2022 RANK | FIRM | HQ | TOTAL AUM | YEARS IN THE BUSINESS | ACCOUNTS UNDER MANAGEMENT | 2021 RANK |
1 | Woodley Farra Manion | IN | $1.4B | 27 | 1,106 | 17 |
2 | Dana Investment Advisors | WI | $7B | 42 | 1,256 | 1 |
3 | Albion Financial Group | UT | $1.4B | 40 | 2,221 | 50 |
4 | Heritage Investment Group | FL | $1.7B | 29 | 1,888 | 24 |
5 | Edgemoor Investment Advisors | MD | $1.1B | 23 | 320 | 26 |
6 | Salem Investment Counselors | NC | $3.5B | 43 | 1,850 | 2 |
7 | Leavell Investment Management | AL | $2.1B | 43 | 2,000 | 33 |
8 | Halbert Hargrove Global Advisors | CA | $3B | 33 | 4,099 | 49 |
9 | The Burney Company | VA | $2.6B | 48 | 4,162 | 38 |
10 | Lee, Danner & Bass | TN | $1.4B | 34 | 925 | 66 |
11 | TFC Financial Management | MA | $1.2B | 42 | 1,375 | 69 |
12 | Parsons Capital Management | RI | $1.8B | 28 | 1,545 | 19 |
13 | Pittenger & Anderson | NE | $2.2B | 27 | 815 | 53 |
14 | Kistler-Tiffany Advisors | PA | $1.1B | 14 | 1,464 | – |
15 | Professional Advisory Services | FL | $1.2B | 45 | 1,087 | – |
16 | Cadinha & Co. | HI | $1.1B | 43 | 1,383 | 90 |
17 | Ferguson Wellman Capital Management | OR | $6.9B | 47 | 928 | – |
18 | RTD Financial Advisors | PA | $2.2B | 39 | 660 | 68 |
19 | Equius Partners | CA | $1.1B | 38 | 1,083 | 43 |
20 | Wetherby Asset Management | CA | $6.4B | 32 | 591 | – |
21 | Acropolis Investment Management | MO | $1.8B | 20 | 1,055 | – |
22 | Godsey & Gibb Wealth Management | VA | $1.2B | 37 | 1,569 | – |
23 | Manchester Capital Management | VT | $3.2B | 29 | 1,609 | – |
24 | Phillips Financial | IN | $1.5B | 18 | 2,166 | 71 |
25 | Azzad Asset Management | VA | $1.2B | 25 | 1,320 | 39 |
26 | Richard C. Young & Co. | FL | $1.3B | 33 | 2,761 | 5 |
27 | California Financial Advisors | CA | $1.5B | 24 | 3,089 | 7 |
28 | NewSouth Capital Management | TN | $2.4B | 37 | 179 | 3 |
29 | Avity Investment Management | CT | $1.7B | 52 | 764 | 15 |
30 | Tom Johnson Investment Management | OK | $1.6B | 39 | 5,500 | 10 |
31 | Zemenick & Walker | MO | $2.5B | 24 | 237 | 29 |
32 | Luther King Capital Management | TX | $23.1B | 43 | 3,400 | 22 |
33 | First Foundation Advisors | CA | $4.8B | 32 | 1,637 | 93 |
34 | North Star Asset Management | WI | $2.1B | 25 | 2,915 | 8 |
35 | H.M. Payson & Co. | ME | $6B | 168 | 3,500 | 34 |
36 | Zevenbergen Capital Investments | WA | $4.9B | 18 | 279 | 36 |
37 | Guyasuta Investment Advisors | PA | $1.8B | 39 | 1,250 | 32 |
38 | ZWJ Investment Counsel | GA | $3B | 40 | 900 | 20 |
39 | Gofen & Glossberg | IL | $6.5B | 90 | 3,409 | 6 |
40 | David Vaughan Investments | IL | $3.8B | 45 | 1,360 | 21 |
41 | Check Capital Management | CA | $1.4B | 36 | 1,991 | 4 |
42 | Foster & Motley Wealth Management | OH | $2.1B | 25 | 750 | 59 |
43 | Southern Wealth Management | TX | $2.8B | 17 | 1,500 | 95 |
44 | Beaird Harris | TX | $1.5B | 26 | 2,896 | 70 |
45 | Wilbanks, Smith & Thomas Asset Management | VA | $4.4B | 31 | 5,063 | 41 |
46 | Badgley Phelps Wealth Managers | WA | $4.1B | 56 | 2,162 | 52 |
47 | Anchor Capital Advisors | MA | $8.1B | 39 | 1,110 | 35 |
48 | Beese Fulmer Private Wealth Management | OH | $1.3B | 42 | 1,032 | 55 |
49 | Steele Capital Management | IA | $2.8B | 26 | 3,800 | 67 |
50 | Oak Ridge Investments | IL | $1.2B | 33 | 1,531 | – |
51 | Eagle Global Advisors | TX | $1.7B | 25 | 400 | 86 |
52 | C.W. Henderson & Associates | IL | $4B | 31 | 1,492 | 62 |
53 | Lee Financial | TX | $1.2B | 47 | 1,600 | 48 |
54 | Roffman Miller Wealth Management | PA | $2.3B | 31 | 1,300 | 40 |
55 | Hahn Capital Management | CA | $1.1B | 34 | 106 | 37 |
56 | Palisade Capital Management | NJ | $4.3B | 27 | 2,225 | 88 |
57 | Column Capital Advisors | IN | $1.3B | 17 | 1,608 | – |
58 | Foster Group | IA | $3.4B | 33 | 5,293 | 96 |
59 | WA Asset Management | AL | $5.2B | 23 | 5,781 | – |
60 | FORVIS Wealth Advisors | MO | $7.4B | 24 | 11,893 | 56 |
61 | JMG Financial Group | IL | $4.7B | 38 | 4,262 | – |
62 | Rather & Kittrell Capital Management | TN | $1.3B | 22 | 2,450 | – |
63 | Sage Financial Group | PA | $3.1B | 33 | 800 | 75 |
64 | Meritage Portfolio Management | KS | $2B | 31 | 1,305 | 60 |
65 | Diversified Management | WI | $1.6B | 29 | 1,611 | 61 |
66 | Index Fund Advisors | CA | $4.3B | 23 | 2,442 | 72 |
67 | StraightLine | MI | $1.2B | 20 | 5,726 | 92 |
68 | Sheaff Brock Investment Advisors | IN | $1.4B | 29 | 1,953 | 82 |
69 | View Capital Advisors | TX | $1.4B | 18 | 173 | 98 |
70 | Conrad Siegel Investment Advisors | PA | $7.9B | 20 | 761 | – |
71 | Farr, Miller & Washington | DC | $2.1B | 26 | 1,430 | 57 |
72 | Schaper, Benz & Wise Investment Counsel | WI | $1.4B | 31 | 828 | 54 |
73 | ML&R Wealth Management | TX | $1.7B | 25 | 686 | 100 |
74 | Wingate Wealth Advisors | MA | $1.1B | 36 | 633 | – |
75 | Legacy Wealth Management | TN | $1.7B | 40 | 1,299 | 80 |
76 | Clifford Swan Investment Counselors | CA | $3.7B | 107 | 945 | 27 |
77 | Capstone Financial Advisors | IL | $2.1B | 23 | 2,718 | – |
78 | Bitterroot Capital Advisors | MT | $1.2B | 23 | 17 | – |
79 | Provident Trust Company | WI | $6.5B | 23 | 1,234 | – |
80 | Charles D. Hyman & Co. | FL | $2B | 28 | 931 | 63 |
81 | Cardiff Park Advisors | CA | $2.2B | 19 | 380 | – |
82 | Conservest Capital Advisors | PA | $1.6B | 29 | 251 | – |
83 | Henssler Financial | GA | $2.5B | 35 | 1,416 | 64 |
84 | Annandale Capital | TX | $1B | 17 | 180 | – |
85 | Donaldson Capital Management | IN | $2.3B | 27 | 3,730 | – |
86 | E. S. Barr & Co. | KY | $1.5B | 30 | 857 | 74 |
87 | BLB & B Advisors | PA | $2.1B | 58 | 2,768 | – |
88 | Jackson Thornton Asset Management | AL | $1.6B | 23 | 927 | 79 |
89 | Apriem Advisors | CA | $1B | 24 | 710 | – |
90 | The Financial Advisory Group | TX | $1.2B | 25 | 2,154 | 76 |
91 | Sadoff Investment Management | WI | $1.6B | 44 | 610 | 87 |
92 | Coastal Bridge Advisors | CT | $2.9B | 14 | 3,994 | – |
93 | D.F. Dent & Co. | MD | $8.1B | 46 | 1,430 | 14 |
94 | Beacon Capital Management | OH | $5.1B | 22 | 16,671 | 11 |
95 | Certified Financial Group | FL | $2.2M | 23 | 5,000 | – |
96 | Provident Investment Management | MI | $955M | 41 | 1,000 | – |
97 | Sather Financial Group | TX | $1.2B | 23 | 1,354 | – |
98 | Bailard | CA | $5B | 53 | 2,268 | 97 |
99 | Summit Financial Strategies | OH | $1.7B | 27 | 874 | 91 |
100 | Carret Asset Management | NY | $3.1B | 58 | 2,000+ | 25 |