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 %
Southland Equity Partners, LLC.	Low $500K	$890M	1,766	2%
Astra Wealth Management Group	High $1.6M	$1.6B	964	36%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Northstar Asset Management Company, LLC	Very High $4.1M	$660M	161	61%
Paradigm Investment Advisory, LLC	Low $610K	$390M	644	87%
Pekin Hardy Strauss, Inc.	High $2M	$1.5B	725	48%
Barlow Wealth Partners, LLC	Very High $3.2M	$1.3B	403	77%
Ameraudi Asset Management, Inc.	High $2.2M	$2B	888	94%
Park Square Financial Group LLC	Low $520K	$210M	404	11%
Seamount Financial Group Inc	High $1.5M	$720M	485	37%
IFG Advisors, LLC	High $1.8M	$1B	566	53%
Invest Capital Partners	Very Low $390K	$250M	647	14%
Rea Wealth Management	Typical $930K	$830M	890	21%
Clayton Financial Group, LLC	Very High $3.2M	$780M	243	69%
Hemsley Advisors, Ltd.	High $1.9M	$630M	324	39%
Redwood Wealth Management, LLC	Very High $3.4M	$840M	243	51%
White Lighthouse Investment Management, Inc.	High $2.3M	$920M	405	42%
Opal Wealth Advisors, LLC	High $1.5M	$1.1B	730	46%
Vantage Point Wealth Management	Very Low $270K	$330M	1,219	27%
Means Wealth Management	Typical $1.1M	$1.4B	1,302	30%
Hill Country Group	Very Low $350K	$140M	407	12%
The Patriot Financial Group, LLC	Low $600K	$1.4B	2,361	16%
Elevatus Wealth Management, LLC	High $1.5M	$500M	326	42%
Horizon Financial	Low $700K	$510M	734	16%
Fortitude Financial LLC	Low $690K	$280M	408	17%
Old Port Advisors	Low $830K	$680M	816	26%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
Apriem Advisors	Typical $1.3M	$1.4B	1,062	33%
AlbanyAdvisor Group LLC	Low $740K	$300M	409	17%
Sherrill & Hutchins Financial Advisory Inc	High $1.5M	$610M	409	50%
Cornerstone Wealth	Typical $1M	$2.4B	2,373	13%
Carr Financial Group	Typical $1.3M	$740M	574	32%
Pathworks Financial, Inc.	Low $670K	$270M	410	12%
RIA Advisory Group, LLC	Very Low $280K	$560M	1,968	5%
Boldin Advisors	Very Low $0	$0	821	63%
Studio Investment Management	High $2.1M	$700M	329	55%
Essex LLC	Typical $1.1M	$610M	576	28%
Bush Wealth Management	Low $500K	$250M	494	16%
Moisand Fitzgerald Tamayo, LLC	High $1.5M	$1.3B	906	43%
Eldridge Investment Advisors Inc.	Typical $930K	$610M	659	50%
Droms Strauss Wealth Management	High $1.9M	$790M	412	47%
FPNavigators	Low $810K	$330M	412	17%
Retirement Strategies, Ltd.	Low $640K	$260M	412	18%
Wealth Management Associates, Inc.	Low $720K	$660M	907	24%
Duncker Streett & Co.	Very High $3.1M	$510M	165	57%
Sentinel Asset Management, LLC	Very Low $130K	$63M	495	0%
Cheviot Value Management, LLC	High $1.9M	$1.1B	578	50%
Wealthshield Partners, LLC	Typical $1.1M	$1.2B	1,156	25%
Elderado Financial, Inc.	Low $570K	$240M	413	15%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Miramontes Capital, LLC	Low $530K	$400M	744	15%
New Wave Wealth Advisors	Low $770K	$380M	496	22%
Washington Avenue Advisors	Very Low $460K	$300M	662	13%
Wedgewood Partners, Inc.	Typical $1.2M	$390M	331	44%
Hassell Wealth Management	Typical $940K	$390M	414	23%
MTM Investment Management, LLC	High $1.6M	$660M	414	57%
Rodgers & Associates	High $1.6M	$1.6B	994	55%
TFB Advisors, LLC	Low $600K	$800M	1,326	13%
Fragasso Financial Advisors	Typical $1.3M	$2.7B	2,073	37%
Addison Capital	High $2.2M	$540M	249	55%
Rainey & Randall Wealth Advisors, Inc.	Very High $2.8M	$920M	332	59%
Generational Wealth, Inc.	Low $590K	$390M	665	15%
Caldwell Advisors, LLC	Low $680K	$340M	499	50%
KingsMark Private Financial Advisors, LLC	Typical $930K	$390M	416	41%
Smithbridge Asset Management, Inc.	High $1.5M	$750M	500	32%
RVW Wealth LLC	High $1.4M	$1.2B	834	3%
LifeTyme Financial Advisors, LLC	—	—	502	0%
Oath Planning, LLC	Low $570K	$280M	502	12%
Regatta Capital Group, LLC	Typical $1.2M	$1.3B	1,088	43%
Lifestyle Asset Management, INC.	Low $600K	$560M	922	18%
BDFS Capital LLC	Low $540K	$410M	756	10%
G&S Capital LLC	Typical $1.1M	$470M	421	37%
Sound View Wealth Advisors Group, LLC	Very High $2.4M	$2.2B	927	49%
The Salvetti Group	Typical $1.1M	$630M	590	27%
TrueNorth Wealth	Typical $1.3M	$1.1B	843	31%
Birchwood Financial Partners, Inc.	Typical $1.1M	$850M	759	58%
PAX Financial Group	Low $550K	$750M	1,350	13%
Founders Grove Wealth Partners, LLC	Very High $3.1M	$530M	169	70%
Selby Wealth Management	Very High $2.8M	$480M	169	66%
George M. Hiller Companies, LLC	Very Low $430K	$180M	423	39%
SGH Wealth Management	Typical $1.3M	$560M	423	50%
Varra Financial	Low $590K	$300M	508	18%
Quad-Cities Investment Group, LLC	Low $600K	$360M	593	23%
Beam Wealth Advisors, Inc.	Low $630K	$1.4B	2,207	20%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Baxter Investment Management	Very High $2.6M	$1.1B	425	52%
Bayntree Wealth Advisors, LLC	Very Low $470K	$240M	510	20%
Navalign, LLC	Typical $980K	$670M	680	35%
Price Financial Group Wealth Management, Inc.	Very Low $330K	$170M	511	3%
Research Financial Strategies	Very Low $470K	$240M	511	18%
Apex Strategic Wealth, LLC	Very Low $480K	$290M	597	20%
Kuhn Advisors, Inc.	Very High $3.1M	$800M	256	78%
The Wealth Collaborative, Inc.	Very High $3.1M	$790M	256	60%
Waypoint Wealth Counsel LLC	Very High $3.1M	$800M	256	60%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Prosperity Financial Group, Inc.	Low $820K	$490M	598	20%
Alliance Wealth Advisors, LLC	Low $720K	$550M	770	18%
Epsilon Financial Group, Inc.	Typical $1.4M	$600M	428	38%
Vickerman Investment Advisors, Inc.	High $1.5M	$630M	428	35%
HFG Wealth Management, LLC	Typical $1.1M	$450M	429	41%
Proactive Wealth Strategies, LLC	Low $710K	$310M	429	24%
TradeWell Tax & Financial	Low $640K	$280M	429	17%
Summit Asset Management LLC	High $1.9M	$990M	515	39%
Frisch Financial Group, Inc.	High $1.5M	$920M	601	60%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Cura Wealth Advisors, LLC	Very High $3.1M	$530M	172	68%
West Michigan Advisors	Low $560K	$780M	1,378	12%
Foster Victor	High $1.6M	$2.6B	1,638	45%
IVC Wealth Advisors LLC	Low $840K	$430M	518	17%
Modus Advisors, LLC	High $1.7M	$600M	346	47%
SPG Advisors LLC	Low $770K	$540M	692	23%
DLK Investment Management	Low $730K	$320M	433	7%
Allied Investment Advisors LLC	Typical $1M	$970M	953	32%
Bookends Financial Planning	Low $650K	$340M	520	17%
Joel R. Mogy Investment Counsel Inc.	Very High $8.1M	$2.1B	260	80%
Park Place Capital Corporation	Low $730K	$440M	607	6%
Kiplinger Wealth Advisors	Low $600K	$260M	434	14%
Van Hulzen Financial Advisors	Typical $1.2M	$1.7B	1,389	27%
Marks Group Wealth Management, Inc.	High $1.9M	$1.5B	782	52%
Tactive Advisors, LLC	Very Low $210K	$340M	1,564	3%
Draper Asset Management, LLC	Very Low $370K	$190M	522	11%
Paratus Financial, Inc.	Very High $8.7M	$750M	87	78%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
Platform Technology Partners	Typical $1.4M	$1.2B	871	39%
HIGH FALLS ADVISORS, Inc.	Typical $870K	$690M	784	27%
Granite Bay Wealth Management, LLC	Typical $910K	$560M	610	27%
Financial Freedom House	Very Low $290K	$150M	523	10%
Structured Wealth Management, Inc.	Very Low $430K	$230M	523	0%
Ridgeline Wealth Planning LLC	Low $590K	$260M	436	21%
Smb Financial Services, Inc.	Very Low $390K	$170M	436	13%
FSA Wealth Partners	Typical $1.1M	$790M	698	33%
Gray Private Wealth, LLC	High $1.8M	$470M	262	58%
Wela Financial Advisory	High $1.5M	$650M	437	12%
Berkshire Money Management, Inc.	Typical $1.3M	$1.2B	875	38%
GK Wealth Management LLC	Very Low $490K	$260M	525	24%
Matauro, LLC	Typical $1.2M	$1B	876	40%
My Prosper Team	Very Low $130K	$58M	438	10%
SFE Investment Counsel Inc.	Low $760K	$660M	877	22%
Foundation Wealth Management, LLC	High $1.7M	$590M	351	55%
Center for Financial Planning Inc	Typical $1.3M	$2B	1,496	27%
E & G Advisors, LLC	High $1.9M	$660M	352	48%
Prestige Wealth Management Group, LLC	High $1.5M	$670M	440	41%
Signature Equity Partners, LLC	Very Low $310K	$330M	1,056	4%
Level Financial Advisors, Inc.	Typical $1.2M	$860M	705	34%
Seneca Financial Advisors LLC	High $2.3M	$820M	353	45%
Arrowroot family office, LLC	Very Low $290K	$410M	1,413	42%
FRG Family Wealth Advisors	Very High $2.9M	$760M	265	43%
Stewardship Advisory Group, LLC	Low $580K	$310M	530	25%
David Wendell Associates, Inc.	Very High $2.4M	$1.1B	442	47%
Innovative Advisory Partners, LLC	Low $800K	$350M	442	12%
AllGen Financial Advisors, Inc.	Very Low $420K	$450M	1,062	9%
Dock Street Asset Management Inc.	Very High $6.1M	$1.1B	177	51%
King Wealth Management Group, LLC	High $1.5M	$1B	708	35%
McGlone Suttner Wealth Management, Inc.	Typical $1.4M	$980M	708	41%
Blakeslee & Blakeslee Financial Advisers Inc.	Very Low $480K	$380M	797	15%
The Advisory Resource Group, LLC	Typical $1.3M	$930M	709	21%
Dean, Jacobson Financial Services	Low $810K	$430M	532	32%
Rhodes Investment Advisors, Inc.	Very Low $370K	$290M	799	0%
Insight Financial Services	Very Low $480K	$210M	444	29%
Integral Wealth Management	High $1.4M	$640M	444	35%
Convergence Financial	Very Low $330K	$880M	2,665	24%
TCP Asset Management, LLC	Low $530K	$1.2B	2,221	13%
Hibernia Wealth Partners, LLC	Low $560K	$350M	623	37%
Shulman Demeo Asset Management, LLC	High $2.3M	$820M	356	49%
RDA Financial network	Very Low $440K	$670M	1,514	2%
Seasons of Advice Wealth Management	Typical $1.4M	$1.2B	891	41%
Meyers Wealth Management, LLC	High $2.2M	$1.8B	802	41%
Personal CFO Solutions LLC	Very High $2.6M	$1.6B	624	62%
SyntheticFi LLC	High $1.6M	$990M	624	0%
O'Keefe Stevens Advisory, Inc.	High $1.6M	$590M	357	44%
FPL Capital Management, LLC	Very High $3.1M	$840M	268	67%
FSB Premier Wealth Management, Inc.	Very Low $470K	$420M	894	13%
Tandem Financial, LLC	Typical $1.1M	$500M	447	30%
J.P. King Advisors, Inc.	High $2M	$890M	448	39%
Fusion Family Wealth, LLC	Very High $3.8M	$1.4B	359	56%
Cornerstone Advisory	Very High $2.5M	$2B	808	56%
Kavar Capital Partners	Very High $2.9M	$1.3B	449	51%
Cornerstone Securities LLC	Very Low $230K	$210M	900	10%
Managed Asset Portfolios, LLC	Low $560K	$910M	1,620	14%
O'Hagan Group, Inc.	Typical $1.4M	$1.2B	900	44%
The Millstone Evans Group, LLC	Typical $1.4M	$870M	630	33%
Wolff Financial Management LLC	High $1.7M	$610M	360	43%
Focused Alpha, LLC	Typical $910K	$490M	541	24%
626 Financial, LLC	Low $830K	$380M	451	27%
Compass Advisors	Typical $1.2M	$420M	361	34%
Common Cents Planning	Typical $1.1M	$500M	452	32%
Eagle Wealth Management Group Inc.	Low $770K	$350M	452	29%
Auxano Advisors	Very High $2.4M	$1.7B	724	37%
Delta Asset Management, LLC	Very High $2.6M	$1.4B	543	44%
Probity Advisors, Inc.	Typical $1.2M	$660M	543	28%
Smith & Wyatt	Very Low $290K	$210M	724	5%
Compass Financial Advisors LLC	Very Low $310K	$190M	634	23%
Quaker Wealth Management LLC	Typical $990K	$450M	453	31%
H Financial Management	Typical $1M	$560M	544	31%
Forum Private Client Group	Low $630K	$400M	635	18%
Guidestone Advisors	Typical $940K	$2B	2,087	34%
Plan A Wealth, LLC	Low $650K	$410M	637	26%
Waddell & Associates, LLC	High $2.2M	$2.2B	1,001	31%
Souders Financial Advisors, LLC	Typical $890K	$1.1B	1,275	18%
Marion Wealth Management	Typical $1.2M	$540M	456	36%
PR Wealth Management Group	Very Low $350K	$160M	456	8%
Legacy Wealth Management, LLC	High $1.6M	$2.4B	1,460	46%
Shepherd Financial Partners, LLC	High $1.7M	$1.2B	730	47%
The Hoerner Planning Group, LLC	Very High $3.8M	$1.4B	365	44%
FBB Capital Partners	Very High $2.4M	$2.4B	1,004	2%
Bay Colony Advisors	Low $530K	$1.4B	2,650	33%
Skinner, Copper & Ehmen Wealth Management, LLC	Typical $1.1M	$630M	549	28%
Windsor Capital Management, LLC	Typical $1.4M	$620M	458	40%
Tradition Wealth Management LLC	Typical $960K	$2B	2,107	27%
Holistic Wealth Advisors	Very Low $430K	$270M	642	18%
Salomon and Ludwin	Very High $2.9M	$1.3B	459	57%
Widmann Financial Services	Low $820K	$450M	551	22%
MG&A Wealth	High $1.5M	$960M	644	36%
Tencap Wealth Coaching	Very Low $370K	$270M	736	7%
Hilltop Wealth & Tax Solutions	Low $740K	$610M	829	23%
Ruedi Wealth Management, Inc.	Typical $1M	$460M	461	27%
NOVA FINANCIAL SERVICES	Low $640K	$470M	738	20%
Biondo Investment Advisors LLC	Typical $990K	$1.1B	1,108	24%
Warner Wealth	Low $600K	$440M	739	45%
Alpha Capital Management	High $1.8M	$850M	462	44%
Gradient Capital Advisors, LLC	High $1.6M	$720M	462	56%
Cahill Financial Advisors, Inc.	High $1.6M	$1.7B	1,109	49%
Breakwater Capital Group	Very High $2.8M	$1B	370	65%
Prairie Wealth Advisors, Inc.	Typical $1.4M	$510M	370	27%
Capital Investment Counsel, LLC	Very High $2.7M	$1.3B	463	68%
Financial Action, Inc.	Very Low $220K	$100M	464	7%
Defender Capital	Very High $2.4M	$450M	186	69%
West Branch Capital LLC	High $1.8M	$680M	372	46%
Hoxton Planning & Management, LLC	High $1.6M	$580M	373	46%
Presilium Private Wealth, LLC	High $1.8M	$670M	373	61%
BlueStem Wealth Partners, LLC	Low $660K	$1.1B	1,679	21%
Delta Advisory Group, Inc.	Very Low $460K	$220M	468	12%
Tar River Wealth Planning, LLC	Low $790K	$370M	469	20%
Kingdom Financial Group, LLC	Very Low $290K	$510M	1,785	4%
Cora Capital Advisors	Typical $880K	$660M	752	33%
Shorehaven Wealth Partners, LLC	Typical $1.3M	$500M	376	45%
Truvestments Capital LLC	Low $490K	$640M	1,316	9%
Ascent Wealth Partners, LLC	Typical $1.3M	$1.3B	1,036	25%
MyTimeEquity	Very Low $330K	$150M	471	80%
Terril & Company	High $1.9M	$890M	471	45%
Greene Wealth Management, LLC	Very High $3.3M	$1.2B	377	53%
Jackson Thornton Wealth Management, LLC	High $2M	$1.8B	943	38%
Cyr Financial Inc.	Very Low $380K	$180M	472	10%
WT Wealth Management, LLC	Very Low $360K	$410M	1,133	9%
Mack Investment Securities, Inc.	Very Low $450K	$300M	661	43%
HCM Wealth Advisors	Typical $1.3M	$1.1B	850	39%
ForthRight Wealth Management, LLC	Typical $1.3M	$760M	567	47%
KOM Wealth Management Group, LLC	Low $720K	$410M	567	28%
Mraz and Associates	High $1.8M	$870M	473	47%
Triton Wealth Management, PLLC	Very Low $470K	$410M	853	17%
Integrated Financial Strategies, LLC	Low $680K	$320M	474	32%
Outlook Wealth Advisors, LLC	Typical $1M	$590M	569	33%
Absher Wealth Management, LLC	High $1.8M	$1.2B	665	57%
Cortland Associates Inc	Very High $2.4M	$930M	380	57%
Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services	High $1.8M	$860M	475	18%
RIA Advisors	High $1.4M	$1.8B	1,235	35%
Waller Financial Planning Group, Inc.	Typical $1.3M	$750M	570	43%
Burkett Financial Services, LLC	Typical $1.2M	$550M	476	41%
Stark Wealth Management LLC	Low $490K	$230M	476	19%
The Wealth Alliance, LLC	High $1.7M	$1.9B	1,144	39%
Lebenthal Global Advisors, LLC	Very Low $360K	$860M	2,385	9%
Pettinga Financial Advisors, LLC	High $1.6M	$1.1B	668	38%
Evergreen Wealth	Typical $1.1M	$600M	573	24%
Basepoint Wealth, LLC	Low $660K	$820M	1,242	21%
Lantz Financial LLC	High $1.5M	$990M	669	38%
Market Street Wealth Management	Low $790K	$840M	1,052	19%
Base Wealth Management	Very Low $380K	$330M	861	3%
Cardinal Capital Management Inc	Very High $2.7M	$760M	287	53%
Carl P. Sherr & Co., LLC	High $1.7M	$500M	287	65%
Keudell Morrison Wealth Management, LLC	Typical $1M	$800M	766	23%
Burgess Investment Group, LLC	Very Low $170K	$150M	862	9%
Christian Financial Advisors	Very Low $460K	$220M	479	18%
Mag Cap	Low $650K	$930M	1,437	16%
Axiom Financial Strategies Group, LLC	Low $600K	$350M	575	19%
Optima Capital LLC	Low $570K	$380M	671	12%
Dahring \| Cusmano and Associates	Low $560K	$480M	863	18%
Financial Insights Wealth Management	Typical $970K	$740M	768	31%
Ogorek Wealth Management, LLC	Very High $2.4M	$450M	192	60%
Preferred Retirement Options, Inc	—	—	480	0%
Wilson Wealth Management Group, L. L. C.	Very Low $100K	$50M	480	3%
Lifelong Wealth Advisors, Inc.	Low $820K	$710M	865	23%
Three Cord True Wealth Management, LLC	Low $550K	$320M	577	44%
Capital Advisors, Ltd., LLC	Typical $1.2M	$1.3B	1,058	56%
Navista Wealth Management, Inc.	High $1.7M	$670M	385	51%
Palisade Investments, LLC	Low $570K	$330M	578	24%
Form Wealth Advisors, LLC	Typical $1.3M	$1B	771	18%
Greater Midwest Financial Group, LLC	Low $780K	$530M	678	21%
Gilliland Jeter Wealth Management, LLC	High $1.8M	$520M	291	19%
JLB & Associates Inc	Very High $3.1M	$890M	291	56%
Lesko Securities Inc.	Low $610K	$710M	1,166	14%
LYNCH & Associates	Typical $1.2M	$790M	681	24%
Hudock Capital Group	Typical $1.1M	$970M	876	30%
DiNuzzo Private Wealth, Inc.	High $1.5M	$1.1B	779	44%
Gettings Busch Wealth Management	Low $610K	$540M	877	23%
Pinnacle Financial Group LLC	High $1.7M	$670M	390	50%
Brophy Wealth Management, LLC	Typical $1.4M	$530M	391	38%
Longview Wealth Management	Typical $980K	$1.1B	1,173	25%
Lakeridge Wealth Management LLC	Low $670K	$720M	1,076	22%
A4 Wealth Advisors LLC	Very Low $360K	$210M	587	25%
Premier Wealth Advisors, LLC	Typical $1.3M	$630M	490	36%
Prostatis Financial Advisors Group	Very Low $390K	$600M	1,568	8%
Stonehearth Capital Management	Typical $870K	$430M	490	27%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
L & S Advisors, Inc	Typical $920K	$900M	981	18%
Madison Advisory Services, Inc.	Very Low $470K	$500M	1,080	19%
Bauman Wealth Advisors	Very Low $420K	$200M	491	9%
Empire Financial Management Company, LLC	Low $690K	$680M	982	75%
HHM Wealth Advisors, LLC	Typical $1.2M	$1.4B	1,180	30%
Pinney & Scofield, Inc.	Very High $2.9M	$860M	295	75%
Wealth Management Resources, Inc.	Low $600K	$350M	590	12%
Great Oak Capital Partners, LLC	Low $790K	$470M	591	24%
Rowland Miller + Partners LLC	Very High $3.1M	$620M	197	58%
Symphony Financial Services, Inc.	Low $560K	$330M	591	12%
VIMA, LLC	Very Low $190K	$230M	1,182	3%
Elevated Financial Group	Low $510K	$350M	690	19%
Moller Wealth Partners	Very High $2.6M	$760M	296	46%
Woodward Diversified Capital, LLC	Typical $900K	$360M	396	28%
Charter Oak Capital Management	Typical $1.1M	$1.6B	1,389	33%
3Edge Asset Management, LP	Low $750K	$1.1B	1,489	24%
Armstrong Advisory Group Inc.	Typical $1.1M	$1.7B	1,489	50%
EQ Wealth Advisors	High $1.9M	$580M	298	34%
Heritage Investment Group, Inc.	Very High $2.4M	$2.2B	894	50%
ALTA Capital Management LLC	Low $850K	$1B	1,193	24%
The Planning Center, Inc.	High $1.5M	$1.3B	895	36%
Allen Capital Group, LLC	Low $650K	$1.4B	2,189	19%
Hedeker Wealth LLC	Very High $2.9M	$580M	199	55%
Straight Path Wealth Management	Very Low $480K	$430M	897	10%
Young Richard C & Co Ltd	High $2.2M	$1.8B	798	63%
Capital Investment Services of America Inc	Typical $1.2M	$1.1B	898	29%
Altrius Capital Management, Inc.	Typical $1.4M	$680M	499	50%
Claris Financial, LLC	Low $540K	$330M	599	27%
Snyder Wealth Group	Low $620K	$370M	599	9%
Creekmur Asset Management, LLC	Very Low $420K	$790M	1,897	12%
Grey Ledge Advisors, LLC	Low $670K	$540M	799	18%
Annandale Capital, LLC	Very High $5.5M	$1.1B	200	83%
Landaas & Company	Typical $1.1M	$1.9B	1,800	34%
Pearson Financial Services	—	—	500	0%
Revere Asset	Low $820K	$410M	500	21%
Stephens Group Asset Management, LLC	Very High $6.6M	$1.3B	200	56%
Pine Grove Financial Group	Typical $1.1M	$1.5B	1,404	36%
Northwest Financial Advisors LLC	Low $640K	$1.2B	1,908	17%
Disciplined Equity Management, Inc.	Very High $2.5M	$490M	201	55%
Shufro, Rose & CO., LLC	High $1.9M	$2.3B	1,207	45%
Graham Capital Wealth Management, LLC	Very Low $350K	$250M	705	9%
Pinnacle Family Advisors, LLC	Very Low $330K	$290M	907	12%
Cullen Investment Group	High $1.4M	$870M	605	39%
Townsend	Typical $1M	$1.5B	1,514	34%
Seneca House Advisors	High $1.7M	$500M	303	51%
Simplified Wealth Management	Very Low $310K	$220M	707	13%
PCG Wealth Management	Low $490K	$890M	1,819	13%
Pinnacle Wealth Advisors	Low $580K	$470M	810	9%
First Kentucky Securities Corporation	Very Low $360K	$550M	1,521	27%
IMG Wealth Management, Inc.	Very Low $300K	$210M	710	4%
Aviso Wealth Management	Low $640K	$580M	913	17%
Parisi Gray Wealth Management, LLC	Very High $3.9M	$800M	203	53%
Innova Wealth Partners, LLC	Low $550K	$280M	508	27%
Griffiths, Dreher & Evans, P.S., CPAs	Very Low $340K	$310M	915	8%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Manchester Financial Inc	Typical $1M	$1B	1,018	32%
Auctus Advisors LLC	Very High $3M	$610M	204	63%
Steginsky Capital LLC	Very High $4.3M	$440M	102	55%
Veridian Capital Partners	Low $670K	$550M	816	39%
Synergy Financial Partners, LLC	Low $570K	$290M	511	16%
Inspirion Wealth Advisors, LLC	High $1.5M	$1.4B	920	47%
TMB Capital Partners, LLC	Typical $1.4M	$560M	409	15%
Clayton Wealth Partners	Typical $1.1M	$770M	716	15%
Global Wealth Strategies and Associates, LLC	Low $490K	$450M	921	13%
Shadowridge Asset Management, LLC	Very Low $210K	$130M	614	9%
Virtus Wealth Solutions	High $1.8M	$550M	307	36%
Trebuchet Consulting, LLC	Very High $2.6M	$1.1B	410	54%
Axius Advisors LLC	Low $510K	$620M	1,231	10%
Concord Wealth Partners	Low $820K	$1B	1,232	21%
M2 Financial LLC	Very Low $160K	$82M	514	1%
Silverlake Wealth Management LLC	Low $790K	$810M	1,028	25%
TSFG, LLC	Low $740K	$1B	1,337	24%
Willow Creek Wealth Management, Inc.	High $2.1M	$2.1B	1,029	55%
Moment Partners, LLC	High $2.2M	$920M	412	52%
PACE Financial Advisors	Very Low $290K	$360M	1,240	6%
Sims Investment Management LLC	Low $580K	$300M	517	13%
AdviceOne Advisory Services, LLC	Typical $1.4M	$2B	1,449	54%
Newman Dignan & Sheerar, Inc.	Typical $1.3M	$680M	518	48%
Note Advisors, LLC	Low $700K	$360M	518	10%
Galvin, Gaustad & Stein, LLC	High $1.6M	$1.3B	831	53%
Mitchell, Mcleod, Pugh & Williams, Inc.	High $1.9M	$1.7B	935	42%
Capital A Wealth Management	Low $500K	$570M	1,143	12%
Catalyst Private Wealth, LLC	Low $710K	$370M	521	79%
Money Management Services Inc	Low $850K	$440M	521	29%
Wiser Wealth Management, Inc	Typical $960K	$500M	521	30%
Davidson Capital Management, Inc	Typical $1.2M	$520M	417	43%
Northwest Wealth Management, LLC	Very Low $460K	$960M	2,085	11%
American Capital Management Inc	Very High $3.7M	$1.2B	313	100%
DBS Investment Advisers, LLC	Very Low $300K	$160M	523	7%
Peak Planning Group, LLC	Low $850K	$710M	838	21%
Capstone Wealth Management Group, LLC	Low $670K	$350M	524	16%
Hughes Financial Services, LLC	Typical $910K	$760M	839	34%
Rosemeyer Management Group	Low $750K	$860M	1,154	21%
CarsonAllaria Wealth Management, LTD.	Typical $900K	$570M	631	27%
Torray Investment Partners LLC	Low $700K	$370M	526	12%
Wealthspan Partners, LLC	Low $860K	$450M	526	42%
Freedom Day Solutions, LLC	High $1.5M	$620M	421	40%
Bill Few Associates, Inc.	Typical $910K	$2.7B	2,954	3%
Wealthquest Corporation	Typical $1.4M	$2.2B	1,583	36%
Fitzwilliams Wealth Management Inc.	Very Low $190K	$120M	634	13%
Linden Thomas Advisory Services, LLC	Typical $1.3M	$1.6B	1,268	34%
Cozad Asset Management Inc	Typical $1.2M	$2.5B	2,116	44%
Purus Wealth Management, LLC	Low $710K	$450M	635	15%
Vantage Wealth Management, LLC	High $1.8M	$1.1B	635	42%
WMG Financial Advisors, LLC	Very Low $290K	$450M	1,589	7%
Rightoak Asset Management, LLC	Very Low $150K	$110M	742	1%
Affinity Capital Advisors LLC	High $1.6M	$840M	531	39%
Enrich Financial Partners LLC	Typical $1.3M	$560M	425	68%
Goldstein Advisors, LLC	Typical $1M	$1.1B	1,069	31%
Fortis Group Advisors LLC	Very Low $310K	$790M	2,566	7%
Dumont & Blake Investment Advisors LLC	Typical $1.3M	$550M	428	48%
Apeiron	Low $690K	$810M	1,178	45%
Payne Capital Management, LLC	Typical $1.3M	$1.3B	964	36%
First Financial Coaching, Inc.	Very Low $440K	$660M	1,500	12%
Highmark Wealth Management LLC	High $1.4M	$610M	429	40%
Lighthouse Financial Advisors, Inc.	Very High $2.4M	$1B	429	48%
Chicago Investment Advisory Group	Very Low $350K	$270M	751	7%
Claris Advisors, LLC	Very High $2.7M	$880M	322	43%
Hilton Head Capital Partners, LLC	Low $600K	$390M	646	15%
St. Denis J. Villere & Co., LLC	Very High $2.8M	$900M	323	59%
Fourthought Financial Partners, LLC.	High $1.8M	$1.7B	970	41%
Early McClintic & McMillan, LLC	Typical $990K	$640M	647	11%
Sykon Capital LLC	Low $510K	$330M	647	60%
Alliance Wealth Advisors, LLC	Low $760K	$490M	648	9%
Financial Council, LLC	High $2M	$1.3B	648	53%
LM Advisors LLC	Very High $4.5M	$2.4B	540	55%
Hancock Whitney Investment Services Inc.	Very Low $330K	$280M	865	0%
McElhenny Sheffield Capital Management, LLC	Low $670K	$510M	757	13%
All Star Financial	Typical $1.3M	$680M	541	35%
California Financial Advisors	High $1.5M	$2.3B	1,517	44%
Compak Asset Management	Low $860K	$1.5B	1,734	67%
The Nemes Rush Group, LLC	High $1.9M	$1.4B	759	45%
Kerr Wealth Management	Very Low $240K	$130M	543	24%
IBEX Wealth Advisors, LLC	High $1.4M	$1.2B	869	46%
White Pine Investment Co	High $1.6M	$520M	326	33%
Oldfather Financial Services	Typical $1.1M	$490M	435	7%
Anchor Investment Management	High $1.8M	$1.4B	763	31%
Kercheville Advisors LLC	High $1.6M	$510M	327	29%
Steffes Financial, Ltd	High $1.6M	$350M	218	42%
Alteri Wealth	High $1.7M	$550M	328	6%
TVAMP, LLC	Very Low $460K	$1.2B	2,516	14%
Albitz/Miloe and Associates, Inc.	Typical $1.2M	$810M	657	32%
Collegiate Capital Management, Inc.	High $1.5M	$640M	438	47%
Elite Income Advisors, Inc.	Very Low $320K	$210M	657	29%
White Oaks Wealth Advisors, Inc.	Very High $2.8M	$610M	219	78%
Avaii Wealth Management, LLC	Low $590K	$580M	986	19%

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