AUM per client for Independent firms serving clients in Ohio

Independent firms active in Ohio 346 firms

Very Low $44K-$180K

Low $180K-$350K

Typical $350K-$650K

High $650K-$1.1M

Very High $1.1M-$2.6M

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

Median: $460K

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Firm	AUM/client	AUM	Clients	HNW client %
Alaminos Wealth Planning	—	—	—	—
ALC Investment Advisory Services, LLC	—	$0	—	—
Arch City Financial	—	—	—	—
Arven Wealth Management LLC	—	—	—	—
Aspire Capital Management, LLC	—	$0	—	—
Athyra Financial Partners	—	—	—	—
Belay Finance	—	—	—	—
Belser Pinnacle Financial Advisors, LLC	—	—	—	—
Bliss Financial Consulting	—	$0	—	—
Bricker Financial	—	$0	—	—
Chagrin Valley Legacy Advisors, LLC	—	—	—	—
Chapters to Wealth	—	—	—	—
Clark Soeten	—	—	—	—
Cloudsplitter Financial Planning, LLC	—	$0	—	—
Cochran Wealth Management LLC	—	$0	—	—
Communitas Financial Planning PBC	—	—	—	—
Compass Planning, LLC	—	$0	—	—
Cullen Investment Group	—	$0	—	—
Davis-Ross Investment Advisers, LLC	—	$0	—	—
Davis Wealth Management, LLC	—	—	—	—
DCA Investment Advisory, LLC	—	$72K	—	—
Devtara Financial	—	—	—	—
DFFA, LLC	—	—	—	—
Everlution Capital LLC	—	—	—	—
FirstTen Financial	—	—	—	—
FP Investment	—	—	—	—
Grenadilla Advisory LLC	—	$2.5M	—	—
HD Pinnacle Advisors, Ltd.	—	—	—	—
Innerworks Wealth Management	—	—	—	—
Jacobsma Financial	—	$92K	—	—
James Ruthsatz Pinnacle Advisors LLC	—	—	—	—
JFJ Advisory Services LLC	—	$76K	—	—
Jhanti Financial	—	—	—	—
Jovan, Ltd.	—	—	—	—
Juarez, Andreas	—	$5.7K	—	—
Kee Huchok Wealth Management LLC	—	—	—	—
Kelda Wealth Management LLC	—	—	—	—
Kith & Kin Wealth	—	—	—	—
Lachance Wealth Partners	—	—	—	—
Legacy Finance Group LLC	—	$750K	—	—
Michael G. Miller & Associates, L.L.C.	—	—	—	—
Milestones Financial	—	—	—	—
Moment Financial Planning	—	—	—	—
Moore Money Solutions	—	—	—	—
Mount Vernon Financial	—	—	—	—
O2 Investments LLC	—	$0	—	—
O'Brien Strategic Wealth	—	—	—	—
Purpose1st Financial	—	$0	—	—
Queen City Wealth	—	—	—	—
Radiant Wealth Advisory, LLC	—	$0	—	—
R&B Financial Consultants	—	—	—	—
Retirement Planning Group, LLC	—	$2.4M	—	—
Ridge and Republic Financial	—	$0	—	—
Ripple Effect Investment Strategies, LLC	—	—	—	—
R & M Consultants, Ltd.	—	—	—	—
RMH Advisors, LLC	—	—	—	—
Rodgers Capital Management, LLC	—	$350K	—	—
Rovia Tree Financial LLC	—	$0	—	—
Sapphire Wealth	—	—	—	—
Selhorst Services Inc.	—	$0	—	—
Shealy / Pinnacle Advisors, Ltd.	—	—	—	—
Spicer Wealth Management	—	—	—	—
Spring Ocean Capital LLC	—	$2.2M	—	—
Stillpoint Capital	—	—	—	—
Sullivan Pinnacle Advisors, Ltd.	—	—	—	—
The Investment Engineer	—	$0	—	—
Thomas Nyitray, Sole Proprietor	—	—	—	—
Thunderbird Financial Coaching	—	—	—	—
Titan Wealth Management	—	—	—	—
TMT Investment Adviser	—	—	—	—
Trajectory Financial Planning	—	$0	—	—
Veritas Capital	—	$0	—	—
WS Wealth Management, LLC	—	—	—	—
Candela Financial	Very Low $21K	$21K	1	0%
Financial Legacy Builders	Very Low $0	$0	1	0%
Taub Investment Planning Services LLC	Low $270K	$270K	1	0%
Vital Signs Financial Services LLC	—	—	1	0%
Echo Financial Advisors, LLC	Very Low $12K	$24K	2	0%
Firefly Wealth Management	Very Low $33K	$65K	2	0%
Grail Capital LLC	Very High $1.5M	$3.1M	2	100%
Hyvorian Financial	Very Low $70K	$140K	2	0%
J1 Capital LLC	Very High $4.8M	$9.5M	2	100%
Ogden Asset Management, LLC	Very High $1.9M	$3.9M	2	0%
Priad Investment Advisers, L.L.C.	Very High $2.2M	$4.3M	2	100%
Roud Financial Services, LLC	High $940K	$1.9M	2	0%
Silverleaf Investment Group, LLC	Very High $17M	$34M	2	100%
Strategic International	Very Low $88K	$180K	2	0%
Valiance Group	Very High $1.2M	$2.5M	2	100%
Dorsey Groomes Wealth Management	Typical $370K	$1.1M	3	0%
Hindman Financial, LLC	—	—	3	0%
Lifetime Financial Advisors LLC	Very High $4.8M	$14M	3	0%
Omega Capital Management LLC	Very High $1.3M	$4M	3	100%
Poling Capital Management, LLC	High $760K	$2.3M	3	0%
Reaching Upward Financial Solutions LLC	Very Low $100K	$300K	3	33%
Central Point Wealth Management LLC	Low $310K	$1.2M	4	0%
Family Wealth Counselors, LLC.	—	—	4	0%
UIS Investment Management LLC	Very Low $0	$0	4	0%
Wealth Pinnacle, Inc.	High $990K	$4M	4	75%
C.N.M. Management, LLC	High $1M	$5M	5	100%
Harvest Money \| Invest Your Faith	High $650K	$3.2M	5	0%
Lifetime Financial Planning Solutions, LLC	Very Low $0	$0	5	0%
Nuts2invest.com, LLC	—	—	5	0%
A Schaffer Advisor Services	Typical $380K	$2.3M	6	0%
JDN Financial LLC	Low $190K	$1.1M	6	50%
Kurfees Capital Management, LLC	Very High $1.4M	$8.5M	6	100%
Oberdorfer Financial	High $790K	$4.7M	6	17%
Pay It Forward Financial Planning, LLC	Very High $2.6M	$16M	6	83%
POULOS, Ernest, D.	High $860K	$5.2M	6	0%
Atlas Wealth Management	Typical $480K	$3.3M	7	0%
Gartner Financial Advisors	Very High $2.8M	$19M	7	100%
Goodrich Asset Management LLC	Typical $440K	$3.1M	7	14%
Marin Financial Group	High $690K	$4.8M	7	43%
Orend Investment Management, Inc.	Low $340K	$2.4M	7	0%
Philipp Capital Advisors	Very High $2M	$14M	7	57%
Precision Vector Financial	Very Low $81K	$570K	7	0%
Dye Family Office	Very High $4M	$32M	8	38%
Hannegan Wealth Management, LLC	Low $220K	$1.8M	8	0%
Harman Investment Advisors	Typical $370K	$3M	8	0%
Herrington Investment Solutions	High $700K	$5.6M	8	75%
Lively Financial LLC	Very Low $180K	$1.4M	8	0%
Masdevallia LLC	Typical $410K	$3.3M	8	0%
Newgrange Asset Management LLC	Very High $2.9M	$23M	8	100%
Saunix Investment Management, LLC	Very High $1.4M	$11M	8	88%
Solido Financial LLC	Very High $2.4M	$19M	8	75%
Southworth Investment Management, LLC	Very High $4M	$32M	8	38%
International Management Advisors Ltd.	Very High $12M	$110M	9	100%
Leither's Financial Planning, Inc.	—	—	9	100%
Organic Wealth, LLC	High $720K	$6.5M	9	33%
Stepping Stone Advisors, LLC	Very Low $60K	$540K	9	22%
Blue Chip Financial Advisors, Inc.	Very Low $100K	$1M	10	0%
FO Investments, LLC	Very High $2.8M	$28M	10	100%
KNA Capital	Low $310K	$3.1M	10	0%
Shawnee Investments & Planning	Very Low $120K	$1.2M	10	10%
Southward Financial Services, LLC	High $950K	$9.5M	10	0%
Westlake Advisors	—	—	10	0%
Wrought Iron Financial LLC	Very Low $100K	$1M	10	0%
Chiarezza Capital Management, LLC	Low $250K	$2.8M	11	0%
Linden Ash Capital	Very High $1.3M	$14M	11	0%
Square Peg Financial Advisory Services, LLC	Very Low $120K	$1.3M	11	0%
Unrivaled Wealth Management	High $1.1M	$12M	11	55%
Virgil Wealth Advisory	Very Low $110K	$1.2M	11	0%
WRK Investments, LLC	High $880K	$9.7M	11	45%
Elk Capital Advisors, LLC	Low $230K	$2.8M	12	0%
Herrick Portfolio Management Co.	Very Low $44K	$530K	12	0%
Ville Wealth Management	High $930K	$11M	12	17%
WealthGuides LLC	Typical $370K	$4.4M	12	8%
Apricity Financial Planning	Very Low $110K	$1.4M	13	8%
Blue Advisors	Very High $1.3M	$17M	13	46%
Cincinnati Wealth Management, Inc.	Very High $1.2M	$16M	13	46%
Glass City Capital Management, LLC	Typical $460K	$5.9M	13	0%
Mandel Financial Services	Very High $2.2M	$28M	13	62%
MFH Investments Inc.	Very High $2.3M	$30M	13	31%
Ronald J. Rich Financial Advising	High $750K	$9.8M	13	8%
Russo Investment Management	Very High $1.3M	$16M	13	69%
Triangulated Capital Management, LLC	Low $310K	$4M	13	0%
Winner Wealth Management	High $650K	$8.5M	13	0%
Wisdom Investment Strategies, LLC	High $1.1M	$14M	13	77%
Anchor Wealth Advisor	Very High $1.7M	$24M	14	79%
Argo Wealth Management	Typical $410K	$5.7M	14	0%
Budak Financial Group, LLC	Very Low $90K	$1.3M	14	0%
Chrys Financial Planning, LLC	High $1M	$15M	14	36%
Crawford Wealth Management	Very High $3.8M	$53M	14	71%
NextGen Wealth Defense LLC	Typical $420K	$5.9M	14	36%
Taylor Financial Management Inc	Very High $3.3M	$46M	14	57%
WelsPire LLC	Very High $1.9M	$26M	14	64%
Affinity Financial LLC	Very Low $140K	$2.1M	15	0%
ConservativeMoney LLC	Typical $610K	$9.1M	15	27%
Damian Capital Management, LLC	Very Low $39K	$590K	15	0%
Emerald Investments, Inc.	Low $350K	$5.3M	15	47%
Quillpen Advisors, LLC	Very High $1.2M	$20M	16	53%
Spencer Hawkins Investment Adviser, LLC	Low $210K	$3.2M	15	0%
Whitestone Capital Management, Inc.	Typical $410K	$6.1M	15	0%
Finance 180	Very Low $100K	$1.7M	16	13%
Flegal Financial Planning	High $900K	$14M	16	50%
Fortress Financial Partners	Typical $440K	$7.1M	16	0%
MEV Value LLC	High $760K	$12M	16	31%
MSM Financial, LLC	High $900K	$14M	16	44%
Intera Financial Planners LLC	Very High $1.4M	$24M	17	47%
Strait Direction Wealth Management	Very Low $130K	$2.2M	17	0%
Zenith Investments	High $860K	$15M	17	0%
Bellwether Investment Services LLC	Very Low $150K	$2.7M	18	0%
FinancialFamilies	—	—	18	0%
KIPI Financial Planning LLC	Low $310K	$5.5M	18	17%
Reinhart Asset Management LLC	Very Low $160K	$2.9M	18	0%
Robert J Young	Very Low $79K	$1.4M	18	0%
SecuraWealth	Very High $1.2M	$22M	18	0%
Shipwright Advisors	Very Low $120K	$2.2M	18	11%
SSB Managed Wealth, LLC	Very High $2M	$37M	18	44%
GJW Investment Adviser LLC	Low $280K	$5.3M	19	5%
Masterson Investment Counsel	Low $260K	$5M	19	100%
Providence Financial Services, LLC	High $660K	$13M	19	32%
D.A. Schwenker & Assoc.'s, Inc.	Very Low $150K	$3.1M	20	0%
Fein Advisors	Very Low $0	$0	20	50%
Partners Investment Services, Inc	—	—	20	0%
Porter Wealth Management, LLC	Typical $580K	$12M	20	65%
QCFO, LLC	High $1M	$21M	20	85%
Roscoe Financial	Typical $570K	$11M	20	20%
Tranquil Path Financial Planning	High $1M	$20M	20	30%
DBA, Cornerstone Investment Counsel	Low $240K	$5.1M	21	24%
Lindisfarne Investments, LLC	Very Low $76K	$1.6M	21	0%
Phase Line Financial	Low $350K	$7.3M	21	19%
RR Portfolios, LLC	Very High $1.5M	$31M	21	67%
Samatva Wealth Management LLC	Very Low $39K	$830K	21	0%
Thomas & Company LLC	Very High $3.9M	$81M	21	71%
Vaughan Investment Advisors, LLC	High $670K	$14M	21	14%
Entrypoint Wealth Management	High $790K	$17M	22	32%
Sterling Financial Group LLC	—	—	22	0%
Elevated Finance	Very Low $69K	$1.6M	23	0%
Hawk100	Typical $600K	$14M	23	39%
Landphair Wealth Management LLC	Typical $550K	$13M	23	17%
Pennant Wealth Management LLC	Very Low $140K	$3.3M	23	4%
Bellaire Capital Management, LLC	Typical $640K	$15M	24	58%
Coletta Capital, LLC	Low $290K	$6.9M	24	8%
Investment Initiatives, LLC	Typical $550K	$13M	24	33%
Kelly Financial Planning, LLC	—	—	24	0%
Heath Capital Management, Inc.	Very High $1.5M	$37M	25	0%
Intelligent Capital Management LLC	Low $220K	$5.4M	25	0%
Legacy Financial Advisors, LLC	—	—	25	0%
NEO Investment Counsel, LLC	Very High $2.9M	$71M	25	60%
Victory Financial Services LLC	Typical $550K	$14M	25	24%
Zimmer Financial Planning	—	—	25	100%
Cognition Financial LLC	Low $290K	$7.5M	26	12%
Fortifi Capital, LLC	Low $180K	$4.8M	26	0%
Jim Earl Financial	Very Low $39K	$1M	26	0%
Dean Financial Advisory, LLC	Very High $1.4M	$37M	27	48%
Family Life Financial Planning	Low $210K	$5.8M	27	0%
Palmetto Wealth Management, LLC	Very High $1.2M	$32M	27	33%
Right Investment Team LLC	Typical $380K	$10M	27	15%
Oncenter Financial Advisors LLC	Very High $1.9M	$55M	28	46%
Spillane Financial Planning, Inc.	Very High $1.3M	$36M	28	75%
The Freedom Experience, Inc.	High $730K	$20M	28	100%
Clarion River Adventures, LLC	Typical $450K	$13M	29	0%
Wealthought LLC	High $780K	$23M	29	28%
Western Reserve Wealth Management LLC	Very High $1.4M	$40M	29	38%
Zak Advisory, LLC	Low $210K	$6M	29	0%
Truly Prosper Financial Planning LLC	Very High $2.4M	$71M	30	80%
Moy Investment Management, LLC	Very High $2.6M	$81M	31	52%
Oak Park Wealth Management LLC	Very High $1.5M	$48M	32	34%
Greene Wealth Management LLC	Low $280K	$9.1M	33	21%
JR Mesenburg and Associates, LLC	Very High $3.6M	$120M	33	94%
Personal Wealth Management Advisors, Inc.	Typical $580K	$19M	33	15%
Summit Investments and Financial Planning	Low $310K	$10M	33	0%
Stage Ready Financial Planning	High $850K	$29M	34	41%
T Green Wealth Advisors LLC	Very Low $82K	$2.8M	34	0%
Anfield Wealth Management	Typical $500K	$18M	35	0%
Beechwood Capital Management, Inc.	Typical $360K	$12M	35	0%
Doncaster Wealth LLC	Low $310K	$11M	35	54%
Heyman Investment Counseling LLC	Very High $3M	$110M	35	74%
Impassioned Wealth Management Ltd	Typical $520K	$18M	35	26%
Pearson Asset Management Company	Very Low $160K	$5.7M	35	0%
Prelude Financial	High $930K	$34M	36	42%
Forward Thinking Wealth Management	Very High $1.2M	$46M	37	73%
Fusion Planning LLC	Very Low $75K	$2.8M	37	8%
Hoffman Investment Services, LLC	High $1.1M	$41M	37	84%
Quiet Wealth Management	Very High $1.9M	$70M	37	0%
Sapphire Fiduciary Advisors, LLC	High $700K	$26M	37	27%
True North Financial Advisors, LLC	Very High $1.4M	$50M	37	49%
University Wealth Advisors LLC	High $690K	$26M	38	13%
Belden Financial, LLC	Typical $560K	$22M	39	21%
Emmaus Investor Services Corp.	Low $270K	$10M	39	0%
Alda Advisors, Inc.	Very Low $0	$0	40	0%
Donald Felty, LLC	Low $270K	$11M	40	8%
Gant Investment Advisors, Inc.	Very Low $44K	$1.8M	40	0%
Kollar Wealth Advisors, LLC	Low $310K	$12M	40	5%
Bigby Financial Planning, LLC	Typical $460K	$19M	41	29%
Deem Asset Management	Low $280K	$11M	41	34%
M. Thomas Capital Management	Low $200K	$8M	41	0%
Omkara Capital LLC	High $980K	$40M	41	37%
W.M. Baker Investments LLC	Very Low $110K	$4.5M	41	0%
Your Wealth Financial Solutions, LLC	Low $260K	$11M	41	2%
FESTOG Capital, LLC	Typical $620K	$26M	42	24%
Hughes Financial Group, LLC	Typical $540K	$23M	42	40%
Living Room Wealth Management	Very High $1.6M	$66M	42	52%
Vermillion Private Wealth	Low $320K	$14M	42	14%
Wilson & Browning, Inc.	Typical $440K	$19M	42	5%
Kyleshill Financial Planning	Very High $2.2M	$92M	43	70%
Balser Wealth Management, LLC	Low $340K	$16M	44	50%
Kisin Wealth Management LLC	Very Low $120K	$5.1M	44	0%
Dunphy Wealth Management, Inc.	Low $300K	$13M	46	49%
F2 Wealth	Typical $450K	$20M	45	51%
Fiducia Wealth Management	High $800K	$36M	45	11%
Lampe Financial Group LLC	Very High $1.2M	$56M	45	47%
E2 Financial Services, LLC	Low $180K	$8.3M	46	0%
Priority Investment Management LLC	Very Low $160K	$7.3M	46	0%
Roche Financial Partners LLC	Very High $1.6M	$73M	46	35%
Saga Partners LLC	Typical $450K	$21M	46	80%
Hygge Advisors, LLC	Typical $500K	$23M	47	9%
Peak Financial Partners, LLC	Low $330K	$16M	47	13%
Greenrock Advisory LLC	High $1M	$49M	48	0%
Fractal Financial Design, LLC	High $760K	$37M	49	35%
Athletes Financial Advisers, LLC	Very High $1.3M	$67M	50	30%
Cambridge Financial and Tax Advisors, LLC.	Very Low $0	$0	50	0%
Crimson Oak Wealth Management, LLC	High $780K	$39M	50	28%
Smith Capital Management, LLC	Low $190K	$9.5M	50	0%
Steele Investment Counsel, Ltd.	Very High $1.7M	$83M	50	26%
Arena Wealth Advisors LLC	High $950K	$49M	51	25%
McLean Financial Planning and Investment Management	Low $320K	$16M	51	22%
Sky Vision Wealth, LLC	High $690K	$35M	51	24%
Wealth Transitions, LLC	High $900K	$46M	51	47%
Stirling Bridge Wealth Partners, LLC	Very High $1.3M	$67M	52	44%
VIVCAP LLC	Typical $520K	$27M	52	54%
21 St Century Equity Advisors Corporation	High $950K	$50M	53	49%
Jacobs Wealth Management, LLC	Low $190K	$10M	53	2%
Bigham Wealth Advisory LLC	Low $210K	$11M	54	4%
Nickelplate Financial LLC	Low $310K	$17M	54	7%
Runnymede Capital Advisors, Inc.	Very High $3.1M	$160M	54	30%
AJD Wealth	Typical $440K	$24M	55	15%
Sound Asset Management, Inc.	Low $280K	$15M	55	11%
TCM Wealth Advisors	Typical $530K	$29M	55	13%
Well Spent Wealth Planning	High $740K	$40M	55	22%
Adair Financial Private Client Group	Very High $1.4M	$79M	56	43%
SR Financial Services, Inc.	Very High $1.5M	$82M	56	34%
Zimmerman Capital Management	High $1M	$56M	56	54%
Milestone Wealth Strategies	Low $210K	$12M	57	7%
Eagle Eye Advisory LLC	High $850K	$98M	116	0%
Family Financial Services, LLC	Very High $1.7M	$98M	58	31%
Nirvana Analytics, LLC	Low $200K	$12M	58	5%
Epic Financial, LLC	High $740K	$44M	59	25%
New Millennium Asset Management, Inc.	Typical $560K	$33M	59	32%
Pomeroy Financial Planning, LLC.	—	—	59	0%
Spreckels Wealth Management	Very High $1.5M	$90M	59	90%
Accountable Financial Planning LLC	—	—	60	50%
Agora Investments	Very Low $170K	$10M	60	0%
Cleveland Retirement Planning LLC	High $810K	$49M	60	37%
Confiance, Financial & Investment Advisors	Typical $510K	$31M	60	0%
Tishy Financial LLC	Low $240K	$15M	61	18%
Fiduciary Wealth Management, LLC.	Very Low $89K	$5.5M	62	0%
Duke Financial Services	Low $220K	$14M	63	0%
Appaloosa Wealth Management LLC	Very High $1.4M	$89M	65	31%
Gateway Financial	Typical $630K	$41M	65	29%
Schmerge Executive Planning Services, Inc.	Typical $640K	$42M	65	22%
Ascend Wealth Advisors, LLC	Typical $620K	$41M	66	47%
Chester Financial Services LLC	Low $180K	$12M	66	9%
Thomas Everett Investments, LLC	Very Low $52K	$3.4M	66	0%
4 Star Advisory Services LLC	Very Low $130K	$8.5M	67	0%
Bauer Financial Services, Inc.	Low $320K	$21M	67	0%
Integrity First Planners, Inc.	High $740K	$50M	59	26%
One Brick Capital, LLC	High $740K	$50M	68	38%
Behlke Financial	Typical $420K	$29M	69	0%
Lyon Capital Strategies	Very Low $99K	$6.9M	69	0%
Alliant Capital Management LLC	High $1.1M	$77M	70	51%
Dennis Capital Management, L.L.C.	Typical $380K	$26M	70	0%
Trendcalc Dynamics	Typical $500K	$35M	70	4%
Wealth Accel	High $1.1M	$75M	70	43%
Great Lakes Financial Companies Inc.	Very Low $150K	$11M	71	0%
Great Lakes Retirement Planning LLC	Very Low $92K	$6.7M	72	0%
Volition Financial Network, LLC	Low $300K	$22M	72	7%
3CM Capital Management, LLC	Very Low $100K	$7.5M	73	0%
Epoch Wealth Management	Very Low $0	$0	74	73%
James A Wynne LLC	Typical $540K	$40M	74	14%
Ten Talents Asset Management	Typical $460K	$35M	76	18%
Borland Marker	Very High $1.3M	$98M	78	69%
Warren Wealth Management & Tax Planning Inc.	Typical $390K	$31M	80	8%
Tricord Wealth Advisors	Very Low $95K	$7.7M	81	0%
Vertice Capital Partners, LLC	Very Low $69K	$5.6M	81	2%
Alban Investment Management, LLC	Typical $610K	$50M	82	20%
Columbus Street Wealth Management, LLC	Very High $1.7M	$140M	82	46%
Financial Guidance Investment Advisers, Inc.	Typical $620K	$51M	83	11%
Jameson & Griffin Financial	Low $250K	$21M	83	1%
Macino Financial, LLC	Very Low $150K	$13M	83	0%
Phibbs Financial	Low $320K	$27M	83	2%
Price Planning, LLC	Very Low $0	$0	83	0%
Broker One	Typical $360K	$30M	84	0%
Lynch Retirement Advisors, LLC.	Low $240K	$20M	84	0%
Pulse Wealth	Typical $600K	$50M	84	17%
BullRock Capital, LLC	High $990K	$85M	85	29%
Sterling Advisory Group LLC	Typical $350K	$30M	85	11%
Buckeye Financial Solutions, Inc.	Very High $1.1M	$96M	86	33%
EHMLI Investment Advisors LLC	Low $350K	$30M	86	56%
Powers Capital Management, LLC	Typical $610K	$52M	86	92%
Richard Miller Financial Services, LLC	Very Low $97K	$8.4M	86	0%
Forward Financial LLC	High $890K	$78M	88	23%
Ascend Wealth Management	Very Low $96K	$8.6M	89	7%
Ferraro Wealth Management, LLC	Very High $1.1M	$100M	93	61%
JGR Financial Solutions	High $840K	$78M	93	24%
Corwin Company LLC	High $1.1M	$100M	95	40%
Diamond Equity Advisors	Very Low $170K	$16M	95	0%
Patriot Wealth Planners LLC	—	—	95	0%
Zimmerman Advisory Group, LLC	Low $330K	$31M	96	4%
Arcadia Financial Partners, LLC	Very Low $0	$0	97	48%
What About Us Financial	Low $290K	$29M	98	5%
Capital Management Analytics	Low $310K	$31M	99	36%
Trac Asset Management LLC	High $870K	$86M	99	22%
Mundell Asset Management LLC	—	—	100	0%
Prestige Wealth Management LLC	Low $260K	$26M	100	18%
Troy R. Spratley Investment Advisory	—	—	100	0%
Royal Palm Investment Advisors, Inc.	Typical $390K	$40M	101	10%
Hyland Wealth Management LLC	Typical $620K	$63M	102	17%
Anthony Investment Management, LLC	High $690K	$73M	105	17%
Gateway Wealth, Inc.	High $850K	$89M	105	5%
Gateway Asset Management, LLC	High $660K	$69M	106	21%
Burns Financial Advisors, Inc.	Very Low $84K	$9M	107	0%
Scott S. Duko, Registered Investment Advisor, Ltd.	Typical $450K	$48M	108	18%
S.C. Thomas & Associates, CPA, LLC	High $970K	$100M	108	27%
Spinnaker Financial Group, LLC	Typical $550K	$59M	108	13%
Deeter Advisory Group, LLC	High $1M	$110M	110	0%
EFS Wealth Management LLC	Low $180K	$19M	110	1%
FSC Advisors LLC	Very Low $150K	$17M	113	0%
Turnstone Financial	Very High $1.1M	$130M	113	27%
Weiser Financial Planning LLC	Typical $450K	$52M	114	38%
Family Financial Planning, LLC	Typical $350K	$41M	115	19%
Infresh, Inc.	Typical $540K	$62M	116	11%
Monetary Solutions, Ltd.	Very High $1.1M	$140M	123	31%
Seven Hills Capital Advisors	High $1.1M	$130M	123	54%
Isgrig Capital Asset Management, LLC	Very Low $0	$0	124	45%
Timewealth Advisors Inc.	Low $330K	$42M	127	53%
Freewood Private Wealth Management, LLC	Typical $470K	$62M	131	19%
Private Harbour Investment Management & Counsel LLC.	Very High $1.2M	$160M	135	36%
Reckard CPA Advisors, LLC	—	—	135	0%
New Legacy Financial Group, LLC	Typical $460K	$63M	137	32%
Wyoming Wealth Management, LLC	Low $300K	$41M	138	17%
Sabre Asset Management LLC	High $760K	$110M	139	22%
Alpha Asset Management	High $870K	$130M	149	26%
Kedzior Wealth Management LLC	Typical $520K	$77M	149	23%
John T. McCarthy, LLC	Typical $390K	$61M	155	24%
Richwood Investment Advisors, LLC	High $990K	$160M	156	46%
Jaras Financial Services, Inc.	High $680K	$110M	166	25%
Northpoint Financial Planning LLC	Low $290K	$50M	170	38%
Queen City Capital Management, LLC	High $660K	$110M	173	25%
George Financial Services	Very Low $110K	$20M	175	0%
VWR Financial Advisory Services	Very Low $140K	$24M	175	0%
Fitbux RIA LLC	Very Low $28K	$5.1M	180	0%
Marathon Strategic Advisors, LLC	High $880K	$170M	195	38%
Huffman Wealth Management	Typical $430K	$86M	199	11%
SunRift Capital Partners LLC	Low $200K	$40M	205	3%
Athens Impact Socially Responsible Investments	Very Low $140K	$28M	207	5%
The Baran James Company, Inc.	Typical $420K	$90M	212	13%
EGSI Investment Management	Typical $410K	$90M	217	9%
SKA Financial Services, Inc.	High $670K	$150M	217	19%
McCollum Investment Advisors	Low $290K	$64M	222	11%
Samuels Financial Services, Inc.	Low $230K	$34M	43	21%
Schmidt Wealth Management, L.L.C.	Low $260K	$60M	235	11%
Structured Investment Advisors, LLC	Low $300K	$89M	299	24%
Princeton Center Planning and Investments, LLC	Very Low $110K	$36M	327	0%
Bell City Wealth, Inc.	Typical $440K	$150M	337	10%
Worldwide Capital Advisors, LLC	Low $220K	$84M	380	8%
Van Winkle Wealth Management Group LLC	Low $310K	$120M	392	3%
HDA Wealth Management, LLC	Low $290K	$160M	540	7%

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