6 Secrets to becoming a Billion Dollar RIA Frim

While billion-dollar firms might be considered a minority in the wealth management industry, more and more firms are reaching this level.

In 2012, there were more than 500 billion-dollar firms reported – up from 300 firms just three years prior. And these firms are controlling a disproportionate amount of the assets in the RIA channel, according to the Alliance for Registered Investment Advisors. In 2012, billon-dollar firms represented over 40% of all assets under management.

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