| 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 | $354.80 | 134 | 53 |
| Firm | Total Assets ($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 | $29.30 | 14 | 24 |
| Firm | Total Assets ($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 | $137.7 | 49 | 27 |
| Firm | Total Assets ($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
Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."
FINRA has been focused on firms and their use of social media for several years.
RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.
The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
