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2019 List of Fastest-Growing Advisors

The Thrive list recognizes advisors who are on the way up—those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth.

The WealthManagement.com Thrive Awards is unlike any other recognition program. Rather than acknowledging AUM or profitability, it recognizes advisors who are on the way up—those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth. Why revenue growth? We believe it’s the key metric that demonstrates advisor success in providing services of real value to clients and prospects—and vital to building a sustainable business for the future. The average revenue growth of the 2019 Thrive Advisors was three times the industry average, as calculated by McKinsey & Company’s PriceMetrix.

To qualify for the WealthManagement.com 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.

Company Honoree Website City State

Action Point Financial

Ben VerWys

www.actionpointfp.com

Grand Rapids

Michigan

AEGIS Advisors LLC

Helen Von Dolteren-Fournier, JD, CFP

www.raymondjames.com/aegisfinancial

Winter Park

Florida

Aequitas Wealth Management

Aequitas Wealth Management

www.aequitaswm.com

Los Angeles

California

Affinity Asset Management

Affinity Asset Management

www.affinityasset.com

Overland Park

Kansas

Altus Wealth Management

Majdah M. alQuhtani

www.altuswealthmanagement.com

Albuquerque

New Mexico

Annapolitan Investment Group Inc.

Melissa M. Frawley

www.raymondjames.com/annapolitaninvestmentgroup

Annapolis

Maryland

Arete Wealth Management

Arete Wealth Management

www.aretewealth.com

Chicago

Illinois

Associated Financial Partners LTD

Brandon Dixon-James, CFP

www.afaltd.com

Fresno

California

Atlantic Wealth Management

Greg Patterson and James Allen Canady

www.myatlanticwealth.com

Morehead City

North Carolina

Atlas Financial

Atlas Financial

www.atlasfg.com

Richmond

Virginia

Barnum Financial Group

Chris Kampitsis

www.skgbarnum.com

Elmsford

New York

Barnum Financial Group

Eric Mechler, RICP¨ AIF¨

www.ericmechler.com

Shelton

Connecticut

Barnum Financial Group

Zoltan Pongracz, CFP¨ ChFC¨ AIF¨

barnumfinancialgroup.com/representative/zoltanpongracz

Shelton

Connecticut

Baron Silver Stevens Financial Advisors LLC

Michael Silver

www.bssfa.com

Boca Raton

Florida

BB&amp;T Scott &amp; Stringfellow

Eric A. Williams, CFP¨ ChFC¨ CLU¨

bbtscottstringfellow.com

Naples

Florida

Beacon Capital Management

Beacon Capital Management

www.beaconinvesting.com

Dayton

Ohio

Benchmark Private Wealth Management

Benchmark Private Wealth Management

www.benchmarkpwm.com

Dallas

Texas

Benzer Capital

Salim A Nathani

www.benzercapital.com

Sugarland

Texas

Beta Wealth Group

Beta Wealth Group

www.betawealthgroup.com

San Diego

California

Beyond Your Hammock

Eric Roberge CFP

beyondyourhammock.com

Boston

Massachusetts

Bleakley Financial Group

Michael Axelrod

www.bleakley.com

Fairfield

New Jersey

Blue Chip Partners Inc.

Blue Chip Partners, Inc.

www.bluechippartners.com

Farmington Hills

Michigan

Blue Summit Wealth Management

Blue Summit Wealth Management

www.bluesummitwealth.com

La Mesa

California

Boston Harbor Wealth Advisors

Boston Harbor Wealth Advisors

www.bostonharborwealth.com

Westborough

Massachusetts

Brayshaw Financial Group LLC.

Benjamin C. Brayshaw

brayshawfinancial.com

Bedford

New Hampshire

Bull Oak Capital

Ryan Hughes

bulloakcapital.com

San Diego

California

Burke, Davis, Knoebber, Kohn &amp; Associates | Ameriprise Financial

Matthew Burke CFP

burkedavisknoebberkohn.com

Chesterfield

Missouri

Cabana LLC dba Cabana Asset Management

Cabana Asset Management

www.thecabanagroup.com

Fayetteville

Arkansas

Cahaba Wealth Management

Cahaba Wealth Management

www.cahabawealth.com

Atlanta

Georgia

California Retirement Advisors

Christian Cordoba

www.CRAretire.com

El Segundo

California

Camden Capital LLC

Camden Capital, LLC

www.camdencapital.com

Los Angeles

California

Capstone Wealth Advisors

Johnny W. Dawson

www.ameripriseadvisors.com/team/capstone-wealth-advisors

Columbus

Ohio

CAPTRUST

CAPTRUST

captrust.com

Raleigh

North Carolina

Carla Souther Hauser Financial Services

Carla Souther Hauser Financial Services

www.raymondjames.com/carlahauser

North Wilkesboro

North Carolina

Carson Group

Carson Group

www.carsongroup.com

Omaha

Nebraska

Carson Group

Ron Carson

www.carsongroup.com

Omaha

Nebraska

Carson Wealth

Paul West

www.carsonwealth.com

Omaha

Nebraska

Cassaday &amp; Company Inc.

Sean Gallahan

www.cassaday.com

Mclean

Virginia

Catalina Wealth Management

Otto R. Bohon Jr., Michelle Anthony, and Samuel Sutterfield

www.catalinainvestments.com

Tucson

Arizona

Centerline Wealth Advisors

Centerline Wealth Advisors

www.centerlinewealth.com

Louisville

Kentucky

Centurion Wealth Management

Centurion Wealth Management

www.centurionwealth.com

McLean

Virginia

Clarity Capital Partners LLC

Clarity Capital Partners, LLC

www.claritycapitalllc.com

Newport Beach

California

Client Centric Wealth Management | Sigma Financial Corporation

Ty Hodges

www.ccwmgmt.com/team/ty-hodges

San Antonio

Texas

Coastline Wealth Management

Garrett Taylor

www.coastlinewealth.com

Port Jefferson

New York

Coffman Wealth Management

Joseph H. Coffman APMA

www.coffmanwealthmanagement.com

Indianapolis

Indiana

Commonwealth Financial Group

Jeffrey Baron

www.commonwealthfinancialgroup.com/team/jeff-baron/

Boston

Massachusetts

Cooke Financial Group

Chris Cooke

www.cookefg.com

Indianapolis

Indiana

Crest Financial Group

Eric J Boyle, M.S., CFP

www.crestfinancialgroup.com

Allentown

Pennsylvania

CrossleyShear Wealth Management

Evan Shear

crossleyshear.com

Heathrow

Florida

Crown Wealth Strategies

Elizabeth Dipp Metzger

www.CrownWS.com

El Paso

Texas

darrenMORGAN Asset Management

Darren Morgan

www.darrenmorgan.net

North Olmsted

Ohio

DJ Financial Group

Roy P. Janse

www.djfinancial.com

Greenville

South Carolina

Drive Wealth Advisers

Drive Wealth Advisers

www.drivewealthadvisers.com

Lehi

Utah

E.A. Buck Financial Services | Parkland Securities LLC

E.A. Buck Financial Services | Parkland Securities, LLC

www.eabuck.com

Honolulu

Hawaii

E.A. Buck Financial Services | Parkland Securities LLC

Katie Buck

www.eabuck.com

Honolulu

Hawaii

Edward Jones

Jason Witcher

https://www.edwardjones.com/financial-advisor

Conyers

Georgia

Edward Jones

John Stewart

www.edwardjones.com/financial-advisor

Mount Dora

Florida

Elevon Wealth Management

Ian Rosenfield

www.raymondjames.com/elevonwealthmanagement

San Francisco

California

Enrichment Wealth Management | Raymond James

Arlene Alvarez

www.enrichmentwealthmanagement.com

Coral Gables

Florida

Essex Financial - Southport Group

Kevin Nolan, Sean Flynn, and Kathy Miller

www.essexfinancial

Southport

Connecticut

Estes Wealth Strategies

John Estes

www.esteswealthstrategies.com

Fairfax

Virginia

Executive Wealth Management

Susan Busch

www.ewmadvisors.com

Brighton

Michigan

Fidato Wealth LLC

Fidato Wealth LLC

fidatowealth.com

Middleburg Heights

Ohio

Financial Compass Group

Brandon Fink

www.financialcompassgroup.com

Wellesley

Massachusetts

Financial Services of Virginia

W. Justin Lacy

www.fsvllc.com

Glen Allen

Virginia

Financial-360 LLC

Joshua Charles

www.raymondjames.com/financial-360

Rockville

Maryland

Fleischauer Financial Management Inc.

Alan Fleischauer

www.reconfigurement.com

Minnetonka

Minnesota

Fox-Smith Wealth Management LLC

Gustin D. Fox-Smith

www.fswealth.biz

Westminster

Colorado

Frey Masterson Investment Advisors

Frey Masterson Investment Advisors

www.freymasterson.com

St. Petersburg

Florida

Gilliland Lee Financial Group | Parkland Securities LLC

Kathleen Gilliland

www.glf4u.com

New Albany

Ohio

Gold Medal Waters Inc.

Gold Medal Waters, Inc.

www.goldmedalwaters.com

Boulder

Colorado

Good Life Companies

Good Life Companies

www.goodlifeco.com

Reading

Pennsylvania

Great Lakes Wealth

Great Lakes Wealth

https://www.greatlakeswealth.us/

Northville

Michigan

Great Waters Financial

Great Waters Financial

www.greatwatersfinancial.com

Minneapolis

Minnesota

Guardian Planners

Guardian Planners

www.guardianplanners.com

DuBois

Pennsylvania

Henry+Horne Wealth Management

Henry+Horne Wealth Management

www.hh-wm.com

Scottsdale

Arizona

Heritage Financial Advisory Group

Michael Desepoli

www.financialadvisorny.com

Port Jefferson Station

New York

HFG Trust

HFG Trust

www.hfgtrust.com

Kennewick

Washington

Highlander Financial Group

Casey D. Craig

www.hfgwms.com

Rockville

Maryland

HighTower Bellevue

HighTower Bellevue

hightowerbellevueadvisors.com

Bellevue

Washington

HighTower Bethesda

HighTower Bethesda

www.hightoweradvisors.com/team/bethesda/overview

Bethesda

Maryland

HighTower Naples

HighTower Naples

www.hightoweradvisors.com/team/naples/overview

Naples

Florida

HighTower San Diego

HighTower San Diego

www.hightoweradvisors.com/team/sandiego/overview

San Diego

California

HighTower Twickenham

HighTower Twickenham

www.hightoweradvisors.com/team/twickenham/overview

Huntsville

Alabama

Hobble Creek Wealth

Talon M. Webb

www.hobblecreekwealth.com

Orem

Utah

Hollifield Financial Group

Kimsey Hollifield

www.hollifieldfinancial.com

Charleston

South Carolina

Hueneburg Financial Group LLC

Stacy L Newell

hueneburgfinancialgroup.com

La Salle

Illinois

Human Investing

Human Investing

www.humaninvesting.com

Lake Oswegon

Oregon

Independent Solutions Wealth Management

Independent Solutions Wealth Management

iswealthmanagement.com

Williamsville

New York

Institutional Wealth Consultants

Institutional Wealth Consultants

www.yourwealtheffect.net

Irvine

California

Integrated Financial Group

Integrated Financial Group

www.integrated-financial-group.com

Atlanta

Georgia

Intelligence Driven Advisers

Jason Labrum

www.idawealth.com

Carlsbad

California

Ivory Wealth Management

Ivory Wealth Management, Inc

www.ivorywealthmgmt.com

Essex

Connecticut

Janney Montgomery Scott

Andrew VItek

www.andrewvitek.com

Wyncote

Pennsylvania

Janney Montgomery Scott

George M. Zaki

advisor.janney.com/guggenheimerzakiteam/

New York

New York

Jeter Hrubala Wealth Strategies LLC

Beth Jeter Hrubala

www.bethhrubala.com

Spartanburg

South Carolina

JNJ Wealth Management Group LLC

Julian A Benitez

www.jnjwealthmg.com

Tucson

Arizona

Johlfs Financial Group

Craig Johlfs

www.Johlfsfg.com

Denver

Colorado

Johnson Financial Group

Johnson Financial Group

www.johnsonbank.com

Racine

Wisconsin

Kathmere Capital

Nicholas Olesen

www.kathmere.com

King of Prussia

Pennsylvania

KCS Wealth Advisory LLC

KCS Wealth Advisory LLC

www.kcswealth.com

Los Angeles

California

Keel Point

Keel Point

keelpoint.com

Huntsville

Alabama

Kinder Financial Strategies

Ann Kinder

www.directiondefined.net

Fort Smith

Arkansas

Klein Wealth Management at HighTower

Klein Wealth Management at HighTower

www.hightoweradvisors.com/team/klein/overview

Melville

New York

Kovack Advisors

Kovack Advisors

kovackadvisors.com

Fort Lauderdale

Florida

Kusske Financial Inc

Brett Kusske

www.kusskefinancial.com

Burnsville

Minnesota

Legacy Investment Services

Trent A. Strong

www.legacyinvestmentsonline.com

East Peoria

Illinois

Legacy Investment Services LLC

Mark Sharifi

www.4mylegacy.com

Rancho Cucamonga

California

Liftbridge Financial Advisors

Edward J. Bradford

www.liftbridgefinancial.com

Fairport

New York

Lowcountry Financial Group

Christopher Werden

www.lowcountryfg.com

Charleston

South Carolina

Lucia Capital Group

Christopher Panagiotu, CRPS

www.luciacap.com/advisor/chris-panagiotu

Fircrest

Washington

Macrocarpa PWM of Raymond James

Matthew Stucke

www.raymondjames.com/macrocarpaprivatewealth

Alpharetta

Georgia

Magnus Financial Group LLC

Michael S. Schwartz, CFP¨, AEP¨

www.magnusfinancial.com

New York

New York

McCarthy Wealth Management

Junette McCarthy

www.McCarthyWM.com

Newport Beach

California

Medicus Wealth Planning Inc.

Medicus Wealth Planning, Inc.

www.MedicusWealthPlanning.com

Draper

Utah

Mercer Advisors

Jessica Caruso

www.merceradvisors.com

San Francisco

California

Mercer Advisors

Josh DeForest

www.merceradvisors.com

Bellevue

Washington

Mercer Advisors

Laura Combs

www.merceradvisors.com

Boulder

Colorado

Mercer Advisors

Mercer Advisors

merceradvisors.com

Denver

Colorado

Meridian Financial

Meridian Financial

meridianfinancial.nm.com

Raleigh

North Carolina

Merrill Lynch

Anthony Richard Bottini III

www.fa.ml.com

New York

New York

Millennium Advisory Services Inc.

Paul Hunt

www.mas-edu.com

Glen Allen

Virginia

Miracle Mile Advisors

Miracle Mile Advisors

www.miraclemileadvisors.com

Los Angeles

California

Molloy Financial Group

Bryan Blackwell

www.molloyfinancialgroup.com

Fort Myers

Florida

Morgan Stanley Wealth Management

Eva Marina Ovejero

MorganStanley.com

Miami

Florida

MRA Advisory Group

MRA Advisory Group

mraadvisory.com

Parsippany

New Jersey

Navigation Financial Group

Scott R. Dickerson AIF, BFA

www.navigationama.com

Amarillo

Texas

New Aspect Financial Services

Karin Alvarado

www.newaspectfs.com

Napa

California

Nexus Advisors LLC

Holly Carroccio, CFP

www.nexusadvisorsllc.com

Dallas

Texas

North Star Resource Group

Garrett Culwell, CLU¨

www.northstarfinancial.com

Cincinnati

Ohio

Northwestern Mutual Wealth Management Company

Phil Adra CFP¨ CPA CLU¨

philadra.nm.com

Atlanta

Georgia

OnPoint Wealth Management &amp; Investment Services

Daniel L. Bartosz

www.onpointcu.com/retirement-services-planning

Portland

Oregon

Oppenheimer &amp; Co.

Daniel S. Tacktill

fa.opco.com

Melville

New York

Oppenheimer &amp; Co.

Daniel Waskiewicz

www.oppenheimer.com

Frankenmuth

Michigan

Oppenheimer &amp; Co.

Laurence M. Stanger

fa.opco.com

Melville

New York

PFS Wealth Management Group

Vincent Virga

www.pfswealthgroup.com

Naples

Florida

Pitzl Financial

Pitzl Financial

www.pitzlfinancial.com

Arden Hills

Minnesota

Polaris Greystone Financial Group LLC

Polaris Greystone Financial Group, LLC

www.polarisgreystone.com

San Rafael

California

Practical Financial Planning Inc.

Practical Financial Planning, Inc.

www.p-f-p.com

Rocky River

Ohio

Premium Finance Group

Manuel A. Vidal

www.premiumfinancegroup.com

Coral Gables

Florida

Presidio Capital Management

Dustin TenBroeck

www.presidiocm.com

San Diego

California

Private Advisor Group

Private Advisor Group

www.privateadvisorgroup.com

Morristown

New Jersey

Private Ocean Wealth Management

Private Ocean Wealth Management

privateocean.com

San Rafael

California

Raymond James

Brian Leiser

raymondjames.com

Riverhead

New York

Regal Holdings of America LLC

Regal Holdings of America, LLC

regal-holdings.com

Kentwood

Michigan

Resource Planning Group

Keith Waterman

www.rpgindy.com/Keith-Waterman

Fishers

Indiana

Resources Investment Advisors

Resources Investment Advisors

riaadvisor.com

Overland Park

Kansas

RHS Financial LLC

RHS Financial, LLC

www.rhsfinancial.com

San Francisco

California

Rivertowne Advisors | Raymond James

Pete Loncar

www.raymondjames.com/rivertowneadvisors

Beaver

Pennsylvania

Rivettas Wealth Strategies LLC

Ryan A. Smith

www.rivettas.com

Salt Lake City

Utah

RJ Wealth Management at HighTower

RJ Wealth Management at HighTower

www.hightoweradvisors.com/team/rjwealth/overview

New York

New York

Rowling &amp; Associates

Rowling & Associates

www.rowling.com

San Diego

California

SagePoint Financial

Benjamin Waibel

www.foresthillswealth.com

Hillsboro

Oregon

Sarian Strategic Partners at HighTower

Sarian Strategic Partners at HighTower

www.hightoweradvisors.com/team/sarian/overview

Wayne

Pennsylvania

Schorpp Capital Management

Schorpp Capital Management

www.schorppcapital.com

East Brunswick

New Jersey

Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com

Akron

Ohio

Sevelius Wealth Management | Raymond James

Sevelius Wealth Management | Raymond James

www.seveliuswealthmanagement.com

Wesley Chapel

Florida

Shaffer Wealth Management at HighTower

Shaffer Wealth Management at HighTower

www.hightoweradvisors.com/team/shaffer/overview

Alpharetta

Georgia

Shorebridge Wealth Management

Win Smathers

www.shorebridgewm.com

Pittsburgh

Pennsylvania

Signature Wealth Group

Signature Wealth Group

www.joinsignaturewealth.com

Florence

South Carolina

Southwestern Investment Group

Lucas Swatzell

www.southwesterninvestmentgroup.com/team/lucas-swatzell

Franklin

Tennessee

Southwestern Investment Group | Raymond James

Bob Sircy

www.southwesterninvestmentgroup.com

Franklin

Tennessee

Steadfast Financial

Ben Ferris

www.steadfastfg.com

Marietta

Georgia

Strategic Wealth Inc

Shawn A Manuel

www.swealthinc.com

Osage Beach

Missouri

Stratos Wealth Partners

Craig Macomber

stratosca.com

Irvine

California

Stratos Wealth Partners

Stratos Wealth Partners

www.stratoswealthpartners.com

Beachwood

Ohio

Surmanek Wealth Management

Dennis Surmanek

www.surmanekwealthmanagement.com

New York

New York

Ted Ngo &amp; Associates

Ted Ngo

www.tedngo.com

Westminster

California

Telemus Capital LLC

Gary Ran

www.telemus.com

Southfield

Michigan

The Andriole Group at HighTower

The Andriole Group at HighTower

www.hightoweradvisors.com/team/andriole/overview

Madison

Connecticut

The Bahnsen Group

Kimberlee Davis

www.thebahnsengroup.com

Newport Beach

California

The Brand Schweizer Group | Raymond James

John Brand and Peter S. Schweizer

www.raymondjames.com/brandschweizergroup

Elmira

New York

The Ezzell-Conklin Group at HighTower

The Ezzell-Conklin Group at HighTower

www.hightoweradvisors.com/team/ezzellconklin/overview

Folsom

California

The Fox Alliance

The Fox Alliance

www.thefoxalliance.com

Austin

Texas

The Institute for Wealth Management

The Institute for Wealth Management

www.instituteforwealth.com

Denver

Colorado

The Lerner Group at HighTower

The Lerner Group at HighTower

www.hightoweradvisors.com/team/lernergroup/overview

Deerfield

Illinois

The McGuirk &amp; De Nevi Group at HighTower

The McGuirk & De Nevi Group at HighTower

www.hightoweradvisors.com/team/mcguirk/overview

Menlo Park

California

The Pittsburgh Wealth Management Group

The Pittsburgh Wealth Management Group

www.pittsburghwealthmanagementgroup.com

Pittsburgh

Pennsylvania

The SKG Team at Barnum Financial Group

Chris Kampitsis, Benjamin Soccodato, Anthony Maiuolo, and David Jones

www.skgbarnum.com

Elmsford

New York

The Wealth Plan Company

Matt Stephens

thewealthplancompany.com

Wilmington

North Carolina

THREESIXTY Wealth &amp; Financial Management

Jonathan LaParl

www.threesixtywfm.com

Malta

New York

Trajan Wealth LLC

Trajan Wealth LLC

trajanwealth.com

Scottsdale

Arizona

UBS

Benjamin A. Nussbaum

UBS.com/team/highlandswealth

San Diego

California

Ultimate Wealth Strategies LLC

Tony Sablan

www.tonysablan.com

Bellevue

Washington

United Iowa Financial

Trent Von Ahsen

www.unitediowafinancial.com

Cedar Rapids

Iowa

UPSTREAM Investment Partners | Sigma Financial Corporation

Nicholas Reiland

www.nicholasreiland.com/team/nick-reiland

Lisle

Illinois

UPSTREAM Investment Partners | Sigma Financial Corporation

Russell (Russ) Warner

www.warnerfg.com

Northfield

Illinois

Virtue Capital Management LLC

Virtue Capital Management LLC

www.virtuecapitalmanagement.com

Brentwood

Tennessee

Vitucci Integrated Planning

Jason Vitucci, CFP¨, EA

www.vitucciintegratedplanning.com

Walnut Creek

California

Voya Financial Advisors

Beech Creek Financial Group

beechcreekfinancial.com

Portland

Oregon

VWG Wealth Management at HighTower

VWG Wealth Management at HighTower

www.hightoweradvisors.com/team/vwg/overview

Vienna

Virginia

VZD Capital Management LLC

Ethel J. Davis

www.vzdcap.com

Overland Park

Kansas

W.A. Smith Financial Group

W.A. Smith Financial Group

wasmithfinancial.com

Sandusky

Ohio

Waddell and Reed

Gilles R. Mulard

www.waddell.com

Erie

Pennsylvania

Wall Street Alliance Group

Wall Street Alliance Group

wallstreetalliancegroup.com

New York

New York

Walser Wealth Management Company LLC

Rebecca Walser, JD, LLM,CFP

www.walserwealth.com

Tampa

Florida

Watts Capital

David Flores Wilson, CFP, CFA

www.planningtowealth.com

New York

New York

Wells Fargo Advisors

Dominique A. Donovan

home.wellsfargoadvisors.com/dominique.donovan

Manchester

Massachusetts

Wells Fargo Advisors

John D'Annunzio

fa.wellsfargoadvisors.com/piedmont

Dallas

Texas

Wells Fargo Advisors

Wade Meeks

home.wellsfargoadvisors.com/Cooper.Meeks

Little Rock

Arkansas

Wilde Wealth Management Group

Wilde Wealth Management Group

www.wildewealth.com

Scottsdale

Arizona

Zinnia Wealth Management

Charisse Rivers

www.zinniawealth.com

OCALA

Florida

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