For details on how firms qualified for this list, please see our METHODOLOGY.
| Rank | Firm | Location | Total AUM | Growth In Assets (2020-2021) |
|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services | Plymouth, MN | $52,608,704,512 | $28,344,649,728 |
| 2 | Mercer Global Advisors | Denver, CO | $34,011,525,120 | $14,141,614,080 |
| 3 | Tiedemann Advisors | New York, NY | $26,578,120,704 | $8,163,121,152 |
| 4 | U.S. Capital Wealth Advisors | Houston, TX | $6,263,762,432 | $4,904,165,376 |
| 5 | Carson Wealth | Omaha, NE | $19,949,199,360 | $4,738,584,576 |
| 6 | Sequoia Financial Group | Akron, OH | $10,090,917,888 | $4,543,474,688 |
| 7 | Nicholas Hoffman & Company | Atlanta, GA | $5,574,032,384 | $4,190,571,136 |
| 8 | Savant Wealth Management | Rockford, IL | $13,130,277,888 | $4,175,700,992 |
| 9 | Allworth Financial | Folsom, CA | $13,782,219,776 | $3,663,508,480 |
| 10 | Steward Partners Investment Advisory | New York, NY | $13,247,263,744 | $3,423,158,272 |
| 11 | Wealthspire Advisors | New York, NY | $14,321,155,072 | $3,377,775,616 |
| 12 | Lido Advisors | Los Angeles, CA | $11,051,724,800 | $3,359,337,984 |
| 13 | The Mather Group | Chicago, IL | $8,579,759,104 | $2,966,070,784 |
| 14 | Integrated Wealth Concepts | Waltham, MA | $7,826,047,488 | $2,820,988,416 |
| 15 | Evoke Advisors | Los Angeles, CA | $10,457,397,248 | $2,753,675,264 |
| 16 | New Edge Wealth | Stamford, CT | $4,357,325,824 | $2,517,966,720 |
| 17 | Heber Fuger Wendin | Bloomfield, MI | $7,940,915,712 | $2,272,336,896 |
| 18 | Forbes Family Trust | West Conshohocken, PA | $3,654,702,848 | $2,208,049,664 |
| 19 | Forum Financial Management | Lombard, IL | $7,399,287,808 | $2,033,512,448 |
| 20 | Modera Wealth Management | Westwood, NJ | $6,950,534,144 | $1,993,059,840 |
| 21 | BMO Family Office | Chicago, IL | $7,277,623,296 | $1,897,811,968 |
| 22 | Gladstone Wealth Partners | Boca Raton, FL | $3,310,828,544 | $1,825,071,232 |
| 23 | Sendero Wealth Management | San Antonio, TX | $4,262,933,760 | $1,809,967,104 |
| 24 | Parallel Advisors | San Francisco, CA | $5,443,156,480 | $1,631,570,176 |
| 25 | Wipfli Financial Advisors | Milwaukee, WI | $4,979,403,264 | $1,586,061,824 |
| 26 | SignatureFD | Atlanta, GA | $6,143,956,480 | $1,565,959,680 |
| 27 | HM Payson | Portland, ME | $6,751,331,840 | $1,564,960,768 |
| 28 | Snowden Lane | New York, NY | $4,635,217,920 | $1,512,905,984 |
| 29 | The Ameriflex Group | Las Vegas, NV | $2,955,532,800 | $1,508,185,088 |
| 30 | Salem Investment Counselors Inc | Winston Salem, NC | $3,500,685,568 | $1,504,912,640 |
| 31 | ACM Wealth | Ridgewood, NJ | $5,346,414,592 | $1,462,508,032 |
| 32 | J. Safra Asset Management Corporation | New York City, NY | $3,931,842,304 | $1,344,392,448 |
| 33 | Investment Management Group | Billings, MT | $5,729,989,632 | $1,338,256,896 |
| 34 | BKD Wealth Advisors | Springfield, MO | $4,977,812,992 | $1,273,819,904 |
| 35 | Boulay Financial Advisors | Minneapolis, MN | $2,005,623,040 | $1,244,760,384 |
| 36 | Aspen Grove Capital | Avon, CO | $4,965,668,352 | $1,237,300,480 |
| 37 | WA Asset Management | Birmingham, AL | $4,465,757,184 | $1,174,746,624 |
| 38 | Eversource Wealth Advisors | Birmingham, AL | $1,191,247,104 | $1,159,834,032 |
| 39 | Ashton Thomas Private Wealth | Scottsdale, AZ | $2,152,498,944 | $1,157,995,456 |
| 40 | Argi Investment Services | Louisville, KY | $4,832,854,528 | $1,132,472,320 |
| 41 | Andersen | Mclean, VA | $3,696,944,896 | $1,104,631,296 |
| 42 | Vista Wealth Management Group | Palo Alto, CA | $3,868,670,464 | $1,103,100,160 |
| 43 | Elser Financial Planning | Indianapolis, IN | $1,579,097,088 | $1,078,761,088 |
| 44 | Schechter Investment Advisors | Bloomfield Hills, MI | $2,598,509,824 | $1,068,486,400 |
| 45 | Wescott Financial Advisory Group | Philadelphia, PA | $3,452,848,640 | $1,012,380,928 |
| 46 | Capital Investment Advisors | Atlanta, GA | $4,224,196,096 | $996,750,080 |
| 47 | XML Financial Group | Rockville, MD | $2,257,740,288 | $986,046,720 |
| 48 | Dixon, Hubard, Feinour & Brown | Roanoke, VA | $1,606,208,384 | $978,046,208 |
| 49 | RFG Advisory | Vestavia Hills, AL | $2,728,866,048 | $963,861,120 |
| 50 | Perigon Wealth Management | San Francisco, CA | $3,328,851,200 | $962,851,072 |