| Rank | Firm | Phone/website | Total assets ($M) | Total accounts | Discretionary assets ($M) | Discretionary accounts | Nondiscretionary assets ($M) | Nondiscretionary accounts | Employees |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Silvercrest Asset Management Group | (212) 649-0600 | $33,114.9 | 1,096 | $13,801.5 | 1,070 | $19,313.5 | 26 | 120 |
| 1330 Avenue of the Americas, 38th floor | silvercrestgroup.com | ||||||||
| New York, NY 10019 | |||||||||
| 2 | Veritable | (610) 640-9551 | $14,044.8 | 2,976 | $13,558.9 | 2,812 | $485.9 | 164 | 84 |
| 6022 W. Chester Pike | veritablelp.com | ||||||||
| Newtown Square, PA 19073 | |||||||||
| 3 | BBR Partners | (212) 313-9870 | $12,484.2 | 2,900 | $10,357.5 | 2,700 | $2,126.7 | 200 | 90 |
| 2 Grand Central Tower, 140 E. 45th St., 26th floor | bbrpartners.com | ||||||||
| New York, NY 10017 | |||||||||
| 4 | Summit Rock Advisors | (212) 993-7150 | $11,815.3 | 109 | $5,368.4 | 72 | $6,446.8 | 37 | 53 |
| 9 W. 57th St., 12th floor | summit-rock.com | ||||||||
| New York, NY 10019 | |||||||||
| 5 | Rockefeller & Co. Inc. | (212) 549-5100 | $10,328.7 | 2,830 | $10,158.5 | 2,700 | $170.1 | 130 | 151 |
| 10 Rockefeller Plaza | rockco.com | ||||||||
| New York, NY 10020 | |||||||||
| 6 | Anchor Capital Advisors | (617) 338-3800 | $8,768.3 | 25,970 | $3,427.4 | 5,406 | $5,340.9 | 20,564 | 49 |
| 1 Post Office Square | anchorcapital.com | ||||||||
| Boston, MA 02109 | |||||||||
| 7 | Appleton Partners Inc. | (617) 338-0700 | $8,279.7 | 5,558 | $8,279.7 | 5,558 | $0.0 | 0 | 45 |
| 1 Post Office Square, 6th floor | appletonpartners.com | ||||||||
| Boston, MA 02109 | |||||||||
| 8 | TAG Associates | (212) 275-1500 | $8,264.5 | 1,231 | $351.3 | 65 | $7,913.2 | 1,166 | 67 |
| 810 Seventh Ave., 7th floor | tagassoc.com | ||||||||
| New York, NY 10019 | |||||||||
| 9 | Tiedemann Wealth Management | (212) 396-5900 | $8,224.7 | 438 | $5,313.2 | 337 | $2,911.6 | 101 | 60 |
| 520 Madison Ave., 26th floor | tiedemannwealth.com | ||||||||
| New York, NY 10022 | |||||||||
| 10 | Boston Private Wealth | (617) 223-0200 | $6,742.1 | 6,285 | $6,343.0 | 6,119 | $399.0 | 166 | 116 |
| 1 Federal St., 30th floor | bostonprivatewm.com | ||||||||
| Boston, MA 02110 | |||||||||
| 11 | Evercore Wealth Management | (212) 822-7620 | $6,473.9 | 2,605 | $6,412.6 | 2,564 | $61.3 | 41 | 75 |
| 55 E. 52nd St., 23rd floor | evercorewealthmanagement.com | ||||||||
| New York, NY 10055 | |||||||||
| 12 | Ballentine Partners | (781) 341-1300 | $6,397.1 | 3,803 | $3,155.5 | 1,835 | $3,241.5 | 1,968 | 68 |
| 230 Third Ave., Suite 6 | ballentinepartners.com | ||||||||
| Waltham, MA 02451 | |||||||||
| 13 | Loring Wolcott & Coolidge Fiduciary Advisors | (617) 523-6531 | $6,153.3 | 2,811 | $5,956.5 | 2,773 | $196.8 | 38 | 95 |
| 230 Congress St. | lwcotrust.com | ||||||||
| Boston, MA 02110 | |||||||||
| 14 | Pinnacle Associates | (212) 652-3200 | $6,098.2 | 4,026 | $6,098.2 | 4,026 | $0.0 | 0 | 50 |
| 335 Madison Ave., Suite 1100 | pinnacleinsights.org | ||||||||
| New York, NY 10017 | |||||||||
| 15 | KLS Professional Advisors Group | (212) 355-0346 | $5,575.2 | 8,704 | $5,013.7 | 5,636 | $561.5 | 3,068 | 45 |
| 1325 Avenue of the Americas, 14th floor | klsadvisors.com | ||||||||
| New York, NY 10019 |
| Rank | Firm | Phone/website | Total assets ($M) | Total accounts | Discretionary assets ($M) | Discretionary accounts | Nondiscretionary assets ($M) | Nondiscretionary accounts | Employees |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Brownson Rehmus & Foxworth | (312) 346-5850 | $10,273.1 | 455 | $0.0 | 0 | $10,273.1 | 455 | 53 |
| 200 S. Wacker Drive, Suite 2300 | brfadvisors.com | ||||||||
| Chicago, IL 60606 | |||||||||
| 2 | Johnson Investment Counsel Inc. | (513) 661-3100 | $9,109.8 | 8,650 | $9,109.8 | 8,650 | $0.0 | 0 | 109 |
| 3777 W. Fork Road | johnsoninv.com | ||||||||
| Cincinnati, OH 45247 | |||||||||
| 3 | Bahl & Gaynor Inc. | (513) 287-6100 | $9,087.9 | 2,049 | $8,513.5 | 1,995 | $574.4 | 54 | 19 |
| 255 East Fifth St., Suite 2700 | bahl-gaynor.com | ||||||||
| Cincinnati, OH 45202 | |||||||||
| 4 | RMB Capital Management | (312) 993-5800 | $7,284.5 | 13,231 | $6,599.8 | 10,962 | $684.7 | 2,269 | 183 |
| 115 S. LaSalle, 34th floor | rmbcap.com | ||||||||
| Chicago, IL 60603 | |||||||||
| 5 | FCI Advisors | (800) 615-2536 | $7,203.2 | 10,437 | $6,266.0 | 9,168 | $937.2 | 1,269 | 60 |
| 5901 College Blvd., Suite 110 | fciadvisors.com | ||||||||
| Overland Park, KS 66211 | |||||||||
| 6 | Gresham Partners | (312) 960-0200 | $5,650.4 | 896 | $3,268.7 | 141 | $2,381.8 | 755 | 33 |
| 333 W. Wacker Drive, Suite 700 | greshampartners.com | ||||||||
| Chicago, IL 60606 | |||||||||
| 7 | Savant Capital Management | (815) 227-0300 | $5,359.4 | 4,315 | $5,359.4 | 4,315 | $0.0 | 0 | 136 |
| 190 Buckley Drive | savantcapital.com | ||||||||
| Rockford, IL 61107 | |||||||||
| 8 | Fiduciary Counselling Inc. | (651) 228-0935 | $4,776.8 | 1,410 | $2,376.3 | 1,202 | $2,400.5 | 208 | 73 |
| 2000 Wells Fargo Place, 30 E. 7th St. | |||||||||
| St. Paul, MN 55101 | |||||||||
| 9 | Zacks Investment Management Inc. | (312) 265-9266 | $4,201.7 | 4,636 | $4,201.7 | 4,636 | $0.0 | 0 | 88 |
| 227 W. Monroe St., Suite 4350 | zacksim.com | ||||||||
| Chicago, IL 60606 | |||||||||
| 10 | Orgel Wealth Management | (715) 835-6525 | $3,993.4 | 7,186 | $3,993.4 | 7,186 | $0.0 | 0 | 37 |
| 2420 Rivers Edge Drive | orgelwealth.com | ||||||||
| Altoona, WI 54720 | |||||||||
| 11 | Gofen and Glossberg | (312) 828-1100 | $3,969.6 | 3,027 | $3,694.3 | 2,918 | $275.3 | 109 | 27 |
| 455 Cityfront Plaza, Suite 3000 | gofen.com | ||||||||
| Chicago, IL 60611 | |||||||||
| 12 | Altair Advisers | (312) 429-3000 | $3,855.9 | 616 | $939.6 | 287 | $2,916.3 | 329 | 47 |
| 303 W. Madison St., Suite 600 | altairadvisers.com | ||||||||
| Chicago, IL 60606 | |||||||||
| 13 | Bartlett & Co. | (513) 621-4612 | $3,578.3 | 1,181 | $3,471.4 | 1,163 | $106.6 | 18 | 46 |
| 600 Vine St., Suite 2100 | bartlett1898.com | ||||||||
| Cincinnati, OH 45202 | |||||||||
| 14 | Balasa Dinverno Foltz | (630) 875-4900 | $3,464.9 | 4,900 | $3,464.8 | 4,900 | $0.0 | 0 | 39 |
| 500 Park Blvd., Suite 1400 | bdfllc.com | ||||||||
| Itasca, IL 60143 | |||||||||
| 15 | Plancorp | (636) 532-7824 | $3,440.7 | 5,805 | $3,437.6 | 5,790 | $3.2 | 15 | 54 |
| 540 Maryville Centre Drive, Suite 105 | plancorp.com | ||||||||
| Saint Louis, MO 63141 |
| Rank | Firm | Phone/website | Total assets ($M) | Total accounts | Discretionary assets ($M) | Discretionary accounts | Nondiscretionary assets ($M) | Nondiscretionary accounts | Employees |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Chevy Chase Trust Co. | (240) 497-5000 | $25,528.2 | 3,356 | $25,528.2 | 3,356 | $0.0 | 0 | 83 |
| 7501 Wisconsin Ave., 15th floor | chevychasetrust.com | ||||||||
| Bethesda, MD 20814 | |||||||||
| 2 | Edelman Financial Services | (703) 818-0800 | $17,783.1 | 76,781 | $17,783.1 | 76,781 | $0.0 | 0 | 431 |
| 4000 Legato Rd., 9th floor | edelmanfinancial.com | ||||||||
| Fairfax, VA 22033 | |||||||||
| 3 | Jasper Ridge Partners | (817) 333-0027 | $15,254.2 | 49 | $14,823.2 | 44 | $431.0 | 5 | 77 |
| 201 Main St., Suite 1000 | jasperridge.com | ||||||||
| Fort Worth, TX 76102 | |||||||||
| 4 | Global Financial Private Capital | (866) 641-2186 | $5,676.4 | 63,776 | $5,676.4 | 63,776 | $0.0 | 0 | 387 |
| 501 N. Cattlemen Rd., Suite 106 | gf-pc.com | ||||||||
| Sarasota, FL 34232 | |||||||||
| 5 | CV Advisors | (305) 358-5990 | $5,493.5 | 553 | $528.8 | 118 | $4,964.7 | 435 | 38 |
| 19495 Biscayne Blvd., Suite 808 | cv-advisors.com | ||||||||
| Aventura, FL 33180 | |||||||||
| 6 | WE Family Offices | (305) 825-2225 | $5,341.6 | 70 | $0.0 | 0 | $5,341.6 | 70 | 43 |
| 701 Brickell Ave., Suite 2100 | wefamilyoffices.com | ||||||||
| Miami, FL 33131 | |||||||||
| 7 | Tolleson Private Wealth Management | (214) 252-3250 | $4,916.6 | 3,124 | $4,738.8 | 2,933 | $177.9 | 191 | 69 |
| 5500 Preston Rd., Suite 250 | tollesonwealth.com | ||||||||
| Dallas, TX 75205 | |||||||||
| 8 | Homrich Berg | (404) 264-1400 | $4,499.7 | 6,132 | $4,129.7 | 6,011 | $370.1 | 121 | 79 |
| 1 Buckhead Plaza, Suite 830; 3060 Peachtree Rd., NW. | homrichberg.com | ||||||||
| Atlanta, GA 30305-2240 | |||||||||
| 9 | Finaccess Advisors | (305) 377-1112 | $4,354.3 | 140 | $0.0 | 0 | $4,354.2 | 140 | 12 |
| 1111 Brickell Ave., Suite 2300 | |||||||||
| Miami, FL 33131 | |||||||||
| 10 | WMS Partners | (410) 337-7575 | $3,876.6 | 655 | $2,712.4 | 488 | $1,164.2 | 167 | 50 |
| Towson City Center, 1 Olympic Place, 8th floor | wmsfamilyoffice.com | ||||||||
| Towson, MD 21204 | |||||||||
| 11 | RGT Wealth Advisors | (214) 360-7000 | $3,851.2 | 4,366 | $3,612.2 | 4,009 | $239.0 | 357 | 52 |
| 5950 Sherry Lane, Suite. 600 | rgtadvisors.com | ||||||||
| Dallas, TX 75225 | |||||||||
| 12 | Signature Family Wealth Advisors | (757) 625-7670 | $3,542.5 | 1,049 | $3,542.5 | 1,049 | $0.0 | 0 | 39 |
| World Trade Center, 101 W. Main St., Suite 700 | signaturefamilywealth.com | ||||||||
| Norfolk, VA 23510 | |||||||||
| 13 | South Texas Money Management | (210) 824-8916 | $3,023.9 | 3,001 | $2,918.3 | 2,951 | $105.6 | 50 | 61 |
| 700 N. St. Mary's St., Suite 100 | stmmltd.com | ||||||||
| San Antonio, TX 78205 | |||||||||
| 14 | Sullivan Bruyette Speros & Blayney | (703) 734-9300 | $2,937.0 | 955 | $2,937.0 | 955 | $0.0 | 0 | 51 |
| 8444 Westpark Drive, Suite 610 | sbsbllc.com | ||||||||
| McLean, VA 22102 | |||||||||
| 15 | Wilbanks Smith & Thomas Asset Management | (757) 623-3676 | $2,684.0 | 3,984 | $2,645.0 | 3,961 | $38.9 | 23 | 34 |
| 150 W. Main St., Suite 1700 | wstam.com | ||||||||
| Norfolk, VA 23510 |
| Rank | Firm | Phone/website | Total assets ($M) | Total accounts | Discretionary assets ($M) | Discretionary accounts | Nondiscretionary assets ($M) | Nondiscretionary accounts | Employees |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors | (408) 498-6000 | $138,000.0 | 1,166,541 | $138,000.0 | 1,166,54 | $0.00 | 0 | 908 |
| 1050 Enterprise Way, 3rd floor | financialengines.com | ||||||||
| Sunnyvale, CA 94089 | |||||||||
| 2 | Fisher Investments | (800) 851-8845 | $71,789.7 | 65,848 | $71,789.7 | 65,848 | $0.0 | 0 | 1,359 |
| 5525 NW. Fisher Creek Drive | fisherinvestments.com | ||||||||
| Camas, WA 98607 | |||||||||
| 3 | Hall Capital Partners | (415) 288-0544 | $32,625.8 | 168 | $7,401.5 | 49 | $25,224.3 | 119 | 137 |
| One Maritime Plaza, Suite 500 | hallcapital.com | ||||||||
| San Francisco, CA 94111 | |||||||||
| 4 | Aperio Group | (415) 339-4300 | $15,619.6 | 3,031 | $15,619.6 | 3,031 | $0.0 | 0 | 68 |
| Three Harbor Drive, Suite 315 | aperiogroup.com | ||||||||
| Sausalito, CA 94965 | |||||||||
| 5 | Kayne Anderson Rudnick Investment Management | (310) 556-2721 | $12,775.2 | 19,454 | $10,720.3 | 12,559 | $2,054.9 | 6,895 | 86 |
| 1800 Avenue of the Stars, 2nd floor | kayne.com | ||||||||
| Los Angeles, CA 90067 | |||||||||
| 6 | Comprehensive Financial Management | (408) 358-3316 | $10,981.0 | 33 | $10,981.0 | 33 | $0.0 | 0 | 27 |
| 720 University Ave., Suite 200 | |||||||||
| Los Gatos, CA 95032 | |||||||||
| 7 | Aspiriant | (415) 371-7800 | $10,532.4 | 8,510 | $8,434.2 | 7,178 | $2,098.3 | 1,332 | 156 |
| 11100 Santa Monica Blvd., Suite 600 | aspiriant.com | ||||||||
| Los Angeles, CA 90025 | |||||||||
| 8 | Mercer Global Advisors Inc. | (800) 258-1559 | $10,058.0 | 23,813 | $9,573.9 | 22,314 | $484.0 | 1,499 | 150 |
| 1801 East Cabrillo Blvd. | merceradvisors.com | ||||||||
| Santa Barbara, CA 93108 | |||||||||
| 9 | Scharf Investments | (831) 429-6513 | $5,285.1 | 2,549 | $5,285.1 | 2,549 | $0.0 | 0 | 23 |
| 5619 Scotts Valley Drive, Suite 140 | scharfinvestments.com | ||||||||
| Scotts Valley, CA 95066 | |||||||||
| 10 | Litman Gregory Asset Management | (925) 254-8999 | $4,897.8 | 1,207 | $1,382.7 | 1,202 | $3,515.1 | 5 | 63 |
| 1676 N. California Blvd., Suite 500 | lgportfolios.com | ||||||||
| Walnut Creek, CA 94596 | |||||||||
| 11 | Ferguson Wellman Capital Management Inc. | (503) 226-1444 | $4,561.2 | 2,255 | $4,561.2 | 2,255 | $0.0 | 0 | 46 |
| 888 SW. 5th Ave., Suite 1200 | fergusonwellman.com | ||||||||
| Portland, OR 97204 | |||||||||
| 12 | Churchill Management Group | (323) 937-7110 | $4,506.1 | 14,014 | $4,401.4 | 13,569 | $104.7 | 445 | 55 |
| 5900 Wilshire Blvd., Suite 400 | churchillmanagement.com | ||||||||
| Los Angeles, CA 90036 | |||||||||
| 13 | Personal Capital Advisors Corp. | (415) 800-5922 | $4,344.4 | 30,357 | $4,344.4 | 30,357 | $0.0 | 0 | 152 |
| 250 Montgomery St., Suite 700 | personalcapital.com | ||||||||
| San Francisco, CA 94104 | |||||||||
| 14 | Wetherby Asset Management | (415) 399-9159 | $4,292.0 | 3,506 | $4,089.0 | 3,417 | $203.0 | 89 | 65 |
| 580 California St., 8th floor | wetherby.com | ||||||||
| San Francisco, CA 94104 | |||||||||
| 15 | Seven Post Investment Office | (415) 341-9300 | $4,163.6 | 554 | $3,948.6 | 499 | $215.0 | 55 | 16 |
| 1 Montgomery St., Suite 3150 | sevenpost.com | ||||||||
| San Francisco, CA 94104 |
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
Inflation, economic risk is greater than previously thought.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
