AUM per client for Team firms serving clients in Texas

Team firms active in Texas 2,799 firms

Very Low $220K-$490K

Low $490K-$860K

Typical $860K-$1.4M

High $1.4M-$2.3M

Very High $2.3M-$4.9M

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

Median: $1.1M

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Firm	AUM/client	AUM	Clients	HNW client %
Advice Only	—	—	—	—
Ascentis Asset Management, LLC	—	$0	—	—
Cohen Capital	—	$1.1B	1,457	—
E. E. Powell & Company Inc.	—	—	—	—
Ocean Path Advisors, LLC	—	—	—	—
Pathway Financial Solutions, Inc.	—	—	—	—
Riverside Financial Advisors LLC	—	—	—	—
TBG-Bedford Group LLC	—	—	—	—
Thirteen Twenty-Two Advisors	—	$140M	382	—
Williams Asset Management	—	$660M	433	—
Branson Fowkes Russell Inc.	High $1.6M	$1.6M	1	100%
JCP Investment Management, LLC	Very High $15M	$140M	9	100%
Maven Capital Partners, LLC	Very High $15M	$140M	9	56%
Sun Global LLC	Very Low $420K	$4.6M	11	45%
Inflection Capital Management, LLC	Very High $21M	$370M	17	100%
Ascend Interplay, LLC	Very High $21M	$390M	19	100%
Colomb Investment Management Company, LLC	Very Low $150K	$4.7M	32	0%
Total Alignment Wealth Advisors, LLC	—	—	28	100%
Lavaca Capital, LLC	Very High $19M	$390M	20	100%
Precise Investment Management, Inc.	Very High $4.7M	$190M	40	68%
First Western Securities, Inc.	High $1.5M	$42M	28	50%
Cynosure Portfolio Advisors LLC	Very Low $120K	$5.8M	48	0%
Partners Capital, LLC	Low $710K	$30M	42	36%
Better Pockets Financial	Very Low $200K	$7.4M	36	0%
Christensen Group Financial, LLC	Low $620K	$25M	40	38%
Service Academy Capital Management LLC	Very High $12M	$670M	56	71%
Market Gauge Asset Management	Very Low $440K	$18M	41	29%
Crescent Wealth Advisory, LLC	High $2M	$90M	46	52%
Saltbox Financial LLC	High $2M	$90M	46	57%
Hurley Investments, LLC	Low $540K	$30M	56	25%
Lexington Hill Partners, LLC	Very High $4.7M	$260M	56	95%
Atlas	Very High $3.2M	$150M	47	15%
Green Vista Asset Management LLC	Very Low $240K	$14M	58	28%
Paraklete Financial, Inc.	Very Low $0	$0	69	80%
Kingsbridge Wealth Management, Inc.	Very High $8.8M	$440M	50	90%
Doyenne Wealth Advisors	Very High $15M	$2B	132	98%
Elyxium Wealth LLC	Very High $16M	$820M	51	100%
Planrock Wealth Strategies, LLC	Typical $1.1M	$57M	51	31%
Xenith Financial Advisory Services, LLC	Very Low $130K	$6.9M	52	6%
Q3 Advisors, LLC	—	—	224	0%
7Two	Very High $3.2M	$170M	54	78%
DeRoy & Devereaux Private Investment Counsel, Inc.	Very High $15M	$1.8B	119	100%
Sierra Capital LLC	Very High $20M	$1.5B	76	100%
Investment Research Corp	Very Low $310K	$51M	163	2%
Parcion Private Wealth LLC	Very High $18M	$3B	165	64%
Solstein Capital, LLC	Very High $17M	$380M	22	64%
Regal Advisory Services, Inc.	Very Low $350K	$95M	269	17%
401k Generation	High $1.8M	$120M	68	7%
Prospero Wealth, LLC	Typical $1.1M	$90M	80	53%
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%
Martin Capital Advisors, LLP	High $2.2M	$180M	82	68%
Colorado Financial Service Corporation	Very Low $450K	$84M	188	100%
Acima Private Wealth LLC	Very High $7M	$410M	59	61%
Bespoke Investment Group, LLC	High $1.7M	$100M	59	76%
Bulltick Wealth Management, LLC	Very High $5.6M	$1.6B	280	71%
Generational Wealth Advisors	Very High $2.8M	$450M	159	62%
Barrett Capital Management,LLC	Low $740K	$48M	64	55%
57 West Capital Advisors, Inc.	Very Low $390K	$30M	78	14%
EPI Financial Group	Very Low $130K	$8.6M	65	0%
Avestar Capital, LLC	Very High $12M	$2B	170	84%
ACP Capital Management, LLC	High $1.9M	$220M	118	100%
Najarian Family Office, LLC	Typical $1.1M	$76M	66	38%
Anchyra Partners LLC	Very High $17M	$690M	40	100%
Financial Transparency	Typical $1.3M	$300M	227	23%
Crescent Advisor Group, Inc.	Typical $940K	$210M	228	16%
Harbour Capital Advisors, LLC	Very High $13M	$700M	55	100%
Fielder Capital Group LLC	Very High $9.1M	$1B	112	88%
Pacific Point Advisors, LLC	Very High $3.6M	$300M	84	90%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
AtCap Partners, LLC	Very Low $490K	$170M	342	56%
Four Quadrant Wealth Advisors, Inc.	High $2.2M	$220M	100	62%
AMC Wealth Management, LLC	Low $740K	$75M	101	0%
FCA Corp	Very High $2.6M	$450M	175	48%
American Elite Advisory	Very Low $270K	$19M	73	0%
Pacific Capital	Very High $9M	$660M	73	85%
Autumn Lane Advisors, LLC	Very High $13M	$770M	59	100%
Neil Jesani Wealth Management	High $2.1M	$150M	74	100%
ActiTrust Wealth Management LLC	Low $680K	$60M	89	25%
CSP Financial Group LLC	Very Low $380K	$120M	312	10%
MDX Wealth Management	Low $630K	$66M	105	0%
North Capital	Typical $1.4M	$270M	170	27%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
View Capital RIA, LP	Very High $13M	$1.7B	135	93%
Bull Harbor Capital LLC.	Low $840K	$350M	421	30%
Augustine Asset Management Inc	Very High $11M	$650M	61	100%
Banyan Tree Asset Management, LLC	Very High $20M	$930M	46	100%
Delos Capital Advisors	High $1.9M	$170M	92	64%
Ministry Partners Securities, LLC	Very Low $100K	$15M	123	34%
Barton Investment Management, LLC	Very High $11M	$980M	93	78%
Fidelis Capital	Very High $8.7M	$1.9B	218	80%
MMA Asset Management LLC	Typical $1.2M	$330M	282	52%
Leonard Investment Advisors Inc.	Low $840K	$93M	110	34%
GreenLeaf Financial Network, LLC	Low $620K	$120M	189	21%
Searle & Co.	Very High $5M	$630M	126	94%
Persium Advisors, LLC	Very High $2.5M	$390M	158	49%
Corus Family Wealth Advisors, Inc.	Very High $4.4M	$550M	127	55%
PCM Encore, LLC	Very High $13M	$1.6B	127	52%
Concordia Wealth Planning, LLC	Low $550K	$44M	80	19%
Values Added Financial	Very High $2.8M	$310M	112	66%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
Manchester Capital Management LLC	Very High $11M	$2.2B	211	73%
AWM Capital, LLC	Very High $3M	$1.4B	455	52%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
Lee Financial Company, LLC	Very High $3.8M	$1.6B	428	51%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Greenstone Belt Wealth Advisors, LLC	Very High $3.1M	$260M	83	88%
Laidlaw Wealth Management LLC	Typical $960K	$96M	100	27%
Seabridge Investment Advisors LLC	Very High $2.7M	$510M	185	66%
Revere Wealth Management LLC	Low $780K	$78M	101	4%
Allegiant Wealth Advisors, LLC	Very High $28M	$960M	34	100%
GAP Financial Services or GAP Financial	Typical $1.2M	$100M	85	72%
Blacktower Financial Management (US) LLC	Low $530K	$250M	479	7%
QM Advisors LLC	Low $700K	$110M	154	41%
Goodman Financial Corporation	Very High $3.1M	$860M	274	76%
Brownlee Wealth Management	Very High $3.7M	$320M	86	80%
Palisades Hudson Asset Management, L.P.	Very High $8.8M	$1.2B	138	70%
Empirikal Partners LLC	Low $500K	$87M	175	75%
McNally Financial Services Corporation	Very Low $190K	$27M	140	9%
Moment Private Wealth	Very High $3.4M	$360M	105	62%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Eight 31 Financial, LLC	Very High $7M	$490M	71	100%
Princeton Global Asset Management LLC	Very High $2.5M	$880M	356	47%
Wealth More Enterprise, Inc.	Very Low $1.1K	$100K	89	0%
Gambit Capital Management, LLC	High $1.5M	$170M	107	46%
Naples Global Advisors	Very High $6.8M	$1.9B	286	88%
Braypark Wealth Management	Very Low $440K	$40M	90	6%
Providence Capital	Very Low $340K	$30M	90	6%
Maslow Wealth Advisors	Very High $6.9M	$2.6B	381	82%
Gibraltar Wealth Management, LLC	High $2.3M	$210M	91	56%
Best Life Infinity, LLC	Very Low $440K	$48M	110	8%
CoastEdge Partners, LLC	Very High $12M	$1.6B	131	100%
Litvak Wealth, LLC	Very High $7.1M	$540M	75	77%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Highline Wealth Partners	High $2.3M	$720M	320	28%
Tillman Hartley LLC	Very High $11M	$640M	57	81%
PracticeCFO Investments	Low $800K	$170M	211	60%
Capital Ideas	Very High $2.7M	$260M	96	52%
Intelligent Capitalworks	Very High $3.8M	$360M	96	82%
Ascendor Wealth, LLC	Typical $1M	$140M	135	25%
Keener Financial Planning	Very High $2.4M	$460M	193	75%
Fire Capital Management, LLC	Very High $8.8M	$510M	58	57%
The Advisory Group of San Francisco, LLC	Very High $3.5M	$410M	116	73%
Spectrum Investment Advisors, Inc.	Typical $1.2M	$480M	407	51%
Life Line Wealth Management LLC	Very High $5.7M	$560M	97	52%
Mellig Group, LLC	Typical $1M	$100M	97	31%
Anderson Hoagland & Co	Very High $7M	$950M	136	82%
Marietta Investment Partners, LLC	Very High $4.5M	$620M	137	40%
MMBG Investment Advisors Co.	Very High $22M	$3B	137	99%
Morling Financial Advisors, LLC	Very High $2.8M	$930M	333	77%
Abbey Street	Very High $2.7M	$380M	138	64%
Trail Ridge Investment Advisors, LLC	High $1.5M	$240M	158	32%
TDC Capital Advisors, Inc.	High $1.6M	$160M	99	38%
Vestech Asset Management Inc.	Very Low $360K	$100M	278	0%
LRI Investments	Very High $4M	$1.9B	477	45%
Bitterroot Capital Advisors LLC	Very High $89M	$1.8B	20	100%
Evidence Wealth, LLC	Very Low $410K	$57M	140	10%
Financial Management, Inc.	Low $690K	$97M	140	19%
KFG, LLC	High $1.8M	$180M	100	54%
Miura Investment Advisors, Inc	High $2.1M	$380M	181	58%
Blue Line Capital	Typical $860K	$100M	121	20%
Brainvest Wealth Management LLC	Very High $2.9M	$290M	101	100%
Birch Hill Investment Advisors LLC	Very High $15M	$2.7B	182	93%
Family WMS, LLC	Very High $9.4M	$570M	61	64%
Consilium Wealth Advisory, LLC	Very High $3.5M	$360M	102	57%
Abacus Planning Group, Inc.	Very High $6.5M	$2B	307	83%
1834 Investment Advisors Co.	Very High $2.8M	$1B	369	57%
FI3 Financial Advisors, LLC	Very High $4.5M	$1.1B	246	74%
Boston Research and Management, Inc.	Very High $5.4M	$670M	124	71%
Noble Family Wealth	Very High $4.3M	$530M	124	54%
Targeted Wealth Solutions	Low $680K	$71M	104	23%
AAN Wealth Advisors LLC	Low $570K	$130M	229	25%
Legacy Investment Strategies, LLC	Low $660K	$110M	167	25%
Aletheian Wealth Advisors LLC	Very High $3.9M	$410M	105	66%
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	Very Low $420K	$240M	572	18%
Avisen Advisors, LLC	High $2M	$370M	191	48%
freeGulliver, LLC	Very High $3.1M	$530M	170	51%
Finec Asset Management	Low $740K	$95M	128	45%
Capital Creek Partners	Very High $6.8M	$730M	107	91%
Lynx Investment Advisory, LLC	Very High $4.2M	$900M	214	45%
Milestone Financial Planning, LLC	High $2.3M	$590M	257	70%
Fort Point Capital Partners LLC	Very High $5.7M	$2.5B	431	80%
Moss, Luse & Womble, LLC	Typical $950K	$450M	475	23%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
Naviter Wealth, LLC	Very High $5M	$1.5B	303	77%
WealthCare Financial Group, Inc.	Very Low $140K	$18M	130	0%
55 North Private Wealth	Very High $3.6M	$540M	152	67%
Old Peak Finance	Very High $4.1M	$710M	174	61%
Argonautica Private Wealth Management, Inc	Very High $4M	$440M	109	53%
Endeavor Advisors, LLC	Very High $3.2M	$560M	175	49%
Fruitful	Very Low $72K	$25M	351	0%
Black Coral Financial Advisors, LLC	Very High $5.7M	$500M	88	100%
Enclave Advisors, LLC	Very High $15M	$1B	66	86%
KDK Private Wealth Management	Very High $6.6M	$580M	88	72%
11 Financial	Very Low $250K	$33M	133	10%
Brand Asset Management Group, Inc.	Very High $3.2M	$1.1B	355	25%
Willis Johnson Wealth	Very High $3.2M	$1.8B	578	16%
Clear Capital Management LP	Low $550K	$61M	112	15%
Painted Porch Advisors LLC	High $1.9M	$560M	292	37%
Gannett Wealth Advisors	Low $660K	$89M	135	93%
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	High $2.3M	$460M	203	67%
Solyco Wealth LLC	Low $740K	$120M	158	21%
Summit Portfolio Management LLC	High $1.9M	$210M	113	50%
Pasadena Private Wealth, LLC	Very High $2.7M	$1.2B	432	59%
MDRN Capital	Low $600K	$340M	569	75%
Bland Garvey Wealth Advisors, LLC	High $2M	$230M	114	59%
Global Strategic NextGen OCIO	Very High $10M	$1.2B	114	81%
Gordian Wealth Advisors, LLC	Very High $4.3M	$490M	114	100%
Fairway Wealth Management LLC	Very High $9.3M	$3B	321	83%
Fiduciary Family Office, LLC	Very High $16M	$720M	46	100%
J.P. Marvel Wealth Management, Inc.	Very High $12M	$820M	69	68%
Sage Financial Advisors Inc.	High $2.3M	$270M	115	69%
Searcy Financial Services, Inc.	High $2.3M	$420M	185	56%
Lumiere Financial	Low $710K	$83M	116	16%
Xcelsior Advisor Partners LLC	Typical $1.3M	$450M	348	9%
Horizon Wealth	Typical $900K	$150M	163	47%
Acumen Wealth Advisors, LLC	High $1.9M	$540M	280	51%
Paradiem, LLC	Very High $3.4M	$470M	140	21%
Serenus Wealth Advisors, LLC	Very High $10M	$1.5B	141	87%
Wealthharbor Capital Group, LLC	Low $730K	$140M	188	31%
Amuni Financial, Inc.	Low $680K	$190M	283	21%
TLW Wealth Management, LLC	High $1.5M	$170M	118	29%
Sound Stewardship, LLC	High $1.5M	$280M	190	68%
BSW Wealth Partners	Very High $4.6M	$2.2B	476	69%
Lifetime Wealth Management P.C.	High $1.8M	$220M	119	55%
Monument wealth Management	Very High $2.5M	$530M	215	49%
Black Diamond Financial, LLC	Very High $3.4M	$1.1B	335	65%
Argentarii, LLC	Very High $3.4M	$410M	120	75%
ELCO Management Company, LLC	High $1.5M	$210M	144	58%
Avalan, LLC	High $1.6M	$430M	265	46%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
Goldbloom Wealth Management LLC	Low $690K	$100M	145	26%
camarda wealth advisory group	Typical $930K	$250M	266	33%
Solidarity Wealth, LLC	Very High $3.2M	$700M	218	80%
Laffer Tengler Investments, Inc.	Very High $2.4M	$580M	243	40%
Class VI Family Office, LLC	Very High $7.6M	$1.5B	195	76%
Salvus Wealth Management, LLC	High $1.6M	$310M	195	64%
Colman Knight Advisory Group, LLC	High $1.5M	$180M	122	42%
Signature Resources Capital Management, LLC	Low $780K	$290M	366	25%
Tushaus Wealth Management	Low $610K	$75M	122	27%
Interchange Capital Partners	Very High $3.3M	$650M	196	44%
Aegis Wealth	Very High $6M	$740M	123	83%
Hamel Associates, Inc.	Very High $4.3M	$520M	123	55%
Intercarolina Financial Services, Inc.	Very Low $320K	$85M	271	5%
Richard Brothers, Financial Advisors	Typical $1M	$180M	173	31%
Astoria Strategic Wealth, Inc.	Very High $2.7M	$480M	175	70%
AWM Financial Services Inc.	High $1.6M	$310M	200	21%
Bright Wealth Management, LLC	Typical $1.4M	$240M	175	33%
Jrm Investment Counsel.	Very High $3.9M	$290M	75	72%
SimplyRIA Advisor Network	Very Low $350K	$210M	602	8%
GenCap Portfolio Management	High $2.3M	$400M	176	68%
Integrated Investment Consultants, LLC	Very High $3M	$750M	252	57%
Saling Wealth Advisors	Very High $2.6M	$580M	227	52%
Strata Wealth Advisors, LLC	Very High $3.9M	$880M	227	67%
Boyum Wealth Architects LLC	Typical $1.3M	$420M	330	43%
CapSouth Wealth Management	Typical $1.3M	$440M	330	37%
Joss Brown Wealth Advisors	Typical $1.2M	$160M	127	54%
Private Wealth Asset Management	Very High $4.5M	$2.5B	559	73%
Sharp Financial	Very High $2.6M	$460M	178	38%
Ascent Advisors	Very Low $430K	$99M	230	13%
Francis Financial	Very High $3.1M	$800M	256	78%
Platform Wealth Advisors	High $1.9M	$490M	256	30%
Napier Financial	Very High $2.5M	$510M	205	52%
Eagle Rock Investment Company, LLC	Very High $7.2M	$560M	77	82%
Strategic Asset Management LLC	Typical $930K	$220M	231	32%
Stronghold Capital Partners LLC	Very Low $150K	$50M	334	0%
Next Capital Management LLC	Very High $6.6M	$1.7B	257	70%
Regent Peak Wealth Advisors, LLC	Very High $3.5M	$720M	206	68%
Sunpointe Investments	Very High $2.5M	$770M	309	55%
Bear Mountain Capital Inc.	High $1.6M	$360M	232	39%
Verum Partners LLC	Very High $2.4M	$880M	361	76%
Kera Capital Partners	Very High $3.8M	$1.2B	310	91%
Access Wealth	High $1.4M	$530M	363	33%
Chase Investment Counsel Corporation	Very High $2.8M	$370M	130	58%
Cloud Capital Management	High $2.3M	$300M	130	50%
Franklin, Parlapiano, Turner & Welch LLC	Very High $7.8M	$810M	104	100%
Global Investment Advisory	Very Low $390K	$72M	182	12%
Hill Island Financial LLC	Very High $2.7M	$570M	208	80%
Abel Hall, LLC	Very High $3.2M	$580M	183	38%
Hendershott Wealth Management, LLC	High $1.9M	$300M	157	46%
Optas, LLC	Very High $6.6M	$860M	131	63%
WMS Advisors, LLC	High $2.1M	$280M	131	42%
Altman Advisors	Very High $2.6M	$480M	184	57%
Blue Square Asset Management, LLC	High $2M	$370M	184	70%
Cabin Advisors, LLC	Low $490K	$180M	368	30%
Feltl Advisors	Very Low $390K	$160M	395	0%
Keeler Thomas Management LLC	High $2.3M	$300M	132	42%
Chief Advisors Corp	Very Low $380K	$71M	185	4%
Panoramic Capital Partners LLC	Very High $2.4M	$390M	159	64%
LotusGroup Advisors	High $1.5M	$280M	186	38%
Oasis Wealth Planning Advisors	High $1.5M	$280M	186	74%
Arnold and Mote Wealth Management	Typical $1.3M	$170M	133	40%
Kingstone Capital Partners Texas, LLC	Typical $970K	$180M	187	20%
Riverwater Partners LLC	Very High $3M	$480M	161	54%
1 St Discount Brokerage, Inc.	Low $590K	$130M	216	38%
BlueDoor Private Wealth, LLC	Very High $2.5M	$330M	135	50%
Hardy Reed, LLC	Very High $4.6M	$1.6B	351	58%
MBL Advisors	Very High $5.3M	$1.4B	270	90%
Mclean Asset Management Corp.	High $1.9M	$920M	486	53%
Mha Financial Corp	Low $720K	$97M	135	57%
The Lam Group, Inc.	Very High $9M	$490M	54	100%
Wealth Architects, LLC	Very High $5.5M	$2.4B	433	82%
Compass Capital Management Inc	Very High $5M	$1.9B	379	73%
Chequers Financial Management LLC	Very High $5.3M	$1.3B	244	100%
Freestate Advisors LLC	Low $740K	$180M	244	34%
Westshore Wealth	Very High $3.4M	$650M	190	91%
IronBridge Private Wealth, LLC	High $2.3M	$380M	163	45%
Portland Global Advisors LLC	Very High $3.8M	$1.1B	300	56%
Cordant Wealth Partners	High $2.3M	$370M	164	77%
Howard Financial Services, Ltd.	Very High $2.8M	$1.2B	410	63%
Solitude Financial Services, Inc.	High $2.2M	$360M	164	81%
Dutch Asset Corporation	Low $780K	$170M	219	27%
Fortitude Family Office	Very High $2.4M	$850M	356	88%
Aspirean Wealth, LLC	Typical $1.4M	$230M	165	45%
Parsonex Advisory Services, Inc.	Low $720K	$240M	330	18%
Sivia Capital Partners, LLC	Very High $23M	$1.2B	55	98%
Glassman Wealth Services, LLC	Very High $6.9M	$2.5B	359	84%
Oxler Private Wealth	Very High $4.8M	$540M	111	41%
Peak Asset Management, LLC	Very High $2.9M	$980M	333	65%
EverPar Advisors LLC	High $2.2M	$560M	250	56%
Waterway Wealth Management, L.L.C.	Very High $4.9M	$670M	139	89%
Narwhal Capital Management	Very High $2.9M	$960M	334	33%
Opes Wealth Management, LLC	High $2M	$820M	419	51%
Attleboro Wealth Management LLC	Typical $920K	$130M	140	52%
Global Financial Private Client	Very High $5.7M	$800M	140	68%
Signature Financial Services, Ltd	Low $710K	$240M	336	23%
White Knight Strategic Wealth Advisors, LLC	Typical $1.1M	$210M	196	24%
Gibraltar Capital Management, Inc.	High $2.2M	$1.1B	505	48%
Blue Barn Wealth	Typical $1.3M	$290M	226	20%
Brown, Lisle/Cummings, Inc.	High $2.1M	$480M	226	47%
Arcadia Investment Management Corp	Very High $7.6M	$650M	85	72%
Avise Financial	Typical $1M	$170M	170	28%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Ridgegate Advisors, LLC	Low $590K	$120M	199	14%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
Wilmington Capital Securities, LLC	High $1.6M	$270M	171	18%
Lasting Mark Retirement Group LLC	Very Low $330K	$86M	864	1%
Financial Advisory Corporation	High $2.3M	$600M	258	52%
Northstar Financial Planning, LLC	High $1.6M	$270M	172	53%
Operose Advisors LLC	Very High $3.6M	$1.5B	430	70%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Indivisible Partners	Very High $3M	$1.4B	460	58%
Integrity Financial Advisors, LLC	Very Low $480K	$110M	230	10%
Baron Wealth Management, LLC	Very High $5.8M	$840M	144	72%
Coats Financial Planning	Very Low $0	$0	144	83%
Register Financial Advisors, LLC	Typical $1.1M	$470M	433	31%
Portfolio Resources Advisor Group, Inc.	Very Low $320K	$100M	318	3%
Equita Financial Network, Inc.	Typical $900K	$390M	434	71%
Crew Capital Management, LTD.	Typical $1.2M	$240M	203	30%
Finamex Asset Management, LLC	Low $620K	$110M	174	20%
Guardian Wealth Management Inc.	Typical $1.2M	$170M	145	40%
Pointe Capital Management LLC	High $2.1M	$370M	174	51%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Roble, Belko and Company, Inc.	Very High $5.8M	$1.3B	233	64%
Argos Wealth Advisors LLC	Very High $4.2M	$990M	234	19%
Perennial	Very High $6.3M	$740M	117	95%
Sterling Wealth Management, Inc.	High $1.9M	$440M	234	56%
Adaptive Financial Consulting, LLC	High $1.6M	$280M	176	47%
Evermay Wealth Management, LLC	Very High $2.4M	$1.3B	558	42%
AMJ Financial Wealth Management LLC	Typical $1M	$480M	470	21%
Ballast Rock Private Wealth	High $1.6M	$380M	235	40%
SWBC Investment Company	Very Low $420K	$200M	470	17%
Alpha Capital Family Office, LLC	High $1.9M	$290M	147	56%
Elgethun Capital Management	Very High $3.5M	$1B	294	60%
FCG Investment Company	Typical $980K	$290M	294	17%
Laurel Wealth Planning	Very High $2.6M	$450M	177	73%
Paradigm Capital Management, Inc.	Very High $17M	$1B	59	100%
Ascension Capital Advisors, Inc.	Very High $3.2M	$660M	207	56%
Financial Life Advisors	High $1.7M	$360M	207	57%
Blue Ocean Capital	Very High $3.7M	$550M	148	57%
Greenbelt Investment Advisors, LLC	Typical $1M	$150M	148	26%
Defining Wealth	Very Low $280K	$49M	178	31%
Pendulum Wealth Partners	Typical $1M	$280M	267	38%
RMR Wealth Management	Typical $980K	$180M	178	19%
Monex Asset Management, Inc.	Low $660K	$330M	506	69%
SWS Partners, LLC	Very High $2.7M	$400M	149	60%
Haven Private	High $2.3M	$410M	179	50%
Intellectus Partners, LLC	Very High $8.4M	$1.5B	179	100%
Silverleafe Capital Partners, LLC	Very High $2.5M	$450M	179	49%
Assembly Wealth	High $1.6M	$340M	209	14%
Carnegie Lake Advisors LLC	High $1.8M	$390M	209	35%
The Sum	Very High $2.6M	$550M	209	76%
Activ8 Family Office LLC	Very High $5.1M	$1.5B	299	50%
Oakworth Asset Management, LLC	Typical $1.3M	$710M	539	31%
Argos Capital Partners, LLC	Very High $32M	$1.9B	60	100%
Cresta Advisors	High $1.6M	$330M	210	53%
Vann Equity Management LLC	Typical $1.1M	$210M	180	52%
Colliers Securities LLC	Very Low $340K	$270M	811	9%
West Ridge Advisors	Low $510K	$190M	361	15%
Attessa Capital LLC	Typical $1.4M	$340M	241	48%
Investment Partners Asset Management	Typical $1.1M	$280M	241	61%
Blue Zone Wealth Advisors, LLC	Very High $4.3M	$770M	181	57%
American Investors Co	Low $730K	$550M	755	25%
TPG Financial Advisors, LLC	High $1.7M	$900M	545	32%
Aerodigm Wealth LLC	Very High $5.8M	$1.2B	212	75%
Diastole Wealth Management	Typical $1.4M	$370M	273	32%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
OFG Financial Services, Inc.	Very Low $250K	$210M	850	0%
Crown Wealth Group LLC	High $1.7M	$420M	243	47%
Coker & Palmer	Low $520K	$110M	213	19%
Sargent Investment Group	Very High $3.5M	$1.4B	396	63%
Eastsound Capital Advisors, LLC	Low $830K	$200M	244	20%
JMF Capstone Wealth Management	High $1.9M	$410M	214	50%
Lauterbach Financial Advisors, LLC	High $1.5M	$540M	367	43%
Entasis Asset Management LLC	Typical $1.2M	$180M	153	31%
Foundry Financial LLC	Typical $1.3M	$230M	184	44%
Stiles Financial Services, Inc.	High $2M	$480M	246	42%
Camden Wealth Advisors LLC	High $2.3M	$350M	154	62%
Bluestem Financial Advisors, LLC	High $1.9M	$360M	185	81%
AIRE Advisors, LLC	Very High $2.8M	$940M	340	88%
Guardian Wealth Partners, LLC	Very Low $480K	$190M	402	7%
SlateStone Wealth LLC	Very High $2.6M	$1.5B	558	55%
Grey Fox Wealth Advisors, LLC	High $1.8M	$550M	311	38%
Wealth Foundations Partners, LLC	Very Low $300K	$94M	311	8%
Requisite Capital Management LLC	Very High $8.4M	$1.8B	218	88%
Integris Wealth Management, LLC	High $2.3M	$800M	344	67%
Saltmarsh Financial Advisors, LLC	High $1.6M	$350M	219	39%
Valtrion Capital Management, LLC	High $1.5M	$290M	188	24%
Elk River Wealth Management LLC	Very High $3.6M	$890M	251	56%
Flourish Wealth Management Inc.	Very High $2.9M	$450M	157	94%
Team Financial Strategies	Low $770K	$220M	283	25%
Strategic Advisory Services	Low $740K	$190M	252	15%
Connective Wealth Partners, LLC	Very Low $250K	$78M	316	2%
Hamilton-Bates Investment Research, Inc.	Very Low $240K	$61M	253	43%
Private Client Advisor Group, LLC	Low $580K	$110M	190	27%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Craft Wealth Services	Low $530K	$120M	222	15%
Sanderson Wealth Management, LLC	Very High $4.2M	$1.3B	318	74%
Kane Investment Management, Inc.	Typical $1.3M	$240M	191	17%
Inscription Capital, LLC	Very High $4.5M	$1.9B	414	34%
Arena Private Wealth	High $1.5M	$340M	223	71%
San Luis Wealth Advisors	Very High $2.6M	$570M	223	19%
Childress Capital Advisors, LLC	Very High $7.3M	$940M	128	95%
Indelible Wealth Group	Typical $970K	$150M	160	41%
JECohen & CO., LLC	Very Low $290K	$65M	224	14%
SJHL Financial Group	Very Low $450K	$170M	384	13%
Quantum Financial Advisors, LLC	Very High $3.3M	$1.5B	451	38%
Alaethes Wealth, LLC	Very High $5.2M	$510M	97	84%
Bay Capital Advisors, LLC	Typical $1.1M	$220M	194	41%
Mill Capital Management, LLC	Very High $8M	$780M	97	80%
Omnia Family Wealth, LLC	Very High $5M	$810M	162	57%
Sensible Money, LLC	High $2.3M	$740M	324	68%
BMSS Wesson Wealth Solutions	Very High $2.7M	$700M	260	71%

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