The Top 25 High-Net-Worth Advisors in 2016

Jan 04, 2016

Methodology: WealthManagement’s Top 25 High-Net-Worth Advisors ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management. To land on the list, high-net-worth clients had to account for 76 percent or more of the firm’s business. Firms also had to have a focus on financial and retirement planning; institutional clients do not make up a substantial portion of their businesses. Finally, none of these firms are owned by a bank, broker/dealer or investment company.

Rank	Name	Location	Employees Who Give Advice	Total Accounts	Discretionary AUM
1	Oxford Financial Group	Carmel, Ind.	30	7,069	$2.2 billion
2	Shepherd Kaplan LLC	Boston	24	2,287	$2.1 billion
3	Brownson, Rehmus & Foxworth	Chicago	48	536	$0
4	Convergent Wealth Advisors LLC	Potomac, Md.	42	3,499	$5.8 billion
5	Athena Capital Advisors LLC	Lincoln, Mass.	29	460	$5.1 billion
6	Ballentine Partners LLC	Waltham, Mass.	48	2,866	$2.3 billion
7	The Colony Group LLC	Boston	65	6,585	$3.8 billion
8	Halbert Hargrove	Long Beach, Calif.	27	3,258	$2.2 billion
9	Seven Post Investment Office LP	San Francisco	11	332	$3.6 billion
10	Homrich Berg	Atlanta	48	5,384	$3.5 billion
11	Wetherby Asset Management	San Francisco	35	2,881	$3.6 billion
12	RGT Wealth Advisors	Dallas	34	7,038	$3.1 billion
13	Signature Estate & Investment Advisors (SEIA)	Los Angeles	25	7,853	$507.8 million
14	Evanson Asset Management LLC	Carmel, Calif.	4	4,306	$3.5 billion
15	Bartlett & Co. LLC	Cincinnati	17	2,828	$3.4 billion
16	Signature Family Wealth Advisors	Norfolk, Va.	21	987	$3.3 billion
17	RegentAtlantic	Morristown, N.J.	23	1,522	$3.1 billion
18	R. M. Davis Inc.	Portland, Maine	20	4,090	$3.1 billion
19	Threshold Group LLC	Gig Harbor, Wash.	25	1,844	$946.8 million
20	Carson Wealth Management Group	Omaha, Neb.	67	12,062	$2.8 billion
21	Plancorp LLC	St. Louis	34	4,845	$2.9 billion
22	Joel Isaacson & Co. LLC	New York	17	3,316	$1.7 billion
23	Atherton Lane Advisers LLC	Menlo Park, Calif.	26	702	$2.7 billion
24	Matter Family Office	Clayton, Mo.	18	187	$0
25	WMS Partners LLC	Towson, Md.	17	401	$2.0 billion

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