2010 Top Wealth Managers

2011 Top Wealth Manager Rankings

For a list of the 100 Top Wealth Managers, more data and analysis, please visit the 2011 Top Wealth Managers home page.

Fields can be sorted by clicking the Column Header

Rank Firm Name
Name Title Year Business Started Staff Minimum AUM for Client Total Assets ($000) Average AUM Per Client ($000) Number of Client Relationships
1 Oxford Financial Group, Ltd.Oxford Financial Group, Ltd. Jeffrey H. Thomasson CEO, Managing Director 1984 109 $2,000,000 $15,940,606 $17,712 900
2 Convergent Wealth AdvisorsConvergent Wealth Advisors Steven D. Lockshin Chairman, CEO 1994 94 $10,000,000 $14,299,305 $42,431 337
3 SCS FinancialSCS Financial Peter Mattoon CEO 2002 45 $25,000,000 $7,800,000 $71,560 109
4 Reynders, McVeigh Capital Management, LLCReynders, McVeigh Capital Management, LLC Patrick McVeigh President 2005 14 $6,634,000 $30,018 221
5 Welch & Forbes LLCWelch & Forbes LLC John H. Emmons, Jr. President 1838 53 $1,000,000 $3,264,073 $10,203 619
6 myCIO Wealth Partners, LLCmyCIO Wealth Partners, LLC David E. Lees Senior Partner 2005 32 $2,000,000 $6,151,538 $14,787 416
7 Edelman Financial Services LLCEdelman Financial Services LLC Ric Edelman Chairman, CEO 1987 233 $50,000 $5,959,949 $426 14000
8 The Mutual Fund StoreThe Mutual Fund Store Adam Bold CEO 1996 227 $50,000 $5,944,506 $195 30428
9 Gresham Partners LLCGresham Partners LLC Edward F Neild IV President, CIO 1997 27 $25,000,000 $5,877,245 $85,177 69
10 Tiedemann Wealth ManagementTiedemann Wealth Management Craig Smith President 2009 46 $20,000,000 $5,874,234 $66,753 88
11 Johnson Investment CounselJohnson Investment Counsel Timothy E. Johnson President, CEO 1965 89 $250,000 $5,835,940 $2,313 2523
12 Ballentine Partners, LLCBallentine Partners, LLC Roy Ballentine President 1997 45 $3,000,000 $5,830,171 $53,983 108
13 BBR PartnersBBR Partners Brett Barth, Arthur Black, Evan Roth Managing Partners 2000 56 $20,000,000 $5,391,600 $74,883 72
14 Litman/Gregory Asset Management, LLCLitman/Gregory Asset Management, LLC Chris Wheaton Managing Partner 1987 51 $3,000,000 $4,859,269 $18,908 257
15 AspiriantAspiriant Rob Francais Chief Executive Officer 2008 123 $5,000,000 $4,558,693 $10,130 450
16 Federal Street AdvisorsFederal Street Advisors John LaPann President 1991 28 $20,000,000 $4,157,791 $48,346 86
17 Innovest Portfolio SolutionsInnovest Portfolio Solutions Richard M. Todd CEO 1996 24 $5,000,000 $4,111,000 $24,617 167
18 Beacon Pointe AdvisorsBeacon Pointe Advisors Shannon Eusey President 2002 45 $100,000 $4,016,084 $5,398 744
19 Joel Isaacson & Co., LLCJoel Isaacson & Co., LLC Joel S. Isaacson President 1993 35 $1,000,000 $3,948,672 $5,062 780
20 Luminous Capital, LLCLuminous Capital, LLC Mark Sear, David Hou, Alan Zafran, Robert Skinner, Eric Harrison, Kim Ip Partner 2008 25 $5,000,000 $3,800,000 $12,667 300
21 Athena Capital Advisors LLCAthena Capital Advisors LLC Lisette Cooper CEO 1993 38 $3,520,797 $110,025 32
22 Hefren-Tillotson, Inc.Hefren-Tillotson, Inc. Kim Tillotson Fleming Chairman, CEO 1948 143 $100,000 $3,350,279 $701 4779
23 GW & Wade, LLCGW & Wade, LLC Michael Glor Principal 1986 91 $3,320,869 $1,696 1958
24 Bahl & Gaynor Investment Counsel, Inc.Bahl & Gaynor Investment Counsel, Inc. William F. Bahl President 1990 39 $750,000 $3,137,414 $6,835 459
25 Lake Street AdvisorsLake Street Advisors Greg Van Slyke Manager 2003 22 $3,065,900 $69,680 44
26 Massey Quick & Co., LLCMassey Quick & Co., LLC Joseph Belfatto Partner 2004 20 $5,000,000 $2,987,601 $22,296 134
27 Buckingham Asset ManagementBuckingham Asset Management Adam Birenbaum CEO 1994 100 $2,859,000 $1,826 1566
28 Ferguson Wellman Capital ManagementFerguson Wellman Capital Management James Rudd CEO, President 1975 39 $2,000,000 $2,769,689 $5,129 540
29 Altair AdvisersAltair Advisers Steven B. Weinstein President, Chief Investment Officer 2002 48 $5,000,000 $2,642,506 $12,348 214
30 Choate Investment AdvisorsChoate Investment Advisors Todd Millay Managing Director 1996 10 $2,000,000 $2,486,102 $4,735 525
31 Hewins Financial Advisors, LLCHewins Financial Advisors, LLC Roger Hewins President 1999 31 $400,000 $2,355,809 $3,032 777
32 Iron Capital AdvisorsIron Capital Advisors Charles E Osborne Managing Director 2003 7 $2,343,937 $22,757 103
33 Tolleson Private Wealth ManagementTolleson Private Wealth Management Eric W. Bennett Chairman, CEO 2000 58 $10,000,000 $2,275,000 $23,947 95
34 Bingham Osborn & Scarborough, LLCBingham Osborn & Scarborough, LLC Kevin Dorwin Managing Principal 1985 32 $2,000,000 $2,200,564 $2,854 771
35 SignatureSignature Randy Webb President, CEO 1994 29 $5,000,000 $2,157,523 $14,101 153
36 Harris SBSBHarris SBSB Greg Sullivan Managing Director 1991 37 $1,000,000 $2,130,000 $2,462 865
37 Vogel ConsultingVogel Consulting Rhona E. Vogel Founder, CEO 1993 28 $10,000,000 $2,124,000 $42,480 50
38 Homrich BergHomrich Berg Andy Berg CEO 1989 55 $2,099,261 $2,799 750
39 True North Advisors LLCTrue North Advisors LLC Scott Wood, Mark Gehlbach Founding Principals 2000 26 $1,000,000 $2,032,000 $4,546 447
40 Mill Creek Capital Advisors, LLCMill Creek Capital Advisors, LLC Richard Stevens CEO 2006 21 $5,000,000 $2,001,541 $25,019 80
41 Arlington Family OfficeArlington Family Office Kenneth Polk CEO, Managing Member 1998 28 $20,000,000 $2,000,000 $43,478 46
42 RMB Capital ManagementRMB Capital Management Richard M. Burridge, Jr. CEO, CIO 2005 43 $1,000,000 $1,986,200 $2,323 855
43 Savant Capital Management IncSavant Capital Management Inc Brent Brodeski CEO 1986 62 $500,000 $1,949,854 $932 2093
44 South Texas Money ManagementSouth Texas Money Management Jeanie Wyatt CEO 2000 55 $500,000 $1,927,654 $1,422 1356
45 Creative Planning, Inc.Creative Planning, Inc. Peter Mallouk President & Chief Investment Officer 1982 19 $1,917,531 $1,128 1700
46 Highmount CapitalHighmount Capital Maarten R van Hengel Partner 2002 43 $3,000,000 $1,877,223 $22,348 84
47 Kovitz Investment Group, LLCKovitz Investment Group, LLC Mitchell A. Kovitz Principal, Portfolio Manager 2003 32 $500,000 $1,768,000 $1,954 905
48 Balasa Dinverno Foltz LLCBalasa Dinverno Foltz LLC Armond A. Dinverno President, Co-CEO 1986 31 $1,000,000 $1,746,338 $2,205 792
49 Financial Management PartnersFinancial Management Partners Katherine B. Lintz President, CEO 1990 21 $1,723,057 $11,564 149
50 The MDE GroupThe MDE Group Mitchell D. Eichen CEO 1987 26 $3,000,000 $1,718,266 $9,288 185
51 Manchester Capital Management LLCManchester Capital Management LLC Ted Cronin CEO, CIO 1993 22 $10,000,000 $1,700,251 $11,335 150
52 Brighton Jones, LLCBrighton Jones, LLC Jon Jones Co-CEO 1999 36 $1,685,000 $3,144 536
53 Pathstone Family OfficePathstone Family Office Steve Braverman Co-Founder, Managing Director 2010 25 $10,000,000 $1,683,589 $42,090 40
54 Halbert HargroveHalbert Hargrove Russ Hill CEO 1989 30 $1,000,000 $1,664,438 $4,224 394
55 Dowling & Yahnke, LLCDowling & Yahnke, LLC Dale Yahnke President 1991 23 $1,000,000 $1,656,048 $2,250 736
56 Bartholomew & Company, Inc.Bartholomew & Company, Inc. Thomas J. Bartholomew President 1994 20 $1,642,000 $1,665 986
57 JMG Financial Group, Ltd.JMG Financial Group, Ltd. Marita A. Sullivan CEO 1984 45 $1,000,000 $1,613,916 $3,676 439
58 Badgley Phelps Investment ManagersBadgley Phelps Investment Managers Steven C. Phelps President 1966 27 $2,500,000 $1,583,236 $3,834 413
59 American Portfolios Advisors, Inc.American Portfolios Advisors, Inc. Lon T. Dolber CEO 2001 413 $50,000 $1,514,717 $168 9000
60 Telemus Capital PartnersTelemus Capital Partners Jim Robinson CEO, CIO 2005 51 $1,000,000 $1,511,442 $1,991 759
61 WMS Partners, LLCWMS Partners, LLC Timothy W. Chase Managing Partner 1992 27 $5,000,000 $1,497,515 $6,292 238
62 Budros, Ruhlin & Roe, Inc.Budros, Ruhlin & Roe, Inc. Peggy M. Ruhlin Managing Principal 1979 42 $500,000 $1,473,874 $2,641 558
63 RCL Advisors, LLCRCL Advisors, LLC William Cafero Partner 2006 9 $2,000,000 $1,403,266 $13,238 106
64 WTAS LLCWTAS LLC Mark Vorsatz CEO 2002 29 $1,359,807 $9,999 136
65 Baker Tilly Investment Advisors, LLCBaker Tilly Investment Advisors, LLC Steven Parish President 1997 36 $250,000 $1,308,231 $1,428 916
66 Hillview Capital Advisors, LLCHillview Capital Advisors, LLC Jonathan J. Hochberg President 1999 20 $10,000,000 $1,242,430 $15,727 79
67 Paragon Investment Management Inc.Paragon Investment Management Inc. Shari J Burns President 1991 15 $1,000,000 $1,229,310 $4,454 276
68 SignatureFD, LLCSignatureFD, LLC Jeffrey S. Peller Managing Director 1997 26 $2,000,000 $1,175,021 $3,109 378
69 Circle Wealth ManagementCircle Wealth Management Maria L. Kattan Chrin Managing Partner 2006 11 $50,000,000 $1,129,647 $94,137 12
70 Financial Clarity, Inc.Financial Clarity, Inc. Stanford Young Founder & President 1992 10 $30,000,000 $1,111,613 $35,858 31
71 HbK Sorce Financial LLCHbK Sorce Financial LLC Christopher Allegretti CEO 2001 47 $1,102,249 $286 3854
72 Moss Adams Wealth Advisors LLCMoss Adams Wealth Advisors LLC Rebecca Pomering CEO 1988 37 $1,101,336 $1,262 873
73 Wipfli Hewins Investment Advisors, LLCWipfli Hewins Investment Advisors, LLC Roger Hewins President 1999 27 $1,080,822 $1,660 651
74 Gerstein FisherGerstein Fisher Gregg S. Fisher President and Chief Investment Officer 1993 27 $1,074,000 $1,534 700
75 RiverPoint Capital ManagementRiverPoint Capital Management Valerie L. Newell Chairman & Managing Director 1995 17 $1,000,000 $1,071,003 $3,368 318
76 Morton Capital ManagementMorton Capital Management Lon Morton President and CEO 1983 21 $250,000 $1,064,844 $1,609 662
77 Palisades Hudson Asset Management, L.P.Palisades Hudson Asset Management, L.P. Larry M. Elkin President 1997 18 $500,000 $1,052,766 $12,385 85
78 Deglin KenealyDeglin Kenealy Charles Osbone President 1937 25 $500,000 $1,040,468 $2,890 360
79 Mainstay Capital Management, LLCMainstay Capital Management, LLC David Kudla CEO & Chief Investment Strategist 2000 20 $200,000 $1,022,744 $354 2891
80 Lepercq Lynx Investment Advisory, LLCLepercq Lynx Investment Advisory, LLC Peter Tanous President 1992 15 $2,000,000 $1,022,391 $15,729 65
81 Grimes & Company, Inc.Grimes & Company, Inc. Timothy J. Grimes President 1986 16 $500,000 $1,006,149 $775 1298
82 Vantage Investment Partners, LLCVantage Investment Partners, LLC John G. Woolway Chief Investment Officer 2003 3 $350,000 $1,005,509 $14,787 68
83 TCI Wealth Advisors, Inc.TCI Wealth Advisors, Inc. Robert Swift CEO 1990 27 $500,000 $981,362 $944 1040
84 EP Wealth AdvisorsEP Wealth Advisors Derek H. Holman Managing Director 1982 22 $500,000 $965,000 $902 1070
85 Modera Wealth Management, LLCModera Wealth Management, LLC Thomas Orecchio President 1983 30 $1,000,000 $964,446 $1,880 513
86 Alan CohnAlan Cohn Alan Cohn, Stephen Cohn Co-Presidents 1989 19 $500,000 $957,684 $1,904 503
87 Truepoint Inc.Truepoint Inc. Michael J. Chasnoff Founder & CEO 1990 23 $500,000 $932,774 $2,077 449
88 Edge AdvisorsEdge Advisors William Maner Managing Partner 2006 20 $3,000,000 $921,623 $18,071 51
89 Algonquin Advisors LLCAlgonquin Advisors LLC George Hubbard Managing Partner 1998 10 $5,000,000 $900,700 $50,039 18
90 Resource Consulting GroupResource Consulting Group Michael H. Davis CEO 1988 19 $1,000,000 $892,221 $2,906 307
91 West Financial Services Inc.West Financial Services Inc. Glen Buco President & Chief Investment Officer 1982 20 $1,000,000 $888,234 $1,718 517
92 Quest Capital Management, Inc.Quest Capital Management, Inc. Kalita Beck Blessing President and Wealth Manager 1987 28 $1,000,000 $886,038 $1,678 528
93 Lee Financial CorporationLee Financial Corporation Dana Pingenot President 1975 59 $1,000,000 $867,000 $2,843 305
94 Carlson Capital ManagementCarlson Capital Management Gregory A. Carlson Principal/President 1986 21 $1,000,000 $837,000 $1,594 525
95 SYM Financial AdvisorsSYM Financial Advisors Jerry Yeager CEO 1968 23 $300,000 $826,359 $1,413 585
96 Mt. Eden Investment Advisors, LLCMt. Eden Investment Advisors, LLC Keith McWilliams CEO, CIO 2004 17 $2,000,000 $812,672 $7,890 103
97 BrightworthBrightworth Chris Dardaman CEO 1997 18 $1,000,000 $803,573 $2,220 362
98 Legacy Wealth ManagementLegacy Wealth Management James J. Isaacs President and CEO 1982 24 $500,000 $782,463 $1,287 608
99 Strategic Wealth Partners LLCStrategic Wealth Partners LLC David Copeland, Neal Price Principals 2008 8 $1,000,000 $778,708 $2,562 304
100 Resource Management, Inc.Resource Management, Inc. D. Randolph Waesche President/ CEO 1974 6 $770,000 $2,333 330
101 Guyasuta Investment Advisors IncGuyasuta Investment Advisors Inc Peter F. Mathieson President & CCO 1983 15 $1,000,000 $747,000 $3,427 218
102 The Karras CompanyThe Karras Company Brett N. Karras President 1985 7 $250,000 $738,500 $3,730 198
103 Hamilton Capital Management, Inc.Hamilton Capital Management, Inc. R. Matthew Hamilton CEO 1997 31 $729,276 $818 891
104 ProVise Management Group, LLCProVise Management Group, LLC V. Raymond Ferrara CEO 1986 14 $250,000 $713,000 $1,275 559
105 American Economic Planning Group, Inc.American Economic Planning Group, Inc. Steven Kaye President 1982 39 $1,000,000 $701,000 $1,811 387
106 CCR Wealth Management, LLCCCR Wealth Management, LLC David Borden Principal 1998 10 $500,000 $700,000 $2,000 350
107 Altfest Personal Wealth ManagementAltfest Personal Wealth Management Lewis Alfest CEO, CIO, Principal Advisor 1983 20 $1,000,000 $686,148 $1,581 434
108 CFS Investment Advisory Services, L.L.C.CFS Investment Advisory Services, L.L.C. Greg Makowski/Harris Nydick Managing Member 1993 8 $500,000 $662,066 $1,881 352
109 Resnick Investment Advisors, LLCResnick Investment Advisors, LLC Joseph McBride Managing Director 1990 24 $250,000 $642,400 $717 896
110 Pennsylvania Capital Management, Inc.Pennsylvania Capital Management, Inc. Irvin G. Schorsch, III President, CEO 1995 11 $750,000 $640,368 $4,241 151
111 Evensky & KatzEvensky & Katz Harold Evensky President 1985 14 $1,000,000 $639,000 $2,486 257
112 Penniall & Associates, Inc.Penniall & Associates, Inc. David Penniall CEO 2003 28 $635,176 $474 1341
113 Forum Financial Management, LLCForum Financial Management, LLC Norbert Mindel Managing Partner 2002 20 $250,000 $630,000 $716 880
114 Schneider Downs Wealth Management Advisors, LPSchneider Downs Wealth Management Advisors, LP Don A. Linzer Chief Executive Officer 2000 14 $500,000 $626,000 $2,345 267
115 The Windsor Group, Ltd.The Windsor Group, Ltd. Channing Mitzell Co-Founder 1986 17 $750,000 $625,000 $1,114 561
116 Daniel R. GauglerDaniel R. Gaugler Daniel R. Gaugler CEO, Managing Director 2002 9 $2,000,000 $624,700 $6,310 99
117 Founders Financial NetworkFounders Financial Network Robert Kresek Managing Partner 1997 9 $1,000,000 $615,409 $7,890 78
118 Heritage Financial Services, Inc.Heritage Financial Services, Inc. Charles S. Bean, III President, CEO 1990 19 $500,000 $615,000 $969 635
119 Diversified Management, Inc.Diversified Management, Inc. Mark Homan President 1993 7 $500,000 $606,670 $2,989 203
120 Greenspring Wealth ManagementGreenspring Wealth Management Patrick Collins Principal 2004 5 $604,155 $3,824 158
121 Lau Associates LLCLau Associates LLC Judith W Lau President 1985 11 $582,500 $4,516 129
122 Select Consulting, Inc.Select Consulting, Inc. Robert V. Sytz, Jr. President 1999 10 $300,000 $570,000 $1,566 364
123 Oakwood Capital Management LLCOakwood Capital Management LLC Bruce A. Mandel President, CEO 1998 15 $1,000,000 $557,350 $3,071 363
124 Sadoff Investment Management LLCSadoff Investment Management LLC Michael Sadoff Investment Advisor 1978 6 $750,000 $549,880 $1,057 520
125 Bedel Financial Consulting, Inc.Bedel Financial Consulting, Inc. Elaine Kops-Bedel President 1989 14 $500,000 $547,911 $1,262 434
126 Relative Value Partners LLCRelative Value Partners LLC Robert H Huffman III CEO 2004 7 $1,000,000 $544,634 $3,756 145
127 Dion Money ManagementDion Money Management Donald R. Dion, Jr. President 1996 34 $100,000 $537,472 $374 1436
128 HA&W Wealth Management, LLCHA&W Wealth Management, LLC Nick Bhandari Managing Principal 1999 13 $500,000 $525,000 $1,591 330
129 Mission Wealth Management, LLCMission Wealth Management, LLC Seth Streeter President 2000 18 $1,000,000 $522,265 $1,583 330
130 Traust Sollus Wealth Management, LLCTraust Sollus Wealth Management, LLC Albert J. Zdenek, Jr. CEO 1982 18 $2,000,000 $516,728 $4,829 107
131 Emerson Investment Mangement, Inc.Emerson Investment Mangement, Inc. Bradford A. Gardner President, Managing Director 1985 10 $1,000,000 $516,400 $1,359 380
132 Ironwood Investment Counsel, LLCIronwood Investment Counsel, LLC Jeffrey E. Shiffra Managing Partner 2001 12 $500,000 $513,076 $1,996 257
133 McKinley Carter Wealth ServicesMcKinley Carter Wealth Services David H. McKinley President, Managing Director 2005 24 $510,838 $786 650
134 Towneley Capital Management, Inc.Towneley Capital Management, Inc. Tracy A. Kuntz President 1971 15 $500,000 $510,462 $3,672 139
135 Warren, Averett, Kimbrough & Marino Wealth Management, LLCWarren, Averett, Kimbrough & Marino Wealth Management, LLC James A. Warren Managing Partner 1999 9 $1,000,000 $508,369 $2,332 218
136 PDS Planning, Inc.PDS Planning, Inc. Robert Cochran Principal 1985 12 $498,865 $1,341 372
137 R. E. Wacker AssociatesR. E. Wacker Associates Robert E. Wacker President, CEO 1987 11 $490,655 $1,083 453
138 Strategic Asset Management Group Advisors Inc.Strategic Asset Management Group Advisors Inc. Brad Orvieto Partner 2005 6 $1,000,000 $477,000 $3,180 150
139 Waypoint AdvisorsWaypoint Advisors Elizabeth T. Patterson President 2001 8 $1,000,000 $476,377 $5,604 85
140 The Monitor Group, Inc.The Monitor Group, Inc. Glenn G. Kautt President, CEO 1981 13 $1,000,000 $470,299 $2,305 204
141 King Investment Advisors, Inc.King Investment Advisors, Inc. Roger E. King Chairman and President 1981 26 $1,000,000 $464,711 $1,412 329
142 Pinnacle Wealth Planning Services, Inc.Pinnacle Wealth Planning Services, Inc. Jennifer Henderson CEO 1998 18 $300,000 $452,769 $1,024 442
143 Leonetti & Associates, LLCLeonetti & Associates, LLC Michael E. Leonetti CEO 1982 18 $200,000 $449,028 $1,106 406
144 Atlas BrownAtlas Brown W. Wayne Hancock CEO 2004 16 $1,000,000 $442,253 $3,949 112
145 StrategicPoint Investment AdvisorsStrategicPoint Investment Advisors Richard Anzelone and Betsey Purinton Managing Directors 1989 15 $250,000 $438,435 $420 1045
146 Weaver Wealth ManagementWeaver Wealth Management Dave Sego Managing Director 2001 18 $1,000,000 $438,000 $1,802 243
147 Patton Albertson & Miller, LLCPatton Albertson & Miller, LLC Jimmy Patton Managing Principal, CEO 2003 14 $1,000,000 $431,903 $1,749 247
148 Summit Asset Management LLCSummit Asset Management LLC S. Alexander Thompson & Stephen H. Rhea Chairman, President 1991 12 $100,000 $431,873 $1,107 390
149 Bridgecreek Investment ManagementBridgecreek Investment Management Chuck Fuller CEO 2004 3 $1,000,000 $429,976 $7,166 60
150 Stepp & Rothwell, Inc.Stepp & Rothwell, Inc. Kathleen Stepp, Howard Rothwell Principals and Owners 1983 15 $428,173 $2,489 172
151 SFMG Wealth AdvisorsSFMG Wealth Advisors Kevin Margolis CEO 1995 9 $1,000,000 $417,875 $1,201 348
152 William Mack & Associates, Inc.William Mack & Associates, Inc. William Mack President 1992 9 $1,000,000 $407,000 $1,208 337
153 Willow Creek Financial Services, Inc.Willow Creek Financial Services, Inc. Bruce Dzieza President 1984 10 $401,500 $1,037 387
154 W. Eric HehmanW. Eric Hehman W. Eric Hehman CEO 1987 16 $1,000,000 $401,095 $1,407 285
155 Center for Financial PlanningCenter for Financial Planning Timothy Wyman Managing Partner 1985 20 $350,000 $399,016 $623 640
156 GM Advisory Group, Inc.GM Advisory Group, Inc. Frank P. Marzano Managing Principal 2004 12 $387,695 $1,678 231
157 Ballew/Russell, Inc.Ballew/Russell, Inc. C. Brooks Mosley President, CEO 1991 13 $100,000 $387,655 $698 555
158 Valley National Advisers, IncValley National Advisers, Inc Thomas M Riddle President 1985 24 $386,446 $552 700
159 Glassman Wealth Services, LLCGlassman Wealth Services, LLC Barry Glassman President 2009 5 $2,000,000 $385,753 $2,900 133
160 Petersen Hastings Inv. Mgmt.Petersen Hastings Inv. Mgmt. Jeffrey C. Petersen President 1962 17 $384,114 $1,157 332
161 Beaird Harris Wealth Management, Inc.Beaird Harris Wealth Management, Inc. Pat C. Beaird President 1996 8 $500,000 $383,653 $1,909 201
162 Medley & Brown, LLCMedley & Brown, LLC Tim C. Medley Managing Member 1988 8 $500,000 $380,388 $822 463
163 Legend Financial Advisors, Inc.Legend Financial Advisors, Inc. Louis Stanasolovich President, CEO 1994 20 $1,000,000 $375,670 $1,439 261
164 Warwick PartnersWarwick Partners Hays Glover President 1979 7 $1,000,000 $374,000 $2,770 135
165 Kings Point Capital Management, LLCKings Point Capital Management, LLC Jack Salzman Senior Managing Partner 2005 7 $2,000,000 $367,609 $4,595 80
166 CJM Wealth Advisers, Ltd.CJM Wealth Advisers, Ltd. Timothy Jones President 1978 17 $500,000 $366,329 $814 450
167 Aurum Wealth Management GroupAurum Wealth Management Group Eric Wulff Managing Director, Principal 2006 7 $1,000,000 $365,000 $4,148 88
168 Burt Associates, Inc.Burt Associates, Inc. Fred Cornelius President, CEO 1972 10 $1,000,000 $362,715 $1,769 205
169 ACG Advisory Services, LLCACG Advisory Services, LLC J. Saunders Wiggins Owner 1991 13 $361,000 $1,523 237
170 JWA Financial Group, Inc.JWA Financial Group, Inc. James N. Whiddon President, CEO 1998 10 $361,000 $1,523 275
171 TrovenaTrovena Christopher Van Slyke Partner 1996 10 $10,000 $360,000 $7,200 50
172 Delessert Financial ServicesDelessert Financial Services Chris Dalto President 1994 7 $2,000,000 $355,188 $2,711 131
173 Lodestar Private Asset ManagementLodestar Private Asset Management Randall L. Manley Principal 1989 7 $500,000 $346,908 $2,017 172
174 horan capital managementhoran capital management Patrick Horan President, CEO 1995 21 $500,000 $341,965 $475 720
175 Rodgers & AssociatesRodgers & Associates Rick Rodgers President 1996 11 $500,000 $340,313 $818 416
176 Lara, Shull & May, LLCLara, Shull & May, LLC E. Ronald Lara CEO 2007 25 $331,358 $257 1288
177 Lassus WherleyLassus Wherley Diahann W. Lassus President 1985 25 $329,310 $1,206 273
178 lbmc Investment Advisors, LLClbmc Investment Advisors, LLC Greg Herman President 1998 4 $500,000 $326,213 $2,330 140
179 GDM Advisory Group, Ltd.GDM Advisory Group, Ltd. Glenn Meyer President 1993 3 $323,000 $1,318 245
180 Blankinship & Foster, LLCBlankinship & Foster, LLC Stefan Prvanov President, CEO, Managing Partner 1989 11 $1,000,000 $318,000 $1,407 226
181 Kathleen Day & Associates, Inc. dba Enrichment Group, Inc.Kathleen Day & Associates, Inc. dba Enrichment Group, Inc. Kathleen Day CEO 1987 14 $316,156 $1,040 304
182 Carnegie Investment CounselCarnegie Investment Counsel Richard Alt CIO 1974 15 $500,000 $314,919 $1,090 289
183 Fox, Joss & Yankee, LLCFox, Joss & Yankee, LLC Marjorie L. Fox Partner, CEO, Sr. Financial Advisor 2006 8 $1,000,000 $307,481 $1,337 230
184 Weatherly Asset ManagementWeatherly Asset Management Carolyn P. Taylor President 1994 13 $1,000,000 $307,136 $1,324 232
185 Columbia Asset ManagementColumbia Asset Management Brian H Weisman President 1997 6 $1,000,000 $305,972 $2,782 110
186 Kahler Financial Group, Inc.Kahler Financial Group, Inc. Richard Kahler President, CEO 1992 4 $304,978 $4,121 74
187 Reilly Financial AdvisorsReilly Financial Advisors Frank Reilly President 1999 15 $350,000 $303,808 $823 369
188 Douglas E. MorisoliDouglas E. Morisoli Roy M. Fairman Managing Principal 2002 17 $1,000,000 $296,686 $3,225 92
189 HTG Investment Advisors Inc.HTG Investment Advisors Inc. H. Thomas Gnuse CEO 1993 8 $295,486 $1,279 231
190 HJ Wealth Management LLCHJ Wealth Management LLC Jay L. Heller CEO 1980 6 $500,000 $295,254 $984 300
191 Krasney Financial LLCKrasney Financial LLC Jonathan Krasney CEO 1987 9 $1,000,000 $286,788 $1,066 269
192 Greystone Financial Group, Inc.Greystone Financial Group, Inc. John E. Mullins President 1994 10 $250,000 $286,000 $806 355
193 Financial Planning and Information Services, Inc.Financial Planning and Information Services, Inc. Lon Mishler President 1985 10 $285,769 $491 582
194 Ruggie Wealth ManagementRuggie Wealth Management Thomas H. Ruggie President 1991 10 $282,000 $729 387
195 Sheaff Brock Investment Advisors, LLCSheaff Brock Investment Advisors, LLC David S. Gilreath Managing Director 2001 8 $200,000 $280,000 $487 575
196 Goldstein Munger and AssociatesGoldstein Munger and Associates Richard Goldstein CEO 1995 6 $1,500,000 $275,184 $3,669 75
197 Roble Belko & CompanyRoble Belko & Company Roger Roble President 2000 6 $2,000,000 $272,856 $5,457 50
198 Lewis & Mathews Investment Management, Inc.Lewis & Mathews Investment Management, Inc. Stephen W. Lewis President 1990 3 $272,000 $3,056 89
199 Tortoise Investment ManagementTortoise Investment Management Ian Yankwitt President, Portfolio Manager 2004 8 $271,220 $1,450 187
200 Evermay Wealth ManagementEvermay Wealth Management William Pitt Principal, Managing Director 2009 7 $1,000,000 $268,000 $1,605 167
201 Cern BasherCern Basher James McDermott President 2000 11 $264,595 $1,800 147
202 Trees Investment Counsel LLCTrees Investment Counsel LLC M. Jay Trees Chairman 1999 4 $2,000,000 $262,933 $9,067 29
203 Abridge Partners, LLCAbridge Partners, LLC Gene A. Yates, Jr. Managing Member 2008 4 $250,000 $262,107 $1,456 180
204 Schiavi + DattaniSchiavi + Dattani Vincent A. Schiavi President 1983 6 $257,414 $1,907 135
205 Annex Wealth Management, LLCAnnex Wealth Management, LLC David J. Spano President 2004 27 $256,000 $266 964
206 Firestone Capital Management, Inc.Firestone Capital Management, Inc. Jack M Firestone President 1991 6 $500,000 $252,700 $1,113 227
207 Galecki Financial ManagementGalecki Financial Management Greg Galecki Owner 1990 9 $300,000 $252,000 $840 300
208 Securus Wealth Management, LLCSecurus Wealth Management, LLC Jim Goodland President, CEO 1995 19 $500,000 $251,417 $496 507
209 Strategic Retirement PlansStrategic Retirement Plans Leo B. Lapito President 1976 10 $250,000 $251,000 $745 337
210 The Arkansas Financial GroupThe Arkansas Financial Group Fredrick Adkins, III President, CEO 1982 6 $249,868 $1,131 221
211 Keats, Connelly and Associates LLCKeats, Connelly and Associates LLC Dale Walters CEO 1990 33 $248,762 $2,241 111
212 Kutscher Rhodes & Benner, Inc.Kutscher Rhodes & Benner, Inc. Frederic T. Kutscher Principal 1991 8 $246,446 $2,393 103
213 c5 Wealth Management, LLCc5 Wealth Management, LLC Paul Bennett Managing Partner 2006 7 $1,000,000 $240,950 $1,147 210
214 Mark J. Snyder Financial Services, Inc.Mark J. Snyder Financial Services, Inc. Mark J. Snyder President 1991 10 $100,000 $237,654 $530 448
215 Freed AdvisorsFreed Advisors Susan Freed President 1990 7 $1,500,000 $237,470 $1,979 120
216 SilverOak Wealth ManagementSilverOak Wealth Management Shannon King President 1999 8 $250,000 $236,494 $1,714 138
217 TGS Financial AdvisorsTGS Financial Advisors James S. Hemphill Managing Director 1990 20 $1,000,000 $235,514 $821 287
218 Schroeder, Braxton & Vogt Inc.Schroeder, Braxton & Vogt Inc. Rosanne Braxton President 1980 8 $500,000 $235,243 $526 447
219 O'Rourke and Company IncO'Rourke and Company Inc Brian O'Rourke President 1987 5 $1,000,000 $235,000 $2,527 93
220 LBA Wealth ManagementLBA Wealth Management David T. Albaneze Managing Partner 1999 4 $500,000 $234,240 $1,273 184
221 CRA FinancialCRA Financial Matthew & Thomas Reynolds Co-Managing Partners 2000 5 $250,000 $233,054 $804 290
222 Charles Stephen and company,IncCharles Stephen and company,Inc Stephen J. Ciepiela President 1983 9 $750,000 $233,000 $1,099 212
223 The Program Works, Inc.The Program Works, Inc. Chitra Staley President, CEO 2004 3 $1,000,000 $230,574 $5,490 42
224 Stonegate Wealth Management, LLCStonegate Wealth Management, LLC Stephen Craffen Managing Partner 1993 9 $500,000 $230,000 $852 270
225 Harris Financial Advisors, Inc.Harris Financial Advisors, Inc. Mary Harris President 1992 10 $750,000 $224,100 $930 241
226 Stonegate Wealth Management, LLCStonegate Wealth Management, LLC Stephen Craffen Managing partner 1993 8 $1,000,000 $223,000 $892 250
227 Ogorek Wealth Management LLCOgorek Wealth Management LLC Anthony J. Ogorek Operating Manager 1987 6 $219,303 $1,225 179
228 Bridgewater Wealth & Financial Management LLCBridgewater Wealth & Financial Management LLC Ron Rubin Managing Principal 1994 6 $1,000,000 $218,860 $2,125 103
229 Sather Financial Group IncSather Financial Group Inc Dave Sather President 1999 4 $500,000 $218,640 $1,584 138
230 Money Consultants, Inc.Money Consultants, Inc. Chris Neubert President 1980 10 $100,000 $218,600 $1,041 210
231 KHC Wealth ManagementKHC Wealth Management Stewart S. Koesten President, CEO 1997 11 $250,000 $218,131 $1,154 189
232 Randal L GoldenRandal L Golden Randal Golden Managing Director 2006 5 $1,000,000 $216,902 $1,506 144
233 Quadrant Capital ManagementQuadrant Capital Management Jeffrey Fisher Managing Director 2001 6 $1,000,000 $216,363 $2,254 96
234 Glass Jacobson Investment Advisors, LLCGlass Jacobson Investment Advisors, LLC Jonathan Dinkisn Managing Member, CEO 1998 10 $250,000 $215,278 $886 243
235 DCA Global Wealth ManagementDCA Global Wealth Management Sean Cook President 1988 4 $1,000,000 $214,401 $1,897 113
236 R.W. Roge & Company, Inc.R.W. Roge & Company, Inc. Ronald R. Roge CEO and Chairman 1986 10 $1,200,000 $212,000 $819 259
237 Sunrise Advisors, Inc.Sunrise Advisors, Inc. David P. Scott Chairman 1993 5 $208,000 $738 282
238 Scott RosemanScott Roseman Aaron Wagner President 2008 4 $1,000,000 $206,857 $1,309 158
239 Moisand Fitzgerald Tamayo, LLCMoisand Fitzgerald Tamayo, LLC Charlie Fitzgerald Principal 1998 11 $500,000 $205,088 $712 288
240 Creative Capital Management Inc.Creative Capital Management Inc. Peg Eddy President 1975 8 $201,996 $1,474 137
241 Ritter Daniher Financial Advisory, LLCRitter Daniher Financial Advisory, LLC John K. Ritter Managing Partner 1999 7 $500,000 $201,837 $893 226
242 Anderson, Riley & Spoor, P.A.Anderson, Riley & Spoor, P.A. Anthony Anderson President, CEO 1997 6 $400,000 $200,500 $822 244
243 Wade Financial GroupWade Financial Group Jerry Wade President 1994 9 $500,000 $200,000 $1,075 186
244 Burton Enright WelchBurton Enright Welch Jeremy Welch Managing Partner 1989 6 $500,000 $195,350 $888 220
245 Rappaport Reiches Capital Management, LLCRappaport Reiches Capital Management, LLC Shari Reiches Principal 2005 5 $500,000 $194,543 $1,769 110
246 Roof Advisory Group, Inc.Roof Advisory Group, Inc. E. Jeffrey Roof President 1998 6 $750,000 $193,433 $1,586 122
247 Liebau Asset Management CoLiebau Asset Management Co Jack Liebau President 2003 3 $1,000,000 $186,000 $6,200 30
248 Jentner Financial GroupJentner Financial Group Bruce A. Jentner President 1984 7 $500,000 $185,980 $1,348 138
249 Wechter Feldman Wealth Management, Inc.Wechter Feldman Wealth Management, Inc. David M. Feldman, CFP, CSA President 1984 11 $500,000 $185,825 $1,264 147
250 Financial Management Group, Inc.Financial Management Group, Inc. Brett P. Wilder CEO 1989 12 $300,000 $185,000 $837 221
251 Pacific Wealth ManagementPacific Wealth Management James C. Kuntz, Mark Hill Managing Director 2000 5 $182,972 $610 300
252 LifePlan Financial Group, Inc.LifePlan Financial Group, Inc. Dan L. Hypes CEO 1989 9 $100,000 $182,790 $416 439
253 Pacific Advisory GroupPacific Advisory Group Bob Adams President 24 5 $182,200 $2,047 89
254 EHD Advisory Services, Inc.EHD Advisory Services, Inc. Kenneth Eshleman President 2003 9 $182,167 $519 351
255 Sanders Financial Management, Inc.Sanders Financial Management, Inc. Emily C. Sanders President, CEO 1994 13 $300,000 $180,736 $1,015 178
256 Williams Asset ManagementWilliams Asset Management Gary Williams President 1994 4 $500,000 $156,619 $742 243
257 Vintage Financial Services, LLCVintage Financial Services, LLC Franklin Moore CEO 1985 5 $250,000 $180,167 $698 258
258 Harfst and Associates, Inc.Harfst and Associates, Inc. Robby D. Harfst, CFP President 1993 9 $500,000 $180,000 $424 425
259 Asset Management Group, Inc.Asset Management Group, Inc. LeGrand S. Redfield, Jr. President/CEO 1983 6 $174,938 $748 234
260 HC Financial Advisors, Inc.HC Financial Advisors, Inc. Peggy S. Cabaniss President 1985 7 $1,000,000 $172,536 $1,021 169
261 Tobias Financial AdvisorsTobias Financial Advisors Benjamin A. Tobias President 1980 5 $500,000 $171,733 $1,321 130
262 Bedrock Capital ManagementBedrock Capital Management Joel Shaps President 10 5 $1,000,000 $170,601 $1,446 118
263 Neumann Capital Management, LLCNeumann Capital Management, LLC Daniel J Neumann, CFA Owner and Principal 1990 3 $1,000,000 $170,277 $1,892 90
264 Stevens Wealth ManagementStevens Wealth Management Sue Stevens CEO 2000 7 $1,000,000 $170,183 $1,636 104
265 Kabarec Financial Advisors, Ltd.Kabarec Financial Advisors, Ltd. Michael Kabarec President 1982 5 $500,000 $168,051 $853 197
266 Arista Wealth AdvisorsArista Wealth Advisors Timothy E. Casserly President 1988 11 $100,000 $166,221 $515 323
267 Winch FinancialWinch Financial Christina V. Winch CEO 1981 15 $500,000 $164,000 $333 493
268 WheelerFrost Associates, IncWheelerFrost Associates, Inc Peter Wheeler CEO 1982 11 $1,000,000 $159,000 $1,026 155
269 Halpern Financial Inc.Halpern Financial Inc. Ted Halpern President 1998 5 $1,000,000 $157,742 $876 180
270 Horizon Advisors, LLCHorizon Advisors, LLC Larry Maddox President 1999 5 $1,000,000 $157,677 $1,546 102
271 Stellar Capital Management, LLCStellar Capital Management, LLC Stephen J. Taddie Managing Partner 1984 7 $500,000 $157,462 $990 159
272 Bernhardt Wealth Management, Inc.Bernhardt Wealth Management, Inc. Gordon J. Bernhardt President, CEO 1994 4 $1,000,000 $157,096 $1,441 109
273 Guidant Wealth AdvisorsGuidant Wealth Advisors Frank Patzke President 1993 14 $155,780 $556 280
274 WJ Interests, LLCWJ Interests, LLC Jared Jameson Chief Investment Officer 1996 6 $500,000 $155,000 $1,047 148
275 Gibraltar Capital Management, Inc.Gibraltar Capital Management, Inc. James Redman President 2002 5 $500,000 $153,400 $1,918 80
276 Trinity Financial Advisors, LLCTrinity Financial Advisors, LLC John W. Wimbiscus Managing Member 2000 7 $1,000,000 $152,574 $2,677 57
277 Strategic Wealth Advisors, LLCStrategic Wealth Advisors, LLC Laurie Bagley, CFA Managing Director 1999 4 $750,000 $150,000 $2,113 71
278 David CottamDavid Cottam David Cottam Managing Partner 2005 10 $500,000 $149,762 $1,208 124
279 Geier Asset Management, Inc.Geier Asset Management, Inc. Joseph N. Geier President 1999 18 $148,510 $778 191
280 Appleton Group Wealth ManagementAppleton Group Wealth Management Mark Scheffler Founder, Senior Portfolio Manager 2002 6 $500,000 $147,600 $952 155
281 Allodium Investment ConsultantsAllodium Investment Consultants David J Bromelkamp President, CEO 2005 7 $1,000,000 $147,047 $1,935 76
282 Financial Focus LLCFinancial Focus LLC Michael F. Kay President 2001 11 $250,000 $146,477 $640 229
283 Technomart Investment AdvisorsTechnomart Investment Advisors Joseph Parnes President 1979 13 $1,000,000 $146,050 $1,679 87
284 Voso Financial AdvisersVoso Financial Advisers Scott A. McCaskill Director 1983 6 $250,000 $146,000 $314 465
285 Legacy Consulting GroupLegacy Consulting Group Steven G. Wachs President 1997 5 $145,533 $1,673 87
286 Mutual Fund Management Co.Mutual Fund Management Co. Frank S. Arvai President 1992 4 $250,000 $144,933 $573 253
287 MCS Financial AdvisorsMCS Financial Advisors Michael Stalker President 1990 3 $2,000,000 $144,741 $1,956 74
288 KMH Wealth Management, LLCKMH Wealth Management, LLC Thomas Lane Keller Owner 1998 6 $144,500 $826 175
289 Glenn Woody Financial Consultants, Inc.Glenn Woody Financial Consultants, Inc. Glenn D. Woody President 1981 4 $250,000 $142,767 $567 252
290 Searcy Financial Services, Inc.Searcy Financial Services, Inc. Michael Searcy President 1976 6 $500,000 $141,805 $1,058 134
291 Burns Matteson Capital ManagementBurns Matteson Capital Management William Burns President 2000 3 $2,000,000 $141,636 $957 148
292 The Lubitz Financial GroupThe Lubitz Financial Group Linda Lubitz Boone President 1994 6 $1,000,000 $141,000 $1,439 98
293 Zimmerman Wealth Management, LLCZimmerman Wealth Management, LLC Thomas H. Zimmerman Principal, Managing Member 2003 3 $1,000,000 $140,000 $1,556 90
294 Camden Financial ManagementCamden Financial Management Randy Oldenburg President 1996 1 $2,000,000 $139,022 $2,674 52
295 Holcombe Financial, Inc.Holcombe Financial, Inc. Russell Holcombe President 2007 3 $1,000,000 $138,000 $1,302 106
296 Grand Wealth Management, LLCGrand Wealth Management, LLC Jeffrey S. Williams President 2004 3 $500,000 $137,705 $1,035 133
297 Investment Advisory Professionals, LLCInvestment Advisory Professionals, LLC Arthur J Canter President 1998 4 $500,000 $137,000 $1,384 99
298 Netting & Pace, CPAsNetting & Pace, CPAs Conrad J. Netting President 1986 7 $1,000,000 $136,360 $2,573 53
299 Morris Financial Concepts, Inc.Morris Financial Concepts, Inc. Kyra Morris President 1987 10 $1,000,000 $136,000 $567 240
300 Miller Advisors, Inc.Miller Advisors, Inc. Kathleen Miller President 1979 6 $500,000 $134,623 $666 202
301 Copeland Wealth ManagementCopeland Wealth Management C. Lawrence Copeland President 1998 5 $134,500 $538 250
302 Barnes Investment Advisory, Inc.Barnes Investment Advisory, Inc. Kathie Barnes President 1989 6 $133,994 $1,015 132
303 The Hogan-Knotts Financial Group, Inc.The Hogan-Knotts Financial Group, Inc. Robert E. Hogan, CFP President 1979 7 $500,000 $133,994 $749 179
304 Pivotal Planning Group, LLCPivotal Planning Group, LLC John Marchisotta Co-Managing Partner 2000 10 $133,872 $1,380 97
305 Lewis Financial ManagementLewis Financial Management Douglas J. Lewis President 1983 5 $1,000,000 $132,994 $1,461 91
306 Schultz Financial Group IncorporatedSchultz Financial Group Incorporated Russell C. Schultz CEO 1982 8 $131,972 $1,571 84
307 Moneywise Inc. dba Huff, Stuart & CarltonMoneywise Inc. dba Huff, Stuart & Carlton Rick Huff President 1983 10 $500,000 $130,300 $693 188
308 Raub Brock Capital Management, LPRaub Brock Capital Management, LP David Raub Principal 2001 4 $500,000 $129,364 $1,209 107
309 Integris Wealth ManagementIntegris Wealth Management Gifford Lehman Wealth Manager 1997 4 $127,938 $2,414 53
310 Financial FoundationsFinancial Foundations Nicholas Cosentino CEO, President 2000 9 $500,000 $127,000 $212 600
311 Align Wealth ManagementAlign Wealth Management Brian Puckett Managing Partner 1993 4 $400,000 $126,853 $1,103 115
312 Empyrion Wealth Management, Inc.Empyrion Wealth Management, Inc. Kimberly Foss Erickson President 1989 5 $1,000,000 $126,542 $1,438 88
313 21st Century Wealth Management LLC21st Century Wealth Management LLC Todd Spahr Mananging Member 2000 2 $350,000 $126,087 $2,335 54
314 The Darrow Company, IncThe Darrow Company, Inc Thomas McFarland President 1987 5 $500,000 $125,153 $1,181 106
315 Focus Wealth Management, Ltd.Focus Wealth Management, Ltd. Sandra Atkins President 2001 5 $500,000 $123,553 $1,507 82
316 McCarthy Asset Management, Inc.McCarthy Asset Management, Inc. Steve McCarthy President 1999 4 $400,000 $117,570 $606 194
317 Paradigm Financial Advisors, LLCParadigm Financial Advisors, LLC Robert J. Spindel President 1997 8 $500,000 $117,470 $1,108 106
318 Leber-Andesa Advisors, Inc.Leber-Andesa Advisors, Inc. Michael Baittinger Managing Partner 2009 7 $250,000 $115,000 $958 120
319 Ventura Wealth ManagementVentura Wealth Management Nick Ventura President 2004 8 $250,000 $115,000 $622 185
320 LD Lowe Sr Wealth AdvisoryLD Lowe Sr Wealth Advisory Lloyd Lowe Sr. Managing Principal 1991 12 $114,000 $456 250
321 Holbrook Global StrategiesHolbrook Global Strategies Richard Holbrook Owner, Founder 2003 2 $1,000,000 $113,000 $3,324 34
322 Heritage Way Advisors, LLCHeritage Way Advisors, LLC Gary F. Ollmann President 2003 3 $1,000,000 $112,506 $1,520 74
323 Harbor Financial Group, Inc.Harbor Financial Group, Inc. Elyse D. Foster, CFP President 1988 6 $300,000 $112,224 $1,421 79
324 YellowWood Financial Advisors, Inc.YellowWood Financial Advisors, Inc. Brian Lipton President 1993 4 $400,000 $110,700 $1,334 83
325 Ticknor Atherton & AssociatesTicknor Atherton & Associates Mark Atherton President 1991 5 $500,000 $110,569 $1,229 90
326 Andrews Advisory Associates, LLCAndrews Advisory Associates, LLC Les Andrews Managing Member 1998 3 $250,000 $110,000 $840 131
327 Riley Wealth Management, LLCRiley Wealth Management, LLC William Riley CEO, CCO 2008 6 $150,000 $110,000 $220 500
328 WNY Asset ManagementWNY Asset Management John Pieroni, Thomas Duerr, Robert Castiglione, Robert Lojacono President 1994 15 $187,000 $518 210
329 CMH Wealth Management, LLCCMH Wealth Management, LLC Brian Carolan, CFA Chief Investment Officer 2009 5 $107,445 $2,755 39
330 Financial Insights, Inc.Financial Insights, Inc. Dorothy A. Lewis President, CEO 1981 7 $500,000 $107,323 $350 307
331 Focus Financial Advisors Inc.Focus Financial Advisors Inc. Frederick E. Raffety President 1984 4 $106,678 $827 129
332 Professional Financial Strategies, Inc.Professional Financial Strategies, Inc. Paul Byron Hill CFP President 1993 5 $1,000,000 $106,154 $1,361 78
333 Financial Management ConceptsFinancial Management Concepts Brian Fricke President 1991 5 $106,058 $829 128
334 Hammel Financial Advisory Group, LLCHammel Financial Advisory Group, LLC Melissa K. Hammel 1985 5 $104,797 $1,344 78
335 Tull Financial Group, Inc.Tull Financial Group, Inc. Robert W. Tull, Jr. President, CEO 1989 5 $250,000 $103,378 $766 135
336 JVL Associates, LLCJVL Associates, LLC Jerry Vanderlugt Owner 2002 3 $102,000 $4,857 21
337 Samalin Investment CounselSamalin Investment Counsel Andrew Samalin Principal 2007 5 $101,256 $873 116
338 Strategic Financial Concepts LLCStrategic Financial Concepts LLC Reagan Wagner Managing Member, President 2007 26 $100,000 $100,000 $250 400
339 Berno Financial Management, IncBerno Financial Management, Inc Bruce J. Berno President 1993 4 $750,000 $97,814 $1,208 81
340 Roseline Capitol Advisors, LLCRoseline Capitol Advisors, LLC James V Duty Managing Director 2005 6 $1,000,000 $96,981 $2,255 43
341 Covenant Wealth AdvisorsCovenant Wealth Advisors Robert G. Topping Managing Member 2002 4 $750,000 $96,921 $960 101
342 Beacon Financial Advisors, Inc.Beacon Financial Advisors, Inc. Ronald Robins President 2000 2 $1,000,000 $95,000 $2,436 39
343 Rochester Financial ServicesRochester Financial Services Jeffrey Feldman Owner 1993 1 $94,735 $391 242
344 Sard Wealth Management Group, LLCSard Wealth Management Group, LLC Jonathan Sard President 1992 3 $750,000 $94,338 $502 188
345 Willow Ridge Capital Advisors, IncWillow Ridge Capital Advisors, Inc Steven Merrell President 2001 5 $500,000 $90,675 $737 123
346 Essential Investment Partners, LLCEssential Investment Partners, LLC Jonathan Zeschin CEO 2001 4 $1,000,000 $90,461 $3,479 26
347 Asset Planning Inc.Asset Planning Inc. Sandra C. Field President 1998 3 $100,000 $90,094 $439 205
348 Otto & Associates, Inc.Otto & Associates, Inc. David W. Otto President 1991 5 $250,000 $86,000 $782 110
349 Briggs Wealth Management, LLCBriggs Wealth Management, LLC Mark Briggs Owner 2002 4 $1,000,000 $84,686 $1,059 80
350 LJCooper Capital ManagementLJCooper Capital Management Craig M. Porter-Rollins CEO 2000 13 $82,179 $409 201
351 Ivy League Financial Advisors LLCIvy League Financial Advisors LLC Christopher N. Brown President 1999 2 $80,145 $826 97
352 Zeller Kern Private Wealth Management Inc.Zeller Kern Private Wealth Management Inc. Steven Zeller President, CEO 2007 5 $400,000 $80,000 $471 170
353 Dickmeyer Boyce Financial Management Inc.,Dickmeyer Boyce Financial Management Inc., Ian D. Boyce Managing Partner 2002 3 $300,000 $77,900 $534 146
354 Charleston Financial Advisors, LLCCharleston Financial Advisors, LLC William Prewitt Managing Member 1986 4 $200,000 $74,289 $640 116
355 EnRich Financial Partners LLCEnRich Financial Partners LLC Christopher Rich Managing Member 2003 4 $250,000 $72,000 $450 160
356 McDermott Advisory Group, LLCMcDermott Advisory Group, LLC Daniel M. McDermott Owner 1999 5 $250,000 $69,724 $697 100
357 Cypress Advisory Services Ltd., LLPCypress Advisory Services Ltd., LLP Paul Palmer Managing Principal 2006 3 $1,000,000 $68,757 $1,058 65
358 Flagship Capital Management, IncFlagship Capital Management, Inc Tom Goldsmith President 1990 4 $250,000 $67,600 $650 104
359 Strasbaugh Financial Advisory, Inc.Strasbaugh Financial Advisory, Inc. Susan Strasbaugh President 1998 5 $250,000 $67,000 $827 81
360 Financial Guidance Group, Inc.Financial Guidance Group, Inc. Carl F. von dem Bussche President 1993 4 $500,000 $66,200 $576 115
361 Mueller Financial Solutions CoMueller Financial Solutions Co Jeffrey L Mueller President 1997 4 $250,000 $63,510 $285 223
362 Vescor Consulting, Inc.Vescor Consulting, Inc. Michael V Addessi President 1983 7 $250,000 $60,846 $246 247
363 Kasanow & Associates: Wealth ManagementKasanow & Associates: Wealth Management Harry G. Kasanow President 1994 7 $1,000,000 $60,000 $545 110
364 Capital Preservation Partners, Inc.Capital Preservation Partners, Inc. Michael Hymes Managing Director 1992 10 $500,000 $57,000 $456 125
365 MA Wealth ManagementMA Wealth Management Mike Deovlet President 1956 4 $1,000,000 $55,523 $6,940 8
366 Loretta Nolan Associates LLCLoretta Nolan Associates LLC Loretta Nolan Managing Member 1997 2 $53,964 $1,861 29
367 Pauley Financial Services, Inc.Pauley Financial Services, Inc. Doug Pauley Owner, CEO 1996 3 $500,000 $53,937 $1,498 36
368 Artifex Financial GroupArtifex Financial Group Doug Kinsey Partner 2007 4 $400,000 $52,000 $634 82
369 Johnson Financial Group, LLCJohnson Financial Group, LLC Brandon C. Johnson Principal 2002 3 $500,000 $51,500 $3,679 14
370 Krilogy FinancialKrilogy Financial Kent Skornia President 2009 17 $47,000 $392 120
371 First Republic Private Wealth ManagementFirst Republic Private Wealth Management Robert L. Thornton President, Investment Management 1924 218 $300,000 $18,664 $5 3500

Please visit our official Reprint partner, PARS International, for information on plaques, reprints and logo licensing.