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 %
EmeraldSpark Investments	Low $310K	$16M	52	13%
Halo Capital Management, LLC	High $890K	$46M	52	75%
Halyard Financial, LLC	Typical $630K	$33M	52	19%
Imagine Financial Security LLC	High $1.1M	$56M	52	52%
Joseph Wright Investments	Very Low $79K	$4.1M	52	6%
Karagosian Financial Services, Inc	Typical $510K	$27M	52	23%
Millenia Financial Partners, LLC	Very High $2.4M	$130M	52	63%
Naworski Investments	High $870K	$45M	52	27%
New Amsterdam Wealth Planning	High $1.3M	$66M	52	54%
SurePath Wealth Management, LLC	Low $270K	$14M	52	25%
Vaulkshire Investment Advisors	Low $380K	$20M	52	21%
VIVCAP LLC	Typical $520K	$27M	52	54%
Yield Financial Advisors	Low $380K	$20M	52	15%
21 St Century Equity Advisors Corporation	High $950K	$50M	53	49%
Ascent Fintech LLC	Very Low $91K	$4.8M	53	0%
Aspired Wealth	Very Low $94K	$5M	53	2%
Entrust Parable Capital, LLC	Typical $600K	$32M	53	28%
Epiphany Wealth Management	Typical $570K	$30M	53	19%
Geddi Capital LLC	Very Low $58K	$3.1M	53	0%
Helios Wealth Advisors, LLC	Very High $1.7M	$89M	53	40%
Katz-Moses Financial LLC	Typical $480K	$25M	53	17%
Lander & Associates Inc	Very High $3.6M	$190M	53	72%
Long River Investment Management LLC	Very High $1.5M	$81M	53	79%
Oak Capital Advisors	Very High $3.2M	$170M	53	47%
Palm Valley Wealth Management LLC	Typical $490K	$26M	53	13%
Park 64 Capital, LLC	Low $410K	$21M	53	0%
Sagepointe Advisors LLC	High $1.2M	$64M	53	77%
Staib Financial Planning, LLC	Very High $2.2M	$120M	53	83%
Suttle Crossland Wealth Advisors, LLC	Very High $1.9M	$100M	53	57%
Voorman Investment Counsel LLC	Low $420K	$22M	53	13%
Xenith Capital	Typical $550K	$29M	53	38%
Asset Management Corporation	Very High $2M	$110M	54	0%
Bigham Wealth Advisory LLC	Very Low $210K	$11M	54	4%
Devil Mountain Investment Management	High $790K	$43M	54	33%
EZ Financial Group Inc.	Very Low $140K	$7.7M	54	0%
Face 2 Face Financial Planning, LLC	Typical $550K	$30M	54	2%
Forthright Finances LLC	Typical $530K	$29M	54	0%
Million Pebbles	Very Low $140K	$7.7M	54	4%
Optimal Wealth Advisors, LLC	Low $250K	$14M	54	15%
Probitas Financial	Very High $1.3M	$73M	54	35%
Runnymede Capital Advisors, Inc.	Very High $3.1M	$160M	54	30%
Tooth & Coin Wealth	Low $410K	$22M	54	33%
ADS Wealth Management LLC	Low $280K	$15M	55	0%
Aetolia Capital LLC	High $810K	$45M	55	76%
AJD Wealth	Typical $440K	$24M	55	15%
Alpha Private Wealth Advisors LLC	Low $360K	$20M	55	91%
Beyond Balanced Financial Planning, LLC	Low $380K	$21M	55	16%
Bona Fide Wealth	Very High $2.6M	$140M	55	73%
Cambridge Advisors, LLC	Typical $740K	$41M	55	42%
Dreamwork Financial Group	Low $240K	$13M	55	22%
D&S Wealth Management Group	High $910K	$50M	55	27%
Flow Financial Planning, L.L.C.	Very High $1.7M	$92M	55	40%
GA Bishop and Associates, LLC	Very Low $0	$0	55	64%
Indfin LLC	Very High $2.3M	$130M	55	67%
Longview Advisors, LLC	—	—	55	78%
Monroe Wealth Management LLC	Very High $1.3M	$72M	55	78%
Planning for Progress	Typical $480K	$26M	55	22%
Prolific Solutions	Very High $1.6M	$86M	55	75%
Slate Peak Financial Services, LLC	Low $430K	$24M	55	65%
SM Scherr Financial LLC	Very High $1.9M	$110M	55	75%
Spring Delta Asset Management, LLC	Low $270K	$15M	55	25%
Stranberg Capital LLC	Very High $1.7M	$95M	55	44%
Valentine Investments, LLC	Typical $560K	$31M	55	36%
Wealth Logic, LLC	Very Low $0	$0	55	100%
Well Spent Wealth Planning	Typical $740K	$40M	55	22%
21:5 Advisors, LLC	Typical $650K	$36M	56	64%
Adair Financial Private Client Group	Very High $1.4M	$79M	56	43%
Assurance Wealth Management	Typical $670K	$37M	56	34%
Bon Investments, LLC	Very High $1.3M	$75M	56	55%
Davis Financial Management, Inc.	Very High $1.7M	$93M	56	91%
Delgado Private Wealth Management LLC	Typical $700K	$39M	56	27%
Hudson Oak Wealth Advisory LLC	Very High $2.4M	$130M	56	52%
Method Finance, LLC	High $980K	$55M	56	36%
Perkins Wealth Advantage	Very High $1.8M	$100M	56	55%
Piedmont Private Wealth, LLC	Very High $1.9M	$110M	56	9%
San Gabriel Capital	Low $400K	$23M	56	21%
Tortoise Wealth Management	Very Low $200K	$11M	56	13%
True Horizon Wealth Advisors, LLC	High $930K	$52M	56	36%
Wealth Engineering, LLC	Very High $3.1M	$170M	56	64%
Baughman Financial Group	Very High $1.3M	$76M	57	42%
Capable Wealth, LLC	Low $370K	$21M	57	14%
CRB Strategic Services LLC	High $1M	$59M	57	47%
Easan Katir Wealth Management	Very Low $160K	$9M	57	28%
Linx Equities, LLC	High $760K	$43M	57	47%
Old Oak Advisors, LLC	Low $410K	$24M	57	0%
Personal Financial Partners	Low $370K	$21M	57	9%
Prominent Financial Planning LLC	Typical $730K	$42M	57	25%
QED Wealth Solutions	Low $380K	$21M	57	9%
RK Asset Management	High $1.2M	$66M	57	56%
Sarsi, LLC	High $810K	$46M	57	51%
APPS Wealth Management, Inc.	—	—	58	0%
Asset Solutions	Very Low $210K	$12M	58	14%
AtlanticMidwest Investment Research, LLC	Typical $490K	$28M	58	0%
Birch Point Wealth Management LLC	Typical $710K	$41M	58	40%
ComposedPro, Inc.	High $760K	$44M	58	57%
Deramus Wealth Management, LLC	Typical $560K	$32M	58	29%
Flattery Wealth Management LLC	Low $300K	$17M	58	5%
Luskin Financial Planning	Very Low $0	$0	58	100%
Monarch Asset Management LLC	Very High $1.3M	$75M	58	17%
Moore Investment Partners, LLC	Very High $1.3M	$75M	58	41%
Percy E. Bolton Associates, Inc.	Typical $570K	$33M	58	0%
Prairie Ridge Asset Management, LLC	High $1.1M	$63M	58	28%
Registered Investment Advisors, LLC	Typical $680K	$40M	58	81%
Retirement Strategies	Very Low $120K	$6.8M	58	0%
Terrion Advisors, Inc.	Typical $510K	$29M	58	22%
Viewpoint Advisory, LLC	Very High $1.8M	$100M	58	64%
Stewardship Wealth Advisors	High $800K	$93M	117	29%
Askeladden Capital	High $780K	$46M	59	92%
Bergland Wealth Management, Inc.	Very High $1.5M	$87M	59	36%
Blackhawk Wealth Advisors	High $1.1M	$62M	59	63%
Charis Legacy Partners	Very High $2.2M	$130M	59	63%
CIO Wealth Management, Inc.	High $1.1M	$66M	59	61%
CWOS for Hire	High $760K	$45M	59	25%
Deliberate Finances	Low $280K	$16M	59	24%
Epic Financial, LLC	High $740K	$44M	59	25%
Financial Planning Associates, Inc.	Typical $510K	$30M	59	34%
Financial Planning Associates, LLC	High $1.3M	$74M	59	56%
Gantt Financial Advisors, LLC	Low $390K	$23M	59	12%
Goggans Group Inc	Low $270K	$16M	59	12%
Helm Financial Planning LLC	Very High $1.5M	$88M	59	56%
Joshi Capital Management, LLC	Low $250K	$15M	59	22%
Lucid Wealth Planning LLC	Very High $1.7M	$98M	59	51%
Masani Wealth Management, LLC	High $860K	$51M	59	42%
Myra Wealth	High $1.1M	$65M	59	54%
North Scottsdale Wealth Advisors, LLC	High $1.1M	$63M	59	42%
Sound Planning and Investments, LLC	Very High $1.7M	$99M	59	47%
Agora Investments	Very Low $170K	$10M	60	0%
A-Team Advisors	High $1.2M	$71M	60	58%
Atlantic Retirement & Wealth Advisors LLC	High $750K	$45M	60	32%
Avenue Retirement Services	Typical $460K	$27M	60	8%
Avenues Wealth, LLC	Very High $1.3M	$77M	60	42%
Black Creek Wealth Management, LLC	Typical $560K	$34M	60	28%
BluePrint Private Wealth Management LLC	Very High $1.6M	$95M	60	67%
Bucher Wealth Advisors	Very High $2.4M	$150M	60	75%
Chris Reddick Financial Planning	Very Low $0	$0	60	25%
Collins Wealth Management	Very Low $60K	$3.6M	60	0%
Confiance, Financial & Investment Advisors	Typical $510K	$31M	60	0%
Convergence Wealth Partners LLC	Low $290K	$17M	60	7%
Cove Financial Planning, LLC	Very High $1.6M	$99M	60	42%
Encover Personal Finance	—	—	60	0%
Greystone Investment Advisors, Inc.	Low $390K	$24M	60	20%
Heintz Wealth Management, LLC	Very High $1.3M	$78M	60	35%
Intuitive Wealth Management, LLC	High $750K	$45M	60	32%
John Line, CPA, Inc.	High $1.1M	$64M	60	100%
JSB Capital Management, LLC	Very Low $170K	$10M	60	12%
Julius Wealth Advisors, LLC	High $840K	$50M	60	37%
Kronos Wealth Management	Typical $450K	$27M	60	10%
Opportunity Investment Group, LLC	High $1M	$62M	60	28%
Orser Investment Advisors, Inc.	Typical $670K	$40M	60	28%
St. Michaels Asset Management	Very Low $63K	$3.8M	60	0%
VOLKMAN Wealth Management, LLC	High $1.2M	$73M	60	40%
Wesling Financial Planning Services Corp.	High $950K	$57M	60	0%
Women's Worth Advisors	Low $430K	$26M	60	0%
Ascension Wealth Advisors, LLC	Low $420K	$25M	61	13%
Attainable Wealth LLC	—	—	61	0%
BFG Wealth Management LLC	Typical $610K	$37M	61	13%
CST Financial Advisory LLC	Low $400K	$25M	61	33%
Greenville Capital	Typical $660K	$40M	61	62%
Harris & Associates	Typical $610K	$37M	61	11%
Level Up Financial Planning, LLC	Very Low $120K	$7.3M	61	16%
Liberty Advisers Inc.	Low $330K	$20M	61	13%
L.J. Brey, Inc.	Very High $1.9M	$120M	61	61%
Matterhorn Financial Planning	—	—	61	64%
NextGen Wealth	High $1M	$62M	61	52%
One XVI Wealth	High $860K	$52M	61	41%
RJG Financial	High $990K	$61M	61	52%
Rowley Financial LLC	High $880K	$54M	61	30%
Seren Wealth Advisors, LLC	Typical $700K	$43M	61	44%
The Western Wealth Group, Inc.	Very High $1.8M	$110M	61	69%
Vomund Investment Management, LLC	High $1M	$63M	61	46%
Delphi Advisers	Typical $530K	$33M	62	47%
Fiduciary Wealth Management, LLC.	Very Low $89K	$5.5M	62	0%
Financial Edge	High $820K	$51M	62	16%
Highball Advisors	High $1.2M	$72M	62	0%
NXT:GEN Financial Planning	Low $400K	$25M	62	8%
Palmetto Coast Advisors, Inc.	Typical $710K	$44M	62	35%
Ridgeback Financial LLC	Typical $470K	$29M	62	16%
Sage Path Solutions	High $1.2M	$76M	62	31%
SJ Capital Management LLC	Very High $1.5M	$95M	62	56%
Springsteel Investment Advisors, LLC	High $920K	$57M	62	42%
ALG Financial	Low $340K	$22M	63	10%
Ball Investments Corporation	Very Low $63K	$4M	63	0%
Elemental Capital Partners LLC	Very High $3.1M	$190M	63	76%
Empower Financial	Very Low $0	$0	63	24%
Exhale Wealth	High $980K	$62M	63	32%
FireHorse Strategic Investing, LLC	High $870K	$55M	63	56%
Manley Capital Management, LLC	Typical $610K	$39M	63	24%
MKN Wealth Management LLC	Typical $540K	$34M	63	92%
Oakmont Financial Services, L.L.C.	Typical $600K	$38M	60	0%
Orchard Financial	Low $350K	$22M	63	30%
Triumph Private Wealth	Low $360K	$22M	63	27%
46 North Financial	High $910K	$58M	64	27%
Association Financial Services, LLC	Very Low $63K	$4M	64	0%
Avinci Wealth Management, Inc.	Very Low $160K	$10M	64	8%
Belle River Capital Management LLC	Typical $710K	$46M	64	0%
Chanakya Business Ventures LLC	Very Low $170K	$11M	64	48%
CKHFinancial LLC	Very Low $42K	$2.7M	64	0%
Eagle Grove Advisors LLC	Typical $720K	$46M	64	19%
Fairview Financial LLC	High $830K	$53M	64	63%
Forthright Family Wealth Advisory LLC	Very High $3M	$190M	64	70%
Fulbright Financial Consulting, PA	High $1.1M	$70M	64	42%
JHM Asset Management, LLC	Low $390K	$25M	64	0%
Katam Hill LLC	Typical $640K	$41M	64	50%
Pioneer Financial Advisors	Typical $490K	$31M	64	0%
Sparrow Wealth Management	Very High $2.1M	$140M	64	81%
Taylors Financial	Low $350K	$23M	64	6%
True Square Financial LLC	Very High $2.7M	$180M	64	91%
W.A. Griffin Financial Services Inc.	Low $230K	$15M	64	17%
Wilson Investment Advisory Services, LLC	High $900K	$58M	64	50%
Amplio Wealth Management, Inc.	Typical $480K	$31M	65	0%
AP Investment Management	Typical $650K	$42M	65	42%
Braintrust Capital, LLC	Very High $1.5M	$95M	65	63%
Crespo Capital LLC	Low $410K	$27M	65	8%
Drazga Wealth Advisors, LLC	High $1M	$65M	65	38%
Finlayson Financial Planning, Inc.	Very Low $170K	$11M	65	15%
Fire Wealth Management, LLC	High $750K	$49M	65	29%
Globe & Anchor Wealth Management & Financial Planning, LLC	High $870K	$57M	65	34%
Gross Domestic Product, Inc	Very High $2M	$130M	65	60%
Mcn Investment Management Co.	Very High $1.4M	$90M	65	23%
Narrow Path Financial Inc.	High $950K	$62M	65	40%
National Christian Financial Advisors, Inc.	Very Low $130K	$8.3M	65	0%
Saranap Wealth Advisors	High $1.2M	$78M	65	26%
Seaport Financial Planning, LLC	High $850K	$55M	65	69%
Truvestor Wealth Management	High $1.1M	$74M	65	55%
VBL Advisors LLC	High $1.3M	$82M	65	100%
Achieve Retirement & Wealth Management, LLC	High $1.1M	$76M	66	70%
APEX Wealth Management	Typical $720K	$48M	66	41%
Ascend Wealth Advisors, LLC	Typical $620K	$41M	66	47%
Cumbie Advisory Services, Inc	—	—	66	0%
Delaware Financial Planning, LLC	—	—	66	82%
Fairway Asset Management, Inc.	High $810K	$54M	66	33%
Fiduciary Wealth	Low $230K	$15M	66	0%
Kay Investments, Inc.	High $920K	$61M	66	30%
KJ Capital Management LLC	Very High $1.6M	$110M	66	68%
R. Seeger Wealth Management, Ltd	High $1.1M	$72M	66	45%
Step by Step Financial, LLC	High $860K	$57M	66	24%
Unger Financial	Low $250K	$17M	66	23%
US 1st Wealth Management	Very Low $0	$0	66	2%
Zurich Awes Financial Management, LLC	Low $400K	$26M	66	17%
ATI Wealth Partners, LLC	Typical $440K	$30M	67	22%
Burge Financial	Very Low $220K	$15M	67	10%
Financial Cornerstones, LLC	High $1.2M	$81M	67	43%
Fortitude Wealth Management L.L.C.	High $740K	$50M	67	22%
Girdwood Capital LLC	Typical $660K	$44M	67	39%
Glean Financial, Inc.	Very Low $200K	$13M	67	19%
Guardian Capital Group LLC	Very Low $200K	$13M	67	3%
Lance Parker Wealth Management	Low $440K	$29M	67	15%
Mac Adams Wealth Advisors, LLC	Typical $670K	$45M	67	30%
One Wealth Planning LLC	Typical $600K	$40M	67	25%
On the Trail Financial Planning, LLC	High $1.3M	$84M	67	55%
PCK Investments	Typical $480K	$32M	67	0%
Rollingwave Capital	Low $310K	$21M	67	40%
SCS Asset Management, Inc.	Typical $450K	$30M	67	12%
Selah Wealth Advisors	Very Low $140K	$9.6M	67	0%
Steven Ayers & Company	Very High $1.3M	$88M	67	42%
The Raffin Group LLC	Low $400K	$27M	67	33%
Waller Financial Coaching	Very High $1.3M	$90M	67	85%
ACE Wealth Partners, LLC	High $1.1M	$76M	68	47%
Bogue Asset Management LLC	Very High $1.4M	$93M	68	44%
Focal Point Financial Group	Very Low $220K	$15M	68	24%
Goal Line Wealth Management, Inc.	High $1M	$71M	68	69%
Heartwood Financial Services	High $1.2M	$83M	68	38%
Integrity First Planners, Inc.	Typical $740K	$50M	59	26%
Madrona Wealth Management LLC	High $1M	$71M	68	32%
Meridian Wealth Management, Inc	Very High $1.5M	$99M	68	72%
Mount Financial Freedom	High $960K	$65M	68	37%
Objective Wealth, LLC	High $1.1M	$77M	68	29%
Sunsage Capital Management	Low $230K	$16M	68	21%
Sweetgum Laboratories LLC	Very Low $200K	$14M	68	12%
The Hatlestad Group	Typical $700K	$48M	68	22%
Traction Wealth Management, LLC	Low $230K	$16M	68	9%
369 Financial LLC	Very Low $190K	$13M	69	0%
Behlke Financial	Low $420K	$29M	69	0%
EDM Capital, LLC	High $840K	$58M	69	28%
Heights Investment Partners, LLC	Very High $1.3M	$88M	69	75%
Kedrec LLC	Typical $490K	$34M	69	13%
Krishna Wealth Planning	Typical $540K	$37M	69	64%
Lockerman Financial Group, Inc.	Very High $1.6M	$110M	69	51%
New Wave Financial Services	Very High $1.8M	$120M	69	72%
Reatherford Wealth Management LLC	Low $230K	$16M	69	9%
Reh Wealth Advisors LLC	Very High $1.6M	$110M	69	57%
St Bernard Asset Management, Inc.	Low $400K	$27M	69	4%
Stonecreek Private Wealth, LLC	Very High $2.8M	$190M	69	90%
Trove Investment Advisors LLC	Very Low $56	$3.8K	69	0%
Aries Financial Navigators, Inc.	High $1.2M	$81M	70	30%
Cates FP, Cates Tax Advisory	Typical $690K	$48M	70	30%
Checkpoint Financial Planning	Very Low $0	$0	70	29%
Drost Financial	Typical $610K	$43M	70	19%
Financial Professionals Incorporated	Low $290K	$20M	70	16%
Financial Serenity, LLC	Very Low $140K	$9.5M	70	0%
Heritage Wealth	High $790K	$55M	70	21%
Horizons Financial Planning	High $1M	$71M	70	6%
Insight Advisors NW, LLC	Typical $550K	$39M	70	30%
Light Capital Management LLC	High $1.2M	$82M	70	59%
Lockwood Wealth Strategies, LLC	High $1.2M	$81M	70	43%
Logbook Financial Planning, LLC	High $1.2M	$84M	70	81%
Owens Investment Advisors LLC	Very Low $220K	$16M	70	11%
Prevail Financial Partners, LLC	High $910K	$64M	70	39%
Richardson Financial, Inc.	Low $290K	$20M	70	1%
Sound Investments Inc.	Low $260K	$19M	70	0%
Strubel Investment Management, LLC	Typical $740K	$52M	70	16%
Triflame Capital	Low $390K	$27M	70	17%
Venture Forth Financial	Very High $1.5M	$110M	70	41%
Arkell Asset Management, LLC	High $1.1M	$75M	71	39%
Domask Wealth Management, LLC	Very High $1.5M	$110M	71	42%
Faithful Steward Wealth Management, Inc.	Very Low $140K	$9.6M	71	1%
Financial Planning Partners	High $770K	$54M	71	32%
HCP Wealth Planning, LLC	—	—	71	0%
Jardine Financial Group	High $1.1M	$75M	71	93%
JB Financial Services, Inc.	Typical $520K	$37M	71	15%
Long View Financial Services, Inc	High $930K	$66M	71	30%
MarketStrats, LLC	Typical $660K	$47M	71	42%
OWL and ORE Wealth Planning	High $810K	$57M	71	34%
Remote Financial Planner, LLC	High $1.2M	$82M	71	79%
The Stewardship Solution	Very Low $210K	$15M	71	17%
Valuealigned Partners	High $1.1M	$76M	71	30%
Argent Wealth Management, Inc.	Very High $2.4M	$170M	72	78%
Contrary Investment Advisors	Very High $1.3M	$97M	72	47%
Force Acres, LLC	Typical $480K	$35M	72	18%
Fremont Wealth Management, LP	Typical $520K	$37M	72	54%
Great Lakes Retirement Planning LLC	Very Low $92K	$6.7M	72	0%
Johnson Dunn Capital Advisors, Inc.	Very High $1.8M	$130M	72	46%
Legacy Advisory Group, Inc	Typical $670K	$48M	72	33%
MESA Wealth Management	Low $240K	$17M	72	28%
Money Holistics	Low $380K	$27M	72	11%
MULTUS Asset Management	Very Low $130K	$9.2M	72	3%
RMR Capital Management LLC	Very High $2.4M	$170M	72	63%
Valoir Wealth LLC	High $1M	$75M	72	43%
WGS Management Services, Inc	Typical $570K	$41M	72	13%
Zenith Financial Planning Inc	Typical $590K	$42M	72	38%
Afrasiab Wealth Solutions, LLC	Low $270K	$19M	73	0%
Arrowhead Asset Management	Typical $620K	$45M	73	0%
ATX Portfolio Advisors, LLC	Very High $1.3M	$94M	73	67%
Charleston Wealth Advisors	High $1.1M	$78M	73	51%
DES Financial Group, LLC	Typical $470K	$34M	73	45%
Harper Asset Management, LLC	Typical $630K	$46M	73	19%
Intuitivo LLC	Very Low $73K	$5.4M	73	8%
Mrd, Inc.	Very High $2.5M	$180M	73	58%
Oakwater Financial	Very Low $210K	$15M	73	11%
Solaris Private Wealth Management	Typical $630K	$46M	73	33%
Tao Financial	Very Low $190K	$14M	73	14%
Ultra Advisory Group	Very High $1.9M	$140M	73	48%
Broadview Wealth Management, LLC	Very High $1.8M	$140M	74	43%
Corlett Financial, Inc.	Low $420K	$31M	74	12%
DRW Financial	High $830K	$62M	74	28%
Elite Wealth Management	High $1.1M	$80M	74	39%
Global Wealth Advisors LLC	Very High $1.4M	$100M	74	51%
Insignia Wealth Advisory	Low $310K	$23M	74	18%
JPS Global Investments, LLC	High $880K	$65M	74	23%
McCurdy Financial Solutions	Low $360K	$27M	74	26%
Overlook Park Wealth, LLC	Very Low $110K	$7.9M	74	0%
Sapphire Wealth Consulting, Inc.	Typical $650K	$48M	74	32%
Studdard Financial, LLC	Low $370K	$28M	74	9%
Tringle Jr., John R.	Very Low $180K	$14M	74	8%
Wax Asset Management LLC	Very High $2.4M	$180M	74	78%
Whitestone Wealth Advisors, LLC	Low $250K	$19M	74	1%
Block Wealth Management, Inc	Very High $1.5M	$110M	75	63%
Bolgiano Capital Management	Typical $460K	$35M	75	11%
CDS James Investments, LLC	Typical $650K	$49M	75	24%
Conklin Shure Financial	—	—	75	0%
Graf Financial, L.L.C.	High $1.1M	$80M	75	27%
Investments By Design, Inc	Typical $610K	$46M	75	12%
Musleh Wealth Management LLC	Typical $540K	$41M	75	23%
NGP Financial Planning, LLC	Very High $1.7M	$120M	75	40%
NTACT Retirement Solutions	Low $390K	$29M	75	13%
Sagamore Wealth Management, LLC	Low $310K	$24M	75	0%
True Fiduciary Capital, LLC	Very High $1.3M	$99M	75	100%
William B. Larson, CPA, LLC	Very Low $0	$0	75	7%
Your Financial Advocate, LLC	High $1M	$77M	75	37%
Apprise Wealth Management LLC	Very High $1.4M	$110M	76	66%
Carmichael Creel Investments	Very High $1.6M	$120M	76	49%
FlexHedz Group LLC	Very Low $190K	$14M	76	74%
Genereux Investment Management, Inc.	Very High $1.7M	$130M	76	71%
Granada Wealth Management, LLC	Very High $2.3M	$170M	76	61%
I-Squared Wealth Management, Inc.	High $830K	$63M	76	59%
McWhorter Capital Investments	Typical $520K	$39M	76	32%
RFG Capital Management, LLC	—	—	76	0%
Southern Magnolia Investment Management LLC	Very Low $200K	$15M	76	1%
Ten Talents Asset Management	Typical $460K	$35M	76	18%
Winten Investment Partners, LLC	Low $230K	$17M	76	3%
Zion Financial Planning, LLC	Very Low $110K	$8.7M	76	13%
Dependent Financial Planning	Typical $540K	$42M	77	22%
Eagleson Arndt Financial Advisors	Typical $680K	$100M	154	24%
Julien Planning, LLC	Typical $480K	$37M	77	9%
J.W. Advisors Inc.	High $1.2M	$96M	77	22%
JY Capital Management	Typical $500K	$38M	77	0%
Linden Wealth Management LLC	High $1.1M	$88M	77	48%
Newmyer Wealth Management	Typical $660K	$51M	77	48%
Rutherford Asset Planning, Inc.	Very High $2.4M	$180M	77	53%
Sample Financial Advisers, LLC	Low $270K	$21M	77	3%
Spurr Financial Planning, Inc.	Very High $1.4M	$110M	77	4%
Turtle Creek Wealthcare	Very Low $6.9K	$530K	77	31%
3 Rd Street Capital Management L.L.C.	Typical $720K	$56M	78	28%
Drew Wealth Management	High $1.2M	$90M	78	49%
Indy Wealth Solutions, LLC	Very Low $76K	$5.9M	78	0%
Irish Capital LLC	Very Low $100K	$8.1M	78	10%
Lynn H. Orr Capital Management Group, Inc.	High $1.2M	$93M	78	29%
Meridian Wealth Advisors, LLC	Very High $2M	$150M	78	62%
Momentum Private Wealth Management	High $920K	$72M	78	36%
Southwestern Advisory Group LLC	Typical $500K	$39M	78	38%
Vision Tech Financial Advisors	Low $360K	$28M	78	12%
WTO Advisors, LLC	High $1M	$79M	78	18%
Balanced Wealth Management	—	—	79	0%
Bluechip Financial Planning, Inc.	Typical $480K	$38M	79	0%
Delphi Wealth Partners	Typical $650K	$51M	79	41%
Plentiful Wealth, LLC	Typical $560K	$44M	79	18%
Wolfstich Capital, LLC	Very High $2M	$150M	79	70%
Cabildo Capital LLC	High $830K	$66M	80	74%
EmboldenFP	—	—	80	0%
Hilpan Moxie Wealth Management, LLC	High $1.2M	$96M	80	41%
INAEYA Wealth Management LLC	Low $380K	$30M	80	0%
Lakeland Wealth Management LLC	Low $440K	$35M	80	39%
LTS Financial Group	Very Low $200K	$16M	80	0%
Prakash Investment Advisors LLC	Very High $1.9M	$150M	80	76%
Smart Choice Financial Planning, Inc.	High $1.2M	$96M	80	0%
Total Wealth Solutions	Very High $1.8M	$140M	80	75%
Wealth Architects, LLC	—	—	80	0%
Conway Partners	Very High $1.8M	$140M	81	86%
Durham Wealth Management, LLC	Low $340K	$28M	81	6%
Providence Asset Management LLC	High $1.2M	$98M	81	54%
AECH Financial	Low $290K	$24M	82	6%
Arete Advisors	Typical $520K	$43M	82	37%
Boreal Advisors LLC	Typical $700K	$57M	82	18%
Brink Financial Group, Inc.	Low $260K	$21M	82	5%
Cypress Wealth Advisors, LLC	High $960K	$78M	82	100%
Double Eagle Wealth Management LLC	High $900K	$74M	82	76%
Financial Pathway LLC	Very Low $180K	$15M	82	9%
Focus Planning Group	Typical $510K	$42M	82	9%
Investor's Advantage	High $1.2M	$95M	82	30%
Marc C Helfrich Registered Investment Advisor	Low $410K	$34M	82	11%
Wealthmark Advisory Group, LLC	High $1M	$85M	82	39%
364 Investing, LLC	Very Low $26K	$2.2M	83	1%
Educated Solutions	Typical $610K	$51M	83	4%
Evans Wealth Management	High $1.2M	$100M	83	57%
Fiducia Wealth Management	Low $300K	$25M	83	14%
Melotte Financial Advisors	High $1.2M	$98M	83	60%
P38 Enterprises, Inc.	High $1.2M	$96M	83	30%
Phibbs Financial	Low $320K	$27M	83	2%
The Hourly Advisor LLC	—	—	83	0%
Zetlmaier Wealth Management LLC	Typical $530K	$44M	83	27%
Christman Financial Advisors LLC	Low $430K	$36M	84	19%
Fox Financial Services, Inc.	Very High $1.3M	$110M	84	37%
Kairos Capital Management, LLC	High $1.3M	$110M	84	43%
Klocke Capital Group, LLC	High $940K	$79M	84	19%
Majestic Oak Financial, LLC	Typical $610K	$51M	84	10%
N Financial Plans	Typical $550K	$46M	84	18%
Pulse Wealth	Typical $600K	$50M	84	17%
Vision Financial Services LLC	Low $410K	$34M	84	15%
Williams Financial Planning, Inc.	Low $350K	$30M	84	6%
Alpha Strategies Corporation	Typical $630K	$54M	85	18%

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