RIA Channel lists BDF a Top 100 Wealth Manager

July 27, 2020

We are thrilled to be listed in RIA Channel’s  2020 Top 100 Wealth Manager ranking.  This list showcases wealth management firms based on size, growth and quality.

RIA Channel states: “We are delighted to recognize these firms for their independence, their entrepreneurial spirit, and their ability to emerge as leaders in their field. We congratulate each of them on their success.”

RIA Database uses quantitative and qualitative criteria to create the rankings. Refer to their methodology for more information on how firms qualified.  The ranking is based on both size and growth in assets as of June 30, 2020, as reported to the SEC. RIA Database (RIADatabase.com) was used for regulatory data, organic research, and advisor surveys