2012 Top Wealth Manager Rankings
Below is our list of the 100 Top Wealth Managers for 2012, as measured by average client assets under management. For more data and analysis, please visit the 2012 Top Wealth Managers home page.
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| The Top Wealth Managers Ranked by Assets Under Management Per Client | |||
|---|---|---|---|
| Rank | Wealth Management Firm | Website | AUM per Client (in $000) |
| 1 | Treasury Partners / HighTower | www.treasurypartners.net/index.aspx | $123,558 |
| 2 | Athena Capital Advisors LLC | www.athenacapital.com | $107,321 |
| 3 | SCS Financial Services, LLC | www.scsfinancial.com | $79,171 |
| 4 | Circle Wealth Management, LLC | 908-206-1306 | $76,265 |
| 5 | Central Registered Investment Advisors | 573-634-1149 | $55,933 |
| 6 | Gresham Partners LLC | www.greshampartners.com | $52,337 |
| 7 | Federal Street Advisors | www.federalstreet.com | $50,544 |
| 8 | Pathstone Family Office, LLC | www.pathstone.com | $38,118 |
| 9 | Financial Clarity, Inc. | www.financialclarity.com | $35,094 |
| 10 | Silvercrest Asset Management Group LLC | www.silvercrestgroup.com | $28,518 |
| 11 | Innovest Portfolio Solutions, LLC | www.innovestinc.com | $23,697 |
| 12 | Tolleson Wealth Management | www.tollesonwealth.com | $23,647 |
| 13 | The Presidio Group | www.thepresidiogroupllc.com | $23,168 |
| 14 | Massey Quick & Co., LLC | www.masseyquick.com | $20,828 |
| 15 | Litman Gregory Asset Management | www.lgam.com/default.asp | $20,411 |
| 16 | Highmount | www.hmcap.com | $19,691 |
| 17 | Hillview Capital Advisors, LLC | www.hillviewcap.com | $15,932 |
| 18 | Mill Creek Capital Advisors | www.millcreekcap.com | $12,935 |
| 19 | Palisades Hudson Asset Management, L.P. | www.palisadeshudson.com | $12,236 |
| 20 | Signature. | www.signatureus.com | $12,216 |
| 21 | Gatemore Capital Management LLC | www.gatemore.com | $11,648 |
| 22 | RCL Advisors, LLC | www.rcladvisors.com | $11,428 |
| 23 | Manchester Capital Management LLC | www.mcmllc.com | $11,015 |
| 24 | Clarfeld Wealth Strategist & Financial Confidantes | www.clarfeld.com | $10,925 |
| 25 | Aspiriant | www.aspiriant.com | $9,915 |
| 26 | Camden Capital Management | www.camdencapital.com | $9,857 |
| 27 | Glenmore Advisors, LLC | www.glenmoreadvisors.com | $9,545 |
| 28 | Bridgecreek Investment Management, LLC | www.bridgecreekinvestment.com | $7,377 |
| 29 | Bahl & Gaynor Investment Counsel, Inc. | www.bahl-gaynor.com | $7,092 |
| 30 | Highline Wealth Management | www.highlinewealth.com | $7,043 |
| 31 | The MDE Group, Inc | www.mdegroup.com/main | $6,921 |
| 32 | Fairway Wealth Management LLC | www.fairwaywealth.com | $6,681 |
| 33 | WMS Partners, LLC | www.wms-partners.com | $6,218 |
| 34 | MA Wealth Management | www.ma-wealth.com | $5,985 |
| 35 | Versant Capital Management, Inc. | www.versantcm.com | $5,733 |
| 36 | Maclendon Wealth Management | www.maclendon.com | $5,682 |
| 37 | Summit Place FInancial Advisors, LLC | www.summitplacefinancial.com | $5,186 |
| 38 | Roble Belko & Company | www.roblebelko.com | $4,907 |
| 39 | Beacon Pointe Advisors | www.bpadvisors.com | $4,774 |
| 40 | Moneta Group | www.monetagroup.com | $4,479 |
| 41 | Choate Investment Advisors | www.choateinvestmentadvisors.com | $4,331 |
| 42 | JVL Associates, LLC | www.jvlassociates.com | $4,182 |
| 43 | Kings Point Capital Management, LLC | www.kingspointcap.com/home | $4,129 |
| 44 | Halbert Hargrove | www.halberthargrove.com | $3,993 |
| 45 | Badgley Phelps Investment Managers | www.badgley.com | $3,814 |
| 46 | RM Sincerbeaux Capital Management | 212-626-6544 | $3,810 |
| 47 | Lau Associates LLC | www.lauassociates.net | $3,694 |
| 48 | Abacus Planning Group, Inc. | www.abacusplanninggroup.com | $3,684 |
| 49 | 21st Century Wealth Management LLC | www.21stcenturywealthmgmt.com | $3,570 |
| 50 | International Research & Asset Management, Inc. | www.intlresearch.com | $3,333 |
| 51 | Heck Capital Advisors, LLC | www.heckcapital.com | $3,228 |
| 52 | Plante Moran Financial Advisors | www.pmfa.com | $3,198 |
| 53 | First Republic Investment Management | www.firstrepublic.com | $3,140 |
| 54 | Carillon Consulting Group | www.carillonconsultinggroup.com | $3,125 |
| 55 | Harrington Capital Management LLC | www.hc-mgmt.com | $3,029 |
| 56 | Lewis & Mathews Investment Management, Inc. | www.lewisandmathews.com | $3,000 |
| 57 | Hewins Financial Advisors, LLC | www.hewinsfinancial.com | $2,969 |
| 58 | Bingham, Osborn & Scarborough, LLC | www.bosinvest.com | $2,963 |
| 59 | Relative Value Partners, LLC | www.rvpllc.com | $2,936 |
| 60 | Asset Management Advisors, Inc. | www.taxaware.com | $2,889 |
| 61 | SignatureFD, LLC | www.signaturefd.com | $2,861 |
| 62 | CCR Wealth Management, LLC | www.ccrwealth.com | $2,800 |
| 63 | Greenfield Seitz Capital Management | www.gscapital.net | $2,792 |
| 64 | The Fairman Group | www.fairmangroup.com | $2,748 |
| 65 | Homrich Berg | www.homrichberg.com | $2,731 |
| 66 | Reynders, McVeigh Capital Management, LLC | www.reyndersmcveigh.com | $2,724 |
| 67 | Resource Consulting Group | www.resourceconsulting.com | $2,693 |
| 68 | Trinity Financial Advisors, LLC | www.tfa-llc.com/pages/index.htm | $2,690 |
| 69 | Quadrant Capital Management, LLC | www.quadrantcm.com | $2,678 |
| 70 | Johnson Investment Counsel | www.johnsoninv.com | $2,642 |
| 71 | Osborne Partners Capital Management | www.osbornepartners.com | $2,634 |
| 72 | JMG Financial Group, Ltd. | www.jmgfinancial.com/jmgfinancial/web/me.get?web.home | $2,624 |
| 73 | Budros, Ruhlin & Roe, Inc. | www.b-r-r.com | $2,606 |
| 74 | RMB Capital Management | www.rmbcap.com | $2,601 |
| 75 | Nelson Capital Management | www.nelsoncapital.com | $2,579 |
| 76 | Capital Fiduciary Advisors, LLC | www.capitalfiduciaryadvisors.com | $2,549 |
| 77 | Strategic Wealth Partners | www.stratwealth.com | $2,407 |
| 78 | Barrington Strategic Wealth Management Group LLC | www.bswmg.com | $2,359 |
| 79 | Heritage Wealth Advisors | www.heritagewealth.net | $2,351 |
| 80 | Stanford Investment Group, Inc. | www.stanfordinvestment.com | $2,340 |
| 81 | Strategic Asset Management Group Advisors, Inc. | www.1samgroup.com/new/Strategicassetmanagementgroup/Flash1.htm | $2,335 |
| 82 | Gibraltar Capital Management, Inc. | www.gibraltar-capital.com | $2,308 |
| 83 | Balasa Dinverno Foltz LLC | www.bdfllc.com | $2,308 |
| 84 | Resource Management, Inc | www.rmiadvisors.com | $2,275 |
| 85 | Harris SBSB | www4.harrisbank.com/SBSB | $2,268 |
| 86 | Dowling & Yahnke, LLC | www.dywealth.com | $2,225 |
| 87 | Lexington Research and Capital Group | 859-271-2505 | $2,217 |
| 88 | L&S Advisors, Inc. | www.lsadvisors.com | $2,198 |
| 89 | Hogan Financial Management dba Paula Hogan | www.paulahogan.com | $2,198 |
| 90 | Roseline Capitol Advisors, LLC | www.theroselinegroup.com | $2,185 |
| 91 | Corbin & Company | www.corbincompany.com | $2,143 |
| 92 | Aurum Wealth Management Group | www.aurumwealth.com | $2,129 |
| 93 | Beaumont Financial Partners, LLC | www.bfpartners.com | $2,122 |
| 94 | The Monitor Group | www.themonitorgroup.com | $2,119 |
| 95 | Brightworth | www.brightworth.com | $2,074 |
| 96 | Old North Advisors | www.oldnorthadvisors.com | $2,057 |
| 97 | Joel Isaacson & Co., LLC | www.joelisaacson.com | $2,050 |
| 98 | Loretta Nolan Associates LLC | www.lorettanolan.com | $2,013 |
| 99 | Integris Wealth Management | www.integriswealth.com | $2,000 |
| 100 | Briaud Financial Advisors | www.briaud.com/home-page | $1,940 |
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