FA Magazine July/August 2022 | Page 48

150 JFS Wealth Advisors Hermitage , Pa . 3,534.57 26.00 % 1.69 26.90 % -0.71 % 151 CM Wealth Advisors Beachwood , Ohio 3,533.97 16.36 % 19.74 10.51 % 5.29 % 152 Gratus Capital Atlanta , Ga . 3,499.40 45.16 % 3.97 17.81 % 23.22 % 153 Kingsview Partners Grants Pass , Ore . 3,479.62 54.26 % 0.73 15.57 % 33.47 % 154 Wescott Financial Advisory Group Philadelphia , Pa . 3,452.85 41.48 % 4.56 -3.56 % 46.71 % 155 Lake Street Advisors Portsmouth , N . H . 3,395.38 16.66 % 42.44 -0.84 % 17.65 % 156 Foster Group West Des Moines , Iowa 3,393.38 28.57 % 1.99 18.34 % 8.65 % 157 Accredited Investors Wealth Management Edina , Minn . 3,383.26 26.44 % 5.80 19.06 % 6.19 % 158 Telemus Capital Southfield , Mich . 3,361.84 5.15 % 2.11 6.27 % -1.06 % 159 HoyleCohen San Diego , Calif . 3,236.70 17.01 % 2.70 40.90 % -16.96 % 160 Foundations Investment Advisors Phoenix , Ariz . 3,177.66 70.84 % 0.26 17.77 % 45.05 % 161 Carlson Capital Management Northfield , Minn . 3,164.54 21.88 % 2.59 11.52 % 9.29 % 162 Chicago Capital Chicago , Ill . 3,154.51 17.78 % 5.51 6.06 % 11.05 % 163 Family Management Corporation New York , N . Y . 3,148.96 19.86 % 4.32 11.15 % 7.84 % 164 GM Advisory Group Melville , N . Y . 3,141.40 12.03 % 5.62 2.61 % 9.18 % 165 Klingman & Associates New York , N . Y . 3,120.21 15.54 % 5.67 2.09 % 13.17 % 166 Wellesley Asset Management Wellesley , Mass . 3,118.89 11.94 % 1.70 1.02 % 10.80 % 167 Miracle Mile Advisors Los Angeles , Calif . 3,067.35 52.39 % 3.07 -43.62 % 170.27 % 168 Halbert Hargrove Long Beach , Calif . 3,030.98 9.70 % 4.10 1.10 % 8.50 % 169 Beaumont Financial Partners Needham , Mass . 3,027.04 23.42 % 5.50 12.20 % 10.00 % 170 Constellation Wealth Advisors Cincinnati , Ohio 3,018.11 50.48 % 11.74 66.87 % -9.82 % 171 Sage Financial Group Conshohocken , Pa . 3,015.93 17.81 % 3.84 9.56 % 7.53 % 172 LaSalle St . Investment Advisors Elmhurst , Ill . 2,947.62 38.34 % 0.38 4.62 % 32.23 % 173 Barrett Asset Management New York , N . Y . 2,937.34 38.22 % 5.23 33.06 % 3.88 % 174 Wealthcare Capital Management Richmond , Va . 2,916.98 26.03 % 0.64 10.24 % 14.33 % 175 True North Advisors Dallas , Texas 2,871.74 22.82 % 4.62 15.32 % 6.51 % 176 AJ Wealth New York , N . Y . 2,856.39 40.23 % 10.39 22.89 % 14.11 % 177 Coastal Bridge Advisors Westport , Conn . 2,854.86 3.46 % 9.52 -5.16 % 9.09 % 178 Connectus Wealth Advisers ^‡ Greenwich , Conn . 2,845.10 33.49 % 0.73 18.56 % 12.60 % 179 Radnor Financial Advisors Wayne , Pa . 2,814.39 20.70 % 4.65 2.34 % 17.93 % 180 Henssler Financial Kennesaw , Ga . 2,775.78 18.77 % 1.96 6.10 % 11.94 % 181 JFG Wealth Management ^†† Denver , Colo . 2,750.62 66.81 % 23.71 39.48 % 19.59 % 182 Arnerich Massena Portland , Ore . 2,749.52 -65.16 % 8.41 -64.63 % -1.51 % 183 GenTrust Miami , Fla . 2,744.35 18.05 % 9.87 7.86 % 9.45 % 184 Evensky & Katz Coral Gables , Fla . 2,741.46 15.85 % 2.63 8.84 % 6.44 % 185 MCF Advisors Covington , Ky . 2,695.57 24.32 % 3.30 13.97 % 9.08 % 186 IFG Advisory Atlanta , Ga . 2,691.76 24.63 % 0.50 46.94 % -15.19 % 187 Altium Wealth Management Purchase , N . Y . 2,686.67 35.84 % 2.83 27.42 % 6.61 % 188 SJS Investment Services Sylvania , Ohio 2,675.95 6.61 % 3.08 0.48 % 6.10 % 189 Resource Consulting Group Orlando , Fla . 2,642.74 20.48 % 5.08 9.83 % 9.70 % 190 Zemenick & Walker St . Louis , Mo . 2,557.98 16.01 % 10.79 9.16 % 6.28 % 191 Birch Hill Investment Advisors Boston , Mass . 2,511.07 15.95 % 13.72 14.68 % 1.10 % 192 Chesley , Taft & Associates Chicago , Ill . 2,492.79 16.16 % 6.91 15.84 % 0.28 % 193 Cabana Asset Management Fayetteville , Ark . 2,487.88 67.93 % 6.72 3200.43 % -94.91 % 194 Greenwich Wealth Management Greenwich , Conn . 2,482.10 12.97 % 11.99 -2.86 % 16.29 % 195 Schneider Downs Wealth Management Advisors Pittsburgh , Pa . 2,471.84 16.88 % 3.53 11.03 % 5.26 % 196 The Welch Group Birmingham , Ala . 2,449.94 28.23 % 2.11 21.61 % 5.44 % 197 Pittenger & Anderson Lincoln , Neb . 2,423.73 18.44 % 3.12 7.18 % 10.51 % 198 Morton Wealth Calabasas , Calif . 2,416.28 9.29 % 2.26 3.55 % 5.54 % 199 Financial Advisory Service Leawood , Kan . 2,411.29 28.16 % 1.98 19.63 % 7.14 %

* Discretionary and nondiscretionary AUM can be found in FA ’ s online version and Form ADV . ** Average assets per client relationship . † Firm started in 2021 . †† 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 . ‡ AUM is for NorthCoast Asset Management , a dba of , and investment advisory services offered through , Connectus Wealth . ‡‡ Pan Global Advisers is a wholly owned RIA by Tax Efficient Asset Management Solution (“ TEAMS ”), and is the sub-adviser to TEAMS .

44 | financial advisor magazine | July / august 2022 www . fa-mag . com