Wealthmanagement

RIA Growth Rebounds in 2023

Independent RIAs bounced back from negative growth in 2022.
 
Wealth Management Morning Memo

JULY 18, 2024

RIA NEWS

Schwab Benchmarking: RIA Growth Rebounds in 2023

After a rough 2022 of negative growth, many independent RIAs rebounded last year, with a median organic growth rate of 5%, according to Schwab’s RIA Benchmarking report.

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