AUM per client for Supported firms serving clients in North Carolina

Supported firms active in North Carolina 412 firms

Very Low $150K-$380K

Low $380K-$660K

Typical $660K-$940K

High $940K-$1.5M

Very High $1.5M-$2.6M

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

Median: $820K

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Firm	AUM/client	AUM	Clients	HNW client %
Chiron Capital Management, LLC	Very Low $250K	$230M	896	28%
Yeisley Wealth Solutions, Inc.	Very Low $170K	$74M	425	1%
Orca Wealth Management, LLC	Low $420K	$170M	406	54%
Kensington Financial Group, Inc.	Very Low $220K	$170M	763	9%
Aurora Strategic Advisors, LLC	Very Low $67K	$23M	347	2%
San Blas Advisory, Inc.	Very Low $330K	$220M	664	9%
Stewards Wealth Planning, LLC	Very Low $160K	$99M	613	8%
INTELUS Advisory Group, LLC	Very Low $220K	$64M	290	14%
Masterplan Retirement Consultants	—	—	290	0%
Rhino Wealth Management	Very Low $280K	$80M	285	10%
Copley Investment Management, LLC	Low $570K	$310M	537	13%
Palmetto Private Wealth, LLC	Very Low $120K	$58M	478	0%
BG Wealth Advisory, LLC	—	—	462	0%
Reliant Investment Partners, LLC	Very Low $340K	$230M	684	16%
Copperline Wealth Management & Planning	Very Low $290K	$120M	430	28%
Ciovacco Capital Management	High $960K	$210M	214	69%
Rosewood Wealth Management	Low $400K	$83M	209	10%
Borabond, LLC	Very Low $400	$83K	207	0%
Align Wealth Advisors	Low $490K	$100M	205	0%
Bodnar Financial Advisors, Inc.	—	—	410	0%
Brixton Capital Wealth Advisors, LLC	Very Low $260K	$210M	819	25%
Guernsey Financial, LLC	Very Low $0	$0	204	29%
C F Parks Inc	Low $480K	$97M	202	15%
The Pension Group	Very Low $300K	$180M	599	2%
Tuttle Wealth Partners LLC	Very Low $120K	$65M	565	6%
Bountiful Investment Management LLC	Very Low $290K	$160M	560	2%
IntelliVest Wealth Management	Very Low $150K	$54M	351	3%
WMC Capital Management, LLC	Very Low $48K	$16M	340	0%
Steady Returns	Low $480K	$160M	336	22%
Quest 10 Wealth Builders, Inc.	Low $470K	$240M	503	22%
Second Half Financial Partners, LLC	Very Low $260K	$130M	485	9%
HG Tailored Financial Services	Very Low $250K	$79M	312	6%
Southeast Financial Advisors	Low $380K	$130M	303	0%
First Oak Wealth Management, LLC	High $1.4M	$200M	149	54%
Candace Shira Associates, LLC	High $1M	$440M	431	39%
Kaplan Wealth Management, Inc.	Very Low $310K	$89M	287	30%
Terra Wealth	Very Low $260K	$150M	572	8%
Center for Asset Management, LLC	Typical $900K	$250M	284	30%
Family Wealth Partners Concord, Inc	Very Low $280K	$39M	139	0%
Bowman Wealth Management Group	Very Low $320K	$89M	277	7%
H. L. Ormond & Company, LLC	High $1.3M	$360M	277	35%
Brightwater Advisory, LLC	High $1.1M	$290M	273	47%
Holcombe & Mcgrath	Low $580K	$160M	268	16%
The Pines Wealth Management, LLC	Very High $1.8M	$470M	262	55%
Wood Creek Capital Advisors, LLC	Very Low $210K	$55M	261	9%
Steinberganna Wealth Management LLC	Very High $1.8M	$470M	259	41%
Pendleton Financial Wealth Management	Typical $680K	$87M	128	41%
Townsend Asset Management Corp.	High $1.2M	$470M	382	31%
BARR Financial Services, LLC	High $1.1M	$270M	253	38%
Bennington Financial Planning Group	Typical $700K	$260M	376	32%
Long Island Wealth Management, Inc.	Very High $2.3M	$290M	125	56%
The Bottom Line Wealth Management Ltd.	Very Low $25K	$6.3M	250	0%
Hershey Financial Advisers, LLC	Very Low $300K	$150M	499	5%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
Kenneth Frenke & Co	Typical $840K	$210M	245	24%
Aptus Wealth Management, LLC	Low $380K	$93M	242	38%
Collie Financial Planning, Inc.	Typical $670K	$160M	242	22%
Pursuit Wealth Strategies, LLC	Typical $940K	$450M	483	39%
Carolina Financial Advisors, Inc.	Low $510K	$240M	473	10%
Aldebaran Financial Inc	Low $580K	$200M	350	12%
White Oak Financial Management, Inc	Low $400K	$140M	350	11%
Concorde Financial Resources	High $980K	$230M	231	32%
BDC Capital Management, Inc.	Low $430K	$99M	228	11%
Dovetail Financial Group LLC	Typical $880K	$300M	341	12%
BCD Advisors	Very Low $120K	$52M	448	8%
MFA Wealth Services	High $1.3M	$290M	224	4%
Actify Investor Retirements, LLC	Very Low $27K	$5.8M	220	0%
Cascades Capital Asset Management, LLC	High $1M	$340M	329	26%
AllSquare Wealth Management, LLC	Typical $660K	$290M	436	18%
RCS Financial Planning, LLC	High $1.2M	$270M	218	49%
Falcon Financial	Very Low $300K	$97M	323	9%
Shepherd Wealth Management	Very Low $380K	$160M	430	10%
ETF Portfolio Partners, Inc.	High $980K	$420M	429	25%
Washington Financial Group, Inc.	Low $560K	$120M	213	29%
Act Advisors	High $1.1M	$480M	420	30%
CONE ADVISORY GROUP, INC.	Very Low $77K	$16M	208	8%
BRIA Capital Group, LLC	Low $490K	$150M	311	28%
New Perspectives, Inc.	Typical $730K	$300M	414	22%
Gragg Financial	Low $510K	$160M	310	18%
Quality Financial Concepts	Low $580K	$120M	206	13%
VIP Planners, Inc.	Low $610K	$130M	206	15%
Synergy Investment Group, LLC	Very Low $260K	$53M	205	3%
Cornerstone Financial Planning, Inc.	Low $420K	$43M	101	11%
Moyer Wealth Management	Typical $750K	$75M	101	28%
Parker Financial LLC	Typical $890K	$270M	302	13%
Milinovich & Co., Inc.	Very Low $330K	$99M	301	10%
Carolina Financial Services Group, Inc.	Low $400K	$40M	100	0%
Seaside Wealth Advisors LLC	Very Low $250K	$100M	400	12%
Horowitz & Company, Inc.	Typical $680K	$140M	199	21%
Law & Associates Inc	High $1.1M	$320M	297	18%
Charleston Financial Advisors, LLC	High $1.3M	$250M	196	45%
Wealth For you Financial, LLC	Very Low $210K	$61M	292	5%
VCP Financial LLC	Very Low $290K	$110M	385	65%
First Financial Group	Typical $840K	$320M	378	24%
Brightside Wealth Planning, LLC	Low $450K	$84M	188	19%
Elm3 Financial Group, LLC	Typical $660K	$190M	282	23%
WealthPoint Advisors	Low $380K	$140M	375	8%
Horizons Wealth Management	Typical $880K	$250M	281	25%
Western Growers Financial Services, Inc.	Low $410K	$120M	281	9%
Korving & Company LLC	Low $490K	$140M	278	11%
Applewhite & Buys Financial Advisors	Typical $830K	$150M	185	30%
Joel Adams and Associates Inc.	High $990K	$270M	277	16%
Beacon Capital Advisory Group	High $1.2M	$220M	184	26%
Henderson Financial Group LLC	Low $380K	$110M	276	9%
Magnolia Financial Planning Services, Inc.	Typical $760K	$210M	276	32%
Integrity Capital Management	Low $500K	$180M	361	15%
Sound Financial Management, Inc.	Typical $740K	$130M	180	14%
Dreher Financial Partners	Typical $790K	$140M	178	20%
Private Wealth Management of North Carolina LLC	Low $550K	$150M	267	13%
Invested Advisors	Typical $830K	$220M	266	23%
SafeBridge LLC	Very High $2.3M	$210M	88	99%
WorthWhile Wealth Council	Low $420K	$74M	176	8%
MainStreet Financial Planning, Inc.	—	—	350	0%
Copperwood Financial	Low $450K	$120M	262	18%
Almega Wealth Management	Low $450K	$120M	261	14%
Davis Investment Partners, LLC	Very High $2.2M	$390M	174	48%
The Journeys Group, Inc.	Very Low $360K	$63M	174	0%
Crosswalk Investment Advisory, Inc.	Very Low $370K	$64M	171	9%
Scipio Financial LLC	Very Low $78K	$13M	171	0%
Emerald Asset Management, Inc.	Typical $720K	$120M	167	46%
Strategic Advisory Partners	Low $470K	$160M	333	22%
Clearview Financial	Low $620K	$100M	166	19%
HFG Capital	Very Low $79K	$13M	166	0%
Wealthway Financial Advisors	High $1.5M	$250M	166	49%
Wallick Investments, LLC	Low $500K	$120M	247	12%
Advanced Planning, Inc.	Very Low $300K	$49M	164	14%
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%
Goepper Burkhardt LLC	Very High $1.5M	$380M	243	58%
Hicks & Associates Wealth Management, LLC	Typical $740K	$120M	162	23%
Summit Investment Management, Ltd.	Low $520K	$84M	162	4%
Eastover Capital Management	High $1.3M	$330M	242	81%
Keel & Long Financial Management, LLC	Low $470K	$75M	161	14%
DRS Wealth Management	Low $460K	$74M	160	36%
Hutchins Canning & Company PA	High $990K	$78M	79	0%
Prudent Financial Planning	Very Low $220K	$17M	79	18%
IQVestment, LLC	Very Low $4.4K	$1M	235	0%
Virginia Investment Advisory, Inc.	Low $520K	$81M	156	16%
Oak Street Advisors	Typical $810K	$120M	155	26%
Capital Management LLC	High $1.5M	$350M	232	36%
Endurance Financial LLC	Low $450K	$35M	77	17%
Forest Capital	Typical $880K	$130M	152	44%
Lang Capital	Typical $700K	$110M	152	20%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Grand Central Investment Group, LLC	Typical $820K	$190M	227	32%
Milestone Wealth	High $970K	$220M	226	30%
4 Th River Financial Group, Inc.	Very Low $220K	$67M	301	7%
Keating Investment Counselors Inc	Very High $1.7M	$260M	150	57%
The Marin Group Inc.	Typical $800K	$120M	150	17%
Trusttree Financial LLC	Low $520K	$78M	150	33%
Integrative Planning, Inc.	Low $450K	$100M	224	16%
Farley Financial	Low $440K	$65M	149	0%
Copperleaf Capital, LLC	Typical $880K	$260M	297	33%
Altamont Capital Management	Very High $2.1M	$320M	148	28%
The Wealth Group, Ltd	High $1M	$160M	148	28%
Twin City Private Wealth, LLC	Low $520K	$150M	291	13%
Aventus Investment Advisors, Inc.	Typical $940K	$140M	145	39%
Legacy Investment Partners, LLC	Very High $1.8M	$390M	216	33%
Physicians Financial Services, Inc.	Very High $2.1M	$450M	216	44%
Piedmont Wealth Advisory	Very High $1.6M	$350M	215	48%
Muirfield Wealth Advisors LLC	Very High $1.8M	$260M	143	46%
Bull Bear Investment Management LLC	Low $470K	$67M	142	22%
Renaissance Wealth Management, LLC	Very Low $340K	$49M	142	5%
Purpose Comprehensive Wealth Management, LLC	Typical $910K	$130M	141	24%
The Financial Legacy Group	Typical $730K	$100M	141	44%
Third Eye Associates, Ltd	Very Low $0	$0	211	39%
Zermatt Wealth Partners	Typical $730K	$150M	209	41%
SJBenen Advisory, LLC	Very High $2.6M	$360M	139	35%
Crown Private Wealth, LLC	Low $450K	$62M	138	9%
Tarheel Advisors, LLC	Typical $890K	$120M	138	41%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Macaulay & Associates, LLC	Low $590K	$81M	137	24%
West Financial Strategies, Inc.	Typical $860K	$120M	137	34%
Beacon Associates Wealth Management, LLC	Low $500K	$100M	204	12%
Crossgen Wealth LLC	High $1.1M	$160M	136	15%
Audible Wealth Management	Very Low $150K	$39M	269	3%
Bowline Financial, LLC	Very Low $340K	$45M	133	8%
Advanta Wealth Management	High $970K	$64M	66	21%
Spartan Planning Group	Very High $1.8M	$360M	196	45%
MD Investment Advisors	Very Low $260K	$34M	130	4%
IA Network, LLC	Typical $740K	$190M	259	24%
Eagles Coast Wealth Management, LLC	Low $390K	$50M	129	9%
Jarrod Adams Investing, LLC	Low $650K	$84M	129	13%
Independent Wealth Advisors, LLC	Typical $760K	$190M	256	52%
Archer Investment Management	High $1.5M	$370M	254	28%
Peak Wealth Group LLC	Very Low $320K	$41M	127	7%
Maryland Capital Advisors, Inc.	Very High $2.6M	$490M	190	56%
Cairn Financial Group	Low $380K	$72M	189	11%
Executive Money Managers, Inc.	Low $410K	$100M	252	9%
Opulentia, LLC	Very Low $250K	$46M	188	13%
Together Planning	Typical $940K	$170M	187	30%
AIM Advisors, LLC	Typical $850K	$160M	186	30%
Royal Wealth Management	Very Low $260K	$32M	124	4%
Stravolo Wealth Management, LLC	Very Low $140K	$8.9M	62	0%
Kinwell LLC	Typical $760K	$94M	123	28%
Cunningham Wealth Management	Low $510K	$94M	184	10%
Cannon Beach Financial Advisors	Very High $1.7M	$210M	122	46%
Oak Financial Group Inc	High $1.4M	$170M	122	66%
Oak Wealth Advisors LLC	Very High $2M	$370M	182	63%
Provision Wealth Management, Inc	Low $400K	$96M	240	27%
Tassel Capital Management, Inc	High $990K	$240M	240	35%
Fortis Wealth Management	Low $380K	$68M	179	0%
Smith Partners Wealth Management, LLC	Very High $1.5M	$180M	118	52%
Thayer Financial, L.L.C.	Typical $870K	$100M	117	38%
Davis Capital Management	High $1.1M	$260M	232	70%
Disciplined Portfolio Solutions LLC	Very High $3.5M	$200M	58	57%
Lighthouse Financial, LLC	Typical $830K	$97M	116	36%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
Guelich Capital Management, LLC	High $950K	$110M	115	27%
AdvisorsTrust Partners LLC	High $1.4M	$230M	172	42%
EADS & Heald Wealth Management	High $980K	$220M	229	47%
Hicks Financial Partners, LLC	Very Low $310K	$35M	114	25%
Soaring Investment Management, LLC	Typical $660K	$110M	171	35%
Greenway Wealth Advisors, LLC	High $1M	$170M	170	27%
Arkagos Advisors & Asset Management, Inc.	Low $580K	$65M	112	50%
Campbell Asset Management, LLC	Typical $830K	$140M	168	31%
Schrum Private Wealth Management, LLC	High $1.1M	$180M	168	19%
Rivertree Wealth	Typical $860K	$140M	167	34%
Anderson Griggs Investments	Typical $790K	$130M	166	31%
Secure Wealth, Inc.	Low $600K	$130M	221	77%
Spark Financial Advisors	Typical $900K	$150M	164	27%
Calamita Wealth Management	High $1.2M	$130M	109	38%
Shamrock Financial Services	Very Low $240K	$27M	109	9%
Craftwork Capital LLC	Low $620K	$100M	163	18%
Lumina Wealth Management, LLC	High $990K	$160M	162	30%
Based Capital Wealth LLC	Low $400K	$43M	107	53%
Course Management Investment Advisors, LLC	Low $620K	$100M	160	19%
Blue Water Capital Management, LLC	High $1.5M	$160M	106	55%
Berg Faircloth Investment Advisors	Very Low $310K	$32M	105	8%
Totem Wealth Management LLC	Very Low $120K	$13M	105	0%
Valor Wealth Partners	Low $410K	$63M	156	29%
Rauch Advisory LLC	Very Low $290K	$44M	153	5%
Otto & Associates, Inc.	Very High $1.9M	$290M	152	50%
Cardinal Retirement Planning, Inc.	Typical $940K	$95M	101	26%
Crutchfield Advisors, Inc.	Low $540K	$55M	101	1%
Lakeshore Advisors	Typical $790K	$80M	101	79%
Armor Investment Advisors, LLC	Very High $1.8M	$350M	201	55%
Allison Investment Management, LLC	Very High $1.6M	$160M	100	78%
Pinafore Wealth Counsel Inc.	Very High $1.7M	$170M	100	49%
Telos Wealth Advisors	Typical $750K	$75M	100	35%
Ridgeline Wealth Advisors, LLC.	High $940K	$190M	199	36%
Heritage Advisors Group, Inc.	Low $580K	$86M	148	22%
Powell Wealth	Very High $2.3M	$230M	98	44%
Wolfbridge Wealth	Very High $1.8M	$89M	49	65%
MKT and Associates LLC	Very High $2.6M	$370M	146	41%
Cadence Wealth Partners, LLC	Low $450K	$43M	97	18%
Sledge and Company Wealth Advisors	Typical $940K	$180M	194	27%
Dominion Wealth Management, LLC	Low $420K	$60M	144	10%
MontVue Capital Management, Inc.	Very High $1.9M	$360M	192	45%
Evergreen Wealth Advisors	Low $520K	$74M	142	6%
Apogee Wealth Partners, LLC	High $950K	$89M	94	28%
Level Wealth Management LLC	Very High $2.5M	$240M	94	84%
Phase Line Capital, LLC	Very Low $340K	$48M	141	16%
Talisman Wealth Advisors, LLC	Very High $1.8M	$250M	141	48%
Timonier	Very High $2.2M	$410M	186	54%
Accruent Wealth Advisors	High $1.4M	$200M	138	54%
Prosperitage Wealth	Very Low $160K	$7.3M	46	11%
Shrier Associates, LLC	Low $450K	$62M	138	42%
Investor Advisory Group	Typical $930K	$170M	183	30%
BrightPath Wealth Advisors LLC	Low $380K	$70M	182	23%
Portus Wealth Advisors, LLC	High $1.5M	$200M	135	36%
Realm Investment Consulting LLC	High $990K	$89M	90	52%
Vista Investment Management, LLC	Very High $1.6M	$280M	180	43%
Cassia Capital Partners LLC	High $1.3M	$230M	178	46%
Tidal Creek Capital Advisors	Typical $700K	$120M	177	21%
Unconventional Investor, LLC	Very High $3.4M	$300M	88	58%
Counterweight Private Wealth	Very High $2.4M	$210M	87	66%
Frazier Financial Consultants, LLC	Very High $2.2M	$190M	87	64%
MK3 Wealth LLC	High $1.2M	$100M	85	34%
Southern Capital Management Corporation	Low $510K	$43M	85	12%
Stout Wealth Advisory Group, LLC	Very Low $260K	$32M	126	4%
Synergy FG	Very High $2.9M	$360M	126	66%
TRICAPITAL Wealth Management, Inc.	High $1M	$130M	125	40%
Dolan Capital Advisors, LLC	Very High $2.2M	$180M	83	53%
Lyon Wealth Advisors	High $1.1M	$140M	123	94%
Bryant & Brannock, LLC	Very Low $310K	$38M	122	0%
Minerva Planning Group	Very High $1.9M	$240M	122	57%
Lifestyle Freedom Advisory Group, LLC	Typical $780K	$130M	162	28%
The Wealth Conservatory	High $1.1M	$140M	121	48%
Guardian Rock Wealth Investment Management, Inc.	Low $570K	$46M	80	50%
Provident Wealth Management	Very Low $120K	$14M	120	2%
Mission Financial Planning, Inc.	Very Low $0	$0	117	65%
Fern Financial Group, LLC	Typical $680K	$53M	77	23%
Mollot & Hardy, Inc.	Typical $880K	$68M	77	13%
Passport Wealth Management	High $1.5M	$120M	77	40%
30-40 Wealth Partners	High $1.3M	$48M	38	61%
Tagstone Capital, Inc.	Very High $8.2M	$310M	38	100%
Centerpiece Wealth Advisor	Very High $1.8M	$140M	75	51%
Doxa Capital, LLC	Typical $930K	$70M	75	33%
Paradigm Money Management, LLC	—	—	150	0%
15 Equity	High $1.1M	$120M	112	54%
Eden Capital Management, LLC	Typical $850K	$95M	112	31%
Kingdom Capital Advisors, LLC	Very Low $330K	$24M	74	42%
ARIS Capital Strategies, LLC	Very Low $160K	$12M	73	7%
South Atlantic Capital Management Group, Inc.	High $980K	$72M	73	64%
Stone Legacy Capital LLC	Very Low $170K	$12M	73	3%
Reichard Capital, LLC	Very High $2.7M	$290M	109	68%
Clearview Wealth Management	High $1.3M	$180M	144	44%
Northstar Capital Advisors LLC	Typical $720K	$52M	72	44%
Brock Hill Wealth Management	High $1.2M	$87M	71	70%
Iron River Capital LLC	Low $640K	$91M	142	32%
Westhampton Capital	Very High $1.7M	$240M	142	26%
Tactical Investment Advisors, LLC	Very Low $310K	$33M	106	41%
Adolos Asset Management	Very High $5.3M	$190M	35	77%
Beacon Financial Strategies Corp.	Very High $2.1M	$300M	140	69%
Millennium Planning Group, LLC	Very Low $330K	$34M	105	8%
CayDen Wealth Management	Very Low $210K	$22M	104	9%
Nich Capital Partners, Inc.	Very High $2.1M	$150M	69	100%
Amphora Wealth Management, LLC	Very High $1.9M	$200M	103	74%
Five Mile River Investment Management, LLC	Typical $830K	$85M	103	100%
Integrated Wealthcare, LLC	High $1.4M	$190M	135	39%
EDK Advisory	Typical $770K	$25M	33	67%
Great Path Planning	Very High $2.5M	$160M	66	83%
TRG Capital Management, Inc.	Typical $720K	$96M	132	38%
Capital Endurance Group, Inc	Very High $1.7M	$110M	65	37%
Finwell, Inc.	Typical $730K	$94M	130	16%
ABW, LLC	Very Low $200K	$13M	64	9%
Semper Financial	Low $580K	$37M	64	6%
Colarion	Very High $1.7M	$160M	95	57%
Hanover Square Wealth Advisors LLC	High $1M	$99M	95	53%
Hollingsworth Avent Averre & Purvis, PA	Very High $1.8M	$170M	94	47%
Ironbridge Wealth Counsel, LLC	Very Low $0	$0	31	0%
Trillium Square Advisors LLC	Typical $710K	$43M	61	57%
Professional Wealth Management Services LLC	Very High $2.3M	$140M	60	32%
Shepherd Wealth Partners	Typical $840K	$75M	90	43%
Circa Capital, LLC	High $1.4M	$82M	59	27%
Respire Wealth Management, LLC	Very Low $140K	$8M	59	3%
Vision Capital & Management	Very High $2.3M	$140M	59	36%
Lewis Financial Management, LLC	Very High $3.8M	$340M	88	97%
Piedmont Capital Management, LLC	Very High $3.8M	$330M	88	65%
Brooks Financial Advisory Group, Inc.	Very Low $260K	$15M	58	10%
Broyhill Asset Management, LLC	High $1.1M	$100M	87	90%
Latitude Investment Group	Very Low $73K	$6.3M	87	0%
Red Reef Advisors LLC	High $1.4M	$120M	87	49%
Bloomwood	Low $530K	$15M	28	61%
Fryar Financial	Very Low $260K	$15M	56	4%
Liberated Investor Advisors, LLC	Very Low $160K	$9.1M	56	2%
Incline Investment Advisors, LLC	Typical $830K	$92M	110	51%
The Goodland Group	Low $650K	$71M	110	70%
Ark Royal Wealth Management LLC	Very High $1.9M	$160M	81	64%
Aspentree Capital Corporation	High $1.2M	$33M	27	96%
Fortitude Financial Planning LLC	High $1.1M	$60M	54	46%
Masters Tax and Financial Planning LLC	Low $590K	$32M	54	81%
Sterling Wealth Advisors, Inc.	Very High $2.8M	$220M	80	63%
Dean Dorton Wealth Management, LLC	High $1M	$81M	79	33%
Fiduciary Organization, LLC	Very Low $190K	$15M	79	1%
Gouws Capital LLC	Very High $4M	$210M	52	77%
Meddent Solutions	High $1.1M	$28M	26	100%
Inkwell Capital	High $1.5M	$74M	49	59%
Miner Wealth Management	Typical $770K	$37M	48	27%
Tackett Wealth Management, LLC	High $1.4M	$65M	48	60%
Moran Tice Capital Management LLC	Low $440K	$21M	47	100%
Arimathea	Typical $800K	$18M	23	0%
Buie Investment Advisors, LLC	High $1.1M	$50M	46	39%
Dorfman Value Investments LLC	Typical $700K	$32M	46	28%
Upstart Wealth Management, LLC	Very High $4.2M	$380M	91	67%
Legend Private Wealth, LLC	Very High $1.6M	$71M	45	67%
Life, Inc. Retirement Services	Very Low $210K	$19M	89	0%
Trio Wealth Management, LLC	Very High $1.6M	$130M	86	57%
Long Family Office	High $1.2M	$49M	42	26%
USA Asset Management, LLC	Typical $750K	$32M	42	67%
Axiom Private Wealth, LLC	High $1.4M	$59M	41	54%
Lexington Financial/Life Management, LLC	Very High $2.6M	$100M	41	54%
Sorfis Investments, LLC	Typical $860K	$35M	41	41%
Wake Wealth Management Co.	Very Low $210K	$13M	46	0%
Diamant Asset Management, Inc.	Very High $3.5M	$200M	59	100%
Theory Planning Partners	Low $560K	$33M	59	8%
Re Envision Wealth	High $1.1M	$87M	78	37%
Kris Lewicki & Associates, LLC	Very High $1.5M	$89M	58	36%
Hayden Harper Wealth Advisory, LLC	Very High $2M	$150M	76	45%
Nexus Capital Inc	Very Low $97K	$5.6M	57	0%
Spark Asset Management Group	Very Low $280K	$10M	37	38%
TARA Wealth	Very Low $370K	$13M	36	28%
Envest Advisors, LLC	Very Low $140K	$7.3M	53	2%
Pathfinder Planning LLC	Low $550K	$29M	53	11%
Tilly, Inc.	Very Low $0	$0	35	0%
Great Plans Capital Management, LLC	Very Low $220K	$7.5M	34	9%
Apricity Financial, LLC	High $1.4M	$94M	67	49%
Investors Mosaic	Very High $5.6M	$190M	33	79%
Inspired Financial Planners	Very High $2.2M	$71M	32	41%
The World Changers Investments, LLC	Very Low $300K	$9.6M	32	0%
7PW Wealth, LLC	Typical $830K	$39M	47	15%
Fierce Financial Group LLC	High $1.3M	$40M	31	42%
Grand Street Capital Management, L.L.C.	Very Low $230K	$7M	31	45%
Dyer & Company, L.L.C.	Very High $2.4M	$73M	30	50%
Elbert Financial Consulting, Inc.	—	—	30	60%
Sanctuary Financial Planning, LLC	Very High $2.3M	$100M	44	82%
Canopus Wealth Management	Very High $1.9M	$82M	42	12%
Cantata Wealth Management, LLC	Very High $3.2M	$85M	27	70%
DeLeon Wealth LLC	Low $420K	$11M	27	44%
District Capital Management, LLC	Typical $710K	$29M	40	33%
Shining Rock Advisors LLC	Very High $6M	$150M	25	92%
Cary Financial Planning, LLC	High $1.1M	$27M	24	46%
Sycamore Financial Planning, LLC	Very High $3.1M	$100M	34	9%
Ascendant Capital Research, Ltd.	High $1.4M	$30M	22	0%
Zulu Dreams Capital LLC	Very Low $340K	$7.5M	22	0%
HIP Investor, Inc.	Typical $690K	$21M	31	52%
Boundary Street Partners LP	Typical $900K	$18M	20	25%
RPO Wealth Partners LLC	Very Low $0	$0	20	80%
Wealthmind Financial Planning	Very High $1.5M	$15M	10	0%
Zak Investment Management Company, LLC	Very High $2.5M	$49M	20	50%
Belmont Private Wealth	Very High $6.6M	$190M	29	100%
Raymond Capital Advisors, LLC	Very High $1.6M	$29M	18	100%
TrustStone Wealth Partners, LLC	Typical $680K	$12M	18	33%
GT Investment Management, LLC	Very Low $160K	$5.5M	35	100%
Bolin Creek Wealth Advisors LLC	High $1.5M	$24M	16	63%
Sharper Image Financial Services, LLC	Very Low $130K	$1.8M	14	14%
Dunvegan Associates Inc	Very High $4.1M	$53M	13	100%
Vilga Financial Planning LLC	Very High $8.9M	$170M	19	100%
EQV Advisory, LLC	Very High $3.6M	$64M	18	61%
Fleetstar Financial	Very Low $180K	$1.1M	6	0%
Hammerhead Financial Strategies, LLC	Low $380K	$3.8M	10	100%
2pifinancial Corp.	Very Low $170K	$1.5M	9	33%
Storgate, LLC	Very High $14M	$86M	6	100%
Three Phases Wealth Advisors LLC	Very Low $0	$0	8	0%
Thomas Smith And Associates, Inc.	Very High $2.3M	$12M	5	100%
C2 Investment Group	—	—	6	0%
Linkside Financial LLC	Very High $2M	$10M	5	80%
Capital Financial Advisory Group, LLC	—	$0	—	—
Golden Pine Advisory, LLC	—	—	—	—
Hesmer Wealth Management LLC	—	—	—	—
Legacy Advisory Network, LLC	—	$0	—	—
Mauney-Pitt Financial Management, Inc.	—	—	—	—
Nortlov Advisory, LLC	—	$0	—	—
Solaris Strategic Wealth	—	—	—	—
YSB Wealth Management	—	—	—	—

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