June, 2015
Financial-Planning ranked Financial Clarity 3rd nationwide based on average assets under management per client, and first in California. (Disclosure). Please contact us for more details concerning these articles.
Source: Financial-Planning.com Report
Rank | Firm Name | State | Average AUM per Client | Client Relationships | Toatal AUM |
---|---|---|---|---|---|
1 | East End Advisors | NY | $168,400,000 | 24 | $4,474,000,000 |
2 | WE Family Offices | NY | $51,800,000 | 63 | $3,260,000,000 |
3 | Financial Clarity, Inc. | CA | $40,800,000 | 31 | $1,270,000,000 |
4 | Seven Bridge Advisors | NY | $35,200,000 | 102 | $3,600,000,000 |
5 | Mozaic | CA | $29,300,000 | 52 | $1,540,000,000 |
6 | Strategic Capital Advisors | CO | $26,900,000 | 143 | $3,850,000,000 |
7 | Seven Post Investment Office | CA | $22,700,000 | 165 | $3,750,000,000 |
8 | Brownson Rehmus & Foxworth | IL | $19,040,000 | 532 | $10,127,870,000 |
9 | CM Wealth Advisors | OH | $18,900,000 | 135 | $2,550,000,000 |
10 | Iron Capital | GA | $16,700,000 | 185 | $3,090,000,000 |