FA ’ s 2023 RIA RANKING |
2022 TOTAL ASSETS RANK |
FIRM NAME |
LOCATION |
YEAR END 2022 ASSETS ($ MM )* |
% GROWTH IN ASSETS 2021-2022 |
ASSETS PER CLIENT ($ MM )** |
% GROWTH IN ASSETS PER CLIENT |
% CHANGE IN NO . OF CLIENTS |
306 |
Paragon Capital Management |
Denver , Colo . |
1,002.80 |
-29.53% |
6.43 |
-29.08% |
-0.64% |
307 |
StraightLine Group |
Troy , Mich . |
1,002.56 |
-14.98% |
0.38 |
-14.85% |
-0.15% |
308 |
SPC Financial |
Rockville , Md . |
1,000.15 |
-12.66% |
0.75 |
-20.00% |
9.17 % |
ASSET CATEGORY : $ 500 MILLION TO < $ 1 BILLION | |||||||
309 |
Delta Financial Group |
Basking Ridge , N . J . |
996.31 |
-7.43% |
1.34 |
-12.27% |
5.52 % |
310 |
Destiny Wealth Partners |
Tavares , Fla . |
986.97 |
-4.29% |
1.04 |
-9.81% |
6.13 % |
311 |
Wedmont Private Capital |
West Chester , Pa . |
984.07 |
96.29 % |
4.58 |
18.69 % |
65.38 % |
312 |
BFSG |
Irvine , Calif . |
976.97 |
-11.56% |
1.24 |
-16.49% |
5.91 % |
313 |
Agili |
Richmond , Va . |
972.54 |
-8.81% |
2.79 |
-15.87% |
8.39 % |
314 |
CJM Wealth Advisers |
Falls Church , Va . |
970.25 |
-12.21% |
1.14 |
-16.23% |
4.80 % |
315 |
Virtue Capital Management |
Brentwood , Tenn . |
941.39 |
-12.14% |
0.12 |
-25.68% |
18.21 % |
316 |
Janiczek Wealth Management |
Denver , Colo . |
940.87 |
-4.50% |
5.53 |
-10.12% |
6.25 % |
317 |
Cadinha & Co . |
Honolulu , Hawaii |
939.35 |
-10.78% |
1.36 |
-11.43% |
0.73 % |
318 |
Regatta Capital Group |
El Segundo , Calif . |
931.43 |
2.71 % |
0.93 |
-4.90% |
8.00 % |
319 |
Retirement Investment Advisors |
Oklahoma City , Okla . |
929.85 |
-17.82% |
0.70 |
-22.85% |
6.52 % |
320 |
Petersen Hastings Investment Management |
Kennewick , Wash . |
927.09 |
-8.36% |
0.99 |
-14.26% |
6.87 % |
321 |
Delegate Advisors |
Chapel Hill , N . C . |
902.44 |
-4.68% |
20.99 |
-13.54% |
10.26 % |
322 |
Moisand Fitzgerald Tamayo |
Orlando , Fla . |
901.42 |
-2.23% |
1.13 |
-10.57% |
9.33 % |
323 |
NEIRG Wealth Management |
North Andover , Mass . |
899.33 |
-12.48% |
1.10 |
-10.24% |
-2.50% |
324 |
REDW Wealth |
Albuquerque , N . M . |
896.40 |
-6.15% |
2.33 |
5.83 % |
-11.32% |
325 |
Willis Johnson & Associates |
Houston , Texas |
894.23 |
-2.26% |
2.17 |
-11.75% |
10.75 % |
326 |
Total Wealth Planning |
Blue Ash , Ohio |
865.82 |
6.14 % |
1.55 |
-14.02% |
23.45 % |
327 |
MJP Wealth Advisors |
Farmington , Conn . |
864.38 |
-10.64% |
1.12 |
-19.63% |
11.19 % |
328 |
Apriem Advisors |
Irvine , Calif . |
862.06 |
-14.47% |
1.15 |
-18.35% |
4.75 % |
329 |
DiNuzzo Private Wealth |
Beaver , Pa . |
842.11 |
-9.40% |
1.03 |
-8.85% |
-0.61% |
330 |
Signet Financial Management |
Parsippany , N . J . |
839.65 |
-12.49% |
1.16 |
-15.99% |
4.17 % |
331 |
Halpern Financial |
Ashburn , Va . |
828.83 |
-90.40% |
2.72 |
-90.74% |
3.74 % |
332 |
Austin Private Wealth |
Austin , Texas |
823.11 |
-3.58% |
0.72 |
-15.25% |
13.78 % |
333 |
Spectrum Wealth Management |
Indianapolis , Ind . |
810.00 |
-17.10% |
3.51 |
-17.10% |
0.00 % |
334 |
Evermay Wealth Management |
Arlington , Va . |
799.52 |
8.51 % |
1.91 |
-8.10% |
18.08 % |
335 |
Lake Street |
Chicago , Ill . |
796.37 |
-9.58% |
1.47 |
-12.09% |
2.85 % |
336 |
Financial Advisory Corporation |
Grand Rapids , Mich . |
795.72 |
-6.86% |
3.39 |
-13.20% |
7.31 % |
337 |
Seasons of Advice Wealth Management |
New York , N . Y . |
789.28 |
-16.40% |
1.02 |
-18.67% |
2.79 % |
338 |
Abound Wealth Management |
Franklin , Tenn . |
787.15 |
-0.54% |
1.38 |
-24.48% |
31.71 % |
339 |
WPWealth |
Fort Worth , Texas |
779.27 |
-14.79% |
1.93 |
-18.59% |
4.66 % |
340 |
Stage Harbor Financial |
Needham , Mass . |
775.23 |
-7.03% |
2.54 |
-13.13% |
7.02 % |
341 |
HCM Wealth Advisors |
Cincinnati , Ohio |
771.84 |
-9.85% |
1.09 |
-11.51% |
1.87 % |
342 |
Glass Jacobson Wealth Advisors |
Owings MIlls , Md . |
770.08 |
10.97 % |
1.05 |
-17.27% |
34.12 % |
343 |
Yeske Buie |
San Francisco , Calif . |
767.66 |
-9.94% |
2.89 |
-11.63% |
1.92 % |
344 |
Rappaport Reiches Capital Management |
Skokie , Ill . |
765.00 |
2.68 % |
1.96 |
-14.43% |
20.00 % |
345 |
Southern Financial Group |
Birmingham , Ala . |
741.14 |
-11.49% |
0.60 |
-12.27% |
0.90 % |
346 |
WorthPointe |
San Diego , Calif . |
733.35 |
-10.24% |
1.29 |
-12.77% |
2.90 % |
347 |
Fermata Advisors |
Sonoma , Calif . |
733.00 |
47.78 % |
0.92 |
-26.11% |
100.00 % |
348 |
The Advisory Group of San Francisco |
San Francisco , Calif . |
730.00 |
-31.24% |
4.53 |
-31.67% |
0.63 % |
349 |
Socius Family Office |
Fort Lauderdale , Fla . |
728.19 |
-0.75% |
4.52 |
-4.45% |
3.87 % |
350 |
Omnia Family Wealth |
Aventura , Fla . |
722.10 |
6.52 % |
9.50 |
5.12 % |
1.33 % |
351 |
Aufman Associates |
Sewickley , Pa . |
716.06 |
-18.23% |
2.98 |
-17.21% |
-1.23% |
352 |
Ullmann Wealth Partners |
Jacksonville Beach , Fla . |
706.79 |
-7.64% |
1.72 |
-18.00% |
12.64 % |
353 |
Concentus Wealth Advisors |
Newtown Square , Pa . |
700.00 |
7.50 % |
2.46 |
3.73 % |
3.64 % |
354 |
Souders Financial Advisors |
Cincinnati , Ohio |
697.06 |
27.82 % |
0.77 |
27.82 % |
0.00 % |
355 |
Chemistry Wealth Management |
New York , N . Y . |
693.23 |
-3.04% |
1.41 |
-10.51% |
8.35 % |
* 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 . | |||||||