AUM per client for Supported firms serving clients in Texas

Supported firms active in Texas 3,537 firms

Very Low $160K-$410K

Low $410K-$690K

Typical $690K-$1.1M

High $1.1M-$1.7M

Very High $1.7M-$3.4M

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

Median: $850K

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Firm	AUM/client	AUM	Clients	HNW client %
Silo Financial LLC	—	—	1,861	0%
Chiron Capital Management, LLC	Very Low $250K	$230M	896	28%
Plan Confidence Corporation	—	—	859	0%
Sierra Asset Management	Low $470K	$400M	849	13%
Preston Investments	Very Low $78K	$200M	2,526	1%
Tucker Financial Group	Very Low $130K	$320M	2,429	3%
Four Seasons Investment Advisors, Inc.	Very Low $160K	$100M	655	4%
Diversified Resources, LLC	Low $410K	$260M	640	20%
Meixler Investment Management, Ltd.	Very Low $400K	$220M	561	7%
Jackson Financial Services, LLC	Typical $900K	$500M	551	32%
Bradford Financial Services Corp	Low $460K	$250M	549	0%
Wealth Management Corporation	Very Low $150K	$240M	1,641	2%
Pacifica Partners Capital Management	Low $430K	$240M	544	26%
Catalyst Financial NW Corporation	Very Low $200K	$210M	1,054	15%
Superior Planning Wealth Management & Family Office	Low $680K	$340M	509	15%
Kramer Investment Services, LLC	Very Low $120K	$63M	507	0%
Hardin Capital Partners, LLC	Typical $860K	$430M	504	19%
Oliveira Wealth	Very Low $270K	$270M	988	15%
Redwood Coast Financial Partners	Very Low $150K	$150M	987	0%
Renaud & Company, LLC	Very Low $220K	$210M	953	4%
Lange Financial Group, LLC	—	—	462	0%
Unifimoney RIA	Very Low $680	$310K	460	0%
Brighton Wealth Management, Inc.	Very Low $290K	$130M	446	75%
Private Wealth Advisors	Low $490K	$440M	890	10%
Elite Financial, Inc.	Low $620K	$270M	439	17%
Pento Portfolio Strategies, LLC	Very Low $270K	$240M	874	88%
Wealth Solutions, Inc.	Very Low $120K	$54M	431	0%
Toomey Investment Management, Inc	Very Low $240K	$310M	1,291	6%
MFP Financial Services, LLC	Very Low $280K	$360M	1,284	13%
Polaris Financial, LLC	Very Low $81K	$69M	852	0%
Ring Mountain Capital, LLC	Low $520K	$220M	426	12%
Yeisley Wealth Solutions, Inc.	Very Low $170K	$74M	425	1%
Orca Wealth Management, LLC	Low $420K	$170M	406	54%
Hughes Warren, Inc.	Very Low $270K	$220M	808	6%
American Retirement Planning Group Inc	Very Low $270K	$220M	796	7%
First Mason Financial, LLC	Low $480K	$180M	382	17%
Sapphire Blue Investment Partners	Low $500K	$190M	376	18%
Investments & Financial Planning, LLC	Low $420K	$320M	750	7%
Heritage Asset Management, LLC	Very Low $210K	$150M	746	7%
Livelsberger Financial Advisory	Low $450K	$170M	371	2%
Great Lakes Investment Advisors Inc.	—	—	367	0%
A Sling & A Stone, Incorporated	Very Low $220K	$79M	364	5%
Steve Lynch Wealth Management	Very Low $210K	$150M	727	7%
Cobler Capital Management, LLC	Very Low $250K	$180M	714	3%
Costello Asset Management, Inc.	Typical $970K	$350M	356	23%
Asia Pacific Financial Management Group, Inc.	Very Low $150K	$210M	1,417	3%
Gunderson Capital Management	Low $570K	$390M	694	15%
GreenPortfolio Inc.	Very Low $0	$0	346	6%
McKinney Capital Management	Very Low $360K	$240M	688	0%
Financial Management Associates, LLC	Very Low $390K	$130M	343	41%
Floyd Financial Group LLC	Very Low $240K	$160M	686	2%
McGuire Capital Advisors, Inc.	Very Low $150K	$200M	1,372	2%
True Financial Group	Low $610K	$410M	667	22%
Lonestar Registered Investment Advisors, PLLC	Very Low $250K	$270M	991	4%
RPC Private Wealth, LLC	Typical $840K	$270M	326	22%
McAlvany Wealth Management, LLC	Very Low $330K	$220M	650	0%
Koinonia Financial	Very Low $290K	$94M	321	21%
Blueprint Wealth Management Inc.	Low $590K	$190M	320	69%
Security First Financial	Low $470K	$300M	639	10%
Peakstone Financial Advisors	Typical $800K	$260M	319	36%
Encompass Wealth Advisors, LLC	Very Low $360K	$460M	1,272	47%
Equanimity Financial Partners	Very Low $240K	$150M	636	6%
FFP Wealth Management, LLC	Typical $950K	$300M	316	31%
Elevation Capital Advisory	Very Low $400K	$250M	631	10%
Wiregrass Asset Management	Very Low $300K	$95M	313	34%
Money Script Wealth Management, PLLC	Very Low $310K	$96M	310	10%
Spreng Capital Management, Inc.	Very Low $320K	$290M	927	7%
True Wave Wealth Planners	Low $440K	$400M	922	29%
Tower Wealth Partners	Low $480K	$440M	920	16%
Gallagher Capital Advisors, LLC	Typical $740K	$220M	302	13%
Simplifi, Inc.	Typical $920K	$280M	301	26%
Fisher & Wiens Wealth Management, LLC	Typical $830K	$250M	300	51%
Jfr Financial Services, Inc.	Low $460K	$280M	597	19%
Hinchley Advisory Group, LLC	Low $650K	$190M	296	22%
6th Street Advisors, LLC	Typical $870K	$260M	295	56%
Its Asset Management, L.P.	Low $420K	$250M	586	3%
Mann Financial Group	Low $560K	$330M	585	17%
Williams Financial Group	Low $590K	$340M	585	28%
RHM Capital Management, Inc.	Very Low $86K	$25M	292	7%
Brian Low Financial Group, LLC	Very Low $270K	$240M	874	5%
INTELUS Advisory Group, LLC	Very Low $220K	$64M	290	14%
In Touch Financial Services	Very Low $250K	$72M	290	6%
Masterplan Retirement Consultants	—	—	290	0%
S&A Financial Services, Inc.	Very Low $300K	$350M	1,160	7%
Southwest Investment Advisors, Inc.	Very Low $330K	$380M	1,149	19%
Immaculate Wealth Management, LLC	Very Low $240K	$140M	574	16%
Dovetail Wealth Management, LLC	Very Low $380K	$330M	857	37%
Rhino Wealth Management	Very Low $280K	$80M	285	10%
Gulfcoast Financial Services, Inc.	Very Low $270K	$77M	282	7%
Hendley & Co. Inc.	High $1.3M	$370M	281	41%
Golden Years Financial, LLC	Very Low $140K	$40M	279	3%
APS Investment Management Group	Very Low $350K	$200M	557	10%
Lockshield Partners, Inc.	Very Low $260K	$290M	1,113	5%
Retirement Planning Specialists, Inc.	Low $670K	$370M	556	0%
Stokes Capital Advisors, LLC	High $1.6M	$450M	277	40%
Sanchez Gaunt Capital Management, LLC	Very Low $340K	$290M	830	14%
Hawke Financial Group	Low $430K	$240M	551	6%
Successful Money Strategies Inc	Typical $830K	$230M	273	26%
Wisniewski Wealth Management	Typical $970K	$270M	273	29%
Genesee Capital Advisors, LLC	Typical $740K	$400M	544	22%
CMG Capital Management Group, Inc.	Low $440K	$240M	536	12%
Texas Family Wealth, LLC	Very Low $240K	$260M	1,072	1%
Boyd Capital	Very Low $200K	$110M	532	4%
Prevail Wealth Management	Typical $990K	$260M	264	33%
Rockdale Financial Services, Inc.	Very Low $220K	$59M	262	9%
Rolek Retirement Planning	Typical $910K	$240M	262	51%
Tuve Investment Management, Inc.	Very Low $280K	$150M	523	11%
Jones & Associates Premier Financial Solutions	Low $440K	$230M	521	10%
Capital and Planning, LLC	Very Low $370K	$190M	517	24%
The Gladowsky Group	Low $640K	$170M	256	26%
Smartharvest Portfolios	High $1.4M	$350M	255	100%
Smith Asset Management Co., LLC	Very Low $360K	$280M	765	5%
New Era Investments LLC	Very Low $39K	$29M	761	0%
First Dallas Securities, Inc.	High $1.1M	$290M	253	39%
Altitude Wealth Management, LLC	Very Low $220K	$110M	502	4%
Latko Wealth Management, Ltd.	Low $660K	$330M	499	29%
Guardian Financial, Inc.	Very Low $310K	$77M	248	4%
Walton Financial	Typical $720K	$180M	248	20%
TCM	Very Low $330K	$160M	495	19%
Fairchild Financial Advisors, Inc.	Low $520K	$130M	247	14%
Apollo Wealth Management	Very Low $45K	$22M	490	1%
Fike Advisors, LLC	Very Low $140K	$100M	735	2%
Socha Financial Group, LLC	Low $590K	$430M	734	18%
Calabasas Advisory Group, LLC	Low $510K	$250M	488	32%
NestEgg Wealth Advisors	Very Low $0	$0	244	8%
Old Forge Wealth Management, LLC	Very Low $400K	$98M	244	10%
Wabash Capital, Inc.	Very Low $190K	$92M	488	3%
M3 Wealth Management	Very Low $330K	$160M	486	12%
Paragon Financial Services	Low $500K	$370M	729	41%
Hammond Iles Wealth Advisors	Low $490K	$470M	971	13%
Baring Financial LLC	Low $440K	$210M	483	11%
Bucket List Wealth Management, LLC	Low $460K	$220M	480	25%
Cornerstone Advisory	Very Low $100K	$25M	240	0%
Encircle Financial Strategies	Low $580K	$140M	240	17%
Maynerich Financial	Very Low $260K	$120M	478	4%
Palmetto Private Wealth, LLC	Very Low $120K	$58M	478	0%
Challenger Wealth Management	Typical $1M	$250M	238	37%
Pacific Financial Strategies, Inc.	Very Low $280K	$200M	713	16%
Werner Financial	Very Low $270K	$130M	472	18%
Rothwell Investment Advisors	Very Low $260K	$190M	707	19%
Capital Wealth Investments	Typical $900K	$420M	469	23%
Des Moines Investments, LLC	Very Low $350K	$250M	700	11%
Catoctin Ridge Wealth Partner	Very Low $210K	$200M	933	1%
Crescent City Retirement Group	Very Low $140K	$130M	933	2%
PASNAU Investment Management, Inc.	Low $550K	$130M	233	11%
Safe Harbor Wealth Advisors, LLC	Very Low $360K	$170M	465	8%
Piedmont Capital Management, LLC	Low $500K	$230M	464	13%
BG Wealth Advisory, LLC	—	—	462	0%
Metis Wealth Management & Planning LLC	Very Low $240K	$110M	461	7%
Adaptation Financial Advisors Inc.	Very Low $340K	$230M	690	8%
HF Advisory Group, LLC	Typical $700K	$320M	460	22%
Titletown Wealth Management, LLC	Very Low $320K	$150M	459	34%
Trademark Financial Management, LLC	Low $640K	$290M	458	11%
Vista Advisor Group, LLC	Low $450K	$310M	686	12%
Solano Wealth Advisors	Typical $700K	$320M	456	43%
Standfast Asset Management, LLC	Low $430K	$99M	227	19%
Members Advisory Group, LLC	Low $490K	$440M	906	14%
Peachtree Wealth Advisors, Inc	Typical $840K	$380M	453	38%
RD Lewis Wealth Management	Low $570K	$260M	451	27%
Wisco Investment Management LLC	Very Low $210K	$92M	448	33%
Kiker Wealth Management, LLC	Low $420K	$380M	894	9%
Intermountain Wealth Management, Inc.	Very Low $170K	$77M	446	4%
Ark Wealth Advisors, LLC	Low $530K	$120M	221	22%
Joseph P. Lucia & Associates, LLC	Low $590K	$390M	662	15%
TFP Management, LLC	Low $410K	$270M	660	10%
X Advisors, LLC	Very Low $350K	$230M	659	8%
Palouse Capital Management, Inc.	Low $450K	$400M	877	5%
Reservoir Wealth Management	Very Low $390K	$170M	438	18%
HFM INVESTMENT ADVISORS, Inc.	Very High $2.2M	$480M	218	58%
Crown Point Wealth Advisors	Very Low $270K	$180M	653	19%
Best Invest	Low $450K	$290M	651	12%
Hewell Financial Group, Inc.	High $1.5M	$320M	217	42%
Holistic Financial Partners, LLC	Low $520K	$440M	862	12%
Copperline Wealth Management & Planning	Very Low $290K	$120M	430	28%
Fortune 45, LLC.	Very Low $360K	$230M	645	4%
Peak Wealth Management, LLC	Typical $690K	$450M	643	19%
Ciovacco Capital Management	Typical $960K	$210M	214	69%
The Chartist	Very Low $400K	$170M	426	0%
A-Team Financial Investments	Very Low $92K	$39M	422	5%
RBA Wealth Management, LLC	Typical $1M	$430M	421	30%
Clay Northam Wealth Management	Typical $850K	$350M	420	26%
Summit Planning Group, Inc.	Low $520K	$110M	210	11%
Periope, LC	Very Low $280K	$180M	628	19%
Capital Preservation Partners, Inc.	Low $530K	$220M	417	15%
Vision Wealth Management, Inc.	Very Low $200K	$81M	416	9%
Borabond, LLC	Very Low $400	$83K	207	0%
Milagre Wealth Management, Inc.	Very Low $330K	$140M	414	7%
Financial Avengers, Inc.	Very High $2.4M	$490M	206	64%
Markin Asset Management, LP	Very Low $290K	$120M	412	68%
4:8 Financial	Very Low $370K	$300M	821	8%
Align Wealth Advisors	Low $490K	$100M	205	0%
Bodnar Financial Advisors, Inc.	—	—	410	0%
Cornerstone Alternatives	Very Low $390K	$160M	410	100%
Edwards Financial services	Very Low $150K	$60M	410	76%
Granite Rose Wealth Alliance LLC	Very Low $140K	$28M	205	48%
Michels Family Financial, LLC	Typical $850K	$350M	410	16%
TRUFP	Low $510K	$420M	820	15%
Brixton Capital Wealth Advisors, LLC	Very Low $260K	$210M	819	25%
Integrity Wealth Advisors, LLC	Very Low $310K	$260M	818	22%
Solomon API LLC	Very Low $280K	$170M	613	2%
Cortez Wealth Management	Very Low $230K	$47M	204	10%
Guernsey Financial, LLC	Very Low $0	$0	204	29%
Vision Wealth Advisors LLC	Very Low $58K	$12M	203	0%
RLB Financial	Very Low $290K	$170M	607	4%
C F Parks Inc	Low $480K	$97M	202	15%
Gabe Nelson Financial, Inc.	Low $450K	$91M	202	20%
Fairhaven Financial Advisory Corporation	Low $450K	$360M	805	9%
Kirtland Financial Management, Inc.	Very High $1.9M	$380M	201	46%
Underdog Wealth Management, LLC	Very Low $260K	$110M	402	13%
Virtus Financial Partners	Very Low $190K	$110M	602	18%
Arbor Capital Management Inc	Low $610K	$370M	601	27%
Lettin Wealth Management Group, Inc.	—	—	200	0%
Millennium Capital Advisors, LLC	High $1.1M	$210M	200	36%
Miller Financial Services, Inc.	Low $640K	$130M	200	0%
Classic Financial	Typical $700K	$140M	199	22%
Adirondack Financial Services Corp	Low $590K	$350M	596	23%
Aljen Asset Management LLC	Low $410K	$160M	397	23%
Bates Financial Advisors, Inc.	High $1.1M	$440M	397	33%
Bullington Capital Management, LLC	Very Low $220K	$87M	394	5%
Acute Investment Advisory	Very Low $300K	$240M	787	8%
Lester Financial Group, LLC	Low $510K	$400M	784	7%
Sanders & Scott, CHFC	Very Low $370K	$150M	392	8%
Stackhouse Enterprises	Very Low $140K	$28M	196	11%
Strategic Wealth Planning	High $1.1M	$210M	196	51%
Demeter Tactical Investments Corp.	Low $530K	$210M	390	2%
Fund Advisors of America Inc	Very Low $260K	$150M	585	5%
Prosperity Asset Management, LLC	Very Low $290K	$57M	195	8%
Schuchard Capital Management Inc	High $1.5M	$290M	195	48%
Wealthguard Advisors, Inc.	Low $430K	$170M	390	12%
Interwest Investment Advisors, Inc	Very Low $150K	$60M	389	1%
MFG Private Wealth	Very Low $160K	$120M	777	17%
Hobbs Wealth Management	Typical $760K	$150M	194	34%
Leicht Financial Planning and Wealth Management	High $1.2M	$230M	194	44%
Windle Wealth	Low $550K	$220M	388	18%
KPC Financial Solutions, LLC	Very Low $97K	$76M	775	0%
Graystone Partners Wealth Management, LLC	Low $510K	$290M	581	27%
Spyrnal Financial Group	Very Low $370K	$140M	387	9%
Welch Investment Group, LLC	Low $640K	$250M	387	17%
Auspicious Financial Planning, LLC	High $1.4M	$280M	193	44%
Meche and Associates LLC	Very Low $88K	$17M	192	0%
Powers Advisory Group, LLC	Low $570K	$330M	575	22%
Ted Buchan & Company	High $1.1M	$410M	383	28%
Miller Financial Services LLC	Low $510K	$290M	574	12%
Taylor Securities Services, Inc.	Very Low $300K	$230M	765	5%
Financial Concepts Unlimited, Inc.	High $1.2M	$230M	191	36%
Washington Park Capital Management, LLC	Very High $1.9M	$360M	191	51%
Cherry Creek Investment Advisors Inc	Typical $920K	$350M	381	24%
Ellija Capital Management, LLC	Very Low $150K	$57M	381	4%
Threadgill Financial, LLC	Typical $1M	$400M	381	38%
MN Wealth Advisors, LLC	Low $690K	$390M	571	20%
Ingram Advisory Services, LLC	Very Low $290K	$110M	380	6%
Modern Capital Concepts	Very Low $0	$0	189	15%
The Retirement Planning Company of New England, Inc.	Typical $700K	$390M	565	24%
Tuttle Wealth Partners LLC	Very Low $120K	$65M	565	6%
Branson Fowlkes & Co Inc	Very High $2.2M	$420M	188	67%
CND Financial	Typical $1M	$200M	188	39%
Fiduciary Solutions LLC	Very Low $0	$0	563	14%
Duncan Financial Management, Inc.	Very Low $68K	$25M	375	3%
Kessler Investment Group, LLC	Low $560K	$310M	558	13%
The Holland Group, Retirement Wealth Advisors, LLC	Very Low $380K	$280M	744	5%
Peak Financial Consulting, Inc.	Very Low $360K	$130M	371	14%
Retirement Advisors, Inc.	Typical $860K	$160M	185	44%
Rosecliff Capital Advisory LLC	Very Low $150K	$27M	185	85%
Sweetwater Financial Advisors, LLC	Very Low $200K	$73M	368	10%
Wisdom Index Advisors	High $1.1M	$200M	184	41%
Crescent Hill Partners LLC	High $1.6M	$280M	183	17%
Miami Valley Portfolio Management Inc	Very Low $260K	$190M	732	12%
Plum Pointe Wealth Management	Low $560K	$100M	183	15%
Morey & Quinn Wealth Partners	Low $680K	$370M	548	7%
Longevity Capital Management	Typical $780K	$140M	182	91%
Kondo Wealth Advisors, Inc	Typical $990K	$360M	362	33%
Skyview Financial Group, LLC	Typical $790K	$290M	362	11%
Wayfinding Financial, LLC	Typical $980K	$350M	361	26%
Bard Associates Inc	Very High $2.2M	$400M	180	52%
HG Capital Advisors, LLC	Very Low $90K	$16M	180	0%
Weis Advisory	Very Low $320K	$230M	716	18%
Saos Capital, LLC	Low $420K	$230M	536	15%
Easley Investment Consultants, Inc.	Low $630K	$220M	357	15%
Family Dynasty Advisors LLC	Very Low $140K	$51M	357	50%
M.C. Byrd Wealth Management, LLC	Low $430K	$230M	534	10%
Mascagni Wealth Management, Inc.	Low $580K	$410M	711	16%
Crosby Advisory Group, LLC	Very Low $150K	$81M	533	2%
Presper Financial Architects, LLC	Low $670K	$360M	533	21%
Latour Asset Management LLC	—	—	710	0%
Endurance Financial Planning, LLC	Very Low $140K	$100M	708	5%
Evergreen Wealth Partners LLC	Low $560K	$400M	708	17%
Financial Planning Center, LLP	—	—	354	0%
KRM Financial Planning & Wealth Management, LLC	High $1.2M	$210M	177	29%
IntelliVest Wealth Management	Very Low $150K	$54M	351	3%
BCO Wealth Management, LLC	Low $590K	$310M	526	21%
Abound Financial	Typical $790K	$410M	525	26%
Fusion Capital, LLC	Typical $700K	$490M	700	17%
Premiere Wealth Advisors, LLC	Very Low $140K	$50M	350	43%
Sovereign Asset Management	Low $500K	$180M	350	19%
Stride Investments, LLC	Very Low $380K	$200M	524	15%
Antoine Williams & Associates Wealth Management, LLC	Typical $850K	$290M	349	19%
Premier Private Wealth Management, LLC	Very Low $180K	$130M	698	2%
CPR Financial & Insurance Services, Inc.	Very Low $130K	$89M	696	2%
Eaton Financial Group	Typical $910K	$310M	347	21%
Federal Hill Capital Management	Very Low $160K	$56M	347	12%
APEX Investment Group	Very Low $390K	$200M	519	11%
Hall Capital Management Company, Inc.	Typical $730K	$380M	519	23%
Andersen Wealth Management	Very Low $140K	$95M	691	0%
Cultivar Capital, Inc.	Typical $890K	$310M	345	41%
FMI	Very Low $340K	$240M	690	12%
First Financial Advisory Services Inc	Low $540K	$280M	516	15%
Peterson Financial Group, Inc.	Low $570K	$290M	516	12%
FSC Wealth Advisors, LLC	Very Low $130K	$91M	686	1%
Carswell Investments, LLC	Very High $1.7M	$290M	171	22%
Wealthplans, LLC	High $1.2M	$210M	171	41%
Capasso Planning Partners LLC	Typical $760K	$260M	340	18%
Avant Capital, LLC	Low $510K	$170M	339	20%
J. L. Perkins Wealth Management, LLC	Low $420K	$140M	339	2%
Udine Wealth Management Inc.	Typical $810K	$270M	338	34%
Up North Financial, LLC	Low $600K	$200M	337	17%
Tim Looney Investments, LLC	Typical $970K	$490M	504	24%
Wright Wealth Management Group	—	—	168	0%
Investment Management & Planning LLC	Low $470K	$230M	503	62%
Quest 10 Wealth Builders, Inc.	Low $470K	$240M	503	22%
Omniwealth Investments LLC	Very Low $260K	$44M	167	4%
Renaissance Advisors	Very Low $410K	$140M	334	7%
Bell & Brown Wealth Advisors, LLC	Typical $960K	$480M	500	30%
The Nalls Sherbakoff Group, LLC	Low $670K	$340M	500	17%
Legacy Wealth Management Inc.	Very Low $380K	$250M	665	8%
Berry Wealth Group	Typical $820K	$270M	332	25%
Financial Institution Services, LLC	Typical $780K	$260M	332	15%
Dorval & Chorne Financial Advisors	Low $560K	$370M	663	14%
Pacific Capital Associates	Low $510K	$260M	497	83%
Madden Advisory Services, Inc.	Typical $810K	$270M	331	37%
Evermont Wealth	Low $670K	$330M	496	18%
Stangier Wealth Management	Low $600K	$300M	496	20%
Asset Preservation Group Inc	Typical $970K	$320M	330	29%
M.Z. Kark & Associates, Inc.	Very High $2.2M	$370M	165	57%
Financial Strategies Group	Very Low $280K	$190M	659	9%
Paladin Financial	Very Low $400K	$200M	494	12%
William Madison Advisors, Inc.	Typical $980K	$480M	494	28%
Artesa Financial Group	Very Low $380K	$130M	329	19%
Shaker Financial Services	Typical $870K	$290M	329	31%
Tred Avon Family Wealth, LLC	High $1.2M	$390M	328	90%
Lakeshore Financial Planning Inc.	Typical $960K	$470M	491	30%
Fellowship Financial Group	Very Low $340K	$170M	489	7%
ARK Advisors LLC	Low $540K	$170M	325	37%
Unified Wealth Management LLC	Low $460K	$150M	325	10%
BWS Investment Management, LLC	Very Low $170K	$54M	324	1%
Snowball Wealth Management	Typical $850K	$140M	162	17%
Proper Wealth	Very Low $260K	$130M	485	46%
Second Half Financial Partners, LLC	Very Low $260K	$130M	485	9%
Armada Advisors	Low $420K	$140M	323	14%
Spectrum Wealth Advisory Group, LLC	Low $650K	$420M	646	35%
Pathways Wealth Management, Inc.	Low $570K	$270M	484	15%
Beyond Your Hammock LLC	Typical $720K	$120M	161	30%
Burrus	Typical $750K	$240M	322	25%
Kanno Capital	Very Low $270K	$44M	161	25%
Phase III Advisory Services, LTD	Low $440K	$210M	483	14%
Brendel Financial Advisors LLC	Typical $810K	$260M	321	23%
Kleinfelder Capital, Inc.	Typical $770K	$370M	481	44%
Paladino Wealth	Typical $900K	$140M	160	41%
SharpePoint, LLC	Low $440K	$210M	479	13%
Brighter Retirement Advisors LLC	Very Low $180K	$58M	319	3%
Riverland Wealth Management	Very Low $170K	$53M	319	8%
Sard Wealth Management Group, LLC	High $1.4M	$430M	319	49%
Moulton Wealth Management, Inc	Very Low $330K	$160M	477	11%
Timepiece Financial Planning, Inc.	Low $460K	$74M	159	0%
Broadway Advisor Group	Low $640K	$200M	315	23%
Blong Financial	Low $640K	$200M	314	17%
Ceera Investments, LLC	High $1.7M	$260M	157	64%
Orion Investment Co	Typical $690K	$430M	627	56%
Luedtke & Associates	Low $470K	$220M	470	12%
Brook Capital	Low $450K	$280M	626	11%
Olde Wealth Management, LLC	High $1.2M	$370M	313	28%
Gineris Wealth Management	Very Low $280K	$89M	312	10%
HG Tailored Financial Services	Very Low $250K	$79M	312	6%
Phillips Wealth Planners LLC	High $1.1M	$330M	312	37%
Redwood Financial Planning, LLC	Low $620K	$390M	621	5%
Kellett Wealth Advisors, LLC	Low $680K	$320M	465	11%
Mobile Bay Wealth Management, LLC	Very Low $220K	$69M	310	0%
Red Cedar	Very Low $260K	$41M	155	5%
First Nebraska Financial Services	Typical $940K	$430M	463	18%
Invenio Wealth Partners, LLC	High $1.1M	$330M	308	76%
J.E. Simmons & Co., P.C.	Very Low $330K	$100M	308	8%
Larson Financial Advisors	Low $580K	$89M	154	25%
Evans Investment Advisors, L.L.C.	Typical $770K	$360M	461	61%
Cosner Financial Group, LLC	Low $490K	$300M	614	21%
Baron Financial Group LLC	High $1.2M	$360M	306	35%
Nardis Advisors LLC	High $1.1M	$170M	153	52%
Stage 2 Planning Partners LLC	Very Low $340K	$100M	306	8%
The Clark Group Asset Management	Typical $740K	$340M	458	38%
Canterbury Capital Wealth Management, LLC	Low $420K	$130M	305	18%
iTrust Asset Management, LLC	Very Low $410K	$190M	457	11%
AGP Franklin, LLC	Low $540K	$250M	456	19%
Blue Waters Advisory Group, LLC	Low $530K	$81M	152	51%
Craig Duvarney, Cfp	Very High $2.4M	$370M	152	79%
M.K. Brown Wealth Advisory	High $1.1M	$170M	152	28%
Capstone Pacific Investment Strategies	Very Low $150K	$47M	302	7%
Entruity Wealth, LLC	Low $540K	$160M	302	24%
Tevis Investment Management, LLC	High $1.5M	$230M	151	36%
Secured Retirement Advisors, LLC	Low $420K	$260M	602	11%
Asset Solutions, Inc.	Very Low $330K	$98M	300	7%
Hofer & Associates Wealth Management	Typical $720K	$220M	300	18%
Kaizen Wealth Management, LLC	—	—	450	0%
Live Oak Wealth Management, LLC	Very Low $130K	$57M	450	22%
Money Methods, Inc.	Very Low $0	$0	300	2%
Moore Financial Strategies, LLC	—	—	300	0%
P/E Capital Investments	Very Low $67K	$10M	150	17%
Smith Securities LLC	Very Low $0	$2	450	0%
Flagship Private Wealth	Typical $730K	$430M	597	45%
Harborfront Financial Group	Very Low $250K	$150M	596	27%
Mercurio Wealth Advisors	Very Low $320K	$140M	446	3%
Atlas Wealth Partners LLC	Typical $720K	$210M	297	23%
Johnson Financial Advisors	Typical $1M	$300M	297	26%
Clark Wealth Partners, LLC	Low $580K	$260M	444	14%
Kane Financial	Very Low $250K	$74M	296	7%
Masus Financial Group, Ltd.	Low $640K	$190M	296	18%
Strategic Investment Management	Very Low $280K	$41M	148	5%
Redstone Wealth Management, LLC	Very Low $320K	$190M	590	7%
Sound Financial Strategies Group, LLC	Very Low $220K	$130M	590	5%
The Perspective Group	Typical $760K	$220M	295	36%
Arrian Investments, Inc.	Low $510K	$220M	442	14%
Braeburn Wealth Management, LLC	Low $560K	$250M	441	8%
Hallett Advisors	Low $510K	$150M	293	17%
Peak Capital Management	Very Low $290K	$85M	293	8%
Wordhouse Wealth Coaching	—	—	293	0%
Kachkovsky & Fisher, Inc.	Low $620K	$270M	439	28%
Portland Private Wealth Management, Inc.	Low $530K	$230M	439	14%
Castle Financial & Retirement Planning Associates Inc	Typical $740K	$110M	146	23%
David P. Gilliam & Associates, Inc.	Very Low $400K	$180M	438	15%
Grove Street Fiduciary, LLC	High $1.4M	$410M	292	63%
Holland Financial Services, Inc.	Low $470K	$68M	146	17%
Secure Financial Management	Low $680K	$400M	584	20%
Thames Financial Management	Typical $1M	$300M	292	36%
Eagle Capital Management, LLC	High $1.2M	$340M	291	30%
Wilkerson Advisory Group LLC	Low $560K	$330M	582	16%
Five Corners Financial Services	Typical $1M	$290M	290	33%
Vivid Wealth Management, LLC	Low $670K	$290M	434	21%
Prosperity Advisers, LLC	High $1.3M	$380M	289	41%
Athena Wealth Management, LLC	High $1.2M	$170M	144	42%
Boulder Investment Group	Low $490K	$71M	144	24%
Halcyon Global Advisors	High $1.4M	$200M	144	36%
Stirling Financial Group	Low $590K	$170M	288	34%
Wood Tarver Financial	Typical $800K	$460M	575	26%
Candace Shira Associates, LLC	Typical $1M	$440M	431	39%
Finish Well RIA LLC	Very Low $340K	$99M	287	8%
Jeffery C. Welch and Associates, Inc.	Very Low $97K	$28M	287	3%
Lyons Capital Group	Low $560K	$160M	287	22%
NRI Wealth Management, LLC	High $1.1M	$300M	287	64%
R2 Wealth Management Partners	Low $550K	$240M	430	7%
Wolfgang Capital	Very Low $300K	$130M	430	13%
Avail Investment Partners, LLC	High $1.3M	$180M	143	40%
DFG Wealth Management, LLC	Low $450K	$65M	143	4%
Financial Forum, Inc.	Low $500K	$290M	572	13%

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