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

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Firm	AUM/client	AUM	Clients	HNW client %
Wen Capital Advisory Group, Inc.	Low $430K	$26M	60	28%
CST Financial Advisory LLC	Low $400K	$25M	61	33%
Harris & Associates	Typical $610K	$37M	61	11%
Level Up Financial Planning, LLC	Very Low $120K	$7.3M	61	16%
Matterhorn Financial Planning	—	—	61	64%
Rossi Financial Group	Typical $620K	$38M	61	18%
Strongside Asset Management LLC	Typical $580K	$36M	61	21%
Vomund Investment Management, LLC	High $1M	$63M	61	46%
Caris Investment Partners	Typical $780K	$48M	62	0%
Couleur Investments	Low $280K	$18M	62	23%
Kearney-Burch Financial Services, Inc.	High $980K	$61M	62	27%
Longevity Wealth Management LLC	High $980K	$61M	62	81%
Marram Investment Management, LLC	Typical $510K	$32M	62	23%
OnPoint Financial Management LLC	Very Low $8.2K	$510K	62	0%
Pariveda Investment Management	Typical $770K	$48M	62	27%
Privatus	Very Low $100K	$6.2M	62	0%
Sage Path Solutions	High $1.2M	$76M	62	31%
Ball Investments Corporation	Very Low $63K	$4M	63	0%
Donnelly Investments	High $860K	$54M	63	24%
Elderrock Financial LLC	Low $470K	$30M	63	19%
Elemental Capital Partners LLC	Very High $3.1M	$190M	63	76%
Empower Financial	Very Low $0	$0	63	24%
Exhale Wealth	High $980K	$62M	63	32%
Gen Next Wealth, Inc.	Low $310K	$19M	63	8%
Hawley Personal Finance	—	—	63	0%
HFM Advisors	High $1.1M	$70M	63	35%
K. D. Clewley Capital Management	High $1.4M	$90M	63	41%
Mile Wealth Management	Very High $1.9M	$120M	63	54%
Robert William Shoemaker,Iii	High $990K	$62M	63	33%
Simple Portfolio Management, Inc.	Very High $1.9M	$120M	63	48%
Taylor Wealth Management, LLC	Very High $2.7M	$170M	63	73%
Triumph Private Wealth	Low $360K	$22M	63	27%
Avinci Wealth Management, Inc.	Very Low $160K	$10M	64	8%
Belle River Capital Management LLC	Typical $710K	$46M	64	0%
Chanakya Business Ventures LLC	Very Low $170K	$11M	64	48%
Curated Wealth Solutions, LLC	Typical $620K	$40M	64	52%
Eagle Grove Advisors LLC	Typical $720K	$46M	64	19%
Eden Financial	Low $250K	$16M	64	0%
Infinity 8 Investments, LLC	Very High $1.9M	$120M	64	63%
Iron Horse Capital, Inc.	Very High $1.6M	$100M	64	0%
Katam Hill LLC	Typical $640K	$41M	64	50%
Sparrow Wealth Management	Very High $2.1M	$140M	64	81%
TaiBay Wealth Management LLC	High $890K	$57M	64	56%
West Coast Financial Wealth Management, Inc	Typical $530K	$34M	64	0%
AP Investment Management	Typical $650K	$42M	65	42%
Berla Investment Consulting	—	—	65	100%
Fire Wealth Management, LLC	Typical $750K	$49M	65	29%
Globe & Anchor Wealth Management & Financial Planning, LLC	High $870K	$57M	65	34%
Gross Domestic Product, Inc	Very High $2M	$130M	65	60%
Porta Investment Management	Typical $540K	$35M	65	11%
Saranap Wealth Advisors	High $1.2M	$78M	65	26%
sigma3capital LLC	Low $260K	$17M	65	62%
VBL Advisors LLC	High $1.3M	$82M	65	100%
Watchstone Wealth Management LLC	High $1M	$67M	65	51%
Woven Capital, LLC	Low $360K	$23M	65	35%
Carr Wealth Management LLC	Low $310K	$21M	66	18%
CBL Wealth Management	Low $470K	$31M	66	15%
Davenport Wealth Advisors	Low $410K	$27M	66	15%
Fairway Asset Management, Inc.	Typical $810K	$54M	66	33%
Greater Good Financial	Low $400K	$26M	66	9%
Integrity Asset Management, LLC	Typical $740K	$49M	66	17%
JD Financial Fitness LLC	High $1.3M	$86M	66	32%
Kay Investments, Inc.	High $920K	$61M	66	30%
PJ Scavuzzo, Inc.	Low $280K	$18M	66	12%
Retirement Wealth Center Inc	Typical $470K	$31M	66	36%
Thomas Seaman Company	High $1M	$67M	66	18%
Burge Financial	Very Low $220K	$15M	67	10%
Excelsus Capital Management	Typical $780K	$52M	67	45%
Fell Capital Management	Very High $2.3M	$150M	67	43%
Fortitude Wealth Management L.L.C.	Typical $740K	$50M	67	22%
Lance Parker Wealth Management	Low $440K	$29M	67	15%
On the Trail Financial Planning, LLC	High $1.3M	$84M	67	55%
Pure Wealth Management	Typical $690K	$46M	67	0%
Selah Wealth Advisors	Very Low $140K	$9.6M	67	0%
Steven Ayers & Company	High $1.3M	$88M	67	42%
Strava Financial, LLC	High $1.4M	$91M	67	40%
The Raffin Group LLC	Low $400K	$27M	67	33%
Visionary Wealth Planners LLC	Very Low $97K	$6.5M	67	0%
Waller Financial Coaching	High $1.3M	$90M	67	85%
Emeritus Investment Management, Inc.	High $890K	$61M	68	26%
Focused Finances, LLC	High $1M	$68M	68	35%
Goal Line Wealth Management, Inc.	High $1M	$71M	68	69%
Meridian Wealth Management, Inc	High $1.5M	$99M	68	72%
Modern Money Management LLC	Typical $680K	$46M	68	35%
Pacific Investment Advisors, LLC	Low $380K	$26M	68	15%
Traction Wealth Management, LLC	Very Low $230K	$16M	68	9%
Wellington Capital Advisors, LLC	Low $360K	$24M	68	82%
EDM Capital, LLC	High $840K	$58M	69	28%
Fullerton Advisors, LLC	Very High $1.7M	$120M	69	67%
Leedom Asset Management, Inc.	High $930K	$65M	69	87%
Lockerman Financial Group, Inc.	Very High $1.6M	$110M	69	51%
New Wave Financial Services	Very High $1.8M	$120M	69	72%
Pathlight Wealth Management	Low $350K	$24M	69	16%
Reh Wealth Advisors LLC	Very High $1.6M	$110M	69	57%
Checkpoint Financial Planning	Very Low $0	$0	70	29%
Elite Capital Services, LLC	Typical $770K	$54M	70	14%
Investus Financial	High $1M	$73M	70	33%
Light Capital Management LLC	High $1.2M	$82M	70	59%
Owens Investment Advisors LLC	Very Low $220K	$16M	70	11%
Triflame Capital	Low $390K	$27M	70	17%
Venture Forth Financial	High $1.5M	$110M	70	41%
Yosemite Wealth	Very Low $230K	$16M	70	9%
Covered Edge Asset Management, LLC	Low $250K	$18M	71	0%
FocusYou	High $840K	$60M	71	27%
John H. Liles, CFP	Typical $570K	$41M	71	0%
Long View Financial Services, Inc	High $930K	$66M	71	30%
OWL and ORE Wealth Planning	Typical $810K	$57M	71	34%
The Stewardship Solution	Very Low $210K	$15M	71	17%
Legacy Advisory Group, Inc	Typical $670K	$48M	72	33%
MESA Wealth Management	Low $240K	$17M	72	28%
RMR Capital Management LLC	Very High $2.4M	$170M	72	63%
Sutro Advisors	Typical $670K	$48M	72	61%
United Global Advisors, LLC	Typical $620K	$45M	72	29%
Afrasiab Wealth Solutions, LLC	Low $270K	$19M	73	0%
DES Financial Group, LLC	Low $470K	$34M	73	45%
Mrd, Inc.	Very High $2.5M	$180M	73	58%
Sierra Shore Financial	Very Low $63K	$4.6M	73	1%
Teixeira Wealth Management LLC	Low $280K	$20M	73	66%
Ultra Advisory Group	Very High $1.9M	$140M	73	48%
Blue Rock Financial Services, Inc.	Typical $720K	$53M	74	31%
Corlett Financial, Inc.	Low $420K	$31M	74	12%
JPS Global Investments, LLC	High $880K	$65M	74	23%
McCurdy Financial Solutions	Low $360K	$27M	74	26%
Conklin Shure Financial	—	—	75	0%
EdMD Financial Strategies, LLC	Very Low $33K	$2.5M	75	0%
Intelligent Investing	Typical $590K	$44M	75	11%
NGP Financial Planning, LLC	Very High $1.7M	$120M	75	40%
Seal Rock Wealth Management, LLC	High $1.2M	$87M	75	29%
True Fiduciary Capital, LLC	High $1.3M	$99M	75	100%
Bahr Financial Planning Network, Inc.	Typical $710K	$54M	76	25%
Curtis Financial Planning	Very High $2.2M	$160M	76	87%
The Foundation Wealth Management, LLC	Very Low $170K	$13M	76	7%
Albility Planning	Very Low $160K	$12M	77	8%
Bourbon Financial Management	Very Low $0	$0	77	64%
Eagleson Arndt Financial Advisors	Typical $680K	$100M	154	24%
JY Capital Management	Typical $500K	$38M	77	0%
LifePoint Financial Design	Low $240K	$19M	77	5%
Pedicord Wealth Management, LLC	High $950K	$73M	77	26%
Baseline Investments, LLC	Very Low $120K	$9M	78	62%
Indy Wealth Solutions, LLC	Very Low $76K	$5.9M	78	0%
KFICO, LLC Registered Investment Advisor	Typical $550K	$43M	78	36%
MEM Investments	High $1.2M	$95M	78	14%
Momentum Private Wealth Management	High $920K	$72M	78	36%
Monocot Wealth Management, LLC	Typical $840K	$65M	78	44%
Percension Wealth Advisors, LLC	Low $350K	$27M	78	18%
Thrive Financial Planning	Typical $570K	$44M	78	46%
Balanced Wealth Management	—	—	79	0%
Delphi Wealth Partners	Typical $650K	$51M	79	41%
Joiner Financial, LLC	Typical $800K	$63M	79	15%
RJR Financial Services	Typical $610K	$48M	79	0%
Victory Wealth Management, LLC	High $880K	$69M	79	0%
White Pine Investments	Low $300K	$24M	79	5%
Aspire Advisory Services	High $860K	$69M	80	31%
Cabildo Capital LLC	Typical $830K	$66M	80	74%
Cobb Planning Group	Very Low $20K	$1.6M	80	0%
Crone Wealth Management, PLLC	—	—	80	0%
Disruptiveseculargrowth Corporation	Low $440K	$35M	80	54%
Duran Capital Management, LLC	Typical $540K	$43M	80	11%
EmboldenFP	—	—	80	0%
Hilpan Moxie Wealth Management, LLC	High $1.2M	$96M	80	41%
KW Wealth Management LLC	High $1.5M	$120M	80	38%
Ross Financial Group	Very Low $190K	$15M	80	0%
Total Wealth Solutions	Very High $1.8M	$140M	80	75%
Conway Partners	Very High $1.8M	$140M	81	86%
Firstline Financial LLC	Low $390K	$32M	81	4%
U.S. Advisors, Inc.	High $860K	$70M	81	33%
Brink Financial Group, Inc.	Low $260K	$21M	82	5%
MB3 Consulting LLC	Typical $750K	$62M	82	18%
Thielen Capital Corporation	Very High $1.5M	$130M	82	73%
Wealthmark Advisory Group, LLC	High $1M	$85M	82	39%
Berger Asset Management, Inc.	Low $310K	$26M	83	0%
Educated Solutions	Typical $610K	$51M	83	4%
Fiducia Wealth Management	Low $300K	$25M	83	14%
Kruse Financial Strategy	—	—	83	0%
Lewis Capital Management	Very High $2.1M	$180M	83	84%
Phibbs Financial	Low $320K	$27M	83	2%
The Hourly Advisor LLC	—	—	83	0%
Verdant Capital Management	High $1.2M	$99M	83	0%
Klocke Capital Group, LLC	High $940K	$79M	84	19%
Majestic Oak Financial, LLC	Typical $610K	$51M	84	10%
Calibration Financial	Very Low $190K	$16M	85	4%
Cruse Investments	Typical $670K	$57M	85	69%
Lucey Investment Management, LLC	Typical $680K	$58M	85	35%
Spahr Financial Group, LLC	Low $320K	$27M	85	0%
Carmandalian Financial Group, LLC	Very High $1.7M	$150M	86	29%
Harry Licursi Tax & Retirement Planning	Very Low $230K	$20M	86	0%
Harris Investment Advisors LLC	Low $320K	$28M	87	44%
MDRN Wealth	Typical $830K	$72M	87	23%
Ramsdell Capital Management, LLC	High $1.2M	$100M	87	86%
Royal Palms Capital, LLC	High $1.4M	$120M	87	38%
Winslow Drake, Inc.	Typical $700K	$61M	87	22%
All One Wealth, LLC	Typical $510K	$44M	88	20%
Cadena Financial Planning & Tax Services	Typical $700K	$61M	88	35%
Forward Financial LLC	High $890K	$78M	88	23%
Prima Wealth	High $1.1M	$94M	88	28%
Qubera Wealth Management	Typical $600K	$53M	88	38%
Runnymede Capital Management Inc	High $890K	$79M	88	44%
Wealth Legacy Group, Inc.	High $990K	$87M	88	65%
Wealth Mode	Very Low $140K	$12M	88	5%
Abbott Capital Management Corp.	Typical $490K	$44M	89	9%
Benning Financial Group, LLC	High $990K	$88M	89	29%
Patricia Heaton Parker, CFP	Low $290K	$26M	89	9%
Clutinger Williams & Verhoye Inc	Very High $1.6M	$140M	90	49%
Emerald Wealth Management, Inc.	Very Low $170	$15K	90	0%
Foothills Capital Management, LLC	Low $280K	$25M	90	11%
Gustafson Financial Solutions	—	—	90	0%
Pacific Investment Research	High $1.3M	$120M	90	42%
Rennie & Associates	Very Low $0	$0	90	61%
Wealthbuilders, LLC	Typical $590K	$53M	90	36%
Arc Advisers LLC	High $1.2M	$100M	91	37%
Aspire Wealth Advisors, LLC	Typical $820K	$75M	91	36%
Momentum Financial and Insurance Services LLC	Typical $650K	$59M	91	0%
Oak Summit Wealth Management, Inc.	High $900K	$82M	91	32%
Osborne Capital Management	Low $320K	$29M	91	11%
Redefine Financial	Low $410K	$37M	91	15%
Keep It Simple Financial Planning	Typical $770K	$71M	92	21%
New Assets Investment Advisors LLC	Typical $560K	$51M	92	15%
S.H. Capital Management Corp.	Typical $600K	$55M	92	15%
Janis Financial, LLC	Low $290K	$27M	93	4%
Atlas Peak Advisors, Inc.	High $920K	$86M	94	22%
Douglas Capital Management, LLC	Very Low $230K	$22M	94	43%
VanDenburg Capital Management	High $1M	$94M	94	46%
Ames financial services	Very Low $140K	$13M	95	0%
Goldman Wealth Management	High $1.2M	$120M	95	39%
Mears Money Management	Low $400K	$38M	95	0%
Strategic Income Advisors	Low $420K	$40M	95	0%
FBS Securities	Low $430K	$42M	97	19%
Howard Financial	Low $290K	$28M	97	5%
Scott & Associates Investment Advisory Services	Typical $650K	$63M	97	20%
Tri-Quest Investment Advisors	Very Low $230K	$22M	97	10%
Eureka Financial Planners, LLC	Typical $530K	$52M	98	10%
Financial Strategies for Today and Tomorrow--Wealth Mgmt Group	—	—	98	0%
Gemmer, Robert Arden	Typical $690K	$67M	98	51%
Jim McKeever	High $890K	$87M	98	50%
KMR Wealth Advisory, LLC	Typical $590K	$58M	98	14%
Moore Wealth Partners, LLC	Low $350K	$34M	98	20%
Twenty Fifty Capital	Typical $480K	$47M	98	13%
Ric Komarek, CFP	Low $240K	$24M	99	7%
Rincon Wealth Management	Typical $610K	$61M	99	29%
Sierra Nevada Wealth Management, LLC	Very Low $210K	$21M	99	0%
Starkel Wealth Advisors, LLC	Very Low $140K	$14M	99	5%
WealthTarget Investment Advisors, LLC	Low $390K	$38M	99	24%
Willis Financial Services, Inc.	High $970K	$96M	99	24%
Berman, Gil	Typical $630K	$63M	100	85%
Hayden Capital	Low $320K	$32M	100	85%
Retirement Investment Advisors Inc.	—	—	100	0%
Stkeros Financial Planning, LLC	Very Low $0	$0	100	30%
Bull Run Investment Management LLC	Typical $520K	$52M	101	24%
Murawski Wealth Management	Typical $630K	$64M	101	19%
Royal Palm Investment Advisors, Inc.	Low $390K	$40M	101	10%
Harvestwise Wealth Planning	Low $410K	$42M	102	13%
Sightline Wealth	Typical $540K	$56M	103	71%
Appian Way Financial	High $1.2M	$120M	104	22%
Brava Financial	—	—	104	0%
Pacific United Planning, Inc.	Low $250K	$26M	104	9%
Anchor Wealth Management, LLC	High $940K	$98M	105	46%
Babin Wealth Management	Low $270K	$29M	105	8%
Clarity Financial	—	—	105	67%
Dae Wealth Management	Very Low $230K	$24M	105	19%
FCG Wealth Management LLC	Very Low $180K	$19M	105	0%
Alpha Wealth Management, LLC	Very Low $220K	$23M	106	9%
Dawson Investment Management	Low $370K	$40M	106	29%
Journey Equity Wealth Management LLC	Very Low $99K	$10M	106	9%
The Cook Company, LLC	Low $370K	$39M	106	36%
Anweiler Financial Management, LLC	Typical $480K	$51M	107	0%
Fairchild Capital LLC	High $950K	$100M	107	25%
Kansas City Private Wealth Management, LLC	High $920K	$98M	107	33%
David Ettl Financial	Very Low $150K	$16M	108	9%
Farrell Financial, Inc.	Typical $600K	$64M	108	9%
Calisi Wealth Management	Typical $680K	$74M	109	35%
ECF Wealth, Inc.	Typical $690K	$76M	109	22%
The Financial Group	Low $310K	$34M	109	20%
Hillberg Capital Management, LLC	High $840K	$93M	110	50%
Ironcrest Capital Management LLC	Low $300K	$33M	110	5%
CIF Advisors Inc.	Very Low $64K	$7.1M	111	0%
Garner Financial Management	High $1.2M	$130M	111	40%
Knecht Capital Management, LLC	High $990K	$110M	111	29%
Perpetual Capital Advisors, LLC	Very Low $220K	$25M	111	11%
Legacy & Wealth Financial Advisors	Typical $530K	$59M	112	13%
Malone Wealth Ventures LLC	Low $370K	$42M	112	1%
Bell Strategic Investments, Inc.	Typical $620K	$70M	113	5%
GSR Capital Management, Inc.	Typical $750K	$85M	113	21%
Lasting Legacy Wealth Management, LLC	Typical $530K	$59M	113	13%
McCann Investment Management, LLC	Very Low $73K	$8.3M	113	4%
Chaim Investment Advisors LLC	Very Low $170K	$19M	114	3%
DRM Wealth Management	High $960K	$110M	114	44%
Intero Financial Planning, LLC	Low $390K	$44M	114	10%
Pmb Advisors	High $990K	$110M	114	46%
S&F Investment Advisors	Low $450K	$51M	114	4%
Financial Planning Solutions, Inc.	—	—	115	0%
Life Strategies, Inc.	High $1.1M	$120M	115	23%
Lotus Asset Management Limited Liability Company	High $1M	$120M	116	25%
Marathon Retirement Planning	Typical $550K	$64M	116	29%
Peckham, David A	Very Low $53K	$6.1M	116	3%
Taos Investment Advisors, LLC	Typical $680K	$79M	116	59%
Capital Wealth Strategies, LLC	Low $430K	$50M	117	15%
Empowered Retirement, Inc.	Typical $670K	$79M	117	32%
London House Capital	Very Low $230K	$27M	117	0%
Haven Capital Group	High $1.2M	$140M	118	69%
Ursa Financial, LLC	Very Low $140K	$17M	118	3%
Di Bello Financial	Typical $530K	$63M	119	30%
Phase Change Wealth Management LLC	Low $240K	$29M	119	4%
Center Pillar Wealth Management LLC	Low $380K	$46M	120	0%
Cline Financial Concepts, LLC	Typical $560K	$68M	120	18%
Don Scholl & Associates, Inc.	Low $390K	$47M	120	16%
Financial Planning Associates	Very Low $0	$0	120	25%
Kensington Securities, LLC	Typical $620K	$74M	120	17%
Amy T. Sharp, CFP, LLC	Typical $520K	$62M	121	0%
Fleming & Associates, LLC	Typical $490K	$60M	121	28%
Hartfield Financial & Insurance Services, Inc.	Very Low $230K	$28M	121	0%
CSLA Financial Inc	Very Low $62K	$7.5M	122	0%
Maxim Capital Advisors, Inc.	Typical $480K	$59M	122	0%
Palisade Financial	Typical $520K	$64M	122	0%
Pillar6 Advisors, LLC	Typical $760K	$93M	122	27%
Effective Assets	High $1.2M	$150M	124	33%
Ridgeview Financial Planning	High $880K	$110M	124	24%
Elevation Financial LLC	Low $240K	$30M	125	0%
Paradigm Capital Management	High $1.4M	$170M	125	56%
Wright Financial, LLC	Typical $610K	$76M	126	31%
Applied Advisor	Very Low $0	$0	127	50%
Clifford Financial Planning, Inc.	Low $330K	$42M	127	13%
Zidel Financial Inc.	High $1.2M	$160M	128	34%
Green Investment Management, Inc.	Typical $520K	$68M	129	16%
Polaris Financial Planning, LLC.	High $1.2M	$150M	129	47%
Capital Benchmark Partners, LLC	Low $400K	$52M	130	14%
Etzler Financial Advisors, LLC	Very Low $0	$0	130	73%
Delta Capital Investments, LLC	—	—	131	0%
Diversified Wealth Management Solutions, LLC	Typical $660K	$86M	131	27%
Bosman Wealth Management, LLC	High $1M	$140M	133	29%
Downie Financial Group	Low $270K	$36M	133	6%
Kelly Financial Group LLC	Typical $670K	$90M	133	47%
PDE Wealth Advisors, LLC	Low $270K	$37M	139	5%
Allen Financial Advisement, Inc.	Very Low $50K	$6.7M	135	0%
The Financial Advisory Group	—	—	135	7%
Building Equities, LLC	Very Low $60K	$8.1M	136	0%
David De Koekkoek, CFP, EA	Typical $520K	$70M	136	15%
Rehoboth Financial Planning, Inc.	Very Low $120K	$16M	136	0%
Alpha Retirement Wealth, LLC	Very Low $230K	$32M	137	96%
Domo Capital Management, LLC	Very Low $180K	$25M	137	33%
Butterworth Financial LLC	Typical $710K	$98M	138	28%
Karl Schorr Wealth Management, LLC	Very Low $170K	$24M	138	0%
Sierra Madre Partners LLC	Very Low $210K	$29M	139	0%
Aaron Geoffrey Turner	Typical $540K	$76M	140	0%
Kenneth E. Boone Wealth Management, LLC	Typical $580K	$81M	140	21%
Pinedo Financial Services	Very Low $150K	$21M	140	0%
Pinnacle Retirement & Financial Planning	Low $460K	$65M	143	78%
Grape Modern Wealth Management	Low $270K	$39M	145	8%
Sequoia Financial, LLC	Very Low $140K	$21M	145	3%
Simplify Financial Planning	Very Low $0	$0	145	17%
Loyd Financial Management Inc.	High $890K	$130M	149	36%
Retirement Lifestyles Advisory Group	Low $460K	$68M	149	0%
Shuyi Kong Wealth Management, Inc.	Low $310K	$47M	153	2%
Omega Advisory LLC	Typical $540K	$84M	154	9%
401K Engineers Inc.	Low $280K	$44M	155	4%
GL Trust, Inc.	Very Low $140K	$22M	155	2%
Wealth Planning Group, Inc.	Low $260K	$40M	156	1%
Dogpatch Wealth	Low $440K	$70M	157	42%
Sustainvest Asset Management, LLC	Typical $820K	$130M	158	18%
T.M. Murphy Investment Management, Inc.	Very Low $230K	$37M	159	41%
Capstone Wealth Management, Inc.	Very Low $170K	$28M	160	0%
Powering Your Retirement	Typical $500K	$81M	162	15%
Compass Wealth Advisors	Very Low $200K	$33M	165	1%
RJJ Pasadena Securities, Inc.	Typical $660K	$110M	165	35%
Pruneyard Financial Group, Inc.	Low $460K	$77M	166	22%
Pembroke Asset Advisors, LLC	Low $300K	$51M	168	15%
Tweet Management Services, Inc.	Typical $710K	$120M	168	26%
Kingsley Advisors, LLC	Low $250K	$42M	170	2%
MACC IV Group	Very Low $190K	$33M	170	12%
Purpose First Financial, LLC	Low $350K	$60M	172	18%
Financial Solutions Associates	High $880K	$150M	174	37%
Regency Financial Group	Very Low $180K	$31M	174	0%
ASL Financial, LLC	High $890K	$160M	176	63%
Burgess Financial Planning	Typical $520K	$91M	177	77%
Concert Investment Advisory LLC	Typical $510K	$91M	178	0%
Fitbux RIA LLC	Very Low $28K	$5.1M	180	0%
Legacy Cornerstone Wealth LLC	Very Low $120K	$22M	181	0%
Spelts Wealth Management, Inc.	Low $410K	$75M	181	7%
Bridger Financial Services, LLC	Very Low $220K	$40M	182	12%
Muhr Advisory Group	Low $300K	$55M	185	23%
Pacific Haven Financial, LLC	Low $240K	$45M	185	18%
Pb Capital	Very Low $180K	$34M	185	5%
KMI Wealth Advisors	Low $270K	$50M	186	4%
Summer Fields Investments, LLC	Very Low $160K	$30M	186	18%
Nosuris, Inc.	Typical $470K	$90M	190	5%
Pathway Financial Services, LLC	Low $310K	$59M	191	0%
Wright Wealth Strategies, LLC	Typical $480K	$93M	196	35%
Fletcher Capital Management	Low $250K	$49M	197	17%
Wealth Management Partners of Los Angeles	Very Low $96K	$19M	202	0%
AlphaaI Capital Management	Very Low $25K	$5.2M	205	0%
Advise Financial	Very Low $180K	$39M	216	4%
WealthLynk, Inc.	Low $450K	$97M	216	17%
McBee Advisors, Inc.	Low $270K	$59M	219	21%
Financial Aurora, LLC.	Typical $590K	$130M	220	9%
Pacific Wealth Advisory Services LLC	Low $430K	$96M	223	11%
Webb Financial Group	Low $420K	$94M	224	24%
Gaskin Wealth Management	Low $360K	$82M	227	8%
Foxstone Financial	Low $300K	$68M	230	11%
W.K. Cooper II Asset Management Corporation	Low $350K	$81M	230	100%
Torrey Capital Investments	Low $430K	$100M	231	94%
Financial Freedom Capital Management	Very Low $220K	$52M	234	9%
Aspen Grove Investment Management, LLC	Very Low $190K	$46M	246	62%
CDFinancial	Low $350K	$86M	249	6%
DPCM	Low $290K	$77M	270	19%
Silicon Valley Wealth Management Solutions, Inc.	Very Low $190K	$51M	273	100%
Harvest Financial Group, LLC	Low $290K	$79M	275	5%
Fortis Portfolio Solutions, LLC	Typical $510K	$140M	276	100%
Crosspoint Financial, LLC	Typical $560K	$160M	282	41%
Wallender, Timothy Joseph	Typical $480K	$140M	289	11%
Western States Investments	—	—	300	0%
Shankland Financial Advisors, LLC	Low $290K	$88M	308	12%
C2C Wealth Management, LLC	Typical $550K	$180M	324	17%
Todd Wealth Management LLC	Low $440K	$160M	362	11%
Four Peaks Planning and Investments LLC	Very Low $160K	$60M	376	3%
FC360 Wealth Management, Inc.	Low $420K	$160M	379	28%
Nardene Wealth Management Inc	Very Low $200K	$80M	400	13%
A.T. Lloyd's, Inc	Low $300K	$130M	418	7%
Wasi	Very Low $140K	$59M	429	0%
New Street Advisors Group LLC	Very Low $30K	$15M	510	0%
Steward Financial Services, LLC	Very Low $110K	$62M	543	2%
Clarion Advisors Inc.	Very Low $210K	$130M	632	4%

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