2010 Top Wealth Managers

2012 Top Wealth Manager

Below is the complete list of participants in our Top Wealth Managers survey. For a ranking of the 100 Top Wealth Managers, more data and analysis, please visit the 2012 Top Wealth Managers home page.

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Wealth Management Firm President, CEO, or Primary Owner/Partner Year Founded Total Staff Minimum AUM for Clients Total AUM (in 000) AUM per Client (in 000) Number of Clients
Treasury Partners / HighTower Richard Saperstein 1982 16 $5,000,000 $9,266,816 $123,558 75
Athena Capital Advisors LLC Lisette Cooper 1993 46 $0 $4,078,198 $107,321 38
SCS Financial Services, LLC Peter Mattoon 2002 49 $25,000,000 $8,313,000 $79,171 105
Circle Wealth Management, LLC Maria L. Chrin 2006 10 $50,000,000 $1,067,704 $76,265 14
Central Registered Investment Advisors Donald R. Perdue 2009 4 $1,000,000 $839,000 $55,933 15
Gresham Partners LLC Ted Neild 1997 26 $25,000,000 $3,663,597 $52,337 70
Federal Street Advisors John LaPann 1991 27 $20,000,000 $3,790,813 $50,544 75
Pathstone Family Office, LLC Steven Braverman 2010 26 $10,000,000 $1,029,189 $38,118 27
Financial Clarity, Inc. Stanford Young 1992 9 30,000,000 (waivable) $1,052,813 $35,094 30
Silvercrest Asset Management Group LLC G. Moffett Cochran 2002 81 $5,000,000 $10,124,000 $28,518 355
Innovest Portfolio Solutions, LLC Richard M. Todd 1996 26 $5,000,000 $4,668,313 $23,697 197
Tolleson Wealth Management John Tolleson 1997 51 $10,000,000 $2,412,000 $23,647 102
The Presidio Group Brodie Cobb 1997 41 $10,000,000 $3,730,000 $23,168 161
Massey Quick & Co., LLC Stewart Massey 2004 24 $5,000,000 $2,832,637 $20,828 136
Litman Gregory Asset Management Chris Wheaton 1987 43 $3,000,000 $5,408,959 $20,411 265
Highmount Maarten R van Hengel 2002 70 $3,000,000 $1,969,109 $19,691 100
Hillview Capital Advisors, LLC Jonathan J. Hochberg 1999 18 $10,000,000 $1,306,384 $15,932 82
Mill Creek Capital Advisors Richard Stevens 2006 17 $5,000,000 $2,250,771 $12,935 174
Palisades Hudson Asset Management, L.P. Larry M. Elkin 1997 20 $500,000 $1,052,310 $12,236 86
Signature G. Randoph Webb, Jr. 1994 29 $5,000,000 $2,504,367 $12,216 205
Gatemore Capital Management LLC David Ford 2005 13 $30,000,000 $244,613 $11,648 21
RCL Advisors, LLC William Cafero 2006 10 $0 $1,245,634 $11,428 109
Manchester Capital Management LLC Ted Cronin 1992 24 $10,000,000 $1,762,470 $11,015 160
Clarfeld Wealth Strategist & Financial Confidantes Robert A. Clarfeld 1981 77 $2,000,000 $3,660,000 $10,925 335
Aspiriant Rob Francais 2008 126 $5,000,000 $4,392,491 $9,915 443
Camden Capital Management John Krambeer 2004 6 $5,000,000 $552,000 $9,857 56
Glenmore Advisors, LLC William deButts 2010 8 $1,000,000 $210,000 $9,545 22
Bridgecreek Investment Management, LLC L. Charles Fuller 2004 3 $1,000,000 $450,000 $7,377 61
Bahl & Gaynor Investment Counsel, Inc. William F. Bahl 1990 28 $750,000 $3,475,089 $7,092 490
Highline Wealth Management Neal Simon 2002 17 $2,000,000 $1,190,224 $7,043 169
The MDE Group, Inc Mitchell D. Eichen 1987 27 $3,000,000 $1,301,083 $6,921 188
Fairway Wealth Management LLC Daniel R. Gaugler 2002 11 $2,000,000 $701,500 $6,681 105
WMS Partners, LLC Timothy W. Chase 1992 30 $5,000,000 $1,691,170 $6,218 272
MA Wealth Management Michael Deovlet 2009 3 $500,000 $53,869 $5,985 9
Versant Capital Management, Inc. Thomas J. Connelly 2004 14 $2,000,000 $412,804 $5,733 72
Maclendon Wealth Management Jeremy S. Office 2011 4 none $125,000 $5,682 22
Summit Place FInancial Advisors, LLC Liz Miller 2008 3 $5,000,000 $57,050 $5,186 11
Roble Belko & Company Roger Roble 2000 6 $2,000,000 $304,226 $4,907 62
Beacon Pointe Advisors Shannon Eusey 2002 47 $100,000 $4,535,289 $4,774 950
Moneta Group Gene M. Diederich 1869 181 $1,000,000 $11,006,000 $4,479 2457
Choate Investment Advisors Todd Millay 1996 8 $2,000,000 $1,922,963 $4,331 444
JVL Associates, LLC Jerry VanderLugt 2002 3 $0 $100,359 $4,182 24
Kings Point Capital Management, LLC Jack Salzman 2005 8 $2,000,000 $392,291 $4,129 95
Halbert Hargrove Russell T. Hill 1989 29 $1,000,000 $1,748,888 $3,993 438
Badgley Phelps Investment Managers Steven C. Phelps 1966 25 $2,500,000 $1,594,406 $3,814 418
RM Sincerbeaux Cap Mgmt Richard Sincerbeaux 2007 3 $500,000 $80,000 $3,810 21
Lau Associates LLC Judith W. Lau 1985 13 $0 $509,729 $3,694 138
Abacus Planning Group, Inc. Cheryl R. Holland 1998 21 $3,000,000 $652,022 $3,684 177
21st Century Wealth Management LLC Todd Spahr 2000 2 $350,000 $196,362 $3,570 55
International Research & Asset Management, Inc. Gordon L. Peterson 1987 5 $1,000,000 $320,000 $3,333 96
Heck Capital Advisors, LLC Robert Heck 2007 13 $1,000,000 $1,856,106 $3,228 575
Plante Moran Financial Advisors John L. Lesser 1993 111 $0 $6,956,501 $3,198 2175
First Republic Investment Management Robert L. Thornton 1924 135 $250,000 $10,968,279 $3,140 3,493
Carillon Consulting Group Scott D. Hill 6 $500,000 $500,000 $3,125 160
Harrington Capital Management LLC Kyle Harrington 2008 6 $25,000 $530,000 $3,029 175
Lewis & Mathews Investment Management, Inc. Stephen W. Lewis 1990 3 $5,000,000 $267,000 $3,000 89
Hewins Financial Advisors, LLC Roger Hewins 1999 29 $0 $2,496,822 $2,969 841
Bingham, Osborn & Scarborough, LLC Kevin Dorwin 1985 31 $2,000,000 $2,400,000 $2,963 810
Relative Value Partners, LLC Bob Huffman 2004 9 $1,000,000 $596,000 $2,936 203
Asset Management Advisors, Inc. Lynn Mathre 1986 9 $400,000 $170,446 $2,889 59
SignatureFD, LLC Jeffrey S. Peller 1997 25 $2,000,000 $1,224,386 $2,861 428
CCR Wealth Management, LLC David Borden 1998 14 $750,000 $700,000 $2,800 250
Greenfield Seitz Capital Management Yancey Seitz 1963 4 $1,000,000 $335,000 $2,792 120
The Fairman Group Roy Fairman 2002 21 $1,000,000 $261,056 $2,748 95
Homrich Berg Andrew J. Berg 1989 44 $0 $2,266,832 $2,731 830
Reynders, McVeigh Capital Management, LLC Patrick McVeigh 2005 15 $0 $681,000 $2,724 250
Resource Consulting Group Michael H. Davis 1988 16 $500,000 $869,894 $2,693 323
Trinity Financial Advisors, LLC John W Wimbiscus 2000 8 $1,000,000 $158,723 $2,690 59
Quadrant Capital Management, LLC Jeffrey Fisher 2001 8 $1,000,000 $249,023 $2,678 93
Johnson Investment Counsel Timothy E. Johnson 1965 87 $250,000 $6,766,245 $2,642 2,561
Osborne Partners Capital Management Deglin Kenealy 1937 22 $1,000,000 $1,072,127 $2,634 407
JMG Financial Group, Ltd. Marita A. Sullivan 1984 42 $1,000,000 $1,330,509 $2,624 507
Budros, Ruhlin & Roe, Inc. Peggy M. Ruhlin 1979 36 $500,000 $1,540,092 $2,606 591
RMB Capital Management Richard M. Burridge, Jr. 2005 51 $1,000,000 $2,452,754 $2,601 943
Nelson Capital Management Scott Benner 1974 18 $1,000,000 $1,059,985 $2,579 411
Capital Fiduciary Advisors, LLC John H. Wolff 2010 11 $1,000,000 $130,000 $2,549 51
Strategic Wealth Partners David J. Copeland 2008 9 $1,000,000 $750,917 $2,407 312
Barrington Strategic Wealth Management Group LLC Diana Joseph 2009 9 $2,000,000 $257,100 $2,359 109
Heritage Wealth Advisors Dee Ann Remo 2005 11 $0 $267,975 $2,351 114
Stanford Investment Group, Inc. Helen A. Dietz 1982 15 $2,000,000 $500,817 $2,340 214
Strategic Asset Management Group Advisors, Inc. Brad Orvieto 2005 5 $1,000,000 $397,000 $2,335 170
Gibraltar Capital Management, Inc. James Redman 2002 6 $500,000 $186,980 $2,308 81
Balasa Dinverno Foltz LLC Armond A. Dinverno 1986 32 $1,000,000 $1,855,236 $2,308 804
Resource Management, Inc D. Randolph Waesche 1974 6 $0 $803,138 $2,275 353
Harris SBSB Gregory D. Sullivan 1991 37 $1,000,000 $2,155,000 $2,268 950
Dowling & Yahnke, LLC Dale Yahnke 1991 24 $1,000,000 $1,695,074 $2,225 762
Lexington Research and Capital Group Dennis T. Officer 1994 1 $0 $215,017 $2,217 97
L&S Advisors, Inc. Sy Richard Lippmann 2006 6 $2,000,000 $219,799 $2,198 100
Hogan Financial Management Paula Hogan 1992 6 $0 $178,000 $2,198 81
Roseline Capitol Advisors, LLC James V. Duty 2005 5 $1,000,000 $109,243 $2,185 50
Corbin & Company David A. Corbin 1992 6 $1,000,000 $165,009 $2,143 77
Aurum Wealth Management Group Eric Wulff 2006 3 $1,000,000 $198,000 $2,129 93
Beaumont Financial Partners, LLC Thomas J. Cahill 1981 25 $1,000,000 $1,398,310 $2,122 659
The Monitor Group Glenn Kautt 1981 13 $1,000,000 $476,871 $2,119 225
Brightworth Chris Dardaman 1997 20 $1,000,000 $788,054 $2,074 380
Old North Advisors William Peck 2005 3 $500,000 $195,371 $2,057 95
Joel Isaacson & Co., LLC Joel S. Isaacson 1993 32 $1,000,000 $1,748,600 $2,050 853
Loretta Nolan Associates LLC Loretta Nolan 1997 2 $1,000,000 $60,393 $2,013 30
Integris Wealth Management Gifford Lehman 1997 5 $0 $124,000 $2,000 62
Briaud Financial Advisors Janet Briaud 1986 9 $1,000,000 $483,000 $1,940 249
Wipfli Hewins Investment Advisors, LLC Roger Hewins 1999 19 $0 $1,317,795 $1,910 690
Classic Capital, Inc. Jay B. Leonard 1989 5 $1,000,000 $202,330 $1,909 106
Carolina Capital Consulting, Inc. Brian H. Fenn 1994 2 $1,000,000 $142,170 $1,896 75
Beaird Harris Wealth Management, Inc. Pat C. Beaird 1996 7 $500,000 $397,618 $1,893 210
CFS Investment Advisory Services, LLC Harris Nydick 1993 8 $500,000 $681,004 $1,892 360
DCA Global Wealth Management Sean P. Cook 5 $1,000,000 $212,563 $1,832 116
Schneider Downs Wealth Management Advisors, LP Don A. Linzer 2000 12 $500,000 $626,471 $1,826 343
Stevens Foster Bill Stevens 1988 25 $0 $785,000 $1,826 430
GW & Wade, LLC Michael H. Glor 1986 97 $0 $3,641,580 $1,811 2011
AEPG Wealth Strategies Steven W. Kaye 1980 25 $250,000 $710,700 $1,808 393
Modera Wealth Management, LLC Tom Orecchio 1983 28 $1,000,000 $982,236 $1,773 554
Geneva Investment Management of Chicago, LLC John Huber/Robert Bridges/Thomas Bridges/Amit Dhawan 2003 73 $1,000,000 $5,099,000 $1,758 2900
Stevens Wealth Management Sue Stevens 2000 5 $2,000,000 $184,782 $1,743 106
Madison Wealth Management James McDermott 2000 11 $0 $286,256 $1,724 166
Burt Wealth Advisors Fred Cornelius 1972 10 $1,000,000 $373,844 $1,707 219
Oakwood Capital Management LLC Bruce A. Mandel 1998 15 $1,000,000 $582,498 $1,688 345
Pillar Pacific Capital Management, LLC Mindy Ying 1999 9 $1,000,000 $427,100 $1,675 255
Sentinel Wealth Management, Inc. J. Mark Joseph 2002 4 $1,000,000 $132,206 $1,632 81
Stavis & Cohen Financial Deborah Stavis 2009 13 $1,000,000 $246,880 $1,614 153
Roof Advisory Group, Inc. E. Jeffrey Roof 1998 6 $750,000 $225,600 $1,611 140
Zimmerman Wealth Management, LLC Thomas Zimmerman 2003 4 $1,000,000 $151,316 $1,610 94
Technomart Investment Advisors Joseph Parnes 1979 7 $1,000,000 $126,847 $1,606 79
Altfest Personal Wealth Management Lewis J. Altfest 1983 19 $1,000,000 $748,000 $1,602 467
Select Consulting, Inc. Robert V. Sytz, Jr. 1999 11 $300,000 $655,400 $1,595 411
Schultz Financial Group Inc. Russell C. Schultz 1982 8 $0 $143,337 $1,593 90
SilverOak Wealth Management LLC Shannon King 1999 9 $250,000 $249,144 $1,577 158
Allodium Investment Consultants David J Bromelkamp 2005 6 $1,000,000 $140,104 $1,574 89
GM Advisory Group, Inc. Frank P. Marzano 2004 14 $0 $413,630 $1,549 267
Carlson Capital Management Gregory A. Carlson 1987 25 $1,000,000 $837,000 $1,530 547
Morton Capital Management Lon Morton 1983 23 $1,000,000 $1,051,500 $1,504 699
c5 Wealth Management, LLC Paul Bennett 2006 7 $1,000,000 $300,000 $1,500 200
Bradley, Foster & Sargent, Inc. Robert H. Bradley 1994 25 $500,000 $1,636,000 $1,487 1,100
Sather Financial Group, Inc. Dave Sather 1999 5 $500,000 $227,470 $1,487 153
Albion Financial Group Doug Wells 1982 20 $1,000,000 $658,571 $1,447 455
PDS Planning, Inc. Robert Cochran 1985 14 $500,000 $548,078 $1,442 380
West Financial Services, Inc. Glen Buco 1982 17 $0 $760,000 $1,434 530
South Texas Money Management, LTD. Jeanie Wyatt 2000 58 $500,000 $1,818,864 $1,425 1,276
Lewis Financial Management, LLC Douglas J. Lewis 1984 5 $0 $131,292 $1,412 93
Fairport Asset Management Kenneth Coleman 1963 21 $1,000,000 $711,000 $1,386 513
Empyrion Wealth Management Kimberly Foss 1989 4 $1,000,000 $126,617 $1,376 92
The Lubitz Financial Group Linda Lubitz Boone 1994 5 $1,000,000 $139,000 $1,363 102
Bernhardt Wealth Management, Inc. Gordon J. Bernhardt 1994 4 $1,000,000 $159,311 $1,362 117
YellowWood Financial Advisors, Inc. Brian Lipton 1993 4 $600,000 $115,571 $1,360 85
Johnson Bender & Company Willis Johnson 1996 11 $750,000 $279,604 $1,357 206
JWA Financial Group, Inc. James N. Whiddon 1998 8 $1,000,000 $365,000 $1,357 269
Heller Capital Resources Greg Heller 1988 9 $0 $376,461 $1,345 280
Investment Management Hawaii David Kirkeby 2011 1 $250,000 $67,000 $1,340 50
Larry Heller & Associates Larry Heller 1992 5 $750,000 $93,418 $1,316 71
Moss Adams Wealth Advisors LLC Rebecca Pomering 1988 35 $0 $1,204,100 $1,291 933
Rappaport Reiches Capital Management, LLC Shari Greco Reiches 2005 7 $500,000 $187,009 $1,290 145
Wechter Feldman Wealth Management, Inc. David M. Feldman 1984 8 $500,000 $186,823 $1,280 146
Jentner Wealth Management Bruce A. Jentner 1984 7 $500,000 $177,533 $1,259 141
KHC Wealth Management Matthew Starkey 1997 8 $250,000,000 $242,000 $1,254 193
Capelli Financial Services, inc. Marilyn Capelli Dimitroff 1995 7 $500,000 $269,000 $1,228 219
Next Generation Wealth Management, Inc. David A. Massart 2005 3 $250,000 $92,471 $1,217 76
Legacy Wealth Management James J. Isaacs 1982 25 $500,000 $815,823 $1,216 671
Armor Investment Advisors, LLC Walter Sheffield 2005 5 $0 $136,350 $1,196 114
Focus Wealth Management, Ltd Sandra Atkins 1998 7 $1,000,000 $131,027 $1,191 110
Harbor Financial Group, Inc. Elyse D. Foster 1988 6 $300,000 $102,475 $1,178 87
Dent Asset Management Fred Dent III 1997 4 $2,000,000 $147,000 $1,176 125
LBA Wealth Management David T. Albaneze 1999 4 $500,000 $228,723 $1,173 195
CapWealth Advisors, LLC Timothy J. Pagliara 2009 14 $750,000 $700,000 $1,167 600
ProVise Management Group, LLC V Raymond Ferrara 1986 14 $250,000 $705,000 $1,161 607
HJ Wealth Management LLC Jay L Heller 1981 6 $0 $287,647 $1,151 250
Mark Sheptoff Financial Planning LLC Mark Sheptoff 1997 2 $250,000 $162,000 $1,149 141
Confluence Wealth Management Kathleen Kee/David Morganstern 2011 12 $1,000,000 $327,000 $1,139 287
Align Wealth Management Brian Puckett 1994 4 $400,000 $143,500 $1,139 126
H.L. Zeve Associates, Inc. J, Stephen Lee President 1984 8 $500,000 $324,146 $1,103 294
The Arkansas Financial Group, Inc. Fredrick E. Adkins III 1982 6 $0 $256,274 $1,100 233
Leonetti & Associates, LLC MIchael E. Leonetti 1982 16 $200,000 $453,015 $1,089 416
R. E. Wacker Associates Robert E. Wacker 1987 11 $0 $538,120 $1,074 501
HFI Wealth Management Rob Hoxton 2002 9 $500,000 $249,497 $1,071 233
Meg Green & Associates Meg Green 1984 9 $2,500,000 $305,175 $1,052 290
Gerstein Fisher Gregg S. Fisher 1993 37 $250,000 $1,033,964 $1,034 1,000
PacWest Financial Management, Inc. Grace Lau, President 1997 7 $500,000 $235,740 $1,034 228
Asset Strategies, Inc. Connie Brezik 2003 8 $750,000 $258,133 $1,033 250
Piermont Wealth Management Inc Philip Capell 2000 5 $500,000 $126,695 $1,030 123
Covenant Wealth Advisors Robert G. Topping 2002 3 $750,000 $107,735 $1,007 107
Raub Brock Capital Management, LP David W Raub 2001 4 $500,000 $154,409 $1,003 154
Pauley Financial R. Douglas Pauley 1996 5 $500,000 $60,000 $1,000 60
Retirement Income Solutions, Inc. K. Larry Hastie 1991 17 $0 $808,000 $989 817
Heritage Financial Services Charles S. Bean, III 1990 18 $1,000,000 $624,627 $962 649
RPH Financial Services, Inc. Robert P. Hanlon, Jr. 1990 9 $1,000,000 $109,633 $962 114
WJ Interests, LLC Jared Jameson 1996 6 $500,000 $140,700 $957 147
The Holben Group, LLC Jeffrey M. Holben 2006 4 $500,000 $54,351 $954 57
Pinnacle Wealth Planning Services, Inc. William D. Heichel 1998 17 $300,000 $450,805 $949 475
Asset Planning Corporation Paul Fain 1975 5 $952,348 $124,030 $940 132
Quest Capital Management, Inc. Kalita Beck Blessing 1987 23 $1,000,000 $727,890 $936 778
Fortune Wealth Management, LLC Sonja White 2011 6 $250,000 $140,000 $933 150
Grand Wealth Management, LLC Jeffrey S. Williams 2004 4 $500,000 $141,143 $929 152
Searcy Financial Services, Inc. Michael Searcy 1976 7 $500,000 $118,857 $907 131
Hines Warner Wealth Management Earl Hines 2007 4 $1,000,000 $84,800 $902 94
Rodgers & Associates Rick Rodgers 1996 13 $500,000 $354,082 $901 393
Halpern Financial, Inc. Ted Halpern 1997 6 $500,000 $167,958 $898 187
Ron Beaton's Money Matters Ron Beaton 1997 1 $500,000 for AUM clients; also bill by the hour $50,173 $896 56
Cassaday and Company, Inc. Stephan Q. Cassaday 1993 26 $500,000 $806,198 $892 904
Savant Capital, LLC Brent R. Brodeski 1986 71 $500,000 $2,044,009 $883 2316
William Howard & Co. Financial Advisors, Inc. William B. Howard, Jr. 1988 6 $500,000 $126,153 $882 143
TMD & Associates, Inc. Todd Douma 1994 3 $500,000 $138,800 $868 160
SureVest Capital Management Rober J. Luna 2002 7 $250,000 $52,000 $867 60
Kauffman Wealth Services Inc Mitchell Kauffman 1988 2 $1,000,000 $128,190 $855 150
TCI Wealth Advisors Inc Robert Swift 1990 27 $500,000 $1,000,093 $851 1175
Sebold Capital Management Sean Sebold 1998 4 $500,000 $75,881 $843 90
WheelerFrost Associates Peter Wheeler 1982 9 $1,000,000 $171,000 $834 205
Curran & Lewis Investment Mngt Inc James Curran 1996 4 $1,000,000 $132,453 $833 159
Key Financial, Inc. Patricia Brennan 1990 7 $100,000 $302,834 $825 367
TGS Financial Advisors James S. Hemphill 1990 17 $500,000 $228,571 $822 278
Family Wealth Advisory Group Robert Grossheim 1990 3 $0 $105,733 $813 130
KMH Wealth Management, LLC Thomas Lane Keller 1998 6 $0 $159,500 $810 197
Strategic Wealth Planning Steve Blum 2003 7 $100,000 $96,337 $803 120
D.L. Blain & Co., LLC David L. Blain 1999 5 $400,000 $65,764 $802 82
Sunrise Advisors, Inc. David P. Scott 1993 5 $0 $229,312 $802 286
JPH Advisory Group, Inc. Jon Houk 1992 4 $400,000 $90,341 $799 113
Pivotal Planning Group, LLC John Marchisotta 2000 10 $500,000 $92,687 $799 116
Financial Management Group, Inc. Brett P. Wilder 1989 11 $300,000 $195,500 $795 246
WNA Wealth Advisors, Inc Robert Westrick 1993 5 $500,000 $213,074 $780 273
Huff, Stuart & Carlton Rick Huff 1983 8 $750,000 $140,100 $778 180
Gerber, LLC (Previously Gerber Financial Advisors, LLC) Randall Gerber 2000 9 $0 $117,947 $776 152
Samalin Investment Counsel, LLC Andrew Samalin 2007 8 $0 $100,088 $776 129
Hamilton Capital Management, Inc. R. Matthew Hamilton 1997 30 $300,000 $757,152 $776 976
CRA Financial Matthew J. Reynolds 2000 7 $250,000 $244,880 $775 316
Otto & Associates., Inc. David Otto 1991 5 $250,000 $84,575 $769 110
EP Wealth Advisors, Inc. Patrick G. Goshtigian 2004 25 $500,000 $1,075,700 $768 1400
Paradigm Financial Advisors, LLC James T. Reding 1997 9 $0 $108,866 $767 142
Focus Financial Advisors, Inc. Frederick E. Raffety 1984 4 $0 $106,281 $765 139
Yukon Wealth Management, Inc. John R. Hanahan 1994 2 $500,000 $63,425 $764 83
Ronald Blue & Co., LLC Russ Crosson 1979 252 $100,000 $6,440,159 $763 8443
Financial Management Concepts Brian Fricke 1991 5 $0 $94,360 $761 124
Gunn & Company Investment Management, Inc. Marshall D. Gunn, Jr. 1996 3 $0 $72,837 $751 97
Moisand Fitzgerald Tamayo LLC Charlie Fitzgerald, III 1998 10 $500,000 $218,382 $704 310
McDermott Advisory Group, LLC Daniel McDermott 1999 6 $250,000 $70,307 $696 101
Vintage Financial Services Franklin Moore 1985 6 $250,000 $183,219 $684 268
Leber-Andesa Advisors, Inc. Michael D Baittinger 2004 5 $0 $102,000 $680 150
Center for Financial Planning, Inc. Timothy Wyman 1985 18 $350,000 $461,579 $674 685
Bloom Asset Management, Inc. Richard Bloom 1995 16 $250,000 $757,767 $668 1,135
Richard P. Slaughter Associates, Inc. Brooks Slaughter 1991 12 $500,000 $240,000 $658 365
Charleston Financial Advisors, LLC William Prewitt 1986 4 $0 $74,370 $630 118
Retirement Strategies Inc. William S. Hart 1993 8 $0 $130,396 $621 210
Financial Guidance Group, Inc. Carl F. von dem Bussche 1993 4 $500,000 $72,437 $619 117
MCarthy Asset Management, Inc. Steve McCarthy 1999 4 $500,000 $120,576 $615 196
Ballew/Russell, Inc. C. Brooks Mosley 1991 12 $100,000 $367,685 $613 600
Day Hagan Asset Management Arthur S. Day 2004 6 $500,000 $167,000 $609 274
William Mack & Associates, Inc. William Mack 1992 9 $1,000,000 $211,000 $596 354
Resolute Financial LLC Chuck Johnson 2003 5 $0 $85,089 $571 149
Mutual Fund Management Co. Frank S. Arvai 1992 5 $250,000 $168,822 $568 297
Arista Wealth Advisors Timothy E. Casserly 1988 9 $250,000 $166,453 $560 297
United Capital Financial Advisers, LLC Joe Duran 2005 210 $100,000 $5,575,820 $558 10,000
HBKS Wealth Advisors Chris Allegretti 2001 48 $0 $1,251,000 $552 2,268
Cedarwinds Investment Management Rip Maclay 2004 7 $0 $110,000 $550 200
Blue Ocean Strategic Capital, LLC Theodore Sarenski 2010 6 $300,000 $137,710 $546 252
Pinnacle Investment Management John W Eckel 1991 6 $250,000 $114,169 $536 213
Exencial Wealth Advisors John Burns 2002 13 $0 $647,804 $529 1225
Asset Planning, Inc. Sandra C. Field 1998 4 $100,000 $107,782 $518 208
LD Lowe Wealth Advisory Lloyd Lowe Sr. 1991 12 $500,000 $134,000 $517 259
Berk Cleveland Rathmell Wealth Strategies, LLC Sandra Cleveland 1996 8 $250,000 $121,889 $516 236
Mark J. Snyder Financial Services, Inc. Mark J. Snyder 1991 10 $100,000 $242,505 $515 471
Tull Financial Group, Inc. Robert W. Tull, Jr. 1989 4 $0 $107,635 $513 210
EHD Advisory Services, Inc. Kenneth L. Eshleman 2003 7 $0 $174,467 $512 341
Coastal Capital Group, LLC Dave Caruso 2005 7 $0 $350,000 $486 720
Sard Wealth Management Group, LLC Jonathan Sard 1992 3 $750,000 $96,898 $470 206
Williams Asset Management Gary Williams 1994 4 $500,000 $115,196 $466 247
St. John & Associates, Inc. Richard St. John 1990 7 $250,000 $52,055 $465 112
Kohlhepp Investment Advisors, Ltd. Edward J Kohlhepp, Sr. 1998 4 $500,000 $121,842 $456 267
Jacobi Capital Management LLC Michael J Hirthler 1985 10 $100,000 $216,036 $448 482
Zeller Kern Private Wealth Management Inc. Steven Zeller 2007 5 $400,000 $80,000 $444 180
Edelman Financial Services, LLC Ric Edelman 1987 271 $50,000 $6,970,000 $430 16,200
Carolina Wealth Managment Inc David Damm 2004 6 $250,000 $118,611 $416 285
Valley National Advisers, Inc Thomas M Riddle 1985 26 $0 $371,703 $413 900
Camarda Wealth Advisory Group J. Camarda 1993 14 $300,000 $222,110 $405 549
LifePlan Financial Group, Inc. Dan Hypes 1989 10 $100,000 $178,776 $391 457
Korving & Company Arie J. Korving 2010 3 $0 $51,000 $386 132
MPS LORIA Financial Planners, LLC Rick Loria 1999 13 $0 $340,000 $378 900
LJCooper Wealth Advisors Craig M. Rollins 2000 16 $0 $86,640 $375 231
Sequoia Financial Advisors, LLC Thomas A. Haught 2000 29 $0 $590,127 $370 1,594
Winch Financial Christina V. Winch 1981 14 $500,000 $180,693 $329 550
Securus Wealth Management, LLC James Goodland 1994 15 $500,000 $135,186 $241 562
Gary Goldberg Financial Services Oliver Pursche 1972 32 $50,000 $443,055 $236 1874
WNY Asset Management, LLC Thomas Duerr 1994 13 $0 $218,685 $199 1,100
The Mutual Fund Store John B. Bunch 1996 374 $50,000 $6,124,717 $188 32,569
G. DeWayne McAnally G. DeWayne McAnally 1984 6 $0 $42,350 $167 254
Gradient Investments LLC Nathan Lucius 2008 10 $50,000 $192,565 $152 1266
Integrity Financial Corporation Kristofer Gray, Principal 2004 12 $0 $50,817 $141 360
Brookstone Capital Management, LLC Dean Zayed 2007 197 $0 $364,000 $70 5,217

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