Firm City Phone Website Total AUM (millions) Total Accounts Number of investment advisors Number of clients
1 Veritable LP Newtown Square, PA 610-640-9551 www.veritablelp.com $8,442 1,558 11-50 > 500

2 Oxford Financial Group, Ltd

Carmel, IN 317-843-5678 www.ofgltd.com $7,867 4,200 11-50 > 500

3 Silvercrest Asset Management Group, LLC

New York 212-649-0600 www.silvercrestgroup.com $7,305 1,995 11-50 > 500

4 Lowry Hill Investment Advisors Inc.

Minneapolis 612-667-1764 www.lowryhill.com $6,639 2,066 11-50 1-10

5 Convergent Wealth Advisors, LLC

Rockville, MD 301-770-6300 www.convergentwealth.com $5,859 4,621 11-50 n/a

6 Moneta Group Investment Advisors, LLC

Clayton, MO 314-726-2300 www.monetagroup.com $5,772 11,582 11-50 > 500

7 Plante Moran Financial Advisors

Southfield, MI 248-223-3400 www.pmfa.com $5,365 1,332 11-50 > 500

8 Tag Associates, LLC

New York 212-275-1500 www.tagassoc.com $5,072 945 11-50 101-250

9 Loring, Wolcott & Coolidge

Boston 617-523-6531 www.lwcotrust.com $5,068 2,722 11-50 > 500

10 Kochis Fitz Quintile Investment Advisors, LLC

San Francisco 415-394-6670 www.quintile.com $4,961 486 11-50 251-500

11 Ronald Blue & Co., LLC

Atlanta 404-705-7000 www.ronblue.com $4,923 9,011 51-250 > 500

12 Integrated Wealth Management, LLC

Scottsdale, AZ 480-663-6000 www.iwmllc.com $4,696 194 n/a 101-250

13 Federal Street Advisors Inc.

Boston 617-350-8999 www.federalstreet.com $4,503 1,579 11-50 26-100

14 Sontag Advisory, LLC

New York 212-973-1200 www.sontagadvisory.com $4,195 6,606 6-10 > 500

15 SCS Capital Management, LLC

Waltham, MA 781-290-4400 www.scsfinancial.com $4,091 67 11-50 26-100

16 MBO Cleary Advisors Inc.

Milwaukee 414-291-3848 www.mbocleary.com $4,067 79 6-10 26-100

17 Fiduciary Counselling Inc.

St. Paul 651-228-0935 www.fidcouns.net $3,836 1,102 11-50 > 500

18 Greycourt & Co., Inc.

Pittsburgh 412-361-0100 www.greycourt.com $3,649 59 11-50 26-100

19 KLS Professional Advisors Group, LLC

New York 212-355-0346 www.klsadvisors.com $3,419 4,885 6-10 > 500
20 BBR Partners, LLC New York 212-313-9870 www.bbrpartners.com $3,342 491 6-10 251-500

21 WTAS, LLC

Mclean, VA 571-382-0020 www.wtas.com $3,276 189 11-50 101-250

22 Calibre Advisory Services, Inc.

Waltham, MA 781-392-2840 www.calibre.com $3,267 2,188 11-50 251-500

23 Geller Family Office Services, LLC

New York 212-583-6000 www.gellerco.com $3,266 291 6-10 26-100

24 Shepherd Kaplan, LLC

Boston 617-896-1600 www.sk-llc.com $3,037 874 6-10 101-250

25 Baker Street Advisors, LLC

San Francisco 415-344-6180 www.bakerstreetadvisors.com $2,857 645 6-10 26-100

26 Inverness Counsel Inc.

New York 212-207-2100 www.invernesscounsel.com $2,844 1,252 11-50 > 500

27 Clarfeld Financial Advisors Inc.

Tarrytown, NY 914-846-0100 www.clarfeld.com $2,830 2,150 11-50 251-500

28 Athena Capital Advisors, LLC

Lincoln, MA 781-274-9300 www.athenacapital.com $2,684 134 11-50 26-100

29 Altair Advisers, LLC

Chicago 312-429-3000 www.altairadvisers.com $2,584 163 11-50 101-250

30 MyCIO Wealth Partners, LLC

Philadelphia 267-295-2280 www.myciowp.com $2,426 1,277 11-50 251-500

31 GW & Wade Inc.

Wellesley, MA 781-239-1188 www.gwwade.com $2,397 4,830 11-50 > 500

32 Gresham Partners, LLC

Chicago 312-960-0200 www.greshampartners.com $2,352 93 11-50 26-100

33 Cornerstone Advisors Inc.

Bellevue, WA 425-646-7600 www.buildbeyond.com $2,054 1,857 11-50 251-500

34 Ballamor Capital Management, Inc.

Radnor, PA 484-598-2500 www.ballamorcapital.com $2,045 83 1-5 26-100

35 Schultz Collins Lawson Chambers

San Francisco 415-291-3000 www.schultzcollins.com $1,988 188 6-10 101-250

36 R. M. Davis, Inc.

Portland 207-774-0022 www.rmdavis.com $1,987 2,978 11-50 > 500

37 Tolleson Private Wealth Management

Dallas 214-252-3263 www.tollesonwealth.com $1,963 1,339 11-50 26-100

38 Prairie Capital Management, LLC

Kansas City, MO 816-531-1101 www.prairiecapital.com $1,934 1,063 6-10 101-250

39 Freestone Capital Management Inc.

Seattle 206-398-1100 www.freestonecapital.com $1,854 834 6-10 > 500

40 Edelman Financial Services, LLC

Fairfax, VA 703-818-0800 www.ricedelman.com $1,801 8,329 11-50 > 500

41 Evanson Asset Management, LLC

Carmel, VA 831-333-2060 www.evansonasset.com $1,793 2,140 1-5 251-500

42 Bingham, Osborn & Scarborough, LLC

San Francisco 415-781-8535 www.bosinvest.com $1,775 2,763 11-50 > 500

43 Inlign Wealth Management, LLC (GenSpring Family Offices)

Phoenix 602-385-3266 www.inlignwealth.com $1,773 787 11-50 26-100

44 Reinhart Partners, Inc.

Mequon, WI 262-241-2020 www.rm-capital.com $1,709 956 11-50 > 500

45 Ballentine Finn & Company Inc.

Wolfeboro, NH 603-569-1717 www.ballentine-finn.com $1,700 172 11-50 101-250

46 Kibble & Prentice Holding Company

Seattle 206-441-6300 www.kpcom.com $1,649 416 11-50 251-500

47 Lee Financial

Dallas 972-960-1001 www.leefincorp.com $1,646 1,610 11-50 251-500

48 Mason Investment Advisory Services Inc.

Reston 703-716-6000 www.masoncompanies.com $1,643 463 11-50 > 500

49 Paul Comstock Partners

Houston 713-977-2694 www.paulcomstockpartners.com $1,638 121 6-10 101-250

50 Hale And Dorr Wealth Advisors

Boston 617-526-5801 www.haledorrwealth.com $1,621 1,316 11-50 > 500

51 Homrich & Berg

Atlanta 404-264-1400 www.homrich-berg.com $1,594 2,213 11-50 251-500

52 Threshold Group, LLC

Gig Harbor, WA 253-851-4300 www.thresholdgroup.com $1,564 155 11-50 26-100

53 Laird Norton Tyee Asset Strategies, LLC

Seattle 206-464-5100 www.lntyee.com $1,551 1,227 11-50 101-250

54 The MDE Group, Inc.

Morristown, NJ 973-206-7100 www.mdegroup.com $1,547 1,706 6-10 101-250

55 RegentAtlantic Capital, LLC

Chatham, NJ 973-635-7070 www.regentatlantic.com $1,546 924 11-50 > 500

56 Merriman Berkman Next, Inc.

Seattle 206-285-8877 www.merrimancapital.com $1,507 5,500 11-50 > 500

57 Joel Isaacson & Co., Inc.

New York 212-302-6300 www.joelisaacson.com $1,373 2,417 11-50 > 500

58 Capital Investment Counsel Inc.

Denver 303-329-9000 www.cicinvestments.com $1,346 2,791 11-50 > 500

59 Balasa Dinverno & Foltz, LLC

Itasca, IL 630-875-4900 www.bdfllc.com $1,306 2,509 11-50 > 500

60 Manchester Capital Management, LLC

Manchester, VT 802-362-4410 www.mcmllc.com $1,292 589 6-10 101-250

61 Palisades Hudson Asset Management, L.P.

Scarsdale, NY 914-723-5000 www.palisadeshudson.com $1,278 65 6-10 26-100

62 Plancorp, Inc.

Saint Louis 636-532-7824 www.plancorp.com $1,277 2,224 11-50 251-500

63 Savant Capital Management, Inc.

Rockford, IL 815-227-0300 www.savantcapital.com $1,235 1,461 11-50 > 500

64 Halbert, Hargrove / Russell, LLC

Long Beach, CA 562-435-5657 www.halberthargrove.com $1,228 1,532 11-50 > 500

65 BKD Wealth Advisors, LLC

Springfield, MO 417-831-7283 www.bkd.com $1,224 2,582 11-50 > 500

66 Partners Capital Investment Group, LLC

Boston 617-292-2570 www.partners-cap.com $1,203 158 11-50 101-250

67 Brighton Jones, LLC

Seattle 206-329-5546 www.brightonjones.com $1,200 300 11-50 251-500

68 Foundation Resource Management, Inc.

Little Rock, AR 501-604-3190 www.foundationresourcemanagement.com $1,190 96 1-5 26-100

69 Wescott Financial Advisory Group, LLC

Philadelphia 215-979-1600 www.wescott.com $1,181 254 11-50 251-500

70 JMG Financial Group Ltd

Oak Brook, IL 630-571-5252 www.jmgfinancial.com $1,180 1,782 11-50 > 500

71 Arlington Partners, LLC

Birmingham 205-488-4300 www.arlingtonpartners.com $1,179 902 6-10 26-100

72 Northside Capital Management, LLC

Hood River, OR 541-387-2080 www.northsidecap.com $1,178 16 1-5 11-25

73 Zemenick & Walker Inc.

St Louis 314-862-5525 www.zandw.com 1,173 162 6-10 101-250

74 Dowling & Yahnke, LLC

San Diego 858-509-9500 www.dyinc.com $1,163 2,028 6-10 > 500

75 SEIA

Los Angeles 310-712-2323 www.seiallc.com $1,157 3,280 11-50 > 500

76 Robertson, Griege & Thoele

Dallas 214-360-7000 www.rgtnet.com $1,150 245 6-10 101-250

77 Budros, Ruhlin & Roe, Inc.

Columbus 614-481-6900 www.b-r-r.com $1,143 3,968 11-50 251-500

78 Rinet Company, LLC

Boston 617-488-2700 www.rinetco.com $1,128 1,293 11-50 101-250

79 The Scarborough Group, Inc.

Annapolis, MD 410-573-5700 www.401kadvice.com $1,108 4,532 11-50 > 500

80 Capital Investment Management Inc.

Leitchfield, KY 270-259-0769 www.cimky.com $1,100 453 n/a 251-500

81 RCL Advisors, LLC

New York 212-452-5900 www.rcladvisors.com $1,100 552 1-5 26-100

82 Pacific Portfolio Consulting, LLC

Seattle 206-623-6641 www.pacific-portfolio.com $1,096 256 6-10 251-500

83 Mintz Levin Financial Advisors, LLC

Boston 617-542-6000 www.mintzlevinfinancial.com $1,094 364 11-50 251-500

84 Coldstream Capital Management Inc.

Bellevue, WA 425-283-1600 www.coldstream.com $1,086 600 11-50 > 500

85 The Colony Group, LLC

Boston 617-723-8200 www.thecolonygroup.com $1,083 1,539 11-50 > 500

86 Resource Consulting Group

Orlando 407-422-0252 www.resourceconsulting.com $1,059 1,371 6-10 251-500

87 Cypress Wealth Advisors

San Francisco 415-489-2100 www.cypresswealth.com $1,058 108 1-5 26-100

88 Fairport Asset Management

Cleveland 216-431-3000 www.fairportasset.com $1,054 1,118 11-50 > 500

89 North American Management Corp

Boston 617-695-2100 www.namcorp.com $1,046 1,049 6-10 251-500

90 McCabe Capital Managers, Ltd.

King Of Prussia, PA 610-277-8890 www.mccabecapital.com $1,034 116 1-5 101-250

91 Molewski Financial Partners

Bethlehem, PA 610-865-2600 www.molewskifinancial.com $1,028 484 6-10 26-100

92 Moss Adams Wealth Advisors, LLC

Seattle 206-302-6717 www.mossadamswealthadvisors.com $1,016 2,554 11-50 > 500

93 Wealth Enhancement Advisory Services, LLC

Wayzata, MN 952-449-9579 www.wealthenhancement.com $997 7,753 51-250 > 500

94 The Milestone Group, Inc.

Denver 303-539-0100 www.themilestonegroup.com $969 751 6-10 01-250

95 Beaumont Financial Partners, LLC

Wellesley Hills, MA 781-237-7170 www.bfpartners.com $952 1,650 6-10 251-500

96 HBK Sorce Advisory, LLC

Erie, PA 814-836-5776 www.hbksorce.com $950 4,013 11-50 > 500

97 Financial Clarity, Inc.

Mountain View, CA 650-559-9900 www.financialclarity.com $950 32 1-5 26-100

98 TCI Wealth Management, Inc.

Tucson 520-733-1477 www.tciwealth.com $932 2,769 6-10 > 500

99 Signature Financial Management Inc.

Norfolk, VA 757-625-7670 www.sigfin.com $929 286 6-10 26-100
100 WFG Advisors, LP Dallas 972-661-8700 www.wmfingrp.com $927 1,155 11-50 > 500
Source: www.RIADatabase.com