AUM per client for Supported firms serving clients in Pennsylvania

Supported firms active in Pennsylvania 419 firms

Very Low $160K-$290K

Low $290K-$530K

Typical $530K-$880K

High $880K-$1.5M

Very High $1.5M-$2.4M

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

Median: $680K

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Firm	AUM/client	AUM	Clients	HNW client %
Bancroft Capital, LLC	—	—	—	—
Candlelight Financial Solutions	—	—	—	—
Deep Draft Consulting, LLC	—	$0	—	—
Elder Law Management, Elder Law Planning Services	—	—	—	—
Exemplar Wealth Advisors, LLC	—	$0	—	—
Firstrust Financial Advisors	—	—	—	—
Hyco River Investments, Incorporated	—	—	—	—
Irus Advisory Corporation	—	—	—	—
Katsutoshi Capital Management, LLC	—	—	—	—
Legacy Advisory Group, Inc.	—	$380K	—	—
Livelhood LLC	—	—	—	—
Peteralexander	—	$0	—	—
Rational Capital Advisors LLC	—	$2.6M	—	—
Reliance Financial Advisors	—	$0	—	—
The Investment Lab, LLC	—	$70K	—	—
True Path Financial LLC	—	—	—	—
YSB Wealth Management	—	—	—	—
Brogan Asset Management, LLC	Low $500K	$500K	1	0%
Suncoast Capital Management	High $1M	$1M	1	100%
Ziv Investment Company	High $1.2M	$1.2M	1	100%
Anthony Petsis & Associates Inc.	—	—	5	0%
Hill and Labarre Wealth Management	Very Low $42K	$250K	6	0%
Luna Partners	Very Low $79K	$630K	8	0%
Paoli Financial Advisors, Ltd.	Typical $580K	$5.2M	9	100%
Astra Prime Wealth Management	Very High $3.9M	$55M	14	57%
1st Financial Investment, Inc.	Very Low $49K	$780K	16	25%
BTG Capital LLC	Very Low $190K	$2.4M	13	23%
Glenayr Family Advisors LLC	—	—	14	0%
Venture Financial Advisors, LLC	Very Low $150K	$2.1M	14	36%
Optimus Wealth Management Group, Inc.	—	—	15	0%
Templeton Financial Planning	High $890K	$13M	15	0%
Byerly Investment Management Inc.	Low $370K	$6.4M	17	0%
Collaborative Capital Advisors LLC	Very High $23M	$380M	17	100%
Cunningham Investment Management, LLC	Low $420K	$11M	26	62%
1015 Capital Partners, LLC	Very High $8.2M	$150M	18	100%
Goydas Capital Investment Management, LLC	High $990K	$19M	19	53%
Raskin Global Inc.	Low $490K	$18M	38	21%
Prime Solutions Financial Services Corp.	Low $490K	$14M	29	0%
Goshen Capital LLC	High $1.2M	$24M	20	35%
Third Sigma Investment Advisors LLC	High $1.1M	$45M	42	69%
Pendragon Capital Management, Inc.	High $1M	$44M	43	42%
Bruce A.. Kraig Associates	High $1.3M	$32M	24	0%
Chestnut Investment Advisory	High $1.4M	$17M	12	42%
The Financial Advisory Group	—	—	49	0%
Lakewood Financial Group, LLC	Very High $2.2M	$81M	37	65%
Poxono Capital	Low $360K	$18M	50	64%
Cooney Financial Advisors Inc	Typical $540K	$14M	26	4%
Pflueger Wealth	Very High $3M	$100M	34	77%
Megaannum Capital, LLC	Very Low $210K	$5.8M	28	18%
Stone Fortress Wealth Strategies	Very High $2M	$56M	28	100%
Steel Tower Investments	Very High $5M	$220M	44	41%
VAM Group, LLC	High $1M	$30M	30	23%
Ethos Private Wealth	High $950K	$44M	46	37%
Omsai Com LLC	Very Low $58K	$930K	16	0%
Grey Owl Capital Management, LLC	High $1.4M	$48M	33	67%
Krempa Associates Inc.	Very High $1.5M	$75M	50	0%
Arnold Investment Group	Very High $2.3M	$78M	34	71%
The J.O.. Johnson Group Inc.	Typical $670K	$23M	34	21%
Centurion Counsel Inc	High $1.1M	$57M	52	0%
Vital Capital LLC	High $940K	$66M	71	21%
Axion Financial Group LLC	High $1.3M	$47M	36	83%
Orion Financial Advisors	Very Low $280K	$15M	54	0%
Sapient Investments LLC	Very High $1.8M	$64M	36	100%
Dillon Capital Management	High $1.2M	$67M	56	34%
Black Arrow Capital LLC	High $1M	$38M	38	32%
Popa Financial Services, Inc.	Very Low $290K	$11M	38	0%
Wealthwise Advisors	Low $410K	$16M	38	18%
Bowen Asset Management LLC	Low $430K	$17M	39	18%
ETCH Financial	Very Low $180K	$7.1M	39	23%
IWR Advisors	High $1.3M	$50M	39	59%
S & A Financial Strategies & Services, LLC	Low $420K	$16M	39	0%
World Capital Advisors, LLC	High $1.3M	$50M	39	72%
Innovative Wealth Management	Very Low $96K	$7.5M	79	6%
Defiant Capital Group	High $940K	$38M	40	63%
Epic Wealth Management LLC	Very Low $170K	$13M	80	0%
CSG Financial	Very Low $250K	$16M	62	6%
Bokeh Capital Partners LLC	Typical $630K	$13M	21	57%
Securities Brokerage Services	Low $390K	$16M	42	10%
Atmos Advisory, LLC	Very High $2M	$170M	85	49%
Elite Life Management LLC	Very High $1.7M	$150M	86	17%
SeedSafe Financial LLC	High $1.5M	$130M	86	56%
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%
Park Lane Financial Group LLC	Very Low $200K	$8.8M	45	11%
Ubequity Wealth Management, LLC	High $1.1M	$50M	45	38%
DuCharme Wealth Advisors, LLC	Low $330K	$15M	46	17%
Innovate Wealth	Very High $2M	$90M	46	35%
Muntz Financial, LLC	High $1.2M	$110M	93	34%
Cubic Advisors, LLC	High $950K	$47M	49	43%
Emancipare Investment Advisors	Very Low $0	$0	49	0%
Apricus Wealth LLC	Very High $3.4M	$340M	100	79%
The Astorino Financial Group, Inc.	—	—	50	0%
Auerbach Investment Services, LLC	Very High $2.5M	$130M	51	67%
Stone Securities Inc.	Typical $700K	$72M	102	10%
Financial Dimensions, LLC	Low $290K	$30M	104	3%
Meddent Solutions	High $1.1M	$28M	26	100%
Evident Financial	High $1.4M	$110M	79	39%
Gallatin Financial Advisors, LLC	Typical $600K	$48M	79	82%
Sankala Group LLC	High $1.3M	$140M	107	46%
Fortitude Financial Planning LLC	High $1.1M	$60M	54	46%
Setarcos Wealth Advisors LLC	Very High $2.1M	$110M	54	74%
Gwynedd Wealth Partners, LLC	Low $460K	$26M	55	49%
Nav Wealth Partners	Typical $690K	$38M	55	13%
Hutchison Whitehead Wealth Management	Typical $810K	$90M	112	31%
I.M.S. Wealth Management, LLC	Typical $680K	$38M	56	14%
Providers & Families Wealth Management	Very Low $140K	$7.7M	56	2%
Webster Street Investment Advisors LLC	Very High $1.9M	$110M	56	71%
Brooklyn Plans LLC	Very Low $240K	$20M	85	5%
DeWitt Capital Management	High $1.4M	$120M	85	27%
LMPG Wealth Advisors, LLC	Very High $2.3M	$130M	57	75%
Strategic Financial	Very Low $0	$0	86	80%
Harmony Road Advisors	Low $530K	$31M	58	14%
Barnstone Advisors LLC	Very High $2.5M	$220M	90	37%
Impact Advisors Group	Typical $780K	$71M	90	23%
Meridian Asset Management, LLC	Typical $840K	$50M	60	37%
Montchanin Asset Management, LLC	Very High $2M	$120M	60	53%
Reppond Investments, Inc.	Low $490K	$44M	90	18%
Roche Asset Management, LLC	Very Low $240K	$15M	60	0%
Waypoint Financial, LLC	Typical $610K	$37M	60	17%
LiftPoint Family Wealth Advisors, LLC	Very High $3M	$180M	61	74%
Watkinson Capital Advisors LLC	High $1.4M	$120M	92	40%
Atlas Wealth Management, LLC	Typical $710K	$66M	93	10%
Brennan Capital Management LLC	Typical $650K	$40M	62	23%
Aventura Capital Management, LLC	Low $380K	$48M	126	10%
Century Business & Financial Services	Very Low $220K	$14M	63	11%
Malvern Capital Management	Very High $1.7M	$220M	126	49%
Bergamot Asset Management LP	Typical $760K	$72M	95	49%
Aeternitas Investment Management, LLC	Very High $2.6M	$170M	64	70%
Plan First Wealth LLC	High $1.5M	$140M	96	67%
Provident Wealth Management Inc	Very Low $250K	$16M	64	3%
Argyle Capital Management, LLC	Very High $5.5M	$360M	65	72%
Maguire Investments LLC	Very High $1.7M	$220M	130	44%
The Private Client Advisory Group, LLC	Low $450K	$58M	130	11%
Venn Wealth & Benefit Services, LLC	Very Low $210K	$28M	130	0%
TRG Capital Management, Inc.	Typical $720K	$96M	132	38%
Taconic Advisors	Very High $1.9M	$250M	133	80%
M Financial Planning Services, Inc	—	—	100	0%
Envest Asset Management, LLC	Typical $680K	$46M	67	19%
Integrated Planning & Wealth Management, LLC	Typical $780K	$110M	136	24%
Mc2 Financial Advisers, Inc.	High $970K	$66M	68	41%
Amphora Wealth Management, LLC	Very High $1.9M	$200M	103	74%
Retire Pittsburgh Management LLC	Typical $610K	$63M	104	83%
Cultivating Wealth	High $1.2M	$210M	175	37%
KeyVantage Wealth Advisors	Very High $2.4M	$340M	143	43%
Red Spruce Capital, LLC	Very High $1.8M	$260M	143	45%
Life Stewardship Advisors	Very Low $230K	$17M	73	0%
Wissahickon Wealth Management LLC	Typical $550K	$61M	110	16%
Falco Wealth Management	Low $430K	$32M	74	11%
Kingdom Capital Advisors, LLC	Low $330K	$24M	74	42%
Northwest Criterion Asset Management, L.L.C.	Typical $750K	$56M	74	42%
Omicron Advisors, LLC	Very High $2M	$150M	74	39%
Paradigm Money Management, LLC	—	—	150	0%
Financial Freedom	Very High $3.9M	$440M	114	84%
Abridge Partners, LLC	High $1.1M	$120M	116	100%
MacDougall Financial Counseling	Very High $3.5M	$400M	116	63%
Mission Financial Planning, Inc.	Very Low $0	$0	117	65%
The Aranda Group Advisors, LLC	Very High $1.5M	$230M	156	27%
VaMa Oak Wealth, LLC	Typical $780K	$91M	117	31%
Zizzi Investments	Typical $580K	$45M	78	27%
APM Wealth	Typical $600K	$47M	79	27%
Bullogic Wealth Management	Very Low $190K	$15M	79	0%
JMH Wealth Management, LLC	Very High $1.6M	$120M	79	41%
Ridgewood Capital Management	Low $490K	$39M	80	18%
Stillwater Private Wealth	High $1.1M	$170M	160	31%
Limerick Financial Group, LLC	Typical $790K	$64M	81	21%
Proper Financial, LLC	Typical $530K	$65M	122	18%
Investment Advisor Group	Typical $660K	$81M	123	8%
Legacy Advisory Services, LLC	High $1.3M	$160M	123	39%
Saddle River Capital Management, LLC	Very Low $210K	$17M	82	0%
Wealthcare Solutions, LLC	Typical $630K	$52M	83	18%
Foundation Wealth Management, LLC	Very High $2.4M	$410M	167	76%
Keller Financial Group	Very High $1.6M	$130M	84	29%
Stout Wealth Advisory Group, LLC	Very Low $260K	$32M	126	4%
Chestnut Street Investment Counsel, LLC	High $1.4M	$120M	85	25%
Integrity Investment Advisors, LLC	Low $370K	$63M	170	6%
Modern Wealth LLC	Very Low $290K	$25M	85	0%
Persimmon Capital Management	Very High $3.4M	$290M	85	42%
Ridgewood Investments	Very High $1.7M	$290M	170	33%
Retirement Systems LLC	Very Low $220K	$37M	172	0%
Your Planning Partner LLC	High $1.1M	$91M	86	19%
Oak Tree Investment Advisors	High $1.3M	$170M	130	13%
Chesapeake Capital Management, LLC	Very Low $190K	$33M	176	26%
Compass Investments LLC	Low $530K	$93M	176	15%
Magnolia Private Wealth, LLC	Very High $1.5M	$270M	176	49%
Sound Wealth LLC	Typical $650K	$29M	44	23%
Aventine Financial Group	High $1.1M	$150M	133	42%
RockCrest Financial LLC	Low $330K	$44M	133	19%
Alexis Advisors	Typical $670K	$60M	89	15%
Sensenig Capital Advisors, Inc.	Very High $1.5M	$200M	134	46%
46 Peaks Investment Advisory Group	Very High $2M	$270M	135	67%
Gen Y Planning	Typical $600K	$54M	90	12%
Vista Investment Management, LLC	Very High $1.6M	$280M	180	43%
Ethos Capital Management, Inc.	Typical $860K	$160M	181	53%
Obrien Greene & Co Inc	Very High $2.4M	$330M	136	65%
Aspire Wealth Architects	Very High $2.1M	$290M	137	39%
Wyze Wealth Advisors, LLC	Very High $1.9M	$260M	138	72%
Robbins Wealth Management	Very High $1.7M	$240M	139	44%
Lighthouse Wealth Management, LLC	Very High $2.7M	$250M	93	61%
Northeast Advisory Group, LLC	Low $430K	$40M	93	11%
Lynch Investment Planning, LLC	High $1M	$140M	140	33%
Northeastern Financial Consultants, Inc.	Typical $760K	$72M	95	34%
RMAS, Inc.	Typical $760K	$72M	95	36%
MOR Wealth Management, LLC	Very High $2.7M	$390M	143	60%
Arsenal Capital Advisors LLC	Very High $2.7M	$270M	97	100%
Direct Financial Care	Very High $2.3M	$220M	97	71%
Nia Impact Capital	Very High $1.7M	$260M	147	52%
Valley Brook Capital Group	High $960K	$190M	196	30%
RCPlanners	Typical $540K	$81M	148	12%
Crossover Capital	Very High $1.8M	$180M	99	65%
Santori & Peters	Very High $2.1M	$430M	199	36%
Viable	Typical $810K	$160M	199	25%
Creative Capital Wealth Management Group	Very Low $180K	$35M	200	35%
Newbridge Wealth Management	High $1.5M	$220M	150	90%
Prepared Retirement Institute LLC	High $1.2M	$290M	252	32%
Larimer Capital Corporation	Very High $1.7M	$170M	101	45%
Stone Pine Financial Partners	High $1.3M	$260M	202	51%
Walsky Investment Management Inc	High $1.2M	$120M	101	40%
McDowell Associates Investments, LP	Very Low $120K	$18M	152	8%
Donald W. Nicholson & Associates Ltd	High $1.1M	$170M	156	32%
Five Rivers Financial Advisors, LLC	Low $530K	$55M	104	20%
Buffalo Valley Wealth Plus	Low $400K	$83M	209	14%
Addis & Hill, Incorporated	Very High $1.6M	$250M	159	46%
North River Wealth Advisors	Typical $620K	$66M	106	31%
RWM Asset Management, LLC	Very Low $170K	$35M	213	4%
Sigma Financial, Inc.	—	—	160	99%
Yanni & Associates Investment Advisors, LLC	Very High $1.6M	$170M	107	43%
River's Edge	Typical $700K	$150M	217	26%
Bannerman Wealth	High $1.1M	$170M	163	39%
Craftwork Capital LLC	Typical $620K	$100M	163	18%
Equitta Advisors LLC	Typical $820K	$90M	109	36%
Vericrest Private Wealth, LLC	High $1.2M	$130M	109	34%
Spark Financial Advisors	High $900K	$150M	164	27%
Coastal Wealth Advisors, LLC	Typical $850K	$94M	110	24%
Cross Border Financial Planning USA LLC	High $880K	$150M	165	38%
Trinity Wealth Management, LLC	High $1.4M	$310M	220	52%
Walls Investment Management Company	Low $460K	$51M	110	0%
Randall & Associates Wealth Management	High $1M	$170M	166	28%
Herr Capital Management LLC	Typical $650K	$72M	112	32%
Riverchase Wealth Management, LLC	Very High $1.5M	$250M	169	54%
Yardley Wealth Management LLC	High $1.4M	$230M	169	54%
Alvin Clay Financial Advisors, LLC	High $970K	$170M	172	28%
Eamon Capital Management, LLC	Very Low $250K	$14M	58	34%
Kailasa Capital Management LLC	Very High $2.1M	$240M	116	38%
Quorus Inc.	Typical $830K	$140M	174	75%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
Mighty Oak Strong America Investment Company	Very High $2.3M	$390M	175	50%
CGI Wealth Advisors, Inc.	High $1M	$120M	118	30%
Hartley Advisors Corp.	High $900K	$110M	118	31%
Rockford Financial Planning	Typical $610K	$72M	118	25%
McKinley Financial	Low $480K	$110M	237	27%
Fortis Wealth Management	Low $380K	$68M	179	0%
360 Ira	—	—	180	0%
Great Oak Wealth Management, Inc	Typical $830K	$99M	120	27%
Healthview Asset Management, Inc.	Typical $580K	$100M	180	22%
Main Line Group Wealth Management, LLC	Very High $1.9M	$110M	60	68%
Moralis Technologies, LLC	High $1.1M	$67M	60	30%
Sullivan Financial, LLC	Typical $770K	$93M	121	23%
Hyperion Financial	Low $490K	$90M	182	11%
Crossgate Wealth Advisors, LLC	Very High $1.5M	$270M	183	38%
G. Earl Mowrey & Co., L.L.C.	Low $300K	$36M	122	5%
Matune Basile Advisors	High $1.3M	$320M	245	31%
Odyssey Group Wealth Advisors	Very High $1.7M	$410M	245	41%
Pacific Landfall	Very Low $110K	$14M	123	2%
Old Security Group	Typical $750K	$47M	62	10%
Scarsdale Investment Group, Ltd.	—	—	124	81%
Tufton Capital Management, LLC	Very High $1.7M	$430M	248	69%
Odyssey Capital Advisors Inc.	Typical $690K	$170M	252	19%
Schuylkill Financial, LLC	High $980K	$120M	126	39%
U.S. Private Wealth, LLC	High $1.1M	$200M	189	33%
Wills Financial Group, LLC	Very High $1.5M	$380M	254	35%
Markle Financial LLC	Low $520K	$130M	257	18%
Jarrod Adams Investing, LLC	Typical $650K	$84M	129	13%
Silvestri Financial and Tax Advisors, Inc	Low $360K	$46M	129	4%
N1 Advisors	Very High $2M	$380M	194	54%
Eagle Investment Advisors	High $1.4M	$190M	132	0%
The Investment Connection LLC	Typical $820K	$110M	132	35%
Kohlhepp Investment Advisors, Ltd.	High $1M	$200M	201	15%
NFI, LLC	Low $450K	$60M	134	10%
Audible Wealth Management	Very Low $150K	$39M	269	3%
Braun-Bostich & Associates Inc.	High $910K	$240M	269	33%
Haddonfield Financial Planning LLC	Typical $650K	$130M	203	34%
Kapusta Financial Group	High $970K	$200M	205	32%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
J. Benjamin Financial, LLC	Very Low $280K	$38M	138	3%
Aspire Financial, Inc.	Very Low $140K	$29M	208	2%
Kagan Coccoza Asset Management	High $1.2M	$170M	139	37%
Gurniak Financial Advisors, Inc.	High $980K	$69M	70	26%
Third Eye Associates, Ltd	Very Low $0	$0	211	39%
Chartered Advisory Group	Low $450K	$130M	283	7%
Cedar Spring Advisors, LLC	Typical $590K	$170M	284	19%
Renaissance Wealth Management, LLC	Low $340K	$49M	142	5%
Stewardship Partners Investment Counsel, Inc.	Low $490K	$70M	142	8%
ILG Private Wealth, Inc.	Typical $580K	$83M	143	10%
Legend Financial Advisors Inc	Very High $1.8M	$380M	215	54%
Nolan Capital Advisors LLC	Very Low $220K	$31M	145	5%
Sovereign Financial Services, LLC	Typical $640K	$92M	145	21%
High Point Wealth Management, LLC	High $1.3M	$190M	146	29%
Harvest Financial Partners	High $950K	$140M	147	33%
NexWealth LLC	Typical $740K	$110M	147	14%
Avantra Family Wealth, Inc.	High $990K	$220M	223	29%
Holos Integrated Wealth	High $1M	$230M	225	36%
4 Th River Financial Group, Inc.	Very Low $220K	$67M	301	7%
Beacon Light Wealth Management	Very Low $260K	$39M	151	7%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Guidance Wealth Advisors LLC	Low $390K	$59M	153	16%
Leonard Advisory Group LLC	Low $420K	$96M	230	13%
Meschel Wealth Management LLC	Typical $610K	$95M	155	19%
Main Line Retirement Advisors, LLC	Very High $1.6M	$250M	158	38%
Qualified Planning	Very Low $280K	$45M	159	0%
Guardian Capital, LLC	Typical $530K	$130M	240	13%
CWM Advisory, LLC	Low $420K	$100M	243	14%
Networth Asset Management, Inc.	Low $420K	$100M	245	18%
PTM Wealth Management, LLC	Very High $1.9M	$310M	164	69%
Wagner Wealth Management, Corp.	Typical $540K	$130M	246	15%
Wellington Adams Investment Advisory, LLC	Very Low $210K	$68M	328	17%
Rowley Financial	Typical $590K	$98M	166	18%
Vermillion & White Wealth Management Group	Typical $620K	$210M	334	24%
ECON Wealth Management	Typical $680K	$230M	337	14%
MB, Levis & Associates, LLC	Very High $2.4M	$400M	170	46%
Opulus	Low $520K	$88M	170	19%
Storehouse Investments LLC	Very Low $180K	$31M	170	2%
Crosswalk Investment Advisory, Inc.	Low $370K	$64M	171	9%
Ithax Financial LLC	Very Low $160K	$28M	171	3%
Winthrop Partners - EPA, LLC	Low $460K	$79M	172	10%
Flagship Capital Management Inc	High $1.2M	$200M	173	36%
Erickson Financial Group, LLC	Typical $750K	$200M	260	34%
Englebert Financial Advisers, LLC	Low $440K	$120M	264	11%
MF Advisers, Inc.	Very Low $200K	$35M	177	2%
Invested Advisors	Typical $830K	$220M	266	23%
Cooper Eagle, LLC	Very Low $250K	$46M	179	7%
Archetype Advisors, LLC	High $950K	$260M	275	38%
Total Financial Management, LLC	Low $490K	$90M	184	12%
TLC Group Investment Advisors, LLC	Typical $600K	$110M	186	15%
Successful Wealth Strategies, LLC	Very Low $270K	$51M	187	16%
WealthPoint Advisors	Low $380K	$140M	375	8%
Brightside Wealth Planning, LLC	Low $450K	$84M	188	19%
Hippocratic Financial Advisors	Typical $600K	$230M	382	16%
Centauri Advisory Group, Inc.	Very Low $200K	$76M	383	10%
ONE-UP Financial	High $1.1M	$110M	96	39%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Safe Harbor Retirement Planners	Low $370K	$110M	290	14%
Gem-Young Wealth Advisors, LLC	Low $380K	$110M	291	4%
WMS Wealth Planners	High $1M	$300M	292	27%
Alere Planning LLC	High $1M	$200M	195	33%
Bull Street Advisors	Very High $2.3M	$220M	98	59%
Lancaster County Financial Group, LLC	Low $350K	$69M	198	9%
Law & Associates Inc	High $1.1M	$320M	297	18%
Winthrop Partners - WNY, LLC	Typical $620K	$190M	299	15%
Seaside Wealth Advisors LLC	Very Low $250K	$100M	400	12%
Milinovich & Co., Inc.	Low $330K	$99M	301	10%
Pegasus Management Services L.L.C.	Very Low $190K	$39M	201	5%
Moyer Wealth Management	Typical $750K	$75M	101	28%
Bishop & Company Investment Management, LLC	Very High $2M	$410M	204	51%
Synergy Investment Group, LLC	Very Low $260K	$53M	205	3%
Bouvel Investment Partners, LLC	Very High $1.8M	$370M	206	47%
Brandywine Financial Group, Inc.	Typical $640K	$130M	208	26%
Winthrop Partners - WPA, LLC	Low $420K	$44M	104	8%
Borer Denton & Associates, Inc.	Very High $1.6M	$340M	209	65%
Oxford Chase Advisors LLC	Very Low $280K	$90M	320	14%
Main Advisory, Inc.	Typical $720K	$150M	214	14%
Shepherd Wealth Management	Low $380K	$160M	430	10%
Eastwind Capital Wealth Management	Very Low $280K	$92M	323	5%
Main Street Advisors, LLC	Typical $730K	$80M	109	16%
Actify Investor Retirements, LLC	Very Low $27K	$5.8M	220	0%
Godshalk Welsh Capital Management, Inc.	Very High $2.6M	$280M	110	65%
Myers Capital Management, Inc	Very Low $4.5K	$500K	110	14%
Duke and Duke Wealth Management LLC	Very Low $230K	$76M	331	0%
MFA Wealth Services	High $1.3M	$290M	224	4%
Lavish Financial Planning	Very Low $160K	$35M	225	47%
Carnegie Wealth Management, LLC	Very High $1.5M	$340M	226	41%
Roland Financial Wealth Management LLC	Very Low $200K	$69M	341	1%
The Mustico Financial Group, Inc.	Typical $680K	$310M	460	15%
Concorde Financial Resources	High $980K	$230M	231	32%
Coy Capital Management	Low $350K	$41M	116	41%
Financial Planning Advisors Inc.	Low $450K	$100M	232	43%
River Wealth Management LLC	Low $360K	$83M	232	20%
Asset Strategy Retirement Plan Consultants, LLC	Low $470K	$110M	237	11%
Flax Pond Capital, LLC	Very High $1.9M	$220M	119	46%
Mccann Wealth Strategies,Inc.	Very Low $220K	$26M	119	7%
Northstar Advisory Group, LLC	High $1M	$360M	361	31%
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%
Hershey Financial Advisers, LLC	Low $300K	$150M	499	5%
Berkshire Advisors, Inc.	Low $370K	$93M	250	6%
Connolly Financial Advisors, Inc.	Typical $750K	$93M	125	37%
Digital Asset Investment Management	Low $310K	$80M	255	9%
Rice Wealth Management Group, Inc.	Typical $700K	$91M	130	20%
Atlas Financial Advisors, Inc.	Very Low $180K	$47M	266	6%
Trendscast Financial LLC	Very Low $94K	$25M	267	4%
Financial Advisors Consortium, Inc.	Typical $540K	$73M	134	16%
Prometheus Capital Management Corp.	High $1.5M	$400M	268	66%
WealthFD	Very Low $190K	$78M	406	3%
Pearl Wealth Group	Low $380K	$100M	273	8%
AMFG Wealth Management LLC	Very Low $98K	$53M	547	2%
JMS Capital Group Wealth Services, LLC	Low $320K	$130M	415	36%
Bowman Wealth Management Group	Low $320K	$89M	277	7%
Mediate Financial Investment Advisory Services, LLC	Very Low $220K	$94M	417	10%
Snavely Associates Financial Services	Typical $650K	$180M	279	19%
Elm Capital Management LLC	Very Low $240K	$130M	564	5%
Avail Investment Partners, LLC	High $1.3M	$180M	143	40%
Financial Advisory Services, LLC	Typical $850K	$240M	286	25%
Terra Wealth	Very Low $260K	$150M	572	8%
Prosperity Advisers, LLC	High $1.3M	$380M	289	41%
VCM Wealth	Low $360K	$100M	291	51%
TruNorth Financial Services, Inc.	Typical $690K	$300M	439	20%
Semus Wealth Partners, LLC	Very High $1.8M	$260M	147	35%
Atlas Wealth Partners LLC	Typical $720K	$210M	297	23%
Bradley Advisory	Very Low $240K	$72M	298	6%
Metanoia Financial, LLC	High $920K	$140M	151	25%
Grandview Asset Management LLC	Typical $680K	$410M	606	5%
Redwood Financial Planning, LLC	Typical $620K	$390M	621	5%
Diccianni Financial Group, Inc.	Low $390K	$120M	316	14%
Oars Capital	Very High $2.5M	$400M	158	41%
Advice & Planning Services LLC	Typical $590K	$190M	319	14%
Mangolds Investment Advisors Inc.	Very Low $120K	$59M	493	7%
Omniwealth Investments LLC	Very Low $260K	$44M	167	4%
Investment Management & Planning LLC	Low $470K	$230M	503	62%
First Financial Advisory Services Inc	Typical $540K	$280M	516	15%
Morgan Financial Incorporated	Low $330K	$61M	186	9%
Taylor Securities Services, Inc.	Low $300K	$230M	765	5%
Auspicious Financial Planning, LLC	High $1.4M	$280M	193	44%
MFG Private Wealth	Very Low $160K	$120M	777	17%
Ata Management Strategies Inc	Low $310K	$130M	405	9%
Brixton Capital Wealth Advisors, LLC	Very Low $260K	$210M	819	25%
Christine Messmer, P.C.	High $1.2M	$240M	206	3%
Borabond, LLC	Very Low $400	$83K	207	0%
Federal Prep	Very Low $130K	$80M	637	0%
HFM INVESTMENT ADVISORS, Inc.	Very High $2.2M	$480M	218	58%
Trident Advisors Inc	Low $520K	$120M	224	13%
Capital Wealth Investments	High $900K	$420M	469	23%
Pinnacle Strategic Wealth Management, LLC	Low $290K	$150M	501	100%
Nestlerode & Loy, Inc.	Typical $700K	$180M	262	18%
Rockdale Financial Services, Inc.	Very Low $220K	$59M	262	9%
Rolek Retirement Planning	High $910K	$240M	262	51%
Boyd Capital	Very Low $200K	$110M	532	4%
CMG Capital Management Group, Inc.	Low $440K	$240M	536	12%
Its Asset Management, L.P.	Low $420K	$250M	586	3%
Foundation Capital Management, LLC	Low $400K	$230M	589	16%
Tower Wealth Partners	Low $480K	$440M	920	16%
Sector Analysts LLC	Low $350K	$240M	677	17%
Kissling Financial Services, LLC	Very Low $220K	$150M	689	10%
Schenley Capital, Inc	Very Low $200K	$71M	355	6%
Costello Asset Management, Inc.	High $970K	$350M	356	23%
Pento Portfolio Strategies, LLC	Very Low $270K	$240M	874	88%
Lange Financial Group, LLC	—	—	462	0%
Chapel Hill Investment Analysts Inc	Low $310K	$440M	1,411	0%
Chiron Capital Management, LLC	Very Low $250K	$230M	896	28%

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