2012 Top Wealth Manager
Below is the complete list of participants in our Top Wealth Managers survey. For a ranking of the 100 Top Wealth Managers, more data and analysis, please visit the 2012 Top Wealth Managers home page.
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| Wealth Management Firm | President, CEO, or Primary Owner/Partner | Year Founded | Total Staff | Minimum AUM for Clients | Total AUM (in 000) | AUM per Client (in 000) | Number of Clients |
|---|---|---|---|---|---|---|---|
| Treasury Partners / HighTower | Richard Saperstein | 1982 | 16 | $5,000,000 | $9,266,816 | $123,558 | 75 |
| Athena Capital Advisors LLC | Lisette Cooper | 1993 | 46 | $0 | $4,078,198 | $107,321 | 38 |
| SCS Financial Services, LLC | Peter Mattoon | 2002 | 49 | $25,000,000 | $8,313,000 | $79,171 | 105 |
| Circle Wealth Management, LLC | Maria L. Chrin | 2006 | 10 | $50,000,000 | $1,067,704 | $76,265 | 14 |
| Central Registered Investment Advisors | Donald R. Perdue | 2009 | 4 | $1,000,000 | $839,000 | $55,933 | 15 |
| Gresham Partners LLC | Ted Neild | 1997 | 26 | $25,000,000 | $3,663,597 | $52,337 | 70 |
| Federal Street Advisors | John LaPann | 1991 | 27 | $20,000,000 | $3,790,813 | $50,544 | 75 |
| Pathstone Family Office, LLC | Steven Braverman | 2010 | 26 | $10,000,000 | $1,029,189 | $38,118 | 27 |
| Financial Clarity, Inc. | Stanford Young | 1992 | 9 | 30,000,000 (waivable) | $1,052,813 | $35,094 | 30 |
| Silvercrest Asset Management Group LLC | G. Moffett Cochran | 2002 | 81 | $5,000,000 | $10,124,000 | $28,518 | 355 |
| Innovest Portfolio Solutions, LLC | Richard M. Todd | 1996 | 26 | $5,000,000 | $4,668,313 | $23,697 | 197 |
| Tolleson Wealth Management | John Tolleson | 1997 | 51 | $10,000,000 | $2,412,000 | $23,647 | 102 |
| The Presidio Group | Brodie Cobb | 1997 | 41 | $10,000,000 | $3,730,000 | $23,168 | 161 |
| Massey Quick & Co., LLC | Stewart Massey | 2004 | 24 | $5,000,000 | $2,832,637 | $20,828 | 136 |
| Litman Gregory Asset Management | Chris Wheaton | 1987 | 43 | $3,000,000 | $5,408,959 | $20,411 | 265 |
| Highmount | Maarten R van Hengel | 2002 | 70 | $3,000,000 | $1,969,109 | $19,691 | 100 |
| Hillview Capital Advisors, LLC | Jonathan J. Hochberg | 1999 | 18 | $10,000,000 | $1,306,384 | $15,932 | 82 |
| Mill Creek Capital Advisors | Richard Stevens | 2006 | 17 | $5,000,000 | $2,250,771 | $12,935 | 174 |
| Palisades Hudson Asset Management, L.P. | Larry M. Elkin | 1997 | 20 | $500,000 | $1,052,310 | $12,236 | 86 |
| Signature | G. Randoph Webb, Jr. | 1994 | 29 | $5,000,000 | $2,504,367 | $12,216 | 205 |
| Gatemore Capital Management LLC | David Ford | 2005 | 13 | $30,000,000 | $244,613 | $11,648 | 21 |
| RCL Advisors, LLC | William Cafero | 2006 | 10 | $0 | $1,245,634 | $11,428 | 109 |
| Manchester Capital Management LLC | Ted Cronin | 1992 | 24 | $10,000,000 | $1,762,470 | $11,015 | 160 |
| Clarfeld Wealth Strategist & Financial Confidantes | Robert A. Clarfeld | 1981 | 77 | $2,000,000 | $3,660,000 | $10,925 | 335 |
| Aspiriant | Rob Francais | 2008 | 126 | $5,000,000 | $4,392,491 | $9,915 | 443 |
| Camden Capital Management | John Krambeer | 2004 | 6 | $5,000,000 | $552,000 | $9,857 | 56 |
| Glenmore Advisors, LLC | William deButts | 2010 | 8 | $1,000,000 | $210,000 | $9,545 | 22 |
| Bridgecreek Investment Management, LLC | L. Charles Fuller | 2004 | 3 | $1,000,000 | $450,000 | $7,377 | 61 |
| Bahl & Gaynor Investment Counsel, Inc. | William F. Bahl | 1990 | 28 | $750,000 | $3,475,089 | $7,092 | 490 |
| Highline Wealth Management | Neal Simon | 2002 | 17 | $2,000,000 | $1,190,224 | $7,043 | 169 |
| The MDE Group, Inc | Mitchell D. Eichen | 1987 | 27 | $3,000,000 | $1,301,083 | $6,921 | 188 |
| Fairway Wealth Management LLC | Daniel R. Gaugler | 2002 | 11 | $2,000,000 | $701,500 | $6,681 | 105 |
| WMS Partners, LLC | Timothy W. Chase | 1992 | 30 | $5,000,000 | $1,691,170 | $6,218 | 272 |
| MA Wealth Management | Michael Deovlet | 2009 | 3 | $500,000 | $53,869 | $5,985 | 9 |
| Versant Capital Management, Inc. | Thomas J. Connelly | 2004 | 14 | $2,000,000 | $412,804 | $5,733 | 72 |
| Maclendon Wealth Management | Jeremy S. Office | 2011 | 4 | none | $125,000 | $5,682 | 22 |
| Summit Place FInancial Advisors, LLC | Liz Miller | 2008 | 3 | $5,000,000 | $57,050 | $5,186 | 11 |
| Roble Belko & Company | Roger Roble | 2000 | 6 | $2,000,000 | $304,226 | $4,907 | 62 |
| Beacon Pointe Advisors | Shannon Eusey | 2002 | 47 | $100,000 | $4,535,289 | $4,774 | 950 |
| Moneta Group | Gene M. Diederich | 1869 | 181 | $1,000,000 | $11,006,000 | $4,479 | 2457 |
| Choate Investment Advisors | Todd Millay | 1996 | 8 | $2,000,000 | $1,922,963 | $4,331 | 444 |
| JVL Associates, LLC | Jerry VanderLugt | 2002 | 3 | $0 | $100,359 | $4,182 | 24 |
| Kings Point Capital Management, LLC | Jack Salzman | 2005 | 8 | $2,000,000 | $392,291 | $4,129 | 95 |
| Halbert Hargrove | Russell T. Hill | 1989 | 29 | $1,000,000 | $1,748,888 | $3,993 | 438 |
| Badgley Phelps Investment Managers | Steven C. Phelps | 1966 | 25 | $2,500,000 | $1,594,406 | $3,814 | 418 |
| RM Sincerbeaux Cap Mgmt | Richard Sincerbeaux | 2007 | 3 | $500,000 | $80,000 | $3,810 | 21 |
| Lau Associates LLC | Judith W. Lau | 1985 | 13 | $0 | $509,729 | $3,694 | 138 |
| Abacus Planning Group, Inc. | Cheryl R. Holland | 1998 | 21 | $3,000,000 | $652,022 | $3,684 | 177 |
| 21st Century Wealth Management LLC | Todd Spahr | 2000 | 2 | $350,000 | $196,362 | $3,570 | 55 |
| International Research & Asset Management, Inc. | Gordon L. Peterson | 1987 | 5 | $1,000,000 | $320,000 | $3,333 | 96 |
| Heck Capital Advisors, LLC | Robert Heck | 2007 | 13 | $1,000,000 | $1,856,106 | $3,228 | 575 |
| Plante Moran Financial Advisors | John L. Lesser | 1993 | 111 | $0 | $6,956,501 | $3,198 | 2175 |
| First Republic Investment Management | Robert L. Thornton | 1924 | 135 | $250,000 | $10,968,279 | $3,140 | 3,493 |
| Carillon Consulting Group | Scott D. Hill | 6 | $500,000 | $500,000 | $3,125 | 160 | |
| Harrington Capital Management LLC | Kyle Harrington | 2008 | 6 | $25,000 | $530,000 | $3,029 | 175 |
| Lewis & Mathews Investment Management, Inc. | Stephen W. Lewis | 1990 | 3 | $5,000,000 | $267,000 | $3,000 | 89 |
| Hewins Financial Advisors, LLC | Roger Hewins | 1999 | 29 | $0 | $2,496,822 | $2,969 | 841 |
| Bingham, Osborn & Scarborough, LLC | Kevin Dorwin | 1985 | 31 | $2,000,000 | $2,400,000 | $2,963 | 810 |
| Relative Value Partners, LLC | Bob Huffman | 2004 | 9 | $1,000,000 | $596,000 | $2,936 | 203 |
| Asset Management Advisors, Inc. | Lynn Mathre | 1986 | 9 | $400,000 | $170,446 | $2,889 | 59 |
| SignatureFD, LLC | Jeffrey S. Peller | 1997 | 25 | $2,000,000 | $1,224,386 | $2,861 | 428 |
| CCR Wealth Management, LLC | David Borden | 1998 | 14 | $750,000 | $700,000 | $2,800 | 250 |
| Greenfield Seitz Capital Management | Yancey Seitz | 1963 | 4 | $1,000,000 | $335,000 | $2,792 | 120 |
| The Fairman Group | Roy Fairman | 2002 | 21 | $1,000,000 | $261,056 | $2,748 | 95 |
| Homrich Berg | Andrew J. Berg | 1989 | 44 | $0 | $2,266,832 | $2,731 | 830 |
| Reynders, McVeigh Capital Management, LLC | Patrick McVeigh | 2005 | 15 | $0 | $681,000 | $2,724 | 250 |
| Resource Consulting Group | Michael H. Davis | 1988 | 16 | $500,000 | $869,894 | $2,693 | 323 |
| Trinity Financial Advisors, LLC | John W Wimbiscus | 2000 | 8 | $1,000,000 | $158,723 | $2,690 | 59 |
| Quadrant Capital Management, LLC | Jeffrey Fisher | 2001 | 8 | $1,000,000 | $249,023 | $2,678 | 93 |
| Johnson Investment Counsel | Timothy E. Johnson | 1965 | 87 | $250,000 | $6,766,245 | $2,642 | 2,561 |
| Osborne Partners Capital Management | Deglin Kenealy | 1937 | 22 | $1,000,000 | $1,072,127 | $2,634 | 407 |
| JMG Financial Group, Ltd. | Marita A. Sullivan | 1984 | 42 | $1,000,000 | $1,330,509 | $2,624 | 507 |
| Budros, Ruhlin & Roe, Inc. | Peggy M. Ruhlin | 1979 | 36 | $500,000 | $1,540,092 | $2,606 | 591 |
| RMB Capital Management | Richard M. Burridge, Jr. | 2005 | 51 | $1,000,000 | $2,452,754 | $2,601 | 943 |
| Nelson Capital Management | Scott Benner | 1974 | 18 | $1,000,000 | $1,059,985 | $2,579 | 411 |
| Capital Fiduciary Advisors, LLC | John H. Wolff | 2010 | 11 | $1,000,000 | $130,000 | $2,549 | 51 |
| Strategic Wealth Partners | David J. Copeland | 2008 | 9 | $1,000,000 | $750,917 | $2,407 | 312 |
| Barrington Strategic Wealth Management Group LLC | Diana Joseph | 2009 | 9 | $2,000,000 | $257,100 | $2,359 | 109 |
| Heritage Wealth Advisors | Dee Ann Remo | 2005 | 11 | $0 | $267,975 | $2,351 | 114 |
| Stanford Investment Group, Inc. | Helen A. Dietz | 1982 | 15 | $2,000,000 | $500,817 | $2,340 | 214 |
| Strategic Asset Management Group Advisors, Inc. | Brad Orvieto | 2005 | 5 | $1,000,000 | $397,000 | $2,335 | 170 |
| Gibraltar Capital Management, Inc. | James Redman | 2002 | 6 | $500,000 | $186,980 | $2,308 | 81 |
| Balasa Dinverno Foltz LLC | Armond A. Dinverno | 1986 | 32 | $1,000,000 | $1,855,236 | $2,308 | 804 |
| Resource Management, Inc | D. Randolph Waesche | 1974 | 6 | $0 | $803,138 | $2,275 | 353 |
| Harris SBSB | Gregory D. Sullivan | 1991 | 37 | $1,000,000 | $2,155,000 | $2,268 | 950 |
| Dowling & Yahnke, LLC | Dale Yahnke | 1991 | 24 | $1,000,000 | $1,695,074 | $2,225 | 762 |
| Lexington Research and Capital Group | Dennis T. Officer | 1994 | 1 | $0 | $215,017 | $2,217 | 97 |
| L&S Advisors, Inc. | Sy Richard Lippmann | 2006 | 6 | $2,000,000 | $219,799 | $2,198 | 100 |
| Hogan Financial Management | Paula Hogan | 1992 | 6 | $0 | $178,000 | $2,198 | 81 |
| Roseline Capitol Advisors, LLC | James V. Duty | 2005 | 5 | $1,000,000 | $109,243 | $2,185 | 50 |
| Corbin & Company | David A. Corbin | 1992 | 6 | $1,000,000 | $165,009 | $2,143 | 77 |
| Aurum Wealth Management Group | Eric Wulff | 2006 | 3 | $1,000,000 | $198,000 | $2,129 | 93 |
| Beaumont Financial Partners, LLC | Thomas J. Cahill | 1981 | 25 | $1,000,000 | $1,398,310 | $2,122 | 659 |
| The Monitor Group | Glenn Kautt | 1981 | 13 | $1,000,000 | $476,871 | $2,119 | 225 |
| Brightworth | Chris Dardaman | 1997 | 20 | $1,000,000 | $788,054 | $2,074 | 380 |
| Old North Advisors | William Peck | 2005 | 3 | $500,000 | $195,371 | $2,057 | 95 |
| Joel Isaacson & Co., LLC | Joel S. Isaacson | 1993 | 32 | $1,000,000 | $1,748,600 | $2,050 | 853 |
| Loretta Nolan Associates LLC | Loretta Nolan | 1997 | 2 | $1,000,000 | $60,393 | $2,013 | 30 |
| Integris Wealth Management | Gifford Lehman | 1997 | 5 | $0 | $124,000 | $2,000 | 62 |
| Briaud Financial Advisors | Janet Briaud | 1986 | 9 | $1,000,000 | $483,000 | $1,940 | 249 |
| Wipfli Hewins Investment Advisors, LLC | Roger Hewins | 1999 | 19 | $0 | $1,317,795 | $1,910 | 690 |
| Classic Capital, Inc. | Jay B. Leonard | 1989 | 5 | $1,000,000 | $202,330 | $1,909 | 106 |
| Carolina Capital Consulting, Inc. | Brian H. Fenn | 1994 | 2 | $1,000,000 | $142,170 | $1,896 | 75 |
| Beaird Harris Wealth Management, Inc. | Pat C. Beaird | 1996 | 7 | $500,000 | $397,618 | $1,893 | 210 |
| CFS Investment Advisory Services, LLC | Harris Nydick | 1993 | 8 | $500,000 | $681,004 | $1,892 | 360 |
| DCA Global Wealth Management | Sean P. Cook | 5 | $1,000,000 | $212,563 | $1,832 | 116 | |
| Schneider Downs Wealth Management Advisors, LP | Don A. Linzer | 2000 | 12 | $500,000 | $626,471 | $1,826 | 343 |
| Stevens Foster | Bill Stevens | 1988 | 25 | $0 | $785,000 | $1,826 | 430 |
| GW & Wade, LLC | Michael H. Glor | 1986 | 97 | $0 | $3,641,580 | $1,811 | 2011 |
| AEPG Wealth Strategies | Steven W. Kaye | 1980 | 25 | $250,000 | $710,700 | $1,808 | 393 |
| Modera Wealth Management, LLC | Tom Orecchio | 1983 | 28 | $1,000,000 | $982,236 | $1,773 | 554 |
| Geneva Investment Management of Chicago, LLC | John Huber/Robert Bridges/Thomas Bridges/Amit Dhawan | 2003 | 73 | $1,000,000 | $5,099,000 | $1,758 | 2900 |
| Stevens Wealth Management | Sue Stevens | 2000 | 5 | $2,000,000 | $184,782 | $1,743 | 106 |
| Madison Wealth Management | James McDermott | 2000 | 11 | $0 | $286,256 | $1,724 | 166 |
| Burt Wealth Advisors | Fred Cornelius | 1972 | 10 | $1,000,000 | $373,844 | $1,707 | 219 |
| Oakwood Capital Management LLC | Bruce A. Mandel | 1998 | 15 | $1,000,000 | $582,498 | $1,688 | 345 |
| Pillar Pacific Capital Management, LLC | Mindy Ying | 1999 | 9 | $1,000,000 | $427,100 | $1,675 | 255 |
| Sentinel Wealth Management, Inc. | J. Mark Joseph | 2002 | 4 | $1,000,000 | $132,206 | $1,632 | 81 |
| Stavis & Cohen Financial | Deborah Stavis | 2009 | 13 | $1,000,000 | $246,880 | $1,614 | 153 |
| Roof Advisory Group, Inc. | E. Jeffrey Roof | 1998 | 6 | $750,000 | $225,600 | $1,611 | 140 |
| Zimmerman Wealth Management, LLC | Thomas Zimmerman | 2003 | 4 | $1,000,000 | $151,316 | $1,610 | 94 |
| Technomart Investment Advisors | Joseph Parnes | 1979 | 7 | $1,000,000 | $126,847 | $1,606 | 79 |
| Altfest Personal Wealth Management | Lewis J. Altfest | 1983 | 19 | $1,000,000 | $748,000 | $1,602 | 467 |
| Select Consulting, Inc. | Robert V. Sytz, Jr. | 1999 | 11 | $300,000 | $655,400 | $1,595 | 411 |
| Schultz Financial Group Inc. | Russell C. Schultz | 1982 | 8 | $0 | $143,337 | $1,593 | 90 |
| SilverOak Wealth Management LLC | Shannon King | 1999 | 9 | $250,000 | $249,144 | $1,577 | 158 |
| Allodium Investment Consultants | David J Bromelkamp | 2005 | 6 | $1,000,000 | $140,104 | $1,574 | 89 |
| GM Advisory Group, Inc. | Frank P. Marzano | 2004 | 14 | $0 | $413,630 | $1,549 | 267 |
| Carlson Capital Management | Gregory A. Carlson | 1987 | 25 | $1,000,000 | $837,000 | $1,530 | 547 |
| Morton Capital Management | Lon Morton | 1983 | 23 | $1,000,000 | $1,051,500 | $1,504 | 699 |
| c5 Wealth Management, LLC | Paul Bennett | 2006 | 7 | $1,000,000 | $300,000 | $1,500 | 200 |
| Bradley, Foster & Sargent, Inc. | Robert H. Bradley | 1994 | 25 | $500,000 | $1,636,000 | $1,487 | 1,100 |
| Sather Financial Group, Inc. | Dave Sather | 1999 | 5 | $500,000 | $227,470 | $1,487 | 153 |
| Albion Financial Group | Doug Wells | 1982 | 20 | $1,000,000 | $658,571 | $1,447 | 455 |
| PDS Planning, Inc. | Robert Cochran | 1985 | 14 | $500,000 | $548,078 | $1,442 | 380 |
| West Financial Services, Inc. | Glen Buco | 1982 | 17 | $0 | $760,000 | $1,434 | 530 |
| South Texas Money Management, LTD. | Jeanie Wyatt | 2000 | 58 | $500,000 | $1,818,864 | $1,425 | 1,276 |
| Lewis Financial Management, LLC | Douglas J. Lewis | 1984 | 5 | $0 | $131,292 | $1,412 | 93 |
| Fairport Asset Management | Kenneth Coleman | 1963 | 21 | $1,000,000 | $711,000 | $1,386 | 513 |
| Empyrion Wealth Management | Kimberly Foss | 1989 | 4 | $1,000,000 | $126,617 | $1,376 | 92 |
| The Lubitz Financial Group | Linda Lubitz Boone | 1994 | 5 | $1,000,000 | $139,000 | $1,363 | 102 |
| Bernhardt Wealth Management, Inc. | Gordon J. Bernhardt | 1994 | 4 | $1,000,000 | $159,311 | $1,362 | 117 |
| YellowWood Financial Advisors, Inc. | Brian Lipton | 1993 | 4 | $600,000 | $115,571 | $1,360 | 85 |
| Johnson Bender & Company | Willis Johnson | 1996 | 11 | $750,000 | $279,604 | $1,357 | 206 |
| JWA Financial Group, Inc. | James N. Whiddon | 1998 | 8 | $1,000,000 | $365,000 | $1,357 | 269 |
| Heller Capital Resources | Greg Heller | 1988 | 9 | $0 | $376,461 | $1,345 | 280 |
| Investment Management Hawaii | David Kirkeby | 2011 | 1 | $250,000 | $67,000 | $1,340 | 50 |
| Larry Heller & Associates | Larry Heller | 1992 | 5 | $750,000 | $93,418 | $1,316 | 71 |
| Moss Adams Wealth Advisors LLC | Rebecca Pomering | 1988 | 35 | $0 | $1,204,100 | $1,291 | 933 |
| Rappaport Reiches Capital Management, LLC | Shari Greco Reiches | 2005 | 7 | $500,000 | $187,009 | $1,290 | 145 |
| Wechter Feldman Wealth Management, Inc. | David M. Feldman | 1984 | 8 | $500,000 | $186,823 | $1,280 | 146 |
| Jentner Wealth Management | Bruce A. Jentner | 1984 | 7 | $500,000 | $177,533 | $1,259 | 141 |
| KHC Wealth Management | Matthew Starkey | 1997 | 8 | $250,000,000 | $242,000 | $1,254 | 193 |
| Capelli Financial Services, inc. | Marilyn Capelli Dimitroff | 1995 | 7 | $500,000 | $269,000 | $1,228 | 219 |
| Next Generation Wealth Management, Inc. | David A. Massart | 2005 | 3 | $250,000 | $92,471 | $1,217 | 76 |
| Legacy Wealth Management | James J. Isaacs | 1982 | 25 | $500,000 | $815,823 | $1,216 | 671 |
| Armor Investment Advisors, LLC | Walter Sheffield | 2005 | 5 | $0 | $136,350 | $1,196 | 114 |
| Focus Wealth Management, Ltd | Sandra Atkins | 1998 | 7 | $1,000,000 | $131,027 | $1,191 | 110 |
| Harbor Financial Group, Inc. | Elyse D. Foster | 1988 | 6 | $300,000 | $102,475 | $1,178 | 87 |
| Dent Asset Management | Fred Dent III | 1997 | 4 | $2,000,000 | $147,000 | $1,176 | 125 |
| LBA Wealth Management | David T. Albaneze | 1999 | 4 | $500,000 | $228,723 | $1,173 | 195 |
| CapWealth Advisors, LLC | Timothy J. Pagliara | 2009 | 14 | $750,000 | $700,000 | $1,167 | 600 |
| ProVise Management Group, LLC | V Raymond Ferrara | 1986 | 14 | $250,000 | $705,000 | $1,161 | 607 |
| HJ Wealth Management LLC | Jay L Heller | 1981 | 6 | $0 | $287,647 | $1,151 | 250 |
| Mark Sheptoff Financial Planning LLC | Mark Sheptoff | 1997 | 2 | $250,000 | $162,000 | $1,149 | 141 |
| Confluence Wealth Management | Kathleen Kee/David Morganstern | 2011 | 12 | $1,000,000 | $327,000 | $1,139 | 287 |
| Align Wealth Management | Brian Puckett | 1994 | 4 | $400,000 | $143,500 | $1,139 | 126 |
| H.L. Zeve Associates, Inc. | J, Stephen Lee President | 1984 | 8 | $500,000 | $324,146 | $1,103 | 294 |
| The Arkansas Financial Group, Inc. | Fredrick E. Adkins III | 1982 | 6 | $0 | $256,274 | $1,100 | 233 |
| Leonetti & Associates, LLC | MIchael E. Leonetti | 1982 | 16 | $200,000 | $453,015 | $1,089 | 416 |
| R. E. Wacker Associates | Robert E. Wacker | 1987 | 11 | $0 | $538,120 | $1,074 | 501 |
| HFI Wealth Management | Rob Hoxton | 2002 | 9 | $500,000 | $249,497 | $1,071 | 233 |
| Meg Green & Associates | Meg Green | 1984 | 9 | $2,500,000 | $305,175 | $1,052 | 290 |
| Gerstein Fisher | Gregg S. Fisher | 1993 | 37 | $250,000 | $1,033,964 | $1,034 | 1,000 |
| PacWest Financial Management, Inc. | Grace Lau, President | 1997 | 7 | $500,000 | $235,740 | $1,034 | 228 |
| Asset Strategies, Inc. | Connie Brezik | 2003 | 8 | $750,000 | $258,133 | $1,033 | 250 |
| Piermont Wealth Management Inc | Philip Capell | 2000 | 5 | $500,000 | $126,695 | $1,030 | 123 |
| Covenant Wealth Advisors | Robert G. Topping | 2002 | 3 | $750,000 | $107,735 | $1,007 | 107 |
| Raub Brock Capital Management, LP | David W Raub | 2001 | 4 | $500,000 | $154,409 | $1,003 | 154 |
| Pauley Financial | R. Douglas Pauley | 1996 | 5 | $500,000 | $60,000 | $1,000 | 60 |
| Retirement Income Solutions, Inc. | K. Larry Hastie | 1991 | 17 | $0 | $808,000 | $989 | 817 |
| Heritage Financial Services | Charles S. Bean, III | 1990 | 18 | $1,000,000 | $624,627 | $962 | 649 |
| RPH Financial Services, Inc. | Robert P. Hanlon, Jr. | 1990 | 9 | $1,000,000 | $109,633 | $962 | 114 |
| WJ Interests, LLC | Jared Jameson | 1996 | 6 | $500,000 | $140,700 | $957 | 147 |
| The Holben Group, LLC | Jeffrey M. Holben | 2006 | 4 | $500,000 | $54,351 | $954 | 57 |
| Pinnacle Wealth Planning Services, Inc. | William D. Heichel | 1998 | 17 | $300,000 | $450,805 | $949 | 475 |
| Asset Planning Corporation | Paul Fain | 1975 | 5 | $952,348 | $124,030 | $940 | 132 |
| Quest Capital Management, Inc. | Kalita Beck Blessing | 1987 | 23 | $1,000,000 | $727,890 | $936 | 778 |
| Fortune Wealth Management, LLC | Sonja White | 2011 | 6 | $250,000 | $140,000 | $933 | 150 |
| Grand Wealth Management, LLC | Jeffrey S. Williams | 2004 | 4 | $500,000 | $141,143 | $929 | 152 |
| Searcy Financial Services, Inc. | Michael Searcy | 1976 | 7 | $500,000 | $118,857 | $907 | 131 |
| Hines Warner Wealth Management | Earl Hines | 2007 | 4 | $1,000,000 | $84,800 | $902 | 94 |
| Rodgers & Associates | Rick Rodgers | 1996 | 13 | $500,000 | $354,082 | $901 | 393 |
| Halpern Financial, Inc. | Ted Halpern | 1997 | 6 | $500,000 | $167,958 | $898 | 187 |
| Ron Beaton's Money Matters | Ron Beaton | 1997 | 1 | $500,000 for AUM clients; also bill by the hour | $50,173 | $896 | 56 |
| Cassaday and Company, Inc. | Stephan Q. Cassaday | 1993 | 26 | $500,000 | $806,198 | $892 | 904 |
| Savant Capital, LLC | Brent R. Brodeski | 1986 | 71 | $500,000 | $2,044,009 | $883 | 2316 |
| William Howard & Co. Financial Advisors, Inc. | William B. Howard, Jr. | 1988 | 6 | $500,000 | $126,153 | $882 | 143 |
| TMD & Associates, Inc. | Todd Douma | 1994 | 3 | $500,000 | $138,800 | $868 | 160 |
| SureVest Capital Management | Rober J. Luna | 2002 | 7 | $250,000 | $52,000 | $867 | 60 |
| Kauffman Wealth Services Inc | Mitchell Kauffman | 1988 | 2 | $1,000,000 | $128,190 | $855 | 150 |
| TCI Wealth Advisors Inc | Robert Swift | 1990 | 27 | $500,000 | $1,000,093 | $851 | 1175 |
| Sebold Capital Management | Sean Sebold | 1998 | 4 | $500,000 | $75,881 | $843 | 90 |
| WheelerFrost Associates | Peter Wheeler | 1982 | 9 | $1,000,000 | $171,000 | $834 | 205 |
| Curran & Lewis Investment Mngt Inc | James Curran | 1996 | 4 | $1,000,000 | $132,453 | $833 | 159 |
| Key Financial, Inc. | Patricia Brennan | 1990 | 7 | $100,000 | $302,834 | $825 | 367 |
| TGS Financial Advisors | James S. Hemphill | 1990 | 17 | $500,000 | $228,571 | $822 | 278 |
| Family Wealth Advisory Group | Robert Grossheim | 1990 | 3 | $0 | $105,733 | $813 | 130 |
| KMH Wealth Management, LLC | Thomas Lane Keller | 1998 | 6 | $0 | $159,500 | $810 | 197 |
| Strategic Wealth Planning | Steve Blum | 2003 | 7 | $100,000 | $96,337 | $803 | 120 |
| D.L. Blain & Co., LLC | David L. Blain | 1999 | 5 | $400,000 | $65,764 | $802 | 82 |
| Sunrise Advisors, Inc. | David P. Scott | 1993 | 5 | $0 | $229,312 | $802 | 286 |
| JPH Advisory Group, Inc. | Jon Houk | 1992 | 4 | $400,000 | $90,341 | $799 | 113 |
| Pivotal Planning Group, LLC | John Marchisotta | 2000 | 10 | $500,000 | $92,687 | $799 | 116 |
| Financial Management Group, Inc. | Brett P. Wilder | 1989 | 11 | $300,000 | $195,500 | $795 | 246 |
| WNA Wealth Advisors, Inc | Robert Westrick | 1993 | 5 | $500,000 | $213,074 | $780 | 273 |
| Huff, Stuart & Carlton | Rick Huff | 1983 | 8 | $750,000 | $140,100 | $778 | 180 |
| Gerber, LLC (Previously Gerber Financial Advisors, LLC) | Randall Gerber | 2000 | 9 | $0 | $117,947 | $776 | 152 |
| Samalin Investment Counsel, LLC | Andrew Samalin | 2007 | 8 | $0 | $100,088 | $776 | 129 |
| Hamilton Capital Management, Inc. | R. Matthew Hamilton | 1997 | 30 | $300,000 | $757,152 | $776 | 976 |
| CRA Financial | Matthew J. Reynolds | 2000 | 7 | $250,000 | $244,880 | $775 | 316 |
| Otto & Associates., Inc. | David Otto | 1991 | 5 | $250,000 | $84,575 | $769 | 110 |
| EP Wealth Advisors, Inc. | Patrick G. Goshtigian | 2004 | 25 | $500,000 | $1,075,700 | $768 | 1400 |
| Paradigm Financial Advisors, LLC | James T. Reding | 1997 | 9 | $0 | $108,866 | $767 | 142 |
| Focus Financial Advisors, Inc. | Frederick E. Raffety | 1984 | 4 | $0 | $106,281 | $765 | 139 |
| Yukon Wealth Management, Inc. | John R. Hanahan | 1994 | 2 | $500,000 | $63,425 | $764 | 83 |
| Ronald Blue & Co., LLC | Russ Crosson | 1979 | 252 | $100,000 | $6,440,159 | $763 | 8443 |
| Financial Management Concepts | Brian Fricke | 1991 | 5 | $0 | $94,360 | $761 | 124 |
| Gunn & Company Investment Management, Inc. | Marshall D. Gunn, Jr. | 1996 | 3 | $0 | $72,837 | $751 | 97 |
| Moisand Fitzgerald Tamayo LLC | Charlie Fitzgerald, III | 1998 | 10 | $500,000 | $218,382 | $704 | 310 |
| McDermott Advisory Group, LLC | Daniel McDermott | 1999 | 6 | $250,000 | $70,307 | $696 | 101 |
| Vintage Financial Services | Franklin Moore | 1985 | 6 | $250,000 | $183,219 | $684 | 268 |
| Leber-Andesa Advisors, Inc. | Michael D Baittinger | 2004 | 5 | $0 | $102,000 | $680 | 150 |
| Center for Financial Planning, Inc. | Timothy Wyman | 1985 | 18 | $350,000 | $461,579 | $674 | 685 |
| Bloom Asset Management, Inc. | Richard Bloom | 1995 | 16 | $250,000 | $757,767 | $668 | 1,135 |
| Richard P. Slaughter Associates, Inc. | Brooks Slaughter | 1991 | 12 | $500,000 | $240,000 | $658 | 365 |
| Charleston Financial Advisors, LLC | William Prewitt | 1986 | 4 | $0 | $74,370 | $630 | 118 |
| Retirement Strategies Inc. | William S. Hart | 1993 | 8 | $0 | $130,396 | $621 | 210 |
| Financial Guidance Group, Inc. | Carl F. von dem Bussche | 1993 | 4 | $500,000 | $72,437 | $619 | 117 |
| MCarthy Asset Management, Inc. | Steve McCarthy | 1999 | 4 | $500,000 | $120,576 | $615 | 196 |
| Ballew/Russell, Inc. | C. Brooks Mosley | 1991 | 12 | $100,000 | $367,685 | $613 | 600 |
| Day Hagan Asset Management | Arthur S. Day | 2004 | 6 | $500,000 | $167,000 | $609 | 274 |
| William Mack & Associates, Inc. | William Mack | 1992 | 9 | $1,000,000 | $211,000 | $596 | 354 |
| Resolute Financial LLC | Chuck Johnson | 2003 | 5 | $0 | $85,089 | $571 | 149 |
| Mutual Fund Management Co. | Frank S. Arvai | 1992 | 5 | $250,000 | $168,822 | $568 | 297 |
| Arista Wealth Advisors | Timothy E. Casserly | 1988 | 9 | $250,000 | $166,453 | $560 | 297 |
| United Capital Financial Advisers, LLC | Joe Duran | 2005 | 210 | $100,000 | $5,575,820 | $558 | 10,000 |
| HBKS Wealth Advisors | Chris Allegretti | 2001 | 48 | $0 | $1,251,000 | $552 | 2,268 |
| Cedarwinds Investment Management | Rip Maclay | 2004 | 7 | $0 | $110,000 | $550 | 200 |
| Blue Ocean Strategic Capital, LLC | Theodore Sarenski | 2010 | 6 | $300,000 | $137,710 | $546 | 252 |
| Pinnacle Investment Management | John W Eckel | 1991 | 6 | $250,000 | $114,169 | $536 | 213 |
| Exencial Wealth Advisors | John Burns | 2002 | 13 | $0 | $647,804 | $529 | 1225 |
| Asset Planning, Inc. | Sandra C. Field | 1998 | 4 | $100,000 | $107,782 | $518 | 208 |
| LD Lowe Wealth Advisory | Lloyd Lowe Sr. | 1991 | 12 | $500,000 | $134,000 | $517 | 259 |
| Berk Cleveland Rathmell Wealth Strategies, LLC | Sandra Cleveland | 1996 | 8 | $250,000 | $121,889 | $516 | 236 |
| Mark J. Snyder Financial Services, Inc. | Mark J. Snyder | 1991 | 10 | $100,000 | $242,505 | $515 | 471 |
| Tull Financial Group, Inc. | Robert W. Tull, Jr. | 1989 | 4 | $0 | $107,635 | $513 | 210 |
| EHD Advisory Services, Inc. | Kenneth L. Eshleman | 2003 | 7 | $0 | $174,467 | $512 | 341 |
| Coastal Capital Group, LLC | Dave Caruso | 2005 | 7 | $0 | $350,000 | $486 | 720 |
| Sard Wealth Management Group, LLC | Jonathan Sard | 1992 | 3 | $750,000 | $96,898 | $470 | 206 |
| Williams Asset Management | Gary Williams | 1994 | 4 | $500,000 | $115,196 | $466 | 247 |
| St. John & Associates, Inc. | Richard St. John | 1990 | 7 | $250,000 | $52,055 | $465 | 112 |
| Kohlhepp Investment Advisors, Ltd. | Edward J Kohlhepp, Sr. | 1998 | 4 | $500,000 | $121,842 | $456 | 267 |
| Jacobi Capital Management LLC | Michael J Hirthler | 1985 | 10 | $100,000 | $216,036 | $448 | 482 |
| Zeller Kern Private Wealth Management Inc. | Steven Zeller | 2007 | 5 | $400,000 | $80,000 | $444 | 180 |
| Edelman Financial Services, LLC | Ric Edelman | 1987 | 271 | $50,000 | $6,970,000 | $430 | 16,200 |
| Carolina Wealth Managment Inc | David Damm | 2004 | 6 | $250,000 | $118,611 | $416 | 285 |
| Valley National Advisers, Inc | Thomas M Riddle | 1985 | 26 | $0 | $371,703 | $413 | 900 |
| Camarda Wealth Advisory Group | J. Camarda | 1993 | 14 | $300,000 | $222,110 | $405 | 549 |
| LifePlan Financial Group, Inc. | Dan Hypes | 1989 | 10 | $100,000 | $178,776 | $391 | 457 |
| Korving & Company | Arie J. Korving | 2010 | 3 | $0 | $51,000 | $386 | 132 |
| MPS LORIA Financial Planners, LLC | Rick Loria | 1999 | 13 | $0 | $340,000 | $378 | 900 |
| LJCooper Wealth Advisors | Craig M. Rollins | 2000 | 16 | $0 | $86,640 | $375 | 231 |
| Sequoia Financial Advisors, LLC | Thomas A. Haught | 2000 | 29 | $0 | $590,127 | $370 | 1,594 |
| Winch Financial | Christina V. Winch | 1981 | 14 | $500,000 | $180,693 | $329 | 550 |
| Securus Wealth Management, LLC | James Goodland | 1994 | 15 | $500,000 | $135,186 | $241 | 562 |
| Gary Goldberg Financial Services | Oliver Pursche | 1972 | 32 | $50,000 | $443,055 | $236 | 1874 |
| WNY Asset Management, LLC | Thomas Duerr | 1994 | 13 | $0 | $218,685 | $199 | 1,100 |
| The Mutual Fund Store | John B. Bunch | 1996 | 374 | $50,000 | $6,124,717 | $188 | 32,569 |
| G. DeWayne McAnally | G. DeWayne McAnally | 1984 | 6 | $0 | $42,350 | $167 | 254 |
| Gradient Investments LLC | Nathan Lucius | 2008 | 10 | $50,000 | $192,565 | $152 | 1266 |
| Integrity Financial Corporation | Kristofer Gray, Principal | 2004 | 12 | $0 | $50,817 | $141 | 360 |
| Brookstone Capital Management, LLC | Dean Zayed | 2007 | 197 | $0 | $364,000 | $70 | 5,217 |
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