Top 50 Fastest-Growing, Fee-Only RIA Firms

Top 50 Fastest-Growing, Fee-Only RIA Firms Top 50 Fastest-Growing, Fee-Only RIA Firms The RIA sector drastically outpaced the growth rate of the rest of the financial services industry in the past year, growing at 13% versus 1.3%, according to research from Cerulli & Associates.

For our annual RIA Leaders report, Financial Planning ran the numbers to look at the 50 fastest-growing fee-only RIA firms for 2012. Click through to see the full list.

50. Palladium Registered Investment Advisors 50. Palladium Registered Investment Advisors

Location: Norfolk, Va.
AUM Growth Since 2006 (billions): $1.302
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: Schwab
Website: palladiumllc.com

49. Miller/ Russell & Associates 49. Miller/ Russell & Associates

Location: Phoenix
AUM Growth Since 2006 (billions): $1.304
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: Schwab
Website: miller-russell.com

48. Archstone Portfolio Solutions 48. Archstone Portfolio Solutions

Location: Lutherville, Md.
AUM Growth Since 2006 (billions): $1.326
Employees: 6-10
Investment Advisors: 1-5
Custodian/ Clearing Firm: Schwab
Website: archstoneportfolio.com

47. Strategic Investment Counsel 47. Strategic Investment Counsel

Location: Dallas
AUM Growth Since 2006 (billions): $1.337
Employees: 1-5
Investment Advisors: 1-5
Custodian/ Clearing Firm: TD Ameritrade
Website: strinco.com

46. Money Matters With Ken Moraif 46. Money Matters With Ken Moraif

Location: Plano, Texas
AUM Growth Since 2006 (billions): $1.374
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: N/A
Website: moneymatter.net

45. McCutchen Group 45. McCutchen Group

Location: Seattle
AUM Growth Since 2006 (billions): $1.384
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: Schwab
Website: mccutchengroup.com

44. Evanson Asset Management 44. Evanson Asset Management

Location: Carmel, Calif.
AUM Growth Since 2006 (billions): $1.394
Employees: 1-5
Investment Advisors: 1-5
Custodian/ Clearing Firm: Schwab, Vanguard, Fidelity, Aegon, TD Ameritrade
Website: evansonasset.com

43. Balentine 43. Balentine

Location: Atlanta
AUM Growth Since 2006 (billions): $1.407
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: Pershing
Website: balentine.com

42. Beirne Wealth Consulting 42. Beirne Wealth Consulting

Location: Milford, Conn.
AUM Growth Since 2006 (billions): $1.409
Employees: 6-10
Investment Advisors: 6-10
Custodian/ Clearing Firm: N/A
Website: beirnewealth.com

41. Wharton Business Group 41. Wharton Business Group

Location: Exton, Pa.
AUM Growth Since 2006 (billions): $1.505
Employees: 1-5
Investment Advisors: 1-5
Custodian/ Clearing Firm: Schwab
Website: whartonbusinessgroup.com

40. Turtle Creek Management 40. Turtle Creek Management

Location: Dallas
AUM Growth Since 2006 (billions): $1.511
Employees: 6-10
Investment Advisors: 6-10
Custodian/ Clearing Firm: N/A
Website: turtlecreekdallas.com

39. Geneva Capital Management 39. Geneva Capital Management

Location: Milwaukee
AUM Growth Since 2006 (billions): $1.536
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: Schwab
Website: genevacapitalmanagement.com

38. Wetherby Asset Management 38. Wetherby Asset Management

Location: San Francisco
AUM Growth Since 2006 (billions): $1.553
Employees: 51-250
Investment Advisors: 11-50
Custodian/ Clearing Firm: Schwab
Website: wetherby.com

37. Baker Street Advisors 37. Baker Street Advisors

Location: San Francisco
AUM Growth Since 2006 (billions): $1.580
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: Schwab, Fidelity
Website: bakerstreetadvisors.com

36. Estabrook Capital Management 36. Estabrook Capital Management

Location: New York
AUM Growth Since 2006 (billions): $1.627
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: TD Ameritrade
Website: estabrookcap.com

35. Aperio Group 35. Aperio Group

Location: Sausalito, Calif.
AUM Growth Since 2006 (billions): $1.628
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: Schwab
Website: aperiogroup.com

34. Financial Management Partners 34. Financial Management Partners

Location: Clayton, Mo.
AUM Growth Since 2006 (billions): $1.643
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: Schwab
Website: fmpartners.com

33. F.N.B. Investment Advisors 33. F.N.B. Investment Advisors

Location: Pittsburgh
AUM Growth Since 2006 (billions): $1.671
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: N/A
Website: fnbwealthmanagement.com

32. Gresham Partners 32. Gresham Partners

Location: Chicago
AUM Growth Since 2006 (billions): $1.684
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: Fidelity
Website: greshampartners.com

31. Symmetry Partners 31. Symmetry Partners

Location: Glastonbury, Conn.
AUM Growth Since 2006 (billions): $1.700
Employees: 51-250
Investment Advisors: 6-10
Custodian/ Clearing Firm: TD Ameritrade, Trust Company of America
Website: symmetrypartners.com

30. H.M. Payson 30. H.M. Payson

Location: Portland, Maine
AUM Growth Since 2006 (billions): $1.713
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: Schwab
Website: hmpayson.com

29. Chieftain Capital Management 29. Chieftain Capital Management

Location: New York
AUM Growth Since 2006 (billions): $1.727
Employees: 1-5
Investment Advisors: 1-5
Custodian/ Clearing Firm: N/A
Website: chieftaincapital.com

28. Savant Capital Management 28. Savant Capital Management

Location: Rockford, Ill.
AUM Growth Since 2006 (billions): $1.742
Employees: 51-250
Investment Advisors: 11-50
Custodian/ Clearing Firm: TD Ameritrade, Schwab, Fidelity, Vanguard
Website: savantcapital.com

27. Galileo Planning Group 27. Galileo Planning Group

Location: San Mateo, Calif.
AUM Growth Since 2006 (billions): $1.800
Employees: 6-10
Investment Advisors: 1-5
Custodian/ Clearing Firm: Schwab
Website: galileoplanninggroup.com

26. Spruce Private Investors 26. Spruce Private Investors

Location: Stamford, Conn.
AUM Growth Since 2006 (billions): $1.808
Employees: 11-50
Investment Advisors: 1-5
Custodian/ Clearing Firm: N/A
Website: spruceinvest.com

25. Mainstreet Advisors 25. Mainstreet Advisors

Location: Chicago
AUM Growth Since 2006 (billions): $1.826
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: N/A
Website: mainstreetadv.com

24. Mill Creek Capital Advisors 24. Mill Creek Capital Advisors

Location: Conshohocken, Pa.
AUM Growth Since 2006 (billions): $1.846
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: N/A
Website: millcreekcap.com

23. Heck Capital Advisors 23. Heck Capital Advisors

Location: Rhinelander, Wis.
AUM Growth Since 2006 (billions): $1.856
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: Fidelity
Website: heckcapital.com

22. BTC Capital Management 22. BTC Capital Management

Location: Des Mones, Iowa
AUM Growth Since 2006 (billions): $1.864
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: N/A
Website: btccapitalmgmt.com

21. Seven Bridges Advisors 21. Seven Bridges Advisors

Location: New York
AUM Growth Since 2006 (billions): $1.899
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: N/A
Website: sballc.com

20. WestEnd Advisors 20. WestEnd Advisors

Location: Charlotte, N.C.
AUM Growth Since 2006 (billions): $1.917
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: Fidelity
Website: westendadvisors.com

19. Chartwell Consulting 19. Chartwell Consulting

Location: Montclair, N.J.
AUM Growth Since 2006 (billions): $2.000
Employees: 1-5
Investment Advisors: 1-5
Custodian/ Clearing Firm: N/A
Website: chartwellusa.com

18. Mangham Associates 18. Mangham Associates

Location: Charlottesville, VA.
AUM Growth Since 2006 (billions): $2.060
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: N/A
Website: manghamassociates.com

17. Strategic Capital Advisers 17. Strategic Capital Advisers

Location: Denver
AUM Growth Since 2006 (billions): $2.181
Employees: 6-10
Investment Advisors: 6-10
Custodian/ Clearing Firm: Schwab
Website: scadv.com

16. Oxford Financial Group 16. Oxford Financial Group

Location: Carmel, Ind.
AUM Growth Since 2006 (billions): $2.441
Employees: 51-250
Investment Advisors: 11-50
Custodian/ Clearing Firm: Schwab, Fidelity
Website: ofgltd.com

15. Ronald Blue & Co. 15. Ronald Blue & Co.

Location: Atlanta
AUM Growth Since 2006 (billions): $2.527
Employees: 251-500
Investment Advisors: 51-250
Custodian/ Clearing Firm: Schwab, Fidelity
Website: ronblue.com

14. NEPC 14. NEPC

Location: Cambridge, Mass.
AUM Growth Since 2006 (billions): $2.750
Employees: 51-250
Investment Advisors: 51-250
Custodian/ Clearing Firm: N/A
Website: nepc.com

13. ICG Advisors 13. ICG Advisors

Location: Los Angeles
AUM Growth Since 2006 (billions): $2.817
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: N/A
Website: icgadvisors.com

12. Seven Post Private Investment Office 12. Seven Post Private Investment Office

Location: San Francisco
AUM Growth Since 2006 (billions): $2.818
Employees: 6-10
Investment Advisors: 6-10
Custodian/ Clearing Firm: N/A
Website: sevenpost.com

11. Appleton Partners 11. Appleton Partners

Location: Boston
AUM Growth Since 2006 (billions): $2.833
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: Fidelity, Schwab
Website: appletonpartners.com

10. Barlett & Co. 10. Barlett & Co.

Location: Cincinnati
AUM Growth Since 2006 (billions): $2.875
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: N/A
Website: bartlett1898.com

9. Cornerstone Investment Partners 9. Cornerstone Investment Partners

Location: Atlanta
AUM Growth Since 2006 (billions): $3.329
Employees: 11-50
Investment Advisors: 6-10
Custodian/ Clearing Firm: N/A
Website: cornerstone-ip.com

8. Fairpointe Capital 8. Fairpointe Capital

Location: Chicago
AUM Growth Since 2006 (billions): $3.398
Employees: 11-50
Investment Advisors: 1-5
Custodian/ Clearing Firm: N/A
Website: fairpointecapital.com

7. myCIO Wealth Partners 7. myCIO Wealth Partners

Location: Philadelphia
AUM Growth Since 2006 (billions): $3.498
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: Schwab, TD Ameritrade, Pershing
Website: myciowp.com

6. Ballentine Partners 6. Ballentine Partners

Location: Waltham, Mass.
AUM Growth Since 2006 (billions): $3.621
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: Fidelity, Schwab
Website: ballentinepartners.com

5. Mercer Global Advisors 5. Mercer Global Advisors

Location: Santa Barbara, Calif.
AUM Growth Since 2006 (billions): $3.880
Employees: 51-250
Investment Advisors: 11-50
Custodian/ Clearing Firm: Schwab, TD Ameritrade
Website: merceradvisors.com

4. Creative Planning 4. Creative Planning

Location: Leawood, Kan.
AUM Growth Since 2006 (billions): $4.202
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: TD Ameritrade, Schwab
Website: thinkingbeyond.com

3. Luminous Capital 3. Luminous Capital

Location: Los Angeles
AUM Growth Since 2006 (billions): $5.341
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: Schwab, Fidelity
Website: luminouscap.com

2. Shepherd Kaplan 2. Shepherd Kaplan

Location: Boston
AUM Growth Since 2006 (billions): $6.696
Employees: 11-50
Investment Advisors: 11-50
Custodian/ Clearing Firm: Schwab, Fidelity
Website: sk-llc.com

1. Aspiriant 1. Aspiriant

Location: Los Angeles
AUM Growth Since 2006 (billions): $6.767
Employees: 51-250
Investment Advisors: 51-250
Custodian/ Clearing Firm: Schwab
Website: aspiriant.com