For details on how firms qualified for this list, please see our METHODOLOGY.
Ranking | Firm | Location | Total AUM |
---|---|---|---|
1 | Creative Planning | Overland Park, KS | $90,033,700,864 |
2 | Financial Engines Advisors | Santa Clara, CA | $260,099,997,696 |
3 | Wealthfront Advisers | Palo Alto, CA | $21,456,003,072 |
4 | Assetmark | Concord, CA | $46,986,821,632 |
5 | Hightower Advisors | Chicago, IL | $74,499,997,696 |
6 | Personal Capital | San Francisco, CA | $16,150,573,056 |
7 | Carson Group | Omaha, NE | $15,210,614,784 |
8 | Mercer Global Advisors | Denver, CO | $19,869,911,040 |
9 | AE Wealth Management | Topeka, KS | $12,637,104,128 |
10 | First Command Advisory Services | Fort Worth, TX | $14,684,871,680 |
11 | Wealth Enhancement Advisory Services | Plymouth, MN | $24,264,054,784 |
12 | Churchill Management Group | Los Angeles, CA | $6,566,607,360 |
13 | Acorns | Irvine, CA | $4,736,343,040 |
14 | Allworth Financial | Folsom, CA | $10,118,711,296 |
15 | Kestra Advisory Services | Austin, TX | $34,791,079,936 |
16 | Veritable | Newtown Square, PA | $17,635,674,112 |
17 | Boston Private Wealth | Boston, MA | $14,427,653,120 |
18 | The Mather Group | Chicago, IL | $5,613,688,320 |
19 | Homrich Berg | Atlanta, GA | $8,929,222,656 |
20 | Wealthspire Advisors | New York, NY | $10,943,379,456 |
21 | Buckingham Strategic Wealth | St Louis, MO | $21,316,907,008 |
22 | Alesco Advisors | Pittsford, NY | $4,249,736,192 |
23 | Horizon Investments | Charlotte, NC | $3,409,441,024 |
24 | Matson Money | Mason, OH | $16,362,929,152 |
25 | ARGI Investment Services | Louisville, KY | $3,700,382,208 |
26 | Ballentine Partners | Waltham, MA | $8,673,380,352 |
27 | Steward Partners Investment Advisory | New York, NY | $9,824,105,472 |
28 | Lido Advisors | Los Angeles, CA | $7,692,386,816 |
29 | Beacon Capital Management | Dayton, OH | $3,342,878,720 |
30 | Stratos Wealth Partners | Beachwood, OH | $8,498,228,736 |
31 | Integrated Wealth Concepts | Waltham, MA | $5,005,059,072 |
32 | Gradient Investments | Arden Hills, MN | $3,237,742,592 |
33 | Sequoia Financial Group | Akron, OH | $5,547,443,200 |
34 | Foundations Investment Advisors | Phoenix, AZ | $1,945,650,816 |
35 | SigFig Wealth Management | Tucson, AZ | $1,422,144,384 |
36 | Evoke Advisors | Los Angeles, CA | $7,703,721,984 |
37 | SPC | Ann Arbor, MI | $5,588,131,328 |
38 | Avantax Planning Partners | Dubuque, IA | $4,592,459,776 |
39 | Swan Global Investments | Durango, CO | $2,207,815,936 |
40 | Clark Capital Management Group | Philadelphia, PA | $17,305,231,360 |
41 | BKD Wealth Advisors | Springfield, MO | $4,977,812,992 |
42 | JMG Financial Group Ltd | Downers Grove, IL | $3,788,218,880 |
43 | Goss Advisors | New Orleans, LA | $5,681,830,400 |
44 | Truepoint | Cincinnati, OH | $3,864,680,704 |
45 | SignatureFD | Atlanta, GA | $4,577,996,800 |
46 | Modera Wealth Management | Westwood, NJ | $4,957,474,304 |
47 | Spire Wealth Management | Reston, VA | $4,259,478,784 |
48 | Resources Investment Advisors | Overland Park, KS | $64,797,868,032 |
49 | Beacon Pointe Advisors | Newport Beach, CA | $12,441,992,192 |
50 | Moneta Group Investment Advisors | St. Louis, MO | $27,417,700,352 |
51 | RSM US Wealth Management | Minneapolis, MN | $7,464,411,648 |
52 | Angeles Investment Advisors | Santa Monica, CA | $6,599,133,184 |
53 | AdvicePeriod | Los Angeles, CA | $4,458,760,704 |
54 | SEIA | Los Angeles, CA | $10,209,320,960 |
55 | Johnson Investment Counsel | Cincinnati, OH | $15,525,433,344 |
56 | Aspiriant | Los Angeles, CA | $14,512,798,720 |
57 | AJ Wealth | New York, NY | $2,036,999,936 |
58 | Mission Wealth Management | Santa Barbara, CA | $3,725,610,496 |
59 | Miracle Mile Advisors | Los Angeles, CA | $2,012,823,424 |
60 | RegentAtlantic | Morristown, NJ | $5,156,329,472 |
61 | Grimes & Company | Westborough, MA | $3,459,680,768 |
62 | Tiedemann Advisors | New York, NY | $18,414,999,552 |
63 | Madison Asset Management | Madison, WI | $5,314,374,656 |
64 | Trilogy Capital | Huntington Beach, CA | $1,366,034,816 |
65 | Carroll Financial Associates Inc | Charlotte, NC | $4,085,363,200 |
66 | Advisory Services Network | Atlanta, GA | $4,433,167,360 |
67 | Destination Wealth Management | Walnut Creek, CA | $3,226,536,192 |
68 | Karpus Investment Management | Pittsford, NY | $4,094,689,536 |
69 | Capital Investment Advisors | Atlanta, GA | $3,227,446,016 |
70 | Parallel Advisors | San Francisco, CA | $3,811,586,304 |
71 | Sand Hill Global Advisors | Palo Alto, CA | $3,082,624,256 |
72 | TownSquare Capital | Provo, UT | $3,609,502,464 |
73 | Halbert Hargrove | Long Beach, CA | $2,762,891,008 |
74 | B|O|S | San Francisco, CA | $5,023,099,392 |
75 | Geode Capital Management | Boston, MA | $682,132,701,184 |
76 | Independent Financial Partners | Tampa, FL | $8,991,757,312 |
77 | F.L.Putnam Investment Management Co. | Wellesley, MA | $3,721,873,664 |
78 | Choate Investment Advisors | Boston, MA | $5,740,825,600 |
79 | HBKS Wealth Advisors | Erie, PA | $4,247,821,824 |
80 | Advisory Alpha | Holland, MI | $1,245,457,664 |
81 | NorthCoast Asset Management | Greenwich, CT | $2,131,246,080 |
82 | Linscomb & Williams | Houston, TX | $4,218,658,560 |
83 | Waldron Private Wealth | Bridgeville, PA | $3,455,593,216 |
84 | Wealthcare Advisory Partners | West Chester, PA | $2,550,559,488 |
85 | Wharton Business Group | Malvern, PA | $3,069,704,704 |
86 | Pure Financial Advisors | San Diego, CA | $3,291,653,120 |
87 | Strategic Financial Services | Utica, NY | $1,582,080,640 |
88 | Plancorp | Saint Louis, MO | $5,067,823,616 |
89 | Balasa Dinverno Foltz | Itasca, IL | $5,366,480,384 |
90 | FEG | Cincinnati, OH | $15,227,459,584 |
91 | Full Sail Capital | Oklahoma City, OK | $1,331,014,144 |
92 | Jaffe Tilchin Investment Partners | Tampa, FL | $1,151,320,704 |
93 | Hamilton Capital | Columbus, OH | $2,911,016,448 |
94 | Mutual Advisors | Casper, WY | $3,592,868,864 |
95 | Heritage Wealth Advisors | Richmond, VA | $2,668,745,216 |
96 | Ritholtz Wealth Management | New York, NY | $1,806,283,392 |
97 | Capital Analysts | Fort Washington, PA | $6,058,742,784 |
98 | Valeo Financial Advisors | Carmel, IN | $6,391,630,848 |
99 | BakerAvenue | San Francisco, CA | $2,039,786,496 |
100 | Connecticut Wealth Management | Farmington, CT | $2,095,753,088 |