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

51

Arnerich Massena

Portland , Ore .

7,892.10

9.96 %

$ 23.77

4.33 %

5.40 %

52

Lido Advisors

Los Angeles , Calif .

7,692.39

42.36 %

$ 2.73

2.88 %

38.37 %

53

CV Advisors

Aventura , Fla .

7,660.77

12.48 %

$ 90.13

4.54 %

7.59 %

54

Freestone Capital Management

Seattle , Wash .

7,223.48

33.72 %

$ 3.46

19.64 %

11.76 %

55

Bartlett Wealth Management

Cincinnati , Ohio

7,189.17

10.51 %

$ 3.74

15.97 %

-4.71%

56

Brookstone Capital Management

Wheaton , Ill .

7,015.84

137.83 %

$ 0.21

22.41 %

94.29 %

57

RSM US Wealth Management

Minneapolis , Minn .

7,011.27

13.01 %

$ 1.87

11.57 %

1.30 %

58

Tolleson Private Wealth Management

Dallas , Texas

6,878.35

3.75 %

$ 38.64

2.58 %

1.14 %

59

Douglas C . Lane & Associates

New York , N . Y .

6,877.25

9.16 %

$ 5.66

9.16 %

0.00 %

60

Wetherby Asset Management

San Francisco , Calif .

6,572.33

15.23 %

$ 11.35

9.86 %

4.89 %

61

Monroe Vos Consulting

Houston , Texas

6,541.48

16.26 %

$ 62.30

9.61 %

6.06 %

62

Adviser Investments

Newton , Mass .

6,541.32

12.08 %

$ 1.73

12.85 %

-0.68%

63

Valeo Financial Advisors

Carmel , Ind .

6,391.63

29.85 %

$ 3.55

15.42 %

12.50 %

64

Ropes Wealth Advisors

Boston , Mass .

6,331.32

26.28 %

$ 5.48

33.27 %

-5.25%

65

Welch & Forbes

Boston , Mass .

6,264.29

12.06 %

$ 7.68

8.49 %

3.29 %

66

Conrad Siegel Investment Advisors

Harrisburg , Pa .

6,170.05

6.31 %

$ 19.90

9.74 %

-3.13%

67

Brownson , Rehmus & Foxworth

Chicago , Ill .

6,024.77

8.15 %

$ 14.04

12.69 %

-4.03%

68

Altair Advisers

Chicago , Ill .

6,024.31

18.18 %

$ 17.98

9.72 %

7.72 %

69

Heck Capital Advisors

Rhinelander , Wis .

5,953.45

4.27 %

$ 5.79

-1.10%

5.43 %

70

Northside Capital Management

Hood River , Ore .

5,843.78

23.45 %

$ 177.08

12.22 %

10.00 %

71

Gofen and Glossberg

Chicago , Ill .

5,555.83

11.83 %

$ 5.67

8.52 %

3.05 %

72

Sequoia Financial Group

Akron , Ohio

5,547.44

20.13 %

$ 1.49

11.03 %

8.19 %

73

Joel Isaacson & Co .

New York , N . Y .

5,515.35

15.07 %

$ 4.81

17.87 %

-2.38%

74

Dowling & Yahnke

San Diego , Calif .

5,480.15

15.85 %

$ 4.09

10.05 %

5.27 %

75

The Mather Group

Chicago , Ill .

5,424.41

35.99 %

$ 2.51

-8.06%

47.91 %

76

BDF

Itasca , Ill .

5,366.48

16.79 %

$ 3.74

10.19 %

5.99 %

77

Forum Financial Management

Lombard , Ill .

5,365.78

17.98 %

$ 1.34

12.82 %

4.58 %

78

Arlington Partners

Birmingham , Ala .

5,314.49

-1.98%

$ 38.23

-13.97%

13.93 %

79

Greenspring Advisors

Towson , Md .

5,248.23

11.92 %

$ 8.99

-6.28%

19.43 %

80

RegentAtlantic

Morristown , N . J .

5,156.33

5.21 %

$ 3.02

1.70 %

3.46 %

81

Plancorp

St . Louis , Mo .

5,067.86

11.62 %

$ 3.72

6.95 %

4.37 %

82

HBKS Wealth Advisors

Erie , Pa .

5,053.26

35.88 %

$ 0.91

31.65 %

3.21 %

83

B | O | S

San Francisco , Calif .

5,023.10

8.55 %

$ 5.59

11.93 %

-3.02%

84

Clarfeld Financial Advisors

Tarrytown , N . Y .

5,018.04

19.95 %

$ 6.10

1.13 %

18.61 %

85

Modera Wealth Management

Westwood , N . J .

4,957.47

80.52 %

$ 2.60

32.67 %

36.07 %

86

Bradley , Foster & Sargent

Hartford , Conn .

4,879.42

15.13 %

$ 3.20

10.45 %

4.23 %

87

RGT Wealth Advisors

Dallas , Texas

4,860.32

12.11 %

$ 7.75

2.99 %

8.85 %

88

The Caprock Group

Boise , Idaho

4,738.61

30.36 %

$ 31.59

14.72 %

13.64 %

89

GYL Financial Synergies

West Hartford , Conn .

4,733.25

11.05 %

$ 3.51

10.48 %

0.52 %

90

Geller Advisors

New York , N . Y .

4,607.00

29.39 %

$ 38.71

4.38 %

23.96 %

91

TCG Advisory Services

Austin , Texas

4,601.95

-27.36%

$ 2.08

-41.64%

24.46 %

92

Avantax Planning Partners

Dubuque , Iowa

4,592.46

12.91 %

$ 1.03

12.10 %

0.72 %

93

Finaccess Advisors

Miami , Fla .

4,591.32

-2.55%

$ 45.91

-18.14%

19.05 %

94

Brightworth

Atlanta , Ga .

4,585.31

13.66 %

$ 2.91

7.02 %

6.20 %

95

SignatureFD

Atlanta , Ga .

4,578.00

17.05 %

$ 3.29

6.95 %

9.44 %

96

Retirement Planners of America

Plano , Texas

4,472.59

-8.51%

$ 0.52

-5.40%

-3.29%

97

Bailard

Foster City , Calif .

4,419.85

12.76 %

$ 5.46

8.31 %

4.11 %

98

Pension Consultants

Springfield , Mo .

4,383.80

15.09 %

$ 38.45

14.08 %

0.88 %

99

WMS Partners

Towson , Md .

4,368.46

10.40 %

$ 10.25

-5.93%

17.36 %

100

Edge Capital Group

Atlanta , Ga .

4,322.97

6.21 %

$ 16.13

2.25 %

3.88 %

101

Coldstream Wealth Management

Bellevue , Wash .

4,322.47

10.10 %

$ 2.85

0.67 %

9.37 %

* Discretionary and nondiscretionary AUM reported on Form ADV . ** Average assets per client relationship . † Transitioned to an independent RIA in 2020 .

40 | financial advisor magazine | JUlY / aUgUst 2021

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