FA Magazine July/August 2022 | Page 55

349 SoundPath Investment Advisors Ridgeland , Miss . 904.36 12.58 % 1.70 10.47 % 1.91 % 350 Delegate Advisors Chapel Hill , Fla . 903.33 -4.58 % 23.16 -16.82 % 14.71 % 351 HCM Wealth Advisors Cincinnati , Ohio 894.57 16.49 % 1.25 12.58 % 3.48 % 352 Archford Swansea , Ill . 889.99 9.83 % 1.54 9.45 % 0.35 % 353 Lake Street Chicago , Ill . 880.78 72.78 % 1.68 14.20 % 51.30 % 354 Halpern Financial Ashburn , Va . 863.21 25.68 % 2.94 15.42 % 8.89 % 355 Financial Advisory Corporation Grand Rapids , Mich . 854.33 16.83 % 3.90 12.03 % 4.29 % 356 Yeske Buie San Francisco , Calif . 852.39 18.04 % 3.27 18.04 % 0.00 % 357 Southern Financial Group Birmingham , Ala . 837.33 18.70 % 0.89 28.70 % -7.77 % 358 Stage Harbor Financial Needham , Mass . 836.37 16.45 % 3.19 6.23 % 9.62 % 359 WorthPointe San Diego , Calif . 816.83 18.20 % 1.48 8.99 % 8.45 % 360 Concentus Wealth Advisors Newtown Square , Pa . 794.76 36.30 % 3.18 30.84 % 4.17 % 361 Abound Wealth Management Franklin , Tenn . 791.40 57.84 % 1.83 26.78 % 24.50 % 362 Blankinship & Foster Solana Beach , Calif . 786.49 8.90 % 2.61 7.09 % 1.69 % 363 Buckingham Advisors Dayton , Ohio 785.57 18.75 % 0.67 11.80 % 6.22 % 364 Canal Capital Management Richmond , Va . 785.01 24.85 % 2.07 30.12 % -4.05 % 365 Ullmann Wealth Partners Jacksonville Beach , Fla . 765.23 31.43 % 2.10 27.83 % 2.82 % 366 Claro Advisors Boston , Mass . 762.99 29.69 % 1.01 6.96 % 21.25 % 367 Insight Wealth Partners Plano , Texas 760.13 33.48 % 1.01 17.59 % 13.51 % 368 CapSouth Wealth Management Dothan , Ala . 759.00 15.53 % 1.77 5.83 % 9.16 % 369 Rappaport Reiches Capital Management Skokie , Ill . 745.00 13.74 % 2.28 0.18 % 13.54 % 370 Socius Family Office Fort Lauderdale , Fla . 733.69 25.60 % 6.67 19.89 % 4.76 % 371 Omega Wealth Partners Fort Worth , Texas 732.55 21.45 % 2.25 30.79 % -7.14 % 372 William Mack & Associates Troy , Mich . 726.57 9.29 % 0.89 -0.50 % 9.84 % 373 Fairhaven Wealth Management Wheaton , Ill . 718.97 -0.78 % 1.50 -2.02 % 1.27 % 374 Asset Management Group Stamford , Conn . 704.16 18.16 % 2.68 17.26 % 0.77 % 375 Financial Enhancement Group Anderson , Ind . 703.48 19.51 % 0.23 13.03 % 5.73 % 376 Glass Jacobson Investment Advisors Owings MIlls , Md . 693.97 30.34 % 1.27 29.87 % 0.37 % 377 Great Lakes Retirement Sheffield Village , Ohio 691.51 27.64 % 0.40 19.95 % 6.41 % 378 Droms Strauss Wealth Management St . Louis , Mo . 686.98 31.17 % 1.88 24.71 % 5.19 % 379 Briaud Financial Advisors College Station , Texas 683.31 2.06 % 2.55 0.92 % 1.13 % 380 The L . Warner Companies Timonium , Md . 681.96 26.58 % 2.12 6.53 % 18.82 % 381 Omnia Family Wealth Aventura , Fla . 677.92 11.04 % 9.04 0.68 % 10.29 % 382 Klaas Financial Asset Advisors Loves Park , Ill . 675.00 11.57 % 0.61 11.57 % 0.00 % 383 Next Level Private Harrison , N . Y . 670.00 0.00 % 2.03 0.00 % 0.00 % 384 Spectrum Investment Advisors Mequon , Wis . 667.52 44.73 % 1.99 34.39 % 7.69 % 385 Frisch Financial Group Melville , N . Y . 660.58 16.93 % 1.36 13.32 % 3.18 % 386 Investmark Advisory Group Shelton , Conn . 653.48 42.29 % 1.12 35.21 % 5.23 % 387 KMH Wealth Management Victoria , Texas 650.77 14.32 % 1.28 7.14 % 6.69 % 388 Tobias Financial Advisors Plantation , Fla . 650.00 26.71 % 2.22 11.14 % 14.01 % 389 Optas Capital Austin , Texas 647.53 8.18 % 5.14 -4.70 % 13.51 % 390 McIlrath & Eck Arlington , Wash . 645.00 29.00 % 0.72 21.83 % 5.88 % 391 Dopkins Wealth Management Williamsville , N . Y . 637.19 8.11 % 2.16 11.78 % -3.28 % 392 Mirador Capital Partners Pleasanton , Calif . 632.11 17.93 % 1.15 7.21 % 10.00 % 393 BlueSky Wealth Advisors New Bern , N . C . 628.19 12.02 % 1.85 5.43 % 6.25 % 394 Nelson Capital Management Menlo Park , Calif . 626.08 5.71 % 4.20 -2.09 % 7.97 % 395 Sterling Financial Planning Sparta , N . J . 621.70 15.09 % 1.15 5.31 % 9.29 % 396 Greystone Financail Group Bloomfield Hills , Mich . 617.55 13.67 % 0.90 10.01 % 3.32 % 397 Rowling & Associates San Diego , Calif . 615.51 16.46 % 1.77 8.07 % 7.76 % 398 Financial Management Strategies Broadview Heights , Ohio 608.03 15.78 % 0.42 21.98 % -5.08 %

* 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 .

july / AuGust 2022 | fINANcIAl AdvIsoR mAGAzINe | 51