Brandon Anderson

Advisors are choosing independence, and clients are following.

More than 15,800 RIAs now serve 68.4 million clients, and that number keeps climbing. The reason is simple: advisors want freedom to innovate, use better technology, and build cultures that put clients first.

In Wealth Management's 2026 Market Outlook, our CEO Brad Vineyard breaks down why the RIA model is reshaping the future of wealth management and what this shift means for advisors and investors alike.

Read the full article to see what is driving the move and where the industry is headed next.

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We’ve all chased the dream of a magic number:

“Once I hit $5M, I’ll be set.”

“When my portfolio grows, I’ll start living.”

But here’s the reality: wealth without purpose is just digits in an account. No dollar amount feels like “enough” if it’s not tied to what drives you.
Ask yourself:

🌱 How can your wealth fuel what matters most to you?
🌱 Who will your resources empower—now or in the future?
🌱 What mark do you want your wealth to leave on your family?

These aren’t just questions—they’re the blueprint for a meaningful financial life. When your wealth reflects your values, every investment, every savings goal, every decision becomes a step toward a legacy that outlasts you.

Take a moment now: jot down one answer to each question. Let those answers shape your next financial choice. Because wealth aligned with purpose isn’t just about growing your fortune—it’s about building a life that matters.