Clients per advisor for Multi-team firms serving clients in Florida

Most financial advisors serve between 50 and 90 clients, though this number can vary widely based on the firm’s size, client focus, and service approach. The number of clients an advisor manages offers insight into how the firm operates and what kind of experience you might expect as a client. For multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—this metric reflects a more complex organizational structure with multiple teams and specialized roles.

In Florida, multi-team firms typically have a median of about 52 clients per advisor, slightly below the national median of 57. This distribution, spanning from around 15 to 182 clients per advisor, suggests a diverse landscape. Some firms in the state prioritize more personalized, team-based service with fewer clients per advisor, while others operate more systematized models that handle larger client loads. This range reflects the balance between high-touch, relationship-driven approaches and scalable, process-oriented models within Florida’s multi-team firms.

What this means for you is that there isn’t a single “right” number of clients per advisor. Lower client counts often indicate more individualized attention, while higher counts may point to greater efficiency and potentially lower costs. Understanding where a firm falls on this spectrum can help you gauge the level of service you might receive, but it’s best to consider this metric alongside others to find the advisor that fits your needs. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Multi-team firms active in Florida 416 firms

Very Low 15-27 per advisor

Low 27-46

Typical 46-58

High 58-86

Very High 86-182

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

Median: 51

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Firm	Clients/advisor	Clients	Advisors in USA	Advisors in FL
XYPN Sapphire	Very Low 11	721	63	5
GenTrust	Very Low 11	264	23	12
Gradient Advisors, LLC	Very Low 11	2,149	185	21
Oxford Financial Group, Ltd	Very Low 11	589	50	3
BBVA Global Wealth Advisors, Inc.	Very Low 12	660	54	43
Northeast Planning Associates, Inc.	Very Low 12	959	74	—
Root Financial Partners	Very Low 13	852	64	2
Mora Capital Management, LLC	Very Low 13	429	32	31
Jefferies Investment Advisers LLC	Very Low 13	1,649	119	6
Altitude Capital Management LLC	Very Low 13	488	35	4
Lifemark Securities Corp.	Very Low 14	1,053	75	10
Van Clemens Wealth Management, LLC	Very Low 14	599	41	1
Core Planning	Very Low 14	867	59	3
Insigneo Advisory Services, LLC	Very Low 15	3,415	226	203
Brownson, Rehmus & Foxworth, Inc.	Very Low 15	263	17	—
Hennion & Walsh Asset Management, Inc.	Very Low 15	1,087	70	2
IP Financial Advisory Services LLC	Very Low 15	2,001	128	11
Infinity Financial Services Advisory	Very Low 15	642	41	—
SVB Wealth	Very Low 15	1,024	65	6
Chelsea Advisory Services, Inc.	Very Low 17	552	31	4
Certuity, LLC	Very Low 17	464	26	17
Valley Wealth Managers, Inc.	Very Low 18	854	47	12
Frost Investment Services	Very Low 18	3,019	165	—
Saxony Capital Management, LLC	Very Low 18	756	41	3
Alexander Capital Wealth Management LLC	Very Low 18	614	33	4
integrity Advisory Solutions	Very Low 18	2,387	128	8
Prowell Financial Management, LLC	Very Low 19	57	3	—
Forefront	Very Low 19	572	30	2
Northern trust Securities, Inc	Very Low 20	2,024	100	18
Hilltop Securities inc.	Very Low 20	3,335	164	2
Northland Asset Management	Very Low 20	875	42	—
Maxim Financial Advisors LLC	Very Low 21	758	36	—
Advisory Solutions Group	Very Low 21	807	38	3
Realta Investment Advisors, Inc	Very Low 21	1,213	57	4
Fifth Third Wealth Advisors LLC	Very Low 21	1,426	65	5
Brighton Jones LLC	Very Low 21	3,585	163	2
Valor Advisors LLC	Very Low 22	66	3	3
Savvy	Very Low 22	4,552	198	9
Yale Capital Corp.	Very Low 23	118	5	4
Siebert AdvisorNXT, LLC.	Very Low 23	973	41	3
USAA Investment Services Company	Very Low 23	2,635	111	18
Latitude Advisors, LLC	Very Low 23	1,525	64	11
Team Hewins, LLC	Very Low 23	551	23	8
New Edge Wealth	Very Low 23	3,621	151	30
Bryn Mawr Trust Advisors, LLC	Very Low 24	1,335	55	2
United Brokerage Services inc	Very Low 24	1,368	56	—
Quartz Partners Investment Management	Very Low 24	744	30	1
Andersen	Very Low 25	550	22	2
Goelzer Investment Management	Very Low 25	577	23	—
Mutual Of Omaha Investor Services, Inc.	Very Low 25	6,880	273	23
Citizens Private Wealth	Very Low 25	2,465	97	6
M HOLDINGS SECURITIES, Inc.	Very Low 25	4,368	171	21
Beacon Global Advisor Network, LLC	Very Low 25	1,388	54	3
Connecticut Wealth Management, LLC	Very Low 26	1,303	50	—
49 Financial	Very Low 26	3,771	144	4
Sapient Capital LLC	Very Low 26	980	37	2
St. Bernard Financial Services, Inc.	Low 26	798	30	1
Packerland Brokerage Services, Inc.	Low 27	4,845	178	2
The Strategic Financial Alliance	Low 27	1,457	53	4
Valeo Financial Advisors, LLC	Low 27	3,021	108	2
Acropolis Investment Management	Low 28	1,037	37	—
Huntleigh Advisors, Inc.	Low 28	1,795	64	—
Momentum Independent Network Inc.	Low 28	2,817	100	2
Lombard Advisers Incorporated	Low 28	941	33	—
CV Advisors LLC	Low 29	145	5	5
BakerAvenue	Low 29	1,019	35	2
The Oak Ridge Financial Services Group, Inc	Low 29	994	34	—
Robertson Stephens	Low 29	2,236	76	1
Alera Investment Advisors, LLC	Low 29	2,034	68	1
Fortis Capital Advisors, LLC	Low 29	2,127	71	7
Aegis Capital Corp.	Low 30	3,030	101	13
Curi Capital, LLC	Low 30	2,865	95	—
IAMS Wealth Management, LLC	Low 30	1,612	53	1
Keel Point, LLC	Low 31	1,560	50	—
OpenArc Corporate Advisory, LLC	Low 31	3,841	123	2
New England Private Wealth Advisors, LLC	Low 31	376	12	1
Circle Wealth Management, LLC	Low 31	349	11	2
Earned Wealth Advisors, LLC	Low 31	1,461	46	2
Wesbanco Securities, Inc.	Low 31	1,627	51	—
Cape Investment Advisory, Inc.	Low 32	1,002	31	3
Flagstar Securities, Inc.	Low 32	1,004	31	1
Colter Lewis Investment Partners, LLC	Low 32	130	4	—
Capitol Securities Management, Inc.	Low 32	3,177	97	9
KCD Financial, Inc.	Low 33	1,257	38	9
Mason Investment Advisory Services Inc	Low 33	1,063	32	—
Wescott Financial Advisory Group LLC	Low 33	769	23	—
FBL Wealth Management, LLC	Low 33	8,258	244	—
Mariner Independent	Low 34	4,261	123	8
Portfolio Medics, LLC	Low 34	2,929	84	27
Southeast Asset Advisors, LLC	Low 35	281	8	2
Hoxton Wealth	Low 35	1,378	39	38
Arete Wealth Advisors, LLC	Low 35	5,289	149	15
F L Putnam Investment Management Co.	Low 36	2,823	78	1
Tocqueville Asset Management LP	Low 36	1,159	32	—
SAX Wealth Advisors, LLC	Low 36	1,596	44	3
Prosperity - An EisnerAmper Company	Low 36	2,369	65	3
CGN Advisors, LLC	Low 36	1,281	35	1
Global View Capital Management LLC	Low 36	3,786	103	6
JNBA Financial Advisors, LLC	Low 36	1,105	30	2
Blackridge Asset Management, LLC	Low 36	2,433	66	17
Bolton Global Asset Management	Low 36	5,566	151	93
JMG Financial Group Ltd	Low 37	1,776	48	4
RMR Wealth Builders, Inc.	Low 37	1,907	51	4
Transce3nd LLC	Low 37	1,581	42	—
Cantor Fitzgerald Investment Advisors	Low 38	1,217	32	—
CWA Asset Management Group	Low 38	1,875	49	37
Calton & Associates, Inc.	Low 38	5,056	132	47
First National Advisers, LLC	Low 38	1,112	29	—
Mission Wealth Management, LP	Low 38	5,299	138	4
Interactive Financial Advisors	Low 38	1,307	34	4
Nfsg Corporation	Low 39	3,036	77	33
Vanderbilt Advisory Services	Low 39	6,199	157	7
RiverFront Investment Group, LLC	Low 39	1,185	30	1
FourStar Wealth Advisors, LLC	Low 39	1,753	44	1
Verdence Capital Advisors, LLC	Low 39	1,798	45	5
McAdam LLC	Low 40	5,538	138	9
Zacks Investment Management, Inc.	Low 40	3,344	83	5
Exodus Wealth, LLC	Low 40	2,219	55	9
Innovia Wealth, LLC	Low 40	727	18	—
Simplicity wealth	Low 41	8,456	206	17
Financial & Tax Architects, LLC	Low 41	1,565	38	—
Lifeworks Advisors, LLC	Low 41	1,772	43	1
Ashton Thomas Private Wealth	Low 41	3,181	77	6
Aprio Wealth Management, LLC	Low 41	1,592	38	1
SeaCrest Wealth Management, LLC	Low 42	1,475	35	3
Stonex Advisors Inc.	Low 42	9,741	231	24
Fiduciary Financial Advisors	Low 42	2,164	51	1
Independent Wealth Network, Inc.	Low 42	1,445	34	2
Belpointe Asset Management LLC	Low 42	7,321	172	15
Eversource Wealth Advisors, LLC	Low 42	3,255	76	9
The Mather Group, LLC	Low 43	4,773	111	1
Modera Wealth Management, LLC	Low 43	5,918	137	10
Plancorp, LLC	Low 43	2,251	52	2
Kinetic Investment Management, Inc.	Low 44	1,453	33	2
Hamilton Capital	Low 44	2,744	61	—
Northwest Asset Management	Low 45	2,758	61	1
Advisor Share Wealth Management, LLC	Low 45	2,216	49	6
CORDA Investment Management, LLC	Low 45	1,359	30	1
Inspire Advisors, LLC	Typical 45	3,523	77	18
Navy Federal Investment Services, LLC	Typical 45	7,424	162	40
Moran Wealth Management, LLC	Typical 45	1,606	35	35
Choreo, LLC	Typical 45	6,794	148	2
Jaffe Tilchin Investment Partners, LLC	Typical 46	1,704	37	32
Concorde Asset Management, LLC	Typical 46	3,689	80	4
Coastal Bridge Advisors	Typical 46	1,846	40	1
HUB Investment Partners, LLC	Typical 46	5,446	118	3
Financial Gravity Family Office Services, LLC	Typical 46	1,716	37	2
Madison Partners	Typical 46	2,042	44	4
Diversify Advisory Services, LLC	Typical 46	5,200	112	2
David Vaughan Investments, LLC	Typical 46	1,164	25	—
Encompass More Asset Management LLC	Typical 46	4,008	86	4
Berthel Fisher & Company Financial Services, Inc.	Typical 46	3,323	71	5
Girard Advisory Services, LLC	Typical 47	2,350	50	1
ON Investment Management CO	Typical 47	9,317	198	6
Balefire, LLC	Typical 47	1,757	37	1
Thurston Springer Advisors	Typical 47	4,429	93	9
Krilogy	Typical 47	3,061	64	1
UMB Financial Services, Inc.	Typical 47	2,110	44	—
Chicago Partners Investment Group LLC	Typical 48	2,741	57	4
Snowden Capital Advisors LLC	Typical 48	5,878	122	26
Main Street Financial Solutions, LLC	Typical 48	1,981	41	2
Forum Financial Management, Lp	Typical 48	5,622	116	5
Wedbush Securities Inc.	Typical 48	10,653	218	2
Advisory Services Network	Typical 48	12,426	254	35
Greenwich Wealth Management, LLC	Typical 49	589	12	1
Gryphon Wealth	Typical 49	695	14	14
ValMark Advisers, Inc.	Typical 49	14,624	293	24
Signature Equity Partners, LLC	Typical 50	1,716	34	4
Tucker Asset Management LLC	Typical 50	2,943	58	4
Dana Investment Advisors Inc	Typical 51	1,330	26	—
Secure Asset Management, L.L.C.	Typical 51	2,877	56	3
Procyon	Typical 51	2,775	54	5
CL Wealth Management LLC	Typical 51	2,165	42	3
Lanark Financial, Inc.	Typical 51	3,508	68	14
Foguth Wealth Management, LLC.	Typical 51	2,690	52	—
Clifford Swan Investment Counselors	Typical 52	884	17	—
Brookwood Investment Group	Typical 52	3,500	67	5
Kovack Advisors, Inc.	Typical 52	12,906	245	108
Evensky & Katz/Foldes Wealth Management	Typical 52	1,165	22	19
Rehmann Wealth	Typical 53	2,186	41	3
AlphaStar Capital Management	Typical 53	8,466	158	19
Westminster Financial Advisory Corp	Typical 53	1,935	36	5
Forvis Mazars Wealth Advisors, LLC	Typical 54	4,329	80	1
SteelPeak Wealth, LLC	Typical 54	2,278	42	1
Accurate Wealth Management, LLC	Typical 54	2,612	48	38
Cooper McManus	Typical 54	3,379	62	1
Moneco Advisors	Typical 54	2,781	51	2
Westmount Partners, LLC	Typical 54	1,418	26	—
Archer Investment Corporation	Typical 55	4,290	78	10
Advocacy Wealth Management, LLC	Typical 55	1,658	30	1
A.G.P / Alliance Global Partners	Typical 55	7,318	132	31
Waverly Advisors, LLC	Typical 55	12,923	233	15
DayMark Wealth Partners, LLC	Typical 55	2,060	37	9
Principle Wealth	Typical 55	1,173	21	1
Cary Street Partners	Typical 56	6,641	118	11
Apollon Wealth Management, LLC	Typical 57	8,310	145	9
International Assets Investment Management, LLC	High 57	5,871	102	31
CX Institutional, LLC	High 57	4,553	79	—
AlphaCore Capital LLC	High 57	3,985	69	1
Parallel Advisors, LLC	High 57	4,169	72	2
Compass Financial Management LLC	High 58	2,152	37	10
Perigon Wealth Management, LLC	High 58	5,421	93	3
World Equity Group, Inc.	High 58	3,151	54	5
Ascentis Independent Advisors, LLC	High 58	2,690	46	2
Royal Fund Management, LLC	High 58	4,940	84	20
BCG Securities, inc.	High 58	2,060	35	1
B. Riley Wealth Advisors, Inc.	High 59	10,096	171	25
Bogart Wealth, LLC	High 60	1,442	24	—
Blueprint Financial Advisors	High 60	2,290	38	—
AdvisorNet Wealth Partners	High 60	3,499	58	1
AssuredPartners Investment Advisors	High 60	1,818	30	3
First Advisors National, LLC	High 60	4,858	80	6
Sequent Planning, LLC	High 60	6,015	99	10
Pine Valley Investments	High 60	2,070	34	4
Cyndeo Wealth Partners	High 60	1,219	20	15
Sowell Management	High 60	6,280	103	7
Dakota Wealth, LLC	High 61	3,728	61	10
BFC PLANNING, Inc.	High 61	11,327	185	6
Nations Financial Group, Inc.	High 61	5,525	90	2
Destination Wealth Management	High 61	2,272	37	—
Maridea Wealth Management	High 61	2,100	34	1
Kintra Wealth, LLC	High 62	2,914	47	3
Moors & Cabot, Inc.	High 62	4,921	79	19
Capital Investment Advisory Services, LLC	High 62	6,172	99	2
Prospera Financial Services, inc.	High 62	17,878	286	11
William Joseph Capital Management, Inc.	High 62	1,879	30	3
Mutual Advisors, LLC	High 62	9,734	155	9
Everhart Advisors	High 63	2,268	36	5
Ashton Thomas Securities, LLC	High 63	2,281	36	—
Arkadios Wealth Advisors	High 63	14,320	225	13
Wealthcare Advisory Partners LLC	High 64	10,696	167	7
First Heartland Consultants, Inc.	High 64	6,350	99	1
Centennial Securities Company Inc	High 64	2,468	38	—
Creative Financial Designs, Inc.	High 65	10,477	161	1
Virtue Capital Management, LLC	High 65	5,740	88	12
Arax Advisory Partners	High 65	15,155	232	14
Trustmont Advisory Group, Inc.	High 65	4,322	66	3
Independence Square Holdings, LLC	High 65	2,621	40	3
CliftonLarsonAllen Wealth Advisors, LLC	High 66	6,550	99	4
Bartlett & Co. Wealth Management LLC	High 66	2,133	32	—
BOK Financial Private Wealth, Inc.	High 67	737	11	—
SEIA	High 67	9,520	142	2
JFS Wealth Advisors, LLC	High 67	2,216	33	—
Santander Securities	High 67	10,832	161	17
The Patriot Financial Group, LLC	High 67	2,361	35	1
Wealth Watch Advisors, Inc	High 67	3,587	53	4
Douglas C. Lane & Associates	High 67	1,084	16	2
Annex Wealth Management, LLC	High 67	6,710	99	—
Cumberland Advisors	High 68	1,091	16	13
OnePoint BFG Wealth Partners	High 68	8,458	124	17
American Century Investments Private Client Group, Inc.	High 68	4,098	60	1
Vicus Capital, Inc.	High 69	6,170	89	8
Merit Financial Advisors	High 69	20,040	287	17
CW Advisors, LLC	High 69	6,426	92	3
Ritholtz Wealth Management	High 70	4,139	59	1
Avior Wealth Management, LLC	High 70	4,775	68	1
Regal Investment Advisors LLC	High 70	8,220	117	11
Gateway Wealth Partners, LLC	High 70	7,312	104	8
Synovus Securities, Inc.	High 70	11,964	169	33
Gradient Wealth Management	High 71	4,546	64	6
Legacy Wealth Management, LLC	High 71	3,269	46	5
Stratos Wealth Advisors LLC	High 71	4,928	69	1
Manning & Napier Advisors, LLC	High 72	3,024	42	9
Trek Financial	High 72	4,539	63	3
Williams Jones Wealth Management, LLC	High 72	1,517	21	2
Dynamic	High 72	5,509	76	4
CG Advisory Services	High 73	4,898	67	4
The AmeriFlex Group	High 73	15,724	215	11
The Pinnacle Financial Group	High 73	3,150	43	3
Bradley Foster & Sargent Inc	High 73	1,840	25	—
Larson Financial Group, LLC	High 73	4,937	67	7
Redhawk Wealth Advisors, Inc.	High 74	3,118	42	4
Pinnacle Associates, Ltd.	High 75	1,808	24	1
Garden State Investment Advisory Services, LLC	High 75	2,492	33	—
Founders Financial Alliance, LLC	High 75	2,354	31	3
BLBB Advisors	High 76	1,520	20	1
Prosperity Capital Advisors	High 76	7,469	98	12
Modern Wealth Management, LLC	High 76	11,524	151	9
Performance Wealth	High 77	925	12	4
Silver Oak Securities, Inc.	High 77	8,631	111	1
TCFG Investment Advisors, LLC	High 77	2,334	30	—
Gibbs Wealth Management, LLC	High 78	5,356	68	4
Apella Wealth	High 79	8,139	103	1
Cornerstone Wealth	High 79	2,373	30	4
Joel Isaacson & Co., LLC	High 79	1,267	16	1
Strategic Blueprint, LLC	High 79	3,338	42	1
Triad Wealth Partners, LLC	High 79	3,896	49	2
Johnson Investment Counsel, Inc.	High 79	5,251	66	1
Berger Financial Group	High 79	3,755	47	1
Summit Wealth Group	High 79	3,117	39	1
Ingalls Investment Management, LLC	High 80	4,245	53	—
Highpoint Planning Partners	High 80	9,160	114	6
Summit Financial, LLC	High 82	17,809	217	20
IFG Advisory, LLC	High 82	9,038	110	9
Carnegie Investment Counsel	High 82	3,056	37	2
Corecap Advisors	High 82	9,671	117	3
Founders Financial Securities, LLC	High 82	9,590	116	3
Elevation Point Wealth Partners, LLC	High 82	4,879	59	11
Continuum Advisory, LLC	High 83	3,344	40	3
Gladstone Wealth Partners	High 83	8,302	99	10
Pure Financial Advisors, LLC	High 85	7,503	88	1
LaSalle St. Investment Advisors, L.L.C.	Very High 85	13,711	160	3
Venture Visionary Partners LLC	Very High 85	2,660	31	5
Impact Partnership Wealth, LLC	Very High 85	7,988	93	16
Stephens	Very High 87	21,168	243	1
Visionary Wealth Advisors, LLC	Very High 87	4,186	48	2
Clear Creek Financial Management, LLC	Very High 88	3,964	45	1
Crawford Investment Counsel Inc	Very High 88	1,943	22	1
Ausdal Financial Partners, Inc.	Very High 88	16,436	185	20
Smith Moore & Co.	Very High 91	4,095	45	—
Sagespring Wealth Partners	Very High 91	11,558	127	5
RFG Advisory, LLC	Very High 91	17,207	189	14
Beacon Trust	Very High 91	2,830	31	—
Associated Investment Services, Inc.	Very High 91	3,841	42	—
Kingswood Wealth Advisors, LLC	Very High 92	11,259	122	10
Consolidated Portfolio Review Corp	Very High 92	6,187	67	5
Meridian Wealth Management, LLC	Very High 92	5,366	58	3
intrua Financial	Very High 92	3,347	36	2
Principal Advised Services	Very High 93	23,164	249	12
Integrated Advisors Network LLC	Very High 93	7,363	79	2
American Independent Securities Group, LLC	Very High 94	4,339	46	1
Strategic Financial Concepts, LLC	Very High 94	3,698	39	1
G. A. Repple & Company	Very High 95	3,139	33	19
Grimes & Company	Very High 96	3,660	38	2
CreativeOne Securities, LLC	Very High 96	12,362	128	11
Western Wealth Management LLC	Very High 96	11,019	114	1
Kestra Private Wealth Services, LLC	Very High 96	19,977	206	9
Stelac Advisory Services LLC	Very High 98	98	1	1
Sunbelt Securities	Very High 98	6,198	63	—
XML Financial Group	Very High 99	2,890	29	4
HBKS Wealth Advisors	Very High 100	7,344	73	22
Csenge Advisory Group, LLC	Very High 100	7,147	71	22
Capital Investment Advisors, LLC	Very High 101	6,014	59	7
Signal Advisors Wealth, LLC	Very High 102	4,816	47	5
Kingsview Wealth Management, LLC	Very High 102	12,143	118	4
Creativeone Wealth, LLC	Very High 103	22,064	214	12
Financial Security Advisory Inc	Very High 103	3,099	30	1
Cannell & Spears LLC	Very High 104	2,394	23	—
Calamos Wealth Management LLC	Very High 104	4,072	39	1
Wealth Management	Very High 105	4,731	45	1
Level Four Advisory Services	Very High 106	14,964	141	14
Nwf Advisory Services Inc	Very High 106	11,433	107	—
Verus Capital Partners, LLC	Very High 108	5,086	47	1
PKS Advisory Services, LLC	Very High 108	4,874	45	2
Asset Allocation Strategies, LLC	Very High 109	4,363	40	5
Coppell Advisory Solutions LLC	Very High 109	8,848	81	4
Verity Asset Management	Very High 109	5,803	53	2
Novem Group	Very High 109	3,513	32	2
Octavia Wealth Advisors LLC	Very High 111	3,672	33	2
United Advisor Group	Very High 114	6,395	56	1
Confluence Financial Partners	Very High 114	5,148	45	3
Zhang Financial	Very High 114	2,295	20	—
Geneos Wealth Management, Inc.	Very High 116	21,267	183	4
Strategic Wealth Investment Group, LLC	Very High 118	3,900	33	7
Harbour Investments, Inc.	Very High 119	29,827	249	5
Logan Capital Management, Inc.	Very High 119	1,798	15	—
Flagship Harbor Advisors, LLC	Very High 121	7,280	60	2
Orgel Wealth Management, LLC	Very High 122	3,786	31	—
Rossby Financial, LLC	Very High 125	3,897	31	12
INTELLICENTS INVESTMENT SOLUTIONS INC	Very High 127	7,776	61	3
Thrivent Advisor Network, LLC	Very High 129	14,611	113	—
Palisade Capital Management, LP	Very High 131	1,577	12	—
OneSeven	Very High 132	15,787	119	12
Advisory Alpha, LLC	Very High 135	8,799	65	1
Advisor Resource Council	Very High 136	11,699	86	1
Cornerstone Wealth Management, LLC	Very High 138	12,454	90	2
Bison Wealth, LLC	Very High 140	8,569	61	17
Independent Solutions Wealth Management, LLC	Very High 142	4,265	30	—
NorthCoast Asset Management LLC	Very High 142	4,412	31	2
Certified Advisory Corp	Very High 145	2,476	17	16
United Capital Financial Advisors	Very High 146	24,837	169	10
Sprott Asset Management USA Inc.	Very High 147	3,101	21	—
Timucúan Asset Management Inc.	Very High 147	591	4	3
Courier Capital, LLC	Very High 149	2,094	14	—
Mainstay Capital Management, LLC	Very High 150	3,454	23	—
Madison Avenue Securities, LLC	Very High 151	14,084	93	11
Compound Planning, Inc.	Very High 153	11,480	75	6
Leo Wealth, LLC	Very High 155	1,714	11	1
IHT Wealth Management LLC	Very High 156	25,096	160	33
Provenance Wealth advisors	Very High 159	2,864	18	18
1919 Investment Counsel, LLC	Very High 162	4,866	30	—
Facet	Very High 172	16,053	93	8
Wealthcare Capital Management LLC	Very High 176	5,638	32	1
The Fiduciary Alliance	Very High 178	8,744	49	3
The London Company of Virginia	Very High 179	5,562	31	1
The Partners Wealth Management	Very High 179	5,925	33	6
Great Valley Advisor Group, LLC	Very High 179	36,836	205	19
Sage, Rutty & Co., Inc.	Very High 181	8,184	45	—
SpiderRock Advisors, LLC	Very High 186	4,300	23	1
Genter Capital Management	Very High 193	4,069	21	1
Trajan Wealth, L.L.C.	Very High 204	10,633	52	5
IPI Wealth Management, Inc.	Very High 205	13,138	64	3
Sound Income Strategies, LLC	Very High 209	24,734	118	22
Asset Preservation Advisors, LLC	Very High 211	2,747	13	—
Midwestern Securities Trading Co.,Llc	Very High 229	11,709	51	1
Cardinal Point Wealth Management	Very High 241	2,175	9	1
GLOBALT Investments	Very High 255	3,062	12	—
Karpus Investment Management	Very High 282	1,696	6	—
Advisors Capital Management, LLC	Very High 287	17,842	62	8
Ancora Private Wealth Advisors, LLC	Very High 294	4,414	15	—
Capital Analysts	Very High 306	15,611	51	68
MissionSquare Retirement	Very High 307	40,526	132	16
Symmetry Partners	Very High 368	8,476	23	2
Good Life Advisors, LLC	Very High 370	22,240	60	17
J. Safra Asset management Corporation	Very High 374	3,374	9	4
VestGen Advisors, LLC	Very High 392	22,790	58	4
Beacon Capital Management, Inc.	Very High 393	10,219	26	2
EFS Advisors	Very High 424	21,660	51	—
Vontobel Swiss Financial Advisers	Very High 465	2,325	5	2
John Hancock Personal Financial Services, LLC	Very High 564	35,589	63	4
Aptus Capital Advisors, LLC	Very High 604	12,693	21	2
Madison Investment Advisors, LLC	Very High 730	14,602	20	—
ACR Alpine Capital Research, LLC	Very High 773	6,960	9	1
Stifel Independent Advisors, LLC	Very High 776	7,762	10	—
Ally invest Advisors	Very High 990	83,199	84	6
Gradient Investments, LLC	Very High 992	26,803	27	—

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Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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