AUM per client for Supported firms serving clients in Florida

Supported firms active in Florida 1,185 firms

Very Low $150K-$330K

Low $330K-$600K

Typical $600K-$960K

High $960K-$1.6M

Very High $1.6M-$4.2M

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

Median: $770K

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Firm	AUM/client	AUM	Clients	HNW client %
21Peaks Capital Management, LLC	—	—	—	—
Abendstern Wealth Management, Inc.	—	—	—	—
BAF Advisors Corp	—	$1.4M	—	—
Bella Capital	—	—	—	—
Boggess Asset Management	—	—	—	—
Cambier Capital, LLC	—	$0	—	—
Campbell Williams, Inc.	—	—	—	—
Capital City Wealth Advisors, Inc.	—	—	—	—
Cathy A. Wagner, CFP, RIA	—	—	—	—
Centrus Financial Strategies	—	—	—	—
Designed Wealth USA Ltd.	—	—	—	—
Eagle Equity Holdings, LLC	—	—	—	—
EliteGate Wealth, LLC	—	—	—	—
Ex Cathedra LLC	—	$0	—	—
Exemplar Wealth Advisors, LLC	—	$0	—	—
Farrcrest Capital LLC	—	—	—	—
Financial Synergistics Group, Inc.	—	—	—	—
Freedom Wealth Coaching, LLC	—	—	—	—
Gemini Wealth	—	—	—	—
Golden Reed Wealth Management, LLC	—	—	—	—
Goldstrike Capital LLC	—	$0	—	—
Impact Advising	—	—	—	—
Insight Financial Advisors	—	$0	—	—
Inter Advisors LLC	—	$0	—	—
Irus Advisory Corporation	—	—	—	—
IWM	—	$0	—	—
Lancaster	—	$0	—	—
Legacy Advisory Network, LLC	—	$0	—	—
Legacy Private Client Services	—	$0	—	—
Marian Investor Coaching, Inc.	—	—	—	—
MarketGrader Capital, LLC	—	—	—	—
Money & Clarity	—	—	—	—
Nelson Advisory Services, Inc.	—	—	—	—
Nestimate	—	—	—	—
Pinion Financial Services, LLC	—	—	—	—
Prestige Advisors Inc.	—	—	—	—
Prism Planning and Solutions Group	—	—	—	—
Progressive Financial Planning Services Inc.	—	$0	—	—
Puente Asesoramiento de Inversiones, LLC	—	$0	—	—
Rea Financial	—	—	—	—
Resource Strategies Inc	—	—	—	—
Robo Advisor, Inc.	—	$0	—	—
SimplePath Wealth Management, LLC	—	—	—	—
Solidus Advisors LLC	—	$0	—	—
Sutter Capital Partners, LLC	—	—	—	—
Ten Seven Capital	—	—	—	—
Tori	—	$0	—	—
True Path Financial LLC	—	—	—	—
Velaris Wealth Management	—	—	—	—
Veritas Financial Services, LLC	—	—	—	—
Suncoast Capital Management	High $1M	$1M	1	100%
GELINAS & COMPANY, CPA, PLLC	—	—	1	0%
Retirement Wealth Advisors, LLC	—	—	1	0%
Seterios Wealth Advisors, LLC	High $1.4M	$2.7M	2	100%
Holistic Asset Management, LLC	Low $370K	$1.1M	3	0%
DHL Wealth Management LLC	Very High $1.9M	$7.5M	4	50%
EMK Investment Advisors, LLC	Typical $700K	$1.4M	2	100%
Essex Advisory	Very High $3.9M	$7.8M	2	0%
Vanda Research Corp	—	—	2	100%
Linkside Financial LLC	Very High $2M	$10M	5	80%
Epogee Capital Management, LLC	Very High $19M	$56M	3	100%
The Driscoll Group, Inc.	—	—	7	0%
Intrinsic Asset LLC	Typical $880K	$1.8M	2	100%
Aperture Advisors LLC	Very High $3.2M	$16M	5	100%
FL Group, Inc.	—	—	5	0%
Maggi Investment Services, LLC	Very Low $260K	$1.3M	5	20%
Zink Wealth Solutions LLC	Very High $4.8M	$38M	8	100%
WMK Investment Partners	Very High $11M	$120M	11	100%
Advisuite	High $1.3M	$3.8M	3	0%
GMG Asset Management	Typical $620K	$3.7M	6	33%
Martello Retirement and Wealth, LLC	Very High $5.7M	$34M	6	100%
OneFirm Consulting, LLC	Typical $620K	$5.6M	9	0%
Pecora Capital LLC	Very High $9.2M	$83M	9	100%
Zorea Capital LP	Very High $5.6M	$50M	9	100%
WM Advisors USA LLC	Very High $3.1M	$31M	10	100%
Baluarte Capital US	Very High $5.5M	$39M	7	100%
Draxis Asset management, LLC	Very High $4.3M	$30M	7	100%
Chlebina Capital	Low $460K	$5.1M	11	55%
Concierge Financial Advisor LLC	Very High $4.9M	$39M	8	88%
Eagle Talon Partners	High $1.5M	$6M	4	100%
Highline Private Wealth, LLC	Low $350K	$2.8M	8	0%
HK Funds	Very Low $210K	$1.7M	8	50%
Luna Partners	Very Low $79K	$630K	8	0%
Maverick Private Wealth LLC	Typical $880K	$7.1M	8	100%
Robinson Global Investment Management LLC	Very High $7.3M	$59M	8	100%
Stonewealth Advisors, LLC	Typical $630K	$5.1M	8	38%
2pifinancial Corp.	Very Low $170K	$1.5M	9	33%
Eurocapital Advisors, Inc	Very High $12M	$100M	9	100%
Wealth Warden Partners	Very Low $1.3K	$12K	9	0%
Strive Retirement Group	Low $430K	$6.1M	14	14%
Amerigo Asset Management Corporation	Low $390K	$3.9M	10	0%
BLDR Wealth LLC	Very Low $330K	$5M	15	0%
Carbon Wealth Management	Very Low $1K	$5K	5	0%
Conscientia Family Office, LLC	Very High $9.7M	$97M	10	100%
Divergent Capital Asset Management LLC	Very High $2M	$41M	20	50%
DT Investments I LLC	Very High $3.7M	$37M	10	90%
Grammatical Capital, LLC	Typical $700K	$7M	10	30%
Greenwood Family Advisors LLC	Very High $21M	$310M	15	87%
Hammerhead Financial Strategies, LLC	Low $380K	$3.8M	10	100%
Matters Capital LLC	Very High $30M	$300M	10	100%
Retirement Wealth Management, LLC	—	—	10	0%
Wells Investments, Inc.	—	—	10	0%
Campbell & Associates	Typical $790K	$8.7M	11	18%
Noble Capital Management, Inc.	Low $450K	$10M	22	64%
Oakmonte Wealth Management	Very High $2.6M	$28M	11	91%
BWB Advisory Group	Very High $2.3M	$14M	6	50%
Fleetstar Financial	Very Low $180K	$1.1M	6	0%
Front Edge Capital Management, LLC	Very High $7M	$84M	12	100%
ONESOURCE Wealth Advisors	Very Low $270K	$3.3M	12	8%
Pruitt Richmond Wealth Management LLC	Very Low $170K	$3M	18	11%
Symphony Wealth Management	Very High $19M	$110M	6	67%
Avior Capital Markets US, LLC	—	—	13	0%
Gasima Financial LLC	Low $410K	$5.4M	13	38%
Measured Strategies LLC	Very High $2M	$26M	13	69%
Riverside Wealth Management, Inc.	Very High $6.9M	$90M	13	92%
Aggregate Financial Services, Inc.	Very Low $130K	$3.6M	27	0%
Dakota Asset Management, LLC	High $1.2M	$16M	14	64%
DP Grow LLC	Very Low $170K	$2.3M	14	0%
Knight Family Wealth	Very High $4.9M	$100M	21	100%
PFO Investment Advisors, LLC	High $1.5M	$10M	7	0%
Sharper Image Financial Services, LLC	Very Low $130K	$1.8M	14	14%
Tigress Financial Partners, LLC	Typical $900K	$13M	14	100%
Dhody Investment Group	Very High $16M	$340M	22	100%
PAR5 Advisors LLC	Low $580K	$13M	22	82%
Coral Reef Advisors LLC	Very High $5.3M	$80M	15	80%
Germana Capital LLC	Low $420K	$6.3M	15	20%
Livingston Financial Planning, Inc.	Typical $780K	$12M	15	27%
Optimus Wealth Management Group, Inc.	—	—	15	0%
Sinopoli & Sinopoli FInancial Services, LLC	Low $510K	$15M	30	90%
Veridos Capital LLC	Very Low $200K	$2.9M	15	20%
Matador Financial	Very Low $310K	$9.6M	31	0%
ASG Capital	High $1.2M	$28M	24	100%
Cast Member Financial LLC	Very Low $180K	$2.8M	16	0%
The Invictus Collective, LLC	Very High $29M	$470M	16	100%
Uprise Advisers LLC	Very Low $0	$0	32	3%
Brokaw Rice Investment Advisors, Incorporated	Very Low $320K	$5.5M	17	18%
Jackson Money Management, Incorporated	Very High $2.5M	$43M	17	71%
Veltria Advisors Corp.	Very High $6.7M	$110M	17	59%
Vioni Capital Management, LLC	Very High $4.6M	$78M	17	100%
Borger Capital Management LLC	Very Low $170K	$4.5M	26	0%
GT Investment Management, LLC	Very Low $160K	$5.5M	35	100%
E. Batoff & Co., Inc.	Very High $27M	$250M	9	0%
Fortis Private Wealth Advisors, LLC	Very High $14M	$120M	9	78%
Kraken Adviser LLC	Very Low $42	$380	9	0%
Raymond Capital Advisors, LLC	Very High $1.6M	$29M	18	100%
Seven Mile Advisory LLC	Very High $12M	$420M	36	100%
SMAART LLC	Very Low $9.4K	$85K	9	0%
Bull & Bear Advisors LLC	Typical $660K	$25M	37	38%
Cottonwood Asset Management LLC	Low $430K	$16M	37	43%
Blue Marlin Advisors, LLC	Very Low $300K	$5.7M	19	0%
Raskin Global Inc.	Low $490K	$18M	38	21%
SBC Investment Management, LLC	Very High $4M	$76M	19	79%
Three Oaks Partners Investment Counsel LLC	Very Low $310K	$5.8M	19	16%
Vogel Consulting, LLC	—	—	19	0%
Covato Capital Management, LLC	Low $560K	$16M	29	76%
Focus Investment Advisors, LLC	High $1.5M	$31M	20	0%
IADVISE Partners	Very High $11M	$220M	20	100%
JMN Investment Management LLC	High $1.6M	$16M	10	70%
Lloyd Financial Group LLC	High $990K	$20M	20	25%
O.F.O. Partners, LLC	Very High $7.6M	$76M	10	100%
Rimac	Low $380K	$7.6M	20	10%
Aronson Asset Management, Inc.	High $1.1M	$22M	21	14%
Pendragon Capital Management, Inc.	High $1M	$44M	43	42%
World Choice Securities, Inc.	Typical $620K	$27M	43	26%
1818 Private Client Group, LLC	Very High $5.2M	$120M	22	73%
DG Wealth	Very Low $300K	$9.8M	33	6%
Farmand Investment Services, Inc.	High $1.3M	$29M	22	0%
Blue Granite Capital, LLC	Very High $2.7M	$90M	34	82%
Pinnacle Investment Advisors, LLC	High $1.4M	$47M	34	68%
Basile Financial Group, Inc.	Very Low $200K	$4.5M	23	9%
Contrast Capital Management, LLC	Very High $1.7M	$40M	23	74%
CSS Capital Advisory LLC	Very High $2.6M	$61M	23	100%
MaxAdvisor Private Management	High $1.3M	$29M	23	57%
Confluent Asset Management LLC	Very Low $150K	$3.5M	24	0%
Lion Capital Advisors LLC	High $1M	$13M	12	100%
Windmills Capital Inc.	Low $380K	$4.6M	12	0%
Klosters Capital	Very High $5.9M	$220M	37	70%
Bhuta Wealth Management, LLC	Typical $800K	$20M	25	0%
Fortuna Investors LLC	Low $420K	$21M	50	26%
Freedom Financial Management, Inc.	Low $470K	$12M	25	0%
Guardsman Private Capital Management, Inc.	Very High $4M	$100M	25	100%
Kuhn & Company Investment Counsel, LLC	Very High $2.5M	$120M	50	64%
Northpoint Financial	—	—	25	0%
Pinetree Advisors Corp.	Very High $3.4M	$86M	25	100%
Smolin Wealth Advisors, LLC	—	—	25	0%
Exos Wealth Strategies, LLC	Low $350K	$18M	51	0%
Angelus Investment Consulting, Inc.	Very High $8.5M	$220M	26	46%
BMH Capital Management LLC	Very Low $330K	$8.7M	26	12%
Cassini Capital Management, LLC	Very High $1.9M	$74M	39	49%
Conexus Capital Management, LLC	Very High $2.3M	$61M	26	69%
Cornerstone Family Office, LLC	Very Low $0	$0	39	100%
Kelly & Associates, LLC	Very Low $310K	$8.2M	26	19%
Noctua International WMG, LLC	Very High $12M	$470M	39	100%
Spark Wealth Advisors	Low $590K	$15M	26	23%
Symphony Financial Team	Very Low $0	$0	26	38%
Anova Management	Low $480K	$19M	40	75%
Cantata Wealth Management, LLC	Very High $3.2M	$85M	27	70%
Holden Family Office, LLC	Typical $700K	$38M	54	39%
Weston Capital Insights	Low $470K	$13M	27	100%
Bruin Wealth Advisors LLC	High $1.1M	$31M	28	61%
Global Wealth Management, L.C.	Very High $5.5M	$150M	28	75%
Rubik Capital Inc	Very High $2.3M	$33M	14	0%
Money Manager Inc.	Typical $810K	$23M	29	66%
Olivar & Greb Capital Management, LLC	Low $350K	$10M	29	52%
Servatus Capital	Very High $3M	$88M	29	59%
Springreef LLC	Very Low $0	$0	29	100%
Potomac Advisors, Inc.	Very Low $320K	$14M	44	0%
Premia Global Advisors, LLC	Very High $5.1M	$230M	44	77%
Acanto, LLC	Very Low $300K	$9.1M	30	3%
Comprehensive Wealth Solutions, LLC	Very High $6.2M	$370M	60	55%
I2 I Analytics, LLC	Very High $3M	$90M	30	77%
Resolute Capital, LLC	High $1.2M	$18M	15	27%
Optimist Capital	High $1.3M	$81M	61	64%
Synchronous Wealth Advisors LLC	Very High $4.7M	$290M	61	100%
Ethos Private Wealth	Typical $950K	$44M	46	37%
Mar Wealth Management Services, LLC	Very High $2.5M	$110M	46	52%
Olsen Family Financial, LLC	Very Low $300K	$14M	46	0%
RDG Capital Management LLC	High $1.6M	$71M	46	46%
Vincimus Capital, LLC	Very High $3.3M	$150M	46	63%
Cayside Partners	Very High $4.4M	$270M	62	100%
Copper Canyon LLC	Very Low $200K	$6.1M	31	0%
Coronado Investment Advisors, LLC	Low $490K	$15M	31	26%
Fierce Financial Group LLC	High $1.3M	$40M	31	42%
Fortius Financial Advisors, LLC	Very Low $180K	$11M	62	65%
Millennial Wealth Advisors	Very High $2.3M	$71M	31	94%
Decca Private Wealth Management, Inc.	Very Low $150K	$7M	47	9%
Maclendon Wealth Management, LLC	Very High $4M	$130M	32	69%
McMillan Analysis Corporation	Low $490K	$23M	48	60%
The World Changers Investments, LLC	Very Low $300K	$9.6M	32	0%
VII Capital Management LLC	Low $580K	$28M	48	65%
CPA Group Investment Management, LLC	High $970K	$32M	33	24%
Gordon Asset Management LLC	Very High $2.5M	$82M	33	85%
Klein Wealth Management, LLC	Low $510K	$17M	33	61%
Thales Investment Services, Inc.	Very Low $100K	$3.4M	33	0%
Lci Advisors	High $1.2M	$58M	50	44%
Millares Asset Management, LLC	Very High $4.7M	$230M	50	70%
Atlas Financial Advisors, LLC	Typical $840K	$56M	67	30%
Iliad Wealth Solutions	Very Low $110K	$5.6M	51	2%
ISGAM US LLC	High $1.3M	$66M	51	33%
Oberlin Wealth Partners, LLC	High $1.2M	$21M	17	76%
East Horizon Investments	Very High $1.6M	$56M	35	49%
New River Investments	Low $470K	$25M	53	17%
VIM Wealth Management, LLC	Low $440K	$31M	71	70%
Vital Capital LLC	Typical $940K	$66M	71	21%
CIRRUS CAPITAL MANAGEMENT, LLC	Typical $710K	$26M	36	33%
CJC Wealth Management	High $1.3M	$92M	72	43%
Compass	Typical $880K	$48M	54	20%
Generous Wealth Management	Typical $770K	$55M	72	72%
Moreno Capital	Very High $2.1M	$38M	18	0%
Regista Financial Strategies, LLC	Low $360K	$13M	36	31%
Orion Wealth Management LLC	Very Low $230K	$16M	73	30%
Clearwell Group	Very High $6M	$220M	37	78%
Heller Private Wealth	Very High $2.2M	$80M	37	35%
Holland Investment Management, Inc.	Very High $1.7M	$64M	37	59%
Penbrook Management LLC	Very High $2M	$150M	74	50%
RISE Investment Management, LLC	Typical $930K	$35M	37	54%
CM Capital Partners	Very Low $260K	$15M	56	46%
Loudon Investment Management, LLC	Very High $2.9M	$220M	75	48%
Benchmark Wealth Management	Very High $2.3M	$180M	76	49%
Black Arrow Capital LLC	High $1M	$38M	38	32%
Eagle's Crest Advisors, LLC	Very High $1.6M	$62M	38	55%
Haron Capital Management, LLC	High $1.2M	$44M	38	100%
Magen Wealth Management, LLC	Typical $950K	$18M	19	32%
Saint Joseph Advisors LLC	Typical $770K	$29M	38	21%
Wakely Investment Management	High $1.5M	$83M	57	32%
Journey Financial Management, LLC	Typical $750K	$58M	77	29%
Federmann Financial Advisors Inc.	Very High $1.9M	$110M	58	59%
Kris Lewicki & Associates, LLC	High $1.5M	$89M	58	36%
Financial Life Designs LLC	High $970K	$38M	39	41%
Knight Financial Investments	Very Low $330K	$13M	39	0%
Managed Wealth Advisors	Typical $960K	$37M	39	46%
Renew Family Wealth	High $1.2M	$97M	78	23%
Thomas Story and Son LLC	Very High $8.3M	$320M	39	72%
VectorWealth	Low $540K	$42M	78	21%
Diamant Asset Management, Inc.	Very High $3.5M	$200M	59	100%
Theory Planning Partners	Low $560K	$33M	59	8%
Hyperion Wealth Management, LLC	Typical $950K	$38M	40	75%
Preserve Private Wealth, LLC	Very High $2.2M	$88M	40	88%
Sentinel Wealth Inc	Very High $1.7M	$34M	20	45%
Walton Rahal CPAs PLLC	Very High $1.9M	$77M	40	0%
Waxman Financial	Typical $720K	$29M	40	33%
Capco Asset Management, LLC	Very High $3.8M	$310M	82	79%
Krehbiel Financial LLC	High $1.4M	$59M	41	56%
Lexington Financial/Life Management, LLC	Very High $2.6M	$100M	41	54%
Howland and Associates, LLC	Very High $2M	$120M	62	55%
Aaron Brask Capital	Very High $1.8M	$77M	42	100%
Bridgford Wealth Advisory, LLC	Low $340K	$14M	42	26%
Camerondowning, Inc.	Low $480K	$40M	84	12%
CochranMickels Retirement Specialists, LLC	Typical $720K	$30M	42	21%
Fifth Set Private Wealth Management LLC	Very High $2.5M	$160M	63	70%
Fleishel Financial Associates, Inc.	—	—	63	0%
Tandem Capital Management, Inc.	Very High $2.9M	$240M	84	86%
Yarash Global Solutions Inc.	Very Low $140K	$3M	21	0%
Cogent Private Wealth	Very High $2.2M	$190M	85	55%
Keystone Wealth Advisors, Incorporated	Very High $3M	$190M	64	52%
Passage Global Capital Management, LLC	Typical $830K	$53M	64	38%
Achieving Veritas LLC	Typical $820K	$70M	86	38%
Attainable Wealth	High $1.1M	$46M	43	44%
Elite Life Management LLC	Very High $1.7M	$150M	86	17%
GlassBead Capital Management LLC	Very High $3.2M	$140M	43	100%
Grey Rhodes Advisors, LLC	High $1M	$44M	43	0%
Huff Wealth Management LLC	High $970K	$41M	43	67%
Matthias Private Wealth, LLC	Very High $5.6M	$240M	43	77%
Portfolio Audit, LLC	Typical $890K	$38M	43	23%
BICE Wealth Management LLC	Very High $2.5M	$160M	65	100%
TQM Wealth Partners	Very High $1.9M	$120M	65	42%
AKPRIDE Financial Services	Low $560K	$25M	44	20%
Couture Financial Inc.	Typical $640K	$28M	44	16%
Monocacy Wealth Management, LLC	Low $520K	$34M	66	38%
Parable Wealth Advisors	Very High $1.8M	$160M	88	51%
Life, Inc. Retirement Services	Very Low $210K	$19M	89	0%
Mad River Investors	Very High $3.2M	$290M	89	76%
Cypress Capital Group	High $1.4M	$63M	45	82%
Marchand Faries Financial Management, Inc.	High $1.5M	$140M	90	47%
Skyview Pinnacle	Very Low $230K	$10M	45	0%
Benjamin Securities, Inc.	Low $490K	$34M	68	7%
Lionsbridge Wealth Management LLC	Very High $1.8M	$120M	68	60%
The Hendrickson Advisory Group, Inc.	—	—	68	0%
Ashcraft Wealth Advisors LLC	Very Low $82K	$3.8M	46	0%
Jackson Private Wealth Management, Inc.	Low $350K	$16M	46	22%
Maiden Cove Capital	Very High $2.7M	$120M	46	100%
Mori Huston Partners	Very High $3.1M	$210M	69	99%
Ponta Wealth Partners, LLC	Very High $9.1M	$210M	23	65%
Walters Strategic Advisors, LLC	High $1.3M	$60M	46	22%
Lane Generational LLC	Very High $2.5M	$120M	47	68%
Lentz Advisors	Typical $840K	$39M	47	55%
Livian & Co.	Very High $2.2M	$100M	47	100%
Steadfast Financial Services	High $1.3M	$61M	47	53%
Abacus Capital Advisors	Very High $2.5M	$120M	48	52%
ACE Wealth Management LLC	Very Low $300K	$14M	48	31%
ARIA Corporation	Typical $950K	$25M	25	63%
B1 Financial	Low $550K	$40M	72	93%
Bassam Wealth Management, LLC	Very High $8.7M	$210M	24	100%
BlueSky Investment Advisers, LLC	Very Low $330K	$23M	72	67%
Forem Investments LLC	High $1.3M	$61M	48	69%
Goar, Endriss & Walker, P.A.	High $1.1M	$26M	24	0%
Keen Capital, Ltd	High $1.5M	$150M	96	50%
Red Hills Capital, LLC	High $1.2M	$58M	48	60%
Tackett Wealth Management, LLC	High $1.4M	$65M	48	60%
Soar Financial LLC	Very Low $150K	$15M	97	3%
Cubic Advisors, LLC	Typical $950K	$47M	49	43%
Inkwell Capital	High $1.5M	$74M	49	59%
Docsa Capital Management, Inc.	High $1.3M	$95M	74	38%
Fairway Asset Management, LLC	Typical $930K	$69M	74	15%
Global Kandor Advisors, LLC	Very High $6.5M	$480M	74	70%
Frankly Finances	Very High $8.1M	$200M	25	84%
New Horizon Retirement Advisors	Very Low $210K	$10M	50	0%
O'Toole Strategic Investments LLC	—	—	50	0%
Polley Wealth Management LLC	Low $380K	$19M	50	20%
Sickle Hunter Financial Advisors	Low $450K	$45M	100	3%
South Bay Financial Partners	Very High $2.3M	$110M	50	54%
The Astorino Financial Group, Inc.	—	—	50	0%
Third Eye Capital Management, LLC	Very High $4.9M	$120M	25	100%
Vantage Wealth Management LLC	High $1.1M	$53M	50	100%
Vista Way Advisors	Typical $730K	$36M	50	24%
Taber Asset Management L.L.C.	High $1M	$100M	101	100%
Ashford Investment Advisors	High $1M	$80M	76	32%
Falker Investments Inc.	Very High $1.8M	$90M	51	82%
Great Wealth Investments	Very Low $310K	$16M	51	14%
Zuraw Financial	High $1.2M	$64M	51	24%
QVG, LLC	High $1.2M	$92M	77	52%
Cornerstone Investment Services	Typical $790K	$62M	78	23%
Greybox Investments	High $1.3M	$140M	104	31%
Johnson Private Wealth Management, LLC	Typical $650K	$34M	52	33%
Meddent Solutions	High $1.1M	$28M	26	100%
Michael L. Ball, CPA, LLC	High $1.1M	$84M	78	37%
Lyons Wealth Management	Typical $780K	$83M	106	0%
Resnick Wealth Alliance, LLC	High $1.4M	$76M	53	68%
Advanced Portfolio Design, LLC	High $1.3M	$100M	80	39%
Sterling Wealth Advisors, Inc.	Very High $2.8M	$220M	80	63%
Carl Domino Inc.	High $1.2M	$66M	54	35%
Downshift Financial	Very High $2.7M	$210M	81	100%
Fortitude Financial Planning LLC	High $1.1M	$60M	54	46%
Kabat Advisory Group, LLC	—	—	81	0%
The Table Financial Planning LLC	Low $530K	$57M	108	9%
MARIVA Global Asset Management, LLC	Typical $670K	$74M	109	50%
Plan & Act	Typical $780K	$64M	82	17%
Incline Investment Advisors, LLC	Typical $830K	$92M	110	51%
Integrity Financial Strategies	Low $430K	$24M	55	24%
Integrity Wealth Management	Typical $700K	$77M	110	10%
Prosperity Wealth Strategies LLC	Very High $1.7M	$95M	55	45%
Cela Wealth Management	Typical $700K	$58M	83	19%
Capview Advisors, LLC.	High $1.5M	$42M	28	100%
Logan Financial Planning LLC	Typical $630K	$35M	56	29%
NTV Asset Management, LLC	High $1.2M	$68M	56	55%
One Wealth Investors	High $1.5M	$160M	112	48%
BPP Wealth Solutions, LLC	Very High $2.2M	$250M	113	64%
Creative Resources Investment Advisors LLC	Very Low $200K	$17M	85	24%
Alpha Advisors, LLC	Low $540K	$31M	57	4%
ASI Wealth Advisors LLC	Low $530K	$30M	57	40%
Bonwell Capital Management, LLC	Very High $1.8M	$100M	57	35%
Celaya Wealth Management	Low $420K	$24M	57	0%
Fieldstone Money Management, Inc.	Very Low $170K	$9.7M	57	11%
LMPG Wealth Advisors, LLC	Very High $2.3M	$130M	57	75%
Tradition Investment Management, LLC	Very Low $310K	$18M	57	14%
Copia Wealth Management Advisors, Inc.	Very Low $230K	$20M	86	2%
Investment Management Services Group, LLC	Very Low $110K	$9.2M	86	8%
Strategic Financial	Very Low $0	$0	86	80%
Bethesda Financial Advisors, LLC	High $1.5M	$84M	58	47%
Brooks Financial Advisory Group, Inc.	Very Low $260K	$15M	58	10%
Colchester Investment Counsel LLC	Very High $2.2M	$130M	58	66%
Excel Capital Management Corp	Very High $2.9M	$170M	58	100%
Goi	Very High $1.9M	$110M	58	67%
Lyons Investment Management	Very High $1.9M	$56M	29	48%
Red Reef Advisors LLC	High $1.4M	$120M	87	49%
RiverGlades Family Offices, LLC	Very High $2.9M	$170M	58	59%
Sundial Wealth LLC	Very High $2.2M	$130M	58	88%
Utopia Wealth Management, LLC	Very High $4.2M	$250M	58	67%
Virji Investments, Inc.	Low $580K	$34M	58	12%
Five Oceans Advisors	Very High $3.8M	$450M	117	63%
Global Trust Wealth Management LLC	Very High $2.4M	$210M	88	49%
Motive Wealth Advisors, LLC	Very High $4.1M	$360M	88	66%
Marathon Financial Group	Very High $2.6M	$310M	118	73%
Aureum Wealth Management, LLC	Very High $1.7M	$150M	89	47%
Caleo Capital N.A. LLC	Typical $910K	$110M	119	8%
Catalyst Investment Management LLC	Very High $2.2M	$130M	60	58%
Illumine Investment Management, LLC	Very High $2.1M	$190M	90	32%
Legacy Family Office, LLC	Very High $2.1M	$64M	30	87%
Meridian Financial Services, Inc.	High $1.2M	$73M	60	0%
Mooney Financial	High $1.5M	$92M	60	40%
Mutual Trust Asset Mgmt., Inc.	Low $490K	$58M	120	7%
Heritage Financial Advisory, LLC	Very Low $310K	$19M	61	11%
Manhattan Wealth Management Group	Typical $640K	$39M	61	20%
Rockingstone Advisors	Very High $4.6M	$280M	61	89%
Brennan Capital Management LLC	Typical $650K	$40M	62	23%
Ceres Financial Group, Inc.	Low $480K	$30M	62	18%
Dobson Street LLC	Very Low $140K	$8.5M	62	0%
Genesis Advisors, LLC	Typical $800K	$99M	124	11%
Hurley Wealth Management Group, Inc	High $960K	$30M	31	35%
Incomar Investments, LLC	High $1.5M	$92M	62	82%
Envision Financial LLC	Very High $2.8M	$350M	125	100%
Aventura Capital Management, LLC	Low $380K	$48M	126	10%
Beaulieu & Associates, LLC	Typical $680K	$43M	63	21%
Century Business & Financial Services	Very Low $220K	$14M	63	11%
Clarity Capital Advisors, LLC	Very High $5.7M	$360M	63	87%
Domani Advisors	Very High $5.3M	$330M	63	67%
Family Steward Wealth Consulting®	Very High $1.7M	$100M	63	38%
Heron Equity Management, LLC	Very Low $81K	$5.1M	63	13%
Lang Asset Management, Inc.	Very Low $270K	$17M	63	0%
CIGX, LLC	Low $410K	$39M	95	13%
Colarion	Very High $1.7M	$160M	95	57%
ABW, LLC	Very Low $200K	$13M	64	9%
Akar Capital Management, Inc.	Typical $910K	$58M	64	52%
CFG Wealth Management Services Inc	High $1.3M	$80M	64	64%
Nobles & Richards Advisors, LLC	Very Low $270K	$34M	128	9%
Plan First Wealth LLC	High $1.5M	$140M	96	67%
Drumond Wealth Management	Low $460K	$59M	129	14%
Forza Wealth Management	Very High $3.2M	$410M	129	60%
CS Advisors Inc.	High $1.2M	$110M	97	64%
One Hopper Asset Management	Typical $760K	$50M	65	12%

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