AUM per client for Independent firms serving clients in New Jersey

Independent firms active in New Jersey 378 firms

Very Low $20K-$210K

Low $210K-$410K

Typical $410K-$720K

High $720K-$1.3M

Very High $1.3M-$3M

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

Median: $540K

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Firm	AUM/client	AUM	Clients	HNW client %
Acorn Asset Management LLC	—	—	—	—
Advice to Thrive	—	—	—	—
Amber Wealth Advisors, LLC	—	—	—	—
AMD Wealth Management LLC	—	—	—	—
Archstone Capital Advisors	—	—	—	—
Artistic Wealth	—	$1.2M	—	—
Barr CPA LLC	—	—	—	—
Belov Consulting LLC	—	$280K	—	—
Beneficial Investment Advisory	—	—	—	—
Bonfrisco Wealth Management LLC	—	$0	—	—
Brinker Financial	—	—	—	—
Caldwell Fairfield Advisors	—	—	—	—
Caliber Investment Advisors, LLC	—	$0	—	—
CMC Wealth LLC	—	—	—	—
CNIV Financial Planning LLC	—	—	—	—
CoAdjutant Financial Planning Services	—	—	—	—
Darby Investment Services LLC	—	—	—	—
Dellith Wealth Advisory	—	—	—	—
Diversified Strategies LLC	—	$0	—	—
Dominion Wealth Advisors, LLC	—	—	—	—
Easytransfer Corporation	—	—	—	—
Feldman Financial Services, LLC	—	—	—	—
Five Point Investments	—	$320K	—	—
Fourth Wall Advisors LLC	—	$100K	—	—
Freedom Money Management LLC	—	$640K	—	—
Galstian, Shahe	—	—	—	—
GCVSVC1 LLC	—	—	—	—
Green Rock Advisors, LLC	—	—	—	—
Grosso Wealth Management LLC	—	$3.8M	—	—
Grundy Financial Advisory Services	—	$0	—	—
Hearthstead Financial, LLC	—	—	—	—
Heroic Financial LLC	—	—	—	—
Hillgate Financial, LLC	—	$0	—	—
Hofstetter, Cody L.	—	$0	—	—
Horicon Wealth Management	—	—	—	—
iEngage Asset Management LLC	—	$1.5M	—	—
IHP Wealth Management	—	$2.6M	—	—
INM Advisors, LLC	—	—	—	—
Inner Circle Platinum Advisors LLC	—	—	—	—
Innovative Wealth Partners, LLC	—	$0	—	—
Joshua Duvall Financial Planning & Accounting, LLC	—	—	—	—
Lasting Wealth Principles, LLC	—	$0	—	—
Longshore Wealth Management LLC	—	—	—	—
Lumbridge Research	—	—	—	—
Luxe Capital Management Inc.	—	—	—	—
Main & Wall Capital Management, Corp	—	—	—	—
Mantrana Advisors	—	—	—	—
Mark J. Angelo Financial Services	—	—	—	—
McGovern Financial Advisors, LLC	—	$0	—	—
Modoo Strategy LLC	—	$0	—	—
Pine Valley Private Wealth	—	$0	—	—
Randa Wealth Strategies	—	—	—	—
Sakthi Capital LLC	—	—	—	—
Savvy Asset Management LLC	—	$0	—	—
Securus Wealth Management	—	$0	—	—
Solid Street Capital Management	—	—	—	—
Stargazer Financial Planning	—	$0	—	—
Supportive Financial, LLC	—	$0	—	—
TCM Investment Management	—	—	—	—
TGF Assets	—	—	—	—
The Benchmark Group RIA Services, LLC	—	$0	—	—
Time Investment Advisers	—	$0	—	—
Tradealgo Wealth Management LLC dba Fincera	—	$0	—	—
Transparent Wealth Solutions	—	$0	—	—
TrueStar Financial Partners	—	—	—	—
VCM Wealth Advisors	—	—	—	—
Volpe Investments LLC	—	—	—	—
White Star Financial LLC	—	—	—	—
Whitetail Wealth Management	—	—	—	—
WRIGHT Investment Partners LLC	—	$2.8M	—	—
AJ Patti Advisors LLC	Very Low $0	$0	1	0%
Coroebus Wealth Management, LLC	—	—	1	0%
Kind Capital Wealth LLC	High $1.2M	$1.2M	1	0%
Kingston Horizon Advisors LLC	Very Low $100K	$100K	1	0%
Prima Innotech	Low $250K	$250K	1	0%
Skyy Financial Group, LLC	Very Low $110K	$110K	1	100%
Alpha Inertia Capital	Typical $480K	$970K	2	100%
BA Global Capital	Very Low $20K	$40K	2	0%
Chambers Capital, LLC	Very High $2.1M	$4.2M	2	100%
Corollary Capital LLC	Very Low $180K	$370K	2	100%
Fulcire Wealth Management, LLC	Typical $500K	$1M	2	100%
Oceanus Capital Management	Very High $2.8M	$5.5M	2	100%
Westpeak Financial	Very Low $170K	$350K	2	0%
YIN Financial Planning	—	—	2	0%
Financial Engineering LLC	Very Low $140K	$410K	3	0%
Massey Financial	Very High $1.3M	$4M	3	0%
The Haggerty Investment Group, LLC	Very High $9.2M	$28M	3	100%
Archedia Capital LLC	Low $240K	$960K	4	25%
ARPP	Very Low $0	$0	4	100%
Curbstone Advisors LLC	High $950K	$3.8M	4	0%
Family Wealth Counselors, LLC.	—	—	4	0%
Gaelin LLC	Low $220K	$870K	4	75%
NTB Advisory Services LLC	Very Low $0	$0	4	0%
Penta Capital Strategies LLC	Very Low $5.7K	$23K	4	0%
65 and Sunny! Registered Investment Advisors, LLC	Low $400K	$2M	5	0%
Ades Wealth Management Inc.	Very High $1.7M	$8.3M	5	100%
Ansonia Capital Advisors LLC	Low $390K	$2M	5	0%
Capuchin Capital	Typical $650K	$3.3M	5	100%
Charter Advisory Group	Very High $5.1M	$26M	5	100%
Edgewater Management Partners LLC	Typical $540K	$2.7M	5	100%
Grand Life Financial LLC	Very High $1.7M	$8.6M	5	100%
Lease Investment Advisors	—	—	5	0%
Mark Vogel Wealth Management, LLC	Very High $10M	$52M	5	80%
Newstead Capital Management	Typical $540K	$2.7M	5	100%
Oceanus Research LLC	Typical $600K	$3M	5	100%
Sigma Capital Management	Low $310K	$1.6M	5	40%
Clavis Capital Management, LLC	Very High $1.5M	$9.3M	6	100%
Efficient Planning Solutions LLC	Very Low $180K	$1.1M	6	0%
Fortune Financial	Very Low $140K	$850K	6	0%
Golden Lake LLC	Typical $710K	$4.3M	6	67%
Live Oak Financial Management	—	—	6	0%
PLAN2PROSPER LLC	Very High $1.6M	$9.3M	6	67%
Preakness Retirement Advisors, LLC	Very High $2.1M	$12M	6	100%
RACK Consulting LLC	High $780K	$4.7M	6	17%
Team Financial Planning	Typical $630K	$3.8M	6	33%
Lincoln Asset Management	Low $380K	$2.7M	7	71%
Nisiotis, Michael	—	—	7	0%
Sarkor Financial Advisors	Very Low $180K	$1.2M	7	14%
Sensus Investment Management	Very High $9.4M	$66M	7	0%
Westmore Asset Management	Very High $7.8M	$54M	7	43%
Ascent Capital Management, Inc.	Typical $490K	$3.9M	8	100%
Calrivan Wealth Management	Typical $490K	$3.9M	8	50%
Conviction Wealth Management LLC	Low $390K	$3.1M	8	25%
CTM Financial, LLC	High $1.3M	$10M	8	13%
Endowbridge Capital, LLC	Low $270K	$2.2M	8	100%
Guardian Solutions	Very Low $150K	$1.2M	8	0%
LBK Financial LLC	Very High $1.8M	$15M	8	63%
Neil E. Burns, LLC	Very Low $0	$0	8	0%
Roseheart Investment Advisors, LLC	Very High $3M	$24M	8	75%
Apostolic Financial Advisors, LLC	Typical $640K	$5.7M	9	22%
Fintech Wealth Management, LLC	Very Low $210K	$1.9M	9	0%
Johnson Capital Global Advisory L.L.C.	Very Low $180K	$1.6M	9	0%
Nisonoff & Quadrel Investment Management LLC	Very Low $63K	$570K	9	0%
Parkview Capital Management	Very Low $84K	$760K	9	0%
Quadram Capital LLC	Very Low $94K	$850K	9	0%
River Investment Corp	Typical $470K	$4.2M	9	0%
The SEB Group, Inc.	—	—	9	0%
Adviso Wealth	Low $360K	$3.6M	10	10%
Ambrozy & Associates, Inc.	—	—	10	0%
Full Court Strategic Wealth, LLC	Very High $4.8M	$48M	10	70%
GA Advisors LLC	High $880K	$8.8M	10	60%
Grand Ridge Capital, LLC	Typical $710K	$7.1M	10	100%
Lone Wolf Trading LLC	Very Low $61K	$610K	10	0%
Mindful Advisory, LLC	Typical $650K	$6.5M	10	0%
Mountainpoint Investment Advisors	High $1.2M	$12M	10	0%
Sterling Financial Management, Inc.	Typical $710K	$7.1M	10	0%
Swapnick, LLC	Very Low $77K	$770K	10	0%
Bridlewood Private Wealth LLC	Low $410K	$4.5M	11	0%
E. Magnus Oppenheim & Co. Inc.	High $860K	$9.5M	11	36%
Wavelet Advisors	High $870K	$9.6M	11	0%
Clearwater Investment Management LLC	Low $270K	$3.2M	12	0%
Fortune Capital Management LLC	Low $230K	$2.7M	12	67%
Harbor Wealth Management	Low $350K	$4.2M	12	17%
Mercer Financial Group, Inc.	High $960K	$12M	12	0%
Modesto Capital	Low $350K	$4.2M	12	58%
Patton Hall, LLC	Typical $620K	$7.4M	12	75%
Prescott, Adams and Group Inc.	—	—	12	0%
Champion Investments LLC	Low $270K	$3.5M	13	0%
Daceyholden Management, LLC	Low $320K	$4.2M	13	15%
Engel Capital	Very Low $18K	$230K	13	8%
Factor Investment Solutions, LLC	—	—	13	0%
One Across Capital, LLC	Typical $460K	$6M	13	23%
Onyx Wealth Management LLC	Very Low $75K	$980K	13	0%
Pandolfo Capital, LLC	High $800K	$10M	13	54%
Unlimited Capital Advisors LLC	Typical $580K	$7.5M	13	46%
Berunda Capital Management	High $800K	$11M	14	64%
Enduring Investments LLC	Low $250K	$3.5M	14	36%
Integrated Wealth Solutions, LLC	Typical $660K	$9.3M	14	43%
Kenobi Wealth	Typical $470K	$6.6M	14	0%
1-800-401K Plan.com, LLC	High $920K	$14M	15	0%
Arrington Financial Advisors, LLC	High $720K	$11M	15	0%
Chaikin Capital Management Inc.	Very High $3.7M	$56M	15	67%
OADE Financial	Very Low $0	$0	15	100%
Stewards Asset Management	Very Low $69K	$1M	15	0%
Wimer Investment Management	Very High $5.7M	$86M	15	7%
Align Financial Solutions	Very High $1.4M	$22M	16	81%
Aligning Wealth	Low $250K	$4M	16	0%
Hawkeye Investment Management LLC	Typical $560K	$9M	16	0%
Meyerowitz Investment Management	Typical $510K	$8.2M	16	50%
NPM Consulting, LLC	Very High $7.2M	$120M	16	0%
Obertlik Wealth Management LLC	Typical $530K	$8.6M	16	25%
Palmerton Financial Services, LLC	Typical $510K	$8.1M	16	0%
Wealth Planning Advisors LLC	Low $260K	$4.1M	16	0%
Client First Advisors, LLC	Typical $500K	$8.5M	17	47%
Co-Missions Financial Planning	Very Low $140K	$2.3M	17	24%
Noble Advisors, LLC	Low $410K	$6.9M	17	29%
Onroute Financial	Low $260K	$4.4M	17	0%
RetireSmart Consulting, LLC.	Very High $3.1M	$52M	17	82%
Sustainable Financial Planning	High $900K	$15M	17	35%
Bsquare Investalytix LLC	Typical $590K	$11M	18	61%
Buttfield & Associates	High $1M	$18M	18	28%
Cascio Wealth Management	Very Low $160K	$2.9M	18	0%
Certified Wealth Management & Investment LLC	High $1.2M	$22M	18	44%
Frank Capital Management LLC	Typical $440K	$7.9M	18	28%
Hanley Capital Management, LLC	Very High $3.6M	$66M	18	100%
MDC Financial Consulting, LLC	High $810K	$15M	18	33%
QEX Asset Management LLC	Typical $470K	$8.5M	18	0%
SecuraWealth	High $1.2M	$22M	18	0%
Stamberger Capital Management, LLC	Very High $3.7M	$66M	18	100%
ST GOLIA Planning, LLC	Very Low $0	$0	18	100%
Aces Advisors	Very Low $66K	$1.3M	19	0%
A.M. Perricone LLC	Very Low $210K	$4M	19	5%
Darby Wealth Planning LLC	Very High $1.4M	$27M	19	37%
Elliot Investment Management, LLC	Very High $2.1M	$40M	19	58%
IEM Asset Management, LLC	Low $350K	$6.7M	19	16%
Roscoe Capital Management, LLC	Typical $420K	$8M	19	37%
Washington Peak Investment Advisors LLC	High $1.1M	$22M	19	100%
10th Street Capital	Low $400K	$8.1M	20	0%
Financial Freedom Management LLC	Low $400K	$8.1M	20	30%
HPA Financial Group, LLC	High $890K	$18M	20	25%
Malvern Ridge Wealth Management	Low $290K	$5.8M	20	0%
Teradime Financial LLC	Very High $1.5M	$29M	20	85%
Active Wealth Advisors	Very High $3.3M	$69M	21	62%
Eureka Wealth Solutions	High $1.2M	$25M	21	76%
Mavericus Retirement Services LLC	Very Low $0	$0	21	100%
Mountain Avenue Capital LLC	Typical $630K	$13M	21	81%
The Retirement Readiness Institute	Low $240K	$5.1M	21	0%
Alpenglow Advisors LLC	Low $380K	$8.3M	22	0%
BRG Financial, LLC	Low $270K	$5.9M	22	23%
Camacho Capital Planning Advisors LLC	Low $270K	$5.9M	22	0%
Elements 5 Investment Management	Typical $630K	$14M	22	0%
Enlight Financial LLC	High $1.1M	$23M	22	91%
Executive Business Financial Planning	Low $280K	$6.2M	22	45%
Guinea Value Investments	High $840K	$18M	22	91%
Jedi Management, Inc.	Very High $2.1M	$47M	22	45%
Oaktree Financial Planning and Consulting	Very Low $0	$0	22	0%
Tobin Investment Planning LLC	Very High $1.6M	$35M	22	41%
Adaero Capital Management, LLC	Typical $470K	$11M	23	26%
Bugdal Zinser Asset Management, Inc.	Very High $2.4M	$55M	23	100%
Denby Financial Services, LLC	Very Low $120K	$2.9M	23	0%
Itani Wealth Management	Very Low $64K	$1.5M	23	0%
JMM Financial, LLC	Very Low $170K	$3.8M	23	0%
J.Pappas Investments	Low $210K	$4.9M	23	0%
Klimax Wealth Management, LLC	High $1.2M	$28M	23	100%
Marc Alan Wealth Management LLC	Typical $660K	$15M	23	65%
Petrilli Capital Management LLC	High $1M	$24M	23	35%
Real Life Planning	Low $410K	$9.4M	23	13%
Vault Private Wealth	Low $230K	$5.4M	23	26%
Rational Investment Methodology	Low $380K	$9.2M	24	100%
Sabadoodle	Very Low $83K	$2M	24	0%
Financial Planning Group Inc. (The)	—	—	25	0%
Gaer Financial Group, Inc	Very Low $120K	$3M	25	0%
GRO Capital, LLC	—	—	25	0%
Iris Advisors	Typical $560K	$14M	25	72%
Jones Capital Advisors, LLC	High $810K	$20M	25	0%
Kairos Capital Advisors, LLC	High $1.3M	$33M	25	56%
K R Financial LLC	Very High $2.8M	$70M	25	100%
LDL Capital Management, LLC	Very High $1.8M	$45M	25	100%
Preserve Wealth Management	Very High $3.1M	$78M	25	68%
Profolio Investments, Inc.	High $720K	$18M	25	0%
Quantum Strategies Wealth Advisory	High $1.3M	$33M	25	36%
Rewey Asset Management	Very High $3M	$76M	25	16%
TruVine Financial, LLC	Low $350K	$8.7M	25	16%
Ironbound Advisory LLC	Typical $510K	$13M	26	42%
MJM Financial Advisors, LLC	Very High $1.9M	$49M	26	73%
Mordkovich Capital, LLC	High $990K	$26M	26	38%
Newport Wealth Management, LLC	Low $370K	$9.5M	26	0%
Ballaster Financial	High $810K	$22M	27	63%
Cipriano Wealth Management LLC	Typical $690K	$19M	27	48%
DTM Advisory Group LLC	Very Low $31K	$840K	27	0%
Fintegrity	Very High $2.4M	$65M	27	81%
Gogate, Uday S.	High $960K	$26M	27	85%
New York Ivy Capital Management LLC	Typical $430K	$12M	27	81%
Ruff Choices	High $890K	$24M	27	41%
Epona Financial Solutions	Very High $1.7M	$48M	28	54%
Financial Planning Services	Very High $1.7M	$49M	28	0%
Sea Change Financial Planning	Typical $410K	$12M	28	32%
Beacon Hill Private Wealth LLC	Very High $1.8M	$54M	29	76%
Concierge Financial Planning, LLC	Very Low $0	$0	29	76%
Cove Capital Management Inc.	High $780K	$23M	29	52%
Dolcini Capital Management	Very Low $0	$0	29	10%
Pasco Investment Advisors Inc	Very High $1.7M	$48M	29	100%
Wealth Management Advisors, LLC	Typical $620K	$18M	29	0%
Comprehensive Wealth Management Group, LLC	Very Low $0	$0	30	0%
DSW Investment, LLC	Very High $2.8M	$84M	30	100%
EN+ Wealth	Very Low $190K	$5.6M	30	27%
Frank Ramson, LLC	High $1M	$31M	30	100%
Purpose Built	High $770K	$23M	30	67%
Steven Hecht Investments, Inc.	Very High $1.5M	$44M	30	60%
True North Financial Services, LLC	High $870K	$26M	30	7%
Wealth Compounders LLC	Low $340K	$10M	30	10%
Amadeus Wealth Alternatives, Inc.	Very High $3.3M	$100M	31	58%
Next Pronto Capital Advisors	Very Low $180K	$5.5M	31	3%
Rand Financial Planning, LLC	—	—	31	0%
Shapiro Asset Management, LLC	Very High $1.6M	$50M	31	55%
Atherean Asset Management LLC	Very Low $140K	$4.6M	32	19%
Coastal Wealth Management	Very High $1.4M	$45M	32	100%
Dorchester Advisors LLC	Very High $2.1M	$68M	32	72%
Hudson Delaware Planning LLC	—	—	32	0%
Preferred Wealth Advisors, LLC	Very Low $150K	$4.8M	32	3%
South Lane Wealth Management LLC	Very High $1.3M	$43M	32	34%
Brennan Financial Group, LLC	Very High $1.5M	$50M	33	58%
Echelon Virtual Family Office, LLC	High $720K	$24M	33	64%
LBT Wealth Management, LLC	Low $370K	$12M	33	9%
Long Point Wealth Management, LLC	High $1.2M	$38M	33	42%
Powder Ridge Capital LP	Low $320K	$10M	33	30%
Capital Allocation Management, Inc	Very High $3.5M	$120M	34	91%
Forza Investment Advisory, LLC	Very High $2.7M	$91M	34	100%
Kaspian Wealth Management	Low $270K	$9M	34	94%
Macmillan Financial LLC	—	—	34	0%
Divine Asset Management LLC	Very Low $190K	$6.6M	35	46%
NextGen Wealth Counselors Limited Liability Company	Very High $3M	$100M	35	83%
Vista Financial Services LLC	Typical $570K	$20M	35	31%
Byron Place Capital Management, LLC	High $930K	$33M	36	72%
Spinelli Financial Advisors, Inc	High $860K	$31M	36	100%
SP Wealth Planning	Very Low $150K	$5.5M	36	22%
Wealthness LLC	High $850K	$31M	36	33%
Wealthy Doctor Institute LLC	Low $250K	$9.1M	36	25%
Chuisano and Albert, L.L.C.	Low $410K	$15M	37	0%
Kiely Capital Management, Inc.	Very High $1.6M	$58M	37	32%
Freedom Found Financial	Very High $1.8M	$69M	38	53%
Jersey Shore Financial Advisors LLC	High $840K	$32M	38	26%
Pathways Financial Planning	Very Low $0	$0	38	11%
Angel Oak Financial Services LLC	High $780K	$30M	39	23%
Calidris Financial, LLC	High $1M	$40M	39	54%
KEJ Financial Advisors	Very High $2.1M	$82M	39	90%
Next Generation Wealth Planning, LLC	High $1.3M	$50M	39	54%
Kai Advisors	Very High $1.7M	$66M	40	85%
Tucker Wealth Advisory	—	—	40	0%
Integrated Asset Management, Inc.	Typical $680K	$28M	41	32%
De Cesare Retirement Specialists	High $910K	$38M	42	29%
TJW Fiduciary Plan Consultants, LLC	Very Low $88K	$3.7M	42	0%
Wealth with Wisdom Advisors, Inc.	—	—	42	0%
Bianco Wealth Advisors LLC	Low $260K	$11M	43	30%
Sea Clear Financial Planning, LLC	Very High $1.6M	$68M	43	67%
Financial Compass LLC	Very High $1.9M	$84M	44	86%
Parisi Capital	Very Low $210K	$9.1M	44	7%
Chilmark Wealth Management LLC	Very High $2M	$89M	45	13%
Grant Asset Management, LLC	Low $230K	$10M	45	0%
Jantorno Financial Advisors, LLC	Very Low $0	$0	45	58%
Oxley Capital Management, LLC	—	—	45	0%
Yaish Financial	Low $320K	$15M	45	9%
Golden Wealth Capital, LLC	Typical $460K	$21M	46	30%
Nisman Investment Services Inc.	High $930K	$43M	46	17%
Roche Financial Partners LLC	Very High $1.6M	$73M	46	35%
Sullivan Retirement Resources, LLC	Low $370K	$17M	46	13%
Dowd Financial Planning	—	—	47	0%
Keller Wealth Management LLC	Very Low $76K	$3.6M	47	0%
Wrought Financial Planning	High $940K	$44M	47	40%
Olson, Cross & Alamo Advisors LLC	Very High $1.6M	$76M	48	73%
Patrumin Investors, LLC	Typical $480K	$23M	49	39%
The Financial Planning Center, LLC	Typical $560K	$27M	49	31%
Donald W. Cash & Associates, LLC	—	—	50	0%
Eames Financial	Very High $3.6M	$180M	50	100%
JBGLOBAL.COM LLC	Very High $2.4M	$120M	50	84%
Sentinel Advisory Corp	High $1M	$51M	50	30%
Slosberg Financial Solutions, LLC	Very Low $0	$0	50	0%
SNC Wealth Management LLC	Typical $630K	$31M	50	20%
Financial Life Planning, LLC	Typical $410K	$21M	51	25%
Abe Capital Management, LLC	Very High $1.6M	$85M	52	69%
Covered Bridge Financial LLC	High $770K	$40M	52	31%
Fiduciary Management Group, LLC	Very High $1.4M	$71M	52	29%
Karagosian Financial Services, Inc	Typical $510K	$27M	52	23%
Millenia Financial Partners, LLC	Very High $2.4M	$130M	52	63%
New Amsterdam Wealth Planning	High $1.3M	$66M	52	54%
VIVCAP LLC	Typical $520K	$27M	52	54%
Asset Management Services Group, Inc.	Very Low $85K	$4.5M	53	0%
Choice Asset Management LLC	High $790K	$42M	54	65%
Durant Financial Planning LLC	Typical $410K	$22M	54	41%
Lakewealth Capital, LLC.	Very Low $94K	$5.1M	54	22%
Traver Financial Consulting Network PA	Very High $1.6M	$88M	54	48%
Cairn Investor Services	Very Low $46K	$2.5M	55	18%
Fairbridge Capital Management, LLC	Low $280K	$15M	55	25%
Howard-Martin Capital Group, LLC	Very Low $31K	$1.7M	55	0%
Indfin LLC	Very High $2.3M	$130M	55	67%
Investment Capital Management, Inc.	Very Low $120K	$6.4M	55	0%
Hudson Oak Wealth Advisory LLC	Very High $2.4M	$130M	56	52%
Method Finance, LLC	High $980K	$55M	56	36%
Sarsi, LLC	High $810K	$46M	57	51%
Solomon Investment Group, Inc.	Very Low $120K	$6.9M	58	0%
The Faragi Group	Low $240K	$14M	58	0%
Askeladden Capital	High $780K	$46M	59	92%
Financial Planning Associates, LLC	High $1.3M	$74M	59	56%
Masani Wealth Management, LLC	High $860K	$51M	59	42%
Vetter Planning	Typical $700K	$42M	59	31%
Atlantic Retirement & Wealth Advisors LLC	High $750K	$45M	60	32%
Julius Wealth Advisors, LLC	High $840K	$50M	60	37%
Rushwald, Mark Steven	High $870K	$52M	60	32%
TPK Advisors LLC	Low $400K	$24M	60	13%
Highball Advisors	High $1.2M	$72M	62	0%
SJ Capital Management LLC	Very High $1.5M	$95M	62	56%
Steele Asset Management	High $780K	$48M	62	32%
Comprehensive Financial Advisers	—	—	63	0%
Manley Capital Management, LLC	Typical $610K	$39M	63	24%
AFL Advisory Group LLC	Typical $490K	$31M	64	14%
Durkin Investment Group, LLC.	High $1.1M	$69M	64	25%
Eagle Grove Advisors LLC	Typical $720K	$46M	64	19%
Barnegat Bay Capital Management LLC	Very High $1.6M	$100M	65	55%
Thames Asset Management, Inc	Typical $620K	$40M	65	11%
Greythorne Advisors LLC	Low $390K	$26M	67	0%
Webb Financial Planning LLC	Very Low $0	$0	67	70%
Sweetgum Laboratories LLC	Very Low $200K	$14M	68	12%
O'Dowd Asset Management LLC	Typical $610K	$42M	69	30%
Genesis Financial Group, LLC	Very High $2.2M	$150M	70	36%
Haddon Wealth Management, LLC	High $1.1M	$77M	71	20%
Valuealigned Partners	High $1.1M	$76M	71	30%
Weyhill Investment Counsel, LLC	Typical $500K	$35M	71	14%
Contrary Investment Advisors	Very High $1.3M	$97M	72	47%
Stockade Wealth Management	Low $240K	$18M	74	16%
Conklin Shure Financial	—	—	75	0%
Apprise Wealth Management LLC	Very High $1.4M	$110M	76	66%
I-Squared Wealth Management, Inc.	High $830K	$63M	76	59%
Financial Planning Professionals, Inc.	Typical $420K	$32M	77	0%
Julien Planning, LLC	Typical $480K	$37M	77	9%
RLS Financial Services	Low $280K	$22M	79	9%
Hilpan Moxie Wealth Management, LLC	High $1.2M	$96M	80	41%
Everguide Financial Group, LLC	Typical $540K	$44M	82	37%
The Hourly Advisor LLC	—	—	83	0%
Babylon Capital	Low $340K	$29M	84	31%
N Financial Plans	Typical $550K	$46M	84	18%
Coastal Way Financial Group, LLC	High $780K	$66M	85	5%
Lucey Investment Management, LLC	Typical $680K	$58M	85	35%
Pioneer Advisory LLC	Very Low $1.1K	$92K	85	0%
Wachtel Capital Advisors, LLC	Typical $510K	$44M	86	20%
Aspetuck Financial Management LLC	Very High $1.8M	$160M	87	38%
The Knox Group Wealth Management	Low $290K	$25M	87	6%
Runnymede Capital Management Inc	High $890K	$79M	88	44%
Heal Financial LLC	Low $220K	$19M	89	0%
FBS Securities	Typical $430K	$42M	97	19%
Vertex Financial Advisors LLC	Low $230K	$22M	97	4%
Coastal Financial Advisors, Inc.	Low $240K	$24M	98	11%
Champion Financial & Tax Services, LLC	Low $300K	$30M	100	0%
Joseph C. Kelly & Associates, Inc.	—	—	100	0%
Independence Wealth	High $780K	$81M	103	29%
Leo Wealth Management, LLC	Low $320K	$33M	103	10%
Saubel Financial Group	Very Low $170K	$18M	106	0%
Treesa Financial Planning, LLC	—	—	106	0%
Scipione Wealth Advisors, Inc.	Low $360K	$39M	107	8%
Iacangelo Financial Group, LLC	Low $240K	$26M	108	15%
Powers Capital Management	Low $400K	$44M	109	0%
Fig Tree Wealth Management LLC	Low $290K	$32M	110	14%
Desimone Investments, LLC	Typical $660K	$74M	112	17%
Lasting Legacy Wealth Management, LLC	Typical $530K	$59M	113	13%
Empowered Retirement, Inc.	Typical $670K	$79M	117	32%
ABC Wealth Inc	Low $220K	$27M	125	4%
Other Side Asset Management, LLC	Low $260K	$32M	125	8%
The WealthPlan LLC	Typical $660K	$87M	132	28%
Molotsky Tax Advisory Group, LLC	Very Low $200K	$27M	134	2%
Arman James Investments	Very Low $190K	$26M	135	28%
Northstar Financial Advisors, Inc.	Very High $1.4M	$200M	135	81%
Avanti Wealth Management	Typical $550K	$74M	136	0%
Barrister	Typical $640K	$88M	137	14%
Flynn Financial, LLC	Typical $530K	$74M	141	13%
Solebury Asset Management LLC	Typical $520K	$73M	142	9%
Ronald A. Bartlett & Associates, Ltd.	Very Low $93K	$13M	143	1%
Alpha Squared Capital, LLC	Low $240K	$35M	146	3%
Princeton Wealth Management Alliance, LLC	Low $370K	$54M	147	22%
Waterstone Wealth Advisors, LLC	High $1.1M	$160M	148	34%
Shealy Wealth Advisory LLC	Very Low $110K	$18M	151	0%
Conscient Capital, LLC	Very Low $190K	$30M	155	100%

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