TOP 50 FASTEST-GROWING, FEE-ONLY RIA FIRMS
Firm
Location
AUM Growth
Since 2006
(billions)
Employees
Investment
Advisors
Custodian/
Clearing Firm
TD Ameritrade,
Schwab
thinkingbeyond.com
5
Mercer Global
Advisors
Santa Barbara, Calif.
$3.882
51-250
11-50
TD Ameritrade,
Schwab
merceradvisors.com
6
Ballentine Partners
Waltham, Mass.
$3.621
11-50
11-50
Fidelity, Schwab
ballentinepartners.com
7
myCIO Wealth Partners Philadelphia
$3.498
11-50
11-50
Schwab,
TD Ameritrade,
Pershing
myciowp.com
8
Fairpointe Capital
Chicago
$3.398
11-50
1-5
N/A
fairpointecapital.com
9
Cornerstone Investment
Partners
Atlanta
$3.329
11-50
6-10
N/A
cornerstone-ip.com
10
Bartlett & Co.
Cincinnati
$2.875
11-50
11-50
N/A
bartlett1898.com
11
Appleton Partners
Boston
$2.833
11-50
11-50
Fidelity, Schwab
appletonpartners.com
12
Seven Post Private
Investment Office
San Francisco
$2.818
6-10
6-10
N/A
sevenpost.com
13
ICG Advisors
Los Angeles
$2.817
11-50
11-50
N/A
icgadvisors.com
14
NEPC
Cambridge, Mass.
$2.750
51-250
51-250
N/A
nepc.com
15
Ronald Blue & Co.
Atlanta
$2.527
251-500
51-250
Schwab, Fidelity
ronblue.com
16
Oxford Financial
Group
Carmel, Ind.
$2.441
51-250
11-50
Schwab, Fidelity
ofgltd.com
17
Strategic Capital
Advisers
Denver
$2.181
6-10
6-10
Schwab
scadv.com
18
Firm removed
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19
Chartwell Consulting
Montclair, N. J.
$2.000
1-5
1-5
N/A
chartwellusa.com
20
West End Advisors
Charlotte, N.C.
$1.917
11-50
6-10
Fidelity
westendadvisors.com
21
Seven Bridges
Advisors
New York
$1.899
11-50
6-10
N/A
sballc.com
22
BTC Capital
Management
Des Moines, Io wa
$1.864
11-50
6-10
N/A
btccapitalmgmt.com
23
Heck Capital
Advisors
Rhinelander, Wis.
$1.856
11-50
6-10
Fidelity
heckcapital.com
24
Mill Creek Capital
Advisors
Conshohocken, Pa.
$1.846
11-50
11-50
N/A
millcreekcap.com
25
Mainstreet Advisors
Chicago
$1.826
11-50
11-50
N/A
mainstreetadv.com
com
