TOP 50 FEE-ONLY RIA FIRMS
T
Firm
Location
AUM
(billions)
Investment Custodian/
Accounts Employees Advisors Clearing Firm
Seven Post Private
Investment Office
Strategic Investment
Counsel
Dallas
$2.722
47
4
TD Ameritrade 1-5
strinco.com
32
Savant Capital
Management
Rockford, Ill.
$2.651
2,754
86
TD Ameritrade, Schwab,
Fidelity, Vanguard 11-50
savantcapital.com
33
BPS Capital
Management
Bloomington, Minn.
$2.650
73
8
N/A 1-5
bpscapital.com
34
Geneva Capital
Management
Milwaukee
$2.609
561
21
Schwab 6-10
genevacapital
management.com
35
CCM Investment
Advisers
Columbia, S.C.
$2.544
698
15
N/A 6-10
ccminc.com
36
Washington Capital
Management
Seattle
$2.510
182
48
N/A 11-50
wcmadvisors.com
37
Cornerstone
Advisors
Bellevue, Wash.
$2.500
1,967 50-500
Schwab 11-50
buildbeyond.com
38
Alaska Permanent
Capital Management
Anchorage, Alaska
$2.463
346
13
Schwab 6-10
apcm.net
39
KCM Investment
Advisors
San Rafael, Calif.
$2.447
1,829
10
Schwab, TD Ameritrade6-10
kcmadvisors.com
40
Tolleson Private
Wealth Management
Dallas
$2.411
2,220
40
Pershing, Schwab11-50
tollesonwealth.com
41
RegentAtlantic
Capital
Morristown, N.J.
$2.370
5,147
32
Schwab, Fidelity,
TD Ameritrade 11-50
regentatlantic.com
42
Northeast Financial
Consultants
Westport, Conn.
$2.351
1,535
4
Fidelity, Commonwealth
Financial Network, Schwab None 1-5
43
Silver Bridge
Boston
$2.340
1,984
47
N/A 11-50
silverbridgeadv.com
44
Evanson Asset
Management
Carmel, Calif.
$2.327
3,373
4
Schwab, Vanguard, Fidelity,
Aegon, TD Ameritrade1-5
evansonasset.com
45
Atherton Lane
Advisers
Menlo Park, Calif.
$2.290
691
33
Schwab 11-50
athertonlane.com
46
Homrich Berg
Atlanta
$2.267
3,523
53
Schwab, TD Ameritrade,
Fidelity 11-50
homrichberg.com
47
Douglas C. Lane
& Associates
New York
$2.256
3,224
31
Schwab, Fidelity 6-10
dclainc.com
48
Karpus Investment
Management
Pittsford, N.Y.
$2.255
1,967
35
N/A 11-50
karpus.com
49
Mill Creek Capital
Advisors
Conshohocken, Pa.
$2.251
174
15
N/A 11-50
millcreekcap.com
50
R.M. Davis
Portland, Maine
$2.137
3,412
35
Schwab 11-50
rmdavis.com
