FA Magazine July/August 2021 - Page 40

Top 50 fastest-growing firms

growth rank firm name location
2020 clients year end 2020 assets ($ mm )*
% growth in assets 2019-2020
With More

* Than $ 500 Million In AUM

% growth in assets per client
1
Brookstone Capital Management
Wheaton , Ill .
34,000
7,015.84
137.83 %
22.41 %
2
AlphaCore Capital
La Jolla , Calif .
764
998.27
136.01 %
46.43 %
3
Inspire Investing
Hollister , Calif .
472
1,314.26
107.10 %
105.35 %
4
Cresset
Chicago , Ill .
950
11,677.08
93.13 %
-8.11%
5
Apella Capital
Glastonbury , Conn .
2,004
1,662.00
91.25 %
72.84 %
6
Pathstone
Boston , Mass .
1,000
19,577.07
90.97 %
-42.90%
7
R | W Investment Management
Boise , Idaho
818
1,246.72
87.80 %
9.28 %
8
Modera Wealth Management
Westwood , N . J .
1,909
4,957.47
80.52 %
32.67 %
9
Diversified Lifelong Advisors
Wilmington , Del .
993
914.78
80.10 %
24.60 %
10
Wealth Enhancement Group
Plymouth , Minn .
23,594
24,264.06
75.55 %
25.51 %
11
Foundations Investment Advisors
Phoenix , Ariz .
8,096
1,744.12
69.67 %
8.24 %
12
CIBC Private Wealth , US
Atlanta , Ga .
8,270
45,888.99
69.51 %
61.72 %
13
Cary Street Partners Investment Advisory
Richmond , Va .
3,093
3,254.68
67.69 %
N / A
14
Signature Estate & Investment Advisors
Los Angeles , Calif .
9,391
13,632.02
65.52 %
46.38 %
15
Axxcess Wealth Management
Carlsbad , Calif .
6,382
2,096.68
62.95 %
-47.91%
16
HoyleCohen
San Diego , Calif .
1,200
2,766.23
61.47 %
57.43 %
17
Lake Street Advisors
Portsmouth , N . H .
55
2,910.53
57.26 %
48.68 %
18
Aveo Capital Partners
Greenwood Village , Colo .
1,102
1,027.75
55.72 %
40.74 %
19
EP Wealth Advisors
Torrance , Calif .
8,300
10,751.30
55.14 %
2.80 %
20
Titleist Asset Management
San Antonio , Texas
1,023
831.19
54.79 %
31.64 %
21
Peavine Capital
Reno , Nev .
23
538.00
53.71 %
153.96 %
22
Bordeaux Wealth Advisors
Menlo Park , Calif .
159
3,470.10
52.47 %
21.78 %
23
Resource Management
Metairie , La .
550
1,750.00
51.80 %
44.90 %
24
Abound Wealth Management
Franklin , Tenn .
347
501.39
50.09 %
15.48 %
25
Greenwich Wealth Management
Greenwich , Conn .
178
2,197.15
49.95 %
37.32 %
26
Fiducient Advisors
Chicago , Ill .
592
28,304.26
48.04 %
11.28 %
27
AE Wealth Management
Topeka , Kan .
52,453
12,637.10
47.22 %
19.22 %
28
Mirador Capital Partners
Pleasanton , Calif .
500
536.00
46.45 %
34.73 %
29
Capital Wealth Planning
Naples , Fla .
4,889
2,610.57
46.41 %
7.27 %
30
True North Advisors
Dallas , Texas
584
2,338.10
46.01 %
38.51 %
31
Annex Wealth Management
Elm Grove , Wis .
5,306
3,785.32
46.00 %
26.99 %
32
Cabana Asset Management
Fayetteville , Ark .
7,272
1,481.53
45.76 %
4.05 %
33
Creative Planning
Overland Park , Kan .
40,979
69,482.47
45.00 %
8.21 %
34
Mission Wealth Management
Santa Barbara , Calif .
1,638
3,725.61
44.64 %
8.62 %
35
McKinley Carter Wealth Services
Wheeling , W . Va .
1,694
1,814.68
42.62 %
-20.36%
36
Quadrant Private Wealth
Bethlehem , Pa .
630
991.91
42.47 %
-14.07%
37
Robertson Stephens Wealth Management
San Francisco , Calif .
346
1,707.54
42.43 %
3.32 %
38
Lido Advisors
Los Angeles , Calif .
2,820
7,692.39
42.36 %
2.88 %
39
One Capital Management
Westlake Village , Calif .
1,359
2,285.78
42.15 %
4.60 %
40
Frazier Financial Advisors
Dublin , Ohio
335
510.00
41.67 %
31.09 %
41
Rollins Financial
Atlanta , Ga .
893
953.82
41.38 %
31.24 %
42
Covinton Capital Management
Los Angeles , Calif .
431
3,584.28
40.19 %
59.38 %
43
Regatta Capital Group
El Segundo , Calif .
800
682.41
40.09 %
18.20 %
44
Ritholtz Wealth Management
New York , N . Y .
1,458
1,806.28
39.09 %
6.27 %
45
Ensemble Capital Management
Burlingame , Calif .
245
1,399.26
38.44 %
14.14 %
46
PDS Planning
Dublin , Ohio
588
941.73
38.04 %
27.95 %
47
Abacus Wealth Partners
Santa Monica , Calif .
1,670
3,750.00
37.56 %
29.33 %
48
AJ Wealth
New York , N . Y .
241
2,037.00
37.36 %
24.25 %
49
Paragon Capital Management
Denver , Colo .
149
1,115.93
36.65 %
40.31 %
50
Miracle Mile Advisors
Los Angeles , Calif .
695
2,012.82
36.41 %
11.68 %
36 | financial advisor magazine | JUlY / aUgUst 2021 www . fa-mag . com