FA Magazine July/August 2021 - Page 44

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
51
Arnerich Massena
Portland , Ore .
7,892.10
9.96 %
$ 23.77
4.33 %
5.40 %
52
Lido Advisors
Los Angeles , Calif .
7,692.39
42.36 %
$ 2.73
2.88 %
38.37 %
53
CV Advisors
Aventura , Fla .
7,660.77
12.48 %
$ 90.13
4.54 %
7.59 %
54
Freestone Capital Management
Seattle , Wash .
7,223.48
33.72 %
$ 3.46
19.64 %
11.76 %
55
Bartlett Wealth Management
Cincinnati , Ohio
7,189.17
10.51 %
$ 3.74
15.97 %
-4.71%
56
Brookstone Capital Management
Wheaton , Ill .
7,015.84
137.83 %
$ 0.21
22.41 %
94.29 %
57
RSM US Wealth Management
Minneapolis , Minn .
7,011.27
13.01 %
$ 1.87
11.57 %
1.30 %
58
Tolleson Private Wealth Management
Dallas , Texas
6,878.35
3.75 %
$ 38.64
2.58 %
1.14 %
59
Douglas C . Lane & Associates
New York , N . Y .
6,877.25
9.16 %
$ 5.66
9.16 %
0.00 %
60
Wetherby Asset Management
San Francisco , Calif .
6,572.33
15.23 %
$ 11.35
9.86 %
4.89 %
61
Monroe Vos Consulting
Houston , Texas
6,541.48
16.26 %
$ 62.30
9.61 %
6.06 %
62
Adviser Investments
Newton , Mass .
6,541.32
12.08 %
$ 1.73
12.85 %
-0.68%
63
Valeo Financial Advisors
Carmel , Ind .
6,391.63
29.85 %
$ 3.55
15.42 %
12.50 %
64
Ropes Wealth Advisors
Boston , Mass .
6,331.32
26.28 %
$ 5.48
33.27 %
-5.25%
65
Welch & Forbes
Boston , Mass .
6,264.29
12.06 %
$ 7.68
8.49 %
3.29 %
66
Conrad Siegel Investment Advisors
Harrisburg , Pa .
6,170.05
6.31 %
$ 19.90
9.74 %
-3.13%
67
Brownson , Rehmus & Foxworth
Chicago , Ill .
6,024.77
8.15 %
$ 14.04
12.69 %
-4.03%
68
Altair Advisers
Chicago , Ill .
6,024.31
18.18 %
$ 17.98
9.72 %
7.72 %
69
Heck Capital Advisors
Rhinelander , Wis .
5,953.45
4.27 %
$ 5.79
-1.10%
5.43 %
70
Northside Capital Management
Hood River , Ore .
5,843.78
23.45 %
$ 177.08
12.22 %
10.00 %
71
Gofen and Glossberg
Chicago , Ill .
5,555.83
11.83 %
$ 5.67
8.52 %
3.05 %
72
Sequoia Financial Group
Akron , Ohio
5,547.44
20.13 %
$ 1.49
11.03 %
8.19 %
73
Joel Isaacson & Co .
New York , N . Y .
5,515.35
15.07 %
$ 4.81
17.87 %
-2.38%
74
Dowling & Yahnke
San Diego , Calif .
5,480.15
15.85 %
$ 4.09
10.05 %
5.27 %
75
The Mather Group
Chicago , Ill .
5,424.41
35.99 %
$ 2.51
-8.06%
47.91 %
76
BDF
Itasca , Ill .
5,366.48
16.79 %
$ 3.74
10.19 %
5.99 %
77
Forum Financial Management
Lombard , Ill .
5,365.78
17.98 %
$ 1.34
12.82 %
4.58 %
78
Arlington Partners
Birmingham , Ala .
5,314.49
-1.98%
$ 38.23
-13.97%
13.93 %
79
Greenspring Advisors
Towson , Md .
5,248.23
11.92 %
$ 8.99
-6.28%
19.43 %
80
RegentAtlantic
Morristown , N . J .
5,156.33
5.21 %
$ 3.02
1.70 %
3.46 %
81
Plancorp
St . Louis , Mo .
5,067.86
11.62 %
$ 3.72
6.95 %
4.37 %
82
HBKS Wealth Advisors
Erie , Pa .
5,053.26
35.88 %
$ 0.91
31.65 %
3.21 %
83
B | O | S
San Francisco , Calif .
5,023.10
8.55 %
$ 5.59
11.93 %
-3.02%
84
Clarfeld Financial Advisors
Tarrytown , N . Y .
5,018.04
19.95 %
$ 6.10
1.13 %
18.61 %
85
Modera Wealth Management
Westwood , N . J .
4,957.47
80.52 %
$ 2.60
32.67 %
36.07 %
86
Bradley , Foster & Sargent
Hartford , Conn .
4,879.42
15.13 %
$ 3.20
10.45 %
4.23 %
87
RGT Wealth Advisors
Dallas , Texas
4,860.32
12.11 %
$ 7.75
2.99 %
8.85 %
88
The Caprock Group
Boise , Idaho
4,738.61
30.36 %
$ 31.59
14.72 %
13.64 %
89
GYL Financial Synergies
West Hartford , Conn .
4,733.25
11.05 %
$ 3.51
10.48 %
0.52 %
90
Geller Advisors
New York , N . Y .
4,607.00
29.39 %
$ 38.71
4.38 %
23.96 %
91
TCG Advisory Services
Austin , Texas
4,601.95
-27.36%
$ 2.08
-41.64%
24.46 %
92
Avantax Planning Partners
Dubuque , Iowa
4,592.46
12.91 %
$ 1.03
12.10 %
0.72 %
93
Finaccess Advisors
Miami , Fla .
4,591.32
-2.55%
$ 45.91
-18.14%
19.05 %
94
Brightworth
Atlanta , Ga .
4,585.31
13.66 %
$ 2.91
7.02 %
6.20 %
95
SignatureFD
Atlanta , Ga .
4,578.00
17.05 %
$ 3.29
6.95 %
9.44 %
96
Retirement Planners of America
Plano , Texas
4,472.59
-8.51%
$ 0.52
-5.40%
-3.29%
97
Bailard
Foster City , Calif .
4,419.85
12.76 %
$ 5.46
8.31 %
4.11 %
98
Pension Consultants
Springfield , Mo .
4,383.80
15.09 %
$ 38.45
14.08 %
0.88 %
99
WMS Partners
Towson , Md .
4,368.46
10.40 %
$ 10.25
-5.93%
17.36 %
100
Edge Capital Group
Atlanta , Ga .
4,322.97
6.21 %
$ 16.13
2.25 %
3.88 %
101
Coldstream Wealth Management
Bellevue , Wash .
4,322.47
10.10 %
$ 2.85
0.67 %
9.37 %
* Discretionary and nondiscretionary AUM reported on Form ADV . ** Average assets per client relationship . † Transitioned to an independent RIA in 2020 .
40 | financial advisor magazine | JUlY / aUgUst 2021
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