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

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