AdvizorPro
Top 100 Independent RIAs 2024
#51
Date rating given: June 17, 2025
AdvizorPro sources its data directly from the Form ADV. The rankings equally account for AUM and count of individual clients. Factors included in the rankings were: firm is an independent RIA, no employees who are registered representatives of a broker-dealer, no more than 50% of AUM to pooled investment vehicles, no more than 25% of AUM to pension and profit-sharing plans, manages assets for individual clients, no more than 25% of AUM to corporations or other businesses, provides financial planning services, more than 500 financial planning clients.