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The Top 50 Fastest-Growing

Firms

TOP 50 FASTEST-GROWING FIRMS* WithMore Than $500 Million In AUM

GROWTH RANK

FIRM NAME

LOCATION

2020 CLIENTS

YEAR END 2020 ASSETS

($MM)*

% GROWTH IN ASSETS 2019-2020

% GROWTH IN ASSETS PER CLIENT

1 Brookstone Capital Management

Wheaton, Ill.

34,000

7,015.84

137.83%

22.41%

2 AlphaCore Capital 3 Inspire Investing

La Jolla, Calif. Hollister, Calif.

764

998.27

472

1,314.26

136.01% 107.10%

46.43% 105.35%

4 Cresset 5 Apella Capital

Chicago, Ill. Glastonbury, Conn.

950 2,004

11,677.08 1,662.00

93.13% 91.25%

-8.11% 72.84%

6 Pathstone 7 R|W Investment Management

Boston, Mass. Boise, Idaho

1,000 818

19,577.07 1,246.72

90.97% 87.80%

-42.90% 9.28%

8 Modera Wealth Management

9

Diversified Lifelong Advisors

10 Wealth Enhancement Group

11 Foundations Investment Advisors

Westwood, N.J. Wilmington, Del. Plymouth, Minn. Phoenix, Ariz.

1,909 993

23,594 8,096

4,957.47 914.78

24,264.06 1,744.12

80.52% 80.10% 75.55% 69.67%

32.67% 24.60% 25.51% 8.24%

12 CIBC Private Wealth, US

Atlanta, Ga.

13

Cary Street Partners Investment Advisory

Richmond, Va.

8,270 3,093

45,888.99 3,254.68

69.51% 67.69%

61.72% N/A

14 Signature Estate & Investment Advisors

15 Axxcess Wealth Management

16

Lake Street Advisors

17 Aveo Capital Partners

Los Angeles, Calif. Carlsbad, Calif. Portsmouth, N.H. Greenwood Village, Colo.

9,391 6,382

55 1,102

13,632.02 2,096.68 2,910.53 1,027.75

65.52% 62.95% 57.26% 55.72%

46.38% -47.91% 48.68% 40.74%

18 EP Wealth Advisors 19 Titleist Asset Management

Torrance, Calif. San Antonio, Texas

8,300 1,023

10,751.30 831.19

55.14% 54.79%

2.80% 31.64%

20 Peavine Capital 21 Bordeaux Wealth Advisors

Reno, Nev. Menlo Park, Calif.

23

538.00

159

3,470.10

53.71% 52.47%

153.96% 21.78%

22 Resource Management 23 Abound Wealth Management

Metairie, La. Franklin, Tenn.

550

1,750.00

347

501.39

51.80% 50.09%

44.90% 15.48%

24 Greenwich Wealth Management 25 Fiducient Advisors

Greenwich, Conn. Chicago, Ill.

178

2,197.15

592

28,304.26

49.95% 48.04%

37.32% 11.28%

26 AE Wealth Management 27 Mirador Capital Partners

Topeka, Kan. Pleasanton, Calif.

52,453 500

12,637.10 536.00

47.22% 46.45%

19.22% 34.73%

28 Capital Wealth Planning 29 True North Advisors

Naples, Fla. Dallas, Texas

4,889 584

2,610.57 2,338.10

46.41% 46.01%

7.27% 38.51%

30 Annex Wealth Management 31 Cabana Asset Management

Elm Grove, Wis. Fayetteville, Ark.

5,306 7,272

3,785.32 1,481.53

46.00% 45.76%

26.99% 4.05%

32 Creative Planning

33 Mission Wealth Management

34

HoyleCohen

35 McKinley Carter Wealth Services

36 Quadrant Private Wealth

Overland Park, Kan. Santa Barbara, Calif. San Diego, Calif. Wheeling, W.Va. Bethlehem, Pa.

40,979 1,638 1,200 1,694

630

69,482.47 3,725.61 2,766.23 1,814.68

991.91

45.00% 44.64% 42.85% 42.62% 42.47%

8.21% 8.62% 39.28% -20.36% -14.07%

37 Robertson Stephens Wealth Management San Francisco, Calif.

38

Lido Advisors

Los Angeles, Calif.

39 One Capital Management

Westlake Village, Calif.

40 Frazier Financial Advisors

Dublin, Ohio

346 2,820 1,359

335

1,707.54 7,692.39 2,285.78

510.00

42.43% 42.36% 42.15% 41.67%

3.32% 2.88% 4.60% 31.09%

41 Rollins Financial 42 Covington Capital Management

Atlanta, Ga. Los Angeles, Calif.

893

953.82

431

3,584.28

41.38% 40.19%

31.24% 59.38%

43 Regatta Capital Group 44 Ritholtz Wealth Management

El Segundo, Calif. New York, N.Y.

800 1,458

682.41 1,806.28

40.09% 39.09%

18.20% 6.27%

45 Ensemble Capital Management 46 PDS Planning

Burlingame, Calif. Dublin, Ohio

245

1,399.26

588

941.73

38.44% 38.04%

14.14% 27.95%

47 Abacus Wealth Partners 48 AJ Wealth

Santa Monica, Calif. New York, N.Y.

1,670 241

3,750.00 2,037.00

37.56% 37.36%

29.33% 24.25%

49 Paragon Capital Management 50 Miracle Mile Advisors

Denver, Colo. Los Angeles, Calif.

149

1,115.93

695

2,012.82

36.65% 36.41%

40.31% 11.68%

Correction to 2019 AUM due to reporting error by firm.

This PDF is for your personal, non-commercial use only. Reproductions and distribution of its contents are strictly prohibited. For reprints of the PDF please contact Susanna Marra at 732-450-8866 ext 24 or susanna@fa-.

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