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

RankFirmLocationTotal AUM
1.Plante MoranSouthfield, MI$16,495,541,248
2.Appleton PartnersBoston, MA$10,189,067,264
3.Personal CapitalSan Francisco, CA$8,558,609,408
4.Wealth EnhancementPlymouth, MN$8,386,250,752
5.Carson WealthOmaha, NE$7,502,979,072
6.Sawtooth SolutionsMinneapolis, MN$6,104,699,904
7.Summit Trail AdvisorsNew York, NY$6,039,740,416
8.Steward PartnersNew York, NY$5,196,562,432
9.Independent Advisor AllianceCharlotte, NC$4,731,036,672
10.RegentAtlanticMorristown, NJ$4,589,281,792
11.Dowling & YahnkeSan Diego, CA$4,467,800,064
12.EP Wealth AdvisorsTorrance, CA$4,390,000,128
13.Ropes Wealth AdvisorsBoston, MA$4,260,359,680
14.The Mather GroupChicago, IL$4,145,238,528
15.Johnson WealthMilwaukee, WI$3,694,009,600
16.BlooomLeawood, KS$3,667,372,288
17.Strategic Wealth Advisors GroupSacramento, CA$3,616,724,224
18.SignatureFDAtlanta, GA$3,494,180,352
19.BKD Wealth AdvisorsSpringfield, MO$3,229,064,704
20.Camden CapitalEl Segundo, CA$3,174,607,360
21.AFS AdvisorsSuwanee, GA$3,012,176,640
22.Crescent Grove AdvisorsLake Forest, IL$2,889,270,528
23.AdvicePeriodLos Angeles, CA$2,867,046,912
24.Focus FinancialMinneapolis, MN$2,838,976,256
25.Aureus Asset ManagementBoston, MA$2,835,455,488
26.Prime BuchholzPortsmouth, NH$2,811,609,344
27.TFO PhoenixPhoenix, AZ$2,771,245,824
28.LAMCOLake Mary, FL$2,743,357,184
29.SVA Wealth ManagementMadison, WI$2,681,232,640
30.Smith Shellnut WilsonMadison, MS$2,607,776,000
31.Mainstay CapitalGrand Blanc, MI$2,583,022,080
32.GWM AdvisorsBaton Rouge, LA$2,537,217,024
33.Strategic Capital Allocation GroupBoston, MA$2,503,300,096
34.Foresters Advisory ServicesNew York, NY$2,436,534,272
35.Douglass Winthrop AdvisorsNew York, NY$2,422,888,704
36.Parallel AdvisorsSan Francisco, CA$2,386,830,080
37.Sanctuary AdvisorsIndianapolis, IN$2,359,096,832
38.F. L. PutnamWellesley, MA$2,280,471,296
39.Pure Financial AdvisorsSan Diego, CA$2,278,679,552
40.Annex Wealth ManagementElm Grove, WI$2,208,501,248
41.Argi Investment ServicesLouisville, KY$2,162,650,880
42.CBIZ InRCleveland, OH$2,011,942,784
43.Private OceanSan Rafael, CA$2,004,717,952
44.Retirement Wealth AdvisorsGrand Rapids, MI$1,956,087,424
45.InterOcean CapitalChicago, IL$1,947,346,688
46.Raub BrockLarkspur, CA$1,912,815,360
47.Mission Wealth ManagementSanta Barbara, CA$1,884,007,040
48.Mutual AdvisorsCasper, WY$1,813,927,552
49.JNB AdvisorsAlbany, NY$1,802,566,016
50.Three Bell CapitalLos Altos, CA$1,782,865,792
51.Paratus FinancialDallas, TX$1,690,082,944
52.Merit Financial AdvisorsAlpharetta, GA$1,679,920,000
53.Wealthplan PartnersOmaha, NE$1,665,378,304
54.Chicago Partners Investment GroupChicago, IL$1,650,554,624
55.Heritage Wealth AdvisorsRichmond, VA$1,642,161,536
56.Fiduciary Investment AdvisorsWindsor, CT$1,640,432,256
57.Colony Family OfficesCharlotte, NC$1,624,180,608
58.Aldrich WealthLake Oswego, OR$1,599,825,024
59.Chicago CapitalTacoma, WA$1,587,667,840
60.Biltmore Family OfficeCharlotte, NC$1,584,499,712
61.Legacy One Financial AdvisorsAustin, TX$1,568,157,952
62.Legacy AdvisorsPlymouth Meeting, PA$1,540,754,560
63.Sendero Wealth ManagementSan Antonio, TX$1,526,692,480
64.Deroy & DevereauxSouthfield, MI$1,467,525,760
65.Dynamic Wealth AdvisorsPhoenix, AZ$1,451,242,880
66.Great Valley Advisor GroupWilmington, DE$1,440,516,736
67.Wellspring Financial AdvisorsCleveland, OH$1,434,925,824
68.Miracle Mile AdvisorsLos Angeles, CA$1,399,690,496
69.The Clarius GroupSeattle, WA$1,397,980,032
70.Sentry AdvisorsSan Francisco, CA$1,387,002,496
71.Glassman Wealth ServicesVienna, VA$1,370,863,104
72.Greenwich Wealth ManagementGreenwich, CT$1,354,007,808
73.Integrated Wealth ConceptsWaltham, MA$1,353,200,000
74.Osborn Williams & DonohoeCincinnati, OH$1,339,396,992
75.Stearns Financial GroupGreensboro, NC$1,310,310,144
76.IHT Wealth ManagementChicago, IL$1,267,880,064
77.DT Investment PartnersChadds Ford, PA$1,256,900,864
78.Rubinbrown AdvisorsSt. Louis, MO$1,255,645,696
79.360 Wealth ManagementDallas, TX$1,248,527,744
80.Sandhill Investment ManagementBuffalo, NY$1,230,695,936
81.Altium Wealth ManagementPurchase, NY$1,202,940,672
82.Tom Johnson Investment ManagementOklahoma City, OK$1,191,482,240
83.Magnus Financial GroupNew York, NY$1,166,238,208
84.Apexium FinancialNew York, NY$1,164,524,416
85.Lakeside Wealth Management GroupChesterton, IN$1,162,046,336
86.Kunath Karren Rinne & AtkinSeattle, WA$1,157,134,976
87.AcornsIrvine, CA$1,148,706,688
88.Townsquare CapitalProvo, UT$1,078,547,968
89.Efficient AdvisorsPhiladelphia, PA$1,075,054,208
90.BSW Wealth PartnersBoulder, CO$1,072,376,768
91.Beaird HarrisDallas, TX$1,072,317,568
92.NCA Financial PlannersMayfield Heights, OH$1,054,130,688
93.Wealthquest CorporationCincinnati, OH$1,048,373,760
94.Integrated Advisors NetworkPalos Verdes Estates, CA$1,024,109,632
95.Human InvestingLake Oswego, OR$1,020,426,752
96.Ulrich Investment ConsultantsAlbuquerque, NM$1,008,416,192
97.Joel R. Mogy Investment CounselBeverly Hills, CA$1,005,046,848
98.Ritholtz Wealth ManagementNew York, NY$1,003,981,440
99.UMA Financial ServicesSalt Lake City, UT$997,784,064
100.Hardy ReedTupelo, MS$966,599,488