| Rank | Firm | Phone/website | Total | Discretionary | Nondiscretionary | Employees | |||
|---|---|---|---|---|---|---|---|---|---|
| assets ($M) | accounts | assets ($M) | accounts | assets ($M) | accounts | ||||
| 1 | Moneta Group Investment Advisors 100 South Brentwood, Suite 500 Clayton, MO 63105 |
(314) 726-2300 monetagroup.com |
$18,512.80 | 23,418 | $6,855.30 | 1,731 | $11,657.50 | 21,687 | 285 |
| 2 | Bahl & Gaynor Inc. 255 East Fifth Street, Suite 2700 Cincinnati, OH 45202 |
(513) 287-6100 twitter.com/bahlgaynor |
$11,652.40 | 2,195 | $10,832.90 | 2,112 | $819.60 | 83 | 24 |
| 3 | Brownson, Rehmus & Foxworth Inc. 200 S. Wacker Drive, Suite 2300 Chicago, IL 60606 |
(312) 346-5850 brfadvisors.com |
$11,241.40 | 467 | $0.00 | 0 | $11,241.40 | 467 | 58 |
| 4 | Johnson Investment Counsel Inc. 3777 West Fork Road Cincinnati, OH 45247 |
(513) 661-3100 johnsoninv.com |
$10,420.60 | 10,009 | $10,420.60 | 10,009 | $0.00 | 0 | 116 |
| 5 | FCI Advisors 5901 College Boulevard, Suite 110 Overland Park, KS 66211 |
(800) 615-2536 fciadvisors.com |
$8,265.80 | 11,985 | $7,201.30 | 10,782 | $1,064.50 | 1,203 | 59 |
| 6 | Savant Capital Management 190 Buckley Drive Rockford, IL 61107 |
(815) 227-0300 savantcapital.com |
$5,617.30 | 4,529 | $5,617.30 | 4,529 | $0.00 | 0 | 143 |
| 7 | Fiduciary Counselling Inc. 2000 Wells Fargo Place, 30 East 7th Street St. Paul, MN 55101 |
(651) 228-0935 |
$5,563.90 | 1,462 | $2,871.10 | 1,241 | $2,692.70 | 221 | 71 |
| 8 | Altair Advisers 303 W. Madison Street, Suite 600 Chicago, IL 60606 |
(312) 429-3000 altairadvisers.com |
$4,528.60 | 638 | $1,194.90 | 318 | $3,333.70 | 320 | 49 |
| 9 | Gofen and Glossberg 455 Cityfront Plaza, Suite 3000 Chicago, IL 60611 |
(312) 828-1100 gofen.com |
$4,375.00 | 3,066 | $4,099.00 | 2,961 | $276.00 | 105 | 27 |
| 10 | Orgel Wealth Management 2420 Rivers Edge Drive Altoona, WI 54720 |
(715) 835-6525 orgelwealth.com |
$4,248.20 | 7,223 | $4,248.20 | 7,223 | $0.00 | 0 | 40 |
| 11 | Balasa Dinverno Foltz 500 Park Boulevard, Suite 1400 Itasca, IL 60143 |
(630) 875-4900 bdfllc.com |
$4,153.80 | 5,158 | $4,153.80 | 5,158 | $0.00 | 0 | 39 |
| 12 | Clearstead, Hartland & Co. 1100 Superior Avenue East, Suite 700 Cleveland, OH 44114 |
(216) 621-1090 clearstead.com |
$4,050.10 | 2,646 | $3,029.40 | 1,800 | $1,020.70 | 846 | 72 |
| 13 | Plancorp 540 Maryville Centre Drive, Suite 105 Saint Louis, MO 63141 |
(636) 532-7824 plancorp.com |
$4,015.20 | 6,066 | $3,832.70 | 5,760 | $182.60 | 306 | 57 |
| 14 | Bridges Investment Management Inc. 256 Durham Plaza, 8401 West Dodge Road Omaha, NE 68114 |
(402) 397-4700 bridgesinv.com |
$3,462.20 | 1,392 | $3,360.60 | 1,301 | $101.60 | 91 | 25 |
| 15 | Valeo Financial Advisors 9450 N. Meridian Street, Suite 300 Indianapolis, IN 46260 |
(317) 218-6000 valeofinancial.com |
$3,344.80 | 9,546 | $2,278.40 | 5,516 | $1,066.40 | 4,030 | 55 |
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
