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 %
Muirfield Wealth Advisors LLC	Very High $1.8M	$260M	143	46%
Panoramic Financial	Low $650K	$93M	143	22%
Sabin Investment Management, Inc.	Very Low $310K	$44M	143	8%
Statetrust Capital, LLC.	Low $490K	$69M	143	36%
Strategic Asset Management, LLC	Very Low $200K	$29M	143	8%
Stronghold Wealth Management L.L.C.	High $1.2M	$170M	143	31%
Legend Financial Advisors Inc	Very High $1.8M	$380M	215	54%
Position Wealth	High $1.1M	$240M	215	34%
Austin Money Management Corporation	Very High $2.2M	$160M	72	94%
Certified Financial Strategies Corporation	Typical $830K	$120M	144	44%
Chicago Wealth Management, Inc.	High $1.2M	$350M	288	40%
COPIA Wealth Management	Low $540K	$150M	288	20%
Financial Economics Consulting Group, Inc.	Low $570K	$82M	144	23%
Gagni Wealth Management LLC	Very Low $390K	$56M	144	27%
Garabedian Wealth Management Group	Low $440K	$32M	72	13%
Hanseatic Management Services Inc	Low $470K	$100M	216	35%
Henry Bragg & Co.	Very High $6.4M	$460M	72	82%
Intrinsic Wealth Counsel, Inc.	High $1.6M	$340M	216	52%
Laguna Wealth Advisors, LLC	Low $540K	$150M	288	16%
Legacy Chief Financial Office, LLC	High $1.5M	$110M	72	60%
Legacy Financial Advisors	Low $640K	$140M	216	27%
Legacy Investment Partners, LLC	Very High $1.8M	$390M	216	33%
Prairieview Wealth & Tax Advisors	Typical $720K	$210M	288	26%
Responsible Asset Management	Very Low $170K	$24M	144	6%
Salem Advisory Group LLC	Very Low $250K	$72M	288	9%
Thomas Leo Advisory, LLC	High $1.1M	$160M	144	37%
Villafranco Wealth Management	Very High $1.8M	$130M	72	36%
Ares Financial Consulting LLC	Typical $840K	$240M	289	16%
Russell Capital Management, LLC	Typical $860K	$250M	289	24%
Personal Money Planning, LLC	Low $580K	$130M	217	13%
Bison Capital Advisors, LLC	High $1.7M	$240M	145	100%
Brazos Wealth Advisors LLC	High $1.2M	$170M	145	34%
Cothran Capital, LLC	Very Low $250K	$36M	145	3%
InvestLinc Wealth Services	Typical $720K	$100M	145	26%
Morris Wealth Management	Low $430K	$63M	145	17%
Trippon Wealth Management Group LLC	Low $660K	$190M	290	21%
Malaga Cove Capital, LLC	High $1.3M	$290M	218	24%
Paradigm, Strategies in Wealth Management, LLC	High $1.4M	$310M	218	43%
Rooted Planning Group	Typical $700K	$150M	218	37%
Tier One Wealth Management	Low $690K	$150M	218	28%
Sarver Vrooman Wealth Advisors LLC	High $1.5M	$450M	291	42%
Acme Jack Wealth Management	Very High $2.4M	$180M	73	45%
CAM Investor Solutions	Typical $1M	$150M	146	70%
Cenacle Capital Management, LLC	Very Low $270K	$20M	73	23%
Dunham Lane Capital Partners LLC	Typical $780K	$110M	146	49%
Fourth Dimension Financial Group	Very Low $0	$0	146	10%
Golden Bay Advisors LLC	Typical $1M	$150M	146	15%
High Point Wealth Management, LLC	High $1.3M	$190M	146	29%
Pecaut Wealth Management	High $1.7M	$370M	219	34%
Peerless Wealth	Low $560K	$120M	219	36%
Aldebaran Capital, LLC	High $1.1M	$160M	147	29%
Aspen Ridge Wealth Management, LLC	Very Low $140K	$21M	147	0%
Ball & Company	High $1.3M	$200M	147	39%
Stone Island Financial Planning	Typical $910K	$130M	147	81%
The Financial Team, Inc.	—	—	147	0%
Capital Financial Planners	High $1.2M	$270M	221	42%
First Investment Corporation	Very Low $300K	$67M	221	13%
HOLDER Wealth Management	Typical $960K	$280M	295	26%
Ascension Wealth Advisors	Very Low $0	$0	74	95%
Briggs Financial Inc.	Very Low $350K	$52M	148	9%
Courage Miller Partners, LLC	Very High $2M	$450M	222	46%
Marathon Mission, Inc.	Typical $790K	$180M	222	28%
Plan2Thrive Financial	Low $580K	$130M	222	11%
Privus Financial, LLC	Very Low $0	$0	74	58%
Storms & Rowdon Financial Services, Inc.	Low $610K	$130M	222	11%
Surience Private Wealth LLC	Typical $830K	$120M	148	41%
UP Capital Management, Inc.	Typical $890K	$130M	148	29%
Copperleaf Capital, LLC	Typical $880K	$260M	297	33%
APEX Wealth Advisors LLC	Very Low $390K	$87M	223	7%
AO Wealth Advisory	Low $670K	$200M	298	20%
Arrowhead Wealth Management Corp.	Very Low $210K	$31M	149	0%
Financial Life Planners	Typical $700K	$210M	298	23%
Keystone Financial Services	High $1.3M	$380M	298	46%
Legacy Advisory Limited Company	Low $680K	$100M	149	14%
Arlington Wealth Management	Typical $940K	$210M	224	26%
Redeem Wealth Management	Low $450K	$100M	224	16%
Downing Street Wealth Management LLC	High $1.2M	$180M	150	38%
Enduring Wealth Advisors	Low $540K	$120M	225	15%
GA Pincus Funds, LLC	Low $410K	$62M	150	24%
Keating Investment Counselors Inc	Very High $1.7M	$260M	150	57%
Pavion Blue Capital, LLC	Very High $2.7M	$410M	150	88%
Perry D. Reed & Company, P.C.	—	—	75	0%
The Marin Group Inc.	Typical $800K	$120M	150	17%
Trusttree Financial LLC	Low $520K	$78M	150	33%
White Wing Wealth Management, LLC	High $1.2M	$180M	150	54%
4 Th River Financial Group, Inc.	Very Low $220K	$67M	301	7%
Boyer Financial Services, Inc.	Typical $720K	$160M	226	29%
Milestone Wealth	Typical $970K	$220M	226	30%
The William Allan Corporation	Typical $890K	$200M	226	29%
Beacon Light Wealth Management	Very Low $260K	$39M	151	7%
TFS Advisors, LLC	Typical $1M	$150M	151	43%
The Foundation Investment Group	Very High $1.9M	$290M	151	72%
Wealth Management Advisors RIA, Inc.	Typical $760K	$120M	151	20%
Forness Financial LLC	Typical $890K	$200M	227	34%
Grand Central Investment Group, LLC	Typical $820K	$190M	227	32%
Seneschal Family Office	High $1.3M	$300M	227	39%
Sikorski Wealth Management, LLC	Low $610K	$140M	227	16%
Toro Bravo Investment Advisors, LLC	Very Low $140K	$31M	227	2%
Financial Investment Team ("FIT")	Typical $690K	$210M	303	8%
Waystone Advisors LLC	Low $590K	$180M	303	15%
Independence Wealth Advisors, LLC	Low $550K	$210M	379	14%
Altius Financial, Inc.	High $1.3M	$200M	152	44%
Blue Summit Wealth Management	Typical $930K	$210M	228	43%
Capital Strategies Group, LLC	Low $430K	$99M	228	6%
Cherrydale Wealth Management, LLC	Very High $6.5M	$500M	76	100%
Davidson Wealth Management LLC	Typical $750K	$170M	228	24%
Dunnavan & Co.	High $1.4M	$320M	228	32%
Fairbanks Capital Management, Inc.	Typical $890K	$200M	228	78%
Spinosa Wealth Management Group	High $1.3M	$190M	152	38%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Lake Hills Wealth Management, LLC	Typical $900K	$210M	229	13%
Boca Wealth Advisors	Very High $2.2M	$340M	153	57%
Mendel Capital Management, LLC	High $1.4M	$220M	153	47%
Modern Dollar Planning, LLC	Typical $1M	$160M	153	32%
Quantitative Asset Management, LLC	High $1.1M	$170M	153	29%
Lakeshore Capital Group, Inc.	Typical $790K	$180M	230	21%
Tealwood Asset Management	High $1.5M	$360M	230	73%
The Personal Wealth Coach	Typical $940K	$220M	230	3%
Atlantic Wealth Partners, LLC	Low $650K	$200M	307	74%
Brown Capital Management, LLC	Low $630K	$190M	307	20%
Archvest Wealth Advisors, Inc.	High $1.2M	$360M	308	56%
BayRock Financial, L.L.C.	Very Low $400K	$61M	154	1%
Bridgeview Capital Advisors, Inc.	Low $540K	$84M	154	24%
Capital Trust Advisors	Very High $1.7M	$400M	231	48%
Compass Capital Management, LLC	Low $490K	$110M	231	17%
Endurance Financial LLC	Low $450K	$35M	77	17%
Gold Coast Wealth Management, LLC	Very High $2.3M	$350M	154	42%
Horrell Capital Management, Inc.	Very High $3M	$230M	77	29%
LymanWealth LLC	Very Low $70K	$16M	231	0%
Mathies Financial Partners	Very Low $300K	$93M	308	5%
Peak Financial Management, Inc.	Typical $710K	$110M	154	16%
Rogue Advisors, LLC	Low $520K	$80M	154	8%
Spectrum Advisors, Inc.	Low $520K	$160M	308	12%
Stone Summit Wealth LLC	Very High $1.9M	$440M	231	65%
Box Financial Advisors, LLC	Very Low $390K	$91M	232	47%
Noble Wealth Management, Inc.	Typical $960K	$220M	232	15%
Broadview Wealth Partners	Typical $980K	$300M	310	30%
D.L. Fields Advisory Group, LLC	Very Low $81K	$25M	310	0%
Griffin Financial Advisors, LLC	Low $420K	$66M	155	13%
MHS Advisory Services, LLC	Typical $820K	$250M	310	23%
Thunderbird Wealth Management, Inc.	Very Low $390K	$60M	155	19%
Wilson Wealth Stewardship	Very Low $380K	$59M	155	6%
Capital Financial Group, Inc.	Typical $950K	$220M	233	27%
Davidson Kahn Capital Management, LLC	Very High $1.7M	$400M	233	72%
GFN Capital Management	Very Low $260K	$80M	311	39%
Ideal Retirement Solutions	Very Low $400K	$120M	311	31%
Allred Harris Wealth Management.	High $1.2M	$370M	312	28%
Inman Financial Services, Inc.	Typical $820K	$190M	234	28%
Morgan-Aly Wealth Management, LLC	Low $670K	$100M	156	13%
Peak Investment Solutions, LLC	Typical $920K	$72M	78	17%
Second 50 Financial	Very High $2.2M	$340M	156	46%
Town Capital	High $1.1M	$170M	156	35%
T.R.U.E. Coastal Capital, LLC	Typical $800K	$120M	156	32%
Twenty Twenty Investment Advisors, LLC	Very Low $370K	$110M	312	7%
Blue Marble Investments	Typical $760K	$190M	238	21%
Aquilant Advisors	Typical $880K	$280M	314	26%
Edwards Financial & Insurance Services	Very Low $27K	$4.3M	157	0%
Pivotal Wealth and Tax	Very Low $53K	$17M	314	2%
Rall Capital Management, Inc.	Typical $780K	$120M	157	25%
Optimum Financial Services, LLC	High $1.2M	$290M	236	18%
Cane Capital Partners, LLC	Typical $850K	$270M	315	35%
S&S Wealth Management	Low $490K	$150M	315	15%
Cohen Investment Advisors, LLC	High $1.1M	$250M	237	35%
Concinnus Financial, Inc	Very Low $190K	$31M	158	5%
Dynamic Trading Management, LLC.	Typical $900K	$71M	79	51%
Harold Davidson & Associates, Inc	High $1.5M	$360M	237	32%
Hurley Capital, LLC	Very High $1.8M	$290M	158	38%
Main Line Retirement Advisors, LLC	High $1.6M	$250M	158	38%
Massey, Joshua	High $1.2M	$94M	79	39%
Professional Investment Counsel, Inc	Low $490K	$38M	79	11%
Prudent Financial Planning	Very Low $220K	$17M	79	18%
Rock Creek Wealth Management	Low $420K	$100M	237	10%
Way Street Financial, LLC	Low $430K	$34M	79	24%
Macco Financial Group, Inc.	Typical $870K	$280M	317	26%
Kubhera Enterprises LLC	Typical $850K	$200M	238	91%
Portfolio Advisors, Inc.	High $1.1M	$260M	238	34%
Portus Capital Management, LLC	Low $450K	$110M	238	50%
Access Financial Services, Inc.	High $1.4M	$430M	318	45%
DW Investment Solutions, Inc.	Typical $700K	$110M	159	29%
Patron Partners, LLC	Very High $1.9M	$310M	159	54%
Apple & Associates	Low $550K	$130M	239	17%
Inman Jager Wealth Management, LLC	Typical $860K	$210M	239	26%
Theus Wealth Advisors	—	—	239	0%
DRS Wealth Management	Low $460K	$74M	160	36%
Eagle Investors LLC	Very Low $0	$0	240	0%
Farnsley Wealth Management, LLC	Low $640K	$51M	80	78%
Guardian Capital, LLC	Low $530K	$130M	240	13%
Investable	Very Low $6.1K	$490K	80	0%
Koa Wealth Management, LLC	High $1.6M	$250M	160	39%
McNaughton Wealth Management, LLC	High $1.2M	$290M	240	51%
New England Schooner, Inc.	Low $520K	$170M	320	11%
October Wealth Advisors, Inc	Typical $810K	$130M	160	14%
Stephen Smith Financial Inc.	Typical $810K	$130M	160	0%
Stone Bridge Asset Management, LLC	Very Low $350K	$84M	240	21%
Terry Peschl & Associates, Inc.	—	—	80	0%
Releve Financial Group	Typical $800K	$260M	321	27%
Shum Financial Group, Inc.	Typical $960K	$310M	321	38%
Gentry Private Wealth	Typical $970K	$230M	241	37%
Leeward Financial Partners, LLC	High $1.7M	$400M	241	78%
RIA Wealth Advisors, LLC	Low $520K	$130M	241	13%
Code Waechter LLC	High $1.3M	$410M	322	41%
Darrow Wealth Group	Very Low $110K	$17M	161	0%
Millennium Portfolio Advisors	Very Low $280K	$45M	161	0%
Morrissey Wealth Management LLC	Typical $1M	$170M	161	30%
Saber and Shield Wealth Management, L.L.C	Low $460K	$74M	161	14%
Shri Advisors	Low $630K	$100M	161	17%
Eastover Capital Management	High $1.3M	$330M	242	81%
F.I.G. Financial Advisory Services, Inc.	Low $670K	$160M	242	23%
Financial Security Services Group, Inc.	Very Low $260K	$83M	323	13%
Nova R Wealth, Inc.	High $1.3M	$420M	323	35%
Crafted Finance, LLC	Low $480K	$78M	162	48%
CWM Advisory, LLC	Low $420K	$100M	243	14%
Hicks & Associates Wealth Management, LLC	Typical $740K	$120M	162	23%
Liberty Asset Management, Inc.	Typical $710K	$170M	243	16%
McKinley Money, LLC	Typical $1M	$160M	162	48%
Sierra Management Group	Typical $760K	$120M	162	28%
BlackLines Financial	Very Low $220K	$53M	244	22%
Dixon and Company Wealth Management, LLC	Very Low $250K	$60M	244	10%
Prosperity Advisory Group LLC	Typical $890K	$220M	244	36%
Stillwater Wealth Management Group LLC	Typical $780K	$190M	244	39%
Access Financial Group, LLC	Very Low $240K	$39M	163	4%
Barrett Wealth Connection LLC	Typical $870K	$140M	163	36%
Centered Financial	Low $440K	$72M	163	10%
Greater Than Financial	Very Low $390K	$64M	163	10%
Hamilton Capital Partners, LLC	Very High $1.8M	$290M	163	39%
High Pines Wealth Management LLC	High $1.1M	$180M	163	45%
Professional Financial Management, Inc.	Very High $1.8M	$300M	163	51%
Wealthspan Investment Management, LLC	Very Low $290K	$93M	326	8%
WMGNA	High $1.1M	$350M	326	30%
Networth Asset Management, Inc.	Low $420K	$100M	245	18%
Next Generation Investing, LLC	Low $510K	$130M	245	47%
Provident Living Financial Services	Low $600K	$150M	245	25%
Buchanan Wealth Management	High $1.1M	$180M	164	67%
Emergent Global Investments	Very Low $280K	$23M	82	16%
GEN Financial Management Inc.	High $1.3M	$330M	246	46%
Harvest Capital Assets, LLC	Very Low $290K	$72M	246	4%
Launch Wealth	Very Low $310K	$51M	164	13%
Lincolnbridge Financial Planning, LLC	Very Low $210K	$53M	246	22%
PTM Wealth Management, LLC	Very High $1.9M	$310M	164	69%
Red Triangle, LLC	Very Low $370K	$61M	164	16%
Roan Capital Partners	Low $460K	$150M	328	13%
Sagent Wealth Management	High $1.2M	$100M	82	51%
True Wealth Group	Typical $910K	$150M	164	48%
Wagner Wealth Management, Corp.	Low $540K	$130M	246	15%
Magellan Planning Group	Typical $830K	$210M	247	25%
PPS & V Asset Management Consultants Inc	Typical $970K	$240M	247	23%
RAI Wealth Management	Low $630K	$160M	247	15%
Wallick Investments, LLC	Low $500K	$120M	247	12%
Bay Capital	Very Low $330K	$54M	165	16%
ELLIS Financial Planning	Low $550K	$180M	330	13%
Kennedy Wealth Management, LLC	—	—	165	0%
Vine Capital Management, LLC	Typical $1M	$170M	165	36%
Carlsbad Wealth Advisory Group, Inc.	Typical $960K	$240M	248	32%
Ensign Advisory Partners LLC	Very Low $330K	$81M	248	5%
Exchange Place Advisors, LLC	High $1.5M	$380M	248	37%
Golden Road Advisors LLC	Typical $940K	$230M	248	31%
Apex Capital Management, L.L.C.	Low $600K	$200M	332	35%
Avant Financial Advisors	High $1.2M	$200M	166	67%
Benchmark Capital Group Ltd.	Typical $1M	$170M	166	32%
Clearview Financial	Low $620K	$100M	166	19%
Hudson Portfolio Management LLC	Very High $2.1M	$180M	83	53%
Kowalski Financial Inc.	High $1.2M	$200M	166	0%
Merino Wealth Management	Low $560K	$47M	83	13%
Passive Management LLC	Very Low $130K	$21M	166	8%
Patina Wealth	Typical $710K	$120M	166	21%
Revo Financial, LLC	Typical $820K	$140M	166	20%
Steadmont Advisors, LLC	High $1.3M	$430M	333	39%
Gainspoletti Wealth Planners	Low $450K	$110M	250	18%
Emerald Asset Management, Inc.	Typical $720K	$120M	167	46%
JB Meridian Advisors, LLC	Very Low $220K	$36M	167	11%
Krane Financial Solutions	High $1.5M	$250M	167	39%
Ross Wealth Group, LLC	Very Low $110K	$18M	167	6%
TWM Wealth Management Corp	Low $530K	$89M	167	16%
Vermillion & White Wealth Management Group	Low $620K	$210M	334	24%
The Jenkins Group	High $1.1M	$270M	251	36%
DC Capital Management, LLC	High $1.3M	$110M	84	45%
Hackett Financial Group, LLC	Low $630K	$160M	252	18%
Klein Pavlis & Peasley Financial, Inc.	Typical $690K	$230M	336	18%
Lifeway Financial Corporation	Very High $2.1M	$350M	168	49%
McCarley & Cook Financial Planners	Typical $990K	$170M	168	30%
Pursuit Wealth Management	Very Low $190K	$32M	168	8%
Strategic Wealth Solutions, LLC	Very Low $180K	$15M	84	1%
Theory Financial	High $1.3M	$320M	252	42%
URS Advisory	Typical $950K	$180M	169	73%
Measured Financial	Very Low $270K	$67M	253	32%
Agnello Financial Group, Inc.	Very High $2.1M	$360M	169	33%
Angell Capital Management, LLC	Low $630K	$110M	169	28%
Sentara Capital	Typical $710K	$120M	169	23%
Core Partners	Very Low $180K	$45M	254	4%
Cambridge Capital Management, LLC	High $1.3M	$430M	339	33%
Bowers Wealth Management, Inc.	Very High $1.7M	$290M	170	48%
COPE Private Wealth	Low $520K	$88M	170	2%
Her Personal Finance	—	—	85	0%
Lewinter Wealth Advisors, LLC	Very High $1.9M	$160M	85	34%
Mainstream Capital Management	High $1.3M	$220M	170	35%
MB, Levis & Associates, LLC	Very High $2.4M	$400M	170	46%
Miller Financial Group, LLC	Low $490K	$83M	170	12%
Opulus	Low $520K	$88M	170	19%
Stewardship Financial	Very Low $330K	$83M	255	8%
Asset Advisory Group, Inc.	Very High $2.8M	$480M	171	50%
Elevation Wealth Partners, LLC	Very Low $310K	$53M	171	0%
Ithax Financial LLC	Very Low $160K	$28M	171	3%
NWM Advisors, LLC	High $1.7M	$290M	171	73%
Catawba River Capital	High $1.1M	$290M	257	46%
Eastown Financial Advisors, LLC	Low $420K	$110M	257	12%
Para Wealth Advisors, Inc.	Typical $860K	$220M	257	30%
Insight Capital Management	Typical $960K	$330M	343	42%
Reed Financial Services, Inc.	High $1.1M	$370M	343	38%
Affinity Capital, L.P.	Typical $1.1M	$90M	86	28%
Alessandra Capital Management, LLC	Typical $850K	$150M	172	51%
Blossom Wealth Management, LLC	High $1.4M	$360M	258	20%
Endeavor Advisors LLC	Very Low $120K	$43M	344	1%
Opulen Financial Group, LLC	Typical $1M	$170M	172	31%
Pavlic Investment Advisors, Inc.	High $1.2M	$110M	86	33%
Perspective Advisors, LLC	Very Low $190K	$32M	172	3%
Safe Harbor Wealth Management, LLC	Very Low $170K	$29M	172	1%
MOKAN Wealth Management	High $1.4M	$250M	173	54%
Mustard Seed Financial	Very Low $240K	$84M	346	14%
Scottsdale Wealth Advisory LLC	Very Low $370K	$63M	173	6%
Sensible Portfolios, LLC	High $1.1M	$190M	173	59%
Sierra Financial Advisory	Typical $790K	$140M	173	26%
56 Capital Partners, Ltd	Very Low $320K	$82M	260	14%
Erickson Financial Group, LLC	Typical $750K	$200M	260	34%
TradeWinds Wealth Management	Low $490K	$130M	260	11%
Babb Wealth Advisors LLC	Low $600K	$210M	347	23%
Almega Wealth Management	Low $450K	$120M	261	14%
Davis Investment Partners, LLC	Very High $2.2M	$390M	174	48%
Impact Fiduciary LLC	Typical $730K	$130M	174	43%
New Horizon Financial Strategies, LLC	Typical $830K	$220M	261	28%
Quantumvest, Inc.	Very Low $230K	$40M	174	17%
Sheller Wealth Management, Inc.	Very Low $380K	$67M	174	25%
Stash Wealth, LLC	Very Low $300K	$52M	174	0%
Stone Creek Group, LLC	Very High $2M	$170M	87	59%
Strategic Wealth Management, LLC	Typical $900K	$160M	174	37%
The Monitor Group, Inc.	Typical $960K	$170M	174	35%
Wallace Advisory Group, LLC	Very High $3.1M	$270M	87	40%
Glass Wealth Management Co., LLC	Typical $780K	$270M	349	43%
Copperwood Financial	Low $450K	$120M	262	18%
RCA Wealth Strategies LLC	Very Low $230K	$61M	262	4%
TSA Wealth Management	High $1.3M	$350M	262	48%
AG Financial	Low $480K	$85M	175	7%
Dove Investment Research and Management, Inc.	Low $580K	$100M	175	54%
Fairlane Investment Advisors Inc	Low $460K	$80M	175	19%
Forteris Wealth Management, Inc.	High $1.2M	$210M	175	53%
MY Wealth Planners	Low $540K	$95M	175	21%
Perk Planning	—	—	175	0%
Rice Financial Consulting, Inc.	Typical $770K	$270M	351	19%
Englebert Financial Advisers, LLC	Low $440K	$120M	264	11%
Freshfield Capital, LLC	Typical $1M	$90M	88	23%
Independent Wealth Management, LLC	High $1.2M	$200M	176	35%
Mutual Trust Advisory Group	Typical $940K	$170M	176	28%
Prosperifi LLC	Typical $840K	$74M	88	44%
Hiley Hunt Wealth Management, Inc.	High $1.1M	$290M	265	41%
Legacy Planning Advisors, LLC	Typical $880K	$230M	265	28%
Lincoln Capital Corporation	High $1.5M	$410M	265	44%
Stephenson and Company, Inc.	High $1.7M	$440M	265	50%
Sterling Investment Advisors, LLC	Typical $740K	$200M	265	19%
Argus Equity Partners, LLC	Very Low $330K	$59M	177	10%
Imperium Wealth Management, LLC	High $1.4M	$250M	177	41%
Meridian Financial Advisors, LLC	High $1.6M	$280M	177	50%
MF Advisers, Inc.	Very Low $200K	$35M	177	2%
MPM Advisors Group LLC	Low $650K	$120M	177	13%
Nerad + Deppe Wealth Management	Typical $1M	$180M	177	42%
Tortuga Wealth Management	Low $630K	$220M	354	100%
Arcadia Investment Advisors, LLC	High $1.2M	$330M	266	44%
Invested Advisors	Typical $830K	$220M	266	23%
Vista Cima Wealth Management LLC	Low $540K	$140M	266	12%
Breen Wealth Management, LLC	Very High $1.8M	$320M	178	57%
Hillman Capital Management Inc	Low $520K	$92M	178	34%
Milborn Advisors, ltd	Low $600K	$110M	178	10%
Moffatt Financial Strategies	Low $650K	$120M	178	21%
Private Wealth Management of North Carolina LLC	Low $550K	$150M	267	13%
Roth Financial Partners LLC	Very High $1.7M	$460M	267	58%
Sequoia Wealth Management Group	Very High $2.7M	$240M	89	65%
Wilkins Miller Wealth Management, LLC	High $1.2M	$210M	178	44%
Snider Advisors	Low $620K	$220M	357	55%
Cooper Eagle, LLC	Very Low $250K	$46M	179	7%
Giverny Capital Advisors	Very High $1.8M	$330M	179	54%
Madison Park Capital Advisors, LLC	Typical $770K	$280M	358	30%
Northstar Financial Planners, Inc.	Typical $850K	$310M	358	26%
Townsend Wealth Management	High $1.1M	$190M	179	34%
Omc Financial Services Ltd	High $1.2M	$330M	269	38%
Moseley Investment Management, Inc.	High $1.2M	$440M	359	31%
ATLAS Lifestyle Planning Group LLC	Very Low $400K	$73M	180	11%
Bone Fide Wealth	Typical $700K	$130M	180	13%
Gasber Financial Advisors, Inc	Typical $940K	$170M	180	34%
MWA Asset Management	Very High $1.7M	$300M	180	52%
October Effect Ltd.	Very Low $380K	$140M	360	5%
Quantum Private Wealth, LLC	Very High $4.6M	$410M	90	63%
Rmdr Advisors, Inc.	High $1.1M	$190M	180	38%
Treiberg Wealth Management	High $1.2M	$320M	270	56%
Sunrise Financial Services LLC	Low $560K	$150M	271	11%
Charter Capital Management, Inc	High $1.3M	$460M	362	38%
Lifelong Wealth Management Group, LLC	Low $650K	$120M	181	17%
Capital Wealth, LLC	Very Low $350K	$95M	272	4%
McCarthy Wealth & Tax Advisors	Typical $740K	$200M	272	19%
Auour Investments LLC	Typical $990K	$360M	363	18%
Accordant Advisory Group, Inc.	High $1.4M	$260M	182	41%
Clarus Group LLC	Typical $800K	$150M	182	6%
Diversified Planning Strategies Advisors LLC	Low $420K	$150M	364	11%
Everest Wealth Management	Very High $2.6M	$240M	91	20%
Fenway Financial Advisors, LLC	Very High $2.7M	$250M	91	76%
Hartmann Taylor Wealth Management, LLC	Very High $2.8M	$250M	91	59%
Pacific Peak Advisors, LLC	High $1.2M	$210M	182	30%
Prato Capital Management	Low $570K	$160M	273	12%
Prattes Wealth Partners	Very High $1.7M	$160M	91	46%
Sonmore Financial LLC	Typical $950K	$87M	91	27%
JPS Financial, LLC	High $1.4M	$370M	274	42%
Arcadia Wealth Management	High $1.4M	$380M	275	41%
Urban Wealth Management or UWM	Typical $710K	$200M	275	19%
Coordinated Financial Planning Corp	Typical $930K	$340M	367	31%
True Vision Financial Advisors	Typical $740K	$270M	367	23%
Cassilly Financial	Typical $730K	$130M	184	52%
Golden Bell Financial Planning, LLC	Very High $2.3M	$210M	92	71%
Henderson Financial Group LLC	Very Low $380K	$110M	276	9%
Ironwood Wealth Management, Inc.	Typical $830K	$230M	276	29%
Kuhn Wealth Management Inc.	Low $550K	$150M	276	16%
Magnolia Financial Planning Services, Inc.	Typical $760K	$210M	276	32%
The Private Investment Group, Inc.	Typical $970K	$180M	184	23%
Total Financial Management, LLC	Low $490K	$90M	184	12%
Joel Adams and Associates Inc.	Typical $990K	$270M	277	16%
Savant Investment Advisers, Inc.	Low $550K	$150M	277	24%
SKG Capital Advisors, LLC	Low $470K	$130M	277	13%
An Exceptional Life Financial, LLC	Typical $690K	$260M	370	14%
Applewhite & Buys Financial Advisors	Typical $830K	$150M	185	30%
Aurora Investment Managers, LLC	Very High $1.8M	$320M	185	30%
Cypress Capital Management, LLC	Low $590K	$110M	185	21%
Hale & Doerr Wealth Management LLC	Very Low $260K	$47M	185	7%
Legacy Wealth Advisors, Inc.	Very Low $270K	$50M	185	7%
Peninsula Asset Management Inc	High $1.5M	$280M	185	42%
Korving & Company LLC	Low $490K	$140M	278	11%
Coastline Complete Wealth LLC	High $1.1M	$210M	186	35%
Floyd Capital Management	Low $610K	$170M	279	79%
Graver Capital Management, LLC	Typical $830K	$150M	186	18%
Integrity Wealth Solutions LLC	Very High $2M	$370M	186	38%
Legacy Capital	Typical $970K	$270M	279	51%
Lexus Wealth Management	Very Low $150K	$42M	279	3%
Manzil Investment Advisors, LLC	Very Low $1.6K	$150K	93	0%
Prestige Wealthwide, LLC	High $1.1M	$200M	186	32%
Shorebreak Capital, LLC	Very Low $110K	$21M	186	2%
Valpey Financial Services LLC	High $1.2M	$230M	186	37%
Global Financial Advisory Services, Inc.	Typical $820K	$230M	280	23%
Harger and Company, Inc.	Low $490K	$140M	280	0%
Prairie Rivers Investments, LLC	Typical $690K	$190M	280	13%
Blue Point Financial, Inc.	Typical $780K	$150M	187	36%
MKT Advisors LLC	High $1.2M	$440M	374	37%
Successful Wealth Strategies, LLC	Very Low $270K	$51M	187	16%
Horizons Wealth Management	Typical $880K	$250M	281	25%
WealthPoint Advisors	Very Low $380K	$140M	375	8%
Brightside Wealth Planning, LLC	Low $450K	$84M	188	19%

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