2020 America's Top 100 RIA Firms

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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 2020
Number of Honorees: 87

Businesses Receiving This Recognition

Cresset Chicago, IL
Churchill Management Group St. Louis, MO
EP Wealth Advisors Torrance, CA
Eaton Vance Management Boston, MA
Pathstone Multiple Locations
GW & Wade, LLC Boston, MA
RSM US LLP Minneapolis, MN
Homrich Berg Atlanta, GA
Bartlett Wealth Management Cincinnati, OH
Summit Trail Advisors New York, NY
Welch & Forbes LLC Boston, MA
Douglas C. Lane & Associates New York, NY
Wealth Advisors Minneapolis, MN
myCIO Wealth Partners
Baker Street Advisors LLC CA
Mason Investment Advisory Services Reston, VA
Lido Advisors CA
Ferguson Wellman Capital Management OR
Clarfeld Financial Advisors Tarrytown, NY
RMB Capital Chicago, IL
RegentAtlantic Morristown, NJ
Kovitz Investment Group Chicago, IL
RGT Wealth Advisors Dallas, TX
CV Advisors LLC Miami, FL
Balasa Dinverno Foltz LLC Itasca, IL

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Recent Honors

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25 Financial Planners - Fee-Based