FA Magazine July/August 2024 | Page 46

150 IFG Advisory Atlanta , Ga . 3,252.39 28.42 % 0.41 14.02 % 12.63 % 151 CM Wealth Advisors Beachwood , Ohio 3,236.59 8.45 % 15.71 3.71 % 4.57 % 152 Sage Financial Group Conshohocken , Pa . 3,213.48 30.21 % 3.22 23.68 % 5.27 % 153 Halbert Hargrove Global Advisors Long Beach , Calif . 3,162.31 15.62 % 3.72 9.49 % 5.60 % 154 GenTrust Miami , Fla . 3,151.76 12.46 % 10.72 4.43 % 7.69 % 155 Lake Street Advisors Portsmouth , N . H . 3,108.81 7.63 % 33.43 1.84 % 5.68 % 156 GM Advisory Group Melville , N . Y . 3,046.09 21.13 % 4.57 6.22 % 14.04 % 157 Henssler Financial Kennesaw , Ga . 3,005.73 13.88 % 1.72 1.39 % 12.32 % 158 MCF Advisors Covington , Ky . 2,885.13 24.02 % 2.97 11.01 % 11.72 % 159 Courier Capital Buffalo , N . Y . 2,862.98 50.84 % 1.29 -42.84 % 163.90 % 160 The Welch Group Birmingham , Ala . 2,759.78 9.42 % 2.06 -0.23 % 9.67 % 161 Gratus Capital Atlanta , Ga . 2,744.84 30.52 % 2.55 20.59 % 8.23 % 162 Larson Financial Group Saint Louis , Mo . 2,744.80 17.51 % 0.40 6.76 % 10.07 % 163 FAS Wealth Partners Leawood , Kan . 2,696.82 25.11 % 1.89 16.06 % 7.79 % 164 Donaldson Capital Management Evansville , Ind . 2,677.44 15.87 % 1.69 7.90 % 7.38 % 165 Morton Wealth Calabasas , Calif . 2,645.04 11.24 % 2.33 8.60 % 2.43 % 166 Schneider Downs Wealth Mgmt . Advisors Pittsburgh , Pa . 2,614.78 20.22 % 3.37 14.95 % 4.58 % 167 Bogart Wealth McLean , Va . 2,613.81 17.92 % 1.96 8.29 % 8.89 % 168 Anchor Capital Advisors Boston , Mass . 2,613.55 -2.63 % 2.47 0.60 % -3.20 % 169 Wealthcare Capital Management Richmond , Va . 2,579.94 -11.55 % 0.56 -19.23 % 9.50 % 170 Marcum Wealth Cleveland , Ohio 2,576.38 26.40 % 0.86 13.76 % 11.11 % 171 Inspire Investing Meridian , Idaho 2,562.23 26.12 % 5.45 28.80 % -2.08 % 172 Stoker Ostler Wealth Advisors Scottsdale , Ariz . 2,556.15 21.09 % 1.98 8.80 % 11.29 % 173 Capital Wealth Advisors Naples , Fla . 2,531.72 16.24 % 1.61 -1.62 % 18.15 % 174 MONTAG Wealth Management Atlanta , Ga . 2,507.02 -0.30 % 7.08 -1.71 % 1.43 % 175 Team Hewins Redwood City , Calif . 2,501.85 15.10 % 4.96 -2.26 % 17.76 % 176 Heritage Financial Services Westwood , Mass . 2,499.71 29.46 % 2.07 22.27 % 5.89 % 177 CoreCap Advisors Southfield , Mich . 2,467.49 26.07 % 0.28 3.62 % 21.66 % 178 Summitry Foster City , Calif . 2,450.70 23.23 % 2.18 23.67 % -0.35 % 179 AlphaCore Wealth Advisory San Diego , Calif . 2,441.97 63.07 % 1.84 36.71 % 19.28 % 180 GHP Investment Advisors Denver , Colo . 2,436.58 22.77 % 2.18 14.20 % 7.51 % 181 Retirement Income Solutions Ann Arbor , Mich . 2,421.76 12.86 % 1.91 12.51 % 0.32 % 182 Prosperity Capital Advisors Westlake , Ohio 2,419.65 41.30 % 0.52 17.93 % 19.82 % 183 Chesley , Taft & Associates Chicago , Ill . 2,403.80 16.73 % 6.26 12.47 % 3.78 % 184 Birch Hill Investment Advisors Boston , Mass . 2,389.32 15.73 % 12.44 12.11 % 3.23 % 185 Credent Wealth Management Auburn , Ind . 2,386.98 13.67 % 0.88 11.06 % 2.34 % 186 CPS Investment Advisors Lakeland , Fla . 2,353.43 18.37 % 0.70 22.85 % -3.65 % 187 Fairway Wealth Management Independence , Ohio 2,347.11 42.04 % 8.53 37.39 % 3.38 % 188 BLB & B Advisors Montgomeryville , Pa . 2,298.18 22.31 % 1.72 17.28 % 4.29 % 189 Lutz Financial Omaha , Neb . 2,279.04 31.62 % 2.82 21.52 % 8.31 % 190 Certified Advisory Corp . Altamonte Springs , Fla . 2,272.75 18.25 % 0.94 12.28 % 5.32 % 191 Foster & Motley Cincinnati , Ohio 2,266.42 15.55 % 2.77 12.16 % 3.03 % 192 McKinley Carter Wealth Services Wheeling , W . Va . 2,260.99 18.69 % 1.23 18.63 % 0.05 % 193 SFMG Wealth Advisors Plano , Texas 2,248.72 19.30 % 2.54 17.68 % 1.37 % 194 SJS Investment Services Sylvania , Ohio 2,239.27 10.37 % 2.47 9.39 % 0.89 % 195 Zemenick & Walker St Louis , Mo . 2,234.38 14.05 % 9.12 7.53 % 6.06 % 196 Parcion Private Wealth Bellevue , Wash . 2,193.32 25.66 % 7.67 10.72 % 13.49 % 197 Osborne Partners Capital Management San Francisco , Calif . 2,169.81 8.58 % 3.10 2.06 % 6.39 % 198 West Financial Services McLean , Va . 2,162.44 13.89 % 2.43 16.58 % -2.31 % 199 Obermeyer Wood Investment Counsel Aspen , Colo . 2,140.74 13.45 % 3.57 3.99 % 9.09 %

* 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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