Top 50 Fastest-Growing RIA Firms
January 20, 2014 5:33 PM
Top 50 Fastest-Growing RIA Firms
Financial Planning’s list of the top 50 Fastest-Growing RIA Firms tracks growth in AUM between 2011 and 2013. These firms range in size, from $600 million AUM to over $3.5 billion AUM. But all are growing -- fast.
<p>No.1 Rockefeller & Co.</p>
Location: New York
AUM Growth: $3,548.6M
Investment Advisors: 56
Client Accounts: 2,899
<p>No.2 Creative Planning | Peter Mallouk, Founder, pictured above</p>
Location: Leawood, Kan.
AUM Growth: $2,554.0M
Investment Advisors: 38
Client Accounts: 21,282
<p>No.3 Banyan Partners | Peter Raimondi, CEO, pictured above</p>
Location: Palm Beach Gardens, Fla.
AUM Growth: $2,062.4M
Investment Advisors: 21
Client Accounts: 4,227
<p>No.4 Summit Rock Advisors</p>
Location: New York
AUM Growth: $1,397.34M
Investment Advisors: 18
Client Accounts: 64
<p>No.5 Shepherd Kaplan</p>
Location: Boston
AUM Growth: $1,340.1M
Investment Advisors: 16
Client Accounts: 1,688
<p>No.6 WMS Partners</p>
Location: Towson, Md.
AUM Growth: $1,297.5M
Investment Advisors: 13
Client Accounts: 389
<p>No.7 Pacific Portfolio Consulting</p>
Location: Seattle
AUM Growth: $1,293.9M
Investment Advisors: 7
Client Accounts: 228
<p>No.8 Reinhart Partners</p>
Location: Mequon, Wis.
AUM Growth: $1,273.3M
Investment Advisors: 21
Client Accounts: 5,482
<p>No.9 BBR Partners</p>
Location: New York
AUM Growth: $1,248.9M
Investment Advisors: 54
Client Accounts: 1,235
<p>No.10 Advanced Capital Group</p>
Location: Minneapolis
AUM Growth: $1,177.0M
Investment Advisors: 10
Client Accounts: 325
<p>No.11 - No.20| Jeffery H. Thomasson, CEO & Managing Director of Oxford Financial Group, pictured above</p>
No.11 Ronald Blue & Co.| Location: Roswell, Ga. | AUM Growth: $1,128.4M
No.12 RGT Capital Management | Location: Dallas | AUM Growth: $1,106.0M
No.13 Adams Hall Wealth Advisors | Location: Tulsa, Okla. | AUM Growth: $1,087.3M
No.14 Tolleson Private Wealth Management | Location: Dallas | AUM Growth: $1,086.7M
No.15 Heck Capital Advisors | Location: Rhinelande, Wis. | AUM Growth: $1,070.0M
No.16 Manchester Capital Management | Location: Mancheste, Vt. | AUM Growth: $1,047.8M
No.17 Miller/Russell & Associates | Location: Phoenix | AUM Growth: $1,046.9M
No.18 Oxford Financial Group | Location: Carmel, Ind. | AUM Growth: $1,012.2M
No.19 Mercer Global Advisors | Location: Santa Barbara, Calif. | AUM Growth: $1,011.0M
No.20 Baker Street Advisors | Location: San Francisco | AUM Growth: $979.0M
<p>No.21 - No.30 | Lisette_Cooper, Founder of Athena Capital, pictured above</p>
No.21 Seven Bridges Advisors | Location: New York | AUM Growth: $950.0M
No.22 Geller Family Office Services | Location: New York | AUM Growth: $937.7M
No.23 Altair Advisers | Location: Chicago | AUM Growth: $917.2M
No.24 Athena Capital Advisors | Location: Lincoln, Mass. | AUM Growth: $909.4M
No.25 Gresham Partners | Location: Chicago | AUM Growth: $895.1M
No.26 Hewins Financial Advisors | Location: San Mateo | AUM Growth: $856.1M
No.27 myCIO Wealth Partners | Location: Philadelphia | AUM Growth: $853.9M
No.28 Aspiriant | Location: San Francisco | AUM Growth: $843.3M
No.29 Green Square Capital | Location: Memphis, Tenn. | AUM Growth: $823.1M
No.30 Beaumont Financial Partners | Location: Wellesley Hills, Mass. | AUM Growth: $793.8M
<p>No.31 - No.40</p>
No.31 Wellspring Financial Advisors | Location: Cleveland | AUM Growth: $781.2M
No.32 Wetherby Asset Management | Location: San Francisco | AUM Growth: $779.4M
No.33 Sontag Advisory | Location: New York | AUM Growth: $773.2M
No.34 Savant Capital | Location: Rockford, Ill. | AUM Growth: $759.4
No.35 Federal Street Advisors | Location: Boston | AUM Growth: $749.6M
No.36 CM Wealth Advisors | Location: Cleveland | AUM Growth: $734.4M
No.37 RINET Company | Location: Boston | AUM Growth: $726.4M
No.38 Plancorp | Location: Saint Louis | AUM Growth: $717.9M
No.39 Ballentine Partners | Location: Waltham, Mass. | AUM Growth: $702.4M
No.40 Homrich & Berg | Location: Atlanta | AUM Growth: $698.1M
<p>No.41 - No.50</p>
No.41 Dowling & Yahnke | Location: San Diego | AUM Growth: $696.9M
No.42 Balasa Dinverno Foltz | Location: Itasca, Ill. | AUM Growth: $696.4M
No.43 Halbert Hargrove Global Advisors | Location: Long Beach, Calif. | AUM Growth: $696.2M
No.44 SignatureFD | Location: Atlanta | AUM Growth: $689M
No.45 Northeast Financial Consultants | Location: Westport, Conn. | AUM Growth: $685.9M
No.46 Inverness Counsel | Location: New York | AUM Growth: $685.7M
No.47 Signature Financial Management | Location: Norfolk, Va. | AUM Growth: $663.3M
No.48 TAG Associates | Location: New York | AUM Growth: $663M
No.49 Warren Averett Asset Management | Location: Birmingham, Ala. | AUM: $637.7M
No.50 Brighton Jones | Location: Seattle | AUM: $628.8M
