For details on how firms qualified for this list, please see our METHODOLOGY.
Ranking | Firm | Location | Total AUM |
---|---|---|---|
1. | Princeton Portfolio Strategies Group | Princeton, NJ | $499,811,552 |
2. | Hawsgoodwin Wealth | Franklin, TN | $499,563,072 |
3. | Eldridge Investment Advisors | Manchester, NH | $499,431,392 |
4. | Foster Victor Wealth Advisors | Greenville, SC | $498,324,064 |
5. | Financial Sense Advisors | San Diego, CA | $497,739,648 |
6. | Karn, Couzens & Associates | Farmington, CT | $497,688,064 |
7. | Moneco Advisors | Fairfield, CT | $497,439,616 |
8. | Keen Wealth Advisors | Overland Park, KS | $497,364,128 |
9. | Cornell Pochily | Ithaca, NY | $497,352,672 |
10. | Twele Capital Management | Minnetonka, MN | $496,164,512 |
11. | The L. Warner Companies | Timonium, MD | $494,101,792 |
12. | Gill Capital Partners | Denver, CO | $493,281,568 |
13. | Financial Enhancement Group | Anderson, IN | $493,239,392 |
14. | Scott Snow | Westlake, OH | $493,204,032 |
15. | C.J. Lawrence | New York, NY | $492,954,688 |
16. | Ramsay Stattman Vela & Price | Colorado Springs, CO | $492,457,984 |
17. | Hartline Investment Corporation | Chicago, IL | $491,898,848 |
18. | Trajan Wealth | Scottsdale, AZ | $491,588,864 |
19. | Wealth Dimensions Group | Cincinnati, OH | $491,153,472 |
20. | Ullmann Wealth Partners | Jacksonville Beach, FL | $490,991,488 |
21. | Navigation Group | Redwood City, CA | $490,907,712 |
22. | Bernhardt Wealth Management | Mclean, VA | $490,245,664 |
23. | Legacy Financial Group | Des Moines, IA | $489,030,496 |
24. | RBO & Co. | St. Helena, CA | $487,972,192 |
25. | Navpoint Financial | Bloomington, MN | $487,897,984 |
26. | Valicenti Advisory Services | Elmira, NY | $487,196,000 |
27. | Regatta Capital Group | El Segundo, CA | $487,137,824 |
28. | Cambridge Advisors | Omaha, NE | $486,976,608 |
29. | SWM Advisors | St. Petersburg, FL | $486,087,264 |
30. | Excalibur Management | Newton, MA | $485,212,000 |
31. | BCM Advisors | Lafayette, LA | $485,139,296 |
32. | Waypoint Wealth Counsel | Atlanta, GA | $484,867,424 |
33. | Porter White Investment Advisors | Birmingham, AL | $484,339,584 |
34. | Angeles Wealth Management | Santa Monica, CA | $483,227,360 |
35. | Strategic Investment Solutions | Orland Park, IL | $482,000,000 |
36. | Midwest Capital Advisors | Grand Rapids, MI | $481,659,936 |
37. | Summit Wealth Partners | Orlando, FL | $480,999,840 |
38. | Frisch Financial Group | Melville, NY | $480,913,408 |
39. | Clear Perspective Advisors | Aurora, IL | $480,912,160 |
40. | Financial Partners Group | Gallatin, TN | $480,824,224 |
41. | Leogroup Wealth Solutions | Iselin, NJ | $480,599,680 |
42. | CDA Group | Greenville, SC | $480,521,696 |
43. | Traynor Capital | Malvern, PA | $480,000,000 |
44. | Brooker Wealth Management | Oakland, CA | $479,088,288 |
45. | Erguz | The Woodlands, TX | $478,758,016 |
46. | Financial Symmetry | Raleigh, NC | $478,080,480 |
47. | Silicon Valley Capital Partners | San Jose, CA | $477,181,984 |
48. | Financial Management | Yakima, WA | $477,054,208 |
49. | American Research & Management | Marion, MA | $476,400,768 |
50. | Canal Capital Management | Richmond, VA | $476,175,392 |