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 %
Xendia Wealth LLC	Very Low $78K	$370M	4,727	0%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%
Retirement Management Systems	Low $620K	$1.9B	3,032	18%
Sgroi Wealth Advisory Group LLC	Very Low $180K	$1.4B	7,647	2%
McGowan Group Asset Management, Inc.	Very Low $220K	$1B	4,754	23%
Talon LLC	Low $550K	$1.1B	1,921	5%
Jazz Wealth Managers, Inc.	Very Low $150K	$460M	3,182	1%
Absolute Capital Management, LLC	Very Low $220K	$370M	1,663	7%
NBC Capital Advisors	Very Low $330K	$720M	2,183	41%
Mariner	Typical $780K	$2.8B	3,537	1%
RPG Investment Advisory, LLC	Typical $1.1M	$1B	953	100%
Miller Tabak Asset Management	High $1.3M	$1.2B	936	0%
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%
Ciccarelli Advisory Services Inc	Low $450K	$1.6B	3,553	15%
Giverny Capital Asset Management	High $1.7M	$580M	337	66%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Aspire Growth Partners LLC	High $1.2M	$1.1B	939	34%
Q3 Asset Management Corporation	Very Low $140K	$390M	2,780	1%
Financial Management Strategies, Inc.	Very Low $330K	$620M	1,852	32%
Investment Advisory Group LLC	Typical $790K	$1.2B	1,542	18%
Strategic Investment Solutions, Inc.	Very Low $290K	$750M	2,600	6%
The Capital Advisory Group Advisory Services, LLC	Very Low $360K	$520M	1,424	72%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
Guerra Wealth Advisors	Very Low $130K	$380M	2,951	17%
Lineweaver Wealth Advisors	Low $450K	$940M	2,096	8%
Parady Wealth Management	Very Low $110K	$140M	1,261	1%
M Financial Asset Management, Inc.	High $1.2M	$1.2B	995	4%
CovingtonAlsina	Very Low $230K	$280M	1,236	7%
Stonecrop Wealth Advisors, LLC	Very Low $200K	$240M	1,185	39%
Kelly Financial Services LLC	Low $450K	$620M	1,401	15%
WestEnd Advisors, LLC	Low $430K	$1.7B	4,050	6%
Nelson Securities,Inc.	Very Low $130K	$270M	2,016	0%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
Storehouse Financial LLC	Very Low $180K	$240M	1,330	3%
Chatterton & Associates	Typical $860K	$1.3B	1,542	26%
Key Client Fiduciary Advisors, LLC	Very Low $330K	$730M	2,195	9%
Coquina Private Wealth Advisors	Very Low $270K	$400M	1,488	44%
Materetsky Financial Group	Typical $870K	$710M	818	40%
Jacksonville Wealth Management	Low $520K	$530M	1,020	51%
Cedar Cove Wealth Partners	Very Low $220K	$460M	2,036	43%
Harvest Investment Consultants LLC	Low $510K	$520M	1,015	24%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
FWG Investments, LLC	Very Low $180K	$330M	1,813	1%
Vestia Personal Wealth Advisors	Very Low $260K	$1B	3,970	78%
Aragon Capital LLC	Very Low $280K	$330M	1,187	6%
Clarity Financial Advisors LLC	Very Low $150K	$140M	985	2%
Googins Advisors, Inc.	Low $640K	$500M	778	31%
Strategic Wealth Partners, Ltd.	Low $420K	$1.5B	3,646	28%
Essential Planning, LLC	Typical $920K	$520M	573	28%
Reagan Companies Asset Management, Inc	High $1.2M	$900M	764	37%
Sanchez Wealth Management Group, LLC	Typical $1M	$560M	538	32%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
CPS Investment Advisors	Typical $760K	$2.4B	3,107	21%
Saratoga Research & Investment Management	Typical $750K	$1.9B	2,554	18%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
LVM Capital Management Ltd	Typical $880K	$1.2B	1,341	100%
Keating Financial Advisory Services	Very Low $260K	$1.3B	4,994	5%
Gainline Financial Partners, LLC	Very Low $350K	$340M	998	58%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Rogan & Associates	Low $480K	$710M	1,481	20%
Jeppson Wealth Management, LLC	Typical $750K	$740M	975	56%
Drawbridge Capital	Very Low $230K	$220M	972	37%
Weitzel Financial Services, Inc.	Very Low $290K	$330M	1,134	27%
Byrne Financial Freedom, LLC	Low $560K	$530M	956	40%
Vision Retirement	Low $560K	$620M	1,106	41%
Sandhill Investment Management	Typical $1M	$2.1B	2,044	18%
TLWM Financial	Low $470K	$580M	1,249	25%
IAG Wealth Partners, LLC	Typical $790K	$1.8B	2,339	23%
PSI Advisors, LLC	Low $440K	$760M	1,704	33%
Lord and Richards	Very Low $100K	$130M	1,228	7%
Griffin Asset Management, LLC	Typical $1.1M	$680M	612	100%
LVZ, Inc.	Low $450K	$1.1B	2,438	5%
Independent Solutions Wealth Management, LLC	Very Low $350K	$1.5B	4,265	6%
Hendricks Wealth and Estate Management	Low $580K	$530M	913	18%
Flynn Zito Capital Management, LLC	Typical $710K	$730M	1,039	44%
Total Investment Management, Inc.	Typical $1.1M	$1.4B	1,184	34%
Compass Financial Advisory Services, LLC	Low $510K	$530M	1,031	35%
Keystone Financial Services, LLC	Very Low $220K	$230M	1,028	3%
Stonebrook Private LLC	High $1.5M	$880M	582	45%
Synergy Investment Management LLC	Very Low $270K	$660M	2,469	32%
Walsh & Associates, LLC	Low $620K	$810M	1,307	37%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Acorn Financial Advisory Services, Inc.	Low $460K	$1.2B	2,584	21%
J.W. Burns & Company, Inc.	High $1.5M	$880M	572	47%
Advantage Wealth Partners	Typical $1.1M	$650M	570	35%
Schorn Wealth	Low $520K	$370M	712	14%
Professional Planning Group	Typical $1M	$1.3B	1,281	30%
MEDIQUS Asset Advisors, Inc.	High $1.4M	$1B	711	42%
LWM Advisory Services, LLC	Typical $740K	$740M	989	19%
Richards Merrill Wealth Management	Low $430K	$550M	1,270	14%
Evergreen Wealth Management, LLC	Very Low $350K	$250M	704	7%
Wealth Management Advisors, LLC	Typical $740K	$510M	698	29%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
W.A. Smith Financial Group	Typical $700K	$1.2B	1,665	20%
Opus Capital Management	Very High $2.2M	$910M	415	62%
Values First Advisors, Inc.	Very Low $220K	$210M	967	8%
J. L. Bainbridge & Co., Inc.	High $1.6M	$1.3B	828	42%
Rezny Wealth Management, Inc.	High $1.8M	$510M	275	73%
Ballast Advisors, LLC	Typical $810K	$660M	814	21%
Howe and Rusling, Inc.	High $2.1M	$2.3B	1,081	56%
Summit Investment Advisory Services	Typical $690K	$750M	1,075	30%
Blackston Financial Advisory Group, LLC	Very Low $350K	$330M	940	7%
SWAN Capital	Low $480K	$320M	667	11%
American Financial Advisors Inc	High $1.6M	$1.3B	799	53%
Richmond Brothers, Inc.	Very Low $350K	$230M	665	15%
E. S. Barr & Company	Very High $4.7M	$1.9B	398	68%
Resource Financial Group, Ltd.	Very High $2.4M	$620M	265	100%
Lighthouse Financial	Very High $5.6M	$740M	132	36%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Alongside, LLC	Low $410K	$870M	2,103	9%
Siler Wealth Management	Very Low $280K	$180M	655	8%
RWM Capital, LLC	Very Low $150K	$220M	1,437	13%
FRA Wealth Management LLC	Very Low $120K	$110M	910	1%
Alternative Investment Advisors, LLC	Very Low $260K	$380M	1,418	5%
Jackson Wealth Management, LLC	High $1.2M	$1.1B	900	31%
Center For Wealth Management Advisory	Very Low $350K	$230M	642	8%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Redwood Financial Network	Very Low $260K	$260M	1,012	38%
Paulson Wealth Management Inc.	High $1.5M	$550M	379	41%
Slagle Financial, LLC	Very Low $270K	$410M	1,510	3%
Jay A. Fishman, Ltd	Very High $2.2M	$1.1B	501	49%
Global Wealth Management Investment Advisory, Inc.	Low $430K	$710M	1,626	9%
Alexander Investment Services Co.	Very Low $390K	$480M	1,240	10%
Liberty Square Wealth Partners LLC	Typical $910K	$560M	620	23%
Providence Wealth Advisors, LLC	Typical $1M	$650M	617	0%
United Advisors America	Very Low $160K	$450M	2,809	2%
Maceratio LLC	Very High $2.3M	$560M	243	100%
PW Nova Financial Services LLC	Typical $870K	$630M	721	19%
Discipline Wealth Solutions, Inc.	Very Low $370K	$710M	1,919	13%
Suncoast Equity Management, LLC	High $1.4M	$1.1B	838	20%
Kerberrose Wealth Management, LLC	Very Low $380K	$590M	1,554	9%
Caliber Wealth Management, LLC	Typical $1.1M	$1.8B	1,668	30%
KMG Fiduciary Partners, LLC	High $1.3M	$1.7B	1,301	31%
Antolino Wealth Advisors	High $1.5M	$1.4B	944	20%
Security Capital Management	Low $570K	$1.3B	2,357	26%
OxenFree Financial	Very Low $260K	$250M	941	11%
CapWealth Advisors, LLC	High $1.4M	$2B	1,407	26%
Cornerstone Financial Group	Very Low $380K	$220M	579	10%
Beese Fulmer Private Wealth Management	Very High $2.3M	$1.9B	810	42%
EPG Wealth Management LLC	Low $460K	$530M	1,156	49%
WNY Asset Management, LLC	Low $530K	$1.7B	3,234	12%
OneAscent Wealth Management	Low $500K	$460M	916	14%
MFA Wealth Advisors, LLC	Typical $750K	$600M	801	17%
WealthBridge Capital Management, LLC	High $1.6M	$710M	457	32%
Compass Capital Corporation	Low $480K	$650M	1,367	10%
Instrumental Wealth, LLC	Typical $870K	$490M	568	20%
RBF Wealth Advisors	Low $540K	$670M	1,244	22%
MinichMacgregor Wealth Management, LLC	Typical $730K	$660M	904	21%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Marquette Wealth Management	Very High $3.5M	$790M	224	51%
Bridgeport Financial Solutions	Typical $1M	$910M	895	27%
Markowski Investments	Very Low $370K	$450M	1,227	10%
Meld Financial, Inc.	Low $660K	$740M	1,114	26%
Intellus Advisors, LLC	High $1.3M	$1.3B	1,002	16%
Flaharty Asset Management, LLC	Typical $790K	$870M	1,104	50%
Elite Income Advisors, Inc.	Very Low $320K	$210M	657	29%
White Oaks Wealth Advisors, Inc.	Very High $2.8M	$610M	219	78%
IBEX Wealth Advisors, LLC	High $1.4M	$1.2B	869	46%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
Sykon Capital LLC	Low $510K	$330M	647	60%
Fourthought Financial Partners, LLC.	High $1.8M	$1.7B	970	41%
Chicago Investment Advisory Group	Very Low $350K	$270M	751	7%
Payne Capital Management, LLC	High $1.3M	$1.3B	964	36%
Dumont & Blake Investment Advisors LLC	High $1.3M	$550M	428	48%
Sollinda Capital Management LLC	Very Low $290K	$500M	1,710	9%
WMG Financial Advisors, LLC	Very Low $290K	$450M	1,589	7%
Cozad Asset Management Inc	High $1.2M	$2.5B	2,116	44%
Fitzwilliams Wealth Management Inc.	Very Low $190K	$120M	634	13%
Torray Investment Partners LLC	Typical $700K	$370M	526	12%
Wealthspan Partners, LLC	Typical $860K	$450M	526	42%
CarsonAllaria Wealth Management, LTD.	Typical $900K	$570M	631	27%
WealthPLAN Partners	Low $640K	$1.1B	1,677	15%
WealthKare.com, Inc.	Very Low $170K	$130M	733	32%
Clearview Financial Partners	High $1.5M	$940M	627	56%
One Day In July LLC	Typical $980K	$1.3B	1,351	28%
Mitchell, Mcleod, Pugh & Williams, Inc.	High $1.9M	$1.7B	935	42%
Lifespan Financial Strategies, Inc.	Typical $690K	$360M	515	19%
Inspirion Wealth Advisors, LLC	High $1.5M	$1.4B	920	47%
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%
IMG Wealth Management, Inc.	Very Low $300K	$210M	710	4%
Pinnacle Wealth Advisors	Low $580K	$470M	810	9%
Simplified Wealth Management	Very Low $310K	$220M	707	13%
Graham Capital Wealth Management, LLC	Very Low $350K	$250M	705	9%
Shufro, Rose & CO., LLC	High $1.9M	$2.3B	1,207	45%
Disciplined Equity Management, Inc.	Very High $2.5M	$490M	201	55%
Landaas & Company	Typical $1.1M	$1.9B	1,800	34%
Pearson Financial Services	—	—	500	0%
Revere Asset	Typical $820K	$410M	500	21%
Snyder Wealth Group	Low $620K	$370M	599	9%
Altrius Capital Management, Inc.	High $1.4M	$680M	499	50%
Capital Investment Services of America Inc	High $1.2M	$1.1B	898	29%
Young Richard C & Co Ltd	Very High $2.2M	$1.8B	798	63%
Lake Street	High $1.7M	$1B	598	49%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Heritage Investment Group, Inc.	Very High $2.4M	$2.2B	894	50%
3Edge Asset Management, LP	Typical $750K	$1.1B	1,489	24%
Great Oak Capital Partners, LLC	Typical $790K	$470M	591	24%
VIMA, LLC	Very Low $190K	$230M	1,182	3%
HHM Wealth Advisors, LLC	High $1.2M	$1.4B	1,180	30%
Madison Advisory Services, Inc.	Low $470K	$500M	1,080	19%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Prostatis Financial Advisors Group	Very Low $390K	$600M	1,568	8%
Axis Wealth Partners, LLC	Low $480K	$380M	781	13%
DiNuzzo Private Wealth, Inc.	High $1.5M	$1.1B	779	44%
JLB & Associates Inc	Very High $3.1M	$890M	291	56%
Navista Wealth Management, Inc.	High $1.7M	$670M	385	51%
Shoker Investments	Very High $2.6M	$500M	192	55%
Christian Financial Advisors	Low $460K	$220M	479	18%
Mag Cap	Low $650K	$930M	1,437	16%
Base Wealth Management	Very Low $380K	$330M	861	3%
Lantz Financial LLC	High $1.5M	$990M	669	38%
Evergreen Wealth	Typical $1.1M	$600M	573	24%
Pettinga Financial Advisors, LLC	High $1.6M	$1.1B	668	38%
Lebenthal Global Advisors, LLC	Very Low $360K	$860M	2,385	9%
The Wealth Alliance, LLC	High $1.7M	$1.9B	1,144	39%
Cortland Associates Inc	Very High $2.4M	$930M	380	57%
Waller Financial Planning Group, Inc.	High $1.3M	$750M	570	43%
Integrated Financial Strategies, LLC	Low $680K	$320M	474	32%
ForthRight Wealth Management, LLC	High $1.3M	$760M	567	47%
Horizon Wealth Advisors	Low $400K	$230M	567	13%
Mack Investment Securities, Inc.	Low $450K	$300M	661	43%
WT Wealth Management, LLC	Very Low $360K	$410M	1,133	9%
Cyr Financial Inc.	Very Low $380K	$180M	472	10%
MyTimeEquity	Very Low $330K	$150M	471	80%
Terril & Company	High $1.9M	$890M	471	45%
Truvestments Capital LLC	Low $490K	$640M	1,316	9%
Delta Advisory Group, Inc.	Low $460K	$220M	468	12%
Financial Action, Inc.	Very Low $220K	$100M	464	7%
Prairie Wealth Advisors, Inc.	High $1.4M	$510M	370	27%
Biondo Investment Advisors LLC	Typical $990K	$1.1B	1,108	24%
Hilltop Wealth & Tax Solutions	Typical $740K	$610M	829	23%
MG&A Wealth	High $1.5M	$960M	644	36%
Tradition Wealth Management LLC	Typical $960K	$2B	2,107	27%
Windsor Capital Management, LLC	High $1.4M	$620M	458	40%
Bay Colony Advisors	Low $530K	$1.4B	2,650	33%
Shepherd Financial Partners, LLC	High $1.7M	$1.2B	730	47%
Souders Financial Advisors, LLC	Typical $890K	$1.1B	1,275	18%
Smith & Wyatt	Very Low $290K	$210M	724	5%
Common Cents Planning	Typical $1.1M	$500M	452	32%
Cornerstone Securities LLC	Very Low $230K	$210M	900	10%
Managed Asset Portfolios, LLC	Low $560K	$910M	1,620	14%
O'Hagan Group, Inc.	High $1.4M	$1.2B	900	44%
FSB Premier Wealth Management, Inc.	Low $470K	$420M	894	13%
O'Keefe Stevens Advisory, Inc.	High $1.6M	$590M	357	44%
SyntheticFi LLC	High $1.6M	$990M	624	0%
Insight Financial Services	Low $480K	$210M	444	29%
AllGen Financial Advisors, Inc.	Low $420K	$450M	1,062	9%
King Wealth Management Group, LLC	High $1.5M	$1B	708	35%
Stewardship Advisory Group, LLC	Low $580K	$310M	530	25%
Prestige Wealth Management Group, LLC	High $1.5M	$670M	440	41%
Signature Equity Partners, LLC	Very Low $310K	$330M	1,056	4%
Matauro, LLC	High $1.2M	$1B	876	40%
GK Wealth Management LLC	Low $490K	$260M	525	24%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
Tactive Advisors, LLC	Very Low $210K	$340M	1,564	3%
Park Place Capital Corporation	Typical $730K	$440M	607	6%
Bookends Financial Planning	Low $650K	$340M	520	17%
SPG Advisors LLC	Typical $770K	$540M	692	23%
IVC Wealth Advisors LLC	Typical $840K	$430M	518	17%
Andrew Garrett, Inc.	Low $390K	$440M	1,118	45%
Frisch Financial Group, Inc.	High $1.5M	$920M	601	60%
Summit Asset Management LLC	High $1.9M	$990M	515	39%
Epsilon Financial Group, Inc.	High $1.4M	$600M	428	38%
SkyOak Wealth	High $1.6M	$670M	428	30%
Research Financial Strategies	Low $470K	$240M	511	18%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Beam Wealth Advisors, Inc.	Low $630K	$1.4B	2,207	20%
Signature Wealth Management Partners, LLC	Typical $1.1M	$450M	423	25%
ValueWealth Services, LLC	Typical $760K	$320M	420	27%
Aurora Private Wealth, INC.	Very Low $250K	$370M	1,508	5%
LifeTyme Financial Advisors, LLC	—	—	502	0%
Caldwell Advisors, LLC	Low $680K	$340M	499	50%
Wellesley Asset Management, Inc.	Typical $710K	$880M	1,246	23%
Rainey & Randall Wealth Advisors, Inc.	Very High $2.8M	$920M	332	59%
Washington Avenue Advisors	Low $460K	$300M	662	13%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Droms Strauss Wealth Management	High $1.9M	$790M	412	47%
Eldridge Investment Advisors Inc.	Typical $930K	$610M	659	50%
Moisand Fitzgerald Tamayo, LLC	High $1.5M	$1.3B	906	43%
Essex LLC	Typical $1.1M	$610M	576	28%
Carr Financial Group	High $1.3M	$740M	574	32%
Confidence Wealth Management, Inc.	Low $610K	$450M	737	26%
Cornerstone Wealth	Typical $1M	$2.4B	2,373	13%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Horizon Financial	Typical $700K	$510M	734	16%
Elevatus Wealth Management, LLC	High $1.5M	$500M	326	42%
The Patriot Financial Group, LLC	Low $600K	$1.4B	2,361	16%
Means Wealth Management	Typical $1.1M	$1.4B	1,302	30%
Hemsley Advisors, Ltd.	High $1.9M	$630M	324	39%
Invest Capital Partners	Very Low $390K	$250M	647	14%
Ameraudi Asset Management, Inc.	Very High $2.2M	$2B	888	94%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Southland Equity Partners, LLC.	Low $500K	$890M	1,766	2%
Motiv8 Investments LLC	Very Low $300K	$220M	720	6%
SWS Advisors, inc.	Very Low $110K	$60M	560	0%
Brighton Securities Corp.	Low $510K	$900M	1,753	21%
Waterfront Wealth Inc.	High $1.4M	$1.1B	792	33%
PFG Private Wealth Management, LLC	Low $590K	$280M	474	14%
Apollon Financial, LLC	Typical $1.2M	$1.4B	1,256	34%
Old North State Wealth Management, LLC	Typical $960K	$450M	471	24%
Ruggiero Investments	Very Low $300K	$120M	392	7%
Onyx Bridge Wealth Group LLC	Typical $740K	$1.3B	1,794	19%
Capstone Investment Financial Group, LLC	Low $440K	$170M	387	8%
J.J. Burns & Company	High $2M	$1.2B	617	45%
TBH Global Asset Management, LLC	High $1.4M	$1.4B	1,002	43%
National Wealth Management Group, LLC	Low $400K	$530M	1,308	10%
Strive Financial Group, LLC	Very Low $310K	$240M	769	14%
Roberts, Glore & Co.	High $1.9M	$730M	383	49%
Infinity Tax & Financial Planning	Very Low $220K	$83M	382	7%
Palm Wealth Partners	Very Low $260K	$180M	686	6%
Seven Hills Financial, LLC	Typical $740K	$280M	381	19%
Oxford Wealth Group, LLC	Very Low $360K	$330M	913	6%
Wealthcrest Financial Services, LLC	High $1.3M	$510M	380	61%
Cadinha & Co LLC	High $1.7M	$1B	606	47%
Occidental Asset Management, LLC	High $1.2M	$1.1B	908	100%
Ullmann Wealth Partners	Very High $2.4M	$1.2B	529	57%
Integrity Financial Corporation	Low $500K	$600M	1,209	14%
Firestone Capital Management Inc	Very High $2.1M	$790M	375	51%
Baron Silver Stevens Financial Advisors, LLC	High $2M	$1.2B	598	73%
Wood Wealth Group, LLC	Very Low $150K	$56M	373	4%
Hunter Associates LLC	Typical $1M	$1.2B	1,193	22%
Wealth Effects	Typical $790K	$470M	596	17%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Planning Alternatives Ltd	Very High $2.2M	$1.5B	669	48%
Compass Group Investments Solutions LLC	Very High $3.6M	$530M	148	100%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
Cookson Peirce Wealth Management	High $1.4M	$2.2B	1,544	8%
Evolution Wealth Management Inc.	Low $580K	$170M	294	13%
Marshall Investment Management, LLC	Low $510K	$300M	587	44%
Bravias Financial	Low $480K	$210M	439	9%
North Star Advisory Group, LLC	Low $580K	$250M	439	15%
Lazari Capital Management, Inc.	Low $690K	$500M	731	17%
Blue Bell Private Wealth Management, LLC	High $1.4M	$1.1B	804	26%
MPM Wealth Advisors	Typical $900K	$980M	1,094	31%
Quadrant Private Wealth Management, LLC	Very High $2.4M	$2.1B	875	45%
Bourgeon Capital Management LLC	Very High $3.4M	$990M	291	61%
Sterling Investment Advisors Ltd.	Very High $2.4M	$1.1B	436	45%
Winebrenner Capital Management LLC	Low $410K	$180M	436	29%
Trustwell Financial Advisors, LLC	Typical $720K	$260M	363	16%
MJP Wealth Advisors	High $1.4M	$1.2B	865	32%
Eagle Wealth Strategies	Typical $940K	$610M	648	23%
JSF Financial, LLC	Very High $2.1M	$1.7B	791	44%
Plan Group Financial, INC.	Low $570K	$690M	1,221	12%
Covenant Asset Management, LLC	Typical $1M	$670M	643	64%
Wrenne Financial Planning LLC	Typical $700K	$300M	428	23%
Sandbox Financial Partners, LLC	Typical $1.2M	$570M	498	55%
Primoris Wealth Advisors, LLC	Low $520K	$220M	424	20%
Freedom Advisory	High $1.9M	$790M	423	39%
Sigma Investment Counselors	Very High $2.8M	$2.2B	775	66%
Pension & Wealth Management Advisors	Typical $920K	$460M	493	21%
Cornerstone Professional Advisor Services, LLC	Very Low $280K	$99M	352	7%
Collaborative Wealth	Low $630K	$580M	915	19%
Wealth Care LLC	Very High $3M	$640M	211	59%
Axiom Value Wealth Management LLC	Very Low $270K	$96M	351	17%
FEFA Financial	Very Low $260K	$430M	1,679	2%
Uhler Vertich White Advisors	High $1.2M	$500M	419	30%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
The High Net Worth Advisory Group, LLC	High $2M	$830M	418	21%
ARS Wealth Advisors	High $1.5M	$1.6B	1,044	44%
Darwin Wealth Management	Typical $740K	$610M	835	19%
Compass Ion Advisors, LLC	High $1.2M	$1.5B	1,177	28%
HD Money, Inc.	Typical $800K	$390M	484	100%
Scala Capital LLC	Low $690K	$240M	345	24%
MFG Investments, LLC	Low $430K	$150M	344	15%
Sandy Cove Advisors, LLC	Very High $2.5M	$680M	275	75%
Tiller Private Wealth, Inc.	Very High $2.1M	$720M	343	52%
UAS Asset Management	Typical $900K	$310M	342	47%
Turner Financial Group, Inc.	Low $400K	$220M	547	10%
Stonebridge Financial Planning Group, LLC	Typical $960K	$330M	340	24%
Access Financial Resources Inc.	Low $470K	$220M	472	19%
Atlas Private Wealth Advisors	Typical $710K	$860M	1,211	17%
Proxy Wealth Advisors LLC	Very Low $120K	$74M	605	2%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Provise Management Group, LLC	High $1.7M	$1.9B	1,139	55%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
One Charles Private Wealth	Very High $2.6M	$860M	334	58%
Stevens Foster Financial Advisors	Very High $2.3M	$750M	332	45%
Alpine Private Wealth	Very High $5.2M	$1.4B	265	78%
Professional Advisory Services Inc	High $2M	$1.2B	596	42%
Armbruster Capital Management, Inc.	High $1.9M	$900M	462	56%
WBH Advisory, Inc.	Very High $2.4M	$1.7B	725	58%
Financial Management Network Inc	Typical $1.1M	$1.5B	1,379	33%
Brave Family Advisors	High $1.9M	$610M	327	28%
Excel Financial, LLC	Typical $720K	$280M	392	21%
Financial Sense Advisors, Inc.	High $1.4M	$810M	588	32%
Asset One Wealth Management, LLC	Typical $800K	$940M	1,170	24%
CAF Investments LLC	Very Low $80K	$31M	390	1%
CMG Wealth Management	Typical $1.1M	$370M	325	38%
Blueprint Financial Advisors	Low $500K	$930M	1,883	2%
Financial Consulate	High $1.3M	$1.1B	844	39%
Global Brokerage Services, Inc.	Very Low $360K	$140M	386	27%
Simmons Capital Group	Low $460K	$210M	450	12%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Buttonwood Financial Advisors, Inc.	High $1.5M	$480M	321	47%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Headland Capital	Typical $820K	$520M	637	18%
S.A. Mason, LLC	High $1.9M	$490M	254	35%
William Mack & Associates Inc	Typical $1.1M	$1B	952	27%
Bangerter Financial Services, Inc.	Very Low $210K	$68M	317	11%
Northstar Financial Companies, Inc.	Typical $1M	$520M	507	22%
Gimbal Financial, LLC	Typical $700K	$270M	380	28%
Measured Wealth Private Client Group, LLC	Typical $790K	$500M	633	21%
Fmsa	Very Low $140K	$180M	1,264	17%
Heartwood Wealth Advisors, LLC	Very High $2.5M	$1.4B	566	100%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
Destiny Wealth Partners, LLC	High $1.5M	$1.5B	999	26%
Whitwell Advisors	Very Low $320K	$100M	312	18%
Victrix Investment Advisors	Typical $780K	$340M	435	21%
MRA Advisory Group	Typical $720K	$360M	497	25%
Pgi Wealth Management	High $1.8M	$890M	497	39%
Unique Wealth, LLC	Typical $1.1M	$920M	807	34%
Fortress Wealth Group	Typical $1.2M	$430M	371	29%
McDermott Investment Advisors, LLC	Very Low $330K	$200M	618	78%
SmartPath Advisors	—	—	369	0%
Optivise Advisory Services LLC	Very Low $230K	$290M	1,227	4%
American Wealth Management, Inc.	Low $560K	$310M	550	30%
Novak & Powell Financial Services, Inc.	Typical $840K	$360M	426	0%
Stevens Capital Partners	Typical $930K	$510M	547	8%
Ranch Capital Advisors Inc.	Typical $910K	$390M	425	27%
Claro Advisors Inc.	Typical $1.1M	$1.2B	1,092	33%
MBM Wealth Consultants, LLC	Typical $750K	$450M	604	22%
Northbridge Financial Group, LLC	Typical $840K	$400M	482	35%
Preston Wealth Advisors, LLC.	Typical $810K	$240M	301	21%
Prentiss Smith & Company, Inc.	High $1.4M	$410M	300	3%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
B&C Financial Advisors	Typical $1.1M	$600M	538	27%
Woodstock Wealth Management, Inc.	Low $430K	$660M	1,554	7%
Team Wealth & Tax Advisors	Low $650K	$230M	358	21%
Transcend Capital Advisors, LLC	Very High $2.5M	$2.6B	1,073	42%
Lucas Group Financial Advisors, LLC	Typical $780K	$330M	416	18%
4Thought Financial Group Inc.	Low $580K	$170M	297	0%
Highland Investment Advisors LLC	Low $580K	$350M	593	10%
Pinnacle Advisors	High $2M	$2.1B	1,064	45%
Kilter Group	Low $670K	$280M	413	29%
SGL Financial, LLC	Low $470K	$410M	883	10%
Thompson Davis & Co., Inc.	Low $690K	$200M	294	70%
Thayer Partners LLC	High $1.2M	$440M	352	40%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Core Wealth Advisors, Inc.	High $1.2M	$700M	586	76%
Capital Management Associates Inc	High $1.7M	$1.5B	877	36%
BCR Financial Services, LLC	—	—	526	0%
Milestone Investment Advisors, LLC	High $2M	$800M	408	53%

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