FA Magazine July/August 2023 | Page 38

102 Sendero Wealth Management San Antonio , Texas 4,515.99 -7.14 % 15.52 -17.03 % 11.92 % 103 JMG Financial Group Downers Grove , Ill . 4,501.00 -4.56 % 3.09 -13.61 % 10.48 % 104 Zhang Financial Portage , Mich . 4,464.46 -6.69 % 2.51 -14.81 % 9.53 % 105 Shuster Advisory Group Pasadena , Calif . 4,383.11 -0.81 % 14.32 -43.27 % 74.86 % 106 Pure Financial Advisors San Diego , Calif . 4,361.73 4.04 % 1.23 -10.76 % 16.59 % 107 Index Fund Advisors Irvine , Calif . 4,353.56 -11.83 % 1.78 -14.49 % 3.11 % 108 Klingenstein Fields Advisors New York , N . Y . 4,314.28 -17.47 % 8.16 -17.31 % -0.19 % 109 Fort Pitt Capital Group Pittsburgh , Pa . 4,302.94 -13.93 % 1.33 -19.63 % 7.10 % 110 F . L . Putnam Investment Management Co . Wellesley , Mass . 4,302.70 -5.38 % 2.57 -19.80 % 17.98 % 111 Linscomb & Williams Houston , Texas 4,256.70 -12.29 % 2.31 -15.67 % 4.01 % 112 Iron Capital Advisors Atlanta , Ga . 4,225.02 -22.51 % 24.28 -19.84 % -3.33 % 113 Truepoint Wealth Counsel Cincinnati , Ohio 4,210.57 -9.31 % 2.41 -16.78 % 8.97 % 114 Palisade Capital Management Fort Lee , N . J . 4,206.86 -23.73 % 13.88 -32.79 % 13.48 % 115 Badgley Phelps Wealth Managers Seattle , Wash . 4,206.19 -11.81 % 4.60 -17.98 % 7.53 % 116 Annex Wealth Management Elm Grove , Wis . 4,204.03 -8.54 % 0.76 -13.53 % 5.77 % 117 Permanens Capital Partners Charleston , S . C . 4,193.71 -6.18 % 89.23 -12.17 % 6.82 % 118 Empirical Wealth Management Seattle , Wash . 4,178.93 0.29 % 2.35 -13.49 % 15.93 % 119 Grimes & Company Westborough , Mass . 4,177.58 -5.58 % 1.17 -13.29 % 8.89 % 120 Finaccess Advisors Miami , Fla . 4,139.67 -6.89 % 39.43 -0.69 % -6.25 % 121 Miracle Mile Advisors Los Angeles , Calif . 4,130.63 39.79 % 2.75 -2.14 % 42.86 % 122 Crestwood Advisors Group Boston , Mass . 4,057.19 -18.26 % 4.64 -17.14 % -1.35 % 123 Cassaday & Company Mclean , Va . 4,033.82 -13.20 % 1.40 -18.43 % 6.41 % 124 Gradient Investments Arden Hills , Minn . 4,017.97 -8.18 % 0.19 -18.20 % 12.25 % 125 Bordeaux Wealth Advisors Menlo Park , Calif . 4,006.68 -2.46 % 20.98 12.86 % -13.57 % 126 Crescent Grove Advisors Lake Forest , Ill . 3,912.91 -10.15 % 11.18 -15.28 % 6.06 % 127 Chicago Partners Wealth Advisors Chicago , Ill . 3,900.92 4.68 % 2.10 -19.13 % 29.45 % 128 Allegheny Financial Group Pittsburgh , Pa . 3,789.86 -14.20 % 1.16 -19.93 % 7.15 % 129 Exencial Wealth Advisors Oklahoma City , Okla . 3,769.64 -13.55 % 1.39 -16.65 % 3.72 % 130 Hamilton Capital Columbus , Ohio 3,757.88 3.39 % 1.41 -3.10 % 6.71 % 131 Brownson , Rehmus & Foxworth Chicago , Ill . 3,722.14 -13.42 % 14.60 -23.26 % 12.83 % 132 Robertson Stephens Wealth Management San Francisco , Calif . 3,694.03 -6.03 % 3.55 -42.98 % 64.82 % 133 Kovack Advisors Fort Lauderdale , Fla . 3,650.70 -19.72 % 0.33 -29.19 % 13.38 % 134 Crestone Capital Boulder , Colo . 3,646.52 -12.65 % 17.04 -16.32 % 4.39 % 135 Certuity ( formerly Camden Capital ) North Palm Beach , Fla . 3,641.79 -19.14 % 8.00 -20.21 % 1.34 % 136 Clifford Swan Investment Counselors Pasadena , Calif . 3,630.00 -13.30 % 3.86 -13.95 % 0.75 % 137 Kingsview Wealth Management Grants Pass , Ore . 3,584.12 2.78 % 0.58 -19.98 % 28.44 % 138 Advance Capital Management Southfield , Mich . 3,569.93 -12.28 % 0.53 -14.45 % 2.54 % 139 Westmount Asset Management Los Angeles , Calif . 3,565.63 -7.08 % 2.61 -8.51 % 1.56 % 140 Callan Family Office †† Radnor , Pa . 3,540.97 NA 32.19 NA NA 141 Mainstay Capital Management Grand Blanc , Mich . 3,437.34 -10.92 % 0.91 -9.17 % -1.93 % 142 TCI Wealth Advisors Tucson , Ariz . 3,431.53 -8.84 % 1.25 -14.48 % 6.59 % 143 Axxcess Wealth Management Carlsbad , Calif . 3,399.62 -5.26 % 0.69 -12.02 % 7.68 % 144 Wescott Financial Advisory Group Philadelphia , Pa . 3,386.14 -3.25 % 6.51 -23.72 % 26.83 % 145 TFO Phoenix Phoenix , Ariz . 3,340.45 -6.59 % 14.15 -23.61 % 22.28 % 146 Retirement Planners of America Plano , Texas 3,339.63 -30.49 % 0.50 -13.48 % -19.67 % 147 Merriman Wealth Management Seattle , Wash . 3,297.16 -9.51 % 1.39 -11.46 % 2.20 % 148 TFO-TDC dba TDC Investment Advisory Maumee , Ohio 3,223.54 -9.22 % 2.06 -13.69 % 5.17 % 149 Family Management Corporation New York , N . Y . 3,155.27 0.20 % 5.06 16.42 % -13.93 % 150 Heritage Investors Management Corporation Bethesda , Md . 3,126.80 -13.53 % 4.35 -13.77 % 0.28 % 151 Foster Group West Des Moines , Iowa 3,083.30 -9.14 % 1.69 -15.01 % 6.90 % 152 Constellation Wealth Advisors Cincinnati , Ohio 3,047.34 0.97 % 12.70 19.90 % -15.79 %

* Discretionary and nondiscretionary AUM can be found in FA ’ s online version and Form ADV . ** Average assets per client relationship . † AUM is the combined totals for Evoke Advisors and Advanced Research Services ( merged as of May 2020 ). †† Firm started in 2022 .

36 | FINANCIAL ADVISOR MAGAZINE | JULY / AUGUST 2023 WWW . FA-MAG . COM