Top 100 RIA ETF Power Users Ranking

RIA Channel and RIA Database are happy to announce the 2023 RIA Channel High 100 RIA ETF Energy Customers Rating:

RIA ChannelHigh 100 ETF Energy Customers Record – 2023 – RIA Channel

This 12 months’s ETF Energy Customers rating showcases wealth administration corporations primarily based on their combination complete agency ETF belongings.

Methodology: RIA Database makes use of quantitative and qualitative standards to create the rankings. Seek advice from our METHODOLOGY for extra data on how corporations certified. We’re delighted to acknowledge these corporations for his or her independence, their entrepreneurial spirit and their means to emerge as leaders of their discipline. We congratulate every of them on their success.

2023 High 100 ETF Energy Customers Record Methodology

RIA Database is the main supplier of advisor information, profiles and prospecting software program for the monetary companies business. They handle present and historic profiles on over a million advisors throughout all channels: the RIA Channel, dealer/sellers, household workplaces, foundations, institutional traders and banks. They’re producers of the Forbes High RIA listing for over ten years and supply surveys and rankings for a number of business publications as effectively.

RIA Database recognized and ranked RIA wealth administration corporations utilizing essentially the most alternate traded funds (ETFs). Wealth managers have been outlined by the next traits: 1) complete belongings have been primarily managed for top internet value and non-high internet value particular person purchasers; 2) every agency supplies complete wealth administration companies; 3) corporations could also be a household workplace or could present household workplace companies; and/or 4) corporations could present monetary planning companies. Dealer/sellers have been excluded. Corporations should be domiciled in america and registered with the SEC as a registered funding adviser (RIA). Wealth managers have been then ranked primarily based on ETF utilization as reported to the SEC per their 13F quarterly Edgar filings as of December 31, 2022. Whole ETF belongings have been aggregated by RIA Database (RIADatabase.com). Belongings beneath administration are as reported to the SEC as of December 31, 2022.

RIA ChannelHigh 100 ETF Energy Customers Record – 2023 – RIA Channel