AUM per client for Independent firms serving clients in Pennsylvania

Independent firms active in Pennsylvania 415 firms

Very Low $39K-$200K

Low $200K-$390K

Typical $390K-$630K

High $630K-$1.1M

Very High $1.1M-$2.3M

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

Median: $490K

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Firm	AUM/client	AUM	Clients	HNW client %
AES Triplex	—	—	—	—
Alegre Wealth Management, LLC	—	—	—	—
Ando Arashi	—	$0	—	—
Ascension Legacy Partners, Inc.	—	$0	—	—
Atlantic Financial Management LLC	—	$11K	—	—
Block House Investments, LLC	—	—	—	—
Blue Coast Financial Planning	—	—	—	—
Blue Horizon Wealth Management, LLC	—	—	—	—
Bricker Financial	—	$0	—	—
Brinker Financial	—	—	—	—
Buckler Wealth Management, LLC	—	$0	—	—
Burnett Lane Advisors, LLC	—	$0	—	—
Cartera Investments	—	$250K	—	—
Cerebrum Financial Services, LLC	—	—	—	—
Charitable Foundation Services LLC	—	—	—	—
Clearstream Planning, LLC	—	—	—	—
Coastal Carolina Financial Partners LLC	—	—	—	—
Convivia Financial LLC	—	—	—	—
Daniel Power, LLC	—	$0	—	—
Deerfront LLC	—	—	—	—
DeLuca Financial Planning	—	$0	—	—
Diversified Human Solutions	—	—	—	—
Elevation Wealth LLC	—	$0	—	—
Finease Consulting	—	—	—	—
Ford Financial Advisors, Limited	—	—	—	—
Ford Investment & Retirement Management LLC	—	$2M	—	—
Foundation Financial Planning, LLC	—	$0	—	—
Fratti Investment Management	—	—	—	—
FreedomTrust LLC	—	—	—	—
Global Wealth Management, LLC	—	—	—	—
Great Valley Tax & Financial Services	—	—	—	—
Greenbriar & Associates LLC	—	$0	—	—
Gregory Financial LLC	—	—	—	—
Hendrix Financial Planning	—	—	—	—
Hibernia Sales Corporation	—	—	—	—
Houseman Financial LLC	—	—	—	—
HYA Financial	—	—	—	—
iCapital Advisors	—	—	—	—
Insight Total Stewardship	—	—	—	—
Invictus Financial Services	—	—	—	—
Ivan Capital Management, Inc.	—	$15M	9	—
J.M. Hite Financial LLC	—	—	—	—
Joseph P. Kirlin III & Associates	—	—	—	—
Keith L. Eliou, CFP	—	$0	—	—
Keystone Fiduciary Financial Planning and Tax Advisory	—	—	—	—
Limeral Research	—	—	—	—
Longview Financial Planning LLC	—	—	—	—
Manion Financial Solutions LLC	—	$0	—	—
Michael Leslie Investments LLC	—	—	—	—
Mons Olympus LLC	—	$0	—	—
O'Brien Strategic Wealth	—	—	—	—
On Target Financial Planning	—	—	—	—
Parenti Wealth Management	—	—	—	—
Penn Portfolio Partners LLC	—	—	—	—
Pioneer Fortress Consulting LLC	—	$0	—	—
Private Wealth Services, LLC	—	—	—	—
Prosper Wisely, LLC	—	—	—	—
Randa Wealth Strategies	—	—	—	—
Rittenhouse Wealth Management, LLC	—	$3.4M	—	—
Row Your Own Boat	—	$540K	—	—
Saberi Investments, LLC	—	$960K	—	—
Salcedo Financial Services	—	$0	—	—
Secure Care Wealth Management, LLC	—	—	—	—
Sheth Group	—	—	—	—
Smart Financial Group, LLC	—	—	—	—
SP Retirement LLC	—	—	—	—
Step Forward Financial	—	—	—	—
Stirling Investment Management	—	—	—	—
Stonefield Capital Ltd.	—	—	—	—
Taxio	—	$0	—	—
T.E. Zimmerman, Investment Services	—	$0	—	—
The DeBart Group Inc.	—	—	—	—
The Grimm Group	—	$0	—	—
Time Investments, LLC	—	—	—	—
Timeless Wealth	—	—	—	—
Time Value Financial, LLC	—	$0	—	—
TP Investment Advisory Services, LLC	—	—	—	—
Vantage Advisors, LLC	—	$0	—	—
VERA-CPA, Inc.	—	$0	—	—
Vindicta Investment Advisors LLC	—	—	—	—
Wealth Apple, LLC	—	—	—	—
William Evans Investment Advisor	—	$0	—	—
Wilson Insight	—	$0	—	—
Woolstone Wealth Management	—	—	—	—
Fidelity Capital Management Corp	Very Low $150K	$150K	1	0%
Jura Investments, LLC	Very High $1.5M	$1.5M	1	100%
New Green Capital, LLC	Low $340K	$340K	1	0%
Prosperity Financial Planning LLC	Very Low $0	$0	1	100%
Social Justice Capital LLC	High $1.1M	$1.1M	1	100%
BrightPath Financial Advisors, LLC	Very Low $100K	$200K	2	0%
Locus Wealth Management	Very High $4.3M	$8.6M	2	0%
Tactical Wealth Planning LLC	Very High $1.9M	$3.7M	2	100%
Bird Financial Group LLC	Very Low $48K	$140K	3	0%
Dow Capital Management, LLC	High $890K	$2.7M	3	100%
Frazier Wealth Management	Low $360K	$1.1M	3	0%
G.S. Woods Wealth Management	Very Low $0	$0	3	0%
Tannhauser Financial LLC	Very Low $48K	$140K	3	0%
The Lyttle Company, LLC	High $980K	$2.9M	3	67%
UP Fintech Asset Management	Typical $500K	$1.5M	3	100%
Blue Devil Advisors LLC	High $650K	$2.6M	4	0%
Contrafactum Research & Management LLC	Low $280K	$1.1M	4	0%
Inclusive Wealth Financial Planning LLC	Low $230K	$910K	4	50%
Kell Capital, LLC	High $880K	$3.5M	4	100%
Keystone Wealth Management Services Inc	Very High $3M	$12M	4	50%
KWM Financial LLC	Typical $570K	$2.3M	4	0%
Orbital Management	Typical $570K	$2.3M	4	75%
Thompson Capital Management, LLC	Very Low $25K	$100K	4	0%
WealthU Advisors LLC	Low $220K	$860K	4	0%
3rd Level Analytics	High $840K	$4.2M	5	20%
Bryan Advisory Services, LLC	Very Low $160K	$780K	5	0%
DEL VAL Retirement and Investment Services Inc	Low $380K	$1.9M	5	0%
Freedom Mountain Investments	Very High $2.3M	$12M	5	100%
Incline Financial Planning LLC	Very Low $170K	$870K	5	20%
Infinitespring	Very Low $37K	$190K	5	0%
Key Wealth Partners, LLC	Low $270K	$1.3M	5	40%
New Wave Financial LLC	Very Low $52K	$260K	5	0%
Premier Prosperity Advisors LLC	Very High $2.3M	$12M	5	0%
Seiwell Advisors, LLC	Very High $4.4M	$22M	5	0%
Wingert Investment Management, LLC	Typical $490K	$2.4M	5	100%
Your Money Matters Wealth Management, LLC	Very Low $45K	$230K	5	0%
CapRidge Advisors	High $1.1M	$6.5M	6	0%
Courtside Wealth Partners LLC	Typical $460K	$2.7M	6	0%
Delaware Advisory Group, Inc.	Very Low $0	$0	6	0%
Foster Investment Management, LLC	Very High $1.4M	$8.1M	6	17%
Global Portfolios, LLC	—	—	6	0%
Gould Tactical Growth LLC	Low $370K	$2.2M	6	100%
Lynch, Winton & Associates, LLC	High $800K	$4.8M	6	0%
Rewealth	Very Low $200K	$1.2M	6	33%
Shetland Financial, PLLC	Typical $520K	$3.1M	6	0%
Worrell Financial LLC	—	—	6	0%
Asbury Capital	Low $330K	$2.3M	7	0%
Clovelly Wealth	Very High $1.7M	$12M	7	100%
Green Investment Strategies, Incorporated	High $1M	$7.2M	7	43%
GT Wealth LLC	Typical $480K	$3.4M	7	14%
Latham Financial LLC	Very Low $180K	$1.2M	7	0%
NiRo Nivesto LLC	Low $380K	$2.7M	7	0%
Paul R. Kopey & Associates	Very High $1.8M	$13M	7	0%
Acadia Investment Advisors LLC	Very High $5.3M	$42M	8	100%
Bargeld Financial	Very Low $31K	$250K	8	13%
BDB Wealth Advisors LLC	Very Low $140K	$1.1M	8	0%
Borden Portfolio Management	Typical $590K	$4.7M	8	0%
Divi-Vest Advisors	Very High $1.3M	$10M	8	100%
Dynamic Investment Strategies, Inc.	Very Low $130K	$1.1M	8	0%
Earndex, LLC	Very High $3.3M	$26M	8	100%
Falcon Royal Investment Management	Low $280K	$2.2M	8	13%
Herrington Investment Solutions	High $700K	$5.6M	8	75%
Revland Wealth Advisors	Low $320K	$2.5M	8	100%
Solid Oak Advisory	Low $230K	$1.8M	8	0%
WealthProtect Advisors LLC	High $960K	$7.7M	8	0%
Altruistic Advisor LLC	Typical $410K	$3.7M	9	0%
Green Leaf Advisors	Very Low $130K	$1.2M	9	0%
Lasure Capital Management	High $890K	$8M	9	11%
Maximum Asset Strategies	Typical $540K	$4.9M	9	0%
Morrison Fiduciary Advisors, Inc.	Very High $2.2M	$20M	9	44%
One Stop Advisor LLC	Very Low $64K	$570K	9	0%
Spartan Wealth Solutions LLC	High $1M	$9.3M	9	0%
The SEB Group, Inc.	—	—	9	0%
100 Plus Planning	—	—	10	0%
Adviso Wealth	Low $360K	$3.6M	10	10%
CJ Perry Financial	Low $260K	$2.6M	10	20%
Falcon Wealth Managers	Very High $2.7M	$27M	10	100%
Fiscalwise, Inc.	Very High $1.2M	$12M	10	0%
Kuleck Financial Planning	Very Low $0	$0	10	0%
Lakeside Planning	Very High $1.1M	$11M	10	20%
Peeples Wealth Management LLC	High $780K	$7.8M	10	0%
Scott Financial Resources LLC	Low $370K	$3.7M	10	20%
ESG Wealth Advisors	Very High $2.9M	$32M	11	73%
Granite Financial Advisors, Inc.	Very Low $170K	$1.8M	11	0%
Richards Financial	Low $270K	$3M	11	0%
Your Path FI	Very High $2.5M	$27M	11	91%
Bryn Mawr Wealth Management LLC	High $880K	$11M	12	0%
Dartmouth Capital Advisors, Inc.	Very High $11M	$140M	12	100%
Elk Capital Advisors, LLC	Low $230K	$2.8M	12	0%
Elliker Financial	Typical $460K	$5.5M	12	25%
Kriczky Wealth Management LLC	Very High $1.2M	$14M	12	33%
Modesto Capital	Low $350K	$4.2M	12	58%
Springdale Advisors	Very High $1.2M	$14M	12	100%
American Advisors LLC	Low $370K	$4.8M	13	0%
Blue Advisors	Very High $1.3M	$17M	13	46%
Dyer Financial Advisory	Very High $1.9M	$24M	13	69%
Greystone Capital Management	Very Low $200K	$2.5M	13	85%
Mahaffey Financial LLC	Typical $500K	$6.4M	13	38%
Mark Cernese & Associates	Low $300K	$3.9M	13	0%
MedWealth Advisors	High $760K	$9.9M	13	0%
Overture Wealth Management	High $1.1M	$14M	13	38%
RJ Pace Financial	Typical $560K	$7.3M	13	0%
Crawford Wealth Management	Very High $3.8M	$53M	14	71%
Oracle Financial Group	High $980K	$14M	14	0%
Pelican Bay Asset Management, Inc.	Very High $2.9M	$40M	14	100%
Todorow Capital Partners LLC	High $1M	$14M	14	50%
Aldabra Capital Management	Very Low $140K	$2.1M	15	0%
Fidelity Federal Planning Corp.	Low $230K	$3.4M	15	13%
Heritage Advisory Services, Inc.	Typical $440K	$6.5M	15	47%
Lenape Investments, LLC	Very High $2.4M	$36M	15	60%
Phronimos Capital, LLC	Very High $2M	$31M	15	60%
Sewickley Financial LLC	High $860K	$13M	15	53%
True Vine Investments	Very Low $130K	$2M	15	0%
Wallick Wealth Management	Very High $1.2M	$19M	15	73%
Yuenling Asset Management	Typical $590K	$8.9M	15	27%
Abundant Advisors, LLC	Very High $1.7M	$27M	16	100%
Botamer Financial	Very Low $110K	$1.8M	16	0%
Bright Forge Capital, LLC	Typical $600K	$9.7M	16	63%
Gardiner Investment Group, Inc.	Very High $3M	$49M	16	100%
Healthy Wealth	Typical $520K	$8.3M	16	50%
JRM Tax & Wealth Management, LLC	Very Low $56K	$900K	16	31%
Preservation Wealth Management	Very Low $150K	$2.4M	16	0%
Truewealth Solutions	Very Low $0	$0	16	19%
Viechnicki Wealth Mgmt, LLC	Very Low $0	$0	16	25%
Wuenschell Financial Services LLC	Typical $460K	$7.3M	16	75%
Bloomer Financial Planning LLC	Very High $2.1M	$36M	17	0%
Financial Spectrum Inc.	Low $330K	$5.6M	17	0%
Great Ocean Road Financial	Typical $400K	$6.8M	17	0%
Green Trails Wealth LLC	—	—	17	0%
Onroute Financial	Low $260K	$4.4M	17	0%
Pavilion Financial Planning	Low $250K	$4.3M	17	0%
Rodino Wealth Management LLC	Very Low $76K	$1.3M	17	0%
Sustainable Financial Planning	High $900K	$15M	17	35%
Coombs Wealth Advisory, LLC	Very High $7.8M	$140M	18	100%
Green Drake Advisors LLC	Typical $470K	$8.4M	18	17%
Mpower Wealth Management, LLC	High $640K	$11M	18	44%
ST GOLIA Planning, LLC	Very Low $0	$0	18	100%
Traverse Private Wealth	Very High $1.6M	$29M	18	44%
A.M. Perricone LLC	Low $210K	$4M	19	5%
Charles Manning & Associates, Inc.	Very High $3.7M	$70M	19	84%
Peridot Capital Management	Low $330K	$6.3M	19	0%
Westward Planning Group	Typical $580K	$11M	19	32%
Whitford Financial Planning	High $980K	$19M	19	47%
10th Street Capital	Typical $400K	$8.1M	20	0%
80 West Asset Management, LLC	Low $350K	$6.9M	20	35%
Ace Wealth Management, llc	Typical $480K	$9.6M	20	0%
AJP Financial Services, LLC	Very High $1.3M	$25M	20	70%
Ketwich Capital LLC	Very High $1.4M	$28M	20	55%
MetaTrends LLC	Low $310K	$6.1M	20	0%
Stoneridge Wealth Advisors, LLC	High $1M	$21M	20	50%
WHTG Wealth Management, LLC	Very Low $120K	$2.4M	20	0%
Cuthbert Capital Management LLC	Very High $3.6M	$76M	21	24%
East West Advisers	Very Low $130K	$2.8M	21	0%
Morton Financial Advice LLC	High $1M	$22M	21	76%
Samatva Wealth Management LLC	Very Low $39K	$830K	21	0%
BRG Financial, LLC	Low $270K	$5.9M	22	23%
Franklin Madison Private Wealth	Very High $1.4M	$30M	22	0%
Markle Wealth Management	Typical $410K	$8.9M	22	0%
Phelps Financial Advisors	Very Low $0	$0	22	0%
PLC Investment Solutions, LLC	Low $260K	$5.6M	22	0%
Thi, Inc.	Very High $1.4M	$30M	22	36%
Tobin Investment Planning LLC	Very High $1.6M	$35M	22	41%
Goal Quest Advisors, LLC	Very High $2.4M	$110M	45	89%
CES Investment Strategies	High $960K	$22M	23	35%
Dedicated Investment Advisers LLC	Very Low $170K	$4M	23	0%
JMM Financial, LLC	Very Low $170K	$3.8M	23	0%
Petrilli Capital Management LLC	High $1M	$24M	23	35%
Viking Wealth Management LLC	Typical $540K	$13M	23	39%
War Streets Capital, LLC	Typical $550K	$13M	23	26%
Clothier Springs Capital Management, LLC	Typical $430K	$10M	24	8%
Giffin Planning Services, Inc.	Very Low $0	$0	24	0%
Penn First Advisors	Low $200K	$4.8M	24	0%
Breakforth Investment Management, Inc	High $730K	$18M	25	32%
Conroy Capital LLC	Very Low $53K	$1.3M	25	0%
Kairos Capital Advisors, LLC	Very High $1.3M	$33M	25	56%
Mauro Capital Management, Inc.	Typical $620K	$16M	25	48%
Preserve Wealth Management	Very High $3.1M	$78M	25	68%
Quantum Strategies Wealth Advisory	Very High $1.3M	$33M	25	36%
TruVine Financial, LLC	Low $350K	$8.7M	25	16%
Vesta FinancialCare	Very High $1.4M	$34M	25	72%
Wealth Quest, Ltd.	Very Low $0	$0	25	0%
Zimmer Financial Planning	—	—	25	100%
Annova LLC	Typical $560K	$15M	26	46%
ClearPeak Capital Management	Very Low $110K	$2.7M	26	58%
Dogwood Investment Advisors	Very High $1.5M	$39M	26	31%
Enduro Capital Partners LLC	Typical $390K	$10M	26	8%
Gray Investment Management LLC	Low $290K	$7.5M	26	58%
Paul Fair Associates, LLC	Very Low $130K	$3.5M	26	0%
TCS Financial Services, Inc.	Very High $3.1M	$81M	26	62%
Ambrose Wealth Management	Very Low $110K	$3M	27	0%
A. Neff Associates LLC	High $930K	$25M	27	22%
Apollo Wealth Management, Ltd.	Very High $2.5M	$67M	27	81%
Boatman Wealth Management, LLC	Very Low $140K	$3.9M	27	0%
Emmanuel Capital Management, LLC	High $970K	$26M	27	0%
McKenna & Sullivan Inc	High $670K	$18M	27	0%
Merion Road Capital Management LLC	High $1.1M	$29M	27	67%
Myrmidon Private Capital	Low $330K	$8.8M	27	15%
Carey Investment Solutions LLC	High $880K	$25M	28	18%
CJK Capital Management, LLC	Very High $1.4M	$40M	28	0%
MillerGroup Investments LLC	High $900K	$25M	28	36%
Mountain River Financial	High $630K	$18M	28	25%
Stone Loft Wealth Management LLC	Very High $4.9M	$140M	28	100%
Dolcini Capital Management	Very Low $0	$0	29	10%
Evenkiehl, LLC	Typical $430K	$13M	29	14%
First Financial Security, LLC	Typical $400K	$12M	29	0%
LINC Wealth Solutions	Typical $390K	$11M	29	100%
Razzano Investment Management	Very Low $69K	$2M	29	0%
Rossi Financial Associates, Inc.	Very High $1.8M	$52M	29	79%
Wealthought LLC	High $780K	$23M	29	28%
Advanced Practice Planning, LLC	Low $210K	$6.4M	30	13%
Conestoga Wealth Management	—	—	30	0%
Meaningful Wealth Management LLC	High $820K	$25M	30	33%
Merit Investment Management	High $720K	$22M	30	0%
Purpose Built	High $770K	$23M	30	67%
Sharma Associates, Inc.	Low $350K	$10M	30	20%
Harvest Financial Planning Associates, LLC	Low $260K	$8.2M	31	6%
Schaeffer Financial & Tax, LLC	Very Low $160K	$4.9M	31	0%
Atherean Asset Management LLC	Very Low $140K	$4.6M	32	19%
Bill Messner Contrarian Investment Advisory, LLC	Very Low $85K	$2.7M	32	0%
Iron Link Capital LLC	Typical $480K	$15M	32	19%
K Wealth Advisors	Very High $1.1M	$36M	32	16%
South Lane Wealth Management LLC	Very High $1.3M	$43M	32	34%
Win Investing LLC	Typical $530K	$17M	32	0%
Cruzan & Associates LLC	High $640K	$21M	33	12%
Luchini Financial LLC	Typical $610K	$20M	33	18%
Black Diamond Advisory Partners	High $700K	$24M	34	24%
Global Advisers, LLC	Low $330K	$11M	34	15%
Investors' Choice Advisory Services, LLC	Very Low $120K	$4M	34	0%
Modern Wealth Concepts LLC	Very High $1.4M	$46M	34	100%
Paladin Retirement Advisors	Low $340K	$12M	34	6%
GuidePost Capital Management Group, LLC	High $870K	$30M	35	40%
Pocket Project	Very Low $200K	$6.8M	35	0%
Vista Financial Services LLC	Typical $570K	$20M	35	31%
SP Wealth Planning	Very Low $150K	$5.5M	36	22%
Olde Towne Financial Management Co.	Typical $620K	$23M	37	32%
Berry Advisors Group, LLC	—	—	38	0%
KEJ Financial Advisors	Very High $2.1M	$82M	39	90%
William J. Sumski	Low $310K	$12M	39	0%
Compass Financial Advisors, LLC	Typical $540K	$21M	40	13%
GDS Investments, LLC	Typical $490K	$20M	40	43%
Global Steward Advisors, LLC	Very Low $190K	$7.5M	40	3%
Hawk Capital Management LLC	Typical $530K	$21M	40	40%
Marin Financial LLC	Low $230K	$9M	40	10%
Northport Investment Management, LLC	Very High $1.6M	$65M	40	53%
Spring City Partners, LLC	Typical $400K	$16M	40	38%
Arca Archa, LLC	Low $260K	$11M	41	5%
Green Trail Investments, LLC	Typical $620K	$25M	41	34%
MG Financial Management, LLC	High $720K	$30M	41	22%
2nd Story Wealth Planners	Very Low $130K	$5.5M	42	14%
De Cesare Retirement Specialists	High $910K	$38M	42	29%
Moondance Investment Advisors, LLC	High $830K	$35M	42	33%
RCK Wealth Advisory LLC	High $660K	$28M	42	33%
Vermillion Private Wealth	Low $320K	$14M	42	14%
Private Wealth Management, LLC	Very High $1.7M	$72M	43	7%
Aequitas Equitas Wealth Management LLC	Low $270K	$12M	44	16%
Financial Compass LLC	Very High $1.9M	$84M	44	86%
Rowan Financial LLC	Typical $590K	$26M	44	14%
Lampe Financial Group LLC	Very High $1.2M	$56M	45	47%
Black Oak Wealth Management, LLC	Low $330K	$15M	46	9%
Jordan Financial LLC	Very High $1.2M	$53M	46	26%
Millers Financial Group, LLC	Low $260K	$12M	46	0%
Roche Financial Partners LLC	Very High $1.6M	$73M	46	35%
Weeks Financial Services, LLC	High $1.1M	$52M	46	43%
Cedarline Capital	Typical $460K	$22M	47	15%
Center Stage Planning LLC	Very Low $190K	$9.2M	47	2%
Keitz Investment Management Ltd.	Low $330K	$16M	47	11%
Quabbin Advisors	Very High $2.3M	$110M	47	77%
Sunquest Wealth Management, LLC	Typical $480K	$23M	47	30%
Wealth Preservation Consultants, LLC.	Very Low $160K	$7.7M	47	23%
Wrought Financial Planning	High $940K	$44M	47	40%
Geiser Wealth Planning, LLC	Typical $500K	$24M	49	20%
Lawrence Wealth Management	Very High $1.6M	$79M	49	53%
Summit Financial Advisors	—	—	49	0%
City Investment Advisors, Inc.	Very Low $33K	$1.7M	50	0%
George J. Appel	High $820K	$41M	50	0%
SAC Investment Management LLC	Very High $1.3M	$67M	50	50%
Financial Life Planning, LLC	Typical $410K	$21M	51	25%
First Light Wealth	Typical $560K	$29M	51	12%
Journey 1 Advisors, LLC	High $1M	$51M	51	20%
Covered Bridge Financial LLC	High $770K	$40M	52	31%
CS Ellis	Low $320K	$17M	52	19%
Maguire Asset Management, LLC	High $810K	$42M	52	52%
Keystone Investment Advisors, LLC	Very High $1.2M	$66M	54	39%
Tooth & Coin Wealth	Typical $410K	$22M	54	33%
Aetolia Capital LLC	High $810K	$45M	55	76%
Twin Tiers Consulting, LLC	Typical $440K	$24M	55	15%
Adair Financial Private Client Group	Very High $1.4M	$79M	56	43%
SR Financial Services, Inc.	Very High $1.5M	$82M	56	34%
True Horizon Wealth Advisors, LLC	High $930K	$52M	56	36%
Constantine Barry Asset Management (CBAM)	Very High $2M	$120M	57	74%
CRB Strategic Services LLC	High $1M	$59M	57	47%
Thrift Financial, Inc.	High $740K	$42M	57	12%
Solomon Investment Group, Inc.	Very Low $120K	$6.9M	58	0%
Stahl Wealth Management, LLC	High $860K	$50M	58	57%
Broadhurst Financial Advisors, Inc.	Very High $2.2M	$130M	59	49%
Masani Wealth Management, LLC	High $860K	$51M	59	42%
Creative Financial Concepts, Inc.	—	—	60	0%
Intelligent Investor Financial Planning, LLC	Typical $570K	$34M	60	35%
Rockcliff Capital, LLC	High $1.1M	$67M	60	30%
St. Michaels Asset Management	Very Low $63K	$3.8M	60	0%
Breakthrough Investing, LLC	—	—	61	0%
CB Capital LLC	Very High $2M	$120M	61	70%
Lakeland Investor Services, Inc.	Low $300K	$18M	61	13%
Storie Financial Advisory LLC	Very High $1.4M	$86M	61	59%
Benchmark Financial	Very High $1.7M	$110M	62	58%
Steele Asset Management	High $780K	$48M	62	32%
Comprehensive Financial Advisers	—	—	63	0%
Robert William Shoemaker,Iii	High $990K	$62M	63	33%
Barnegat Bay Capital Management LLC	Very High $1.6M	$100M	65	55%
Drazga Wealth Advisors, LLC	High $1M	$65M	65	38%
Jones Fiduciary Wealth Management LLC	Very High $2M	$130M	65	63%
Renaissance advisory group	High $850K	$55M	65	15%
TriState Wealth Advisors	Very Low $110K	$7.1M	65	15%
Delaware Financial Planning, LLC	—	—	66	82%
VASS Financial Strategies	Typical $630K	$41M	66	48%
Grace Financial Advisors LLC	Typical $490K	$33M	67	12%
Greythorne Advisors LLC	Low $390K	$26M	67	0%
JCB Financial, Inc.	High $1.1M	$73M	67	51%
Webb Financial Planning LLC	Very Low $0	$0	67	70%
Cumberland Valley Financial Services Inc.	Typical $430K	$29M	68	0%
Sweetgum Laboratories LLC	Low $200K	$14M	68	12%
Aries Financial Navigators, Inc.	Very High $1.2M	$81M	70	30%
Axiom Investment Solutions LLC	High $730K	$51M	70	14%
Csa Financial Management, Inc.	Typical $470K	$33M	70	0%
Light Capital Management LLC	Very High $1.2M	$82M	70	59%
Rose Valley Asset Management LLC	Very High $1.4M	$100M	70	50%
Strubel Investment Management, LLC	High $740K	$52M	70	16%
Targeted Financial Planning LLC	Very Low $120K	$8.4M	70	1%
Watchtower Wealth Management, Inc.	Low $350K	$25M	70	9%
Alpha Rock Investments, LLC	Low $320K	$23M	71	15%
Haddon Wealth Management, LLC	High $1.1M	$77M	71	20%
Weyhill Investment Counsel, LLC	Typical $500K	$35M	71	14%
Bush River Trust, LLC	Low $320K	$23M	73	5%
Expert Financial Services, LLC	Very High $1.3M	$95M	73	70%
Adare Asset Management, LLC	Very High $2M	$150M	74	85%
Conklin Shure Financial	—	—	75	0%
Hanna Financial and Tax Services	Very Low $190K	$14M	75	0%
Kellner Capital Management, Inc.	High $750K	$56M	75	12%
Apprise Wealth Management LLC	Very High $1.4M	$110M	76	66%
Deemer Wealth Management LLC	Low $300K	$23M	76	0%
Evanoff Financial Advisors	Low $260K	$19M	76	14%
Dependent Financial Planning	Typical $540K	$42M	77	22%
Open Wealth Network	High $670K	$51M	77	35%
Turtle Creek Wealthcare	Very Low $6.9K	$530K	77	31%
Roman Wealth Management, LLC	Low $370K	$29M	78	18%
Elle Investment Group LLC	Very Low $190K	$15M	80	4%
Emerick Financial Planning, LLC	Very Low $0	$0	81	49%
Everguide Financial Group, LLC	Typical $540K	$44M	82	37%
Finco Investment Services, Inc.	Typical $610K	$50M	83	49%
Reale Managed Assets, Inc.	Low $280K	$23M	83	5%
Christman Financial Advisors LLC	Typical $430K	$36M	84	19%
Worthy Financial Services	Low $330K	$28M	84	7%
Eagle Rock Financial Advisers, Ltd.	Typical $580K	$49M	85	18%
FIDENT Financial, LLC	High $640K	$55M	86	20%
Pennsylvania Advisory Services, Inc.	Very Low $88K	$7.6M	86	0%
Wachtel Capital Advisors, LLC	Typical $510K	$44M	86	20%
DiMatteo Financial Group	Very Low $140K	$12M	90	0%
EHB Financial Resources Management, Inc.	Very High $1.8M	$160M	90	39%
Groundwork Wealth Management, LLC	Typical $440K	$39M	90	8%
Flagship Wealth Management Group, LLC	Typical $500K	$46M	91	19%
Prairie Investment Advisors, LLC	High $1.1M	$100M	93	37%
Commonwealth Guardians	Very Low $150K	$15M	96	0%
Neshaminy Creek Advisors	Very Low $170K	$16M	96	4%
Vertex Financial Advisors LLC	Low $230K	$22M	97	4%
Harlan Financial LLC	High $630K	$62M	99	19%
Brookhouse Advisors	Low $200K	$20M	100	6%

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