AUM per client for Supported firms serving clients in New York

Supported firms active in New York 639 firms

Very Low $150K-$350K

Low $350K-$620K

Typical $620K-$920K

High $920K-$1.6M

Very High $1.6M-$3.9M

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

Median: $740K

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Firm	AUM/client	AUM	Clients	HNW client %
Basic Capital Advisors LLC	—	—	—	—
Claris Advisors, LLC	—	$0	—	—
Crito Capital Advisers LLC	—	—	—	—
DSJ Wealth Management LLC	—	—	—	—
Everbridge Advisors	—	$0	—	—
Exemplar Wealth Advisors, LLC	—	$0	—	—
FactorPoint Planning, LLC	—	—	—	—
First Financial Services	—	—	—	—
Freedom Investments, Corp.	—	$0	—	—
Goldstrike Capital LLC	—	$0	—	—
Grant Wealth Advisors LLC	—	—	—	—
Guardant Wealth Advisors	—	$140M	34	—
Horizon Financial Group, Inc.	—	—	—	—
Intentional Asset Management	—	—	—	—
Ithaka Strategic Partners	—	$1.1M	—	—
Juth Investment Advisory	—	—	—	—
Lancaster	—	$0	—	—
Livelhood LLC	—	—	—	—
Prism Planning and Solutions Group	—	—	—	—
Progressive Financial Planning Services Inc.	—	$0	—	—
R & R Wealth Strategies, LLC	—	—	—	—
Sterling Legacy Advisors Inc.	—	—	—	—
Strong Wealth Advisors, LLC	—	$0	—	—
Tailored Wealth Solutions	—	—	—	—
The Florio Wealth Management Group	—	$0	—	—
Tranquility Path Investment Advisors, LLC	—	—	—	—
Ensemble Financial, Inc.	Very Low $0	$0	1	100%
PMC Wealth, LLC	Low $550K	$550K	1	100%
Seven Canyons Advisors, LLC	Very High $3.6M	$7.2M	2	100%
Trustee Empowerment & Protection, Inc.	Very Low $0	$0	3	0%
Concentrated Risk Solutions Inc.	—	—	2	0%
CWM Partners, LLC	Very High $29M	$58M	2	100%
Essex Advisory	Very High $3.9M	$7.8M	2	0%
J.H. Darbie & Co., Inc.	High $1.5M	$6.1M	4	100%
Trowbridge Capital Partners LLC.	Very High $7.9M	$16M	2	100%
Vanda Research Corp	—	—	2	100%
VinsonCap Wealth Advisors LLC	Very High $2.8M	$5.7M	2	100%
Diamond Nestegg	—	—	3	0%
Volumetric Advisers	Very Low $70K	$210K	3	0%
Kensington Wealth Management, LLC	Typical $900K	$4.5M	5	0%
9D Capital LLC	Very High $1.8M	$11M	6	17%
Addigence Corporation	Very Low $0	$0	2	100%
HHL Wealth Advisors Inc.	Very Low $38K	$150K	4	0%
Nye Street Partners LLC	Very High $1.7M	$10M	6	83%
The Healy Group LLC	Very High $4.3M	$17M	4	50%
Tuttle Financial Services, Ltd.	Very Low $0	$0	4	0%
Aperture Advisors LLC	Very High $3.2M	$16M	5	100%
Arons Wealth Management LLC	High $950K	$4.7M	5	60%
Fern Impact Advisors, LLC	Very Low $350K	$1.7M	5	0%
Next GEN Advisors, LLC	Very High $1.8M	$9M	5	100%
Strider Capital, LLC	Very High $6.1M	$49M	8	100%
Handal Dunaway LLC	Very Low $9K	$27K	3	67%
Pension Maxima Investment Advisory, Inc.	Very Low $270K	$2.4M	9	33%
Ziment Financial Advisors, Inc.	Very High $4.8M	$48M	10	100%
CIO Capital Group LLC	Very High $5.7M	$40M	7	100%
Huygens Capital LLC	High $1.5M	$11M	7	100%
Mary & Pip	Very Low $78	$540	7	0%
The Affinity Group, LLC	Very Low $97K	$680K	7	0%
Eagle Talon Partners	High $1.5M	$6M	4	100%
Golden Eagle Capital Advisors, Inc.	Low $450K	$7.2M	16	88%
2pifinancial Corp.	Very Low $170K	$1.5M	9	33%
Middle Coast Investing LLC	High $1.3M	$12M	9	33%
Acorn Capital Partners, LLC	Low $590K	$5.9M	10	100%
AMWH Asset Management LLC	High $920K	$9.2M	10	0%
Broadcore Investments LP	High $1.5M	$7.7M	5	100%
Development Group LLC	—	—	5	0%
Dynic Wealth Management LLC	Very High $3M	$46M	15	53%
Smithbrook, LLC	Very High $6M	$90M	15	100%
Asia Global Asset Management, Inc	—	—	22	0%
Muse Capital Management LLC	Very High $8.6M	$95M	11	36%
TJ Capital Holdings LLC	Very Low $240K	$2.7M	11	73%
Wesfair Advisory Group, Inc.	Very High $2.3M	$25M	11	45%
Kineo Capital LLC	High $1M	$17M	17	100%
KDB Asset Management, LLC	High $1M	$12M	12	0%
Vilga Financial Planning LLC	Very High $8.9M	$170M	19	100%
Avior Capital Markets US, LLC	—	—	13	0%
Nubian Square Investment Advisors, LLC	Very Low $260K	$6.8M	26	8%
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%
Blue Elm Advisors	Low $370K	$5.6M	15	7%
Optimus Wealth Management Group, Inc.	—	—	15	0%
Sinopoli & Sinopoli FInancial Services, LLC	Low $510K	$15M	30	90%
Calm River Capital LLC	Low $550K	$13M	23	70%
Complete Advisors	Very High $4.2M	$67M	16	100%
Saposh & Malter, Inc.	High $1.5M	$25M	16	0%
Uprise Advisers LLC	Very Low $0	$0	32	3%
Safe Harbor Asset Management, Inc.	High $1M	$26M	25	88%
BOS Taurus	High $1M	$17M	17	47%
Collaborative Capital Advisors LLC	Very High $23M	$380M	17	100%
GT Investment Management, LLC	Very Low $160K	$5.5M	35	100%
AG Wealth Management, PLLC	Typical $770K	$14M	18	56%
Atlantis Asset Management, LLC	High $920K	$25M	27	0%
Seven Mile Advisory LLC	Very High $12M	$420M	36	100%
Goydas Capital Investment Management, LLC	High $990K	$19M	19	53%
Upbeat Wealth	Typical $770K	$15M	19	0%
IADVISE Partners	Very High $11M	$220M	20	100%
Mavros Capital Management, LLC	Very High $3.2M	$32M	10	100%
Rimac	Low $380K	$7.6M	20	10%
Shearman, Ralston Inc.	Very High $4.9M	$98M	20	75%
HIP Investor, Inc.	Typical $690K	$21M	31	52%
Municipal Asset Management Inc	Very High $4.9M	$100M	21	76%
Tekmen Wells LLC	Very High $4.2M	$88M	21	90%
J.P.Morgan Wealth Management Solutions Inc.	Very Low $270K	$8.5M	32	19%
Pendragon Capital Management, Inc.	High $1M	$44M	43	42%
Bruderman Private wealth	Very High $2.3M	$77M	33	67%
MSM Financial Strategies	High $1.1M	$35M	33	21%
Robert W. Colby Asset Management, Inc.	Very Low $210K	$4.6M	22	41%
Kingsbridge Advisors, LLC	—	—	45	100%
Basile Financial Group, Inc.	Very Low $200K	$4.5M	23	9%
Oak & Reed Capital Management, LLC	Typical $630K	$15M	23	70%
Big Rock Advisors LLC	Low $430K	$16M	36	0%
Centennial Wealth Management Inc.	Very Low $230K	$5.6M	24	0%
Clearbrook Investment Solutions LLC	Very High $2.4M	$87M	36	100%
HAPPYRICH Capital	Typical $910K	$44M	48	50%
Nigido Mullin Investment Strategies, LLC	Typical $640K	$15M	24	33%
Fealty Group LLC	Very Low $120K	$3M	25	0%
Poxono Capital	Low $360K	$18M	50	64%
SAGE 360 Advisors LLC	Typical $860K	$22M	25	24%
Smolin Wealth Advisors, LLC	—	—	25	0%
Malatai Capital LLC	Very High $1.7M	$65M	38	21%
Cooney Financial Advisors Inc	Low $540K	$14M	26	4%
Fidare Wealth Solutions LLC	Low $540K	$14M	26	77%
Garrison Murphy Wealth Management, LLC	Very High $8M	$210M	26	96%
Magnifina, LLC	Very High $2.4M	$31M	13	0%
Strategic Wealth Management LLC	Typical $630K	$16M	26	0%
Anova Management	Low $480K	$19M	40	75%
Zor Capital, LLC	Typical $740K	$30M	40	50%
First Light Investment Advisors	Very Low $300K	$12M	41	0%
Barak Asset Management LLC	Very Low $160K	$4.5M	28	14%
Bruin Wealth Advisors LLC	High $1.1M	$31M	28	61%
Ford Financial Solutions, LLC	Typical $750K	$21M	28	61%
Trimarc Wealth Management LLC	Very High $15M	$210M	14	100%
Magnolia Capital Management	Very High $2.3M	$130M	57	47%
Castfirm Advisors LLC	High $1M	$30M	29	10%
Springreef LLC	Very Low $0	$0	29	100%
Summit Place Financial Advisors, LLC	Very High $5M	$290M	59	85%
Acanto, LLC	Very Low $300K	$9.1M	30	3%
Mighty Oak Management LLC	Very Low $330K	$15M	45	53%
RM Sincerbeaux Capital Management, LLC.	Very High $15M	$230M	15	100%
RDG Capital Management LLC	High $1.6M	$71M	46	46%
ARCAP Partners LLC	High $1M	$31M	31	45%
Bluering Advisors, Inc	Low $480K	$15M	31	0%
Cereus Financial Advisors, LLC	High $1.2M	$38M	31	35%
Java Wealth Planning	Typical $660K	$20M	31	26%
Beacon Financial Advisors	Very High $4.5M	$210M	47	81%
Craft Wealth Management LLC	Very Low $160K	$10M	63	0%
Tanaka Capital Management Inc	High $1.5M	$23M	16	44%
The World Changers Investments, LLC	Very Low $300K	$9.6M	32	0%
VII Capital Management LLC	Low $580K	$28M	48	65%
Unique Financial Advisors LLC	High $1.5M	$74M	49	53%
Investors Mosaic	Very High $5.6M	$190M	33	79%
Timm Financial Services	Low $360K	$12M	33	0%
Snow Financial Management, LLC	Very High $2M	$98M	50	70%
Apricity Financial, LLC	High $1.4M	$94M	67	49%
Minerva Wealth Advisory	Very High $2.3M	$79M	34	71%
Oberlin Wealth Partners, LLC	High $1.2M	$21M	17	76%
AG Asset Advisory, LLC	Very High $12M	$420M	35	94%
Kamke Investment Strategies Inc.	Very High $2M	$71M	35	60%
Upleft Asset Management	High $1M	$54M	53	34%
VIM Wealth Management, LLC	Low $440K	$31M	71	70%
Compass	Typical $880K	$48M	54	20%
Evolve Investing LLC	Very High $1.9M	$67M	36	42%
Stembrook Asset Management, LLC	Very High $4.1M	$150M	36	75%
Penbrook Management LLC	Very High $2M	$150M	74	50%
CM Capital Partners	Very Low $260K	$15M	56	46%
Mint Asset Management LLC	High $1.1M	$62M	56	45%
Osprey Private Wealth LLC	Very High $6.1M	$340M	56	79%
Paramount Wealth Advisors	Low $610K	$34M	56	21%
WSA Affiliates, LLC	Very Low $0	$0	56	18%
Black Arrow Capital LLC	High $1M	$38M	38	32%
CK Advisors, LLC	Very High $2.4M	$91M	38	89%
Eagle's Crest Advisors, LLC	High $1.6M	$62M	38	55%
Haron Capital Management, LLC	High $1.2M	$44M	38	100%
Israel's Ferguson Asset Advisors LLC	Low $480K	$18M	38	47%
Lunin-Pack Planning and Advice, LLC	Typical $680K	$26M	38	39%
ROW Management Inc.	Very Low $290K	$11M	38	26%
Steward Inc.	Very High $1.7M	$66M	38	42%
Federmann Financial Advisors Inc.	Very High $1.9M	$110M	58	59%
Queenbridge Capital, LLC	High $1.4M	$79M	58	14%
Re Envision Wealth	High $1.1M	$87M	78	37%
Renew Family Wealth	High $1.2M	$97M	78	23%
Diamant Asset Management, Inc.	Very High $3.5M	$200M	59	100%
Theory Planning Partners	Low $560K	$33M	59	8%
Innovative Wealth Management	Very Low $96K	$7.5M	79	6%
Epic Wealth Management LLC	Very Low $170K	$13M	80	0%
Integrity Advisory Partners LLC	High $1.2M	$46M	40	38%
Leeb Capital Management, Inc.	Very High $1.8M	$110M	60	58%
Matrix Private Wealth Management Inc.	Very Low $270K	$11M	40	13%
Sanders Smith Limited	—	—	40	0%
Axiom Private Wealth, LLC	High $1.4M	$59M	41	54%
CSG Financial	Very Low $250K	$16M	62	6%
Xpotential Inc.	High $1.1M	$68M	62	61%
Silicon Private Wealth, LLC	Very High $2.1M	$170M	83	57%
Fifth Set Private Wealth Management LLC	Very High $2.5M	$160M	63	70%
Tandem Capital Management, Inc.	Very High $2.9M	$240M	84	86%
Attainable Wealth	High $1.1M	$46M	43	44%
GCB Private Wealth	Typical $800K	$34M	43	33%
GlassBead Capital Management LLC	Very High $3.2M	$140M	43	100%
SMP Financial Planning, LLC	High $1.5M	$63M	43	88%
TQM Wealth Partners	Very High $1.9M	$120M	65	42%
AKPRIDE Financial Services	Low $560K	$25M	44	20%
Elevate Planners	Low $590K	$26M	44	27%
Greenwich Financial Advisors, LLC	Typical $780K	$34M	44	50%
Target Rock Wealth Management, LLC	High $1.1M	$93M	88	45%
Life, Inc. Retirement Services	Very Low $210K	$19M	89	0%
Lexington Avenue Capital Management, LLC	High $1.1M	$74M	67	31%
Sheehan Financial Advisors, LLC	—	—	67	57%
Benjamin Securities, Inc.	Low $490K	$34M	68	7%
Upstart Wealth Management, LLC	Very High $4.2M	$380M	91	67%
Dorfman Value Investments LLC	Typical $700K	$32M	46	28%
IHS Wealth Management LLC	Very High $1.7M	$39M	23	39%
Inside Edge Capital Management, LLC	High $960K	$44M	46	46%
J.C. Goodgal, Inc.	Typical $700K	$16M	23	83%
Washington Square Capital Management LLC	Very High $2M	$90M	46	43%
K2 Wealth Management LLC	Very High $1.7M	$120M	70	100%
Livian & Co.	Very High $2.2M	$100M	47	100%
Origin Wealth Advisers	Very High $1.7M	$81M	48	77%
Kalantry Advisors LLC	Very Low $350K	$17M	49	65%
Caruso McLean & Co., Inc.	High $1.5M	$150M	99	77%
Anchín Wealth Management LLC	Very Low $0	$0	25	100%
Bluestone® Financial Advisors, LLC	Very High $3.9M	$200M	50	100%
Firebrand Wealth Management, LLC	Typical $790K	$79M	100	21%
Jade & Cowry LLC	High $1.3M	$65M	50	50%
Luesink Stenstrom Financial	Very High $1.9M	$94M	50	58%
The Astorino Financial Group, Inc.	—	—	50	0%
Copper River Advisors LLC	Very High $1.8M	$94M	51	14%
Great Wealth Investments	Very Low $310K	$16M	51	14%
Midway Capital Research & Management LLC	Very High $1.6M	$84M	51	57%
Naylor & Company	High $1M	$100M	102	42%
Baer Investment Advisory LLC	High $1.5M	$120M	77	65%
Lionshead Wealth Management, LLC	Very High $2.1M	$220M	103	40%
Clutch Capital Management, LLC	Very Low $280K	$29M	104	0%
Fiorile & Associates, LLC	Low $470K	$25M	52	0%
Evident Financial	High $1.4M	$110M	79	39%
Fyooz Financial Planning	Typical $750K	$59M	79	47%
HV Capital Management	High $1M	$54M	53	30%
Jersey Shore Portfolio Management, LLC	Low $420K	$23M	53	23%
Oak Maple Finance, LLC	Very High $1.7M	$93M	54	44%
WWM Advisory Inc.	Very High $3.7M	$200M	54	70%
The Goodland Group	Typical $650K	$71M	110	70%
Whealth Advisors	High $1.6M	$88M	55	58%
Clemensen Capital Company LLC	Low $590K	$67M	112	32%
I.M.S. Wealth Management, LLC	Typical $680K	$38M	56	14%
M & I Financial Planning Services	Very Low $330K	$19M	56	0%
BPP Wealth Solutions, LLC	Very High $2.2M	$250M	113	64%
Brooklyn Plans LLC	Very Low $240K	$20M	85	5%
Fieldstone Money Management, Inc.	Very Low $170K	$9.7M	57	11%
Focus Point Capital LLC	High $1.1M	$63M	57	100%
Coast Bridge Capital	Very Low $270K	$16M	58	24%
Colchester Investment Counsel LLC	Very High $2.2M	$130M	58	66%
Athos Private Wealth LLC	High $1.6M	$190M	117	64%
Repex Investment Management Co., Inc.	High $930K	$55M	59	29%
Mountain Vista Wealth Management	Typical $840K	$50M	60	35%
Planful Finance LLC	Typical $890K	$54M	60	33%
Propel Financial Advisors, LLC	Low $440K	$53M	120	10%
Radix Organization, Inc.	Very High $2.2M	$200M	90	100%
S Squared Retirement Solutions LLC	High $1M	$60M	60	80%
The Bycoff Group LLC	Typical $710K	$43M	60	43%
Symphony Retirement Partners LLC	Low $400K	$36M	91	37%
JR Snell Capital Management, LLC	Low $520K	$32M	61	20%
Manhattan Wealth Management Group	Typical $640K	$39M	61	20%
Rockingstone Advisors	Very High $4.6M	$280M	61	89%
Cove Private Wealth, LLC	Very High $4.9M	$450M	92	100%
Garrison Bradford & Associates Inc	High $1.5M	$130M	92	58%
Brennan Capital Management LLC	Typical $650K	$40M	62	23%
Professional Financial	Very High $2.2M	$210M	93	74%
Century Business & Financial Services	Very Low $220K	$14M	63	11%
Domani Advisors	Very High $5.3M	$330M	63	67%
Oppenheimer + Close, LLC	Typical $740K	$93M	126	48%
Gramercy Strategic Capital LLC	Very High $7.7M	$250M	32	81%
LL Financial Services, LLC	Low $500K	$32M	64	27%
Nobles & Richards Advisors, LLC	Very Low $270K	$34M	128	9%
Semper Financial	Low $580K	$37M	64	6%
Turtle Bay Group, Inc.	Very Low $0	$0	64	86%
CS Advisors Inc.	High $1.2M	$110M	97	64%
Experience Your Wealth, LLC	High $1.3M	$84M	65	25%
One Hopper Asset Management	Typical $760K	$50M	65	12%
Strategic Wealth Capital	Very High $3.6M	$230M	65	22%
The Private Client Advisory Group, LLC	Low $450K	$58M	130	11%
Main Street Financial	Typical $730K	$71M	98	22%
Abernathy Group II LLC	Very High $2.3M	$76M	33	58%
Great Path Planning	Very High $2.5M	$160M	66	83%
Kutz and Company Inc.	Very High $1.7M	$120M	66	41%
RGA Investment Advisors, LLC	Typical $850K	$85M	99	19%
Taurus Financial	High $1.3M	$85M	66	94%
TRG Capital Management, Inc.	Typical $720K	$96M	132	38%
Shelter Rock Management, LLC	High $1.3M	$170M	133	68%
Taconic Advisors	Very High $1.9M	$250M	133	80%
Envest Asset Management, LLC	Typical $680K	$46M	67	19%
World Market Advisors	High $1.1M	$71M	67	45%
Eagle Wealth Advisors	High $1.6M	$160M	101	31%
Donalies Financial Planning, LLC	High $1.5M	$200M	135	85%
Dorado Wealth Management LLC	Very High $2.8M	$190M	68	9%
Financial Decisions, LLC	Very High $2.3M	$320M	136	88%
The Quick Group LLC	Very High $2.2M	$74M	34	100%
DBA Seaside Financial & Insurance Services	Low $590K	$81M	137	18%
Five Mile River Investment Management, LLC	Typical $830K	$85M	103	100%
Terra Nova Asset Management LLC	Very High $3.2M	$220M	69	84%
Cultivating Wealth	High $1.2M	$210M	175	37%
Delaware Avenue Advisors Inc.	Low $380K	$27M	70	0%
Matriarch Wealth Management, LLC	Very High $3.6M	$250M	70	69%
NorthStar Portfolio Investments, LLC	Typical $920K	$64M	70	26%
Tittmann & Rusch, LLC	—	—	70	0%
ValuEngine Capital Management LLC	Very Low $250K	$18M	70	0%
WE Financial Group	Typical $910K	$130M	140	31%
DGM Asset Management, L.L.C.	High $1.1M	$80M	71	66%
Nottingham Wealth Partners, Inc.	Low $570K	$80M	142	11%
Universal Wealth Management LLC	Very Low $190K	$28M	145	6%
Shield Wealth Advisors	Typical $630K	$68M	109	21%
Steward Advisors Group, LLC	Typical $780K	$85M	109	23%
L&L Partners Wealth Management, LLC	Typical $850K	$63M	74	62%
Northwest Criterion Asset Management, L.L.C.	Typical $750K	$56M	74	42%
Wellspring Financial, LLC	Low $620K	$69M	112	20%
Aldemar Research Corporation	High $1.1M	$84M	75	56%
Compass Rose Strategic Partners LLC	Typical $690K	$100M	150	45%
Rebellion Research	Very Low $220K	$17M	75	73%
Under Par Planning LLC	Low $440K	$33M	75	13%
30-40 Wealth Partners	High $1.3M	$48M	38	61%
Financial Freedom	Very High $3.9M	$440M	114	84%
Imprint Wealth LLC	Very High $1.7M	$130M	76	46%
Kentor Financial	—	—	76	0%
Layline Advisors	High $1M	$120M	114	42%
LeClair Wealth Partners	Very High $2.4M	$360M	152	53%
Mollot & Hardy, Inc.	Typical $880K	$68M	77	13%
Weatherhelm Capital Management LLC	High $1.2M	$89M	77	16%
Settanni Financial LLC	Very High $2.2M	$340M	155	32%
Bourne Lent Asset Managament, Inc.	Very High $3.5M	$270M	78	67%
Ciro Capital LLC	High $1.4M	$110M	78	37%
Franco Financial Advisors, Inc.	Very High $1.8M	$72M	39	69%
Geneva Financial Group	Very High $4M	$160M	39	31%
Stolzer Rothschild Levy LLC	High $1.5M	$110M	78	42%
Value Investment Professionals, LLC	High $1.6M	$240M	156	42%
Wealthnest Capital Inc.	Low $450K	$35M	78	8%
Brewster Financial Planning LLC	Very High $2M	$240M	118	89%
Wise Wealth Management, LLC	High $1.5M	$120M	79	47%
Hemisphere Partners LLC	Very High $5.7M	$230M	40	100%
Investment Advisor Group	Typical $660K	$81M	123	8%
Lyon Capital Management, LLC	High $1.1M	$88M	82	57%
Rabenold Advisors, Inc.	Low $430K	$36M	82	11%
MJC Advisors, LLC	Very High $2.3M	$190M	83	14%
SENIOR Financial and Realty Assoc.	Low $460K	$38M	83	0%
Sonoma Private Wealth LLC	Very High $1.9M	$150M	83	59%
Mana Financial Life Design	Typical $820K	$100M	126	30%
Manhattan Global Asset Management LLC	Very High $4.9M	$210M	42	100%
N.N.A.I.A	—	—	84	0%
Blue Spark Capital Advisors	Very High $2.8M	$240M	85	62%
Allstreet Wealth	Low $510K	$65M	128	35%
Capital Insights Group of WNY, LLC	Low $460K	$59M	128	14%
Retirement Wealth Management, LLC	Typical $710K	$61M	86	34%
Shope Advisors Group	Typical $760K	$66M	86	23%
Chesapeake Asset Management LLC	Very High $2.3M	$300M	130	50%
Strategic Wealth Solutions LLC	Very Low $230K	$30M	130	5%
Frazier Financial Consultants, LLC	Very High $2.2M	$190M	87	64%
Formulate Financial LLC	Very High $2.6M	$120M	44	100%
Orchestral Financial Group Inc.	Very Low $160K	$14M	88	9%
Aventine Financial Group	High $1.1M	$150M	133	42%
ADC Wealth Management, LLC	Very High $2.2M	$200M	90	34%
Gen Y Planning	Low $600K	$54M	90	12%
Serenity Capital Advisors Inc.	High $1.4M	$64M	45	58%
KB Financial Advisors LLC	Typical $850K	$120M	136	12%
Exceed Advisory LLC	High $1.1M	$99M	91	33%
Purevest	Low $570K	$52M	91	11%
Alpha & Omega	Very Low $290K	$40M	137	2%
Astra Wealth Partners	High $1.6M	$220M	137	43%
First Light Wealth Advisors, LLC	High $1.2M	$110M	93	29%
Thinking Big Financial	High $1M	$93M	93	35%
RPM Capital Management, LLC	Low $510K	$72M	140	96%
Anselme Capital, Inc.	Typical $690K	$65M	94	32%
Iconoclastic Capital Management LLC	Low $480K	$68M	141	14%
Oberon Asset Management, LLC	Very High $4.5M	$210M	47	85%
United Financial Planning Group LLC	Very High $1.8M	$350M	188	60%
Mussett Wealth Management, LLC	Typical $830K	$79M	95	28%
The Herbst Group, LLC	High $1M	$200M	190	24%
Sherman Wealth Management LLC	High $1.1M	$150M	143	29%
Congress Park Capital LLC	Very High $2.8M	$400M	145	43%
Hanley & Associates LLC	Very Low $250K	$24M	97	9%
Lake Water Advisory, LLC	Low $610K	$59M	97	16%
Clear Point Advisors, Inc.	Very High $1.7M	$250M	147	56%
Nia Impact Capital	Very High $1.7M	$260M	147	52%
Holistic Finance LLC	Very Low $40K	$7.9M	198	1%
4Sight Advisors LLC	Very Low $85K	$13M	149	6%
Tepp Wealth Management	High $1.3M	$200M	149	35%
Alphanso	Very Low $17K	$840K	50	54%
G-Squared Advisory LLC	—	—	100	0%
Elevation Wealth Partners LLC	Very High $2.1M	$210M	101	45%
Haviland & Sams, LLC	Very Low $0	$0	101	79%
Hegarty Advisors, LLC	Very High $1.7M	$170M	101	51%
Lisch Investment Management LLC	Low $620K	$63M	101	14%
Otto & Associates, Inc.	Very High $1.9M	$290M	152	50%
Pinnacle Wealth Management Group, Inc.	High $1.2M	$240M	203	39%
ProAthlete Wealth Management LLC	Very High $2M	$400M	203	91%
Stage Wealth Management, Inc.	Low $470K	$96M	203	80%
American Trust Investment Services Advisory, Inc.	Very Low $110K	$5.5M	51	4%
Fiduciary Pension Partners, LLC	Typical $730K	$37M	51	24%
Beckerman Wealth	High $1.4M	$290M	206	67%
Krusen Capital Management, LLC	High $1.2M	$120M	103	100%
IKE Capital, LLC	Very High $2.3M	$240M	105	63%
Jason Howell Company	Low $610K	$64M	105	14%
Weiss Financial Group LLC	Typical $780K	$81M	105	30%
Financial Advisor Network, Inc.	Typical $850K	$140M	158	30%
Sincerus Advisory	High $1.1M	$180M	158	28%
Two Point Capital Management, Inc.	Very High $2.9M	$310M	106	75%
Brave Eagle Wealth Management	High $940K	$100M	107	35%
Fien Capital Management, LLC	High $1.2M	$130M	107	50%
Milestone Asset Management Group, LLC	High $1.4M	$300M	214	58%
CBG & Company, Inc.	High $1.3M	$210M	161	71%
Blank Equity Management LLC	Typical $840K	$140M	162	30%
Truesdell Wealth, Inc.	Very Low $92K	$5M	54	17%
Craftwork Capital LLC	Low $620K	$100M	163	18%
Shamrock Financial Services	Very Low $240K	$27M	109	9%
Stratacore Capital Management, LLC.	Low $600K	$66M	109	29%
TimeCapital Investor Advisory Services Inc	High $1.1M	$230M	218	28%
Coastal Wealth Advisors, LLC	Typical $850K	$94M	110	24%
Cross Border Financial Planning USA LLC	Typical $880K	$150M	165	38%
Reik & Co., LLC	Very High $4.6M	$250M	55	91%
American Wealth Administration Group LLC	Very Low $290K	$48M	167	35%
Brentview investment Management, LLC	Low $620K	$100M	169	100%
Heydorn Stone Capital Management LLC	High $1.2M	$140M	113	56%
Prosperitus Wealth Advisors	Very Low $310K	$69M	227	11%
Solid Point Wealth Advisors, LLC	Low $450K	$100M	227	56%
Forte Asset Management, LLC	Very High $5M	$280M	57	58%
Infiniti Wealth Management	High $1.1M	$190M	171	24%
Monthie Wealth Advisors	Low $620K	$71M	115	35%
Buckram Securities Ltd	Typical $680K	$120M	173	20%
Disciplined Portfolio Solutions LLC	Very High $3.5M	$200M	58	57%
Quorus Inc.	Typical $830K	$140M	174	75%
Birch Wealth Management	Low $350K	$62M	176	11%
Jeffrey N. Mehler, CFP LLC	Very High $2.3M	$410M	177	74%
McKinley Financial	Low $480K	$110M	237	27%
Gables Capital Management, Inc.	High $1.5M	$180M	119	64%
Old Bridge Wealth, Inc.	Very Low $320K	$77M	239	28%
Andrew Hill Investment Advisors, Inc.	Typical $890K	$210M	240	25%
Constitution Investment Advisory and Portfolio Management	High $1.3M	$240M	180	30%
Healthview Asset Management, Inc.	Low $580K	$100M	180	22%
HFH Planning Inc.	Very High $1.7M	$200M	122	46%
Oak Financial Group Inc	High $1.4M	$170M	122	66%
Scarsdale Investment Group, Ltd.	—	—	124	81%
Capital Investors Advisory Corporation	—	—	125	0%
CSD Financial LLC	Very Low $220K	$27M	125	6%
Redfield, Blonsky & Starinsky, LLC	Low $470K	$59M	125	26%
Oak Crest Advisory, LLC	Low $480K	$90M	188	18%
Opulentia, LLC	Very Low $250K	$46M	188	13%
Antonelli Financial Advisors, LLC	High $1.2M	$230M	189	31%
BPC Advisors LLC	High $1.2M	$160M	126	44%
RDM Capital Associates Inc	High $1.2M	$150M	126	39%
United Success Wealth Management	High $1.2M	$78M	63	35%
Northbrook Financial	Typical $680K	$87M	127	19%
Revalue LLC	Low $370K	$94M	254	60%
Ascent Financial Group	Typical $790K	$100M	128	31%

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