Learn how independent financial advisors operate.

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets ...

You might want to work with a financial advisor because you want help with investments, insurance, or other planning. Large companies often employ financial advisors, but you can also work with an ...

In the increasingly crowded financial advisory space, technical competence and market acumen are no longer enough. Today’s clients expect more – and they’re vocal about what makes a financial advisor ...

Is it best to work with an advisor who’s independent or part of a large firm? I am not investment savvy and I’m entering ...

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and transparent fee structures.

The independent financial advice industry is maturing fast. The number of registered investment advisor, or RIA, firms more than doubled from 2000 to 2024, from 6,949 to 15,870, according to the ...

Wealth.com has announced a strategic partnership with Independent Advisor Alliance, offering IAA’s network of 225 financial advisors access to its comprehensive estate planning platform. The ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Learn essential steps to successfully start a wealth management firm and navigate legal, financial, and client challenges for a thriving practice.