AUM per client for Team firms serving clients in California

Team firms active in California 881 firms

Very Low $220K-$450K

Low $450K-$920K

Typical $920K-$1.4M

High $1.4M-$2.3M

Very High $2.3M-$5.6M

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

Median: $1.1M

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Firm	AUM/client	AUM	Clients	HNW client %
Advice Only	—	—	—	—
Ascentis Asset Management, LLC	—	$0	—	—
JET Wealth Advisors	—	—	—	—
Ocean Path Advisors, LLC	—	—	—	—
Yayati Asset Management, LLC	Low $650K	$2M	3	100%
Griffinest Asia Asset Management, LLC	Typical $1.1M	$12M	11	100%
Sun Global LLC	Very Low $420K	$4.6M	11	45%
Inflection Capital Management, LLC	Very High $21M	$370M	17	100%
Colomb Investment Management Company, LLC	Very Low $150K	$4.7M	32	0%
Malakoff Wealth	—	—	30	0%
Precise Investment Management, Inc.	Very High $4.7M	$190M	40	68%
First Western Securities, Inc.	High $1.5M	$42M	28	50%
Globalink Wealth Management, LLC	Very Low $270K	$11M	39	59%
Pacific Point Wealth Management	Very Low $180K	$6.4M	35	0%
Service Academy Capital Management LLC	Very High $12M	$670M	56	71%
Market Gauge Asset Management	Very Low $440K	$18M	41	29%
Trident Advisors LLC	Very Low $300K	$12M	41	0%
US Capital Global Wealth Management, LLC	Low $490K	$25M	50	6%
Ariadne Wealth Management, LP	Very High $12M	$630M	53	100%
Atlas	Very High $3.2M	$150M	47	15%
Green Vista Asset Management LLC	Very Low $240K	$14M	58	28%
Carapace Financial Advisors LLC	Typical $1.2M	$59M	49	100%
Paraklete Financial, Inc.	Very Low $0	$0	69	80%
BMB Advisers LLC	Very High $20M	$610M	30	100%
Kingsbridge Wealth Management, Inc.	Very High $8.8M	$440M	50	90%
Elyxium Wealth LLC	Very High $16M	$820M	51	100%
Q3 Advisors, LLC	—	—	224	0%
Investment Research Corp	Very Low $310K	$51M	163	2%
Solstein Capital, LLC	Very High $17M	$380M	22	64%
Regal Advisory Services, Inc.	Very Low $350K	$95M	269	17%
Downtown Wealth Studios, LLC	Very High $12M	$550M	45	80%
Prospero Wealth, LLC	Typical $1.1M	$90M	80	53%
Salem Partners Wealth Management, LLC	Very High $33M	$1.5B	46	100%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Colorado Financial Service Corporation	Very Low $450K	$84M	188	100%
Equity Advisors, LLC	Very Low $330K	$36M	108	0%
Valley FInancial Management, Inc.	Very Low $3.8K	$470K	124	3%
57 West Capital Advisors, Inc.	Very Low $390K	$30M	78	14%
Najarian Family Office, LLC	Typical $1.1M	$76M	66	38%
Financial Transparency	Typical $1.3M	$300M	227	23%
Curated Wealth Partners, LLC	Very High $23M	$1.6B	68	100%
Pacific Point Advisors, LLC	Very High $3.6M	$300M	84	90%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
AtCap Partners, LLC	Low $490K	$170M	342	56%
Greenwich Advisors, LLC	Very High $2.6M	$190M	72	51%
AMC Wealth Management, LLC	Low $740K	$75M	101	0%
Blue Jasper Capital LLC	Very Low $270K	$20M	73	7%
Pacific Capital	Very High $9M	$660M	73	85%
Neil Jesani Wealth Management	High $2.1M	$150M	74	100%
TritonPoint Partners, LLC	Very High $3.9M	$290M	74	57%
CSP Financial Group LLC	Very Low $380K	$120M	312	10%
MDX Wealth Management	Low $630K	$66M	105	0%
North Capital	Typical $1.4M	$270M	170	27%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Bull Harbor Capital LLC.	Low $840K	$350M	421	30%
Augustine Asset Management Inc	Very High $11M	$650M	61	100%
Banyan Tree Asset Management, LLC	Very High $20M	$930M	46	100%
Ministry Partners Securities, LLC	Very Low $100K	$15M	123	34%
MMA Asset Management LLC	Typical $1.2M	$330M	282	52%
PCM Encore, LLC	Very High $13M	$1.6B	127	52%
Mcclurg Capital Corporation	Typical $960K	$77M	80	3%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
Manchester Capital Management LLC	Very High $11M	$2.2B	211	73%
AWM Capital, LLC	Very High $3M	$1.4B	455	52%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Atlas Capital Advisors Inc.	Very High $7.7M	$1.1B	137	68%
Empirikal Partners LLC	Low $500K	$87M	175	75%
McNally Financial Services Corporation	Very Low $190K	$27M	140	9%
Moment Private Wealth	Very High $3.4M	$360M	105	62%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Braypark Wealth Management	Very Low $440K	$40M	90	6%
JRS Investments and Wealth Preservation, LLC	Very Low $170K	$15M	91	2%
Ducere Wealth Management	Very High $3.8M	$490M	128	41%
Best Life Infinity, LLC	Very Low $440K	$48M	110	8%
CoastEdge Partners, LLC	Very High $12M	$1.6B	131	100%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Provenio Capital	Very High $13M	$1.2B	94	100%
Highline Wealth Partners	High $2.3M	$720M	320	28%
API Financial Advisors, LLC	Very Low $370K	$85M	227	4%
American Northwest Advisory Services L.L.C.	Very Low $430K	$41M	95	38%
J K R & Company, Inc.	Typical $1.4M	$140M	95	32%
MBI LLC	High $1.6M	$300M	191	50%
PracticeCFO Investments	Low $800K	$170M	211	60%
Intelligent Capitalworks	Very High $3.8M	$360M	96	82%
Fire Capital Management, LLC	Very High $8.8M	$510M	58	57%
The Advisory Group of San Francisco, LLC	Very High $3.5M	$410M	116	73%
Life Line Wealth Management LLC	Very High $5.7M	$560M	97	52%
Sparta Wealth Partners	High $1.8M	$280M	156	75%
Morling Financial Advisors, LLC	Very High $2.8M	$930M	333	77%
LRI Investments	Very High $4M	$1.9B	477	45%
Blue Line Capital	Low $860K	$100M	121	20%
Legacy Investment Strategies, LLC	Low $660K	$110M	167	25%
Your Choice Financial LLC	Very Low $310K	$40M	126	12%
Forefront	Very Low $420K	$240M	572	18%
Avisen Advisors, LLC	High $2M	$370M	191	48%
freeGulliver, LLC	Very High $3.1M	$530M	170	51%
Finec Asset Management	Low $740K	$95M	128	45%
Fort Point Capital Partners LLC	Very High $5.7M	$2.5B	431	80%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
WealthCare Financial Group, Inc.	Very Low $140K	$18M	130	0%
Validus Capital LLC	Very High $13M	$2.3B	176	100%
Maytech Global Investments	Very High $4.8M	$540M	111	86%
Clear Capital Management LP	Low $550K	$61M	112	15%
Painted Porch Advisors LLC	High $1.9M	$560M	292	37%
Gannett Wealth Advisors	Low $660K	$89M	135	93%
Keystone Global Partners LLC	Very High $12M	$530M	45	89%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Angeles Wealth Management, LLC	Very High $12M	$2.5B	203	100%
Illumination Wealth Management	High $2.3M	$460M	203	67%
Solyco Wealth LLC	Low $740K	$120M	158	21%
Summit Portfolio Management LLC	High $1.9M	$210M	113	50%
Pasadena Private Wealth, LLC	Very High $2.7M	$1.2B	432	59%
MDRN Capital	Low $600K	$340M	569	75%
Gordian Wealth Advisors, LLC	Very High $4.3M	$490M	114	100%
The Coury Firm	Very High $3.5M	$730M	206	57%
Northwest Investment Advisors, Inc.	Very Low $390K	$45M	115	0%
Sage Financial Advisors Inc.	Very High $2.3M	$270M	115	69%
Xcelsior Advisor Partners LLC	Typical $1.3M	$450M	348	9%
Colorado Capital Management	Very High $2.6M	$620M	234	67%
Jeffrey Matthews Wealth Management, LLC	Very Low $430K	$150M	352	27%
Serenus Wealth Advisors, LLC	Very High $10M	$1.5B	141	87%
Black Diamond Financial, LLC	Very High $3.4M	$1.1B	335	65%
ELCO Management Company, LLC	High $1.5M	$210M	144	58%
Sage Rhino Capital LLC	Very High $4.5M	$870M	192	72%
Avalan, LLC	High $1.6M	$430M	265	46%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
Signature Resources Capital Management, LLC	Low $780K	$290M	366	25%
Tushaus Wealth Management	Low $610K	$75M	122	27%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
Intercarolina Financial Services, Inc.	Very Low $320K	$85M	271	5%
Total Wealth Services, LLC	Typical $1.2M	$170M	150	69%
SimplyRIA Advisor Network	Very Low $350K	$210M	602	8%
GenCap Portfolio Management	High $2.3M	$400M	176	68%
Francis Financial	Very High $3.1M	$800M	256	78%
Platform Wealth Advisors	High $1.9M	$490M	256	30%
Napier Financial	Very High $2.5M	$510M	205	52%
Stronghold Capital Partners LLC	Very Low $150K	$50M	334	0%
Kera Capital Partners	Very High $3.8M	$1.2B	310	91%
Access Wealth	High $1.4M	$530M	363	33%
Cloud Capital Management	Very High $2.3M	$300M	130	50%
Global Investment Advisory	Very Low $390K	$72M	182	12%
Hendershott Wealth Management, LLC	High $1.9M	$300M	157	46%
Optas, LLC	Very High $6.6M	$860M	131	63%
Cabin Advisors, LLC	Low $490K	$180M	368	30%
Feltl Advisors	Very Low $390K	$160M	395	0%
LotusGroup Advisors	High $1.5M	$280M	186	38%
HFG Advisors, Inc.	Low $850K	$110M	133	25%
Kingstone Capital Partners Texas, LLC	Typical $970K	$180M	187	20%
1 St Discount Brokerage, Inc.	Low $590K	$130M	216	38%
Wealth Architects, LLC	Very High $5.5M	$2.4B	433	82%
Chequers Financial Management LLC	Very High $5.3M	$1.3B	244	100%
Grant Tani Barash & Altman, LLC	Very High $10M	$2.2B	217	79%
Westshore Wealth	Very High $3.4M	$650M	190	91%
Cordant Wealth Partners	High $2.3M	$370M	164	77%
Aspirean Wealth, LLC	Typical $1.4M	$230M	165	45%
Parsonex Advisory Services, Inc.	Low $720K	$240M	330	18%
Sivia Capital Partners, LLC	Very High $23M	$1.2B	55	98%
Boyd Wealth Management, LLC	Very High $2.4M	$330M	138	63%
Peak Asset Management, LLC	Very High $2.9M	$980M	333	65%
Opes Wealth Management, LLC	High $2M	$820M	419	51%
Citrine Capital	Very High $2.5M	$350M	141	53%
Avise Financial	Typical $1M	$170M	170	28%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Ridgegate Advisors, LLC	Low $590K	$120M	199	14%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
Wilmington Capital Securities, LLC	High $1.6M	$270M	171	18%
Allmerits Asset, LLC	Very Low $74K	$17M	229	1%
Madison Global Advisors LLC	Very Low $290K	$66M	229	11%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Indivisible Partners	Very High $3M	$1.4B	460	58%
Integrity Financial Advisors, LLC	Low $480K	$110M	230	10%
Hollencrest Capital Management	Very High $5.4M	$2.5B	461	36%
Equita Financial Network, Inc.	Low $900K	$390M	434	71%
Finamex Asset Management, LLC	Low $620K	$110M	174	20%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Equinum, LLC	High $2M	$290M	146	63%
Argos Wealth Advisors LLC	Very High $4.2M	$990M	234	19%
Adaptive Financial Consulting, LLC	High $1.6M	$280M	176	47%
Ballast Rock Private Wealth	High $1.6M	$380M	235	40%
Green Ocean Global Advisors LLC	Low $780K	$110M	147	38%
Lifetime Financial, Inc.	Very Low $240K	$56M	237	8%
Monex Asset Management, Inc.	Low $660K	$330M	506	69%
Intellectus Partners, LLC	Very High $8.4M	$1.5B	179	100%
Assembly Wealth	High $1.6M	$340M	209	14%
Pacific Wealth Management	High $1.8M	$370M	209	49%
Colliers Securities LLC	Very Low $340K	$270M	811	9%
Blue Zone Wealth Advisors, LLC	Very High $4.3M	$770M	181	57%
American Investors Co	Low $730K	$550M	755	25%
Diastole Wealth Management	Typical $1.4M	$370M	273	32%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
Eastsound Capital Advisors, LLC	Low $830K	$200M	244	20%
Foundry Financial LLC	Typical $1.3M	$230M	184	44%
Camden Wealth Advisors LLC	Very High $2.3M	$350M	154	62%
AIRE Advisors, LLC	Very High $2.8M	$940M	340	88%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Wealth Foundations Partners, LLC	Very Low $300K	$94M	311	8%
Anchor Bay Capital, Inc.	Typical $1.3M	$240M	187	24%
Integris Wealth Management, LLC	Very High $2.3M	$800M	344	67%
Valtrion Capital Management, LLC	High $1.5M	$290M	188	24%
Flourish Wealth Management Inc.	Very High $2.9M	$450M	157	94%
Blankinship & Foster, LLC	Very High $3.2M	$910M	284	79%
Connective Wealth Partners, LLC	Very Low $250K	$78M	316	2%
Hamilton-Bates Investment Research, Inc.	Very Low $240K	$61M	253	43%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Kane Investment Management, Inc.	Typical $1.3M	$240M	191	17%
Inscription Capital, LLC	Very High $4.5M	$1.9B	414	34%
San Luis Wealth Advisors	Very High $2.6M	$570M	223	19%
Indelible Wealth Group	Typical $970K	$150M	160	41%
SAS Financial Advisors, LLC.	Typical $1M	$170M	160	31%
Quantum Financial Advisors, LLC	Very High $3.3M	$1.5B	451	38%
Alaethes Wealth, LLC	Very High $5.2M	$510M	97	84%
Willow Grove Advisors, LLC	High $1.9M	$370M	194	48%
LifeInvest Wealth Management, LTD	Typical $1.2M	$300M	260	20%
St. Clair Advisors, LLC	Very High $8.1M	$1.1B	130	68%
Masonboro Advisors	Low $900K	$210M	228	30%
Orca Investment Management, LLC	Low $570K	$210M	359	11%
Atlas Legacy Advisors LLC	Very High $5M	$660M	131	84%
Trivant Custom Portfolio Group LLC	Typical $1.4M	$230M	165	48%
Innovative Advisory Group	Low $640K	$190M	298	9%
Allium Financial Advisors, LLC	Very High $3M	$690M	232	74%
Byrne Asset Management, LLC	High $1.5M	$250M	166	100%
Members Wealth LLC	High $1.7M	$280M	166	49%
North Berkeley Wealth Management, LLC	High $2M	$800M	401	55%
Checchi Capital Advisers, LLC	Very High $6.9M	$1.6B	234	100%
Leading Edge Financial Planning LLC	High $1.7M	$520M	302	64%
Alhambra Investment Management LLC	High $1.5M	$310M	202	38%
Weatherly Asset Management	Very High $4.4M	$1.6B	371	76%
Bedell Frazier Investment Counselling, LLC	High $1.6M	$850M	540	42%
Oakwood Capital, Inc.	Very Low $430K	$260M	608	30%
Delta Wealth Management	Very High $11M	$360M	34	100%
Griffin Black, LLC	High $2M	$350M	171	55%
Ariston Services Group, LLC	Very High $5.6M	$390M	69	42%
Vance Wealth	High $2M	$760M	380	49%
Analog Capital Partners LLC	Low $540K	$93M	173	12%
HDQ Wealth	Very Low $230K	$39M	173	12%
Riskbridge Advisors, LLC	High $1.6M	$440M	277	21%
Birdrock Wealth	Low $690K	$140M	208	20%
Tarbox Family Office, Inc.	Very High $4M	$840M	208	100%
E. A. Horwitz LLC	Low $760K	$260M	347	0%
Plum Street Advisors, LLC	Very High $2.4M	$430M	175	37%
Anacapa Financial, LLC	Very Low $360K	$63M	176	9%
The L. Warner Companies, Inc	High $2.1M	$750M	352	51%
Carmel Capital Partners, LLC	High $1.5M	$370M	247	38%
The Putney Financial Group LLC	Typical $970K	$210M	212	27%
BGM Wealth Management	Very High $2.4M	$520M	213	64%
Three Bridge Wealth Advisors	Very High $15M	$1B	71	86%
Dark Horse Advisors LLC	Typical $1M	$180M	178	10%
Libra Wealth LLC	Very High $4.5M	$640M	143	89%
Keenan Financial	Very Low $270K	$200M	751	6%
Benefit Financial Services Group	High $1.6M	$1.4B	861	38%
Centura Wealth Advisory	High $2M	$1.2B	574	37%
Veracity Capital LLC	High $2.2M	$800M	359	61%
The Investment House LLC	Very High $6.5M	$1.9B	288	77%
Altfest Personal Wealth Management	Very High $2.6M	$1.8B	686	63%
Wealth Analytics Partners, LLC	High $1.7M	$310M	181	49%
ARIA Wealth Management	Low $460K	$99M	218	13%
Econologics Financial Advisors	Low $570K	$170M	291	54%
Brickley Wealth Management	Very High $5.2M	$940M	182	48%
Presidio Capital Management, LLC	High $1.5M	$490M	328	59%
Cardea Capital Advisors, LLC	Low $480K	$120M	256	10%
MYeCFO	High $1.4M	$260M	183	17%
Cherry Tree Wealth Management, LLC	High $2.2M	$630M	293	9%
Peak American Investment Advisors, Inc.	Very Low $310K	$130M	403	4%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Manhattan West Asset Management, LLC	High $1.9M	$620M	331	45%
Kaufman Rossin Wealth, LLC	High $2M	$440M	221	44%
Sentry Advisors, LLC	Very High $16M	$2.3B	148	82%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
Flagstar Advisors, Inc.	Low $640K	$640M	1,004	34%
Pathways Advisory Group, Inc.	High $2.1M	$390M	186	53%
RiverPath Investments LLC	Typical $1.2M	$220M	186	38%
Heritage Wealth Management, Inc.	High $1.6M	$360M	224	54%
International Asset Management	Low $910K	$170M	188	29%
Skybound Wealth USA	Low $490K	$170M	339	14%
Diversifi Capital Inc	Very High $2.4M	$640M	264	84%
Cruden Bay Investment Management, LLC	Very High $3.7M	$570M	151	28%
Elwood & Goetz	High $1.6M	$1.1B	682	51%
Basso Capital Management, L.P.	Very High $22M	$2.6B	114	58%
Intelligence Driven Advisers, LLC	Typical $1.3M	$840M	649	65%
IFC Advisors LLC	Very High $6.1M	$2.1B	344	78%
Everspire	Very Low $310K	$250M	803	6%
Spectrum Asset Management Inc	High $1.9M	$570M	306	41%
Wallington Asset Management	Very High $3.7M	$1.1B	306	64%
Nova Wealth Management, Inc.	Typical $920K	$250M	268	24%
Collective Wealth Partners, LLC	Very Low $290K	$57M	194	8%
Severin Investments LLC	Low $600K	$140M	233	22%
Bluesky Wealth Advisors, LLC	Very High $2.9M	$1B	350	71%
Beverly Hills Private Wealth, LLC	Very High $3.8M	$890M	234	69%
LK&A Investment Counsel	Very High $6.9M	$540M	78	78%
Pacifica Capital Investments	Very High $3.8M	$600M	156	56%
Ellevest	Very High $2.3M	$1.1B	471	79%
Amicus Financial Advisors, LLC	Low $660K	$490M	748	16%
GFG Solutions	Typical $970K	$310M	315	100%
DST Wealth Management LLC	Very High $2.7M	$530M	197	25%
Gill Capital Partners	High $1.5M	$660M	434	45%
Peachcap Tax & Advisory, LLC	Low $570K	$140M	237	25%
Veris Wealth Partners, LLC	Very High $7.3M	$2.3B	316	76%
Womack Wealth Management, Inc.	High $2M	$400M	198	53%
Alterna Wealth Management, Inc.	Low $860K	$990M	1,151	55%
Canter Wealth	Typical $1.4M	$390M	278	46%
Fortress Financial Solutions, LLC	Low $510K	$140M	278	21%
Vanguard Capital	Typical $960K	$190M	199	26%
Parkwoods Wealth Partners, LLC	Typical $1.2M	$890M	717	33%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
Balboa Wealth Partners, Inc.	Typical $970K	$1.1B	1,084	24%
BCN Financial, Inc.	—	—	322	0%
Nasdaq Dorsey Wright	Low $520K	$420M	806	59%
Corvus Wealth Advisors LLC	High $1.6M	$600M	363	42%
Strait & Sound	Typical $1.4M	$330M	243	12%
One Wealth Advisors, LLC	Very High $3M	$1.2B	406	61%
Clean Yield Asset Management	High $2.2M	$550M	246	63%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
The Rice Partnership, LLC	High $2.1M	$870M	411	50%
Consilio Wealth Advisors, LLC	High $1.9M	$560M	288	69%
Greenwood Capital Associates, LLC	High $1.5M	$1B	660	12%
Union Capital Company	Very Low $360K	$150M	414	6%
Brooklyn FI, LLC	High $1.5M	$560M	373	19%
Fortitude Advisory Group L.L.C.	Low $750K	$470M	622	0%
Burling Wealth Partners	Very High $4M	$1B	250	73%
Progressive Investment Management Corporation	Very High $4.1M	$680M	167	84%
Christopher Weil & Co Inc	High $1.7M	$870M	503	52%
Buckley Wealth	Very High $2.4M	$500M	210	59%
American Fundstars	Low $450K	$190M	421	100%
Capstone Wealth Management Group, LLC	Low $900K	$270M	295	28%
Nepsis, Inc.	Low $580K	$340M	590	16%
Grant Private Wealth Management	Typical $930K	$200M	211	34%
Twin Peaks Wealth Advisors	Typical $1.3M	$570M	422	46%
Lifecycle Financial Planners Inc.	Very High $3.9M	$660M	169	31%
Syndicated Capital, Inc.	Very Low $310K	$140M	465	6%
Windward Capital Management Co	Very High $9.5M	$1.2B	127	58%
The Kocen Financial Group, Inc.	Low $820K	$170M	213	39%
JGP Wealth Management, LLC	High $1.7M	$1.3B	771	49%
Cutler Investment Group	Typical $1M	$980M	949	39%
One Wealth Capital Management, LLC	Typical $1.2M	$300M	259	51%
Invicta Financial Group	Low $780K	$370M	477	38%
Gould Asset Management LLC	Very High $2.8M	$990M	349	66%
Ellis Investment Partners, LLC	Typical $1.1M	$890M	786	37%
Financial Solutions Advisory Group	Very High $2.6M	$900M	350	100%
Paragon Capital Management LLC	High $2.1M	$740M	350	62%
ENZI Wealth	High $2M	$440M	219	64%
Mengis Capital Management, Inc.	High $2.2M	$580M	263	49%
Delta Investment Management, LLC	Low $780K	$850M	1,099	15%
BSG Advisers	Low $500K	$130M	264	24%
Impact Investors	Typical $1.3M	$280M	220	24%
Logic Wealth Management, LLC	Low $840K	$180M	220	26%
HS Wealth Partners	High $1.6M	$430M	265	36%
Riverview Capital Advisers LLC	Very High $2.8M	$620M	221	53%
Stonemark Wealth Management	High $1.5M	$600M	398	38%
North Point Portfolio Managers Corporation	Very High $2.8M	$740M	266	59%
Yosemite Capital Management	Typical $1.3M	$340M	266	32%
Forthright Capital	Very Low $110K	$110M	978	1%
Treehouse Wealth Advisors	High $2.1M	$570M	267	50%
Hohimer Wealth Management, LLC	High $2.1M	$1.1B	535	33%
Financial Alternatives, Inc.	Very High $2.3M	$610M	269	55%
Kelsey Financial, LLC	Low $640K	$170M	269	17%
Singer Wealth Advisors LLC	Low $840K	$750M	903	33%
Premier Financial Group Inc	Typical $1.1M	$620M	546	3%
Curtis Advisory Group, LLC	Very High $3.1M	$420M	137	47%
Transatlantique Private Wealth LLC	High $2.1M	$860M	411	84%
Bamboo Wealth Strategies	Typical $990K	$230M	229	37%
CorePath Wealth Partners LLC	Typical $1.1M	$260M	230	32%
KTF Investments, LLC	Very High $3.8M	$700M	184	59%
CWC Advisors, LLC	Low $860K	$200M	231	100%
FMB Wealth Management	High $1.9M	$610M	324	39%
Point Windward Advisors, Inc.	Typical $1.3M	$360M	278	17%
Stansberry Asset Management, LLC	Typical $1.3M	$1.3B	975	59%
Meridian Investment Counsel, Inc.	Very High $3.8M	$720M	187	63%
Catalina Capital Group, LLC	High $2.1M	$400M	188	59%
EdgeRock Wealth Management	Typical $1M	$560M	564	28%
Promontory Financial Planning, LLC	Low $560K	$320M	565	12%
Secure Investment Management, LLC	Very Low $46K	$43M	942	0%
Cascade Financial Partners, LLC	Very High $4.9M	$1.4B	283	71%
Elevation Wealth Partners, LLC	Very High $2.3M	$650M	283	55%
Alliance Advisory & Securities, LLC	Typical $1M	$680M	663	34%
Ferguson Shapiro LLC	Typical $1.2M	$410M	332	42%
Hill Investment Group	Very High $2.9M	$1.1B	380	55%
Seaside Wealth Management, Inc.	Typical $1.2M	$460M	380	40%
Willow Creek Financial	High $2.2M	$520M	238	65%
Bell Investment Advisors Inc	High $1.7M	$720M	429	59%
Cornerstone Wealth Partners, LLC	Very Low $340K	$150M	429	0%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Elevated Capital Advisors, LLC	Low $490K	$500M	1,006	13%
Trevián Wealth Management, LLC	Very High $5.3M	$510M	96	84%
Financial Enhancement Group	Low $760K	$960M	1,257	21%
Prism Advisors, Inc.	High $2.1M	$520M	242	37%
Evolve Private Wealth, LLC	Very High $3.2M	$2.1B	679	27%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
Greenup Wealth	Typical $920K	$890M	973	30%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
Monarch Wealth Strategies	Typical $1.1M	$440M	390	41%
RPG Family Wealth Advisory, LLC	Typical $1.2M	$630M	537	25%
Barry Investment Advisors, LLC	High $2.1M	$830M	391	47%
RB Capital Management, LLC	Typical $1.4M	$880M	636	31%
Fiduciary Financial Group, LLC	Very High $2.6M	$1B	392	60%
Sierra Investment Management, LLC	Typical $1.1M	$340M	294	34%
K2 Financial Inc.	Low $490K	$190M	393	8%
Soulence Wealth Management	Very Low $240K	$95M	393	5%
Blue Anchor Wealth Advisors, LLC	Low $450K	$130M	296	13%
Cross State Financial Group LLC	Very Low $440K	$170M	395	13%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
Summit Wealth and Retirement Partners	Very High $2.8M	$970M	346	56%
CAVU Wealth Management	Low $570K	$200M	347	17%
Sound Financial, LLC	Low $850K	$210M	248	27%
Arjuna Capital, LLC	Very High $3.2M	$480M	149	66%
Creative Capital Management Investments LLC	Very High $2.6M	$780M	298	65%
Nelson Capital Management, LLC	Very High $3.6M	$710M	199	89%
Beck Capital Management LLC	Typical $1.2M	$560M	449	43%
Doceo Wealth, LLC	Low $820K	$250M	300	65%
Blue Chip Partners, LLC	High $1.9M	$1.9B	1,001	52%
The Institute	High $1.7M	$1.3B	803	24%
Weinberger Asset Management, Inc	Very High $3.1M	$470M	151	73%
Private Wealth Partners, LLC	Very High $7.2M	$1.8B	253	74%
Alaska Wealth Advisors	High $1.7M	$1.1B	660	50%
Go Wealth Management	Very Low $270K	$120M	457	9%
Renaissance Investment Group, LLC	Very High $2.6M	$650M	254	52%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Mckinley Carter Wealth Services, Inc.	High $1.8M	$2.2B	1,231	54%
Gallacher Capital Management, LLC	Typical $1M	$510M	513	23%
United Wealth Management, LLC	High $1.6M	$410M	257	58%
McDonald Partners LLC	Low $860K	$980M	1,131	26%
Advanced Portfolio Strategies	Very Low $450K	$140M	309	16%
OverRidge Wealth Advisors	Low $780K	$360M	464	26%
Sierra Ocean, LLC	High $1.8M	$280M	155	48%
Harvest investment Services, LLC	Very Low $410K	$620M	1,500	12%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Yeske Buie Inc.	Very High $2.3M	$1.1B	466	48%
TKC Wealth Management LLC	Very Low $310K	$79M	259	75%
Helium Advisors LLC	Low $830K	$220M	260	26%
American Capital Advisory, LLC	Low $830K	$300M	367	21%
NovaPoint Capital LLC	Typical $1.3M	$280M	210	30%
TRU Independence Asset Management 2, LLC	Low $590K	$160M	263	82%
Blackdiamond Wealth Management, LLC	Typical $1.1M	$400M	371	26%
Mainsail Financial Group	Typical $940K	$400M	424	31%
Keystone Private Wealth	Typical $1.4M	$750M	531	46%
SAGE Private Wealth Group, LLC	Low $890K	$430M	479	70%
Avalon Capital Management	Very High $3.5M	$560M	160	81%
Wealthbuilders Investments	Low $580K	$150M	267	29%
Pinion Wealth Management, LLC	Low $900K	$390M	431	24%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
Meritas Wealth Management, LLC	High $1.8M	$590M	324	53%
Northern Financial Advisors, Inc.	High $2.1M	$680M	324	58%
BCU Wealth Advisors, LLC	Low $750K	$650M	870	15%
Mosley Wealth Management, Inc.	Very Low $400K	$280M	707	12%
Precision Wealth Strategies, LLC	Typical $1.3M	$580M	436	65%
Rs Crum Inc.	High $2.2M	$720M	328	57%
Cadent Capital Advisors, LLC	Typical $1.3M	$760M	602	25%
Rodgers Brothers, Inc.	High $1.9M	$920M	495	46%
Lewis Asset Management	Typical $1.4M	$380M	276	39%
Dixon Financial Services	Very High $3.2M	$1.1B	332	46%

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