For details on how firms qualified for this list, please see our METHODOLOGY.
Rank | Firm | Location | Total Assets | ETF Assets |
---|---|---|---|---|
1 | Creative Planning | Overland Park, KS | $45,757,165,568 | $23,852,843,008 |
2 | Financial Engines | Sunnyvale, CA | $181,300,002,816 | $18,489,626,624 |
3 | Wealthfront | Palo Alto, CA | $13,588,026,368 | $10,827,053,056 |
4 | AssetMark | Concord, CA | $29,542,086,656 | $9,773,390,848 |
5 | United Capital | Newport Beach, CA | $22,056,499,200 | $7,558,474,752 |
6 | First Republic | San Francisco, CA | $78,291,034,112 | $6,801,684,992 |
7 | Personal Capital | San Francisco, CA | $8,558,609,408 | $6,561,253,888 |
8 | Hightower Advisors | Chicago, IL | $48,069,832,704 | $6,414,631,936 |
9 | Carson Wealth | Omaha, NE | $7,502,979,072 | $4,423,804,928 |
10 | Mariner Wealth Advisors | Overland Park, KS | $22,043,092,992 | $4,184,108,032 |
11 | Private Advisor Group | Morristown, NJ | $19,398,811,648 | $3,990,225,920 |
12 | Boston Private Wealth | Boston, MA | $12,827,948,032 | $2,586,512,896 |
13 | Mercer Global Advisors | Denver, CO | $10,687,217,664 | $2,469,710,080 |
14 | Allworth Financial | Sacramento, CA | $4,208,376,576 | $2,429,697,024 |
15 | FormulaFolios | Grand Rapids, MI | $3,201,913,088 | $2,407,627,008 |
16 | AE Wealth | Topeka, KS | $5,526,239,232 | $2,347,879,936 |
17 | Wealth Enhancement | Plymouth, MN | $8,386,250,752 | $2,246,789,120 |
18 | Beacon Capital | Dayton, OH | $2,758,689,024 | $2,178,672,896 |
19 | Sawtooth Solutions | Minneapolis, MN | $6,104,699,904 | $1,999,524,992 |
20 | Avantax Advisory Services | Irving, TX | $23,360,110,592 | $1,920,578,944 |
21 | Adhesion Wealth | Charlotte, NC | $3,219,685,632 | $1,847,288,064 |
22 | Alesco Advisors | Pittsford, NY | $3,368,348,416 | $1,780,446,976 |
23 | ARGI | Louisville, KY | $2,162,650,880 | $1,692,077,952 |
24 | Sullivan, Bruyette, Speros & Blayney | Mclean, VA | $3,518,350,592 | $1,486,603,008 |
25 | Pinnacle Advisory Group | Columbia, MD | $1,954,331,776 | $1,405,223,040 |
26 | Honkamp Krueger | Dubuque, IA | $3,160,640,256 | $1,394,676,992 |
27 | Stratos Wealth Partners | Beachwood, OH | $5,443,576,320 | $1,280,131,968 |
28 | SPC | Ann Arbor, MI | $3,598,547,456 | $1,264,269,952 |
29 | Choate Investment Advisors | Boston, MA | $4,495,300,608 | $1,238,466,048 |
30 | Gradient Investments | Arden Hills, MN | $2,123,994,112 | $1,224,326,016 |
31 | Wealthspire Advisors | New York, NY | $4,994,190,848 | $1,129,721,984 |
32 | Destination Wealth Management | Walnut Creek, CA | $2,249,193,472 | $1,100,194,048 |
33 | AdvicePeriod | Los Angeles, CA | $2,867,046,912 | $1,080,546,944 |
34 | Truepoint | Cincinnati, OH | $2,731,503,616 | $1,067,956,992 |
35 | Sequoia Financial Group | Akron, OH | $3,916,656,384 | $1,048,432,000 |
36 | Brinker Capital | Berwyn, PA | $20,835,291,136 | $1,023,841,984 |
37 | GWM Advisors | Baton Rouge, LA | $2,537,217,024 | $1,021,188,992 |
38 | SEIA | Los Angeles, CA | $6,223,150,080 | $988,812,032 |
39 | BKD Wealth Advisors | Springfield, MO | $3,229,064,704 | $966,921,984 |
40 | B O S | San Francisco, CA | $4,056,828,928 | $956,137,024 |
41 | JMG Financial Group | Downers Grove, IL | $2,674,956,032 | $952,396,032 |
42 | Wharton Business Group | Malvern, PA | $2,328,322,816 | $887,390,016 |
43 | Capital Investment Advisors | Atlanta, GA | $2,183,600,128 | $879,129,984 |
44 | Wealthspire Advisors | Potomac, MD | $5,835,341,824 | $865,897,984 |
45 | Moneta Group | St. Louis, MO | $20,257,468,416 | $859,206,016 |
46 | Lido Advisors | Los Angeles, CA | $4,086,490,624 | $815,558,016 |
47 | Wealthcare Capital | Richmond, VA | $1,264,008,576 | $808,926,976 |
48 | Grimes & Company | Westborough, MA | $2,376,401,664 | $801,099,008 |
49 | Sand Hill Global | Palo Alto, CA | $2,050,434,560 | $772,003,008 |
50 | MyCIO Wealth Partners | Philadelphia, PA | $7,377,052,160 | $770,579,968 |
51 | Miracle Mile Advisors | Los Angeles, CA | $1,399,690,496 | $768,529,024 |
52 | Resources Investment Advisors | Overland Park, KS | $24,827,437,056 | $757,089,984 |
53 | Linscomb & Williams | Houston, TX | $3,685,209,600 | $754,326,016 |
54 | Evensky & Katz | Coral Gables, FL | $1,741,534,720 | $732,432,000 |
55 | Karpus Investment Management | Pittsford, NY | $3,443,416,064 | $716,806,016 |
56 | Baystate Wealth Management | Boston, MA | $1,252,833,280 | $708,358,976 |
57 | Portfolio Solutions | Troy, MI | $1,355,347,072 | $694,755,968 |
58 | AdvisorNet Wealth Management | Minneapolis, MN | $1,983,990,656 | $694,574,976 |
59 | Mission Wealth Management | Santa Barbara, CA | $1,884,007,040 | $688,561,024 |
60 | Bok Financial Private Wealth | Denver, CO | $2,709,441,536 | $680,064,000 |
61 | Eqis Capital Management | San Rafael, CA | $1,837,922,560 | $678,377,024 |
62 | Conservest Capital Advisors | Wynnewood, PA | $1,082,481,536 | $676,721,024 |
63 | Sage Financial Group Inc. | West Conshohocken, PA | $1,838,268,672 | $669,801,984 |
64 | Waldron Private Wealth | Bridgeville, PA | $1,836,003,968 | $669,102,016 |
65 | Adviser Investments | Newton, MA | $5,014,033,408 | $668,417,984 |
66 | Parallel Advisors | San Francisco, CA | $2,386,830,080 | $663,510,016 |
67 | HBKS Wealth Advisors | Erie, PA | $3,973,405,952 | $653,510,976 |
68 | Empirical Wealth | Seattle, WA | $1,978,451,200 | $652,113,984 |
69 | SVA Wealth Management | Madison, WI | $2,681,232,640 | $646,872,000 |
70 | Capital Analysts | Fort Washington, PA | $4,400,630,272 | $645,382,016 |
71 | Financial Advocates | Olympia, WA | $2,834,884,096 | $637,110,976 |
72 | LBMC Investment Advisors | Brentwood, TN | $1,064,341,376 | $614,985,984 |
73 | Balasa Dinverno Foltz | Itasca, IL | $4,136,748,288 | $614,636,992 |
74 | Legacy Wealth | Memphis, TN | $1,225,200,384 | $610,905,024 |
75 | Badgley Phelps | Seattle, WA | $2,636,476,928 | $607,710,976 |
76 | DT Investment Partners | Chadds Ford, PA | $1,256,900,864 | $606,852,992 |
77 | GenTrust | Miami, FL | $1,500,172,416 | $602,390,016 |
78 | Sowell Management | North Little Rock, AR | $1,960,636,800 | $592,678,016 |
79 | Annex Wealth Management | Elm Grove, WI | $2,444,755,712 | $574,755,968 |
80 | Capstone Financial Advisors | Downers Grove, IL | $1,421,196,288 | $562,108,032 |
81 | Lenox Wealth Advisors | New York, NY | $1,276,221,440 | $561,200,000 |
82 | Ritholtz Wealth Management | New York, NY | $1,003,981,440 | $558,396,992 |
83 | Efficient Advisors | Philadelphia, PA | $1,075,054,208 | $547,113,024 |
84 | Wealthcare | West Chester, PA | $1,075,740,672 | $546,993,024 |
85 | MCF Advisors | Covington, KY | $1,551,191,936 | $545,872,000 |
86 | Planning Alternatives | Bloomfield Hills, MI | $1,017,110,528 | $534,744,992 |
87 | FEG | Cincinnati, OH | $11,816,418,304 | $533,809,984 |
88 | Northrock Partners | Minneapolis, MN | $1,287,941,376 | $531,267,008 |
89 | Altium Wealth Management | Purchase, NY | $1,202,940,672 | $526,419,008 |
90 | Brouwer & Janachowski | Mill Valley, CA | $1,785,438,208 | $524,471,008 |
91 | Klingman | New York, NY | $1,779,337,600 | $517,104,992 |
92 | Pure Financial | San Diego, CA | $2,278,679,552 | $501,409,984 |
93 | Telemus Capital | Southfield, MI | $2,590,057,472 | $501,343,008 |
94 | Valeo Financial Advisors | Indianapolis, IN | $3,750,482,688 | $497,652,992 |
95 | Heritage Wealth Advisors | Richmond, VA | $1,642,161,536 | $497,288,992 |
96 | Emery Howard | Burlingame, CA | $1,211,889,920 | $492,816,000 |
97 | CKW Financial Group | Honolulu, HI | $1,217,849,344 | $491,047,008 |
98 | GW & Wade | Wellesley, MA | $5,928,187,392 | $486,033,984 |
99 | Vista Capital | Portland, OR | $1,340,404,992 | $485,676,000 |
100 | Total Investment Management | Scottsdale, AZ | $1,016,219,136 | $479,448,000 |