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 |
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
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