For details on how firms qualified for this list, please see our METHODOLOGY.
Rank | Firm | Location | Total Assets | ETF Assets | |
---|---|---|---|---|---|
1. | SigFig Wealth Management | San Francisco, CA | $307,993,408 | $483,478,016 | |
2. | Berkshire Money Management | Dalton, MA | $464,188,544 | $448,934,016 | |
3. | Twele Capital Management | Minnetonka, MN | $465,999,264 | $434,055,008 | |
4. | Kays Financial Advisory Corp | Atlanta, GA | $495,103,936 | $394,017,984 | |
5. | Bouchey Financial Group | Troy, NY | $458,637,568 | $390,248,000 | |
6. | Advisory Alpha | Holland, MI | $484,941,408 | $365,481,984 | |
7. | Proffitt & Goodson | Knoxville, TN | $411,102,976 | $365,278,016 | |
8. | Gateway Advisory | Westfield, NJ | $487,110,144 | $327,991,008 | |
9. | AlphaStar Capital | Cornelius, NC | $471,853,504 | $295,782,016 | |
10. | Parker Investment Management | Menlo Park, CA | $358,762,400 | $272,305,984 | |
11. | Divergent Wealth Advisors | Midvale, UT | $298,342,816 | $268,920,000 | |
12. | Gilbert & Cook | Des Moines, IA | $405,558,624 | $267,340,000 | |
13. | Keen Wealth Advisors | Overland Park, KS | $351,285,984 | $266,450,000 | |
14. | Bluesky Wealth Advisors | New Bern, NC | $406,470,240 | $258,542,000 | |
15. | McAdam | Philadelphia, PA | $333,790,240 | $255,348,992 | |
16. | The Arkansas Financial Group | Little Rock, AR | $476,843,840 | $249,143,008 | |
17. | Jackson Wealth Management | Lake Mary, FL | $437,800,000 | $241,108,000 | |
18. | Flaharty Asset Management | Clearwater, FL | $387,762,880 | $239,456,000 | |
19. | Watermark Asset Management | San Ramon, CA | $408,118,272 | $233,994,000 | |
20. | CX Institutional | Auburn, IN | $352,817,696 | $233,090,000 | |
21. | Wellesley Investment Partners | Wellesley, MA | $406,441,280 | $223,762,000 | |
22. | McNamara Financial Services | Marshfield, MA | $402,301,664 | $222,964,992 | |
23. | Moller Financial Services | Northfield, IL | $421,312,800 | $220,888,000 | |
24. | Stordahl Capital Management | Greenwood Village, CO | $277,300,000 | $220,583,008 | |
25. | Probity Advisors | Dallas, TX | $393,284,512 | $218,014,000 | |
26. | Silicon Valley Capital Partners | San Jose, CA | $334,296,096 | $216,480,992 | |
27. | Allen Capital Group | Grand Island, NE | $449,074,976 | $215,580,000 | |
28. | Degreen Capital Management | Scottsdale, AZ | $223,256,368 | $213,078,000 | |
29. | Sensible Financial Planning | Waltham, MA | $438,103,264 | $212,723,008 | |
30. | The GenWealth Group | Maplewood, NJ | $222,000,000 | $212,235,008 | |
31. | Armbruster Capital Management | Pittsford, NY | $380,886,336 | $209,904,000 | |
32. | Piershale Financial Group | Barrington, IL | $251,404,688 | $201,914,000 | |
33. | Peavine Capital | Reno, NV | $495,000,000 | $198,767,008 | |
34. | Wooster Corthell Wealth Management | Glastonbury, CT | $283,788,800 | $196,123,008 | |
35. | Brickley Wealth Management | San Mateo, CA | $384,500,000 | $194,459,008 | |
36. | D. Scott Neal | Lexington, KY | $253,509,488 | $191,914,000 | |
37. | Kohmann Bosshard Financial | Akron, OH | $175,000,000 | $191,694,000 | |
38. | NTV Asset Management | Charleston, WV | $485,488,896 | $189,556,000 | |
39. | Tuttle Tactical Management | Riverside, CT | $225,111,104 | $186,514,000 | |
40. | Riverpoint Wealth Management | Chicago, IL | $409,000,000 | $185,998,000 | |
41. | Retirement Capital Strategies | San Jose, CA | $212,218,848 | $185,928,992 | |
42. | Niemann Capital Management | Carson City, NV | $199,547,648 | $184,982,000 | |
43. | Hudock Capital Group | Williamsport, PA | $483,574,880 | $183,844,992 | |
44. | Gainplan | Bloomfield Hills, MI | $238,590,144 | $183,259,008 | |
45. | Ironwood Financial | Tucson, AZ | $175,030,496 | $178,439,008 | |
46. | Stewardship Financial Advisors | Stockbridge, GA | $420,700,000 | $177,810,000 | |
47. | Edmonds Duncan | Lawrence, KS | $278,145,024 | $176,911,008 | |
48. | Boston Standard Wealth | Winchester, MA | $171,949,184 | $175,982,000 | |
49. | Starfire Investment Advisers | Southfield, MI | $470,264,096 | $174,682,000 | |
50. | Alliance Wealth Management Group | Flemington, NJ | $240,663,200 | $173,924,000 | |
51. | Wealthtrust Arizona | Scottsdale, AZ | $436,115,776 | $171,748,992 | |
52. | ETF Portfolio Partners | Leawood, KS | $173,431,520 | $162,520,000 | |
53. | Lifeplan Financial Group | Miamisburg, OH | $322,717,280 | $162,490,000 | |
54. | Rezny Wealth Management | Naperville, IL | $157,911,520 | $161,992,992 | |
55. | Courage Miller Partners | Norfolk, VA | $259,009,440 | $159,955,008 | |
56. | WrapManager | Mill Valley, CA | $341,198,080 | $159,078,000 | |
57. | Financial Coach | West Chester, PA | $174,118,512 | $158,348,992 | |
58. | Ken Stern & Associates | San Diego, CA | $408,191,584 | $157,572,000 | |
59. | Emerald Investment Partners | Cary, NC | $330,681,984 | $156,814,000 | |
60. | Stone House Investment Management | Tunkhannock, PA | $185,300,000 | $154,243,008 | |
61. | Premise Capital | Naperville, IL | $285,000,000 | $153,564,000 | |
62. | Stuart Chauss & Associates | Beverly Hills, CA | $145,459,936 | $151,735,008 | |
63. | Pinkerton Retirement Specialists | Coeur D'alene, ID | $449,084,448 | $151,046,000 | |
64. | H & A Wealth Advisors | Pittsburgh, PA | $242,277,744 | $147,739,008 | |
65. | Mokosak Advisory Group | Urbandale, IA | $145,872,080 | $143,695,008 | |
66. | Hochman Cole Investment Advisors | Deerfield, IL | $338,894,112 | $141,982,000 | |
67. | SimpliFi | San Diego, CA | $177,377,952 | $141,928,992 | |
68. | Mcilrath & Eck | Arlington, WA | $304,067,488 | $140,624,992 | |
69. | Ullmann Brown Wealth Advisors | Jacksonville Beach, FL | $422,556,992 | $138,400,992 | |
70. | Parkside Advisors | Berkeley, CA | $374,040,096 | $138,174,000 | |
71. | Hart Capital | Coeur D'alene, ID | $399,941,056 | $137,324,000 | |
72. | Wela Strategies | Atlanta, GA | $138,950,000 | $136,518,000 | |
73. | Minich MacGregor | Saratoga Springs, NY | $221,520,000 | $133,980,000 | |
74. | TMD & Associates | Scottsdale, AZ | $412,691,008 | $132,116,000 | |
75. | Exchange Capital Management | Ann Arbor, MI | $450,838,976 | $130,769,000 | |
76. | Rainey & Randall | Celebration, FL | $281,281,344 | $130,239,000 | |
77. | Billeaud Capital Management | Lafayette, LA | $386,999,840 | $130,215,000 | |
78. | Withum Wealth Management | Red Bank, NJ | $378,640,000 | $129,975,000 | |
79. | Ogorek Wealth Management | Williamsville, NY | $371,079,936 | $129,591,000 | |
80. | Eisneramper Wealth | Iselin, NJ | $403,633,728 | $129,477,000 | |
81. | USAdvisors Wealth Management | Eden Prairie, MN | $185,221,776 | $128,827,000 | |
82. | Leonard Rickey | Yakima, WA | $480,048,672 | $128,296,000 | |
83. | Colorado Capital Management | Boulder, CO | $354,188,768 | $128,182,000 | |
84. | Wealth Alliance Advisory Group | Wichita, KS | $266,923,232 | $127,798,000 | |
85. | Bernicke Wealth Management | Altoona, WI | $249,393,600 | $127,239,000 | |
86. | Hanson & Doremus | Burlington, VT | $439,614,752 | $127,026,000 | |
87. | Ford Financial Group | Fresno, CA | $337,931,264 | $126,986,000 | |
88. | Blue Bell Private Wealth | Blue Bell, PA | $404,148,544 | $126,591,000 | |
89. | Paradigm Financial Advisors | Des Peres, MO | $473,824,192 | $126,507,000 | |
90. | Mcmahon Financial Advisors | Pittsburgh, PA | $215,801,792 | $125,635,000 | |
91. | Berkeley Capital Partners | Norcross, GA | $368,626,336 | $124,984,000 | |
92. | Sterling Investment Advisors | Bolivar, MO | $141,761,504 | $121,971,000 | |
93. | Stillwater Investment Management | Stillwater, MN | $392,921,344 | $121,889,000 | |
94. | Shakespeare Wealth Management | Pewaukee, WI | $183,910,976 | $120,643,000 | |
95. | Jackson, Grant Investment Advisers | Stamford, CT | $306,687,008 | $120,556,000 | |
96. | Resource Planning Group | Atlanta, GA | $313,115,520 | $119,535,000 | |
97. | Franklin, Parlapiano, Turner & Welch | Houston, TX | $472,232,128 | $118,933,000 | |
98. | Jentner Wealth Management | Akron, OH | $370,262,496 | $117,736,000 | |
99. | Newman Dignan & Sheerar | Providence, RI | $403,686,112 | $117,608,000 | |
100. | Sonata Capital Group | Seattle, WA | $237,927,616 | $117,533,000 |