| 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 |
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
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
