2016

Top 100
RIA Firms

Ranked by Growth in Assets - 2006 to 2016

We are pleased to announce the RIA Channel annual ranking of the Top 100 RIA Firms. This year’s unique ranking showcases the wealth management firms by growth in assets over the past ten years with a majority of the firms accruing more than $1 billion in assets.

To be considered for our ranking, each firm must be a registered investment advisor (RIA) with the SEC, must provide wealth management services, and must serve individual clients as a primary focus. Firms managing large funds, hedge funds, broker/dealers, or having disciplinary disclosures were excluded. As the RIA market changes and grows, our sister company, RIA Database, continues to adapt its criteria to the current environment.

We are delighted to recognize these leading firms for their independence, their commitment to their clients, and their ability to grow through a decade of market challenges and rewards. We congratulate each of them for their success.

For more on our methodology, see the 2016 Top 100 Methodology.

#FirmLocationTotal AssetsGrowth in Assets
2006-2016
1Creative PlanningLeawood, KS$20,749,641,728$20,382,641,728
2Chevy Chase Trust CompanyBethesda, MD$23,172,691,968$15,825,446,912
3Innovest Portfolio SolutionsDenver, CO$12,593,999,872$9,040,993,536
4Financial EnginesOverland Park, KS$8,137,569,792$7,537,417,600
5Plante Moran Southfield, MI$11,507,060,736$7,506,178,048
6Oxford Financial GroupCarmel, IN$13,576,983,552$6,010,352,128
7Canterbury ConsultingNewport Beach, CA$16,444,999,680$5,990,321,152
8Baker Street AdvisorsSan Francisco, CA$5,910,000,128$3,869,228,160
9Presidio Capital AdvisorsSan Francisco, CA$4,074,679,552$3,630,962,688
10Rehmann FinancialLansing, MI$3,709,372,928$3,558,372,928
11Mason Investment Advisory ServicesReston, VA$4,808,976,896$3,505,811,200
12Beacon Pointe AdvisorsNewport Beach, CA$7,538,226,688$3,419,832,832
13Vantage Investment PartnersKansas City, MO$3,567,467,520$3,077,120,096
14myCIO Wealth PartnersPhiladelphia, PA$5,109,339,136$3,063,516,416
15Wealth Enhancement Advisory ServicesPlymouth, MN$3,825,390,336$3,026,819,712
16ClarfeldTarrytown, NY$5,212,277,248$2,987,277,312
17SEIALos Angeles, CA$3,849,796,608$2,971,878,976
18Halbert HargroveLong Beach, CA$3,817,842,176$2,890,511,168
19LourdMurrayBeverly Hills, CA$3,013,480,448$2,820,884,672
20Ronald Blue & CompanyRoswell, GA$6,636,502,016$2,723,137,024
21KLS Professional Advisors GroupNew York, NY$5,515,656,192$2,598,446,336
22Index Fund AdvisorsIrvine, CA$2,727,012,864$2,372,012,864
23Symmetry PartnersGlastonbury, CT$3,864,000,000$2,332,372,480
24Ferguson Wellman Capital ManagementPortland, OR$4,311,941,632$2,288,941,568
25Dowling & YahnkeSan Diego, CA$3,222,919,424$2,240,270,720
26Mcintosh Capital AdvisorsLos Angeles, CA$2,175,000,064$2,165,070,064
27PlancorpSaint Louis, MO$3,026,118,144$2,120,806,144
28Balasa Dinverno FoltzItasca, IL$3,071,926,016$2,063,914,048
29Greenspring Wealth ManagementTowson, MD$2,054,598,784$2,037,551,032
30Alesco AdvisorsPittsford, NY$2,445,727,232$2,028,469,088
31Hanson McClain AdvisorsSacramento, CA$1,962,365,824$1,955,061,241
32EP Wealth AdvisorsTorrance, CA$2,180,000,000$1,945,000,000
33Summit Advisor SolutionsDallas, TX$1,960,242,560$1,839,242,560
34Everett Harris & CompanyLos Angeles, CA$6,763,200,000$1,821,466,112
35South Texas Money ManagementSan Antonio, TX$2,759,067,136$1,786,184,896
36Matter Family OfficeClayton, MO$2,209,541,888$1,747,541,888
37B|O|SSan Francisco, CA$3,181,194,240$1,730,852,224
38Valeo Financial AdvisorsIndianapolis, IN$2,005,471,488$1,720,141,664
39Altair AdvisersChicago, IL$3,773,900,032$1,716,259,328
40EQIS Capital ManagementSan Rafael, CA$1,669,500,032$1,668,400,032
41Mariner Wealth AdvisorsLeawood, KS$2,245,657,088$1,652,709,632
42Cumberland AdvisorsSarasota, FL$2,445,928,704$1,628,531,648
43HK Financial ServicesDubuque, IA$2,333,826,048$1,615,597,632
44Azimuth Capital ManagementBloomfield Hills, MI$1,861,947,008$1,602,676,496
45Beacon Capital ManagementCenterville, OH$1,724,516,096$1,569,516,096
46Mainstay Capital ManagementGrand Blanc, MI$1,930,318,080$1,563,038,560
47Threshold GroupSeattle, WA$2,829,806,336$1,548,033,152
48R. M. DavisPortland, ME$3,161,371,392$1,525,470,464
49Truepoint Wealth CounselCincinnati, OH$2,010,881,152$1,513,715,136
50TCI Wealth AdvisorsTucson, AZ$1,980,855,424$1,511,840,960
51Clifford Swan Investment CounselorsPasadena, CA$2,391,897,856$1,483,436,672
52IWP Wealth ManagementDenver, CO$1,480,664,192$1,470,664,192
53Zions Capital AdvisorsSalt Lake City, UT$1,818,103,808$1,458,262,528
54Johnson SterlingBirmingham, AL$1,597,174,016$1,456,480,432
55Douglass Winthrop AdvisorsNew York, NY$1,662,421,120$1,451,273,792
56Exencial Wealth AdvisorsOklahoma City, OK$1,678,215,808$1,445,905,888
57BKD Wealth AdvisorsSpringfield, MO$2,521,251,840$1,444,030,208
58Camden CapitalEl Segundo, CA$1,547,981,952$1,417,981,952
59Geller Family Office ServicesNew York, NY$2,302,029,824$1,413,753,600
60Retirement Income SolutionsAnn Arbor, MI$1,416,120,448$1,411,592,351
61Covington Capital ManagementLos Angeles, CA$2,098,983,296$1,396,823,808
62Dixon Hughes Goodman Wealth AdvisorsAsheville, NC$1,678,227,840$1,382,564,832
63Level Four Advisory ServicesPlano, TX$1,313,176,448$1,271,976,448
64Choate Investment AdvisorsBoston, MA$3,622,206,720$1,253,459,968
65Grimes & CompanyWestborough, MA$1,779,851,648$1,245,616,480
66The Milestone GroupDenver, CO$1,945,001,344$1,214,876,800
67Vista Wealth ManagementE. Palo Alto, CA$1,363,990,400$1,206,920,400
68The Burney CompanyFalls Church, VA$1,609,093,248$1,191,080,384
69Paratus FinancialDallas, TX$1,434,397,056$1,184,397,056
70Pinnacle Advisory GroupColumbia, MD$1,600,000,000$1,178,000,000
71Patriot Wealth ManagementHouston, TX$1,450,787,968$1,176,287,968
72Budros, Ruhlin & RoeColumbus, OH$2,046,654,336$1,176,274,432
73Capital DirectionsAtlanta, GA$1,656,999,936$1,160,361,440
74Boston Financial ManagementBoston, MA$1,899,987,072$1,146,097,216
75Obermeyer Wood Investment CounselAspen, CO$1,590,517,888$1,135,516,352
76Cardiff Park AdvisorsCarlsbad, CA$1,158,070,784$1,123,070,784
77Northeast Financial ConsultantsWestport, CT$2,689,246,464$1,122,183,936
78Crestwood AdvisorsBoston, MA$1,321,967,360$1,118,586,016
79Moss Adams Wealth AdvisorsSeattle, WA$2,015,507,712$1,097,300,608
80FilamentSeattle, WA$1,410,112,512$1,091,796,192
81Sullivan, Bruyette, Speros & BlayneyMclean, VA$2,672,999,936$1,072,999,936
82Loring, Wolcott & CoolidgeBoston, MA$5,801,067,520$1,066,336,768
83Steele Capital ManagementDubuque, IA$1,606,881,920$1,065,863,936
84Wescott Financial Advisory GroupPhiladelphia, PA$2,013,906,688$1,064,557,696
85Cassaday & CompanyMclean, VA$1,561,503,360$1,035,542,240
86Smith, Salley & AssociatesGreensboro, NC$1,086,359,040$1,027,259,040
87Mission Wealth ManagementSanta Barbara, CA$1,322,036,608$1,026,342,432
88New England Private Wealth AdvisorsWellesley, MA$1,184,714,240$1,015,714,240
89SJS Investment ServicesSylvania, OH$1,528,999,936$1,009,999,936
90HBKS Wealth AdvisorsErie, PA$1,836,034,944$996,585,408
91Horter Investment ManagementCincinnati, OH$1,016,416,000$995,959,276
92Genovese Burford & Brothers Wealth And RetirementSacramento, CA$1,359,423,488$978,863,872
93Highmount CapitalNew York, NY$1,961,752,064$972,752,064
94McGill AdvisorsCharlotte, NC$1,170,156,288$963,156,288
95Parsec Financial ManagementAsheville, NC$1,722,278,784$951,638,464
96Chesley, Taft & AssociatesChicago, IL$1,439,036,544$942,759,232
97Vicus CapitalState College, PA$1,094,395,264$929,507,472
98Retirement Advisors Of AmericaAddison, TX$1,865,766,528$929,034,944
99Linscomb & WilliamsHouston, TX$2,314,560,000$926,800,000
100Accredited Investors Wealth ManagementEdina, MN$1,444,419,712$914,419,712

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