FA Magazine July/August 2022 | Page 54

300 JB Capital Wethersfield , Conn . 1,208.95 34.83 % 0.25 16.99 % 15.24 % 301 Telos Capital Management San Diego , Calif . 1,197.35 17.68 % 1.57 4.14 % 13.00 % 302 Red Door Wealth Management Memphis , Tenn . 1,187.95 44.11 % 2.01 3.39 % 39.39 % 303 Patton Albertson Miller Group Chattanooga , Tenn . 1,184.31 35.90 % 2.10 8.24 % 25.56 % 304 Magnus Financial Group New York , N . Y . 1,180.02 -35.16 % 1.67 -38.18 % 4.89 % 305 StraightLine Group Troy , Mich . 1,179.19 11.58 % 0.45 -14.20 % 30.04 % 306 Intelligence Driven Advisers Carlsbad , Calif . 1,169.50 10.29 % 1.00 -5.75 % 17.02 % 307 Traphagen Investment Advisors Oradell , N . J . 1,161.12 25.90 % 0.76 16.79 % 7.79 % 308 Wealthstream Advisors New York , N . Y . 1,157.00 19.43 % 3.01 11.96 % 6.67 % 309 Financial Synergies Wealth Advisors Houston , Texas 1,155.37 19.00 % 1.71 8.77 % 9.40 % 310 BigSur Partners Miami , Fla . 1,153.34 13.71 % 60.70 19.70 % -5.00 % 311 SPC Financial Rockville , Md . 1,145.12 19.89 % 0.94 9.58 % 9.41 % 312 Cahaba Wealth Management Atlanta , Ga . 1,142.78 20.30 % 1.65 1.20 % 18.87 % 313 Retirement Investment Advisors Oklahoma City , Okla . 1,131.46 17.87 % 0.91 27.92 % -7.86 % 314 PDS Planning Dublin , Ohio 1,131.18 20.12 % 1.90 18.70 % 1.19 % 315 The Advisory Group San Francisco San Francisco , Calif . 1,114.73 5.00 % 7.01 5.66 % -0.63 % 316 BFSG Irvine , Calif . 1,104.64 16.17 % 1.48 9.93 % 5.67 % 317 Blue Chip Partners Farmington Hills , Mich . 1,098.78 27.46 % 1.64 0.11 % 27.32 % 318 Corrigan Financial Middletown , R . I . 1,086.61 15.11 % 1.04 10.04 % 4.60 % 319 Delta Financial Group Basking Ridge , N . J . 1,076.24 18.07 % 1.76 36.43 % -13.46 % 320 Mayflower Advisors Boston , Mass . 1,074.74 19.20 % 1.35 -10.15 % 32.67 % 321 Virtue Capital Management Brentwood , Tenn . 1,071.52 53.00 % 0.16 84.21 % -16.94 % 322 Agili Richmond , Va . 1,066.54 20.57 % 3.31 17.57 % 2.55 % 323 Christopher Weil & Company San Diego , Calif . 1,062.28 19.02 % 2.05 25.47 % -5.14 % 324 Titleist Asset Management San Antonio , Texas 1,059.17 27.43 % 0.84 3.87 % 22.68 % 325 NEIRG Wealth Management North Andover , Mass . 1,027.57 34.15 % 1.22 21.53 % 10.38 % 326 Beacon Financial Group Dallas , Texas 1,020.14 17.81 % 1.23 12.68 % 4.55 % 327 Pinkerton Retirement Specialists Coeur D ’ Alene , Idaho 1,020.00 14.29 % 1.30 9.77 % 4.11 % 328 Petersen Hastings Investment Management Kennewick , Wash . 1,011.69 20.73 % 1.16 6.48 % 13.38 % 329 Nilsine Partners Greenwood Village , Colo . 1,009.27 N / A ^† 2.82 N / A ^† N / A ^† 330 Apriem Advisors Irvine , Calif . 1,007.89 15.07 % 1.41 7.51 % 7.03 % 331 Financial Planning & Information Services De Pere , Wis . 1,007.52 15.23 % 0.92 8.14 % 6.55 %

ASSET CATEGORY : $ 500 milliOn TO < $ 1 billiOn 332 Janiczek Wealth Management Denver , Colo . 985.25 26.29 % 6.16 6.56 % 18.52 % 333 Spectrum Wealth Management Indianapolis , Ind . 977.12 37.37 % 4.23 32.02 % 4.05 % 334 MJP Wealth Advisors Farmington , Conn . 967.28 40.56 % 1.39 30.48 % 7.73 % 335 Kowal Investment Group Waukesha , Wis . 960.97 1.16 % 0.80 -7.27 % 9.09 % 336 REDW Wealth Albuquerque , N . M . 955.10 16.07 % 2.49 6.40 % 9.09 % 337 Seasons of Advice Wealth Management New York , N . Y . 944.11 17.07 % 1.26 10.53 % 5.92 % 338 Hemington Wealth Management Falls Church , Va . 934.28 23.60 % 4.56 6.11 % 16.48 % 339 Total Wealth Planning Cincinnati , Ohio 932.51 27.19 % 1.82 11.79 % 13.78 % 340 Destiny Wealth Partners Tavares , Fla . 931.15 37.14 % 1.04 22.00 % 12.41 % 341 DiNuzzo Private Wealth Beaver , Pa . 929.49 16.92 % 1.13 7.01 % 9.26 % 342 Vintage Financial Services Ann Arbor , Mich . 923.41 18.50 % 1.74 16.27 % 1.92 % 343 Moisand Fitzgerald Tamayo Orlando , Fla . 921.97 24.13 % 1.26 4.21 % 19.12 % 344 Willis Johnson & Associates Houston , Texas 914.87 26.72 % 2.46 13.44 % 11.71 % 345 WPWealth Fort Worth , Texas 914.56 25.97 % 2.09 16.75 % 7.90 % 346 LS Investment Advisors dba LSIA Bloomfield Hills , Mich . 912.86 -85.85 % 4.93 -79.57 % -30.71 % 347 Fusion Family Wealth Woodbury , N . Y . 912.21 11.52 % 2.94 4.32 % 6.90 % 348 Regatta Capital Group El Segundo , Calif . 906.87 32.84 % 1.00 14.28 % 16.24 %

* 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 .

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