Barron’s Top 100 RIA Firms 2026 ranked #57 The ranking is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. Barron’s measures the growth of advisors’ practices and their client retention while also considering a wide range of qualitative factors, including the advisors’ experience; their advanced degrees and industry designations; the size, shape, and diversity of their teams; their charitable and philanthropic work; and their compliance records. Wealthcare paid no applicable fees to participate in the ranking process.

Financial Advisor Magazine conducts an annual, voluntary survey of independent registered investment advisors (RIAs) that file their own Form ADV with the SEC and provide financial planning and related services to individual investors. No fee or membership is required to participate. Some items on the questionnaire require data directly from the firm’s Form ADV. The survey evaluates total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics. Firms are ranked from largest to smallest based on assets under management at year end.*

AdvisorHub’s “Advisors to Watch” RIAs 2025 ranking evaluate wealth advisors based on a 100-point scale focusing on three core pillars: Practice Scale (AUM, production, team quality), Growth (year-over-year increase in assets/clients), and Professionalism (regulatory record, community service). The ranking is open to all firm types and focuses on both high growth and quality of service rather than solely on AUM size. No fee or membership is required to participate. Key requirements for eligibility: At least seven years in the financial advisory industry, minimum of 150 million in Assets Under Management, two years at current firm, and a clean regulatory record (2 or fewer complaints, no significant judgements).

The WSR Wealth Exemplar Awards for Practice Management Platform of the Year recognize leading platforms—both in-house and third-party—that support advisor growth, operational efficiency, and succession planning. Evaluations focus on the strength of consulting, marketing, and technology capabilities, as well as the ability to deliver scalable solutions for firms of varying sizes.

Nominees are assessed on innovation and impact, including advancements in areas such as digital prospecting and advisor collaboration. The selection process is invitation-only and conducted by the editorial team at Wealth Solutions Report, highlighting firms that are shaping the future of wealth management through forward-thinking platforms and comprehensive advisor support.