FA Magazine July/August 2025 | Page 40

104 TFO Wealth Partners Maumee, Ohio 4,852.79 23.40 % 2.96 20.25 % 2.63 % 105 Klingman & Associates New York, N. Y. 4,836.52 47.60 % 7.32 37.55 % 7.31 % 106 Mayflower Advisors Boston, Mass. 4,779.43 2.22 % 4.67-4.37 % 6.89 % 107 Moran Wealth Management Naples, Fla. 4,743.61 11.17 % 2.33 1.45 % 9.58 % 108 Klingenstein Fields Advisors New York, N. Y. 4,737.30 3.21 % 9.59 8.85 %-5.18 % 109 Constellation Wealth Advisors Cincinnati, Ohio 4,661.73 19.53 % 18.21 16.73 % 2.40 % 110 TCI Wealth Advisors Tucson, Ariz. 4,527.18 10.64 % 1.43 3.47 % 6.94 % 111 Advance Capital Management Southfield, Mich. 4,504.45 11.95 % 0.64 10.43 % 1.38 % 112 True North Advisors Dallas, Texas 4,478.25 34.03 % 5.87 0.83 % 32.93 % 113 Chicago Capital Chicago, Ill. 4,477.49 27.00 % 5.92 14.57 % 10.85 % 114 Baker Tilly Wealth Management Madison, Wis. 4,425.86-7.80 % 7.43 49.59 %-38.37 % 115 Hamilton Capital Columbus, Ohio 4,381.86 3.84 % 1.53 1.02 % 2.80 % 116 Brownson, Rehmus & Foxworth Chicago, Ill. 4,270.99 6.08 % 16.55 5.25 % 0.78 % 117 Palisade Capital Management Fort Lee, N. J. 4,225.94-0.41 % 2.16 0.81 %-1.21 % 118 Sowell Management North Little Rock, Ark. 4,223.38 27.88 % 0.40 0.00 % 27.88 % 119 Heritage Investors Management Corp. § Bethesda, Md. 4,180.78 14.11 % 5.48 13.81 % 0.26 % 120 TFO Family Office Partners Phoenix, Ariz. 4,167.48 8.98 % 14.27-3.34 % 12.74 % 121 Mainstay Capital Management Grand Blanc, Mich. 4,167.23 12.10 % 1.21 15.84 %-3.23 % 122 Clifford Swan Investment Counselors Pasadena, Calif. 4,143.00 7.67 % 4.42 8.36 %-0.64 % 123 Larson Financial Group St. Louis, Mo. 4,032.74 46.92 % 0.22 14.27 % 28.57 % 124 Finaccess Advisors Miami, Fla. 4,021.35-0.63 % 39.04-2.56 % 1.98 % 125 JFS Wealth Advisors Hermitage, Pa. 4,005.13 18.17 % 1.79 13.36 % 4.24 % 126 IFG Advisory Atlanta, Ga. 3,972.45 22.14 % 0.46 11.92 % 9.13 % 127 Bragg Financial Advisors Charlotte, N. C. 3,904.37 14.03 % 9.88 16.05 %-1.74 % 128 Sand Hill Global Advisors Palo Alto, Calif. 3,880.43 12.68 % 7.08 10.42 % 2.05 % 129 Greenspring Advisors Towson, Md. 3,775.32-45.26 % 2.91-46.90 % 3.10 % 130 Schechter Wealth Birmingham, Mich. 3,749.04 31.68 % 4.48 13.57 % 15.95 % 131 Wescott Financial Advisory Group Philadelphia, Pa. 3,725.00 10.08 % 6.77 5.07 % 4.76 % 132 Accredited Investors Wealth Management Edina, Minn. 3,715.19 10.59 % 4.12-26.68 % 50.84 % 133 Prosperity Capital Advisors ¶¶ Westlake, Ohio 3,684.97 52.29 % 0.52 0.18 % 52.01 % 134 Sage Financial Group Conshohocken, Pa. 3,624.13 12.78 % 3.42 6.71 % 5.68 % 135 Foster Group West Des Moines, Iowa 3,543.00 9.40 % 1.93 9.46 %-0.05 % 136 Halbert Hargrove Global Advisors Long Beach, Calif. 3,516.42 11.20 % 3.79 3.18 % 7.77 % 137 Team Hewins Redwood City, Calif. 3,433.22 37.23 % 6.47 30.25 % 5.36 % 138 Henssler Financial Kennesaw, Ga. 3,403.22 13.22 % 1.94 13.22 % 0.00 % 139 Performance Wealth Hinsdale, Ill. 3,387.12 32.99 % 4.07 19.08 % 11.68 % 140 Capital Wealth Advisors ** Naples, Fla. 3,340.66 31.95 % 1.94 20.83 % 9.21 % 141 Credent Wealth Management Auburn, Ind. 3,338.00 39.84 % 0.97 10.18 % 26.92 % 142 MCF Advisors Lexington, Ky. 3,329.35 15.40 % 3.23 8.69 % 6.17 % 143 The Welch Group Birmingham, Ala. 3,212.01 16.39 % 2.35 14.00 % 2.09 % 144 Burney Company Reston, Va. 3,136.98 17.10 % 1.63 17.10 % 0.00 % 145 Certuity North Palm Beach, Fla. 3,100.03-21.75 % 6.33-7.54 %-15.37 % 146 Stoker Ostler Wealth Advisors Scottsdale, Ariz. 3,099.98 21.28 % 1.55-21.80 % 55.07 % 147 Heritage Financial Services Westwood, Mass. 3,063.94 15.13 % 2.45 10.99 % 3.73 % 148 FAS Wealth Partners Leawood, Kan. 3,058.86 14.57 % 2.05 8.42 % 5.67 % 149 Wealthcare Capital Management Richmond, Va. 3,030.88 3.90 % 0.60-5.43 % 9.87 % 150 Compound Planning New York City, N. Y. 3,025.36 116.72 % 1.29 99.49 % 8.64 % 151 AlphaCore Wealth Advisory La Jolla, Calif. 3,003.21 22.98 % 1.89 1.82 % 20.79 % 152 Bogart Wealth McLean, Va. 2,989.08 13.33 % 2.08 6.56 % 6.35 % 153 Morton Wealth Calabasas, Calif. 2,956.33 11.77 % 2.50 7.51 % 3.96 % 154 Schneider Downs Wealth Management Pittsburgh, Pa. 2,912.31 11.38 % 3.85 14.32 %-2.58 % 155 Inspire Investing Meridian, Idaho 2,856.92 11.50 % 5.55 3.92 % 7.29 %

* Average assets per client relationship. ** 2024 AUM is as of February 2025. † AUM represents all assets of Creative Planning Holding Company, which includes Creative Planning and United Capital. †† 2024 AUM is as November 2024. ‡‡ 2024 AUM are assets under advisement. § 2024 AUM is as March 2025. §§ Cary Street Partners Financial is the parent company to Cary Street Partners Investment Advisory. ¶ AUM includes assets managed by Corient, and firms in which Corient has an investment. Not all assets are considered regulatory assets as defined by their Form ADV. ¶¶ C2P Capital Advisor Group doing business as Prosperity Capital Advisors. ††† Formerly SBK Financial. ‡‡‡ TBFM dba Buffington Mohr McNeal. §§§ Firm started in January 2024.

38 | FINANCIAL ADVISOR MAGAZINE | JULY / AUGUST 2025 WWW. FA-MAG. COM