Our current cover story in the magazine focuses on the state of the third-party marketers in the bank channel. It details a generally positive outlook with one challenge: they can’t seem to hire good advisors fast enough. In case you missed it, here it is.
One aspect of the industry that we were not able to include is a ranking of these broker-dealers by AUM. So we list them here for your perusal. Along with each firm listed, we include AUM as well as the number of financial institutions they serve, along with links to articles from our archive.
Source: Kehrer Saltzman & Associates