Numbers Game

RIA Rundown 2019: Biggest gainers

$1 billion+ fee-only RIAs ranked by year-over-year growth in total assets

Jun 1, 2019 @ 6:00 am

By Ellie Zhu

Rank 2019 2019 Total Discretionary Nondiscretionary
Firm Phone/website % change assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees
1The Mather Group
353 N. Clark St., Suite 2775
Chicago, IL 60654
(630) 537-1078
themathergroup.com
180%$4,145.20 5,825$2,931.50 2,993$1,213.80 2,83252

2Dynamic Wealth Advisors
2415 E. Camelback Rd., Suite 700
Phoenix, AZ 85016
(877) 257-3840
dynamicwealthadvisors.com
85%$1,451.20 6,248$1,298.70 6,132$152.50 11674

3Camden Capital
2301 Rosecrans Ave., Suite 2110
El Segundo, CA 90245
(310) 725-0210
linkedin.com/company/camden-capital-management-llc
61%$3,174.60 3,317$2,086.70 2,530$1,087.90 78724

4TCG Advisors
900 S. Capital of Texas Hwy., Suite 350
Austin, TX 78746
(512) 600-5221
tcgservices.com
60%$2,817.30 1,733$2,133.10 1,578$684.20 15590

5LGL Partners
1 Tower Bridge, 100 Front St., Suite 1300
West Conshohocken, PA 19428
(610) 545-6100
lglpartners.com
58%$1,772.40 400$642.50 265$1,129.90 13524

6Raub Brock Capital Management
Larkspur Landing Cir., Suite 240
Larkspur, CA 94939
(415) 927-6990
raubbrock.com
50%$1,912.80 5,832$464.80 955$1,448.00 4,877700
7Artemis Wealth Advisors
570 Lexington Ave, 39th Floor
New York, NY 10022
(212) 838-9000
artemiswa.com
46%$1,199.00 13$683.90 11$515.10 210

8Venturi Wealth Management
3600 N. Capital of Texas Hwy., Bld. B, Suite 100
Austin, TX 78746
(512) 220-2035
venturiwealthmanagement.com

44%$1,009.10 1,774$992.80 1,717$16.20 5716
9AdvicePeriod
2121 Avenue of the Stars, Suite 2400
Los Angeles, CA 90067
(424) 281-3600
adviceperiod.com
34%$3,039.00 3,127$3,034.70 3,121$4.30 664

10Personal Capital Advisors Corporation
250 Montgomery St., Suite 700
San Francisco, CA 94104
(415) 800-5922
personalcapital.com
32%$8,558.60 52,331$8,558.60 52,331$0.00 0236

11Reynders, Mcveigh Capital Management
121 High St., Fourth Floor
Boston, MA 2110
(617) 226-9999
reyndersmcveigh.com
28%$1,928.50 1,470$1,734.30 1,403$194.10 6725

12Parallel Advisors
150 Spear St., Suite 950
San Francisco, CA 94105
(866) 627-6984
twitter.com/paralleladv?lang=en
27%$2,386.80 6,575$2,386.80 6,575$0.00 054

13Private Ocean
100 Smith Ranch Rd., Suite 300
San Rafael, CA 94903
(415) 526-2900
salientwealth.com
26%$2,004.70 3,622$1,991.60 3,479$13.10 14353

14Biltmore Family Office
6836 Morrison Blvd., Suite 100
Charlotte, NC 28211
(704) 248-5230
biltmorefamilyoffice.com
25%$1,584.50 700$887.60 477$696.90 22313

15Glassman Wealth Services
8000 Towers Crescent Dr., Suite 1450
Vienna, VA 22182
(703) 534-4444
facebook.com/glassmanwealth
25%$1,370.90 1,768$1,370.90 1,768$0.00 011

16Meristem Family Wealth
701 Carlson Parkway, Suite 1400
Minnetonka, MN 55305
(952) 835-2577
meristemfw.com
23%$3,237.40 578$1,508.30 264$1,729.10 31439

17The Clarius Group
999 Third Ave., Suite 3050
Seattle, WA 98104
(206) 462-7400
clariusgroup.com
23%$1,398.00 520$804.50 388$593.50 13223

18Bridges Investment Management
1125 S. 103 St., Suite 580
Omaha, NE 68124
(402) 397-4700
bridgesinv.com
22%$4,235.30 1,652$4,124.60 1,562$110.60 9035

19Aureus Asset Management
1 Winthrop Square
Boston, MA 2110
(617) 728-8900
aureus-asset.com
22%$2,835.50 550$907.00 509$1,928.40 4112

20EP Wealth Advisors
21515 Hawthorne Blvd., Suite 1200
Torrance, CA 90503
(310) 543-4559
epwealth.com
22%$4,390.00 9,111$4,290.00 8,959$100.00 15299

21IWP Wealth Management
2719 E. Third Ave.
Denver, CO 80206
(720) 328-9700
linkedin.com/company/iwp-wealth
20%$1,992.70 45$211.50 13$1,781.20 3220

22Wealthquest Corporation
50 E. Business Way, Suite 120
Cincinnati, OH 45241
(513) 530-9700
wqcorp.com
20%$1,048.40 3,680$1,044.40 3,666$4.00 1424

23Heritage Wealth Advisors
919 East Main St., Suite 950
Richmond, VA 23219
(804) 643-4080
heritagewealth.net
20%$1,642.20 1,030$818.30 978$823.90 5225

24Stearns Financial Group
324 W. Wendover Ave., Suite 204
Greensboro, NC 27408
(336) 230-1811
stearnsfinancial.com
18%$1,310.30 2,115$1,310.30 2,115$0.00 029

25Interocean Capital
980 N. Michigan Ave., Suite 1780
Chicago, IL 60611
(312) 648-1720
interoceancapital.com
17%$1,947.30 2,739$1,542.10 2,353$405.20 38616

InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after Jan. 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
Source: InvestmentNews Data. Visit data.InvestmentNews.com/ria for more-complete profiles and financials. Contact the InvestmentNews data team at IN-data@investmentnews.com for more information.

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