AUM per client for Independent firms serving clients in Virginia

Independent firms active in Virginia 375 firms

Very Low $1-$200K

Low $200K-$450K

Typical $450K-$840K

High $840K-$1.5M

Very High $1.5M-$3.5M

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

Median: $640K

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Firm	AUM/client	AUM	Clients	HNW client %
Afflint Advisors, LLC	—	$1.2M	—	—
Ardent Guardian Wealth Advisory, LLC	—	$0	—	—
Arion Wealth Management LLC	—	—	—	—
Aris Alpha LLC	—	$220K	—	—
Ark Financial Strategies LLC	—	—	—	—
Astra Investment Advisers	—	$0	—	—
Auburn Skies Financial Advisors	—	—	—	—
Beacon Freedom Advisory, LLC	—	—	—	—
Beard Financial Planning LLC	—	—	—	—
B.G. Kaserman & Associates L.L.C.	—	$570K	—	—
Bishopsgate Investment Company	—	—	—	—
Bond Financial Planning, LLC	—	—	—	—
Braswell Capital, LLC	—	$0	—	—
Brian Adams Financial Planning LLC	—	—	—	—
Buckman & Company	—	—	—	—
Capitol Landing Wealth	—	—	—	—
Charitable Foundation Services LLC	—	—	—	—
CHC Financial Solutions, LLC	—	—	—	—
Core Fiduciary Advisors	—	—	—	—
Creed Evans Financial Advisory, LLC	—	$1.1M	—	—
D'Agaro Financial Advisory LLC	—	—	—	—
Daniel Capital Management, LLC	—	—	—	—
Decisions, LLC	—	—	—	—
E J Financial Corp.	—	$2.1M	—	—
Elevated Performance Investment Group, LLC	—	$0	—	—
Ensure Capital LLC	—	$780K	—	—
Fatfire Financial	—	—	—	—
Fifth Pointe	—	$0	—	—
FinPowered Female LLC	—	—	—	—
Five Lakes Advisory LLC	—	—	—	—
FortuneNavi Capital Inc.	—	—	—	—
Gilmore Financial Planning	—	—	—	—
Great Blue Wealth LLC	—	—	—	—
Grey Kirwan Financial	—	—	—	—
Grosso Wealth Management LLC	—	$3.8M	—	—
GWA Wealth	—	—	—	—
Harvest - Faith-Based Investing	—	$0	—	—
HYA Financial	—	—	—	—
IDEAUM LLC	—	—	—	—
Intentional-Growth Advisors LLC	—	—	—	—
Investment & Resource Planning	—	$0	—	—
Iron Branch Wealth LLC	—	—	—	—
Jay Blue Capital	—	$2.5M	—	—
KAIROS LLC	—	$730K	—	—
Kenneth Dean Bennett	—	—	—	—
Kommon Wealth, LLC	—	$0	—	—
Kyo Asset Management, LLC	—	—	—	—
Legacy Planning Advisors, LLC	—	$0	—	—
Lucrum Capital Advisors	—	—	—	—
Magpie Consulting LLC	—	$2.9M	—	—
McKinney Financial Planning & Management	—	$0	—	—
Munoz Group	—	$0	—	—
Noteworthy Financial LLC	—	—	—	—
Oyster Creek Capital	—	—	—	—
Peace Within Financial	—	$2.3M	—	—
People First Financial Advisors	—	$0	—	—
Pithom Advisors, Inc.	—	—	—	—
Pivot Capital Management, LLC	—	$570K	—	—
Professional Financial Services, Inc.	—	—	—	—
Purpose Capital LLC	—	—	—	—
Red Torch Capital LLC	—	$0	—	—
Robinson Nelson	—	—	—	—
Stellar Capital Management LLC	—	—	—	—
Tennext LLC	—	$420K	—	—
The Hatton Financial Group, LLC	—	—	—	—
Thompson Financial Advisors	—	—	—	—
Tobi, Inc.	—	$0	—	—
Trainor Consulting	—	$54K	—	—
David B. Brandolph, J.D., CFP	Very High $2M	$2M	1	0%
Financial Solutions, LLC	Very Low $0	$0	1	0%
JYE Wealth Advisors, LLC	Very Low $80K	$80K	1	0%
Present Value Financial Services LLC	—	—	1	0%
Simplified Retirement	Very Low $0	$0	1	0%
Solution Factory, LLC	Low $300K	$300K	1	0%
Taylor Turner Wealth Management LLC	Very Low $100K	$100K	1	0%
31 Moorgate, Inc.	—	—	2	0%
Antrim Investment Research	—	—	2	0%
Brains Investments, LLC	Very Low $1	$2	2	0%
Destiny Money Management	Very Low $0	$0	2	0%
Hussmen Financial	Very High $16M	$32M	2	50%
Raymond L. Gazelle Jr.	—	—	2	100%
The Dienekes Corporation	Typical $600K	$1.2M	2	50%
USA Retirement Income Solutions, LLC	Very High $1.8M	$3.5M	2	0%
Vitality Planning, LLC	Very High $3.5M	$7M	2	0%
B Hive Financial, LLC	Very Low $190K	$570K	3	0%
Mercantile Advisors, LLC	Very Low $42K	$130K	3	0%
Missions Services, LLC	Typical $700K	$2.1M	3	0%
Halieus Investment Advisors	Low $330K	$1.3M	4	0%
Origin Wealth Management LLC	Very Low $190K	$770K	4	0%
Palladium Wealth Management, LLC	Low $400K	$1.6M	4	0%
Rohde Wealth Management	Very Low $180K	$730K	4	0%
Stewart Wealth Management, LLC	Very Low $86K	$340K	4	0%
The Fintel Group LLC	—	—	4	0%
True North Advisory, LLC	Very Low $58K	$230K	4	0%
Churchill Research Inc.	Very Low $0	$0	5	100%
C. O. Overbey, Jr LLC	Very High $1.9M	$9.3M	5	0%
Harrison Capital Management	High $980K	$4.9M	5	0%
MAB Financial Planning	Very Low $0	$0	5	0%
Manektala Investment Advisory Services Inc.	High $1.1M	$5.5M	5	100%
MER Capital Management, LLC	Very Low $170K	$830K	5	60%
Opportunity Cost Investors LLC	Very Low $10K	$50K	5	0%
Rising Tides Financial Planning LLC	Very Low $0	$0	5	0%
Round Oak Capital LLC	Very High $4.8M	$24M	5	100%
Simplify Investments	Very High $1.5M	$7.5M	5	0%
AB Financial Planning and Investments, LLC	—	—	6	0%
Accounting Advisory Services, L.L.C.	Very High $1.5M	$9.1M	6	100%
Carnahan Capital Management, LLC	High $1.3M	$7.5M	6	33%
Dogwood Capital, LLC	High $960K	$5.8M	6	100%
Everman Prosperity	Low $340K	$2M	6	33%
lifelaidout LLC	Very High $4.8M	$29M	6	100%
Titanrex	Very Low $100K	$610K	6	0%
401K and More	Low $330K	$2.3M	7	0%
Civvy Wealth LLC	Typical $510K	$3.6M	7	57%
EEE Financial LLC	Very Low $50K	$350K	7	0%
Evergreen Wealth Services	Very High $4.4M	$30M	7	100%
Family AI! Financial	Very High $1.8M	$13M	7	100%
Wealth Planning, Inc.	High $900K	$6.3M	7	0%
BanyanTree Wealth Management	Very High $2M	$16M	8	0%
BPD Wealth Management LLC	Typical $650K	$5.2M	8	0%
Chatham Wealth Management. LLC	Typical $800K	$6.4M	8	38%
Discovery Wealth Planning LLC	Very High $4.3M	$34M	8	100%
Financial Journey LLC	Typical $560K	$4.5M	8	0%
Formynder Wealth Management, LLC	Very Low $27K	$220K	8	0%
Hook Financial Services, LLC	Very Low $0	$0	8	0%
Jade Financial LLC	Low $360K	$2.9M	8	13%
Mehta Services Company	Very High $1.8M	$15M	8	100%
Ninja Wealth Advisors, LLC	Typical $730K	$5.9M	8	25%
Opulent Wealth	Very High $6.1M	$49M	8	0%
Penny Earned Financial	Very Low $0	$0	8	13%
POV Wealth LLC	Typical $470K	$3.8M	8	0%
Swift Creek Wealth Management	Typical $750K	$6M	8	50%
BGR Advisors	Very High $5M	$45M	9	100%
Flatiron Wealth Advisors, LLC	Low $300K	$2.7M	9	0%
Freedom Capital Management	High $1.5M	$13M	9	89%
GB Investments LLC	Low $240K	$2.2M	9	0%
Haven Financial Partners LLC	High $840K	$7.6M	9	0%
Oakton Financial, LLC	Very High $2.3M	$20M	9	100%
Orchard Wealth & Legacy Management LLC	Low $290K	$2.6M	9	0%
Proforza Advisors LLC	High $1.1M	$9.5M	9	100%
Stepping Stone Advisors, LLC	Very Low $60K	$540K	9	22%
Vincent C. Lucas, C.P.A., P.C.	Low $240K	$2.1M	9	0%
Arsenal 401K Advisors	—	—	10	0%
Aurora Pointe Capital Management, LLC	Very High $7.2M	$72M	10	70%
Black Dog Wealth, LLC	Very Low $0	$0	10	0%
B. Water Investments	Typical $520K	$5.2M	10	0%
CTG Wealth Management LLC	Typical $750K	$7.5M	10	20%
Francis Wealth Solutions, LLC	Low $250K	$2.5M	10	10%
Fredericksburg Financial Planning Services, Inc	—	—	10	0%
G, G, & M Financial Goals	High $1.5M	$15M	10	70%
Layered Financial, LLC	Very Low $0	$0	10	0%
Park Financial Planning Solutions, LLC	Very Low $150K	$1.5M	10	0%
Private Lane Capital, LLC	Very High $14M	$140M	10	50%
Third Millennium Advisors, Inc.	Very High $3.5M	$35M	10	10%
Chimborazo Investment Research	High $1.1M	$12M	11	36%
Kanten Financial Services	Very Low $100K	$1.1M	11	0%
Montgomery Capital Management, LLC	Low $400K	$4.4M	11	36%
Parks Investment Management, LLC	High $1.1M	$12M	11	55%
Plandeavor	Low $250K	$2.8M	11	0%
Wise Financial Counsel, LLC	Very Low $0	$0	11	0%
AAA Advisory LLC	—	—	12	0%
Augusta Capital LLC	Very High $2.8M	$33M	12	67%
Clear Point LLC	Very Low $0	$0	12	83%
Empire Wealth Management, LLC	Low $210K	$2.6M	12	0%
Heronwood Capital LLC	High $1.2M	$14M	12	67%
Kriczky Wealth Management LLC	High $1.2M	$14M	12	33%
NOORVEST LLC	Low $300K	$3.6M	12	17%
Safe Harbor Financial Advisors, LLC	Very Low $0	$0	12	0%
Alpha Capital Wealth Advisors, LLC	High $950K	$12M	13	38%
Dyer Financial Advisory	Very High $1.9M	$24M	13	69%
Lewis-Berkeley Asset Management	Typical $560K	$7.3M	13	0%
Coastal Asset Management LLC	Low $240K	$3.4M	14	0%
Continuum Wealth Strategies, LLC	Very High $1.9M	$26M	14	43%
Bour Group	Very Low $0	$0	15	0%
Clarity Financial Planning	—	—	15	0%
Gizaw Capital Management, LLC	Very Low $64K	$960K	15	13%
Guard Hill Advisors LLC	Very High $5.4M	$81M	15	67%
Ellison Investment Advisors	High $1.5M	$24M	16	25%
Hill Wealth Strategies	—	—	16	0%
Histor Investing, LLC	Very High $1.7M	$27M	16	94%
Houstoun Capital Management, Inc.	Very High $5.3M	$84M	16	50%
MSM Financial, LLC	High $900K	$14M	16	44%
StrategicGlobal Insight, LLC	Low $270K	$4.3M	16	0%
Broadpark Advisors, LLC	Typical $680K	$12M	17	18%
Dominion Financial Consultants, LLC	High $1M	$17M	17	53%
FNJ 3, LLC	Very High $2M	$34M	17	100%
Freedom Financial Planning Solutions, LLC	Very Low $130K	$2.2M	17	6%
Magnolia Lane Capital, LLC	Typical $680K	$12M	17	0%
Legacy Wealth Planning Group	Very High $1.9M	$34M	18	67%
Net Worth Advisory Services	Typical $670K	$12M	18	11%
Stock Plan Advisory Group LLC	High $1.1M	$19M	18	33%
Ares-Bound Capital	Very Low $24K	$460K	19	0%
Foundry Capital Management	High $1.3M	$25M	19	42%
GuidePoint Financial Planning	Very High $1.6M	$29M	19	100%
Noble Hill Planning LLC	Very High $4.5M	$85M	19	100%
Acadia Financial Services, LLC	Low $320K	$6.5M	20	0%
Callidus Capital Partners LLC	Very High $1.7M	$34M	20	0%
DeMesne Investments	Typical $720K	$14M	20	70%
Doench Wealth Management, LLC	Low $200K	$4M	20	0%
Dream Financial Planning	Low $260K	$5.2M	20	0%
Piedmont Capital Asset Management LLC	Very High $2.1M	$43M	20	65%
Q(x) Branch Reserve Investments LLC	High $1.1M	$21M	20	90%
Twenty First Investors	High $850K	$17M	20	20%
Winston Paul Capital Management, Inc.	Typical $750K	$15M	20	15%
DBD Retirement and Financial Services	Very High $6.4M	$130M	21	19%
JG Wealth Management, LLC	Very Low $78K	$1.6M	21	0%
Lodestar Financial Management, LLC	Very High $2.3M	$49M	21	14%
Petra Wealth Management	Low $360K	$7.6M	21	5%
Reye Partners Asset Management LLC	Very High $3.5M	$74M	21	100%
RR Portfolios, LLC	High $1.5M	$31M	21	67%
Samatva Wealth Management LLC	Very Low $39K	$830K	21	0%
Advocate Wealth, LLC	High $1.2M	$25M	22	45%
Mills Value Adviser Inc	Very Low $60K	$1.3M	22	0%
Steeley Advisory, LLC	High $1.1M	$23M	22	36%
YZ Financial Advisors LLC	Low $430K	$9.4M	22	0%
BlueSail Advisors LLC	High $1.3M	$29M	23	0%
CoreTegic Capital, LLC	Typical $700K	$16M	23	65%
J. B. Bryan Financial Group, Inc.	High $980K	$23M	23	0%
Mobjack Investments	Very Low $60K	$1.4M	23	0%
Real Life Planning	Low $410K	$9.4M	23	13%
Reel Financial Planning	Low $210K	$4.8M	23	22%
R.O.S. Asset Management	High $1M	$24M	23	30%
The Knowles Company, LLC	Very High $2.1M	$49M	23	74%
Toner Asset Management Group, Inc.	Very High $2.9M	$66M	23	57%
Investment Initiatives, LLC	Typical $550K	$13M	24	33%
Rock Steady Wealth, Inc.	Low $230K	$5.4M	24	0%
SagePro Wealth Management	Typical $580K	$14M	24	100%
Strategic Wealth Management Solutions, LLC	Low $310K	$7.4M	24	38%
Boss Financial Strategies, LLC	Very Low $180K	$4.6M	25	0%
Clearvue Financial	Very Low $74K	$1.9M	25	0%
Cocozza Financial Planning, LTD.	Very Low $0	$0	25	0%
Grayeli Investment Management	Typical $710K	$18M	25	0%
Mitchell Advisory Inc	Very High $3.8M	$94M	25	100%
Next Play Financial	Typical $670K	$17M	25	48%
Steele Financial Studios	Low $410K	$10M	25	4%
Vision Wealth Planning, LLC	Very High $2.6M	$66M	25	64%
Bayesian Investment Management	Very Low $180K	$4.7M	26	0%
Lionheart Financial Planning, Inc.	Typical $530K	$14M	26	0%
Mcgehee Wealth Advisory Group, Inc.	Very High $1.7M	$44M	26	42%
MoneyByLisa LLC	—	—	26	23%
Stag Rock LLC	Typical $550K	$14M	26	23%
Amauta Financial	Typical $560K	$15M	27	19%
Baviello Investment Management, LLC	Typical $630K	$17M	27	26%
Drystone LLC	Very High $5.6M	$150M	27	100%
H. L. Lichstrahl & Company, LLC	Very High $2.9M	$78M	27	52%
Money Pilot Financial Advisor LLC	Very Low $38K	$1M	27	22%
Neat Financial Planning	Typical $790K	$21M	27	33%
PortfolioArc, L.L.C.	High $1.1M	$30M	27	59%
Roger R. Bell & Co., Inc.	—	—	27	15%
Arete Capital Management	High $900K	$25M	28	0%
Frontier Advisors, LLC	Very High $2.8M	$79M	28	68%
Jaskolka Financial	Typical $520K	$15M	28	18%
Kuleana Capital Management LLC	Very High $2.9M	$81M	28	71%
MarketCycle Wealth Management, LLC	Typical $710K	$20M	28	21%
Reliable Alliance Financial	—	—	28	64%
Retirement Wealth Management, Inc.	High $860K	$24M	28	36%
Capitol Wealth Management, Inc.	Very High $3.6M	$100M	29	100%
Health & Wealth Works LLC	Very Low $47K	$1.4M	29	0%
Ulmer Financial	Very Low $110K	$3.1M	29	0%
Attainment Asset Management LLC	Typical $470K	$14M	30	0%
Birch Street Financial Advisors	Very High $2.1M	$64M	30	80%
Carrington Financial Planning, LLC	Typical $650K	$20M	30	47%
Laird - Altman Holdings LLC	Typical $630K	$19M	30	87%
Mohar Financial Planning	—	—	30	100%
North Financial Advisors	High $1.4M	$42M	30	50%
Rule72 Financial	Low $280K	$8.5M	30	43%
Stone Lake Wealth Management, LLC	Very High $2.1M	$64M	30	100%
SVA Capital Management LLC	Low $210K	$6.2M	30	33%
Tyndale Investments, LLC	Very High $1.5M	$45M	30	17%
Aloft Financial	Low $350K	$11M	31	16%
Blue Point Investment Management	Very High $2.3M	$70M	31	77%
Connor Capital Management, LLC	Very High $1.5M	$47M	31	71%
Hunter Michael Investment Advisors Inc	Very High $2.4M	$75M	31	42%
Ronald R Geiger LLC	High $1M	$31M	31	0%
Different Investments, LLC	Low $430K	$14M	32	56%
Echo Creek Capital, LLC	Typical $690K	$22M	32	6%
Packard Wealth Strategies LLC	Low $400K	$13M	32	0%
Stonebrook Investment, LLC	High $1.2M	$38M	32	53%
Nicolette Financial Advisors LLC	Typical $790K	$26M	33	0%
Thetford Investment Management, Inc.	Very High $1.6M	$53M	33	61%
True Root Financial	High $1.2M	$39M	33	3%
JME Wealth Management	High $1.4M	$48M	34	74%
Pacesetter Planning LLC	Low $280K	$9.5M	34	18%
BanksChannel Advisors, LLC	Low $370K	$13M	35	20%
Cedar Grove Financial Planning, LLC	Very Low $0	$0	35	0%
NorthStar Wealth Management LLC	High $910K	$32M	35	17%
Serene Financial Solutions	Low $220K	$7.8M	35	0%
Vista Financial Services LLC	Typical $570K	$20M	35	31%
Split Creek LLC DBA Split Creek Capital LLC	Very High $3.5M	$130M	36	78%
Capital Fiduciary Advisors	Very High $1.9M	$72M	37	81%
Ficadenti Tandon Asset Management, Inc.	Typical $540K	$20M	37	0%
Hillebrand Financial Planning LLC	Very High $1.6M	$59M	37	68%
Olde Towne Financial Management Co.	Typical $620K	$23M	37	32%
Rathnam Capital, LLC	Very High $2.2M	$81M	37	49%
YGC Wealth	Low $410K	$15M	37	0%
Financial Advisors of Virginia	High $1.5M	$56M	38	42%
Klaren Capital	Low $360K	$14M	38	0%
American Executive Advisors, LLC	Very Low $170K	$6.6M	39	0%
Armstrong Financial, Inc.	High $910K	$35M	39	23%
KCR Wealth Management, LLC	Very High $2.4M	$95M	39	77%
OnPlane Financial Advisors	Very High $1.5M	$60M	39	90%
Canaan Investment Management	Low $260K	$15M	40	43%
DJP Wealth Management, LLC	Very High $2.3M	$91M	40	63%
Dunn Financial Advisors, LLC	Typical $740K	$30M	40	20%
Impact Financial, LLC	Typical $740K	$29M	40	40%
Jadim Wealth Management, LLC	Typical $640K	$26M	40	28%
Buff Your Finances	Low $240K	$9.9M	41	5%
Gateway Financial Group, Inc.	Typical $520K	$21M	41	20%
Genuine Wealth Solutions	Low $340K	$14M	41	22%
ARTAIS Capital Management, LLC	Low $350K	$15M	42	100%
Fountainhead Fiduciary, LLC	Low $290K	$12M	42	52%
Helm Financial Advisors, LLC	Very High $1.7M	$73M	42	52%
Planning Within Reach, LLC	Very Low $170K	$7.2M	42	45%
Nexus Wealth Management, LLC	Very Low $190K	$8M	43	0%
Ataraxia Advisory Services, LLC	High $980K	$43M	44	30%
FI-Nancial Planner LLC	Typical $500K	$22M	44	61%
Monroe Capital Partners, LLC	Very High $2.1M	$94M	44	66%
Templer Wealth Management, LLC	Very High $2.3M	$100M	44	77%
Watson Capital Management, Inc.	Very High $1.9M	$85M	44	80%
Ardent Wealth Advisory, LLC	Typical $540K	$24M	45	18%
Crestone Financial Advisors, LLC	High $1M	$46M	45	27%
Massie Financial Planning Inc.	High $1.5M	$66M	45	76%
Personal Financial Experiences, LLC	High $1.4M	$63M	45	82%
Wallach Planning & Investments	High $840K	$38M	45	20%
Dreyfuss Capital Management LLC	High $990K	$45M	46	24%
Money Plans	Very High $2.3M	$110M	46	76%
Allen Investment Management	Typical $670K	$31M	47	17%
Clio Asset Management LLC	Very High $2.7M	$130M	47	100%
Foundations Financial Planning, LLC	—	—	47	74%
Humane Investing, LLC	Typical $470K	$22M	47	45%
Hygge Advisors, LLC	Typical $500K	$23M	47	9%
Simplicity Wealth Management	Typical $720K	$34M	47	70%
Ultimate Retirement Products, Inc.	High $1M	$49M	47	64%
Beyond Financial Planning, LLC	High $1M	$50M	48	38%
Miller Asset Solutions LLC	High $1.2M	$59M	48	27%
SCN Capital Management	High $1.2M	$58M	48	50%
ACI Group	—	—	49	0%
Dirigo Financial LLC	Typical $840K	$41M	49	31%
Ferguson, Andrews Investment Advisers, Inc	Very High $2M	$100M	49	67%
Silvis Financial	Typical $750K	$37M	49	18%
Acadia Wealth Advisors	Typical $820K	$41M	50	0%
Concord Atlantic, Inc.	Very High $2.9M	$150M	50	80%
Diversified Consumer Planning LLC	Very Low $190K	$9.7M	50	4%
Legacy Financial	Very Low $67K	$3.4M	51	0%
Oakleigh Wealth Services	Very High $1.6M	$82M	51	59%
Winged Wealth Management and Financial Planning	High $890K	$45M	51	45%
AlphaPlus Wealth Management LLC	Low $290K	$15M	52	90%
Halo Capital Management, LLC	High $890K	$46M	52	75%
David N. Hainsworth, C.P.A., P.C.	Very Low $0	$0	53	45%
Lander & Associates Inc	Very High $3.6M	$190M	53	72%
Meringoff Wealth Management Group, LLC	Very High $1.7M	$92M	53	68%
Potomac Wealth Strategies, LLC	High $850K	$45M	53	36%
RCN Wealth Advisors, Inc.	High $1.1M	$61M	53	72%
Stryker Financial	Low $240K	$16M	53	11%
Xenith Capital	Typical $550K	$29M	53	38%
Fischer Wealth Advisors, LLC	Typical $550K	$30M	54	57%
Griffin Financial Services	Low $440K	$24M	54	0%
Personal Financial Planning Inc.	Low $360K	$20M	54	0%
D&S Wealth Management Group	High $910K	$50M	55	27%
Treger & Associates	Very High $1.6M	$88M	55	33%
Arlington Wealth Planning, LLC	Low $250K	$14M	56	18%
Mountain View Wealth Management LLC	High $970K	$54M	56	21%
Cwm Financial Group, Inc.	Very High $1.7M	$95M	57	63%
Personal Financial Partners	Low $370K	$21M	57	9%
Right Tail Capital LLC	Low $410K	$24M	57	75%
Groom Financial Advisory	Very High $1.7M	$98M	58	0%
Monarch Asset Management LLC	High $1.3M	$75M	58	17%
ARM Financial LLC	Typical $810K	$48M	59	86%
Luminate Financial Planning	Typical $590K	$35M	59	42%
Trasatti Wealth Planning, LLC	High $1M	$62M	59	39%
MITCO Asset Management	High $1.5M	$88M	60	85%
Wesling Financial Planning Services Corp.	High $950K	$57M	60	0%
Rowley Financial LLC	High $880K	$54M	61	30%
Highball Advisors	High $1.2M	$72M	62	0%
OnPoint Financial Management LLC	Very Low $8.2K	$510K	62	0%
Legacy Global Management, L.L.C.	Low $270K	$17M	63	0%
EAN Equity Financial Services LLC	Very High $2.3M	$140M	64	59%
The Financial T	Very Low $16K	$1M	64	0%
KO Financial	Low $240K	$16M	65	0%
Red Clover Wealth Management, LLC	Typical $460K	$30M	65	38%
Truvestor Wealth Management	High $1.1M	$74M	65	55%
Kay Investments, Inc.	High $920K	$61M	66	30%
Laser Wealth Management, LLC	—	—	67	0%
DeafInvest	Very Low $200K	$13M	68	0%
Fuller Wealth Advisors	High $1.2M	$84M	68	43%
Logbook Financial Planning, LLC	High $1.2M	$84M	70	81%
Remote Financial Planner, LLC	High $1.2M	$82M	71	79%
Contrary Investment Advisors	High $1.3M	$97M	72	47%
OG Advisory Group, LLC	Very Low $190K	$14M	72	18%
Tomlin Financial Advisors, Inc.	High $1.1M	$79M	73	40%
Blue Rock Financial Services, Inc.	Typical $720K	$53M	74	31%
Peters Financial LLC	Very Low $96K	$7.1M	74	0%
Commonwealth Asset Management Group LLC	Low $240K	$18M	75	9%
Apprise Wealth Management LLC	High $1.4M	$110M	76	66%
Kingdom Wealth Advisers	Low $340K	$26M	76	9%
McKay Wealth Management Group LLC	Typical $690K	$53M	77	48%
Upward Financial Planning	Low $220K	$17M	77	0%
Cabildo Capital LLC	Typical $830K	$66M	80	74%
Couric Financial	Typical $590K	$47M	80	16%
Roda Investment Management, LLC	Low $310K	$25M	80	38%
U.S. Advisors, Inc.	High $860K	$70M	81	33%
Financial Pathway LLC	Very Low $180K	$15M	82	9%
Financial Solutions	Typical $730K	$62M	84	30%
Alpha Strategies Corporation	Typical $630K	$54M	85	18%
Ballardsville Investment Advisors	Low $290K	$25M	85	12%
Sterling Advisory Group LLC	Low $350K	$30M	85	11%
BlueList Partners, LLC	Very High $1.6M	$130M	86	87%
Prosperity Wealth Management	Typical $670K	$57M	86	6%
Cultivate Financial Planning	High $960K	$84M	87	26%
Well-Planned Financial LLC	Very Low $100K	$8.9M	88	0%
Flagship Wealth Management Group, LLC	Typical $500K	$46M	91	19%
One Providence Capital, LLC	Low $240K	$22M	92	0%
Harlan Financial LLC	Typical $630K	$62M	99	19%
HV Capital Advisors LLC	Very Low $190K	$19M	100	68%
Lynchburg Wealth Management	Typical $690K	$69M	100	15%
Bull Run Investment Management LLC	Typical $520K	$52M	101	24%
Elite Financial Group	Low $400K	$40M	101	52%
Castle Hill Capital	Low $400K	$41M	102	15%
Endeavor Financial Advisors, LLC	Typical $750K	$78M	104	37%
Wanda Kilman Pittman	Low $240K	$24M	104	0%
Harris and Harris Wealth Management Group, LLC	Low $200K	$22M	109	0%
Allied Investments	Typical $770K	$85M	110	32%
Vivuto, LLC	Very Low $73K	$8.1M	111	0%
Lasting Legacy Wealth Management, LLC	Typical $530K	$59M	113	13%
Monsour Advisory Services, Inc.	Typical $770K	$87M	113	24%
Peak Investment Advisors, Inc.	High $900K	$100M	113	24%
Slagel Investment Management	Typical $460K	$52M	114	26%
All-Pro Advisors LLC	Typical $470K	$55M	116	35%
Pathway Financial Planning, Inc.	Low $240K	$28M	120	3%
360 Wealth Consultants, LLC	Very Low $120K	$15M	124	2%
White Oak Wealth LLC	—	—	134	0%
Private Harbour Investment Management & Counsel LLC.	High $1.2M	$160M	135	36%
DABA Advisors LLC	Very Low $1.7K	$230K	137	1%
Boelte O'Hara Wealth Management	Very Low $110K	$16M	149	0%
City Capital Management L.L.C.	Very Low $100K	$15M	149	0%
Applied Financial Wisdom	High $860K	$130M	151	1%
Omega Advisory LLC	Typical $540K	$84M	154	9%
Vertical Wealth Management	—	—	156	0%
Glover Park Wealth Management, LLC	Typical $510K	$83M	162	22%
Element Wealth Advisors	Very Low $110K	$18M	166	0%
Financial Advisor for You, LLC	Very Low $0	$0	168	21%
Alexander Advisory Services, LLC	Very Low $50K	$8.9M	179	0%
Variplan, LLC	Very Low $0	$0	179	0%
Legacy Cornerstone Wealth LLC	Very Low $120K	$22M	181	0%
Bridger Financial Services, LLC	Low $220K	$40M	182	12%
Cook Financial Designs, Inc.	High $880K	$170M	195	24%
Marathon Strategic Advisors, LLC	High $880K	$170M	195	38%
Sovereign	Low $310K	$65M	205	8%
Taylor Capital Management	Typical $650K	$130M	207	15%
Rise Wealth Partners LLC	Low $340K	$72M	210	10%
Servus Capital Management	Very Low $100K	$21M	210	0%

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