Top Wealth Managers

2011 Top Wealth Managers

This is the 11th year that AdvisorOne (and its predecessor publications) have listed the Top Wealth Managers. As in years past, we solicited RIA firms who self-identified as wealth managers to provide us with details on their firms, and have created a database that allows a reader to view all the Top Wealth Manager survey participants by total assets under management, along with various other measures, including average AUM per client.

As in years past as well, we enlisted the professional expertise of Philip Palaveev and his colleagues at Fusion Advisor Network, particularly Jonathan McQuade, to analyze the Wealth Managers' data in aggregate (preserving each firm's anonymity on key metrics such as revenue and profitability) to analyze that data to help all wealth management firms benefit by learning the key characteristics of the top firms.

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  2011 Top Wealth Managers: State of the Industry

  The wealth management industry has recovered since the crisis by nearly every metric, but growth is slow and caution is in the air.

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  The 100 Top Wealth Managers for 2011

  A ranking of the top wealth managers as measured by total assets under management as of 12/31/2010.

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  2011 Top Wealth Managers: The Database

  Search and sort the data on 370 wealth management firms, including rankings by total assets under management and average AUM per client.

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  2011 Top Wealth Managers: Services Offered, Prices Charged

  The services top wealth managers offer–and the prices for those services–vary widely, as does the firms' investment philosophies.

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  2011 Top Wealth Managers: Productivity and Profitability

  How the best wealth managers leverage their staffs to ensure success.

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  2011 Top Wealth Managers: Client Base and Optimal Clients

  Is bigger always better in terms of client size? Some surprising findings.

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  2011 Top Wealth Managers: Staffing and Survey Conclusions

  One sign of the top firms: by focusing on more profitable relationships, they were able to reduce staffing expenses and increase efficiency.