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 %
Willner & Heller LLC	High $1.1M	$190M	170	27%
Cooke Wealth Management, LLC	High $1.2M	$130M	114	39%
Soaring Investment Management, LLC	Low $660K	$110M	171	35%
Sonoma West Advisors	Very High $3.8M	$220M	57	100%
Tate Asset Management and DCO Wealth Management	High $1.4M	$320M	228	50%
Waverley Wealth Management LLC	Very High $1.8M	$200M	114	61%
WealthFolio Advisors LLC	Low $450K	$51M	114	6%
Womack Investment Advisers, Inc	Low $520K	$89M	171	16%
Emissary Wealth	Typical $730K	$170M	229	17%
Core Financial	Very High $2M	$230M	115	49%
Kensington Investment Counsel	Very High $2.7M	$310M	115	70%
Poulos Advisors, Inc.	High $1.3M	$150M	115	48%
QCA Capital Management Inc	Very High $2.2M	$250M	115	52%
Southern California Wealth Management Associates	Very Low $300K	$34M	115	3%
Zuckerman Capital Management, LLC	Typical $1M	$120M	115	45%
Advize Wealth Management	Low $580K	$67M	116	17%
Alcosta Capital Management, Inc.	Very High $3.6M	$210M	58	90%
Brilliant Advice, LLC	Very High $3.2M	$370M	116	78%
Camelotta Advisors	Very High $4M	$230M	58	67%
CMG Financial Consulting	High $1.3M	$150M	116	38%
DKM Wealth Management, Inc.	High $1.7M	$300M	174	59%
Quorus Inc.	Typical $830K	$140M	174	75%
Lewis M. Wallensky Associates	—	—	175	0%
Paragon Investing, LLC	Typical $760K	$130M	175	35%
Taverik Capital, LLC	Very Low $210K	$25M	117	3%
The Wealthgarden F.S. LLC	Typical $960K	$220M	235	26%
Carter Financial, LLC	High $1.6M	$280M	177	60%
DW Financial Inc	Very Low $390K	$46M	118	0%
Longview Financial Advisors, LLC	Very High $2.7M	$320M	118	61%
Sitrin Capital Management, LLC	High $1.5M	$350M	236	42%
Walker Financial Advisors Inc	High $1.1M	$200M	178	32%
Inception Financial Services	Very Low $240K	$29M	119	3%
Argyle Capital Partners, LLC	High $1.2M	$210M	179	27%
Fortis Wealth Management	Very Low $380K	$68M	179	0%
Allstreet Capital LLC	Very High $1.8M	$220M	120	50%
Alta Via Capital	Typical $720K	$43M	60	25%
Capital Consulting & Asset Management	High $1.2M	$220M	180	47%
Shearwater Capital	Very High $2.3M	$420M	180	67%
Village Wealth Advisors	Typical $1.1M	$260M	240	41%
Accretive Wealth Management, LLC	High $1.2M	$220M	181	98%
JGC Tax & Wealth Management	Low $600K	$110M	181	19%
Flywheel Private Wealth LLC	Very High $3.4M	$410M	121	85%
Oak Asset Management, LLC	High $1.7M	$410M	242	51%
Redwood Park Advisors	High $1.4M	$170M	121	50%
Snake River Investment Counsel LLC	Low $630K	$77M	121	17%
Pacific Wealth Strategies Group, Inc.	High $1.2M	$230M	182	49%
Cannon Beach Financial Advisors	High $1.7M	$210M	122	46%
Core Capital Management and Research Inc.	Low $560K	$140M	244	68%
Dimensions Wealth Management, LLC	High $1.2M	$150M	122	58%
Fearless Wealth	High $1.3M	$81M	61	43%
Foronjy Financial	High $1.5M	$280M	183	51%
Greenleaf Financial Group	High $1.4M	$180M	122	52%
JH Advisors	High $1.5M	$180M	122	48%
Keystone Advisory Group	Low $560K	$68M	122	17%
Oak Financial Group Inc	High $1.4M	$170M	122	66%
Red SEVEN	Very Low $360K	$88M	244	7%
RJ Patterson Group	Low $680K	$130M	183	16%
Spiegelman Wealth Management, Inc.	Very High $2.4M	$440M	183	53%
Good Harbor Advisors, Inc.	High $1.4M	$330M	245	36%
Lowery Thomas, LLC	Very High $2.1M	$380M	184	53%
Syman-Degler Group, LLC	Very Low $320K	$59M	185	10%
Scarecrow Advisors, LLC	Very Low $300K	$74M	247	0%
Chapman Investment Management, LLC	Very High $1.9M	$120M	62	39%
Crossroads Planning	Low $510K	$63M	124	16%
Scarsdale Investment Group, Ltd.	—	—	124	81%
Trace Wealth Advisors	Very High $3.4M	$210M	62	85%
CORE Financial Advisors	Typical $710K	$180M	249	18%
CTS Financial Planning, Inc.	High $1.3M	$310M	249	36%
Merrithew & Thorsten, Inc.	High $1.2M	$160M	125	43%
Redfield, Blonsky & Starinsky, LLC	Low $470K	$59M	125	26%
Retirementadvice \| Jka	Typical $1.1M	$270M	250	22%
Sphinx Investments LLC	Very Low $370K	$46M	125	9%
Summa Global Advisors, LLC	High $1.1M	$140M	125	33%
Emerald Blue Advisors	Low $470K	$88M	188	60%
Nautilus Advisors LLC	High $1.6M	$300M	188	80%
Adair Wealth Management	Very Low $410K	$51M	126	17%
Anchor Financial Group	Typical $810K	$100M	126	66%
Corinthian Wealth Management	Low $610K	$120M	189	0%
Shared Vision Wealth Group	Very High $1.8M	$330M	189	40%
The Planning Group	High $1.1M	$280M	252	24%
United Success Wealth Management	High $1.2M	$78M	63	35%
Westwood Wealth Management	Very High $2.2M	$280M	126	32%
JDH Wealth Management, LLC	Very High $3.8M	$480M	127	57%
Paragon Financial Partners	Very High $2.6M	$330M	127	67%
Vector Financial Solutions, Inc.	Low $510K	$64M	127	19%
Wealth Strategies Group	Very Low $320K	$41M	127	12%
Barnes Dennig Private Wealth Management, LLC	Typical $960K	$180M	191	3%
Finances For Real Life	Typical $830K	$110M	128	34%
Next Gen Financial Planning	Very Low $260K	$33M	128	17%
Prosperity Road, LLC	Very High $2M	$130M	64	39%
Seiler & Associates, LLC	Typical $930K	$60M	64	20%
Twin Rivers Wealth Management	Low $460K	$120M	256	9%
Salient Wealth Planning	High $1.2M	$240M	193	27%
Advisors on Call	Very Low $370K	$48M	129	7%
Cavalot Capital	Low $500K	$64M	129	15%
Eagles Coast Wealth Management, LLC	Very Low $390K	$50M	129	9%
Jarrod Adams Investing, LLC	Low $650K	$84M	129	13%
Murray Financial Services, Inc.	Typical $990K	$130M	129	11%
Titan Capital Management	Low $630K	$81M	129	13%
Wise Wealth Partners, LLC	High $1.2M	$150M	129	49%
Grange Capital, LLC	Typical $790K	$210M	259	45%
Agg Asset Management, LLC	Typical $850K	$55M	65	23%
Brian D. Lowder, Inc.	Very High $2M	$390M	195	59%
DL Wealth Management Group	Very Low $0	$0	130	15%
Luna Capital Management, LLC	Low $530K	$68M	130	23%
S. R. Schill & Associates, Inc.	Typical $730K	$140M	195	31%
Arbor Wealth Management	Low $500K	$130M	261	20%
Tamalpais Asset Management	Typical $1M	$260M	261	28%
Park Capital Group, Inc.	Very Low $400K	$53M	131	14%
Rothman Investment Management, LLC	Low $570K	$75M	131	25%
Trinity Asset Management Co.	Typical $790K	$100M	131	91%
Platt Wealth Management	Very High $1.8M	$360M	197	40%
aLuman	Typical $940K	$120M	132	23%
Awm Global Advisors	Typical $780K	$52M	66	21%
Diamond Head Financial Advisors LLC	Typical $790K	$52M	66	67%
Equilibrium Wealth LLC	Very High $1.9M	$130M	66	45%
Montcalm TCR LLC	Very High $1.8M	$230M	132	45%
Winans Investments	Typical $1.1M	$280M	264	25%
WE Alliance Wealth Advisors, Inc.	Typical $880K	$230M	265	11%
Clearview Investment Partners, LLC	Typical $790K	$110M	133	41%
Hafnia Financial, Inc.	Very Low $340K	$46M	133	4%
Marin Bay Wealth Advisors, LLC	Very High $2.8M	$380M	133	100%
North Bay Wealth Management	Typical $750K	$100M	133	22%
RHS Financial, LLC	High $1.6M	$210M	133	44%
Wilson & Boucher Capital Management, LLC	Very High $2M	$260M	133	50%
Tactivest, LLC	Low $570K	$110M	200	21%
Ambassador Wealth Management, LLC	Low $670K	$90M	134	31%
CPA Advisory Services, P.C.	Low $560K	$76M	134	15%
The Holland Group, Inc.	Typical $720K	$96M	134	37%
Audible Wealth Management	Very Low $150K	$39M	269	3%
TL Private Wealth	High $1.4M	$360M	269	46%
Barden Capital Management, Inc.	Typical $910K	$180M	202	21%
5T Wealth, LLC	Typical $1.1M	$290M	270	24%
Counterpoint Asset Management LLC	Very Low $340K	$91M	270	9%
Decision Investments, Inc.	High $1.1M	$150M	135	36%
Greenshields Capital LLC	High $1.4M	$190M	135	53%
Rise Private Wealth Advisors	Low $470K	$63M	135	20%
Singer Wealth Management	Typical $880K	$120M	135	27%
Augustus Wealth, LLC	Typical $730K	$99M	136	33%
Conservative Wealth Management LLC	Very High $5M	$340M	68	82%
Conway Capital Management, Inc.	Very High $3.4M	$230M	68	62%
Elmwood Wealth Management	Very High $2.3M	$460M	204	62%
Vita Wealth Advisors, LLC	Very Low $400K	$55M	136	9%
Wealthcollab	Very High $4.7M	$320M	68	71%
Freedom Capital Advisors Inc	Very Low $330K	$45M	137	66%
Syrios Wealth Management Group	Very High $2.2M	$310M	137	42%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Private Wealth Solutions, LLC	Very High $1.8M	$500M	275	42%
Williams & Novak Wealth Management, LLC	High $1.2M	$330M	275	39%
Conscious Capital Wealth Management, LLC	Low $630K	$130M	207	32%
Park Place Wealth Advisors, Inc	Low $590K	$81M	138	17%
Legacy Investment Services, LLC	Very Low $160K	$44M	277	0%
Shira Ridge Wealth Management	High $1.3M	$360M	277	45%
Avina Financial Group, Inc.	Very Low $380K	$53M	139	18%
Cope Connelly	Low $580K	$81M	139	49%
Desert Capital Management Group, Inc	Very Low $41K	$5.7M	139	82%
Partnership Wealth Management	High $1.7M	$230M	139	45%
Zermatt Wealth Partners	Typical $730K	$150M	209	41%
Frank Financial Advisors	High $1.3M	$190M	140	43%
Rubey & Rust Capital Management, LLC	Very High $2M	$280M	140	31%
SLO Money Managers	Typical $1M	$140M	140	44%
Smart Investments Advisory Incorporated	Very Low $390K	$82M	210	0%
The Sterling Group	High $1.7M	$470M	281	53%
Secure Retirement Financial & Insurance Services Corp.	Low $480K	$100M	211	11%
Third Eye Associates, Ltd	Very Low $0	$0	211	39%
AlpenGlobal Capital, LLC	High $1.3M	$180M	141	57%
Coastal Capital Advisors	Very Low $370K	$52M	141	11%
Pathwise	Very High $1.8M	$250M	141	55%
Tres Wealth Management Group, LLC	Low $450K	$64M	141	11%
Watch Guard Capital LLC	Low $500K	$70M	141	13%
Heckman Financial & Insurance Services, Inc.	Very Low $390K	$110M	283	23%
Eliot Finkel Investment Counsel, LLC	Very High $2.5M	$180M	71	54%
Harborlight Investments, LLC	Typical $740K	$100M	142	39%
Octavia Investments LLC	Very High $4M	$280M	71	85%
SilverOak Investments, LLC	Low $450K	$63M	142	10%
Unique Wealth Strategies	High $1.2M	$340M	285	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%
Panoramic Financial	Low $650K	$93M	143	22%
Position Wealth	High $1.1M	$240M	215	34%
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%
Ares Financial Consulting LLC	Typical $840K	$240M	289	16%
InvestLinc Wealth Services	Typical $720K	$100M	145	26%
Morris Wealth Management	Low $430K	$63M	145	17%
Malaga Cove Capital, LLC	High $1.3M	$290M	218	24%
Tier One Wealth Management	Low $690K	$150M	218	28%
Golden Bay Advisors LLC	Typical $1M	$150M	146	15%
Zephyr Wealth Management	Typical $820K	$180M	220	21%
The Financial Team, Inc.	—	—	147	0%
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%
APEX Wealth Advisors LLC	Very Low $390K	$87M	223	7%
Topel & Distasi Wealth Management, LLC	High $1.3M	$300M	223	47%
Arrowhead Wealth Management Corp.	Very Low $210K	$31M	149	0%
Financial Life Planners	Low $700K	$210M	298	23%
ProCore Advisors, LLC	Low $590K	$130M	224	13%
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%
Boyer Financial Services, Inc.	Typical $720K	$160M	226	29%
The William Allan Corporation	Typical $890K	$200M	226	29%
The Foundation Investment Group	Very High $1.9M	$290M	151	72%
Wealth Management Advisors RIA, Inc.	Typical $760K	$120M	151	20%
Seneschal Family Office	High $1.3M	$300M	227	39%
Sikorski Wealth Management, LLC	Low $610K	$140M	227	16%
Waystone Advisors LLC	Low $590K	$180M	303	15%
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%
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%
Noble Wealth Management, Inc.	Typical $960K	$220M	232	15%
MHS Advisory Services, LLC	Typical $820K	$250M	310	23%
Navigoe, LLC	Very High $2.6M	$400M	155	61%
Davidson Kahn Capital Management, LLC	High $1.7M	$400M	233	72%
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%
Blue Marble Investments	Typical $760K	$190M	238	21%
Pivotal Wealth and Tax	Very Low $53K	$17M	314	2%
Cane Capital Partners, LLC	Typical $850K	$270M	315	35%
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%
Portfolio Advisors, Inc.	Typical $1.1M	$260M	238	34%
Garritt Financial Solutions LLC	Very Low $99K	$16M	159	0%
Qualified Planning	Very Low $280K	$45M	159	0%
Apple & Associates	Low $550K	$130M	239	17%
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%
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%
Darrow Wealth Group	Very Low $110K	$17M	161	0%
Financial Security Services Group, Inc.	Very Low $260K	$83M	323	13%
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%
BlackLines Financial	Very Low $220K	$53M	244	22%
Centered Financial	Low $440K	$72M	163	10%
Provident Living Financial Services	Low $600K	$150M	245	25%
Sagent Wealth Management	High $1.2M	$100M	82	51%
True Wealth Group	Typical $910K	$150M	164	48%
RAI Wealth Management	Low $630K	$160M	247	15%
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%
Carlsbad Wealth Advisory Group, Inc.	Typical $960K	$240M	248	32%
Ensign Advisory Partners LLC	Very Low $330K	$81M	248	5%
McGinn Penninger Investment Management Inc.	Very Low $360K	$120M	331	100%
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%
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%
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%
Lewis Financial, LLC	Low $520K	$130M	253	23%
Measured Financial	Very Low $270K	$67M	253	32%
Triple Summit Advisors, LLC	Low $620K	$100M	169	21%
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%
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%
Insight Capital Management	Typical $960K	$330M	343	42%
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%
Sensible Portfolios, LLC	High $1.1M	$190M	173	59%
Sierra Financial Advisory	Typical $790K	$140M	173	26%
56 Capital Partners, Ltd	Very Low $320K	$82M	260	14%
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%
RCA Wealth Strategies LLC	Very Low $230K	$61M	262	4%
Dove Investment Research and Management, Inc.	Low $580K	$100M	175	54%
MainStreet Financial Planning, Inc.	—	—	350	0%
Unique Investment Advisors, LLC	—	—	175	0%
Rice Financial Consulting, Inc.	Typical $770K	$270M	351	19%
Capital Management Advisor Group, LLC	Very High $2.7M	$230M	88	57%
Sackett Wealth Advisors, Inc.	Low $450K	$200M	440	13%
Stephenson and Company, Inc.	High $1.7M	$440M	265	50%
Nerad + Deppe Wealth Management	Typical $1M	$180M	177	42%
Tortuga Wealth Management	Low $630K	$220M	354	100%
Breen Wealth Management, LLC	Very High $1.8M	$320M	178	57%
Moffatt Financial Strategies	Low $650K	$120M	178	21%
Giverny Capital Advisors	Very High $1.8M	$330M	179	54%
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%
Lifelong Wealth Management Group, LLC	Low $650K	$120M	181	17%
Capital Wealth, LLC	Very Low $350K	$95M	272	4%
Prattes Wealth Partners	High $1.7M	$160M	91	46%
Urban Wealth Management or UWM	Typical $710K	$200M	275	19%
No-Load Asset Management	Typical $730K	$67M	92	21%
The Private Investment Group, Inc.	Typical $970K	$180M	184	23%
SKG Capital Advisors, LLC	Low $470K	$130M	277	13%
An Exceptional Life Financial, LLC	Low $690K	$260M	370	14%
Hunt Wealth Management	Low $590K	$110M	185	16%
Certified Planners, Inc.	Typical $1.1M	$200M	186	32%
Prestige Wealthwide, LLC	Typical $1.1M	$200M	186	32%
Global Financial Advisory Services, Inc.	Typical $820K	$230M	280	23%
MKT Advisors LLC	High $1.2M	$440M	374	37%
Western Growers Financial Services, Inc.	Very Low $410K	$120M	281	9%
Duet Advisory Services LLC	High $1.1M	$310M	282	35%
Pring Turner	High $1.3M	$250M	188	36%
Summit Wealth Management Group, Inc.	Low $650K	$250M	380	52%
Cedarstone Advisors	Typical $1M	$200M	191	51%
Hippocratic Financial Advisors	Low $600K	$230M	382	16%
Silicon Beach Wealth, LLC	Typical $1M	$190M	191	23%
Right Brain Money	Low $590K	$57M	96	66%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Mosher Financial Advisors LLC	—	—	290	50%
Sierra Pacific Private Wealth, LLC	Typical $820K	$240M	290	87%
Athena Investment Management	Very High $2.9M	$280M	97	53%
Financial Planning First, LLC	Very Low $370K	$110M	291	11%
Lake Avenue Financial LLC	Low $490K	$140M	293	12%
Prospettiva Financial	Very Low $380K	$110M	294	85%
Tiemann Investment Advisors, LLC	Very High $3.5M	$340M	98	70%
AIO Financial, LLC	Typical $1M	$200M	197	24%
Ticino Wealth	High $1.4M	$400M	296	40%
Alpha Solutions Investment Advisors	Typical $910K	$360M	395	59%
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%
Horowitz & Company, Inc.	Low $680K	$140M	199	21%
Great Gable Wealth Management, LLC	Typical $730K	$220M	301	22%
Mission Hills Financial Advisory LLC	Typical $910K	$270M	301	36%
Clearwave Capital	Typical $990K	$300M	305	24%
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%
Wealthspring	Typical $890K	$360M	409	25%
Cascade Financial Strategies	Low $490K	$150M	307	13%
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%
Cairn Investment Group	High $1.2M	$380M	309	39%
Global Investment Company	Very Low $150K	$15M	103	93%
FamilyWealth Asset Management	Very Low $300K	$120M	413	7%
New Perspectives, Inc.	Typical $730K	$300M	414	22%
AllPoint Financial Group	Very Low $260K	$110M	418	32%
Stonebridge Capital Management Inc	High $1.2M	$260M	209	38%
Authentikos Wealth Advisory LLC	Low $440K	$180M	419	10%
Act Advisors	High $1.1M	$480M	420	30%
Templeton Financial Services Inc.	High $1.4M	$430M	315	100%
Graetz Wealth	Low $470K	$150M	316	16%
Live Oak Investment Partners	Low $670K	$210M	317	21%
Pacific Excel Wealth Advisors, Inc.	Typical $1M	$110M	106	39%
Oxford Chase Advisors LLC	Very Low $280K	$90M	320	14%
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%
ETF Portfolio Partners, Inc.	Typical $980K	$420M	429	25%
Benson Wealth Management, Inc.	Low $540K	$120M	215	7%
Newbury Capital Management, LLC	Very Low $340K	$150M	430	20%
Westend Capital Management, LLC.	High $1.3M	$430M	323	49%
Giving Tree Wealth Advisors	Low $550K	$120M	216	22%
Xantos Labs, LLC	Very Low $12K	$1.2M	108	4%
Bernard Wealth Management Corp.	Typical $890K	$290M	327	35%
McCarthy Asset Management, Inc.	Very High $1.9M	$420M	218	78%
Sonoma Allocations	Typical $1M	$340M	328	58%
Baybridge Capital Group, LLC	Typical $880K	$190M	219	25%
CASILIO LEITCH INVESTMENTS	High $1.2M	$260M	220	0%
Mine & Arao Wealth Creation and Management, LLC	High $1.5M	$330M	220	50%
Vantage Financial Group	Very Low $260K	$120M	441	25%
O'Connor Wealth Management, Inc.	Typical $800K	$180M	221	32%
Castle Wealth Planning	Very High $1.8M	$200M	111	49%
Madrone Investment Advisory, LLC	Very High $2.2M	$240M	111	53%
Schmitz Capital Partners, LLC	Low $590K	$130M	223	93%
TABR Capital Management, LLC	Typical $1.1M	$240M	223	40%
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%
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%
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%
Sun Group Wealth Partners LLC	Low $620K	$210M	341	45%
Lighthouse Financial Services Inc	Typical $1M	$460M	458	35%
OneSource Wealth Management	Low $630K	$150M	229	19%
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%
Integrity Wealth Partners, LLC	Typical $830K	$190M	231	18%
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%
Hurley Financial Group, Inc.	Typical $860K	$400M	467	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%
Evart, Young & Hobbs Investment Management	Typical $990K	$230M	235	29%
Premier Southwest Planning Group, LLC	Very Low $240K	$84M	353	12%
Schulz Financial Group	Very Low $330K	$110M	353	6%
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%
Petix & Botte Financial	Typical $860K	$410M	473	55%
Carbahal Olsen Financial Services Group LLC	Typical $1.1M	$250M	237	21%
Torrey-Payne Wealth Management	Typical $780K	$180M	237	24%
Peak Wealth Advisors, Inc.	Very Low $410K	$98M	238	25%
The Lynd Group Advisors, LLC	—	—	357	0%
M Wealth Management, LLC	Low $500K	$180M	358	11%
Altum Wealth Advisors	Low $510K	$120M	240	24%
Orcam Financial Group, LLC	Very High $2M	$240M	120	100%
Greykasell Wealth Strategies, Inc.	Very High $3.5M	$420M	121	69%
Florin Pensions LLC	—	—	485	0%
Phillip B. White Co., Inc	High $1.3M	$310M	243	42%
True North Retirement Advisors, LLC	High $1.1M	$420M	365	34%
Investment Managers Group, LLC	Low $480K	$120M	244	25%
Madrid Retirement Advisors	Typical $760K	$180M	244	100%

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