2026 Top 100 RIA Firms
Barron’s 2026 ranking of the nation’s top 100 RIA Firms
BBR Partners was ranked #25 in Barron’s “2026 Top 100 RIA Firms”. Barron’s is a weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. It is a leading source of financial news. The eleventh annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.
Advisors who wish to be ranked must first pass a prequalification process aimed at ensuring that those in the mix are experienced and sophisticated advisors. Those who meet the criteria then fill out a survey about their practices. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then they apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) assets (2) revenue (3) quality of practice. In each of those categories they do multiple subcalculations.
For further information on Barron’s methodology, please see: Barron’s Top Advisors Methodology.
*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.