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 |
www . fA-mAG . com |
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