AUM per client for Independent firms serving clients in New York

Independent firms active in New York 706 firms

Very Low $12K-$190K

Low $190K-$430K

Typical $430K-$810K

High $810K-$1.5M

Very High $1.5M-$3.2M

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

Median: $590K

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Firm	AUM/client	AUM	Clients	HNW client %
DLB Wealth Advisors LLC	Typical $790K	$20M	25	12%
Fogel Neale Wealth Management, LLC	Low $220K	$5.4M	25	4%
Iris Advisors	Typical $560K	$14M	25	72%
LDL Capital Management, LLC	Very High $1.8M	$45M	25	100%
Lime Rock Investment Management Company, Inc.	Low $360K	$8.9M	25	0%
Merlin Asset Management	Very High $2M	$50M	25	88%
Samuel & Associates Investment Management LP	Very Low $14K	$340K	25	0%
SHFP, LLC	Very High $3.6M	$89M	25	80%
Sound Trust Wealth Advisors, LLC	Typical $740K	$18M	25	64%
Stone Ridge Advisors	High $1.4M	$35M	25	44%
West Financial Planning	Low $190K	$4.7M	25	0%
Cambridge Wealth Management, LLC	High $1.2M	$32M	26	58%
Campos Financial	Low $190K	$4.9M	26	0%
Educated Financial Planning	Low $250K	$6.6M	26	0%
Flomartin Securities Corporation	Very Low $170K	$4.4M	26	0%
JSSR Capital LLC	Very Low $130K	$3.3M	26	0%
Main Street Wealth Management, LLC	Typical $520K	$14M	26	0%
RSD Advisors	Very High $3M	$77M	26	58%
TS. Mitchell Financial, LLC.	Very Low $130K	$3.5M	26	0%
Twelve Two Capital LLC	Low $250K	$6.4M	26	0%
Ballaster Financial	Typical $810K	$22M	27	63%
DTM Advisory Group LLC	Very Low $31K	$840K	27	0%
Fintegrity	Very High $2.4M	$65M	27	81%
Kaizen Wealth Management, LLC	Very High $2.5M	$68M	27	70%
Myrmidon Private Capital	Low $330K	$8.8M	27	15%
O'Hara Wealth Management Inc	Low $240K	$6.4M	27	0%
Stonehurst Management, LLC	High $830K	$22M	27	67%
Voltz Asset Management Inc.	Typical $560K	$15M	27	26%
Yorkville Capital Management LLC	Low $410K	$11M	27	100%
Zebra Crossing Asset Management LLC	High $970K	$26M	27	44%
Cjs Securities Ia, Inc.	—	—	28	0%
Coplanning Financial LLC	Low $300K	$8.5M	28	36%
Granite State Capital Management, LLC	Low $310K	$8.8M	28	46%
Lords Wealth	Very Low $0	$0	28	14%
Spring Street Wealth	High $940K	$26M	28	54%
Triathlon Partners LLC	Very High $2.1M	$60M	28	57%
Two Three Five	High $880K	$25M	28	32%
Yields For You, LLC	Typical $560K	$16M	28	21%
Canny Capital Management, LLC	Very Low $160K	$4.6M	29	28%
Cove Capital Management Inc.	Typical $780K	$23M	29	52%
Green Musa Capital, LLC	Very Low $25K	$720K	29	0%
Griffin Financial Services	Low $250K	$7.2M	29	0%
Ivory Wealth Management Inc.	Low $300K	$8.7M	29	0%
Lava Wealth Management, LLC	High $1.4M	$39M	29	34%
Long Cast Advisers, LLC	Low $380K	$11M	29	72%
1230 Advisors, LLC	Very High $3.5M	$110M	30	60%
Allegory Advisory	High $1.2M	$35M	30	40%
Arbus Capital Management, LLC	Very High $3.1M	$94M	30	63%
Ashbay Capital, LLC	Very High $4.3M	$130M	30	87%
Aspen Financial, Inc.	Typical $580K	$17M	30	20%
Carrington Financial Planning, LLC	Typical $650K	$20M	30	47%
Comprehensive Wealth Management Group, LLC	Very Low $0	$0	30	0%
Derryrush Wealth	Typical $800K	$24M	30	40%
Genesis Capital Group LLC	Typical $750K	$23M	30	100%
Kraemer Capital Management LLC	Very Low $69K	$2.1M	30	3%
Wealth Compounders LLC	Low $340K	$10M	30	10%
About Time Financial Planning	Typical $660K	$20M	31	23%
Amadeus Wealth Alternatives, Inc.	Very High $3.3M	$100M	31	58%
Awoye Capital, LLC	Very Low $69K	$2.1M	31	0%
Fleurus Investment Advisory, LLC	High $1.5M	$45M	31	42%
Flying Point Asset Management LLC	Very High $1.8M	$56M	31	97%
Sterling Financial Planning	—	—	31	0%
147th Group LLC	High $860K	$28M	32	75%
Atherean Asset Management LLC	Very Low $140K	$4.6M	32	19%
Coastal Wealth Management	High $1.4M	$45M	32	100%
Dorchester Advisors LLC	Very High $2.1M	$68M	32	72%
Hudson Delaware Planning LLC	—	—	32	0%
Janian Investment Advisers, LLC	High $840K	$27M	32	63%
Kaysi Gordon Financial Planning	Low $310K	$10M	32	0%
Mayflower Capital	Typical $450K	$14M	32	16%
Prentice Investment Management, LLC	Typical $560K	$18M	32	100%
School of Personal Finance	High $900K	$29M	32	28%
Sloan Advisory Group, Inc.	Very High $2M	$64M	32	66%
Zero Gravity Financial, LLC	High $1.2M	$39M	32	75%
Luminary Financial Advisors, LLC	Typical $570K	$19M	33	15%
Maidstone Wealth Management, LLC	High $830K	$27M	33	45%
Nexus Capital, LLC	Low $380K	$13M	33	9%
Powder Ridge Capital LP	Low $320K	$10M	33	30%
Salzman Financial Management LLC	High $1.3M	$44M	33	27%
Arrival Capital Management LLC	High $1.2M	$42M	34	53%
Carey, Patrick Joseph	Very Low $27K	$900K	34	0%
Financial Advisory Network	Very Low $0	$0	34	3%
Kaspian Wealth Management	Low $270K	$9M	34	94%
Kaylin Dillon Financial Planning	Low $430K	$15M	34	24%
Wander Financial Services, LLC	High $1.3M	$43M	34	47%
Calculated Financial Solutions, LLC	Low $280K	$9.6M	35	0%
Divine Asset Management LLC	Low $190K	$6.6M	35	46%
Leslie Gale Advisors, LLC	Very High $2M	$72M	35	100%
NextGen Wealth Counselors Limited Liability Company	Very High $3M	$100M	35	83%
Northstar Financial Advisors LLC	Very High $1.7M	$61M	35	77%
Sibir Investment Advisors	Very Low $180K	$6.3M	35	0%
Triple Play Planning, LLC	Low $240K	$8.4M	35	6%
Acacia Grove Wealth Management	High $930K	$33M	36	22%
Meehan, Bernard	Low $200K	$7.1M	36	22%
Mohawk Capital Advisors, LLC	High $990K	$36M	36	36%
Norman Kramer Investments, Inc.	High $1.1M	$41M	36	31%
Paulo Financial Advisors, LLC	Very High $1.6M	$57M	36	22%
Five Factor Capital Advisors	Typical $800K	$30M	37	51%
Guide Wealth Management	High $1.1M	$42M	37	43%
Mark E. Reich, CPA, CFP	—	—	37	0%
MyFinancialPro, LLC	Very High $1.6M	$58M	37	49%
Palm Capital Group LLC	Very High $2.1M	$77M	37	100%
Roventini Financial Services, Inc	Low $270K	$10M	37	0%
Unlimited Timing Service Inc	Very Low $160K	$5.9M	37	0%
YGC Wealth	Low $410K	$15M	37	0%
Memento Financial Planning	High $940K	$36M	38	32%
Rora Wealth, Inc.	Typical $470K	$18M	38	16%
Spano Advisory Services Inc.	High $1.1M	$40M	38	29%
Bell Rock Asset Management LLC	Typical $590K	$23M	39	0%
Calidris Financial, LLC	High $1M	$40M	39	54%
EUDAIMONIA Wealth	High $920K	$36M	39	26%
Fenwick Investments, LLC	Low $340K	$13M	39	10%
Gordon Oak Financial, LLC	Very Low $0	$0	39	3%
Hudson Capital Management Inc.	Typical $440K	$17M	39	0%
MJM Investment Advisors, Inc.	High $910K	$35M	39	0%
Shift Fynancial	Very Low $85K	$3.3M	39	0%
Stewardship Financial Planning	Very High $1.7M	$66M	39	67%
Bryant Group Advisors	Very Low $75K	$3M	40	0%
Jadim Wealth Management, LLC	Typical $640K	$26M	40	28%
Kai Advisors	Very High $1.7M	$66M	40	85%
Monterey Associates Financial Planning & Education	—	—	40	13%
Sterling Range Financial Management, LLC	Very High $2.4M	$96M	40	80%
Tucker Wealth Advisory	—	—	40	0%
Wilson Advisors, LLC	Very Low $0	$0	40	88%
Windfall Advisors, LLC	High $1M	$40M	40	85%
Buff Your Finances	Low $240K	$9.9M	41	5%
Financial Planning Analysts, LLC	Typical $510K	$21M	41	88%
LN Capital Management LLC	Low $230K	$9.2M	41	15%
LVS Advisory LLC	Typical $540K	$22M	41	0%
Northmont Wealth Management LLC	Typical $560K	$23M	41	29%
Rockhouse Capital, LLC	Very Low $150K	$6.3M	41	56%
Future Perfect Planning, LLC	High $1.1M	$44M	42	0%
Lamb Retirement Solutions LLC	Very Low $73K	$3.1M	42	0%
McNeill Capital, LLC	High $970K	$41M	42	100%
O'Haver Wealth Management, LLC	Very Low $71K	$3M	42	7%
SAR Services, Inc.	Very Low $130K	$5.5M	42	0%
TLP Financial Services, Inc.	High $890K	$37M	42	29%
Wealth with Wisdom Advisors, Inc.	—	—	42	0%
Benkei Asset Management	Typical $510K	$22M	43	91%
Cypress Praxis, LLC	Very High $2.2M	$94M	43	74%
Double Eagle Partners, LLC	Typical $760K	$33M	43	30%
Lifelong Wealth Strategies, LLC	Low $280K	$12M	43	0%
Magellan Financial Solutions LLC	High $900K	$39M	43	49%
O'Brien Capital Management, Inc.	High $940K	$41M	43	35%
Fiduciary First Advising, LLC	Typical $450K	$20M	44	18%
Infinity Financial Strategies, LLC	High $830K	$36M	44	34%
Mission Park Capital, LLC	Low $190K	$8.4M	44	14%
Chilmark Wealth Management LLC	Very High $2M	$89M	45	13%
Chisholm Financial Planning & Investments	High $960K	$43M	45	44%
DDO Advisory Services, LLC	Typical $590K	$27M	45	20%
Four Corners Financial	Very High $2.2M	$99M	45	64%
Grant Asset Management, LLC	Low $230K	$10M	45	0%
HF Advisory Services, LLC	Typical $460K	$21M	45	38%
Markiz Wealth Management	Very High $2.3M	$100M	45	73%
Martone Capital Management, Inc.	Typical $520K	$23M	45	16%
Pledge Capital LLC	Low $240K	$11M	45	93%
Sauberan & Company, LLC	Very Low $130K	$5.8M	45	0%
The Profolio Group, LLC	Very Low $180K	$7.9M	45	0%
Yaish Financial	Low $320K	$15M	45	9%
Colsara National Wealth Management LLC	Typical $560K	$26M	46	22%
M.A. Whelan Financial Planning	Very High $1.7M	$77M	46	63%
Roche Financial Partners LLC	Very High $1.6M	$73M	46	35%
Center Stage Planning LLC	Low $190K	$9.2M	47	2%
Core Capital Management, LLC	High $870K	$41M	47	26%
Dowd Financial Planning	—	—	47	0%
Piano Wealth Management	Typical $530K	$25M	47	55%
S Conway Consulting, LLC	Low $340K	$16M	47	23%
Ultimate Retirement Products, Inc.	High $1M	$49M	47	64%
West Pine 43 LLC	Typical $480K	$23M	47	68%
Abramson Financial Planning, LLC	—	—	48	0%
Blair Hall Advisors, LLC	Very High $2.9M	$140M	48	90%
Crystal Brook Advisors	Low $380K	$18M	48	0%
Forever Financial Advisors, LLC	Very High $1.5M	$72M	48	56%
JTM Wealth Management, Inc.	Typical $520K	$25M	48	29%
Olson, Cross & Alamo Advisors LLC	Very High $1.6M	$76M	48	73%
WealthUnite Advisors, LLC	High $1.3M	$63M	48	75%
Earn Into Wealth Strategies	Typical $700K	$35M	49	18%
Khelp Financial LLC	Very Low $0	$0	49	47%
Mountain Creek Capital, LLC	Typical $460K	$23M	49	14%
Parlin Advisors LLC	High $1.1M	$52M	49	41%
Pope Wealth Planning, LLC	High $930K	$46M	49	65%
Primetime Wealth Management	Low $370K	$18M	49	39%
Saratoga Investment Solutions Inc.	Typical $790K	$39M	49	45%
The Valente Group LLC	Low $390K	$19M	49	8%
Blacksmith Advisors LLC	Very Low $170K	$8.3M	50	16%
Gallatin & Company, LLC	Very High $1.9M	$97M	50	52%
Huguenot Financial Planning	—	—	50	0%
JBGLOBAL.COM LLC	Very High $2.4M	$120M	50	84%
Landau Advisory LLC	—	—	50	0%
Peak Wealth Management	Typical $780K	$39M	50	0%
P-Squared Capital Management	Very High $1.9M	$95M	50	62%
Wealthlet	—	—	50	0%
Gerhardt Clemans Wealth Management, Inc.	Very Low $61K	$3.1M	51	0%
Larrea Wealth Management	Low $310K	$16M	51	39%
Lehmann, Livian, Fridson Advisors, LLC	Very High $1.6M	$84M	51	100%
Summer Creek Wealth Management, LLC	High $1M	$51M	51	76%
Abe Capital Management, LLC	Very High $1.6M	$85M	52	69%
Fiduciary Management Group, LLC	High $1.4M	$71M	52	29%
Halyard Financial, LLC	Typical $630K	$33M	52	19%
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%
Hammer Asset Management, LLC	Low $360K	$19M	53	38%
Pragmatic Advisors, LLC	Very Low $100K	$5.4M	53	0%
Bill Losey Retirement Solutions, LLC	Typical $730K	$40M	54	20%
Choice Asset Management LLC	Typical $790K	$42M	54	65%
Downtown Investment Advisory	Very High $2.2M	$120M	54	65%
Frontsight Wealth Advisors, LLC	Typical $680K	$37M	54	20%
GVS Financial Group, Inc.	Very High $2.1M	$110M	54	57%
Integritt Wealth Management, LLC	High $1.2M	$67M	54	35%
Lakewealth Capital, LLC.	Very Low $94K	$5.1M	54	22%
Long Game Financial, LLC	High $880K	$48M	54	56%
Riverside Capital Wealth LLC	Very Low $78K	$4.2M	54	0%
Traver Financial Consulting Network PA	Very High $1.6M	$88M	54	48%
Cambridge Advisors, LLC	Typical $740K	$41M	55	42%
Flow Financial Planning, L.L.C.	Very High $1.7M	$92M	55	40%
Highland Wealth Advisory LLC	Very Low $0	$0	55	0%
Prolific Solutions	Very High $1.6M	$86M	55	75%
Spring Delta Asset Management, LLC	Low $270K	$15M	55	25%
Twin Tiers Consulting, LLC	Typical $440K	$24M	55	15%
Loretta Nolan Associates, LLC	Very High $2.4M	$140M	56	71%
Method Finance, LLC	High $980K	$55M	56	36%
Mountain View Wealth Management LLC	High $970K	$54M	56	21%
Abaya Wealth Management LLC	Low $400K	$23M	57	18%
Capable Wealth, LLC	Low $370K	$21M	57	14%
Constantine Barry Asset Management (CBAM)	Very High $2M	$120M	57	74%
Sarsi, LLC	Typical $810K	$46M	57	51%
Walker Capital Advisors	Low $220K	$13M	57	0%
Davis Capital Advisors, LLC	Typical $770K	$45M	58	45%
Luskin Financial Planning	Very Low $0	$0	58	100%
Peck Wealth Management, LLC	Very High $2.7M	$160M	58	81%
Registered Investment Advisors, LLC	Typical $680K	$40M	58	81%
Fama Fiduciary Wealth LLC	Very High $1.7M	$100M	59	69%
Financial Planning Associates, LLC	High $1.3M	$74M	59	56%
Myra Wealth	High $1.1M	$65M	59	54%
Polero Ice Advisers	Very High $1.8M	$110M	59	63%
Vetter Planning	Typical $700K	$42M	59	31%
Wealth Strategies & Solutions, Ltd.	Low $280K	$17M	59	5%
Heintz Wealth Management, LLC	High $1.3M	$78M	60	35%
Julius Wealth Advisors, LLC	High $840K	$50M	60	37%
Kronos Wealth Management	Typical $450K	$27M	60	10%
Sirmium Capital, LLC	Very Low $110K	$6.5M	60	0%
TPK Advisors LLC	Low $400K	$24M	60	13%
Yoshida Wealth Management, Inc.	Low $280K	$17M	60	0%
CST Financial Advisory LLC	Low $400K	$25M	61	33%
Sebetic Advisors, LLC	Very High $1.5M	$94M	61	57%
The Eastrade Asset Management Corporation	Typical $490K	$30M	61	59%
East End Wealth Management	Low $290K	$18M	62	15%
Highball Advisors	High $1.2M	$72M	62	0%
Exhale Wealth	High $980K	$62M	63	32%
Nottinghill Capital Management Inc.	Low $230K	$15M	63	0%
Silver Anchor Financial, LLC	Low $400K	$25M	63	22%
AFL Advisory Group LLC	Typical $490K	$31M	64	14%
Constellation Asset Management, Inc.	High $1.2M	$79M	64	34%
Durkin Investment Group, LLC.	High $1.1M	$69M	64	25%
Eagle Grove Advisors LLC	Typical $720K	$46M	64	19%
Katam Hill LLC	Typical $640K	$41M	64	50%
MACE Capital Management, LLC	High $1.3M	$86M	64	17%
Weisberg Financial Services	Low $230K	$15M	64	0%
Aries Investment Advisors, LLC	Low $340K	$22M	65	8%
Brazen Capital, LLC	Very Low $95K	$6.2M	65	0%
Marathon Wealth Management, Inc.	Very High $2.3M	$150M	65	62%
Thames Asset Management, Inc	Typical $620K	$40M	65	11%
Watchstone Wealth Management LLC	High $1M	$67M	65	51%
Kay Investments, Inc.	High $920K	$61M	66	30%
KJ Capital Management LLC	Very High $1.6M	$110M	66	68%
Metis Asset Management Advisory, LLC	Low $250K	$17M	66	59%
R. Seeger Wealth Management, Ltd	High $1.1M	$72M	66	45%
Glenn Asset Management	Very Low $54K	$3.6M	67	0%
Greythorne Advisors LLC	Low $390K	$26M	67	0%
Selah Wealth Advisors	Very Low $140K	$9.6M	67	0%
Steven Ayers & Company	High $1.3M	$88M	67	42%
The Raffin Group LLC	Low $400K	$27M	67	33%
Bob Holbrook Holdings LLC	Very Low $150K	$10M	68	3%
New Wave Financial Services	Very High $1.8M	$120M	69	72%
Farrauto Wealth Management, Inc	Typical $440K	$31M	70	59%
Logbook Financial Planning, LLC	High $1.2M	$84M	70	81%
SIP Financial Services	Low $390K	$27M	70	17%
Westchester Wealth Management	Very Low $140K	$10M	70	14%
Murray Street Capital Advisors, LLC	Typical $690K	$49M	71	17%
Pochop Financial Management, Inc.	Typical $520K	$37M	71	0%
Daniel Goldstein, CFP	Typical $700K	$51M	72	0%
Barbara J. Bouchey Asset Management, Inc.	Typical $670K	$49M	73	19%
Stockade Wealth Management	Low $240K	$18M	74	16%
Tringle Jr., John R.	Very Low $180K	$14M	74	8%
Wax Asset Management LLC	Very High $2.4M	$180M	74	78%
Cannistra Financial Advisors Inc.	Typical $720K	$54M	75	48%
Conklin Shure Financial	—	—	75	0%
Legado Wealth Management LLC	Typical $680K	$51M	75	61%
Your Financial Advocate, LLC	High $1M	$77M	75	37%
Apprise Wealth Management LLC	High $1.4M	$110M	76	66%
I-Squared Wealth Management, Inc.	High $830K	$63M	76	59%
Ithaca Wealth Management	Low $280K	$21M	76	0%
Recker Financial LLC	Low $250K	$19M	76	3%
Julien Planning, LLC	Typical $480K	$37M	77	9%
NGC Financial, LLC	Typical $730K	$57M	78	0%
Barrett Wealth Management	Low $270K	$21M	79	13%
Delphi Wealth Partners	Typical $650K	$51M	79	41%
Hilpan Moxie Wealth Management, LLC	High $1.2M	$96M	80	41%
Weigelfam	Typical $770K	$62M	80	63%
Clarity Advisors	Very Low $110K	$8.5M	81	0%
Conway Partners	Very High $1.8M	$140M	81	86%
Eagle Tax Planning & Advisory Group.LLC	Very Low $86K	$7M	81	0%
Focus Planning Group	Typical $510K	$42M	82	9%
Reale Managed Assets, Inc.	Low $280K	$23M	83	5%
Southland Investments	Low $300K	$25M	83	2%
The Hourly Advisor LLC	—	—	83	0%
Fox Financial Services, Inc.	High $1.3M	$110M	84	37%
Majestic Oak Financial, LLC	Typical $610K	$51M	84	10%
N Financial Plans	Typical $550K	$46M	84	18%
Cash Flow Investment Services LLC	High $1.1M	$90M	86	28%
Aspetuck Financial Management LLC	Very High $1.8M	$160M	87	38%
Boerum Hill Financial Advisors LLC	Typical $530K	$46M	87	8%
Integrated Financial Consulting, LLC	Very High $1.6M	$140M	87	46%
MDRN Wealth	High $830K	$72M	87	23%
WallStreeti.com	High $1.2M	$110M	87	100%
Amazz Investment Management, Inc.	Typical $740K	$65M	88	56%
Komich Capital Advisors	Low $250K	$22M	88	11%
Runnymede Capital Management Inc	High $890K	$79M	88	44%
Bullseye Investment Group	Typical $630K	$56M	89	94%
Heal Financial LLC	Low $220K	$19M	89	0%
Sanskar Advisors, Inc.	Typical $540K	$48M	89	16%
BIGGIN, INC.	High $910K	$82M	90	29%
Clarity Investments + Planning LLC	Very High $1.6M	$140M	90	47%
hgTurner Associates LLC	Very Low $150K	$14M	90	2%
Keep It Simple Financial Planning	Typical $770K	$71M	92	21%
Pushkin Advisory Group, LLC	Typical $520K	$48M	92	27%
S.H. Capital Management Corp.	Typical $600K	$55M	92	15%
WealthPro, LLC	Typical $540K	$50M	92	0%
Atlas Peak Advisors, Inc.	High $920K	$86M	94	22%
Dark Horse Wealth LLC	Low $380K	$36M	94	11%
AQS Management, LLC	Low $260K	$25M	95	0%
Iron Path Wealth Management, Inc.	Typical $610K	$58M	95	47%
Lewis Weil Co.	Very Low $63K	$6.2M	98	0%
Safran Wealth Advisors, LLC	High $1.4M	$130M	98	48%
Sound & Secure Advisors LLC	Low $420K	$41M	98	7%
MJB Asset Management LLC	High $1.2M	$120M	99	38%
Capital Designs	—	—	100	0%
Hayden Capital	Low $320K	$32M	100	85%
Stkeros Financial Planning, LLC	Very Low $0	$0	100	30%
Client Priority Financial Advisors LLC	Very Low $0	$0	103	86%
Leo Wealth Management, LLC	Low $320K	$33M	103	10%
Adirondack Retirement Strategies	Very Low $180K	$19M	105	8%
Treesa Financial Planning, LLC	—	—	106	0%
Scipione Wealth Advisors, Inc.	Low $360K	$39M	107	8%
Anglia Advisors	Low $350K	$39M	110	9%
Rock Ridge Wealth LLC	Very Low $170K	$19M	110	0%
Tapparo Capital Management	High $820K	$92M	113	28%
Liberty Wealth Managers	Typical $530K	$60M	114	21%
All-Pro Advisors LLC	Typical $470K	$55M	116	35%
Taos Investment Advisors, LLC	Typical $680K	$79M	116	59%
Hudson View Advisors, LLC	Typical $500K	$58M	117	10%
Retired Capital LLC	Very Low $59K	$6.9M	117	100%
Haven Capital Group	High $1.2M	$140M	118	69%
Universe, Inc.	Low $210K	$25M	119	13%
Ibis Capital Management, LLC	Low $310K	$37M	120	10%
Finmas Capital LLC	Very Low $29K	$3.5M	121	1%
TruNorth Financial LLC	Low $320K	$39M	123	7%
ABC Wealth Inc	Low $220K	$27M	125	4%
Zidel Financial Inc.	High $1.2M	$160M	128	34%
Mountain Pass Planning	Typical $570K	$73M	129	26%
Capital Benchmark Partners, LLC	Low $400K	$52M	130	14%
The WealthPlan LLC	Typical $660K	$87M	132	28%
Avanti Wealth Management	Typical $550K	$74M	136	0%
Genesis Asset Management Group, Inc.	Typical $640K	$87M	136	66%
Domo Capital Management, LLC	Very Low $180K	$25M	137	33%
Green Financial Management, LLC	Low $400K	$55M	137	24%
Amidon & Petersen Financials, LLC	Low $280K	$39M	139	14%
Nine30 Advisors LLC	Very Low $4.7K	$650K	140	0%
Solebury Asset Management LLC	Typical $520K	$73M	142	9%
J. Mandwelle Capital Management	Low $420K	$61M	143	22%
Ronald A. Bartlett & Associates, Ltd.	Very Low $93K	$13M	143	1%
Clear View Wealth Advisors	Very Low $180K	$26M	144	0%
Occam Capital Management, LLC	Typical $460K	$67M	147	6%
Rochester Investments	Typical $470K	$70M	147	16%
Waterstone Wealth Advisors, LLC	High $1.1M	$160M	148	34%
Leslie Marie Giordano	Low $300K	$44M	150	4%
Gilbert Financial, LLC	Typical $720K	$110M	152	55%
Mountain View Strategic Wealth, LLC	Low $400K	$63M	157	11%
T.M. Murphy Investment Management, Inc.	Low $230K	$37M	159	41%
Intrepid Wealth Partners, LLC	Low $320K	$52M	160	14%
MD Wealth Advisors Inc	Typical $560K	$91M	163	50%
Blue Water Financial Investor Coaching, LLC	Low $380K	$64M	170	8%
Hudson Companies	Low $280K	$49M	172	16%
Anthony J. Orlando Inc.	Typical $430K	$74M	173	14%
Financial Solutions Associates	High $880K	$150M	174	37%
Financial Answers, LLC	Very Low $0	$0	176	27%
My Financial Planner, LLC	—	—	180	0%
Summer Fields Investments, LLC	Very Low $160K	$30M	186	18%
Walnut Investment Services LLC	Typical $470K	$90M	193	9%
Peconic Asset Planning	Low $300K	$60M	203	7%
McGrath WealthCare, LLC	Very Low $0	$0	212	14%
Advisor Financial Services, Inc.	Low $280K	$62M	220	17%
Financial Freedom Capital Management	Low $220K	$52M	234	9%
The Hajdari Group, LLC	Typical $540K	$130M	241	20%
Fortune Advisory Services	Very Low $14K	$3.3M	243	0%
GPS Financial, LLC	Low $290K	$77M	263	5%
Lightedway Advisory Services, Inc.	Low $420K	$110M	267	75%
DPCM	Low $290K	$77M	270	19%
Invictus Timing Service Ltd	Low $360K	$100M	286	12%
East Guilford Financial Services LLC	Typical $640K	$190M	301	18%
Equinox Financial Advisors, Inc.	Low $340K	$100M	310	12%
Ever Green Wealth Management, LLC	Low $220K	$80M	363	3%
New Street Advisors Group LLC	Very Low $30K	$15M	510	0%
LendingRobot	Very Low $18K	$11M	609	0%

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