TOP 50 EMERGING, FEE-ONLY RIA FIRMS
Firm
Location
AUM Growth
Since 2006
(millions)
Employees
Investment
Advisors
Website
Berman Capital
Advisors
Atlanta
Lindbrook Capital
Los Angeles
PJS Investment
Management
Cedarburg, Wis.
$393.65
6-10
6-10
pjsinvestment.com
29
Patton Albertson
& Miller
Macon, Ga.
$387.52
11-50
11-50
pamwealth.com
30
Astraeus Advisers
Park Ridge, Ill.
$387.43
1-5
1-5
astraeusadvisers.com
31
Lexington Wealth
Management
Lexington, Mass.
$379.52
11-50
11-50
lexingtonwealth.com
32
Kitano Capital
Dallas
$378.20
11-50
1-5
kitanocapital.com
33
Moorings Group
Atlanta
$378.17
1-5
1-5
mooringsgroup.com
34
MTX Wealth
Management
Bethesda, Md.
$377.93
6-10
1-5
mtxwealth.com
35
Lucid Advisors
Seattle
$366.59
6-10
1-5
lucidadvisorsinc.com
36
Empirical Wealth
Management
Seattle
$363.91
6-10
1-5
empiricalfs.com
37
Poplar Forest Capital
Pasadena, Calif.
$355.44
6-10
6-10
poplarforestLLC.com
38
Legacy Financial
Advisors
Covington, Ky.
$354.82
11-50
6-10
legacyfinancialadvisors.com
39
PDR Advisors
Charlotte, N.C.
$354.73
1-5
1-5
pdradvisors.com
40
Greenwich Investment
Management
Greenwich, Conn.
$350.80
6-10
6-10
greenwichinvestmentmgt.com
41
Novare Capital
Management
Charlotte, N.C.
$350.31
6-10
6-10
novarecapital.com
42
Generation Capital
Management
Rochester, N. Y.
$346.59
1-5
1-5
gencapmgmt.com
43
Macguire Cheswick
& Tuttle Investment
Counsel
Darien, Conn.
$345.00
6-10
1-5
mct-advisors.com
44
Yeske Buie
San Francisco
$337.73
6-10
1-5
yeskebuie.com
45
Zuckerman
Investment Group
Chicago
$337.06
6-10
1-5
zuckermaninvestmentgroup.com
46
Spectrum Management
Group
Indianapolis
$334.41
6-10
1-5
spectrum-mgmt.com
47
Sloan Wealth
Management
Dallas
$331.12
6-10
1-5
sloanwm.com
48
O’Brien Management
Cambridge, Mass.
$331.07
6-10
6-10
obrienmanagement.com
49
Smith Anglin Financial
Dallas
$330.29
11-50
6-10
smithanglin.com
50
Irongate International
Moline, Ill.
$326.42
6-10
1-5
irongateinternational.com
Source: RIADatabase.com
