RIA Leaders 2016

January, 2016

Financial-Planning published their annual ranking of the largest independent RIA firms in the United States.  Based on their findings, Financial Clarity ranked 5th in the Nation when sorted by average account size (Disclosure).  It was also the largest firm, by this measure, in California.  Please contact us for more details concerning these articles.

Source: Financial-Planning.com Report

RankFirm NameStateAverage AUM per ClientClient RelationshipsToatal AUM
1East End AdvisorsNY$224,481,00022$4,938,591,000
2Clear Investment ResearchGA$78,840,00040$3,153,628,000
3W.E. Family OfficesFL$55,902,00071$3,969,095,000
4CV Advisor AventuraFL$46,669,000102$4,760,336,000
5Financial Clarity, Inc.CA$41,531,00031$1,287,487,000
6Mozaic Beverly HillsCA$28,115,00058$1,630,720,000
7Brownson, Rehmus & FoxworthIL$18,895,000536$10,127,868,000
8Twin Focus Capital PartnersMA$18,086,00083$1,501,138,000
9Yale CapitalFL$17,345,00098$1,699,829,000
10Iron Capital AdvisorsGA$17,291,000188$3,250,740,000