AUM per client for Supported firms serving clients in Louisiana

Supported firms active in Louisiana 402 firms

Very Low $130K-$360K

Low $360K-$590K

Typical $590K-$850K

High $850K-$1.4M

Very High $1.4M-$2.7M

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

Median: $730K

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Firm	AUM/client	AUM	Clients	HNW client %
Meixler Investment Management, Ltd.	Low $400K	$220M	561	7%
ADG Wealth Management Group, LLC	Typical $600K	$330M	555	27%
Jackson Financial Services, LLC	High $900K	$500M	551	32%
Pento Portfolio Strategies, LLC	Very Low $270K	$240M	874	88%
Wealth Solutions, Inc.	Very Low $120K	$54M	431	0%
Cobler Capital Management, LLC	Very Low $250K	$180M	714	3%
Koinonia Financial	Very Low $290K	$94M	321	21%
Equanimity Financial Partners	Very Low $240K	$150M	636	6%
Wiregrass Asset Management	Very Low $300K	$95M	313	34%
Money Script Wealth Management, PLLC	Very Low $310K	$96M	310	10%
Williams Financial Group	Low $590K	$340M	585	28%
Brian Low Financial Group, LLC	Very Low $270K	$240M	874	5%
Masterplan Retirement Consultants	—	—	290	0%
TCM	Very Low $330K	$160M	495	19%
Wurz Financial Services, LLC	Very Low $240K	$120M	491	9%
Bucket List Wealth Management, LLC	Low $460K	$220M	480	25%
Cornerstone Advisory	Very Low $100K	$25M	240	0%
Rothwell Investment Advisors	Very Low $260K	$190M	707	19%
Maxele Advisors, LLC	Typical $850K	$200M	234	31%
Crescent City Retirement Group	Very Low $140K	$130M	933	2%
Fortune 45, LLC.	Low $360K	$230M	645	4%
Edwards Financial services	Very Low $150K	$60M	410	76%
Acute Investment Advisory	Very Low $300K	$240M	787	8%
Hobbs Wealth Management	Typical $760K	$150M	194	34%
Meche and Associates LLC	Very Low $88K	$17M	192	0%
Wisdom Index Advisors	High $1.1M	$200M	184	41%
M.C. Byrd Wealth Management, LLC	Low $430K	$230M	534	10%
Mascagni Wealth Management, Inc.	Low $580K	$410M	711	16%
CPR Financial & Insurance Services, Inc.	Very Low $130K	$89M	696	2%
Avant Capital, LLC	Low $510K	$170M	339	20%
Renaissance Advisors	Low $410K	$140M	334	7%
Fletcher Financial Group	Very Low $270K	$130M	500	0%
The Nalls Sherbakoff Group, LLC	Typical $670K	$340M	500	17%
STM Asset Management LLC	Very Low $92K	$46M	498	0%
Artesa Financial Group	Low $380K	$130M	329	19%
Armada Advisors	Low $420K	$140M	323	14%
MarketRiders	Typical $760K	$360M	477	0%
ATS Wealth Management	Typical $810K	$380M	471	51%
HG Tailored Financial Services	Very Low $250K	$79M	312	6%
Southeast Financial Advisors	Low $380K	$130M	303	0%
Evans Investment Advisors, L.L.C.	Typical $770K	$360M	461	61%
Generouswealth, LLC	Low $360K	$110M	305	12%
iTrust Asset Management, LLC	Low $410K	$190M	457	11%
Tevis Investment Management, LLC	Very High $1.5M	$230M	151	36%
Live Oak Wealth Management, LLC	Very Low $130K	$57M	450	22%
Smith Securities LLC	Very Low $0	$2	450	0%
Strategic Investment Management	Very Low $280K	$41M	148	5%
David P. Gilliam & Associates, Inc.	Low $400K	$180M	438	15%
Eagle Capital Management, LLC	High $1.2M	$340M	291	30%
Lyons Capital Group	Low $560K	$160M	287	22%
Gibco Capital Advisors	Very Low $290K	$83M	285	21%
KG Capital Management, LLC	Low $430K	$180M	424	23%
Asset Protection Wealth Management LLC	—	—	138	0%
Regatta Research & Money Management L.L.C.	Low $380K	$210M	550	11%
HYJC Capital of WNY	Very Low $300K	$82M	272	25%
Wisdom Wealth Investment Advisors LLC	Low $510K	$140M	270	15%
Momentum Wealth Management	Very Low $240K	$64M	269	6%
Adrian Day Asset Management	Very High $1.6M	$210M	134	51%
Holcombe & Mcgrath	Low $580K	$160M	268	16%
Advisifi LLC	Very Low $5.7K	$750K	133	0%
Atlas Financial Advisors, Inc.	Very Low $180K	$47M	266	6%
Favor Wealth Advisors, LLC	Typical $670K	$89M	133	24%
Capital Design Private Wealth LLC	Low $360K	$96M	264	17%
Farris Capital Management Inc.	Low $450K	$180M	395	12%
JCN Financial & Tax Advisory Group, LLC	Low $500K	$130M	263	15%
Dorman Financial Management, P.A.	Typical $600K	$160M	262	22%
Schwan Financial Advisors, LLC	Very Low $0	$0	261	98%
Buckeye Wealth Partners, LLC	Very Low $270K	$68M	252	4%
WMS Group LLC	Low $500K	$130M	252	7%
Capstar Financial Services LLC	Low $530K	$200M	376	13%
Asset Management Group	Low $540K	$200M	372	16%
Florin Pensions LLC	—	—	485	0%
Norris Financial Group, LLC	High $900K	$330M	362	22%
Open Source Investments, LLC	Low $550K	$130M	239	0%
Warther Private Wealth	Very High $1.4M	$330M	237	24%
Parrish Capital, LLC	Typical $610K	$140M	234	28%
Pinnacle Asset Management Group, Corporation (Inc.)	Low $580K	$130M	233	26%
Sheridan Capital Management, LLC	Very High $1.9M	$220M	116	47%
Integrity Wealth Partners, LLC	Typical $830K	$190M	231	18%
Brookstone Financial	Very Low $210K	$95M	458	2%
BDC Capital Management, Inc.	Low $430K	$99M	228	11%
Lavish Financial Planning	Very Low $160K	$35M	225	47%
Martin & Associates Investment Advisory Services LLC	Very Low $210K	$47M	224	0%
Uncommon Wealth Partners, LLC	Very Low $200K	$44M	223	2%
Cooper Financial Investments, LLC	—	—	222	0%
Retirement Financial Group, LLC	Low $420K	$190M	440	17%
Family Legacy Planning	Low $490K	$160M	327	10%
Eastwind Capital Wealth Management	Very Low $280K	$92M	323	5%
Washington Financial Group, Inc.	Low $560K	$120M	213	29%
ICOM Advisors, LLC	Low $360K	$150M	423	19%
Wingo Asset Management, LLC	Low $440K	$92M	211	36%
New Perspectives, Inc.	Typical $730K	$300M	414	22%
RFG Wealth Advisory	High $1.1M	$460M	413	36%
Norseman Advisory Group, Inc.	Low $410K	$42M	102	6%
Scholtz & Company, LLC	Very High $1.6M	$330M	204	50%
Alan B. Lancz & Associates, Inc.	Very High $1.6M	$160M	99	64%
Piccolo Investment Consulting, LLC	Low $420K	$81M	195	11%
Zeiser Wealth Management LLC	Very Low $330K	$64M	195	17%
Styre Wealth	High $1.1M	$200M	194	35%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Lukas Total Wealth	Very Low $260K	$100M	381	3%
Castellano & Associates	Low $430K	$120M	285	18%
Perissos Private Wealth Management	Typical $750K	$140M	190	20%
Incline Wealth	Low $390K	$72M	187	14%
Harger and Company, Inc.	Low $490K	$140M	280	0%
Applewhite & Buys Financial Advisors	Typical $830K	$150M	185	30%
Aurora Investment Managers, LLC	Very High $1.8M	$320M	185	30%
Urban Wealth Management or UWM	Typical $710K	$200M	275	19%
Prattes Wealth Partners	Very High $1.7M	$160M	91	46%
Cooper Eagle, LLC	Very Low $250K	$46M	179	7%
Northstar Financial Planners, Inc.	High $850K	$310M	358	26%
Townsend Wealth Management	High $1.1M	$190M	179	34%
BCK Partners, Inc.	High $1.2M	$210M	178	43%
Wilkins Miller Wealth Management, LLC	High $1.2M	$210M	178	44%
Marcantel Wealth Management	Very Low $96K	$17M	176	0%
RCA Wealth Strategies LLC	Very Low $230K	$61M	262	4%
Glass Wealth Management Co., LLC	Typical $780K	$270M	349	43%
Impact Fiduciary LLC	Typical $730K	$130M	174	43%
Stone Creek Group, LLC	Very High $2M	$170M	87	59%
Hackett Financial Group, LLC	Typical $630K	$160M	252	18%
JB Meridian Advisors, LLC	Very Low $220K	$36M	167	11%
Gainspoletti Wealth Planners	Low $450K	$110M	250	18%
Apex Capital Management, L.L.C.	Typical $600K	$200M	332	35%
Bay Capital	Very Low $330K	$54M	165	16%
Launch Wealth	Very Low $310K	$51M	164	13%
Access Financial Group, LLC	Very Low $240K	$39M	163	4%
Tidehaven Wealth, LLC	Typical $770K	$120M	163	29%
Seastrunk Financial Management, LLC	Low $450K	$72M	161	15%
DRS Wealth Management	Low $460K	$74M	160	36%
DW Investment Solutions, Inc.	Typical $700K	$110M	159	29%
Garritt Financial Solutions LLC	Very Low $99K	$16M	159	0%
Patron Partners, LLC	Very High $1.9M	$310M	159	54%
Way Street Financial, LLC	Low $430K	$34M	79	24%
Cane Capital Partners, LLC	Typical $850K	$270M	315	35%
S&S Wealth Management	Low $490K	$150M	315	15%
Sandos Financial	Very Low $110K	$18M	156	0%
Endurance Financial LLC	Low $450K	$35M	77	17%
The Personal Wealth Coach	High $940K	$220M	230	3%
Davidson Wealth Management LLC	Typical $750K	$170M	228	24%
Spinosa Wealth Management Group	High $1.3M	$190M	152	38%
Sikorski Wealth Management, LLC	Typical $610K	$140M	227	16%
Beacon Light Wealth Management	Very Low $260K	$39M	151	7%
Wealth Management Advisors RIA, Inc.	Typical $760K	$120M	151	20%
Cooper, Clay Stephen	Low $490K	$73M	150	19%
Mosaic Wealth Management, L.L.C.	Very High $3.2M	$240M	75	92%
APEX Wealth Advisors LLC	Low $390K	$87M	223	7%
Topel & Distasi Wealth Management, LLC	High $1.3M	$300M	223	47%
Financial Economics Consulting Group, Inc.	Low $570K	$82M	144	23%
Laguna Wealth Advisors, LLC	Low $540K	$150M	288	16%
Position Wealth	High $1.1M	$240M	215	34%
Farnsley Advisors	Low $410K	$88M	213	16%
NewSong Capital Management, Inc.	Typical $710K	$100M	142	28%
Olive Branch Capital, LLC	High $990K	$140M	142	28%
Asset Planning Services Inc	Very High $2.5M	$360M	141	48%
Secure Retirement Financial & Insurance Services Corp.	Low $480K	$100M	211	11%
The Financial Center, LLC	—	—	211	0%
Third Eye Associates, Ltd	Very Low $0	$0	211	39%
Adkins Seale Capital Management LLC	Very High $2.8M	$390M	140	63%
Beaumont Asset Management, LLC	Very High $1.6M	$340M	210	38%
Cardinal Capital Management, LLC	Typical $680K	$95M	140	19%
Frank Financial Advisors	High $1.3M	$190M	140	43%
Davenport Watts & Drake Investment Advisors, LLC	Typical $750K	$160M	208	13%
Legacy Investment Services, LLC	Very Low $160K	$44M	277	0%
Guilbault Capital	Very High $2.1M	$300M	138	78%
Williams & Novak Wealth Management, LLC	High $1.2M	$330M	275	39%
Banyan Capital Management, Inc.	Very High $1.9M	$270M	137	43%
Freedom Capital Advisors Inc	Very Low $330K	$45M	137	66%
Mindset Wealth Management, LLC	High $1.1M	$290M	274	69%
Providence Wealth Management LLC	Typical $740K	$150M	205	23%
L & M Wealth Management and Retirement Solutions, LLC	Low $490K	$67M	136	15%
Uptown Capital Advisors	High $1.1M	$150M	136	68%
Greenshields Capital LLC	Very High $1.4M	$190M	135	53%
TL Private Wealth	Very High $1.4M	$360M	269	46%
Luken Investment Analytics, LLC	High $1.1M	$290M	267	31%
Dumaine Investments LLC	High $1.1M	$150M	133	39%
Hafnia Financial, Inc.	Very Low $340K	$46M	133	4%
Katz Family Financial Advisors, LLC	Typical $830K	$110M	133	27%
Cargile Investment Management	Very High $1.6M	$320M	196	30%
S. R. Schill & Associates, Inc.	Typical $730K	$140M	195	31%
White McGowan	Low $580K	$75M	130	11%
IA Network, LLC	Typical $740K	$190M	259	24%
Cavalot Capital	Low $500K	$64M	129	15%
Ethos Capital Group, LLC	Typical $600K	$77M	128	32%
The Menard Financial Group, LLC	Very High $2.6M	$330M	127	34%
Bienvenue Wealth LLC	Typical $780K	$99M	126	59%
Cairn Financial Group	Low $380K	$72M	189	11%
Hicks Capital Management, LLC	Very High $1.4M	$340M	252	26%
Capital Investors Advisory Corporation	—	—	125	0%
On Point CRNA	Typical $600K	$75M	125	14%
McAlister, Sweet & Associates, Inc.	High $1.2M	$220M	187	43%
Advocacy Financial LLC	Typical $780K	$97M	124	24%
Bellingrath Wealth Management, L.L.C.	Typical $760K	$140M	186	38%
Zenith Advisory Group, LLC	Typical $620K	$120M	186	13%
Pelican Advisory LLC	Low $460K	$85M	184	21%
Stability Partners Advisory Group, LLC	Typical $690K	$130M	182	18%
Vines Capital Management, LLC	Typical $790K	$140M	182	14%
Fortis Wealth Management	Low $380K	$68M	179	0%
Fully Financial	High $910K	$110M	119	29%
Paragon Investing, LLC	Typical $760K	$130M	175	35%
CMG Financial Consulting	High $1.3M	$150M	116	38%
Strivus Wealth Partners LLC	High $920K	$160M	173	33%
Presidio Financial, LLC	Low $470K	$54M	115	17%
The Archer Consulting Group, LLC	Very High $1.7M	$190M	115	49%
Hicks Financial Partners, LLC	Very Low $310K	$35M	114	25%
Mindful Wealth LLC	Very High $4M	$230M	57	100%
Parish Investment Advisors LLC	Typical $780K	$89M	114	39%
Zimmerman Wealth Management, LLC	Very High $2.1M	$470M	225	96%
Advisor.Investments	High $1.2M	$200M	168	47%
Swan DFW Financial Solutions, LLC	Very Low $300K	$34M	112	0%
Arlen Capital, LLC	Very High $1.6M	$340M	222	37%
KANU Asset Management, LLC	Very Low $140K	$16M	111	8%
Portfolio Management, LLC	Very High $1.4M	$150M	111	59%
Kropog FInancial Group, LLC	Typical $680K	$150M	221	23%
Green Peaks Planning	Low $420K	$46M	109	8%
Chisholm Wealth Management	Typical $650K	$70M	108	14%
CBG & Company, Inc.	High $1.3M	$210M	161	71%
Based Capital Wealth LLC	Low $400K	$43M	107	53%
Rgb Capital Group	Typical $790K	$84M	107	44%
Genesis Wealth Management, Inc.	Typical $810K	$86M	106	43%
Balanced Rock Investment Advisors	High $920K	$190M	210	38%
Aligne Wealth Advisors Investment Management (AWAIM)	High $1M	$210M	209	50%
Donald W. Nicholson & Associates Ltd	High $1.1M	$170M	156	32%
Opinicus	High $1.1M	$230M	207	39%
Strategic Advisory Services, L.L.C.	High $890K	$180M	207	25%
Legacy Wealth Concepts	Low $430K	$65M	151	0%
Graham, Bordelon, Golson & Gilbert, Inc.	Very High $2.1M	$420M	201	57%
Financial Trust Asset Management Chartered	Typical $630K	$130M	200	25%
Pinafore Wealth Counsel Inc.	Very High $1.7M	$170M	100	49%
Holistic Finance LLC	Very Low $40K	$7.9M	198	1%
Advocates Wealth Planning	Very High $2.3M	$450M	193	69%
Rise Retirement, LLC	Very Low $280K	$27M	96	15%
Crescent Sterling Ltd.	High $960K	$180M	191	28%
Optimus Capital Advisors, LLC	High $1M	$200M	191	23%
W Advisors LLC	Very High $2.6M	$240M	95	28%
Signet Investment Advisory Group, Inc.	Very High $2.1M	$380M	185	52%
Alpha & Omega	Very Low $290K	$40M	137	2%
Deane Retirement Strategies, Inc.	Very High $1.8M	$250M	137	60%
Sturman Wealth Advisors	High $1.3M	$120M	91	44%
Axion Wealth Advisors	Typical $680K	$59M	87	32%
Financial Security Solutions, Corp.	Typical $790K	$68M	86	40%
Toce Financial Group	Very Low $130K	$16M	129	0%
Finance Wisdom	Low $460K	$58M	128	2%
Blue Spark Capital Advisors	Very High $2.8M	$240M	85	62%
My Personal CFO, LLC	Very High $4.3M	$370M	85	58%
Kevin Kennedy, LLC	—	—	169	0%
Planning Associates Wealth Management, LLC	High $860K	$72M	84	30%
Pullen Investment Management	Very High $1.6M	$140M	84	56%
Von Haefen Financial Management	—	—	84	0%
Coastwise Capital Group, LLC	High $1.3M	$210M	167	40%
Wealth Oklahoma	Very High $1.6M	$270M	166	17%
Avalon	Typical $770K	$31M	41	37%
Berkeley Advisors, Inc.	Very High $1.5M	$130M	81	47%
Capital Asset Management, LLC	High $1.1M	$170M	160	29%
Hayes Wealth Advisors, LLC	Typical $770K	$92M	120	61%
Fpfoco	High $1.3M	$150M	119	34%
Mountain Peak Wealth Advisors, LLC	Typical $710K	$85M	119	23%
Alspaugh Wealth Management	Typical $710K	$56M	79	16%
APM Wealth	Typical $600K	$47M	79	27%
Bullogic Wealth Management	Very Low $190K	$15M	79	0%
Green Era Financial LLC	Low $430K	$34M	79	28%
Mission Financial Planning, Inc.	Very Low $0	$0	117	65%
Value Investment Professionals, LLC	Very High $1.6M	$240M	156	42%
VaMa Oak Wealth, LLC	Typical $780K	$91M	117	31%
Zora Financial	High $890K	$69M	78	35%
Lakewood Asset Management, LLC	Very High $1.6M	$250M	155	45%
FinanciaLife Outfitters LLC	Low $400K	$30M	77	19%
Alpha Financial Management, Inc.	High $950K	$110M	115	30%
PeakValley Wealth, LLC	Typical $700K	$110M	153	32%
Cascade Wealth Advisors, Inc	Very High $2M	$230M	114	72%
EDMP, Inc.	High $1.2M	$140M	114	42%
Alexander Beard (USA) Inc.	Typical $650K	$49M	75	23%
Colefp	High $1.2M	$89M	75	36%
Traditions Wealth Advisors, LLC.	High $1.1M	$83M	75	80%
BMA Advisors, LLC	Very Low $220K	$24M	111	7%
Lifepoint Planning	Very High $1.5M	$160M	110	48%
Hamilton Financial Planning LLC	Typical $840K	$61M	73	11%
Tri-Star Advisors, Inc.	Typical $760K	$56M	73	34%
Combs Capital Partners	Typical $660K	$72M	109	30%
Penney Financial	Very High $2.7M	$300M	109	88%
MWA Investments, LLC	Very High $6.7M	$240M	36	89%
Tessara Wealth	High $1.1M	$160M	143	40%
Chiper Wealth Management, LLC	High $1.2M	$130M	107	0%
Cornerstone Investment Management and Consulting, LLC	High $1.1M	$76M	70	39%
Haws Financial Planning LLC	Typical $650K	$68M	105	0%
Tenet Retirement Services LLC	High $910K	$32M	35	40%
Chacon Diaz & Di Virgilio Wealth Management, LLC	Typical $620K	$86M	138	21%
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)	Very High $1.9M	$130M	68	41%
Veritas Financial Consulting LLC	High $1.3M	$86M	68	53%
Camelot Wealth Management, LLC	Typical $660K	$66M	101	7%
Aberle Investment Management LLC	High $1.2M	$77M	67	33%
Crescendo Wealth Group LLC	Very High $1.8M	$120M	67	1%
Royal Road Wealth Partners, LLC	Very Low $170K	$11M	67	18%
Alongside Wealth Advisors, LLC	High $1.3M	$85M	66	36%
Amazonite Investments LLC	Very Low $95K	$6.3M	66	0%
Schutt Capital Management LLC	Typical $610K	$40M	66	50%
Sovereign Asset Management	High $950K	$63M	66	24%
Turtle Bay Group, Inc.	Very Low $0	$0	64	86%
HMV Wealth Advisors, LLC	Very High $3.9M	$370M	95	55%
LoneTree Wealth Management	Low $500K	$47M	95	31%
Capital South Wealth Management, LLC	Typical $760K	$95M	124	27%
Wave Wealth Management, LLC	Very High $2.2M	$130M	62	100%
Collar Capital Management, LLC	Very High $1.4M	$170M	123	41%
Blue Cypress Wealth Management, LLC	Very Low $250K	$15M	60	17%
Propel Financial Advisors, LLC	Low $440K	$53M	120	10%
Sierra Hotel Financial LLC	Low $410K	$24M	59	14%
Carrington Advisors, LLC	High $910K	$110M	117	24%
Asempa Wealth Advisors	Very High $2.7M	$230M	87	92%
Integra Wealth Advisors, LLC	Very High $2M	$110M	58	64%
PIA, LLP	Low $540K	$16M	29	100%
Thompson Creek Wealth Advisors	Typical $730K	$43M	58	62%
Copia Wealth Management Advisors, Inc.	Very Low $230K	$20M	86	2%
Webster Street Investment Advisors LLC	Very High $1.9M	$110M	56	71%
Integrity Financial Strategies	Low $430K	$24M	55	24%
A V Capital Management, LLC	High $1.1M	$59M	54	63%
Advanced Portfolio Design, LLC	High $1.3M	$100M	80	39%
Meddent Solutions	High $1.1M	$28M	26	100%
Michael L. Ball, CPA, LLC	High $1.1M	$84M	78	37%
Saint Francis Capital	Low $470K	$36M	78	15%
BHK Securities, LLC	High $1.2M	$130M	103	59%
Aligned Advisors	Low $440K	$22M	51	100%
Bona Fide Finance	Very Low $310K	$16M	51	16%
FB Advisory Services, LLC	Very Low $170K	$8.6M	51	0%
Ashford Investment Advisors	High $1M	$80M	76	32%
Taber Asset Management L.L.C.	High $1M	$100M	101	100%
Lava Creek Capital Management, LLC	Very High $1.5M	$74M	50	34%
Docsa Capital Management, Inc.	High $1.3M	$95M	74	38%
Live Oak Wealth Advisory Group, LLC	Very High $1.6M	$160M	98	33%
Soar Financial LLC	Very Low $150K	$15M	97	3%
Just Futures	Very Low $35K	$3.3M	95	0%
Burke Wealth Management, LLC	High $1.2M	$87M	71	76%
Open Range Financial Group, LLC	High $1.1M	$77M	71	38%
Palmer Wealth Management LLC	High $940K	$43M	46	28%
Root Wealth Management	Typical $720K	$33M	46	52%
Fiscal Dynamics Incorporated	Typical $680K	$31M	45	29%
Brown and Brown Financial Services, Inc.	Very High $2.1M	$91M	44	75%
Clearview Financial, Inc.	Very High $2.3M	$100M	44	91%
Integrity Road Wealth Partners LLC	Very High $1.9M	$130M	66	64%
Redfish Capital	High $860K	$76M	88	23%
GCB Private Wealth	Typical $800K	$34M	43	33%
Huff Wealth Management LLC	High $970K	$41M	43	67%
Barton Advisory Services, L.L.C.	Very High $2.4M	$99M	42	52%
Safe Future Wealth Partners LLC	Very Low $160K	$10M	62	0%
Harris Wealth Management, LLC	Low $370K	$22M	61	10%
Prudent Prospera Planning, Inc.	—	—	40	0%
Theory Planning Partners	Low $560K	$33M	59	8%
Renew Family Wealth	High $1.2M	$97M	78	23%
BF/Anderson	Typical $650K	$38M	58	28%
Chartmark Investments, Inc.	High $1M	$76M	76	21%
Hayden Harper Wealth Advisory, LLC	Very High $2M	$150M	76	45%
McMillan Capital Management, LLC	Very High $2.5M	$94M	38	100%
Wakely Investment Management	Very High $1.5M	$83M	57	32%
CM Capital Partners	Very Low $260K	$15M	56	46%
Ideology Wealth Advisors, LLC	Very High $1.6M	$90M	55	82%
Orion Wealth Management LLC	Very Low $230K	$16M	73	30%
Tremont Street Advisors, LLC	Typical $830K	$61M	73	18%
CJC Wealth Management	High $1.3M	$92M	72	43%
New River Investments	Low $470K	$25M	53	17%
Iliad Wealth Solutions	Very Low $110K	$5.6M	51	2%
ISGAM US LLC	High $1.3M	$66M	51	33%
Legacy Wealth Management, LLC	Very High $6.5M	$440M	68	59%
Portia Capital Management	Low $550K	$19M	34	24%
Apricity Financial, LLC	Very High $1.4M	$94M	67	49%
TWRU Private Wealth Management, LLC	Very High $2.4M	$79M	33	100%
Estes Financial Services, Inc.	Very Low $150K	$4.8M	32	31%
Inspired Financial Planners	Very High $2.2M	$71M	32	41%
Craft Wealth Management LLC	Very Low $160K	$10M	63	0%
Total Wealth Partners	High $1.1M	$33M	31	74%
Town Lake Capital Management	Very High $1.6M	$51M	31	68%
MFO-USA Advisory, LLC	Very High $2.1M	$32M	15	73%
Springreef LLC	Very Low $0	$0	29	100%
Bisonwood Financial Management	Very High $2.2M	$62M	28	68%
Ford Financial Solutions, LLC	Typical $750K	$21M	28	61%
Pebble Management Group	Typical $640K	$18M	28	21%
Stone Fortress Wealth Strategies	Very High $2M	$56M	28	100%
Cantata Wealth Management, LLC	Very High $3.2M	$85M	27	70%
Levenson Wealth LLC	Very High $4.1M	$110M	27	100%
Zor Capital, LLC	Typical $740K	$30M	40	50%
Abacus Financial Planning	Very Low $230K	$6M	26	0%
Artham Advisors	Typical $780K	$20M	26	42%
MDS Wealth Advisors, LLC	High $1.1M	$28M	26	35%
Course 26, LLC	Typical $700K	$18M	25	100%
RNS Wealth Management, LLC	Very Low $110K	$4M	37	0%
Hedged Private Wealth	Very Low $87K	$4.2M	49	16%
Guaranty Private Wealth	Very High $1.9M	$66M	35	63%
Brett Josey Wealth Management LLC	Very High $6.2M	$140M	23	57%
Veritas Wealth Advisors, LLC	High $1.2M	$29M	23	70%
Sycamore Financial Planning, LLC	Very High $3.1M	$100M	34	9%
Final Ascent Wealth Advisors, LLC	Very High $3.1M	$65M	21	48%
HIP Investor, Inc.	Typical $690K	$21M	31	52%
Advantage Wealth Management, L.L.C.	Very Low $240K	$4.9M	20	0%
Shearman, Ralston Inc.	Very High $4.9M	$98M	20	75%
Heritage Asset Managers, Inc.	Very High $2.8M	$80M	29	55%
Raskin Global Inc.	Low $490K	$18M	38	21%
Upbeat Wealth	Typical $770K	$15M	19	0%
Lindus Advisors, Inc.	Low $490K	$14M	28	54%
Belonging Wealth Management	Typical $600K	$11M	18	0%
Riverstone Asset Management, LLC	Very High $4.9M	$88M	18	61%
Comprehensive Wealth Services, LLC	Very High $2.7M	$92M	34	100%
Franklin Street Capital LLC	Very High $2.8M	$48M	17	0%
Wealth Innovation	High $910K	$13M	14	100%
Adaptive Advice, LLC	Low $460K	$8.3M	18	28%
1st Financial Investment, Inc.	Very Low $49K	$780K	16	25%
Divergent Capital Asset Management LLC	Very High $2M	$41M	20	50%
Integrity Financial Planning, LLC	Low $380K	$3.8M	10	30%
Strive Retirement Group	Low $430K	$6.1M	14	14%
Harmon Financial Advisors, Inc.	High $1.1M	$8.7M	8	0%
SOW Advisors LLC	High $1.3M	$10M	8	38%
HTB Wealth Advisors, LLC	Very High $2.7M	$19M	7	0%
Consortium Private Wealth LLC	Very Low $65K	$650K	10	100%
Ambastha Financial LLC	High $1.2M	$5.9M	5	100%
Northstar Financial, Inc.	—	$0	—	—
Rainier Wealth Planning, LLC	—	—	—	—
Tranquility Path Investment Advisors, LLC	—	—	—	—
Trilogy Wealth Management, LLC	—	—	—	—

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