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 %
Afh Asset Management, Inc.	—	—	—	—
Aladino Financial Services, Inc.	—	—	—	—
Alders Financial Solutions	—	—	—	—
Altitude Financial Planning	—	$0	—	—
AmeriVet Securities, Inc.	—	—	—	—
API Capital, LLC	—	$4M	—	—
Atlas Grove Capital LLC	—	—	—	—
Castle Group Investment Counsel, Inc.	—	$0	—	—
Chaos Solved, Inc.	—	$0	—	—
Clarity Wealth Partners	—	—	—	—
ClassicCPA	—	—	—	—
Eagle Equity Holdings, LLC	—	—	—	—
Earnings Investment Co.	—	—	—	—
Exceptional Wealth & Family Office	—	—	—	—
Exemplar Wealth Advisors, LLC	—	$0	—	—
Financial Planning Consultants, LLC	—	—	—	—
Financial Synergistics Group, Inc.	—	—	—	—
Full Focus Capital Management	—	$0	—	—
Gebhart & Associates, Inc.	—	—	—	—
Global Predictions Inc	—	$0	—	—
Grantd Wealth, Inc.	—	—	—	—
Greystone Wealth Management LLC	—	—	—	—
Guanill Wealth Management	—	—	—	—
Guide My Finances	—	—	—	—
Hastie Financial Group	—	—	—	—
Insight Financial Advisors	—	$0	—	—
Jensen Capital Asset Management	—	—	—	—
Kolb Wealth Management, LLC	—	—	—	—
Kramer Investment Advisors, Inc.	—	—	—	—
Leges Wealth Management LLC	—	—	—	—
Meredith Dekker Financial Services, LLC	—	$0	—	—
MMM Capital Ventures	—	$0	—	—
Money & Clarity	—	—	—	—
Money Strategies, Inc.	—	—	—	—
Nevada Retirement Planners, LLC	—	$0	—	—
NorthWoods Financial Partners LLC	—	—	—	—
Onward Advisors LLC	—	$0	—	—
Penmar Wealth Management LLC	—	—	—	—
Pinnacle Capital Advisors	—	—	—	—
Prosperent Capital, LLC	—	$2M	—	—
Pruvise	—	$100K	—	—
ScholarDog	—	$0	—	—
Scottsdale Capital Advisors Corp	—	—	—	—
Shah Wealth Advisors	—	—	—	—
Sutter Capital Partners, LLC	—	—	—	—
Waypoint West	—	—	—	—
WBB Securities, LLC	—	$0	—	—
World Capital Management	—	$450K	—	—
Xinde Asset Management Limited	—	$0	—	—
Leyland Cypress, LLC	Very Low $400K	$400K	1	0%
Pacrim Advisory Services	—	—	1	0%
SharMarc Financial Advisors, Inc.	Very Low $0	$0	1	0%
Financial Planning Consultants	—	—	2	0%
FHWV Financial LLC	Very Low $260K	$1M	4	50%
Antigravity Investments	Very Low $17K	$35K	2	0%
Dauntless Advisory, LLC	Typical $870K	$2.6M	3	100%
DHL Wealth Management LLC	Very High $1.9M	$7.5M	4	50%
Essex Advisory	Very High $3.9M	$7.8M	2	0%
Farm and Community Advisory	Low $480K	$1.4M	3	100%
Five Stone Capital, LLC	Very Low $230K	$450K	2	50%
Vanda Research Corp	—	—	2	100%
Callahan & Callahan Asset Management, Inc.	Very Low $370K	$1.1M	3	100%
Capital Intelligence Advisors, Inc.	—	—	3	0%
Your Path Financial LLC	Typical $820K	$2.4M	3	100%
Oak Tree Securities, Inc.	Typical $740K	$3.7M	5	0%
Osage Pacific Advisors, Inc.	Very Low $180K	$900K	5	0%
Douglas Capital Advisors	Very Low $25K	$100K	4	0%
Fort Ross Capital Management, LLC	Typical $1M	$4M	4	100%
Investment Management Solutions, Inc.	Very Low $3.4K	$14K	4	0%
Kun Lun Development Corporation	High $1.7M	$6.6M	4	100%
Polestar Capital LLC	Very Low $280K	$1.1M	4	100%
Ambastha Financial LLC	High $1.2M	$5.9M	5	100%
Evolution Global Advisors, LLC	Very Low $400K	$2M	5	100%
Molano Wealth Management	Very Low $160K	$960K	5	0%
The Tilted Funds Group, LLC	Very Low $160K	$810K	5	0%
Strider Capital, LLC	Very High $6.1M	$49M	8	100%
Gold Path Investment Group	Very Low $67K	$200K	3	0%
Independent Wealth Solutions	Typical $880K	$5.3M	6	0%
JC&Company	Typical $980K	$2.9M	3	67%
Pension Maxima Investment Advisory, Inc.	Very Low $270K	$2.4M	9	33%
Steward Family Office, Inc.	—	—	3	0%
Dynamique Capital Advisors	Very High $2.5M	$25M	10	100%
Greyfox Investors LLC	Very Low $230K	$1.6M	7	0%
IFMGroup	Low $570K	$4M	7	29%
Investamily, LLC	Very Low $330K	$2.3M	7	57%
Maxiam Capital, LLC	Very High $3.4M	$24M	7	100%
Sagewater Wealth Management LLC	Low $520K	$4.2M	8	100%
Tayan Capital Management, LLC	Very High $2.1M	$17M	8	100%
D'Arcy Wealth Management, Inc.	Very Low $150K	$1.3M	9	0%
GAMA Wealth Management, LLC	Very High $3.3M	$30M	9	100%
Owlsense Wealth & Legacy Advisors LLC	Low $440K	$4M	9	22%
Strive Retirement Group	Low $430K	$6.1M	14	14%
Wittlin Advisory	Very High $21M	$300M	14	100%
ConvexBeta Investments, LLC	Very High $1.8M	$18M	10	50%
Cornell Capital Group LLC	Very High $5.4M	$81M	15	100%
Divergent Capital Asset Management LLC	Very High $2M	$41M	20	50%
DT Investments I LLC	Very High $3.7M	$37M	10	90%
RLS Private Wealth Consulting, Inc.	—	—	10	0%
Sumnicht & Associates, LLC	Very High $11M	$110M	10	100%
Asia Global Asset Management, Inc	—	—	22	0%
Avant Garde Capital	Very Low $51K	$560K	11	73%
Benari Capital, LLC	High $1.5M	$16M	11	55%
BMMS Wealth Advisory LLC	—	—	22	0%
Higgins Capital Management, Inc.	Low $700K	$7.7M	11	55%
Israilov Financial	—	—	11	0%
Muse Capital Management LLC	Very High $8.6M	$95M	11	36%
Nest Egg Financial Advisors	Very High $3.4M	$37M	11	100%
Paraiba Wealth Management LLC	Very High $1.8M	$20M	11	100%
401 Financial	—	—	12	0%
Grantd Wealth, Inc.	Very Low $180K	$3.3M	18	22%
Zeller Kern Business Advisors	—	—	12	0%
Dunvegan Associates Inc	Very High $4.1M	$53M	13	100%
Gupta Partnership	High $1.6M	$20M	13	100%
JS Alan, LLC	High $1.2M	$16M	13	0%
Prossimo Advisors LLC	Very High $7.8M	$200M	26	100%
The Wealth Collaborative	Very Low $110K	$1.4M	13	0%
Upholdings	Very High $3.9M	$51M	13	100%
Aggregate Financial Services, Inc.	Very Low $130K	$3.6M	27	0%
Ridge Capital Advisors, LLC	Very Low $170K	$4.5M	27	30%
BRsquared L.L.C.	High $1.3M	$18M	14	86%
Hawk Advisory LLC	Very Low $0	$0	7	0%
Lindsey Financial, Inc.	Very Low $0	$0	14	93%
Mapleton Capital Management, LLC	Very High $1.8M	$37M	21	100%
Obran Capital Advisors LLC	Low $490K	$14M	28	0%
QST Capital LLC	Very Low $190K	$2.6M	14	36%
Sharper Image Financial Services, LLC	Very Low $130K	$1.8M	14	14%
Solomon and Associates LLC	Typical $720K	$10M	14	64%
T.I.P.S. 4 Reps	Typical $770K	$5.4M	7	29%
Wealth Innovation	Typical $910K	$13M	14	100%
Crew Wealth Management	—	—	15	0%
KYUR, Inc.	Low $660K	$9.9M	15	0%
R.M. Duncan Capital Management Corporation	Typical $890K	$13M	15	0%
HG Wealth Partners LLC	Low $410K	$9.5M	23	0%
Scope Wealth Management	Very Low $310K	$7M	23	0%
Aegis Asset Management, Inc.	Low $610K	$4.9M	8	63%
Catey, Inc.	Low $580K	$9.3M	16	88%
Catton Capital Partners, LLC	Very High $2.5M	$40M	16	44%
C. E. Skowrup & Co.	Very High $2.2M	$18M	8	75%
Leppla Capital Management LLC	High $1.7M	$13M	8	75%
Shifting the Culture Wealth Partners LLC	Very Low $120K	$1.9M	16	0%
Sierra Legacy Group	Very High $6.4M	$150M	24	58%
Uprise Advisers LLC	Very Low $0	$0	32	3%
Maxwell Financial Group, Inc	Very Low $150K	$3.8M	25	20%
BOS Taurus	Typical $1M	$17M	17	47%
Wismar Financial	Very Low $320K	$5.5M	17	0%
X and Y Advisors, Inc.	High $1.1M	$19M	17	59%
Cunningham Investment Management, LLC	Low $420K	$11M	26	62%
GT Investment Management, LLC	Very Low $160K	$5.5M	35	100%
AG Wealth Management, PLLC	Typical $770K	$14M	18	56%
AlphaNext, LLC	Very High $2.5M	$68M	27	33%
Corrigit Capital Group	High $1.2M	$21M	18	44%
Kisher Capital, LLC	Very Low $200K	$5.3M	27	0%
Lynch Financial Group	Low $420K	$7.6M	18	33%
Seven Mile Advisory LLC	Very High $12M	$420M	36	100%
TechView Wealth Advisors LLC	Very Low $280K	$5.1M	18	0%
XO Capital LLC	Very High $8.1M	$150M	18	100%
The Pacific Group	Low $650K	$18M	28	54%
Acela Capital Management, LLC	Very High $2M	$38M	19	89%
Azimuth Wealth Advisors	High $1.3M	$25M	19	53%
Blue Marlin Advisors, LLC	Very Low $300K	$5.7M	19	0%
Mayfield Advisors, Inc.	Very High $3.7M	$140M	38	61%
Upbeat Wealth	Typical $770K	$15M	19	0%
Legacy Financial Group	Low $690K	$20M	29	34%
Contrary Legacy LLC	Very High $7M	$140M	20	100%
Forth Capital (USA), LLC	Low $490K	$20M	40	13%
JMN Investment Management LLC	High $1.6M	$16M	10	70%
Lawrence Russell and Company	Very Low $0	$0	10	0%
Mavros Capital Management, LLC	Very High $3.2M	$32M	10	100%
Pacific Spirit Investments LP	Typical $970K	$19M	20	30%
Rimac	Very Low $380K	$7.6M	20	10%
Salt Capital Wealth Management, LLC	Very Low $160K	$3.1M	20	100%
Sophronia Wealth Advisors	Typical $780K	$7.8M	10	30%
Certis Capital Management, Inc.	Very High $8.3M	$260M	31	100%
HIP Investor, Inc.	Low $690K	$21M	31	52%
Bass Rocks, LLC / Bass Rocks Asset Management	Typical $780K	$16M	21	95%
North Coast Asset Management, Inc.	Typical $760K	$16M	21	38%
Unity Wealth Partners	Very Low $340K	$7.1M	21	52%
Pendragon Capital Management, Inc.	Typical $1M	$44M	43	42%
Eckel Financial Advisors	High $1.3M	$28M	22	50%
Garhwal, Chan & Williams Inc.	Very High $5.5M	$120M	22	100%
Heights LLC	Very High $15M	$170M	11	100%
Jones Kertz & Associates, Inc.	Very High $5.3M	$230M	44	80%
Life UnLocked Partners LLC	Very Low $330K	$11M	33	0%
Nautica Asset Management LLC	Very Low $36K	$780K	22	0%
Vaughn Investment Advisors Inc	Very High $2M	$45M	22	45%
Spearhead Advisors, LLC	Low $680K	$30M	45	31%
Crane Investments Inc	Very Low $260K	$8.8M	34	0%
Lavelle Capital	Very High $9.5M	$320M	34	100%
Bollinger Capital Management, Inc.	High $1.7M	$38M	23	78%
Church Organizers Foundation	Very Low $250K	$8.6M	35	0%
RightWise Wealth	Very Low $220K	$7.8M	35	0%
Global Key Advisors	Low $540K	$26M	47	66%
HAPPYRICH Capital	Typical $910K	$44M	48	50%
Legion Private Wealth Management	Very Low $200K	$4.8M	24	58%
Marsha Lee & Company,Inc.	High $1.4M	$33M	24	100%
Safe Money Inc.	Typical $780K	$19M	24	13%
Skorheim Wealth Management, LLC	Very High $2.8M	$68M	24	4%
Boracchia Wiviott Wealth Partners LLC	Very Low $410K	$10M	25	92%
Fortuna Investors LLC	Low $420K	$21M	50	26%
Pilot Retirement Advisors	High $1.7M	$42M	25	100%
PointOne Family Office	Very High $13M	$330M	25	68%
Redmount Capital Partners LLC	Typical $750K	$19M	25	44%
Shining Rock Advisors LLC	Very High $6M	$150M	25	92%
Simple Life Financial	High $1.4M	$35M	25	40%
Vita Planning Group LLC	High $1.4M	$69M	50	48%
WealthValues, LLC	Very High $19M	$470M	25	100%
White Stork Asset Management LLC	Very Low $110K	$2.7M	25	0%
Elevate Capital Management, L.L.C.	High $1.2M	$47M	39	67%
Gatens Financial, LLC	High $1.6M	$41M	26	58%
Innovation Partners LLC	Typical $830K	$22M	26	0%
La Jolla Institute for Wealth Management	High $1.2M	$45M	39	72%
LPM Advisors, LLC	—	—	26	0%
Miltonian Capital Management, LLC	High $1.7M	$45M	26	69%
Mission Street Wealth Planning	Typical $1.1M	$42M	39	0%
Pantheon Wealth Planning	Very Low $0	$0	26	100%
Professional Financial Advisors Inc	Typical $910K	$24M	26	0%
Seaport Wealth Management	Very Low $130K	$3.5M	26	0%
Vela Consulting, LLC	Typical $890K	$47M	53	100%
District Capital Management, LLC	Typical $710K	$29M	40	33%
D & T Financial Advisors, Inc.	Very High $2.2M	$87M	40	68%
Pinnacle Portfolio Advisors	Very High $4.3M	$170M	40	53%
Zor Capital, LLC	Typical $740K	$30M	40	50%
Cantata Wealth Management, LLC	Very High $3.2M	$85M	27	70%
Foundation Wealth Planning	Very Low $290K	$7.8M	27	7%
Quantitative Financial Strategies	Very High $5.8M	$160M	27	81%
Sunnybranch Wealth LLC	High $1.1M	$31M	27	70%
Karel Capital, Inc.	Very High $2.7M	$110M	41	63%
Adviser Alliance, LLC	Very Low $210K	$5.9M	28	0%
AK Global Asset Management, LLC	Very High $3.3M	$92M	28	100%
Bruin Wealth Advisors LLC	High $1.1M	$31M	28	61%
Cedar River Capital, LLC	Very High $1.9M	$54M	28	82%
Charles Fish Investments, Inc.	Very High $7.8M	$330M	42	0%
Financial Vision LLC	Very High $2.8M	$77M	28	100%
Monetary Management Corporation	Typical $940K	$26M	28	39%
Money Positive	—	—	28	0%
Olson Consulting LLC	Typical $790K	$22M	28	0%
OM Pacific Capital LLC	High $1.2M	$17M	14	100%
Ratio Capital	Very Low $320K	$13M	42	0%
Blackfield Capital Management LLC	Very High $1.9M	$55M	29	100%
Desert Wealth Management LLC	High $1.7M	$50M	29	31%
Springreef LLC	Very Low $0	$0	29	100%
The Blackmont Group	Very Low $310K	$8.9M	29	7%
The Delta Group	High $1.7M	$49M	29	41%
Aqua Capital Advisors	Very High $3.3M	$140M	44	55%
GROW Funds LLC	High $1.3M	$57M	44	77%
PARK, MILLER, LLC	Very High $7.7M	$340M	44	52%
Prospera Capital Management, LLC	Very High $7.8M	$340M	44	84%
Sanctuary Financial Planning, LLC	Very High $2.3M	$100M	44	82%
SVL Investment Management	Very Low $380K	$17M	44	11%
Chimera Wealth	Very Low $370K	$16M	45	20%
Filigree Wealth Advisors, LLC	Very High $4.6M	$210M	45	60%
Integrous	Very Low $260K	$3.9M	15	0%
Stack Asset Management	Low $690K	$21M	30	37%
Thompson & Thompson Investment Advisors, Inc.	Typical $910K	$27M	30	23%
Warm Springs Advisors Inc.	Very High $8.8M	$130M	15	100%
Optimist Capital	High $1.3M	$81M	61	64%
Synchronous Wealth Advisors LLC	Very High $4.7M	$290M	61	100%
Vincimus Capital, LLC	Very High $3.3M	$150M	46	63%
Borris Nii & Company	High $1.3M	$41M	31	100%
Coronado Investment Advisors, LLC	Low $490K	$15M	31	26%
Java Wealth Planning	Low $660K	$20M	31	26%
Pursue Wealth Partners, LLC	Very High $7M	$220M	31	84%
Qmulate	Very Low $190K	$6M	31	6%
Decca Private Wealth Management, Inc.	Very Low $150K	$7M	47	9%
Bates Wealth Management, LLC	Low $480K	$15M	32	13%
Benningfield Financial Advisors, LLC	Very High $5.8M	$280M	48	100%
Bridge the Gap Retirement Planners	High $1.5M	$49M	32	63%
Herges Capital Management	Typical $810K	$26M	32	22%
McMillan Analysis Corporation	Low $490K	$23M	48	60%
R Tech Advisors, Inc.	Very Low $150K	$4.7M	32	25%
Wolfson Wealth Management	Low $660K	$21M	32	16%
Consolidated Financial Management Corp.	—	—	65	0%
Harrison Lazarus Advisors, Inc.	High $1.6M	$53M	33	58%
Lanes Wealth Management LLC	Very High $2.2M	$73M	33	76%
Lucey Wealth Advisors LLC	Low $460K	$15M	33	12%
Poder Wealth Advisors	Very Low $370K	$12M	33	55%
Satori Wealth Management, Inc.	Very High $2.2M	$73M	33	58%
M2 Capital Advisors	Very Low $380K	$19M	50	24%
Snow Financial Management, LLC	Very High $2M	$98M	50	70%
Tamarind Financial Planning	Very Low $0	$0	50	80%
Van Nostrand Wealth Management LLC	High $1.2M	$60M	50	58%
Apricity Financial, LLC	High $1.4M	$94M	67	49%
21 West Wealth Management LLC	Very High $3.8M	$130M	34	82%
Diversified Planning Concepts, Inc.	Typical $1.1M	$36M	34	53%
Iliad Wealth Solutions	Very Low $110K	$5.6M	51	2%
Oberlin Wealth Partners, LLC	High $1.2M	$21M	17	76%
Centurion Counsel Inc	High $1.1M	$57M	52	0%
AG Asset Advisory, LLC	Very High $12M	$420M	35	94%
AIS Asset Management	Very Low $230K	$8.1M	35	0%
Envest Advisors, LLC	Very Low $140K	$7.3M	53	2%
New River Investments	Low $470K	$25M	53	17%
Northern Monarch Capital LLC	Low $570K	$41M	71	23%
VIM Wealth Management, LLC	Low $440K	$31M	71	70%
Vital Capital LLC	Typical $940K	$66M	71	21%
Bellwether Capital Management LLC	Typical $1M	$36M	36	81%
Dorsey Wealth Management, LLC	High $1.6M	$58M	36	44%
Evolve Investing LLC	Very High $1.9M	$67M	36	42%
Galliott Capital Advisors, LLC	High $1.6M	$120M	72	71%
ImpactAdvisor LLC	High $1.3M	$69M	54	59%
Marathon Financial Advisors	Very High $1.9M	$69M	36	78%
Moreno Capital	Very High $2.1M	$38M	18	0%
Stonebridge Capital Management NW, LLC	High $1.4M	$49M	36	44%
Stout Capital Management LLC	Very High $2.1M	$75M	36	61%
TARA Wealth	Very Low $370K	$13M	36	28%
Evolve Wealth Advisors LP	Typical $930K	$51M	55	65%
Hall Capital, LLC	Very High $4.7M	$180M	37	86%
Haywood Wealth Management	Very Low $310K	$11M	37	0%
Knight and Company Wealth Advisors, LLC	High $1.5M	$54M	37	35%
M Stevens Wealth Advisors, LLC	Very Low $190K	$7.1M	37	8%
Westlake Wealth Management LLC	Typical $1M	$77M	74	36%
Atorie Advisors, LLC	High $1.2M	$22M	19	0%
Glenmore Financial, Inc.	Typical $850K	$32M	38	47%
Pacific Crest Financial Advisors, LLC	High $1.4M	$80M	57	44%
Steward Inc.	Very High $1.7M	$66M	38	42%
Wealthboost Advisors, LLC	Very High $1.8M	$69M	38	84%
Hyphen Wealth Management	Very High $2.2M	$120M	58	59%
Altos Financial Management, LLC	Typical $750K	$29M	39	59%
Cyclus Wealth Management	Low $590K	$23M	39	10%
East Rock Financial Services, LLC	Very High $3.5M	$140M	39	87%
Macroclimate LLC	Very High $5.4M	$210M	39	69%
Pinyon Pine Capital LLC	High $1.2M	$46M	39	100%
Premier Financial Planning, Inc.	High $1.3M	$50M	39	38%
Thomas Story and Son LLC	Very High $8.3M	$320M	39	72%
ClearPath Capital Partners LLC	Very High $2.7M	$160M	59	85%
Theory Planning Partners	Low $560K	$33M	59	8%
Process Design Capital Management LLC	Typical $990K	$78M	79	33%
Adams Ashby Financial Advisors	Very High $12M	$480M	40	70%
Ascension Wealth Partners, LLC	Very High $3.4M	$140M	40	98%
DeVore Financial Advisors LLC	High $1.3M	$51M	40	35%
InsideOut Wealth Strategies, LLC	Typical $880K	$53M	60	25%
Prudent Prospera Planning, Inc.	—	—	40	0%
Tolton Asset Management, LLC	Typical $900K	$36M	40	0%
Torrey Pines Financial, Inc.	Low $650K	$26M	40	8%
Triad Investment Management, LLC	Very High $2.7M	$110M	40	63%
Margo Park Financial	Low $550K	$33M	61	15%
Applied Wealth Management	Low $560K	$46M	82	9%
Peak Financial Planning	High $1.1M	$93M	82	45%
Ventura Advisors	Very High $2M	$81M	41	0%
Veritas Wealth Partners, LLC	Very High $3.1M	$130M	41	78%
Rutherford Investment Management	Very High $3.7M	$230M	62	76%
MCM Wealth	Very High $2M	$170M	83	83%
Silicon Private Wealth, LLC	Very High $2.1M	$170M	83	57%
Blueprint Investing LLC	Very High $10M	$440M	42	100%
CSJ Wealth Management, LLC	Very High $3.1M	$65M	21	48%
Long Family Office	High $1.2M	$49M	42	26%
Outwing Private Wealth Management	Very High $16M	$330M	21	100%
QCI Partners LLC	Very High $1.9M	$80M	42	52%
Thryve Wealth Management	Very High $3.5M	$290M	84	69%
USA Asset Management, LLC	Typical $750K	$32M	42	67%
Yarash Global Solutions Inc.	Very Low $140K	$3M	21	0%
Cedar Wealth Management	Very High $4.2M	$270M	64	77%
Mundoval Capital Management, Inc.	Typical $870K	$56M	64	44%
Attainable Wealth	Typical $1.1M	$46M	43	44%
Bakos Investment Management	Very High $2M	$85M	43	56%
GCB Private Wealth	Typical $800K	$34M	43	33%
McMahan Capital Management	Very High $3.2M	$140M	43	72%
Trio Wealth Management, LLC	High $1.6M	$130M	86	57%
Positive Delta Asset Management LLC	Low $500K	$33M	65	11%
AKPRIDE Financial Services	Low $560K	$25M	44	20%
BKB Financial Advisors, LLC	—	—	44	0%
Clearview Financial, Inc.	Very High $2.3M	$100M	44	91%
Concert Financial Planning, LLC	Low $650K	$29M	44	34%
Elevate Planners	Low $590K	$26M	44	27%
Filippini Investment Advisory	Low $460K	$20M	44	14%
Fleming Financial Advising	High $1.5M	$66M	44	50%
Mcfarland Associates	Very High $1.9M	$82M	44	41%
Palo Seco Wealth Management	Very Low $300K	$13M	44	0%
Uplevel Wealth	Very High $2.6M	$120M	44	84%
Wang Financial, LLC	High $1.5M	$65M	44	70%
Lexington Avenue Capital Management, LLC	High $1.1M	$74M	67	31%
Eddy Financial, LLC	High $1.4M	$62M	45	40%
Granite Capital Wealth Management LLC	Low $670K	$30M	45	100%
Seasonal Strategy	High $1.5M	$66M	45	64%
Upstart Wealth Management, LLC	Very High $4.2M	$380M	91	67%
Guiding Wealth Management, LLC	Typical $860K	$59M	69	29%
King Financial	Typical $1M	$71M	69	86%
Stableford Capital LLC	Very High $3.2M	$300M	92	54%
NEOKAI Capital	Low $620K	$43M	70	41%
Strong Bridge Advisors LLC	Typical $880K	$62M	70	97%
Balancing Life Financial Planning	Very Low $410K	$19M	47	0%
Doheny Asset Management, L.L.C.	Very High $3.9M	$180M	47	70%
Prime Capital Equities LLC	Typical $1.1M	$50M	47	30%
Elevate Wealth Advisors, LLC	Very Low $270K	$19M	71	15%
Twenty-Five Capital Partners	Typical $770K	$55M	71	28%
3 Factor Indexing, LLC	Very High $4M	$190M	48	83%
ACE Wealth Management LLC	Very Low $300K	$14M	48	31%
Bourke Wealth Management	High $1.5M	$140M	96	48%
Fiduciary Architects LLC	Very Low $270K	$13M	48	0%
Hill Country Kingdom Advisors	Very Low $210K	$10M	48	25%
Halcyon Investment Advisor	Low $680K	$50M	73	0%
Emancipare Investment Advisors	Very Low $0	$0	49	0%
Fairway Capital Advisors	High $1.4M	$67M	49	59%
Hawkins Investment Counsel, LLC	High $1.7M	$170M	98	51%
Longhouse Wealth Management	Very Low $140K	$7.1M	49	39%
Shepherd Street Advisors	Very High $2.6M	$130M	49	78%
Ward & Associates	Very High $3.7M	$180M	49	82%
Docsa Capital Management, Inc.	High $1.3M	$95M	74	38%
Fairway Asset Management, LLC	Typical $930K	$69M	74	15%
Mok Capital Management	Typical $860K	$64M	74	32%
10 Star Asset Management	Low $650K	$32M	50	26%
7Summit Advisors, LLC	Typical $1M	$26M	25	20%
Conquis Financial LLC	Very High $5.6M	$280M	50	80%
Financial Equations Advisors, Inc.	Very Low $230K	$12M	50	0%
Firebrand Wealth Management, LLC	Typical $790K	$79M	100	21%
Jade & Cowry LLC	High $1.3M	$65M	50	50%
Lava Creek Capital Management, LLC	High $1.5M	$74M	50	34%
Season Investments, LLC	High $1.5M	$110M	75	49%
South Bay Financial Partners	Very High $2.3M	$110M	50	54%
Vantage Wealth Management LLC	Typical $1.1M	$53M	50	100%
Sky Vision Wealth Management Corp.	Low $590K	$45M	76	21%
Aligned Advisors	Low $440K	$22M	51	100%
Bona Fide Finance	Very Low $310K	$16M	51	16%
Naylor & Company	Typical $1M	$100M	102	42%
Onitus Capital, LLC	Very Low $120K	$6.4M	51	35%
Baer Investment Advisory LLC	High $1.5M	$120M	77	65%
OPPOQUEST	Low $540K	$42M	77	43%
77 Financial Group	Very Low $350K	$27M	78	0%
Enspire Wealth Management, LLC	Very High $2.1M	$110M	52	56%
Meddent Solutions	Typical $1.1M	$28M	26	100%
Taursas Investments	Typical $730K	$38M	52	27%
Tidwell Wealth Management LLC	High $1.2M	$96M	78	31%
Verity Wealth Advisors, LLC	Very High $5.4M	$280M	52	77%
Fyooz Financial Planning	Typical $750K	$59M	79	47%
Gallatin Financial Advisors, LLC	Low $600K	$48M	79	82%
Birchwood Capital	Very High $2M	$110M	53	57%
Caruso Family Financial Advisors (CFFA) LLC	Low $460K	$25M	53	34%
DBA Generational Wealth Strategies	Typical $800K	$43M	53	26%
Depaolo & May Strategic Wealth LLC	Typical $1M	$55M	53	43%
Figtree Financial Advisors, LLC	Low $610K	$32M	53	38%
Hampton Park Financial Planners	Very Low $370K	$20M	53	32%
Lyons Wealth Management	Typical $780K	$83M	106	0%
PWJohnson Wealth & Legacy, LLC	High $1.1M	$60M	53	51%
Honu Wealth Management	Very High $1.8M	$150M	80	65%
Miller Avenue Advisors LLC	Very High $3.5M	$280M	80	85%
Natural Bridges Financial Advisors	Very High $1.9M	$160M	80	93%
Reliance Investing, Inc.	Very Low $400K	$32M	80	0%
Bainbridge Investment Advisors LLC	High $1.2M	$33M	27	100%
Beach Cities Wealth Management, LLC	Very High $2M	$110M	54	83%
Crown Oak Advisors	Very High $4.4M	$240M	54	56%
Downshift Financial	Very High $2.7M	$210M	81	100%
Equity Management Group	Low $700K	$57M	81	40%
Hermosa Wealth Management	Low $450K	$24M	54	24%
Larson, Orlan Blaine	High $1.1M	$60M	54	80%
Launch Financial Planning	Typical $860K	$46M	54	22%
Setarcos Wealth Advisors LLC	Very High $2.1M	$110M	54	74%
The Kalish Group	Typical $1.1M	$29M	27	33%
The Table Financial Planning LLC	Low $530K	$57M	108	9%
Value Monitoring, Inc	Typical $790K	$43M	54	52%
Vida Private Wealth LLC	Very High $2.9M	$79M	27	81%
Wealth Engineers, LLC	Very High $2.2M	$120M	54	65%

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