| Rank 2018 | % change | 2018 Total | Discretionary | Nondiscretionary | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Firm | Phone/website | assets ($M) | accounts | assets ($M) | accounts | assets ($M) | accounts | Employees | ||
| 1 | Breed's Hill Capital 1 Thompson Square, Suite 301 Boston, MA 02129 | (617) 580-3440 breedshillcapital.com | 321% | $1,126.30 | 348 | $29.10 | 8 | $1,097.10 | 340 | 4 |
| 2 | AE Wealth Management 2950 SW McClure Road, Suite B Topeka, KS 66614 | (866) 363-9595 wealth.advisorsexcel.com | 304% | $2,759.10 | 28,483 | $2,759.10 | 28,483 | $0.00 | 0 | 231 |
| 3 | Bridges Investment Management Inc. 256 Durham Plaza, 8401 W. Dodge Road Omaha, NE 68114 | (402) 397-4700 bridgesinv.com | 194% | $3,462.30 | 1,392 | $3,360.60 | 1,301 | $101.60 | 91 | 25 |
| 4 | AdvicePeriod 2121 Avenue of the Stars, Suite 2400 Los Angeles, CA 90067 | (424) 281-3600 adviceperiod.com | 141% | $2,266.40 | 2,146 | $2,261.70 | 2,140 | $4.70 | 6 | 46 |
| 5 | Private Capital Management 210 University Blvd., Suite 400 Denver, CO 80206 | (303) 370-0055 pcm-inc.com | 121% | $1,140.90 | 3,006 | $1,140.70 | 3,002 | $0.30 | 4 | 19 |
| 6 | Berman Capital Advisors 3475 Lenox Road, Suite 760 Atlanta, GA 30326 | (404) 554-4999 bermancapital.com | 87% | $2,160.00 | 547 | $880.10 | 334 | $1,279.90 | 213 | 20 |
| 7 | Regis Management Co. 300 Hamilton Ave., Fourth Floor Palo Alto, CA 94301 | (650) 838-1030 regisllc.com | 75% | $3,649.60 | 58 | $3,649.60 | 58 | $0.00 | 0 | 18 |
| 8 | Alpha Cubed Investments 3333 Michelson Dr., Suite 620 Irvine, CA 91612 | (800) 701-2457 linkedin.com/company-beta/2716556 | 70% | $1,114.40 | 2,963 | $1,058.80 | 2,801 | $55.60 | 162 | 30 |
| 9 | Evergreen Capital Management 10500 NE Eighth St., Suite 950 Bellevue, WA 98004 | (425) 467-4600 evergreencapital.net | 68% | $2,296.60 | 1,721 | $2,172.30 | 1,705 | $124.30 | 16 | 32 |
| 10 | Personal Capital Advisors Corp. 250 Montgomery St., Suite 700 San Francisco, CA 94104 | (415) 800-5922 personalcapital.com | 61% | $6,489.00 | 37,793 | $6,489.00 | 37,793 | $0.00 | 0 | 213 |
| 11 | Bitterroot Capital Advisors 118 East Main St. Bozeman, MT 59715 | (406) 556-8200 bitterrootcapital.com | 60% | $1,083.10 | 15 | $107.20 | 11 | $975.90 | 4 | 6 |
| 12 | The Clarius Group 999 Third Ave., Suite 3050 Seattle, WA 98104 | (206) 462-7400 clariusgroup.com | 59% | $1,138.50 | 429 | $603.70 | 326 | $534.80 | 103 | 20 |
| 13 | RMB Capital Management 115 S. LaSalle St., 34th Floor, Chicago, IL 60603 | (312) 993-5800 rmbcap.com | 58% | $8,226.70 | 14,194 | $7,448.10 | 12,253 | $778.60 | 1,941 | 190 |
| 14 | Massey Quick Simon & Co. 360 Mt. Kemble Ave. Morristown, NJ 7960 | (973) 525-1000 mqsadvisors.com | 57% | $3,027.70 | 632 | $1,876.90 | 396 | $1,150.80 | 236 | 47 |
| 15 | Circle Wealth Management 47 Maple St., Suite 201 Summit, NJ 7901 | (908) 206-1306 circlewm.com | 55% | $1,649.30 | 638 | $713.90 | 410 | $935.30 | 228 | 12 |
| 16 | Mercer Global Advisors Inc. 1801 East Cabrillo Blvd. Santa Barbara, CA 93108 | (800) 258-1559 merceradvisors.com | 55% | $11,053.50 | 24,311 | $10,656.30 | 22,802 | $397.20 | 1,509 | 238 |
| 17 | Port Capital 180 North Stetson Ave., Suite 5700 Chicago, IL 60601 | (312) 788-2400 portcapllc.com | 54% | $1,011.10 | 349 | $1,011.10 | 349 | $0.00 | 0 | 11 |
| 18 | Rockefeller & Co. Inc. 10 Rockefeller Plaza, Third Floor New York, NY 10020 | (212) 549-5100 rockco.com | 53% | $15,809.30 | 2,731 | $15,505.10 | 2,586 | $304.20 | 145 | 159 |
| 19 | The Welch Group 3940 Montclair Road, Fifth Floor Birmingham, AL 35213 | (205) 879-5001 welchgroup.com | 53% | $1,398.00 | 918 | $1,398.00 | 918 | $0.00 | 0 | 15 |
| 20 | Aperio Group Three Harbor Drive, Suite 204 Sausalito, CA 94965 | (415) 339-4300 aperiogroup.com | 52% | $23,817.20 | 4,290 | $23,817.20 | 4,290 | $0.00 | 0 | 82 |
| 21 | The Mather Group 353 N. Clark St., Suite 2775 Chicago, IL 60654 | (630) 537-1078 themathergroup.com | 52% | $1,479.10 | 4,655 | $1,170.10 | 2,671 | $309.00 | 1,984 | 31 |
| 22 | Private Ocean 100 Smith Ranch Road, Suite 300 San Rafael, CA 94903 | (415) 526-2900 privateocean.com | 51% | $1,592.00 | 3,000 | $1,576.30 | 2,839 | $15.70 | 161 | 36 |
| 23 | Tiedemann Wealth Management 520 Madison Ave., 26th Floor New York, NY 10022 | (212) 396-5900 tiedemannwealth.com | 50% | $12,301.60 | 452 | $9,778.90 | 379 | $2,522.70 | 73 | 119 |
| 24 | TFO Phoenix Inc. 5060 N. 40th St., Suite 200 Phoenix, AZ 85018 | (602) 466-3813 tfophoenix.com | 48% | $2,405.40 | 1,168 | $1,671.10 | 1,148 | $734.30 | 20 | 31 |
| 25 | Kayne Anderson Rudnick Investment Management 1800 Avenue of the Stars, Second Floor Los Angeles, CA 90067 | (310) 556-2721 kayne.com | 48% | $18,900.30 | 26,461 | $15,732.50 | 16,261 | $3,167.80 | 10,200 | 83 |
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
