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 %
Sterling Financial Planning	—	—	31	0%
TheMoneyMD.com, LLC	Low $410K	$13M	31	10%
Trinvest Advisors, LLC	Low $410K	$13M	31	23%
Vantage Wealth Management LLC	Very High $1.7M	$54M	31	77%
147th Group LLC	High $860K	$28M	32	75%
7 Saturdays Financial	Very High $1.4M	$45M	32	41%
Adventure Wealth Advisors	High $880K	$28M	32	0%
Antone Asset Management, Inc	Typical $550K	$17M	32	44%
Arque Advisors, LLC	Very Low $170K	$5.6M	32	88%
DCG Wealth Management	Very Low $190K	$5.9M	32	0%
Echelon Private Wealth LLC	Typical $590K	$19M	32	0%
Edgemont Investment Management, LLC	Very High $1.7M	$55M	32	63%
EFS Asset Management LLC	Very High $2.2M	$70M	32	100%
Financial Prosperity, Inc.	Very High $1.4M	$45M	32	81%
Geder Investment Management, Inc.	High $840K	$27M	32	66%
Impact Wealth Group	Low $400K	$13M	32	0%
Iron Link Capital LLC	Typical $480K	$15M	32	19%
Janian Investment Advisers, LLC	High $840K	$27M	32	63%
Mitchell Group Delaware LLC	Very Low $170K	$5.6M	32	6%
Momentum Financial Planning LLC	Very Low $0	$0	32	0%
New Heights Planning	Very High $2.3M	$73M	32	72%
Packard Wealth Strategies LLC	Low $400K	$13M	32	0%
Prudent Wealthcare	Very Low $0	$0	32	72%
PYN Wealth Management LLC	Very Low $150K	$4.7M	32	3%
Sage Wealth Consulting, LLC	Low $370K	$12M	32	47%
School of Personal Finance	High $900K	$29M	32	28%
SharpEdge Financial	Very Low $180K	$5.7M	32	0%
Side-By-Side Financial Planning, LLC	—	—	32	0%
Sloan Advisory Group, Inc.	Very High $2M	$64M	32	66%
Smarter and Wise	High $1.1M	$36M	32	25%
Stonebrook Investment, LLC	High $1.2M	$38M	32	53%
Tailwind Wealth Management, LLC	High $1.2M	$38M	32	34%
Towne Investments LLC	Typical $560K	$18M	32	19%
Verdura Wealth Management, LLC	Low $320K	$10M	32	9%
Wakil Wealth Advisory LLC	Very Low $120K	$3.9M	32	0%
Walker Capital Partners, LLC	Very Low $29K	$940K	32	0%
Zone Investment Management, LLC	Typical $680K	$22M	32	19%
Chevelon Capital Management LLC	Very High $1.6M	$53M	33	70%
Dittrich Financial Group LLC	Low $300K	$9.8M	33	0%
DocsFP	Typical $440K	$15M	33	30%
Edgar Investment Management, LLC	Low $390K	$13M	33	36%
Fg Wealth Management	Low $430K	$14M	33	30%
Hedgefield Wealth Management	High $960K	$32M	33	42%
Investment Trends Capital Group LLC	High $850K	$28M	33	21%
Kerwin Asset Management, LLC	Very High $1.3M	$43M	33	3%
LBT Wealth Management, LLC	Low $370K	$12M	33	9%
Miller Premier Investment Planning LLC	Typical $690K	$23M	33	64%
Momentum FinTech LLC	Very Low $220K	$7.2M	33	58%
Mullaney Financial & Tax, Inc.	Very Low $0	$0	33	76%
Onesta Wealth Management, LLC	Typical $540K	$18M	33	6%
PLW Financial	Low $390K	$13M	33	0%
Powder Ridge Capital LP	Low $320K	$10M	33	30%
Rook Strategies Wealth Management, PLLC	Very Low $150K	$5M	33	0%
Sammons Wealth	Very High $1.9M	$63M	33	79%
Stonehenge Private Client Group, LLC	High $1M	$34M	33	39%
Ten Talents Financial Planning LLC	Very High $1.5M	$51M	33	61%
Torre Financial	Typical $700K	$23M	33	27%
Valiant Financial Planning, LLC	Typical $670K	$22M	33	27%
WealthBound Advisors	Very Low $83K	$2.7M	33	9%
Alconbury Trust L.L.C	Very Low $0	$0	34	32%
Black Diamond Advisory Partners	Typical $700K	$24M	34	24%
Complete View Financial LLC	Very High $1.6M	$54M	34	68%
DrivenWealth, LLC	High $800K	$27M	34	100%
Dunes Financial	Very High $1.6M	$56M	34	62%
Encore Investment Advisors, LLC	High $1.2M	$41M	34	68%
Everlong Financial	Very High $2M	$69M	34	68%
Francis Capital Management, Inc.	High $960K	$33M	34	50%
Junkin & Company, Inc.	Very Low $0	$0	34	0%
Kaylin Dillon Financial Planning	Low $430K	$15M	34	24%
Murphy Investment Advisors, Inc.	Very High $2.7M	$92M	34	100%
Post Oak Investment Management, Inc	Typical $620K	$21M	34	65%
Queenvest	Low $310K	$11M	34	0%
Seagrass Financial, LLC	Very High $2.5M	$86M	34	76%
Sequoia Private Wealth Management, LLC	Very High $1.4M	$47M	34	38%
SOF Spectrum Capital Management, LLC	Very Low $190K	$6.3M	34	100%
Sorensen Financial Management	Typical $520K	$18M	34	18%
Stage Ready Financial Planning	High $850K	$29M	34	41%
Taylor Strategic Wealth Management, LLC	Typical $470K	$16M	34	38%
The Ujano Advisory Group LLC	Very High $3.4M	$120M	34	62%
Tomassi Financial Planning, LLC	Typical $680K	$23M	34	0%
VM Jones Financial Consulting, L.L.C.	Very High $1.3M	$45M	34	32%
Warden Wealth Management, LLC	High $770K	$26M	34	71%
Whisper Wealth Builders	Low $280K	$9.7M	34	21%
WorthWise Financial Partners	Typical $680K	$23M	34	53%
Alliance Wealth Management, LLC	Low $300K	$11M	35	29%
AVA Wealth Management LLC	Very High $1.8M	$65M	35	89%
Brilliant Financial Strategies LLC	Low $310K	$11M	35	66%
Campbell Wealth Advisors, LLC	—	—	35	0%
Coleman Advisory, LLC	Typical $680K	$24M	35	0%
Design Asset Management, LLC	Typical $580K	$20M	35	46%
Doncaster Wealth LLC	Low $310K	$11M	35	54%
Flight Capital Management, LLC	High $1.2M	$42M	35	71%
Freedom Day Wealth Management LLC	Very Low $160K	$5.5M	35	9%
Henington Group RIA LLC	Very High $1.6M	$57M	35	57%
Integrity Private Wealth Advisors, LLC	Very High $1.5M	$53M	35	23%
Kraft Financial, LLC	High $1M	$36M	35	66%
LEEP Asset Management, LLC	Typical $460K	$16M	35	37%
Marathon Wealth Partners, Inc	Very High $4M	$140M	35	71%
Megan Rouse Financial Planning	Very High $1.3M	$46M	35	77%
NextGen Wealth Counselors Limited Liability Company	Very High $3M	$100M	35	83%
NN Investment Advisory, LLC	Very Low $200K	$7M	35	46%
Optometry Wealth Advisors LLC	Low $230K	$7.9M	35	14%
Orderly Finance	Very High $2.7M	$93M	35	80%
Pettus & Dawkins Financial Group, LLC	Low $330K	$12M	35	0%
Pocket Project	Very Low $200K	$6.8M	35	0%
Pomegranate Financial LLC	Low $240K	$8.2M	35	6%
Reiber Wealth	Typical $600K	$21M	35	40%
Santa Monica Wealth Management, LLC	Typical $620K	$22M	35	23%
Simply Steward	High $1M	$35M	35	51%
Spindletop Commonwealth Advisors LLC	High $860K	$30M	35	63%
StrongHaven Capital LLC	Typical $540K	$19M	35	71%
Svane Capital, LLC	High $810K	$28M	35	54%
TDT Financial Inc	Very High $1.3M	$45M	35	54%
Tomas A. Blanno and Company, LLC	High $820K	$29M	35	46%
Tubreauxs Wealth & Legacy Solutions	Low $360K	$13M	35	0%
Aquila Wealth Advisors	Typical $570K	$21M	36	81%
Benzina Wealth, LLC	Typical $550K	$20M	36	44%
Candor Asset Advisors, LLC	Low $440K	$16M	36	56%
Carter Capital Management	Very High $2M	$73M	36	78%
Clark Financial Planning Services LLC	—	—	36	0%
DBA Fee Only Financial Planning, Inc.	Very High $2.2M	$80M	36	3%
Fair Oaks Financial LLC	Typical $700K	$25M	36	17%
Fit Advisors LLC	Very High $1.8M	$64M	36	56%
Forthright Financial Services	Very Low $110K	$3.9M	36	0%
Four Seasons Investment Management, Inc.	High $740K	$27M	36	19%
Good Life Wealth Management LLC	Typical $550K	$20M	36	75%
Huron Investment Management, Inc.	Typical $660K	$24M	36	47%
JM Tax & Financial LLC	Very Low $120K	$4.5M	36	6%
Liberty Wealth Management, LLC	High $1.2M	$43M	36	50%
Meraki Advisors LLC	High $760K	$27M	36	58%
Starkey & Associates, Inc.	Typical $690K	$25M	36	100%
Stonebridge Asset Management LLC	Typical $630K	$23M	36	25%
T.H. Rapko & Company, LLC	High $940K	$34M	36	44%
Treeline Financial Planning	Typical $490K	$18M	36	47%
Wealthy Doctor Institute LLC	Low $250K	$9.1M	36	25%
46 and 2 Investment Advisors, LLC	Very High $1.4M	$52M	37	54%
BradyCo Financial	Very High $4.8M	$180M	37	65%
Eversight Wealth LLC	Very High $2.8M	$100M	37	81%
Forward Thinking Wealth Management	High $1.2M	$46M	37	73%
Gargas Investments LLC	Low $240K	$8.8M	37	3%
Guide Wealth Management	High $1.1M	$42M	37	43%
Guzman Wealth Management	Typical $570K	$21M	37	30%
Harmony Wealth	Very Low $200K	$7.3M	37	5%
Hillebrand Financial Planning LLC	Very High $1.6M	$59M	37	68%
Imhaus Investment Advisors	Typical $650K	$24M	37	38%
Journey Capital Advisers, LLC	Low $420K	$15M	37	11%
Kiely Capital Management, Inc.	Very High $1.6M	$58M	37	32%
Optimum Retirement Planning LLC	Very High $2.3M	$85M	37	86%
Raymon Capital Advisors, LLC	Typical $530K	$20M	37	30%
Schneider Wealth Management	Very High $4M	$150M	37	86%
The Planners Professional Services, Inc.	Very Low $0	$0	37	35%
Trinity Asset Management, Inc.	Very High $1.5M	$55M	37	46%
Vested Financial Planning, LLC	Very High $4.2M	$160M	37	100%
Wealthsights Investment Management, LLC	High $780K	$29M	37	19%
Blackwater Financial	High $1.2M	$47M	38	61%
Bold Vision Financial	—	—	38	0%
Carson Capital	Low $420K	$16M	38	18%
CIC Investment Consultants, LLC	High $890K	$34M	38	29%
Clarity Financial Design	Very High $1.3M	$51M	38	39%
Clarity Financial Planners	Very High $3.4M	$130M	38	68%
Fort Eagle Wealth Management	Very Low $200K	$7.5M	38	3%
Golden Spread Wealth, LLC	Low $440K	$17M	38	68%
Grand Arbor Advisors	Very Low $220K	$8.2M	38	8%
Greater Works Wealth	Low $250K	$9.6M	38	0%
Long Planning, LLC	Typical $480K	$18M	38	13%
MAR Financial	Typical $580K	$22M	38	16%
Randall Financial LLC	Low $360K	$14M	38	11%
Wealth Management Consultants, LLC	Very High $1.9M	$73M	38	71%
Wesley Owen Bales Investment Advisory Service	High $830K	$32M	38	26%
Apis Wealth, LLC	High $1.2M	$48M	39	46%
Calidris Financial, LLC	High $1M	$40M	39	54%
Capital Achievements, LLC	Very High $3.8M	$150M	39	82%
Capital Asset Management Group, Inc.	Typical $690K	$27M	39	26%
Drach Advisors LLC	Typical $520K	$20M	39	28%
Flightpath Financial Planning	Low $280K	$11M	39	15%
Gessner Wealth Strategies LLC	Very High $1.5M	$60M	39	54%
Gordon Oak Financial, LLC	Very Low $0	$0	39	3%
Hankinson Wealth Advisors LLC	Very High $1.4M	$54M	39	51%
III Financial, LLC	High $1.1M	$43M	39	3%
ILS Financial, LLC	Low $290K	$11M	39	82%
KCR Wealth Management, LLC	Very High $2.4M	$95M	39	77%
Mark L. Westerman, CPA	Very High $1.4M	$54M	39	77%
Mazuelos & Company Wealth Management	High $1M	$39M	39	21%
Next Generation Wealth Planning, LLC	High $1.3M	$50M	39	54%
Nidhi Capital, LLC	Low $250K	$9.6M	39	0%
Rivetti Investment Services, LLC	Very Low $160K	$6.4M	39	0%
South Texas Advisors for Retirees, LLC	Low $400K	$15M	39	87%
SpringTru, LLC	Typical $740K	$29M	39	44%
Trek Wealth Planning	Typical $610K	$24M	39	21%
Windward Partners, L.L.C.	High $760K	$30M	39	23%
Beacon Bay Asset Management LLC	High $820K	$33M	40	0%
BlueReef Capital	Very Low $120K	$4.8M	40	5%
Bossert Capital LLC	Low $380K	$15M	40	65%
Boz & Company LLC	Low $380K	$15M	40	13%
Buoyant Financial	Typical $700K	$28M	40	0%
Clanton Financial Partners, LLC	Typical $670K	$27M	40	30%
DJP Wealth Management, LLC	Very High $2.3M	$91M	40	63%
Earls Financial	Typical $600K	$24M	40	23%
Forward Financial Advisors, LLC	Typical $570K	$23M	40	18%
GDS Investments, LLC	Typical $490K	$20M	40	43%
Gerdes Energy Research LLC	—	—	40	0%
Global Financial Advisor I, LP	Typical $590K	$24M	40	30%
Gratus Wealth Strategies LLC	High $1.3M	$50M	40	75%
Hazel Ridge Advisors, LLC	Low $380K	$15M	40	0%
Impact Financial, LLC	Typical $740K	$29M	40	40%
Kindzia Investments	Typical $630K	$25M	40	30%
Long Lake Capital Management, LLC	High $1.1M	$42M	40	58%
Marin Financial LLC	Low $230K	$9M	40	10%
Montebello Avenue	Very High $1.4M	$56M	40	73%
Olson Wealth Management	Low $270K	$11M	40	5%
Pamela Krueger and Company, Inc.	Typical $450K	$18M	40	5%
Penn Wealth Management	Typical $500K	$20M	40	0%
Prometheus Investment Advisors LLC	Typical $540K	$22M	40	23%
StoneBridge Wealth Management, LLC	Very High $3.4M	$130M	40	70%
Swell Financial	Typical $650K	$26M	40	30%
Tucker Wealth Advisory	—	—	40	0%
Upfront Financial Planning, LLC	Low $380K	$15M	40	0%
Wendt Financial Advisors, LLC	Very High $2.2M	$88M	40	68%
Bigby Financial Planning, LLC	Typical $460K	$19M	41	29%
Buff Your Finances	Low $240K	$9.9M	41	5%
Calcagnini Wealth Management, LLC	High $900K	$37M	41	85%
Classic Financial & Investment Services, Inc.	High $1M	$42M	41	29%
Comal Wealth Management	High $800K	$33M	41	49%
Cross Financial Strategies, LLC	Typical $730K	$30M	41	46%
F3 Wealth Management, LLC	Very Low $200K	$8.4M	41	27%
GlacierWealth	High $770K	$32M	41	78%
Hampel Investment Advisors	Very High $2.3M	$94M	41	68%
Lucent Wealth Planning, LLC	Very High $2.4M	$97M	41	71%
LVS Advisory LLC	Typical $540K	$22M	41	0%
Milestone Wealth Strategies	Very Low $200K	$8M	41	7%
Omkara Capital LLC	High $980K	$40M	41	37%
Open World Financial Life Planning	Low $290K	$12M	41	0%
Pulse Financial Planning	Typical $550K	$23M	41	17%
Retirement Roadmap Financial Planning	Very High $1.6M	$65M	41	90%
Rockhouse Capital, LLC	Very Low $150K	$6.3M	41	56%
SCW Wealth Management, LLC	Low $290K	$12M	41	0%
SPIRE Investment Management LLC	Very Low $220K	$9M	41	71%
Strategic Financial	Very High $1.8M	$72M	41	61%
Summitas Investment Management LLC	Very High $3.9M	$160M	41	100%
The Aspen Equity Group	Typical $640K	$26M	41	56%
Truly Unbiased LLC	Very High $3M	$130M	41	80%
Tuggle & Russell, L.L.C.	Low $350K	$14M	41	0%
W.M. Baker Investments LLC	Very Low $110K	$4.5M	41	0%
2nd Story Wealth Planners	Very Low $130K	$5.5M	42	14%
Borges Financial	Very Low $0	$0	42	69%
FESTOG Capital, LLC	Typical $620K	$26M	42	24%
Focused Capital Investment, LLC	Very Low $140K	$6M	42	43%
Fourth Quarter Retirement Strategies, LLC	—	—	42	0%
Future Perfect Planning, LLC	High $1.1M	$44M	42	0%
Gervais Capital Management, LLC	Very High $3.5M	$150M	42	69%
Highstreet Financial, LLC	Low $410K	$17M	42	0%
Imagine Financial Services	Low $310K	$13M	42	0%
KRS Capital Management, LLC	Very High $4.5M	$190M	42	81%
Lamb Retirement Solutions LLC	Very Low $73K	$3.1M	42	0%
Living Room Wealth Management	Very High $1.6M	$66M	42	52%
Oaks Wealth Management	Typical $720K	$30M	42	33%
OBN Wealth Advisors	Low $330K	$14M	42	0%
O'Haver Wealth Management, LLC	Very Low $71K	$3M	42	7%
Parabolic Asset Management LLC	Typical $560K	$24M	42	29%
Planning Within Reach, LLC	Very Low $170K	$7.2M	42	45%
Plumb Financial	Low $250K	$10M	42	0%
Promenade Wealth	Very High $1.9M	$80M	42	48%
Robert Charles Capital Management	Very High $2.5M	$110M	42	67%
Rockbound Wealth Management	Very Low $120K	$5.2M	42	0%
Roth Investment Management, LLC	Low $270K	$11M	42	12%
Scott and Associates of Texas, Inc.	Low $390K	$17M	42	67%
Silverback Financial	Very High $2.1M	$87M	42	52%
Sound Capital	Very Low $160K	$6.9M	42	0%
Vermillion Private Wealth	Low $320K	$14M	42	14%
Wealth with Wisdom Advisors, Inc.	—	—	42	0%
Bluemound Asset Management, LLC	Typical $560K	$24M	43	42%
Create Wealth Financial Planning LLC	Typical $470K	$20M	43	21%
Cypress Praxis, LLC	Very High $2.2M	$94M	43	74%
Elliott Financial, LLC	Typical $530K	$23M	43	0%
Farrecian Investments Inc	Low $270K	$12M	43	2%
Formation Wealth Management	High $960K	$41M	43	53%
Investments Plus LLC	Typical $490K	$21M	43	5%
Ironstream Capital, LLC	Very High $2M	$87M	43	56%
J C Texas Investment Advisors, Ltd.	Very High $2.1M	$92M	43	93%
J.P. Capital Management, Inc.	Very High $3.9M	$170M	43	58%
Lazarow Wealth Management	Low $350K	$15M	43	9%
Murray Investment Management, LLC	Very High $3.6M	$150M	43	65%
O'Brien Capital Management, Inc.	High $940K	$41M	43	35%
R1 Financial Group	Typical $500K	$21M	43	0%
Responsive Financial Group, Inc.	High $1.1M	$46M	43	16%
R & R Financial Services, LLC	Typical $570K	$25M	43	0%
The J R Baker Group	Typical $620K	$27M	43	16%
Valor Financial Planning	Very Low $18K	$780K	43	0%
Balser Wealth Management, LLC	Low $340K	$16M	44	50%
Berson Money Management	Typical $650K	$29M	44	32%
BIAR Legacy, LLC	Very Low $120K	$5.1M	44	0%
Burgeon Capital	Very High $1.7M	$73M	44	68%
Corley Capital LLC	Typical $450K	$20M	44	0%
Directional Asset Management, LLC	Very High $3.1M	$140M	44	82%
Don A. Slabaugh, LLC	High $780K	$34M	44	39%
Fata Financial	High $1.1M	$50M	44	30%
FI-Nancial Planner LLC	Typical $500K	$22M	44	61%
Financial Planning Services	Very High $2.4M	$110M	44	100%
Gateway Wealth Management, LLC	High $850K	$38M	44	27%
H Cubed Financial Solutions	Typical $670K	$29M	44	20%
Infinity Financial Strategies, LLC	High $830K	$36M	44	34%
Kinetix Financial Planning	Low $280K	$12M	44	30%
Kisin Wealth Management LLC	Very Low $120K	$5.1M	44	0%
Madden Creek Advisors	High $1M	$45M	44	100%
Marim Wealth Planning	Typical $710K	$31M	44	18%
Mark Muecke Capital Management, LLC	High $870K	$38M	44	48%
Mission Park Capital, LLC	Very Low $190K	$8.4M	44	14%
Perpetual Wealth Advisors, LLC	Very High $2.1M	$92M	44	75%
Ridgeline Asset Management, LLC	Very High $1.3M	$59M	44	32%
Rittmann Capital Management Co	Very High $3.2M	$140M	44	0%
Rocky Mountain Humane Investing LLC	Low $310K	$14M	44	0%
Speight Asset Management, LLC	Very High $2M	$89M	44	52%
WB Financial Services, LLC	Very Low $0	$0	44	91%
Wheeler Financial Planning LLC	Very Low $210K	$9.4M	44	0%
Blue Rock Capital	Very Low $80K	$3.6M	45	16%
Clear View Wealth Advisors, LLC	Typical $530K	$24M	45	4%
Collins/Moody Financial Services, L.L.C.	High $780K	$35M	45	36%
Dunphy Wealth Management, Inc.	Low $300K	$13M	46	49%
F2 Wealth	Typical $450K	$20M	45	51%
Fiducia Wealth Management	High $800K	$36M	45	11%
Forward Wealth Management, LLC	Very High $2.1M	$94M	45	71%
Four Corners Financial	Very High $2.2M	$99M	45	64%
IQ Trends Private Client Asset Management	Very High $1.4M	$63M	45	36%
Irving Advisory Group, LLC	Low $250K	$11M	45	2%
Krammer Financial	Very High $1.4M	$63M	45	33%
Lampe Financial Group LLC	High $1.2M	$56M	45	47%
Plan For Your Goals, LLC	Very Low $220K	$10M	45	9%
Pottle Financial Services, Inc	Very High $1.4M	$61M	45	36%
Progeny Wealth Management LLC	Low $420K	$19M	45	0%
Randolph & Associates, LLC	Low $250K	$11M	45	11%
Sawyer Capital Management	Very High $2.6M	$120M	45	33%
Scenic Wealth Management, LLC	Very High $1.4M	$61M	45	60%
Servant Capital Advisors	Very High $2.3M	$100M	45	78%
Snowcap Financial	Low $240K	$11M	45	0%
Synergy Wealth Advisors, LLC	Typical $440K	$20M	45	16%
Colsara National Wealth Management LLC	Typical $560K	$26M	46	22%
Corcoran Wealth Management LLC	Very Low $58K	$2.7M	46	0%
Ebersole Financial LLC	Very High $1.7M	$78M	46	70%
Fish Creek Value Management, LLC	Very Low $210K	$9.7M	46	74%
Lodestar Wealth, LLC	Low $270K	$12M	46	24%
Lotusment Advisors, LLC	Very Low $180K	$8.4M	46	0%
Montgomery Wealth Management, LLC	Typical $470K	$22M	46	20%
Priority Investment Management LLC	Very Low $160K	$7.3M	46	0%
PVA Financial, LLC	Very High $2M	$93M	46	67%
Schulz Financial, LLC	High $1M	$46M	46	91%
Shadow Wealth Management, LLC	Low $430K	$20M	46	22%
Blue Tower Asset Management, LLC	High $1.1M	$50M	47	45%
Brae Head, Inc.	Very High $1.8M	$83M	47	47%
Buswell Associates, Inc.	Typical $720K	$34M	47	0%
Cedarline Capital	Typical $460K	$22M	47	15%
Clio Asset Management LLC	Very High $2.7M	$130M	47	100%
Core Capital Management, LLC	High $870K	$41M	47	26%
Fair Asset Management, LLC	Very High $2.5M	$120M	47	66%
Family Retirement LLC	Typical $470K	$22M	47	36%
Foundations Financial Planning, LLC	Typical $640K	$30M	47	17%
Humane Investing, LLC	Typical $470K	$22M	47	45%
Jeff Elliott, CFP®	Typical $480K	$22M	47	36%
Milestone Money	High $1.2M	$56M	47	62%
Polaris Asset Management LLC	High $1.1M	$51M	47	64%
Poplar Global Wealth Management LLC	High $1.2M	$54M	47	36%
Quabbin Advisors	Very High $2.3M	$110M	47	77%
Reflective Financial	—	—	47	0%
Sahni, Inc.	Typical $660K	$31M	47	49%
Summit Advisor Group	High $990K	$46M	47	38%
West Pine 43 LLC	Typical $480K	$23M	47	68%
Avista Wealth Management	Typical $580K	$28M	48	21%
Baskets Capital LLC	Low $290K	$14M	48	0%
Beyond Financial Planning, LLC	High $1M	$50M	48	38%
Blair Hall Advisors, LLC	Very High $2.9M	$140M	48	90%
Crystal Brook Advisors	Low $380K	$18M	48	0%
Eight Ventures Private Wealth Management	High $1.2M	$57M	48	50%
Emory Wealth LLC	Low $250K	$12M	48	13%
ETF Strategies, LLC	Very Low $220K	$11M	48	2%
Forever Financial Advisors, LLC	Very High $1.5M	$72M	48	56%
Haven Financial Advisors	Very High $1.8M	$85M	48	63%
I Am, Inc.	Very Low $0	$0	48	8%
Ladin Financial Group, Inc.	Low $270K	$13M	48	0%
Olson, Cross & Alamo Advisors LLC	Very High $1.6M	$76M	48	73%
PharmD Financial Planning LLC	Typical $730K	$35M	48	44%
Stanhouse Financial Planning and Management, LLC	Typical $690K	$33M	48	46%
Wealth Script Advisors	Very High $1.9M	$91M	48	90%
WealthUnite Advisors, LLC	Very High $1.3M	$63M	48	75%
Anchored Wealth	Very Low $200K	$9.7M	49	29%
BKS Wealth LLC	Low $430K	$21M	49	53%
Earn Into Wealth Strategies	Typical $700K	$35M	49	18%
Focused Mission Financial	Very High $1.3M	$65M	49	43%
Legacy Financial Designs	Typical $630K	$31M	49	14%
Lunsford Financial Planning, Inc.	High $930K	$45M	49	31%
Meritage Wealth Management	High $1M	$50M	49	55%
Michael J.D. McCall, LLC	High $1.2M	$59M	49	39%
Mueller Wealth Advisors	High $780K	$38M	49	88%
Pelican Wealth Management	Low $240K	$12M	49	8%
Raise Financial Advisors LLC	Low $370K	$18M	49	16%
Silvis Financial	High $750K	$37M	49	18%
Sirius Wealth Management Strategies, LLC	Very High $2.2M	$110M	49	90%
Slaton Capital Advisors	Low $400K	$19M	49	29%
Tarascio Financial Planning, LLC	Low $360K	$18M	49	20%
The Wealth Collective, LLC	High $800K	$39M	49	49%
Townsend Financial	High $1M	$50M	49	55%
Trella Wealth	Low $390K	$19M	49	16%
Voyage Wealth Management, LLC	Very High $3.5M	$170M	49	82%
Wise Wealth Management	Very Low $130K	$6.4M	49	0%
Acadia Wealth Advisors	High $820K	$41M	50	0%
Athletes Financial Advisers, LLC	Very High $1.3M	$67M	50	30%
Blueprint Capital Group LLC	Very Low $120K	$6.1M	50	2%
Crimson Oak Wealth Management, LLC	High $780K	$39M	50	28%
Diversified Global Investment Strategies, LLC	Typical $650K	$33M	50	0%
Donahue Financial Group	Very High $1.7M	$85M	50	10%
Edwards Premier Financial	Very Low $30K	$1.5M	50	10%
Fisher Financial Strategies	Very Low $0	$0	50	74%
Frisco Financial Planning	Very High $2.6M	$130M	50	86%
Gallatin & Company, LLC	Very High $1.9M	$97M	50	52%
Global Wealth, LLC	Low $340K	$17M	50	30%
JK PWA LLC	Low $260K	$13M	50	18%
Luke Financial Company, LLC	Very Low $90K	$4.5M	50	0%
Manna Wealth Strategies, LLC	Low $240K	$12M	50	18%
New Spring Financial Planning, LLC	High $1.1M	$56M	50	36%
Old Vine Capital	Very High $3M	$150M	50	60%
Parkmount Financial Partners LLC	High $810K	$40M	50	30%
Patrick Capital Management	Low $280K	$14M	50	0%
Perry Investment Management, LLC	Typical $540K	$27M	50	6%
Pine to Palm Financial, LLC	Very Low $190K	$9.6M	50	0%
PRS Wealth Management	Very High $1.3M	$67M	50	40%
PVB Wealth Management, LLC	Low $360K	$18M	50	58%
Reach Strategic Wealth LLC	Low $430K	$22M	50	16%
Richie Capital Group	Low $230K	$12M	50	100%
SAC Investment Management LLC	Very High $1.3M	$67M	50	50%
Steele Investment Counsel, Ltd.	Very High $1.7M	$83M	50	26%
Sycomore Financial	Low $280K	$14M	50	20%
Vivid Wealth Management LLC	—	—	50	0%
Baker Asset Management, LLC	Typical $650K	$33M	51	27%
Birnam Wood Capital, LLC	Very High $1.4M	$71M	51	100%
Blue Chip Financial Planning, LLC	Typical $680K	$35M	51	18%
Bullock Capital Alliance, Inc.	Very High $1.9M	$98M	51	59%
Chambers Financial Consulting	Typical $550K	$28M	51	16%
Cobalt Private Wealth LLC	Typical $480K	$24M	51	0%
Devotion Capital Management	High $750K	$38M	51	0%
Elite Wealth Partners, LLC	Very Low $190K	$9.6M	51	0%
Gateway Wealth Management, LLC	High $950K	$48M	51	24%
OmniDivitia Wealth Management, Inc.	Low $280K	$14M	51	14%
Poydras Capital Partners	Typical $510K	$26M	51	33%
Saliba Asset Management L.L.C.	High $930K	$47M	51	45%
Sky Vision Wealth, LLC	Typical $690K	$35M	51	24%
Wealth Transitions, LLC	High $900K	$46M	51	47%
Winged Wealth Management and Financial Planning	High $890K	$45M	51	45%
Avance Private Wealth LLC	High $1.1M	$58M	52	46%
Baskin Financial Planning	Typical $560K	$29M	52	15%
Clarity Financial	Typical $550K	$29M	52	37%
CS Ellis	Low $320K	$17M	52	19%
Dhamma Capital	Very High $1.5M	$77M	52	46%

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