AUM per client for Multi-team firms serving clients in New York

AUM per client measures the total assets a firm manages divided by its client count, offering insight into who the firm is designed to serve. Higher AUM per client typically indicates firms with higher minimum investment requirements and more tailored, complex financial planning, while lower figures suggest broader access with more standardized services.

In New York, multi-team firms—those with 30 to 300 advisors or managing over $3 billion—show a median AUM per client of about $672,000, slightly above the national median of $637,000. With 307 firms and nearly 3,000 advisors, the distribution ranges widely, from around $220,000 up to over $6.3 million per client. This spread suggests a diverse market: some firms focus on serving wealthier clients with complex needs, reflected in higher AUM per client, while others maintain lower minimums to accommodate a broader client base. The variation also reflects the multiple service tiers within these firms, from mass-affluent to ultra-high-net-worth clients.

For you, this means AUM per client is a useful signal of how a firm structures its services and client focus, but it’s not a measure of quality. A higher number may mean more personalized attention and complex planning, while a lower number could indicate more accessible, standardized offerings. Use this metric alongside others to find a firm that matches your financial situation and service preferences.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Multi-team firms active in New York 307 firms

Very Low $220K-$380K

Low $380K-$540K

Typical $540K-$910K

High $910K-$2M

Very High $2M-$6.4M

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

Median: $670K

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Firm	AUM/client	AUM	Clients	HNW client %
Allen Investment Management, LLC	Very High $120M	$17B	142	100%
ICG Advisors, LLC	Very High $100M	$5.7B	55	100%
Jordan Park Group LLC	Very High $95M	$15B	163	100%
TAG Associates LLC	Very High $86M	$6.9B	80	100%
Greenhaven Associates Inc	Very High $84M	$8.4B	100	100%
John W. Bristol & Co., Inc.	Very High $48M	$4B	83	100%
Miller Investment Management, Lp	Very High $41M	$6.3B	155	82%
Brave Warrior Advisors, LLC	Very High $40M	$3.9B	98	84%
Circle Wealth Management, LLC	Very High $37M	$13B	349	100%
Colter Lewis Investment Partners, LLC	Very High $26M	$3.4B	130	100%
GenTrust	Very High $19M	$5B	264	90%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
Brownson, Rehmus & Foxworth, Inc.	Very High $17M	$4.5B	263	100%
Sepio Capital, LP	Very High $15M	$4.1B	276	100%
Sapient Capital LLC	Very High $12M	$12B	980	71%
Waldron Private Wealth	Very High $11M	$5.5B	517	68%
LNW	Very High $9.9M	$11B	1,079	79%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Joel Isaacson & Co., LLC	Very High $7.4M	$9.3B	1,267	89%
Williams Jones Wealth Management, LLC	Very High $7.3M	$11B	1,517	88%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
Douglas C. Lane & Associates	Very High $7.1M	$7.7B	1,084	81%
Andersen	Very High $6.8M	$3.8B	550	84%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Klingman and Associates, LLC	Very High $6.3M	$4.4B	704	65%
BakerAvenue	Very High $5.3M	$5.8B	1,099	72%
Certuity, LLC	Very High $5.2M	$2.4B	464	89%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Alesco Advisors, LLC, An ESL Company	Very High $5.1M	$2.6B	503	72%
Bailard, Inc.	Very High $5M	$5.4B	1,068	78%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
Douglass Winthrop Advisors LLC	Very High $4.7M	$5.8B	1,249	71%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Americana Partners, LLC	Very High $4.3M	$7B	1,627	51%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Greenwich Wealth Management, LLC	Very High $3.8M	$2.2B	589	83%
Beck, Mack & Oliver LLC	Very High $3.4M	$5.1B	1,512	47%
Asset Preservation Advisors, LLC	Very High $3.3M	$9.2B	2,747	62%
Elm Wealth	Very High $3.3M	$2.1B	644	83%
Klingenstein Fields Advisors	Very High $3.2M	$4B	1,237	79%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Mission Wealth Management, LP	Very High $3.2M	$17B	5,299	69%
AlphaCore Capital LLC	Very High $3.1M	$12B	3,985	55%
RWA Wealth Partners	Very High $3.1M	$18B	5,951	60%
Mora Capital Management, LLC	Very High $2.9M	$1.3B	429	40%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Cannell & Spears LLC	Very High $2.6M	$6.3B	2,394	81%
Gamco Asset Management Inc.	Very High $2.6M	$4.6B	1,757	100%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Evensky & Katz/Foldes Wealth Management	Very High $2.6M	$3B	1,165	65%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Greenspring Advisors, LLC	Very High $2.6M	$4.3B	1,697	66%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Cyndeo Wealth Partners	Very High $2.5M	$3.1B	1,219	47%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Hamlin Capital Management, LLC	Very High $2.5M	$3.9B	1,594	85%
Valley Wealth Managers, Inc.	Very High $2.4M	$2.1B	854	52%
Verdence Capital Advisors, LLC	Very High $2.4M	$4.3B	1,798	42%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Concentric	Very High $2.4M	$12B	5,142	85%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
SEIA	Very High $2.3M	$22B	9,520	52%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Pinnacle Associates, Ltd.	Very High $2.2M	$3.9B	1,808	24%
Ritholtz Wealth Management	Very High $2.2M	$8.9B	4,139	35%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
Prosperity - An EisnerAmper Company	Very High $2.1M	$5B	2,369	42%
Keel Point, LLC	Very High $2.1M	$3.2B	1,560	54%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Carnegie Investment Counsel	Very High $2M	$6.2B	3,056	39%
SpiderRock Advisors, LLC	High $2M	$8.4B	4,300	46%
Manning & Napier Advisors, LLC	High $1.9M	$5.9B	3,024	51%
Cardinal Point Wealth Management	High $1.9M	$4.2B	2,175	52%
Leo Wealth, LLC	High $1.9M	$3.2B	1,714	26%
Ashton Thomas Private Wealth	High $1.8M	$5.9B	3,181	38%
Karpus Investment Management	High $1.8M	$3.1B	1,696	43%
Gilder Gagnon Howe & Co. LLC	High $1.8M	$9.6B	5,404	49%
Dakota Wealth, LLC	High $1.8M	$6.6B	3,728	35%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
Perigon Wealth Management, LLC	High $1.7M	$9.3B	5,421	30%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
J. Safra Asset management Corporation	High $1.7M	$5.7B	3,374	91%
Elevation Point Wealth Partners, LLC	High $1.7M	$8.1B	4,879	33%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
Ingalls Investment Management, LLC	High $1.6M	$6.8B	4,245	26%
Arax Advisory Partners	High $1.6M	$24B	15,155	33%
Cumberland Advisors	High $1.6M	$1.7B	1,091	19%
One Capital Management, LLC	High $1.5M	$5.3B	3,468	34%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Maseco Private Wealth	High $1.4M	$4.9B	3,443	21%
Zacks Investment Management, Inc.	High $1.3M	$4.5B	3,344	39%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
Summit Financial, LLC	High $1.3M	$23B	17,809	13%
XYPN Sapphire	High $1.3M	$940M	721	25%
Apella Wealth	High $1.3M	$10B	8,139	44%
Forum Financial Management, Lp	High $1.3M	$7.1B	5,622	31%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Procyon	High $1.2M	$3.4B	2,775	25%
Thurston Springer Advisors	High $1.2M	$5.4B	4,429	26%
Winthrop Wealth	High $1.2M	$2.9B	2,405	31%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Calamos Wealth Management LLC	High $1.2M	$4.8B	4,072	77%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Carret Asset Management, LLC	High $1.2M	$1.4B	1,221	30%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Courier Capital, LLC	High $1.2M	$2.4B	2,094	17%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Savvy	High $1.1M	$4.8B	4,552	25%
SeaCrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Dynamic	High $960K	$5.3B	5,509	33%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
RBC Securities, Inc.	High $920K	$1.2B	1,292	26%
Ethos Financial Group, LLC	High $920K	$1.8B	1,996	21%
Shelton Capital Management	Typical $910K	$1.3B	1,432	20%
Merit Financial Advisors	Typical $900K	$18B	20,040	22%
Sprott Asset Management USA Inc.	Typical $860K	$2.7B	3,101	34%
Maridea Wealth Management	Typical $860K	$1.8B	2,100	16%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Nations Financial Group, Inc.	Typical $830K	$4.6B	5,525	29%
Modern Wealth Management, LLC	Typical $830K	$9.6B	11,524	22%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Ashton Thomas Securities, LLC	Typical $810K	$1.9B	2,281	13%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Northern trust Securities, Inc	Typical $810K	$1.6B	2,024	69%
Moneco Advisors	Typical $800K	$2.2B	2,781	27%
Range Advisory, LLC	Typical $780K	$1.4B	1,773	45%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Perennial Financial Services	Typical $760K	$2.3B	3,069	30%
Moors & Cabot, Inc	Typical $750K	$3.7B	4,921	38%
Strategic Blueprint, LLC	Typical $750K	$2.5B	3,338	27%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Provenance Wealth advisors	Typical $740K	$2.1B	2,864	18%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
Alera Investment Advisors, LLC	Typical $700K	$1.4B	2,034	17%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
M HOLDINGS SECURITIES, Inc.	Typical $690K	$3B	4,368	2%
Independence Square Holdings, LLC	Typical $690K	$1.8B	2,621	41%
Prospera Financial Services, inc.	Typical $680K	$12B	17,878	44%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Stephens	Typical $670K	$14B	21,168	15%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Flagstar Securities, Inc.	Typical $640K	$640M	1,004	34%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Core Planning	Typical $610K	$530M	867	14%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
Wedbush Securities Inc.	Typical $610K	$6.4B	10,653	29%
The Patriot Financial Group, LLC	Typical $600K	$1.4B	2,361	16%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Tsa Management Inc	Typical $580K	$1.5B	2,566	15%
Nwf Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Maxim Financial Advisors LLC	Typical $540K	$410M	758	6%
Continuum Advisory, LLC	Low $540K	$1.8B	3,344	27%
Facet	Low $540K	$8.7B	16,053	18%
Capital Analysts	Low $540K	$8.4B	15,611	19%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
IFG Advisory, LLC	Low $510K	$4.6B	9,038	39%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Advisory Solutions Group	Low $510K	$410M	807	13%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Stonex Advisors Inc.	Low $500K	$4.9B	9,741	10%
Focus Financial	Low $490K	$6.7B	13,560	13%
Quartz Partners Investment Management	Low $490K	$360M	744	12%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
McAdam LLC	Low $480K	$2.7B	5,538	11%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
OneSeven	Low $460K	$7.3B	15,787	12%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Northland Asset Management	Low $460K	$400M	875	55%
Lanark Financial, Inc.	Low $450K	$1.6B	3,508	8%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Redhawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Kovack Advisors, Inc.	Low $430K	$5.6B	12,906	12%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Forefront	Low $420K	$240M	572	18%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Howard Capital Management, LLC	Low $410K	$4.4B	10,546	8%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Corecap Advisors	Low $410K	$4B	9,671	10%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Sage, Rutty & Co., Inc.	Low $400K	$3.3B	8,184	16%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Novem Group	Low $390K	$1.4B	3,513	7%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
A.G.P / Alliance Global Partners	Low $380K	$2.8B	7,318	8%
LaSalle St. Investment Advisors, L.L.C.	Very Low $380K	$5.2B	13,711	7%
Inspire Advisors, LLC	Very Low $370K	$1.3B	3,523	9%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Brookwood Investment Group	Very Low $360K	$1.3B	3,500	6%
Independent Solutions Wealth Management, LLC	Very Low $350K	$1.5B	4,265	6%
Financial Gravity Family Office Services, LLC	Very Low $340K	$590M	1,716	9%
Foundations Investment Advisors LLC	Very Low $340K	$10B	29,615	20%
Nfsg Corporation	Very Low $340K	$1B	3,036	25%
Independent Wealth Network, Inc.	Very Low $340K	$490M	1,445	18%
CL Wealth Management LLC	Very Low $340K	$730M	2,165	29%
Regal Investment Advisors LLC	Very Low $330K	$2.7B	8,220	7%
Vanderbilt Advisory Services	Very Low $330K	$2B	6,199	6%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
Latitude Advisors, LLC	Very Low $320K	$490M	1,525	8%
Buck Wealth Strategies, LLC	Very Low $320K	$890M	2,734	6%
Trustmont Advisory Group, Inc.	Very Low $320K	$1.4B	4,322	6%
ON Investment Management CO	Very Low $320K	$3B	9,317	9%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
World Equity Group, Inc.	Very Low $320K	$1B	3,151	4%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
BOK Financial Securities, Inc.	Very Low $310K	$1B	3,263	11%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
RFG Advisory, LLC	Very Low $300K	$5.1B	17,207	7%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Silver Oak Securities, Inc.	Very Low $280K	$2.4B	8,631	5%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Global Assets Advisory, LLC	Very Low $210K	$550M	2,572	8%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Wealth Watch Advisors, Inc	Very Low $170K	$610M	3,587	2%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
MissionSquare Retirement	Very Low $140K	$5.7B	40,526	1%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Gradient Wealth Management	Very Low $130K	$600M	4,546	4%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Copper Financial	Very Low $99K	$410M	4,165	1%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Blackridge Asset Management, LLC	Very Low $89K	$220M	2,433	1%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Mutual Of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%

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