| 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 |
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
