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Top fee-only RIAs in 2023 - InvestmentNews

Here's a list of the biggest fee-only registered investment advisors, based on the data firms report to the SEC on their Form ADV.

Los-gatos , California , United-states , Mill-creek , Illinois , Cambridge , Cambridgeshire , United-kingdom , Ridgeland , Jasper-ridge , Foster-city , Cincinnati

Northeast RIAs see growth bounce back in 2021

After a trying 2020, Northeastern RIAs saw growth rebound to 8.8%. The annual review of RIAs includes firms with $100 million or more in AUM.

New-york , United-states , Mill-creek , Pennsylvania , Jordan-park , Philadelphia , Boston , Massachusetts , Brighton , Brighton-and-hove , United-kingdom , Cambridge

TAG's Stacy Haislip Named One of 2021's Notable Women on Wall Street


TAG’s Stacy Haislip Named One of 2021’s Notable Women on Wall Street
March 08, 2021 15:10 ET
| Source:
TAG Associates, LLC
TAG Associates, LLC
New York, New York, UNITED STATES
NEW YORK, March 08, 2021 (GLOBE NEWSWIRE) -- TAG Associates, LLC, a leading multi-family office, is pleased to announce that Stacy Haislip, Director and Portfolio Manager with TAG’s portfolio management team, has been named by Crain’s New York Business as one of its 2021 Notable Women on Wall Street.
The list honors 56 executives in the New York City metropolitan area who have had an impact on the city’s financial sector in areas such as investment banking, equity research, wealth management and quantitative strategy, as well as others.

New-york , United-states , Bedford , Brooklyn , Stacy-haislip , David-basner , Brooklyn-emerging-leaders-academy , Jp-morgan , Portfolio-manager , New-york-business , New-york-city , New-york-city-based