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 %
Sire Line Capital Management LLC	Typical $440K	$8M	18	0%
Solid Rock Capital Management	High $1M	$18M	18	11%
Stratia Wealth Management, LLC	High $1.1M	$20M	18	56%
Think Different Wealth Advisors LLC	High $1.1M	$20M	18	67%
Third Wave Capital LLC	Very Low $51K	$910K	18	0%
Vetworth	Typical $520K	$9.3M	18	0%
9M Investments, LLC	Typical $570K	$11M	19	42%
Advising for Life, LLC	Low $250K	$4.7M	19	0%
AIM Advisors	High $950K	$18M	19	21%
AM Wealth Solutions, LLC	Typical $580K	$11M	19	100%
Charles Manning & Associates, Inc.	Very High $3.7M	$70M	19	84%
Curtain Wealth Planning L.L.C.	—	—	19	0%
DPH Financial	Very Low $110K	$2.1M	19	0%
Eagle Wealth Management, Inc.	Typical $690K	$13M	19	32%
EE&A Investment Management	High $1.2M	$23M	19	100%
HG Wealth Management, LLC	Very High $1.8M	$35M	19	63%
Honey Badger Advisors LLC	Very Low $200K	$3.8M	19	0%
Investing Forever Advisory	High $1.1M	$21M	19	53%
Kardinal Financial	Typical $470K	$9M	19	16%
Mayfair Financial, LLC	Very High $2.6M	$49M	19	100%
Olesky Capital Management, LLC	Very High $3.4M	$64M	19	100%
Olive Tree Asset Management	Typical $660K	$13M	19	47%
Optima Capital Management	Very High $1.9M	$37M	19	37%
Pistol Hill Capital	Very Low $32K	$600K	19	0%
Premier Wealth Management, LLC	Very Low $150K	$2.8M	19	16%
Pro Advisors, Ltd. dba R J Pickle Financial Services	High $830K	$16M	19	26%
Providence Financial Services, LLC	Typical $660K	$13M	19	32%
RELYON Financial Advisors, LLC	High $1.2M	$23M	19	74%
Retire With Swan	Typical $580K	$11M	19	0%
River Tree Capital Management	Very High $1.4M	$26M	19	53%
RMH Capital Advisors, LLC	Very High $2.1M	$40M	19	42%
Scaled Finance LLC	—	—	19	0%
Second Mountain Financial, Inc.	Very High $2M	$37M	19	95%
Simplify Wealth Planning LLC	Low $300K	$5.7M	19	42%
SJC Capital Advisors LLC	Very High $1.6M	$31M	19	42%
Spectrum Advisers, LLC	Very High $1.4M	$26M	19	37%
Stephanie E. Doyle Investment Management	Low $420K	$8M	19	0%
Stoecker Financial, Inc.	Low $280K	$5.3M	19	0%
Tandem Financial Guidance, LLC	Typical $620K	$12M	19	16%
The Simple Investor's Guide, LLC	Typical $660K	$13M	19	21%
Wealth Management Services of Austin, LLC	Typical $610K	$12M	19	5%
Adk Wealthcare Partners	Very High $1.4M	$29M	20	20%
Adriatic Wealth Management LLC	Very Low $130K	$2.6M	20	0%
AJP Financial Services, LLC	High $1.3M	$25M	20	70%
Aspen Trail Wealth Management, LLC	High $830K	$17M	20	55%
Bartee Capital Management, LLC	Very Low $130K	$2.6M	20	0%
BAS Capital	Very High $5.9M	$120M	20	100%
Coastal Wealth Management, LP	Very Low $110K	$2.1M	20	0%
Cultivate Financial Wellness, LLC	High $820K	$16M	20	25%
DeMesne Investments	Typical $720K	$14M	20	70%
Devkota Capital Advisors	Low $370K	$7.3M	20	25%
Dream Financial Planning	Low $260K	$5.2M	20	0%
D Squared Capital Management, LLC	Low $250K	$5M	20	0%
Gorham Wealth Management, LLC	Typical $720K	$14M	20	80%
Iapetus Capital, Inc.	Very High $4M	$80M	20	100%
Journey Asset Management LLC	Very Low $28K	$560K	20	0%
Mark Monreal & Associates	Very Low $120K	$2.5M	20	0%
Michael Pappas Advisor LLC	Typical $520K	$10M	20	10%
Mission Hill Advisors, LLC	Very High $6.5M	$130M	20	100%
MVK Financial Planning, LLC	Typical $580K	$12M	20	45%
Piedmont Capital Asset Management LLC	Very High $2.1M	$43M	20	65%
Private Client Services Group, LLC	Low $370K	$7.4M	20	65%
Putman Capital Management, Inc.	High $780K	$16M	20	30%
Quoinage Capital LLC	Very High $3.2M	$63M	20	70%
Resonance Financial, LLC	Very High $2M	$41M	20	80%
Richard A. Stebbins CPA CFP CMFC	Typical $620K	$12M	20	0%
Roscoe Financial	Typical $570K	$11M	20	20%
Salida Financial Advice and Planning	Typical $650K	$15M	20	0%
SOL Financial	Low $430K	$8.5M	20	10%
Stars & Stripes Financial Advisors	Very Low $26K	$530K	20	0%
Sueing Investments, LLC	Typical $600K	$12M	20	0%
Sunflower Financial Planning, LLC	Typical $470K	$9.3M	20	50%
True Financial, LLC	Typical $580K	$12M	20	35%
Valuetree Financial LLC	Typical $470K	$9.4M	20	50%
White Brook Capital	High $900K	$18M	20	85%
Worthview Capital Management LLC	Very High $1.6M	$32M	20	55%
Zuwa Financial LLC	Very Low $37K	$740K	20	0%
AA Wealth Strategies LLC	Very High $1.5M	$31M	21	33%
Ahmeti Wealth Management, LLC	Very Low $150K	$3.2M	21	0%
Apex Wealth Management, LLC	Very High $1.4M	$29M	21	33%
Asset Wealth Advisors, LLC	Typical $720K	$15M	21	57%
Beckett Collective	Very High $1.6M	$33M	21	33%
Cadenza Financial Planning	Low $300K	$6.2M	21	0%
Caliber Wealth Advisory	High $1.1M	$24M	21	38%
Deasil Wealth Management LLC	Low $240K	$5.1M	21	5%
Deerwood Capital, LLC	Very Low $140K	$2.9M	21	0%
East West Advisers	Very Low $130K	$2.8M	21	0%
Financial Staples	High $840K	$18M	21	43%
Fresh Bread Investments, LLC	High $900K	$19M	21	48%
Harris Wealth Advisors, LLC	Low $340K	$7.2M	21	19%
HRC Financial	Low $280K	$5.9M	21	0%
Jackson Financial Services LLC	Very Low $43K	$910K	21	62%
JG Wealth Management, LLC	Very Low $78K	$1.6M	21	0%
Kompass Financial Advisors, Inc.	Low $430K	$8.9M	21	5%
Lifetime Financial Planners LLC	Typical $730K	$15M	21	43%
Magister Wealth	High $1.1M	$23M	21	81%
Mattix Wealth Management LLC	Very Low $0	$0	21	0%
Mountain Avenue Capital LLC	Typical $630K	$13M	21	81%
New Southern Advisory Services	Very High $1.9M	$40M	21	62%
Oakview Capital Management, L.P.	Very High $1.5M	$32M	21	100%
Off-Trail Works LLC	Low $430K	$9M	21	0%
Paul Marascalco Registered Investment Advisor	Low $390K	$8.2M	21	0%
Peachtree Creek Investments	Very High $1.7M	$37M	21	33%
RR Portfolios, LLC	Very High $1.5M	$31M	21	67%
Samatva Wealth Management LLC	Very Low $39K	$830K	21	0%
Simmons Investment Management LLC	High $1M	$21M	21	62%
SimpliciFi, LLC	Very Low $180K	$3.8M	21	0%
Stalwart Financial Planning	Typical $460K	$9.6M	21	0%
Therawealth, LLC	Low $400K	$8.3M	21	10%
VG Financial Consulting, LLC	—	—	21	100%
Walstad Investment Counsel, Inc.	Very High $2.6M	$55M	21	71%
Alignpoint Wealth	High $810K	$18M	22	41%
ARCH Financial Planning, LLC	Typical $480K	$10M	22	32%
Argus Wealth Management	Very High $2.6M	$56M	22	68%
Barton Creek Advisors, LLC	Very Low $220K	$4.9M	22	27%
Boynton Financial LLC	Very Low $220K	$4.7M	22	5%
BRG Financial, LLC	Low $270K	$5.9M	22	23%
Brown Capital Advisors, LLC	Typical $640K	$14M	22	0%
Cronkhite Wealth Strategies	Typical $450K	$9.8M	22	0%
Developing Financial	Very Low $82K	$1.8M	22	0%
DIWY Financial Planning	—	—	22	0%
Elbrus Partners, LLC	Typical $510K	$11M	22	27%
ENDURE Retirement LLC	Low $340K	$7.5M	22	14%
Equanimity Wealth	—	—	22	0%
Fullington & Associates, LLC	Typical $600K	$13M	22	41%
Gerritz Wealth Management, Inc.	Low $230K	$5M	22	0%
Greenside Financial, Ltd	Very High $1.3M	$28M	22	50%
Guinea Value Investments	High $840K	$18M	22	91%
Hark Financial Planning	High $1.2M	$26M	22	36%
Intune Management Corp.	Very High $3.6M	$78M	22	86%
Kurtin Financial Advisers, LLC	Very High $5.4M	$120M	22	100%
Mari Legacy Group, LLC	Very High $1.4M	$30M	22	45%
Mentor Financial Advisory Group, Ltd.	Very High $4M	$88M	22	86%
Mertz Capital	High $980K	$21M	22	73%
Michael P Lynch Wealth Management, LLC	High $1.1M	$23M	22	41%
Momentum Financial Strategies, LLC	Very Low $5.9K	$130K	22	0%
Monarch Wealth Management, LLC	Very High $2.3M	$50M	22	0%
Mustang Capital Management, LLC	Very High $2.6M	$57M	22	68%
Pacific Capital Works, Inc.	Very High $2.4M	$53M	22	91%
Pelican Financial Planning and Wealth, PLLC	High $1.1M	$25M	22	36%
PieCapital	Very High $3.1M	$69M	22	91%
Prominence Capital	Very High $2.6M	$57M	22	77%
Raymond John Management LLC	High $1.1M	$24M	22	32%
Sapling Wealth Management	Very High $1.8M	$39M	22	27%
Skibek Wealth Management	Very High $1.5M	$34M	22	55%
SMEAC Financial, LLC	Typical $490K	$11M	22	9%
Sutton Place Capital Management LLC	High $950K	$21M	22	100%
Templeman Wealth Management Inc.	Very High $2.4M	$52M	22	82%
Wealth Ready	Very Low $73K	$1.6M	22	0%
Westmont Capital Advisors, LLC	Typical $730K	$16M	22	50%
Aeon Capital Partners, LLC	Very Low $110K	$2.4M	23	70%
Alta Via Financial Planning	Very Low $0	$0	23	78%
Amaral Financial Planning	Low $370K	$8.4M	23	4%
Austin Creek Capital, LLC	Low $320K	$7.4M	23	0%
Baker Wealth Group LLC	Very High $1.9M	$43M	23	61%
Beacon Park Capital, LLC	Very High $2.8M	$65M	23	100%
BlueSail Advisors LLC	High $1.3M	$29M	23	0%
Blue Slate Investment Management	Typical $620K	$14M	23	52%
BN Investment, LLC	Very Low $210K	$4.9M	23	0%
Bragg Comer Financial Advisors, LLC	Low $400K	$9.3M	23	39%
Cornerstone Financial Planning	Typical $630K	$15M	23	22%
DH Asset Management, LLC	Very High $1.6M	$36M	23	48%
Edward Allen Benson, PhD	Very High $1.7M	$38M	23	0%
Financial Life Journeys	Low $280K	$6.5M	23	0%
Fundamental Advisors, Inc.	High $900K	$21M	23	17%
Gilbert Wealth	High $1M	$23M	23	22%
Head to Toe Financial Planning	High $1M	$23M	23	9%
Infinity Wealthcare, LLC	High $910K	$21M	23	61%
Integrity Advisors LLC	Low $340K	$7.8M	23	4%
Janus Financial Planning, LLC	Typical $580K	$13M	23	30%
KMC Wealth Management, LLC	High $800K	$19M	23	30%
Laguna Coast Capital	Very High $3.8M	$87M	23	100%
Landphair Wealth Management LLC	Typical $550K	$13M	23	17%
Laughter Financial	High $880K	$20M	23	52%
MONUMENT Retirement & WEALTH ADVISORY, LLC	Low $340K	$7.9M	23	13%
Opti Bloom Advisors LLC	High $780K	$18M	23	17%
Presidio Advisors, LLC	High $990K	$23M	23	48%
Real Life Planning	Low $410K	$9.4M	23	13%
Redpoint Investment Advisors	Typical $700K	$16M	23	0%
Soaring Wealth LLC	High $840K	$19M	23	43%
Sterling Futures	High $1.1M	$25M	23	61%
WorthyNest LLC	High $780K	$18M	23	39%
Wykrent, Damon	Very High $1.3M	$31M	23	57%
361 Financial Planning, Inc.	Low $250K	$5.9M	24	0%
Bellaire Capital Management, LLC	Typical $640K	$15M	24	58%
Bluepoint Wealth Advisors	High $960K	$23M	24	42%
Chugg Wealth Strategies, LLC	High $1.2M	$28M	24	38%
Coletta Capital, LLC	Low $290K	$6.9M	24	8%
Collective Wealth, LLC	Low $380K	$9.2M	24	0%
Continuum Financial, LLC	High $1.2M	$28M	24	50%
Crossroads Asset Management LLC	High $900K	$22M	24	33%
Dream Life Wealth Management LLC	Very Low $220K	$5.3M	24	0%
Featherstone Investment Advisory	Typical $460K	$11M	24	50%
Finch Capital Management LLC	Very High $2.3M	$56M	24	33%
Firmo Investment Consulting Services	Very Low $150K	$3.7M	24	50%
Fiscalis Advisory, Inc.	Very High $1.9M	$47M	24	67%
Frank Finances LLC	Low $310K	$7.4M	24	4%
Future Wallet	Very Low $130K	$3.2M	24	0%
Gadiraju, Raju	Typical $610K	$15M	24	79%
Grinnell Capital, LLC	Low $410K	$9.8M	24	63%
GT Financial, Ltd., L.L.C.	Very High $2.1M	$50M	24	38%
H.I.T. Capital, LLC	Typical $650K	$16M	24	100%
Lange Asset Management, Inc.	Very High $1.4M	$34M	24	33%
Lighthouse Advisory Services, Inc.	Low $400K	$9.6M	24	13%
Manage Your Financial Life	—	—	24	0%
Maura Madden Financial Planning	Very Low $0	$0	24	33%
McWilliams Asset Management Inc.	Very Low $130K	$3M	24	0%
Montgomery Wealth Advisors	Typical $680K	$16M	24	0%
Ortman Finances, LLC	Very Low $19K	$460K	24	8%
Othniel Financial Advisory Services, LLC	—	—	24	0%
Personal Financial Advice & Insights, LLC	—	—	24	0%
Portsea Investments, Inc.	Very High $3.8M	$92M	24	88%
Rockhill Advisors LLC	Very High $7.1M	$170M	24	100%
Rock Steady Wealth, Inc.	Low $230K	$5.4M	24	0%
Subnani Investment Research, LLC	High $850K	$20M	24	0%
University Financial Strategies, LLC.	Typical $630K	$15M	24	25%
Victory Wealth Management, LLC	High $1.2M	$28M	24	42%
Wealth Transitions	Low $260K	$6.2M	24	25%
Woodward Investment Management, LLC	High $980K	$23M	24	100%
Zia Investment Advisors	High $990K	$24M	24	0%
1N Capital, LLC	Very High $5.4M	$140M	25	100%
Arcon Wealth Management	Very High $1.3M	$33M	25	40%
BW Financial Planning	High $1.2M	$31M	25	40%
Chalk Creek Partners, LLC	Typical $720K	$18M	25	44%
Challenge Everything Financial LLC	Very Low $120K	$3.1M	25	0%
Creole Wealth Solutions, LLC	High $900K	$23M	25	68%
DRS Financial Partners LLC	Low $300K	$7.5M	25	0%
Harmony Wealth Advisors, LLC	Typical $510K	$13M	25	52%
Hathaway Capital Management, LLC	Very High $1.4M	$35M	25	36%
Hodos Wealth Group, LLC	High $1.1M	$28M	25	36%
Integra Wealth Advisors	—	—	25	0%
Jones Capital Advisors, LLC	High $810K	$20M	25	0%
LDL Capital Management, LLC	Very High $1.8M	$45M	25	100%
Lime Rock Investment Management Company, Inc.	Low $360K	$8.9M	25	0%
Mahogany Financial Strategies LLC	Very Low $19K	$490K	25	12%
Manent Capital	Very High $3.3M	$82M	25	16%
Margin	Very High $2.6M	$66M	25	68%
Merlin Asset Management	Very High $2M	$50M	25	88%
MNM Vested, LLC	—	—	25	0%
Nabers Wealth LLC	High $840K	$21M	25	20%
Nelson Financial Services	Low $230K	$5.8M	25	0%
NEO Investment Counsel, LLC	Very High $2.9M	$71M	25	60%
Ninety West Global Wealth	Low $260K	$6.6M	25	0%
Oceanus Capital Partners, LLC	Very High $2.9M	$73M	25	72%
Polaris Capital Management LLC	Low $400K	$10M	25	68%
Profolio Investments, Inc.	Typical $720K	$18M	25	0%
Proprietor Wealth Management Inc.	Very High $3.4M	$84M	25	68%
Provisor Asset Management LLC	Very Low $130K	$3.2M	25	0%
Rook Financial LLC	Low $230K	$5.8M	25	0%
Sample Financial Solutions, LLC	High $1.1M	$28M	25	20%
Stone Ridge Advisors	Very High $1.4M	$35M	25	44%
Supporting Your Choices Inc.	Very High $1.6M	$40M	25	60%
Texwealth	Very High $2.2M	$56M	25	24%
Wood Wealth Management LLC	Low $340K	$8.5M	25	8%
Zimmer Financial Planning	—	—	25	100%
Aegis Investment Management, LLC	Typical $550K	$14M	26	23%
Aleph Investments, LLC	Typical $610K	$16M	26	0%
AlphaOmega Wealth Management, LLC	High $780K	$20M	26	23%
Annova LLC	Typical $560K	$15M	26	46%
Ardent Investors, LLC	Typical $740K	$19M	26	27%
Artifex Advisory Group, Inc.	Low $350K	$9.1M	26	23%
Austin 180 Advisory Group LLC	High $1.1M	$28M	26	77%
Baron Financial Advisors, LLC	—	—	26	0%
Cairn Financial Advisors, LLC	Typical $680K	$18M	26	46%
Cambridge Wealth Management, LLC	High $1.2M	$32M	26	58%
Campos Financial	Very Low $190K	$4.9M	26	0%
Clark Private Wealth, LLC	Low $330K	$8.5M	26	31%
ClearPeak Capital Management	Very Low $110K	$2.7M	26	58%
Connolly Wealth Management	—	—	26	0%
Dogwood Investment Advisors	Very High $1.5M	$39M	26	31%
First Principles Investment Management LLC	Low $270K	$6.9M	26	38%
Focused Compounding Capital Management, LLC	Very Low $190K	$4.9M	26	100%
Focused Up Financial, LLC	Typical $480K	$13M	26	0%
Gugle Wealth Advisory	Very High $2M	$51M	26	58%
Holt Wealth Management LLC	Low $240K	$6.2M	26	4%
Holy City Prosperity, LLC	High $1M	$27M	26	27%
Jasi Financial, Inc.	Very Low $200K	$5.1M	26	0%
JSSR Capital LLC	Very Low $130K	$3.3M	26	0%
Kelly Klingaman Financial Planning LLC	Typical $610K	$16M	26	0%
Legacy Harbor	Low $310K	$8M	26	15%
Mcgehee Wealth Advisory Group, Inc.	Very High $1.7M	$44M	26	42%
Mouly Financial Management, Inc.	High $980K	$25M	26	31%
Nurture Investment Strategies LLC	Very High $1.8M	$47M	26	69%
Palomar Advisors Inc.	Very High $1.8M	$46M	26	50%
Performance Investment Group	Very High $2.1M	$55M	26	100%
Pingora Partners LLC	Very High $6.8M	$180M	26	85%
Refresh Investments	Very High $2.4M	$62M	26	73%
Silver Lake Advisors, LLC	Very High $1.8M	$47M	26	54%
Stag Rock LLC	Typical $550K	$14M	26	23%
Stillforest Wealth Management	High $770K	$20M	26	23%
Strategic Investments & Insurance	Typical $450K	$12M	26	23%
Sweeney Asset Management, LLC	High $1.1M	$29M	26	77%
The Buffalo Financial Group LLC	Typical $650K	$17M	26	23%
Trew Advisors, LLC	High $1.1M	$29M	26	15%
Twelve Two Capital LLC	Low $250K	$6.4M	26	0%
Wipple Creek, LLC	High $1.1M	$27M	26	31%
Zelus Wealth Management	Very Low $77K	$2M	26	0%
Zestiny Wealth	High $810K	$21M	26	19%
Asset Lift Wealth Management, LLC	Low $300K	$8.1M	27	19%
Blackbox Capital Management LLC	Typical $500K	$14M	27	0%
Bowman Retirement Planning	High $950K	$26M	27	33%
Dean Financial Advisory, LLC	Very High $1.4M	$37M	27	48%
De Rosa Asset Management, LLC	Very High $1.9M	$50M	27	67%
Dividend Growth Strategies, Inc.	Very High $2.9M	$80M	27	100%
Drystone LLC	Very High $5.6M	$150M	27	100%
Duval Investment Group	Very High $4.1M	$110M	27	100%
Duvall Wealth Management LLC	Very Low $46K	$1.3M	27	0%
Empowering Finance, LLC	Very High $1.4M	$37M	27	26%
Enloe Financial Advisory LLC	Very High $1.5M	$40M	27	44%
Executive Services, LLC	High $1.1M	$30M	27	19%
Fintegrity	Very High $2.4M	$65M	27	81%
Golden Guidance LLC	Typical $720K	$19M	27	63%
Gray Wealth Strategies LLC	Very High $3.4M	$91M	27	81%
Lakeview Investment Advisors, LLC	Very High $2M	$54M	27	7%
Lariat Wealth Management	Very High $1.4M	$38M	27	48%
LifeWater Wealth Management	High $1.1M	$30M	27	52%
Mark Bell Advisory Services, Inc.	Very High $5.1M	$140M	27	100%
Medora Value Equity, LLC	Typical $600K	$16M	27	63%
Miles Wealth Management, L.L.C.	Low $320K	$8.6M	27	11%
MoneyGrow.com®	Typical $480K	$13M	27	11%
Money Pilot Financial Advisor LLC	Very Low $38K	$1M	27	22%
Motiwala Capital	Low $290K	$7.7M	27	0%
Norris Wealth Management, LLC	Low $250K	$6.7M	27	19%
Palmetto Wealth Management, LLC	High $1.2M	$32M	27	33%
Rhonda L Russell	Very Low $0	$0	27	0%
Semper Wealth Management LLC	Low $400K	$11M	27	41%
Silverbrook Investment Advisors, Inc.	Very Low $100K	$2.8M	27	0%
South Texas Capital Advisors, LLC	Very High $6.2M	$170M	27	100%
Stonehurst Management, LLC	High $830K	$22M	27	67%
The Wealthy Parent	—	—	27	0%
Three Main Points LLC	Typical $530K	$14M	27	48%
Turtair Capital Advisors	Very High $3.4M	$92M	27	81%
Upspring Capital LLC	Very High $3.1M	$85M	27	81%
WealthDevs	High $850K	$23M	27	30%
West Loop Financial LLC	Very High $1.7M	$45M	27	67%
360 Aviation Advisors, LLC	Low $340K	$9.6M	28	46%
Artisan Financial Planning	High $1M	$28M	28	32%
Best Financial Life	Very High $1.3M	$36M	28	64%
Clear Net Worth, L.L.C.	High $750K	$21M	28	61%
Copiam Wealth Management, LLC	High $750K	$21M	28	36%
Coplanning Financial LLC	Low $300K	$8.5M	28	36%
Crimson Investment Managers, LLC	Typical $610K	$17M	28	0%
Curious Crow Financial Planning	—	—	28	0%
Evergreen Investing, LLC	High $1.1M	$31M	28	39%
Granite State Capital Management, LLC	Low $310K	$8.8M	28	46%
Inaltis Capital Management, LLC	Typical $530K	$15M	28	18%
Intrust Advisors, Inc.	Low $410K	$11M	28	25%
KGL Financial Advisors, LLC	High $1.1M	$30M	28	18%
Kuleana Capital Management LLC	Very High $2.9M	$81M	28	71%
Ladewig Investment Management, LLC	Very High $1.7M	$47M	28	54%
LFS RIA, LLC	Typical $470K	$13M	28	36%
Ocean Avenue Wealth Management	Very High $3.1M	$86M	28	100%
Physician Advising LLC	Low $350K	$9.9M	28	0%
Prana Wealth Management LLC	High $970K	$27M	28	39%
Quest Investment Portfolio Management, Limited	High $750K	$21M	28	93%
Reliable Alliance Financial	—	—	28	64%
Sansoterra Group LLC	High $1M	$29M	28	100%
Sound Investment Management, LLC	Very High $1.7M	$47M	28	36%
Think818, LLC	Very Low $180K	$5.1M	28	21%
Two Trails Financial Planning	Very High $1.5M	$41M	28	93%
Wide Eye Capital	Low $390K	$11M	28	36%
Wilson Investment Services	Typical $510K	$14M	28	25%
Worthscape, LLC	Very High $3.2M	$88M	28	75%
Adams Wealth Management	Typical $470K	$14M	29	0%
Beta Management Consulting	High $1M	$29M	29	0%
Brighter Investing, PB LLC	Very High $1.3M	$37M	29	62%
Brooke Forest Capital LLC	High $900K	$26M	29	31%
Carey S. Roebuck Financial Services, LLC	Very Low $180K	$5.2M	29	86%
Cedar Valley Capital LLC	High $940K	$27M	29	79%
Cornet Capital LLC	Very Low $0	$0	29	14%
Empowerment Financial Advisors LLC	Low $320K	$9.3M	29	24%
First Move Financial, LLC	Low $390K	$11M	29	0%
Forma Financial Planning	Very High $1.6M	$47M	29	34%
Future Wealth LLC	Very High $2.6M	$76M	29	79%
Kirchner Financial Group	Typical $550K	$16M	29	3%
Nasche Asset Management LLC	Typical $710K	$21M	29	0%
One Day Wealth Management	High $970K	$28M	29	41%
Open Door Financial Advisors	Typical $530K	$15M	29	34%
Rapport Financial, LLC	Very High $1.6M	$46M	29	55%
Rock One Advisors, LLC	Very Low $130K	$3.8M	29	3%
Stamford Bridge Wealth Management LLC	Typical $670K	$19M	29	45%
Stroud Investment Consulting	Very High $1.9M	$55M	29	45%
Western Reserve Wealth Management LLC	Very High $1.4M	$40M	29	38%
Westrate Capital Management, Inc.	High $820K	$24M	29	28%
Whitley Financial, LLC	Very Low $200K	$5.9M	29	0%
Wiseowl Capital, LLC	Very High $1.4M	$41M	29	52%
Wolff Financial	Low $400K	$12M	29	14%
ACI Wealth Advisors	Very High $1.4M	$42M	30	50%
Allegory Advisory	High $1.2M	$35M	30	40%
Alphaglider LLC	Very High $1.6M	$48M	30	60%
Animus Wealth Management, LLC.	Low $330K	$9.8M	30	33%
Arbus Capital Management, LLC	Very High $3.1M	$94M	30	63%
Ashbay Capital, LLC	Very High $4.3M	$130M	30	87%
Barton Creek Investment Advisors	Low $330K	$10M	30	0%
Birch Street Financial Advisors	Very High $2.1M	$64M	30	80%
Carrington Financial Planning, LLC	Typical $650K	$20M	30	47%
Cascade Wealth LLC	High $1M	$31M	30	50%
Collaborative Advice	—	—	30	0%
Colville Wealth Advisory, LLC	High $840K	$25M	30	57%
Cornerstone Investment Advisors Group, LLC	Very Low $190K	$5.7M	30	0%
EN+ Wealth	Very Low $190K	$5.6M	30	27%
Harrison Financial Planning	High $1.1M	$32M	30	40%
Hunter Investment Services LLC	Typical $590K	$18M	30	57%
Jaguar Investment Services, Ltd	Very High $1.3M	$40M	30	33%
Leder Fiduciary Capital LLC	Very High $3.9M	$120M	30	67%
Link Financial Corporation	Low $360K	$11M	30	7%
Michael Garber Financial Planning	—	—	30	0%
No Coast Financial Group	Low $360K	$11M	30	0%
Personal Wealth Planning, LLC	Typical $470K	$14M	30	23%
Private Financial Management LLC	Very High $4.9M	$150M	30	100%
R5 Capital Management	Typical $500K	$15M	30	43%
Retirement Portfolio Partners	Very High $1.5M	$44M	30	87%
Rhodo Wealth Management LLC	Low $410K	$12M	30	10%
Rule72 Financial	Low $280K	$8.5M	30	43%
Scamardo Financial LLC	Low $320K	$9.5M	30	0%
Silver Oak Leaf Financial Services L.L.C.	Low $290K	$8.6M	30	10%
Stone Lake Wealth Management, LLC	Very High $2.1M	$64M	30	100%
SVA Capital Management LLC	Very Low $210K	$6.2M	30	33%
Tate Capital Group	High $1.1M	$33M	30	43%
The Real Wealth Coterie	Low $280K	$8.3M	30	0%
Tresses Capital Management, LLC	Very High $1.8M	$53M	30	100%
True North Financial Services, LLC	High $870K	$26M	30	7%
Two Pillars Asset Management	Very Low $150K	$4.6M	30	10%
Versai Wealth Management LLC	Typical $630K	$19M	30	17%
Vibrant Wealth	High $840K	$25M	30	17%
Well Advised, LLC	Very Low $200K	$6M	30	0%
Wiggin Financial Services	Low $320K	$9.5M	30	23%
Zuma Wealth LLC	Very High $1.9M	$57M	30	63%
About Time Financial Planning	Typical $660K	$20M	31	23%
Active Lifestyle Financial Planning	Very Low $0	$0	31	32%
ADB Capital Management, LLC	High $1.1M	$34M	31	29%
Aquinas Advisors, LLC	High $860K	$27M	31	55%
Blue Point Investment Management	Very High $2.3M	$70M	31	77%
Catalyst Wealth Advisors LLC	Very High $5.1M	$160M	31	58%
Celtic Capital Corporation	Very Low $220K	$6.7M	31	0%
Connor Capital Management, LLC	Very High $1.5M	$47M	31	71%
Double Seven Wealth Group, LLC	Low $300K	$9.3M	31	19%
Honeygo Financial	Very Low $200K	$6.1M	31	3%
J Bradin Financial LLC	Low $320K	$10M	31	0%
Kidd Vision Capital LLC	Typical $670K	$21M	31	42%
Lowry Financial Services	High $820K	$25M	31	32%
Marian Financial Services, Inc.	Low $380K	$12M	31	0%
Monument Investments Inc.	Very High $1.4M	$43M	31	0%
MTR Advisory Services, Inc.	High $1.1M	$33M	31	81%
Nomad Capital Group, LLC	Typical $650K	$20M	31	90%
Pihl Financial Planning	High $750K	$23M	31	39%
Porter Investments	Typical $490K	$15M	31	55%
Primas Financial Planning	Very Low $0	$0	31	3%
Sabana Capital Management, LLC	Typical $630K	$20M	31	42%
SF Value Capital, LLC	Typical $560K	$17M	31	0%

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