FA Magazine July/August 2021 - Page 49

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
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