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Top 100 Fee-Only Wealth Management Firms of 2014

The CNBC Digital team presents our inaugural list of the Top 100 Fee-Only Wealth Management Firms, with full firm financial and contact information:


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Main office address 3400 College Blvd.,
Leawood, KS 66211
Main office telephone number 913-338-2727
Website www.thinkingbeyond.com
Years in business 31
Total assets under management $10,005,258,748
Advisory clients More than 100
Average account size $364,969
Assets under management growth 5 yrs annualized 58.5%
Main office address 111 W. Ocean Blvd.,
Suite 2300,
Long Beach, CA 90802-908
Main office telephone number 562-435-5657
Website www.halberthargrove.com
Years in business 26
Total assets under management $3,974,640,007
Advisory clients More than 100
Average account size $1,277,608
Assets under management growth 5 yrs annualized 29.7%
3. Wescott Financial Advisory Group, LLC
Main office address 30 S. 17th St.,
Philadelphia, PA 19103-4196
Main office telephone number 215-979-1600
Website www.wescott.com
Years in business 27
Total assets under management $1,820,089,800
Advisory clients More than 100
Average account size $4,417,694
Assets under management growth 5 yrs annualized 13.3%
Main office address 6010 Executive Blvd.,
Suite 900,
Rockville, MD 20852
Main office telephone number 301-770-9880
Website www.burtwealthadvisors.com
Years in business 29
Total assets under management $500,927,891
Advisory clients More than 100
Average account size $530,644
Assets under management growth 5 yrs annualized 12.3%
5. Point View Wealth Management, Inc.
Main office address 382 Springfield Ave.,
Suite 208,
Summit, NJ 07901
Main office telephone number 908-598-1717
Website www.ptview.com
Years in business 21
Total assets under management $179,440,685
Advisory clients More than 100
Average account size $449,726
Assets under management growth 5 yrs annualized 21.4%
6. Adams Hall Wealth Advisors, LLC
Main office address 4200 W. 115th St.,
Leawood, KS 66211
Main office telephone number 913-647-9700
Website www.adamshall.com
Years in business 18
Total assets under management $2,107,842,459
Advisory clients More than 100
Average account size $1,586,036
Assets under management growth 5 yrs annualized 19.8%
7. SMF Financial Advisors, LLC
Main office address 855 Valley Rd.,
Clifton, NJ 07013
Main office telephone number 973-472-6250
Website www.smfadvisors.com
Years in business 6
Total assets under management $552,480,785
Advisory clients More than 100
Average account size $449,171
Assets under management growth 5 yrs annualized 32.6%
8. Silveroak Wealth Management, LLC
Main office address 7650 Edinborough Way,
Edina, MN 55435
Main office telephone number 952-896-5700
Website www.silveroakwealth.com
Years in business 13
Total assets under management $489,730,390
Advisory clients More than 100
Average account size $625,454
Assets under management growth 5 yrs annualized 23.8%
Main office address 515 N. Flagler Dr.,
Suite 808 Northbridge Centre,
West Palm Beach, FL 33401
Main office telephone number 561-833-2882
Website www.carldomino.com
Years in business 10
Total assets under management $282,405,659
Advisory clients More than 100
Average account size $739,282
Assets under management growth 5 yrs annualized 11.1%
10. Regency Investment Advisors, Inc.
Main office address 1312 W. Herndon Ave.,
Suite 101,
Fresno, CA 93711
Main office telephone number 559-438-2640
Website www.regencyinvests.com
Years in business 21
Total assets under management $273,962,156
Advisory clients More than 100
Average account size $287,775
Assets under management growth 5 yrs annualized 16.2%
Main office address 101 W. Main St.,
Suite 700, World Trade Center,
Norfolk, VA 23510
Main office telephone number 757-625-7670
Website www.signatureus.com
Years in business 20
Total assets under management $3,133,138,169
Advisory clients More than 100
Average account size $3,203,618
Assets under management growth 5 yrs annualized 9.4%
12. Inverness Counsel, LLC
Main office address 845 Third Ave., 8th Floor,
New York, NY 10022-6601
Main office telephone number 212-207-2100
Website www.invernesscounsel.com
Years in business 23
Total assets under management $2,491,398,722
Advisory clients More than 100
Average account size $2,752,927
Assets under management growth 5 yrs annualized 2.8%
Main office address 1001 Grand Ave.,
West Des Moines, IA 50265-3502
Main office telephone number 515-226-9000
Website www.fostergrp.com
Years in business 23
Total assets under management $1,455,992,136
Advisory clients More than 100
Average account size $514,849
Assets under management growth 5 yrs annualized 15.5%
14. Bloom Asset Management, Inc.
Main office address 31275 Northwestern Hwy.,
Suite 145,
Farmington Hills, MI 48334
Main office telephone number 248-932-5200
Website www.bloomassetmanagement.com
Years in business 19
Total assets under management $1,029,126,501
Advisory clients More than 100
Average account size $242,147
Assets under management growth 5 yrs annualized 15%
15. Lodestar Private Asset Management LLC
Main office address 3201 Danville Blvd.,
Suite 275,
Alamo, CA 94507
Main office telephone number 925-838-1234
Website www.lodestarpam.com
Years in business 24
Total assets under management $359,802,381
Advisory clients More than 100
Average account size $535,420
Assets under management growth 5 yrs annualized 11.8%
16. Carlson Capital Management
Main office address 11 Bridge Square,
Northfield, MN 55057
Main office telephone number 507-645-8887
Website www.carlsoncap.com
Years in business 24
Total assets under management $1,176,543,794
Advisory clients More than 100
Average account size $270,843
Assets under management growth 5 yrs annualized 10.3%
17. CPS Investment Advisors
Main office address 1509 S. Florida Ave.,
Lakeland, FL 33803
Main office telephone number 863-688-1725
Website www.cpalliance.com
Years in business 25
Total assets under management $754,833,046
Advisory clients More than 100
Average account size $272,700
Assets under management growth 5 yrs annualized 17.2%
18. Jackson Thornton Asset Management, LLC
Main office address 200 Commerce St.,
Montgomery, AL 36104
Main office telephone number 334-834-7660
Website www.jt-am.com
Years in business 12
Total assets under management $777,537,606
Advisory clients More than 100
Average account size $623,527
Assets under management growth 5 yrs annualized 13.8%
19. Jones Barclay Boston & Co.
Main office address 1718 Gaylord St.,
Denver, CO 80206
Main office telephone number 303-592-4282
Website www.jb2.net
Years in business 20
Total assets under management $307,163,316
Advisory clients More than 100
Average account size $529,592
Assets under management growth 5 yrs annualized 16.5%
20. Financial Designs Corp.
Main office address 540 W Baseline Rd.,
Suite 10,
Claremont, CA 91711
Main office telephone number 909-626-1642
Website www.financialdesignscorp.com
Years in business 19
Total assets under management $266,108,000
Advisory clients More than 100
Average account size $251,520
Assets under management growth 5 yrs annualized 17%
21. Segall Bryant & Hamill
Main office address 10 S. Wacker Dr.,
Suite 3500,
Chicago, IL 60606-7407
Main office telephone number 312-474-1222
Website www.sbhic.com
Years in business 20
Total assets under management $9,468,095,251
Advisory clients More than 100
Average account size $3,517,123
Assets under management growth 5 yrs annualized 18.3%
22. BKD Wealth Advisors, LLC
Main office address 910 E Saint Louis St.,
Suite 200,
Springfield, MO 65806
Main office telephone number 417-866-5822
Website www.bkd.com
Years in business 15
Total assets under management $1,975,748,004
Advisory clients More than 100
Average account size $639,608
Assets under management growth 5 yrs annualized 12.1%
Main office address 1802 Bayberry Ct.,
Suite 400,
Richmond, VA 23226-3767
Main office telephone number 804-288-0404
Website www.lowebrockenbrough.com
Years in business 44
Total assets under management $2,041,036,116
Advisory clients More than 100
Average account size $2,911,606
Assets under management growth 5 yrs annualized 18.5%
24. Warren Averett Asset Management, LLC
Main office address 2500 Acton Rd.,
Birmingham, AL 35243
Main office telephone number 205-979-4100
Website www.waasset.com
Years in business 13
Total assets under management $1,729,526,529
Advisory clients More than 100
Average account size $1,163,098
Assets under management growth 5 yrs annualized 35.5%
25. LBMC Investment Advisors, LLC
Main office address 5250 Virginia Way,
Suite 300,
Brentwood, TN 37027
Main office telephone number 615-377-4603
Website www.lbmc.com
Years in business 16
Total assets under management $904,157,881
Advisory clients More than 100
Average account size $1,353,530
Assets under management growth 5 yrs annualized 25.6%
26. Durbin Bennett Peterson Private Wealth Management, LLC
Main office address 100 Congress Ave.,
Suite 1600,
Austin, TX 78701
Main office telephone number 512-439-4800
Website www.dbpaustin.com
Years in business 13
Total assets under management $867,318,866
Advisory clients More than 100
Average account size $1,056,418
Assets under management growth 5 yrs annualized 17%
27. Capital Performance Advisors, LLP
Main office address 165 Lennon Ln.,
Suite 200,
Walnut Creek, CA 94598
Main office telephone number 925-938-5188
Website www.cpacapital.com
Years in business 14
Total assets under management $1,006,637,423
Advisory clients More than 100
Average account size $382,316
Assets under management growth 5 yrs annualized 14%
28. Windham Brannon Financial Group, LLC
Main office address 3630 Peachtree Rd. NE,
Suite 600,
Atlanta, GA 30326
Main office telephone number 404-898-2000
Website www.wbfinancial.com
Years in business 14
Total assets under management $860,974,328
Advisory clients More than 100
Average account size $608,033
Assets under management growth 5 yrs annualized 19.4%
29. Heritage Investment Group, Inc.
Main office address 2480 NE 23rd St.,
Pompano Beach, FL 33062
Main office telephone number 954-785-5400
Website www.heritageinvestment.com
Years in business 13
Total assets under management $816,266,207
Advisory clients More than 100
Average account size $638,207
Assets under management growth 5 yrs annualized 12.2%
30. Sanderson Wealth Management, LLC
Main office address 750 Key Tower,
50 Fountain Plaza,
Buffalo, NY 14202
Main office telephone number 716-566-2420
Website www.sandersonLLC.com
Years in business 12
Total assets under management $605,000,000
Advisory clients More than 100
Average account size $672,222
Assets under management growth 5 yrs annualized 12.8%
Main office address 13616 California St.,
Suite 300,
Omaha, NE 68154
Main office telephone number 402-827-2300
Website www.lutzfinancial.com
Years in business 11
Total assets under management $611,958,870
Advisory clients More than 100
Average account size $456,345
Assets under management growth 5 yrs annualized 26.9%
32. PBMares Wealth Management, LLC
Main office address 434 McLaws Circle,
Suite 201,
Williamsburg, VA 23185
Main office telephone number 757-229-7180
Website www.pbmareswealth.com
Years in business 11
Total assets under management $339,985,183
Advisory clients More than 100
Average account size $297,190
Assets under management growth 5 yrs annualized 29.8%
33. KR Financial Services, Inc.
Main office address 4000 Hollywood Blvd.,
Suite 215 South,
Hollywood, FL 33021
Main office telephone number 954-919-5737
Website www.krfinancialservices.com
Years in business 11
Total assets under management $306,963,701
Advisory clients More than 100
Average account size $361,985
Assets under management growth 5 yrs annualized 23.9%
34. Kraft Asset Management, LLC
Main office address 555 Great Circle Rd.,
Nashville, TN 33021
Main office telephone number 615-782-4264
Website www.kraftasset.com
Years in business 8
Total assets under management $216,863,351
Advisory clients More than 100
Average account size $624,966
Assets under management growth 5 yrs annualized 19.9%
35. Buckingham Asset Management, LLC
Main office address 8182 Maryland Ave.,
Suite 500,
St. Louis, MO 63105
Main office telephone number 314-725-0455
Website www.bamservices.com
Years in business 7
Total assets under management $5,601,418,745
Advisory clients More than 100
Average account size $593,559
Assets under management growth 5 yrs annualized 31.9%
36. Balasa Dinverno Foltz, LLC
Main office address 500 Park Blvd.,
Suite 1400,
Itasca, IL 60143
Main office telephone number 630-875-4900
Website www.bdfLLC.com
Years in business 13
Total assets under management $2,769,205,778
Advisory clients More than 100
Average account size $687,831
Assets under management growth 5 yrs annualized 18.6%
37. South Texas Money Management, Ltd.
Main office address 700 N. St. Mary's St.,
Suite 100,
San Antonio, TX 78205
Main office telephone number 210-824-8916
Website www.stmmltd.com
Years in business 14
Total assets under management $2,170,139,720
Advisory clients More than 100
Average account size $945,183
Assets under management growth 5 yrs annualized 9.1%
Main office address 600 Peachtree St. NE,
Suite 2700,
Atlanta, GA 30308-2265
Main office telephone number 404-253-7600
Website www.signaturefd.com
Years in business 13
Total assets under management $2,035,213,395
Advisory clients More than 100
Average account size $2,949,585
Assets under management growth 5 yrs annualized 18.4%
39. Waddell & Associates, Inc.
Main office address 5188 Wheelis Dr.,
Memphis, TN 38117
Main office telephone number 901-767-9187
Website www.waddellandassociates.com
Years in business 28
Total assets under management $771,498,814
Advisory clients More than 100
Average account size $278,018
Assets under management

growth 5 yrs annualized

18%
40. Beaird Harris Wealth Management
Main office address 12221 Merit Dr.,
Suite 750,
Dallas, TX 75251
Main office telephone number 972-503-1040
Website www.bh-co.com
Years in business 18
Total assets under management $656,684,958
Advisory clients More than 100
Average account size $482,502
Assets under management growth 5 yrs annualized 21.4%
41. Sandhill Investment Management
Main office address 360 Delaware Ave.,
Suite 402,
Buffalo, NY 14202
Main office telephone number 716-852-0279
Website www.sandhill-im.com
Years in business 10
Total assets under management $503,188,768
Advisory clients More than 100
Average account size $662,090
Assets under management growth 5 yrs annualized 33.9%
42. DT Investment Partners, LLC
Main office address 1 Dickinson Dr.,
Suite 105, Brandywine Five,
Chadds Ford, PA 19317
Main office telephone number 484-778-4425
Website www.dtinvestmentpartners.com
Years in business 3
Total assets under management $494,281,056
Advisory clients More than 100
Average account size $526,391
Assets under management growth 5 yrs annualized 18.6%
43. Schenck Investment Solutions, LLC
Main office address 200 E. Washington St.,
Suite 4,
Appleton, WI 54911
Main office telephone number 920-996-1316
Website www.schencksc.com
Years in business 12
Total assets under management $481,009,035
Advisory clients More than 100
Average account size $619,857
Assets under management growth 5 yrs annualized 19.8%
44. Wagner Bowman Management Corp.
Main office address 1777 Reisterstown Rd.,
Suite 295-B,
Baltimore, MD 21208
Main office telephone number 410-653-7979
Website www.wagnercapital.net
Years in business 28
Total assets under management $389,102,000
Advisory clients More than 100
Average account size $342,519
Assets under management growth 5 yrs annualized 7.5%
45. Fiduciary Financial Services Of The Southwest, Inc.
Main office address 12222 Merit Dr.,
Suite 920,
Dallas, TX 75251-2268
Main office telephone number 972-934-9070
Website www.ffss.net
Years in business 24
Total assets under management $377,041,387
Advisory clients More than 100
Average account size $530,297
Assets under management growth 5 yrs annualized 10.7%
46. HBC Financial Services, LLC
Main office address 1200 Westlake Ave. North,
Suite 902,
Seattle, WA 98109
Main office telephone number 206-548-5000
Website www.advisercpa.com
Years in business 9
Total assets under management $193,478,359
Advisory clients More than 100
Average account size $404,766
Assets under management growth 5 yrs annualized 21.3%
Main office address 8 Rabble Rd.,
Orinda, CA 94563
Main office telephone number 415-227-9800
Website www.lowerythomas.com
Years in business 14
Total assets under management $142,978,873
Advisory clients More than 100
Average account size $402,757
Assets under management growth 5 yrs annualized 12.6%
Main office address 7711 Bonhomme Ave.,
Suite 400,
Clayton, MO 63105
Main office telephone number 314-862-5190
Website www.matterfamilyoffice.com
Years in business 24
Total assets under management $2,487,712,352
Advisory clients More than 100
Average account size $14,134,729
Assets under management growth 5 yrs annualized 28.9%
49. Empirical Wealth Management
Main office address 1420 5th Ave.,
Suite 3150,
Seattle, WA 98101
Main office telephone number 206-923-3474
Website www.empirical.net
Years in business 3
Total assets under management $808,315,484
Advisory clients More than 100
Average account size $302,287
Assets under management growth 5 yrs annualized 40.6%
50. Grandfield & Dodd, LLC
Main office address 40 Wall St.,
Suite 4700,
New York, NY 10005
Main office telephone number 212-477-9626
Website www.grandfield-dodd.com
Years in business 13
Total assets under management $885,545,264
Advisory clients More than 100
Average account size $1,051,716
Assets under management growth 5 yrs annualized 8.5%
51. AKT Wealth Advisors, LP
Main office address 5665 SW. Meadows Rd.,
Suite 200,
Lake Oswego, OR 97035
Main office telephone number 503-620-5329
Website www.wealthadvisors.com
Years in business 6
Total assets under management $674,224,003
Advisory clients More than 100
Average account size $726,534
Assets under management growth 5 yrs annualized 26.8%
52. PrairieView Partners, LLC
Main office address 413 Wacouta St.,
Suite 300,
St. Paul, MN 55101
Main office telephone number 651-233-1100
Website www.prairieviewpartners.com
Years in business 7
Total assets under management $300,449,428
Advisory clients More than 100
Average account size $257,897
Assets under management growth 5 yrs annualized 27.2%
53. Kuntz Lesher Capital, LLC
Main office address 1800 Fruitville Pike,
Lancaster, PA 17601
Main office telephone number 717-399-1700
Website www.klcinvest.com
Years in business 8
Total assets under management $297,673,112
Advisory clients More than 100
Average account size $335,217
Assets under management growth 5 yrs annualized 21.2%
54. Tellone Management Group, Inc.
Main office address 6200 E. Canyon Rim Rd.,
Suite 201,
Anaheim Hills, CA 92807
Main office telephone number 714-998-2290
Website www.tellone.com
Years in business 27
Total assets under management $305,238,239
Advisory clients More than 100
Average account size $286,071
Assets under management growth 5 yrs annualized 14.6%
55. Mason Road Wealth Advisors, LLC
Main office address 424 S Woods Mill Rd.,
Suite 340,
Chesterfield, MO 63017
Main office telephone number 314-590-0000
Website www.mrwaLLC.com
Years in business 8
Total assets under management $277,098,475
Advisory clients More than 100
Average account size $361,276
Assets under management growth 5 yrs annualized 25.5%
56. Pennington Financial Group
Main office address 11246 Gold Express Dr.,
Suite 102,
Gold River, CA 95670
Main office telephone number 916-635-5858
Website www.pfgadvisor.com
Years in business 14
Total assets under management $190,631,164
Advisory clients More than 100
Average account size $354,993
Assets under management growth 5 yrs annualized 9.6%
57. McCarthy Asset Management, Inc.
Main office address 3 Lagoon Dr.,
Suite 155,
Redwood City, CA 94065
Main office telephone number 650-610-9540
Website www.mamportfolios.com
Years in business 12
Total assets under management $173,024,026
Advisory clients More than 100
Average account size $275,955
Assets under management growth 5 yrs annualized 15.9%
58. Geller Family Office Services, LLC
Main office address 909 Third Ave.,
New York, NY 10022
Main office telephone number 212-583-6001
Website www.gellerfamilyofficeservices.com
Years in business 9
Total assets under management $2,158,545,843
Advisory clients 26-100
Average account size $4,632,073
Assets under management growth 5 yrs annualized -12.2%
59. Jacobsen Capital Management
Main office address 280 S. 400 West,
Suite 220,
Salt Lake City, UT 84101
Main office telephone number 801-746-7171
Website www.jacobsencapital.com
Years in business 10
Total assets under management $161,266,359
Advisory clients 26-100
Average account size $556,091
Assets under management growth 5 yrs annualized 19.9%
60. Disciplined Investments, LLC
Main office address 2222 S. Utica Pl.,
Suite 200,
Tulsa, OK 74114
Main office telephone number 918-388-2690
Website www.ht-di.com
Years in business 10
Total assets under management $159,516,279
Advisory clients 26-100
Average account size $635,523
Assets under management growth 5 yrs annualized 44.1%
Main office address 2030 1st Ave.,
3rd Floor,
Seattle, WA 98121
Main office telephone number 206-258-5000
Website www.brightonjones.com
Years in business 14
Total assets under management $2,517,020,882
Advisory clients More than 100
Average account size $3,073,286
Assets under management growth 5 yrs annualized 17.8%
62. Foster & Motley , Inc.
Main office address 7755 Montgomery Rd.,
Suite 100,
Cincinnati, OH 45236
Main office telephone number 513-561-6640
Website www.fosterandmotley.com
Years in business 18
Total assets under management $913,177,311
Advisory clients More than 100
Average account size $1,619,109
Assets under management growth 5 yrs annualized 14.3%
Main office address 3500 Pentagon Blvd.,
Suite 200,
Beavercreek, OH 45431
Main office telephone number 937-222-9531
Website www.chdean.com
Years in business 39
Total assets under management $548,422,458
Advisory clients More than 100
Average account size $1,179,403
Assets under management growth 5 yrs annualized 11.6%
64. SB Capital Management, Inc.
Main office address 6345 Balboa Blvd.,
Building 4 Suite 375,
Encino, CA 91316
Main office telephone number 818-774-1000 X 105
Website www.sbcapitalmanagement.com
Years in business 11
Total assets under management $499,525,023
Advisory clients More than 100
Average account size $671,405
Assets under management growth 5 yrs annualized 11.2%
65. The Proper Analysis Corp.
Main office address 3201 Enterprise Pkwy.,
Suite 320,
Beachwood, OH 44122
Main office telephone number 216-595-3842
Website www.properanalysis.com
Years in business 22
Total assets under management $328,347,066
Advisory clients More than 100
Average account size $344,540
Assets under management growth 5 yrs annualized 11.6
66. Thor Investment Management, Inc.
Main office address 7346 Beechmont Ave.,
Cincinnati, OH 45230
Main office telephone number 513-271-6777
Website www.thorinvestment.com
Years in business 22
Total assets under management $324,309,000
Advisory clients More than 100
Average account size $233,484
Assets under management growth 5 yrs annualized 13.9%
67. Asset Strategies, Inc.
Main office address 111 W. 2nd St.,
Suite 608,
Casper, WY 82601
Main office telephone number 307-266-4525
Website www.asset-strategies-inc.com
Years in business 12
Total assets under management $299,562,620
Advisory clients More than 100
Average account size $1,291,218
Assets under management growth 5 yrs annualized 15.3%
68. White Oaks Wealth Advisors, Inc.
Main office address IDS Center
80 S. Eighth St.,
Suite 1725,
Minneapolis, MN 55402-2123
Main office telephone number 612-455-6900
Website www.whiteoakswealth.com
Years in business 18
Total assets under management $429,880,453
Advisory clients More than 100
Average account size $1,692,443
Assets under management growth 5 yrs annualized 19.5%
69. East Coast Asset Management, LLC
Main office address 16 Martin St.,
Essex, MA 01929
Main office telephone number 978-801-0860
Website www.eastcoastasset.com
Years in business 6
Total assets under management $377,388,412
Advisory clients More than 100
Average account size $474,106
Assets under management growth 5 yrs annualized 57.5%
70. GreerWalker Wealth Management, LLC
Main office address 227 W. Trade St.,
Suite 1100,
Charlotte, NC 28202
Main office telephone number 704-377-0239
Website www.greerwalker.com
Years in business 12
Total assets under management $327,225,563
Advisory clients More than 100
Average account size $1,105,492
Assets under management growth 5 yrs annualized 10%
71. William Mack & Associates, Inc.
Main office address 1301 W. Long Lake Rd.,
Suite 115,
Troy, MI 48098
Main office telephone number 248-643-4310
Website www.wmack.com
Years in business 22
Total assets under management $259,100,000
Advisory clients More than 100
Average account size $694,638
Assets under management growth 5 yrs annualized -2.8%
72. Whitener Capital Management, Inc.
Main office address 105 Candlewood Rd.,
Suite A # 4,
Rocky Mount, NC,
27804
Main office telephone number 252-972-8908
Website www.whitenercapital.com
Years in business 27
Total assets under management $151,534,000
Advisory clients More than 100
Average account size $234,573
Assets under management growth 5 yrs annualized 11%
73. Crowley Wealth Management, Inc.
Main office address 3201-B Millcreek Rd.,
Wilmington, DE 19808
Main office telephone number 302-994-4700
Website www.crowleywealthmanagement.com
Years in business 27
Total assets under management $158,798,119
Advisory clients More than 100
Average account size $222,095
Assets under management growth 5 yrs annualized 16.6%
74. Pathstone Family Office, LLC
Main office address 1 Bridge Plaza North,
Suite 550,
Fort Lee, NJ 07024
Main office telephone number 201-944-7284
Website www.pathstone.com
Years in business 5
Total assets under management $1,812,932,738
Advisory clients 26-100
Average account size $1,178,760
Assets under management growth 5 yrs annualized 54.2%
75. Raffa Wealth Management, LLC
Main office address 1899 L St. NW
7th Floor,
Washington, DC 20036
Main office telephone number 202-955-6734
Website www.raffawealth.com
Years in business 7
Total assets under management $435,399,587
Advisory clients More than 100
Average account size $4,268,623
Assets under management growth 5 yrs annualized 27.3%
76. Kyle Financial Services
Main office address 10850 W. Park Pl.,
Suite 500,
Milwaukee, WI 53224
Main office telephone number 414-359-2020
Website www.kylefinancial.com
Years in business 12
Total assets under management $187,156,241
Advisory clients 26-100
Average account size $895,484
Assets under management growth 5 yrs annualized 14.8%
77. Mercer Global Advisors, Inc.
Main office address 1801 E. Cabrillo Blvd.,
Santa Barbara, CA 93108
Main office telephone number 800-258-1559
Website www.merceradvisors.com
Years in business 6
Total assets under management $5,512,472,775
Advisory clients More than 100
Average account size $343,585
Assets under management growth 5 yrs annualized 16.2%
78. Smith & Howard Wealth Management, LLC <


Category: Advisor

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Main office address 271 17th St. NW,
Suite 1600,
Atlanta, GA 30363
Main office telephone number 404-874-6244
Website www.smithhowardwealth.com
Years in business 15
Total assets under management $511,164,913