| 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 |
Why advisors at every stage may have more leverage, flexibility, and strategic options than they realize.
A California team with four decades of combined experience and a Kentucky father-son practice headline this week's advisor movement.
From generative AI on trading desks to personalized portfolio tools, financial firms are spending big on AI, but measuring returns is proving harder.
The fast-growing RIA aggregator adds Transcend Capital Advisors, a multi-state firm with more than 1,000 client relationships.
Christopher Blotto moved this month to Janney Montgomery Scott.
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
