RIA Leaders 2017

January, 2017

Financial-Planning published their annual ranking of the largest independent RIA firms in the United States.  Based on their findings, Financial Clarity ranked 4th 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

RankFirm NameStateAverage AUM per ClientClient RelationshipsToatal AUM
1WE Family Offices MiamiFL$72,680,00069$5,015,060,000
2Dyson Capital AdvisorsVA$52,400,00022$1,152,860,000
3WP Wealth ManagementCO$49,360,00030$1,480,660,000
4Financial ClarityCA$42,960,00028$1,203,000,000
5CV AdvisorsFL$41,090,000103$1,287,487,000
6MozaicCA$26,620,00063$1,677,020,000
7Twin Focus Capital PartnersMA$21,240,00082$1,741,900,000
8Brownson Rehmus & FoxworthIL$19,040,000532$10,127,870,000
9Mill Creek Capital AdvisorsPA$15,330,000307$4,706,110,000
10MG FinancialMA$14,440,00072$1,039,320,000