FA Magazine July/August 2024 | Page 41

Firms with more than $ 500 million in AUM .

1 Mayflower Advisors Boston , Mass . 958 4,675.58 275.98 % 212.40 % 2 Compound Planning New York , N . Y . 2,165 1,395.95 224.78 % 110.77 % 3 Rebalance Bethesda , Md . 592 1,312.75 113.45 % 129.31 % 4 Pathstone Englewood , N . J . 1,897 48,013.14 93.32 % 57.65 % 5 Axxcess Wealth Management Carlsbad , Calif . 10,739 6,470.76 90.34 % -12.57 % 6 The Wealth Consulting Group Las Vegas , Nev . 13,479 5,194.18 85.78 % 2.09 % 7 Modera Wealth Management Westwood , N . J . 5,701 12,532.44 84.28 % -13.02 % 8 Savant Wealth Management Rockford , Ill . 16,294 24,397.51 81.70 % 7.40 % 9 Falcon Wealth Planning Ontario , Calif . 1,423 825.83 80.92 % -13.67 % 10 AlphaCore Wealth Advisory San Diego , Calif . 1,330 2,441.97 63.07 % 36.71 % 11 Shorepoint Capital Partners Norwood , Mass . 485 736.23 56.32 % 24.09 % 12 Chicago Capital Chicago , Ill . 682 3,525.46 56.14 % 35.08 % 13 Kovitz Investment Group Partners ‡ Chicago , Ill . 2,432 11,290.75 54.80 % 42.01 % 14 Sikich Financial Springfield , Ill . 747 749.06 54.01 % 108.44 % 15 Cerity Partners New York , N . Y . 28,288 80,573.11 51.08 % -39.50 % 16 Waverly Advisors Birmingham , Ala . 4,200 8,313.80 50.86 % -4.20 % 17 Courier Capital Buffalo , N . Y . 2,222 2,862.98 50.84 % -42.84 % 18 Lido Advisors Los Angeles , Calif . 7,084 19,656.37 50.02 % -0.40 % 19 Clearstead Cleveland , Ohio 1,501 15,321.61 49.80 % 14.17 % 20 Vance Wealth Santa Clarita , Calif . 348 670.81 49.49 % 31.01 % 21 Elser Financial Planning Indianapolis , Ind . 375 2,060.45 49.32 % 36.58 % 22 Titleist Asset Management San Antonio , Texas 1,772 1,401.80 45.94 % 29.39 % 23 Catalyst Financial Partners †† Boston , Mass . 214 795.25 45.31 % -5.62 % 24 Perigon Wealth Management San Francisco , Calif . 3,744 6,940.95 43.69 % 34.25 % 25 Shuster Advisory Group Pasadena , Calif . 308 6,284.27 43.37 % 10.32 % 26 F . L . Putnam Investment Management Co . Lynnfield , Mass . 2,058 6,168.01 43.35 % 16.53 % 27 Choate Investment Advisors Boston , Mass . 629 7,496.94 42.67 % -13.13 % 28 Magnus Financial Group New York , N . Y . 998 1,608.20 42.35 % 0.84 % 29 Mission Wealth Management Santa Barbara , Calif . 2,943 7,072.96 42.15 % 15.20 % 30 Fairway Wealth Management Independence , Ohio 275 2,347.11 42.04 % 37.39 % 31 Prosperity Capital Advisors Westlake , Ohio 4,668 2,419.65 41.30 % 17.93 % 32 AE Wealth Management ‡ Topeka , Kan . 98,196 27,082.62 40.70 % 21.68 % 33 Fiducient Advisors Chicago , Ill . 632 55,897.06 39.67 % 41.00 % 34 Pure Financial Advisors ‡ San Diego , Calif . 4,174 6,292.81 36.78 % 16.27 % 35 Van Hulzen Asset Management El Dorado Hills , Calif . 2,463 1,993.82 36.11 % 21.74 % 36 Adams Wealth Advisors Logan , Utah 685 603.49 35.99 % 25.47 % 37 SAX Wealth Advisors Parsippany , N . J . 942 1,739.46 35.08 % 31.06 % 38 Callan Family Office Radnor , Pa . 33 4,767.78 34.65 % 91.77 % 39 Wealthspire Advisors § New York , N . Y . 9,119 25,269.23 34.61 % 11.54 % 40 Beacon Pointe Advisors Newport Beach , Calif . 15,000 31,279.96 34.56 % 25.59 % 41 CW Advisors Boston , Mass . 2,422 6,920.41 34.52 % 26.19 % 42 Clune & Associates Chicago , Ill . 216 582.69 34.35 % 25.64 % 43 Creative Planning Overland Park , Kan . 72,184 175,271.68 34.28 % 17.76 % 44 Carson Group Omaha , Neb . 49,024 26,774.39 34.25 % 22.81 % 45 Robertson Stephens Wealth Management San Francisco , Calif . 1,196 4,932.27 33.52 % 16.10 % 46 Mercer Advisors Denver , Colo . 30,900 45,350.20 33.34 % 22.98 % 47 Abound Wealth Management Franklin , Tenn . 663 1,065.31 33.15 % 14.27 % 48 Curi RMB Capital Chicago , Ill . 2,568 8,474.06 33.01 % 30.84 %

49 PDS Planning Dublin , Ohio 599 1,390.06 32.95 % 32.06 % 50 Evermay Wealth Management ‡ Arlington , Va . 512 1,062.57 32.90 % 8.50 %

* Discretionary and nondiscretionary AUM can be found in FA ’ s online version and Form ADV . § AUM and client numbers are as of 12 / 31 / 23 for Wealthspire Advisors and its subsidiaries , separately registered investment advisors and subsidiary companies of NFP , an Aon company . ‡ AUM as of 3 / 24 as reported on latest ADV form . †† AUM as of 2 / 24 as reported on latest ADV form .

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