12 States With the Highest Rates of Billion-Dollar RIAs

Published on August 15, 2025

SmartAsset rankings are based on the percentage that manage $1 billion or more as of August Form ADV filings.

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Fidelity: In Managing Portfolios, Advisors Are 'Leaning into Growth, But Keeping a Hand on the Brake'

August 15, 2025
Fidelity’s findings are based on analyzing more than 3,000 managed portfolios from advisors reviewed by its portfolio strategists or through its online portfolio construction tool.

'Young-Gun' Investor Charged in Multi-Million-Dollar Scheme

August 15, 2025
Mihir Sukthankar defrauded clients, using their money for his personal expenses, Kentucky prosecutors say.      Related StoriesLPL Rolling Out AI-Powered Tools to Help Advisors 'Earn More'New Social Security Bill Aims to Raise Payroll Tax CapFirm Hit by MOVEit Data Breach May Settle for $8.5M