HNW client percentage for Independent firms serving clients in California

Independent firms active in California 1,864 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-38%

High 38%-72%

Very High 72%-100%

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

Median: 27%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Confianza Wealth Management	Low 0%	—	14	$49K
Continuum Wealth Strategies, LLC	High 43%	6	14	$1.9M
Cortina Capital, LLC	Low 0%	—	14	$120K
Create Your Path LLC	Low 0%	—	14	$110K
CWS Asset Management	Low 0%	—	14	$370K
Domani Investments Inc.	Low 0%	—	14	$720K
Ernst & Co. Wealth Management, LLC	Typical 36%	5	14	$790K
Eudaimon Wealth Management	Low 0%	—	14	$1.3M
Farrar Financials	Very High 100%	14	14	$4.1M
Faulkner Financial Planning, LLC	Low 0%	—	14	$800K
Global Diversified Investments	Typical 29%	4	14	$670K
Greyfield Capital Management LLC	Typical 36%	5	14	$1.6M
KB Private Wealth Management Group	Low 0%	—	14	$470K
Klein financial Advisors	Low 0%	—	14	$1M
Kuber Capital Management, LLC	High 57%	8	14	$240K
Layline Financial	Low 0%	—	14	$730K
Lee Financial Group	Low 0%	—	14	$88K
Opus Investment Advisors, LLC	Low 0%	—	14	—
Patel Capital Management	Very High 100%	14	14	$1.4M
QRIA, Inc.	Low 7%	1	14	$360K
Ridley Asset Management, LLC	High 57%	8	14	$1.1M
Skylark Wealth, LLC	High 64%	9	14	$1.8M
SML Advisory	Low 0%	—	14	$86K
Spring Financial Planning	Low 0%	—	14	—
Taylor & Associates	Low 0%	—	14	$1.3M
The R.L. Brown Advisory Group, LLC	Typical 21%	3	14	$750K
Tiburon Financial Advisors, Inc.	Very High 100%	14	14	$2.6M
Tsai Wealth Management	Low 0%	—	14	$440K
Victor Jones CPA, PC	Low 0%	—	17	$180K
WIN Private Wealth	Low 0%	—	14	$210K
Aldabra Capital Management	Low 0%	—	15	$140K
Bleeck Financial Management, Inc.	High 53%	8	15	$4.5M
Bluewater Wealth Management, LLC	High 60%	9	15	$2.2M
Camriel Advisors	High 60%	9	15	$290K
Confluence Capital Advisors, LLC	High 60%	9	15	$2.8M
Deeringer Wealth Management, LLC	Very High 80%	12	15	$2.6M
Digital Wealth, LLC	High 47%	7	15	$480K
Disciplined Growth Capital, LLC	Very High 100%	15	15	$3.8M
D. Moss Wealth Management	High 60%	9	15	$1.7M
Elemental Wealth Advisors, LLC	Low 0%	—	15	$540K
FullGuards Financial	Typical 27%	4	15	$490K
gnrfunds LLC	Typical 33%	5	15	$460K
G. P. Greco & Co., Inc.	Low 13%	2	15	$250K
Graham & Co. Advisory, Inc.	Typical 20%	3	15	$1.4M
Haslet Advisors, LLC	Very High 100%	15	15	$1.2M
Helm Investment	Very High 87%	13	15	$440K
Hypo Financial Services And Investment Adviser	Low 0%	—	15	$18K
Integrative Financial Strategies	High 60%	9	15	$1.3M
Liska Investments LLC	Low 0%	—	15	—
Marello Investment Advisors, Inc.	High 60%	9	15	$1.8M
Martos Wealth Management	Typical 33%	5	15	$780K
Meyer Financial Advisors, Inc.	High 40%	6	15	$1.5M
Mission Peak Investors, LLC	Very High 100%	15	15	$2.9M
New Economy Capital Management LLC	Very High 100%	15	15	$4.1M
Portola Creek Capital	Very High 100%	15	15	$4.4M
Rockside Investments LLC	High 53%	8	15	$1M
Safe Landing Financial	High 47%	7	15	$820K
Santa Cruz Wealth Management Inc.	Low 0%	—	15	$200K
Stewards Asset Management	Low 0%	—	15	$69K
Synergist Wealth Advisors	Very High 100%	15	15	$2M
TAN Wealth Management	Low 0%	—	15	—
Toole Financial	Low 0%	—	15	—
Turnbull Financial Services LLC	Low 0%	—	15	$240K
10 West Advisors, Inc.	Very High 100%	16	16	$630K
24Acres	High 38%	6	16	$870K
Advisors Wealth Management, Inc.	Low 13%	2	16	$760K
Allora Wealth, LLC	High 44%	7	16	$730K
AMB Financial LLC	Low 6%	1	16	$310K
Antonio Andrade, Cfp	High 56%	9	16	$950K
BrightOrange Advisors	Low 0%	—	16	$130K
Cheng Wealth Management, LLC	Low 0%	—	16	$720K
Core Asset Management Company	Very High 100%	16	16	$2.8K
CreativeVest Inc	Very High 75%	12	16	$760K
D. Mattersdorff LLC	High 69%	11	16	$3.9M
Emerald Waves Investments, LLC	High 56%	9	16	$260K
Enrique Villalobos & Associates	Low 0%	—	16	$410K
Fitch Financial Advisors LLC	Low 0%	—	16	$1.1M
GAN Private Wealth Management LLC	High 50%	8	16	$2.2M
Global Investment Capital LLC	Very High 75%	12	16	$28K
GP Wealth Management, LLC	Low 0%	—	16	$810K
Hermosa Advisors	Very High 100%	16	16	$0
Inspiration Financial Planning	Typical 31%	5	16	$920K
JH Kaufman LLC	Low 0%	—	16	$580K
KTE Capital Management, LLC	High 38%	6	16	$680K
MSM Financial, LLC	High 44%	7	16	$900K
Peelle Wealth Management, LLC	Typical 31%	5	16	$100K
R&V Personal Finance, LLC	Typical 25%	4	16	$550K
Stantum, LLC	High 63%	10	16	$1.7M
Thrive Portfolios	Low 0%	—	16	$180K
Truewealth Solutions	Typical 19%	3	16	$0
Wayup Wealth Building Group	Very High 100%	16	16	$410K
Williams Wealth Management, Inc.	Very High 100%	16	16	$4.3M
Wonderland Financial Planning	Low 0%	—	16	$66K
Aloha Wealth Partners	Low 0%	—	17	—
Arden Wealth Management	Low 0%	—	17	$940K
Dean Bennett Advisory Services Inc.	Typical 24%	4	17	$260K
IIYGroup LLC	Low 0%	—	17	$110K
Jain Capital Management LLC	High 41%	7	17	$700K
J.D. Gagnon, Inc.	Very High 94%	16	17	$2.1M
Jones Wealth Advisors, LLC	High 53%	9	17	$4.1M
Kuber Investments	Low 0%	—	17	$290K
Marina Wealth Advisors	High 59%	10	17	$2.1M
Nandi Pathefinder & Flourish Financial Group	Low 0%	—	17	$240K
Opulent Strategies, LLC	Low 12%	2	17	$23K
Pavilion Financial Planning	Low 0%	—	17	$250K
Quality Asset Management, LLC	Very High 82%	14	17	$3.7M
Regan Financial Group, LLC	Low 0%	—	17	$26K
Stoke Capital	High 53%	9	17	$5.1M
Ventura Coast Wealth Management	Low 0%	—	17	$410K
Wealth Being Advisors LLC	Typical 18%	3	17	$170K
Wildflower Financial LLC	High 41%	7	17	$690K
Wolfpack Wealth Management	Low 0%	—	17	$36K
ZH Wealth Management, LLC	High 47%	8	17	$700K
Advantage Financial Consultants	Low 0%	—	18	$290K
Aktive Capital Management, LLC	Low 0%	—	18	$480K
Boddington Capital, LLC	High 44%	8	18	$1.5M
Bragg Capital Management LLC	Low 0%	—	18	$180K
Collabria Capital, Inc	High 56%	10	18	$1M
Cross Border Wealth Advisors	High 50%	9	18	$1.9M
Darrell Capital Management, LLC	Very High 94%	17	18	$4.6M
DeStefano Wealth Management	Very High 72%	13	18	$2.1M
Dunhill & Company, LLC	Low 0%	—	18	$170K
El Camino Real Financial Advisors	Low 0%	—	18	$41K
Fletcher Financial, LLC	High 56%	10	18	$600K
Gerald Butrimovitz Wealth Advisory	Typical 28%	5	18	$330K
Global Vantage Wealth Management	High 44%	8	18	$3.8M
Hewitt Wealth Management Inc.	Very High 72%	13	18	$1.2M
Holland Strategic Wealth Advisors LLC	Low 0%	—	18	$140K
JLA Investment Management	High 44%	8	18	$830K
K-12 Planning	Low 11%	2	18	$340K
Kelly Jones Investment Services, Inc.	Typical 33%	6	18	$560K
Martorell Capital Partners, LLC	Very High 100%	18	18	$2.9M
Mature Money Management, Inc	Low 0%	—	18	$570K
Money Compass Advisors	Low 0%	—	18	$580K
Sanity Capital Management LLC	High 50%	9	18	$1.1M
Shutzer Investments, LLC	Low 11%	2	18	$1.2M
Silicon Beach Financial LLC	Typical 22%	4	18	$640K
Soares Financial, Inc.	High 44%	8	18	$1.2M
SoCal Planners, Inc	Low 0%	—	18	$68K
Think Different Wealth Advisors LLC	High 67%	12	18	$1.1M
TM Wealth Management, LLC	Low 0%	—	18	$20K
Toups Capital Advisors LLC	Typical 28%	5	18	$2.5M
Vetworth	Low 0%	—	18	$520K
Alpha Rising Advisors LLC	Very High 84%	16	19	$1.4M
AM Wealth Solutions, LLC	Very High 100%	19	19	$580K
Black Horse Wealth Management	High 63%	12	19	$8.7M
Brightway Wealth Planning	Low 0%	—	19	$180K
Cambyses Financial Advisors	Typical 26%	5	19	$520K
Coronado Financial Group L.L.C.	Very High 79%	15	19	$840K
Create, LLC	Low 0%	—	19	$200K
Darby Wealth Planning LLC	Typical 37%	7	19	$1.4M
Eagle Wealth Management, Inc.	Typical 32%	6	19	$690K
Fireplace Financial Inc	Low 0%	—	19	$240K
Forest Hill Financial Advisory Group LLC	High 47%	9	19	$1.1M
Girton Capital Management, Inc.	High 58%	11	19	$1.3M
Global Wealth Harbor	Typical 16%	3	19	$270K
HEDGEWISE	Very High 79%	15	19	$770K
Hinde Group LLC	Very High 100%	19	19	$1.4M
Koch Capital Management LLC	Very High 74%	14	19	$2.7M
Kukui Tree Capital Management LLC	Very High 100%	19	19	$4.4M
Martin W. Rosenzveig & Co., LLC	High 47%	9	19	$1.1M
Olesky Capital Management, LLC	Very High 100%	19	19	$3.4M
Pacific Wealth Care Inc.	Very High 79%	15	19	$3.6M
Personal Best Financial LLC	High 58%	11	19	$1.7M
Resolve Financial, LLC	Typical 32%	6	19	$910K
RG Capital Management, LLC	Typical 26%	5	19	$1M
Ritter Wealth Counsel	Very High 100%	19	19	$3.6M
Second Mountain Financial, Inc.	Very High 95%	18	19	$2M
Shucha Wealth Management LLC	High 42%	8	19	$660K
Stardust Wealth Strategies	Very High 79%	15	19	$1.2M
The Simple Investor's Guide, LLC	Typical 21%	4	19	$660K
Valkyrie Private Wealth Management	Very High 79%	15	19	$2.5M
Winship Wealth Partners	Very High 95%	18	19	$2.9M
Akrish Financial Advisory	Low 0%	—	20	—
American Vision Advisors LLC	Low 0%	—	20	$160K
Ben-David Financial Planning	Low 0%	—	20	$2.6M
BradfordCrane Company LLC	Low 0%	—	20	$0
Burdick Wealth Management, LLC	High 40%	8	20	$1.6M
Callidus Capital Partners LLC	Low 0%	—	20	$1.7M
Capital Guard Investments LLC	Very High 80%	16	20	$1.1M
CME Strategic Wealth Management	Low 0%	—	20	$27K
Covey & Covey	Low 0%	—	20	$0
Creative Planning Solutions, Inc	Very High 100%	20	20	$0
Cultivate Financial Wellness, LLC	Typical 25%	5	20	$820K
Devkota Capital Advisors	Typical 25%	5	20	$370K
Fade In Financial	Typical 20%	4	20	$230K
Frontline Capital, LLC.	Low 0%	—	20	$1M
Gibraltar Financial Advisors	Low 0%	—	20	$0
Glacier Point Advisors, LLC	Low 0%	—	20	$380K
Gladstone Financial LLC	Low 0%	—	20	$770K
GSP Financial Strategies	Low 10%	2	20	$410K
Homewood Capital Management East LLC	Low 0%	—	20	$160K
Iapetus Capital, Inc.	Very High 100%	20	20	$4M
Journey Asset Management LLC	Low 0%	—	20	$28K
Ketwich Capital LLC	High 55%	11	20	$1.4M
KRS Tax & Investments Inc.	High 50%	10	20	$750K
Leonard Jr., Gary A.	Low 0%	—	20	$40K
M3 Asset Management, Inc.	Low 0%	—	20	$750K
MarketForce, LLC	Very High 100%	20	20	$2.9M
Northwood Investment Partners, LLC	Typical 30%	6	20	$920K
Plutus Wealth Management	Low 10%	2	20	$530K
Putman Capital Management, Inc.	Typical 30%	6	20	$780K
Qualified Plan Advisory, LLC	Low 0%	—	20	$4.4M
Reicher Capital Management, LLC	Very High 100%	20	20	$4.3M
San Mateo Capital Management LLC	High 65%	13	20	$2.7M
SOL Financial	Low 10%	2	20	$430K
Surya Capital, LLC	Typical 35%	7	20	$1.4M
The Financial Architects Wealth Management LLC	Low 0%	—	20	$46K
Treussard Capital Management	High 55%	11	20	$3.7M
Weston Wealth Advisors, LLC	High 45%	9	20	$1.3M
White Sail Advisors LLC	Typical 20%	4	20	$230K
1102 Partners, LLC	Very High 76%	16	21	$5.5M
ABK Management LLC	Very High 100%	21	21	$1.7M
Andante Financial	Low 0%	—	21	$750K
Belgrave Square Advisors	High 52%	11	21	$1.8M
Brightview Financial Solutions	Very High 86%	18	21	$2M
Cadenza Financial Planning	Low 0%	—	21	$300K
CM First Capital Corp.	Typical 33%	7	21	$620K
Contreras Financial, Inc.	Typical 24%	5	21	$66K
Determined Advisors LLC	Low 14%	3	21	$660K
East West Advisers	Low 0%	—	21	$130K
Financial Staples	High 43%	9	21	$840K
FirstGen Wealth	Low 0%	—	21	$330K
Fresh Bread Investments, LLC	High 48%	10	21	$900K
Hathaway Financial LLC	Low 14%	3	21	$1.9M
Henderson Asset Management, LLC	Low 10%	2	21	$350K
Hoodoo	Low 0%	—	21	$31K
Jackson Asset Management, Inc	High 57%	12	21	$1.3M
JG Wealth Management, LLC	Low 0%	—	21	$78K
J Ward Financial	Very High 100%	21	21	$750K
Karafilis Investments Corporation	High 43%	9	21	$810K
Laguna Niguel Summit Wealth Management, LLC	Low 0%	—	21	—
Lee R. Robinson & Associates	Low 0%	—	21	$190K
Morton Financial Advice LLC	Very High 76%	16	21	$1M
Northbrook Financial Group, LLC	Low 10%	2	21	$710K
Northern California Fiduciary Advisors, LLC	High 38%	8	21	$760K
R.H. Dinel Investment Counsel,Inc.	Very High 100%	21	21	$7M
Samatva Wealth Management LLC	Low 0%	—	21	$39K
Softwealth	High 67%	14	21	$710K
The Retirement Readiness Institute	Low 0%	—	21	$240K
Tula Investment Group LLC	High 67%	14	21	$1.2M
VG Financial Consulting, LLC	Very High 100%	21	21	—
Walstad Investment Counsel, Inc.	High 71%	15	21	$2.6M
Wealth-Source Financial	Typical 19%	4	21	$140K
A.E.I. Financial Group	Low 0%	—	22	$150K
Alpenglow Advisors LLC	Low 0%	—	22	$380K
Andrews Capital Management Inc	High 68%	15	22	$3M
Continuum Financial Partners, LLC	Very High 100%	22	22	$1.1M
Developing Financial	Low 0%	—	22	$82K
DIWY Financial Planning	Low 0%	—	22	—
Equanimity Wealth	Low 0%	—	22	—
Holt Investment Advisors	High 59%	13	22	$940K
ImpactFi	High 59%	13	22	$1.3M
Index Financial Advisors LLC	Very High 95%	21	22	$5.6M
JLE Wealth Management, LLC	Typical 27%	6	22	$220K
Laurence Financial Planning LLC	Very High 73%	16	22	$3.2M
Mari Legacy Group, LLC	High 45%	10	22	$1.4M
Mentor Financial Advisory Group, Ltd.	Very High 86%	19	22	$4M
Mertz Capital	Very High 73%	16	22	$980K
Michael P Lynch Wealth Management, LLC	High 41%	9	22	$1.1M
MK Capital Group	Typical 23%	5	22	$1.3M
Newleaf Wealth Management, LLC	Very High 100%	22	22	$1.4M
Nightingale Financial Advisory	High 45%	10	22	$1.9M
Pioneer Advisory	Very High 77%	17	22	$1.6M
Prominence Capital	Very High 77%	17	22	$2.6M
Templeman Wealth Management Inc.	Very High 82%	18	22	$2.4M
VIFINANCE L.L.C.	Low 5%	1	22	$78K
Abundit Wealth	High 48%	11	23	$1M
Aihara Wealth Management LLC	Low 0%	—	23	$62K
Amaral Financial Planning	Low 4%	1	23	$370K
Austin Creek Capital, LLC	Low 0%	—	23	$320K
Beacon Park Capital, LLC	Very High 100%	23	23	$2.8M
Brooks Wealth Management	Typical 30%	7	23	$460K
Cheryl Morhauser & Associates	High 39%	9	23	$960K
Cornerstone Financial Planning	Typical 22%	5	23	$630K
Fig Tree Capital	Low 0%	—	23	$290K
FJP Portfolio Management	Typical 30%	7	23	$1.3M
Good Balance FP LLC	High 65%	15	23	$1.5M
Graystone Advisor, LLC	Very High 87%	20	23	$1.2M
Hawkins Capital Advisors	Low 0%	—	23	$190K
Head to Toe Financial Planning	Low 9%	2	23	$1M
Highlands Wealth Advisors, LLC	Typical 26%	6	23	$1.4M
Integrity Advisors LLC	Low 4%	1	23	$340K
Kuleana Wealth Advisors	Very High 100%	23	23	$4.2M
Laguna Coast Capital	Very High 100%	23	23	$3.8M
Moore Money Advisory	Low 0%	—	23	$590K
Peacher, Inc.	Very High 100%	23	23	$660K
Pennant Wealth Management LLC	Low 4%	1	23	$140K
Presidio Advisors, LLC	High 48%	11	23	$990K
Real Life Planning	Low 13%	3	23	$410K
Rugh Financial	Low 0%	—	23	$700K
Sterling Futures	High 61%	14	23	$1.1M
TDirection Asset Management	Typical 17%	4	23	$870K
True Equity Wealth Management LLC	Typical 22%	5	23	$370K
Uplift Investing, Inc	Low 0%	—	23	$240K
361 Financial Planning, Inc.	Low 0%	—	24	$250K
Altus Wealth Solutions	Low 0%	—	24	$160K
AZM Financial	Typical 21%	5	24	$1M
Bluepoint Wealth Advisors	High 42%	10	24	$960K
Chugg Wealth Strategies, LLC	High 38%	9	24	$1.2M
De Luchi Investment Management	High 71%	17	24	$3.1M
Diegelman Capital Advisors	Low 0%	—	24	$230K
Firmo Investment Consulting Services	High 50%	12	24	$150K
Fiscalis Advisory, Inc.	High 67%	16	24	$1.9M
Frank Finances LLC	Low 4%	1	24	$310K
Future Wallet	Low 0%	—	24	$130K
Glatt and Associates, LLC	Typical 21%	5	24	$1.4M
Grinnell Capital, LLC	High 63%	15	24	$410K
John G. O'Connell	Typical 29%	7	24	$1M
JW Financial Advisors, LLC	Typical 17%	4	24	$570K
Kellogg Wealth Advisors, Inc.	Typical 17%	4	24	$400K
Lighthouse Advisory Services, Inc.	Low 13%	3	24	$400K
Luminary Financial Planning	High 71%	17	24	$1.1M
McWilliams Asset Management Inc.	Low 0%	—	24	$130K
MDW Capital Management Corp.	High 67%	16	24	$1.3M
Orion Capital	Low 0%	—	24	$310K
Portsea Investments, Inc.	Very High 88%	21	24	$3.8M
Satori Financial LLC	High 67%	16	24	$2.1M
Wata Capital LLC	Low 13%	3	24	$350K
WealthPaver	Low 0%	—	24	$2.8K
Wealthstone Private Wealth Management, LLC	High 54%	13	24	$1.9M
Western Level Advisors LLC	Typical 21%	5	24	$750K
1N Capital, LLC	Very High 100%	25	25	$5.4M
ADES Investment Counsel, Inc.	High 44%	11	25	$2.3M
Alternity Investment Advisors	Low 8%	2	25	$320K
Bradley Wealth Group, LLC	Low 8%	2	25	$280K
Coast Wealth Management, Inc.	Low 0%	—	25	$1.6M
Compound Value Advisers, LLC	Very High 72%	18	25	$1.1M
DRS Financial Partners LLC	Low 0%	—	25	$300K
Eureka Wealth Management	High 56%	14	25	$1.5M
Gorian Investments	Typical 24%	6	25	$1.1M
Hathaway Capital Management, LLC	Typical 36%	9	25	$1.4M
Interlake Capital Management, LLC	High 48%	12	25	$770K
JLB Capital Management LLC	Very High 100%	25	25	$240K
LDL Capital Management, LLC	Very High 100%	25	25	$1.8M
Mainland Financial	High 52%	13	25	$1.7M
Modern Assets, LLC	Low 0%	—	25	$300K
Montecito Capital Management	High 48%	12	25	$1.3M
Montecito Investment Strategies	Low 0%	—	25	$390K
Narrative Financial Group	Low 0%	—	25	$0
Newport Securities Corporation	Very High 92%	23	25	$3.7M
Otium Advisory Group, LLC	Typical 20%	5	25	$750K
Paul R. Williams Investment Advisor	Very High 80%	20	25	$1.8M
Polaris Capital Management LLC	High 68%	17	25	$400K
Proprietor Wealth Management Inc.	High 68%	17	25	$3.4M
ReLion Assets Management, LLC	High 64%	16	25	$290K
Rook Financial LLC	Low 0%	—	25	$230K
Slalom Wealth Management, LLC	High 44%	11	25	$770K
Steven William Sherman	Low 0%	—	25	$200K
Stone Ridge Advisors	High 44%	11	25	$1.4M
Stride Financial Planning	Low 0%	—	25	$0
Whalen Financial Planning	Low 0%	—	25	$40K
Aleph Investments, LLC	Low 0%	—	26	$610K
Artifex Advisory Group, Inc.	Typical 23%	6	26	$350K
BBN Management, LLC	High 62%	16	26	$280K
Caleb Lawrence Registered Investment Adviser Inc.	Low 0%	—	26	$230K
Campos Financial	Low 0%	—	26	$190K
Candent Capital, LLC	High 38%	10	26	$770K
Conscious Investment Services, LLC	Low 12%	3	26	$210K
Core Capital Management, LLC	Low 0%	—	26	$480K
Evergreen Wealth Advisors, Inc.	Very High 81%	21	26	$3.7M
First Principles Investment Management LLC	High 38%	10	26	$270K
Global Trends Investments	Very High 100%	26	26	$1.9M
Hexeum Capital	High 65%	17	26	$240K
Highgate Financial Partners	Typical 31%	8	26	$610K
Kindness Financial Planning	High 69%	18	26	$1.6M
MB Blue GP LLC	Low 8%	2	26	$78K
Nurture Investment Strategies LLC	High 69%	18	26	$1.8M
Palomar Advisors Inc.	High 50%	13	26	$1.8M
Refresh Investments	Very High 73%	19	26	$2.4M
Retirement Solutions LLC	Low 0%	—	26	$1.1M
Trew Advisors, LLC	Typical 15%	4	26	$1.1M
Wealth Management Advisors, LLC	Very High 85%	22	26	$3.6M
Alongside Financial Partners	High 41%	11	27	$780K
Ballaster Financial	High 63%	17	27	$810K
Bowman Retirement Planning	Typical 33%	9	27	$950K
Bray Financial Advisors LLC	Typical 19%	5	27	$320K
Cannon Wealth Group LLC	Typical 37%	10	27	$460K
Diablo Investment Advisors, LLC	High 52%	14	27	$1.6M
Duvall Wealth Management LLC	Low 0%	—	27	$46K
Empowering Finance, LLC	Typical 26%	7	27	$1.4M
Executive Services, LLC	Typical 19%	5	27	$1.1M
Focal Point Financial Planning, LLC	High 44%	12	27	$640K
Gray Wealth Strategies LLC	Very High 81%	22	27	$3.4M
Innovative Financial Advisors, LLC	Low 0%	—	27	—
Legacy Builders Financial, LLC	Low 11%	3	27	$510K
Legion Capital Management, LLC	Very High 78%	21	27	$1.2M
Nickel Investment Advisors, Inc.	High 56%	15	27	$1.6M
Service One Financial	Low 0%	—	27	$170K
Spencer Financial Planning, LLC	High 59%	16	27	$700K
The Wealthy Parent	Low 0%	—	27	—
Three Main Points LLC	High 48%	13	27	$530K
TKG Financial LLC	Low 0%	—	27	$570K
WealthDevs	Typical 30%	8	27	$850K
Yorkville Capital Management LLC	Very High 100%	27	27	$410K
Young Financial & Insurance Services	Low 0%	—	27	$360K
Zebra Crossing Asset Management LLC	High 44%	12	27	$970K
360 Aviation Advisors, LLC	High 46%	13	28	$340K
Aspen Wealth Planners LLC	High 43%	12	28	$1.2M
Berkeley Investment Advisors	High 46%	13	28	$900K
Best Financial Life	High 64%	18	28	$1.3M
C 3 Financial Strategies	Low 4%	1	28	$300K
Coplanning Financial LLC	Typical 36%	10	28	$300K
Crimson Investment Managers, LLC	Low 0%	—	28	$610K
Cultivate Financial Group LLC	High 54%	15	28	$2M
Heinz Global Asset Management, Inc.	Very High 100%	28	28	$1.1M
Honest Wealth LLC	Typical 18%	5	28	$570K
Indie Financial Planning	Low 7%	2	28	$330K
Midas Capital Management	Typical 18%	5	28	$980K
Monterey Bay Asset Management LLC	Low 0%	—	28	$790K
Ocean Avenue Wealth Management	Very High 100%	28	28	$3.1M
Sound Investment Management, LLC	Typical 36%	10	28	$1.7M
TL-B Capital Management	Very High 100%	28	28	$1.4M
Two Three Five	Typical 32%	9	28	$880K
Two Trails Financial Planning	Very High 93%	26	28	$1.5M
Vida Wealth Partners, Inc.	High 68%	19	28	$4.6M
Wide Eye Capital	Typical 36%	10	28	$390K
86 Republic, LLC	Low 0%	—	29	$210K
Alpha Initiative	Low 14%	4	29	$210K
BFA Wealth Management	Low 14%	4	29	$510K
Desert Financial Planning	Low 0%	—	29	$260K
Fortuna Asset Management LLC	High 59%	17	29	$1.4M
Fusion Financial	Low 0%	—	29	$99K
Future Wealth LLC	Very High 79%	23	29	$2.6M
GPWM Advisors LLC	Very High 72%	21	29	$930K
Integritas Semper, LLC	Low 0%	—	29	$61K
Kim Knotts, RIA	Low 0%	—	29	$290K
LHA Capital Partners	High 48%	14	29	$2M
Liberty Solutions Advisors	High 69%	20	29	$260K
Marki Financial Services, LLC	High 62%	18	29	$2.3M
McDonald Hartman Wealth Advisors	Typical 31%	9	29	$910K
Parah Capital Management, LLC	Low 0%	—	29	$1.9M
Rapport Financial, LLC	High 55%	16	29	$1.6M
Redmont Wealth	Very High 93%	—	5	$8.9M
Sapient Road Wealth Management, LLC	High 45%	13	29	$1.4M
Sentient Financial, LLC	Typical 17%	5	29	$600K
Steinmetz Financial Planning	Very High 76%	22	29	$2.1M
Sun Valley Advisors, Inc.	Low 0%	—	29	$610K
YH&C Investments Inc.	High 55%	16	29	$670K
1823 Wealth Management LLC	Typical 37%	11	30	$290K
AB Hhelio Associates, Inc.	Very High 73%	22	30	$1.4M
ACI Wealth Advisors	High 50%	15	30	$1.4M
Agile Financial Planning, LLC	Typical 23%	7	30	$450K
Alphaglider LLC	High 60%	18	30	$1.6M
Alpha Rush, LLC	High 50%	15	30	$620K
Andorra Investment Management, Inc.	Low 10%	3	30	$730K
Blair Capital Management	Typical 37%	11	30	$1.3M
Brascia Investment Management, Inc.	Very High 100%	30	30	$1.6M
Carrington Financial Planning, LLC	High 47%	14	30	$650K
Christian Curry Batchelder, CFP	Very High 100%	30	30	$3.2M

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