| 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 |
Plus, Asset-Map partners with Contio to elevate the advisor meeting experience, and MyVest claims an innovation in portfolio management with separately managed models.
Meanwhile, Cetera has drawn advisors managing around $390 million from LPL and Commonwealth, while Raymond James' financial institutions division announces its own LPL hire in Indiana.
Synthesis Wealth Planning brings a fivefold asset growth story and a recently merged practice to the Bluespring fold.
Janus Henderson Investors research reveals demand for transparency, but lack of awareness of AI’s prevalence in the corporate world.
New research reveals rising expenses, forced early exits, and a widening gap between how long people live and how long their money lasts.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
