AUM per client for Independent firms serving clients in Colorado

Independent firms active in Colorado 359 firms

Very Low $30K-$220K

Low $220K-$420K

Typical $420K-$740K

High $740K-$1.3M

Very High $1.3M-$2.7M

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

Median: $560K

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Firm	AUM/client	AUM	Clients	HNW client %
Hart Financial, LLC	Very Low $180K	$77M	418	4%
R. Kent Harris and Associates, Ltd.	Very Low $190K	$63M	337	6%
Fletching Arrows Wealth Management LLC	Very Low $160K	$43M	276	5%
DPCM	Low $290K	$77M	270	19%
Setchfield Asset Management	High $770K	$190M	250	20%
CDFinancial	Low $350K	$86M	249	6%
GranderSon Wealth Management Group Inc	Very Low $100K	$25M	239	7%
Foxstone Financial	Low $300K	$68M	230	11%
Spectrum Wealth Management, LLC	Typical $430K	$96M	224	12%
deMauriac LLC	Very Low $170K	$36M	212	4%
Wealth Ambassadors, LLC	Low $270K	$54M	203	7%
Fitbux RIA LLC	Very Low $28K	$5.1M	180	0%
Collier Financial, Inc	High $930K	$160M	172	47%
Heritage Financial Solutions, LLC	Typical $550K	$94M	171	15%
Peterson Financial Services LLC	High $760K	$120M	157	17%
Red Lady Capital Management, LLC	Typical $570K	$88M	155	57%
Outbound Financial	High $1M	$150M	150	60%
Sullivan Financial Planning, LLC	—	—	150	0%
Loyd Financial Management Inc.	High $890K	$130M	149	36%
Integrated Financial Management, LLC	Low $410K	$61M	148	7%
Alpha Retirement Wealth, LLC	Low $230K	$32M	137	96%
The Retirement Optimization Group, LLC	—	—	131	0%
Zidel Financial Inc.	High $1.2M	$160M	128	34%
Isgrig Capital Asset Management, LLC	Very Low $0	$0	124	45%
Elevated Asset Management LLC	Low $330K	$39M	121	18%
Eastlake Planning LLC	Low $380K	$45M	118	6%
Flatirons Wealth Management	Typical $420K	$49M	116	37%
Investment Fiduciary Planners, LLC	Very Low $110K	$12M	110	4%
Columbia Benefits, LLC	High $880K	$95M	109	44%
New Light Financial	Low $290K	$31M	108	2%
Hegarty Investment Logic, LLC	Low $240K	$26M	107	14%
The Cook Company, LLC	Low $370K	$39M	106	36%
Clc Capital Management	Very Low $36K	$3.8M	105	0%
Signal Research Group LLC	Very Low $170K	$18M	104	10%
Hahn Financial Services, LLC	Very Low $160K	$16M	102	15%
Berman, Gil	Typical $630K	$63M	100	85%
TROIKA CAPITAL ADVISORS, LLC	Typical $560K	$56M	100	20%
Arete Wealth Strategists	Very High $1.3M	$130M	98	59%
First Look Capital Management, LLC	High $1.2M	$120M	98	48%
Intelligent Investing	High $1.2M	$110M	95	31%
Ember Wealth Concepts & Financial Planning	Typical $440K	$41M	93	12%
Keep It Simple Financial Planning	High $770K	$71M	92	21%
Melonakis Financial	Typical $700K	$62M	89	0%
Prima Wealth	High $1.1M	$94M	88	28%
Sprincz Advisory Group, LLC	Low $240K	$20M	87	3%
Cash Flow Investment Services LLC	High $1.1M	$90M	86	28%
Calibration Financial	Very Low $190K	$16M	85	4%
Upbeat Financial	Low $240K	$20M	83	4%
Lathram Financial Group, LLC	High $1.1M	$91M	81	32%
Delphi Wealth Partners	Typical $650K	$51M	79	41%
Summit Wealth Strategies	Typical $660K	$51M	78	32%
Plan to Invest Capital Management, Inc.	Very Low $220K	$17M	77	0%
Sample Financial Advisers, LLC	Low $270K	$21M	77	3%
Spurr Financial Planning, Inc.	Very High $1.4M	$110M	77	4%
Genereux Investment Management, Inc.	Very High $1.7M	$130M	76	71%
Matthews Advisors, LLC	High $760K	$57M	76	18%
Elite Wealth Management	High $1.1M	$80M	74	39%
Kindred Financial LLC	Low $340K	$26M	74	24%
Harper Asset Management, LLC	Typical $630K	$46M	73	19%
IDG Advisors, LLC	High $800K	$59M	73	58%
Zeit Capital Advisors	Very High $1.9M	$140M	73	44%
Legacy Financial, Ltd	Low $230K	$17M	71	0%
ACE Wealth Partners, LLC	High $1.1M	$76M	68	47%
Narrow Path Financial Inc.	High $950K	$62M	65	40%
Noto Capital	Typical $590K	$38M	65	43%
Oak Street Investments	High $1M	$66M	65	45%
Willow Planning Group, LLC	—	—	65	0%
46 North Financial	High $910K	$58M	64	27%
Curated Wealth Solutions, LLC	Typical $620K	$40M	64	52%
RCS Wealth Management	Low $360K	$23M	64	0%
Taylors Financial	Low $350K	$23M	64	6%
Fields Asset Management LLC	Very Low $72K	$4.6M	63	0%
Triumph Private Wealth	Low $360K	$22M	63	27%
Abboud Financial Planning, Inc.	Low $400K	$25M	62	6%
Blueprint Financial Services	Typical $530K	$33M	62	21%
Schutte Financial LLC	Very Low $31K	$1.9M	62	0%
Level Up Financial Planning, LLC	Very Low $120K	$7.3M	61	16%
Rowley Financial LLC	High $880K	$54M	61	30%
The Western Wealth Group, Inc.	Very High $1.8M	$110M	61	69%
Haykin, Michael	Very High $2.1M	$120M	60	50%
David W.. McKinlay, CHFC	Typical $550K	$32M	59	24%
Alpine Wealth Advisors, LLC	Very High $2M	$110M	58	81%
Asset Solutions	Very Low $210K	$12M	58	14%
MFA Global Consulting Group LLC	Very Low $8.6K	$500K	58	0%
Citrine & Gold LLC	Very Low $55K	$3.1M	57	0%
Visionary Planning & Investment, LLC	Low $330K	$19M	57	0%
Walker Capital Advisors	Very Low $220K	$13M	57	0%
Treger & Associates	Very High $1.6M	$88M	55	33%
Wealth Logic, LLC	Very Low $0	$0	55	100%
Long Game Financial, LLC	High $880K	$48M	54	56%
Million Pebbles	Very Low $140K	$7.7M	54	4%
Aspired Wealth	Very Low $94K	$5M	53	2%
Douglass Financial Group	Low $250K	$13M	53	4%
Sobel Financial LLC	Low $310K	$17M	53	6%
Staib Financial Planning, LLC	Very High $2.2M	$120M	53	83%
Baskin Financial Planning	Typical $560K	$29M	52	15%
Guidepost Financial Planning, LLC	Typical $580K	$30M	52	17%
Pine Cone Capital	Low $350K	$18M	52	17%
Strategic Wealth Partners, LLC	Low $270K	$14M	52	85%
Bullock Capital Alliance, Inc.	Very High $1.9M	$98M	51	59%
Cobalt Private Wealth LLC	Typical $480K	$24M	51	0%
David B. Patston, CPA, CFA	Very High $1.7M	$85M	51	53%
Global Wealth, LLC	Low $340K	$17M	50	30%
Royal Financial Investment Group	Very Low $120K	$6M	50	0%
Lawrence Wealth Management	Very High $1.6M	$79M	49	53%
Lunsford Financial Planning, Inc.	High $930K	$45M	49	31%
Prosper Financial	Very High $2M	$97M	48	73%
Vann Investments LLC	Low $290K	$14M	48	0%
Buswell Associates, Inc.	Typical $720K	$34M	47	0%
Dendrite Capital, LLC	Typical $470K	$22M	47	26%
GC Alternative Management, LLC	Typical $580K	$27M	47	87%
Reflective Financial	—	—	47	0%
Dreyfuss Capital Management LLC	High $990K	$45M	46	24%
Montgomery Wealth Management, LLC	Typical $470K	$22M	46	20%
Alphamint Financial	High $890K	$40M	45	31%
Lampe Financial Group LLC	High $1.2M	$56M	45	47%
Scenic Wealth Management, LLC	Very High $1.4M	$61M	45	60%
Snowcap Financial	Low $240K	$11M	45	0%
Ridgeline Asset Management, LLC	High $1.3M	$59M	44	32%
Rocky Mountain Humane Investing LLC	Low $310K	$14M	44	0%
Watson Capital Management, Inc.	Very High $1.9M	$85M	44	80%
Balanced Wealth Partners LLC	Typical $460K	$20M	43	26%
Bloomfield Asset Management, Inc.	Very High $1.6M	$67M	43	40%
Elliott Financial, LLC	Typical $530K	$23M	43	0%
Living Room Wealth Management	Very High $1.6M	$66M	42	52%
Vascorp Wealth Advisors	Low $380K	$16M	42	7%
Wealth with Wisdom Advisors, Inc.	—	—	42	0%
Classic Financial & Investment Services, Inc.	High $1M	$42M	41	29%
InclineVest	Typical $690K	$28M	41	20%
Montana Investment Advisors Inc	High $1.2M	$49M	41	56%
VanderHeiden Financial	Low $220K	$9.2M	41	0%
FIT Financial Consulting LLC	Very Low $170K	$6.8M	40	0%
Mutual Advantage, LLC	Very Low $0	$0	40	73%
Prometheus Investment Advisors LLC	Typical $540K	$22M	40	23%
GreenStar Advisors	High $1.2M	$48M	39	41%
Rocky Mountain Financial Solutions Inc.	Low $310K	$12M	39	0%
Wealth Management Consultants, LLC	Very High $1.9M	$73M	38	71%
Clear Waters Financial Network LLC	Typical $550K	$20M	37	0%
Journey Capital Advisers, LLC	Low $420K	$15M	37	11%
Abby Kovach Financial Planning, LLC	Very Low $0	$0	35	86%
Evergreen Investment Management, LLC	Low $370K	$13M	35	20%
Henington Group RIA LLC	Very High $1.6M	$57M	35	57%
Simply Steward	High $1M	$35M	35	51%
StrongHaven Capital LLC	Typical $540K	$19M	35	71%
DWM Family Wealth	Typical $680K	$23M	34	12%
Sorensen Financial Management	Typical $520K	$18M	34	18%
The Horst Group, LLC	High $850K	$29M	34	24%
Tomassi Financial Planning, LLC	Typical $680K	$23M	34	0%
Ten Talents Financial Planning LLC	Very High $1.5M	$51M	33	61%
Adventure Wealth Advisors	High $880K	$28M	32	0%
DCG Wealth Management	Very Low $190K	$5.9M	32	0%
Momentum Financial Planning LLC	Very Low $0	$0	32	0%
Prudent Wealthcare	Very Low $0	$0	32	72%
PYN Wealth Management LLC	Very Low $150K	$4.7M	32	3%
Advantage Financial Services, Inc.	Low $240K	$7.4M	31	87%
Barnai Asset Management	Typical $700K	$22M	31	23%
Conklin Financial Planning	—	—	31	0%
Frederick H. Cron	Low $410K	$13M	31	0%
Aspen Financial, Inc.	Typical $580K	$17M	30	20%
Connolly Financial Group	Typical $520K	$16M	30	3%
Disciplined Wealth Management, LLC	Very Low $59K	$1.8M	30	0%
Martin, Marcus	Very Low $0	$0	30	0%
RH Knapp & Co.	High $790K	$24M	30	0%
Cornet Capital LLC	Very Low $0	$0	29	14%
Fortified Wealth Strategies, Inc.	Very High $1.6M	$47M	29	55%
Aspen Wealth Planners LLC	High $1.2M	$35M	28	43%
Differential Planning LLC	Very Low $90K	$2.5M	28	0%
Evergreen Investing, LLC	High $1.1M	$31M	28	39%
Financial Consulting Associates	High $1.2M	$33M	28	0%
Frontier Advisors, LLC	Very High $2.8M	$79M	28	68%
Physician Advising LLC	Low $350K	$9.9M	28	0%
Sugden Wealth Management, LLC	Very High $1.9M	$54M	28	64%
To Wealth, LLC	Very High $1.7M	$49M	28	61%
Two Trails Financial Planning	Very High $1.5M	$41M	28	93%
Lariat Wealth Management	Very High $1.4M	$38M	27	48%
MoneyGrow.com®	Typical $480K	$13M	27	11%
Roads Capital LLC	Low $230K	$6.7M	30	0%
Ardent Investors, LLC	High $740K	$19M	26	27%
Cairn Financial Advisors, LLC	Typical $680K	$18M	26	46%
Mcgehee Wealth Advisory Group, Inc.	Very High $1.7M	$44M	26	42%
MoneyCafe Advisors, LLC	Typical $520K	$14M	26	19%
Silver Lake Advisors, LLC	Very High $1.8M	$47M	26	54%
Zestiny Wealth	High $810K	$21M	26	19%
BW Financial Planning	High $1.2M	$31M	25	40%
Heritage Planning & Investing Services, LLC	Very Low $190K	$4.8M	25	0%
Life Story Financial	Low $360K	$8.9M	25	24%
Louis Henry Wealth Management LLC	Very High $3.4M	$84M	25	64%
Margin	Very High $2.6M	$66M	25	68%
Sample Financial Solutions, LLC	High $1.1M	$28M	25	20%
Swales Financial LLC	Low $240K	$6M	25	16%
Third Day Capital Management, LLC	High $990K	$25M	25	32%
Tom C. Nelson, PhD, CFP(R) Personal Financial Consultant	Very Low $0	$0	25	60%
Vero Advisors, LLC	Typical $530K	$13M	25	0%
Eliason Wealth Management LLC	Very Low $100K	$2.4M	24	0%
First Light Financial	Typical $710K	$17M	24	0%
Grinnell Capital, LLC	Low $410K	$9.8M	24	63%
Portsea Investments, Inc.	Very High $3.8M	$92M	24	88%
White Turf Financial LLC.	Typical $730K	$18M	24	8%
Brooks Wealth Management	Typical $460K	$11M	23	30%
Cornerstone Financial Planning	Typical $630K	$15M	23	22%
Financial Life Journeys	Low $280K	$6.5M	23	0%
Halcyon Wealth Management, LLC	Very High $3.7M	$85M	23	100%
Oaktree Financial Planning, LLC	Very High $3.9M	$90M	23	100%
Park Hill Financial Planning & Investment Management, LLC	Very High $3M	$69M	23	78%
Platte West Wealth Management, LLC	High $870K	$20M	23	57%
Presidio Advisors, LLC	High $990K	$23M	23	48%
Alignpoint Wealth	High $810K	$18M	22	41%
Cedar Peak Wealth Advisors	Typical $680K	$15M	22	9%
Cronkhite Wealth Strategies	Typical $450K	$9.8M	22	0%
Fiduciary Counsel, Inc.	Low $290K	$6.4M	22	9%
Pyramid Peak Capital, LLC	High $820K	$18M	22	45%
Antunes International Investment Management	Typical $560K	$12M	21	0%
Covered Call LLC	High $1.3M	$27M	21	43%
Equal Path Investments	Typical $460K	$9.7M	21	29%
Kompass Financial Advisors, Inc.	Typical $430K	$8.9M	21	5%
LUNA Investment Services Inc.	Low $320K	$6.8M	21	33%
Mandala Financial Advisors LLC	High $1.2M	$25M	21	52%
Red Meadow Advisors, LLC	Low $370K	$7.8M	21	0%
Simmons Investment Management LLC	High $1M	$21M	21	62%
SimpliciFi, LLC	Very Low $180K	$3.8M	21	0%
The Retirement Readiness Institute	Low $240K	$5.1M	21	0%
Adk Wealthcare Partners	Very High $1.4M	$29M	20	20%
Boulder Canyon Financial	High $1M	$20M	20	35%
Burdick Wealth Management, LLC	Very High $1.6M	$32M	20	40%
D.A. Schwenker & Assoc.'s, Inc.	Very Low $150K	$3.1M	20	0%
Eight Peaks Wealth Management	Very Low $110K	$2.2M	20	0%
Gladstone Financial LLC	High $770K	$15M	20	0%
Gorham Wealth Management, LLC	Typical $720K	$14M	20	80%
Income Management Company	Typical $530K	$11M	20	0%
Salida Financial Advice and Planning	Typical $650K	$15M	20	0%
Sherwood Wealth Management	Very High $1.5M	$30M	20	0%
Star Financial Services	Very High $2.7M	$53M	20	0%
Vail Valley Asset Management, LLC	Very Low $85K	$3.3M	39	0%
Ares-Bound Capital	Very Low $24K	$460K	19	0%
Aware Investing, Inc	Low $250K	$4.7M	19	0%
Financial Solution Advisors Corp.	Very Low $180K	$3.4M	19	0%
Fleet Capital Management, LLC	High $980K	$19M	19	95%
King Retirement Solutions, LLC	Very Low $100K	$2M	19	0%
KL Zech Investments	Typical $530K	$10M	19	58%
Moore, Dorothea Jane	Very High $1.5M	$28M	19	42%
Suarum Investment Management, LLC	Very High $2.5M	$48M	19	100%
Wealth Management Consultants L.L.C.	Very High $5.2M	$99M	19	100%
Aviator Wealth Group	Typical $570K	$10M	18	33%
Tolland Capital	Very Low $130K	$2.3M	18	33%
Windmiller	High $940K	$17M	18	11%
INS Capital Management, LLC	Typical $680K	$12M	17	18%
Water Dog Asset Management LLC	Low $350K	$5.9M	17	0%
William Palmer Associates, LLC	Very High $2.3M	$38M	17	35%
Wolfpack Wealth Management	Very Low $36K	$620K	17	0%
Colver Asset Management, LLC	Very High $1.5M	$24M	16	6%
Mountain Flower Investments & Planning, LLC	High $900K	$14M	16	0%
MSM Financial, LLC	High $900K	$14M	16	44%
O'Rourke Financial	High $920K	$15M	16	0%
Planned Security Advisors LLC	Very Low $200K	$3.2M	16	6%
Replica Wealth Advisors Inc	Very Low $130K	$2M	16	0%
Resolute Retirement Consulting	Very High $5.1M	$81M	16	44%
Amvara	Very Low $60K	$910K	15	0%
James Morgan Asset Management, LLC	Typical $690K	$10M	15	27%
James Wheeler & Co. Advisors	Typical $530K	$8M	15	0%
JKAY Securities Corporation	Very Low $140K	$2.1M	15	67%
Lybis Investing	Low $330K	$4.9M	15	47%
Purpose Wealth	Typical $700K	$11M	15	87%
Semrod Capital LLC	High $1.2M	$17M	15	47%
Thrive Financial Management	Low $300K	$4.5M	15	0%
Wolff Financial Advisors, LLC	High $860K	$13M	15	60%
Aspen Financial Solutions, LLC	High $1.3M	$18M	14	21%
Aspen Gold Financial	Very Low $220K	$3.1M	14	0%
Continuum Wealth Strategies, LLC	Very High $1.9M	$26M	14	43%
Dvorchak & Associates	Low $330K	$4.6M	14	0%
Eudaimon Wealth Management	High $1.3M	$18M	14	0%
Integrity First Financial Planning LLC	High $1.1M	$15M	14	57%
Moneyfull	Low $410K	$5.8M	14	0%
QRIA, Inc.	Low $360K	$5M	14	7%
RCH Fields Family Wealth Management LLC	Very High $1.9M	$27M	14	14%
Stubbs Investments, LLC	Very High $3.2M	$45M	14	29%
Coah Financial	Low $270K	$3.5M	13	31%
JDYEAgerAdvisors	Very High $1.8M	$23M	13	54%
Liberated Financial	Very Low $110K	$1.4M	13	8%
Quish	Very High $9.8M	$130M	13	100%
Winvest Investments L.P.	Very High $4.1M	$53M	13	31%
Bear Peak Financial, LLC	Low $360K	$4.4M	12	0%
Be Your Best Financial	Low $300K	$3.6M	12	25%
Business Financial Strategies, Ltd.	Very High $2.3M	$28M	12	100%
Crouch Investment Group, Inc.	High $960K	$12M	12	33%
Equity Financial Management	Typical $430K	$5.1M	12	25%
Incline Capital Management, LLC	High $1.3M	$16M	12	33%
Joy Equity Management LLC	High $770K	$9.2M	12	25%
Sparks Capital Management	Low $320K	$3.9M	12	17%
Three Waters Financial	Very High $2.5M	$31M	12	42%
Alpine Capital Partners, LLC	High $850K	$9.4M	11	73%
Growth Equity Management, Inc.	Very Low $45K	$490K	11	0%
Haas Capital Management LLC	High $880K	$9.7M	11	100%
H. Anthony Ruckel	Very High $1.6M	$18M	11	0%
Highlands Asset Management, Inc.	Low $380K	$4.2M	11	0%
Mark P.. Shively	High $820K	$9.1M	11	100%
Robbins Wealth Management, LLC	Typical $560K	$6.2M	11	18%
Skidmore Advisory Services, Inc.	Typical $490K	$5.4M	11	27%
WealthEQ	Very High $2.3M	$26M	11	100%
AMA Financial Planning LLC	—	—	10	0%
Black Capital, LLC	Very Low $110K	$1.1M	10	0%
CM20 Wealth Management	Very High $2M	$20M	10	70%
Delvaux Wealth Management	Very High $9.1M	$91M	10	100%
Krivacs Capital Management, LLC	Very High $1.8M	$18M	10	100%
Liquidifi	Very Low $44K	$440K	10	0%
Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA	Typical $430K	$4.3M	10	30%
Wolf & Raven Private Wealth	Very Low $67K	$670K	10	0%
Basilic	Very Low $10K	$92K	9	0%
CitiWest Capital Corporation	Very Low $0	$0	9	100%
Flatiron Wealth Advisors, LLC	Low $300K	$2.7M	9	0%
Kyso Financial	Very Low $140K	$1.3M	9	0%
Norton Barkley Asset Management	Very High $1.6M	$14M	9	0%
Poehls Associates LLC	Very High $2.2M	$20M	9	56%
Winding Trail Financial Planning, LLC	High $1.3M	$12M	9	0%
Pearl Wealth LLC	Very High $6.5M	$110M	17	100%
Dream Catcher Financial Services, LLC	Low $290K	$2.3M	8	0%
Epic Investment Management	Very High $5.5M	$44M	8	100%
Fossel Capital Management LLC	Very High $4.2M	$33M	8	100%
FTN Capital Management	Very High $3.9M	$31M	8	25%
Headwaters Financial Planning, LLC	Very Low $110K	$900K	8	0%
Reset Financial Planning LLC	Very High $2M	$16M	8	100%
S2O Capital Management	Low $380K	$3M	8	25%
White Peaks Asset Management, LLC	Typical $530K	$4.2M	8	100%
Abundant Capital Strategies LLC	Very Low $59K	$410K	7	0%
Ascendance Wealth	Low $320K	$6M	19	14%
BCM Wealth Management, LLC	Very High $2M	$14M	7	100%
Go Fish Finance, LLC	Very Low $0	$0	7	0%
Rock Financial Planning	Very Low $200K	$1.4M	7	0%
Shadowfax Investments LLC	Low $250K	$1.8M	7	43%
True Riches Financial Planning	Typical $660K	$4.6M	7	43%
Wealth Acumen, Inc.	Very High $3.9M	$27M	7	100%
Willcox Wealth Management	Typical $480K	$3.3M	7	0%
Adage Investment Advisors, L.L.C.	Very High $2.4M	$14M	6	67%
Alpine Financial Advisers, LLC	Low $240K	$1.4M	6	0%
Lion's Eye Wealth LLC	Typical $670K	$4M	6	0%
Medina Financial, LLC	Low $240K	$1.4M	6	17%
Sohum Financial Planning, LLC	Typical $600K	$3.6M	6	50%
Stevenson Advisors, LLC	Very High $2.2M	$13M	6	100%
Vineyard Capital Management LLC	Typical $720K	$4.3M	6	0%
VSI Capital Group	High $800K	$4.8M	6	0%
Zales Investment Management, Inc	Very High $3.7M	$22M	6	0%
Agile Wealth LLC	Very Low $190K	$970K	5	0%
Austec Wealth Management, LLC	Typical $570K	$2.9M	5	0%
Cimarron Wealth Management, LLC	Very High $2.1M	$11M	5	80%
Helping Hand Financial, LLC	Low $370K	$1.9M	5	0%
High Peaks Wealth Strategies	Very Low $100K	$500K	5	0%
IronFjord Wealth Management	Low $320K	$1.6M	5	20%
Seamless Financial Planning	Very High $1.8M	$9.1M	5	0%
Tangent Financial	Very Low $100K	$520K	5	0%
Trailpoint Financial Planning	Very Low $99K	$500K	5	0%
Artificial Alpha Investments	Typical $670K	$2.7M	4	50%
Bright Future Advisors	High $1M	$4.2M	4	0%
Holos Consulting Group, LLC	—	—	4	0%
Resnn Investments, LLC	High $930K	$3.7M	4	100%
Cim	—	—	3	0%
Colorado Diversified Financial	Low $360K	$1.1M	3	0%
Fortress Family Asset Management LLC	Very Low $59K	$180K	3	0%
Friend Financial Group Inc	Typical $480K	$1.4M	3	0%
Full Body Finance	Very Low $0	$0	3	0%
JD Haggar Financial	Low $230K	$700K	3	100%
Tree Line Strategy Group LLC	Low $410K	$1.2M	3	67%
AEOM Investments, LLC	Low $340K	$670K	2	100%
Braverman Wealth Advisors, LLC	Typical $710K	$1.4M	2	50%
Polaris Wealth Partners	Very High $2.7M	$5.4M	2	100%
Whitmore Financial Planning	—	—	2	50%
Woolly Mammoth, LLC	Very High $2.6M	$5.3M	2	100%
Arena Advisors LLC	Very Low $180K	$180K	1	0%
Benefit Investing LLC	Very Low $0	$0	1	0%
Blackbird Financial Planning	Typical $510K	$510K	1	0%
Entree Wealth LLC	Very Low $0	$0	1	0%
Fox Meadow Financial Planning	—	—	1	0%
Linda A. Walker, CFP	—	—	1	0%
Monuwealth Advisors	High $770K	$770K	1	0%
Three Circles Capital Management, LLC	Low $340K	$340K	1	0%
A2Resources LLC	—	$0	—	—
Advanced Wealth Advice	—	—	—	—
Arroit Services Inc	—	$84K	—	—
Aventus Wealth Management LLC	—	—	—	—
Best Life Financial Planning, LLC	—	—	—	—
Century Investments	—	—	—	—
Ceres Capital Management, Inc	—	$0	—	—
Devil's Head Capital LLC	—	—	—	—
Ellis Financial Solutions LLC	—	—	—	—
Financial Thinking Partner Wealth Advisors	—	$0	—	—
Foothills Investments, L.L.C.	—	$0	—	—
Forward Financial Planning LLC	—	$1.4M	—	—
Golden Thread Collaborative, LLC	—	—	—	—
Guardian Brothers	—	—	—	—
Harting Financial, LLC	—	$0	—	—
Hestia Wealth & Wellness LLC	—	—	—	—
Immotus Financial LLC	—	—	—	—
Ivan Capital Management, Inc.	—	$15M	9	—
JCM3 Asset Management, LLC	—	$2.2M	—	—
J D Atkinson	—	$2.1M	—	—
Kickstart Financial Planning LLC	—	—	—	—
King Financial Planning & Management, LLC	—	$0	—	—
MCJ Capital Partners	—	$470K	—	—
Merels Capital	—	—	—	—
Mogle Financial Solutions	—	$0	—	—
Montgomery Financial Planning LLC	—	—	—	—
Newell Financial Services	—	$0	—	—
Next Chapter Financial, LLC	—	$0	1	—
Opus Financial LLC	—	—	—	—
Otium Wealth Management	—	—	—	—
Peakstone Wealth Management, LLC	—	—	—	—
Pine Cone, LLC	—	$0	—	—
Pivot Planning, LLC	—	—	—	—
Sagegrove Investment Advisory Group, LLC	—	$0	—	—
Savvly Advisor	—	—	—	—
Seva Wealth Management	—	$0	—	—
SevenWealth LLC	—	—	—	—
Skyrise Financial	—	—	—	—
Slingshot Financial	—	$100K	—	—
Someday Advisors	—	$0	—	—
Southern Capital Partners, LLC	—	—	—	—
STRIDE Tax and Wealth Advisors, LLC	—	—	—	—
Strong Mountains Financial Planning	—	—	—	—
Summit Capital Group LLC	—	$0	—	—
Systematic Wealth Management, Inc.	—	$3.4M	—	—
Tailored Tax and Wealth	—	$50K	—	—
Terranorth Investment Management LLC	—	$91K	—	—
TGS Forward LLC	—	$0	—	—
The Real Estate Whisperer(R)	—	—	—	—
Tonn Financial Planning	—	$630K	—	—
Trailblazer Wealth Management	—	—	—	—
Trajectory Financial Planning	—	$0	—	—
TrueVector Wealth Advisors	—	—	—	—
Upper Basin Capital, LLC	—	$2.8M	—	—
Veritas	—	—	—	—
WAPG, LLC	—	$0	—	—
Washpark Capital, LLC	—	$1.5M	—	—
XCountry Financial	—	$0	—	—
Yeti Wealth Management Group, LLC	—	$1.2M	10	—
Young Wealth Partners	—	—	—	—

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