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

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
1 Timothy 6 V 7 LLC	—	$0	—	—
360 Wealth Creation	—	—	—	—
3T Advisors LLC	—	—	—	—
4-3-3 Capital LLC	—	$0	—	—
584 North LLC	—	—	—	—
Adams Advisory Services, LLC	—	$0	—	—
AI Investor 360	—	—	—	—
Ajay Agrawal	—	$740K	—	—
Alexander, Dean D.	—	$0	—	—
AlgoTech Financial LLC	—	—	—	—
AlphaVista Asset Management LLC	—	$0	—	—
Amana Advisors	—	—	—	—
Amijag Advisors LLC	—	—	—	—
A More Certain Path	—	—	—	—
Ando Arashi	—	$0	—	—
Angelus Wealth, LLC	—	$240K	—	—
Aquifer Asset Management, LLC	—	$0	—	—
Argon Advisors	—	—	—	—
Aristobulus Investment Management, LLC	—	—	—	—
Arka Financial Services L.L.C.	—	—	—	—
Arusha Wealth Limited Liability Company	—	$0	—	—
Asset Achievers	—	$0	—	—
Astute Consulting, LLC	—	—	—	—
Atwood Capital Management, LLC	—	$1.1M	—	—
AURI	—	$160K	—	—
Auxius Capital Management, LLC	—	$0	—	—
Avora Wealth LLC	—	—	—	—
B365Invest	—	—	—	—
Balai Lagai Wealth Management	—	—	—	—
Balanced Wealth Strategies LLC	—	—	—	—
Bancroft Booth Capital Advisors	—	$0	—	—
Bard Investment Group, LLC	—	$0	—	—
Beacon Ridge Advisors LLC	—	—	—	—
Belay Finance	—	—	—	—
Bible & Sovereign Partners Financial Services	—	—	—	—
Black Sea Investment Group	—	$110K	—	—
Blessed Financial Investments, LLC	—	$0	—	—
B. Lively Financial, LLC	—	—	—	—
Block House Investments, LLC	—	—	—	—
Blue Dock Capital LLC	—	—	—	—
Blue Ladder Financial Planning, LLC	—	—	—	—
Boggs Wallace Wealth Partners LLC	—	$570K	—	—
Boonipat Advisory LLC	—	$0	—	—
Branch & Bloom Financial Planning, LLC	—	—	—	—
Bravo Zulu Capital Management	—	$0	—	—
Buckhead Resources, Inc.	—	$0	—	—
Build Financial Advisors, LLC	—	$3.6M	—	—
Caiman Capital Group LLC	—	—	—	—
Caishen Financial	—	—	—	—
Campbell Wealth Partners, LLC	—	—	—	—
Cardinal Wealth Management LLC	—	—	—	—
Cavner Social Enterprises, LLC	—	—	—	—
CHC Financial Solutions, LLC	—	—	—	—
Cima Sports & Wealth Management Inc	—	$0	—	—
Clarity Wealth Solutions LLC	—	—	—	—
Comprehensive Financial Planning for Doctors, LLC	—	$0	—	—
Conceptum Strategies	—	$24K	—	—
Corvum Investment Management	—	$68K	—	—
Cradle to College Financial, LLC	—	$0	—	—
Crescent Investment Solutions LLC	—	$0	—	—
Crestridge Wealth Advisors, LLC	—	—	—	—
Crestway Advisory Group	—	$0	—	—
Crest Wealth Management LLC	—	—	—	—
Crystal Oak Wealth Management, LLC	—	—	—	—
Dallas Financial Planning LLC	—	—	—	—
Daniel Financial Group, Inc.	—	—	—	—
David Rhodes Cannon, C.P.A., LLC	—	$64K	—	—
Decker Capital Management, LLC	—	$0	—	—
Definitive Advisor Group, LLC	—	$0	—	—
Deliberate Wealth	—	—	—	—
Diversified Strategies LLC	—	$0	—	—
Dominion Financial Advisors, LLC	—	$100K	—	—
Douglas Anderson, III	—	—	—	—
Dream Bigger Financial, LLC	—	$0	—	—
Eagan Ventures LLC	—	—	—	—
Elevation Wealth LLC	—	$0	—	—
EM Financial Services, LLC	—	—	—	—
Everyplan Financial	—	—	—	—
Family CFO, LLC	—	$0	—	—
Feltman & Co. LLC	—	$2.1M	—	—
Financial Client	—	—	—	—
Financial Empowerment	—	$290K	—	—
Forge Capital	—	—	—	—
Fortify Financial	—	—	—	—
Forum Wealth Group	—	—	—	—
Frontline Wealth Management	—	—	—	—
Frontstage Financial LLC	—	—	—	—
Global Fiduciary Partners	—	$170K	—	—
GMI Global Partners LLC	—	$0	—	—
Goodrich & Associates, LLC	—	—	—	—
GOTMAN-MATUSOVSKAYA, Julie Evgenievna	—	—	—	—
G.P. Leach Securities LLC	—	$80K	—	—
Grenadilla Advisory LLC	—	$2.5M	—	—
Greybridge Private Wealth	—	—	—	—
Gulf Coast RIA	—	$0	—	—
GWA Wealth	—	—	—	—
Halal Alpha	—	—	—	—
Hall Financial Wellness	—	—	—	—
Harvest - Faith-Based Investing	—	$0	—	—
H.B. Brown Financial Advising, LLC	—	—	—	—
Hemmers Financial	—	—	—	—
High Flight Financial LLC	—	—	—	—
HMP Capital Management, LLC	—	$600K	—	—
Holly Donaldson Financial Planning, LLC	—	$0	—	—
Hoyle Capital, LLC	—	—	—	—
Hudson House Capital Incorporated	—	$280K	—	—
Hudson Wealth Management, LLC	—	—	—	—
Icon Imperial	—	—	—	—
Ideal Financial Planning	—	—	—	—
Integrity Investment Management	—	—	—	—
Investors Choice	—	—	—	—
Iron Forge Financial	—	$0	—	—
ISF Advisory, LLC	—	—	—	—
Ismail, Mustafa	—	—	—	—
JC Capital Advisors Group LLC	—	—	—	—
J I Medina Investments, LLC	—	—	—	—
Jmac Financial Planning & Investment Services Pllc	—	$0	—	—
JMD Financial Planning Inc.	—	—	—	—
John Navin Navidomskis IV	—	$3.2M	—	—
JOS Planning	—	$0	—	—
JPN Advisors LLC	—	$0	—	—
Kelley Lane Capital, LLC	—	$690K	—	—
Knightsbridge Ventures	—	—	—	—
Kopkin Capital Management, LLC	—	$0	—	—
Lake Highlands Capital Management	—	$810K	—	—
Lakeline Financial	—	—	—	—
Lambda Wealth Management LLC	—	$0	—	—
Lampados Financial Group, LLC	—	—	—	—
Lankford Capital Management LLC	—	$0	—	—
La Vida Financial	—	—	—	—
LCM Financial	—	—	—	—
Legacy Path Advisors LLC	—	$0	—	—
Legacy Wealth Group	—	—	—	—
LGBTQ Wealth Planning LLC	—	$0	—	—
Lightpath Wealth & Tax Advisors	—	$0	—	—
Lilac Wealth, LLC	—	—	—	—
Livingston Wealth Advisory	—	—	—	—
Look Both Ways Financial, LLC	—	—	—	—
Luminous Money	—	—	—	—
Magis Private Wealth Management, LLC	—	$2.2M	—	—
Maravi Capital Management	—	—	—	—
Martin Capital Planning	—	—	—	—
Mercer Street Personal Financial Services	—	$0	—	—
Michael E. Reichek dba Reichek Financial Services	—	$1.2M	—	—
Michael Niemczyk Associates, Inc.	—	—	—	—
MinorKey Management	—	$3.8M	—	—
Mobius Fund	—	$0	—	—
Narstar	—	—	—	—
Natalie M. Kassenyeva	—	—	—	—
Navarro Asset Management, LLC	—	$95K	—	—
NEK Financial Inc	—	$0	—	—
NET Financial	—	$0	—	—
Next Play Wealth	—	—	—	—
Noblehouse Family Office, LLC	—	—	—	—
NorStar Financial of Plano, LLC	—	$1.2M	—	—
Oagh	—	—	—	—
OM Investments	—	—	—	—
One Life Advisory	—	$0	—	—
Onpoint Financial Advice, LLC	—	$0	—	—
On Track to Retire LLC	—	$0	—	—
Onus Financial LLC	—	—	—	—
Open Prairie Wealth Management	—	—	—	—
OptimalPath Advisors, LLC	—	$0	—	—
Oris Wealth Designs LLC	—	$2M	—	—
Osprey Money Management, LLC	—	—	—	—
Otium Wealth Management	—	—	—	—
Outlive Financial Planning LLC	—	$42K	—	—
Overflow Financial	—	—	—	—
Ox Lux Advisory LLC	—	—	—	—
Parker Wealth Group, LLC	—	—	—	—
Pathsetter Financial	—	$0	—	—
Patterson Strategic Equity LLC	—	—	—	—
Peace of Mind Wealth Management	—	$0	—	—
Peach Wealth Management	—	—	—	—
Peninsula Equity Capital	—	$0	—	—
Physicians Investment Advisory Services of Texas, LLC	—	—	—	—
Pine Valley Private Wealth	—	$0	—	—
Playbook Advisers LLC	—	—	—	—
Post Oak Financial, LLC	—	—	—	—
Potter Advisors LLC	—	—	—	—
Powerhouse Financial Advisors, Inc.	—	$97M	256	—
Presley Capital Management, LLC	—	—	—	—
PRIA Strategies, LLC	—	—	—	—
Pride of the West Financial, LLC	—	$0	—	—
Prime Personal Finance	—	$0	—	—
Prosperity First Wealth Management	—	—	—	—
Prumo Wealth Management, LLC	—	—	—	—
Quantact Capital Advisors LLC	—	$1.8M	—	—
Real Advisers LLC RIA Series	—	—	—	—
Reap Asset Management LLC	—	—	—	—
Redemptive Wealth Management LLC	—	$0	—	—
Refined Wealth	—	$900K	—	—
Reg Davis Investments, LLC	—	—	—	—
Remnant Wealth	—	—	—	—
Retirement Planning Partner LLC	—	—	—	—
RTB Wealth Advisors, LLC	—	—	—	—
Rubicon Investment Management & Analytics	—	—	—	—
Rubric Advisors LLC	—	—	—	—
Ryerson Financial, LLC	—	$0	—	—
Samju Capital LLC	—	—	—	—
Second Opinion Financial	—	$0	—	—
SecretX Assets	—	$0	—	—
Semper Sursum Investments LLC	—	—	—	—
SevenWealth LLC	—	—	—	—
SGMG Enterprise LLC	—	—	—	—
Shah Tax and Financial Planning	—	$0	—	—
ShellCrest Financial LLC	—	—	—	—
Sherpa Wealth Management LLC	—	—	—	—
Shorter, Alden M	—	$0	—	—
Sieve Capital LLC	—	—	—	—
Simba Investment Advisors	—	—	—	—
Smith, Michael, Glen	—	$0	—	—
Sound Money Management, Inc.	—	—	—	—
Southern Capital Partners, LLC	—	—	—	—
SpendItRight LLC	—	—	—	—
Spring Ocean Capital LLC	—	$2.2M	—	—
Starbord LLC	—	$2.9M	—	—
Steed Investments, LLC	—	—	—	—
Stellaris Wealth Management LLC	—	—	—	—
Stillpoint Capital	—	—	—	—
Synergist Private Wealth LLC	—	—	—	—
TB Sunridge Advisors LLC	—	$0	—	—
Texas First Investment Management Company	—	$200K	—	—
The Financial Chase LLC	—	—	—	—
The Just Company	—	—	—	—
The Tempest Financial Group PLLC	—	—	—	—
Third Generation Capital Management	—	$0	—	—
Three-Sixty Wealth Management, LLC.	—	$0	—	—
Titan Wealth Advisory, LLC	—	—	—	—
Tiverton Wealth	—	—	—	—
TRG Financial	—	—	—	—
Turning Point Financial Advisory	—	—	—	—
Uniplan Financial Investments Inc.	—	—	—	—
Unitas Partners LLC	—	$0	—	—
US Freedom Capital Advisors LLC	—	$0	—	—
US Growth Partners, LLC	—	$3.3M	—	—
Vessel Financial Planning LLC	—	—	—	—
Vincose Capital Management, LLC	—	—	—	—
Virescent Financial LLC	—	—	—	—
Wagner Wealth Management	—	—	—	—
Waldo.AI, Inc.	—	—	—	—
Wallace	—	—	—	—
Warner Investments, LLC	—	$510K	—	—
Wealth and Plan	—	—	—	—
Wealth Cairn, LLC	—	$0	—	—
Wealth Creators, LLC	—	—	—	—
Wealth Management Institute, Inc.	—	—	—	—
WealthPortrait Financial, LLC	—	$0	—	—
Wehling Investment Management	—	$16K	—	—
Westcenter Advisors Ltd	—	—	—	—
Whisper Wealth Advisors LLC	—	—	—	—
White Sands Family Office LLC	—	—	—	—
Y2K Financial LLC	—	$0	—	—
Your Best Move Inc	—	$0	—	—
Yuka Corp	—	$2.7M	2	—
Ziarnick Financial LLC	—	$0	—	—
Bent Tree Trust Advisors, LLC	—	—	1	0%
Caldwell Investment Services LLC	Very Low $35K	$35K	1	0%
Crenshaw Capital Management	Very Low $3.1K	$3.1K	1	0%
Dallas Money Management LLC	High $900K	$900K	1	100%
ELR Capital Management, LLC	Typical $680K	$680K	1	0%
Fox Meadow Financial Planning	—	—	1	0%
GBS Group	Typical $460K	$460K	1	0%
Gladiator Capital Management	Very Low $180K	$180K	1	0%
Grayton Beach Capital, LLC	Very Low $28K	$28K	1	0%
Hawken Wealth Management	Very High $3.5M	$3.5M	1	0%
Hive Wealth Management LLC	Low $280K	$280K	1	100%
Just Advising	Very Low $0	$0	1	0%
Leftskewed Investment Management, LLC	Very Low $1.5K	$1.5K	1	100%
Planb Tax & Wealth Advisors LLC	Very Low $500	$500	1	0%
Ranchwood Capital Management	High $930K	$930K	1	100%
Recalibrating Wealth	—	—	1	0%
Rivercrest Investment Advisors, LLC	Typical $670K	$670K	1	100%
Stephen F. Hill And Associates L.L.C.	Very Low $45K	$45K	1	0%
Titania Investments LLC	High $1.2M	$1.2M	1	100%
Valley Regional Capital Management LLC	Very High $1.4M	$1.4M	1	0%
Verite Financial, LLC	—	—	1	0%
Wilkins Advisors, LLC	Very Low $0	$0	1	0%
Adam Doty Company	Low $340K	$670K	2	0%
AEOM Investments, LLC	Low $340K	$670K	2	100%
American Investment Management Group LLC	Very Low $1.8K	$3.5K	2	0%
Amplified Alpha	Very Low $140K	$280K	2	0%
A Small Investment	—	—	2	0%
Bautista Planning and Analytics, LLC	Low $330K	$670K	2	0%
Blue Aris	—	—	2	0%
BluePrism Wealth Management LLC	Very Low $80K	$160K	2	0%
Brio Consulting, LLC	Very Low $0	$0	2	0%
Chinea Wealth Management LLC	Low $270K	$530K	2	0%
Divergent Path Capital Management	Very Low $0	$0	2	0%
Donald W. Traylor	Very Low $170K	$330K	2	0%
eCapital Advisors, Inc.	Very High $7.8M	$16M	2	100%
EnvisionX Capital, LLC	Low $420K	$840K	2	50%
Esquires Group LLC	—	—	2	0%
Exponential Advisors LLC	Very Low $9.6K	$19K	2	0%
Family Wealth Coaching, LLC	Very Low $21K	$43K	2	0%
Financial Excavation	Very Low $0	$0	2	0%
Guardant Wealth Advisors LLC	Very Low $9K	$18K	2	0%
Hackberry Capital Management	Typical $700K	$1.4M	2	0%
Hoffman Wealth Advisors	Very Low $6.4K	$13K	2	0%
Hyvorian Financial	Very Low $70K	$140K	2	0%
Locus Wealth Management	Very High $4.3M	$8.6M	2	0%
Noble Investors LLC	Very High $3.4M	$6.8M	2	100%
Olivehurst Advisors LLC	—	—	2	0%
Phoenix Investment	Very Low $11K	$22K	2	100%
Priad Investment Advisers, L.L.C.	Very High $2.2M	$4.3M	2	100%
Quantca Financial	Very Low $5.2K	$10K	2	0%
Richards Financial Planning, LLC	Very Low $160K	$330K	2	0%
Sevey Wealth Advisors	Low $420K	$850K	2	0%
Stadtler Capital Management, LLC	High $960K	$1.9M	2	100%
Synergos Capital Management	Very High $2.3M	$4.6M	2	100%
Synergy Capital Advisors, LLC	High $1.1M	$2.2M	2	50%
Taylor & Taylor Financial Services	Low $400K	$800K	2	0%
Texas Assured Financial Planning LLC	Very Low $200K	$400K	2	0%
The Dienekes Corporation	Typical $600K	$1.2M	2	50%
Triunity Financial Planning, LLC	Very Low $53K	$110K	2	0%
Vitality Planning, LLC	Very High $3.5M	$7M	2	0%
Wealth IQ	Typical $660K	$1.3M	2	50%
Weimer Financial Advisors LLC	—	—	2	0%
Woodmont Financial Partners LLC	—	—	2	0%
Woolly Mammoth, LLC	Very High $2.6M	$5.3M	2	100%
American Market Advisors, Inc.	Very High $5.4M	$16M	3	100%
Austin National Financial Services	High $920K	$2.8M	3	67%
AXON Capital Management	Typical $670K	$2M	3	100%
Bayou Bridge Capital Advisors, LLC	Low $330K	$1M	3	33%
Dutton Financial Planning, LLC	Very Low $180K	$550K	3	0%
Eagle Valley Wealth Management	Very Low $180K	$550K	3	33%
Edman Global Investment Management LLC	High $1.2M	$3.6M	3	33%
Eighty Rods Advisors	Very High $4.9M	$15M	3	0%
Endowe Advisory LLC	Very Low $100	$300	3	0%
Fidelis FS, LLC	High $940K	$2.8M	3	0%
Garrett Investment Advisory Services, LLC	Very Low $150K	$450K	3	0%
GWD Capital Management, LLC	Very High $5.9M	$18M	3	0%
Human Financial	—	—	3	0%
JPL Wealth Management	Low $240K	$720K	3	0%
LifeFirst Wealth, LLC	Very High $1.4M	$4.3M	3	33%
Mercantile Advisors, LLC	Very Low $42K	$130K	3	0%
Midway Partners Capital Management, LLC	Typical $490K	$1.5M	3	0%
Monies Wealth LLC	Low $330K	$1M	3	33%
Parker Prescott Capital Management	Very Low $150K	$450K	3	0%
PRP	Very High $2.8M	$8.5M	3	33%
Prudent Prosperity	Very Low $63K	$190K	3	67%
RA Advisory LLC	Low $390K	$1.2M	3	0%
Shift to Impact	Very Low $0	$0	3	33%
Solutia Global, LLC	—	—	3	0%
Wisdom Oak Fund Management LLC	Very Low $22K	$65K	3	33%
Absolute Alpha Corp	High $950K	$3.8M	4	100%
ARPP	Very Low $0	$0	4	100%
CasMilner Consulting LLC	Low $420K	$1.7M	4	50%
CRG Wealth, LLC	Low $350K	$1.4M	4	25%
Dollars & Sense Financial Fitness	Very Low $200K	$800K	4	50%
Exponential Wealth Management, LLC	Very High $7.9M	$32M	4	100%
Gamboa Capital Management Inc.	Very Low $61K	$240K	4	0%
Gates Wealth Group	Very Low $81K	$320K	4	0%
Hilltop Planning	Low $430K	$1.7M	4	0%
Inclusive Wealth Financial Planning LLC	Low $230K	$910K	4	50%
IndiWealth	Typical $460K	$1.8M	4	0%
JFD Capital, LLC	High $1.3M	$5M	4	100%
Kell Capital, LLC	High $880K	$3.5M	4	100%
Know Your Worth Financial	Low $400K	$1.6M	4	0%
Map to Your Wealth LLC	High $970K	$3.9M	4	50%
Measured Money Maneuvers	Low $330K	$1.3M	4	0%
Overshare	Typical $650K	$2.6M	4	50%
Resilient Financial Solutions	Very Low $200K	$800K	4	0%
Saber Asset Management	Very Low $220K	$870K	4	75%
Sawyer Investment Management Company	Very Low $84K	$340K	4	0%
SJL Financial LLC	Very Low $0	$0	4	0%
Souther Capital Management L.L.C.	Very High $1.6M	$6.6M	4	25%
Stableford Capital Partners	Very High $5.7M	$23M	4	50%
Summa Wealth Management	—	—	4	0%
Tax Pro Advisor	Very Low $170K	$660K	4	0%
Taylor Financial Consulting	Very Low $200K	$810K	4	75%
Wayfinder Wealth Warriors LLC	High $1.2M	$4.6M	4	0%
Wealth Keepers	Very Low $84K	$340K	4	0%
AESOP ADVISOR, LLC	Very Low $35K	$180K	5	0%
Agile Wealth LLC	Very Low $190K	$970K	5	0%
Amerina International Capital Management LLC	Very High $2M	$9.8M	5	0%
Austec Wealth Management, LLC	Typical $570K	$2.9M	5	0%
Bird Dog Trading Corporation	Very High $2.4M	$12M	5	60%
Black Raven Investments, LLC	High $840K	$4.2M	5	0%
Boulevard Investment Management LLC	Very High $10M	$50M	5	80%
Bow Stream Investments LLC	Very High $2.1M	$10M	5	100%
Broaden Wealth LLC	High $1.2M	$6M	5	60%
Capital Advice, LLC	Low $270K	$1.3M	5	0%
Cimarron Wealth Management, LLC	Very High $2.1M	$11M	5	80%
Crawford Advisory Group, LLC	Very High $3.5M	$17M	5	100%
Crews Capital Management, LP	Very High $5.8M	$29M	5	80%
Cypress Lane Advisors	High $1.2M	$6.1M	5	100%
Dark Horse LLC	Low $260K	$1.3M	5	0%
Dirigo Investment Advisors, LLC	Typical $480K	$2.4M	5	100%
Donovan Legacy Advisors, LLC	High $790K	$4M	5	40%
Echo Prudent Capital LLC	Very High $2.3M	$11M	5	100%
Five Keys Private Advisors LLC	Very High $2M	$10M	5	100%
Flatlands Wealth LLC	Typical $500K	$2.5M	5	20%
Golconda Capital Management, LLC	Typical $500K	$2.5M	5	20%
Grand Life Financial LLC	Very High $1.7M	$8.6M	5	100%
John C. Foti, DBA Experient Portfolio Management	Very High $1.5M	$7.4M	5	100%
J.P. Wealth Management, LLC	Very High $16M	$82M	5	100%
Kevin Clariday Investment Advisor	Very High $4.4M	$22M	5	80%
Lawrence, Alan	Very High $4.9M	$25M	5	100%
L. Cooper Investments	High $790K	$3.9M	5	0%
LCR Financial Group, LLC	Very Low $150K	$730K	5	20%
Malone Financial Planning LLC	Low $400K	$2M	5	0%
McCary Anheuser Wealth Management, LLC	Very High $1.6M	$8.1M	5	60%
McLean Capital Management	Typical $560K	$2.8M	5	40%
Millennial Financial Planning	Very Low $51K	$260K	5	0%
Mooring Bay Capital Management	Very High $1.7M	$8.5M	5	100%
Normaltown Financial LLC	Very Low $220K	$1.1M	5	0%
Oakridge Financial Planning LLC	Very Low $18K	$91K	5	0%
Oceanair Wealth	Very Low $97K	$490K	5	40%
Oceanus Research LLC	Typical $600K	$3M	5	100%
Pillar Point Wealth Management LLC	High $1M	$5.1M	5	0%
PI Wealth Plan LLC	Very High $4.6M	$23M	5	100%
Portafolio Capital Management	Low $280K	$1.4M	5	0%
Rewbix	Very Low $4K	$20K	5	0%
Round Oak Capital LLC	Very High $4.8M	$24M	5	100%
Shalom Global Capital Group LLC	Very High $1.9M	$9.7M	5	100%
Southmore Financial Advisory LLC	Low $280K	$1.4M	5	0%
Tailwind Financial Planning LLC	High $790K	$4M	5	80%
TopRac Financial LLC	—	—	5	0%
Tradespro LLC	Very Low $32K	$160K	5	0%
Vihar Capital Management	Typical $720K	$3.6M	5	100%
Woodlands Capital Management, LLC	High $1.1M	$5.7M	5	60%
WorchesterShire Financial	High $960K	$4.8M	5	0%
AB Financial Planning and Investments, LLC	—	—	6	0%
Afrobloc	Very Low $11K	$63K	6	0%
AnalyticEdge Finance	High $860K	$5.2M	6	17%
Bayview Financial Planning	Typical $530K	$3.2M	6	33%
Bernstein Financial Advisory	Very High $1.6M	$9.5M	6	33%
Bison Wealth Management, LLC	Very High $1.6M	$9.6M	6	50%
Broken Investing, LLC	Very Low $10K	$60K	6	0%
Clarified Wealth Advisory	High $1.1M	$6.7M	6	100%
Clym LLC	Typical $530K	$3.2M	6	0%
DBG Capital Advisors, LLC	Very Low $170K	$1M	6	100%
Dynamic Financial Planning	Very Low $150K	$920K	6	0%
EnoughFP LLC	—	—	6	100%
Everman Prosperity	Low $340K	$2M	6	33%
Fiduciary Standard, LLC	Very High $3M	$18M	6	100%
FINANCIAL FILOSOPHY	High $840K	$5M	6	0%
FLB Capital Management, LLC	Low $250K	$1.5M	6	0%
Goodrich Financial Advisory LLC	Very Low $180K	$1.1M	6	0%
Granite Research, LLC	—	—	6	0%
Harris Financial Consulting, PLLC	—	—	6	0%
Hart Investment Management, LLC	Very High $2.7M	$16M	6	100%
HSP Capital, LLC	Very High $1.5M	$8.9M	6	83%
In-Christ Asset Management, LLC	Very Low $61K	$360K	6	0%
Inked Investments	Very Low $150K	$890K	6	0%
Innovator Wealth Advisor, LLC	Very Low $83K	$500K	6	0%
Interval Capital Management, LLC	High $1.2M	$7.1M	6	100%
InverseWealth LLC	Very Low $220K	$1.3M	6	0%
JCO Advisors LLC	Typical $560K	$3.3M	6	100%

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