AUM per client for Supported firms serving clients in Washington

Supported firms active in Washington 378 firms

Very Low $190K-$410K

Low $410K-$650K

Typical $650K-$940K

High $940K-$1.5M

Very High $1.5M-$2.9M

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

Median: $790K

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Firm	AUM/client	AUM	Clients	HNW client %
Pacifica Partners Capital Management	Low $430K	$240M	544	26%
Arta Finance	Very Low $150K	$150M	1,043	100%
Elite Financial, Inc.	Low $620K	$270M	439	17%
Pento Portfolio Strategies, LLC	Very Low $270K	$240M	874	88%
North Financial Inc	Very Low $100K	$38M	380	0%
Monson Wealth Management, Inc.	Low $410K	$150M	364	9%
Asia Pacific Financial Management Group, Inc.	Very Low $150K	$210M	1,417	3%
Encompass Wealth Advisors, LLC	Very Low $360K	$460M	1,272	47%
Blackburn Financial	Very Low $120K	$70M	593	0%
Prevail Wealth Management	High $990K	$260M	264	33%
Smartharvest Portfolios	High $1.4M	$350M	255	100%
Baring Financial LLC	Low $440K	$210M	483	11%
Trademark Financial Management, LLC	Low $640K	$290M	458	11%
Acumen Financial Advisors, LLC	Very High $2.1M	$470M	220	61%
Stock Management LLC	Very Low $320K	$140M	439	18%
Palouse Capital Management, Inc.	Low $450K	$400M	877	5%
Crown Point Wealth Advisors	Very Low $270K	$180M	653	19%
Borabond, LLC	Very Low $400	$83K	207	0%
Cornerstone Alternatives	Very Low $390K	$160M	410	100%
Arbor Capital Management Inc	Low $610K	$370M	601	27%
Lettin Wealth Management Group, Inc.	—	—	200	0%
Interwest Investment Advisors, Inc	Very Low $150K	$60M	389	1%
Wayfinding Financial, LLC	High $980K	$350M	361	26%
Saos Capital, LLC	Low $420K	$230M	536	15%
Abound Financial	Typical $790K	$410M	525	26%
Benham Advisory Group	Very Low $270K	$94M	345	5%
Soundpath Retirement Strategies, LLC	Very Low $190K	$130M	690	10%
Stangier Wealth Management	Low $600K	$300M	496	20%
Intirety, LLC	Very Low $150K	$96M	650	3%
Spectrum Wealth Advisory Group, LLC	Low $650K	$420M	646	35%
Burrus	Typical $750K	$240M	322	25%
Kanno Capital	Very Low $270K	$44M	161	25%
Moulton Wealth Management, Inc	Very Low $330K	$160M	477	11%
Timepiece Financial Planning, Inc.	Low $460K	$74M	159	0%
Olde Wealth Management, LLC	High $1.2M	$370M	313	28%
Cadence Wealth Management, LLC	Low $580K	$90M	156	26%
The Clark Group Asset Management	Typical $740K	$340M	458	38%
Hallett Advisors	Low $510K	$150M	293	17%
Wordhouse Wealth Coaching	—	—	293	0%
Portland Private Wealth Management, Inc.	Low $530K	$230M	439	14%
Wood Tarver Financial	Typical $800K	$460M	575	26%
Financial Forum, Inc.	Low $500K	$290M	572	13%
Next Level Wealth Planning, LLC	Low $560K	$320M	572	15%
Roosevelt Advisors LLC	Very Low $69K	$20M	286	0%
Terra Wealth	Very Low $260K	$150M	572	8%
3 Peaks Financial	Very Low $190K	$52M	280	5%
Vorpahl Wing Securities, Inc.	Very Low $220K	$120M	557	0%
Axiom Wealth Strategies, LLC	Low $450K	$120M	272	25%
ROI Financial	High $940K	$260M	272	29%
Capstone RIA	Typical $920K	$240M	262	33%
Viewpoint Capital Management	Very High $2.1M	$270M	125	43%
Demars Financial Group LLC	Typical $750K	$370M	498	33%
Ryan Financial Solutions, LLC	Very Low $320K	$78M	247	9%
True North Retirement Advisors, LLC	High $1.1M	$420M	365	34%
Phillip B. White Co., Inc	High $1.3M	$310M	243	42%
Florin Pensions LLC	—	—	485	0%
Baobab Wealth Management	Very Low $290K	$70M	240	6%
FORS Financial	Low $560K	$130M	240	18%
Newground Social Investment	High $1.3M	$150M	120	44%
Five Pine Wealth	Low $540K	$190M	345	14%
Envision Capital Management Inc	High $1.5M	$330M	226	100%
MFA Wealth Services	High $1.3M	$290M	224	4%
Telos Wealth	Typical $680K	$75M	111	21%
Vantage Financial Group	Very Low $260K	$120M	441	25%
Adams Financial Concepts, LLC	Low $650K	$71M	110	69%
James R. Martin Consulting, Inc	Very High $1.7M	$370M	220	40%
Bellevue Asset Management, LLC	Very High $1.7M	$370M	219	42%
Vantage Wealth Management LLC	Very Low $250K	$56M	219	9%
Allen Capital Management, LLC	Very High $1.8M	$200M	109	45%
Dale Q. Rice Investment Management	High $1.4M	$150M	108	66%
Newbury Capital Management, LLC	Very Low $340K	$150M	430	20%
Strada Financial Group LLC	Typical $750K	$160M	213	22%
Greystone Financial & Estate Services, Inc.	Low $530K	$110M	207	16%
Cairn Investment Group	High $1.2M	$380M	309	39%
Wealthspring	Typical $890K	$360M	409	25%
Centurion Financial Strategies LLC	Typical $750K	$77M	102	44%
Eldon Reese Advisory Group	Very Low $200K	$59M	302	17%
Parker Financial LLC	Typical $890K	$270M	302	13%
Horowitz & Company, Inc.	Typical $680K	$140M	199	21%
Lookahead Wealth LLC	Very Low $230K	$45M	199	44%
AIO Financial, LLC	High $1M	$200M	197	24%
Lake Avenue Financial LLC	Low $490K	$140M	293	12%
Financial Planning First, LLC	Very Low $370K	$110M	291	11%
Investors Portfolio Services LLC	Typical $820K	$240M	289	29%
Portfolio Strategies Inc	Very Low $140K	$42M	289	0%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Lodestone Wealth Management LLC	High $1.2M	$330M	287	34%
Aurora Investment Managers, LLC	Very High $1.8M	$320M	185	30%
Urban Wealth Management or UWM	Typical $710K	$200M	275	19%
Sunrise Financial Services LLC	Low $560K	$150M	271	11%
Sound Financial Center LLC	Very Low $370K	$100M	270	17%
Madison Park Capital Advisors, LLC	Typical $770K	$280M	358	30%
Arcadia Investment Advisors, LLC	High $1.2M	$330M	266	44%
Park + Elm Investment Advisers	Very Low $330K	$85M	260	13%
TradeWinds Wealth Management	Low $490K	$130M	260	11%
Insight Capital Management	High $960K	$330M	343	42%
Para Wealth Advisors, Inc.	Typical $860K	$220M	257	30%
Mainstream Capital Management	High $1.3M	$220M	170	35%
Miller Financial Group, LLC	Low $490K	$83M	170	12%
Triple Summit Advisors, LLC	Low $620K	$100M	169	21%
Integrity Wealth Management, Inc.	High $980K	$160M	167	23%
MacFarlane Investors	Very Low $44K	$7.4M	167	0%
TWM Wealth Management Corp	Low $530K	$89M	167	16%
O'Brien Investment Management, LLC	High $1.5M	$250M	165	58%
True Wealth Group	Typical $910K	$150M	164	48%
Crafted Finance, LLC	Low $480K	$78M	162	48%
Summit Investment Management, Ltd.	Low $520K	$84M	162	4%
Leeward Financial Partners, LLC	Very High $1.7M	$400M	241	78%
DW Investment Solutions, Inc.	Typical $700K	$110M	159	29%
Lesa Sroufe & Company, Inc.	Typical $870K	$210M	238	93%
Concinnus Financial, Inc	Very Low $190K	$31M	158	5%
Foresee Wealth Advisors	Typical $890K	$140M	158	35%
South Cove Financial, LLC	Low $610K	$150M	237	5%
Inman Financial Services, Inc.	Typical $820K	$190M	234	28%
Twenty Twenty Investment Advisors, LLC	Very Low $370K	$110M	312	7%
White & Company Financial Planning, Inc.	Low $490K	$150M	307	13%
Financial Investment Team ("FIT")	Typical $690K	$210M	303	8%
Waystone Advisors LLC	Low $590K	$180M	303	15%
Seneschal Family Office	High $1.3M	$300M	227	39%
TFS Advisors, LLC	High $1M	$150M	151	43%
Kaizen Financial Advisors, LLC	Very High $1.7M	$260M	150	53%
Pavion Blue Capital, LLC	Very High $2.7M	$410M	150	88%
Briggs Financial Inc.	Very Low $350K	$52M	148	9%
Surience Private Wealth LLC	Typical $830K	$120M	148	41%
Ares Financial Consulting LLC	Typical $840K	$240M	289	16%
COPIA Wealth Management	Low $540K	$150M	288	20%
Legacy Investment Partners, LLC	Very High $1.8M	$390M	216	33%
Stapp Wealth Management, PLLC	Typical $670K	$150M	215	16%
Sabin Investment Management, Inc.	Very Low $310K	$44M	143	8%
RM Private Wealth Management	Very High $4.8M	$340M	71	100%
The Planner's Edge LLC	Typical $840K	$180M	213	21%
AlpenGlobal Capital, LLC	High $1.3M	$180M	141	57%
Sky-Mountain Capital Management	High $1.5M	$210M	141	38%
Better Financial Services, LLC	Typical $680K	$95M	140	29%
Schmidt Financial Management	Very High $3.6M	$500M	140	69%
Erlandson Wealth Management	Low $490K	$68M	139	34%
Davenport Watts & Drake Investment Advisors, LLC	Typical $750K	$160M	208	13%
Shira Ridge Wealth Management	High $1.3M	$360M	277	45%
Lakeside Advisors Inc	Very High $1.9M	$400M	207	46%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Columbia River Financial Group	Typical $700K	$190M	274	22%
Wealthcollab	Very High $4.7M	$320M	68	71%
WMS Wealth Management LLC	Very Low $340K	$47M	136	38%
Prism Financial Planning, LLC	Very Low $0	$0	135	0%
Singer Wealth Management	Typical $880K	$120M	135	27%
Ambassador Wealth Management, LLC	Typical $670K	$90M	134	31%
Eagle Harbor Asset Management, Inc.	Typical $800K	$160M	199	77%
Oregon Pacific Wealth Management	Low $570K	$150M	265	14%
WE Alliance Wealth Advisors, Inc.	Typical $880K	$230M	265	11%
aLuman	High $940K	$120M	132	23%
Clear Wealth Management	Typical $770K	$100M	132	23%
Lake Road Advisors, LLC	Typical $700K	$92M	132	71%
Park Wealth Management	Very Low $180K	$12M	66	0%
Tamalpais Asset Management	High $1M	$260M	261	28%
S. R. Schill & Associates, Inc.	Typical $730K	$140M	195	31%
Grange Capital, LLC	Typical $790K	$210M	259	45%
Jarrod Adams Investing, LLC	Typical $650K	$84M	129	13%
Simple Wealth LLC	Very Low $370K	$47M	129	20%
Stolz & Associates, Ps	High $1.4M	$280M	193	33%
Barnes Dennig Private Wealth Management, LLC	High $960K	$180M	191	3%
Grant Koehler & Levin Ltd.	High $1.5M	$280M	191	62%
917 Advisory Services LLC	Typical $790K	$150M	190	31%
Adair Wealth Management	Very Low $410K	$51M	126	17%
Shared Vision Wealth Group	Very High $1.8M	$330M	189	40%
The Capeloto & Hedrick Co	High $1M	$130M	126	29%
Emerald Blue Advisors	Low $470K	$88M	188	60%
Summa Global Advisors, LLC	High $1.1M	$140M	125	33%
Capitol Family Office, Inc.	High $1.1M	$140M	124	36%
Wealthmark, LLC	Typical $800K	$99M	123	57%
Holm & Cawley Financial Group LLC	Low $440K	$110M	245	11%
Fearless Wealth	High $1.3M	$81M	61	43%
Snake River Investment Counsel LLC	Low $630K	$77M	121	17%
Taurus Capital Advisors, LLC	Typical $870K	$210M	242	19%
Vega Financial LLC	Low $490K	$60M	121	23%
Capital Consulting & Asset Management	High $1.2M	$220M	180	47%
Fortis Wealth Management	Very Low $380K	$68M	179	0%
Optimist Retirement Group, LLC	Very High $2.1M	$250M	119	60%
Cascade Investment Advisors, Inc.	Very High $2M	$360M	177	35%
Xena Financial Planning, LLC	Typical $890K	$100M	118	43%
Camelotta Advisors	Very High $4M	$230M	58	67%
Regency Capital Management Inc.	Very High $3M	$340M	116	59%
WLFB Inc	Very Low $0	$0	58	62%
Columbia River Advisors	Typical $830K	$190M	231	12%
Marquam Capital	Very Low $190K	$32M	173	23%
Middleton & Company	High $1.1M	$130M	115	37%
Millennial Wealth	High $1.2M	$280M	229	45%
Stewardship Concepts Financial Services LLC	Typical $730K	$170M	229	27%
Handy & Company Financial Advisors, Inc.	Low $600K	$69M	114	23%
Brentview investment Management, LLC	Low $620K	$100M	169	100%
Bedrock Investment Advisors	Very Low $220K	$50M	224	62%
Gevers Wealth Management	High $1.3M	$220M	167	50%
Selkirk Wealth Advisors, LLC	High $1.1M	$180M	164	37%
Armour Wealth Advisors, LLC	High $1M	$110M	109	29%
Coast Capital Management	Very Low $250K	$14M	54	6%
Pacific Value, LLC	High $960K	$160M	162	32%
Based Capital Wealth LLC	Very Low $400K	$43M	107	53%
Sawston Wealth Management LLC	Very Low $400K	$42M	106	22%
Trail Financial Planning LLC	Typical $750K	$120M	157	33%
Helm Capital Management	Very High $7.7M	$400M	52	81%
UTA LLC	Very High $2.1M	$210M	102	42%
ACP Investment Management	Typical $700K	$110M	152	28%
Axia Wealth Management Inc	Typical $850K	$130M	152	48%
Breakwater Investment Management	Very High $2M	$300M	152	37%
44 Wealth Management LLC	Very High $1.9M	$390M	201	68%
Clarity Capital Management LLC	Typical $840K	$84M	100	35%
Goodstein Wealth Management LLC	High $1.1M	$110M	100	46%
LifeFocus Financial Advisors, LLC	Typical $820K	$82M	100	36%
Seattle Wealth Management LLC	High $1.3M	$130M	100	51%
Ervin Investment Management	Very High $2.8M	$270M	98	56%
SAR Wealth Management	Very Low $77K	$3.8M	49	0%
Gould Capital, LLC	High $1.1M	$160M	146	36%
MKT and Associates LLC	Very High $2.6M	$370M	146	41%
Roberts Wealth Advisors, LLC	Very High $2.8M	$410M	146	86%
Waterrock Global Asset Management	Low $500K	$73M	146	36%
Firewall Capital Management	Very Low $330K	$64M	193	21%
Fort Vancouver Investment Management, LLC	High $1.2M	$240M	193	42%
Arbor Investment Management	Very High $1.7M	$160M	96	69%
Sonata Capital Group Inc	Very High $1.9M	$360M	192	62%
Fulcrum Wealth Advisors, LLC	High $1.5M	$210M	143	78%
Anselme Capital, Inc.	Typical $690K	$65M	94	32%
Bridge Capital Consulting, LLC	Low $530K	$75M	141	21%
Contango Wealth Management LLC	High $1.3M	$120M	94	60%
Convexity Wealth Management, LLC	Typical $680K	$64M	94	26%
Sound Investment Strategies, Inc.	Typical $670K	$63M	94	21%
TerraFirma Wealth Partners	High $1.3M	$120M	94	46%
Investor Resources Inc	Very Low $370K	$34M	92	20%
Pacific Financial Advisors	Low $600K	$110M	184	26%
Defined Wealth Management, LLC	Very High $1.6M	$220M	137	32%
Aspen Financial Management, Inc.	Very Low $210K	$19M	91	0%
Financial Freedom for Dentists LLC	Typical $760K	$100M	136	42%
Macro Wealth Management, Inc.	Very Low $380K	$69M	181	35%
Gen Y Planning	Low $600K	$54M	90	12%
Monteith Wealth	Typical $820K	$74M	90	31%
Prentice Financial Planning, LLC	Low $540K	$97M	180	24%
Rainier Wealth Management LLC	Typical $820K	$73M	90	49%
BBJS Financial Advisors, LLC	Very High $3.7M	$330M	89	34%
Financial & Estate Advisors, Inc	Low $610K	$54M	89	37%
Waits Investments, LLC	Typical $880K	$78M	89	16%
Guide Financial Planning	Low $530K	$70M	132	20%
Nexus Strategic Wealth	Low $640K	$56M	88	17%
Change Wealth Advisors	Typical $770K	$67M	87	21%
Stock Pro	Low $450K	$39M	87	5%
North Ridge	Very High $1.7M	$220M	130	54%
Brackenwood Capital Management, LLC	High $1.5M	$130M	86	34%
Radix Wealth	Typical $840K	$72M	86	45%
Finance Wisdom	Low $460K	$58M	128	2%
My Personal CFO, LLC	Very High $4.3M	$370M	85	58%
Archer Wealth Advisors	Low $600K	$76M	127	13%
Integrated Wealth Advisors, LLC	High $1.5M	$120M	84	45%
Viento Financial Group, LLC	Low $610K	$51M	83	23%
Northern Lights Advisors, Inc.	Very High $2.1M	$260M	123	41%
Opportunus Wealth Management, LLC	Typical $840K	$100M	123	29%
MB Gen Wealth	Very High $3.3M	$400M	120	60%
Skyline Financial Northwest	High $1.1M	$130M	119	65%
PNW Asset Management	High $1.4M	$110M	78	55%
Main Avenue Financial Services, LLC	High $1.3M	$100M	77	56%
Cascade Wealth Advisors, Inc	Very High $2M	$230M	114	72%
C.M.Bidwell & Associates Ltd	High $1.2M	$190M	151	9%
Clearbrook Investment Management, LLC	Very Low $210K	$24M	113	31%
Nfwm	Very High $2.4M	$180M	75	67%
Smart Portfolios, LLC	High $1.4M	$210M	150	39%
Coho Advisory Services, LLC	Very Low $310K	$46M	148	5%
Leverage Planners Wealth Management, LLC	Very Low $190K	$21M	110	0%
GK Capital Partners	Typical $740K	$54M	73	34%
Johnson & Shute Investment Advisors, Inc.	Very High $1.8M	$130M	73	63%
Waycross Investment Management Co	High $1.2M	$180M	146	34%
Compass Investment Advisers, LLC	Very High $1.5M	$110M	72	35%
Inland Financial Planning	Low $570K	$41M	72	13%
Optivest, Inc.	Very High $2.9M	$310M	108	52%
Settlement Capital Advisors	Typical $810K	$88M	108	28%
Barker Wealth Management, LLC	Very High $3.3M	$230M	70	61%
Galileo Planning Group, Inc.	—	—	140	0%
Keith McBride Financial Services Inc.	Very Low $400K	$28M	70	20%
Rainier Family Wealth, Inc.	Very High $2.9M	$300M	105	68%
Gates Pass Advisors, LLC	Very High $3M	$210M	69	91%
Strategy Cap, LLC	High $950K	$64M	68	49%
Sila FInancial, LLC	High $1.2M	$120M	100	49%
Hamrick Investment Counsel, LLC	Very High $2.8M	$280M	99	56%
Omega Financial Investments & Insurance	High $1.1M	$71M	66	42%
Sustain Financial Inc.	Low $590K	$39M	66	35%
Taurus Financial	High $1.3M	$85M	66	94%
Liberty Capital Investment Corporation	Low $650K	$84M	131	0%
Helmsman Financial Group, LLC	Very High $1.9M	$190M	98	53%
MKG Financial Group, Inc.	Very Low $220K	$14M	65	0%
Interactive Wealth Advisors	High $1.4M	$91M	63	52%
Mellor & Associates LLC	Very Low $350K	$22M	63	8%
Rain or Shine Planning, LLC	Typical $930K	$58M	63	46%
Agate Pass Investment, LLC	Very High $2.7M	$340M	124	73%
Alturas Wealth Management, LLC	Typical $770K	$47M	61	18%
FinSym Partners, LLC	Very High $2.1M	$190M	90	51%
Illumine Investment Management, LLC	Very High $2.1M	$190M	90	32%
One Day Wealth	Typical $730K	$44M	60	40%
Planful Finance LLC	Typical $890K	$54M	60	33%
Private Asset Management Inc	Very High $1.8M	$110M	60	67%
Reppond Investments, Inc.	Low $490K	$44M	90	18%
Radiant Wealth Planning	Very Low $250K	$15M	59	0%
Trimaran Capital	High $1.2M	$72M	59	44%
Balanced Investment Advisors, LLC	Typical $710K	$41M	58	28%
Seek First Inc.	Very High $2.9M	$250M	85	74%
Blue River Capital Management	Typical $750K	$41M	55	20%
Integrity Financial Strategies	Low $430K	$24M	55	24%
The Goodland Group	Typical $650K	$71M	110	70%
Reliance Investing, Inc.	Very Low $400K	$32M	80	0%
Long Bridge Capital Management	Low $510K	$54M	106	0%
Fyooz Financial Planning	Typical $750K	$59M	79	47%
Truvista Advisors LLC	High $1.1M	$57M	51	45%
Seaborn Financial, LLC	Very High $2M	$150M	76	64%
3rd Creek Investments	Very High $1.7M	$170M	100	42%
Firebrand Wealth Management, LLC	Typical $790K	$79M	100	21%
Jade & Cowry LLC	High $1.3M	$65M	50	50%
Hawkins Investment Counsel, LLC	Very High $1.7M	$170M	98	51%
Asymmetric Advantage Capital Management, LLC	High $1.1M	$51M	48	46%
Avos Capital Management, LLC	Very High $3.5M	$170M	48	92%
Tenere Financial	Very High $1.7M	$81M	48	2%
NEOKAI Capital	Low $620K	$43M	70	41%
Sound Financial Advisors, Inc.	Low $520K	$24M	46	17%
Capital Investment Services, LLC	Very High $2.2M	$100M	45	80%
NWT Advisors, LLC	Very Low $410K	$18M	45	29%
Tieton Capital Management	Very High $2.8M	$130M	45	31%
Wilkison Investment Services, LLC	Low $590K	$27M	45	0%
Runde & Co. LLC	Very High $4.6M	$200M	44	100%
Tollefson and Company Investment Management LLC	Very High $5M	$110M	22	100%
Uplevel Wealth	Very High $2.6M	$120M	44	84%
Acentrus Financial Partners LLC	Very Low $290K	$13M	43	0%
Equilus Group Inc	Very Low $300K	$26M	86	15%
Blueprint Investing LLC	Very High $10M	$440M	42	100%
Tandem Capital Management, Inc.	Very High $2.9M	$240M	84	86%
MCM Wealth	Very High $2M	$170M	83	83%
Sound Legacy Wealth Advisors, LLC	Very High $2.2M	$89M	41	49%
Insight Financial	Low $510K	$21M	40	0%
Penny Lane Wealth Management, LLC	Low $470K	$19M	40	23%
Theory Planning Partners	Low $560K	$33M	59	8%
Pacific Crest Financial Advisors, LLC	High $1.4M	$80M	57	44%
M Stevens Wealth Advisors, LLC	Very Low $190K	$7.1M	37	8%
Westlake Wealth Management LLC	High $1M	$77M	74	36%
Nautical Star Financial Group LLC	Low $620K	$45M	72	32%
Pacific Horizon Investment Management LLC	Very High $2.2M	$81M	36	81%
Stonebridge Capital Management NW, LLC	High $1.4M	$49M	36	44%
Northern Monarch Capital LLC	Low $570K	$41M	71	23%
Upleft Asset Management	High $1M	$54M	53	34%
LG Financial Services, LLC	—	—	35	0%
Lci Advisors	High $1.2M	$58M	50	44%
Mcmillen & Company, Inc.	Very High $2.5M	$81M	32	31%
B3 Wealth Strategies	Low $580K	$36M	62	68%
Steward Capital LLC.	Very High $2M	$61M	31	65%
Chimera Wealth	Very Low $370K	$16M	45	20%
Paysse Jennison Financial Advisors, Paysse Jennison	Very High $2.2M	$65M	30	57%
Sander Capital Advisors, Inc.	Very High $14M	$210M	15	100%
Alegria Asset Management	Typical $890K	$39M	44	20%
Cedar River Capital, LLC	Very High $1.9M	$54M	28	82%
Pacific Wealth Advisory, LLC	Very Low $280K	$12M	42	100%
Karel Capital, Inc.	Very High $2.7M	$110M	41	63%
DeLeon Wealth LLC	Low $420K	$11M	27	44%
Sunnybranch Wealth LLC	High $1.1M	$31M	27	70%
Pinnacle Portfolio Advisors	Very High $4.3M	$170M	40	53%
Vela Consulting, LLC	Typical $890K	$47M	53	100%
Abacus Financial Planning	Very Low $230K	$6M	26	0%
Vita Planning Group LLC	High $1.4M	$69M	50	48%
Legion Private Wealth Management	Very Low $200K	$4.8M	24	58%
Briarwood Financial	Very Low $150K	$3.3M	23	0%
Anchor Financial	Very Low $130K	$5.8M	45	0%
Humanize Wealth	Very High $2.3M	$47M	21	100%
Conestoga Wealth Partners	—	—	30	0%
Two Firs Financial	High $970K	$19M	20	55%
Avantia Investment Services, LLC	Very High $4.1M	$120M	29	55%
BDL Wealth Management PLLC	Very Low $310K	$5.6M	18	6%
A5 Financial LLC	Typical $930K	$15M	16	38%
Ceva Advisors	Very High $2.2M	$52M	24	54%
Finomenon Investments LLC	Very Low $190K	$3.1M	16	63%
MindState Capital LLC	Very High $4.4M	$70M	16	100%
Woodland Wealth Advisors	Low $650K	$10M	16	25%
Harborview Asset Management LLC	Very High $8.3M	$120M	15	100%
Heritage Road Advisors	High $1.4M	$21M	15	87%
Mercer Island Capital Management, LLC	High $1.5M	$23M	15	53%
Rattlesnake Creek Capital LLC	High $1.5M	$22M	15	47%
Simpli-FI Alpha LLC	Very Low $190K	$2.8M	15	0%
Greenrock Asset Management LLC	Low $460K	$5.5M	12	17%
BMMS Wealth Advisory LLC	—	—	22	0%
Smithbrook, LLC	Very High $6M	$90M	15	100%
FAP, LLC	—	—	12	0%
PWR Financial Services	Very High $12M	$95M	8	0%
Summit Family Office Services, LLC	Low $430K	$6.5M	15	0%
Walla Walla Wealth Advisors	Very High $2.3M	$16M	7	71%
APEX Advisory Group, Inc.	Very Low $0	$0	7	0%
Third Stanza Group	Very Low $38K	$38K	1	0%
AyurAsset LLC	—	—	—	—
Compton Financial Group, LLC	—	—	—	—
GenSphere Private Wealth, LLC	—	—	—	—
Kavout Algo Financial LLC	—	$1.8M	—	—
Myicon	—	—	—	—
NBW Capital LLC	—	$0	—	—
Senior Financial Advisors, Inc.	—	—	—	—
Tranquility Path Investment Advisors, LLC	—	—	—	—

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