2024 Top 100 RIA Firms

Our ninth annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. For our list of mega RIAs, we selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets.