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 %
Market Street Wealth Management Advisors, LLC	High $1.8M	$760M	422	47%
Total Clarity Wealth Management, Inc	Low $730K	$750M	1,032	25%
Second Line Capital, LLC	Low $590K	$670M	1,127	25%
3Chopt Investment Partners LLC	Very High $3.8M	$890M	235	61%
Autumn Glory Partners, LLC	Very High $13M	$600M	47	74%
Bastion Fiduciary	Very Low $390K	$93M	235	0%
Catalina Capital Group, LLC	High $2.1M	$400M	188	59%
EdgeRock Wealth Management	Typical $1M	$560M	564	28%
Scholar Financial Advising, LLC	Very Low $0	$0	235	57%
TRADEway	Very Low $150K	$89M	611	2%
Walkner Condon Financial Advisors LLC	Typical $1.3M	$1B	799	41%
Promontory Financial Planning, LLC	Low $560K	$320M	565	12%
Secure Investment Management, LLC	Very Low $46K	$43M	942	0%
Fortress Financial Group, LLC	Typical $1.1M	$350M	330	28%
Cascade Financial Partners, LLC	Very High $4.9M	$1.4B	283	71%
Elevation Wealth Partners, LLC	High $2.3M	$650M	283	55%
Hopwood Financial Services, Inc.	Very High $2.6M	$740M	283	60%
Omnistar Financial Group, Inc.	Typical $940K	$220M	236	33%
AZA Capital Management	Typical $930K	$310M	331	32%
Midwest Professional Planners, Ltd.	Typical $880K	$630M	710	37%
Alliance Advisory & Securities, LLC	Typical $1M	$680M	663	34%
Sentinel Advisory Group, LLC	Low $850K	$320M	379	25%
MKD Wealth	High $2.1M	$500M	237	51%
Ferguson Shapiro LLC	Typical $1.2M	$410M	332	42%
Ironoak Wealth	Low $490K	$160M	332	87%
LeConte Wealth Management, LLC	Typical $1M	$350M	332	23%
Covenant Wealth Advisors	High $1.7M	$910M	522	54%
SGL Investment Advisors, Inc.	Very Low $480K	$340M	712	14%
Hill Investment Group	Very High $2.9M	$1.1B	380	55%
Visionary Horizons, LLC	Low $550K	$370M	666	15%
Azzendo Wealth Advisors	Typical $1.2M	$290M	238	32%
Willow Creek Financial	High $2.2M	$520M	238	65%
Brasada Capital Management, LP	High $1.7M	$630M	381	48%
Bell Investment Advisors Inc	High $1.7M	$720M	429	59%
Collective Family Office, LLC	Very High $3.7M	$520M	143	56%
Cornerstone Wealth Partners, LLC	Very Low $340K	$150M	429	0%
Hurlow Wealth Management Group, Inc.	High $1.4M	$680M	477	47%
River Street Advisors, LLC	Typical $1.1M	$510M	477	29%
Meridian Investment Advisors	High $2M	$380M	191	54%
The Fiduciary Group	High $2.3M	$1.4B	621	56%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Key Group Management, Inc.	Typical $890K	$300M	335	25%
Keyes, Stange & Wooten Wealth Management, LLC	Typical $910K	$350M	383	28%
Lifeguide Financial Advisors, LLC	Low $720K	$550M	766	20%
Elevated Capital Advisors, LLC	Low $490K	$500M	1,006	13%
Del-Sette Capital Management, LLC	Low $800K	$190M	240	23%
Fountainhead Financial, LLC	Very High $5.6M	$540M	96	85%
Manske Wealth Management, LLC	Typical $1.4M	$670M	480	0%
Private Capital Management	High $2.2M	$950M	432	70%
Trevián Wealth Management, LLC	Very High $5.3M	$510M	96	84%
Wright Wealth LLC	Low $780K	$190M	240	20%
Blue Jean Financial LLC	Very Low $350K	$130M	385	8%
Ankerstar Wealth, LLC	Low $500K	$140M	289	18%
Elser Financial Planning, Inc.	Very High $3.5M	$2B	578	73%
Ironview Capital Management, LLC	Very High $2.9M	$1.1B	386	80%
Wellington Investment Advisors	Low $680K	$260M	386	17%
Future Capital Management Inc.	Very Low $210K	$72M	338	8%
Keen Wealth Advisors	Typical $1.2M	$1.2B	1,014	40%
Rialto Wealth Management	High $1.8M	$590M	338	43%
Armstrong Dixon	High $1.5M	$440M	290	54%
Austin Wealth Management, LLC	Typical $1.1M	$630M	580	33%
WealthEdge Investment Advisors, LLC	Typical $1.4M	$400M	290	34%
Financial Enhancement Group	Low $760K	$960M	1,257	21%
MariPau Wealth Management LLC	Very Low $340K	$360M	1,064	6%
Archford Capital Strategies, LLC	High $1.5M	$1.2B	774	36%
Prism Advisors, Inc.	High $2.1M	$520M	242	37%
Stepp & Rothwell Inc	Very High $3.1M	$1B	339	81%
Evolve Private Wealth, LLC	Very High $3.2M	$2.1B	679	27%
Halter Ferguson Financial Inc	Very High $2.4M	$700M	291	67%
Hourglass Capital, LLC	Very High $7.3M	$710M	97	71%
Corda Investment Management, LLC	High $1.5M	$2B	1,359	42%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
Bellingham Capital	Low $600K	$150M	243	10%
Henrickson Nauta Wealth Advisors, Inc.	High $1.6M	$750M	486	49%
WealthTrust Asset Management, LLC	Low $850K	$210M	243	25%
Fort Sheridan Advisors LLC	Very High $2.5M	$960M	389	44%
Greenup Wealth	Typical $920K	$890M	973	30%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
Midwest Financial Partners	Very High $3.4M	$1.5B	438	74%
BankPlus Wealth Advisors	Very Low $410K	$260M	633	8%
Kingwood Investment Group	Low $520K	$130M	244	7%
RPG Family Wealth Advisory, LLC	Typical $1.2M	$630M	537	25%
Cambridge Financial Group, LLC	High $2.2M	$650M	293	57%
Gilbert & Cook, Inc.	High $1.8M	$1.6B	879	48%
Partners in Financial Planning, LLC	High $2.3M	$900M	391	9%
SJS Investment Services	Very High $2.4M	$2.1B	880	53%
RB Capital Management, LLC	Typical $1.4M	$880M	636	31%
Cedar Point Capital Partners, LLC	Low $820K	$240M	294	35%
Delta Financial Advisors, Inc.	Typical $950K	$230M	245	29%
Fiduciary Financial Group, LLC	Very High $2.6M	$1B	392	60%
Sierra Investment Management, LLC	Typical $1.1M	$340M	294	34%
Trubee Wealth Advisors, Inc.	Typical $1.2M	$830M	686	24%
Harvest Financial Advisors, LLC	High $1.5M	$670M	442	5%
K2 Financial Inc.	Very Low $490K	$190M	393	8%
Soulence Wealth Management	Very Low $240K	$95M	393	5%
Trivium Point Advisory, LLC	High $1.8M	$1.4B	786	41%
Avid Wealth Partners, LLC	Typical $1.2M	$300M	246	34%
Marble Harbor Investment Counsel, LLC	Very High $6.5M	$1.3B	197	73%
Blue Anchor Wealth Advisors, LLC	Very Low $450K	$130M	296	13%
Cross State Financial Group LLC	Very Low $440K	$170M	395	13%
Reify Wealth Advisors, Inc.	High $2.1M	$520M	247	55%
Schaeffer Financial LLC	Typical $1M	$260M	247	31%
Banorte Asset Management, Inc.	Low $680K	$570M	840	11%
RMC Investment Advisors	Very High $2.5M	$860M	346	46%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
Summit Wealth and Retirement Partners	Very High $2.8M	$970M	346	56%
TD Capital Management LLC	Very High $2.8M	$1.2B	445	56%
Expand Financial Group, LLC	Very Low $340K	$100M	297	22%
Stordahl Capital Management, Inc.	High $1.8M	$530M	297	58%
D.B. Root & Company, LLC	Typical $1.1M	$850M	743	13%
CAVU Wealth Management	Low $570K	$200M	347	17%
Heffernan Advisory, Inc.	Typical $1.2M	$400M	347	48%
AIS Planning	Typical $1M	$490M	496	35%
Sound Financial, LLC	Low $850K	$210M	248	27%
Goodwin Investment Advisory	Typical $980K	$390M	397	30%
Parsons Capital Management Inc	Very High $3.1M	$2.2B	695	55%
Arjuna Capital, LLC	Very High $3.2M	$480M	149	66%
Creative Capital Management Investments LLC	Very High $2.6M	$780M	298	65%
Pin Oak Investment Advisors Inc	Typical $1.4M	$410M	298	59%
Circle Advisers Inc	Very High $2.5M	$850M	348	100%
Nelson Capital Management, LLC	Very High $3.6M	$710M	199	89%
Marietta Wealth Management, LLC	Very High $2.4M	$1.1B	448	52%
Sather Financial Group, Inc.	Very High $3.7M	$1.7B	448	55%
Wealth Advisors NW	Typical $1.2M	$350M	299	35%
Amerity Wealth Management, LLC	Very Low $450K	$330M	748	18%
Vestor Capital, LLC	High $1.7M	$2.1B	1,197	49%
Beck Capital Management LLC	Typical $1.2M	$560M	449	43%
Pioneer Wealth Management Group	Low $800K	$400M	499	9%
L. Roy Papp & Associates, LLP	Very High $2.7M	$1.5B	549	50%
Doceo Wealth, LLC	Low $820K	$250M	300	65%
Doliver Advisors, L.P.	Very High $2.6M	$510M	200	48%
OWL Creek Wealth Partners	Very High $5.9M	$590M	100	89%
Blue Chip Partners, LLC	High $1.9M	$1.9B	1,001	52%
The Investment Counsel Company	Very High $5.2M	$2.1B	401	96%
Waterford Advisors, LLC	Typical $1.1M	$400M	351	40%
Marquis Wealth Management Group	High $1.5M	$470M	301	34%
The Institute	High $1.7M	$1.3B	803	24%
One + One Wealth Management, LLC	High $1.5M	$370M	251	42%
Peterson Wealth Advisors, LLC	Typical $1.2M	$780M	653	34%
Maltin Wealth Management, Inc.	Very High $2.4M	$490M	201	63%
PSI Capital Management	Low $750K	$380M	503	19%
Pactolus	Very Low $380K	$120M	302	100%
Trifecta Capital Advisors, LLC	Very High $6.1M	$920M	151	76%
WealthStar Advisors, LLC	High $1.6M	$720M	453	51%
Weinberger Asset Management, Inc	Very High $3.1M	$470M	151	73%
Graves Light Lenhart	Very High $2.6M	$1B	403	62%
Guidance Point Advisors, LLC	High $2.2M	$560M	252	36%
Peak Financial Management Inc	High $1.5M	$530M	353	46%
Scott & Selber, Inc. Capital Management	Very High $4.6M	$460M	101	69%
BCR Wealth Strategies	Typical $1.4M	$500M	354	36%
Cranbrook Wealth Management, LLC	Very High $3.6M	$900M	253	50%
Financial Coach	High $1.6M	$400M	253	32%
Private Wealth Partners, LLC	Very High $7.2M	$1.8B	253	74%
Summit Financial Strategies Inc	High $2.2M	$2.3B	1,013	57%
Adapt Wealth Advisors, LLC	Typical $1M	$470M	456	33%
Centennial Advisors, LLC	Low $510K	$230M	456	10%
Strategic Financial Services	High $1.6M	$2B	1,216	41%
Brandywine oak Private Wealth LLC	Very High $3.1M	$1.6B	507	69%
Hudson Value Partners, LLC	Very High $3.3M	$670M	203	59%
Alaska Wealth Advisors	High $1.7M	$1.1B	660	50%
Go Wealth Management	Very Low $270K	$120M	457	9%
Renaissance Investment Group, LLC	Very High $2.6M	$650M	254	52%
Juno Financial Group LLC	Typical $1M	$310M	305	28%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Precision Financial Services	Low $810K	$410M	509	22%
KEB Wealth Advisors	High $1.9M	$1.2B	662	52%
Oak Harvest Investment Services	Typical $1.1M	$1B	968	42%
Elysium Wealth Management, LLC	Very Low $460K	$350M	765	19%
Erguz, LLC	Very High $17M	$890M	51	100%
Investors Asset Management of Georgia Inc	Typical $880K	$310M	357	38%
Condor Capital Wealth Management	Very High $2.4M	$2.1B	869	49%
Interwise	Typical $1M	$310M	307	49%
Aspen Investment Management Inc.	High $1.8M	$450M	256	21%
Curbstone Financial Management Corp.	Typical $1.3M	$340M	256	50%
Riggs Asset Management Co Inc	High $1.5M	$620M	410	35%
Tilson Financial Group Inc	High $1.6M	$660M	410	44%
Mckinley Carter Wealth Services, Inc.	High $1.8M	$2.2B	1,231	54%
Gallacher Capital Management, LLC	Typical $1M	$510M	513	23%
Garde Capital, Inc.	Very High $4.9M	$2.3B	462	74%
GDS Wealth Management	High $1.7M	$1.8B	1,078	29%
Juncture Wealth Strategies, LLC	Typical $1M	$470M	462	37%
Lountzis Asset Management, LLC	Very High $3.9M	$600M	154	64%
The Lewis Financial Group	High $1.6M	$480M	308	58%
MBIA Capital Advisors	Typical $1.1M	$290M	257	32%
United Wealth Management, LLC	High $1.6M	$410M	257	58%
McDonald Partners LLC	Low $860K	$980M	1,131	26%
Advanced Portfolio Strategies	Very Low $450K	$140M	309	16%
Atlantic Private Wealth, LLC	Very High $3.8M	$790M	206	62%
Topsail Wealth Management LLC	Very High $6.1M	$1.2B	206	62%
Total Wealth Planning and Management, Inc.	Low $580K	$240M	412	16%
OverRidge Wealth Advisors	Low $780K	$360M	464	26%
Benchmark Financial Wealth Advisors LLC	High $2.1M	$760M	361	30%
HBE Wealth Management, LLC	Typical $1M	$270M	258	28%
Birchbrook	Typical $910K	$280M	310	37%
Coyle Capital, LLC	Very High $3M	$920M	310	60%
Deerfield	Very High $3.7M	$1.1B	310	53%
Mountain Hill Investment Partners	High $2.3M	$360M	155	31%
Hobbs Group Advisors LLC	Typical $960K	$350M	362	39%
Noesis Capital Management Corp	High $2.1M	$780M	362	50%
Harvest investment Services, LLC	Very Low $410K	$620M	1,500	12%
Johnson Bixby	Typical $1.2M	$930M	776	39%
Rhame & Gorrell Wealth Management	High $1.4M	$1.1B	776	38%
5th Street Advisors, LLC	High $1.5M	$310M	207	44%
Prota Financial	Very Low $400K	$270M	673	13%
Yeske Buie Inc.	High $2.3M	$1.1B	466	48%
RPR Financial	Low $630K	$160M	259	15%
TKC Wealth Management LLC	Very Low $310K	$79M	259	75%
A. N. Culbertson & Company, Inc.	Very High $2.6M	$810M	311	54%
Revolve Wealth Partners, LLC	High $2.1M	$1.4B	674	43%
Dara Capital US, Inc.	Very High $8M	$410M	52	92%
Helium Advisors LLC	Low $830K	$220M	260	26%
Mezzasalma Advisors	High $1.4M	$520M	364	50%
Shakespeare Wealth Management, LLC	High $2M	$640M	312	59%
Bellwether Investment Group, LLC	Low $490K	$150M	313	13%
Livelife Capital Partners LLC	Typical $1.4M	$360M	261	34%
The Watchman Group, Inc.	Very High $2.4M	$630M	261	55%
Thrive Capital Management, LLC	Low $830K	$650M	783	25%
Cahaba Wealth Management, Inc.	High $2.2M	$2B	888	49%
Turning Point Financial	Very Low $430K	$340M	784	13%
IRC Wealth	High $1.7M	$630M	366	41%
Ruggaard & Associates	Typical $1.1M	$350M	314	33%
Verisail Partners, LLC	Typical $1.1M	$280M	262	0%
NovaPoint Capital LLC	Typical $1.3M	$280M	210	30%
Alpha Omega Wealth Management, LLC	High $2.1M	$990M	473	44%
Holland Advisory Services, Inc.	Low $580K	$310M	526	14%
Quantum Financial Planning Services, Inc.	Typical $910K	$720M	790	32%
Walser Wealth Management Company, A Limited Liability Company	Low $500K	$340M	685	13%
Baldwin Wealth Partners, LLC	Very High $2.9M	$2.1B	738	50%
Act Wealth Management, LLC	High $2.2M	$570M	264	86%
Entrust Financial LLC	Typical $1.3M	$350M	264	34%
Mitchell Capital Management Co	High $1.8M	$580M	317	44%
Terry McDaniel & Company	Very High $5.1M	$1.9B	370	67%
Live Oak Private Wealth, LLC	Very High $2.7M	$1.3B	476	56%
Legacy Financial Strategies, LLC	Typical $1.2M	$770M	635	48%
Blackdiamond Wealth Management, LLC	Typical $1.1M	$400M	371	26%
Mainsail Financial Group	Typical $940K	$400M	424	31%
Montag	Very High $5.9M	$2.8B	477	79%
Nichols & Pratt Advisers LLP	Very High $21M	$2.2B	106	80%
Timothy Financial Counsel, Inc.	—	—	1,007	0%
Vermillion Financial Advisors, Inc.	Typical $1.4M	$360M	265	39%
Elliott Cove Capital Management	Very Low $250K	$150M	584	5%
Keystone Private Wealth	High $1.4M	$750M	531	46%
Aviance Capital Partners LLC	Very High $3M	$1.1B	372	56%
NobleBridge Wealth	Low $580K	$210M	372	15%
Three Seasons Wealth	Very High $3.3M	$1.2B	372	37%
Forty North Wealth	Low $660K	$350M	532	14%
Marco Investment Management LLC	Very High $5.4M	$1.4B	266	70%
Wealth Advisors of Iowa, LLC	Typical $980K	$520M	532	28%
SAGE Private Wealth Group, LLC	Typical $890K	$430M	479	70%
Avalon Capital Management	Very High $3.5M	$560M	160	81%
Kuhn Capital Partners	Low $540K	$140M	267	50%
Wealthbuilders Investments	Low $580K	$150M	267	29%
Stonebridge Financial Group, LLC	Typical $1.3M	$1.6B	1,287	30%
Clear Creek Advisors	High $1.5M	$720M	483	21%
Post Oak Private Wealth Advisors	Typical $1M	$380M	376	24%
Ascentis Wealth Management, LLC	High $2.3M	$490M	215	56%
Covington Investment Advisors, Inc.	Very High $2.9M	$630M	215	34%
Eagle Financial Advisors, LLC	Very Low $230K	$100M	430	1%
AP Wealth Management	Typical $1.2M	$330M	269	51%
BOS Asset Management, LLC	Low $770K	$410M	538	23%
Westco Advisory Services, Inc.	Low $780K	$250M	323	24%
Correct Capital Wealth Management, LLC	High $1.7M	$720M	431	40%
Pinion Wealth Management, LLC	Typical $900K	$390M	431	24%
Armstrong, Fleming & Moore, Inc.	High $2.3M	$1.3B	539	49%
Ashworth Wealth, LLC	Typical $1M	$280M	270	29%
Harvey Capital Management Inc	Very High $3.3M	$540M	162	62%
Holderness Investments Co	High $1.9M	$610M	324	29%
Leibman Financial Servces, Inc.	Low $640K	$170M	270	25%
LifeGoal Investments, LLC	Typical $1.2M	$320M	270	85%
Meritas Wealth Management, LLC	High $1.8M	$590M	324	53%
Northern Financial Advisors, Inc.	High $2.1M	$680M	324	58%
Riverpoint Wealth Management	Very High $4.2M	$910M	216	69%
Wealthtrak Advisors	Low $710K	$190M	270	23%
Yarger Wealth Strategies, LLC	Very High $2.4M	$520M	216	70%
Sachetta, LLC	High $1.7M	$1B	595	44%
Resurgent Advisors	Typical $920K	$350M	379	22%
Founders Capital Management, LLC	Very High $4.1M	$890M	217	62%
Element Wealth, LLC	Low $820K	$530M	652	19%
Traction Financial Partners	Low $840K	$270M	326	61%
BCU Wealth Advisors, LLC	Low $750K	$650M	870	15%
Mosley Wealth Management, Inc.	Very Low $400K	$280M	707	12%
Morton Brown Family Wealth LLC	High $1.8M	$480M	272	46%
Precision Wealth Strategies, LLC	Typical $1.3M	$580M	436	65%
Financial Synergies	High $1.9M	$1.8B	927	60%
Rather & Kittrell, Inc.	Typical $1.3M	$1.3B	982	38%
Continuum Wealth Advisors, LLC	Typical $1M	$340M	328	32%
Rs Crum Inc.	High $2.2M	$720M	328	57%
Cadent Capital Advisors, LLC	Typical $1.3M	$760M	602	25%
LVW Advisors, LLC	Very High $3.3M	$1.6B	493	50%
Centerpoint Advisory Group, LLC	Typical $960K	$260M	274	35%
MIAI, Inc.	Low $760K	$210M	274	12%
Capital Wealth Management, LLC	Typical $1.3M	$770M	603	70%
Bass and Bell, Inc.	Very High $2.7M	$890M	329	67%
AMB Wealth, LLC	Typical $1M	$870M	878	20%
CPC Advisors, LLC	High $1.6M	$1.5B	934	11%
Henderson Brothers Financial Partners LLC	Very Low $390K	$400M	1,044	33%
Gerber, LLC	Very High $2.7M	$580M	220	69%
Rademacher Financial, Inc.	Low $570K	$190M	330	13%
Rodgers Brothers, Inc.	High $1.9M	$920M	495	46%
Vault Wealth	Very Low $220K	$61M	275	13%
Sky Investment Group LLC	Very High $2.4M	$910M	386	100%
Cimarron Wealth Management, Inc.	Low $550K	$300M	552	13%
Lewis Asset Management	Typical $1.4M	$380M	276	39%
Centerpoint Advisors, LLC	High $1.5M	$730M	498	40%
Dixon Financial Services	Very High $3.2M	$1.1B	332	46%
Mission Creek Capital Partners, Inc.	Typical $1.4M	$700M	499	65%
Spartan Wealth Management	Typical $1.3M	$1.5B	1,165	70%
Mv Capital Management, Inc.	High $2.3M	$1B	444	66%
Optima Asset Management Inc	Very High $5.9M	$660M	111	87%
InterWealth Management, LLC	Typical $1.1M	$300M	278	27%
LifePlan Group	Typical $1.2M	$330M	278	50%
Burton Enright Welch	High $2.3M	$1.4B	612	61%
Elevate Wealth Advisory, Inc.	Low $610K	$370M	613	17%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Guide Advisors, Inc.	—	—	279	0%
Watts Gwilliam & Company, LLC	High $2M	$980M	503	91%
Aspect Partners, LLC	High $1.4M	$400M	280	45%
Diesslin Group, Inc.	High $2.3M	$650M	280	53%
Martha's Vineyard Investment Advisors, LLC	Low $810K	$270M	336	34%
Sovereign Financial Group, Inc.	Low $830K	$1.1B	1,288	22%
Spectrum Strategic Capital Management, LLC	Typical $890K	$250M	280	31%
25 Financial	Typical $1.1M	$540M	505	50%
Atticus Wealth Management	Typical $1.3M	$510M	393	37%
Marathon Capital Management	High $1.8M	$510M	281	65%
Transcendent Capital Group	Low $710K	$360M	506	14%
Clare Market Investments, LLC	Very High $2.8M	$620M	225	49%
Buckman Advisory Group LLC	Very Low $290K	$240M	844	30%
Monument Group Wealth Advisors, LLC	Very High $4M	$680M	169	88%
Shotwell Rutter Baer Inc	Low $650K	$180M	282	22%
Blue Ridge Wealth Planners	Very Low $450K	$360M	790	9%
Wealth Management CPAs, LLC	Low $830K	$330M	395	15%
Financial Perspectives	High $1.6M	$1.2B	734	42%
Diversified Management Inc	Very High $5.2M	$1.7B	339	63%
Leisure Capital Management, Inc.	Very High $2.5M	$850M	339	50%
The H Group, Inc.	Low $710K	$520M	735	20%
BCM Advisors, LLC	High $1.4M	$570M	396	42%
Fortress Planning Group	Typical $1.2M	$350M	283	24%
Green Ridge Wealth Planning LLC	Typical $1.3M	$370M	283	36%
Palumbo Wealth Management LLC	High $1.9M	$530M	283	56%
Strategic Financial Partners, LTD	Typical $940K	$320M	340	25%
Ballast, Inc.	High $1.6M	$720M	454	48%
Contravisory Investment Management, Inc.	High $2.2M	$510M	227	39%
Cornerstone Planning Group	Low $640K	$770M	1,192	19%
GBM Wealth Management, Inc.	Very Low $480K	$250M	511	12%
Kaizen Financial Strategies, LLC	Typical $970K	$280M	284	19%
LCM Capital Management Inc.	Low $780K	$350M	455	42%
Beck Bode LLC	Low $680K	$650M	968	18%
SFMG Wealth Advisors	Very High $3M	$2.9B	968	51%
Axim Planning & Wealth	Very Low $420K	$120M	285	12%
Bond & Devick Wealth Partners	Typical $1.3M	$690M	513	64%
CAP Partners, LLC	Low $640K	$250M	399	15%
DHJJ Financial Advisors	High $1.5M	$590M	399	54%
Oak Grove Capital, LLC	Very High $7.2M	$820M	114	75%
Leelyn Smith, LLC	Typical $1.1M	$850M	799	27%
Snider Financial Group	Typical $1.1M	$550M	514	31%
Range Financial Group, LLC	Typical $1M	$400M	400	33%
Eckman Wealth Management, LLC	Very Low $260K	$74M	286	0%
Cambient Family Office, LLC	Very High $3M	$520M	172	100%
Triangle Wealth Management	Very High $2.5M	$1.3B	516	56%
Signet Financial Management, LLC	High $1.6M	$1.1B	689	46%
ARCH Global Advisors, LLC	Low $490K	$200M	402	33%
Knightsbridge Wealth Management	High $1.9M	$960M	517	64%
Godsey & Gibb Wealth Management	High $1.8M	$1.4B	747	59%
JOURNEY WEALTH MANAGEMENT	High $1.6M	$1.3B	862	34%
YHB Investment Advisors Inc	High $1.8M	$1.9B	1,092	33%
Cooper/Haims Advisors, LLC	High $2.2M	$1.1B	518	56%
Castle Coast Wealth, LLC	Typical $1.3M	$370M	288	47%
Axient Investment Advisors LLc	Low $580K	$440M	749	36%
Aptus Financial, LLC	—	—	634	0%
Middleton & Company Inc.	Very High $3.1M	$1.1B	346	69%
Mattern Capital Management, LLC	Very High $2.6M	$1B	404	58%
The Norden Group LLC	Typical $1.4M	$1.7B	1,271	23%
Prospect Financial Services LLC	Low $630K	$330M	520	14%
Capital Planning, LLC	High $2.1M	$610M	289	59%
Dopkins Wealth Management, LLC	Very High $2.4M	$680M	289	48%
Gilman Hill Asset Management, LLC	Very High $2.6M	$750M	289	88%
WaterRock Wealth Management	Low $530K	$150M	289	13%
Verus Financial Partners	High $1.9M	$1.2B	636	42%
California Capital Management	Typical $1M	$350M	347	32%
Endeavor Private Wealth, Inc.	Typical $1.1M	$570M	521	33%
Ackerman Capital Management	Very High $3.2M	$570M	174	81%
Builder Investment Group	Very High $5.2M	$900M	174	46%
Castlekeep Investment Advisors	Very High $3.9M	$450M	116	57%
Rock Point Advisors, LLC	Very High $2.6M	$610M	232	65%
Stage Harbor Financial	Very High $3.2M	$1.1B	348	64%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
Financial Symmetry Inc.	High $1.8M	$1.5B	872	63%
RW Investment Management LLC	High $2M	$1.5B	758	55%
EQ Wealth Management	High $1.8M	$940M	525	70%
Heritage Financial LLC	Typical $1.1M	$380M	350	38%
Hanson & Doremus Investment Management	High $1.7M	$1B	584	43%
Capital Management Associates Inc	High $1.7M	$1.5B	877	36%
Core Wealth Advisors, Inc.	Typical $1.2M	$700M	586	76%
Proffitt & Goodson Inc.	Very High $2.6M	$750M	293	58%
Torrey Growth & Income Advisors, LLC	Typical $1.1M	$330M	293	22%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Rogers Wealth Group, Inc.	High $2.3M	$940M	411	52%
Normandy Investment Advisors	Typical $900K	$260M	294	24%
Thompson Davis & Co., Inc.	Low $690K	$200M	294	70%
Four Financial Management	Very Low $460K	$160M	353	12%
SGL Financial, LLC	Very Low $470K	$410M	883	10%
Cypress Wealth Services, LLC	High $1.5M	$1.3B	825	43%
Adams Asset Advisors LLC	Very High $7.1M	$840M	118	100%
City Center Advisors, LLC	Very Low $390K	$160M	413	13%
Kilter Group	Low $670K	$280M	413	29%
Momentum Advisors	Typical $990K	$350M	354	38%
Connors Investor Services Inc	High $1.5M	$870M	591	62%
The Wealth Group Austin B. Colby & Associates	Typical $1.2M	$710M	591	47%
Canopy Wealth Management	High $1.9M	$1.1B	592	49%
T&T Capital Management	Very Low $380K	$110M	296	10%
Clearwater Capital Partners	High $1.4M	$1.3B	889	35%
Etesian Wealth Advisors, Inc.	Typical $1.1M	$460M	415	5%
Highland Investment Advisors LLC	Low $580K	$350M	593	10%
RTW Financial Advisors Inc	Very High $2.8M	$500M	178	48%
Trinity Legacy Partners, LLC	Typical $1.4M	$500M	356	38%
Nicollet Investment Management, Inc.	High $1.9M	$550M	297	58%
Prestige Wealth Management	Low $500K	$150M	297	7%
Arcadia Wealth Management, LLC	Low $670K	$440M	655	14%
Embree Financial Group	High $1.6M	$1.3B	835	43%
Team Wealth & Tax Advisors	Low $650K	$230M	358	21%
Factor Wealth Management	Very High $3.3M	$780M	239	73%
Gainplan LLC	Low $820K	$390M	478	39%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
B&C Financial Advisors	Typical $1.1M	$600M	538	27%
Investmark Advisory Group LLC	Typical $1.4M	$820M	598	38%
American Investment Services Inc	High $1.9M	$670M	359	44%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
Trinity Portfolio Advisors, LLC	Low $850K	$460M	539	18%
Insight Wealth Partners	Typical $1.2M	$1.1B	959	33%
Prentiss Smith & Company, Inc.	Typical $1.4M	$410M	300	3%
Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L	Typical $1M	$420M	420	15%
FMP Wealth Advisers	High $1.7M	$1.2B	721	45%
Teeple Snyder Newsome Wealth & Tax Management	Very Low $480K	$290M	601	20%
Dodds Wealth, LLC	High $1.6M	$680M	421	43%
Preston Wealth Advisors, LLC.	Low $810K	$240M	301	21%
Desert Rose Capital Management, Inc.	Very Low $170K	$120M	723	5%
Northbridge Financial Group, LLC	Low $840K	$400M	482	35%
Clear Harbor Asset Management, LLC	Very High $2.4M	$1.9B	784	58%
MBM Wealth Consultants, LLC	Low $750K	$450M	604	22%
Hobart Wealth	Low $770K	$560M	725	23%
Headinvest	High $1.9M	$810M	423	76%
Aspen Wealth Strategies, LLC	Low $840K	$310M	363	32%
Blume Capital Management, Inc.	Very High $3.5M	$860M	242	72%
Providence Capital Advisors, LLC	Very High $2.5M	$1.1B	424	60%
Claro Advisors Inc.	Typical $1.1M	$1.2B	1,092	33%
Peak Retirement Planning, Inc.	Low $690K	$630M	910	38%
Encompass Advisory Services, LLC	Very Low $280K	$120M	425	8%
Grant Street Asset Management Inc	High $1.6M	$670M	425	40%
Ranch Capital Advisors Inc.	Typical $910K	$390M	425	27%
Stevens Capital Partners	Typical $930K	$510M	547	8%

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