Awards and Rankings Disclosures
Financial Planning’s Best RIAs to Work For in 2025
This year’s list was compiled through a two-part review of firms across the country. First, financial professionals working inside these organizations were surveyed about leadership, compensation and benefits, communication, training, workplace environment, engagement and overall satisfaction. Separately, researchers examined each firm’s policies, practices, benefit structures, systems and demographics to build a fuller picture of how each workplace operates.
To be eligible, firms had to be registered with the SEC, have at least 10 U.S.-based employees, maintain a physical U.S. location and have been in business for at least one year. Scores from the employee survey and the independent evaluation were combined to create each firm’s final ranking. No compensation was provided to obtain or market this recognition.
Financial Advisor Magazine’s 2025 RIA Survey and Ranking
The annual Financial Advisor Ranking is compiled from a survey voluntarily completed by advisory firms. No compensation fee was paid to be included in this list. Advisory firms are ranked based on assets under management.
InvestmentNews – $100M Club: Top Female Advisors 2025
To be considered, advisors must have been nominated by an advisor, industry professional, or client, and must individually manage a minimum of $100 million in AUM. All nominee information was required to be verified by the advisor’s compliance team prior to acceptance. No compensation was provided to obtain or market this recognition.
2025 AdvisorHub Advisors to Watch
Advisors to Watch is open to any advisors who meet the following requirements:
- At least $150m in AUM
- 7 years’ experience
- 2 years at current firm and in good standing
- Clean regulatory record (2 or fewer complaints and no significant judgements)
Practice data is gathered for 2023 and 2024. Advisors are ranked on a 100-pt scale in three categories:
- Scale: relative size of assets, production and quality of service;
- Growth: relative year-over-year change in assets, clients and production;
- Professionalism: regulatory record, community involvement, mentorship and team makeup.
These factors allow AdvisorHub to highlight a more dynamic mix of advisors—not just the largest or most established, but also those building innovative, forward-thinking practices. Nominees are also asked to share something beyond the numbers about themselves or their teams.
2025 Methodology can be found at https://www.advisorhub.com/resources/rankings/.
