AUM per client for Independent firms serving clients in Illinois

Independent firms active in Illinois 418 firms

Very Low $43K-$240K

Low $240K-$460K

Typical $460K-$760K

High $760K-$1.4M

Very High $1.4M-$2.7M

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

Median: $570K

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Firm	AUM/client	AUM	Clients	HNW client %
New Street Advisors Group LLC	Very Low $30K	$15M	510	0%
Santefort Investment Group, LLC	Low $240K	$110M	456	17%
Lenox Capital Management, Inc.	Low $250K	$110M	442	5%
Zendamentals	Low $380K	$160M	424	8%
Lighthouse Financial & Consulting Services, LLC	Very Low $94K	$34M	359	1%
Koehler Financial Services, Inc.	Very Low $110K	$36M	329	0%
Shankland Financial Advisors, LLC	Low $290K	$88M	308	12%
Strategic Investment Advisors, Ltd.	Very Low $210K	$63M	301	4%
Schaefer Wealth Management, Inc.	Low $270K	$79M	296	0%
Fortis Portfolio Solutions, LLC	Typical $510K	$140M	276	100%
DPCM	Low $290K	$77M	270	19%
Investment Advisors Group, LLC	Very Low $220K	$58M	259	4%
W.K. Cooper II Asset Management Corporation	Low $350K	$81M	230	100%
Financial Planning Advisors, Inc.	Very Low $170K	$37M	225	3%
Wealth Ambassadors, LLC	Low $270K	$54M	203	7%
Main Effort Financial, Inc.	Low $460K	$86M	189	11%
First Wealth Advisory, Inc.	Very Low $100K	$19M	185	21%
Advanced Trader Investment Advisors, LLC.	Very Low $170K	$30M	175	0%
MACC IV Group	Very Low $190K	$33M	170	12%
Pilot Asset Management LLC	Typical $510K	$83M	163	12%
Quantum Financial Planning LLC	Very Low $0	$0	159	28%
Wolfstone Wealth	Typical $720K	$110M	153	21%
Saint Louis Investment Advisors Inc	Typical $490K	$71M	147	24%
Palen Financial LLC	Low $270K	$40M	146	5%
Paisley Financial LLC	Low $250K	$35M	141	6%
A J Feldman Financial, LLC	High $970K	$140M	140	22%
Milestone Advisory Group, LLC	Very Low $160K	$23M	140	4%
Missional Advisor Group	Low $300K	$42M	140	11%
Domo Capital Management, LLC	Very Low $180K	$25M	137	33%
Building Equities, LLC	Very Low $60K	$8.1M	136	0%
Patap Financial Services	Low $380K	$51M	135	17%
Aydt Investment Management, Inc.	Low $360K	$46M	130	8%
Defined Capital LLC	Low $340K	$44M	130	11%
Polaris Financial Planning, LLC.	High $1.2M	$150M	129	47%
Trueman Brown	Very High $1.5M	$190M	128	35%
Daly Investment Management, LLC	High $900K	$120M	125	28%
Dahl Financial Services, Inc.	Low $270K	$33M	125	0%
Elevation Financial LLC	Low $240K	$30M	125	0%
Nash-Hasty Private Wealth Management	Typical $520K	$64M	123	16%
Financial Elements, Inc	Very High $1.6M	$190M	122	48%
Cline Financial Concepts, LLC	Typical $560K	$68M	120	18%
Locke Financial Services, Inc.	Typical $460K	$55M	120	0%
Mindful Money Financial Counsel, LLC	—	—	120	0%
Monroe Financial Inc.	Very Low $70K	$8.3M	118	0%
Fisher Financial Group, LLC	Low $350K	$41M	116	7%
Taos Investment Advisors, LLC	Typical $680K	$79M	116	59%
JK Financial Planning, Inc.	Very Low $46K	$5.3M	114	0%
Strategic Advisors of Illinois	Typical $550K	$62M	113	28%
Berg Investment Planning	Low $380K	$42M	112	9%
Quinn Financial Planning, LLC	High $870K	$96M	110	41%
Personal Financial Management, Inc.	Low $290K	$31M	108	8%
Envision Wealth Planning Inc.	Very Low $200K	$21M	106	3%
Bobb Financial Incorporated	High $820K	$86M	105	25%
Chancellor Financial Services, Inc.	Low $290K	$31M	105	8%
Redwing Financial	Low $370K	$41M	105	32%
North Shore Investment Consulting LLC	Very High $1.7M	$170M	102	0%
Royal Palm Investment Advisors, Inc.	Low $390K	$40M	101	10%
Abundance Advisors, Inc.	—	—	100	0%
Copia Financial Solutions, Inc.	—	—	100	0%
Financial & Business Consultants	—	—	100	0%
Hampton Financial Services	—	—	100	0%
Hanold Asset Management, LLC	—	—	100	0%
MAST Investment Advisors LLC	—	—	100	0%
Organize, Protect & Grow Your Wealth, LLC	Very Low $180K	$18M	100	21%
P.W.B., Inc.	—	—	100	0%
Quam Wealth Advisory Group LLC	—	—	100	0%
Leading Edge Wealth Management, LLC	Low $440K	$43M	99	21%
Trac Asset Management LLC	High $870K	$86M	99	22%
Wolf Financial Advisors LLC	High $1.3M	$120M	99	24%
Lloyd Park, LLC	Very High $1.7M	$160M	97	100%
Kilcullin Financial Life Planning, LLC	Typical $680K	$66M	96	64%
Deep Blue Financial LLC	Typical $580K	$55M	95	53%
Lewis Wealth Management, LLC	Low $440K	$42M	95	15%
Douglas Capital Management, LLC	Very Low $230K	$22M	94	43%
Prairie Investment Advisors, LLC	High $1.1M	$100M	93	37%
Outlook Capital Management, LLC	Very High $1.6M	$150M	90	64%
Palos Wealth Advisors, LLC	High $800K	$71M	89	19%
Sanskar Advisors, Inc.	Typical $540K	$48M	89	16%
Forward Financial LLC	High $890K	$78M	88	23%
Johnston Investment Counsel, Ltd.	High $1.4M	$120M	88	34%
Prima Wealth	High $1.1M	$94M	88	28%
Herzog Financial Group, LLC	Typical $550K	$48M	87	44%
Gianotti Wealth Advisory	Typical $580K	$49M	84	32%
Kinkelaar & Associates	—	—	84	55%
Melotte Financial Advisors	High $1.2M	$98M	83	60%
RP Zeigler Investment Services	High $780K	$65M	83	18%
AECH Financial	Low $290K	$24M	82	6%
Durham Wealth Management, LLC	Low $340K	$28M	81	6%
Porter Avenue Capital Management, LLC	Very Low $130K	$11M	81	0%
Smart Choice Financial Planning, Inc.	High $1.2M	$96M	80	0%
Capital Trust Wealth Management	High $970K	$76M	79	34%
Purpose Financial Planning LLC	Very Low $150K	$12M	79	51%
R. W. Stanley Investment Planning	—	—	79	0%
Elliott Capital Management, Inc.	Very Low $160K	$13M	78	0%
Harmony Wealth Management LLC	Typical $700K	$55M	78	0%
Bourbon Financial Management	Very Low $0	$0	77	64%
Linden Wealth Management LLC	High $1.1M	$88M	77	48%
AK Investing	Low $270K	$20M	75	0%
Crown Financial Group, Inc.	Typical $670K	$50M	75	0%
EBH Financial, Inc.	Typical $520K	$39M	75	23%
Evergreen Capital Management Inc	Very Low $160K	$12M	75	0%
Investments By Design, Inc	Typical $610K	$46M	75	12%
North Star Wealth Management	Very High $2.1M	$160M	75	53%
DRW Financial	High $830K	$62M	74	28%
Peters Financial LLC	Very Low $96K	$7.1M	74	0%
Valor Advisers	Very Low $23K	$1.7M	74	0%
Lake Jericho, LLC	Low $430K	$32M	73	29%
Checkpoint Financial Planning	Very Low $0	$0	70	29%
Heritage Wealth	High $790K	$55M	70	21%
Integral Financial Planning LLC	Very High $2.3M	$160M	70	93%
Long Financial Planning	Typical $720K	$51M	70	29%
Everett Wealth Solutions, Inc	Typical $570K	$39M	69	13%
Reatherford Wealth Management LLC	Very Low $230K	$16M	69	9%
Prism Wealth Management	Typical $680K	$46M	68	13%
ATI Wealth Partners, LLC	Low $440K	$30M	67	22%
Bradford Capital Management, LLC	High $890K	$60M	67	30%
Girdwood Capital LLC	Typical $660K	$44M	67	39%
Keaton Capital Management L.L.C.	Very Low $200K	$13M	65	0%
RJ Aubrey Investments Corp.	Very Low $94K	$6.1M	65	11%
Wave & Breakout L.L.C.	Very Low $43K	$2.8M	65	0%
Insight Financial Group, Inc.	Very High $1.5M	$94M	64	45%
Simple Portfolio Management, Inc.	Very High $1.9M	$120M	63	48%
4D Financial Advisors, LLC	High $1.1M	$66M	62	2%
Blue Jean Wealth Management	Very Low $110K	$6.6M	62	0%
Couleur Investments	Low $280K	$18M	62	23%
Genfi LLC	Typical $740K	$46M	62	45%
Blue Sky Investment Partners, Inc.	Very High $1.9M	$120M	61	57%
Strongside Asset Management LLC	Typical $580K	$36M	61	21%
A-Team Advisors	High $1.2M	$71M	60	58%
Boon Capital Advisors LLC	Very High $3.1M	$190M	60	48%
Cove Financial Planning, LLC	Very High $1.6M	$99M	60	42%
Emberhouse, LLC	Very High $1.5M	$92M	60	45%
Intuitive Wealth Management, LLC	Typical $750K	$45M	60	32%
Timothy J McDonald CPA CFP	High $1.1M	$65M	60	67%
Trails Edge Wealth Advisers, LLC	Very High $2.6M	$150M	60	48%
Despain Investment Solutions, Ltd.	Low $330K	$19M	58	0%
The Meridian Business Group, Ltd	Low $390K	$23M	58	16%
Ventoux Financial Advisors, LLC	High $1.2M	$68M	55	55%
Long Game Financial, LLC	High $880K	$48M	54	56%
Smart Stewardship Advisors	Typical $680K	$37M	54	22%
Ascent Fintech LLC	Very Low $91K	$4.8M	53	0%
Northlake Capital Management, LLC	High $1.2M	$65M	53	42%
EmeraldSpark Investments	Low $310K	$16M	52	13%
Maguire Asset Management, LLC	High $810K	$42M	52	52%
Piershale Wealth Management, LLC	Typical $520K	$27M	52	0%
Blue Chip Financial Planning, LLC	Typical $680K	$35M	51	18%
Gateway Wealth Management, LLC	High $950K	$48M	51	24%
Lumen Capital Management, L.L.C.	Typical $650K	$33M	51	45%
OmniDivitia Wealth Management, Inc.	Low $280K	$14M	51	14%
Cornerstone Asset Management, Inc.	Low $400K	$20M	50	40%
Diversified Consumer Planning LLC	Very Low $190K	$9.7M	50	4%
Edwards Premier Financial	Very Low $30K	$1.5M	50	10%
Investment Resources Center	Very Low $120K	$6.1M	50	0%
Legacy Wealth Planning	Typical $470K	$23M	50	20%
Patrick Capital Management	Low $280K	$14M	50	0%
Avista Wealth Management	Typical $580K	$28M	48	21%
Vodicka Group, Inc.	Low $380K	$18M	48	33%
Milestone Money	High $1.2M	$56M	47	62%
Baker & Company Advisory Group Inc	Very Low $150K	$7M	46	0%
PVA Financial, LLC	Very High $2M	$93M	46	67%
Disciplined Financial Services, Inc.	Very Low $240K	$11M	45	0%
Servant Capital Advisors	Very High $2.3M	$100M	45	78%
Directional Asset Management, LLC	Very High $3.1M	$140M	44	82%
Pettibone Wealth Management, LLC	Typical $740K	$33M	44	27%
Riverbend Planning Group LLC	High $890K	$39M	44	30%
Goodwin Asset Management Inc.	Typical $530K	$23M	43	100%
Oakwood Wealth Advisors Ltd.	Low $280K	$12M	43	0%
PAC Capital, LLC	Very High $1.7M	$73M	43	81%
Powers Financial Group, LLC	Very Low $160K	$7M	43	0%
Responsive Financial Group, Inc.	High $1.1M	$46M	43	16%
Straitgate Financial L.L.C.	Low $420K	$18M	43	12%
Champion Financial Inc.	—	—	42	0%
Hummer Financial Advisory Services Inc	Very High $4.7M	$200M	42	14%
O'Keefe & Associates, P.C.	Very High $1.5M	$65M	42	33%
Roth Investment Management, LLC	Low $270K	$11M	42	12%
Sjostrom Financial Planning Inc.	Low $290K	$12M	42	0%
Omkara Capital LLC	High $980K	$40M	41	37%
Royal Asset Managers	Very High $1.9M	$79M	41	83%
SDM Investments, LLC	Very Low $190K	$7.7M	41	5%
SPIRE Investment Management LLC	Very Low $220K	$9M	41	71%
TomChaney Investment Services, Inc.	High $1M	$43M	41	27%
Hazel Ridge Advisors, LLC	Low $380K	$15M	40	0%
Kollar Wealth Advisors, LLC	Low $310K	$12M	40	5%
Petrarch Wealth Management	Low $300K	$12M	40	13%
Skoufis Capital Management	Low $280K	$11M	40	100%
Winiecki Wealth Management	High $1.1M	$42M	40	50%
Drach Advisors LLC	Typical $520K	$20M	39	28%
GCR Financial Services, LLC	High $1.2M	$47M	39	54%
North Forty Investment Advisors LLC	Typical $710K	$28M	39	100%
Bold Vision Financial	—	—	38	0%
CIC Investment Consultants, LLC	High $890K	$34M	38	29%
Horizon Capital Management, LLC	Very High $3.5M	$130M	38	95%
Long Planning, LLC	Typical $480K	$18M	38	13%
Prospect Trading LLC	Typical $510K	$19M	38	0%
Ripple Ridge Enterprises LLC	Low $300K	$11M	38	0%
Dukes Lane Investments LLC	High $1M	$37M	37	35%
JAC Wealth Management Services, LLC	Typical $610K	$22M	37	22%
Journey Capital Advisers, LLC	Low $420K	$15M	37	11%
Oak Brook Advisors, LLC	Typical $460K	$17M	37	16%
Optimum Retirement Planning LLC	Very High $2.3M	$85M	37	86%
Skinner Advisory, LTD.	Typical $600K	$22M	37	14%
Trexler Financial Advisors LLC	Typical $680K	$25M	37	30%
Trinity Asset Management, Inc.	Very High $1.5M	$55M	37	46%
Wellspring Capital Group, Ltd.	Very Low $190K	$6.9M	37	5%
Balance Investments	Very Low $78K	$2.8M	36	0%
Fit Advisors LLC	Very High $1.8M	$64M	36	56%
Huron Investment Management, Inc.	Typical $660K	$24M	36	47%
Outside The Box Financial Planning, LLC	Low $260K	$9.5M	36	17%
Wealthy Doctor Institute LLC	Low $250K	$9.1M	36	25%
Azalea Wealth Management LLC	Low $420K	$15M	35	11%
Cox Financial Group, Ltd.	High $1.3M	$44M	35	46%
Daleiden Wealth Advisors	Typical $610K	$22M	35	20%
Design Asset Management, LLC	Typical $580K	$20M	35	46%
Doncaster Wealth LLC	Low $310K	$11M	35	54%
Heyman Investment Counseling LLC	Very High $3M	$110M	35	74%
Integrated Wealth Planners LLC	Very Low $38K	$1.3M	35	0%
Kraft Financial, LLC	High $1M	$36M	35	66%
Lakeside Financial Inc.	High $990K	$35M	35	17%
Kakis Financial Services Inc.	High $1.4M	$46M	34	50%
Oak Brook Asset Management, Corporation	High $1M	$36M	34	35%
Seed Wealth Management, Inc.	Very High $5.6M	$190M	34	85%
Whisper Wealth Builders	Low $280K	$9.7M	34	21%
Momentum FinTech LLC	Very Low $220K	$7.2M	33	58%
P.A. Berg Retirement Solutions	Very Low $74K	$2.4M	33	9%
Sorsby Financial Corp.	Typical $640K	$21M	33	30%
Stanton Financial Planning, LLC	—	—	33	0%
Betterman Digital Wealth, Inc.	Very High $1.5M	$46M	32	31%
Brady Investment Counsel LLC	Very High $3.3M	$100M	32	78%
Janian Investment Advisers, LLC	High $840K	$27M	32	63%
Martin Financial Management	Very High $1.9M	$62M	32	41%
Rhodes Capital Management, Inc.	Typical $560K	$18M	32	0%
Zone Investment Management, LLC	Typical $680K	$22M	32	19%
K.W. Andersen Investment Group, LLC	Very High $1.4M	$44M	31	26%
Pinelight Financial PLLC	High $1.1M	$35M	31	26%
Watchtower Wealth, LLC	Low $390K	$12M	31	65%
EN+ Wealth	Very Low $190K	$5.6M	30	27%
GlobalMacro Capital Management, LLC	High $1.3M	$38M	30	33%
Keffer Financial Planning	—	—	30	0%
Kline Capital Management LLC	High $900K	$27M	30	33%
Retirement Portfolio Partners	Very High $1.5M	$44M	30	87%
Rhodo Wealth Management LLC	Low $410K	$12M	30	10%
Invest Capital LLC	High $960K	$28M	29	24%
Kirchner Financial Group	Typical $550K	$16M	29	3%
Mel Consulting Co. d/b/a Mel & Co	Typical $620K	$18M	29	14%
Redmont Wealth	Very High $8.9M	$4.8M	5	93%
Safe Bay Retirement Advisors	Low $420K	$12M	29	34%
Vista Financial Planning	Very Low $0	$0	29	76%
Westrate Capital Management, Inc.	High $820K	$24M	29	28%
BrightPath Financial, Inc.	Very High $1.7M	$48M	28	61%
DCO Capital Management LLC	High $860K	$24M	28	79%
Foresight Strategic Partners, LLC	Typical $470K	$13M	28	64%
Glass Lake Wealth Management	High $910K	$25M	28	43%
Indie Financial Planning	Low $330K	$9.3M	28	7%
KGL Financial Advisors, LLC	High $1.1M	$30M	28	18%
Sora Wealth, LLC	High $1.1M	$30M	28	39%
Two Three Five	High $880K	$25M	28	32%
Two Trails Financial Planning	Very High $1.5M	$41M	28	93%
Crowley Capital Management LLC	High $1M	$27M	27	26%
Dividend Growth Strategies, Inc.	Very High $2.9M	$80M	27	100%
The Wealthy Parent	—	—	27	0%
West Loop Financial LLC	Very High $1.7M	$45M	27	67%
Crescendo Financial Planners Inc.	Very High $1.9M	$50M	26	0%
Dogwood Investment Advisors	Very High $1.5M	$39M	26	31%
Focused Up Financial, LLC	Typical $480K	$13M	26	0%
Arena Consulting, LLC	Very High $2.8M	$70M	25	100%
Benson Advisory Services & Asset Management	—	—	25	0%
Blameuser Asset Management	—	—	25	0%
Carlisle Financial Management, LLC	Very High $1.7M	$42M	25	40%
Consolidated Wealth Management	Very High $1.6M	$40M	25	100%
Financial Planning Resources,LLC	—	—	25	0%
Haag Financial Consulting	—	—	25	0%
Knoble, Larry H.	—	—	25	0%
Maple Street Capital Advisors, LLC	High $920K	$23M	25	36%
MLN Investments LLC	High $1.1M	$28M	25	28%
Monotelo Wealth Partners	Very High $1.6M	$40M	25	0%
Ridge Investment Advisors	Very High $1.5M	$38M	25	64%
Robert L. Weisman, LLC	—	—	25	0%
Roger Manske	—	—	25	0%
Rook Financial LLC	Very Low $230K	$5.8M	25	0%
Stratitech Consulting, Inc.	—	—	25	0%
Triex Financial Services, Inc.	Very Low $66K	$1.6M	25	0%
1035 Capital Management LLC	Very Low $210K	$5.1M	24	0%
Furlong Investment Solutions, LLC	High $770K	$18M	24	33%
LCV Advisors LLC	Very High $1.9M	$47M	24	63%
Long Run Financial, Ltd.	Typical $580K	$14M	24	25%
Manage Your Financial Life	—	—	24	0%
Silver Leaf Financial, Inc.	Low $390K	$9.5M	24	0%
Victory Wealth Management, LLC	High $1.2M	$28M	24	42%
Daybreak Wealth, LLC	Very High $2.4M	$54M	23	70%
Landphair Wealth Management LLC	Typical $550K	$13M	23	17%
Life Planning Solutions, LLC	Typical $730K	$17M	23	0%
Fee-Only Financial Advisors, Ltd.	Very Low $0	$0	22	82%
Kennon Wealth Management, LLC	—	—	22	0%
RB Salzman Wealth Management, LLC	Very High $1.9M	$41M	22	50%
FirstGen Wealth	Low $330K	$6.9M	21	0%
Herrick Lake Investments LLC	Low $290K	$6M	21	14%
Retirement Matters, Inc.	High $1.1M	$24M	21	62%
Song Asset Management Co. LLC	Typical $520K	$11M	21	0%
St. Therese Financial LLC	Very Low $39K	$830K	21	10%
Adk Wealthcare Partners	Very High $1.4M	$29M	20	20%
BlueView Investment LLC	High $1M	$20M	20	20%
Finnestad Financial	Typical $680K	$14M	20	40%
Hammond Investment Management, LLC	Typical $550K	$11M	20	0%
Heritage Drive Wealth Management LLC	High $910K	$18M	20	75%
Northpoint Advisory LLC	Very High $5.1M	$100M	20	100%
Pickwick Wealth Management	Typical $570K	$11M	20	10%
White Brook Capital	High $900K	$18M	20	85%
Wynstone Investment Advisors, LLC.	Typical $520K	$10M	20	100%
Ares-Bound Capital	Very Low $24K	$460K	19	0%
Cardinal Mark LLC	Typical $640K	$12M	19	42%
HG Wealth Management, LLC	Very High $1.8M	$35M	19	63%
Lakshmi Wealth Management LLC	Very High $1.5M	$29M	19	84%
Spectrum Advisers, LLC	High $1.4M	$26M	19	37%
Veracity Wealth Management LLC	Very High $2.6M	$49M	19	58%
Brian Thompson Financial	High $1.1M	$19M	18	17%
BWM LLC	High $1.1M	$20M	18	100%
Kortenkamp, Joshua F	Low $410K	$7.4M	18	33%
The Other 90 Financial, LLC	High $820K	$15M	18	28%
ConCap LLC	Low $400K	$6.7M	17	18%
Gambit Asset Management	Very High $1.9M	$33M	17	65%
Lelah Financial, LLC	Typical $530K	$9M	17	0%
Lemley Yarling Management Co	Typical $710K	$12M	17	24%
Newport Investment Advisors, Inc.	High $1.2M	$21M	17	94%
Pavilion Financial Planning	Low $250K	$4.3M	17	0%
JH Kaufman LLC	Typical $580K	$9.2M	16	0%
SMR Strategic Investments, LLC	Typical $610K	$9.7M	16	50%
Vidarrow Investment Advisors	High $790K	$13M	16	38%
Defender Asset Management LLC	Very High $2.4M	$36M	15	27%
Elite-Pro Wealth Advisors LLC	Very Low $6.7K	$100K	15	0%
Equity Management, Inc.	Typical $700K	$10M	15	7%
Lamke Financial LLC	—	—	15	0%
MJC Financial Fitness LLC	Very Low $120K	$1.8M	15	20%
Northwood Wealth Management, LLC	High $1.1M	$16M	15	67%
ATK Financial Prosperity	Very Low $120K	$1.6M	14	0%
Clark Lewis	Very Low $95K	$1.3M	14	0%
DA Wealth Advisors	Typical $620K	$8.7M	14	86%
Hightower & Boler, LLC	Low $300K	$4.2M	14	0%
Karstens Wealth	Very Low $200K	$2.9M	14	7%
Kevin Hebson & Company	Very High $1.6M	$22M	14	43%
McDevitt & Bird Investment Management Co	Typical $630K	$8.9M	14	21%
MOA Advisory & Financial Services Co	—	—	14	0%
Obar Wealth Management LLC	Very Low $160K	$2.3M	14	7%
Tilatti Wealth Management LLC	Low $300K	$4.2M	14	21%
Van Ake Capital LLC	Very High $1.7M	$23M	14	0%
Wentsel Wealth Management, LLC	Very High $1.4M	$20M	14	64%
Yunistone Investment Group, LLC	Very High $8.5M	$120M	14	93%
Altruity Wealth	Very High $2.5M	$33M	13	23%
Daniel Island Wealth Management, LLC	Very High $1.5M	$19M	13	54%
GGCFO Advisors	Very High $7.7M	$100M	13	0%
Honeyguide Capital Partners	Very Low $57K	$740K	13	0%
Rabkin Advisors LLC	Typical $540K	$7M	13	0%
Royalty Wealth Management, Inc.	High $1.1M	$15M	13	0%
Willenbrock Financial Planning	Typical $470K	$6.1M	13	31%
Bishop Financial Services LLC	Low $390K	$4.7M	12	0%
Cantebury Capital, Inc.	High $1.1M	$13M	12	100%
Clancy Capital Advisors LLC	High $1.1M	$13M	12	42%
Family First Wealth Management	High $1.4M	$16M	12	50%
Financial Illumination Advisors, LLC	—	—	12	0%
Financial Synergy, Inc.	Typical $550K	$6.6M	12	25%
Great Mountain Capital Management LLC	Low $410K	$4.9M	12	100%
Lake Effect Wealth LLC	Very High $1.4M	$17M	12	58%
Todt Investment Management LLC	Very High $1.6M	$20M	12	0%
Addison Asset Management, LLC	Typical $480K	$5.2M	11	100%
Grosse Point Capital Management	Very Low $130K	$1.5M	11	9%
Independent Wealth, LLC	—	—	11	0%
Investment Navigation LLC	Low $370K	$4.1M	11	55%
Irontree Advisors LLC	High $1.2M	$14M	11	45%
Nichols Wealth Advisors	High $880K	$9.7M	11	55%
Wealth Management Associates, Inc.	Very High $7M	$77M	11	100%
Wysopal Wealth	Typical $610K	$6.7M	11	55%
Appleby Advisory LLC	—	—	10	0%
Armory Oak Wealth LLC	Typical $460K	$4.6M	10	0%
Avenue 90	High $950K	$9.5M	10	0%
Bright Lantern Financial LLC	Very High $2.6M	$26M	10	100%
Diversey Capital, LLC	—	—	10	0%
DMC Capital Management Inc	—	—	10	0%
Eiduk Tax and Wealth	Very Low $150K	$1.5M	10	0%
Endeavor Investment Management, LLC	—	—	10	0%
Essential Financial Strategies	Very Low $0	$0	10	0%
Frank A. Neaylon, LLC	—	—	10	0%
Galvanize Wealth LLC	High $1.3M	$13M	10	50%
Gamma Group	—	—	10	0%
Kuhl Investments Inc.	—	—	10	0%
Lake Life Wealth Advisory Group	Very Low $0	$0	10	0%
Levin & Levy, LLP	—	—	10	0%
Maley Financial Planning	—	—	10	0%
Renz Financial Group, LLC	—	—	10	0%
Scherrer Financial Services	Low $300K	$3M	10	0%
Two Fish Management	Very High $1.7M	$17M	10	100%
VanderKloot & Company, P.C.	—	—	10	0%
Ameribanc Corporation	Low $400K	$3.6M	9	0%
Companions on Your Journey	Very Low $210K	$1.9M	9	0%
Dream Weaver Financial Planning LLC	Low $250K	$2.3M	9	11%
FPG Wealth	Very High $2.8M	$25M	9	100%
Lockyer Investments	Low $250K	$2.3M	9	11%
Missio Investment Management LLC	Very High $2.7M	$24M	9	67%
Pinnacle Planning Advisors, LLC	Typical $560K	$5M	9	0%
Salt Creek Hills Money, Ltd.	Low $300K	$2.7M	9	22%
Stoken Asset Management LLC	Typical $540K	$4.8M	9	100%
Veridian Private Wealth Management	Very High $1.6M	$14M	9	67%
Barnett Capital Management, LLC	Very High $3.6M	$29M	8	100%
BDB Wealth Advisors LLC	Very Low $140K	$1.1M	8	0%
Conrad A. May, CPA, P.C.	Very High $12M	$93M	8	63%
Edvestment Solutions L.L.C.	Typical $560K	$4.5M	8	0%
Encompass Wealth Management LLC	Very High $1.4M	$11M	8	88%
Harman Investment Advisors	Low $370K	$3M	8	0%
Maplewood Wealth	Low $440K	$3.5M	8	13%
Naperville Private Wealth, LLC	Typical $520K	$4.2M	8	0%
Reserve Fund Advisers	Very Low $130K	$1M	8	0%
Terrapene Capital	Very Low $110K	$850K	8	0%
VU Financial Services, Inc.	Low $440K	$3.5M	8	50%
White Crest Capital	Very High $1.4M	$11M	8	100%
Wright Benefit Advisors Inc.	Typical $740K	$5.9M	8	38%
Amplio Wealth	Very High $3.2M	$22M	7	71%
Convexity Investments LLC	Low $440K	$3.1M	7	57%
Elite Investment Advisors, LLC	Low $340K	$2.3M	7	14%
Foresight Wealth Advisors	Very High $17M	$120M	7	100%
Haven Financial Solutions, Inc	Very High $2.1M	$15M	7	86%
JM Lotshaw Consulting	High $1.1M	$7.9M	7	14%
Long Run Investment Management, LLC	Very High $1.7M	$12M	7	0%
Revise	High $1.3M	$9M	7	100%
SRC Capital Management	Very Low $200K	$1.4M	7	0%
Andover Investment Management	High $1M	$6M	6	0%
Considerate Capital, LLC	Very High $1.5M	$8.7M	6	67%
D/B/A Financial Awareness Institute	Very High $2.5M	$15M	6	50%
Huckstep Asset Management, LLC	Very Low $45K	$270K	6	0%
JDN Financial LLC	Very Low $190K	$1.1M	6	50%
Orbit Financial Planning and Investments	Low $460K	$2.7M	6	0%
Pluto Wealth Management	Low $260K	$1.5M	6	0%
Sound Financial Solutions, Inc.	Very Low $0	$0	6	33%
SVN Capital, LLC	Typical $520K	$3.1M	6	100%
TBG Investing	Typical $570K	$3.4M	6	0%
York Wealth Management, LLC	Very Low $44K	$270K	6	0%
Aegis Wealth Partners, LLC	Very Low $190K	$930K	5	0%
Castling Financial Planning, Ltd.	—	—	5	0%
Echo Prudent Capital LLC	Very High $2.3M	$11M	5	100%
Elite Focus Private Wealth, LLC	Very High $3M	$15M	5	0%
Gary Fabian and Associates Incorporated	Very Low $24K	$120K	5	0%
Gray Colt Financial Planning LLC	Very Low $140K	$700K	5	0%
Independent Investment Advisor, LLC	Typical $560K	$2.8M	5	20%
North Pointe Financial Advisors, Inc	Typical $480K	$2.4M	5	0%
Pinnacle Peak Capital Management LLC	High $790K	$4M	5	40%
Rockford Asset Management LLC	Very Low $230K	$1.1M	5	0%
Aurea Investments LLC	Very Low $75K	$300K	4	100%
Financial Planning, Asset Management	Typical $530K	$2.1M	4	0%
Keybridge Capital	Very High $1.4M	$5.6M	4	50%
Magna Vis Capital	Very Low $16K	$64K	4	0%
Midwest Retirement Partners, LLC	Very Low $32K	$130K	4	0%
Barnhart Investment Advisory	Very High $1.8M	$5.3M	3	67%
Michael J.. Schussele, CPA	—	—	3	0%

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