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.
|Rank||Firm Name||State||Average AUM per Client||Client Relationships||Toatal AUM|
|1||WE Family Offices Miami||FL||$72,680,000||69||$5,015,060,000|
|2||Dyson Capital Advisors||VA||$52,400,000||22||$1,152,860,000|
|3||WP Wealth Management||CO||$49,360,000||30||$1,480,660,000|
|7||Twin Focus Capital Partners||MA||$21,240,000||82||$1,741,900,000|
|8||Brownson Rehmus & Foxworth||IL||$19,040,000||532||$10,127,870,000|
|9||Mill Creek Capital Advisors||PA||$15,330,000||307||$4,706,110,000|