Top 50 Independent Advisory Firms In The Nation

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American Registry

An independent company, not affiliated with or endorsed by "Barron's" or its publisher.

Recognized By: Barron's
Publication Date: September 2019
Number of Honorees: 44

Businesses Receiving This Recognition

WE family Offices Multiple Locations
Sequoia Financial Group LLC Akron, OH
Bartlett Wealth Management | Cincinnati Cincinnati, OH
Balasa Dinverno Foltz LLC Itasca, IL
Athena Capital Advisors LLC Lincoln, MA
Private Advisor Group
Mariner Wealth Advisors Overland Park, KS
Moneta Group Investment Advisors St. Louis, MO
Mercer Advisors Wealth Management Denver, CO
Tiedemann Advisors New York, NY
Wealth Enhancement MN
Stratos Wealth Partners Beachwood, OH
Evercore Partners Multiple Locations
Johnson Investment Counsel OH
Beacon Pointe Advisors Newport Beach, CA
GW & Wade
Douglas Lane & Associates New York, NY
RMB Capital Chicago, IL
Welch & Forbes LLC Boston, MA
Baker Street Advisors San Francisco, CA
EP Wealth Advisors Torrance, CA
Bronfman Rothschild 301.679.6212, MI
Kovitz Investment Group Chicago, IL
Balasa Dinverno Foltz LLC Chicago, IL
Clifton Larson Allen Shawnee, OK

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