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 often indicates a focus on wealthier clients with more complex financial planning needs, while lower figures suggest broader accessibility and more standardized services. This metric helps you understand a firm’s overall client profile and service approach.

In Pennsylvania, multi-team firms—those with 30 to 300 advisors or managing over $3 billion—show a median AUM per client of about $692,000, slightly above the national median of $637,000. With 306 such firms and over 2,700 advisors statewide, the distribution ranges from around $184,000 to over $6.3 million per client. This spread suggests a diverse market: some firms cater to clients with more modest portfolios, offering accessible, standardized services, while others focus on high-net-worth individuals requiring more personalized, complex planning. The median near $700,000 indicates that many Pennsylvania multi-team firms strike a balance between these approaches, blending mass-affluent and high-net-worth client segments.

For you, this means AUM per client is a useful signal but not a definitive measure of quality. Higher numbers often mean higher minimum investments and more tailored service, while lower numbers can indicate easier entry points and more standardized offerings. Consider this metric alongside others to find an advisor whose service style and client focus align with your financial situation and goals. 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 306 firms

Very Low $180K-$340K

Low $340K-$540K

Typical $540K-$890K

High $890K-$1.9M

Very High $1.9M-$6.4M

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

Median: $690K

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Firm	AUM/client	AUM	Clients	HNW client %
Greycourt & Co., INC.	Very High $130M	$4.6B	36	100%
Prowell Financial Management, LLC	Very High $120M	$6.7B	57	60%
BC Advisors, LLC	Very High $46M	$4.6B	100	100%
Miller Investment Management, Lp	Very High $41M	$6.3B	155	82%
Circle Wealth Management, LLC	Very High $37M	$13B	349	100%
Wharton Business Group, LLC	Very High $37M	$3.7B	100	78%
MyCIO WEALTH PARTNERS, LLC	Very High $17M	$16B	923	100%
Legacy Advisors, LLC	Very High $16M	$4.9B	306	92%
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%
Gibson Capital, LLC	Very High $7M	$1.6B	222	79%
Heritage Wealth Advisors	Very High $6.9M	$2.7B	384	66%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Staley Capital Advisers Inc	Very High $6.2M	$2.6B	416	75%
Provident Trust Company	Very High $5.9M	$5.8B	992	82%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Plancorp, LLC	Very High $4.2M	$9.4B	2,251	57%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Wescott Financial Advisory Group LLC	Very High $3.9M	$3B	769	76%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Sage Financial Group Inc.	Very High $3.8M	$4.1B	1,101	65%
Elm Wealth	Very High $3.3M	$2.1B	644	83%
Truepoint, Inc.	Very High $3.2M	$5.9B	1,867	54%
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%
Rockwood Wealth Management, LLC	Very High $3M	$2.8B	918	52%
Kathmere Capital Management, LLC	Very High $3M	$2.2B	750	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Schneider Downs Wealth Management Advisors, LP	Very High $2.8M	$1.9B	663	14%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
Gamco Asset Management Inc.	Very High $2.6M	$4.6B	1,757	100%
OpenArc Corporate Advisory, LLC	Very High $2.6M	$10B	3,841	61%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
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%
Index Fund Advisors, Inc.	Very High $2.5M	$5.2B	2,095	43%
Bryn Mawr Trust Advisors, LLC	Very High $2.5M	$3.3B	1,335	45%
Verdence Capital Advisors, LLC	Very High $2.4M	$4.3B	1,798	42%
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%
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%
RKL Private Wealth	Very High $2.2M	$2.1B	948	49%
Ritholtz Wealth Management	Very High $2.2M	$8.9B	4,139	35%
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%
Manning & Napier Advisors, LLC	Very High $1.9M	$5.9B	3,024	51%
Roffman Miller Associates Inc	Very High $1.9M	$3.1B	1,598	71%
BLBB Advisors	High $1.8M	$2.7B	1,520	45%
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%
JFS Wealth Advisors, LLC	High $1.7M	$3.8B	2,216	40%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
Ingalls Investment Management, LLC	High $1.6M	$6.8B	4,245	26%
The Burney Company	High $1.6M	$3B	1,880	48%
Arax Advisory Partners	High $1.6M	$24B	15,155	33%
Grimes & Company	High $1.6M	$5.8B	3,660	49%
Cumberland Advisors	High $1.6M	$1.7B	1,091	19%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
CORDA Investment Management, LLC	High $1.5M	$2B	1,359	42%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Confluence Financial Partners	High $1.4M	$7.4B	5,148	37%
Allegheny Financial Group	High $1.4M	$5.3B	3,920	34%
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%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Thurston Springer Advisors	High $1.2M	$5.4B	4,429	26%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
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%
Pine Valley Investments	High $1.1M	$2.3B	2,070	29%
XML Financial Group	High $1.1M	$3.2B	2,890	29%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
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%
Girard Advisory Services, LLC	High $1M	$2.4B	2,350	31%
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%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
Guardian Wealth Advisors, LLC	High $930K	$2B	2,123	22%
Ethos Financial Group, LLC	High $920K	$1.8B	1,996	21%
Mutual Advisors, LLC	High $920K	$8.9B	9,734	23%
Shelton Capital Management	High $910K	$1.3B	1,432	20%
Merit Financial Advisors	High $900K	$18B	20,040	22%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Maridea Wealth Management	Typical $860K	$1.8B	2,100	16%
The Ascent Group, LLC	Typical $850K	$3.5B	4,177	21%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Ancora Private Wealth Advisors, LLC	Typical $840K	$3.7B	4,414	100%
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%
Jacobi Capital Management, LLC	Typical $820K	$2.4B	2,900	37%
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%
Range Advisory, LLC	Typical $780K	$1.4B	1,773	45%
Logan Capital Management, Inc.	Typical $780K	$1.4B	1,798	21%
Van Clemens Wealth Management, LLC	Typical $770K	$460M	599	32%
Perennial Financial Services	Typical $760K	$2.3B	3,069	30%
The London Company of Virginia	Typical $760K	$4.2B	5,562	13%
Moors & Cabot, Inc	Typical $750K	$3.7B	4,921	38%
Summit Wealth Group	Typical $740K	$2.3B	3,117	19%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Provenance Wealth advisors	Typical $740K	$2.1B	2,864	18%
Copeland Capital Management, LLC	Typical $730K	$1.4B	1,907	49%
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%
AssuredPartners Investment Advisors	Typical $690K	$1.3B	1,818	21%
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%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Hennion & Walsh Asset Management, Inc.	Typical $670K	$720M	1,087	14%
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%
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%
Madison Partners	Typical $620K	$1.3B	2,042	18%
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%
Blueprint Financial Advisors	Typical $600K	$1.4B	2,290	2%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Financial Security Advisory Inc	Typical $590K	$1.8B	3,099	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%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Facet	Typical $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%
Golden State Wealth Management, LLC	Low $520K	$2.2B	4,119	40%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Kintra Wealth, LLC	Low $520K	$1.5B	2,914	45%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
intrua Financial	Low $510K	$1.7B	3,347	12%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Stonex Advisors Inc.	Low $500K	$4.9B	9,741	10%
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%
Symphony Financial, Ltd. Co.	Low $460K	$1.3B	2,823	30%
OneSeven	Low $460K	$7.3B	15,787	12%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
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%
Northeast Planning Associates, Inc.	Low $430K	$410M	959	8%
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%
Signature Equity Partners, LLC	Low $400K	$690M	1,716	6%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Novem Group	Low $390K	$1.4B	3,513	7%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
A.G.P / Alliance Global Partners	Low $380K	$2.8B	7,318	8%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
William Joseph Capital Management, Inc.	Low $370K	$690M	1,879	9%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Wealth Management	Low $360K	$1.7B	4,731	22%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
49 Financial	Low $340K	$1.3B	3,771	6%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Foundations Investment Advisors LLC	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%
Gradient Investments, LLC	Very Low $330K	$8.8B	26,803	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%
Trustmont Advisory Group, Inc.	Very Low $320K	$1.4B	4,322	6%
ON Investment Management CO	Very Low $320K	$3B	9,317	9%
World Equity Group, Inc.	Very Low $320K	$1B	3,151	4%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Harbour Investments, Inc.	Very Low $310K	$9.2B	29,827	5%
BOK Financial Securities, Inc.	Very Low $310K	$1B	3,263	11%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
Symmetry Partners	Very Low $290K	$2.5B	8,476	8%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
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%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	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%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Elevate Financial Planning and Wealth Management	Very Low $230K	$110M	457	3%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
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%
Rossby Financial, LLC	Very Low $220K	$850M	3,897	6%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Wealth Watch Advisors, Inc	Very Low $170K	$610M	3,587	2%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	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%
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%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%

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