Financial Advisors Top Firms

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  • RIASURVEY & RANKING

    2014SpoNSoREd bY

    RiXtremarmt

  • ASSET CATEGORY: $1 BILLION AND OVER

    1 Hall Capital Partners San Francisco, Calif. 27,631.00 14.58 209.33 12.85 1.54

    2 First Republic Investment Management San Francisco, Calif. 25,990.30 28.81 4.24 3.52 24.43

    3 Chevy Chase Trust Bethesda, Md. 18,205.90 24.34 25.93 17.43 5.88

    4 Moneta Group Investment Advisors Clayton, Mo. 16,106.00 7.72 5.73 1.62 6.00

    5 Silvercrest Asset Management Group New York, N.Y. 15,700.00 40.18 32.51 14.35 22.59

    6 Veritable Newtown Square, Pa. 12,944.96 9.48 62.24 6.85 2.46

    7 Oxford Financial Group Indianapolis, Ind. 12,452.11 15.09 19.16 15.09 0.00

    8 Edelman Financial Services Fairfax, Va. 11,632.10 36.11 0.54 9.18 24.66

    9 GenSpring Family Offices Jupiter, Fla. 11,602.57 12.22 32.50 8.69 19.23

    10 Plante Moran Financial Advisors Southfield, Mich. 9,725.45 19.37 4.43 13.50 5.17

    11 United Capital Financial Advisers Newport Beach, Calif. 9,556.54 22.10 1.02 0.02 22.08

    12 Brownson, Rehmus & Foxworth Chicago, Ill. 9,400.00 9.30 18.01 7.00 2.15

    13 Creative Planning Leawood, Kan. 9,105.36 55.54 1.34 10.46 40.80

    14 The Mutual Fund Store Overland Park, Kan. 8,780.55 23.64 0.24 16.79 5.86

    15 Mariner Wealth Advisors Leawood, Kan. 8,633.76 23.35 2.54 12.46 9.68

    16 Convergent Wealth Advisors Potomac, Md. 8,422.38 13.91 19.10 0.56 14.55

    17 Johnson Investment Counsel Cincinnati, Ohio 8,194.63 13.27 3.01 10.81 2.22

    18 Aspiriant Los Angeles, Calif. 8,091.05 12.26 9.30 7.10 4.82

    19 Ronald Blue & Co. Roswell, Ga. 7,827.71 7.28 1.28 12.42 4.57

    20 DiMeo Schneider & Associates Chicago, Ill. 7,460.00 22.98 24.62 16.48 5.57

    21 BBR Partners New York, N.Y. 7,347.90 11.44 79.01 5.45 5.68

    22 Geneva Investment Management of Chicago Chicago, Ill. 7,329.53 28.21 1.93 15.65 52.00

    23 Innovest Portfolio Solutions Denver, Colo. 7,022.85 28.04 32.66 14.94 11.40

    24 Bahl & Gaynor Investment Counsel Cincinnati, Ohio 6,573.56 34.13 11.29 32.29 1.39

    25 myCIO Wealth Partners Philadelphia, Pa. 6,459.40 7.69 10.73 0.36 8.08

    26 Beacon Pointe Advisors Newport Beach, Calif. 6,261.94 10.43 4.82 5.46 16.80

    27 Mercer Advisors Santa Barbara, Calif. 5,345.90 37.71 1.30 17.56 17.14

    28 McGladrey Wealth Management Minneapolis, Minn. 5,090.50 19.16 1.57 16.40 2.37

    29 Evercore Wealth Management New York, N.Y. 4,874.10 7.21 9.75 7.21 0.00

    30 Ballentine Partners Waltham, Mass. 4,777.82 31.95 32.95 24.67 5.84

    31 Heber Fuger Wendin Bloomfield Hills, Mich. 4,723.19 3.76 41.07 9.77 15.00

    32 GW & Wade Wellesley, Mass. 4,587.42 18.09 2.14 15.34 2.39

    33 Tiedemann Wealth Management New York, N.Y. 4,587.15 14.58 35.29 5.77 8.33

    34 Banyan Partners Palm Beach Gardens, Fla. 4,581.00 312.77 2.11 145.46 68.16

    35 Gresham Partners Chicago, Ill. 4,571.56 18.47 61.78 8.87 8.82

    36 Clarfeld Wealth Strategist & Financial Confidantes Tarrytown, N.Y. 4,432.00 13.58 12.66 10.34 2.94

    37 Northside Capital Management Hood River, Ore. 4,409.17 56.41 176.37 37.64 13.64

    38 The Presidio Group San Francisco, Calif. 4,049.40 13.95 28.92 18.01 3.45

    39 RMB Capital Management Chicago, Ill. 3,977.66 28.44 3.82 18.68 8.22

    40 Halbert Hargrove Long Beach, Calif. 3,974.64 94.35 8.51 111.00 7.89

    41 Mason Investment Advisory Services Reston, Va. 3,961.55 20.45 6.07 21.56 0.91

    42 Cornerstone Advisors Asset Management Bethlehem, Pa. 3,947.99 1.24 39.48 1.24 0.00

    43 Sontag Advisory New York, N.Y. 3,911.79 8.51 3.32 9.16 0.59

    44 Tolleson Wealth Management Dalas, Texas 3,881.27 10.96 30.32 8.98 21.90

    45 Ferguson Wellman Capital Management Portland, Ore. 3,808.90 17.52 5.87 9.91 6.92

    46 Federal Street Advisors Boston, Mass. 3,739.28 10.57 26.71 36.82 75.00

    47 Altair Advisers Chicago, Ill. 3,729.04 11.28 13.81 12.21 26.76

    48 Wetherby Asset Management San Francisco, Calif. 3,700.68 9.30 7.46 14.59 4.62

    *Discretionary and nondiscretionary assets under management reported on Form ADV. **Average assets per client relationship. Founded in 2013, not meaningful.

    FAS 2014 RIA RANKING(By Total Assets)

    2013 TOTAL

    ASSETSRANk*

    FIRM NAME LOCATION

    YEAR END2013

    ASSETS($MM)

    % GROWTH IN

    ASSETS 2012-2013

    ASSETSPER

    CLIENT ($MM)**

    % GROWTH IN ASSETS

    PER CLIENT

    % CHANGE IN NO.

    OF CLIENTS

    Sponsored by

    RiXtremarmt

  • *Discretionary and nondiscretionary assets under management reported on Form ADV. **Average assets per client relationship. Founded in 2013, not meaningful. Not meaningful. W.E.s predecessor firm grouped clients differently. CORRECTION NOTE: Due to a reporting error by Welch & Forbes, its assets were underreported at $3,355.95 in the survey. The firms assets as of Dec. 31, 2013, should have been listed as $3,948,620,385. and their %

    growth in assets 20122013 as +17.66.

    49 Savant Capital Management Rockford, Ill. 3,605.18 23.89 1.17 14.64 8.07

    50 Douglas C. Lane & Associates New York, N.Y. 3,598.06 41.56 4.00 25.83 12.50

    51 MAI Wealth Advisors Cleveland, Ohio 3,536.51 19.45 4.53 8.44 10.16

    52 Bartlett & Co. Cincinnati, Ohio 3,519.90 13.13 4.17 12.99 0.12

    53 Mill Creek Capital Advisors Conshohocken, Pa. 3,480.24 22.99 13.81 7.37 14.55

    54 The Colony Group Boston, Mass. 3,387.51 30.16 2.42 15.63 12.57

    55 Homrich Berg Atlanta, Ga. 3,373.93 31.54 2.81 9.62 20.00

    56 Welch & Forbes Boston, Mass. 3,948.62 17.66 5.13 15.67 1.72

    57 Hewins Finan. Advisors/Wipfli Hewins Invest. Advisors San Mateo, Calif. 3,294.00 21.01 2.85 0.88 22.09

    58 kovitz Investment Group Chicago, Ill. 3,185.00 31.07 3.25 27.06 3.16

    59 Signature Norfolk, Va. 3,133.14 13.21 14.24 10.12 2.80

    60 Global Financial Private Capital Sarasota, Fla. 3,106.93 52.07 0.24 38.54 9.77

    61 Bingham, Osborn & Scarborough San Francisco, Calif. 3,081.10 20.36 3.42 13.54 6.01

    62 RegentAtlantic Morristown, N.J. 2,935.10 25.97 2.26 6.59 18.18

    63 Northeast Financial Consultants Westport, Conn. 2,860.99 8.50 18.82 7.07 1.33

    64 Ingalls & Snyder New York, N.Y. 2,842.34 11.30 0.84 11.30 0.00

    65 R. M. Davis Portland, Maine 2,842.08 18.78 1.95 11.86 6.18

    66 Balasa Dinverno Foltz Itasca, Ill. 2,752.38 24.41 3.06 15.41 7.79

    67 W.E. Family Offices Miami, Fla. 2,712.74 66.01 44.47

    68 Sullivan, Bruyette, Speros & Blayney McLean, Va. 2,700.00 12.50 3.00 12.50 0.00

    69 Dowling & Yahnke San Diego, Calif. 2,607.53 18.24 2.74 11.14 6.38

    70 Manchester Capital Management Montecito, Calif. 2,594.89 32.22 15.45 29.07 2.44

    71 WMS Partners Towson, Md. 2,576.18 41.65 9.51 39.56 1.50

    72 CM Wealth Advisors Pepper Pike, Ohio 2,551.82 117.92 40.51 100.62 8.62

    73 Threshold Group Gig Harbor, Wash. 2,527.60 0.14 45.96 1.96 1.79

    74 Joel Isaacson & Co. New York, N.Y. 2,520.15 22.03 2.76 20.16 1.56

    75 Brighton Jones Seattle, Wash. 2,517.02 37.33 3.07 18.22 16.17

    76 Inverness Counsel New York, N.Y. 2,514.59 11.78 15.43 8.35 3.16

    77 Matter Family Office St. Louis, Mo. 2,487.44 13.96 16.81 13.19 0.68

    78 American Portfolios Advisors Holbrook, N.Y. 2,445.76 26.21 0.19 6.99 17.97

    79 Plancorp St. Louis, Mo. 2,431.35 29.47 3.25 18.58 9.18

    80 Telemus Capital Southfield, Mich. 2,423.74 47.72 3.12 6.60 38.57

    81 Massey Quick & Co. Morristown, N.J. 2,417.48 12.48 12.03 3.53 8.65

    82 Rehmann Capital Advisory Group Lansing, Mich. 2,377.75 11.48 1.08 17.96 5.50

    83 Highmount Capital New York, N.Y. 2,371.46 8.04 20.80 5.23 14.00

    84 Wilbanks, Smith and Thomas Asset Management Norfolk, Va. 2,367.00 18.47 1.38 5.77 12.00

    85 Allegheny Financial Group Pittsburgh, Pa. 2,345.53 12.31 1.23 10.84 1.33

    86 Robertson, Griege & Thoele Dallas, Texas 2,337.00 5.94 5.77 6.09 12.81

    87 Clifford Swan Investment Counsel Pasadena, Calif. 2,288.00 15.85 3.11 22.63 5.53

    88 South Texas Money Management San Antonio, Texas 2,170.14 17.32 1.59 11.21 5.50

    89 Money Matters with ken Moraif Plano, Texas 2,151.65 34.02 0.58 19.53 12.12

    90 SignatureFD Atlanta, Ga. 2,035.21 34.48 2.95 6.45 43.75

    91 Weston Financial Group Wellesley, Mass. 1,988.25 16.38 1.98 16.73 0.30

    92 Retirement Advisors of America Addison, Texas 1,964.32 22.19 0.94 4.73 16.67

    93 Budros, Ruhlin & Roe Columbus, Ohio 1,957.58 12.84 2.99 10.26 2.34

    94 Baker Tilly Investment Advisors Madison, Wis. 1,876.41 12.86 1.95 5.28 19.16

    95 Stratos Wealth Partners Ltd. Beachwood, Ohio 1,872.12 76.76 0.36 44.60 22.24

    96 Wellesley Investment Advisors Wellesley, Mass. 1,869.63 47.79 1.80 23.70 19.4

    97 Badgley Phelps Investment Managers Seattle, Wash. 1,820.73