growth rank |
firm name |
location |
2021 clients |
year end 2021 assets ($ mm )* |
% growth in assets 2020-2021 |
% growth in assets per client |
1 |
Wealth Enhancement Advisory Services |
Plymouth , Minn . |
39,243 |
52,608.71 |
116.82 % |
30.45 % |
2 |
Marcum Wealth |
Cleveland , Ohio |
2,433 |
2,171.46 |
110.40 % |
22.97 % |
3 |
Cresset Capital |
Chicago , Ill . |
1,602 |
22,967.86 |
96.69 % |
16.64 % |
4 |
SteelPeak Wealth |
Woodland Hills , Calif . |
1,576 |
2,163.66 |
96.01 % |
79.22 % |
5 |
Creative Planning |
Overland Park , Kan . |
48,198 |
133,830.63 |
92.61 % |
63.76 % |
6 |
Beacon Pointe Advisors |
Newport Beach , Calif . |
12,483 |
23,674.54 |
90.28 % |
-10.07% |
7 |
Robertson Stephens Wealth Management |
San Francisco , Calif . |
631 |
3,930.99 |
87.53 % |
24.82 % |
8 |
Sequoia Financial Group |
Akron , Ohio |
5,546 |
10,090.92 |
81.90 % |
22.14 % |
9 |
Fi3 Financial Advisors |
Indianapolis , Ind . |
156 |
606.19 |
79.96 % |
134.18 % |
10 |
XML Financial Group |
Rockville , Md . |
2,022 |
2,257.74 |
77.54 % |
24.50 % |
11 |
Lake Street |
Chicago , Ill . |
525 |
880.78 |
72.78 % |
14.20 % |
12 |
Mercer Global Advisors |
Denver , Colo . |
23,620 |
34,011.52 |
71.17 % |
23.17 % |
13 |
Axxcess Wealth Management |
Carlsbad , Calif . |
4,581 |
3,588.52 |
71.15 % |
138.44 % |
14 |
Foundations Investment Advisors |
Phoenix , Ariz . |
12,186 |
3,177.66 |
70.84 % |
17.77 % |
15 |
Cabana Asset Management |
Fayetteville , Ark . |
370 |
2,487.88 |
67.93 % |
3200.43 % |
16 |
Cerity Partners |
New York , N . Y . |
5,713 |
44,670.53 |
67.25 % |
11.62 % |
17 |
Coldstream Wealth Management |
Bellevue , Wash . |
2,372 |
7,219.30 |
67.02 % |
6.89 % |
18 |
JFG Wealth Management ** |
Denver , Colo . |
116 |
2,750.62 |
66.81 % |
39.48 % |
19 |
CIBC Private Wealth Advisors |
Atlanta , Ga . |
8,916 |
73,775.46 |
60.77 % |
49.12 % |
20 |
BerganKDV Wealth Management |
Bloomington , Minn . |
970 |
2,142.63 |
59.55 % |
39.81 % |
21 |
Mariner Wealth Advisors |
Overland Park , Kan . |
30,099 |
55,432.64 |
58.55 % |
20.50 % |
22 |
The Mather Group |
Chicago , Ill . |
3,126 |
8,579.76 |
58.17 % |
9.34 % |
23 |
Abound Wealth Management |
Franklin , Tenn . |
432 |
791.40 |
57.84 % |
26.78 % |
24 |
Clearstead Advisors |
Cleveland , Ohio |
1,095 |
11,225.68 |
56.72 % |
17.65 % |
25 |
IPI Wealth Management |
Decatur , Ill . |
8,258 |
1,883.81 |
55.71 % |
24.05 % |
26 |
MAI Capital Management |
Cleveland , Ohio |
4,719 |
14,386.11 |
55.55 % |
-14.47% |
27 |
AE Wealth Management |
Topeka , Kan . |
67,496 |
19,640.09 |
55.42 % |
58.92 % |
28 |
Kingsview Partners |
Grants Pass , Ore . |
4,761 |
3,479.62 |
54.26 % |
15.57 % |
29 |
Virtue Capital Management |
Brentwood , Tenn . |
6,634 |
1,071.52 |
53.00 % |
84.21 % |
30 |
Miracle Mile Advisors |
Los Angeles , Calif . |
1,000 |
3,067.35 |
52.39 % |
-43.62% |
31 |
Inspire Investing |
Meridian , Idaho |
2,186 |
1,984.84 |
51.02 % |
9.57 % |
32 |
Constellation Wealth Advisors |
Cincinnati , Ohio |
257 |
3,018.11 |
50.48 % |
66.87 % |
33 |
Elser Financial Planning |
Indianapolis , Ind . |
296 |
1,579.10 |
48.58 % |
25.49 % |
34 |
Bogart Wealth |
McLean , Va . |
1,032 |
1,925.11 |
46.76 % |
22.44 % |
35 |
Savant Wealth Management |
Rockford , Ill . |
7,819 |
13,130.28 |
46.63 % |
20.94 % |
36 |
CAPTRUST |
Raleigh , N . C . |
22,341 |
655,054.29 |
45.30 % |
-6.80% |
37 |
Relative Value Partners |
Northbrook , Ill . |
320 |
2,309.02 |
45.20 % |
18.88 % |
38 |
Gratus Capital |
Atlanta , Ga . |
881 |
3,499.40 |
45.16 % |
17.81 % |
39 |
Spectrum Investment Advisors |
Mequon , Wis . |
336 |
667.52 |
44.73 % |
34.39 % |
40 |
Red Door Wealth Management |
Memphis , Tenn . |
591 |
1,187.95 |
44.11 % |
3.39 % |
41 |
The High Net Worth Advisory Group |
Naples , Fla . |
325 |
581.00 |
44.04 % |
-0.28% |
42 |
Parallel Advisors |
San Francisco , Calif . |
2,732 |
5,443.16 |
42.81 % |
25.92 % |
43 |
The Colony Group |
Boston , Mass . |
5,654 |
18,638.72 |
42.78 % |
16.57 % |
44 |
Investmark Advisory Group |
Shelton , Conn . |
583 |
653.48 |
42.29 % |
35.21 % |
45 |
Quadrant Private Wealth |
Bethlehem , Pa . |
665 |
1,410.01 |
42.15 % |
36.81 % |
46 |
Beacon Capital Management |
Dayton , Ohio |
10,138 |
4,744.09 |
41.92 % |
33.69 % |
47 |
Apella Capital |
Glastonbury , Conn . |
2,432 |
2,357.00 |
41.82 % |
16.86 % |
48 |
Wescott Financial Advisory Group |
Philadelphia , Pa . |
757 |
3,452.85 |
41.48 % |
-3.56% |
49 |
Aveo Capital Partners |
Englewood , Colo . |
1,102 |
1,453.32 |
41.41 % |
63.48 % |
50 |
MJP Wealth Advisors |
Farmington , Conn . |
697 |
967.28 |
40.56 % |
30.48 % |
** AUM is for JFG Wealth Management and Johnson Financial Group . JFG Wealth Management is owned 100 % by Johnson Financial Group and Johnson Financial Group employees . | ||||||
38 | financial advisor magazine | July / august 2022 |
www . fa-mag . com |
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