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 %
Herrington Wealth Management Corporation	Typical $1M	$37M	36	31%
ImpactAdvisor LLC	High $1.3M	$69M	54	59%
Independence Wealth Group	Very Low $86K	$4.7M	54	0%
Lifestyle Planning, LLC	Typical $690K	$43M	57	22%
Nautical Star Financial Group LLC	Low $620K	$45M	72	32%
RBG Wealth Advisors LLC	Very High $2M	$150M	72	64%
Orion Wealth Management LLC	Very Low $230K	$16M	73	30%
Tremont Street Advisors, LLC	Typical $830K	$61M	73	18%
Vista Finance, LLC	Very High $3.6M	$260M	73	79%
Evolve Wealth Advisors LP	Typical $930K	$51M	55	65%
Ideology Wealth Advisors, LLC	High $1.6M	$90M	55	82%
Ithaka Financial Planning, LLC	High $1.7M	$92M	55	55%
Wrwco, LLC	Very High $1.8M	$100M	55	62%
Blend Wealth	Typical $750K	$55M	74	23%
Haywood Wealth Management	Very Low $310K	$11M	37	0%
Heller Private Wealth	Very High $2.2M	$80M	37	35%
Holland Investment Management, Inc.	Very High $1.7M	$64M	37	59%
M Stevens Wealth Advisors, LLC	Very Low $190K	$7.1M	37	8%
Next Bloom Wealth	Typical $770K	$28M	37	24%
Penbrook Management LLC	Very High $2M	$150M	74	50%
Eagle Point Capital LLC	Very Low $370K	$21M	56	34%
Mint Asset Management LLC	High $1.1M	$62M	56	45%
WSA Affiliates, LLC	Very Low $0	$0	56	18%
Life Balance Financial	—	—	75	0%
Black Arrow Capital LLC	Typical $1M	$38M	38	32%
Chartmark Investments, Inc.	Typical $1M	$76M	76	21%
Datalign	—	—	38	0%
Fowler Financial Management	Typical $880K	$33M	38	32%
Haron Capital Management, LLC	High $1.2M	$44M	38	100%
Hayden Harper Wealth Advisory, LLC	Very High $2M	$150M	76	45%
Kala Capital	Very Low $330K	$25M	76	7%
Lloyds Intrepid Wealth Management	High $1.6M	$61M	38	55%
McMillan Capital Management, LLC	Very High $2.5M	$94M	38	100%
Ocotillo Wealth Management LLC	Low $420K	$16M	38	0%
Potomac Wealth Management LLC	High $1.3M	$48M	38	71%
Southwestern Money Management LLC	Very High $2.5M	$48M	19	100%
Steward Inc.	Very High $1.7M	$66M	38	42%
Journey Financial Management, LLC	Typical $750K	$58M	77	29%
SFC Financial LLC	Very High $2.7M	$210M	77	52%
BF/Anderson	Low $650K	$38M	58	28%
Kris Lewicki & Associates, LLC	High $1.5M	$89M	58	36%
Nashional Investments	Very Low $280K	$16M	58	0%
IWR Advisors	High $1.3M	$50M	39	59%
McKenna Capital, Inc.	Very High $1.8M	$69M	39	59%
Premier Financial Planning, Inc.	High $1.3M	$50M	39	38%
Red Tortoise	Very High $4.3M	$340M	78	73%
Re Envision Wealth	High $1.1M	$87M	78	37%
Renew Family Wealth	High $1.2M	$97M	78	23%
Signet Private Wealth, LLC	Very High $2.3M	$180M	78	47%
Thomas Story and Son LLC	Very High $8.3M	$320M	39	72%
ClearPath Capital Partners LLC	Very High $2.7M	$160M	59	85%
Summit Hill Wealth Management, LLC	Very High $2.4M	$140M	59	58%
Theory Planning Partners	Low $560K	$33M	59	8%
Innovative Wealth Management	Very Low $96K	$7.5M	79	6%
Process Design Capital Management LLC	Typical $990K	$78M	79	33%
Sage Investment Counsel	Very High $2.1M	$160M	79	42%
Baucom Wealth Management LLC	Very Low $240K	$4.7M	20	30%
Beacon Advisors	Very High $7.6M	$460M	60	65%
Crestview Wealth Management, LLC	Typical $820K	$33M	40	20%
Daniels & Erickson Financial Advisors, LLC	Very High $3.3M	$200M	60	75%
HScore Advisors LLC	Very Low $350K	$6.9M	20	80%
Leeb Capital Management, Inc.	Very High $1.8M	$110M	60	58%
Legacy Folios	High $1.2M	$70M	60	33%
Matrix Private Wealth Management Inc.	Very Low $270K	$11M	40	13%
Powerhouse Assets LLC	Very High $2.8M	$170M	60	80%
Preserve Private Wealth, LLC	Very High $2.2M	$88M	40	88%
Prudent Prospera Planning, Inc.	—	—	40	0%
Sentinel Wealth Inc	Very High $1.7M	$34M	20	45%
Shade Tree Partners LLC	Low $630K	$38M	60	0%
Springwater Advisors, LLC	High $1.2M	$47M	40	100%
Triad Investment Management, LLC	Very High $2.7M	$110M	40	63%
Versatile Capital Management L.L.C.	Very High $3.1M	$130M	40	75%
White River Investments	Low $590K	$24M	40	20%
Zaki Financial LLC	Very Low $170K	$6.9M	40	20%
Atlantis Investment Coaching, LLC	Very Low $0	$0	61	20%
Strategic Financial Planning, Inc.	Very High $3.6M	$220M	61	74%
Alikos Wealth Management, LLC	Very High $2.3M	$93M	41	49%
EGP Wealth Management, LLC	Low $470K	$39M	82	18%
Iron Oak Capital Management	Very Low $320K	$13M	41	0%
Krehbiel Financial LLC	High $1.4M	$59M	41	56%
Pelion Investment Advisors, Inc.	High $1.5M	$61M	41	71%
Veritas Wealth Partners, LLC	Very High $3.1M	$130M	41	78%
VIE INVEST, LLC	High $1.2M	$50M	41	68%
Safe Future Wealth Partners LLC	Very Low $160K	$10M	62	0%
Xpotential Inc.	High $1.1M	$68M	62	61%
Regent Wealth Management, Inc.	Typical $910K	$76M	83	29%
Silicon Private Wealth, LLC	Very High $2.1M	$170M	83	57%
Barton Advisory Services, L.L.C.	Very High $2.4M	$99M	42	52%
Blueprint Investing LLC	Very High $10M	$440M	42	100%
Bridgford Wealth Advisory, LLC	Very Low $340K	$14M	42	26%
CochranMickels Retirement Specialists, LLC	Typical $720K	$30M	42	21%
Composure Wealth Management, LLC	Very High $2M	$83M	42	48%
Fifth Set Private Wealth Management LLC	Very High $2.5M	$160M	63	70%
Fleishel Financial Associates, Inc.	—	—	63	0%
QCI Partners LLC	Very High $1.9M	$80M	42	52%
Thryve Wealth Management	Very High $3.5M	$290M	84	69%
USA Asset Management, LLC	Typical $750K	$32M	42	67%
Viden Arbor Capital	Very High $9.7M	$200M	21	52%
WPA Family Office, LLC	Very High $8.3M	$180M	21	100%
Yarash Global Solutions Inc.	Very Low $140K	$3M	21	0%
Clark Wealth Strategies, Inc	Low $610K	$52M	85	18%
Cogent Private Wealth	Very High $2.2M	$190M	85	55%
Zenith Wealth Advisors	Very High $3.2M	$270M	85	61%
Cedar Wealth Management	Very High $4.2M	$270M	64	77%
Mundoval Capital Management, Inc.	Typical $870K	$56M	64	44%
Attainable Wealth	High $1.1M	$46M	43	44%
Beale Healy Investment Advisors Inc	Very High $2.4M	$100M	43	84%
Cravens Brothers Private Wealth Management LLC	Very High $3.2M	$140M	43	44%
Elite Life Management LLC	Very High $1.7M	$150M	86	17%
GCB Private Wealth	Typical $800K	$34M	43	33%
GlassBead Capital Management LLC	Very High $3.2M	$140M	43	100%
Grey Rhodes Advisors, LLC	Typical $1M	$44M	43	0%
Harvester Wealth, LLC	High $1.3M	$55M	43	88%
Huff Wealth Management LLC	Typical $970K	$41M	43	67%
One Brick Planning & Consulting, LLC	Low $670K	$29M	43	44%
Pile Wealth Management	Very High $1.9M	$170M	86	22%
SeedSafe Financial LLC	High $1.5M	$130M	86	56%
Trio Wealth Management, LLC	High $1.6M	$130M	86	57%
Legacy Investment Advisors, LLC	Low $460K	$30M	65	11%
AIM Advisory Group, LLC	Low $480K	$21M	44	27%
AKPRIDE Financial Services	Low $560K	$25M	44	20%
Brown and Brown Financial Services, Inc.	Very High $2.1M	$91M	44	75%
Concert Financial Planning, LLC	Low $650K	$29M	44	34%
Elevate Planners	Low $590K	$26M	44	27%
Fountain Financial Group, Inc.	Low $580K	$38M	64	12%
Integrity Road Wealth Partners LLC	Very High $1.9M	$130M	66	64%
Isler Wealth Management, LLC	Typical $960K	$42M	44	30%
Monocacy Wealth Management, LLC	Low $520K	$34M	66	38%
Optimal Wealth	Very High $2M	$89M	44	57%
Redfish Capital	Typical $860K	$76M	88	23%
Tollefson and Company Investment Management LLC	Very High $5M	$110M	22	100%
Life, Inc. Retirement Services	Very Low $210K	$19M	89	0%
Bowen Financial Services, LLC	Very High $2.9M	$190M	67	75%
Custos Family Office LLC	Very High $4.7M	$320M	67	69%
MC Financial Services, Inc.	Typical $1M	$69M	67	0%
Capital Assets Planning Incorporated	—	—	45	0%
Custom Wealth Solutions	Low $580K	$26M	45	0%
Eddy Financial, LLC	High $1.4M	$62M	45	40%
Genuine Wealth Advisors, LLC	Very High $1.7M	$76M	45	31%
Granite Capital Wealth Management LLC	Low $670K	$30M	45	100%
Kennon-Green & Co.	Very High $1.9M	$170M	90	59%
Legend Private Wealth, LLC	High $1.6M	$71M	45	67%
Seasonal Strategy	High $1.5M	$66M	45	64%
Tieton Capital Management	Very High $2.8M	$130M	45	31%
Twin Robins Capital	Typical $730K	$33M	45	27%
Ubequity Wealth Management, LLC	High $1.1M	$50M	45	38%
Lionsbridge Wealth Management LLC	Very High $1.8M	$120M	68	60%
The Hendrickson Advisory Group, Inc.	—	—	68	0%
Upstart Wealth Management, LLC	Very High $4.2M	$380M	91	67%
Zeches Wealth Management	Typical $1M	$91M	91	34%
Arimathea	Typical $800K	$18M	23	0%
Dorfman Value Investments LLC	Typical $700K	$32M	46	28%
Guideway Financial, LLC	High $1.5M	$68M	46	83%
Guiding Wealth Management, LLC	Typical $860K	$59M	69	29%
Innovate Wealth	Very High $2M	$90M	46	35%
Inside Edge Capital Management, LLC	Typical $960K	$44M	46	46%
Jackson Private Wealth Management, Inc.	Very Low $350K	$16M	46	22%
King Financial	Typical $1M	$71M	69	86%
Maiden Cove Capital	Very High $2.7M	$120M	46	100%
Padden Financial Planning LLC	—	—	46	0%
Palmer Wealth Management LLC	Typical $940K	$43M	46	28%
Root Wealth Management	Typical $720K	$33M	46	52%
Stableford Capital LLC	Very High $3.2M	$300M	92	54%
Washington Square Capital Management LLC	Very High $2M	$90M	46	43%
Forest Park Capital LLC	Low $690K	$48M	70	14%
JM2 Capital Inc.	Very High $2.8M	$200M	70	59%
K2 Wealth Management LLC	Very High $1.7M	$120M	70	100%
NEOKAI Capital	Low $620K	$43M	70	41%
Strong Bridge Advisors LLC	Typical $880K	$62M	70	97%
Balancing Life Financial Planning	Very Low $410K	$19M	47	0%
Concordia Wealth Management, LLC	Very High $3.3M	$160M	47	85%
Lane Generational LLC	Very High $2.5M	$120M	47	68%
Lentz Advisors	Typical $840K	$39M	47	55%
Prime Capital Equities LLC	High $1.1M	$50M	47	30%
Steadfast Financial Services	High $1.3M	$61M	47	53%
Sunbeam Capital Management, LLC	Very High $8.7M	$410M	47	100%
The Sher Wealth Management Group	Very High $2.7M	$120M	47	72%
Trinsic Capital, LLC	Very High $1.8M	$83M	47	53%
Cypress Asset Management Inc	Very High $3.9M	$280M	71	83%
Elevate Wealth Advisors, LLC	Very Low $270K	$19M	71	15%
K&H Wealth Partners	Typical $890K	$63M	71	38%
Open Range Financial Group, LLC	High $1.1M	$77M	71	38%
1836 Asset Management, LLC	Very High $8.1M	$390M	48	100%
5280 Capital	Low $680K	$33M	48	23%
ACE Wealth Management LLC	Very Low $300K	$14M	48	31%
A & L Financial Services, LLC	Typical $750K	$54M	72	18%
Asymmetric Advantage Capital Management, LLC	High $1.1M	$51M	48	46%
Bassam Wealth Management, LLC	Very High $8.7M	$210M	24	100%
Compass Planning Associates, Inc.	Very High $3M	$210M	72	92%
Drum Hill Capital, LLC	Very High $2.7M	$190M	72	60%
Forem Investments LLC	High $1.3M	$61M	48	69%
Gqo Investment Advisors, Inc.	Typical $830K	$20M	24	29%
Hill Country Kingdom Advisors	Very Low $210K	$10M	48	25%
Keen Capital, Ltd	High $1.5M	$150M	96	50%
Merit Advisors, Inc.	Very Low $350K	$33M	96	7%
Miner Wealth Management	Typical $770K	$37M	48	27%
Mission Advisors, LP	Typical $840K	$20M	24	46%
Origin Wealth Advisers	Very High $1.7M	$81M	48	77%
Tackett Wealth Management, LLC	High $1.4M	$65M	48	60%
Tenere Financial	Very High $1.7M	$81M	48	2%
Wold Financial Group	Very High $2.5M	$180M	72	43%
M&A Wealth	Very Low $170K	$16M	97	35%
Soar Financial LLC	Very Low $150K	$15M	97	3%
Illuminate Wealth Management	Very High $2.3M	$170M	73	49%
LCR Wealth Management LLC	Very High $2M	$150M	73	59%
Desla Wealth Management	Low $670K	$33M	49	29%
Emancipare Investment Advisors	Very Low $0	$0	49	0%
Fairway Capital Advisors	High $1.4M	$67M	49	59%
Hawkins Investment Counsel, LLC	Very High $1.7M	$170M	98	51%
Inkwell Capital	High $1.5M	$74M	49	59%
Live Oak Wealth Advisory Group, LLC	High $1.6M	$160M	98	33%
Longhouse Wealth Management	Very Low $140K	$7.1M	49	39%
Redstone Advisors Inc	Very High $2.7M	$260M	98	67%
Shepherd Street Advisors	Very High $2.6M	$130M	49	78%
Turning Point Advisors, LLC	Typical $870K	$43M	49	24%
VergePointe Wealth Management, LLC	Very High $2.2M	$220M	98	82%
Contour Financial	Typical $970K	$71M	74	0%
Ellerbrock-Norris Wealth Strategies LLC	Very High $2.1M	$160M	74	53%
Fairway Asset Management, LLC	Typical $930K	$69M	74	15%
Global Kandor Advisors, LLC	Very High $6.5M	$480M	74	70%
Adams-Hansen & Associates	Typical $840K	$63M	75	21%
Apricus Wealth LLC	Very High $3.4M	$340M	100	79%
Firebrand Wealth Management, LLC	Typical $790K	$79M	100	21%
Frankly Finances	Very High $8.1M	$200M	25	84%
Jade & Cowry LLC	High $1.3M	$65M	50	50%
Keel Wealth Management, LLC	Very High $9.4M	$220M	23	60%
KWS Advisory Group, LLC	Very Low $91K	$9.1M	100	0%
Masterpiece Capital, LLC	Very High $4.2M	$110M	25	76%
New Horizon Retirement Advisors	Very Low $210K	$10M	50	0%
Optimum Capital Strategies	Low $670K	$34M	50	30%
Polley Wealth Management LLC	Very Low $380K	$19M	50	20%
Season Investments, LLC	High $1.5M	$110M	75	49%
South Bay Financial Partners	Very High $2.3M	$110M	50	54%
SunStreet Securities, LLC	Very Low $130K	$6.5M	50	22%
Tenacity Private Wealth	Typical $810K	$41M	50	26%
The Astorino Financial Group, Inc.	—	—	50	0%
Vantage Wealth Management LLC	Typical $1.1M	$53M	50	100%
Cornerstone Financial Management LLC	High $1.6M	$170M	101	49%
Taber Asset Management L.L.C.	Typical $1M	$100M	101	100%
Arthur Stein Financial, LLC	Very High $1.9M	$140M	76	76%
Ashford Investment Advisors	Typical $1M	$80M	76	32%
Seaborn Financial, LLC	Very High $2M	$150M	76	64%
Sky Vision Wealth Management Corp.	Low $590K	$45M	76	21%
Aligned Advisors	Low $440K	$22M	51	100%
Auerbach Investment Services, LLC	Very High $2.5M	$130M	51	67%
Bona Fide Finance	Very Low $310K	$16M	51	16%
Capital Management Advisors LP	High $1.3M	$67M	51	65%
Champion Advisors LLC	Very High $2.7M	$140M	51	39%
FB Advisory Services, LLC	Very Low $170K	$8.6M	51	0%
Midway Capital Research & Management LLC	High $1.6M	$84M	51	57%
Naylor & Company	Typical $1M	$100M	102	42%
Onitus Capital, LLC	Very Low $120K	$6.4M	51	35%
Pierce Wealth Partners, Inc.	High $1.3M	$69M	51	71%
Prosper Private Wealth	Very High $3M	$150M	51	63%
Grace Capital Management, LLC	Typical $950K	$73M	77	30%
OPPOQUEST	Low $540K	$42M	77	43%
Profusion Private Wealth	Very High $2.3M	$180M	77	64%
QVG, LLC	High $1.2M	$92M	77	52%
SG Wealth Managers LLC	Low $500K	$38M	77	42%
TruePath Financial Planning	Low $480K	$37M	77	17%
BHK Securities, LLC	High $1.2M	$130M	103	59%
77 Financial Group	Very Low $350K	$27M	78	0%
Cauble & Harre Wealth Management, Inc.	Very High $2.8M	$300M	104	63%
CIG Asset Management, Inc.	Very High $2M	$160M	78	58%
Cornerstone Investment Services	Typical $790K	$62M	78	23%
Enspire Wealth Management, LLC	Very High $2.1M	$110M	52	56%
Gouws Capital LLC	Very High $4M	$210M	52	77%
Meddent Solutions	High $1.1M	$28M	26	100%
Point Bridge Capital, LLC	Very High $9.1M	$240M	26	100%
Saint Francis Capital	Low $470K	$36M	78	15%
Taursas Investments	Typical $730K	$38M	52	27%
Westfield Wealth Management, LLC	High $1.2M	$92M	78	41%
Fortify Wealth, Inc.	High $1.5M	$110M	79	41%
Fyooz Financial Planning	Typical $750K	$59M	79	47%
323 Wealth Management, LLC	Very High $2M	$110M	53	64%
Birchwood Capital	Very High $2M	$110M	53	57%
DBA Generational Wealth Strategies	Typical $800K	$43M	53	26%
Figtree Financial Advisors, LLC	Low $610K	$32M	53	38%
Hampton Park Financial Planners	Very Low $370K	$20M	53	32%
Jersey Shore Portfolio Management, LLC	Low $420K	$23M	53	23%
Walsh Advisors	High $1.5M	$79M	53	38%
West End Wealth Management, LLC	Very High $3.2M	$170M	53	62%
WWA Planning & Investments	Typical $990K	$110M	106	37%
Honu Wealth Management	Very High $1.8M	$150M	80	65%
Jackson & Associates, Inc.	High $1.2M	$93M	80	56%
Sterling Wealth Advisors, Inc.	Very High $2.8M	$220M	80	63%
Thompson Capital Management, LLC	High $1.1M	$90M	80	86%
Alta Strada Wealth Management	Typical $980K	$53M	54	41%
Ark Royal Wealth Management LLC	Very High $1.9M	$160M	81	64%
A V Capital Management, LLC	High $1.1M	$59M	54	63%
Beach Cities Wealth Management, LLC	Very High $2M	$110M	54	83%
Carl Domino Inc.	High $1.2M	$66M	54	35%
Clientfirst Wealth Management, LLC	Very High $5.6M	$300M	54	83%
Downshift Financial	Very High $2.7M	$210M	81	100%
Farnam Financial	Very High $2M	$160M	81	73%
Florin Group, LLC	Typical $980K	$79M	81	27%
Fortitude Financial Planning LLC	High $1.1M	$60M	54	46%
Gump and McHugh Asset Management	High $1.1M	$58M	54	41%
Hermosa Wealth Management	Low $450K	$24M	54	24%
Inflection Financial	Very High $3.7M	$200M	54	72%
Olive Wealth Management	High $1.6M	$84M	54	69%
Peterson Rogers Private Wealth, LLC	Very High $1.9M	$150M	81	100%
Setarcos Wealth Advisors LLC	Very High $2.1M	$110M	54	74%
Strada Wealth Management, LLC	High $1.1M	$31M	27	78%
TAG Wealth Advisors	Very Low $300K	$16M	54	31%
The Summit Group	Very Low $300K	$16M	54	4%
The Table Financial Planning LLC	Low $530K	$57M	108	9%
Value Monitoring, Inc	Typical $790K	$43M	54	52%
Vannoy Advisory Group, Inc.	Very High $3.2M	$170M	54	89%
Journey Beyond Wealth	Very High $2.3M	$250M	109	47%
Vistica Wealth Advisors, LLC	Very High $2M	$220M	109	61%
Paradigm Advisors, LLC	High $1.6M	$130M	82	50%
Plan & Act	Typical $780K	$64M	82	17%
Ahara Advisors	Very High $3.4M	$190M	55	100%
Flagstone Financial Advisors, Inc.	High $1.5M	$82M	55	45%
Incline Investment Advisors, LLC	Typical $830K	$92M	110	51%
Integrity Financial Strategies	Low $430K	$24M	55	24%
Integrity Wealth Management	Typical $700K	$77M	110	10%
Nav Wealth Partners	Low $690K	$38M	55	13%
Osbon Capital Management, LLC	Very High $3.7M	$200M	55	100%
Plan Ahead Financial Management, Inc.	High $1.2M	$64M	55	49%
Prosperity Wealth Strategies LLC	Very High $1.7M	$95M	55	45%
Schultz Financial Group Incorporated	Very High $1.9M	$210M	110	52%
The Goodland Group	Low $650K	$71M	110	70%
Cela Wealth Management	Typical $700K	$58M	83	19%
Strategic Wealth Advisors, LLC	Very High $2.9M	$320M	111	68%
Benold Financial Planning	Very High $2.2M	$120M	56	66%
Capview Advisors, LLC.	High $1.5M	$42M	28	100%
Clemensen Capital Company LLC	Low $590K	$67M	112	32%
Essential Partners LLC	Very High $6.4M	$360M	56	100%
Fryar Financial	Very Low $260K	$15M	56	4%
Hutchison Whitehead Wealth Management	Typical $810K	$90M	112	31%
JMJRG, Inc. dba Strategic Wealth Management Group	Very Low $220K	$12M	56	13%
Kanan Advisors	Typical $910K	$51M	56	34%
Liberated Investor Advisors, LLC	Very Low $160K	$9.1M	56	2%
Manuka Financial	Very High $3.9M	$220M	56	89%
McDonald Capital Management, Inc.	Very High $1.8M	$99M	56	59%
Providers & Families Wealth Management	Very Low $140K	$7.7M	56	2%
Robinson Value Management, Ltd.	Very High $3.6M	$200M	56	79%
Sage Wealth Advisory	High $1.6M	$88M	56	57%
The Rosamond Financial Group Wealth Management, LLC	High $1.2M	$65M	56	36%
Tidecrest Wealth Management, LLC	Very High $2.4M	$200M	84	81%
BPP Wealth Solutions, LLC	Very High $2.2M	$250M	113	64%
Integra Financial, Inc.	High $1.1M	$120M	113	27%
Brooklyn Plans LLC	Very Low $240K	$20M	85	5%
Creative Resources Investment Advisors LLC	Very Low $200K	$17M	85	24%
DeWitt Capital Management	High $1.4M	$120M	85	27%
Graeter Wealth Advisors, LLC	High $1.2M	$100M	85	35%
Seek First Inc.	Very High $2.9M	$250M	85	74%
Bonwell Capital Management, LLC	Very High $1.8M	$100M	57	35%
Connecticut Capital Management Group, LLC	Very High $2.2M	$250M	114	46%
Focus Point Capital LLC	High $1.1M	$63M	57	100%
Hawley Advisors	High $1.3M	$72M	57	42%
LMPG Wealth Advisors, LLC	Very High $2.3M	$130M	57	75%
Next Step Financial Transitions	Very Low $180K	$10M	57	12%
Rechter Wealth Management, LLC	Very High $2.3M	$130M	57	65%
Copia Wealth Management Advisors, Inc.	Very Low $230K	$20M	86	2%
CS Tomasi Wealth Management	High $1.2M	$100M	86	33%
Peregrine Investment Advisors, LLC	Very High $3.8M	$330M	86	57%
Strategic Financial	Very Low $0	$0	86	80%
Asempa Wealth Advisors	Very High $2.7M	$230M	87	92%
Balanced Investment Advisors, LLC	Typical $710K	$41M	58	28%
Bethesda Financial Advisors, LLC	High $1.5M	$84M	58	47%
Broyhill Asset Management, LLC	High $1.1M	$100M	87	90%
Coast Bridge Capital	Very Low $270K	$16M	58	24%
Integra Wealth Advisors, LLC	Very High $2M	$110M	58	64%
Latitude Investment Group	Very Low $73K	$6.3M	87	0%
Lyons Investment Management	Very High $1.9M	$56M	29	48%
Sherwood Financial Partners, LLC	Very High $2.9M	$260M	87	45%
Sundial Wealth LLC	Very High $2.2M	$130M	58	88%
Thompson Creek Wealth Advisors	Typical $730K	$43M	58	62%
Utopia Wealth Management, LLC	Very High $4.2M	$250M	58	67%
Virji Investments, Inc.	Low $580K	$34M	58	12%
Weisberg Capital Management	Very Low $180K	$11M	58	19%
Athos Private Wealth LLC	High $1.6M	$190M	117	64%
Carrington Advisors, LLC	Typical $910K	$110M	117	24%
Five Oceans Advisors	Very High $3.8M	$450M	117	63%
9I Capital Group LLC	Low $540K	$48M	88	26%
Alteris Capital Partners, LLC	High $1.3M	$120M	88	17%
First Financial Services, LLC	High $1.1M	$100M	88	42%
Lewis Financial Management, LLC	Very High $3.8M	$340M	88	97%
Motive Wealth Advisors, LLC	Very High $4.1M	$360M	88	66%
Piedmont Capital Management, LLC	Very High $3.8M	$330M	88	65%
4-C Personal Wealth Management Consultants, LLC	High $1.7M	$98M	59	56%
CMH Wealth Management	High $1.4M	$85M	59	71%
Marathon Financial Group	Very High $2.6M	$310M	118	73%
Radiant Wealth Planning	Very Low $250K	$15M	59	0%
Repex Investment Management Co., Inc.	Typical $930K	$55M	59	29%
Respire Wealth Management, LLC	Very Low $140K	$8M	59	3%
Sierra Hotel Financial LLC	Low $410K	$24M	59	14%
Strong Wealth	Very Low $410K	$24M	59	27%
West Arbor Solutions, LLC	Very Low $400K	$24M	59	17%
103 Advisory Group	Very High $2.9M	$260M	89	45%
Aureum Wealth Management, LLC	Very High $1.7M	$150M	89	47%
Cove Wealth Management	Very High $2.1M	$190M	89	55%
Caleo Capital N.A. LLC	Typical $910K	$110M	119	8%
Define Financial, LLC	Very High $2.3M	$270M	119	72%
August Wealth Group, Inc.	Typical $790K	$48M	60	5%
Barnstone Advisors LLC	Very High $2.5M	$220M	90	37%
Benchmark Financial, LLC	High $1.5M	$130M	90	72%
Blue Cypress Wealth Management, LLC	Very Low $250K	$15M	60	17%
Catalyst Investment Management LLC	Very High $2.2M	$130M	60	58%
Demand Wealth	Very High $2.7M	$160M	60	65%
Directional Advisors	Low $480K	$43M	90	14%
FinSym Partners, LLC	Very High $2.1M	$190M	90	51%
Goldfinch Financial, Inc.	—	—	30	0%
Highmark, LLC	Typical $990K	$60M	60	62%
Illumine Investment Management, LLC	Very High $2.1M	$190M	90	32%
Legacy Family Office, LLC	Very High $2.1M	$64M	30	87%
Marathon Capital Management, LLC	High $1.2M	$70M	60	33%
Planful Finance LLC	Typical $890K	$54M	60	33%
Plutus21 Capital Management, L.L.C	Very Low $45K	$2.7M	60	100%
Pysnik Financial, LLC	Typical $750K	$45M	60	37%
Reppond Investments, Inc.	Low $490K	$44M	90	18%
Thomas Wright Asset Management, Inc.	Very High $11M	$330M	30	100%
Thompson Wealth Management, Inc.	—	—	30	0%
Trinity Financial Planning	Very High $1.7M	$100M	60	53%
Willkate Wealth Management, LLC	High $1.4M	$41M	30	33%
Yendrey Wealth Management LLC	Very Low $180K	$11M	60	0%
Omega Wealth Management LLC	Very High $2.5M	$310M	121	80%
Align Financial Advisors, LLC	Typical $800K	$73M	91	32%
LTG Capital LLC	High $1.6M	$140M	91	33%
Open Window Financial Solutions, Ltd.	Very High $2.8M	$250M	91	71%
Symphony Retirement Partners LLC	Very Low $400K	$36M	91	37%
Three Oaks Wealth	Typical $850K	$78M	91	51%
Cypress Path Capital, LLC	High $1.3M	$80M	61	70%
Heritage Financial Advisory, LLC	Very Low $310K	$19M	61	11%
LiftPoint Family Wealth Advisors, LLC	Very High $3M	$180M	61	74%
Manhattan Wealth Management Group	Low $640K	$39M	61	20%
NorthStar Wealth Management, Inc.	High $1.4M	$85M	61	41%
Private Group Wealth Management, LLC	Low $490K	$30M	61	57%
Rockingstone Advisors	Very High $4.6M	$280M	61	89%
Stewards Advisory Services	Typical $1M	$62M	61	46%
Sucre'-Vail Wealth Advisors	Typical $900K	$55M	61	25%
Trillium Square Advisors LLC	Typical $710K	$43M	61	57%
Cove Private Wealth, LLC	Very High $4.9M	$450M	92	100%
Jupiter Wealth Management, LLC	Very High $4.3M	$400M	92	64%
Collar Capital Management, LLC	High $1.4M	$170M	123	41%
ABG Financial Services, Inc.	Very Low $160K	$9.8M	62	3%
Agate Pass Investment, LLC	Very High $2.7M	$340M	124	73%
Brennan Capital Management LLC	Low $650K	$40M	62	23%
Brookline Wealth, LLC	Very High $4.7M	$140M	31	100%
Butler Financial Services	Very High $2.5M	$150M	62	71%
Capital South Wealth Management, LLC	Typical $760K	$95M	124	27%
Dallas Financial Advisors, LLC	Low $650K	$81M	124	1%
D. M. Brenner, Inc.	High $1.5M	$180M	124	44%
Forethought Planning LLC	—	—	62	0%
Genesis Advisors, LLC	Typical $800K	$99M	124	11%
Harding Financial Group	High $1.7M	$150M	93	47%
Hurley Wealth Management Group, Inc	Typical $960K	$30M	31	35%

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