FA Magazine July/August 2021 - Page 51

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
306
SilverOak Wealth Management
Edina , Minn .
1,078.95
13.50 %
$ 3.32
8.61 %
4.50 %
307
BT Wealth Management
Atlanta , Ga .
1,065.55
3.88 %
$ 3.16
-3.52%
7.67 %
308
Azzad Asset Management
Falls Church , Va .
1,063.57
30.91 %
$ 0.84
13.36 %
15.48 %
309
The Advisory Group of San Francisco
San Francisco , Calif .
1,061.67
29.69 %
$ 6.64
32.93 %
-2.44%
310
Bitterroot Capital Advisors
Bozeman , Mont .
1,060.50
13.39 %
$ 70.70
13.39 %
0.00 %
311
Intelligence Driven Advisers
Carlsbad , Calif .
1,060.38
19.83 %
$ 1.06
5.76 %
13.30 %
312
Zuckerman Investment Group
Chicago , Ill .
1,048.35
10.76 %
$ 3.49
10.76 %
0.00 %
313
Sather Financial Group
Victoria , Texas
1,048.18
25.83 %
$ 2.47
10.73 %
13.64 %
314
Madison Wealth Management
Cincinnati , Ohio
1,040.84
15.88 %
$ 2.12
12.81 %
2.73 %
315
Aveo Capital Partners
Greenwood Village , Colo .
1,027.75
55.72 %
$ 0.93
40.74 %
10.64 %
316
Avitas Wealth Management
Century City , Calif .
1,025.42
20.06 %
$ 4.77
10.57 %
8.59 %
317
Telos Capital Management
San Diego , Calif .
1,017.49
30.97 %
$ 1.36
19.43 %
9.66 %
318
BigSur Partners
Miami , Fla .
1,014.27
0.66 %
$ 50.71
-4.37%
5.26 %
319
Palisade Asset Management
Minneapolis , Minn .
1,014.06
8.89 %
$ 4.51
143.91 %
-55.36%
320
Weatherly Asset Management
Del Mar , Calif .
1,012.08
15.59 %
$ 2.86
13.96 %
1.43 %
321
Smith Anglin Financial
Dallas , Texas
1,001.70
22.76 %
$ 0.99
7.06 %
14.67 %
ASSET CATEGORY : $ 500 milliOn TO < $ 1 billiOn
322
AlphaCore Capital
La Jolla , Calif .
998.27
136.01 %
$ 1.31
46.43 %
61.18 %
323
Cardan Capital Partners
Denver , Colo .
992.50
5.43 %
$ 2.65
2.90 %
2.46 %
324
Quadrant Private Wealth
Bethlehem , Pa .
991.91
42.47 %
$ 1.57
-14.07%
65.79 %
325
TrinityPoint Wealth
Milford , Conn .
990.22
18.28 %
$ 1.30
9.92 %
7.61 %
326
Professional Planning Group
Westerly , R . I .
971.75
8.53 %
$ 0.56
5.26 %
3.10 %
327
Retirement Investment Advisors
Oklahoma City , Okla .
959.96
17.67 %
$ 0.77
15.30 %
2.05 %
328
Woodmont Investment Counsel
Nashville , Tenn .
958.60
13.98 %
$ 3.20
37.54 %
-17.13%
329
Richard P . Slaughter Associates
Austin , Texas
955.45
26.11 %
$ 2.25
18.69 %
6.25 %
330
SPC Financial
Rockville , Md .
955.13
20.89 %
$ 0.85
10.42 %
9.48 %
331
Rollins Financial
Atlanta , Ga .
953.82
41.38 %
$ 1.07
31.24 %
7.72 %
332
BFSG
Irvine , Calif .
950.89
11.33 %
$ 1.20
4.86 %
6.17 %
333
Cahaba Wealth Management
Atlanta , Ga .
949.97
22.85 %
$ 1.67
-5.05%
29.38 %
334
PDS Planning
Dublin , Ohio
941.73
38.04 %
$ 1.60
27.95 %
7.89 %
335
CJM Wealth Advisers
Fairfax , Va .
941.62
5.15 %
$ 1.30
15.18 %
-8.70%
336
Traphagen Investment Advisors
Oradell , N . J .
922.27
17.58 %
$ 0.65
7.50 %
9.37 %
337
Diversified Lifelong Advisors
Wilmington , Del .
914.78
80.10 %
$ 0.92
24.60 %
44.54 %
338
Delta Financial Group
Basking Ridge , N . J .
911.50
21.33 %
$ 1.29
11.02 %
9.29 %
339
Allegiant Private Advisors
Sarasota , Fla .
911.10
N / A
$ 1.92
N / A
N / A
340
Burton Enright Welch
Walnut Creek , Calif .
904.84
20.42 %
$ 2.10
13.42 %
6.17 %
341
Delegate Advisors
Chapel Hill , N . C .
903.33
11.37 %
$ 29.14
4.18 %
6.90 %
342
Segment Wealth Management
Houston , Texas
902.83
17.46 %
$ 4.65
12.61 %
4.30 %
343
Mayflower Advisors
Boston , Mass .
901.62
N / A
$ 0.84
N / A
N / A
344
Kowal Investment Group
Waukesha , Wis .
900.00
12.50 %
$ 0.82
2.27 %
10.00 %
345
Agili
Richmond , Va .
884.59
16.29 %
$ 2.82
12.59 %
3.29 %
346
Apriem Advisors
Irvine , Calif .
875.93
15.22 %
$ 1.32
11.57 %
3.28 %
347
Financial Planning and Information Services
De Pere , Wis .
874.39
13.34 %
$ 0.85
10.79 %
2.30 %
348
Patton , Albertson , Miller Group
Chattanooga , Tenn .
871.48
6.06 %
$ 1.87
3.56 %
2.41 %
349
Beacon Financial Group
Dallas , Texas
865.00
8.40 %
$ 1.11
5.48 %
2.76 %
350
Blue Chip Partners
Farmington Hills , Mich .
862.03
12.26 %
$ 1.64
2.04 %
10.02 %
351
Petersen Hastings Investment Management
Kennewick , Wash .
838.01
8.85 %
$ 1.09
2.07 %
6.65 %
352
Soundmark Wealth Management
Kirkland , Wash .
831.67
7.84 %
$ 1.62
5.32 %
2.40 %
353
Stepp & Rothwell
Overland Park , Kan .
831.56
20.01 %
$ 3.08
16.90 %
2.66 %
354
Titleist Asset Management
San Antonio , Texas
831.19
54.79 %
$ 0.81
31.64 %
17.59 %
355
Red Door Wealth Management
Memphis , Tenn .
824.32
28.40 %
$ 1.94
18.71 %
8.16 %
* 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 | 47