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 %
Denver Wealth Management, Inc.	Low $540K	$530M	986	21%
Penobscot Investment Management Company, Inc.	Very High $2.7M	$1.5B	548	58%
Investment Management Associates	High $1.5M	$480M	329	65%
Cornell Pochily Investment Advisors, Inc.	Typical $1.2M	$650M	549	36%
Lees Monsour Group	High $1.8M	$610M	330	32%
Empower Wealth Management	Low $630K	$350M	551	36%
Flaharty Asset Management, LLC	Low $790K	$870M	1,104	50%
SLP Wealth	Very Low $38K	$64M	1,657	1%
Montz Harcus Wealth Management	Typical $1.2M	$790M	667	33%
Peterson Wealth Services Inc.	Typical $1.1M	$490M	445	12%
Magnus Financial Group LLC	High $1.9M	$2.2B	1,114	34%
Meld Financial, Inc.	Low $660K	$740M	1,114	26%
Park Capital Management, LLC	Typical $880K	$490M	557	16%
LifeSteps Financial	Low $640K	$430M	669	15%
Markowski Investments	Very Low $370K	$450M	1,227	10%
Meridian Financial Partners LLC	Typical $1.1M	$600M	558	57%
Bridgeport Financial Solutions	Typical $1M	$910M	895	27%
Marquette Wealth Management	Very High $3.5M	$790M	224	51%
Altus Wealth Group, LLC	Low $780K	$610M	785	23%
Richard W. Paul & Associates, LLC	Low $550K	$370M	673	52%
Stablepoint Partners, LLC	High $1.6M	$920M	561	47%
Towerpoint Wealth, LLC	Typical $990K	$560M	561	29%
Oak Lane Advisors	Very Low $420K	$370M	898	29%
Pettyjohn, Wood & White, Inc.	High $1.7M	$930M	562	51%
Wealth Management Partners, LLC	Typical $970K	$760M	787	25%
Boltwood Capital Management	High $2.2M	$500M	225	41%
Spinnaker Investment Group, LLC	Typical $1M	$930M	902	29%
MSH Capital Advisors LLC	Very Low $440K	$1B	2,257	8%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
MinichMacgregor Wealth Management, LLC	Low $730K	$660M	904	21%
RBF Wealth Advisors	Low $540K	$670M	1,244	22%
Lone Peak Advisers	Very Low $140K	$130M	905	6%
Firethorn Wealth Partners, LLC	Low $710K	$480M	679	44%
Instrumental Wealth, LLC	Typical $870K	$490M	568	20%
AdamsBrown Wealth Consultants LLC	Low $510K	$930M	1,818	15%
Sittner & Nelson, LLC	High $2.1M	$980M	455	42%
Finivi Inc.	Very Low $450K	$310M	683	11%
Compass Capital Corporation	Very Low $480K	$650M	1,367	10%
West Invest	Very Low $440K	$300M	684	20%
Core Advisory Group	Very Low $290K	$330M	1,141	23%
Nexus One Financial Advisors LLC	Low $810K	$550M	685	27%
Allegiance Financial Group	Typical $1M	$600M	571	27%
WealthBridge Capital Management, LLC	High $1.6M	$710M	457	32%
Advisers Investment Management, Inc.	Very Low $180K	$100M	572	3%
Beacon Harbor Wealth Advisors	Typical $1M	$580M	572	31%
MFA Wealth Advisors, LLC	Low $750K	$600M	801	17%
OneAscent Wealth Management	Low $500K	$460M	916	14%
LJI Wealth Management, LLC	Low $700K	$1B	1,490	16%
Dedora Capital, Inc.	Typical $1.2M	$550M	460	23%
Moldenhauer & Associates	Low $660K	$760M	1,152	20%
TSG Advice Partners, LLC	Low $740K	$860M	1,152	24%
Stewart Wealth Management, Inc.	High $1.7M	$580M	346	58%
WNY Asset Management, LLC	Low $530K	$1.7B	3,234	12%
EPG Wealth Management LLC	Very Low $460K	$530M	1,156	49%
De Groote Financial Group, LLC	Very High $2.5M	$880M	347	42%
TriaGen Wealth Management LLC	High $1.5M	$520M	347	31%
Beese Fulmer Private Wealth Management	High $2.3M	$1.9B	810	42%
Axiom Asset Management	High $1.5M	$890M	579	39%
Cornerstone Financial Group	Very Low $380K	$220M	579	10%
Cadence Wealth Management LLC	Low $640K	$450M	696	16%
Cascade Investment Group, Inc.	Low $600K	$350M	580	13%
Roseman Wagner Wealth Management	High $2.2M	$1.3B	580	47%
Star Capital Inc.	Very Low $200K	$140M	697	5%
FINANCIAL FOCUS LLC	Typical $930K	$540M	581	51%
Beacon Bridge Wealth Partners, LLC	Low $600K	$420M	698	11%
Strategy Financial Group	Very Low $350K	$370M	1,051	15%
Sequoia Wealth Management, LLC	Very Low $370K	$600M	1,640	6%
WealthCare Asset Management, LLC	Very Low $340K	$200M	586	7%
CapWealth Advisors, LLC	High $1.4M	$2B	1,407	26%
SFG Wealth Management	Low $600K	$710M	1,173	47%
Argent Advisors, Inc.	Low $710K	$1B	1,410	19%
Headwater Investment Consulting,Inc.	Low $840K	$490M	588	31%
OxenFree Financial	Very Low $260K	$250M	941	11%
Paul R. Ried Financial Group, LLC	Typical $1.2M	$1.3B	1,059	38%
StrategicPoint Investment Advisors LLC	Typical $1.3M	$910M	706	43%
Arbor Investment Advisors	Very High $2.6M	$1.2B	471	62%
Security Capital Management	Low $570K	$1.3B	2,357	26%
Dupree Financial Group, LLC	Low $490K	$400M	825	14%
Antolino Wealth Advisors	High $1.5M	$1.4B	944	20%
Beacon Investment Advisors LLC	Very High $2.8M	$330M	118	50%
Jamison Private Wealth Management, Inc.	High $2M	$960M	472	40%
Oxinas Partners Wealth Management	Low $490K	$350M	708	12%
Quad City Investment Center	Low $530K	$370M	708	36%
Sarasin Asset Management Limited	Very High $3.3M	$390M	118	100%
Semmax Financial Advisors, Inc.	Low $600K	$500M	826	9%
KMG Fiduciary Partners, LLC	Typical $1.3M	$1.7B	1,301	31%
StrongBox Wealth, LLC	Typical $1.1M	$520M	474	40%
Barnes Wealth Management Group	Very Low $360K	$300M	833	15%
Iwealth	Very Low $430K	$300M	714	9%
Caliber Wealth Management, LLC	Typical $1.1M	$1.8B	1,668	30%
Navigation Wealth Management	Very Low $110K	$100M	954	1%
Meriwether Wealth & Planning, LLC	Very Low $480K	$290M	597	12%
Kerberrose Wealth Management, LLC	Very Low $380K	$590M	1,554	9%
Suncoast Equity Management, LLC	Typical $1.4M	$1.1B	838	20%
Leonard Rickey Investment Advisors, P.L.L.C.	Low $830K	$900M	1,078	25%
Three Magnolias Financial Advisors	Low $770K	$460M	599	76%
Ellenbecker Investment Group	Typical $900K	$2.1B	2,277	30%
Westside Investment Management, LLC	Typical $910K	$760M	839	44%
Discipline Wealth Solutions, Inc.	Very Low $370K	$710M	1,919	13%
Reston Wealth Management	Typical $1.2M	$570M	480	36%
PW Nova Financial Services LLC	Typical $870K	$630M	721	19%
Ballast Financial Advisors, LLC	Low $540K	$320M	602	20%
Bluesphere Advisors LLC	Typical $1M	$500M	482	35%
LGG Financial	High $2.3M	$560M	241	63%
Joule Financial, LLC	Low $650K	$470M	724	23%
Eclectic Associates, Inc.	Typical $1.2M	$1.4B	1,207	34%
Jackson Square Capital, LLC	Typical $880K	$530M	605	83%
Sprinkle Financial Consultants LLC	Very High $3.8M	$920M	242	67%
LBMC Investment Advisors, LLC	Very High $4.5M	$2.2B	485	59%
Tidemark, LLC	Low $530K	$450M	849	27%
Beacon Capital Management, LLC	Low $610K	$1.3B	2,064	15%
Winch Financial	Low $670K	$570M	851	17%
VSM Wealth Advisory, LLC	Typical $1M	$630M	609	71%
Semper Augustus Investments Group LLC	Very High $2.9M	$700M	244	82%
United Advisors America	Very Low $160K	$450M	2,809	2%
GEM Asset Management, LLC	Typical $1.1M	$550M	490	19%
FYRA Capital Management	Low $590K	$500M	858	15%
Dillon & Associates Inc	High $2.1M	$780M	368	11%
Openair Financial, LLC	Very Low $370K	$320M	860	19%
Curran Wealth Management	High $2.1M	$770M	369	46%
Beacon Capital, LLC	Very Low $440K	$270M	617	6%
Providence Wealth Advisors, LLC	Typical $1M	$650M	617	0%
Storen Financial	Low $500K	$430M	864	11%
Legacy Financial Independent Advisors LLC	Low $650K	$480M	741	21%
Waters, Parkerson & Co., LLC	Very High $3.2M	$2.4B	741	64%
YCG, LLC	Very High $3.4M	$830M	247	83%
Sunburst Financial Group, LLC	Low $830K	$720M	865	30%
AMI Asset Management Corp	High $1.4M	$1.6B	1,113	35%
Modell Capital Management LLC	Very High $4.9M	$1.8B	371	27%
Steel Grove Capital Advisors, LLC	High $1.8M	$1.6B	867	96%
Grantvest Financial Group LLC	Very Low $350K	$220M	620	32%
Rubicon Advisors	Very Low $300K	$410M	1,370	22%
von Borstel & Associates	Typical $1.4M	$680M	499	52%
BostonPremier Wealth	Low $690K	$520M	749	20%
Holt Capital Partners, L.P.	Very High $7.8M	$970M	125	72%
Global Wealth Management Investment Advisory, Inc.	Very Low $430K	$710M	1,626	9%
Mattson Financial Services, LLC	Very Low $460K	$510M	1,127	11%
Jay A. Fishman, Ltd	High $2.2M	$1.1B	501	49%
Slagle Financial, LLC	Very Low $270K	$410M	1,510	3%
NCM Capital Management, LLC	High $2.1M	$540M	252	77%
New Capital Management, LP	Very High $4.2M	$530M	126	71%
ISC Financial Advisors	Typical $940K	$1.2B	1,262	24%
Silver Grove Advisory Services	Very Low $210K	$450M	2,146	3%
Paulson Wealth Management Inc.	High $1.5M	$550M	379	41%
Patriot Investment Management Group Inc	Typical $1.1M	$1.6B	1,518	22%
Redwood Financial Network	Very Low $260K	$260M	1,012	38%
Asset Management Group, Inc.	Very High $3.4M	$870M	254	39%
Ttp Investments, Inc.	High $1.5M	$570M	381	41%
Dew Point Capital	Typical $910K	$460M	509	26%
Adell Harriman & Carpenter	Very High $2.5M	$1.9B	764	69%
Journey Retirement Planning and Investment Management, LLC	Very Low $290K	$190M	637	5%
Compass Retirement Group LLC	Very Low $150K	$110M	766	1%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Private Capital Advisors, Inc.	Very High $4.8M	$1.2B	256	30%
Synergy Asset Management, LLC	Low $620K	$710M	1,153	18%
Traphagen Financial Group	Typical $1.1M	$2.1B	1,922	29%
Stenger Family Office, LLC	Low $750K	$680M	897	35%
Fourpath Capital Management, LLC	Typical $1.1M	$860M	769	28%
Silicon Valley Capital Partners, L.P.	Very High $2.4M	$1.2B	513	66%
Center For Wealth Management Advisory	Very Low $350K	$230M	642	8%
Capital Advisor Network	Very Low $140K	$120M	900	7%
Jackson Wealth Management, LLC	Typical $1.2M	$1.1B	900	31%
Alternative Investment Advisors, LLC	Very Low $260K	$380M	1,418	5%
Accel Wealth Management	Low $510K	$660M	1,290	13%
Hendershot Investments, Inc.	High $1.9M	$980M	516	43%
Smedley Financial Services Inc	Very Low $440K	$340M	774	9%
12 Th Street Asset Management	Low $510K	$260M	517	100%
CRA Financial Services, L.L.C.	Typical $1.1M	$1.4B	1,299	29%
Croak Capital	Very Low $440K	$340M	780	12%
FRA Wealth Management LLC	Very Low $120K	$110M	910	1%
Centric Advisors, LLC	Very Low $190K	$170M	913	2%
Parkshore Wealth Management	Typical $980K	$510M	522	30%
RWM Capital, LLC	Very Low $150K	$220M	1,437	13%
360 Financial	Low $520K	$610M	1,177	36%
J. Hagan Capital, Inc.	Very Low $380K	$300M	785	9%
Blue Water Asset Management	Very Low $450K	$410M	916	13%
Boston Standard Wealth Management, LLC	High $1.6M	$650M	393	45%
Siler Wealth Management	Very Low $280K	$180M	655	8%
TRUE Private Wealth Advisors, LLC	Typical $890K	$1.4B	1,576	23%
Old Mission Investment Company, LLC	Low $820K	$860M	1,051	6%
Alongside, LLC	Very Low $410K	$870M	2,103	9%
Beacon Financial Group	Typical $1.2M	$1.3B	1,052	48%
Cleveland Wealth, LLC	Typical $1.3M	$510M	396	33%
Perspective Wealth Management	High $2.3M	$590M	264	83%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Measured Risk Portfolios	Low $580K	$460M	793	21%
Check Capital Management Inc	High $1.9M	$2.2B	1,192	100%
Driven Investments LLC	Very Low $200K	$240M	1,192	1%
E. S. Barr & Company	Very High $4.7M	$1.9B	398	68%
Richmond Brothers, Inc.	Very Low $350K	$230M	665	15%
American Financial Advisors Inc	High $1.6M	$1.3B	799	53%
Carson Advisory Group	Typical $900K	$840M	933	41%
Chicago Oakbrook Financial Group	Low $830K	$1.1B	1,336	14%
CWS Financial Advisors LLC	High $1.6M	$1.3B	802	48%
SevenBridge Financial Group, LLC	High $1.7M	$700M	401	35%
Altiora Financial Group, LLC	Very High $7.3M	$980M	134	78%
Werba Rubin Papier Wealth Management, LLC	High $2M	$1.4B	670	47%
Atwood Financial Planning LLC	Very Low $17K	$16M	939	36%
Blackston Financial Advisory Group, LLC	Very Low $350K	$330M	940	7%
Talbot Financial, LLC	Very High $5M	$1.3B	269	93%
Financial Partners Group, Inc.	Typical $940K	$1.1B	1,213	31%
Howe and Rusling, Inc.	High $2.1M	$2.3B	1,081	56%
Ballast Advisors, LLC	Low $810K	$660M	814	21%
MPS-LORIA Financial Planners, LLC	Typical $1.2M	$830M	679	28%
Azzad Asset Management, Inc.	Low $830K	$1.2B	1,494	33%
Pathway Financial Advisers, LLC	Low $640K	$520M	815	17%
Jennings & Associates Financial Advisors, LLC	Very Low $350K	$240M	680	26%
Purkiss Capital Advisors, LLC	High $2.1M	$840M	409	38%
Avity Investment Management Inc.	Very High $6.2M	$1.7B	274	88%
Rothschild Wealth LLC	Very Low $440K	$1.6B	3,569	45%
Rezny Wealth Management, Inc.	High $1.8M	$510M	275	73%
Legacy Wealth Management Group, Inc.	Very Low $300K	$290M	963	19%
Planned Solutions, Inc.	Low $810K	$670M	827	28%
J. L. Bainbridge & Co., Inc.	High $1.6M	$1.3B	828	42%
Values First Advisors, Inc.	Very Low $220K	$210M	967	8%
Opus Capital Management	High $2.2M	$910M	415	62%
Wallace Capital Management, Inc.	Very High $2.4M	$980M	415	63%
Cedar Mountain Advisors, LLC	Typical $980K	$820M	832	29%
W.A. Smith Financial Group	Low $700K	$1.2B	1,665	20%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
Consolidated Financial	Very Low $350K	$250M	695	16%
Bristol Wealth Group	Typical $940K	$790M	836	12%
Zevin Asset Management, LLC	Typical $1.1M	$590M	558	81%
Wealth Management Advisors, LLC	Low $740K	$510M	698	29%
Greatmark Investment Partners, Inc.	Very High $2.4M	$1B	420	47%
Rollins Financial Advisors, LLC	High $1.6M	$1.5B	982	41%
Evans Capital Management Associates	Typical $1.2M	$490M	422	31%
Evergreen Wealth Management, LLC	Very Low $350K	$250M	704	7%
Key Financial, Inc.	High $2M	$2.8B	1,409	49%
Richards Merrill Wealth Management	Very Low $430K	$550M	1,270	14%
Alliance Wealth Management Partners LLC	Very Low $310K	$220M	706	16%
B.A. Schrock Wealth Management	Very Low $400K	$280M	706	13%
LWM Advisory Services, LLC	Low $740K	$740M	989	19%
Sutterfield Financial Group, Inc.	Very Low $180K	$170M	989	5%
Chatham Wealth Management	High $1.5M	$640M	424	89%
Matheson & Rock Wealth Management, LLC	Typical $1.1M	$480M	425	38%
Pegasus Asset Management Inc	High $1.6M	$460M	284	44%
Maple Capital Management, Inc.	High $1.5M	$2.4B	1,563	42%
MEDIQUS Asset Advisors, Inc.	High $1.4M	$1B	711	42%
Robertson Investment Management	Very Low $430K	$490M	1,138	67%
Professional Planning Group	Typical $1M	$1.3B	1,281	30%
Advantage Wealth Partners	Typical $1.1M	$650M	570	35%
Atwater Malick	High $1.9M	$550M	285	57%
Martel Wealth Advisors, LLC	Typical $1.2M	$1.2B	998	38%
Aljian Capital Management	High $1.4M	$610M	428	36%
Munn Wealth Management, LLC	Very Low $320K	$220M	714	13%
J.W. Burns & Company, Inc.	High $1.5M	$880M	572	47%
Sowa Financial Group	Typical $900K	$520M	572	27%
Acorn Financial Advisory Services, Inc.	Very Low $460K	$1.2B	2,584	21%
Barrett & Company	Low $840K	$480M	576	24%
Drucker Wealth	Typical $1.1M	$770M	721	46%
Stillwater Capital Advisors, LLC	High $2.3M	$1.3B	577	45%
Lighthouse Wealth Strategies, LLC	Typical $980K	$840M	866	25%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Bridgewealth Advisory Group, LLC	Typical $950K	$690M	723	24%
Spectrum Financial Resources	Very Low $330K	$240M	723	19%
Wealth Advisors Group	Typical $1M	$1.1B	1,013	28%
Walsh & Associates, LLC	Low $620K	$810M	1,307	37%
Stonebrook Private LLC	High $1.5M	$880M	582	45%
Redmond Asset Management, LLC	High $1.5M	$430M	292	39%
Strategic Wealth Group	Very Low $430K	$1.5B	3,524	33%
C2 Private WEalth	Typical $870K	$1.8B	2,056	25%
Keystone Financial Services, LLC	Very Low $220K	$230M	1,028	3%
Arbor Trust Wealth Advisors, LLC	Typical $1.3M	$570M	441	41%
Compass Financial Advisory Services, LLC	Low $510K	$530M	1,031	35%
Brucke Financial, Inc.	Very Low $340K	$250M	738	24%
Hubbell Strickland Wealth Management, LLC	Typical $1.3M	$560M	444	36%
Total Investment Management, Inc.	Typical $1.1M	$1.4B	1,184	34%
Westchester Capital Management Inc	Typical $1.1M	$500M	445	44%
Flynn Zito Capital Management, LLC	Low $710K	$730M	1,039	44%
Hamilton Wealth, LLC	High $1.5M	$690M	447	40%
Everest Financial Group	Low $520K	$1B	1,940	18%
Guardian Asset Advisors, LLC	Very Low $230K	$270M	1,196	8%
IFC	Very Low $150K	$150M	1,048	3%
Red Oak Financial Group	Low $590K	$620M	1,051	0%
Demming Financial Services Corp.	Typical $900K	$670M	751	29%
Aspire Capital Advisors LLC	Low $520K	$1B	1,956	14%
Retirement Planning Solutions, LLC	Very Low $390K	$470M	1,210	6%
The Wellington Grp LLC	Very Low $310K	$470M	1,516	5%
Fischer Financial Services Inc	Typical $960K	$590M	609	25%
Independent Solutions Wealth Management, LLC	Very Low $350K	$1.5B	4,265	6%
LVZ, Inc.	Very Low $450K	$1.1B	2,438	5%
Lord and Richards	Very Low $100K	$130M	1,228	7%
KPP Advisory Services LLC	Very Low $310K	$1.2B	3,995	8%
Affinity Investment Group, LLC	Typical $1.2M	$560M	461	52%
PSI Advisors, LLC	Very Low $440K	$760M	1,704	33%
IAG Wealth Partners, LLC	Low $790K	$1.8B	2,339	23%
TLWM Financial	Very Low $470K	$580M	1,249	25%
Able Wealth Management LLC	Low $520K	$490M	937	21%
KLCM Advisors, Inc.	Very High $2.8M	$1.8B	625	64%
Equity Wealth Partners, LLC	Very Low $270K	$260M	939	5%
Triumph Capital Management	Very Low $280K	$620M	2,193	17%
Sequent Asset Management, LLC	Very High $3M	$930M	314	93%
Sandhill Investment Management	Typical $1M	$2.1B	2,044	18%
Financial Security Management, Inc	Low $550K	$610M	1,102	12%
Compass Financial Services	Very Low $360K	$400M	1,105	29%
Mid-American Wealth Advisory Group	Very Low $350K	$330M	948	5%
Vision Retirement	Low $560K	$620M	1,106	41%
Kohmann Bosshard Financial Services, LLC.	High $2.1M	$1B	475	46%
USAdvisors Wealth Management, LLC	Very Low $250K	$480M	1,901	4%
Advisors Management Group Inc	Very Low $430K	$820M	1,912	5%
Byrne Financial Freedom, LLC	Low $560K	$530M	956	40%
Nvest Financial, LLC	Low $840K	$670M	799	24%
Whitener Capital Management, Inc	Low $660K	$520M	800	30%
Academy Capital Management	Typical $1.2M	$1.1B	962	4%
Drawbridge Capital	Very Low $230K	$220M	972	37%
Greenbush Financial Group, LLC	Low $560K	$360M	648	31%
Weitzel Financial Services, Inc.	Very Low $290K	$330M	1,134	27%
Westwind Capital	Low $760K	$740M	972	24%
Southern Capital Advisors, LLC	Low $770K	$630M	812	20%
Jeppson Wealth Management, LLC	Low $750K	$740M	975	56%
Cloud Investments, LLC	Very Low $410K	$400M	980	8%
Rogan & Associates	Very Low $480K	$710M	1,481	20%
SageGuard Financial Group, LLC	Very Low $310K	$760M	2,469	5%
Wealth Preservation Advisors, LLC	High $1.8M	$590M	330	33%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Carter Financial Group, Inc.	Very Low $450K	$370M	826	6%
Valley Wealth Strategies, LLC	Very Low $340K	$1.4B	3,966	7%
Capital Advisors Wealth Management	Typical $920K	$910M	993	29%
MSA Financial	Typical $1M	$1.4B	1,324	36%
Parker Investment Management, LLC	High $2.2M	$730M	331	57%
O'Donnell Financial Services, LLC	Very Low $430K	$420M	995	9%
Gainline Financial Partners, LLC	Very Low $350K	$340M	998	58%
Harfst and Associates, Inc.	High $1.4M	$710M	499	26%
Cross Financial Advisors	Very Low $260K	$470M	1,831	30%
Keating Financial Advisory Services	Very Low $260K	$1.3B	4,994	5%
Financial Innovations, LLC	High $1.5M	$510M	334	70%
LVM Capital Management Ltd	Typical $880K	$1.2B	1,341	100%
Clarity Wealth Advisors	High $2.1M	$710M	336	66%
New Harbor Financial Group, LLC	Low $800K	$810M	1,010	28%
Big Sioux Wealth Management	Very Low $270K	$230M	843	29%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Wisdom Financial Services, L.L.C.	Low $510K	$780M	1,518	0%
Sage Advisors, LLC	Low $770K	$520M	675	22%
GRP Retirement Planning	Very Low $180K	$160M	846	6%
Retirable	Very Low $140K	$300M	2,210	12%
Saratoga Research & Investment Management	Low $750K	$1.9B	2,554	18%
Sterling Investment Counsel, LLC	Typical $1.1M	$980M	853	36%
Tempo Wealth	Typical $940K	$800M	853	61%
Prentice Wealth Management LLC	Low $540K	$550M	1,024	5%
GuideStream Financial, Inc.	Very Low $240K	$210M	854	5%
Financial Designs Corporation	Typical $990K	$510M	515	34%
The Lloyd Advisory Group	Very Low $350K	$430M	1,202	5%
MCCAY WEALTH ADVISORY LLC	Low $500K	$430M	859	39%
J.M. Forbes & Co. Llp	High $1.4M	$1.5B	1,041	34%
American Wealth Management	Low $840K	$730M	873	23%
Retirement Investment Advisors Inc	Typical $1M	$1.4B	1,399	29%
James T. Borello & Co.	Low $730K	$510M	700	24%
IAM Advisory LLC	Very Low $430K	$690M	1,583	14%
Howard Capital Management Group, LLC	Very High $3.8M	$2B	528	63%
Syntegra Private Wealth Group LLC	Low $660K	$1.4B	2,112	17%
Integrated Capital Management, Inc.	Very Low $170K	$150M	882	1%
Teamwork Financial Advisors, LLC	Very Low $400K	$1B	2,480	40%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Benin Management Corp	Typical $1.3M	$460M	356	51%
Nectarine	Very Low $0	$0	3,210	19%
Sanchez Wealth Management Group, LLC	Typical $1M	$560M	538	32%
Cfci	Low $510K	$550M	1,078	14%
Summit Financial Working with People You Trust	Very Low $170K	$180M	1,081	8%
Rosecap Investment Advisors, LLC	Low $690K	$500M	721	40%
Legacy Financial Group	Low $690K	$1B	1,450	22%
Gaddis Premier Wealth Advisors LLC	Very Low $250K	$370M	1,458	15%
West Wealth Group, LLC	Very Low $220K	$620M	2,736	3%
Financial Strategies Group, Inc	Low $520K	$670M	1,281	15%
Kaydan Wealth Management, Inc.	Low $650K	$720M	1,098	33%
Wealth Alliance Advisory Group, LLC	Low $820K	$750M	916	24%
Mcrae Capital Management Inc.	Typical $920K	$680M	736	100%
Ignite Planners LLC	Very Low $240K	$1.1B	4,605	10%
Grandfield & Dodd, LLC	Very High $2.9M	$2.2B	742	25%
Ascend Investment Partners	Low $670K	$620M	931	20%
Orange Investment Advisors, Inc.	Typical $970K	$1.3B	1,307	28%
New Vernon Wealth Management LLC	Very High $4.2M	$780M	187	52%
210 Financial	Very Low $260K	$240M	936	3%
Arkfeld Wealth Strategies, L.L.C.	Low $570K	$540M	937	14%
Sand Creek Capital, LLC	Very Low $400K	$380M	939	33%
Fellowship Financial Planning	Very Low $410K	$470M	1,130	11%
NorthCape Wealth Management	Typical $1.2M	$670M	570	29%
Essential Planning, LLC	Typical $920K	$520M	573	28%
Reagan Companies Asset Management, Inc	Typical $1.2M	$900M	764	37%
Campbell Deegan Financial	Typical $970K	$740M	766	25%
Safeguard Investment Advisory Group, LLC	Very Low $400K	$690M	1,726	23%
Strategic Wealth Partners, Ltd.	Very Low $420K	$1.5B	3,646	28%
Andrews, Lucia Wealth Management LLC	Very High $2.8M	$540M	192	61%
Bruton Chisnell Advisors, LLC	Low $700K	$410M	577	32%
Bruni J V & Co	High $2.3M	$900M	386	68%
Stuart Investment Advisors, Inc.	High $1.6M	$610M	386	44%
Intergy Private Wealth, LLC	Typical $1M	$600M	580	40%
KWB Wealth	Low $620K	$1.2B	1,935	45%
Googins Advisors, Inc.	Low $640K	$500M	778	31%
Berkeley Capital Partners, LLC	Low $490K	$760M	1,557	12%
Vision Capital Management Inc	Low $620K	$1.1B	1,755	64%
The Pacific Center For Financial Services	Typical $1.2M	$960M	781	42%
WP Advisors, LLC	High $1.5M	$590M	391	53%
Mach-1 Financial Group, LLC	Very Low $350K	$540M	1,566	10%
Vantus Wealth	Very Low $320K	$310M	980	14%
Uncommon Cents Investing	Typical $870K	$510M	589	25%
Magnate Advisory Services, LLC	Very Low $190K	$300M	1,572	4%
Focused Wealth Management, Inc.	Low $580K	$1.3B	2,163	14%
Clarity Financial Advisors LLC	Very Low $150K	$140M	985	2%
New England Capital Financial Advisors LLC	Low $520K	$610M	1,185	15%
Strategic Planning Group	Low $560K	$880M	1,582	22%
Asset Dedication, LLC	High $1.5M	$2.9B	1,986	42%
Newport Wealth Advisors, Inc.	Very Low $220K	$260M	1,193	5%
Adk Wealth Advisory Group	Low $640K	$760M	1,195	45%
Split Rock Private Trading and Wealth Management LLC	Very Low $300K	$300M	997	40%
Cullinan Associates, Inc.	High $2.2M	$1.3B	599	49%
Rooted Wealth Advisors	Very Low $250K	$400M	1,605	7%
Pacific Sage Partners, LLC	Typical $1.2M	$950M	804	28%
Fermata Advisors	Very Low $240K	$690M	2,815	25%
Whitaker-Myers Wealth Managers, Ltd.	Very Low $230K	$790M	3,422	5%
FWG Investments, LLC	Very Low $180K	$330M	1,813	1%
Rockport Wealth Advisors	Very Low $420K	$670M	1,612	15%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Harvest Investment Consultants LLC	Low $510K	$520M	1,015	24%
Capital Advisers, Inc.	Low $770K	$470M	610	10%
Jacksonville Wealth Management	Low $520K	$530M	1,020	51%
Materetsky Financial Group	Typical $870K	$710M	818	40%
Hahn Financial Group	Very Low $99K	$180M	1,846	3%
Kennedy Investment Group	Low $610K	$630M	1,036	12%
Five Talents Financial Management Group LLC	Very Low $250K	$260M	1,039	5%
Titan Retirement Advisors LLC	Typical $1.3M	$260M	208	24%
Sweeney & Michel, LLC	Typical $1M	$630M	627	16%
Spectrum Financial Alliance, Ltd., L.L.C.	Typical $1.1M	$660M	630	38%
MBE Wealth Management, LLC	Very Low $290K	$750M	2,536	7%
North Star Investment Management Corporation	Low $770K	$2B	2,536	20%
Cordgrass Capital Advisors, LLC	Typical $1M	$440M	425	31%
Coquina Private Wealth Advisors	Very Low $270K	$400M	1,488	44%
Horizon Wealth Management	Low $800K	$1B	1,280	32%
Dougherty & Associates Financial Advisors, Inc.	Very Low $360K	$380M	1,069	7%
REAP Financial Group, LLC	Low $500K	$650M	1,284	13%
Capital Investment Management, Inc	Low $520K	$560M	1,072	13%
McIlrath & Eck, LLC	Typical $1.1M	$1.4B	1,287	32%
Rockline Wealth Management LLC	Low $740K	$640M	861	39%
Johnson Brunetti	Very Low $460K	$2.8B	6,038	12%
Key Client Fiduciary Advisors, LLC	Very Low $330K	$730M	2,195	9%
Phoenix Wealth Advisors Inc.	Very Low $400K	$620M	1,538	35%
SEM Wealth Management	Very Low $380K	$750M	1,980	13%
Chatterton & Associates	Low $860K	$1.3B	1,542	26%
GR Financial Group, LLC	Low $680K	$1B	1,548	19%
Innovative Wealth Building LLC	Very Low $370K	$660M	1,770	11%
Storehouse Financial LLC	Very Low $180K	$240M	1,330	3%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
Nelson Securities,Inc.	Very Low $130K	$270M	2,016	0%
Affiliated Financial Advisors Inc	Low $600K	$540M	898	20%
Colonial River Wealth Management LLC	Very Low $260K	$460M	1,798	10%
WestEnd Advisors, LLC	Very Low $430K	$1.7B	4,050	6%
Traynor Capital Management	High $1.5M	$2.4B	1,590	26%
CGC Financial Services	Low $750K	$850M	1,140	18%
Family Wealth Planning Partners	Very Low $180K	$210M	1,141	4%
Schnieders Capital Management, LLC.	High $2.1M	$970M	459	40%

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