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 |
204 |
Constellation Wealth Advisors |
Cincinnati , Ohio |
2,005.65 |
35.88 % |
$ 7.80 |
11.56 % |
21.80 % |
205 |
The Portfolio Strategy Group |
White Plains , N . Y . |
1,980.35 |
7.67 % |
$ 5.23 |
4.54 % |
2.99 % |
206 |
Obermeyer Wood Investment Counsel |
Aspen , Colo . |
1,965.00 |
27.93 % |
$ 3.57 |
22.11 % |
4.76 % |
207 |
Summitry |
Foster City , Calif . |
1,958.10 |
11.04 % |
$ 1.73 |
11.24 % |
-0.18% |
208 |
West Financial Services |
McLean , Va . |
1,942.51 |
13.15 % |
$ 2.39 |
9.40 % |
3.43 % |
209 |
Regal Investment Advisors |
Kentwood , Mich . |
1,936.64 |
32.28 % |
$ 0.29 |
30.92 % |
1.04 % |
210 |
The Welch Group |
Birmingham , Ala . |
1,910.59 |
8.63 % |
$ 1.73 |
-0.83% |
9.54 % |
211 |
CoastEdge Partners |
La Jolla , Calif . |
1,901.93 |
10.73 % |
$ 18.47 |
-8.62% |
21.18 % |
212 |
Beirne Wealth Consulting Services |
Shelton , Conn . |
1,895.17 |
7.45 % |
$ 5.21 |
14.53 % |
-6.19% |
213 |
RTD Financial Advisors |
Philadelphia , Pa . |
1,877.02 |
15.59 % |
$ 3.01 |
12.07 % |
3.14 % |
214 |
Farr Miller & Washington |
Washington , D . C . |
1,872.20 |
0.42 % |
$ 3.08 |
-4.38% |
5.02 % |
215 |
Reilly Financial Advisors |
La Mesa , Calif . |
1,863.72 |
2.98 % |
$ 1.69 |
-8.72% |
12.82 % |
216 |
6 Meridian |
Wichita , Kan . |
1,854.14 |
3.12 % |
$ 2.81 |
-1.42% |
4.60 % |
217 |
Fairway Wealth Management |
Independence , Ohio |
1,847.01 |
14.19 % |
$ 7.39 |
8.71 % |
5.04 % |
218 |
Capstone Financial Advisors |
Downers Grove , Ill . |
1,836.63 |
11.82 % |
$ 3.47 |
8.01 % |
3.52 % |
219 |
Heritage Financial Services |
Westwood , Mass . |
1,825.00 |
13.99 % |
$ 1.87 |
10.02 % |
3.61 % |
220 |
Magnus Financial Group |
New York , N . Y . |
1,819.79 |
15.27 % |
$ 2.70 |
4.51 % |
10.29 % |
221 |
McKinley Carter Wealth Services |
Wheeling , W . Va . |
1,814.68 |
42.62 % |
$ 1.07 |
-20.36% |
79.07 % |
222 |
Ritholtz Wealth Management |
New York , N . Y . |
1,806.28 |
39.09 % |
$ 1.24 |
6.27 % |
30.88 % |
223 |
Colorado Financial Management |
Boulder , Colo . |
1,803.38 |
14.36 % |
$ 2.45 |
10.15 % |
3.81 % |
224 |
Financial Advisory Service |
Leawood , Kan . |
1,793.86 |
26.28 % |
$ 1.59 |
7.76 % |
17.19 % |
225 |
Certified Financial Group |
Altamonte Springs , Fla . |
1,787.05 |
18.26 % |
$ 0.87 |
11.81 % |
5.77 % |
226 |
Osborne Partners Capital Management |
San Francisco , Calif . |
1,763.07 |
8.00 % |
$ 3.09 |
3.84 % |
4.01 % |
227 |
Resource Management |
Metairie , La . |
1,750.00 |
51.80 % |
$ 3.18 |
44.90 % |
4.76 % |
228 |
Vigilant Capital Management |
Portland , Maine |
1,746.26 |
25.73 % |
$ 4.15 |
11.40 % |
12.87 % |
229 |
Foundations Investment Advisors |
Phoenix , Ariz . |
1,744.12 |
69.67 % |
$ 0.22 |
8.24 % |
56.75 % |
230 |
Legacy Wealth Management |
Memphis , Tenn . |
1,737.54 |
16.79 % |
$ 1.59 |
16.79 % |
0.00 % |
231 |
Foster & Motley |
Cincinnati , Ohio |
1,727.15 |
12.45 % |
$ 2.51 |
7.55 % |
4.56 % |
232 |
Artemis Wealth Advisors |
New York , N . Y . |
1,722.63 |
18.34 % |
$ 114.84 |
18.34 % |
0.00 % |
233 |
EFS Advisors |
Cambridge , Minn . |
1,720.09 |
20.79 % |
$ 0.10 |
6.62 % |
13.29 % |
234 |
Biltmore Family Office |
Charlotte , N . C . |
1,712.27 |
32.33 % |
$ 25.56 |
8.63 % |
21.82 % |
235 |
Robertson Stephens Wealth Management |
San Francisco , Calif . |
1,707.54 |
42.43 % |
$ 4.94 |
3.32 % |
37.85 % |
236 |
CFS Investment Advisory Services |
Totowa , N . J . |
1,704.25 |
16.69 % |
$ 3.41 |
10.85 % |
5.26 % |
237 |
CPS Investment Advisors |
Lakeland , Fla . |
1,702.43 |
16.58 % |
$ 0.63 |
-0.08% |
16.67 % |
238 |
BLB & B Advisors |
Montgomeryville , Pa . |
1,688.44 |
18.78 % |
$ 1.45 |
10.11 % |
7.88 % |
239 |
Windsor Wealth Management |
Indianapolis , Ind . |
1,680.16 |
15.81 % |
$ 1.83 |
7.99 % |
7.23 % |
240 |
SFMG Wealth Advisors |
Plano , Texas |
1,668.45 |
7.88 % |
$ 2.75 |
4.85 % |
2.89 % |
241 |
Glassman Wealth Services |
Vienna , Va . |
1,662.30 |
14.29 % |
$ 5.50 |
4.07 % |
9.82 % |
242 |
Apella Capital |
Glastonbury , Conn . |
1,662.00 |
91.25 % |
$ 0.83 |
72.84 % |
10.66 % |
243 |
Capital Wealth Advisors |
Naples , Fla . |
1,661.88 |
6.16 % |
$ 1.51 |
5.10 % |
1.01 % |
244 |
Guyasuta Investment Advisors |
Pittsburgh , Pa . |
1,634.88 |
16.37 % |
$ 4.30 |
11.78 % |
4.11 % |
245 |
Krilogy |
Creve Coeur , Mo . |
1,617.06 |
25.68 % |
$ 0.87 |
16.90 % |
7.51 % |
246 |
Strategic Financial Services |
Utica , N . Y . |
1,582.08 |
16.33 % |
$ 1.50 |
13.25 % |
2.72 % |
247 |
BerganKDV Wealth Management |
Bloomington , Minn . |
1,563.30 |
13.36 % |
$ 1.84 |
24.43 % |
-8.90% |
248 |
Stonebridge Capital Advisors |
Saint Paul , Minn . |
1,544.77 |
4.73 % |
$ 1.29 |
-8.36% |
14.29 % |
249 |
CapTrust Financial Advisors |
Holland , Mich . |
1,517.45 |
5.07 % |
$ 1.92 |
0.42 % |
4.63 % |
250 |
LBMC Investment Advisors |
Brentwood , Tenn . |
1,516.62 |
13.21 % |
$ 3.41 |
4.82 % |
8.01 % |
251 |
ProVise Management Group |
Clearwater , Fla . |
1,515.64 |
0.38 % |
$ 1.17 |
-10.93% |
12.70 % |
252 |
Pinnacle Wealth Planning Services |
Mansfield , Ohio |
1,502.39 |
10.31 % |
$ 1.91 |
3.31 % |
6.78 % |
253 |
Altfest Personal Wealth Management |
New York , N . Y . |
1,500.25 |
14.09 % |
$ 2.36 |
9.60 % |
4.10 % |
254 |
Prosperity Capital Advisors |
Westlake , Ohio |
1,487.45 |
21.57 % |
$ 0.46 |
16.85 % |
4.03 % |
* 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 | 45 | |||||||