FA Magazine July/August 2025 | Page 43

208 Financial Synergies Wealth Advisors Houston, Texas 1,566.37 43.55 % 1.87 34.30 % 6.89 % 209 First Pacific Financial Vancouver, Wash. 1,512.12 18.38 % 1.27-0.66 % 19.16 % 210 Weatherly Asset Management Del Mar, Calif. 1,469.51 18.78 % 3.94 15.59 % 2.75 % 211 Willis Johnson & Associates Houston, Texas 1,419.97 21.62 % 2.75 9.83 % 10.73 % 212 Rollins Financial Advisors Atlanta, Ga. 1,382.59 30.02 % 1.38 26.12 % 3.09 % 213 Destiny Wealth Partners Tavares, Fla. 1,353.00 24.93 % 1.57 35.08 %-7.51 % 214 MJP Wealth Advisors Farmington, Conn. 1,319.06 24.84 % 1.59 22.29 % 2.09 % 215 Evolution Wealth Advisors Aventura, Fla. 1,310.13 37.58 % 3.68 15.94 % 18.67 % 216 Tanglewood Total Wealth Management Houston, Texas 1,305.38 8.17 % 3.06 11.46 %-2.95 % 217 BigSur Wealth Management Miami, Fla. 1,302.66 6.28 % 52.11-2.22 % 8.70 % 218 MG & A Wealth Plantation, Fla. 1,300.00 18.18 % 3.25 3.41 % 14.29 % 219 CJM Wealth Advisers Falls Church, Va. 1,285.17 14.99 % 1.21-8.38 % 25.50 % 220 Archford Capital Strategies Swansea, Ill. 1,278.99 31.65 % 1.53 20.28 % 9.45 % 221 Petersen Hastings Wealth Advisors Kennewick, Wash. 1,278.12 13.76 % 1.13 2.40 % 11.09 % 222 Retirement Investment Advisors Oklahoma City, Okla. 1,268.29 14.30 % 0.92 10.49 % 3.45 % 223 Sargent Investment Group Bethesda, Md. 1,267.67 22.61 % 3.29 14.01 % 7.54 % 224 Pinkerton Wealth Coeur d’ Alene, Idaho 1,253.82 18.23 % 1.60 13.41 % 4.26 % 225 Sheets Smith Wealth Management Winston-Salem, N. C. 1,244.35 16.70 % 3.03 1.94 % 14.48 % 226 Versant Capital Management Phoenix, Ariz. 1,239.09 37.60 % 2.29 23.59 % 11.34 % 227 Acorn Financial Advisory Services Reston, Va. 1,234.54 11.21 % 2.01-1.08 % 12.43 % 228 Apriem Advisors Irvine, Calif. 1,229.15 17.10 % 1.27 3.07 % 13.62 % 229 Virtue Capital Management Brentwood, Tenn. 1,208.39 53.45 % 0.16 25.79 % 21.99 % 230 WealthCrossing ††† Richmond, Va. 1,203.98 6.09 % 4.76 9.87 %-3.44 % 231 Salomon & Ludwin Richmond, Va. 1,200.00-25.00 % 2.70-5.41 %-20.71 % 232 The Planning Center Moline, Ill. 1,186.88 9.10 % 1.29 10.41 %-1.19 % 233 Total Wealth Planning Cincinnati, Ohio 1,178.15 11.63 % 1.59 7.28 % 4.06 % 234 Falcon Wealth Planning Ontario, Calif. 1,159.54 40.41 % 0.59 8.01 % 30.00 % 235 Moisand Fitzgerald Tamayo Orlando, Fla. 1,150.57 11.86 % 1.30 8.06 % 3.52 % 236 Fermata Advisors Sonoma, Calif. 1,145.26 17.60 % 0.52-7.28 % 26.83 % 237 Aspen Capital Management Boise, Idaho 1,130.63 11.94 % 3.77-2.98 % 15.38 % 238 Rappaport Reiches Capital Management Skokie, Ill. 1,130.00 21.51 % 2.66 14.36 % 6.25 % 239 Premier Path Wealth Partners Madison, N. J. 1,104.98 35.67 % 1.47 N / A N / A 240 Absher Wealth Management Chapel Hill, N. C. 1,088.62 16.42 % 2.42 9.95 % 5.88 % 241 Ullmann Wealth Partners Jacksonville Beach, Fla. 1,074.43 22.50 % 2.33 17.45 % 4.30 % 242 Vision Capital Management Portland, Ore. 1,073.00 5.30 % 1.80 2.65 % 2.58 % 243 Hemington Wealth Management Falls Church, Va. 1,057.60 18.24 % 2.61 97.07 %-40.00 % 244 Buffington Mohr McNeal ‡‡‡ Boise, Idaho 1,050.22 15.19 % 1.64 5.29 % 9.40 % 245 Stansberry Asset Management Westlake, Texas 1,049.02 19.82 % 1.11 11.72 % 7.25 % 246 Woodard & Co. Asset Management Group Bermuda Run, N. C. 1,039.00 14.05 % 0.76 13.55 % 0.44 % 247 Fortis Capital Advisors Prairie Village, Kan. 1,034.89 226.50 % 0.85 17.24 % 178.49 % 248 Chemistry Wealth Management New York, N. Y. 1,033.47 22.04 % 1.95 13.52 % 7.51 % 249 Inspire Advisors Meridian, Idaho 1,033.38 23.71 % 0.29 2.35 % 20.88 % 250 Arista Wealth Management Las Vegas, Nev. 1,028.54 65.57 % 2.32 43.52 % 15.36 % 251 Catalyst Financial Partners Boston, Mass. 1,021.91 23.52 % 3.12-26.19 % 67.35 % 252 DiNuzzo Private Wealth Beaver, Pa. 1,012.89 7.02 % 1.26 8.08 %-0.99 % ASSET CATEGORY: $ 500 MILLION TO < $ 1 BILLION 253 Great Lakes Retirement Sheffield Village, Ohio 962.64 23.91 % 0.54 23.41 % 0.40 % 254 Lake Street Private Wealth Chicago, Ill. 961.80-3.90 % 1.87 5.81 %-9.17 % 255 Financial Advisors Network Tustin, Calif. 954.00 19.10 % 1.28 7.48 % 10.81 % 256 Southern Financial Group Birmingham, Ala. 936.12 9.51 % 0.83 7.95 % 1.44 % 257 Fi3 Financial Advisors Indianapolis, Ind. 928.44 17.28 % 3.84 6.13 % 10.50 % 258 Sikich Financial Springfield, Ill. 920.00 22.82 % 0.74 0.46 % 22.26 %

* 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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