SMALL EMPLOYER CATEGORY (15 - 29 U.S. EMPLOYEES)
Rank
Company Name
1
Berman McAleer
2
CIC Wealth
3
Legacy Wealth Management, Inc.
4
Richard P. Slaughter Associates, Inc.
5
Miracle Mile Advisors
6
BSW Wealth Partners
7
True North Advisors
8
Wealthquest
9
Center For Financial Planning
10
MOISAND FITZGERALD TAMAYO, LLC
11
Viewpoint Financial Network
12
Integrated Financial Partners
13
Tycor Benefit Administrators, Inc.
14
Petersen Hastings Investment Management
15
Investmark Advisory Group
16
Multnomah Group
17
Hemington Wealth Management, LLC
18
Armstrong, Fleming & Moore Inc.
19
SHP Financial, LLC
20
AEPG Wealth Strategies
21
Lassus Wherley, a Subsidiary of Peapack-Gladstone Bank
22
Greenspring Advisors, LLC
23
NCA Financial Planners
24
Wacker Wealth Partners
25
Smith Anglin Financial LLC
26
Bartholomew & Company, Inc.
27
Willis Johnson & Associates
28
Meyer Capital Group
MEDIUM EMPLOYER CATEGORY (30 - 49 U.S. EMPLOYEES)
Rank
Company Name
1
Cassaday & Company, Inc.
2
Morton Capital
3
Per Stirling Capital Management, LLC
4
Executive Wealth Management
5
Private Ocean
6
Accredited Investors Wealth Management
7
Halbert Hargrove Global Advisors, LLC
8
Provise Management Group
9
RTD Financial
10
Provenance Wealth Advisors
11
McKinley Carter Wealth Services, Inc.
12
RegentAtlantic
13
West Financial Services, Inc.
14
Private Vista LLC
15
Concorde Investment Services
16
TDC Investment Advisory
17
Fragasso Financial Advisors
18
Westmount Asset Management, LLC
19
Frontier Investment Mgmt Co
20
Altfest Personal Wealth Management
LARGE EMPLOYER CATEGORY (50 OR MORE U.S. EMPLOYEES)
Rank
Company Name
1
Massey, Quick, Simon & Co., LLC
2
Merit Financial Advisors
3
Balasa Dinverno Foltz LLC
4
Sullivan Bruyette Speros & Blayney
5
MRA Associates
6
Allen & Company of Florida, Inc
7
JMG Financial Group
8
Cresset
9
Bridgeworth, LLC
10
SignatureFD
11
Barnum Financial Group
12
Steward Partners Global Advisory
13
SYM Financial Advisors
14
Adviser Investments, LLC
15
Cedar Brook Group
16
Strategies for Wealth
17
Signature Estate & Investment Advisors, LLC.
18
Modera Wealth Management
19
Forward Investment Services
20
Carson Wealth Management Group
21
Moneta
22
Tolleson Wealth Management
23
Advance Capital Management
24
Westwood Wealth Management, a division of Westwood Holdings Group (WHG)
25
Bronfman Rothschild
26
CAPTRUST
27
Synergy Wealth Solutions, a MassMutual Agency

 

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