America’s Top 100 RIAs
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| Firm | City | Website | AUM (mil) 5/31/08 | 2006 AUM (mil) | Difference (mil) | Percent Change | Total Accounts Investment | Number of Advisors | Number of Clients |
|---|---|---|---|---|---|---|---|---|---|
| 1. Veritable LP | Newtown Square, Pa. | www.veritablelp.com | $9,410 | $7,284 | $2,126 | 29% | 1,906 | 11-50 | more than 500 |
| 2. Silvercrest Asset Management | New York | www.silvercrestgroup.com | $8,688 | $5,471 | $3,217 | 59% | 2,313 | 11-50 | more Group than 500 |
| 3. Moneta Group Investment Advisors | Clayton, Mo. | www.monetagroup.com | $7,932 | $4,921 | $3,011 | 61% | 17,333 | 11-50 | more than 500 |
| 4. Oxford Financial Group | Carmel, Ind. | www.ofgltd.com | $7,837 | $7,567 | $270 | 4% | 3,403 | 11-50 | more than 500 |
| 5. Rockefeller & Company | New York | www.rockco.com | $7,681 | $5,740 | $1,941 | 34% | 1,764 | 11-50 | 251-500 |
| 6. Geller Family Office Services | New York | www.gellerco.com | $6,611 | $888 | $5,723 | 644% | 357 | 6-10 | 26-100 |
| 7. Convergent Wealth Advisors | Rockville, Md. | www.convergentwealth.com | $6,219 | N/A | N/A | N/A | 5,006 | 51-250 | more than 500 |
| 8. Ronald Blue & Company | Atlanta | www.ronblue.com | $5,420 | $3,913 | $1,507 | 39% | 10,017 | 51-250 | more than 500 |
| 9. Plante Moran Financial Advisors | Southfield, Mich. | www.pmfa.com | $5,365 | $4,000 | $1,365 | 34% | 1,332 | 11-50 | more than 500 |
| 10. Sontag Advisory | New York | www.sontagadvisory.com | $5,284 | $3,448 | $1,836 | 53% | 7,866 | 6-10 | more than 500 |
| 11. Loring, Wolcott & Coolidge | Boston | www.lwcotrust.com | $5,279 | $4,734 | $545 | 12% | 2,589 | 11-50 | more than 500 |
| 12. Aspiriant | San Francisco | www.quintile.com | $5,074 | $1,431 | $3,643 | 255% | 2,493 | 11-50 | 251-500 |
| 13. Offit Capital | New York | www.offitcapital.com | $5,065 | N/A | N/A | N/A | 50 | 11-50 | 26-100 |
| 14. Federal Street Advisors | Boston | www.federalstreet.com | $4,950 | $4,091 | $859 | 21% | 1,617 | 11-50 | 26-100 |
| 15. SCS Capital Management | Boston | www.scsfinancial.com | $4,701 | $3,536 | $1,165 | 33% | 82 | 11-50 | 26-100 |
| 16. MyCIO Wealth Partners | Philadelphia | www.myciowp.com | $4,511 | $2,046 | $2,465 | 120% | 2,367 | 11-50 | 251-500 |
| 17. MBO Cleary Advisors | Milwaukee | www.mbocleary.com | $4,478 | $3,012 | $1,466 | 49% | 83 | 6-10 | 26-100 |
| 18. Beacon Pointe Advisors | Newport Beach, Calif. | www.bpadvisor.com | $4,181 | $4,118 | $63 | 2% | 286 | 11-50 | 251-500 |
| 19. Fiduciary Counselling | St. Paul | http://www.fidcouns.net/ | $4,174 | $3,451 | $723 | 21% | 1,093 | 11-50 | more than 500 |
| 20. Wainwright Investment Counsel | Boston | www.winvcounsel.com | $4,024 | $3,780 | $244 | 6% | 148 | 11-50 | 101-250 |
| 21. Welch & Forbes | Boston | www.welchforbes.com | $3,870 | $4,007 | -$137 | -3% | 2,274 | 11-50 | more than 500 |
| 22. KLS Professional Advisors Group | New York | www.klsadvisors.com | $3,862 | $2,917 | $945 | 32% | 5,589 | 6-10 | more than 500 |
| 23. Presidio Wealth Management | San Francisco | www.presidiofp.com | $3,813 | $444 | $3,369 | 759% | 142 | 11-50 | 101-250 |
| 24. Baker Street Advisors | San Francisco | www.bakerstreetadvisors.com | $3,758 | $2,041 | $1,717 | 84% | 938 | 6-10 | 26-100 |
| 25. Greycourt & Company | Pittsburgh | www.greycourt.com | $3,731 | $2,926 | $805 | 28% | 63 | 11-50 | 26-100 |
| 26. Edelman Financial Services | Fairfax, Va. | www.edelmanfinancial.com | $3,700 | $372 | $3,328 | 895% | 28,431 | 11-50 | more than 500 |
| 27. Bel Air Investment Advisors | Los Angeles | www.belair-llc.com | $3,685 | $3,212 | $473 | 15% | 2,327 | 11-50 | 251-500 |
| 28. Calibre Advisory Services | Waltham, Mass. | www.calibre.com | $3,628 | $2,671 | $957 | 36% | 2,438 | 11-50 | 101-250 |
| 29. Mercer Advisors | Scottsdale | www.merceradvisors.com | $3,524 | $2,775 | $749 | 27% | 15,858 | 51-250 | more than 500 |
| 30. BC Advisors | Mt. Laurel, N.J. | www.theberingergroup.com | $3,441 | N/A | N/A | N/A | 111 | 26-100 | 6-10 |
| 31. Avalon Advisors | Houston | www.avalonadvisors.com | $3,280 | $2,186 | $1,094 | 50% | 1,263 | 11-50 | 101-250 |
| 32. Shepherd Kaplan | Boston | www.sk-llc.com | $3,237 | $1,038 | $2,199 | 212% | 876 | 6-10 | 101-250 |
| 33. RSM Mcgladrey | Minneapolis | www.rsmmcgladrey.com | $3,228 | $2,243 | $985 | 44% | 7,416 | 51-250 | more than 500 |
| 34. Clarfeld Financial Advisors | Tarrytown, N.Y. | www.clarfeld.com | $3,110 | $2,225 | $885 | 40% | 2,170 | 11-50 | 251-500 |
| 35. The Quantitative Group | San Antonio | www.quantgroup.com | $2,993 | $3,745 | -$752 | -20% | 117 | 6-10 | 101-250 |
| 36. Choate Investment Advisors | Boston | www.choate.com | $2,915 | $2,369 | $546 | 23% | 1,745 | 6-10 | 251-500 |
| 37. Strategic Capital Allocation | Boston | www.scagrp.com | $2,836 | $2,419 | $417 | 17% | 10 | 6-10 | 1-10 |
| 38. Gresham Partners | Chicago | www.greshampartners.com | $2,780 | $1,980 | $800 | 40% | 3,549 | 11-50 | 26-100 |
| 39. Altair Advisers, Llc | Chicago | www.altairadvisers.com | $2,780 | $2,058 | $722 | 35% | 186 | 11-50 | 101-250 |
| 40. GW & Wade | Wellesley, Mass. | www.gwwade.com | $2,729 | $1,663 | $1,066 | 64% | 5,382 | 11-50 | more than 500 |
| 41. Athena Capital Advisors | Lincoln, Mass. | www.athenacapital.com | $2,710 | $2,277 | $433 | 19% | 126 | 11-50 | 26-100 |
| 42. Wetherby Asset Management | San Francisco | www.wetherby.com | $2,685 | $1,460 | $1,225 | 84% | 2,911 | 11-50 | more than 500 |
| 43. Stolper & Company | San Diego | www.stolperco.com | $2,547 | $2,347 | $200 | 9% | 347 | 1-5 | 251-500 |
| 44. Ballamor Capital | Radnor, Pa. | www.ballamorcapital.com | $2,544 | $1,843 | $701 | 38% | 105 | 6-10 | 101-250 |
| 45. Inverness Counsel Inc | New York | www.invernesscounsel.com | $2,514 | $2,395 | $119 | 5% | 1,202 | 11-50 | more than 500 |
| 46. R. M. Davis | Portland | www.rmdavis.com | $2,334 | $1,636 | $698 | 43% | 2,985 | 11-50 | more than 500 |
| 47. Schultz Collins Lawson Chambers | San Francisco | www.schultzcollins.com | $2,225 | $1,463 | $762 | 52% | 197 | 6-10 | 101-250 |
| 48. Hewins Financial Advisors | Foster City, Calif. | www.hewinsfinancial.com | $2,224 | $1,308 | $916 | 70% | 2,999 | 6-10 | 101-250 |
| 49. Tolleson Private Wealth Management | Dallas | www.tollesonwealth.com | $2,221 | $1,591 | $630 | 40% | 1,577 | 11-50 | 26-100 |
| 50. Cornerstone Advisors | Bethlehem, Pa. | www.cornerstone-companies.com | $2,169 | $1,174 | $995 | 85% | 517 | 11-50 | 101-250 |
| 51. First American Trust | Santa Ana, Calif. | www.firstamtrust.com | $2,161 | $1,563 | $598 | 38% | 1,628 | 11-50 | more than 500 |
| 52. Advanced Capital Group | Minneapolis | www.acgbiz.com | $2,131 | $884 | $1,247 | 141% | 115 | 1-5 | 26-100 |
| 53. Kibble & Prentice | Seattle | www.kpcom.com | $2,127 | $1,411 | $716 | 51% | 479 | 11-50 | 251-500 |
| 54. Bingham, Osborn & Scarborough | San Francisco | www.bosinvest.com | $2,100 | $1,450 | $650 | 45% | 2,921 | 11-50 | more than 500 |
| 55. Robert Harrell Incorporated | Austin | www.harrell.com | $2,079 | $2,218 | -$139 | -6% | 35 | 1-5 | 26-100 |
| 56. Clifford Swan Investment Counsel | Pasadena, Texas | www.cliffordswan.com | $2,076 | $908 | $1,168 | 129% | 2,327 | 11-50 | more than 500 |
| 57. Cornerstone Advisors | Bellevue, Wash. | www.buildbeyond.com | $2,006 | $1,651 | $355 | 22% | 1,670 | 11-50 | 251-500 |
| 58. Homrich & Berg Inc | Atlanta | www.homrich-berg.com | $1,984 | $1,307 | $677 | 52% | 2,474 | 11-50 | 251-500 |
| 59. Ballentine Finn & Company | Wolfeboro, N.H. | www.ballentine-finn.com | $1,955 | $694 | $1,261 | 182% | 1,220 | 11-50 | 101-250 |
| 60. Prairie Capital | Kansas City, Mo. | www.prairiecapital.com | $1,934 | $1,052 | $882 | 84% | 1,063 | 6-10 | 101-250 |
| 61. Linscomb & Williams | Houston | www.linscomb-williams.com | $1,925 | $1,388 | $537 | 39% | 1,585 | 11-50 | more than 500 |
| 62. Freestone Capital | Seattle | www.freestonecapital.com | $1,909 | $1,693 | $216 | 13% | 814 | 6-10 | more than 500 |
| 63. Reinhart Partners | Mequon, Wis. | www.reinhart-partnersinc | $1,908 | $1,419 | $489 | 34% | 1,000 | 11-50 | more than 500 |
| 64. Seaward Management | Boston | www.seawardmgmt.com.com | $1,885 | $2,139 | -$254 | -12% | 886 | 6-10 | 251-500 |
| 65. Atherton Lane Advisers | Menlo Park | athertonlane.com | $1,840 | $1,046 | $794 | 76% | 489 | 11-50 | 251-500 |
| 66. RegentAtlantic Capital | Chatham | www.regentatlantic.com | $1,839 | $1,169 | $670 | 57% | 1,042 | 11-50 | more than 500 |
| 67. Laird Norton Tyee Asset Strategies | Seattle | www.lntyee.com | $1,832 | $1,294 | $538 | 42% | 1,295 | 11-50 | 251-500 |
| 68. Evanson Asset Management | Carmel, Calif. | www.evansonasset.com | $1,786 | $932 | $854 | 92% | 2,235 | 1-5 | 251-500 |
| 69. Guggenheim Investment Advisors | New York | www.guggenheimpartners.com | $1,763 | $1,018 | $745 | 73% | 279 | 11-50 | 101-250 |
| 70. Dimeo Schneider & Associates | Chicago | www.dimeoschneider.com | $1,738 | $0 | $1,738 | 0% | 1,137 | 11-50 | 251-500 |
| 71. Carret Asset Management | New York | www.carret.com | $1,687 | $992 | $695 | 70% | 890 | 11-50 | more than 500 |
| 72. Mason Investment Advisory Services | Reston, Va. | www.masoncompanies.com | $1,643 | $1,303 | $340 | 26% | 463 | 11-50 | more than 500 |
| 73. Joel Isaacson & Company | New York | www.joelisaacson.com | $1,628 | $1,008 | $620 | 62% | 2,670 | 11-50 | more than 500 |
| 74. The MDE Group | Morristown, Pa. | www.mdegroup.com | $1,585 | $1,307 | $278 | 21% | 186 | 6-10 | 101-250 |
| 75. Legend Advisory | Palm Beach Gardens, Fla. | www.legendgroup.com | $1,579 | $1,151 | $428 | 37% | 22,804 | 6-10 | more than 500 |
| 76. Partners | Houston | www.paulcomstockpartners.com | $1,564 | $1,373 | $191 | 14% | 123 | 6-10 | 101-250 |
| 77. Manchester Capital | Manchester, Va. | www.mcmllc.com | $1,550 | $968 | $582 | 60% | 647 | 6-10 | 101-250 |
| 78. Signature Financial | Norfolk, Va. | www.sigfin.com | $1,544 | $766 | $778 | 102% | 1,192 | 6-10 | 101-250 |
| 79. Savant Capital Management | Rockford, Ill. | www.zeroalphagroup.com | $1,515 | $909 | $606 | 67% | 1,767 | 11-50 | more than 500 |
| 80. Hale And Dorr Wealth Advisors | Boston | www.haledorrwealth.com | $1,514 | $1,494 | $20 | 1% | 1,163 | 11-50 | 251-500 |
| 81. Foundation Resource Management | Little Rock | www.foundationresourcemanagement.com | $1,507 | $1,051 | $456 | 43% | 112 | 1-5 | 101-250 |
| 82. Brighton Jones | Seattle | www.brightonjones.com | $1,504 | $907 | $597 | 66% | 366 | 11-50 | 251-500 |
| 83. RMB Capital Management | Chicago | www.rmbcap.com | $1,495 | $950 | $545 | 57% | 5,632 | 11-50 | more than 500 |
| 84. Pacific Portfolio Consulting | Seattle | www.pacific-portfolio.com | $1,490 | $920 | $570 | 62% | 278 | 6-10 | 251-500 |
| 85. Wescott Financial Advisory Group | Philadelphia | www.wescott.com | $1,488 | $949 | $539 | 57% | 293 | 11-50 | 251-500 |
| 86. Balasa Dinverno Foltz | Itasca Ill. | www.bdfllc.com | $1,488 | $1,008 | $480 | 48% | 776 | 11-50 | more than 500 |
| 87. Plancorp | Saint Louis | www.plancorp.com, www.zeroalphagroup.com | $1,470 | $905 | $565 | 62% | 2,553 | 11-50 | 251-500 |
| 88. Lamco Advisory Services | Lake Mary, Fla. | www.lamcogroup.com | $1,466 | $1,070 | $396 | 37% | 752 | 6-10 | 101-250 |
| 89. Sweetwater Investments | Redmond, Wash. | www.sweetwaterinv.com | $1,462 | $105 | $1,357 | 1292% | 245 | 1-5 | 101-250 |
| 90. SEA / Lanigan Wealth Management | Thomasville, Ga. | www.assetadvisor.com | $1,461 | $781 | $680 | 87% | 643 | 6-10 | 101-250 |
| 91. Welch Hornsby & Welch | Montgomery | www.welchhornsby.com | $1,460 | $1,311 | $149 | 11% | 322 | 6-10 | 251-500 |
| 92. Halbert, Hargrove / Russell | Long Beach | www.halberthargrove.com | $1,407 | $927 | $480 | 52% | 1,666 | 11-50 | more than 500 |
| 93. SEIA | Los Angeles | www.seiallc.com | $1,400 | $878 | $522 | 59% | 4,135 | 11-50 | more than 500 |
| 94. Budros, Ruhlin & Roe | Columbus | www.b-r-r.com | $1,370 | $870 | $500 | 57% | 4,209 | 11-50 | more than 500 |
| 95. Rinet Company | Boston | www.rinetco.com | $1,359 | $1,129 | $230 | 20% | 1,101 | 11-50 | 101-250 |
| 96. Capital Investment Counsel | Denver | www.cicinvestments.com | $1,356 | $816 | $540 | 66% | 2,827 | 11-50 | more than 500 |
| 97. Family Management Corporation | New York | www.familymanage.com | $1,349 | $834 | $515 | 62% | 1,495 | 11-50 | 251-500 |
| 98. Solaris Advisors | New York | www.solarisgroupllc.com | $1,347 | $384 | $963 | 251% | 27 | 6-10 | 11-25 |
| 99. Virchow Krause Wealth Management | Madison | www.virchowkrause.com | $1,340 | $952 | $388 | 41% | 2,245 | 11-50 | more than 500 |
| 100. Palisades Hudson | Scarsdale, N.Y. | www.palisadeshudson.com | $1,339 | $607 | $732 | 121% | 73 | 11-50 | 26-100 |
| Source: www.riadatabase.com | |||||||||
Definitions & Methodology
Registered Rep. asked RIA Database, a leading provider of Web-based, searchable data for the financial services industry, to search through Forms ADV that registered investment advisors must file with Security and Exchange Commission. The “Top 100 Advisor Report” ranked registered investment advisors (RIAs) based on total assets under management as defined by the SEC, as of May 31, 2008. Firms were included based on the following criteria:
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Greater than 50 percent of their assets must be from the retail marketplace.
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They must provide financial planning services, portfolio management for individuals or conduct due diligence on third party advisors.
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They must not be doing business as a broker/dealer, bank or insurance company.
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The RIAs must not be investing in proprietary products.
Growth of total assets under management was calculated from total assets under management data as defined by the Security and Exchange Commission from December 31, 2006 to May 31, 2008.
