[WHERE THE MONEY LIVES] Mar 1, 2008 12:00 PM
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(Bold Indicates Top 100 RIA)
Firm
City
Phone
Website
Total AUM (millions)
Total Accounts
Number of investment advisors
Number of clients
CALIFORNIA
Kochis Fitz Quintile Investment Advisors, LLC San Francisco
415-394-6670
www.quintile.com $4,961
486
11-50
251-500
Baker Street Advisors, LLC San Francisco
415-344-6180
www.bakerstreetadvisors.com $2,857
645
6-10
26-100
Schultz Collins Lawson Chambers San Francisco
415-291-3000
www.schultzcollins.com $1,988
188
6-10
101-250
Evanson Asset Management, LLC Carmel, Calif.
831-333-2060
www.evansonasset.com $1,793
2,140
1-5
251-500
Bingham, Osborn & Scarborough, LLC San Francisco
415-781-8535
www.bosinvest.com $1,775
2,763
11-50
> 500
Halbert, Hargrove / Russell, LLC Long Beach
562-435-5657
www.halberthargrove.com $1,228
1,532
11-50
> 500
Dowling & Yahnke, LLC San Diego
858-509-9500
www.dyinc.com $1,163
2,028
6-10
> 500
SEIA Los Angeles
310-712-2323
www.seiallc.com $1,157
3,280
11-50
> 500
Cypress Wealth Advisors San Francisco
415-489-2100
www.cypresswealth.com $1,058
108
1-5
26-100
Financial Clarity, Inc. Mountain View
650-559-9900
www.financialclarity.com $950
32
1-5
26-100
YCMNET Advisors
Walnut Creek
925-935-2900
www.ycmnet.com $810
2,394
6-10
> 500
Private Wealth Partners, LLC
Larkspur
415-461-3850
$795
241
1-5
101-250
California Financial Advisors
San Ramon
925.275.1000
www.calfinad.com $730
2,362
6-10
> 500
Brouwer & Janachowski Inc.
Tiburon
415-435-8330
www.fundmastery.com $720
496
1-5
101-250
Acacia Wealth Advisors, LLC
Beverly Hills
310-246-0560
www.acaciawealth.com $720
167
1-5
11-25
Stewart & Patten Co, LLC
San Francisco
415-421-4932
www.stewartandpatten.com $715
767
1-5
251-500
The Portola Group Inc.
Menlo Park
650-854-7550
www.portolagroup.com $643
633
6-10
251-500
COLORADO
Capital Investment Counsel Inc. Denver
303-329-9000
www.cicinvestments.com $1,343
2,791
11-50
> 500
The Milestone Group, Inc. Denver
303-539-0100
www.themilestonegroup.com $969
751
6-10
101-250
Crestone Asset Management, LLC
Boulder
303-442-4447
www.crestonecap.com $836
213
6-10
26-100
Strategic Capital Advisers, Inc.
Denver
303-333-0060
www.scadv.com $781
96
1-5
26-100
The Wealth Conservancy, Inc.
Boulder
303-444-1919
www.thewealthconservancy.com $607
311
1-5
26-100
First Western Investment Management, Inc.
Denver
303-531-8100
www.fwtb.com/investment_management.shtml $589
911
1-5
251-500
Sargent Bickham Lagudis
Boulder
303-443-2433
www.sargentbickham.com $570
575
6-10
251-500
CONNECTICUT
Greenwich Wealth Management, LLC
Greenwich
203-618-0100
$890
40
1-5
26-100
Hynes Himmelreich Glennon & Co
Darien
203-656-5500
www.hhg.net $867
1,339
1-5
101-250
Olson Mobeck Investment Advisors, Inc.
Rocky Hill
860-563-2368
$699
1,007
6-10
> 500
FLORIDA
Resource Consulting Group Orlando
407-422-0252
www.resourceconsulting.com $1,059
1,371
6-10
251-500
TBK Investments, Inc. (GenSpring Family Offices)
Miami
305-825-2225
www.tbkinvestments.com $823
49
6-10
26-100
Singer Xenos Wealth Management
Coral Gables
305-443-0060
www.singerxenos.com $762
2,026
6-10
251-500
Provise Management Group, LLC
Clearwater
727-441-9022
www.provise.com $658
503
6-10
251-500
GEORGIA
Ronald Blue & Co., LLC Atlanta
404-705-7000
www.ronblue.com $4,923
9,011
51-250
> 500
Homrich & Berg Atlanta
404-264-1400
www.homrich-berg.com $1,594
2,213
11-50
251-500
F&D Advisors, LLC
Atlanta
404-253-7600
www.fdadvisors.com $866
300
11-50
251-500
Montag A & Associates Inc.
Atlanta
404-522-5774
www.amontag.com $798
695
11-50
101-250
Brightworth, LLC
Norcross
770-368-1700
www.brightworth.com $740
803
6-10
101-250
Capital Investment Advisors Inc.
Atlanta
404-531-0018
www.yourwealth.com $672
1,390
6-10
> 500
GV Capital Management,Inc.
Atlanta
770-295-5600
www.gvfinancial.com $657
2,425
11-50
> 500
ILLINOIS
Altair Advisers, LLC Chicago
312-429-3000
www.altairadvisers.com $2,584
163
11-50
101-250
Gresham Partners, LLC Chicago
312-960-0200
www.greshampartners.com $2,352
93
11-50
26-100
Balasa Dinverno & Foltz, LLC Itasca
630-875-4900
www.bdfllc.com $1,306
2,509
11-50
> 500
Savant Capital Management, Inc. Rockford
815-227-0300
www.savantcapital.com $1,235
1,461
11-50
> 500
JMG Financial Group Ltd Oak Brook
630-571-5252
www.jmgfinancial.com $1,180
1,782
11-50
> 500
Hotchkiss Associates, LLC
Chicago
312-368-4633
www.hotchkissassociates.com $857
106
1-5
101-250
Interocean Wealth Management, LLC
Chicago
312-698-6900
www.interoceanfinancial.com $800
225
6-10
101-250
Urban Financial Advisory Corporation
Evanston
847-332-1795
www.ufinadv.com $577
361
1-5
101-250
MASSACHUSETTS
Loring, Wolcott & Coolidge Boston
617-523-6531
www.lwcotrust.com $5,068
2,722
11-50
> 500
Federal Street Advisors Inc. Boston
617-350-8999
www.federalstreet.com $4,503
1,579
11-50
26-100
SCS Capital Management, LLC Waltham
781-290-4400
www.scsfinancial.com $4,091
67
11-50
26-100
Calibre Advisory Services, Inc. Waltham
781-392-2840
www.calibre.com $3,267
2,188
11-50
251-500
Shepherd Kaplan, LLC Boston
617-896-1600
www.sk-llc.com $3,037
874
6-10
101-250
Athena Capital Advisors, LLC Lincoln
781-274-9300
www.athenacapital.com $2,684
134
11-50
26-100
GW & Wade Inc. Wellesley
781-239-1188
www.gwwade.com $2,397
4,830
11-50
> 500
Hale And Dorr Wealth Advisors Boston
617-526-5801
www.haledorrwealth.com $1,621
1,316
11-50
> 500
Partners Capital Investment Group, LLC Boston
617-292-2570
www.partners-cap.com $1,203
158
11-50
101-250
Rinet Company, LLC Boston
617-488-2700
www.rinetco.com $1,128
1,293
11-50
101-250
Mintz Levin Financial Advisors, LLC Boston
617-542-6000
www.mintzlevinfinancial.com $1,094
364
11-50
251-500
The Colony Group, LLC Boston
617-723-8200
www.thecolonygroup.com $1,083
1,539
11-50
> 500
North American Management Corp Boston
617-695-2100
www.namcorp.com $1,046
1,049
6-10
251-500
Beaumont Financial Partners, LLC Wellesley Hills
781-237-7170
www.bfpartners.com $952
1,650
6-10
251-500
Longvue Advisors, LLC
Boston
617-424-5810
www.longv.com $900
86
1-5
26-100
Dion Money Management, LLC
Williamstown
800-432-7447
www.dionmm.com $882
4,787
6-10
> 500
Boston Financial Management Inc.
Boston
617-338-8108
www.bostonfinancialmanagement.com $833
741
6-10
101-250
Dion Money Management Inc.
Williamstown
877-850-7942
www.dionmm.com $822
4,814
6-10
> 500
Birch Hill Investment Advisors, LLC
Boston
617-502-8300
www.birchhilladvisors.com $807
529
1-5
101-250
Foster Dykema Cabot & Co Inc.
Boston
617-423-3900
www.fdcco.com $755
329
1-5
101-250
Pillar Financial Advisors, Inc.
Waltham
781-290-4900
www.pillarfinancial.com $666
556
6-10
26-100
Grimes & Company, Inc.
Westborough
508-366-3883
www.grimesco.com $636
1,087
6-10
> 500
MICHIGAN
Plante Moran Financial Advisors Southfield
248-223-3400
www.pmfa.com $5,365
1,332
11-50
> 500
Portfolio Solutions, LLC
Troy
248-689-1550
www.portfoliosolutions.com $781
467
1-5
251-500
Executive Financial Planning, Inc.
Brighton
810-229-6446
www.efp-inc.com $656
60
1-5
251-500
Bloom Asset Management, Inc.
Farmington Hills
248-932-5200
www.bloomassetmanagement.com $623
3,237
1-5
> 500
NEW JERSEY
The MDE Group, Inc. Morristown
973-206-7100
www.mdegroup.com $1,547
1,706
6-10
101-250
RegentAtlantic Capital, LLC Chatham
973-635-7070
www.regentatlantic.com $1,546
924
11-50
> 500
Massey, Quick & Co., LLC
Morristown
973-525-1000
www.masseyquick.com $877
55
1-5
26-100
Affiliated Private Investors, LLC
Far Hills
908-781-0900
$700
81
1-5
11-25
Round Table Services, LLC
Westfield
908-789-7310
www.roundtableservices.com $666
349
1-5
26-100
American Economic Planning Group Inc.
Watchung
908-757-5600
www.aepg.com $583
1,841
6-10
251-500
NEW YORK
Silvercrest Asset Management Group, LLC New York
212-649-0600
www.silvercrestgroup.com $7,305
1,995
11-50
> 500
Tag Associates, LLC New York
212-275-1500
www.tagassoc.com $5,072
945
11-50
101-250
Sontag Advisory, LLC New York
212-973-1200
www.sontagadvisory.com $4,195
6,606
6-10
> 500
KLS Professional Advisors Group, LLC New York
212-355-0346
www.klsadvisors.com $3,419
4,885
6-10
> 500
BBR Partners, LLC New York
212-313-9870
www.bbrpartners.com $3,342
491
6-10
251-500
Geller Family Office Services, LLC New York
212-583-6000
www.gellerco.com $3,266
291
6-10
26-100
Inverness Counsel Inc. New York
212-207-2100
www.invernesscounsel.com $2,844
1,252
11-50
> 500
Clarfeld Financial Advisors Inc. Tarrytown
914-846-0100
www.clarfeld.com $2,830
2,150
11-50
251-500
Joel Isaacson & Co., Inc. New York
212-302-6300
www.joelisaacson.com $1,373
2,417
11-50
> 500
Palisades Hudson Asset Management, L.P. Scarsdale
914-723-5000
www.palisadeshudson.com $1,278
65
6-10
26-100
RCL Advisors, LLC New York
212-452-5900
www.rcladvisors.com $1,100
552
1-5
26-100
Cobblestone Capital Advisors, LLC
Rochester
585-473-3333
www.cobblestonecap.com $857
960
6-10
251-500
The Portfolio Strategy Group, Inc.
White Plains
914-328-6660
$850
200
1-5
101-250
Milbank Winthrop & Co.
New York
212-980-2500
www.milbankwinthrop.com $764
195
1-5
101-250
Alesco Advisors, LLC
Pittsford
585-586-0970
www.alescoadvisors.com $697
503
6-10
101-250
OHIO
Budros, Ruhlin & Roe, Inc. Columbus
614-481-6900
www.b-r-r.com $1,143
3,968
11-50
251-500
Fairport Asset Management Cleveland
216-431-3000
www.fairportasset.com $1,054
1,118
11-50
> 500
Riverpoint Capital Management, Inc.
Cincinnati
513-421-3100
www.riverpointcm.com $867
857
6-10
251-500
Hamilton Capital Management Inc.
Columbus
614-273-1000
www.hamiltoncapital.com $676
2,678
11-50
> 500
Truepoint, Inc.
Cincinnati
513-792-6648
www.truepointcapital.com $667
1,555
6-10
251-500
John E. Sestina And Company
Columbus
614.326.3077
www.sestina.com $579
1,497
6-10
251-500
PENNSYLVANIA
Veritable LP Newtown Square
610-640-9551
www.veritablelp.com $8,442
1,558
11-50
> 500
Greycourt & Co., Inc. Pittsburgh
412-361-0100
www.greycourt.com $3,649
59
11-50
26-100
MyCIO Wealth Partners, LLC Philadelphia
267-295-2280
www.myciowp.com $2,426
1,277
11-50
251-500
Ballamor Capital Management, Inc. Radnor
484-598-2500
www.ballamorcapital.com $2,044
83
1-5
26-100
Wescott Financial Advisory Group, LLC Philadelphia
215-979-1600
www.wescott.com $1,181
254
11-50
251-500
McCabe Capital Managers, Ltd. King Of Prussia
610-277-8890
www.mccabecapital.com $1,034
116
1-5
101-250
Molewski Financial Partners Bethlehem
610-865-2600
www.molewskifinancial.com $1,028
484
6-10
26-100
HBK Sorce Advisory, LLC Erie
814-836-5776
www.hbksorce.com $950
4,013
11-50
> 500
Miller Investment Management, L.P.
West Conshohocken
610-834-9820
$886
106
1-5
26-100
JFS Wealth Advisors, LLC
Hermitage
724-962-3200
www.jfswa.com $835
2,150
6-10
> 500
Mill Creek Capital Advisors, LLC
Conshohocken
610-941-7700
www.millcreekcap.com $798
612
1-5
n/a
Sage Financial Group Inc.
West Conshohocken
484-342-4400
www.sagefinancial.com $795
2,200
11-50
251-500
Prudent Management Associates
Philadelphia
215-994-1062
www.prudentmanagement.com $780
715
1-5
251-500
McQueen Ball & Associates Inc.
Bethlehem
610-954-0400
www.mcqueenball.com $772
1,220
6-10
251-500
Hillview Capital Advisors, LLC
Radnor
484-708-4720
www.hillviewcap.com $757
80
1-5
26-100
Gibson Capital Management Ltd
Wexford
724-934-3200
www.gibsoncapital.com $707
413
1-5
26-100
Guyasuta Investment Advisors, Inc.
Pittsburgh
412-765-3330
www.guyasuta.com $682
181
6-10
101-250
Conservest Capital Advisors Inc.
Wynnewood
610-642-9588
$664
147
6-10
101-250
Radnor Financial Advisors, Inc.
Wayne
610-975-0280
www.radnorfinancial.com $657
724
6-10
101-250
Abacus Wealth Partners
Philadelphia
215-656-4280
www.abacuswealth.com $655
1,220
6-10
101-250
TEXAS
Tolleson Private Wealth Management Dallas
214-252-3263
www.tollesonwealth.com $1,963
1,339
11-50
26-100
Lee Financial Dallas
972-960-1001
www.leefincorp.com $1,646
1,610
11-50
251-500
Paul Comstock Partners Houston
713-977-2694
www.paulcomstockpartners.com $1,638
121
6-10
101-250
Robertson, Griege & Thoele Dallas
214-360-7000
www.rgtnet.com $1,150
245
6-10
101-250
WFG Advisors, LP Dallas
972-661-8700
www.wmfingrp.com $927
1,155
11-50
> 500
Southern Wealth Investment Advisors, LLC
Dallas
972-661-4600
www.southernwealth.com $681
262
6-10
26-100
Diesslin & Associates Inc.
Fort Worth
817-332-6122
www.diesslin.com $584
1,745
6-10
251-500
VIRGINIA
WTAS, LLC Mclean
571-382-0020
www.wtas.com $3,276
189
11-50
101-250
Edelman Financial Services, LLC Fairfax
703-818-0800
www.ricedelman.com $1,801
8,329
11-50
> 500
Mason Investment Advisory Services Inc. Reston
703-716-6000
www.masoncompanies.com $1,643
463
11-50
> 500
Signature Financial Management Inc. Norfolk
757-625-7670
www.sigfin.com $929
286
6-10
26-100
Capital Advisory Group
Richmond
804-648-3500
www.thecapgroup.com $890
309
6-10
101-250
Cassaday & Co Inc.
Mclean
703-506-8200
www.cassaday.com $733
1,981
11-50
> 500
West Financial Services, Inc.
Mclean
703-847-2500
www.westfinancial.com $678
457
11-50
251-500
WealthTrust - Kanawha Capital
Richmond
804-359-3900
www.kanawha-capital.com $646
727
6-10
251-500
WASHINGTON
Cornerstone Advisors Inc. Bellevue
425-646-7600
www.buildbeyond.com $2,054
1,857
11-50
251-500
Pacific Portfolio Consulting, LLC Seattle
206-623-6641
www.pacific-portfolio.com $1,096
256
6-10
251-500
Freestone Capital Management Inc. Seattle
206-398-1100
www.freestonecapital.com $1,854
834
6-10
> 500
Kibble & Prentice Holding Company Seattle
206-441-6300
www.kpcom.com $1,649
416
11-50
251-500
Threshold Group, LLC Gig Harbor
253-851-4300
www.thresholdgroup.com $1,564
155
11-50
26-100
Laird Norton Tyee Asset Strategies, LLC Seattle
206-464-5100
www.lntyee.com $1,551
1,227
11-50
101-250
Merriman Berkman Next, Inc. Seattle
206-285-8877
www.merrimancapital.com $1,507
5,500
11-50
> 500
Brighton Jones, LLC Seattle
206-329-5546
www.brightonjones.com $1,200
300
11-50
251-500
Coldstream Capital Management Inc. Bellevue
425-283-1600
www.coldstream.com $1,086
600
11-50
> 500
Moss Adams Wealth Advisors, LLC Seattle
206-302-6717
www.mossadamswealthadvisors.com $1,016
2,554
11-50
> 500
Strategic Capital Group, LLC
Gig Harbor
253-853-4900
www.scg-llc.com $591
1,335
6-10
101-250
Source:
www.RIADatabase.com
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