AUM per client for Supported firms serving clients in New Jersey

Supported firms active in New Jersey 361 firms

Very Low $150K-$360K

Low $360K-$630K

Typical $630K-$980K

High $980K-$1.7M

Very High $1.7M-$4.1M

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

Median: $780K

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Firm	AUM/client	AUM	Clients	HNW client %
Budnick Capital, LLC	—	—	—	—
Horizon Financial Group, Inc.	—	—	—	—
Intentional Asset Management	—	—	—	—
Irus Advisory Corporation	—	—	—	—
Juth Investment Advisory	—	—	—	—
Livelhood LLC	—	—	—	—
MMM Capital Ventures	—	$0	—	—
Molokai Advisors	—	$0	—	—
Penmar Wealth Management LLC	—	—	—	—
Personal Financial Specialists	—	—	—	—
Rivero CPA LLC	—	—	—	—
Sterling Legacy Advisors Inc.	—	—	—	—
Tranquility Path Investment Advisors, LLC	—	—	—	—
True Path Financial LLC	—	—	—	—
Varbeco Wealth Management, LLC	—	$0	—	—
WBB Securities, LLC	—	$0	—	—
Navesink Advisors LLC	Low $400K	$400K	1	0%
Essex Advisory	Very High $3.9M	$7.8M	2	0%
J.H. Darbie & Co., Inc.	High $1.5M	$6.1M	4	100%
Blue Ox Capital Management, Inc.	—	—	4	0%
Hill and Labarre Wealth Management	Very Low $42K	$250K	6	0%
Meehan Wealth Advisors, LLC	Very Low $0	$0	5	100%
Zorea Capital LP	Very High $5.6M	$50M	9	100%
Welinsky and Welinsky CPAs	Very Low $0	$0	10	0%
Ziment Financial Advisors, Inc.	Very High $4.8M	$48M	10	100%
CIO Capital Group LLC	Very High $5.7M	$40M	7	100%
Pulver Capital Management LLC	Very High $12M	$82M	7	86%
CFS Financial, LLC	Very Low $210K	$1.7M	8	0%
Luna Partners	Very Low $79K	$630K	8	0%
Hamilton & Company	Very Low $0	$0	9	100%
Paoli Financial Advisors, Ltd.	Low $580K	$5.2M	9	100%
Capital Planning Associates, Incorporated	—	—	10	0%
Asia Global Asset Management, Inc	—	—	22	0%
TJ Capital Holdings LLC	Very Low $240K	$2.7M	11	73%
IONE Capital Management LLC	Low $420K	$5M	12	100%
Lepore Financial Services LLC	Very Low $240K	$2.9M	12	0%
Vilga Financial Planning LLC	Very High $8.9M	$170M	19	100%
Generation Wealth Management	Very Low $160K	$3.2M	20	0%
Vanquour LLC	Very High $2.5M	$67M	27	100%
Basalt Wealth Inc.	Very Low $36K	$500K	14	0%
Comprehensive Wealth Services, LLC	Very High $2.7M	$92M	34	100%
New Line Capital, LLC	High $1.1M	$30M	26	65%
Duncan Financial Group, LLC	—	—	18	0%
Seven Mile Advisory LLC	Very High $12M	$420M	36	100%
Goydas Capital Investment Management, LLC	High $990K	$19M	19	53%
Genrise Wealth Advisors LLC	Low $600K	$12M	20	0%
Rimac	Low $380K	$7.6M	20	10%
COMPASS Wealth Management, LLC	—	—	21	0%
Vassos Investments, LLC	High $1.1M	$23M	21	38%
Merrion Investment Management Co, LLC	Very High $4.6M	$150M	32	63%
Capital Enhancement, LLC	Very High $4.7M	$100M	22	100%
Zulu Dreams Capital LLC	Very Low $340K	$7.5M	22	0%
Kingsbridge Advisors, LLC	—	—	45	100%
Clearbrook Investment Solutions LLC	Very High $2.4M	$87M	36	100%
HAPPYRICH Capital	Typical $910K	$44M	48	50%
IndoUsequities LLC	Very Low $0	$0	12	100%
Nigido Mullin Investment Strategies, LLC	Typical $640K	$15M	24	33%
Poxono Capital	Low $360K	$18M	50	64%
Redmount Capital Partners LLC	Typical $750K	$19M	25	44%
Smolin Wealth Advisors, LLC	—	—	25	0%
Main Street Financial Life Advisors, LLC	High $1.5M	$57M	38	21%
Cooney Financial Advisors Inc	Low $540K	$14M	26	4%
Princeton Value Partners LLC	Low $570K	$15M	27	100%
Groesbeck Investment Management Corp	High $1.5M	$44M	29	55%
Springreef LLC	Very Low $0	$0	29	100%
Summit Place Financial Advisors, LLC	Very High $5M	$290M	59	85%
Comprehensive Wealth Solutions, LLC	Very High $6.2M	$370M	60	55%
Cereus Financial Advisors, LLC	High $1.2M	$38M	31	35%
McMillan Analysis Corporation	Low $490K	$23M	48	60%
Unique Financial Advisors LLC	High $1.5M	$74M	49	53%
G.B. Allen Associates, Inc.	Very High $1.7M	$61M	35	43%
VIM Wealth Management, LLC	Low $440K	$31M	71	70%
A. Gary Shilling & Co.	Very High $2.3M	$41M	18	100%
Orion Financial Advisors	Very Low $280K	$15M	54	0%
Stembrook Asset Management, LLC	Very High $4.1M	$150M	36	75%
M.K. Byrne & Co. LLC	Very High $2.5M	$91M	37	70%
Penbrook Management LLC	Very High $2M	$150M	74	50%
CM Capital Partners	Very Low $260K	$15M	56	46%
Dillon Capital Management	High $1.2M	$67M	56	34%
Mint Asset Management LLC	High $1.1M	$62M	56	45%
Loudon Investment Management, LLC	Very High $2.9M	$220M	75	48%
Israel's Ferguson Asset Advisors LLC	Low $480K	$18M	38	47%
Nashional Investments	Very Low $280K	$16M	58	0%
Managed Wealth Advisors	Typical $960K	$37M	39	46%
S & A Financial Strategies & Services, LLC	Low $420K	$16M	39	0%
Epic Wealth Management LLC	Very Low $170K	$13M	80	0%
Versatile Capital Management L.L.C.	Very High $3.1M	$130M	40	75%
Global Wealth Management, LLC	Very High $3M	$180M	61	51%
Xpotential Inc.	High $1.1M	$68M	62	61%
Fifth Set Private Wealth Management LLC	Very High $2.5M	$160M	63	70%
Tandem Capital Management, Inc.	Very High $2.9M	$240M	84	86%
GCB Private Wealth	Typical $800K	$34M	43	33%
Legacy Investment Advisors, LLC	Low $460K	$30M	65	11%
AEM Asset Management, LLC	Very High $2.4M	$100M	44	50%
Constantia Capital LLC	Low $420K	$19M	44	98%
Target Rock Wealth Management, LLC	High $1.1M	$93M	88	45%
Lexington Avenue Capital Management, LLC	High $1.1M	$74M	67	31%
Covington & Associates, Inc.	Very High $4.4M	$200M	45	67%
Muntz Financial, LLC	High $1.2M	$110M	93	34%
Prosperiant Wealth Management, LLC	High $1.1M	$50M	47	55%
Wilde Capital Management, LLC	Very Low $220K	$10M	47	0%
The Inspired Network Wealth Advisory	Low $370K	$18M	48	0%
M&A Wealth	Very Low $170K	$16M	97	35%
Emancipare Investment Advisors	Very Low $0	$0	49	0%
Revel Wealth Management	Very High $5.3M	$260M	49	8%
Cenacle Partners	High $1.5M	$73M	50	30%
Firebrand Wealth Management, LLC	Typical $790K	$79M	100	21%
Maisch Financial Partners, LLC	Typical $670K	$17M	25	0%
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%
Lionshead Wealth Management, LLC	Very High $2.1M	$220M	103	40%
Westfield Wealth Management, LLC	High $1.2M	$92M	78	41%
Jersey Shore Portfolio Management, LLC	Low $420K	$23M	53	23%
Compass Private Wealth Group LLC	High $1.4M	$110M	80	84%
Ahara Advisors	Very High $3.4M	$190M	55	100%
The Goodland Group	Typical $650K	$71M	110	70%
Whealth Advisors	High $1.6M	$88M	55	58%
H&S Tax and Wealth Advisors LLC	Typical $820K	$68M	83	23%
Clemensen Capital Company LLC	Low $590K	$67M	112	32%
BPP Wealth Solutions, LLC	Very High $2.2M	$250M	113	64%
Brooklyn Plans LLC	Very Low $240K	$20M	85	5%
Strategic Financial	Very Low $0	$0	86	80%
Excel Capital Management Corp	Very High $2.9M	$170M	58	100%
Lyons Investment Management	Very High $1.9M	$56M	29	48%
PortSalus Wealth Management	High $1M	$58M	58	36%
Virji Investments, Inc.	Low $580K	$34M	58	12%
Repex Investment Management Co., Inc.	Typical $930K	$55M	59	29%
Caleo Capital N.A. LLC	Typical $910K	$110M	119	8%
Delta Capital Management LLC	Very High $3.5M	$100M	30	100%
Impact Advisors Group	Typical $780K	$71M	90	23%
S Squared Retirement Solutions LLC	High $1M	$60M	60	80%
Waypoint Financial, LLC	Low $610K	$37M	60	17%
LiftPoint Family Wealth Advisors, LLC	Very High $3M	$180M	61	74%
Stewards Advisory Services	High $1M	$62M	61	46%
Upright Financial Corp	High $1.5M	$46M	31	39%
Aventura Capital Management, LLC	Low $380K	$48M	126	10%
Century Business & Financial Services	Very Low $220K	$14M	63	11%
Domani Advisors	Very High $5.3M	$330M	63	67%
Bergamot Asset Management LP	Typical $760K	$72M	95	49%
Nobles & Richards Advisors, LLC	Very Low $270K	$34M	128	9%
The Private Client Advisory Group, LLC	Low $450K	$58M	130	11%
Taurus Financial	High $1.3M	$85M	66	94%
Tenon Financial	Very High $3.2M	$320M	99	96%
M Financial Planning Services, Inc	—	—	100	0%
Shore Financial Planning	Typical $820K	$55M	67	0%
Augulis Financial Firm, L.L.C.	Typical $800K	$54M	68	24%
Financial Decisions, LLC	Very High $2.3M	$320M	136	88%
Palante Wealth Advisors, LLC	High $1.1M	$120M	102	33%
The Quick Group LLC	Very High $2.2M	$74M	34	100%
Terra Nova Asset Management LLC	Very High $3.2M	$220M	69	84%
NorthStar Portfolio Investments, LLC	Typical $920K	$64M	70	26%
Tittmann & Rusch, LLC	—	—	70	0%
ValuEngine Capital Management LLC	Very Low $250K	$18M	70	0%
Paramount Financial	Very Low $230K	$24M	106	1%
DGM Asset Management, L.L.C.	High $1.1M	$80M	71	66%
L&L Partners Wealth Management, LLC	Typical $850K	$63M	74	62%
Northwest Criterion Asset Management, L.L.C.	Typical $750K	$56M	74	42%
Prospect Hill Management, LLC	Very High $5.7M	$210M	37	95%
Transition Financial Advisors Group, LLC	Very High $2M	$300M	149	71%
Alexander Beard (USA) Inc.	Typical $650K	$49M	75	23%
Guided Capital Wealth Management, LLC	High $1.4M	$210M	153	43%
QP Wealth Management, LLC	Very High $3.5M	$400M	115	71%
Bourne Lent Asset Managament, Inc.	Very High $3.5M	$270M	78	67%
Ciro Capital LLC	High $1.4M	$110M	78	37%
Geneva Financial Group	Very High $4M	$160M	39	31%
VaMa Oak Wealth, LLC	Typical $780K	$91M	117	31%
Van Grouw Advisors, LLC	Typical $880K	$68M	78	28%
Wealthnest Capital Inc.	Low $450K	$35M	78	8%
Halberstadt Financial Consultants Inc	High $1.1M	$180M	157	43%
Investment Advisor Group	Typical $660K	$81M	123	8%
Saddle River Capital Management, LLC	Very Low $210K	$17M	82	0%
Apogee Financial Services Group, Inc.	Low $390K	$49M	124	0%
Wealthcare Solutions, LLC	Typical $630K	$52M	83	18%
N.N.A.I.A	—	—	84	0%
Integrity Investment Advisors, LLC	Low $370K	$63M	170	6%
MK3 Wealth LLC	High $1.2M	$100M	85	34%
Ridgewood Investments	Very High $1.7M	$290M	170	33%
Princeton Capital Management LLC	Very High $2.3M	$390M	171	58%
Retirement Systems LLC	Very Low $220K	$37M	172	0%
Retirement Wealth Management, LLC	Typical $710K	$61M	86	34%
SG Securities, LLC	Very Low $190K	$16M	86	5%
Your Planning Partner LLC	High $1.1M	$91M	86	19%
Chesapeake Asset Management LLC	Very High $2.3M	$300M	130	50%
Gci Financial Group	High $980K	$130M	130	37%
Strategic Wealth Solutions LLC	Very Low $230K	$30M	130	5%
Global Value Investment Corporation	High $1.1M	$190M	174	31%
Chesapeake Capital Management, LLC	Very Low $190K	$33M	176	26%
Sound Wealth LLC	Typical $650K	$29M	44	23%
RockCrest Financial LLC	Very Low $330K	$44M	133	19%
Avrio Wealth PTE LTD	High $1.3M	$180M	134	100%
Sensenig Capital Advisors, Inc.	High $1.5M	$200M	134	46%
46 Peaks Investment Advisory Group	Very High $2M	$270M	135	67%
Gen Y Planning	Low $600K	$54M	90	12%
Portus Wealth Advisors, LLC	High $1.5M	$200M	135	36%
Ethos Capital Management, Inc.	Typical $860K	$160M	181	53%
MPI Wealth Management LLC	Typical $930K	$130M	136	68%
Obrien Greene & Co Inc	Very High $2.4M	$330M	136	65%
Kensington Financial Advisors LLC	Very High $1.8M	$160M	91	46%
Astra Wealth Partners	High $1.6M	$220M	137	43%
First Light Wealth Advisors, LLC	High $1.2M	$110M	93	29%
Oceanic Capital Management LLC	Low $490K	$45M	93	13%
Lynch Investment Planning, LLC	High $1M	$140M	140	33%
RPM Capital Management, LLC	Low $510K	$72M	140	96%
Talisman Wealth Advisors, LLC	Very High $1.8M	$250M	141	48%
Meadowbrook Advisors	Very High $2.3M	$320M	142	57%
Friedenthal Financial, LLC	High $1M	$190M	190	36%
Linden Rose Investment LLC	Typical $650K	$62M	95	33%
RMAS, Inc.	Typical $760K	$72M	95	36%
Sacks & Associates, LLC	High $1.5M	$210M	143	46%
Focus Wealth Advisors LLC	Very Low $180K	$17M	98	12%
RCPlanners	Low $540K	$81M	148	12%
Crossover Capital	Very High $1.8M	$180M	99	65%
OFC Wealth Management	Very High $1.8M	$180M	99	40%
Tepp Wealth Management	High $1.3M	$200M	149	35%
Viable	Typical $810K	$160M	199	25%
Creative Capital Wealth Management Group	Very Low $180K	$35M	200	35%
Tango Capital Management, LLC.(Tcm)	Very Low $130K	$13M	100	24%
Thurston Hall Investment Research, LLC	Typical $780K	$78M	100	10%
Lisch Investment Management LLC	Low $620K	$63M	101	14%
Stone Pine Financial Partners	High $1.3M	$260M	202	51%
Stage Wealth Management, Inc.	Low $470K	$96M	203	80%
Fiduciary Pension Partners, LLC	Typical $730K	$37M	51	24%
V2 Financial Group, LLC	High $1.7M	$350M	205	58%
Beckerman Wealth	High $1.4M	$290M	206	67%
Five Rivers Financial Advisors, LLC	Low $530K	$55M	104	20%
BCS Private Wealth Management	Very High $2M	$420M	213	55%
Kevin M. Gibney and Company, LLC	Very High $2.8M	$300M	108	49%
Podell Financial Group LLC	Typical $880K	$190M	216	15%
Shamrock Financial Services	Very Low $240K	$27M	109	9%
Stratacore Capital Management, LLC.	Low $600K	$66M	109	29%
Coastal Wealth Advisors, LLC	Typical $850K	$94M	110	24%
American Wealth Administration Group LLC	Very Low $290K	$48M	167	35%
Heydorn Stone Capital Management LLC	High $1.2M	$140M	113	56%
Emissary Wealth	Typical $730K	$170M	229	17%
Ronald Gelok & Associates, LLC	Very Low $320K	$75M	230	13%
IRON Financial LLC	Very High $2M	$460M	232	47%
Songbird Capital, LLC	High $1.3M	$74M	58	53%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
S.F. Ehrlich Associates, Inc.	High $1.6M	$190M	117	47%
Hartley Advisors Corp.	Typical $900K	$110M	118	31%
Jeffrey N. Mehler, CFP LLC	Very High $2.3M	$410M	177	74%
Longview Financial Advisors, LLC	Very High $2.7M	$320M	118	61%
Main Line Group Wealth Management, LLC	Very High $1.9M	$110M	60	68%
Pleasantdale Wealth Management, LLC	Low $600K	$110M	181	19%
Cadia Private Client LLC	High $1.5M	$180M	122	38%
Oak Financial Group Inc	High $1.4M	$170M	122	66%
Hillcrest Wealth Advisors - NY, LLC	Very High $6.3M	$390M	62	90%
Scarsdale Investment Group, Ltd.	—	—	124	81%
Redfield, Blonsky & Starinsky, LLC	Low $470K	$59M	125	26%
Cairn Financial Group	Low $380K	$72M	189	11%
RDM Capital Associates Inc	High $1.2M	$150M	126	39%
United Success Wealth Management	High $1.2M	$78M	63	35%
U.S. Private Wealth, LLC	High $1.1M	$200M	189	33%
Northbrook Financial	Typical $680K	$87M	127	19%
Tandem Investment Partners, LLC	High $1M	$190M	191	19%
Eagles Coast Wealth Management, LLC	Low $390K	$50M	129	9%
Weingarten Associates, L.L.C.	Very High $3.1M	$200M	65	89%
Personal Financial Solutions, LLC	High $1.2M	$160M	131	30%
The Investment Connection LLC	Typical $820K	$110M	132	35%
East Coast Wealth Management, Inc.	Typical $760K	$150M	201	30%
Haddonfield Financial Planning LLC	Typical $650K	$130M	203	34%
360 Degrees Capital Management LLC	Very Low $290K	$20M	68	4%
Financial Futures	High $1.3M	$260M	204	44%
Excomp Asset Management Ltd	Typical $920K	$130M	137	26%
Shapiro Financial Security Group, Inc.	High $1.1M	$150M	137	0%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Conscious Capital Wealth Management, LLC	Typical $630K	$130M	207	32%
Kagan Coccoza Asset Management	High $1.2M	$170M	139	37%
Masters Legacy Planning	High $1.7M	$240M	139	34%
SJBenen Advisory, LLC	Very High $2.6M	$360M	139	35%
Income & Asset Advisory, Inc.	Low $620K	$170M	279	19%
AJF Capital Management, Inc.	Low $620K	$170M	280	35%
Third Eye Associates, Ltd	Very Low $0	$0	211	39%
Locker Financial Services, LLC	High $1.5M	$210M	141	46%
RM Private Wealth Management	Very High $4.8M	$340M	71	100%
TC Financial Management, Co Inc.	Typical $850K	$120M	144	26%
Villafranco Wealth Management	Very High $1.8M	$130M	72	36%
High Point Wealth Management, LLC	High $1.3M	$190M	146	29%
The Hogan-Knotts Financial Group, Inc.	Very High $2M	$300M	150	57%
Cherrydale Wealth Management, LLC	Very High $6.5M	$500M	76	100%
Davidson Wealth Management LLC	Typical $750K	$170M	228	24%
Garden State Retirement Specialists, LLC	Typical $720K	$110M	152	41%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Guidance Wealth Advisors LLC	Low $390K	$59M	153	16%
Gold Coast Wealth Management, LLC	Very High $2.3M	$350M	154	42%
Meschel Wealth Management LLC	Low $610K	$95M	155	19%
Wealth Creation Management Group LLC	Typical $650K	$100M	157	13%
Visconti & Associates, a Financial Services LLC	Very Low $150K	$24M	158	2%
Kubhera Enterprises LLC	Typical $850K	$200M	238	91%
Eagle Investors LLC	Very Low $0	$0	240	0%
Releve Financial Group	Typical $800K	$260M	321	27%
Shri Advisors	Typical $630K	$100M	161	17%
LodeStar Advisory Group, LLC	Low $570K	$92M	162	21%
Vermillion & White Wealth Management Group	Low $620K	$210M	334	24%
Corrado Advisors, LLC	Typical $720K	$240M	337	24%
Guerra Pan Advisors, LLC	Very High $2.5M	$210M	85	56%
Lewinter Wealth Advisors, LLC	Very High $1.9M	$160M	85	34%
Opulus	Low $520K	$88M	170	19%
Asset Advisory Group, Inc.	Very High $2.8M	$480M	171	50%
IDB Lido Wealth, LLC	Very High $2.1M	$350M	171	89%
Stash Wealth, LLC	Very Low $300K	$52M	174	0%
WP Asset Management	Low $470K	$84M	177	25%
Cooper Eagle, LLC	Very Low $250K	$46M	179	7%
Giverny Capital Advisors	Very High $1.8M	$330M	179	54%
Double Diamond Investment Group, LLC	Typical $720K	$65M	90	72%
TA Capital Management, LLC	Very High $4.5M	$400M	90	60%
Clarus Group LLC	Typical $800K	$150M	182	6%
Diversified Planning Strategies Advisors LLC	Low $420K	$150M	364	11%
Schorpp Capital Management	Low $380K	$70M	182	55%
Innovative Family Office LLC	Very Low $240K	$66M	276	5%
Brightside Wealth Planning, LLC	Low $450K	$84M	188	19%
Vaughan and Company Securities, Inc.	High $1.2M	$220M	190	32%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Safe Harbor Retirement Planners	Low $370K	$110M	290	14%
LifeCapital Partners LLC	Low $450K	$130M	297	14%
Pegasus Management Services L.L.C.	Very Low $190K	$39M	201	5%
SFI Advisors, LLC	Low $580K	$180M	304	11%
Capital Estate Advisors, Inc.	High $1.1M	$110M	102	38%
Brandywine Financial Group, Inc.	Typical $640K	$130M	208	26%
Borer Denton & Associates, Inc.	High $1.6M	$340M	209	65%
Align Advisor Group, LLC	Low $610K	$130M	210	15%
Michael J. Porro & Co. Financial Advisors, Inc.	Typical $780K	$160M	210	28%
Targeted Financial Services, LLC	Low $610K	$260M	422	15%
Private Client Group Asset Management	High $1.3M	$140M	109	40%
Bluefin Financial	Typical $860K	$280M	329	21%
Actify Investor Retirements, LLC	Very Low $27K	$5.8M	220	0%
Duke and Duke Wealth Management LLC	Very Low $230K	$76M	331	0%
Tranquilli Financial Advisor, LLC	Typical $900K	$200M	221	36%
Family Wealth Partners LLC	Low $590K	$130M	222	18%
MFA Wealth Services	High $1.3M	$290M	224	4%
Lavish Financial Planning	Very Low $160K	$35M	225	47%
Saiph Capital, LLC	Very High $2M	$440M	225	54%
Timbuktu Capital Management, LLC	Typical $820K	$94M	115	41%
Stawnychy Financial Services, Inc.	High $980K	$110M	116	22%
Copper Beech Financial Group, LLC	Typical $920K	$110M	118	51%
Roxbury Financial	Typical $680K	$160M	239	22%
Woloshin Investment Management, LLC	Low $480K	$180M	361	0%
McGovern Financial Planning, LLC	Low $530K	$64M	121	12%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
JPL Asset Management and Planning, LLC	Very Low $250K	$92M	369	0%
Massey Morgan Wealth Management, LLC	—	—	249	0%
Reshape Wealth	Very High $1.8M	$230M	127	69%
Digital Asset Investment Management	Very Low $310K	$80M	255	9%
G & R Financial Solutions LLC	Low $480K	$61M	128	23%
Neu Wealth Group	Very High $2.2M	$280M	128	30%
Steinberganna Wealth Management LLC	Very High $1.8M	$470M	259	41%
Rice Wealth Management Group, Inc.	Typical $700K	$91M	130	20%
Quantel Asset Management LLC	Low $450K	$60M	132	36%
LUMINIST Capital, LLC	Very Low $200K	$100M	530	8%
Mullooly Asset Management, Inc.	Typical $850K	$450M	533	21%
Redwood Wealth Management Group, LLC	Low $630K	$250M	400	18%
WealthFD	Very Low $190K	$78M	406	3%
TKG Wealth Advisers LLC	Low $360K	$98M	271	0%
Institutional Investment Advisors Corp	Typical $680K	$93M	137	32%
Bautis Financial, LLC	Typical $720K	$200M	275	10%
Kaplan Wealth Management, Inc.	Very Low $310K	$89M	287	30%
VCM Wealth	Very Low $360K	$100M	291	51%
Castle Financial & Retirement Planning Associates Inc	Typical $740K	$110M	146	23%
Invest For A Lifetime, LLC	Very Low $220K	$67M	304	4%
Baron Financial Group LLC	High $1.2M	$360M	306	35%
Redwood Financial Planning, LLC	Low $620K	$390M	621	5%
Sage Capital Management LLC	High $1.1M	$350M	314	79%
Broadway Advisor Group	Typical $640K	$200M	315	23%
Sherpa Capital Management	Typical $670K	$110M	158	35%
Unified Wealth Management LLC	Low $460K	$150M	325	10%
Shaker Financial Services	Typical $870K	$290M	329	31%
Capasso Planning Partners LLC	Typical $760K	$260M	340	18%
PCB Capital LLC	Low $520K	$180M	358	19%
Seraphim Capital Management, LLC	Very Low $350K	$63M	180	4%
Skyview Financial Group, LLC	Typical $790K	$290M	362	11%
Boyar Asset Management, Inc.	Typical $840K	$160M	185	49%
Leicht Financial Planning and Wealth Management	High $1.2M	$230M	194	44%
Aljen Asset Management LLC	Low $410K	$160M	397	23%
Brixton Capital Wealth Advisors, LLC	Very Low $260K	$210M	819	25%
Bodnar Financial Advisors, Inc.	—	—	410	0%
Granite Rose Wealth Alliance LLC	Very Low $140K	$28M	205	48%
Borabond, LLC	Very Low $400	$83K	207	0%
Hepworth Equity Partners, LLC	Very Low $320K	$140M	421	30%
Federal Prep	Very Low $130K	$80M	637	0%
Stern Capital Management, Inc.	Low $460K	$300M	649	10%
HFM INVESTMENT ADVISORS, Inc.	Very High $2.2M	$480M	218	58%
Q Capital Solutions	Typical $940K	$210M	225	37%
Standfast Asset Management, LLC	Low $430K	$99M	227	19%
Bayridge Financial Group, Inc.	Very Low $190K	$94M	488	4%
Anchored Financial Planning LLC	Low $370K	$180M	500	10%
Rockdale Financial Services, Inc.	Very Low $220K	$59M	262	9%
Island Financial Advisors	Very Low $210K	$81M	391	5%
Pento Portfolio Strategies, LLC	Very Low $270K	$240M	874	88%
Feldstein, Steven dba Steven Feldstein & Associates	Very Low $300K	$160M	526	100%
ICN Holding	Very Low $43K	$34M	796	1%
ACA/Prudent Investors Planning Corporation	Low $400K	$350M	880	8%

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