[AMERICA'S TOP RIAS][AMERICA'S TOP RIAS]
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
March 1, 2008
| 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 | |||||||
