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The private equity-backed parent now spans four independent broker-dealers with nearly 2,000 advisors and $65 billion in client assets.June 11
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In the first full year under Atria Wealth, the firm added programs from banks and credit unions with $7 billion in assets.April 26
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The No. 1 IBD is marshaling transition assistance, technology and other resources toward recruiting success across the firm and its bank channel.January 4
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Here we conclude the fourth and final segment of the Top 100 Bank Advisors. You can see all the other rankings (1-75) in our corresponding slideshows.December 5
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Here we present the third segment of the Top 100 Bank Advisors. You can see the top 50, as well as those who ranked 76-100, in our corresponding slideshows.December 5
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Here is the second segment of the Top 100 Bank Advisors. The top 25, as well as those who ranked 51-100, are included in the corresponding slideshows.December 5
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A well-rounded approach wins the day with the annual bank advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.December 5
