AUM per client for Team firms serving clients in Colorado

Team firms active in Colorado 357 firms

Very Low $200K-$450K

Low $450K-$720K

Typical $720K-$1.1M

High $1.1M-$2M

Very High $2M-$4.5M

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

Median: $860K

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Firm	AUM/client	AUM	Clients	HNW client %
Public Advisors LLC	Very Low $4.2K	$19M	4,521	22%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
NBC Capital Advisors	Very Low $330K	$720M	2,183	41%
Axos Invest, Inc	Very Low $22K	$150M	6,792	0%
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%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
Rosel Wealth Management, LLC	High $1.9M	$600M	317	56%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
FREC	Very Low $300K	$540M	1,789	5%
M Financial Asset Management, Inc.	High $1.2M	$1.2B	995	4%
Invictus Private Wealth, LLC	Very High $3.7M	$1.7B	461	59%
First Affirmative Financial Network LLC	Very Low $390K	$890M	2,275	56%
Chatterton & Associates	Typical $860K	$1.3B	1,542	26%
SEM Wealth Management	Very Low $380K	$750M	1,980	13%
Cedar Cove Wealth Partners	Very Low $220K	$460M	2,036	43%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Fermata Advisors	Very Low $240K	$690M	2,815	25%
Rooted Wealth Advisors	Very Low $250K	$400M	1,605	7%
Vision Capital Management Inc	Low $620K	$1.1B	1,755	64%
Googins Advisors, Inc.	Low $640K	$500M	778	31%
Intergy Private Wealth, LLC	Typical $1M	$600M	580	40%
Bruni J V & Co	Very High $2.3M	$900M	386	68%
Rosecap Investment Advisors, LLC	Low $690K	$500M	721	40%
Nectarine	Very Low $0	$0	3,210	19%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Syntegra Private Wealth Group LLC	Low $660K	$1.4B	2,112	17%
American Wealth Management	Typical $840K	$730M	873	23%
Gainline Financial Partners, LLC	Very Low $350K	$340M	998	58%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Drawbridge Capital	Very Low $230K	$220M	972	37%
Westwind Capital	Typical $760K	$740M	972	24%
Financial Security Management, Inc	Low $550K	$610M	1,102	12%
Triumph Capital Management	Very Low $280K	$620M	2,193	17%
Lord and Richards	Very Low $100K	$130M	1,228	7%
Legacy Wealth Partners, LLC	Low $610K	$640M	1,044	18%
Lighthouse Wealth Strategies, LLC	Typical $980K	$840M	866	25%
Acorn Financial Advisory Services, Inc.	Low $460K	$1.2B	2,584	21%
Robertson Investment Management	Very Low $430K	$490M	1,138	67%
Planned Solutions, Inc.	Typical $810K	$670M	827	28%
Howe and Rusling, Inc.	Very High $2.1M	$2.3B	1,081	56%
Atwood Financial Planning LLC	Very Low $17K	$16M	939	36%
SevenBridge Financial Group, LLC	High $1.7M	$700M	401	35%
Resource Financial Group, Ltd.	Very High $2.4M	$620M	265	100%
AMI Asset Management Corp	High $1.4M	$1.6B	1,113	35%
Semper Augustus Investments Group LLC	Very High $2.9M	$700M	244	82%
Sprinkle Financial Consultants LLC	Very High $3.8M	$920M	242	67%
Navigation Wealth Management	Very Low $110K	$100M	954	1%
KMG Fiduciary Partners, LLC	High $1.3M	$1.7B	1,301	31%
Dupree Financial Group, LLC	Low $490K	$400M	825	14%
Security Capital Management	Low $570K	$1.3B	2,357	26%
Cascade Investment Group, Inc.	Low $600K	$350M	580	13%
LJI Wealth Management, LLC	Low $700K	$1B	1,490	16%
Advisers Investment Management, Inc.	Very Low $180K	$100M	572	3%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
MSH Capital Advisors LLC	Very Low $440K	$1B	2,257	8%
Altus Wealth Group, LLC	Typical $780K	$610M	785	23%
Marquette Wealth Management	Very High $3.5M	$790M	224	51%
Carlson Financial	Low $580K	$630M	1,097	16%
Investment Management Associates	High $1.5M	$480M	329	65%
Denver Wealth Management, Inc.	Low $540K	$530M	986	21%
Albitz/Miloe and Associates, Inc.	High $1.2M	$810M	657	32%
Kercheville Advisors LLC	High $1.6M	$510M	327	29%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
WealthPLAN Partners	Low $640K	$1.1B	1,677	15%
Peak Planning Group, LLC	Typical $850K	$710M	838	21%
Galvin, Gaustad & Stein, LLC	High $1.6M	$1.3B	831	53%
Global Wealth Strategies and Associates, LLC	Low $490K	$450M	921	13%
Synergy Financial Partners, LLC	Low $570K	$290M	511	16%
Townsend	Typical $1M	$1.5B	1,514	34%
Shufro, Rose & CO., LLC	High $1.9M	$2.3B	1,207	45%
Pearson Financial Services	—	—	500	0%
Creekmur Asset Management, LLC	Very Low $420K	$790M	1,897	12%
Capital Investment Services of America Inc	High $1.2M	$1.1B	898	29%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
3Edge Asset Management, LP	Typical $750K	$1.1B	1,489	24%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Lakeridge Wealth Management LLC	Low $670K	$720M	1,076	22%
Sharkey Howes & Javer Inc	High $1.2M	$1B	868	30%
Palisade Investments, LLC	Low $570K	$330M	578	24%
Lebenthal Global Advisors, LLC	Very Low $360K	$860M	2,385	9%
Mack Investment Securities, Inc.	Very Low $450K	$300M	661	43%
WT Wealth Management, LLC	Very Low $360K	$410M	1,133	9%
Bentley Financial Group	Typical $840K	$390M	470	0%
Financial Action, Inc.	Very Low $220K	$100M	464	7%
Capital Investment Counsel, LLC	Very High $2.7M	$1.3B	463	68%
Breakwater Capital Group	Very High $2.8M	$1B	370	65%
NOVA FINANCIAL SERVICES	Low $640K	$470M	738	20%
Windsor Capital Management, LLC	High $1.4M	$620M	458	40%
Focused Alpha, LLC	Typical $910K	$490M	541	24%
Managed Asset Portfolios, LLC	Low $560K	$910M	1,620	14%
The Millstone Evans Group, LLC	High $1.4M	$870M	630	33%
FSB Premier Wealth Management, Inc.	Low $470K	$420M	894	13%
Tandem Financial, LLC	High $1.1M	$500M	447	30%
SyntheticFi LLC	High $1.6M	$990M	624	0%
Arrowroot family office, LLC	Very Low $290K	$410M	1,413	42%
Seneca Financial Advisors LLC	Very High $2.3M	$820M	353	45%
GK Wealth Management LLC	Low $490K	$260M	525	24%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
Park Place Capital Corporation	Typical $730K	$440M	607	6%
SPG Advisors LLC	Typical $770K	$540M	692	23%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Serenity Investment Advisors	Low $590K	$260M	430	15%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Beam Wealth Advisors, Inc.	Low $630K	$1.4B	2,207	20%
Varra Financial	Low $590K	$300M	508	18%
G&S Capital LLC	High $1.1M	$470M	421	37%
LifeTyme Financial Advisors, LLC	—	—	502	0%
Oath Planning, LLC	Low $570K	$280M	502	12%
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%
Elderado Financial, Inc.	Low $570K	$240M	413	15%
Confidence Wealth Management, Inc.	Low $610K	$450M	737	26%
Cornerstone Wealth	Typical $1M	$2.4B	2,373	13%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Elevatus Wealth Management, LLC	High $1.5M	$500M	326	42%
IFG Advisors, LLC	High $1.8M	$1B	566	53%
Seamount Financial Group Inc	High $1.5M	$720M	485	37%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
CFO4Life	High $1.7M	$1.5B	877	40%
Century Management Financial Advisors	Typical $790K	$560M	707	19%
Vital Investment Management LLC	Typical $720K	$280M	391	25%
Ramsay Stattman Vela & Price Inc	High $1.7M	$680M	390	61%
Capstone Investment Financial Group, LLC	Very Low $440K	$170M	387	8%
The Marshall Financial Group LLC	Low $680K	$670M	994	17%
Selective Wealth Management, Inc.	Low $640K	$440M	688	27%
Core Wealth Partners LLC	Typical $1M	$390M	380	22%
Worth Advisors	Low $620K	$280M	451	13%
Baron Silver Stevens Financial Advisors, LLC	High $2M	$1.2B	598	73%
Mountain Capital Investment Advisors Inc	Typical $780K	$930M	1,191	26%
A & I Wealth Management	Typical $1.1M	$560M	518	32%
Peregrine Asset Advisers, Inc.	High $1.3M	$580M	441	12%
Marshall Investment Management, LLC	Low $510K	$300M	587	44%
Salus Financial Advisors	Typical $720K	$260M	365	25%
Prasad Wealth Partners	Typical $790K	$570M	724	18%
JPL Wealth Management, LLC	Very High $2M	$580M	289	58%
Plan Group Financial, INC.	Low $570K	$690M	1,221	12%
Wrenne Financial Planning LLC	Low $700K	$300M	428	23%
Centric Wealth Management, LLC	High $1.3M	$760M	568	22%
Rebalance LLC	Very High $2.8M	$1.8B	636	31%
Pension & Wealth Management Advisors	Typical $920K	$460M	493	21%
Rothschild Investment	Very High $2.2M	$2.6B	1,191	44%
FEFA Financial	Very Low $260K	$430M	1,679	2%
Sustainable Advisors Alliance LLC	Very Low $410K	$230M	559	17%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Darwin Wealth Management	Typical $740K	$610M	835	19%
Cornerstone Financial Group, LLC	Typical $810K	$280M	345	28%
Scala Capital LLC	Low $690K	$240M	345	24%
Bason Asset Management	Very High $6.2M	$840M	135	89%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
Maridea Wealth Management	Low $610K	$930M	1,530	47%
Excel Financial, LLC	Typical $720K	$280M	392	21%
Diamond Wealth Management, LLC	Low $540K	$210M	391	42%
Provident Wealth Management, LLC	Very High $2.3M	$740M	323	54%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Arcus Capital Partners, LLC	Very High $4.1M	$1.8B	447	90%
Schaefer Financial Management, Inc.	Very High $2.5M	$1.1B	446	52%
Northstar Financial Companies, Inc.	Typical $1M	$520M	507	22%
Fmsa	Very Low $140K	$180M	1,264	17%
Comprehensive Wealth Management	Typical $880K	$330M	378	29%
One Advisory Partners, LLC	High $1.2M	$370M	314	32%
Acorn Creek Capital LLC	High $1.5M	$470M	312	40%
Jemma Financial Services	Very Low $350K	$110M	312	24%
Statheros Financial Solutions, Inc.	Typical $1M	$550M	555	29%
United Capital Management of Kansas, Inc.	Low $500K	$810M	1,602	20%
Brio Financial Group	High $1.3M	$1.1B	800	42%
SmartPath Advisors	—	—	369	0%
Balance Wealth	Low $700K	$390M	553	18%
Bright Road Wealth Management, LLC	Low $680K	$420M	614	17%
American Wealth Management, Inc.	Low $560K	$310M	550	30%
Arrivity Financial Planning	—	—	366	0%
Cypress Financial Planning	High $1.1M	$490M	427	25%
Whipplewood Advisors, LLC	Typical $880K	$320M	366	54%
Novak & Powell Financial Services, Inc.	Typical $840K	$360M	426	0%
Aspen Wealth Strategies, LLC	Typical $840K	$310M	363	32%
Dodds Wealth, LLC	High $1.6M	$680M	421	43%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
City Center Advisors, LLC	Very Low $390K	$160M	413	13%
Wealth Advisors Network, Inc.	Low $550K	$260M	472	22%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
EQ Wealth Management	High $1.8M	$940M	525	70%
Endeavor Private Wealth, Inc.	Typical $1.1M	$570M	521	33%
Mattern Capital Management, LLC	Very High $2.6M	$1B	404	58%
Aptus Financial, LLC	—	—	634	0%
Eckman Wealth Management, LLC	Very Low $260K	$74M	286	0%
Beck Bode LLC	Low $680K	$650M	968	18%
The Estate Planners Group	High $1.2M	$420M	340	51%
Sovereign Financial Group, Inc.	Typical $830K	$1.1B	1,288	22%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
InterWealth Management, LLC	Typical $1.1M	$300M	278	27%
Cimarron Wealth Management, Inc.	Low $550K	$300M	552	13%
Traction Financial Partners	Typical $840K	$270M	326	61%
Petra Financial Advisors Inc	High $1.2M	$440M	378	33%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
Pinion Wealth Management, LLC	Typical $900K	$390M	431	24%
Clear Creek Advisors	High $1.5M	$720M	483	21%
Wealthbuilders Investments	Low $580K	$150M	267	29%
SAGE Private Wealth Group, LLC	Typical $890K	$430M	479	70%
Allodium Investment Consultants, LLC	High $1.9M	$500M	266	46%
Forty North Wealth	Low $660K	$350M	532	14%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Harvest investment Services, LLC	Very Low $410K	$620M	1,500	12%
United Wealth Management, LLC	High $1.6M	$410M	257	58%
Gallacher Capital Management, LLC	Typical $1M	$510M	513	23%
Condor Capital Wealth Management	Very High $2.4M	$2.1B	869	49%
Elysium Wealth Management, LLC	Low $460K	$350M	765	19%
Precision Financial Services	Typical $810K	$410M	509	22%
The Institute	High $1.7M	$1.3B	803	24%
OWL Creek Wealth Partners	Very High $5.9M	$590M	100	89%
Parsons Capital Management Inc	Very High $3.1M	$2.2B	695	55%
Sound Financial, LLC	Typical $850K	$210M	248	27%
Stordahl Capital Management, Inc.	High $1.8M	$530M	297	58%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
Cross State Financial Group LLC	Very Low $440K	$170M	395	13%
Blue Anchor Wealth Advisors, LLC	Low $450K	$130M	296	13%
Soulence Wealth Management	Very Low $240K	$95M	393	5%
RB Capital Management, LLC	High $1.4M	$880M	636	31%
Corda Investment Management, LLC	High $1.5M	$2B	1,359	42%
Future Capital Management Inc.	Very Low $210K	$72M	338	8%
Ironview Capital Management, LLC	Very High $2.9M	$1.1B	386	80%
Del-Sette Capital Management, LLC	Typical $800K	$190M	240	23%
Elevated Capital Advisors, LLC	Low $490K	$500M	1,006	13%
Boston Family Office LLC	Very High $5.8M	$1.9B	332	74%
Secure Investment Management, LLC	Very Low $46K	$43M	942	0%
EdgeRock Wealth Management	Typical $1M	$560M	564	28%
Scholar Financial Advising, LLC	Very Low $0	$0	235	57%
TRADEway	Very Low $150K	$89M	611	2%
Heirloom Wealth Management LLC	High $1.2M	$970M	829	31%
CorePath Wealth Partners LLC	High $1.1M	$260M	230	32%
Impact Capital Partners LLC	Very High $2.7M	$610M	230	77%
The Retirement Solution LLC	Typical $850K	$700M	823	39%
Chicory Wealth	High $1.5M	$830M	539	42%
Financial Alternatives, Inc.	Very High $2.3M	$610M	269	55%
Impact Investors	High $1.3M	$280M	220	24%
Delta Investment Management, LLC	Typical $780K	$850M	1,099	15%
Blackhawk Capital Partners, LLC	High $1.3M	$400M	307	53%
Rigden Capital Strategies	Very Low $410K	$110M	263	13%
ENZI Wealth	Very High $2M	$440M	219	64%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Dominion Portfolio Management, Inc.	Very Low $350K	$280M	782	3%
Mosaic Wealth	Very High $2.5M	$1.9B	774	41%
Black Swift Group, LLC	High $1.6M	$600M	382	39%
Mader & Shannon Wealth Management	Low $710K	$240M	339	25%
Clarus Wealth Advisors, LLC	Low $610K	$300M	502	6%
Smith Bruer	Low $690K	$170M	250	24%
Nilsine Partners, LLC	Very High $2.8M	$1.5B	540	51%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
Clean Yield Asset Management	Very High $2.2M	$550M	246	63%
BAM Wealth Management LLC	Low $700K	$200M	285	25%
TRG Investment Advisors, LLC	Low $640K	$150M	241	33%
Elevate Capital Advisors	Typical $900K	$180M	200	41%
Vanguard Capital	Typical $960K	$190M	199	26%
Gill Capital Partners	High $1.5M	$660M	434	45%
GFG Solutions	Typical $970K	$310M	315	100%
Amicus Financial Advisors, LLC	Low $660K	$490M	748	16%
Ellevest	Very High $2.3M	$1.1B	471	79%
Pacifica Capital Investments	Very High $3.8M	$600M	156	56%
Collective Wealth Partners, LLC	Very Low $290K	$57M	194	8%
Crusonia Wealth Advisors LLC	Very High $2.2M	$1.2B	540	60%
WinCap Financial LLC	Typical $820K	$220M	270	27%
Verity Investment Partners	Very High $2.8M	$1.3B	459	58%
Wallington Asset Management	Very High $3.7M	$1.1B	306	64%
Everspire	Very Low $310K	$250M	803	6%
Fidelis Wealth Advisors	Typical $870K	$170M	191	45%
Wealthview Capital, LLC	High $1.7M	$320M	191	41%
Intelligence Driven Advisers, LLC	High $1.3M	$840M	649	65%
Paragon Capital Management	Very High $7M	$1.3B	187	75%
JIM Saulnier & Associates, LLC	High $1.6M	$290M	184	47%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Blue Water Wealth	High $1.2M	$470M	403	54%
Normandy Capital Management, LLC	Very Low $370K	$68M	182	19%
Econologics Financial Advisors	Low $570K	$170M	291	54%
Benefit Financial Services Group	High $1.6M	$1.4B	861	38%
Centura Wealth Advisory	Very High $2M	$1.2B	574	37%
Tandem Wealth Advisors	Typical $920K	$230M	251	38%
Libra Wealth LLC	Very High $4.5M	$640M	143	89%
Analog Capital Partners LLC	Low $540K	$93M	173	12%
Westbourne Investments, Inc.	High $1.5M	$250M	173	27%
HTG Investment Advisors Inc	Very High $2.9M	$1.1B	377	66%
Capital Cities Investments	Low $600K	$290M	476	13%
Denver PWM, LLC	Very High $2.3M	$470M	204	44%
Sachem Hill LLC	Very High $7M	$950M	136	73%
Oakwood Capital, Inc.	Very Low $430K	$260M	608	30%
Alhambra Investment Management LLC	High $1.5M	$310M	202	38%
Legacy Edge Advisors	Very High $2.3M	$1.2B	530	83%
Innovative Advisory Group	Low $640K	$190M	298	9%
Destiny Capital Corporation	High $1.5M	$380M	260	35%
Indelible Wealth Group	Typical $970K	$150M	160	41%
Sanderson Wealth Management, LLC	Very High $4.2M	$1.3B	318	74%
Blankinship & Foster, LLC	Very High $3.2M	$910M	284	79%
Model Wealth	Very High $2M	$320M	157	60%
Elk River Wealth Management LLC	Very High $3.6M	$890M	251	56%
Wealth Foundations Partners, LLC	Very Low $300K	$94M	311	8%
SlateStone Wealth LLC	Very High $2.6M	$1.5B	558	55%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Eastsound Capital Advisors, LLC	Typical $830K	$200M	244	20%
Activ8 Family Office LLC	Very High $5.1M	$1.5B	299	50%
Alpha Capital Family Office, LLC	High $1.9M	$290M	147	56%
Argos Wealth Advisors LLC	Very High $4.2M	$990M	234	19%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Equita Financial Network, Inc.	Typical $900K	$390M	434	71%
Indivisible Partners	Very High $3M	$1.4B	460	58%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
Ridgegate Advisors, LLC	Low $590K	$120M	199	14%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Cogentblue	Very High $4.2M	$470M	112	39%
Peak Asset Management, LLC	Very High $2.9M	$980M	333	65%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
Chapin Davis Asset Management	High $1.2M	$630M	543	4%
Compass Capital Management Inc	Very High $5M	$1.9B	379	73%
BlueDoor Private Wealth, LLC	Very High $2.5M	$330M	135	50%
Kingstone Capital Partners Texas, LLC	Typical $970K	$180M	187	20%
LotusGroup Advisors	High $1.5M	$280M	186	38%
Feltl Advisors	Very Low $390K	$160M	395	0%
OneAscent Family Offices	Very High $3.2M	$250M	78	45%
Next Capital Management LLC	Very High $6.6M	$1.7B	257	70%
Stronghold Capital Partners LLC	Very Low $150K	$50M	334	0%
SimplyRIA Advisor Network	Very Low $350K	$210M	602	8%
Tushaus Wealth Management	Low $610K	$75M	122	27%
Class VI Family Office, LLC	Very High $7.6M	$1.5B	195	76%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
BSW Wealth Partners	Very High $4.6M	$2.2B	476	69%
Colorado Capital Management	Very High $2.6M	$620M	234	67%
Horizon Wealth	Typical $900K	$150M	163	47%
Xcelsior Advisor Partners LLC	High $1.3M	$450M	348	9%
Illumination Wealth Management	Very High $2.3M	$460M	203	67%
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%
Clear Capital Management LP	Low $550K	$61M	112	15%
Brand Asset Management Group, Inc.	Very High $3.2M	$1.1B	355	25%
freeGulliver, LLC	Very High $3.1M	$530M	170	51%
Targeted Wealth Solutions	Low $680K	$71M	104	23%
LRI Investments	Very High $4M	$1.9B	477	45%
Trail Ridge Investment Advisors, LLC	High $1.5M	$240M	158	32%
Tillman Hartley LLC	Very High $11M	$640M	57	81%
Best Life Infinity, LLC	Very Low $440K	$48M	110	8%
Providence Capital	Very Low $340K	$30M	90	6%
Princeton Global Asset Management LLC	Very High $2.5M	$880M	356	47%
Hebert Advisory Services Inc	Typical $820K	$72M	88	23%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
Family Financial Solutions Group, LLC	Very High $23M	$360M	16	100%
PCM Encore, LLC	Very High $13M	$1.6B	127	52%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
Dudley & Shanley, Inc.	Very High $9.4M	$420M	45	100%
MIFI Wealth, LLC	High $1.2M	$66M	54	37%
Najarian Family Office, LLC	High $1.1M	$76M	66	38%
Generational Wealth Advisors	Very High $2.8M	$450M	159	62%
Colorado Financial Service Corporation	Very Low $450K	$84M	188	100%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Investment Research Corp	Very Low $310K	$51M	163	2%
7Two	Very High $3.2M	$170M	54	78%
Q3 Advisors, LLC	—	—	224	0%
Paraklete Financial, Inc.	Very Low $0	$0	69	80%
Hurley Investments, LLC	Low $540K	$30M	56	25%
Colmina, LLC	Very High $2.1M	$85M	40	45%
Better Pockets Financial	Very Low $200K	$7.4M	36	0%

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