FA Magazine July/August 2025 | Page 45

259 Christopher Weil & Company San Diego, Calif. 913.48 16.82 % 1.73 17.26 %-0.38 % 260 Mitchell Capital Management Leawood, Kan. 905.40 18.71 % 2.87 10.04 % 7.88 % 261 WorthPointe San Diego, Calif. 885.56 20.76 % 1.74 21.94 %-0.97 % 262 CapSouth Wealth Management Dothan, Ala. 884.37 15.92 % 2.16 19.04 %-2.62 % 263 REDW Wealth Albuquerque, N. M. 880.87-12.32 % 2.05-10.28 %-2.28 % 264 Goodman Financial Corporation Houston, Texas 864.94 23.81 % 2.99 8.39 % 14.23 % 265 Schnieders Capital Management Pasadena, Calif. 864.42 19.23 % 3.68 26.84 %-6.00 % 266 Aufman Associates Sewickley, Pa. 863.22 6.78 % 3.48 3.34 % 3.33 % 267 Blankinship & Foster Solana Beach, Calif. 862.15 10.48 % 2.85 11.21 %-0.66 % 268 Omnia Family Wealth Aventura, Fla. 859.18 13.05 % 5.30-4.40 % 18.25 % 269 BlueSky Wealth Advisors ** New Bern, N. C. 849.83 16.39 % 2.43 16.05 % 0.29 % 270 Keller Wealth Advisors Victoria, Texas 824.73 17.17 % 1.53 11.73 % 4.86 % 271 Rainey & Randall Wealth Advisors Celebration, Fla. 820.42 14.23 % 2.71 11.21 % 2.71 % 272 William Mack & Associates Troy, Mich. 820.39 8.69 % 0.84-5.50 % 15.02 % 273 First Affirmative Financial Network Colorado Springs, Colo. 809.55 9.16 % 0.35 12.01 %-2.54 % 274 Asset Management Group Stamford, Conn. 804.48 0.00 % 3.04 0.75 %-0.75 % 275 Insight Wealth Partners Plano, Texas 789.96 13.36 % 0.84 6.36 % 6.58 % 276 Frisch Financial Group Melville, N. Y. 789.66 9.55 % 1.42 4.05 % 5.28 % 277 PJ Schmidt Investment Management Cedarburg, Wis. 787.27 9.66 % 1.63 5.11 % 4.33 % 278 Leisure Capital Management Costa Mesa, Calif. 778.66 10.62 % 2.41 6.51 % 3.86 % 279 Briaud Financial Advisors College Station, Texas 775.33 9.97 % 2.79 7.60 % 2.21 % 280 High Net Worth Advisory Group Naples, Fla. 769.85 18.68 % 1.82 15.59 % 2.67 % 281 Morling Financial Advisors Fremont, Calif. 755.72 24.50 % 2.09 17.61 % 5.87 % 282 Birchwood Financial Partners Edina, Minn. 746.55-87.35 % 1.50-89.73 % 23.21 % 283 Optas Capital Austin, Texas 741.35 16.99 % 4.55 1.20 % 15.60 % 284 Walkner Condon Financial Advisors Madison, Wis. 732.82 15.68 % 1.09 7.97 % 7.14 % 285 NBC Capital Advisors Beaverton, Ore. 710.55 26.06 % 0.84 18.64 % 6.25 % 286 Adams Wealth Advisors Logan, Utah 709.06 17.49 % 0.99 14.22 % 2.87 % 287 JVL Wealth Strategies Wyoming, Mich. 672.45 21.67 % 3.89 6.20 % 14.57 % 288 Hopwood Financial Services Reston, Va. 666.56 21.62 % 2.39 14.64 % 6.08 % 289 Gradient Capital Advisors San Diego, Calif. 637.52 16.67 % 1.38 7.60 % 8.43 % 290 Clune & Associates Chicago, Ill. 630.13 8.14 % 2.83 5.23 % 2.76 % 291 Asio Capital Lexington, Ky. 621.54 24.42 % 2.32 15.13 % 8.06 % 292 Diesslin Group Fort Worth, Texas 621.33 6.15 % 2.58 1.75 % 4.33 % 293 Wilsey Asset Management San Diego, Calif. 621.18 21.55 % 0.73 21.12 % 0.35 % 294 Financial Management Strategies Broadview Hts., Ohio 619.53 14.30 % 0.37 21.85 %-6.19 % 295 NorthCape Wealth Management Williamsville, N. Y. 614.52 8.65 % 0.97 2.50 % 6.00 % 296 Manske Wealth Management Houston, Texas 608.49 18.54 % 1.27 8.14 % 9.61 % 297 Optima Asset Management Dallas, Texas 607.14 1.35 % 4.98 3.02 %-1.61 % 298 Sensible Money Scottsdale, Ariz. 603.67 17.11 % 2.17 8.26 % 8.17 % 299 Palumbo Wealth Management Great Neck, N. Y. 600.02 61.57 % 2.27 41.98 % 13.79 % 300 Dash Investments Woodland Hills, Calif. 600.00 53.85 % 1.33 2.56 % 50.00 % 301 Trinity Financial Advisors Columbus, Ohio 580.44 19.10 % 3.28 16.41 % 2.31 % 302 Pathview Wealth Advisors San Diego, Calif. 579.62 6.33 % 1.46-0.38 % 6.74 % 303 von Borstel & Associates The Dalles, Ore. 576.36 14.26 % 1.32 21.30 %-5.81 % 304 Sandbox Financial Partners Bethesda, Md. 575.17 24.03 % 1.28 7.50 % 15.38 % 305 WJ Interests Sugar Land, Texas 553.00 14.26 % 2.44 9.73 % 4.13 % 306 Aspen Wealth Management Fort Worth, Texas 509.58 38.50 % 1.55 20.76 % 14.69 % 307 Alpha Financial Advisors Charlotte, N. C. 503.10 13.23 % 2.01 15.05 %-1.57 %

* 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.

TO SEE FIRMS WITH UNDER $ 500 MILLION IN AUM THAT PARTICIPATED IN THE SURVEY, VISIT WWW. FA-MAG. COM / RESEARCH / RIA-SURVEY.

JULY / AUGUST 2025 | FINANCIAL ADVISOR MAGAZINE | 43