| Rank | Firm | Phone/website | Total | Discretionary | Nondiscretionary | Employees | |||
|---|---|---|---|---|---|---|---|---|---|
| assets ($M) | accounts | assets ($M) | accounts | assets ($M) | accounts | ||||
| 1 | Jasper Ridge Partners 201 Main Street, Suite 1000 Fort Worth, TX 76102 |
(817) 333-0027 jasperridge.com |
$18,374.70 | 41 | $17,715.40 | 36 | $659.30 | 5 | 80 |
| 2 | WE Family Offices 701 Brickell Avenue, Suite 2100 Miami, FL 33131 |
(305) 825-2225 wefamilyoffices.com |
$7,344.20 | 71 | $0.00 | 0 | $7,344.20 | 71 | 48 |
| 3 | CV Advisors 19495 Biscayne Boulevard, Suite 808 Aventura, FL 33180 |
(305) 358-5990 cv-advisors.com |
$5,608.90 | 567 | $559.50 | 105 | $5,049.40 | 462 | 41 |
| 4 | Signature Family Wealth Advisors World Trade Center, 101 West Main Street, Suite 700 Norfolk, VA 23510 |
(757) 625-7670 signaturefamily- |
$4,404.60 | 178 | $4,404.60 | 178 | $0.00 | 0 | 44 |
| 5 | WMS Partners Towson City Center, 1 Olympic Place, 8th Floor Towson, MD 21204 |
(410) 337-7575 wmsfamilyoffice.com |
$4,132.70 | 681 | $3,009.00 | 490 | $1,123.70 | 191 | 57 |
| 6 | RGT Wealth Advisors 5950 Sherry Lane, Suite 600 Dallas, TX 75225 |
(214) 360-7000 rgtadvisors.com |
$4,026.90 | 3,884 | $3,581.70 | 3,512 | $445.20 | 372 | 57 |
| 7 | Sullivan, Bruyette, Speros & Blayney 8444 Westpark Drive, Suite 610 Mclean, VA 22102 |
(703) 734-9300 sbsbllc.com |
$3,471.70 | 3,772 | $3,432.00 | 3,753 | $39.60 | 19 | 56 |
| 8 | South Texas Money Management 700 N. St. Mary's Street, Suite 100 San Antonio, TX 78205 |
(210) 824-8916 stmmltd.com |
$3,315.90 | 3,105 | $3,284.60 | 3,094 | $31.30 | 11 | 61 |
| 9 | SignatureFD 1230 Peachtree Street, NE, Suite 1800 Atlanta, GA 30309 |
(404) 253-7600 signaturefd.com |
$3,175.50 | 4,734 | $2,522.10 | 4,196 | $653.40 | 538 | 70 |
| 10 | Cumberland Advisors One Sarasota Tower, 2 N. Tamiami Trail, Suite 303 Sarasota, FL 34236 |
(800) 257-7013 cumber.com |
$2,983.60 | 2,295 | $2,976.10 | 2,266 | $7.50 | 29 | 35 |
| 11 | Wilbanks, Smith & Thomas Asset Management 150 West Main Street, Suite 1700 Norfolk, VA 23510 |
(757) 623-3676 wstam.com |
$2,960.20 | 3,640 | $2,901.00 | 3,615 | $59.30 | 25 | 39 |
| 12 | Green Square Capital 6075 Poplar Avenue, Suite 221 Memphis, TN 38119 |
(901) 259-6300 greensquarecap.com |
$2,935.40 | 2,136 | $2,395.80 | 1,811 | $539.60 | 325 | 24 |
| 13 | Parsec Financial Management Inc. 6 Wall Street Asheville, NC 28801 |
(828) 255-0271 parsecfinancial.com |
$2,559.40 | 5,251 | $2,406.60 | 5,070 | $152.80 | 181 | 60 |
| 14 | Heritage Investors Management Corp. 7101 Wisconsin Avenue, Suite 950 Bethesda, MD 20814 |
(301) 951-0440 |
$2,478.80 | 1,197 | $2,459.00 | 1,188 | $19.80 | 9 | 13 |
| 15 | Balentine 3344 Peachtree Road, NE, Suite 2200 Atlanta, GA 30326 |
(404) 537-4800 balentine.com |
$2,472.80 | 1,593 | $1,738.50 | 1,351 | $734.20 | 242 | 32 |
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
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
