2012 Top Wealth Manager Rankings
Below is a ranking of the 100 Top Wealth Managers for 2012 as measured by total assets. For more data and analysis, please visit the 2012 Top Wealth Managers home page.
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| The 100 Top Wealth Managers Ranked by Total Client Assets Under Management | |||
|---|---|---|---|
| Rank | Wealth Management Firm | Website | Total AUM (in $000) |
| 1 | Moneta Group | www.monetagroup.com | $11,006,000 |
| 2 | First Republic Investment Management | www.firstrepublic.com | $10,968,279 |
| 3 | Silvercrest Asset Management Group LLC | www.silvercrestgroup.com | $10,124,000 |
| 4 | Treasury Partners / HighTower | www.treasurypartners.net/index.aspx | $9,266,816 |
| 5 | SCS Financial Services, LLC | www.scsfinancial.com | $8,313,000 |
| 6 | Edelman Financial Services, LLC | www.RicEdelman.com | $6,970,000 |
| 7 | Plante Moran Financial Advisors | www.pmfa.com | $6,956,501 |
| 8 | Johnson Investment Counsel | www.johnsoninv.com | $6,766,245 |
| 9 | Ronald Blue & Co., LLC | www.ronblue.com | $6,440,159 |
| 10 | The Mutual Fund Store | www.MutualFundStore.com | $6,124,717 |
| 11 | United Capital Financial Advisers, LLC | www.unitedcp.com | $5,575,820 |
| 12 | Litman Gregory Asset Management | www.lgam.com/default.asp | $5,408,959 |
| 13 | Geneva Investment Management of Chicago, LLC | www.gimllc.com | $5,099,000 |
| 14 | Innovest Portfolio Solutions, LLC | www.innovestinc.com | $4,668,313 |
| 15 | Beacon Pointe Advisors | www.bpadvisors.com | $4,535,289 |
| 16 | Aspiriant | www.aspiriant.com | $4,392,491 |
| 17 | Athena Capital Advisors LLC | www.athenacapital.com | $4,078,198 |
| 18 | Federal Street Advisors | www.federalstreet.com | $3,790,813 |
| 19 | The Presidio Group | www.thepresidiogroupllc.com | $3,730,000 |
| 20 | Gresham Partners LLC | www.greshampartners.com | $3,663,597 |
| 21 | Clarfeld Wealth Strategist & Financial Confidantes | www.clarfeld.com | $3,660,000 |
| 22 | GW & Wade, LLC | www.gwwade.com | $3,641,580 |
| 23 | Bahl & Gaynor Investment Counsel, Inc. | www.bahl-gaynor.com | $3,475,089 |
| 24 | Massey Quick & Co., LLC | www.masseyquick.com | $2,832,637 |
| 25 | Signature. | www.signatureus.com | $2,504,367 |
| 26 | Hewins Financial Advisors, LLC | www.hewinsfinancial.com | $2,496,822 |
| 27 | RMB Capital Management | www.rmbcap.com | $2,452,754 |
| 28 | Tolleson Wealth Management | www.tollesonwealth.com | $2,412,000 |
| 29 | Bingham, Osborn & Scarborough, LLC | www.bosinvest.com | $2,400,000 |
| 30 | Homrich Berg | www.homrichberg.com | $2,266,832 |
| 31 | Mill Creek Capital Advisors | www.millcreekcap.com | $2,250,771 |
| 32 | Harris SBSB | www4.harrisbank.com/SBSB | $2,155,000 |
| 33 | Savant Capital, LLC | www.savantcapital.com | $2,044,009 |
| 34 | Highmount | www.hmcap.com | $1,969,109 |
| 35 | Choate Investment Advisors | www.choateinvestmentadvisors.com | $1,922,963 |
| 36 | Heck Capital Advisors, LLC | www.heckcapital.com | $1,856,106 |
| 37 | Balasa Dinverno Foltz LLC | www.bdfllc.com | $1,855,236 |
| 38 | South Texas Money Management, LTD. | www.stmmltd.com | $1,818,864 |
| 39 | Manchester Capital Management LLC | www.mcmllc.com | $1,762,470 |
| 40 | Halbert Hargrove | www.halberthargrove.com | $1,748,888 |
| 41 | Joel Isaacson & Co., LLC | www.joelisaacson.com | $1,748,600 |
| 42 | Dowling & Yahnke, LLC | www.dywealth.com | $1,695,074 |
| 43 | WMS Partners, LLC | www.wms-partners.com | $1,691,170 |
| 44 | Bradley, Foster & Sargent, Inc. | www.badgley.com | $1,636,000 |
| 45 | Badgley Phelps Investment Managers | www.b-r-r.com | $1,594,406 |
| 46 | Budros, Ruhlin & Roe, Inc. | www.bfpartners.com | $1,540,092 |
| 47 | Beaumont Financial Partners, LLC | www.bfpartners.com | $1,398,310 |
| 48 | JMG Financial Group, Ltd. | www.jmgfinancial.com | $1,330,509 |
| 49 | Wipfli Hewins Investment Advisors, LLC | www.wipflihewins.com | $1,317,795 |
| 50 | Hillview Capital Advisors, LLC | www.hillviewcap.com | $1,306,384 |
| 51 | The MDE Group, Inc | www.mdegroup.com/main | $1,301,083 |
| 52 | HBKS Wealth Advisors | www.hbkswealth.com | $1,251,000 |
| 53 | RCL Advisors, LLC | www.rcladvisors.com | $1,245,634 |
| 54 | SignatureFD, LLC | www.signaturefd.com | $1,224,386 |
| 55 | Moss Adams Wealth Advisors LLC | www.mossadamswealthadvisors.com | $1,204,100 |
| 56 | Highline Wealth Management | www.highlinewealth.com | $1,190,224 |
| 57 | EP Wealth Advisors, Inc. | www.epwealth.com | $1,075,700 |
| 58 | Osborne Partners Capital Management | www.osbornepartners.com | $1,072,127 |
| 59 | Circle Wealth Management, LLC | 908-206-1306 | $1,067,704 |
| 60 | Nelson Capital Management | www.nelsoncapital.com | $1,059,985 |
| 61 | Financial Clarity, Inc. | www.financialclarity.com | $1,052,813 |
| 62 | Palisades Hudson Asset Management, L.P. | www.palisadeshudson.com | $1,052,310 |
| 63 | Morton Capital Management | www.mortoncapital.com | $1,051,500 |
| 64 | Gerstein Fisher | www.gersteinfisher.com | $1,033,964 |
| 65 | Pathstone Family Office, LLC | www.pathstone.com | $1,029,189 |
| 66 | TCI Wealth Advisors Inc | www.tciwealth.com | $1,000,093 |
| 67 | Modera Wealth Management, LLC | www.ModeraWealth.com | $982,236 |
| 68 | Resource Consulting Group | www.resourceconsulting.com | $869,894 |
| 69 | Central Registered Investment Advisors | 573-634-1149 | $839,000 |
| 70 | Carlson Capital Management | www.carlsoncap.com | $837,000 |
| 71 | Legacy Wealth Management | www.legacywealth.com | $815,823 |
| 72 | Retirement Income Solutions, Inc. | www.risadvisory.com | $808,000 |
| 73 | Cassaday and Company, Inc. | www.cassaday.com | $806,198 |
| 74 | Resource Management, Inc | www.ccrwealth.com | $803,138 |
| 75 | Brightworth | www.brightworth.com | $788,054 |
| 76 | Stevens Foster | www.stevensfoster.com | $785,000 |
| 77 | West Financial Services, Inc. | www.westfinancial.com | $760,000 |
| 78 | Bloom Asset Management, Inc. | www.bloomassetmanagement.com | $757,767 |
| 79 | Hamilton Capital Management, Inc. | www.hamiltoncapital.com | $757,152 |
| 80 | Strategic Wealth Partners | www.stratwealth.com | $750,917 |
| 81 | Altfest Personal Wealth Management | www.altfest.com | $748,000 |
| 82 | Quest Capital Management, Inc. | www.QuestAdvisor.com | $727,890 |
| 83 | AEPG Wealth Strategies | www.aepg.com | $710,700 |
| 84 | ProVise Management Group, LLC | www.provise.com | $705,000 |
| 85 | Fairway Wealth Management LLC | www.fairwaywealth.com | $701,500 |
| 86 | CapWealth Advisors, LLC | capwealthadvisors.com | $700,000 |
| 87 | CCR Wealth Management, LLC | www.ccrwealth.com | $700,000 |
| 88 | CFS Investment Advisory Services, LLC | www.cfsias.com | $681,004 |
| 89 | Reynders, McVeigh Capital Management, LLC | www.reyndersmcveigh.com | $681,000 |
| 90 | Albion Financial Group | www.albionfinancial.com | $658,571 |
| 91 | Select Consulting, Inc. | www.sconsulting.net | $655,400 |
| 92 | Abacus Planning Group, Inc. | www.abacusplanninggroup.com | $652,022 |
| 93 | Exencial Wealth Advisors | www.burnsag.com | $647,804 |
| 94 | Schneider Downs Wealth Management Advisors, LP | www.sdwealthmanagement.com | $626,471 |
| 95 | Heritage Financial Services | www.heritagefinancial.net | $624,627 |
| 96 | Relative Value Partners, LLC | www.rvpllc.com | $596,000 |
| 97 | Sequoia Financial Advisors, LLC | www.sequoia-financial.com | $590,127 |
| 98 | Oakwood Capital Management LLC | www.oakwoodcap.com | $582,498 |
| 99 | Camden Capital Management | www.camdencapital.com | $552,000 |
| 100 | PDS Planning, Inc. | www.pdsplanning.com | $548,078 |
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