FA Magazine July/August 2026 | Page 32

SPONSORED BY

&

ASSET CATEGORY: 1 BILLION AND OVER 1 CAPTRUST Raleigh, N. C. 1,236,704.85 14.19 % 29.62 0.76 % 13.33 % 2 Edelman Financial Engines Boston, Mass. 326,285.24 11.40 % 0.26 15.89 %-3.88 % 3 Creative Planning Overland Park, Kan. 295,568.60 35.96 % 2.95 15.03 % 18.19 % 4 Hightower Advisors Chicago, Ill. 195,785.22 18.80 % 3.24 8.80 % 9.20 % 5 Focus Partners Wealth St. Louis, Mo. 181,862.00 89.66 % 2.91 6.26 % 78.48 % 6 Cerity Partners New York, N. Y. 161,680.00 31.61 % 3.35 3.03 % 27.74 % 7 Wealth Enhancement Advisory Services Plymouth, Minn. 122,186.73 29.12 % 1.56 16.52 % 10.81 % 8 Pathstone Englewood, N. J. 110,295.87 9.81 % 49.15 8.58 % 1.13 % 9 Fiducient Advisors Chicago, Ill. 97,541.53 44.21 % 141.57 39.60 % 3.30 % 10 Mercer Advisors Denver, Colo. 84,396.89 40.06 % 2.11 15.05 % 21.74 % 11 Cresset Chicago, Ill. 78,936.26 50.34 % 18.51 7.92 % 39.30 % 12 MAI Capital Management † Cleveland, Ohio 68,573.13 133.54 % 4.50 90.35 % 22.69 % 13 CIBC Private Wealth Advisors Atlanta, Ga. 67,840.28 11.01 % 7.42 21.97 %-8.99 % 14 Beacon Pointe Advisors Newport Beach, Calif. 54,872.53 75.42 % 1.84 29.11 % 35.87 % 15 Moneta St. Louis, Mo. 50,536.19 18.09 % 5.52 3.37 % 14.24 % 16 Lido Advisors Los Angeles, Calif. 42,504.97 46.16 % 3.08-5.58 % 54.80 % 17 Kayne Anderson Rudnick Investment Mgmt. Los Angeles, Calif. 39,356.57-13.49 % 1.59-4.05 %-9.84 % 18 Savant Wealth Management Rockford, Ill. 38,128.45 31.19 % 1.89 8.89 % 20.47 % 19 First Manhattan Co. New York, N. Y. 38,086.10 10.59 % 13.36 6.71 % 3.64 % 20 BBR Partners New York, N. Y. 36,493.20 17.05 % 179.77 7.25 % 9.14 % 21 Wealthspire New York, N. Y. 34,322.98 17.15 % 3.04 12.37 % 4.25 % 22 Clearstead Advisors ‡‡ Cleveland, Ohio 33,880.03 39.46 % 6.33 24.95 % 11.61 % 23 Allworth Financial Folsom, Calif. 33,554.01 33.70 % 1.08 24.04 % 7.79 % 24 Steward Partners Stamford, Conn. 33,515.65 24.72 % 0.69-28.60 % 74.66 % 25 HB Wealth Atlanta, Ga. 30,158.40 62.22 % 5.86 33.54 % 21.48 % 26 Waverly Advisors Birmingham, Ala. 29,781.07 84.63 % 2.18 36.02 % 35.74 % 27 Silvercrest Asset Management Group New York, N. Y. 28,327.99-1.80 % 34.05-2.27 % 0.48 % 28 The Baldwin Group Wealth Advisors Tampa, Fla. 27,276.20 29.62 % 11.58 45.85 %-11.13 % 29 AlTi Tiedemann Global New York, N. Y. 26,516.88 7.12 % 60.54 7.85 %-0.68 % 30 Summit Rock Advisors New York, N. Y. 26,176.16 21.85 % 534.21 19.36 % 2.08 % 31 1919 Investment Counsel Baltimore, Md. 26,036.17 8.55 % 9.37 7.22 % 1.24 % 32 United Capital Financial Advisors Irving, Texas 24,646.77 43.20 % 0.96 27.37 % 12.43 % 33 Oxford Financial Group Carmel, Ind. 23,330.85 18.73 % 33.47 15.66 % 2.65 % 34 Johnson Investment Counsel Cincinnati, Ohio 22,984.97 10.12 % 4.20 3.16 % 6.75 % 35 RWA Wealth Partners Boston, Mass. 19,795.29 14.72 % 3.24 15.43 %-0.62 % 36 Choreo Rockford, Ill. 19,138.75 4.97 % 2.73 4.97 % 0.00 % 37 Modera Wealth Management Westwood, N. J. 17,678.21 13.98 % 2.80 10.33 % 3.31 % 38 Mason Investment Advisory Services Reston, Va. 15,671.43 18.68 % 16.46 38.38 %-14.23 % 39 Evercore Wealth Management New York, N. Y. 15,515.91 11.64 % 19.64 6.27 % 5.05 % 40 Investment Research & Advisory Group Atlanta, Ga. 15,416.74 16.81 % 50.22 8.06 % 8.10 % 41 Ballentine Partners Waltham, Mass. 15,314.33 27.58 % 44.26 22.78 % 3.90 % 42 CW Advisors Boston, Mass. 15,224.53 63.67 % 2.33-17.55 % 98.51 % 43 CV Advisors Aventura, Fla. 15,083.67 17.33 % 99.23-2.74 % 20.63 % 44 Freestone Capital Management Seattle, Wash. 14,540.83 26.51 % 4.67 16.00 % 9.06 % 45 CLA Wealth Advisors Minneapolis, Minn. 14,426.64 17.03 % 1.95 10.70 % 5.71 % 46 Coldstream Bellevue, Wash. 13,925.24 33.11 % 3.17 14.39 % 16.37 % 47 Mission Wealth Management Santa Barbara, Calif. 13,912.13 38.79 % 3.74 35.65 % 2.31 % 48 Gresham Partners Chicago, Ill. 13,802.53 18.47 % 108.68 14.74 % 3.25 % 49 The Mather Group Chicago, Ill. 13,446.39 14.83 % 2.70 0.44 % 14.32 % 50 Valeo Financial Advisors Carmel, Ind. 12,958.68 21.79 % 4.26 21.59 % 0.16 % 51 Brookstone Capital Management Wheaton, Ill. 12,750.13 22.49 % 0.30 19.00 % 2.93 %

* Average assets per client relationship. ** Cary Street Partners Investment Advisory is the parent company to Cary Street Partners Investment Advisory. † 2025 AUM is for MAI Capital Management and Evoke Advisors, a wholly owned, affiliated RIA. †† AUM is for FMB Wealth Management and FMB Retirement Services. ‡ Firm started in 2025. ‡‡ 2025 AUM is as of 1 / 2026. § 2025 AUM is as of 2 / 2026. §§ 2025 AUM is as of 3 / 2026. ¶ 2025 AUM is as of 4 / 2026. ¶¶ AUM is for Laird Norton Wetherby Wealth Management and LNW Wealth Management( merged December 2025).

28 | FINANCIAL ADVISOR MAGAZINE | JULY / AUGUST 2026 WWW. FA-MAG. COM