Find Your Wealth Management Advisor

Browse and compare top-rated wealth managers and RIAs across the United States

6,700+ registered investment advisors
Avg Client AUM (High to Low)
Avg Client AUM (Low to High)
Total AUM (High to Low)
Total AUM (Low to High)
Name (A to Z)
Clients (High to Low)
Clients (Low to High)

Advisor Tags

Headquarters Location

Minimum Average Client Size

$0.2M

Number of Clients

1 to 1,000+

Ubs Financial Services Inc.

Weehawken, NJ
View Profile
$837K
Avg Client AUM
853,775
HNW Clients
$714.6B
Total AUM
Publishes Fee Rates

Strategic Advisers LLC

Boston, MA
View Profile
$539K
Avg Client AUM
736,141
HNW Clients
$396.7B
Total AUM
Publishes Fee Rates

LPL Financial LLC

Fort Mill, SC
View Profile
$823K
Avg Client AUM
671,511
HNW Clients
$552.7B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Wells Fargo Advisors

St. Louis, MO
View Profile
$756K
Avg Client AUM
654,519
HNW Clients
$495.1B
Total AUM
Publishes Fee Rates

Fidelity Personal and Workplace Advisors LLC

Boston, MA
View Profile
$831K
Avg Client AUM
549,755
HNW Clients
$456.6B
Total AUM

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
View Profile
$2M
Avg Client AUM
521,763
HNW Clients
$1227.5B
Total AUM
Publishes Fee Rates

Managed Account Advisors LLC

Jersey City, NJ
View Profile
$2M
Avg Client AUM
373,481
HNW Clients
$649.0B
Total AUM
Publishes Fee Rates

Edward Jones

St. Louis, MO
View Profile
$1M
Avg Client AUM
372,771
HNW Clients
$381.2B
Total AUM
Publishes Fee Rates

J.P. Morgan Securities LLC

New York, NY
View Profile
$704K
Avg Client AUM
356,866
HNW Clients
$251.1B
Total AUM
Publishes Fee Rates

J.P. Morgan Private Investments Inc.

New York, NY
View Profile
$532K
Avg Client AUM
299,091
HNW Clients
$159.0B
Total AUM
Publishes Fee Rates

Wells Fargo Advisors

St. Louis, MO
View Profile
$783K
Avg Client AUM
233,869
HNW Clients
$183.0B
Total AUM
Publishes Fee Rates

Ameriprise Financial Services, LLC

Minneapolis, MN
View Profile
$2M
Avg Client AUM
183,925
HNW Clients
$368.5B
Total AUM
Publishes Fee Rates

Charles Schwab Investment Management, Inc.

San Francisco, CA
View Profile
$693K
Avg Client AUM
154,404
HNW Clients
$106.9B
Total AUM
Publishes Fee Rates

Fisher Investments

Plano, TX
View Profile
$2M
Avg Client AUM
125,844
HNW Clients
$283.0B
Total AUM
Publishes Fee Rates

Janney Montgomery Scott LLC

Philadelphia, PA
View Profile
$759K
Avg Client AUM
100,743
HNW Clients
$76.5B
Total AUM
Publishes Fee Rates

Raymond James & Associates, Inc.

St. Petersburg, FL
View Profile
$3M
Avg Client AUM
99,598
HNW Clients
$288.7B
Total AUM
Publishes Fee Rates

Envestnet Pmc

Chicago, IL
View Profile
$2M
Avg Client AUM
93,557
HNW Clients
$191.2B
Total AUM
Publishes Fee Rates

Raymond James Financial Services Advisors, Inc.

Saint Petersburg, FL
View Profile
$3M
Avg Client AUM
91,402
HNW Clients
$230.8B
Total AUM
Publishes Fee Rates

Ubs Asset Management (americas) LLC

New York, NY
View Profile
$1M
Avg Client AUM
88,963
HNW Clients
$105.2B
Total AUM
Publishes Fee Rates

Robert W. Baird & Co. Incorporated

Milwaukee, WI
View Profile
$2M
Avg Client AUM
82,420
HNW Clients
$135.0B
Total AUM
Publishes Fee Rates

Vanguard Advisers, Inc.

Malvern, PA
View Profile
$2M
Avg Client AUM
80,159
HNW Clients
$164.5B
Total AUM
Publishes Fee Rates Lowest-Fee Ranked

Cetera Investment Advisers LLC

Schaumburg, IL
View Profile
$881K
Avg Client AUM
79,279
HNW Clients
$69.8B
Total AUM
Publishes Fee Rates

Parametric Portfolio Associates

Seattle, WA
View Profile
$4M
Avg Client AUM
78,745
HNW Clients
$318.5B
Total AUM
Publishes Fee Rates

Stifel, Nicolaus & Company, Incorporated

St Louis, MO
View Profile
$2M
Avg Client AUM
73,687
HNW Clients
$137.4B
Total AUM
Publishes Fee Rates

Osaic Wealth, Inc.

Scottsdale, AZ
View Profile
$2M
Avg Client AUM
55,457
HNW Clients
$113.4B
Total AUM
Publishes Fee Rates

Natixis Advisors, LLC

Boston, MA
View Profile
$1M
Avg Client AUM
54,818
HNW Clients
$72.6B
Total AUM
Publishes Fee Rates

Gw&k Investment Management, LLC

Boston, MA
View Profile
$846K
Avg Client AUM
47,749
HNW Clients
$40.4B
Total AUM
Publishes Fee Rates

Cambridge Investment Research Advisors, Inc.

Fairfield, IA
View Profile
$1M
Avg Client AUM
47,431
HNW Clients
$69.6B
Total AUM
Publishes Fee Rates

Advice and Planning Services

New York, NY
View Profile
$632K
Avg Client AUM
46,802
HNW Clients
$29.6B
Total AUM
Publishes Fee Rates

Edelman Financial Engines

Santa Clara, CA
View Profile
$2M
Avg Client AUM
45,656
HNW Clients
$86.5B
Total AUM
Publishes Fee Rates Barron's Ranked

Morgan Stanley

Purchase, NY
View Profile
$12M
Avg Client AUM
43,631
HNW Clients
$527.6B
Total AUM
Publishes Fee Rates

Commonwealth Financial Network

Waltham, MA
View Profile
$3M
Avg Client AUM
41,874
HNW Clients
$108.7B
Total AUM
Publishes Fee Rates

Creative Planning

Overland Park, KS
View Profile
$4M
Avg Client AUM
39,511
HNW Clients
$164.4B
Total AUM
Publishes Fee Rates Barron's Ranked

Goldman Sachs Wealth Services, LP

Cohoes, NY
View Profile
$640K
Avg Client AUM
38,800
HNW Clients
$24.8B
Total AUM
Publishes Fee Rates

Equitable Advisors, LLC

New York, NY
View Profile
$947K
Avg Client AUM
33,710
HNW Clients
$31.9B
Total AUM
Publishes Fee Rates

Goldman Sachs Asset Management, LP

New York, NY
View Profile
$10M
Avg Client AUM
33,593
HNW Clients
$334.8B
Total AUM
Publishes Fee Rates

Truist Advisory Services, Inc.

Atlanta, GA
View Profile
$1M
Avg Client AUM
32,526
HNW Clients
$47.6B
Total AUM
Publishes Fee Rates

Focus Partners Wealth, LLC

St. Louis, MO
View Profile
$5M
Avg Client AUM
30,177
HNW Clients
$142.5B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Fidelity Management & Research Company LLC

Boston, MA
View Profile
$825K
Avg Client AUM
29,432
HNW Clients
$24.3B
Total AUM

Hightower Advisors, LLC

Chicago, IL
View Profile
$5M
Avg Client AUM
29,177
HNW Clients
$157.4B
Total AUM
Barron's Ranked

Goldman Sachs & Co. LLC

New York, NY
View Profile
$2M
Avg Client AUM
29,104
HNW Clients
$51.0B
Total AUM
Publishes Fee Rates

Wealth Enhancement Advisory Services, LLC

Plymouth, MN
View Profile
$1M
Avg Client AUM
27,424
HNW Clients
$39.3B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Eagle Strategies LLC

New York, NY
View Profile
$522K
Avg Client AUM
27,125
HNW Clients
$14.1B
Total AUM
Publishes Fee Rates

Kestra Advisory Services, LLC

Austin, TX
View Profile
$2M
Avg Client AUM
26,123
HNW Clients
$46.8B
Total AUM
Publishes Fee Rates

Alliancebernstein LP

Nashville, TN
View Profile
$3M
Avg Client AUM
25,513
HNW Clients
$77.3B
Total AUM
Publishes Fee Rates

Aperio Group, LLC

Sausalito, CA
View Profile
$4M
Avg Client AUM
25,295
HNW Clients
$95.1B
Total AUM
Publishes Fee Rates Lowest-Fee Ranked

Betterment

New York, NY
View Profile
$694K
Avg Client AUM
24,685
HNW Clients
$17.1B
Total AUM
Publishes Fee Rates

Steward Partners Investment Advisory, LLC

Stamford, CT
View Profile
$1M
Avg Client AUM
24,423
HNW Clients
$27.8B
Total AUM
Publishes Fee Rates Barron's Ranked

Citigroup Global Markets Inc.

New York, NY
View Profile
$1M
Avg Client AUM
23,441
HNW Clients
$32.0B
Total AUM
Publishes Fee Rates

Lpl Enterprise, LLC

Fort Mill, SC
View Profile
$556K
Avg Client AUM
22,822
HNW Clients
$12.7B
Total AUM

Loomis, Sayles & Company, LP

Boston, MA
View Profile
$566K
Avg Client AUM
22,662
HNW Clients
$12.8B
Total AUM

Mariner Wealth

Overland Park, KS
View Profile
$5M
Avg Client AUM
22,322
HNW Clients
$104.9B
Total AUM
Publishes Fee Rates Barron's Ranked

Private Advisor Group, LLC

Morristown, NJ
View Profile
$1M
Avg Client AUM
22,083
HNW Clients
$22.4B
Total AUM
Publishes Fee Rates Barron's Ranked

Empower Advisory Group, LLC

Greenwood Village, CO
View Profile
$2M
Avg Client AUM
20,524
HNW Clients
$38.7B
Total AUM
Publishes Fee Rates

Rathbones

Liverpool
View Profile
$3M
Avg Client AUM
20,366
HNW Clients
$56.9B
Total AUM
Publishes Fee Rates

Corient

Miami, IL
View Profile
$8M
Avg Client AUM
19,571
HNW Clients
$155.0B
Total AUM
Publishes Fee Rates Barron's Ranked

Orion Portfolio Solutions, LLC

Omaha, NE
View Profile
$1M
Avg Client AUM
19,151
HNW Clients
$19.5B
Total AUM
Publishes Fee Rates

Mercer Global Advisors Inc.

Denver, CO
View Profile
$4M
Avg Client AUM
18,398
HNW Clients
$70.5B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

D.A. Davidson & Co.

Great Falls, MT
View Profile
$1M
Avg Client AUM
18,223
HNW Clients
$23.6B
Total AUM
Publishes Fee Rates

Independent Financial Partners

Tampa, FL
View Profile
$460K
Avg Client AUM
18,190
HNW Clients
$8.4B
Total AUM
Publishes Fee Rates

Captrust

Raleigh, NC
View Profile
$5M
Avg Client AUM
18,154
HNW Clients
$89.4B
Total AUM
Publishes Fee Rates Barron's Ranked

Thrivent Investment Management Inc.

Minneapolis, MN
View Profile
$644K
Avg Client AUM
17,692
HNW Clients
$11.4B
Total AUM
Publishes Fee Rates

Park Avenue Securities LLC

New York, NY
View Profile
$545K
Avg Client AUM
17,261
HNW Clients
$9.4B
Total AUM
Publishes Fee Rates

Rbc Rochdale, LLC

New York, NY
View Profile
$3M
Avg Client AUM
15,779
HNW Clients
$49.9B
Total AUM
Publishes Fee Rates Lowest-Fee Ranked

Neuberger Berman Investment Advisers LLC

New York, NY
View Profile
$4M
Avg Client AUM
15,676
HNW Clients
$63.0B
Total AUM
Publishes Fee Rates

Independent Advisor Alliance, LLC

Charlotte, NC
View Profile
$768K
Avg Client AUM
15,578
HNW Clients
$12.0B
Total AUM
Publishes Fee Rates Forbes Ranked

Rockefeller Capital Management

New York, NY
View Profile
$5M
Avg Client AUM
15,255
HNW Clients
$69.4B
Total AUM
Publishes Fee Rates

Northern Trust Investments, Incorporated

Chicago, IL
View Profile
$6M
Avg Client AUM
15,055
HNW Clients
$94.5B
Total AUM
Publishes Fee Rates

Cerity Partners LLC

New York, NY
View Profile
$7M
Avg Client AUM
14,561
HNW Clients
$107.3B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Mesirow Financial Investment Management, Inc.

Chicago, IL
View Profile
$823K
Avg Client AUM
14,039
HNW Clients
$11.6B
Total AUM
Publishes Fee Rates Barron's Ranked

Nuveen Asset Management, LLC

Chicago, IL
View Profile
$3M
Avg Client AUM
13,864
HNW Clients
$40.0B
Total AUM
Publishes Fee Rates

Newedge Advisors

New Orleans, LA
View Profile
$2M
Avg Client AUM
13,112
HNW Clients
$28.4B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Wealthfront Advisers LLC

Palo Alto, CA
View Profile
$1M
Avg Client AUM
12,784
HNW Clients
$17.2B
Total AUM
Publishes Fee Rates Lowest-Fee Ranked

Rbc Capital Markets, LLC

New York, NY
View Profile
$8M
Avg Client AUM
12,350
HNW Clients
$98.5B
Total AUM
Publishes Fee Rates

&partners

Nashville, TN
View Profile
$966K
Avg Client AUM
11,803
HNW Clients
$11.4B
Total AUM
Publishes Fee Rates

Assetmark, Inc.

Concord, CA
View Profile
$2M
Avg Client AUM
11,731
HNW Clients
$21.8B
Total AUM
Publishes Fee Rates

Beacon Pointe Advisors, LLC

Newport Beach, CA
View Profile
$4M
Avg Client AUM
11,482
HNW Clients
$43.0B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Wells Fargo Investment Institute, Inc.

Charlotte, NC
View Profile
$3M
Avg Client AUM
11,004
HNW Clients
$34.7B
Total AUM
Publishes Fee Rates

O'Shaughnessy Asset Management, LLC

Stamford, CT
View Profile
$1M
Avg Client AUM
10,734
HNW Clients
$16.0B
Total AUM
Publishes Fee Rates

Lido

Los Angeles, CA
View Profile
$4M
Avg Client AUM
9,829
HNW Clients
$36.8B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Ae Wealth Management, LLC

Topeka, KS
View Profile
$2M
Avg Client AUM
9,444
HNW Clients
$19.1B
Total AUM
Publishes Fee Rates

J.P. Morgan Private Wealth Advisors LLC

San Francisco, CA
View Profile
$7M
Avg Client AUM
9,349
HNW Clients
$64.4B
Total AUM

Allworth Financial, LP

Folsom, CA
View Profile
$3M
Avg Client AUM
9,283
HNW Clients
$25.2B
Total AUM
Publishes Fee Rates Barron's Ranked

Integrated Wealth Concepts LLC

Waltham, MA
View Profile
$1M
Avg Client AUM
9,250
HNW Clients
$13.1B
Total AUM
Publishes Fee Rates Barron's Ranked

William Blair & Company LLC

Chicago, IL
View Profile
$5M
Avg Client AUM
9,054
HNW Clients
$45.4B
Total AUM
Publishes Fee Rates

Focus Partners Advisor Solutions, LLC

St. Louis, MO
View Profile
$3M
Avg Client AUM
8,569
HNW Clients
$23.3B
Total AUM
Publishes Fee Rates

Pgim Custom Harvest LLC

Newark, NJ
View Profile
$785K
Avg Client AUM
8,531
HNW Clients
$6.7B
Total AUM

Quantinno Capital Management LP

New York, NY
View Profile
$7M
Avg Client AUM
8,263
HNW Clients
$60.1B
Total AUM

Bmo Private Investment Counsel Inc.

Toronto, Ontario
View Profile
$2M
Avg Client AUM
8,176
HNW Clients
$17.4B
Total AUM
Publishes Fee Rates

Cullen Capital Management, LLC

New York, NY
View Profile
$756K
Avg Client AUM
7,940
HNW Clients
$6.0B
Total AUM

Cibc Global Asset Management

Toronto, On
View Profile
$568K
Avg Client AUM
7,903
HNW Clients
$4.5B
Total AUM
Publishes Fee Rates

Breckinridge Capital Advisors Inc.

Boston, MA
View Profile
$4M
Avg Client AUM
7,705
HNW Clients
$29.5B
Total AUM

Capital Group Private Client Services, Inc.

Los Angeles, CA
View Profile
$4M
Avg Client AUM
7,684
HNW Clients
$31.6B
Total AUM
Publishes Fee Rates Lowest-Fee Ranked

Cwm, LLC

Omaha, NE
View Profile
$3M
Avg Client AUM
7,231
HNW Clients
$21.9B
Total AUM
Publishes Fee Rates

Iht Wealth Management LLC

Chicago, IL
View Profile
$826K
Avg Client AUM
6,952
HNW Clients
$5.7B
Total AUM
Publishes Fee Rates

Clark Capital Management Group Inc.

Philadelphia, PA
View Profile
$2M
Avg Client AUM
6,706
HNW Clients
$13.7B
Total AUM
Publishes Fee Rates Lowest-Fee Ranked

Savant Wealth Management

Rockford, IL
View Profile
$5M
Avg Client AUM
6,555
HNW Clients
$29.8B
Total AUM
Publishes Fee Rates Barron's Ranked

Eagle Asset Management Inc.

St. Petersburg, FL
View Profile
$1M
Avg Client AUM
6,250
HNW Clients
$7.3B
Total AUM
Publishes Fee Rates

Prospera Financial Services, Inc.

Dallas, TX
View Profile
$919K
Avg Client AUM
6,195
HNW Clients
$5.7B
Total AUM
Publishes Fee Rates

Foundations Investment Advisors LLC

Phoenix, AZ
View Profile
$887K
Avg Client AUM
6,047
HNW Clients
$5.4B
Total AUM
Publishes Fee Rates

Lord, Abbett & Co. LLC

Jersey City, NJ
View Profile
$3M
Avg Client AUM
6,000
HNW Clients
$16.6B
Total AUM
Publishes Fee Rates

Global Retirement Partners LLC

San Rafael, CA
View Profile
$1M
Avg Client AUM
5,960
HNW Clients
$6.9B
Total AUM
Publishes Fee Rates

Bison Wealth, LLC

Atlanta, GA
View Profile
$293K
Avg Client AUM
5,877
HNW Clients
$1.7B
Total AUM
Publishes Fee Rates

Davenport & Company LLC

Richmond, VA
View Profile
$2M
Avg Client AUM
5,667
HNW Clients
$14.1B
Total AUM
Publishes Fee Rates

Cincinnati Asset Management Inc.

Cincinnati, OH
View Profile
$360K
Avg Client AUM
5,613
HNW Clients
$2.0B
Total AUM

Prime Capital Financial

Overland Park, KS
View Profile
$2M
Avg Client AUM
5,571
HNW Clients
$13.0B
Total AUM
Publishes Fee Rates Barron's Ranked

Wealthspire Advisors

New York, NY
View Profile
$6M
Avg Client AUM
5,553
HNW Clients
$31.6B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Moneta Group Investment Advisors, LLC

St. Louis, MO
View Profile
$8M
Avg Client AUM
5,460
HNW Clients
$44.6B
Total AUM
Publishes Fee Rates Barron's Ranked

W1m Wealth Management Limited

London
View Profile
$1M
Avg Client AUM
5,426
HNW Clients
$6.3B
Total AUM
Publishes Fee Rates

Churchill Management Corp.

Los Angeles, CA
View Profile
$2M
Avg Client AUM
5,392
HNW Clients
$8.6B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Kestra Private Wealth Services, LLC

Austin, TX
View Profile
$2M
Avg Client AUM
5,300
HNW Clients
$9.1B
Total AUM
Publishes Fee Rates

Avantax Advisory Services, Inc.

Dallas, TX
View Profile
$4M
Avg Client AUM
5,171
HNW Clients
$20.0B
Total AUM
Publishes Fee Rates

Level Four Advisory Services

Dallas, TX
View Profile
$632K
Avg Client AUM
5,075
HNW Clients
$3.2B
Total AUM
Publishes Fee Rates

Seia

Los Angeles, CA
View Profile
$3M
Avg Client AUM
4,920
HNW Clients
$16.9B
Total AUM
Publishes Fee Rates Barron's Ranked

MAI Capital Management, LLC

Cleveland, OH
View Profile
$6M
Avg Client AUM
4,902
HNW Clients
$27.6B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

United Planners' Financial Services of America a Limited Partner

Scottsdale, AZ
View Profile
$1M
Avg Client AUM
4,880
HNW Clients
$5.6B
Total AUM
Publishes Fee Rates

Brookstone Capital Management LLC

Wheaton, IL
View Profile
$339K
Avg Client AUM
4,860
HNW Clients
$1.6B
Total AUM
Publishes Fee Rates

Lincoln Investment

Fort Washington, PA
View Profile
$934K
Avg Client AUM
4,604
HNW Clients
$4.3B
Total AUM
Publishes Fee Rates

Sequoia Financial Group, LLC

Akron, OH
View Profile
$5M
Avg Client AUM
4,556
HNW Clients
$24.8B
Total AUM
Barron's Ranked

Carnelian Asset Management & Advisors Private Limited

Mumbai, Maharashtra
View Profile
$211K
Avg Client AUM
4,535
HNW Clients
$955M
Total AUM

Sanctuary Advisors, LLC

Miami, FL
View Profile
$5M
Avg Client AUM
4,425
HNW Clients
$22.9B
Total AUM
Publishes Fee Rates Forbes Ranked

Ancora Private Wealth Advisors, LLC

Cleveland, OH
View Profile
$837K
Avg Client AUM
4,414
HNW Clients
$3.7B
Total AUM

Choreo, LLC

Rockford, IL
View Profile
$4M
Avg Client AUM
4,392
HNW Clients
$16.7B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Concentric

Walnut Creek, CA
View Profile
$3M
Avg Client AUM
4,380
HNW Clients
$11.7B
Total AUM
Publishes Fee Rates Lowest-Fee Ranked

Bny Mellon Advisors, Inc.

New York, NY
View Profile
$2M
Avg Client AUM
4,358
HNW Clients
$7.9B
Total AUM
Publishes Fee Rates

Merit Financial Advisors

Alpharetta, GA
View Profile
$3M
Avg Client AUM
4,344
HNW Clients
$11.3B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Belle Haven Investments, LP

Rye Brook, NY
View Profile
$3M
Avg Client AUM
4,331
HNW Clients
$11.5B
Total AUM
Publishes Fee Rates

Waverly Advisors, LLC

Birmingham, AL
View Profile
$4M
Avg Client AUM
4,302
HNW Clients
$17.4B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Blackrock Investment Management, LLC

Princeton, NJ
View Profile
$13M
Avg Client AUM
4,269
HNW Clients
$55.8B
Total AUM
Publishes Fee Rates

Rothschild and Co. Wealth Management Uk Limited

London
View Profile
$3M
Avg Client AUM
4,220
HNW Clients
$10.9B
Total AUM
Publishes Fee Rates

The Wealth Consulting Group

Las Vegas, NV
View Profile
$1M
Avg Client AUM
4,214
HNW Clients
$4.4B
Total AUM
Publishes Fee Rates Barron's Ranked

Fidelity Institutional Wealth Adviser LLC

Boston, MA
View Profile
$1M
Avg Client AUM
4,169
HNW Clients
$4.2B
Total AUM
Publishes Fee Rates

Stratos Wealth Partners, Ltd.

Beachwood, OH
View Profile
$3M
Avg Client AUM
4,159
HNW Clients
$11.9B
Total AUM
Publishes Fee Rates Barron's Ranked

Ausdal Financial Partners, Inc.

Davenport, IA
View Profile
$516K
Avg Client AUM
4,004
HNW Clients
$2.1B
Total AUM
Publishes Fee Rates

First Command Advisory Services

Fort Worth, TX
View Profile
$1M
Avg Client AUM
3,852
HNW Clients
$4.3B
Total AUM
Publishes Fee Rates

Onedigital

Overland Park, KS
View Profile
$3M
Avg Client AUM
3,846
HNW Clients
$12.5B
Total AUM
Publishes Fee Rates

First Manhattan Co. LLC

New York, NY
View Profile
$9M
Avg Client AUM
3,828
HNW Clients
$33.3B
Total AUM
Publishes Fee Rates Barron's Ranked

Osaic Advisory Services, LLC

Atlanta, GA
View Profile
$2M
Avg Client AUM
3,755
HNW Clients
$8.9B
Total AUM
Publishes Fee Rates

U.S. Bancorp Investments, Inc.

Saint Paul, MN
View Profile
$2M
Avg Client AUM
3,709
HNW Clients
$7.7B
Total AUM
Publishes Fee Rates

Cresset Asset Management, LLC

Chicago, IL
View Profile
$19M
Avg Client AUM
3,667
HNW Clients
$69.8B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Janney Capital Management LLC

Pittsburgh, PA
View Profile
$760K
Avg Client AUM
3,658
HNW Clients
$2.8B
Total AUM
Publishes Fee Rates

Pure Financial Advisors, LLC

San Diego, CA
View Profile
$3M
Avg Client AUM
3,567
HNW Clients
$9.3B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Mission Wealth Management, LP

Santa Barbara, CA
View Profile
$4M
Avg Client AUM
3,565
HNW Clients
$13.4B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Ifg Advisory, LLC

Atlanta, GA
View Profile
$991K
Avg Client AUM
3,556
HNW Clients
$3.5B
Total AUM

RWA Wealth Partners

Boston, MA
View Profile
$5M
Avg Client AUM
3,545
HNW Clients
$17.3B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Kristal.Ai

Singapore
View Profile
$342K
Avg Client AUM
3,520
HNW Clients
$1.2B
Total AUM
Publishes Fee Rates

Cornerstone Wealth Management, LLC

Des Peres, MO
View Profile
$946K
Avg Client AUM
3,511
HNW Clients
$3.3B
Total AUM
Publishes Fee Rates

Mellon Investments Corporation

Pittsburgh, PA
View Profile
$6M
Avg Client AUM
3,492
HNW Clients
$19.6B
Total AUM

Riverbridge

Minneapolis, MN
View Profile
$930K
Avg Client AUM
3,482
HNW Clients
$3.2B
Total AUM
Publishes Fee Rates

Farther

San Francisco, CA
View Profile
$3M
Avg Client AUM
3,463
HNW Clients
$10.5B
Total AUM
Publishes Fee Rates

Modera Wealth Management, LLC

Westwood, NJ
View Profile
$4M
Avg Client AUM
3,443
HNW Clients
$15.1B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Arete Wealth Advisors, LLC

Chicago, IL
View Profile
$593K
Avg Client AUM
3,441
HNW Clients
$2.0B
Total AUM
Publishes Fee Rates

Plante Moran Financial Advisors

Southfield, MI
View Profile
$7M
Avg Client AUM
3,355
HNW Clients
$24.6B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Highpoint Planning Partners

Downers Grove, IL
View Profile
$1M
Avg Client AUM
3,304
HNW Clients
$3.4B
Total AUM
Publishes Fee Rates

Harding Loevner LP

Bridgewater, NJ
View Profile
$886K
Avg Client AUM
3,290
HNW Clients
$2.9B
Total AUM
Publishes Fee Rates

Apella Wealth

West Hartford, CT
View Profile
$2M
Avg Client AUM
3,280
HNW Clients
$8.2B
Total AUM
Publishes Fee Rates Lowest-Fee Ranked

Western Wealth Management LLC

Golden, CO
View Profile
$1M
Avg Client AUM
3,272
HNW Clients
$3.5B
Total AUM
Publishes Fee Rates

Morningstar Investment Management LLC

Chicago, IL
View Profile
$1M
Avg Client AUM
3,271
HNW Clients
$4.0B
Total AUM
Publishes Fee Rates

CW Advisors, LLC

Boston, MA
View Profile
$4M
Avg Client AUM
3,257
HNW Clients
$13.0B
Total AUM
Publishes Fee Rates Barron's Ranked

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Boston, MA
View Profile
$4M
Avg Client AUM
3,214
HNW Clients
$12.1B
Total AUM
Publishes Fee Rates Lowest-Fee Ranked

Soltis Investment Advisors, LLC

St. George, UT
View Profile
$2M
Avg Client AUM
3,207
HNW Clients
$6.5B
Total AUM
Publishes Fee Rates

Pnc Wealth Management

Pittsburgh, PA
View Profile
$2M
Avg Client AUM
3,185
HNW Clients
$5.4B
Total AUM
Publishes Fee Rates

HB Wealth

Atlanta, GA
View Profile
$7M
Avg Client AUM
3,169
HNW Clients
$21.8B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Calamos Wealth Management LLC

Naperville, IL
View Profile
$1M
Avg Client AUM
3,141
HNW Clients
$4.5B
Total AUM
Publishes Fee Rates Forbes Ranked

Vestia Personal Wealth Advisors

Fort Wayne, IN
View Profile
$311K
Avg Client AUM
3,105
HNW Clients
$966M
Total AUM

Voya Financial Advisors, Inc.

Windsor, CT
View Profile
$516K
Avg Client AUM
3,095
HNW Clients
$1.6B
Total AUM
Publishes Fee Rates

Stephens

Little Rock, AR
View Profile
$3M
Avg Client AUM
3,088
HNW Clients
$10.1B
Total AUM
Publishes Fee Rates

Fiera Capital Inc.

New York, NY
View Profile
$2M
Avg Client AUM
3,087
HNW Clients
$5.7B
Total AUM
Publishes Fee Rates

J. Safra Asset Management Corporation

New York City, NY
View Profile
$2M
Avg Client AUM
3,079
HNW Clients
$5.6B
Total AUM
Publishes Fee Rates

Capital Analysts

Fort Washington, PA
View Profile
$2M
Avg Client AUM
3,042
HNW Clients
$4.6B
Total AUM
Publishes Fee Rates

Esi Financial Advisors

Montpelier, VT
View Profile
$397K
Avg Client AUM
3,041
HNW Clients
$1.2B
Total AUM
Publishes Fee Rates

Brighton Jones LLC

Seattle, WA
View Profile
$6M
Avg Client AUM
3,024
HNW Clients
$17.5B
Total AUM
Publishes Fee Rates Barron's Ranked

Concurrent Investment Advisors, LLC

Tampa, FL
View Profile
$4M
Avg Client AUM
3,009
HNW Clients
$11.7B
Total AUM
Publishes Fee Rates

Johnson Investment Counsel, Inc.

Cincinnati, OH
View Profile
$5M
Avg Client AUM
2,995
HNW Clients
$14.8B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Matson Money, Inc.

Mason, OH
View Profile
$2M
Avg Client AUM
2,962
HNW Clients
$6.3B
Total AUM
Publishes Fee Rates

Financial Advocates Investment Management

Olympia, WA
View Profile
$888K
Avg Client AUM
2,961
HNW Clients
$2.6B
Total AUM

Onepoint Bfg Wealth Partners

Parsippany, NJ
View Profile
$4M
Avg Client AUM
2,934
HNW Clients
$12.5B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Annex Wealth Management, LLC

Brookfield, WI
View Profile
$2M
Avg Client AUM
2,891
HNW Clients
$5.2B
Total AUM
Publishes Fee Rates

The Mather Group, LLC

Chicago, IL
View Profile
$4M
Avg Client AUM
2,876
HNW Clients
$12.2B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Advisors Capital Management, LLC

Ridgewood, NJ
View Profile
$2M
Avg Client AUM
2,863
HNW Clients
$6.3B
Total AUM

Geowealth Management LLC

Chicago, IL
View Profile
$3M
Avg Client AUM
2,729
HNW Clients
$7.0B
Total AUM
Publishes Fee Rates

Apollon Wealth Management, LLC

Mount Pleasant, SC
View Profile
$3M
Avg Client AUM
2,697
HNW Clients
$9.2B
Total AUM
Publishes Fee Rates Barron's Ranked

Gilder Gagnon Howe & Co. LLC

New York, NY
View Profile
$3M
Avg Client AUM
2,663
HNW Clients
$9.2B
Total AUM
Publishes Fee Rates

1919 Investment Counsel, LLC

Baltimore, MD
View Profile
$7M
Avg Client AUM
2,653
HNW Clients
$18.8B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Principal Securities, Inc.

Des Moines, IA
View Profile
$2M
Avg Client AUM
2,638
HNW Clients
$5.5B
Total AUM
Publishes Fee Rates

Wedbush Securities Inc.

Pasadena, CA
View Profile
$1M
Avg Client AUM
2,636
HNW Clients
$2.8B
Total AUM
Publishes Fee Rates

Rockefeller Capital Management

New York, NY
View Profile
$8M
Avg Client AUM
2,596
HNW Clients
$21.1B
Total AUM
Publishes Fee Rates

First Trust Advisors LP

Wheaton, IL
View Profile
$2M
Avg Client AUM
2,593
HNW Clients
$4.7B
Total AUM

Envestnet Portfolio Solutions, Inc.

Chicago, IL
View Profile
$2M
Avg Client AUM
2,557
HNW Clients
$4.4B
Total AUM
Publishes Fee Rates

Flagship Harbor Advisors, LLC

Boston, MA
View Profile
$987K
Avg Client AUM
2,556
HNW Clients
$2.5B
Total AUM
Publishes Fee Rates

Modern Wealth Management, LLC

Kansas City, MO
View Profile
$3M
Avg Client AUM
2,529
HNW Clients
$6.4B
Total AUM
Publishes Fee Rates

Citizens Private Wealth

Tarrytown, NY
View Profile
$5M
Avg Client AUM
2,502
HNW Clients
$13.7B
Total AUM
Publishes Fee Rates Forbes Ranked

Brown Advisory

Baltimore, MD
View Profile
$20M
Avg Client AUM
2,484
HNW Clients
$48.6B
Total AUM
Publishes Fee Rates

Laurel Oak Wealth Management, LLC

Marlton, NJ
View Profile
$433K
Avg Client AUM
2,477
HNW Clients
$1.1B
Total AUM

Capital Investment Advisors, LLC

Atlanta, GA
View Profile
$3M
Avg Client AUM
2,462
HNW Clients
$6.4B
Total AUM
Publishes Fee Rates Barron's Ranked

Independent Financial Group, LLC

San Diego, CA
View Profile
$2M
Avg Client AUM
2,438
HNW Clients
$5.2B
Total AUM
Publishes Fee Rates

Hantz Financial Services, Inc.

Southfield, MI
View Profile
$2M
Avg Client AUM
2,423
HNW Clients
$4.5B
Total AUM
Publishes Fee Rates

Summit Financial, LLC

Parsippany, NJ
View Profile
$6M
Avg Client AUM
2,417
HNW Clients
$14.0B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

Coldstream Wealth Management

Bellevue, WA
View Profile
$5M
Avg Client AUM
2,393
HNW Clients
$11.3B
Total AUM
Publishes Fee Rates Forbes Ranked Barron's Ranked

The Fiduciary Alliance

Greenville, SC
View Profile
$473K
Avg Client AUM
2,388
HNW Clients
$1.1B
Total AUM
Publishes Fee Rates