THE DOW JONES BUSINESS AND FINANCIAL WEEKLY The Top I˚D˝E ...

%

THE DOW JONES BUSINESS AND FINANCIAL WEEKLY



SEPTEMBER 18, 2017

The Top

I DE

A VS R

Brian Stauffer for Barron's

Our exclusive rankings of the top 30 independent advisory firms and the top 100 independent advisors

highlight the shifting landscape of the advice business. What the

changes mean for investors.

THE TOP 30 RIA FIRMS

The nation's largest independent advisory firms have their sights set on growth, and an accelerating consolidation in the industry is likely to fuel it.

RANK '17 '16 Firm

1. 2. Creative Planning

Location Leawood, Kan.

Top Executives Peter Mallouk, Jim Williams

Clients Advisors Offices States

18,028

237

22

11

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Creative Planning is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Creative Planning by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

THE PUBLISHER'S SALE OF THIS REPRINT DOES NOT CONSTITUTE OR IMPLY ANY ENDORSEMENT OR SPONSORSHIP OF ANY PRODUCT, SERVICE, COMPANY OR ORGANIZATION. Custom Reprints 800.843.0008 DO NOT EDIT OR ALTER REPRINT/REPRODUCTIONS NOT PERMITTED 54175

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download