News, Vision & Voice for the Advisory Community


The RIABiz top 10 industry blogs -- and which bloggers they recommend

The RIA business is a land of micro-niches where owner-operated blogs are often the best reading spot for advisors to find the vibe and the level of granularity they seek on a subject

Author Lisa Shidler January 15, 2014 at 5:52 AM
no description available
Michael Kitces: There's very little other ongoing 'work' tied to blogging, once everything is set up.

Pat Allen

Pat Allen

January 15, 2014 — 3:06 PM

Wow, you’ve compiled an excellent list of people who are doing some serious/some innovative thinking and, thanks to blogging platforms, have an easy way of sharing it with us. The industry is richer for the efforts of these bloggers.

And, thanks so much for including my work on your list. I’m surrounded by greatness!

Jeff Spears

Jeff Spears

January 15, 2014 — 5:01 PM

Blogging and Social Media are competitive advantages of the independent RIA. It takes a big time commitment to deliver a professional product, but it is worth the time!

Brooke Southall

Brooke Southall

January 15, 2014 — 5:41 PM

Jeff is modest. He has a sweet little blog: http://wealthconsigliere.blogspot.com/

In particular I like his blog about how he suffered on his vacation when he was forced by location
to go cold turkey off email.


Stephanie Sammons

Stephanie Sammons

January 15, 2014 — 6:12 PM

I loved in Brooke’s note where he says “We were influenced”. THIS is the reason to blog; to become an influencer in the industry. Building online influence, by default, breeds business success. I’m incredibly honored to be in such great company here! Great job Lisa on the write-up.


Bill Winterberg

Bill Winterberg

January 15, 2014 — 8:44 PM

I second what Stephanie said! In 2008, I was just a guy sharing what I knew about technology to create more efficiencies in a growing RIA business. Today, it’s a true honor and privilege to be included in this list of the top industry blogs. That’s the power of meaningful content delivered through a blog.

Congratulations everyone!


victor gaxiola

victor gaxiola

January 15, 2014 — 11:58 PM

All great bloggers and thought leaders who continue to influence me and the kind of content I post. It’s also been great getting to meet so many of you IRL at various industry conferences throughout the country. Thank you Pat Allen for the shout out to the Team Actiance blog http://blog.actiance.com/ This year we plan to post more and continue to add value and entertain those who follow us.

Frederick Van Den Abbeel / TradePMR

Frederick Van Den Abbeel / TradePMR

January 16, 2014 — 1:31 AM

Thank you RIABIZ for a very informative article. I also want to express my thanks to all of the individuals mentioned in this article who take the time to contribute to the success of our industry as a whole in their respective blogs.



March 16, 2019 — 6:23 AM
It is a nice article. Thanks for the share. Yeah, every financial planner should keep all these above given terms in mind while accepting any proposal from a business man.
Chetna Sharma

Chetna Sharma

July 23, 2019 — 12:13 PM
Hey, I just visited your blog and it looks like you had done quite good work,hanks for sharing this impotent Tips About <a href="http://www.capitalstars.com/share-market-company/" rel="nofollow">Financial Planning</a>

Related Moves

Josh Brown and Barry Ritholtz want rock-star culture and rocketing growth in one RIA so they hired Jay Tini to manage the paradox

The dynamic New York City super-blogger duo now have a $2.8 billion AUM RIA and a 'massive fanbase' to cultivate, but they also foresee a need to rein in and retain

November 22, 2022 at 2:38 AM

Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him

Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.

February 14, 2023 at 3:15 AM

Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair

RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots

January 12, 2022 at 3:13 AM

March 12, 2020 at 1:45 PM

Mentioned in this article:

Consulting Firm
Top Executive: Bill Winterberg

Consulting Firm
Top Executive: Michael Kitces

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo