TOP 50 EMERGING, FEE-ONLY RIA FIRMs
Firm
Location
AUM Growth
Since 2006
(millions)
Employees
Investment
Advisors
Website
Chicago Partners
Investment Group
Chicago
Granite Investment
Advisors
Concord, N.H.
$496.03
11-50
6-10
graniteinvestmentadvisors.com
3
Palladiem
Malvern, Pa.
$487.23
6-10
1-5
palladiem.com
4
AssetBuilder
Plano, Texas
$486.60
6-10
1-5
assetbuilder.com
5
Strategic Family Wealth
Counselors
Fairfield, N.J.
$475.85
6-10
1-5
strategicfamilywealth.com
6
Relyea Zuckerberg
Hanson
Stamford, Conn.
$460.00
6-10
6-10
rzhadvisors.com
7
Carnegie Investment
Counsel
Beachwood, Ohio
$453.00
11-50
11-50
carnegie-capital.com
8
Promus Capital
Chicago
$446.81
11-50
6-10
promuscapital.com
9
Battery Global Advisors
Waltham, Mass.
$442.00
6-10
6-10
batteryglobaladvisors.com
10
Taylor Investment
Counselors
Boston
$439.00
6-10
1-5
taylorinvestments.com
11
AGW Capital Advisors
Tampa, Fla.
$437.67
1-5
1-5
agwcapital.com
12
Cardiff Park Advisors
Carlsbad, Calif.
$435.52
1-5
1-5
cardiffpark.com
13
Next Capital
Management
New York
$426.23
6-10
6-10
nextcapitalmgmt.com
14
G.E. Pia & Co.
South Pasadena, Calif.
$426.00
1-5
1-5
gepiaco.com
15
Minis & Co.
Savannah, Ga.
$422.26
6-10
1-5
minisinc.com
16
Gratus Capital
Management
Atlanta
$421.45
6-10
1-5
gratuscapital.com
17
Summit Creek Advisors
Minneapolis
$416.35
1-5
1-5
summitcreekadvisors.com
18
Wealthquest Corporation Cincinnati
$416.00
11-50
6-10
wqcorp.com
19
Feltz Wealthplan
Omaha, Neb.
$412.90
11-50
6-10
feltzwp.com
20
Stillwater Capital
Advisors
Wayne, Pa.
$411.00
6-10
1-5
stillwateradv.com
21
Independence Advisors
Wayne, Pa.
$409.66
6-10
1-5
independenceadvisors.com
22
Hudock Moyer Wealth
Resources
Williamsport, Pa.
$406.62
6-10
6-10
hudockmoyer.com
23
Finser InternationalCorp. Miamii
$402.00
6-10
1-5
finsergroup.com
24
Addison Capital
Yardley, Pa.
$400.89
1-5
1-5
addisoncapital.com
25
Atrato Advisors
New York
$400.00
6-10
6-10
atratoadvisors.com
Source: RIADatabase.com
