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Our tenth annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics Barron’s is ranking the
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An RIA is an investment firm that’s registered with the Securities and Exchange Commission (SEC) or state securities administrators, depending on the value of advisory assets it manages
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Breaking news, in-depth features, and expert analysis for RIA professionals
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Mercer Advisors has been named Top RIA in the 2025 Barron’s Top 100 RIAs ranking Learn more about our family office and wealth planning solutions
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