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 |
306 |
SilverOak Wealth Management |
Edina , Minn . |
1,078.95 |
13.50 % |
$ 3.32 |
8.61 % |
4.50 % |
307 |
BT Wealth Management |
Atlanta , Ga . |
1,065.55 |
3.88 % |
$ 3.16 |
-3.52% |
7.67 % |
308 |
Azzad Asset Management |
Falls Church , Va . |
1,063.57 |
30.91 % |
$ 0.84 |
13.36 % |
15.48 % |
309 |
The Advisory Group of San Francisco |
San Francisco , Calif . |
1,061.67 |
29.69 % |
$ 6.64 |
32.93 % |
-2.44% |
310 |
Bitterroot Capital Advisors |
Bozeman , Mont . |
1,060.50 |
13.39 % |
$ 70.70 |
13.39 % |
0.00 % |
311 |
Intelligence Driven Advisers |
Carlsbad , Calif . |
1,060.38 |
19.83 % |
$ 1.06 |
5.76 % |
13.30 % |
312 |
Zuckerman Investment Group |
Chicago , Ill . |
1,048.35 |
10.76 % |
$ 3.49 |
10.76 % |
0.00 % |
313 |
Sather Financial Group |
Victoria , Texas |
1,048.18 |
25.83 % |
$ 2.47 |
10.73 % |
13.64 % |
314 |
Madison Wealth Management |
Cincinnati , Ohio |
1,040.84 |
15.88 % |
$ 2.12 |
12.81 % |
2.73 % |
315 |
Aveo Capital Partners |
Greenwood Village , Colo . |
1,027.75 |
55.72 % |
$ 0.93 |
40.74 % |
10.64 % |
316 |
Avitas Wealth Management |
Century City , Calif . |
1,025.42 |
20.06 % |
$ 4.77 |
10.57 % |
8.59 % |
317 |
Telos Capital Management |
San Diego , Calif . |
1,017.49 |
30.97 % |
$ 1.36 |
19.43 % |
9.66 % |
318 |
BigSur Partners |
Miami , Fla . |
1,014.27 |
0.66 % |
$ 50.71 |
-4.37% |
5.26 % |
319 |
Palisade Asset Management |
Minneapolis , Minn . |
1,014.06 |
8.89 % |
$ 4.51 |
143.91 % |
-55.36% |
320 |
Weatherly Asset Management |
Del Mar , Calif . |
1,012.08 |
15.59 % |
$ 2.86 |
13.96 % |
1.43 % |
321 |
Smith Anglin Financial |
Dallas , Texas |
1,001.70 |
22.76 % |
$ 0.99 |
7.06 % |
14.67 % |
ASSET CATEGORY : $ 500 milliOn TO < $ 1 billiOn | |||||||
322 |
AlphaCore Capital |
La Jolla , Calif . |
998.27 |
136.01 % |
$ 1.31 |
46.43 % |
61.18 % |
323 |
Cardan Capital Partners |
Denver , Colo . |
992.50 |
5.43 % |
$ 2.65 |
2.90 % |
2.46 % |
324 |
Quadrant Private Wealth |
Bethlehem , Pa . |
991.91 |
42.47 % |
$ 1.57 |
-14.07% |
65.79 % |
325 |
TrinityPoint Wealth |
Milford , Conn . |
990.22 |
18.28 % |
$ 1.30 |
9.92 % |
7.61 % |
326 |
Professional Planning Group |
Westerly , R . I . |
971.75 |
8.53 % |
$ 0.56 |
5.26 % |
3.10 % |
327 |
Retirement Investment Advisors |
Oklahoma City , Okla . |
959.96 |
17.67 % |
$ 0.77 |
15.30 % |
2.05 % |
328 |
Woodmont Investment Counsel |
Nashville , Tenn . |
958.60 |
13.98 % |
$ 3.20 |
37.54 % |
-17.13% |
329 |
Richard P . Slaughter Associates |
Austin , Texas |
955.45 |
26.11 % |
$ 2.25 |
18.69 % |
6.25 % |
330 |
SPC Financial |
Rockville , Md . |
955.13 |
20.89 % |
$ 0.85 |
10.42 % |
9.48 % |
331 |
Rollins Financial |
Atlanta , Ga . |
953.82 |
41.38 % |
$ 1.07 |
31.24 % |
7.72 % |
332 |
BFSG |
Irvine , Calif . |
950.89 |
11.33 % |
$ 1.20 |
4.86 % |
6.17 % |
333 |
Cahaba Wealth Management |
Atlanta , Ga . |
949.97 |
22.85 % |
$ 1.67 |
-5.05% |
29.38 % |
334 |
PDS Planning |
Dublin , Ohio |
941.73 |
38.04 % |
$ 1.60 |
27.95 % |
7.89 % |
335 |
CJM Wealth Advisers |
Fairfax , Va . |
941.62 |
5.15 % |
$ 1.30 |
15.18 % |
-8.70% |
336 |
Traphagen Investment Advisors |
Oradell , N . J . |
922.27 |
17.58 % |
$ 0.65 |
7.50 % |
9.37 % |
337 |
Diversified Lifelong Advisors |
Wilmington , Del . |
914.78 |
80.10 % |
$ 0.92 |
24.60 % |
44.54 % |
338 |
Delta Financial Group |
Basking Ridge , N . J . |
911.50 |
21.33 % |
$ 1.29 |
11.02 % |
9.29 % |
339 |
Allegiant Private Advisors †
|
Sarasota , Fla . |
911.10 |
N / A |
$ 1.92 |
N / A |
N / A |
340 |
Burton Enright Welch |
Walnut Creek , Calif . |
904.84 |
20.42 % |
$ 2.10 |
13.42 % |
6.17 % |
341 |
Delegate Advisors |
Chapel Hill , N . C . |
903.33 |
11.37 % |
$ 29.14 |
4.18 % |
6.90 % |
342 |
Segment Wealth Management |
Houston , Texas |
902.83 |
17.46 % |
$ 4.65 |
12.61 % |
4.30 % |
343 |
Mayflower Advisors †
|
Boston , Mass . |
901.62 |
N / A |
$ 0.84 |
N / A |
N / A |
344 |
Kowal Investment Group |
Waukesha , Wis . |
900.00 |
12.50 % |
$ 0.82 |
2.27 % |
10.00 % |
345 |
Agili |
Richmond , Va . |
884.59 |
16.29 % |
$ 2.82 |
12.59 % |
3.29 % |
346 |
Apriem Advisors |
Irvine , Calif . |
875.93 |
15.22 % |
$ 1.32 |
11.57 % |
3.28 % |
347 |
Financial Planning and Information Services |
De Pere , Wis . |
874.39 |
13.34 % |
$ 0.85 |
10.79 % |
2.30 % |
348 |
Patton , Albertson , Miller Group |
Chattanooga , Tenn . |
871.48 |
6.06 % |
$ 1.87 |
3.56 % |
2.41 % |
349 |
Beacon Financial Group |
Dallas , Texas |
865.00 |
8.40 % |
$ 1.11 |
5.48 % |
2.76 % |
350 |
Blue Chip Partners |
Farmington Hills , Mich . |
862.03 |
12.26 % |
$ 1.64 |
2.04 % |
10.02 % |
351 |
Petersen Hastings Investment Management |
Kennewick , Wash . |
838.01 |
8.85 % |
$ 1.09 |
2.07 % |
6.65 % |
352 |
Soundmark Wealth Management |
Kirkland , Wash . |
831.67 |
7.84 % |
$ 1.62 |
5.32 % |
2.40 % |
353 |
Stepp & Rothwell |
Overland Park , Kan . |
831.56 |
20.01 % |
$ 3.08 |
16.90 % |
2.66 % |
354 |
Titleist Asset Management |
San Antonio , Texas |
831.19 |
54.79 % |
$ 0.81 |
31.64 % |
17.59 % |
355 |
Red Door Wealth Management |
Memphis , Tenn . |
824.32 |
28.40 % |
$ 1.94 |
18.71 % |
8.16 % |
* 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 | 47 | |||||||