FA Magazine July/August 2021 - Page 50

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
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
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