Slideshows

Top 50 Fastest-Growing RIA Firms

Financial Planning’s list of the top 50 Fastest-Growing RIA Firms tracks growth in AUM between 2011 and 2013. These firms range in size, from $600 million AUM to over $3.5 billion AUM. But all are growing -- fast.


Click here to view the full story on the top RIA leaders, or browse through this list to see who topped the charts.

No.1 Rockefeller & Co.

No.1 Rockefeller & Co.

Location: New York


AUM Growth: $3,548.6M


Investment Advisors: 56


Client Accounts: 2,899

No.2 Creative Planning | Peter Mallouk, Founder, pictured above

No.2 Creative Planning | Peter Mallouk, Founder, pictured above

Location: Leawood, Kan.


AUM Growth: $2,554.0M


Investment Advisors: 38


Client Accounts: 21,282

No.3 Banyan Partners | Peter Raimondi, CEO, pictured above

No.3 Banyan Partners | Peter Raimondi, CEO, pictured above

Location: Palm Beach Gardens, Fla.


AUM Growth: $2,062.4M


Investment Advisors: 21


Client Accounts: 4,227

No.4 Summit Rock Advisors

No.4 Summit Rock Advisors

Location: New York


AUM Growth: $1,397.34M


Investment Advisors: 18


Client Accounts: 64

No.5 Shepherd Kaplan

No.5 Shepherd Kaplan

Location: Boston


AUM Growth: $1,340.1M


Investment Advisors: 16


Client Accounts: 1,688

No.6 WMS Partners

No.6 WMS Partners

Location: Towson, Md.


AUM Growth: $1,297.5M


Investment Advisors: 13


Client Accounts: 389

No.7 Pacific Portfolio Consulting

No.7 Pacific Portfolio Consulting

Location: Seattle


AUM Growth: $1,293.9M


Investment Advisors: 7


Client Accounts: 228

No.8 Reinhart Partners

No.8 Reinhart Partners

Location: Mequon, Wis.


AUM Growth: $1,273.3M


Investment Advisors: 21


Client Accounts: 5,482

No.9 BBR Partners

No.9 BBR Partners

Location: New York


AUM Growth: $1,248.9M


Investment Advisors: 54


Client Accounts: 1,235

No.10 Advanced Capital Group

No.10 Advanced Capital Group

Location: Minneapolis


AUM Growth: $1,177.0M


Investment Advisors: 10


Client Accounts: 325

No.11 - No.20| Jeffery H. Thomasson, CEO & Managing Director of Oxford Financial Group, pictured above

No.11 - No.20| Jeffery H. Thomasson, CEO & Managing Director of Oxford Financial Group, pictured above

No.11 Ronald Blue & Co.| Location: Roswell, Ga. | AUM Growth: $1,128.4M



No.12 RGT Capital Management | Location: Dallas | AUM Growth: $1,106.0M



No.13 Adams Hall Wealth Advisors | Location: Tulsa, Okla. | AUM Growth: $1,087.3M



No.14 Tolleson Private Wealth Management | Location: Dallas | AUM Growth: $1,086.7M



No.15 Heck Capital Advisors | Location: Rhinelande, Wis. | AUM Growth: $1,070.0M



No.16 Manchester Capital Management | Location: Mancheste, Vt. | AUM Growth: $1,047.8M



No.17 Miller/Russell & Associates | Location: Phoenix | AUM Growth: $1,046.9M



No.18 Oxford Financial Group | Location: Carmel, Ind. | AUM Growth: $1,012.2M



No.19 Mercer Global Advisors | Location: Santa Barbara, Calif. | AUM Growth: $1,011.0M



No.20 Baker Street Advisors | Location: San Francisco | AUM Growth: $979.0M

No.21 - No.30 | Lisette_Cooper, Founder of Athena Capital, pictured above

No.21 - No.30 | Lisette_Cooper, Founder of Athena Capital, pictured above

No.21 Seven Bridges Advisors | Location: New York | AUM Growth: $950.0M



No.22 Geller Family Office Services | Location: New York | AUM Growth: $937.7M



No.23 Altair Advisers | Location: Chicago | AUM Growth: $917.2M



No.24 Athena Capital Advisors | Location: Lincoln, Mass. | AUM Growth: $909.4M



No.25 Gresham Partners | Location: Chicago | AUM Growth: $895.1M



No.26 Hewins Financial Advisors | Location: San Mateo | AUM Growth: $856.1M



No.27 myCIO Wealth Partners | Location: Philadelphia | AUM Growth: $853.9M



No.28 Aspiriant | Location: San Francisco | AUM Growth: $843.3M



No.29 Green Square Capital | Location: Memphis, Tenn. | AUM Growth: $823.1M



No.30 Beaumont Financial Partners | Location: Wellesley Hills, Mass. | AUM Growth: $793.8M

No.31 - No.40

No.31 - No.40

No.31 Wellspring Financial Advisors | Location: Cleveland | AUM Growth: $781.2M



No.32 Wetherby Asset Management | Location: San Francisco | AUM Growth: $779.4M



No.33 Sontag Advisory | Location: New York | AUM Growth: $773.2M



No.34 Savant Capital | Location: Rockford, Ill. | AUM Growth: $759.4



No.35 Federal Street Advisors | Location: Boston | AUM Growth: $749.6M



No.36 CM Wealth Advisors | Location: Cleveland | AUM Growth: $734.4M



No.37 RINET Company | Location: Boston | AUM Growth: $726.4M



No.38 Plancorp | Location: Saint Louis | AUM Growth: $717.9M



No.39 Ballentine Partners | Location: Waltham, Mass. | AUM Growth: $702.4M



No.40 Homrich & Berg | Location: Atlanta | AUM Growth: $698.1M

No.41 - No.50

No.41 - No.50

No.41 Dowling & Yahnke | Location: San Diego | AUM Growth: $696.9M



No.42 Balasa Dinverno Foltz | Location: Itasca, Ill. | AUM Growth: $696.4M



No.43 Halbert Hargrove Global Advisors | Location: Long Beach, Calif. | AUM Growth: $696.2M



No.44 SignatureFD | Location: Atlanta | AUM Growth: $689M



No.45 Northeast Financial Consultants | Location: Westport, Conn. | AUM Growth: $685.9M



No.46 Inverness Counsel | Location: New York | AUM Growth: $685.7M



No.47 Signature Financial Management | Location: Norfolk, Va. | AUM Growth: $663.3M



No.48 TAG Associates | Location: New York | AUM Growth: $663M



No.49 Warren Averett Asset Management | Location: Birmingham, Ala. | AUM: $637.7M



No.50 Brighton Jones | Location: Seattle | AUM: $628.8M

See who topped the charts on Financial Planning's list of the top 50 Fastest-Growing RIA Firms. These firms range in size, but all are growing -- fast.

Comments (0)
Be the first to comment on this post using the section below.
Post a Comment
You must be registered to post a comment.
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.
Already a subscriber? Log in here