AdvizorPro, the leading provider of B2B contact and company information in the financial services ecosystem, today announced it has been recognized on the...

Discover the top independent RIAs leveraging Altruist to streamline portfolio management and client service. We highlight firms like CWM, LLC, CreativeOne Wealth, and SGROI Wealth Advisory Group, showcasing their growth in AUM, client base, and services offered. Learn how these advisors are scaling efficiently—and why Altruist is becoming a key platform for independent wealth managers.

Take a closer look at the top single-family offices investing in real estate, with AUM of $10 billion or less.