100 Top Fee-Only Firms

Financial Planning's third annual list of the top 100 RIA leaders identifies the upper echelon of a variegated field of more than 19,000 RIAs nationwide. Some experts predict that the largest of these will grow to anywhere between $50 billion to $100 billion in AUM in the next couple of decades. Click here to read the full story, or browse through this list to see the year's chart-toppers.

No.1 Oxford Financial Group

No.1 Oxford Financial Group

Location: Carmel, Ind.

AUM (in billions): $10.820

Investor Advisors: 30

Client Accounts: 6,100

Jeffery H. Thomasson, CEO & Managing Director, pictured above

No.2 Rockefeller & Co.

No.2 Rockefeller & Co.

Location: New York

AUM (in billions): $10.634

Investor Advisors: 56

Client Accounts: 2,889

No.3 Shepherd Kaplan

No.3 Shepherd Kaplan

Location: Boston

AUM (in billions): $9.075

Investor Advisors: 16

Client Accounts: 1,688

No.4 Summit Rock Advisors

No.4 Summit Rock Advisors

Location: New York

AUM (in billions): $7.985

Investor Advisors: 18

Client Accounts: 64

No.5 Creative Planning

No.5 Creative Planning

Location: Leawood, Kan.

AUM (in billions): $7.808

Investor Advisors: 38

Client Accounts: 21,182

Peter Mallouk, Founder, pictured above

No.6 Ronald Blue & Co.

No.6 Ronald Blue & Co.

Location: Roswell, Ga.

AUM (in billions): $7.569

Investor Advisors: 143

Client Accounts: 16.689

Russ Crosson, President & CEO, pictured above

No.7 Aspiriant

No.7 Aspiriant

Location: San Francisco

AUM (in billions): $7.210

Investor Advisors: 51

Client Accounts: 4,752

Rob Francais, CEO, Principal, pictured above

No.8 Advanced Capital Group

No.8 Advanced Capital Group

Location: Minneapolis

AUM (in billions): $7.130

Investor Advisors: 10

Client Accounts: 325

No.9 Tag Associates

No.9 Tag Associates

Location: New York

AUM (in billions): $7.020

Investor Advisors: 15

Client Accounts: 1,049

No.10 BBR Partners

No.10 BBR Partners

Location: New York

AUM (in billions): $6.593

Investor Advisors: 54

Client Accounts: 1,235

#11-#20 | Lisette Cooper, Founder of Athena Capital Advisors, pictured above

#11-#20 | Lisette Cooper, Founder of Athena Capital Advisors, pictured above

No.11 Mycio Wealth Partners | Location: Philadelphia | AUM (in billions): $5.998

No.12 Mercer Global Advisors | Location: Santa Barbara, Calif. | AUM (in billions): $4.893

No.13 Reinhart Partners | Location: Mequon, Wis. | AUM (in billions): $4.488

No.14 Athena Capital Advisors | Location: Lincoln, Mass. | AUM (in billions): $4.288

No.15 Baker Street Advisors | Location: San Francisco | AUM (in billions): $4.200

No.16 Clarfeld Financial Advisors | Location: Tarrytown, N.Y. | AUM (in billions): $4.125

No.17 Gresham Partners | Location: Chicago | AUM (in billions): $3.859

No.18 Ballentine Partners | Location: Waltham, Mass. | AUM (in billions): $3.823

No.19 Sontag Advisory | Location: New York | AUM (in billions): $3.605

No.20 Tolleson Private Wealth Management | Location: Dallas | AUM (in billions): $3.498

#21-#30 | Peter Raimondi, Founder of Banyan Partners, pictured above

#21-#30 | Peter Raimondi, Founder of Banyan Partners, pictured above

No.21 Wetherby Asset Management | Location: San Francisco | AUM (in billions): $3.393

No.22 Altair Advisers | Location: Chicago | AUM (in billions): $3.351

No.23 Ferguson Wellman Capital Management | Location: Portland, Ore. | AUM (in billions):$3.241

No.24 Federal Street Advisors | Location: Boston | AUM (in billions): $3.185

No.25 Banyan Partners | Location: Palm Beach Gardens, Fla. | AUM (in billions): $3.172

No.26 Gofen and Glossberg | Location: Chicago | AUM (in billions): $2.996

No.27 Hewins Financial Advisors | Location: San Mateo, Calif. | AUM (in billions): $2.953

No.28 Bartlett & Co. | Location: Cincinnati | AUM (in billions): $2.916

No.29 Savant Capital | Location: Rockford, Ill. | AUM (in billions): $2.910

No.30 Signature Financial Management | Location: Norfolk, Va. | AUM (in billions): $2.768

#31-#40 | Richard M. Burridge Jr., Founding Principal, CEO, CIO of RMB Capital Management, pictured above

#31-#40 | Richard M. Burridge Jr., Founding Principal, CEO, CIO of RMB Capital Management, pictured above

No.31 HPM Partners | Location: New York | AUM (in billions): $2.738

No.32 RMB Capital Management | Location: Chicago | AUM (in billions): $2.657

No.33 Northeast Financial Consultants | Location: Westport, Conn. | AUM (in billions): $2.637

No.34 Iron Capital Advisors | Location: Atlanta | AUM (in billions): $2.633

No.35 Executive Monetary Management | Location: New York | AUM (in billions): $2.587

No.36 Homrich & Berg | Location: Atlanta | AUM (in billions): $2.565

No.37 Douglas C. Lane & Associates | Location: New York | AUM (in billions): $2.542

No.38 Heck Capital Advisors | Location: Rhinelander, Wis. | AUM (in billions): $2.526

No.39 Threshold Group | Location: Gig Harbor, Wash. | AUM (in billions): $2.524

No.40 Bingham, Osborn & Scarborough | Location: San Francisco | AUM (in billions): $2.454

#41-#50

#41-#50

No.41 Pacific Portfolio Consulting | Location: Seattle | AUM (in billions): $2.417

No.42 Manchester Capital Management | Location: Manchester, Vt. | AUM (in billions): $2.410

No.43 Regentatlantic Capital | Location: Morristown, N.J. | AUM (in billions): $2.330

No.44 Dowling & Yahnke | Location: San Diego | AUM (in billions): $2.328

No.45 Balasa Dinverno Foltz | Location: Itasca, Ill. | AUM (in billions): $2.306

No.46 The Bollard Group | Location: Boston | AUM (in billions): $2.296

No.47 WMS Partners | Location: Towson, Md. | AUM (in billions): $2.289

No.48 R.M. Davis | Location: Portland, Maine | AUM (in billions): $2.274

No.49 Atherton Lane Advisers | Location: Menlo Park, Calif | AUM (in billions): $2.269

No.50 Inverness Counsel | Location: New York | AUM (in billions): $2.250

#51-#60

#51-#60

No.51 ThomasPartners | Location: Wellesley, Mass. | AUM (in billions): $2.240

No.52 First Foundation Advisors | Location: Irvine, Calif. | AUM (in billions): $2.229

No.53 RGT Capital Management | Location: Dallas | AUM (in billions): $2.206

No.54 Matter Family Office (formerly Financial Management Partners) | Location: Clayton, Mo. | AUM (in billions): $2.183

No.55 Silver Bridge Capital Management | Location: Boston | AUM (in billions): $2.154

No.56 Massey Quick | Location: Morristown, N.J. | AUM (in billions): $2.149

No.57 Miller Investment Management | Location: West Conshohocken, Pa. | AUM (in billions): $2.133

No.58 Arlington Partners | Location: Birmingham, Ala. | AUM (in billions): $2.127

No.59 CM Wealth Advisors | Location: Cleveland | AUM (in billions): $2.054

No.60 Halbert Hargrove Global Advisors | Location: Long Beach, Calif. | AUM (in billions): $2.045

#61-#70 | Wayne F. Wilbanks, Managing Principal and CIO of Wilbanks, Smith & Thomas Asset Management, pictured above

#61-#70 | Wayne F. Wilbanks, Managing Principal and CIO of Wilbanks, Smith & Thomas Asset Management, pictured above

No.61 Wilbanks, Smith & Thomas Asset Management | Location: Norfolk, Va. | AUM (in billions): $1.998

No.62 Adams Hall Wealth Advisors | Location: Tulsa, Okla. | AUM (in billions): $1.989

No.63 Beaumont Financial Partners | Location: Wellesley Hills, Mass. | AUM (in billions): $1.982

No.64 BKD Wealth Advisors | Location: Springfield, Mo. | AUM (in billions): $1.976

No.65 Miller/Russell & Associates | Location: Phoenix, Ariz | AUM (in billions): $1.950

No.66 Linscomb & Williams | Location: Houston | AUM (in billions): $1.935

No.67 Capital Investment Counsel | Location: Denver | AUM (in billions): $1.916

No.68 Northwest Capital Management | Location: Portland, Ore. | AUM (in billions): $1.896

No.69 First Endowment Development | Location: Houston | AUM (in billions): $1.886

No.70 Plancorp | Location: Saint Louis | AUM (in billions): $1.878

#71-#80

#71-#80

No.71 South Texas Money Management | Location: San Antonio | AUM (in billions): $1.865

No.72 Courier Capital | Location: Buffalo, N.Y. | AUM (in billions): $1.857

No.73 Brighton Jones | Location: Seattle | AUM (in billions): $1.833

No.74 Meristem | Location: Minnetonka, Minn. | AUM (in billions): $1.797/p>

No.75 Badgley, Phelps and Bell | Location: Seattle | AUM (in billions): $1.792

No.76 Spruce Private Investors | Location: Stamford, Conn. | AUM (in billions): $1.739

No.77 Budros, Ruhlin & Roe | Location: Columbus, Ohio | AUM (in billions): $1.735

No.78 Index Funds Advisors | Location: Irvine, Calif. | AUM (in billions): $1.730

No.79 Alesco Advisors | Location: Pittsford, N.Y. | AUM (in billions): $1.690

No.80 Wipfli Hewins Investment Advisors | Location: San Mateo, Calif. | AUM (in billions): $1.644

#81-#90

#81-#90

No.81 PHH Investments | Location: Addison, Texas | AUM (in billions): $1.608

No.82 Warren Averett Asset Management | Location: Birmingham, Ala. | AUM (in billions): $1.607

No.83 Geller Family Office Services | Location: New York | AUM (in billions): $1.605

No.84 Rinet Company | Location: Boston | AUM (in billions): $1.572

No.85 Laird Norton Tyee Asset Strategies | Location: Seattle | AUM (in billions): $1.570

No.86 Southeast Asset Advisors | Location: Thomasville, Ga. | AUM (in billions): $1.541

No.87 Green Square Capital | Location: Memphis, Tenn. | AUM (in billions): $1.538

No.88 JMG Financial Group | Location: Oak Brook, Ill. | AUM (in billions): $1.533

No.89 SignatureFD | Location: Atlanta | AUM (in billions): $1.513

No.90 McCutchen Group | Location: Seattle | AUM (in billions): $1.500

#91-#100 | Robert Balentine, CEO of Balentine, pictured above

#91-#100 | Robert Balentine, CEO of Balentine, pictured above

No.91 Balentine | Location: Atlanta | AUM (in billions): $1.483

No.92 Concert Wealth Management | Location: San Jose, Calif. | AUM (in billions): $1.466

No.93 Wescott Financial Advisory Group | Location: Philadelphia | AUM (in billions): $1.462

No.94 Palladium Partners | Location: Norfolk, Va. | AUM (in billions): $1.439

No.95 Hillview Capital Advisors | Location: Radnor, Pa. | AUM (in billions): $1.438

No.96 Heritage Investors Management | Location: Bethesda, Md. | AUM (in billions): $1.420

No.97 The MDE Group | Location: Morristown, N.J. | AUM (in billions): $1.404

No.98 Riverpoint Capital Management | Location: Cincinnati | AUM (in billions): $1.378

No.99 Zemenick & Walker | Location: Saint Louis | AUM (in billions): $1.360

No.100 Mozaic | Location: Beverly Hills, Calif. | AUM (in billions): $1.349