Top 100 Fee-Only Wealth Management Firms of 2014
The CNBC Digital team presents our inaugural list of the Top 100 Fee-Only Wealth Management Firms, with full firm financial and contact information:
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.