FA Magazine July/August 2021 - Page 43

FA ’ s 2021 ria ranKing

2020 TOTAL ASSETS RANK
FIRM NAME
LOCATION
YEAR END 2020 ASSETS ($ MM )*
% GROWTH IN ASSETS 2019-2020
ASSETS PER CLIENT ($ MM )**
% GROWTH IN ASSETS PER CLIENT
% CHANGE IN NO . OF CLIENTS
ASSET CATEGORY : $ 1 BILLION AND OVER
1
CAPTRUST
Raleigh , N . C .
450,010.40
15.64 %
$ 31.40
-25.14%
54.48 %
2
Edelman Financial Engines
Boston , Mass .
260,100.00
13.58 %
$ 0.20
10.06 %
3.20 %
3
First Republic Investment Management
San Francisco , Calif .
106,485.11
22.00 %
$ 5.25
2.76 %
18.72 %
4
Global Retirement Partners
San Rafael , Calif .
77,817.09
20.03 %
$ 14.74
6.75 %
12.44 %
5
Creative Planning
Overland Park , Kan .
69,482.47
45.00 %
$ 1.70
8.21 %
33.99 %
6
Fort Washington Investment Advisors
Cincinnati , Ohio
69,352.58
17.13 %
$ 138.71
11.28 %
5.26 %
7
CIBC Private Wealth , US
Atlanta , Ga .
45,888.99
69.51 %
$ 5.55
61.72 %
4.82 %
8
Mariner Wealth Advisors
Overland Park , Kan .
34,961.18
18.78 %
$ 1.53
10.92 %
7.08 %
9
Fiducient Advisors
Chicago , Ill .
28,304.26
48.04 %
$ 47.81
11.28 %
33.03 %
10
Silvercrest Asset Management Group
New York , N . Y .
27,818.59
10.96 %
$ 34.13
7.56 %
3.16 %
11
Moneta
St . Louis , Mo .
27,417.70
15.52 %
$ 5.04
6.27 %
8.71 %
12
Advanced Capital Group
Minneapolis , Minn .
26,614.69
13.54 %
$ 89.31
8.97 %
4.20 %
13
Wealth Enhancement Group
Plymouth , Minn .
24,264.06
75.55 %
$ 1.03
25.51 %
39.87 %
14
Segall Bryant & Hamill
Chicago , Ill .
22,890.77
16.43 %
$ 9.08
8.21 %
7.60 %
15
BBR Partners
New York , N . Y .
20,707.90
15.77 %
$ 128.62
7.14 %
8.05 %
16
Mercer Global Advisors
Denver , Colo .
19,869.91
25.37 %
$ 1.17
-11.53%
41.70 %
17
Pathstone
Boston , Mass .
19,577.07
90.97 %
$ 19.58
-42.90%
234.45 %
18
Buckingham Strategic Wealth
Clayton , Mo .
18,960.00
22.14 %
$ 1.94
8.90 %
12.16 %
19
Tiedemann Advisors
New York , N . Y .
18,415.00
6.33 %
$ 48.21
17.74 %
-9.69%
20
1919 Investment Counsel
New York , N . Y .
17,554.38
16.12 %
$ 8.02
-24.18%
53.15 %
21
Bahl & Gaynor Investment Counsel
Cincinnati , Ohio
16,408.94
5.78 %
$ 21.91
1.96 %
3.74 %
22
Plante Moran Financial Advisors
Southfield , Mich .
16,319.54
-5.53%
$ 5.56
-6.78%
1.35 %
23
Johnson Investment Counsel
Cincinnati , Ohio
15,525.43
18.35 %
$ 3.52
0.32 %
17.98 %
24
Carson Wealth
Omaha , Neb .
15,210.61
21.28 %
$ 2.81
-23.05%
57.62 %
25
Newport Capital Group
Red Bank , N . J .
14,995.73
11.52 %
$ 73.15
-1.53%
13.26 %
26
Boston Private Wealth
Boston , Mass .
14,427.65
8.35 %
$ 4.52
6.24 %
1.98 %
27
Aspiriant
Los Angeles , Calif .
13,781.81
-0.88%
$ 7.93
-4.42%
3.70 %
28
Signature Estate & Investment Advisors
Los Angeles , Calif .
13,632.02
65.52 %
$ 1.45
46.38 %
13.08 %
29
The Colony Group
Boston , Mass .
13,054.04
13.01 %
$ 3.35
9.22 %
3.47 %
30
LeafHouse Financial
Austin , Texas
12,902.45
34.70 %
$ 6.77
9.89 %
22.57 %
31
Wealthspire Advisors
New York , N . Y .
12,715.45
19.52 %
$ 2.80
-11.55%
35.13 %
32
AE Wealth Management
Topeka , Kan .
12,637.10
47.22 %
$ 0.24
19.22 %
23.49 %
33
Beacon Pointe Advisors
Newport Beach , Calif .
12,441.99
25.05 %
$ 2.11
-7.80%
35.63 %
34
Cresset
Chicago , Ill .
11,677.08
93.13 %
$ 12.29
-8.11%
110.18 %
35
EP Wealth Advisors
Torrance , Calif .
10,751.30
55.14 %
$ 1.30
2.80 %
50.91 %
36
Eaton Vance WaterOak Advisors
Boston , Mass .
10,364.19
33.86 %
$ 6.61
-24.49%
77.29 %
37
WE Family Offices
Miami , Fla .
10,200.64
19.48 %
$ 118.61
8.37 %
10.26 %
38
Evercore Wealth Management
New York , N . Y .
10,166.56
10.54 %
$ 14.97
-0.85%
11.49 %
39
Allworth Financial
Sacramento , Calif .
10,118.71
24.99 %
$ 0.77
6.94 %
16.88 %
40
myCIO Wealth Partners
Philadelphia , Pa .
9,913.02
11.97 %
$ 12.10
3.36 %
8.33 %
41
Mason Investment Advisory Services
Reston , Va .
9,527.64
14.37 %
$ 13.11
10.12 %
3.86 %
42
MAI Capital Management
Cleveland , Ohio
9,248.84
29.06 %
$ 3.56
-23.96%
69.72 %
43
Savant Wealth Management
Rockford , Ill .
8,954.58
33.89 %
$ 1.39
9.06 %
22.77 %
44
Homrich Berg
Atlanta , Ga .
8,929.22
27.83 %
$ 4.15
18.91 %
7.50 %
45
Ballentine Partners
Waltham , Mass .
8,673.38
9.40 %
$ 36.29
5.74 %
3.46 %
46
TAG Associates
New York , N . Y .
8,641.47
3.50 %
$ 78.56
3.50 %
0.00 %
47
Brighton Jones
Seattle , Wash .
8,443.26
24.17 %
$ 3.99
6.09 %
17.04 %
48
RMB Capital
Chicago , Ill .
8,438.73
-2.61%
$ 4.46
-7.44%
5.22 %
49
GW & Wade
Wellesley , Mass .
8,291.84
23.75 %
$ 2.65
-1.69%
25.88 %
50
Mill Creek Capital Advisors
Conshohocken , Pa .
8,050.91
19.64 %
$ 23.07
13.13 %
5.76 %
* Discretionary and nondiscretionary AUM reported on Form ADV . ** Average assets per client relationship . † Transitioned to an independent RIA in 2020 .
july / august 2021 | financial advisor magazine | 39