The Colony Group Ranked a Top 2023 RIA Firm by Financial Advisor Magazine

We are proud to announce that The Colony Group was once again recognized in FA Magazine’s 2023 RIA Ranking. This year, the firm placed #24 out of 521 firms in the “$1 billion and over” asset category. 

Financial Advisor magazine consolidates market information and strategies that advisors need to succeed in the complex area of wealth management. The publication conducts an annual survey to determine the best-registered investment advisors (RIAs) in the country based on information submitted by individual firms. Companies are ranked based on the total of their discretionary and nondiscretionary assets, percentage growth in total assets, and percentage growth in assets per client. 

Read the full ranking list here. 


Financial Advisor Magazine criteria: Assets under management. Ranking is based on responses from participating RIAs who completed an online survey. To be eligible for the FA Magazine RIA ranking, firms must be independent RIAs who perform financial planning services to individual clients. The Financial Advisor Magazine’s RIA lists included Colony for 2008-2023, and MLFA for 2006 and 2009-2010.