Numbers Game

Success stories: South

Top fee-only RIAs ranked by total assets under management

Dec 8, 2018 @ 6:00 am

By Ellie Zhu

Rank Firm Phone/website Total Discretionary Nondiscretionary Employees
assets ($M) accounts assets ($M) accounts assets ($M) accounts
1 Jasper Ridge Partners
201 Main Street, Suite 1000
Fort Worth, TX 76102
(817) 333-0027
jasperridge.com
$18,374.70 41 $17,715.40 36 $659.30 5 80
2 WE Family Offices
701 Brickell Avenue, Suite 2100
Miami, FL 33131
(305) 825-2225
wefamilyoffices.com
$7,344.20 71 $0.00 0 $7,344.20 71 48
3 CV Advisors
19495 Biscayne Boulevard, Suite 808
Aventura, FL 33180
(305) 358-5990
cv-advisors.com
$5,608.90 567 $559.50 105 $5,049.40 462 41
4 Signature Family Wealth Advisors
World Trade Center, 101 West Main Street, Suite 700
Norfolk, VA 23510
(757) 625-7670
signaturefamily-
$4,404.60 178 $4,404.60 178 $0.00 0 44
5 WMS Partners
Towson City Center, 1 Olympic Place, 8th Floor
Towson, MD 21204
(410) 337-7575
wmsfamilyoffice.com
$4,132.70 681 $3,009.00 490 $1,123.70 191 57
6 RGT Wealth Advisors
5950 Sherry Lane, Suite 600
Dallas, TX 75225
(214) 360-7000
rgtadvisors.com
$4,026.90 3,884 $3,581.70 3,512 $445.20 372 57
7 Sullivan, Bruyette, Speros & Blayney
8444 Westpark Drive, Suite 610
Mclean, VA 22102
(703) 734-9300
sbsbllc.com
$3,471.70 3,772 $3,432.00 3,753 $39.60 19 56
8 South Texas Money Management
700 N. St. Mary's Street, Suite 100
San Antonio, TX 78205
(210) 824-8916
stmmltd.com
$3,315.90 3,105 $3,284.60 3,094 $31.30 11 61
9 SignatureFD
1230 Peachtree Street, NE, Suite 1800
Atlanta, GA 30309
(404) 253-7600
signaturefd.com
$3,175.50 4,734 $2,522.10 4,196 $653.40 538 70
10 Cumberland Advisors
One Sarasota Tower, 2 N. Tamiami Trail, Suite 303
Sarasota, FL 34236
(800) 257-7013
cumber.com
$2,983.60 2,295 $2,976.10 2,266 $7.50 29 35
11 Wilbanks, Smith & Thomas Asset Management
150 West Main Street, Suite 1700
Norfolk, VA 23510
(757) 623-3676
wstam.com
$2,960.20 3,640 $2,901.00 3,615 $59.30 25 39
12 Green Square Capital
6075 Poplar Avenue, Suite 221
Memphis, TN 38119
(901) 259-6300
greensquarecap.com
$2,935.40 2,136 $2,395.80 1,811 $539.60 325 24
13 Parsec Financial Management Inc.
6 Wall Street
Asheville, NC 28801
(828) 255-0271
parsecfinancial.com
$2,559.40 5,251 $2,406.60 5,070 $152.80 181 60
14 Heritage Investors Management Corp.
7101 Wisconsin Avenue, Suite 950
Bethesda, MD 20814
(301) 951-0440
$2,478.80 1,197 $2,459.00 1,188 $19.80 9 13
15 Balentine
3344 Peachtree Road, NE, Suite 2200
Atlanta, GA 30326
(404) 537-4800
balentine.com
$2,472.80 1,593 $1,738.50 1,351 $734.20 242 32

0
Comments

What do you think?

View comments

Most watched

INTV

Young advisers envision a radically different business in five years

Fintech and sustainable investing are two factors being watched closely by some of the 2019 class of InvestmentNews' 40 Under 40.

INTV

Young professionals see lots of opportunity to reinvent the advice experience

Members of the 2019 InvestmentNews class of 40 Under 40 have strategies to overcome the challenges of being young in a mature industry.

Latest news & opinion

Target-date fund design may be wrong for retirees

Researchers suggest the funds don't adequately hedge against sequence-of-returns risk in retirement.

InvestmentNews' 2019 class of 40 Under 40

Our 40 Under 40 project, now in its sixth year, highlights young talent in the financial advice industry. These individuals illustrate the tremendous potential of those coming up in the profession. These stories will surprise, entertain, educate and inspire.

New Jersey fiduciary rule: Pressure leads to public hearing, comment deadline extension

Industry push results in chance to air grievances on July 17 and another month to present objections.

Galvin to propose fiduciary rule for Massachusetts brokers

The secretary of the commonwealth is proposing a fiduciary standard in response to an SEC investment-advice rule he views as too weak.

Summer reading recommendations from financial advisers

Here are some books that will keep you informed and entertained during summer's downtime

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print