TABLE OF CONTENTS JAN.
13

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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