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Top-Rated Fee-Only Wealth Management Firms

Top 100 Fee-Only Wealth Management Firms

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


View the Methodology

1. Creative Planning
Main office address 3400 College Blvd.,
Leawood, KS 66211
Main office telephone number 913-338-2727
Website www.thinkingbeyond.com
Years in business 31
Total assets under management $10,005,258,748
Advisory clients More than 100
Average account size $364,969
Assets under management growth 5 yrs annualized 58.5%
2. Halbert Hargrove
Main office address 111 W. Ocean Blvd.,
Suite 2300,
Long Beach, CA 90802-908
Main office telephone number 562-435-5657
Website www.halberthargrove.com
Years in business 26
Total assets under management $3,974,640,007
Advisory clients More than 100
Average account size $1,277,608
Assets under management growth 5 yrs annualized 29.7%
3. Wescott Financial Advisory Group, LLC
Main office address 30 S. 17th St.,
Philadelphia, PA 19103-4196
Main office telephone number 215-979-1600
Website www.wescott.com
Years in business 27
Total assets under management $1,820,089,800
Advisory clients More than 100
Average account size $4,417,694
Assets under management growth 5 yrs annualized 13.3%
4. Burt Wealth Advisors
Main office address 6010 Executive Blvd.,
Suite 900,
Rockville, MD 20852
Main office telephone number 301-770-9880
Website www.burtwealthadvisors.com
Years in business 29
Total assets under management $500,927,891
Advisory clients More than 100
Average account size $530,644
Assets under management growth 5 yrs annualized 12.3%
5. Point View Wealth Management, Inc.
Main office address 382 Springfield Ave.,
Suite 208,
Summit, NJ 07901
Main office telephone number 908-598-1717
Website www.ptview.com
Years in business 21
Total assets under management $179,440,685
Advisory clients More than 100
Average account size $449,726
Assets under management growth 5 yrs annualized 21.4%
6. Adams Hall Wealth Advisors, LLC
Main office address 4200 W. 115th St.,
Leawood, KS 66211
Main office telephone number 913-647-9700
Website www.adamshall.com
Years in business 18
Total assets under management $2,107,842,459
Advisory clients More than 100
Average account size $1,586,036
Assets under management growth 5 yrs annualized 19.8%
7. SMF Financial Advisors, LLC
Main office address 855 Valley Rd.,
Clifton, NJ 07013
Main office telephone number 973-472-6250
Website www.smfadvisors.com
Years in business 6
Total assets under management $552,480,785
Advisory clients More than 100
Average account size $449,171
Assets under management growth 5 yrs annualized 32.6%
8. Silveroak Wealth Management, LLC
Main office address 7650 Edinborough Way,
Edina, MN 55435
Main office telephone number 952-896-5700
Website www.silveroakwealth.com
Years in business 13
Total assets under management $489,730,390
Advisory clients More than 100
Average account size $625,454
Assets under management growth 5 yrs annualized 23.8%
9. Carl Domino, Inc.
Main office address 515 N. Flagler Dr.,
Suite 808 Northbridge Centre,
West Palm Beach, FL 33401
Main office telephone number 561-833-2882
Website www.carldomino.com
Years in business 10
Total assets under management $282,405,659
Advisory clients More than 100
Average account size $739,282
Assets under management growth 5 yrs annualized 11.1%
10. Regency Investment Advisors, Inc.
Main office address 1312 W. Herndon Ave.,
Suite 101,
Fresno, CA 93711
Main office telephone number 559-438-2640
Website www.regencyinvests.com
Years in business 21
Total assets under management $273,962,156
Advisory clients More than 100
Average account size $287,775
Assets under management growth 5 yrs annualized 16.2%
11. Signature
Main office address 101 W. Main St.,
Suite 700, World Trade Center,
Norfolk, VA 23510
Main office telephone number 757-625-7670
Website www.signatureus.com
Years in business 20
Total assets under management $3,133,138,169
Advisory clients More than 100
Average account size $3,203,618
Assets under management growth 5 yrs annualized 9.4%
12. Inverness Counsel, LLC
Main office address 845 Third Ave., 8th Floor,
New York, NY 10022-6601
Main office telephone number 212-207-2100
Website www.invernesscounsel.com
Years in business 23
Total assets under management $2,491,398,722
Advisory clients More than 100
Average account size $2,752,927
Assets under management growth 5 yrs annualized 2.8%
13. Foster Group, Inc.
Main office address 1001 Grand Ave.,
West Des Moines, IA 50265-3502
Main office telephone number 515-226-9000
Website www.fostergrp.com
Years in business 23
Total assets under management $1,455,992,136
Advisory clients More than 100
Average account size $514,849
Assets under management growth 5 yrs annualized 15.5%
14. Bloom Asset Management, Inc.
Main office address 31275 Northwestern Hwy.,
Suite 145,
Farmington Hills, MI 48334
Main office telephone number 248-932-5200
Website www.bloomassetmanagement.com
Years in business 19
Total assets under management $1,029,126,501
Advisory clients More than 100
Average account size $242,147
Assets under management growth 5 yrs annualized 15%
15. Lodestar Private Asset Management LLC
Main office address 3201 Danville Blvd.,
Suite 275,
Alamo, CA 94507
Main office telephone number 925-838-1234
Website www.lodestarpam.com
Years in business 24
Total assets under management $359,802,381
Advisory clients More than 100
Average account size $535,420
Assets under management growth 5 yrs annualized 11.8%
16. Carlson Capital Management
Main office address 11 Bridge Square,
Northfield, MN 55057
Main office telephone number 507-645-8887
Website www.carlsoncap.com
Years in business 24
Total assets under management $1,176,543,794
Advisory clients More than 100
Average account size $270,843
Assets under management growth 5 yrs annualized 10.3%
17. CPS Investment Advisors
Main office address 1509 S. Florida Ave.,
Lakeland, FL 33803
Main office telephone number 863-688-1725
Website www.cpalliance.com
Years in business 25
Total assets under management $754,833,046
Advisory clients More than 100
Average account size $272,700
Assets under management growth 5 yrs annualized 17.2%
18. Jackson Thornton Asset Management, LLC
Main office address 200 Commerce St.,
Montgomery, AL 36104
Main office telephone number 334-834-7660
Website www.jt-am.com
Years in business 12
Total assets under management $777,537,606
Advisory clients More than 100
Average account size $623,527
Assets under management growth 5 yrs annualized 13.8%
19. Jones Barclay Boston & Co.
Main office address 1718 Gaylord St.,
Denver, CO 80206
Main office telephone number 303-592-4282
Website www.jb2.net
Years in business 20
Total assets under management $307,163,316
Advisory clients More than 100
Average account size $529,592
Assets under management growth 5 yrs annualized 16.5%
20. Financial Designs Corp.
Main office address 540 W Baseline Rd.,
Suite 10,
Claremont, CA 91711
Main office telephone number 909-626-1642
Website www.financialdesignscorp.com
Years in business 19
Total assets under management $266,108,000
Advisory clients More than 100
Average account size $251,520
Assets under management growth 5 yrs annualized 17%
21. Segall Bryant & Hamill
Main office address 10 S. Wacker Dr.,
Suite 3500,
Chicago, IL 60606-7407
Main office telephone number 312-474-1222
Website www.sbhic.com
Years in business 20
Total assets under management $9,468,095,251
Advisory clients More than 100
Average account size $3,517,123
Assets under management growth 5 yrs annualized 18.3%
22. BKD Wealth Advisors, LLC
Main office address 910 E Saint Louis St.,
Suite 200,
Springfield, MO 65806
Main office telephone number 417-866-5822
Website www.bkd.com
Years in business 15
Total assets under management $1,975,748,004
Advisory clients More than 100
Average account size $639,608
Assets under management growth 5 yrs annualized 12.1%
23. LB&C
Main office address 1802 Bayberry Ct.,
Suite 400,
Richmond, VA 23226-3767
Main office telephone number 804-288-0404
Website www.lowebrockenbrough.com
Years in business 44
Total assets under management $2,041,036,116
Advisory clients More than 100
Average account size $2,911,606
Assets under management growth 5 yrs annualized 18.5%
24. Warren Averett Asset Management, LLC
Main office address 2500 Acton Rd.,
Birmingham, AL 35243
Main office telephone number 205-979-4100
Website www.waasset.com
Years in business 13
Total assets under management $1,729,526,529
Advisory clients More than 100
Average account size $1,163,098
Assets under management growth 5 yrs annualized 35.5%
25. LBMC Investment Advisors, LLC
Main office address 5250 Virginia Way,
Suite 300,
Brentwood, TN 37027
Main office telephone number 615-377-4603
Website www.lbmc.com
Years in business 16
Total assets under management $904,157,881
Advisory clients More than 100
Average account size $1,353,530
Assets under management growth 5 yrs annualized 25.6%
26. Durbin Bennett Peterson Private Wealth Management, LLC
Main office address 100 Congress Ave.,
Suite 1600,
Austin, TX 78701
Main office telephone number 512-439-4800
Website www.dbpaustin.com
Years in business 13
Total assets under management $867,318,866
Advisory clients More than 100
Average account size $1,056,418
Assets under management growth 5 yrs annualized 17%
27. Capital Performance Advisors, LLP
Main office address 165 Lennon Ln.,
Suite 200,
Walnut Creek, CA 94598
Main office telephone number 925-938-5188
Website www.cpacapital.com
Years in business 14
Total assets under management $1,006,637,423
Advisory clients More than 100
Average account size $382,316
Assets under management growth 5 yrs annualized 14%
28. Windham Brannon Financial Group, LLC
Main office address 3630 Peachtree Rd. NE,
Suite 600,
Atlanta, GA 30326
Main office telephone number 404-898-2000
Website www.wbfinancial.com
Years in business 14
Total assets under management $860,974,328
Advisory clients More than 100
Average account size $608,033
Assets under management growth 5 yrs annualized 19.4%
29. Heritage Investment Group, Inc.
Main office address 2480 NE 23rd St.,
Pompano Beach, FL 33062
Main office telephone number 954-785-5400
Website www.heritageinvestment.com
Years in business 13
Total assets under management $816,266,207
Advisory clients More than 100
Average account size $638,207
Assets under management growth 5 yrs annualized 12.2%
30. Sanderson Wealth Management, LLC
Main office address 750 Key Tower,
50 Fountain Plaza,
Buffalo, NY 14202
Main office telephone number 716-566-2420
Website www.sandersonLLC.com
Years in business 12
Total assets under management $605,000,000
Advisory clients More than 100
Average account size $672,222
Assets under management growth 5 yrs annualized 12.8%
31. Lutz Financial
Main office address 13616 California St.,
Suite 300,
Omaha, NE 68154
Main office telephone number 402-827-2300
Website www.lutzfinancial.com
Years in business 11
Total assets under management $611,958,870
Advisory clients More than 100
Average account size $456,345
Assets under management growth 5 yrs annualized 26.9%
32. PBMares Wealth Management, LLC
Main office address 434 McLaws Circle,
Suite 201,
Williamsburg, VA 23185
Main office telephone number 757-229-7180
Website www.pbmareswealth.com
Years in business 11
Total assets under management $339,985,183
Advisory clients More than 100
Average account size $297,190
Assets under management growth 5 yrs annualized 29.8%
33. KR Financial Services, Inc.
Main office address 4000 Hollywood Blvd.,
Suite 215 South,
Hollywood, FL 33021
Main office telephone number 954-919-5737
Website www.krfinancialservices.com
Years in business 11
Total assets under management $306,963,701
Advisory clients More than 100
Average account size $361,985
Assets under management growth 5 yrs annualized 23.9%
34. Kraft Asset Management, LLC
Main office address 555 Great Circle Rd.,
Nashville, TN 33021
Main office telephone number 615-782-4264
Website www.kraftasset.com
Years in business 8
Total assets under management $216,863,351
Advisory clients More than 100
Average account size $624,966
Assets under management growth 5 yrs annualized 19.9%
35. Buckingham Asset Management, LLC
Main office address 8182 Maryland Ave.,
Suite 500,
St. Louis, MO 63105
Main office telephone number 314-725-0455
Website www.bamservices.com
Years in business 7
Total assets under management $5,601,418,745
Advisory clients More than 100
Average account size $593,559
Assets under management growth 5 yrs annualized 31.9%
36. Balasa Dinverno Foltz, LLC
Main office address 500 Park Blvd.,
Suite 1400,
Itasca, IL 60143
Main office telephone number 630-875-4900
Website www.bdfLLC.com
Years in business 13
Total assets under management $2,769,205,778
Advisory clients More than 100
Average account size $687,831
Assets under management growth 5 yrs annualized 18.6%
37. South Texas Money Management, Ltd.
Main office address 700 N. St. Mary's St.,
Suite 100,
San Antonio, TX 78205
Main office telephone number 210-824-8916
Website www.stmmltd.com
Years in business 14
Total assets under management $2,170,139,720
Advisory clients More than 100
Average account size $945,183
Assets under management growth 5 yrs annualized 9.1%
38. SignatureFD, LLC
Main office address 600 Peachtree St. NE,
Suite 2700,
Atlanta, GA 30308-2265
Main office telephone number 404-253-7600
Website www.signaturefd.com
Years in business 13
Total assets under management $2,035,213,395
Advisory clients More than 100
Average account size $2,949,585
Assets under management growth 5 yrs annualized 18.4%
39. Waddell & Associates, Inc.
Main office address 5188 Wheelis Dr.,
Memphis, TN 38117
Main office telephone number 901-767-9187
Website www.waddellandassociates.com
Years in business 28
Total assets under management $771,498,814
Advisory clients More than 100
Average account size $278,018
Assets under management growth 5 yrs annualized 18%
40. Beaird Harris Wealth Management
Main office address 12221 Merit Dr.,
Suite 750,
Dallas, TX 75251
Main office telephone number 972-503-1040
Website www.bh-co.com
Years in business 18
Total assets under management $656,684,958
Advisory clients More than 100
Average account size $482,502
Assets under management growth 5 yrs annualized 21.4%
41. Sandhill Investment Management
Main office address 360 Delaware Ave.,
Suite 402,
Buffalo, NY 14202
Main office telephone number 716-852-0279
Website www.sandhill-im.com
Years in business 10
Total assets under management $503,188,768
Advisory clients More than 100
Average account size $662,090
Assets under management growth 5 yrs annualized 33.9%
42. DT Investment Partners, LLC
Main office address 1 Dickinson Dr.,
Suite 105, Brandywine Five,
Chadds Ford, PA 19317
Main office telephone number 484-778-4425
Website www.dtinvestmentpartners.com
Years in business 3
Total assets under management $494,281,056
Advisory clients More than 100
Average account size $526,391
Assets under management growth 5 yrs annualized 18.6%
43. Schenck Investment Solutions, LLC
Main office address 200 E. Washington St.,
Suite 4,
Appleton, WI 54911
Main office telephone number 920-996-1316
Website www.schencksc.com
Years in business 12
Total assets under management $481,009,035
Advisory clients More than 100
Average account size $619,857
Assets under management growth 5 yrs annualized 19.8%
44. Wagner Bowman Management Corp.
Main office address 1777 Reisterstown Rd.,
Suite 295-B,
Baltimore, MD 21208
Main office telephone number 410-653-7979
Website www.wagnercapital.net
Years in business 28
Total assets under management $389,102,000
Advisory clients More than 100
Average account size $342,519
Assets under management growth 5 yrs annualized 7.5%
45. Fiduciary Financial Services Of The Southwest, Inc.
Main office address 12222 Merit Dr.,
Suite 920,
Dallas, TX 75251-2268
Main office telephone number 972-934-9070
Website www.ffss.net
Years in business 24
Total assets under management $377,041,387
Advisory clients More than 100
Average account size $530,297
Assets under management growth 5 yrs annualized 10.7%
46. HBC Financial Services, LLC
Main office address 1200 Westlake Ave. North,
Suite 902,
Seattle, WA 98109
Main office telephone number 206-548-5000
Website www.advisercpa.com
Years in business 9
Total assets under management $193,478,359
Advisory clients More than 100
Average account size $404,766
Assets under management growth 5 yrs annualized 21.3%
47. Lowery Thomas, LLC
Main office address 8 Rabble Rd.,
Orinda, CA 94563
Main office telephone number 415-227-9800
Website www.lowerythomas.com
Years in business 14
Total assets under management $142,978,873
Advisory clients More than 100
Average account size $402,757
Assets under management growth 5 yrs annualized 12.6%
48. Matter Family Office
Main office address 7711 Bonhomme Ave.,
Suite 400,
Clayton, MO 63105
Main office telephone number 314-862-5190
Website www.matterfamilyoffice.com
Years in business 24
Total assets under management $2,487,712,352
Advisory clients More than 100
Average account size $14,134,729
Assets under management growth 5 yrs annualized 28.9%
49. Empirical Wealth Management
Main office address 1420 5th Ave.,
Suite 3150,
Seattle, WA 98101
Main office telephone number 206-923-3474
Website www.empirical.net
Years in business 3
Total assets under management $808,315,484
Advisory clients More than 100
Average account size $302,287
Assets under management growth 5 yrs annualized 40.6%
50. Grandfield & Dodd, LLC
Main office address 40 Wall St.,
Suite 4700,
New York, NY 10005
Main office telephone number 212-477-9626
Website www.grandfield-dodd.com
Years in business 13
Total assets under management $885,545,264
Advisory clients More than 100
Average account size $1,051,716
Assets under management growth 5 yrs annualized 8.5%
51. AKT Wealth Advisors, LP
Main office address 5665 SW. Meadows Rd.,
Suite 200,
Lake Oswego, OR 97035
Main office telephone number 503-620-5329
Website www.wealthadvisors.com
Years in business 6
Total assets under management $674,224,003
Advisory clients More than 100
Average account size $726,534
Assets under management growth 5 yrs annualized 26.8%
52. PrairieView Partners, LLC
Main office address 413 Wacouta St.,
Suite 300,
St. Paul, MN 55101
Main office telephone number 651-233-1100
Website www.prairieviewpartners.com
Years in business 7
Total assets under management $300,449,428
Advisory clients More than 100
Average account size $257,897
Assets under management growth 5 yrs annualized 27.2%
53. Kuntz Lesher Capital, LLC
Main office address 1800 Fruitville Pike,
Lancaster, PA 17601
Main office telephone number 717-399-1700
Website www.klcinvest.com
Years in business 8
Total assets under management $297,673,112
Advisory clients More than 100
Average account size $335,217
Assets under management growth 5 yrs annualized 21.2%
54. Tellone Management Group, Inc.
Main office address 6200 E. Canyon Rim Rd.,
Suite 201,
Anaheim Hills, CA 92807
Main office telephone number 714-998-2290
Website www.tellone.com
Years in business 27
Total assets under management $305,238,239
Advisory clients More than 100
Average account size $286,071
Assets under management growth 5 yrs annualized 14.6%
55. Mason Road Wealth Advisors, LLC
Main office address 424 S Woods Mill Rd.,
Suite 340,
Chesterfield, MO 63017
Main office telephone number 314-590-0000
Website www.mrwaLLC.com
Years in business 8
Total assets under management $277,098,475
Advisory clients More than 100
Average account size $361,276
Assets under management growth 5 yrs annualized 25.5%
56. Pennington Financial Group
Main office address 11246 Gold Express Dr.,
Suite 102,
Gold River, CA 95670
Main office telephone number 916-635-5858
Website www.pfgadvisor.com
Years in business 14
Total assets under management $190,631,164
Advisory clients More than 100
Average account size $354,993
Assets under management growth 5 yrs annualized 9.6%
57. McCarthy Asset Management, Inc.
Main office address 3 Lagoon Dr.,
Suite 155,
Redwood City, CA 94065
Main office telephone number 650-610-9540
Website www.mamportfolios.com
Years in business 12
Total assets under management $173,024,026
Advisory clients More than 100
Average account size $275,955
Assets under management growth 5 yrs annualized 15.9%
58. Geller Family Office Services, LLC
Main office address 909 Third Ave.,
New York, NY 10022
Main office telephone number 212-583-6001
Website www.gellerfamilyofficeservices.com
Years in business 9
Total assets under management $2,158,545,843
Advisory clients 26-100
Average account size $4,632,073
Assets under management growth 5 yrs annualized -12.2%
59. Jacobsen Capital Management
Main office address 280 S. 400 West,
Suite 220,
Salt Lake City, UT 84101
Main office telephone number 801-746-7171
Website www.jacobsencapital.com
Years in business 10
Total assets under management $161,266,359
Advisory clients 26-100
Average account size $556,091
Assets under management growth 5 yrs annualized 19.9%
60. Disciplined Investments, LLC
Main office address 2222 S. Utica Pl.,
Suite 200,
Tulsa, OK 74114
Main office telephone number 918-388-2690
Website www.ht-di.com
Years in business 10
Total assets under management $159,516,279
Advisory clients 26-100
Average account size $635,523
Assets under management growth 5 yrs annualized 44.1%
61. Brighton Jones, LLC
Main office address 2030 1st Ave.,
3rd Floor,
Seattle, WA 98121
Main office telephone number 206-258-5000
Website www.brightonjones.com
Years in business 14
Total assets under management $2,517,020,882
Advisory clients More than 100
Average account size $3,073,286
Assets under management growth 5 yrs annualized 17.8%
62. Foster & Motley , Inc.
Main office address 7755 Montgomery Rd.,
Suite 100,
Cincinnati, OH 45236
Main office telephone number 513-561-6640
Website www.fosterandmotley.com
Years in business 18
Total assets under management $913,177,311
Advisory clients More than 100
Average account size $1,619,109
Assets under management growth 5 yrs annualized 14.3%
63. Dean Investments
Main office address 3500 Pentagon Blvd.,
Suite 200,
Beavercreek, OH 45431
Main office telephone number 937-222-9531
Website www.chdean.com
Years in business 39
Total assets under management $548,422,458
Advisory clients More than 100
Average account size $1,179,403
Assets under management growth 5 yrs annualized 11.6%
64. SB Capital Management, Inc.
Main office address 6345 Balboa Blvd.,
Building 4 Suite 375,
Encino, CA 91316
Main office telephone number 818-774-1000 X 105
Website www.sbcapitalmanagement.com
Years in business 11
Total assets under management $499,525,023
Advisory clients More than 100
Average account size $671,405
Assets under management growth 5 yrs annualized 11.2%
65. The Proper Analysis Corp.
Main office address 3201 Enterprise Pkwy.,
Suite 320,
Beachwood, OH 44122
Main office telephone number 216-595-3842
Website www.properanalysis.com
Years in business 22
Total assets under management $328,347,066
Advisory clients More than 100
Average account size $344,540
Assets under management growth 5 yrs annualized 11.6
66. Thor Investment Management, Inc.
Main office address 7346 Beechmont Ave.,
Cincinnati, OH 45230
Main office telephone number 513-271-6777
Website www.thorinvestment.com
Years in business 22
Total assets under management $324,309,000
Advisory clients More than 100
Average account size $233,484
Assets under management growth 5 yrs annualized 13.9%
67. Asset Strategies, Inc.
Main office address 111 W. 2nd St.,
Suite 608,
Casper, WY 82601
Main office telephone number 307-266-4525
Website www.asset-strategies-inc.com
Years in business 12
Total assets under management $299,562,620
Advisory clients More than 100
Average account size $1,291,218
Assets under management growth 5 yrs annualized 15.3%
68. White Oaks Wealth Advisors, Inc.
Main office address IDS Center
80 S. Eighth St.,
Suite 1725,
Minneapolis, MN 55402-2123
Main office telephone number 612-455-6900
Website www.whiteoakswealth.com
Years in business 18
Total assets under management $429,880,453
Advisory clients More than 100
Average account size $1,692,443
Assets under management growth 5 yrs annualized 19.5%
69. East Coast Asset Management, LLC
Main office address 16 Martin St.,
Essex, MA 01929
Main office telephone number 978-801-0860
Website www.eastcoastasset.com
Years in business 6
Total assets under management $377,388,412
Advisory clients More than 100
Average account size $474,106
Assets under management growth 5 yrs annualized 57.5%
70. GreerWalker Wealth Management, LLC
Main office address 227 W. Trade St.,
Suite 1100,
Charlotte, NC 28202
Main office telephone number 704-377-0239
Website www.greerwalker.com
Years in business 12
Total assets under management $327,225,563
Advisory clients More than 100
Average account size $1,105,492
Assets under management growth 5 yrs annualized 10%
71. William Mack & Associates, Inc.
Main office address 1301 W. Long Lake Rd.,
Suite 115,
Troy, MI 48098
Main office telephone number 248-643-4310
Website www.wmack.com
Years in business 22
Total assets under management $259,100,000
Advisory clients More than 100
Average account size $694,638
Assets under management growth 5 yrs annualized -2.8%
72. Whitener Capital Management, Inc.
Main office address 105 Candlewood Rd.,
Suite A # 4,
Rocky Mount, NC,
27804
Main office telephone number 252-972-8908
Website www.whitenercapital.com
Years in business 27
Total assets under management $151,534,000
Advisory clients More than 100
Average account size $234,573
Assets under management growth 5 yrs annualized 11%
73. Crowley Wealth Management, Inc.
Main office address 3201-B Millcreek Rd.,
Wilmington, DE 19808
Main office telephone number 302-994-4700
Website www.crowleywealthmanagement.com
Years in business 27
Total assets under management $158,798,119
Advisory clients More than 100
Average account size $222,095
Assets under management growth 5 yrs annualized 16.6%
74. Pathstone Family Office, LLC
Main office address 1 Bridge Plaza North,
Suite 550,
Fort Lee, NJ 07024
Main office telephone number 201-944-7284
Website www.pathstone.com
Years in business 5
Total assets under management $1,812,932,738
Advisory clients 26-100
Average account size $1,178,760
Assets under management growth 5 yrs annualized 54.2%
75. Raffa Wealth Management, LLC
Main office address 1899 L St. NW
7th Floor,
Washington, DC 20036
Main office telephone number 202-955-6734
Website www.raffawealth.com
Years in business 7
Total assets under management $435,399,587
Advisory clients More than 100
Average account size $4,268,623
Assets under management growth 5 yrs annualized 27.3%
76. Kyle Financial Services
Main office address 10850 W. Park Pl.,
Suite 500,
Milwaukee, WI 53224
Main office telephone number 414-359-2020
Website www.kylefinancial.com
Years in business 12
Total assets under management $187,156,241
Advisory clients 26-100
Average account size $895,484
Assets under management growth 5 yrs annualized 14.8%
77. Mercer Global Advisors, Inc.
Main office address 1801 E. Cabrillo Blvd.,
Santa Barbara, CA 93108
Main office telephone number 800-258-1559
Website www.merceradvisors.com
Years in business 6
Total assets under management $5,512,472,775
Advisory clients More than 100
Average account size $343,585
Assets under management growth 5 yrs annualized 16.2%
78. Smith & Howard Wealth Management, LLC
Main office address 271 17th St. NW,
Suite 1600,
Atlanta, GA 30363
Main office telephone number 404-874-6244
Website www.smithhowardwealth.com
Years in business 15
Total assets under management $511,164,913
Advisory clients More than 100
Average account size $843,506
Assets under management growth 5 yrs annualized 26.3%
79. Lehman Financial Resources, Inc.
Main office address 1215 W. Baltimore Pike,
Suite 8,
Media, PA 19063
Main office telephone number 610-565-2343
Website none
Years in business 8
Total assets under management $418,525,601
Advisory clients More than 100
Average account size $483,286
Assets under management growth 5 yrs annualized 8.6%
80. Cranbrook Wealth Management, LLC
Main office address 901 Wilshire Dr.,
Suite 350,
Troy, MI 48084
Main office telephone number 248-362-0900
Website www.cranbrookwealth.com
Years in business 8
Total assets under management $438,445,834
Advisory clients More than 100
Average account size $499,938
Assets under management growth 5 yrs annualized 16.5%
81. Rockbridge Investment Management, LLC
Main office address 220 S. Warren St.,
9th Floor,
Syracuse, NY 13202
Main office telephone number 315-671-0588
Website www.rockbridgeinvest.com
Years in business 13
Total assets under management $336,791,109
Advisory clients More than 100
Average account size $284,692
Assets under management growth 5 yrs annualized 20.9%
82. Grant/GrossMendelsohn, LLC
Main office address 36 S. Charles St. 18th Floor,
Baltimore, MD 21201
Main office telephone number 410-685-9685
Website www.ggmwealthadvisors.com
Years in business 18
Total assets under management $275,463,000
Advisory clients More than 100
Average account size $578,704
Assets under management growth 5 yrs annualized 13.8%
83. Alexander Randolph Advisory , Inc.
Main office address 1902 Campus Commons Dr.,
Suite 410,
Reston, VA 20191
Main office telephone number 703-734-1507
Website www.alexanderrandolph.com
Years in business 23
Total assets under management $271,160,300
Advisory clients More than 100
Average account size $2,008,595
Assets under management growth 5 yrs annualized 7.2%
84. Commonwealth Advisory Group, Ltd.
Main office address 1910 Cochran Rd.,
Suite 100,
Pittsburgh, PA 15220
Main office telephone number 412-531-6040
Website www.comgrp.net
Years in business 13
Total assets under management $258,156,890
Advisory clients More than 100
Average account size $388,790
Assets under management growth 5 yrs annualized 13.4%
85. Weaver C. Barksdale & Associates, Inc.
Main office address One Burton Hills Blvd.,
Suite 100,
Nashville, TN 37215-6104
Main office telephone number 615-665-1085
Website www.wcbarksdale.com
Years in business 30
Total assets under management $4,055,622,496
Advisory clients 26-100
Average account size $35,575,636
Assets under management growth 5 yrs annualized 6.2%
86. TFO Phoenix, Inc.
Main office address 2400 E. Arizona Biltmore Circle,
Suite 1400 Building 4,
Phoenix, AZ 85016
Main office telephone number 602-466-2611
Website www.tfophoenix.com
Years in business 3
Total assets under management $1,317,096,717
Advisory clients 26-100
Average account size $2,394,721
Assets under management growth 5 yrs annualized 105.3%
87. New Wealth Advisors, LLC
Main office address 1 Highwood Dr.,
Suite 200,
Tewksbury, MA 01876
Main office telephone number 978-687-5869
Website www.newwealthadvisors.net
Years in business 8
Total assets under management $274,969,572
Advisory clients 26-100
Average account size $1,527,609
Assets under managementanagement growth 5 yrs annualized 48%
88. The Golub Group
Main office address 1850 Gateway Dr.,
Suite 100,
San Mateo, CA 94404
Main office telephone number 650-212-2240
Website www.golubgroup.com
Years in business 11
Total assets under management $1,014,594,984
Advisory clients More than 100
Average account size $506,285
Assets under management growth 5 yrs annualized 14.3%
89. GHP Investment Advisors, Inc.
Main office address 1670 Broadway,
Suite 3000,
Denver, CO 80202
Main office telephone number 303-831-5000
Website www.ghpia.com
Years in business 19
Total assets under management $821,655,581
Advisory clients More than 100
Average account size $422,445
Assets under management growth 5 yrs annualized 18.1%
90.Valicenti Advisory Services, Inc.
Main office address 400 E. Water St.,
Elmira, NY 14901-3411
Main office telephone number 607-734-2665
Website www.valicenti.com
Years in business 31
Total assets under management $376,662,448
Advisory clients More than 100
Average account size $238,243
Assets under management growth 5 yrs annualized 9%
91. KEB Asset Management, LLC
Main office address 1 W. Old State Capitol Plz.,
Suite 1000,
Springfield, IL 62701
Main office telephone number 217-789-0960
Website www.kamadvisors.com
Years in business 10
Total assets under management $336,209,338
Advisory clients More than 100
Average account size $321,424
Assets under management growth 5 yrs annualized 20.9%
92. Daniels + Tansey, LLP
Main office address 1013 Centre Rd.,
Suite 220,
Wilmington, DE 19805
Main office telephone number 302-594-1070
Website www.danielstansey.com
Years in business 10
Total assets under management $263,278,150
Advisory clients More than 100
Average account size $534,033
Assets under management growth 5 yrs annualized 9.4%
93. Carter Asset Management, Inc.
Main office address 242 Beech St.,
Abilene, TX 79601
Main office telephone number 325-673-6171
Website www.carterasset.com
Years in business 13
Total assets under management $218,406,963
Advisory clients More than 100
Average account size $506,745
Assets under management growth 5 yrs annualized 20.1%
94. Investment Advisory Professionals, LLC
Main office address 400 S. Dixie Hwy.,
Suite 322,
Boca Raton, FL 33432
Main office telephone number 561-391-4477
Website www.iapLLC.com
Years in business 15
Total assets under management $177,000,000
Advisory clients More than 100
Average account size $1,669,811
Assets under management growth 5 yrs annualized 13.3%
95. Tricapital Advisors, Inc.
Main office address 11140 Rockville Pike,
Suite 600,
North Bethesda, MD 20852
Main office telephone number 301-231-8181
Website www.tricapitaladvisors.com
Years in business 16
Total assets under management $188,065,558
Advisory clients More than 100
Average account size $225,498
Assets under management growth 5 yrs annualized 9.6%
96. Pathway Financial Advisors, LLC
Main office address 110 Main St.,
Suite 401,
Burlington, VT 05401
Main office telephone number 802-660-7086
Website www.pathwayadvisors.com
Years in business 9
Total assets under management $210,327,708
Advisory clients More than 100
Average account size $2,213,976
Assets under management growth 5 yrs annualized 13.5%
97. Red Door Wealth Management, LLC
Main office address 756 Ridge Lake Blvd.,
Memphis, TN 38120
Main office telephone number 901-681-0018
Website www.reddoorwealth.com
Years in business 4
Total assets under management $102,851,105
Advisory clients More than 100
Average account size $487,446
Assets under management growth 5 yrs annualized 52%
98. Landmark Wealth Management
Main office address 45 Bryant Woods North,
Amherst, NY 14228
Main office telephone number 716-630-2441
Website www.landmarkfirm.com
Years in business 9
Total assets under management $98,269,574
Advisory clients More than 100
Average account size $650,792
Assets under management growth 5 yrs annualized 28.5%
99. Onyx Financial Advisors, LLC
Main office address 2400 E. 25th St.,
Idaho Falls, ID 83404
Main office telephone number 208-522-6400
Website www.onyxfinancial.com
Years in business 9
Total assets under management $92,200,000
Advisory clients More than 100
Average account size $788,034
Assets under management growth 5 yrs annualized 26.3%
100. The Mosaic Financial Group, LLC
Main office address 330 N. Wabash,
Suite 1650,
Chicago, IL 60611
Main office telephone number 312-255-5490
Website www.themosaicgroupLLC.com
Years in business 14
Total assets under management $441,409,018
Advisory clients 26-100
Average account size $931,243
Assets under management growth 5 yrs annualized -5.8%

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
  • client segmentation
  • 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 (RCR) 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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