FA Magazine July/August 2024 | Page 42

ASSET CATEGORY : $ 1 BILLION AND OVER 1 CAPTRUST Raleigh , N . C . 852,173.05 18.07 % 26.78 -5.41 % 24.83 % 2 Edelman Financial Engines Boston , Mass . 270,770.41 11.90 % 0.21 13.62 % -1.52 % 3 SageView Advisory Group Newport Beach , Calif . 202,573.50 29.52 % 44.42 25.04 % 3.59 % 4 Creative Planning Overland Park , Kan . 175,271.68 34.28 % 2.43 17.76 % 14.03 % 5 Corient ‡‡ Miami , Fla . 155,700.00 17.07 % N / A N / A N / A 6 Hightower Advisors Chicago , Ill . 130,239.34 23.77 % 2.49 4.26 % 18.71 % 7 Mariner Wealth Advisors Overland Park , Kan . 81,106.93 12.29 % 2.03 2.32 % 9.75 % 8 Cerity Partners New York , N . Y . 80,573.11 51.08 % 2.85 -39.50 % 149.74 % 9 Fort Washington Investment Advisors Cincinnati , Ohio 79,457.68 11.85 % 146.87 6.68 % 4.84 % 10 Wealth Enhancement Advisory Services Plymouth , Minn . 72,024.61 27.72 % 1.20 5.89 % 20.62 % 11 CIBC Private Wealth , US Atlanta , Ga . 57,308.55 12.14 % 6.13 15.46 % -2.88 % 12 Fiducient Advisors Chicago , Ill . 55,897.06 39.67 % 88.44 41.00 % -0.94 % 13 Pathstone Englewood , N . J . 48,013.14 93.32 % 25.31 57.65 % 22.62 % 14 Mercer Advisors Denver , Colo . 45,350.20 33.34 % 1.47 22.98 % 8.42 % 15 Kayne Anderson Rudnick Investment Mgmt . Los Angeles , Calif . 41,186.29 22.83 % 1.47 16.72 % 5.24 % 16 Moneta St . Louis , Mo . 37,481.64 22.28 % 5.08 13.82 % 7.43 % 17 Silvercrest Asset Management Group New York , N . Y . 33,280.64 15.14 % 39.86 15.97 % -0.71 % 18 Beacon Pointe Advisors Newport Beach , Calif . 31,279.96 34.56 % 2.09 25.59 % 7.14 % 19 AE Wealth Management ‡ Topeka , Kan . 27,082.62 40.70 % 0.28 21.68 % 15.63 % 20 Buckingham Strategic Wealth Saint Louis , Mo . 27,027.68 22.41 % 1.92 16.08 % 5.46 % 21 Carson Group Omaha , Neb . 26,774.39 34.25 % 0.55 22.81 % 9.32 % 22 Wealthspire Advisors § New York , N . Y . 25,269.23 34.61 % 2.77 11.54 % 20.69 % 23 Savant Wealth Management Rockford , Ill . 24,397.51 81.70 % 1.50 7.40 % 69.18 % 24 Evoke Advisors ** Los Angeles , Calif . 23,665.26 -5.11 % 28.11 -8.04 % 3.19 % 25 The Colony Group Boston , Mass . 21,472.65 13.73 % 3.10 11.32 % 2.17 % 26 1919 Investment Counsel Baltimore , Md . 21,255.59 22.31 % 5.80 3.38 % 18.30 % 27 Lido Advisors Los Angeles , Calif . 19,656.37 50.02 % 2.77 -0.40 % 50.63 % 28 Plante Moran Financial Advisors Southfield , Mich . 19,432.09 16.06 % 5.45 12.51 % 3.16 % 29 Allworth Financial Folsom , Calif . 19,313.70 29.79 % 0.84 10.04 % 17.95 % 30 MAI Capital Management Cleveland , Ohio 19,251.36 22.05 % 2.34 4.95 % 16.30 % 31 Johnson Investment Counsel Cincinnati , Ohio 18,609.06 14.07 % 3.79 9.38 % 4.29 % 32 Oxford Financial Group Carmel , Ind . 18,201.05 16.76 % 25.93 18.26 % -1.27 % 33 Newport Capital Group Red Bank , N . J . 16,521.22 12.65 % 77.56 21.64 % -7.39 % 34 Choreo ‡ Rockford , Ill . 16,030.87 31.51 % 2.26 16.16 % 13.21 % 35 Clearstead Cleveland , Ohio 15,321.61 49.80 % 10.21 14.17 % 31.21 % 36 Homrich Berg Atlanta , Ga . 15,199.30 21.32 % 3.79 11.73 % 8.58 % 37 Aspiriant Los Angeles , Calif . 14,659.63 13.03 % 6.52 10.52 % 2.27 % 38 WE Family Offices Coral Gables , Fla . 13,909.42 15.37 % 128.79 13.23 % 1.89 % 39 myCIO Wealth Partners Philadelphia , Pa . 12,968.14 8.00 % 14.54 4.73 % 3.12 % 40 Appleton Partners Boston , Mass . 12,842.31 5.79 % 1.79 3.02 % 2.69 % 41 Modera Wealth Management Westwood , N . J . 12,532.44 84.28 % 2.20 -13.02 % 111.85 % 42 Evercore Wealth Management New York , N . Y . 12,271.57 16.46 % 17.00 15.82 % 0.56 % 43 Mason Investment Advisory Services Reston , Va . 12,155.27 20.42 % 12.34 15.16 % 4.56 % 44 IRA Group Atlanta , Ga . 11,497.96 26.70 % 39.38 10.21 % 14.96 % 45 Kovitz Investment Group Partners ‡ Chicago , Ill . 11,290.75 54.80 % 4.64 42.01 % 9.01 % 46 Williams Jones Wealth Management New York , N . Y . 10,568.31 13.33 % 7.26 7.96 % 4.98 % 47 The Mather Group Chicago , Ill . 10,508.54 20.53 % 2.41 11.68 % 7.92 % 48 Gresham Partners Chicago , Ill . 10,381.70 8.97 % 87.98 11.74 % -2.48 % 49 CV Advisors Aventura , Fla . 9,678.32 15.01 % 82.72 8.13 % 6.36 %

* Average assets per client relationship . ** AUM is the combined totals for Evoke Advisors and Advanced Research Investment Solutions ( merged as of 5 / 2020 ). † AUM based on fiscal year end 5 / 31 / 23 . †† AUM as of 2 / 24 as reported on latest ADV form . ‡ AUM as of 3 / 24 as reported on latest ADV form . ‡‡ AUM includes assets managed by Corient , and firms in which Corient has an investment . Not all assets are considered regulatory assets as defined in their 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 . §§ Cary Street Partners Financial is the parent company to Cary Street Partners Investment Advisory .

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