AUM per client for Team firms serving clients in Pennsylvania

Team firms active in Pennsylvania 435 firms

Very Low $230K-$440K

Low $440K-$830K

Typical $830K-$1.2M

High $1.2M-$1.9M

Very High $1.9M-$4M

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

Median: $990K

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Firm	AUM/client	AUM	Clients	HNW client %
Seeds	Typical $1.1M	$1B	937	0%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%
Sgroi Wealth Advisory Group LLC	Very Low $180K	$1.4B	7,647	2%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Hoey Investments, Inc.	High $1.3M	$790M	589	31%
Absolute Capital Management, LLC	Very Low $220K	$370M	1,663	7%
Medallion Wealth Advisors, LLC	Very Low $200K	$500M	2,467	2%
Berkshire Asset Management, LLC	Typical $1M	$2.4B	2,322	100%
NewSquare Capital, LLC	Typical $1.1M	$2.3B	2,105	10%
MTM Financial Group, LLC	Very Low $230K	$770M	3,273	0%
Tanager Wealth Management	High $1.7M	$1.3B	801	45%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Ciccarelli Advisory Services Inc	Low $450K	$1.6B	3,553	15%
Nest Egg	Very Low $46K	$130M	2,819	0%
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%
Financial Management Strategies, Inc.	Very Low $330K	$620M	1,852	32%
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low $33K	$78M	2,334	0%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
Oasis Advisors	Very Low $54K	$270M	4,987	1%
DT Investment Partners, LLC	High $1.3M	$1.7B	1,296	24%
M Financial Asset Management, Inc.	Typical $1.2M	$1.2B	995	4%
McGowan & Co LLP	Very High $2.7M	$660M	240	78%
Stonecrop Wealth Advisors, LLC	Very Low $200K	$240M	1,185	39%
Traynor Capital Management	High $1.5M	$2.4B	1,590	26%
Stanley-Laman Group Ltd.	Very High $3.3M	$740M	225	89%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
Chancellor Financial Group WB LP	Very Low $180K	$230M	1,298	4%
Kennedy Investment Group	Low $610K	$630M	1,036	12%
Harvest Investment Consultants LLC	Low $510K	$520M	1,015	24%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Vantus Wealth	Very Low $320K	$310M	980	14%
Bruton Chisnell Advisors, LLC	Low $700K	$410M	577	32%
Nectarine	Very Low $0	$0	3,210	19%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Integrated Capital Management, Inc.	Very Low $170K	$150M	882	1%
IAM Advisory LLC	Very Low $430K	$690M	1,583	14%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Milestone Asset Management, LLC	Low $510K	$690M	1,347	75%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
The Retirement Guys Formula	Very Low $240K	$280M	1,152	3%
Jeppson Wealth Management, LLC	Low $750K	$740M	975	56%
Byrne Financial Freedom, LLC	Low $560K	$530M	956	40%
Fischer Financial Services Inc	Typical $960K	$590M	609	25%
Tower Bridge Advisors	High $1.8M	$1.4B	761	51%
Guardian Asset Advisors, LLC	Very Low $230K	$270M	1,196	8%
C2 Private WEalth	Typical $870K	$1.8B	2,056	25%
Stillwater Capital Advisors, LLC	Very High $2.3M	$1.3B	577	45%
Atwater Malick	Very High $1.9M	$550M	285	57%
Schorn Wealth	Low $520K	$370M	712	14%
Key Financial, Inc.	Very High $2M	$2.8B	1,409	49%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
Aurdan Capital Management, LLC	Typical $1.2M	$480M	410	28%
Purkiss Capital Advisors, LLC	Very High $2.1M	$840M	409	38%
Blackston Financial Advisory Group, LLC	Very Low $350K	$330M	940	7%
SevenBridge Financial Group, LLC	High $1.7M	$700M	401	35%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Alliance Financial	Very Low $400K	$260M	652	19%
Synergy Asset Management, LLC	Low $620K	$710M	1,153	18%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Jay A. Fishman, Ltd	Very High $2.2M	$1.1B	501	49%
Alexander Investment Services Co.	Very Low $390K	$480M	1,240	10%
Liberty Square Wealth Partners LLC	Typical $910K	$560M	620	23%
United Advisors America	Very Low $160K	$450M	2,809	2%
Cresap, Inc.	Low $560K	$340M	604	0%
Bluesphere Advisors LLC	Typical $1M	$500M	482	35%
Ballast Financial Advisors, LLC	Low $540K	$320M	602	20%
PW Nova Financial Services LLC	Typical $870K	$630M	721	19%
Discipline Wealth Solutions, Inc.	Very Low $370K	$710M	1,919	13%
Security Capital Management	Low $570K	$1.3B	2,357	26%
Beacon Bridge Wealth Partners, LLC	Low $600K	$420M	698	11%
Axiom Asset Management	High $1.5M	$890M	579	39%
LJI Wealth Management, LLC	Low $700K	$1B	1,490	16%
MFA Wealth Advisors, LLC	Low $750K	$600M	801	17%
CFS Investment Advisory Services LLC	High $1.5M	$1.8B	1,139	47%
Lone Peak Advisers	Very Low $140K	$130M	905	6%
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	Very High $1.9M	$2.2B	1,114	34%
SLP Wealth	Very Low $38K	$64M	1,657	1%
Elite Income Advisors, Inc.	Very Low $320K	$210M	657	29%
Kerr Wealth Management	Very Low $240K	$130M	543	24%
Alliance Wealth Advisors, LLC	Low $760K	$490M	648	9%
Sykon Capital LLC	Low $510K	$330M	647	60%
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%
Hapanowicz Financial	Low $810K	$520M	640	28%
Fitzwilliams Wealth Management Inc.	Very Low $190K	$120M	634	13%
Bill Few Associates, Inc.	Typical $910K	$2.7B	2,954	3%
Capstone Wealth Management Group, LLC	Low $670K	$350M	524	16%
WealthKare.com, Inc.	Very Low $170K	$130M	733	32%
Clearview Financial Partners	High $1.5M	$940M	627	56%
Capital A Wealth Management	Low $500K	$570M	1,143	12%
Galvin, Gaustad & Stein, LLC	High $1.6M	$1.3B	831	53%
Trebuchet Consulting, LLC	Very High $2.6M	$1.1B	410	54%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Innova Wealth Partners, LLC	Low $550K	$280M	508	27%
Valley Financial Group	Low $550K	$280M	508	14%
Aviso Wealth Management	Low $640K	$580M	913	17%
Pearson Financial Services	—	—	500	0%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
3Edge Asset Management, LP	Low $750K	$1.1B	1,489	24%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
DiNuzzo Private Wealth, Inc.	High $1.5M	$1.1B	779	44%
Hudock Capital Group	Typical $1.1M	$970M	876	30%
Allegheny Investments	Low $470K	$640M	1,360	13%
Three Cord True Wealth Management, LLC	Low $550K	$320M	577	44%
Invicta Advisors LLC	Very Low $250K	$290M	1,152	3%
Market Street Wealth Management	Low $790K	$840M	1,052	19%
Stark Wealth Management LLC	Low $490K	$230M	476	19%
Horizon Wealth Advisors	Very Low $400K	$230M	567	13%
Comprehensive Financial Planning, Inc.	Low $470K	$270M	566	19%
HCR Wealth Advisors	Very High $2.1M	$1.9B	937	45%
Presilium Private Wealth, LLC	High $1.8M	$670M	373	61%
Biondo Investment Advisors LLC	Typical $990K	$1.1B	1,108	24%
Marion Wealth Management	Typical $1.2M	$540M	456	36%
H Financial Management	Typical $1M	$560M	544	31%
Smith & Wyatt	Very Low $290K	$210M	724	5%
Common Cents Planning	Typical $1.1M	$500M	452	32%
Bare Wealth Advisors	Low $770K	$620M	813	30%
Managed Asset Portfolios, LLC	Low $560K	$910M	1,620	14%
O'Hagan Group, Inc.	High $1.4M	$1.2B	900	44%
Baldwin Investment Management, LLC	Very High $4.4M	$1.2B	268	59%
SyntheticFi LLC	High $1.6M	$990M	624	0%
TCP Asset Management, LLC	Low $530K	$1.2B	2,221	13%
Financial Freedom House	Very Low $290K	$150M	523	10%
IVC Wealth Advisors LLC	Typical $840K	$430M	518	17%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Brick & Kyle Associates Inc	Typical $1.2M	$490M	427	74%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Beam Wealth Advisors, Inc.	Low $630K	$1.4B	2,207	20%
Sound View Wealth Advisors Group, LLC	Very High $2.4M	$2.2B	927	49%
BDFS Capital LLC	Low $540K	$410M	756	10%
Aurora Private Wealth, INC.	Very Low $250K	$370M	1,508	5%
Regatta Capital Group, LLC	Typical $1.2M	$1.3B	1,088	43%
Oath Planning, LLC	Low $570K	$280M	502	12%
Smithbridge Asset Management, Inc.	High $1.5M	$750M	500	32%
Northeast Advisers, Inc.	High $1.3M	$430M	333	32%
Addison Capital	Very High $2.2M	$540M	249	55%
Fragasso Financial Advisors	High $1.3M	$2.7B	2,073	37%
Rodgers & Associates	High $1.6M	$1.6B	994	55%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Sentinel Asset Management, LLC	Very Low $130K	$63M	495	0%
Wealth Management Associates, Inc.	Low $720K	$660M	907	24%
Boldin Advisors	Very Low $0	$0	821	63%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
Old Port Advisors	Low $830K	$680M	816	26%
Horizon Financial	Low $700K	$510M	734	16%
Capitol Private Wealth Group LLC	Typical $990K	$560M	570	30%
Opal Wealth Advisors, LLC	High $1.5M	$1.1B	730	46%
Pekin Hardy Strauss, Inc.	Very High $2M	$1.5B	725	48%
Northstar Asset Management Company, LLC	Very High $4.1M	$660M	161	61%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
SWS Advisors, inc.	Very Low $110K	$60M	560	0%
Diversified, LLC	High $1.3M	$2.7B	1,982	42%
Thrive Wealth Management, LLC	High $1.8M	$1.6B	865	34%
Apollon Financial, LLC	Typical $1.2M	$1.4B	1,256	34%
Quattro Advisors L.L.C.	Typical $890K	$350M	392	50%
Osborne Partners	Very High $3.3M	$2.3B	704	61%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
Amplius Wealth Advisors	Very High $2.2M	$1.7B	775	52%
Milestone Financial Associates, LLC	Typical $1M	$630M	618	30%
Parallel Equity Advisors Ltd.	Very Low $120K	$45M	384	2%
WealthPlan Investment Management LLC	Typical $910K	$1.9B	2,068	18%
Navpoint Financial, Inc.	Very High $3.3M	$750M	229	82%
Cross Border Wealth, LLC	Very Low $420K	$220M	531	100%
Petredis Investment Advisors	Very High $3.2M	$1.7B	530	57%
Stewardship Advisors, LLC	Low $760K	$510M	674	22%
Baron Silver Stevens Financial Advisors, LLC	Very High $2M	$1.2B	598	73%
Hunter Associates LLC	Typical $1M	$1.2B	1,193	22%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Macro Advisors, Inc.	Low $530K	$360M	669	10%
KFA Private Wealth Group, LLC	Typical $990K	$810M	814	28%
OMNI 360 Wealth, Inc.	Typical $1.1M	$400M	370	23%
Cookson Peirce Wealth Management	High $1.4M	$2.2B	1,544	8%
Smallwood Wealth Management	Low $680K	$300M	441	25%
Bravias Financial	Low $480K	$210M	439	9%
Blue Bell Private Wealth Management, LLC	High $1.4M	$1.1B	804	26%
Quadrant Private Wealth Management, LLC	Very High $2.4M	$2.1B	875	45%
Sterling Investment Advisors Ltd.	Very High $2.4M	$1.1B	436	45%
The Kelly Group	Typical $960K	$1B	1,087	23%
Eagle Wealth Strategies	Typical $940K	$610M	648	23%
Wellfull	Typical $1M	$780M	784	37%
Sandbox Financial Partners, LLC	Typical $1.2M	$570M	498	55%
A Better Way Financial, LLC	Very Low $310K	$110M	354	4%
Meridian Wealth Partners, LLC	High $1.3M	$930M	707	43%
Henry H. Armstrong Associates, Inc.	Very High $8.6M	$1.2B	141	80%
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%
Capital Investment Advisors	Low $680K	$280M	417	19%
Compass Ion Advisors, LLC	High $1.2M	$1.5B	1,177	28%
MFG Investments, LLC	Very Low $430K	$150M	344	15%
Insight Advisors, LLC	Typical $870K	$780M	894	25%
Tiller Private Wealth, Inc.	Very High $2.1M	$720M	343	52%
UAS Asset Management	Typical $900K	$310M	342	47%
Turner Financial Group, Inc.	Very Low $400K	$220M	547	10%
Ethos Financial Group, LLC	Typical $970K	$1.7B	1,709	22%
Certior Financial Group, LLC	Typical $940K	$450M	476	35%
Stone House Investment Management, LLC	Low $720K	$830M	1,153	22%
Networth Advisors, LLC	Low $460K	$190M	405	14%
Samalin Wealth	Typical $900K	$480M	539	23%
Atlas Private Wealth Advisors	Low $710K	$860M	1,211	17%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Johnson & White Wealth Management LLC	Typical $950K	$440M	466	21%
Liberty Asset Management	Very Low $420K	$140M	328	8%
Brave Family Advisors	Very High $1.9M	$610M	327	28%
Asset One Wealth Management, LLC	Low $800K	$940M	1,170	24%
Blueprint Financial Advisors	Low $500K	$930M	1,883	2%
Financial Consulate	High $1.3M	$1.1B	844	39%
G&H Investments	Very High $2.6M	$330M	129	29%
Global Brokerage Services, Inc.	Very Low $360K	$140M	386	27%
Oaktree Advisors LLC	Low $720K	$280M	386	37%
Buttonwood Financial Advisors, Inc.	High $1.5M	$480M	321	47%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Northstar Financial Companies, Inc.	Typical $1M	$520M	507	22%
DWD Portfolio Solutions, Inc.	Low $780K	$250M	316	9%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
River Wealth Advisors LLC	High $1.6M	$1.4B	876	42%
Jemma Financial Services	Very Low $350K	$110M	312	24%
MRA Advisory Group	Low $720K	$360M	497	25%
McDermott Investment Advisors, LLC	Very Low $330K	$200M	618	78%
SmartPath Advisors	—	—	369	0%
Cypress Financial Planning	Typical $1.1M	$490M	427	25%
Ellsworth Advisors, LLC	High $1.6M	$1.4B	853	25%
Hoffman Capital Advisors LLC	Low $480K	$180M	365	13%
Grant Street Asset Management Inc	High $1.6M	$670M	425	40%
Preston Wealth Advisors, LLC.	Low $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%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
Embree Financial Group	High $1.6M	$1.3B	835	43%
Kitching Partners, LLC	Very High $5.4M	$650M	119	92%
Connors Investor Services Inc	High $1.5M	$870M	591	62%
City Center Advisors, LLC	Very Low $390K	$160M	413	13%
JMAC Enterprises LLC	Very High $3.6M	$640M	177	51%
Wealth Advisors Network, Inc.	Low $550K	$260M	472	22%
Thayer Partners LLC	High $1.2M	$440M	352	40%
BCR Financial Services, LLC	—	—	526	0%
Aptus Financial, LLC	—	—	634	0%
Godsey & Gibb Wealth Management	High $1.8M	$1.4B	747	59%
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%
Buckman Advisory Group LLC	Very Low $290K	$240M	844	30%
Transcendent Capital Group	Low $710K	$360M	506	14%
Sovereign Financial Group, Inc.	Low $830K	$1.1B	1,288	22%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Mission Creek Capital Partners, Inc.	High $1.4M	$700M	499	65%
Lewis Asset Management	High $1.4M	$380M	276	39%
Rodgers Brothers, Inc.	Very High $1.9M	$920M	495	46%
Henderson Brothers Financial Partners LLC	Very Low $390K	$400M	1,044	33%
Abundance Wealth Counselors, LLC	Very High $2.5M	$1.1B	439	48%
Oakbourne Advisors	Low $790K	$350M	437	22%
Morton Brown Family Wealth LLC	High $1.8M	$480M	272	46%
Fiat Wealth Management	Low $800K	$520M	647	20%
Covington Investment Advisors, Inc.	Very High $2.9M	$630M	215	34%
Eagle Financial Advisors, LLC	Very Low $230K	$100M	430	1%
Stonebridge Financial Group, LLC	High $1.3M	$1.6B	1,287	30%
Blackdiamond Wealth Management, LLC	Typical $1.1M	$400M	371	26%
Blue Rock Financial Group	Typical $980K	$260M	265	47%
Entrust Financial LLC	High $1.3M	$350M	264	34%
Turning Point Financial	Very Low $430K	$340M	784	13%
Thrive Capital Management, LLC	Typical $830K	$650M	783	25%
Invariant Investment Management	Low $550K	$170M	313	14%
Helium Advisors LLC	Low $830K	$220M	260	26%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Harvest investment Services, LLC	Very Low $410K	$620M	1,500	12%
Total Wealth Planning and Management, Inc.	Low $580K	$240M	412	16%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
United Wealth Management, LLC	High $1.6M	$410M	257	58%
Cordatus Wealth Management LLC	Very High $2M	$630M	308	66%
Lountzis Asset Management, LLC	Very High $3.9M	$600M	154	64%
Mckinley Carter Wealth Services, Inc.	High $1.8M	$2.2B	1,231	54%
Riggs Asset Management Co Inc	High $1.5M	$620M	410	35%
Brandywine oak Private Wealth LLC	Very High $3.1M	$1.6B	507	69%
Financial Coach	High $1.6M	$400M	253	32%
PSI Capital Management	Low $750K	$380M	503	19%
Carlson Investments	High $1.5M	$540M	350	31%
D.B. Root & Company, LLC	Typical $1.1M	$850M	743	13%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
Harvest Financial Advisors, LLC	High $1.5M	$670M	442	5%
Trubee Wealth Advisors, Inc.	Typical $1.2M	$830M	686	24%
Fort Sheridan Advisors LLC	Very High $2.5M	$960M	389	44%
Corda Investment Management, LLC	High $1.5M	$2B	1,359	42%
Ironview Capital Management, LLC	Very High $2.9M	$1.1B	386	80%
Mitchell Sinkler & Starr	Very High $7.3M	$1.8B	240	100%
Elevated Capital Advisors, LLC	Low $490K	$500M	1,006	13%
Lifeguide Financial Advisors, LLC	Low $720K	$550M	766	20%
Key Group Management, Inc.	Typical $890K	$300M	335	25%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Collective Family Office, LLC	Very High $3.7M	$520M	143	56%
Cornerstone Wealth Partners, LLC	Very Low $340K	$150M	429	0%
Westover Capital Advisors, LLC	Very High $2.4M	$560M	238	53%
Liberty One Wealth Advisors	Low $750K	$180M	236	11%
Bastion Fiduciary	Very Low $390K	$93M	235	0%
Bamboo Wealth Strategies	Typical $990K	$230M	229	37%
Singer Wealth Advisors LLC	Typical $840K	$750M	903	33%
Master's Wealth Management Inc.	Typical $1.1M	$450M	405	46%
True Wealth Design, LLC	High $1.3M	$490M	360	45%
IFS Group	Typical $900K	$240M	267	27%
Forthright Capital	Very Low $110K	$110M	978	1%
Passive Capital Management, LLC	Very High $2.1M	$830M	399	25%
EWA, LLC	Very High $1.9M	$750M	397	51%
Rigden Capital Strategies	Very Low $410K	$110M	263	13%
Ellis Investment Partners, LLC	Typical $1.1M	$890M	786	37%
TGS Financial Advisors	High $1.6M	$430M	259	39%
The Kocen Financial Group, Inc.	Low $820K	$170M	213	39%
Syndicated Capital, Inc.	Very Low $310K	$140M	465	6%
Edge Wealth Management, LLC	Very High $3.2M	$810M	252	52%
Prudent Management Associates	Very High $4.8M	$1B	210	75%
Clariti Wealth Advisors	Very High $3M	$750M	250	78%
Brooklyn FI, LLC	High $1.5M	$560M	373	19%
IBN Financial Services, Inc.	Very Low $150K	$75M	497	8%
RKL Private Wealth	Very High $2.2M	$2.1B	948	49%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
Guyasuta Investment Advisors, Incorporated	Very High $4.9M	$2.2B	451	69%
Diamond Client Group, LLC	Very Low $370K	$140M	367	49%
Wick Capital Partners, LLC	Very High $2.5M	$930M	367	66%
One Wealth Advisors, LLC	Very High $3M	$1.2B	406	61%
Paradigm Wealth Advisory LLC	Low $710K	$200M	280	23%
Pennsylvania Capital Management Inc.	Very High $4.1M	$820M	200	55%
Leigh Baldwin & Co., LLC	Very Low $390K	$260M	676	10%
Alterna Wealth Management, Inc.	Typical $860K	$990M	1,151	55%
GFG Solutions	Typical $970K	$310M	315	100%
Amicus Financial Advisors, LLC	Low $660K	$490M	748	16%
Valor Investments and Planning LLC	Very Low $380K	$90M	235	6%
Pacifica Capital Investments	Very High $3.8M	$600M	156	56%
Venator Management LLC	Very High $3.6M	$280M	78	83%
Collective Wealth Partners, LLC	Very Low $290K	$57M	194	8%
Kooman & Associates	High $1.7M	$530M	309	51%
Crusonia Wealth Advisors LLC	Very High $2.2M	$1.2B	540	60%
Radnor Capital Management, LLC	Very High $4.4M	$850M	192	42%
Verity Investment Partners	Very High $2.8M	$1.3B	459	58%
Concentus Wealth Advisors	Very High $3.1M	$1.1B	341	54%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Peak American Investment Advisors, Inc.	Very Low $310K	$130M	403	4%
FFT Wealth Management	Very High $32M	$2.3B	73	100%
Econologics Financial Advisors	Low $570K	$170M	291	54%
Montis Financial, LLC	Very High $2.2M	$1.3B	580	52%
Altfest Personal Wealth Management	Very High $2.6M	$1.8B	686	63%
Veery Capital, LLC	High $1.6M	$400M	252	35%
Weik Capital Management	High $1.3M	$240M	180	54%
RTD Financial Advisors Inc	Very High $2.5M	$1.8B	719	69%
Centura Wealth Advisory	Very High $2M	$1.2B	574	37%
Keenan Financial	Very Low $270K	$200M	751	6%
PTS Brokerage, LLC	Very Low $260K	$130M	495	0%
Almanack Investment Partners	High $1.8M	$710M	386	30%
Plum Street Advisors, LLC	Very High $2.4M	$430M	175	37%
Beacon Wealth Consultants, Inc.	Low $460K	$240M	522	5%
Conservest Capital Advisors Inc	Very High $6.8M	$1.9B	278	73%
Riversedge Advisors	Very High $2.2M	$830M	382	44%
Clark Asset Management, LLC	Very High $4.8M	$1.3B	275	97%
Black Knight Wealth Management, LLC	Typical $1.2M	$540M	444	19%
Oakwood Capital, Inc.	Very Low $430K	$260M	608	30%
Apforia	Very Low $270K	$98M	368	15%
OLIO Financial Planning	High $1.6M	$580M	368	42%
SC&H Wealth	High $1.8M	$1.2B	668	37%
McClarren Financial Advisors	High $1.7M	$450M	267	60%
Members Wealth LLC	High $1.7M	$280M	166	49%
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%
Centerview Wealth Advisors, LLC	Typical $870K	$140M	165	28%
Martin, Javan Von	Very High $29M	$950M	33	45%
JECohen & CO., LLC	Very Low $290K	$65M	224	14%
Hamilton-Bates Investment Research, Inc.	Very Low $240K	$61M	253	43%
Grey Fox Wealth Advisors, LLC	High $1.8M	$550M	311	38%
Integrated Wealth Solutions, LLC	Very Low $210K	$46M	217	8%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Chadds Ford Wealth Partners, LLC	Very High $18M	$1.1B	60	82%
Defining Wealth	Very Low $280K	$49M	178	31%
RMR Wealth Management	Typical $980K	$180M	178	19%
Roble, Belko and Company, Inc.	Very High $5.8M	$1.3B	233	64%
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%
Integrity Financial Advisors, LLC	Low $480K	$110M	230	10%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
Attleboro Wealth Management LLC	Typical $920K	$130M	140	52%
Chapin Davis Asset Management	Typical $1.2M	$630M	543	4%
1 St Discount Brokerage, Inc.	Low $590K	$130M	216	38%
Mclean Asset Management Corp.	Very High $1.9M	$920M	486	53%
Cabin Advisors, LLC	Low $490K	$180M	368	30%
Access Wealth	High $1.4M	$530M	363	33%
Sunpointe Investments	Very High $2.5M	$770M	309	55%
Next Capital Management LLC	Very High $6.6M	$1.7B	257	70%
Sharp Financial	Very High $2.6M	$460M	178	38%
WJL Financial Advisors	—	—	152	0%
Lansing Street Advisors	Very High $3.4M	$520M	150	46%
Hamel Associates, Inc.	Very High $4.3M	$520M	123	55%
Interchange Capital Partners	Very High $3.3M	$650M	196	44%
Northstar Asset Management, Inc.	Very High $3.8M	$640M	169	64%
ELCO Management Company, LLC	High $1.5M	$210M	144	58%
Amuni Financial, Inc.	Low $680K	$190M	283	21%
The Coury Firm	Very High $3.5M	$730M	206	57%
MDRN Capital	Low $600K	$340M	569	75%
Solyco Wealth LLC	Low $740K	$120M	158	21%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Clear Capital Management LP	Low $550K	$61M	112	15%
Fruitful	Very Low $72K	$25M	351	0%
Fort Point Capital Partners LLC	Very High $5.7M	$2.5B	431	80%
Forefront	Very Low $420K	$240M	572	18%
Summit Advisors, LLC	Low $720K	$74M	103	58%
LRI Investments	Very High $4M	$1.9B	477	45%
Vestech Asset Management Inc.	Very Low $360K	$100M	278	0%
Keener Financial Planning	Very High $2.4M	$460M	193	75%
PracticeCFO Investments	Low $800K	$170M	211	60%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
Gibraltar Wealth Management, LLC	Very High $2.3M	$210M	91	56%
Princeton Global Asset Management LLC	Very High $2.5M	$880M	356	47%
Wealth More Enterprise, Inc.	Very Low $1.1K	$100K	89	0%
Independence Capital Co., Inc.	Very Low $400K	$120M	300	7%
Blacktower Financial Management (US) LLC	Low $530K	$250M	479	7%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
GreenLeaf Financial Network, LLC	Low $620K	$120M	189	21%
MMA Asset Management LLC	Typical $1.2M	$330M	282	52%
Barton Investment Management, LLC	Very High $11M	$980M	93	78%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Neptune Wealth	Low $480K	$35M	73	25%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
Drexel Morgan & Co.	Very High $51M	$610M	12	100%
Equity Advisors, LLC	Very Low $330K	$36M	108	0%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Comprehensive Investment Management, LLC	Typical $1M	$57M	55	42%
Investment Research Corp	Very Low $310K	$51M	163	2%
DeRoy & Devereaux Private Investment Counsel, Inc.	Very High $15M	$1.8B	119	100%
Q3 Advisors, LLC	—	—	224	0%
Green Vista Asset Management LLC	Very Low $240K	$14M	58	28%
Atlas	Very High $3.2M	$150M	47	15%
Arx Private Wealth	Very High $4.8M	$110M	23	57%
CPC Financial Planning, Inc	—	—	18	0%
Sun Global LLC	Very Low $420K	$4.6M	11	45%
Advice Only	—	—	—	—
E. E. Powell & Company Inc.	—	—	—	—
Riverside Financial Advisors LLC	—	—	—	—

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