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 |
255 |
Ashfield Capital Partners |
San Francisco , Calif . |
1,483.64 |
22.73 % |
$ 8.73 |
19.12 % |
3.03 % |
256 |
Cabana Asset Management |
Fayetteville , Ark . |
1,481.53 |
45.76 % |
$ 0.20 |
4.05 % |
40.09 % |
257 |
Sadoff Investment Management |
Milwaukee , Wis . |
1,473.94 |
0.93 % |
$ 2.41 |
5.39 % |
-4.23% |
258 |
Abacus Planning Group |
Columbia , S . C . |
1,452.69 |
12.86 % |
$ 5.12 |
-0.25% |
13.15 % |
259 |
Frank , Rimerman Advisors |
Palo Alto , Calif . |
1,450.31 |
3.73 % |
$ 14.50 |
3.73 % |
0.00 % |
260 |
Conservest Capital Advisors |
Wynnewood , Pa . |
1,436.11 |
32.73 % |
$ 6.16 |
28.74 % |
3.10 % |
261 |
Cornerstone Advisory |
Hunt Valley , Md . |
1,429.41 |
7.16 % |
$ 1.99 |
18.47 % |
-9.55% |
262 |
Albion Financial Group |
Salt Lake City , Utah |
1,427.28 |
19.26 % |
$ 1.65 |
-0.87% |
20.31 % |
263 |
Transform Wealth |
Greenwood Village , Colo . |
1,400.90 |
13.59 % |
$ 0.82 |
-17.95% |
38.44 % |
264 |
Ensemble Capital Management |
Burlingame , Calif . |
1,399.26 |
38.44 % |
$ 5.71 |
14.14 % |
21.29 % |
265 |
Polaris Wealth Advisory Group |
San Rafael , Calif . |
1,392.90 |
19.97 % |
$ 1.16 |
0.13 % |
19.82 % |
266 |
Main Street Research |
Sausalito , Calif . |
1,389.97 |
32.37 % |
$ 2.53 |
68.47 % |
-21.43% |
267 |
Kings Point Capital Management |
Great Neck , N . Y . |
1,370.44 |
26.76 % |
$ 5.50 |
19.12 % |
6.41 % |
268 |
Condor Capital Wealth Management |
Martinsville , N . J . |
1,350.92 |
15.78 % |
$ 1.88 |
14.49 % |
1.13 % |
269 |
Investment Counsel Company |
Las Vegas , Nev . |
1,350.89 |
27.77 % |
$ 5.61 |
30.42 % |
-2.03% |
270 |
Wealthquest |
Cincinnati , Ohio |
1,348.24 |
16.37 % |
$ 1.03 |
8.14 % |
7.61 % |
271 |
ML & R Wealth Management |
Austin , Texas |
1,336.62 |
21.01 % |
$ 2.44 |
11.74 % |
8.30 % |
272 |
Bloom Advisors |
Farmington Hills , Mich . |
1,327.65 |
11.37 % |
$ 1.10 |
12.39 % |
-0.91% |
273 |
Meyer Capital Group |
Marlton , N . J . |
1,326.36 |
31.98 % |
$ 1.77 |
24.76 % |
5.78 % |
274 |
Inspire Investing |
Hollister , Calif . |
1,314.26 |
107.10 % |
$ 2.78 |
105.35 % |
0.85 % |
275 |
Daintree Advisors |
Boston , Mass . |
1,311.91 |
13.95 % |
$ 4.93 |
6.67 % |
6.83 % |
276 |
UMA Financial Services |
Salt Lake City , Utah |
1,310.30 |
7.06 % |
$ 1.31 |
4.38 % |
2.56 % |
277 |
Van Hulzen Asset Management |
El Dorado Hills , Calif . |
1,309.15 |
18.99 % |
$ 1.48 |
14.02 % |
4.35 % |
278 |
Marcum Wealth |
Cleveland , Ohio |
1,292.45 |
28.48 % |
$ 0.80 |
12.50 % |
14.21 % |
279 |
Durbin Bennett Private Wealth Management |
Austin , Texas |
1,285.83 |
6.25 % |
$ 4.40 |
-19.95% |
32.73 % |
280 |
RZH Advisors |
Stamford , Conn . |
1,285.64 |
30.68 % |
$ 8.81 |
21.73 % |
7.35 % |
281 |
Wright Investors ’ Service |
Shelton , Conn . |
1,277.48 |
3.09 % |
$ 13.31 |
12.75 % |
-8.57% |
282 |
XML Financial Group |
Rockville , Md . |
1,271.69 |
16.49 % |
$ 0.90 |
8.68 % |
7.18 % |
283 |
Beaird Harris Wealth Management |
Dallas , Texas |
1,262.07 |
8.04 % |
$ 1.86 |
-2.94% |
11.31 % |
284 |
Baltimore Washington Financial Advisors |
Columbia , Md . |
1,250.00 |
31.58 % |
$ 1.92 |
61.94 % |
-18.75% |
285 |
R | W Investment Management |
Boise , Idaho |
1,246.72 |
87.80 % |
$ 1.52 |
9.28 % |
71.85 % |
286 |
United Asset Strategies |
Garden City , N . Y . |
1,227.60 |
14.76 % |
$ 1.15 |
-3.02% |
18.33 % |
287 |
Novare Capital Management |
Charlotte , N . C . |
1,224.69 |
5.32 % |
$ 3.21 |
-55.61% |
137.27 % |
288 |
Maple Capital Management |
Montpelier , Vt . |
1,207.95 |
17.19 % |
$ 1.45 |
9.85 % |
6.68 % |
289 |
TFC Financial Management |
Boston , Mass . |
1,206.83 |
11.53 % |
$ 3.38 |
8.09 % |
3.18 % |
290 |
Diversified Portfolios |
Bloomfield Hills , Mich . |
1,203.10 |
16.29 % |
$ 2.31 |
9.58 % |
6.12 % |
291 |
Acorn Financial Services |
Reston , Va . |
1,193.43 |
24.74 % |
$ 0.71 |
13.23 % |
10.17 % |
292 |
Per Stirling Capital Management |
Austin , Texas |
1,176.80 |
24.93 % |
$ 1.03 |
14.58 % |
9.03 % |
293 |
Austin Asset |
Austin , Texas |
1,176.80 |
13.19 % |
$ 3.01 |
10.58 % |
2.36 % |
294 |
Intersect Capital |
San Ramon , Calif . |
1,169.44 |
20.01 % |
$ 2.71 |
16.67 % |
2.86 % |
295 |
Column Capital Advisors |
Indianapolis , Ind . |
1,161.75 |
14.59 % |
$ 3.34 |
10.97 % |
3.26 % |
296 |
Nadler Financial Group |
Deerfield , Ill . |
1,158.20 |
12.17 % |
$ 1.46 |
8.91 % |
2.99 % |
297 |
Sheaff Brock Investment Advisors |
Indianapolis , Ind . |
1,150.92 |
10.97 % |
$ 1.10 |
17.66 % |
-5.69% |
298 |
3EDGE Asset Management |
Boston , Mass . |
1,149.79 |
27.91 % |
$ 2.78 |
-30.63% |
84.38 % |
299 |
Bogart Wealth |
McLean , Va . |
1,138.82 |
20.13 % |
$ 1.48 |
-3.33% |
24.27 % |
300 |
Narwhal Capital Management |
Marietta , Ga . |
1,137.16 |
19.44 % |
$ 63.18 |
-0.46% |
20.00 % |
301 |
Paragon Capital Management |
Denver , Colo . |
1,115.93 |
36.65 % |
$ 7.49 |
40.31 % |
-2.61% |
302 |
Valley National Financial Advisors |
Bethlehem , Pa . |
1,105.56 |
7.47 % |
$ 0.51 |
5.53 % |
1.84 % |
303 |
Edgemoor Investment Advisors |
Bethesda , Md . |
1,101.52 |
3.24 % |
$ 2.88 |
2.97 % |
0.26 % |
304 |
Romano Wealth Management |
Evanston , Ill . |
1,093.37 |
11.68 % |
$ 1.50 |
4.16 % |
7.23 % |
305 |
SAX Wealth Advisors |
Parsippany , N . J . |
1,093.24 |
8.89 % |
$ 1.51 |
8.44 % |
0.42 % |
* Discretionary and nondiscretionary AUM reported on Form ADV . ** Average assets per client relationship . † Transitioned to an independent RIA in 2020 . | |||||||
46 | fINANcIAl AdvIsoR mAGAzINe | JUlY / AUGUst 2021 |
www . fA-mAG . com |
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