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 %
Legacy Wealth Planning Group	Very High $1.9M	$34M	18	67%
Maslar Financial	Very Low $160K	$2.9M	18	0%
Prism Fund Solutions, Inc.	Low $240K	$4.3M	18	11%
Rosenthal Capital Management, LLC	High $970K	$17M	18	100%
ST GOLIA Planning, LLC	Very Low $0	$0	18	100%
Bionic Capital	Very High $1.9M	$36M	19	37%
CGI Investment Advisers LLC	Low $360K	$6.8M	19	0%
FuturePlan Financial	—	—	19	0%
G4 Financial Planning, LLC	Very Low $79K	$1.5M	19	0%
Honey Badger Advisors LLC	Very Low $200K	$3.8M	19	0%
Investing Forever Advisory	High $1.1M	$21M	19	53%
King Retirement Solutions, LLC	Very Low $100K	$2M	19	0%
Kisco Capital, LLC	Typical $650K	$12M	19	21%
Klimis & Associates Advisory, Inc.	—	—	19	0%
Pistol Hill Capital	Very Low $32K	$600K	19	0%
River Tree Capital Management	Very High $1.4M	$26M	19	53%
Robert Henry Wealth Management, LLC	High $770K	$15M	19	0%
Roscoe Capital Management, LLC	Typical $420K	$8M	19	37%
V Delima Investments Inc	Very High $5.4M	$100M	19	100%
Washington Peak Investment Advisors LLC	High $1.1M	$22M	19	100%
Vail Valley Asset Management, LLC	Very Low $85K	$3.3M	39	0%
Anchor Advisory, LLC	High $730K	$15M	20	65%
Brice Financial Advisors Inc	Very Low $92K	$2.3M	23	20%
Capital Advisory Group	High $920K	$18M	20	35%
Dream Financial Planning	Low $260K	$5.2M	20	0%
Financial One, Inc.	Very High $1.5M	$30M	20	90%
HPA Financial Group, LLC	High $890K	$18M	20	25%
Partners Investment Services, Inc	—	—	20	0%
Private Client Services Group, LLC	Low $370K	$7.4M	20	65%
Riddick & Co Entrepreneurial Finance, LLC	Low $380K	$7.6M	20	0%
SOL Financial	Typical $430K	$8.5M	20	10%
Stars & Stripes Financial Advisors	Very Low $26K	$530K	20	0%
The Financial Pharmacist, Inc.	Very Low $0	$0	20	0%
Antunes International Investment Management	Typical $560K	$12M	21	0%
Asset Wealth Advisors, LLC	High $720K	$15M	21	57%
Caliber Wealth Advisory	High $1.1M	$24M	21	38%
Fiduciary Global Advisors	Very High $2.4M	$51M	21	71%
Fresh Bread Investments, LLC	High $900K	$19M	21	48%
Longman Wealthcare Management, LLC	Very High $2.3M	$48M	21	0%
McCloskey & Associates, P.A.	Low $300K	$6.3M	21	5%
REI Wealth Management	Very High $7M	$150M	21	52%
Samatva Wealth Management LLC	Very Low $39K	$830K	21	0%
The Commonwealth Group LLC	Low $390K	$8.3M	21	0%
The Retirement Readiness Institute	Low $240K	$5.1M	21	0%
Blue River South, LLC	Very High $3.4M	$75M	22	95%
Elbrus Partners, LLC	Typical $510K	$11M	22	27%
Financial Planning & Management, LLC	High $770K	$17M	22	0%
Pelican Financial Planning and Wealth, PLLC	High $1.1M	$25M	22	36%
Spotlight Investment LLC	Low $320K	$7M	22	0%
Sutton Place Capital Management LLC	High $950K	$21M	22	100%
Trust Beyond Corp	Very High $5.9M	$130M	22	68%
Allegiant Financial Advisors, LLC	Typical $410K	$9.4M	23	35%
BlueSail Advisors LLC	High $1.3M	$29M	23	0%
Cavan Capital Management LLC	Very High $1.5M	$33M	23	100%
Envision Asset Management, Inc.	Very High $1.8M	$42M	23	26%
Gateway Capital Management	High $1.2M	$28M	23	22%
Harborview Capital Management LLC	Very High $1.5M	$34M	23	61%
Homestead Financial Partners	High $790K	$18M	23	74%
Integrity Advisors LLC	Low $340K	$7.8M	23	4%
MAC Investment Management	Very High $2.1M	$48M	23	57%
Maredin Wealth Advisors	High $720K	$16M	23	48%
Mead Wealth Management LLC	Typical $680K	$16M	23	13%
Real Life Planning	Typical $410K	$9.4M	23	13%
Robert Bishop Financial Planning & Services	Low $400K	$9.3M	23	13%
The Knowles Company, LLC	Very High $2.1M	$49M	23	74%
WorthyNest LLC	High $780K	$18M	23	39%
Arbordale Wealth Management, LLC	Low $240K	$5.7M	24	38%
Boca Retirement Strategies Inc.	Very Low $120K	$2.9M	24	0%
Featherstone Investment Advisory	Typical $460K	$11M	24	50%
Group U, LLC	Very Low $110K	$2.6M	24	0%
Inspire Capital Management LLC	Low $290K	$6.9M	24	0%
James A. Colley, Inc.	Very High $1.3M	$32M	24	58%
Lange Asset Management, Inc.	Very High $1.4M	$34M	24	33%
Manage Your Financial Life	—	—	24	0%
Victory Wealth Management, LLC	High $1.2M	$28M	24	42%
Bradley Wealth Group, LLC	Low $280K	$7M	25	8%
Christia Li Roberts	Low $230K	$5.7M	25	0%
Curtin Financial Management, Inc.	Very High $3M	$74M	25	80%
Gulf Coast Investment Management	High $910K	$23M	25	0%
JLM Advisors LLC	Very Low $97K	$2.4M	25	0%
LDL Capital Management, LLC	Very High $1.8M	$45M	25	100%
Lime Rock Investment Management Company, Inc.	Low $360K	$8.9M	25	0%
Mainland Financial	Very High $1.7M	$42M	25	52%
New Perspective Wealth Management	Very Low $200K	$5.1M	25	0%
Oceanus Capital Partners, LLC	Very High $2.9M	$73M	25	72%
Sikes Financial Services, LLC	Very Low $180K	$4.5M	25	0%
Supporting Your Choices Inc.	Very High $1.6M	$40M	25	60%
Black Mammoth LLC	Very Low $72K	$1.9M	26	0%
Campos Financial	Very Low $190K	$4.9M	26	0%
Clark Private Wealth, LLC	Low $330K	$8.5M	26	31%
Five Points Investment Advisors, LLC	Very High $1.6M	$41M	26	38%
Hearon Advisory Group, LLC	Typical $410K	$11M	26	0%
Komorebi Global	Very High $1.9M	$50M	26	100%
Merrell Brothers, LLC	Very Low $200K	$5.3M	26	12%
Mouly Financial Management, Inc.	High $980K	$25M	26	31%
NRW Asset Management, Inc.	Very Low $180K	$4.7M	26	0%
RSD Advisors	Very High $3M	$77M	26	58%
Strategic Investments & Insurance	Typical $450K	$12M	26	23%
TCS Financial Services, Inc.	Very High $3.1M	$81M	26	62%
Wiley Capital Partners	High $1.1M	$29M	26	42%
Zelus Wealth Management	Very Low $77K	$2M	26	0%
Broadstreet Financial Advisers LLC	Very High $3.1M	$84M	27	70%
Cornerstone Investment Services	Low $290K	$7.9M	27	0%
Diablo Investment Advisors, LLC	Very High $1.6M	$42M	27	52%
Dushane Management, Inc.	Typical $490K	$13M	27	15%
H. L. Lichstrahl & Company, LLC	Very High $2.9M	$78M	27	52%
Lamonge Capital Management, LLC	Typical $410K	$11M	27	30%
Merion Road Capital Management LLC	High $1.1M	$29M	27	67%
Potomac Investment Company	Very High $2.6M	$70M	27	67%
Semper Wealth Management LLC	Low $400K	$11M	27	41%
TKG Financial LLC	Typical $570K	$16M	27	0%
Westhollow Wealth Management	High $870K	$24M	27	30%
Winston & Company, Inc.	Very High $1.6M	$43M	27	41%
360 Aviation Advisors, LLC	Low $340K	$9.6M	28	46%
Best Financial Life	Very High $1.3M	$36M	28	64%
Blue Line Capital Advisors	Very High $1.6M	$44M	28	61%
BrightPath Financial, Inc.	Very High $1.7M	$48M	28	61%
Fiduciary Consulting Group, Inc.	Very High $3.7M	$100M	28	89%
Great Blue Financial	Typical $690K	$19M	28	21%
Intrust Advisors, Inc.	Low $410K	$11M	28	25%
O'Grady Financial LLC	Low $220K	$6.2M	28	4%
Oncenter Financial Advisors LLC	Very High $1.9M	$55M	28	46%
S.mart Advising Inc	Low $250K	$7M	28	7%
Worthscape, LLC	Very High $3.2M	$88M	28	75%
BFA Wealth Management	Typical $510K	$15M	29	14%
Cedar Valley Capital LLC	High $940K	$27M	29	79%
Cove Capital Management Inc.	High $780K	$23M	29	52%
Future Wealth LLC	Very High $2.6M	$76M	29	79%
Green Musa Capital, LLC	Very Low $25K	$720K	29	0%
Klein Asset Management LLC	Typical $480K	$14M	29	59%
Lefils Wealth Management LLC	Typical $410K	$12M	29	0%
Local Wealth Advisors	Very Low $150K	$4.3M	29	7%
One Day Wealth Management	High $970K	$28M	29	41%
P.F. Roberts & Associates	Very High $2.4M	$70M	29	38%
Razzano Investment Management	Very Low $69K	$2M	29	0%
Stamford Bridge Wealth Management LLC	Typical $670K	$19M	29	45%
ACI Wealth Advisors	Very High $1.4M	$42M	30	50%
Ames Capital Management, Inc.	Low $350K	$11M	30	100%
Banyan Asset Management, Inc.	High $900K	$27M	30	30%
Bright Asset Management	Very High $2.1M	$63M	30	67%
Carrington Financial Planning, LLC	Typical $650K	$20M	30	47%
Cerasus Advisors Inc	Very High $4.2M	$130M	30	37%
EN+ Wealth	Very Low $190K	$5.6M	30	27%
Grove Wealth Management, LLC	Typical $440K	$13M	30	7%
Haysley Financial Services, Inc.	Low $400K	$12M	30	23%
Hebert Investment Advisors, Inc.	High $1.2M	$37M	30	37%
Horizon Wealth Group, LLC	Typical $640K	$19M	30	93%
IRL Financial, LLC	Very High $1.5M	$45M	30	0%
Keel Asset Management, LLC	—	—	30	0%
Personal Wealth Planning, LLC	Typical $470K	$14M	30	23%
TBCPA, Inc.	Typical $590K	$18M	30	53%
Todo Capital, LLC	Very High $4.8M	$140M	30	100%
Wealth Compounders LLC	Low $340K	$10M	30	10%
Wiggin Financial Services	Low $320K	$9.5M	30	23%
Kidd Vision Capital LLC	Typical $670K	$21M	31	42%
Ledgerplus Financial Services LLC	Very Low $140K	$4.3M	31	0%
Lowry Financial Services	High $820K	$25M	31	32%
Marian Financial Services, Inc.	Low $380K	$12M	31	0%
TheMoneyMD.com, LLC	Low $410K	$13M	31	10%
Wealth & Business Planning Group, LLC	Very Low $190K	$6M	31	0%
Your-Financial-Lifeguard	—	—	31	0%
147th Group LLC	High $860K	$28M	32	75%
Borrero Investment Management, LLC	High $1M	$33M	32	38%
Cassandra Smalley Wealth Management	High $1.1M	$37M	32	50%
Cratus Capital, LLC	Typical $470K	$15M	32	0%
Genesis Wealth Planning, LLC	Low $320K	$10M	32	0%
IPLAN	High $960K	$31M	32	44%
Sage Wealth Consulting, LLC	Low $370K	$12M	32	47%
Stonebrook Investment, LLC	High $1.2M	$38M	32	53%
The Jaffee Financial Group, Inc.	Typical $440K	$14M	32	13%
Toro Financial Advisors	Very Low $130K	$4.3M	32	9%
Wakil Wealth Advisory LLC	Very Low $120K	$3.9M	32	0%
Zone Investment Management, LLC	Typical $680K	$22M	32	19%
133 Legacy	Very Low $99K	$3.3M	33	0%
Assurity Wealth Management	Very Low $110K	$3.7M	33	0%
Cruzan & Associates LLC	Typical $640K	$21M	33	12%
Echelon Virtual Family Office, LLC	High $720K	$24M	33	64%
Florio Wealth Management, LLC	Very Low $200K	$6.5M	33	0%
Gioben Capital LLC	Low $200K	$6.7M	33	82%
Graham Wealth Management LLC	Very Low $110K	$3.5M	33	3%
Greenberg Financial Group	Very Low $150K	$5.1M	33	6%
Jackson Financial, Investment & Retirement Services, Inc.	Low $240K	$7.8M	33	0%
Luminary Financial Advisors, LLC	Typical $570K	$19M	33	15%
Sorsby Financial Corp.	Typical $640K	$21M	33	30%
Stonehenge Private Client Group, LLC	High $1M	$34M	33	39%
Wenning Investments, LLC	High $1.2M	$40M	33	24%
Alconbury Trust L.L.C	Very Low $0	$0	34	32%
Altior Capital	Very High $1.3M	$45M	34	35%
Bayshore Financial Solutions, LLC	Low $310K	$10M	34	12%
Global Advisers, LLC	Low $330K	$11M	34	15%
On Target Wealth Partners, LLC	High $820K	$28M	34	50%
Pip Capital & Consulting, LLC	High $850K	$29M	34	26%
P.R. Curtman Investments LLC	Typical $430K	$15M	34	9%
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%
Pearson Asset Management Company	Very Low $160K	$5.7M	35	0%
Pettus & Dawkins Financial Group, LLC	Low $330K	$12M	35	0%
Southshore Financial Planning	Very High $1.5M	$54M	35	46%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
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%
Blue Ocean Wealth Management, LLC	Typical $420K	$24M	57	4%
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%
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%
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%
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%
Highball Advisors	High $1.2M	$72M	62	0%
Steele Asset Management	High $780K	$48M	62	32%
TAK Advisory	High $1.1M	$66M	62	31%
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%
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%
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%
KJ Capital Management LLC	Very High $1.6M	$110M	66	68%
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%
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%
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%
Fivenca Asset Management	Typical $630K	$44M	70	83%
Trendcalc Dynamics	Typical $500K	$35M	70	4%
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%
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%
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%
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%
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%

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