AUM per client for Team firms serving clients in Florida

Team firms active in Florida 902 firms

Very Low $200K-$390K

Low $390K-$690K

Typical $690K-$1.2M

High $1.2M-$2.1M

Very High $2.1M-$5M

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

Median: $860K

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Firm	AUM/client	AUM	Clients	HNW client %
Cohen Capital	—	$1.1B	1,457	—
Dawson James Asset Management, Inc.	—	$0	—	—
Riverside Financial Advisors LLC	—	—	—	—
Algorithmic Investment Models	Low $450K	$3.6M	8	25%
D'Arcangelo Financial Advisors, LLC	—	—	15	0%
Latin Securities Inc.	High $1.5M	$35M	23	52%
Ceeto Capital Group, LLC	Very High $25M	$400M	16	100%
Colomb Investment Management Company, LLC	Very Low $150K	$4.7M	32	0%
Total Alignment Wealth Advisors, LLC	—	—	28	100%
Precise Investment Management, Inc.	Very High $4.7M	$190M	40	68%
Cynosure Portfolio Advisors LLC	Very Low $120K	$5.8M	48	0%
Partners Capital, LLC	Typical $710K	$30M	42	36%
Trident Advisors LLC	Very Low $300K	$12M	41	0%
US Capital Global Wealth Management, LLC	Low $490K	$25M	50	6%
Atlas	Very High $3.2M	$150M	47	15%
Green Vista Asset Management LLC	Very Low $240K	$14M	58	28%
Paraklete Financial, Inc.	Very Low $0	$0	69	80%
Uyana Partners LLC	High $1.2M	$84M	69	48%
Aston Capital Management	Very High $11M	$330M	31	100%
Fairport Advisors, Inc.	Typical $880K	$55M	62	11%
Foundation Wealth & Tax Advisors, LLC	Typical $730K	$68M	93	35%
Q3 Advisors, LLC	—	—	224	0%
Sierra Capital LLC	Very High $20M	$1.5B	76	100%
Aimcdonnaugh & Co. Inc.	Very Low $110K	$5.9M	55	18%
Regal Advisory Services, Inc.	Very Low $350K	$95M	269	17%
Downtown Wealth Studios, LLC	Very High $12M	$550M	45	80%
Sagace Wealth Management	High $2M	$160M	79	59%
401k Generation	High $1.8M	$120M	68	7%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Colorado Financial Service Corporation	Low $450K	$84M	188	100%
Equity Advisors, LLC	Very Low $330K	$36M	108	0%
Bulltick Wealth Management, LLC	Very High $5.6M	$1.6B	280	71%
Valley FInancial Management, Inc.	Very Low $3.8K	$470K	124	3%
Barrett Capital Management,LLC	Typical $740K	$48M	64	55%
Rothschild Capital Partners	Very High $3.3M	$210M	64	89%
57 West Capital Advisors, Inc.	Very Low $390K	$30M	78	14%
EPI Financial Group	Very Low $130K	$8.6M	65	0%
Tiempo Capital Partners	Very High $14M	$890M	65	100%
Avestar Capital, LLC	Very High $12M	$2B	170	84%
ACP Capital Management, LLC	High $1.9M	$220M	118	100%
Bigsur Partners, LLC	Very High $16M	$1.3B	79	100%
Najarian Family Office, LLC	Typical $1.1M	$76M	66	38%
Financial Transparency	High $1.3M	$300M	227	23%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
AtCap Partners, LLC	Low $490K	$170M	342	56%
AMC Wealth Management, LLC	Typical $740K	$75M	101	0%
The Mosaic Financial Group, LLC	Very High $7.2M	$930M	130	100%
American Elite Advisory	Very Low $270K	$19M	73	0%
Blue Jasper Capital LLC	Very Low $270K	$20M	73	7%
Neptune Wealth	Low $480K	$35M	73	25%
Mora Capital Management, LLC	Very High $2.9M	$1.3B	429	40%
Neil Jesani Wealth Management	High $2.1M	$150M	74	100%
ActiTrust Wealth Management LLC	Low $680K	$60M	89	25%
CSP Financial Group LLC	Very Low $380K	$120M	312	10%
Dudley & Shanley, Inc.	Very High $9.4M	$420M	45	100%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
Augustine Asset Management Inc	Very High $11M	$650M	61	100%
Coordinated Capital Securities, Inc.	Low $640K	$160M	248	17%
Fidelis Capital	Very High $8.7M	$1.9B	218	80%
MMA Asset Management LLC	High $1.2M	$330M	282	52%
Searle & Co.	Very High $5M	$630M	126	94%
Persium Advisors, LLC	Very High $2.5M	$390M	158	49%
PCM Encore, LLC	Very High $13M	$1.6B	127	52%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
Manchester Capital Management LLC	Very High $11M	$2.2B	211	73%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Laidlaw Wealth Management LLC	Typical $960K	$96M	100	27%
Canton Hathaway LLC	Very High $7.3M	$610M	84	80%
Seabridge Investment Advisors LLC	Very High $2.7M	$510M	185	66%
Revere Wealth Management LLC	Typical $780K	$78M	101	4%
Blacktower Financial Management (US) LLC	Low $530K	$250M	479	7%
QM Advisors LLC	Typical $700K	$110M	154	41%
Palisades Hudson Asset Management, L.P.	Very High $8.8M	$1.2B	138	70%
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%
Exeter Financial, LLC	Very High $4.7M	$410M	88	55%
Hebert Advisory Services Inc	Typical $820K	$72M	88	23%
Independence Capital Co., Inc.	Low $400K	$120M	300	7%
Princeton Global Asset Management LLC	Very High $2.5M	$880M	356	47%
Naples Global Advisors	Very High $6.8M	$1.9B	286	88%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
Expressive Wealth LLC	Typical $1M	$170M	165	22%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Provenio Capital	Very High $13M	$1.2B	94	100%
API Financial Advisors, LLC	Very Low $370K	$85M	227	4%
American Northwest Advisory Services L.L.C.	Low $430K	$41M	95	38%
Tillman Hartley LLC	Very High $11M	$640M	57	81%
Intelligent Capitalworks	Very High $3.8M	$360M	96	82%
Mellig Group, LLC	Typical $1M	$100M	97	31%
Sparta Wealth Partners	High $1.8M	$280M	156	75%
MMBG Investment Advisors Co.	Very High $22M	$3B	137	99%
LRI Investments	Very High $4M	$1.9B	477	45%
Star Wealth Advisors	Very Low $280K	$44M	159	3%
KFG, LLC	High $1.8M	$180M	100	54%
Miura Investment Advisors, Inc	High $2.1M	$380M	181	58%
Blue Line Capital	Typical $860K	$100M	121	20%
Brainvest Wealth Management LLC	Very High $2.9M	$290M	101	100%
Abacus Planning Group, Inc.	Very High $6.5M	$2B	307	83%
Noble Family Wealth	Very High $4.3M	$530M	124	54%
Navis Wealth Advisors LLC	Very High $7.2M	$900M	126	74%
Your Choice Financial LLC	Very Low $310K	$40M	126	12%
Forefront	Low $420K	$240M	572	18%
freeGulliver, LLC	Very High $3.1M	$530M	170	51%
Fort Point Capital Partners LLC	Very High $5.7M	$2.5B	431	80%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
Naviter Wealth, LLC	Very High $5M	$1.5B	303	77%
55 North Private Wealth	Very High $3.6M	$540M	152	67%
Fruitful	Very Low $72K	$25M	351	0%
Black Coral Financial Advisors, LLC	Very High $5.7M	$500M	88	100%
11 Financial	Very Low $250K	$33M	133	10%
Brand Asset Management Group, Inc.	Very High $3.2M	$1.1B	355	25%
Maytech Global Investments	Very High $4.8M	$540M	111	86%
Gannett Wealth Advisors	Low $660K	$89M	135	93%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Angeles Wealth Management, LLC	Very High $12M	$2.5B	203	100%
Illumination Wealth Management	Very High $2.3M	$460M	203	67%
Solyco Wealth LLC	Typical $740K	$120M	158	21%
F&V Capital Management, L.L.C.	Very High $4M	$460M	113	89%
MDRN Capital	Low $600K	$340M	569	75%
Global Strategic NextGen OCIO	Very High $10M	$1.2B	114	81%
The Coury Firm	Very High $3.5M	$730M	206	57%
Fiduciary Family Office, LLC	Very High $16M	$720M	46	100%
Storge	Very High $13M	$860M	69	100%
Lumiere Financial	Typical $710K	$83M	116	16%
Xcelsior Advisor Partners LLC	High $1.3M	$450M	348	9%
Capital City Asset Management Group, LLC	Very Low $300K	$79M	258	22%
Jackson, Grant Investment Advisers, Inc.	Very High $6.1M	$580M	94	91%
Wealthharbor Capital Group, LLC	Typical $730K	$140M	188	31%
Amuni Financial, Inc.	Low $680K	$190M	283	21%
TLW Wealth Management, LLC	High $1.5M	$170M	118	29%
Ash Matson Wealth Partners, Inc.	—	—	142	0%
ELCO Management Company, LLC	High $1.5M	$210M	144	58%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
camarda wealth advisory group	Typical $930K	$250M	266	33%
Class VI Family Office, LLC	Very High $7.6M	$1.5B	195	76%
Salvus Wealth Management, LLC	High $1.6M	$310M	195	64%
Interchange Capital Partners	Very High $3.3M	$650M	196	44%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
Intercarolina Financial Services, Inc.	Very Low $320K	$85M	271	5%
Financial Independence Advisors, LLC	Typical $900K	$130M	148	19%
SimplyRIA Advisor Network	Very Low $350K	$210M	602	8%
Saling Wealth Advisors	Very High $2.6M	$580M	227	52%
WJL Financial Advisors	—	—	152	0%
CapSouth Wealth Management	High $1.3M	$440M	330	37%
Firstrust	High $1.9M	$240M	127	92%
Epic Advisory Services Corp	Typical $750K	$130M	178	21%
Sharp Financial	Very High $2.6M	$460M	178	38%
Napier Financial	Very High $2.5M	$510M	205	52%
Sunpointe Investments	Very High $2.5M	$770M	309	55%
Access Wealth	High $1.4M	$530M	363	33%
Cloud Capital Management	Very High $2.3M	$300M	130	50%
Global Investment Advisory	Low $390K	$72M	182	12%
OneAscent Family Offices	Very High $3.2M	$250M	78	45%
WMS Advisors, LLC	Very High $2.1M	$280M	131	42%
Overbrook Management Corporation	Very High $5.6M	$580M	105	100%
Feltl Advisors	Low $390K	$160M	395	0%
LotusGroup Advisors	High $1.5M	$280M	186	38%
Oasis Wealth Planning Advisors	High $1.5M	$280M	186	74%
1 St Discount Brokerage, Inc.	Low $590K	$130M	216	38%
BlueDoor Private Wealth, LLC	Very High $2.5M	$330M	135	50%
Mha Financial Corp	Typical $720K	$97M	135	57%
Chapin Davis Asset Management	Typical $1.2M	$630M	543	4%
Compound Family Offices, LLC	Very High $3.9M	$540M	136	50%
Global Trust	High $1.4M	$310M	218	39%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
Proverbi Capital Advisors, LLC	Very Low $130K	$14M	110	0%
Boyd Wealth Management, LLC	Very High $2.4M	$330M	138	63%
Oxler Private Wealth	Very High $4.8M	$540M	111	41%
Anchor Capital Advisors LLC	Very High $2.4M	$1.1B	474	63%
Global Financial Private Client	Very High $5.7M	$800M	140	68%
Trust Advisory Group Ltd	Low $560K	$310M	562	12%
Naples Wealth Planning	Typical $1M	$230M	225	20%
Arcadia Investment Management Corp	Very High $7.6M	$650M	85	72%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Dale K. Ehrhart, Inc.	Very High $4.4M	$500M	114	81%
Wilmington Capital Securities, LLC	High $1.6M	$270M	171	18%
Madison Global Advisors LLC	Very Low $290K	$66M	229	11%
Financial Advisory Corporation	Very High $2.3M	$600M	258	52%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Innovative Asset Advisors Group	Typical $800K	$300M	373	17%
Indivisible Partners	Very High $3M	$1.4B	460	58%
Coats Financial Planning	Very Low $0	$0	144	83%
Portfolio Resources Advisor Group, Inc.	Very Low $320K	$100M	318	3%
Equita Financial Network, Inc.	Typical $900K	$390M	434	71%
Crew Capital Management, LTD.	Typical $1.2M	$240M	203	30%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Wellington Shields & Co., LLC	Typical $860K	$500M	580	28%
Argos Wealth Advisors LLC	Very High $4.2M	$990M	234	19%
Green Ocean Global Advisors LLC	Typical $780K	$110M	147	38%
Powell Investment Advisors, LLC	Very High $9.9M	$590M	59	100%
Blue Ocean Capital	Very High $3.7M	$550M	148	57%
Haven Private	Very High $2.3M	$410M	179	50%
Intellectus Partners, LLC	Very High $8.4M	$1.5B	179	100%
Activ8 Family Office LLC	Very High $5.1M	$1.5B	299	50%
Belleair Wealth Management, LLC	Typical $740K	$110M	150	17%
Mowery & Schoenfeld Wealth Management, LLC	Very High $2.9M	$520M	180	77%
Colliers Securities LLC	Very Low $340K	$270M	811	9%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
Foundry Financial LLC	High $1.3M	$230M	184	44%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Dream Capital Advisors, LLC	Very High $22M	$700M	31	100%
SlateStone Wealth LLC	Very High $2.6M	$1.5B	558	55%
Stark Financial Advisers, Inc.	Low $510K	$95M	186	10%
Saltmarsh Financial Advisors, LLC	High $1.6M	$350M	219	39%
Riverplace Capital Management Inc	High $1.5M	$230M	157	31%
Private Client Advisor Group, LLC	Low $580K	$110M	190	27%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Craft Wealth Services	Low $530K	$120M	222	15%
Arena Private Wealth	High $1.5M	$340M	223	71%
One Wealth Map, LLC	High $1.3M	$290M	223	31%
Fortress Wealth Planning	Very High $4.9M	$790M	161	50%
Bay Capital Advisors, LLC	Typical $1.1M	$220M	194	41%
Omnia Family Wealth, LLC	Very High $5M	$810M	162	57%
Sensible Money, LLC	Very High $2.3M	$740M	324	68%
Destiny Capital Corporation	High $1.5M	$380M	260	35%
LifeInvest Wealth Management, LTD	Typical $1.2M	$300M	260	20%
St. Clair Advisors, LLC	Very High $8.1M	$1.1B	130	68%
Equitycompass Investment Management, LLC	High $1.4M	$220M	163	8%
Orca Investment Management, LLC	Low $570K	$210M	359	11%
Night Owl Capital Management, LLC	Very High $3.8M	$740M	196	73%
WhaleRock Point Partners, LLC	Very High $5M	$650M	131	57%
QTR Family Wealth, LLC	Very High $3.8M	$740M	197	73%
Worth Asset Management	Typical $880K	$290M	329	25%
Innovative Advisory Group	Low $640K	$190M	298	9%
Bull Market Investment Management, Inc.	Very Low $110K	$21M	199	0%
Harmony Asset Management LLC	High $1.4M	$370M	266	50%
Alhambra Investment Management LLC	High $1.5M	$310M	202	38%
Weatherly Asset Management	Very High $4.4M	$1.6B	371	76%
Oakwood Capital, Inc.	Low $430K	$260M	608	30%
TIP Group LLC	Very Low $160K	$59M	372	3%
Wealth Science Advisors LLC	High $2M	$560M	273	51%
MAXIMAI Investment Partners, LLC	Very High $4.1M	$700M	171	93%
HC Advisors LLC	Very High $2.3M	$480M	206	50%
Clark Asset Management, LLC	Very High $4.8M	$1.3B	275	97%
Capital Management Services, Inc.	Low $600K	$150M	242	11%
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%
E. A. Horwitz LLC	Typical $760K	$260M	347	0%
Beacon Wealth Consultants, Inc.	Low $460K	$240M	522	5%
Plum Street Advisors, LLC	Very High $2.4M	$430M	175	37%
The L. Warner Companies, Inc	Very High $2.1M	$750M	352	51%
Carmel Capital Partners, LLC	High $1.5M	$370M	247	38%
PTS Brokerage, LLC	Very Low $260K	$130M	495	0%
Keenan Financial	Very Low $270K	$200M	751	6%
Meira Wealth	High $1.7M	$310M	179	51%
MPWM Advisory Solutions LLC	Low $540K	$310M	573	13%
Veracity Capital LLC	Very High $2.2M	$800M	359	61%
RTD Financial Advisors Inc	Very High $2.5M	$1.8B	719	69%
Altfest Personal Wealth Management	Very High $2.6M	$1.8B	686	63%
Koss-Olinger Consulting, LLC.	Very High $3.2M	$2.1B	650	58%
Imperity Wealth Alliance LLC	Very Low $370K	$140M	363	7%
Rose Capital Advisors, LLC	High $1.7M	$600M	363	64%
Econologics Financial Advisors	Low $570K	$170M	291	54%
FFT Wealth Management	Very High $32M	$2.3B	73	100%
Cardea Capital Advisors, LLC	Low $480K	$120M	256	10%
Cherry Tree Wealth Management, LLC	Very High $2.2M	$630M	293	9%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Wellment Financial	Typical $770K	$310M	405	19%
Kaufman Rossin Wealth, LLC	High $2M	$440M	221	44%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
Flagstar Advisors, Inc.	Low $640K	$640M	1,004	34%
Richardson Capital Management, LLC	Very High $2.2M	$580M	261	59%
Financial Rounds	Typical $1.1M	$210M	188	30%
Strategic Portfolio Solutions, LLC	Typical $720K	$140M	188	29%
Bearing Point Capital	Very High $4.8M	$1.1B	229	41%
Intelligence Driven Advisers, LLC	High $1.3M	$840M	649	65%
Asset Strategies, Inc	Very Low $310K	$59M	191	0%
Verity Investment Partners	Very High $2.8M	$1.3B	459	58%
Wallington Asset Management	Very High $3.7M	$1.1B	306	64%
Alpha Zero LLC	Low $610K	$260M	421	21%
Nova Wealth Management, Inc.	Typical $920K	$250M	268	24%
Avalon Wealth Advisory, Inc.	—	—	230	0%
Catalyst Financial Partners	Very High $4.6M	$1.6B	347	100%
Merit Financial Partners LLC	High $1.6M	$310M	193	52%
Severin Investments LLC	Low $600K	$140M	233	22%
Greenline Wealth Management	Low $410K	$96M	234	15%
Quantum Financial Services Inc.	Very High $9.4M	$730M	78	100%
Financial Consultants Group Inc	Typical $790K	$180M	235	27%
Valor Investments and Planning LLC	Very Low $380K	$90M	235	6%
Ellevest	Very High $2.3M	$1.1B	471	79%
Andbanc Advisory LLC	High $1.7M	$810M	472	80%
Curio Wealth, LLC	High $1.3M	$460M	354	14%
Marotta Wealth Management, Inc.	High $1.9M	$660M	354	52%
GFG Solutions	Typical $970K	$310M	315	100%
DST Wealth Management LLC	Very High $2.7M	$530M	197	25%
Fogel Capital Management Inc	High $1.7M	$410M	238	45%
Alterna Wealth Management, Inc.	Typical $860K	$990M	1,151	55%
Leigh Baldwin & Co., LLC	Very Low $390K	$260M	676	10%
Parkwoods Wealth Partners, LLC	High $1.2M	$890M	717	33%
Paradigm Wealth Advisory LLC	Typical $710K	$200M	280	23%
Parkside Investments, LLC	Very High $4.6M	$910M	200	75%
Pennsylvania Capital Management Inc.	Very High $4.1M	$820M	200	55%
Fortress Private Ledger, LLC	Typical $690K	$470M	681	14%
Bts Asset Management, Inc.	Very Low $180K	$82M	443	0%
Castle Wealth Management	High $1.7M	$420M	242	42%
Inlet Private Wealth, LLC	Very High $4.9M	$590M	121	74%
Activest Wealth Management, LLC	Very High $2.8M	$1.5B	530	57%
Kingsbury Capital Investment Advisors LLC	Low $630K	$160M	245	24%
Charter Advisory Corporation	Low $470K	$270M	575	35%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
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.	Typical $750K	$470M	622	0%
Tobias Financial Advisors	Very High $2.9M	$1.1B	374	62%
J.V.B. Investment Company	Typical $760K	$160M	208	9%
Bayshore Wealth Advisors	Very High $5.7M	$710M	125	75%
Smith Bruer	Typical $690K	$170M	250	24%
Lifecycle Financial Planners Inc.	Very High $3.9M	$660M	169	31%
JNBA Financial Advisors, LLC	High $1.8M	$2B	1,105	47%
High Probability Advisors, LLC	Very High $2.6M	$890M	344	44%
John G. Ullman & Associates, Inc	High $1.5M	$1.5B	992	33%
Vizcaya Capital, LLC	High $1.8M	$620M	345	100%
GPM Growth Investors, Inc.	High $1.3M	$270M	217	30%
The Gleason Group, Inc.	Very High $6M	$1.6B	262	52%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Coyle	Very High $2.4M	$1B	438	53%
Blackhawk Capital Partners, LLC	High $1.3M	$400M	307	53%
RiverFront Investment Group, LLC	Typical $890K	$1.1B	1,185	0%
American Capital Management, Inc.	Very Low $220K	$98M	440	13%
BSG Advisers	Low $500K	$130M	264	24%
S.E.E.D. Planning Group, LLC	Typical $740K	$560M	748	24%
Riverview Capital Advisers LLC	Very High $2.8M	$620M	221	53%
North Point Portfolio Managers Corporation	Very High $2.8M	$740M	266	59%
L&S Investment Advisors, LLC	Very Low $300K	$96M	315	44%
True Wealth Design, LLC	High $1.3M	$490M	360	45%
Singer Wealth Advisors LLC	Typical $840K	$750M	903	33%
Wealth with No Regrets®	Typical $840K	$190M	226	43%
The Wealth Boutique	Very Low $380K	$120M	317	9%
Horizon Investment Services, LLC.	Typical $1M	$330M	318	21%
Castleview Partners, LLC	Low $570K	$340M	592	14%
Wheelhouse Advisory Group, LLC	Typical $710K	$390M	548	22%
Financial Harvest Wealth Advisors	High $1.7M	$560M	320	53%
Point Windward Advisors, Inc.	High $1.3M	$360M	278	17%
R & R Financial Planners, Inc.	Very Low $260K	$60M	232	42%
Brasil Plural Investment Advisor LLC	Very Low $260K	$97M	373	5%
Asio Capital, LLC	Very High $2.5M	$710M	280	45%
Corrales & Co.	Low $580K	$160M	280	20%
Landmark Wealth Management, LLC	High $1.5M	$420M	280	49%
Treasure Coast Financial Planning, Inc.	Typical $990K	$230M	234	35%
Amerant investments, Inc.	Low $410K	$410M	984	15%
Total Clarity Wealth Management, Inc	Typical $730K	$750M	1,032	25%
Bastion Fiduciary	Low $390K	$93M	235	0%
Secure Investment Management, LLC	Very Low $46K	$43M	942	0%
Ferguson Shapiro LLC	High $1.2M	$410M	332	42%
Visionary Horizons, LLC	Low $550K	$370M	666	15%
Azzendo Wealth Advisors	High $1.2M	$290M	238	32%
Westover Capital Advisors, LLC	Very High $2.4M	$560M	238	53%
Cornerstone Wealth Partners, LLC	Very Low $340K	$150M	429	0%
Regency Wealth Management	High $2M	$590M	287	64%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Keyes, Stange & Wooten Wealth Management, LLC	Typical $910K	$350M	383	28%
Elevated Capital Advisors, LLC	Low $490K	$500M	1,006	13%
Allegiance Financial Advisors, Inc.	Low $520K	$170M	336	29%
Private Capital Management	Very High $2.2M	$950M	432	70%
Trevián Wealth Management, LLC	Very High $5.3M	$510M	96	84%
Wright Wealth LLC	Typical $780K	$190M	240	20%
Elser Financial Planning, Inc.	Very High $3.5M	$2B	578	73%
Ironview Capital Management, LLC	Very High $2.9M	$1.1B	386	80%
Future Capital Management Inc.	Very Low $210K	$72M	338	8%
Armstrong Dixon	High $1.5M	$440M	290	54%
MariPau Wealth Management LLC	Very Low $340K	$360M	1,064	6%
Corda Investment Management, LLC	High $1.5M	$2B	1,359	42%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
WealthTrust Asset Management, LLC	Typical $850K	$210M	243	25%
Fort Sheridan Advisors LLC	Very High $2.5M	$960M	389	44%
Greenup Wealth	Typical $920K	$890M	973	30%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
Midwest Financial Partners	Very High $3.4M	$1.5B	438	74%
Barry Investment Advisors, LLC	Very High $2.1M	$830M	391	47%
Trubee Wealth Advisors, Inc.	High $1.2M	$830M	686	24%
Harvest Financial Advisors, LLC	High $1.5M	$670M	442	5%
Soulence Wealth Management	Very Low $240K	$95M	393	5%
Trivium Point Advisory, LLC	High $1.8M	$1.4B	786	41%
Cross State Financial Group LLC	Low $440K	$170M	395	13%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
Millstone Financial Group	Very Low $350K	$100M	297	23%
AIS Planning	Typical $1M	$490M	496	35%
Parsons Capital Management Inc	Very High $3.1M	$2.2B	695	55%
Berman McAleer	Very High $2.7M	$1.7B	646	59%
Amerity Wealth Management, LLC	Low $450K	$330M	748	18%
Beck Capital Management LLC	High $1.2M	$560M	449	43%
Blue Chip Partners, LLC	High $1.9M	$1.9B	1,001	52%
Marquis Wealth Management Group	High $1.5M	$470M	301	34%
The Institute	High $1.7M	$1.3B	803	24%
One + One Wealth Management, LLC	High $1.5M	$370M	251	42%
Client 1st Advisory Group	High $1.4M	$510M	353	33%
Peak Financial Management Inc	High $1.5M	$530M	353	46%
James Investment Research Inc	High $1.4M	$570M	404	27%
Private Wealth Partners, LLC	Very High $7.2M	$1.8B	253	74%
Strategic Financial Services	High $1.6M	$2B	1,216	41%
Hudson Value Partners, LLC	Very High $3.3M	$670M	203	59%
Renaissance Investment Group, LLC	Very High $2.6M	$650M	254	52%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Precision Financial Services	Typical $810K	$410M	509	22%
PlanVest Financial, Inc.	Low $570K	$180M	307	27%
Tilson Financial Group Inc	High $1.6M	$660M	410	44%
Mckinley Carter Wealth Services, Inc.	High $1.8M	$2.2B	1,231	54%
Lountzis Asset Management, LLC	Very High $3.9M	$600M	154	64%
MBIA Capital Advisors	Typical $1.1M	$290M	257	32%
United Wealth Management, LLC	High $1.6M	$410M	257	58%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
Topsail Wealth Management LLC	Very High $6.1M	$1.2B	206	62%
Total Wealth Planning and Management, Inc.	Low $580K	$240M	412	16%
Benchmark Financial Wealth Advisors LLC	High $2.1M	$760M	361	30%
Birchbrook	Typical $910K	$280M	310	37%
Coyle Capital, LLC	Very High $3M	$920M	310	60%
Noesis Capital Management Corp	Very High $2.1M	$780M	362	50%
Harvest investment Services, LLC	Low $410K	$620M	1,500	12%
Hudson Advisor Services, Inc.	High $1.2M	$300M	259	54%
Dara Capital US, Inc.	Very High $8M	$410M	52	92%
Bellwether Investment Group, LLC	Low $490K	$150M	313	13%
Canopy 360 Wealth, LLC	Typical $1.1M	$350M	313	43%
Invariant Investment Management	Low $550K	$170M	313	14%
Livelife Capital Partners LLC	High $1.4M	$360M	261	34%
Thrive Capital Management, LLC	Typical $830K	$650M	783	25%
Cahaba Wealth Management, Inc.	Very High $2.2M	$2B	888	49%
Verisail Partners, LLC	Typical $1.1M	$280M	262	0%
Holland Advisory Services, Inc.	Low $580K	$310M	526	14%
Walser Wealth Management Company, A Limited Liability Company	Low $500K	$340M	685	13%
Baldwin Wealth Partners, LLC	Very High $2.9M	$2.1B	738	50%
Keystone Private Wealth	High $1.4M	$750M	531	46%
Aviance Capital Partners LLC	Very High $3M	$1.1B	372	56%
NobleBridge Wealth	Low $580K	$210M	372	15%
Wealthbuilders Investments	Low $580K	$150M	267	29%
Post Oak Private Wealth Advisors	Typical $1M	$380M	376	24%
Covington Investment Advisors, Inc.	Very High $2.9M	$630M	215	34%
BOS Asset Management, LLC	Typical $770K	$410M	538	23%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
Harvey Capital Management Inc	Very High $3.3M	$540M	162	62%
Northern Financial Advisors, Inc.	Very High $2.1M	$680M	324	58%
Element Wealth, LLC	Typical $820K	$530M	652	19%
Continuum Wealth Advisors, LLC	Typical $1M	$340M	328	32%
Formidable Asset management, LLC	Typical $980K	$860M	877	23%
AMB Wealth, LLC	Typical $1M	$870M	878	20%
CPC Advisors, LLC	High $1.6M	$1.5B	934	11%
Rodgers Brothers, Inc.	High $1.9M	$920M	495	46%
WestPoint Wealth Management, LLC	Very Low $210K	$100M	495	6%
Lewis Asset Management	High $1.4M	$380M	276	39%
Mission Creek Capital Partners, Inc.	High $1.4M	$700M	499	65%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Fiori Financial Group	Very High $2.4M	$530M	224	46%
Sovereign Financial Group, Inc.	Typical $830K	$1.1B	1,288	22%
Atticus Wealth Management	High $1.3M	$510M	393	37%
Sikich Financial	Typical $990K	$1.1B	1,124	18%

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