AUM per client for Supported firms serving clients in California

Supported firms active in California 1,435 firms

Very Low $150K-$410K

Low $410K-$710K

Typical $710K-$1.1M

High $1.1M-$1.7M

Very High $1.7M-$3.8M

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

Median: $880K

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Firm	AUM/client	AUM	Clients	HNW client %
Sierra Asset Management	Low $470K	$400M	849	13%
Kanani Advisory Group Inc.	Low $480K	$280M	589	10%
Meixler Investment Management, Ltd.	Very Low $400K	$220M	561	7%
Superior Planning Wealth Management & Family Office	Low $680K	$340M	509	15%
Oliveira Wealth	Very Low $270K	$270M	988	15%
Redwood Coast Financial Partners	Very Low $150K	$150M	987	0%
Private Wealth Advisors	Low $490K	$440M	890	10%
Elite Financial, Inc.	Low $620K	$270M	439	17%
Pento Portfolio Strategies, LLC	Very Low $270K	$240M	874	88%
Attentive Investments, LLC	Low $460K	$200M	430	10%
Ring Mountain Capital, LLC	Low $520K	$220M	426	12%
American Retirement Planning Group Inc	Very Low $270K	$220M	796	7%
Asia Pacific Financial Management Group, Inc.	Very Low $150K	$210M	1,417	3%
Arroyo Investment Group, LLC	Typical $950K	$320M	335	29%
Lonestar Registered Investment Advisors, PLLC	Very Low $250K	$270M	991	4%
Encompass Wealth Advisors, LLC	Very Low $360K	$460M	1,272	47%
Equanimity Financial Partners	Very Low $240K	$150M	636	6%
Money Script Wealth Management, PLLC	Very Low $310K	$96M	310	10%
Ivanoff Wealth Management Inc.	Very Low $280K	$170M	618	2%
True Wave Wealth Planners	Low $440K	$400M	922	29%
Simplifi, Inc.	Typical $920K	$280M	301	26%
Fisher & Wiens Wealth Management, LLC	Typical $830K	$250M	300	51%
RHM Capital Management, Inc.	Very Low $86K	$25M	292	7%
In Touch Financial Services	Very Low $250K	$72M	290	6%
Southwest Investment Advisors, Inc.	Very Low $330K	$380M	1,149	19%
Dai Advisors	High $1.2M	$330M	285	100%
APS Investment Management Group	Very Low $350K	$200M	557	10%
Sanchez Gaunt Capital Management, LLC	Very Low $340K	$290M	830	14%
Claremont Financial Group,Inc.	Low $510K	$140M	275	13%
Heron Finance	Very Low $140K	$38M	272	0%
WFA of San Diego	Typical $780K	$200M	260	34%
Altitude Wealth Management, LLC	Very Low $220K	$110M	502	4%
Fairchild Financial Advisors, Inc.	Low $520K	$130M	247	14%
Fidelis IM	Typical $900K	$220M	246	26%
Calabasas Advisory Group, LLC	Low $510K	$250M	488	32%
Challenger Wealth Management	Typical $1M	$250M	238	37%
Cogent Independent Advisors, Inc.	Low $470K	$110M	238	38%
Pacific Financial Strategies, Inc.	Very Low $280K	$200M	713	16%
Des Moines Investments, LLC	Very Low $350K	$250M	700	11%
HF Advisory Group, LLC	Low $700K	$320M	460	22%
Trademark Financial Management, LLC	Low $640K	$290M	458	11%
Vista Advisor Group, LLC	Low $450K	$310M	686	12%
Solano Wealth Advisors	Low $700K	$320M	456	43%
Ark Wealth Advisors, LLC	Low $530K	$120M	221	22%
Abra Capital Management, LP	Low $630K	$140M	220	100%
Acumen Financial Advisors, LLC	Very High $2.1M	$470M	220	61%
Cerda Munoz Advisors, Inc.	Very Low $400K	$260M	659	19%
X Advisors, LLC	Very Low $350K	$230M	659	8%
Stock Management LLC	Very Low $320K	$140M	439	18%
Crown Point Wealth Advisors	Very Low $270K	$180M	653	19%
Hewell Financial Group, Inc.	High $1.5M	$320M	217	42%
Copperline Wealth Management & Planning	Very Low $290K	$120M	430	28%
Ciovacco Capital Management	Typical $960K	$210M	214	69%
The Chartist	Very Low $400K	$170M	426	0%
RBA Wealth Management, LLC	Typical $1M	$430M	421	30%
Clay Northam Wealth Management	Typical $850K	$350M	420	26%
Pacific Park Financial, Inc.	Typical $1M	$220M	209	33%
Blom & Howell Financial Planning, Inc.	Very Low $370K	$160M	417	12%
Capital Preservation Partners, Inc.	Low $530K	$220M	417	15%
Borabond, LLC	Very Low $400	$83K	207	0%
Financial Avengers, Inc.	Very High $2.4M	$490M	206	64%
Align Wealth Advisors	Low $490K	$100M	205	0%
Brixton Capital Wealth Advisors, LLC	Very Low $260K	$210M	819	25%
Integrity Wealth Advisors, LLC	Very Low $310K	$260M	818	22%
RLB Financial	Very Low $290K	$170M	607	4%
Miller Financial Services, Inc.	Low $640K	$130M	200	0%
The Pension Group	Very Low $300K	$180M	599	2%
Classic Financial	Low $700K	$140M	199	22%
Bates Financial Advisors, Inc.	High $1.1M	$440M	397	33%
Wealthguard Advisors, Inc.	Low $430K	$170M	390	12%
Welch Investment Group, LLC	Low $640K	$250M	387	17%
Auspicious Financial Planning, LLC	High $1.4M	$280M	193	44%
Ted Buchan & Company	Typical $1.1M	$410M	383	28%
Cherry Creek Investment Advisors Inc	Typical $920K	$350M	381	24%
Fiduciary Solutions LLC	Very Low $0	$0	563	14%
Ostrofe Financial Consultants Inc	Low $650K	$360M	557	26%
Bernzott Capital Advisors	Typical $1.1M	$200M	184	79%
Longevity Capital Management	Typical $780K	$140M	182	91%
Kondo Wealth Advisors, Inc	Typical $990K	$360M	362	33%
Bard Associates Inc	Very High $2.2M	$400M	180	52%
January Capital Advisors LLC	Typical $920K	$170M	180	25%
Round Hill Asset Management Inc	High $1.2M	$210M	180	39%
Ebert Capital Management Inc.	Low $620K	$110M	178	3%
Endurance Financial Planning, LLC	Very Low $140K	$100M	708	5%
Abound Financial	Typical $790K	$410M	525	26%
Asti Financial Management	—	—	350	14%
CPR Financial & Insurance Services, Inc.	Very Low $130K	$89M	696	2%
Chokshi & Queen Wealth Advisors	Very Low $370K	$250M	678	0%
Slaten Wealth Management	Very Low $220K	$36M	167	0%
Bell & Brown Wealth Advisors, LLC	Typical $960K	$480M	500	30%
Pacific Capital Associates	Low $510K	$260M	497	83%
Evermont Wealth	Low $670K	$330M	496	18%
Shaker Financial Services	Typical $870K	$290M	329	31%
Intirety, LLC	Very Low $150K	$96M	650	3%
Snowball Wealth Management	Typical $850K	$140M	162	17%
Gordon Carlson & Associates	Very Low $240K	$78M	323	40%
Spectrum Wealth Advisory Group, LLC	Low $650K	$420M	646	35%
My Portfolio Guide, LLC	Low $640K	$200M	315	40%
ATS Wealth Management	Typical $810K	$380M	471	51%
Lake Tahoe Wealth Management, Inc.	Typical $910K	$290M	314	35%
Brook Capital	Low $450K	$280M	626	11%
Grattan Financial Strategies, Inc.	High $1.1M	$350M	313	9%
JPC Wealth Management, Inc.	Very High $2M	$310M	155	55%
Pinnacle Wealth Management, LLC	Low $460K	$210M	458	14%
The Clark Group Asset Management	Typical $740K	$340M	458	38%
Capstone Pacific Investment Strategies	Very Low $150K	$47M	302	7%
Entruity Wealth, LLC	Low $540K	$160M	302	24%
Connect Financial Advisors	Very Low $140K	$63M	452	2%
Hofer & Associates Wealth Management	Typical $720K	$220M	300	18%
Moore Financial Strategies, LLC	—	—	300	0%
P/E Capital Investments	Very Low $67K	$10M	150	17%
Timmons Wealth Management	High $1.2M	$180M	150	40%
Flagship Private Wealth	Typical $730K	$430M	597	45%
von Adelung Wealth Management	Very Low $280K	$84M	296	4%
Wordhouse Wealth Coaching	—	—	293	0%
Kachkovsky & Fisher, Inc.	Low $620K	$270M	439	28%
Athena Wealth Management, LLC	High $1.2M	$170M	144	42%
Stirling Financial Group	Low $590K	$170M	288	34%
Wood Tarver Financial	Typical $800K	$460M	575	26%
Jeffery C. Welch and Associates, Inc.	Very Low $97K	$28M	287	3%
NRI Wealth Management, LLC	Typical $1.1M	$300M	287	64%
Wolfgang Capital	Very Low $300K	$130M	430	13%
Next Level Wealth Planning, LLC	Low $560K	$320M	572	15%
Wimmer Associates LLC	Very High $3.2M	$460M	143	78%
Tumwater Wealth Management, LLC	High $1.1M	$320M	284	40%
Greystone Financial Group, LLC	Typical $840K	$480M	566	26%
Summit Wealth Group, LLC	Low $650K	$180M	282	20%
Fischer Investment Strategies, LLC	Low $600K	$250M	418	21%
Hatfield Insurance & Financial Services, Inc.	Low $650K	$91M	139	13%
Stone Steps Financial, LLC	Typical $1.1M	$150M	138	38%
Pearl Wealth Group	Very Low $380K	$100M	273	8%
Hansen & Associates Financial Group Inc.	Very Low $370K	$200M	545	11%
WWM Financial	Low $660K	$360M	545	19%
Fonte Financial Advisors	High $1.2M	$160M	135	56%
Wisdom Wealth Investment Advisors LLC	Low $510K	$140M	270	15%
Hardworking Capital Advisors, LLC	Typical $710K	$190M	269	20%
Vienna Asset Management LLC	Very High $1.9M	$260M	134	100%
Trendscast Financial LLC	Very Low $94K	$25M	267	4%
TruFinancial Registered Investment Advisory Services, Inc	Very Low $160K	$44M	267	3%
Advisifi LLC	Very Low $5.7K	$750K	133	0%
Atlas Financial Advisors, Inc.	Very Low $180K	$47M	266	6%
Favor Wealth Advisors, LLC	Low $670K	$89M	133	24%
Lederer & Associates Investment Counsel	High $1.5M	$210M	133	66%
Wealth Alliance, LLC	Very Low $240K	$70M	172	8%
Laguna Financial Advisory	Very Low $350K	$94M	265	15%
5 Talents Advisors, Inc	Very Low $200K	$54M	264	9%
Applied Capital	Low $600K	$160M	264	29%
Platinum Wealth Management, Inc.	Low $510K	$67M	132	13%
Stites Financial Consulting	Low $490K	$130M	264	28%
Hesen & Haslam	Typical $950K	$250M	261	25%
Retirement Capital Strategies, Inc.	High $1.1M	$300M	261	25%
Private Portfolios, Inc.	High $1.1M	$290M	259	32%
International Private Wealth Advisors LLC	Low $580K	$220M	384	11%
Neu Wealth Group	Very High $2.2M	$280M	128	30%
Tate Private Wealth Advisers	High $1.7M	$220M	128	56%
Digital Asset Investment Management	Very Low $310K	$80M	255	9%
Pampel & Associates, Inc.	Very Low $360K	$93M	255	13%
Pacific Sun Financial Corp	Typical $760K	$290M	382	33%
BrightPath Wealth Planning, LLC	High $1.6M	$200M	127	50%
Ginsberg Financial Strategies	Low $590K	$75M	127	20%
Reshape Wealth	Very High $1.8M	$230M	127	69%
Goldman Lancaster, Inc.	Typical $880K	$330M	380	22%
Mosaic FI LLC	Low $450K	$110M	253	62%
Scott Marsh Financial, LLC	High $1.2M	$310M	253	37%
Beta Wealth Group, Inc	High $1.2M	$450M	378	43%
Sterling Retirement Group of Sacramento	Low $470K	$240M	503	13%
M Premier Partners	Typical $1M	$250M	251	31%
Embarcadero Capital Advisors, Inc.	Very Low $240K	$60M	250	10%
Farah Private Wealth Management, Inc	Typical $830K	$100M	125	18%
Long Island Wealth Management, Inc.	Very High $2.3M	$290M	125	56%
Srs Wealth Mangement	—	—	250	0%
Wealth & Tax Planners LLC	Very Low $300K	$75M	250	40%
Baroldi Wood Mance Financial Advisors, LLC	Very Low $180K	$44M	249	18%
Jasmijn Capital Management, LLC	Very Low $290K	$71M	249	0%
Mark Smith Financial Services, Inc.	Typical $840K	$100M	124	40%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
Investment Managers Group, LLC	Low $480K	$120M	244	25%
Madrid Retirement Advisors	Typical $760K	$180M	244	100%
Winters Financial Group, Inc.	Typical $960K	$230M	244	29%
True North Retirement Advisors, LLC	High $1.1M	$420M	365	34%
Phillip B. White Co., Inc	High $1.3M	$310M	243	42%
Florin Pensions LLC	—	—	485	0%
Greykasell Wealth Strategies, Inc.	Very High $3.5M	$420M	121	69%
Altum Wealth Advisors	Low $510K	$120M	240	24%
Orcam Financial Group, LLC	Very High $2M	$240M	120	100%
M Wealth Management, LLC	Low $500K	$180M	358	11%
Peak Wealth Advisors, Inc.	Very Low $410K	$98M	238	25%
The Lynd Group Advisors, LLC	—	—	357	0%
Carbahal Olsen Financial Services Group LLC	Typical $1.1M	$250M	237	21%
Torrey-Payne Wealth Management	Typical $780K	$180M	237	24%
Petix & Botte Financial	Typical $860K	$410M	473	55%
Much Wealth Management, Inc.	Very Low $310K	$37M	118	30%
Private Financial Counseling	Typical $1.1M	$260M	236	23%
SkyOak Capital, Inc.	Typical $810K	$190M	236	19%
Wealth Compass Financial, Inc.	Low $480K	$110M	236	16%
Premier Southwest Planning Group, LLC	Very Low $240K	$84M	353	12%
Schulz Financial Group	Very Low $330K	$110M	353	6%
Evart, Young & Hobbs Investment Management	Typical $990K	$230M	235	29%
Bingham Private Wealth, LLC	Very High $1.9M	$220M	117	49%
Gallagher Wealth Management	Typical $1.1M	$120M	117	37%
Keymark Financial	Very Low $340K	$40M	117	10%
Reed Capital Management, LLC	Low $460K	$54M	117	27%
Hurley Financial Group, Inc.	Typical $860K	$400M	467	29%
Mestmaker & Petrey Wealth Advisors	Very Low $370K	$130M	348	7%
Millennium Investment Services	High $1.1M	$130M	116	62%
Sheridan Capital Management, LLC	Very High $1.9M	$220M	116	47%
Integrity Wealth Partners, LLC	Typical $830K	$190M	231	18%
Beyond Financial Services	High $1.5M	$170M	115	50%
Five Pine Wealth	Low $540K	$190M	345	14%
Timbuktu Capital Management, LLC	Typical $820K	$94M	115	41%
Lighthouse Financial Services Inc	Typical $1M	$460M	458	35%
OneSource Wealth Management	Low $630K	$150M	229	19%
Sun Group Wealth Partners LLC	Low $620K	$210M	341	45%
Attivo Legacy Advisors, LLC	Very Low $88K	$10M	113	3%
Clearview Wealth Management	Low $480K	$160M	339	28%
Envision Capital Management Inc	High $1.5M	$330M	226	100%
Lavish Financial Planning	Very Low $160K	$35M	225	47%
Royal American Financial Advisors, LLC	Low $440K	$99M	225	6%
Your Private Client Group, Inc.	Typical $1M	$230M	225	28%
Altura Wealth Advisors Inc.	Low $560K	$250M	448	15%
BCD Advisors	Very Low $120K	$52M	448	8%
Capital Financial Management	Low $620K	$69M	112	19%
MFA Wealth Services	High $1.3M	$290M	224	4%
Schmitz Capital Partners, LLC	Low $590K	$130M	223	93%
TABR Capital Management, LLC	Typical $1.1M	$240M	223	40%
Castle Wealth Planning	Very High $1.8M	$200M	111	49%
Madrone Investment Advisory, LLC	Very High $2.2M	$240M	111	53%
O'Connor Wealth Management, Inc.	Typical $800K	$180M	221	32%
Vantage Financial Group	Very Low $260K	$120M	441	25%
CASILIO LEITCH INVESTMENTS	High $1.2M	$260M	220	0%
Mine & Arao Wealth Creation and Management, LLC	High $1.5M	$330M	220	50%
Baybridge Capital Group, LLC	Typical $880K	$190M	219	25%
Sonoma Allocations	Typical $1M	$340M	328	58%
Bernard Wealth Management Corp.	Typical $890K	$290M	327	35%
McCarthy Asset Management, Inc.	Very High $1.9M	$420M	218	78%
Giving Tree Wealth Advisors	Low $550K	$120M	216	22%
Xantos Labs, LLC	Very Low $12K	$1.2M	108	4%
Westend Capital Management, LLC.	High $1.3M	$430M	323	49%
Benson Wealth Management, Inc.	Low $540K	$120M	215	7%
Newbury Capital Management, LLC	Very Low $340K	$150M	430	20%
ETF Portfolio Partners, Inc.	Typical $980K	$420M	429	25%
Fifr	Very Low $320K	$68M	214	6%
FOX & HOLLAND INVESTING LLC	Very Low $250K	$53M	214	5%
The Blakeley Group Inc	Typical $900K	$96M	107	22%
Oxford Chase Advisors LLC	Very Low $280K	$90M	320	14%
Pacific Excel Wealth Advisors, Inc.	Typical $1M	$110M	106	39%
Live Oak Investment Partners	Low $670K	$210M	317	21%
Graetz Wealth	Low $470K	$150M	316	16%
Act Advisors	High $1.1M	$480M	420	30%
Templeton Financial Services Inc.	High $1.4M	$430M	315	100%
Authentikos Wealth Advisory LLC	Low $440K	$180M	419	10%
AllPoint Financial Group	Very Low $260K	$110M	418	32%
Stonebridge Capital Management Inc	High $1.2M	$260M	209	38%
New Perspectives, Inc.	Typical $730K	$300M	414	22%
FamilyWealth Asset Management	Very Low $300K	$120M	413	7%
Cairn Investment Group	High $1.2M	$380M	309	39%
Global Investment Company	Very Low $150K	$15M	103	93%
Atlantic Investments A Registered Investment Advisor, Inc	—	—	205	0%
Blueprint Investments and Tax Planning	Very Low $120K	$24M	205	0%
Integrated Planning & Investments	Low $490K	$100M	205	22%
Cascade Financial Strategies	Low $490K	$150M	307	13%
Wealthspring	Typical $890K	$360M	409	25%
Centurion Financial Strategies LLC	Typical $750K	$77M	102	44%
RBP Investment Advisors Inc.	High $1.7M	$170M	102	58%
Red Mountain Financial Partners	Low $690K	$210M	306	21%
Stewardship Wealth Management Solutions	Typical $730K	$150M	204	22%
Clearwave Capital	Typical $990K	$300M	305	24%
Great Gable Wealth Management, LLC	Typical $730K	$220M	301	22%
Mission Hills Financial Advisory LLC	Typical $910K	$270M	301	36%
Horowitz & Company, Inc.	Low $680K	$140M	199	21%
Alchemy Wealth Management	Very Low $310K	$62M	198	7%
Arrow Wealth Advisors	Low $530K	$110M	198	22%
Dachtler Wealth Advisors, LLC	Low $610K	$120M	198	32%
Law & Associates Inc	Typical $1.1M	$320M	297	18%
Wealth Management Solutions	High $1.6M	$160M	99	54%
Alpha Solutions Investment Advisors	Typical $910K	$360M	395	59%
Ticino Wealth	High $1.4M	$400M	296	40%
AIO Financial, LLC	Typical $1M	$200M	197	24%
Prospettiva Financial	Very Low $380K	$110M	294	85%
Tiemann Investment Advisors, LLC	Very High $3.5M	$340M	98	70%
Lake Avenue Financial LLC	Low $490K	$140M	293	12%
Athena Investment Management	Very High $2.9M	$280M	97	53%
Financial Planning First, LLC	Very Low $370K	$110M	291	11%
Mosher Financial Advisors LLC	—	—	290	50%
Sierra Pacific Private Wealth, LLC	Typical $820K	$240M	290	87%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Right Brain Money	Low $590K	$57M	96	66%
Cedarstone Advisors	Typical $1M	$200M	191	51%
Hippocratic Financial Advisors	Low $600K	$230M	382	16%
Silicon Beach Wealth, LLC	Typical $1M	$190M	191	23%
Summit Wealth Management Group, Inc.	Low $650K	$250M	380	52%
Duet Advisory Services LLC	High $1.1M	$310M	282	35%
Pring Turner	High $1.3M	$250M	188	36%
Western Growers Financial Services, Inc.	Very Low $410K	$120M	281	9%
MKT Advisors LLC	High $1.2M	$440M	374	37%
Global Financial Advisory Services, Inc.	Typical $820K	$230M	280	23%
Certified Planners, Inc.	Typical $1.1M	$200M	186	32%
Prestige Wealthwide, LLC	Typical $1.1M	$200M	186	32%
An Exceptional Life Financial, LLC	Low $690K	$260M	370	14%
Hunt Wealth Management	Low $590K	$110M	185	16%
SKG Capital Advisors, LLC	Low $470K	$130M	277	13%
No-Load Asset Management	Typical $730K	$67M	92	21%
The Private Investment Group, Inc.	Typical $970K	$180M	184	23%
Urban Wealth Management or UWM	Typical $710K	$200M	275	19%
Prattes Wealth Partners	High $1.7M	$160M	91	46%
Capital Wealth, LLC	Very Low $350K	$95M	272	4%
Lifelong Wealth Management Group, LLC	Low $650K	$120M	181	17%
ATLAS Lifestyle Planning Group LLC	Very Low $400K	$73M	180	11%
Financial Planning for Generations, Inc.	Very Low $0	$0	90	83%
Gasber Financial Advisors, Inc	Typical $940K	$170M	180	34%
Transcend Advisor Group, LLC	Low $700K	$250M	360	17%
Giverny Capital Advisors	Very High $1.8M	$330M	179	54%
Breen Wealth Management, LLC	Very High $1.8M	$320M	178	57%
Moffatt Financial Strategies	Low $650K	$120M	178	21%
Nerad + Deppe Wealth Management	Typical $1M	$180M	177	42%
Tortuga Wealth Management	Low $630K	$220M	354	100%
Stephenson and Company, Inc.	High $1.7M	$440M	265	50%
Capital Management Advisor Group, LLC	Very High $2.7M	$230M	88	57%
Sackett Wealth Advisors, Inc.	Low $450K	$200M	440	13%
Rice Financial Consulting, Inc.	Typical $770K	$270M	351	19%
Dove Investment Research and Management, Inc.	Low $580K	$100M	175	54%
MainStreet Financial Planning, Inc.	—	—	350	0%
Unique Investment Advisors, LLC	—	—	175	0%
RCA Wealth Strategies LLC	Very Low $230K	$61M	262	4%
Impact Fiduciary LLC	Typical $730K	$130M	174	43%
Quantumvest, Inc.	Very Low $230K	$40M	174	17%
Stash Wealth, LLC	Very Low $300K	$52M	174	0%
Wallace Advisory Group, LLC	Very High $3.1M	$270M	87	40%
56 Capital Partners, Ltd	Very Low $320K	$82M	260	14%
Sensible Portfolios, LLC	High $1.1M	$190M	173	59%
Sierra Financial Advisory	Typical $790K	$140M	173	26%
Alessandra Capital Management, LLC	Typical $850K	$150M	172	51%
Blossom Wealth Management, LLC	High $1.4M	$360M	258	20%
Endeavor Advisors LLC	Very Low $120K	$43M	344	1%
Mason Financial Services	Low $600K	$51M	86	10%
Insight Capital Management	Typical $960K	$330M	343	42%
IDB Lido Wealth, LLC	Very High $2.1M	$350M	171	89%
NWM Advisors, LLC	High $1.7M	$290M	171	73%
Pacific Financial Planners, LLC	Low $490K	$84M	171	9%
Bowers Wealth Management, Inc.	High $1.7M	$290M	170	48%
Her Personal Finance	—	—	85	0%
Mainstream Capital Management	High $1.3M	$220M	170	35%
Stewardship Financial	Very Low $330K	$83M	255	8%
Triple Summit Advisors, LLC	Low $620K	$100M	169	21%
Lewis Financial, LLC	Low $520K	$130M	253	23%
Measured Financial	Very Low $270K	$67M	253	32%
Ketron Financial LLC	High $1.5M	$380M	252	34%
Klein Pavlis & Peasley Financial, Inc.	Low $690K	$230M	336	18%
Pursuit Wealth Management	Very Low $190K	$32M	168	8%
Krane Financial Solutions	High $1.5M	$250M	167	39%
MacFarlane Investors	Very Low $44K	$7.4M	167	0%
TWM Wealth Management Corp	Low $530K	$89M	167	16%
Entrust Investment Services, Inc	Typical $840K	$140M	166	27%
Hamilton Manor & Associates	Typical $1M	$170M	166	34%
Merino Wealth Management	Low $560K	$47M	83	13%
McGinn Penninger Investment Management Inc.	Very Low $360K	$120M	331	100%
Carlsbad Wealth Advisory Group, Inc.	Typical $960K	$240M	248	32%
Ensign Advisory Partners LLC	Very Low $330K	$81M	248	5%
Kennedy Wealth Management, LLC	—	—	165	0%
O'Brien Investment Management, LLC	High $1.5M	$250M	165	58%
Vine Capital Management, LLC	Typical $1M	$170M	165	36%
RAI Wealth Management	Low $630K	$160M	247	15%
Sagent Wealth Management	High $1.2M	$100M	82	51%
True Wealth Group	Typical $910K	$150M	164	48%
Provident Living Financial Services	Low $600K	$150M	245	25%
Centered Financial	Low $440K	$72M	163	10%
BlackLines Financial	Very Low $220K	$53M	244	22%
Crafted Finance, LLC	Low $480K	$78M	162	48%
LodeStar Advisory Group, LLC	Low $570K	$92M	162	21%
Summit Investment Management, Ltd.	Low $520K	$84M	162	4%
Financial Security Services Group, Inc.	Very Low $260K	$83M	323	13%
Darrow Wealth Group	Very Low $110K	$17M	161	0%
Kotys Wealth Professionals	Typical $870K	$280M	321	36%
Releve Financial Group	Typical $800K	$260M	321	27%
Shum Financial Group, Inc.	Typical $960K	$310M	321	38%
Eagle Investors LLC	Very Low $0	$0	240	0%
Koa Wealth Management, LLC	High $1.6M	$250M	160	39%
McNaughton Wealth Management, LLC	High $1.2M	$290M	240	51%
Apple & Associates	Low $550K	$130M	239	17%
Garritt Financial Solutions LLC	Very Low $99K	$16M	159	0%
Qualified Planning	Very Low $280K	$45M	159	0%
Portfolio Advisors, Inc.	Typical $1.1M	$260M	238	34%
Dobson Asset Management	High $1.4M	$220M	158	51%
Harold Davidson & Associates, Inc	High $1.5M	$360M	237	32%
Investment Growth Management, Inc.	Low $630K	$49M	79	24%
Prudent Financial Planning	Very Low $220K	$17M	79	18%
Cane Capital Partners, LLC	Typical $850K	$270M	315	35%
Pivotal Wealth and Tax	Very Low $53K	$17M	314	2%
Blue Marble Investments	Typical $760K	$190M	238	21%
Inman Financial Services, Inc.	Typical $820K	$190M	234	28%
Investment Counselors of Redlands LLC	Low $630K	$99M	156	14%
Peak Investment Solutions, LLC	Typical $920K	$72M	78	17%
Second 50 Financial	Very High $2.2M	$340M	156	46%
Twenty Twenty Investment Advisors, LLC	Very Low $370K	$110M	312	7%
Davidson Kahn Capital Management, LLC	High $1.7M	$400M	233	72%
MHS Advisory Services, LLC	Typical $820K	$250M	310	23%
Navigoe, LLC	Very High $2.6M	$400M	155	61%
Noble Wealth Management, Inc.	Typical $960K	$220M	232	15%
Archvest Wealth Advisors, Inc.	High $1.2M	$360M	308	56%
Bridgeview Capital Advisors, Inc.	Low $540K	$84M	154	24%
Capital Trust Advisors	Very High $1.7M	$400M	231	48%
LymanWealth LLC	Very Low $70K	$16M	231	0%
Blue Summit Wealth Management	Typical $930K	$210M	228	43%
Cherrydale Wealth Management, LLC	Very High $6.5M	$500M	76	100%
Fairbanks Capital Management, Inc.	Typical $890K	$200M	228	78%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Wilson Financial Advisors, LLC	Very Low $57K	$8.6M	152	0%
Waystone Advisors LLC	Low $590K	$180M	303	15%
Seneschal Family Office	High $1.3M	$300M	227	39%
Sikorski Wealth Management, LLC	Low $610K	$140M	227	16%
The Foundation Investment Group	Very High $1.9M	$290M	151	72%
Wealth Management Advisors RIA, Inc.	Typical $760K	$120M	151	20%
Boyer Financial Services, Inc.	Typical $720K	$160M	226	29%
The William Allan Corporation	Typical $890K	$200M	226	29%
Enduring Wealth Advisors	Low $540K	$120M	225	15%
Gebhardt Group, Inc	High $1.4M	$320M	225	43%
Kaizen Financial Advisors, LLC	Very High $1.7M	$260M	150	53%
Pavion Blue Capital, LLC	Very High $2.7M	$410M	150	88%
Roman Retirement Planning, LLC	Low $440K	$66M	150	13%
Spectrum Financial Management	Very High $1.9M	$280M	150	62%
ProCore Advisors, LLC	Low $590K	$130M	224	13%
Arrowhead Wealth Management Corp.	Very Low $210K	$31M	149	0%
Financial Life Planners	Low $700K	$210M	298	23%
APEX Wealth Advisors LLC	Very Low $390K	$87M	223	7%
Topel & Distasi Wealth Management, LLC	High $1.3M	$300M	223	47%
Briggs Financial Inc.	Very Low $350K	$52M	148	9%
Gilman Harris Travioli Slover Accountancy Corporation	Low $460K	$34M	74	65%
UP Capital Management, Inc.	Typical $890K	$130M	148	29%
The Financial Team, Inc.	—	—	147	0%
Zephyr Wealth Management	Typical $820K	$180M	220	21%
Golden Bay Advisors LLC	Typical $1M	$150M	146	15%
Malaga Cove Capital, LLC	High $1.3M	$290M	218	24%
Tier One Wealth Management	Low $690K	$150M	218	28%
InvestLinc Wealth Services	Typical $720K	$100M	145	26%
Morris Wealth Management	Low $430K	$63M	145	17%
Ares Financial Consulting LLC	Typical $840K	$240M	289	16%
Capital Financial Advisors of New York, LLC	Very High $1.8M	$260M	144	60%
COPIA Wealth Management	Low $540K	$150M	288	20%
Decamilla Capital Management LLC	Typical $1.1M	$150M	144	23%
Fineberg Financial Management LLC	Low $540K	$39M	72	79%
Garabedian Wealth Management Group	Low $440K	$32M	72	13%
Hanseatic Management Services Inc	Low $470K	$100M	216	35%
Intrinsic Wealth Counsel, Inc.	High $1.6M	$340M	216	52%
Kelley Investments	High $1.1M	$240M	216	23%
Laguna Wealth Advisors, LLC	Low $540K	$150M	288	16%
Position Wealth	High $1.1M	$240M	215	34%
Amara Financial, LLC	High $1.7M	$250M	143	41%
Edward Haro Financial, LLC	Very Low $120K	$17M	143	7%
Martin Capital Partners, LLC	Low $680K	$200M	286	12%
Mogul Wealth Management, Inc.	Very Low $390K	$56M	143	1%

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