| Firm | Total Assets ($M) | Total Accounts | Discretionary Assets ($M) | Discretionary Accounts | Nondiscretionary Assets ($M) | Nondiscretionary Accounts | Employees |
|---|---|---|---|---|---|---|---|
| Chevy Chase Trust Company | $18,944.00 | 2,861 | $18,944.00 | 2,861 | $0.00 | 0 | 76 |
| Silvercrest Asset Management Group Llc | $15,870.00 | 813 | $10,596.10 | 792 | $5,273.90 | 21 | 97 |
| Veritable Lp | $12,945.00 | 2,811 | $12,389.10 | 2,616 | $555.90 | 195 | 81 |
| Rockefeller & Co., Inc. | $10,906.70 | 2,102 | $9,644.50 | 1,754 | $1,262.20 | 348 | 122 |
| Summit Rock Advisors, Llc | $9,233.00 | 63 | $3,975.00 | 36 | $5,258.00 | 27 | 39 |
| Tag Associates Llc | $8,354.10 | 1,116 | $351.90 | 35 | $8,002.20 | 1,081 | 68 |
| Bbr Partners, Llc | $7,347.90 | 1,196 | $6,175.10 | 1,163 | $1,172.80 | 33 | 75 |
| Mycio Wealth Partners, Llc | $6,459.40 | 4,790 | $2,830.00 | 2,721 | $3,629.40 | 2,069 | 34 |
| Kls Professional Advisors Group, Llc | $5,626.50 | 8,382 | $4,897.60 | 5,586 | $728.90 | 2,796 | 39 |
| Tiedemann Wealth Management, Llc | $5,352.20 | 1,211 | $4,743.50 | 957 | $608.70 | 254 | 35 |
| Athena Capital Advisors Llc | $5,095.10 | 421 | $2,424.40 | 229 | $2,670.70 | 192 | 53 |
| Ballentine Partners | $4,777.80 | 3,006 | $2,268.30 | 1,375 | $2,509.50 | 1,631 | 51 |
| Bp Wealth Management | $4,489.70 | 5,388 | $3,305.50 | 5,047 | $1,184.20 | 341 | 80 |
| East End Advisors, Llc | $4,474.10 | 24 | $596.90 | 9 | $3,877.20 | 15 | 15 |
| Welch & Forbes Llc | $3,948.60 | 2,429 | $3,593.80 | 2,295 | $354.80 | 134 | 53 |
| Firm | Total Assets ($M) | Total Accounts | Discretionary Assets ($M) | Discretionary Accounts | Nondiscretionary Assets ($M) | Nondiscretionary Accounts | Employees |
|---|---|---|---|---|---|---|---|
| Ronald Blue & Co. Llc | $7,827.70 | 16,606 | $7,012.20 | 16,394 | $815.50 | 212 | 272 |
| Banyan Partners, Llc | $4,581.00 | 5,392 | $3,712.00 | 5,142 | $869.00 | 250 | 90 |
| Finaccess Advisors, Llc | $4,072.10 | 233 | $0.00 | 0 | $4,072.10 | 233 | 9 |
| Homrich Berg | $3,373.90 | 5,054 | $3,038.90 | 4,938 | $335.10 | 116 | 65 |
| We Family Offices | $3,260.90 | 63 | $0.00 | 0 | $3,260.90 | 63 | 37 |
| Signature | $3,133.10 | 978 | $3,133.10 | 978 | $0.00 | 0 | 37 |
| Cv Advisors Llc | $3,111.20 | 78 | $102.30 | 5 | $3,009.00 | 73 | 22 |
| Robertson, Griege & Thoele, Financial Advisors | $2,337.00 | 3,596 | $1,653.00 | 3,558 | $684.00 | 38 | 50 |
| Wilbanks, Smith & Thomas Asset Management, Llc | $2,313.00 | 3,380 | $2,280.10 | 3,359 | $32.90 | 21 | 32 |
| South Texas Money Management, Ltd. | $2,170.10 | 2,296 | $2,085.80 | 2,254 | $84.30 | 42 | 55 |
| Paul Comstock Partners | $2,054.20 | 148 | $0.00 | 0 | $2,054.20 | 148 | 8 |
| Century Management | $2,039.90 | 1,914 | $2,039.90 | 1,914 | $0.00 | 0 | 41 |
| Foundation Resource Management, Inc. | $1,979.60 | 446 | $1,979.60 | 446 | $0.00 | 0 | 10 |
| Retirement Advisors Of America | $1,964.30 | 3,678 | $1,920.80 | 3,404 | $43.50 | 274 | 34 |
| Palladium Registered Investment Advisors | $1,694.50 | 1,561 | $1,665.20 | 1,547 | $29.30 | 14 | 24 |
| Firm | Total Assets ($M) | Total Accounts | Discretionary Assets ($M) | Discretionary Accounts | Nondiscretionary Assets ($M) | Nondiscretionary Accounts | Employees |
|---|---|---|---|---|---|---|---|
| Oxford Financial Group, Ltd | $12,452.1 | 6,460 | $1,742.7 | 1,690 | $10,709.4 | 4,770 | 130 |
| The Mutual Fund Store | $9,620.0 | 80,168 | $9,620.0 | 80,168 | $0.0 | 0 | 314 |
| Johnson Investment Counsel, Inc. | $8,194.6 | 7,925 | $8,194.6 | 7,925 | $0.0 | 0 | 105 |
| Capital Strategies Investment Group Llc | $7,500.1 | 154 | $700.1 | 63 | $6,800.0 | 91 | 17 |
| Bahl & Gaynor Inc | $7,263.5 | 1,756 | $6,864.5 | 1,715 | $398.9 | 41 | 16 |
| Reinhart Partners, Inc. | $4,851.1 | 5,163 | $4,834.0 | 5,144 | $17.1 | 19 | 39 |
| Fiduciary Counselling Inc | $4,633.8 | 1,256 | $2,209.0 | 994 | $2,424.9 | 262 | 74 |
| Gresham Partners, Llc | $4,571.6 | 1,954 | $2,396.8 | 68 | $2,174.7 | 1,886 | 26 |
| Savant Capital Management | $4,096.7 | 3,251 | $4,064.4 | 3,250 | $32.2 | 1 | 102 |
| Rmb Capital Management | $3,977.7 | 10,362 | $2,959.3 | 8,858 | $1,018.4 | 1,504 | 75 |
| Altair Advisers, Llc | $3,729.0 | 478 | $670.2 | 197 | $3,058.9 | 281 | 40 |
| Gofen And Glossberg, L.L.C. | $3,512.5 | 2,850 | $3,298.7 | 2,733 | $213.9 | 117 | 27 |
| Bartlett & Co. Llc | $3,305.4 | 2,693 | $3,210.4 | 2,562 | $95.0 | 131 | 47 |
| Orgel Wealth Management, Llc | $2,807.0 | 6,247 | $2,807.0 | 6,247 | $0.0 | 0 | 29 |
| Balasa Dinverno Foltz Llc | $2,769.2 | 4,026 | $2,631.5 | 3,977 | $137.7 | 49 | 27 |
| Firm | Total Assets ($M) | Total Accounts | Discretionary Assets ($M) | Discretionary Accounts | Nondiscretionary Assets ($M) | Nondiscretionary Accounts | Employees |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $88,200.00 | 835,107 | $88,200.00 | 835,107 | $0.00 | 0 | 429 |
| Fisher Investments | $53,827.10 | 39,135 | $53,827.10 | 39,135 | $0.00 | 0 | 1,036 |
| Hall Capital Partners Llc | $30,269.50 | 162 | $6,147.20 | 39 | $24,122.30 | 123 | 124 |
| Comprehensive Financial Management Llc | $11,200.00 | 23 | $11,200.00 | 23 | $0.00 | 0 | 24 |
| Kayne Anderson Rudnick Investment Management, Llc | $9,036.90 | 12,842 | $7,717.60 | 7,105 | $1,319.30 | 5,737 | 72 |
| Aspiriant, Llc | $8,091.00 | 5,241 | $4,892.10 | 3,762 | $3,198.90 | 1,479 | 124 |
| Litman Gregory Asset Management, Llc | $7,706.20 | 1,069 | $1,361.00 | 1,064 | $6,345.20 | 5 | 69 |
| Aperio Group, Llc | $7,060.30 | 1,436 | $7,060.30 | 1,436 | $0.00 | 0 | 26 |
| Mercer Global Advisors Inc. | $5,766.00 | 16,280 | $5,630.20 | 15,125 | $135.80 | 1,155 | 105 |
| Baker Street Advisors, Llc | $5,200.00 | 1,300 | $0.00 | 0 | $5,200.00 | 1,300 | 31 |
| Halbert Hargrove | $3,974.60 | 3,111 | $2,112.70 | 3,091 | $1,861.90 | 20 | 39 |
| Ferguson Wellman Capital Management, Inc. | $3,834.40 | 2,120 | $3,834.40 | 2,120 | $0.00 | 0 | 41 |
| Seven Post Private Investment Office | $3,753.30 | 165 | $3,367.40 | 87 | $385.90 | 78 | 13 |
| Wetherby Asset Management | $3,645.30 | 2,834 | $3,502.80 | 2,761 | $142.40 | 73 | 56 |
| Churchill Management Group | $3,390.60 | 9,162 | $3,365.30 | 9,101 | $25.20 | 61 | 37 |
Source: InvestmentNews Data
Surveys show continued misconceptions and pessimism about the program, as well as bipartisan support for reforms to sustain it into the future.
With doors being opened through new legislation and executive orders, guiding clients with their best interests in mind has never been more critical.
Meanwhile, Stephens lures a JPMorgan advisor in Louisiana, while Wells Fargo adds two wirehouse veterans from RBC.
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Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
