TABLE OF CONTENTS JAN.
VOl. 43 NO. 1
“We’ve spent all of our time very
carefully focusing on growing
the firm and never really talking
publicly,” says David Shepherd,
left, with David Kaplan, co-found-ers of No. 2 RIA firm Shepherd
Kaplan in Boston. “We are more
concerned about executing than
we are about marketing.”
34 The RIA Leaders
Who’s on top now? Financial Planning ranks the top 50 firms by AUM and by growth.
By Ann Marsh
46 Battling for Custody
The top custodians are fighting for your business. Here’s a list of the top 15 players.
By Donald Jay Korn
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January 2013 Financial Planning ;