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SMALL EMPLOYER CATEGORY (15 - 29 US EMPLOYEES)
Rank
Company
1
Your Wealth Effect
2
Richard P Slaughter Associates
3
CIC Wealth
4
BSW Wealth Partners
5
Spectrum Investment Advisors
6
Rowling & Associates
7
Wealthquest
8
Pell Wealth Partners
9
Durbin Bennett Private Wealth Management
10
Legacy Wealth Management, Inc.
11
Hemington Wealth Management, LLC
12
Viewpoint Financial Network
13
Greenspring Advisors, LLC
14
Moisand Fitzgerald Tamayo, LLC
15
Miracle Mile Advisors
16
Vintage Financial Services, LLC
17
Center for Financial Planning, Inc.
18
Multnomah Group, Inc.
19
Petersen Hastings
20
Gerber Kawasaki Wealth & Investment Management
21
Burnham Gibson Wealth Advisors, Inc.
22
Alesco Advisors LLC
23
Smith Anglin Financial
24
The Planning Center
25
Mersberger Financial Group, Inc.
26
Rodgers & Associates, Ltd.
27
Cypress Point Wealth Management
28
Millennium Advisory Services, Inc.
29
SHP Financial, LLC
30
Willis Johnson & Associates
31
Fairway Wealth Management
MEDIUM EMPLOYER CATEGORY (30 - 49 US EMPLOYEES)
Rank
Company
1
Mission Wealth Management, LP (MWM)
2
Integrated Partners
3
Concorde Investment Services
4
Strategic Financial Services
5
Per Stirling Capital Management
6
Morton Capital
7
RTD Financial
8
Ellenbecker Investment Group
9
Johnson Brunetti
10
West Financial Services, Inc.
11
True North Advisors
12
Halbert Hargrove
13
Mesirow Financial Wealth Advisors
14
Private Vista LLC
15
Fragasso Financial Advisors
16
Cornerstone Advisors Asset Management, LLC
17
Westmount Asset Management, LLC
18
Lakeside Wealth Management
19
Altfest Personal Wealth Management
LARGE EMPLOYER CATEGORY (50 OR MORE US EMPLOYEES)
Rank
Company
1
Cassaday & Company, Inc.
2
Balasa Dinverno Foltz LLC
3
Bridgeworth Financial, LLC
4
Bailard, Inc.
5
Simon Quick Advisors
6
Strategic Retirement Partners, LLC.
7
MRA Associates
8
Facet Wealth
9
JMG Financial Group
10
SignatureFD
11
Sullivan, Bruyette, Speros & Blayney, LLC
12
Modera Wealth Management
13
Merit Financial Advisors
14
Abacus
15
Barnum Financial Group
16
Adviser Investments, LLC
17
Private Ocean Wealth Management
18
RegentAtlantic
19
Accredited Investors Wealth Management
20
Cerity Partners
21
Allworth Financial
22
Homrich Berg
23
Tolleson Wealth Management
24
Heritage Financial Consultants, LLC
25
SYM Financial Advisors

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