For details on how firms qualified for this list, please see our METHODOLOGY.

RankingFirmLocationTotal AUM
1.Creative PlanningOverland Park, KS$45,081,763,840
2.Plante MoranSouthfield, MI$17,273,989,120
3.Wealth Enhancement Advisory ServicesPlymouth, MN$13,821,545,472
4.WealthfrontPalo Alto, CA$13,588,026,368
5.Personal CapitalSan Francisco, CA$12,240,728,064
6.CarsonOmaha, NE$11,897,042,944
7.AE Wealth ManagementTopeka, KS$8,583,746,560
8.SEIALos Angeles, CA$8,235,801,088
9.Everett HarrisLos Angeles, CA$7,960,333,824
10.Steward PartnersNew York, NY$7,347,561,472
11.Johnson WealthMilwaukee, WI$7,321,671,680
12.IRA GroupAtlanta, GA$7,044,548,096
13.EP Wealth AdvisorsTorrance, CA$6,929,999,872
14.Summit Trail AdvisorsNew York, NY$6,817,829,376
15.CV AdvisorsAventura, FL$6,810,503,680
16.Savant Capital ManagementRockford, IL$6,752,191,488
17.Ferguson WellmanPortland, OR$5,961,638,400
18.Adviser InvestmentsNewton, MA$5,836,033,024
19.ClearsteadCleveland, OH$5,777,114,112
20.Stratos Wealth PartnersBeachwood, OH$5,707,041,792
21.Westminster ConsultingRochester, NY$5,408,150,016
22.Orgel Wealth ManagementAltoona, WI$5,068,194,304
23.Ropes Wealth AdvisorsBoston, MA$5,013,720,576
24.Gofen And GlossbergChicago, IL$4,968,003,584
25.R. M. DavisPortland, ME$4,856,532,992
26.Dowling & YahnkeSan Diego, CA$4,730,371,072
27.Strategic Capital Allocation GroupBoston, MA$4,703,719,936
28.B O SSan Francisco, CA$4,627,347,456
29.Sequoia Financial GroupAkron, OH$4,617,802,240
30.Balasa Dinverno FoltzItasca, IL$4,595,062,784
31.Wealthspire AdvisorsPotomac, MD$4,592,063,488
32.SPCAnn Arbor, MI$4,557,672,448
33.Forum Financial ManagementLombard, IL$4,547,951,616
34.PlancorpSaint Louis, MO$4,538,740,736
35.Prime BuchholzPortsmouth, NH$4,494,816,256
36.Sullivan, Bruyette, Speros & BlayneyMclean, VA$4,294,682,112
37.BrightworthAtlanta, GA$4,034,376,192
38.BC AdvisorsMt. Laurel, NJ$4,000,105,728
39.Focuspoint SolutionsPortland, OR$3,977,352,704
40.Linscomb & WilliamsHouston, TX$3,844,536,576
41.AFS AdvisorsSuwanee, GA$3,813,669,632
42.Wellspring Capital AdvisorsChicago, IL$3,775,000,064
43.The Mather GroupChicago, IL$3,684,521,728
44.Cumberland AdvisorsSarasota, FL$3,565,385,984
45.Alesco AdvisorsPittsford, NY$3,540,629,504
46.Inverness CounselNew York, NY$3,523,370,240
47.Spire Wealth ManagementReston, VA$3,495,598,080
48.Focus FinancialMinneapolis, MN$3,495,387,904
49.Integrated Wealth ConceptsWaltham, MA$3,495,076,096
50.AdvicePeriodLos Angeles, CA$3,467,735,552
51.Crescent Grove AdvisorsLake Forest, IL$3,414,444,288
52.TFO PhoenixPhoenix, AZ$3,409,656,832
53.Alamo AdvisorsSan Antonio, TX$3,394,429,440
54.Advisornet Wealth ManagementMinneapolis, MN$3,382,426,368
55.Financial Advocates Investment ManagementOlympia, WA$3,284,898,816
56.Douglass Winthrop AdvisorsNew York, NY$3,265,196,288
57.Clifford Swan Investment CounselorsPasadena, CA$3,253,014,784
58.Exencial Wealth AdvisorsOklahoma City, OK$3,234,028,288
59.BKD Wealth AdvisorsSpringfield, MO$3,229,064,704
60.Zhang FinancialPortage, MI$3,217,727,232
61.Badgley Phelps Wealth ManagersSeattle, WA$3,195,692,032
62.Parallel AdvisorsSan Francisco, CA$3,168,592,384
63.Lamco Advisory ServicesLake Mary, FL$3,154,633,728
64.Southern Wealth ManagementDallas, TX$3,118,522,112
65.Smith Shellnut WilsonRidgeland, MS$3,093,797,888
66.Cassaday & Co IncMclean, VA$3,043,036,928
67.Parsec FinancialAsheville, NC$2,992,247,552
68.TCI Wealth AdvisorsTucson, AZ$2,973,412,608
69.Signature Investment AdvisorsLos Angeles, CA$2,973,286,144
70.Alaska PermanentAnchorage, AK$2,968,746,752
71.Southwestern Investment Advisory ServicesFranklin, TN$2,959,328,000
72.Grimes & CompanyWestborough, MA$2,900,032,768
73.Hamilton CapitalColumbus, OH$2,813,696,256
74.Mutual AdvisorsCasper, WY$2,808,768,512
75.Moss Adams Wealth AdvisorsSeattle, WA$2,804,450,048
76.Capital DirectionsAtlanta, GA$2,789,108,992
77.Sym Financial AdvisorsWinona Lake, IN$2,743,371,264
78.Budros, Ruhlin & RoeColumbus, OH$2,732,675,328
79.Sand Hill Global AdvisorsPalo Alto, CA$2,708,891,136
80.SVA Wealth ManagementMadison, WI$2,681,232,640
81.Annex Wealth ManagementElm Grove, WI$2,663,273,984
82.Mission Wealth ManagementSanta Barbara, CA$2,575,700,992
83.TDC Investment AdvisoryMaumee, OH$2,546,341,376
84.Halbert HargroveLong Beach, CA$2,539,396,864
85.Palladium Registered Investment AdvisorsNorfolk, VA$2,532,263,936
86.Waldron Private WealthBridgeville, PA$2,508,922,112
87.Burnham Gibson Wealth AdvisorsIrvine, CA$2,491,856,384
88.IHT Wealth ManagementChicago, IL$2,424,869,120
89.Three Bell CapitalLos Altos, CA$2,395,001,906
90.Paul Comstock PartnersHouston, TX$2,391,151,616
91.Foster GroupWest Des Moines, IA$2,348,986,112
92.Wharton Business GroupMalvern, PA$2,345,203,200
93.Cornerstone Wealth ManagementSt. Peters, MO$2,325,226,752
94.Accredited InvestorsEdina, MN$2,297,526,784
95.Private OceanSan Rafael, CA$2,294,499,584
96.Heritage Wealth AdvisorsRichmond, VA$2,269,445,888
97.Pagnatokarp PartnersReston, VA$2,204,969,984
98.SJS Investment ServicesSylvania, OH$2,199,760,896
99.Genovese Burford & BrothersSacramento, CA$2,156,440,832
100.MontagAtlanta, GA$2,147,637,504