FA Magazine July/August 2025 | Page 36

Firms with more than $ 500 million in AUM.

1 Focus Partners Wealth Boston, Mass. 34,999 95,889.89 346.57 %-28.75 % 2 Fortis Capital Advisors Prairie Village, Kan. 1,217 1,034.89 226.50 % 17.24 % 3 Kovitz Investment Group Partners § Chicago, Ill. 11,970 31,731.80 181.04 %-42.31 % 4 Kingswood Wealth Advisors San Diego, Calif. 9,055 2,470.94 154.90 % N / A 5 Compound Planning New York City, N. Y. 2,352 3,025.36 116.72 % 99.49 % 6 Duncan Williams Asset Management Memphis, Tenn. 1,966 2,163.09 111.64 %-35.52 % 7 Pathstone Englewood, N. J. 2,129 100,444.14 108.14 % 85.46 % 8 Confluence Financial Partners McMurray, Pa. 2,022 5,454.18 78.50 % 28.01 % 9 Arista Wealth Management Las Vegas, Nev. 443 1,028.54 65.57 % 43.52 % 10 Palumbo Wealth Management Great Neck, N. Y. 264 600.02 61.57 % 41.98 % 11 Waverly Advisors Birmingham, Ala. 10,085 16,130.19 60.37 %-33.21 % 12 Clearstead Advisors Cleveland, Ohio 4,797 24,294.18 58.56 %-50.39 % 13 CliftonLarsonAllen Wealth Advisors Minneapolis, Minn. 7,000 12,327.82 54.53 % 45.70 % 14 Dash Investments Woodland Hills, Calif. 450 600.00 53.85 % 2.56 % 15 Virtue Capital Management Brentwood, Tenn. 7,455 1,208.39 53.45 % 25.79 % 16 Cerity Partners New York, N. Y. 37,741 122,848.69 52.47 % 14.28 % 17 Prosperity Capital Advisors ¶¶ Westlake, Ohio 7,096 3,684.97 52.29 % 0.18 % 18 MAI Capital Management Cleveland, Ohio 12,411 29,060.28 50.95 %-0.01 % 19 Klingman & Associates New York, N. Y. 661 4,836.52 47.60 % 37.55 % 20 Berger Financial Group Plymouth, Minn. 3,000 2,500.00 47.06 % 91.18 % 21 Larson Financial Group St. Louis, Mo. 18,000 4,032.74 46.92 % 14.27 % 22 Caprock Boise, Idaho 408 10,149.33 46.63 % 13.93 % 23 Heck Capital Advisors Rhinelander, Wis. 1,160 9,670.50 45.29 % 54.05 % 24 Robertson Stephens Wealth Management San Francisco, Calif. 2,053 7,139.38 44.75 %-15.68 % 25 Perigon Wealth Management San Francisco, Calif. 4,961 6,940.95 43.69 % 8.47 % 26 Financial Synergies Wealth Advisors Houston, Texas 838 1,566.37 43.55 % 34.30 % 27 Winthrop Wealth Boston, Mass. 2,117 2,600.89 42.07 %-9.47 % 28 Mission Wealth Management Santa Barbara, Calif. 3,632 10,024.06 41.72 % 14.84 % 29 Red Door Wealth Management Memphis, Tenn. 810 2,520.52 40.70 % 17.25 % 30 Falcon Wealth Planning Ontario, Calif. 1,950 1,159.54 40.41 % 8.01 % 31 Sax Wealth Advisors Parsippany, N. J. 1,205 2,440.85 40.32 % 9.70 % 32 Callan Family Office Radnor, Pa. 47 6,669.55 39.89 % 63.70 % 33 Credent Wealth Management Auburn, Ind. 3,437 3,338.00 39.84 % 10.18 % 34 Condor Capital Wealth Management Martinsville, N. J. 800 1,996.41 39.65 % 44.72 % 35 AE Wealth Management ** Topeka, Kan. 114,837 37,525.71 38.56 % 17.78 % 36 Aspen Wealth Management Fort Worth, Texas 328 509.58 38.50 % 20.76 % 37 AlTi Tiedemann Global New York, N. Y. 436 29,043.17 38.47 % 29.57 % 38 Coldstream Wealth Management Bellevue, Wash. 3,769 10,461.13 38.03 %-19.80 % 39 Versant Capital Management Phoenix, Ariz. 540 1,239.09 37.60 % 23.59 % 40 Evolution Wealth Advisors Aventura, Fla. 356 1,310.13 37.58 % 15.94 % 41 Team Hewins Redwood City, Calif. 531 3,433.22 37.23 % 30.25 % 42 Composition Wealth Los Angeles, Calif. 2,950 6,714.19 37.14 %-2.23 % 43 Premier Path Wealth Partners Madison, N. J. 752 1,104.98 35.67 % N / A 44 Fiduciary Pension Partners Westfield, N. J. 140 1,709.79 34.68 % 15.44 % 45 CW Advisors Boston, Mass. 3,296 9,301.98 34.41 %-1.23 % 46 True North Advisors Dallas, Texas 763 4,478.25 34.03 % 0.83 % 47 Creative Planning † Overland Park, Kan. 107,690 234,610.38 33.86 %-5.51 % 48 CAPTRUST Financial Advisors Raleigh, N. C. 36,839 1,083,051.01 33.68 % 15.46 % 49 Performance Wealth Hinsdale, Ill. 832 3,387.12 32.99 % 19.08 % 50 Mercer Advisors Denver, Colo. 32,800 60,256.27 32.87 % 25.44 %

** 2024 AUM is as of 2 / 2025. † AUM represents all assets of Creative Planning Holding Company, which includes Creative Planning and United Capital. § 2024 AUM is as March 2025. ¶¶ C2P Capital Advisor Group doing business as Prosperity Capital Advisors.

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