The BIP Wealth team is honored to be named in Wealth Management IQ’s “RIA Edge 100” list. The list recognizes wealth management firms that have grown fast while always keeping the needs of their clients top-of-mind.

“We are delighted to be named to the RIA Edge 100 list. On top of recent honors from USA Today and the Atlanta Business Chronicle, seeing our firm’s name on’s list means everything to us,” Bill Harris, Co-Founder and CEO of BIP Wealth, said. “BIP Wealth’s top priority has and will always be serving our wonderful clients. Our firm’s continued growth is all thanks to the faith they have shown in us to manage their hard-earned wealth.”

Developed by’s research team in partnership with ISS MI, the list was created using data from the Discovery Data MarketPro platform.

How Do RIAs Qualify?

To start, the RIA Edge 100 list is not a traditional award as RIAs cannot apply for this list. Additionally, they are not considered based on factors such as social media popularity or business relationships. The list comes down to the top 100 firms that display healthy growth and a true commitment to serving clients.

This means a lot to our team, as we did not submit anything to be considered for this honor.

“Knowing that BIP Wealth made the list because of our hard work is something to celebrate,” said Harris. “We hope to remain on the RIA Edge 100 list for years to come.” 

So, how did BIP Wealth qualify for the honor? 


The first metric the Wealth Management IQ research team used was whether the RIAs they analyzed were SEC-registered. Qualifying firms were also required to have high-net-worth individuals as part of their client base and manage at least $500 million in assets.

This metric is important for our team as it helps spotlight our firm’s growth. We’ve grown to $3.3B AUM at BIP Wealth, and are excited and honored to continue growing.


As the RIA Edge 100 list is data-backed, key metrics such as AUM (assets under management) growth over one and five-year periods, the ratio of employees to clients, and the average size of client portfolios were also considered. At BIP Wealth, we are also driven by data. Our wealth-creation engine leverages innovative technology and financial forecasting to help our clients personalize their wealth plans for future success.

Engineered to Perform for You

At BIP Wealth, we combine precise financial science with the wisdom of industry experts to help our clients grow, manage, and protect what’s most important. For the past few years, we’ve been fortunate to have seen such growth in our assets under management, client base, and staff. From opening new offices in cities like Nashville to growing our BIP Wealth Baseball Division and acquiring a new RIA, we’re excited about what’s in store over the next few years.

“BIP Wealth would be nothing without our amazing clients and we cannot wait to continue serving them,” Harris said. “Making the RIA Edge 100 list will only motivate our team further.”

If you’d like to learn more about our firm or speak directly with an advisor, please reach out to connect with us. You can also check out our resources page to learn more about what’s new at BIP Wealth and in the financial industry.

Disclosure: The data for the ratings was as of 1/1/2024. BIP Wealth did not apply to be considered on the RIA Edge 100 list, nor did they provide any compensation in order to appear on the list.