The growth and influence of the Registered Investment Advisory (RIA) channel in recent years has transformed the wealth management industry.
While most RIAs have enjoyed nearly a decade of consistent growth in assets, buoyed by a prolonged bull market, a highly concentrated group of RIAs strategically grew at a rate that was exponentially greater than their peers.
This study seeks to identify the true drivers of “intentional growth” – how firms grew by design, and not by default – and aims to provide visibility into the “value” of the RIA industry, which includes the value of the services delivered to clients and the value of an overall RIA enterprise.
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