AUM per client for Independent firms serving clients in Georgia

Independent firms active in Georgia 356 firms

Very Low $36K-$160K

Low $160K-$340K

Typical $340K-$650K

High $650K-$1.2M

Very High $1.2M-$2.6M

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

Median: $480K

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Firm	AUM/client	AUM	Clients	HNW client %
Toams Financial	Low $180K	$110M	620	5%
Worldwide Capital Advisors, LLC	Low $220K	$84M	380	8%
The W & W Group LLC	Very Low $83K	$29M	353	3%
Barnard Financial Group, LLC	Low $280K	$94M	333	6%
CFG Wealth Management, LLC	—	—	300	0%
DPCM	Low $290K	$77M	270	19%
Fuerst Financial Group, Inc.	Typical $360K	$93M	259	10%
Investment Answers	Low $200K	$49M	251	9%
Atlas Investment Advisory LLC	Low $340K	$77M	227	22%
J. Franklin Financial LLC	Very Low $140K	$31M	222	3%
SunRift Capital Partners LLC	Low $200K	$40M	205	3%
Integra Wealth	Typical $520K	$96M	183	16%
Fitbux RIA LLC	Very Low $28K	$5.1M	180	0%
MACC IV Group	Low $190K	$33M	170	12%
Neale Financial, LLC	Low $280K	$46M	165	4%
Omega Advisory LLC	Typical $540K	$84M	154	9%
Shealy Wealth Advisory LLC	Very Low $110K	$18M	151	0%
Sutton Financial Group	Low $180K	$27M	149	7%
Ronald A. Bartlett & Associates, Ltd.	Very Low $93K	$13M	143	1%
Culbreth Wealth Management	Typical $470K	$66M	141	18%
Nine30 Advisors LLC	Very Low $4.7K	$650K	140	0%
Mann Financial Consulting Services	Very Low $8.6K	$1.1M	132	0%
Capital Benchmark Partners, LLC	Typical $400K	$52M	130	14%
Lattice Wealth Advisors	Typical $370K	$48M	130	8%
Perfetta Capital, LLC	Low $280K	$36M	129	9%
Payne Financial Management, L.L.C.	Low $310K	$40M	127	0%
Rich Dewitt Wealth Management LLC	Typical $390K	$48M	123	14%
The Advisory Firm	High $970K	$110M	118	29%
Premier Financial Advisory Services, LLC	Low $320K	$37M	117	13%
Hurst Wealth Advisors, PC	Low $340K	$39M	116	6%
Associated Financial Partners, Inc.	Low $320K	$37M	113	4%
Peak Investment Advisors, Inc.	High $900K	$100M	113	24%
Fluid Financial Planning, LLC	Low $180K	$20M	109	6%
Blueprint Wealth Management	Very High $1.3M	$140M	106	11%
Brown Wealth Management, LLC	High $940K	$98M	105	30%
Legacy Partner Group	High $820K	$85M	104	9%
Focus Investments, LLC	—	—	100	0%
Grove Investments, Inc.	—	—	100	0%
Harper Financial Group	—	—	100	0%
Larkins & Associates Financial Services, LLC	—	—	100	0%
Michael S. Carrier & Associates, Inc.	High $1M	$100M	100	35%
TROIKA CAPITAL ADVISORS, LLC	Typical $560K	$56M	100	20%
LSP Advisory LLC	Low $250K	$25M	99	0%
One Source Advisory Services, LLC	Very Low $160K	$16M	98	10%
Claris Financial Advisors, Inc.	Low $280K	$28M	97	14%
D.S. Brown Wealth Advisors, LLC	High $710K	$69M	97	24%
FBS Securities	Typical $430K	$42M	97	19%
Two Twelve Planning, Inc.	Low $220K	$22M	97	4%
Lanier Asset Management, LLC	Very High $1.3M	$120M	96	53%
Corwin Company LLC	High $1.1M	$100M	95	40%
Hornsby Asset Management, LLC	Very Low $100K	$9.6M	93	0%
J.A. Lawrence Wealth Management	Low $220K	$21M	92	7%
Vickery Creek Capital Management	High $1M	$95M	92	34%
GAMSG Financial Advisors LLC	Very Low $130K	$11M	90	14%
Bay Hill Capital Management USA, LLC	High $730K	$63M	87	69%
Kam-South, LLC	High $760K	$66M	87	9%
Blueprint Financial Strategies, LLC	Low $260K	$22M	86	7%
Lighthouse Investment Advisors, Inc.	Low $280K	$24M	86	1%
RChristianFinancial Consultants, LLC "The Clients Fiduciary"	Very Low $110K	$9.4M	86	0%
Pulse Wealth	Typical $600K	$50M	84	17%
Evans Wealth Management	Very High $1.2M	$100M	83	57%
Confidant Financial Solutions, LLC	Typical $520K	$42M	81	40%
P. G. Earl Investment Advisers, L.L.C.	Very Low $10K	$800K	80	0%
Safe Harbor Financial Planning & Investment Advisory, LLC	Typical $610K	$48M	79	30%
Avid Wealth Management Group, LLC	High $820K	$64M	78	45%
Smarr Financial Services Inc.	Typical $610K	$46M	75	5%
DRW Financial	High $830K	$62M	74	28%
Paramount Investment Advisors	Typical $570K	$42M	74	12%
Harper Asset Management, LLC	Typical $630K	$46M	73	19%
Williams Wealth Management, Inc.	Typical $570K	$41M	73	15%
Bailey Financial Services	Very Low $0	$0	72	0%
Horizon Advisors, LLC	Very Low $120K	$8.3M	72	1%
Remote Financial Planner, LLC	High $1.2M	$82M	71	79%
Island Asset Management, LLC	High $1.1M	$80M	70	14%
LegacITree Wealth Management, LLC	Very Low $110K	$7.8M	70	0%
Lyles Wealth Management LLC	Typical $570K	$40M	70	30%
Oglesby Wealth Strategies, LLC	—	—	70	0%
Schumpert Investments, LLC	Very Low $120K	$8.3M	69	0%
St Bernard Asset Management, Inc.	Typical $400K	$27M	69	4%
JLP Investments	Very Low $140K	$9.7M	68	40%
ATI Wealth Partners, LLC	Typical $440K	$30M	67	22%
Centurion Wealth Management LLC	Low $330K	$22M	67	3%
Glean Financial, Inc.	Low $200K	$13M	67	19%
Yellow Dog Financial, Inc.	Typical $380K	$26M	67	69%
Langley Wealth Management	Typical $420K	$27M	66	9%
KCG Investment Advisory Services LLC	High $800K	$52M	65	23%
National Christian Financial Advisors, Inc.	Very Low $130K	$8.3M	65	0%
Riverwood Capital Advisors, LLC	Typical $460K	$30M	65	74%
Truvestor Wealth Management	High $1.1M	$74M	65	55%
Chanakya Business Ventures LLC	Low $170K	$11M	64	48%
True Square Financial LLC	Very High $2.7M	$180M	64	91%
W.A. Griffin Financial Services Inc.	Low $230K	$15M	64	17%
Kanakaris and Associates	Very Low $120K	$7.5M	62	0%
Brookwood Wealth Advisors, LLC	Low $220K	$14M	61	0%
Cornerstone Investment Advisors, Inc.	High $1M	$63M	61	54%
BluePrint Private Wealth Management LLC	Very High $1.6M	$95M	60	67%
Marathon Financial Strategies	High $810K	$49M	60	33%
Opportunity Investment Group, LLC	High $1M	$62M	60	28%
Jayco Wealth Management	Very High $1.6M	$97M	59	53%
Joshi Capital Management, LLC	Low $250K	$15M	59	22%
Southern Incomes, LLC	High $840K	$49M	58	33%
Mars Capital Management LLC	Typical $440K	$25M	57	61%
Adair Financial Private Client Group	Very High $1.4M	$79M	56	43%
Equatorial Advisors, LLC	Low $180K	$10M	56	21%
ADS Wealth Management LLC	Low $280K	$15M	55	0%
Datapoint Financial Planning, LLC	—	—	55	0%
Boardwalk Capital Management, Inc.	High $990K	$54M	54	83%
Cwpim	Low $290K	$15M	54	54%
Littlefield Asset Management, Inc.	Very High $2.6M	$140M	54	28%
Long Game Financial, LLC	High $880K	$48M	54	56%
Marathon Wealth Incorporated	Low $230K	$12M	53	0%
Trestle Wealth Advisory, LLC	Typical $620K	$33M	53	13%
VIVCAP LLC	Typical $520K	$27M	52	54%
Acadia Wealth Advisors	High $820K	$41M	50	0%
Andrews Investment Management	Low $300K	$15M	50	12%
Covered Bridge Financial LLC	—	—	50	0%
Larsen Wealth Management, LLC	High $870K	$43M	50	66%
Richie Capital Group	Low $230K	$12M	50	100%
Royal Financial Investment Group	Very Low $120K	$6M	50	0%
SAC Investment Management LLC	Very High $1.3M	$67M	50	50%
Third Act Retirement Planning, Inc.	Typical $610K	$30M	50	68%
Earn Into Wealth Strategies	High $700K	$35M	49	18%
Gutt Financial Management, LLC	Very High $3.3M	$160M	49	100%
Lifetime Strategies, LLC	Low $260K	$13M	49	14%
Eight Ventures Private Wealth Management	Very High $1.2M	$57M	48	50%
Stanhouse Financial Planning and Management, LLC	High $690K	$33M	48	46%
Advanced Financial Strategists Inc	Very High $1.3M	$61M	47	28%
Contemporary Financial Planning	High $1M	$48M	46	41%
2nd Half Capital, LLC	—	—	45	0%
Blackthorn Asset Management LLC	Very High $1.8M	$81M	45	60%
Collins/Moody Financial Services, L.L.C.	High $780K	$35M	45	36%
Dogwood Capital Management	High $1M	$46M	45	58%
Vision Financial Concepts	Very Low $130K	$5.9M	45	18%
Perpetual Wealth Advisors, LLC	Very High $2.1M	$92M	44	75%
Wealthwise Financial Solutions, LLC	High $1.1M	$50M	44	39%
AE Financial & Risk Management, Inc.	Typical $580K	$25M	43	77%
Fordham Financial Services, Inc.	Typical $620K	$27M	43	12%
Stadium Financial LLC	Typical $620K	$27M	43	26%
LK Wealth Management, LLC	Typical $390K	$17M	42	7%
OBN Wealth Advisors	Low $330K	$14M	42	0%
Walker & Associates	High $960K	$40M	42	0%
Windemere Advisors, LLC	Typical $570K	$24M	42	69%
Joel Smith & Associates, LLC	Typical $410K	$17M	41	0%
Kinetic Pathways Company	Very Low $80K	$3.3M	41	0%
Quigley Financial LLC	Very High $2.6M	$110M	41	80%
Swords Capital Management, LLC	Very High $1.6M	$65M	41	27%
Kindzia Investments	Typical $630K	$25M	40	30%
A.I.M. Financial Group, Inc.	Typical $540K	$21M	39	0%
Apis Wealth, LLC	Very High $1.2M	$48M	39	46%
Hankinson Wealth Advisors LLC	Very High $1.4M	$54M	39	51%
Wilson Financial Group, LLC	Very High $1.2M	$47M	39	51%
Windward Partners, L.L.C.	High $760K	$30M	39	23%
Defining Legacy Advisors	Typical $360K	$14M	38	8%
Polaris Asset Management, LLC	Very Low $140K	$5.2M	38	5%
Rora Wealth, Inc.	Typical $470K	$18M	38	16%
Assetguard Financial Services Inc	Very Low $26K	$960K	37	0%
Asset Protection Group, LLC	Low $220K	$8.2M	37	0%
Financial Decision Partners, LLC	Typical $420K	$16M	37	0%
Koi Portfolio Management, LLC	Very High $1.7M	$63M	37	57%
Raymon Capital Advisors, LLC	Typical $530K	$20M	37	30%
Keystone Financial Consultants, Inc.	Very High $1.2M	$42M	36	33%
Lifepath Advisors, LLC	Typical $470K	$17M	36	17%
CN Wealth Management, LLC	Very High $1.5M	$52M	35	83%
Shadowbrook Private Wealth LLC	Very High $1.6M	$57M	35	80%
Tomas A. Blanno and Company, LLC	High $820K	$29M	35	46%
Jeffries Wealth Management	Very Low $79K	$2.7M	34	0%
Arrowhead Investment Advisors, LLC	Very High $1.5M	$49M	32	25%
JPG Wealth Management, LLC	Low $220K	$7.1M	32	0%
Lassiter Financial Advisors, LLC	—	—	32	0%
Pearson Investment Management, LLC	Low $180K	$5.8M	32	0%
Reagan Financial Planning LLC	Low $260K	$8.4M	32	13%
Wakil Wealth Advisory LLC	Very Low $120K	$3.9M	32	0%
Zero Gravity Financial, LLC	Very High $1.2M	$39M	32	75%
Yongchang Company Inc	Very Low $44K	$1.9M	31	0%
Allegiance Wealth Management, Inc.	Very High $1.6M	$49M	30	70%
Attainment Asset Management LLC	Typical $470K	$14M	30	0%
Comprehensive Financial Planning Inc	Very High $3.4M	$100M	30	83%
Essential Wealth Management Group, LLC	Very Low $68K	$2M	30	0%
VIP Wealth Advisors	Very High $4.2M	$130M	30	90%
Brighter Investing, PB LLC	Very High $1.3M	$37M	29	62%
Brooke Forest Capital LLC	High $900K	$26M	29	31%
Capstone Global Advisors, LLC	Low $210K	$6M	29	41%
Cedar Valley Capital LLC	High $940K	$27M	29	79%
Rock One Advisors, LLC	Very Low $130K	$3.8M	29	3%
360 Aviation Advisors, LLC	Typical $340K	$9.6M	28	46%
Access Planning Partners, LLC	High $720K	$20M	28	39%
Covey Capital Advisors, LLC	Very High $5.3M	$150M	28	100%
Gustafsson Wealth Management, Inc.	Typical $430K	$12M	28	46%
King Financial Investments Inc	Very High $1.4M	$38M	28	43%
Prana Wealth Management LLC	High $970K	$27M	28	39%
The Klausman Group	High $880K	$25M	28	0%
Trinity Capital Management, LLP	Very High $1.4M	$40M	28	43%
Worthscape, LLC	Very High $3.2M	$88M	28	75%
Footlamp	High $850K	$23M	27	4%
Gaines Capital Management	Low $250K	$6.8M	27	15%
LifeWater Wealth Management	High $1.1M	$30M	27	52%
MoneyGrow.com®	Typical $480K	$13M	27	11%
Sonas Financial Planning	High $880K	$24M	27	67%
Summit Private Wealth, LLC	Typical $590K	$16M	27	19%
Tricord Investment Advisors, Inc.	Low $210K	$5.6M	27	19%
Westhollow Wealth Management	High $870K	$24M	27	30%
AF Capital Management, LLC	Typical $520K	$14M	26	38%
Aust Financial Advisory, LLC	Very High $1.3M	$33M	26	100%
Dividends & More	High $770K	$20M	26	0%
E.A. Hendrich Financial Planning, LLC	Very Low $0	$0	26	0%
Edward Wealth Partners	Very Low $63K	$1.6M	26	8%
Elite Wealthcare LLC	Very Low $110K	$2.9M	26	0%
MensaH Finance Group, LLC	Very Low $150K	$3.9M	26	0%
Palmetto Financial Planners LLC	High $790K	$20M	26	19%
Avere Wealth Management, LLC	Typical $500K	$13M	25	28%
Black Lake Capital Corp.	High $690K	$17M	25	76%
Bradley Wealth Group, LLC	Low $280K	$7M	25	8%
Constant CashFlow, LLC	Very Low $48K	$1.2M	25	0%
Oceanus Capital Partners, LLC	Very High $2.9M	$73M	25	72%
Steele Financial Studios	Typical $410K	$10M	25	4%
Supporting Your Choices Inc.	Very High $1.6M	$40M	25	60%
Tax & Financial Management	Very High $1.2M	$30M	25	0%
David Gray Consulting LLC	Very Low $59K	$1.4M	24	0%
Asset Accumulation, Protection, Preservation and Transfer, LLC	Typical $590K	$14M	23	4%
Baker Wealth Group LLC	Very High $1.9M	$43M	23	61%
Corners Financial Planning, LLC	Very Low $110K	$2.4M	23	0%
FWI Wealth Management LLC	Very High $2.6M	$60M	23	78%
Infinity Wealthcare, LLC	High $910K	$21M	23	61%
Opti Bloom Advisors LLC	High $780K	$18M	23	17%
Resources Asset Management LLC	High $910K	$21M	23	70%
ARCH Financial Planning, LLC	Typical $480K	$10M	22	32%
Bluestone Wealth Planning, LLC	Typical $370K	$8.1M	22	18%
Brown Capital Advisors, LLC	Typical $640K	$14M	22	0%
Horizon Investment Counsel LLC	Low $250K	$5.6M	22	0%
Personal Financial Solutions, LLC	Very Low $99K	$2.2M	22	0%
Provident Capital Group, L.P.	Very Low $110K	$2.3M	22	0%
SRC Wealth Advisors LLC	Very High $2M	$44M	22	82%
Caliber Wealth Advisory	High $1.1M	$24M	21	38%
Deasil Wealth Management LLC	Low $240K	$5.1M	21	5%
Dental Retirement Strategies, Inc.	Low $310K	$6.5M	21	0%
Financial Staples	High $840K	$18M	21	43%
Fortunato Asset Management	High $1M	$22M	21	86%
Holcomb Financial	Low $260K	$5.6M	21	0%
Mattix Wealth Management LLC	Very Low $0	$0	21	0%
Peachtree Creek Investments	Very High $1.7M	$37M	21	33%
Samatva Wealth Management LLC	Very Low $39K	$830K	21	0%
SHEPHERD Financial LLC	High $890K	$19M	21	33%
Walstad Investment Counsel, Inc.	Very High $2.6M	$55M	21	71%
BAS Capital	Very High $5.9M	$120M	20	100%
Brice Financial Advisors Inc	Very Low $92K	$2.3M	23	20%
Farview Management, LLC	Low $310K	$6.2M	20	40%
Financial Lab	Very Low $70K	$1.4M	20	80%
Inceptive Financial	Very Low $0	$0	20	10%
John Masters, CPA, PC	Low $250K	$4.9M	20	10%
Meranti Capital Partners, INC.	Very Low $38K	$760K	20	0%
Porter Wealth Management, LLC	Typical $580K	$12M	20	65%
Purvis Investments, Inc.	Very Low $64K	$1.3M	20	0%
Saunders Investment Management LLC	High $700K	$14M	20	0%
Stars & Stripes Financial Advisors	Very Low $26K	$530K	20	0%
Welch Financial Investments, LLC	Typical $480K	$9.6M	20	20%
8020 Capital LLC	Very High $2.6M	$49M	19	100%
Financial Guidance Group, LLC	Low $210K	$4M	19	0%
Great Bay Wealth Management	Very High $1.5M	$28M	19	32%
DLC Wealth Management	Very Low $150K	$2.7M	18	0%
Fleming Wealth Management, LLC	Very High $5M	$90M	18	100%
Grass Capital LLC	Low $260K	$4.7M	18	100%
Temperance Wealth Management	Low $300K	$5.4M	18	11%
Vetworth	Typical $520K	$9.3M	18	0%
Arkin Financial Advisors, LLC	Very High $4.1M	$69M	17	100%
CSG Wealth Management	—	—	17	0%
FinAcura Advisory LLC	Typical $440K	$7.6M	17	12%
Forty Two Wealth LLC	Very High $2M	$34M	17	71%
Mason Wealth Strategies	Low $280K	$4.8M	17	12%
Prometheus Wealth Management, LLC	High $660K	$11M	17	47%
S. Williams Capital, LLC	High $1M	$17M	17	71%
Andvari Associates LLC	High $1M	$16M	16	44%
Blossom Balance LLC	Typical $350K	$5.6M	16	0%
DB Asset Management,LLC.	Typical $560K	$9M	16	0%
Bunnen Financial Management LLC	High $930K	$14M	15	100%
CAVE, INC.	Very Low $150K	$2.3M	15	0%
Halley Hill Wealth Management LLC	Very High $1.2M	$18M	15	47%
Infinity Financial Wealth Management LLC	Low $190K	$2.9M	15	0%
Integra Private Wealth Management, LLC	Very High $4.4M	$66M	15	100%
Long Faith Capital LLC	Low $220K	$3.3M	15	80%
Mike Sena Advisors, Inc.	Very High $1.2M	$17M	15	80%
Neyrey, Rene' J.	Typical $460K	$6.9M	15	27%
Stack Wealth Management, LLC	Very Low $0	$0	15	0%
Cubic Pye Capital Management, Inc.	Very High $6M	$84M	14	100%
Dubois Wealth Management, LLC	Typical $420K	$5.9M	14	0%
KMR Financial Advisory, Inc.	High $660K	$9.3M	14	0%
Kuber Capital Management, LLC	Low $240K	$3.3M	14	57%
Openhanded Wealth LLC	Very Low $61K	$850K	14	29%
Attend Wealth	Low $180K	$2.3M	13	0%
Cochran Wealth LLC	High $1.1M	$14M	13	46%
Piece of Wealth Planning LLC	Very Low $140K	$1.8M	13	0%
Versailles Financial, LLC	Very High $2.5M	$33M	13	69%
LKL Advisors	Very Low $82K	$990K	12	0%
MRB Capital	Low $250K	$3M	12	0%
Brucker Wealth	Typical $620K	$6.9M	11	9%
Capital Stewards, LLC	High $940K	$10M	11	45%
Capital Wise Advisory	Typical $360K	$4M	11	9%
FamilyRoot Wealth Advisors, LLC	Typical $470K	$5.2M	11	36%
Joseph Jekyll Advisers LLC	High $910K	$10M	11	0%
Nichols Wealth Advisors	High $880K	$9.7M	11	55%
Rinzler Capital LLC	Low $290K	$3.2M	11	0%
RL Wright & Associates, LLC	Typical $470K	$5.2M	11	0%
Tidewater Wealth Advisors	Very High $1.3M	$15M	11	27%
Atlanta Wealth Management, Inc.	Typical $630K	$6.3M	10	40%
Bates Financial Group, LLC.	—	—	10	0%
Brown Investors Wealth Management	Very Low $160K	$1.6M	10	0%
Fortress Capital	—	—	10	0%
InvestmentPost Advisory	—	—	10	0%
Kenwyck Capital	High $680K	$6.8M	10	10%
Soina Financial Group, LLC	Very Low $120K	$1.2M	10	10%
Strategic Capital Planning, Inc.	High $810K	$8.1M	10	30%
UCS Investment Co	—	—	10	0%
Zuma Capital Management, LLC	High $720K	$7.2M	10	50%
Archangel Investment Management	Very Low $110K	$990K	9	0%
Donnelly Investments Corporation	Typical $450K	$4.1M	9	0%
Due West Wealth Advisors LLC	Very Low $130K	$1.2M	9	0%
Four Pines Financial	Very High $1.3M	$11M	9	0%
Plunkett & Associates, Inc.	Low $300K	$2.7M	9	22%
Quadram Capital LLC	Very Low $94K	$850K	9	0%
Ridgeback Wealth Management	Low $170K	$1.6M	9	33%
Transition Planning & Guidance, LLC	—	—	9	0%
Brentonian Capital Management LLC	Typical $540K	$4.3M	8	0%
Compass Advisors LLC	Very High $1.6M	$13M	8	0%
Cresfund Advisors	Very High $1.6M	$13M	8	0%
Design Life's Journey, LLC	Typical $350K	$2.8M	8	0%
Financial Planning Partners	Very High $1.8M	$14M	8	63%
First Pitch Planning and Tax LLC	—	—	8	0%
Hughes & Company Investment Advisory, LLC	Low $170K	$1.4M	8	0%
HWM Wealth Management LLC	Very High $2.3M	$19M	8	0%
Legacy Wealth Advisors, LLC	Low $300K	$2.4M	8	0%
Randall P Martin	Very High $1.6M	$13M	8	0%
Upland Capital Management, LLC	Very High $1.2M	$9.5M	8	100%
CEI Financial Planning	High $680K	$4.7M	7	86%
MCC Wealth	Very Low $120K	$870K	7	0%
Psalm Capital	Very High $3.2M	$23M	7	71%
Sarkor Financial Advisors	Low $180K	$1.2M	7	14%
VDB Wealth	Very High $1.4M	$9.7M	7	43%
Waypoint Financial Planning, LLC	High $820K	$5.7M	7	57%
Aegis Capital Group	Very High $1.5M	$9M	6	17%
Candor Financial, LLC	Very High $18M	$110M	6	100%
Emerald Haven Investments Corp	Low $180K	$1.1M	6	0%
Lock Wealth Management	Very Low $49K	$300K	6	0%
McWilliams Financial Advisory Group LLC	—	—	6	0%
Nvest Wise, LLC	Very Low $67K	$400K	6	0%
Synergy Capital Management, LLC	Low $170K	$1M	6	0%
Wealth Partners, Inc.	Very Low $120K	$740K	6	0%
Winslow Asset Group, LLC	Low $200K	$1.2M	6	50%
Berone Capital LLC	High $820K	$4.1M	5	100%
Life's Business, Inc.	Very High $1.6M	$7.9M	5	60%
Metcalf Investment Management, LLC	Typical $510K	$2.6M	5	0%
Rich & Company LLC	Very High $3.3M	$16M	5	100%
Stardust Capital	Low $210K	$1.1M	5	0%
The Green Group Finance, LLC	Very Low $150K	$730K	5	20%
Transformation Wealth Management, LLC	Very Low $100K	$510K	5	0%
Chattahoochee Wealth	Very High $2.2M	$8.9M	4	50%
Comprehensive Wealth Management	Typical $380K	$1.5M	4	0%
Integrity Dynamic Investments LLC	Very High $1.2M	$4.7M	4	0%
Personal Econome, LLC	Very Low $0	$0	4	0%
Butler-Davis Financial Group, LLC	Very Low $15K	$44K	3	0%
Purpose Financial Planning	Very Low $0	$0	3	0%
The Lyttle Company, LLC	High $980K	$2.9M	3	67%
Tree Line Strategy Group LLC	Typical $410K	$1.2M	3	67%
BluePrism Wealth Management LLC	Very Low $80K	$160K	2	0%
DPM Wealth Management, Inc.	High $850K	$1.7M	2	0%
Adam Capital	Typical $450K	$450K	1	100%
Bickley Investments, LLC	Very Low $450	$450	1	100%
Core Capital Markets, LLC	High $660K	$660K	1	100%
Floyd Green Financial Services, Inc.	Very Low $15K	$15K	1	0%
Foresight Financial Planning	Very Low $15K	$15K	1	0%
Greenway Financial Planning, LLC	Very Low $67K	$67K	1	0%
Hive Wealth Management LLC	Low $280K	$280K	1	100%
J Moss and Co	Very High $1.8M	$1.8M	1	0%
Kingsmore Wealth Management, LLC	Low $290K	$290K	1	0%
Marbella Wealth Advisory Group, LLC	Very Low $0	$0	1	100%
401K Advisory Group, Inc.	—	—	—	—
Abacus Wealth Factors, LLC	—	$2.9M	—	—
Ages Legacy Advisors, LLC	—	—	—	—
Aurora Bay Capital	—	—	—	—
BEEYOND Capital, LLC	—	$0	—	—
Benton Innovation Group	—	$0	—	—
Best Life Financial Planning, LLC	—	—	—	—
Binnerinvestments	—	$0	—	—
Boskia Wealth Management & Advisory Services, L.L.C.	—	—	—	—
Bowman Wealth Management	—	$500K	—	—
BQS Management LLC	—	$1M	—	—
BrightEdge Wealth Management	—	$0	—	—
Buckhead Resources, Inc.	—	$0	—	—
Can Serve Free LLC	—	—	—	—
Cedric Deon Bean Enterprises LLC	—	—	—	—
Chappell Financial Group	—	—	—	—
Clarity Wealth Solutions LLC	—	—	—	—
CPA Allies, LLC	—	$0	—	—
Crescendo Capital Management, LLC	—	—	—	—
Daxmar Advisors	—	$250K	—	—
Desai Capital Management, Inc.	—	—	—	—
Emergent Financial Group, LLC	—	$0	—	—
Encourage Financial LLC	—	$0	—	—
Engineered Wealth Management LLC	—	—	—	—
Ensure Capital LLC	—	$780K	—	—
Feltman & Co. LLC	—	$2.1M	—	—
Focus Advisory, Ltd.	—	$400K	—	—
Foxholm Financial	—	$0	—	—
Harmonized Finance, LLC	—	—	—	—
Intelligent Worth	—	$350K	—	—
Intellivest Securities, Inc.	—	—	—	—
Kairos Capital Legal Advisors, LLC	—	$0	—	—
Liberty Street Capital, LLC	—	$0	—	—
Limitless Capital Management, Inc.	—	—	—	—
Michael W. Lassiter CLU ChFC Inc.	—	—	—	—
Mindful Capital Management	—	$1.2M	—	—
MJ Wealth Management LLC	—	—	—	—
Morgan Capital Group LLC	—	$100K	—	—
NPV Advisory Services, LLC	—	—	—	—
O'Ferrall Advisory Services	—	$10	—	—
Osborne Financial Planning LLC	—	—	—	—
Podlin International Realty, Ltd.	—	—	—	—
PRIA Strategies, LLC	—	—	—	—
Prive Wealth Management	—	—	—	—
PRR Wealth Management	—	$930K	—	—
Resilient Wealth	—	—	—	—
RINO INVEST Wealth Management LLC	—	—	—	—
Roger Budd Investment Management, LLC	—	—	—	—
Sacred Heart Investments	—	—	—	—
Safe Money Management	—	—	—	—
Southfork Investment Management	—	$0	—	—
Sovereign Wealth Office LLC	—	—	—	—
Stalnaker Investment Group, Inc.	—	$0	—	—
Stewardship Edge Capital, LLC	—	$800K	—	—
Strategic Advisors, Inc.	—	—	—	—
Streetwise Capital	—	$530K	—	—
Thompson Capital Management	—	—	—	—
Throckmorton Advisors, LLC	—	$580K	—	—
Vaarco Financial, LLC	—	—	—	—
Vanhov Wealth Partners LLC	—	—	—	—
VCM Capital	—	—	—	—
Wealth Mgt Group of Georgia	—	—	—	—

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