AUM per client for Independent firms serving clients in Texas

Independent firms active in Texas 2,408 firms

Very Low $51K-$220K

Low $220K-$440K

Typical $440K-$740K

High $740K-$1.3M

Very High $1.3M-$2.8M

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

Median: $580K

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Firm	AUM/client	AUM	Clients	HNW client %
Alternative Strategies Group, Inc.	Very Low $110K	$74M	687	10%
Clarion Advisors Inc.	Very Low $210K	$130M	632	4%
Toams Financial	Very Low $180K	$110M	620	5%
Manna Wealth Management	Low $230K	$140M	614	5%
Spirit West Advisors, LLC	Very Low $200K	$110M	566	4%
Steward Financial Services, LLC	Very Low $110K	$62M	543	2%
HDA Wealth Management, LLC	Low $290K	$160M	540	7%
The Pilot's Advisor, LLC	—	—	530	0%
New Street Advisors Group LLC	Very Low $30K	$15M	510	0%
Applied Capital Management, LLC	—	—	500	0%
Wasi	Very Low $140K	$59M	429	0%
Zendamentals	Low $380K	$160M	424	8%
Hart Financial, LLC	Very Low $180K	$77M	418	4%
Flight Line Financial, LLC	Very Low $0	$0	393	68%
Worldwide Capital Advisors, LLC	Very Low $220K	$84M	380	8%
Investment Capital Advisors	Low $290K	$110M	373	22%
Ever Green Wealth Management, LLC	Very Low $220K	$80M	363	3%
Lighthouse Financial & Consulting Services, LLC	Very Low $94K	$34M	359	1%
O'BRYANT & ASSOCIATES, Inc.	—	—	359	0%
The W & W Group LLC	Very Low $83K	$29M	353	3%
Access Advisory Group LLC	Very Low $110K	$38M	348	1%
J. Freeman & Associates	Low $410K	$140M	345	13%
Honor Wealth Management, LLC	Very Low $160K	$55M	338	1%
R. Kent Harris and Associates, Ltd.	Very Low $190K	$63M	337	6%
AZ Legacy Wealth LLC	Very Low $180K	$60M	330	3%
Stages Planning Group, LLC	Low $290K	$93M	322	10%
Equinox Financial Advisors, Inc.	Low $340K	$100M	310	12%
Shankland Financial Advisors, LLC	Low $290K	$88M	308	12%
FORM Prosperity Wealth Advisors, LLC	Low $370K	$110M	306	11%
B P Financial Associates, LLC	Very Low $180K	$56M	304	4%
Bonfanti Investment Services, LLC	Very Low $220K	$65M	301	11%
East Guilford Financial Services LLC	Typical $640K	$190M	301	18%
Western States Investments	—	—	300	0%
Commoncents Wealth Advisors, LLC	Very Low $79K	$24M	299	0%
Structured Investment Advisors, LLC	Low $300K	$89M	299	24%
Planvest, LLC	Very Low $150K	$45M	298	16%
Schaefer Wealth Management, Inc.	Low $270K	$79M	296	0%
Waller Wealth Management, LLC	Low $240K	$71M	290	0%
Wallender, Timothy Joseph	Typical $480K	$140M	289	11%
Allen Financial Management	Low $420K	$120M	288	13%
Intentional Retirement, LLC	Typical $510K	$150M	288	26%
SPIEHS Wealth Management, Inc.	Very Low $110K	$32M	287	16%
Invictus Timing Service Ltd	Low $360K	$100M	286	12%
Crosspoint Financial, LLC	Typical $560K	$160M	282	41%
The Capital Group	Very Low $200K	$57M	282	2%
Smart Steps Wealth Management LLC	Low $280K	$78M	278	6%
Fletching Arrows Wealth Management LLC	Very Low $160K	$43M	276	5%
Fortis Portfolio Solutions, LLC	Typical $510K	$140M	276	100%
DPCM	Low $290K	$77M	270	19%
Lightedway Advisory Services, Inc.	Low $420K	$110M	267	75%
NuWealth Advisors, LLC	Very Low $120K	$32M	260	6%
Wealth Management Partners LLC	Low $250K	$64M	260	7%
Fuerst Financial Group, Inc.	Low $360K	$93M	259	10%
Investment Advisors Group, LLC	Very Low $220K	$58M	259	4%
Thompson Investment Advisors	Very Low $220K	$57M	259	4%
Nautilus Financial Group, Inc.	Low $260K	$66M	256	5%
The Brock Group, LLC	Low $370K	$94M	253	13%
PathFinder Financial Services	Low $390K	$97M	252	10%
Setchfield Asset Management	High $770K	$190M	250	20%
CDFinancial	Low $350K	$86M	249	6%
Cortez Wealth Advisors LLC	—	—	248	0%
The Hajdari Group, LLC	Typical $540K	$130M	241	20%
GranderSon Wealth Management Group Inc	Very Low $100K	$25M	239	7%
Skiver Investment Services	Very Low $110K	$27M	239	4%
Schmidt Wealth Management, L.L.C.	Low $260K	$60M	235	11%
Financial Freedom Capital Management	Very Low $220K	$52M	234	9%
Houston Wealth Advisers, LLC.	Very Low $210K	$49M	234	6%
The Retirement Planners, USA, LLC	Low $260K	$60M	234	3%
J Beaver Investment Advisors Inc	Very Low $190K	$45M	233	6%
Fleischer & Johnson Wealth Management, Inc.	Typical $440K	$100M	232	9%
Global Planning Stewards LLC	Low $320K	$75M	232	3%
Torrey Capital Investments	Low $430K	$100M	231	94%
BFI Wealth Solutions, LLC	Typical $630K	$150M	230	32%
Foxstone Financial	Low $300K	$68M	230	11%
Buellesfeld Financial Services, Inc.	Very Low $190K	$43M	229	2%
D & P Investment Advisors, Ltd.	High $830K	$190M	228	25%
Legacy Group	Low $390K	$89M	228	13%
Callaway Financial Services	Very Low $78K	$18M	227	2%
KALTBAUM Capital Management	Typical $490K	$110M	227	48%
Barber & Associates	Very Low $220K	$50M	226	0%
Financial Planning Advisors, Inc.	Very Low $170K	$37M	225	3%
Lazarus Wealth Management LLC	Low $230K	$51M	225	5%
Thompson Financial LLC	Low $330K	$74M	225	8%
Spectrum Wealth Management, LLC	Low $430K	$96M	224	12%
Webb Financial Group	Low $420K	$94M	224	24%
Pacific Wealth Advisory Services LLC	Low $430K	$96M	223	11%
Knox Avenue Financial Corp.	Typical $610K	$140M	221	21%
Financial Aurora, LLC.	Typical $590K	$130M	220	9%
Sentinel Wealth Strategies	Very Low $180K	$40M	220	0%
McBee Advisors, Inc.	Low $270K	$59M	219	21%
Wealth & Wellness Group, LLC	Low $300K	$65M	218	6%
AMES Financial Solutions, LLC	Very Low $30K	$6.5M	217	0%
SKA Financial Services, Inc.	Typical $670K	$150M	217	19%
Advise Financial	Very Low $180K	$39M	216	4%
deMauriac LLC	Very Low $170K	$36M	212	4%
McGrath WealthCare, LLC	Very Low $0	$0	212	14%
The Baran James Company, Inc.	Low $420K	$90M	212	13%
Ferri Investment Solutions	Very Low $0	$0	208	93%
Winning Points Advisors, L.L.C.	Typical $720K	$150M	208	12%
Keystone Wealth Management	Typical $580K	$120M	207	21%
Taylor Capital Management	Typical $650K	$130M	207	15%
Sovereign	Low $310K	$65M	205	8%
Peconic Asset Planning	Low $300K	$60M	203	7%
Wealth Ambassadors, LLC	Low $270K	$54M	203	7%
Lane Family Wealth Management	Typical $700K	$140M	202	26%
Perpetual Financial	—	—	201	0%
Castellano Wealth Planning	Low $400K	$79M	200	2%
MWM Wealth Advisory, LLC	Typical $650K	$130M	200	20%
Retirement Planning Specialists - Midwest, LLC	—	—	200	0%
Wright Wealth Strategies, LLC	Typical $480K	$93M	196	35%
Cook Financial Designs, Inc.	High $880K	$170M	195	24%
Marathon Strategic Advisors, LLC	High $880K	$170M	195	38%
Texas Capital Management	Low $270K	$53M	195	24%
Hyline Wealth	Low $420K	$81M	194	53%
Lindsey Wealth Management	Very Low $120K	$23M	194	6%
Dunamis Capital Consulting, LLC	Very Low $100K	$19M	192	3%
Broussard Financial Group, LLC	Typical $730K	$140M	191	38%
Thompson Private Wealth	Low $390K	$74M	189	79%
MacDonald Wealth Management, LLC	Very Low $210K	$38M	187	6%
Vision Wealth Advisors, LLC	Low $430K	$80M	187	9%
KMI Wealth Advisors	Low $270K	$50M	186	4%
Lemuel James Financial	Very Low $79K	$15M	186	0%
Capital Wealth Advisors, Ltd.	Typical $680K	$130M	185	21%
Northwest Planning Advisors LLC	Very Low $160K	$30M	185	18%
Pb Capital	Very Low $180K	$34M	185	5%
Advanced Financial Management, Inc.	Very Low $120K	$22M	184	46%
Bridger Financial Services, LLC	Very Low $220K	$40M	182	12%
Proficient Wealth Counselors, LLC	High $750K	$140M	182	32%
Legacy Cornerstone Wealth LLC	Very Low $120K	$22M	181	0%
Omni Wealth Management	Very Low $200K	$37M	181	8%
Stonefield Investment Advisory, Inc.	Typical $600K	$110M	181	16%
Fitbux RIA LLC	Very Low $28K	$5.1M	180	0%
Kraus Capital Management, LLC	Low $400K	$73M	180	16%
Maxout Savings Advisors LLC	Typical $560K	$100M	180	17%
Alexander Advisory Services, LLC	Very Low $50K	$8.9M	179	0%
Koda Wealth Management	Very Low $110K	$20M	179	3%
Prudent Money Financial Services	Very Low $170K	$31M	179	21%
Concert Investment Advisory LLC	Typical $510K	$91M	178	0%
Burgess Financial Planning	Typical $520K	$91M	177	77%
Davis Financial Services	Typical $460K	$81M	177	13%
ASL Financial, LLC	High $890K	$160M	176	63%
Tim Crawford CPA	Low $330K	$57M	175	7%
Wealth Partners Corporation	Very Low $120K	$21M	175	1%
Financial Solutions Associates	High $880K	$150M	174	37%
Anthony J. Orlando Inc.	Low $430K	$74M	173	14%
Firm Foundation Wealth Management, LLC	Low $390K	$67M	173	18%
Collier Financial, Inc	High $930K	$160M	172	47%
Hudson Companies	Low $280K	$49M	172	16%
Purpose First Financial, LLC	Low $350K	$60M	172	18%
Cardenas Asset Management, LLC	Typical $720K	$120M	171	32%
Heritage Financial Solutions, LLC	Typical $550K	$94M	171	15%
Kingsley Advisors, LLC	Low $250K	$42M	170	2%
MACC IV Group	Very Low $190K	$33M	170	12%
Maciel Wealth Management	Very Low $110K	$19M	170	0%
Ferguson Financial Planning	Low $440K	$74M	169	22%
Clark Company	High $790K	$130M	168	25%
Pembroke Asset Advisors, LLC	Low $300K	$51M	168	15%
Liriano Wealth Advisory Group, LLC	Low $310K	$52M	167	0%
Neale Financial, LLC	Low $280K	$46M	165	4%
Regal Capital Management, Inc.	Low $250K	$41M	165	4%
RJJ Pasadena Securities, Inc.	Typical $660K	$110M	165	35%
Due North Financial, LLC	Low $230K	$37M	164	4%
FinancialMD, LLC	Very Low $210K	$35M	164	0%
Holdfast Wealth Management, LLC	Typical $490K	$81M	164	17%
Bridgeport Asset Management, LLC.	Very Low $190K	$30M	163	0%
MD Wealth Advisors Inc	Typical $560K	$91M	163	50%
Powering Your Retirement	Typical $500K	$81M	162	15%
G. Douglas Wealth Management	Very Low $210K	$34M	161	4%
Caviness Wealth Management, LLC	Low $340K	$55M	160	28%
Intrepid Wealth Partners, LLC	Low $320K	$52M	160	14%
Henderson Capital & Wealth Management, LLC	Very Low $200K	$31M	159	9%
Quantum Financial Planning LLC	Very Low $0	$0	159	28%
Risley Capital Management LLC	High $1M	$160M	159	30%
Sustainvest Asset Management, LLC	High $820K	$130M	158	18%
Diversified Investment Services LLC	Very Low $190K	$29M	157	4%
Mountain View Strategic Wealth, LLC	Low $400K	$63M	157	11%
Peterson Financial Services LLC	High $760K	$120M	157	17%
TRAC Wealth Management, Inc	Very Low $74K	$12M	157	1%
Retirement Income Advisory Group LLC	Low $370K	$57M	156	24%
Richwood Investment Advisors, LLC	High $990K	$160M	156	46%
Vertical Wealth Management	—	—	156	0%
Omega Advisory LLC	Typical $540K	$84M	154	9%
Shealy Wealth Advisory LLC	Very Low $110K	$18M	151	0%
PARK Wealth Management, LLC	Very Low $210K	$31M	152	11%
The Ducoat Financial Group	Typical $470K	$71M	152	21%
Applied Financial Wisdom	High $860K	$130M	151	1%
Tax Advantage Advisors, Inc.	Typical $450K	$68M	151	11%
Stability Financial, LLC	Very Low $200K	$30M	150	5%
Turning Point Financial, Inc.	Typical $590K	$88M	150	33%
Arrow Investment Management LLC	Low $390K	$58M	149	9%
Fidelis Financial Planning, LLC	High $1.1M	$160M	149	40%
Loyd Financial Management Inc.	High $890K	$130M	149	36%
Sutton Financial Group	Very Low $180K	$27M	149	7%
Stone Financial	Very Low $130K	$19M	148	1%
Waterstone Wealth Advisors, LLC	High $1.1M	$160M	148	34%
Rochester Investments	Typical $470K	$70M	147	16%
Saint Louis Investment Advisors Inc	Typical $490K	$71M	147	24%
A&G Financial Management, LLC	Very Low $160K	$24M	146	3%
Alpha Squared Capital, LLC	Low $240K	$35M	146	3%
Fogarty Wealth Management, Inc.	High $880K	$130M	146	41%
JHP Planning, LLC	Typical $600K	$87M	145	19%
Jon Bos Financial Advisor LLC	Low $320K	$46M	145	6%
Sequoia Financial, LLC	Very Low $140K	$21M	145	3%
Burne Financial Concepts, LLC	Typical $720K	$100M	144	16%
Mission Retirement	Typical $450K	$64M	143	10%
Ronald A. Bartlett & Associates, Ltd.	Very Low $93K	$13M	143	1%
Platt Investment Counsel, LLC	High $1M	$140M	142	37%
Culbreth Wealth Management	Typical $470K	$66M	141	18%
Paisley Financial LLC	Low $250K	$35M	141	6%
Milestone Advisory Group, LLC	Very Low $160K	$23M	140	4%
Missional Advisor Group	Low $300K	$42M	140	11%
Pinedo Financial Services	Very Low $150K	$21M	140	0%
Thornton Financial Management and Services	Low $380K	$53M	140	27%
AJA Financial LLC	Very Low $170K	$24M	139	3%
Conkin Financial Group, Inc.	Low $250K	$35M	139	0%
Kapela	Low $360K	$50M	139	18%
Sabre Asset Management LLC	High $760K	$110M	139	22%
Sierra Madre Partners LLC	Very Low $210K	$29M	139	0%
Wyoming Wealth Management, LLC	Low $300K	$41M	138	17%
Barrister	Typical $640K	$88M	137	14%
Domo Capital Management, LLC	Very Low $180K	$25M	137	33%
Brightworks Financial Planning LLC	Typical $620K	$84M	136	15%
Building Equities, LLC	Very Low $60K	$8.1M	136	0%
Byrne & Company Wealth Management, LLC	High $990K	$130M	136	38%
Allen Financial Advisement, Inc.	Very Low $50K	$6.7M	135	0%
Northstar Financial Advisors, Inc.	Very High $1.4M	$200M	135	81%
Octo Capital, LLC	High $1.2M	$160M	135	56%
Private Harbour Investment Management & Counsel LLC.	High $1.2M	$160M	135	36%
Kenai Investments, Inc.	Typical $470K	$62M	134	13%
White Oak Wealth LLC	—	—	134	0%
Downie Financial Group	Low $270K	$36M	133	6%
Kelly Financial Group LLC	Typical $670K	$90M	133	47%
PDE Wealth Advisors, LLC	Low $270K	$37M	139	5%
The Gardner Group	High $940K	$130M	133	28%
ASC 401(k) Management	Very Low $200K	$27M	132	9%
Mann Financial Consulting Services	Very Low $8.6K	$1.1M	132	0%
The WealthPlan LLC	Typical $660K	$87M	132	28%
Delta Capital Investments, LLC	—	—	131	0%
Freewood Private Wealth Management, LLC	Typical $470K	$62M	131	19%
The Retirement Optimization Group, LLC	—	—	131	0%
Capital Benchmark Partners, LLC	Low $400K	$52M	130	14%
Etzler Financial Advisors, LLC	Very Low $0	$0	130	73%
Mottet Wealth	Typical $520K	$68M	130	12%
Beacon Asset Management	Low $250K	$32M	129	9%
Green Investment Management, Inc.	Typical $520K	$68M	129	16%
Palermo Wealth Management, LLC	High $750K	$96M	129	16%
Perfetta Capital, LLC	Low $280K	$36M	129	9%
Polaris Financial Planning, LLC.	High $1.2M	$150M	129	47%
Wexford Wealth Advisors LLC	Typical $510K	$66M	129	20%
Copper Beech Advisors, LLC	Typical $610K	$78M	128	20%
Granite State Retirement Planning, Inc.	High $1.1M	$140M	128	34%
OK401K, Inc.	Very Low $140K	$18M	128	0%
Zidel Financial Inc.	High $1.2M	$160M	128	34%
ERA Capital Management LLC	Low $270K	$34M	127	4%
Timewealth Advisors Inc.	Low $330K	$42M	127	53%
Diamond Investment Management Services, LLC	Very Low $200K	$25M	126	10%
Hamrick Financial, LLC	Typical $480K	$60M	126	17%
Harding's Wealth Managers, Inc.	Very Low $47K	$5.9M	126	0%
Clear Resource Group, LLC	High $930K	$120M	125	24%
Derive Wealth	High $1.1M	$140M	125	50%
Elevation Financial LLC	Low $240K	$30M	125	0%
Fierce Wealth Management Group LLC	Typical $550K	$69M	125	18%
Paradigm Capital Management	Very High $1.4M	$170M	125	56%
Robert Hunt Financial, LLC	Very Low $0	$0	125	20%
Ydream Financial Services, Inc.	High $1M	$130M	125	37%
CONE Wealth Management	Very Low $220K	$28M	124	3%
Effective Assets	High $1.2M	$150M	124	33%
Isgrig Capital Asset Management, LLC	Very Low $0	$0	124	45%
Ridgeview Financial Planning	High $880K	$110M	124	24%
Monetary Solutions, Ltd.	High $1.1M	$140M	123	31%
Rich Dewitt Wealth Management LLC	Low $390K	$48M	123	14%
Seven Hills Capital Advisors	High $1.1M	$130M	123	54%
TruNorth Financial LLC	Low $320K	$39M	123	7%
1650 Wealth Management, LLC	High $920K	$110M	122	30%
Asset Growth Associates Wealth Advisors	Very Low $120K	$14M	122	0%
CSLA Financial Inc	Very Low $62K	$7.5M	122	0%
Financial Elements, Inc	Very High $1.6M	$190M	122	48%
Pyxis Capital Inc.	—	—	122	0%
Elevated Asset Management LLC	Low $330K	$39M	121	18%
Shockman Financial	Low $300K	$36M	121	13%
Kensington Securities, LLC	Typical $620K	$74M	120	17%
Pathway Financial Planning, Inc.	Low $240K	$28M	120	3%
Superior Financial, LLC	High $930K	$110M	120	25%
Tigris Consulting LLC	Very Low $50K	$6M	120	0%
Di Bello Financial	Typical $530K	$63M	119	30%
Karpinski Financial, LLC	Typical $700K	$84M	119	25%
Shepherd's Financial LLC	Very Low $70K	$8.3M	119	0%
Eastlake Planning LLC	Low $380K	$45M	118	6%
Ursa Financial, LLC	Very Low $140K	$17M	118	3%
Blueprint 360 LLC	Low $230K	$27M	117	17%
Capital Wealth Strategies, LLC	Low $430K	$50M	117	15%
Empowered Retirement, Inc.	Typical $670K	$79M	117	32%
Retired Capital LLC	Very Low $59K	$6.9M	117	100%
Fisher Financial Group, LLC	Low $350K	$41M	116	7%
Flatirons Wealth Management	Low $420K	$49M	116	37%
Infresh, Inc.	Typical $540K	$62M	116	11%
Marathon Retirement Planning	Typical $550K	$64M	116	29%
Patriot Advisory Group	Very Low $190K	$23M	116	3%
Jake Carris Financial Planning	High $940K	$110M	115	34%
JK Private Wealth, LLC	Very High $1.4M	$160M	115	63%
Yandell Investments, LLC	High $1.1M	$120M	115	35%
Center Peak Financial	Typical $570K	$65M	114	17%
DRM Wealth Management	High $960K	$110M	114	44%
Financial Lifestyle Management	Low $270K	$31M	114	15%
Front Porch Financial Advisory	High $990K	$110M	114	42%
Glacier Investment Management	Low $310K	$36M	114	10%
Ironwood Wealth Advisors, LLC	High $820K	$93M	114	22%
Liberty Wealth Managers	Typical $530K	$60M	114	21%
Schayot Financial LLC	Typical $640K	$73M	114	16%
Slagel Investment Management	Typical $460K	$52M	114	26%
Stone Hill Wealth Management, LLC	Very Low $190K	$21M	114	2%
Above & Beyond Investments, LLC	Very Low $120K	$14M	113	4%
Bavarian Wealth Management, Inc.	Very Low $170K	$19M	113	2%
FSC Advisors LLC	Very Low $150K	$17M	113	0%
GSR Capital Management, Inc.	High $750K	$85M	113	21%
Impact Investment Strategies, Inc	Typical $470K	$54M	113	13%
Lasting Legacy Wealth Management, LLC	Typical $530K	$59M	113	13%
Mountain View Financial Advisors	Typical $600K	$68M	113	19%
Peak Investment Advisors, Inc.	High $900K	$100M	113	24%
Financial Counsel, LLC	Typical $490K	$55M	112	73%
Intentional Finance, LLC	Low $380K	$43M	112	13%
Legacy & Wealth Financial Advisors	Typical $530K	$59M	112	13%
Malone Wealth Ventures LLC	Low $370K	$42M	112	1%
Deep Roots Capital	Low $410K	$46M	111	9%
Harper Financial Strategies, LLC	Low $350K	$39M	111	8%
Knecht Capital Management, LLC	High $990K	$110M	111	29%
Successful Resource Management, Ltd.	Low $390K	$43M	111	20%
Allied Investments	High $770K	$85M	110	32%
AL Locy Financial Services LLC	Very Low $200K	$21M	110	4%
Fig Tree Wealth Management LLC	Low $290K	$32M	110	14%
Ironcrest Capital Management LLC	Low $300K	$33M	110	5%
Korbitz Financial Planning LLC	—	—	110	100%
Lessard Wealth Management	Low $350K	$39M	110	65%
Osgood Capital Management, Inc.	Low $370K	$40M	110	23%
Principled Advisors, Inc.	Very Low $140K	$15M	110	5%
Calisi Wealth Management	Typical $680K	$74M	109	35%
Columbia Benefits, LLC	High $880K	$95M	109	44%
ECF Wealth, Inc.	Typical $690K	$76M	109	22%
Harris and Harris Wealth Management Group, LLC	Very Low $200K	$22M	109	0%
The Financial Group	Low $310K	$34M	109	20%
Hoyl Wealth Management, LLC	Very Low $220K	$24M	108	6%
Overland Park Wealth Management LLC	High $1M	$110M	108	34%
Personal Financial Management, Inc.	Low $290K	$31M	108	8%
Rothamel Wealth Management, LLC	Low $370K	$40M	108	13%
Spinnaker Financial Group, LLC	Typical $550K	$59M	108	13%
Fairchild Capital LLC	High $950K	$100M	107	25%
Hegarty Investment Logic, LLC	Low $240K	$26M	107	14%
Kansas City Private Wealth Management, LLC	High $920K	$98M	107	33%
Dawson Investment Management	Low $370K	$40M	106	29%
Envision Wealth Planning Inc.	Very Low $200K	$21M	106	3%
Gateway Asset Management, LLC	Typical $660K	$69M	106	21%
ITI Financial Management	High $890K	$94M	106	20%
Journey Equity Wealth Management LLC	Very Low $99K	$10M	106	9%
Saubel Financial Group	Very Low $170K	$18M	106	0%
The Cook Company, LLC	Low $370K	$39M	106	36%
Anchor Wealth Management, LLC	High $940K	$98M	105	46%
Babin Wealth Management	Low $270K	$29M	105	8%
Bobb Financial Incorporated	High $820K	$86M	105	25%
Brown Wealth Management, LLC	High $940K	$98M	105	30%
Chancellor Financial Services, Inc.	Low $290K	$31M	105	8%
Komons Financial LLC	Low $300K	$31M	105	14%
Pacific Coast Investment Advisors, LLC	High $1.2M	$120M	105	29%
Retirement Resources Wealth Management, Lp	Typical $470K	$49M	105	0%
Ridinger Wealth Management, LLC	Typical $590K	$62M	105	15%
Brava Financial	—	—	104	0%
Circle City Wealth Management LLC	High $920K	$96M	104	25%
Endeavor Financial Advisors, LLC	High $750K	$78M	104	37%
Pacific United Planning, Inc.	Low $250K	$26M	104	9%
Signal Research Group LLC	Very Low $170K	$18M	104	10%
Calder Financial LLC	Very High $1.3M	$130M	103	52%
F3 Capital	Low $350K	$36M	103	0%
Scout Asset Management	Typical $640K	$66M	103	18%
Affinity Financial - The Walker Group LLC	Low $410K	$42M	102	4%
Azzendo Wealth Advisors	Very High $1.7M	$170M	102	49%
Harvestwise Wealth Planning	Low $410K	$42M	102	13%
Hyland Wealth Management LLC	Typical $620K	$63M	102	17%
Midwest Financial Strategies	Low $390K	$39M	102	19%
North Shore Investment Consulting LLC	Very High $1.7M	$170M	102	0%
Spinnaker Financial Advisors, LLC	High $1M	$100M	102	29%
Virtual Investment Planning LLC	Low $230K	$23M	102	0%
Wardlaw Wealth Management LLC	High $740K	$75M	102	11%
Bull Run Investment Management LLC	Typical $520K	$52M	101	24%
Elite Financial Group	Low $400K	$40M	101	52%
Portico Financial Group, LLC	Low $280K	$29M	101	21%
Reitz Capital Advisors LLC	High $1M	$100M	101	38%
Royal Palm Investment Advisors, Inc.	Low $390K	$40M	101	10%
Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors	—	—	101	0%
Approach Capital LLC	High $1M	$100M	100	85%
Capital Retirement Planning, LLC	Very Low $200K	$20M	100	5%
Caprock Wealth Management	High $830K	$83M	100	31%
Comprehensive Financial Planning Inc	Very High $1.8M	$180M	100	7%
Harlow Capital Management LLC	High $1.2M	$120M	100	78%
Harper Financial Planning	Low $350K	$35M	100	14%
Hayden Capital	Low $320K	$32M	100	85%
HV Capital Advisors LLC	Very Low $190K	$19M	100	68%
JLJ Capital Management, LLC	Low $390K	$39M	100	0%
Larson Wealth Management, LLC	Typical $590K	$59M	100	17%
Lynchburg Wealth Management	Typical $690K	$69M	100	15%
Organize, Protect & Grow Your Wealth, LLC	Very Low $180K	$18M	100	21%
Retirement Investment Advisors Inc.	—	—	100	0%
Retirement Solutions	Very Low $150K	$15M	100	0%
Talley Financial	Very Low $140K	$14M	100	4%
TROIKA CAPITAL ADVISORS, LLC	Typical $560K	$56M	100	20%
Troutman Wealth	Very High $1.5M	$150M	100	49%
Leading Edge Wealth Management, LLC	Low $440K	$43M	99	21%
Rincon Wealth Management	Typical $610K	$61M	99	29%
Starkel Wealth Advisors, LLC	Very Low $140K	$14M	99	5%
Trac Asset Management LLC	High $870K	$86M	99	22%
True North Wealth	Low $240K	$24M	99	7%
WealthTarget Investment Advisors, LLC	Low $390K	$38M	99	24%
Willis Financial Services, Inc.	High $970K	$96M	99	24%
Wolf Financial Advisors LLC	High $1.3M	$120M	99	24%
Arete Wealth Strategists	Very High $1.3M	$130M	98	59%
Elevated Retirement Financial Services	Typical $650K	$64M	98	14%
First Look Capital Management, LLC	High $1.2M	$120M	98	48%
KMR Wealth Advisory, LLC	Typical $590K	$58M	98	14%
Lewis Weil Co.	Very Low $63K	$6.2M	98	0%
Mikel Wealth Management	Low $230K	$23M	98	2%
Moore Wealth Partners, LLC	Low $350K	$34M	98	20%
New View Financial, LLC	Low $270K	$26M	98	0%
Phillips Ray Capital Management, Inc.	Typical $590K	$58M	98	94%
Twenty Fifty Capital	Typical $480K	$47M	98	13%
What About Us Financial	Low $290K	$29M	98	5%
Wilkinson Capital Management, LLC	High $990K	$97M	98	37%
FBS Securities	Low $430K	$42M	97	19%
Howard Financial	Low $290K	$28M	97	5%
Vertex Financial Advisors LLC	Low $230K	$22M	97	4%
Integra Asset Advisors, L.C.	High $890K	$86M	96	68%
Lanier Asset Management, LLC	Very High $1.3M	$120M	96	53%
Maguire Stewardship Partners	Very Low $190K	$18M	96	0%
Moore Financial Planning Advisors, LLC	Very Low $21K	$2M	96	0%
RFK Capital Management	Very Low $0	$0	96	98%
Schenkelberg Investments, LLC	Typical $620K	$60M	96	15%
Wells Financial Management, LLC	Very High $1.4M	$130M	96	43%
C.E.C. Wealth Management	Typical $620K	$59M	95	32%
Corwin Company LLC	High $1.1M	$100M	95	40%
Diamond Equity Advisors	Very Low $170K	$16M	95	0%
Goldman Wealth Management	High $1.2M	$120M	95	39%
Lewis Wealth Management, LLC	Typical $440K	$42M	95	15%
Mears Money Management	Low $400K	$38M	95	0%
Patriot Wealth Planners LLC	—	—	95	0%
Peterson Wealth Management	Typical $570K	$54M	95	16%
Saga Financial Management	High $1.1M	$110M	95	11%
Strategic Income Advisors	Low $420K	$40M	95	0%
Beacon Financial Advisors, LLC	—	—	94	0%
Dark Horse Wealth LLC	Low $380K	$36M	94	11%
InsuraWealth, LLC	Very Low $180K	$17M	94	0%
VanDenburg Capital Management	High $1M	$94M	94	46%
Harmoney Wealth, PLLC	Typical $560K	$52M	93	15%
Moore Financial Management, Inc.	Low $300K	$28M	93	14%

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