FA Magazine July/August 2024 | Page 43

50 Freestone Capital Management Seattle , Wash . 9,527.80 15.89 % 3.64 1.73 % 13.93 % 51 Valeo Financial Advisors Carmel , Ind . 8,944.54 25.91 % 4.22 10.35 % 14.10 % 52 Brookstone Capital Management Wheaton , Ill . 8,842.57 17.68 % 0.25 13.05 % 4.09 % 53 TAG Associates New York , N . Y . 8,711.24 7.93 % 79.19 7.93 % 0.00 % 54 Forum Financial Management Lombard , Ill . 8,531.28 21.78 % 1.61 15.07 % 5.83 % 55 Curi RMB Capital Chicago , Ill . 8,474.06 33.01 % 3.30 30.84 % 1.66 % 56 Bartlett Wealth Management Cincinnati , Ohio 8,441.11 21.47 % 3.59 21.16 % 0.26 % 57 Johnson Wealth Milwaukee , Wis . 8,435.97 8.90 % 3.35 -33.17 % 62.95 % 58 Ferguson Wellman Capital Management Portland , Ore . 8,394.14 17.47 % 8.48 11.90 % 4.98 % 59 Waverly Advisors Birmingham , Ala . 8,313.80 50.86 % 1.98 -4.20 % 57.48 % 60 Tolleson Private Wealth Management Dallas , Texas 8,223.00 8.30 % 40.31 12.01 % -3.32 % 61 Summit Financial Parsippany , N . J . 8,015.77 23.79 % 1.34 -10.01 % 37.56 % 62 Welch & Forbes Boston , Mass . 7,909.33 16.13 % 12.26 45.30 % -20.07 % 63 Conrad Siegel Investment Advisors Harrisburg , Pa . 7,774.91 11.27 % 16.44 2.33 % 8.74 % 64 Coldstream Wealth Management Bellevue , Wash . 7,578.71 16.63 % 3.46 39.37 % -16.32 % 65 Choate Investment Advisors Boston , Mass . 7,496.94 42.67 % 11.92 -13.13 % 64.23 % 66 Advisors Capital Management Ridgewood , N . J . 7,440.04 32.82 % 0.59 10.38 % 20.32 % 67 Cornerstone Advisors Asset Management Bethlehem , Pa . 7,416.50 11.73 % 16.09 13.19 % -1.28 % 68 Altair Advisers Chicago , Ill . 7,386.49 22.82 % 19.14 15.82 % 6.04 % 69 SignatureFD Atlanta , Ga . 7,245.75 17.88 % 4.09 12.15 % 5.10 % 70 Parallel Advisors San Francisco , Calif . 7,076.38 23.97 % 1.97 19.45 % 3.79 % 71 Mission Wealth Management Santa Barbara , Calif . 7,072.96 42.15 % 2.40 15.20 % 23.40 % 72 Cary Street Partners Financial §§ Richmond , Va . 6,977.34 26.57 % 1.33 15.81 % 9.29 % 73 Perigon Wealth Management San Francisco , Calif . 6,940.95 43.69 % 1.85 34.25 % 7.03 % 74 Caprock Boise , Idaho 6,921.60 16.92 % 21.83 7.33 % 8.93 % 75 CW Advisors Boston , Mass . 6,920.41 34.52 % 2.86 26.19 % 6.60 % 76 Greenspring Advisors Towson , Md . 6,896.37 14.94 % 5.49 9.91 % 4.58 % 77 Joel Isaacson & Co . New York , N . Y . 6,894.33 16.63 % 5.66 15.86 % 0.66 % 78 Bradley , Foster & Sargent Hartford , Conn . 6,848.52 21.67 % 3.99 17.49 % 3.56 % 79 Heck Capital Advisors Rhinelander , Wis . 6,656.17 18.43 % 5.41 11.40 % 6.31 % 80 Plancorp St . Louis , Mo . 6,479.68 6.61 % 4.24 8.42 % -1.67 % 81 Axxcess Wealth Management Carlsbad , Calif . 6,470.76 90.34 % 0.60 -12.57 % 117.70 % 82 Pure Financial Advisors ‡ San Diego , Calif . 6,292.81 36.78 % 1.51 16.27 % 17.64 % 83 Shuster Advisory Group Pasadena , Calif . 6,284.27 43.37 % 20.40 10.32 % 29.96 % 84 F . L . Putnam Investment Management Co . Lynnfield , Mass . 6,168.01 43.35 % 3.00 16.53 % 23.01 % 85 GYL Financial Synergies West Hartford , Conn . 6,069.34 30.61 % 2.98 -1.51 % 32.62 % 86 Bailard Foster City , Calif . 5,810.26 14.30 % 6.30 25.21 % -8.71 % 87 Simon Quick Advisors Morristown , N . J . 5,752.89 12.71 % 7.62 5.40 % 6.94 % 88 Zhang Financial Portage , Mich . 5,728.07 28.30 % 2.97 18.52 % 8.25 % 89 WMS Partners Towson , Md . 5,659.72 9.79 % 12.15 9.32 % 0.43 % 90 Ingalls & Snyder New York , N . Y . 5,595.89 17.62 % 1.36 25.45 % -6.24 % 91 HBKS Wealth Advisors Erie , Pa . 5,570.27 11.59 % 0.80 -9.55 % 23.37 % 92 JMG Financial Group Downers Grove , Ill . 5,416.00 20.33 % 3.49 12.74 % 6.74 % 93 Gradient Investments Arden Hills , Minn . 5,268.16 20.39 % 0.24 11.56 % 7.92 % 94 First Foundation Advisors Irvine , Calif . 5,249.95 5.76 % 3.14 -2.97 % 9.00 % 95 Iron Capital Advisors Atlanta , Ga . 5,221.99 23.60 % 30.54 25.04 % -1.16 % 96 The Wealth Consulting Group Las Vegas , Nev . 5,194.18 85.78 % 0.39 2.09 % 81.98 % 97 Fort Pitt Capital Group Pittsburgh , Pa . 5,156.03 19.83 % 1.56 17.86 % 1.66 % 98 Badgley Phelps Wealth Managers Seattle , Wash . 5,126.26 21.87 % 4.94 7.42 % 13.46 % 99 Alesco Advisors Pittsford , N . Y . 5,123.11 8.98 % 9.80 4.40 % 4.39 %

* 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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