America’s Top 100 RIAs

FirmCityWebsiteAUM (mil) 5/31/082006 AUM (mil)Difference (mil)Percent ChangeTotal Accounts InvestmentNumber of AdvisorsNumber of Clients1. Veritable LPNewtown Square, Pa.www.veritablelp.com$9,410$7,284$2,12629%1,90611-50more than 5002. Silvercrest Asset ManagementNew Yorkwww.silvercrestgroup.com$8,688$5,471$3,21759%2,31311-50more Group than 5003. Moneta Group Investment AdvisorsClayton, Mo.www.monetagroup.com$7,932$4,921$3,01161%17,33311-50more than 5004. Oxford Financial GroupCarmel, Ind.www.ofgltd.com$7,837$7,567$2704%3,40311-50more than 5005. Rockefeller & CompanyNew Yorkwww.rockco.com$7,681$5,740$1,94134%1,76411-50251-5006. Geller Family Office ServicesNew Yorkwww.gellerco.com$6,611$888$5,723644%3576-1026-1007. Convergent Wealth AdvisorsRockville, Md.www.convergentwealth.com$6,219N/AN/AN/A5,00651-250more than 5008. Ronald Blue & CompanyAtlantawww.ronblue.com$5,420$3,913$1,50739%10,01751-250more than 5009. Plante Moran Financial AdvisorsSouthfield, Mich.www.pmfa.com$5,365$4,000$1,36534%1,33211-50more than 50010. Sontag AdvisoryNew Yorkwww.sontagadvisory.com$5,284$3,448$1,83653%7,8666-10more than 50011. Loring, Wolcott & CoolidgeBostonwww.lwcotrust.com$5,279$4,734$54512%2,58911-50more than 50012. AspiriantSan Franciscowww.quintile.com$5,074$1,431$3,643255%2,49311-50251-50013. Offit CapitalNew Yorkwww.offitcapital.com$5,065N/AN/AN/A5011-5026-10014. Federal Street AdvisorsBostonwww.federalstreet.com$4,950$4,091$85921%1,61711-5026-10015. SCS Capital ManagementBostonwww.scsfinancial.com$4,701$3,536$1,16533%8211-5026-10016. MyCIO Wealth PartnersPhiladelphiawww.myciowp.com$4,511$2,046$2,465120%2,36711-50251-50017. MBO Cleary AdvisorsMilwaukeewww.mbocleary.com$4,478$3,012$1,46649%836-1026-10018. Beacon Pointe AdvisorsNewport Beach, Calif.www.bpadvisor.com$4,181$4,118$632%28611-50251-50019. Fiduciary CounsellingSt. Paulhttp://www.fidcouns.net/$4,174$3,451$72321%1,09311-50more than 50020. Wainwright Investment CounselBostonwww.winvcounsel.com$4,024$3,780$2446%14811-50101-25021. Welch & ForbesBostonwww.welchforbes.com$3,870$4,007-$137-3%2,27411-50more than 50022. KLS Professional Advisors GroupNew Yorkwww.klsadvisors.com$3,862$2,917$94532%5,5896-10more than 50023. Presidio Wealth ManagementSan Franciscowww.presidiofp.com$3,813$444$3,369759%14211-50101-25024. Baker Street AdvisorsSan Franciscowww.bakerstreetadvisors.com$3,758$2,041$1,71784%9386-1026-10025. Greycourt & CompanyPittsburghwww.greycourt.com$3,731$2,926$80528%6311-5026-10026. Edelman Financial ServicesFairfax, Va.www.edelmanfinancial.com$3,700$372$3,328895%28,43111-50more than 50027. Bel Air Investment AdvisorsLos Angeleswww.belair-llc.com$3,685$3,212$47315%2,32711-50251-50028. Calibre Advisory ServicesWaltham, Mass.www.calibre.com$3,628$2,671$95736%2,43811-50101-25029. Mercer AdvisorsScottsdalewww.merceradvisors.com$3,524$2,775$74927%15,85851-250more than 50030. BC AdvisorsMt. Laurel, N.J.www.theberingergroup.com$3,441N/AN/AN/A11126-1006-1031. Avalon AdvisorsHoustonwww.avalonadvisors.com$3,280$2,186$1,09450%1,26311-50101-25032. Shepherd KaplanBostonwww.sk-llc.com$3,237$1,038$2,199212%8766-10101-25033. RSM McgladreyMinneapoliswww.rsmmcgladrey.com$3,228$2,243$98544%7,41651-250more than 50034. Clarfeld Financial AdvisorsTarrytown, N.Y.www.clarfeld.com$3,110$2,225$88540%2,17011-50251-50035. The Quantitative GroupSan Antoniowww.quantgroup.com$2,993$3,745-$752-20%1176-10101-25036. Choate Investment AdvisorsBostonwww.choate.com$2,915$2,369$54623%1,7456-10251-50037. Strategic Capital AllocationBostonwww.scagrp.com$2,836$2,419$41717%106-101-1038. Gresham PartnersChicagowww.greshampartners.com$2,780$1,980$80040%3,54911-5026-10039. Altair Advisers, LlcChicagowww.altairadvisers.com$2,780$2,058$72235%18611-50101-25040. GW & WadeWellesley, Mass.www.gwwade.com$2,729$1,663$1,06664%5,38211-50more than 50041. Athena Capital AdvisorsLincoln, Mass.www.athenacapital.com$2,710$2,277$43319%12611-5026-10042. Wetherby Asset ManagementSan Franciscowww.wetherby.com$2,685$1,460$1,22584%2,91111-50more than 50043. Stolper & CompanySan Diegowww.stolperco.com$2,547$2,347$2009%3471-5251-50044. Ballamor CapitalRadnor, Pa.www.ballamorcapital.com$2,544$1,843$70138%1056-10101-25045. Inverness Counsel IncNew Yorkwww.invernesscounsel.com$2,514$2,395$1195%1,20211-50more than 50046. R. M. DavisPortlandwww.rmdavis.com$2,334$1,636$69843%2,98511-50more than 50047. Schultz Collins Lawson ChambersSan Franciscowww.schultzcollins.com$2,225$1,463$76252%1976-10101-25048. Hewins Financial AdvisorsFoster City, Calif.www.hewinsfinancial.com$2,224$1,308$91670%2,9996-10101-25049. Tolleson Private Wealth ManagementDallaswww.tollesonwealth.com$2,221$1,591$63040%1,57711-5026-10050. Cornerstone AdvisorsBethlehem, Pa.www.cornerstone-companies.com$2,169$1,174$99585%51711-50101-25051. First American TrustSanta Ana, Calif.www.firstamtrust.com$2,161$1,563$59838%1,62811-50more than 50052. Advanced Capital GroupMinneapoliswww.acgbiz.com$2,131$884$1,247141%1151-526-10053. Kibble & PrenticeSeattlewww.kpcom.com$2,127$1,411$71651%47911-50251-50054. Bingham, Osborn & ScarboroughSan Franciscowww.bosinvest.com$2,100$1,450$65045%2,92111-50more than 50055. Robert Harrell IncorporatedAustinwww.harrell.com$2,079$2,218-$139-6%351-526-10056. Clifford Swan Investment CounselPasadena, Texaswww.cliffordswan.com$2,076$908$1,168129%2,32711-50more than 50057. Cornerstone AdvisorsBellevue, Wash.www.buildbeyond.com$2,006$1,651$35522%1,67011-50251-50058. Homrich & Berg IncAtlantawww.homrich-berg.com$1,984$1,307$67752%2,47411-50251-50059. Ballentine Finn & CompanyWolfeboro, N.H.www.ballentine-finn.com$1,955$694$1,261182%1,22011-50101-25060. Prairie CapitalKansas City, Mo.www.prairiecapital.com$1,934$1,052$88284%1,0636-10101-25061. Linscomb & WilliamsHoustonwww.linscomb-williams.com$1,925$1,388$53739%1,58511-50more than 50062. Freestone CapitalSeattlewww.freestonecapital.com$1,909$1,693$21613%8146-10more than 50063. Reinhart PartnersMequon, Wis.www.reinhart-partnersinc$1,908$1,419$48934%1,00011-50more than 50064. Seaward ManagementBostonwww.seawardmgmt.com.com$1,885$2,139-$254-12%8866-10251-50065. Atherton Lane AdvisersMenlo Parkathertonlane.com$1,840$1,046$79476%48911-50251-50066. RegentAtlantic CapitalChathamwww.regentatlantic.com$1,839$1,169$67057%1,04211-50more than 50067. Laird Norton Tyee Asset StrategiesSeattlewww.lntyee.com$1,832$1,294$53842%1,29511-50251-50068. Evanson Asset ManagementCarmel, Calif.www.evansonasset.com$1,786$932$85492%2,2351-5251-50069. Guggenheim Investment AdvisorsNew Yorkwww.guggenheimpartners.com$1,763$1,018$74573%27911-50101-25070. Dimeo Schneider & AssociatesChicagowww.dimeoschneider.com$1,738$0$1,7380%1,13711-50251-50071. Carret Asset ManagementNew Yorkwww.carret.com$1,687$992$69570%89011-50more than 50072. Mason Investment Advisory ServicesReston, Va.www.masoncompanies.com$1,643$1,303$34026%46311-50more than 50073. Joel Isaacson & CompanyNew Yorkwww.joelisaacson.com$1,628$1,008$62062%2,67011-50more than 50074. The MDE GroupMorristown, Pa.www.mdegroup.com$1,585$1,307$27821%1866-10101-25075. Legend AdvisoryPalm Beach Gardens, Fla.www.legendgroup.com$1,579$1,151$42837%22,8046-10more than 50076. Paul Comstock PartnersHoustonwww.paulcomstockpartners.com$1,564$1,373$19114%1236-10101-25077. Manchester CapitalManchester, Va.www.mcmllc.com$1,550$968$58260%6476-10101-25078. Signature FinancialNorfolk, Va.www.sigfin.com$1,544$766$778102%1,1926-10101-25079. Savant Capital ManagementRockford, Ill.www.zeroalphagroup.com$1,515$909$60667%1,76711-50more than 50080. Hale And Dorr Wealth AdvisorsBostonwww.haledorrwealth.com$1,514$1,494$201%1,16311-50251-50081. Foundation Resource ManagementLittle Rockwww.foundationresourcemanagement.com$1,507$1,051$45643%1121-5101-25082. Brighton JonesSeattlewww.brightonjones.com$1,504$907$59766%36611-50251-50083. RMB Capital ManagementChicagowww.rmbcap.com$1,495$950$54557%5,63211-50more than 50084. Pacific Portfolio ConsultingSeattlewww.pacific-portfolio.com$1,490$920$57062%2786-10251-50085. Wescott Financial Advisory GroupPhiladelphiawww.wescott.com$1,488$949$53957%29311-50251-50086. Balasa Dinverno FoltzItasca Ill.www.bdfllc.com$1,488$1,008$48048%77611-50more than 50087. PlancorpSaint Louiswww.plancorp.com, www.zeroalphagroup.com$1,470$905$56562%2,55311-50251-50088. Lamco Advisory ServicesLake Mary, Fla.www.lamcogroup.com$1,466$1,070$39637%7526-10101-25089. Sweetwater InvestmentsRedmond, Wash.www.sweetwaterinv.com$1,462$105$1,3571292%2451-5101-25090. SEA / Lanigan Wealth ManagementThomasville, Ga.www.assetadvisor.com$1,461$781$68087%6436-10101-25091. Welch Hornsby & WelchMontgomerywww.welchhornsby.com$1,460$1,311$14911%3226-10251-50092. Halbert, Hargrove / RussellLong Beachwww.halberthargrove.com$1,407$927$48052%1,66611-50more than 50093. SEIALos Angeleswww.seiallc.com$1,400$878$52259%4,13511-50more than 50094. Budros, Ruhlin & RoeColumbuswww.b-r-r.com$1,370$870$50057%4,20911-50more than 50095. Rinet CompanyBostonwww.rinetco.com$1,359$1,129$23020%1,10111-50101-25096. Capital Investment CounselDenverwww.cicinvestments.com$1,356$816$54066%2,82711-50more than 50097. Family Management CorporationNew Yorkwww.familymanage.com$1,349$834$51562%1,49511-50251-50098. Solaris AdvisorsNew Yorkwww.solarisgroupllc.com$1,347$384$963251%276-1011-2599. Virchow Krause Wealth ManagementMadisonwww.virchowkrause.com$1,340$952$38841%2,24511-50more than 500100. Palisades HudsonScarsdale, N.Y.www.palisadeshudson.com$1,339$607$732121%7311-5026-100Source: www.riadatabase.com

Definitions & Methodology

Registered Rep. asked RIA Database, a leading provider of Web-based, searchable data for the financial services industry, to search through Forms ADV that registered investment advisors must file with Security and Exchange Commission. The “Top 100 Advisor Report” ranked registered investment advisors (RIAs) based on total assets under management as defined by the SEC, as of May 31, 2008. Firms were included based on the following criteria:

1. Greater than 50 percent of their assets must be from the retail marketplace.

2. They must provide financial planning services, portfolio management for individuals or conduct due diligence on third party advisors.

3. They must not be doing business as a broker/dealer, bank or insurance company.

4. The RIAs must not be investing in proprietary products.

Growth of total assets under management was calculated from total assets under management data as defined by the Security and Exchange Commission from December 31, 2006 to May 31, 2008.