FA Magazine July/August 2025 | Page 42

156 Chesley, Taft & Associates Chicago, Ill. 2,794.83 16.27 % 7.08 13.03 % 2.86 % 157 BLBB Advisors Montgomeryville, Pa. 2,739.76 19.21 % 1.81 5.21 % 13.31 % 158 GHP Investment Advisors Denver, Colo. 2,723.13 11.76 % 2.28 4.55 % 6.90 % 159 Greenwich Wealth Management Greenwich, Conn. 2,710.65 23.96 % 9.41 38.16 %-10.28 % 160 Stokes Family Office New Orleans, La. 2,685.45 28.06 % 3.85 22.19 % 4.80 % 161 Retirement Income Solutions Ann Arbor, Mich. 2,656.77 9.70 % 2.10 9.62 % 0.08 % 162 CPS Investment Advisors Lakeland, Fla. 2,656.29 12.87 % 0.81 16.45 %-3.08 % 163 Birch Hill Investment Advisors Boston, Mass. 2,654.30 11.09 % 13.97 12.26 %-1.04 % 164 Fairway Wealth Management Independence, Ohio 2,606.59 10.61 % 8.90 4.19 % 6.16 % 165 Winthrop Wealth Boston, Mass. 2,600.89 42.07 % 1.23-9.47 % 56.93 % 166 West Financial Services McLean, Va. 2,574.62 19.06 % 2.80 15.30 % 3.26 % 167 Foster & Motley Cincinnati, Ohio 2,537.32 11.95 % 3.11 16.20 %-3.66 % 168 Parcion Private Wealth Bellevue, Wash. 2,531.53 15.42 % 17.70 2.51 % 12.60 % 169 SJS Investment Services Sylvania, Ohio 2,526.31 12.82 % 2.54 2.73 % 9.82 % 170 SFMG Wealth Advisors Plano, Texas 2,524.71 12.27 % 2.81 10.77 % 1.35 % 171 Red Door Wealth Management Memphis, Tenn. 2,520.52 40.70 % 3.11 17.25 % 20.00 % 172 Berger Financial Group Plymouth, Minn. 2,500.00 47.06 % 0.83 91.18 %-23.08 % 173 Kingswood Wealth Advisors San Diego, Calif. 2,470.94 154.90 % 0.27 N / A N / A 174 Bedel Financial Consulting Indianapolis, Ind. 2,470.73 15.60 % 2.22 12.79 % 2.48 % 175 Capstone Financial Advisors Downers Grove, Ill. 2,441.94 15.37 % 3.75 7.04 % 7.78 % 176 Sax Wealth Advisors Parsippany, N. J. 2,440.85 40.32 % 2.03 9.70 % 27.92 % 177 Zemenick & Walker St. Louis, Mo. 2,429.56 8.74 % 9.49 4.06 % 4.49 % 178 RTD Financial Philadelphia, Pa. 2,381.63 12.48 % 3.21 6.56 % 5.56 % 179 CFS Investment Advisory Services Totowa, N. J. 2,372.44 13.03 % 4.13 10.08 % 2.68 % 180 Baltimore Washington Financial Advisors Columbia, Md. 2,371.00 27.34 % 1.75 14.99 % 10.74 % 181 Osborne Partners Capital Management San Francisco, Calif. 2,358.84 8.71 % 3.23 3.95 % 4.58 % 182 Legacy Wealth Management Memphis, Tenn. 2,358.68 14.88 % 1.67 9.77 % 4.66 % 183 Smith Salley Wealth Management Greensboro, N. C. 2,344.19-23.43 % 2.28-33.71 % 15.52 % 184 Colter Lewis Investment Partners Greenwich, Conn. 2,320.93 18.34 % 20.36-3.46 % 22.58 % 185 LVW Advisors Pittsford, N. Y. 2,281.80 6.73 % 4.45 1.53 % 5.12 % 186 IPI Wealth Management Decatur, Ill. 2,248.99 4.73 % 0.52 3.02 % 1.65 % 187 Duncan Williams Asset Management Memphis, Tenn. 2,163.09 111.64 % 1.10-35.52 % 228.21 % 188 Foster Victor Greenville, S. C. 2,153.07 27.37 % 1.34 17.18 % 8.70 % 189 Boulay Financial Advisors Eden Prairie, Minn. 2,126.76 13.81 % 1.78 8.76 % 4.64 % 190 RZH Advisors Stamford, Conn. 2,121.08 23.46 % 5.01 18.50 % 4.19 % 191 Diversified Wilmington, Del. 2,041.48 31.39 % 1.19 13.53 % 15.73 % 192 Condor Capital Wealth Management Martinsville, N. J. 1,996.41 39.65 % 2.50 44.72 %-3.50 % 193 LBMC Investment Advisors Brentwood, Tenn. 1,953.86 7.65 % 3.96 4.82 % 2.70 % 194 Sather Financial Group Victoria, Texas 1,948.91 13.09 % 3.99 10.54 % 2.31 % 195 Abacus Planning Group Columbia, S. C. 1,899.04 12.93 % 6.25 6.61 % 5.92 % 196 Traphagen Investment Advisors Oradell, N. J. 1,898.21 24.20 % 0.97 11.43 % 11.46 % 197 DT Investment Partners Chadds Ford, Pa. 1,887.96 24.37 % 2.00 16.47 % 6.79 % 198 Albion Financial Group Salt Lake City, Utah 1,858.12 16.30 % 2.46 18.46 %-1.82 % 199 ProVise Management Group Clearwater, Fla. 1,804.31-3.89 % 1.53 16.50 %-17.50 % 200 PDS Planning Dublin, Ohio 1,792.29 28.94 % 2.95 27.24 % 1.34 % 201 Segment Wealth Management Houston, Texas 1,756.99 24.60 % 7.64 22.43 % 1.77 % 202 Conservest Capital Advisors Wynnewood, Pa. 1,742.87 1.98 % 5.85-1.10 % 3.11 % 203 Fiduciary Pension Partners Westfield, N. J. 1,709.79 34.68 % 12.21 15.44 % 16.67 % 204 Cahaba Wealth Management Atlanta, Ga. 1,641.23 9.68 % 1.93-13.03 % 26.11 % 205 Aveo Capital Partners Englewood, Colo. 1,636.81 8.17 % 1.12 0.45 % 7.68 % 206 Altfest Personal Wealth Management New York, N. Y. 1,622.51 2.77 % 2.70 1.06 % 1.69 % 207 Azzad Asset Management Falls Church, Va. 1,616.06 8.28 % 1.07 11.50 %-2.88 %

* 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.

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