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Top 50 Fastest-Growing RIA Firms

Financial Planning’s list of the top 50 Fastest-Growing RIA Firms tracks growth in AUM between 2011 and 2013. These firms range in size, from $600 million AUM to over $3.5 billion AUM. But all are growing -- fast.


Click here to view the full story on the top RIA leaders, or browse through this list to see who topped the charts.

No.1 Rockefeller & Co.

No.1 Rockefeller & Co.

Location: New York


AUM Growth: $3,548.6M


Investment Advisors: 56


Client Accounts: 2,899

No.2 Creative Planning | Peter Mallouk, Founder, pictured above

No.2 Creative Planning | Peter Mallouk, Founder, pictured above

Location: Leawood, Kan.


AUM Growth: $2,554.0M


Investment Advisors: 38


Client Accounts: 21,282

No.3 Banyan Partners | Peter Raimondi, CEO, pictured above

No.3 Banyan Partners | Peter Raimondi, CEO, pictured above

Location: Palm Beach Gardens, Fla.


AUM Growth: $2,062.4M


Investment Advisors: 21


Client Accounts: 4,227

No.4 Summit Rock Advisors

No.4 Summit Rock Advisors

Location: New York


AUM Growth: $1,397.34M


Investment Advisors: 18


Client Accounts: 64

No.5 Shepherd Kaplan

No.5 Shepherd Kaplan

Location: Boston


AUM Growth: $1,340.1M


Investment Advisors: 16


Client Accounts: 1,688

No.6 WMS Partners

No.6 WMS Partners

Location: Towson, Md.


AUM Growth: $1,297.5M


Investment Advisors: 13


Client Accounts: 389

No.7 Pacific Portfolio Consulting

No.7 Pacific Portfolio Consulting

Location: Seattle


AUM Growth: $1,293.9M


Investment Advisors: 7


Client Accounts: 228

No.8 Reinhart Partners

No.8 Reinhart Partners

Location: Mequon, Wis.


AUM Growth: $1,273.3M


Investment Advisors: 21


Client Accounts: 5,482

No.9 BBR Partners

No.9 BBR Partners

Location: New York


AUM Growth: $1,248.9M


Investment Advisors: 54


Client Accounts: 1,235

No.10 Advanced Capital Group

No.10 Advanced Capital Group

Location: Minneapolis


AUM Growth: $1,177.0M


Investment Advisors: 10


Client Accounts: 325

No.11 - No.20| Jeffery H. Thomasson, CEO & Managing Director of Oxford Financial Group, pictured above

No.11 - No.20| Jeffery H. Thomasson, CEO & Managing Director of Oxford Financial Group, pictured above

No.11 Ronald Blue & Co.| Location: Roswell, Ga. | AUM Growth: $1,128.4M



No.12 RGT Capital Management | Location: Dallas | AUM Growth: $1,106.0M



No.13 Adams Hall Wealth Advisors | Location: Tulsa, Okla. | AUM Growth: $1,087.3M



No.14 Tolleson Private Wealth Management | Location: Dallas | AUM Growth: $1,086.7M



No.15 Heck Capital Advisors | Location: Rhinelande, Wis. | AUM Growth: $1,070.0M



No.16 Manchester Capital Management | Location: Mancheste, Vt. | AUM Growth: $1,047.8M



No.17 Miller/Russell & Associates | Location: Phoenix | AUM Growth: $1,046.9M



No.18 Oxford Financial Group | Location: Carmel, Ind. | AUM Growth: $1,012.2M



No.19 Mercer Global Advisors | Location: Santa Barbara, Calif. | AUM Growth: $1,011.0M



No.20 Baker Street Advisors | Location: San Francisco | AUM Growth: $979.0M

No.21 - No.30 | Lisette_Cooper, Founder of Athena Capital, pictured above

No.21 - No.30 | Lisette_Cooper, Founder of Athena Capital, pictured above

No.21 Seven Bridges Advisors | Location: New York | AUM Growth: $950.0M



No.22 Geller Family Office Services | Location: New York | AUM Growth: $937.7M



No.23 Altair Advisers | Location: Chicago | AUM Growth: $917.2M



No.24 Athena Capital Advisors | Location: Lincoln, Mass. | AUM Growth: $909.4M



No.25 Gresham Partners | Location: Chicago | AUM Growth: $895.1M



No.26 Hewins Financial Advisors | Location: San Mateo | AUM Growth: $856.1M



No.27 myCIO Wealth Partners | Location: Philadelphia | AUM Growth: $853.9M



No.28 Aspiriant | Location: San Francisco | AUM Growth: $843.3M



No.29 Green Square Capital | Location: Memphis, Tenn. | AUM Growth: $823.1M



No.30 Beaumont Financial Partners | Location: Wellesley Hills, Mass. | AUM Growth: $793.8M

No.31 - No.40

No.31 - No.40

No.31 Wellspring Financial Advisors | Location: Cleveland | AUM Growth: $781.2M



No.32 Wetherby Asset Management | Location: San Francisco | AUM Growth: $779.4M



No.33 Sontag Advisory | Location: New York | AUM Growth: $773.2M



No.34 Savant Capital | Location: Rockford, Ill. | AUM Growth: $759.4



No.35 Federal Street Advisors | Location: Boston | AUM Growth: $749.6M



No.36 CM Wealth Advisors | Location: Cleveland | AUM Growth: $734.4M



No.37 RINET Company | Location: Boston | AUM Growth: $726.4M



No.38 Plancorp | Location: Saint Louis | AUM Growth: $717.9M



No.39 Ballentine Partners | Location: Waltham, Mass. | AUM Growth: $702.4M



No.40 Homrich & Berg | Location: Atlanta | AUM Growth: $698.1M

No.41 - No.50

No.41 - No.50

No.41 Dowling & Yahnke | Location: San Diego | AUM Growth: $696.9M



No.42 Balasa Dinverno Foltz | Location: Itasca, Ill. | AUM Growth: $696.4M



No.43 Halbert Hargrove Global Advisors | Location: Long Beach, Calif. | AUM Growth: $696.2M



No.44 SignatureFD | Location: Atlanta | AUM Growth: $689M



No.45 Northeast Financial Consultants | Location: Westport, Conn. | AUM Growth: $685.9M



No.46 Inverness Counsel | Location: New York | AUM Growth: $685.7M



No.47 Signature Financial Management | Location: Norfolk, Va. | AUM Growth: $663.3M



No.48 TAG Associates | Location: New York | AUM Growth: $663M



No.49 Warren Averett Asset Management | Location: Birmingham, Ala. | AUM: $637.7M



No.50 Brighton Jones | Location: Seattle | AUM: $628.8M

See who topped the charts on Financial Planning's list of the top 50 Fastest-Growing RIA Firms. These firms range in size, but all are growing -- fast.

Comments (1)
WHAT ABOUT READERS LIKE MYSELF WHO REFUSE TO SPEND THE TIME TO SCROLL THROUGH A SERIES OF SLIDES. IS THERE A WAY TO SEE AND READ THE LIST ALL AT ONE TIME? THE PERSON WHO CAME UP WITH THIS NEW APPROACH TO VIEWING ARTICLES MUST NOT UNDERSTAND THE VALUE OF TIME.
Posted by C. Thomas T | Friday, June 06 2014 at 1:45PM ET
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