Top RIAs

Part
01
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Part
01

Top RIAs

The requested details for the companies listed in the FA's 2019 RIA Ranking have been entered in the RIA tab (rows 147-1141) of the attached spreadsheet and a brief overview of the findings is presented below.

Summary of Findings

Other Findings

Research Strategy

To obtain the requested information for the registered investment advisory firms, we searched company webpages, databases such as LinkedIn and Bloomberg, industry publications and associations such as The Broker Protocol, Investment Institute, The American Association of Individual Investors, The National Association of Personal Financial Advisors, and news articles such as Business Wire, PR Newswire, and others.

Although these sources provided us with numerous emails, we were unable to find emails for all the identified individuals. Therefore, we used various email finder and verifier tools such as Mailtester.com, RocketReach, Hunter.io, Contacts+, and Voila Norbert to find emails for the listed persons. We added screenshots in the attached document.

Unfortunately, even after applying the previously mentioned strategies, we were still unable to find emails for all individuals and therefore we added the general company email. We thoroughly searched LinkedIn but we couldn't find profiles for all persons, so we entered N/A in the appropriate rows.

The details for Beacon Pointe Advisors, Edelman Financial Engines, Creative Planning, Mariner Wealth Advisors, and myCIO Wealth Partners have been already added in the previous request Top Independent Financial Advisors.
Sources
Sources