FA Magazine July/August 2021 - Page 48

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
153
Lake Street Advisors
Portsmouth , N . H .
2,910.53
57.26 %
$ 52.92
48.68 %
5.77 %
154
TFO-TDC
Maumee , Ohio
2,899.44
13.87 %
$ 2.06
9.57 %
3.92 %
155
TFO Phoenix
Phoenix , Ariz .
2,891.34
-15.20%
$ 17.42
-6.01%
-9.78%
156
JFS Wealth Advisors
Hermitage , Pa .
2,805.31
8.76 %
$ 1.33
6.44 %
2.18 %
157
GM Advisory Group
Melville , N . Y .
2,804.04
33.01 %
$ 5.48
17.16 %
13.53 %
158
Palladium Registered Investment Advisors
Norfolk , Va .
2,788.51
10.12 %
$ 2.63
4.21 %
5.67 %
159
Wellesley Asset Management
Wellesley , Mass .
2,786.28
11.93 %
$ 1.68
9.63 %
2.09 %
160
Coastal Bridge Advisors
Westport , Conn .
2,774.61
32.19 %
$ 9.57
28.09 %
3.20 %
161
HoyleCohen
San Diego , Calif .
2,766.23
61.47 %
$ 2.31
57.43 %
2.56 %
162
Halbert Hargrove Global Advisors
Long Beach , Calif .
2,762.89
8.80 %
$ 4.05
4.17 %
4.44 %
163
Klingman & Associates
New York , N . Y .
2,700.57
27.09 %
$ 5.56
14.54 %
10.96 %
164
Fairview Capital Investment Management
Greenbrae , Calif .
2,678.92
13.92 %
$ 13.39
5.37 %
8.11 %
165
Chicago Capital
Chicago , Ill .
2,678.32
31.04 %
$ 5.19
17.83 %
11.21 %
166
Accredited Investors Wealth Management
Edina , Minn .
2,675.83
16.47 %
$ 4.87
8.40 %
7.44 %
167
Family Management Corporation
New York , N . Y .
2,627.20
27.67 %
$ 3.89
20.50 %
5.96 %
168
Capital Wealth Planning
Naples , Fla .
2,610.57
46.41 %
$ 0.53
7.27 %
36.49 %
169
Carlson Capital Management
Northfield , Minn .
2,596.42
14.12 %
$ 2.32
8.01 %
5.66 %
170
CG Advisory Services
Haslett , Mich .
2,584.05
15.62 %
$ 0.27
-7.08%
24.43 %
171
Sage Financial Group
Conshohocken , Pa .
2,557.40
17.71 %
$ 3.79
12.47 %
4.65 %
172
Barrett Asset Management
New York , N . Y .
2,516.31
18.41 %
$ 2.69
-13.88%
37.50 %
173
SJS Investment Services
Sylvania , Ohio
2,510.11
14.11 %
$ 3.09
6.95 %
6.69 %
174
Beaumont Financial Partners
Needham , Mass .
2,452.73
10.33 %
$ 4.91
5.92 %
4.17 %
175
Wescott Financial Advisory Group
Philadelphia , Pa .
2,440.47
15.09 %
$ 4.73
11.07 %
3.61 %
176
Private Ocean Wealth Management
San Rafael , Calif .
2,439.11
6.30 %
$ 2.45
9.19 %
-2.64%
177
AGW Capital Advisors
Tampa , Fla .
2,426.25
13.83 %
$ 24.26
1.31 %
12.36 %
178
Evensky Katz
Coral Gables , Fla .
2,366.37
12.89 %
$ 2.24
3.81 %
8.74 %
179
True North Advisors
Dallas , Texas
2,338.10
46.01 %
$ 4.00
38.51 %
5.42 %
180
G . W . Henssler & Associates
Kennesaw , Ga .
2,337.12
11.03 %
$ 1.85
-9.15%
22.22 %
181
Radnor Financial Advisors
Wayne , Pa .
2,331.77
24.62 %
$ 4.55
10.77 %
12.50 %
182
Wealthcare Capital Management
Richmond , Va .
2,314.46
33.16 %
$ 0.58
21.55 %
9.55 %
183
One Capital Management
Westlake Village , Calif .
2,285.78
42.15 %
$ 1.68
4.60 %
35.90 %
184
Bragg Financial Advisors
Charlotte , N . C .
2,272.12
27.97 %
$ 1.72
16.71 %
9.65 %
185
Morton Capital Management
Calabasas , Calif .
2,210.88
8.56 %
$ 2.19
5.23 %
3.16 %
186
Greenwich Wealth Management
Greenwich , Conn .
2,197.15
49.95 %
$ 12.34
37.32 %
9.20 %
187
Resource Consulting Group
Orlando , Fla .
2,193.42
8.03 %
$ 4.63
4.16 %
3.72 %
188
MCF Advisors
Covington , Ky .
2,168.28
16.09 %
$ 3.02
-0.59%
16.78 %
189
IFG Advisory
Atlanta , Ga .
2,159.83
19.20 %
$ 0.34
-3.00%
22.88 %
190
Chesley , Taft & Associates
Chicago , Ill .
2,146.05
10.41 %
$ 5.96
10.11 %
0.28 %
191
Retirement Income Solutions
Ann Arbor , Mich .
2,130.78
8.35 %
$ 1.77
8.17 %
0.17 %
192
LaSalle St . Investment Advisors
Elmhurst , Ill .
2,130.20
22.53 %
$ 0.57
11.40 %
9.99 %
193
Schneider Downs Wealth Management Advisors Pittsburgh , Pa .
2,114.94
16.34 %
$ 3.18
8.29 %
7.43 %
194
Axxcess Wealth Management
Carlsbad , Calif .
2,096.68
62.95 %
$ 0.33
-47.91%
212.84 %
195
Covenant
San Antonio , Texas
2,058.69
13.48 %
$ 3.79
5.33 %
7.74 %
196
Texas Yale Capital Corp
St Petersburg , Fla .
2,045.43
6.95 %
$ 19.12
5.95 %
0.94 %
197
Courier Capital
Buffalo , N . Y .
2,044.05
7.09 %
$ 2.53
5.37 %
1.64 %
198
AJ Wealth
New York , N . Y .
2,037.00
37.36 %
$ 8.45
24.25 %
10.55 %
199
Altium Wealth Management
Purchase , N . Y .
2,027.00
21.52 %
$ 2.31
19.72 %
1.51 %
200
Smith Salley & Associates
Greensboro , N . C .
2,026.64
19.82 %
$ 3.26
9.20 %
9.72 %
201
RINET Company
Boston , Mass .
2,022.90
3.99 %
$ 10.70
2.34 %
1.61 %
202
Miracle Mile Advisors
Los Angeles , Calif .
2,012.82
36.41 %
$ 2.90
11.68 %
22.14 %
203
BakerAvenue Wealth Management
San Francisco , Calif .
2,006.00
12.32 %
$ 2.90
10.20 %
1.92 %
* Discretionary and nondiscretionary AUM reported on Form ADV . ** Average assets per client relationship . † Transitioned to an independent RIA in 2020 .
44 | fINANcIAl AdvIsoR mAGAzINe | JUlY / AUGUst 2021
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