The Best Of The Best Wealth Management Firms

By Andrew Bloomenthal AAA

Are you looking for a fee-only registered investment advisor (RIA) but don't know where to start? Well, you're in luck.

Meridian-IQ and CNBC have teamed to compose a list of Top 100 Fee-Only Wealth Management Firms. (For related reading, see: Shopping for a Financial Advisor)

They factored in several metrics to come up with a financial advisor ranking, including assets under management, the number of professionally-designated CFP or CFA staffers on staff, number of years in the business, and the past five years of annualized growth. The formula was then applied to Meridian-IQ’s RIA database to come up with the top 100 firms. In the event of a tie, the firm with greater assets under management was placed higher. The full list, which also includes location, contact information and average account size, can be found here. (For related reading, see: Paying Your Investment Advisor: Fees or Commissions)

The final step in creating the list entailed applying a compliance review, which checked all the names for complaints of misconduct with state regulators, insurance commissioners, the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority. Any firms that had any actions or complaints leveled against them were taken off the list. (For related reading, see: Fiduciary Designations For Financial Advisors)

The ranking, which includes each firm’s web address and total assets under management, is as follows:

1. Creative Planning
www.thinkingbeyond.com
$10,005,258,748

2. Halbert Hargrove
www.halberthargrove.com
$3,974,640,007

3. Wescott Financial Advisory Group
www.wescott.com
$1,820,089,800

4. Burt Wealth Advisors
www.burtwealthadvisors.com
$500,927,891

5. Point View Wealth Management
www.ptview.com
$179,440,685

6. Adams Hall Wealth Advisors
www.adamshall.com
$2,107,842,459

7. SMF Financial Advisors
www.smfadvisors.com
$552,480,785

8. Silveroak Wealth Management
www.silveroakwealth.com
$489,730,390

9. Carl Domino
www.carldomino.com
$282,405,659

10. Regency Investment Advisors
www.regencyinvests.com
$273,962,156

11. Signature
www.signatureus.com
$3,133,138,169

12. Inverness Counsel
www.invernesscounsel.com
$2,491,398,722

13. Foster Group
www.fostergrp.com
$1,455,992,136

14. Bloom Asset Management
www.bloomassetmanagement.com
$1,029,126,501

15. Lodestar Private Asset Management
www.lodestarpam.com
$359,802,381

16. Carlson Capital Management
www.carlsoncap.com
$307,163,316

17. CPS Investment Advisors
www.cpalliance.com
$1,176,543,794

18. Jackson Thornton Asset Management
www.jt-am.com
$777,537,606

19. Jones Barclay Boston & Co.
www.jb2.net
$307,163,316

20. Financial Designs Corp.
www.financialdesignscorp.com
$266,108,000

21. Segall Bryant & Hamill
www.sbhic.com
$9,468,095,251

22. BKD Wealth Advisors
www.bkd.com
$1,975,748,004

23. LB&C
www.lowebrockenbrough.com
$2,041,036,116

24. Warren Averett Asset Management
www.waasset.com
$1,729,526,529

25. LBMC Investment Advisors
www.lbmc.com
$904,157,881

26. Durbin Bennett Peterson Private Wealth Management
www.dbpaustin.com
$867,318,866

27. Capital Performance Advisors LLP
www.cpacapital.com
$1,006,637,423

28. Windham Brannon Financial Group
www.wbfinancial.com
$860,974,328

29. Heritage Investment Group
www.heritageinvestment.com
$816,266,207

30. Sanderson Wealth Management
www.sandersonLLC.com
$605,000,000

31. Lutz Financial
www.lutzfinancial.com
$611,958,870

32. PBMares Wealth Management
www.pbmareswealth.com
$339,985,183

33. KR Financial Services
www.krfinancialservices.com
$306,963,701

34. Kraft Asset Management
www.kraftasset.com
$216,863,351

35. Buckingham Asset Management
www.bamservices.com
$5,601,418,745

36. Balasa Dinverno Foltz
www.bdfLLC.com
$2,769,205,778

37. South Texas Money Management
www.stmmltd.com
$2,170,139,720

38. SignatureFD
www.signaturefd.com
$2,035,213,395

39. Waddell & Associates
www.waddellandassociates.com
$771,498,814

40. Beaird Harris Wealth Management
www.bh-co.com
$656,684,958

41. Sandhill Investment Management
www.sandhill-im.com
$503,188,768

42. DT Investment Partners
www.dtinvestmentpartners.com
$494,281,056

43. Schenck Investment Solutions
www.schencksc.com
$481,009,035

44. Wagner Bowman Management Corp
www.wagnercapital.net
$389,102,000

45. Fiduciary Financial Services of the Southwest
www.ffss.net
$377,041,387

46. HBC Financial Services
www.advisercpa.com
$193,478,359

47. Lowery Thomas
www.lowerythomas.com
$142,978,873

48. Matter Family Office
www.matterfamilyoffice.com
$2,487,712,352

49. Empirical Wealth Management
www.empirical.net
$808,315,484

50. Grandfield & Dodd
www.grandfield-dodd.com
$885,545,264

51. AKT Wealth Advisors
www.wealthadvisors.com
$674,224,003

52. PrairieView Partners
www.prairieviewpartners.com
$297,673,112

53. Kuntz Lesher Capital
www.klcinvest.com
$297,673,112

54. Tellone Management Group
www.tellone.com
$305,238,239

55. Mason Road Wealth Advisors
www.mrwaLLC.com
$277,098,475

56. Pennington Financial Group
www.pfgadvisor.com
$190,631,164

57. McCarthy Asset Management
www.mamportfolios.com
$173,024,026

58. Geller Family Office Services
www.gellerfamilyofficeservices.com
$2,158,545,843

59. Jacobsen Capital Management
www.jacobsencapital.com
$161,266,359

60. Disciplined Investments
www.ht-di.com
$159,516,279

61. Brighton Jones
www.brightonjones.com
$548,422,458

62. Foster & Motley
www.fosterandmotley.com
$913,177,311

63. Dean Investments
www.chdean.com
$548,422,458

64. SB Capital Management
www.sbcapitalmanagement.com
$499,525,023

65. The Proper Analysis Corp.
www.properanalysis.com
$328,347,066

66. Thor Investment Management
www.thorinvestment.com
$324,309,000

67. Asset Strategies
www.asset-strategies-inc.com
$299,562,620

68. White Oaks Wealth Advisors
www.whiteoakswealth.com
$429,880,453

69. East Coast Asset Management
www.eastcoastasset.com
$377,388,412

70. GreerWalker Wealth Management
www.greerwalker.com
$327,225,563

71. William Mack & Associates
www.wmack.com
$259,100,000

72. Whitener Capital Management
www.whitenercapital.com
$151,534,000

73. Crowley Wealth Management
www.crowleywealthmanagement.com
$158,798,119

74. Pathstone Family Office
www.pathstone.com
$1,812,932,738

75. Raffa Wealth Management, LLC
www.raffawealth.com
$435,399,587

76. Kyle Financial Services
www.raffawealth.com
$187,156,241

77. Mercer Global Advisors
www.merceradvisors.com
$5,512,472,775

78. Smith & Howard Wealth Management
www.smithhowardwealth.com
$511,164,913

79. Lehman Financial Resources
website: none
$418,525,601

80. Cranbrook Wealth Management
www.cranbrookwealth.com
$438,445,834

81. Rockbridge Investment Management
www.rockbridgeinvest.com
$336,791,109

82. Grant/GrossMendelsohn
www.ggmwealthadvisors.com
$275,463,000

83. Alexander Randolph Advisory
www.alexanderrandolph.com
$271,160,300

84. Commonwealth Advisory Group
www.comgrp.net
$258,156,890

85. Weaver C. Barksdale & Associates
www.wcbarksdale.com
$4,055,622,496

86. TFO Phoenix
www.tfophoenix.com
$1,317,096,717

87. New Wealth Advisors
www.newwealthadvisors.net
$274,969,572

88. The Golub Group
www.golubgroup.com
$1,014,594,984

89. GHP Investment Advisors
www.ghpia.com
$821,655,581

90. Valicenti Advisory Services
www.valicenti.com
$376,662,448

91. KEB Asset Management
www.kamadvisors.com
$336,209,338

92. Daniels + Tansey
www.danielstansey.com
$263,278,150

93. Carter Asset Management
www.carterasset.com
$218,406,963

94. Investment Advisory Professionals
www.iapLLC.com
$177,000,000

95. Tricapital Advisors
www.tricapitaladvisors.com
$177,000,000

96. Pathway Financial Advisors
www.pathwayadvisors.com
$210,327,708

97. Red Door Wealth Management
www.reddoorwealth.com
$102,851,105

98. Landmark Wealth Management
www.landmarkfirm.com
$98,269,574

99. Onyx Financial Advisors
www.onyxfinancial.com
$92,200,000

100. The Mosaic Financial Group
www.themosaicgroupLLC.com
$441,409,018

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