Finding the right advisor to help with your financial needs and goals can be complicated. There are so many factors to assess. Many advisors will use a high asset under management as a selling point metric when marketing themselves to potential investors. However, AUM isn’t the whole story when a potential client is determining which financial advisory firm is right for them.

The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive planning and financial service that helps clients navigate through their complex financial life.

The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.

FA 100 2019

Rank Business Name Total AUM (millions) Years in the Business Accounts Under Management
1 Salem Investment Counselors 1,356,991 33 1,652
2 Montag & Caldwell 2,100,413 43 439
3 Dana Investment Advisors 5,183,224 39 2,449
4 Century Management Financial Advisors 1,033,809 38 913
5 North Star Asset Management 1,577,049 23 2,062
6 NewSouth Capital Management 3,683,498 34 235
7 California Financial Advisors 1,083,937 21 2,627
8 Richmond Capital Management 5,506,418 32 232
9 Tom Johnson Investment Management 1,191,482 28 3,273
10 Richard C. Young & Co. 1,004,731 29 1,489
11 Sound Shore Management 5,104,007 25 625
12 Gamble Jones Investment Counsel 1,275,053 28 1,176
13 C. S. McKee 9,688,441 17 320
14 Carret Asset Management 2,474,880 15 2,140
15 Gofen & Glossberg 4,186,889 42 3,093
16 Wedgewood Partners 1,595,884 31 1,140
17 Agincourt Capital Management 6,891,907 20 348
18 Guyasuta Investment Advisors 1,310,835 25 1,062
19 Diversified Management 1,019,999 25 1,498
20 D. F. Dent & Co. 4,186,401 39 1,076
21 Badgley Phelps Wealth Management 2,636,477 46 1,614
22 Trumbower Financial Advisors 1,171,647 23 790
23 Sol Capital Management 1,977,297 28 900
24 Luther King Capital Management 18,108,390 28 2,679
25 Veritable 15,021,770 15 3,132
26 Southeast Asset Advisors 2,037,285 24 960
27 Loring Wolcott & Coolidge 7,242,359 19 2,850
28 Ferguson Wellman Capital Management 4,965,806 43 3,011
29 Roffman Milller Associates 1,409,750 28 1,131
30 Zemenick & Walker 1,746,611 21 215
31 Bradley, Foster & Sargent 3,440,594 25 3,185
32 Gillespie, Robinson & Grimm 1,140,585 45 687
33 GW&K Investment Management 36,961,916 16 37,561
34 Pzena Investment Management 32,198,195 23 267
35 Cincinnati Asset Management 2,622,351 28 7,438
36 Eubel Brady & Suttman Asset Management 1,132,901 25 1,600
37 Parsons Capital Management 1,254,130 25 1,567
38 Leavell Investment Management 1,612,506 34 1,528
39 ZWJ Investment Counsel 2,062,983 30 1,928
40 Lee Financial Co. 1,016,117 23 1,646
41 Boys, Arnold & Co. 1,091,651 29 1,051
42 Heritage Investment Group 1,137,409 18 1,654
43 H. M. Payson & Co. 3,640,290 30 2,898
44 Everett Harris & Co. 6,914,958 49 598
45 Welch Hornsby 1,817,958 27 1,759
46 David Vaughan Investments 2,428,499 25 2,412
47 Highland Capital Management 5,466,612 21 43
48 Oak Associates 1,544,000 27 106
49 Meritage Portfolio Management 1,530,433 28 1,228
50 Sage Financial Group 1,838,269 16 2,880
51 Foster & Motley 1,302,878 21 633
52 Check Capital Management 1,327,738 28 2,355
53 The Burney Company 1,684,824 34 4,329
54 Bailard 3,636,209 47 1,858
55 Rembert Group 1,278,185 31 4,438
56 Cadinha & Co. 1,432,708 28 4,632
57 SFMG Wealth Advisors 1,312,434 20 3,046
58 Clifford Swan Investment Counsel 2,775,883 20 2,366
59 National Investment Services 7,223,418 25 536
60 Emerald Advisors 2,769,039 27 51
61 Oak Ridge Investments 1,250,690 29 2,084
62 JMG Financial Group 2,674,956 34 2,774
63 J. H. Ellwood & Associates 1,048,494 37 19
64 Ami Asset Management 1,702,861 24 1,308
65 Anchor Capital Advisors 2,964,915 27 4,668
66 Halbert Hargrove Global Advisors 2,343,319 30 3,609
67 Steele Capital Management 1,813,941 23 3,543
68 RTD Financial Advisors 1,487,448 35 649
69 Fulton Breakefield Broenniman 1,124,702 28 2,885
70 Segall Bryant & Hamill 18,207,528 24 3,141
71 Pittenger & Anderson 1,479,475 24 1,229
72 Sands Capital Management 35,387,580 13 437
73 Caprin Asset Management 1,304,006 22 1,032
74 Conrad Siegel Investment Advisors 5,178,358 15 494
75 Summit Financial Strategies 1,147,227 20 764
76 Index Fund Advisors 3,572,356 19 6,535
77 Wescott Financial Advisory Group 2,003,142 32 1,937
78 Foundation Resource Management 1,276,391 17 457
79 Lee, Danner & Bass 1,096,410 21 864
80 Pinnacle Advisory Group 1,954,332 26 5,994
81 Alta Capital Management 1,703,254 38 2,591
82 Timucuan Asset Management 1,662,446 18 474
83 Investment Counselors of Maryland 1,807,199 17 47
84 Eagle Global Advisors 2,711,414 22 578
85 C. W. Henderson & Associates 3,250,874 28 1,233
86 Hahn Capital Management 1,146,000 24 132
87 Mitchell, Sinkler & Starr 1,032,351 47 438
88 Provident Trust Co. 2,997,260 20 1,170
89 Emery & Howard Portfolio Management 1,211,890 18 1,735
90 Bahl & Gaynor 12,780,022 21 2,299
91 Conservest Capital Advisors 1,082,482 25 230
92 Northside Capital Management 4,124,420 17 358
93 Tower Bridge Advisors 1,299,100 17 904
94 Charles D. Hyman & Co. 1,082,567 20 789
95 Latash Investments 1,085,021 16 13
96 AQS Asset Management 2,298,622 15 10
97 Investment Consulting Group 1,796,675 27 157
98 Bowen, Hanes & Co. 2,560,667 38 223
99 Cardiff Park Advisors 1,842,940 16 2,140
100 E. S. Barr & Co. 1,078,161 26 825



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