2020 TOTAL ASSETS RANK |
FIRM NAME |
LOCATION |
YEAR END 2020 ASSETS ($ MM )* |
% GROWTH IN ASSETS 2019-2020 |
ASSETS PER CLIENT ($ MM )** |
% GROWTH IN ASSETS PER CLIENT |
% CHANGE IN NO . OF CLIENTS |
ASSET CATEGORY : $ 1 BILLION AND OVER | |||||||
1 |
CAPTRUST |
Raleigh , N . C . |
450,010.40 |
15.64 % |
$ 31.40 |
-25.14% |
54.48 % |
2 |
Edelman Financial Engines |
Boston , Mass . |
260,100.00 |
13.58 % |
$ 0.20 |
10.06 % |
3.20 % |
3 |
First Republic Investment Management |
San Francisco , Calif . |
106,485.11 |
22.00 % |
$ 5.25 |
2.76 % |
18.72 % |
4 |
Global Retirement Partners |
San Rafael , Calif . |
77,817.09 |
20.03 % |
$ 14.74 |
6.75 % |
12.44 % |
5 |
Creative Planning |
Overland Park , Kan . |
69,482.47 |
45.00 % |
$ 1.70 |
8.21 % |
33.99 % |
6 |
Fort Washington Investment Advisors |
Cincinnati , Ohio |
69,352.58 |
17.13 % |
$ 138.71 |
11.28 % |
5.26 % |
7 |
CIBC Private Wealth , US |
Atlanta , Ga . |
45,888.99 |
69.51 % |
$ 5.55 |
61.72 % |
4.82 % |
8 |
Mariner Wealth Advisors |
Overland Park , Kan . |
34,961.18 |
18.78 % |
$ 1.53 |
10.92 % |
7.08 % |
9 |
Fiducient Advisors |
Chicago , Ill . |
28,304.26 |
48.04 % |
$ 47.81 |
11.28 % |
33.03 % |
10 |
Silvercrest Asset Management Group |
New York , N . Y . |
27,818.59 |
10.96 % |
$ 34.13 |
7.56 % |
3.16 % |
11 |
Moneta |
St . Louis , Mo . |
27,417.70 |
15.52 % |
$ 5.04 |
6.27 % |
8.71 % |
12 |
Advanced Capital Group |
Minneapolis , Minn . |
26,614.69 |
13.54 % |
$ 89.31 |
8.97 % |
4.20 % |
13 |
Wealth Enhancement Group |
Plymouth , Minn . |
24,264.06 |
75.55 % |
$ 1.03 |
25.51 % |
39.87 % |
14 |
Segall Bryant & Hamill |
Chicago , Ill . |
22,890.77 |
16.43 % |
$ 9.08 |
8.21 % |
7.60 % |
15 |
BBR Partners |
New York , N . Y . |
20,707.90 |
15.77 % |
$ 128.62 |
7.14 % |
8.05 % |
16 |
Mercer Global Advisors |
Denver , Colo . |
19,869.91 |
25.37 % |
$ 1.17 |
-11.53% |
41.70 % |
17 |
Pathstone |
Boston , Mass . |
19,577.07 |
90.97 % |
$ 19.58 |
-42.90% |
234.45 % |
18 |
Buckingham Strategic Wealth |
Clayton , Mo . |
18,960.00 |
22.14 % |
$ 1.94 |
8.90 % |
12.16 % |
19 |
Tiedemann Advisors |
New York , N . Y . |
18,415.00 |
6.33 % |
$ 48.21 |
17.74 % |
-9.69% |
20 |
1919 Investment Counsel |
New York , N . Y . |
17,554.38 |
16.12 % |
$ 8.02 |
-24.18% |
53.15 % |
21 |
Bahl & Gaynor Investment Counsel |
Cincinnati , Ohio |
16,408.94 |
5.78 % |
$ 21.91 |
1.96 % |
3.74 % |
22 |
Plante Moran Financial Advisors |
Southfield , Mich . |
16,319.54 |
-5.53% |
$ 5.56 |
-6.78% |
1.35 % |
23 |
Johnson Investment Counsel |
Cincinnati , Ohio |
15,525.43 |
18.35 % |
$ 3.52 |
0.32 % |
17.98 % |
24 |
Carson Wealth |
Omaha , Neb . |
15,210.61 |
21.28 % |
$ 2.81 |
-23.05% |
57.62 % |
25 |
Newport Capital Group |
Red Bank , N . J . |
14,995.73 |
11.52 % |
$ 73.15 |
-1.53% |
13.26 % |
26 |
Boston Private Wealth |
Boston , Mass . |
14,427.65 |
8.35 % |
$ 4.52 |
6.24 % |
1.98 % |
27 |
Aspiriant |
Los Angeles , Calif . |
13,781.81 |
-0.88% |
$ 7.93 |
-4.42% |
3.70 % |
28 |
Signature Estate & Investment Advisors |
Los Angeles , Calif . |
13,632.02 |
65.52 % |
$ 1.45 |
46.38 % |
13.08 % |
29 |
The Colony Group |
Boston , Mass . |
13,054.04 |
13.01 % |
$ 3.35 |
9.22 % |
3.47 % |
30 |
LeafHouse Financial |
Austin , Texas |
12,902.45 |
34.70 % |
$ 6.77 |
9.89 % |
22.57 % |
31 |
Wealthspire Advisors |
New York , N . Y . |
12,715.45 |
19.52 % |
$ 2.80 |
-11.55% |
35.13 % |
32 |
AE Wealth Management |
Topeka , Kan . |
12,637.10 |
47.22 % |
$ 0.24 |
19.22 % |
23.49 % |
33 |
Beacon Pointe Advisors |
Newport Beach , Calif . |
12,441.99 |
25.05 % |
$ 2.11 |
-7.80% |
35.63 % |
34 |
Cresset |
Chicago , Ill . |
11,677.08 |
93.13 % |
$ 12.29 |
-8.11% |
110.18 % |
35 |
EP Wealth Advisors |
Torrance , Calif . |
10,751.30 |
55.14 % |
$ 1.30 |
2.80 % |
50.91 % |
36 |
Eaton Vance WaterOak Advisors |
Boston , Mass . |
10,364.19 |
33.86 % |
$ 6.61 |
-24.49% |
77.29 % |
37 |
WE Family Offices |
Miami , Fla . |
10,200.64 |
19.48 % |
$ 118.61 |
8.37 % |
10.26 % |
38 |
Evercore Wealth Management |
New York , N . Y . |
10,166.56 |
10.54 % |
$ 14.97 |
-0.85% |
11.49 % |
39 |
Allworth Financial |
Sacramento , Calif . |
10,118.71 |
24.99 % |
$ 0.77 |
6.94 % |
16.88 % |
40 |
myCIO Wealth Partners |
Philadelphia , Pa . |
9,913.02 |
11.97 % |
$ 12.10 |
3.36 % |
8.33 % |
41 |
Mason Investment Advisory Services |
Reston , Va . |
9,527.64 |
14.37 % |
$ 13.11 |
10.12 % |
3.86 % |
42 |
MAI Capital Management |
Cleveland , Ohio |
9,248.84 |
29.06 % |
$ 3.56 |
-23.96% |
69.72 % |
43 |
Savant Wealth Management |
Rockford , Ill . |
8,954.58 |
33.89 % |
$ 1.39 |
9.06 % |
22.77 % |
44 |
Homrich Berg |
Atlanta , Ga . |
8,929.22 |
27.83 % |
$ 4.15 |
18.91 % |
7.50 % |
45 |
Ballentine Partners |
Waltham , Mass . |
8,673.38 |
9.40 % |
$ 36.29 |
5.74 % |
3.46 % |
46 |
TAG Associates |
New York , N . Y . |
8,641.47 |
3.50 % |
$ 78.56 |
3.50 % |
0.00 % |
47 |
Brighton Jones |
Seattle , Wash . |
8,443.26 |
24.17 % |
$ 3.99 |
6.09 % |
17.04 % |
48 |
RMB Capital |
Chicago , Ill . |
8,438.73 |
-2.61% |
$ 4.46 |
-7.44% |
5.22 % |
49 |
GW & Wade |
Wellesley , Mass . |
8,291.84 |
23.75 % |
$ 2.65 |
-1.69% |
25.88 % |
50 |
Mill Creek Capital Advisors |
Conshohocken , Pa . |
8,050.91 |
19.64 % |
$ 23.07 |
13.13 % |
5.76 % |
* Discretionary and nondiscretionary AUM reported on Form ADV . ** Average assets per client relationship . † Transitioned to an independent RIA in 2020 . | |||||||
july / august 2021 | financial advisor magazine | 39 | |||||||