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 %
Mathis Wealth Management	Low $660K	$200M	304	25%
Novak & Powell Financial Services, Inc.	Low $840K	$360M	426	0%
Ellsworth Advisors, LLC	High $1.6M	$1.4B	853	25%
Arrivity Financial Planning	—	—	366	0%
Coign Capital Advisors LLC	Low $860K	$370M	427	41%
Cypress Financial Planning	Typical $1.1M	$490M	427	25%
Granite Group Advisors, LLC	Very High $3.2M	$390M	122	100%
Murphy & Sylvest	Typical $1M	$430M	427	36%
The Viable Group, Inc.	Very Low $200K	$60M	305	2%
Whipplewood Advisors, LLC	Typical $880K	$320M	366	54%
American Wealth Management, Inc.	Low $560K	$310M	550	30%
Bedel Financial Consulting Inc	Very High $2.5M	$2.9B	1,162	64%
Van Diest Capital	Very Low $330K	$140M	429	16%
Hixon Zuercher Capital Management	Typical $1.2M	$440M	368	35%
Optivise Advisory Services LLC	Very Low $230K	$290M	1,227	4%
Bright Road Wealth Management, LLC	Low $680K	$420M	614	17%
Balance Wealth	Low $700K	$390M	553	18%
Next Level Private LLC	High $1.5M	$1.2B	799	29%
SmartPath Advisors	—	—	369	0%
Brio Financial Group	Typical $1.3M	$1.1B	800	42%
Callahan Advisors, LLC	Very High $3M	$1.3B	431	56%
United Capital Management of Kansas, Inc.	Low $500K	$810M	1,602	20%
Ifrah Financial Services, Inc.	Low $800K	$440M	555	27%
Smart Money Group, LLC	Very Low $400K	$220M	556	28%
McDermott Investment Advisors, LLC	Very Low $330K	$200M	618	78%
Fortress Wealth Group	Typical $1.2M	$430M	371	29%
BlueChip Wealth Advisors LLC	Typical $1.2M	$460M	372	45%
Goodman Advisory Group, LLC	Typical $990K	$370M	372	57%
Unique Wealth, LLC	Typical $1.1M	$920M	807	34%
Ritter Daniher Financial Advisory LLC	Typical $1.4M	$930M	683	29%
MRA Advisory Group	Low $720K	$360M	497	25%
Pgi Wealth Management	High $1.8M	$890M	497	39%
Victrix Investment Advisors	Low $780K	$340M	435	21%
Southern Capital Services Inc	Very Low $480K	$180M	373	11%
Capstone Investment Group	Very Low $300K	$170M	560	9%
CLG LLC	Low $770K	$1.1B	1,434	48%
Acorn Creek Capital LLC	High $1.5M	$470M	312	40%
Jemma Financial Services	Very Low $350K	$110M	312	24%
Park Edge Advisors, LLC	High $1.5M	$480M	312	32%
Whitwell Advisors	Very Low $320K	$100M	312	18%
Destiny Wealth Partners, LLC	High $1.5M	$1.5B	999	26%
Stone Wealth Partners LLC	Very Low $380K	$140M	375	7%
Oxbow Advisors, LLC	Very High $2.9M	$2B	688	50%
River Wealth Advisors LLC	High $1.6M	$1.4B	876	42%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
Richmond Investment Services LLC	Low $510K	$450M	877	45%
Brady Martz Wealth Solutions, LLC	High $1.8M	$790M	439	31%
West Paces Advisors, Inc.	Very High $4M	$1B	251	71%
Financial Advisors Network, Inc.	Typical $1.3M	$1.1B	816	40%
Bright Futures Wealth Management, LLC	Very Low $330K	$290M	879	12%
Blakely Walters Wealth Management	Low $550K	$170M	314	17%
One Advisory Partners, LLC	Typical $1.2M	$370M	314	32%
Capstone Financial Advisors Inc	Very High $2.7M	$2.9B	1,068	35%
Atlas Brown	Typical $1.3M	$550M	440	12%
Moody, Lynn, Lieberson & Walker, LLC	Very High $4.3M	$2.1B	503	100%
Heartwood Wealth Advisors, LLC	Very High $2.5M	$1.4B	566	100%
Liberty Wealth Management, LLC	Typical $1.1M	$1.7B	1,510	66%
Arthur M.. Cohen & Associates LLC	Very High $5.9M	$1.1B	189	86%
Benedict Financial Advisors, Inc.	High $1.6M	$520M	315	51%
Family Legacy Financial Solutions, LLC	Low $550K	$170M	315	17%
Insight Wealth Strategies, LLC	High $1.9M	$1.1B	567	29%
Keeler & Nadler Family Wealth	Typical $1.2M	$610M	504	37%
Seros Wealth Partners	Low $770K	$340M	441	27%
The Northstar Group, Inc.	Very High $3.9M	$990M	252	79%
HoganTaylor Wealth	High $1.5M	$580M	379	43%
Abundo Wealth	—	—	695	0%
DWD Portfolio Solutions, Inc.	Low $780K	$250M	316	9%
Fmsa	Very Low $140K	$180M	1,264	17%
Stonepath Wealth Management	Low $510K	$290M	569	17%
Rossmore Private Capital, LLC	Very High $7M	$1.8B	253	75%
Warwick Partners	Very High $6.1M	$1.5B	253	80%
GoalVest Advisory LLC	High $1.5M	$640M	443	47%
Measured Wealth Private Client Group, LLC	Low $790K	$500M	633	21%
Gimbal Financial, LLC	Low $700K	$270M	380	28%
Northstar Financial Companies, Inc.	Typical $1M	$520M	507	22%
Bangerter Financial Services, Inc.	Very Low $210K	$68M	317	11%
Silveroak Wealth Management LLC	Very High $4.5M	$2B	444	74%
William Mack & Associates Inc	Typical $1.1M	$1B	952	27%
S.A. Mason, LLC	High $1.9M	$490M	254	35%
Provident Investment Management, Inc.	Very High $3.5M	$1.1B	318	71%
Neumann Capital Management	Very High $3.3M	$630M	191	67%
Headland Capital	Low $820K	$520M	637	18%
Shore Point Advisors, LLC	Low $490K	$310M	637	14%
Schaefer Financial Management, Inc.	Very High $2.5M	$1.1B	446	52%
Perryman Financial Advisory, Inc.	High $1.9M	$990M	510	45%
LSB Wealth Management	Very Low $300K	$120M	383	41%
Uniting Wealth Partners	Typical $960K	$800M	830	78%
Arcus Capital Partners, LLC	Very High $4.1M	$1.8B	447	90%
The Patten Group, Inc.	High $1.5M	$690M	447	37%
5C Capital Management, LLC	Typical $1.2M	$630M	511	32%
Affinity Wealth Management LLC	Typical $1.3M	$860M	639	35%
Colonial Trust Advisors, Inc.	High $1.8M	$1.6B	895	40%
Capital Square, LLC	Low $610K	$430M	704	17%
Madden Asset Management	Very High $5.1M	$650M	128	48%
Three Arch Wealth Management LLC	Very High $2.5M	$650M	256	46%
Warner Financial, Inc.	Very High $3.2M	$820M	256	68%
Warren Street Wealth Advisors, LLC	Typical $1.2M	$550M	449	37%
Summit Wealth Partners, LLC	Low $850K	$660M	770	17%
Buttonwood Financial Advisors, Inc.	High $1.5M	$480M	321	47%
WESCAP Group	Very High $3.3M	$1.1B	321	64%
Falcon Wealth Planning, Inc.	Typical $1M	$1.5B	1,478	29%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Simmons Capital Group	Very Low $460K	$210M	450	12%
Smith Salley Wealth Management	Very High $2.5M	$2.7B	1,093	62%
Vertex Partners	Typical $1.2M	$1B	836	34%
Alta Wealth Advisors LLC	Low $840K	$650M	772	30%
Global Brokerage Services, Inc.	Very Low $360K	$140M	386	27%
RZH Advisors LLC	Very High $5.4M	$2.4B	451	68%
G&H Investments	Very High $2.6M	$330M	129	29%
Loftin Wealth Partners	Typical $890K	$340M	387	27%
Journey Financial Group, Inc.	Typical $1M	$330M	323	34%
Provident Wealth Management, LLC	High $2.3M	$740M	323	54%
Insight Folios	Very Low $270K	$330M	1,228	6%
Prosperitas Financial, LLC	Very Low $400K	$700M	1,745	9%
Chaney Capital Management Inc.	Typical $1.2M	$460M	388	36%
Traveka Wealth, LLC	Very High $3.8M	$730M	194	69%
Toth Financial Advisory Corp	High $1.7M	$1.1B	647	52%
PJS Investment Management	High $1.8M	$810M	454	41%
Premier Path Wealth Partners, LLC	Very High $2.6M	$1.2B	454	51%
Financial Consulate	Typical $1.3M	$1.1B	844	39%
Blueprint Financial Advisors	Low $500K	$930M	1,883	2%
CAF Investments LLC	Very Low $80K	$31M	390	1%
Canal Capital Management, LLC	Very High $2.7M	$1B	390	74%
CMG Wealth Management	Typical $1.1M	$370M	325	38%
Hoopoe Advisors	Typical $990K	$580M	585	40%
Diamond Wealth Management, LLC	Low $540K	$210M	391	42%
Abound Wealth Management, LLC	High $2.1M	$1.9B	914	70%
Excel Financial, LLC	Low $720K	$280M	392	21%
Financial Sense Advisors, Inc.	Typical $1.4M	$810M	588	32%
Great Diamond Partners, LLC	High $1.5M	$790M	523	54%
Craft & Sage Wealth	Low $550K	$290M	524	27%
Private Wealth Management, Inc.	Very High $6.3M	$820M	131	65%
Br Wealth Management	Typical $970K	$320M	328	28%
Liberty Asset Management	Very Low $420K	$140M	328	8%
Financial Management Network Inc	Typical $1.1M	$1.5B	1,379	33%
Tilia Fiduciary Partners, Inc.	Typical $1.2M	$400M	329	23%
WBH Advisory, Inc.	Very High $2.4M	$1.7B	725	58%
ISC Advisors, Inc.	Very Low $440K	$780M	1,780	11%
1808 Capital Partners	High $2.3M	$610M	264	43%
Arbor Wealth Advisors LLC	Very High $10M	$660M	66	100%
Armbruster Capital Management, Inc.	High $1.9M	$900M	462	56%
Caldwell Sutter Capital, Inc.	Typical $1.1M	$580M	528	28%
Cirrus Capital LLC	Low $500K	$160M	330	11%
Diversified Portfolios, Inc.	Very High $2.8M	$1.9B	660	28%
Professional Advisory Services Inc	High $2M	$1.2B	596	42%
Alpine Private Wealth	Very High $5.2M	$1.4B	265	78%
Rise Advisors, LLC	Low $800K	$370M	464	23%
Stevens Foster Financial Advisors	High $2.3M	$750M	332	45%
RCM Wealth Advisors	Very Low $260K	$210M	797	19%
Strategy Asset Managers L.L.C.	Typical $1.4M	$820M	598	36%
Buttonwood Wealth	Typical $1M	$410M	399	27%
TSP Capital Management Group, LLC	Very High $3.7M	$500M	133	47%
Maridea Wealth Management	Low $610K	$930M	1,530	47%
Johnson & White Wealth Management LLC	Typical $950K	$440M	466	21%
Fiduciary Financial Planning Network	Low $530K	$180M	333	12%
Fortem Financial Group, LLC	High $1.8M	$590M	333	42%
Lane Brothers Investment Counsel	Low $670K	$220M	333	13%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
Provise Management Group, LLC	High $1.7M	$1.9B	1,139	55%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Drive Wealth Advisers	Typical $1.4M	$1.5B	1,073	31%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
Canvas Wealth Advisors, LLC	High $1.6M	$860M	537	41%
Whelan Financial	Typical $1.3M	$630M	470	47%
Commonwealth Retirement Investments LLC	Typical $1.1M	$380M	336	41%
HCM Wealth	Very High $3.1M	$830M	269	58%
Atlas Private Wealth Advisors	Low $710K	$860M	1,211	17%
Samalin Wealth	Typical $900K	$480M	539	23%
Access Financial Resources Inc.	Very Low $470K	$220M	472	19%
Bason Asset Management	Very High $6.2M	$840M	135	89%
Klaas Financial Asset Advisors, LLC.	Low $750K	$760M	1,015	20%
Weaver Capital Management, LLC	Very High $2.4M	$490M	203	43%
New Millennium Group	Very Low $280K	$250M	881	4%
Stone House Investment Management, LLC	Low $720K	$830M	1,153	22%
Verde Capital Management, Inc.	Typical $950K	$710M	746	29%
Keller Wealth Advisors	High $1.6M	$880M	543	28%
First Pacific Financial, Inc.	High $1.4M	$1.8B	1,291	44%
Accretive Wealth Partners, LLC	Very High $2.4M	$490M	204	70%
Certior Financial Group, LLC	Typical $940K	$450M	476	35%
Compton Wealth Advisory Group, LLC	Very High $3.7M	$750M	204	55%
Stonebridge Financial Planning Group, LLC	Typical $960K	$330M	340	24%
ABLE Financial Group, LLC	Typical $1.2M	$710M	613	46%
The Clarus Group	High $1.8M	$1.1B	613	36%
Bledsoe Asset Management, LLC	Low $550K	$190M	341	14%
Cambridge Advisors Inc	Typical $1.3M	$360M	273	36%
Flagship Wealth Advisors, LLC.	High $1.6M	$740M	478	45%
Ethos Financial Group, LLC	Typical $970K	$1.7B	1,709	22%
Turner Financial Group, Inc.	Very Low $400K	$220M	547	10%
Nadler Financial Group, Inc.	High $2M	$2B	1,026	43%
Eltekon Advisors, LLC.	Low $660K	$320M	479	13%
THOR Wealth Management Inc	Typical $1.4M	$650M	479	37%
GGM Financial LLC	Typical $1.2M	$480M	411	37%
Disciplined Investors, L.L.C.	Typical $1.2M	$580M	480	35%
Tiller Private Wealth, Inc.	High $2.1M	$720M	343	52%
High Note Wealth, LLC	Very High $2.4M	$670M	275	67%
Sandy Cove Advisors, LLC	Very High $2.5M	$680M	275	75%
Jt Stratford, LLC	Low $770K	$960M	1,238	21%
MFG Investments, LLC	Very Low $430K	$150M	344	15%
Bellwether Wealth	High $1.4M	$690M	482	28%
Madrona Financial & CPAs	Typical $980K	$680M	689	41%
Cornerstone Financial Group, LLC	Low $810K	$280M	345	28%
Financial Planning Services	Very Low $410K	$200M	483	12%
Mason & Associates, LLC	Typical $1.1M	$470M	414	42%
Scala Capital LLC	Low $690K	$240M	345	24%
SP Asset Management LLC	Very High $8.9M	$1.8B	207	100%
Westhill Financial Advisors, Inc.	High $1.9M	$770M	414	52%
Adams Wealth Advisors	Low $700K	$490M	691	19%
Round Rock Advisors LLC	Typical $1.2M	$730M	622	32%
HD Money, Inc.	Low $800K	$390M	484	100%
Compass Ion Advisors, LLC	Typical $1.2M	$1.5B	1,177	28%
Hunter Capital Management	High $1.5M	$750M	485	100%
Fourth Dimension Wealth, LLC	Low $550K	$340M	624	34%
Matrix Private Capital Group	High $2.2M	$450M	208	60%
Paradigm Wealth Management, LLC	Typical $1.3M	$550M	416	41%
Warburton Capital Management, LLC	High $1.6M	$670M	416	38%
Hillcrest Financial Group	High $1.6M	$570M	347	42%
Christy Capital Management, Inc.	Low $490K	$380M	765	11%
Darwin Wealth Management	Low $740K	$610M	835	19%
ARS Wealth Advisors	High $1.5M	$1.6B	1,044	44%
Guardian Wealth Management, LLC	Typical $1.2M	$410M	348	35%
Masterworks Advisers, LLC	Very Low $7.7K	$8.1M	1,045	26%
RAI Wealth	Typical $1.1M	$450M	418	33%
The High Net Worth Advisory Group, LLC	High $2M	$830M	418	21%
Decker Retirement Planning Inc.	Very Low $470K	$360M	767	7%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Uhler Vertich White Advisors	Typical $1.2M	$500M	419	30%
Auxan Capital Advisors, LLC	Very Low $150K	$83M	559	3%
Sustainable Advisors Alliance LLC	Very Low $410K	$230M	559	17%
FEFA Financial	Very Low $260K	$430M	1,679	2%
Davinci Financial Designs	Low $630K	$220M	350	13%
Plagens & Taylor Wealth Management	Low $790K	$280M	350	36%
Wilon Wealth Management	Low $740K	$260M	350	37%
Rothschild Investment	High $2.2M	$2.6B	1,191	44%
Vista Investment Partners	Low $760K	$380M	491	19%
Victory Wealth Partners	Very Low $180K	$63M	351	4%
Andina Advisors	High $1.5M	$970M	632	35%
Penobscot Financial Advisors	Typical $970K	$540M	562	34%
Sterling Financial Planning Inc	Typical $1.3M	$740M	562	38%
Ventura Wealth Management	Typical $1.1M	$640M	562	31%
Momentous Wealth Management, Inc.	Low $740K	$360M	492	31%
Delta Financial Advisors, L.L.C.	Very High $2.4M	$510M	211	46%
Wealth Care LLC	Very High $3M	$640M	211	59%
Collaborative Wealth	Low $630K	$580M	915	19%
Cornerstone Professional Advisor Services, LLC	Very Low $280K	$99M	352	7%
New Insight Wealth Advisors	Typical $1M	$370M	352	47%
Pension & Wealth Management Advisors	Typical $920K	$460M	493	21%
Sigma Investment Counselors	Very High $2.8M	$2.2B	775	66%
Freedom Advisory	High $1.9M	$790M	423	39%
Henry H. Armstrong Associates, Inc.	Very High $8.6M	$1.2B	141	80%
MIRAMAR CAPITAL	Very High $3M	$420M	141	73%
Poehling Capital Management, Inc.	Typical $1.3M	$570M	423	38%
Advantage Investment Management	Low $520K	$180M	353	12%
Cabot Wealth Management	High $1.9M	$1.2B	636	100%
Primoris Wealth Advisors, LLC	Low $520K	$220M	424	20%
Rebalance LLC	Very High $2.8M	$1.8B	636	31%
Great Waters Financial	Low $760K	$1.2B	1,627	24%
Vector Wealth Management	High $1.9M	$1.6B	849	55%
Centric Wealth Management, LLC	Typical $1.3M	$760M	568	22%
Clear Wave Wealth Management, LLC	Very High $4.3M	$620M	142	80%
Summit Financial Wealth Advisors	Typical $1.3M	$1.6B	1,208	22%
Telos Capital Management, Inc.	High $1.7M	$1.6B	924	49%
Sandbox Financial Partners, LLC	Typical $1.2M	$570M	498	55%
Guardian Financial Partners, LLC	Typical $960K	$410M	427	58%
Wellfull	Typical $1M	$780M	784	37%
Lfa	Low $550K	$280M	499	16%
Centurion Wealth Management	High $1.8M	$750M	428	42%
Wrenne Financial Planning LLC	Low $700K	$300M	428	23%
Covenant Asset Management, LLC	Typical $1M	$670M	643	64%
SWMG, LLC	Typical $1M	$430M	429	38%
Stonebridge Wealth Systems LLC	Very Low $400K	$370M	931	15%
CJM Wealth Advisers, LTD.	High $1.7M	$1.4B	860	28%
Landmark Wealth Management	High $2.3M	$650M	287	61%
Plan Group Financial, INC.	Low $570K	$690M	1,221	12%
Gratus Wealth Advisors LLC	High $1.8M	$770M	431	46%
Northern Capital Management, Inc.	Low $720K	$520M	719	20%
JSF Financial, LLC	High $2.1M	$1.7B	791	44%
Dash Investments	High $1.6M	$680M	432	79%
Oliver Luxxe Assets LLC	High $1.9M	$830M	432	78%
Virtus Family Office	Very High $4.2M	$600M	144	51%
MJP Wealth Advisors	High $1.4M	$1.2B	865	32%
Monon Wealth Management	Typical $990K	$500M	505	26%
rebel Financial, LLC	Low $820K	$360M	433	23%
JPL Wealth Management, LLC	High $2M	$580M	289	58%
Blue Sky Capital Consultants Group, Inc.	Low $600K	$300M	506	33%
SteadTrust	Typical $920K	$600M	651	24%
Frazier Financial Advisors, LLC	High $1.5M	$1.1B	724	41%
Pathview Wealth Advisors	High $1.6M	$580M	362	37%
Prasad Wealth Partners	Low $790K	$570M	724	18%
Petersen Hastings Wealth Advisors, Inc.	Typical $960K	$1.2B	1,232	30%
The Kelly Group	Typical $960K	$1B	1,087	23%
Mountain Pacific Investment Advisers, LLC	Very High $2.9M	$830M	290	65%
FAI Advisors, Inc.	Low $830K	$300M	363	26%
Trustwell Financial Advisors, LLC	Low $720K	$260M	363	16%
Sterling Investment Advisors Ltd.	Very High $2.4M	$1.1B	436	45%
Winebrenner Capital Management LLC	Very Low $410K	$180M	436	29%
Family Investment Center	Low $750K	$650M	873	30%
Parkway Wealth Management Group, LLC	Typical $900K	$1.2B	1,310	22%
Walled Lake Planning & Wealth Management, LLC	High $2M	$730M	364	12%
Quadrant Private Wealth Management, LLC	Very High $2.4M	$2.1B	875	45%
MPM Wealth Advisors	Typical $900K	$980M	1,094	31%
Atwood & Palmer, Inc.	Very High $3.8M	$1.9B	511	70%
Cypress Capital, LLC	Low $640K	$420M	657	16%
Elevage Partners, LLC	Very Low $420K	$150M	365	6%
Blue Bell Private Wealth Management, LLC	Typical $1.4M	$1.1B	804	26%
Lazari Capital Management, Inc.	Low $690K	$500M	731	17%
Bravias Financial	Very Low $480K	$210M	439	9%
North Star Advisory Group, LLC	Low $580K	$250M	439	15%
MA Private Wealth, LLC	High $1.9M	$690M	366	40%
Hilltop Wealth Advisors, LLC	Typical $1.1M	$640M	586	42%
Post Resch Tallon Group	Low $770K	$340M	440	31%
Carolina Wealth Management, Inc.	Typical $980K	$580M	587	25%
Marshall Investment Management, LLC	Low $510K	$300M	587	44%
The Arkansas Financial Group, Inc.	Very High $2.6M	$960M	367	68%
Ironwood Financial, LLC	Typical $900K	$530M	588	18%
Peregrine Asset Advisers, Inc.	Typical $1.3M	$580M	441	12%
Smallwood Wealth Management	Low $680K	$300M	441	25%
Cookson Peirce Wealth Management	Typical $1.4M	$2.2B	1,544	8%
Segment Wealth Management, LLC	Very High $9.1M	$2B	221	77%
Wealth Teams Alliance	Very Low $270K	$220M	812	6%
Council Oak Wealth Advisors	Typical $1.4M	$510M	370	32%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
KFA Private Wealth Group, LLC	Typical $990K	$810M	814	28%
Pacific Asset Management, LLC	Typical $1M	$370M	370	33%
Stonewater Wealth Management, Inc.	Very Low $100K	$46M	444	2%
O'Boyle Wealth Management, Inc.	Typical $1M	$380M	371	50%
Laurel Wealth Advisors, LLC	High $2M	$1B	520	47%
Macro Advisors, Inc.	Low $530K	$360M	669	10%
Mills Wealth Advisors, LLC	Typical $1.1M	$490M	446	38%
The Goff Financial Group	Very High $3M	$670M	223	64%
Voisard Asset Management Group	Typical $1.2M	$550M	446	36%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Arlington Financial Advisors, LLC	High $1.9M	$1.2B	595	45%
Alliance Wealth Management Group, LLC	Typical $1.2M	$520M	447	31%
Asset Planning, Inc	High $1.5M	$550M	373	50%
BetterWealth LLC	High $1.7M	$650M	373	58%
Lighthouse Wealth Management, Inc.	Low $580K	$220M	373	13%
Wood Wealth Group, LLC	Very Low $150K	$56M	373	4%
SLOY, DAHL & HOLST, LLC	High $2M	$890M	448	37%
Helmstar Wealth Management	High $1.5M	$760M	523	43%
Schwarz Dygos Wheeler Investment Advisors LLC	Typical $1.4M	$730M	523	42%
Baron Silver Stevens Financial Advisors, LLC	High $2M	$1.2B	598	73%
Cannon Wealth Management Services	Low $530K	$200M	374	14%
Provision Asset, LLC	Very Low $320K	$150M	459	9%
Stewardship Advisors, LLC	Low $760K	$510M	674	22%
Argent Wealth, LLC	Typical $1M	$460M	450	31%
Firestone Capital Management Inc	High $2.1M	$790M	375	51%
Strategic Family Wealth Counselors, L.L.C.	Very High $5.3M	$1.6B	300	50%
Greenwood Gearhart, LLC	High $1.8M	$1.9B	1,051	46%
Worth Advisors	Low $620K	$280M	451	13%
Clear Trail Advisors, LLC	High $2.1M	$800M	376	60%
Cornerstone Wealth Management	Typical $1.1M	$430M	376	28%
Dentist Advisors	Low $640K	$480M	752	22%
Kickstand Wealth Advisors	High $1.7M	$620M	376	57%
Vista Investment Partners LLC	Typical $1.2M	$560M	452	26%
Financial Plan, Inc.	High $1.8M	$1.6B	905	34%
Mustard Seed Wealth Management	Low $620K	$420M	679	22%
Indie Asset Partners, LLC	High $1.8M	$550M	302	49%
Ullmann Wealth Partners	Very High $2.4M	$1.2B	529	57%
American Money Management, LLC	Typical $990K	$820M	832	25%
Occidental Asset Management, LLC	Typical $1.2M	$1.1B	908	100%
Uptick Partners, LLC	Typical $930K	$1.1B	1,135	33%
Petredis Investment Advisors	Very High $3.2M	$1.7B	530	57%
Cadinha & Co LLC	High $1.7M	$1B	606	47%
Cross Border Wealth, LLC	Very Low $420K	$220M	531	100%
Tempus Wealth Planning, LLC	Typical $980K	$670M	683	41%
Asset Advisors	Very High $3M	$1.3B	456	54%
Core Wealth Partners LLC	Typical $1M	$390M	380	22%
Great Hill Capital, LLC	Very High $13M	$1B	76	100%
Mayport Wealth Management	Very High $4.5M	$690M	152	74%
Strongtower Wealth Management, Plc	Very Low $330K	$130M	380	15%
Wealthcrest Financial Services, LLC	Typical $1.3M	$510M	380	61%
Oxford Wealth Group, LLC	Very Low $360K	$330M	913	6%
CLF Asset Management, Inc.	Very Low $350K	$140M	381	26%
Concentrum Wealth Management	High $2.3M	$890M	381	47%
Palm Wealth Partners	Very Low $260K	$180M	686	6%
Applied Capital LLC	Low $520K	$360M	687	14%
Inlight Wealth	Very High $3.7M	$840M	229	65%
Lathrop Investment Management Company	Very High $2.8M	$630M	229	66%
Navpoint Financial, Inc.	Very High $3.3M	$750M	229	82%
Shiraishi Financial Group Advisors	Very Low $240K	$110M	458	17%
Infinity Tax & Financial Planning	Very Low $220K	$83M	382	7%
Selective Wealth Management, Inc.	Low $640K	$440M	688	27%
The Marshall Financial Group LLC	Low $680K	$670M	994	17%
Ironwood Wealth Management, LLC	Typical $1.3M	$610M	459	34%
WealthPlan Investment Management LLC	Typical $910K	$1.9B	2,068	18%
BCA Private Wealth, Inc.	Low $820K	$310M	383	44%
Roberts, Glore & Co.	High $1.9M	$730M	383	49%
Black Card Circle	Very Low $210K	$97M	460	7%
One Degree Advisors, Inc.	Typical $1M	$480M	461	33%
Strive Financial Group, LLC	Very Low $310K	$240M	769	14%
National Wealth Management Group, LLC	Very Low $400K	$530M	1,308	10%
Steigerwald, Gordon & Koch - Wealth Advisors	High $1.9M	$1.3B	693	56%
Pinkerton Wealth Partners	Typical $1.1M	$1.3B	1,233	31%
TBH Global Asset Management, LLC	High $1.4M	$1.4B	1,002	43%
J.J. Burns & Company	High $2M	$1.2B	617	45%
Fairvoy Private Wealth, LLC	Typical $1.3M	$600M	463	40%
CHJ Wealth Management	High $1.9M	$600M	309	40%
Capstone Investment Financial Group, LLC	Very Low $440K	$170M	387	8%
AGH Wealth Advisors, LLC	Low $560K	$260M	465	47%
Amplius Wealth Advisors	High $2.2M	$1.7B	775	52%
Midwest Financial Group LLC	Low $590K	$550M	931	22%
Auxier Asset Management	Typical $1.1M	$490M	466	26%
Worthpointe	High $1.6M	$1B	622	37%
The Harbor Group, Inc.	Very High $2.8M	$2B	700	65%
TrueWealth Advisors, LLC	Low $500K	$540M	1,090	27%
Stack Financial Management Inc	Very High $2.4M	$1.8B	779	76%
SHP Wealth Management, LLC	Low $800K	$1.8B	2,261	21%
Nikulski Financial, Inc.	Typical $940K	$440M	468	25%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
Ramsay Stattman Vela & Price Inc	High $1.7M	$680M	390	61%
Merkle Retirement Planning	Low $560K	$570M	1,015	28%
Horizon Financial Services, LLC	Low $670K	$260M	391	24%
Vital Investment Management LLC	Low $720K	$280M	391	25%
Osborne Partners	Very High $3.3M	$2.3B	704	61%
Wealth Dimensions Group, Ltd.	High $1.6M	$1.1B	704	53%
Cassady Wealth & Retirement Planning L.L.C.	Low $620K	$240M	392	18%
Hexagon Capital Partners, LLC	High $1.6M	$620M	392	52%
Quattro Advisors L.L.C.	Typical $890K	$350M	392	50%
Apollon Financial, LLC	Typical $1.2M	$1.4B	1,256	34%
Bigelow Investment Advisors, LLC	Typical $1.3M	$410M	314	43%
Kimery Wealth Management, LLC	Typical $1.2M	$560M	471	36%
Old North State Wealth Management, LLC	Typical $960K	$450M	471	24%
Century Management Financial Advisors	Low $790K	$560M	707	19%
Portfolio Advisory Council,L.L.C.	Low $720K	$390M	550	24%
Mirador Capital Partners	Typical $1.4M	$880M	629	35%
Thrive Wealth Management, LLC	High $1.8M	$1.6B	865	34%
Alpha Wealth Management And Planning LLC	Low $640K	$300M	473	51%
Ables, Iannone, Moore & Associates, Inc.	Low $640K	$250M	395	21%
PFG Private Wealth Management, LLC	Low $590K	$280M	474	14%
The Main Street Group	Low $710K	$500M	711	17%
Retirement Income Solutions, Inc.	Very High $2.3M	$3B	1,265	69%
Human Investing	Low $720K	$920M	1,267	11%
Bridgewater Asset Management LLC	Low $860K	$340M	396	42%
Waterfront Wealth Inc.	Typical $1.4M	$1.1B	792	33%
Diversified, LLC	Typical $1.3M	$2.7B	1,982	42%
Bulman Wealth Group	Low $510K	$280M	555	14%
AssetBuilder, Inc.	Typical $1.1M	$760M	714	35%
Broadway Wealth Solutions	Very Low $340K	$290M	875	17%
Element Squared Private Wealth	Very Low $430K	$200M	478	17%
Chemistry Wealth Management LLC	High $2.3M	$1.3B	558	59%
CFO4Life	High $1.7M	$1.5B	877	40%
Omega Financial Group, LLC	High $1.7M	$540M	319	46%
FLC Capital Advisors	Very High $2.5M	$810M	320	58%
Invista Advisors	Very Low $420K	$270M	640	35%
J.M. Arbour, LLC	Very Low $250K	$180M	720	4%
MBR Financial	High $2M	$960M	480	48%
Motiv8 Investments LLC	Very Low $300K	$220M	720	6%
Neville, Rodie & Shaw Inc	Very High $5.6M	$1.8B	320	69%
SWS Advisors, inc.	Very Low $110K	$60M	560	0%
Potentia Wealth	Low $740K	$530M	722	54%

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