FA Magazine July/August 2021 - Page 52

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
356
REDW Wealth
Albuquerque , N . M .
822.83
9.16 %
$ 2.29
8.25 %
0.84 %
357
Fusion Family Wealth
Woodbury , N . Y .
818.00
21.01 %
$ 3.00
12.58 %
7.48 %
358
Woodard & Company Asset Management Group
Bermuda Run , N . C .
813.80
13.45 %
$ 0.54
39.93 %
-18.92%
359
Archford
Swansea , Ill .
810.35
23.28 %
$ 1.41
31.63 %
-6.34%
360
Seasons of Advice Wealth Management
New York , N . Y .
805.21
21.65 %
$ 1.09
18.68 %
2.50 %
361
Medley & Brown
Ridgeland , Miss .
803.32
2.10 %
$ 1.54
1.51 %
0.58 %
362
Triad Financial Advisors
Greensboro , N . C .
802.32
11.38 %
$ 1.14
8.21 %
2.94 %
363
Investment Security Group
Denver , Colo .
800.00
7.96 %
$ 1.07
0.76 %
7.14 %
364
Versant Capital Management
Phoenix , Ariz .
796.43
3.08 %
$ 1.80
0.75 %
2.31 %
365
DiNuzzo Private Wealth
Beaver , Pa .
795.00
1.89 %
$ 1.04
0.56 %
1.32 %
366
Steigerwald , Gordon & Koch Wealth Advisors
Leesburg , Va .
790.00
9.12 %
$ 1.65
9.12 %
0.00 %
367
Janiczek Wealth Management
Denver , Colo .
780.15
15.56 %
$ 5.78
7.00 %
8.00 %
368
Vintage Financial Services
Ann Arbor , Mich .
779.24
11.91 %
$ 1.50
10.83 %
0.97 %
369
HCM Wealth Advisors
Cincinnati , Ohio
767.90
8.47 %
$ 1.11
10.83 %
-2.13%
370
New England Investment & Retirement Group
North Andover , Mass .
765.98
16.94 %
$ 1.01
13.25 %
3.26 %
371
Aufman Associates
Sewickley , Pa .
764.08
5.66 %
$ 3.47
3.26 %
2.33 %
372
Hemington Wealth Management
Falls Church , Va .
755.90
-14.66%
$ 1.94
0.22 %
-14.85%
373
Marshall Financial Group
Doylestown , Pa .
747.72
12.05 %
$ 1.62
12.05 %
0.00 %
374
Moisand Fitzgerald Tamayo
Orlando , Fla .
742.76
14.20 %
$ 1.21
9.72 %
4.08 %
375
Financial Advisory Corporation
Grand Rapids , Mich .
731.26
7.79 %
$ 3.48
-4.53%
12.90 %
376
WPWealth
Fort Worth , Texas
726.01
16.87 %
$ 1.79
5.61 %
10.66 %
377
Blankinship & Foster
Solana Beach , Calif .
722.23
19.88 %
$ 2.44
6.11 %
12.98 %
378
Yeske Buie
San Francisco , Calif .
722.11
-2.89%
$ 2.77
-1.41%
-1.51%
379
Willis Johnson & Associates
Houston , Texas
721.94
19.26 %
$ 2.17
20.34 %
-0.89%
380
Stage Harbor Financial
Needham , Mass .
718.20
13.74 %
$ 3.01
3.27 %
10.14 %
381
Deerfield
Indianapolis , Ind .
715.77
2.64 %
$ 2.50
10.90 %
-7.44%
382
Southern Financial Group
Birmingham , Ala .
705.41
11.67 %
$ 0.56
1.43 %
10.09 %
383
Investec Wealth Strategies
Houston , Texas
700.57
17.19 %
$ 2.36
13.64 %
3.13 %
384
Virtue Capital Management
Brentwood , Tenn .
700.32
32.32 %
$ 0.11
14.67 %
15.39 %
385
WorthPointe
San Diego , Calif .
690.91
10.75 %
$ 1.36
1.17 %
9.46 %
386
Halpern Financial
Ashburn , Va .
686.84
23.84 %
$ 2.54
13.29 %
9.31 %
387
Regatta Capital Group
El Segundo , Calif .
682.41
40.09 %
$ 0.85
18.20 %
18.52 %
388
Nelson Capital Management
Menlo Park , Calif .
680.00
-13.04%
$ 5.23
0.33 %
-13.33%
389
Ruggie Wealth Management
Tavares , Fla .
679.00
9.93 %
$ 0.85
4.42 %
5.28 %
390
Briaud Financial Advisors
College Station , Texas
672.51
13.26 %
$ 2.51
9.88 %
3.08 %
391
The Wealth Collaborative
Westlake Village , Calif .
671.35
20.84 %
$ 3.63
17.57 %
2.78 %
392
William Mack & Associates
Troy , Mich .
664.80
15.94 %
$ 0.90
12.34 %
3.20 %
393
Financial Partners Capital Management
New York , N . Y .
654.02
16.16 %
$ 2.32
11.22 %
4.44 %
394
PJ Schmidt Investment Management
Cedarburg , Wis .
652.45
8.90 %
$ 1.61
56.49 %
-30.41%
395
StrategicPoint Investment Advisors
Providence , R . I .
648.31
5.97 %
$ 1.01
5.80 %
0.16 %
396
CapSouth Wealth Management
Dothan , Ala .
643.62
13.15 %
$ 1.64
2.78 %
10.08 %
397
Total Wealth Planning
Cincinnati , Ohio
641.13
14.72 %
$ 1.61
7.52 %
6.70 %
398
Cypress Point Wealth Management
Dallas , Texas
629.66
-8.64%
$ 4.43
11.30 %
-17.92%
399
Canal Capital Management
Richmond , Va .
628.75
32.04 %
$ 1.59
19.34 %
10.64 %
400
Sensible Financial Planning and Management
Waltham , Mass .
616.46
15.06 %
$ 2.22
10.92 %
3.73 %
401
Omega Wealth Partners
Fort Worth , Texas
616.00
16.89 %
$ 2.05
7.15 %
9.09 %
402
Omnia Family Wealth
Aventura , Fla .
610.52
4.60 %
$ 8.98
4.60 %
0.00 %
403
Berkshire Money Management
Dalton , Mass .
609.00
29.32 %
$ 0.98
21.38 %
6.54 %
404
Klaas Financial
Loves Park , Ill .
605.00
32.39 %
$ 0.58
45.51 %
-9.02%
405
Optas Capital
San Francisco , Calif .
598.56
14.51 %
$ 5.25
-8.59%
25.27 %
406
Asset Management Group
Stamford , Conn .
595.96
19.54 %
$ 2.27
18.63 %
0.77 %
* Discretionary and nondiscretionary AUM reported on Form ADV . ** Average assets per client relationship . † Transitioned to an independent RIA in 2020 .
48 | fINANcIAl AdvIsoR mAGAzINe | JUlY / AUGUst 2021
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