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 %
Chiron Capital Management, LLC	Very Low $250K	$230M	896	28%
ACA/Prudent Investors Planning Corporation	Low $400K	$350M	880	8%
Plan Confidence Corporation	—	—	859	0%
Kennon Financial	Low $400K	$300M	741	11%
Greenbridge Partners LLC	Typical $670K	$430M	648	17%
Bradford Financial Services Corp	Low $460K	$250M	549	0%
Wealth Management Corporation	Very Low $150K	$240M	1,641	2%
Kramer Investment Services, LLC	Very Low $120K	$63M	507	0%
Pento Portfolio Strategies, LLC	Very Low $270K	$240M	874	88%
Toomey Investment Management, Inc	Very Low $240K	$310M	1,291	6%
MFP Financial Services, LLC	Very Low $280K	$360M	1,284	13%
Orca Wealth Management, LLC	Low $420K	$170M	406	54%
Livelsberger Financial Advisory	Low $450K	$170M	371	2%
Northfort Financial, LLC	Very Low $330K	$120M	356	0%
Asia Pacific Financial Management Group, Inc.	Very Low $150K	$210M	1,417	3%
Dynamic Asset Management Group LLC	Very Low $240K	$84M	349	5%
McKee Investment Planning, Inc.	Very Low $150K	$99M	647	4%
Wiregrass Asset Management	Very Low $300K	$95M	313	34%
Money Script Wealth Management, PLLC	Very Low $310K	$96M	310	10%
Tower Wealth Partners	Low $480K	$440M	920	16%
Its Asset Management, L.P.	Low $420K	$250M	586	3%
Mann Financial Group	Low $560K	$330M	585	17%
Masterplan Retirement Consultants	—	—	290	0%
Rhino Wealth Management	Very Low $280K	$80M	285	10%
South Shore Investment Services LLC	Very Low $210K	$120M	570	4%
Cramer & Rauchegger, Inc.	Very Low $180K	$150M	850	11%
The Capital Group Fiduciary Advisors, LLC	Typical $670K	$190M	283	18%
Gulfcoast Financial Services, Inc.	Very Low $270K	$77M	282	7%
Campbell Capital Management Inc	High $1.1M	$300M	265	38%
Folionet Advisers LLC	Very Low $23K	$24M	1,058	0%
Rockdale Financial Services, Inc.	Very Low $220K	$59M	262	9%
Zinnia Wealth Advisory, LLC	Very Low $330K	$170M	512	6%
Sandy Morris Financial & Estate Planning Services, LLC	Very Low $240K	$180M	767	6%
Smith Asset Management Co., LLC	Low $360K	$280M	765	5%
Provider Financial, Inc.	Typical $600K	$300M	505	42%
Altitude Wealth Management, LLC	Very Low $220K	$110M	502	4%
Ransom Advisory	High $1.2M	$300M	250	55%
Wakeful	Very Low $160K	$39M	250	16%
Guardian Financial, Inc.	Very Low $310K	$77M	248	4%
Legacy Investment Advisors LLC	Very Low $120K	$61M	492	2%
Wurz Financial Services, LLC	Very Low $240K	$120M	491	9%
Old Forge Wealth Management, LLC	Low $400K	$98M	244	10%
Barlas O'Reilly Wealth Management, LLC	Very Low $47K	$34M	730	0%
Bankshop, LLC	Very Low $260K	$62M	240	6%
Bucket List Wealth Management, LLC	Low $460K	$220M	480	25%
Carpenter, Claydon Advisors, Inc.	High $1.1M	$260M	239	79%
Des Moines Investments, LLC	Low $350K	$250M	700	11%
BG Wealth Advisory, LLC	—	—	462	0%
Private Wealth Group, LLC	High $1.1M	$250M	228	27%
Standfast Asset Management, LLC	Low $430K	$99M	227	19%
RD Lewis Wealth Management	Low $570K	$260M	451	27%
Q Capital Solutions	Typical $940K	$210M	225	37%
Acumen Financial Advisors, LLC	Very High $2.1M	$470M	220	61%
Capital Advisory Services, LLC	Very Low $210K	$90M	439	0%
Stock Management LLC	Very Low $320K	$140M	439	18%
HFM INVESTMENT ADVISORS, Inc.	Very High $2.2M	$480M	218	58%
Copperline Wealth Management & Planning	Very Low $290K	$120M	430	28%
Peak Wealth Management, LLC	Typical $690K	$450M	643	19%
Ciovacco Capital Management	High $960K	$210M	214	69%
44 North Capital, LLC	Very Low $290K	$120M	425	51%
Reap in Wealth Management, LLC	Very Low $55K	$34M	627	0%
Valley Oak Investment Strategies LLC	Very Low $150K	$32M	209	10%
Capital Preservation Partners, Inc.	Low $530K	$220M	417	15%
Anchor Wealth Management Group LLC	High $1.1M	$230M	208	45%
Vision Wealth Management, Inc.	Very Low $200K	$81M	416	9%
Borabond, LLC	Very Low $400	$83K	207	0%
Milagre Wealth Management, Inc.	Very Low $330K	$140M	414	7%
Sterling Bridge Financial Group LLC	Very Low $160K	$130M	826	6%
Align Wealth Advisors	Low $490K	$100M	205	0%
Bodnar Financial Advisors, Inc.	—	—	410	0%
Edwards Financial services	Very Low $150K	$60M	410	76%
Brixton Capital Wealth Advisors, LLC	Very Low $260K	$210M	819	25%
Solomon API LLC	Very Low $280K	$170M	613	2%
Guernsey Financial, LLC	Very Low $0	$0	204	29%
Kirtland Financial Management, Inc.	Very High $1.9M	$380M	201	46%
Virtus Financial Partners	Very Low $190K	$110M	602	18%
The Pension Group	Very Low $300K	$180M	599	2%
Aljen Asset Management LLC	Low $410K	$160M	397	23%
Bates Financial Advisors, Inc.	High $1.1M	$440M	397	33%
Fund Advisors of America Inc	Very Low $260K	$150M	585	5%
Plan to Prosper Wealth Management	Low $520K	$200M	390	13%
Prosperity Asset Management, LLC	Very Low $290K	$57M	195	8%
Schuchard Capital Management Inc	High $1.5M	$290M	195	48%
Spyrnal Financial Group	Low $370K	$140M	387	9%
Magnolia Wealth Management LLC	Low $480K	$180M	385	26%
Cherry Creek Investment Advisors Inc	Typical $920K	$350M	381	24%
Crossplan Money Management	Very Low $330K	$63M	190	6%
Ingram Advisory Services, LLC	Very Low $290K	$110M	380	6%
Tuttle Wealth Partners LLC	Very Low $120K	$65M	565	6%
CND Financial	High $1M	$200M	188	39%
Duncan Financial Management, Inc.	Very Low $68K	$25M	375	3%
Bountiful Investment Management LLC	Very Low $290K	$160M	560	2%
The Holland Group, Retirement Wealth Advisors, LLC	Low $380K	$280M	744	5%
American Financial & Tax Strategies, Inc.	High $1.5M	$280M	185	43%
Privileged Planning Inc.	Very Low $220K	$40M	184	6%
Taylor & Williams, Inc.	Low $500K	$91M	184	10%
Alliance Wealth Advisors	Very Low $240K	$87M	366	5%
Miami Valley Portfolio Management Inc	Very Low $260K	$190M	732	12%
Lighthouse Retirement	High $1.6M	$280M	182	26%
Skyview Financial Group, LLC	Typical $790K	$290M	362	11%
Bard Associates Inc	Very High $2.2M	$400M	180	52%
Crosby Advisory Group, LLC	Very Low $150K	$81M	533	2%
Financial Planning Center, LLP	—	—	354	0%
Premier Private Wealth Management, LLC	Very Low $180K	$130M	698	2%
CPR Financial & Insurance Services, Inc.	Very Low $130K	$89M	696	2%
Eaton Financial Group	Typical $910K	$310M	347	21%
Hall Capital Management Company, Inc.	Typical $730K	$380M	519	23%
Andersen Wealth Management	Very Low $140K	$95M	691	0%
Cornerstone Financial Consulting, LLC	Very Low $100K	$51M	512	5%
Appalachian Capital Management	Low $500K	$170M	341	15%
Avant Capital, LLC	Low $510K	$170M	339	20%
Straight Forward Wealth Management, LLC	Very Low $130K	$46M	339	1%
Udine Wealth Management Inc.	Typical $810K	$270M	338	34%
Steady Returns	Low $480K	$160M	336	22%
Tim Looney Investments, LLC	High $970K	$490M	504	24%
Investment Management & Planning LLC	Low $470K	$230M	503	62%
Main Street Asset Management LLC	Very Low $94K	$16M	167	0%
STM Asset Management LLC	Very Low $92K	$46M	498	0%
Madden Advisory Services, Inc.	Typical $810K	$270M	331	37%
Fellowship Financial Group	Low $340K	$170M	489	7%
Unified Wealth Management LLC	Low $460K	$150M	325	10%
Proper Wealth	Very Low $260K	$130M	485	46%
Second Half Financial Partners, LLC	Very Low $260K	$130M	485	9%
Armada Advisors	Low $420K	$140M	323	14%
Sard Wealth Management Group, LLC	High $1.4M	$430M	319	49%
Pawleys Investment Advisors, LLC	Very Low $270K	$86M	315	17%
Lake Tahoe Wealth Management, Inc.	Typical $910K	$290M	314	35%
Orion Investment Co	Typical $690K	$430M	627	56%
Gineris Wealth Management	Very Low $280K	$89M	312	10%
Kellett Wealth Advisors, LLC	Typical $680K	$320M	465	11%
B&E Investment Advisers, Inc.	—	—	462	0%
Invenio Wealth Partners, LLC	High $1.1M	$330M	308	76%
North Compass Financial Advisors, LLC	Low $440K	$140M	308	13%
Baron Financial Group LLC	High $1.2M	$360M	306	35%
Stage 2 Planning Partners LLC	Low $340K	$100M	306	8%
Capstone Pacific Investment Strategies	Very Low $150K	$47M	302	7%
Asset Solutions, Inc.	Very Low $330K	$98M	300	7%
Kaizen Wealth Management, LLC	—	—	450	0%
Timmons Wealth Management	High $1.2M	$180M	150	40%
Mercurio Wealth Advisors	Very Low $320K	$140M	446	3%
Capstone Investment Management LLC	Very Low $320K	$94M	296	36%
Ferris Wheel Finance, Inc.	Very Low $140K	$41M	296	3%
von Adelung Wealth Management	Very Low $280K	$84M	296	4%
Canty Financial Management, Inc.	Low $540K	$240M	443	44%
Semus Wealth Partners, LLC	Very High $1.8M	$260M	147	35%
D & G Advisory Group, L.L.C.	Typical $650K	$190M	293	31%
Peak Capital Management	Very Low $290K	$85M	293	8%
Castle Financial & Retirement Planning Associates Inc	Typical $740K	$110M	146	23%
David P. Gilliam & Associates, Inc.	Low $400K	$180M	438	15%
Greycliff Wealth Management, LLC	Low $550K	$80M	146	40%
Thames Financial Management	High $1M	$300M	292	36%
VCM Wealth	Low $360K	$100M	291	51%
Great Lakes Benefits and Wealth Management	Very Low $240K	$71M	290	10%
Athena Wealth Management, LLC	High $1.2M	$170M	144	42%
Wood Tarver Financial	Typical $800K	$460M	575	26%
Candace Shira Associates, LLC	High $1M	$440M	431	39%
Tudor Financial, Inc.	Low $590K	$250M	431	17%
Finish Well RIA LLC	Low $340K	$99M	287	8%
Kaplan Wealth Management, Inc.	Very Low $310K	$89M	287	30%
Sky Alpha Asset Advisors	Low $540K	$150M	286	67%
Waypoints Financial	Low $360K	$160M	428	7%
Callahan Wealth Advisory	High $1.2M	$350M	285	35%
Mariaca Wealth Management, LLC	Typical $790K	$230M	285	17%
Center for Asset Management, LLC	Typical $900K	$250M	284	30%
Phillips Wealth Management LLC	Very Low $310K	$89M	284	6%
McCulley Financial Group, LLC	Typical $720K	$100M	141	16%
Summit Wealth Group, LLC	Typical $650K	$180M	282	20%
Lebens Advisory Group LLC	Low $380K	$53M	140	14%
Libertas Wealth Management Group, Inc.	Low $520K	$150M	280	8%
Brisbois Capital Management LLC	Typical $700K	$97M	138	60%
Haas Financial, Inc.	Typical $710K	$98M	138	22%
Bautis Financial, LLC	Typical $720K	$200M	275	10%
Regatta Research & Money Management L.L.C.	Low $380K	$210M	550	11%
Dougherty Investment Advisors	Low $340K	$140M	412	92%
AMFG Wealth Management LLC	Very Low $98K	$53M	547	2%
Brightwater Advisory, LLC	High $1.1M	$290M	273	47%
Pearl Wealth Group	Low $380K	$100M	273	8%
HYJC Capital of WNY	Very Low $300K	$82M	272	25%
LDN Wealth, LLC	Very Low $0	$0	271	25%
Agemy Wealth Advisors, LLC	Very Low $320K	$130M	404	27%
Momentum Wealth Management	Very Low $240K	$64M	269	6%
Trendscast Financial LLC	Very Low $94K	$25M	267	4%
Atlas Financial Advisors, Inc.	Very Low $180K	$47M	266	6%
Kennedy Wealth & Tax Management, LLC	High $1.6M	$210M	133	44%
Royal Oak Financial Group	Typical $920K	$370M	399	30%
Secure Planning, LLC	Low $350K	$190M	529	4%
Applied Capital	Low $600K	$160M	264	29%
Old Oak Financial Planning, Inc.	Typical $610K	$160M	264	19%
Richard P. Doleva & Associates	Very Low $0	$0	264	14%
Dorman Financial Management, P.A.	Low $600K	$160M	262	22%
Schwan Financial Advisors, LLC	Very Low $0	$0	261	98%
Rice Wealth Management Group, Inc.	Typical $700K	$91M	130	20%
RM Financial Services, LLC	Typical $600K	$230M	390	31%
Steinberganna Wealth Management LLC	Very High $1.8M	$470M	259	41%
Kirtland Hills Capital Management, LLC	High $1.4M	$370M	256	65%
Neu Wealth Group	Very High $2.2M	$280M	128	30%
M1 Capital Management LLC	High $1M	$400M	383	27%
Digital Asset Investment Management	Very Low $310K	$80M	255	9%
LifePlan Financial, LLC	Low $550K	$140M	255	25%
Reshape Wealth	Very High $1.8M	$230M	127	69%
BARR Financial Services, LLC	High $1.1M	$270M	253	38%
M&M Wealth Management, LLC	Very Low $330K	$83M	251	25%
Bennington Financial Planning Group	Typical $700K	$260M	376	32%
Physician Family Financial Advisors Inc	Typical $760K	$280M	376	43%
Rik Saylor Financial, Inc.	Low $520K	$190M	376	26%
The Bottom Line Wealth Management Ltd.	Very Low $25K	$6.3M	250	0%
Hershey Financial Advisers, LLC	Very Low $300K	$150M	499	5%
GuidedQuest, LLC	—	—	247	0%
McInerney Investment Advisors	—	—	494	0%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
JPL Asset Management and Planning, LLC	Very Low $250K	$92M	369	0%
Kenneth Frenke & Co	Typical $840K	$210M	245	24%
Harvest Investment Advisors, LLC	Very High $1.6M	$200M	122	35%
Private Client Asset Management, Inc.	Typical $740K	$180M	244	38%
Florin Pensions LLC	—	—	485	0%
Aptus Wealth Management, LLC	Low $380K	$93M	242	38%
Oliver Wealth Management	Typical $690K	$330M	484	17%
Rinaldi Wealth Management, Inc.	Typical $670K	$240M	363	36%
The Sherwin Group	Very Low $160K	$38M	242	9%
Wealth Management Advisors, inc.	Very Low $190K	$47M	242	12%
Northstar Advisory Group, LLC	High $1M	$360M	361	31%
Atlantic Family Wealth, LLC	Typical $740K	$180M	240	57%
Baobab Wealth Management	Very Low $290K	$70M	240	6%
Courtesy Investment Advisory Services LLC	—	—	120	0%
The David J. Yvars Group Inc.	Typical $630K	$300M	476	30%
The Keystone Financial Alliance, LLC	High $1.4M	$160M	119	63%
Warther Private Wealth	High $1.4M	$330M	237	24%
Carolina Financial Advisors, Inc.	Low $510K	$240M	473	10%
Lifecraft Wealth Management	Low $550K	$65M	118	23%
Revision Wealth Management LLC	Very Low $110K	$13M	118	0%
Condon Wealth Management, Inc.	Low $510K	$120M	234	35%
Aldebaran Financial Inc	Low $580K	$200M	350	12%
Stawnychy Financial Services, Inc.	High $980K	$110M	116	22%
Concorde Financial Resources	High $980K	$230M	231	32%
Safe Harbor Fiduciary, LLC	Low $380K	$130M	346	22%
The Mustico Financial Group, Inc.	Typical $680K	$310M	460	15%
Personal Financial Profiles Inc	High $1.4M	$320M	228	52%
Peachtree Investment Partners, LLC	High $1.4M	$320M	227	36%
Principium Investments LLC	Typical $930K	$210M	227	22%
Bondwire	Very Low $200K	$45M	226	5%
Envision Capital Management Inc	High $1.5M	$330M	226	100%
Everest Financial Advisors, LLC	Very Low $280K	$62M	225	9%
Lavish Financial Planning	Very Low $160K	$35M	225	47%
Ipsen Advisor Group	Typical $670K	$230M	337	14%
American Community Wealth Management, LLC	Low $400K	$180M	449	54%
Tumolo Wealth Management LLC	Very Low $300K	$130M	449	7%
MFA Wealth Services	High $1.3M	$290M	224	4%
Clover Leaf Financial LLC	Low $340K	$75M	223	11%
Cox & Cook Wealth Advisors	Low $540K	$120M	223	28%
Trombley Wealth Management	Low $370K	$81M	222	8%
Chronos Wealth Management, L.L.C.	High $1.2M	$270M	221	37%
Meredith Wealth Planning	Very High $2.1M	$460M	221	52%
BNB Wealth Management, LLC	Low $460K	$200M	441	34%
T. Anton Investment House, Inc.	High $1.1M	$370M	328	38%
Future Financial Wealth Management Group, LLC	Typical $890K	$190M	218	27%
Kingsman Wealth Management Inc.	High $1.1M	$230M	216	25%
MFG Wealth Management, Inc.	Low $400K	$130M	324	9%
Sara-Bay Financial Corp.	High $1.2M	$400M	324	3%
Eastwind Capital Wealth Management	Very Low $280K	$92M	323	5%
Xcel Wealth Management, LLC	High $1.5M	$480M	323	24%
American Retirement & Investment Strategies, LLC	Low $480K	$100M	215	23%
ETF Portfolio Partners, Inc.	High $980K	$420M	429	25%
Saperston Legacy Advisors, Inc.	Low $420K	$180M	429	31%
Core Alpha, Inc.	Low $450K	$150M	321	0%
Reality Financial Planning Services, LLC	Low $570K	$120M	214	15%
Syntax Research, Inc.	Very High $1.8M	$190M	107	40%
Finer Wealth Management, Inc.	High $1.4M	$290M	213	37%
RWA Advisors	Low $470K	$100M	213	68%
Caruso and Company, P.A., Certified Public Accountants	Low $350K	$37M	106	81%
Wealth Pro Advisors, Inc.	High $1.5M	$320M	212	62%
Live Oak Investment Partners	Typical $670K	$210M	317	21%
Targeted Financial Services, LLC	Typical $610K	$260M	422	15%
Fernandez Wealth Management	Low $480K	$51M	105	16%
Templeton Financial Services Inc.	High $1.4M	$430M	315	100%
Witt Financial Group, LLC	Low $510K	$160M	314	27%
Brandywine Financial Group, Inc.	Typical $640K	$130M	208	26%
BRIA Capital Group, LLC	Low $490K	$150M	311	28%
Gragg Financial	Low $510K	$160M	310	18%
FamilyWealth Asset Management	Very Low $300K	$120M	413	7%
Inversiones Sura	Low $340K	$140M	413	6%
Newman Ladd Capital Advisors, LLC.	Low $520K	$110M	206	10%
Saul Wealth Advisors, LLC	Very High $1.9M	$200M	103	62%
Common Cents Wealth Management, LLC	Low $550K	$110M	205	17%
Sandhill Wealth Management, Inc.	Low $460K	$93M	205	17%
Forefront Asset Management, LLC	Low $440K	$130M	307	10%
Sage Investment Advisers LLC	Typical $870K	$270M	307	24%
DiPaolo Financial Group, Inc.	Low $410K	$170M	408	18%
Norseman Advisory Group, Inc.	Low $410K	$42M	102	6%
Stillblue Financial Partners, LLC	Low $530K	$110M	203	6%
Hull Wealth Management	Typical $690K	$140M	202	16%
Barnett Capital Advisors LLC	Low $520K	$100M	201	19%
Milinovich & Co., Inc.	Very Low $330K	$99M	301	10%
Enright, Mollin, Cascio & Ramusevic, Inc.	Very High $2.7M	$270M	100	55%
Hayek Kallen Investment Management L.L.C.	Very High $2.1M	$420M	200	11%
Merryfield Barnes, LLC	Low $590K	$120M	200	20%
Winthrop Partners - WNY, LLC	Typical $620K	$190M	299	15%
Horowitz & Company, Inc.	Typical $680K	$140M	199	21%
Fiduciary Capital, Inc.	Very Low $230K	$68M	298	11%
Arrow Wealth Advisors	Low $530K	$110M	198	22%
Law & Associates Inc	High $1.1M	$320M	297	18%
Oda And Company, Inc.	Typical $640K	$130M	197	17%
Eagle Financial Strategies	Low $470K	$140M	294	15%
Financial Guidance Group, Inc.	High $980K	$290M	291	24%
Styre Wealth	High $1.1M	$200M	194	35%
Safe Harbor Retirement Planners	Low $370K	$110M	290	14%
Family First Financial Planning	—	—	193	0%
Unify Financial Advisors	Typical $800K	$150M	193	18%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Daniel Krug & Associates	Typical $760K	$150M	192	29%
Lodestone Wealth Management LLC	High $1.2M	$330M	287	34%
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors	Low $540K	$160M	287	41%
Bond Financial Group, Inc.	Very Low $290K	$55M	191	6%
Capstone Wealth Management Corp.	Low $380K	$110M	286	8%
JW Thompson Investments LLC	Very Low $160K	$30M	190	20%
Newcorp Wealth Management	Typical $740K	$140M	190	23%
Waterstone Financial Advisory LLC	Typical $880K	$250M	285	24%
Elevation Advisory Partners LLC	Low $600K	$230M	378	15%
First Financial Group	Typical $840K	$320M	378	24%
Skybox Financial Group LLC	Low $400K	$75M	189	11%
Blue Jay Financial Group, LLC	Low $400K	$110M	283	8%
Elm3 Financial Group, LLC	Typical $660K	$190M	282	23%
WealthPoint Advisors	Low $380K	$140M	375	8%
Asset Protection Group	Very Low $330K	$62M	187	9%
Blue Point Financial, Inc.	Typical $780K	$150M	187	36%
Successful Wealth Strategies, LLC	Very Low $270K	$51M	187	16%
IMZ Advisory Inc.	Typical $800K	$300M	372	34%
Steelhead Wealth Management	High $1.2M	$340M	278	37%
An Exceptional Life Financial, LLC	Typical $690K	$260M	370	14%
Applewhite & Buys Financial Advisors	Typical $830K	$150M	185	30%
Aurora Investment Managers, LLC	Very High $1.8M	$320M	185	30%
Hale & Doerr Wealth Management LLC	Very Low $260K	$47M	185	7%
Peninsula Asset Management Inc	High $1.5M	$280M	185	42%
Wisdom Financial Planning	Typical $900K	$170M	185	31%
Cassilly Financial	Typical $730K	$130M	184	52%
Magnolia Financial Planning Services, Inc.	Typical $760K	$210M	276	32%
St. Nicholas Private Asset Management, Inc.	Very High $1.6M	$150M	92	100%
Legacy Financial Services Group, Inc.	Typical $660K	$120M	183	19%
Key Capital Advisors, Inc.	Typical $770K	$70M	91	100%
The Alchemists, LLC	Very Low $280K	$25M	91	3%
Double Diamond Investment Group, LLC	Typical $720K	$65M	90	72%
Quantum Private Wealth, LLC	Very High $4.6M	$410M	90	63%
Moseley Investment Management, Inc.	High $1.2M	$440M	359	31%
Giverny Capital Advisors	Very High $1.8M	$330M	179	54%
Northstar Financial Planners, Inc.	Typical $850K	$310M	358	26%
Naples Money Management LLC	Typical $910K	$160M	178	35%
Invested Advisors	Typical $830K	$220M	266	23%
MF Advisers, Inc.	Very Low $200K	$35M	177	2%
Legacy Planning Advisors, LLC	Typical $880K	$230M	265	28%
Independent Wealth Management, LLC	High $1.2M	$200M	176	35%
Mutual Trust Advisory Group	Typical $940K	$170M	176	28%
Fairlane Investment Advisors Inc	Low $460K	$80M	175	19%
Copperwood Financial	Low $450K	$120M	262	18%
Almega Wealth Management	Low $450K	$120M	261	14%
Quantumvest, Inc.	Very Low $230K	$40M	174	17%
Genesis Wealth Management	Very Low $150K	$54M	347	2%
Dragus Capital, LLC	Very High $2.6M	$230M	86	93%
Safe Harbor Wealth Management, LLC	Very Low $170K	$29M	172	1%
Elevation Wealth Partners, LLC	Very Low $310K	$53M	171	0%
IDB Lido Wealth, LLC	Very High $2.1M	$350M	171	89%
M3 Advisory Group, LLC	Typical $900K	$310M	341	90%
Lewinter Wealth Advisors, LLC	Very High $1.9M	$160M	85	34%
Mainstream Capital Management	High $1.3M	$220M	170	35%
Opulus	Low $520K	$88M	170	19%
Core Partners	Very Low $180K	$45M	254	4%
Agnello Financial Group, Inc.	Very High $2.1M	$360M	169	33%
URS Advisory	Typical $950K	$180M	169	73%
The Jenkins Group	High $1.1M	$270M	251	36%
Integrity Wealth Management, Inc.	High $980K	$160M	167	23%
JB Meridian Advisors, LLC	Very Low $220K	$36M	167	11%
HFG Capital	Very Low $79K	$13M	166	0%
Rowley Financial	Low $590K	$98M	166	18%
McGinn Penninger Investment Management Inc.	Low $360K	$120M	331	100%
Golden Road Advisors LLC	Typical $940K	$230M	248	31%
Bay Capital	Very Low $330K	$54M	165	16%
Emergent Global Investments	Very Low $280K	$23M	82	16%
Wellington Adams Investment Advisory, LLC	Very Low $210K	$68M	328	17%
Networth Asset Management, Inc.	Low $420K	$100M	245	18%
The Palmer Knight Company	Very High $1.8M	$290M	163	52%
Wealthspan Investment Management, LLC	Very Low $290K	$93M	326	8%
WMGNA	High $1.1M	$350M	326	30%
Dixon and Company Wealth Management, LLC	Very Low $250K	$60M	244	10%
Stillwater Wealth Management Group LLC	Typical $780K	$190M	244	39%
LodeStar Advisory Group, LLC	Low $570K	$92M	162	21%
Northpeak Financial, Inc.	Low $410K	$67M	162	12%
Summit Investment Management, Ltd.	Low $520K	$84M	162	4%
Code Waechter LLC	High $1.3M	$410M	322	41%
R.W. Roge & Company, Inc	High $1.2M	$400M	322	38%
DRS Wealth Management	Low $460K	$74M	160	36%
Farnsley Wealth Management, LLC	Typical $640K	$51M	80	78%
Kubhera Enterprises LLC	Typical $850K	$200M	238	91%
Cohen Investment Advisors, LLC	High $1.1M	$250M	237	35%
NestEgg Advisors, Inc.	High $1.2M	$270M	237	43%
Prudent Financial Planning	Very Low $220K	$17M	79	18%
Way Street Financial, LLC	Low $430K	$34M	79	24%
Cane Capital Partners, LLC	Typical $850K	$270M	315	35%
Rall Capital Management, Inc.	Typical $780K	$120M	157	25%
Three Bearings Fiduciary Advisors, Inc.	High $1.3M	$200M	157	47%
Second 50 Financial	Very High $2.2M	$340M	156	46%
Virginia Investment Advisory, Inc.	Low $520K	$81M	156	16%
Ideal Retirement Solutions	Low $400K	$120M	311	31%
Wilson Wealth Stewardship	Low $380K	$59M	155	6%
Endurance Financial LLC	Low $450K	$35M	77	17%
Stone Summit Wealth LLC	Very High $1.9M	$440M	231	65%
Atlantic Wealth Partners, LLC	Typical $650K	$200M	307	74%
The Personal Wealth Coach	Typical $940K	$220M	230	3%
Boca Wealth Advisors	Very High $2.2M	$340M	153	57%
DRT Financial Advisors	Typical $620K	$95M	153	21%
Allied Private Wealth	High $980K	$220M	228	89%
Dunnavan & Co.	High $1.4M	$320M	228	32%
Hurlburt Financial	Low $420K	$63M	152	12%
Spinosa Wealth Management Group	High $1.3M	$190M	152	38%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Waystone Advisors LLC	Low $590K	$180M	303	15%
Grand Central Investment Group, LLC	Typical $820K	$190M	227	32%
Keating Investment Counselors Inc	Very High $1.7M	$260M	150	57%
Miller, Gesko & Company Inc.	Very High $2.3M	$170M	75	53%
The Marin Group Inc.	Typical $800K	$120M	150	17%
Trusttree Financial LLC	Low $520K	$78M	150	33%
Core Wealth Advisors	High $960K	$140M	149	29%
Farley Financial	Low $440K	$65M	149	0%
Hudson Financial Advisors Inc	—	—	223	0%
Storms & Rowdon Financial Services, Inc.	Typical $610K	$130M	222	11%
First Investment Corporation	Very Low $300K	$67M	221	13%
Pelican Wealth Advisors, LLC	Very Low $320K	$71M	221	12%
Aldebaran Capital, LLC	High $1.1M	$160M	147	29%
Generations Wealth Design	Low $350K	$51M	147	33%
NexWealth LLC	Typical $740K	$110M	147	14%
CAM Investor Solutions	High $1M	$150M	146	70%
Dunham Lane Capital Partners LLC	Typical $780K	$110M	146	49%
Rooted Planning Group	Typical $700K	$150M	218	37%
Aventus Investment Advisors, Inc.	Typical $940K	$140M	145	39%
Nolan Capital Advisors LLC	Very Low $220K	$31M	145	5%
Capital Financial Advisors of New York, LLC	Very High $1.8M	$260M	144	60%
Laguna Wealth Advisors, LLC	Low $540K	$150M	288	16%
Personalized Financial Solutions LLC	High $990K	$140M	144	29%
Salem Advisory Group LLC	Very Low $250K	$72M	288	9%
Position Wealth	High $1.1M	$240M	215	34%
ILG Private Wealth, Inc.	Low $580K	$83M	143	10%
Statetrust Capital, LLC.	Low $490K	$69M	143	36%
Stronghold Wealth Management L.L.C.	High $1.2M	$170M	143	31%
McDonough Capital Management, Inc.	Typical $850K	$240M	285	62%
Bull Bear Investment Management LLC	Low $470K	$67M	142	22%
Nathan G. Hanna, LLC	Very Low $220K	$31M	142	3%
RM Private Wealth Management	Very High $4.8M	$340M	71	100%
Sanchez & Zures, LLC	Very High $1.7M	$240M	142	44%
ST. John & Associates, Inc.	Typical $860K	$120M	142	30%
The Bendix Financial Group, Inc.	Typical $930K	$200M	211	37%
The Financial Center, LLC	—	—	211	0%
Third Eye Associates, Ltd	Very Low $0	$0	211	39%
AJF Capital Management, Inc.	Typical $620K	$170M	280	35%

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