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 %
Comprehensive Financial Consultants	Low $480K	$180M	376	16%
Duet Advisory Services LLC	High $1.1M	$310M	282	35%
Elm3 Financial Group, LLC	Low $660K	$190M	282	23%
Synergy Wealth Management, LLC	Low $420K	$120M	282	15%
Complete Investment Advisory, LLC	Low $580K	$110M	189	16%
Cornermen Financial, LLC	Low $450K	$170M	378	10%
First Financial Group	Typical $840K	$320M	378	24%
The Bedminster Group	Typical $1M	$200M	189	31%
Wisconsin Wealth Advisors, LLC	Low $540K	$150M	284	8%
360 Financial Partners, LLC	Typical $710K	$200M	285	26%
Castellano & Associates	Low $430K	$120M	285	18%
Daner Wealth Management, LLC	High $1.1M	$200M	190	33%
Ferguson-Johnson Wealth Management, Inc.	High $1.6M	$300M	190	43%
Kokua Capital Management	Very High $2.3M	$220M	95	54%
Newcorp Wealth Management	Typical $740K	$140M	190	23%
Perissos Private Wealth Management	Typical $750K	$140M	190	20%
Summit Wealth Management Group, Inc.	Low $650K	$250M	380	52%
Vaughan and Company Securities, Inc.	High $1.2M	$220M	190	32%
Waterstone Financial Advisory LLC	Typical $880K	$250M	285	24%
Wealth Planning Group	Typical $730K	$280M	380	21%
Lukas Total Wealth	Very Low $260K	$100M	381	3%
Cedarstone Advisors	Typical $1M	$200M	191	51%
Hippocratic Financial Advisors	Low $600K	$230M	382	16%
Perennial Advisors Group, LLC	Very High $2.1M	$400M	191	55%
Veach Family Financial	Low $680K	$130M	191	27%
Lodestone Wealth Management LLC	High $1.2M	$330M	287	34%
Aspenridge Wealth Advisors	Typical $870K	$340M	383	28%
Centauri Advisory Group, Inc.	Very Low $200K	$76M	383	10%
Daniel Krug & Associates	Typical $760K	$150M	192	29%
Dean Wealth Partners, LLC	High $1.3M	$250M	192	42%
Dominguez Wealth Management Solutions, Inc.	High $1.1M	$210M	192	36%
Right Brain Money	Low $590K	$57M	96	66%
The Advisors Group	Typical $730K	$140M	192	18%
Stewardship Capital	Low $430K	$160M	385	15%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Integrated Financial Solutions, PLLC	Very Low $290K	$85M	289	24%
Investors Portfolio Services LLC	Typical $820K	$240M	289	29%
Bills Asset Management	Very Low $320K	$63M	193	7%
Olistico Wealth, LLC	Low $670K	$260M	386	53%
Verus Financial Group	Very Low $410K	$160M	387	10%
Financial Guidance Group, Inc.	Typical $980K	$290M	291	24%
Financial Planning First, LLC	Very Low $370K	$110M	291	11%
Gem-Young Wealth Advisors, LLC	Very Low $380K	$110M	291	4%
Julius Arthur Seibert & Company, LLC	Low $680K	$66M	97	31%
Sentinel Wealth Management, Inc.	Very High $4M	$390M	97	70%
Styre Wealth	High $1.1M	$200M	194	35%
Callahan Capital Management	Low $560K	$220M	389	16%
Tull Financial Group, Inc.	High $1.2M	$360M	292	38%
ViaQuest Advisors LLC	Low $600K	$170M	292	20%
WMS Wealth Planners	Typical $1M	$300M	292	27%
Alere Planning LLC	Typical $1M	$200M	195	33%
Piccolo Investment Consulting, LLC	Low $420K	$81M	195	11%
Walker Asset Management, LLC	High $1.6M	$310M	195	33%
Zeiser Wealth Management LLC	Very Low $330K	$64M	195	17%
Koenig Investment Advisory, LLC	Typical $870K	$260M	293	39%
Lake Avenue Financial LLC	Low $490K	$140M	293	12%
Wynn Capital	Typical $1M	$310M	293	24%
Heritage Asset Advisors Ltd., LLP	Typical $780K	$310M	391	24%
Bull Street Advisors	Very High $2.3M	$220M	98	59%
Charleston Financial Advisors, LLC	High $1.3M	$250M	196	45%
Eagle Financial Strategies	Low $470K	$140M	294	15%
RW Baker Wealth Management Group LLC	Low $680K	$130M	196	36%
Oda And Company, Inc.	Low $640K	$130M	197	17%
Pitzl Financial	High $1.2M	$490M	394	46%
Ticino Wealth	High $1.4M	$400M	296	40%
Bay Rivers Group Wealth Partners	Typical $820K	$320M	395	23%
Alan B. Lancz & Associates, Inc.	High $1.6M	$160M	99	64%
Alchemy Wealth Management	Very Low $310K	$62M	198	7%
Arrow Wealth Advisors	Low $530K	$110M	198	22%
Dachtler Wealth Advisors, LLC	Low $610K	$120M	198	32%
Erica Hall Wealth Advisors, LLC.	Very Low $120K	$12M	99	5%
Future Bright	Very Low $180K	$73M	396	2%
Law & Associates Inc	High $1.1M	$320M	297	18%
LifeCapital Partners LLC	Low $450K	$130M	297	14%
Shuttleworth & Company	Typical $820K	$160M	198	28%
Summit Wealth Management LLC	Low $610K	$120M	198	25%
Fiduciary Capital, Inc.	Very Low $230K	$68M	298	11%
Cushing Capital Partners, LLC	High $1.4M	$270M	199	49%
Hoffmann Hermanson	Typical $920K	$180M	199	35%
Horowitz & Company, Inc.	Low $680K	$140M	199	21%
Nixon Capital LLC	Very High $1.8M	$360M	199	100%
Bonner & Smith, LLC	Typical $1M	$310M	300	37%
Collaborative Wealth Advisors, LLC	Low $420K	$84M	200	14%
Hayek Kallen Investment Management L.L.C.	Very High $2.1M	$420M	200	11%
Merryfield Barnes, LLC	Low $590K	$120M	200	20%
Panorama Wealth Advisors	Low $670K	$130M	200	20%
Seaside Wealth Advisors LLC	Very Low $250K	$100M	400	12%
Mission Hills Financial Advisory LLC	Typical $910K	$270M	301	36%
Barnett Capital Advisors LLC	Low $520K	$100M	201	19%
Big Sky Wealth Advisors, LLC	Low $650K	$130M	201	10%
Pegasus Management Services L.L.C.	Very Low $190K	$39M	201	5%
Willamette Financial Advisors, LLC	Low $580K	$120M	201	16%
GoalFusion Wealth Management	Typical $790K	$240M	302	20%
Parker Financial LLC	Typical $890K	$270M	302	13%
Generations Retirement Group, LLC	Very Low $190K	$38M	202	0%
Hull Wealth Management	Low $690K	$140M	202	16%
Meliora Capital	Very High $1.7M	$170M	101	38%
Z3 Capital Partners	High $1.4M	$410M	303	20%
EPS Wealth Management	Very Low $120K	$38M	304	2%
SFI Advisors, LLC	Low $580K	$180M	304	11%
Financial Design Group, LLC	Low $550K	$110M	203	14%
LIG Capital Management, LLC	Low $520K	$210M	406	16%
Stillblue Financial Partners, LLC	Low $530K	$110M	203	6%
Wilkinson Wealth Management, LLC	Typical $770K	$160M	203	26%
Clearwave Capital	Typical $990K	$300M	305	24%
Cambridge Financial Group, Inc.	Typical $820K	$250M	306	21%
Centurion Financial Strategies LLC	Typical $750K	$77M	102	44%
DiPaolo Financial Group, Inc.	Low $410K	$170M	408	18%
Logan Park Wealth Management	High $1.1M	$450M	408	26%
Norseman Advisory Group, Inc.	Very Low $410K	$42M	102	6%
ORBA Wealth Advisors, LLC	High $1.3M	$130M	102	64%
RBP Investment Advisors Inc.	Very High $1.7M	$170M	102	58%
Red Mountain Financial Partners	Low $690K	$210M	306	21%
Scholtz & Company, LLC	High $1.6M	$330M	204	50%
Stewardship Wealth Management Solutions	Typical $730K	$150M	204	22%
Wealthspring	Typical $890K	$360M	409	25%
Biltmore Wealth Management, LLC	High $1.4M	$430M	307	31%
Forefront Asset Management, LLC	Low $440K	$130M	307	10%
Blue Haven Capital, LLC	Low $590K	$120M	205	19%
Integrated Planning & Investments	Low $490K	$100M	205	22%
New Century Partners-The No-Load Group, Inc.	Very Low $290K	$59M	205	0%
Nicholson Wealth Management Group	High $1.4M	$300M	205	40%
Freedom Financial Partners LLC	High $1.2M	$380M	308	33%
Wickham Financial & Insurance Services	Low $620K	$190M	308	17%
Clarion Wealth Management Partners	Typical $950K	$390M	411	31%
Bouvel Investment Partners, LLC	Very High $1.8M	$370M	206	47%
Cairn Investment Group	High $1.2M	$380M	309	39%
Newman Ladd Capital Advisors, LLC.	Low $520K	$110M	206	10%
Saul Wealth Advisors, LLC	Very High $1.9M	$200M	103	62%
VIP Planners, Inc.	Low $610K	$130M	206	15%
FamilyWealth Asset Management	Very Low $300K	$120M	413	7%
RFG Wealth Advisory	High $1.1M	$460M	413	36%
ATX Financial Planning, LLC	Typical $810K	$170M	207	28%
Greystone Financial & Estate Services, Inc.	Low $530K	$110M	207	16%
MSP Wealth Management, LLC	Low $510K	$210M	414	14%
Beyond Wealth Management Group, LLC	Very Low $330K	$100M	311	20%
BRIA Capital Group, LLC	Low $490K	$150M	311	28%
Integrated Capital Management	Typical $940K	$390M	415	37%
Brandywine Financial Group, Inc.	Low $640K	$130M	208	26%
Circle N Advisors, LLC	Typical $880K	$91M	104	21%
Walter J. Reyna, Inc.	Very Low $240K	$75M	313	8%
Boyle Capital	Typical $780K	$330M	418	21%
Hickory Wealth Management, LLC	Low $610K	$130M	209	23%
Kassira Wealth Management, LLC	Low $620K	$130M	209	22%
Merkkuri Wealth Advisors LLC	Low $600K	$130M	209	14%
Unify Wealth Management LLC	Very Low $140K	$29M	209	6%
DiBenedetto & Associates Ltd	Typical $900K	$280M	314	28%
Witt Financial Group, LLC	Low $510K	$160M	314	27%
Authentikos Wealth Advisory LLC	Low $440K	$180M	419	10%
Act Advisors	High $1.1M	$480M	420	30%
True Measure Wealth Management	Very High $2.3M	$240M	105	70%
Graetz Wealth	Low $470K	$150M	316	16%
Lumbard & Kellner, LLC	High $1.3M	$420M	316	79%
North Shore Capital Group Investment Advisors, Inc	Very Low $120K	$38M	316	5%
Planwiser Financial	Typical $720K	$150M	211	22%
Targeted Financial Services, LLC	Low $610K	$260M	422	15%
Wingo Asset Management, LLC	Low $440K	$92M	211	36%
Live Oak Investment Partners	Low $670K	$210M	317	21%
Pelkonen and Associates LLC	Typical $930K	$290M	317	41%
ICOM Advisors, LLC	Very Low $360K	$150M	423	19%
Strategic Wealth Partners LLC	Low $480K	$100M	212	100%
Finer Wealth Management, Inc.	High $1.4M	$290M	213	37%
Ouellette Wealth Advisory LLC	High $1.3M	$270M	213	46%
Strada Financial Group LLC	Typical $750K	$160M	213	22%
Oxford Chase Advisors LLC	Very Low $280K	$90M	320	14%
BSC Capital Partners, LLC	Very Low $390K	$130M	321	10%
Core Alpha, Inc.	Low $450K	$150M	321	0%
FOX & HOLLAND INVESTING LLC	Very Low $250K	$53M	214	5%
Main Advisory, Inc.	Typical $720K	$150M	214	14%
Physician Wealth Solutions	Very High $2.8M	$300M	107	72%
ETF Portfolio Partners, Inc.	Typical $980K	$420M	429	25%
Michael Traxler Wealth Management, LLC	Low $450K	$190M	429	6%
Saperston Legacy Advisors, Inc.	Low $420K	$180M	429	31%
Heritage Wealth Management	Typical $710K	$150M	215	38%
Newbury Capital Management, LLC	Very Low $340K	$150M	430	20%
Peters Wealth Group	Very Low $230K	$49M	215	3%
Shepherd Wealth Management	Very Low $380K	$160M	430	10%
Eastwind Capital Wealth Management	Very Low $280K	$92M	323	5%
Falcon Financial	Very Low $300K	$97M	323	9%
Trueblood Wealth Management, LLC	High $1.3M	$410M	323	27%
Xcel Wealth Management, LLC	High $1.5M	$480M	323	24%
Cobblestone Asset Management	Low $590K	$250M	432	7%
Heisten Wrenn Private Wealth, LLC	Typical $960K	$210M	216	29%
Kingsman Wealth Management Inc.	High $1.1M	$230M	216	25%
Malnik Wealth Management, LLC	Low $470K	$100M	216	20%
Sara-Bay Financial Corp.	High $1.2M	$400M	324	3%
Sunstone Financial	Very Low $410K	$89M	216	7%
Xantos Labs, LLC	Very Low $12K	$1.2M	108	4%
Incompass Financial Partners, LLC	Low $580K	$190M	325	24%
AllSquare Wealth Management, LLC	Low $660K	$290M	436	18%
Bernard Wealth Management Corp.	Typical $890K	$290M	327	35%
Family Legacy Planning	Low $490K	$160M	327	10%
hemming& Wealth Management, Inc.	Low $660K	$290M	436	26%
JJSA Advisors, Ltd.	Typical $710K	$150M	218	21%
McCarthy Asset Management, Inc.	Very High $1.9M	$420M	218	78%
Michael Brady & Co., LLC	High $1.1M	$250M	218	25%
RCS Financial Planning, LLC	High $1.2M	$270M	218	49%
Sicart Associates, LLC	Very High $4M	$430M	109	83%
Trinity Wealth Solutions LLC	Low $490K	$53M	109	14%
Sonoma Allocations	Typical $1M	$340M	328	58%
Baybridge Capital Group, LLC	Typical $880K	$190M	219	25%
Bellevue Asset Management, LLC	Very High $1.7M	$370M	219	42%
Rede Wealth, LLC	High $1.6M	$340M	219	25%
Bluefin Financial	Typical $860K	$280M	329	21%
Cascades Capital Asset Management, LLC	Typical $1M	$340M	329	26%
Actify Investor Retirements, LLC	Very Low $27K	$5.8M	220	0%
Godshalk Welsh Capital Management, Inc.	Very High $2.6M	$280M	110	65%
Kyle S. Scott Financial Planning, Inc.	Very Low $330K	$72M	220	18%
Retirement Financial Group, LLC	Low $420K	$190M	440	17%
BNB Wealth Management, LLC	Low $460K	$200M	441	34%
Meredith Wealth Planning	Very High $2.1M	$460M	221	52%
O'Connor Wealth Management, Inc.	Typical $800K	$180M	221	32%
Tranquilli Financial Advisor, LLC	Typical $900K	$200M	221	36%
Blue Capital	Low $450K	$200M	443	12%
PMG Wealth Management	Low $450K	$200M	443	33%
Castle Wealth Planning	Very High $1.8M	$200M	111	49%
Pack Private Wealth, LLC	High $1.5M	$330M	222	41%
Quantum Leap Capital, LLC	Very Low $360K	$120M	333	11%
Turner Capital Investments, LLC	Very Low $310K	$100M	333	43%
TABR Capital Management, LLC	High $1.1M	$240M	223	40%
Uncommon Wealth Partners, LLC	Very Low $200K	$44M	223	2%
BCD Advisors	Very Low $120K	$52M	448	8%
Capital Financial Management	Low $620K	$69M	112	19%
Garner Asset Management Corporation	Very High $3.3M	$370M	112	86%
Martin & Associates Investment Advisory Services LLC	Very Low $210K	$47M	224	0%
MFA Wealth Services	High $1.3M	$290M	224	4%
Weybosset Research & Management, LLC	High $1.5M	$330M	224	30%
Worthington Wealth Management	Low $460K	$150M	336	12%
Ipsen Advisor Group	Low $670K	$230M	337	14%
McCollum Christoferson Group, LLC	High $1.2M	$410M	337	37%
Lavish Financial Planning	Very Low $160K	$35M	225	47%
Mitchell & Pahl Private Wealth	Very High $2M	$440M	225	40%
Royal American Financial Advisors, LLC	Low $440K	$99M	225	6%
Saiph Capital, LLC	Very High $2M	$440M	225	54%
Your Private Client Group, Inc.	Typical $1M	$230M	225	28%
Bondwire	Very Low $200K	$45M	226	5%
Carnegie Wealth Management, LLC	High $1.5M	$340M	226	41%
Clearview Wealth Management	Low $480K	$160M	339	28%
Envision Capital Management Inc	High $1.5M	$330M	226	100%
Jansen Wealth Management LLC	Low $530K	$120M	226	17%
Redwood Family Wealth LLC	High $1.1M	$250M	226	27%
Buttonwood Capital Management (BCM)	High $1.1M	$370M	340	31%
Global Financial Planning Group, LLC	Low $550K	$120M	227	24%
Peachtree Investment Partners, LLC	High $1.4M	$320M	227	36%
Principium Investments LLC	Typical $930K	$210M	227	22%
Wealth Intelligence, LLC	High $1.1M	$250M	227	14%
Dovetail Financial Group LLC	Typical $880K	$300M	341	12%
Sun Group Wealth Partners LLC	Low $620K	$210M	341	45%
BDC Capital Management, Inc.	Low $430K	$99M	228	11%
HFG Advisors	Very Low $240K	$110M	456	5%
Kahn Brothers Advisors LLC	High $1.3M	$440M	342	42%
Personal Financial Profiles Inc	High $1.4M	$320M	228	52%
Brookstone Financial	Very Low $210K	$95M	458	2%
Lighthouse Financial Services Inc	Typical $1M	$460M	458	35%
Beyond Financial Services	High $1.5M	$170M	115	50%
Cottonwood Wealth Strategies, LLC	Typical $880K	$200M	230	20%
Five Pine Wealth	Low $540K	$190M	345	14%
Focus Wealth Advisors, LLC	Very High $2.1M	$240M	115	37%
Heritage Retirement Advisors, LLC	Typical $920K	$320M	345	28%
Innovative Financial, LLC	Typical $920K	$110M	115	53%
Silver Lake Capital Partners	Very High $1.8M	$210M	115	0%
Safe Harbor Fiduciary, LLC	Very Low $380K	$130M	346	22%
Concorde Financial Resources	Typical $980K	$230M	231	32%
Capital Wealth Alliance, LLC	Typical $860K	$300M	348	17%
Cornerstone Advisors	Low $570K	$260M	464	22%
Mestmaker & Petrey Wealth Advisors	Very Low $370K	$130M	348	7%
Milne Financial Planning, Inc.	Typical $940K	$110M	116	29%
Sheridan Capital Management, LLC	Very High $1.9M	$220M	116	47%
Stawnychy Financial Services, Inc.	Typical $980K	$110M	116	22%
Torres Financial Services, Inc.	Very Low $310K	$71M	232	6%
Music Row Wealth Management	High $1.2M	$410M	349	16%
Sculati Wealth Management, LLC	High $1.1M	$370M	349	30%
Pinnacle Asset Management Group, Corporation (Inc.)	Low $580K	$130M	233	26%
Aldebaran Financial Inc	Low $580K	$200M	350	12%
RHL Group, LLC	Low $440K	$160M	350	14%
White Oak Financial Management, Inc	Very Low $400K	$140M	350	11%
Bingham Private Wealth, LLC	Very High $1.9M	$220M	117	49%
Gallagher Wealth Management	High $1.1M	$120M	117	37%
Keystone Financial Planning, Inc	Very High $3.5M	$410M	117	63%
Parrish Capital, LLC	Low $610K	$140M	234	28%
Reed Capital Management, LLC	Low $460K	$54M	117	27%
Slocum, Gordon & Co. LLP	High $1.5M	$180M	117	44%
Eukles Asset Management, LLC	Typical $700K	$330M	470	4%
Evart, Young & Hobbs Investment Management	Typical $990K	$230M	235	29%
The Helix Financial Group	Low $450K	$110M	235	6%
Premier Southwest Planning Group, LLC	Very Low $240K	$84M	353	12%
Schulz Financial Group	Very Low $330K	$110M	353	6%
WPM Wealth Advisors LLC	Very Low $210K	$72M	353	2%
Aim Capital	High $1.3M	$300M	236	57%
Berkeley Capital Management, LLC	Very Low $340K	$120M	354	9%
Breachway Investments, LLC	Low $640K	$150M	236	17%
Jarvis Global Investments LLC	Very Low $180K	$63M	354	0%
Lifecraft Wealth Management	Low $550K	$65M	118	23%
Much Wealth Management, Inc.	Very Low $310K	$37M	118	30%
SkyOak Capital, Inc.	Typical $810K	$190M	236	19%
Carolina Financial Advisors, Inc.	Low $510K	$240M	473	10%
Petix & Botte Financial	Typical $860K	$410M	473	55%
O'Connor Financial Group LLC	Typical $770K	$270M	355	14%
Asset Strategy Retirement Plan Consultants, LLC	Low $470K	$110M	237	11%
Howard Wealth Management, LLC	High $1.6M	$380M	237	40%
Piedmont Wealth Management	Low $640K	$150M	237	22%
Torrey-Payne Wealth Management	Typical $780K	$180M	237	24%
Warther Private Wealth	High $1.4M	$330M	237	24%
Atlasmark Financial, Inc.	Very High $1.7M	$200M	119	29%
Professional Retirement Strategies LLC	Very Low $220K	$52M	238	3%
The Lynd Group Advisors, LLC	—	—	357	0%
Transcend Wealth	Typical $790K	$94M	119	25%
M Wealth Management, LLC	Low $500K	$180M	358	11%
StewardRight	Very Low $190K	$68M	358	10%
Pacesetter Financial Group, L.L.C.	Low $420K	$150M	359	14%
Altum Wealth Advisors	Low $510K	$120M	240	24%
Atlantic Family Wealth, LLC	Typical $740K	$180M	240	57%
Baobab Wealth Management	Very Low $290K	$70M	240	6%
Calvert Wealth Management, Inc.	Low $530K	$190M	360	16%
Crowe Financial Group LLC	Very Low $72K	$17M	240	3%
Northill Aims, LLC	Very High $2.1M	$250M	120	43%
Orcam Financial Group, LLC	Very High $2M	$240M	120	100%
Porter Kickham	Low $430K	$52M	120	33%
Eubank, Hutson & Associates, LLC	Low $570K	$140M	241	20%
Norris Financial Group, LLC	Typical $900K	$330M	362	22%
Pursuit Wealth Strategies, LLC	Typical $940K	$450M	483	39%
Aptus Wealth Management, LLC	Very Low $380K	$93M	242	38%
Collie Financial Planning, Inc.	Low $670K	$160M	242	22%
Founder Family Financial, LLC	Very High $2.6M	$310M	121	60%
Fulcrum Wealth Management	Very Low $400K	$190M	484	5%
Leap Wealth Management	Typical $840K	$310M	363	35%
McGovern Financial Planning, LLC	Low $530K	$64M	121	12%
Oliver Wealth Management	Typical $690K	$330M	484	17%
Rinaldi Wealth Management, Inc.	Low $670K	$240M	363	36%
Wager Wealth Management and Financial Planning LLC	High $1.3M	$150M	121	56%
Wealth Management Advisors, inc.	Very Low $190K	$47M	242	12%
Florin Pensions LLC	—	—	485	0%
Phillip B. White Co., Inc	High $1.3M	$310M	243	42%
Money Managers, Inc.	Very Low $400K	$150M	365	10%
True North Retirement Advisors, LLC	High $1.1M	$420M	365	34%
Harvest Investment Advisors, LLC	High $1.6M	$200M	122	35%
Investment Managers Group, LLC	Low $480K	$120M	244	25%
Private Client Asset Management, Inc.	Typical $740K	$180M	244	38%
Winters Financial Group, Inc.	Typical $960K	$230M	244	29%
Blalock Williams, LLC	Typical $760K	$190M	245	20%
Kenneth Frenke & Co	Typical $840K	$210M	245	24%
Legacy Financial Advisors Corporation	High $1.3M	$320M	245	40%
Mokosak Advisory Group, LLC	Typical $840K	$410M	490	27%
Rachor Investment Advisory Services, LLC	Low $470K	$230M	490	27%
Factor Investing Group	Typical $700K	$350M	491	21%
Family Capital Management	Typical $810K	$400M	491	27%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
Triton Financial Group, Inc	Typical $740K	$180M	246	20%
Glenwood Investment Group, LLC	Low $540K	$200M	370	14%
GuidedQuest, LLC	—	—	247	0%
Jacques Advisors, LLC	Very Low $360K	$89M	247	17%
Asset Management Group	Low $540K	$200M	372	16%
Bridgeway Wealth Management, LLC	Low $650K	$160M	248	48%
Finley Financial, LLC	Very High $2.1M	$260M	124	63%
Integrated Wealth Strategies, LLC	Low $610K	$150M	248	18%
JHP Wealth Management, LLC	Very High $1.8M	$220M	124	46%
Retirement Planning Services	Typical $910K	$220M	248	46%
Baroldi Wood Mance Financial Advisors, LLC	Very Low $180K	$44M	249	18%
Demars Financial Group LLC	Typical $750K	$370M	498	33%
Soard Financial Management, LLC	Very Low $290K	$73M	249	5%
Taylor Financial Group, Inc.	Typical $820K	$410M	498	21%
Hershey Financial Advisers, LLC	Very Low $300K	$150M	499	5%
Diversified Wealth Advisors, LLC	Very Low $280K	$100M	375	10%
Embarcadero Capital Advisors, Inc.	Very Low $240K	$60M	250	10%
Farah Private Wealth Management, Inc	Typical $830K	$100M	125	18%
Granite Financial Group	Typical $720K	$180M	250	20%
HA Wealth Advisors Inc.	Very Low $320K	$80M	250	0%
Long Island Wealth Management, Inc.	Very High $2.3M	$290M	125	56%
Pereon Wealth LLC	High $1.4M	$180M	125	60%
Srs Wealth Mangement	—	—	250	0%
Capstar Financial Services LLC	Low $530K	$200M	376	13%
Physician Family Financial Advisors Inc	Typical $760K	$280M	376	43%
Rik Saylor Financial, Inc.	Low $520K	$190M	376	26%
M&M Wealth Management, LLC	Very Low $330K	$83M	251	25%
M Premier Partners	Typical $1M	$250M	251	31%
RS Asset Management, LLC	Low $430K	$110M	251	33%
Sterling Retirement Group of Sacramento	Low $470K	$240M	503	13%
Brandon Financial Planning, Inc.	Very High $1.7M	$420M	252	53%
Jackson Wealth Management, LLC	Typical $850K	$110M	126	25%
Longenecker Financial Services	Very Low $330K	$82M	252	6%
Presidio Wealth Management	Low $570K	$220M	379	15%
BARR Financial Services, LLC	High $1.1M	$270M	253	38%
Complete Wealth Management, LLC	Low $500K	$130M	253	13%
Milestones Private Investment Advisors LLC	Typical $870K	$220M	253	28%
Scott Marsh Financial, LLC	High $1.2M	$310M	253	37%
Leslie Global Wealth, LLC	High $1.2M	$440M	380	42%
Kapstone Financial Advisors LLC	Low $620K	$310M	508	15%
Reshape Wealth	Very High $1.8M	$230M	127	69%
Rooted Financial Group, LLC	Low $430K	$110M	254	8%
Parkmont Wealth Advisors LLC	Very Low $84K	$43M	509	2%
Pacific Sun Financial Corp	Typical $760K	$290M	382	33%
Townsend Asset Management Corp.	High $1.2M	$470M	382	31%
LifePlan Financial, LLC	Low $550K	$140M	255	25%
Pampel & Associates, Inc.	Very Low $360K	$93M	255	13%
Pierson Wealth Management	Low $650K	$170M	255	30%
Alcyon Wealth Partners	Typical $920K	$350M	383	25%
M1 Capital Management LLC	Typical $1M	$400M	383	27%
G & R Financial Solutions LLC	Low $480K	$61M	128	23%
International Private Wealth Advisors LLC	Low $580K	$220M	384	11%
Josh Arnold Investment Consultant, LLC	Low $560K	$140M	256	20%
Kirtland Hills Capital Management, LLC	High $1.4M	$370M	256	65%
Moneywatch Advisors, Inc.	Typical $860K	$330M	384	0%
Neu Wealth Group	Very High $2.2M	$280M	128	30%
Von Colln Financial Group	Typical $750K	$95M	128	27%
Cosey Financial Services, Inc.	Very Low $280K	$110M	385	11%
StoneCrest Wealth Management, Inc	Typical $970K	$370M	385	29%
Winnacle Wealth, LLC	Very Low $380K	$140M	385	10%
Plus Group Wealth Advisors, LLC	Very Low $300K	$150M	514	5%
Tublin - DiFusco Advisors Inc.	Typical $980K	$130M	129	26%
Full Financial Inc.	Typical $1M	$260M	259	21%
Private Portfolios, Inc.	High $1.1M	$290M	259	32%
Steinberganna Wealth Management LLC	Very High $1.8M	$470M	259	41%
Welcome Home Wealth Advisors LLC	Very Low $200K	$51M	259	10%
Hillspring Financial, Inc.	Low $510K	$130M	260	11%
Jericho Financial	Low $510K	$200M	390	7%
Main Street Investment Management	Very Low $240K	$63M	260	15%
Hesen & Haslam	Typical $950K	$250M	261	25%
Nicholson Meyer Capital Management, Inc.	High $1.1M	$290M	261	33%
NW Advisory	Very Low $290K	$75M	261	100%
Schwan Financial Advisors, LLC	Very Low $0	$0	261	98%
The Clifford Group LLC	Typical $950K	$250M	261	23%
Capstone RIA	Typical $920K	$240M	262	33%
Dorman Financial Management, P.A.	Low $600K	$160M	262	22%
Garnett Investment Strategies	Very Low $350K	$91M	262	16%
Sterling Manor Financial, LLC	Low $510K	$200M	393	14%
The Pines Wealth Management, LLC	Very High $1.8M	$470M	262	55%
Baer Wealth Management	High $1.1M	$280M	263	57%
Farris Capital Management Inc.	Low $450K	$180M	395	12%
Godfrey Financial Associates, Inc.	Low $460K	$180M	395	11%
Truenorth Wealth & Impact, LLC	High $1.1M	$440M	395	39%
Wildes Financial Strategies, Inc	Very Low $330K	$130M	395	7%
5 Talents Advisors, Inc	Very Low $200K	$54M	264	9%
Applied Capital	Low $600K	$160M	264	29%
Capital Design Private Wealth LLC	Very Low $360K	$96M	264	17%
LD Lowe Wealth Advisory	Low $450K	$120M	264	10%
Platinum Wealth Management, Inc.	Low $510K	$67M	132	13%
Stites Financial Consulting	Low $490K	$130M	264	28%
Trisperity Advisors, LLC	High $1.3M	$340M	264	34%
Secure Planning, LLC	Very Low $350K	$190M	529	4%
Willow Creek Capital Management, Inc.	Low $650K	$260M	397	25%
Foster Investment Services	Very Low $330K	$86M	265	0%
LUMINIST Capital, LLC	Very Low $200K	$100M	530	8%
Vantage Wealth Planning	Low $630K	$250M	398	25%
Atlas Financial Advisors, Inc.	Very Low $180K	$47M	266	6%
Favor Wealth Advisors, LLC	Low $670K	$89M	133	24%
G. Dewayne Mcanally	Very Low $410K	$160M	399	15%
Kennedy Wealth & Tax Management, LLC	High $1.6M	$210M	133	44%
Landmark Wealth Advisors, LLC	Low $510K	$130M	266	14%
VIA IV Investments, LLC	Low $420K	$220M	532	13%
Wisely Advised	Very Low $330K	$87M	266	5%

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