[WHERE THE MONEY LIVES][WHERE THE MONEY LIVES]

(Bold Indicates Top 100 RIA)

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