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 %
The Private Client Advisory Group, LLC	Low $450K	$58M	130	11%
Ralicki Wealth Management & Trust Services	High $1.2M	$120M	98	31%
Princeton Asset Management, LLC	High $1M	$68M	66	100%
TRG Capital Management, Inc.	Typical $720K	$96M	132	38%
M Financial Planning Services, Inc	—	—	100	0%
Miser Asset Management	Typical $830K	$56M	67	36%
World Market Advisors	High $1.1M	$71M	67	45%
Camelot Wealth Management, LLC	Typical $660K	$66M	101	7%
Eagle Wealth Advisors	Very High $1.6M	$160M	101	31%
Tudor Advisors LLC	Very Low $120K	$12M	101	13%
Integrated Wealthcare, LLC	High $1.4M	$190M	135	39%
Bluestar Wealth Management	Very High $2M	$130M	68	50%
Brass Capital	High $1.1M	$76M	68	28%
Capstonewealth	Typical $720K	$49M	68	100%
FAO Wealth Inc	Typical $620K	$42M	68	19%
Lowry Financial Advisors	—	—	102	0%
The Quick Group LLC	Very High $2.2M	$74M	34	100%
Pacific Global Investment Management Company	Low $570K	$80M	124	33%
SKadvisors, LLC	Low $560K	$76M	137	34%
Five Mile River Investment Management, LLC	Typical $830K	$85M	103	100%
Avid Planning	Typical $850K	$59M	69	35%
Chacon Diaz & Di Virgilio Wealth Management, LLC	Typical $620K	$86M	138	21%
CayDen Wealth Management	Very Low $210K	$22M	104	9%
Bulwark Capital Corporation	Very High $2.1M	$150M	70	67%
Cornerstone Investment Management and Consulting, LLC	High $1.1M	$76M	70	39%
Macro Strategy Advisors	Very Low $270K	$9.6M	35	0%
Matriarch Wealth Management, LLC	Very High $3.6M	$250M	70	69%
Renew Wealth Management LLC	Very High $1.6M	$57M	35	100%
Tittmann & Rusch, LLC	—	—	70	0%
ValuEngine Capital Management LLC	Very Low $250K	$18M	70	0%
Washington Growth Strategies LLC	Very High $6.2M	$220M	35	51%
Joseph Wealth Management, LLC	Very Low $76K	$8.1M	106	2%
AFT, Forsyth and Company, Inc.	Very High $3.6M	$260M	71	56%
Iron River Capital LLC	Typical $640K	$91M	142	32%
Nottingham Wealth Partners, Inc.	Low $570K	$80M	142	11%
Chiper Wealth Management, LLC	High $1.2M	$130M	107	0%
Rise Financial Partners	Low $400K	$57M	143	13%
Cantu Tactical Wealth Management, Inc.	Typical $710K	$51M	72	0%
Cypress Asset Management, Inc.	Very High $2M	$140M	72	53%
Slayton Lewis Inc	Very High $4.4M	$320M	72	82%
Wise Stewardship Financial Planning, LLC	Typical $760K	$27M	36	25%
WH Cornerstone Investments Inc.	High $1.3M	$200M	145	33%
Wisdom Planning Group	High $1M	$110M	109	20%
Castle Island Wealth	Typical $800K	$120M	146	23%
Gerstemeier Financial Group,LLC	Very High $1.9M	$140M	73	59%
Hamilton Financial Planning LLC	Typical $840K	$61M	73	11%
Route 20 Private Wealth Inc.	High $1.1M	$78M	73	0%
Life Planning Partners, Inc.	Very High $3.2M	$350M	110	76%
Lifepoint Planning	High $1.5M	$160M	110	48%
Objective Capital Management, LLC	Very High $1.9M	$210M	110	65%
Accurate Capital and Wealth LLC	Very Low $210K	$30M	147	0%
Kingdom Capital Advisors, LLC	Very Low $330K	$24M	74	42%
Newell Wealth Management, LLC	Typical $670K	$50M	74	26%
Tripletail Wealth Management	Very High $1.8M	$130M	74	62%
Transition Financial Advisors Group, LLC	Very High $2M	$300M	149	71%
American Family Legacy Group	Low $400K	$45M	112	29%
Eden Capital Management, LLC	Typical $850K	$95M	112	31%
Catum Advisory Group, LLC	High $1.2M	$93M	75	47%
Colefp	High $1.2M	$89M	75	36%
Compass Rose Strategic Partners LLC	Typical $690K	$100M	150	45%
Doxa Capital, LLC	Typical $930K	$70M	75	33%
Lynx Advisory Partners	Very High $2M	$220M	113	58%
Frontier Financial Partners, LLC	Very Low $280K	$43M	151	18%
EDMP, Inc.	High $1.2M	$140M	114	42%
Equity Advisors of Kentucky Inc	High $1.2M	$140M	114	18%
Fendz Asset Management, Inc.	Very Low $150K	$11M	76	24%
Financial Freedom	Very High $3.9M	$440M	114	84%
LeClair Wealth Partners	Very High $2.4M	$360M	152	53%
MHP Asset Management	Typical $670K	$51M	76	18%
Silver Lake Advisory Partners, LLC	Very High $2.1M	$320M	152	59%
Financial Designs Wealth Management	High $1.5M	$170M	115	67%
QP Wealth Management, LLC	Very High $3.5M	$400M	115	71%
VSI Securities, Inc.	Very Low $300K	$23M	77	100%
Weatherhelm Capital Management LLC	High $1.2M	$89M	77	16%
Black Elm Advisers, LLC	Very Low $140K	$17M	116	33%
JEHM Wealth & Retirement, LLC	Low $560K	$64M	116	9%
AIS Capital Management L.P.	Very High $4.4M	$170M	39	97%
Mission Financial Planning, Inc.	Very Low $0	$0	117	65%
Paracca Financial Group	Very Low $290K	$22M	78	12%
Peak Investment Advisors, Inc.	Very High $5.9M	$230M	39	64%
Solist Financial	High $1.1M	$85M	78	28%
VaMa Oak Wealth, LLC	Typical $780K	$91M	117	31%
APM Wealth	Typical $600K	$47M	79	27%
Arbogast Financial Advisors, LLC	Typical $640K	$51M	79	14%
Green Era Financial LLC	Low $430K	$34M	79	28%
Intellicapital Advisors LLC	High $1.5M	$120M	79	62%
Wise Wealth Management, LLC	High $1.5M	$120M	79	47%
Compass Financial Group, Inc.	Very High $3.6M	$430M	120	73%
Guardian Rock Wealth Investment Management, Inc.	Low $570K	$46M	80	50%
Advanced Tax & Investments, Inc.	Low $340K	$27M	81	7%
Lifestyle Freedom Advisory Group, LLC	Typical $780K	$130M	162	28%
Parker Financial Advisors LLC	Very High $2.7M	$220M	81	68%
Kahn Financial Group	High $1M	$120M	122	36%
Avalon	Typical $770K	$31M	41	37%
Brightscape Investment Centers	High $1M	$130M	123	32%
F5 Financial Planning, L.L.C.	High $1.4M	$170M	123	54%
Investment Advisor Group	Typical $660K	$81M	123	8%
Lyon Capital Management, LLC	High $1.1M	$88M	82	57%
Vestwyze, LLC	Very Low $110K	$9.3M	82	0%
Bella Wealth Management, LLC	Low $450K	$74M	165	4%
Blake Schutter Theil Wealth Advisors, LLC	Very High $2.1M	$350M	165	48%
Strategic Asset Management Group Advisors	Very High $3.3M	$410M	124	53%
T.T.G. Financial, Inc.	High $1M	$170M	166	66%
Bortolussi Wealth Management, Inc.	Typical $660K	$83M	125	20%
William Howard & Co. Financial Advisors, Inc.	Very High $2M	$340M	167	44%
Advanced Wealth Management	Typical $660K	$110M	168	18%
Pullen Investment Management	Very High $1.6M	$140M	84	56%
Stout Wealth Advisory Group, LLC	Very Low $260K	$32M	126	4%
Seascape Capital Management, LLC	Very High $2.7M	$460M	169	88%
Beall Financial Planning, Inc.	Very Low $270K	$23M	85	2%
Modern Wealth LLC	Very Low $290K	$25M	85	0%
Allstreet Wealth	Low $510K	$65M	128	35%
Finance Wisdom	Low $460K	$58M	128	2%
Bridge Generations Wealth Management	High $1.5M	$260M	171	42%
AlphaQ Advisors	High $1.1M	$91M	86	26%
D2 Capital Management	Very Low $280K	$24M	86	5%
Flavin Financial Services, Inc.	High $1M	$180M	172	27%
Holmes Investment Management, Inc.	Low $380K	$50M	129	10%
Shaw Financial Solutions LLC	High $1.2M	$100M	86	42%
Traub Capital Management	Very High $1.6M	$210M	129	54%
Your Planning Partner LLC	High $1.1M	$91M	86	19%
Chesapeake Asset Management LLC	Very High $2.3M	$300M	130	50%
Integrity Wealth Advisors	Low $500K	$65M	130	9%
Makke Financial Advisory Group	High $1.3M	$170M	130	33%
Wiser Advisor Group	Typical $870K	$110M	130	75%
Sound Financial Solutions LLC	Very Low $210K	$18M	87	6%
AMG Wealth Management LLC	Very Low $260K	$23M	88	10%
Chesapeake Capital Management, LLC	Very Low $190K	$33M	176	26%
Dinergy	Very Low $330K	$29M	88	0%
Formulate Financial LLC	Very High $2.6M	$120M	44	100%
Guide Financial Planning	Low $530K	$70M	132	20%
Ocala Capital, LLC	Very Low $110K	$15M	132	2%
Upper Left Wealth Management, LLC	Very High $1.8M	$160M	88	59%
Vesta Wealth Management, LLC	Very High $7.6M	$330M	44	86%
Tidal Creek Capital Advisors	Typical $700K	$120M	177	21%
Financial Advisory Partners, LLC	Very High $2.3M	$300M	133	68%
Wittenberg Investments Inc.	Typical $660K	$88M	133	20%
Aventura Private Wealth, LLC	Very High $1.9M	$340M	178	46%
Blue Chip Financial Advisors, LLP	Low $580K	$100M	178	14%
Harvest Portfolio Management, LLC	Low $360K	$32M	89	0%
Prince Asset Management, Inc.	High $1M	$130M	134	26%
46 Peaks Investment Advisory Group	Very High $2M	$270M	135	67%
Compass Capital Investments LLC	Very Low $100K	$13M	135	12%
Gen Y Planning	Low $600K	$54M	90	12%
J.S. Replogle & Associates LLC	Low $450K	$40M	90	0%
MASH Financial Planning	Very Low $260K	$12M	45	7%
Money Management Concepts Inc.	High $1.3M	$120M	90	36%
Serenity Capital Advisors Inc.	High $1.4M	$64M	45	58%
Sulzberger Capital Advisors, Inc.	High $1.3M	$120M	90	54%
Vista Investment Management, LLC	High $1.6M	$280M	180	43%
Strategic Wealth Management LLC	Low $440K	$79M	181	74%
Obrien Greene & Co Inc	Very High $2.4M	$330M	136	65%
Aspen Financial Management, Inc.	Very Low $210K	$19M	91	0%
BrightPath Wealth Advisors LLC	Low $380K	$70M	182	23%
Merited Wealth, LLC	High $970K	$180M	182	28%
BLVD Private Wealth, LLC	Very High $1.6M	$220M	137	34%
Peloton Capital Management	Very High $2M	$280M	138	100%
SpraKer West Wealth Management, Inc	Very High $1.9M	$260M	138	59%
Ridgeline Private Wealth	Typical $930K	$170M	185	32%
Clear Harbor Wealth Management	Typical $740K	$69M	93	20%
First Light Wealth Advisors, LLC	High $1.2M	$110M	93	29%
Luxon Brown	Low $430K	$40M	93	10%
Three Sixty Wealth Management, LLC	High $1M	$190M	186	29%
Gianola Financial Planning, LLC	—	—	140	0%
Anselme Capital, Inc.	Typical $690K	$65M	94	32%
Messina Wealth Management, LLC	Typical $750K	$70M	94	22%
Retire Agile	Very High $2.3M	$430M	188	56%
Winslow Financial LLC	Low $520K	$98M	189	29%
Meadowbrook Advisors	Very High $2.3M	$320M	142	57%
Northeastern Financial Consultants, Inc.	Typical $760K	$72M	95	34%
Point Nemo Capital, LLC	High $1.1M	$100M	95	86%
Wealthgen Advisors, LLC	High $1.4M	$130M	95	31%
Sherman Wealth Management LLC	High $1.1M	$150M	143	29%
Pelorus Financial, LLC	Low $490K	$47M	96	14%
Personal Legacy Planners	—	—	145	0%
Alternative Capitalis, LLC	High $1.1M	$110M	97	34%
Asset Management Financial Services Inc.	Typical $810K	$79M	97	38%
Cadence Wealth Partners, LLC	Low $450K	$43M	97	18%
Lake Water Advisory, LLC	Typical $610K	$59M	97	16%
RWC for Life	Very Low $310K	$30M	97	10%
You First Financial LLC	Very Low $230K	$22M	97	4%
Waterrock Global Asset Management	Low $500K	$73M	146	36%
Clear Point Advisors, Inc.	Very High $1.7M	$250M	147	56%
Gladwyn Financial Advisors, Inc.	Very High $1.7M	$170M	98	48%
Wise Money Israel LLC	Low $350K	$17M	49	22%
Cambridge Financial Advisors, LLC	Very Low $0	$0	197	22%
Heritage Advisors Group, Inc.	Low $580K	$86M	148	22%
RCPlanners	Low $540K	$81M	148	12%
Holistic Finance LLC	Very Low $40K	$7.9M	198	1%
Ecos Wealth Advisors	Low $560K	$84M	149	19%
Santori & Peters	Very High $2.1M	$430M	199	36%
Financial Trust Asset Management Chartered	Typical $630K	$130M	200	25%
Pinafore Wealth Counsel Inc.	Very High $1.7M	$170M	100	49%
Thurston Hall Investment Research, LLC	Typical $780K	$78M	100	10%
Elevation Wealth Partners LLC	Very High $2.1M	$210M	101	45%
Haviland & Sams, LLC	Very Low $0	$0	101	79%
Lakeshore Advisors	Typical $790K	$80M	101	79%
Lisch Investment Management LLC	Typical $620K	$63M	101	14%
Pinnacle Wealth Management Group, Inc.	High $1.2M	$240M	203	39%
ProAthlete Wealth Management LLC	Very High $2M	$400M	203	91%
Aqua Advisors LLC	Very High $5.9M	$300M	51	100%
CJW Capital, LLC	Low $520K	$80M	153	25%
Cornerstone Select Advisors, LLC	Typical $660K	$130M	204	20%
Rauch Advisory LLC	Very Low $290K	$44M	153	5%
Resilient Asset Management	High $1.3M	$65M	51	63%
Capstone Wealth Advisors, LLC	Very Low $110K	$11M	103	0%
Krusen Capital Management, LLC	High $1.2M	$120M	103	100%
Left Brain Wealth Management, LLC	High $1.6M	$320M	206	46%
RiverTree Advisors, LLC	Very High $1.8M	$180M	103	22%
Tower View Wealth Management LLC	High $1.5M	$300M	206	34%
Nwk Group	Very High $2.1M	$440M	207	51%
Opinicus	High $1.1M	$230M	207	39%
Entelevest, LLC	Typical $910K	$140M	156	49%
First Down Financial	High $1.1M	$57M	52	100%
Five Rivers Financial Advisors, LLC	Low $530K	$55M	104	20%
Intrinsic Investors LLC	Typical $830K	$130M	156	22%
Landing Financial Group, Inc.	—	—	156	0%
Ortman Financial Planning	Typical $610K	$63M	104	18%
Valor Wealth Partners	Low $410K	$63M	156	29%
Buffalo Valley Wealth Plus	Low $400K	$83M	209	14%
Berg Faircloth Investment Advisors	Very Low $310K	$32M	105	8%
IKE Capital, LLC	Very High $2.3M	$240M	105	63%
Toptier Wealth Management	Very High $1.7M	$170M	105	50%
Totem Wealth Management LLC	Very Low $120K	$13M	105	0%
Genesis Wealth Management, Inc.	Typical $810K	$86M	106	43%
Lashley Wealth Management	High $1.4M	$75M	53	64%
Course Management Investment Advisors, LLC	Typical $620K	$100M	160	19%
Townsend Financial Planning	Typical $930K	$150M	160	24%
Based Capital Wealth LLC	Low $400K	$43M	107	53%
BayTrust Wealth Management, LLC	Low $460K	$98M	214	9%
Montgomery Investment Management Inc	Very High $4.6M	$490M	107	100%
CBG & Company, Inc.	High $1.3M	$210M	161	71%
Optima Capital Management	Typical $610K	$130M	215	17%
DCJ Global Wealth Management	Low $470K	$51M	108	23%
Purtill Financial LLC	High $1.3M	$210M	162	47%
Truesdell Wealth, Inc.	Very Low $92K	$5M	54	17%
Vigil Wealth Management, LLC	Typical $880K	$140M	162	45%
Craftwork Capital LLC	Typical $620K	$100M	163	18%
American Wealth Advisors, LLC	High $1.1M	$120M	109	40%
HK Private Client, LLC	Typical $810K	$88M	109	57%
Coastal Wealth Advisors, LLC	Typical $850K	$94M	110	24%
Jepsen Financial	Typical $640K	$35M	55	0%
Raider Dennis Agency	Low $340K	$55M	165	6%
The Tenret Company, LLC	Very High $4.1M	$230M	55	65%
Secure Wealth, Inc.	Low $600K	$130M	221	77%
Avanti Wealth Management	Low $430K	$47M	111	22%
Advisor.Investments	High $1.2M	$200M	168	47%
Arkagos Advisors & Asset Management, Inc.	Low $580K	$65M	112	50%
Campbell Asset Management, LLC	Typical $830K	$140M	168	31%
Fruitage Financial LLC	High $1.4M	$78M	56	25%
Poinciana Advisors Group, LLC	Very High $3.4M	$380M	112	68%
Schrum Private Wealth Management, LLC	High $1.1M	$180M	168	19%
Wealth Advisors of Tampa Bay	Very High $2M	$440M	225	44%
Brentview investment Management, LLC	Typical $620K	$100M	169	100%
Corinthian Partners Asset Management LLC	Very Low $180K	$40M	226	3%
Aegis Wealth Management, LLC	High $1.1M	$190M	170	39%
Prosperitus Wealth Advisors	Very Low $310K	$69M	227	11%
D C Voss & Company, LLC	Very High $4.1M	$230M	57	70%
Gunn & Company Investment Management, Inc.	High $1.2M	$210M	172	34%
New England Research & Management, Inc.	Very High $1.6M	$280M	172	44%
TruAdvisors	Typical $770K	$130M	172	19%
Bayview Investment Counsel, Inc	Very Low $270K	$31M	115	6%
Ronald Gelok & Associates, LLC	Very Low $320K	$75M	230	13%
Strivus Wealth Partners LLC	Typical $920K	$160M	173	33%
Athena Advisor Services, LLC	Low $480K	$84M	174	18%
Brilliant Advice, LLC	Very High $3.2M	$370M	116	78%
Davis Capital Management	High $1.1M	$260M	232	70%
Fortune Financial Group, Inc.	Typical $810K	$140M	174	29%
Purewater Capital, LLC	Typical $640K	$150M	232	27%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
Cassedy Financial Group, Inc.	High $1.4M	$240M	175	42%
Momentum Wealth Planning	Very High $1.7M	$200M	117	42%
Fairscale Capital, LLC	High $1.2M	$200M	177	31%
Forsythe Wealth Management, Inc.	Typical $610K	$71M	118	20%
American Harbour Wealth Management, LLC	Low $470K	$84M	178	18%
Clark & Stuart Inc	High $1.1M	$190M	178	100%
Estate Planners of New England, LLC	Low $440K	$52M	119	15%
Gables Capital Management, Inc.	High $1.5M	$180M	119	64%
Fortis Wealth Management	Low $380K	$68M	179	0%
St. Johns Investment Management Company, LLC	High $1.5M	$360M	239	46%
Andrew Hill Investment Advisors, Inc.	Typical $890K	$210M	240	25%
FR Financial Advisors LLC	High $980K	$120M	120	31%
Heritage Oak Wealth Advisors	High $1.4M	$350M	240	26%
Lynx Capital Group Ltd	Very High $4.5M	$270M	60	73%
Mos Capital, Inc.	Very High $1.9M	$230M	120	48%
NUMA	Very High $3.2M	$190M	60	40%
Shearwater Capital	Very High $2.3M	$420M	180	67%
Washburn Capital Management Inc.	High $1.3M	$240M	180	37%
Fairway Financial, LLC	High $1.3M	$160M	121	40%
Ongoing Wealth Management	Very Low $260K	$32M	121	6%
Sullivan Financial, LLC	Typical $770K	$93M	121	23%
Southport Station Financial Management, LLC	High $1M	$190M	182	46%
Oak Financial Group Inc	High $1.4M	$170M	122	66%
SFG Wealth Advisors, LLC	Typical $750K	$180M	245	22%
Banyan Global Investment Advisors, LLC	High $1.3M	$160M	123	50%
Kinwell LLC	Typical $760K	$94M	123	28%
ReliaStar Capital Management, Inc.	Very Low $270K	$33M	123	7%
Nvest Wealth Strategies, Inc.	High $1.3M	$240M	185	25%
SFM, LLC	Very High $1.6M	$390M	247	40%
Atlantis Wealth Advisors LLC	Low $560K	$140M	248	10%
Firelands Wealth Management, LLC	Low $380K	$70M	186	13%
Scarsdale Investment Group, Ltd.	—	—	124	81%
Spinnaker Asset Management Inc.	Very Low $240K	$45M	186	12%
Walen Financial Group, LLC	Very Low $0	$0	124	0%
Zenith Advisory Group, LLC	Typical $620K	$120M	186	13%
SmartPlan Investing	—	—	249	0%
Integras Partners, LLC	High $1.3M	$240M	187	43%
Together Planning	Typical $940K	$170M	187	30%
Belleair Asset Management, LLC	Very High $1.9M	$230M	125	36%
Capital Investors Advisory Corporation	—	—	125	0%
On Point CRNA	Typical $600K	$75M	125	14%
Trinity Financial Services, Inc.	Typical $610K	$76M	125	26%
Eminence Wealth Management Inc.	Very Low $140K	$35M	251	28%
Executive Money Managers, Inc.	Low $410K	$100M	252	9%
Hicks Capital Management, LLC	High $1.4M	$340M	252	26%
RDM Capital Associates Inc	High $1.2M	$150M	126	39%
The Planning Group	High $1.1M	$280M	252	24%
U.S. Private Wealth, LLC	High $1.1M	$200M	189	33%
Affinity Wealth Management, LLC	Low $380K	$72M	190	15%
C.L. Sheldon & Company, LLC	Typical $800K	$100M	127	24%
Northbrook Financial	Typical $680K	$87M	127	19%
Peak Wealth Group LLC	Very Low $320K	$41M	127	7%
Barnes Dennig Private Wealth Management, LLC	High $960K	$180M	191	3%
Birchcreek Wealth Management, LLC	High $1.5M	$290M	191	47%
Forecast Capital Management	Low $560K	$110M	191	16%
Grant Koehler & Levin Ltd.	High $1.5M	$280M	191	62%
Finances For Real Life	Typical $830K	$110M	128	34%
River City Wealth Management	High $1.4M	$180M	128	42%
Worcester Advisors	Low $460K	$89M	193	44%
Davis Private Wealth, LLC	High $1.4M	$180M	129	55%
Eagles Coast Wealth Management, LLC	Low $390K	$50M	129	9%
Cypress Capital	Low $450K	$120M	260	11%
James I. Black & Company	High $1.1M	$140M	130	32%
MD Investment Advisors	Very Low $260K	$34M	130	4%
Asset Planning Corporation	Typical $760K	$100M	132	23%
Campbell Financial Partners, LLC	High $1.5M	$200M	132	45%
SOBITZ Financial Group, LLC	Low $440K	$86M	198	10%
Fusco Financial Services Inc	High $1.1M	$150M	133	36%
Ponte Vedra Wealth	Low $550K	$74M	133	16%
Shellman Investment Management, LLC	High $1.4M	$180M	133	70%
Timpe & Timpe Financial Advisory Services, L.L.C.	Low $460K	$61M	133	29%
Luken Investment Analytics, LLC	High $1.1M	$290M	267	31%
East Coast Wealth Management, Inc.	Typical $760K	$150M	201	30%
First Growth Capital LLC	Very High $1.9M	$130M	67	76%
NFI, LLC	Low $450K	$60M	134	10%
Retirement Capital Advisors	Very Low $170K	$11M	67	0%
Audible Wealth Management	Very Low $150K	$39M	269	3%
First Choice Financial Services LLC	—	—	269	0%
Odiorne Point Asset Management, LLC	Very Low $330K	$66M	202	0%
Cottage Street Advisors	Very High $2.5M	$330M	135	38%
Greenshields Capital LLC	High $1.4M	$190M	135	53%
The Wealth Advantage Group, Inc.	High $1.1M	$150M	135	34%
Pinnacle Wealth Management, Inc.	Low $440K	$120M	271	26%
Black Cypress Capital	Very High $3.6M	$250M	68	28%
Conservative Wealth Management LLC	Very High $5M	$340M	68	82%
Skrobonja Wealth Management, LLC	Very Low $220K	$46M	204	2%
Successful Portfolios LLC	High $1.3M	$280M	204	5%
J2 Capital Management, Inc.	Typical $890K	$180M	205	37%
Antonetti Capital Management, LLC	Typical $920K	$130M	137	25%
Excomp Asset Management Ltd	Typical $920K	$130M	137	26%
Freedom Capital Advisors Inc	Very Low $330K	$45M	137	66%
Sarasota Capital Strategies,Inc.	Low $540K	$75M	137	10%
Vision Capital Partners	High $1M	$140M	137	31%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Conscious Capital Wealth Management, LLC	Typical $630K	$130M	207	32%
Davenport Watts & Drake Investment Advisors, LLC	Typical $750K	$160M	208	13%
Core Wealth Management, Inc.	High $1.4M	$390M	278	47%
Financial Independence, LLC	High $1M	$290M	278	31%
Partnership Wealth Management	Very High $1.7M	$230M	139	45%
Zenith Advisory Group, LLC	Low $470K	$65M	139	7%
Tableaux Wealth	High $1.1M	$230M	209	29%
AJF Capital Management, Inc.	Typical $620K	$170M	280	35%
Amida Wealth Advisors, LLC	Typical $770K	$54M	70	23%
Approach Retirement Advisors, LLC	Very High $1.6M	$220M	140	42%
McAllister Capital Management	High $1.5M	$310M	210	44%
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%
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%
McDonough Capital Management, Inc.	Typical $850K	$240M	285	62%
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%
Position Wealth	High $1.1M	$240M	215	34%
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%
Aventus Investment Advisors, Inc.	Typical $940K	$140M	145	39%
Nolan Capital Advisors LLC	Very Low $220K	$31M	145	5%
Rooted Planning Group	Typical $700K	$150M	218	37%
CAM Investor Solutions	High $1M	$150M	146	70%
Dunham Lane Capital Partners LLC	Typical $780K	$110M	146	49%
Aldebaran Capital, LLC	High $1.1M	$160M	147	29%
Generations Wealth Design	Low $350K	$51M	147	33%
NexWealth LLC	Typical $740K	$110M	147	14%
First Investment Corporation	Very Low $300K	$67M	221	13%
Pelican Wealth Advisors, LLC	Very Low $320K	$71M	221	12%
Storms & Rowdon Financial Services, Inc.	Typical $610K	$130M	222	11%
Hudson Financial Advisors Inc	—	—	223	0%
Core Wealth Advisors	High $960K	$140M	149	29%
Farley Financial	Low $440K	$65M	149	0%
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%
Grand Central Investment Group, LLC	Typical $820K	$190M	227	32%
Waystone Advisors LLC	Low $590K	$180M	303	15%
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%
Boca Wealth Advisors	Very High $2.2M	$340M	153	57%
DRT Financial Advisors	Typical $620K	$95M	153	21%
The Personal Wealth Coach	Typical $940K	$220M	230	3%
Atlantic Wealth Partners, LLC	Typical $650K	$200M	307	74%
Endurance Financial LLC	Low $450K	$35M	77	17%
Stone Summit Wealth LLC	Very High $1.9M	$440M	231	65%
Wilson Wealth Stewardship	Low $380K	$59M	155	6%
Ideal Retirement Solutions	Low $400K	$120M	311	31%
Second 50 Financial	Very High $2.2M	$340M	156	46%
Virginia Investment Advisory, Inc.	Low $520K	$81M	156	16%
Rall Capital Management, Inc.	Typical $780K	$120M	157	25%
Three Bearings Fiduciary Advisors, Inc.	High $1.3M	$200M	157	47%
Cane Capital Partners, LLC	Typical $850K	$270M	315	35%
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%
Kubhera Enterprises LLC	Typical $850K	$200M	238	91%
DRS Wealth Management	Low $460K	$74M	160	36%
Farnsley Wealth Management, LLC	Typical $640K	$51M	80	78%
Code Waechter LLC	High $1.3M	$410M	322	41%
R.W. Roge & Company, Inc	High $1.2M	$400M	322	38%
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%
Dixon and Company Wealth Management, LLC	Very Low $250K	$60M	244	10%
Stillwater Wealth Management Group LLC	Typical $780K	$190M	244	39%
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%
Networth Asset Management, Inc.	Low $420K	$100M	245	18%
Emergent Global Investments	Very Low $280K	$23M	82	16%
Wellington Adams Investment Advisory, LLC	Very Low $210K	$68M	328	17%

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