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 | |||||||