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 %
Seeds	Typical $1.1M	$1B	937	0%
Fagan Associates Inc	Low $510K	$910M	1,763	14%
Valicenti Advisory Services Inc	Typical $790K	$700M	880	59%
Estabrook Capital Management LLC	Typical $1.1M	$750M	697	21%
Sgroi Wealth Advisory Group LLC	Very Low $180K	$1.4B	7,647	2%
Public Advisors LLC	Very Low $4.2K	$19M	4,521	22%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Hollow Brook Wealth Management LLC	Very High $2.3M	$1.3B	549	84%
Kershner, Grosso & Co.	High $1.4M	$760M	525	19%
The Portfolio Strategy Group, LLC	Very High $5.1M	$2B	405	89%
Weber Asset Management, Inc.	High $1.6M	$650M	405	42%
Ridgecrest Wealth Partners, LLC	Typical $950K	$700M	739	78%
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%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Charles Pratt & Company, L.L.C.	High $2.2M	$670M	308	5%
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low $33K	$78M	2,334	0%
SYCAMORE FINANCIAL GROUP	Low $680K	$770M	1,136	16%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
Copley Financial Group, Inc.	Very Low $120K	$330M	2,690	0%
Levin Capital Strategies, L.P.	Very High $5.1M	$1.3B	250	53%
M Financial Asset Management, Inc.	Typical $1.2M	$1.2B	995	4%
Tamar Securities, LLC	Very Low $340K	$1.4B	4,198	5%
StraightLine	Low $490K	$1.2B	2,358	11%
Invictus Private Wealth, LLC	Very High $3.7M	$1.7B	461	59%
Traynor Capital Management	High $1.5M	$2.4B	1,590	26%
WestEnd Advisors, LLC	Low $430K	$1.7B	4,050	6%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
Rockline Wealth Management LLC	Typical $740K	$640M	861	39%
Materetsky Financial Group	Typical $870K	$710M	818	40%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Focused Wealth Management, Inc.	Low $580K	$1.3B	2,163	14%
Strategic Wealth Partners, Ltd.	Low $420K	$1.5B	3,646	28%
Reagan Companies Asset Management, Inc	Typical $1.2M	$900M	764	37%
NorthCape Wealth Management	Typical $1.2M	$670M	570	29%
Lipe & Dalton Investment Counsel	High $2M	$740M	376	100%
Orange Investment Advisors, Inc.	Typical $970K	$1.3B	1,307	28%
Grandfield & Dodd, LLC	Very High $2.9M	$2.2B	742	25%
HFR Wealth Management, LLC	High $1.4M	$510M	361	44%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Howard Capital Management Group, LLC	Very High $3.8M	$2B	528	63%
IAM Advisory LLC	Low $430K	$690M	1,583	14%
Prentice Wealth Management LLC	Low $540K	$550M	1,024	5%
Sterling Investment Counsel, LLC	Typical $1.1M	$980M	853	36%
Retirable	Very Low $140K	$300M	2,210	12%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Rogan & Associates	Low $480K	$710M	1,481	20%
Greenbush Financial Group, LLC	Low $560K	$360M	648	31%
Zoe Financial, Inc.	Very Low $180K	$280M	1,608	2%
Vision Retirement	Low $560K	$620M	1,106	41%
Sandhill Investment Management	Typical $1M	$2.1B	2,044	18%
Able Wealth Management LLC	Low $520K	$490M	937	21%
TLWM Financial	Low $470K	$580M	1,249	25%
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%
Matrix Asset Advisors Inc	High $1.6M	$940M	607	63%
Flynn Zito Capital Management, LLC	Low $710K	$730M	1,039	44%
Deltec Asset Management LLC	Very High $2.8M	$410M	148	83%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Drucker Wealth	Typical $1.1M	$770M	721	46%
J.W. Burns & Company, Inc.	High $1.5M	$880M	572	47%
Robertson Investment Management	Low $430K	$490M	1,138	67%
Opus Capital Management	High $2.2M	$910M	415	62%
Rockbridge Investment Management, LLC	Typical $890K	$1.4B	1,518	21%
Howe and Rusling, Inc.	High $2.1M	$2.3B	1,081	56%
Blackston Financial Advisory Group, LLC	Very Low $350K	$330M	940	7%
Atwood Financial Planning LLC	Very Low $17K	$16M	939	36%
American Financial Advisors Inc	High $1.6M	$1.3B	799	53%
Resource Financial Group, Ltd.	Very High $2.4M	$620M	265	100%
Measured Risk Portfolios	Low $580K	$460M	793	21%
Siler Wealth Management	Very Low $280K	$180M	655	8%
Private Capital Advisors, Inc.	Very High $4.8M	$1.2B	256	30%
Patriot Investment Management Group Inc	Typical $1.1M	$1.6B	1,518	22%
Silver Grove Advisory Services	Very Low $210K	$450M	2,146	3%
Jay A. Fishman, Ltd	High $2.2M	$1.1B	501	49%
Alden Capital	Very Low $320K	$810M	2,504	7%
South Street Advisors, LLC	Very High $6.2M	$770M	124	0%
Whitney & Company	High $2M	$1.5B	739	28%
Curran Wealth Management	High $2.1M	$770M	369	46%
Bluesphere Advisors LLC	Typical $1M	$500M	482	35%
Discipline Wealth Solutions, Inc.	Very Low $370K	$710M	1,919	13%
Antolino Wealth Advisors	High $1.5M	$1.4B	944	20%
Oxinas Partners Wealth Management	Low $490K	$350M	708	12%
FINANCIAL FOCUS LLC	Typical $930K	$540M	581	51%
Beese Fulmer Private Wealth Management	Very High $2.3M	$1.9B	810	42%
WNY Asset Management, LLC	Low $530K	$1.7B	3,234	12%
Moldenhauer & Associates	Low $660K	$760M	1,152	20%
MFA Wealth Advisors, LLC	Typical $750K	$600M	801	17%
Ashton Thomas Securities, LLC	Typical $810K	$1.9B	2,281	13%
Compass Capital Corporation	Low $480K	$650M	1,367	10%
CFS Investment Advisory Services LLC	High $1.5M	$1.8B	1,139	47%
Instrumental Wealth, LLC	Typical $870K	$490M	568	20%
MinichMacgregor Wealth Management, LLC	Low $730K	$660M	904	21%
Everstar Asset Management, LLC	Very Low $200K	$220M	1,116	32%
Markowski Investments	Very Low $370K	$450M	1,227	10%
Magnus Financial Group LLC	High $1.9M	$2.2B	1,114	34%
Cornell Pochily Investment Advisors, Inc.	Typical $1.2M	$650M	549	36%
Albitz/Miloe and Associates, Inc.	Typical $1.2M	$810M	657	32%
IBEX Wealth Advisors, LLC	High $1.4M	$1.2B	869	46%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
Bouchey Financial Group Ltd	Typical $1.3M	$1.5B	1,190	41%
Sykon Capital LLC	Low $510K	$330M	647	60%
Stratton Capital Investment Advisory LLC	Very Low $210K	$130M	643	9%
Payne Capital Management, LLC	High $1.3M	$1.3B	964	36%
Red Lighthouse Investment Management, LLC	Very High $5.3M	$560M	105	77%
American Capital Management Inc	Very High $3.7M	$1.2B	313	100%
Galvin, Gaustad & Stein, LLC	High $1.6M	$1.3B	831	53%
Note Advisors, LLC	Low $700K	$360M	518	10%
Silverlake Wealth Management LLC	Typical $790K	$810M	1,028	25%
Premier Wealth Advisors, LLC	Low $730K	$450M	614	41%
Steginsky Capital LLC	Very High $4.3M	$440M	102	55%
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%
Revere Asset	Typical $820K	$410M	500	21%
Creekmur Asset Management, LLC	Low $420K	$790M	1,897	12%
Snyder Wealth Group	Low $620K	$370M	599	9%
Capital Investment Services of America Inc	Typical $1.2M	$1.1B	898	29%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Empire Financial Management Company, LLC	Low $690K	$680M	982	75%
Madison Advisory Services, Inc.	Low $470K	$500M	1,080	19%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Lesko Securities Inc.	Low $610K	$710M	1,166	14%
Ogorek Wealth Management, LLC	Very High $2.4M	$450M	192	60%
Lebenthal Global Advisors, LLC	Very Low $360K	$860M	2,385	9%
The Wealth Alliance, LLC	High $1.7M	$1.9B	1,144	39%
Stark Wealth Management LLC	Low $490K	$230M	476	19%
Unison	Very High $20M	$1.9B	95	60%
WT Wealth Management, LLC	Very Low $360K	$410M	1,133	9%
Ascent Wealth Partners, LLC	Typical $1.3M	$1.3B	1,036	25%
West Branch Capital LLC	High $1.8M	$680M	372	46%
Warner Wealth	Low $600K	$440M	739	45%
Holistic Wealth Advisors	Low $430K	$270M	642	18%
United Asset Strategies Inc.	Typical $1.2M	$1.9B	1,553	32%
Compass Advisors	Typical $1.2M	$420M	361	34%
Fusion Family Wealth, LLC	Very High $3.8M	$1.4B	359	56%
O'Keefe Stevens Advisory, Inc.	High $1.6M	$590M	357	44%
SyntheticFi LLC	High $1.6M	$990M	624	0%
Seasons of Advice Wealth Management	High $1.4M	$1.2B	891	41%
Shulman Demeo Asset Management, LLC	Very High $2.3M	$820M	356	49%
Dock Street Asset Management Inc.	Very High $6.1M	$1.1B	177	51%
King Wealth Management Group, LLC	High $1.5M	$1B	708	35%
Arrowroot family office, LLC	Very Low $290K	$410M	1,413	42%
Seneca Financial Advisors LLC	Very High $2.3M	$820M	353	45%
Level Financial Advisors, Inc.	Typical $1.2M	$860M	705	34%
Matauro, LLC	Typical $1.2M	$1B	876	40%
HIGH FALLS ADVISORS, Inc.	Typical $870K	$690M	784	27%
Platform Technology Partners	High $1.4M	$1.2B	871	39%
Draper Asset Management, LLC	Very Low $370K	$190M	522	11%
ARS Investment Partners, LLC	Very High $5.8M	$2B	346	63%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Frisch Financial Group, Inc.	High $1.5M	$920M	601	60%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Beam Wealth Advisors, Inc.	Low $630K	$1.4B	2,207	20%
Quad-Cities Investment Group, LLC	Low $600K	$360M	593	23%
Aurora Private Wealth, INC.	Very Low $250K	$370M	1,508	5%
Oath Planning, LLC	Low $570K	$280M	502	12%
Strategic Wealth Management Group	Very High $2.4M	$800M	332	47%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Wealthshield Partners, LLC	Typical $1.1M	$1.2B	1,156	25%
AlbanyAdvisor Group LLC	Low $740K	$300M	409	17%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Horizon Financial	Low $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%
Opal Wealth Advisors, LLC	High $1.5M	$1.1B	730	46%
Ameraudi Asset Management, Inc.	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%
Neville, Rodie & Shaw Inc	Very High $5.6M	$1.8B	320	69%
Chemistry Wealth Management LLC	Very High $2.3M	$1.3B	558	59%
Brighton Securities Corp.	Low $510K	$900M	1,753	21%
Bridgewater Asset Management LLC	Typical $860K	$340M	396	42%
Ruggiero Investments	Very Low $300K	$120M	392	7%
Onyx Bridge Wealth Group LLC	Low $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%
National Wealth Management Group, LLC	Very Low $400K	$530M	1,308	10%
The Marshall Financial Group LLC	Low $680K	$670M	994	17%
Great Hill Capital, LLC	Very High $13M	$1B	76	100%
Cross Border Wealth, LLC	Low $420K	$220M	531	100%
Kickstand Wealth Advisors	High $1.7M	$620M	376	57%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
Peregrine Asset Advisers, Inc.	High $1.3M	$580M	441	12%
Smallwood Wealth Management	Low $680K	$300M	441	25%
Post Resch Tallon Group	Typical $770K	$340M	440	31%
Lazari Capital Management, Inc.	Low $690K	$500M	731	17%
Elevage Partners, LLC	Low $420K	$150M	365	6%
SteadTrust	Typical $920K	$600M	651	24%
Oliver Luxxe Assets LLC	High $1.9M	$830M	432	78%
Landmark Wealth Management	Very High $2.3M	$650M	287	61%
First Long Island Investors, LLC	Very High $2.4M	$1.2B	495	66%
Primoris Wealth Advisors, LLC	Low $520K	$220M	424	20%
Pension & Wealth Management Advisors	Typical $920K	$460M	493	21%
Cornerstone Professional Advisor Services, LLC	Very Low $280K	$99M	352	7%
Sustainable Advisors Alliance LLC	Low $410K	$230M	559	17%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Masterworks Advisers, LLC	Very Low $7.7K	$8.1M	1,045	26%
Darwin Wealth Management	Low $740K	$610M	835	19%
Round Rock Advisors LLC	Typical $1.2M	$730M	622	32%
SP Asset Management LLC	Very High $8.9M	$1.8B	207	100%
Sandy Cove Advisors, LLC	Very High $2.5M	$680M	275	75%
Tiller Private Wealth, Inc.	High $2.1M	$720M	343	52%
Williamson Legacy Group, LLC	Low $530K	$180M	343	15%
UAS Asset Management	Typical $900K	$310M	342	47%
Turner Financial Group, Inc.	Very Low $400K	$220M	547	10%
Wellington Shields Capital Management, LLC	High $1.6M	$880M	544	50%
Stone House Investment Management, LLC	Low $720K	$830M	1,153	22%
Shikiar Asset Management Inc	Very High $3.8M	$520M	135	100%
Samalin Wealth	Typical $900K	$480M	539	23%
Proxy Wealth Advisors LLC	Very Low $120K	$74M	605	2%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
Maridea Wealth Management	Low $610K	$930M	1,530	47%
Rise Advisors, LLC	Typical $800K	$370M	464	23%
Armbruster Capital Management, Inc.	High $1.9M	$900M	462	56%
Brave Family Advisors	High $1.9M	$610M	327	28%
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%
Warren Street Wealth Advisors, LLC	Typical $1.2M	$550M	449	37%
5C Capital Management, LLC	Typical $1.2M	$630M	511	32%
Uniting Wealth Partners	Typical $960K	$800M	830	78%
Headland Capital	Typical $820K	$520M	637	18%
GoalVest Advisory LLC	High $1.5M	$640M	443	47%
Abundo Wealth	—	—	695	0%
The Northstar Group, Inc.	Very High $3.9M	$990M	252	79%
Liberty Wealth Management, LLC	Typical $1.1M	$1.7B	1,510	66%
Bright Futures Wealth Management, LLC	Very Low $330K	$290M	879	12%
Whitwell Advisors	Very Low $320K	$100M	312	18%
MRA Advisory Group	Low $720K	$360M	497	25%
Next Level Private LLC	High $1.5M	$1.2B	799	29%
Pathway Partners Wealth Advisors, LLC	Very Low $220K	$79M	367	16%
Granite Group Advisors, LLC	Very High $3.2M	$390M	122	100%
Stevens Capital Partners	Typical $930K	$510M	547	8%
Kimelman & Baird, LLC	Very High $5.7M	$1.4B	242	47%
Prentiss Smith & Company, Inc.	High $1.4M	$410M	300	3%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
American Investment Services Inc	High $1.9M	$670M	359	44%
Woodstock Wealth Management, Inc.	Low $430K	$660M	1,554	7%
4Thought Financial Group Inc.	Low $580K	$170M	297	0%
Kilter Group	Low $670K	$280M	413	29%
Momentum Advisors	Typical $990K	$350M	354	38%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
EQ Wealth Management	High $1.8M	$940M	525	70%
Investor FAN	Typical $900K	$790M	874	27%
Dopkins Wealth Management, LLC	Very High $2.4M	$680M	289	48%
Prospect Financial Services LLC	Low $630K	$330M	520	14%
Aptus Financial, LLC	—	—	634	0%
Cooper/Haims Advisors, LLC	High $2.2M	$1.1B	518	56%
ARCH Global Advisors, LLC	Low $490K	$200M	402	33%
Eckman Wealth Management, LLC	Very Low $260K	$74M	286	0%
Oak Grove Capital, LLC	Very High $7.2M	$820M	114	75%
Cornerstone Planning Group	Low $640K	$770M	1,192	19%
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%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Gagnon Securities, LLC	Low $450K	$470M	1,058	3%
Rodgers Brothers, Inc.	High $1.9M	$920M	495	46%
LVW Advisors, LLC	Very High $3.3M	$1.6B	493	50%
Continuum Wealth Advisors, LLC	Typical $1M	$340M	328	32%
Ashworth Wealth, LLC	Typical $1M	$280M	270	29%
LifeGoal Investments, LLC	Typical $1.2M	$320M	270	85%
Westco Advisory Services, Inc.	Typical $780K	$250M	323	24%
NobleBridge Wealth	Low $580K	$210M	372	15%
Blackdiamond Wealth Management, LLC	Typical $1.1M	$400M	371	26%
East End Financial Group, Inc.	High $1.6M	$520M	318	47%
Baldwin Wealth Partners, LLC	Very High $2.9M	$2.1B	738	50%
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%
Hudson Advisor Services, Inc.	Typical $1.2M	$300M	259	54%
TKC Wealth Management LLC	Very Low $310K	$79M	259	75%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Birchbrook	Typical $910K	$280M	310	37%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
Lountzis Asset Management, LLC	Very High $3.9M	$600M	154	64%
Ashford Advisors, LLC	Very High $16M	$810M	51	100%
Precision Financial Services	Typical $810K	$410M	509	22%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Renaissance Investment Group, LLC	Very High $2.6M	$650M	254	52%
Strategic Financial Services	High $1.6M	$2B	1,216	41%
Private Wealth Partners, LLC	Very High $7.2M	$1.8B	253	74%
Waterford Advisors, LLC	Typical $1.1M	$400M	351	40%
Carlson Investments	High $1.5M	$540M	350	31%
Circle Advisers Inc	Very High $2.5M	$850M	348	100%
Berman McAleer	Very High $2.7M	$1.7B	646	59%
Parsons Capital Management Inc	Very High $3.1M	$2.2B	695	55%
Quint Investments and Insurance	Very Low $240K	$94M	397	3%
NerdWallet Wealth Partners, LLC	Very Low $380K	$260M	694	7%
Millstone Financial Group	Very Low $350K	$100M	297	23%
Soulence Wealth Management	Very Low $240K	$95M	393	5%
Trivium Point Advisory, LLC	High $1.8M	$1.4B	786	41%
Trubee Wealth Advisors, Inc.	Typical $1.2M	$830M	686	24%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
Evolve Private Wealth, LLC	Very High $3.2M	$2.1B	679	27%
WealthEdge Investment Advisors, LLC	High $1.4M	$400M	290	34%
Rialto Wealth Management	High $1.8M	$590M	338	43%
Blue Jean Financial LLC	Very Low $350K	$130M	385	8%
Del-Sette Capital Management, LLC	Typical $800K	$190M	240	23%
Trevián Wealth Management, LLC	Very High $5.3M	$510M	96	84%
Key Group Management, Inc.	Typical $890K	$300M	335	25%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Cornerstone Wealth Partners, LLC	Very Low $340K	$150M	429	0%
Hill Investment Group	Very High $2.9M	$1.1B	380	55%
Walkner Condon Financial Advisors LLC	Typical $1.3M	$1B	799	41%
Landmark Wealth Management, LLC	High $1.5M	$420M	280	49%
Brasil Plural Investment Advisor LLC	Very Low $260K	$97M	373	5%
Stansberry Asset Management, LLC	High $1.3M	$1.3B	975	59%
R & R Financial Planners, Inc.	Very Low $260K	$60M	232	42%
Point Windward Advisors, Inc.	High $1.3M	$360M	278	17%
Third View Private Wealth	Very High $3.6M	$1.2B	322	57%
Tortoise Investment Management, LLC	Very High $4.1M	$2.1B	504	71%
The Retirement Solution LLC	Typical $850K	$700M	823	39%
Transatlantique Private Wealth LLC	High $2.1M	$860M	411	84%
Bridgewater Advisors Inc.	Very High $4.2M	$2.5B	589	62%
Commons Capital, LLC	High $1.4M	$310M	226	71%
Singer Wealth Advisors LLC	Typical $840K	$750M	903	33%
Financial Alternatives, Inc.	Very High $2.3M	$610M	269	55%
Hohimer Wealth Management, LLC	High $2.1M	$1.1B	535	33%
Forthright Capital	Very Low $110K	$110M	978	1%
First American Asset Advisory, LLC	Low $720K	$190M	266	100%
Passive Capital Management, LLC	High $2.1M	$830M	399	25%
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%
Paragon Capital Management LLC	High $2.1M	$740M	350	62%
Gould Asset Management LLC	Very High $2.8M	$990M	349	66%
John G. Ullman & Associates, Inc	High $1.5M	$1.5B	992	33%
Vizcaya Capital, LLC	High $1.8M	$620M	345	100%
High Probability Advisors, LLC	Very High $2.6M	$890M	344	44%
Herold Advisors, Inc.	Typical $920K	$510M	557	21%
Black Swift Group, LLC	High $1.6M	$600M	382	39%
Twin Peaks Wealth Advisors	High $1.3M	$570M	422	46%
Capstone Wealth Management Group, LLC	Typical $900K	$270M	295	28%
Edge Wealth Management, LLC	Very High $3.2M	$810M	252	52%
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%
Greenwood Capital Associates, LLC	High $1.5M	$1B	660	12%
Consilio Wealth Advisors, LLC	High $1.9M	$560M	288	69%
Clean Yield Asset Management	High $2.2M	$550M	246	63%
Satovsky Asset Management LLC	Very High $4.6M	$930M	205	73%
Activest Wealth Management, LLC	Very High $2.8M	$1.5B	530	57%
Castle Wealth Management	High $1.7M	$420M	242	42%
Nasdaq Dorsey Wright	Low $520K	$420M	806	59%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
Parkwoods Wealth Partners, LLC	Typical $1.2M	$890M	717	33%
CFM Advisors Inc	Typical $940K	$190M	199	7%
Leigh Baldwin & Co., LLC	Very Low $390K	$260M	676	10%
Alterna Wealth Management, Inc.	Typical $860K	$990M	1,151	55%
Fogel Capital Management Inc	High $1.7M	$410M	238	45%
Veris Wealth Partners, LLC	Very High $7.3M	$2.3B	316	76%
DST Wealth Management LLC	Very High $2.7M	$530M	197	25%
Ellevest	Very High $2.3M	$1.1B	471	79%
Wilkins Investment Counsel, Inc	Very High $5.2M	$1B	196	90%
Collective Wealth Partners, LLC	Very Low $290K	$57M	194	8%
FLFS Advisory LLC	Typical $790K	$150M	194	18%
Merit Financial Partners LLC	High $1.6M	$310M	193	52%
Nova Wealth Management, Inc.	Typical $920K	$250M	268	24%
Alpha Zero LLC	Low $610K	$260M	421	21%
Wallington Asset Management	Very High $3.7M	$1.1B	306	64%
Flower City Capital LLC	High $1.8M	$410M	227	50%
Skybound Wealth USA	Low $490K	$170M	339	14%
Flagstar Advisors, Inc.	Low $640K	$640M	1,004	34%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
Manhattan West Asset Management, LLC	High $1.9M	$620M	331	45%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Cherry Tree Wealth Management, LLC	High $2.2M	$630M	293	9%
MYeCFO	High $1.4M	$260M	183	17%
Econologics Financial Advisors	Low $570K	$170M	291	54%
Imperity Wealth Alliance LLC	Very Low $370K	$140M	363	7%
Rose Capital Advisors, LLC	High $1.7M	$600M	363	64%
Altfest Personal Wealth Management	Very High $2.6M	$1.8B	686	63%
MPWM Advisory Solutions LLC	Low $540K	$310M	573	13%
Keenan Financial	Very Low $270K	$200M	751	6%
PTS Brokerage, LLC	Very Low $260K	$130M	495	0%
Hurwitz Associates, Inc.	Low $430K	$75M	176	15%
The L. Warner Companies, Inc	High $2.1M	$750M	352	51%
Plum Street Advisors, LLC	Very High $2.4M	$430M	175	37%
Beacon Wealth Consultants, Inc.	Low $460K	$240M	522	5%
Sheets Smith Wealth Management	Very High $3.3M	$1.2B	382	46%
Riskbridge Advisors, LLC	High $1.6M	$440M	277	21%
Clark Asset Management, LLC	Very High $4.8M	$1.3B	275	97%
Weatherly Asset Management	Very High $4.4M	$1.6B	371	76%
Burns Matteson Capital Management, LLC	High $2M	$400M	199	40%
Legacy Edge Advisors	Very High $2.3M	$1.2B	530	83%
Innovative Advisory Group	Low $640K	$190M	298	9%
Orca Investment Management, LLC	Low $570K	$210M	359	11%
LifeInvest Wealth Management, LTD	Typical $1.2M	$300M	260	20%
&wealth Partners	Very High $4.1M	$390M	96	73%
Inscription Capital, LLC	Very High $4.5M	$1.9B	414	34%
Sanderson Wealth Management, LLC	Very High $4.2M	$1.3B	318	74%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Connective Wealth Partners, LLC	Very Low $250K	$78M	316	2%
Empirical Research Partners LLC	—	—	562	0%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
AIRE Advisors, LLC	Very High $2.8M	$940M	340	88%
Diastole Wealth Management	High $1.4M	$370M	273	32%
Aerodigm Wealth LLC	Very High $5.8M	$1.2B	212	75%
Investment Partners Asset Management	Typical $1.1M	$280M	241	61%
RMR Wealth Management	Typical $980K	$180M	178	19%
Paradigm Capital Management, Inc.	Very High $17M	$1B	59	100%
Perennial	Very High $6.3M	$740M	117	95%
Equinum, LLC	High $2M	$290M	146	63%
Wellington Shields & Co., LLC	Typical $860K	$500M	580	28%
Equita Financial Network, Inc.	Typical $900K	$390M	434	71%
Portfolio Resources Advisor Group, Inc.	Very Low $320K	$100M	318	3%
Indivisible Partners	Very High $3M	$1.4B	460	58%
Innovative Asset Advisors Group	Typical $800K	$300M	373	17%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
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%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
Avise Financial	Typical $1M	$170M	170	28%
Oxler Private Wealth	Very High $4.8M	$540M	111	41%
Snowwater Investment Partners, LLC	Very High $15M	$850M	55	100%
Dutch Asset Corporation	Typical $780K	$170M	219	27%
Chapin Davis Asset Management	Typical $1.2M	$630M	543	4%
Chequers Financial Management LLC	Very High $5.3M	$1.3B	244	100%
Belzberg & Co.	Very High $40M	$1.1B	27	100%
Mha Financial Corp	Low $720K	$97M	135	57%
LotusGroup Advisors	High $1.5M	$280M	186	38%
Blue Square Asset Management, LLC	High $2M	$370M	184	70%
Overbrook Management Corporation	Very High $5.6M	$580M	105	100%
Geremia Financial Services, LLC	Typical $1M	$130M	130	24%
Verum Partners LLC	Very High $2.4M	$880M	361	76%
Next Capital Management LLC	Very High $6.6M	$1.7B	257	70%
Stronghold Capital Partners LLC	Very Low $150K	$50M	334	0%
Francis Financial	Very High $3.1M	$800M	256	78%
WJL Financial Advisors	—	—	152	0%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
Salvus Wealth Management, LLC	High $1.6M	$310M	195	64%
Northstar Asset Management, Inc.	Very High $3.8M	$640M	169	64%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
ELCO Management Company, LLC	High $1.5M	$210M	144	58%
Monument wealth Management	Very High $2.5M	$530M	215	49%
Serenus Wealth Advisors, LLC	Very High $10M	$1.5B	141	87%
Capital City Asset Management Group, LLC	Very Low $300K	$79M	258	22%
Paradiem, LLC	Very High $3.4M	$470M	140	21%
Lumiere Financial	Low $710K	$83M	116	16%

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