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 %
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Talon LLC	Low $550K	$1.1B	1,921	5%
Hoey Investments, Inc.	Typical $1.3M	$790M	589	31%
NBC Capital Advisors	Very Low $330K	$720M	2,183	41%
Axos Invest, Inc	Very Low $22K	$150M	6,792	0%
RPG Investment Advisory, LLC	Typical $1.1M	$1B	953	100%
Granite Investment Partners, LLC	High $2.2M	$1B	462	58%
Rudney Associates	High $2M	$900M	450	56%
Wilsey Asset Management Incorporated	Low $810K	$690M	844	18%
Kozak & Tripp Private Asset Management, Inc.	Typical $1M	$790M	775	20%
Ridgecrest Wealth Partners, LLC	Typical $950K	$700M	739	78%
Woodard & Co Asset Management Group Inc	Low $610K	$1.1B	1,806	18%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Cardiff Park Advisors	Very High $8.2M	$2.9B	358	100%
Portfolio Design Labs, LLC	High $1.6M	$550M	346	28%
Giverny Capital Asset Management	High $1.7M	$580M	337	66%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
ACT TWO INVESTORS LLC	High $2.1M	$640M	306	85%
Capital Investment Counsel Inc	Low $750K	$910M	1,221	37%
FREC	Very Low $300K	$540M	1,789	5%
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low $33K	$78M	2,334	0%
Castle Rock Wealth Management, LLC	Very Low $290K	$580M	2,024	5%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
Weaver Consulting Group, LLC	Typical $920K	$1B	1,085	35%
Copley Financial Group, Inc.	Very Low $120K	$330M	2,690	0%
BW & Associates, Inc.	Typical $1.3M	$690M	529	29%
Diligent Investors, LLC	Low $670K	$510M	761	25%
M Financial Asset Management, Inc.	Typical $1.2M	$1.2B	995	4%
Tamar Securities, LLC	Very Low $340K	$1.4B	4,198	5%
Channel Wealth, LLC	Very Low $410K	$810M	1,974	43%
Schnieders Capital Management, LLC.	High $2.1M	$970M	459	40%
First Affirmative Financial Network LLC	Very Low $390K	$890M	2,275	56%
WestEnd Advisors, LLC	Very Low $430K	$1.7B	4,050	6%
Nelson Securities,Inc.	Very Low $130K	$270M	2,016	0%
Prudent Investors	Low $770K	$520M	670	23%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Storehouse Financial LLC	Very Low $180K	$240M	1,330	3%
Chatterton & Associates	Low $860K	$1.3B	1,542	26%
McIlrath & Eck, LLC	Typical $1.1M	$1.4B	1,287	32%
Horizon Wealth Management	Low $800K	$1B	1,280	32%
North Star Investment Management Corporation	Low $770K	$2B	2,536	20%
Sweeney & Michel, LLC	Typical $1M	$630M	627	16%
Riley Friedman Asset Management	Very High $2.7M	$560M	208	59%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Fermata Advisors	Very Low $240K	$690M	2,815	25%
Newport Wealth Advisors, Inc.	Very Low $220K	$260M	1,193	5%
Asset Dedication, LLC	High $1.5M	$2.9B	1,986	42%
Vestia Personal Wealth Advisors	Very Low $260K	$1B	3,970	78%
WP Advisors, LLC	High $1.5M	$590M	391	53%
The Pacific Center For Financial Services	Typical $1.2M	$960M	781	42%
Vision Capital Management Inc	Low $620K	$1.1B	1,755	64%
Googins Advisors, Inc.	Low $640K	$500M	778	31%
KWB Wealth	Low $620K	$1.2B	1,935	45%
Andrews, Lucia Wealth Management LLC	Very High $2.8M	$540M	192	61%
Strategic Wealth Partners, Ltd.	Very Low $420K	$1.5B	3,646	28%
Safeguard Investment Advisory Group, LLC	Very Low $400K	$690M	1,726	23%
Capital Planning Advisors LLC	Very High $2.9M	$1.1B	371	54%
Ignite Planners LLC	Very Low $240K	$1.1B	4,605	10%
West Wealth Group, LLC	Very Low $220K	$620M	2,736	3%
Gemmer Asset Management LLC	High $1.8M	$2.3B	1,270	44%
Sanchez Wealth Management Group, LLC	Typical $1M	$560M	538	32%
Nectarine	Very Low $0	$0	3,210	19%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Howard Capital Management Group, LLC	Very High $3.8M	$2B	528	63%
American Wealth Management	Low $840K	$730M	873	23%
Financial Designs Corporation	Typical $990K	$510M	515	34%
Robert L. Bender, Inc. dba Robert Bender & Associates	High $1.5M	$500M	341	65%
Saratoga Research & Investment Management	Low $750K	$1.9B	2,554	18%
Sage Advisors, LLC	Low $770K	$520M	675	22%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Clarity Wealth Advisors	High $2.1M	$710M	336	66%
Cross Financial Advisors	Very Low $260K	$470M	1,831	30%
Gainline Financial Partners, LLC	Very Low $350K	$340M	998	58%
O'Donnell Financial Services, LLC	Very Low $430K	$420M	995	9%
Parker Investment Management, LLC	High $2.2M	$730M	331	57%
Valley Wealth Strategies, LLC	Very Low $340K	$1.4B	3,966	7%
Jeppson Wealth Management, LLC	Low $750K	$740M	975	56%
Plan Financial	Very Low $220K	$170M	788	0%
Triumph Capital Management	Very Low $280K	$620M	2,193	17%
TLWM Financial	Low $470K	$580M	1,249	25%
IFC	Very Low $150K	$150M	1,048	3%
Everest Financial Group	Low $520K	$1B	1,940	18%
Hamilton Wealth, LLC	High $1.5M	$690M	447	40%
Walsh & Associates, LLC	Low $620K	$810M	1,307	37%
Bridgewealth Advisory Group, LLC	Typical $950K	$690M	723	24%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Lighthouse Wealth Strategies, LLC	Typical $980K	$840M	866	25%
Drucker Wealth	Typical $1.1M	$770M	721	46%
Aljian Capital Management	Typical $1.4M	$610M	428	36%
Robertson Investment Management	Very Low $430K	$490M	1,138	67%
LWM Advisory Services, LLC	Low $740K	$740M	989	19%
Richards Merrill Wealth Management	Very Low $430K	$550M	1,270	14%
Evans Capital Management Associates	Typical $1.2M	$490M	422	31%
Opus Capital Management	High $2.2M	$910M	415	62%
Secura Financial	Very Low $260K	$320M	673	49%
Planned Solutions, Inc.	Low $810K	$670M	827	28%
Rothschild Wealth LLC	Very Low $440K	$1.6B	3,569	45%
Creekside Partners	High $1.9M	$520M	274	54%
Talbot Financial, LLC	Very High $5M	$1.3B	269	93%
Werba Rubin Papier Wealth Management, LLC	High $2M	$1.4B	670	47%
American Financial Advisors Inc	High $1.6M	$1.3B	799	53%
Resource Financial Group, Ltd.	Very High $2.4M	$620M	265	100%
Check Capital Management Inc	High $1.9M	$2.2B	1,192	100%
Measured Risk Portfolios	Low $580K	$460M	793	21%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Parkshore Wealth Management	Typical $980K	$510M	522	30%
Centric Advisors, LLC	Very Low $190K	$170M	913	2%
Silicon Valley Capital Partners, L.P.	Very High $2.4M	$1.2B	513	66%
Synergy Asset Management, LLC	Low $620K	$710M	1,153	18%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Dew Point Capital	Low $910K	$460M	509	26%
Ttp Investments, Inc.	High $1.5M	$570M	381	41%
Jay A. Fishman, Ltd	High $2.2M	$1.1B	501	49%
Providence Financial and Insurances, Inc.	Very Low $340K	$220M	624	7%
Rubicon Advisors	Very Low $300K	$410M	1,370	22%
AMI Asset Management Corp	Typical $1.4M	$1.6B	1,113	35%
United Advisors America	Very Low $160K	$450M	2,809	2%
Tidemark, LLC	Low $530K	$450M	849	27%
Jackson Square Capital, LLC	Low $880K	$530M	605	83%
Eclectic Associates, Inc.	Typical $1.2M	$1.4B	1,207	34%
Discipline Wealth Solutions, Inc.	Very Low $370K	$710M	1,919	13%
Westside Investment Management, LLC	Low $910K	$760M	839	44%
Barnes Wealth Management Group	Very Low $360K	$300M	833	15%
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very Low $420K	$300M	708	2%
Security Capital Management	Low $570K	$1.3B	2,357	26%
CapWealth Advisors, LLC	Typical $1.4M	$2B	1,407	26%
FINANCIAL FOCUS LLC	Typical $930K	$540M	581	51%
Roseman Wagner Wealth Management	High $2.2M	$1.3B	580	47%
Beese Fulmer Private Wealth Management	Very High $2.3M	$1.9B	810	42%
De Groote Financial Group, LLC	Very High $2.5M	$880M	347	42%
TriaGen Wealth Management LLC	High $1.5M	$520M	347	31%
Stewart Wealth Management, Inc.	High $1.7M	$580M	346	58%
TSG Advice Partners, LLC	Low $740K	$860M	1,152	24%
Dedora Capital, Inc.	Typical $1.2M	$550M	460	23%
MFA Wealth Advisors, LLC	Low $750K	$600M	801	17%
Compass Capital Corporation	Low $480K	$650M	1,367	10%
Navellier & Associates Inc	Low $870K	$1.1B	1,242	97%
Spinnaker Investment Group, LLC	Typical $1M	$930M	902	29%
Boltwood Capital Management	High $2.2M	$500M	225	41%
Towerpoint Wealth, LLC	Typical $990K	$560M	561	29%
Altus Wealth Group, LLC	Low $780K	$610M	785	23%
Marquette Wealth Management	Very High $3.5M	$790M	224	51%
Bridgeport Financial Solutions	Typical $1M	$910M	895	27%
LifeSteps Financial	Low $640K	$430M	669	15%
Magnus Financial Group LLC	High $1.9M	$2.2B	1,114	34%
SLP Wealth	Very Low $38K	$64M	1,657	1%
Navigation Group LLC	Very High $2.8M	$930M	330	77%
Albitz/Miloe and Associates, Inc.	Typical $1.2M	$810M	657	32%
Alteri Wealth	High $1.7M	$550M	328	6%
Lodestar Private Asset Management LLC	Very High $2.4M	$1.3B	544	59%
Kerr Wealth Management	Very Low $240K	$130M	543	24%
Compak Asset Management	Low $860K	$1.5B	1,734	67%
California Financial Advisors	High $1.5M	$2.3B	1,517	44%
LM Advisors LLC	Very High $4.5M	$2.4B	540	55%
Sykon Capital LLC	Low $510K	$330M	647	60%
Apeiron	Low $690K	$810M	1,178	45%
Affinity Capital Advisors LLC	High $1.6M	$840M	531	39%
TriCord Advisors, Inc.	Low $770K	$410M	530	55%
Purus Wealth Management, LLC	Low $710K	$450M	635	15%
Vantage Wealth Management, LLC	High $1.8M	$1.1B	635	42%
WealthPLAN Partners	Low $640K	$1.1B	1,677	15%
Catalyst Private Wealth, LLC	Low $710K	$370M	521	79%
Galvin, Gaustad & Stein, LLC	High $1.6M	$1.3B	831	53%
Teton Wealth Group LLC	Very Low $240K	$200M	828	0%
Moment Partners, LLC	High $2.2M	$920M	412	52%
Willow Creek Wealth Management, Inc.	High $2.1M	$2.1B	1,029	55%
TSFG, LLC	Low $740K	$1B	1,337	24%
Trebuchet Consulting, LLC	Very High $2.6M	$1.1B	410	54%
Synergy Financial Partners, LLC	Low $570K	$290M	511	16%
Manchester Financial Inc	Typical $1M	$1B	1,018	32%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Aviso Wealth Management	Low $640K	$580M	913	17%
Shufro, Rose & CO., LLC	High $1.9M	$2.3B	1,207	45%
Capital Investment Services of America Inc	Typical $1.2M	$1.1B	898	29%
The Planning Center, Inc.	High $1.5M	$1.3B	895	36%
ALTA Capital Management LLC	Low $850K	$1B	1,193	24%
3Edge Asset Management, LP	Low $750K	$1.1B	1,489	24%
Woodward Diversified Capital, LLC	Low $900K	$360M	396	28%
Affiance Financial LLC	Typical $1.2M	$1.4B	1,178	30%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
L & S Advisors, Inc	Typical $920K	$900M	981	18%
Premier Wealth Advisors, LLC	Typical $1.3M	$630M	490	36%
Palisade Investments, LLC	Low $570K	$330M	578	24%
Optima Capital LLC	Low $570K	$380M	671	12%
Keudell Morrison Wealth Management, LLC	Typical $1M	$800M	766	23%
Unison	Very High $20M	$1.9B	95	60%
Triton Wealth Management, PLLC	Low $470K	$410M	853	17%
Mraz and Associates	High $1.8M	$870M	473	47%
Mack Investment Securities, Inc.	Very Low $450K	$300M	661	43%
WT Wealth Management, LLC	Very Low $360K	$410M	1,133	9%
MyTimeEquity	Very Low $330K	$150M	471	80%
Truvestments Capital LLC	Low $490K	$640M	1,316	9%
Kingdom Financial Group, LLC	Very Low $290K	$510M	1,785	4%
HCR Wealth Advisors	High $2.1M	$1.9B	937	45%
Gradient Capital Advisors, LLC	High $1.6M	$720M	462	56%
NOVA FINANCIAL SERVICES	Low $640K	$470M	738	20%
Windsor Capital Management, LLC	Typical $1.4M	$620M	458	40%
Bay Colony Advisors	Low $530K	$1.4B	2,650	33%
Smith & Wyatt	Very Low $290K	$210M	724	5%
Eagle Wealth Management Group Inc.	Low $770K	$350M	452	29%
Cornerstone Securities LLC	Very Low $230K	$210M	900	10%
J.P. King Advisors, Inc.	High $2M	$890M	448	39%
Oceaniq Capital, LLC	Low $700K	$310M	448	100%
FSB Premier Wealth Management, Inc.	Low $470K	$420M	894	13%
SyntheticFi LLC	High $1.6M	$990M	624	0%
TCP Asset Management, LLC	Low $530K	$1.2B	2,221	13%
Integral Wealth Management	High $1.4M	$640M	444	35%
Blakeslee & Blakeslee Financial Advisers Inc.	Low $480K	$380M	797	15%
Arrowroot family office, LLC	Very Low $290K	$410M	1,413	42%
Level Financial Advisors, Inc.	Typical $1.2M	$860M	705	34%
Foundation Wealth Management, LLC	High $1.7M	$590M	351	55%
SFE Investment Counsel Inc.	Low $760K	$660M	877	22%
Matauro, LLC	Typical $1.2M	$1B	876	40%
GK Wealth Management LLC	Low $490K	$260M	525	24%
Granite Bay Wealth Management, LLC	Low $910K	$560M	610	27%
HIGH FALLS ADVISORS, Inc.	Low $870K	$690M	784	27%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
Tactive Advisors, LLC	Very Low $210K	$340M	1,564	3%
Van Hulzen Financial Advisors	Typical $1.2M	$1.7B	1,389	27%
Joel R. Mogy Investment Counsel Inc.	Very High $8.1M	$2.1B	260	80%
DLK Investment Management	Low $730K	$320M	433	7%
SPG Advisors LLC	Low $770K	$540M	692	23%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Serenity Investment Advisors	Low $590K	$260M	430	15%
Epsilon Financial Group, Inc.	Typical $1.4M	$600M	428	38%
Prosperity Financial Group, Inc.	Low $820K	$490M	598	20%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
The Wealth Collaborative, Inc.	Very High $3.1M	$790M	256	60%
Navalign, LLC	Typical $980K	$670M	680	35%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Selby Wealth Management	Very High $2.8M	$480M	169	66%
TrueNorth Wealth	Typical $1.3M	$1.1B	843	31%
The Salvetti Group	Typical $1.1M	$630M	590	27%
ValueWealth Services, LLC	Low $760K	$320M	420	27%
Regatta Capital Group, LLC	Typical $1.2M	$1.3B	1,088	43%
LifeTyme Financial Advisors, LLC	—	—	502	0%
Oath Planning, LLC	Low $570K	$280M	502	12%
RVW Wealth LLC	High $1.4M	$1.2B	834	3%
Addison Capital	High $2.2M	$540M	249	55%
TFB Advisors, LLC	Low $600K	$800M	1,326	13%
Washington Avenue Advisors	Low $460K	$300M	662	13%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Miramontes Capital, LLC	Low $530K	$400M	744	15%
Creative Money LLC	Very Low $0	$0	413	0%
Elderado Financial, Inc.	Low $570K	$240M	413	15%
Cheviot Value Management, LLC	High $1.9M	$1.1B	578	50%
Essex LLC	Typical $1.1M	$610M	576	28%
Boldin Advisors	Very Low $0	$0	821	63%
Confidence Wealth Management, Inc.	Low $610K	$450M	737	26%
Cornerstone Wealth	Typical $1M	$2.4B	2,373	13%
Apriem Advisors	Typical $1.3M	$1.4B	1,062	33%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Fortitude Financial LLC	Low $690K	$280M	408	17%
Elevatus Wealth Management, LLC	High $1.5M	$500M	326	42%
Redwood Wealth Management, LLC	Very High $3.4M	$840M	243	51%
Invest Capital Partners	Very Low $390K	$250M	647	14%
Seamount Financial Group Inc	High $1.5M	$720M	485	37%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Southland Equity Partners, LLC.	Low $500K	$890M	1,766	2%
Potentia Wealth	Low $740K	$530M	722	54%
FLC Capital Advisors	Very High $2.5M	$810M	320	58%
Motiv8 Investments LLC	Very Low $300K	$220M	720	6%
Omega Financial Group, LLC	High $1.7M	$540M	319	46%
Mason & Associates, Inc.	Typical $1.1M	$690M	637	34%
Broadway Wealth Solutions	Very Low $340K	$290M	875	17%
First Financial Consulting	Typical $1.2M	$740M	636	77%
Bulman Wealth Group	Low $510K	$280M	555	14%
Retirement Income Solutions, Inc.	Very High $2.3M	$3B	1,265	69%
Alpha Wealth Management And Planning LLC	Low $640K	$300M	473	51%
Mirador Capital Partners	Typical $1.4M	$880M	629	35%
Osborne Partners	Very High $3.3M	$2.3B	704	61%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
Worthpointe	High $1.6M	$1B	622	37%
Capstone Investment Financial Group, LLC	Very Low $440K	$170M	387	8%
One Degree Advisors, Inc.	Typical $1M	$480M	461	33%
Black Card Circle	Very Low $210K	$97M	460	7%
Roberts, Glore & Co.	High $1.9M	$730M	383	49%
WealthPlan Investment Management LLC	Low $910K	$1.9B	2,068	18%
Ironwood Wealth Management, LLC	Typical $1.3M	$610M	459	34%
The Marshall Financial Group LLC	Low $680K	$670M	994	17%
Concentrum Wealth Management	Very High $2.3M	$890M	381	47%
Core Wealth Partners LLC	Typical $1M	$390M	380	22%
Tempus Wealth Planning, LLC	Typical $980K	$670M	683	41%
Occidental Asset Management, LLC	Typical $1.2M	$1.1B	908	100%
American Money Management, LLC	Typical $990K	$820M	832	25%
Integrity Financial Corporation	Low $500K	$600M	1,209	14%
Vista Investment Partners LLC	Typical $1.2M	$560M	452	26%
Dentist Advisors	Low $640K	$480M	752	22%
Trinity Capital Management, LLC	Typical $1.1M	$430M	376	46%
Asset Planning, Inc	High $1.5M	$550M	373	50%
BetterWealth LLC	High $1.7M	$650M	373	58%
Mountain Capital Investment Advisors Inc	Low $780K	$930M	1,191	26%
Arlington Financial Advisors, LLC	High $1.9M	$1.2B	595	45%
O'Boyle Wealth Management, Inc.	Typical $1M	$380M	371	50%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
Pacific Asset Management, LLC	Typical $1M	$370M	370	33%
Wealth Teams Alliance	Very Low $270K	$220M	812	6%
Wagner Loftin Investment Services LLC	Low $900K	$400M	442	31%
Cookson Peirce Wealth Management	Typical $1.4M	$2.2B	1,544	8%
Peregrine Asset Advisers, Inc.	Typical $1.3M	$580M	441	12%
Capital Advantage, Inc.	High $1.9M	$1.3B	661	53%
MA Private Wealth, LLC	High $1.9M	$690M	366	40%
Bravias Financial	Low $480K	$210M	439	9%
Lazari Capital Management, Inc.	Low $690K	$500M	731	17%
Elevage Partners, LLC	Very Low $420K	$150M	365	6%
Quadrant Private Wealth Management, LLC	Very High $2.4M	$2.1B	875	45%
Bourgeon Capital Management LLC	Very High $3.4M	$990M	291	61%
The Kelly Group	Typical $960K	$1B	1,087	23%
Pathview Wealth Advisors	High $1.6M	$580M	362	37%
Prasad Wealth Partners	Low $790K	$570M	724	18%
Blue Sky Capital Consultants Group, Inc.	Low $600K	$300M	506	33%
rebel Financial, LLC	Low $820K	$360M	433	23%
Dash Investments	High $1.6M	$680M	432	79%
JSF Financial, LLC	High $2.1M	$1.7B	791	44%
Plan Group Financial, INC.	Low $570K	$690M	1,221	12%
Guardian Financial Partners, LLC	Typical $960K	$410M	427	58%
Telos Capital Management, Inc.	High $1.7M	$1.6B	924	49%
Rebalance LLC	Very High $2.8M	$1.8B	636	31%
Pension & Wealth Management Advisors	Typical $920K	$460M	493	21%
New Insight Wealth Advisors	Typical $1M	$370M	352	47%
Andina Advisors	High $1.5M	$970M	632	35%
T2 Asset Management, LLC	Very Low $320K	$180M	560	2%
Sustainable Advisors Alliance LLC	Very Low $410K	$230M	559	17%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Decker Retirement Planning Inc.	Low $470K	$360M	767	7%
Darwin Wealth Management	Low $740K	$610M	835	19%
Hillcrest Financial Group	High $1.6M	$570M	347	42%
Cornerstone Financial Group, LLC	Low $810K	$280M	345	28%
SP Asset Management LLC	Very High $8.9M	$1.8B	207	100%
Westhill Financial Advisors, Inc.	High $1.9M	$770M	414	52%
Nadler Financial Group, Inc.	High $2M	$2B	1,026	43%
UAS Asset Management	Low $900K	$310M	342	47%
Turner Financial Group, Inc.	Very Low $400K	$220M	547	10%
Ethos Financial Group, LLC	Typical $970K	$1.7B	1,709	22%
Atlas Private Wealth Advisors	Low $710K	$860M	1,211	17%
HCM Wealth	Very High $3.1M	$830M	269	58%
Whelan Financial	Typical $1.3M	$630M	470	47%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Stonebridge Financial Group	Typical $950K	$890M	937	27%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
Fortem Financial Group, LLC	High $1.8M	$590M	333	42%
Strategy Asset Managers L.L.C.	Typical $1.4M	$820M	598	36%
Stevens Foster Financial Advisors	High $2.3M	$750M	332	45%
Professional Advisory Services Inc	High $2M	$1.2B	596	42%
Armbruster Capital Management, Inc.	High $1.9M	$900M	462	56%
Caldwell Sutter Capital, Inc.	Typical $1.1M	$580M	528	28%
Diversified Portfolios, Inc.	Very High $2.8M	$1.9B	660	28%
Financial Management Network Inc	Typical $1.1M	$1.5B	1,379	33%
Financial Sense Advisors, Inc.	Typical $1.4M	$810M	588	32%
Asset One Wealth Management, LLC	Low $800K	$940M	1,170	24%
CMG Wealth Management	Typical $1.1M	$370M	325	38%
Hoopoe Advisors	Typical $990K	$580M	585	40%
Traveka Wealth, LLC	Very High $3.8M	$730M	194	69%
Prosperitas Financial, LLC	Very Low $400K	$700M	1,745	9%
G&H Investments	Very High $2.6M	$330M	129	29%
Simmons Capital Group	Low $460K	$210M	450	12%
Falcon Wealth Planning, Inc.	Typical $1M	$1.5B	1,478	29%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Buttonwood Financial Advisors, Inc.	High $1.5M	$480M	321	47%
WESCAP Group	Very High $3.3M	$1.1B	321	64%
Summit Wealth Partners, LLC	Low $850K	$660M	770	17%
Warren Street Wealth Advisors, LLC	Typical $1.2M	$550M	449	37%
Three Arch Wealth Management LLC	Very High $2.5M	$650M	256	46%
Schaefer Financial Management, Inc.	Very High $2.5M	$1.1B	446	52%
Neumann Capital Management	Very High $3.3M	$630M	191	67%
S.A. Mason, LLC	High $1.9M	$490M	254	35%
Bangerter Financial Services, Inc.	Very Low $210K	$68M	317	11%
Abundo Wealth	—	—	695	0%
Comprehensive Wealth Management	Low $880K	$330M	378	29%
Insight Wealth Strategies, LLC	High $1.9M	$1.1B	567	29%
Liberty Wealth Management, LLC	Typical $1.1M	$1.7B	1,510	66%
One Advisory Partners, LLC	Typical $1.2M	$370M	314	32%
Financial Advisors Network, Inc.	Typical $1.3M	$1.1B	816	40%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
Cornerstone Capital, Inc.	Very High $6.9M	$860M	125	79%
Whitwell Advisors	Very Low $320K	$100M	312	18%
CLG LLC	Low $770K	$1.1B	1,434	48%
Capstone Investment Group	Very Low $300K	$170M	560	9%
McDermott Investment Advisors, LLC	Very Low $330K	$200M	618	78%
Statheros Financial Solutions, Inc.	Typical $1M	$550M	555	29%
Brio Financial Group	Typical $1.3M	$1.1B	800	42%
Bedel Financial Consulting Inc	Very High $2.5M	$2.9B	1,162	64%
Arrivity Financial Planning	—	—	366	0%
Eagleclaw Capital Management LLC	Very High $2.5M	$750M	305	86%
Granite Group Advisors, LLC	Very High $3.2M	$390M	122	100%
Mathis Wealth Management	Low $660K	$200M	304	25%
Encompass Advisory Services, LLC	Very Low $280K	$120M	425	8%
Blume Capital Management, Inc.	Very High $3.5M	$860M	242	72%
MBM Wealth Consultants, LLC	Low $750K	$450M	604	22%
Desert Rose Capital Management, Inc.	Very Low $170K	$120M	723	5%
Prentiss Smith & Company, Inc.	Typical $1.4M	$410M	300	3%
Stolper & Co., Inc.	Very High $7M	$420M	60	73%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
Team Wealth & Tax Advisors	Low $650K	$230M	358	21%
CRUX Wealth Advisors	Low $740K	$490M	656	18%
4Thought Financial Group Inc.	Low $580K	$170M	297	0%
Highland Investment Advisors LLC	Low $580K	$350M	593	10%
Etesian Wealth Advisors, Inc.	Typical $1.1M	$460M	415	5%
Roof Eidam Maycock Peralta LLC	Very High $2.7M	$800M	296	66%
T&T Capital Management	Very Low $380K	$110M	296	10%
Bright Lake Wealth Management, LLC	Very Low $290K	$100M	354	4%
Kilter Group	Low $670K	$280M	413	29%
Momentum Advisors	Typical $990K	$350M	354	38%
Cypress Wealth Services, LLC	High $1.5M	$1.3B	825	43%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Torrey Growth & Income Advisors, LLC	Typical $1.1M	$330M	293	22%
EQ Wealth Management	High $1.8M	$940M	525	70%
Milestone Investment Advisors, LLC	High $2M	$800M	408	53%
Investor FAN	Low $900K	$790M	874	27%
Cerro Pacific Wealth Advisors, LLC	High $1.8M	$420M	233	52%
Leach, Bickmore & Weiss Wealth Management, LLC	Very Low $390K	$110M	291	14%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
California Capital Management	Typical $1M	$350M	347	32%
WaterRock Wealth Management	Low $530K	$150M	289	13%
The Norden Group LLC	Typical $1.4M	$1.7B	1,271	23%
Aptus Financial, LLC	—	—	634	0%
Castle Coast Wealth, LLC	Typical $1.3M	$370M	288	47%
Ar Asset Management, Inc.	Very High $2.9M	$340M	115	84%
Godsey & Gibb Wealth Management	High $1.8M	$1.4B	747	59%
Knightsbridge Wealth Management	High $1.9M	$960M	517	64%
Eckman Wealth Management, LLC	Very Low $260K	$74M	286	0%
Range Financial Group, LLC	Typical $1M	$400M	400	33%
Cohen Capital Management Inc	Very High $12M	$710M	57	70%
Kaizen Financial Strategies, LLC	Typical $970K	$280M	284	19%
GBM Wealth Management, Inc.	Low $480K	$250M	511	12%
The H Group, Inc.	Low $710K	$520M	735	20%
Leisure Capital Management, Inc.	Very High $2.5M	$850M	339	50%
Financial Perspectives	High $1.6M	$1.2B	734	42%
Argus Investors' Counsel, Inc.	Very Low $410K	$120M	282	3%
Shotwell Rutter Baer Inc	Low $650K	$180M	282	22%
Transcendent Capital Group	Low $710K	$360M	506	14%
25 Financial	Typical $1.1M	$540M	505	50%
Guide Advisors, Inc.	—	—	279	0%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Burton Enright Welch	High $2.3M	$1.4B	612	61%
InterWealth Management, LLC	Typical $1.1M	$300M	278	27%
Mission Creek Capital Partners, Inc.	Typical $1.4M	$700M	499	65%
Dixon Financial Services	Very High $3.2M	$1.1B	332	46%
Lewis Asset Management	Typical $1.4M	$380M	276	39%
Rodgers Brothers, Inc.	High $1.9M	$920M	495	46%
Cadent Capital Advisors, LLC	Typical $1.3M	$760M	602	25%
Rs Crum Inc.	High $2.2M	$720M	328	57%
Precision Wealth Strategies, LLC	Typical $1.3M	$580M	436	65%
BCU Wealth Advisors, LLC	Low $750K	$650M	870	15%
Mosley Wealth Management, Inc.	Very Low $400K	$280M	707	12%
Meritas Wealth Management, LLC	High $1.8M	$590M	324	53%
Northern Financial Advisors, Inc.	High $2.1M	$680M	324	58%

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