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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