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

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Toams Financial	Very Low $180K	$110M	620	5%
Manna Wealth Management	Low $230K	$140M	614	5%
Retire Ready Wealth Management	Very Low $190K	$100M	535	2%
Applied Capital Management, LLC	—	—	500	0%
Williams Wealth Management Group, Inc.	Low $340K	$160M	473	13%
Skloff Financial Group	Low $260K	$110M	444	6%
Schulmerich & Associates Asset Management, LLC	Low $330K	$130M	392	37%
Worldwide Capital Advisors, LLC	Low $220K	$84M	380	8%
Investment Capital Advisors	Low $290K	$110M	373	22%
Todd Wealth Management LLC	Typical $440K	$160M	362	11%
OmniTrust Wealth Management, Inc.	Low $310K	$110M	348	6%
Koehler Financial Services, Inc.	Very Low $110K	$36M	329	0%
Ballard Wealth Management LLC	Low $300K	$94M	315	4%
Equinox Financial Advisors, Inc.	Low $340K	$100M	310	12%
Shankland Financial Advisors, LLC	Low $290K	$88M	308	12%
Commoncents Wealth Advisors, LLC	Very Low $79K	$24M	299	0%
Montello Wealth Management, Inc.	Low $330K	$97M	295	0%
The Capital Group	Very Low $200K	$57M	282	2%
Coral Wealth Management, LLC	Typical $410K	$110M	277	13%
Kiaros Advisors, LLC	Very Low $100K	$27M	273	0%
Plan2Retire	Low $300K	$82M	271	9%
DPCM	Low $290K	$77M	270	19%
Client Focused Financial	Low $260K	$69M	262	5%
Jurick Financial Services	Very Low $200K	$52M	258	3%
Nautilus Financial Group, Inc.	Low $260K	$66M	256	5%
PathFinder Financial Services	Low $390K	$97M	252	10%
Setchfield Asset Management	High $770K	$190M	250	20%
Atlantic Coast Financial	Low $240K	$60M	248	13%
Cortez Wealth Advisors LLC	—	—	248	0%
Berger Wealth Management, LLC	Low $230K	$55M	236	0%
Financial Freedom Capital Management	Low $220K	$52M	234	9%
The Retirement Planners, USA, LLC	Low $260K	$60M	234	3%
Global Planning Stewards LLC	Low $320K	$75M	232	3%
Arnold Insurance & Financial Services, LLC	Low $230K	$53M	230	4%
Coastal Wealth Advisory Services, LLC	Very Low $88K	$20M	230	3%
Eisenhiler Capital LLC	Very Low $190K	$43M	230	27%
D & P Investment Advisors, Ltd.	High $830K	$190M	228	25%
KALTBAUM Capital Management	Typical $490K	$110M	227	48%
Barber & Associates	Low $220K	$50M	226	0%
AMES Financial Solutions, LLC	Very Low $30K	$6.5M	217	0%
SKA Financial Services, Inc.	Typical $670K	$150M	217	19%
Advise Financial	Very Low $180K	$39M	216	4%
Winning Points Advisors, L.L.C.	High $720K	$150M	208	12%
Platinum Planning, Inc.	Very Low $160K	$33M	205	4%
SunRift Capital Partners LLC	Very Low $200K	$40M	205	3%
Creative Funding Corporation	Very Low $160K	$32M	203	3%
Perpetual Financial	—	—	201	0%
Retirement Planning Specialists - Midwest, LLC	—	—	200	0%
Huffman Wealth Management	Typical $430K	$86M	199	11%
Marathon Strategic Advisors, LLC	High $880K	$170M	195	38%
Dunamis Capital Consulting, LLC	Very Low $100K	$19M	192	3%
Gygi Capital Management	Very Low $120K	$24M	192	1%
Capital Wealth Advisors, Ltd.	Typical $680K	$130M	185	21%
Newman's Financial Planning	Typical $520K	$94M	182	13%
Stonefield Investment Advisory, Inc.	Typical $600K	$110M	181	16%
Snowbird Financial LLC	Very Low $200K	$35M	179	11%
Financial Solutions Associates	High $880K	$150M	174	37%
22 Seven Wealth Management Inc	Very Low $140K	$24M	173	1%
Blue Water Financial Investor Coaching, LLC	Low $380K	$64M	170	8%
Kingsley Advisors, LLC	Low $250K	$42M	170	2%
Northpoint Financial Planning LLC	Low $290K	$50M	170	38%
Family Partners Capital, LLC	Typical $560K	$90M	160	100%
Intrepid Wealth Partners, LLC	Low $320K	$52M	160	14%
Omega Capital Management, LLC	High $740K	$120M	160	34%
Retirement Income Advisory Group LLC	Low $370K	$57M	156	24%
John T. McCarthy, LLC	Low $390K	$61M	155	24%
Swan Retirement Strategies	Low $290K	$45M	155	17%
Shealy Wealth Advisory LLC	Very Low $110K	$18M	151	0%
U.S. Cherry LLC	Very Low $6.9K	$1.1M	153	1%
The Ducoat Financial Group	Typical $470K	$71M	152	21%
Applied Financial Wisdom	High $860K	$130M	151	1%
Alpha Asset Management	High $870K	$130M	149	26%
Sutton Financial Group	Very Low $180K	$27M	149	7%
On Track Financial LLC	Typical $540K	$78M	145	0%
Burne Financial Concepts, LLC	High $720K	$100M	144	16%
Clear View Wealth Advisors	Very Low $180K	$26M	144	0%
Ronald A. Bartlett & Associates, Ltd.	Very Low $93K	$13M	143	1%
Franklin Legacy Financial, LLC	Very Low $89K	$13M	142	0%
Solebury Asset Management LLC	Typical $520K	$73M	142	9%
Culbreth Wealth Management	Typical $470K	$66M	141	18%
Flynn Financial, LLC	Typical $530K	$74M	141	13%
Amidon & Petersen Financials, LLC	Low $280K	$39M	139	14%
Conkin Financial Group, Inc.	Low $250K	$35M	139	0%
Barrister	Typical $640K	$88M	137	14%
Avanti Wealth Management	Typical $550K	$74M	136	0%
TreMonte Financial Consultants	Typical $470K	$63M	136	15%
Northstar Financial Advisors, Inc.	Very High $1.4M	$200M	135	81%
Private Harbour Investment Management & Counsel LLC.	High $1.2M	$160M	135	36%
RetireSharp Wealth Management, LLC	Very Low $120K	$16M	135	0%
IQ Portfolios	Low $310K	$41M	132	9%
The WealthPlan LLC	Typical $660K	$87M	132	28%
Arthurs Wealth Management	High $740K	$95M	129	13%
Polaris Financial Planning, LLC.	High $1.2M	$150M	129	47%
Zidel Financial Inc.	High $1.2M	$160M	128	34%
Retirement Income Strategies Inc.	Typical $580K	$73M	127	44%
Harding's Wealth Managers, Inc.	Very Low $47K	$5.9M	126	0%
Other Side Asset Management, LLC	Low $260K	$32M	125	8%
Susko Wealth Advisors	Typical $420K	$52M	125	0%
Ridgeview Financial Planning	High $880K	$110M	124	24%
O'Connor Portfolio Management LLC	Typical $410K	$51M	123	42%
1650 Wealth Management, LLC	High $920K	$110M	122	30%
CSLA Financial Inc	Very Low $62K	$7.5M	122	0%
Financial Elements, Inc	Very High $1.6M	$190M	122	48%
Liberty Advisory Group, Inc.	Low $240K	$29M	122	2%
Patterson Investments, Inc.	Typical $680K	$83M	122	0%
Mile High Investments, LLC	High $840K	$100M	121	36%
Ibis Capital Management, LLC	Low $310K	$37M	120	10%
Loftus Wealth Strategies	Typical $480K	$57M	119	0%
Davies Wealth Management LLC	Very Low $160K	$18M	118	17%
Jake Carris Financial Planning	High $940K	$110M	115	34%
Yandell Investments, LLC	High $1.1M	$120M	115	35%
Lasting Legacy Wealth Management, LLC	Typical $530K	$59M	113	13%
Peak Investment Advisors, Inc.	High $900K	$100M	113	24%
Farrar Wealth Management, LLC	Very Low $190K	$21M	112	0%
Korbitz Financial Planning LLC	—	—	110	100%
Principled Advisors, Inc.	Very Low $140K	$15M	110	5%
ECF Wealth, Inc.	Typical $690K	$76M	109	22%
Aventail Wealth Management, LLC	Typical $440K	$48M	108	7%
Kansas City Private Wealth Management, LLC	High $920K	$98M	107	33%
Anthony Investment Management, LLC	Typical $690K	$73M	105	17%
Cambria Wealth Management	High $1.1M	$120M	105	41%
Cool Creek Financial	Low $330K	$34M	105	10%
Endeavor Financial Advisors, LLC	High $750K	$78M	104	37%
F3 Capital	Low $350K	$36M	103	0%
Azzendo Wealth Advisors	Very High $1.7M	$170M	102	49%
Buckley Financial Group	Typical $510K	$52M	102	19%
Bull Run Investment Management LLC	Typical $520K	$52M	101	24%
Elite Financial Group	Low $400K	$40M	101	52%
Royal Palm Investment Advisors, Inc.	Low $390K	$40M	101	10%
Focus Investments, LLC	—	—	100	0%
Hayden Capital	Low $320K	$32M	100	85%
Michael S. Carrier & Associates, Inc.	High $1M	$100M	100	35%
Noble Wealth	Very Low $84K	$8.4M	100	0%
Powell Wealth	Low $370K	$37M	100	25%
Leading Edge Wealth Management, LLC	Typical $440K	$43M	99	21%
LSP Advisory LLC	Low $250K	$25M	99	0%
Starkel Wealth Advisors, LLC	Very Low $140K	$14M	99	5%
Trac Asset Management LLC	High $870K	$86M	99	22%
Burgos & Brein Wealth Management	—	—	98	0%
Twenty Fifty Capital	Typical $480K	$47M	98	13%
D.S. Brown Wealth Advisors, LLC	Typical $710K	$69M	97	24%
Rariden Investment Advisors, LLC	Very Low $150K	$15M	97	9%
BRC Management LLC	High $740K	$71M	96	26%
Moore Financial Planning Advisors, LLC	Very Low $21K	$2M	96	0%
Patriot Wealth Planners LLC	—	—	95	0%
InsuraWealth, LLC	Very Low $180K	$17M	94	0%
Hornsby Asset Management, LLC	Very Low $100K	$9.6M	93	0%
Moore Financial Management, Inc.	Low $300K	$28M	93	14%
Keep It Simple Financial Planning	High $770K	$71M	92	21%
Pushkin Advisory Group, LLC	Typical $520K	$48M	92	27%
S.H. Capital Management Corp.	Typical $600K	$55M	92	15%
Persico Asset Management	High $1.1M	$98M	91	40%
Picket Fence Financial, LLC	Typical $480K	$44M	91	41%
Truevine Family Wealth	High $770K	$69M	90	19%
Strategic Wealth Partners Inc.	Typical $450K	$40M	89	100%
Komich Capital Advisors	Low $250K	$22M	88	11%
Qubera Wealth Management	Typical $600K	$53M	88	38%
Aspetuck Financial Management LLC	Very High $1.8M	$160M	87	38%
Bay Hill Capital Management USA, LLC	High $730K	$63M	87	69%
MDRN Wealth	High $830K	$72M	87	23%
Retirement Money Management	Typical $480K	$42M	87	11%
True Life Wealth Management, LLC	Typical $450K	$39M	87	24%
Alpha Omega Financial	Very High $2.2M	$190M	86	53%
BullRock Capital, LLC	High $990K	$85M	85	29%
Calibration Financial	Very Low $190K	$16M	85	4%
Coastal Way Financial Group, LLC	High $780K	$66M	85	5%
Core Wealth Consultants, LLC	Typical $480K	$40M	85	20%
McCarty Wealth	Typical $650K	$55M	85	14%
Klocke Capital Group, LLC	High $940K	$79M	84	19%
Non-Traditional Wealth Management, LLC	—	—	84	0%
Northeast Capital Management, Inc.	High $1.2M	$100M	84	48%
Pulse Wealth	Typical $600K	$50M	84	17%
Copeland Wealth Management, LLC	Typical $610K	$50M	83	16%
Phibbs Financial	Low $320K	$27M	83	2%
Reale Managed Assets, Inc.	Low $280K	$23M	83	5%
Financial Pathway LLC	Very Low $180K	$15M	82	9%
Pope Wealth Management	High $940K	$77M	81	38%
U.S. Advisors, Inc.	High $860K	$70M	81	33%
Cabildo Capital LLC	High $830K	$66M	80	74%
Couric Financial	Typical $590K	$47M	80	16%
Delphi Wealth Partners	Typical $650K	$51M	79	41%
R. H. Hansford & Company, Inc.	High $830K	$66M	79	23%
Drew Wealth Management	High $1.2M	$90M	78	49%
HighRise Wealth Management	Low $220K	$17M	78	22%
Lynn H. Orr Capital Management Group, Inc.	High $1.2M	$93M	78	29%
Able Wealth Management Solutions LLC	Typical $410K	$32M	77	23%
Financial Planning Professionals, Inc.	Typical $420K	$32M	77	0%
Julien Planning, LLC	Typical $480K	$37M	77	9%
Lulla Wealth Financial	Low $230K	$18M	77	6%
Rutherford Asset Planning, Inc.	Very High $2.4M	$180M	77	53%
Bahr Financial Planning Network, Inc.	High $710K	$54M	76	25%
Longview, Inc.	Low $330K	$25M	76	0%
Southern Magnolia Investment Management LLC	Very Low $200K	$15M	76	1%
The Herzfeld Group	Very Low $180K	$14M	76	0%
AK Investing	Low $270K	$20M	75	0%
Ascent Wealth Management Group, LLC	Typical $470K	$35M	75	100%
Guitian Wealth Management, LLC	Low $260K	$20M	75	25%
Musleh Wealth Management LLC	Typical $540K	$41M	75	23%
Your Financial Advocate, LLC	High $1M	$77M	75	37%
Compass Retirement, LLC	Very High $1.4M	$110M	74	41%
Sapphire Wealth Consulting, Inc.	Typical $650K	$48M	74	32%
Stockade Wealth Management	Low $240K	$18M	74	16%
Studdard Financial, LLC	Low $370K	$28M	74	9%
Cardinal Wealth Management	Typical $430K	$31M	73	26%
Charles Street Asset Management, Inc.	Typical $520K	$38M	73	29%
Charleston Wealth Advisors	High $1.1M	$78M	73	51%
Indian River Financial Group, Inc.	—	—	73	0%
Tao Financial	Very Low $190K	$14M	73	14%
Contrary Investment Advisors	Very High $1.3M	$97M	72	47%
Fintelect AM, LLC	Very Low $100K	$7.4M	72	0%
Johnson Dunn Capital Advisors, Inc.	Very High $1.8M	$130M	72	46%
MULTUS Asset Management	Very Low $130K	$9.2M	72	3%
Valoir Wealth LLC	High $1M	$75M	72	43%
Young Financial Services	Low $300K	$22M	72	6%
Zenith Financial Planning Inc	Typical $590K	$42M	72	38%
Areti Capital Advisors, LLC	High $910K	$64M	71	32%
Haddon Wealth Management, LLC	High $1.1M	$77M	71	20%
HCP Wealth Planning, LLC	—	—	71	0%
MarketStrats, LLC	Typical $660K	$47M	71	42%
Meeks Capital LLC	Low $400K	$29M	71	20%
Murray Street Capital Advisors, LLC	Typical $690K	$49M	71	17%
Nautilus Wealth Advisors	Very High $1.4M	$99M	71	44%
Remote Financial Planner, LLC	High $1.2M	$82M	71	79%
Weyhill Investment Counsel, LLC	Typical $500K	$35M	71	14%
Fivenca Asset Management	Typical $630K	$44M	70	83%
Trendcalc Dynamics	Typical $500K	$35M	70	4%
369 Financial LLC	Very Low $190K	$13M	69	0%
Henley Advisors, LLC	Very Low $94K	$6.5M	69	9%
Ladd Capital Management LLC	Very High $2.5M	$170M	69	55%
St Bernard Asset Management, Inc.	Low $400K	$27M	69	4%
DeafInvest	Very Low $200K	$13M	68	0%
Heartwood Financial Services	High $1.2M	$83M	68	38%
Integrity First Planners, Inc.	High $740K	$50M	59	26%
JLP Investments	Very Low $140K	$9.7M	68	40%
Asset Advisory Group, Inc.	High $1M	$68M	67	18%
Bauer Financial Services, Inc.	Low $320K	$21M	67	0%
Capital Asset Advisory, Inc.	High $910K	$61M	67	16%
Daniels D'Amelio Investment Management Group, LLC	High $760K	$51M	67	49%
Glean Financial, Inc.	Very Low $200K	$13M	67	19%
Rollingwave Capital	Low $310K	$21M	67	40%
SCS Asset Management, Inc.	Typical $450K	$30M	67	12%
The Raffin Group LLC	Low $400K	$27M	67	33%
KJ Capital Management LLC	Very High $1.6M	$110M	66	68%
Advanced Investment Management LLC	High $1.1M	$69M	65	37%
Crespo Capital LLC	Typical $410K	$27M	65	8%
Riverwood Capital Advisors, LLC	Typical $460K	$30M	65	74%
Thames Asset Management, Inc	Typical $620K	$40M	65	11%
CPK Wealth Management LLC	High $1.1M	$69M	64	47%
Durkin Investment Group, LLC.	High $1.1M	$69M	64	25%
Katam Hill LLC	Typical $640K	$41M	64	50%
Sparrow Wealth Management	Very High $2.1M	$140M	64	81%
W.A. Griffin Financial Services Inc.	Low $230K	$15M	64	17%
Ball Investments Corporation	Very Low $63K	$4M	63	0%
Sedg Financial Services Corp.	High $850K	$53M	63	24%
Silver Anchor Financial, LLC	Low $400K	$25M	63	22%
Triumph Private Wealth	Low $360K	$22M	63	27%
Highball Advisors	High $1.2M	$72M	62	0%
Steele Asset Management	High $780K	$48M	62	32%
TAK Advisory	High $1.1M	$66M	62	31%
CB Capital LLC	Very High $2M	$120M	61	70%
Sapphire Citadel Capital	Low $230K	$14M	61	8%
Tegeta Capital, LLC	Very High $1.8M	$110M	61	82%
Atrium Financial Advisors LLC	Very Low $61K	$3.7M	60	18%
Avenues Wealth, LLC	Very High $1.3M	$77M	60	42%
Black Creek Wealth Management, LLC	Typical $560K	$34M	60	28%
Julius Wealth Advisors, LLC	High $840K	$50M	60	37%
Lewis Capital Management	Very High $2.3M	$140M	60	50%
Robin Capital Group LLC	Low $320K	$19M	60	27%
Rushwald, Mark Steven	High $870K	$52M	60	32%
St. Michaels Asset Management	Very Low $63K	$3.8M	60	0%
Trails Edge Wealth Advisers, LLC	Very High $2.6M	$150M	60	48%
Batman Wealth Management, LLC	Low $380K	$22M	59	25%
Dolphin Financial Group	Low $200K	$12M	59	14%
Financial Planning Associates, LLC	High $1.3M	$74M	59	56%
New Millennium Asset Management, Inc.	Typical $560K	$33M	59	32%
Eagle Eye Advisory LLC	High $850K	$98M	116	0%
Luskin Financial Planning	Very Low $0	$0	58	100%
MFA Global Consulting Group LLC	Very Low $8.6K	$500K	58	0%
Monarch Asset Management LLC	Very High $1.3M	$75M	58	17%
Moore Investment Partners, LLC	Very High $1.3M	$75M	58	41%
Registered Investment Advisors, LLC	Typical $680K	$40M	58	81%
Riccio & Associates	Very Low $32K	$1.8M	58	0%
Rnb Wealth Management Group	High $1M	$59M	58	29%
Blue Ocean Wealth Management, LLC	Typical $420K	$24M	57	4%
Adair Financial Private Client Group	Very High $1.4M	$79M	56	43%
Delgado Private Wealth Management LLC	Typical $700K	$39M	56	27%
J.P. Aubry Wealth Advisors, LLC	Very Low $120K	$6.5M	56	0%
Spencer Smith Asset Management, Inc.	High $830K	$46M	56	0%
ADS Wealth Management LLC	Low $280K	$15M	55	0%
AFT Financial Planning	Low $360K	$20M	55	11%
Datapoint Financial Planning, LLC	—	—	55	0%
Planned Financial Security	High $750K	$41M	55	0%
Silva Fiduciary Advisors	Low $300K	$17M	55	0%
Ventoux Financial Advisors, LLC	High $1.2M	$68M	55	55%
Bill Losey Retirement Solutions, LLC	High $730K	$40M	54	20%
Bounds & Company, LLC	Very Low $95K	$5.1M	54	2%
Face 2 Face Financial Planning, LLC	Typical $550K	$30M	54	2%
GVS Financial Group, Inc.	Very High $2.1M	$110M	54	57%
Integritt Wealth Management, LLC	High $1.2M	$67M	54	35%
The Art and Science of Successful Planning	Low $290K	$16M	54	0%
Traver Financial Consulting Network PA	Very High $1.6M	$88M	54	48%
21 St Century Equity Advisors Corporation	High $950K	$50M	53	49%
Long River Investment Management LLC	Very High $1.5M	$81M	53	79%
Mendoza Private Wealth	Very High $1.9M	$100M	53	66%
Methodica Investment Management LLC	Low $210K	$11M	53	9%
Palm Valley Wealth Management LLC	Typical $490K	$26M	53	13%
Abe Capital Management, LLC	Very High $1.6M	$85M	52	69%
Avance Private Wealth LLC	High $1.1M	$58M	52	46%
Financial Optimist LLC	—	—	52	46%
Imagine Financial Security LLC	High $1.1M	$56M	52	52%
Millenia Financial Partners, LLC	Very High $2.4M	$130M	52	63%
Synouvo Wealth Management, LLC	Very Low $34K	$1.8M	52	0%
Arena Wealth Advisors LLC	High $950K	$49M	51	25%
Devotion Capital Management	High $750K	$38M	51	0%
Everglades Resources, Inc.	Typical $500K	$26M	51	33%
Ocean Advisors, LLC	High $1.1M	$55M	51	49%
Poydras Capital Partners	Typical $510K	$26M	51	33%
RWF Wealth Management LLC	Low $350K	$18M	51	12%
Unda Financial and Consulting LLC	Very Low $96K	$4.9M	51	0%
Winged Wealth Management and Financial Planning	High $890K	$45M	51	45%
Blueprint Capital Group LLC	Very Low $120K	$6.1M	50	2%
Gallatin & Company, LLC	Very High $1.9M	$97M	50	52%
Harvey & Companies, Inc.	Very Low $190K	$9.3M	50	20%
JK PWA LLC	Low $260K	$13M	50	18%
Olson Wealth Management, Inc.	High $840K	$42M	50	0%
Pine to Palm Financial, LLC	Very Low $190K	$9.6M	50	0%
SAC Investment Management LLC	Very High $1.3M	$67M	50	50%
Sentinel Advisory Corp	High $1M	$51M	50	30%
Globalinvest Financial Services, Inc.	Typical $450K	$22M	49	41%
Khelp Financial LLC	Very Low $0	$0	49	47%
Moss & Company, P.A.	Very High $1.4M	$68M	49	51%
Mueller Wealth Advisors	High $780K	$38M	49	88%
Patrumin Investors, LLC	Typical $480K	$23M	49	39%
Summit Financial Advisors	—	—	49	0%
Wise Wealth Management	Very Low $130K	$6.4M	49	0%
Woman to Woman Financial	Very Low $140K	$6.6M	49	0%
Burkart Financial Group, Inc.	Very High $1.5M	$72M	48	44%
Emergent Fortuity Financial, LLC	Very Low $65K	$3.1M	48	0%
Ladin Financial Group, Inc.	Low $270K	$13M	48	0%
Mangotree Capital, LLC	High $800K	$38M	48	63%
Olson, Cross & Alamo Advisors LLC	Very High $1.6M	$76M	48	73%
Strategic Asset Planning	Typical $430K	$21M	48	13%
Cedarline Capital	Typical $460K	$22M	47	15%
Eleuthera FP, LLC	Typical $550K	$26M	47	28%
Hygge Advisors, LLC	Typical $500K	$23M	47	9%
Melberth Capital	Low $320K	$15M	47	19%
Patriot Securities LLC	Typical $640K	$30M	47	15%
Reynolds Capital Management, Inc.	High $820K	$38M	47	32%
Ultimate Retirement Products, Inc.	High $1M	$49M	47	64%
West Pine 43 LLC	Typical $480K	$23M	47	68%
Aulestia Wealth Management, Inc.	Very High $2M	$91M	46	59%
Blanken Management Corp	Very Low $66K	$3.1M	46	0%
Cardinal Advisers LLC	Very High $2.6M	$120M	46	30%
Cleartree Asset Management, Inc.	Low $380K	$17M	46	0%
Contemporary Financial Planning	High $1M	$48M	46	41%
Dreyfuss Capital Management LLC	High $990K	$45M	46	24%
Holland Capital Management LLC	Very High $1.4M	$65M	46	63%
Jordan Financial LLC	High $1.2M	$53M	46	26%
Path Financial, LLC	High $760K	$35M	46	26%
Shadow Wealth Management, LLC	Typical $430K	$20M	46	22%
W.H. Financial Services, Inc.	Very Low $0	$0	46	4%
Alliance Advisors Wealth Management LLC	Low $330K	$15M	45	0%
Chilmark Wealth Management LLC	Very High $2M	$89M	45	13%
Disciplined Financial Services, Inc.	Low $240K	$11M	45	0%
Forty Three Eighteen Advisors, LLC	Very High $3.4M	$150M	45	56%
G&F Financial Services	Typical $420K	$19M	45	0%
IQ Trends Private Client Asset Management	Very High $1.4M	$63M	45	36%
Kienzle Wealth Consulting LLC	—	—	45	0%
Personal Financial Experiences, LLC	Very High $1.4M	$63M	45	82%
Plan For Your Goals, LLC	Low $220K	$10M	45	9%
Scenic Wealth Management, LLC	Very High $1.4M	$61M	45	60%
Warwick Shore Advisors, LLC	Very Low $140K	$6.2M	45	11%
Charter Advisory Services, LLC	Low $200K	$9M	44	36%
Dyken Wealth Strategies, Inc.	High $980K	$43M	44	32%
GK Private Wealth Partners LLC	Low $390K	$17M	44	36%
Greenwell Capital Management, LLC	Low $300K	$13M	44	25%
Ironwood Capital Management, LLC	Low $290K	$13M	44	0%
New Era Advisory	Low $400K	$18M	44	9%
RFM Investment Advisor	Low $220K	$9.6M	44	7%
Rocky Mountain Humane Investing LLC	Low $310K	$14M	44	0%
Sullivan Capital Management	Typical $580K	$26M	44	59%
Bloomfield Asset Management, Inc.	Very High $1.6M	$67M	43	40%
Callahan Investment Advisor, LLC	Typical $640K	$28M	43	74%
Create Wealth Financial Planning LLC	Typical $470K	$20M	43	21%
Cypress Praxis, LLC	Very High $2.2M	$94M	43	74%
Formation Wealth Management	High $960K	$41M	43	53%
Goodwin Asset Management Inc.	Typical $530K	$23M	43	100%
JKM Wealth Management Inc	High $900K	$39M	43	0%
LUMA Capital	Very High $2.5M	$110M	43	79%
Mindie Molina Investments, LLC	Very Low $140K	$6M	43	0%
Stadium Financial LLC	Typical $620K	$27M	43	26%
Florida Estate and Retirement Planning Advisors, LLC	—	—	42	0%
Gervais Capital Management, LLC	Very High $3.5M	$150M	42	69%
Highstreet Financial, LLC	Typical $410K	$17M	42	0%
Preservation Capital Group	Very High $1.7M	$70M	42	100%
Rand Group Financial	Very High $1.9M	$80M	42	79%
Structure Wealth Partners LLC	Very High $1.4M	$59M	42	45%
TLP Financial Services, Inc.	High $890K	$37M	42	29%
Wealth with Wisdom Advisors, Inc.	—	—	42	0%
Gulati Asset Management LLC	Typical $530K	$22M	41	17%
Index Portfolio Advisors, LLC	Low $320K	$13M	41	0%
LVS Advisory LLC	Typical $540K	$22M	41	0%
Nextwave Advisors	Low $350K	$15M	41	27%
Northmont Wealth Management LLC	Typical $560K	$23M	41	29%
Omkara Capital LLC	High $980K	$40M	41	37%
Swords Capital Management, LLC	Very High $1.6M	$65M	41	27%
Alexa Wealth Management, LLC	Typical $430K	$17M	40	30%
BlueReef Capital	Very Low $120K	$4.8M	40	5%
Broad Reach Wealth Management, LLC	High $880K	$35M	40	43%
Cpa Investment Solutions, Inc.	High $1.2M	$49M	40	33%
DJP Wealth Management, LLC	Very High $2.3M	$91M	40	63%
Forward Financial Advisors, LLC	Typical $570K	$23M	40	18%
Freedom Financial & Business Planning, LLC	Very Low $0	$0	40	75%
McDavid & Company Wealth Management Services	Typical $660K	$26M	40	23%
Signature Resources LLC	Very High $2.1M	$84M	40	60%
Apis Wealth, LLC	High $1.2M	$48M	39	46%
Capital Asset Management Group, Inc.	Typical $690K	$27M	39	26%
DNA Wealth Management LLC	Typical $560K	$22M	39	33%
Drach Advisors LLC	Typical $520K	$20M	39	28%
Fulcrum Wealth Systems, LLC	Very Low $190K	$7.5M	39	0%
Hudson Capital Management Inc.	Typical $440K	$17M	39	0%
Macedon Financial Management, LLC	Low $200K	$7.9M	39	18%
Mazuelos & Company Wealth Management	High $1M	$39M	39	21%
North Forty Investment Advisors LLC	High $710K	$28M	39	100%
SpringTru, LLC	High $740K	$29M	39	44%
CIC Investment Consultants, LLC	High $890K	$34M	38	29%
Clarity Financial Design	Very High $1.3M	$51M	38	39%
Garrison Asset Management, Inc.	High $750K	$29M	38	34%
Personal Asset Management	High $870K	$33M	38	100%
Twenty-First Century Financial Advisors Inc	Very High $1.8M	$68M	38	13%
Hammond Asset Management LLC	Low $290K	$11M	37	0%
Koi Portfolio Management, LLC	Very High $1.7M	$63M	37	57%
MyFinancialPro, LLC	Very High $1.6M	$58M	37	49%
Oak Brook Advisors, LLC	Typical $460K	$17M	37	16%
San Blas Capital, LLC	Typical $590K	$22M	37	16%
Sapphire Fiduciary Advisors, LLC	Typical $700K	$26M	37	27%
Unlimited Timing Service Inc	Very Low $160K	$5.9M	37	0%
Benzina Wealth, LLC	Typical $550K	$20M	36	44%
Brickell Financial Group LLC	Typical $500K	$18M	36	19%
Clark Financial Planning Services LLC	—	—	36	0%
Empire Financial Group, LLC	Very High $2.3M	$83M	36	44%
Envision Wealth Planners	Very High $1.7M	$61M	36	67%
Campbell Wealth Advisors, LLC	—	—	35	0%
Coleman Advisory, LLC	Typical $680K	$24M	35	0%
Equistar Wealth Management Inc.	Very Low $60K	$2.1M	35	49%
Eubanks Financial	Very Low $110K	$4M	35	0%
Hachiko Financial USA Corp.	Very High $1.8M	$62M	35	100%
Ignite Financial LLC	Typical $650K	$23M	35	29%
Integrity Advisors	Low $340K	$12M	35	71%
Leslie Gale Advisors, LLC	Very High $2M	$72M	35	100%

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