AUM per client for Team firms serving clients in New Jersey

Team firms active in New Jersey 326 firms

Very Low $260K-$380K

Low $380K-$720K

Typical $720K-$1.1M

High $1.1M-$2.1M

Very High $2.1M-$3.7M

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

Median: $980K

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Firm	AUM/client	AUM	Clients	HNW client %
Cary Street Partners Asset Management	Low $710K	$1.3B	1,804	34%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%
Washington Crossing Advisors LLC	Low $590K	$1.8B	3,152	2%
RSW Investments	High $1.6M	$2.3B	1,412	62%
Public Advisors LLC	Very Low $4.2K	$19M	4,521	22%
Medallion Wealth Advisors, LLC	Very Low $200K	$500M	2,467	2%
Miller Tabak Asset Management	High $1.3M	$1.2B	936	0%
Abner Herrman & Brock, LLC	Typical $1M	$2.3B	2,251	100%
MTM Financial Group, LLC	Very Low $230K	$770M	3,273	0%
Dgs Capital Management	Very High $2.7M	$1B	394	38%
Withum Wealth Management	Very High $2.8M	$2.1B	755	91%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Nest Egg	Very Low $46K	$130M	2,819	0%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low $33K	$78M	2,334	0%
Makrod Investment Associates Inc	High $1.5M	$850M	568	73%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
DT Investment Partners, LLC	High $1.3M	$1.7B	1,296	24%
M Financial Asset Management, Inc.	High $1.2M	$1.2B	995	4%
Stonecrop Wealth Advisors, LLC	Very Low $200K	$240M	1,185	39%
WestEnd Advisors, LLC	Low $430K	$1.7B	4,050	6%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
Key Client Fiduciary Advisors, LLC	Very Low $330K	$730M	2,195	9%
Kennedy Investment Group	Low $610K	$630M	1,036	12%
Focused Wealth Management, Inc.	Low $580K	$1.3B	2,163	14%
WP Advisors, LLC	High $1.5M	$590M	391	53%
Mcrae Capital Management Inc.	Typical $920K	$680M	736	100%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
IAM Advisory LLC	Low $430K	$690M	1,583	14%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Vision Retirement	Low $560K	$620M	1,106	41%
Able Wealth Management LLC	Low $520K	$490M	937	21%
Drucker Wealth	Typical $1.1M	$770M	721	46%
Pegasus Asset Management Inc	High $1.6M	$460M	284	44%
Chatham Wealth Management	High $1.5M	$640M	424	89%
Wealth Management Advisors, LLC	Typical $740K	$510M	698	29%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
Roundview Capital, LLC	Very High $3.6M	$1.9B	544	65%
Azzad Asset Management, Inc.	Typical $830K	$1.2B	1,494	33%
Atwood Financial Planning LLC	Very Low $17K	$16M	939	36%
CRA Financial Services, L.L.C.	Typical $1.1M	$1.4B	1,299	29%
Traphagen Financial Group	Typical $1.1M	$2.1B	1,922	29%
Synergy Asset Management, LLC	Low $620K	$710M	1,153	18%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
WBI Investments, LLC	Very Low $370K	$280M	759	8%
NCM Capital Management, LLC	Very High $2.1M	$540M	252	77%
Alexander Investment Services Co.	Low $390K	$480M	1,240	10%
Grantvest Financial Group LLC	Very Low $350K	$220M	620	32%
Curran Wealth Management	Very High $2.1M	$770M	369	46%
United Advisors America	Very Low $160K	$450M	2,809	2%
Security Capital Management	Low $570K	$1.3B	2,357	26%
Compass Capital Corporation	Low $480K	$650M	1,367	10%
CFS Investment Advisory Services LLC	High $1.5M	$1.8B	1,139	47%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Valley National Advisers Inc	Typical $960K	$1.3B	1,353	30%
Magnus Financial Group LLC	High $1.9M	$2.2B	1,114	34%
IBEX Wealth Advisors, LLC	High $1.4M	$1.2B	869	46%
Sykon Capital LLC	Low $510K	$330M	647	60%
Lighthouse Financial Advisors, Inc.	Very High $2.4M	$1B	429	48%
Payne Capital Management, LLC	High $1.3M	$1.3B	964	36%
Dumont & Blake Investment Advisors LLC	High $1.3M	$550M	428	48%
Fortis Group Advisors LLC	Very Low $310K	$790M	2,566	7%
WealthPLAN Partners	Low $640K	$1.1B	1,677	15%
DBS Investment Advisers, LLC	Very Low $300K	$160M	523	7%
Premier Wealth Advisors, LLC	Typical $730K	$450M	614	41%
Virtus Wealth Solutions	High $1.8M	$550M	307	36%
Parisi Gray Wealth Management, LLC	Very High $3.9M	$800M	203	53%
Aviso Wealth Management	Low $640K	$580M	913	17%
Shufro, Rose & CO., LLC	High $1.9M	$2.3B	1,207	45%
Pearson Financial Services	—	—	500	0%
Snyder Wealth Group	Low $620K	$370M	599	9%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Freedom Investment Management, Inc.	Low $610K	$300M	485	16%
Market Street Wealth Management	Typical $790K	$840M	1,052	19%
Lebenthal Global Advisors, LLC	Very Low $360K	$860M	2,385	9%
MyTimeEquity	Very Low $330K	$150M	471	80%
Cora Capital Advisors	Typical $880K	$660M	752	33%
Shorehaven Wealth Partners, LLC	High $1.3M	$500M	376	45%
Breakwater Capital Group	Very High $2.8M	$1B	370	65%
Biondo Investment Advisors LLC	Typical $990K	$1.1B	1,108	24%
United Asset Strategies Inc.	High $1.2M	$1.9B	1,553	32%
Quaker Wealth Management LLC	Typical $990K	$450M	453	31%
The Millstone Evans Group, LLC	High $1.4M	$870M	630	33%
Personal CFO Solutions LLC	Very High $2.6M	$1.6B	624	62%
Seasons of Advice Wealth Management	High $1.4M	$1.2B	891	41%
Prestige Wealth Management Group, LLC	High $1.5M	$670M	440	41%
Matauro, LLC	High $1.2M	$1B	876	40%
Platform Technology Partners	High $1.4M	$1.2B	871	39%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
Park Place Capital Corporation	Typical $730K	$440M	607	6%
Andrew Garrett, Inc.	Low $390K	$440M	1,118	45%
Brick & Kyle Associates Inc	High $1.2M	$490M	427	74%
Research Financial Strategies	Low $470K	$240M	511	18%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Signature Wealth Management Partners, LLC	Typical $1.1M	$450M	423	25%
Aurora Private Wealth, INC.	Very Low $250K	$370M	1,508	5%
Regatta Capital Group, LLC	High $1.2M	$1.3B	1,088	43%
LifeTyme Financial Advisors, LLC	—	—	502	0%
Northeast Advisers, Inc.	High $1.3M	$430M	333	32%
Addison Capital	Very High $2.2M	$540M	249	55%
Strategic Wealth Management Group	Very High $2.4M	$800M	332	47%
Wealth Management Associates, Inc.	Low $720K	$660M	907	24%
Confidence Wealth Management, Inc.	Low $610K	$450M	737	26%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
Paradigm Investment Advisory, LLC	Low $610K	$390M	644	87%
Diversified, LLC	High $1.3M	$2.7B	1,982	42%
Ruggiero Investments	Very Low $300K	$120M	392	7%
Onyx Bridge Wealth Group LLC	Typical $740K	$1.3B	1,794	19%
Ramsay Stattman Vela & Price Inc	High $1.7M	$680M	390	61%
Amplius Wealth Advisors	Very High $2.2M	$1.7B	775	52%
Roberts, Glore & Co.	High $1.9M	$730M	383	49%
WealthPlan Investment Management LLC	Typical $910K	$1.9B	2,068	18%
Blackhill Capital, Inc	Very High $17M	$1.3B	76	63%
HFM Investment Advisors, LLC	Low $520K	$270M	532	15%
Strategic Family Wealth Counselors, L.L.C.	Very High $5.3M	$1.6B	300	50%
Alliance Wealth Management Group, LLC	High $1.2M	$520M	447	31%
Wealth Effects	Typical $790K	$470M	596	17%
KFA Private Wealth Group, LLC	Typical $990K	$810M	814	28%
OMNI 360 Wealth, Inc.	Typical $1.1M	$400M	370	23%
Wealth Teams Alliance	Very Low $270K	$220M	812	6%
Smallwood Wealth Management	Low $680K	$300M	441	25%
Bravias Financial	Low $480K	$210M	439	9%
Sterling Investment Advisors Ltd.	Very High $2.4M	$1.1B	436	45%
SteadTrust	Typical $920K	$600M	651	24%
Eagle Wealth Strategies	Typical $940K	$610M	648	23%
Oliver Luxxe Assets LLC	High $1.9M	$830M	432	78%
Covenant Asset Management, LLC	Typical $1M	$670M	643	64%
Clear Wave Wealth Management, LLC	Very High $4.3M	$620M	142	80%
A Better Way Financial, LLC	Very Low $310K	$110M	354	4%
Cornerstone Professional Advisor Services, LLC	Very Low $280K	$99M	352	7%
Sterling Financial Planning Inc	High $1.3M	$740M	562	38%
Ventura Wealth Management	Typical $1.1M	$640M	562	31%
Victory Wealth Partners	Very Low $180K	$63M	351	4%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Darwin Wealth Management	Typical $740K	$610M	835	19%
MFG Investments, LLC	Low $430K	$150M	344	15%
UAS Asset Management	Typical $900K	$310M	342	47%
Turner Financial Group, Inc.	Low $400K	$220M	547	10%
Flagship Wealth Advisors, LLC.	High $1.6M	$740M	478	45%
Accretive Wealth Partners, LLC	Very High $2.4M	$490M	204	70%
Wellington Shields Capital Management, LLC	High $1.6M	$880M	544	50%
Atlas Private Wealth Advisors	Low $710K	$860M	1,211	17%
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%
TSP Capital Management Group, LLC	Very High $3.7M	$500M	133	47%
Strategy Asset Managers L.L.C.	High $1.4M	$820M	598	36%
Brave Family Advisors	High $1.9M	$610M	327	28%
Hoopoe Advisors	Typical $990K	$580M	585	40%
Premier Path Wealth Partners, LLC	Very High $2.6M	$1.2B	454	51%
G&H Investments	Very High $2.6M	$330M	129	29%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
5C Capital Management, LLC	High $1.2M	$630M	511	32%
Shore Point Advisors, LLC	Low $490K	$310M	637	14%
Northstar Financial Companies, Inc.	Typical $1M	$520M	507	22%
Jemma Financial Services	Very Low $350K	$110M	312	24%
Park Edge Advisors, LLC	High $1.5M	$480M	312	32%
MRA Advisory Group	Typical $720K	$360M	497	25%
McDermott Investment Advisors, LLC	Very Low $330K	$200M	618	78%
Cypress Financial Planning	Typical $1.1M	$490M	427	25%
GSG Advisors, LLC	Very High $4.7M	$850M	182	86%
The GenWealth Group, Inc.	Very High $2.2M	$660M	301	59%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
Woodstock Wealth Management, Inc.	Low $430K	$660M	1,554	7%
Transcend Capital Advisors, LLC	Very High $2.5M	$2.6B	1,073	42%
4Thought Financial Group Inc.	Low $580K	$170M	297	0%
Momentum Advisors	Typical $990K	$350M	354	38%
SGL Financial, LLC	Low $470K	$410M	883	10%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
Signet Financial Management, LLC	High $1.6M	$1.1B	689	46%
Oak Grove Capital, LLC	Very High $7.2M	$820M	114	75%
Cornerstone Planning Group	Low $640K	$770M	1,192	19%
The Estate Planners Group	High $1.2M	$420M	340	51%
Green Ridge Wealth Planning LLC	High $1.3M	$370M	283	36%
Palumbo Wealth Management LLC	High $1.9M	$530M	283	56%
Argus Investors' Counsel, Inc.	Low $410K	$120M	282	3%
Buckman Advisory Group LLC	Very Low $290K	$240M	844	30%
Sovereign Financial Group, Inc.	Typical $830K	$1.1B	1,288	22%
Lewis Asset Management	High $1.4M	$380M	276	39%
Oakbourne Advisors	Typical $790K	$350M	437	22%
NobleBridge Wealth	Low $580K	$210M	372	15%
IRC Wealth	High $1.7M	$630M	366	41%
Thrive Capital Management, LLC	Typical $830K	$650M	783	25%
Mezzasalma Advisors	High $1.4M	$520M	364	50%
Revolve Wealth Partners, LLC	Very High $2.1M	$1.4B	674	43%
Mountain Hill Investment Partners	Very High $2.3M	$360M	155	31%
Benchmark Financial Wealth Advisors LLC	Very High $2.1M	$760M	361	30%
Total Wealth Planning and Management, Inc.	Low $580K	$240M	412	16%
Tilson Financial Group Inc	High $1.6M	$660M	410	44%
Condor Capital Wealth Management	Very High $2.4M	$2.1B	869	49%
Precision Financial Services	Typical $810K	$410M	509	22%
Hudson Value Partners, LLC	Very High $3.3M	$670M	203	59%
BCR Wealth Strategies	High $1.4M	$500M	354	36%
Maltin Wealth Management, Inc.	Very High $2.4M	$490M	201	63%
Millstone Financial Group	Very Low $350K	$100M	297	23%
Archford Capital Strategies, LLC	High $1.5M	$1.2B	774	36%
MariPau Wealth Management LLC	Very Low $340K	$360M	1,064	6%
Key Group Management, Inc.	Typical $890K	$300M	335	25%
Regency Wealth Management	High $2M	$590M	287	64%
Westover Capital Advisors, LLC	Very High $2.4M	$560M	238	53%
HIGHLAND Financial Advisors, LLC	High $1.8M	$580M	328	42%
Point Windward Advisors, Inc.	High $1.3M	$360M	278	17%
The Wealth Boutique	Low $380K	$120M	317	9%
Singer Wealth Advisors LLC	Typical $840K	$750M	903	33%
Forthright Capital	Very Low $110K	$110M	978	1%
First American Asset Advisory, LLC	Low $720K	$190M	266	100%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Syndicated Capital, Inc.	Very Low $310K	$140M	465	6%
Fortitude Advisory Group L.L.C.	Typical $750K	$470M	622	0%
Brooklyn FI, LLC	High $1.5M	$560M	373	19%
IBN Financial Services, Inc.	Very Low $150K	$75M	497	8%
Nasdaq Dorsey Wright	Low $520K	$420M	806	59%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
Paradigm Wealth Advisory LLC	Low $710K	$200M	280	23%
Pennsylvania Capital Management Inc.	Very High $4.1M	$820M	200	55%
Leigh Baldwin & Co., LLC	Low $390K	$260M	676	10%
Fogel Capital Management Inc	High $1.7M	$410M	238	45%
Ellevest	Very High $2.3M	$1.1B	471	79%
Valor Investments and Planning LLC	Low $380K	$90M	235	6%
Merit Financial Partners LLC	High $1.6M	$310M	193	52%
Novi Wealth Partners	Very High $2.3M	$610M	270	56%
New Horizons Wealth Management	Typical $730K	$170M	228	15%
Flagstar Advisors, Inc.	Low $640K	$640M	1,004	34%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Cardea Capital Advisors, LLC	Low $480K	$120M	256	10%
Altfest Personal Wealth Management	Very High $2.6M	$1.8B	686	63%
RTD Financial Advisors Inc	Very High $2.5M	$1.8B	719	69%
PTS Brokerage, LLC	Very Low $260K	$130M	495	0%
The L. Warner Companies, Inc	Very High $2.1M	$750M	352	51%
Beacon Wealth Consultants, Inc.	Low $460K	$240M	522	5%
Riversedge Advisors	Very High $2.2M	$830M	382	44%
Peddock Capital Advisors, LLC	Very High $4.5M	$770M	173	57%
Zynergy Retirement Planning	Typical $1M	$170M	172	30%
Clark Asset Management, LLC	Very High $4.8M	$1.3B	275	97%
Byrne Asset Management, LLC	High $1.5M	$250M	166	100%
Legacy Edge Advisors	Very High $2.3M	$1.2B	530	83%
Innovative Advisory Group	Low $640K	$190M	298	9%
Zenith Wealth Partners	Very Low $300K	$88M	298	10%
Destiny Capital Corporation	High $1.5M	$380M	260	35%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Connective Wealth Partners, LLC	Very Low $250K	$78M	316	2%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Diastole Wealth Management	High $1.4M	$370M	273	32%
Investment Partners Asset Management	High $1.1M	$280M	241	61%
Carnegie Lake Advisors LLC	High $1.8M	$390M	209	35%
RMR Wealth Management	Typical $980K	$180M	178	19%
Argos Wealth Advisors LLC	Very High $4.2M	$990M	234	19%
Equinum, LLC	High $2M	$290M	146	63%
Wellington Shields & Co., LLC	Typical $860K	$500M	580	28%
Indivisible Partners	Very High $3M	$1.4B	460	58%
Madison Global Advisors LLC	Very Low $290K	$66M	229	11%
Heritage Financial Counselors, LLC	High $1.6M	$240M	143	47%
Wilmington Capital Securities, LLC	High $1.6M	$270M	171	18%
Trust Advisory Group Ltd	Low $560K	$310M	562	12%
Attleboro Wealth Management LLC	Typical $920K	$130M	140	52%
White Knight Strategic Wealth Advisors, LLC	Typical $1.1M	$210M	196	24%
Parsonex Advisory Services, Inc.	Low $720K	$240M	330	18%
1 St Discount Brokerage, Inc.	Low $590K	$130M	216	38%
Mha Financial Corp	Low $720K	$97M	135	57%
Geremia Financial Services, LLC	Typical $1M	$130M	130	24%
Access Wealth	High $1.4M	$530M	363	33%
Next Capital Management LLC	Very High $6.6M	$1.7B	257	70%
Francis Financial	Very High $3.1M	$800M	256	78%
Platform Wealth Advisors	High $1.9M	$490M	256	30%
WJL Financial Advisors	—	—	152	0%
Lansing Street Advisors	Very High $3.4M	$520M	150	46%
SageBroadview Wealth Management, LLC	Very High $2.7M	$400M	148	68%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
Hamel Associates, Inc.	Very High $4.3M	$520M	123	55%
Salvus Wealth Management, LLC	High $1.6M	$310M	195	64%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
ELCO Management Company, LLC	High $1.5M	$210M	144	58%
Jackson, Grant Investment Advisers, Inc.	Very High $6.1M	$580M	94	91%
Lumiere Financial	Low $710K	$83M	116	16%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Clear Capital Management LP	Low $550K	$61M	112	15%
Black Coral Financial Advisors, LLC	Very High $5.7M	$500M	88	100%
Fruitful	Very Low $72K	$25M	351	0%
Forefront	Low $420K	$240M	572	18%
Blue Line Capital	Typical $860K	$100M	121	20%
LRI Investments	Very High $4M	$1.9B	477	45%
Star Wealth Advisors	Very Low $280K	$44M	159	3%
Aspire Advisors, LLC	Typical $860K	$100M	116	29%
MBI LLC	High $1.6M	$300M	191	50%
American Northwest Advisory Services L.L.C.	Low $430K	$41M	95	38%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Wiss Private Client Advisors, LLC	Very High $6.5M	$1.2B	186	70%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
Maslow Wealth Advisors	Very High $6.9M	$2.6B	381	82%
Princeton Global Asset Management LLC	Very High $2.5M	$880M	356	47%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Empirikal Partners LLC	Low $500K	$87M	175	75%
Revere Wealth Management LLC	Typical $780K	$78M	101	4%
Seabridge Investment Advisors LLC	Very High $2.7M	$510M	185	66%
Laidlaw Wealth Management LLC	Typical $960K	$96M	100	27%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
GreenLeaf Financial Network, LLC	Low $620K	$120M	189	21%
MMA Asset Management LLC	High $1.2M	$330M	282	52%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
Dudley & Shanley, Inc.	Very High $9.4M	$420M	45	100%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Neil Jesani Wealth Management	Very High $2.1M	$150M	74	100%
TritonPoint Partners, LLC	Very High $3.9M	$290M	74	57%
AtCap Partners, LLC	Low $490K	$170M	342	56%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
Najarian Family Office, LLC	Typical $1.1M	$76M	66	38%
Rothschild Capital Partners	Very High $3.3M	$210M	64	89%
Valley FInancial Management, Inc.	Very Low $3.8K	$470K	124	3%
Bulltick Wealth Management, LLC	Very High $5.6M	$1.6B	280	71%
Equity Advisors, LLC	Very Low $330K	$36M	108	0%
Colorado Financial Service Corporation	Low $450K	$84M	188	100%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Regal Advisory Services, Inc.	Very Low $350K	$95M	269	17%
Aimcdonnaugh & Co. Inc.	Very Low $110K	$5.9M	55	18%
Q3 Advisors, LLC	—	—	224	0%
Carapace Financial Advisors LLC	High $1.2M	$59M	49	100%
Trident Advisors LLC	Very Low $300K	$12M	41	0%
Sophis Investments LLC	Very High $3.3M	$130M	39	56%
Partners Capital, LLC	Low $710K	$30M	42	36%
Cynosure Portfolio Advisors LLC	Very Low $120K	$5.8M	48	0%
Total Alignment Wealth Advisors, LLC	—	—	28	100%
Colomb Investment Management Company, LLC	Very Low $150K	$4.7M	32	0%
D'Arcangelo Financial Advisors, LLC	—	—	15	0%
Sun Global LLC	Low $420K	$4.6M	11	45%
Algorithmic Investment Models	Low $450K	$3.6M	8	25%
Yayati Asset Management, LLC	Low $650K	$2M	3	100%
Advice Only	—	—	—	—
CSI Group Advisors, LLC	—	$0	—	—
Mendham Capital Management, Inc.	—	—	—	—
Riverside Financial Advisors LLC	—	—	—	—

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