52,500,000 Bishop Financial Advisors
52,000,000 Poinciana Advisors Group
51,300,000 Klane Wealth Management
51,000,000 Salem Asset Management
50,900,000 Onyx Financial Advisors
50,354,000 Coventry Financial Group
50,000,000 Biscotti, Toback & Co.
50,000,000 M.J. Baker & Associates
AUM FIRM NAME
AUM $
FIRM NAME
47,000,000 Dental Wealth Advisors
46,000,000 Peak Investment Solutions
45,000,000 Portland Financial Advisors
45,000,000 Strategic Investment Advisors
43,000,000 Cornerstone Wealth Advisors
42,872,000 TDC Capital Advisors
42,000,000 Bullock Capital Alliance
42,000,000 Walpole Financial Advisors
38,000,000 Focus Asset Management Co.
38,000,000 Siena Capital Management
36,000,000 William MacDonald CPA CFP
35,000,000 Carey & Hanna CPAs & Financial Solutions
35,000,000 CLM Capital Management
35,000,000 Financial Advocates
34,000,000 Capital Wealthcare Advisors
33,100,000 Allied Financial Partners
33,000,000 Michelle Miller CPA CFP
31,000,000 HBE Investment Advisors
30,500,000 Evergreen Financial Financial Advisors
30,000,000 Forest Asset Management
30,000,000 Pile Wealth Management
29,770,000 Fitzgerald Financial Partners
29,533,191 Financial Life Advisors
29,500,000 Cottle & Swanson CPAs
29,000,000 Fortress Financial Group
29,000,000 Maze Financial Planning
28,000,000 Focused Financial Management
28,000,000 Naarden Financial Group
27,000,000 LGC&D Wealth Management
27,000,000 Moss & Co.
26,500,000 Hutchins & Haake
26,286,426 Kuhl Investments
26,000,000 Pritchard, Osborne Financial Services
24,000,000 WillefordCPA Wealth Advisors
23,000,000 Madison Wealth Advisors
22,000,000 CTM Financial
21,000,000 Credo Investment Advisors
21,000,000 D & T Financial Advisors
21,000,000 Lake Travis Financial Advisors
20,000,000 BST Wealth Management
20,000,000 Innovative Financial
20,000,000 Mayfield Advisors
19,000,000 FR Financial Advisors
19,000,000 Lake Mary Wealth Management
19,000,000 Millares Asset Management
18,000,000 Clarity Wealth Management
18,000,000 Craun Freeman Tax & Wealth Management
18,000,000 RJ Pohl Advisor Services
17,000,000 Spectrum Wealth Advisors
16,000,000 Schiff Wealth Advisors
15,000,000 Springwood Financial Advisors
13,000,000 Eastern Advisors
12,900,000 John R. Monaco CPA
10,000,000 Chadwick Wealth Management
10,000,000 Sage Asset Management
10,000,000 Stephenson Accountancy Corp.
Hudson, Ohio
Palm Beach, Fla.
St. Paul, Minn.
Salem, Ore.
Idaho Falls, Idaho
Quitman, Texas
Garden City, N.Y.
Avon Lake, Ohio
LOCATION
OFFICES
LOCATION
OFFICES STAFF MANAGING PARTNER
Kirkland, Wash.
Roseville, Calif.
Beaverton, Ore. 1
Cape Girardeau, Mo.
Overland Park, Kan.
Bryan, Texas 1
Colorado Springs, Colo. 1
Goleta, Calif.
Virginia Beach, Va.
Grand Ledge, Mich.
Portsmouth, N.H. 2
Ventura, Calif. 1
Sanford, Maine
Costa Mesa, Calif.
Wichita, Kan.
Victor, N. Y. 3
Austin, Texas
Lincoln, Neb.
Portland, Ore. 1
Berwyn, Ill.
Indianapolis
Houston 1
San Antonio 1
Bellevue, Wash. 1
Ashland, Ore. 2
Chapel Hill, N.C.
Baton Rouge, La.
Pocatello, Idaho
Providence, R.I.
Maitland, Fla. 1
Overland Park, Kan. 1
Lake Bluff, Ill. 1
St. Louis
Roswell, Ga.
Lee’s Summit, Mo.
Knoxville, Tenn.
Bozeman, Mont.
Concord, Calif.
Austin, Texas
Albany, N.Y.
Lakewood, Colo. 1
Palo Alto, Calif.
Coral Springs, Fla.
Maitland, Fla.
Coral Gables, Fla.
Irvine, Calif.
Rochester, Mich. 1
Evansville, Ind.
Columbia, S.C.
Baltimore
Dallas
Fall River, Mass.
Brewster, N. Y. 2
Fair Lawn, N.J.
Twin Falls, Idaho
Colton, Calif. 1
Sam Martin
Ken Pope
4 Russell Francis
James Hillin
David Imhoff
3 Ronnie Craig
1 David Bullock
Jean-Luc Bourdon
Lawton Baker
R. Millbrook / S. Hicks
2 William MacDonald
6 Davin Carey
Bruce McNamee
James Pickett
Kedre Mellor
14 Thomas Tette
Michelle Miller
John Hanigan
1 Nelson Rutherford
JoAnne May
Mike Winslow
1 Michael Fitzgerald
3 Jim Oliver
5 Mark Cottle
2 Jack Gibbs
Bill Bunch
Brent Salter
Alan Van Orden
Jerrold Dorfman
2 Jeffrey Moss
15 Dan Hutchins
1 Larry Kuhl
Steve Dumstorff
Rick Willeford
Doug Clark
Pat Taylor
Tom Shea
Gary Downs
John Brodnax
Lissa McNaughton
1 DeDe Jones
Bert Torres
Allen Forrest
Paula Taylor
Ruben Millares
Gina Chironis
3 Robert Craun
Ron Pohl
Rob Coleman
Michael Schiff
Karen Ehmke
Ed Siegal
3 John Monaco
Stu Herrmann
Lisa Donnelley
2 Douglas Stephenson
The $50+ Million Club
Broker-dealer affiliations (% of firms)
50
40
30
20
10
0
BAM
Charles Schwab
HD Vest
Fidelity
TD Ameritrade
Other
Note: Some firms reported more than one affiliation
The Rising Stars
Broker-dealer affiliations (% of firms)
70
60
50
40
30
20
10
0
BAM
Charles Schwab
TD Ameritrade
Fidelity
None listed
