AUM per client for Independent firms serving clients in Michigan

Independent firms active in Michigan 278 firms
Very Low $18K-$140K
Low $140K-$310K
Typical $310K-$560K
High $560K-$1M
Very High $1M-$2.1M
5th 20th 40th 60th 80th 95th

Median: $390K

Firm
AUM/client
AUM
Clients
HNW client %
320 Life Financial Planning logo 320 Life Financial Planning
$0
Anomaly Advisors logo Anomaly Advisors
ApepA Advisors LLC logo ApepA Advisors LLC
$0
Bell Financial Planning logo Bell Financial Planning
$440K
Birmingham Capital LLC logo Birmingham Capital LLC
Brohl Financial LLC
Cedar Grove Capital Management logo Cedar Grove Capital Management
Crystal Coast Wealth Advisors LLC
Delta Financial, Inc. logo Delta Financial, Inc.
$0
DIB Investment Management LLC
Elevated Performance Investment Group, LLC logo Elevated Performance Investment Group, LLC
$0
First Dollar Saved LLC logo First Dollar Saved LLC
FITSHA Consulting
$0
Forsythia Financial logo Forsythia Financial
$530K
Fountainhead Financial Management, Inc. logo Fountainhead Financial Management, Inc.
Freedom Financial Consulting
Freedom Formula Wealth Management
FUTR Wealth Management LLC logo FUTR Wealth Management LLC
Greydog Financial
Kalaj Capital logo Kalaj Capital
LOTV Planning & Consulting logo LOTV Planning & Consulting
Lyman Financial
Manitou Capital Management, Inc.
$0
Mason-McBride Capital Advisors, LLC logo Mason-McBride Capital Advisors, LLC
MD Advice Financial
Meadowbrook Asset Management, LLC logo Meadowbrook Asset Management, LLC
Measured Path Capital, LLC
Mitch Lyons Wealth LLC logo Mitch Lyons Wealth LLC
Murray Strategic Investment LLC
$120K
On Track to Retire LLC
$0
Pacifica Legacy logo Pacifica Legacy
$0
Predmore Advisors LLC
$450K
Ruby Financial logo Ruby Financial
$0
Scale Investment Group logo Scale Investment Group
$1.9M
Schafer Investment Group, Inc.
$52K
SDC Advisory, LLC
$0
Sea Suite Financial LLC logo Sea Suite Financial LLC
$0
Solomon Capital Partners LLC
Sound Financial Planning LLC logo Sound Financial Planning LLC
The Ryan Group Portfolio Design LLC
$930K
Tower Ridge Investment Management LLC logo Tower Ridge Investment Management LLC
$0
Triumph Investment Advisory Group, LLC logo Triumph Investment Advisory Group, LLC
Wealth Management Institute, Inc. logo Wealth Management Institute, Inc.
Wellsage Wealth Management LLC logo Wellsage Wealth Management LLC
$0
Williamson Ross Financial logo Williamson Ross Financial
Wittfit Financial LLC logo Wittfit Financial LLC
Innermost Wealth Management, LLC logo Innermost Wealth Management, LLC
Very Low $0
$0
1
0%
Milieu Personal Finance LLC
Typical $390K
$390K
1
0%
Nylrem Asset Management, LLC
1
0%
Institute of Trade Management logo Institute of Trade Management
Very Low $0
$0
2
0%
Noble Street Wealth Management logo Noble Street Wealth Management
Very Low $19K
$38K
2
0%
Scout Financial Planning
Very Low $0
$0
2
0%
Ballers and Associates
3
0%
Daniel Ryan Financial LLC logo Daniel Ryan Financial LLC
Typical $500K
$1.5M
3
33%
Sensible Financial Solutions, LLC logo Sensible Financial Solutions, LLC
Low $200K
$590K
3
0%
Glass Retirement Strategies, Inc. logo Glass Retirement Strategies, Inc.
Low $310K
$1.2M
4
100%
Jamerson-Crosby Investment Advisors LLC
Very Low $75K
$300K
4
0%
Laurentine Investments LLC logo Laurentine Investments LLC
Very High $1M
$4.1M
4
100%
Socrates Financial Planning logo Socrates Financial Planning
Very Low $0
$0
4
0%
Asset Architects, LLC logo Asset Architects, LLC
Very Low $0
$0
5
0%
Brookwood Financial Services logo Brookwood Financial Services
Very Low $53K
$270K
5
0%
Dobbins Capital Management
Very Low $39K
$190K
5
0%
Grad Wealth Management PLLC
Typical $330K
$1.6M
5
0%
Griffon Investment Advisors Incorporated
High $680K
$3.4M
5
40%
Kastler Financial Planning logo Kastler Financial Planning
Very Low $60K
$300K
5
0%
Mirror Lake Wealth Management, LLC
Very High $1.6M
$7.9M
5
100%
Orcus Investment Advisors, LLC logo Orcus Investment Advisors, LLC
Very High $1.2M
$5.8M
5
0%
Planpath Financial logo Planpath Financial
Low $250K
$1.3M
5
0%
Planvesting, LLC logo Planvesting, LLC
Very High $2.3M
$12M
5
40%
Efficient Planning Solutions LLC logo Efficient Planning Solutions LLC
Low $180K
$1.1M
6
0%
Kennedy Investment Counsel LLC logo Kennedy Investment Counsel LLC
Very High $1.9M
$12M
6
33%
Pierce Financial LLC logo Pierce Financial LLC
Typical $330K
$2M
6
0%
Fiducial Partners LLC
Low $210K
$1.5M
7
0%
Fuleihan, Camille, Farid
Very High $2.4M
$17M
7
100%
Precision Vector Financial logo Precision Vector Financial
Very Low $81K
$570K
7
0%
RJB Investment Advisory Services, LLC
High $650K
$4.6M
7
29%
Select Financial Services Group, Inc. logo Select Financial Services Group, Inc.
Very Low $0
$0
7
0%
Sullivan Dunn Wealth Management
Very High $1.4M
$9.8M
7
29%
Tetra Wealth Management logo Tetra Wealth Management
Very Low $99K
$690K
7
0%
Blumberg B+V Advisors, LLC
Very High $2.5M
$20M
8
50%
Boardwalk Wealth Management logo Boardwalk Wealth Management
Low $220K
$1.8M
8
25%
Calado Capital logo Calado Capital
Very Low $72K
$570K
8
0%
Cole Investment Advisors, Inc.
Typical $480K
$3.9M
8
13%
Full Bloom Financial logo Full Bloom Financial
Low $170K
$1.4M
8
13%
Grand Street Wealth Management, LLC logo Grand Street Wealth Management, LLC
High $870K
$6.9M
8
38%
Grit and Lavender Financial Planning logo Grit and Lavender Financial Planning
Very Low $120K
$960K
8
0%
Whistle Stop Financial Advice logo Whistle Stop Financial Advice
Very Low $66K
$530K
8
0%
Haven Financial Partners LLC
High $840K
$7.6M
9
0%
KB Wealth Management, LLC logo KB Wealth Management, LLC
Very High $1.4M
$12M
9
56%
Paycheck to Wealth, LLC logo Paycheck to Wealth, LLC
Very Low $0
$0
9
0%
Wellspring Investing logo Wellspring Investing
High $890K
$8M
9
11%
Action Point Retirement Group LLC logo Action Point Retirement Group LLC
Very Low $120K
$1.2M
10
0%
Bowen Financial Planning LLC logo Bowen Financial Planning LLC
Low $210K
$2.1M
10
0%
Henchmen Partners logo Henchmen Partners
Very Low $13K
$130K
10
0%
Adestella Investment Management LLC logo Adestella Investment Management LLC
Low $160K
$1.7M
11
100%
Alpha Investment Management, Inc.
Very High $1.6M
$18M
11
91%
Hardy Financial Planning logo Hardy Financial Planning
Very High $1.4M
$15M
11
0%
MJS Capital Inc. logo MJS Capital Inc.
Low $260K
$2.9M
11
0%
Vedanta Sentinel Investment Advisors logo Vedanta Sentinel Investment Advisors
Typical $350K
$3.8M
11
27%
Donner's Financial Services Inc. logo Donner's Financial Services Inc.
Very Low $55K
$660K
12
0%
Neville Wealth Management logo Neville Wealth Management
Very High $1.3M
$16M
12
100%
Tribble Financial Planning logo Tribble Financial Planning
12
0%
Weather Eye Advisors, Inc. logo Weather Eye Advisors, Inc.
Typical $370K
$4.4M
12
0%
Abram Asset Management
High $620K
$8.1M
13
0%
Conklin Financial Management, LLC logo Conklin Financial Management, LLC
Very Low $110K
$1.4M
13
0%
Glass City Capital Management, LLC
Typical $460K
$5.9M
13
0%
Dishow Wealth Management LLC logo Dishow Wealth Management LLC
Very Low $100K
$1.4M
14
7%
Falconer Group
Very High $2.6M
$37M
14
57%
Kaunisto Capital L.L.C.
Very Low $96K
$1.3M
14
21%
Meridian Asset Management
High $630K
$8.8M
14
0%
Whale Shark Financial LLC logo Whale Shark Financial LLC
Typical $530K
$7.4M
14
21%
Belle Eve Financial logo Belle Eve Financial
Very High $2.3M
$35M
15
47%
Objective Investments, LLC
Low $220K
$3.3M
15
0%
Advosion logo Advosion
Very High $2M
$32M
16
38%
AverTrust Wealth LLC logo AverTrust Wealth LLC
Very Low $82K
$1.3M
16
0%
Newage Advisors LLC logo Newage Advisors LLC
High $940K
$15M
16
0%
Freedom Financial Planning Solutions, LLC logo Freedom Financial Planning Solutions, LLC
Very Low $130K
$2.2M
17
6%
George Papadopoulos, Cpa/Pfs,Cfp logo George Papadopoulos, Cpa/Pfs,Cfp
Very High $4.1M
$70M
17
94%
Golden Goose Wealth Planning logo Golden Goose Wealth Planning
Low $290K
$4.9M
17
0%
Personal Wealth Management, LLC logo Personal Wealth Management, LLC
Typical $370K
$6.3M
17
35%
Vartanian Capital Management
Very High $1.2M
$21M
17
0%
Chessie Advisors, LLC logo Chessie Advisors, LLC
High $710K
$13M
18
28%
Cornerstone Asset Management, LLC logo Cornerstone Asset Management, LLC
Very Low $130K
$2.3M
18
0%
Creo Global Capital LLC
High $880K
$23M
16
56%
Namesake Group logo Namesake Group
High $630K
$11M
18
0%
Physicians' Financial L.C. logo Physicians' Financial L.C.
Very Low $29K
$530K
18
78%
Reinhart Asset Management LLC logo Reinhart Asset Management LLC
Low $160K
$2.9M
18
0%
Underhill Investments, LLC logo Underhill Investments, LLC
Typical $310K
$5.6M
18
28%
Global Portfolio Services LLC
High $650K
$12M
19
11%
Martin W. Rosenzveig & Co., LLC
Very High $1.1M
$22M
19
47%
Olive Tree Asset Management logo Olive Tree Asset Management
High $660K
$13M
19
47%
Weil Enterprises, Inc.
Very High $2.1M
$40M
19
0%
C&D Wealth Advisors logo C&D Wealth Advisors
Very High $1.3M
$26M
20
55%
Cultivate Financial Wellness, LLC logo Cultivate Financial Wellness, LLC
High $820K
$16M
20
25%
GilliKin Advisors Limited
Very High $1.6M
$32M
20
0%
Hallgren Financial LLC
Very High $3M
$59M
20
20%
Investors Management Services Inc
High $560K
$11M
20
100%
Pointe Equity Partners LLC
High $750K
$15M
20
0%
Richard A. Stebbins CPA CFP CMFC
High $620K
$12M
20
0%
State Street Financial Advisors, LLC
Very Low $0
$0
20
15%
Conway Asset Management, Inc.
Very High $1.7M
$35M
21
38%
MGC Capital
Typical $310K
$6.9M
22
14%
Pathway Financial Planning logo Pathway Financial Planning
Very High $1.7M
$38M
22
0%
True Wealth Retirement Partners, LLC logo True Wealth Retirement Partners, LLC
High $770K
$17M
22
27%
CES Investment Strategies logo CES Investment Strategies
High $960K
$22M
23
35%
IAM Financial logo IAM Financial
Very High $1.8M
$41M
23
74%
Soo Financial L.L.C.
High $980K
$23M
23
35%
Third Coast Securities LLC
Low $240K
$5.4M
23
17%
Clearview Capital logo Clearview Capital
Very High $1.2M
$28M
24
42%
Investment Initiatives, LLC
Typical $550K
$13M
24
33%
Maxwell Investment Advisory Services
Typical $390K
$9.2M
24
21%
Personal Financial Advice & Insights, LLC logo Personal Financial Advice & Insights, LLC
24
0%
Retirement & Investment Planning, Inc. logo Retirement & Investment Planning, Inc.
Low $200K
$4.8M
24
0%
Security Financial Advisors,LLC
High $780K
$19M
24
29%
XLM Capital Management
Very High $4M
$97M
24
100%
Compound Value Advisers, LLC logo Compound Value Advisers, LLC
Very High $1.1M
$28M
25
72%
Heath Capital Management, Inc. logo Heath Capital Management, Inc.
Very High $1.5M
$37M
25
0%
MNM Vested, LLC logo MNM Vested, LLC
25
0%
Ridge Investment Advisors logo Ridge Investment Advisors
Very High $1.5M
$38M
25
64%
3A Financial Group, LLC
Typical $450K
$12M
26
0%
Convert Financial Services LLC
Very Low $77K
$2M
26
0%
Core Financial Planning logo Core Financial Planning
26
19%
Dushane Management, Inc. logo Dushane Management, Inc.
Typical $490K
$13M
27
15%
Fintentional LLC logo Fintentional LLC
High $750K
$20M
27
59%
Independent Financial Services
Very Low $53K
$1.4M
27
0%
Magna Advisors
Very Low $100K
$2.8M
27
33%
West Loop Financial LLC logo West Loop Financial LLC
Very High $1.7M
$45M
27
67%
DCO Capital Management LLC logo DCO Capital Management LLC
High $860K
$24M
28
79%
Vermeulen Capital Management
High $870K
$24M
28
0%
Wolakota Financial Advisors logo Wolakota Financial Advisors
Low $300K
$8.5M
28
0%
Horton Financial Planning LLC
Very Low $0
$0
29
100%
Park Investments and Consulting LLC logo Park Investments and Consulting LLC
High $890K
$26M
29
52%
Stamford Bridge Wealth Management LLC logo Stamford Bridge Wealth Management LLC
High $670K
$19M
29
45%
Banyan Asset Management, Inc. logo Banyan Asset Management, Inc.
High $900K
$27M
30
30%
Ferris Financial Services, L.L.C.
High $970K
$29M
30
17%
PDM Investment Services, LLC logo PDM Investment Services, LLC
Very High $1.1M
$33M
30
50%
The Financial Planning Company logo The Financial Planning Company
Typical $380K
$12M
31
29%
Black Diamond Investment Group,Inc.
Low $220K
$6.9M
32
0%
Dorchester Advisors LLC logo Dorchester Advisors LLC
Very High $2.1M
$68M
32
72%
Haas Financial Services Inc logo Haas Financial Services Inc
Very Low $140K
$4.4M
32
0%
Side-By-Side Financial Planning, LLC logo Side-By-Side Financial Planning, LLC
32
0%
Simmons Financial Services, Inc.
Very Low $41K
$1.3M
32
0%
Tailwind Wealth Management, LLC
Very High $1.2M
$38M
32
34%
Verdura Wealth Management, LLC
Typical $320K
$10M
32
9%
Calvert Planning Corporation
High $570K
$19M
33
45%
SkySail Wealth Management LLC
High $640K
$21M
33
15%
DrivenWealth, LLC logo DrivenWealth, LLC
High $800K
$27M
34
100%
Sequence Analytix, LLC
Very High $1.1M
$37M
34
24%
Taylor Strategic Wealth Management, LLC logo Taylor Strategic Wealth Management, LLC
Typical $470K
$16M
34
38%
Colloquium Asset Management, Inc. logo Colloquium Asset Management, Inc.
Low $140K
$4.9M
35
0%
Reliance Capital Holdings, LLC
Low $140K
$4.9M
35
0%
ARK Advisors, LLC
Very High $1.6M
$56M
36
0%
46 and 2 Investment Advisors, LLC logo 46 and 2 Investment Advisors, LLC
Very High $1.4M
$52M
37
54%
Brigman Wealth Management
Low $140K
$5.4M
38
0%
University Wealth Advisors LLC logo University Wealth Advisors LLC
High $690K
$26M
38
13%
4Square Advisory Services, Inc. logo 4Square Advisory Services, Inc.
Typical $500K
$20M
39
13%
JDV Wealth Advisors, LLC logo JDV Wealth Advisors, LLC
Low $150K
$6.1M
40
0%
Long Lake Capital Management, LLC logo Long Lake Capital Management, LLC
Very High $1.1M
$42M
40
58%
Marin Financial LLC
Low $230K
$9M
40
10%
Oliver Financial Planning LLC logo Oliver Financial Planning LLC
Very Low $0
$0
40
88%
R.J. Sutts & Company logo R.J. Sutts & Company
Low $280K
$11M
40
0%
Wendt Financial Advisors, LLC logo Wendt Financial Advisors, LLC
Very High $2.2M
$88M
40
68%
Rich Michaels Investments, LLC logo Rich Michaels Investments, LLC
Low $230K
$9.3M
41
0%
KRS Capital Management, LLC logo KRS Capital Management, LLC
Very High $4.5M
$190M
42
81%
Lamberson Knight Wealth Management LLC logo Lamberson Knight Wealth Management LLC
Low $180K
$7.7M
42
0%
Robert Charles Capital Management
Very High $2.5M
$110M
42
67%
Ford Financial Fitness
Typical $310K
$13M
43
2%
Straitgate Financial L.L.C. logo Straitgate Financial L.L.C.
Typical $420K
$18M
43
12%
Coriander Financial Group LLC logo Coriander Financial Group LLC
Very High $1.4M
$63M
44
5%
Don A. Slabaugh, LLC logo Don A. Slabaugh, LLC
High $780K
$34M
44
39%
GK Private Wealth Partners LLC logo GK Private Wealth Partners LLC
Typical $390K
$17M
44
36%
Alliance Advisors Wealth Management LLC logo Alliance Advisors Wealth Management LLC
Typical $330K
$15M
45
0%
John M. Leonard, LLC logo John M. Leonard, LLC
High $700K
$32M
45
24%
RAPIDS FINANCIAL LLC logo RAPIDS FINANCIAL LLC
Very Low $120K
$5.5M
45
0%
Bespoke Financial Planning, LLC logo Bespoke Financial Planning, LLC
Low $270K
$13M
47
6%
UsaWorld Capital LLC logo UsaWorld Capital LLC
Very Low $100K
$4.9M
47
0%
Waterford Financial Management, LLC logo Waterford Financial Management, LLC
High $940K
$44M
47
17%
I Am, Inc. logo I Am, Inc.
Very Low $0
$0
48
8%
Mangotree Capital, LLC logo Mangotree Capital, LLC
High $800K
$38M
48
63%
Daniel Investments, Inc. logo Daniel Investments, Inc.
Very High $1.2M
$60M
49
12%
1st Securities Management, Inc logo 1st Securities Management, Inc
Very Low $0
$0
50
4%
Diversified Consumer Planning LLC logo Diversified Consumer Planning LLC
Low $190K
$9.7M
50
4%
Kuli Capital Management
Typical $330K
$17M
50
0%
Wealth Management Partners of Michigan, LLC
Typical $310K
$16M
50
0%
Salehi Wealth Management, LLC
Low $300K
$15M
51
20%
Summit Wealth Strategies Group, LLC
High $950K
$48M
51
29%
Diversified Consumer Planning
Low $140K
$7.5M
52
0%
Geddi Capital LLC logo Geddi Capital LLC
Very Low $58K
$3.1M
53
0%
Lineguard Investments, LLC logo Lineguard Investments, LLC
High $800K
$42M
53
28%
Voorman Investment Counsel LLC logo Voorman Investment Counsel LLC
Typical $420K
$22M
53
13%
Face 2 Face Financial Planning, LLC logo Face 2 Face Financial Planning, LLC
Typical $550K
$30M
54
2%
RK Asset Management logo RK Asset Management
Very High $1.2M
$66M
57
56%
Fitzpatrick Financial Solutions, LLC
Typical $330K
$19M
58
2%
Isadore Private Wealth, LLC logo Isadore Private Wealth, LLC
Low $200K
$12M
58
12%
Professional Analysts, LLC logo Professional Analysts, LLC
High $650K
$38M
58
0%
RMG Advisory Services logo RMG Advisory Services
Typical $410K
$24M
58
14%
Randazzo Capital Management, LLC logo Randazzo Capital Management, LLC
Typical $390K
$23M
59
8%
Antonio Stokes Advisors logo Antonio Stokes Advisors
Very Low $130K
$7.9M
60
17%
Bakalis Financial Inc.
Typical $470K
$28M
60
13%
DC & Associates
Typical $320K
$19M
60
3%
Naylor Asset Management, LLC logo Naylor Asset Management, LLC
High $700K
$42M
60
33%
Armor Wealth Strategies, LLC logo Armor Wealth Strategies, LLC
Low $240K
$15M
62
8%
Genfi LLC logo Genfi LLC
High $740K
$46M
62
45%
Retirement Capital Services LLC logo Retirement Capital Services LLC
Low $160K
$10M
63
0%
Simple Portfolio Management, Inc. logo Simple Portfolio Management, Inc.
Very High $1.9M
$120M
63
48%
SW Advisors, LLC logo SW Advisors, LLC
Low $250K
$16M
63
0%
Association Financial Services, LLC logo Association Financial Services, LLC
Very Low $63K
$4M
64
0%
DV Kill Advisory Services, LLC
Very Low $80K
$5.1M
64
0%
Liberty Financial Planning, Inc. logo Liberty Financial Planning, Inc.
Very Low $0
$0
64
52%
Mcn Investment Management Co. logo Mcn Investment Management Co.
Very High $1.4M
$90M
65
23%
Schmerge Executive Planning Services, Inc. logo Schmerge Executive Planning Services, Inc.
High $640K
$42M
65
22%
Wolverine Wealth Advisory Services Inc.
Very High $2M
$130M
65
48%
MMI Asset Management Services, LLC logo MMI Asset Management Services, LLC
Low $210K
$14M
66
20%
MSDR Partners, LLC logo MSDR Partners, LLC
Typical $390K
$26M
66
0%
Saunders Financial LLC logo Saunders Financial LLC
Very High $1M
$69M
66
39%
Rollingwave Capital logo Rollingwave Capital
Typical $310K
$21M
67
40%
Zephyr Advisers
Very Low $78K
$5.3M
67
0%
Front Street Wealth Management logo Front Street Wealth Management
Very High $1.4M
$97M
68
44%
Behlke Financial logo Behlke Financial
Typical $420K
$29M
69
0%
Confidential Management Advisors, Inc. logo Confidential Management Advisors, Inc.
Very High $2.3M
$160M
69
74%
Faithful Steward Wealth Management, Inc.
Very Low $140K
$9.6M
71
1%
MarketStrats, LLC logo MarketStrats, LLC
High $660K
$47M
71
42%
Northpointe Investment Advisory, LLC
Very High $1.1M
$75M
71
30%
Watershed Wealth logo Watershed Wealth
Low $250K
$18M
71
10%
Harbor Light Planning logo Harbor Light Planning
Very High $1.5M
$110M
72
71%
Tamma Capital LLC logo Tamma Capital LLC
High $570K
$41M
72
28%
Lake Jericho, LLC logo Lake Jericho, LLC
Typical $430K
$32M
73
29%
Global Wealth Advisors LLC logo Global Wealth Advisors LLC
Very High $1.4M
$100M
74
51%
Recker Financial LLC logo Recker Financial LLC
Low $250K
$19M
76
3%
Able Wealth Management Solutions LLC logo Able Wealth Management Solutions LLC
Typical $410K
$32M
77
23%
Deller Wealth Management LLC logo Deller Wealth Management LLC
Low $280K
$22M
79
25%
Morter Investment Management LLC
Very Low $120K
$9.5M
79
0%
Mueller Asset Management
High $560K
$45M
80
4%
Villaire Financial, LLC logo Villaire Financial, LLC
Very Low $23K
$1.8M
80
0%
Macino Financial, LLC logo Macino Financial, LLC
Low $150K
$13M
83
0%
Phibbs Financial logo Phibbs Financial
Typical $320K
$27M
83
2%
Upbeat Financial logo Upbeat Financial
Low $240K
$20M
83
4%
Cardinal Financial Consultants, LLC logo Cardinal Financial Consultants, LLC
Low $210K
$18M
84
4%
Core Wealth Consultants, LLC logo Core Wealth Consultants, LLC
Typical $480K
$40M
85
20%
Sterling Advisory Group LLC logo Sterling Advisory Group LLC
Typical $350K
$30M
85
11%
Black Walnut Wealth Management logo Black Walnut Wealth Management
Very High $1.6M
$140M
86
47%
Forward Financial LLC logo Forward Financial LLC
High $890K
$78M
88
23%
Cook & Associates logo Cook & Associates
High $740K
$66M
89
28%
Heal Financial LLC logo Heal Financial LLC
Low $220K
$19M
89
0%
Simplified Financial Partners logo Simplified Financial Partners
High $820K
$73M
89
20%
Thomas Jones Financial LLC logo Thomas Jones Financial LLC
Typical $410K
$37M
90
0%
J Wilson Wealth Management logo J Wilson Wealth Management
Low $270K
$25M
91
24%
Summitview Advisors logo Summitview Advisors
High $730K
$68M
93
25%
Clarity Wealth Management LLC logo Clarity Wealth Management LLC
Very Low $100K
$9.9M
95
1%
Patriot Wealth Planners LLC logo Patriot Wealth Planners LLC
95
0%
Castle Wealth Group Investments LLC logo Castle Wealth Group Investments LLC
High $650K
$62M
96
10%
Plaisier Financial Group LLC
Very Low $90K
$8.7M
97
0%
New View Financial, LLC logo New View Financial, LLC
Low $270K
$26M
98
0%
Asset Preservation Capital, LTD logo Asset Preservation Capital, LTD
Low $190K
$19M
100
0%
Retirement Investment Advisors Inc. logo Retirement Investment Advisors Inc.
100
0%
Visionquest Financial Planning LLC logo Visionquest Financial Planning LLC
100
0%
Greenrock Wealth Management, LLC logo Greenrock Wealth Management, LLC
Typical $410K
$41M
101
17%
Reitz Capital Advisors LLC logo Reitz Capital Advisors LLC
High $1M
$100M
101
38%
M.A. Global Investment Advisor, LLC logo M.A. Global Investment Advisor, LLC
Very Low $100K
$11M
106
4%
ECF Wealth, Inc. logo ECF Wealth, Inc.
High $690K
$76M
109
22%
Derrin Leigh LLC
Low $260K
$29M
110
23%
Impact Investment Strategies, Inc
Typical $470K
$54M
113
13%
Equivest Financial Advisors LLC logo Equivest Financial Advisors LLC
Typical $520K
$64M
123
0%
Effective Assets logo Effective Assets
Very High $1.2M
$150M
124
33%
Elevation Financial LLC logo Elevation Financial LLC
Low $240K
$30M
125
0%
Ydream Financial Services, Inc. logo Ydream Financial Services, Inc.
High $1M
$130M
125
37%
Octo Capital, LLC logo Octo Capital, LLC
Very High $1.2M
$160M
135
56%
TreMonte Financial Consultants logo TreMonte Financial Consultants
Typical $470K
$63M
136
15%
Domo Capital Management, LLC logo Domo Capital Management, LLC
Low $180K
$25M
137
33%
A J Feldman Financial, LLC logo A J Feldman Financial, LLC
High $970K
$140M
140
22%
Jim Roberts Investment Advisors LLC logo Jim Roberts Investment Advisors LLC
Low $200K
$29M
144
14%
Loyd Financial Management Inc. logo Loyd Financial Management Inc.
High $890K
$130M
149
36%
Integrated Financial Planning Solutions, LLC logo Integrated Financial Planning Solutions, LLC
150
73%
Sullivan Investment Management LLC logo Sullivan Investment Management LLC
High $740K
$110M
151
0%
Equity Planning Group, Inc. logo Equity Planning Group, Inc.
Low $290K
$46M
157
6%
Our Investment Guy logo Our Investment Guy
Typical $370K
$60M
162
6%
LIFEGOALS FINANCIAL GROUP logo LIFEGOALS FINANCIAL GROUP
Typical $360K
$59M
163
0%
FinancialMD, LLC
Low $210K
$35M
164
0%
Tim Crawford CPA logo Tim Crawford CPA
Typical $330K
$57M
175
7%
Fitbux RIA LLC
Very Low $28K
$5.1M
180
0%
Advanced Financial Management, Inc. logo Advanced Financial Management, Inc.
Very Low $120K
$22M
184
46%
Advance Wealth Management Service, LLC logo Advance Wealth Management Service, LLC
Typical $460K
$89M
191
13%
Bridgeriver Advisors LLC logo Bridgeriver Advisors LLC
Typical $320K
$64M
200
4%
SunRift Capital Partners LLC logo SunRift Capital Partners LLC
Low $200K
$40M
205
3%
Wealth & Wellness Group, LLC logo Wealth & Wellness Group, LLC
Low $300K
$65M
218
6%
Skiver Investment Services logo Skiver Investment Services
Very Low $110K
$27M
239
4%
Affluent Solutions, LLC
240
0%
The Brock Group, LLC
Typical $370K
$94M
253
13%
Wealth Management Partners LLC
Low $250K
$64M
260
7%
Allen Financial Management logo Allen Financial Management
Typical $420K
$120M
288
13%
Structured Investment Advisors, LLC
Low $300K
$89M
299
24%
Koehler Financial Services, Inc. logo Koehler Financial Services, Inc.
Very Low $110K
$36M
329
0%
Worldwide Capital Advisors, LLC
Low $220K
$84M
380
8%
Fineberg Wealth Management, LLC logo Fineberg Wealth Management, LLC
Very Low $28K
$11M
390
1%
Patrick Financial Group LLC. logo Patrick Financial Group LLC.
Low $280K
$170M
603
0%
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