FA Magazine July/August 2024 | Page 47

200 LVW Advisors Pittsford , N . Y . 2,137.89 10.55 % 4.38 5.80 % 4.50 % 201 RTD Financial Advisors Philadelphia , Pa . 2,117.41 10.02 % 3.14 8.39 % 1.50 % 202 CFS Investment Advisory Services Totowa , N . J . 2,098.97 16.97 % 3.75 14.88 % 1.82 % 203 Stokes Family Office New Orleans , La . 2,096.97 21.07 % 3.15 13.07 % 7.07 % 204 Guyasuta Investment Advisors Pittsburgh , Pa . 2,074.13 14.30 % 4.46 6.18 % 7.64 % 205 Elser Financial Planning Indianapolis , Ind . 2,060.45 49.32 % 5.49 36.58 % 9.33 % 206 Legacy Wealth Management Memphis , Tenn . 2,053.16 15.45 % 1.52 11.86 % 3.21 % 207 Glassman Wealth Services Vienna , Va . 2,053.02 14.02 % 5.87 4.25 % 9.38 % 208 Stonebridge Capital Advisors Saint Paul , Minn . 2,033.81 15.53 % 1.46 54.32 % -25.13 % 209 Veris Wealth Partners San Francisco , Calif . 2,018.91 12.61 % 6.01 8.25 % 4.02 % 210 Van Hulzen Asset Management El Dorado Hills , Calif . 1,993.82 36.11 % 0.81 21.74 % 11.80 % 211 Main Street Research Sausalito , Calif . 1,891.35 10.76 % 2.14 8.38 % 2.19 % 212 ProVise Management Group Clearwater , Fla . 1,877.34 16.14 % 1.31 14.52 % 1.41 % 213 Boulay Financial Advisors † Minneapolis , Minn . 1,868.74 -1.47 % 1.63 3.70 % -4.99 % 214 LBMC Investment Advisors Brentwood , Tenn . 1,808.52 11.39 % 3.68 10.48 % 0.82 % 215 Red Door Wealth Management Memphis , Tenn . 1,791.41 24.09 % 2.65 13.97 % 8.87 % 216 Fairview Capital Investment Management Greenbrae , Calif . 1,754.90 13.88 % 7.50 10.48 % 3.08 % 217 Cornerstone Advisory Hunt Valley , Md . 1,741.87 14.90 % 1.76 -8.17 % 25.13 % 218 SAX Wealth Advisors Parsippany , N . J . 1,739.46 35.08 % 1.85 31.06 % 3.06 % 219 California Financial Advisors San Ramon , Calif . 1,739.37 16.74 % 1.17 3.50 % 12.79 % 220 Sather Financial Group Victoria , Texas 1,734.32 -1.70 % 3.64 -2.94 % 1.27 % 221 Pinnacle Advisors Mansfield , Ohio 1,728.53 7.40 % 1.81 6.50 % 0.84 % 222 Condor Capital Wealth Management Martinsville , N . J . 1,704.72 19.25 % 2.13 7.77 % 10.65 % 223 Berger Financial Group Plymouth , Minn . 1,700.00 21.43 % 0.57 21.43 % 0.00 % 224 Abacus Planning Group Columbia , S . C . 1,681.63 11.56 % 5.72 13.83 % -2.00 % 225 Beaird Harris Wealth Management Dallas , Texas 1,674.19 9.95 % 2.31 7.52 % 2.26 % 226 Ensemble Capital Management San Francisco , Calif . 1,662.68 17.84 % 5.62 24.21 % -5.13 % 227 Magnus Financial Group New York , N . Y . 1,608.20 42.35 % 1.61 0.84 % 41.16 % 228 Narwhal Capital Management Marietta , Ga . 1,583.45 15.75 % 5.09 -10.67 % 29.58 % 229 Smith Anglin Financial Dallas , Texas 1,571.43 26.21 % 1.25 18.96 % 6.09 % 230 Diversified Wilmington , Del . 1,553.77 20.48 % 1.05 14.13 % 5.56 % 231 Diversified Portfolios Bloomfield Hills , Mich . 1,546.54 23.38 % 2.60 14.05 % 8.18 % 232 Austin Asset Austin , Texas 1,539.33 21.63 % 3.51 19.69 % 1.62 % 233 Patriot Investment Management Group Knoxville , Tenn . 1,529.31 8.09 % 0.91 22.17 % -11.52 % 234 Traphagen Investment Advisors Oradell , N . J . 1,528.33 32.67 % 0.87 29.51 % 2.44 % 235 Aveo Capital Partners Englewood , Colo . 1,513.25 15.11 % 1.12 18.77 % -3.08 % 236 Azzad Asset Management Falls Church , Va . 1,492.42 21.74 % 0.96 19.24 % 2.09 % 237 TrinityPoint Wealth Milford , Conn . 1,416.98 15.69 % 1.25 1.88 % 13.55 % 238 Woodmont Investment Counsel Nashville , Tenn . 1,410.52 13.04 % 3.36 10.08 % 2.69 % 239 Segment Wealth Management Houston , Texas 1,410.13 20.36 % 6.24 11.30 % 8.13 % 240 Titleist Asset Management San Antonio , Texas 1,401.80 45.94 % 0.79 29.39 % 12.79 % 241 Compound Planning New York , N . Y . 1,395.95 224.78 % 0.64 110.77 % 54.09 % 242 PDS Planning Dublin , Ohio 1,390.06 32.95 % 2.32 32.06 % 0.67 % 243 R | W Investment Management Eagle , Idaho 1,380.80 19.57 % 1.76 22.16 % -2.12 % 244 TFC Financial Management Boston , Mass . 1,375.86 12.17 % 3.49 7.33 % 4.51 % 245 Wealthstream Advisors New York , N . Y . 1,347.24 25.32 % 3.31 24.70 % 0.49 % 246 3EDGE Asset Management Naples , Fla . 1,327.94 -0.36 % 1.73 2.24 % -2.54 % 247 Rebalance Bethesda , Md . 1,312.75 113.45 % 2.22 129.31 % -6.92 % 248 Nottingham Advisors Amherst , N . Y . 1,301.01 -7.33 % 0.82 -7.03 % -0.32 % 249 Valley National Advisers Bethlehem , Pa . 1,297.64 14.91 % 0.46 -7.75 % 24.56 %

* 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 .

JULY / AUGUST 2024 | FINANCIAL ADVISOR MAGAZINE | 43