FEED
Top 50 RIAs
January 1, 2012
The Top RIAs is compiled by RIA Database, which determines its lists based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent, fee-only wealth managers, many large firms with registered reps or a high level of institutional assets were excluded. RIA Database is the leading provider of web-based, searchable databases of RIAs, Registered Reps, Broker/Dealers, and Bank/Trust Institutions.
| Top RIA By Growth | Firm Name | City | State | AUM (Billions) | Increase in discretionary assets since 2008 (millions) | Total accounts | Employees | Investment advisors | Custodian clearing Firm | Website |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GenSpring Family Off. | Palm Beach Gardens | FL | $16.85 | $1,572.94 | 13,119 | 251-500 | 51-250 | Schwab | genspring.com |
| 2 | Oxford Financial Group | Carmel | IN | $10.44 | $393.49 | 5,196 | 51-250 | 11-50 | Schwab, Fidelity | ofgltd.com |
| 3 | Veritable | Newtown Square | PA | $10.06 | $647.89 | 2,642 | 51-250 | 11-50 | Fidelity, Schwab | veritablelp.com |
| 4 | Ronald Blue & Co. | Roswell | GA | $5.83 | $396.76 | 14,271 | 251-500 | 51-250 | Schwab, Fidelity | everydaysteward.com |
| 5 | BBR Partners | New York | NY | $5.39 | $991.36 | 982 | 51-250 | 11-50 | Schwab, Fidelity | bbrpartners.com |
| 6 | myCIO Wealth Partners | Philadelphia | PA | $5.32 | $568.16 | 3,546 | 11-50 | 11-50 | Schwab, TD Ameritrade, Pershing, | myciowp.com |
| 7 | KLS Professional Advisors Group | New York | NY | $4.18 | $459.44 | 6,894 | 11-50 | 11-50 | Schwab, Fidelity | klsadvisors.com |
| 8 | Luminous Capital | Los Angeles | CA | $3.86 | $2,018.46 | 1,482 | 11-50 | 11-50 | Schwab, Fidelity | luminouscap.com |
| 9 | Ballentine Partners | Waltham | MA | $3.25 | $1,928.00 | 2,238 | 11-50 | 11-50 | Fidelity, Schwab | ballentinepartners.com |
| 10 | Buckingham Asset Management | St Louis | MO | $3.12 | $1,345.83 | 7,478 | 51-250 | 11-50 | Schwab | buckinghamassetmanagement.com |
| 11 | Wetherby Asset Management | San Francisco | CA | $3.02 | $752.83 | 3,117 | 51-250 | 11-50 | Schwab | wetherby.com |
| 12 | Spruce Private Investors | Stamford | CT | $2.85 | $1,229.44 | 170 | 11-50 | 6-10 | N/A | spruceinvest.com |
| 13 | Evercore Wealth Management | New York | NY | $2.53 | $2,401.78 | 819 | 11-50 | 11-50 | N/A | evercorewealthmanagement.com |
| 14 | Tiedemann Wealth Management | New York | NY | $2.37 | $319.39 | 954 | 11-50 | 11-50 | N/A | tiedemannwealth.com |
| 15 | Creative Planning | Overland Park | KS | $2.26 | $1,393.27 | 7,677 | 11-50 | 11-50 | TD Ameritrade, Schwab | thinkingbeyond.com |
| 16 | Atherton Lane Advisers | Menlo Park | CA | $2.25 | $425.65 | 742 | 11-50 | 11-50 | Schwab | athertonlane.com |
| 17 | Evanson Asset Management | Carmel | CA | $2.19 | $410.09 | 2,970 | 6-10 | 1-5 | Schwab, Vanguard, Fidelity, Aegon, TD Ameritrade | evansonasset.com |
| 18 | Signature Financial Management | Norfolk | VA | $2.16 | $1,303.68 | 794 | 11-50 | 11-50 | Schwab, Fidelity | signatureus.com |
| 19 | Savant Capital Management | Rockford | IL | $2.09 | $533.97 | 2,211 | 51-250 | 11-50 | TD Ameritrade, Schwab, Fidelity, The Vanguard Group | zeroalphagroup.com |
| 20 | Arlington Partners | Birmingham | AL | $2.06 | $619.34 | 703 | 11-50 | 6-10 | N/A | arlingtonpartners.com |
| 21 | Mill Creek Capital Advisors | Conshohocken | PA | $2.00 | $907.28 | 1,872 | 11-50 | 6-10 | N/A | mireekcap.com |
| 22 | RMB Capital Management | Chicago | IL | $2.00 | $346.08 | 7,453 | 51-250 | 51-250 | Fidelity,Morgan Stanley, Schwab, Smith Barney | rmbcap.com |
| 23 | Silver Bridge | Boston | MA | $1.94 | $608.99 | 1,921 | 11-50 | 11-50 | N/A | silverbridgeadv.com |
| 24 | Capital Investment Counsel Inc | Denver | CO | $1.83 | $470.03 | 3,742 | 11-50 | 11-50 | Schwab | cicinvestments.com |
| 25 | Joel Isaacson & Co. | New York | NY | $1.75 | $714.33 | 2,945 | 11-50 | 11-50 | Schwab, TD Ameritrade | joelisaacson.com |
| 26 | Balasa Dinverno Foltz | Itasca | IL | $1.74 | $325.67 | 3,144 | 11-50 | 11-50 | Schwab, TD Ameritrade | bdfllc.com |
| 27 | Manchester Capital Management | Manchester | VT | $1.70 | $350.77 | 853 | 11-50 | 6-10 | Schwab, Fidelity | mcmllc.com |
| 28 | Halbert Hargrove | Long Beach | CA | $1.66 | $308.53 | 669 | 11-50 | 11-50 | Fidelity | halberthargrove.com |
| 29 | Dowling & Yahnke | San Diego | CA | $1.58 | $411.39 | 2,533 | 11-50 | 6-10 | Schwab | dywealth.com |
| 30 | ThomasPartners | Wellesley | MA | $1.36 | $522.67 | 2,292 | 6-10 | 6-10 | TD Ameritrade, Schwab | thomaspartnerscom |
| 31 | Adviser Investments | Newton | MA | $1.34 | $464.93 | 4,544 | 11-50 | 11-50 | Fidelity | adviserinvestments.com |
| 32 | Columbia Financial Advisors | Washington | DC | $1.28 | $1,254.90 | 73 | 1-5 | 1-5 | Schwab | columbiaadvisors.com |
| 33 | Hillview Capital Advisors | Radnor | PA | $1.24 | $419.18 | 996 | 11-50 | 6-10 | Fidelity | hillviewcap.com |
| 34 | Alesco Advisors | Pittsford | NY | $1.24 | $563.02 | 628 | 11-50 | 6-10 | Schwab | alescoadvisors.com |
| 35 | Steele Capital Management | Dubuque | IA | $1.20 | $598.77 | 1,427 | 11-50 | 6-10 | Schwab | steelecapital.com |
| 36 | Miller/Russell & Associates | Phoenix | AZ | $1.17 | $809.16 | 433 | 11-50 | 6-10 | Schwab | miller-russell.com |
| 37 | Mainstay Capital Management | Grand Blanc | MI | $1.12 | $455.90 | 2,958 | 11-50 | 6-10 | Schwab, Fidelity, TD Ameritrade | mainstaycapital.com |
| 38 | Tower Wealth Managers | Prairie Village | KS | $1.10 | $402.96 | 1,616 | 6-10 | 1-5 | N/A | towerwealthmanagers.com |
| 39 | WIPFLi Hewins Investment Advisors | San Mateo | CA | $1.08 | $401.99 | 1,821 | 11-50 | 11-50 | Schwab & Company, | wipflihewins.com |
| 40 | Pathstone Family Office | Englewood | NJ | $1.04 | $647.83 | 845 | 11-50 | 6-10 | Pershing, , Schwab | pathstone.com |
| 41 | Gibson Capital | Wexford | PA | $1.00 | $894.64 | 549 | 6-10 | 1-5 | Fidelity | gibsoncapital.com |
| 42 | Brouwer & Janachowski | Tiburon | CA | $0.97 | $371.64 | 983 | 11-50 | 6-10 | Schwab | fundmastery.com |
| 43 | Banyan Partners | Palm Beach Gardens | FL | $0.97 | $563.63 | 2,897 | 11-50 | 6-10 | Fidelity, Schwab | banyanpartners.net |
| 44 | Modera Wealth Management | Boston | MA | $0.96 | $942.97 | 2,716 | 11-50 | 11-50 | N/A | backbayfinancial.com |
| 45 | Bristlecone Advisors | Seattle | WA | $0.96 | $324.64 | 526 | 11-50 | 6-10 | Schwab | bristleconeadvisors.com |
| 46 | Covenant Multi-family Offices | San Antonio | TX | $0.88 | $881.00 | 501 | 11-50 | 11-50 | N/A | convenantmfo.com |
| 47 | Arcus Capital Partners | Atlanta | GA | $0.85 | $497.50 | 498 | 6-10 | 1-5 | Schwab | arcuscp.com |
| 48 | Balentine | Atlanta | GA | $0.79 | $388.29 | 607 | 11-50 | 6-10 | Pershing, | balentine.com |
| 49 | Investment Counsel Co. Of Nevada | Las Vegas | NV | $0.77 | $470.96 | 592 | 11-50 | 1-5 | Schwab | iccnv.com |
| 50 | HPM Partners | New York | NY | $0.75 | $754.27 | 155 | 11-50 | 6-10 | Schwab | hpmpartners.com |
Fastest Growing RIAs
The list of top RIAs by growth was compiled by RIA Database, which ranks firms by the increase in their discretionary assets since 2008. RIA Database is the leading provider of web-based, searchable databases of RIAs, Registered Reps, Broker/Dealers, and Bank/Trust Institutions.
| Emerging Managers Ranked by AUM | Firm Name | City | State | Total AUM (millions) | Growth in AUM since 2008 (millions) | Employees | Investment advisors | Websites |
|---|---|---|---|---|---|---|---|---|
| 1 | Huber Financial | Buffalo Grove | IL | $493.02 | $208.95 | 6-10 | 1-5 | huberfinancial.com |
| 2 | Vision Capital Management | Portland | OR | $461.20 | $288.74 | 6-10 | 6-10 | vcmi.net |
| 3 | Daintree Advisors | Boston | MA | $450.00 | $450.00 | 11-50 | 6-10 | daintreeadvisors.com |
| 4 | Patriot Investment Management Group | Knoxville | TN | $432.06 | $253.63 | 11-50 | 11-50 | patriotinvestment.com |
| 5 | Relyea Zuckerberg Hanson | Stamford | CT | $427.00 | $427.00 | 6-10 | 1-5 | rzhadvisors.com |
| 6 | Granite Investment Partners | El Segundo | CA | $418.19 | $418.19 | 11-50 | 6-10 | granitepartners-llc.com |
| 7 | Trovena | Redondo Beach | CA | $413.06 | $263.06 | 6-10 | 6-10 | trovena.com |
| 8 | Glassman Wealth Services | Mclean | VA | $407.10 | $407.10 | 1-5 | 1-5 | glassmanwealth.com |
| 9 | Botty Investors | Chicago | IL | $405.00 | $405.00 | 1-5 | 1-5 | N/A |
| 10 | Congress Wealth Management | Boston | MA | $401.61 | $401.61 | 6-10 | 1-5 | congresswealth.com |
| 11 | Assetbuilder | Plano | TX | $401.35 | $258.08 | 6-10 | 1-5 | assetbuilder.com |
| 12 | Next Capital Management | New York | NY | $392.24 | $225.76 | 6-10 | 6-10 | nextcapitalmgmt.com |
| 13 | Sequent Asset Management | Houston | TX | $390.16 | $276.28 | 1-5 | 1-5 | sequentasset.com |
| 14 | Wealthquest Corporation | Cinnati | OH | $388.15 | $206.15 | 11-50 | 6-10 | wqcorp.com |
| 15 | Novare Capital Management | Charlotte | NC | $385.20 | $204.96 | 6-10 | 6-10 | novarecapital.com |
| 16 | Independence Advisors | Wayne | PA | $382.08 | $382.08 | 1-5 | 1-5 | independenceadvisors.com |
| 17 | Stillwater Capital Advisors | Wayne | PA | $382.00 | $382.00 | 6-10 | 1-5 | stillwateradv.com |
| 18 | Clear Harbor Asset Management | New York | NY | $378.68 | $378.68 | 11-50 | 6-10 | clearharboram.com |
| 19 | Yolles, Toal & Post - Diversified Portfolios | Bloomfield Hills | MI | $375.00 | $304.30 | 1-5 | 1-5 | diversifiedportfolios.net |
| 20 | Gratus Capital Management | Atlanta | GA | $365.00 | $265.00 | 6-10 | 1-5 | gratuscapital.com |
| 21 | The Moorings Group | Atlanta | GA | $362.07 | $230.85 | 1-5 | 1-5 | mooringsgroup.com |
| 22 | Agw Capital Advisors | Tampa | FL | $361.68 | $361.68 | 1-5 | 1-5 | agwcapital.com |
| 23 | Hartland & Co. | Cleveland | OH | $355.59 | $355.59 | 11-50 | 11-50 | hartlandco.com |
| 24 | Astraeus Wealth Advisers | Park Ridge | IL | $352.60 | $213.25 | 1-5 | 1-5 | astraeusadvisers.com |
| 25 | Oak Tree Advisory Services | Carlsbad | CA | $350.95 | $325.45 | 1-5 | 1-5 | oaktreeadvisory.com |
| 26 | Palisade Asset Management | Minneapolis | MN | $349.13 | $220.88 | 6-10 | 6-10 | palisadeam.com |
| 27 | Galapagos Partners | Houston | TX | $335.87 | $279.10 | 1-5 | 1-5 | gplp.com |
| 28 | Trinity Portfolio Advisors | Fort Worth | TX | $325.99 | $325.99 | 11-50 | 11-50 | themgroup.org |
| 29 | Yeske Buie | Vienna | VA | $325.84 | $325.84 | 6-10 | 1-5 | davidyeske.com |
| 30 | Pure Financial Advisors | San Diego | CA | $322.89 | $319.92 | 11-50 | 11-50 | purefinancial.com |
| 31 | O'Brien Management | Cambridge | MA | $321.51 | $321.51 | 6-10 | 6-10 | obrienmanagement.com |
| 32 | Carnegie Investment Counsel | Beachwood | OH | $313.60 | $313.60 | 6-10 | 6-10 | carnegie-capital.com |
| 33 | Quorum Investment Counsel | Miami | FL | $313.00 | $313.00 | 1-5 | 1-5 | quorumcounsel.com |
| 34 | Spectrum Management Group | Indianapolis | IN | $306.98 | $306.98 | 6-10 | 1-5 | spectrum-mgmt.com |
| 35 | Empirical Wealth Management | Seattle | WA | $291.13 | $291.13 | 6-10 | 1-5 | empiradio.com |
| 36 | DLS Capital Management | Bannockburn | IL | $274.50 | $274.50 | 1-5 | 1-5 | dlscapital.net |
| 37 | Evermay Wealth Management | Washington | DC | $269.21 | $269.21 | 6-10 | 1-5 | evermaywealth.com |
| 38 | Bienville Capital Management | New York | NY | $260.94 | $260.94 | 6-10 | 1-5 | bienvillecapital.com |
| 39 | Sundance Advisors | Pittsburgh | PA | $250.00 | $225.00 | 1-5 | 1-5 | N/A |
| 40 | Keats, Connelly And Associates | Phoenix | AZ | $248.76 | $248.76 | 11-50 | 11-50 | keatsconnelly.ca |
| 41 | Summit Wealth Management | Orlando | FL | $243.88 | $211.64 | 6-10 | 1-5 | mysummitwealth.com |
| 42 | Wanger Omniwealth | Chicago | IL | $241.20 | $241.20 | 6-10 | 6-10 | wangeromniwealth.com |
| 43 | McNamara Financial Services | Marshfield | MA | $236.69 | $236.69 | 6-10 | 1-5 | mcnamarafinancial.com |
| 44 | Etesian Wealth Advisors | Lake Oswego | OR | $231.57 | $231.57 | 6-10 | 1-5 | etesianwealthadvisors.com |
| 45 | The Mather Group | Oakbrook Terrace | IL | $224.00 | $224.00 | 1-5 | 1-5 | themathergroup.com |
| 46 | Kavar Capital Partners | Leawood | KS | $210.51 | $210.51 | 1-5 | 1-5 | kavarcapital.com |
| 47 | Garde Capital | Seattle | WA | $206.70 | $206.70 | 6-10 | 6-10 | gardecapital.com |
| 48 | Bridgewater Wealth & Financial Management | Bethesda | MD | $202.67 | $202.67 | 6-10 | 1-5 | bridgewaterwealth.com |
| 49 | Yellowbrickroad Financial Advisors | San Francisco | CA | $198.97 | $198.97 | 6-10 | 1-5 | ww.ybrfinancialadvisors.com |
| 50 | The Insight Group | Salt Lake City | UT | $197.00 | $197.00 | 6-10 | 6-10 | insightgroup.com |
