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.
Ranking | Firm | Location | Total AUM |
---|---|---|---|
6. | ARS Wealth Advisors | St. Petersburg, FL | $453,184,128 |
7. | Fulcrum Capital | Seattle, WA | $450,051,968 |
8. | PrairieView Partners | St. Paul, MN | $442,467,008 |
9. | Portland Global Advisors | Portland, ME | $439,400,352 |
10. | Pinkerton Retirement Specialists | Coeur D'alene, ID | $437,537,824 |
11 | WorthPointe | Austin, TX | $434,300,000 |
12 | Aspen Capital Management | Boise, ID | $428,967,520 |
13 | Ensemble Capital Management | Burlingame, CA | $428,410,912 |
14 | JSF Financial | Los Angeles, CA | $424,806,688 |
15 | AM Global Family Investment Office | West Palm Beach, FL | $423,008,320 |
16 | Baxter Investment Management | Riverside, CT | $422,531,168 |
17 | The Capital Management Corporation | Glen Allen, VA | $421,600,448 |
18 | Atlas Capital Advisors | San Francisco, CA | $419,000,000 |
19 | YCG | Austin, TX | $415,927,296 |
20 | Greenline Partners | New York, NY | $413,890,464 |
21 | Brainard Capital Management | Austin, TX | $411,376,288 |
22 | Partners In Financial Planning | Salem, VA | $410,349,216 |
23 | Black Coral Financial Advisors | Mount Olive, NJ | $410,000,000 |
24 | Capital Planning Advisors | Roseville, CA | $408,000,000 |
25 | Efficient Frontier Advisors | Eastford, CT | $407,948,992 |
26 | Cahaba Wealth Management | Atlanta, GA | $404,117,760 |
27 | CDA Group | Greenville, SC | $400,054,144 |
28 | Karn, Couzens & Associates | Farmington, CT | $397,457,824 |
29 | Blue Oak Capital | Menlo Park, CA | $396,782,528 |
30 | Lynch & Associates | Newburgh, IN | $396,548,256 |
31 | Rinehart Wealth & Investment Advisory | Charlotte, NC | $396,000,000 |
32 | Whitney & Company | Rochester, NY | $395,688,960 |
33 | Intersect Capital | San Ramon, CA | $393,085,280 |
34 | RVW Investing | Los Angeles, CA | $390,000,000 |
35 | Rappaport Reiches Capital Management | Skokie, IL | $389,731,328 |
36 | Wealth Health | Roseland, NJ | $387,276,128 |
37 | Anfield Capital Management | Newport Beach, CA | $376,326,624 |
38 | Templeton Financial Services | Chandler, AZ | $376,000,000 |
39 | Waypoint Wealth Partners | San Francisco, CA | $375,966,560 |
40 | Columbia River Advisors | Tacoma, WA | $372,744,000 |
41 | Pathway Financial Advisors | South Burlington, VT | $371,668,992 |
42 | EisnerAmper Wealth Management | Iselin, NJ | $368,705,536 |
43 | Proffitt & Goodson | Knoxville, TN | $366,022,784 |
44 | Consilium Wealth Management | San Ramon, CA | $365,937,344 |
45 | PartnersInWealth | Houston, TX | $363,542,304 |
46 | Kiley Juergens Wealth Management | Olympia, WA | $355,726,176 |
47 | Hamilton Point Investment Advisors | Chapel Hill, NC | $354,287,904 |
48 | Cambridge Advisors | Omaha, NE | $353,581,760 |
49 | Greenway Family Office | St Louis, MO | $353,244,736 |
50 | BFI Infinity | Zurich, | $352,362,432 |
51 | Capital Wealth Management | West Warwick, RI | $346,339,680 |
52 | Canal Capital Management | Richmond, VA | $342,152,672 |
53 | Gibraltar Capital Management | Tulsa, OK | $340,404,736 |
54 | Blue Bell Private Wealth Management | Blue Bell, PA | $336,049,824 |
55 | Bluesky Wealth Advisors | New Bern, NC | $335,730,240 |
56 | Double Bay Management & Planning | San Francisco, CA | $334,140,704 |
57 | Aevitas Wealth Management | Wellesley Hills, MA | $326,392,224 |
58 | Sirius Wealth Management | Menlo Park, CA | $325,703,488 |
59 | Verity Investment Partners | Beaufort, SC | $322,006,240 |
60 | Donnelly Wealth Advisors | San Diego, CA | $319,634,400 |
61 | CJM Fiscal Management | Deer Park, NY | $316,430,016 |
62 | SJA Financial Advisory | Menomonee Falls, WI | $315,498,688 |
63 | Founders Capital Management | East Hartford, CT | $313,677,792 |
64 | Wellesley Investment Partners | Wellesley, MA | $307,146,592 |
65 | Horan Capital Advisors | Cincinnati, OH | $302,511,744 |
66 | Rootstock Advisors | Sewickley, PA | $302,111,104 |
67 | FPL Capital Management | Metairie, LA | $300,632,512 |
68 | Armbruster Capital Management | Pittsford, NY | $298,369,728 |
69 | The Sterling Group | Pasadena, CA | $296,360,800 |
70 | Ullmann Brown Wealth Advisors | Jacksonville Beach, FL | $296,000,000 |
71 | Efficient Wealth Management | The Woodlands, TX | $295,208,992 |
72 | Emerson Wealth Management | Bloomfield Hills, MI | $294,561,600 |
73 | SC&H Financial Advisors | Sparks, MD | $293,398,560 |
74 | Carlton, Hofferkamp & Jenks Wealth Management | The Woodlands, TX | $292,024,512 |
75 | Market Street Wealth Management Advisors | Indianapolis, IN | $288,000,000 |
76 | Socius Family Office | Fort Lauderdale, FL | $287,535,936 |
77 | Lewis Financial Management | Raleigh, NC | $287,311,008 |
78 | Stonegate Capital Advisors | Scottsdale, AZ | $286,000,000 |
79 | TMD & Associates | Scottsdale, AZ | $284,884,416 |
80 | Wealth & Pension Services Group | Smyrna, GA | $284,365,120 |
81 | Withum Wealth Management | Red Bank, NJ | $284,000,000 |
82 | Sterling Investment Advisors | Berwyn, PA | $282,663,872 |
83 | Sentinus | Oakbrook, IL | $281,816,384 |
84 | Point View Wealth Management | Summit, NJ | $281,596,384 |
85 | Oakview Capital Management | Dallas, TX | $280,787,616 |
86 | Wimmer Associates | Pasadena, CA | $280,603,232 |
87 | Keating Investment Counselors | Delray Beach, FL | $280,500,096 |
88 | Tate Private Wealth Advisers | Sacramento, CA | $279,568,832 |
89 | Wealth Care | Merritt Island, FL | $279,000,000 |
90 | Peninsula Wealth | San Francisco, CA | $275,800,000 |
91 | Clarity Financial | Houston, TX | $275,478,304 |
92 | Marshall & Sullivan | Seattle, WA | $275,273,248 |
93 | Kassouf Wealth Advisors | Birmingham, AL | $274,159,008 |
94 | WJ Interests | Sugar Land, TX | $273,612,000 |
95 | Woodward Financial Advisors | Chapel Hill, NC | $272,667,008 |
96 | Liberty Capital Management | Birmingham, MI | $272,563,904 |
97 | Waterloo Capital Management | Austin, TX | $271,000,000 |
98 | Beddow Capital Management | Jackson, WY | $267,683,808 |
99 | Breeds Hill Capital | Boston, MA | $267,377,424 |
100 | Bulltick Wealth Management | Miami, FL | $266,640,400 |