AUM per client for Team firms serving clients in Virginia

Team firms active in Virginia 336 firms

Very Low $260K-$520K

Low $520K-$890K

Typical $890K-$1.6M

High $1.6M-$2.4M

Very High $2.4M-$4.7M

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

Median: $1.1M

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Firm	AUM/client	AUM	Clients	HNW client %
Sun Global LLC	Very Low $420K	$4.6M	11	45%
Monument Advisers	Very Low $200K	$5.5M	27	19%
Lexington Hill Partners, LLC	Very High $4.7M	$260M	56	95%
Paraklete Financial, Inc.	Very Low $0	$0	69	80%
Foundation Wealth & Tax Advisors, LLC	Low $730K	$68M	93	35%
Q3 Advisors, LLC	—	—	224	0%
Investment Research Corp	Very Low $310K	$51M	163	2%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Acima Private Wealth LLC	Very High $7M	$410M	59	61%
Henley & Company Wealth Management LLC	Typical $1.3M	$80M	63	35%
Barrett Capital Management,LLC	Low $740K	$48M	64	55%
Rothschild Capital Partners	Very High $3.3M	$210M	64	89%
Avestar Capital, LLC	Very High $12M	$2B	170	84%
Najarian Family Office, LLC	Typical $1.1M	$76M	66	38%
Harbour Capital Advisors, LLC	Very High $13M	$700M	55	100%
AtCap Partners, LLC	Very Low $490K	$170M	342	56%
Folger Nolan Fleming Douglas Incorporated	Very High $3.1M	$790M	257	16%
American Elite Advisory	Very Low $270K	$19M	73	0%
CSP Financial Group LLC	Very Low $380K	$120M	312	10%
View Capital RIA, LP	Very High $13M	$1.7B	135	93%
Bull Harbor Capital LLC.	Low $840K	$350M	421	30%
MMA Asset Management LLC	Typical $1.2M	$330M	282	52%
GreenLeaf Financial Network, LLC	Low $620K	$120M	189	21%
PCM Encore, LLC	Very High $13M	$1.6B	127	52%
Manchester Capital Management LLC	Very High $11M	$2.2B	211	73%
QM Advisors LLC	Low $700K	$110M	154	41%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Exeter Financial, LLC	Very High $4.7M	$410M	88	55%
Best Life Infinity, LLC	Very Low $440K	$48M	110	8%
SIMA Wealth Partners, LLC	Typical $1.3M	$140M	111	54%
MBI LLC	Typical $1.6M	$300M	191	50%
The Advisory Group of San Francisco, LLC	Very High $3.5M	$410M	116	73%
LRI Investments	Very High $4M	$1.9B	477	45%
Glassy Mountain Advisors, Inc.	Very High $2.9M	$370M	127	66%
Forefront	Very Low $420K	$240M	572	18%
Dover Advisors, LLC	Very High $2.9M	$380M	128	57%
Lynx Investment Advisory, LLC	Very High $4.2M	$900M	214	45%
WealthCare Financial Group, Inc.	Very Low $140K	$18M	130	0%
Fruitful	Very Low $72K	$25M	351	0%
11 Financial	Very Low $250K	$33M	133	10%
Clear Capital Management LP	Low $550K	$61M	112	15%
Gannett Wealth Advisors	Low $660K	$89M	135	93%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Horizon Wealth	Typical $900K	$150M	163	47%
Jackson, Grant Investment Advisers, Inc.	Very High $6.1M	$580M	94	91%
Amuni Financial, Inc.	Low $680K	$190M	283	21%
Monument wealth Management	Very High $2.5M	$530M	215	49%
Northstar Asset Management, Inc.	Very High $3.8M	$640M	169	64%
Signature Resources Capital Management, LLC	Low $780K	$290M	366	25%
Aegis Wealth	Very High $6M	$740M	123	83%
Bright Wealth Management, LLC	Typical $1.4M	$240M	175	33%
Brown Edwards Wealth Strategies	Typical $1.5M	$300M	200	37%
Joss Brown Wealth Advisors	Typical $1.2M	$160M	127	54%
Access Wealth	Typical $1.4M	$530M	363	33%
Chase Investment Counsel Corporation	Very High $2.8M	$370M	130	58%
Mclean Asset Management Corp.	High $1.9M	$920M	486	53%
Solitude Financial Services, Inc.	High $2.2M	$360M	164	81%
Parsonex Advisory Services, Inc.	Low $720K	$240M	330	18%
Glassman Wealth Services, LLC	Very High $6.9M	$2.5B	359	84%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Sapere Wealth Management, LLC	Very High $2.5M	$580M	227	66%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
Indivisible Partners	Very High $3M	$1.4B	460	58%
Integrity Financial Advisors, LLC	Very Low $480K	$110M	230	10%
Equita Financial Network, Inc.	Typical $900K	$390M	434	71%
Wellington Shields & Co., LLC	Low $860K	$500M	580	28%
Evermay Wealth Management, LLC	Very High $2.4M	$1.3B	558	42%
AMJ Financial Wealth Management LLC	Typical $1M	$480M	470	21%
Activ8 Family Office LLC	Very High $5.1M	$1.5B	299	50%
Investment Partners Asset Management	Typical $1.1M	$280M	241	61%
The Capital Management Corporation	Very High $3.4M	$630M	187	66%
Alpha Financial Advisors, LLC	Typical $1.4M	$220M	156	46%
Connective Wealth Partners, LLC	Very Low $250K	$78M	316	2%
Craft Wealth Services	Low $530K	$120M	222	15%
Bay Capital Advisors, LLC	Typical $1.1M	$220M	194	41%
Aurelius Family Office, LLC	High $1.8M	$300M	165	51%
Innovative Advisory Group	Low $640K	$190M	298	9%
Zenith Wealth Partners	Very Low $300K	$88M	298	10%
WealthCrossing	Very High $5.7M	$1.5B	266	74%
Evo Advisors	High $2M	$340M	167	57%
SC&H Wealth	High $1.8M	$1.2B	668	37%
Apforia	Very Low $270K	$98M	368	15%
OLIO Financial Planning	High $1.6M	$580M	368	42%
Leading Edge Financial Planning LLC	High $1.7M	$520M	302	64%
Oakwood Capital, Inc.	Very Low $430K	$260M	608	30%
TritonPoint Wealth, LLC	Very High $4.4M	$1.5B	338	52%
Capital Cities Investments	Low $600K	$290M	476	13%
Hamilton Point Investment Advisors, LLC	Very High $3.8M	$910M	239	85%
Analog Capital Partners LLC	Low $540K	$93M	173	12%
Westbourne Investments, Inc.	Typical $1.5M	$250M	173	27%
Conservest Capital Advisors Inc	Very High $6.8M	$1.9B	278	73%
Beacon Wealth Consultants, Inc.	Very Low $460K	$240M	522	5%
The Ithaka Group, LLC	Very High $2.5M	$270M	107	91%
D'Orazio Wealth Advisors	Very High $5M	$1.4B	291	78%
Econologics Financial Advisors	Low $570K	$170M	291	54%
Advisors Financial, Inc.	Typical $1.4M	$320M	220	43%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Blue Edge Capital, LLC	Very High $4.3M	$640M	147	71%
Kinloch Capital, LLC	High $1.6M	$300M	185	55%
May Hill Capital, LLC	Very High $4.1M	$460M	113	70%
Ellevest	High $2.3M	$1.1B	471	79%
Marotta Wealth Management, Inc.	High $1.9M	$660M	354	52%
Hermitage Wealth	Very Low $150K	$30M	197	2%
Alterna Wealth Management, Inc.	Low $860K	$990M	1,151	55%
Leigh Baldwin & Co., LLC	Very Low $390K	$260M	676	10%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
Nasdaq Dorsey Wright	Low $520K	$420M	806	59%
Trumbower Financial Advisors LLC	Very High $8.1M	$2B	246	65%
Greenwood Capital Associates, LLC	Typical $1.5M	$1B	660	12%
HSC Wealth Advisors	Typical $1.1M	$420M	376	45%
Novare Capital Management	Very High $2.5M	$1.9B	757	58%
Power Wealth Management	High $1.7M	$430M	253	52%
Syndicated Capital, Inc.	Very Low $310K	$140M	465	6%
West Financial Services, Inc.	Very High $2.9M	$2.7B	940	58%
Invicta Financial Group	Low $780K	$370M	477	38%
ENZI Wealth	High $2M	$440M	219	64%
RiverFront Investment Group, LLC	Typical $890K	$1.1B	1,185	0%
BSG Advisers	Very Low $500K	$130M	264	24%
PYA Waltman Capital, LLC	High $1.7M	$680M	398	48%
Brown \| Miller Wealth Management, LLC	High $1.9M	$950M	487	57%
Forthright Capital	Very Low $110K	$110M	978	1%
Strathmore Capital Advisors	Typical $1.6M	$770M	493	48%
Chicory Wealth	Typical $1.5M	$830M	539	42%
The Wealth Boutique	Very Low $380K	$120M	317	9%
Bridgewater Advisors Inc.	Very High $4.2M	$2.5B	589	62%
Professional Financial Solutions, LLC	Typical $1.5M	$410M	279	49%
Avenir Corporation	Very High $5.5M	$770M	140	65%
Corrales & Co.	Low $580K	$160M	280	20%
3Chopt Investment Partners LLC	Very High $3.8M	$890M	235	61%
Hopwood Financial Services, Inc.	Very High $2.6M	$740M	283	60%
Covenant Wealth Advisors	High $1.7M	$910M	522	54%
Westover Capital Advisors, LLC	Very High $2.4M	$560M	238	53%
Cornerstone Wealth Partners, LLC	Very Low $340K	$150M	429	0%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Ironview Capital Management, LLC	Very High $2.9M	$1.1B	386	80%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
Partners in Financial Planning, LLC	High $2.3M	$900M	391	9%
Delta Financial Advisors, Inc.	Typical $950K	$230M	245	29%
Trubee Wealth Advisors, Inc.	Typical $1.2M	$830M	686	24%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
Carlson Investments	Typical $1.5M	$540M	350	31%
Glass Jacobson Wealth Advisors	High $1.8M	$930M	501	30%
Pactolus	Very Low $380K	$120M	302	100%
Graves Light Lenhart	Very High $2.6M	$1B	403	62%
Juno Financial Group LLC	Typical $1M	$310M	305	28%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
PlanVest Financial, Inc.	Low $570K	$180M	307	27%
Riggs Asset Management Co Inc	Typical $1.5M	$620M	410	35%
The Lewis Financial Group	Typical $1.6M	$480M	308	58%
United Wealth Management, LLC	Typical $1.6M	$410M	257	58%
Harvest investment Services, LLC	Very Low $410K	$620M	1,500	12%
Natural Investments	Typical $1.6M	$1.9B	1,242	22%
Yeske Buie Inc.	High $2.3M	$1.1B	466	48%
A. N. Culbertson & Company, Inc.	Very High $2.6M	$810M	311	54%
American Capital Advisory, LLC	Low $830K	$300M	367	21%
NovaPoint Capital LLC	Typical $1.3M	$280M	210	30%
Alpha Omega Wealth Management, LLC	High $2.1M	$990M	473	44%
Live Oak Private Wealth, LLC	Very High $2.7M	$1.3B	476	56%
NobleBridge Wealth	Low $580K	$210M	372	15%
Covington Investment Advisors, Inc.	Very High $2.9M	$630M	215	34%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
Armstrong, Fleming & Moore, Inc.	High $2.3M	$1.3B	539	49%
Wealthtrak Advisors	Low $710K	$190M	270	23%
AMB Wealth, LLC	Typical $1M	$870M	878	20%
CPC Advisors, LLC	High $1.6M	$1.5B	934	11%
Lewis Asset Management	Typical $1.4M	$380M	276	39%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Chesapeake Investment Management LLC	Very Low $500K	$200M	391	100%
Aspect Partners, LLC	Typical $1.4M	$400M	280	45%
Sovereign Financial Group, Inc.	Low $830K	$1.1B	1,288	22%
Argus Investors' Counsel, Inc.	Very Low $410K	$120M	282	3%
Bellars Harris Wealth Management	High $1.7M	$490M	283	29%
Signet Financial Management, LLC	High $1.6M	$1.1B	689	46%
Godsey & Gibb Wealth Management	High $1.8M	$1.4B	747	59%
YHB Investment Advisors Inc	High $1.8M	$1.9B	1,092	33%
Verus Financial Partners	High $1.9M	$1.2B	636	42%
Investor FAN	Typical $900K	$790M	874	27%
Heritage Financial LLC	Typical $1.1M	$380M	350	38%
Proffitt & Goodson Inc.	Very High $2.6M	$750M	293	58%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Thompson Davis & Co., Inc.	Low $690K	$200M	294	70%
SGL Financial, LLC	Very Low $470K	$410M	883	10%
Momentum Advisors	Typical $990K	$350M	354	38%
Prestige Wealth Management	Very Low $500K	$150M	297	7%
Gainplan LLC	Low $820K	$390M	478	39%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
Preston Wealth Advisors, LLC.	Low $810K	$240M	301	21%
Blume Capital Management, Inc.	Very High $3.5M	$860M	242	72%
Mathis Wealth Management	Low $660K	$200M	304	25%
Cypress Financial Planning	Typical $1.1M	$490M	427	25%
Pgi Wealth Management	High $1.8M	$890M	497	39%
Edgemoor Investment Advisors, Inc.	Very High $4.1M	$1.3B	312	49%
Whitwell Advisors	Very Low $320K	$100M	312	18%
Bright Futures Wealth Management, LLC	Very Low $330K	$290M	879	12%
Heartwood Wealth Advisors, LLC	Very High $2.5M	$1.4B	566	100%
Summit Wealth Partners, LLC	Low $850K	$660M	770	17%
Buttonwood Financial Advisors, Inc.	Typical $1.5M	$480M	321	47%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Toth Financial Advisory Corp	High $1.7M	$1.1B	647	52%
Blueprint Financial Advisors	Very Low $500K	$930M	1,883	2%
Canal Capital Management, LLC	Very High $2.7M	$1B	390	74%
Buttonwood Wealth	Typical $1M	$410M	399	27%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Drive Wealth Advisers	Typical $1.4M	$1.5B	1,073	31%
Commonwealth Retirement Investments LLC	Typical $1.1M	$380M	336	41%
Compton Wealth Advisory Group, LLC	Very High $3.7M	$750M	204	55%
Turner Financial Group, Inc.	Very Low $400K	$220M	547	10%
Insight Advisors, LLC	Low $870K	$780M	894	25%
Mason & Associates, LLC	Typical $1.1M	$470M	414	42%
Hunter Capital Management	Typical $1.5M	$750M	485	100%
Capital Investment Advisors	Low $680K	$280M	417	19%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Sustainable Advisors Alliance LLC	Very Low $410K	$230M	559	17%
Davinci Financial Designs	Low $630K	$220M	350	13%
Axiom Value Wealth Management LLC	Very Low $270K	$96M	351	17%
Centurion Wealth Management	High $1.8M	$750M	428	42%
CJM Wealth Advisers, LTD.	High $1.7M	$1.4B	860	28%
Gratus Wealth Advisors LLC	High $1.8M	$770M	431	46%
The Kelly Group	Typical $960K	$1B	1,087	23%
Lazari Capital Management, Inc.	Low $690K	$500M	731	17%
Marshall Investment Management, LLC	Very Low $510K	$300M	587	44%
Compass Wealth Management LLC	High $1.8M	$660M	367	42%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
KFA Private Wealth Group, LLC	Typical $990K	$810M	814	28%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Wealthcrest Financial Services, LLC	Typical $1.3M	$510M	380	61%
Selective Wealth Management, Inc.	Low $640K	$440M	688	27%
WealthPlan Investment Management LLC	Typical $910K	$1.9B	2,068	18%
Roberts, Glore & Co.	High $1.9M	$730M	383	49%
Steigerwald, Gordon & Koch - Wealth Advisors	High $1.9M	$1.3B	693	56%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
The Main Street Group	Low $710K	$500M	711	17%
Southland Equity Partners, LLC.	Very Low $500K	$890M	1,766	2%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Redwood Wealth Management, LLC	Very High $3.4M	$840M	243	51%
Opal Wealth Advisors, LLC	Typical $1.5M	$1.1B	730	46%
Capitol Private Wealth Group LLC	Typical $990K	$560M	570	30%
Horizon Financial	Low $700K	$510M	734	16%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
James River Asset Management, LLC	Low $660K	$270M	411	25%
Sentinel Asset Management, LLC	Very Low $130K	$63M	495	0%
Rainey & Randall Wealth Advisors, Inc.	Very High $2.8M	$920M	332	59%
ValueWealth Services, LLC	Low $760K	$320M	420	27%
Founders Grove Wealth Partners, LLC	Very High $3.1M	$530M	169	70%
Romano Wealth Management	Typical $1.5M	$1.4B	934	51%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Abich Financial Wealth Management, LLC	Low $760K	$390M	517	23%
Bookends Financial Planning	Low $650K	$340M	520	17%
Arrowroot family office, LLC	Very Low $290K	$410M	1,413	42%
SyntheticFi LLC	High $1.6M	$990M	624	0%
Rembert Pendleton Jackson	High $1.8M	$2.6B	1,434	49%
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%
Salomon and Ludwin	Very High $2.9M	$1.3B	459	57%
Lebenthal Global Advisors, LLC	Very Low $360K	$860M	2,385	9%
Prostatis Financial Advisors Group	Very Low $390K	$600M	1,568	8%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
ALTA Capital Management LLC	Low $850K	$1B	1,193	24%
Capital Investment Services of America Inc	Typical $1.2M	$1.1B	898	29%
Claris Financial, LLC	Low $540K	$330M	599	27%
Creekmur Asset Management, LLC	Very Low $420K	$790M	1,897	12%
Landaas & Company	Typical $1.1M	$1.9B	1,800	34%
Pearson Financial Services	—	—	500	0%
Northwest Financial Advisors LLC	Low $640K	$1.2B	1,908	17%
Seneca House Advisors	High $1.7M	$500M	303	51%
Aviso Wealth Management	Low $640K	$580M	913	17%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Concord Wealth Partners	Low $820K	$1B	1,232	21%
Hughes Financial Services, LLC	Typical $910K	$760M	839	34%
Fitzwilliams Wealth Management Inc.	Very Low $190K	$120M	634	13%
Sollinda Capital Management LLC	Very Low $290K	$500M	1,710	9%
Hilton Head Capital Partners, LLC	Low $600K	$390M	646	15%
Financial Council, LLC	High $2M	$1.3B	648	53%
Compak Asset Management	Low $860K	$1.5B	1,734	67%
TVAMP, LLC	Very Low $460K	$1.2B	2,516	14%
Collegiate Capital Management, Inc.	Typical $1.5M	$640M	438	47%
Elite Income Advisors, Inc.	Very Low $320K	$210M	657	29%
Carlson Financial	Low $580K	$630M	1,097	16%
SLP Wealth	Very Low $38K	$64M	1,657	1%
Everstar Asset Management, LLC	Very Low $200K	$220M	1,116	32%
Meridian Financial Partners LLC	Typical $1.1M	$600M	558	57%
Pettyjohn, Wood & White, Inc.	High $1.7M	$930M	562	51%
Navellier & Associates Inc	Low $870K	$1.1B	1,242	97%
Allegiance Financial Group	Typical $1M	$600M	571	27%
Beacon Harbor Wealth Advisors	Typical $1M	$580M	572	31%
Security Capital Management	Low $570K	$1.3B	2,357	26%
Beacon Investment Advisors LLC	Very High $2.8M	$330M	118	50%
Semmax Financial Advisors, Inc.	Low $600K	$500M	826	9%
Wealthcare Capital Partners, LLC	Low $550K	$390M	708	13%
Reston Wealth Management	Typical $1.2M	$570M	480	36%
Ballast Financial Advisors, LLC	Low $540K	$320M	602	20%
United Advisors America	Very Low $160K	$450M	2,809	2%
Steel Grove Capital Advisors, LLC	High $1.8M	$1.6B	867	96%
Alexander Investment Services Co.	Very Low $390K	$480M	1,240	10%
Asset Management Group, Inc.	Very High $3.4M	$870M	254	39%
Capital Advisor Network	Very Low $140K	$120M	900	7%
Hendershot Investments, Inc.	High $1.9M	$980M	516	43%
J. Hagan Capital, Inc.	Very Low $380K	$300M	785	9%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Atwood Financial Planning LLC	Very Low $17K	$16M	939	36%
Blackston Financial Advisory Group, LLC	Very Low $350K	$330M	940	7%
Azzad Asset Management, Inc.	Low $830K	$1.2B	1,494	33%
Legacy Wealth Management Group, Inc.	Very Low $300K	$290M	963	19%
Schorn Wealth	Low $520K	$370M	712	14%
Acorn Financial Advisory Services, Inc.	Very Low $460K	$1.2B	2,584	21%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Redmond Asset Management, LLC	Typical $1.5M	$430M	292	39%
McLaughlin Ryder Investments, Inc.	Typical $1M	$470M	465	46%
TLWM Financial	Very Low $470K	$580M	1,249	25%
USAdvisors Wealth Management, LLC	Very Low $250K	$480M	1,901	4%
Pine Harbor Wealth Management LLC	Very High $3.2M	$510M	159	66%
Jeppson Wealth Management, LLC	Low $750K	$740M	975	56%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Integrated Capital Management, Inc.	Very Low $170K	$150M	882	1%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Martin Wealth Solutions	Very Low $420K	$380M	896	11%
Campbell Deegan Financial	Typical $970K	$740M	766	25%
Asset Dedication, LLC	Typical $1.5M	$2.9B	1,986	42%
Paul Winkler, Inc.	Very Low $520K	$1.2B	2,419	15%
Harvest Investment Consultants LLC	Very Low $510K	$520M	1,015	24%
Capital Advisers, Inc.	Low $770K	$470M	610	10%
SEM Wealth Management	Very Low $380K	$750M	1,980	13%
Chatterton & Associates	Low $860K	$1.3B	1,542	26%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
Colonial River Wealth Management LLC	Very Low $260K	$460M	1,798	10%
Channel Wealth, LLC	Very Low $410K	$810M	1,974	43%
M Financial Asset Management, Inc.	Typical $1.2M	$1.2B	995	4%
Oasis Advisors	Very Low $54K	$270M	4,987	1%
Capital Investment Counsel Inc	Low $750K	$910M	1,221	37%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
Giverny Capital Asset Management	High $1.7M	$580M	337	66%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Woodard & Co Asset Management Group Inc	Low $610K	$1.1B	1,806	18%
Vectors Asset Management	Low $590K	$490M	823	20%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%
Cary Street Partners Asset Management	Low $710K	$1.3B	1,804	34%

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