Northeastern RIAs
| Firm |
Total Assets ($M) |
Total Accounts |
Discretionary Assets ($M) |
Discretionary Accounts |
Nondiscretionary Assets ($M) |
Nondiscretionary Accounts |
Employees |
| Chevy Chase Trust Company |
$18,944.00 |
2,861 |
$18,944.00 |
2,861 |
$0.00 |
0 |
76 |
| Silvercrest Asset Management Group Llc |
$15,870.00 |
813 |
$10,596.10 |
792 |
$5,273.90 |
21 |
97 |
| Veritable Lp |
$12,945.00 |
2,811 |
$12,389.10 |
2,616 |
$555.90 |
195 |
81 |
| Rockefeller & Co., Inc. |
$10,906.70 |
2,102 |
$9,644.50 |
1,754 |
$1,262.20 |
348 |
122 |
| Summit Rock Advisors, Llc |
$9,233.00 |
63 |
$3,975.00 |
36 |
$5,258.00 |
27 |
39 |
| Tag Associates Llc |
$8,354.10 |
1,116 |
$351.90 |
35 |
$8,002.20 |
1,081 |
68 |
| Bbr Partners, Llc |
$7,347.90 |
1,196 |
$6,175.10 |
1,163 |
$1,172.80 |
33 |
75 |
| Mycio Wealth Partners, Llc |
$6,459.40 |
4,790 |
$2,830.00 |
2,721 |
$3,629.40 |
2,069 |
34 |
| Kls Professional Advisors Group, Llc |
$5,626.50 |
8,382 |
$4,897.60 |
5,586 |
$728.90 |
2,796 |
39 |
| Tiedemann Wealth Management, Llc |
$5,352.20 |
1,211 |
$4,743.50 |
957 |
$608.70 |
254 |
35 |
| Athena Capital Advisors Llc |
$5,095.10 |
421 |
$2,424.40 |
229 |
$2,670.70 |
192 |
53 |
| Ballentine Partners |
$4,777.80 |
3,006 |
$2,268.30 |
1,375 |
$2,509.50 |
1,631 |
51 |
| Bp Wealth Management |
$4,489.70 |
5,388 |
$3,305.50 |
5,047 |
$1,184.20 |
341 |
80 |
| East End Advisors, Llc |
$4,474.10 |
24 |
$596.90 |
9 |
$3,877.20 |
15 |
15 |
| Welch & Forbes Llc |
$3,948.60 |
2,429 |
$3,593.80 |
2,295 |
$354.80 |
134 |
53 |
Southern RIAs
| Firm |
Total Assets ($M) |
Total Accounts |
Discretionary Assets ($M) |
Discretionary Accounts |
Nondiscretionary Assets ($M) |
Nondiscretionary Accounts |
Employees |
| Ronald Blue & Co. Llc |
$7,827.70 |
16,606 |
$7,012.20 |
16,394 |
$815.50 |
212 |
272 |
| Banyan Partners, Llc |
$4,581.00 |
5,392 |
$3,712.00 |
5,142 |
$869.00 |
250 |
90 |
| Finaccess Advisors, Llc |
$4,072.10 |
233 |
$0.00 |
0 |
$4,072.10 |
233 |
9 |
| Homrich Berg |
$3,373.90 |
5,054 |
$3,038.90 |
4,938 |
$335.10 |
116 |
65 |
| We Family Offices |
$3,260.90 |
63 |
$0.00 |
0 |
$3,260.90 |
63 |
37 |
| Signature |
$3,133.10 |
978 |
$3,133.10 |
978 |
$0.00 |
0 |
37 |
| Cv Advisors Llc |
$3,111.20 |
78 |
$102.30 |
5 |
$3,009.00 |
73 |
22 |
| Robertson, Griege & Thoele, Financial Advisors |
$2,337.00 |
3,596 |
$1,653.00 |
3,558 |
$684.00 |
38 |
50 |
| Wilbanks, Smith & Thomas Asset Management, Llc |
$2,313.00 |
3,380 |
$2,280.10 |
3,359 |
$32.90 |
21 |
32 |
| South Texas Money Management, Ltd. |
$2,170.10 |
2,296 |
$2,085.80 |
2,254 |
$84.30 |
42 |
55 |
| Paul Comstock Partners |
$2,054.20 |
148 |
$0.00 |
0 |
$2,054.20 |
148 |
8 |
| Century Management |
$2,039.90 |
1,914 |
$2,039.90 |
1,914 |
$0.00 |
0 |
41 |
| Foundation Resource Management, Inc. |
$1,979.60 |
446 |
$1,979.60 |
446 |
$0.00 |
0 |
10 |
| Retirement Advisors Of America |
$1,964.30 |
3,678 |
$1,920.80 |
3,404 |
$43.50 |
274 |
34 |
| Palladium Registered Investment Advisors |
$1,694.50 |
1,561 |
$1,665.20 |
1,547 |
$29.30 |
14 |
24 |
Midwestern RIAs
| Firm |
Total Assets ($M) |
Total Accounts |
Discretionary Assets ($M) |
Discretionary Accounts |
Nondiscretionary Assets ($M) |
Nondiscretionary Accounts |
Employees |
| Oxford Financial Group, Ltd |
$12,452.1 |
6,460 |
$1,742.7 |
1,690 |
$10,709.4 |
4,770 |
130 |
| The Mutual Fund Store |
$9,620.0 |
80,168 |
$9,620.0 |
80,168 |
$0.0 |
0 |
314 |
| Johnson Investment Counsel, Inc. |
$8,194.6 |
7,925 |
$8,194.6 |
7,925 |
$0.0 |
0 |
105 |
| Capital Strategies Investment Group Llc |
$7,500.1 |
154 |
$700.1 |
63 |
$6,800.0 |
91 |
17 |
| Bahl & Gaynor Inc |
$7,263.5 |
1,756 |
$6,864.5 |
1,715 |
$398.9 |
41 |
16 |
| Reinhart Partners, Inc. |
$4,851.1 |
5,163 |
$4,834.0 |
5,144 |
$17.1 |
19 |
39 |
| Fiduciary Counselling Inc |
$4,633.8 |
1,256 |
$2,209.0 |
994 |
$2,424.9 |
262 |
74 |
| Gresham Partners, Llc |
$4,571.6 |
1,954 |
$2,396.8 |
68 |
$2,174.7 |
1,886 |
26 |
| Savant Capital Management |
$4,096.7 |
3,251 |
$4,064.4 |
3,250 |
$32.2 |
1 |
102 |
| Rmb Capital Management |
$3,977.7 |
10,362 |
$2,959.3 |
8,858 |
$1,018.4 |
1,504 |
75 |
| Altair Advisers, Llc |
$3,729.0 |
478 |
$670.2 |
197 |
$3,058.9 |
281 |
40 |
| Gofen And Glossberg, L.L.C. |
$3,512.5 |
2,850 |
$3,298.7 |
2,733 |
$213.9 |
117 |
27 |
| Bartlett & Co. Llc |
$3,305.4 |
2,693 |
$3,210.4 |
2,562 |
$95.0 |
131 |
47 |
| Orgel Wealth Management, Llc |
$2,807.0 |
6,247 |
$2,807.0 |
6,247 |
$0.0 |
0 |
29 |
| Balasa Dinverno Foltz Llc |
$2,769.2 |
4,026 |
$2,631.5 |
3,977 |
$137.7 |
49 |
27 |
Western RIAs
| Firm |
Total Assets ($M) |
Total Accounts |
Discretionary Assets ($M) |
Discretionary Accounts |
Nondiscretionary Assets ($M) |
Nondiscretionary Accounts |
Employees |
| Financial Engines Advisors L.L.C. |
$88,200.00 |
835,107 |
$88,200.00 |
835,107 |
$0.00 |
0 |
429 |
| Fisher Investments |
$53,827.10 |
39,135 |
$53,827.10 |
39,135 |
$0.00 |
0 |
1,036 |
| Hall Capital Partners Llc |
$30,269.50 |
162 |
$6,147.20 |
39 |
$24,122.30 |
123 |
124 |
| Comprehensive Financial Management Llc |
$11,200.00 |
23 |
$11,200.00 |
23 |
$0.00 |
0 |
24 |
| Kayne Anderson Rudnick Investment Management, Llc |
$9,036.90 |
12,842 |
$7,717.60 |
7,105 |
$1,319.30 |
5,737 |
72 |
| Aspiriant, Llc |
$8,091.00 |
5,241 |
$4,892.10 |
3,762 |
$3,198.90 |
1,479 |
124 |
| Litman Gregory Asset Management, Llc |
$7,706.20 |
1,069 |
$1,361.00 |
1,064 |
$6,345.20 |
5 |
69 |
| Aperio Group, Llc |
$7,060.30 |
1,436 |
$7,060.30 |
1,436 |
$0.00 |
0 |
26 |
| Mercer Global Advisors Inc. |
$5,766.00 |
16,280 |
$5,630.20 |
15,125 |
$135.80 |
1,155 |
105 |
| Baker Street Advisors, Llc |
$5,200.00 |
1,300 |
$0.00 |
0 |
$5,200.00 |
1,300 |
31 |
| Halbert Hargrove |
$3,974.60 |
3,111 |
$2,112.70 |
3,091 |
$1,861.90 |
20 |
39 |
| Ferguson Wellman Capital Management, Inc. |
$3,834.40 |
2,120 |
$3,834.40 |
2,120 |
$0.00 |
0 |
41 |
| Seven Post Private Investment Office |
$3,753.30 |
165 |
$3,367.40 |
87 |
$385.90 |
78 |
13 |
| Wetherby Asset Management |
$3,645.30 |
2,834 |
$3,502.80 |
2,761 |
$142.40 |
73 |
56 |
| Churchill Management Group |
$3,390.60 |
9,162 |
$3,365.30 |
9,101 |
$25.20 |
61 |
37 |
Source: InvestmentNews Data
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