AUM per client for Multi-team firms serving clients in Pennsylvania

AUM per client measures the total assets a firm manages divided by its client count, offering insight into the type of clients a firm serves. Higher AUM per client usually indicates a focus on wealthier clients with more complex financial needs, while lower figures suggest broader access and more standardized services. For multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—this metric reflects a blend of different client segments and service tiers within the organization.

In Pennsylvania, multi-team firms manage a median of about $692,000 per client, which is somewhat higher than the national median of $630,000 for similar firms. With 302 firms and over 2,600 advisors statewide, this distribution shows a range from firms serving clients with assets around $180,000 to those managing over $6.5 million per client. This spread suggests that Pennsylvania’s multi-team firms vary widely in their client focus, from those built for broader access and simpler planning to those catering to high-net-worth individuals with more bespoke services. The two interpretations here are that some firms may be early in scaling or intentionally maintaining lower minimums, while others are clearly oriented toward wealthier clients.

For you, this means AUM per client is a useful indicator of the type of service and client base a firm targets, but it’s not a measure of quality. Higher numbers often mean more personalized, complex planning but may come with higher minimums. Lower numbers can indicate easier access but potentially less customization. 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 Pennsylvania 302 firms

Very Low $180K-$330K

Low $330K-$550K

Typical $550K-$870K

High $870K-$1.8M

Very High $1.8M-$6.5M

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

Median: $690K

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Firm	AUM/client	AUM	Clients	HNW client %
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Sequent Planning, Llc	Very Low $98K	$590M	6,015	1%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Gradient Advisors, Llc	Very Low $130K	$290M	2,149	2%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
ThePartners Wealth Management	Very Low $180K	$1.1B	5,925	7%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Rossby Financial, LLC	Very Low $220K	$850M	3,897	6%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Blackridge Asset Management, LLC	Very Low $240K	$360M	1,502	35%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
SB Advisory, LLC	Very Low $240K	$640M	2,634	4%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
United Brokerage Services Inc	Very Low $250K	$350M	1,368	4%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Santander Securities LLC	Very Low $260K	$2.9B	10,832	0%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Silver Oak Securities, Inc.	Very Low $280K	$2.4B	8,631	5%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Symmetry Partners	Very Low $290K	$2.5B	8,476	8%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
BOK Financial Advisors	Very Low $310K	$1B	3,263	11%
Harbour Investments, Inc.	Very Low $310K	$9.2B	29,827	5%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Signature Equity Partners, LLC	Very Low $310K	$330M	1,056	4%
WORLD EQUITY GROUP, Inc.	Very Low $320K	$1B	3,151	4%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
A.G.P / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
Trustmont Advisory Group, Inc.	Very Low $320K	$1.4B	4,322	6%
Latitude Advisors, LLC	Very Low $320K	$490M	1,525	8%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Gradient Investments, LLC	Low $330K	$8.8B	26,803	7%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
49 Financial	Low $340K	$1.3B	3,771	6%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Wealth Management	Low $360K	$1.7B	4,731	22%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Novem Group	Low $390K	$1.4B	3,513	7%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Corecap Advisors	Low $410K	$4B	9,671	10%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Howard Capital Management, LLC	Low $410K	$4.4B	10,546	8%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Northeast Planning Associates, Inc.	Low $430K	$410M	959	8%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
RedHawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Lanark Financial, Inc.	Low $450K	$1.6B	3,508	8%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
OneSeven	Low $460K	$7.3B	15,787	12%
Symphony Financial, Ltd. Co.	Low $460K	$1.3B	2,823	30%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
McAdam LLC	Low $480K	$2.7B	5,538	11%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
intrua Financial	Low $510K	$1.7B	3,347	12%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Kintra Wealth, LLC	Low $520K	$1.5B	2,914	45%
Facet	Low $520K	$7.6B	14,741	20%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Golden State Wealth Management, LLC	Low $520K	$2.2B	4,119	40%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
Continuum Advisory, LLC	Low $540K	$1.8B	3,344	27%
Wedbush Securities Inc.	Low $540K	$5.4B	9,927	27%
Lombard Advisers Incorporated	Low $540K	$510M	941	8%
The AmeriFlex Group	Low $550K	$8.6B	15,724	14%
Momentum Independent Network Inc.	Low $550K	$1.6B	2,817	14%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Nwf Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Financial Security Advisory Inc	Typical $590K	$1.8B	3,099	15%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Blueprint Financial Advisors	Typical $600K	$1.4B	2,290	2%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
Core Planning	Typical $610K	$530M	867	14%
Maridea Wealth Management	Typical $610K	$930M	1,530	47%
Madison Partners	Typical $620K	$1.3B	2,042	18%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Hennion & Walsh Asset Management, Inc.	Typical $670K	$720M	1,087	14%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Range Advisory, LLC	Typical $690K	$650M	950	56%
Assuredpartners Investment Advisors	Typical $690K	$1.3B	1,818	21%
Independence Square Holdings, LLC	Typical $690K	$1.8B	2,621	41%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Spire Wealth Management, LLC	Typical $700K	$4.3B	6,151	2%
Alera Investment Advisors, LLC	Typical $700K	$1.4B	2,034	17%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Copeland Capital Management, LLC	Typical $730K	$1.4B	1,907	49%
Ascentis Independent Advisors, LLC	Typical $740K	$2B	2,690	23%
Provenance Wealth advisors	Typical $740K	$2.1B	2,864	18%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Summit Wealth Group	Typical $740K	$2.3B	3,117	19%
The London Company of Virginia	Typical $760K	$4.2B	5,562	13%
Perennial Financial Services	Typical $760K	$2.3B	3,069	30%
Logan Capital Management, Inc.	Typical $780K	$1.4B	1,798	21%
Northern trust Securities, Inc	Typical $810K	$1.6B	2,024	69%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Ashton Thomas Securities, LLC	Typical $810K	$1.9B	2,281	13%
Jacobi Capital Management, LLC	Typical $820K	$2.4B	2,900	37%
Advisory Services Network	Typical $830K	$10B	12,426	9%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
Modern Wealth Management, LLC	Typical $830K	$9.6B	11,524	22%
Nations Financial Group, Inc.	Typical $830K	$4.6B	5,525	29%
Ancora Private Wealth Advisors, LLC	Typical $840K	$3.7B	4,414	100%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
The Ascent Group, LLC	Typical $850K	$3.5B	4,177	21%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Advisornet Wealth Partners	High $900K	$3.1B	3,499	26%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Shelton Capital Management	High $910K	$1.3B	1,432	20%
Guardian Wealth Advisors, LLC	High $930K	$2B	2,123	22%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Dynamic	High $960K	$5.3B	5,509	33%
Ethos Financial Group, LLC	High $970K	$1.7B	1,709	22%
Girard Advisory Services, LLC	High $1M	$2.4B	2,350	31%
Savvy	High $1.1M	$4.8B	4,552	25%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
XML Financial Group	High $1.1M	$3.2B	2,890	29%
Pine Valley Investments	High $1.1M	$2.3B	2,070	29%
Courier Capital, LLC	High $1.2M	$2.4B	2,094	17%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
APELLA Wealth	High $1.3M	$10B	8,139	44%
XYPN Sapphire	High $1.3M	$940M	721	25%
Summit Financial, LLC	High $1.3M	$23B	17,809	13%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Zacks Investment Management, Inc.	High $1.3M	$4.5B	3,344	39%
Allegheny Financial Group	High $1.4M	$5.3B	3,920	34%
Confluence Financial Partners	High $1.4M	$7.4B	5,148	37%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Corda Investment Management, LLC	High $1.5M	$2B	1,359	42%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
Cumberland Advisors	High $1.6M	$1.7B	1,091	19%
Grimes & Company	High $1.6M	$5.8B	3,660	49%
Arax Advisory Partners	High $1.6M	$24B	15,155	33%
The Burney Company	High $1.6M	$3B	1,880	48%
Ingalls Investment Management, LLC	High $1.6M	$6.8B	4,245	26%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
JFS Wealth Advisors, LLC	High $1.7M	$3.8B	2,216	40%
Perigon Wealth Management, LLC	High $1.7M	$9.3B	5,421	30%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
Dakota Wealth, LLC	High $1.8M	$6.6B	3,728	35%
BLBB Advisors	Very High $1.8M	$2.7B	1,520	45%
Roffman Miller Associates Inc	Very High $1.9M	$3.1B	1,598	71%
Manning & Napier Advisors, LLC	Very High $1.9M	$5.9B	3,024	51%
Carnegie Investment Counsel	Very High $2M	$6.2B	3,056	39%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Keel Point, LlC	Very High $2.1M	$3.2B	1,560	54%
Prosperity - An EisnerAmper Company	Very High $2.1M	$5B	2,369	42%
Ritholtz Wealth Management	Very High $2.2M	$8.9B	4,139	35%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
SEIA	Very High $2.3M	$22B	9,520	52%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Concentric	Very High $2.4M	$12B	5,142	85%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Bryn Mawr Trust Advisors, LLC	Very High $2.5M	$3.3B	1,335	45%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Greenspring Advisors, LLC	Very High $2.6M	$4.3B	1,697	66%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
OpenArc Corporate Advisory, LLC	Very High $2.6M	$10B	3,841	61%
Gamco Asset Management Inc.	Very High $2.6M	$4.6B	1,757	100%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Schneider Downs Wealth Management Advisors, LP	Very High $2.8M	$1.9B	663	14%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Kathmere Capital Management, LLC	Very High $3M	$2.2B	750	37%
Rockwood Wealth Management, LLC	Very High $3M	$2.8B	918	52%
AlphaCore Capital LLC	Very High $3.1M	$12B	3,985	55%
Mission Wealth Management, LP	Very High $3.2M	$17B	5,299	69%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Truepoint, Inc.	Very High $3.2M	$5.9B	1,867	54%
Elm Wealth	Very High $3.3M	$2.1B	644	83%
Sage Financial Group Inc.	Very High $3.8M	$4.1B	1,101	65%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Wescott Financial Advisory Group LLC	Very High $3.9M	$3B	769	76%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Plancorp, LLC	Very High $4.2M	$9.4B	2,251	57%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Provident Trust Company	Very High $5.9M	$5.8B	992	82%
Staley Capital Advisers Inc	Very High $6.2M	$2.6B	416	75%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
Heritage Wealth Advisors	Very High $6.9M	$2.7B	384	66%
Gibson Capital, LLC	Very High $7M	$1.6B	222	79%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
LNW	Very High $9.9M	$11B	1,079	79%
Waldron Private Wealth	Very High $11M	$5.5B	517	68%
Legacy Advisors, LLC	Very High $16M	$4.9B	306	92%
MyCIO WEALTH PARTNERS, LLC	Very High $17M	$16B	923	100%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Wharton Business Group, LLC	Very High $37M	$3.7B	100	78%
Circle Wealth Management, LLC	Very High $37M	$13B	349	100%
Miller Investment Management, LP	Very High $41M	$6.3B	155	82%
BC Advisors, LLC	Very High $46M	$4.6B	100	100%
Prowell Financial Management, LLC	Very High $120M	$6.7B	57	60%
Greycourt & Co., INC.	Very High $130M	$4.6B	36	100%

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