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 %
Incomar Investments, LLC	High $1.5M	$92M	62	82%
Ironbridge Wealth Counsel, LLC	Very Low $0	$0	31	0%
Murray Securities, Inc.	Very High $1.7M	$100M	62	58%
Rexford Capital	Very High $2.4M	$150M	62	68%
Wave Wealth Management, LLC	Very High $2.2M	$130M	62	100%
Bull Oak Capital, LLC	Very High $2.1M	$260M	125	98%
Dorato Capital Management	High $1.5M	$140M	94	0%
Van Strum & Towne Inc	Very High $4.4M	$410M	94	81%
Broadwing Capital Advisors, Inc.	Very High $2M	$130M	63	76%
Clarity Capital Advisors, LLC	Very High $5.7M	$360M	63	87%
Family Steward Wealth Consulting®	High $1.7M	$100M	63	38%
Full of Grace Financial	Very Low $370K	$23M	63	17%
Interactive Wealth Advisors	High $1.4M	$91M	63	52%
Lang Asset Management, Inc.	Very Low $270K	$17M	63	0%
Malvern Capital Management	Very High $1.7M	$220M	126	49%
Oppenheimer + Close, LLC	Typical $740K	$93M	126	48%
Timberchase Financial, LLC	Very High $2.1M	$260M	126	74%
CIGX, LLC	Very Low $410K	$39M	95	13%
HMV Wealth Advisors, LLC	Very High $3.9M	$370M	95	55%
LoneTree Wealth Management	Low $500K	$47M	95	31%
ABW, LLC	Very Low $200K	$13M	64	9%
ANCAP Financial	Typical $950K	$61M	64	48%
Assured Advisory Group, LLC	Typical $840K	$81M	96	28%
Bennett Selby Investments, L.P.	Very High $3.5M	$330M	96	92%
Brazos Capital	Very High $3.2M	$100M	32	88%
CFG Wealth Management Services Inc	High $1.3M	$80M	64	64%
Madrid Wealth Management	High $1.7M	$210M	128	43%
MCS Family Wealth Advisors	Very High $2.5M	$160M	64	84%
Nobles & Richards Advisors, LLC	Very Low $270K	$34M	128	9%
Olimpio Neu & Associates, Inc.	Typical $920K	$59M	64	42%
Paladin Partners	Very High $2.8M	$180M	64	84%
Plan First Wealth LLC	High $1.5M	$140M	96	67%
Portland Investment Advisors, LLC.	Very Low $340K	$22M	64	27%
South Shore Capital Advisors, LLC	Very High $2.8M	$270M	96	68%
Texas Institutional Investment Management, LLC	Typical $900K	$58M	64	63%
The Change Advisory Group, LLC	High $1.2M	$75M	64	31%
The Sullivan Group	Typical $780K	$75M	96	29%
Trellis Wealth Advisors, LLC	Very High $3.7M	$480M	128	82%
Truman Wealth Advisors	Typical $960K	$93M	96	23%
Drumond Wealth Management	Low $460K	$59M	129	14%
Forza Wealth Management	Very High $3.2M	$410M	129	60%
Planning Works Advisory, Inc.	High $1.5M	$200M	129	65%
CS Advisors Inc.	High $1.2M	$110M	97	64%
Private Client Wealth Advisors, LLC	Low $420K	$41M	97	0%
Riley S. Crosbie Advisory, LLC	High $1.1M	$110M	97	78%
Round Table Investment Strategies, LLC	Typical $910K	$88M	97	36%
Tactical Wealth Partners	Very Low $140K	$13M	97	0%
Virtue Asset Management LLC	Very High $2.1M	$200M	97	79%
Argyle Capital Management, LLC	Very High $5.5M	$360M	65	72%
Barton Financial Group LLC	Very Low $380K	$25M	65	23%
Bridge Financial Strategies	High $1.4M	$90M	65	46%
Experience Your Wealth, LLC	High $1.3M	$84M	65	25%
Finwell, Inc.	Typical $730K	$94M	130	16%
Main Street Financial Group LLC	Very Low $280K	$18M	65	3%
Strategic Wealth Capital	Very High $3.6M	$230M	65	22%
Taylor Stephens, Inc.	Low $520K	$33M	65	46%
The Private Client Advisory Group, LLC	Low $450K	$58M	130	11%
Trinity Capital Management, LLC	Typical $840K	$55M	65	58%
Main Street Financial	Typical $730K	$71M	98	22%
Abernathy Group II LLC	Very High $2.3M	$76M	33	58%
Amazonite Investments LLC	Very Low $95K	$6.3M	66	0%
EDK Advisory	Typical $770K	$25M	33	67%
Great Path Planning	Very High $2.5M	$160M	66	83%
Griffin Family Partners, LLC	Very High $4.5M	$150M	33	55%
Gutierrez Wealth Advisory, LLC	Very High $2.4M	$320M	132	52%
Integrity Wealth Management, LLC	High $1.1M	$110M	99	32%
King Wealth Advisors, LLC	High $1.3M	$88M	66	48%
Mittelman Wealth Management	Very High $6M	$200M	33	100%
RGA Investment Advisors, LLC	Typical $850K	$85M	99	19%
Schutt Capital Management LLC	Low $610K	$40M	66	50%
Taurus Financial	High $1.3M	$85M	66	94%
Tenon Financial	Very High $3.2M	$320M	99	96%
TRG Capital Management, Inc.	Typical $720K	$96M	132	38%
Trinity Wealth Advisors LLC	Very High $2.1M	$270M	132	61%
North South Capital, LLC	Very Low $230K	$31M	133	12%
Taconic Advisors	Very High $1.9M	$250M	133	80%
Financial Architects, LLC	Very High $2M	$200M	100	61%
Footprints Asset Management & Research, Inc.	Low $420K	$42M	100	11%
Sila FInancial, LLC	High $1.2M	$120M	100	49%
YES Wealth Management	High $1.3M	$130M	100	36%
Aberle Investment Management LLC	High $1.2M	$77M	67	33%
Crescendo Wealth Group LLC	Very High $1.8M	$120M	67	1%
Envest Asset Management, LLC	Low $680K	$46M	67	19%
Fiduciary Trust Private Wealth Counsel LLC	Very Low $270K	$18M	67	10%
Lawson Kroeker Investment Management Inc	Very High $2.4M	$330M	134	68%
Lifetime Equity Investments LLC	Very Low $400K	$27M	67	1%
Marest Capital, LLC	Very High $3.5M	$230M	67	22%
Royal Road Wealth Partners, LLC	Very Low $170K	$11M	67	18%
Seawise Financial, Inc.	High $1.1M	$75M	67	21%
SimplyRich	Very High $6.6M	$440M	67	67%
Strategent Financial, LLC	Very High $2.8M	$370M	134	79%
World Market Advisors	High $1.1M	$71M	67	45%
Camelot Wealth Management, LLC	Low $660K	$66M	101	7%
Eagle Wealth Advisors	High $1.6M	$160M	101	31%
L&S Private Wealth, LLC	Typical $750K	$75M	101	27%
Integrated Wealthcare, LLC	High $1.4M	$190M	135	39%
Kirk Capital Advisors LLC	High $1.5M	$200M	135	58%
Bluestar Wealth Management	Very High $2M	$130M	68	50%
Brass Capital	High $1.1M	$76M	68	28%
Dean Wealth Management, LLC	Low $500K	$51M	102	15%
Dorado Wealth Management LLC	Very High $2.8M	$190M	68	9%
Faykus Financial, LLC	Low $530K	$18M	34	53%
Financial Decisions, LLC	Very High $2.3M	$320M	136	88%
Greenwich Creek Capital Management, LLC	High $1.4M	$98M	68	37%
Integrated Planning & Wealth Management, LLC	Typical $780K	$110M	136	24%
MacKay Financial Planning, LLC	Very High $2.2M	$150M	68	51%
Proactive Advisors, LLC	Typical $840K	$57M	68	31%
Strategy Cap, LLC	Typical $950K	$64M	68	49%
The Quick Group LLC	Very High $2.2M	$74M	34	100%
Toberman Becker Wealth, LLC	High $1.7M	$170M	102	64%
Veritas Financial Consulting LLC	High $1.3M	$86M	68	53%
White Aspen Capital LLC	Very Low $230K	$16M	68	12%
Advanced Financial Strategies Inc	Very High $1.8M	$250M	137	65%
Liberty Atlantic Advisors	High $1.3M	$180M	137	45%
Blodgett Wealth Advisors, LLC	Very High $2.3M	$240M	103	53%
Core Wealth Management, LLC	Very Low $300K	$31M	103	19%
Five Mile River Investment Management, LLC	Typical $830K	$85M	103	100%
Peak Capital Management, LLC	High $1.5M	$150M	103	29%
Align Wealth Management, LLC	Very High $1.7M	$120M	69	49%
Avid Planning	Typical $850K	$59M	69	35%
Chacon Diaz & Di Virgilio Wealth Management, LLC	Low $620K	$86M	138	21%
CRIS Capital, Ltd.	Very Low $270K	$18M	69	0%
Gates Pass Advisors, LLC	Very High $3M	$210M	69	91%
Hamsher Wealth Management, LLC	Very Low $140K	$9.4M	69	6%
Ryan Investments	Very High $1.9M	$270M	138	73%
Terra Nova Asset Management LLC	Very High $3.2M	$220M	69	84%
CayDen Wealth Management	Very Low $210K	$22M	104	9%
Beacon Financial Strategies Corp.	Very High $2.1M	$300M	140	69%
Bridgewater Advisory Group LLC	Typical $710K	$49M	70	33%
Bulwark Capital Corporation	Very High $2.1M	$150M	70	67%
Cornerstone Investment Management and Consulting, LLC	High $1.1M	$76M	70	39%
CrossGrain Family Investments, LLC	Very High $1.9M	$130M	70	77%
Cultivating Wealth	High $1.2M	$210M	175	37%
Haws Financial Planning LLC	Low $650K	$68M	105	0%
Hoskin Capital	Very Low $110K	$13M	47	13%
Keith McBride Financial Services Inc.	Very Low $400K	$28M	70	20%
Matriarch Wealth Management, LLC	Very High $3.6M	$250M	70	69%
Mercantile Investment Advisors	Very High $2M	$140M	70	40%
Mulholland & Kuperstock Asset Management, LLC	Low $680K	$48M	70	53%
Nest Financial LLC	Low $440K	$31M	70	14%
Nottinghill Investment Advisers, Ltd	Typical $760K	$53M	70	69%
Pandora Wealth, Inc.	Very High $2.7M	$280M	105	81%
Provident Financial Planning, LLC	Very High $2.4M	$170M	70	81%
Rainier Family Wealth, Inc.	Very High $2.9M	$300M	105	68%
Relic Wealth Management LLC	Very Low $59K	$4.1M	70	0%
Renew Wealth Management LLC	High $1.6M	$57M	35	100%
Schuler Wealth Planning LLC	Low $620K	$44M	70	7%
Sidoxia Capital Management, LLC	High $1.2M	$120M	105	43%
Sound Investment Management Inc	Very High $1.8M	$260M	140	30%
Tenet Retirement Services LLC	Typical $910K	$32M	35	40%
The McBride Group	Typical $690K	$73M	105	17%
Thrive Retirement Specialists	Very High $4.3M	$300M	70	100%
Trinity Neches	High $1.5M	$100M	70	49%
Washington Growth Strategies LLC	Very High $6.2M	$220M	35	51%
Arkenstone Financial, LLC	Low $630K	$90M	141	18%
3Roots Wealth Partners LLC	Typical $820K	$87M	106	23%
Campion Asset Management, LLC	Very High $1.9M	$200M	106	42%
Joseph Wealth Management, LLC	Very Low $76K	$8.1M	106	2%
Abundant Wealth Strategies	High $1.1M	$77M	71	27%
Brooktree Capital Management Inc.	High $1.6M	$110M	71	44%
CADE Group, Inc.	Typical $790K	$56M	71	31%
DGM Asset Management, L.L.C.	High $1.1M	$80M	71	66%
Goldenstone Wealth Management	Very High $2.5M	$180M	71	77%
Guide Rock Capital Management, Inc.	Low $570K	$40M	71	30%
Intrinsic Value Partners, LLC	Very High $3.1M	$220M	71	68%
Iron River Capital LLC	Low $640K	$91M	142	32%
James Curtis Financial And Insurance Services	High $1.4M	$99M	71	41%
JDM Financial Group LLC	Very High $2.5M	$350M	142	70%
J.F. Williams Co., Inc.	Very High $2M	$280M	142	35%
Lifetime Capital Planning Group LLC	High $1.2M	$85M	71	49%
Nottingham Wealth Partners, Inc.	Low $570K	$80M	142	11%
R & R Financial	Very Low $290K	$21M	71	15%
Chiper Wealth Management, LLC	High $1.2M	$130M	107	0%
Sound View Financial Advisors	Low $470K	$50M	107	13%
KeyVantage Wealth Advisors	Very High $2.4M	$340M	143	43%
Red Spruce Capital, LLC	Very High $1.8M	$260M	143	45%
Tessara Wealth	High $1.1M	$160M	143	40%
Brady Family Wealth, LLC	Very High $2.9M	$310M	108	61%
Cantu Tactical Wealth Management, Inc.	Typical $710K	$51M	72	0%
Echo Wealth Management, LLC	Very High $1.9M	$280M	144	53%
Horizons Planning Corporation	Low $570K	$82M	144	3%
Inland Financial Planning	Low $570K	$41M	72	13%
Kanos Capital Management, LLC	Very High $3.6M	$130M	36	47%
Lever Wealth Management	High $1.4M	$50M	36	61%
MarketTrend Advisors, Ltd.	Low $460K	$33M	72	31%
McClure Investment Management, LLC	Typical $900K	$65M	72	25%
Modern Financial Planning	High $1.6M	$120M	72	68%
Montage Financial Advisors	Very High $2.8M	$100M	36	81%
Optivest, Inc.	Very High $2.9M	$310M	108	52%
Quinley Stewardship LLC	Typical $720K	$26M	36	47%
Redwood Grove Wealth Management	Very High $2.1M	$150M	72	68%
Slayton Lewis Inc	Very High $4.4M	$320M	72	82%
Stinson Capital Management, LLC	High $1.5M	$55M	36	56%
Wise Stewardship Financial Planning, LLC	Typical $760K	$27M	36	25%
Backbone Planning Partners LLC	Typical $780K	$85M	109	24%
Combs Capital Partners	Low $660K	$72M	109	30%
Penney Financial	Very High $2.7M	$300M	109	88%
Shield Wealth Advisors	Low $630K	$68M	109	21%
Steward Advisors Group, LLC	Typical $780K	$85M	109	23%
Wisdom Planning Group	Typical $1M	$110M	109	20%
Castle Island Wealth	Typical $800K	$120M	146	23%
Client First Capital, LLC	Very High $3.7M	$270M	73	88%
Flatrock Wealth Partners LLC	Very High $5.7M	$420M	73	100%
FMI Financial, Ltd.	High $1.2M	$84M	73	62%
Hamilton Financial Planning LLC	Typical $840K	$61M	73	11%
Havaplan Financial	High $1.4M	$99M	73	33%
Monetary Management Group Inc	Very High $2M	$300M	146	77%
Peltoma Capital Partners	Very High $2.3M	$170M	73	66%
Sanders Retirement Planning LLC	Typical $850K	$62M	73	34%
Tri-Star Advisors, Inc.	Typical $760K	$56M	73	34%
Life Planning Partners, Inc.	Very High $3.2M	$350M	110	76%
Lifepoint Planning	High $1.5M	$160M	110	48%
Objective Capital Management, LLC	Very High $1.9M	$210M	110	65%
Amoretti Wollman Capital Management	Very Low $200K	$23M	111	11%
Capital Asset Advisors LLC	Low $570K	$42M	74	55%
Cathedral Square Capital	Very High $1.9M	$68M	37	46%
Cedarwood Wealth	Very High $1.9M	$210M	111	50%
Coho Advisory Services, LLC	Very Low $310K	$46M	148	5%
Kingdom Capital Advisors, LLC	Very Low $330K	$24M	74	42%
Lightcap Financial Group, LLC	Very Low $250K	$19M	74	47%
Mike Wolters & Associates, Ltd.	Very Low $260K	$19M	74	1%
Newell Wealth Management, LLC	Low $670K	$50M	74	26%
Northwest Criterion Asset Management, L.L.C.	Typical $750K	$56M	74	42%
Roserock Wealth Management, LLC	Very High $3.5M	$260M	74	70%
Vineyard Wealth Advisory LLC	Low $520K	$38M	74	14%
Yoder Wealth Management	Very High $4.5M	$330M	74	91%
Transition Financial Advisors Group, LLC	Very High $2M	$300M	149	71%
Victory Wealth Services, LLC	Very Low $290K	$44M	149	5%
15 Equity	High $1.1M	$120M	112	54%
American Family Legacy Group	Very Low $400K	$45M	112	29%
CoCreate Financial	Very Low $340K	$38M	112	25%
DFS Advisory	High $1.1M	$120M	112	28%
Impact Capital, LLC	Very High $2.2M	$250M	112	64%
Sage Stone Wealth Management LLC	Very High $2M	$230M	112	50%
Wealth Planning Advisors LLC	Very Low $370K	$42M	112	10%
1776 Wealth LLC	Very High $3.7M	$270M	75	64%
Acap Asset Management, Inc.	High $1.5M	$220M	150	54%
Aldemar Research Corporation	High $1.1M	$84M	75	56%
Alexander Beard (USA) Inc.	Low $650K	$49M	75	23%
Catum Advisory Group, LLC	High $1.2M	$93M	75	47%
Centerpiece Wealth Advisor	Very High $1.8M	$140M	75	51%
Colefp	High $1.2M	$89M	75	36%
Compass Rose Strategic Partners LLC	Low $690K	$100M	150	45%
EFG Financial, LLC	—	—	75	0%
Hurst Capital Management	High $1.1M	$82M	75	49%
Nfwm	Very High $2.4M	$180M	75	67%
Optimus Advisory Group	Low $410K	$31M	75	17%
Rebellion Research	Very Low $220K	$17M	75	73%
Sagevest Wealth Management	Very High $2.8M	$420M	150	77%
Scratch Capital	High $1.4M	$210M	150	43%
Traditions Wealth Advisors, LLC.	High $1.1M	$83M	75	80%
T/R Financial Management Group, LLC	Very Low $350K	$26M	75	21%
7th Harvest Investments	Low $560K	$63M	113	31%
Clearbrook Investment Management, LLC	Very Low $210K	$24M	113	31%
Lynx Advisory Partners	Very High $2M	$220M	113	58%
C.M.Bidwell & Associates Ltd	High $1.2M	$190M	151	9%
Frontier Financial Partners, LLC	Very Low $280K	$43M	151	18%
30-40 Wealth Partners	High $1.3M	$48M	38	61%
Black Barn Financial, LLC	High $1.1M	$160M	152	41%
Dynasty Financial Planners	Very Low $330K	$13M	38	8%
EDMP, Inc.	High $1.2M	$140M	114	42%
Fendz Asset Management, Inc.	Very Low $150K	$11M	76	24%
FQI Capital Management LLC	Very Low $180K	$13M	76	45%
GS Investment Inc	Very High $3.2M	$240M	76	47%
Imprint Wealth LLC	Very High $1.7M	$130M	76	46%
Intentional Wealth Partners	Very Low $400K	$60M	152	13%
Kentor Financial	—	—	76	0%
Layline Advisors	Typical $1M	$120M	114	42%
LeClair Wealth Partners	Very High $2.4M	$360M	152	53%
Nora Wealth	Very High $2.1M	$80M	38	58%
OnTrack Wealth Management	High $1.5M	$110M	76	43%
Principia Wealth Advisory, LLC	High $1.3M	$200M	152	53%
Silver Lake Advisory Partners, LLC	Very High $2.1M	$320M	152	59%
Wheels Up Wealth, Inc.	High $1.1M	$130M	114	40%
Your Family Matters, LLP	Very Low $290K	$11M	38	0%
Guided Capital Wealth Management, LLC	High $1.4M	$210M	153	43%
Alpha Advisors, LLC	Very High $2.2M	$250M	115	52%
Equilibria Wealth Management, LLC	High $1.1M	$130M	115	18%
Financial Designs Wealth Management	High $1.5M	$170M	115	67%
InSight, Corp.	Typical $860K	$99M	115	23%
Capital Advisory Group, Inc.	Very High $2.9M	$220M	77	64%
Essential Investment Partners, LLC	Very High $2.7M	$210M	77	70%
Fern Financial Group, LLC	Low $680K	$53M	77	23%
FinanciaLife Outfitters LLC	Very Low $400K	$30M	77	19%
MD Wealth Management, LLC	High $1.4M	$110M	77	43%
One Wild Life Advisors LLC	Low $520K	$40M	77	25%
Passport Wealth Management	High $1.5M	$120M	77	40%
Pine Capital	Typical $1M	$78M	77	49%
PMG Family Office, LLC	Very High $1.9M	$140M	77	45%
Shea Financial Advisors	High $1.5M	$120M	77	43%
Weatherhelm Capital Management LLC	High $1.2M	$89M	77	16%
Barnett & Co Inc	High $1.2M	$140M	116	48%
Cornerstone Wealth Advisors, Inc.	Typical $920K	$140M	155	32%
Dynamic Wealth Strategies, LLC	High $1.2M	$180M	155	37%
Lakewood Asset Management, LLC	High $1.6M	$250M	155	45%
Magnolia Wealth	Low $650K	$100M	155	31%
NRG Wealth Management	High $1.6M	$240M	155	46%
Shelton Wealth Management, LLC	Very High $2.3M	$360M	155	59%
Altman Investment Management LLC	Very High $3.1M	$120M	39	100%
Banta Asset Management LP	High $1.1M	$130M	117	54%
Ciro Capital LLC	High $1.4M	$110M	78	37%
Cove Fort Capital, LLC	Very Low $66K	$5.1M	78	35%
DeWitt And Dunn Financial Services, LLC	Very Low $300K	$36M	117	39%
Hyland Lake Partners	High $1.2M	$93M	78	41%
Integrated Investment Strategies,Inc.	Low $670K	$100M	156	0%
LBJ Family Wealth Advisors, Ltd.	Very High $4.1M	$320M	78	86%
Lind Capital Partners	Very High $2.1M	$170M	78	100%
Lottsa Financial Services, Inc.	Typical $810K	$95M	117	27%
McIntosh Capital Advisors, Inc.	Typical $720K	$56M	78	35%
Mission Financial Planning, Inc.	Very Low $0	$0	117	65%
N.V.N.G. Investments, Inc.	Very High $8.4M	$330M	39	100%
Rude Wealth Advisory	Very Low $330K	$52M	156	13%
The Aranda Group Advisors, LLC	High $1.5M	$230M	156	27%
Value Investment Professionals, LLC	High $1.6M	$240M	156	42%
VaMa Oak Wealth, LLC	Typical $780K	$91M	117	31%
Wealthnest Capital Inc.	Low $450K	$35M	78	8%
Zizzi Investments	Low $580K	$45M	78	27%
Zora Financial	Typical $890K	$69M	78	35%
Greystone Capital Partners Group LLC	Very Low $370K	$58M	157	15%
Vigilare Wealth Management LLC	Very High $2M	$320M	157	50%
Eiger Wealth Management, LLC	Very High $2.8M	$320M	118	66%
Schlindwein Associates LLC	High $1.4M	$160M	118	37%
Alspaugh Wealth Management	Typical $710K	$56M	79	16%
APM Wealth	Low $600K	$47M	79	27%
Bullogic Wealth Management	Very Low $190K	$15M	79	0%
Generations Wealth, LLC	Very High $3.9M	$310M	79	66%
JMH Wealth Management, LLC	High $1.6M	$120M	79	41%
MD Wealth Partners, Inc	Typical $730K	$58M	79	27%
Sage Hill Capital	Very High $2.7M	$210M	79	43%
Sensus Wealth Management Group LLC	Low $410K	$33M	79	27%
Steele Street Capital LLC	High $1.1M	$87M	79	39%
Truvize Financial Planning	Low $410K	$33M	79	11%
White Pine Capital LLC	Very High $4.2M	$330M	79	89%
William Roane Skeeters, Inc.	Very Low $370K	$29M	79	0%
Wise Wealth Management, LLC	High $1.5M	$120M	79	47%
Integrity Financial Group	Very Low $280K	$33M	119	14%
Sage Wealth Planning	Typical $1M	$120M	119	82%
Skyline Financial Northwest	High $1.1M	$130M	119	65%
DecisionMap Wealth Management, LLC	Very High $2.3M	$360M	159	70%
Apex Fiduciary Advisors LLC	Low $600K	$48M	80	28%
Bauer Wealth Management Inc.	High $1.3M	$200M	160	54%
Capital Asset Management, LLC	High $1.1M	$170M	160	29%
Compass Financial Group, Inc.	Very High $3.6M	$430M	120	73%
Hayes Wealth Advisors, LLC	Typical $770K	$92M	120	61%
Larsen Wealth Management	High $1.4M	$170M	120	38%
MB Gen Wealth	Very High $3.3M	$400M	120	60%
Olympus Capital, LLC	Typical $690K	$55M	80	29%
Provident Wealth Management	Very Low $120K	$14M	120	2%
Spencer Financial Strategies	Very Low $220K	$18M	80	0%
The Wealth Conservatory	High $1.1M	$140M	121	48%
Berkeley Advisors, Inc.	High $1.5M	$130M	81	47%
Compound Wealth, Advisory and Tax LLC	Low $530K	$43M	81	15%
Growth Horizons Wealth Management LLC	Low $630K	$51M	81	25%
Lifestyle Freedom Advisory Group, LLC	Typical $780K	$130M	162	28%
Oak Tree Wealth Management	Very Low $170K	$13M	81	4%
Parker Financial Advisors LLC	Very High $2.7M	$220M	81	68%
BENCHMARK INVESTMENT ADVISORS LLC	Very High $2.1M	$260M	122	76%
Bryant & Brannock, LLC	Very Low $310K	$38M	122	0%
Darrow Wealth Management	Very High $3.2M	$390M	122	68%
Harbour Wealth Management Group, Inc.	Very High $1.8M	$220M	122	45%
Kahn Financial Group	Typical $1M	$120M	122	36%
Minerva Planning Group	Very High $1.9M	$240M	122	57%
Proper Financial, LLC	Low $530K	$65M	122	18%
Figure 8 Investment Strategies LLC	High $1.3M	$220M	163	44%
Orion Capital Management LLC	Very High $2.1M	$350M	163	45%
Avalon	Typical $770K	$31M	41	37%
Crystal Cove Asset Management	High $1.5M	$120M	82	43%
Curtis Capital Advisors	Very High $2M	$170M	82	24%
Davis & Wehrle, LLC	Low $480K	$40M	82	11%
F5 Financial Planning, L.L.C.	High $1.4M	$170M	123	54%
Lummis Asset Management, L.P.	Very High $4.6M	$190M	41	71%
Lyon Wealth Advisors	High $1.1M	$140M	123	94%
Northern Lights Advisors, Inc.	Very High $2.1M	$260M	123	41%
Opportunus Wealth Management, LLC	Typical $840K	$100M	123	29%
Santara Wealth Management LLC	Typical $920K	$75M	82	76%
Simonet Financial Group, LLC	Very Low $240K	$19M	82	0%
Vestwyze, LLC	Very Low $110K	$9.3M	82	0%
Clearpath Wealth Management, L.C.	Very Low $390K	$64M	165	19%
WestView Investment Advisors	High $1.3M	$210M	165	40%
MWS Capital Consultants LLC	High $1.4M	$170M	124	48%
Strategic Asset Management Group Advisors	Very High $3.3M	$410M	124	53%
Evergreen Private Wealth	High $1.5M	$260M	166	52%
MJC Advisors, LLC	Very High $2.3M	$190M	83	14%
Sonoma Private Wealth LLC	Very High $1.9M	$150M	83	59%
T.T.G. Financial, Inc.	Typical $1M	$170M	166	66%
Wealth Management of Kentucky, Inc.	Low $470K	$39M	83	27%
Wealth Oklahoma	High $1.6M	$270M	166	17%
Bortolussi Wealth Management, Inc.	Low $660K	$83M	125	20%
Clear Sky Financial, LP	High $1.1M	$140M	125	28%
Concorde Investment Management	Very High $2.5M	$310M	125	60%
Davies Financial Advisors, Inc.	Typical $720K	$90M	125	17%
Inflection Advisors	Low $490K	$61M	125	25%
Modern Wealth LLC	Very Low $170K	$21M	125	2%
Coastwise Capital Group, LLC	High $1.3M	$210M	167	40%
Paragon Private Wealth Management LLC	Very High $2.6M	$430M	167	51%
William Howard & Co. Financial Advisors, Inc.	Very High $2M	$340M	167	44%
ABEL Financial Management Co.	High $1.4M	$120M	84	50%
Chrome Advisors	Very High $1.7M	$140M	84	43%
Conway Financial Group, LLC	Very High $2.1M	$180M	84	62%
Integrated Wealth Advisors, LLC	High $1.5M	$120M	84	45%
Lagos Wealth Advisors	Very Low $400K	$50M	126	11%
Mana Financial Life Design	Typical $820K	$100M	126	30%
Outlier Financial Partners, LLC	Very Low $200K	$25M	126	12%
Planning Associates Wealth Management, LLC	Typical $860K	$72M	84	30%
Pullen Investment Management	High $1.6M	$140M	84	56%
Schwantes Financial, LLC	Low $600K	$50M	84	14%
Solstice Wealth	Low $630K	$53M	84	13%
Steward Capital Management	High $1.1M	$46M	42	31%
Stout Wealth Advisory Group, LLC	Very Low $260K	$32M	126	4%
Synergy FG	Very High $2.9M	$360M	126	66%
Tuyyo Planning Group	Typical $820K	$69M	84	32%
Twin Cities Retirement Group	Very High $1.7M	$140M	84	56%
Von Haefen Financial Management	—	—	84	0%
Gilpin Wealth Management LLC	High $1.3M	$220M	169	47%
Seascape Capital Management, LLC	Very High $2.7M	$460M	169	88%
Archer Wealth Advisors	Low $600K	$76M	127	13%
Blue Spark Capital Advisors	Very High $2.8M	$240M	85	62%
GPS Investments	High $1.5M	$130M	85	39%
My Personal CFO, LLC	Very High $4.3M	$370M	85	58%
Oak Street Advisory Group, LLC	Typical $1M	$85M	85	27%
Pro Capital LLC	Typical $750K	$64M	85	22%
Ridgewood Investments	Very High $1.7M	$290M	170	33%
Snider Talbot Financial Planning LLC	Very Low $370K	$63M	170	8%
Allstreet Wealth	Low $510K	$65M	128	35%
Finance Wisdom	Low $460K	$58M	128	2%
Bridge Generations Wealth Management	High $1.5M	$260M	171	42%
DWR Wealth Management, LLC	High $1.2M	$200M	171	48%
AlphaQ Advisors	Typical $1.1M	$91M	86	26%
Aria Wealth Partners	High $1.3M	$110M	86	42%
Beacon Financial Advisors Ltd	Very High $3.5M	$300M	86	62%
Family Investment Management L.P.	Very Low $340K	$29M	86	44%
Financial Security Solutions, Corp.	Typical $790K	$68M	86	40%
Flavin Financial Services, Inc.	Typical $1M	$180M	172	27%
Greenport Financial Advisers Inc.	Low $560K	$72M	129	13%
Holmes Investment Management, Inc.	Very Low $380K	$50M	129	10%
Lake Park Advisors	Very Low $250K	$22M	86	17%
Livet Wealth, LLC	Very High $2.5M	$320M	129	50%
Lorintine Capital	Typical $790K	$34M	43	7%
Montoya Wealth Management	Typical $830K	$72M	86	38%
Oak Springs Wealth Management, LLC	Low $520K	$44M	86	43%
Patrick M. Sweeney & Associates, Inc	Very High $2.9M	$250M	86	64%
Prosperity Wealth Planning LLC	High $1.6M	$270M	172	65%
Retirement Systems LLC	Very Low $220K	$37M	172	0%
Retirement Wealth Management, LLC	Typical $710K	$61M	86	34%
Sampatti financial llc	Very Low $390K	$34M	86	19%
Shaw Financial Solutions LLC	High $1.2M	$100M	86	42%
Shepherd Wealth & Retirement LLC	Typical $740K	$95M	129	36%
Sieben Wealth Planning LLC	Very High $1.9M	$160M	86	43%
Traub Capital Management	High $1.6M	$210M	129	54%
Chesapeake Asset Management LLC	Very High $2.3M	$300M	130	50%

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