September 1, 2011 Comments (0) Blog, Securities Fraud

A List of the Biggest “Fee-only Firms” by Assets Under Management (AUM)

(Last Updated On: July 17, 2015)

Investmentnews.com recently published a list of the biggest “fee-only firms” on their website. They compiled this list with data from the RIA Database. The full list includes the total amounts of Assests Under Management (AUM) and that is further broken down by discretionary and non-discretionary assets.

The list of firms in order of AUM is as follows:

Genspring Family Offices LLC, Veritable LP, The Mutual Fund Store, Rockefeller Financial, Silvercrest Asset Management Group LLC, Ronald Blue & Co. LLC, Harris myCFO Investment Advisory Services LLC, Everett Harris & Co., BBR Partners LLC, Mercer Global Advisors Inc., Klingenstein Fields & Co. LLC, KLS Professional Advisors Group LLC , Luminous Capital LLC, Palisade Capital Management LLC, Williams Jones & Associates LLC, Aspiriant LLC, Welch & Forbes LLC, Ferguson Wellman Capital Management Inc., Buckingham Asset Management LLC, Gofen and Glossberg LLC, Wetherby Asset Management, Bartlett & Co., Avalon Advisors LLC, Evercore Wealth Management LLC, Cornerstone Advisors Inc., Douglas C. Lane & Associates Inc., Evanson Asset Management LLC, R.M. Davis Inc., Signature Financial Management Inc., Atherton Lane Advisers LLC, Tiedemann Wealth Management LLC, RegentAtlantic Capital LLC, Ballentine Partners LLC, Dearborn Partners LLC, Savant Capital Management Inc., Inverness Counsel LLC, Foundation Resource Management Inc., Northside Capital Management LLC, Capital Investment Counsel Inc., myCIO Wealth Partners LLC  , Gresham Partners LLC, Mill Creek Capital Advisors LLC, Creative Planning Inc., Heintzberger Payne Advisors, Homrich Berg, Choate Investment Advisors, RMB Capital Management, Dowling & Yahnke LLC, Bingham Osborn & Scarborough LLC, Brighton Jones LLC, Linscomb & Williams, Balasa Dinverno Foltz LLC, Plancorp LLC, Silver Bridge Advisors LLC, Tolleson Private Wealth Management

For the full listing with the total discretionary and non-discretionary AUM visit investmentnews.com

The White Law Group, LLC is a national securities fraud, securities arbitration, investor protection, and securities regulation/compliance law firm with offices in Chicago, Illinois and Boca Raton, Florida.

For more information on The White Law Group, please visit our website at www.whitesecuritieslaw.com

-->