B|O|S is please be included in the Forbes/RIA Channel 2016 annual ranking of its 100 Fastest Growing RIA Firms. RIA Channel has been producing the RIA lists for Forbes since 2006. This year’s unique ranking showcases the wealth management firms by growth in assets over the past ten years with a majority of the firms accruing more than $1 billion in assets.
To be considered for the ranking, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual clients as a primary focus. Broker/dealers, hedge funds, those managing large funds and firms with disciplinary disclosures were excluded. As the RIA market changes and grows, RIA Channel continues to adapt its criteria to the current environment.
According to Forbes/RIA Channel: These firms are leading because of their independence, their commitment to their clients and their ability to grow through a decade of market challenges and rewards.