AUM per client for Supported firms serving clients in Arizona

Supported firms active in Arizona 334 firms

Very Low $110K-$250K

Low $250K-$500K

Typical $500K-$790K

High $790K-$1.3M

Very High $1.3M-$2.8M

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

Median: $620K

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Firm	AUM/client	AUM	Clients	HNW client %
21Peaks Capital Management, LLC	—	—	—	—
2201 Capital, LLC	—	—	—	—
Ardent Wealth Management	—	$0	—	—
BrightGuide Financial	—	$0	—	—
Cole Financial Advisors, Inc.	—	—	—	—
Evolution Vision Wealth Management	—	—	—	—
Exemplar Wealth Advisors, LLC	—	$0	—	—
Financial Synergistics Group, Inc.	—	—	—	—
Leges Wealth Management LLC	—	—	—	—
Meredith Dekker Financial Services, LLC	—	$0	—	—
Scottsdale Capital Advisors Corp	—	—	—	—
SmartAlpha Wealth Advisors LLC	—	$0	—	—
Wise World Investment Planning	—	—	—	—
Smartt Wealth Solutions, LLC	—	—	1	0%
Third Stanza Group	Very Low $38K	$38K	1	0%
Global Wealth Partners, LLC	Very Low $75K	$150K	2	0%
J.H. Darbie & Co., Inc.	Very High $1.5M	$6.1M	4	100%
Sunlight Peaks Financial Partners, LLC	Very Low $0	$0	12	0%
Dynic Wealth Management LLC	Very High $3M	$46M	15	53%
Mette Associates, LLC	Very Low $72K	$1.2M	16	0%
GBG Wealth Management LLC	High $910K	$24M	26	81%
Ridge Capital Advisors, LLC	Very Low $170K	$4.5M	27	30%
6\|21 Private Wealth	Typical $750K	$10M	14	0%
Kai Wealth LLC	Very High $12M	$280M	23	74%
Sierra Legacy Group	Very High $6.4M	$150M	24	58%
GT Investment Management, LLC	Very Low $160K	$5.5M	35	100%
SBC Investment Management, LLC	Very High $4M	$76M	19	79%
Legacy Financial Group	Typical $690K	$20M	29	34%
Simplified Wealth Management, LLC	High $800K	$23M	29	0%
Axiom Founders Family Office	Very High $1.4M	$29M	20	100%
Tactical Tax Wealth Management	Very High $1.4M	$28M	20	40%
Bass Rocks, LLC / Bass Rocks Asset Management	Typical $780K	$16M	21	95%
SabriEnt Systems, LLC	Very Low $0	$0	21	0%
Red Night Capital LLC	High $1M	$33M	32	28%
Joselit Asset Management	Very High $2.8M	$62M	22	100%
Nautica Asset Management LLC	Very Low $36K	$780K	22	0%
Confluent Asset Management LLC	Very Low $150K	$3.5M	24	0%
Exos Wealth Strategies, LLC	Low $350K	$18M	51	0%
Omni Investment Solutions LLC	Very Low $190K	$2.4M	13	0%
New Life Financial LLC	Very Low $110K	$3M	27	0%
Stone Wealth Strategies	Very Low $0	$0	58	0%
Prospera Capital Management, LLC	Very High $7.8M	$340M	44	84%
Krozell Capital Management, LLC	Low $310K	$9.5M	31	0%
Bridge the Gap Retirement Planners	Very High $1.5M	$49M	32	63%
Arcvest, LLC	Very High $1.7M	$56M	33	61%
Iliad Wealth Solutions	Very Low $110K	$5.6M	51	2%
White Pine Financial LLC	High $940K	$32M	34	50%
Catherine R.. Smith, Financial Planner, LLC	Very High $1.7M	$31M	18	61%
Lifestyle Planning, LLC	Typical $690K	$43M	57	22%
Sunrise Wealth Management, LLC	Typical $660K	$24M	36	0%
Evolve Wealth Advisors LP	High $930K	$51M	55	65%
WealthX Advisors	Low $430K	$16M	37	3%
Ocotillo Wealth Management LLC	Low $420K	$16M	38	0%
Process Design Capital Management LLC	High $990K	$78M	79	33%
Prudent Prospera Planning, Inc.	—	—	40	0%
Windrock Wealth Management	Very High $4.4M	$360M	83	61%
Zenith Wealth Advisors	Very High $3.2M	$270M	85	61%
Fountain Financial Group, Inc.	Typical $580K	$38M	64	12%
Granite Capital Wealth Management LLC	Typical $670K	$30M	45	100%
Sanctuary Advisors	Very High $3.8M	$170M	45	38%
Zeches Wealth Management	High $1M	$91M	91	34%
Clear Skies Financial	Typical $520K	$24M	46	13%
Stableford Capital LLC	Very High $3.2M	$300M	92	54%
Fiduciary Architects LLC	Low $270K	$13M	48	0%
Merit Advisors, Inc.	Low $350K	$33M	96	7%
Naylor & Company	High $1M	$100M	102	42%
Prosper Private Wealth	Very High $3M	$150M	51	63%
SG Wealth Managers LLC	Typical $500K	$38M	77	42%
TruePath Financial Planning	Low $480K	$37M	77	17%
77 Financial Group	Low $350K	$27M	78	0%
DBA Generational Wealth Strategies	High $800K	$43M	53	26%
Farnam Financial	Very High $2M	$160M	81	73%
Masters Tax and Financial Planning LLC	Typical $590K	$32M	54	81%
The Table Financial Planning LLC	Typical $530K	$57M	108	9%
Flagstone Financial Advisors, Inc.	Very High $1.5M	$82M	55	45%
Strategic Wealth Advisors, LLC	Very High $2.9M	$320M	111	68%
Luminescent Wealth Management, Inc.	Very High $2.3M	$130M	56	50%
West Coast Capital Management, LLC	Very Low $250K	$21M	84	18%
DeWitt Capital Management	Very High $1.4M	$120M	85	27%
Purposeful Strategic Partners	Very Low $200K	$12M	58	5%
Abbey Hill Financial Advisors, LLC	High $820K	$49M	60	43%
August Wealth Group, Inc.	High $790K	$48M	60	5%
Clout Inc. Advisors	Very Low $130K	$8M	60	0%
Coherent Financial Advisers, LLC	Typical $680K	$41M	61	30%
JR Snell Capital Management, LLC	Typical $520K	$32M	61	20%
Atlas Wealth Management, LLC	Typical $710K	$66M	93	10%
Bonsai Financial	Very Low $110K	$6.8M	62	0%
Taylor Advisory Group	Very High $1.4M	$84M	62	77%
Madrid Wealth Management	Very High $1.7M	$210M	128	43%
Private Client Wealth Advisors, LLC	Low $420K	$41M	97	0%
Bridge Financial Strategies	Very High $1.4M	$90M	65	46%
Oak Road Wealth Management	Low $350K	$35M	100	9%
Switchpoint Financial Planning LLC	Very High $3.7M	$370M	100	66%
Alo Financial Planning	Very High $1.8M	$120M	67	58%
Zenith Investment Management, LLC	Typical $770K	$78M	101	29%
Five Mile River Investment Management, LLC	High $830K	$85M	103	100%
Gordian Advisors, LLC	Very High $2.5M	$260M	103	69%
Align Wealth Management, LLC	Very High $1.7M	$120M	69	49%
Hamsher Wealth Management, LLC	Very Low $140K	$9.4M	69	6%
Wealth Guardian Advisory, PLLC	Low $260K	$18M	69	16%
Bulwark Capital Corporation	Very High $2.1M	$150M	70	67%
Haws Financial Planning LLC	Typical $650K	$68M	105	0%
Hoskin Capital	Very Low $110K	$13M	47	13%
R.H. Investment Group, LLC	Very High $6.2M	$220M	35	100%
3Roots Wealth Partners LLC	High $820K	$87M	106	23%
Intrinsic Value Partners, LLC	Very High $3.1M	$220M	71	68%
Iron River Capital LLC	Typical $640K	$91M	142	32%
Optivest, Inc.	Very High $2.9M	$310M	108	52%
Universal Wealth Management LLC	Very Low $190K	$28M	145	6%
Backbone Planning Partners LLC	Typical $780K	$85M	109	24%
Capital Asset Advisors LLC	Typical $570K	$42M	74	55%
Transition Financial Advisors Group, LLC	Very High $2M	$300M	149	71%
Victory Wealth Services, LLC	Low $290K	$44M	149	5%
Wealth Planning Advisors LLC	Low $370K	$42M	112	10%
Paradigm Money Management, LLC	—	—	150	0%
Guided Capital Wealth Management, LLC	Very High $1.4M	$210M	153	43%
Fern Financial Group, LLC	Typical $680K	$53M	77	23%
Main Avenue Financial Services, LLC	Very High $1.3M	$100M	77	56%
Pacific Canyon Investments	Very Low $190K	$14M	77	10%
Freedom Family Office, LLC	High $980K	$110M	116	38%
MacDougall Financial Counseling	Very High $3.5M	$400M	116	63%
NRG Wealth Management	Very High $1.6M	$240M	155	46%
Paracca Financial Group	Low $290K	$22M	78	12%
Vigilare Wealth Management LLC	Very High $2M	$320M	157	50%
Scottsdale Wealth Planning, Inc.	Very High $2.2M	$170M	79	54%
Growth Horizons Wealth Management LLC	Typical $630K	$51M	81	25%
WLTH Capital Management, LLC	Very High $2.8M	$230M	81	69%
Brightscape Investment Centers	High $1M	$130M	123	32%
Impact Wealth Management	High $840K	$100M	124	27%
Bane O'Leary LLC	Typical $510K	$85M	166	14%
Evergreen Private Wealth	Very High $1.5M	$260M	166	52%
Modern Wealth LLC	Very Low $170K	$21M	125	2%
Holton & Kosanke Wealth Management, LLC	—	—	127	0%
GPS Investments	Very High $1.5M	$130M	85	39%
17 Capital Partners, LLC	Very High $1.8M	$240M	128	30%
Montoya Wealth Management	High $830K	$72M	86	38%
Radix Wealth	High $840K	$72M	86	45%
Shepherd Wealth & Retirement LLC	Typical $740K	$95M	129	36%
Wiser Advisor Group	High $870K	$110M	130	75%
Essential Investing	Low $460K	$40M	87	10%
Invest Smart USA, Inc.	Typical $510K	$45M	88	16%
The Freyr Group	Low $490K	$65M	132	19%
Pogson & Matt Wealth Management Group	Typical $680K	$90M	133	22%
Vestpointe Wealth Management, LLC	Very High $1.3M	$120M	89	49%
RK Retirement Solutions LLC	Very Low $210K	$19M	90	0%
Alpha Fiduciary	High $790K	$72M	91	37%
McCauley Investment Advisory, LLC	Very Low $180K	$16M	91	1%
Burton Wealth Management	Low $470K	$43M	92	32%
Investor Resources Inc	Low $370K	$34M	92	20%
Ridgeline Private Wealth	High $930K	$170M	185	32%
Sterling Investment Management, LLC	Very High $2.5M	$350M	139	53%
TerraFirma Wealth Partners	High $1.3M	$120M	94	46%
Virtue Wealth Counsel, LLC	Very Low $200K	$28M	141	4%
Cox Advisors, LLC	Very Low $200K	$19M	96	14%
Levin Funding Group LLC	Very High $3.9M	$190M	48	69%
Insight Investment Advisers LLC	Low $490K	$72M	145	23%
MKT and Associates LLC	Very High $2.6M	$370M	146	41%
Waterrock Global Asset Management	Typical $500K	$73M	146	36%
Skymark Advisors LLC	Very Low $100K	$5M	50	0%
44 Wealth Management LLC	Very High $1.9M	$390M	201	68%
Axia Wealth Management Inc	High $850K	$130M	152	48%
Kinghorn Law \| Financial	—	—	153	17%
Witnauer Sloan & Associates LLC	Typical $550K	$57M	102	17%
Janus Financial	Typical $650K	$34M	52	15%
Optima Capital Management	Typical $610K	$130M	215	17%
FPC Investment Advisory, Inc.	Very High $2.3M	$360M	162	57%
FSG Financial Services, Inc.	Low $320K	$52M	163	8%
Green Peaks Planning	Low $420K	$46M	109	8%
RMH Investment Management, LLC	High $880K	$97M	110	44%
Envision Retirement LLC	Typical $570K	$95M	166	16%
Arbor Wealth Management, LLC	High $1.2M	$140M	111	40%
Bedrock Investment Advisors	Very Low $220K	$50M	224	62%
Harding Wealth, Inc.	High $1.3M	$210M	169	38%
SL Capital	High $1M	$230M	229	28%
Bridgelight Capital LLC	High $790K	$140M	173	26%
Athena Advisor Services, LLC	Low $480K	$84M	174	18%
CMG Financial Consulting	Very High $1.3M	$150M	116	38%
Optimist Retirement Group, LLC	Very High $2.1M	$250M	119	60%
Capital Consulting & Asset Management	High $1.2M	$220M	180	47%
Eddleman & Eddleman Inc	Very Low $150K	$18M	120	8%
Oak Asset Management, LLC	Very High $1.7M	$410M	242	51%
Foothills Advisors, LLC	Typical $700K	$130M	182	26%
Keystone Advisory Group	Typical $560K	$68M	122	17%
Red SEVEN	Low $360K	$88M	244	7%
Pacific Landfall	Very Low $110K	$14M	123	2%
Dwyer Financial, LLC	Low $410K	$51M	124	28%
Heritage Family Offices, LLP	Very High $1.7M	$420M	250	32%
Emerald Blue Advisors	Low $470K	$88M	188	60%
Adair Wealth Management	Low $410K	$51M	126	17%
The Planning Group	High $1.1M	$280M	252	24%
Taurum Retirement Partners, LLC	High $1.1M	$140M	127	40%
Vector Financial Solutions, Inc.	Typical $510K	$64M	127	19%
Tandem Investment Partners, LLC	High $1M	$190M	191	19%
Financial Service Group Inc	High $1.1M	$210M	192	39%
Titan Capital Management	Typical $630K	$81M	129	13%
Wise Wealth Partners, LLC	High $1.2M	$150M	129	49%
DL Wealth Management Group	Very Low $0	$0	130	15%
Sevensuede Investment Advisor	Very Low $120K	$15M	130	8%
Harvard Avenue Investment Advisory	Low $430K	$57M	131	12%
Life Wise Planning Group LLC	Low $400K	$52M	131	11%
WE Alliance Wealth Advisors, Inc.	High $880K	$230M	265	11%
CPA Advisory Services, P.C.	Typical $560K	$76M	134	15%
Fjell Capital	High $890K	$180M	202	24%
Counterpoint Asset Management LLC	Low $340K	$91M	270	9%
Rise Private Wealth Advisors	Low $470K	$63M	135	20%
Bradley Wealth LLC	High $960K	$200M	204	25%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Williams & Novak Wealth Management, LLC	High $1.2M	$330M	275	39%
Legacy Investment Services, LLC	Very Low $160K	$44M	277	0%
ProFocus Incorporated	High $1.1M	$160M	139	33%
Cole Wealth Management, LLC	Typical $610K	$170M	280	18%
Luminvest Wealth Management LLC	Very High $2.8M	$400M	140	81%
Watch Guard Capital LLC	Typical $500K	$70M	141	13%
Eaton-Cambridge Inc.	Very High $1.6M	$440M	285	50%
Stapp Wealth Management, PLLC	Typical $670K	$150M	215	16%
Hanseatic Management Services Inc	Low $470K	$100M	216	35%
Intrinsic Wealth Counsel, Inc.	Very High $1.6M	$340M	216	52%
Stone Island Financial Planning	High $910K	$130M	147	81%
The Financial Team, Inc.	—	—	147	0%
APEX Wealth Advisors LLC	Low $390K	$87M	223	7%
Financial Life Planners	Typical $700K	$210M	298	23%
Redeem Wealth Management	Low $450K	$100M	224	16%
TFS Advisors, LLC	High $1M	$150M	151	43%
Sikorski Wealth Management, LLC	Typical $610K	$140M	227	16%
Capital Strategies Group, LLC	Low $430K	$99M	228	6%
Dynamic Wealth Advisors	Low $460K	$140M	304	12%
Arete Financial Solutions, LLC	Very Low $120K	$18M	154	3%
Mathies Financial Partners	Low $300K	$93M	308	5%
Rogue Advisors, LLC	Typical $520K	$80M	154	8%
Thunderbird Wealth Management, Inc.	Low $390K	$60M	155	19%
Peak Investment Solutions, LLC	High $920K	$72M	78	17%
Second 50 Financial	Very High $2.2M	$340M	156	46%
Concinnus Financial, Inc	Very Low $190K	$31M	158	5%
Foresee Wealth Advisors	High $890K	$140M	158	35%
McNaughton Wealth Management, LLC	High $1.2M	$290M	240	51%
Releve Financial Group	High $800K	$260M	321	27%
BlackLines Financial	Very Low $220K	$53M	244	22%
Hatree Advisory Group, LLC	Low $380K	$31M	82	17%
O'Brien Investment Management, LLC	Very High $1.5M	$250M	165	58%
Ensign Advisory Partners LLC	Low $330K	$81M	248	5%
Stewardship Financial	Low $330K	$83M	255	8%
Endeavor Advisors LLC	Very Low $120K	$43M	344	1%
Capital West Partners, LLC	Very High $1.7M	$300M	173	40%
Scottsdale Wealth Advisory LLC	Low $370K	$63M	173	6%
Babb Wealth Advisors LLC	Typical $600K	$210M	347	23%
Almega Wealth Management	Low $450K	$120M	261	14%
Quantumvest, Inc.	Very Low $230K	$40M	174	17%
AG Financial	Low $480K	$85M	175	7%
Unique Investment Advisors, LLC	—	—	175	0%
WorthWhile Wealth Council	Low $420K	$74M	176	8%
Vista Cima Wealth Management LLC	Typical $540K	$140M	266	12%
ATLAS Lifestyle Planning Group LLC	Low $400K	$73M	180	11%
Treiberg Wealth Management	High $1.2M	$320M	270	56%
Capital Wealth, LLC	Low $350K	$95M	272	4%
Sonmore Financial LLC	High $950K	$87M	91	27%
Urban Wealth Management or UWM	Typical $710K	$200M	275	19%
SKG Capital Advisors, LLC	Low $470K	$130M	277	13%
Applewhite & Buys Financial Advisors	High $830K	$150M	185	30%
Western Growers Financial Services, Inc.	Low $410K	$120M	281	9%
Integrated Financial Solutions, PLLC	Low $290K	$85M	289	24%
Financial Planning First, LLC	Low $370K	$110M	291	11%
The Ivy League Advisory Group, LLC	Very Low $180K	$35M	194	3%
Wealth For you Financial, LLC	Very Low $210K	$61M	292	5%
AIO Financial, LLC	High $1M	$200M	197	24%
Comprehensive Physicians Retirement Investing	Very Low $120K	$24M	197	1%
Future Bright	Very Low $180K	$73M	396	2%
Wealth Management Solutions	Very High $1.6M	$160M	99	54%
Fiduciary Capital, Inc.	Very Low $230K	$68M	298	11%
EPS Wealth Management	Very Low $120K	$38M	304	2%
Wilkinson Wealth Management, LLC	Typical $770K	$160M	203	26%
Red Mountain Financial Partners	Typical $690K	$210M	306	21%
Biltmore Wealth Management, LLC	Very High $1.4M	$430M	307	31%
Cascade Financial Strategies	Low $490K	$150M	307	13%
Global Investment Company	Very Low $150K	$15M	103	93%
Greystone Financial & Estate Services, Inc.	Typical $530K	$110M	207	16%
Boyle Capital	Typical $780K	$330M	418	21%
Templeton Financial Services Inc.	Very High $1.4M	$430M	315	100%
Finer Wealth Management, Inc.	Very High $1.4M	$290M	213	37%
Sunstone Financial	Low $410K	$89M	216	7%
T. Anton Investment House, Inc.	High $1.1M	$370M	328	38%
Pro Tax Financial Services, LLC	Very Low $140K	$15M	110	9%
Cooper Financial Investments, LLC	—	—	222	0%
MFA Wealth Services	Very High $1.3M	$290M	224	4%
Buttonwood Capital Management (BCM)	High $1.1M	$370M	340	31%
Lighthouse Financial Services Inc	High $1M	$460M	458	35%
Five Pine Wealth	Typical $540K	$190M	345	14%
Capital Wealth Alliance, LLC	High $860K	$300M	348	17%
Krueger Financial	Very Low $0	$0	350	14%
Premier Southwest Planning Group, LLC	Very Low $240K	$84M	353	12%
Schulz Financial Group	Low $330K	$110M	353	6%
Aim Capital	Very High $1.3M	$300M	236	57%
Torrey-Payne Wealth Management	Typical $780K	$180M	237	24%
M Wealth Management, LLC	Typical $500K	$180M	358	11%
Fleming Financial Services	Very Low $120K	$58M	478	74%
Allied Portfolio Management, Inc.	Very High $2M	$240M	121	31%
Investment Managers Group, LLC	Low $480K	$120M	244	25%
Winters Financial Group, Inc.	High $960K	$230M	244	29%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
Bridgeway Wealth Management, LLC	Typical $650K	$160M	248	48%
Embarcadero Capital Advisors, Inc.	Very Low $240K	$60M	250	10%
The Bottom Line Wealth Management Ltd.	Very Low $25K	$6.3M	250	0%
M&M Wealth Management, LLC	Low $330K	$83M	251	25%
StoneCrest Wealth Management, Inc	High $970K	$370M	385	29%
Hillspring Financial, Inc.	Typical $510K	$130M	260	11%
Schwan Financial Advisors, LLC	Very Low $0	$0	261	98%
Overson Advisory Group	Very Low $170K	$22M	131	2%
Atlas Financial Advisors, Inc.	Very Low $180K	$47M	266	6%
Wisdom Wealth Investment Advisors LLC	Typical $510K	$140M	270	15%
Wellspring Advisors, Inc.	Typical $560K	$150M	271	17%
Westmark Wealth Management	Very Low $240K	$130M	543	9%
Haas Financial, Inc.	Typical $710K	$98M	138	22%
3 Peaks Financial	Very Low $190K	$52M	280	5%
Summit Wealth Group, LLC	Typical $650K	$180M	282	20%
Midwest Financial Associates, Inc.	Low $400K	$110M	286	9%
Next Level Wealth Planning, LLC	Typical $560K	$320M	572	15%
Boulder Investment Group	Low $490K	$71M	144	24%
Kachkovsky & Fisher, Inc.	Typical $620K	$270M	439	28%
D & G Advisory Group, L.L.C.	Typical $650K	$190M	293	31%
Johnson Financial Advisors	High $1M	$300M	297	26%
Capstone Pacific Investment Strategies	Very Low $150K	$47M	302	7%
Roxie Webb Securities Management,Inc.	Low $380K	$120M	305	0%
Cadence Wealth Management, LLC	Typical $580K	$90M	156	26%
Olde Wealth Management, LLC	High $1.2M	$370M	313	28%
SharpePoint, LLC	Low $440K	$210M	479	13%
Burrus	Typical $750K	$240M	322	25%
Snowball Wealth Management	High $850K	$140M	162	17%
Wright Wealth Management Group	—	—	168	0%
Premiere Wealth Advisors, LLC	Very Low $140K	$50M	350	43%
Fiduciary Solutions LLC	Very Low $0	$0	563	14%
Carlson Wealth, LLC	Very Low $150K	$30M	191	8%
Graystone Partners Wealth Management, LLC	Typical $510K	$290M	581	27%
Acute Investment Advisory	Low $300K	$240M	787	8%
Bates Financial Advisors, Inc.	High $1.1M	$440M	397	33%
Cortez Wealth Management	Very Low $230K	$47M	204	10%
Brixton Capital Wealth Advisors, LLC	Low $260K	$210M	819	25%
Crown Point Wealth Advisors	Low $270K	$180M	653	19%
Vistamark Investments	Typical $730K	$320M	437	10%
Intermountain Wealth Management, Inc.	Very Low $170K	$77M	446	4%
Trademark Financial Management, LLC	Typical $640K	$290M	458	11%
Clarity Wealth Management, L.L.C.	Very Low $240K	$220M	927	8%
Retirement Evolutions Wealth Management LLC	Very Low $170K	$89M	517	4%
Prevail Wealth Management	High $990K	$260M	264	33%
Wall Capital Group, Inc.	Very Low $180K	$140M	794	4%
Immaculate Wealth Management, LLC	Very Low $240K	$140M	574	16%
Southwest Investment Advisors, Inc.	Low $330K	$380M	1,149	19%
Encompass Wealth Advisors, LLC	Low $360K	$460M	1,272	47%
Asia Pacific Financial Management Group, Inc.	Very Low $150K	$210M	1,417	3%
American Retirement Planning Group Inc	Low $270K	$220M	796	7%
Pento Portfolio Strategies, LLC	Low $270K	$240M	874	88%
WJ Wealth Management	Low $270K	$250M	907	7%
Lange Financial Group, LLC	—	—	462	0%
Redwood Coast Financial Partners	Very Low $150K	$150M	987	0%
Meixler Investment Management, Ltd.	Low $400K	$220M	561	7%
Amplify Financial, LLC	Very Low $140K	$230M	1,601	36%
Preston Investments	Very Low $78K	$200M	2,526	1%

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