RIA Leaders 2017: Which firms have the most client accounts?
January 11, 2017 3:39 PM
More than a third of the nation’s largest RIAs lost assets under management last year, but how did firms perform when it came to another critical metric, their client accounts?
To find out, we shook up the Top 150 RIA Firms list and ranked them based on client accounts. Click through the slides to see if the industry's top firms added, retained or even lost client accounts from last year. If a firm did not make the Top 150 Firms list last year the 2016 client account information was not recorded.
For more insight, and to see how the RIA Leaders stack up, read our feature story, “Top RIAs lose ground ,” written by Senior Editor Ann Marsh.
As with previous years, our 6th annual Leaders ranking makes every effort to exclude firms with conflicts of interest, such as broker-dealer and insurance company affiliations. You can see our methodologyhere .
To find out, we shook up the Top 150 RIA Firms list and ranked them based on client accounts. Click through the slides to see if the industry's top firms added, retained or even lost client accounts from last year. If a firm did not make the Top 150 Firms list last year the 2016 client account information was not recorded.
For more insight, and to see how the RIA Leaders stack up, read our feature story, “
As with previous years, our 6th annual Leaders ranking makes every effort to exclude firms with conflicts of interest, such as broker-dealer and insurance company affiliations. You can see our methodology
20. R. M. Davis
Client accounts 2017: 4,514
Client accounts 2016: 4,090
AUM (000): $3,161.37
Client accounts 2016: 4,090
AUM (000): $3,161.37
19. Hamilton Capital Management
Client accounts 2017: 4,605
Client accounts 2016: Not ranked
AUM (000): $1,545.18
Client accounts 2016: Not ranked
AUM (000): $1,545.18
18. Balasa Dinverno Foltz
Client accounts 2017: 4,665
Client accounts 2016: 4,453
AUM (000): $3,071.92
Client accounts 2016: 4,453
AUM (000): $3,071.92
17. Evanson Asset Management
Client accounts 2017: 4,913
Client accounts 2016: 4,306
AUM (000): $3,408.05
Client accounts 2016: 4,306
AUM (000): $3,408.05
16. RGT Wealth Advisors
Client accounts 2017: 4,930
Client accounts 2016: 7,038
AUM (000): $4,361.60
Client accounts 2016: 7,038
AUM (000): $4,361.60
15. Evensky & Katz/Foldes Financial
Client accounts 2017: 5,174
Client accounts 2016: 3,275
AUM (000): $1,461.19
Client accounts 2016: 3,275
AUM (000): $1,461.19
14. Pathstone Federal Street
Client accounts 2017: 5,347
Client accounts 2016: 1,786
AUM (000): $8,275.50
Client accounts 2016: 1,786
AUM (000): $8,275.50
13. Adviser Investments
Client accounts 2017: 5,505
Client accounts 2016: Not ranked
AUM (000): $2,094.90
Client accounts 2016: Not ranked
AUM (000): $2,094.90
12. EP Wealth Advisors
Client accounts 2017: 5,598
Client accounts 2016: 4,747
AUM (000): $2180.00
Client accounts 2016: 4,747
AUM (000): $2180.00
11. Index Fund Advisors
Client accounts 2017: 5,598
Client accounts 2016: 5,427
AUM (000): $2,727.01
Client accounts 2016: 5,427
AUM (000): $2,727.01
10. Plancorp
Client accounts 2017: 5,624
Client accounts 2016: 4,845
AUM (000): $3,026.11
Client accounts 2016: 4,845
AUM (000): $3,026.11
9. Homrich Berg
Client accounts 2017: 5,801
Client accounts 2016: 5,384
AUM (000): $4,081.97
Client accounts 2016: 5,384
AUM (000): $4,081.97
8. TCI Wealth Advisors
Client accounts 2017: 6,466
Client accounts 2016: 5,477
AUM (000): $1,980.85
Client accounts 2016: 5,477
AUM (000): $1,980.85
7. Budros, Ruhlin & Roe
Client accounts 2017: 6,511
Client accounts 2016: 6,528
AUM (000): $2,046.65
Client accounts 2016: 6,528
AUM (000): $2,046.65
6. Orgel Wealth Management
Client accounts 2017: 7,026
Client accounts 2016: 8,610
AUM (000): $3,031.97
Client accounts 2016: 8,610
AUM (000): $3,031.97
5. Pure Financial Advisors
Client accounts 2017: 7,312
Client accounts 2016: 6,031
AUM (000): $1,465.98
Client accounts 2016: 6,031
AUM (000): $1,465.98
4. Valeo Financial Advisors
Client accounts 2017: 7,839
Client accounts 2016: Not ranked
AUM (000): $2,005.47
Client accounts 2016: Not ranked
AUM (000): $2,005.47
3. Oxford Financial Group
Client accounts 2017: 8,468
Client accounts 2016: 7,069
AUM (000): $13,576.98
Client accounts 2016: 7,069
AUM (000): $13,576.98
2. Ronald Blue
Client accounts 2017: 16,436
Client accounts 2016: 17,675
AUM (000): $6,636.50
Client accounts 2016: 17,675
AUM (000): $6,636.50
1. Personal Capital
Client accounts 2017: 19,522
Client accounts 2016: Not ranked
AUM (000): $2,853.46
Client accounts 2016: Not ranked
AUM (000): $2,853.46
