Barron’s Has Named Focus Partners Wealth to Their 2025 Top 100 RIA Firms’ Mega List

To be considered, firms must manage 2% or more of the total assets of all ranking applicants, creating a threshold of $70 billion in assets.

Read the full list here. 

Disclosures: Barron’s 2025 Top 100 RIA Firms: Mega RIAs. The annual ranking of independent advisory companies was announced on September 12, 2025, based on data as of June 30, 2025.  For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. For the list of mega RIAs, they selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron’s verified that data with the advisors’ firms and with regulatory databases and then they applied 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 we do multiple subcalculations. This includes quantitative factors like types of assets, technology spending, growth, and client retention; as well as qualitative factors like advisor experience, succession planning, diversity, and philanthropic work. No compensation was paid for consideration or inclusion on this list. Follow the link to learn more about the methodology.