DEFINITIONS & METHODOLOGY
Growth of discretionary assets under management was calculated from discretionary-assets-under-management data as defined by the Securities and Exchange Commission from Dec. 31, 2006, to Sept. 30.
Firms were included based on the following criteria:
1. Greater than 50% of their business must serve the retail marketplace.
2. They must provide financial planning services, portfolio management for individuals or conduct due diligence on third party advisers.
3. They must not be doing business as a broker-dealer, bank or insurance company.
4. They must not charge commissions or have registered-representative employees at the firm.
5. The dominant portion of their business must not be invested in proprietary products.
Source: RIA Database
Top 50
1). Geller Family Office Services
800 Third Ave.
New York, NY 10022
Phone: (212) 583-6000
Fax: (212) 583-6241
gellerco.com
Growth in discretionary assets: $4,382,151,936
2006:
Discretionary Assets: $888,276,224
Discretionary Accounts: 28
Total
Assets: $888,276,224
Accounts: 28
2008:
Discretionary Assets: $5,270,428,160
Discretionary Accounts: 109
Total
Assets: $6,610,939,392
Accounts: 357
Number of Employees: 11-50
Number of Investment advisers: 6-10
Number of Clients: 26-100
Number of Financial planning clients: 6-10
Contact: Martin Geller, CEO
2). Aspiriant LLC
101 Second Ave., Suite 1400
San Francisco, CA 94105
Phone: (415) 394-6670
Fax: (415) 394-6676
quintile.com
Growth in discretionary assets: $2,662,124,840
2006:
Discretionary Assets: $1,430,796,160
Discretionary Accounts: 367
Total Assets: $1,430,796,160
Total Accounts: 367
2008:
Discretionary Assets: $4,092,921,000
Discretionary Accounts: 2,134
Total Assets: $4,956,185,000
Total Accounts: 2,493
Number of Employees: 51-250
Number of Investment advisers: 11-50
Number of Clients: N/A
Number of Financial planning clients: 101-250
Contact: Robert Wagman, president
3). Veritable LP
6022 West Chester Pike
Newtown Square, PA 19073
Phone: (610) 640-9551
Fax: (610) 640-9554
veritablelp.com
Growth in discretionary assets: $2,126,295,040
2006:
Discretionary Assets: $7,284,102,144
Discretionary Accounts: 1,55700
Total
Assets: $7,284,102,144
Accounts: 1,557
Discretionary Assets: $9,410,397,184
Discretionary Accounts: 1,906
Total
Assets: $9,410,397,184
Accounts: 1,906
Number of Employees: 51-250
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: 0
Contact: David Belej, CIO
4). Symmetry Partners
628 Hebron Ave.
Building 2, Fifth Floor
Glastonbury CT 06033
Phone: (860) 734-2000
Fax: (860) 734-2030
symmetrypartners.com
Growth in discretionary assets: $1,774,196,224
2006:
Discretionary Assets: $1,531,627,520
Discretionary Accounts: 7,497
Total
Assets: $1,531,627,520
Accounts: 7,497
2008:
Discretionary Assets: $3,305,823,744
Discretionary Accounts: 17,676
Total Assets: $3,305,823,744
Total Accounts: 17,676
Number of Employees: 51-250
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: 51-250
Contact: Patrick Sweeny, principal
5). Choate Investment Advisors LLC
Two International Place
Boston, MA 02110
Phone: (617) 973-4900
Fax: (617) 248-4000
choate.com
Growth in discretionary assets: $1,640,831,584
2006:
Discretionary Assets: $44,013,728
Discretionary Accounts: 37
Total Assets: $2,368,746,752
Total Accounts:1289
2008:
Discretionary Assets: $1,684,845,312
Discretionary Accounts: 886
Total Assets: $2,914,901,248
Total Accounts: 1,745
Number of Employees: 6-10
Number of Investment advisers: 6-10
Number of Clients: 251-500
Number of Financial planning clients: N/A
Contact: ‑Todd Millay,
managing director
6). Ronald Blue & Co.
1100 Johnson Ferry Road, Suite 800
Atlanta, GA 30342
Phone: (404) 705-7000
Fax: (404) 705-7045
ronblue.com
Growth in discretionary assets: $1,453,556,480
2006:
Discretionary Assets: $3,908,773,120
Discretionary Accounts: 8,412
Total Assets: $3,913,364,992
Total Accounts: 8,471
2008:
Discretionary Assets: $5,362,329,600
Discretionary Accounts: 9,855
Total Assets: $5,420,143,616
Total Accounts: 10,017
Number of Employees: 251-500
Number of Investment advisers: 51-250
Number of Clients: more than 500
Number of Financial planning clients: more than 1,000
Contact: ‑Russell Crosson, CEO
7). Harris MyCFO
1080 Marsh Road, Suite 100
Menlo Park, CA 94025
Phone: (650) 210-5000
Fax: (650) 210-5099
harrismycfo.com
Growth in discretionary assets: $1,453,163,008
2006:
Discretionary Assets: $4,352,417,280
Discretionary Accounts: 705
Total Assets: $5,768,756,224
Total Accounts: 1,332
2008:
Discretionary Assets: $5,805,580,288
Discretionary Accounts: 1,169
Total Assets: $7,548,844,032
Total Accounts: 1,980
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 26-100
Number of Financial planning clients: 0
Contact: ‑Steve Braverman, president
8). Ballentine Finn & Co.
55 Mill St.
Wolfeboro, NH 03894
Phone: (603) 569-1717
Fax: (603) 569-5264
ballentine-finn.com
Growth in discretionary assets: $1,261,000,064
2006:
Discretionary Assets: $694,000,000
Discretionary Accounts: 61
Total Assets: $694,000,000
Total Accounts: 61
2008:
Discretionary Assets: $1,955,000,064
Discretionary Accounts: 1,220
Total Assets: $1,955,000,064
Total Accounts: 1,220
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 101-250
Number of Financial planning clients: 251-500
Contact: Roy Ballentine, president
9). Budros Ruhlin & Roe
1650 Lake Shore Drive, Suite 150
Columbus, OH 43204
Phone: (614) 481-6900
Fax: (614) 481-6919
b-r-r.com
Growth in discretionary assets: $1,174,419,264
2006:
Discretionary Assets: $139,447,872
Discretionary Accounts: 394
Total Assets: $870,379,904
Total Accounts: 3,070
2008:
Discretionary Assets: $1,313,867,136
Discretionary Accounts: 4,070
Total Assets: $1,369,948,288
Total Accounts: 4,209
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: 501-1,000
Contact: James Budros, principal
10). Clifford Swan Investment Counsel
200 S. Los Robles Ave., Suite 320
Pasadena CA 91101
Phone: (626) 792-2228
Fax: (626) 792-2670
cliffordswan.com
Growth in discretionary assets: $1,140,934,848
2006:
Discretionary Assets: $782,629,312
Discretionary Accounts: 1,113
Total Assets: $908,461,184
Total Accounts: 1,271
2008:
Discretionary Assets: $1,923,564,160
Discretionary Accounts: 2,156
Total Accounts: 1,093
Number of Employees: 51-250
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: 251-500
Contact: ‑Peter Boyle, CEO
11). KLS Professional Advisors Group
111 Fifth Avenue, Eighth Floor
New York, NY 10003
Phone: (212) 355-0346
Fax: (212) 355-0413
klsadvisors.com
Growth in discretionary assets: $903,395,200
2006:
Discretionary Assets: $2,145,870,784
Discretionary Accounts: 3,043
Total Assets: $2,917,209,856
Total Accounts: 4,542
2008:
Discretionary Assets: $3,049,065,984
Discretionary Accounts: 3,730
Total Assets: $3,862,232,064
Total Accounts: 5,589
Number of Employees: 11-50
Number of Investment advisers: 6-50
Number of Clients: more than 500
Number of Financial planning clients: 1,000+
Contact: Robert Schorr, CEO
12). Birch Hill Investment Advisors LLC
24 Federal St., 10th Floor
Boston, MA 02110
Phone: (617) 502-8300
Fax: (617) 502-8310
birchhilladvisors.com
Growth in discretionary assets: $894,530,496
2006:
Discretionary Assets: $0
Discretionary Accounts: 0
Total Assets: $0
Total Accounts: 0
2008:
Discretionary Assets: $894,530,496
Discretionary Accounts: 577
Total Assets: $915,896,128
Total Accounts: 589
Number of Employees: 11-50
Number of Investment advisers: 1-5
Number of Clients: 101-250
Number of Financial planning clients: 101-250
Contact: Miner Cray, founder
13). Fiduciary Counselling
2000 Wells Fargo Place
St. Paul, MN 55101
Phone: (651) 228-0935
Fax: (651) 215-4493
fidcouns.net
Growth in discretionary assets: $890,971,712
2006:
Discretionary Assets: $901,449,864
Discretionary Accounts: 660
Total Assets: $3,451,205,120
Total Accounts: 1095
2008:
Discretionary Assets: $1,792,421,376
Discretionary Accounts: 892
Total Assets: $4,173,587,456
Total Accounts: 1,093
Number of Employees: 51-250
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: more than 500
Contact: Carol Caruthers, CEO
14). Tolleson Private Wealth
5500 Preston Road, Suite 250
Dallas, TX 75205
Phone: (214) 252-3263
Fax: (214) 252-3261
tollesonwealth.com
Growth in discretionary assets: $804,666,368
2006:
Discretionary Assets: $874,946,944
Discretionary Accounts: 411
Total Assets: $1,590,867,200
Total Accounts: 968
2008:
Discretionary Assets: $1,679,613,312
Discretionary Accounts: 928
Total Assets: $2,221,359,872
Total Accounts: 1,577
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 26-100
Number of Financial planning clients: 51-250
Contact: Eric Bennett, CEO
15). Mercer Global Advisors LLC
7201 E. Princess Blvd.
Scottsdale, AZ 85255
Phone: (800) 394-3894
Fax: (480) 471-5538
merceradvisors.com
Growth in discretionary assets: $749,189,888
2006:
Discretionary Assets: $2,775,118,848
Discretionary Accounts: 14,191
Total Assets: $2,775,118,848
Total Accounts: 14,191
2008:
Discretionary Assets: $3,524,308,736
Discretionary Accounts: 15,858
Total Assets: $3,524,308,736
Total Accounts: 15,858
Number of Employees: 51-250
Number of Investment advisers: 51-250
Number of Clients: more than 500
Number of Financial planning clients: 1,000+
Contact: David Barton, president
16). Gresham Partners
333 W. Wacker Drive, Suite 700
Chicago, IL 60606
Phone: (312) 960-0200
Fax: (312) 960-0204
greshampartners.com
Growth in discretionary assets: $723,553,920
2006:
Discretionary Assets: $1,210,141,056
Discretionary Accounts: 72
Total Assets: $1,979,975,680
Total Accounts: 76
2008:
Discretionary Assets: $1,933,694,976
Discretionary Accounts: 1,001
Total Assets: $2,780,151,552
Total Accounts: 3,549
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 26-100
Number of Financial planning clients: 51-250
Contact: Edward Neild, president
17). SJS Investment Consulting
6711 Monroe St., Building 4, Suite A
Sylvania, OH 43560
Phone: (419) 885-2626
Fax: (419) 885-2236
sjsinvest.com
Growth in discretionary assets: $688,000,000
2006:
Discretionary Assets: $219,000,000
Discretionary Accounts: 547
Total Assets: $519,000,000
Total Accounts: 1,362
2008:
Discretionary Assets: $907,000,000
Discretionary Accounts: 1,603
Number of Employees: 6-10
Number of Investment advisers: 6-10
Number of Clients: 251-500
Number of Financial planning clients: 251-500
Contact: Scott Savage, president
18). RegentAtlantic Capital
1 Main St.
Chatham, NJ 07928
Phone: (973) 635-7070
Fax: (973) 635-0079
regentatlantic.com
Growth in discretionary assets: $673,268,040
2006:
Discretionary Assets: $1,118,911,360
Discretionary Accounts: 755
Total Assets: $1,169,169,280
Total Accounts: 788
2008:
Discretionary Assets: $1,792,179,400
Discretionary Accounts: 1,018
Total Assets: $1,838,881,000
Total Accounts: 1,042
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: 251-500
Contact: Jennifer Papadopolo, COO
19). Clanco Management Corp.
30195 Chagrin Blvd., Suite 250
Cleveland, OH 44124
Phone: (216) 831-9667
Fax: (216) 831-3779
Growth in discretionary assets: $667,078,348
2006:
Discretionary Assets: $17,944,692
Discretionary Accounts: 5
Total Assets: $645,994,240
Total Accounts: 117
2008:
Discretionary Assets: $685,023,040
Discretionary Accounts: 156
Total Assets: $952,682,752
Total Accounts: 158
Number of Employees: 11-50
Number of Investment advisers: 6-10
Number of Clients: 26-100
Number of Financial planning clients: 11-50
Contact: James Wert, president
20). Brighton Jones
506 Second Ave., 27th Floor
Seattle, WA 98104
Phone: (206) 329-5546
Fax: (206) 329-8843
brightonjones.com
Growth in discretionary assets: $597,086,016
2006:
Discretionary Assets: $907,000,000
Discretionary Accounts: 275
Total Assets: $907,000,000
Total Accounts: 275
2008:
Discretionary Assets: $1,504,086,016
Discretionary Accounts: 366
Total Assets: $1,504,086,016
Total Accounts: 366
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 251-500
Number of Financial planning clients: 501-1,000
Contact: Alan Spragins, CFO
21). Bingham Osborn & Scarborough
345 California St., Suite 1100
San Francisco, CA 94104
Phone: (415) 781-8535
Fax: (415) 291-9575
bosinvest.com
Growth in discretionary assets: $583,996,032
2006:
Discretionary Assets: $886,403,968
Discretionary Accounts: 1,393
Total Assets: $1,450,342,016
Total Accounts: 2,487
2008:
Discretionary Assets: $1,470,400,000
Discretionary Accounts: 1,881
Total Assets: $2,100,000,000
Total Accounts: 2,921
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: 1000+
Contact: Earl Osborn, founder
22). Willis Investment Counsel
710 Green St.
Gainesville, GA 30501
Phone: (770) 718-0706
Fax: (770) 718-0805
wicinvest.com
Growth in discretionary assets: $559,059,136
2006:
Discretionary Assets: $158,963,008
Discretionary Accounts: 105
Total Assets: $485,641,984
Total Accounts: 109
2008:
Discretionary Assets: $718,022,144
Discretionary Accounts: 195
Total Assets: $722,005,184
Total Accounts: 202
Number of Employees: 6-10
Number of Investment advisers: 1-5
Number of Clients: 101-250
Number of Financial planning clients: 1-5
Contact: ‑Robert Pennington, CEO
23). Northwest Capital Management
12511 S.W. 68th Ave.
Portland OR 97223
Phone: (503) 597-1616
Fax: (503) 597-1649
nwcapital.com
Growth in discretionary assets: $558,988,256
2006:
Discretionary Assets: $236,678,624
Discretionary Accounts: 0
Total
Assets: $259,796,000
Accounts: 617
2008:
Discretionary Assets: $795,666,880
Discretionary Accounts: 744
Total Assets: $872,352,704
Total Accounts: 845
Number of Employees: 6-10
Number of Investment advisers: 1-5
Number of Clients: 251-500
Number of Financial planning clients: 51-250
Contact: ‑Frederick S. Payne, president
24). Robertson Griege & Thoele
5950 Sherry Lane, Suite 700
Dallas, TX 75225
Phone: (214) 360-7000
Fax: (214) 360-7010
rgtnet.com
Growth in discretionary assets: $556,605,472
2006:
Discretionary Assets: $785,094,528
Discretionary Accounts: 252
Total Assets: $785,094,528
Total Accounts: 252
2008:
Discretionary Assets: $1,341,700,000
Discretionary Accounts: 260
Total Assets: $1,335,000,000
Total Accounts: 308
Number of
Employees: 11-50
Investment advisers: 6-10
Clients: 101-250
Financial planning clients: 251-500
Contact: Charles Thoele, partner
25). Homrich & Berg
One Buckhead Plaza, Suite 830
3060 Peachtree Road N.W.
Atlanta, GA 30305
Phone: (404) 264-1400
Fax: (404) 237-5114
homrich-berg.com
Growth in discretionary assets: $554,597,440
2006:
Discretionary Assets: $1,033,633,984
Discretionary Accounts: 2,373
Total Assets: $1,307,469,952
Total Accounts: 2,451
2008:
Discretionary Assets: $1,588,231,424
Discretionary Accounts: 2,244
Total Assets: $1,675,761,280
Total Accounts: 2,335
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 251-500
Number of Financial planning clients: 501-1,000
Contact: Andrew Berg, CEO
26). Ballamor Capital Management
555 E. Lancaster Ave., Suite 500
Radnor, PA 19087
Phone: (484) 598-2500
Fax: (484) 598-2510
ballamorcapital.com
Growth in discretionary assets: $546,928,640
2006:
Discretionary Assets: $1,707,000,064
Discretionary Accounts: 75
Total Assets: $1,843,399,936
Total Accounts: 85
2008:
Discretionary Assets: $2,253,928,704
Discretionary Accounts: 98
Total Assets: $2,543,994,880
Total Accounts:105
Number of Employees: 11-50
Number of Investment advisers: 6-10
Number of Clients: 101-250
Number of Financial planning clients: 0
Contact: Douglas Kloppenburg, president
27). Capital Investment Counsel
210 University Blvd., Suite 550
Denver, CO 80206
Phone: (303) 329-9000
Fax: (303) 329-9666
cicinvestments.com
Growth in discretionary assets: $540,040,320
2006:
Discretionary Assets: $816,240,768
Discretionary Accounts: 1,687
Total Assets: $816,240,768
Total Accounts: 1,687
2008:
Discretionary Assets: $1,356,281,088
Discretionary Accounts: 2,827
Total Assets: $1,356,281,088
Total Accounts: 2,827
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: 1-5
Contact: Clark Johnson, president
28). Plancorp Inc.
540 Maryville Centre, Suite 105
St. Louis, MO 63141
Phone: (636) 532-7824
Fax: (636) 532-0274
plancorp.com, zeroalphagroup.com
Growth in discretionary assets: $515,485,056
2006:
Discretionary Assets: $841,711,872
Discretionary Accounts: 1,870
Total Assets: $905,312,000
Total Accounts: 2,012
2008:
Discretionary Assets: $1,357,196,928
Discretionary Accounts: 2,430
Total Assets: $1,470,439,936
Total Accounts: 2,553
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 251-500
Number of Financial planning clients: 251-500
Contact: Jeffrey Buckner, president
29). Pettinga Financial Advisors
501 Main St., Suite 100
Evansville, IN 47708
Phone: (812) 436-4000
Fax: (812) 436-4004
pettinga.com
Growth in discretionary assets: $507,039,616
2006:
Discretionary Assets: $0
Discretionary Accounts: 0
Total Assets: $464,651,040
Total Accounts: 374
2008:
Discretionary Assets: $507,039,616
Discretionary Accounts: 422
Total Assets: $507,039,616
Total Accounts: 422
Number of Employees: 6-10
Number of Investment advisers: 1-5
Number of Clients: 251-500
Number of Financial planning clients: 6-10
Contact: Mark Pettinga, president
30). Adviser Investments
85 Wells Ave., Suite 109
Newton, MA 02459
Phone: (617) 321-2200
Fax: (617) 321-2210
adviserinvestments.com
Growth in discretionary assets: $494,219,904
2006:
Discretionary Assets: $806,780,032
Discretionary Accounts: 3,041
Total Assets: N/A
Total Accounts: N/A
2008:
Discretionary Assets: $1,300,999,936
Discretionary Accounts: 4,195
Total Assets: $1,300,999,936
Total Accounts: 4,195
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: 0
Contact: Daniel Silver, president
31). Mill Creek Capital
300 Conshohocken State Road, Suite 665
Conshohocken, PA 19428
Phone: (610) 941-7700
Fax: (610) 941-9792
millcreekcap.com
Growth in discretionary assets: $480,445,248
2006:
Discretionary Assets: $405,000,000
Discretionary Accounts: 50
Total Assets: $905,312,000
Total Accounts: 2,012
2008:
Discretionary Assets: $885,445,248
Discretionary Accounts: 11,012
Total Assets: $885,445,248
Total Accounts: 11,012
Number of Employees: 6-10
Number of Investment advisers: 1-5
Number of Clients: 26-100
Number of Financial planning clients: 0
Contact: Richard Stevens, CEO
32). TCI Wealth Management
1853 N. Kolb
Tucson, AZ 85715
Phone: (520) 733-1477
Fax: (520) 733-1488
tciwealth.com
Growth in discretionary assets: $462,841,152
2006:
Discretionary Assets: $464,477,568
Discretionary Accounts: 2,173
Total
Assets: $469,014,464
Accounts: 2,201
2008:
Discretionary Assets: $927,318,720
Discretionary Accounts: 2,736
Total Assets: $931,733,184
Total Accounts: 2,769
Number of Employees: 11-50
Number of Investment advisers: 6-10
Number of Clients: more than 500
Number of Financial planning clients: 11-50
Contact: Robert Swift, president
33). Cornerstone Advisors
10885 N.E. Fourth St., Suite 1400
Bellevue, WA 98004
Phone: (425) 646-7600
Fax: (425) 646-7601
buildbeyond.com
Growth in discretionary assets: $460,743,040
2006:
Discretionary Assets: $1,545,299,968
Discretionary Accounts: 1,082
Total Assets: $1,650,700,032
Total Accounts: 1,699
2008:
Discretionary Assets: $2,006,043,008
Discretionary Accounts: 1,670
Total Assets: $2,006,043,008
Total Accounts: 1,670
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 251-500
Number of Financial planning clients: 501-1,000
Contact: Robert Trenner, CCO
34). Foundation Resource Management
401 W. Capitol, Suite 503
Little Rock, AR 72201
Phone: (501) 604-3190
Fax: (501) 604-3195
foundationresourcemanagement.com
Growth in discretionary assets: $456,367,104
2006:
Discretionary Assets: $1,050,985,856
Discretionary Accounts: 92
Total Assets: $1,050,985,856
Total Accounts: 92
2008:
Discretionary Assets: $1,507,352,960
Discretionary Accounts: 112
Total Assets: $1,507,352,960
Total Accounts: 112
Number of Employees: 6-10
Number of Investment advisers: 1-5
Number of Clients: 101-250
Number of Financial planning clients: 0
Contact: Mark Millsap, president
35). Balasa Dinverno & Foltz
500 Park Blvd., Suite 1400
Itasca, IL 60143
Phone: (630) 875-4900
Fax: (630) 875-1150
bdfllc.com
Growth in discretionary assets: $455,387,840
2006:
Discretionary Assets: $860,007,232
Discretionary Accounts: 2,103
Total Assets: $1,008,011,968
Total Accounts: 2,150
2008:
Discretionary Assets: $1,315,395,072
Discretionary Accounts: 2,728
Total Assets: $1,488,205,184
Total Accounts: 2,777
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: 1-5
Contact: Armond Dinverno,co-president
36). Mintz Levin Financial Advisors
One Financial Center
Boston, MA 02111
Phone: (617) 542-6000, (617) 348-1737
Fax: (617) 542-2241
mintzlevinfinancial.com
Growth in discretionary assets: $451,177,760
2006:
Discretionary Assets: $369,716,128
Discretionary Accounts: 266
Total Assets: $955,979,264
Total Accounts: 348
2008:
Discretionary Assets: $820,893,888
Discretionary Accounts: 230
Total Assets: $1,136,964,224
Total Accounts: 381
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 251-500
Number of Financial planning clients: 501-1000
Contact: Robert Glovsky, president
37). True North Advisors
8350 N. Central Expressway, Suite 725
Dallas, TX 75206
Phone: (214) 360-7300
Fax: (214) 360-7301
truenorthadvisors.com
Growth in discretionary assets: $450,131,456
2006:
Discretionary Assets: $624,868,544
Discretionary Accounts: 439
Total Assets: $797,000,000
Total Accounts: 448
2008:
Discretionary Assets: $1,075,000,000
Discretionary Accounts: 3,254
Total Assets: $1,075,000,000
Total Accounts: 3,254
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 251-500
Number of Financial planning clients: N/A
Contact: Scott Wood, principal
38). Hufford Financial Advisors
8888 Keystone Crossing, Suite 1111
Indianapolis, IN 46240
Phone: (317) 848-4987
Fax: (317) 573-4984
huffordfinancial.com
Growth in discretionary assets: $425,326,176
2006:
Discretionary Assets: $0
Discretionary Accounts: 0
Total Assets: $0
Total Accounts: 0
2008:
Discretionary Assets: $425,326,176
Discretionary Accounts: 1,757
Total Assets: $425,326,176
Total Accounts: 1,757
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: 501-1,000
Contact: Brian Hufford, CEO
39). The Milestone Group
370 17th St., Suite 3100
Denver, CO 80202
Phone: (303) 539-0100
Fax: (303) 539-0101
themilestonegroup.com
Growth in discretionary assets: $415,290,112
2006:
Discretionary Assets: $730,124,544
Discretionary Accounts: 633
Total Assets: $730,124,544
Total Accounts: 633
2008:
Discretionary Assets: $1,145,414,656
Discretionary Accounts: 911
Total Assets: $1,188,020,864
Total Accounts: 929
Number of
Employees: 11-50
Investment advisers: 6-10
Clients: 101-250
Financial planning clients: 251-500
Contact:Eric Koeplin, managing director
40). Founders Financial Network
10050 N. Wolfe Rd., SW1-281
Cupertino, CA 95014
Phone: (408) 366-8920
Fax: (408) 366-8925
foundersfinancial.net
Growth in discretionary assets: $414,507,544
2006:
Discretionary Assets: $68,037,576
Discretionary Accounts: 8
Total Assets: $68,037,576
Total Accounts: 8
2008:
Discretionary Assets: $482,545,120
Discretionary Accounts: 244
Total Assets: $482,545,120
Total Accounts: 244
Number of Employees: 6-10
Number of Investment advisers: 6-10
Number of Clients: 26-100
Number of Financial planning clients: 51-250
Contact: Bob Kresek, president
41). MyCIO Wealth Partners
Cira Centre
2929 Arch St., Suite 650
Philadelphia, PA 19104
Phone: (267) 295-2280
Fax: (267) 295-2279
myciowp.com
Growth in discretionary assets: $409,105,024
2006:
Discretionary Assets: $848,000,000
Discretionary Accounts: 734
Total Assets: $2,045,822,720
Total Accounts: 1,056
2008:
Discretionary Assets: $1,257,105,024
Discretionary Accounts: 1,211
Total Assets: $4,510,602,752
Total Accounts: 2,367
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 251-500
Number of Financial planning clients: 51-250
Contact: David Lees,managing member
42). Manchester Capital
3657 Main St.
Manchester, VT 05254
Phone: (802) 362-4410
Fax: (802) 362-1377
mcmllc.com
Growth in discretionary assets: $394,716,928
2006:
Discretionary Assets: $737,100,032
Discretionary Accounts: 438
Total Assets: $968,400,000
Total Accounts: 445
2008:
Discretionary Assets: $1,131,816,960
Discretionary Accounts: 472
Total Assets: $1,550,231,040
Total Accounts: 647
Number of Employees: 11-50
Number of Investment advisers: 6-10
Number of Clients: 101-250
Number of Financial planning clients: 11-50
Contact: Edward Cronin, president, CIO
43). Charles D. Haines
600 University Park Place, Suite 501
Birmingham, AL 35209
Phone: (205) 871-3334
Fax: (205) 879-1114
charlesdhaines.com
Growth in discretionary assets: $391,493,088
2006:
Discretionary Assets: $74,035,552
Discretionary Accounts: 215
Total Assets: $440,017,152
Total Accounts: 483
2008:
Discretionary Assets: $465,528,640
Discretionary Accounts: 491
Total Assets: $525,626,816
Total Accounts: 534
Number of Employees: 11-50
Number of Investment advisers: 6-10
Number of Clients: 251-500
Number of Financial planning clients: 501-1,000
Contact: Charlie Haines, founder
44). Laird Norton Tyee Asset Strategies
801 Second Ave., Suite 1600
Seattle, WA 98104
Phone: (206) 464-5100
Fax: (206) 464-5267
lntyee.com
Growth in discretionary assets: $384,683,008
2006:
Discretionary Assets: $1,124,219,776
Discretionary Accounts: 864
Total Assets: $1,293,885,952
Total Accounts: 1,186
2008:
Discretionary Assets: $1,508,902,784
Discretionary Accounts: 944
Total Assets: $1,831,990,016
Total Accounts: 1,295
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 251-500
Number of Financial planning clients: 501-1,000
Contact: Lynne Langseth, president
45). KSM Capital Advisors
800 E. 96th St., Suite 500
Indianapolis, IN 46240
Phone: (317) 571-3400
Fax: (317) 580-2117
ksmca.com
Growth in discretionary assets: $354,577,105
2006:
Discretionary Assets: $15,614,095
Discretionary Accounts: 63
Total Assets: $172,231,296
Total Accounts: 292
2008:
Discretionary Assets: $370,191,200
Discretionary Accounts: 792
Total Assets: $513,454,816
Total Accounts: 867
Number of Employees: 6-10
Number of Investment advisers: 1-5
Number of Clients: 101-250
Number of Financial planning clients: 11-50
Contact: Karen Mersereau, managing director
46). Dowling & Yahnke
12340 El Camino Real, Suite 300
San Diego, CA 92130
Phone: (858) 509-9500
Fax: (858) 509-9520
dyinc.com
Growth in discretionary assets: $348,962,432
2006:
Discretionary Assets: $982,648,704
Discretionary Accounts: 1,912
Total Assets: $982,648,704
Total Accounts: 1,912
2008:
Discretionary Assets: $1,331,611,136
Discretionary Accounts: 2,150
Total Assets: $1,331,611,136
Total Accounts: 2,150
Number of Employees: 11-50
Number of Investment advisers: 6-10
Number of Clients: more than 500
Number of Financial planning clients: 1-5
Contact: John Day, president
47). Wescott Financial
30 S. 17th St.
Philadelphia, PA 19103
Phone: (215) 979-1600
Fax: (215) 979-1617
wescott.com
Growth in discretionary assets: $348,490,816
2006:
Discretionary Assets: $629,923,968
Discretionary Accounts: 225
Total Assets: $949,348,992
Total Accounts: 235
2008:
Discretionary Assets: $978,414,784
Discretionary Accounts: 283
Total Assets: $1,488,213,760
Total Accounts: 293
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: 251-500
Number of Financial planning clients: 251-500
Contact: Grant Rawdin, CEO
48). Bradley Foster & Sargent
185 Asylum St., City Place II
Hartford, CT 06103
Phone: (860) 527-8050
Fax: (860) 527-0775
bfsinvest.com
Growth in discretionary assets: $339,950,528
2006:
Discretionary Assets: $802,075,200
Discretionary Accounts: 1,154
Total Assets: $807,283,456
Total Accounts: 1,156
2008:
Discretionary Assets: $1,142,025,728
Discretionary Accounts: 1,445
Total Asset: $1,148,073,344
Total Accounts: 1,447
Number of Employees: 11-50
Number of Investment advisers: 11-50
Number of Clients: more than 500
Number of Financial planning clients: N/A
Contact: Robert Bradley, president
49). Longvue Advisors
535 Boylston St.
Boston, MA 02116
Phone: (617) 424-5810
Fax: (617) 424-5815
longv.com
Growth in discretionary assets: $334,698,000
2006:
Discretionary Assets: $750,000,000
Discretionary Accounts: 44
Total Assets: $750,000,000
Total Accounts: 44
2008:
Discretionary Assets: $1,084,698,000
Discretionary Accounts: 101
Total Assets: $1,084,698,000
Total Accounts: 101
Number of Employees: 11-50
Number of Investment advisers: 1-5
Number of Clients: 101-250
Number of Financial planning clients: 51-100
Contact: Randy Hustvedt,managing partner
50). Hewins Financial Advisors
950 Tower Lane, Suite 1100
Foster City, CA 94404
Phone: (650) 620-3040
Fax: (650) 372-0813
hewinsfinancial.com
Growth in discretionary assets: $334,000,000
2006:
Discretionary Assets: $0
Discretionary Accounts: 0
Total Assets: $1,308,091,392
Total Accounts: 392
2008:
Discretionary Assets: $334,000,000
Discretionary Accounts: 2,441
Total Asset: $2,224,000,000
Total Accounts: 2,999
Number of Employees: 11-50
Number of Investment advisers: 6-10
Number of Clients: 101-250
Number of Financial planning clients: 51-250
Contact: Roger Hewins, president
