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Winner of the ETF Survey Winner MacBook Air Drawing:
Christopher Miller

Top 100 Wealth Managers

RankFirm NameStateTotal AUM
1Chevy Chase Trust CompanyMD$21,211,088,896
2Hightower Advisors, LLCIL$20,596,828,160
3Creative PlanningKS$14,550,749,184
4Oxford Financial Group, LTDIN$13,818,175,488
5Canterbury ConsultingCA$13,609,943,040
6Comprehensive Financial Management, LLCCA$11,100,000,256
7AT Investment Advisers, Inc.IL$11,035,111,424
8Plante Moran Financial AdvisorsMI$10,997,209,088
9Ehrenkranz Partners, LPNY$10,872,925,184
10Shepherd Kaplan, LLCMA$10,275,858,432
11Brownson, Rehmus & Foxworth, Inc.CA$10,127,867,904
12Mariner Wealth Advisors, LLCKS$10,103,448,576
13Innovest Portfolio Solutions, LLCCO$8,862,583,808
14Convergent Wealth Advisors, LLCMD$8,202,051,584
15Beacon Pointe Advisors, LLCCA$7,359,131,136
16MyCIO Wealth Partners, LLCPA$7,003,260,928
17Everett Harris & CompanyCA$6,749,000,192
18Buckingham Asset Management, LLCMO$6,631,464,448
19Mercer Global Advisors, Inc.CA$6,142,826,496
20KLS Professional Advisors Group, LLCNY$5,814,084,608
21Baker Street Advisors, LLCCA$5,760,000,000
22Loring, Wolcott & Coolidge Fiduciary Advisors, LLPMA$5,671,628,288
23Kibble & Prentice Holding CompanyWA$4,754,297,856
24Avalon Advisors, LLCTX$4,740,517,376
25ClarfeldNY$4,624,999,936
26HPM Partners, LLCNY$4,600,362,496
27Cornerstone Advisors Asset Management, Inc.PA$4,514,873,344
28Presidio Capital Advisors, LLCCA$4,438,085,632
29Mason Investment Advisory Services, Inc.VA$4,423,878,656
30Douglas C. Lane & Associates, Inc.NY$4,378,178,560
31CV Advisors, LLCFL$4,277,423,872
32Ferguson Wellman Capital Management, Inc.OR$4,211,949,056
33Sontag Advisory, LLCNY$4,188,749,056
34Welch & Forbes, LLCMA$4,169,444,608
35BC Advisors, LLCNJ$4,114,904,320
36Halbert HargroveCA$4,108,380,416
37Symmetry PartnersCT$4,028,999,936
38Finaccess Advisors, LLCFL$4,003,644,928
39Seven Post Investment Office, LPCA$3,998,131,968
40Forbes Family TrustPA$3,913,823,232
41Choate Investment AdvisorsMA$3,775,182,162
42Wetherby Asset ManagementCA$3,764,412,416
43Gofen and Glossberg, LLCIL$3,746,601,984
44Altair Advisers, LLCIL$3,729,037,312
45Atalanta Sosnoff Management, LLCNY$3,627,565,056
46SEIACA$3,604,614,144
47Evanson Asset Management, LLCCA$3,497,443,328
48Hewins Financial Advisors, LLCCA$3,495,683,840
49Bartlett & Co., LLCOH$3,430,217,216
50LourdmurrayCA$3,319,141,632
51We Family OfficesFL$3,313,739,008
52Brave Warrior Advisors, LLCNY$3,293,666,560
53BAM Advisor Services, LLCMO$3,249,047,808
54Balasa Dinverno Foltz, LLCIL$3,208,122,880
55Linden Global Strategies, LLCNY$3,177,816,832
56Bingham, Osborn & Scarborough, LLCCA$3,173,690,880
57The Mutual Fund StoreKS$3,104,103,424
58R. M. Davis, Inc.ME$3,090,092,800
59Orgel Wealth Management, LLCWI$3,070,533,120
60Rehmann FinancialMI$3,038,440,960
61Threshold Group, LLCWA$2,944,696,576
62Dowling & Yahnke, LLCCA$2,905,715,968
63Plancorp, LLCMO$2,894,625,536
64Joel Isaacson & Co., LLCNY$2,877,589,760
65Atherton Lane Advisers, LLCCA$2,842,403,072
66Matter Family OfficeMO$2,758,920,192
67Ropes Wealth AdvisorsMA$2,707,087,360
68Executive Monetary Management, LLCNY$2,690,109,184
69Northeast Financial Consultants, IncCT$2,686,611,968
70Money Matters With Ken MoraifTX$2,659,624,704
71Index Fund Advisors, Inc.CA$2,629,393,408
72Inverness Counsel, LLCNY$2,611,110,656
73South Texas Money Management, Ltd.TX$2,595,700,992
74BKD Wealth Advisors, LLCMO$2,546,629,376
75Clifford Swan Investment Counsel, LLCCA$2,466,365,696
76Paul Comstock PartnersTX$2,441,912,320
77Linscomb & WilliamsTX$2,403,191,040
78Independent Portfolio Consultants, Inc.FL$2,362,340,864
79Alamo Advisors, LPTX$2,337,607,424
80Miller Russell AssociatesAZ$2,336,865,280
81Cumberland AdvisorsFL$2,322,593,536
82Larry Thompson & Associates, Inc.TX$2,312,998,912
83Geller & CompanyNY$2,307,399,936
84Adams Hall Wealth Advisors, LLCKS$2,289,589,760
85Stratos Wealth Partners, LTDOH$2,269,527,040
86HartlandOH$2,264,160,768
87Alesco Advisors, LLCNY$2,213,324,288
88Franklin Street Advisors, Inc.NC$2,183,724,032
89Southern Wealth Management LLPTX$2,183,660,032
90Highmount CapitalNY$2,172,420,608
91Budros, Ruhlin & Roe, Inc.OH$2,150,781,184
92Honkamp Krueger Financial Services, Inc.IA$2,115,579,776
93River Partners Capital Management, LPNY$2,111,710,720
94Wescott Financial Advisory Group, LLCPA$2,078,711,680
95Meyer Handelman Company, LLCNY$2,061,564,160
96Badgley Phelps Investment ManagersWA$2,057,479,040
97Zions Capital Advisors, Inc.UT$2,025,251,200
98WealthfrontCA$2,015,008,384
99Zemenick & Walker, Inc.MO$2,001,505,792
100Heritage Investors ManagementMD$1,949,616,768

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