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

$10.0M

Number of Clients

100 to 1,000+

Morgan Stanley

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

Blackrock Investment Management, LLC

Princeton, NJ
View Profile
$13M
Avg Client AUM
4,269
HNW Clients
$55.8B
Total AUM
Robust Fee Schedule Fee-Only

Cresset Asset Management, LLC

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

Brown Advisory

Baltimore, MD
View Profile
$20M
Avg Client AUM
2,484
HNW Clients
$48.6B
Total AUM
Robust Fee Schedule Fee-Only

IEQ Capital, LLC

Foster City, CA
View Profile
$25M
Avg Client AUM
2,300
HNW Clients
$56.5B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked Barron's Ranked

Cibc Private Wealth Advisors, Inc.

Chicago, IL
View Profile
$17M
Avg Client AUM
2,020
HNW Clients
$34.8B
Total AUM
Robust Fee Schedule Fee-Only Barron's Ranked

Pathstone

Englewood, NJ
View Profile
$50M
Avg Client AUM
1,834
HNW Clients
$91.0B
Total AUM
Fee-Only Forbes Ranked Barron's Ranked

EP Wealth Advisors

Torrance, CA
View Profile
$11M
Avg Client AUM
1,589
HNW Clients
$17.1B
Total AUM
Fee-Only Forbes Ranked Barron's Ranked

New Edge Wealth

Stamford, CT
View Profile
$11M
Avg Client AUM
1,557
HNW Clients
$17.6B
Total AUM
Robust Fee Schedule

Chevy Chase Trust Company

Bethesda, MD
View Profile
$11M
Avg Client AUM
1,177
HNW Clients
$12.5B
Total AUM
Fee-Only Forbes Ranked Barron's Ranked

Silvercrest Asset Management Group LLC

New York, NY
View Profile
$18M
Avg Client AUM
1,081
HNW Clients
$18.9B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked Barron's Ranked

myCIO Wealth Partners, LLC

Philadelphia, PA
View Profile
$17M
Avg Client AUM
923
HNW Clients
$15.5B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked Barron's Ranked

Evoke Advisors

Los Angeles, CA
View Profile
$14M
Avg Client AUM
874
HNW Clients
$12.1B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked Barron's Ranked

LNW

Seattle, WA
View Profile
$12M
Avg Client AUM
850
HNW Clients
$10.5B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked Barron's Ranked

Sapient Capital LLC

Indianapolis, IN
View Profile
$17M
Avg Client AUM
691
HNW Clients
$11.8B
Total AUM
Fee-Only

Evercore Wealth Management, LLC

New York, NY
View Profile
$21M
Avg Client AUM
674
HNW Clients
$13.9B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked Barron's Ranked

Simon Quick Advisors, LLC

Morristown, NJ
View Profile
$11M
Avg Client AUM
666
HNW Clients
$7.6B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked Barron's Ranked

Fiduciary Counselling Inc.

St Paul, MN
View Profile
$13M
Avg Client AUM
643
HNW Clients
$8.2B
Total AUM
Robust Fee Schedule Fee-Only

Lazard Asset Management LLC

New York, NY
View Profile
$10M
Avg Client AUM
595
HNW Clients
$6.0B
Total AUM
Robust Fee Schedule Fee-Only

Summit Trail Advisors, LLC

New York, NY
View Profile
$28M
Avg Client AUM
588
HNW Clients
$16.3B
Total AUM
Robust Fee Schedule Fee-Only Barron's Ranked

Oxford Financial Group, Ltd.

Carmel, IN
View Profile
$25M
Avg Client AUM
551
HNW Clients
$13.9B
Total AUM
Robust Fee Schedule Fee-Only

Partners Capital Investment Group, LLP

Boston, MA
View Profile
$12M
Avg Client AUM
521
HNW Clients
$6.2B
Total AUM
Robust Fee Schedule Fee-Only

Choate Investment Advisors

Boston, MA
View Profile
$18M
Avg Client AUM
519
HNW Clients
$9.4B
Total AUM
Simple Fee Schedule Fee-Only

Fiducient Advisors LLC

Chicago, IL
View Profile
$64M
Avg Client AUM
518
HNW Clients
$33.1B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Baker Street Advisors, LLC

San Francisco, CA
View Profile
$36M
Avg Client AUM
504
HNW Clients
$18.0B
Total AUM
Robust Fee Schedule Fee-Only Barron's Ranked

SCS Capital Management LLC

Boston, MA
View Profile
$62M
Avg Client AUM
491
HNW Clients
$30.4B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked Barron's Ranked

Welch & Forbes LLC

Boston, MA
View Profile
$17M
Avg Client AUM
478
HNW Clients
$8.0B
Total AUM
Robust Fee Schedule Fee-Only Barron's Ranked

Income Research + Management

Boston, MA
View Profile
$11M
Avg Client AUM
454
HNW Clients
$5.1B
Total AUM
Fee-Only

Stonegate Investment Group, LLC

Birmingham, AL
View Profile
$10M
Avg Client AUM
451
HNW Clients
$4.6B
Total AUM
Fee-Only

Turim 21 Investimentos Ltda

Rio De Janeiro, Rj
View Profile
$11M
Avg Client AUM
445
HNW Clients
$4.8B
Total AUM
Simple Fee Schedule Fee-Only

Chicago Capital, LLC

Chicago, IL
View Profile
$10M
Avg Client AUM
445
HNW Clients
$4.5B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Lnw

Seattle, WA
View Profile
$10M
Avg Client AUM
429
HNW Clients
$4.4B
Total AUM
Simple Fee Schedule Fee-Only

Altair Advisers, LLC

Chicago, IL
View Profile
$15M
Avg Client AUM
416
HNW Clients
$6.3B
Total AUM
Robust Fee Schedule Fee-Only

Tiedemann Advisors, LLC

New York, NY
View Profile
$59M
Avg Client AUM
407
HNW Clients
$24.1B
Total AUM
Robust Fee Schedule Fee-Only

Composition Wealth, LLC

Los Angeles, CA
View Profile
$13M
Avg Client AUM
406
HNW Clients
$5.2B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked Barron's Ranked

The Caprock Group, LLC

Boise, ID
View Profile
$28M
Avg Client AUM
398
HNW Clients
$11.3B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked Barron's Ranked

Journey Strategic Wealth LLC

Summit, NJ
View Profile
$11M
Avg Client AUM
392
HNW Clients
$4.4B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Aldrich Wealth LP

Lake Oswego, OR
View Profile
$12M
Avg Client AUM
387
HNW Clients
$4.8B
Total AUM
Robust Fee Schedule Fee-Only

Iconiq Capital, LLC

San Francisco, CA
View Profile
$28M
Avg Client AUM
380
HNW Clients
$10.8B
Total AUM
Robust Fee Schedule Fee-Only

Mill Creek Capital Advisors, LLC

Conshohocken, PA
View Profile
$20M
Avg Client AUM
365
HNW Clients
$7.2B
Total AUM
Robust Fee Schedule Fee-Only

Constellation Wealth Advisors

Cincinnati, OH
View Profile
$12M
Avg Client AUM
356
HNW Clients
$4.2B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Circle Wealth Management, LLC

Summit, NJ
View Profile
$37M
Avg Client AUM
349
HNW Clients
$13.1B
Total AUM
Robust Fee Schedule Fee-Only

Waldron Private Wealth

Bridgeville, PA
View Profile
$16M
Avg Client AUM
349
HNW Clients
$5.4B
Total AUM
Robust Fee Schedule Barron's Ranked

Ballentine Partners

Waltham, MA
View Profile
$43M
Avg Client AUM
342
HNW Clients
$14.8B
Total AUM
Robust Fee Schedule Fee-Only Barron's Ranked

Bordeaux Wealth Advisors

Menlo Park, CA
View Profile
$17M
Avg Client AUM
337
HNW Clients
$5.6B
Total AUM
Fee-Only Forbes Ranked Barron's Ranked

Dodge & Cox

San Francisco, CA
View Profile
$23M
Avg Client AUM
331
HNW Clients
$7.7B
Total AUM
Robust Fee Schedule Fee-Only

Pitcairn

Conshohocken, PA
View Profile
$18M
Avg Client AUM
330
HNW Clients
$5.8B
Total AUM
Robust Fee Schedule Fee-Only

Franklin Street Advisors Inc.

Chapel Hill, NC
View Profile
$11M
Avg Client AUM
317
HNW Clients
$3.6B
Total AUM
Robust Fee Schedule Fee-Only

Azimuth Capital Management

Bloomfield Hills, MI
View Profile
$11M
Avg Client AUM
315
HNW Clients
$3.6B
Total AUM
Robust Fee Schedule Fee-Only

Crescent Grove Advisors

Lake Forest, IL
View Profile
$18M
Avg Client AUM
290
HNW Clients
$5.1B
Total AUM
Simple Fee Schedule Fee-Only

Nicholas Hoffman & Company, LLC

Atlanta, GA
View Profile
$27M
Avg Client AUM
285
HNW Clients
$7.8B
Total AUM
Robust Fee Schedule Fee-Only

Legacy Advisors, LLC

Plymouth Meeting, PA
View Profile
$17M
Avg Client AUM
282
HNW Clients
$4.8B
Total AUM
Simple Fee Schedule Fee-Only

Sepio Capital, LP

Salt Lake City, UT
View Profile
$15M
Avg Client AUM
276
HNW Clients
$4.1B
Total AUM
Robust Fee Schedule Fee-Only

Fayez Sarofim & Co.

Houston, TX
View Profile
$52M
Avg Client AUM
274
HNW Clients
$14.1B
Total AUM
Robust Fee Schedule Fee-Only

Fairway Wealth Management LLC

Independence, OH
View Profile
$11M
Avg Client AUM
268
HNW Clients
$2.9B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Stonehage Fleming

London, Greater London
View Profile
$40M
Avg Client AUM
263
HNW Clients
$10.4B
Total AUM
Robust Fee Schedule Fee-Only

Brownson, Rehmus & Foxworth, Inc.

Chicago, IL
View Profile
$17M
Avg Client AUM
263
HNW Clients
$4.5B
Total AUM
Robust Fee Schedule

Heritage Wealth Advisors

Richmond, VA
View Profile
$10M
Avg Client AUM
254
HNW Clients
$2.6B
Total AUM
Robust Fee Schedule Fee-Only

Gotham Asset Management, LLC

New York, NY
View Profile
$57M
Avg Client AUM
245
HNW Clients
$14.1B
Total AUM
Fee-Only

Benjamin F. Edwards & Company, Incorporated

St. Louis, MO
View Profile
$10M
Avg Client AUM
244
HNW Clients
$2.5B
Total AUM
Robust Fee Schedule Fee-Only

Northeast Financial

Westport, CT
View Profile
$19M
Avg Client AUM
241
HNW Clients
$4.6B
Total AUM
Simple Fee Schedule Fee-Only

Gentrust

Miami, FL
View Profile
$21M
Avg Client AUM
237
HNW Clients
$5.0B
Total AUM
Simple Fee Schedule Fee-Only Forbes Ranked

Sagewood Capital Management LLC

New York, NY
View Profile
$10M
Avg Client AUM
233
HNW Clients
$2.4B
Total AUM
Robust Fee Schedule Fee-Only

Sagewood Asset Management LP

New York, NY
View Profile
$10M
Avg Client AUM
232
HNW Clients
$2.4B
Total AUM
Robust Fee Schedule Fee-Only

Tfo Family Office Partners

Phoenix, AZ
View Profile
$21M
Avg Client AUM
231
HNW Clients
$5.0B
Total AUM
Robust Fee Schedule Fee-Only

Alamo Advisors, LP

San Antonio, TX
View Profile
$14M
Avg Client AUM
231
HNW Clients
$3.3B
Total AUM
Robust Fee Schedule Fee-Only

Zemenick & Walker Inc.

St Louis, MO
View Profile
$11M
Avg Client AUM
229
HNW Clients
$2.5B
Total AUM
Robust Fee Schedule Fee-Only

Sendero Wealth Management, LLC

San Antonio, TX
View Profile
$16M
Avg Client AUM
226
HNW Clients
$3.6B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Offit Capital

New York, NY
View Profile
$62M
Avg Client AUM
219
HNW Clients
$13.7B
Total AUM
Robust Fee Schedule Fee-Only

Gc Wealth Management Ria, LLC

Cambridge, MA
View Profile
$27M
Avg Client AUM
215
HNW Clients
$5.8B
Total AUM
Robust Fee Schedule Fee-Only

Cambridge Associates, LLC

Boston, MA
View Profile
$409M
Avg Client AUM
213
HNW Clients
$87.1B
Total AUM
Robust Fee Schedule Fee-Only

Joel R. Mogy Investment Counsel Inc.

Beverly Hills, CA
View Profile
$10M
Avg Client AUM
208
HNW Clients
$2.1B
Total AUM
Robust Fee Schedule Fee-Only

Bbr Partners, LLC

New York, NY
View Profile
$136M
Avg Client AUM
203
HNW Clients
$27.6B
Total AUM
Robust Fee Schedule Fee-Only Barron's Ranked

Angeles Wealth Management, LLC

Santa Monica, CA
View Profile
$12M
Avg Client AUM
203
HNW Clients
$2.5B
Total AUM
Robust Fee Schedule Fee-Only

Tolleson Private Wealth Management

Dallas, TX
View Profile
$18M
Avg Client AUM
201
HNW Clients
$3.5B
Total AUM
Robust Fee Schedule Fee-Only

Capital Counsel LLC

New York, NY
View Profile
$11M
Avg Client AUM
199
HNW Clients
$2.2B
Total AUM
Robust Fee Schedule Fee-Only

Gresham Partners, LLC

Chicago, IL
View Profile
$16M
Avg Client AUM
197
HNW Clients
$3.2B
Total AUM
Robust Fee Schedule Fee-Only Barron's Ranked

Argent Capital Management LLC

Clayton, MO
View Profile
$13M
Avg Client AUM
194
HNW Clients
$2.6B
Total AUM
Robust Fee Schedule Fee-Only

Southeast Asset Advisors, LLC

Thomasville, GA
View Profile
$14M
Avg Client AUM
185
HNW Clients
$2.6B
Total AUM
Robust Fee Schedule Fee-Only

Validus Capital LLC

El Segundo, CA
View Profile
$13M
Avg Client AUM
176
HNW Clients
$2.3B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Fidelis Capital

Tampa, FL
View Profile
$11M
Avg Client AUM
175
HNW Clients
$1.9B
Total AUM
Robust Fee Schedule Fee-Only

Grant Tani Barash & Altman, LLC

Beverly Hills, CA
View Profile
$13M
Avg Client AUM
172
HNW Clients
$2.2B
Total AUM

Tschetter Group

Bellevue, WA
View Profile
$10M
Avg Client AUM
171
HNW Clients
$1.7B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Callan Family Office, LLC

Radnor, PA
View Profile
$42M
Avg Client AUM
170
HNW Clients
$7.1B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Segment Wealth Management, LLC

Houston, TX
View Profile
$12M
Avg Client AUM
170
HNW Clients
$2.0B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Birch Hill Investment Advisors LLC

Boston, MA
View Profile
$16M
Avg Client AUM
169
HNW Clients
$2.7B
Total AUM
Robust Fee Schedule Fee-Only

71 West Capital Partners

Boston, MA
View Profile
$33M
Avg Client AUM
167
HNW Clients
$5.5B
Total AUM
Fee-Only

Hollencrest Capital Management

Newport Beach, CA
View Profile
$13M
Avg Client AUM
166
HNW Clients
$2.2B
Total AUM
Robust Fee Schedule Fee-Only

Jordan Park Group LLC

San Francisco, CA
View Profile
$95M
Avg Client AUM
163
HNW Clients
$15.5B
Total AUM
Simple Fee Schedule Fee-Only

Sage Mountain Advisors, LLC

Atlanta, GA
View Profile
$25M
Avg Client AUM
161
HNW Clients
$4.0B
Total AUM
Robust Fee Schedule Fee-Only

Trumbower Financial Advisors LLC

Bethesda, MD
View Profile
$12M
Avg Client AUM
159
HNW Clients
$1.9B
Total AUM
Robust Fee Schedule Fee-Only

Jfg Family Office

Denver, CO
View Profile
$29M
Avg Client AUM
154
HNW Clients
$4.5B
Total AUM
Robust Fee Schedule Fee-Only

Monograph Wealth Advisors, LLC

Manhattan Beach, CA
View Profile
$19M
Avg Client AUM
153
HNW Clients
$2.9B
Total AUM
Robust Fee Schedule Fee-Only

Manchester Capital Management LLC

Manchester, VT
View Profile
$14M
Avg Client AUM
153
HNW Clients
$2.2B
Total AUM
Robust Fee Schedule Fee-Only

Great Lakes Advisors, LLC

Chicago, IL
View Profile
$12M
Avg Client AUM
150
HNW Clients
$1.7B
Total AUM
Robust Fee Schedule Fee-Only

Activ8 Family Office LLC

Mclean, VA
View Profile
$10M
Avg Client AUM
148
HNW Clients
$1.5B
Total AUM
Fee-Only

Keebeck Wealth Management

Chicago, IL
View Profile
$12M
Avg Client AUM
147
HNW Clients
$1.8B
Total AUM
Simple Fee Schedule Fee-Only

Ehrenkranz Partners LP

New York, NY
View Profile
$104M
Avg Client AUM
146
HNW Clients
$15.2B
Total AUM
Robust Fee Schedule Fee-Only

The Clarius Group, LLC

Seattle, WA
View Profile
$30M
Avg Client AUM
146
HNW Clients
$4.3B
Total AUM
Robust Fee Schedule Fee-Only

CV Advisors LLC

Aventura, FL
View Profile
$90M
Avg Client AUM
145
HNW Clients
$13.1B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked Barron's Ranked

Brown Advisory

Norfolk, VA
View Profile
$38M
Avg Client AUM
145
HNW Clients
$5.5B
Total AUM
Robust Fee Schedule Fee-Only

360 One Portfolio Managers Limited

Mumbai
View Profile
$13M
Avg Client AUM
145
HNW Clients
$1.9B
Total AUM
Fee-Only

Howland Capital Management LLC

Boston, MA
View Profile
$13M
Avg Client AUM
145
HNW Clients
$1.9B
Total AUM
Robust Fee Schedule Fee-Only

Allen Investment Management, LLC

New York, NY
View Profile
$119M
Avg Client AUM
142
HNW Clients
$16.9B
Total AUM
Robust Fee Schedule Fee-Only

Avestar Capital, LLC

New York, NY
View Profile
$14M
Avg Client AUM
142
HNW Clients
$2.0B
Total AUM
Robust Fee Schedule Fee-Only

Inscription Capital, LLC

Houston, TX
View Profile
$11M
Avg Client AUM
141
HNW Clients
$1.6B
Total AUM
Robust Fee Schedule Fee-Only

Proficio Capital Partners LLC

Newton, MA
View Profile
$32M
Avg Client AUM
138
HNW Clients
$4.4B
Total AUM
Robust Fee Schedule Fee-Only

Mmbg Investment Advisors Co.

Miami, FL
View Profile
$22M
Avg Client AUM
136
HNW Clients
$3.0B
Total AUM
Simple Fee Schedule Fee-Only

Safford Nicholas H & Co. Inc.

Rockport, MA
View Profile
$13M
Avg Client AUM
136
HNW Clients
$1.8B
Total AUM
Robust Fee Schedule Fee-Only

The Gleason Group, Inc.

Prospect, KY
View Profile
$11M
Avg Client AUM
136
HNW Clients
$1.5B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Cypress Point Wealth Management, LLC

Dallas, TX
View Profile
$11M
Avg Client AUM
132
HNW Clients
$1.4B
Total AUM
Robust Fee Schedule Fee-Only

Cm Wealth Advisors LLC

Beachwood, OH
View Profile
$14M
Avg Client AUM
131
HNW Clients
$1.8B
Total AUM
Fee-Only

Coastedge Partners, LLC

San Diego, CA
View Profile
$12M
Avg Client AUM
131
HNW Clients
$1.6B
Total AUM
Robust Fee Schedule Fee-Only

Colter Lewis Investment Partners, LLC

Greenwich, CT
View Profile
$26M
Avg Client AUM
130
HNW Clients
$3.4B
Total AUM
Simple Fee Schedule Fee-Only Forbes Ranked

Doyenne Wealth Advisors

Chicago, IL
View Profile
$16M
Avg Client AUM
129
HNW Clients
$2.0B
Total AUM
Robust Fee Schedule Fee-Only

Matter Family Office

St Louis, MO
View Profile
$27M
Avg Client AUM
128
HNW Clients
$3.4B
Total AUM
Robust Fee Schedule Fee-Only

Seven Bridges Advisors LLC

New York, NY
View Profile
$20M
Avg Client AUM
128
HNW Clients
$2.5B
Total AUM
Robust Fee Schedule Fee-Only

Spire Wealth Management, LLC

Mclean, VA
View Profile
$10M
Avg Client AUM
128
HNW Clients
$1.3B
Total AUM
Fee-Only

Miller Investment Management, LP

West Conshohocken, PA
View Profile
$50M
Avg Client AUM
127
HNW Clients
$6.3B
Total AUM
Simple Fee Schedule Fee-Only

Bear Creek Asset Management, LLC

Denver, CO
View Profile
$15M
Avg Client AUM
126
HNW Clients
$1.9B
Total AUM
Robust Fee Schedule Fee-Only

View Capital Ria, LP

Dallas, TX
View Profile
$14M
Avg Client AUM
126
HNW Clients
$1.7B
Total AUM
Robust Fee Schedule Fee-Only

Serenus Wealth Advisors, LLC

Santa Monica, CA
View Profile
$12M
Avg Client AUM
123
HNW Clients
$1.5B
Total AUM
Fee-Only

Sentry Advisors, LLC

San Francisco, CA
View Profile
$19M
Avg Client AUM
121
HNW Clients
$2.3B
Total AUM
Robust Fee Schedule Fee-Only

Deroy & Devereaux Private Investment Counsel, Inc.

Bloomfield Hills, MI
View Profile
$15M
Avg Client AUM
119
HNW Clients
$1.8B
Total AUM
Robust Fee Schedule Fee-Only

Wellspring Financial Advisors, LLC

Cleveland, OH
View Profile
$42M
Avg Client AUM
118
HNW Clients
$4.9B
Total AUM
Robust Fee Schedule Fee-Only

Yale Capital Corp.

St. Petersburg, FL
View Profile
$42M
Avg Client AUM
117
HNW Clients
$4.9B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Aaron Wealth Advisors

Chicago, IL
View Profile
$28M
Avg Client AUM
115
HNW Clients
$3.3B
Total AUM
Robust Fee Schedule Fee-Only

Kimelman & Baird, LLC

New York, NY
View Profile
$12M
Avg Client AUM
113
HNW Clients
$1.3B
Total AUM
Robust Fee Schedule

Henry H. Armstrong Associates, Inc.

Pittsburgh, PA
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$11M
Avg Client AUM
113
HNW Clients
$1.2B
Total AUM
Robust Fee Schedule Fee-Only

We Family Offices

Coral Gables, FL
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$159M
Avg Client AUM
112
HNW Clients
$17.8B
Total AUM
Robust Fee Schedule Fee-Only Barron's Ranked

Stephens Group Asset Management, LLC

Little Rock, AR
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$11M
Avg Client AUM
111
HNW Clients
$1.3B
Total AUM
Robust Fee Schedule Fee-Only

Hall Capital Partners LLC

San Francisco, CA
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$304M
Avg Client AUM
110
HNW Clients
$33.4B
Total AUM
Fee-Only

Paul Comstock Partners

Houston, TX
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$21M
Avg Client AUM
109
HNW Clients
$2.3B
Total AUM
Robust Fee Schedule Fee-Only

Fiduciary Wealth Partners, LLC

Newton Lower Falls, MA
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$12M
Avg Client AUM
109
HNW Clients
$1.3B
Total AUM
Robust Fee Schedule Fee-Only

Stanhope Capital, LLP

London
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$35M
Avg Client AUM
108
HNW Clients
$3.8B
Total AUM
Robust Fee Schedule Fee-Only

Wainwright Investment Counsel LLC

Boston, MA
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$16M
Avg Client AUM
108
HNW Clients
$1.7B
Total AUM
Simple Fee Schedule Fee-Only

Frank, Rimerman Advisors LLC

Palo Alto, CA
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$32M
Avg Client AUM
106
HNW Clients
$3.4B
Total AUM
Robust Fee Schedule Fee-Only

Parcion Private Wealth LLC

Bellevue, WA
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$27M
Avg Client AUM
106
HNW Clients
$2.9B
Total AUM
Simple Fee Schedule Fee-Only Forbes Ranked

Covenant Partners, LLC

Nashville, TN
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$10M
Avg Client AUM
105
HNW Clients
$1.1B
Total AUM
Robust Fee Schedule Fee-Only

Turtle Creek Wealth Advisors, LLC

Dallas, TX
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$23M
Avg Client AUM
104
HNW Clients
$2.3B
Total AUM
Robust Fee Schedule Fee-Only

Palisade Asset Management, LLC

Minneapolis, MN
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$11M
Avg Client AUM
104
HNW Clients
$1.2B
Total AUM
Robust Fee Schedule Fee-Only

Marquette Associates, Inc.

Chicago, IL
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$48M
Avg Client AUM
103
HNW Clients
$4.9B
Total AUM
Simple Fee Schedule Fee-Only

Pennington Partners & Co., LLC

Bethesda, MD
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$45M
Avg Client AUM
102
HNW Clients
$4.6B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Disciplined Growth Investors Inc.

Minneapolis, MN
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$14M
Avg Client AUM
102
HNW Clients
$1.4B
Total AUM
Robust Fee Schedule Fee-Only

Nevastar Finance Ltd.

London
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$15M
Avg Client AUM
101
HNW Clients
$1.5B
Total AUM
Robust Fee Schedule Fee-Only

Modell Capital Management LLC

Bloomfield Hills, MI
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$15M
Avg Client AUM
101
HNW Clients
$1.5B
Total AUM
Fee-Only

Canterbury Consulting Incorporated

Newport Beach, CA
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$397M
Avg Client AUM
100
HNW Clients
$39.7B
Total AUM
Simple Fee Schedule Fee-Only

Greenhaven Associates Inc.

Purchase, NY
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$84M
Avg Client AUM
100
HNW Clients
$8.4B
Total AUM
Simple Fee Schedule Fee-Only

BC Advisors, LLC

Mt. Laurel, NJ
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$46M
Avg Client AUM
100
HNW Clients
$4.6B
Total AUM
Robust Fee Schedule Fee-Only Forbes Ranked

Promus Capital, LLC

Chicago, IL
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$15M
Avg Client AUM
100
HNW Clients
$1.5B
Total AUM
Robust Fee Schedule Fee-Only