Here's how we define "top" firms in small and large categories.
Top Small Firm Category
- Size of Firm: Qualifying small firms have $100 million or less in assets under management.
- Profitability: The top small firms place in the top 10th percentile in terms of profits-per-principal.
- Profit Margins: The top small firms have profit margins that are higher than the median for their size.
Top Large Firm Category
- Size of Firm: Qualifying firms have assets under management in excess of $450 million.
- Profitability: Top large firms place in the top 10th percentile in terms of profits-per-principal.
- Profit Margins: The top large firms have profit margins that are higher than the median for their size.
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