RIA Leaders 2018

August, 2019

Financial-Planning published their annual ranking of the largest independent RIA firms in the United States.  Based on their findings, Financial Clarity ranked 17th in the Nation when sorted by average account size (Disclosure).  It was also the largest firm, by this measure, in Northern California.  Please contact us for more details concerning these articles.

Source: Financial-Planning.com

RankFirm NameLocation
Average AUM per Client ($MM)Client RelationshipsToatal AUM ($MM)
1Advanced Research Investment Solutions Beverly Hills, Calif.$183.5259$10,827.94
2Northside Capital ManagementHood River, Ore.$152.7527$4,124.34
3Athena Capital AdvisorsLincoln, Mass.$138.6442$5,822.95
4BBR PartnersNew York, N.Y.$111.19143$15,900
5WE Family OfficesMiami, Fla.$101.4173$7,402.7
6Artemis Wealth AdvisorsNew York, N.Y.$92.2313$1,198.97
7Advanced Capital GroupMinneapolis, Minn.$88.96256$22,774.7
8Fort Washington Investment AdvisorsCincinnati, Ohio$79.43660$52,421.78
9Gresham PartnersChicago, Ill.$71.06102$7,248.39
10VeritableNewtown Square, PA$67.06224$15,021.77
11Geller AdvisorsNew York, N.Y.$66.9047$3,144.39
12Bitterroot Capital AdvisorsBozeman, Mont.$66.4015$966.01
13CV AdvisorsAventura, Fla.$64.1179$5,064.49
14BigSur Wealth ManagementMiami, Fla.$56.9919$1,082.72
15Monroe Vos Consulting GroupHouston, Texas$52.7594$4,958.30
16Finaccess AdvisorsMiami, Fla.$50.7383$4,185.91
17Financial ClarityMountain View, Calif.$47.9230$1,437.58
18CAPTRUSTRaleigh, N.C.$43.516,657$289,654.60
19Anderson Financial PartnersPonte Vedra, Fla.$38.3342$1,160.00
20Pension ConsultantsSpringfield, Mo.$35.3992$3,255.955