SMALL EMPLOYER CATEGORY (15 - 29 U.S. EMPLOYEES)
Rank
Company
1
Berman McAleer, LLC
2
Legacy Wealth Management, Inc.
3
CIC Wealth
4
Richard P. Slaughter Associates, Inc
5
Appleseed Capital
6
Miracle Mile Advisors
7
True North Advisors
8
BSW Wealth Partners
9
Center For Financial Planning
10
Pensionmark Financial Group
11
Per Stirling Capital Management, LLC
12
Covington Capital Management
13
NCA Financial Planners
14
Private Ocean LLC
15
Greenspring Wealth Management
16
Provise Management Group, LLC
17
Armstrong, Fleming & Moore Inc.
18
Petersen Hastings Investment Management
19
CJM Wealth Advisers, Ltd.
20
West Financial Services, Inc.
21
Lassus Wherley
22
Halbert Hargrove Global Advisors, LLC
23
Pell Wealth Partners
24
Bartholomew & Company, Inc.
MEDIUM EMPLOYER CATEGORY (30 - 49 U.S. EMPLOYEES)
Rank
Company
1
JMG Financial Group
2
Accredited Investors Wealth Management
3
Cassaday & Company, Inc.
4
MRA Associates
5
Axial Financial Group
6
Signature Family Wealth Advisors
7
SYM Financial Advisors
8
Fragasso Financial Advisors
9
Exemplar Financial Network
10
Carson Wealth Management Group
11
AEPG Wealth Strategies
12
Private Vista, LLC
13
Merit Financial Advisors
LARGE EMPLOYER CATEGORY (50 OR MORE U.S. EMPLOYEES)
Rank
Company
1
Balasa Dinverno Foltz LLC
2
Signature Estate & Investment Advisors
3
Gurtin Municipal Bond Management
4
Tolleson Wealth Management
5
SignatureFD, LLC
6
Cedar Brook Group
7
The Colony Group
8
Modera Wealth Management, LLC
9
RegentAtlantic
10
Adviser Investments LLC
11
Savant Capital Management
12
Moneta Group
13
Bronfman Rothschild

 

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