AUM per client for Independent firms serving clients in Arizona

Independent firms active in Arizona 286 firms

Very Low $57K-$200K

Low $200K-$350K

Typical $350K-$650K

High $650K-$1.1M

Very High $1.1M-$2.4M

5th 20th 40th 60th 80th 95th

Median: $490K

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Firm	AUM/client	AUM	Clients	HNW client %
Advanced Financial Services	—	—	—	—
Alt Alpha Capital, LLC	—	$0	—	—
Aquifer Capital, LLC	—	—	—	—
Arcadia Wealth LLC	—	—	—	—
Aspen & Pine Asset Management	—	$0	—	—
Aurora Financial Planning & Investment Management LLC	—	$1.1M	—	—
Awaken Financial Designs LLC	—	—	—	—
Beacon Freedom Advisory, LLC	—	—	—	—
B&E Financial Services	—	$230K	—	—
Blue Crab Partners, LLC	—	$0	—	—
Bright Women Financial	—	—	—	—
Buttonwood Advisors, LLC	—	$0	—	—
CBK Financial Advisors LLC	—	—	—	—
Clearview Private Wealth	—	$0	—	—
Coats Wealth Management	—	—	—	—
Cognis Retirement Group LLC	—	—	—	—
Copper Square Private Wealth, LLC	—	$81K	—	—
Currents Wealth Strategies LLC	—	—	—	—
DCA Investment Advisory, LLC	—	$72K	—	—
Deborah Wealth Advisory LLC	—	—	—	—
Du Lac Investment Group, LLC	—	—	—	—
Dyad Financial Group	—	$0	—	—
Eckelberg Financial, Inc.	—	—	—	—
EP Wealth Management LLC	—	—	—	—
F. L. Arias & Associates, LLC	—	—	—	—
Fresh Forward	—	—	—	—
Groundwork Financial Partners	—	—	—	—
Guardian Financial Wealth Management Inc.	—	—	—	—
Harper Wealth Management LLC	—	—	—	—
Jain Wealthonomics	—	—	—	—
Jariwala Financial Wellness, LLC	—	—	—	—
JB Advisory LLC	—	$0	—	—
Jolley Wealth Management, LLC	—	$1.6M	—	—
JTNC Wealth Advisors LLC	—	$0	—	—
Kamson Financial	—	—	—	—
Legacy Wealth Advisors, LTD.	—	$3.8M	—	—
Life Story Wealth Planning	—	—	—	—
Lilliano Capital Management LLC	—	—	—	—
Macallen Capital	—	—	—	—
Mark Bussey & Associates, Lc	—	$1.1M	—	—
McBride Financial Services, Inc.	—	—	—	—
Meridian Passage	—	$0	—	—
Molinar & Co Financial Advocates	—	—	—	—
Montis Management	—	$0	—	—
Morphicapital	—	$0	—	—
My Financial Coach Planning, LLC	—	—	—	—
Overland Advisors	—	$0	—	—
Panoptic Global Wealth Management, LLC	—	$900K	—	—
Pure Financial LLC	—	$0	—	—
RaynMaker Financial	—	—	—	—
RHG Advisors LLC	—	$2.4M	—	—
RLT Capital, LLC	—	$2.8M	—	—
Robinson Stocks	—	—	—	—
Saffron Consulting Services LLC	—	—	—	—
Sage Advice Financial LLC	—	—	—	—
SA Investment Advisory	—	—	—	—
Sonoran Investment Advisors, LLC	—	—	—	—
Sunburst Financial Management LLC	—	—	—	—
Tekton Wealth Advisors	—	—	—	—
The Balance of Trade	—	$0	—	—
The Financial Chase LLC	—	—	—	—
The Money and Values Group	—	—	—	—
Think Wealth Advisory, LLC	—	$0	—	—
Tony Chrampanis & Co., L.L.C.	—	—	—	—
Transcend Advisor Inc.	—	—	—	—
Transition Family Wealth	—	$0	—	—
True Fiduciary Financial Advisors, LLC	—	—	—	—
True North Wealth Management, LLC	—	$1.9M	—	—
Vail Financial Advisors	—	—	—	—
Verab Financial Advisory LLC	—	—	—	—
Virtue Wealth Management	—	—	—	—
Wilbert Guilford, CFP, PLLC	—	$0	—	—
Annecy LLC	Very Low $16K	$16K	1	0%
Better World Planning	—	—	1	0%
Lifetime Investments & Insurance LLC	Very Low $50K	$50K	1	0%
Makarios Investments Inc	Very High $1.2M	$1.2M	1	100%
Uncaged Impact	Very Low $68K	$68K	1	0%
zQuant Advisory, LLC	Very Low $30K	$30K	1	0%
Blk Financial Advisors, LLC	Very High $2.7M	$5.4M	2	0%
Dynamic Financial Solutions, LLC	—	—	2	0%
P3 Financial Management, LLC	Very High $1.6M	$3.1M	2	100%
Sonoran Capital Management LLC	Typical $400K	$800K	2	100%
Wealth Resource Investment Advisors LLC	Very Low $64K	$130K	2	50%
Woodmont Financial Partners LLC	—	—	2	0%
Authentic Financial Planning	Very Low $50K	$150K	3	0%
Ebis	Very High $3.1M	$9.2M	3	67%
First Financial Strategies Inc	Very High $4.4M	$13M	3	67%
Joseph C. Longo, Attorney At Law	Very Low $0	$0	3	0%
Vivere Wealth Management LLC	Low $330K	$990K	3	0%
Iridescent Capital Management	Very Low $74K	$300K	4	25%
Kerns Legacy Planning	Very Low $69K	$280K	4	0%
Know Your Worth Financial	Typical $400K	$1.6M	4	0%
Aegis Wealth Partners, LLC	Very Low $190K	$930K	5	0%
Bustamante & Co	High $700K	$3.5M	5	80%
Donovan Legacy Advisors, LLC	High $790K	$4M	5	40%
Hobbs Advisory Services	—	—	5	0%
Jim Hannley, LLC	Very Low $19K	$95K	5	0%
RD Kelley Financial Group	Very High $2.4M	$12M	5	0%
RIHO Partners, LLC	Very High $15M	$76M	5	100%
Rockford Asset Management LLC	Low $230K	$1.1M	5	0%
Styra Wealth Management	Very Low $69K	$350K	5	0%
Chris Hays Wealth Management LLC	High $810K	$4.8M	6	0%
Dynamic Financial Planning	Very Low $150K	$920K	6	0%
Five Peaks Financial Consulting, Inc.	Very High $2.6M	$16M	6	100%
Fiwheels	Very High $1.7M	$10M	6	67%
Golden Acre Wealth Management	Very Low $120K	$700K	6	0%
Pluto Wealth Management	Low $260K	$1.5M	6	0%
Wellfit Financial	Very High $1.9M	$11M	6	17%
Betts LLC	Very Low $0	$0	7	43%
Big Cedar Investment Advisors	Very High $13M	$92M	7	14%
CMC Advisors LLC	Very High $2.7M	$19M	7	57%
Finest Edge Financial LLC	Very Low $100K	$710K	7	0%
Second Look Financial, LLC.	Very Low $48K	$340K	7	0%
Sedona Asset Management Services, LLC	High $790K	$5.5M	7	0%
212 Wealth Management	Low $260K	$2.1M	8	0%
Conspecta Capital, LLC	Low $300K	$2.4M	8	0%
EMRO Asset Management, LLC	High $1M	$8M	8	100%
Moonshot Planning LLC	Very Low $100K	$820K	8	0%
PK Quantitative Investing, LLC	Typical $590K	$4.7M	8	13%
Reset Financial Planning LLC	Very High $2M	$16M	8	100%
SaveVest, LLC	Very High $1.7M	$13M	8	88%
Six Sigma Wealth Advisors, LLC	High $680K	$5.4M	8	100%
Cool Wealth Management	Typical $380K	$3.4M	9	11%
Meeks Wealth Management, LLC	Very High $8.7M	$78M	9	0%
Missio Investment Management LLC	Very High $2.7M	$24M	9	67%
Insurance & Wealth Advisors, LLC.	Low $200K	$2M	10	0%
KRM Advisory Services	Low $220K	$2.2M	10	0%
Kurt Oelze, LLC	Low $310K	$3.1M	10	50%
SCT Wealth Management, LLC	Very High $1.1M	$11M	10	40%
Elevate Investment Management, LLC	Very High $3.3M	$37M	11	82%
Martin Financial Solutions, LLC	Low $200K	$2.2M	11	0%
GuideSource Capital Management, LLC	High $930K	$11M	12	33%
LTC Wealth Management, LLC	Low $260K	$3.1M	12	0%
Path Wealth Management, LLC	Low $330K	$4M	12	0%
49th Parallel Wealth Management	High $720K	$9.4M	13	23%
AG Global Advisors LLC	Very High $8.1M	$100M	13	100%
Factor Investment Solutions, LLC	—	—	13	0%
RJ Pace Financial	Typical $560K	$7.3M	13	0%
Estate & Retirement Strategies LLC	Low $300K	$4.3M	14	0%
QRIA, Inc.	Typical $360K	$5M	14	7%
Your Investment Advisor	Very Low $190K	$2.6M	14	0%
Keats, Connelly & Associates, Inc	Very Low $0	$0	15	100%
Purple Mountain Investment Advisors LLC	Very Low $170K	$2.5M	15	33%
Singh PWM LLC	Very High $1.6M	$24M	15	33%
Solitude Canyon Investment Advisors, LLC	High $730K	$11M	15	40%
STUDIOi, LLC	Low $340K	$5M	15	0%
The Innes Associates, Ltd.	Very Low $170K	$2.5M	15	0%
Ascension Advisors	High $1M	$17M	16	69%
Castaneda Financial Management	Very High $1.1M	$18M	16	44%
Crafted Financial Planning	Typical $580K	$9.3M	16	25%
Elion Financial, LLC	High $1.1M	$17M	16	25%
Planned Security Advisors LLC	Low $200K	$3.2M	16	6%
Viechnicki Wealth Mgmt, LLC	Very Low $0	$0	16	25%
Walsvick Wealth Management	Low $280K	$4.4M	16	0%
Enso Financial	Very Low $77K	$1.3M	17	0%
Personal Benefits Planning LLC	Very Low $170K	$3M	17	0%
Akkadian Wealth LLC	Low $280K	$5M	18	33%
Pinnacle Financial Freedom LLC	Very High $1.1M	$20M	18	33%
Thomas Capital Management, LLC	High $690K	$12M	18	28%
Trident Wealth Management, LLC	Low $310K	$5.6M	18	0%
Alpha Financial Nordic	High $680K	$13M	19	37%
Baron Capital Management, LLC	Very Low $110K	$2.1M	19	0%
DSA Asset Management, LLC	Typical $370K	$7M	19	26%
J. Mangone Capital Management LLC	Very High $2.4M	$46M	18	63%
JW Hecht Wealth Management LLC	Low $320K	$6.1M	19	0%
Sabino Investment Management, L.L.C.	Typical $500K	$9.5M	19	0%
Agnew Capital Management LLC	Very Low $150K	$3.1M	20	5%
Aspen Trail Wealth Management, LLC	High $830K	$17M	20	55%
D Squared Capital Management, LLC	Low $250K	$5M	20	0%
Weiss Financial Services	Typical $450K	$9M	20	0%
Arizona Wealth Strategies LLC	High $910K	$19M	21	62%
Asset Wealth Advisors, LLC	High $720K	$15M	21	57%
Beckett Collective	Very High $1.6M	$33M	21	33%
Continuum Wealth Management, LLC	Very High $2.2M	$46M	21	62%
Neuse River Capital, LLC	High $710K	$15M	21	0%
Paul Marascalco Registered Investment Advisor	Typical $390K	$8.2M	21	0%
Stonewall Equities, Ltd.	Low $290K	$6.1M	21	71%
Archstone Wealth Advisors, LLC	Typical $550K	$12M	22	14%
Kennon Wealth Management, LLC	—	—	22	0%
Nergard Wealth Management, LLC	High $970K	$21M	22	27%
Raymond John Management LLC	Very High $1.1M	$24M	22	32%
Tehrani Wealth Management, LLC	Very High $3.7M	$81M	22	55%
Integrity Advisors LLC	Low $340K	$7.8M	23	4%
Landphair Wealth Management LLC	Typical $550K	$13M	23	17%
Musser Financial Planning, LLC	Very Low $170K	$4M	23	13%
Pinnacle Peak Wealth Management	Very High $1.4M	$31M	23	74%
Ability First	Very Low $4.2K	$100K	24	100%
L. Jane Heist Wealth Management, Inc.	High $700K	$17M	24	13%
Maxwell Investment Advisory Services	Typical $390K	$9.2M	24	21%
Silver Leaf Financial, Inc.	Typical $390K	$9.5M	24	0%
Tulip Financial Planning LLC	Very Low $120K	$2.9M	24	0%
Wealthstone Private Wealth Management, LLC	Very High $1.9M	$46M	24	54%
Church Capital	Typical $560K	$14M	25	0%
Mahogany Financial Strategies LLC	Very Low $19K	$490K	25	12%
Nabers Wealth LLC	High $840K	$21M	25	20%
Wealth For Life, LLC	Typical $600K	$15M	25	12%
East Valley Wealth LLC	Low $330K	$8.5M	26	0%
Grinstead Wealth Management	Low $290K	$7.5M	26	15%
Wiley Capital Partners	Very High $1.1M	$29M	26	42%
Bowman Retirement Planning	High $950K	$26M	27	33%
Norris Wealth Management, LLC	Low $250K	$6.7M	27	19%
Clarity Northwest Wealth Management, LLC	—	—	28	0%
Burris Wealth Management, Inc.	Typical $400K	$12M	29	0%
Fuller Asset Management, LLC	Very High $1.2M	$33M	29	31%
LHA Capital Partners	Very High $2M	$57M	29	48%
1823 Wealth Management LLC	Low $290K	$8.8M	30	37%
Jaguar Investment Services, Ltd	Very High $1.3M	$40M	30	33%
Vibrant Wealth	High $840K	$25M	30	17%
TheMoneyMD.com, LLC	Typical $410K	$13M	31	10%
Echelon Private Wealth LLC	Typical $590K	$19M	32	0%
Envision Capital Management Ltd	Typical $490K	$16M	32	69%
Mulligan Capital, Inc.	Very High $1.3M	$40M	32	0%
Pelleton Capital Management, Ltd.	Typical $380K	$12M	32	0%
WealthLogic	High $790K	$25M	32	31%
Chevelon Capital Management LLC	Very High $1.6M	$53M	33	70%
Delphi Value Investments, LLC	Very Low $140K	$4.5M	33	27%
Investment Trends Capital Group LLC	High $850K	$28M	33	21%
WealthBound Advisors	Very Low $83K	$2.7M	33	9%
Camelback Capital Management, LLC	Typical $440K	$15M	34	38%
CSW Partners, LLC	—	—	34	0%
Oak Brook Asset Management, Corporation	High $1M	$36M	34	35%
VM Jones Financial Consulting, L.L.C.	Very High $1.3M	$45M	34	32%
Evergreen Investment Management, LLC	Typical $370K	$13M	35	20%
Flight Capital Management, LLC	Very High $1.2M	$42M	35	71%
Holyoak Wealth Management, LLC	Low $330K	$11M	35	0%
Pocket Project	Very Low $200K	$6.8M	35	0%
Canon Asset Management Advisory, LLC	Very High $1.7M	$60M	36	72%
Hermens Capital Management, Inc	Very High $1.5M	$54M	36	64%
Vintage Asset Management, LLC	High $910K	$33M	36	58%
Jewell Wealth Management Inc.	Low $310K	$12M	38	3%
Me Financial, PLLC	Typical $440K	$17M	38	26%
O'Connor Capital Advisory, LLC	Very High $2.4M	$90M	38	100%
Vault Financial, LLC	High $970K	$37M	38	0%
Belden Financial, LLC	Typical $560K	$22M	39	21%
Tetrant Financial	Very Low $110K	$4.5M	39	0%
The Coleridge Group LLC	Very High $1.4M	$56M	39	46%
Beacon Bay Asset Management LLC	High $820K	$33M	40	0%
Camden Financial Management, Inc.	Very High $3.9M	$160M	40	100%
Hutchison Investment Advisors	—	—	40	0%
Montebello Avenue	Very High $1.4M	$56M	40	73%
R.B. Financial Group	Low $330K	$13M	40	8%
Enlightened Advisors Wealth Management LLC	Low $200K	$8.4M	42	5%
Imagine Financial Services	Low $310K	$13M	42	0%
Living Room Wealth Management	Very High $1.6M	$66M	42	52%
Sensible Investment Strategies, LLC	Typical $580K	$24M	42	26%
Callahan Investment Advisor, LLC	Typical $640K	$28M	43	74%
FMT Investment Advisory	Typical $570K	$24M	43	19%
Lazarow Wealth Management	Low $350K	$15M	43	9%
Patel Wealth Strategies, Inc.	Low $200K	$8.9M	45	20%
T.A. Salomon Asset Management PLLC	High $670K	$30M	45	89%
Corcoran Wealth Management LLC	Very Low $58K	$2.7M	46	0%
Covenant Financial Advisors, LLC	Low $260K	$12M	46	0%
Elevate Financial	Very Low $110K	$5M	47	0%
Solid Rock Wealth Management	High $940K	$44M	47	51%
Corbett Wealth Management LLC	Very High $2.1M	$100M	48	100%
Life Moves Wealth Management	Low $320K	$15M	48	17%
Tarascio Financial Planning, LLC	Typical $360K	$18M	49	20%
Townsend Financial	High $1M	$50M	49	55%
Disciplined Money, LLC	High $1.1M	$53M	50	64%
Blue Chip Financial Planning, LLC	High $680K	$35M	51	18%
Winged Wealth Management and Financial Planning	High $890K	$45M	51	45%
Joseph Wright Investments	Very Low $79K	$4.1M	52	6%
Rise Financial Group	—	—	53	0%
Suttle Crossland Wealth Advisors, LLC	Very High $1.9M	$100M	53	57%
The Planning Associates, Inc.	Typical $610K	$32M	53	15%
Forthright Finances LLC	Typical $530K	$29M	54	0%
21:5 Advisors, LLC	High $650K	$36M	56	64%
Alvarado & Associates, LLC	Very Low $84K	$4.7M	56	0%
Bonnema Wealth Management LLC	Very High $2M	$110M	56	0%
Tortoise Wealth Management	Low $200K	$11M	56	13%
Wealth Engineering, LLC	Very High $3.1M	$170M	56	64%
CRB Strategic Services LLC	High $1M	$59M	57	47%
Linx Equities, LLC	High $760K	$43M	57	47%
Busine Wealth	Very High $1.3M	$76M	58	60%
MFA Global Consulting Group LLC	Very Low $8.6K	$500K	58	0%
Stewardship Wealth Advisors	High $800K	$93M	117	29%
Net Worth Solutions LLC	High $830K	$49M	59	0%
North Scottsdale Wealth Advisors, LLC	High $1.1M	$63M	59	42%
Heintz Wealth Management, LLC	Very High $1.3M	$78M	60	35%
Rowley Financial LLC	High $880K	$54M	61	30%
Springsteel Investment Advisors, LLC	High $920K	$57M	62	42%
Triumph Private Wealth	Typical $360K	$22M	63	27%
Greater Good Financial	Typical $400K	$26M	66	9%
Prescott Investor Services, Inc.	Typical $570K	$38M	66	20%
Young Capital Management Inc	Very High $1.3M	$85M	66	44%
Guardian Capital Group LLC	Low $200K	$13M	67	3%
DeafInvest	Low $200K	$13M	68	0%
Fleming Wealth Strategies, LLC	High $690K	$47M	68	0%
Mount Financial Freedom	High $960K	$65M	68	37%
Objective Wealth, LLC	Very High $1.1M	$77M	68	29%
The Elliott Group	—	—	68	0%
369 Financial LLC	Very Low $190K	$13M	69	0%
EDM Capital, LLC	High $840K	$58M	69	28%
Domask Wealth Management, LLC	Very High $1.5M	$110M	71	42%
Reach One Teach One Financial	Very Low $120K	$8.3M	72	0%
Yavapai Financial Planning, L.L.C.	Typical $560K	$40M	72	19%
Wealth Management Advisors, LLC	Very Low $56K	$4.1M	73	0%
NGP Financial Planning, LLC	Very High $1.7M	$120M	75	40%
Kingdom Wealth Advisers	Low $340K	$26M	76	9%
RFG Capital Management, LLC	—	—	76	0%
Secure Retirement Advisors, LLC	Very Low $0	$0	76	4%
J.W. Advisors Inc.	Very High $1.2M	$96M	77	22%
ProPath Financial	Typical $600K	$46M	77	13%
Balanced Wealth Management	—	—	79	0%
Capital Trust Wealth Management	High $970K	$76M	79	34%
Delphi Wealth Partners	High $650K	$51M	79	41%
Crone Wealth Management, PLLC	—	—	80	0%
Firstline Financial LLC	Typical $390K	$32M	81	4%
Northrock Investments, Pllc	Low $250K	$20M	81	10%
Finco Investment Services, Inc.	Typical $610K	$50M	83	49%
DeGreen Private Wealth, LLC	Very High $1.6M	$130M	84	50%
Strategic Financial Group, PLC	Low $200K	$17M	85	0%
Cash Flow Investment Services LLC	High $1.1M	$90M	86	28%
Harris Investment Advisors LLC	Low $320K	$28M	87	44%
MDRN Wealth	High $830K	$72M	87	23%
Southern Pacific Asset Management L.L.C.	Very Low $110K	$9.1M	87	1%
The Linkous Group, Ltd.	Typical $630K	$55M	88	82%
Abbott Capital Management Corp.	Typical $490K	$44M	89	9%
Innovative Financial Solutions, Inc.	High $990K	$89M	90	47%
Joseph Seep & Associates, LLC	Typical $390K	$35M	90	16%
Momentum Financial and Insurance Services LLC	Typical $650K	$59M	91	0%
Harmoney Wealth, PLLC	Typical $560K	$52M	93	15%
Silverman + Associates Wealth Management, LLC	High $1.1M	$100M	94	31%
Goldman Wealth Management	Very High $1.2M	$120M	95	39%
Valhalla Advisors LLC	Low $240K	$23M	97	9%
Moore Wealth Partners, LLC	Typical $350K	$34M	98	20%
Trac Asset Management LLC	High $870K	$86M	99	22%
Approach Capital LLC	High $1M	$100M	100	85%
Retirement Income and Inheritance Advisors, LLC	—	—	100	0%
Retirement Investment Advisors Inc.	—	—	100	0%
Royal Palm Investment Advisors, Inc.	Typical $390K	$40M	101	10%
W Wealth Advisors	Very Low $180K	$18M	101	3%
Anchor Wealth Management, LLC	High $940K	$98M	105	46%
Babin Wealth Management	Low $270K	$29M	105	8%
MacLachlan Wealth Management	High $970K	$100M	105	29%
Calisi Wealth Management	High $680K	$74M	109	35%
Lessard Wealth Management	Typical $350K	$39M	110	65%
Financial Counsel, LLC	Typical $490K	$55M	112	73%
Ironwood Wealth Advisors, LLC	High $820K	$93M	114	22%
Gold Canyon Financial Planning	Typical $370K	$43M	115	0%
Di Bello Financial	Typical $530K	$63M	119	30%
Karpinski Financial, LLC	High $700K	$84M	119	25%
Cline Financial Concepts, LLC	Typical $560K	$68M	120	18%
CSLA Financial Inc	Very Low $62K	$7.5M	122	0%
Elevation Financial LLC	Low $240K	$30M	125	0%
The Getzen Group, Inc.	Typical $520K	$65M	125	10%
Swiss American Asset Management	Very Low $120K	$15M	127	0%
The Retirement Optimization Group, LLC	—	—	131	0%
Downie Financial Group	Low $270K	$36M	133	6%
PDE Wealth Advisors, LLC	Low $270K	$37M	139	5%
Spahn Wealth & Retirement LLC	Very High $1.4M	$180M	133	43%
Fenger Financial, PLLC	Very Low $180K	$25M	138	9%
Agave Wealth Advisors	Low $240K	$33M	140	0%
Alpha Squared Capital, LLC	Low $240K	$35M	146	3%
Integrated Financial Management, LLC	Typical $410K	$61M	148	7%
Shealy Wealth Advisory LLC	Very Low $110K	$18M	151	0%
Conscient Capital, LLC	Very Low $190K	$30M	155	100%
MACC IV Group	Very Low $190K	$33M	170	12%
Advisor Services, Inc.	Low $250K	$44M	180	0%
Legacy Cornerstone Wealth LLC	Very Low $120K	$22M	181	0%
Newman's Financial Planning	Typical $520K	$94M	182	13%
Larson Wealth Management, LLC	Low $200K	$36M	183	9%
Brock Asset Management	Low $220K	$43M	198	4%
SunRift Capital Partners LLC	Very Low $200K	$40M	205	3%
Vision Financial Services, Inc.	Very Low $93K	$20M	218	0%
McBee Advisors, Inc.	Low $270K	$59M	219	21%
KALTBAUM Capital Management	Typical $490K	$110M	227	48%
Foxstone Financial	Low $300K	$68M	230	11%
Fleischer & Johnson Wealth Management, Inc.	Typical $440K	$100M	232	9%
Financial Freedom Capital Management	Low $220K	$52M	234	9%
Cortez Wealth Advisors LLC	—	—	248	0%
FORM Prosperity Wealth Advisors, LLC	Typical $370K	$110M	306	11%
AZ Legacy Wealth LLC	Very Low $180K	$60M	330	3%
Four Peaks Planning and Investments LLC	Very Low $160K	$60M	376	3%
Spirit West Advisors, LLC	Low $200K	$110M	566	4%
Clarion Advisors Inc.	Low $210K	$130M	632	4%

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