| The Billion Dollar Club | | | | |
| AUM | Firm name | Location | Staff | Chief executive |
| $14,337,303,133 | Plante Moran Financial Advisors | Southfield, Mich. | 142 | John Lesser |
| $7,377,051,916 | myCIO Wealth Partners | Philadelphia | 46 | David Lees |
| $6,074,696,862 | CLA Wealth Advisors | NA | 131 | Bruce Bushman |
| $5,694,022,608 | RSM US Wealth Management | Minneapolis | 121 | David Scudder |
| $5,482,821,236 | Savant Capital Management | Rockford, Ill. | 167 | Brent Brodeski |
| $4,137,417,185 | Joel Isaacson & Co. | New York City | 44 | Joel Isaacson |
| $3,903,138,332 | Sequoia Financial Group | Akron, Ohio | 85 | Thomas Haught |
| $3,810,052,130 | Forum Financial Management* | Lombard, Ill. | 96 | N. Batavia / J. Rogers |
| $3,560,000,591 | HBKS Wealth Advisors | Erie, Pa. | 85 | Christopher Allegretti |
| $3,427,227,047 | SignatureFD | Atlanta | 84 | Jeff Peller |
| $3,375,355,443 | Wipfli Financial Advisors | Milwaukee | 78 | Jeff Pierce |
| $3,160,640,372 | Honkamp Krueger Financial Services Inc. | Dubuque, Iowa | 96 | John Darrah |
| $3,002,500,000 | Level Four Advisory Services | Plano, Texas | 38 | Edmon Tomes |
| $2,994,870,632 | BKD Wealth Advisors | Springfield, Mo. | 65 | Jack Thurman |
| $2,650,000,000 | Provenance Wealth Advisors | Ft. Lauderdale, Fla. | 44 | Eric Zeitlin |
| $2,602,321,471 | SVA Wealth Management* | Madison, Wis. | 63 | Maureen Hansen |
| $2,505,924,099 | Warren Averett Asset Management* | Birmingham, Ala. | 49 | Joshua Reidinger |
| $2,411,613,175 | Moss Adams Wealth Advisors* | Seattle | 55 | |
| $2,400,000,000 | Citrin Cooperman | New York City | 15 | Joel Cooperman |
| $2,400,000,000 | Frontier Wealth Management | Kansas City, Mo. | 45 | Nick Blasi |
| $2,017,070,353 | Rehmann | Troy, Mich. | 947 | Randall Rupp |
| $1,700,000,000 | DHG Wealth Advisors† | Asheville, N.C. | 36 | William Sneed |
| $1,685,824,412 | Wealth Management | Norfolk, Neb. | 56 | Jared Faltys |
| $1,652,849,088 | Aldrich Wealth | Lake Oswego, Ore. | 25 | K. Scott Barchus |
| $1,608,470,000 | Schneider Downs Wealth Management | Pittsburgh | 20 | Nancy Skeans |
| $1,300,000,000 | CCR Wealth Management | Westborough, Mass. | 20 | David Borden |
| $1,283,069,118 | BerganKDV Wealth Management | Bloomington, Minn. | 23 | Matt Cosgriff |
| $1,277,257,308 | GHP Investment Advisors Inc.* | Denver | 18 | Brian Friedman |
| $1,250,000,000 | RubinBrown Advisors | Clayton, Mo. | 15 | Thomas Tesar |
| $1,220,000,000 | LBMC Investment Advisors | Brentwood, Tenn. | 8 | Greg Herman |
| $1,072,317,577 | Beaird Harris | Dallas | 13 | Pat Beaird |
| $1,049,834,576 | SAX Wealth Advisors | Clifton, N.J. | 15 | Kyle Stawicki |
| $1,006,999,993 | Valley National Financial Advisors | Bethlehem, Pa. | 38 | Matthew Petrozelli |
| $1,004,550,000 | BT Wealth Management | Atlanta | 17 | Scott Craig |
| $1,003,706,704 | RKL Wealth Management | Lancaster, Pa. | 26 | Laurie Peer |
| | | | |
| | | | |
| The $500 Million-Plus Club | | | |
| AUM | Firm name | Location | Staff | Chief executive |
| $966,000,000 | Thomas Doll | Walnut Creek, Calif. | | Jared Nelson/Barry Oliver |
| $890,000,000 | Jackson Thornton Asset Management | Montgomery, Ala. | | Tommy West |
| $877,864,395 | Frank, Rimerman Advisors* | Palo Alto, Calif. | 3 | Patrick Sullivan |
| $856,184,278 | Lutz Financial* | Omaha, Neb. | 11 | Jim Boulay |
| $840,000,000 | BDO Wealth Advisors | Jacksonville, Fla. | 20 | David Albaneze |
| $812,000,000 | Corrigan Financial Inc. | Middletown, R.I. | 27 | Daniel Corrigan |
| $809,338,290 | SPC Financial Inc. | Rockville, Md. | 28 | Edward Geoffrey Sella |
| $750,000,000 | Allegiant Private Advisors | Sarasota, Fla. | 12 | Benjamin Jones |
| $750,000,000 | EisnerAmper Wealth Mgt. & Corp. Benefits | Iselin, N.J. | 14 | Marc Scudillo |
| $731,423,611 | Marcum Financial Services | Melville, N.Y. | 12 | Steven Brett |
| $704,559,017 | CRA Financial | Northfield, N.J. | 11 | Tom and Matt Reynolds |
| $704,400,000 | Aurum Wealth Management | Mayfield Village, Ohio | 16 | Eric Wulff |
| $700,000,000 | Boulay Financial Advisors | Eden Prairie, Minn. | 18 | Jay Brown |
| $700,000,000 | Meritrust Wealth Management | Louisville, Ky. | 11 | John Kallis |
| $698,000,000 | Traphagen Investment Advisors | Oradell, N.J. | 12 | V. Peter Traphagen |
| $680,704,393 | Eide Bailly Advisors* | Fargo, N.D. | 17 | Brad Kelley |
| $662,121,697 | REDW Wealth* | Albuquerque, N.M. | 14 | |
| $630,844,484 | PYA Waltman Capital* | Knoxville, Tenn. | 9 | J. William Waltman |
| $624,615,188 | Howard Financial Services* | Dallas | 16 | John Howard |
| $600,000,000 | Aprio Wealth Management | Atlanta | 5 | Keith Greenwald |
| $594,343,954 | WPWealth | Fort Worth, Texas | 12 | Thomas Rein |
| $592,254,353 | SC&H Financial Advisors Inc. | Sparks, Md. | 21 | Gregory Horning |
| $591,429,559 | Rollins Financial Inc. | Atlanta | 15 | Joseph Rollins |
| $591,128,219 | PBMares Wealth Management | Williamsburg, Va. | 14 | Robert Klingensmith |
| $575,000,000 | Irwin Schaffer | Saint Paul, Minn. | 5 | Tom Irwin |
| $551,000,000 | KEB Asset Management | Springfield, Ill. | | Jim Hagerman |
| $525,000,000 | Smith & Howard Wealth Management | Atlanta | 9 | Tim Agnew |
| $521,000,000 | Withum Wealth Management | Red Bank, N.J. | 11 | James Ferrare |
| $513,000,000 | Dopkins Wealth Management | Williamsville, N.Y. | | Tom Emmerling |
| $512,759,142 | Whitley Penn Financial* | Fort Worth, Texas | 8 | |
| | | | |
| The $100 Million-Plus Club | | | |
| AUM | Firm name | Location | Staff | Chief executive |
| $492,000,000 | Kemper Capital Management | Robinson, Ill. | 17 | Thomas Moore |
| $478,000,000 | GreerWalker | Charlotte, N.C. | 6 | James Reichard |
| $447,629,675 | Jack Oujo CPA Inc. | Wall, N.J. | 10 | Jack Oujo |
| $439,440,066 | Cherry Bekaert Wealth Management* | Richmond, Va. | 16 | |
| $420,249,664 | KMH Wealth Management | Victoria, Texas | 9 | Thomas Lane Keller |
| $420,000,000 | BCS Wealth Management | Johnson City, Tenn. | 11 | Nick Clay |
| $413,000,000 | Nova Wealth Management Group | Atlanta | | Jeffrey Cohen/Sam Bromberg |
| $401,653,074 | Glass Jacobson IA | Owings Mills, Md. | 13 | Jon Dinkins |
| $386,885,126 | Sikich Financial* | Springfield, Ill. | 14 | |
| $367,000,000 | Rowling & Associates | San Diego | 15 | Sheryl Rowling |
| $361,378,277 | Arnett Carbis Toothman Wealth Advisors* | Charleston, W. Va. | 7 | |
| $358,000,000 | Kraft Asset Management | Nashville, Tenn. | | Stephen High |
| $344,659,024 | Gross Mendelsohn & Associates | Baltimore | 120 | David Goldner |
| $342,000,000 | Lauterbach Financial Advisors | El Paso, Texas | | Jon Sonnen |
| $325,000,000 | Mark Sheptoff Financial Planning | Glastonbury, Conn. | 2 | Mark Sheptoff |
| $323,000,000 | ShankerValleau Wealth Advisors Inc. | Skokie, Ill. | 9 | Lawrence Shanker |
| $317,000,000 | Pivotal Planning Group | Jericho, N.Y. | 13 | John Marchisotta |
| $316,409,357 | Bernath & Rosenberg | New York City | 5 | Jacob Rosenberg |
| $304,000,000 | Claris Advisors | St. Louis | | Stan Royer |
| $300,000,000 | KPM Wealth Advisors | Springfield, Mo. | 5 | Jay McIntyre |
| $294,000,000 | Andrews, Lucia Wealth Management | San Mateo, Calif. | | Robert Lucia |
| $283,400,000 | Kassouf Wealth Advisors* | Birmingham, Ala. | 4 | |
| $283,200,000 | SK Wealth Management | Providence, R.I. | 7 | Jason Archambault |
| $252,000,000 | Horne Wealth Advisors | Ridgeland, Miss. | | Stan Purvis |
| $250,000,000 | AAFCPAs Wealth Management | Westborough, Mass. | 8 | C. Grinkis / A. Hammond |
| $248,366,028 | Squar Milner Financial Services* | Irvine, Calif. | 10 | |
| $244,753,000 | KLR Wealth Management | Providence, R.I. | 6 | Peri Ann Aptaker |
| $243,634,105 | Cassady Schiller Wealth Management* | Cincinnati | 6 | Michael Clark |
| $241,500,000 | Henry + Horne Wealth Management* | Scottsdale, Ariz. | 22 | Michael J. Carlin |
| $238,000,000 | COSYNTRIS Advisory Network | Denver | 4 | Trevor Emery |
| $235,000,000 | Carey & Hanna | Tax & Wealth Planners | Oxnard, Calif. | 12 | Davin Carey |
| $225,000,000 | FMF & E Wealth Management | East Syracuse, N.Y. | | Chris Gardner |
| $214,692,614 | Causey Demgen & Moore* | Denver | 55 | Nathanael Koch |
| $209,000,000 | Wealth Management Group | Dover, Del. | | Scott Brown |
| $197,000,000 | Heartland Wealth Advisors | Overland Park, Kan. | | Douglas Hunt |
| $192,176,921 | WebsterRogers Financial Advisors* | Florence, S.C. | 8 | |
| $192,000,000 | Wasserman Wealth Management | Farmington Hills, Mich. | | Brad Wasserman |
| $190,000,000 | Dental Wealth Advisors | Kirkland, Wash. | | Sam Martin |
| $180,000,000 | Blue Ocean Strategic Capital | Syracuse, N.Y. | 7 | Theodore Sarenski |
| $180,000,000 | Lumsden McCormick Financial Services | Buffalo, N.Y. | 10 | David Schlein |
| $179,112,125 | LGT Financial Advisors* | Dallas | 6 | |
| $173,000,000 | JDH Wealth Management | Santa Rosa, Calif. | | Matt Delaney |
| $171,000,000 | Siena Investments | Grand Ledge, Mich. | | Roger Millbrook/Steve Hicks |
| $167,108,539 | Alliant Wealth Advisors | Prince William, Va. | 8 | John Frisch |
| $160,000,000 | Homan Wealth Advisors | Omaha, Neb. | | Richard Homan |
| $159,000,000 | Shoreline Asset Management | New Castle, Ind. | | Marion Shore |
| $154,000,000 | Squire Wealth Advisors | Orem, Utah | | Tim Christensen |
| $153,000,000 | Briggs Wealth Management, Inc. | Glastonbury, Conn. | 3 | Mark Briggs |
| $145,000,000 | PKS Investment Advisors | Salisbury, Md. | | John Stern |
| $145,000,000 | Wehring Wealth Management | Bellville, Texas | 9 | Charlene Wehring |
| $143,000,000 | JMF Capstone Wealth Management | Tuscaloosa, Ala. | | Joel Lake |
| $142,000,000 | Pitzl Financial | Arden Hills, Minn. | | Joe Pitzl |
| $140,000,000 | JRF Asset Advisors | Garden City, N.Y. | 4 | Jay Freeberg |
| $140,000,000 | Walpole Financial Advisors | Goleta, Calif. | | Kirk Stovesand/Jean Smith |
| $137,000,000 | Bland Garvey Wealth Advisors | Richardson, Texas | | John Garvey |
| $135,000,000 | M. White Financial Services | Baytown, Texas | 3 | Matthew White |
| $135,000,000 | Susquehanna Financial Advisors | Mechanicsburg, Pa. | 7 | Edward Gormley |
| $128,000,000 | CTM Financial | Knoxville, Tenn. | | Pat Taylor |
| $128,000,000 | Waypoint Wealth Management | Timonium, Md. | | G. Palmer/D. Callan/P. Dixon |
| $127,000,000 | Millares Asset Management | Coral Gables, Fla. | | Ruben Millares |
| $125,000,000 | Allied Financial Partners | Victor, N.Y. | 40 | Tom Tette |
| $121,996,000 | Lurie Wealth Advisors | Minneapolis | 3 | Michele Martin |
| $119,000,000 | AVL WealthCare | Gulfport, Miss. | | Thomas Schmidt |
| $115,980,124 | Mazars USA Wealth Advisors* | New York City | 4 | |
| $108,000,000 | CDSF | Willmar, Minn. | 3 | Chance Hooper |
| $104,000,000 | Green Wealth Management | Salem, Ore. | | Steven Jamison |
| $100,000,000 | Cole, Newton & Duran CPAs | Livonia, Mich. | 48 | Arthur Cole |
| | | | |
| The Rising Stars | | | | |
| AUM | Firm name | Location | Staff | Chief executive |
| $95,800,000 | Scafa Financial Services | Pennington, N.J. | 1 | Elizabeth Scafa |
| $94,000,000 | Forest Asset Management | Berwyn, Ill. | | JoAnn May |
| $94,000,000 | Mason Road Wealth Advisors | St. Louis | | Lori Plescia |
| $91,000,000 | Alliance Wealth Strategies | Roanoke, Va. | | NA |
| $90,000,000 | Kutchins, Robbins & Diamond | Schaumburg, Ill. | 79 | Allen Kutchins |
| $88,587,600 | Dexter Ward and Associates | Denison, Texas | 3 | Dexter Ward |
| $87,000,000 | Madison Wealth Advisors | Lee’s Summit, Mo. | | Doug Clark |
| $84,511,761 | Gallagher Flynn Financial Advisors* | South Burlington, Vt. | 4 | |
| $82,000,000 | Neuenschwander Asset Management | McFarland, Wis. | | Tim Neuenschwander |
| $78,000,000 | Pile Wealth Management | Indianapolis | | Neal Clements |
| $78,000,000 | TDC Capital Advisors | College Station, Texas | 4 | Ronnie Craig |
| $77,000,000 | Steven P. Margulin CPA PC | Albuquerque, N.M. | 7 | Steve Margulin |
| $76,000,000 | HBE Wealth Management | Lincoln, Neb. | | Scott Becker |
| $75,000,000 | Morrison & Associates Wealth Mgmt. | St. Charles, Ill. | 3 | William Morrison |
| $72,000,000 | Coventry Financial Group | Quitman, Texas | 3 | Larry Coventry |
| $71,319,049 | The Whitlock Company | Springfield, Mo. | 65 | Joe Page |
| $70,000,000 | Cohesion Wealth Advisors | Dallas | 4 | Robert Rinker |
| $70,000,000 | Portsmouth Wealth Management | Portsmouth, N.H. | 2 | William MacDonald |
