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The Top 25 High-Net-Worth Advisors in 2016

The Top 25 High-Net-Worth Advisors in 2016

Methodology: WealthManagement’s Top 25 High-Net-Worth Advisors ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management. To land on the list, high-net-worth clients had to account for 76 percent or more of the firm’s business. Firms also had to have a focus on financial and retirement planning; institutional clients do not make up a substantial portion of their businesses. Finally, none of these firms are owned by a bank, broker/dealer or investment company. 

Rank Name Location Employees Who Give Advice Total Accounts Discretionary AUM

1

Oxford Financial Group

Carmel, Ind.

30

7,069

$2.2 billion

2

Shepherd Kaplan LLC

Boston

24

2,287

$2.1 billion

3

Brownson, Rehmus & Foxworth

Chicago

48

536

$0

4

Convergent Wealth Advisors LLC

Potomac, Md.

42

3,499

$5.8 billion

5

Athena Capital Advisors LLC

Lincoln, Mass.

29

460

$5.1 billion

6

Ballentine Partners LLC

Waltham, Mass.

48

2,866

$2.3 billion

7

The Colony Group LLC

Boston

65

6,585

$3.8 billion

8

Halbert Hargrove

Long Beach, Calif.

27

3,258

$2.2 billion

9

Seven Post Investment Office LP

San Francisco

11

332

$3.6 billion

10

Homrich Berg

Atlanta

48

5,384

$3.5 billion

11

Wetherby Asset Management

San Francisco

35

2,881

$3.6 billion

12

RGT Wealth Advisors

Dallas

34

7,038

$3.1 billion

13

Signature Estate & Investment Advisors (SEIA)

Los Angeles

25

7,853

$507.8 million

14

Evanson Asset Management LLC

Carmel, Calif.

4

4,306

$3.5 billion

15

Bartlett & Co. LLC

Cincinnati

17

2,828

$3.4 billion

16

Signature Family Wealth Advisors

Norfolk, Va.

21

987

$3.3 billion

17

RegentAtlantic

Morristown, N.J.

23

1,522

$3.1 billion

18

R. M. Davis Inc.

Portland, Maine

20

4,090

$3.1 billion

19

Threshold Group LLC

Gig Harbor, Wash.

25

1,844

$946.8 million

20

Carson Wealth Management Group

Omaha, Neb.

67

12,062

$2.8 billion

21

Plancorp LLC

St. Louis

34

4,845

$2.9 billion

22

Joel Isaacson & Co. LLC

New York

17

3,316

$1.7 billion

23

Atherton Lane Advisers LLC

Menlo Park, Calif.

26

702

$2.7 billion

24

Matter Family Office

Clayton, Mo.

18

187

$0

25

WMS Partners LLC

Towson, Md.

17

401

$2.0 billion

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