RIA Leaders 2017: Which firm has the most employees
January 31, 2017 5:10 PM
The Top 150 RIA Firms ranking showed which practices rose to the top, based on AUM. But other metrics go to the heart of creating a beneficial client experience.
With more than a third of America’s RIAs loosing assets under management last year, we wanted to take a look at another critical differentiator: employee headcount.
We re-ranked the Top 150 RIA Firms list to determine who leads the pack when it comes to number of employees. Click through the slides to see where the top firms stack up under this metric. If a firm did not make the Top 150 Firms list last year, the 2016 adviser headcount was not recorded.
For more insight, and to see how the RIA Leaders stack up, read our feature story, “Top RIAs lose ground ,” written by Senior Editor Ann Marsh.
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 methodologyhere.
With more than a third of America’s RIAs loosing assets under management last year, we wanted to take a look at another critical differentiator: employee headcount.
We re-ranked the Top 150 RIA Firms list to determine who leads the pack when it comes to number of employees. Click through the slides to see where the top firms stack up under this metric. If a firm did not make the Top 150 Firms list last year, the 2016 adviser 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. Plancorp
Employees 2017: 48
Employees 2016: 45
AUM (000): $3,026.11
Employees 2016: 45
AUM (000): $3,026.11
19. Pinnacle Advisory Group
Employees 2017: 51
Employees 2016: 49
AUM (000): $1,600.00
Employees 2016: 49
AUM (000): $1,600.00
18. TCI Wealth Advisors
Employees 2017: 51
Employees 2016: 43
AUM (000): $1,980.85
Employees 2016: 43
AUM (000): $1,980.85
17. Shepherd Kaplan
Employees 2017: 51
Employees 2016: 50
AUM (000): $8,350.89
Employees 2016: 50
AUM (000): $8,350.89
16. Pure Financial Advisors
Employees 2017: 52
Employees 2016: 44
AUM (000): $1,465.98
Employees 2016: 44
AUM (000): $1,465.98
15. Ballentine Partners
Employees 2017: 55
Employees 2016: 53
AUM (000): $5,989.73
Employees 2016: 53
AUM (000): $5,989.73
14. Brownson, Rehmus & Foxworth
Employees 2017: 57
Employees 2016: 56
AUM (000): $10,127.87
Employees 2016: 56
AUM (000): $10,127.87
13. Adviser Investments
Employees 2017: 60
Employees 2016: Not ranked
AUM (000): $2,094.90
Employees 2016: Not ranked
AUM (000): $2,094.90
12. South Texas Money Management
Employees 2017: 60
Employees 2016: 60
AUM (000): $2,759.06
Employees 2016: 60
AUM (000): $2,759.06
11. Wetherby Asset Management
Employees 2017: 60
Employees 2016: 59
AUM (000): $3,839.69
Employees 2016: 59
AUM (000): $3,839.69
10. Pathstone Federal Street
Employees 2017: 65
Employees 2016: 33
AUM (000): $8,275.50
Employees 2016: 33
AUM (000): $8,275.50
9. Hartland
Employees 2017: 67
Employees 2016: 60
AUM (000): $2,526.51
Employees 2016: 60
AUM (000): $2,526.51
8. RGT Wealth Advisors
Employees 2017: 72
Employees 2016: 65
AUM (000): $4,361.60
Employees 2016: 65
AUM (000): $4,361.60
7. Laird Norton Wealth Management
Employees 2017: 80
Employees 2016: 80
AUM (000): $1,466.33
Employees 2016: 80
AUM (000): $1,466.33
6. Homrich Berg
Employees 2017: 80
Employees 2016: 71
AUM (000): $4,081.97
Employees 2016: 71
AUM (000): $4,081.97
5. Brighton Jones
Employees 2017: 89
Employees 2016: 67
AUM (000): $3,292.43
Employees 2016: 67
AUM (000): $3,292.43
4. Personal Capital
Employees 2017: 123
Employees 2016: Not ranked
AUM (000): $2,853.46
Employees 2016: Not ranked
AUM (000): $2,853.46
3. Savant Capital Management
Employees 2017: 136
Employees 2016: 117
AUM (000): $4,224.36
Employees 2016: 117
AUM (000): $4,224.36
2. Oxford Financial Group
Employees 2017: 145
Employees 2016: 130
AUM (000): $13,576.98
Employees 2016: 130
AUM (000): $13,576.98
1. Ronald Blue
Employees 2017: 275
Employees 2016: 275
AUM (000): $6,636.50
Employees 2016: 275
AUM (000): $6,636.50
