| Rank 2019 | 2019 Total | Discretionary | Nondiscretionary | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Firm | Phone/website | assets ($M) | accounts | assets ($M) | accounts | assets ($M) | accounts | Employees | |
| 1 | Hall Capital Partners 1 Maritime Plaza, Sixth Floor San Francisco, CA 94111 | (415) 288-0544 hallcapital.com | $36,253.90 | 174 | $12,011.60 | 62 | $24,242.30 | 112 | 157 |
| 2 | Moneta Group Investment Advisors 100 South Brentwood, Suite 500 Clayton, MO 63105 | (314) 726-2300 monetagroup.com | $20,257.50 | 25,379 | $9,217.10 | 3,992 | $11,040.30 | 21,387 | 300 |
| 3 | Jasper Ridge Partners 201 Main St., Suite 1000 Fort Worth, TX 76102 | (817) 333-0027 jasperridge.com | $20,001.70 | 40 | $19,288.10 | 35 | $713.60 | 5 | 82 |
| 4 | Silvercrest Asset Management Group 1330 Avenue of the Americas, 38th Floor New York, NY 10019 | (212) 649-0600 silvercrestgroup.com | $19,032.20 | 1,218 | $14,244.60 | 1,192 | $4,787.60 | 26 | 129 |
| 5 | BBR Partners 2 Grand Central Tower, 140 E. 45th St., 26th Fl. New York, NY 10017 | (212) 313-9870 bbrpartners.com | $15,886.20 | 3,670 | $13,748.60 | 3,460 | $2,137.60 | 210 | 115 |
| 6 | Comprehensive Financial Management 720 University Ave., Suite 200 Los Gatos, CA 95032 | (408) 358-3316 cfmoffice.com | $14,175.00 | 45 | $14,175.00 | 45 | $0.00 | 0 | 29 |
| 7 | Tiedemann Advisors 520 Madison Ave., 26th Floor New York, NY 10022 | (212) 396-5900 linkedin.com/company/tiedemann-advisors | $13,920.60 | 407 | $11,574.30 | 326 | $2,346.40 | 81 | 115 |
| 8 | Summit Rock Advisors 9 W. 57th St., 12th Floor New York, NY 10019 | (212) 993-7150 summit-rock.com | $13,720.90 | 139 | $6,450.30 | 97 | $7,270.60 | 42 | 63 |
| 9 | Aspiriant 11100 Santa Monica Blvd., Suite 600 Los Angeles, CA 90025 | (310) 806-4000 aspiriant.com | $11,670.00 | 8,669 | $9,903.60 | 7,303 | $1,766.40 | 1,366 | 155 |
| 10 | Bahl & Gaynor 255 E. Fifth St., Suite 2700 Cincinnati, OH 45202 | (513) 287-6100 twitter.com/bahlgaynor | $11,524.50 | 2,211 | $10,744.30 | 2,130 | $780.30 | 81 | 23 |
| 11 | Brownson, Rehmus & Foxworth 200 S. Wacker Dr., Suite 2300 Chicago, IL 60606 | (312) 346-5850 brfadvisors.com | $10,892.90 | 7,451 | $0.00 | 0 | $10,892.90 | 7,451 | 52 |
| 12 | Mercer Global Advisors 1200 17th St., 25th Floor Denver, CO 80202 | (800) 258-1559 merceradvisors.com | $10,687.20 | 28,708 | $10,323.50 | 26,961 | $363.70 | 1,747 | 342 |
| 13 | Johnson Investment Counsel 3777 West Fork Rd. Cincinnati, OH 45247 | (513) 661-3100 johnsoninv.com | $10,661.20 | 11,001 | $10,661.20 | 11,001 | $0.00 | 0 | 116 |
| 14 | Appleton Partners 1 Post Office Square, Sixth Floor Boston, MA 2109 | (617) 338-0700 appletonpartners.com | $9,650.80 | 5,931 | $9,650.80 | 5,931 | $0.00 | 0 | 49 |
| 15 | Jordan Park Group 100 Pine St., Suite 2600 San Francisco, CA 94111 | (415) 417-3000 linkedin.com/company/jordanpark | $9,237.70 | 1,167 | $9,237.70 | 1,167 | $0.00 | 0 | 53 |
| 16 | FCI Advisors 5901 College Blvd., Suite 110 Overland Park, KS 66211 | (800) 615-2536 fciadvisors.com | $8,613.10 | 12,406 | $7,490.40 | 11,113 | $1,122.60 | 1,293 | 63 |
| 17 | Personal Capital Advisors Corporation 250 Montgomery St., Suite 700 San Francisco, CA 94104 | (415) 800-5922 personalcapital.com | $8,558.60 | 52,331 | $8,558.60 | 52,331 | $0.00 | 0 | 236 |
| 18 | Pathstone 10 Sterling Blvd., Suite 402 Englewood, NJ 7631 | (201) 944-7284 pathstone.com | $8,534.40 | 8,334 | $3,734.90 | 6,010 | $4,799.50 | 2,324 | 112 |
| 19 | Tag Associates 810 Seventh Ave., Seventh Floor New York, NY 10019 | (212) 275-1500 tagassoc.com | $8,054.50 | 1,101 | $290.90 | 92 | $7,763.50 | 1,009 | 68 |
| 20 | WE Family Offices 701 Brickell Ave., Suite 2100 Miami, FL 33131 | (305) 825-2225 wefamilyoffices.com | $7,402.70 | 73 | $0.00 | 0 | $7,402.70 | 73 | 47 |
| 21 | Loring, Wolcott & Coolidge Fiduciary Advisors 230 Congress St. Boston, MA 02110 | (617) 523-6531 sustainabilitygroup.com | $7,242.40 | 2,850 | $7,053.60 | 2,831 | $188.80 | 19 | 90 |
| 22 | Williams, Jones & Associates 717 Fifth Ave., 11th Floor New York, NY 10022 | (212) 935-8750 williamsjones.com | $6,989.80 | 3,974 | $6,829.00 | 3,722 | $160.80 | 252 | 38 |
| 23 | Boston Private Wealth 1 Federal St., 30th Floor Boston, MA 2110 | (617) 223-0200 bostonprivate.com/personal/wealth-management | $6,789.20 | 5,274 | $6,405.80 | 5,158 | $383.40 | 116 | 96 |
| 24 | Ballentine Partners 230 Third Ave., Suite 6 Waltham, MA 2451 | (781) 341-1300 ballentinepartners.com | $6,424.60 | 4,019 | $4,231.60 | 2,398 | $2,193.00 | 1,621 | 73 |
| 25 | East End Advisors 610 Fifth Ave., Fifth Floor New York, NY 10020 | (212) 218-8137 | $6,358.80 | 33 | $1,487.30 | 16 | $4,871.50 | 17 | 16 |
| 26 | KLS Professional Advisors Group 1325 Avenue of the Americas, 14th Floor New York, NY 10019 | (212) 355-0346 klsadvisors.com | $5,848.70 | 8,729 | $5,336.30 | 5,808 | $512.50 | 2,921 | 55 |
| 27 | Athena Capital Advisors 55 Old Bedford Rd., Suite 302 Lincoln, MA 1773 | (781) 274-9300 linkedin.com/company/athena-capital-advisors/ | $5,822.90 | 429 | $5,212.10 | 361 | $610.90 | 68 | 44 |
| 28 | Fiduciary Counselling 2000 Wells Fargo Place St Paul, MN 55101 | (651) 228-0935 | $5,751.10 | 1,487 | $2,473.70 | 1,266 | $3,277.40 | 221 | 74 |
| 29 | Mill Creek Capital Advisors 161 Washington Street, Suite 1500 Conshohocken, PA 19428 | (610-941-7700 http://www.mireekcap.com | $5,623.05 | 337 | $5,083.32 | 327 | $539.72 | 10 | 29 |
| 30 | Churchill Management Group 5900 Wilshire Blvd., Suite 400 Los Angeles, CA 90036 | (323) 937-7110 churchillmanagement.com | $5,500.30 | 17,055 | $5,360.60 | 16,444 | $139.70 | 611 | 56 |
| 31 | Homrich Berg 3550 Lenox Road, Ne, Suite 2700 Atlanta, GA 30326 | 404-264-1400 | $5,457.26 | 8,190 | $4,921.20 | 8,010 | $536.06 | 180 | 98 |
| 32 | Savant Capital Management 190 Buckley Dr. Rockford, IL 61107 | (815) 227-0300 savantcapital.com | $5,383.00 | 4,831 | $5,383.00 | 4,831 | $0.00 | 0 | 163 |
| 33 | Pinnacle Associates 335 Madison Ave., Suite 1100 New York, NY 10017 | (212) 652-3200 pinnacleinsights.org | $5,323.80 | 4,334 | $5,323.80 | 4,334 | $0.00 | 0 | 55 |
| 34 | Brighton Jones 2030 1st Ave., Third Floor Seattle, WA 98121 | (206) 258-5000 brightonjones.com | $5,299.30 | 1,718 | $5,163.90 | 1,714 | $135.40 | 4 | 170 |
| 35 | Seven Bridges Advisors 9 W. 57th St., 29th Floor New York, NY 10019 | (212) 490-6320 sevenbridgesadvisors.com | $5,068.40 | 125 | $2,223.30 | 20 | $2,845.10 | 105 | 23 |
| 36 | CV Advisors 19495 Biscayne Blvd., Suite 808 Aventura, FL 33180 | (305) 358-5990 cv-advisors.com | $5,064.50 | 576 | $510.40 | 101 | $4,554.10 | 475 | 40 |
| 37 | Adviser Investments 85 Wells Ave., Suite 109 Newton, MA 2459 | (617) 321-2200 adviserinvestments.com | $5,014.00 | 10,533 | $5,014.00 | 10,533 | $0.00 | 0 | 83 |
| 38 | Ferguson Wellman Capital Management 888 SW Fifth Ave., Suite 1200 Portland, OR 97204 | (503) 226-1444 facebook.com/fergusonwellman | $4,965.80 | 3,011 | $4,965.80 | 3,011 | $0.00 | 0 | 48 |
| 39 | The Bollard Group 1 Joy St. Boston, MA 2108 | (617) 720-5800 bollard.com | $4,940.60 | 543 | $4,876.30 | 514 | $64.30 | 29 | 30 |
| 40 | Wetherby Asset Management 580 California St., Eighth Floor San Francisco, CA 94104 | (415) 399-9159 wetherby.com | $4,851.90 | 3,568 | $4,616.70 | 3,483 | $235.30 | 85 | 69 |
| 41 | Seven Post Investment Office 1 Montgomery St., Suite 3150 San Francisco, CA 94104 | 415) 341-9300 sevenpost.com | $4,515.80 | 151 | $4,283.00 | 143 | $232.80 | 8 | 16 |
| 42 | Choate Investment Advisors 2 International Place, Suite 3000 Boston, MA 02110 | (617) 973-4900 twitter.com/choateia | $4,495.30 | 2,387 | $3,863.20 | 2,211 | $632.10 | 176 | 14 |
| 43 | Altair Advisers 303 W. Madison St., Suite 600 Chicago, IL 60606 | (312) 429-3000 altairadvisers.com | $4,404.40 | 701 | $1,220.30 | 365 | $3,184.10 | 336 | 49 |
| 44 | EP Wealth Advisors 21515 Hawthorne Blvd., Suite1200 Torrance, CA 90503 | (310) 543-4559 epwealth.com | $4,390.00 | 9,111 | $4,290.00 | 8,959 | $100.00 | 152 | 99 |
| 45 | Ropes Wealth Advisors Prudential Tower Boston, MA 02199 | (617) 235-4260 ropeswealthadvisors.com | $4,260.40 | 2,760 | $4,121.50 | 2,705 | $138.80 | 55 | 34 |
| 46 | Bridges Investment Management 1125 S. 103 St., Suite 580 Omaha, NE 68124 | (402) 397-4700 bridgesinv.com | $4,235.30 | 1,652 | $4,124.60 | 1,562 | $110.60 | 90 | 35 |
| 47 | Dowling & Yahnke 12265 El Camino Real, Suite 300 San Diego, CA 92130 | (858) 509-9500 dyinc.com | $4,235.20 | 4,299 | $4,235.20 | 4,299 | $0.00 | 0 | 44 |
| 48 | Orgel Wealth Management 2420 Rivers Edge Dr. Altoona, WI 54720 | (715) 835-6525 orgelwealth.com | $4,191.40 | 7,392 | $4,191.40 | 7,392 | $0.00 | 0 | 45 |
| 49 | Gofen And Glossberg 455 Cityfront Plaza, Suite 3000 Chicago, IL 60611 | (312) 828-1100 gofen.com | $4,186.90 | 3,093 | $3,937.70 | 2,996 | $249.20 | 97 | 27 |
| 50 | The Mather Group 353 N. Clark St., Suite 2775 Chicago, IL 60654 | (630) 537-1078 themathergroup.com | $4,145.20 | 5,825 | $2,931.50 | 2,993 | $1,213.80 | 2,832 | 52 |
| 51 | Balasa Dinverno Foltz 500 Park Blvd., Suite 1400 Itasca, IL 60143 | (630) 875-4900 linkedin.com/company/balasa-dinverno-foltz | $4,136.70 | 5,346 | $4,136.70 | 5,346 | $0.00 | 0 | 44 |
| 52 | B|O|S 345 California St., Suite 1100 San Francisco, CA 94104 | (415) 781-8535 facebook.com/bosinvest | $4,056.80 | 3,424 | $3,480.50 | 3,273 | $576.30 | 151 | 41 |
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