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 |
356 |
REDW Wealth |
Albuquerque , N . M . |
822.83 |
9.16 % |
$ 2.29 |
8.25 % |
0.84 % |
357 |
Fusion Family Wealth |
Woodbury , N . Y . |
818.00 |
21.01 % |
$ 3.00 |
12.58 % |
7.48 % |
358 |
Woodard & Company Asset Management Group |
Bermuda Run , N . C . |
813.80 |
13.45 % |
$ 0.54 |
39.93 % |
-18.92% |
359 |
Archford |
Swansea , Ill . |
810.35 |
23.28 % |
$ 1.41 |
31.63 % |
-6.34% |
360 |
Seasons of Advice Wealth Management |
New York , N . Y . |
805.21 |
21.65 % |
$ 1.09 |
18.68 % |
2.50 % |
361 |
Medley & Brown |
Ridgeland , Miss . |
803.32 |
2.10 % |
$ 1.54 |
1.51 % |
0.58 % |
362 |
Triad Financial Advisors |
Greensboro , N . C . |
802.32 |
11.38 % |
$ 1.14 |
8.21 % |
2.94 % |
363 |
Investment Security Group |
Denver , Colo . |
800.00 |
7.96 % |
$ 1.07 |
0.76 % |
7.14 % |
364 |
Versant Capital Management |
Phoenix , Ariz . |
796.43 |
3.08 % |
$ 1.80 |
0.75 % |
2.31 % |
365 |
DiNuzzo Private Wealth |
Beaver , Pa . |
795.00 |
1.89 % |
$ 1.04 |
0.56 % |
1.32 % |
366 |
Steigerwald , Gordon & Koch Wealth Advisors |
Leesburg , Va . |
790.00 |
9.12 % |
$ 1.65 |
9.12 % |
0.00 % |
367 |
Janiczek Wealth Management |
Denver , Colo . |
780.15 |
15.56 % |
$ 5.78 |
7.00 % |
8.00 % |
368 |
Vintage Financial Services |
Ann Arbor , Mich . |
779.24 |
11.91 % |
$ 1.50 |
10.83 % |
0.97 % |
369 |
HCM Wealth Advisors |
Cincinnati , Ohio |
767.90 |
8.47 % |
$ 1.11 |
10.83 % |
-2.13% |
370 |
New England Investment & Retirement Group |
North Andover , Mass . |
765.98 |
16.94 % |
$ 1.01 |
13.25 % |
3.26 % |
371 |
Aufman Associates |
Sewickley , Pa . |
764.08 |
5.66 % |
$ 3.47 |
3.26 % |
2.33 % |
372 |
Hemington Wealth Management |
Falls Church , Va . |
755.90 |
-14.66% |
$ 1.94 |
0.22 % |
-14.85% |
373 |
Marshall Financial Group |
Doylestown , Pa . |
747.72 |
12.05 % |
$ 1.62 |
12.05 % |
0.00 % |
374 |
Moisand Fitzgerald Tamayo |
Orlando , Fla . |
742.76 |
14.20 % |
$ 1.21 |
9.72 % |
4.08 % |
375 |
Financial Advisory Corporation |
Grand Rapids , Mich . |
731.26 |
7.79 % |
$ 3.48 |
-4.53% |
12.90 % |
376 |
WPWealth |
Fort Worth , Texas |
726.01 |
16.87 % |
$ 1.79 |
5.61 % |
10.66 % |
377 |
Blankinship & Foster |
Solana Beach , Calif . |
722.23 |
19.88 % |
$ 2.44 |
6.11 % |
12.98 % |
378 |
Yeske Buie |
San Francisco , Calif . |
722.11 |
-2.89% |
$ 2.77 |
-1.41% |
-1.51% |
379 |
Willis Johnson & Associates |
Houston , Texas |
721.94 |
19.26 % |
$ 2.17 |
20.34 % |
-0.89% |
380 |
Stage Harbor Financial |
Needham , Mass . |
718.20 |
13.74 % |
$ 3.01 |
3.27 % |
10.14 % |
381 |
Deerfield |
Indianapolis , Ind . |
715.77 |
2.64 % |
$ 2.50 |
10.90 % |
-7.44% |
382 |
Southern Financial Group |
Birmingham , Ala . |
705.41 |
11.67 % |
$ 0.56 |
1.43 % |
10.09 % |
383 |
Investec Wealth Strategies |
Houston , Texas |
700.57 |
17.19 % |
$ 2.36 |
13.64 % |
3.13 % |
384 |
Virtue Capital Management |
Brentwood , Tenn . |
700.32 |
32.32 % |
$ 0.11 |
14.67 % |
15.39 % |
385 |
WorthPointe |
San Diego , Calif . |
690.91 |
10.75 % |
$ 1.36 |
1.17 % |
9.46 % |
386 |
Halpern Financial |
Ashburn , Va . |
686.84 |
23.84 % |
$ 2.54 |
13.29 % |
9.31 % |
387 |
Regatta Capital Group |
El Segundo , Calif . |
682.41 |
40.09 % |
$ 0.85 |
18.20 % |
18.52 % |
388 |
Nelson Capital Management |
Menlo Park , Calif . |
680.00 |
-13.04% |
$ 5.23 |
0.33 % |
-13.33% |
389 |
Ruggie Wealth Management |
Tavares , Fla . |
679.00 |
9.93 % |
$ 0.85 |
4.42 % |
5.28 % |
390 |
Briaud Financial Advisors |
College Station , Texas |
672.51 |
13.26 % |
$ 2.51 |
9.88 % |
3.08 % |
391 |
The Wealth Collaborative |
Westlake Village , Calif . |
671.35 |
20.84 % |
$ 3.63 |
17.57 % |
2.78 % |
392 |
William Mack & Associates |
Troy , Mich . |
664.80 |
15.94 % |
$ 0.90 |
12.34 % |
3.20 % |
393 |
Financial Partners Capital Management |
New York , N . Y . |
654.02 |
16.16 % |
$ 2.32 |
11.22 % |
4.44 % |
394 |
PJ Schmidt Investment Management |
Cedarburg , Wis . |
652.45 |
8.90 % |
$ 1.61 |
56.49 % |
-30.41% |
395 |
StrategicPoint Investment Advisors |
Providence , R . I . |
648.31 |
5.97 % |
$ 1.01 |
5.80 % |
0.16 % |
396 |
CapSouth Wealth Management |
Dothan , Ala . |
643.62 |
13.15 % |
$ 1.64 |
2.78 % |
10.08 % |
397 |
Total Wealth Planning |
Cincinnati , Ohio |
641.13 |
14.72 % |
$ 1.61 |
7.52 % |
6.70 % |
398 |
Cypress Point Wealth Management |
Dallas , Texas |
629.66 |
-8.64% |
$ 4.43 |
11.30 % |
-17.92% |
399 |
Canal Capital Management |
Richmond , Va . |
628.75 |
32.04 % |
$ 1.59 |
19.34 % |
10.64 % |
400 |
Sensible Financial Planning and Management |
Waltham , Mass . |
616.46 |
15.06 % |
$ 2.22 |
10.92 % |
3.73 % |
401 |
Omega Wealth Partners |
Fort Worth , Texas |
616.00 |
16.89 % |
$ 2.05 |
7.15 % |
9.09 % |
402 |
Omnia Family Wealth |
Aventura , Fla . |
610.52 |
4.60 % |
$ 8.98 |
4.60 % |
0.00 % |
403 |
Berkshire Money Management |
Dalton , Mass . |
609.00 |
29.32 % |
$ 0.98 |
21.38 % |
6.54 % |
404 |
Klaas Financial |
Loves Park , Ill . |
605.00 |
32.39 % |
$ 0.58 |
45.51 % |
-9.02% |
405 |
Optas Capital |
San Francisco , Calif . |
598.56 |
14.51 % |
$ 5.25 |
-8.59% |
25.27 % |
406 |
Asset Management Group |
Stamford , Conn . |
595.96 |
19.54 % |
$ 2.27 |
18.63 % |
0.77 % |
* Discretionary and nondiscretionary AUM reported on Form ADV . ** Average assets per client relationship . † Transitioned to an independent RIA in 2020 . | |||||||
48 | fINANcIAl AdvIsoR mAGAzINe | JUlY / AUGUst 2021 |
www . fA-mAG . com |