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 %
Abendstern Wealth Management, Inc.	—	—	—	—
Affordable Life Plans, LLC	—	$3.2K	—	—
Akros Investments, Inc.	—	—	—	—
Altamira Capital Management LLC	—	$0	—	—
ArborStone Financial, LLC	—	$470M	1,129	—
Atlantic Financial	—	$610K	—	—
AyurAsset LLC	—	—	—	—
Bluegrass Legacy Planning	—	—	—	—
Blue Horizon Investments LLC	—	—	—	—
Bora Capital, LLC	—	—	—	—
BrightGuide Financial	—	$0	—	—
Budnick Capital, LLC	—	—	—	—
Cruz Investments & Wealth Management	—	—	—	—
Ebquant, LLC	—	$23K	—	—
Eley-Graham-Austgen Financial Advisory Services	—	—	—	—
EliteGate Wealth, LLC	—	—	—	—
Evolution Vision Wealth Management	—	—	—	—
Exceptional Wealth & Family Office	—	—	—	—
Exemplar Wealth Advisors, LLC	—	$0	—	—
FactorPoint Planning, LLC	—	—	—	—
Financial Synergistics Group, Inc.	—	—	—	—
Forthright Partnerstm	—	$1.4M	—	—
Freedom Wealth Coaching, LLC	—	—	—	—
Gebhart & Associates, Inc.	—	—	—	—
Golden Pine Advisory, LLC	—	—	—	—
Goldstrike Capital LLC	—	$0	—	—
Great Lakes Bay Financial	—	$0	—	—
Greystone Wealth Management LLC	—	—	—	—
Guardant Wealth Advisors	—	$140M	34	—
Gudorf Financial Group, LLC	—	—	—	—
Guided Wealth, LLC	—	$110M	115	—
Hamilton Capital Advisors LLC	—	$0	—	—
Hesmer Wealth Management LLC	—	—	—	—
Homage Wealth Group LLC	—	—	—	—
Innova Wealth, LLC	—	$0	—	—
Ironwood Investment Group LLC	—	—	—	—
IWC Financial Planning	—	$0	—	—
KConnally Strategies, LLC	—	—	—	—
Kramer Investment Advisors, Inc.	—	—	—	—
KWM Partners LLC	—	—	—	—
Legacy Advisory Network, LLC	—	$0	—	—
Marian Investor Coaching, Inc.	—	—	—	—
Mexus Wealth Management	—	—	—	—
Money & Clarity	—	—	—	—
Money Evolution	—	—	—	—
Money Strategies, Inc.	—	—	—	—
Mosaic Wealth Management LLC	—	—	—	—
NBW Capital LLC	—	$0	—	—
Novodyn Advisors LLC	—	$0	—	—
Park Walk Investments LLC	—	—	—	—
Pinecrest Advisory Services, LLC	—	—	—	—
Pinnacle Treasury Investments, LLC	—	$0	—	—
Potential Wealth Management LLC	—	$2M	—	—
Prairie View Wealth Partners LLC	—	—	—	—
Rainier Wealth Planning, LLC	—	—	—	—
Rea Financial	—	—	—	—
SCP Steward Capital Advisers LLC	—	—	—	—
Silverstone Private Wealth	—	—	—	—
SimplePath Wealth Management, LLC	—	—	—	—
Somos Financial Partners LLC	—	—	—	—
Sterling Capital Advisors	—	$0	—	—
Sundial Capital Management, L.P.	—	—	—	—
Tenet Wealth Partners, LLC	—	$220M	379	—
Ten Seven Capital	—	—	—	—
The Better 401(k) Source	—	$0	—	—
Trilogy Wealth Management, LLC	—	—	—	—
WB Advisors Texas LLC	—	$0	—	—
Wealth intelligently navigated, LLC	—	—	—	—
Worth Wealth Advisors, LLC	—	—	—	—
Ensemble Financial, Inc.	Very Low $0	$0	1	100%
Family Freedom Wealth Management, LLC	Very Low $1.5K	$1.5K	1	0%
Trustee Empowerment & Protection, Inc.	Very Low $0	$0	3	0%
Antigravity Investments	Very Low $17K	$35K	2	0%
Concentrated Risk Solutions Inc.	—	—	2	0%
Dauntless Advisory, LLC	Typical $870K	$2.6M	3	100%
DHL Wealth Management LLC	Very High $1.9M	$7.5M	4	50%
True Wealth, LLC	—	—	1	0%
Zacks Intelligence LLC	Very Low $2	$2	1	0%
One Oak	Very High $14M	$70M	5	100%
Investa Asset Management LLC	Very Low $170K	$500K	3	0%
SA Financial Solutions, LLC	Very Low $150K	$440K	3	100%
San Antonio Wealth, LLC	Very Low $170K	$520K	3	0%
Your Path Financial LLC	Typical $820K	$2.4M	3	100%
COR3 Investment Partners, LLC	High $1.1M	$6.7M	6	100%
Douglas Capital Advisors	Very Low $25K	$100K	4	0%
HHL Wealth Advisors Inc.	Very Low $38K	$150K	4	0%
Hill and Labarre Wealth Management	Very Low $42K	$250K	6	0%
Pomifer Capital Partners LLC	—	—	4	0%
The Healy Group LLC	Very High $4.3M	$17M	4	50%
True Wealth Nation	—	—	7	0%
Acribus Capital LLC	Low $490K	$2.5M	5	0%
Ambastha Financial LLC	High $1.2M	$5.9M	5	100%
Idylian Capital	Very Low $100K	$500K	5	0%
Maggi Investment Services, LLC	Very Low $260K	$1.3M	5	20%
Neal Financial Group, L.P.	—	—	10	0%
NorthPointe Financial Advisors LLC	—	—	5	0%
Rogers Capital Advisors, LLC	Typical $860K	$4.3M	5	100%
Strider Capital, LLC	Very High $6.1M	$49M	8	100%
Three Phases Wealth Advisors LLC	Very Low $0	$0	8	0%
Martello Retirement and Wealth, LLC	Very High $5.7M	$34M	6	100%
Pinnacle Stream Capital LLC	Typical $840K	$5M	6	100%
Storgate, LLC	Very High $14M	$86M	6	100%
Dynamique Capital Advisors	Very High $2.5M	$25M	10	100%
Integritas Wealth Strategies, LLC	Very Low $350K	$3.5M	10	10%
Rival Capital Management, LLC	Very Low $300K	$3M	10	0%
Walnut Green Asset Management, LLC	Very High $9.3M	$65M	7	100%
Concierge Financial Advisor LLC	Very High $4.9M	$39M	8	88%
Golden Eagle Capital Advisors, Inc.	Low $450K	$7.2M	16	88%
Luna Partners	Very Low $79K	$630K	8	0%
Maverick Private Wealth LLC	Typical $880K	$7.1M	8	100%
NexAdvisors, LLC	Very High $5.1M	$20M	4	0%
Sunlight Peaks Financial Partners, LLC	Very Low $0	$0	12	0%
HP Wealth Management LLC	High $1.2M	$15M	13	62%
Canterbury Tollgate	Very High $5.6M	$50M	9	100%
D'Arcy Wealth Management, Inc.	Very Low $150K	$1.3M	9	0%
Saddock Wealth, LLC	Very High $9.3M	$84M	9	44%
WG Plan LLC	Low $560K	$5M	9	44%
Strive Retirement Group	Low $430K	$6.1M	14	14%
Acorn Capital Partners, LLC	Low $590K	$5.9M	10	100%
Amerigo Asset Management Corporation	Very Low $390K	$3.9M	10	0%
AMWH Asset Management LLC	Typical $920K	$9.2M	10	0%
Athenainvest Advisors LLC	Low $480K	$9.6M	20	50%
Divergent Capital Asset Management LLC	Very High $2M	$41M	20	50%
Integrity Financial Planning, LLC	Very Low $380K	$3.8M	10	30%
MB Advisors LLC	Very High $4.7M	$47M	10	100%
Midwest Wealth Management Inc	Very Low $23K	$230K	10	0%
Old Beach Investment Advisors, LLC	Very High $13M	$67M	5	100%
Orchid Advisory	Very High $20M	$300M	15	100%
Sterling Growth Investments, LLC	Low $570K	$5.7M	10	0%
Sumnicht & Associates, LLC	Very High $11M	$110M	10	100%
Velaga Advisors	Very High $2.4M	$24M	10	100%
Stavis Wealth Transfer Solutions	Very High $6.9M	$140M	21	100%
1st Financial Investment, Inc.	Very Low $49K	$780K	16	25%
Glynn Capital Advisors	Low $500K	$5.6M	11	100%
Adaptive Advice, LLC	Low $460K	$8.3M	18	28%
Empiric Institutional	Typical $690K	$4.1M	6	100%
FESC Asset Management LLC	Very Low $57K	$340K	6	0%
Fleetstar Financial	Very Low $180K	$1.1M	6	0%
Grantd Wealth, Inc.	Very Low $180K	$3.3M	18	22%
Greenrock Asset Management LLC	Low $460K	$5.5M	12	17%
ONESOURCE Wealth Advisors	Very Low $270K	$3.3M	12	8%
Symphony Wealth Management	Very High $19M	$110M	6	67%
Corps Capital Advisors, LLC	Very High $14M	$270M	19	100%
Vilga Financial Planning LLC	Very High $8.9M	$170M	19	100%
Avior Capital Markets US, LLC	—	—	13	0%
Dunvegan Associates Inc	Very High $4.1M	$53M	13	100%
Elm Asset Management Inc.	Very Low $310K	$4.1M	13	0%
GBG Wealth Management LLC	Typical $910K	$24M	26	81%
Nubian Square Investment Advisors, LLC	Very Low $260K	$6.8M	26	8%
Pearl Capital Investments	High $1.2M	$15M	13	100%
Prossimo Advisors LLC	Very High $7.8M	$200M	26	100%
Upholdings	Very High $3.9M	$51M	13	100%
AIM Advisors	Very Low $120K	$1.7M	14	21%
Cannoles Asset Management, Inc.	Very Low $410K	$5.8M	14	29%
Dakota Asset Management, LLC	High $1.2M	$16M	14	64%
DP Grow LLC	Very Low $170K	$2.3M	14	0%
Fairbanks Financial Wealth Management	Very High $4.3M	$90M	21	76%
Kopion Asset Management, LLC	Very High $10M	$140M	14	36%
Lindsey Financial, Inc.	Very Low $0	$0	14	93%
Obran Capital Advisors LLC	Low $490K	$14M	28	0%
Parkstone Wealth Management, LLC	Very High $9M	$190M	21	71%
Praestantia Capital, LLC	Very Low $320K	$4.4M	14	100%
Sharper Image Financial Services, LLC	Very Low $130K	$1.8M	14	14%
Tigress Financial Partners, LLC	Typical $900K	$13M	14	100%
T.I.P.S. 4 Reps	Typical $770K	$5.4M	7	29%
Outrunner Capital, LLC	Very High $13M	$280M	22	73%
Coral Reef Advisors LLC	Very High $5.3M	$80M	15	80%
Crew Wealth Management	—	—	15	0%
Empiric Advisors, Inc.	Very High $2.7M	$41M	15	100%
Germana Capital LLC	Low $420K	$6.3M	15	20%
Livingston Financial Planning, Inc.	Typical $780K	$12M	15	27%
Mercer Island Capital Management, LLC	High $1.5M	$23M	15	53%
Optimus Wealth Management Group, Inc.	—	—	15	0%
Simpli-FI Alpha LLC	Very Low $190K	$2.8M	15	0%
The Von Dohlen Knuffke Financial Group, LLC	—	—	15	100%
Virtuevian Ventures	Very Low $66K	$990K	15	0%
Wullschleger Group	Low $540K	$8.1M	15	40%
Calm River Capital LLC	Low $550K	$13M	23	70%
Kai Wealth LLC	Very High $12M	$280M	23	74%
JV Global Capital, Inc.	Typical $690K	$11M	16	19%
MindState Capital LLC	Very High $4.4M	$70M	16	100%
RWR Investments LLC	Very High $20M	$160M	8	100%
The Invictus Collective, LLC	Very High $29M	$470M	16	100%
Woodland Wealth Advisors	Low $650K	$10M	16	25%
Brokaw Rice Investment Advisors, Incorporated	Very Low $320K	$5.5M	17	18%
Comprehensive Wealth Services, LLC	Very High $2.7M	$92M	34	100%
Jackson Money Management, Incorporated	Very High $2.5M	$43M	17	71%
Laureate Wealth Management, LLC	Very High $3.2M	$110M	34	100%
Ridgewood Wealth Management LLC	High $1.5M	$25M	17	100%
2nd Market Capital Advisory Corp.	High $1.3M	$45M	35	23%
GT Investment Management, LLC	Very Low $160K	$5.5M	35	100%
McClure Capital Advisors, Inc.	Low $670K	$23M	35	14%
Arrow Alliance	Very High $3M	$55M	18	72%
Belonging Wealth Management	Low $600K	$11M	18	0%
Dillow Wealth Management LLC	Very High $5.9M	$110M	18	78%
Durable Dividend Growth Strategies, L.P.	High $1.4M	$25M	18	100%
II Technology, LLC	High $1.6M	$29M	18	50%
Kisher Capital, LLC	Very Low $200K	$5.3M	27	0%
Lynch Financial Group	Low $420K	$7.6M	18	33%
Rose Wealth, LLC	Very Low $160K	$5.9M	36	0%
Seven Mile Advisory LLC	Very High $12M	$420M	36	100%
Terraform Wealth, LLC	Very High $23M	$210M	9	56%
Bull & Bear Advisors LLC	Low $660K	$25M	37	38%
Lindus Advisors, Inc.	Low $490K	$14M	28	54%
The Pacific Group	Low $650K	$18M	28	54%
Azimuth Wealth Advisors	High $1.3M	$25M	19	53%
Blue Marlin Advisors, LLC	Very Low $300K	$5.7M	19	0%
Fondren Oaks Capital Management	High $1.2M	$23M	19	68%
Freund & Co Investment Advisors, L.C.	High $1.4M	$26M	19	63%
Raskin Global Inc.	Low $490K	$18M	38	21%
SBC Investment Management, LLC	Very High $4M	$76M	19	79%
S Squared Advisors LLC	Very High $3.4M	$66M	19	100%
Three Oaks Partners Investment Counsel LLC	Very Low $310K	$5.8M	19	16%
TrueHaven Capital	Very High $2.8M	$53M	19	53%
Upbeat Wealth	Typical $770K	$15M	19	0%
Vogel Consulting, LLC	—	—	19	0%
Covato Capital Management, LLC	Low $560K	$16M	29	76%
Heritage Asset Managers, Inc.	Very High $2.8M	$80M	29	55%
Legacy Financial Group	Typical $690K	$20M	29	34%
Simplified Wealth Management, LLC	Typical $800K	$23M	29	0%
Vesteer Wealth Management, LLC	Typical $770K	$22M	29	48%
KM Capital Management, Ltd.	Very High $7.6M	$300M	39	59%
Panteles Advisors	Very High $2.8M	$110M	39	95%
Advantage Wealth Management, L.L.C.	Very Low $240K	$4.9M	20	0%
Axiom Founders Family Office	High $1.4M	$29M	20	100%
Boundary Street Partners LP	Typical $900K	$18M	20	25%
Caprock Capital Advisors Inc.	Very High $4.4M	$89M	20	50%
Forth Capital (USA), LLC	Low $490K	$20M	40	13%
JMN Investment Management LLC	High $1.6M	$16M	10	70%
Patterson Advisors	Very Low $0	$0	20	60%
Professional Asset Management, Inc	Low $580K	$12M	20	40%
Resource Consulting Group, Inc.	Very Low $0	$0	30	83%
Shorebird Capital, LP	—	—	10	0%
Sophronia Wealth Advisors	Typical $780K	$7.8M	10	30%
Tactical Tax Wealth Management	High $1.4M	$28M	20	40%
Tines Capital, LLC	Very Low $170K	$5M	30	90%
Direwolf Wealth Management, LLC	Very Low $260K	$8M	31	81%
Alexander D Cohen Investments, LLC	Very Low $250K	$5.2M	21	100%
Bass Rocks, LLC / Bass Rocks Asset Management	Typical $780K	$16M	21	95%
ClearPoint Wealth Management	High $1.6M	$68M	42	43%
Endurance Financial Group	Typical $850K	$18M	21	29%
Third Sigma Investment Advisors LLC	High $1.1M	$45M	42	69%
Tiercel Capital Texas LLC	Low $670K	$14M	21	67%
Toro West Capital Advisors	Very High $12M	$250M	21	81%
Unity Wealth Partners	Very Low $340K	$7.1M	21	52%
Cbs Funding, Inc.	Typical $780K	$25M	32	6%
J.P.Morgan Wealth Management Solutions Inc.	Very Low $270K	$8.5M	32	19%
Pendragon Capital Management, Inc.	Typical $1M	$44M	43	42%
World Choice Securities, Inc.	Low $620K	$27M	43	26%
Blazing Star Financial	Very Low $160K	$3.4M	22	0%
Garhwal, Chan & Williams Inc.	Very High $5.5M	$120M	22	100%
Huber, Cardono, Moring & Richter, L.P.	Low $660K	$22M	33	0%
Interlinc Financial Advisors, Inc.	—	—	22	0%
Investment Strategies, L.L.C.	Very High $3.5M	$76M	22	32%
Jones Kertz & Associates, Inc.	Very High $5.3M	$230M	44	80%
Pathway Wealth Management, LLC	Very High $4.6M	$100M	22	82%
Robert W. Colby Asset Management, Inc.	Very Low $210K	$4.6M	22	41%
SVRN Asset Management, LLC	Very High $7.8M	$170M	22	77%
Timothy Craig Steenwyk	High $1.4M	$31M	22	23%
Anchor Financial	Very Low $130K	$5.8M	45	0%
Crane Investments Inc	Very Low $260K	$8.8M	34	0%
Lavelle Capital	Very High $9.5M	$320M	34	100%
Sycamore Financial Planning, LLC	Very High $3.1M	$100M	34	9%
Acts Financial Advisors	Very High $5.5M	$130M	23	78%
Brett Josey Wealth Management LLC	Very High $6.2M	$140M	23	57%
KLD Wealth Management	Very Low $370K	$8.6M	23	9%
Lift Asset Management	High $1.5M	$35M	23	39%
Oak & Reed Capital Management, LLC	Low $630K	$15M	23	70%
Pivot Investment Planning, LLC	Very High $2M	$46M	23	39%
Global Key Advisors	Low $540K	$26M	47	66%
A3 Capital Advisors	Very High $9.5M	$230M	24	100%
AKG Financial Group	Very High $3.8M	$91M	24	67%
BEE Financial Partners Wealth, LLC	Very Low $210K	$5.1M	24	0%
Big Rock Advisors LLC	Low $430K	$16M	36	0%
Confluent Asset Management LLC	Very Low $150K	$3.5M	24	0%
Deep Think Investments	Typical $970K	$23M	24	83%
Dornick Wealth Management	Very High $2.5M	$61M	24	100%
Ellevate Advisors	—	—	12	0%
Hanks Capital Management, LLC	Very Low $330K	$8M	24	0%
HAPPYRICH Capital	Typical $910K	$44M	48	50%
KP7 Investors LLC	Typical $860K	$10M	12	100%
Springtide Partners	Very High $1.9M	$45M	24	79%
The Financial Advisory Group	—	—	49	0%
10Elms LLP	Very High $2.8M	$100M	37	51%
Altere Financial, LLC	High $1.5M	$55M	37	92%
RNS Wealth Management, LLC	Very Low $110K	$4M	37	0%
Bright Vision Wealth	High $1.1M	$27M	25	20%
Course 26, LLC	Typical $700K	$18M	25	100%
Daytona Street Capital	Very High $3.7M	$180M	50	80%
Evan Capital	Low $550K	$14M	25	28%
Fortuna Investors LLC	Low $420K	$21M	50	26%
Geneva Financial Group LLC	Very Low $270K	$6.9M	25	0%
NHABLA	High $1.3M	$33M	25	32%
Pilot Retirement Advisors	Very High $1.7M	$42M	25	100%
Poxono Capital	Very Low $360K	$18M	50	64%
Promus Advisors	Very High $7.7M	$380M	50	88%
Redmount Capital Partners LLC	Typical $750K	$19M	25	44%
Shining Rock Advisors LLC	Very High $6M	$150M	25	92%
Vita Planning Group LLC	High $1.4M	$69M	50	48%
Voyage Wealth Management LLC	Typical $900K	$23M	25	36%
WealthValues, LLC	Very High $19M	$470M	25	100%
Malatai Capital LLC	Very High $1.7M	$65M	38	21%
Mountain Goat Wealth Management LLC	Very Low $110K	$6.6M	71	0%
Exos Wealth Strategies, LLC	Very Low $350K	$18M	51	0%
Hampton Rock Wealth Management	Very High $3.5M	$180M	51	43%
Artham Advisors	Typical $780K	$20M	26	42%
AssetFusion	Low $610K	$16M	26	0%
BMH Capital Management LLC	Very Low $330K	$8.7M	26	12%
Cain Capital Management, LP	Very High $11M	$150M	13	31%
Gatens Financial, LLC	High $1.6M	$41M	26	58%
MDS Wealth Advisors, LLC	High $1.1M	$28M	26	35%
Miltonian Capital Management, LLC	Very High $1.7M	$45M	26	69%
Obsidiant Partners LLC	Typical $780K	$10M	13	54%
Professional Financial Advisors Inc	Typical $910K	$24M	26	0%
QuantStreet Capital	Very High $7.4M	$190M	26	73%
Spark Wealth Advisors	Low $590K	$15M	26	23%
Symphony Financial Team	Very Low $0	$0	26	38%
Anova Management	Low $480K	$19M	40	75%
Anovest Investment Advisors	Typical $990K	$39M	40	88%
District Capital Management, LLC	Typical $710K	$29M	40	33%
Pollux Wealth Management	High $1.3M	$53M	40	38%
Zor Capital, LLC	Typical $740K	$30M	40	50%
Cantata Wealth Management, LLC	Very High $3.2M	$85M	27	70%
DeLeon Wealth LLC	Low $420K	$11M	27	44%
FS Financial Advisors, LLC	Low $640K	$17M	27	19%
Holden Family Office, LLC	Typical $700K	$38M	54	39%
New Frontier Wealth Management	Typical $910K	$24M	27	26%
Sunnybranch Wealth LLC	High $1.1M	$31M	27	70%
Palogic Value Management, L.P.	Very High $3.9M	$210M	55	42%
Adviser Alliance, LLC	Very Low $210K	$5.9M	28	0%
Ballast Capital Advisors, LLC	Very High $7.8M	$330M	42	100%
Bisonwood Financial Management	Very High $2.2M	$62M	28	68%
Ford Financial Solutions, LLC	Typical $750K	$21M	28	61%
Global Wealth Management, L.C.	Very High $5.5M	$150M	28	75%
Monetary Management Corporation	Typical $940K	$26M	28	39%
Money Positive	—	—	28	0%
Mountain Wealth Management, LLC	High $1.5M	$43M	28	57%
Olson Consulting LLC	Typical $790K	$22M	28	0%
Ratio Capital	Very Low $320K	$13M	42	0%
Silverstone Financial LLC	Typical $1M	$28M	28	39%
Stone Fortress Wealth Strategies	Very High $2M	$56M	28	100%
Trimarc Wealth Management LLC	Very High $15M	$210M	14	100%
Verde Wealth Group, LLC	—	—	14	0%
Your Richest Life	Typical $690K	$19M	28	29%
Seek & Find Financial	Very Low $260K	$11M	43	5%
Christensen Capital, LLC	Very Low $290K	$8.4M	29	55%
Exemplar Wealth Partners LLC	Typical $840K	$24M	29	21%
Lifetime Financial	High $1.5M	$45M	29	72%
Macro Wealth Advisors, Inc.	Typical $720K	$21M	29	55%
Partners Capital Management, Inc.	Typical $1M	$30M	29	62%
Springreef LLC	Very Low $0	$0	29	100%
Stone Wealth Strategies	Very Low $0	$0	58	0%
Aqua Capital Advisors	Very High $3.3M	$140M	44	55%
Prospera Capital Management, LLC	Very High $7.8M	$340M	44	84%
Sanctuary Financial Planning, LLC	Very High $2.3M	$100M	44	82%
Redbud Advisors	Very High $5.9M	$350M	59	97%
Chimera Wealth	Very Low $370K	$16M	45	20%
Comprehensive Wealth Solutions, LLC	Very High $6.2M	$370M	60	55%
Filigree Wealth Advisors, LLC	Very High $4.6M	$210M	45	60%
Flourish Financial Planning	Low $550K	$33M	60	22%
Mighty Oak Management LLC	Very Low $330K	$15M	45	53%
Rahlfs Capital, LLC	Very High $10M	$150M	15	100%
BXM Wealth LLC	Very High $3.8M	$230M	61	59%
Synchronous Wealth Advisors LLC	Very High $4.7M	$290M	61	100%
Cooksen Wealth, LLC	Very High $4.5M	$210M	46	83%
Mar Wealth Management Services, LLC	Very High $2.5M	$110M	46	52%
Olsen Family Financial, LLC	Very Low $300K	$14M	46	0%
RDG Capital Management LLC	High $1.6M	$71M	46	46%
Catalyze Wealth Management	High $1.4M	$43M	31	58%
Cayside Partners	Very High $4.4M	$270M	62	100%
Coronado Investment Advisors, LLC	Low $490K	$15M	31	26%
Dickson Financial Group, LLC.	Very Low $210K	$6.5M	31	90%
Java Wealth Planning	Low $660K	$20M	31	26%
Pursue Wealth Partners, LLC	Very High $7M	$220M	31	84%
Total Wealth Partners	High $1.1M	$33M	31	74%
Town Lake Capital Management	High $1.6M	$51M	31	68%
Upstream Financial Advisors LLC	Typical $830K	$26M	31	23%
Beacon Financial Advisors	Very High $4.5M	$210M	47	81%
Decca Private Wealth Management, Inc.	Very Low $150K	$7M	47	9%
Real Wealth Planning	Typical $790K	$37M	47	23%
The Wealth Conservancy, Inc.	Very High $5.1M	$240M	47	45%
Accession Partners LLC	Very Low $0	$0	16	100%
Black Capital Management, LLC	Very High $2.5M	$120M	48	69%
Curran Financial Partners, LLC	Low $640K	$20M	32	28%
Estes Financial Services, Inc.	Very Low $150K	$4.8M	32	31%
Inspired Financial Planners	Very High $2.2M	$71M	32	41%
Maclendon Wealth Management, LLC	Very High $4M	$130M	32	69%
McMillan Analysis Corporation	Low $490K	$23M	48	60%
Mcmillen & Company, Inc.	Very High $2.5M	$81M	32	31%
Western Pacific Wealth Management, LP	Very High $6.4M	$200M	32	53%
Wolfson Wealth Management	Low $660K	$21M	32	16%
Consolidated Financial Management Corp.	—	—	65	0%
Financial Planning HQ, LLC	—	—	49	0%
Unique Financial Advisors LLC	High $1.5M	$74M	49	53%
Arcvest, LLC	Very High $1.7M	$56M	33	61%
Foundry Wealth Advisors, LLC	Very High $2.5M	$160M	66	50%
Gordon Asset Management LLC	Very High $2.5M	$82M	33	85%
Investors Mosaic	Very High $5.6M	$190M	33	79%
North Haven Financial LLC	High $1.1M	$36M	33	67%
Poder Wealth Advisors	Very Low $370K	$12M	33	55%
Thales Investment Services, Inc.	Very Low $100K	$3.4M	33	0%
TWRU Private Wealth Management, LLC	Very High $2.4M	$79M	33	100%
M2 Capital Advisors	Very Low $380K	$19M	50	24%
Millares Asset Management, LLC	Very High $4.7M	$230M	50	70%
Texas Asset Management	High $1.3M	$65M	50	72%
Van Nostrand Wealth Management LLC	High $1.2M	$60M	50	58%
Vision Research, LLC	—	—	50	0%
Ajax Capital Advisors, Inc.	Low $490K	$33M	67	19%
Apricity Financial, LLC	High $1.4M	$94M	67	49%
21 West Wealth Management LLC	Very High $3.8M	$130M	34	82%
Arnold Weitz & Co	Very High $13M	$440M	34	35%
Columbus Wealth Management	High $1.1M	$36M	34	44%
Echelons Capital, LLC	Very High $4.6M	$160M	34	53%
EMC Capital Management, LLC	Very High $8.6M	$150M	17	100%
Fortiter Wealth Management, LLC	Very High $7.4M	$380M	51	88%
ISGAM US LLC	High $1.3M	$66M	51	33%
Legacy Wealth Management, LLC	Very High $6.5M	$440M	68	59%
Linch Financial, LLC	Typical $800K	$41M	51	45%
MRM Financial Advisors, LLC	High $1.2M	$62M	51	90%
Oberlin Wealth Partners, LLC	High $1.2M	$21M	17	76%
Partner Wealth	Very High $2.3M	$79M	34	53%
Portia Capital Management	Low $550K	$19M	34	24%
Tyton Wealth	Typical $840K	$28M	34	47%
White Pine Financial LLC	Typical $940K	$32M	34	50%
Centurion Counsel Inc	High $1.1M	$57M	52	0%
AG Asset Advisory, LLC	Very High $12M	$420M	35	94%
AIS Asset Management	Very Low $230K	$8.1M	35	0%
Birch Capital Management, LLC	Very High $6.7M	$230M	35	77%
Bright Angel Advisors LLC	Very High $6.4M	$220M	35	51%
East Horizon Investments	High $1.6M	$56M	35	49%
Mckeel Capital Management	Very High $1.8M	$63M	35	89%
Tilly, Inc.	Very Low $0	$0	35	0%
Wingate Capital Advisors LLC	Very Low $69K	$2.4M	35	0%
Crosswell Family Wealth Advisors	High $1.5M	$81M	53	94%
Envest Advisors, LLC	Very Low $140K	$7.3M	53	2%
New River Investments	Low $470K	$25M	53	17%
K&S Wealth Advisors, LLC	High $1.1M	$77M	71	56%
Northern Monarch Capital LLC	Low $570K	$41M	71	23%
VIM Wealth Management, LLC	Low $440K	$31M	71	70%
Vital Capital LLC	Typical $940K	$66M	71	21%
A. Gary Shilling & Co.	Very High $2.3M	$41M	18	100%
Alpha Wealth Strategies, LLC	Very High $6.1M	$220M	36	92%
Axion Financial Group LLC	High $1.3M	$47M	36	83%
Bellwether Capital Management LLC	Typical $1M	$36M	36	81%
CIRRUS CAPITAL MANAGEMENT, LLC	Typical $710K	$26M	36	33%
CJC Wealth Management	High $1.3M	$92M	72	43%
Codex Capital Asset Management, L.L.C.	Very High $16M	$290M	18	100%
Dorsey Wealth Management, LLC	High $1.6M	$58M	36	44%
Evolve Investing LLC	Very High $1.9M	$67M	36	42%
Generous Wealth Management	Typical $770K	$55M	72	72%

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