We’re pleased to present a list of the top 100 independent RIAs in the United States, as recognized by AdvizorPro. This list objectively evaluates independent financial advisor companies across the US, ranking them by assets managed and the number of retail clients they serve.AdvizorPro is a leading provider of data in the RIA & broker-dealer space, working with many of the nation’s most reputable advisor firms, asset managers, and fintech firms. And with the ever-growing RIA space constantly shifting, we created this ranking of the top independent RIAs to provide clarity on who the front-runners are as defined by assets managed and clients served. Under the list, you can find more details on the methodology used to create this ranking.[table id=1 /]Methodology: AdvizorPro sources its data directly from the Form ADV. Our rankings equally account for AUM and count of individual clients. Additionally, to qualify for the list, firms must have met the following criteria:

1. Is an independent RIA
2. Does not have employees who are registered representatives of a broker-dealer
3. No more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies)
4. Manages assets for individual clients
5. No more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants)
6. No more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses
7. Provides financial planning services
8. More than 500 financial planning clients

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