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:
1. Creative Planning, Inc.
| Main office address | 3400 College Blvd., Leawood, KS 66211 |
| Main office telephone number | 913-338-2727 |
| Years in business | 32 |
| Total assets under management | $14,550,748,882 |
| Advisory clients | More than 100 |
| Average account size | $373,537 |
| Assets under management growth 5 yrs annualized | 191% |
| Advisor-to-client ratio | 1-to-306.7 |
| Percentage of female advisors at firm | 13% |
2. Carlson Capital Management
| Main office address | 11 Bridge Square, Northfield, MN 55057 |
| Main office telephone number | 507-645-8887 |
| Years in business | 25 |
| Total assets under management | $1,225,725,392 |
| Advisory clients | More than 100 |
| Average account size | $264,850 |
| Assets under management growth 5 yrs annualized | 47% |
| Advisor-to-client ratio | 1-to-330.6 |
| Percentage of female advisors at firm | 27% |
3. CPS Investment Advisors
| Main office address | 205 E. Orange St., Lakeland, FL 33801 |
| Main office telephone number | 863-688-1725 |
| Years in business | 26 |
| Total assets under management | $915,983,181 |
| Advisory clients | More than 100 |
| Average account size | $264,659 |
| Assets under management growth 5 yrs annualized | 60% |
| Advisor-to-client ratio | 1-to-346.1 |
| Percentage of female advisors at firm | 27% |
4. Jackson Thornton Asset Management, LLC
| Main office address | 200 Commerce St., Montgomery, AL 36104 |
| Main office telephone number | 334-834-7660 |
| Years in business | 13 |
| Total assets under management | $821,363,907 |
| Advisory clients | More than 100 |
| Average account size | $604,388 |
| Assets under management growth 5 yrs annualized | 50% |
| Advisor-to-client ratio | 1-to-169.9 |
| Percentage of female advisors at firm | 33% |
5. BKD Wealth Advisors, LLC
| Main office address | 910 E. St. Louis St., Suite 200, Springfield, MO 65806 |
| Main office telephone number | 417-866-5822 |
| Years in business | 16 |
| Total assets under management | $2,546,629,286 |
| Advisory clients | More than 100 |
| Average account size | $684,578 |
| Assets under management growth 5 yrs annualized | 51% |
| Advisor-to-client ratio | 1-to-286.2 |
| Percentage of female advisors at firm | 20% |
6. 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 |
| Years in business | 12 |
| Total assets under management | $527,048,674 |
| Advisory clients | More than 100 |
| Average account size | $672,256 |
| Assets under management growth 5 yrs annualized | 47% |
| Advisor-to-client ratio | 1-to-156.8 |
| Percentage of female advisors at firm | 25% |
7. Adams Hall Wealth Advisors, LLC
| Main office address | 4200 W. 115th St., Suite 100, Leawood, KS 66211 |
| Main office telephone number | 913-647-9700 |
| Years in business | 19 |
| Total assets under management | $2,289,589,852 |
| Advisory clients | More than 100 |
| Average account size | $1,360,422 |
| Assets under management growth 5 yrs annualized | 63% |
| Advisor-to-client ratio | 1-to-112.2 |
| Percentage of female advisors at firm | 47% |
8. AKT Wealth Advisors, LP
| Main office address | 5665 SW Meadows Rd., Suite 200, Lake Oswego, OR 97035 |
| Main office telephone number | 503-620-5329 |
| Years in business | 7 |
| Total assets under management | $787,958,000 |
| Advisory clients | More than 100 |
| Average account size | $624,868 |
| Assets under management growth 5 yrs annualized | 58% |
| Advisor-to-client ratio | 1-to-90.1 |
| Percentage of female advisors at firm | 44% |
9. GHP Investment Advisors, Inc.
| Main office address | 1670 Broadway, Suite 3000, Denver, CO 80202 |
| Main office telephone number | 303-831-5000 |
| Years in business | 20 |
| Total assets under management | $905,501,819 |
| Advisory clients | More than 100 |
| Average account size | $432,840 |
| Assets under management growth 5 yrs annualized | 50% |
| Advisor-to-client ratio | 1-to-348.7 |
| Percentage of female advisors at firm | 25% |
10. Droms Strauss Wealth Management
| Main office address | 501 N. Lindbergh Blvd., St. Louis, MO 63141 |
| Main office telephone number | 314-862-9100 |
| Years in business | 17 |
| Total assets under management | $334,752,000 |
| Advisory clients | More than 100 |
| Average account size | $431,381 |
| Assets under management growth 5 yrs annualized | 58% |
| Advisor-to-client ratio | 1-to-258.7 |
| Percentage of female advisors at firm | 29% |
11. Semmax Financial Advisors, Inc.
| Main office address | 2300 W. Meadowview Rd., Suite 101, Greensboro, NC 27407 |
| Main office telephone number | 336-856-0080 |
| Years in business | 7 |
| Total assets under management | $567,304,258 |
| Advisory clients | More than 100 |
| Average account size | $463,484 |
| Assets under management growth 5 yrs annualized | 8,122% |
| Advisor-to-client ratio | 1-to-306 |
| Percentage of female advisors at firm | 42% |
12. Daniels + Tansey, LLP
| Main office address | 1013 Centre Rd., Suite 220, Wilmington, DE 19805 |
| Main office telephone number | 302-594-1070 |
| Years in business | 11 |
| Total assets under management | $279,470,328 |
| Advisory clients | More than 100 |
| Average account size | $539,518 |
| Assets under management growth 5 yrs annualized | 54% |
| Advisor-to-client ratio | 1-to-172.7 |
| Percentage of female advisors at firm | 36% |
13. Buckingham Asset Management, LLC
| Main office address | 8182 Maryland Ave., Suite 500, St. Louis, MO 63105 |
| Main office telephone number | 314-725-0455 |
| Years in business | 8 |
| Total assets under management | $6,631,464,659 |
| Advisory clients | More than 100 |
| Average account size | $572,122 |
| Assets under management growth 5 yrs annualized | 71% |
| Advisor-to-client ratio | 1-to-122 |
| Percentage of female advisors at firm | 16% |
14. SMF Financial Advisors, LLC
| Main office address | 855 Valley Rd., Clifton, NJ 07013 |
| Main office telephone number | 973-472-6250 |
| Years in business | 7 |
| Total assets under management | $573,855,702 |
| Advisory clients | More than 100 |
| Average account size | $440,073 |
| Assets under management growth 5 yrs annualized | 122% |
| Advisor-to-client ratio | 1-to-217.3 |
| Percentage of female advisors at firm | 14% |
15. Halbert Hargrove
| Main office address | 111 W. Ocean Blvd., Suite 2300, Long Beach, CA 90802 |
| Main office telephone number | 562-435-5657 |
| Years in business | 27 |
| Total assets under management | $4,108,380,463 |
| Advisory clients | More than 100 |
| Average account size | $1,261,013 |
| Assets under management growth 5 yrs annualized | 135% |
| Advisor-to-client ratio | 1-to-120.7 |
| Percentage of female advisors at firm | 17% |
16. Dean Investments
| Main office address | 3500 Pentagon Blvd., Suite 200, Beavercreek, OH 45431 |
| Main office telephone number | 937-222-9531 |
| Years in business | 40 |
| Total assets under management | $574,930,055 |
| Advisory clients | More than 100 |
| Average account size | $1,197,771 |
| Assets under management growth 5 yrs annualized | 44% |
| Advisor-to-client ratio | 1-to-96 |
| Percentage of female advisors at firm | 10% |
17. Wescott Financial Advisory Group, LLC
| Main office address | 30 S. 17th St., Philadelphia, PA 19103 |
| Main office telephone number | 215-979-1600 |
| Years in business | 28 |
| Total assets under management | $2,078,711,666 |
| Advisory clients | More than 100 |
| Average account size | $4,639,981 |
| Assets under management growth 5 yrs annualized | 63% |
| Advisor-to-client ratio | 1-to-26.4 |
| Percentage of female advisors at firm | 50% |
18. Nuance Investments, LLC
| Main office address | 4900 Main St., Suite 220, Kansas City, MO 64112 |
| Main office telephone number | 816-743-7080 |
| Years in business | 7 |
| Total assets under management | $1,071,186,382 |
| Advisory clients | More than 100 |
| Average account size | $1,705,711 |
| Assets under management growth 5 yrs annualized | 609% |
| Advisor-to-client ratio | 1-to-157 |
| Percentage of female advisors at firm | 40% |
19. Raffa Wealth Management, LLC
| Main office address | 1899 L St., NW, 7th Floor, Washington, DC 20036 |
| Main office telephone number | 202-955-6734 |
| Years in business | 8 |
| Total assets under management | $566,616,024 |
| Advisory clients | More than 100 |
| Average account size | $2,009,277 |
| Assets under management growth 5 yrs annualized | 145% |
| Advisor-to-client ratio | 1-to-94 |
| Percentage of female advisors at firm | 17% |
20. Rollins Financial, Inc.
| Main office address | 3343 Peachtree Rd. NE, Suite 500, Atlanta, GA 30326 |
| Main office telephone number | 404-892-7967 |
| Years in business | 25 |
| Total assets under management | $274,618,260 |
| Advisory clients | More than 100 |
| Average account size | $585,540 |
| Assets under management growth 5 yrs annualized | 94% |
| Advisor-to-client ratio | 1-to-156.3 |
| Percentage of female advisors at firm | 0% |
21. Convergence Investment Partners, LLC
| Main office address | 1245 Cheyenne Ave., Suite 102, Grafton, WI 53024 |
| Main office telephone number | 262-240-0117 |
| Years in business | 7 |
| Total assets under management | $553,692,555 |
| Advisory clients | More than 100 |
| Average account size | $1,864,285 |
| Assets under management growth 5 yrs annualized | 249% |
| Advisor-to-client ratio | 1-to-74.3 |
| Percentage of female advisors at firm | 17% |
22. Crowley Wealth Management, Inc.
| Main office address | 3201-B Millcreek Rd., Wilmington, DE 19808 |
| Main office telephone number | 302-994-4700 |
| Years in business | 28 |
| Total assets under management | $189,724,890 |
| Advisory clients | More than 100 |
| Average account size | $245,123 |
| Assets under management growth 5 yrs annualized | 76% |
| Advisor-to-client ratio | 1-to-387 |
| Percentage of female advisors at firm | 0% |
23. Jones Barclay Boston & Co.
| Main office address | 1718 Gaylord St., Denver, CO 80206 |
| Main office telephone number | 303-592-4282 |
| Years in business | 21 |
| Total assets under management | $336,994,074 |
| Advisory clients | More than 100 |
| Average account size | $635,838 |
| Assets under management growth 5 yrs annualized | 45% |
| Advisor-to-client ratio | 1-to-75.7 |
| Percentage of female advisors at firm | 22% |
24. LB&C
| Main office address | 1802 Bayberry Ct., Suite 400, Richmond, VA 23226 |
| Main office telephone number | 804-288-0404 |
| Years in business | 45 |
| Total assets under management | $2,463,105,000 |
| Advisory clients | More than 100 |
| Average account size | $3,420,979 |
| Assets under management growth 5 yrs annualized | 53% |
| Advisor-to-client ratio | 1-to-55.4 |
| Percentage of female advisors at firm | 6% |
25. DT Investment Partners, LLC
| Main office address | Brandywine Five, 1 Dickinson Dr., Suite 105, Chadds Ford, PA 19317 |
| Main office telephone number | 484-778-4425 |
| Years in business | 4 |
| Total assets under management | $598,543,993 |
| Advisory clients | More than 100 |
| Average account size | $537,775 |
| Assets under management growth 5 yrs annualized | 72% |
| Advisor-to-client ratio | 1-to-371 |
| Percentage of female advisors at firm | 0% |
26. SVA Plumb Wealth Management, LLC
| Main office address | 1221 John Q Hammons Dr., Madison, WI 53717 |
| Main office telephone number | 608-824-8800 |
| Years in business | 4 |
| Total assets under management | $1,954,611,380 |
| Advisory clients | More than 100 |
| Average account size | $533,755 |
| Assets under management growth 5 yrs annualized | 93% |
| Advisor-to-client ratio | 1-to-85.2 |
| Percentage of female advisors at firm | 30% |
27. Alexander Randolph Advisory, Inc.
| Main office address | 1902 Campus Commons Dr., Suite 410, Reston, VA 20191 |
| Main office telephone number | 703-734-1507 |
| Years in business | 24 |
| Total assets under management | $286,069,497 |
| Advisory clients | More than 100 |
| Average account size | $619,198 |
| Assets under management growth 5 yrs annualized | 13% |
| Advisor-to-client ratio | 1-to-154 |
| Percentage of female advisors at firm | 50% |
28. CJM Wealth Advisers, Ltd.
| Main office address | 11320 Random Hills Rd., Suite 250, Fairfax, VA 22030 |
| Main office telephone number | 703-425-0700 |
| Years in business | 36 |
| Total assets under management | $555,482,051 |
| Advisory clients | More than 100 |
| Average account size | $322,392 |
| Assets under management growth 5 yrs annualized | 45% |
| Advisor-to-client ratio | 1-to-172.3 |
| Percentage of female advisors at firm | 42% |
29. Waddell & Associates, Inc.
| Main office address | 5188 Wheelis Dr., Memphis, TN 38117 |
| Main office telephone number | 901-767-9187 |
| Years in business | 29 |
| Total assets under management | $820,407,489 |
| Advisory clients | More than 100 |
| Average account size | $291,338 |
| Assets under management growth 5 yrs annualized | 47% |
| Advisor-to-client ratio | 1-to-234.7 |
| Percentage of female advisors at firm | 63% |
30. Bloom Asset Management, Inc.
| Main office address | 31275 Northwestern Hwy., Suite 145, Farmington Hills, MI 48334 |
| Main office telephone number | 248-932-5200 |
| Years in business | 20 |
| Total assets under management | $1,069,208,792 |
| Advisory clients | More than 100 |
| Average account size | $239,625 |
| Assets under management growth 5 yrs annualized | 46% |
| Advisor-to-client ratio | 1-to-557.8 |
| Percentage of female advisors at firm | 23% |
31. Beaird Harris
| Main office address | 12221 Merit Dr., Suite 750, Dallas, TX 75251 |
| Main office telephone number | 972-503-1040 |
| Years in business | 19 |
| Total assets under management | $736,246,636 |
| Advisory clients | More than 100 |
| Average account size | $484,054 |
| Assets under management growth 5 yrs annualized | 85% |
| Advisor-to-client ratio | 1-to-152.1 |
| Percentage of female advisors at firm | 31% |
32. ARS Wealth Advisors
| Main office address | 111 Second Ave. NE, Suite 1600, St. Petersburg, FL 33701 |
| Main office telephone number | 727-322-7681 |
| Years in business | 12 |
| Total assets under management | $408,846,412 |
| Advisory clients | More than 100 |
| Average account size | $385,704 |
| Assets under management growth 5 yrs annualized | 75% |
| Advisor-to-client ratio | 1-to-212 |
| Percentage of female advisors at firm | 20% |
33. Balasa Dinverno Foltz, LLC
| Main office address | 500 Park Blvd., Suite 1400, Itasca, IL 60143 |
| Main office telephone number | 630-875-4900 |
| Years in business | 14 |
| Total assets under management | $3,208,122,771 |
| Advisory clients | More than 100 |
| Average account size | $720,441 |
| Assets under management growth 5 yrs annualized | 60% |
| Advisor-to-client ratio | 1-to-153.6 |
| Percentage of female advisors at firm | 17% |
34. TrueWealth Management
| Main office address | 3630 Peachtree Rd., NE, Suite 300, Atlanta, GA 30326 |
| Main office telephone number | 404-487-0500 |
| Years in business | 15 |
| Total assets under management | $1,001,352,310 |
| Advisory clients | More than 100 |
| Average account size | $714,231 |
| Assets under management growth 5 yrs annualized | 54% |
| Advisor-to-client ratio | 1-to-127.5 |
| Percentage of female advisors at firm | 48% |
35. Confluence Wealth Management, LLC
| Main office address | 1211 SW Fifth Ave, Suite 1160, Portland, OR 97204 |
| Main office telephone number | 503-221-7595 |
| Years in business | 16 |
| Total assets under management | $565,190,475 |
| Advisory clients | More than 100 |
| Average account size | $469,038 |
| Assets under management growth 5 yrs annualized | 73% |
| Advisor-to-client ratio | 1-to-150.6 |
| Percentage of female advisors at firm | 43% |
36. Berson & Corrado Investment Advisors, LLC
| Main office address | 25 W. 43rd St., Suite 920, New York, NY 10036 |
| Main office telephone number | 212-730-5444 |
| Years in business | 16 |
| Total assets under management | $383,513,218 |
| Advisory clients | More than 100 |
| Average account size | $378,966 |
| Assets under management growth 5 yrs annualized | 40% |
| Advisor-to-client ratio | 1-to-168.7 |
| Percentage of female advisors at firm | 8% |
37. Column Capital Advisors, LLC
| Main office address | 3815 River Crossing Pkwy., Suite 340, Indianapolis, IN 46240-7808 |
| Main office telephone number | 317-663-6500 |
| Years in business | 10 |
| Total assets under management | $580,997,880 |
| Advisory clients | More than 100 |
| Average account size | $660,225 |
| Assets under management growth 5 yrs annualized | 48% |
| Advisor-to-client ratio | 1-to-73.3 |
| Percentage of female advisors at firm | 36% |
38. Schenck Investment Solutions, LLC
| Main office address | 200 E. Washington St., Appleton, WI 54911 |
| Main office telephone number | 920-996-1316 |
| Years in business | 13 |
| Total assets under management | $578,666,386 |
| Advisory clients | More than 100 |
| Average account size | $667,435 |
| Assets under management growth 5 yrs annualized | 46% |
| Advisor-to-client ratio | 1-to-216.8 |
| Percentage of female advisors at firm | 30% |
39. Smith & Howard Wealth Management, LLC
| Main office address | 271 17th St., NW, Suite 1600, Atlanta, GA 30363 |
| Main office telephone number | 404-874-6244 |
| Years in business | 16 |
| Total assets under management | $555,142,976 |
| Advisory clients | More than 100 |
| Average account size | $773,180 |
| Assets under management growth 5 yrs annualized | 53% |
| Advisor-to-client ratio | 1-to-143.6 |
| Percentage of female advisors at firm | 38% |
40. Sandhill Investment Management
| Main office address | 360 Delaware Ave., Suite 402, Buffalo, NY 14202 |
| Main office telephone number | 716-852-0279 |
| Years in business | 11 |
| Total assets under management | $598,370,934 |
| Advisory clients | More than 100 |
| Average account size | $641,341 |
| Assets under management growth 5 yrs annualized | 55% |
| Advisor-to-client ratio | 1-to-116.6 |
| Percentage of female advisors at firm | 21% |
41. Lutz Financial
| Main office address | 13616 California St., Suite 300, Omaha, NE 68154 |
| Main office telephone number | 402-827-2300 |
| Years in business | 12 |
| Total assets under management | $695,383,278 |
| Advisory clients | More than 100 |
| Average account size | $470,489 |
| Assets under management growth 5 yrs annualized | 55% |
| Advisor-to-client ratio | 1-to-246.3 |
| Percentage of female advisors at firm | 22% |
42. Heritage Investment Group, Inc.
| Main office address | 2480 NE 23rd St., Pompano Beach, FL 33062 |
| Main office telephone number | 954-785-5400 |
| Years in business | 22 |
| Total assets under management | $883,118,319 |
| Advisory clients | More than 100 |
| Average account size | $646,973 |
| Assets under management growth 5 yrs annualized | 41% |
| Advisor-to-client ratio | 1-to-113.8 |
| Percentage of female advisors at firm | 41% |
43. The Milestone Group, Inc.
| Main office address | 370 17th St., Suite 3100, Denver, CO 80202 |
| Main office telephone number | 303-539-0100 |
| Years in business | 19 |
| Total assets under management | $1,764,048,164 |
| Advisory clients | More than 100 |
| Average account size | $1,276,446 |
| Assets under management growth 5 yrs annualized | 32% |
| Advisor-to-client ratio | 1-to-138.2 |
| Percentage of female advisors at firm | 0% |
44. Investment Management Group
| Main office address | 402 N. Broadway, Billings, MT 59101 |
| Main office telephone number | 406-655-3960 |
| Years in business | 13 |
| Total assets under management | $2,692,181,476 |
| Advisory clients | More than 100 |
| Average account size | $2,876,262 |
| Assets under management growth 5 yrs annualized | 32% |
| Advisor-to-client ratio | 1-to-117 |
| Percentage of female advisors at firm | 40% |
45. FSG Investment Management, LLC
| Main office address | 700 Colonial Rd., Suite 120, Memphis, TN 38117 |
| Main office telephone number | 901-531-7423 |
| Years in business | 10 |
| Total assets under management | $654,678,915 |
| Advisory clients | More than 100 |
| Average account size | $1,160,778 |
| Assets under management growth 5 yrs annualized | 58% |
| Advisor-to-client ratio | 1-to-94 |
| Percentage of female advisors at firm | 9% |
46. Kraft Asset Management, LLC
| Main office address | 555 Great Circle Rd., Nashville, TN 37228 |
| Main office telephone number | 615-782-4264 |
| Years in business | 9 |
| Total assets under management | $238,202,821 |
| Advisory clients | More than 100 |
| Average account size | $636,906 |
| Assets under management growth 5 yrs annualized | 46% |
| Advisor-to-client ratio | 1-to-93.5 |
| Percentage of female advisors at firm | 19% |
47. Warren Averett Asset Management, LLC
| Main office address | 2500 Acton Rd., Birmingham, AL 35243 |
| Main office telephone number | 205-979-4100 |
| Years in business | 14 |
| Total assets under management | $1,838,045,385 |
| Advisory clients | More than 100 |
| Average account size | $1,019,437 |
| Assets under management growth 5 yrs annualized | 45% |
| Advisor-to-client ratio | 1-to-90.2 |
| Percentage of female advisors at firm | 20% |
48. Foster Group, Inc.
| Main office address | 1001 Grand Ave., West Des Moines, IA 50265 |
| Main office telephone number | 515-226-9000 |
| Years in business | 24 |
| Total assets under management | $1,500,390,637 |
| Advisory clients | More than 100 |
| Average account size | $526,453 |
| Assets under management growth 5 yrs annualized | 33% |
| Advisor-to-client ratio | 1-to-135.7 |
| Percentage of female advisors at firm | 33% |
49. Valicenti Advisory Services, Inc.
| Main office address | 400 E. Water St., Elmira, NY 14901 |
| Main office telephone number | 607-734-2665 |
| Years in business | 32 |
| Total assets under management | $389,616,915 |
| Advisory clients | More than 100 |
| Average account size | $238,152 |
| Assets under management growth 5 yrs annualized | 21% |
| Advisor-to-client ratio | 1-to-272.7 |
| Percentage of female advisors at firm | 47% |
50. Private Asset Management, Inc.
| Main office address | 5348 Carroll Canyon Rd., Suite 200, San Diego, CA 92121 |
| Main office telephone number | 858-750-4200 |
| Years in business | 23 |
| Total assets under management | $853,607,000 |
| Advisory clients | More than 100 |
| Average account size | $543,353 |
| Assets under management growth 5 yrs annualized | 40% |
| Advisor-to-client ratio | 1-to-98.2 |
| Percentage of female advisors at firm | 24% |
51. Beaumont Financial Partners, LLC
| Main office address | 250 1st Ave., Suite 101, Needham, MA 02494 |
| Main office telephone number | 781-400-2800 |
| Years in business | 15 |
| Total assets under management | $2,883,193,964 |
| Advisory clients | More than 100 |
| Average account size | $1,136,906 |
| Assets under management growth 5 yrs annualized | 82% |
| Advisor-to-client ratio | 1-to-133.5 |
| Percentage of female advisors at firm | 16% |
52. Durbin Bennett Private Wealth Management, LLC
| Main office address | 100 Congress Ave., Suite 1600, Austin, TX 78701 |
| Main office telephone number | 512-439-4800 |
| Years in business | 14 |
| Total assets under management | $918,461,327 |
| Advisory clients | More than 100 |
| Average account size | $1,004,881 |
| Assets under management growth 5 yrs annualized | 40% |
| Advisor-to-client ratio | 1-to-101.6 |
| Percentage of female advisors at firm | 43% |
53. Portfolio Solutions, LLC
| Main office address | 900 Wilshire Dr., Suite 200, Troy, MI 48084 |
| Main office telephone number | 248-689-1550 |
| Years in business | 16 |
| Total assets under management | $1,410,407,692 |
| Advisory clients | More than 100 |
| Average account size | $811,512 |
| Assets under management growth 5 yrs annualized | 47% |
| Advisor-to-client ratio | 1-to-434.5 |
| Percentage of female advisors at firm | 40% |
54. Burt Wealth Advisors
| Main office address | 6010 Executive Blvd., Suite 900, Rockville, MD 20852 |
| Main office telephone number | 301-770-9880 |
| Years in business | 30 |
| Total assets under management | $522,809,979 |
| Advisory clients | More than 100 |
| Average account size | $521,246 |
| Assets under management growth 5 yrs annualized | 40% |
| Advisor-to-client ratio | 1-to-167.2 |
| Percentage of female advisors at firm | 40% |
55. Point View Wealth Management, Inc.
| Main office address | 382 Springfield Ave., Suite 208, Summit, NJ 07901 |
| Main office telephone number | 908-598-1717 |
| Years in business | 22 |
| Total assets under management | $210,695,541 |
| Advisory clients | More than 100 |
| Average account size | $423,083 |
| Assets under management growth 5 yrs annualized | 81% |
| Advisor-to-client ratio | 1-to-124.5 |
| Percentage of female advisors at firm | 80% |
56. 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 |
| Years in business | 15 |
| Total assets under management | $2,595,700,947 |
| Advisory clients | More than 100 |
| Average account size | $1,020,724 |
| Assets under management growth 5 yrs annualized | 43% |
| Advisor-to-client ratio | 1-to-97.8 |
| Percentage of female advisors at firm | 60% |
57. Lauterbach Financial Advisors, LLC
| Main office address | 4130 Rio Bravo Dr., El Paso, TX 79902 |
| Main office telephone number | 915-544-6950 |
| Years in business | 10 |
| Total assets under management | $243,768,774 |
| Advisory clients | More than 100 |
| Average account size | $366,019 |
| Assets under management growth 5 yrs annualized | 55% |
| Advisor-to-client ratio | 1-to-95.1 |
| Percentage of female advisors at firm | 18% |
58. Dixon Hughes Goodman Wealth Advisors, LLC
| Main office address | 500 Ridgefield Ct., Suite 100, Suite 100, Asheville, NC 28806 |
| Main office telephone number | 888-840-4715 |
| Years in business | 15 |
| Total assets under management | $1,180,183,357 |
| Advisory clients | More than 100 |
| Average account size | $263,316 |
| Assets under management growth 5 yrs annualized | 25% |
| Advisor-to-client ratio | 1-to-235.9 |
| Percentage of female advisors at firm | 52% |
59. Wealthstream Advisors, Inc.
| Main office address | 60 E. 42nd St., Suite 1600, New York, NY 10165 |
| Main office telephone number | 212-971-9241 |
| Years in business | 11 |
| Total assets under management | $339,141,840 |
| Advisory clients | More than 100 |
| Average account size | $570,946 |
| Assets under management growth 5 yrs annualized | 59% |
| Advisor-to-client ratio | 1-to-118.8 |
| Percentage of female advisors at firm | 11% |
60. Solutions For Wealth Management, LLC
| Main office address | 1605 N. Convent St., Bourbonnais, IL 60914 |
| Main office telephone number | 815-935-6636 |
| Years in business | 10 |
| Total assets under management | $178,194,918 |
| Advisory clients | More than 100 |
| Average account size | $270,402 |
| Assets under management growth 5 yrs annualized | 96% |
| Advisor-to-client ratio | 1-to-109.8 |
| Percentage of female advisors at firm | 36% |
61. SignatureFD, LLC
| Main office address | 1230 Peachtree St., NE, Suite 1800, Atlanta, GA 30309 |
| Main office telephone number | 404-253-7600 |
| Years in business | 14 |
| Total assets under management | $2,239,722,555 |
| Advisory clients | More than 100 |
| Average account size | $2,904,958 |
| Assets under management growth 5 yrs annualized | 83% |
| Advisor-to-client ratio | 1-to-25.7 |
| Percentage of female advisors at firm | 46% |
62. AlphaMark Advisors, LLC
| Main office address | 250 Grandview Dr., Suite 175, Ft. Mitchell, KY 41017 |
| Main office telephone number | 859-957-1803 |
| Years in business | 15 |
| Total assets under management | $321,819,169 |
| Advisory clients | More than 100 |
| Average account size | $408,400 |
| Assets under management growth 5 yrs annualized | 18% |
| Advisor-to-client ratio | 1-to-197 |
| Percentage of female advisors at firm | 18% |
63. Sanderson Wealth Management, LLC
| Main office address | 750 Key Tower, 50 Fountain Plaza, Buffalo, NY 14202 |
| Main office telephone number | 716-566-2420 |
| Years in business | 13 |
| Total assets under management | $626,599,420 |
| Advisory clients | More than 100 |
| Average account size | $2,797,319 |
| Assets under management growth 5 yrs annualized | 42% |
| Advisor-to-client ratio | 1-to-24.9 |
| Percentage of female advisors at firm | 11% |
64. Hutchinson Capital Management
| Main office address | 700 Larkspur Landing Circle, Suite 126, Larkspur, CA 94939 |
| Main office telephone number | 415-464-5650 |
| Years in business | 20 |
| Total assets under management | $586,776,504 |
| Advisory clients | More than 100 |
| Average account size | $908,323 |
| Assets under management growth 5 yrs annualized | 23% |
| Advisor-to-client ratio | 1-to-161.5 |
| Percentage of female advisors at firm | 33% |
65. Financial Designs Corp.
| Main office address | 540 W. Baseline Rd., #10, Claremont, CA 91711 |
| Main office telephone number | 909-626-1642 |
| Years in business | 20 |
| Total assets under management | $304,317,000 |
| Advisory clients | More than 100 |
| Average account size | $274,902 |
| Assets under management growth 5 yrs annualized | 54% |
| Advisor-to-client ratio | 1-to-553.5 |
| Percentage of female advisors at firm | 38% |
66. Wealth Management, LLC
| Main office address | 125 S. 4th St., Norfolk, NE 68701 |
| Main office telephone number | 402-371-1160 |
| Years in business | 9 |
| Total assets under management | $760,034,341 |
| Advisory clients | More than 100 |
| Average account size | $195,784 |
| Assets under management growth 5 yrs annualized | 193% |
| Advisor-to-client ratio | 1-to-138.6 |
| Percentage of female advisors at firm | 40% |
67. Whitnell & Co.
| Main office address | 701 Harger Rd., Suite 190, Oak Brook, IL 60523 |
| Main office telephone number | 630-575-2300 |
| Years in business | 25 |
| Total assets under management | $1,239,831,000 |
| Advisory clients | More than 100 |
| Average account size | $838,290 |
| Assets under management growth 5 yrs annualized | 22% |
| Advisor-to-client ratio | 1-to-56.9 |
| Percentage of female advisors at firm | 64% |
68. Regency Investment Advisors, Inc.
| Main office address | 1312 W. Herndon Ave., Suite 101, Fresno, CA 93711 |
| Main office telephone number | 559-438-2640 |
| Years in business | 22 |
| Total assets under management | $301,122,762 |
| Advisory clients | More than 100 |
| Average account size | $295,508 |
| Assets under management growth 5 yrs annualized | 25% |
| Advisor-to-client ratio | 1-to-203.8 |
| Percentage of female advisors at firm | 25% |
69. Cahill Financial Advisors, Inc.
| Main office address | 7300 Metro Blvd., Suite 625, Edina, MN 55439 |
| Main office telephone number | 952-926-1659 |
| Years in business | 32 |
| Total assets under management | $397,823,384 |
| Advisory clients | More than 100 |
| Average account size | $211,608 |
| Assets under management growth 5 yrs annualized | 87% |
| Advisor-to-client ratio | 1-to-188 |
| Percentage of female advisors at firm | 42% |
70. SRS Capital Advisors, Inc.
| Main office address | 730 17th St., Suite 107, Denver, CO 80202 |
| Main office telephone number | 303-633-5900 |
| Years in business | 9 |
| Total assets under management | $335,869,816 |
| Advisory clients | More than 100 |
| Average account size | $300,959 |
| Assets under management growth 5 yrs annualized | 209% |
| Advisor-to-client ratio | 1-to-111.6 |
| Percentage of female advisors at firm | 25% |
71. Wagner Bowman Management Corp.
| Main office address | 1777 Reisterstown Rd., Suite 295-B, Baltimore, MD 21208 |
| Main office telephone number | 410-653-7979 |
| Years in business | 29 |
| Total assets under management | $467,309,000 |
| Advisory clients | More than 100 |
| Average account size | $375,953 |
| Assets under management growth 5 yrs annualized | 63% |
| Advisor-to-client ratio | 1-to-177.6 |
| Percentage of female advisors at firm | 25% |
72. Starfire Investment Advisers, Inc.
| Main office address | 3000 Town Center, Suite 2235, Southfield, MI 48075 |
| Main office telephone number | 248-352-2211 |
| Years in business | 23 |
| Total assets under management | $350,512,019 |
| Advisory clients | More than 100 |
| Average account size | $366,261 |
| Assets under management growth 5 yrs annualized | 55% |
| Advisor-to-client ratio | 1-to-478.5 |
| Percentage of female advisors at firm | 50% |
73. Kuntz Lesher Capital, LLC
| Main office address | 1800 Fruitville Pike, Lancaster, PA 17601 |
| Main office telephone number | 717-399-1700 |
| Years in business | 9 |
| Total assets under management | $356,609,916 |
| Advisory clients | More than 100 |
| Average account size | $361,307 |
| Assets under management growth 5 yrs annualized | 88% |
| Advisor-to-client ratio | 1-to-141 |
| Percentage of female advisors at firm | 50% |
74. Woodstock Corp.
| Main office address | 27 School St., Suite 200, Boston, MA 02108 |
| Main office telephone number | 617-227-0600 |
| Years in business | 47 |
| Total assets under management | $699,547,879 |
| Advisory clients | More than 100 |
| Average account size | $1,387,992 |
| Assets under management growth 5 yrs annualized | 33% |
| Advisor-to-client ratio | 1-to-72 |
| Percentage of female advisors at firm | 27% |
75. American Realty Advisors
| Main office address | 801 N. Brand Blvd., Suite 800, Glendale, CA 91203 |
| Main office telephone number | 818-545-1152 |
| Years in business | 25 |
| Total assets under management | $865,317,063 |
| Advisory clients | 26-100 |
| Average account size | $216,329,266 |
| Assets under management growth 5 yrs annualized | 50% |
| Advisor-to-client ratio | 1-to-0.1 |
| Percentage of female advisors at firm | 19% |
76. United American Capital Corp.
| Main office address | 75 E. Wilson Bridge Rd., Suites C-2, C-3, Worthington, OH 43085 |
| Main office telephone number | 614-885-7596 |
| Years in business | 24 |
| Total assets under management | $4,238,591,575 |
| Advisory clients | 26-100 |
| Average account size | $73,079,165 |
| Assets under management growth 5 yrs annualized | 50% |
| Advisor-to-client ratio | 1-to-19.3 |
| Percentage of female advisors at firm | 0% |
77. McGill Advisors, Inc.
| Main office address | 8816 Red Oak Blvd., Suite 260, Charlotte, NC 28217 |
| Main office telephone number | 704-426-6100 |
| Years in business | 14 |
| Total assets under management | $1,097,224,231 |
| Advisory clients | More than 100 |
| Average account size | $305,548 |
| Assets under management growth 5 yrs annualized | 67% |
| Advisor-to-client ratio | 1-to-718.2 |
| Percentage of female advisors at firm | 46% |
78. GreerWalker Wealth Management, LLC
| Main office address | 227 W. Trade St., Suite 1100, Charlotte, NC 28202 |
| Main office telephone number | 704-377-0239 |
| Years in business | 13 |
| Total assets under management | $338,315,372 |
| Advisory clients | More than 100 |
| Average account size | $1,060,550 |
| Assets under management growth 5 yrs annualized | 44% |
| Advisor-to-client ratio | 1-to-79.8 |
| Percentage of female advisors at firm | 22% |
79. Capital Performance Advisors, LLP
| Main office address | 165 Lennon Ln., Suite 200, Walnut Creek, CA 94598 |
| Main office telephone number | 925-938-5188 |
| Years in business | 15 |
| Total assets under management | $1,088,569,887 |
| Advisory clients | More than 100 |
| Average account size | $392,560 |
| Assets under management growth 5 yrs annualized | 40% |
| Advisor-to-client ratio | 1-to-231.1 |
| Percentage of female advisors at firm | 15% |
80. McKinley Carter Wealth Services, Inc.
| Main office address | 2100 Market St., Wheeling, WV 26003 |
| Main office telephone number | 304-230-2400 |
| Years in business | 10 |
| Total assets under management | $811,248,835 |
| Advisory clients | More than 100 |
| Average account size | $385,575 |
| Assets under management growth 5 yrs annualized | 57% |
| Advisor-to-client ratio | 1-to-95.6 |
| Percentage of female advisors at firm | 46% |
81. Lodestar Private Asset Management, LLC
| Main office address | 3201 Danville Blvd., Suite 275, Alamo, CA 94507 |
| Main office telephone number | 925-838-1234 |
| Years in business | 25 |
| Total assets under management | $369,495,391 |
| Advisory clients | More than 100 |
| Average account size | $530,123 |
| Assets under management growth 5 yrs annualized | 25% |
| Advisor-to-client ratio | 1-to-139.4 |
| Percentage of female advisors at firm | 38% |
82. Howard Financial Services, Ltd.
| Main office address | 8350 Meadow Rd., Suite 181, Dallas, TX 75231 |
| Main office telephone number | 214-346-0785 |
| Years in business | 21 |
| Total assets under management | $807,829,788 |
| Advisory clients | More than 100 |
| Average account size | $714,894 |
| Assets under management growth 5 yrs annualized | 11% |
| Advisor-to-client ratio | 1-to-102.7 |
| Percentage of female advisors at firm | 19% |
83. Matter Family Office
| Main office address | 7711 Bonhomme Ave., Suite 400, Clayton, MO 63105 |
| Main office telephone number | 314-862-5190 |
| Years in business | 25 |
| Total assets under management | $2,758,920,156 |
| Advisory clients | More than 100 |
| Average account size | $14,753,584 |
| Assets under management growth 5 yrs annualized | 31% |
| Advisor-to-client ratio | 1-to-10.4 |
| Percentage of female advisors at firm | 41% |
84. Inverness Counsel, LLC
| Main office address | 845 Third Ave., 8th Floor, New York, NY 10022 |
| Main office telephone number | 212-207-2100 |
| Years in business | 24 |
| Total assets under management | $2,611,110,563 |
| Advisory clients | More than 100 |
| Average account size | $2,894,801 |
| Assets under management growth 5 yrs annualized | 33% |
| Advisor-to-client ratio | 1-to-53.1 |
| Percentage of female advisors at firm | 11% |
85. William Mack & Associates, Inc.
| Main office address | 1301 W. Long Lake Rd., Suite 115, Troy, MI 48098 |
| Main office telephone number | 248-643-4310 |
| Years in business | 23 |
| Total assets under management | $276,445,000 |
| Advisory clients | More than 100 |
| Average account size | $723,678 |
| Assets under management growth 5 yrs annualized | 31% |
| Advisor-to-client ratio | 1-to-63.7 |
| Percentage of female advisors at firm | 63% |
86. Southeast Asset Advisors, Inc.
| Main office address | 314 Gordon Ave., Thomasville, GA 31792 |
| Main office telephone number | 229-226-8839 |
| Years in business | 23 |
| Total assets under management | $1,932,019,407 |
| Advisory clients | More than 100 |
| Average account size | $2,406,002 |
| Assets under management growth 5 yrs annualized | 31% |
| Advisor-to-client ratio | 1-to-133.8 |
| Percentage of female advisors at firm | 0% |
87. Signature
| Main office address | World Trade Center, 101 W. Main St., Suite 700, Norfolk, VA 23510 |
| Main office telephone number | 757-625-7670 |
| Years in business | 21 |
| Total assets under management | $3,331,698,514 |
| Advisory clients | More than 100 |
| Average account size | $3,375,581 |
| Assets under management growth 5 yrs annualized | 33% |
| Advisor-to-client ratio | 1-to-47 |
| Percentage of female advisors at firm | 38% |
88. Sigma Investment Management Co.
| Main office address | 121 SW Morrison St., Suite 800, Portland, OR 97204 |
| Main office telephone number | 503-419-3938 |
| Years in business | 23 |
| Total assets under management | $513,934,466 |
| Advisory clients | More than 100 |
| Average account size | $735,242 |
| Assets under management growth 5 yrs annualized | 7% |
| Advisor-to-client ratio | 1-to-99.9 |
| Percentage of female advisors at firm | 8% |
89. Linwood Investment Advisors, Inc.
| Main office address | 4455 Genesee St, Suite 121, Cheektowaga, NY 14225 |
| Main office telephone number | 716-631-6771 |
| Years in business | 20 |
| Total assets under management | $183,582,902 |
| Advisory clients | More than 100 |
| Average account size | $327,242 |
| Assets under management growth 5 yrs annualized | 87% |
| Advisor-to-client ratio | 1-to-280.5 |
| Percentage of female advisors at firm | 0% |
90. REDW Stanley Financial Advisors, LLC
| Main office address | 7425 Jefferson St., NE, Albuquerque, NM 87109 |
| Main office telephone number | 505-998-3200 |
| Years in business | 15 |
| Total assets under management | $546,527,174 |
| Advisory clients | More than 100 |
| Average account size | $544,350 |
| Assets under management growth 5 yrs annualized | 25% |
| Advisor-to-client ratio | 1-to-62.8 |
| Percentage of female advisors at firm | 28% |
91. Cranbrook Wealth Management, LLC
| Main office address | 901 Wilshire Dr., Suite 350, Troy, MI 48084 |
| Main office telephone number | 248-362-0900 |
| Years in business | 9 |
| Total assets under management | $466,509,996 |
| Advisory clients | More than 100 |
| Average account size | $498,941 |
| Assets under management growth 5 yrs annualized | 45% |
| Advisor-to-client ratio | 1-to-233.8 |
| Percentage of female advisors at firm | 17% |
92. Treybourne Wealth Planners
| Main office address | 609 Treybourne Dr., Suite A, Greenwood, IN 46142 |
| Main office telephone number | 317-881-6670 |
| Years in business | 10 |
| Total assets under management | $168,472,618 |
| Advisory clients | More than 100 |
| Average account size | $693,303 |
| Assets under management growth 5 yrs annualized | 46% |
| Advisor-to-client ratio | 1-to-121.5 |
| Percentage of female advisors at firm | 40% |
93. Garde Capital, Inc.
| Main office address | 1301 Fifth Ave., Suite 3030, Seattle, WA 98101 |
| Main office telephone number | 206-552-7900 |
| Years in business | 6 |
| Total assets under management | $541,177,000 |
| Advisory clients | More than 100 |
| Average account size | $1,670,299 |
| Assets under management growth 5 yrs annualized | 125% |
| Advisor-to-client ratio | 1-to-46.3 |
| Percentage of female advisors at firm | 13% |
94. Freedom Advisory
| Main office address | Centro Internacional de Mercadeo, Tower 1, Suite 205, Guaynabo, PR 00968 |
| Main office telephone number | 787-792-3000 |
| Years in business | 7 |
| Total assets under management | $101,150,224 |
| Advisory clients | More than 100 |
| Average account size | $815,728 |
| Assets under management growth 5 yrs annualized | 65% |
| Advisor-to-client ratio | 1-to-62 |
| Percentage of female advisors at firm | 0% |
95. East Coast Asset Management, LLC
| Main office address | 16 Martin St., Essex, MA 01929 |
| Main office telephone number | 978-801-0860 |
| Years in business | 7 |
| Total assets under management | $417,043,366 |
| Advisory clients | More than 100 |
| Average account size | $460,313 |
| Assets under management growth 5 yrs annualized | 81% |
| Advisor-to-client ratio | 1-to-90.6 |
| Percentage of female advisors at firm | 22% |
96. Pathway Financial Advisors, LLC
| Main office address | 110 Main St., Suite 401, Burlington, VT 05401 |
| Main office telephone number | 802-660-7086 |
| Years in business | 10 |
| Total assets under management | $262,090,023 |
| Advisory clients | More than 100 |
| Average account size | $2,113,629 |
| Assets under management growth 5 yrs annualized | 93% |
| Advisor-to-client ratio | 1-to-31 |
| Percentage of female advisors at firm | 50% |
97. DiGiovine Hnilo Jordan & Johnson Financial Advisors, Ltd.
| Main office address | 184 Shuman Blvd., Suite 200, Naperville, IL 60563 |
| Main office telephone number | 630-420-1360 |
| Years in business | 23 |
| Total assets under management | $184,539,428 |
| Advisory clients | More than 100 |
| Average account size | $276,671 |
| Assets under management growth 5 yrs annualized | 69% |
| Advisor-to-client ratio | 1-to-166.8 |
| Percentage of female advisors at firm | 33% |
98. ShankerValleau Wealth Advisors, Inc.
| Main office address | 1421 Sherman Ave., Suite 101, Evanston, IL 60201 |
| Main office telephone number | 847-475-2900 |
| Years in business | 22 |
| Total assets under management | $229,141,432 |
| Advisory clients | More than 100 |
| Average account size | $503,608 |
| Assets under management growth 5 yrs annualized | 118% |
| Advisor-to-client ratio | 1-to-113.8 |
| Percentage of female advisors at firm | 44% |
99. Talis Advisory Services, LLC
| Main office address | 6205 Chapel Hill Blvd., Suite 400, Plano, TX 75093 |
| Main office telephone number | 972-378-1795 |
| Years in business | 8 |
| Total assets under management | $172,506,348 |
| Advisory clients | More than 100 |
| Average account size | $297,938 |
| Assets under management growth 5 yrs annualized | 41% |
| Advisor-to-client ratio | 1-to-115.8 |
| Percentage of female advisors at firm | 8% |
100. Carter Asset Management, Inc.
| Main office address | 242 Beech St., Abilene, TX 79601 |
| Main office telephone number | 325-673-6171 |
| Years in business | 14 |
| Total assets under management | $234,376,656 |
| Advisory clients | More than 100 |
| Average account size | $516,248 |
| Assets under management growth 5 yrs annualized | 49% |
| Advisor-to-client ratio | 1-to-151.3 |
| Percentage of female advisors at firm | 33% |
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.