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
Location: Cincinnati
19. Evanson Asset Management
Location: Carmel, Calif.
18. Iron Capital Advisors
Location: Atlanta
17. Halbert Hargrove
Location: Long Beach, Calif.
16. Wetherby Asset Management
Location: San Francisco
15. Homrich Berg
Location: Atlanta
14. Seven Post Investment Office
Location: San Francisco
13. Savant Capital Management
Location: Rockford, Ill.
12. CV Advisors
Location: Aventura, Fla.
11. Ferguson Wellman Capital Management
Location: Portland, Ore.
10. RGT Wealth Advisors
Location: Dallas
9. Mill Creek Capital Advisors
Location: Conshohocken, Pa.
8. WE Family Offices
Location: Miami
7. Ballentine Partners
Location: Waltham, Mass.
6. Athena Capital Advisors
Location: Lincoln, Mass.
5. Ronald Blue
Location: Roswell, Ga.
4. Pathstone Federal Street
Location: Fort Lee, N.J.
3. Shepherd Kaplan
Location: Boston
2. Brownson Rehmus & Foxworth
Location: Chicago
1. Oxford Financial Group
Location: Carmel, Ind.