AUM per client for Independent firms serving clients in Florida

Independent firms active in Florida 904 firms

Very Low $53K-$200K

Low $200K-$410K

Typical $410K-$710K

High $710K-$1.3M

Very High $1.3M-$2.9M

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

Median: $520K

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Firm	AUM/client	AUM	Clients	HNW client %
Abaco Retirement Advisors LLC	—	—	—	—
Accessible Financial Planning LLC	—	$0	—	—
Acertado Investments	—	—	—	—
ACT 2 Planning	—	—	—	—
Albert Capital Management LLC	—	$0	—	—
Align Equity Group	—	—	—	—
Allied Capital Group, LLC	—	—	—	—
Ally Business & Wealth	—	—	—	—
Alternative Finance LLC	—	—	—	—
Aquasphere Am, LLC	—	—	—	—
Arven Wealth Management LLC	—	—	—	—
Ascend Wealth Advisors, LLC	—	—	—	—
Atlas Capital Advisory LLC	—	$7.4K	—	—
AVL Advisory LLC	—	$0	—	—
Balanced Wealth Strategies LLC	—	—	—	—
Battalion Asset Management, LLC	—	—	—	—
Benowitz Wealth Management	—	$570K	—	—
Big Blue Investors, LLC	—	$310K	—	—
Blade Financial	—	—	—	—
Bloom Investment	—	—	—	—
Bluefin Investment Management, LLC	—	$500K	—	—
Bluewater Asset Management	—	—	—	—
Braintrust	—	$0	—	—
Brinker Financial	—	—	—	—
Btesh Financial, LLC	—	—	—	—
Build Financial Advisors, LLC	—	$3.6M	—	—
Bull & Bear Capital Advisors, LLC	—	$320K	—	—
Candor Strategic Partners LLC	—	—	—	—
CEG Wealth Partners, LLC	—	—	—	—
Ciaston Financial Group LLC	—	—	—	—
Cima Sports & Wealth Management Inc	—	$0	—	—
CJS Financial Advisers / CJSF Advisers	—	—	—	—
Cma Advisors, Inc.	—	—	—	—
Crewson Financial	—	—	—	—
Crow Capital Management LLC	—	—	—	—
D3 Advisors LLC	—	—	—	—
Daniel Financial Group, Inc.	—	—	—	—
DAS Wealth Management	—	$15K	—	—
Decker Capital Management, LLC	—	$0	—	—
Dominant Leading Capital, LLC	—	—	—	—
Elm Wealth Advisory	—	—	—	—
EM Financial Services, LLC	—	—	—	—
Ernest Salgan	—	—	—	—
European Family Office Institute LLC.	—	—	—	—
Financial Connection, Inc	—	$90K	—	—
Financial Q Group LLC	—	—	—	—
First Retirement Services LLC	—	—	—	—
Foliage Financial	—	—	—	—
Foresight Financial Advisory	—	$350K	—	—
Forge Capital	—	—	—	—
Fountainhead Financial Management, Inc.	—	—	—	—
French Capital Management, LLC	—	—	—	—
Galvez Financial LLC	—	—	—	—
GEG Advisors	—	$0	—	—
Glow Financial Planning LLC	—	—	—	—
Golden Capital Partners LLC	—	$0	—	—
Granofsky Investment Advisory LLC	—	—	—	—
Gray Lake Advisors	—	$260K	—	—
Green Beret Financial Planning	—	—	—	—
Gulf Coast Asset Management Company LLC	—	—	—	—
Gunn Financial Advisors, LLC	—	$4M	—	—
GW Asena Pty Ltd	—	$0	—	—
Hanson Financial Group	—	—	—	—
Harbor Fort Financial Advisors LLC	—	—	—	—
Harlig Financials	—	$270K	—	—
Herndon Wealth Services Inc	—	—	—	—
Hinkle Financial Services LLC	—	—	—	—
HNW Synergy Advisors, LLC	—	$0	—	—
Holly Donaldson Financial Planning, LLC	—	$0	—	—
Houten Haley Financial LLC	—	—	—	—
HPS Solutions LLC	—	—	—	—
Hudson Trading Group	—	—	—	—
Hunt Wealth	—	$1.2M	—	—
Hyde Park Wealth LLC	—	—	—	—
IBD Wealth Management, LLC	—	—	—	—
Insight Wealth Management LLC	—	—	—	—
Jacobs Investment Management, LLC	—	$0	—	—
Jessurum Capital	—	—	—	—
JSM Investment Management	—	$0	—	—
Kevin Investments	—	—	—	—
Kiefer Financial Advising LLC	—	—	—	—
Kitchensink Financial Planning, LLC	—	$1K	—	—
Knight Vision Capital LLC	—	—	—	—
Lawrence Financial Services	—	—	—	—
Legatum Services LLC	—	$0	—	—
Mandarin Advisers	—	—	—	—
Mavs Wealth Management Group, LLC	—	$0	—	—
Maway LLC	—	$290K	—	—
Michael Bush Financial Services	—	$0	—	—
Michael G. Miller & Associates, L.L.C.	—	—	—	—
Moorgate Capital Management	—	$0	—	—
National Retirement Plan Services, Inc.	—	—	—	—
NuOrion Advisors, LLC	—	—	—	—
O'Brien Strategic Wealth	—	—	—	—
O'Ferrall Advisory Services	—	$10	—	—
Off the Bay Wealth LLC	—	—	—	—
Olea Advisory Services	—	$0	—	—
Omnicap Wealth Partners LLC	—	—	—	—
Orange Street Fund Advisors LLC	—	$0	—	—
Osprey Money Management, LLC	—	—	—	—
OwenWise Financial LLC	—	—	—	—
Paraclete Life Planning L.L.C.	—	—	—	—
Patina Financial Partners, LLC	—	—	—	—
Pine Cone, LLC	—	$0	—	—
Primefid Advisors LLC	—	$0	—	—
Primus Trust	—	—	—	—
Professional Financial Services, Inc.	—	—	—	—
RC Private Wealth, LLC	—	$1.2M	—	—
Reik Wealth Management, Inc.	—	—	—	—
Retirevest Financial, LLC	—	$0	—	—
Risen Phoenix Capital Advisers, LLC	—	$0	—	—
Rosenberg Wealth Management LLC	—	—	—	—
Roshan Private Wealth Management, LLC	—	—	—	—
Safety of Principle Wealth Management, LLC	—	$0	—	—
SA Investment Advisory	—	—	—	—
Sardona Global Advisors LLC	—	—	—	—
Selected Objectives LLC	—	—	—	—
ServePoint Capital LLC	—	—	—	—
Shepherds of Capital	—	$0	—	—
SHK Capital Management, Inc.	—	$0	—	—
Sick Advisory Services	—	—	—	—
Silverman, Andrew	—	—	—	—
Skela Financial	—	—	—	—
Slight Edge Wealth Strategies, LLC	—	$0	—	—
SN Private Wealth Group, LLC	—	—	—	—
Solomon Capital Partners LLC	—	—	—	—
Sovereign Wealth Office LLC	—	—	—	—
Spalding, Steven	—	—	—	—
Stanford Wealth Planning LLC	—	—	—	—
Star Harbor Investments Inc	—	—	—	—
Stone Oak Capital	—	—	—	—
Stronghold	—	—	—	—
Suntax Advisors LLC	—	—	—	—
Synthesis Capital Group	—	$7.1M	47	—
Tactical Financial Planning Inc	—	$160K	—	—
Tampa Bay Capital Management LLC	—	$0	—	—
Tapa Private Wealth Inc.	—	$0	—	—
The Family Offices Global Ventures Inc.	—	—	—	—
Tolida Enterprises, LLC	—	$0	—	—
Toring Financial Advisors, Inc.	—	$0	—	—
Trimon Capital	—	$960K	—	—
Turning Point Financial Advisory	—	—	—	—
Union Grove Capital, LLC	—	—	—	—
Valle Financial Group	—	—	—	—
Verona Advisers	—	$0	—	—
Vidal Wealth Management	—	$0	—	—
Vigo Capital LLC	—	—	—	—
Waters, James J.	—	$0	—	—
WealthAdvisor365	—	$1M	—	—
Wealth Group, Inc.	—	—	—	—
Westbrook Investment Advisory, LLC	—	$0	—	—
Westerfield Investment Management	—	—	—	—
Wyand Wealth LLC	—	$0	—	—
Your Best Move Inc	—	$0	—	—
Zachary Financial Consultants LLC	—	—	—	—
Critical Mass Financial, LLC	Very Low $170K	$170K	1	0%
Elderkin Wealth Management LLC	High $1.2M	$1.2M	1	100%
GAP Financial Counseling Corp.	—	—	1	0%
GBS Group	Typical $460K	$460K	1	0%
Grayton Beach Capital, LLC	Very Low $28K	$28K	1	0%
Hive Wealth Management LLC	Low $280K	$280K	1	100%
Prosperity Financial Planning LLC	Very Low $0	$0	1	100%
Sensible Wealth Management, Inc.	Very Low $54K	$54K	1	0%
Vaquita Sun, Inc.	Very Low $94K	$94K	1	0%
W Bradley Wealth Management LLC	Very High $2.9M	$2.9M	1	0%
Albatroz Capital	Very Low $200K	$390K	2	0%
American Dream	Very Low $3.4K	$6.7K	2	0%
Bates Real Estate and Financial Advisory Services	Typical $490K	$970K	2	0%
Bert Reames Investment Advisors, Inc.	—	—	2	0%
Bitcoin Standard	Very Low $14K	$28K	2	0%
Bush Capital Management, LLC	Low $210K	$410K	2	0%
Chinea Wealth Management LLC	Low $270K	$530K	2	0%
Elementum Capital	Very Low $0	$0	2	0%
Figa Capital Management LLC.	Very High $16M	$33M	2	50%
Guardant Wealth Advisors LLC	Very Low $9K	$18K	2	0%
Guardian Advisors, LLC	Very High $1.4M	$2.9M	2	50%
Haddock Capital LLC	Very Low $49K	$99K	2	50%
Libra Investment Advisors Inc	Typical $580K	$1.2M	2	100%
LifeCare Funding Solutions, LLC	—	—	2	0%
Oceanus Capital Management	Very High $2.8M	$5.5M	2	100%
Prometheus Capital Management LLC	Very High $1.6M	$3.1M	2	50%
Seth Heine LLC	Very Low $180K	$350K	2	0%
Shonan Gold Financial LLC	Very Low $6K	$12K	2	0%
Venture Wealth Solutions LLC	Very Low $56K	$110K	2	50%
Blue Compass Wealth Management, LLC	Very Low $82K	$250K	3	0%
Motus Partners LLC	High $1.2M	$3.6M	3	100%
Mozella Asset Management	Very Low $100K	$310K	3	0%
Palm View Investments	Typical $690K	$2.1M	3	0%
Profitable Financial Strategies	—	—	3	0%
R.E. Snow Private Wealth Management Group, LLC	—	—	3	0%
SC Capital Management LLC	High $1M	$3M	3	100%
Stronghold Investment Management	Low $240K	$710K	3	0%
Structured Portfolio Solutions, LLC	High $750K	$2.3M	3	67%
Sun Creek Holdings LLC	Very High $9.1M	$27M	3	100%
Time Advisors USA, LLC	Very High $2M	$6M	3	67%
WaterShip Private Capital Management, LLC	Typical $470K	$1.4M	3	0%
WCA Advisors, LLC	Very Low $59K	$180K	3	100%
Archedia Capital LLC	Low $240K	$960K	4	25%
Bmr Global Wealth Management Group, Inc.	Low $260K	$1.1M	4	0%
Brickstone Advisors	Typical $530K	$2.1M	4	25%
Business Wise Insurance, PLLC	Low $230K	$930K	4	0%
Earner Wealth LLC	Very High $4.1M	$16M	4	50%
Filon Capital	Typical $500K	$2M	4	75%
Flood Tide Financial LLC	High $1.2M	$4.8M	4	50%
KFI Advisors	Typical $550K	$2.2M	4	100%
LeBrigh Life Planners	Very High $1.5M	$6M	4	0%
Legacy Wealth Management, Inc.	Very High $1.5M	$6M	4	0%
Litovsky Asset Management	Very High $2.2M	$8.6M	4	100%
Magna Vis Capital	Very Low $16K	$64K	4	0%
Monterra Advisors, LLC	High $930K	$3.7M	4	75%
Saber Asset Management	Low $220K	$870K	4	75%
Smartvalue Investment Management, LLC	Typical $470K	$1.9M	4	0%
Stewart Wealth Management, LLC	Very Low $86K	$340K	4	0%
Tactical Investments	High $1.3M	$5M	4	100%
Vero Strategic Yield, LLC	Very Low $0	$0	4	0%
Acosta Capital Advisors	Very Low $150K	$750K	5	0%
Bedinghaus Financial Group, Inc	Typical $450K	$2.3M	5	40%
Beofor Capital LLC	Very High $1.6M	$8.1M	5	100%
Black Raven Investments, LLC	High $840K	$4.2M	5	0%
Broaden Wealth LLC	High $1.2M	$6M	5	60%
C. O. Overbey, Jr LLC	Very High $1.9M	$9.3M	5	0%
CPA Synced Financial	Typical $700K	$3.5M	5	60%
DeHoff Wealth Advisory LLC	Low $300K	$1.5M	5	0%
Diversified Capital Corp.	Very High $3.9M	$19M	5	60%
EBANKS Financial Solutions, LLC	Very Low $26K	$130K	5	0%
Elm Tree Capital Management LLC	High $800K	$4M	5	100%
Grand Life Financial LLC	Very High $1.7M	$8.6M	5	100%
Gray Colt Financial Planning LLC	Very Low $140K	$700K	5	0%
Gray Lion Capital	Very High $1.4M	$7M	5	100%
Johnson Wealth Management, LLC	Low $320K	$1.6M	5	0%
JP Law and Wealth Advisors PLLC	Very Low $40K	$200K	5	0%
LE Capital Management LLC	Very High $3M	$15M	5	100%
McLean Capital Management	Typical $560K	$2.8M	5	40%
M. D. Falk & Company, Inc.	High $910K	$4.5M	5	100%
Navigar Advisors, Inc.	Typical $640K	$3.2M	5	40%
Norton Financial Consultants	—	—	5	0%
Orcus Investment Advisors, LLC	High $1.2M	$5.8M	5	0%
Plan Ahead Advisors	Very High $1.4M	$7.1M	5	60%
Ransome Asset Management	Very Low $160K	$810K	5	100%
Robertson Advisory, Inc.	Very Low $0	$0	5	0%
Stewardship Matters	—	—	5	0%
Tailwind Financial Planning LLC	High $790K	$4M	5	80%
TEP Financial Solutions LLC	Very Low $100K	$510K	5	0%
Thistle Wealth Management, LLC	Very High $1.9M	$9.6M	5	0%
AdvisorPlanner, LLC	Typical $670K	$4M	6	0%
AURE Investments	Very Low $170K	$1M	6	100%
Bayview Financial Planning	Typical $530K	$3.2M	6	33%
Cereli Inc.	Low $330K	$2M	6	0%
ECT Advisory, LLC	Very High $1.3M	$7.9M	6	100%
FIA Services, Inc.	Low $210K	$1.3M	6	33%
Financial Planning by Design	Very Low $87K	$520K	6	0%
Fleschner Investments	High $820K	$4.9M	6	0%
Fresh Lake Wealth Management LLC	Very Low $140K	$860K	6	0%
Houndstooth Investment Management	Very Low $48K	$290K	6	0%
Oberdorfer Financial	High $790K	$4.7M	6	17%
Ossia IM	Very High $16M	$99M	6	100%
Relentless Returns	Very Low $3.3K	$20K	6	0%
Waldo Investment Advisors, LLC	Very High $2.8M	$17M	6	100%
Zeniki Wealth	Very High $3.5M	$21M	6	50%
Zenith Wealth Management	Very Low $58K	$350K	6	0%
Zonka & Associates, Inc.	Very High $4.3M	$26M	6	100%
Advanced Math Investing Inc	Very Low $82K	$570K	7	0%
ALES29 Advisors, Inc	Very High $5.7M	$40M	7	86%
Alitus Financial Services	Typical $690K	$4.8M	7	14%
AP Financial Contingency Group Inc	Low $390K	$2.7M	7	71%
Azure Financial Advisors LLC	Very High $2.7M	$19M	7	100%
Cadalyst, LLC	Low $390K	$2.7M	7	0%
Certified Planning Services, LLC	Very High $2.3M	$16M	7	100%
Conservation Capital, LLC	High $1.2M	$8.6M	7	29%
Crocker Capital, LLC	Low $310K	$2.1M	7	0%
GWBLAKE & Company	Low $220K	$1.6M	7	0%
Modified Investments	Very High $1.4M	$10M	7	86%
Reif Portfolio Management	Very High $1.8M	$12M	7	29%
Seven Pines Capital, LLC	Low $210K	$1.5M	7	0%
Thureos Asset Management LLC	Very High $1.3M	$9M	7	71%
Varney Wealth Management	Very Low $0	$0	7	0%
W. V. Legg Financial Management LLC	Very High $1.3M	$9.1M	7	86%
Zou Capital Management LLC	Very Low $47K	$330K	7	0%
Benson Avenue Capital, LLC	Very High $4.7M	$38M	8	63%
Client First Financial Advisors, LLC	High $790K	$6.3M	8	0%
Epic Investment Management	Very High $5.5M	$44M	8	100%
Financial Journey LLC	Typical $560K	$4.5M	8	0%
Financial Wellness Solutions, LLC	Low $360K	$2.9M	8	0%
Florida Financial Planning LLC	—	—	8	0%
Gemstone Wealth Management	Very High $1.4M	$11M	8	100%
Gillespie Wealth Management Inc	Very High $5.6M	$45M	8	100%
Hivest Financial LLC	High $950K	$7.6M	8	38%
Kapok Capital LLC	Very High $3.8M	$30M	8	75%
Kasmat Risk Management, LLC.	Low $320K	$2.5M	8	0%
N.A. Silva & Company, Inc.	Low $240K	$1.9M	8	38%
Quality Financial Planning LLC	Very Low $190K	$1.6M	8	0%
Reserve Fund Advisers	Very Low $130K	$1M	8	0%
Savvy Wealth Management LLC	Very Low $0	$0	8	100%
Strategic Probability Partners, LLC	Very High $17M	$140M	8	75%
Valoria Wealth Management LLC	Typical $600K	$4.8M	8	25%
VL Capital Management LLC	High $1.3M	$10M	8	63%
Aber Investments	Very High $3.5M	$31M	9	100%
Alpha Prime Capital, LLC	Typical $580K	$5.2M	9	100%
Baffin Advisors LLC	Very High $12M	$100M	9	100%
Carter Ridge Strategic Advisors	Typical $610K	$5.5M	9	22%
Eppes Wealth Management	Very Low $190K	$1.7M	9	0%
Freedom Capital Management	Very High $1.5M	$13M	9	89%
Future Path Financial Planning	Low $220K	$2M	9	0%
International Investments & Consulting LLC	Low $310K	$2.8M	9	0%
LK Financial Planning LLC	Very High $9.7M	$87M	9	100%
Made Financial Design	Low $350K	$3.2M	9	44%
Murray Ruffell	Very High $1.6M	$14M	9	0%
Nested Financial & Tax Planning	Typical $490K	$4.4M	9	33%
Parker Financial Planning, LLC.	Very High $1.3M	$12M	9	0%
Pinder Financial, LLC	Very Low $78K	$700K	9	11%
Russell Advisory Group, Inc	Low $230K	$2.1M	9	0%
Shidoosh Wealth Management LLC	Very High $1.4M	$12M	9	22%
Silver King Asset Management, LLC	High $1M	$9.2M	9	56%
Silver Thread Investments	Low $290K	$2.6M	9	0%
Stephen R Williams Investment Advisor LLC	High $1M	$9M	9	0%
Sunshine Kapital	Low $240K	$2.2M	9	44%
Total Financial Planning, LLC	Low $280K	$2.5M	9	0%
Trammell Wealth	Very Low $53K	$480K	9	0%
Amplify My Wealth	—	—	10	0%
Arkhe Wealth Management	Very Low $41K	$410K	10	0%
Blue Infinitas Capital, LLC	Very High $1.6M	$16M	10	60%
Capital Management Investor Services, Inc.	High $890K	$8.9M	10	70%
Gulfcrest Capital	Low $220K	$2.2M	10	100%
House Capital Advisors, LLC	Very High $1.5M	$15M	10	0%
IQ Retirement Portfolios LLC	Typical $580K	$5.8M	10	0%
Kaul Financial Solutions	Very Low $0	$0	10	0%
Kehoe Investment Services, Inc	High $970K	$9.7M	10	70%
Melchior Investments LLC	Very High $1.4M	$14M	10	100%
NONE	Low $390K	$3.9M	10	0%
Paradox Financial LLC	—	—	10	0%
Pashman Financial LLC	Very Low $70K	$700K	10	0%
Polymath Financial, LLC	Low $310K	$3.1M	10	0%
Portfoliolab	Very Low $0	$0	10	0%
Reef Advisors LLC	Very High $3.7M	$37M	10	100%
S12 Group LLC	Low $320K	$3.2M	10	100%
TCP Investments LLC	Very Low $180K	$1.8M	10	0%
The Financial Preserve at Lonier Financial Advisory LLC	Very High $3.3M	$33M	10	100%
Advanced Financial Analysis, LLC	Typical $480K	$5.3M	11	0%
Belvedere Wealth Advisors LLC	Typical $410K	$4.5M	11	0%
Bishop Capital Advisors LLC	Very High $3M	$33M	11	100%
Capital Management Group	Very Low $180K	$2M	11	100%
Capital Wise Advisory	Low $360K	$4M	11	9%
Cumulare Asset Management, LLC	Typical $660K	$7.2M	11	73%
Dias Wealth, LLC	High $760K	$8.4M	11	45%
Edward R.. Wildman, CPA, LLC	Very High $2.3M	$26M	11	64%
FamilyRoot Wealth Advisors, LLC	Typical $470K	$5.2M	11	36%
Greenfield Financial Services, LLC	Low $230K	$2.5M	11	18%
Independent Wealth, LLC	—	—	11	0%
Insight Family Financial	Very Low $100K	$1.1M	11	0%
Investably LLC	Low $230K	$2.5M	11	0%
Krishna Portfolio Management	Very Low $180K	$2M	11	0%
My Investment Path	Low $230K	$2.5M	11	18%
Namm Financial LLC	Low $220K	$2.5M	11	0%
Noble Financial Advisors LLC	Low $360K	$4M	11	0%
Roschman Capital Advisors, LLC	Very Low $9.6K	$110K	11	100%
Transparenza Advisors LLC	Very High $2.1M	$23M	11	64%
Wealth Management Services Inc.	Low $390K	$4.2M	11	9%
Wintrice Money Advisors, LLC	Low $240K	$2.6M	11	9%
Aurelia Capital Advisors, Inc.	Very Low $120K	$1.4M	12	0%
Broadreach Capital, LLC	Typical $420K	$5M	12	25%
Dougherty Financial Planning, LLC	Very Low $200K	$2.4M	12	0%
Fallenbaum CPA & Advisors, LLC	Typical $630K	$7.6M	12	8%
Harbor Wealth Management	Low $350K	$4.2M	12	17%
Hayden Lipp Registered Investment Advisor	High $1.3M	$15M	12	0%
Kalorama Wealth Strategies, LLC	Very High $2.5M	$30M	12	100%
Kuyrkendall Capital	Low $380K	$4.5M	12	17%
Lyons Den Capital	Low $350K	$4.2M	12	17%
MRB Capital	Low $250K	$3M	12	0%
Prescott, Adams and Group Inc.	—	—	12	0%
Preservation Financial Management	Very High $2.4M	$28M	12	100%
Sunrise Wealth Management, LLC	High $800K	$9.6M	12	67%
Thomas R. Noonan, Inc.	Very High $1.8M	$22M	12	100%
Timothy C. Minneci	Very Low $0	$0	12	100%
Tip Top Financial Advisors	Very Low $44K	$530K	12	0%
TSL Investment Management, LLC	High $860K	$10M	12	50%
William D Hughes	Low $350K	$4.1M	12	0%
Beckham Financial, LLC	Typical $530K	$6.9M	13	0%
Daceyholden Management, LLC	Low $320K	$4.2M	13	15%
David Lurch LLC	Very High $1.3M	$17M	13	100%
Digiovanni Financial Group, LLC	High $950K	$12M	13	8%
Dorgeolis Capital LLC	Very Low $190K	$2.5M	13	100%
Futura Asset Advisors LLC	Very High $5.1M	$66M	13	85%
GGCFO Advisors	Very High $7.7M	$100M	13	0%
MTH Trading & Capital Management, LLC	High $720K	$9.3M	13	100%
Sealex Advisory, LLC	Typical $450K	$5.8M	13	0%
Steve Bass & Associates, Inc.	Typical $420K	$5.4M	13	0%
Stonehaven Private Wealth Management LLC	High $1M	$14M	13	54%
The Tiny House Adviser	Typical $560K	$7.3M	13	8%
Waterside Investment Advisers LLC	Low $290K	$3.8M	13	0%
Wheeler & Mote, LLC	Very Low $53K	$690K	13	0%
710 Consulting Group, LLC	Typical $580K	$8.1M	14	36%
Brickell Investments, LLC	Low $360K	$5M	14	64%
B.Side Investments LLC	Typical $520K	$7.2M	14	100%
Elevation Haven Financial	High $1.1M	$15M	14	50%
Greyfield Capital Management LLC	Very High $1.6M	$22M	14	36%
Kailix Advisors LLC	Very High $8.5M	$120M	14	100%
Northstar Strategic Investments Inc	Very Low $140K	$2M	14	14%
Obsidian Wisdom	Very Low $11K	$150K	14	0%
Orr Financial, LLC	Low $370K	$5.2M	14	0%
RMP Financial, Inc.	Very High $1.7M	$24M	14	50%
SD Perron & Co. Investment Services	Very Low $130K	$1.8M	14	0%
Section Integrity Wealth Management	Low $300K	$4.1M	14	0%
The Money Guys	High $1.2M	$17M	14	50%
Anchor Financial Services, CPA, PA	High $860K	$13M	15	33%
Defender Asset Management LLC	Very High $2.4M	$36M	15	27%
Family and Money Matters	Very High $1.4M	$22M	15	40%
Felsing Financial	Very Low $0	$0	15	20%
Financial Planning Office of Stephen Overstreet, P.A.	Very High $2.6M	$39M	15	0%
Financial Prescriptions, LLC	High $850K	$13M	15	47%
Hammer And Company LLC	Very High $5.2M	$77M	15	80%
Ideas in Finance	High $730K	$11M	15	100%
Integra Private Wealth Management, LLC	Very High $4.4M	$66M	15	100%
Jeffrey R.. Jacobs, CPA	Very Low $140K	$2.1M	15	0%
Keener Investments	Very High $4.9M	$73M	15	80%
Lipton Capital Management	Typical $470K	$7M	15	0%
WealthEra Financial Planning	Typical $450K	$6.7M	15	13%
Aspen Wealth Management, LLC	Very High $2M	$32M	16	56%
Cypress Stone Capital LLC	Typical $550K	$8.8M	16	38%
EIN SOF Advisors, LLC	Very High $1.6M	$25M	16	44%
Emerson Partners	Very High $3.8M	$61M	16	63%
Financial Analytics, LLC	Typical $480K	$7.7M	16	0%
Gen2 Advisors, LLC	Very High $3.2M	$51M	16	100%
Healthy Wealth	Typical $520K	$8.3M	16	50%
Integra Wealth	Very High $1.5M	$24M	16	63%
Patuxent Financial Planning, LLC	Very High $2.2M	$35M	16	88%
Prosperity Path Advisers, LLC	Low $350K	$5.7M	16	50%
Sancus Wealth Management LLC	Very Low $180K	$3M	16	25%
Stein Financial LLC	High $1.1M	$18M	16	63%
Wealth Planning Advisors LLC	Low $260K	$4.1M	16	0%
Wolfson Private Wealth, LLC	Very Low $170K	$2.7M	16	13%
38x Holdings Inc	Very Low $190K	$3.2M	17	100%
Dumont Wealth	High $760K	$13M	17	41%
Fee-Only Financial Advisors, LLC	High $1M	$17M	17	53%
Frank Capital Partners LLC	Typical $520K	$8.8M	17	82%
Great Ocean Road Financial	Low $400K	$6.8M	17	0%
KARP & ASSOCIATES	Typical $420K	$7.1M	17	0%
Life After Grief Financial Planning	Very High $2.5M	$42M	17	88%
SAB Group Financial, P.A.	Very Low $130K	$2.2M	17	0%
Shareks Stock Portfolios	High $790K	$13M	17	0%
1st Financial LLC	Low $280K	$5M	18	0%
Be More Advisors, LLC	Very Low $0	$0	18	100%
Carriage House Planning LLC	High $1.2M	$21M	18	0%
Clearwater Capital Management	Very High $7.7M	$140M	18	100%
Davenport PBH LLC	Typical $500K	$9M	18	83%
DLC Wealth Management	Very Low $150K	$2.7M	18	0%
Eightone Capital LLC	Very Low $180K	$3.3M	18	0%
Griffis Asset Management Company, LLC	Very Low $91K	$1.6M	18	0%
Grow Planning, LLC	Very Low $92K	$1.7M	18	0%
Icebridge Financial Group	Very High $3.9M	$70M	18	100%
Larry Allan Financial Planning Services LLC	High $1.2M	$21M	18	0%

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