SURVEY & RANKING 2014 - Financial Advisor

RIA

SURVEY & RANKING

2014

Sponsored by

trmRiXtrema

FA's 2014 RIA Ranking Sponsoredby

(By Total Assets)

trmRiXtrema

2013 total assets rank*

firm name

location

year end 2013

assets ($Mm)

% growth in

assets 2012-2013

ASSET CATEGORY: $1 BILLION AND OVER 1 Hall Capital Partners 2 First Republic Investment Management 3 Chevy Chase Trust 4 Moneta Group Investment Advisors 5 Silvercrest Asset Management Group 6 Veritable 7 Oxford Financial Group 8 Edelman Financial Services 9 GenSpring Family Offices 10 Plante Moran Financial Advisors 11 United Capital Financial Advisers 12 Brownson, Rehmus & Foxworth 13 Creative Planning 14 The Mutual Fund Store 15 Mariner Wealth Advisors 16 Convergent Wealth Advisors 17 Johnson Investment Counsel 18 Aspiriant 19 Ronald Blue & Co. 20 DiMeo Schneider & Associates 21 BBR Partners 22 Geneva Investment Management of Chicago 23 Innovest Portfolio Solutions 24 Bahl & Gaynor Investment Counsel 25 myCIO Wealth Partners 26 Beacon Pointe Advisors 27 Mercer Advisors 28 McGladrey Wealth Management 29 Evercore Wealth Management 30 Ballentine Partners 31 Heber Fuger Wendin 32 GW & Wade 33 Tiedemann Wealth Management 34 Banyan Partners 35 Gresham Partners 36 Clarfeld Wealth Strategist & Financial Confidantes 37 Northside Capital Management 38 The Presidio Group 39 RMB Capital Management 40 Halbert Hargrove 41 Mason Investment Advisory Services 42 Cornerstone Advisors Asset Management 43 Sontag Advisory 44 Tolleson Wealth Management 45 Ferguson Wellman Capital Management 46 Federal Street Advisors 47 Altair Advisers 48 Wetherby Asset Management

San Francisco, Calif. San Francisco, Calif. Bethesda, Md. Clayton, Mo. New York, N.Y. Newtown Square, Pa. Indianapolis, Ind. Fairfax, Va. Jupiter, Fla. Southfield, Mich. Newport Beach, Calif. Chicago, Ill. Leawood, Kan. Overland Park, Kan. Leawood, Kan. Potomac, Md. Cincinnati, Ohio Los Angeles, Calif. Roswell, Ga. Chicago, Ill. New York, N.Y. Chicago, Ill. Denver, Colo. Cincinnati, Ohio Philadelphia, Pa. Newport Beach, Calif. Santa Barbara, Calif. Minneapolis, Minn. New York, N.Y. Waltham, Mass. Bloomfield Hills, Mich. Wellesley, Mass. New York, N.Y. Palm Beach Gardens, Fla. Chicago, Ill. Tarrytown, N.Y. Hood River, Ore. San Francisco, Calif. Chicago, Ill. Long Beach, Calif. Reston, Va. Bethlehem, Pa. New York, N.Y. Dalas, Texas Portland, Ore. Boston, Mass. Chicago, Ill. San Francisco, Calif.

27,631.00 25,990.30 18,205.90 16,106.00 15,700.00 12,944.96 12,452.11 11,632.10 11,602.57 9,725.45 9,556.54 9,400.00 9,105.36 8,780.55 8,633.76 8,422.38 8,194.63 8,091.05 7,827.71 7,460.00 7,347.90 7,329.53 7,022.85 6,573.56 6,459.40 6,261.94 5,345.90 5,090.50 4,874.10 4,777.82 4,723.19 4,587.42

4,587.15 4,581.00 4,571.56 4,432.00 4,409.17 4,049.40 3,977.66 3,974.64 3,961.55 3,947.99 3,911.79 3,881.27 3,808.90 3,739.28 3,729.04 ?3,700.68

14.58 28.81 24.34 7.72 40.18 9.48 15.09 36.11 ?12.22 19.37 22.10 9.30 55.54 23.64 23.35 13.91 13.27 12.26 7.28 22.98 11.44 28.21 28.04 34.13 7.69 10.43 37.71 19.16 7.21 31.95 3.76 18.09 14.58 312.77 18.47 13.58 56.41 13.95 28.44 94.35 20.45 ?1.24

8.51 10.96 17.52 10.57 11.28 9.30

*Discretionary and nondiscretionary assets under management reported on Form ADV. **Average assets per client relationship. Founded in 2013, not meaningful.

assets per

client ($MM)**

9.33 4.24 25.93 5.73 32.51 62.24 19.16 0.54 32.50 4.43 1.02 18.01 1.34 0.24 2.54 19.10 3.01 9.30 1.28 24.62 79.01 1.93 32.66 11.29 10.73 4.82 1.30 1.57 9.75 32.95 41.07 2.14 35.29 2.11 61.78 12.66 176.37 28.92 3.82 8.51 6.07 39.48 3.32 30.32 5.87 26.71 13.81 7.46

% growth in assets per client

% change in no. of clients

12.85 3.52 17.43 1.62 14.35 6.85 15.09 9.18 8.69 13.50 0.02 7.00 10.46 16.79 12.46 ?0.56 10.81 7.10 12.42 16.48 5.45 ?15.65 14.94 32.29 ?0.36 ?5.46 17.56 16.40 7.21 24.67 ?9.77 15.34 5.77 145.46 8.87 10.34 37.64 18.01 18.68 111.00 21.56 ?1.24 9.16 ?8.98 9.91 ?36.82 ?12.21 14.59

1.54 24.43 5.88 6.00 22.59 2.46 0.00 24.66 ?19.23 5.17 22.08 2.15 40.80 5.86 9.68 14.55 2.22 4.82 ?4.57 5.57 5.68 52.00 11.40 1.39 8.08 16.80 17.14 2.37 0.00 5.84 15.00 2.39

8.33 68.16 8.82 2.94 13.64 ?3.45 8.22 ?7.89 ?0.91 0.00 ?0.59 21.90 6.92 75.00 26.76 ?4.62

FA's 2014 RIA Ranking Sponsoredby

(By Total Assets)

trmRiXtrema

2013 total assets rank*

firm name

location

year end 2013

assets ($Mm)

% growth in

assets 2012-2013

49 Savant Capital Management

Rockford, Ill.

50 Douglas C. Lane & Associates

New York, N.Y.

51 MAI Wealth Advisors

Cleveland, Ohio

52 Bartlett & Co.

Cincinnati, Ohio

53 Mill Creek Capital Advisors

Conshohocken, Pa.

54 The Colony Group

Boston, Mass.

55 Homrich Berg

Atlanta, Ga.

56 Welch & Forbes

Boston, Mass.

57 Hewins Finan. Advisors/Wipfli Hewins Invest. Advisors San Mateo, Calif.

58 Kovitz Investment Group

Chicago, Ill.

59 Signature

Norfolk, Va.

60 Global Financial Private Capital

Sarasota, Fla.

61 Bingham, Osborn & Scarborough

San Francisco, Calif.

62 RegentAtlantic

Morristown, N.J.

63 Northeast Financial Consultants

Westport, Conn.

64 Ingalls & Snyder

New York, N.Y.

65 R. M. Davis

Portland, Maine

66 Balasa Dinverno Foltz

Itasca, Ill.

67 W.E. Family Offices

Miami, Fla.

68 Sullivan, Bruyette, Speros & Blayney

McLean, Va.

69 Dowling & Yahnke

San Diego, Calif.

70 Manchester Capital Management

Montecito, Calif.

71 WMS Partners

Towson, Md.

72 CM Wealth Advisors

Pepper Pike, Ohio

73 Threshold Group

Gig Harbor, Wash.

74 Joel Isaacson & Co.

New York, N.Y.

75 Brighton Jones

Seattle, Wash.

76 Inverness Counsel

New York, N.Y.

77 Matter Family Office

St. Louis, Mo.

78 American Portfolios Advisors

Holbrook, N.Y.

79 Plancorp

St. Louis, Mo.

80 Telemus Capital

Southfield, Mich.

81 Massey Quick & Co.

Morristown, N.J.

82 Rehmann Capital Advisory Group

Lansing, Mich.

83 Highmount Capital

New York, N.Y.

84 Wilbanks, Smith and Thomas Asset Management Norfolk, Va.

85 Allegheny Financial Group

Pittsburgh, Pa.

86 Robertson, Griege & Thoele

Dallas, Texas

87 Clifford Swan Investment Counsel

Pasadena, Calif.

88 South Texas Money Management

San Antonio, Texas

89 Money Matters with Ken Moraif

Plano, Texas

90 SignatureFD

Atlanta, Ga.

91 Weston Financial Group

Wellesley, Mass.

92 Retirement Advisors of America

Addison, Texas

93 Budros, Ruhlin & Roe

Columbus, Ohio

94 Baker Tilly Investment Advisors

Madison, Wis.

95 Stratos Wealth Partners Ltd.

Beachwood, Ohio

96 Wellesley Investment Advisors

Wellesley, Mass.

97 Badgley Phelps Investment Managers

Seattle, Wash.

3,605.18 3,598.06 3,536.51 3,519.90 3,480.24 3,387.51 3,373.93 3,355.95 3,294.00 3,185.00 3,133.14 3,106.93 3,081.10 2,935.10 2,860.99 2,842.34 2,842.08 2,752.38 2,712.74 2,700.00 2,607.53 2,594.89 2,576.18 2,551.82 2,527.60 2,520.15 2,517.02 2,514.59 2,487.44 2,445.76 2,431.35 2,423.74 2,417.48 2,377.75 2,371.46 2,367.00 2,345.53 2,337.00 2,288.00 2,170.14 2,151.65 2,035.21 1,988.25 1,964.32 1,957.58 1,876.41 1,872.12 1,869.63 1,820.73

23.89 41.56 19.45 13.13 22.99 30.16 31.54 ?15.01 21.01 31.07 13.21 52.07 20.36 25.97 8.50 11.30 18.78 24.41 66.01 12.50 18.24 32.22 41.65 117.92 0.14 22.03 37.33 11.78 13.96 26.21 29.47 47.72 12.48 11.48 8.04 18.47 12.31 5.94 15.85 17.32 34.02 34.48 16.38 22.19 12.84 12.86 76.76 47.79 10.79

*Discretionary and nondiscretionary assets under management reported on Form ADV. **Average assets per client relationship. Founded in 2013, not meaningful. Not meaningful. W.E.'s predecessor firm grouped clients differently.

assets per

client ($MM)**

1.17 4.00 4.53 4.17 13.81 2.42 2.81 4.36 2.85 3.25 14.24 0.24 3.42 2.26 18.82 0.84 1.95 3.06 44.47 3.00 2.74 15.45 9.51 40.51 45.96 2.76 3.07 15.43 16.81 0.19 3.25 3.12 12.03 1.08 20.80 1.38 1.23 5.77 3.11 1.59 0.58 2.95 1.98 0.94 2.99 1.95 0.36 1.80 4.30

% growth in assets per client

% change in no. of clients

14.64 25.83 8.44 12.99 7.37 15.63 9.62 ?16.44 ?0.88 27.06 10.12 38.54 13.54 6.59 7.07 11.30 11.86 15.41

12.50 11.14 29.07 39.56 100.62 1.96 20.16 18.22 8.35 13.19 6.99 18.58 6.60 3.53 17.96 ?5.23 5.77 10.84 ?6.09 22.63 11.21 19.53 ?6.45 16.73 4.73 10.26 ?5.28 44.60 23.70 9.75

8.07 12.50 10.16 0.12 14.55 12.57 20.00 1.72 22.09 3.16 2.80 9.77 6.01 18.18 1.33 0.00 6.18 7.79

0.00 6.38 2.44 1.50 8.62 ?1.79 1.56 16.17 3.16 0.68 17.97 9.18 38.57 8.65 ?5.50 14.00 12.00 1.33 12.81 ?5.53 5.50 12.12 43.75 ?0.30 16.67 2.34 19.16 22.24 19.4 0.95

FA's 2014 RIA Ranking Sponsoredby

(By Total Assets)

trmRiXtrema

2013 total assets rank*

firm name

98 Wescott Financial Advisory Group 99 Pathstone Family Office 100 Beirne Wealth Consulting 101 Mainstay Capital Management 102 JMG Financial Group 103 WTAS 104 Warren Averett Asset Management 105 Greenwich Wealth Management 106 Westmount Asset Management 107 Hartland 108 Grimes & Company 109 RiverPoint Capital Management 110 EP Wealth Advisors 111 Forum Financial Management 112 Truepoint Wealth Counsel 113 Henssler Financial 114 Carroll Financial Associates 115 TCI Wealth Advisors 116 Fort Pitt Capital Group 117 HBKS Wealth Advisors 118 Miller Russell Associates 119 Investacorp Advisory Services 120 Osborne Partners Capital Management 121 Barrett Asset Management 122 The MDE Group 123 Hanson McClain Advisors 124 Foster Group 125 Valeo Financial Advisors 126 JFS Wealth Advisors 127 Destination Wealth Management 128 Accredited Investors 129 North American Management 130 Sage Financial Group 131 Dynasty Wealth Management 132 Filament 133 Covenant Multifamily Offices 134 Highline Wealth Management 135 Morton Capital Management 136 Sand Hill Global Advisors 137 SJS Investment Services 138 Cassaday & Company 139 IPI Wealth Management 140 Spire Investment Partners 141 Modera Wealth Management 142 Argent Wealth Management 143 Brouwer & Janachowski 144 Hamilton Capital Management 145 Family Management Corporation 146 Resource Consulting Group

location

Philadelphia, Pa. Fort Lee, N.J. Milford, Conn. Grand Blanc, Mich. Oak Brook, Ill. McLean, Va. Birmingham, Ala. Greenwich, Conn. Los Angeles, Calif. Cleveland, Ohio Westborough, Mass. Cincinnati, Ohio Torrance, Calif. Lombard, Ill. Cincinnati, Ohio Kennesaw, Ga. Charlotte, N.C. Tucson, Ariz. Pittsburgh, Pa. Erie, Pa. Phoenix, Ariz. Miami, Fla. San Francisco, Calif. New York, N.Y. Morristown, N.J. Sacramento, Calif. West Des Moines, Iowa Indianapolis, Ind. Hermitage, Pa. Walnut Creek, Calif. Edina, Minn. Boston, Mass. Conshohocken, Pa. New York, N.Y. Seattle, Wash. San Antonio, Texas Rockville, Md. Calabasas, Calif. Palo Alto, Calif. Sylvania, Ohio McLean, Va. Decatur, Ill. Reston, Va. Westwood, N.J. Waltham, Mass. Tiburon, Calif. Columbus, Ohio New York, N.Y. Orlando, Fla.

year end 2013

assets ($Mm)

1,820.09 1,812.93 1,805.00 1,729.91 1,704.00 1,685.01 1,683.98 1,661.46 1,651.50 1,637.64 1,631.90 1,619.26 1,616.00 1,615.62 1,615.36 1,603.03 1,567.41 1,533.82 1,530.84 1,530.65 1,530.55 1,523.09 1,478.83 1,475.00 1,465.44 1,461.67 1,455.99 1,442.88 1,434.13 1,419.44 1,377.10 1,360.94 1,357.00 1,356.68 1,346.00 1,341.81 1,334.92 1,321.26 1,307.61 1,303.00 1,302.43 1,300.75 1,288.61 1,287.50 1,282.07 1,280.00 1,278.90 1,272.58 1,262.33

% growth in

assets 2012-2013

24.48 22.03 13.92 34.95 11.15 11.84 14.07 17.46 21.85 31.81 14.03 17.52 20.15 58.66 25.27 17.87 14.86 25.55 23.90 22.40 ?10.50 15.62 11.69 20.61 4.21 19.90 13.16 22.24 59.47 15.68 22.93 15.81 35.63 ?23.34 16.71 1.27 11.29 16.17 21.41 18.45 30.58 29.47 29.82 13.56 110.84 18.85 25.26 2.06 25.16

assets per

client ($MM)**

4.42 21.84 3.73 0.48 2.99 6.41 2.53 16.78 1.94 4.85 1.10 2.95 0.98 0.83 2.34 1.36 0.65 1.11 1.13 0.59 3.55 0.22 2.67 7.09 7.15 0.45 1.59 2.06 1.26 1.01 3.44 3.76 2.38 39.90 22.43 5.10 6.48 1.88 5.71 2.51 1.09 0.45 0.25 2.08 6.41 2.29 1.08 2.23 3.51

% growth in assets per client

% change in no. of clients

4.24 ?0.03 ?5.62 26.61 4.90 ?10.27 7.91 ?0.34 15.57 29.86 8.57 ?12.45 14.32 14.14 10.91 14.46

5.29 14.72 20.14 13.51 ?20.05 7.51 15.73 22.92 2.17 13.16 5.12 8.80 16.04 6.59 16.78 6.85 26.34 ?34.61 ?18.30 ?13.75 ?2.76 10.88 1.26 9.34 5.41 1.55 47.30 9.16 15.96 ?4.15 9.51 ?4.19 14.73

19.42 22.06 20.70 6.59 5.96 24.64 5.71 17.86 5.44 1.50 5.03 34.23 5.10 39.00 12.95 2.98 9.09 9.44 3.13 7.83 11.95 7.55 ?3.49 ?1.89 1.99 5.96 7.65 12.36 37.42 8.53 5.26 8.38 7.36 17.24 42.86 17.41 14.44 4.77 19.90 8.33 23.88 27.49 ?11.86 4.03 81.82 24.00 14.38 6.5 9.09

*Discretionary and nondiscretionary assets under management reported on Form ADV. **Average assets per client relationship. Founded in 2013, not meaningful. Asset change resulted from reclassification of assets.

FA's 2014 RIA Ranking Sponsoredby

(By Total Assets)

trmRiXtrema

2013 total assets rank*

firm name

147 Balentine 148 Strategic Wealth Partners 149 Palisades Hudson Asset Management 150 Sequoia Financial Group 151 LLBH Private Wealth Management 152 Pinnacle Advisory Group 153 TFO-TDC 154 Fort Washington Investment Advisors 155 Frontier Investment Management 156 Courier Capital Corporation 157 GV Financial Advisors 158 Singer Xenos Wealth Management 159 Capstone Financial Advisors 160 FCE Group 161 TrustCore Financial Services 162 True North Advisors 163 Brightworth 164 Altfest Personal Wealth Management 165 Klingman and Associates 166 HHG & Company 167 Washington Wealth Management 168 Legacy Wealth Management 169 Carlson Capital Management 170 Atlas Private Wealth Management ASSET CATEGORY: $500 million to < $1 billion 171 West Financial Services 172 Guyasuta Investment Advisors 173 ProVise Management Group 174 Reynders, McVeigh Capital Management 175 Bragg Financial Advisors 176 The Harbor Group 177 Schneider Downs Wealth Management Advisors 178 Fairway Wealth Management 179 Kovack Advisors 180 Foster & Motley 181 Minneapolis Portfolio Management Group 182 Pure Financial Advisors 183 Evensky & Katz 184 Mission Wealth Management 185 WESCAP Group 186 Brookstone Capital Management 187 Sargent Bickham Lagudis 188 Private Ocean 189 Aureus Asset Management 190 Strategic Wealth Managemet Group 191 Delegate Advisors 192 Penniall & Associates 193 Sadoff Investment Management 194 Avondale Partners

location

Atlanta, Ga. Deerfield, Ill. Fort Lauderdale, Fla. Akron, Ohio Westport, Conn. Columbia, Md. Maumee, Ohio Cincinnati, Ohio Dallas, Texas Buffalo, N.Y. Atlanta, Ga. Coral Gables, Fla. Downers Grove, Ill. Great Neck, N.Y. Brentwood, Tenn. Dallas, Texas Atlanta, Ga. New York, N.Y. New York, N.Y. Darien, Conn. San Diego, Calif. Memphis, Tenn. Northfield, Minn. Williamstown, Mass.

McLean, Va. Pittsburgh, Pa. Clearwater, Fla. Boston, Mass. Charlotte, N.C. Bedford, N.H. Pittsburgh, Pa. Independence, Ohio Ft. Lauderdale, Fla. Cincinnati, Ohio Minneapolis, Minn. San Diego, Calif. Coral Gables, Fla. Santa Barbara, Calif. Burbank, Calif. Wheaton, Ill. Boulder, Colo. San Rafael, Calif. Boston, Mass. Columbia, Md. San Francisco, Calif. Pasadena, Calif. Milwaukee, Wis. Nashville, Tenn.

year end 2013

assets ($Mm)

1,261.51 1,259.00 1,254.52 1,221.77 1,217.52 1,215.59 1,197.12 1,191.60 1,188.63 1,184.89 1,184.03 1,122.00 1,121.85 1,093.73 1,085.37 1,082.53 1,077.62 1,074.48 1,073.05 1,069.74 1,030.82 1,022.78 1,013.00 1,003.63

% growth in

assets 2012-2013

?14.94 27.32 11.10 24.00 36.90 20.56 15.57 9.05 18.96 ?35.33 30.90 11.98 22.10 13.14 7.66 10.47 20.28 18.86 59.92 ?10.15 83.72 13.90 21.13 84.44

assets per

client ($MM)**

6.09 3.83 13.49 0.80 6.41 1.45 1.16 2.92 1.45 1.66 2.37 2.04 2.80 2.57 0.99 2.55 2.51 1.96 4.28 4.25 0.33 1.33 1.57 0.57

% growth in assets per client

% change in no. of clients

?17.82 14.93 7.52 16.45 15.28 10.24 7.18 6.38 9.67 ?38.95 17.81 ?0.24 6.22 6.49 ?1.15 8.13 11.03 9.95 54.18 ?10.51 13.38 5.14 9.71 42.28

3.50 10.77 3.33 6.48 18.75 9.36 7.82 2.51 8.47 5.93 11.11 12.24 14.94 6.25 8.91 2.16 8.33 8.10 3.72 0.40 62.05 8.33 10.41 29.63

984.59 984.22 983.00 978.23 960.65 953.57 951.37 917.00 913.91 913.18 907.73 904.60 903.91 903.06 892.18 887.00 881.47 880.25 875.00 874.76 862.10 851.52 850.00 848.94

17.22 20.25 29.68 20.39 20.56 8.74 25.85 17.11 12.91 16.75 31.07 49.20 14.04 25.34 16.51 62.75 1.69 16.42 25.00 11.06 11.49 30.49 32.50 23.48

1.73 3.94 1.22 2.38 2.13 1.75 2.12 6.89 0.25 2.14 0.61 0.76 2.41 1.67 1.98 0.11 2.33 2.11 14.58 2.29 45.37 1.42 1.47 3.77

12.27 14.96 ?1.37 13.65 13.86 14.72 11.55 5.67 ?2.65 7.16 22.34 14.29 4.91 6.38 5.38 40.92 ?8.54 16.98 4.17 92.75 ?6.11 30.49 26.31 ?3.96

4.41 4.60 31.48 5.93 5.88 ?5.21 12.81 10.83 15.99 8.95 7.14 30.55 8.70 17.83 10.57 15.49 11.18 ?0.48 20.00 ?42.38 18.75 0.00 4.90 28.57

*Discretionary and nondiscretionary assets under management reported on Form ADV. **Average assets per client relationship. Founded in 2013, not meaningful. Asset declined because project work for large client ended.

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