| Rank | Firm | Phone | Website | Total assets ($M) | Total accounts | Employees |
|---|---|---|---|---|---|---|
| 1 | Silvercrest Asset Management Group | (212) 649-0600 | silvercrestgroup.com | $31,199.2 | 1,068 | 117 |
| 2 | Veritable | (610) 640-9551 | veritablelp.com | $13,588.5 | 2,999 | 85 |
| 3 | BBR Partners, LLC | (212) 313-9870 | bbrpartners.com | $10,858.4 | 2,552 | 95 |
| 4 | Summit Rock Advisors, L.P. | (212) 993-7150 | summit-rock.com | $10,735.0 | 100 | 51 |
| 5 | Rockefeller & Co., Inc. | (212) 549-5100 | rockco.com | $10,497.4 | 2,732 | 154 |
| 6 | Tiedemann Wealth Management, LLC | (212) 396-5900 | tiedemannwealth.com | $8,342.2 | 407 | 85 |
| 7 | TAG Associates LLC | (212) 275-1500 | tagassoc.com | $8,125.4 | 1,186 | 67 |
| 8 | Anchor Capital Advisors LLC | (617) 338-3800 | anchorcapital.com | $8,104.7 | 24,359 | 49 |
| 9 | Boston Private Wealth LLC | (800) 422-6172 | bostonprivatewm.com | $7,108.5 | 7,280 | 140 |
| 10 | Pinnacle Associates, Ltd. | (212) 652-3200 | pinnacleinsights.org | $6,020.8 | 3,735 | 50 |
| 11 | Athena Capital Advisors LLC | (781) 274-9300 | athenacapital.com | $5,998.7 | 446 | 47 |
| 12 | Ballentine Partners | (781)341-1300 | ballentinepartners.com | $5,989.7 | 3,376 | 55 |
| 13 | KLS Professional Advisors Group, LLC | (212) 355-0346 | klsadvisors.com | $5,515.7 | 8,991 | 49 |
| 14 | East End Advisors, LLC | (212) 218-8137 | $4,998.1 | 22 | 15 | |
| 15 | The Colony Group, LLC | (617) 723-8200 | thecolonygroup.com | $4,862.8 | 6,766 | 90 |
| Rank | Firm | Phone | website | Total assets ($M) | Total accounts | Employees |
|---|---|---|---|---|---|---|
| 1 | Oxford Financial Group, Ltd | (317) 843-5678 | ofgltd.com | $13,577.0 | 8,468 | 145 |
| 2 | Brownson, Rehmus & Foxworth | (312) 346-5850 | brfinc.com | $9,870.1 | 532 | 57 |
| 3 | Bahl & Gaynor Inc | (513) 287-6100 | bahl-gaynor.com | $8,593.3 | 2,005 | 17 |
| 4 | Johnson Investment Counsel, Inc. | (513) 661-3100 | johnsoninv.com | $8,347.4 | 8,650 | 109 |
| 5 | FCI Advisors | (816) 329-1500 | fciadvisors.com | $6,771.5 | 10,649 | 59 |
| 6 | Gresham Partners, LLC | (312) 960-0200 | greshampartners.com | $5,522.3 | 1,457 | 31 |
| 7 | RMB Capital Management | (312) 993-5800 | rmbcap.com | $4,722.3 | 12,764 | 119 |
| 8 | Fiduciary Counselling Inc. | (651) 228-0935 | fidcouns.com | $4,603.8 | 1,361 | 72 |
| 9 | Savant Capital Management | (815) 227-0300 | savantcapital.com | $4,224.4 | 3,946 | 136 |
| 10 | Altair Advisers, LLC | (312) 429-3000 | altairadvisers.com | $3,773.9 | 588 | 47 |
| 11 | Gofen And Glossberg, LLC | (312) 828-1100 | gofen.com | $3,766.4 | 3,009 | 27 |
| 12 | Bartlett & Co. LLC | (513) 621-4612 | bartlett1898.com | $3,358.3 | 1,159 | 47 |
| 13 | Zacks Investment Management, Inc. | 312-265-9266 | http://www.zacksim.com/ | $3,335.4 | 4,797 | 95 |
| 14 | Balasa Dinverno Foltz LLC | (630) 875-4900 | bdfllc.com | $3,071.9 | 4,665 | 37 |
| 15 | Orgel Wealth Management, LLC | (715) 835-6525 | orgelwealth.com | $3,032.0 | 7,026 | 34 |
| Rank | Firm | Phone | Website | Total assets ($M) | Total accounts | Employees |
|---|---|---|---|---|---|---|
| 1 | Chevy Chase Trust Company | (240) 497-5000 | chevychasetrust.com | $23,172.7 | 3,615 | 84 |
| 2 | Edelman Financial Services, LLC | (703) 818-0800 | rescue.ricedelman.com | $14,880.0 | 69,807 | 397 |
| 3 | Jasper Ridge Partners, L.P. | (817) 333-0027 | jasperridge.com | $13,317.7 | 2,743 | 68 |
| 4 | Ronald Blue & Co., LLC | (770) 280-6000 | rbis.ronblue.com | $6,636.5 | 16,436 | 275 |
| 5 | Global Financial Private Capital, LLC | (866) 641-2186 | gf-pc.com | $5,864.3 | 66,671 | 350 |
| 6 | WE Family Offices | (305) 825-2225 | wefamilyoffices.com | $5,015.1 | 69 | 43 |
| 7 | Convergent Wealth Advisors, LLC | (301) 770-6300 | convergentwealth.com | $4,693.4 | 2,961 | 56 |
| 8 | Tolleson Private Wealth Management | (214) 252-3250 | tollesonwealth.com | $4,532.2 | 2,905 | 58 |
| 9 | Finaccess Advisors, LLC | (305) 377-1112 | $4,387.5 | 153 | 12 | |
| 10 | RGT Wealth Advisors | (214) 360-7000 | rgtadvisors.com | $4,361.6 | 4,930 | 72 |
| 11 | CV Advisors LLC | (305) 358-5990 | cv-advisors.com | $4,231.8 | 103 | 27 |
| 12 | Homrich Berg | (404) 264-1400 | homrichbergfamilyoffice.com | $4,082.0 | 5,801 | 80 |
| 13 | Signature Family Wealth Advisors | (757) 625-7670 | signaturefamilywealth.com | $3,316.5 | 1,024 | 38 |
| 14 | WMS Partners, LLC | (410) 337-7575 | wmsfamilyoffice.com | $2,887.5 | 421 | 48 |
| 15 | South Texas Money Management, Ltd. | (210) 824-8916 | stmmltd.com | $2,759.1 | 2,848 | 60 |
| Rank | Firm | Phone | Website | Total assets ($M) | Total accounts | Employees |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | (408) 498-6000 | financialengines.com | $113,423.8 | 932,089 | 531 |
| 2 | Fisher Investments | (800) 851-8845 | fisherinvestments.com | $65,441.6 | 57,982 | 1,110 |
| 3 | Hall Capital Partners LLC | (415) 288-0544 | hallcapital.com | $31,899.2 | 167 | 133 |
| 4 | Aperio Group, LLC | (415) 339-4300 | aperiogroup.com | $13,243.1 | 2,512 | 50 |
| 5 | Comprehensive Financial Management LLC | (408) 358-3316 | $11,295.0 | 29 | 26 | |
| 6 | Kayne Anderson Rudnick Investment Management, LLC | (310) 556-2721 | kayne.com | $9,629.3 | 14,629 | 81 |
| 7 | Aspiriant, LLC | (415) 371-7800 | aspiriant.com | $9,306.1 | 7,041 | 154 |
| 8 | Mercer Global Advisors Inc. | (800) 258-1559 | merceradvisors.com | $6,908.0 | 19,525 | 120 |
| 9 | Litman Gregory Asset Management, LLC | (925) 254-8999 | lgam.com | $6,148.7 | 1,194 | 68 |
| 10 | Scharf Investments, LLC | (831) 429-6513 | scharfinvestments.com | $5,118.0 | 2,640 | 21 |
| 11 | Ferguson Wellman Capital Management, Inc. | (503) 226-1444 | fergusonwellman.com | $4,311.9 | 2,414 | 44 |
| 12 | Seven Post Investment Office LP | (415) 341-9300 | sevenpost.com | $4,178.9 | 372 | 14 |
| 13 | Churchill Management Group | (323) 937-7110 | churchillmanagement.com | $4,069.5 | 13,034 | 55 |
| 14 | Wetherby Asset Management | (415) 399-9159 | wetherby.com | $3,839.7 | 3,193 | 60 |
| 15 | Halbert Hargrove | (562) 435-5657 | halberthargrove.com | $3,817.8 | 3,259 | 43 |
A $141M judgment and a federal asset freeze collide over one shrinking pool
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
