2026 RIA Edge 100: Strategic, Sustainable Growth
BBR Partners has been named to WealthManagement.com’s 2026 RIA Edge 100, a list that spotlights RIAs demonstrating intentional expansion through operational excellence and talent investment.
The list was created in recognition of a meaningful shift in how leading firms define success. As consolidation accelerates and client expectations rise, the RIA Edge 100 recognizes firms that are scaling deliberately, strengthening their teams, investing in talent, and improving operational efficiency, while maintaining the highly personalized service their clients expect.
The RIA Edge 100 was developed by Wealth Management’s WMIQ research team in partnership with ISS MI, using data from Discovery Data MarketPro. Firms cannot apply for inclusion, and placement is not influenced by business relationships or media exposure. The evaluation used equally weighted metrics, including five-year AUM growth, ratio of employees to clients, AUM per advisor, and the percentage of employees holding CFP certification. Firms were required to be SEC-registered, serve predominantly high-net-worth clients, and manage at least $500 million in assets. Data as of 12/31/23.
*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BBR is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, BBR did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of BBR by any of its clients.