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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

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.

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