Ifrah Financial Services "50 Largest Financial Planning Firms" - InvestmentNews, October 12, 2009
RIAs (Registered Investment Advisors) qualified and ranked by RIA Database provide financial planning services, derive more than 50% of their business from retail investors, do not conduct business as a broker-dealer or bank, derive less than 50% of their revenue from managing proprietary products and manage assets where less than 50% are invested in proprietary products. A dominant portion of their AUM (assets under management) cannot be invested in proprietary products nor be derived from managing proprietary products. Based on assets under management as defined by the Securities and Exchange Commission, as of September 30, 2009.
