Mar 28, 2025   SOURCE: PR NewsWire

WealthManagement.com Unveils the 2025 RIA Edge 100 List, Spotlighting Firms Growing by Design, Not by Default

NEW YORK , March 28, 2025 /PRNewswire/ -- WealthManagement.com, the leading digital resource for financial advisors and wealth management professionals, today announces the release of the 2025 RIA Edge 100, an annual recognition of registered investment advisory (RIA) firms that are demonstrating strategic and sustainable growth while maintaining a high level of client service.

Unlike rankings based purely on asset growth, the RIA Edge 100 highlights firms that are intentionally scaling their businesses through professional management, operational efficiencies, and reinvestment in talent and client service.

Developed by the WMIQ research team in partnership with ISS MI using data from its Discovery Data MarketPro platform, the list identifies SEC-registered investment advisors specializing in financial planning, serving predominantly high-net-worth clients, and managing at least $500 million in assets.

From this pool, firms were evaluated based on several key metrics, including:

    --  AUM growth over five years
    --  Ratio of employees to clients
    --  AUM per advisor
    --  Percentage of employees holding CFP certification

Each metric was weighted equally to provide a comprehensive view of firms balancing growth with client service and internal talent development.

"Sustainable, well-managed growth is critical for RIAs looking to build long-term enterprise value," said David Armstrong, managing director of editorial and content strategies for WealthManagement.com. "The RIA Edge 100 showcases firms that are expanding with intention--focusing not just on asset appreciation but on scale, operational excellence, and client outcomes."

Importantly, the RIA Edge 100 is not a ranking or a subjective "best advisor" list. Firms cannot apply for inclusion, nor is placement influenced by business relationships or media exposure. The goal is to surface a representative group of firms demonstrating intentional, strategic growth, rather than benefiting passively from market movements.

To explore the full 2025 RIA Edge 100, visit https://www.wealthmanagement.com/ria-edge-100-for-2025.

About WealthManagement.com
WealthManagement.com, an Informa business, delivers the latest insights, tools, and intelligence financial professionals need to stay informed, build stronger relationships, and grow their businesses. WealthManagement.com also provides financial services organizations with a wide range of marketing services to reach the industry's most influential audience of wealth management professionals.

About Informa
Informa PLC is a global leader in business-to-business information services, specializing in content-led events, digital intelligence, and marketing solutions. With operations in over 30 countries, Informa helps businesses and professionals connect, learn, and stay competitive in their industries.

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SOURCE WealthManagement.com