For details on how firms qualified for this list, please see our METHODOLOGY.
Rank | Firm | Location | Total AUM | % Growth In Assets (2020-2021) |
---|---|---|---|---|
1 | Compound Advisers | San Francisco, CA | $202,856,432 | 81903% |
2 | Eversource Wealth Advisors | Birmingham, AL | $1,191,247,104 | 3692% |
3 | Presidio Capital Management | San Diego, CA | $228,626,896 | 1235% |
4 | Greenwood Family Advisors | Coral Gables, FL | $257,064,656 | 912% |
5 | An Exceptional Life Financial | Indianapolis, IN | $180,482,128 | 905% |
6 | Prosperity Advisory Group | Victor, NY | $218,055,872 | 554% |
7 | Promethos Capital | Boston, MA | $186,749,344 | 508% |
8 | Shining Rock Advisors | Asheville, NC | $119,278,032 | 502% |
9 | Springtide Partners | Chicago, IL | $193,897,072 | 449% |
10 | 2 Knights Wealth Management | Pepper Pike, OH | $104,118,368 | 426% |
11 | Brooklyn Fi | Brooklyn, NY | $127,509,296 | 400% |
12 | True Wealth Advisory Group | Miami, FL | $141,225,984 | 371% |
13 | BOS | Springfield, IL | $504,979,808 | 361% |
14 | Wedmont Private Capital | West Chester, PA | $501,328,160 | 359% |
15 | TCWP | Tampa, FL | $726,770,432 | 322% |
16 | Nicholas Hoffman & Company | Atlanta, GA | $5,574,032,384 | 303% |
17 | Mcglone Suttner Wealth Management | Appleton, WI | $540,828,288 | 269% |
18 | Timbuktu Capital Management | Boston, MA | $154,192,000 | 250% |
19 | Tandem Financial | Greenwood Village, CO | $224,545,056 | 219% |
20 | Disciplina Capital Management | Nashville, TN | $1,644,378,880 | 219% |
21 | Elser Financial Planning | Indianapolis, IN | $1,579,097,088 | 216% |
22 | Root Financial Partners | Encinitas, CA | $132,612,496 | 214% |
23 | Dynamic Wealth Advisors | Surprise, AZ | $123,463,000 | 212% |
24 | Sage Investment Advisers | Poughkeepsie, NY | $152,000,832 | 190% |
25 | Mainstream Capital Management | Los Angeles, CA | $228,675,760 | 177% |
26 | Torrey Wealth | San Diego, CA | $102,360,312 | 169% |
27 | Vienna Asset Management | Cupertino, CA | $169,012,832 | 160% |
28 | Quarry Hill Advisors | Saint Paul, MN | $194,119,280 | 155% |
29 | Sonoma Wealth Advisors | Sonoma, CA | $496,975,008 | 153% |
30 | Sachetta | Lynnfield, MA | $676,034,304 | 151% |
31 | DAI Advisors | Fremont, CA | $102,136,856 | 149% |
32 | Antares Wealth Management | Atlanta, GA | $287,929,024 | 145% |
33 | Denali Wealth Management | Mequon, WI | $229,044,000 | 145% |
34 | Highview Capital Management | Buffalo Grove, IL | $283,128,384 | 134% |
35 | Switchpoint Financial Planning | Lehi, UT | $129,688,272 | 127% |
36 | T.O.S. Advisors | Houston, TX | $510,043,584 | 125% |
37 | Topel & Distasi Wealth Management | Berkeley, CA | $296,589,472 | 125% |
38 | Kennicott Capital Management | Corte Madera, CA | $328,530,368 | 124% |
39 | Balboa Wealth Partners | Newport Beach, CA | $512,966,688 | 122% |
40 | Wealth Management Solutions | Exton, PA | $385,535,072 | 118% |
41 | Davis Private Wealth | Wellington, FL | $116,000,000 | 118% |
42 | Upstart Wealth Management | San Francisco, CA | $213,869,184 | 117% |
43 | Virtus Family Office | El Paso, TX | $335,132,352 | 116% |
44 | Fifth Set Private Wealth Management | Larchmont, NY | $139,394,528 | 116% |
45 | Fiduciary Financial Group | San Rafael, CA | $306,988,416 | 110% |
46 | Futura Asset Advisors | Coral Gables, FL | $390,249,632 | 108% |
47 | The Fiduciary Alliance | Greenville, SC | $626,282,688 | 107% |
48 | Tagstone Capital | Charlotte, NC | $229,988,208 | 107% |
49 | Keating Wealth Management | Greenwood Village, CO | $158,054,624 | 107% |
50 | Vaquero Private Wealth | Dallas, TX | $342,924,032 | 106% |