Top_RIA_Slide_2017
A surprise awaited Financial Planning editors and reporters when we scrutinized data that guides our annual RIA Leaders list. More than a third of the nation’s largest RIAs lost assets under management over the previous year, including many of the largest firms. Is this the beginning of decumulation? Or merely a confluence of other factors, including market performance? Click through the images above to see how the RIA Leaders stack up, and read our feature story, “Top RIAs lose ground,” written by Senior Editor Ann Marsh, for more insight and answers.

As with previous years, our 6th 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 here.
20_Bartlett_2017

20. Bartlett

AUM (000): $3,358
Location: Cincinnati
19_EAM_2017

19. Evanson Asset Management

AUM (000): $3,408
Location: Carmel, Calif.
18_Iron_Capital_Advisors_2017

18. Iron Capital Advisors

AUM (000): $3,520
Location: Atlanta
17_Halbert_Hargrove_2017

17. Halbert Hargrove

AUM (000): $3,818
Location: Long Beach, Calif.
16_WAM_2017

16. Wetherby Asset Management

AUM (000): $3,840
Location: San Francisco
15_Homrich_Berg_2017

15. Homrich Berg

AUM (000): $4,082
Location: Atlanta
14_Seven_Post_Investment_Office_2017

14. Seven Post Investment Office

AUM (000): $4,179
Location: San Francisco
13_Savant_Capital_2017

13. Savant Capital Management

AUM (000): $4,224
Location: Rockford, Ill.
12_CV_Advsiors_2017

12. CV Advisors

AUM (000): $4,232
Location: Aventura, Fla.
11_Ferguson_Wellman_2017

11. Ferguson Wellman Capital Management

AUM (000): $4,312
Location: Portland, Ore.
10_RGT_2017

10. RGT Wealth Advisors

AUM (000): $4,362
Location: Dallas
9_Mill_Creek_2017

9. Mill Creek Capital Advisors

AUM (000): $4,706
Location: Conshohocken, Pa.
8_WE_2017

8. WE Family Offices

AUM (000): $5,015
Location: Miami
7_Ballentine_2017

7. Ballentine Partners

AUM (000): $5,990
Location: Waltham, Mass.
6_Athena_2017

6. Athena Capital Advisors

AUM (000): $5,999
Location: Lincoln, Mass.
5_Ronald_Blue_2017

5. Ronald Blue

AUM (000): $6,637
Location: Roswell, Ga.
4_Pathstone_Federal_Street_2017

4. Pathstone Federal Street

AUM (000): $8,276
Location: Fort Lee, N.J.
3_Shepherd_Kaplan_2017

3. Shepherd Kaplan

AUM (000): $8,351
Location: Boston
2_Brownson_Rehmus_2017

2. Brownson Rehmus & Foxworth

AUM (000): $10,128
Location: Chicago
1_Oxford_2017

1. Oxford Financial Group

AUM (000): $13,577
Location: Carmel, Ind.
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