IBD Elite: Demystifying OSJs; top 15 IBDs ranked; a deep dive on the data

For the 38th annual IBD Elite series, Chief Correspondent Tobias Salinger took a deep dive on OSJs, the somewhat complicated option for some firms to obtain everything from regulatory compliance guidance to marketing and recruiting help. Whether a firm chooses an OSJ or stays with in-house advice is a complicated issue, and one Salinger takes great care to untangle for those facing the decision.

You’ll find that, as well as a list of the top 15 IBDs in the country, according to annual revenue. And you are welcome to see and sort the data for yourself.?

All that below. Thanks for reading.

IBD Elite 2023: What the heck is an OSJ?

The 15 largest independent brokerages in wealth management

Deep dive into independent wealth manager data