| Rank | Firm | Total assets ($M) | Total accounts | Discretionary assets ($M) | Discretionary accounts | Nondiscretionary assets ($M) | Nondiscretionary accounts | Employees |
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors LLC | $47,500.0 | 616,834 | $47,500.0 | 616,834 | $0.0 | 0 | 350 |
| 2 | Hall Capital Partners LLC | $22,102.9 | 157 | $2,865.7 | 31 | $19,237.3 | 126 | 124 |
| 3 | Comprehensive Financial Management LLC | $7,900.0 | 17 | $7,900.0 | 17 | $0.0 | 0 | 20 |
| 4 | Aspiriant LLC | $6,767.0 | 5,122 | $2,896.1 | 2,791 | $3,870.9 | 2,331 | 114 |
| 5 | Litman Gregory Asset Management LLC | $5,409.0 | 879 | $1,107.8 | 875 | $4,301.1 | 4 | 56 |
| 6 | Luminous Capital LLC | $5,341.4 | 2,365 | $4,857.8 | 2,078 | $483.6 | 287 | 29 |
| 7 | Baker Street Advisors LLC | $3,621.0 | 990 | $0.0 | 0 | $3,621.0 | 990 | 25 |
| 8 | Wetherby Asset Management | $3,013.1 | 3,140 | $2,916.5 | 3,073 | $96.7 | 67 | 56 |
| 9 | Ferguson Wellman Capital Management Inc. | $2,915.4 | 1,851 | $2,915.4 | 1,851 | $0.0 | 0 | 39 |
| 10 | Threshold Group LLC | $2,586.2 | 1,889 | $221.4 | 103 | $2,364.8 | 1,786 | 39 |
| 11 | Cornerstone Advisors Inc | $2,500.0 | 1,967 | $2,500.0 | 1,967 | $0.0 | 0 | 50 |
| 12 | Hewins Financial Advisors LLC | $2,496.8 | 3,760 | $1,010.3 | 1,997 | $1,486.5 | 1,763 | 35 |
| 13 | Alaska Permanent Capital Management Co. | $2,462.8 | 346 | $2,461.1 | 345 | $1.7 | 1 | 13 |
| 14 | Atherton Lane Advisers LLC | $2,289.7 | 691 | $2,149.9 | 675 | $139.8 | 16 | 33 |
| 15 | Becker Capital Management Inc. | $2,282.0 | 841 | $2,282.0 | 841 | $0.0 | 0 | 27 |
Trevor Uhls was charged with wire fraud and money laundering in a criminal complaint filed in U.S. District Court for the Western District of Missouri.
The multigenerational Cedar Rapids firm is joining through a key OSJ as recruiting competition heats up across the wealth space.
New Treasury guidance sets fee caps, defines index-tracking rules, and bars ESG-linked funds from the tax-deferred accounts for minors
Yari Capital's move to Carson continues a run of additions for the $62 billion firm, days after it hired a veteran recruiter from Osaic.
Servo Wealth Management's $210 million book brings the Minneapolis consolidator's total client assets further past $160 billion.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
