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Top DC Advisor Teams

 

Team City State Year
Est.
# of Advisors Total Asset Value (as of 12/31/17) Total # of Plans (as of 12/31/17) Total Participants (as of 12/31/17)
CAPTRUST Raleigh Raleigh NC 1997 34 $49,945,290,446
3,278
4,250,000
CAPTRUST Richmond Richmond VA 2005 2 $48,432,514,342
176
554,000
CAPTRUST Charlotte Charlotte NC 2003 9 $38,642,260,494
117
80,061
Multnomah Group, Inc Portland OR 2003 7 $18,624,044,139
175
N/A
CAPTRUST Minneapolis Minneapolis MN 1995 11 $18,015,107,057
91
205,000
Centurion Group, LLC Plymouth Meeting PA 2006 8 $16,200,000,000
180
550,000
Innovest Portfolio Solutions, LLC Denver CO 1996 16 $16,150,196,324
126
208,473
Advanced Capital Group Minneapolis MN 2002 9 $15,089,967,457
99
135,000
CAPTRUST Doylestown Doylestown PA 2006 6 $15,061,617,511
137
550,000
FiduciaryVest,LLC Atlanta GA 2005 7 $13,113,302,175
48
201,000
CAPTRUST Portland Portland ME 2006 1 $12,976,550,356
50
114,000
CAPTRUST Lake Mary Lake Mary FL 2010 1 $10,000,000,000
45
125,000
CAPTRUST Dallas Dallas TX 2010 2 $8,632,397,064
40
78,000
Investment Research & Advisory Group Atlanta GA 1992 6 $8,000,000,000
102
125,000
Francis Investment Counsel Brookfield WI 1988 15 $7,833,083,663
65
75,000
CAPTRUST Atlanta Atlanta GA 2005 2 $7,317,302,553
50
96,500
Gallagher - Illinois Rolling Meadows IL 2004 9 $7,100,000,000
216
201,000
CAPTRUST Akron Akron OH 2001 4 $7,069,681,478
84
100,000
Westminster Consulting, LLC Rochester NY 2003 5 $7,000,000,000
60
60,000
Gallagher - Houston Houston TX 1927 5 $6,500,000,000
245
320,000
CAPTRUST Allentown Allentown PA 2000 10 $6,336,373,563
73
125,000
Graystone Consulting - Florham Park, The Glading Group Florham Park NJ 2002   $6,000,000,000
17
80,000
Graystone Consulting - Milwaukee, WI, The Parks Group Milwaukee WI 1981 8 $5,955,720,329
63
77,000
CAPTRUST Los Angeles Westlake Village CA 2009 3 $5,846,197,535
72
193,000
Graystone Consulting - Los Angeles, CA Westlake Village CA 2008 5 $5,733,283,424
48
N/A
CAPTRUST Tampa Tampa FL 1998 15 $5,500,000,000
87
50,000
WhartonHill Advisors - Member Firm of GRP Advisor Alliance Fort Washington PA 1990 8 $5,366,193,602
220
65,588
Mesirow Financial Retirement Planning and Advisory Chicago IL 1937 8 $5,200,000,000
250
25,000
MRP - Member Firm of GRP Advisor Alliance Denver CO 2005 13 $5,200,000,000
214
54,000
LeafHouse Financial Austin TX 2009 6 $5,000,000,000
1200
85,000
Cafaro Greenleaf Red Bank NJ 1981 12 $4,600,000,000
300
1,500,000
Graystone Consulting – Columbus, OH, The Robertson Group Columbus OH 1993 6 $4,500,000,000
100
28,543
R. Applegate & Associates, LLC Pittsburgh PA 2018 3 $4,400,607,359
44
60,000
Graystone Consulting - Boston North Shore, Middleton, MA Middleton MA 1998 3 $4,200,000,000
45
60,000
INTRUST Retirement Wichita KS 1996 11 $4,080,000,000
205
46,500
Hargrave Fiduciary Advisors - Member Firm of GRP Advisor Alliance San Rafeal CA 2006 2 $4,000,000,000
26
N/A
Mariner Wealth Advisors Overland Park KS 2006 8 $3,976,884,484
232
61,204
CAPTRUST Des Moines Des Moines IA 1998 5 $3,684,750,123
107
65,000
Precept Advisory Group Irvine CA 2005 5 $3,550,000,000
55
50,000
Enterprise Retirement Solutions Houston TX 1996 9 $3,530,000,000
209
38,000
CAPTRUST Clarkston Clarkston MI 1988 7 $3,505,201,250
301
31,000
FiduciaryFirst Maitland FL 2006 4 $3,500,000,000
70
15,000
Mayflower Advisors, LLC Boston MA 2002   $3,500,000,000
175
22,000
Graystone Consulting – Houston, TX, The Mott Group Houston TX 1988 2 $3,500,000,000
38
30,000
401k Advisors Intermountain Sandy UT 1991 2 $3,475,000,000
154
45,000
Pension Consultants, Inc. Springfield MO 1994 12 $3,466,046,596
84
114,500
SSRBA Pearl River NY 2000 3 $3,368,000,000
95
50,000
Fiduciary Plan Advisors Owings Mills MD 2014 6 $3,300,000,000
80
10,000
Strategic Retirement Partners - White Oak Indianapolis IN 1993 2 $3,222,441,282
64
50,000
CAPTRUST Boston Boston MA 2012 1 $3,200,000,000
33
34,000
ProCourse Fiduciary Advisors, LLC Carmel IN 1998 4 $3,200,000,000
105
70,000
Heffernan Financial Services - Member Firm of GRP Advisor Alliance San Francisco CA 1991 7 $3,000,000,000
150
35,000
Soltis Investment Advisors St. George UT 1993 17 $3,000,000,000
121
70,000
Plante Moran Financial Advisors Institutional Investment Consulting Southfield MI 1998/1977 16 $2,998,850,142
155
N/A
CAPTRUST Birmingham Birmingham AL 2008 2 $2,850,000,000
36
64,228
Graystone Consulting – Cincinnati, OH, The Talmage Group Cincinnati OH 1990 7 $2,800,000,000
73
20,000
Summit Financial Corporation Burlington MA 1993 6 $2,800,000,000
300
35,000
Graystone Consulting – The Atlantic Group, Boca Raton, FL, Orlando, FL, Winter Park, FL Boca Raton FL 2002 9 $2,741,086,730
58
40,000
Baystate Fiduciary Advisors Boston MA 2002 3 $2,616,591,787
37
14,971
Graystone Consulting – The Detterick Group, New York, NY, Denver, CO New York City NY 1998 11 $2,524,227,289
24
30,000
Bukaty Companies Financial Services Leawood KS 2001 9 $2,400,000,000
315
80,000
Cornerstone Advisors Asset Management, LLC Bethlehem PA 1997 8 $2,400,000,000
100
32,000
Global Retirement Partners - Member Firm of GRP Advisor Alliance San Juan Capistrano CA 2014 3 $2,400,000,000
75
30,000
Plan Sponsor Consultants.com Alpharetta GA 2008 8 $2,400,000,000
172
71,000
Sequoia 401(k) Advisory Team San Mateo CA 2008 15 $2,400,000,000
330
60,000
Pacific Portfolio Consulting Seattle WA 1992 4 $2,323,439,892
52
32,553
Spectrum Investment Advisors, Inc. Mequon WI 1995 11 $2,300,000,000
150
25,000
The Kelliher Corbett Group at Morgan Stanley Norwell MA 1992 6 $2,233,643,016
108
41,286
Bronfman Rothschild Plan Advisors Rockville MD 1997 5 $2,200,000,000
130
40,000
DH Consulting Group of Raymond James Beverly Hills CA 2014 9 $2,200,000,000
58
35,000
Handler Investment Consulting Group of Raymond James Beverly Hills CA 1991 5 $2,200,000,000
58
35,000
The Wilshinsky Group at Morgan Stanley New York NY 1972 3 $2,200,000,000
40
35,000
Alpha Pension Group Lexington MA 2003 8 $2,100,000,000
445
50,000
Spectrum Pension Consultants, Inc. - Member Firm of GRP Advisor Alliance Tacoma WA 1978 6 $2,100,000,000
150
75,000
The J & R Group Chicago IL 1994 5 $2,100,000,000
225
15,000
Hooker & Holcombe Investment Advisors, Inc. West Hartford CT 1997 3 $2,064,340,815
81
25,000
Gallagher - Heartland Region Team Brentwood TN 2002 4 $2,000,000,000
155
35,000
The Noble Group Sugar Land TX 1996 10 $2,000,000,000
150
25,000
The Wenzel Group Houston TX 2012 3 $1,997,000,000
45
22,000
Strategic Retirement Partners - Northeast Providence RI 1996 1 $1,894,009,262
71
24,500
Graystone Consulting – Birmingham, MI, The Messner Group Birmingham MI 1994 4 $1,882,868,371
15
26,100
CAPTRUST Austin Austin TX 2010 2 $1,856,867,563
28
36,100
LAMCO Advisory Services, Inc. Lake Mary FL 1990 4 $1,800,000,000
62
45,000
Oswald Financial, Inc. Cleveland OH 1999 13 $1,800,000,000
255
55,000
Tower Circle Advisors of Janney Montgomery Scott Franklin TN 2001 3 $1,800,000,000
36
45,000
Montgomery Retirement Plan Advisors, Inc. Tampa FL 2004 4 $1,775,000,000
85
31,175
AFS 401(k) Retirement Services, LLC Bethesda MD 2006 4 $1,750,000,000
70
16,500
Wintrust Retirement Plan Services Chicago IL 2012 1 $1,750,000,000
165
42,000
Clearview Advisory - Member Firm of GRP Advisor Alliance Atlanta GA 2001 6 $1,700,000,000
80
60,000
Marcotte Retirement Plans Omaha NE 2007 4 $1,620,000,000
61
12,600
ABG of Michigan - Member Firm of GRP Advisor Alliance Bingham Farms MI 1969 5 $1,618,000,000
365
26,450
Trueretirement - Member Firm of GRP Advisor Alliance Belleuve WA 1990 5 $1,530,000,000
210
22,200
HB Retirement - Member Firm of GRP Advisor Alliance Pittsburgh PA 2005 8 $1,500,000,000
245
100,000
The Beacon Group at Morgan Stanley Blue Bell PA 1997 4 $1,500,000,000
110
15,000
The Kieckhefer Group Brookfield WI 1999 3 $1,465,527,233
34
13,000
Comperio Retirement Consulting, Inc. Cary NC 2006 4 $1,400,000,000
30
14,000
Graystone Consulting - Atlanta, GA Atlanta GA 1997 3 $1,400,000,000
80
35,000
Washington Financial Group McLean VA 1983 6 $1,400,000,000
163
31,000
Chepenik Financial Orlando FL 1997 4 $1,350,000,000
87
88,000
Strategic Retirement Partners - Midwest Urbandale IA 1992 1 $1,334,928,366
68
26,000
The SeaPort Group at Morgan Stanley Porltand OR 2004 1 $1,307,702,421
44
17,500
Shepherd Financial Carmel IN 2015 3 $1,226,863,869
142
25,052
Paris International Great Neck NY 1970 2 $1,200,000,000
200
100,000
RMB Capital Chicago IL 2005 3 $1,122,437,388
44
10,000
Graystone Consulting - Charleston, WV Charleston WV 2006 6 $1,100,000,000
45
21,000
The Mahoney Group of Raymond James West Nyack NY 1992 5 $1,100,000,000
45
20,000
Peak Financial Group, LLC Houston TX 2002 3 $1,098,136,818
73
20,000
Burnham Gibson Wealth Advisors, Inc. Irvine CA 2016 10 $1,052,284,793
66
24,974
Three Bell Capital Los Altos CA 2011 6 $1,050,000,000
170
16,000
Gallagher - Ohio Team Cleveland OH 1927 5 $1,022,260,412
155
14,500
Benjamin & Company, LLC Philadelphia PA 2018 3 $1,000,000,000
40
60,000
Deschutes Investment Consulting Portland OR 1998 4 $1,000,000,000
105
20,000
Strategic Retirement Partners - Great Lakes Shorewood IL 2004 3 $1,000,000,000
100
16,500
The Kraematon Group, Inc. Wellesley MA 1982 1 $1,000,000,000
47
12,340
CAPTRUST Santa Barbara Santa Barbara CA 1988 5 $982,323,663
55
21,000
CAPTRUST New York - Downtown New York NY 2012 1 $981,456,100
20
23,000
The Ratay Group at Morgan Stanley Lisle IL 1992 2 $980,000,000
35
6,000
The Corbett Gehler Group Madison WI 2004 2 $922,506,591
10
6,000
A.P. Lubrano & Company, Inc. Paoli PA 1989 5 $904,000,000
31
60,000
Teros Advisors (formerly SLW Retirement Plan Advisors) Lafayette CA 2007 5 $856,000,000
108
17,000
401(k) Plan Professionals Edina MN 2007 3 $850,000,000
85
9,500
Lakeside Wealth Management Chesterton IN 2004 20 $850,000,000
184
20,000
Lawley Retirement Advisors Buffalo NY 2011 4 $840,000,000
125
20,000
Assurance Financial Services Schaumburg IL 2016 4 $825,000,000
118
17,000
LMC Financial Services West Des Moines IA 1865 4 $810,000,000
56
6,400
Graystone Consulting – Pittsburgh, PA, Cleveland, OH Hudson OH 2013 5 $800,000,000
64
15,000
Retirement Resources Peabody MA 1995 2 $795,000,000
32
14,000
Retirement & Benefit Partners - Member Firm of GRP Advisor Alliance Barrington RI 2017 4 $794,897,276
56
12,982
PPS Retirement Advisors - Member Firm of GRP Advisor Alliance Williamsville NY 2017 3 $765,000,000
275
14,000
CoBiz Retirement Advisory Services Denver CO 2010 3 $750,000,000
70
14,000
OneGroup Retirement Advisors Syracuse NY 2018 4 $750,000,000
112
6,500
SRP - West Coast Shorewood IL 2003 3 $750,000,000
84
9,700
The Insurance Exchange Retirement Team Rockville MD 2000 3 $750,000,000
95
12,000
Atlanta Retirement Partners Atlanta GA 1998 3 $741,000,000
91
11,000
Valley Forge Investment Consultants, Inc. King of Prussia PA 1991 8 $740,000,000
135
13,000
Strategic Retirement Partners - Northern California Redwood City CA 2003 3 $736,308,335
87
20,000
JSL Retirement Services Group Birmingham AL 2007 3 $732,000,000
94
15,000
RSG Advisor - Member Firm of GRP Advisor Alliance Portsmouth NH 2005 6 $694,000,000
180
9,901
The Rouleau Bevans Corleto Investment Consulting Group of Wells Fargo Advisors Eugene OR 1999 6 $670,000,000
103
11,000
Strategic Retirement Partners - Upstate NY Buffalo NY 1990 2 $659,928,332
46
11,500
CCR Wealth Management, LLC Westborough MA 1998 3 $650,000,000
340
5,000
ISC Advisors, Inc. Dallas TX 1989 6 $630,000,000
119
14,000
Woodruff Sawyer San Francisco CA   2 $630,000,000
54
10,000
FRS Capital Management - Member Firm of GRP Advisor Alliance King of Prussia PA 1984 5 $625,000,000
135
24,000
Vita Planning Group Mountain View CA 1979 3 $607,464,674
72
9,327
Ellison Kibler & Associates Columbia SC 1983 6 $600,274,696
70
11,795
LHD Retirement Indianapolis IN 2004 2 $600,000,000
100
10,000
Silicon Valley Retirement Services San Jose CA 2010 2 $600,000,000
53
12,500
Blueway Financial Partners of Raymond James Grand Rapids MI 2011 2 $585,000,000
7
5,500
Retirement Plan Consultants - Member Firm of GRP Advisor Alliance Salt Lake City UT 2003 1 $583,350,000
36
15,000
M3 Financial Madison WI 2010 4 $576,000,000
84
7,100
CFS Investment Advisory Services, L.L.C. Totowa NJ 1993 2 $575,000,000
115
5,000
The Bearing Group at Morgan Stanley Chicago IL 1992 4 $568,000,000
38
11,000
Infinitas Coordinated Wealth Counsel Overland Park KS 1990 17 $566,883,000
127
10,698
Douglas R. Peete & Associates Overland Park KS 1980 1 $550,000,000
126
5,164
EPIC Retirement Services Consulting, LLC New York NY 1999 2 $550,000,000
50
8,500
Flynn Benefits Group Troy MI 2005 4 $550,000,000
27
4,800
Quintes Salinas CA 1986 3 $550,000,000
350
15,000
RCM&D Retirement Services Towson MD 2008 3 $550,000,000
35
3,000
CSG Capital Partners of Janney Montgomery Scott Washington DC 2002 5 $545,000,000
43
11,500
RTD Financial Philadelphia PA 1983 18 $541,051,491
10
5,799
VisionPoint Dallas TX 2013 4 $530,000,000
70
50,000
CSi Advisory Services - Member Firm of GRP Advisor Alliance Indianapolis IN 1971 3 $525,000,000
225
17,000
The Clift Group at Morgan Stanley Dallas TX 1985 3 $525,000,000
20
28,000
CAPTRUST Houston Houston TX 2009 2 $513,296,858
21
10,000
Hays Financial Minneapolis MN 1994 4 $510,000,000
26
2,700
Stark Miller Financial Benefits Group Lafayette CA 1967 3 $503,000,000
94
11,500
Raffa Retirement Services - Member Firm of GRP Advisor Alliance Rockville MD 1999 4 $500,000,000
164
5,700
The Horton Team Hartford CT   3 $500,000,000
65
20,000
The Schwamb O’Day Group at Morgan Stanley Garden City NY 2010 5 $500,000,000
175
30,000
OneDigital Retirement Partners Nashville TN 2007 1 $490,000,000
28
7,100
RDH Investment Group Spokane Valley WA 2011 5 $484,724,243
34
8,000
Abbey Street Eden Prairie MN 2018 1 $475,000,000
45
9,200
Trutina Financial Bellevue WA 2005 6 $465,000,000
125
10,000
Geringer Laub Wealth Management Group Wichita KS 1983 7 $450,000,000
53
8,000
MidAtlantic Retirement Planning Specialists Wilmington DE 1998 3 $450,000,000
135
10,000
CAPTRUST Greenwich Greenwich CT 2013 2 $448,350,451
8
4,500
Kidder Advisers, LLC West Des Moines IA 1996 6 $440,000,000
149
5,200
Latus Group, Ltd. Las Vegas NV 2009 3 $432,000,000
62
15,112
CAPTRUST New York - Port Washington Port Washington NY 2007 1 $429,041,042
10
16,000
The HF Retirement Group of Wells Fargo Advisors Los Angeles CA 2006 2 $425,000,000
65
10,000
Evergreen Consulting, Inc Chattanooga TN 1990 13 $417,000,000
47
40,000
Eukles Wealth Management Cincinnati OH 2011 5 $400,966,182
40
7,337
Graystone Consulting - Birmingham, MI, The Brice Group Birmingham MI 1967 4 $400,900,000
29
7,300
Capital Benefits, LLC Fairfield NJ 2003 3 $400,000,000
78
3,500
JKJ Retirement Services Newtown PA 1934 1 $400,000,000
51
3,800
PWMG 401(k) Advisors Worcester MA 2001 5 $400,000,000
380
5,000
Treasury Partners New York NY 1983 7 $400,000,000
23
8,000
The EWS Group at Morgan Stanley Rochester NY 2014 3 $394,000,000
29
5,728
Strategic Retirement Partners - Mid Atlantic Williamsburd VA 1988 1 $371,970,085
39
8,500
My 360 Wealth Management Group Glendale CA 2008 3 $370,000,000
48
1,000
Hilb Group Retirement Services - Member Firm of GRP Advisor Alliance Warwick RI 2009 2 $356,937,178
150
7,200
Forrester Wealth Advisors Washington DC 2001 2 $355,000,000
28
4,800
Goudin & McCarthy, LLC Basking Ridge NJ 1999 4 $350,000,000
36
3,250
Westgate Capital Consultants Tacoma WA 1988 3 $350,000,000
100
5,500
The TRC Group at Morgan Stanley San Diego CA 2003 2 $346,000,000
87
3,500
Horizon Financial Group Baton Rouge LA 1999 3 $344,570,000
58
5,000
The BST Group Middleton MA   3 $340,000,000
90
5,000
Diversified Financial Advisors, LLC Towb And Country MO 1989 4 $335,000,000
130
3,750
The Caves - Wiese Group at Morgan Stanley Los Angeles CA 2012 2 $330,000,000
58
10,500
Emmett G. Dupas III - Northwestern Mutual Metairie LA 2003 1 $325,720,182
120
7,200
McLaughlin Asset Management Haddonfield NJ 2011 3 $325,000,000
35
2,540
Retirement Plan Solutions - Member Firm of GRP advisor alliance San Ramon CA 1991 2 $320,000,000
125
3,750
Fisher Investments 401(k) Solutions Camas WA 2014 18 $311,000,000
145
6,304
Boston Partners Financial Group, LLC Andover MA 1995 3 $307,440,000
49
11,000
401 (k) advisers arizona - Member Firm of GRP Advisor Alliance Phoenix AZ 1987 3 $300,000,000
29
14,000
The Fortis Group at Morgan Stanley Columbus OH 2015 5 $300,000,000
20
600
Strategic Retirement Partners Sherman TX 2003 1 $300,000,000
9
360
Strategic Retirement Partners - Twin Cities Prior Lake MN 1996 1 $287,505,619
54
12,500
Tsukazaki & Associates, LLC Honolulu HI 2004 4 $280,000,000
90
5,000
Retirement Plan Consultants, The Philadelphia Group King of Prussia PA 2002 5 $275,613,000
58
4,371
Insight Financial Partners, LLC Lakewood IL 2017 2 $274,892,105
23
13,171
Achieve Retirement - Member Firm of GRP Advisor Alliance Denver CO 2004 4 $270,000,000
150
7,000
Connor & Gallagher OneSource Lisle IL 2016 3 $265,000,000
50
11,000
Excelsior Wealth Management at Morgan Stanley New York NY 1997 3 $261,387,520
26
4,148
Strategic Retirement Partners - Central Florida Maitland FL 1996 1 $258,366,084
40
5,000
Graystone Consulting - Baltimore, MD, The J.K. Meek Group Baltimore MD 1990 5 $257,615,403
12
6,016
Meridian Wealth Partners Blue Bell PA 2014 3 $255,481,186
65
2,500
QP Consulting, LLC Takoma Park MD 2002 1 $245,811,000
39
2,500
Aurum Wealth Management Group Mayfield Village OH 2014/2006 6 $245,000,000
67
5,500
Trust Company of Illinois Downers Grove IL 1993 3 $240,000,000
80
4,000
The Radcliff-Schatzman Group at Morgan Stanley Mobile AL 1992 4 $230,000,000
32
20,000
Siegel, Martin & Associates Washington DC 2006 4 $225,000,000
102
5,000
Manhattan Ridge Advisors New York NY 2006 3 $220,000,000
61
1,925
Strategic Financial Services - Member Firm of GRP Advisor Alliance Utica NY 1979 10 $204,000,000
42
2,700
AMCORP San Antonio TX 1981 8 $200,000,000
40
7,000
Blueprint Financial Corporation Cleveland OH 2007 2 $200,000,000
15
3,400
Beltz Ianni & Associates, LLC Rochester NY 2001 13 $190,967,960
77
3,814
Westlake, Grahl, and Glover Granite Bay CA 2000 13 $190,000,000
55
2,200
Strategic Retirement Partners - Oklahoma Tulsa OK 1990 1 $189,652,289
24
5,000
Strategic Retirement Partners - Maryland Annapolis MD 1991 1 $172,535,181
29
3,000
Eidlin Kilmer & Associates Pittsford NY 1998 5 $167,115,268
45
2,600
Grinkmeyer Leonard Financial Birmingham AL 2007 4 $165,000,000
22
5,800
Kelley Financial Services, Inc. Omaha NE   1 $165,000,000
28
2,947
Jbara and Rogers Financial Management Group at Morgan Stanley Farmington Hills MI 1984 3 $160,000,000
22
1,500
N W Kaye Private Investment Management LLC New Orleans LA 2016 5 $160,000,000
2
2,700
Employee Benefit Designs Springfield MO 1997 8 $159,000,000
43
3,000
Garcia Wealth Management Group Templeton CA 1999 4 $155,000,000
70
3,000
Matsock & Associates - Member Firm of GRP Advisor Alliance Phoenix AZ 2003 1 $150,000,000
45
1,500
Lincoln Insurance Services- Member of GRP Advisor Alliance Walnut Creek CA 1986 2 $143,000,000
60
3,000
The Burns/Marchiano Group at Morgan Stanley Morristown NJ 2010 4 $130,000,000
40
2,500
Centura Advisors Baton Rouge LA     $125,000,000
80
2,000
Kirby Wealth Management Group Champaign IL 1995 1 $125,000,000
60
3,000
Fiduciary Wealth Management, LLC Alexandria VA 2010 2 $124,128,897
68
2,618
Strategic Retirement Partners - Rocky Mountains Littleton CO 1997 1 $119,818,748
27
3,500
ALTUS Consulting Group The Woodlands TX 2003 1 $116,000,000
82
7,500
Alpha Capital Management Group Centennial CO 2015 2 $115,000,000
245
3,500
Investors Brokerage of Texas, Ltd. Waco TX 1982   $115,000,000
40
3,500
Summit Group Retirement Planners, Inc. Exton PA 2013 2 $110,000,000
45
4,000
S.C. Asset Advisors of Janney Montgomery Scott, LLC Columbia SC 2003 2 $105,963,718
20
1,574
Perrone Wealth Management Group at Morgan Stanley Louisville KY 1993 4 $101,800,000
34
1,800
Archford Capital Strategies, LLC Swansea IL 2013 6 $100,868,187
47
2,601
Financial Technology East Lansing MI 1980 5 $100,000,000
70
1,000
Strategic Retirement Partners - Michigan Northville MI 1996 1 $100,000,000
18
2,000