| 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 |
“We are helping families take an important first step toward building a financial foundation for the next generation,” said Franklin Templeton CEO Jenny Johnson
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
Cleveland RIA grows to $68 billion in assets as Philadelphia team, deepening its high-net-worth and retirement-plan practice.
Financial planning leaders say unresolved rules on fees, Roth conversions and financial aid complicate comparisons with 529 plans.
AI can personalize at scale, but without trust, it falls flat.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
