AUM per client for Team firms serving clients in New York

Team firms active in New York 511 firms

Very Low $180K-$410K

Low $410K-$740K

Typical $740K-$1.3M

High $1.3M-$2.3M

Very High $2.3M-$5.2M

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

Median: $930K

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Firm	AUM/client	AUM	Clients	HNW client %
CSI Group Advisors, LLC	—	$0	—	—
D'Arcangelo Financial Advisors, LLC	—	—	15	0%
Ascend Interplay, LLC	Very High $21M	$390M	19	100%
Total Alignment Wealth Advisors, LLC	—	—	28	100%
Altar Rock	Very High $6M	$160M	26	88%
Cynosure Portfolio Advisors LLC	Very Low $120K	$5.8M	48	0%
Better Pockets Financial	Very Low $200K	$7.4M	36	0%
Sophis Investments LLC	Very High $3.3M	$130M	39	56%
Trident Advisors LLC	Very Low $300K	$12M	41	0%
Fairport Advisors, Inc.	Typical $880K	$55M	62	11%
Q3 Advisors, LLC	—	—	224	0%
Aimcdonnaugh & Co. Inc.	Very Low $110K	$5.9M	55	18%
Downtown Wealth Studios, LLC	Very High $12M	$550M	45	80%
PUREfi Wealth, LLC	Very High $3.2M	$290M	92	71%
Salem Partners Wealth Management, LLC	Very High $33M	$1.5B	46	100%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Bespoke Investment Group, LLC	High $1.7M	$100M	59	76%
Valley FInancial Management, Inc.	Very Low $3.8K	$470K	124	3%
Henley & Company Wealth Management LLC	Typical $1.3M	$80M	63	35%
Rothschild Capital Partners	Very High $3.3M	$210M	64	89%
Avestar Capital, LLC	Very High $12M	$2B	170	84%
Najarian Family Office, LLC	Typical $1.1M	$76M	66	38%
AtCap Partners, LLC	Low $490K	$170M	342	56%
Independent Family Office, LLC	Very High $18M	$760M	43	100%
Greenwich Advisors, LLC	Very High $2.6M	$190M	72	51%
Watts Capital Partners LLC	Typical $870K	$63M	72	40%
AMC Wealth Management, LLC	Low $740K	$75M	101	0%
Mora Capital Management, LLC	Very High $2.9M	$1.3B	429	40%
TritonPoint Partners, LLC	Very High $3.9M	$290M	74	57%
CSP Financial Group LLC	Very Low $380K	$120M	312	10%
North Capital	High $1.4M	$270M	170	27%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
Fidelis Capital	Very High $8.7M	$1.9B	218	80%
Renaissance Macro Research LLC	—	—	94	0%
Searle & Co.	Very High $5M	$630M	126	94%
Persium Advisors, LLC	Very High $2.5M	$390M	158	49%
Papamarkou Wellner Perkin Advisors	Very High $3.4M	$320M	96	100%
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%
Laidlaw Wealth Management LLC	Typical $960K	$96M	100	27%
Revere Wealth Management LLC	Typical $780K	$78M	101	4%
Empirikal Partners LLC	Low $500K	$87M	175	75%
Single Point Partners	Very High $3.3M	$640M	195	70%
Wealth More Enterprise, Inc.	Very Low $1.1K	$100K	89	0%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
Expressive Wealth LLC	Typical $1M	$170M	165	22%
Litvak Wealth, LLC	Very High $7.1M	$540M	75	77%
Highline Wealth Partners	Very High $2.3M	$720M	320	28%
Aspire Advisors, LLC	Typical $860K	$100M	116	29%
Greenline Partners	Very High $13M	$790M	59	100%
LRI Investments	Very High $4M	$1.9B	477	45%
Blue Line Capital	Typical $860K	$100M	121	20%
Hampshire Family Office	Very High $13M	$820M	62	100%
Navis Wealth Advisors LLC	Very High $7.2M	$900M	126	74%
Twenty-First Tailored Solutions, Inc.	Very High $12M	$250M	21	100%
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%
Lynx Investment Advisory, LLC	Very High $4.2M	$900M	214	45%
Fort Point Capital Partners LLC	Very High $5.7M	$2.5B	431	80%
WealthCare Financial Group, Inc.	Very Low $140K	$18M	130	0%
Fruitful	Very Low $72K	$25M	351	0%
Maytech Global Investments	Very High $4.8M	$540M	111	86%
Clear Capital Management LP	Low $550K	$61M	112	15%
Keystone Global Partners LLC	Very High $12M	$530M	45	89%
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%
Lumiere Financial	Low $710K	$83M	116	16%
Xcelsior Advisor Partners LLC	Typical $1.3M	$450M	348	9%
Paradiem, LLC	Very High $3.4M	$470M	140	21%
Capital City Asset Management Group, LLC	Very Low $300K	$79M	258	22%
Serenus Wealth Advisors, LLC	Very High $10M	$1.5B	141	87%
Monument wealth Management	Very High $2.5M	$530M	215	49%
ELCO Management Company, LLC	High $1.5M	$210M	144	58%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
Northstar Asset Management, Inc.	Very High $3.8M	$640M	169	64%
Salvus Wealth Management, LLC	High $1.6M	$310M	195	64%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
WJL Financial Advisors	—	—	152	0%
Francis Financial	Very High $3.1M	$800M	256	78%
Stronghold Capital Partners LLC	Very Low $150K	$50M	334	0%
Next Capital Management LLC	Very High $6.6M	$1.7B	257	70%
Verum Partners LLC	Very High $2.4M	$880M	361	76%
Geremia Financial Services, LLC	Typical $1M	$130M	130	24%
Overbrook Management Corporation	Very High $5.6M	$580M	105	100%
Blue Square Asset Management, LLC	High $2M	$370M	184	70%
LotusGroup Advisors	High $1.5M	$280M	186	38%
Belzberg & Co.	Very High $40M	$1.1B	27	100%
Mha Financial Corp	Low $720K	$97M	135	57%
Chequers Financial Management LLC	Very High $5.3M	$1.3B	244	100%
Chapin Davis Asset Management	Typical $1.2M	$630M	543	4%
Dutch Asset Corporation	Typical $780K	$170M	219	27%
Snowwater Investment Partners, LLC	Very High $15M	$850M	55	100%
Oxler Private Wealth	Very High $4.8M	$540M	111	41%
Avise Financial	Typical $1M	$170M	170	28%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
Wilmington Capital Securities, LLC	High $1.6M	$270M	171	18%
Heritage Financial Counselors, LLC	High $1.6M	$240M	143	47%
Madison Global Advisors LLC	Very Low $290K	$66M	229	11%
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%
Portfolio Resources Advisor Group, Inc.	Very Low $320K	$100M	318	3%
Equita Financial Network, Inc.	Typical $900K	$390M	434	71%
Wellington Shields & Co., LLC	Typical $860K	$500M	580	28%
Equinum, LLC	High $2M	$290M	146	63%
Perennial	Very High $6.3M	$740M	117	95%
Paradigm Capital Management, Inc.	Very High $17M	$1B	59	100%
RMR Wealth Management	Typical $980K	$180M	178	19%
Investment Partners Asset Management	Typical $1.1M	$280M	241	61%
Aerodigm Wealth LLC	Very High $5.8M	$1.2B	212	75%
Diastole Wealth Management	High $1.4M	$370M	273	32%
AIRE Advisors, LLC	Very High $2.8M	$940M	340	88%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Empirical Research Partners LLC	—	—	562	0%
Connective Wealth Partners, LLC	Very Low $250K	$78M	316	2%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Sanderson Wealth Management, LLC	Very High $4.2M	$1.3B	318	74%
Inscription Capital, LLC	Very High $4.5M	$1.9B	414	34%
&wealth Partners	Very High $4.1M	$390M	96	73%
LifeInvest Wealth Management, LTD	Typical $1.2M	$300M	260	20%
Orca Investment Management, LLC	Low $570K	$210M	359	11%
Innovative Advisory Group	Low $640K	$190M	298	9%
Legacy Edge Advisors	Very High $2.3M	$1.2B	530	83%
Burns Matteson Capital Management, LLC	High $2M	$400M	199	40%
Weatherly Asset Management	Very High $4.4M	$1.6B	371	76%
Clark Asset Management, LLC	Very High $4.8M	$1.3B	275	97%
Riskbridge Advisors, LLC	High $1.6M	$440M	277	21%
Sheets Smith Wealth Management	Very High $3.3M	$1.2B	382	46%
Beacon Wealth Consultants, Inc.	Low $460K	$240M	522	5%
Plum Street Advisors, LLC	Very High $2.4M	$430M	175	37%
Hurwitz Associates, Inc.	Low $430K	$75M	176	15%
The L. Warner Companies, Inc	High $2.1M	$750M	352	51%
PTS Brokerage, LLC	Very Low $260K	$130M	495	0%
Keenan Financial	Very Low $270K	$200M	751	6%
MPWM Advisory Solutions LLC	Low $540K	$310M	573	13%
Altfest Personal Wealth Management	Very High $2.6M	$1.8B	686	63%
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%
MYeCFO	High $1.4M	$260M	183	17%
Cherry Tree Wealth Management, LLC	High $2.2M	$630M	293	9%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Manhattan West Asset Management, LLC	High $1.9M	$620M	331	45%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
Flagstar Advisors, Inc.	Low $640K	$640M	1,004	34%
Skybound Wealth USA	Low $490K	$170M	339	14%
Flower City Capital LLC	High $1.8M	$410M	227	50%
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%
Merit Financial Partners LLC	High $1.6M	$310M	193	52%
Collective Wealth Partners, LLC	Very Low $290K	$57M	194	8%
FLFS Advisory LLC	Typical $790K	$150M	194	18%
Wilkins Investment Counsel, Inc	Very High $5.2M	$1B	196	90%
Ellevest	Very High $2.3M	$1.1B	471	79%
DST Wealth Management LLC	Very High $2.7M	$530M	197	25%
Veris Wealth Partners, LLC	Very High $7.3M	$2.3B	316	76%
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%
CFM Advisors Inc	Typical $940K	$190M	199	7%
Parkwoods Wealth Partners, LLC	Typical $1.2M	$890M	717	33%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
Nasdaq Dorsey Wright	Low $520K	$420M	806	59%
Castle Wealth Management	High $1.7M	$420M	242	42%
Activest Wealth Management, LLC	Very High $2.8M	$1.5B	530	57%
Clean Yield Asset Management	High $2.2M	$550M	246	63%
Satovsky Asset Management LLC	Very High $4.6M	$930M	205	73%
Consilio Wealth Advisors, LLC	High $1.9M	$560M	288	69%
Greenwood Capital Associates, LLC	High $1.5M	$1B	660	12%
IBN Financial Services, Inc.	Very Low $150K	$75M	497	8%
Brooklyn FI, LLC	High $1.5M	$560M	373	19%
Fortitude Advisory Group L.L.C.	Typical $750K	$470M	622	0%
Edge Wealth Management, LLC	Very High $3.2M	$810M	252	52%
Capstone Wealth Management Group, LLC	Typical $900K	$270M	295	28%
Twin Peaks Wealth Advisors	High $1.3M	$570M	422	46%
Black Swift Group, LLC	High $1.6M	$600M	382	39%
Herold Advisors, Inc.	Typical $920K	$510M	557	21%
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%
Gould Asset Management LLC	Very High $2.8M	$990M	349	66%
Paragon Capital Management LLC	High $2.1M	$740M	350	62%
BSG Advisers	Low $500K	$130M	264	24%
Hunter Street Investment Advisors LLC	Low $470K	$170M	352	1%
S.E.E.D. Planning Group, LLC	Typical $740K	$560M	748	24%
First American Asset Advisory, LLC	Low $720K	$190M	266	100%
Passive Capital Management, LLC	High $2.1M	$830M	399	25%
Forthright Capital	Very Low $110K	$110M	978	1%
Hohimer Wealth Management, LLC	High $2.1M	$1.1B	535	33%
Financial Alternatives, Inc.	Very High $2.3M	$610M	269	55%
Singer Wealth Advisors LLC	Typical $840K	$750M	903	33%
Commons Capital, LLC	High $1.4M	$310M	226	71%
Bridgewater Advisors Inc.	Very High $4.2M	$2.5B	589	62%
Transatlantique Private Wealth LLC	High $2.1M	$860M	411	84%
The Retirement Solution LLC	Typical $850K	$700M	823	39%
Tortoise Investment Management, LLC	Very High $4.1M	$2.1B	504	71%
Third View Private Wealth	Very High $3.6M	$1.2B	322	57%
Point Windward Advisors, Inc.	High $1.3M	$360M	278	17%
R & R Financial Planners, Inc.	Very Low $260K	$60M	232	42%
Stansberry Asset Management, LLC	High $1.3M	$1.3B	975	59%
Brasil Plural Investment Advisor LLC	Very Low $260K	$97M	373	5%
Landmark Wealth Management, LLC	High $1.5M	$420M	280	49%
Walkner Condon Financial Advisors LLC	Typical $1.3M	$1B	799	41%
Hill Investment Group	Very High $2.9M	$1.1B	380	55%
Cornerstone Wealth Partners, LLC	Very Low $340K	$150M	429	0%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Key Group Management, Inc.	Typical $890K	$300M	335	25%
Del-Sette Capital Management, LLC	Typical $800K	$190M	240	23%
Trevián Wealth Management, LLC	Very High $5.3M	$510M	96	84%
Blue Jean Financial LLC	Very Low $350K	$130M	385	8%
Rialto Wealth Management	High $1.8M	$590M	338	43%
WealthEdge Investment Advisors, LLC	High $1.4M	$400M	290	34%
Evolve Private Wealth, LLC	Very High $3.2M	$2.1B	679	27%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
Trubee Wealth Advisors, Inc.	Typical $1.2M	$830M	686	24%
Soulence Wealth Management	Very Low $240K	$95M	393	5%
Trivium Point Advisory, LLC	High $1.8M	$1.4B	786	41%
Millstone Financial Group	Very Low $350K	$100M	297	23%
NerdWallet Wealth Partners, LLC	Very Low $380K	$260M	694	7%
Quint Investments and Insurance	Very Low $240K	$94M	397	3%
Parsons Capital Management Inc	Very High $3.1M	$2.2B	695	55%
Berman McAleer	Very High $2.7M	$1.7B	646	59%
Circle Advisers Inc	Very High $2.5M	$850M	348	100%
Carlson Investments	High $1.5M	$540M	350	31%
Waterford Advisors, LLC	Typical $1.1M	$400M	351	40%
Private Wealth Partners, LLC	Very High $7.2M	$1.8B	253	74%
Strategic Financial Services	High $1.6M	$2B	1,216	41%
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%
Ashford Advisors, LLC	Very High $16M	$810M	51	100%
Lountzis Asset Management, LLC	Very High $3.9M	$600M	154	64%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
Birchbrook	Typical $910K	$280M	310	37%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Hudson Advisor Services, Inc.	Typical $1.2M	$300M	259	54%
TKC Wealth Management LLC	Very Low $310K	$79M	259	75%
Dara Capital US, Inc.	Very High $8M	$410M	52	92%
Helium Advisors LLC	Typical $830K	$220M	260	26%
Mezzasalma Advisors	High $1.4M	$520M	364	50%
Baldwin Wealth Partners, LLC	Very High $2.9M	$2.1B	738	50%
Blackdiamond Wealth Management, LLC	Typical $1.1M	$400M	371	26%
East End Financial Group, Inc.	High $1.6M	$520M	318	47%
NobleBridge Wealth	Low $580K	$210M	372	15%
Westco Advisory Services, Inc.	Typical $780K	$250M	323	24%
Ashworth Wealth, LLC	Typical $1M	$280M	270	29%
LifeGoal Investments, LLC	Typical $1.2M	$320M	270	85%
Continuum Wealth Advisors, LLC	Typical $1M	$340M	328	32%
LVW Advisors, LLC	Very High $3.3M	$1.6B	493	50%
Rodgers Brothers, Inc.	High $1.9M	$920M	495	46%
Gagnon Securities, LLC	Low $450K	$470M	1,058	3%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Sovereign Financial Group, Inc.	Typical $830K	$1.1B	1,288	22%
Buckman Advisory Group LLC	Very Low $290K	$240M	844	30%
Argus Investors' Counsel, Inc.	Low $410K	$120M	282	3%
Palumbo Wealth Management LLC	High $1.9M	$530M	283	56%
Cornerstone Planning Group	Low $640K	$770M	1,192	19%
Oak Grove Capital, LLC	Very High $7.2M	$820M	114	75%
Eckman Wealth Management, LLC	Very Low $260K	$74M	286	0%
ARCH Global Advisors, LLC	Low $490K	$200M	402	33%
Cooper/Haims Advisors, LLC	High $2.2M	$1.1B	518	56%
Aptus Financial, LLC	—	—	634	0%
Prospect Financial Services LLC	Low $630K	$330M	520	14%
Dopkins Wealth Management, LLC	Very High $2.4M	$680M	289	48%
Investor FAN	Typical $900K	$790M	874	27%
EQ Wealth Management	High $1.8M	$940M	525	70%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Kilter Group	Low $670K	$280M	413	29%
Momentum Advisors	Typical $990K	$350M	354	38%
4Thought Financial Group Inc.	Low $580K	$170M	297	0%
Woodstock Wealth Management, Inc.	Low $430K	$660M	1,554	7%
American Investment Services Inc	High $1.9M	$670M	359	44%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
Prentiss Smith & Company, Inc.	High $1.4M	$410M	300	3%
Kimelman & Baird, LLC	Very High $5.7M	$1.4B	242	47%
Stevens Capital Partners	Typical $930K	$510M	547	8%
Granite Group Advisors, LLC	Very High $3.2M	$390M	122	100%
Pathway Partners Wealth Advisors, LLC	Very Low $220K	$79M	367	16%
Next Level Private LLC	High $1.5M	$1.2B	799	29%
MRA Advisory Group	Low $720K	$360M	497	25%
Whitwell Advisors	Very Low $320K	$100M	312	18%
Bright Futures Wealth Management, LLC	Very Low $330K	$290M	879	12%
Liberty Wealth Management, LLC	Typical $1.1M	$1.7B	1,510	66%
The Northstar Group, Inc.	Very High $3.9M	$990M	252	79%
Abundo Wealth	—	—	695	0%
GoalVest Advisory LLC	High $1.5M	$640M	443	47%
Headland Capital	Typical $820K	$520M	637	18%
Uniting Wealth Partners	Typical $960K	$800M	830	78%
5C Capital Management, LLC	Typical $1.2M	$630M	511	32%
Warren Street Wealth Advisors, LLC	Typical $1.2M	$550M	449	37%
Buttonwood Financial Advisors, Inc.	High $1.5M	$480M	321	47%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Simmons Capital Group	Low $460K	$210M	450	12%
Brave Family Advisors	High $1.9M	$610M	327	28%
Armbruster Capital Management, Inc.	High $1.9M	$900M	462	56%
Rise Advisors, LLC	Typical $800K	$370M	464	23%
Maridea Wealth Management	Low $610K	$930M	1,530	47%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
Proxy Wealth Advisors LLC	Very Low $120K	$74M	605	2%
Samalin Wealth	Typical $900K	$480M	539	23%
Shikiar Asset Management Inc	Very High $3.8M	$520M	135	100%
Stone House Investment Management, LLC	Low $720K	$830M	1,153	22%
Wellington Shields Capital Management, LLC	High $1.6M	$880M	544	50%
Turner Financial Group, Inc.	Very Low $400K	$220M	547	10%
UAS Asset Management	Typical $900K	$310M	342	47%
Tiller Private Wealth, Inc.	High $2.1M	$720M	343	52%
Williamson Legacy Group, LLC	Low $530K	$180M	343	15%
Sandy Cove Advisors, LLC	Very High $2.5M	$680M	275	75%
SP Asset Management LLC	Very High $8.9M	$1.8B	207	100%
Round Rock Advisors LLC	Typical $1.2M	$730M	622	32%
Darwin Wealth Management	Low $740K	$610M	835	19%
Masterworks Advisers, LLC	Very Low $7.7K	$8.1M	1,045	26%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Sustainable Advisors Alliance LLC	Low $410K	$230M	559	17%
Cornerstone Professional Advisor Services, LLC	Very Low $280K	$99M	352	7%
Pension & Wealth Management Advisors	Typical $920K	$460M	493	21%
Primoris Wealth Advisors, LLC	Low $520K	$220M	424	20%
First Long Island Investors, LLC	Very High $2.4M	$1.2B	495	66%
Landmark Wealth Management	Very High $2.3M	$650M	287	61%
Oliver Luxxe Assets LLC	High $1.9M	$830M	432	78%
SteadTrust	Typical $920K	$600M	651	24%
Elevage Partners, LLC	Low $420K	$150M	365	6%
Lazari Capital Management, Inc.	Low $690K	$500M	731	17%
Post Resch Tallon Group	Typical $770K	$340M	440	31%
Peregrine Asset Advisers, Inc.	High $1.3M	$580M	441	12%
Smallwood Wealth Management	Low $680K	$300M	441	25%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
Kickstand Wealth Advisors	High $1.7M	$620M	376	57%
Cross Border Wealth, LLC	Low $420K	$220M	531	100%
Great Hill Capital, LLC	Very High $13M	$1B	76	100%
The Marshall Financial Group LLC	Low $680K	$670M	994	17%
National Wealth Management Group, LLC	Very Low $400K	$530M	1,308	10%
J.J. Burns & Company	High $2M	$1.2B	617	45%
Capstone Investment Financial Group, LLC	Low $440K	$170M	387	8%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
Ruggiero Investments	Very Low $300K	$120M	392	7%
Bridgewater Asset Management LLC	Typical $860K	$340M	396	42%
Brighton Securities Corp.	Low $510K	$900M	1,753	21%
Chemistry Wealth Management LLC	Very High $2.3M	$1.3B	558	59%
Neville, Rodie & Shaw Inc	Very High $5.6M	$1.8B	320	69%
Southland Equity Partners, LLC.	Low $500K	$890M	1,766	2%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Ameraudi Asset Management, Inc.	High $2.2M	$2B	888	94%
Opal Wealth Advisors, LLC	High $1.5M	$1.1B	730	46%
The Patriot Financial Group, LLC	Low $600K	$1.4B	2,361	16%
Elevatus Wealth Management, LLC	High $1.5M	$500M	326	42%
Horizon Financial	Low $700K	$510M	734	16%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
AlbanyAdvisor Group LLC	Low $740K	$300M	409	17%
Wealthshield Partners, LLC	Typical $1.1M	$1.2B	1,156	25%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Strategic Wealth Management Group	Very High $2.4M	$800M	332	47%
Oath Planning, LLC	Low $570K	$280M	502	12%
Aurora Private Wealth, INC.	Very Low $250K	$370M	1,508	5%
Quad-Cities Investment Group, LLC	Low $600K	$360M	593	23%
Beam Wealth Advisors, Inc.	Low $630K	$1.4B	2,207	20%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Frisch Financial Group, Inc.	High $1.5M	$920M	601	60%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
ARS Investment Partners, LLC	Very High $5.8M	$2B	346	63%
Draper Asset Management, LLC	Very Low $370K	$190M	522	11%
Platform Technology Partners	High $1.4M	$1.2B	871	39%
HIGH FALLS ADVISORS, Inc.	Typical $870K	$690M	784	27%
Matauro, LLC	Typical $1.2M	$1B	876	40%
Level Financial Advisors, Inc.	Typical $1.2M	$860M	705	34%
Seneca Financial Advisors LLC	Very High $2.3M	$820M	353	45%
Arrowroot family office, LLC	Very Low $290K	$410M	1,413	42%
Dock Street Asset Management Inc.	Very High $6.1M	$1.1B	177	51%
King Wealth Management Group, LLC	High $1.5M	$1B	708	35%
Shulman Demeo Asset Management, LLC	Very High $2.3M	$820M	356	49%
Seasons of Advice Wealth Management	High $1.4M	$1.2B	891	41%
SyntheticFi LLC	High $1.6M	$990M	624	0%
O'Keefe Stevens Advisory, Inc.	High $1.6M	$590M	357	44%
Fusion Family Wealth, LLC	Very High $3.8M	$1.4B	359	56%
Compass Advisors	Typical $1.2M	$420M	361	34%
United Asset Strategies Inc.	Typical $1.2M	$1.9B	1,553	32%
Holistic Wealth Advisors	Low $430K	$270M	642	18%
Warner Wealth	Low $600K	$440M	739	45%
West Branch Capital LLC	High $1.8M	$680M	372	46%
Ascent Wealth Partners, LLC	Typical $1.3M	$1.3B	1,036	25%
WT Wealth Management, LLC	Very Low $360K	$410M	1,133	9%
Unison	Very High $20M	$1.9B	95	60%
Stark Wealth Management LLC	Low $490K	$230M	476	19%
The Wealth Alliance, LLC	High $1.7M	$1.9B	1,144	39%
Lebenthal Global Advisors, LLC	Very Low $360K	$860M	2,385	9%
Ogorek Wealth Management, LLC	Very High $2.4M	$450M	192	60%
Lesko Securities Inc.	Low $610K	$710M	1,166	14%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Madison Advisory Services, Inc.	Low $470K	$500M	1,080	19%
Empire Financial Management Company, LLC	Low $690K	$680M	982	75%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Capital Investment Services of America Inc	Typical $1.2M	$1.1B	898	29%
Snyder Wealth Group	Low $620K	$370M	599	9%
Creekmur Asset Management, LLC	Low $420K	$790M	1,897	12%
Pearson Financial Services	—	—	500	0%
Revere Asset	Typical $820K	$410M	500	21%
Shufro, Rose & CO., LLC	High $1.9M	$2.3B	1,207	45%
Aviso Wealth Management	Low $640K	$580M	913	17%
Steginsky Capital LLC	Very High $4.3M	$440M	102	55%
Premier Wealth Advisors, LLC	Low $730K	$450M	614	41%
Silverlake Wealth Management LLC	Typical $790K	$810M	1,028	25%
Note Advisors, LLC	Low $700K	$360M	518	10%
Galvin, Gaustad & Stein, LLC	High $1.6M	$1.3B	831	53%
American Capital Management Inc	Very High $3.7M	$1.2B	313	100%
Red Lighthouse Investment Management, LLC	Very High $5.3M	$560M	105	77%
Payne Capital Management, LLC	High $1.3M	$1.3B	964	36%
Stratton Capital Investment Advisory LLC	Very Low $210K	$130M	643	9%
Sykon Capital LLC	Low $510K	$330M	647	60%
Bouchey Financial Group Ltd	Typical $1.3M	$1.5B	1,190	41%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
IBEX Wealth Advisors, LLC	High $1.4M	$1.2B	869	46%
Albitz/Miloe and Associates, Inc.	Typical $1.2M	$810M	657	32%
Cornell Pochily Investment Advisors, Inc.	Typical $1.2M	$650M	549	36%
Magnus Financial Group LLC	High $1.9M	$2.2B	1,114	34%
Markowski Investments	Very Low $370K	$450M	1,227	10%
Everstar Asset Management, LLC	Very Low $200K	$220M	1,116	32%
MinichMacgregor Wealth Management, LLC	Low $730K	$660M	904	21%
Instrumental Wealth, LLC	Typical $870K	$490M	568	20%
CFS Investment Advisory Services LLC	High $1.5M	$1.8B	1,139	47%
Compass Capital Corporation	Low $480K	$650M	1,367	10%
Ashton Thomas Securities, LLC	Typical $810K	$1.9B	2,281	13%
MFA Wealth Advisors, LLC	Typical $750K	$600M	801	17%
Moldenhauer & Associates	Low $660K	$760M	1,152	20%
WNY Asset Management, LLC	Low $530K	$1.7B	3,234	12%
Beese Fulmer Private Wealth Management	Very High $2.3M	$1.9B	810	42%
FINANCIAL FOCUS LLC	Typical $930K	$540M	581	51%
Antolino Wealth Advisors	High $1.5M	$1.4B	944	20%
Oxinas Partners Wealth Management	Low $490K	$350M	708	12%
Discipline Wealth Solutions, Inc.	Very Low $370K	$710M	1,919	13%
Bluesphere Advisors LLC	Typical $1M	$500M	482	35%
Curran Wealth Management	High $2.1M	$770M	369	46%
Whitney & Company	High $2M	$1.5B	739	28%
South Street Advisors, LLC	Very High $6.2M	$770M	124	0%
Alden Capital	Very Low $320K	$810M	2,504	7%
Jay A. Fishman, Ltd	High $2.2M	$1.1B	501	49%
Silver Grove Advisory Services	Very Low $210K	$450M	2,146	3%
Patriot Investment Management Group Inc	Typical $1.1M	$1.6B	1,518	22%
Private Capital Advisors, Inc.	Very High $4.8M	$1.2B	256	30%
Siler Wealth Management	Very Low $280K	$180M	655	8%
Measured Risk Portfolios	Low $580K	$460M	793	21%
Resource Financial Group, Ltd.	Very High $2.4M	$620M	265	100%
American Financial Advisors Inc	High $1.6M	$1.3B	799	53%

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