| Rank | Firm | Phone/website | Total | Discretionary | Nondiscretionary | Employees | |||
|---|---|---|---|---|---|---|---|---|---|
| assets ($M) | accounts | assets ($M) | accounts | assets ($M) | accounts | ||||
| 1 | Hall Capital Partners One Maritime Plaza, 6th Floor San Francisco, CA 94111 |
(415) 288-0544 hallcapital.com |
$36,391.90 | 170 | $10,615.00 | 57 | $25,776.90 | 113 | 142 |
| 2 | Comprehensive Financial Management 720 University Avenue, Suite 200 Los Gatos, CA 95032 |
(408) 358-3316 |
$15,222.70 | 43 | $15,222.70 | 43 | $0.00 | 0 | 27 |
| 3 | Aspiriant 11100 Santa Monica Boulevard, Suite 600 Los Angeles, CA 90025 |
(310) 806-4000 aspiriant.com |
$12,213.70 | 8,493 | $10,658.70 | 7,093 | $1,555.10 | 1,400 | 159 |
| 4 | Mercer Global Advisors Inc. 1801 East Cabrillo Boulevard Santa Barbara, CA 93108 |
(800) 258-1559 facebook.com/merceradvisors |
$11,053.50 | 24,311 | $10,656.30 | 22,802 | $397.20 | 1,509 | 238 |
| 5 | Jordan Park Group 100 Pine Street, Suite 2600 San Francisco, CA 94111 |
(415) 417-3000 linkedin.com/company/jordanpark |
$8,128.10 | 861 | $8,128.10 | 861 | $0.00 | 0 | 36 |
| 6 | Personal Capital Advisors Corporation 250 Montgomery Street, Suite 700 San Francisco, CA 94104 |
(415) 800-5922 personalcapital.com |
$7,912.20 | 44,478 | $7,912.20 | 44,478 | $0.00 | 0 | 222 |
| 7 | Churchill Management Group 5900 Wilshire Boulevard, Suite 400 Los Angeles, CA 90036 |
(323) 937-7110 linkedin.com |
$5,992.20 | 16,607 | $5,859.50 | 16,100 | $132.70 | 507 | 55 |
| 8 | Ferguson Wellman Capital Management Inc. 888 SW 5th Avenue, Suite 1200 Portland, OR 97204 |
(503) 226-1444 facebook.com/fergusonwellman |
$5,152.30 | 2,669 | $5,152.30 | 2,669 | $0.00 | 0 | 47 |
| 9 | Scharf Investments 5619 Scotts Valley Drive, Suite 140 Scotts Valley, CA 95066 |
(831) 429-6513 scharfinvestments.com |
$4,993.80 | 2,053 | $3,716.00 | 2,048 | $1,277.80 | 5 | 23 |
| 10 | Brighton Jones 2030 1st Avenue, 3rd Floor Seattle, WA 98121 |
(206) 258-5000 brightonjones.com |
$4,961.30 | 1,485 | $4,881.70 | 1,483 | $79.60 | 2 | 121 |
| 11 | Wetherby Asset Management 580 California Street, 8th Floor San Francisco, CA 94104 |
(415) 399-9159 wetherby.com |
$4,715.20 | 3,485 | $4,487.10 | 3,397 | $228.10 | 88 | 64 |
| 12 | Seven Post Investment Office One Montgomery Street, Suite 3150 San Francisco, CA 94104 |
(415) 341-9300 sevenpost.com |
$4,672.50 | 321 | $4,435.40 | 294 | $237.10 | 27 | 16 |
| 13 | B|O|S 345 California Street, Suite 1100 San Francisco, CA 94104 |
(415) 781-8535 bosinvest.com |
$4,294.70 | 3,313 | $3,718.70 | 3,153 | $576.10 | 160 | 41 |
| 14 | Becker Capital Management Inc. 1211 SW 5th Avenue, Suite 2185 Portland, OR 97204 |
(503) 223-1720 beckervaluefunds.com |
$4,238.90 | 1,124 | $4,238.90 | 1,124 | $0.00 | 0 | 28 |
| 15 | Dowling & Yahnke 12265 El Camino Real, Suite 300 San Diego, CA 92130 |
(858) 509-9500 dywealth.com |
$4,106.60 | 4,140 | $4,106.60 | 4,140 | $0.00 | 0 | 40 |
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
