Top-Rated Wealth Management Firms

CNBC charts the top 100 wealth managers of 2015

The CNBC editorial team presents our second annual list of the Top 100 Fee-Only Wealth Management Firms, with full firm financial and contact information:


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1. Creative Planning, Inc.
Main office address3400 College Blvd., Leawood, KS 66211
Main office telephone number913-338-2727
Years in business32
Total assets under management$14,550,748,882
Advisory clientsMore than 100
Average account size $373,537
Assets under management growth 5 yrs annualized191%
Advisor-to-client ratio1-to-306.7
Percentage of female advisors at firm13%
2. Carlson Capital Management
Main office address11 Bridge Square, Northfield, MN 55057
Main office telephone number507-645-8887
Years in business25
Total assets under management$1,225,725,392
Advisory clientsMore than 100
Average account size $264,850
Assets under management growth 5 yrs annualized47%
Advisor-to-client ratio1-to-330.6
Percentage of female advisors at firm27%
3. CPS Investment Advisors
Main office address205 E. Orange St., Lakeland, FL 33801
Main office telephone number863-688-1725
Years in business26
Total assets under management$915,983,181
Advisory clientsMore than 100
Average account size $264,659
Assets under management growth 5 yrs annualized60%
Advisor-to-client ratio1-to-346.1
Percentage of female advisors at firm27%
4. Jackson Thornton Asset Management, LLC
Main office address200 Commerce St., Montgomery, AL 36104
Main office telephone number334-834-7660
Years in business13
Total assets under management$821,363,907
Advisory clientsMore than 100
Average account size $604,388
Assets under management growth 5 yrs annualized50%
Advisor-to-client ratio1-to-169.9
Percentage of female advisors at firm33%
5. BKD Wealth Advisors, LLC
Main office address910 E. St. Louis St., Suite 200, Springfield, MO 65806
Main office telephone number417-866-5822
Years in business16
Total assets under management$2,546,629,286
Advisory clientsMore than 100
Average account size $684,578
Assets under management growth 5 yrs annualized51%
Advisor-to-client ratio1-to-286.2
Percentage of female advisors at firm20%
6. SB Capital Management, Inc.
Main office address6345 Balboa Blvd., Building 4, Suite 375, Encino, CA 91316
Main office telephone number818-774-1000 X 105
Years in business12
Total assets under management$527,048,674
Advisory clientsMore than 100
Average account size $672,256
Assets under management growth 5 yrs annualized47%
Advisor-to-client ratio1-to-156.8
Percentage of female advisors at firm25%
7. Adams Hall Wealth Advisors, LLC
Main office address4200 W. 115th St., Suite 100, Leawood, KS 66211
Main office telephone number913-647-9700
Years in business19
Total assets under management$2,289,589,852
Advisory clientsMore than 100
Average account size $1,360,422
Assets under management growth 5 yrs annualized63%
Advisor-to-client ratio1-to-112.2
Percentage of female advisors at firm47%
8. AKT Wealth Advisors, LP
Main office address5665 SW Meadows Rd., Suite 200, Lake Oswego, OR 97035
Main office telephone number503-620-5329
Years in business7
Total assets under management$787,958,000
Advisory clientsMore than 100
Average account size $624,868
Assets under management growth 5 yrs annualized58%
Advisor-to-client ratio1-to-90.1
Percentage of female advisors at firm44%
9. GHP Investment Advisors, Inc.
Main office address1670 Broadway, Suite 3000, Denver, CO 80202
Main office telephone number303-831-5000
Years in business20
Total assets under management$905,501,819
Advisory clientsMore than 100
Average account size $432,840
Assets under management growth 5 yrs annualized50%
Advisor-to-client ratio1-to-348.7
Percentage of female advisors at firm25%
10. Droms Strauss Wealth Management
Main office address501 N. Lindbergh Blvd., St. Louis, MO 63141
Main office telephone number314-862-9100
Years in business17
Total assets under management$334,752,000
Advisory clientsMore than 100
Average account size $431,381
Assets under management growth 5 yrs annualized58%
Advisor-to-client ratio1-to-258.7
Percentage of female advisors at firm29%
11. Semmax Financial Advisors, Inc.
Main office address2300 W. Meadowview Rd., Suite 101, Greensboro, NC 27407
Main office telephone number336-856-0080
Years in business7
Total assets under management$567,304,258
Advisory clientsMore than 100
Average account size $463,484
Assets under management growth 5 yrs annualized8,122%
Advisor-to-client ratio1-to-306
Percentage of female advisors at firm42%
12. Daniels + Tansey, LLP
Main office address1013 Centre Rd., Suite 220, Wilmington, DE 19805
Main office telephone number302-594-1070
Years in business11
Total assets under management$279,470,328
Advisory clientsMore than 100
Average account size $539,518
Assets under management growth 5 yrs annualized54%
Advisor-to-client ratio1-to-172.7
Percentage of female advisors at firm36%
13. Buckingham Asset Management, LLC
Main office address8182 Maryland Ave., Suite 500, St. Louis, MO 63105
Main office telephone number314-725-0455
Years in business8
Total assets under management$6,631,464,659
Advisory clientsMore than 100
Average account size $572,122
Assets under management growth 5 yrs annualized71%
Advisor-to-client ratio1-to-122
Percentage of female advisors at firm16%
14. SMF Financial Advisors, LLC
Main office address855 Valley Rd., Clifton, NJ 07013
Main office telephone number973-472-6250
Years in business7
Total assets under management$573,855,702
Advisory clientsMore than 100
Average account size $440,073
Assets under management growth 5 yrs annualized122%
Advisor-to-client ratio1-to-217.3
Percentage of female advisors at firm14%
15. Halbert Hargrove
Main office address111 W. Ocean Blvd., Suite 2300, Long Beach, CA 90802
Main office telephone number562-435-5657
Years in business27
Total assets under management$4,108,380,463
Advisory clientsMore than 100
Average account size $1,261,013
Assets under management growth 5 yrs annualized135%
Advisor-to-client ratio1-to-120.7
Percentage of female advisors at firm17%
16. Dean Investments
Main office address3500 Pentagon Blvd., Suite 200, Beavercreek, OH 45431
Main office telephone number937-222-9531
Years in business40
Total assets under management$574,930,055
Advisory clientsMore than 100
Average account size $1,197,771
Assets under management growth 5 yrs annualized44%
Advisor-to-client ratio1-to-96
Percentage of female advisors at firm10%
17. Wescott Financial Advisory Group, LLC
Main office address30 S. 17th St., Philadelphia, PA 19103
Main office telephone number215-979-1600
Years in business28
Total assets under management$2,078,711,666
Advisory clientsMore than 100
Average account size $4,639,981
Assets under management growth 5 yrs annualized63%
Advisor-to-client ratio1-to-26.4
Percentage of female advisors at firm50%
18. Nuance Investments, LLC
Main office address4900 Main St., Suite 220, Kansas City, MO 64112
Main office telephone number816-743-7080
Years in business7
Total assets under management$1,071,186,382
Advisory clientsMore than 100
Average account size $1,705,711
Assets under management growth 5 yrs annualized609%
Advisor-to-client ratio1-to-157
Percentage of female advisors at firm40%
19. Raffa Wealth Management, LLC
Main office address1899 L St., NW, 7th Floor, Washington, DC 20036
Main office telephone number202-955-6734
Years in business8
Total assets under management$566,616,024
Advisory clientsMore than 100
Average account size $2,009,277
Assets under management growth 5 yrs annualized145%
Advisor-to-client ratio1-to-94
Percentage of female advisors at firm17%
20. Rollins Financial, Inc.
Main office address3343 Peachtree Rd. NE, Suite 500, Atlanta, GA 30326
Main office telephone number404-892-7967
Years in business25
Total assets under management$274,618,260
Advisory clientsMore than 100
Average account size $585,540
Assets under management growth 5 yrs annualized94%
Advisor-to-client ratio1-to-156.3
Percentage of female advisors at firm0%
21. Convergence Investment Partners, LLC
Main office address1245 Cheyenne Ave., Suite 102, Grafton, WI 53024
Main office telephone number262-240-0117
Years in business7
Total assets under management$553,692,555
Advisory clientsMore than 100
Average account size $1,864,285
Assets under management growth 5 yrs annualized249%
Advisor-to-client ratio1-to-74.3
Percentage of female advisors at firm17%
22. Crowley Wealth Management, Inc.
Main office address3201-B Millcreek Rd., Wilmington, DE 19808
Main office telephone number302-994-4700
Years in business28
Total assets under management$189,724,890
Advisory clientsMore than 100
Average account size $245,123
Assets under management growth 5 yrs annualized76%
Advisor-to-client ratio1-to-387
Percentage of female advisors at firm0%
23. Jones Barclay Boston & Co.
Main office address1718 Gaylord St., Denver, CO 80206
Main office telephone number303-592-4282
Years in business21
Total assets under management$336,994,074
Advisory clientsMore than 100
Average account size $635,838
Assets under management growth 5 yrs annualized45%
Advisor-to-client ratio1-to-75.7
Percentage of female advisors at firm22%
24. LB&C
Main office address1802 Bayberry Ct., Suite 400, Richmond, VA 23226
Main office telephone number804-288-0404
Years in business45
Total assets under management$2,463,105,000
Advisory clientsMore than 100
Average account size $3,420,979
Assets under management growth 5 yrs annualized53%
Advisor-to-client ratio1-to-55.4
Percentage of female advisors at firm6%
25. DT Investment Partners, LLC
Main office addressBrandywine Five, 1 Dickinson Dr., Suite 105, Chadds Ford, PA 19317
Main office telephone number484-778-4425
Years in business4
Total assets under management$598,543,993
Advisory clientsMore than 100
Average account size $537,775
Assets under management growth 5 yrs annualized72%
Advisor-to-client ratio1-to-371
Percentage of female advisors at firm0%
26. SVA Plumb Wealth Management, LLC
Main office address1221 John Q Hammons Dr., Madison, WI 53717
Main office telephone number608-824-8800
Years in business4
Total assets under management$1,954,611,380
Advisory clientsMore than 100
Average account size $533,755
Assets under management growth 5 yrs annualized93%
Advisor-to-client ratio1-to-85.2
Percentage of female advisors at firm30%
27. Alexander Randolph Advisory, Inc.
Main office address1902 Campus Commons Dr., Suite 410, Reston, VA 20191
Main office telephone number703-734-1507
Years in business24
Total assets under management$286,069,497
Advisory clientsMore than 100
Average account size $619,198
Assets under management growth 5 yrs annualized13%
Advisor-to-client ratio1-to-154
Percentage of female advisors at firm50%
28. CJM Wealth Advisers, Ltd.
Main office address11320 Random Hills Rd., Suite 250, Fairfax, VA 22030
Main office telephone number703-425-0700
Years in business36
Total assets under management$555,482,051
Advisory clientsMore than 100
Average account size $322,392
Assets under management growth 5 yrs annualized45%
Advisor-to-client ratio1-to-172.3
Percentage of female advisors at firm42%
29. Waddell & Associates, Inc.
Main office address5188 Wheelis Dr., Memphis, TN 38117
Main office telephone number901-767-9187
Years in business29
Total assets under management$820,407,489
Advisory clientsMore than 100
Average account size $291,338
Assets under management growth 5 yrs annualized47%
Advisor-to-client ratio1-to-234.7
Percentage of female advisors at firm63%
30. Bloom Asset Management, Inc.
Main office address31275 Northwestern Hwy., Suite 145, Farmington Hills, MI 48334
Main office telephone number248-932-5200
Years in business20
Total assets under management$1,069,208,792
Advisory clientsMore than 100
Average account size $239,625
Assets under management growth 5 yrs annualized46%
Advisor-to-client ratio1-to-557.8
Percentage of female advisors at firm23%
31. Beaird Harris
Main office address12221 Merit Dr., Suite 750, Dallas, TX 75251
Main office telephone number972-503-1040
Years in business19
Total assets under management$736,246,636
Advisory clientsMore than 100
Average account size $484,054
Assets under management growth 5 yrs annualized85%
Advisor-to-client ratio1-to-152.1
Percentage of female advisors at firm31%
32. ARS Wealth Advisors
Main office address111 Second Ave. NE, Suite 1600, St. Petersburg, FL 33701
Main office telephone number727-322-7681
Years in business12
Total assets under management$408,846,412
Advisory clientsMore than 100
Average account size $385,704
Assets under management growth 5 yrs annualized75%
Advisor-to-client ratio1-to-212
Percentage of female advisors at firm20%
33. Balasa Dinverno Foltz, LLC
Main office address500 Park Blvd., Suite 1400, Itasca, IL 60143
Main office telephone number630-875-4900
Years in business14
Total assets under management$3,208,122,771
Advisory clientsMore than 100
Average account size $720,441
Assets under management growth 5 yrs annualized60%
Advisor-to-client ratio1-to-153.6
Percentage of female advisors at firm17%
34. TrueWealth Management
Main office address3630 Peachtree Rd., NE, Suite 300, Atlanta, GA 30326
Main office telephone number404-487-0500
Years in business15
Total assets under management$1,001,352,310
Advisory clientsMore than 100
Average account size $714,231
Assets under management growth 5 yrs annualized54%
Advisor-to-client ratio1-to-127.5
Percentage of female advisors at firm48%
35. Confluence Wealth Management, LLC
Main office address1211 SW Fifth Ave, Suite 1160, Portland, OR 97204
Main office telephone number503-221-7595
Years in business16
Total assets under management$565,190,475
Advisory clientsMore than 100
Average account size $469,038
Assets under management growth 5 yrs annualized73%
Advisor-to-client ratio1-to-150.6
Percentage of female advisors at firm43%
36. Berson & Corrado Investment Advisors, LLC
Main office address25 W. 43rd St., Suite 920, New York, NY 10036
Main office telephone number212-730-5444
Years in business16
Total assets under management$383,513,218
Advisory clientsMore than 100
Average account size $378,966
Assets under management growth 5 yrs annualized40%
Advisor-to-client ratio1-to-168.7
Percentage of female advisors at firm8%
37. Column Capital Advisors, LLC
Main office address3815 River Crossing Pkwy., Suite 340, Indianapolis, IN 46240-7808
Main office telephone number317-663-6500
Years in business10
Total assets under management$580,997,880
Advisory clientsMore than 100
Average account size $660,225
Assets under management growth 5 yrs annualized48%
Advisor-to-client ratio1-to-73.3
Percentage of female advisors at firm36%
38. Schenck Investment Solutions, LLC
Main office address200 E. Washington St., Appleton, WI 54911
Main office telephone number920-996-1316
Years in business13
Total assets under management$578,666,386
Advisory clientsMore than 100
Average account size $667,435
Assets under management growth 5 yrs annualized46%
Advisor-to-client ratio1-to-216.8
Percentage of female advisors at firm30%
39. Smith & Howard Wealth Management, LLC
Main office address271 17th St., NW, Suite 1600, Atlanta, GA 30363
Main office telephone number404-874-6244
Years in business16
Total assets under management$555,142,976
Advisory clientsMore than 100
Average account size $773,180
Assets under management growth 5 yrs annualized53%
Advisor-to-client ratio1-to-143.6
Percentage of female advisors at firm38%
40. Sandhill Investment Management
Main office address360 Delaware Ave., Suite 402, Buffalo, NY 14202
Main office telephone number716-852-0279
Years in business11
Total assets under management$598,370,934
Advisory clientsMore than 100
Average account size $641,341
Assets under management growth 5 yrs annualized55%
Advisor-to-client ratio1-to-116.6
Percentage of female advisors at firm21%
41. Lutz Financial
Main office address13616 California St., Suite 300, Omaha, NE 68154
Main office telephone number402-827-2300
Years in business12
Total assets under management$695,383,278
Advisory clientsMore than 100
Average account size $470,489
Assets under management growth 5 yrs annualized55%
Advisor-to-client ratio1-to-246.3
Percentage of female advisors at firm22%
42. Heritage Investment Group, Inc.
Main office address2480 NE 23rd St., Pompano Beach, FL 33062
Main office telephone number954-785-5400
Years in business22
Total assets under management$883,118,319
Advisory clientsMore than 100
Average account size $646,973
Assets under management growth 5 yrs annualized41%
Advisor-to-client ratio1-to-113.8
Percentage of female advisors at firm41%
43. The Milestone Group, Inc.
Main office address370 17th St., Suite 3100, Denver, CO 80202
Main office telephone number303-539-0100
Years in business19
Total assets under management$1,764,048,164
Advisory clientsMore than 100
Average account size $1,276,446
Assets under management growth 5 yrs annualized32%
Advisor-to-client ratio1-to-138.2
Percentage of female advisors at firm0%
44. Investment Management Group
Main office address402 N. Broadway, Billings, MT 59101
Main office telephone number406-655-3960
Years in business13
Total assets under management$2,692,181,476
Advisory clientsMore than 100
Average account size $2,876,262
Assets under management growth 5 yrs annualized32%
Advisor-to-client ratio1-to-117
Percentage of female advisors at firm40%
45. FSG Investment Management, LLC
Main office address700 Colonial Rd., Suite 120, Memphis, TN 38117
Main office telephone number901-531-7423
Years in business10
Total assets under management$654,678,915
Advisory clientsMore than 100
Average account size $1,160,778
Assets under management growth 5 yrs annualized58%
Advisor-to-client ratio1-to-94
Percentage of female advisors at firm9%
46. Kraft Asset Management, LLC
Main office address555 Great Circle Rd., Nashville, TN 37228
Main office telephone number615-782-4264
Years in business9
Total assets under management$238,202,821
Advisory clientsMore than 100
Average account size $636,906
Assets under management growth 5 yrs annualized46%
Advisor-to-client ratio1-to-93.5
Percentage of female advisors at firm19%
47. Warren Averett Asset Management, LLC
Main office address2500 Acton Rd., Birmingham, AL 35243
Main office telephone number205-979-4100
Years in business14
Total assets under management$1,838,045,385
Advisory clientsMore than 100
Average account size $1,019,437
Assets under management growth 5 yrs annualized45%
Advisor-to-client ratio1-to-90.2
Percentage of female advisors at firm20%
48. Foster Group, Inc.
Main office address1001 Grand Ave., West Des Moines, IA 50265
Main office telephone number515-226-9000
Years in business24
Total assets under management$1,500,390,637
Advisory clientsMore than 100
Average account size $526,453
Assets under management growth 5 yrs annualized33%
Advisor-to-client ratio1-to-135.7
Percentage of female advisors at firm33%
49. Valicenti Advisory Services, Inc.
Main office address400 E. Water St., Elmira, NY 14901
Main office telephone number607-734-2665
Years in business32
Total assets under management$389,616,915
Advisory clientsMore than 100
Average account size $238,152
Assets under management growth 5 yrs annualized21%
Advisor-to-client ratio1-to-272.7
Percentage of female advisors at firm47%
50. Private Asset Management, Inc.
Main office address5348 Carroll Canyon Rd., Suite 200, San Diego, CA 92121
Main office telephone number858-750-4200
Years in business23
Total assets under management$853,607,000
Advisory clientsMore than 100
Average account size $543,353
Assets under management growth 5 yrs annualized40%
Advisor-to-client ratio1-to-98.2
Percentage of female advisors at firm24%
51. Beaumont Financial Partners, LLC
Main office address250 1st Ave., Suite 101, Needham, MA 02494
Main office telephone number781-400-2800
Years in business15
Total assets under management$2,883,193,964
Advisory clientsMore than 100
Average account size $1,136,906
Assets under management growth 5 yrs annualized82%
Advisor-to-client ratio1-to-133.5
Percentage of female advisors at firm16%
52. Durbin Bennett Private Wealth Management, LLC
Main office address100 Congress Ave., Suite 1600, Austin, TX 78701
Main office telephone number512-439-4800
Years in business14
Total assets under management$918,461,327
Advisory clientsMore than 100
Average account size $1,004,881
Assets under management growth 5 yrs annualized40%
Advisor-to-client ratio1-to-101.6
Percentage of female advisors at firm43%
53. Portfolio Solutions, LLC
Main office address900 Wilshire Dr., Suite 200, Troy, MI 48084
Main office telephone number248-689-1550
Years in business16
Total assets under management$1,410,407,692
Advisory clientsMore than 100
Average account size $811,512
Assets under management growth 5 yrs annualized47%
Advisor-to-client ratio1-to-434.5
Percentage of female advisors at firm40%
54. Burt Wealth Advisors
Main office address6010 Executive Blvd., Suite 900, Rockville, MD 20852
Main office telephone number301-770-9880
Years in business30
Total assets under management$522,809,979
Advisory clientsMore than 100
Average account size $521,246
Assets under management growth 5 yrs annualized40%
Advisor-to-client ratio1-to-167.2
Percentage of female advisors at firm40%
55. Point View Wealth Management, Inc.
Main office address382 Springfield Ave., Suite 208, Summit, NJ 07901
Main office telephone number908-598-1717
Years in business22
Total assets under management$210,695,541
Advisory clientsMore than 100
Average account size $423,083
Assets under management growth 5 yrs annualized81%
Advisor-to-client ratio1-to-124.5
Percentage of female advisors at firm80%
56. South Texas Money Management, Ltd.
Main office address700 N. St. Mary's St., Suite 100, San Antonio, TX 78205
Main office telephone number210-824-8916
Years in business15
Total assets under management$2,595,700,947
Advisory clientsMore than 100
Average account size $1,020,724
Assets under management growth 5 yrs annualized43%
Advisor-to-client ratio1-to-97.8
Percentage of female advisors at firm60%
57. Lauterbach Financial Advisors, LLC
Main office address4130 Rio Bravo Dr., El Paso, TX 79902
Main office telephone number915-544-6950
Years in business10
Total assets under management$243,768,774
Advisory clientsMore than 100
Average account size $366,019
Assets under management growth 5 yrs annualized55%
Advisor-to-client ratio1-to-95.1
Percentage of female advisors at firm18%
58. Dixon Hughes Goodman Wealth Advisors, LLC
Main office address500 Ridgefield Ct., Suite 100, Suite 100, Asheville, NC 28806
Main office telephone number888-840-4715
Years in business15
Total assets under management$1,180,183,357
Advisory clientsMore than 100
Average account size $263,316
Assets under management growth 5 yrs annualized25%
Advisor-to-client ratio1-to-235.9
Percentage of female advisors at firm52%
59. Wealthstream Advisors, Inc.
Main office address60 E. 42nd St., Suite 1600, New York, NY 10165
Main office telephone number212-971-9241
Years in business11
Total assets under management$339,141,840
Advisory clientsMore than 100
Average account size $570,946
Assets under management growth 5 yrs annualized59%
Advisor-to-client ratio1-to-118.8
Percentage of female advisors at firm11%
60. Solutions For Wealth Management, LLC
Main office address1605 N. Convent St., Bourbonnais, IL 60914
Main office telephone number815-935-6636
Years in business10
Total assets under management$178,194,918
Advisory clientsMore than 100
Average account size $270,402
Assets under management growth 5 yrs annualized96%
Advisor-to-client ratio1-to-109.8
Percentage of female advisors at firm36%
61. SignatureFD, LLC
Main office address1230 Peachtree St., NE, Suite 1800, Atlanta, GA 30309
Main office telephone number404-253-7600
Years in business14
Total assets under management$2,239,722,555
Advisory clientsMore than 100
Average account size $2,904,958
Assets under management growth 5 yrs annualized83%
Advisor-to-client ratio1-to-25.7
Percentage of female advisors at firm46%
62. AlphaMark Advisors, LLC
Main office address250 Grandview Dr., Suite 175, Ft. Mitchell, KY 41017
Main office telephone number859-957-1803
Years in business15
Total assets under management$321,819,169
Advisory clientsMore than 100
Average account size $408,400
Assets under management growth 5 yrs annualized18%
Advisor-to-client ratio1-to-197
Percentage of female advisors at firm18%
63. Sanderson Wealth Management, LLC
Main office address750 Key Tower, 50 Fountain Plaza, Buffalo, NY 14202
Main office telephone number716-566-2420
Years in business13
Total assets under management$626,599,420
Advisory clientsMore than 100
Average account size $2,797,319
Assets under management growth 5 yrs annualized42%
Advisor-to-client ratio1-to-24.9
Percentage of female advisors at firm11%
64. Hutchinson Capital Management
Main office address700 Larkspur Landing Circle, Suite 126, Larkspur, CA 94939
Main office telephone number415-464-5650
Years in business20
Total assets under management$586,776,504
Advisory clientsMore than 100
Average account size $908,323
Assets under management growth 5 yrs annualized23%
Advisor-to-client ratio1-to-161.5
Percentage of female advisors at firm33%
65. Financial Designs Corp.
Main office address540 W. Baseline Rd., #10, Claremont, CA 91711
Main office telephone number909-626-1642
Years in business20
Total assets under management$304,317,000
Advisory clientsMore than 100
Average account size $274,902
Assets under management growth 5 yrs annualized54%
Advisor-to-client ratio1-to-553.5
Percentage of female advisors at firm38%
66. Wealth Management, LLC
Main office address125 S. 4th St., Norfolk, NE 68701
Main office telephone number402-371-1160
Years in business9
Total assets under management$760,034,341
Advisory clientsMore than 100
Average account size $195,784
Assets under management growth 5 yrs annualized193%
Advisor-to-client ratio1-to-138.6
Percentage of female advisors at firm40%
67. Whitnell & Co.
Main office address701 Harger Rd., Suite 190, Oak Brook, IL 60523
Main office telephone number630-575-2300
Years in business25
Total assets under management$1,239,831,000
Advisory clientsMore than 100
Average account size $838,290
Assets under management growth 5 yrs annualized22%
Advisor-to-client ratio1-to-56.9
Percentage of female advisors at firm64%
68. Regency Investment Advisors, Inc.
Main office address1312 W. Herndon Ave., Suite 101, Fresno, CA 93711
Main office telephone number559-438-2640
Years in business22
Total assets under management$301,122,762
Advisory clientsMore than 100
Average account size $295,508
Assets under management growth 5 yrs annualized25%
Advisor-to-client ratio1-to-203.8
Percentage of female advisors at firm25%
69. Cahill Financial Advisors, Inc.
Main office address7300 Metro Blvd., Suite 625, Edina, MN 55439
Main office telephone number952-926-1659
Years in business32
Total assets under management$397,823,384
Advisory clientsMore than 100
Average account size $211,608
Assets under management growth 5 yrs annualized87%
Advisor-to-client ratio1-to-188
Percentage of female advisors at firm42%
70. SRS Capital Advisors, Inc.
Main office address730 17th St., Suite 107, Denver, CO 80202
Main office telephone number303-633-5900
Years in business9
Total assets under management$335,869,816
Advisory clientsMore than 100
Average account size $300,959
Assets under management growth 5 yrs annualized209%
Advisor-to-client ratio1-to-111.6
Percentage of female advisors at firm25%
71. Wagner Bowman Management Corp.
Main office address1777 Reisterstown Rd., Suite 295-B, Baltimore, MD 21208
Main office telephone number410-653-7979
Years in business29
Total assets under management$467,309,000
Advisory clientsMore than 100
Average account size $375,953
Assets under management growth 5 yrs annualized63%
Advisor-to-client ratio1-to-177.6
Percentage of female advisors at firm25%
72. Starfire Investment Advisers, Inc.
Main office address3000 Town Center, Suite 2235, Southfield, MI 48075
Main office telephone number248-352-2211
Years in business23
Total assets under management$350,512,019
Advisory clientsMore than 100
Average account size $366,261
Assets under management growth 5 yrs annualized55%
Advisor-to-client ratio1-to-478.5
Percentage of female advisors at firm50%
73. Kuntz Lesher Capital, LLC
Main office address1800 Fruitville Pike, Lancaster, PA 17601
Main office telephone number717-399-1700
Years in business9
Total assets under management$356,609,916
Advisory clientsMore than 100
Average account size $361,307
Assets under management growth 5 yrs annualized88%
Advisor-to-client ratio1-to-141
Percentage of female advisors at firm50%
74. Woodstock Corp.
Main office address27 School St., Suite 200, Boston, MA 02108
Main office telephone number617-227-0600
Years in business47
Total assets under management$699,547,879
Advisory clientsMore than 100
Average account size $1,387,992
Assets under management growth 5 yrs annualized33%
Advisor-to-client ratio1-to-72
Percentage of female advisors at firm27%
75. American Realty Advisors
Main office address801 N. Brand Blvd., Suite 800, Glendale, CA 91203
Main office telephone number818-545-1152
Years in business25
Total assets under management$865,317,063
Advisory clients26-100
Average account size $216,329,266
Assets under management growth 5 yrs annualized50%
Advisor-to-client ratio1-to-0.1
Percentage of female advisors at firm19%
76. United American Capital Corp.
Main office address75 E. Wilson Bridge Rd., Suites C-2, C-3, Worthington, OH 43085
Main office telephone number614-885-7596
Years in business24
Total assets under management$4,238,591,575
Advisory clients26-100
Average account size $73,079,165
Assets under management growth 5 yrs annualized50%
Advisor-to-client ratio1-to-19.3
Percentage of female advisors at firm0%
77. McGill Advisors, Inc.
Main office address8816 Red Oak Blvd., Suite 260, Charlotte, NC 28217
Main office telephone number704-426-6100
Years in business14
Total assets under management$1,097,224,231
Advisory clientsMore than 100
Average account size $305,548
Assets under management growth 5 yrs annualized67%
Advisor-to-client ratio1-to-718.2
Percentage of female advisors at firm46%
78. GreerWalker Wealth Management, LLC
Main office address227 W. Trade St., Suite 1100, Charlotte, NC 28202
Main office telephone number704-377-0239
Years in business13
Total assets under management$338,315,372
Advisory clientsMore than 100
Average account size $1,060,550
Assets under management growth 5 yrs annualized44%
Advisor-to-client ratio1-to-79.8
Percentage of female advisors at firm22%
79. Capital Performance Advisors, LLP
Main office address165 Lennon Ln., Suite 200, Walnut Creek, CA 94598
Main office telephone number925-938-5188
Years in business15
Total assets under management$1,088,569,887
Advisory clientsMore than 100
Average account size $392,560
Assets under management growth 5 yrs annualized40%
Advisor-to-client ratio1-to-231.1
Percentage of female advisors at firm15%
80. McKinley Carter Wealth Services, Inc.
Main office address2100 Market St., Wheeling, WV 26003
Main office telephone number304-230-2400
Years in business10
Total assets under management$811,248,835
Advisory clientsMore than 100
Average account size $385,575
Assets under management growth 5 yrs annualized57%
Advisor-to-client ratio1-to-95.6
Percentage of female advisors at firm46%
81. Lodestar Private Asset Management, LLC
Main office address3201 Danville Blvd., Suite 275, Alamo, CA 94507
Main office telephone number925-838-1234
Years in business25
Total assets under management$369,495,391
Advisory clientsMore than 100
Average account size $530,123
Assets under management growth 5 yrs annualized25%
Advisor-to-client ratio1-to-139.4
Percentage of female advisors at firm38%
82. Howard Financial Services, Ltd.
Main office address8350 Meadow Rd., Suite 181, Dallas, TX 75231
Main office telephone number214-346-0785
Years in business21
Total assets under management$807,829,788
Advisory clientsMore than 100
Average account size $714,894
Assets under management growth 5 yrs annualized11%
Advisor-to-client ratio1-to-102.7
Percentage of female advisors at firm19%
83. Matter Family Office
Main office address7711 Bonhomme Ave., Suite 400, Clayton, MO 63105
Main office telephone number314-862-5190
Years in business25
Total assets under management$2,758,920,156
Advisory clientsMore than 100
Average account size $14,753,584
Assets under management growth 5 yrs annualized31%
Advisor-to-client ratio1-to-10.4
Percentage of female advisors at firm41%
84. Inverness Counsel, LLC
Main office address845 Third Ave., 8th Floor, New York, NY 10022
Main office telephone number212-207-2100
Years in business24
Total assets under management$2,611,110,563
Advisory clientsMore than 100
Average account size $2,894,801
Assets under management growth 5 yrs annualized33%
Advisor-to-client ratio1-to-53.1
Percentage of female advisors at firm11%
85. William Mack & Associates, Inc.
Main office address1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
Main office telephone number248-643-4310
Years in business23
Total assets under management$276,445,000
Advisory clientsMore than 100
Average account size $723,678
Assets under management growth 5 yrs annualized31%
Advisor-to-client ratio1-to-63.7
Percentage of female advisors at firm63%
86. Southeast Asset Advisors, Inc.
Main office address314 Gordon Ave., Thomasville, GA 31792
Main office telephone number229-226-8839
Years in business23
Total assets under management$1,932,019,407
Advisory clientsMore than 100
Average account size $2,406,002
Assets under management growth 5 yrs annualized31%
Advisor-to-client ratio1-to-133.8
Percentage of female advisors at firm0%
87. Signature
Main office addressWorld Trade Center, 101 W. Main St., Suite 700, Norfolk, VA 23510
Main office telephone number757-625-7670
Years in business21
Total assets under management$3,331,698,514
Advisory clientsMore than 100
Average account size $3,375,581
Assets under management growth 5 yrs annualized33%
Advisor-to-client ratio1-to-47
Percentage of female advisors at firm38%
88. Sigma Investment Management Co.
Main office address121 SW Morrison St., Suite 800, Portland, OR 97204
Main office telephone number503-419-3938
Years in business23
Total assets under management$513,934,466
Advisory clientsMore than 100
Average account size $735,242
Assets under management growth 5 yrs annualized7%
Advisor-to-client ratio1-to-99.9
Percentage of female advisors at firm8%
89. Linwood Investment Advisors, Inc.
Main office address4455 Genesee St, Suite 121, Cheektowaga, NY 14225
Main office telephone number716-631-6771
Years in business20
Total assets under management$183,582,902
Advisory clientsMore than 100
Average account size $327,242
Assets under management growth 5 yrs annualized87%
Advisor-to-client ratio1-to-280.5
Percentage of female advisors at firm0%
90. REDW Stanley Financial Advisors, LLC
Main office address7425 Jefferson St., NE, Albuquerque, NM 87109
Main office telephone number505-998-3200
Years in business15
Total assets under management$546,527,174
Advisory clientsMore than 100
Average account size $544,350
Assets under management growth 5 yrs annualized25%
Advisor-to-client ratio1-to-62.8
Percentage of female advisors at firm28%
91. Cranbrook Wealth Management, LLC
Main office address901 Wilshire Dr., Suite 350, Troy, MI 48084
Main office telephone number248-362-0900
Years in business9
Total assets under management$466,509,996
Advisory clientsMore than 100
Average account size $498,941
Assets under management growth 5 yrs annualized45%
Advisor-to-client ratio1-to-233.8
Percentage of female advisors at firm17%
92. Treybourne Wealth Planners
Main office address609 Treybourne Dr., Suite A, Greenwood, IN 46142
Main office telephone number317-881-6670
Years in business10
Total assets under management$168,472,618
Advisory clientsMore than 100
Average account size $693,303
Assets under management growth 5 yrs annualized46%
Advisor-to-client ratio1-to-121.5
Percentage of female advisors at firm40%
93. Garde Capital, Inc.
Main office address1301 Fifth Ave., Suite 3030, Seattle, WA 98101
Main office telephone number206-552-7900
Years in business6
Total assets under management$541,177,000
Advisory clientsMore than 100
Average account size $1,670,299
Assets under management growth 5 yrs annualized125%
Advisor-to-client ratio1-to-46.3
Percentage of female advisors at firm13%
94. Freedom Advisory
Main office addressCentro Internacional de Mercadeo, Tower 1, Suite 205, Guaynabo, PR 00968
Main office telephone number787-792-3000
Years in business7
Total assets under management$101,150,224
Advisory clientsMore than 100
Average account size $815,728
Assets under management growth 5 yrs annualized65%
Advisor-to-client ratio1-to-62
Percentage of female advisors at firm0%
95. East Coast Asset Management, LLC
Main office address16 Martin St., Essex, MA 01929
Main office telephone number978-801-0860
Years in business7
Total assets under management$417,043,366
Advisory clientsMore than 100
Average account size $460,313
Assets under management growth 5 yrs annualized81%
Advisor-to-client ratio1-to-90.6
Percentage of female advisors at firm22%
96. Pathway Financial Advisors, LLC
Main office address110 Main St., Suite 401, Burlington, VT 05401
Main office telephone number802-660-7086
Years in business10
Total assets under management$262,090,023
Advisory clientsMore than 100
Average account size $2,113,629
Assets under management growth 5 yrs annualized93%
Advisor-to-client ratio1-to-31
Percentage of female advisors at firm50%
97. DiGiovine Hnilo Jordan & Johnson Financial Advisors, Ltd.
Main office address184 Shuman Blvd., Suite 200, Naperville, IL 60563
Main office telephone number630-420-1360
Years in business23
Total assets under management$184,539,428
Advisory clientsMore than 100
Average account size $276,671
Assets under management growth 5 yrs annualized69%
Advisor-to-client ratio1-to-166.8
Percentage of female advisors at firm33%
98. ShankerValleau Wealth Advisors, Inc.
Main office address1421 Sherman Ave., Suite 101, Evanston, IL 60201
Main office telephone number847-475-2900
Years in business22
Total assets under management$229,141,432
Advisory clientsMore than 100
Average account size $503,608
Assets under management growth 5 yrs annualized118%
Advisor-to-client ratio1-to-113.8
Percentage of female advisors at firm44%
99. Talis Advisory Services, LLC
Main office address6205 Chapel Hill Blvd., Suite 400, Plano, TX 75093
Main office telephone number972-378-1795
Years in business8
Total assets under management$172,506,348
Advisory clientsMore than 100
Average account size $297,938
Assets under management growth 5 yrs annualized41%
Advisor-to-client ratio1-to-115.8
Percentage of female advisors at firm8%
100. Carter Asset Management, Inc.
Main office address242 Beech St., Abilene, TX 79601
Main office telephone number325-673-6171
Years in business14
Total assets under management$234,376,656
Advisory clientsMore than 100
Average account size $516,248
Assets under management growth 5 yrs annualized49%
Advisor-to-client ratio1-to-151.3
Percentage of female advisors at firm33%

Methodology:


The CNBC Digital editorial team, along with Meridian-IQ, created the following ranking methodology for its Top 100 Fee-Only Wealth Management Firms rankings. Scores for each measure listed below were weighted according to a proprietary formula to arrive at a final total rank:


  • Assets under management.
  • Having staff with professional designations such as a CFP or CFA.
  • Working with third-party professionals such as attorneys or CPAs.
  • Average account size.
  • Growth of assets.
  • Years in business.
  • Number of advisory clients.
  • Providing advice on insurance solutions.

Firms with greater AUM totals were given a higher ranking in the case of numerical ties of the above formula. The Meridian/AdviceIQ team then applied the formula to the Meridian-IQ database of all RIAs to create the list. The final step to create the Top 100 Fee-Only Wealth Management Firms list for CNBC.com was to apply the AdviceIQ Regulatory Compliance Review process to the master list and eliminate any firm that failed the RCR process.


The RCR process is a due-diligence process whereby each advisory firm was compared to the RCR database of all regulatory actions from all four primary regulators: SEC, FINRA, state regulators and state insurance commissioners. In order to pass the RCR process, an advisory firm cannot have any complaints, actions or disclosures from any of the above regulators.


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