AUM per client for Independent firms serving clients in California

Independent firms active in California 1,787 firms

Very Low $31K-$240K

Low $240K-$470K

Typical $470K-$840K

High $840K-$1.5M

Very High $1.5M-$3.6M

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

Median: $640K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Confianza Wealth Management	Very Low $49K	$690K	14	0%
Continuum Wealth Strategies, LLC	Very High $1.9M	$26M	14	43%
Cortina Capital, LLC	Very Low $120K	$1.7M	14	0%
Create Your Path LLC	Very Low $110K	$1.6M	14	0%
CWS Asset Management	Low $370K	$5.2M	14	0%
Domani Investments Inc.	Typical $720K	$10M	14	0%
Ernst & Co. Wealth Management, LLC	Typical $790K	$11M	14	36%
Eudaimon Wealth Management	High $1.3M	$18M	14	0%
Farrar Financials	Very High $4.1M	$58M	14	100%
Faulkner Financial Planning, LLC	Typical $800K	$11M	14	0%
Global Diversified Investments	Typical $670K	$9.4M	14	29%
Greyfield Capital Management LLC	Very High $1.6M	$22M	14	36%
KB Private Wealth Management Group	Low $470K	$6.6M	14	0%
Klein financial Advisors	High $1M	$14M	14	0%
Kuber Capital Management, LLC	Very Low $240K	$3.3M	14	57%
Layline Financial	Typical $730K	$10M	14	0%
Lee Financial Group	Very Low $88K	$1.2M	14	0%
Opus Investment Advisors, LLC	—	—	14	0%
Patel Capital Management	High $1.4M	$20M	14	100%
QRIA, Inc.	Low $360K	$5M	14	7%
Ridley Asset Management, LLC	High $1.1M	$15M	14	57%
Skylark Wealth, LLC	Very High $1.8M	$25M	14	64%
SML Advisory	Very Low $86K	$1.2M	14	0%
Spring Financial Planning	—	—	14	0%
Taylor & Associates	High $1.3M	$18M	14	0%
The R.L. Brown Advisory Group, LLC	Typical $750K	$10M	14	21%
Tiburon Financial Advisors, Inc.	Very High $2.6M	$37M	14	100%
Tsai Wealth Management	Low $440K	$6.2M	14	0%
Victor Jones CPA, PC	Very Low $180K	$3.9M	17	0%
WIN Private Wealth	Very Low $210K	$3M	14	0%
Aldabra Capital Management	Very Low $140K	$2.1M	15	0%
Bleeck Financial Management, Inc.	Very High $4.5M	$67M	15	53%
Bluewater Wealth Management, LLC	Very High $2.2M	$33M	15	60%
Camriel Advisors	Low $290K	$4.4M	15	60%
Confluence Capital Advisors, LLC	Very High $2.8M	$42M	15	60%
Deeringer Wealth Management, LLC	Very High $2.6M	$40M	15	80%
Digital Wealth, LLC	Typical $480K	$7.2M	15	47%
Disciplined Growth Capital, LLC	Very High $3.8M	$57M	15	100%
D. Moss Wealth Management	Very High $1.7M	$25M	15	60%
Elemental Wealth Advisors, LLC	Typical $540K	$8.2M	15	0%
FullGuards Financial	Typical $490K	$7.4M	15	27%
gnrfunds LLC	Low $460K	$6.9M	15	33%
G. P. Greco & Co., Inc.	Low $250K	$3.7M	15	13%
Graham & Co. Advisory, Inc.	High $1.4M	$21M	15	20%
Haslet Advisors, LLC	High $1.2M	$18M	15	100%
Helm Investment	Low $440K	$6.6M	15	87%
Hypo Financial Services And Investment Adviser	Very Low $18K	$270K	15	0%
Integrative Financial Strategies	High $1.3M	$20M	15	60%
Liska Investments LLC	—	—	15	0%
Marello Investment Advisors, Inc.	Very High $1.8M	$27M	15	60%
Martos Wealth Management	Typical $780K	$12M	15	33%
Meyer Financial Advisors, Inc.	High $1.5M	$23M	15	40%
Mission Peak Investors, LLC	Very High $2.9M	$43M	15	100%
New Economy Capital Management LLC	Very High $4.1M	$61M	15	100%
Portola Creek Capital	Very High $4.4M	$67M	15	100%
Rockside Investments LLC	High $1M	$15M	15	53%
Safe Landing Financial	Typical $820K	$12M	15	47%
Santa Cruz Wealth Management Inc.	Very Low $200K	$3M	15	0%
Stewards Asset Management	Very Low $69K	$1M	15	0%
Synergist Wealth Advisors	Very High $2M	$30M	15	100%
TAN Wealth Management	—	—	15	0%
Toole Financial	—	—	15	0%
Turnbull Financial Services LLC	Low $240K	$3.7M	15	0%
10 West Advisors, Inc.	Typical $630K	$10M	16	100%
24Acres	High $870K	$14M	16	38%
Advisors Wealth Management, Inc.	Typical $760K	$12M	16	13%
Allora Wealth, LLC	Typical $730K	$12M	16	44%
AMB Financial LLC	Low $310K	$4.9M	16	6%
Antonio Andrade, Cfp	High $950K	$15M	16	56%
BrightOrange Advisors	Very Low $130K	$2M	16	0%
Cheng Wealth Management, LLC	Typical $720K	$12M	16	0%
Core Asset Management Company	Very Low $2.8K	$45K	16	100%
CreativeVest Inc	Typical $760K	$12M	16	75%
D. Mattersdorff LLC	Very High $3.9M	$62M	16	69%
Emerald Waves Investments, LLC	Low $260K	$4.2M	16	56%
Enrique Villalobos & Associates	Low $410K	$6.6M	16	0%
Fitch Financial Advisors LLC	High $1.1M	$17M	16	0%
GAN Private Wealth Management LLC	Very High $2.2M	$35M	16	50%
Global Investment Capital LLC	Very Low $28K	$440K	16	75%
GP Wealth Management, LLC	Typical $810K	$13M	16	0%
Hermosa Advisors	Very Low $0	$0	16	100%
Inspiration Financial Planning	High $920K	$15M	16	31%
JH Kaufman LLC	Typical $580K	$9.2M	16	0%
KTE Capital Management, LLC	Typical $680K	$11M	16	38%
MSM Financial, LLC	High $900K	$14M	16	44%
Peelle Wealth Management, LLC	Very Low $100K	$1.7M	16	31%
R&V Personal Finance, LLC	Typical $550K	$8.8M	16	25%
Stantum, LLC	Very High $1.7M	$27M	16	63%
Thrive Portfolios	Very Low $180K	$2.9M	16	0%
Truewealth Solutions	Very Low $0	$0	16	19%
Wayup Wealth Building Group	Low $410K	$6.6M	16	100%
Williams Wealth Management, Inc.	Very High $4.3M	$69M	16	100%
Wonderland Financial Planning	Very Low $66K	$1.1M	16	0%
Aloha Wealth Partners	—	—	17	0%
Arden Wealth Management	High $940K	$16M	17	0%
Dean Bennett Advisory Services Inc.	Low $260K	$4.5M	17	24%
IIYGroup LLC	Very Low $110K	$1.9M	17	0%
Jain Capital Management LLC	Typical $700K	$12M	17	41%
J.D. Gagnon, Inc.	Very High $2.1M	$36M	17	94%
Jones Wealth Advisors, LLC	Very High $4.1M	$69M	17	53%
Kuber Investments	Low $290K	$5M	17	0%
Marina Wealth Advisors	Very High $2.1M	$36M	17	59%
Nandi Pathefinder & Flourish Financial Group	Low $240K	$4.1M	17	0%
Opulent Strategies, LLC	Very Low $23K	$390K	17	12%
Pavilion Financial Planning	Low $250K	$4.3M	17	0%
Quality Asset Management, LLC	Very High $3.7M	$64M	17	82%
Regan Financial Group, LLC	Very Low $26K	$440K	17	0%
Stoke Capital	Very High $5.1M	$87M	17	53%
Ventura Coast Wealth Management	Low $410K	$7M	17	0%
Wealth Being Advisors LLC	Very Low $170K	$2.8M	17	18%
Wildflower Financial LLC	Typical $690K	$12M	17	41%
Wolfpack Wealth Management	Very Low $36K	$620K	17	0%
ZH Wealth Management, LLC	Typical $700K	$12M	17	47%
Advantage Financial Consultants	Low $290K	$5.2M	18	0%
Aktive Capital Management, LLC	Typical $480K	$8.6M	18	0%
Boddington Capital, LLC	High $1.5M	$27M	18	44%
Bragg Capital Management LLC	Very Low $180K	$3.2M	18	0%
Collabria Capital, Inc	High $1M	$19M	18	56%
Cross Border Wealth Advisors	Very High $1.9M	$33M	18	50%
Darrell Capital Management, LLC	Very High $4.6M	$83M	18	94%
DeStefano Wealth Management	Very High $2.1M	$38M	18	72%
Dunhill & Company, LLC	Very Low $170K	$3M	18	0%
El Camino Real Financial Advisors	Very Low $41K	$750K	18	0%
Fletcher Financial, LLC	Typical $600K	$11M	18	56%
Gerald Butrimovitz Wealth Advisory	Low $330K	$5.9M	18	28%
Global Vantage Wealth Management	Very High $3.8M	$68M	18	44%
Hewitt Wealth Management Inc.	High $1.2M	$21M	18	72%
Holland Strategic Wealth Advisors LLC	Very Low $140K	$2.6M	18	0%
JLA Investment Management	Typical $830K	$15M	18	44%
K-12 Planning	Low $340K	$6M	18	11%
Kelly Jones Investment Services, Inc.	Typical $560K	$10M	18	33%
Martorell Capital Partners, LLC	Very High $2.9M	$51M	18	100%
Mature Money Management, Inc	Typical $570K	$10M	18	0%
Money Compass Advisors	Typical $580K	$10M	18	0%
Sanity Capital Management LLC	High $1.1M	$21M	18	50%
Shutzer Investments, LLC	High $1.2M	$21M	18	11%
Silicon Beach Financial LLC	Typical $640K	$12M	18	22%
Soares Financial, Inc.	High $1.2M	$21M	18	44%
SoCal Planners, Inc	Very Low $68K	$1.2M	18	0%
Think Different Wealth Advisors LLC	High $1.1M	$20M	18	67%
TM Wealth Management, LLC	Very Low $20K	$360K	18	0%
Toups Capital Advisors LLC	Very High $2.5M	$45M	18	28%
Vetworth	Typical $520K	$9.3M	18	0%
Alpha Rising Advisors LLC	High $1.4M	$26M	19	84%
AM Wealth Solutions, LLC	Typical $580K	$11M	19	100%
Black Horse Wealth Management	Very High $8.7M	$160M	19	63%
Brightway Wealth Planning	Very Low $180K	$3.4M	19	0%
Cambyses Financial Advisors	Typical $520K	$9.8M	19	26%
Coronado Financial Group L.L.C.	High $840K	$16M	19	79%
Create, LLC	Very Low $200K	$3.8M	19	0%
Darby Wealth Planning LLC	High $1.4M	$27M	19	37%
Eagle Wealth Management, Inc.	Typical $690K	$13M	19	32%
Fireplace Financial Inc	Low $240K	$4.5M	19	0%
Forest Hill Financial Advisory Group LLC	High $1.1M	$20M	19	47%
Girton Capital Management, Inc.	High $1.3M	$24M	19	58%
Global Wealth Harbor	Low $270K	$5.2M	19	16%
HEDGEWISE	Typical $770K	$15M	19	79%
Hinde Group LLC	High $1.4M	$27M	19	100%
Koch Capital Management LLC	Very High $2.7M	$50M	19	74%
Kukui Tree Capital Management LLC	Very High $4.4M	$83M	19	100%
Martin W. Rosenzveig & Co., LLC	High $1.1M	$22M	19	47%
Olesky Capital Management, LLC	Very High $3.4M	$64M	19	100%
Pacific Wealth Care Inc.	Very High $3.6M	$68M	19	79%
Personal Best Financial LLC	Very High $1.7M	$33M	19	58%
Resolve Financial, LLC	High $910K	$17M	19	32%
RG Capital Management, LLC	High $1M	$19M	19	26%
Ritter Wealth Counsel	Very High $3.6M	$69M	19	100%
Second Mountain Financial, Inc.	Very High $2M	$37M	19	95%
Shucha Wealth Management LLC	Typical $660K	$13M	19	42%
Stardust Wealth Strategies	High $1.2M	$23M	19	79%
The Simple Investor's Guide, LLC	Typical $660K	$13M	19	21%
Valkyrie Private Wealth Management	Very High $2.5M	$48M	19	79%
Winship Wealth Partners	Very High $2.9M	$55M	19	95%
Akrish Financial Advisory	—	—	20	0%
American Vision Advisors LLC	Very Low $160K	$3.2M	20	0%
Ben-David Financial Planning	Very High $2.6M	$51M	20	0%
BradfordCrane Company LLC	Very Low $0	$0	20	0%
Burdick Wealth Management, LLC	Very High $1.6M	$32M	20	40%
Callidus Capital Partners LLC	Very High $1.7M	$34M	20	0%
Capital Guard Investments LLC	High $1.1M	$21M	20	80%
CME Strategic Wealth Management	Very Low $27K	$550K	20	0%
Covey & Covey	Very Low $0	$0	20	0%
Creative Planning Solutions, Inc	Very Low $0	$0	20	100%
Cultivate Financial Wellness, LLC	Typical $820K	$16M	20	25%
Devkota Capital Advisors	Low $370K	$7.3M	20	25%
Fade In Financial	Very Low $230K	$4.5M	20	20%
Frontline Capital, LLC.	High $1M	$20M	20	0%
Gibraltar Financial Advisors	Very Low $0	$0	20	0%
Glacier Point Advisors, LLC	Low $380K	$7.6M	20	0%
Gladstone Financial LLC	Typical $770K	$15M	20	0%
GSP Financial Strategies	Low $410K	$8.2M	20	10%
Homewood Capital Management East LLC	Very Low $160K	$3.3M	20	0%
Iapetus Capital, Inc.	Very High $4M	$80M	20	100%
Journey Asset Management LLC	Very Low $28K	$560K	20	0%
Ketwich Capital LLC	High $1.4M	$28M	20	55%
KRS Tax & Investments Inc.	Typical $750K	$15M	20	50%
Leonard Jr., Gary A.	Very Low $40K	$800K	20	0%
M3 Asset Management, Inc.	Typical $750K	$15M	20	0%
MarketForce, LLC	Very High $2.9M	$58M	20	100%
Northwood Investment Partners, LLC	High $920K	$18M	20	30%
Plutus Wealth Management	Typical $530K	$11M	20	10%
Putman Capital Management, Inc.	Typical $780K	$16M	20	30%
Qualified Plan Advisory, LLC	Very High $4.4M	$88M	20	0%
Reicher Capital Management, LLC	Very High $4.3M	$85M	20	100%
San Mateo Capital Management LLC	Very High $2.7M	$54M	20	65%
SOL Financial	Low $430K	$8.5M	20	10%
Surya Capital, LLC	High $1.4M	$27M	20	35%
The Financial Architects Wealth Management LLC	Very Low $46K	$930K	20	0%
Treussard Capital Management	Very High $3.7M	$75M	20	55%
Weston Wealth Advisors, LLC	High $1.3M	$27M	20	45%
White Sail Advisors LLC	Very Low $230K	$4.7M	20	20%
1102 Partners, LLC	Very High $5.5M	$110M	21	76%
ABK Management LLC	Very High $1.7M	$35M	21	100%
Andante Financial	Typical $750K	$16M	21	0%
Belgrave Square Advisors	Very High $1.8M	$37M	21	52%
Brightview Financial Solutions	Very High $2M	$42M	21	86%
Cadenza Financial Planning	Low $300K	$6.2M	21	0%
CM First Capital Corp.	Typical $620K	$13M	21	33%
Contreras Financial, Inc.	Very Low $66K	$1.4M	21	24%
Determined Advisors LLC	Typical $660K	$14M	21	14%
East West Advisers	Very Low $130K	$2.8M	21	0%
Financial Staples	High $840K	$18M	21	43%
FirstGen Wealth	Low $330K	$6.9M	21	0%
Fresh Bread Investments, LLC	High $900K	$19M	21	48%
Hathaway Financial LLC	Very High $1.9M	$39M	21	14%
Henderson Asset Management, LLC	Low $350K	$7.3M	21	10%
Hoodoo	Very Low $31K	$650K	21	0%
Jackson Asset Management, Inc	High $1.3M	$28M	21	57%
JG Wealth Management, LLC	Very Low $78K	$1.6M	21	0%
J Ward Financial	Typical $750K	$16M	21	100%
Karafilis Investments Corporation	Typical $810K	$17M	21	43%
Laguna Niguel Summit Wealth Management, LLC	—	—	21	0%
Lee R. Robinson & Associates	Very Low $190K	$3.9M	21	0%
Morton Financial Advice LLC	High $1M	$22M	21	76%
Northbrook Financial Group, LLC	Typical $710K	$15M	21	10%
Northern California Fiduciary Advisors, LLC	Typical $760K	$16M	21	38%
R.H. Dinel Investment Counsel,Inc.	Very High $7M	$150M	21	100%
Samatva Wealth Management LLC	Very Low $39K	$830K	21	0%
Softwealth	Typical $710K	$15M	21	67%
The Retirement Readiness Institute	Low $240K	$5.1M	21	0%
Tula Investment Group LLC	High $1.2M	$26M	21	67%
VG Financial Consulting, LLC	—	—	21	100%
Walstad Investment Counsel, Inc.	Very High $2.6M	$55M	21	71%
Wealth-Source Financial	Very Low $140K	$3M	21	19%
A.E.I. Financial Group	Very Low $150K	$3.3M	22	0%
Alpenglow Advisors LLC	Low $380K	$8.3M	22	0%
Andrews Capital Management Inc	Very High $3M	$67M	22	68%
Continuum Financial Partners, LLC	High $1.1M	$23M	22	100%
Developing Financial	Very Low $82K	$1.8M	22	0%
DIWY Financial Planning	—	—	22	0%
Equanimity Wealth	—	—	22	0%
Holt Investment Advisors	High $940K	$21M	22	59%
ImpactFi	High $1.3M	$29M	22	59%
Index Financial Advisors LLC	Very High $5.6M	$120M	22	95%
JLE Wealth Management, LLC	Very Low $220K	$4.9M	22	27%
Laurence Financial Planning LLC	Very High $3.2M	$70M	22	73%
Mari Legacy Group, LLC	High $1.4M	$30M	22	45%
Mentor Financial Advisory Group, Ltd.	Very High $4M	$88M	22	86%
Mertz Capital	High $980K	$21M	22	73%
Michael P Lynch Wealth Management, LLC	High $1.1M	$23M	22	41%
MK Capital Group	High $1.3M	$28M	22	23%
Newleaf Wealth Management, LLC	High $1.4M	$30M	22	100%
Nightingale Financial Advisory	Very High $1.9M	$42M	22	45%
Pioneer Advisory	Very High $1.6M	$35M	22	77%
Prominence Capital	Very High $2.6M	$57M	22	77%
Templeman Wealth Management Inc.	Very High $2.4M	$52M	22	82%
VIFINANCE L.L.C.	Very Low $78K	$1.7M	22	5%
Abundit Wealth	High $1M	$24M	23	48%
Aihara Wealth Management LLC	Very Low $62K	$1.4M	23	0%
Amaral Financial Planning	Low $370K	$8.4M	23	4%
Austin Creek Capital, LLC	Low $320K	$7.4M	23	0%
Beacon Park Capital, LLC	Very High $2.8M	$65M	23	100%
Brooks Wealth Management	Low $460K	$11M	23	30%
Cheryl Morhauser & Associates	High $960K	$22M	23	39%
Cornerstone Financial Planning	Typical $630K	$15M	23	22%
Fig Tree Capital	Low $290K	$6.8M	23	0%
FJP Portfolio Management	High $1.3M	$29M	23	30%
Good Balance FP LLC	High $1.5M	$34M	23	65%
Graystone Advisor, LLC	High $1.2M	$28M	23	87%
Hawkins Capital Advisors	Very Low $190K	$4.4M	23	0%
Head to Toe Financial Planning	High $1M	$23M	23	9%
Highlands Wealth Advisors, LLC	High $1.4M	$33M	23	26%
Integrity Advisors LLC	Low $340K	$7.8M	23	4%
Kuleana Wealth Advisors	Very High $4.2M	$96M	23	100%
Laguna Coast Capital	Very High $3.8M	$87M	23	100%
Moore Money Advisory	Typical $590K	$14M	23	0%
Peacher, Inc.	Typical $660K	$15M	23	100%
Pennant Wealth Management LLC	Very Low $140K	$3.3M	23	4%
Presidio Advisors, LLC	High $990K	$23M	23	48%
Real Life Planning	Low $410K	$9.4M	23	13%
Rugh Financial	Typical $700K	$20M	23	0%
Sterling Futures	High $1.1M	$25M	23	61%
TDirection Asset Management	High $870K	$20M	23	17%
True Equity Wealth Management LLC	Low $370K	$8.4M	23	22%
Uplift Investing, Inc	Low $240K	$5.5M	23	0%
361 Financial Planning, Inc.	Low $250K	$5.9M	24	0%
Altus Wealth Solutions	Very Low $160K	$3.9M	24	0%
AZM Financial	High $1M	$24M	24	21%
Bluepoint Wealth Advisors	High $960K	$23M	24	42%
Chugg Wealth Strategies, LLC	High $1.2M	$28M	24	38%
De Luchi Investment Management	Very High $3.1M	$74M	24	71%
Diegelman Capital Advisors	Very Low $230K	$5.6M	24	0%
Firmo Investment Consulting Services	Very Low $150K	$3.7M	24	50%
Fiscalis Advisory, Inc.	Very High $1.9M	$47M	24	67%
Frank Finances LLC	Low $310K	$7.4M	24	4%
Future Wallet	Very Low $130K	$3.2M	24	0%
Glatt and Associates, LLC	High $1.4M	$33M	24	21%
Grinnell Capital, LLC	Low $410K	$9.8M	24	63%
John G. O'Connell	High $1M	$24M	24	29%
JW Financial Advisors, LLC	Typical $570K	$14M	24	17%
Kellogg Wealth Advisors, Inc.	Low $400K	$9.5M	24	17%
Lighthouse Advisory Services, Inc.	Low $400K	$9.6M	24	13%
Luminary Financial Planning	High $1.1M	$27M	24	71%
McWilliams Asset Management Inc.	Very Low $130K	$3M	24	0%
MDW Capital Management Corp.	High $1.3M	$32M	24	67%
Orion Capital	Low $310K	$7.5M	24	0%
Portsea Investments, Inc.	Very High $3.8M	$92M	24	88%
Satori Financial LLC	Very High $2.1M	$50M	24	67%
Wata Capital LLC	Low $350K	$8.4M	24	13%
WealthPaver	Very Low $2.8K	$67K	24	0%
Wealthstone Private Wealth Management, LLC	Very High $1.9M	$46M	24	54%
Western Level Advisors LLC	Typical $750K	$18M	24	21%
1N Capital, LLC	Very High $5.4M	$140M	25	100%
ADES Investment Counsel, Inc.	Very High $2.3M	$59M	25	44%
Alternity Investment Advisors	Low $320K	$8.1M	25	8%
Bradley Wealth Group, LLC	Low $280K	$7M	25	8%
Coast Wealth Management, Inc.	Very High $1.6M	$41M	25	0%
Compound Value Advisers, LLC	High $1.1M	$28M	25	72%
DRS Financial Partners LLC	Low $300K	$7.5M	25	0%
Eureka Wealth Management	High $1.5M	$36M	25	56%
Gorian Investments	High $1.1M	$26M	25	24%
Hathaway Capital Management, LLC	High $1.4M	$35M	25	36%
Interlake Capital Management, LLC	Typical $770K	$19M	25	48%
JLB Capital Management LLC	Low $240K	$6M	25	100%
LDL Capital Management, LLC	Very High $1.8M	$45M	25	100%
Mainland Financial	Very High $1.7M	$42M	25	52%
Modern Assets, LLC	Low $300K	$7.6M	25	0%
Montecito Capital Management	High $1.3M	$34M	25	48%
Montecito Investment Strategies	Low $390K	$9.7M	25	0%
Narrative Financial Group	Very Low $0	$0	25	0%
Newport Securities Corporation	Very High $3.7M	$92M	25	92%
Otium Advisory Group, LLC	Typical $750K	$19M	25	20%
Paul R. Williams Investment Advisor	Very High $1.8M	$45M	25	80%
Polaris Capital Management LLC	Low $400K	$10M	25	68%
Proprietor Wealth Management Inc.	Very High $3.4M	$84M	25	68%
ReLion Assets Management, LLC	Low $290K	$7.2M	25	64%
Rook Financial LLC	Very Low $230K	$5.8M	25	0%
Slalom Wealth Management, LLC	Typical $770K	$19M	25	44%
Steven William Sherman	Very Low $200K	$5M	25	0%
Stone Ridge Advisors	High $1.4M	$35M	25	44%
Stride Financial Planning	Very Low $0	$0	25	0%
Whalen Financial Planning	Very Low $40K	$1M	25	0%
Aleph Investments, LLC	Typical $610K	$16M	26	0%
Artifex Advisory Group, Inc.	Low $350K	$9.1M	26	23%
BBN Management, LLC	Low $280K	$7.4M	26	62%
Caleb Lawrence Registered Investment Adviser Inc.	Very Low $230K	$6M	26	0%
Campos Financial	Very Low $190K	$4.9M	26	0%
Candent Capital, LLC	Typical $770K	$20M	26	38%
Conscious Investment Services, LLC	Very Low $210K	$5.4M	26	12%
Core Capital Management, LLC	Typical $480K	$13M	26	0%
Evergreen Wealth Advisors, Inc.	Very High $3.7M	$96M	26	81%
First Principles Investment Management LLC	Low $270K	$6.9M	26	38%
Global Trends Investments	Very High $1.9M	$48M	26	100%
Hexeum Capital	Low $240K	$6.2M	26	65%
Highgate Financial Partners	Typical $610K	$16M	26	31%
Kindness Financial Planning	Very High $1.6M	$42M	26	69%
MB Blue GP LLC	Very Low $78K	$2M	26	8%
Nurture Investment Strategies LLC	Very High $1.8M	$47M	26	69%
Palomar Advisors Inc.	Very High $1.8M	$46M	26	50%
Refresh Investments	Very High $2.4M	$62M	26	73%
Retirement Solutions LLC	High $1.1M	$28M	26	0%
Trew Advisors, LLC	High $1.1M	$29M	26	15%
Wealth Management Advisors, LLC	Very High $3.6M	$94M	26	85%
Alongside Financial Partners	Typical $780K	$21M	27	41%
Ballaster Financial	Typical $810K	$22M	27	63%
Bowman Retirement Planning	High $950K	$26M	27	33%
Bray Financial Advisors LLC	Low $320K	$8.7M	27	19%
Cannon Wealth Group LLC	Low $460K	$12M	27	37%
Diablo Investment Advisors, LLC	Very High $1.6M	$42M	27	52%
Duvall Wealth Management LLC	Very Low $46K	$1.3M	27	0%
Empowering Finance, LLC	High $1.4M	$37M	27	26%
Executive Services, LLC	High $1.1M	$30M	27	19%
Focal Point Financial Planning, LLC	Typical $640K	$17M	27	44%
Gray Wealth Strategies LLC	Very High $3.4M	$91M	27	81%
Innovative Financial Advisors, LLC	—	—	27	0%
Legacy Builders Financial, LLC	Typical $510K	$14M	27	11%
Legion Capital Management, LLC	High $1.2M	$32M	27	78%
Nickel Investment Advisors, Inc.	Very High $1.6M	$42M	27	56%
Service One Financial	Very Low $170K	$4.5M	27	0%
Spencer Financial Planning, LLC	Typical $700K	$19M	27	59%
The Wealthy Parent	—	—	27	0%
Three Main Points LLC	Typical $530K	$14M	27	48%
TKG Financial LLC	Typical $570K	$16M	27	0%
WealthDevs	High $850K	$23M	27	30%
Yorkville Capital Management LLC	Low $410K	$11M	27	100%
Young Financial & Insurance Services	Low $360K	$9.7M	27	0%
Zebra Crossing Asset Management LLC	High $970K	$26M	27	44%
360 Aviation Advisors, LLC	Low $340K	$9.6M	28	46%
Aspen Wealth Planners LLC	High $1.2M	$35M	28	43%
Berkeley Investment Advisors	High $900K	$25M	28	46%
Best Financial Life	High $1.3M	$36M	28	64%
C 3 Financial Strategies	Low $300K	$8.5M	28	4%
Coplanning Financial LLC	Low $300K	$8.5M	28	36%
Crimson Investment Managers, LLC	Typical $610K	$17M	28	0%
Cultivate Financial Group LLC	Very High $2M	$57M	28	54%
Heinz Global Asset Management, Inc.	High $1.1M	$31M	28	100%
Honest Wealth LLC	Typical $570K	$16M	28	18%
Indie Financial Planning	Low $330K	$9.3M	28	7%
Midas Capital Management	High $980K	$27M	28	18%
Monterey Bay Asset Management LLC	Typical $790K	$22M	28	0%
Ocean Avenue Wealth Management	Very High $3.1M	$86M	28	100%
Sound Investment Management, LLC	Very High $1.7M	$47M	28	36%
TL-B Capital Management	High $1.4M	$38M	28	100%
Two Three Five	High $880K	$25M	28	32%
Two Trails Financial Planning	High $1.5M	$41M	28	93%
Vida Wealth Partners, Inc.	Very High $4.6M	$130M	28	68%
Wide Eye Capital	Low $390K	$11M	28	36%
86 Republic, LLC	Very Low $210K	$6.1M	29	0%
Alpha Initiative	Very Low $210K	$6.2M	29	14%
BFA Wealth Management	Typical $510K	$15M	29	14%
Desert Financial Planning	Low $260K	$7.6M	29	0%
Fortuna Asset Management LLC	High $1.4M	$41M	29	59%
Fusion Financial	Very Low $99K	$2.9M	29	0%
Future Wealth LLC	Very High $2.6M	$76M	29	79%
GPWM Advisors LLC	High $930K	$27M	29	72%
Integritas Semper, LLC	Very Low $61K	$1.8M	29	0%
Kim Knotts, RIA	Low $290K	$8.3M	29	0%
LHA Capital Partners	Very High $2M	$57M	29	48%
Liberty Solutions Advisors	Low $260K	$7.5M	29	69%
Marki Financial Services, LLC	Very High $2.3M	$67M	29	62%
McDonald Hartman Wealth Advisors	High $910K	$26M	29	31%
Parah Capital Management, LLC	Very High $1.9M	$55M	29	0%
Rapport Financial, LLC	Very High $1.6M	$46M	29	55%
Redmont Wealth	Very High $8.9M	$4.8M	5	93%
Sapient Road Wealth Management, LLC	High $1.4M	$40M	29	45%
Sentient Financial, LLC	Typical $600K	$17M	29	17%
Steinmetz Financial Planning	Very High $2.1M	$61M	29	76%
Sun Valley Advisors, Inc.	Typical $610K	$18M	29	0%
YH&C Investments Inc.	Typical $670K	$19M	29	55%
1823 Wealth Management LLC	Low $290K	$8.8M	30	37%
AB Hhelio Associates, Inc.	High $1.4M	$43M	30	73%
ACI Wealth Advisors	High $1.4M	$42M	30	50%
Agile Financial Planning, LLC	Low $450K	$13M	30	23%
Alphaglider LLC	Very High $1.6M	$48M	30	60%
Alpha Rush, LLC	Typical $620K	$19M	30	50%
Andorra Investment Management, Inc.	Typical $730K	$22M	30	10%
Blair Capital Management	High $1.3M	$39M	30	37%
Brascia Investment Management, Inc.	Very High $1.6M	$48M	30	100%
Carrington Financial Planning, LLC	Typical $650K	$20M	30	47%
Christian Curry Batchelder, CFP	Very High $3.2M	$96M	30	100%

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