| 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 |
Firms continue their quest to attract and retain the best advisor teams.
A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.
The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.
The regulator is scrutinizing how some firms oversee concentrated positions in complex "worst-of" notes – and wants answers.
Meanwhile, Carson Group fully integrates a decades-old practice in Phoenix, Arizona, and Triad Wealth touts its 5x growth to hit a $2 billion milestone.
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
