% of assets managed
14,743 advisers. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
California
San Francisco136Los Angeles126San Diego123Newport Beach93Irvine64Pasadena53Walnut Creek43Santa Barbara40Westlake Village36Carlsbad29La Jolla28San Rafael28Sacramento27San Jose27San Mateo25Santa Monica24Palo Alto22Oakland21San Ramon20Menlo Park19Beverly Hills19San Luis Obispo18Manhattan Beach18El Segundo18Torrance16Roseville16Woodland Hills15Danville14Los Altos13Orange13
Texas
Houston199Dallas194Austin132San Antonio68Fort Worth48Plano47The Woodlands36Southlake20Frisco20Richardson16Lubbock13Sugar Land12Waco11McKinney11El Paso10Denton9Cedar Park9Amarillo8Round Rock8New Braunfels8Flower Mound7Lakeway7Kingwood7Midland6Corpus Christi6Addison6Allen5McAllen5Grapevine5Victoria5
Florida
Miami168Tampa66Coral Gables62Boca Raton52Sarasota47Naples46Orlando39Jacksonville35Palm Beach Gardens30Winter Park27West Palm Beach25St Petersburg24Fort Lauderdale24Clearwater17Jupiter15Aventura14Stuart13Ponte Vedra Beach13Lake Mary12Fort Myers11Miami Beach11Melbourne11Tallahassee11Lakeland9Maitland9Pensacola9Vero Beach9Plantation8Daytona Beach8Bradenton8
New York
New York514Rochester31Pittsford27Brooklyn23Buffalo21Melville20Garden City20Williamsville16White Plains16Albany15Saratoga Springs14Rye Brook11Syracuse9Purchase8Fairport8Hauppauge7Victor7Amherst7Harrison6Jericho6Great Neck6Staten Island6Woodbury6Dewitt6Syosset5Utica5Ithaca5East Syracuse5Orchard Park5Armonk5
Pennsylvania
Pittsburgh52Philadelphia35Lancaster23Wayne17Berwyn15Radnor15Newtown14Wexford14Conshohocken14Erie12Doylestown11Canonsburg11Allentown10Malvern10West Chester10Wyomissing9Sewickley9Media9Harrisburg9King of Prussia9Bethlehem9Yardley8Newtown Square7Blue Bell7West Conshohocken7Exton7Chadds Ford7State College6Camp Hill6Mechanicsburg6
Illinois
Chicago168Naperville26Northbrook23Oak Brook12Lake Forest11Downers Grove11Northfield11Schaumburg11Lisle9Champaign9Springfield8Deerfield8Barrington8Orland Park8Oakbrook Terrace7Geneva6Evanston6Wheaton6Peoria6Winnetka6Hinsdale6Burr Ridge5Glenview5Arlington Heights5Rockford5Oak Park5Elmhurst5Lake Bluff4Des Plaines4Bloomington4
Ohio
Cincinnati84Columbus58Dublin29Cleveland26Beachwood16Dayton15Akron15Canton14Westlake14Independence14Westerville13Toledo9Pepper Pike8Centerville7Maumee7Hudson6New Albany6Medina6Worthington5Mason5Canfield5Uniontown4Broadview Heights4Springboro4Milford4West Chester4Powell4Rocky River4Mentor4Upper Arlington4
Massachusetts
Boston146Braintree17Needham14Wellesley13Waltham11Woburn9Hingham8Newton8Concord8Beverly8Framingham8Plymouth7Andover7Burlington7Cambridge7Westborough6Dedham6North Andover6Danvers5Worcester5Lexington5Westford4Medfield4Norwell4Wakefield4Duxbury4Natick4Springfield4Wrentham3Great Barrington3
Georgia
Atlanta181Alpharetta39Marietta22Savannah15Athens12Duluth11Roswell9Woodstock9Augusta8Suwanee8Macon7Kennesaw6Decatur6Columbus6Watkinsville5Johns Creek5Cumming5Milton5Gainesville5Thomasville4Peachtree Corners3Canton3Valdosta3McDonough3Buford3Sandy Springs2Conyers2Jonesboro2Snellville2Statesboro2
New Jersey
Princeton32Red Bank24Summit14Morristown12Jersey City11Parsippany9Fairfield8Short Hills8Marlton8Cranford8Englewood Cliffs7Toms River6Hackensack6Ridgewood5Moorestown5Totowa5Voorhees5Manasquan5Woodcliff Lake4Flemington4Kingston4Warren4Montclair4Bedminster4Old Bridge4Ramsey4Chester4Westfield4Northfield4Cherry Hill4
Michigan
Troy39Grand Rapids35Bloomfield Hills29Ann Arbor23Southfield16Traverse City15Kalamazoo13Plymouth11Novi11Brighton11Portage10Birmingham10Farmington Hills9Holland8Royal Oak8Livonia7Northville6Lansing6Okemos6Bingham Farms5East Lansing4Jenison4Ada4Rochester4Grosse Pointe Farms4Clarkston4Bay City4Jackson4Grand Blanc4Sterling Heights4
Colorado
Denver112Greenwood Village39Colorado Springs34Boulder25Fort Collins21Englewood18Littleton15Centennial15Lakewood10Highlands Ranch9Durango8Lone Tree7Broomfield7Louisville7Golden6Monument5Montrose5Castle Rock5Westminster4Arvada4Loveland4Parker3Basalt3Aspen3Evergreen2Steamboat Springs2Grand Junction2Windsor2Pagosa Springs2Glendale2
Virginia
Richmond56McLean28Alexandria24Virginia Beach24Arlington23Charlottesville19Reston18Roanoke13Vienna13Glen Allen11Norfolk11Lynchburg10Fairfax10Ashburn8Williamsburg6Leesburg5Herndon5Newport News5Middleburg4Midlothian4Falls Church4Chesapeake4Henrico4Chantilly4Winchester3Tysons3Great Falls3Harrisonburg3Tysons Corner2Forest2
North Carolina
Charlotte91Raleigh56Greensboro21Winston-Salem20Chapel Hill19Durham15Cary14Wilmington12Asheville10Concord6Southern Pines5Matthews5Cornelius5Greenville5Mooresville5Statesville5Huntersville4Hickory4Apex4Pinehurst3Rocky Mount3Boone2Fayetteville2Davidson2Salisbury2Hendersonville2Shelby2Wake Forest2Fuquay-Varina2High Point2
Arizona
Scottsdale126Phoenix59Tucson41Gilbert22Mesa20Tempe18Chandler16Peoria6Prescott6Fountain Hills5Glendale5Surprise5Flagstaff4Oro Valley3Sun City3Paradise Valley2Yuma2Goodyear1Tuscon1Cave Creek1Sierra Vista1Marana1Sedona1Show Low1Kingman1San Tan Valley1
Washington
Seattle69Bellevue49Spokane29Vancouver23Bellingham13Kirkland12Tacoma10Olympia8Gig Harbor7Edmonds7Federal Way6Mercer Island6Yakima5Issaquah5Camas4Kennewick4Everett4Redmond4Bothell3Bainbridge Island3Liberty Lake3Lynnwood3Wenatchee3Silverdale3Spokane Valley3Walla Walla3Port Angeles3Richland2Sequim2Sunnyside2
Minnesota
Minneapolis58Edina27Minnetonka23Bloomington22Plymouth15Eden Prairie12St. Paul11Wayzata10Maple Grove8St. Louis Park7Arden Hills7Woodbury6Saint Paul5Eagan4St. Cloud3Coon Rapids3Excelsior3Rochester3Shoreview3Cambridge2Red Wing2Mankato2New Brighton2Mendota Heights2Vadnais Heights2Burnsville2Prior Lake2Lakeville2White Bear Lake2Long Lake2
Connecticut
Stamford41Greenwich26Westport23Darien16Glastonbury13Shelton12Farmington10West Hartford8Wilton7Hartford7New Canaan6Guilford6Southport5Norwalk5Essex5Avon5Fairfield4New Haven4Cheshire4Ridgefield3South Windsor3Rocky Hill3Mystic3Madison3Wethersfield3North Haven3Southbury3Branford2Bloomfield2Waterford2
Tennessee
Memphis47Knoxville44Nashville37Chattanooga28Franklin22Brentwood21Johnson City7Germantown7Kingsport5Murfreesboro5Jackson4Cordova3Tullahoma2Hixson2Clarksville2Greeneville2Cookeville2Hendersonville2Maryville2Goodlettsville2Collierville2College Grove1Lakeland1Athens1Mt Juliet1Ooltewah1Hermitage1Bolivar1Manchester1Lebanon1
Maryland
Bethesda36Baltimore30Rockville21Annapolis18Towson18Hunt Valley16Chevy Chase13Columbia9Frederick8Timonium7Gaithersburg6Owings Mills4Easton4Silver Spring4Lutherville4Ellicott City3North Bethesda3Westminster3Laurel2Chester2Takoma Park2Ocean City2Germantown2Phoenix2Bel Air2Woodbine1Cockeysville1Crofton1Dunkirk1Olney1
Missouri
St. Louis68Kansas City26Saint Louis20Springfield18Chesterfield15Clayton13Columbia11Lee's Summit6O'Fallon4North Kansas City4Creve Coeur3Saint Charles3Manchester3Ellisville3Liberty3Cape Girardeau2Lees Summit2Sunset Hills2Independence2Lake St. Louis2St. Charles2Sedalia2Centralia1Kirkwood1Dexter1Crystal City1Bethany1Jefferson City1University City1Poplar Bluff1
Wisconsin
Milwaukee38Madison36Appleton21Brookfield13Green Bay10Mequon10Waukesha8Middleton6Wausau5West Bend5Wauwatosa4Hartland3Delafield3Altoona3Oshkosh3Pewaukee3Lake Geneva3Kenosha3Eau Claire3Waunakee2La Crosse2Wisconsin Rapids2Elm Grove2Neenah2Oak Creek1Hortonville1Muskego1Crivitz1East Troy1Fort Atkinson1
Indiana
Indianapolis56Carmel27Fort Wayne22Fishers10Bloomington6South Bend6Greenwood5Zionsville5Columbus5Evansville4Lafayette4New Albany3Jeffersonville3Kokomo3Brownsburg3Valparaiso3West Lafayette2Muncie2Greenfield2Auburn2Crown Point2Merrillville2Dyer2Plainfield2Granger2Terre Haute2Whiting1Kendallville1New Haven1Highland1
Oregon
Portland72Lake Oswego34Bend18Beaverton13Eugene11Salem8West Linn7Hillsboro5Tigard5Clackamas5Corvallis4Grants Pass4Oregon City3Jacksonville3Ashland3Tualatin3Gresham2Hood River2Roseburg2Medford2Canby1Milton-Freewater1Aurora1La Grande1McMinnville1Coos Bay1Sherwood1Milwaukie1Klamath Falls1Gladstone1
Utah
Salt Lake City46Lehi17South Jordan12Provo11Draper10Orem8Cottonwood Heights6Holladay6St. George6Sandy6Logan5Bountiful4Farmington4Centerville3Ogden3Midvale3Cedar City3American Fork2Park City2Murray2Alpine2Millcreek1North Logan1Woods Cross1Vernal1Tooele1West Jordan1West Valley1Cedar Hills1North Salt Lake1
Kansas
Overland Park90Wichita16Topeka15Leawood13Salina7Lawrence6Manhattan4Prairie Village3Mission3Hutchinson2Shawnee2Lenexa2Leavenworth1Ellsworth1Wellington1Mulvane1Dodge City1Seneca1Hays1Fairway1Mission Woods1Kingman1Silver Lake1McPherson1Belleville1Haysville1Ellinwood1
South Carolina
Greenville26Charleston20Columbia19Mount Pleasant18Mt. Pleasant11Bluffton9Myrtle Beach6Rock Hill5Fort Mill5Summerville5Daniel Island5Aiken3Beaufort2Spartanburg2Clover2Greenwood2Seneca2Hilton Head Island2Florence2Greer2Moncks Corner1Lexington1Lake Wylie1Johns Island1York1Ridgeland1Lake City1Pawleys Island1Hilton Head1Boiling Springs1
Oklahoma
Tulsa46Oklahoma City40Edmond12Bartlesville5Norman4Clinton2Bethany2Ponca City1McAlester1Ardmore1Durant1Sapulpa1Bixby1Stillwater1Stigler1Broken Arrow1Nichols Hills1
Alabama
Birmingham49Mobile12Huntsville12Fairhope6Montgomery6Daphne4Hoover4Vestavia Hills4Tuscaloosa4Homewood3Dothan3Auburn2Mountain Brook2Vestavia1Alexander City1Enterprise1Andalusia1Guntersville1Gadsden1Elberta1Opelika1Anniston1Cullman1
Louisiana
New Orleans25Baton Rouge17Metairie17Lafayette12Shreveport8Mandeville7Covington6Monroe4Ruston2Prairieville2Saint Francisville2Youngsville2Pineville2Houma2Kaplan1Slidell1Chalmette1Gonzales1Opelousas1Abbeville1Minden1Harahan1Marrero1Thibodaux1
Iowa
West Des Moines18Des Moines15Cedar Rapids,12Urbandale8Dubuque5Clive4Davenport4Cedar Falls3Ankeny3Waterloo3Johnston3Bettendorf3Coralville3Council Bluffs2Windsor Heights2Forest City2North Liberty2Waverly1Waukee1Guthrie Center1Clarion1Ames1Orange City1Jesup1Grimes1Iowa City1Spencer1Sioux City1Mount Vernon1Eldridge1
Kentucky
Louisville50Lexington32Covington4Prospect3Bowling Green2Elizabethtown2Ft. Mitchell1Bardstown1Mayfield1Florence1Edgewood1Paducah1Ashland1Munfordville1Union1Glasgow1Brandenburg1Campbellsville1Crescent Springs1Owensboro1Nicholasville1Bellevue1Mt. Sterling1Richmond1Frankfort1
Nevada
Las Vegas52Reno26Henderson15Incline Village3Zephyr Cove2Elko2Pahrump1Carson City1Glenbrook1Sparks1Minden1Dayton1
New Hampshire
Portsmouth26Bedford16Manchester7Concord6Hanover6Windham4Lebanon3Exeter3Salem3Nashua3Amherst2Keene2Londonderry2Hampton2West Lebanon2Rye2Littleton1Newington1Peterborough1New London1Franklin1Porstmouth1Hollis1Tilton1Newfields1Derry1Sutton1Center Conway1Rochester1Laconia1
Nebraska
Omaha58Lincoln14Grand Island3North Platte2Norfolk2Kearney2Elkhorn1Arnold1Lavista1Beatrice1Louisville1Seward1Columbus1Blair1Hastings1
Idaho
Boise32Eagle10Meridian10Idaho Falls9Ketchum5Ammon3Coeur D'alene3Driggs2Sandpoint2Lewiston1Caldwell1Twin Falls1Post Falls1Moscow1Pocatello1Star1Salmon1Victor1Rexburg1
Arkansas
Little Rock38Rogers7Fayetteville6Bentonville6North Little Rock5Hot Springs4Russellville3Harrison2Magnolia2Lowell1Siloam Springs1Bismarck1Glenwood1Paragould1Roland1Hot Springs Village1Heber Springs1Springdale1Fort Smith1Cabot1Jonesboro1Mountain View1Mountain Home1
Rhode Island
Providence17Warwick7East Providence3Lincoln3Newport3North Kingstown3Cranston2West Warwick2Wakefield2Barrington2East Greenwich2Warren1Rumford1Charlestown1North Smithfield1Johnston1Smithfield1North Kingston1Cumberland1Smithfiled1Westerly1Portsmouth1
Maine
Portland13Bangor5South Portland3Falmouth3Yarmouth2Kennebunk1Winthrop1Rockport1Scarborough1Waterville1New Gloucester1Bar Harbor1Ellsworth1Farmingdale1Westbrook1Gardiner1Augusta1Brunswick1Island Falls1Wells1Rockland1Boothbay Harbor1Veazie1York1
Montana
Mississippi
Ridgeland12Jackson10Hattiesburg4Tupelo3Clinton3Clarksdale1Columbus1Oxford1Cleveland1Flowood1Corinth1Brookhaven1Madison1Starkville1
Vermont
Burlington10South Burlington8Shelburne2Norwich2Williston2Manchester Center2Manchester2Chester1Bennington1Essex Junction1White River Junction1Rutland1Montpelier1Middlebury1Saint Johnsbury1Brattleboro1S Burlington1North Bennington1
New Mexico
Delaware
Wyoming
Puerto Rico
South Dakota
North Dakota
District of Columbia
West Virginia
Wheeling4Charleston4Hurricane3Shepherdstown2Parkersburg2Princeton1Davin1Ripley1Vienna1South Charleston1Morgantown1Huntinton1Huntington1Weirton1President & Ceo1