| 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 |
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
A new PitchBook analysis unpacks sticking points relating to liquidity, costs, and litigation risk for would-be investors and plan sponsors.
"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.
The collaboration will give RIAs yet another access point into the alternatives space through a new unified managed account capability.
A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to DeVoe & Company.
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.
