Wealth Management


Top 100 RIAs in 2013
– Rankings were assembled using data from Meridian-IQ.  Advisory firms are ranked by total assets under management.  To be ranked, firms had to have at least 10 percent individual clients and at least 10 percent high-net-worth clients for whom they do financial planning, and no more than 50 percent institutional clients.  Finally, RIAs who operate as a broker/dealer, a bank, or are affiliated with an investment company are excluded from the ranking.  Sage Financial Group did not pay to participate in this ranking.  For more information about the ranking, including other firms listed in the ranking, follow this link: WealthManagement.com