AUM per client for Supported firms serving clients in Virginia

Supported firms active in Virginia 349 firms

Very Low $160K-$380K

Low $380K-$670K

Typical $670K-$1.1M

High $1.1M-$1.7M

Very High $1.7M-$2.9M

5th 20th 40th 60th 80th 95th

Median: $880K

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Firm	AUM/client	AUM	Clients	HNW client %
Chiron Capital Management, LLC	Very Low $250K	$230M	896	28%
Pento Portfolio Strategies, LLC	Very Low $270K	$240M	874	88%
Paragon Financial Services	Low $500K	$370M	729	41%
Hammond Iles Wealth Advisors	Low $490K	$470M	971	13%
Sapiat Asset Management, LLC	Very Low $160K	$39M	239	9%
Capital Wealth Investments	Typical $900K	$420M	469	23%
Stock Management LLC	Very Low $320K	$140M	439	18%
Federal Prep	Very Low $130K	$80M	637	0%
Borabond, LLC	Very Low $400	$83K	207	0%
Align Wealth Advisors	Low $490K	$100M	205	0%
Bodnar Financial Advisors, Inc.	—	—	410	0%
Brixton Capital Wealth Advisors, LLC	Very Low $260K	$210M	819	25%
Integrated Financial Solutions, Inc.	High $1.4M	$290M	203	43%
Wayne Firebaugh, Inc.	Low $430K	$85M	195	31%
Andersen Wealth Management	Very Low $140K	$95M	691	0%
First Financial Advisory Services Inc	Low $540K	$280M	516	15%
Taylor Hoffman Capital Management	Typical $860K	$440M	516	29%
Legacy Wealth Management Inc.	Very Low $380K	$250M	665	8%
Shaker Financial Services	Typical $870K	$290M	329	31%
Unified Wealth Management LLC	Low $460K	$150M	325	10%
Second Half Financial Partners, LLC	Very Low $260K	$130M	485	9%
Armada Advisors	Low $420K	$140M	323	14%
Oars Capital	Very High $2.5M	$400M	158	41%
Kaplan Wealth Management, Inc.	Very Low $310K	$89M	287	30%
Brightwater Advisory, LLC	Typical $1.1M	$290M	273	47%
Strong Investment Management, LLC	Very Low $260K	$110M	401	16%
Wood Creek Capital Advisors, LLC	Very Low $210K	$55M	261	9%
Welcome Home Wealth Advisors LLC	Very Low $200K	$51M	259	10%
Taylor Financial Group, Inc.	Typical $820K	$410M	498	21%
GuidedQuest, LLC	—	—	247	0%
Jacques Advisors, LLC	Very Low $360K	$89M	247	17%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
Piedmont Wealth Management	Low $640K	$150M	237	22%
Carolina Financial Advisors, Inc.	Low $510K	$240M	473	10%
Aldebaran Financial Inc	Low $580K	$200M	350	12%
Yes Life Financial	Very Low $91K	$21M	233	0%
BDC Capital Management, Inc.	Low $430K	$99M	228	11%
MFA Wealth Services	High $1.3M	$290M	224	4%
Actify Investor Retirements, LLC	Very Low $27K	$5.8M	220	0%
Rede Wealth, LLC	High $1.6M	$340M	219	25%
JJSA Advisors, Ltd.	Typical $710K	$150M	218	21%
Triple Crown Wealth Management	Very Low $66K	$14M	217	1%
Cobblestone Asset Management	Low $590K	$250M	432	7%
Main Advisory, Inc.	Typical $720K	$150M	214	14%
Independent Financial Planning	Very Low $210K	$46M	212	5%
Act Advisors	High $1.1M	$480M	420	30%
Elk Hill Advisors, Inc.	Low $430K	$91M	209	27%
Kassira Wealth Management, LLC	Low $620K	$130M	209	22%
Wiseman & Associates Wealth Management	Very Low $320K	$67M	207	8%
Quality Financial Concepts	Low $580K	$120M	206	13%
VIP Planners, Inc.	Low $610K	$130M	206	15%
Clarion Wealth Management Partners	Typical $950K	$390M	411	31%
Forefront Asset Management, LLC	Low $440K	$130M	307	10%
Norseman Advisory Group, Inc.	Low $410K	$42M	102	6%
Z3 Capital Partners	High $1.4M	$410M	303	20%
Hayek Kallen Investment Management L.L.C.	Very High $2.1M	$420M	200	11%
Horowitz & Company, Inc.	Typical $680K	$140M	199	21%
Law & Associates Inc	Typical $1.1M	$320M	297	18%
Bay Rivers Group Wealth Partners	Typical $820K	$320M	395	23%
Tull Financial Group, Inc.	High $1.2M	$360M	292	38%
Sentinel Wealth Management, Inc.	Very High $4M	$390M	97	70%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Dominguez Wealth Management Solutions, Inc.	Typical $1.1M	$210M	192	36%
Ferguson-Johnson Wealth Management, Inc.	High $1.6M	$300M	190	43%
Korving & Company LLC	Low $490K	$140M	278	11%
Steelhead Wealth Management	High $1.2M	$340M	278	37%
Cassilly Financial	Typical $730K	$130M	184	52%
Henderson Financial Group LLC	Low $380K	$110M	276	9%
Accordant Advisory Group, Inc.	High $1.4M	$260M	182	41%
Fenway Financial Advisors, LLC	Very High $2.7M	$250M	91	76%
Integrity Capital Management	Low $500K	$180M	361	15%
October Effect Ltd.	Very Low $380K	$140M	360	5%
SafeBridge LLC	Very High $2.3M	$210M	88	99%
WorthWhile Wealth Council	Low $420K	$74M	176	8%
Investology Inc.	Low $510K	$180M	350	0%
MainStreet Financial Planning, Inc.	—	—	350	0%
Almega Wealth Management	Low $450K	$120M	261	14%
Stash Wealth, LLC	Very Low $300K	$52M	174	0%
The Journeys Group, Inc.	Very Low $360K	$63M	174	0%
56 Capital Partners, Ltd	Very Low $320K	$82M	260	14%
Opulen Financial Group, LLC	Typical $1M	$170M	172	31%
DC Capital Management, LLC	High $1.3M	$110M	84	45%
Brighter Financial Capital Management, LLC	Low $400K	$130M	332	10%
Clearview Financial	Low $620K	$100M	166	19%
Patina Wealth	Typical $710K	$120M	166	21%
Wealthway Financial Advisors	High $1.5M	$250M	166	49%
McGinn Penninger Investment Management Inc.	Very Low $360K	$120M	331	100%
Buchanan Wealth Management	Typical $1.1M	$180M	164	67%
BlackLines Financial	Very Low $220K	$53M	244	22%
CWM Advisory, LLC	Low $420K	$100M	243	14%
Goepper Burkhardt LLC	High $1.5M	$380M	243	58%
Northpeak Financial, Inc.	Low $410K	$67M	162	12%
Summit Investment Management, Ltd.	Low $520K	$84M	162	4%
DRS Wealth Management	Low $460K	$74M	160	36%
Garritt Financial Solutions LLC	Very Low $99K	$16M	159	0%
Sullivan Wood Capital Management, LLC	High $1.1M	$88M	79	41%
Virginia Investment Advisory, Inc.	Low $520K	$81M	156	16%
The Retirement Smith LLC	—	—	155	0%
The Personal Wealth Coach	Typical $940K	$220M	230	3%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Seneschal Family Office	High $1.3M	$300M	227	39%
The Marin Group Inc.	Typical $800K	$120M	150	17%
Farley Financial	Low $440K	$65M	149	0%
Copperleaf Capital, LLC	Typical $880K	$260M	297	33%
Courage Miller Partners, LLC	Very High $2M	$450M	222	46%
Dunham Lane Capital Partners LLC	Typical $780K	$110M	146	49%
Midatlantic Capital Management, Inc.	High $1.5M	$220M	146	52%
Physicians Financial Services, Inc.	Very High $2.1M	$450M	216	44%
Piedmont Wealth Advisory	High $1.6M	$350M	215	48%
McDonnell Capital Management	Typical $1M	$140M	143	24%
Bull Bear Investment Management LLC	Low $470K	$67M	142	22%
Sanchez & Zures, LLC	High $1.7M	$240M	142	44%
Watch Guard Capital LLC	Low $500K	$70M	141	13%
Third Eye Associates, Ltd	Very Low $0	$0	211	39%
MG Capital Partners, LLC	Low $390K	$83M	210	9%
River Crescent Advisors, LLC	Typical $980K	$140M	140	18%
Cope Connelly	Low $580K	$81M	139	49%
Partnership Wealth Management	High $1.7M	$230M	139	45%
ProFocus Incorporated	High $1.1M	$160M	139	33%
Promethium	Typical $830K	$230M	277	75%
Alexander Randolph Advisory Inc	Very High $2.9M	$400M	138	73%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Freedom Capital Advisors Inc	Very Low $330K	$45M	137	66%
Pegasus Financial Group LLC	Low $600K	$120M	204	20%
Audible Wealth Management	Very Low $150K	$39M	269	3%
Katz Family Financial Advisors, LLC	Typical $830K	$110M	133	27%
Advanta Wealth Management	Typical $970K	$64M	66	21%
Variant Private Wealth LLC	High $1.3M	$260M	198	69%
Zia Capital Investments LLC	Very Low $140K	$9.5M	66	0%
Altura Wealth Advisors	Typical $880K	$230M	261	39%
Ascent Financial Group	Typical $790K	$100M	128	31%
Finances For Real Life	Typical $830K	$110M	128	34%
Virginia Estate and Retirement Planning Advisors, Inc.	Typical $810K	$100M	128	31%
C.L. Sheldon & Company, LLC	Typical $800K	$100M	127	24%
Northbrook Financial	Typical $680K	$87M	127	19%
Wills Financial Group, LLC	High $1.5M	$380M	254	35%
Portfolio Design Services, LLC	Low $460K	$120M	253	8%
Shared Vision Wealth Group	Very High $1.8M	$330M	189	40%
Opulentia, LLC	Very Low $250K	$46M	188	13%
Sphinx Investments LLC	Very Low $370K	$46M	125	9%
Royal Wealth Management	Very Low $260K	$32M	124	4%
Kinwell LLC	Typical $760K	$94M	123	28%
Pacific Landfall	Very Low $110K	$14M	123	2%
Investment Management Corporation	Typical $990K	$180M	184	27%
First Georgetown Securities, Inc.	Typical $830K	$100M	122	82%
Investment Leadership, LLC	Typical $680K	$83M	122	23%
4J Wealth Management, LLC	High $1.4M	$340M	243	50%
Warren Capital Group	Very Low $380K	$68M	181	37%
Fortis Wealth Management	Very Low $380K	$68M	179	0%
Heritage Wealth Management Group, Ltd	Typical $850K	$150M	177	23%
Norton Capital Management, Inc.	Typical $1.1M	$130M	118	31%
Reframe Wealth, LLC	High $1.7M	$390M	235	43%
Allvet Financial	Very Low $11K	$1.3M	117	0%
Highstone Group	High $1.5M	$260M	174	8%
Kailasa Capital Management LLC	Very High $2.1M	$240M	116	38%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
Bayview Investment Counsel, Inc	Very Low $270K	$31M	115	6%
Guelich Capital Management, LLC	Typical $950K	$110M	115	27%
EADS & Heald Wealth Management	Typical $980K	$220M	229	47%
Houlihan Financial Resource Group, Ltd.	Very High $2.1M	$360M	171	54%
Macroview Investment Management LLC	Typical $1.1M	$250M	225	29%
Arkagos Advisors & Asset Management, Inc.	Low $580K	$65M	112	50%
Cornerstone Asset Management	Low $670K	$75M	112	16%
Rockbridge Asset Management, Llc	Very High $3M	$170M	56	79%
Hwa Financial Group	High $1.6M	$270M	167	37%
KANU Asset Management, LLC	Very Low $140K	$16M	111	8%
Tenzing Financial LLC	High $1.3M	$220M	165	44%
Spark Financial Advisors	Typical $900K	$150M	164	27%
Tone Capital, LLC	Typical $710K	$120M	164	60%
Craftwork Capital LLC	Low $620K	$100M	163	18%
Birks Financial Corp.	Very High $1.8M	$290M	159	52%
Bazis Private Wealth, LLC	Typical $1.1M	$230M	210	40%
Berg Faircloth Investment Advisors	Very Low $310K	$32M	105	8%
Jason Howell Company	Low $610K	$64M	105	14%
Ortman Financial Planning	Low $610K	$63M	104	18%
Valor Wealth Partners	Low $410K	$63M	156	29%
Rauch Advisory LLC	Very Low $290K	$44M	153	5%
Resilient Asset Management	High $1.3M	$65M	51	63%
Arbor Private Wealth, LLC	High $1.6M	$160M	100	48%
Dominion Capital Wealth Advisors	Low $540K	$54M	100	24%
Ridgeline Wealth Advisors, LLC.	Typical $940K	$190M	199	36%
Harbor Asset Planning, Inc.	Very High $1.9M	$190M	99	75%
T.M. Wealth Management	Very High $2.1M	$210M	99	67%
RCPlanners	Low $540K	$81M	148	12%
Gladwyn Financial Advisors, Inc.	Very High $1.7M	$170M	98	48%
Locke Asset Management	High $1.4M	$69M	49	45%
Dudley Capital Management LLC	Very High $2.8M	$270M	97	62%
Grip Financial, LLC	Low $570K	$56M	97	25%
MontVue Capital Management, Inc.	Very High $1.9M	$360M	192	45%
Primeaumayer Financial	Low $510K	$49M	96	44%
Prospect Financial Group LLC	Very High $4.3M	$200M	48	81%
Vested Partners: A Multi-Family Office	Typical $990K	$95M	96	21%
Tesfaye O'Neill Financial	Very Low $0	$0	95	0%
CEF Advisors	High $1.2M	$110M	93	54%
The Scott S. James Company	Typical $1M	$140M	139	61%
Shrier Associates, LLC	Low $450K	$62M	138	42%
Sturman Wealth Advisors	High $1.3M	$120M	91	44%
Obrien Greene & Co Inc	Very High $2.4M	$330M	136	65%
Argo Wealth Advisory, LLC	Very High $2.5M	$230M	90	78%
Compass Capital Investments LLC	Very Low $100K	$13M	135	12%
J.S. Replogle & Associates LLC	Low $450K	$40M	90	0%
Realm Investment Consulting LLC	Typical $990K	$89M	90	52%
Galaria Capital Management, LLC	Low $610K	$82M	134	15%
Alexis Advisors	Typical $670K	$60M	89	15%
Foxman Asset Advisors Inc.	Very Low $240K	$32M	133	7%
NetAdvizor Wealth LLC	Very Low $240K	$31M	133	4%
Tidal Creek Capital Advisors	Typical $700K	$120M	177	21%
Guide Financial Planning	Low $530K	$70M	132	20%
Upper Left Wealth Management, LLC	Very High $1.8M	$160M	88	59%
Capital Squared Financial LLC	Very High $2.3M	$200M	87	61%
Aria Wealth Partners	High $1.3M	$110M	86	42%
Sampatti financial llc	Low $390K	$34M	86	19%
Stout Wealth Advisory Group, LLC	Very Low $260K	$32M	126	4%
Brightscape Investment Centers	Typical $1M	$130M	123	32%
Northern Lights Advisors, Inc.	Very High $2.1M	$260M	123	41%
Bryant & Brannock, LLC	Very Low $310K	$38M	122	0%
DecisionMap Wealth Management, LLC	Very High $2.3M	$360M	159	70%
White Pine Capital LLC	Very High $4.2M	$330M	79	89%
Mission Financial Planning, Inc.	Very Low $0	$0	117	65%
Virginia Wealth Management Group, Inc.	Very High $3.4M	$390M	117	36%
Zizzi Investments	Low $580K	$45M	78	27%
Alpha Advisors, LLC	Very High $2.2M	$250M	115	52%
PeakValley Wealth, LLC	Typical $700K	$110M	153	32%
Intentional Wealth Partners	Low $400K	$60M	152	13%
Frontier Financial Partners, LLC	Very Low $280K	$43M	151	18%
DouglasBradley LLC	High $1.1M	$84M	75	33%
Doxa Capital, LLC	Typical $930K	$70M	75	33%
Sagevest Wealth Management	Very High $2.8M	$420M	150	77%
T/R Financial Management Group, LLC	Very Low $350K	$26M	75	21%
Impact Capital, LLC	Very High $2.2M	$250M	112	64%
Kingdom Capital Advisors, LLC	Very Low $330K	$24M	74	42%
Accurate Capital and Wealth LLC	Very Low $210K	$30M	147	0%
South Atlantic Capital Management Group, Inc.	Typical $980K	$72M	73	64%
Stone Legacy Capital LLC	Very Low $170K	$12M	73	3%
Wisdom Planning Group	Typical $1M	$110M	109	20%
MWA Investments, LLC	Very High $6.7M	$240M	36	89%
Tessara Wealth	High $1.1M	$160M	143	40%
Revolution Wealth, LLC	Low $460K	$49M	107	16%
PeaceLink Financial Planning	Very Low $360K	$26M	71	0%
Portfolio Advisory Group, Inc.	High $1.6M	$110M	71	48%
Westhampton Capital	High $1.7M	$240M	142	26%
Campion Asset Management, LLC	Very High $1.9M	$200M	106	42%
Bulwark Capital Corporation	Very High $2.1M	$150M	70	67%
CrossGrain Family Investments, LLC	Very High $1.9M	$130M	70	77%
Haws Financial Planning LLC	Low $650K	$68M	105	0%
Renew Wealth Management LLC	High $1.6M	$57M	35	100%
Sound Investment Management Inc	Very High $1.8M	$260M	140	30%
Washington Growth Strategies LLC	Very High $6.2M	$220M	35	51%
Brass Capital	High $1.1M	$76M	68	28%
Sovereign Capital Vantage, Inc.	Low $390K	$27M	68	10%
Donalies Financial Planning, LLC	High $1.5M	$200M	135	85%
Kirk Capital Advisors LLC	High $1.5M	$200M	135	58%
Strategent Financial, LLC	Very High $2.8M	$370M	134	79%
3Summit Investment Management, LLC	Very Low $280K	$28M	99	30%
Schutt Capital Management LLC	Low $610K	$40M	66	50%
Strategic Wealth Capital	Very High $3.6M	$230M	65	22%
Omega Wealth Management LLC	Very High $2.5M	$310M	121	80%
Demand Wealth	Very High $2.7M	$160M	60	65%
Radiant Wealth Planning	Very Low $250K	$15M	59	0%
Sierra Hotel Financial LLC	Low $410K	$24M	59	14%
8th Street Investments, LLC	Very High $2.8M	$160M	58	60%
Bethesda Financial Advisors, LLC	High $1.5M	$84M	58	47%
Bonwell Capital Management, LLC	Very High $1.8M	$100M	57	35%
Rechter Wealth Management, LLC	Very High $2.3M	$130M	57	65%
King George Capital Mgmt, Inc.	Typical $710K	$40M	56	11%
Manuka Financial	Very High $3.9M	$220M	56	89%
American Financial Planning, Inc.	Very Low $270K	$22M	81	0%
Downshift Financial	Very High $2.7M	$210M	81	100%
Florin Group, LLC	Typical $980K	$79M	81	27%
The Table Financial Planning LLC	Low $530K	$57M	108	9%
Capitol Financial Consultants, Inc.	Very High $2.5M	$270M	107	54%
Pierce Wealth Partners, Inc.	High $1.3M	$69M	51	71%
Arthur Stein Financial, LLC	Very High $1.9M	$140M	76	76%
Taber Asset Management L.L.C.	Typical $1M	$100M	101	100%
Jade & Cowry LLC	High $1.3M	$65M	50	50%
Sandpiper Capital, LLC	Low $390K	$20M	50	0%
MZ Capital, LLC	Very High $2.1M	$150M	71	65%
WS Wealth Management, LLC	High $1.3M	$91M	71	32%
Alperin Financial Solutions, LLC	Typical $960K	$45M	47	47%
East West Investment Advisors, LLC	Very High $2M	$93M	47	55%
Evolutionary Tree Capital Management, LLC	High $1.4M	$64M	47	79%
Capital Assets Planning Incorporated	—	—	45	0%
Twin Robins Capital	Typical $730K	$33M	45	27%
Bowen Financial Services, LLC	Very High $2.9M	$190M	67	75%
Integrity Road Wealth Partners LLC	Very High $1.9M	$130M	66	64%
Richmond Quantitative Advisors, LLC	Low $600K	$26M	44	36%
Beale Healy Investment Advisors Inc	Very High $2.4M	$100M	43	84%
SMP Financial Planning, LLC	High $1.5M	$63M	43	88%
Trio Wealth Management, LLC	High $1.6M	$130M	86	57%
Arrow Wealth Advisory LLC	Very High $4.7M	$99M	21	48%
Alikos Wealth Management, LLC	Very High $2.3M	$93M	41	49%
EGP Wealth Management, LLC	Low $470K	$39M	82	18%
Empire Advisors Wealth Management LLC	Very Low $380K	$22M	59	97%
Re Envision Wealth	High $1.1M	$87M	78	37%
Sherpa Financial Guides, Inc.	Very Low $230K	$9M	39	0%
World Capital Advisors, LLC	High $1.3M	$50M	39	72%
Potomac Wealth Management LLC	High $1.3M	$48M	38	71%
Ranger Global Holdings LLC	High $1.6M	$62M	38	100%
Mint Asset Management LLC	Typical $1.1M	$62M	56	45%
Integrity Investing, Inc	High $1.6M	$58M	37	68%
Ithaka Financial Planning, LLC	High $1.7M	$92M	55	55%
CIRRUS CAPITAL MANAGEMENT, LLC	Typical $710K	$26M	36	33%
CJC Wealth Management	High $1.3M	$92M	72	43%
Regista Financial Strategies, LLC	Very Low $360K	$13M	36	31%
Kamke Investment Strategies Inc.	Very High $2M	$71M	35	60%
Swift Run Capital Management	High $1.5M	$76M	52	77%
Tyton Wealth	Typical $840K	$28M	34	47%
Vernon Management Group, Incorporated	High $1.1M	$56M	50	40%
Elemental Capital Management, LLC	High $1.3M	$43M	33	36%
Grey Owl Capital Management, LLC	High $1.4M	$48M	33	67%
Omsai Com LLC	Very Low $58K	$930K	16	0%
Allridge Wealth Management, Inc	Very High $3.3M	$100M	31	100%
Olsen Family Financial, LLC	Very Low $300K	$14M	46	0%
A.G. Campbell Advisory, LLC	Very High $4.7M	$280M	61	48%
Sanctuary Financial Planning, LLC	Very High $2.3M	$100M	44	82%
Oxford Capital Management	Very High $5.9M	$170M	29	79%
R & J Financial Partners, LLC	Very High $2.2M	$64M	29	69%
Springreef LLC	Very Low $0	$0	29	100%
Edgewater Asset Management	High $1.5M	$41M	28	64%
Silverstone Financial LLC	Typical $1M	$28M	28	39%
District Capital Management, LLC	Typical $710K	$29M	40	33%
Generational Private Wealth	Very High $6.7M	$260M	39	51%
Malatai Capital LLC	Very High $1.7M	$65M	38	21%
Carr Capital Management	Very High $3.5M	$89M	25	36%
Kuhn & Company Investment Counsel, LLC	Very High $2.5M	$120M	50	64%
NHABLA	High $1.3M	$33M	25	32%
Pilot Retirement Advisors	High $1.7M	$42M	25	100%
Twin Rivers Advisors, LLC	Low $600K	$15M	25	40%
Vistafront Partners Inc	Very Low $27K	$640K	24	0%
Acts Financial Advisors	Very High $5.5M	$130M	23	78%
CST Advisory Services, LLC	—	—	11	0%
Horizon Capital Management, Inc.	High $1.4M	$29M	21	62%
Zak Investment Management Company, LLC	Very High $2.5M	$49M	20	50%
Vesteer Wealth Management, LLC	Typical $770K	$22M	29	48%
Goydas Capital Investment Management, LLC	Typical $990K	$19M	19	53%
Raskin Global Inc.	Low $490K	$18M	38	21%
Virginia Global Asset Management, LLC	High $1.5M	$26M	17	59%
Roseline Capitol Advisors, LLC	Very High $2.7M	$67M	25	44%
Insight Financial, Inc.	High $1.5M	$23M	15	100%
DP Grow LLC	Very Low $170K	$2.3M	14	0%
Glenayr Family Advisors LLC	—	—	14	0%
Iconic Wealth Management	High $1.3M	$19M	14	71%
Weisert Investment Services, Inc.	Very Low $110K	$1.5M	14	0%
AD Deum Funds, LLC	Very Low $50K	$650K	13	0%
American Values Investments, Inc.	—	—	6	0%
Baker Asset Management, LLC	Very Low $380K	$4.5M	12	17%
Valley Investors Corporation	Very Low $280K	$3.4M	12	0%
B&L Wealth Group, LLC	High $1.3M	$15M	11	100%
Grammatical Capital, LLC	Typical $700K	$7M	10	30%
Astra Prime Wealth Management	Very High $3.9M	$55M	14	57%
Robinson Global Investment Management LLC	Very High $7.3M	$59M	8	100%
LegacyBridge Wealth Management, LLC	Low $500K	$3.5M	7	14%
Rival Capital Management, LLC	Very Low $300K	$3M	10	0%
JB Wealth Advisors LLC	—	—	3	0%
Martello Retirement and Wealth, LLC	Very High $5.7M	$34M	6	100%
Enriched Advice	Very High $2.6M	$13M	5	80%
Dauntless Advisory, LLC	Typical $870K	$2.6M	3	100%
Adnate Capital Management LLC	—	—	—	—
Ferrante Capital LLC	—	—	—	—
Financial Freedom Planners	—	—	—	—
Hyco River Investments, Incorporated	—	—	—	—
MFB Investments, LLC	—	—	—	—
Pinion Financial Services, LLC	—	—	—	—
Purpose Driven Wealth Advisors LLC	—	—	—	—
Veritas Financial Services, LLC	—	—	—	—

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