| Firm | City | Phone | Website | Total AUM (millions) | Total Accounts | Number of investment advisors | Number of clients |
|---|---|---|---|---|---|---|---|
| CALIFORNIA | |||||||
| Kochis Fitz Quintile Investment Advisors, LLC | San Francisco | 415-394-6670 | www.quintile.com | $4,961 | 486 | 11-50 | 251-500 |
| Baker Street Advisors, LLC | San Francisco | 415-344-6180 | www.bakerstreetadvisors.com | $2,857 | 645 | 6-10 | 26-100 |
| Schultz Collins Lawson Chambers | San Francisco | 415-291-3000 | www.schultzcollins.com | $1,988 | 188 | 6-10 | 101-250 |
| Evanson Asset Management, LLC | Carmel, Calif. | 831-333-2060 | www.evansonasset.com | $1,793 | 2,140 | 1-5 | 251-500 |
| Bingham, Osborn & Scarborough, LLC | San Francisco | 415-781-8535 | www.bosinvest.com | $1,775 | 2,763 | 11-50 | > 500 |
| Halbert, Hargrove / Russell, LLC | Long Beach | 562-435-5657 | www.halberthargrove.com | $1,228 | 1,532 | 11-50 | > 500 |
| Dowling & Yahnke, LLC | San Diego | 858-509-9500 | www.dyinc.com | $1,163 | 2,028 | 6-10 | > 500 |
| SEIA | Los Angeles | 310-712-2323 | www.seiallc.com | $1,157 | 3,280 | 11-50 | > 500 |
| Cypress Wealth Advisors | San Francisco | 415-489-2100 | www.cypresswealth.com | $1,058 | 108 | 1-5 | 26-100 |
| Financial Clarity, Inc. | Mountain View | 650-559-9900 | www.financialclarity.com | $950 | 32 | 1-5 | 26-100 |
| YCMNET Advisors | Walnut Creek | 925-935-2900 | www.ycmnet.com | $810 | 2,394 | 6-10 | > 500 |
| Private Wealth Partners, LLC | Larkspur | 415-461-3850 | $795 | 241 | 1-5 | 101-250 | |
| California Financial Advisors | San Ramon | 925.275.1000 | www.calfinad.com | $730 | 2,362 | 6-10 | > 500 |
| Brouwer & Janachowski Inc. | Tiburon | 415-435-8330 | www.fundmastery.com | $720 | 496 | 1-5 | 101-250 |
| Acacia Wealth Advisors, LLC | Beverly Hills | 310-246-0560 | www.acaciawealth.com | $720 | 167 | 1-5 | 11-25 |
| Stewart & Patten Co, LLC | San Francisco | 415-421-4932 | www.stewartandpatten.com | $715 | 767 | 1-5 | 251-500 |
| The Portola Group Inc. | Menlo Park | 650-854-7550 | www.portolagroup.com | $643 | 633 | 6-10 | 251-500 |
| COLORADO | |||||||
| Capital Investment Counsel Inc. | Denver | 303-329-9000 | www.cicinvestments.com | $1,343 | 2,791 | 11-50 | > 500 |
| The Milestone Group, Inc. | Denver | 303-539-0100 | www.themilestonegroup.com | $969 | 751 | 6-10 | 101-250 |
| Crestone Asset Management, LLC | Boulder | 303-442-4447 | www.crestonecap.com | $836 | 213 | 6-10 | 26-100 |
| Strategic Capital Advisers, Inc. | Denver | 303-333-0060 | www.scadv.com | $781 | 96 | 1-5 | 26-100 |
| The Wealth Conservancy, Inc. | Boulder | 303-444-1919 | www.thewealthconservancy.com | $607 | 311 | 1-5 | 26-100 |
| First Western Investment Management, Inc. | Denver | 303-531-8100 | www.fwtb.com/investment_management.shtml | $589 | 911 | 1-5 | 251-500 |
| Sargent Bickham Lagudis | Boulder | 303-443-2433 | www.sargentbickham.com | $570 | 575 | 6-10 | 251-500 |
| CONNECTICUT | |||||||
| Greenwich Wealth Management, LLC | Greenwich | 203-618-0100 | $890 | 40 | 1-5 | 26-100 | |
| Hynes Himmelreich Glennon & Co | Darien | 203-656-5500 | www.hhg.net | $867 | 1,339 | 1-5 | 101-250 |
| Olson Mobeck Investment Advisors, Inc. | Rocky Hill | 860-563-2368 | $699 | 1,007 | 6-10 | > 500 | |
| FLORIDA | |||||||
| Resource Consulting Group | Orlando | 407-422-0252 | www.resourceconsulting.com | $1,059 | 1,371 | 6-10 | 251-500 |
| TBK Investments, Inc. (GenSpring Family Offices) | Miami | 305-825-2225 | www.tbkinvestments.com | $823 | 49 | 6-10 | 26-100 |
| Singer Xenos Wealth Management | Coral Gables | 305-443-0060 | www.singerxenos.com | $762 | 2,026 | 6-10 | 251-500 |
| Provise Management Group, LLC | Clearwater | 727-441-9022 | www.provise.com | $658 | 503 | 6-10 | 251-500 |
| GEORGIA | |||||||
| Ronald Blue & Co., LLC | Atlanta | 404-705-7000 | www.ronblue.com | $4,923 | 9,011 | 51-250 | > 500 |
| Homrich & Berg | Atlanta | 404-264-1400 | www.homrich-berg.com | $1,594 | 2,213 | 11-50 | 251-500 |
| F&D Advisors, LLC | Atlanta | 404-253-7600 | www.fdadvisors.com | $866 | 300 | 11-50 | 251-500 |
| Montag A & Associates Inc. | Atlanta | 404-522-5774 | www.amontag.com | $798 | 695 | 11-50 | 101-250 |
| Brightworth, LLC | Norcross | 770-368-1700 | www.brightworth.com | $740 | 803 | 6-10 | 101-250 |
| Capital Investment Advisors Inc. | Atlanta | 404-531-0018 | www.yourwealth.com | $672 | 1,390 | 6-10 | > 500 |
| GV Capital Management,Inc. | Atlanta | 770-295-5600 | www.gvfinancial.com | $657 | 2,425 | 11-50 | > 500 |
| ILLINOIS | |||||||
| Altair Advisers, LLC | Chicago | 312-429-3000 | www.altairadvisers.com | $2,584 | 163 | 11-50 | 101-250 |
| Gresham Partners, LLC | Chicago | 312-960-0200 | www.greshampartners.com | $2,352 | 93 | 11-50 | 26-100 |
| Balasa Dinverno & Foltz, LLC | Itasca | 630-875-4900 | www.bdfllc.com | $1,306 | 2,509 | 11-50 | > 500 |
| Savant Capital Management, Inc. | Rockford | 815-227-0300 | www.savantcapital.com | $1,235 | 1,461 | 11-50 | > 500 |
| JMG Financial Group Ltd | Oak Brook | 630-571-5252 | www.jmgfinancial.com | $1,180 | 1,782 | 11-50 | > 500 |
| Hotchkiss Associates, LLC | Chicago | 312-368-4633 | www.hotchkissassociates.com | $857 | 106 | 1-5 | 101-250 |
| Interocean Wealth Management, LLC | Chicago | 312-698-6900 | www.interoceanfinancial.com | $800 | 225 | 6-10 | 101-250 |
| Urban Financial Advisory Corporation | Evanston | 847-332-1795 | www.ufinadv.com | $577 | 361 | 1-5 | 101-250 |
| MASSACHUSETTS | |||||||
| Loring, Wolcott & Coolidge | Boston | 617-523-6531 | www.lwcotrust.com | $5,068 | 2,722 | 11-50 | > 500 |
| Federal Street Advisors Inc. | Boston | 617-350-8999 | www.federalstreet.com | $4,503 | 1,579 | 11-50 | 26-100 |
| SCS Capital Management, LLC | Waltham | 781-290-4400 | www.scsfinancial.com | $4,091 | 67 | 11-50 | 26-100 |
| Calibre Advisory Services, Inc. | Waltham | 781-392-2840 | www.calibre.com | $3,267 | 2,188 | 11-50 | 251-500 |
| Shepherd Kaplan, LLC | Boston | 617-896-1600 | www.sk-llc.com | $3,037 | 874 | 6-10 | 101-250 |
| Athena Capital Advisors, LLC | Lincoln | 781-274-9300 | www.athenacapital.com | $2,684 | 134 | 11-50 | 26-100 |
| GW & Wade Inc. | Wellesley | 781-239-1188 | www.gwwade.com | $2,397 | 4,830 | 11-50 | > 500 |
| Hale And Dorr Wealth Advisors | Boston | 617-526-5801 | www.haledorrwealth.com | $1,621 | 1,316 | 11-50 | > 500 |
| Partners Capital Investment Group, LLC | Boston | 617-292-2570 | www.partners-cap.com | $1,203 | 158 | 11-50 | 101-250 |
| Rinet Company, LLC | Boston | 617-488-2700 | www.rinetco.com | $1,128 | 1,293 | 11-50 | 101-250 |
| Mintz Levin Financial Advisors, LLC | Boston | 617-542-6000 | www.mintzlevinfinancial.com | $1,094 | 364 | 11-50 | 251-500 |
| The Colony Group, LLC | Boston | 617-723-8200 | www.thecolonygroup.com | $1,083 | 1,539 | 11-50 | > 500 |
| North American Management Corp | Boston | 617-695-2100 | www.namcorp.com | $1,046 | 1,049 | 6-10 | 251-500 |
| Beaumont Financial Partners, LLC | Wellesley Hills | 781-237-7170 | www.bfpartners.com | $952 | 1,650 | 6-10 | 251-500 |
| Longvue Advisors, LLC | Boston | 617-424-5810 | www.longv.com | $900 | 86 | 1-5 | 26-100 |
| Dion Money Management, LLC | Williamstown | 800-432-7447 | www.dionmm.com | $882 | 4,787 | 6-10 | > 500 |
| Boston Financial Management Inc. | Boston | 617-338-8108 | www.bostonfinancialmanagement.com | $833 | 741 | 6-10 | 101-250 |
| Dion Money Management Inc. | Williamstown | 877-850-7942 | www.dionmm.com | $822 | 4,814 | 6-10 | > 500 |
| Birch Hill Investment Advisors, LLC | Boston | 617-502-8300 | www.birchhilladvisors.com | $807 | 529 | 1-5 | 101-250 |
| Foster Dykema Cabot & Co Inc. | Boston | 617-423-3900 | www.fdcco.com | $755 | 329 | 1-5 | 101-250 |
| Pillar Financial Advisors, Inc. | Waltham | 781-290-4900 | www.pillarfinancial.com | $666 | 556 | 6-10 | 26-100 |
| Grimes & Company, Inc. | Westborough | 508-366-3883 | www.grimesco.com | $636 | 1,087 | 6-10 | > 500 |
| MICHIGAN | |||||||
| Plante Moran Financial Advisors | Southfield | 248-223-3400 | www.pmfa.com | $5,365 | 1,332 | 11-50 | > 500 |
| Portfolio Solutions, LLC | Troy | 248-689-1550 | www.portfoliosolutions.com | $781 | 467 | 1-5 | 251-500 |
| Executive Financial Planning, Inc. | Brighton | 810-229-6446 | www.efp-inc.com | $656 | 60 | 1-5 | 251-500 |
| Bloom Asset Management, Inc. | Farmington Hills | 248-932-5200 | www.bloomassetmanagement.com | $623 | 3,237 | 1-5 | > 500 |
| NEW JERSEY | |||||||
| The MDE Group, Inc. | Morristown | 973-206-7100 | www.mdegroup.com | $1,547 | 1,706 | 6-10 | 101-250 |
| RegentAtlantic Capital, LLC | Chatham | 973-635-7070 | www.regentatlantic.com | $1,546 | 924 | 11-50 | > 500 |
| Massey, Quick & Co., LLC | Morristown | 973-525-1000 | www.masseyquick.com | $877 | 55 | 1-5 | 26-100 |
| Affiliated Private Investors, LLC | Far Hills | 908-781-0900 | $700 | 81 | 1-5 | 11-25 | |
| Round Table Services, LLC | Westfield | 908-789-7310 | www.roundtableservices.com | $666 | 349 | 1-5 | 26-100 |
| American Economic Planning Group Inc. | Watchung | 908-757-5600 | www.aepg.com | $583 | 1,841 | 6-10 | 251-500 |
| NEW YORK | |||||||
| Silvercrest Asset Management Group, LLC | New York | 212-649-0600 | www.silvercrestgroup.com | $7,305 | 1,995 | 11-50 | > 500 |
| Tag Associates, LLC | New York | 212-275-1500 | www.tagassoc.com | $5,072 | 945 | 11-50 | 101-250 |
| Sontag Advisory, LLC | New York | 212-973-1200 | www.sontagadvisory.com | $4,195 | 6,606 | 6-10 | > 500 |
| KLS Professional Advisors Group, LLC | New York | 212-355-0346 | www.klsadvisors.com | $3,419 | 4,885 | 6-10 | > 500 |
| BBR Partners, LLC | New York | 212-313-9870 | www.bbrpartners.com | $3,342 | 491 | 6-10 | 251-500 |
| Geller Family Office Services, LLC | New York | 212-583-6000 | www.gellerco.com | $3,266 | 291 | 6-10 | 26-100 |
| Inverness Counsel Inc. | New York | 212-207-2100 | www.invernesscounsel.com | $2,844 | 1,252 | 11-50 | > 500 |
| Clarfeld Financial Advisors Inc. | Tarrytown | 914-846-0100 | www.clarfeld.com | $2,830 | 2,150 | 11-50 | 251-500 |
| Joel Isaacson & Co., Inc. | New York | 212-302-6300 | www.joelisaacson.com | $1,373 | 2,417 | 11-50 | > 500 |
| Palisades Hudson Asset Management, L.P. | Scarsdale | 914-723-5000 | www.palisadeshudson.com | $1,278 | 65 | 6-10 | 26-100 |
| RCL Advisors, LLC | New York | 212-452-5900 | www.rcladvisors.com | $1,100 | 552 | 1-5 | 26-100 |
| Cobblestone Capital Advisors, LLC | Rochester | 585-473-3333 | www.cobblestonecap.com | $857 | 960 | 6-10 | 251-500 |
| The Portfolio Strategy Group, Inc. | White Plains | 914-328-6660 | $850 | 200 | 1-5 | 101-250 | |
| Milbank Winthrop & Co. | New York | 212-980-2500 | www.milbankwinthrop.com | $764 | 195 | 1-5 | 101-250 |
| Alesco Advisors, LLC | Pittsford | 585-586-0970 | www.alescoadvisors.com | $697 | 503 | 6-10 | 101-250 |
| OHIO | |||||||
| Budros, Ruhlin & Roe, Inc. | Columbus | 614-481-6900 | www.b-r-r.com | $1,143 | 3,968 | 11-50 | 251-500 |
| Fairport Asset Management | Cleveland | 216-431-3000 | www.fairportasset.com | $1,054 | 1,118 | 11-50 | > 500 |
| Riverpoint Capital Management, Inc. | Cincinnati | 513-421-3100 | www.riverpointcm.com | $867 | 857 | 6-10 | 251-500 |
| Hamilton Capital Management Inc. | Columbus | 614-273-1000 | www.hamiltoncapital.com | $676 | 2,678 | 11-50 | > 500 |
| Truepoint, Inc. | Cincinnati | 513-792-6648 | www.truepointcapital.com | $667 | 1,555 | 6-10 | 251-500 |
| John E. Sestina And Company | Columbus | 614.326.3077 | www.sestina.com | $579 | 1,497 | 6-10 | 251-500 |
| PENNSYLVANIA | |||||||
| Veritable LP | Newtown Square | 610-640-9551 | www.veritablelp.com | $8,442 | 1,558 | 11-50 | > 500 |
| Greycourt & Co., Inc. | Pittsburgh | 412-361-0100 | www.greycourt.com | $3,649 | 59 | 11-50 | 26-100 |
| MyCIO Wealth Partners, LLC | Philadelphia | 267-295-2280 | www.myciowp.com | $2,426 | 1,277 | 11-50 | 251-500 |
| Ballamor Capital Management, Inc. | Radnor | 484-598-2500 | www.ballamorcapital.com | $2,044 | 83 | 1-5 | 26-100 |
| Wescott Financial Advisory Group, LLC | Philadelphia | 215-979-1600 | www.wescott.com | $1,181 | 254 | 11-50 | 251-500 |
| McCabe Capital Managers, Ltd. | King Of Prussia | 610-277-8890 | www.mccabecapital.com | $1,034 | 116 | 1-5 | 101-250 |
| Molewski Financial Partners | Bethlehem | 610-865-2600 | www.molewskifinancial.com | $1,028 | 484 | 6-10 | 26-100 |
| HBK Sorce Advisory, LLC | Erie | 814-836-5776 | www.hbksorce.com | $950 | 4,013 | 11-50 | > 500 |
| Miller Investment Management, L.P. | West Conshohocken | 610-834-9820 | $886 | 106 | 1-5 | 26-100 | |
| JFS Wealth Advisors, LLC | Hermitage | 724-962-3200 | www.jfswa.com | $835 | 2,150 | 6-10 | > 500 |
| Mill Creek Capital Advisors, LLC | Conshohocken | 610-941-7700 | www.millcreekcap.com | $798 | 612 | 1-5 | n/a |
| Sage Financial Group Inc. | West Conshohocken | 484-342-4400 | www.sagefinancial.com | $795 | 2,200 | 11-50 | 251-500 |
| Prudent Management Associates | Philadelphia | 215-994-1062 | www.prudentmanagement.com | $780 | 715 | 1-5 | 251-500 |
| McQueen Ball & Associates Inc. | Bethlehem | 610-954-0400 | www.mcqueenball.com | $772 | 1,220 | 6-10 | 251-500 |
| Hillview Capital Advisors, LLC | Radnor | 484-708-4720 | www.hillviewcap.com | $757 | 80 | 1-5 | 26-100 |
| Gibson Capital Management Ltd | Wexford | 724-934-3200 | www.gibsoncapital.com | $707 | 413 | 1-5 | 26-100 |
| Guyasuta Investment Advisors, Inc. | Pittsburgh | 412-765-3330 | www.guyasuta.com | $682 | 181 | 6-10 | 101-250 |
| Conservest Capital Advisors Inc. | Wynnewood | 610-642-9588 | $664 | 147 | 6-10 | 101-250 | |
| Radnor Financial Advisors, Inc. | Wayne | 610-975-0280 | www.radnorfinancial.com | $657 | 724 | 6-10 | 101-250 |
| Abacus Wealth Partners | Philadelphia | 215-656-4280 | www.abacuswealth.com | $655 | 1,220 | 6-10 | 101-250 |
| TEXAS | |||||||
| Tolleson Private Wealth Management | Dallas | 214-252-3263 | www.tollesonwealth.com | $1,963 | 1,339 | 11-50 | 26-100 |
| Lee Financial | Dallas | 972-960-1001 | www.leefincorp.com | $1,646 | 1,610 | 11-50 | 251-500 |
| Paul Comstock Partners | Houston | 713-977-2694 | www.paulcomstockpartners.com | $1,638 | 121 | 6-10 | 101-250 |
| Robertson, Griege & Thoele | Dallas | 214-360-7000 | www.rgtnet.com | $1,150 | 245 | 6-10 | 101-250 |
| WFG Advisors, LP | Dallas | 972-661-8700 | www.wmfingrp.com | $927 | 1,155 | 11-50 | > 500 |
| Southern Wealth Investment Advisors, LLC | Dallas | 972-661-4600 | www.southernwealth.com | $681 | 262 | 6-10 | 26-100 |
| Diesslin & Associates Inc. | Fort Worth | 817-332-6122 | www.diesslin.com | $584 | 1,745 | 6-10 | 251-500 |
| VIRGINIA | |||||||
| WTAS, LLC | Mclean | 571-382-0020 | www.wtas.com | $3,276 | 189 | 11-50 | 101-250 |
| Edelman Financial Services, LLC | Fairfax | 703-818-0800 | www.ricedelman.com | $1,801 | 8,329 | 11-50 | > 500 |
| Mason Investment Advisory Services Inc. | Reston | 703-716-6000 | www.masoncompanies.com | $1,643 | 463 | 11-50 | > 500 |
| Signature Financial Management Inc. | Norfolk | 757-625-7670 | www.sigfin.com | $929 | 286 | 6-10 | 26-100 |
| Capital Advisory Group | Richmond | 804-648-3500 | www.thecapgroup.com | $890 | 309 | 6-10 | 101-250 |
| Cassaday & Co Inc. | Mclean | 703-506-8200 | www.cassaday.com | $733 | 1,981 | 11-50 | > 500 |
| West Financial Services, Inc. | Mclean | 703-847-2500 | www.westfinancial.com | $678 | 457 | 11-50 | 251-500 |
| WealthTrust - Kanawha Capital | Richmond | 804-359-3900 | www.kanawha-capital.com | $646 | 727 | 6-10 | 251-500 |
| WASHINGTON | |||||||
| Cornerstone Advisors Inc. | Bellevue | 425-646-7600 | www.buildbeyond.com | $2,054 | 1,857 | 11-50 | 251-500 |
| Pacific Portfolio Consulting, LLC | Seattle | 206-623-6641 | www.pacific-portfolio.com | $1,096 | 256 | 6-10 | 251-500 |
| Freestone Capital Management Inc. | Seattle | 206-398-1100 | www.freestonecapital.com | $1,854 | 834 | 6-10 | > 500 |
| Kibble & Prentice Holding Company | Seattle | 206-441-6300 | www.kpcom.com | $1,649 | 416 | 11-50 | 251-500 |
| Threshold Group, LLC | Gig Harbor | 253-851-4300 | www.thresholdgroup.com | $1,564 | 155 | 11-50 | 26-100 |
| Laird Norton Tyee Asset Strategies, LLC | Seattle | 206-464-5100 | www.lntyee.com | $1,551 | 1,227 | 11-50 | 101-250 |
| Merriman Berkman Next, Inc. | Seattle | 206-285-8877 | www.merrimancapital.com | $1,507 | 5,500 | 11-50 | > 500 |
| Brighton Jones, LLC | Seattle | 206-329-5546 | www.brightonjones.com | $1,200 | 300 | 11-50 | 251-500 |
| Coldstream Capital Management Inc. | Bellevue | 425-283-1600 | www.coldstream.com | $1,086 | 600 | 11-50 | > 500 |
| Moss Adams Wealth Advisors, LLC | Seattle | 206-302-6717 | www.mossadamswealthadvisors.com | $1,016 | 2,554 | 11-50 | > 500 |
| Strategic Capital Group, LLC | Gig Harbor | 253-853-4900 | www.scg-llc.com | $591 | 1,335 | 6-10 | 101-250 |
| Source: www.RIADatabase.com | |||||||
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