#1 · non-mega RIA firms
Mercer Advisors
Top 100 RIA Firms
The publisher ranks mega RIAs separately.
Firm rankings consider assets, growth, technology, succession planning, and other practice measures.
Methodology & disclosuresExplore notable 2025 and 2026 industry honors. Discover the people, understand the recognition, and make your own connections.
Explore the honorsEach honor is credited to its issuer and linked to a source. This is a selection of published recognitions, not a comprehensive ranking or a Fortune 100 Brokers award.
#1 · non-mega RIA firms
Top 100 RIA Firms
The publisher ranks mega RIAs separately.
Firm rankings consider assets, growth, technology, succession planning, and other practice measures.
Methodology & disclosures#6 among nine mega RIAs
Top RIA Firms · Mega RIAs
Position within the publisher’s separate mega-firm category.
Firm rankings consider assets, growth, technology, succession planning, and other practice measures.
Methodology & disclosures#7 nationally
Top RIA Firms
Published October 1, 2025; data period ended March 31, 2025.
A SHOOK Research firm selection. Review the publisher’s methodology and data period.
Methodology & disclosures2025 honoree
Top RIA Firms
Inclusion confirmed in the firm’s award disclosures.
Firm rankings consider assets, growth, technology, succession planning, and other practice measures.
Methodology & disclosures#1 nationally
Top 100 Independent Advisors
Published September 15, 2025; data period ended June 30, 2025.
Advisor rankings consider assets, revenue, and quality-of-practice measures.
Methodology & disclosures#4 nationally
Top 100 Independent Advisors
Position in the 2025 independent advisor ranking.
Advisor rankings consider assets, revenue, and quality-of-practice measures.
Methodology & disclosuresSelections are grouped by year and category, not ordered as a cross-publisher league table. Category names, data periods, and methods differ. Recognition does not establish future results or personal suitability.
Community Choice is a separate public vote. Every profile starts at zero, and the published voting rules explain how support is counted.
Check the publisher or organizer, its selection process, and any participation or licensing disclosures.
Practice size, industry judging, and community voting answer different questions. Read the original criteria.
Use recognition as an introduction. Discuss services, fees, availability, and the relationship directly.