This year’s unique ranking showcases wealth management firms from $100 million to $500 million in assets under management as of October 31, 2017 that have grown at least 30% in the past five years. RIA Database ranked the Top 100 Emerging Wealth Managers using quantitative and qualitative criteria. RIA firms that provide comprehensive wealth management services as their core offerings were included. Broker/dealers and firms with a concentration on asset management services were excluded.

RankingFirmLocationTotal AUM
1.Three Bell Capital Los Altos, CA$490,165,088
2.Creekside Partners Financial Advisers Petaluma, CA$486,390,304
3.Coyle Financial CounselGlenview, IL$481,197,216
4.Roundview CapitalPrinceton, NJ$461,342,752
5.Naples Global AdvisorsNaples, FL$460,278,112
6ARS Wealth AdvisorsSt. Petersburg, FL$453,184,128
7Fulcrum CapitalSeattle, WA$450,051,968
8PrairieView PartnersSt. Paul, MN$442,467,008
9Portland Global Advisors Portland, ME$439,400,352
10Pinkerton Retirement SpecialistsCoeur D'alene, ID$437,537,824
11WorthPointeAustin, TX$434,300,000
12Aspen Capital ManagementBoise, ID$428,967,520
13Ensemble Capital ManagementBurlingame, CA$428,410,912
14JSF FinancialLos Angeles, CA$424,806,688
15AM Global Family Investment OfficeWest Palm Beach, FL$423,008,320
16Baxter Investment ManagementRiverside, CT$422,531,168
17The Capital Management CorporationGlen Allen, VA$421,600,448
18Atlas Capital Advisors San Francisco, CA$419,000,000
19YCGAustin, TX$415,927,296
20Greenline PartnersNew York, NY$413,890,464
21Brainard Capital Management Austin, TX$411,376,288
22Partners In Financial PlanningSalem, VA$410,349,216
23Black Coral Financial AdvisorsMount Olive, NJ$410,000,000
24Capital Planning Advisors Roseville, CA$408,000,000
25Efficient Frontier Advisors Eastford, CT$407,948,992
26Cahaba Wealth ManagementAtlanta, GA$404,117,760
27CDA GroupGreenville, SC$400,054,144
28Karn, Couzens & AssociatesFarmington, CT$397,457,824
29Blue Oak Capital Menlo Park, CA$396,782,528
30Lynch & AssociatesNewburgh, IN$396,548,256
31Rinehart Wealth & Investment AdvisoryCharlotte, NC$396,000,000
32Whitney & CompanyRochester, NY$395,688,960
33Intersect Capital San Ramon, CA$393,085,280
34RVW InvestingLos Angeles, CA$390,000,000
35Rappaport Reiches Capital ManagementSkokie, IL$389,731,328
36Wealth HealthRoseland, NJ$387,276,128
37Anfield Capital ManagementNewport Beach, CA$376,326,624
38Templeton Financial ServicesChandler, AZ$376,000,000
39Waypoint Wealth PartnersSan Francisco, CA$375,966,560
40Columbia River AdvisorsTacoma, WA$372,744,000
41Pathway Financial AdvisorsSouth Burlington, VT$371,668,992
42EisnerAmper Wealth ManagementIselin, NJ$368,705,536
43Proffitt & GoodsonKnoxville, TN$366,022,784
44Consilium Wealth ManagementSan Ramon, CA$365,937,344
45PartnersInWealthHouston, TX$363,542,304
46Kiley Juergens Wealth ManagementOlympia, WA$355,726,176
47Hamilton Point Investment AdvisorsChapel Hill, NC$354,287,904
48Cambridge AdvisorsOmaha, NE$353,581,760
49Greenway Family OfficeSt Louis, MO$353,244,736
50BFI InfinityZurich,$352,362,432
51Capital Wealth ManagementWest Warwick, RI$346,339,680
52Canal Capital ManagementRichmond, VA$342,152,672
53Gibraltar Capital ManagementTulsa, OK$340,404,736
54Blue Bell Private Wealth ManagementBlue Bell, PA$336,049,824
55Bluesky Wealth AdvisorsNew Bern, NC$335,730,240
56Double Bay Management & PlanningSan Francisco, CA$334,140,704
57Aevitas Wealth ManagementWellesley Hills, MA$326,392,224
58Sirius Wealth ManagementMenlo Park, CA$325,703,488
59Verity Investment PartnersBeaufort, SC$322,006,240
60Donnelly Wealth AdvisorsSan Diego, CA$319,634,400
61CJM Fiscal ManagementDeer Park, NY$316,430,016
62SJA Financial AdvisoryMenomonee Falls, WI$315,498,688
63Founders Capital ManagementEast Hartford, CT$313,677,792
64Wellesley Investment PartnersWellesley, MA$307,146,592
65Horan Capital AdvisorsCincinnati, OH$302,511,744
66Rootstock AdvisorsSewickley, PA$302,111,104
67FPL Capital ManagementMetairie, LA$300,632,512
68Armbruster Capital ManagementPittsford, NY$298,369,728
69The Sterling GroupPasadena, CA$296,360,800
70Ullmann Brown Wealth AdvisorsJacksonville Beach, FL$296,000,000
71Efficient Wealth ManagementThe Woodlands, TX$295,208,992
72Emerson Wealth ManagementBloomfield Hills, MI$294,561,600
73SC&H Financial AdvisorsSparks, MD$293,398,560
74Carlton, Hofferkamp & Jenks Wealth ManagementThe Woodlands, TX$292,024,512
75Market Street Wealth Management AdvisorsIndianapolis, IN$288,000,000
76Socius Family OfficeFort Lauderdale, FL$287,535,936
77Lewis Financial ManagementRaleigh, NC$287,311,008
78Stonegate Capital AdvisorsScottsdale, AZ$286,000,000
79TMD & AssociatesScottsdale, AZ$284,884,416
80Wealth & Pension Services GroupSmyrna, GA$284,365,120
81Withum Wealth ManagementRed Bank, NJ$284,000,000
82Sterling Investment Advisors Berwyn, PA$282,663,872
83SentinusOakbrook, IL$281,816,384
84Point View Wealth ManagementSummit, NJ$281,596,384
85Oakview Capital ManagementDallas, TX$280,787,616
86Wimmer Associates Pasadena, CA$280,603,232
87Keating Investment CounselorsDelray Beach, FL$280,500,096
88Tate Private Wealth AdvisersSacramento, CA$279,568,832
89Wealth Care Merritt Island, FL$279,000,000
90Peninsula WealthSan Francisco, CA$275,800,000
91Clarity FinancialHouston, TX$275,478,304
92Marshall & SullivanSeattle, WA$275,273,248
93Kassouf Wealth AdvisorsBirmingham, AL$274,159,008
94WJ InterestsSugar Land, TX$273,612,000
95Woodward Financial AdvisorsChapel Hill, NC$272,667,008
96Liberty Capital Management Birmingham, MI$272,563,904
97Waterloo Capital ManagementAustin, TX$271,000,000
98Beddow Capital ManagementJackson, WY$267,683,808
99Breeds Hill Capital Boston, MA$267,377,424
100Bulltick Wealth ManagementMiami, FL$266,640,400

< Previous Ten