GROWTH RANK |
FIRM NAME |
LOCATION |
2022 CLIENTS |
YEAR END 2022 ASSETS ($ MM )* |
% GROWTH IN ASSETS 2021-2022 |
% GROWTH IN ASSETS PER CLIENT |
1 |
Palisade Asset Management |
Minneapolis , Minn . |
263 |
1,012.21 |
402.21 % |
388.85 % |
2 |
Catalyst Financial Partners |
Boston , Mass . |
139 |
547.29 |
195.33 % |
-12.89% |
3 |
Wedmont Private Capital |
West Chester , Pa . |
215 |
984.07 |
96.29 % |
18.69 % |
4 |
Circle Wealth Management |
Summit , N . J . |
61 |
6,551.18 |
91.52 % |
85.24 % |
5 |
Connectus Wealth Advisers |
Hunt Valley , Md . |
5,200 |
6,773.79 |
74.52 % |
45.59 % |
6 |
Kowal Investment Group |
Waukesha , Wis . |
1,399 |
1,839.00 |
67.18 % |
51.41 % |
7 |
Cerity Partners |
New York , N . Y . |
11,327 |
40,433.57 |
51.38 % |
6.92 % |
8 |
Fermata Advisors |
Sonoma , Calif . |
800 |
733.00 |
47.78 % |
-26.11% |
9 |
Perigon Wealth Management |
San Francisco , Calif . |
1,490 |
4,830.37 |
45.11 % |
1.96 % |
10 |
High Net Worth Advisory Group |
Naples , Fla . |
375 |
579.04 |
43.56 % |
-4.30% |
11 |
Miracle Mile Advisors |
Los Angeles , Calif . |
1,500 |
4,130.63 |
39.79 % |
-2.14% |
12 |
SignatureFD |
Atlanta , Ga . |
1,685 |
6,146.77 |
34.27 % |
23.91 % |
13 |
Shorepoint Capital Partners |
Norwood , Mass . |
382 |
618.34 |
31.29 % |
-5.83% |
14 |
Dakota Wealth |
Palm Beach Gardens , Fla . |
1,746 |
2,548.15 |
30.61 % |
-14.87% |
15 |
Souders Financial Advisors |
Cincinnati , Ohio |
900 |
697.06 |
27.82 % |
27.82 % |
16 |
Choreo |
Minneapolis , Minn . |
6,276 |
12,190.11 |
26.60 % |
-22.38% |
17 |
Duncan Williams Asset Management |
Memphis , Tenn . |
586 |
632.03 |
26.10 % |
10.39 % |
18 |
Meritas Wealth Management |
Larkspur , Calif . |
245 |
560.57 |
23.32 % |
21.81 % |
19 |
Waverly Advisors |
Birmingham , Ala . |
2,650 |
5,510.88 |
23.32 % |
-34.15% |
20 |
Sather Financial Group |
Victoria , Texas |
471 |
1,764.38 |
23.30 % |
19.90 % |
21 |
Red Door Wealth Management |
Memphis , Tenn . |
620 |
1,443.69 |
21.53 % |
15.84 % |
22 |
Mariner Wealth Advisors |
Overland Park , Kan . |
36,367 |
65,874.57 |
18.84 % |
-1.64% |
23 |
CAPTRUST |
Raleigh , N . C . |
27,205 |
777,297.74 |
18.66 % |
-2.55% |
24 |
Lido Advisors |
Los Angeles , Calif . |
4,703 |
13,102.07 |
18.55 % |
-8.19% |
25 |
Bogart Wealth |
McLean , Va . |
1,226 |
2,282.22 |
18.55 % |
-0.98% |
26 |
Financial Insights Wealth Management |
Tacoma , Wash . |
892 |
621.06 |
16.38 % |
-2.01% |
27 |
AlphaCore Wealth Advisory |
La Jolla , Calif . |
995 |
1,497.53 |
16.01 % |
0.27 % |
28 |
Mayflower Advisors |
Boston , Mass . |
796 |
1,243.57 |
15.71 % |
28.65 % |
29 |
Glassman Wealth Services |
Vienna , Va . |
355 |
1,907.22 |
14.73 % |
-2.40% |
30 |
Homrich Berg |
Atlanta , Ga . |
3,695 |
12,528.31 |
13.04 % |
-12.41% |
31 |
Wealthcare Capital Management |
Richmond , Va . |
4,212 |
2,603.04 |
12.47 % |
20.83 % |
32 |
Meyer Capital Group |
Marlton , N . J . |
800 |
1,484.00 |
11.89 % |
3.49 % |
33 |
Element Pointe Family Office |
Miami , Fla . |
38 |
636.74 |
11.40 % |
23.13 % |
34 |
Simon Quick Advisors |
Morristown , N . J . |
706 |
5,103.98 |
11.39 % |
-27.11% |
35 |
Yale Capital Corp . |
Saint Petersburg , Fla . |
120 |
2,722.85 |
11.10 % |
8.32 % |
36 |
Glass Jacobson Wealth Advisors |
Owings MIlls , Md . |
735 |
770.08 |
10.97 % |
-17.27% |
37 |
Altium Wealth Management |
Purchase , N . Y . |
1,010 |
2,942.45 |
10.95 % |
2.60 % |
38 |
TrinityPoint Wealth |
Milford , Conn . |
1,007 |
1,149.03 |
10.84 % |
-15.13% |
39 |
Marcum Wealth |
Cleveland , Ohio |
2,613 |
2,250.83 |
10.43 % |
2.65 % |
40 |
Pathstone |
Englewood , N . J . |
1,548 |
24,835.86 |
9.87 % |
-28.39% |
41 |
Clarfeld Financial Advisors |
Tarrytown , N . Y . |
1,240 |
7,105.62 |
9.81 % |
-2.59% |
42 |
MAI Capital Management |
Cleveland , Ohio |
7,069 |
15,773.43 |
9.64 % |
-25.81% |
43 |
Schechter Investment Advisors |
Birmingham , Mich . |
721 |
2,847.05 |
9.56 % |
-9.73% |
44 |
Chequers Financial Management |
San Francisco , Calif . |
175 |
642.94 |
8.88 % |
-12.89% |
45 |
Connecticut Wealth Management |
Farmington , Conn . |
1,081 |
2,589.91 |
8.58 % |
-10.10% |
46 |
Evermay Wealth Management |
Arlington , Va . |
418 |
799.52 |
8.51 % |
-8.10% |
47 |
Fi3 Financial Advisors |
Indianapolis , Ind . |
183 |
657.21 |
8.42 % |
20.26 % |
48 |
Allworth Financial |
Folsom , Calif . |
19,500 |
14,880.81 |
7.97 % |
-14.05% |
49 |
Capital Wealth Advisors |
Naples , Fla . |
1,333 |
2,177.94 |
7.88 % |
-8.22% |
50 |
Wealthspire Advisors |
New York , N . Y . |
7,075 |
18,772.10 |
7.59 % |
-1.81% |
* Discretionary and nondiscretionary AUM can be found in FA ’ s online version and Form ADV . | ||||||
30 | FINANCIAL ADVISOR MAGAZINE | JULY / AUGUST 2023 |
WWW . FA-MAG . COM |
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