FA Magazine July/August 2021 - Page 45

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
102
Litman Gregory Asset Management
Walnut Creek , Calif .
4,319.50
-2.72%
$ 8.57
-5.42%
2.86 %
103
Wipfli Financial Advisors
Milwaukee , Wis .
4,278.51
18.23 %
$ 2.22
17.01 %
1.05 %
104
Index Fund Advisors
Irvine , Calif .
4,132.88
2.23 %
$ 1.76
7.06 %
-4.51%
105
Carroll Financial Associates
Charlotte , N . C .
4,085.36
17.19 %
$ 0.73
4.68 %
11.96 %
106
Fort Pitt Capital Group
Pittsburgh , Pa .
4,058.23
14.92 %
$ 1.50
12.79 %
1.89 %
107
Wilbanks , Smith & Thomas Asset Management
Norfolk , Va .
4,014.21
14.44 %
$ 1.80
0.06 %
14.38 %
108
Zhang Financial
Portage , Mich .
4,003.18
24.41 %
$ 0.86
16.55 %
6.75 %
109
Douglass Winthrop Advisors
New York , N . Y .
4,002.15
22.57 %
$ 3.82
7.03 %
14.52 %
110
Crestwood Advisors Group
Boston , Mass .
3,963.02
20.38 %
$ 4.77
11.55 %
7.92 %
111
Ingalls & Snyder
New York , N . Y .
3,930.24
-0.94%
$ 1.01
5.17 %
-5.81%
112
Advisors Capital Management
Ridgewood , N . J .
3,883.91
21.51 %
$ 1.18
10.34 %
10.12 %
113
Allegheny Financial Group
Pittsburgh , Pa .
3,879.48
13.62 %
$ 0.99
5.62 %
7.57 %
114
Truepoint Wealth Counsel
Cincinnati , Ohio
3,864.68
14.44 %
$ 2.67
-16.61%
37.23 %
115
Badgley Phelps Wealth Managers
Seattle , Wash .
3,818.38
19.49 %
$ 4.81
8.05 %
10.58 %
116
Parallel Advisors
San Francisco , Calif .
3,811.59
20.29 %
$ 1.58
11.15 %
8.22 %
117
Northeast Financial Consultants
Westport , Conn .
3,811.07
14.80 %
$ 16.36
11.35 %
3.10 %
118
JMG Financial Group
Downers Grove , Ill .
3,788.00
13.86 %
$ 3.28
3.30 %
10.22 %
119
Annex Wealth Management
Elm Grove , Wis .
3,785.32
46.00 %
$ 0.71
26.99 %
14.97 %
120
Frontier Investment Management Company
Dallas , Texas
3,770.43
17.85 %
$ 1.75
-1.39%
19.51 %
121
Camden Capital
El Segundo , Calif .
3,770.23
-8.73%
$ 10.93
-9.79%
1.17 %
122
Abacus Wealth Partners
Santa Monica , Calif .
3,750.00
37.56 %
$ 2.25
29.33 %
6.37 %
123
Mission Wealth Management
Santa Barbara , Calif .
3,725.61
44.64 %
$ 2.27
8.62 %
33.17 %
124
Crescent Grove Advisors
Lake Forest , Ill .
3,695.57
8.23 %
$ 13.49
2.31 %
5.79 %
125
Cassaday & Company
McLean , Va .
3,682.69
12.27 %
$ 1.31
-17.79%
36.57 %
126
Covinton Capital Management
Los Angeles , Calif .
3,584.28
40.19 %
$ 8.32
59.38 %
-12.04%
127
Clifford Swan Investment Counselors
Pasadena , Calif .
3,534.00
8.60 %
$ 3.91
-5.47%
14.89 %
128
Inverness Counsel
New York , N . Y .
3,528.61
-8.36%
$ 7.52
-9.92%
1.74 %
129
Kovack Advisors
Fort Lauderdale , Fla .
3,518.59
21.49 %
$ 0.41
21.51 %
-0.01%
130
Prio Wealth
Boston , Mass .
3,516.71
36.31 %
$ 5.24
30.01 %
4.84 %
131
F . L . Putnam Investment Management Company
Wellesley , Mass .
3,487.49
25.21 %
$ 3.36
9.06 %
14.81 %
132
Bordeaux Wealth Advisors
Menlo Park , Calif .
3,470.10
52.47 %
$ 21.82
21.78 %
25.20 %
133
Grimes & Company
Westborough , Mass .
3,459.68
19.30 %
$ 1.21
9.94 %
8.51 %
134
Advance Capital Management
Southfield , Mich .
3,451.07
16.77 %
$ 0.57
11.72 %
4.52 %
135
Parsec Financial
Asheville , N . C .
3,427.81
14.56 %
$ 1.87
11.94 %
2.34 %
136
Mainstay Capital Management
Grand Blanc , Mich .
3,419.80
27.81 %
$ 0.92
25.07 %
2.19 %
137
Berman Capital Advisors
Atlanta , Ga .
3,340.18
22.83 %
$ 13.80
5.07 %
16.91 %
138
Warren Averett Asset Management
Birmingham , Ala .
3,291.01
21.17 %
$ 2.57
15.58 %
4.84 %
139
Cary Street Partners Investment Advisory
Richmond , Va .
3,254.68
67.69 %
$ 1.05
N / A
N / A
140
Gradient Investments
Arden Hills , Minn .
3,237.74
25.22 %
$ 0.21
12.52 %
11.29 %
141
Destination Wealth Management
Walnut Creek , Calif .
3,226.54
17.23 %
$ 1.69
10.35 %
6.24 %
142
Telemus Capital
Southfield , Mich .
3,197.31
4.50 %
$ 1.99
-18.69%
28.51 %
143
TCI Wealth Advisors
Tucson , Ariz .
3,182.07
7.02 %
$ 1.36
5.05 %
1.87 %
144
Westmount Asset Management
Los Angeles , Calif .
3,118.54
1.82 %
$ 2.36
2.36 %
-0.53%
145
Crestone Capital
Boulder , Colo .
3,110.88
5.46 %
$ 28.03
-6.89%
13.27 %
146
Heritage Investors Management Corp .
Bethesda , Md .
3,083.05
10.43 %
$ 4.39
11.37 %
-0.85%
147
Pure Financial Advisors
San Diego , Calif .
3,070.77
17.57 %
$ 1.08
1.63 %
15.69 %
148
Frontier Wealth Management
Kansas City , Mo .
3,052.31
24.93 %
$ 1.61
7.38 %
16.35 %
149
CM Wealth Advisors
Beachwood , Ohio
3,036.99
3.38 %
$ 17.86
0.34 %
3.03 %
150
Matter Family Office
St . Louis , Mo .
3,026.00
3.99 %
$ 16.36
1.18 %
2.78 %
151
Budros , Ruhlin & Roe
Columbus , Ohio
3,019.51
10.50 %
$ 3.80
5.63 %
4.61 %
152
Hamilton Capital
Columbus , Ohio
2,911.02
3.46 %
$ 1.23
-1.08%
4.58 %
* 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 | 41