D
espite a confluence of bad news, from the war in Israel to persistent inflation and higher interest rates, the stock market continues to chug along, with the S&P 500 up nearly 12% so far this year. While recession fears may have cooled somewhat—thanks to a strong consumer and steady labor market, uncertainty still abounds. Registered investment advisory (RIA) firms are legally bound by a fiduciary standard, and thus committed to working in a client’s best interest rather than a “suitability” standard which can translate into high commissions. All of the RIAs on Forbes list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term. The second annual Forbes/Shook Top RIA list has 250 advisory firms with cumulative assets of more than $1.1 trillion.
Illustration by Patrick Welsh for Forbes.
The Full List
Listees do not pay a fee for placement on Forbes Rankings. Listees on this ranking highlighted in color have paid a fee for enhanced features on their corresponding profile.
FIRM
MAIN OFFICE
PRINCIPALS
MIN ACCOUNT SIZE
ASSETS UNDER MANAGEMENT
1.
Evoke Advisors
Los Angeles, California
David Hou, Alex Shahidi, Eric Bright, Mark Sear, Andrew Palmer
$10M
$23.1B
2.
Pathstone
Englewood, New Jersey
Matthew Fleissig, Kelly Maregni
$5M
$24.7B
3.
IEQ Capital
Foster City, California
Alan Zafran, Robert Skinner, Eric Harrison, Jeffrey Westsmith
$10M
$20.1B
4.
Gratus Capital
Atlanta, Georgia
Hank McLarty, Neil Campbell, Todd Jones
$500K
$2.2B
5.
Beacon Pointe Advisors
Newport Beach, California
Shannon Eusey, Matt Cooper, Commie Stevens
$1M
$25B
6.
Zhang Financial
Portage, Michigan
Charles Zhang, Lynn Chen-Zhang
$1M
$5.7B
7.
Churchill Management Group
Los Angeles, California
Fred A. Fern, Randy C. Conner, Ryan Murphy, Eileen A. Holmes, Ted L. Fern
$500K
$7.3B
8.
Kayne Anderson Rudnick Investment Management
Los Angeles, California
Stephen Rigali, Douglas Foreman, Jeannine Vanian, Spuds Powell
$1M
$6.5B
9.
myCIO Wealth Partners
Philadelphia, Pennsylvania
David Lees, James Biles, Paul Bracaglia
$1M
$12.3B
10.
Buckingham Strategic Wealth
St. Louis, Missouri
Adam Birenbaum
$300K
$22.9B
11.
Chevy Chase Trust
Bethesda, Maryland
Jeff Whitaker, Amy Raskin
$3M
$10.3B
12.
Lido Advisors
Los Angeles, California
Jason Ozur, Ken Stern, Greg Kushner, Naseem Anzari, Bob Marton
$1M
$14.8B
13.
Pence Wealth Management
Newport Beach, California
Laila Marshall-Pence, Dryden Pence III
$500K
$1.7B
14.
NewEdge Capital Group
Pittsburgh, Pennsylvania
Rob Sechan, Alex Goss, John Straus Sr., Neil Turner, Steve Pirigyi
$2M
$36.5B
15.
Telemus Capital
Southfield, Michigan
Lyle Wolberg, Robert Stone, Joshua Levine, Ari Fischman
$1M
$3.1B
16.
Klingman & Associates
New York, New York
Gerard Klingman, Michael Paley, Thomas Klingman, Daniel Delmoro
$2M
$3.4B
17.
Merit Financial Advisors
Alpharetta, Georgia
Kay Lynn Mayhue, Rick Kent
$5M
$7.9B
18.
Venture Visionary Partners
Sylvania, Ohio
Craig Findley
$0
$3.9B
19.
Wellesley Asset Management
Wellesley, Massachusetts
Greg Miller, Michael Miller
$500K
$2.3B
20.
Chicago Capital
Chicago, Illinois
David Mabie, Eric Maddix, Stacey Sargent, Rick Fradin, Jake Hamlin
$2M
$2.7B
21.
Adviser Investments
Newton, Massachusetts
Daniel Wiener, Mario Ramos
$37K
$7.8B
22.
Obermeyer Wood Investment Counsel
Aspen, Colorado
Wally Obermeyer, Ali Phillips, Skip Dines, Dana Nightingale
$1M
$2B
23.
Boston Financial Management
Boston, Massachusetts
Louis P. Crosier
$1M
$3.7B
24.
Parcion Private Wealth
Bellevue, Washington
Terry Cook, Kathleen Boyle
$10M
$1.9B
25.
Cooke Financial Group
Indianapolis, Indiana
Chris Cooke, Brian Cooke
$2M
$2.6B
26.
Wetherby Asset Management
San Francisco, California
Deb Wetherby
$10M
$6.2B
27.
Aspiriant
Los Angeles, California
Rob Francais, Lynne Born, Sandi Bragar
$1.5M
$13.1B
28.
Plante Moran Financial Advisors
Southfield, Michigan
John Lesser
$500K
$17.6B
29.
Mariner Wealth Advisors
Overland Park, Kansas
Marty Bicknell, Cheryl Bicknell, Katrina Radenberg, Jeff Poe
$0
$109.6B
30.
Bogart Wealth
McLean, Virginia
James Bogart
$1M
$2.3B
31.
Douglas Lane & Associates
New York, New York
Sarat Sethi, Ned Dewees
$1M
$8.4B
32.
Cresset Asset Management
Chicago, Illinois
Avy Stein
$0
$25.9B
33.
Edge Capital Group
Atlanta, Georgia
Harry Jones
$5M
$5.5B
34.
Cassaday & Company
McLean, Virginia
Stephan Q. Cassaday, Christopher Krell, Justin Harris, Christopher Young
$1M
$4.5B
35.
Joel Isaacson & Co.
New York, New York
Joel Isaacson, Stanley Altmark, David Peltz, Robert Paul, Joshua Peltz
$1M
$6B
36.
Freestone Capital Management
Seattle, Washington
Gary Furukawa, Erik Morgan
$500K
$8.3B
37.
Empirical Financial Services
Seattle, Washington
Kenneth Smith, Ethan Broga, Lorne Enquist, Michael Kelly
$1M
$4.8B
38.
Summit Financial
Parsippany, New Jersey
Stan Gregor, Steve Weinman
$250K
$6.7B
39.
GM Advisory Group
Melville, New York
Frank P. Marzano
$0
$2.7B
40.
Stokes Family Office
New Orleans, Louisiana
Doug Stokes, Greg Stokes, David Stokes
$1M
$1.7B
41.
Baltimore Washington Financial Advisors
Columbia, Maryland
Robert Carpenter
$500K
$1.5B
42.
Transcend Capital Advisors
Madison, New Jersey
Brian Gorczynski, Duncan Niederauer, Matthew Guenther, Robert Brown
$1M
$2.4B
43.
Principle Wealth Partners
Madison, Connecticut
Robert Paolucci
$1M
$2B
44.
Retirement Income Solutions
Ann Arbor, Michigan
H. Todd Kephart, Brock Hastie, John Goff, Karen Chapell
$750K
$2.2B
45.
Savant Wealth Management
Rockford, Illinois
Brent Brodeski
$250K
$17.7B
46.
Performance Wealth
Hinsdale, Illinois
Tom Salvino, John Salvino, Alfred Salvino
$2M
$2.1B
47.
Mainstay Capital Management
Grand Blanc, Michigan
David Kudla
$500K
$3.5B
48.
Homrich Berg
Atlanta, Georgia
Andy Berg, Thomas Carroll, Bill Bolen, Stephanie Lang, Adam Fuller
$1M
$13B
49.
Pallas Capital Advisors
Braintree, Massachusetts
Richard Mullen, Charles Evangelakos, Greg Boyle
$1M
$2.7B
50.
GW & Wade
Wellesley, Massachusetts
Roger Wade, Timothy Pinch, Robert F. Bodio Jr., Eric H. Rosenberg
$0
$9.6B
51.
Truepoint Wealth Counsel
Cincinnati, Ohio
Michael J. Chasnoff, Steve Condon
$3M
$4.4B
52.
Johnson Investment Counsel
Cincinnati, Ohio
Jason O. Jackman, Bret H. Parrish, Fred A. Brink, Jarett T. Levitsky
$0
$16.8B
53.
Kovitz Investment Group Partners
Chicago, Illinois
Mitch Kovitz, Rob Contreras, Ted Rupp, Joel Hirsh, Mark Rosland
$1M
$7.4B
54.
JMG Financial Group
Downers Grove, Illinois
Anthony D. Cecchini, Yonhee C. Gordon, Jason R. O'Hallen, William G. Waight, Kate Kammes
$1M
$4.8B
55.
See AlsoSmall Business Revenue Statistics: Annual Sales and EarningsTerms and Conditions - Ria FinancialCertainly! Here is the article you requested:Goldman Sachs Adds Its First Breakaway RIA, Picking Up $1B Merrill Team | ThinkAdvisorBradley, Foster & Sargent
Hartford, Connecticut
Robert H. Bradley, Jeffrey G. Marsted, Keith G. LaRose, Thomas D. Sargent, Galan G. Daukas
$500K
$5.7B
56.
Bartlett Wealth Management
Cincinnati, Ohio
James Hagerty, Holly Mazzocca, Brian Antenucci, Kyle Pohlman, Lori Poole
$2M
$7.6B
57.
Connectus Wealth Advisers
West Palm Beach, Florida
Molly Bennard, Amy DeTolla, Kathleen Alcorn, John Stelley
$0
$7.1B
58.
Wealth Enhancement Advisory Services
Plymouth, Minnesota
Jeff Dekko, Jim Cahn, Kelly Windorski, Terri Kallsen, Eric Weiss
$0
$55B
59.
Coldstream Wealth Management
Bellevue, Washington
Kevin Fitzwilson
$2M
$6.1B
60.
Choreo
Minneapolis, Minnesota
Larry Miles, David English, Maria Daley, Marissa Fox-Foley, Greg Dowler
$1M
$12.1B
61.
SignatureFD
Atlanta, Georgia
Heather Fortner, Doug Liptak, David Fisher, Blair Cunningham
$1.5M
$6.1B
62.
Moran Wealth Management
Naples, Florida
Thomas Moran, Donald Drury, Charles Chesebrough, Kylen Moran, Ashley Buboltz
$1M
$4.1B
63.
Americana Partners
Houston, Texas
Jason Fertitta, Ron Thacker, Robert Wellington, Joshua Caltrider, William S. Busch
$0
$5.2B
64.
Lake Street Advisors Group
Portsmouth, New Hampshire
Joseph Chase, Carolyn Decker, Melissa Olszak, Buddy Webb, Shawn Valliere
$0
$3B
65.
Westmount Asset Management
Los Angeles, California
James E. Berliner, Michael Amash, Sean Cauvel, Chris Werner
$5M
$4.7B
66.
Sendero Wealth Management
San Antonio, Texas
Elizabeth Crawford, Edward Hart, Scott McMillian, Fred Middleton
$1M
$4.8B
67.
CFS Investment Advisory Services
Totowa, New Jersey
Greg Makowski, Harris Nydick
$500K
$1.9B
68.
Annex Wealth Management
Elm Grove, Wisconsin
David Spano
$0
$4.5B
69.
Pennington Partners
Bethesda, Maryland
Brian Gaister, Rodd Macklin
$40M
$1.8B
70.
The Mather Group
Chicago, Illinois
Jeff Pierce
$1M
$7.7B
71.
Waverly Advisors
Birmingham, Alabama
Joshua L. Reidinger, Justin T. Russell, Melanie Nichols, Steven Causey
$1M
$5.7B
72.
GenTrust
Miami, Florida
George Perez, James Besaw, Guillermo Socarras, Eli Cohen, Hugh Nickola
$10M
$2.9B
73.
Cerity Partners
New York, New York
Kurt Miscinski, Masha Hodi, Carol Benz, Benjamin Pace, Kevin Hilden
$0
$63.1B
74.
Capital Advisors
Tulsa, Oklahoma
Keith Goddard, G. Andy Brown, Jamie Wilson
$500K
$4.5B
75.
Brandywine Oak Private Wealth
Kennett Square, Pennsylvania
Michael Henley, Alison Brooks
$3M
$1.5B
76.
Crestwood Advisors Group
Boston, Massachusetts
Michael Eckton, John Morris, Leah Sciabarrasi, Robert Ix
$1M
$4.3B
77.
Icon Wealth Partners
Houston, Texas
Steve Schwarzbach, Blake Pratz, Mark McAdams, James Pavlik, Brooks McGee
$2M
$1.9B
78.
Fort Pitt Capital Group
Pittsburgh, Pennsylvania
Michael Blehar, Theodore Bovard, Jay Sommariva, Todd Douds, Dan Eye
$500K
$4.7B
79.
Financial Advisory Service
Leawood, Kansas
Tom Meier, Jake Barnes, James Dussold, Scott Sadaro
$500K
$2.3B
80.
Conrad Siegel Investment Advisors
Harrisburg, Pennsylvania
Tracy Burke, Tara Mashack-Behney, David Lytle, Frank Rhodes
$1M
$7.6B
81.
Heritage Financial Services
Westwood, Massachusetts
Charles Bean, Sammy Azzouz, James Scally, Matthew Carron, Paul Higgins
$1M
$2.3B
82.
Wealthspire Advisors
New York, New York
Mike LaMena
$0
$19.1B
83.
SFMG Wealth Advisors
Plano, Texas
Kevin W. Margolis, Craig M. Greenway, Ryan J. Blair, Shashin G. Shah, Taylor Nipp
$1M
$1.9B
84.
MAI Capital Management
Cleveland, Ohio
Rick Buoncore, Lesa Evans, Jim Kacic, John Zaller, Shirley Titchenell
$1M
$16.4B
85.
Perigon Wealth Management
San Francisco, California
Philip Hart, Arthur Ambarik, Jeremy Paul, Chuck Pinson-Rose
$250K
$4B
86.
Beacon Trust
Morristown, New Jersey
Valerie O. Murray, Kenneth Lenskold, Bennett MacDougall
$500K
$3.6B
87.
Main Street Research
Sausalito, California
James Demmert, Benjamin Armellini, Aaron Stern, Tamra Stern
$1M
$1.8B
88.
Advance Capital Management
Southfield, Michigan
Chris Kostiz, Joseph Theisen, Gerald Malone, Robert Kleber, Julie Katynski
$0
$4B
89.
Harbor Investment Advisory
Lutherville, Maryland
Fred Hill, Robert Black
$0
$7.2B
90.
Connecticut Wealth Management
Farmington, Connecticut
Kevin C. Leahy, Denis Horrigan, Michael Tedone, Jarrett Solomon, Antonio DiSorbo
$1M
$2.7B
91.
Badgley Phelps Wealth Managers
Seattle, Washington
Steve Phelps, Julie Parisio Roy, Tim Thomas
$1M
$4.3B
92.
GYL Financial Synergies
West Hartford, Connecticut
Gerald B. Goldberg, Jonathan S. Yolles
$1M
$5.4B
93.
F.L.Putnam Investment Management
Wellesley, Massachusetts
R. Thomas Manning Jr., Ellen Flaherty
$500K
$4.2B
94.
Merriman Wealth Management
Seattle, Washington
Jeremy Burger, Tyler Bartlett, Aaron Spencer, Lowell Parker, Paresh Kamdar
$500K
$3.4B
95.
Corda Investment Management
Houston, Texas
Bonner C. Barnes
$500K
$1.4B
96.
Greenspring Advisors
Towson, Maryland
J. Patrick Collins, Tim Decker, Gregory Hobson, Greg Plechner, Matt Cellini
$500K
$6B
97.
Snowden Lane Partners
New York, New York
Rob Mooney, Lyle LaMothe, Greg Franks
$0
$4.7B
98.
New England Private Wealth Advisors
Wellesley, Massachusetts
Ira Rapaport
$2M
$2.4B
99.
RFG Advisory
Vestavia Hills, Alabama
Bobby White, Shannon Spotswood, Rick Wedell
$3K
$3.2B
100.
Winthrop Wealth
Boston, Massachusetts
Earl Winthrop, Mark Winthrop
$2M
$1.9B
101.
Bridgeworth Wealth Management
Birmingam, Alabama
DeLynn Zell
$500K
$2.2B
102.
Fragasso Financial Advisors
Pittsburgh, Pennsylvania
Robert Fragasso
$500K
$1.7B
103.
Cary Street Partners Financial
Richmond, Virginia
Douglas Stewart, Walter Bayne, Benjamin Peress, Daniel Clendenin, Robert Christopher Walters
$0
$5.7B
104.
Bordeaux Wealth Advisors
Menlo Park, California
Thomas Myers, Jon Ekoniak, David Murdock, Jon Snare, James Hering
$2M
$4B
105.
The Welch Group
Birmingham, Alabama
Stewart Welch III, Kimberly Reynolds, Michael Wagner, Marshall Clay, Beth Moody
$0
$2.5B
106.
BakerAvenue Wealth Management
San Francisco, California
Simon Baker, Tom Ngo, Jerry Luff, Doug Couden, King Shan Lip
$1M
$2.3B
107.
Clarfeld Financial Advisors
Tarrytown, New York
Rick Suarez, Robert Varriano, Michael Hans
$3M
$7.5B
108.
HoyleCohen
San Diego, California
Peter Mueller, Elisabeth Cullington, Steve Taddie, Mark Delfino, Troy Waters
$1M
$3.1B
109.
Burnham Gibson Wealth Advisors
Irvine, California
Darin Gibson
$100K
$3.3B
110.
XML Financial Group
Bethesda, Maryland
Brett Bernstein, Rob Kantor, Curtis Congdon, Mark Samson, Jennifer Szaro
$0
$2.4B
111.
Mission Wealth Management
Santa Barbara, California
Matthew Adams, Brad Stark, Seth Streeter, Dannell Stuart, Kieran Osborne
$1M
$5.4B
112.
Robertson Stephens Wealth Management
San Francisco, California
Raj Bhattacharyya, Vikram Chugh, David Westbrook, Michael Curley, Stuart Katz
$0
$4.1B
113.
Mayflower Advisors
Boston, Massachusetts
Lawrence Glazer, Steven Dimitriou, Lloyd Glazer, Vinson Brod, Jonida Papajani
$500K
$4.5B
114.
Sowell Management
North Little Rock, Arkansas
Bill Sowell, Daryl Seaton, Chuck Hicks,
$5K
$4B
115.
Certuity
North Palm Beach, Florida
Rich Bursek, Mark Udis, Kara Boccella, Jayson Brown, Daniel Lee
$5M
$3B
116.
Good Life Financial Advisors
Reading, Pennsylvania
Conor Delaney
$0
$7B
117.
Wescott Financial Advisory Group
Philadelphia, Pennsylvania
Grant Rawdin, Lydia Sheckels, David Lafferty, Stephanie James, Scott Michalek
$2M
$3.4B
118.
Strategic Wealth Partners
Deerfield, Illinois
David Copeland, Neal Price, Andrew Denenberg, Ashley Bebeau, Michael Karmin
$1M
$2.8B
119.
Sepio Capital
Salt Lake City, Utah
Roger Carter, Brad Edgren, Joshua Carter, John Beatson, Hansen Ringer
$10M
$3.8B
120.
Waldron Private Wealth
See AlsoAbout us - Ria FinancialBridgeville, Pennsylvania
John Waldron, Matthew Helfrich, Michael Krol, Benjamin Greenfeld, Robert Wyche
$0
$3.7B
121.
Adero Partners
Pleasanton, California
Michael Spector, James Knight, Eric Swensen, Aaron White, Sarah Robinson
$2M
$3.5B
122.
The Portfolio Strategy Group
White Plains, New York
Edward Scharf, Richard Yoken, Thomas Zottner, Peter Yorkes, Lawrence Bartimer
$2M
$1.9B
123.
Great Valley Advisor Group
Berwyn, Pennsylvania
Ryan C. Todd, James J. Spinelli
$0
$5B
124.
Litman Gregory Wealth Management
Walnut Creek, California
Gretchen Hollstein, Christopher C. Wheaton, Craig Keller, John Baxman
$3M
$2B
125.
Wealthcare Capital Management
Richmond, Virginia
Matthew Regan, Justin DuBrueler
$0
$2.4B
126.
TFO-TDC
Maumee, Ohio
Christopher Erblich, Brady Fineske, Jim Herrick, Adele Sobieszczanski
$0
$3.8B
127.
Morton Wealth
Calabasas, California
Jeff Sarti, Meghan Pinchuk, Stacey McKinnon, Eric Selter
$1.5M
$2.4B
128.
Stack Financial Management
Whitefish, Montana
James B. Stack, Zachary L. Jonson, Annell M. Danczyk, Joseph M. Laszewski
$750K
$1.7B
129.
Callan Family Office
Radnor, Pennsylvania
John Ginter, Matthew Robertson, Douglas Evans, Britt Whitfield, John Magevney
$50M
$4B
130.
Cain Watters & Associates
Frisco, Texas
Hunter Satterfield, Toni Lee, Darrell Cain, Dan Wicker, Brian Bortz
$0
$3B
131.
True North Advisors
Dallas, Texas
Scott A. Wood, Mark Gehlbach
$5M
$2.9B
132.
The Wealth Alliance
Melville, New York
William Franey
$0
$1.6B
133.
Journey Strategic Wealth
Summit, New Jersey
Penny Phillips, Damiano Lo Basso, Michael Brown, Brian Flynn
$500K
$2.8B
134.
Ensemble Capital Management
San Francisco, California
Sean Stannard-Stockton, Matthew Pearson, Ludovic Thomasson
$3M
$1.4B
135.
Transform Wealth
Greenwood Village, Colorado
Nathan Kubik, David Kubik
$1M
$2.4B
136.
IHT Wealth Management
Chicago, Illinois
Steven Dudash
$0
$4.4B
137.
HCR Wealth Advisors
Los Angeles, California
Greg Heller, Steve Weinberger
$750K
$1.5B
138.
Essex Financial Services
Essex, Connecticut
Charles Cumello, Ron Nelson, Michael O'Rourke
$250K
$2.6B
139.
Sadoff Investment Management
Milwaukee, Wisconsin
Bryan Sadoff, Michael Sadoff
$1M
$1.6B
140.
Schechter Wealth
Birmingham, Michigan
Marc Schechter, Aaron Hodari, Bernard Kent, John Stein
$2M
$3B
141.
Sandhill Investment Management
Buffalo, New York
Edwin M. Johnston III, Shant Goubrial
$100K
$1.9B
142.
Credent Wealth Management
Auburn, Indiana
David Hefty, Stacy Hefty, Edison Byzyka
$5K
$2.1B
143.
Belpointe Asset Management
Reno, Nevada
Belena Vincetti, Gregory Skidmore, Shane Stirton, Dean Kasparian, David Nelson
$10K
$4B
144.
RZH Advisors
Stamford, Connecticut
Carl Zuckerberg, Spencer Cooper
$3M
$1.4B
145.
Baker Tilly Wealth Management
Madison, Wisconsin
Jerry Sneed, Frank McKiernan, Alec Abbott, Kelly Baumbach, Melissa Peterson
$0
$3.9B
146.
Wilde Wealth Management
Scottsdale, Arizona
Trevor Wilde, Janenne Lackey, Seth Wilde
$100K
$2.5B
147.
SJS Investment Services
Sylvania, Ohio
Scott Savage, Kevin Kelly, Jennifer Smiljanich, Bev Langley
$0
$2B
148.
Venturi Private Wealth
Austin, Texas
Russell Norwood, George Clark, James Kozlowski, Joey Sager, Ashi Parikh
$2.5M
$2B
149.
Cyndeo Wealth Partners
St. Petersburg, Florida
Matt Kilgroe, Peter Frantzis, Eric Branson, Thomas Kidewll, Christopher Ryan Quinty
$1M
$1.6B
150.
Confluence Financial Partners
McMurray, Pennsylvania
Gregory Weimer, James Wilding, Gregory Weimer II
$250K
$2.5B
151.
Fairway Wealth
Independence, Ohio
Mark Weiskind, Charles Avarello, Daniel Gaugler
$2M
$1.7B
152.
Team Hewins
Redwood City, California
Roger Hewins, John Bussel, Patrice Cresci, Mikhael Balachov
$1M
$2.4B
153.
SageView Advisory Group
Newport Beach, California
Randall Long
$0
$3.7B
154.
Salomon & Ludwin
Richmond, Virginia
Dalal Maria Salomon, Jacob Eric Salomon, Daniel B. Ludwin
$2M
$1.2B
155.
Destiny Wealth Partners
Tavares, Florida
Thomas Ruggie, Robert Clari
$250K
$948M
156.
Fisher Wealth Management
Burlington, North Carolina
Richard N. Fisher Jr.
$500K
$980M
157.
Magnus Financial Group
New York, New York
Michael Schwartz, David Harrison
$1M
$1.3B
158.
SteelPeak Wealth
Woodland Hills, California
Reza Zamani, Maziar Esmailbeigi, Alireza Zamani
$500K
$2.1B
159.
TFC Financial Management
Boston, Massachusetts
Renée Kwok, Daniel S. Kern
$2M
$1.2B
160.
Evolution Wealth Advisors
Aventura, Florida
Roberto Vainrub, Michael Marciano
$1M
$1.3B
161.
Dakota Wealth Management
Palm Beach Gardens, Florida
Peter Raimondi, Bryan Keller, Carina Diamond, Luke Baxter, Kayla Berg
$1M
$2.6B
162.
ICGnext
Wall, New Jersey
James Costabile, Michael Bonevento, Craig Laday
$0
$1.4B
163.
LVW Advisors
Pittsford, New York
Lori VanDusen, Joseph Zappia, Jeffrey Wagner
$10M
$1.6B
164.
SPC Financial
Rockville, Maryland
E. Geoffrey Sella, Rory M. McGlynn, Matthew E. Gilchrist
$1K
$1.1B
165.
FourThought Financial Partners
Venice, Florida
Scott Pinkerton, Donna Guinta
$1M
$1.2B
166.
Marks Group Wealth Management
Minnetonka, Minnesota
John Feste, Ben Marks, Pat Deeg
$1M
$1.3B
167.
Meridian Wealth Management
Lexington, Kentucky
Greg W. Couch
$500K
$2.3B
168.
Marcum Wealth
Cleveland, Ohio
Eric Wulff, Christopher Bart, Perry Reghetti
$0
$2.2B
169.
3EDGE Asset Management
Boston, Massachusetts
Monica Chandra, Stephen Cucchiaro, Robert Phillips, DeFred Folts, Kristi McDermott
$500K
$1.3B
170.
Quadrant Private Wealth Management
Bethlehem, Pennsylvania
Jason Cort, Herman Rij, Frank Lawler, Kori Lannon, Brian Cort
$1M
$1.4B
171.
Invictus Private Wealth
Denver, Colorado
Michael Caplan
$1M
$950M
172.
Paul R. Ried Financial Group
Bellevue, Washington
Paul Ried
$0
$950M
173.
Golden State
Santa Ana, California
Daniel R. Catone, John Nahas, Patrick Catone
$0
$2.2B
174.
Advisor Resource Council
Dallas, Texas
W. Tyson Vanlandingham, Brandon Day, Sarah Pais, T. Chad Atkins, Jean Paul Lagarde
$0
$2.4B
175.
Baron Silver Stevens Financial Advisors
Boca Raton, Florida
Michael Silver
$1M
$896M
176.
Koss Olinger
Gainesville, Florida
William Olinger III, Kirk Klein, W.J. Rossi, Brian Watson, Tim Roark
$2M
$1.4B
177.
Zuckerman Investment Group
Chicago, Illinois
Daniel Zuckerman
$1M
$1.3B
178.
IAG Wealth Partners
Waukesha, Wisconsin
Lori Watt, Christopher W. Mitchell
$0
$1.4B
179.
Pinkerton Retirement Specialists
Coeur d'Alene, Idaho
Dan Pinkerton
$500K
$1B
180.
Scarborough Advisors
Annapolis, Maryland
Gregory Ostrowski, Ian Arrowsmith, Shawn Walker, Ryan Ansted, James Sprinkel
$250K
$1.2B
181.
CapWealth Advisors
Franklin, Tennessee
Timothy Pagliara, Phoebe Venable
$1M
$1.2B
182.
Syntrinsic Investment Counsel
Denver, Colorado
Ben Valore-Caplan, Akasha Absher, Jennifer Leonard, Jim Brauer
$15M
$2.2B
183.
Smith Anglin Financial
Dallas, Texas
Chris Lott, Steven W. Anglin, Rex Moxley, Weston Pollock
$250K
$1.3B
184.
Graves Team of Wealth Enhancement Group
Charlotte, North Carolina
Kelly Graves
$1M
$897M
185.
Telos Capital Management
San Diego, California
Stefan Meierhofer, Jonathan Fairchild, Andrew Weld
$250K
$1.1B
186.
Professional Planning Group
Westerly, Rhode Island
Malcolm Makin, Daniel Makin, Christopher Wallace
$500K
$1.2B
187.
Evans May Wealth
Carmel, Indiana
Elizabeth Evans, Brooke May, Ian Flanagan
$1M
$907M
188.
Clear Harbor Asset Management
Stamford, Connecticut
Aaron Kennon, Ian Armstrong, Roger Liddell, Henrik Brun, Catherine Woolston
$0
$1.3B
189.
Nemes Rush Family Wealth Management
Novi, Michigan
Charles Nemes, Tim Rush, Brian Nemes, Chris Nemes
$1M
$983M
190.
SBC Wealth Management
Indianapolis, Indiana
Scott Holley
$500K
$950M
191.
Summit Financial Wealth Advisors
Lafayette, Louisiana
David Daniel, Michael Pharr, Todd Lambert, Charles Louis Ray, Wesley Gautreaux
$250K
$1.3B
192.
Jacobi Capital Management
Pittston, Pennsylvania
Michael Hirthler
$500K
$1.6B
193.
Diversified
Wilmington, Delaware
Andrew Rosen, David Levy
$250K
$1.3B
194.
Novare Capital Management
Charlotte, North Carolina
Bill Baynard, Don Olmstead, Whit Wilks, Bill Staton, Ann McPhail
$750K
$1.3B
195.
Mattern Capital Management
Lakewood, Colorado
Perry J. Mattern
$1M
$747M
196.
Sullivan and Schlieman Wealth Management
Alpharetta, Georgia
S. Andrew Sullivan, Josh Schlieman
$0
$834M
197.
Quorum Private Wealth
Danville, California
Kelly Milligan, Mike Barry, Susan Mazzetti, Melissa Yue
$1M
$1B
198.
First Pacific Financial
Vancouver, Washington
Todd Engblom-Stryker, Darren Farrell, Adam Wishard, Taryn McCauley, Julienne Valois
$0
$1.3B
199.
Strategies Wealth Advisors
Grand Rapids, Michigan
Michael Berkemeier, Aaron Veldheer, John Vande Guchte, Mark Ghafari
$1M
$1.5B
200.
Trilogy Financial
Irvine, California
Jeff Motske
$5K
$1.8B
201.
SLK Private Wealth
Los Angeles, California
Glen Strauss, Jonathan Lewis, E.J. Kahn
$1M
$1.2B
202.
Nilsine Partners
Greenwood Village, Colorado
R. Scott Bills, Brett Bills, Aaron Seeman, Joshua DeLoach, Teresa L. Friess
$500K
$1.2B
203.
Horizon Wealth Management
LaGrange, Illinois
Ryan Williamson, Paul Fousek
$0
$805M
204.
Gilman Hill Asset Management
New Canaan, Connecticut
Jenny Harrington, Gregory Stanek, John Harrington
$2M
$764M
205.
Bowersock Capital Partners
Lawrence, Kansas
Emily Bowersock Hill, Matt Tucker, Tim Helfer
$1M
$933M
206.
Financial Synergies Wealth Advisors
Houston, Texas
Mike Minter, Michael Booker, Heath Hightower, Bryan Zschiesche
$1M
$1.1B
207.
Boggs & Company Wealth Management
Cumberland, Maryland
Larry Boggs
$250K
$903M
208.
Atlas Private Wealth Advisors
Matawan, New Jersey
Vladislav Krubich, Tony Mayo
$25K
$805M
209.
Opal Wealth Advisors
Jericho, New York
Jesse Giordano, Lee Korn, Joseph Filosa
$500K
$900M
210.
Amplius Wealth Advisors
Blue Bell, Pennsylvania
Matthew D. Liebman, Aaron Marks, Samuel A. Liebman
$1M
$1.1B
211.
Wealthstream Advisors
New York, New York
Michael Goodman, Michael Kimmel, Brenna McLoughlin, Matthew Gordon, Brant Cavagnaro
$2M
$1.1B
212.
Cornerstone Wealth Strategies
Kennewick, Washington
Matthew Riesenweber, Matthew Wiser
$500K
$910M
213.
Withum Wealth Management
Red Bank, New Jersey
James Ferrare, Carmine D'Avino, Ryan Fause, Monica Jalife, Austin Hagaman
$1M
$1.3B
214.
Werba Rubin Papier Wealth Management
San Jose, California
Jason Papier, Aaron Rubin, Alan Werba
$1M
$800M
215.
Blue Chip Partners
Farmington Hills, Michigan
Robert Steinberg, Daniel Seder
$500K
$1.1B
216.
Global Strategic NextGen OCIO
Scottsdale, Arizona
Curt Thompson, Don Callaghan, Nick Botticelli, Matt Underwood
$5M
$1.2B
217.
Waddell & Associates
Memphis, Tennessee
David S. Waddell, Perry J. Green, Tara L. Meeks, Sean Gould
$500K
$1.2B
218.
Armstrong, Fleming & Moore
Washington, District of Columbia
Ryan Fleming, Mary Moore, Chris Rivers, Carl Holubowich
$0
$1B
219.
Kowal Investment Group
Waukesha, Wisconsin
Jeffrey Kowal, Aaron Kowal
$750K
$1B
220.
SOA Wealth Advisors
New York, New York
Charles Hamowy, Christopher Conigliaro, Matthew Woolf
$250K
$831M
221.
Ullmann Wealth Partners
Jacksonville Beach, Florida
Glenn Ullmann, Brian James, Patrick Kilbane, Carrie King
$0
$747M
222.
Prudent Management Associates
Philadelphia, Pennsylvania
Fred D. Snitzer, Paul D. Snitzer, A. Craig MacKinlay, Daniel B. Berkowitz, Barbara S. Solit
$1M
$1B
223.
McGowanGroup Asset Management
Dallas, Texas
Spencer Dean McGowan
$1M
$791M
224.
Naples Global Advisors
Naples, Florida
Michael H. Morris, John M. Suddeth Jr.
$1M
$1.2B
225.
Alaska Wealth Advisors
Anchorage, Alaska
Evan Rose, Catherine Straub, Laura Bruce
$500K
$773M
226.
Paradigm Financial Partners
Westport, Connecticut
Lee S. Rawiszer, Paul Volpe, David G. Halper
$1M
$830M
227.
Agili
Richmond, Virginia
Michael Joyce, Marilee Falco, Jamie Malone, Van Nguyen
$1M
$1B
228.
Moisand Fitzgerald Tamayo
Orlando, Florida
Dan Moisand, Charlie Fitzgerald, Ron Tamayo, Derrick Chandler, Mike Salmon
$500K
$933M
229.
Herbert Financial Group
Auburn Hills, Michigan
Timothy Herbert, Scott Torosian, Kara Case
$100K
$665M
230.
McIlrath & Eck
Arlington, Washington
Thor McIlrath
$500K
$750M
231.
GDS Wealth Management
Flower Mound, Texas
Glen Smith
$750K
$718M
232.
Austin Private Wealth
Austin, Texas
Dan Kraus, Raoul Celerier
$0
$872M
233.
Concentus Wealth Advisors
Newtown Square, Pennsylvania
Erik Strid, Paul Strid
$500K
$752M
234.
Flaharty Asset Management
Clearwater, Florida
Shon Flaharty
$1M
$907M
235.
Triad Financial Advisors
Greensboro, North Carolina
Patrick Rush
$550K
$856M
236.
Sweet Financial Partners
Fairmont, Minnesota
Bryan J. Sweet
$500K
$805M
237.
Visions Investment Services
Endicott, New York
Jeffrey Thatcher
$0
$1.2B
238.
Compass Financial Group
Sioux Falls, South Dakota
John Haller, Jesse Haller, Jasen Haller
$0
$820M
239.
MJP Wealth Advisors
Farmington, Connecticut
Brian Vendig, Michele Vendig
$500K
$907M
240.
Allen Capital Group
Grand Island, Nebraska
Mark Allen, Eric Allen
$0
$946M
241.
Lake Street Financial
Chicago, Illinois
Justin Terzo, Joseph Stock
$250K
$838M
242.
Frisch Financial Group
Melville, New York
David Frisch, Jason Sacks, Joyce Streithorst
$1M
$630M
243.
Leisure Capital Management
Costa Mesa, California
Gideon Bernstein, Marr Leisure, Patrick Maxwell, Raymond Robinson
$500K
$720M
244.
Bernicke Wealth Management
Altoona, Wisconsin
Ty A. Bernicke
$1M
$620M
245.
Marble Wealth
Montgomery, Alabama
Matthew Murphy, Rebecca Baker, Adam Rogers
$500K
$700M
246.
KWB Wealth
Redlands, California
Kerrick Bubb
$0
$740M
247.
Sargent Investment Group
Bethesda, Maryland
Brian McGregor, Christopher Sargent, Ricardo Rosenberg, Christopher Rhyne
$500K
$1B
248.
Insight Wealth Strategies
San Ramon, California
Anthony Ortale, Brian Stormont, Chad Seegers, David Chazin
$500K
$700M
249.
Lynx Investment Advisory
Washington, District of Columbia
Vipin Sahijwani, Heather Errigo, Adrian Kutko, Lara Hines, Kara Lilian
$1M
$1.1B
250.
Rebalance
Palo Alto, California
Scott Puritz, Mitch Tuchman
$500K
$1.1B
