Research
RIA research and company reporting
Read the finding, check the source, and keep each asset measure and event date in context.
Managed Account Advisors leads 10 selected wealth-focused RIAs by regulatory AUM
Ten selected large registered investment advisers, ordered by total regulatory AUM, with at least 75% in individual and high-net-worth individual clients. This is a filing-verified selection, not an exhaustive U.S. industry ranking.
Lakewood Wealth Management joins LPL from Cambridge
The Ann Arbor team reported approximately $170 million across advisory, brokerage and retirement plan assets. That total uses year-end asset information and does not establish new regulatory AUM for LPL.
Creative Planning agrees to acquire RVK, expanding institutional consulting
The September agreement concerns an institutional consultant advising roughly $4.3 trillion. Creative Planning’s announcement expects a January 2027 closing, subject to conditions and approvals.
Mercer Advisors announces NorthAvenue acquisition in Ohio
The August announcement adds a Columbus planning practice. NorthAvenue’s reported assets exceed $220 million as of February 28, rather than measuring an August inflow or transaction price.
Explore LPL Financial coverage or read the filing guides.