|
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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