For details on how firms qualified for this list, please see our METHODOLOGY.
Rank | Firm | Location | Total Assets | ETF Assets |
---|---|---|---|---|
1. | Hightower Advisors | Chicago, IL | $42,288,906,240 | $4,773,821,952 |
2. | Personal Capital | San Francisco, CA | $7,912,150,528 | $4,707,264,000 |
3. | Swan Global Investments | Durango, CO | $5,030,832,128 | $4,483,371,008 |
4. | Beacon Capital | Dayton, OH | $2,682,801,664 | $2,442,366,976 |
5. | Allworth Financial (formerly Hanson McClain) | Sacramento, CA | $2,485,970,688 | $2,072,003,968 |
6. | Alesco Advisors | Pittsford, NY | $3,306,752,512 | $1,817,726,976 |
7. | Envestnet (formerly FDX Advisors) | Sacramento, CA | $8,627,936,256 | $1,750,040,960 |
8. | Wealth Enhancement Advisory Services | Plymouth, MN | $7,396,796,416 | $1,466,941,056 |
9. | ARGI Investment Services | Louisville, KY | $1,847,558,528 | $1,457,853,056 |
10. | Balentine | Atlanta, GA | $2,472,769,024 | $1,416,861,056 |
11. | Pinnacle Advisory Group | Columbia, MD | $2,050,437,504 | $1,406,473,984 |
12. | Stratos Wealth Partners | Beachwood, OH | $5,848,538,112 | $1,342,342,016 |
13. | The Mather Group | Chicago, IL | $2,856,853,504 | $1,089,442,944 |
14. | Truepoint | Cincinnati, OH | $2,807,138,304 | $1,088,161,024 |
15. | Destination Wealth Management | Walnut Creek, CA | $2,252,843,264 | $1,076,604,032 |
16. | JMG Financial Group | Downers Grove, IL | $2,578,366,976 | $952,638,016 |
17. | Bingham, Osborn & Scarborough | San Francisco, CA | $4,294,742,016 | $950,819,968 |
18. | Sullivan, Bruyette, Speros & Blayney | Mclean, VA | $3,471,658,240 | $943,676,032 |
19. | AdvicePeriod | Los Angeles, CA | $2,266,366,208 | $917,782,016 |
20. | Steward Partners | New York, NY | $5,250,265,088 | $856,353,984 |
21. | Wealthcare Capital Management | Richmond, VA | $1,339,176,960 | $848,494,976 |
22. | BKD Wealth | Springfield, MO | $3,094,694,400 | $831,316,992 |
23. | Sand Hill Global | Palo Alto, CA | $2,226,586,624 | $812,075,008 |
24. | EQIS Capital | San Rafael, CA | $2,162,429,952 | $783,662,016 |
25. | Linscomb & Williams | Houston, TX | $2,965,411,328 | $746,694,976 |
26. | Fairport Asset Management | Cleveland, OH | $1,774,514,688 | $746,481,984 |
27. | Miracle Mile Advisors | Los Angeles, CA | $1,041,042,624 | $735,646,016 |
28. | Portfolio Solutions | Troy, MI | $1,542,479,232 | $718,961,024 |
29. | Aviance Capital | Sarasota, FL | $1,509,106,304 | $707,336,000 |
30. | Bronfman Rothschild | Rockville, MD | $6,146,256,384 | $700,988,032 |
31. | Grimes & Company | Westborough, MA | $2,178,697,472 | $690,060,032 |
32. | Balasa Dinverno Foltz | Itasca, IL | $4,153,839,360 | $668,889,024 |
33. | Conservest | Wynnewood, PA | $1,207,000,064 | $659,398,016 |
34. | SEIA | Los Angeles, CA | $5,826,012,672 | $649,574,016 |
35. | Carroll Financial | Charlotte, NC | $2,476,825,344 | $636,153,024 |
36. | KLS Advisors | New York, NY | $6,202,414,592 | $626,376,000 |
37. | Sigma Investment Counselors | Northville, MI | $968,443,840 | $610,163,968 |
38. | Jordan Park Group | San Francisco, CA | $8,128,073,728 | $604,691,008 |
39. | Efficient Advisors | Philadelphia, PA | $937,261,888 | $584,137,024 |
40. | LBMC | Brentwood, TN | $1,159,138,944 | $582,883,968 |
41. | Planning Alternatives | Bloomfield Hills, MI | $1,102,699,904 | $576,009,984 |
42. | Badgley Phelps Wealth Managers | Seattle, WA | $2,489,866,752 | $570,747,008 |
43. | GWM Advisors | Baton Rouge, LA | $1,282,615,040 | $569,673,024 |
44. | DT Investment Partners | Chadds Ford, PA | $988,505,600 | $553,585,984 |
45. | The Milwaukee Company | Thiensville, WI | $599,068,288 | $552,558,976 |
46. | Acropolis | St. Louis, MO | $1,284,920,576 | $552,414,976 |
47. | Nottingham Advisors | Amherst, NY | $1,176,127,488 | $551,251,008 |
48. | Financial Advocates | Olympia, WA | $3,560,265,984 | $550,934,976 |
49. | SVA Plumb Wealth Management | Madison, WI | $2,602,321,408 | $550,152,000 |
50. | EP Wealth Advisors | Torrance, CA | $3,600,000,000 | $548,150,976 |
51. | Mission Wealth Management | Santa Barbara, CA | $1,877,200,000 | $543,849,984 |
52. | True Private Wealth Advisors | Salem, OR | $907,768,320 | $526,856,128 |
53. | Tower View | Milwaukee, WI | $149,500,000 | $522,350,016 |
54. | Annex Wealth Management | Elm Grove, WI | $1,827,522,432 | $517,884,000 |
55. | Hbks Wealth Advisors | Erie, PA | $3,448,044,032 | $517,784,992 |
56. | Polaris Greystone | San Rafael, CA | $1,453,096,064 | $516,700,992 |
57. | Baystate Wealth Management | Boston, MA | $1,127,104,896 | $516,593,984 |
58. | South Texas Money Management | San Antonio, TX | $3,315,927,552 | $512,951,008 |
59. | Brouwer & Janachowski | Mill Valley, CA | $1,662,553,728 | $512,393,984 |
60. | Evergreen Capital | Bellevue, WA | $2,296,599,040 | $511,806,016 |
61. | MCF Advisors | Covington, KY | $1,549,233,408 | $508,246,016 |
62. | Cardan Capital Partners | Denver, CO | $702,096,384 | $505,593,984 |
63. | Legacy Wealth Management | Memphis, TN | $1,252,480,896 | $498,641,984 |
64. | Ckw Financial Group | Honolulu, HI | $1,207,898,752 | $496,624,992 |
65. | Emery Howard | Burlingame, CA | $1,244,945,536 | $486,828,992 |
66. | SigFig Wealth Management | San Francisco, CA | $307,993,408 | $483,478,016 |
67. | Phillips Financial | Fort Wayne, IN | $898,872,448 | $482,648,992 |
68. | Vista Capital Partners | Portland, OR | $1,365,473,024 | $471,699,008 |
69. | Vicus Capital | State College, PA | $1,427,219,712 | $461,723,008 |
70. | Berkshire Money Management | Dalton, MA | $464,188,544 | $448,934,016 |
71. | NewSquare Capital | Newtown Square, PA | $572,203,136 | $445,446,016 |
72. | Klingman And Associates | New York, NY | $1,790,190,336 | $444,216,992 |
73. | 3D Asset Management | Hartford, CT | $577,105,088 | $441,396,992 |
74. | Total Investment Management | Scottsdale, AZ | $1,010,023,104 | $438,680,992 |
75. | Joyn Advisors | Atlanta, GA | $1,442,637,184 | $437,479,008 |
76. | Crestwood Advisors | Boston, MA | $1,831,697,664 | $435,024,992 |
77. | Twele Capital Management | Minnetonka, MN | $465,999,264 | $434,055,008 |
78. | Parallel Advisors | San Francisco, CA | $1,875,594,624 | $431,313,984 |
79. | Courier Capital | Buffalo, NY | $1,684,935,552 | $431,232,000 |
80. | Level Four Advisory Services | Plano, TX | $2,986,242,048 | $423,836,992 |
81. | Joel Isaacson & Company | New York, NY | $3,856,659,200 | $421,120,000 |
82. | Brighton Jones | Seattle, WA | $4,961,251,840 | $419,296,992 |
83. | SPC Financial | Rockville, MD | $768,435,072 | $417,488,000 |
84. | Private Vista | Oak Brook, IL | $1,697,233,408 | $407,124,992 |
85. | Parsec Financial Management | Asheville, NC | $2,559,399,168 | $406,384,000 |
86. | Stairway Partners | Chicago, IL | $675,379,328 | $406,260,000 |
87. | Pure Financial Advisors | San Diego, CA | $2,016,932,736 | $402,715,008 |
88. | Kays Financial | Atlanta, GA | $495,103,936 | $394,017,984 |
89. | Capital Advantage | Lafayette, CA | $661,299,968 | $393,776,000 |
90. | Bouchey Financial Group | Troy, NY | $458,637,568 | $390,248,000 |
91. | LVZ Advisors | Holland, MI | $523,153,984 | $389,025,984 |
92. | Mariner Wealth Advisors (formerly Patriot Wealth Management) | Houston, TX | $1,864,031,360 | $377,815,008 |
93. | Krilogy Financial | St. Louis, MO | $918,608,064 | $368,152,992 |
94. | Advisory Alpha | Holland, MI | $484,941,408 | $365,481,984 |
95. | Proffitt & Goodson | Knoxville, TN | $411,102,976 | $365,278,016 |
96. | Valeo Financial | Indianapolis, IN | $3,344,771,840 | $360,414,016 |
97. | Strategic Financial | Utica, NY | $1,182,464,000 | $360,185,984 |
98. | Quantitative Advantage | Minnetonka, MN | $429,913,664 | $359,432,992 |
99. | Halbert Hargrove | Long Beach, CA | $2,523,343,104 | $356,793,984 |
100. | Tanglewood Total Wealth Management | Houston, TX | $898,179,136 | $353,742,016 |