| Rank | Firm | Phone | Website | Total assets ($M) | Total accounts | Employees |
|---|---|---|---|---|---|---|
| 1 | Silvercrest Asset Management Group | (212) 649-0600 | silvercrestgroup.com | $31,199.2 | 1,068 | 117 |
| 2 | Veritable | (610) 640-9551 | veritablelp.com | $13,588.5 | 2,999 | 85 |
| 3 | BBR Partners, LLC | (212) 313-9870 | bbrpartners.com | $10,858.4 | 2,552 | 95 |
| 4 | Summit Rock Advisors, L.P. | (212) 993-7150 | summit-rock.com | $10,735.0 | 100 | 51 |
| 5 | Rockefeller & Co., Inc. | (212) 549-5100 | rockco.com | $10,497.4 | 2,732 | 154 |
| 6 | Tiedemann Wealth Management, LLC | (212) 396-5900 | tiedemannwealth.com | $8,342.2 | 407 | 85 |
| 7 | TAG Associates LLC | (212) 275-1500 | tagassoc.com | $8,125.4 | 1,186 | 67 |
| 8 | Anchor Capital Advisors LLC | (617) 338-3800 | anchorcapital.com | $8,104.7 | 24,359 | 49 |
| 9 | Boston Private Wealth LLC | (800) 422-6172 | bostonprivatewm.com | $7,108.5 | 7,280 | 140 |
| 10 | Pinnacle Associates, Ltd. | (212) 652-3200 | pinnacleinsights.org | $6,020.8 | 3,735 | 50 |
| 11 | Athena Capital Advisors LLC | (781) 274-9300 | athenacapital.com | $5,998.7 | 446 | 47 |
| 12 | Ballentine Partners | (781)341-1300 | ballentinepartners.com | $5,989.7 | 3,376 | 55 |
| 13 | KLS Professional Advisors Group, LLC | (212) 355-0346 | klsadvisors.com | $5,515.7 | 8,991 | 49 |
| 14 | East End Advisors, LLC | (212) 218-8137 | $4,998.1 | 22 | 15 | |
| 15 | The Colony Group, LLC | (617) 723-8200 | thecolonygroup.com | $4,862.8 | 6,766 | 90 |
| Rank | Firm | Phone | website | Total assets ($M) | Total accounts | Employees |
|---|---|---|---|---|---|---|
| 1 | Oxford Financial Group, Ltd | (317) 843-5678 | ofgltd.com | $13,577.0 | 8,468 | 145 |
| 2 | Brownson, Rehmus & Foxworth | (312) 346-5850 | brfinc.com | $9,870.1 | 532 | 57 |
| 3 | Bahl & Gaynor Inc | (513) 287-6100 | bahl-gaynor.com | $8,593.3 | 2,005 | 17 |
| 4 | Johnson Investment Counsel, Inc. | (513) 661-3100 | johnsoninv.com | $8,347.4 | 8,650 | 109 |
| 5 | FCI Advisors | (816) 329-1500 | fciadvisors.com | $6,771.5 | 10,649 | 59 |
| 6 | Gresham Partners, LLC | (312) 960-0200 | greshampartners.com | $5,522.3 | 1,457 | 31 |
| 7 | RMB Capital Management | (312) 993-5800 | rmbcap.com | $4,722.3 | 12,764 | 119 |
| 8 | Fiduciary Counselling Inc. | (651) 228-0935 | fidcouns.com | $4,603.8 | 1,361 | 72 |
| 9 | Savant Capital Management | (815) 227-0300 | savantcapital.com | $4,224.4 | 3,946 | 136 |
| 10 | Altair Advisers, LLC | (312) 429-3000 | altairadvisers.com | $3,773.9 | 588 | 47 |
| 11 | Gofen And Glossberg, LLC | (312) 828-1100 | gofen.com | $3,766.4 | 3,009 | 27 |
| 12 | Bartlett & Co. LLC | (513) 621-4612 | bartlett1898.com | $3,358.3 | 1,159 | 47 |
| 13 | Zacks Investment Management, Inc. | 312-265-9266 | http://www.zacksim.com/ | $3,335.4 | 4,797 | 95 |
| 14 | Balasa Dinverno Foltz LLC | (630) 875-4900 | bdfllc.com | $3,071.9 | 4,665 | 37 |
| 15 | Orgel Wealth Management, LLC | (715) 835-6525 | orgelwealth.com | $3,032.0 | 7,026 | 34 |
| Rank | Firm | Phone | Website | Total assets ($M) | Total accounts | Employees |
|---|---|---|---|---|---|---|
| 1 | Chevy Chase Trust Company | (240) 497-5000 | chevychasetrust.com | $23,172.7 | 3,615 | 84 |
| 2 | Edelman Financial Services, LLC | (703) 818-0800 | rescue.ricedelman.com | $14,880.0 | 69,807 | 397 |
| 3 | Jasper Ridge Partners, L.P. | (817) 333-0027 | jasperridge.com | $13,317.7 | 2,743 | 68 |
| 4 | Ronald Blue & Co., LLC | (770) 280-6000 | rbis.ronblue.com | $6,636.5 | 16,436 | 275 |
| 5 | Global Financial Private Capital, LLC | (866) 641-2186 | gf-pc.com | $5,864.3 | 66,671 | 350 |
| 6 | WE Family Offices | (305) 825-2225 | wefamilyoffices.com | $5,015.1 | 69 | 43 |
| 7 | Convergent Wealth Advisors, LLC | (301) 770-6300 | convergentwealth.com | $4,693.4 | 2,961 | 56 |
| 8 | Tolleson Private Wealth Management | (214) 252-3250 | tollesonwealth.com | $4,532.2 | 2,905 | 58 |
| 9 | Finaccess Advisors, LLC | (305) 377-1112 | $4,387.5 | 153 | 12 | |
| 10 | RGT Wealth Advisors | (214) 360-7000 | rgtadvisors.com | $4,361.6 | 4,930 | 72 |
| 11 | CV Advisors LLC | (305) 358-5990 | cv-advisors.com | $4,231.8 | 103 | 27 |
| 12 | Homrich Berg | (404) 264-1400 | homrichbergfamilyoffice.com | $4,082.0 | 5,801 | 80 |
| 13 | Signature Family Wealth Advisors | (757) 625-7670 | signaturefamilywealth.com | $3,316.5 | 1,024 | 38 |
| 14 | WMS Partners, LLC | (410) 337-7575 | wmsfamilyoffice.com | $2,887.5 | 421 | 48 |
| 15 | South Texas Money Management, Ltd. | (210) 824-8916 | stmmltd.com | $2,759.1 | 2,848 | 60 |
| Rank | Firm | Phone | Website | Total assets ($M) | Total accounts | Employees |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | (408) 498-6000 | financialengines.com | $113,423.8 | 932,089 | 531 |
| 2 | Fisher Investments | (800) 851-8845 | fisherinvestments.com | $65,441.6 | 57,982 | 1,110 |
| 3 | Hall Capital Partners LLC | (415) 288-0544 | hallcapital.com | $31,899.2 | 167 | 133 |
| 4 | Aperio Group, LLC | (415) 339-4300 | aperiogroup.com | $13,243.1 | 2,512 | 50 |
| 5 | Comprehensive Financial Management LLC | (408) 358-3316 | $11,295.0 | 29 | 26 | |
| 6 | Kayne Anderson Rudnick Investment Management, LLC | (310) 556-2721 | kayne.com | $9,629.3 | 14,629 | 81 |
| 7 | Aspiriant, LLC | (415) 371-7800 | aspiriant.com | $9,306.1 | 7,041 | 154 |
| 8 | Mercer Global Advisors Inc. | (800) 258-1559 | merceradvisors.com | $6,908.0 | 19,525 | 120 |
| 9 | Litman Gregory Asset Management, LLC | (925) 254-8999 | lgam.com | $6,148.7 | 1,194 | 68 |
| 10 | Scharf Investments, LLC | (831) 429-6513 | scharfinvestments.com | $5,118.0 | 2,640 | 21 |
| 11 | Ferguson Wellman Capital Management, Inc. | (503) 226-1444 | fergusonwellman.com | $4,311.9 | 2,414 | 44 |
| 12 | Seven Post Investment Office LP | (415) 341-9300 | sevenpost.com | $4,178.9 | 372 | 14 |
| 13 | Churchill Management Group | (323) 937-7110 | churchillmanagement.com | $4,069.5 | 13,034 | 55 |
| 14 | Wetherby Asset Management | (415) 399-9159 | wetherby.com | $3,839.7 | 3,193 | 60 |
| 15 | Halbert Hargrove | (562) 435-5657 | halberthargrove.com | $3,817.8 | 3,259 | 43 |
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
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A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
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