After noting that more than a third of the nation’s largest RIAs lost assets under management last year, we wanted to dive into a another critical metric: advisor headcount.
We shook up the Top 150 RIA Firms list and ranked them based on how many advisors each practice has. Click through the slides to see if the industry's top firms added, retained or even lost advisors over the previous year. If a firm did not make the Top 150 Firms list last year the 2016 advisor headcount was not recorded.
For more insight, and to see how the RIA Leaders stack up, read our feature story, “
As with previous years, our 6th annual 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. Wetherby Asset Management
Advisors 2016: 35
AUM (000): $3,839.69
19. Parallel Advisors
Advisors 2016: Not ranked
AUM (000): $1,037.17
18. Adviser Investments
Advisors 2016: Not ranked
AUM (000): $2,094.90
17. South Texas Money Management
Advisors 2016: 26
AUM (000): $2,759.06
16. Laird Norton Wealth Management
Advisors 2016: 38
AUM (000): $1,466.33
15. Parsec Financial Management
Advisors 2016: 19
AUM (000): $1,722.27
14. EP Wealth Advisors
Advisors 2016: 23
AUM (000): $2,180
13. Oxford Financial Group
Advisors 2016: 30
AUM (000): $13,576.98
12. Brighton Jones
Advisors 2016: 32
AUM (000): $3,292.43
11. Pathstone Federal Street
Advisors 2016: 11
AUM (000): $8,275.50
10. Hamilton Capital Management
Advisors 2016: Not ranked
AUM (000): $1,545.18
9. Valeo Financial Advisors
Advisors 2016: Not ranked
AUM (000): $2,005.47
8. Balasa Dinverno Foltz
Advisors 2016: 34
AUM (000): $3,071.92
7. Halbert Hargrove
Advisors 2016: 32
AUM (000): $3,817.84
6. Ballentine Partners
Advisors 2016: 48
AUM (000): $5,989.73
5. Brownson, Rehmus & Foxworth
Advisors 2016: 48
AUM (000): $10,127.87
4. Retirement Advisors of America
Advisors 2016: 20
AUM (000): $1,865.76
3. Savant Capital Management
Advisors 2016: 48
AUM (000): $4,224.36
2. Personal Capital
Advisors 2016: Not ranked
AUM (000): $2,853.46
1. Ronald Blue
Advisors 2016: 157
AUM (000): $6,636.50