2016
TOP 100
RIA FIRMS
10 Years of Growth - 2006 to 2016
We are pleased to announce the RIA Channel annual ranking of the Top 100 RIA Firms. This year’s unique ranking showcases the wealth management firms by growth in assets over the past ten years with a majority of the firms accruing more than $1 billion in assets.
To be considered for our ranking, each firm must be a registered investment advisor (RIA) with the SEC, must provide wealth management services, and must serve individual clients as a primary focus. Firms managing large funds, hedge funds, broker/dealers, or having disciplinary disclosures were excluded. As the RIA market changes and grows, our sister company, RIA Database, continues to adapt its criteria to the current environment.
We are delighted to recognize these leading firms for their independence, their commitment to their clients, and their ability to grow through a decade of market challenges and rewards. We congratulate each of them for their success.
For more on our methodology, see the 2016 Top 100 Methodology.
# | Firm | Location | Total Assets | Growth in Assets 2006-2016 |
---|---|---|---|---|
41 | Mariner Wealth Advisors | Leawood, KS | $2,245,657,088 | $1,652,709,632 |
42 | Cumberland Advisors | Sarasota, FL | $2,445,928,704 | $1,628,531,648 |
43 | HK Financial Services | Dubuque, IA | $2,333,826,048 | $1,615,597,632 |
44 | Azimuth Capital Management | Bloomfield Hills, MI | $1,861,947,008 | $1,602,676,496 |
45 | Beacon Capital Management | Centerville, OH | $1,724,516,096 | $1,569,516,096 |
46 | Mainstay Capital Management | Grand Blanc, MI | $1,930,318,080 | $1,563,038,560 |
47 | Tiedemann Advisors (formerly Threshold Group) | Seattle, WA | $2,829,806,336 | $1,548,033,152 |
48 | R. M. Davis | Portland, ME | $3,161,371,392 | $1,525,470,464 |
49 | Truepoint Wealth Counsel | Cincinnati, OH | $2,010,881,152 | $1,513,715,136 |
50 | TCI Wealth Advisors | Tucson, AZ | $1,980,855,424 | $1,511,840,960 |
51 | Clifford Swan Investment Counselors | Pasadena, CA | $2,391,897,856 | $1,483,436,672 |
52 | IWP Wealth Management | Denver, CO | $1,480,664,192 | $1,470,664,192 |
53 | Zions Capital Advisors | Salt Lake City, UT | $1,818,103,808 | $1,458,262,528 |
54 | Johnson Sterling | Birmingham, AL | $1,597,174,016 | $1,456,480,432 |
55 | Douglass Winthrop Advisors | New York, NY | $1,662,421,120 | $1,451,273,792 |
56 | Exencial Wealth Advisors | Oklahoma City, OK | $1,678,215,808 | $1,445,905,888 |
57 | BKD Wealth Advisors | Springfield, MO | $2,521,251,840 | $1,444,030,208 |
58 | Camden Capital | El Segundo, CA | $1,547,981,952 | $1,417,981,952 |
59 | Geller Family Office Services | New York, NY | $2,302,029,824 | $1,413,753,600 |
60 | Retirement Income Solutions | Ann Arbor, MI | $1,416,120,448 | $1,411,592,351 |
61 | Covington Capital Management | Los Angeles, CA | $2,098,983,296 | $1,396,823,808 |
62 | Dixon Hughes Goodman Wealth Advisors | Asheville, NC | $1,678,227,840 | $1,382,564,832 |
63 | Level Four Advisory Services | Plano, TX | $1,313,176,448 | $1,271,976,448 |
64 | Choate Investment Advisors | Boston, MA | $3,622,206,720 | $1,253,459,968 |
65 | Grimes & Company | Westborough, MA | $1,779,851,648 | $1,245,616,480 |
66 | The Milestone Group | Denver, CO | $1,945,001,344 | $1,214,876,800 |
67 | Vista Wealth Management | E. Palo Alto, CA | $1,363,990,400 | $1,206,920,400 |
68 | The Burney Company | Falls Church, VA | $1,609,093,248 | $1,191,080,384 |
69 | Paratus Financial | Dallas, TX | $1,434,397,056 | $1,184,397,056 |
70 | Pinnacle Advisory Group | Columbia, MD | $1,600,000,000 | $1,178,000,000 |
71 | Patriot Wealth Management | Houston, TX | $1,450,787,968 | $1,176,287,968 |
72 | Budros, Ruhlin & Roe | Columbus, OH | $2,046,654,336 | $1,176,274,432 |
73 | Capital Directions | Atlanta, GA | $1,656,999,936 | $1,160,361,440 |
74 | Boston Financial Management | Boston, MA | $1,899,987,072 | $1,146,097,216 |
75 | Obermeyer Wood Investment Counsel | Aspen, CO | $1,590,517,888 | $1,135,516,352 |
76 | Cardiff Park Advisors | Carlsbad, CA | $1,158,070,784 | $1,123,070,784 |
77 | Northeast Financial Consultants | Westport, CT | $2,689,246,464 | $1,122,183,936 |
78 | Crestwood Advisors | Boston, MA | $1,321,967,360 | $1,118,586,016 |
79 | Moss Adams Wealth Advisors | Seattle, WA | $2,015,507,712 | $1,097,300,608 |
80 | Filament | Seattle, WA | $1,410,112,512 | $1,091,796,192 |
81 | Sullivan, Bruyette, Speros & Blayney | Mclean, VA | $2,672,999,936 | $1,072,999,936 |
82 | Loring, Wolcott & Coolidge | Boston, MA | $5,801,067,520 | $1,066,336,768 |
83 | Steele Capital Management | Dubuque, IA | $1,606,881,920 | $1,065,863,936 |
84 | Wescott Financial Advisory Group | Philadelphia, PA | $2,013,906,688 | $1,064,557,696 |
85 | Cassaday & Company | Mclean, VA | $1,561,503,360 | $1,035,542,240 |
86 | Smith, Salley & Associates | Greensboro, NC | $1,086,359,040 | $1,027,259,040 |
87 | Mission Wealth Management | Santa Barbara, CA | $1,322,036,608 | $1,026,342,432 |
88 | New England Private Wealth Advisors | Wellesley, MA | $1,184,714,240 | $1,015,714,240 |
89 | SJS Investment Services | Sylvania, OH | $1,528,999,936 | $1,009,999,936 |
90 | HBKS Wealth Advisors | Erie, PA | $1,836,034,944 | $996,585,408 |
91 | Horter Investment Management | Cincinnati, OH | $1,016,416,000 | $995,959,276 |
92 | Genovese Burford & Brothers Wealth And Retirement | Sacramento, CA | $1,359,423,488 | $978,863,872 |
93 | Highmount Capital | New York, NY | $1,961,752,064 | $972,752,064 |
94 | McGill Advisors | Charlotte, NC | $1,170,156,288 | $963,156,288 |
95 | Parsec Financial Management | Asheville, NC | $1,722,278,784 | $951,638,464 |
96 | Chesley, Taft & Associates | Chicago, IL | $1,439,036,544 | $942,759,232 |
97 | Vicus Capital | State College, PA | $1,094,395,264 | $929,507,472 |
98 | Retirement Advisors Of America | Addison, TX | $1,865,766,528 | $929,034,944 |
99 | Linscomb & Williams | Houston, TX | $2,314,560,000 | $926,800,000 |
100 | Accredited Investors Wealth Management | Edina, MN | $1,444,419,712 | $914,419,712 |