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The Fast Movers

Top fee-only RIAs ranked by growth in discretionary AUM

Click firm name for company profile and contact info

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Rank Firm name Website % change in discretionary assets, 2008-2010 Discretionary assets (3/31/10) Discretionary assets (12/31/2008) Discretionary accounts (3/31/10) Total assets (3/31/10)
        
1 Retirement Income Solutions Inc. risadvisory.com 6,928.5 $568.5M $8.1M 685 $568.5M
2 Evercore Wealth Management LLC evercorewealthmanagement.com 1,343.1 $1.5B $104.4M 445 $1.6B
3 Offit Capital Advisors offitcapital.com 309.4 $724.9M $177.1M 44 $4.2B
4 Strategic Capital Advisers Inc. scadv.com 238.7 $2.3B $678.1M 130 $2.5B
5 Hewins Financial Advisors LLC hewinsfinancial.com 216.1 $1.1B $334.0M 2,972 $2.0B
6 Meditron Asset Management LLC meditronglobal.com 138.1 $1.0B $420.0M 83 $1.0B
7 Filament LLC filamentadvisors.com 120.7 $502.7M $227.8M 141 $785.9M
8 Camden Capital Management LLC camdencapital.com 100.0 $500.0M $250.0M 399 $507.0M
9 Luminous Capital LLC luminouscap.com 94.3 $2.8B $1.5B 1,417 $3.1B
10 HM Capital Management LLC hmcapitalmanagement.com 90.1 $441.5M $232.2M 546 $1.0B
11 Crestwood Advisors LLC crestwoodadvisors.com 81.3 $514.4M $283.7M 174 $544.1M
12 Signature Financial Management Inc. sigfin.com 80.8 $1.5B $832.2M 678 $2.1B
13 Capstone Financial Advisors Inc. capstone-advisors.com 61.5 $533.3M $330.1M 223 $533.3M
14 Arcus Capital Partners LLC arcuscp.com 59.5 $555.0M $347.9M 372 $555.0M
15 The Mutual Fund Store mutualfundstore.com 52.4 $5.1B $3.3B 61,843 $5.1B
16 Alesco Advisors LLC alescoadvisors.com 51.0 $1.0B $674.5M 521 $1.0B
17 Mill Creek Capital Advisors LLC millcreekcap.com 48.9 $1.3B $875.7M 2,200 $1.5B
18 Azimuth Capital Management LLC azimuthcap.com 47.4 $457.5M $310.3M 410 $527.1M
19 SCS Capital Management LLC scsfinancial.com 42.6 $5.7B $4.7B 124 $6.7B
20 Heritage Financial Services Inc. heritagefinancial.net 42.5 $508.6M $356.9M 2,291 $508.6M
21 Brouwer & Janachowski LLC fundmastery.com 40.8 $846.4M $601.3M 988 $846.4M
22 Argos Wealth Advisors LLC argoswealth.com 39.2 $479.9M $344.7M 1,197 $479.9M
23 Smith Shellnut Wilson ssw1776.com 37.7 $497.6M $361.3M 325 $1.4B
24 Silver Bridge silverbridgeadv.com 36.6 $1.6B $1.2B 1,240 $1.6B
25 Cypress Wealth Advisors cypresswealth.com 35.2 $436.1M $322.5M 153 $454.4M
26 Altfest Personal Wealth Management altfest.com 34.2 $554.5M $413.3M 1,543 $559.0M
27 Bloom Asset Management Inc. bloomassetmanagement.com 33.7 $684.6M $512.0M 3,950 $684.6M
28 Evensky & Katz LLC evenskykatz.com 33.7 $587.0M $439.0M 1,078 $594.5M
29 Private Ocean privateocean.com 33.6 $599.1M $448.4M 1,396 $657.9M
30 Whitnell & Co. whitnell.com 32.9 $494.4M $372.1M 229 $806.6M
31 Abacus Wealth Partners abacuswealth.com 32.8 $597.7M $450.0M 1,817 $609.3M
32 Stack Financial Management Inc. stackfinancialmanagement.com 31.5 $441.8M $336.1M 705 $441.8M
33 BSW Wealth Partners bsw.com 31.0 $550.0M $420.0M 1,487 $552.7M
34 Adviser Investments adviserinvestments.com 30.6 $1.1B $873.0M 4,520 $1.1B
35 Durbin Bennett Peterson Private Wealth Management LLC dbpaustin.com 29.8 $543.2M $418.6M 576 $551.2M
36 Bridgewater Advisors Inc. bridgewateradv.com 29.7 $792.5M $610.8M 1,465 $792.5M
37 Acropolis Investment Management LLC acrinv.com 28.6 $507.4M $394.5M 1,186 $768.4M
38 Aureus Asset Management LLC aureus-asset.com 28.6 $485.4M $377.5M 168 $485.4M
39 Capital Performance Advisors LLP cpacapital.com 27.8 $666.6M $521.5M 2,371 $667.9M
40 Brightworth LLC brightworth.com 27.0 $691.1M $544.0M 941 $691.1M
41 HFM Wealth Management hfmonline.com 26.3 $569.6M $450.9M 114 $569.6M
42 Cabot Money Management Inc. ecabot.com 25.8 $438.6M $348.6M 1,522 $444.5M
43 Arlington Partners LLC arlingtonpartners.com 24.2 $552.7M $445.0M 651 $1.5B
44 Parsons Capital Management Inc. parsonscapital.com 23.6 $699.7M $566.2M 1,095 $714.7M
45 Marquette Asset Management marquetteam.com 22.9 $797.3M $648.9M 394 $797.3M
46 Argent Wealth Management Inc. argentwm.com 22.8 $450.1M $366.5M 1,320 $450.1M
47 Patriot Wealth Management Inc. patriotwealth.com 22.1 $621.7M $509.1M 795 $621.7M
48 GenSpring Family Offices LLC genspring.com 22.0 $10.9B $9.0B 3,823 $16.9B
49 Sargent Bickham Lagudis LLC sargentbickham.com 21.7 $644.7M $530.0M 299 $731.9M
50 Westmount Asset Management Inc. westmount.com 21.7 $1.0B $850.6M 2,500 $1.0B
51 Price Wealth Management Inc. pricewealth.com 21.5 $626.0M $515.1M 16 $668.9M
52 myCIO Wealth Partners LLC myciowp.com 20.3 $1.5B $1.3B 1,766 $4.3B
53 Chesley Taft & Associates LLC chesleytaft.com 20.2 $566.4M $471.2M 657 $640.0M
54 Buckingham Asset Management LLC investmentadvisornow.com 12.2 $1.7B $1.5B 4,181 $1.8B
55 Granite Investment Advisors Inc. graniteinvestmentadvisors.com N/A $480.1M 455 $484.0M
56 Globe Wealth Advisors No website N/A $474.6M 46 $474.6M

*Data for SCS Capital Management LLC as reported to the SEC by April 1, 2010.

Methodology RIA Database ranked RIA firms by growth in discretionary assets under management based on the following criteria:

1. Firms with discretionary assets under management of at least $436.1 million as defined by the Securities and Exchange Commission and reported as of March 31, 2010.
2. Growth in discretionary assets under management of 20% or more from Dec. 31, 2008 to March 31, 2010 as reported to and defined by the SEC.
3. Greater than 50% of their business must serve the retail marketplace.
4. They must provide financial planning services, portfolio management for individuals, or conduct due diligence on third-party advisers.
5. They must not be doing business as a broker-dealer, bank or insurance company.
6. They must not charge commissions, or have registered representative employees at the firm.
7. A dominant portion of their business must not be invested in proprietary products.


Source: RIADatabase.com