Accounting Today - July 19

6,476,108,000 myCIO Wealth Partners

4,606,364,525 Plante Moran Financial Advisors

3,805,862,000 Gilman Ciocia

3,754,838,406 RSM McGladrey Wealth Management

3,500,000,000 Joel Isaacson & Co.

2,016,000,000 Wipfli Hewins/Hewins Financial Advisors 1,720,653,000 LarsonAllen Financial

1,582,502,560 Savant Capital Management 1,574,904,502 BKD Wealth Advisors

1,328,000,000 CBIZ / CBIZ MHM

1,208,576,165 Baker Tilly Virchow Krause 1,196,467,093 HbK Sorce Financial

1,049,187,838 SignatureFD

1,012,185,500 Crowe Wealth Management
1,000,000,000 Berkowitz Dick Pollack & Brant
Philadelphia
Southfield, Mich.
Poughkeepsie, N. Y.
Minneapolis
New York City
San Mateo, Calif.
Minneapolis
Rockford, Ill.
Springfield, Mo.
Cleveland
Chicago
Erie, Pa.
Atlanta
Indianapolis
Miami
LOCATION

1 26 David Lees
16 130 Robert Palmer
28 319 Michael Ryan
30 86 Randy Matz
1 35 Joel Isaacson
8 33 Roger Hewins
5 39 Tony Hallada
6 60 Brent Brodeski
4 34 Jack Thurman
140 5,500 William Hancock
11 1,350 Tim Christen
11 50 Christopher Allegretti
2 27 Jeffrey Peller
3 9 David Graham
3 155 Richard Berkowitz
OFFICES STAFF MANAGING PARTNER

The Billion Dollar Club

Broker-dealer affiliations (% of firms)

60

50

40

30

20

10

930,017,769 Honkamp Krueger Financial Services
812,768,820 Moss Adams Wealth Advisors
800,000,000 Clifton Gunderson Wealth Management
787,000,000 Howard Financial Services
750,000,000 Elliott Davis Investment Advisors
748,859,750 Truepoint
730,000,000 Capital Performance Advisors
600,000,000 CCR Wealth Management
580,000,000 Schneider Downs Wealth Management
Advisors
552,000,000 Jackson Thornton Asset Management
550,000,000 Vista Wealth Management
472,000,000 Dopkins Wealth Management
466,313,032 Sequoia Financial Group
452,100,038 Mission Wealth Management
446,000,000 GHP Investment Advisors
410,000,000 HA&W/Tegra Financial Partners
403,000,000 Warren, Averett, Kimbrough & Marino
Wealth Management
400,000,000 Anchin Wealth Management
387,261,000 Weaver Wealth Management
385,000,000 Dynasty Quest
323,000,000 Corrigan Financial
323,000,000 LBMC Investment Advisors
313,526,444 Beaird Harris Wealth Management
302,426,893 Lassus Wherley
300,000,000 Caturano Wealth Management
300,000,000 Jackson Wealth Management
290,000,000 ML&R Wealth Management
287,700,000 Orizon

267,000,000 Wealthquest Financial Services 230,000,000 Traphagen Investment Advisors 223,200,000 Kemper Capital Management 213,592,927 CRA Financial

207,000,000 Boulay Financial Advisors 201,000,000 Herbein Wealth Management 201,000,000 SMF Financial Advisors 200,000,000 SS&G Wealth Management 196,000,000 KEB Asset Management 189,000,000 Zdenek Financial Planning 188,191,000 Jack Oujo CPA

188,000,000 WebsterRogers Investment Advisors 180,148,000 Glass Jacobson Investment Advisors 180,000,000 Lauterbach Financial Advisors 177,000,000 A & F Financial Advisors

AUM FIRM NAME

Dubuque, Iowa
Seattle
Middleton, Wis.
Dallas
Greenville, S.C.
Cincinnati
Walnut Creek, Calif.
Westborough, Mass.
LOCATION

10 44 John Darrah

10 40 Rebecca Pomering 10 30 Robert Mathers

1 15 James Howard

3 18 Philip Brice

1 19 Michael Chasnoff Sherman Doll

2 9 David Borden
OFFICES STAFF MANAGING PARTNER

Note: Some firms reported more than one affiliation 0

Charles Schwab
Other
Independent
JP Morgan
Fidelity
None listed

Pittsburgh
Montgomery, Ala.
San Francisco
Williamsville, N. Y.
Cleveland
Santa Barbara, Calif.
Denver
Atlanta

2

5

6

The $100+Million Dollar Club

Broker-dealer affiliations (% of firms)

3

2

1

2

11 Don Linzer
12 George Smith
15 Henry Pilger
Brian Cannon
22 Thomas Haught
15 Brad Stark
6 Steven Levey
30 Nick Bhandari
Birmingham, Ala.
New York City
Dallas
Sedona, Ariz.
Middletown, R.I.
Brentwood, Tenn.
Dallas
New Providence, N.J.
Boston
Heathrow, Fla.
Austin, Texas
Omaha, Neb.
Norfolk, Va.
Oradell, N.J.
Robinson, Ill.
Northfield, N.J.
Minneapolis
Wyomissing, Pa.
Clifton, N.J.
Akron, Ohio
Springfield, Ill.
Flemington, N.J.
Wall, N.J.
Florence, S.C.
Owings Mills, Md.
El Paso, Texas
Charleston, W.Va.

1

5

2

1

3

1

2

1

9 James Warren 5 Frank Schettino 8 David Sego

2 Steven Siegel
18 Daniel Corrigan
4 Greg Herman
8 Pat Beaird
25 Clare Wherley
5 Richard Caturano
8 George Jackson
Steve Harvey
43 Gene Garrelts
Jeff Chernitzer
3 Peter Traphagen
15 Thomas Moore
5 M. Reynolds/T. Reynolds
9 Dave Bremer
William Morgan
Michael Shenker
9 Carina Diamond
Marc Carter
16 Albert Zdenek
7 Jack Oujo
Frank Rogers