| Rank 2019 | 2019 Total | Discretionary | Nondiscretionary | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Firm | Phone/website | % change | assets ($M) | accounts | assets ($M) | accounts | assets ($M) | accounts | Employees | |
| 1 | The Mather Group 353 N. Clark St., Suite 2775 Chicago, IL 60654 | (630) 537-1078 themathergroup.com | 180% | $4,145.20 | 5,825 | $2,931.50 | 2,993 | $1,213.80 | 2,832 | 52 |
| 2 | Dynamic Wealth Advisors 2415 E. Camelback Rd., Suite 700 Phoenix, AZ 85016 | (877) 257-3840 dynamicwealthadvisors.com | 85% | $1,451.20 | 6,248 | $1,298.70 | 6,132 | $152.50 | 116 | 74 |
| 3 | Camden Capital 2301 Rosecrans Ave., Suite 2110 El Segundo, CA 90245 | (310) 725-0210 linkedin.com/company/camden-capital-management-llc | 61% | $3,174.60 | 3,317 | $2,086.70 | 2,530 | $1,087.90 | 787 | 24 |
| 4 | TCG Advisors 900 S. Capital of Texas Hwy., Suite 350 Austin, TX 78746 | (512) 600-5221 tcgservices.com | 60% | $2,817.30 | 1,733 | $2,133.10 | 1,578 | $684.20 | 155 | 90 |
| 5 | LGL Partners 1 Tower Bridge, 100 Front St., Suite 1300 West Conshohocken, PA 19428 | (610) 545-6100 lglpartners.com | 58% | $1,772.40 | 400 | $642.50 | 265 | $1,129.90 | 135 | 24 |
| 6 | Raub Brock Capital Management Larkspur Landing Cir., Suite 240 Larkspur, CA 94939 | (415) 927-6990 raubbrock.com | 50% | $1,912.80 | 5,832 | $464.80 | 955 | $1,448.00 | 4,877 | 700 |
| 7 | Artemis Wealth Advisors 570 Lexington Ave, 39th Floor New York, NY 10022 | (212) 838-9000 artemiswa.com | 46% | $1,199.00 | 13 | $683.90 | 11 | $515.10 | 2 | 10 |
| 8 | Venturi Wealth Management 3600 N. Capital of Texas Hwy., Bld. B, Suite 100 Austin, TX 78746 | (512) 220-2035 venturiwealthmanagement.com | 44% | $1,009.10 | 1,774 | $992.80 | 1,717 | $16.20 | 57 | 16 |
| 9 | AdvicePeriod 2121 Avenue of the Stars, Suite 2400 Los Angeles, CA 90067 | (424) 281-3600 adviceperiod.com | 34% | $3,039.00 | 3,127 | $3,034.70 | 3,121 | $4.30 | 6 | 64 |
| 10 | Personal Capital Advisors Corporation 250 Montgomery St., Suite 700 San Francisco, CA 94104 | (415) 800-5922 personalcapital.com | 32% | $8,558.60 | 52,331 | $8,558.60 | 52,331 | $0.00 | 0 | 236 |
| 11 | Reynders, Mcveigh Capital Management 121 High St., Fourth Floor Boston, MA 2110 | (617) 226-9999 reyndersmcveigh.com | 28% | $1,928.50 | 1,470 | $1,734.30 | 1,403 | $194.10 | 67 | 25 |
| 12 | Parallel Advisors 150 Spear St., Suite 950 San Francisco, CA 94105 | (866) 627-6984 twitter.com/paralleladv?lang=en | 27% | $2,386.80 | 6,575 | $2,386.80 | 6,575 | $0.00 | 0 | 54 |
| 13 | Private Ocean 100 Smith Ranch Rd., Suite 300 San Rafael, CA 94903 | (415) 526-2900 salientwealth.com | 26% | $2,004.70 | 3,622 | $1,991.60 | 3,479 | $13.10 | 143 | 53 |
| 14 | Biltmore Family Office 6836 Morrison Blvd., Suite 100 Charlotte, NC 28211 | (704) 248-5230 biltmorefamilyoffice.com | 25% | $1,584.50 | 700 | $887.60 | 477 | $696.90 | 223 | 13 |
| 15 | Glassman Wealth Services 8000 Towers Crescent Dr., Suite 1450 Vienna, VA 22182 | (703) 534-4444 facebook.com/glassmanwealth | 25% | $1,370.90 | 1,768 | $1,370.90 | 1,768 | $0.00 | 0 | 11 |
| 16 | Meristem Family Wealth 701 Carlson Parkway, Suite 1400 Minnetonka, MN 55305 | (952) 835-2577 meristemfw.com | 23% | $3,237.40 | 578 | $1,508.30 | 264 | $1,729.10 | 314 | 39 |
| 17 | The Clarius Group 999 Third Ave., Suite 3050 Seattle, WA 98104 | (206) 462-7400 clariusgroup.com | 23% | $1,398.00 | 520 | $804.50 | 388 | $593.50 | 132 | 23 |
| 18 | Bridges Investment Management 1125 S. 103 St., Suite 580 Omaha, NE 68124 | (402) 397-4700 bridgesinv.com | 22% | $4,235.30 | 1,652 | $4,124.60 | 1,562 | $110.60 | 90 | 35 |
| 19 | Aureus Asset Management 1 Winthrop Square Boston, MA 2110 | (617) 728-8900 aureus-asset.com | 22% | $2,835.50 | 550 | $907.00 | 509 | $1,928.40 | 41 | 12 |
| 20 | EP Wealth Advisors 21515 Hawthorne Blvd., Suite 1200 Torrance, CA 90503 | (310) 543-4559 epwealth.com | 22% | $4,390.00 | 9,111 | $4,290.00 | 8,959 | $100.00 | 152 | 99 |
| 21 | IWP Wealth Management 2719 E. Third Ave. Denver, CO 80206 | (720) 328-9700 linkedin.com/company/iwp-wealth | 20% | $1,992.70 | 45 | $211.50 | 13 | $1,781.20 | 32 | 20 |
| 22 | Wealthquest Corporation 50 E. Business Way, Suite 120 Cincinnati, OH 45241 | (513) 530-9700 wqcorp.com | 20% | $1,048.40 | 3,680 | $1,044.40 | 3,666 | $4.00 | 14 | 24 |
| 23 | Heritage Wealth Advisors 919 East Main St., Suite 950 Richmond, VA 23219 | (804) 643-4080 heritagewealth.net | 20% | $1,642.20 | 1,030 | $818.30 | 978 | $823.90 | 52 | 25 |
| 24 | Stearns Financial Group 324 W. Wendover Ave., Suite 204 Greensboro, NC 27408 | (336) 230-1811 stearnsfinancial.com | 18% | $1,310.30 | 2,115 | $1,310.30 | 2,115 | $0.00 | 0 | 29 |
| 25 | Interocean Capital 980 N. Michigan Ave., Suite 1780 Chicago, IL 60611 | (312) 648-1720 interoceancapital.com | 17% | $1,947.30 | 2,739 | $1,542.10 | 2,353 | $405.20 | 386 | 16 |
The company has raised funds in both its Friends of Raymond James nonprofit and for community support, following Hurricanes Helene and Milton.
The asset management giant is looking to solidify its relationships with wealth platforms, broker-dealers and RIAs through a newly created global leadership role.
Survey of youngerHNWIs offers insights on spending habits, income sources, and the pursuit of financial independence.
The firm's definitive agreement to snap up a financial services firm and its subsidiaries will add 120 financial advisors to its network.
“How can a firm supervise a broker when he’s got numerous text communications that have no visibility?” Jeff Erez asked.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success
