N/A. 7. Oxford Financial Group. Indianapolis, Ind. 10,819.63. 8.12. 16.62. 8.00. 0.00. 8 .... San Antonio, Texas ......
rIA
2013
ranking
FA’s 2013 RIA Ranking
(By Total Assets)
2012 total assets rank*
firm name
location
year end 2012 assets ($Mm)
% growth in assets 2011-2012
assets per client ($MM)**
% growth in assets per client
% change in no. of clients
ASSET CATEGORY: $1 BILLION AND OVER 1
Hall Capital Partners
San Francisco, Calif.
24,114.01 10.83 185.38 12.25 –1.52
2
First Republic Investment Management
San Francisco, Calif.
20,177.74 83.96 4.10 8.14 69.81
3
Mariner Wealth Advisors/Mariner Holdings
Leawood, Kan.
17,674.22 62.65
4
Moneta Group
Clayton, Mo.
14,952.00 35.85 5.66 26.43 7.86
5
GenSpring Family Offices
2.73 –31.81 138.13
Jupiter, Fla.
13,217.07 –12.70 29.86
8.38 –19.34
6 HighTower
Chicago, Ill.
11,336.36
N/A
7
Oxford Financial Group
Indianapolis, Ind.
10,819.63 8.12 16.62 8.00 0.00
8
Silvercrest Asset Management Group
New York, N.Y.
9,875.00 –6.41 25.08 –13.65 7.95
9
Brownson, Rehmus & Foxworth
Chicago, Ill.
8,617.00 6.45 16.87 6.63 –0.20
10
Edelman Financial Services
Fairfax, Va.
8,545.90 31.37 0.49 22.81 6.94
11
Plante Moran Financial Advisors
Southfield, Mich.
8,147.19 17.12 3.90 11.21 5.30
12
United Capital Financial Advisers
Newport Beach, Calif.
7,826.91 40.37 1.02 33.03 5.48
13
Convergent Wealth Advisors
Potomac, Md.
7,393.93 6.95 19.19 –24.17 41.03
14
Ronald Blue & Co.
Atlanta, Ga.
7,296.27 13.29
15
Johnson Investment Counsel
Cincinnati, Ohio
7,234.78 6.92 2.72 2.86 3.83
16 Aspiriant
Los Angeles, Calif.
7,207.30 64.21 8.69 –6.01 74.74
17
The Mutual Fund Store
Overland Park, Kan.
7,101.65 15.95 0.21 10.78 4.72
18
BBR Partners
New York, N.Y.
6,593.30 14.78 72.42 –0.33 15.19
19
DiMeo Schneider & Associates
Chicago, Ill.
6,066.17 27.55 21.15 22.19 4.36
20
myCIO Wealth Partners
Philadelphia, Pa.
5,998.15 8.19 10.77 –3.36 12.07
21
Creative Planning
Leawood, Kan.
5,854.21 93.08 1.21 13.45 70.18
22
Geneva Investment Management of Chicago
Chicago, Ill.
5,717.02 12.11 2.29 12.16 0.00
23
Beacon Pointe Advisors
Newport Beach, Calif.
5,670.67 25.03 5.52 1.08 23.56%
24
Innovest Portfolio Solutions
Denver, Colo.
5,474.50 17.67 28.34 10.93 6.04
25
Bahl & Gaynor
Cincinnati, Ohio
4,900.89 28.47 8.54 13.60 13.21
26
Heber Fuger Wendin
Bloomfield Hills, Mich.
4,551.84 8.89 45.50 3.41 5.26
27
Evercore Wealth Management
New York, N.Y.
4,546.38 39.14 9.03 –2.54 42.78
28
McGladrey Wealth Management
Minneapolis, Minn.
4,535.19 13.38 1.44 11.20 2.07
29
Mercer Global Advisors
Santa Barbara, Calif.
4,190.00 7.99 1.10 –0.54 8.57
30
Blue Prairie Group
Chicago, Ill.
4,136.54 –18.70 31.13 –30.28 16.67
31
Tiedemann Wealth Management
New York, N.Y.
4,003.41 61.45 33.33 20.97 33.33
32
Cornerstone Advisors Asset Management
Bethlehem, Pa.
3,997.68 5.99 11.49 3.97 2.05
33
Lake Street Advisors
Boston, Mass.
3,894.00 12.38 72.04 5.88 5.88
34
GW & Wade
Wellesley, Mass.
3,884.57 6.67 1.85 2.47 4.03
35
Gresham Partners
Chicago, Ill.
3,858.72 5.33 56.76 8.57 –2.86
36
Ballentine Partners
Waltham, Mass.
3,823.26 5.59 27.88 –8.34 15.13
37
Sontag Advisory
New York, N.Y.
3,604.91 8.20 3.20 5.23 2.74
38
The Presidio Group
San Francisco, Calif.
3,553.82 –4.74 24.48 5.68 –9.94
39
Tolleson Wealth Management
Dallas, Texas
3,498.00 45.09 33.33 41.08 2.94
40
Wetherby Asset Management
San Francisco, Calif.
3,385.78 11.48 6.83 12.19 –0.60
41
Welch & Forbes
Boston, Mass.
3,355.95 5.37 4.20 5.33 0.00
42
Altair Advisers
Chicago, Ill.
3,264.09 18.08 9.97 –5.72 25.29
43
Ferguson Wellman Capital Management
Portland, Ore.
3,241.19 11.17 5.34 4.93 5.75
44
Federal Street Advisors
Boston, Mass.
3,185.46 4.93 43.11 6.35 –1.33
45
Bartlett & Co.
Cincinnati, Ohio
3,111.50 5.76 3.69 6.03 –0.24
46
RMB Capital Management
Chicago, Ill.
3,096.97 26.27 3.23 24.16 1.91
47
Mason Investment Advisory Services
Reston, Va.
3,057.64 21.71 4.64 16.73 4.44
48
MAI Wealth Advisors
Cleveland, Ohio
2,960.61 41.27 4.17 22.46 15.10
57.19
*Discretionary and nondiscretionary assets under management reported on Form ADV. **Average assets per client relationship. † Founded in 2012, not meaningful.
N/A
N/A
1.14 49.73 –24.29
FA’s 2013 RIA Ranking
(By Total Assets)
2012 total assets rank*
firm name
location
year end 2012 assets ($Mm)
% growth in assets 2011-2012
assets per client ($MM)**
% growth in assets per client
% change in no. of clients
49
Savant Capital Management
Rockford, Ill.
50
Mill Creek Capital Advisors
Conshohocken, Pa.
2,829.74 25.72 12.86 –0.52 26.44
51 Signature
Norfolk, Va.
2,767.63 10.51 12.94 6.14 4.39
52
Hewins Financial Advisors
San Mateo, Calif.
2,722.28 9.03 2.88 –3.28 12.49
53
Northeast Financial Consultants
Westport, Conn.
2,636.84 12.16 17.60 12.34 0.00
54
The Colony Group
Boston, Mass.
2,602.53 95.82 2.06 34.77 45.06
55
Homrich Berg
Atlanta, Ga.
2,564.96 13.15 2.56 –6.40 20.48
56
Bingham, Osborn & Scarborough
San Francisco, Calif.
2,558.00 14.30 3.00 8.26 5.56
57
Ingalls & Snyder
New York, N.Y.
2,553.72 15.79 0.73 15.38 0.00
58
Signature Estate & Investment Advisors
Los Angeles, Calif.
2,536.36 18.76 0.85 –19.29 47.06
59
Heck Capital Advisors
Rhinelander, Wis.
2,526.09 36.10 4.22 30.35 4.35
60
Sullivan, Bruyette, Speros & Blayney
McLean, Va.
2,400.00 11.37 2.40 5.56 5.26
61
Freestone Capital Management
Seattle, Wash.
2,399.71 3.62 2.00 –13.79 20.00
62
Adviser Investments
Newton, Mass.
2,394.00 9.77 1.00 11.15 –1.37
63 RegentAtlantic
Morristown, N.J.
2,300.60 15.00 2.09 4.55 10.00
64
R. M. Davis
Portland, Maine
2,274.39 6.41 1.65 3.99 2.00
65
Manchester Capital Management
Manchester, Vt.
2,228.23 26.43 13.27 20.67 5.00
66
Balasa Dinverno Foltz
Itasca, Ill.
2,212.35 19.25 2.60 12.26 5.85
67
Robertson, Griege & Thoele
Dallas, Texas
2,206.00 47.07 5.53 10.50 33.33
68
Dowling & Yahnke
San Diego, Calif.
2,205.35 11.56 2.47 7.74 3.60
69
Highmount Capital
New York, N.Y.
2,195.08 11.48 19.30 –2.04 14.00
70
Matter Family Office
Clayton, Mo.
2,182.71 3.71 14.83 0.98 2.80
71
Silver Bridge
Boston, Mass.
2,154.24 8.78 4.51 13.14 –4.02
72
Sentinel Pension Advisors
Reading, Mass.
2,103.68 27.83 2.21 22.33 4.04
73
Joel Isaacson & Co.
New York, N.Y.
2,065.17 18.10 2.30 12.11 5.51
74
Halbert Hargrove
Long Beach, Calif.
2,045.05 16.93 4.20 5.14 11.42
75
Global Financial Private Capital
Sarasota, Fla.
2,043.12 64.51 0.16 11.87 47.06
76
Wilbanks, Smith & Thomas Asset Management
Norfolk, Va.
1,998.29 12.56 1.30 2.54 9.58
77
Waldron Wealth Management
Bridgeville, Pa.
1,984.00 8.95 19.60 70.19 –36.08
78
Independent Portfolio Consultants
Boca Raton, Fla.
1,983.28 7.83 2.48 7.61 0.00
79
American Portfolios Advisors
Holbrook, N.Y.
1,937.79 6.18 0.18 6.01 0.00
80
Plancorp
St. Louis, Mo.
1,877.86 20.38 2.74 14.54 5.21
81
South Texas Money Management
San Antonio, Texas
1,849.69 4.63 1.43 3.23 1.25
82
Brighton Jones
Seattle, Wash.
1,832.79 –16.84
83
WMS Partners
Towson, Md.
1,818.70 7.54 6.25 0.66 6.99
84 Meristem
Minnetonka, Minn.
1,797.46 8.90 6.19 6.09 2.83
85
Budros, Ruhlin & Roe
Columbus, Ohio
1,734.84 12.64 2.70 9.70 2.40
86
Miller/Russell & Associates
Phoenix, Ariz.
1,710.06 56.03 4.44 56.26 –0.52
87
Weston Financial Group
Wellesley, Mass.
1,708.44 12.77 1.69 15.15 –1.66
88
Badgley Phelps Investment Managers
Seattle, Wash.
1,643.35 3.07 3.91 2.90 0.24
89
Retirement Advisors of America
Addison, Texas
1,608.00 5.09 0.89 –6.46 12.50
90
Covington Capital Management
Los Angeles, Calif.
1,578.11 7.37 3.51 0.08 7.40
91
Rinet Company
Boston, Mass.
1,572.16 16.80 12.08 10.93 4.84
92
JMG Financial Group
Oak Brook, Ill.
1,532.65 15.19 2.85 8.61 5.92
93
Green Square Capital
Memphis, Tenn.
1,518.32 36.91 15.05 20.67 13.48
94
SignatureFD
Atlanta, Ga.
1,513.43 23.61 3.15 10.36 12.15
McLean, Va.
1,506.57 5.67 6.99 –14.45 23.43
95 WTAS
2,909.96 42.37 1.02 15.96 23.01
2.59 –22.71 7.62
96
David Vaughan Investments
Peoria, Ill.
1,489.00 8.92 2.49 4.76 3.81
97
Pathstone Family Office
Fort Lee, N.J.
1,485.67 44.35 41.39 24.57 16.13
*Discretionary and nondiscretionary assets under management reported on Form ADV. **Average assets per client relationship. † Founded in 2012, not meaningful.
FA’s 2013 RIA Ranking
(By Total Assets)
2012 total assets rank*
firm name
location
year end 2012 assets ($Mm)
% growth in assets 2011-2012
assets per client ($MM)**
% growth in assets per client
% change in no. of clients
98 Balentine
Atlanta, Ga.
1,483.09 40.91 11.13 22.94 14.66
99
SVA Plumb Financial
Madison, Wis.
1,480.20 8.61 1.11 –16.40 30.18
100
Wescott Financial Advisory Group
Philadelphia, Pa.
1,462.11 14.34 4.23 4.47 9.18
101
Grimes & Company
Westborough, Mass.
1,431.09 11.19 1.01 7.01 3.60
102
HBKS Wealth Advisors
Erie, Pa.
1,427.10 14.12 0.60 1.60 16.26
103
The MDE Group
Morristown, N.J.
1,406.27 8.08 7.01 1.45 6.91
104
Greenwich Wealth Management
Greenwich, Conn.
1,388.01 17.95 19.04 35.55 –13.10
105
RiverPoint Capital Management
Cincinnati, Ohio
1,377.89 20.69 3.45 21.05 0.00
106
Carroll Financial Associates
Charlotte, N.C.
1,364.64 15.52 0.68 15.25 0.00
107
Henssler Financial
Kennesaw, Ga.
1,360.00 5.02 1.19 –3.72 9.50
108
Gerstein Fisher
New York, N.Y.
1,357.73 13.40 1.48 –0.09 13.44
109
Westmount Asset Management
Los Angeles, Calif.
1,355.32 16.06 1.68 11.79 3.98
110
EP Wealth Advisors
Torrance, Calif.
1,345.00 25.03 0.86 11.46 12.14
111
Osborne Partners Capital Management
San Francisco, Calif.
1,324.00 23.49 2.30 –12.37 40.79
112 Truepoint
Cincinnati, Ohio
1,289.46 27.49 2.11 11.60 14.45
113
Foster Group
West Des Moines, Iowa
1,286.62 14.47 1.52 11.52 3.28
114
Parsec Financial Management
Asheville, N.C.
1,283.19 10.24 1.14 10.54 –0.18
115
Mainstay Capital Management
Grand Blanc, Mich.
1,281.90 22.36 0.38 13.08 7.80
116
Wellesley Investment Advisors
Wellesley, Mass.
1,265.07 19.16 1.46 0.62 19.07
117
Covenant Multifamily Offices
San Antonio, Texas
1,254.00 29.38 5.56 –25.47 73.08
118
Family Management Corporation
New York, N.Y.
1,246.86 8.61 2.33 8.49 0.19
119
Hartland & Co.
Cleveland, Ohio
1,242.43 11.51 3.72 –3.38 15.63
120
Fort Pitt Capital Group
Pittsburgh, Pa.
1,235.51 7.80 0.93 9.28 –1.33
121
Banyan Partners
Palm Beach Gardens, Fla.
1,229.54 10.79 1.03 –8.28 20.81
122
TCI Wealth Advisors
Tucson, Ariz.
1,221.69 22.16 0.93 9.85 11.06
123
Hanson McClain Advisors
Sacramento, Calif.
1,219.08 26.88 0.40 9.68 15.75
124
Vantage Investment Partners
Merriam, Kan.
1,216.68 18.29 10.00 –31.07 71.83
125
Barrett Asset Management
New York, N.Y.
1,208.45 0.94 7.12 –0.95 1.80
126
Highline Wealth Management
Rockville, Md.
1,199.50 0.78 6.67 –5.32 6.51
127
Sage Financial Group
Conshohocken, Pa.
1,193.28 30.99 2.25 27.42 2.51
128
Valeo Financial Advisors
Indianapolis, Ind.
1,180.32 44.66 1.62 18.86 21.67
129
North American Management
Boston, Mass.
1,175.16 2.93 3.53 0.10 3.41
130
Filament
Seattle, Wash.
1,153.31 17.92 25.00 7.36 9.52
131
Modera Wealth Management
Westwood, N.J.
1,133.76 15.43 1.90 6.96 7.58
132
Morton Capital Management
Calabasas, Calif.
1,132.34 6.78 1.62 0.35 6.23
133
Palisades Hudson Asset Management
Scarsdale, N.Y.
1,129.18 7.31 18.83 4.03 3.45
134
Accredited Investors
Edina, Minn.
1,120.25 22.53 2.80 22.54 0.00
135
Brouwer & Janachowski
Tiburon, Calif.
1,077.00 9.45 2.40 5.37 4.17
136
Bridgewater Advisors
New York, N.Y.
1,062.64 12.54 2.65 9.48 2.56
137
True North Advisors
Dallas, Texas
1,052.77 7.43 2.49 9.94 –2.55
138
Whitnell & Company
Oak Brook, Ill.
1,045.24 4.80 2.56 –2.39 7.89
139 TFO-TDC
Maumee, Ohio
1,035.86 16.22 1.08 2.85 13.49
140
Pinnacle Advisory Group
Columbia, Md.
1,029.06 57.43 1.30 42.78 10.31
141
Resource Consulting Group
Orlando, Fla.
1,008.54 15.94 3.06 13.63 2.17
142 TrustCore
Brentwood, Tenn.
1,008.17 –10.59
143
Decatur, Ill.
1,005.00 42.76 0.67 5.21 36.36
IPI Wealth Management
0.81 –17.57 8.43
ASSET CATEGORY: $500 million to < $1 billion 144
Cassaday and Company
McLean, Va.
997.41 23.72 1.04 16.12 6.53
145
Spire Investment Partners
McLean, Va.
992.59 21.84 0.33 –18.77 50.00
*Discretionary and nondiscretionary assets under management reported on Form ADV. **Average assets per client relationship. † Founded in 2012, not meaningful.
FA’s 2013 RIA Ranking
(By Total Assets)
2012 total assets rank*
firm name
location
year end 2012 assets ($Mm)
% growth in assets 2011-2012
assets per client ($MM)**
% growth in assets per client
% change in no. of clients
146
Strategic Wealth Partners
Deerfield, Ill.
988.87 31.69 3.33 38.34 –4.81
147
Sequoia Financial Group
Akron, Ohio
985.31 66.96 0.67 17.87 41.63
148
Forum Financial Management
Lombard, Ill.
980.00 28.95 0.89 –0.36 29.41
149
Camden Capital Management
El Segundo, Calif.
972.31 76.29 15.43 56.52 12.50
150
Lee Financial Corporation
Dallas, Texas
968.82 7.99 2.98 4.70 3.17
151
First Capital Consulting
Great Neck, N.Y.
966.70 10.98 2.42 –2.86 14.29
152
Hamilton Capital Management
Columbus, Ohio
966.11 27.60 0.93 20.22 6.15
153
Acropolis Investment Management
St Louis, Mo.
965.64 4.64 1.99 11.13 –5.83
154
Carlson Capital Management
Northfield, Minn.
965.20 15.41 1.65 7.75 7.13
155
Scarborough Capital Management
Annapolis, Md.
938.52 7.87 0.22 9.84 –1.74
156
Altfest Personal Wealth Management
New York, N.Y.
910.78 21.64 1.80 12.25 8.35
157
JFS Wealth Advisors
Hermitage, Pa.
899.33 13.47 1.08 15.28 –1.66
158
Legacy Wealth Management
Memphis, Tenn.
897.97 10.07 1.27 4.30 5.51
159 Brightworth
Atlanta, Ga.
895.93 13.69 2.26 9.11 4.21
160
LLBH Private Wealth Management
Westport, Conn.
889.35 21.35 4.99 10.38 9.88
161
Fairview Capital Investment Management
Greenbrae, Calif.
847.08 49.08 6.05 17.17 27.27
162
West Financial Services
McLean, Va.
839.92 4.13 1.54 5.24 –1.09
163
Stonebridge Capital Advisors
Saint Paul, Minn.
836.53 5.76 1.10 –17.65 28.50
164
GV Financial Advisors
Atlanta, Ga.
825.63 –2.17 1.88 –11.03 10.00
165
Reynders, McVeigh Capital Management
Boston, Mass.
812.57 19.34 2.10 7.08 11.49
166 Kovack Advisors
Ft. Lauderdale, Fla.
809.38 31.71 0.25 20.82 8.87
167
Sargent Bickham Lagudis
Boulder, Colo.
788.43 9.96 2.32 8.61 1.19
168
Fairway Wealth Management
Independence, Ohio
783.00 11.62 6.53 –2.40 14.29
169
Golub Group
San Mateo, Calif.
782.73 11.08 1.01 6.61 4.18
170
Foster & Motley
Cincinnati, Ohio
782.14 14.26 2.00 8.03 5.68
171
AEPG Wealth Strategies
Warren, N.J.
762.30 9.57 1.88 6.24 3.05
172
Strategic Wealth Management Group
Columbia, Md.
760.66 13.60 1.04 12.03 1.39
173
ProVise Management Group
Clearwater, Fla.
758.00 7.52 1.24 6.47 0.99
174
Schneider Downs Wealth Management Advisors
Pittsburgh, Pa.
755.98 20.67 1.91 3.69 16.47
175
Private Ocean
San Rafael, Calif.
748.00 11.64 1.79 14.57 –2.56
176
Creative Financial Group
Atlanta, Ga.
742.92 7.76 1.33 9.76 –1.75
177
BSW Wealth Partners
Boulder, Colo.
736.00 6.98 3.57 9.05 –1.90
178
Heritage Financial Services
Westwood, Mass.
732.55 17.28 1.08 12.10 4.62
179
Stewart and Patten Co.
San Francisco, Calif.
730.51 5.46 1.83 –1.11 6.67
180
TFC Financial Management
Boston, Mass.
724.01 –0.32 2.91 –9.49 10.18
181
Mission Wealth Management
Santa Barbara, Calif.
720.48 35.66 1.57 24.69 8.75
182
Vantage Investment Advisors
State College, Pa.
718.87 21.51 0.34 –9.14 33.67
183
Resnick Investment Advisors
Westport, Conn.
715.08 6.89 0.76 1.46 5.34
184
Diesslin & Associates
Fort Worth, Texas
712.24 19.18 2.41 15.44 3.14
185
Abacus Planning Group
Columbia, S.C.
710.41 8.95 4.01 15.05 –5.35
186
Barnes Pettey Financial Advisors
Clarksdale, Miss.
701.45 5.59 1.56 –6.16 12.50
187
M.J. Smith and Associates
Greenwood Village, Colo.
700.20 34.63 1.58 37.05 –1.77
188
Aureus Asset Management
Boston, Mass.
700.00 12.00 13.46 7.69 4.00
189
Braver Wealth Management
Needham, Mass.
691.20 17.01 1.43 5.08 11.26
190
Albion Financial Group
Salt Lake City, Utah
689.91 4.76 1.73 –0.53 5.26
191
Avondale Partners
Nashville, Tenn.
687.50 178.45 10.12 104.81 36.00
192
LBMC Investment Advisors
Brentwood, Tenn.
683.11 2.72 4.14 –6.01 9.27
193
Huber Financial
Lincolnshire, Ill.
675.43 34.54 0.82 19.58 12.45
194
Summit Financial Strategies
Columbus, Ohio
672.66 14.26 1.28 9.69 4.17
*Discretionary and nondiscretionary assets under management reported on Form ADV. **Average assets per client relationship. † Founded in 2012, not meaningful.
FA’s 2013 RIA Ranking
(By Total Assets)
2012 total assets rank*
firm name
location
year end 2012 assets ($Mm)
% growth in assets 2011-2012
assets per client ($MM)**
% growth in assets per client
% change in no. of clients
195
Lenox Wealth Management
Cincinnati, Ohio
671.23 15.67 2.63 11.61 3.66
196
Penniall & Associates
Pasadena, Calif.
652.00 1.88 1.09 1.88 0.00
197
Exencial Wealth Advisors
Oklahoma City, Okla.
647.80
198
Wealthcare Capital Management
Richmond, Va.
645.39 31.23 0.42 –1.29 32.81
199
Sadoff Investment Management
Milwaukee, Wis.
637.90 8.08 1.16 5.98 2.04
200
FMA Advisory
Harrisburg, Pa.
631.84 8.43 1.05 8.40 0.00
201
Oakwood Capital Management
Los Angeles, Calif.
625.06 7.31 1.75 3.78 3.48
202
Greenspring Wealth Management
Towson, Md.
623.73 25.84 3.57 15.02 9.38
203
SPC Financial
Rockville, Md.
613.70 15.79 0.56 7.53 7.74
204
Pettinga Financial Advisors
Evansville, Ind.
613.22 11.40 1.27 8.91 2.34
205
Sharkey, Howes & Javer
Denver, Colo.
611.66 18.04 0.56 24.70 –5.25
206
HoyleCohen
San Diego, Calif.
606.50 16.84 1.30 11.50 4.72
207
Pure Financial Advisors
San Diego, Calif.
606.32 43.56 0.75 –16.39 71.76
208
R. E. Wacker Associates
San Luis Obispo, Calif.
602.37 11.94 1.18 9.71 2.00
209
CPS Investment Advisors
Lakeland, Fla.
602.08 24.67 0.33 –16.91 50.00
210
Quest Capital Management
Dallas, Texas
598.13 –17.83
211
Financial Services Advisory
Rockville, Md.
596.13 7.10 0.68 7.49 –0.45
212
Acacia Wealth Advisors
Beverly Hills, Calif.
595.66 7.33 37.25 7.39 0.00
213
Glassman Wealth Services
McLean, Va.
588.26 33.58 3.72 22.64 8.97
214
McKinley Carter Wealth Services
Wheeling, W. Va.
579.41 12.17 0.76 16.84 –4.15
215
Center for Financial Planning
Southfield, Mich.
577.08 25.02 0.75 11.11 12.41
216
LaSalle St. Investment Advisors
Elmhurst, Ill.
575.23 25.17 0.29 –30.94 81.00
217
Sigma Investment Counselors
Southfield, Mich.
565.96 15.21 1.23 7.54 7.19
218
The Pacific Financial Group
Bellevue, Wash.
565.84 26.86 0.15 –18.18 55.10
219
Meyer Capital Group
Marlton, N.J.
560.91 –4.51 0.77 –11.28 7.73
220
Sapient Private Wealth Management
Eugene, Ore.
555.47 6.58 1.60 3.76 2.66
221
SFMG Wealth Advisors
Plano, Texas
554.55 27.05 1.44 19.03 6.94
222
Dion Money Management
Williamstown, Mass.
548.00 7.87 0.39 4.79 2.94
223
Brookstone Capital Management
Wheaton, Ill.
545.00 49.73 0.08 8.62 37.84
224
Educators Financial Services/EFS Advisors
Cambridge, Minn.
543.23 4.47 0.05 1.29 3.09
225
Beaird Harris Wealth Management
Dallas, Texas
525.76 32.23 1.65 15.12 14.80
226
Annex Wealth Management
Elm Grove, Wis.
523.02 39.62 0.25 6.26 31.25
227
Mosaic Financial Partners
San Francisco, Calif.
520.86 18.97 2.07 10.93 7.23
228
Versant Capital Management
Phoenix, Ariz.
520.49 26.07 6.34 10.55 13.89
229
Pillar Pacific Capital Management
San Marino, Calif.
512.07 19.90 1.90 13.67 5.49
230
Relyea Zuckerberg Hanson
Stamford, Conn.
512.00 11.55 5.57 5.48 5.75
231
Retirement Design & Management
Westport, Conn.
504.82 15.51 1.29 6.67 8.33
232 Kinsight
Birmingham, Ala.
501.67
233
Wealthquest Corporation
Cincinnati, Ohio
501.47 25.00 0.59 17.12 6.68
234
Pinnacle Wealth Planning Services
Mansfield, Ohio
501.13 11.16 0.99 4.49 6.32
7.25 0.53 –25.38 43.78
6.79
0.92 –3.79 –14.62
3.49 34.99 –20.88
ASSET CATEGORY: $300 million to
