RIA Leaders 2017: Top 20 firms
January 8, 2017 1:47 PM
A surprise awaited Financial Planning editors and reporters when we scrutinized data that guides our annual RIA Leaders list. More than a third of the nation’s largest RIAs lost assets under management over the previous year, including many of the largest firms. Is this the beginning of decumulation? Or merely a confluence of other factors, including market performance? Click through the images above to see how the RIA Leaders stack up, and read our feature story, “Top RIAs lose ground ,” written by Senior Editor Ann Marsh, for more insight and answers.
As with previous years, our 6th Leaders ranking makes every effort to exclude firms with conflicts of interest, such as broker-dealer and insurance company affiliations. You can see our methodologyhere .
As with previous years, our 6th Leaders ranking makes every effort to exclude firms with conflicts of interest, such as broker-dealer and insurance company affiliations. You can see our methodology
20. Bartlett
AUM (000): $3,358
Location: Cincinnati
Location: Cincinnati
19. Evanson Asset Management
AUM (000): $3,408
Location: Carmel, Calif.
Location: Carmel, Calif.
18. Iron Capital Advisors
AUM (000): $3,520
Location: Atlanta
Location: Atlanta
17. Halbert Hargrove
AUM (000): $3,818
Location: Long Beach, Calif.
Location: Long Beach, Calif.
16. Wetherby Asset Management
AUM (000): $3,840
Location: San Francisco
Location: San Francisco
15. Homrich Berg
AUM (000): $4,082
Location: Atlanta
Location: Atlanta
14. Seven Post Investment Office
AUM (000): $4,179
Location: San Francisco
Location: San Francisco
13. Savant Capital Management
AUM (000): $4,224
Location: Rockford, Ill.
Location: Rockford, Ill.
12. CV Advisors
AUM (000): $4,232
Location: Aventura, Fla.
Location: Aventura, Fla.
11. Ferguson Wellman Capital Management
AUM (000): $4,312
Location: Portland, Ore.
Location: Portland, Ore.
10. RGT Wealth Advisors
AUM (000): $4,362
Location: Dallas
Location: Dallas
9. Mill Creek Capital Advisors
AUM (000): $4,706
Location: Conshohocken, Pa.
Location: Conshohocken, Pa.
8. WE Family Offices
AUM (000): $5,015
Location: Miami
Location: Miami
7. Ballentine Partners
AUM (000): $5,990
Location: Waltham, Mass.
Location: Waltham, Mass.
6. Athena Capital Advisors
AUM (000): $5,999
Location: Lincoln, Mass.
Location: Lincoln, Mass.
5. Ronald Blue
AUM (000): $6,637
Location: Roswell, Ga.
Location: Roswell, Ga.
4. Pathstone Federal Street
AUM (000): $8,276
Location: Fort Lee, N.J.
Location: Fort Lee, N.J.
3. Shepherd Kaplan
AUM (000): $8,351
Location: Boston
Location: Boston
2. Brownson Rehmus & Foxworth
AUM (000): $10,128
Location: Chicago
Location: Chicago
1. Oxford Financial Group
AUM (000): $13,577
Location: Carmel, Ind.
Location: Carmel, Ind.
