| Rank 2018 | 2018 Total | Discretionary | Nondiscretionary | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Firm | Phone/website | assets ($M) | accounts | assets ($M) | accounts | assets ($M) | accounts | Employees | |
| 1 | Financial Engines Advisors 1050 Enterprise Way, Third Floor Sunnyvale, CA 94089 | (408) 498-6000 financialengines.com | $169,400.0 | 1,245,244 | $169,400.0 | 1,245,244 | $0.0 | 0 | 939 |
| 2 | Fisher Investments 5525 NW Fisher Creek Drive Camas, WA 98607-9911 | (800) 851-8845 fisherinvestments.com | $96,031.6 | 42,863 | $96,031.6 | 42,863 | $0.0 | 0 | 1,522 |
| 3 | Hall Capital Partners One Maritime Plaza, Suite 500 San Francisco, CA 94111 | (415) 288-0544 hallcapital.com | $36,391.9 | 170 | $10,615.0 | 57 | $25,776.9 | 113 | 142 |
| 4 | Chevy Chase Trust Company 7501 Wisconsin Ave., 15th Floor Bethesda, MD 20814 | (240) 497-5000 chevychasetrust.com | $29,990.6 | 3,577 | $29,990.6 | 3,577 | $0.0 | 0 | 88 |
| 5 | Aperio Group Three Harbor Drive, Suite 204 Sausalito, CA 94965 | (415) 339-4300 aperiogroup.com | $23,817.2 | 4,290 | $23,817.2 | 4,290 | $0.0 | 0 | 82 |
| 6 | Edelman Financial Services 4000 Legato Road, Ninth Floor Fairfax, VA 22033-2892 | (703) 818-0800 edelmanfinancial.com | $21,729.1 | 85,909 | $21,729.1 | 85,909 | $0.0 | 0 | 434 |
| 7 | Silvercrest Asset Management Group 1330 Avenue of the Americas, 38th Floor New York, NY 10019-5400 | (212) 649-0600 silvercrestgroup.com | $21,340.2 | 1,219 | $15,998.1 | 1,190 | $5,342.2 | 29 | 122 |
| 8 | Kayne Anderson Rudnick Investment Management 1800 Avenue of the Stars, Second Floor Los Angeles, CA 90067 | (310) 556-2721 kayne.com | $18,900.3 | 26,461 | $15,732.5 | 16,261 | $3,167.8 | 10200 | 83 |
| 9 | Moneta Group Investment Advisors 100 S. Brentwood, Suite 500 Clayton, MO 63105 | (314) 726-2300 monetagroup.com | $18,512.8 | 23,418 | $6,855.3 | 1,731 | $11,657.5 | 21687 | 285 |
| 10 | Jasper Ridge Partners 201 Main St., Suite 1000 Fort Worth, TX 76102 | (817) 333-0027 jasperridge.com | $18,374.7 | 41 | $17,715.4 | 36 | $659.3 | 5 | 80 |
| 11 | Rockefeller & Co. Inc. 10 Rockefeller Plaza, Third Floor New York, NY 10020 | (212) 549-5100 rockco.com | $15,809.3 | 2,731 | $15,505.1 | 2,586 | $304.2 | 145 | 159 |
| 12 | Veritable 6022 W. Chester Pike Newtown Square, PA 19073 | (610) 640-9551 veritablelp.com | $15,632.1 | 3,106 | $15,209.5 | 2,955 | $422.6 | 151 | 85 |
| 13 | Comprehensive Financial Management 720 University Ave., Suite 200 Los Gatos, CA 95032-7606 | (408) 358-3316 | $15,222.7 | 43 | $15,222.7 | 43 | $0.0 | 0 | 27 |
| 14 | BBR Partners Two Grand Central Tower, 140 E. 45th St., 26th Floor New York, NY 10017 | (212) 313-9870 bbrpartners.com | $14,199.2 | 3,200 | $12,214.8 | 3,000 | $1,984.4 | 200 | 90 |
| 15 | Summit Rock Advisors 9 W. 57th St., 12th Floor New York, NY 10019 | (212) 993-7150 summit-rock.com | $13,376.8 | 128 | $6,421.3 | 92 | $6,955.6 | 36 | 58 |
| 16 | Tiedemann Wealth Management 520 Madison Ave., 26th Floor New York, NY 10022 | (212) 396-5900 tiedemannwealth.com | $12,301.6 | 452 | $9,778.9 | 379 | $2,522.7 | 73 | 119 |
| 17 | Buckingham Strategic Wealth 8182 Maryland Ave., Suite 500 St Louis, MO 63105 | (314) 725-0455 buckingham-asset-management.com | $12,282.9 | 24,626 | $11,999.2 | 24,292 | $283.7 | 334 | 290 |
| 18 | Aspiriant 11100 Santa Monica Blvd., Suite 600 Los Angeles, CA 90025 | (310) 806-4000 aspiriant.com | $12,213.7 | 8,493 | $10,658.7 | 7,093 | $1,555.1 | 1400 | 159 |
| 19 | Bahl & Gaynor Inc. 255 E. Fifth St., Suite 2700 Cincinnati, OH 45202 | (513) 287-6100 bahl-gaynor.com | $11,438.8 | 2,172 | $10,581.2 | 2,085 | $857.6 | 87 | 19 |
| 20 | Brownson, Rehmus & Foxworth Inc. 200 S. Wacker Drive, Suite 2300 Chicago, IL 60606-5864 | (312) 346-5850 brfadvisors.com | $11,241.4 | 467 | $0.0 | 0 | $11,241.4 | 467 | 58 |
| 21 | Mercer Global Advisors Inc. 1801 E. Cabrillo Blvd. Santa Barbara, CA 93108 | (800) 258-1559 merceradvisors.com | $11,053.5 | 24,311 | $10,656.3 | 22,802 | $397.2 | 1509 | 238 |
| 22 | Johnson Investment Counsel Inc. 3777 W. Fork Road Cincinnati, OH 45247 | (513) 661-3100 johnsoninv.com | $10,420.6 | 10,009 | $10,420.6 | 10,009 | $0.0 | 0 | 116 |
| 23 | Appleton Partners Inc. One Post Office Square, Sixth Floor Boston, MA 02109 | (617) 338-0700 appletonpartners.com | $9,144.2 | 5,770 | $9,144.2 | 5,770 | $0.0 | 0 | 47 |
| 24 | TAG Associates 810 Seventh Ave., Seventh Floor New York, NY 10019-5890 | (212) 275-1500 tagassoc.com | $8,679.2 | 1,187 | $344.5 | 82 | $8,334.7 | 1105 | 67 |
| 25 | Pathstone Federal Street 10 Sterling Blvd., Suite 402 Englewood, NJ 07631 | (201) 944-7284 pathstone.com | $8,548.7 | 4,821 | $3,195.3 | 2,089 | $5,353.4 | 2732 | 101 |
| 26 | RMB Capital Management 115 S. Lasalle, 34th Floor Chicago, IL 60603 | (312) 993-5800 rmbcap.com | $8,226.7 | 14,194 | $7,448.1 | 12,253 | $778.6 | 1941 | 190 |
| 27 | FCI Advisors 5901 College Blvd., Suite 110 Overland Park, KS 66211 | (800) 615-2536 fciadvisors.com | $8,165.8 | 11,972 | $7,107.6 | 10,733 | $1,058.2 | 1239 | 59 |
| 28 | Jordan Park Group 100 First St., Suite 360 San Francisco, CA 94105 | (415) 417-3000 jordan-park.com | $8,128.1 | 861 | $8,128.1 | 861 | $0.0 | 0 | 36 |
| 29 | HPM Partners 335 Madison Ave., 23rd Floor New York, NY 10017 | (212) 850-4260 hpmpartners.com | $7,433.4 | 1,439 | $5,896.7 | 1,326 | $1,536.7 | 113 | 100 |
| 30 | Boston Private Wealth One Federal St., 30th Floor Boston, MA 02110 | (617) 223-0200 bostonprivate.com/personal/wealth-management | $7,424.3 | 6,224 | $6,955.6 | 6,035 | $468.7 | 189 | 105 |
| 31 | WE Family Offices 701 Brickell Ave., Suite 2100 Miami, FL 33131 | (305) 825-2225 wefamilyoffices.com | $7,378.3 | 70 | $0.0 | 0 | $7,378.3 | 70 | 48 |
| 32 | Evercore Wealth Management 55 E. 52nd St., 23rd Floor New York, NY 10055 | (212) 822-7620 evercorewealthmanagement.com | $7,329.6 | 2,652 | $7,282.2 | 2,616 | $47.4 | 36 | 81 |
| 33 | Loring, Wolcott & Coolidge Fiduciary Advisors 230 Congress St. Boston, MA 02110-2437 | (617) 523-6531 lwcotrust.com | $7,228.3 | 2,798 | $7,038.5 | 2,776 | $189.9 | 22 | 90 |
| 34 | Gresham Partners 333 W. Wacker Drive, Suite 700 Chicago, IL 60606 | (312) 960-0200 greshampartners.com | $6,935.1 | 165 | $4,208.0 | 47 | $2,727.1 | 118 | 37 |
| 35 | Ballentine Partners 230 Third Ave., Suite 6 Waltham, MA 02451 | (781) 341-1300 ballentinepartners.com | $6,698.6 | 4,023 | $4,060.4 | 2,253 | $2,638.2 | 1770 | 72 |
| 36 | Pinnacle Associates 335 Madison Ave., Suite 1100 New York, NY 10017 | (212) 652-3200 pinnacleinsights.org | $6,496.6 | 4,156 | $6,496.6 | 4,156 | $0.0 | 0 | 53 |
| 37 | Personal Capital Advisors Corporation 250 Montgomery St., Suite 700 San Francisco, CA 94104 | (415) 800-5922 personalcapital.com | $6,489.0 | 37,793 | $6,489.0 | 37,793 | $0.0 | 0 | 213 |
| 38 | East End Advisors 610 Fifth Ave., Fifth Floor New York, NY 10020 | (212) 218-8137 | $6,468.4 | 31 | $1,011.2 | 14 | $5,457.2 | 17 | 16 |
| 39 | The Colony Group Two Atlantic Ave. Boston, MA 02110 | (617) 723-8200 thecolonygroup.com | $6,309.7 | 9,311 | $5,081.9 | 7,398 | $1,227.8 | 1913 | 140 |
| 40 | Shepherd Kaplan 125 Summer St., 22nd Floor Boston, MA 02110-1654 | (617) 896-1600 sk-llc.com | $6,209.2 | 1,257 | $861.6 | 224 | $5,347.6 | 1033 | 39 |
| 41 | KLS Professional Advisors Group 1325 Avenue of the Americas, 14th Floor New York, NY 10019 | (212) 355-0346 klsadvisors.com | $6,202.4 | 8,703 | $5,611.9 | 5,668 | $590.5 | 3035 | 45 |
| 42 | Mill Creek Capital Advisors 161 Washington St., Suite 1500 Conshohocken, PA 19428 | (610) 941-7700 millcreekcap.com | $5,797.9 | 330 | $5,186.9 | 319 | $611.0 | 11 | 28 |
| 43 | Global Financial Private Capital 501 N. Cattlemen Road, Suite 106 Sarasota, FL 34232 | (800) 220-0614 gf-pc.com | $5,790.6 | 58,065 | $5,790.6 | 58,065 | $0.0 | 0 | 300 |
| 44 | CV Advisors 19495 Biscayne Blvd., Suite 808 Aventura, FL 33180 | (305) 358-5990 cv-advisors.com | $5,608.9 | 567 | $559.5 | 105 | $5,049.4 | 462 | 41 |
| 45 | Tolleson Private Wealth Management 5500 Preston Road, Suite 250 Dallas, TX 75205 | (214) 252-3250 tollesonwealth.com | $5,604.8 | 3,419 | $5,411.0 | 3,216 | $193.8 | 203 | 76 |
| 46 | Homrich Berg One Buckhead Plaza, Suite 830, 3060 Peachtree Road NW Atlanta, GA 30305-2240 | (404) 264-1400 homrichberg.com | $5,596.6 | 8,433 | $4,937.8 | 8,246 | $658.7 | 187 | 90 |
| 47 | Savant Capital Management 190 Buckley Drive Rockford, IL 61107 | (815) 227-0300 zeroalphagroup.com | $5,572.9 | 4,475 | $5,572.9 | 4,475 | $0.0 | 0 | 143 |
| 48 | Fiduciary Counselling Inc. 2000 Wells Fargo Place, 30 E. Seventh St. St Paul, MN 55101-4930 | (651) 228-0935 | $5,563.9 | 1,462 | $2,871.1 | 1,241 | $2,692.9 | 221 | 71 |
| 49 | Athena Capital Advisors 55 Old Bedford Road, Suite 302 Lincoln, MA 01773 | (781) 274-9300 athenacapital.com | $5,471.7 | 559 | $4,827.4 | 472 | $644.3 | 87 | 51 |
| 50 | Churchill Management Group 5900 Wilshire Blvd., Suite 400 Los Angeles, CA 90036 | (323) 937-7110 churchillmanagement.com | $5,373.1 | 15,672 | $5,255.0 | 15,216 | $118.1 | 456 | 55 |
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