RIA Leaders 2022: These are the 20 largest fee-only RIAs
October 17, 2022 by Tobias Salinger
The biggest fee-only advisory firms in the country manage more than a combined $332 billion in assets, as the industry’s continuing movement toward fiduciary advice fuels their growth.
For Financial Planning‘s latest annual RIA Leaders study of registered investment advisors that provide fee-only financial planning services, compliance firm RIA in a Box scraped SEC Form ADV filings to compile a list of the largest companies based on their assets under management. FP‘s six-part criteria led to some familiar names such as Chevy Chase Trust, Ballentine Partners, Savant Wealth Management, Wealthspire Advisors, EP Wealth Advisors, Cresset Asset Management and Moneta Group Investment Advisors.
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