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
Contemporary Planning Alternatives	Low 0%	—	30	$1M
Covexic LLC	Low 0%	—	30	$260K
EN+ Wealth	Typical 27%	8	30	$190K
IRL Financial, LLC	Low 0%	—	30	$1.5M
KATAPULT Financial Planning LLC	High 47%	14	30	$1.7M
Mark T. Harvey Investments	Low 0%	—	30	$83K
Michael Garber Financial Planning	Low 0%	—	30	—
North Financial Advisors	High 50%	15	30	$1.4M
Pixel Financial Planning	High 60%	18	30	$1.3M
Pleasanton Wealth	Low 0%	—	30	$180K
Private Financial Management LLC	Very High 100%	30	30	$4.9M
Randolph Elder, CFP	Typical 27%	8	30	$600K
Shelton Financial Advisors, LLC	High 63%	19	30	$3M
Tate Capital Group	High 43%	13	30	$1.1M
Tresses Capital Management, LLC	Very High 100%	30	30	$1.8M
Wealtharch Investment Services, LLC	Low 10%	3	30	$750K
Zuma Wealth LLC	High 63%	19	30	$1.9M
About Time Financial Planning	Typical 23%	7	31	$660K
Aegis Financial Advisory	Low 0%	—	31	—
AIKAPA	Very High 81%	25	31	$760K
Bene Wealth Management Company	Very High 97%	30	31	$320K
Capital Fluency	Typical 16%	5	31	$600K
Catalyst Wealth Advisors LLC	High 58%	18	31	$5.1M
Conklin Financial Planning	Low 0%	—	31	—
Cornerstone Asset Advisors Inc.	Very High 84%	26	31	$2.2M
Edgehelm Financial	High 71%	22	31	$2M
ETF Portfolio Management LLC	Typical 16%	5	31	$510K
G.C. Steele & Company	Very High 77%	24	31	$620K
Integrated Retirement Strategies	Typical 32%	10	31	$1.3M
K.W. Andersen Investment Group, LLC	Typical 26%	8	31	$1.4M
L Squared Wealth Management	High 42%	13	31	$780K
Marian Financial Services, Inc.	Low 0%	—	31	$380K
Nomad Capital Group, LLC	Very High 90%	28	31	$650K
Northbay Advisors	Low 0%	—	31	$200K
OZ Wealth Management LLC	Typical 29%	9	31	$1.2M
SF Value Capital, LLC	Low 0%	—	31	$560K
True Worth Financial Planning LLC	Typical 32%	10	31	$810K
Adventure Wealth Advisors	Low 0%	—	32	$880K
Alta Pacific Wealth Management LLC	Typical 28%	9	32	$2M
Antone Asset Management, Inc	High 44%	14	32	$550K
Ardent Capital	High 63%	20	32	$1.7M
Arrowhead Investment Advisors, LLC	Typical 25%	8	32	$1.5M
Betterman Digital Wealth, Inc.	Typical 31%	10	32	$1.5M
Bighorn Financial	High 66%	21	32	$790K
Chaney Financial Services, Inc.	High 38%	12	32	$1.1M
Core Asset Managnement LLC	Low 0%	—	32	$390K
Core Investment Management, LLC	Typical 19%	6	32	$700K
DCG Wealth Management	Low 0%	—	32	$190K
Double Bay Management & Planning	Very High 72%	23	32	$3.3M
Edgemont Investment Management, LLC	High 63%	20	32	$1.7M
Equity Logic	Very High 100%	32	32	$380K
Evla Hills Equity Services LLC	Typical 25%	8	32	$800K
Fruition Advisors LLC	Low 0%	—	32	—
Index Gurus, Inc.	Very High 81%	26	32	$1.6M
Janian Investment Advisers, LLC	High 63%	20	32	$840K
Mahalo Advisory Services, LLC	Low 3%	1	32	$87K
Meritage Wealth Advisory, LLC	High 50%	16	32	$1.4M
Olhoeft Financial, LLC	High 63%	20	32	$2.5M
Pierpont Investment Group, LLC	Typical 28%	9	32	$410K
Pismo Pacific Financial Services, LLC	Low 6%	2	32	$520K
Sage Financial	Low 0%	—	32	$0
Seen Consulting LLC	High 38%	12	32	$1.6M
Sherman Asset Management, Inc.	High 53%	17	32	$3.3M
Sonoma Mountain Financial LLC	High 47%	15	32	$370K
Towne Investments LLC	Typical 19%	6	32	$560K
Zero Gravity Financial, LLC	Very High 75%	24	32	$1.2M
Accumulation Strategies	Low 0%	—	33	$900K
Bache Capital Management	Low 9%	3	33	$690K
Caritas Investment Advisors LLC	Typical 15%	5	33	$290K
Cgr Financial	Typical 15%	5	33	$160K
C Suite Investment LLC	Very High 79%	26	33	$1.4M
DocsFP	Typical 30%	10	33	$440K
Golden Gate Personal Financial Planning	Very High 100%	33	33	$5.9M
Lai Capital Management LLC	Very High 79%	26	33	$380K
Lanning Financial Inc.	Typical 27%	9	33	$0
Mullaney Financial & Tax, Inc.	Very High 76%	25	33	$0
Nancy K Weeks Associates, LLC	Low 0%	—	33	—
Onesta Wealth Management, LLC	Low 6%	2	33	$540K
Silverlake Portfolio Advisors LLC	Low 0%	—	33	$1.3M
Strivent Financial	Typical 30%	10	33	$800K
Sustainable Wealth Advisory Group	Low 0%	—	33	$120K
Ten Talents Financial Planning LLC	High 61%	20	33	$1.5M
True Root Financial	Low 3%	1	33	$1.2M
WealthBound Advisors	Low 9%	3	33	$83K
Alupka Asset Management	High 68%	23	34	$2.3M
Balance Financial Planning, LLC	High 59%	20	34	$1.1M
Balopole Investment Management Corporation	High 62%	21	34	$930K
Fairlead Financial Advisors, LLC	High 65%	22	34	$2.9M
From Planning to Living LLC	Low 0%	—	34	$180K
Global Advisers, LLC	Typical 15%	5	34	$330K
Gosho Financial Group	High 50%	17	34	$690K
Kaylin Dillon Financial Planning	Typical 24%	8	34	$430K
Murphy Investment Advisors, Inc.	Very High 100%	34	34	$2.7M
Norfield Capital, LLC	High 44%	15	34	$240K
Pacesetter Planning LLC	Typical 18%	6	34	$280K
PF Wealth Management Group, LLC	Low 12%	4	34	$890K
Private Wealth Management Solutions, LLC	High 38%	13	34	$1.3M
RJ Hill's Financial Services, LLC	Low 6%	2	34	$130K
Roslund, John Cabell	High 38%	13	34	$1.3M
Seed Wealth Management, Inc.	Very High 85%	29	34	$5.6M
Taylor Strategic Wealth Management, LLC	High 38%	13	34	$470K
The Horst Group, LLC	Typical 24%	8	34	$850K
The Investment and Philanthropy Corporation	Typical 15%	5	34	$660K
Wonder Wealth LLC	Low 3%	1	34	$180K
XEL	Typical 21%	7	34	$250K
4LB Investments, LLC	Typical 34%	12	35	$590K
Abunda Financial, LLC	Very High 74%	26	35	$2.9M
Billfold Budget Counseling	Low 0%	—	35	$0
Brilliant Financial Strategies LLC	High 66%	23	35	$310K
Burlingame Wealth Management, LLC	Very High 100%	35	35	$3.3M
Capital Partners Investment Group	High 57%	20	35	$1.1M
Daehan Securities,Inc	High 43%	15	35	$130K
Doncaster Wealth LLC	High 54%	19	35	$310K
Elite Wealth Management, LLC	Low 0%	—	35	$31K
Financial Bridges	Low 0%	—	35	—
Gold Coast Securities, Inc.	High 57%	20	35	$1.1M
Harnett Investment Advisers LLC	High 57%	20	35	$1M
Heyman Investment Counseling LLC	Very High 74%	26	35	$3M
Holbrook Global Strategies	High 71%	25	35	$4.2M
Impassioned Wealth Management Ltd	Typical 26%	9	35	$520K
Integrated Capital Management, Inc.	Typical 26%	9	35	$320K
Jeffrey Joseph Management	High 60%	21	35	$2.8M
Kensington Financial	Low 0%	—	35	$2.4M
Longview Investment Management	Very High 100%	35	35	$1.7M
Megan Rouse Financial Planning	Very High 77%	27	35	$1.3M
NN Investment Advisory, LLC	High 46%	16	35	$200K
NorthStar Wealth Management LLC	Typical 17%	6	35	$910K
Optometry Wealth Advisors LLC	Low 14%	5	35	$230K
Orderly Finance	Very High 80%	28	35	$2.7M
Pakha Investment Advisory	High 49%	3	21	$280K
Pih Investments, LLC	High 69%	24	35	$2.5M
Power Asset Management LLC	Very High 100%	35	35	$5M
Quinn Capital LLC	Typical 29%	10	35	$680K
Reviresco Wealth Advisory LLC	Low 0%	—	35	$130K
Aduna Capital	Low 0%	—	36	$96K
Aquila Wealth Advisors	Very High 81%	29	36	$570K
Benzina Wealth, LLC	High 44%	16	36	$550K
EquityFTW	Low 0%	—	36	—
Fit Advisors LLC	High 56%	20	36	$1.8M
Granite Wealth Advisors	High 39%	14	36	$1.2M
Huron Investment Management, Inc.	High 47%	17	36	$660K
Key Focus Wealth LLC	High 64%	23	36	$980K
Liberty Wealth Management, LLC	High 50%	18	36	$1.2M
Oak Peak Financial	Typical 33%	12	36	$610K
Speiro Investments, LLC	High 56%	20	36	$680K
Stonebridge Asset Management LLC	Typical 25%	9	36	$630K
T.H. Rapko & Company, LLC	High 44%	16	36	$940K
Validea Capital Management LLC	High 64%	23	36	$1.5M
ValueTech Private Advisors	Low 0%	—	36	$320K
Wealthy Doctor Institute LLC	Typical 25%	9	36	$250K
Athos Capital Advisors	Low 0%	—	37	$610K
Chess Financial Planning LLC	Low 0%	—	37	$240K
Gardena Financial Retirement Advisors	Low 0%	—	37	$480K
Imhaus Investment Advisors	High 38%	14	37	$650K
JAC Wealth Management Services, LLC	Typical 22%	8	37	$610K
KS Global Advisors, Inc.	Low 0%	—	37	$1.3M
Olympia Wealth Management	Very High 95%	35	37	$230K
Optimum Retirement Planning LLC	Very High 86%	32	37	$2.3M
Schneider Wealth Management	Very High 86%	32	37	$4M
Talanton Capital Management, LLC	High 46%	17	37	$710K
Vested Financial Planning, LLC	Very High 100%	37	37	$4.2M
Wealthsights Investment Management, LLC	Typical 19%	7	37	$780K
Arcadian Financial Services	High 45%	17	38	$0
Blackwater Financial	High 61%	23	38	$1.2M
Burkart & Stevens Wealth Management	Low 11%	4	38	$210K
CHOICE Financial & Insurance Services, Inc.	Low 0%	—	38	$190K
D.A. Flowers & Company, LLC	Low 11%	4	38	$1.3M
Jewell Wealth Management Inc.	Low 3%	1	38	$310K
MW Investment Advisor, LLC	Low 0%	—	38	$870K
O'Connor Capital Advisory, LLC	Very High 100%	38	38	$2.4M
Rora Wealth, Inc.	Typical 16%	6	38	$470K
Second Summit Wealth Management, LLC	Very High 84%	32	38	$3.9M
Sisto Investment Advisory, LLC	High 39%	15	38	$1.1M
Spring Capital Management	Low 0%	—	38	$460K
Steve Garrett and Associates, Inc.	Low 0%	—	38	$1.2M
Steven Robert Jakowchik	Typical 24%	9	38	$770K
Berilium	Low 0%	—	39	$110K
Carney Portfolio Management Inc.	High 69%	27	39	$2.4M
Drach Advisors LLC	Typical 28%	11	39	$520K
Flightpath Financial Planning	Typical 15%	6	39	$280K
Maya Advisors, Inc.	Very High 100%	39	39	$3.5M
Nidhi Capital, LLC	Low 0%	—	39	$250K
Osborne Global Investors, Inc.	Low 0%	—	39	$310K
Rivetti Investment Services, LLC	Low 0%	—	39	$160K
SpringTru, LLC	High 44%	17	39	$740K
The Coleridge Group LLC	High 46%	18	39	$1.4M
Asage Financial LLC	Typical 33%	13	40	$690K
Barson Financial Planning	Very High 73%	29	40	$1.2M
Beacon Bay Asset Management LLC	Low 0%	—	40	$820K
Blackhawk Financial Advisors	High 48%	19	40	$480K
BlueReef Capital	Low 5%	2	40	$120K
Bright Legacy LLC	Low 0%	—	40	$240K
Buoyant Financial	Low 0%	—	40	$700K
CareGen Wealth Management	High 55%	22	40	$2.3M
Clanton Financial Partners, LLC	Typical 30%	12	40	$670K
Cubed Systems	High 50%	20	40	$1.5M
DCapital Wealth LLC	Low 10%	4	40	$560K
G. Allen Financial Inc.	Very High 75%	30	40	$2.5M
Jadim Wealth Management, LLC	Typical 28%	11	40	$640K
Long Lake Capital Management, LLC	High 58%	23	40	$1.1M
Meyers Wealth Management	Very High 75%	30	40	$2.4M
Montebello Avenue	Very High 73%	29	40	$1.4M
Petrarch Wealth Management	Low 13%	5	40	$300K
Power Investing	Low 0%	—	40	$1.1M
R.B. Financial Group	Low 8%	3	40	$330K
San Francisco Wealth Planning LLC	High 53%	21	40	$1.7M
Swell Financial	Typical 30%	12	40	$650K
Taxable Wealth	Very High 75%	30	40	$2.1M
The Financial Advisors	High 58%	23	40	$1.6M
Tre Api Wealth Management, LLC	Typical 25%	10	40	$1.3M
Werlemann Wealth Management	Very High 75%	30	40	$2.8M
Wilson Advisors, LLC	Very High 88%	35	40	$0
Windfall Advisors, LLC	Very High 85%	34	40	$1M
Alpine Asset Management	High 56%	23	41	$1.3M
Buff Your Finances	Low 5%	2	41	$240K
Calcagnini Wealth Management, LLC	Very High 85%	35	41	$900K
Clarity Wealth Management LLC	Low 2%	1	41	$190K
Classic Financial & Investment Services, Inc.	Typical 29%	12	41	$1M
Equinox Wealth Management	Very High 73%	30	41	$2M
Farm Girl Capital LLC	Typical 17%	7	41	$460K
Lucent Wealth Planning, LLC	High 71%	29	41	$2.4M
Retirement Roadmap Financial Planning	Very High 90%	37	41	$1.6M
RIBERA Investment Management, LLC	Typical 32%	13	41	$1.6M
Riverflow Wealth Management, LLC	Low 0%	—	41	$240K
Strategic Financial	High 61%	25	41	$1.8M
Truly Unbiased LLC	Very High 80%	33	41	$3M
Capital Wealth Planners, LLC	High 40%	17	42	$970K
Endurance Investment Strategies, Inc.	Typical 24%	10	42	$600K
FiduciaOne	High 40%	17	42	$840K
Fireside Financial Planning, Inc.	Low 12%	5	42	$420K
Focused Capital Investment, LLC	High 43%	18	42	$140K
Imagine Financial Services	Low 0%	—	42	$310K
Lamb Retirement Solutions LLC	Low 0%	—	42	$73K
Parabolic Asset Management LLC	Typical 29%	12	42	$560K
Phase Line Financial	Typical 21%	9	42	$420K
Planning Within Reach, LLC	High 45%	19	42	$170K
Rand Group Financial	Very High 79%	33	42	$1.9M
Silverback Financial	High 52%	22	42	$2.1M
Sunpath Financial	Low 0%	—	42	$81K
Wood River Consulting	Low 0%	—	42	$140K
Ascend Financial Advisers, Inc	Low 12%	5	43	$760K
Beverly Hills Capital Management LLC	Typical 26%	11	43	$440K
Cadger Tax and Financial Inc.	Low 5%	2	43	$270K
Cypress Praxis, LLC	Very High 74%	32	43	$2.2M
Elliott Financial, LLC	Low 0%	—	43	$530K
Endeavor Financial Planning	High 63%	27	43	$1.2M
FMT Investment Advisory	Typical 19%	8	43	$570K
The J R Baker Group	Typical 16%	7	43	$620K
Berson Money Management	Typical 32%	14	44	$650K
Ella Financial Advising	Very High 73%	32	44	$2.4M
Fata Financial	Typical 30%	13	44	$1.1M
Financial Growth Management, Inc.	Low 0%	—	44	$270K
Full Circle Financial Planning	Low 0%	—	44	$160K
Heritage Grove Wealth Management, LLC	Very High 100%	44	44	$2M
Hood Financial, LLC	Low 0%	—	44	$320K
Kisin Wealth Management LLC	Low 0%	—	44	$120K
Madden Creek Advisors	Very High 100%	44	44	$1M
Marim Wealth Planning	Typical 18%	8	44	$710K
OakGrowth Wealth Management LLC	Typical 27%	12	44	$330K
Perpetual Wealth Advisors, LLC	Very High 75%	33	44	$2.1M
Rittmann Capital Management Co	Low 0%	—	44	$3.2M
Rocky Mountain Humane Investing LLC	Low 0%	—	44	$310K
Sagevest Financial Advisors, LLC	Very High 100%	44	44	$1.4M
Sitka Pacific Capital Management, LLC	High 52%	23	44	$520K
STS Wealth Management, Inc.	Very High 91%	40	44	$410K
Sullivan Capital Management	High 59%	26	44	$580K
Ward Capital Management LLC	Low 0%	—	44	$610K
WB Financial Services, LLC	Very High 91%	40	44	$0
Agewise Financial Inc.	Low 0%	—	45	$170K
Babylon Wealth Management LLC	Low 0%	—	45	$800K
Chisholm Financial Planning & Investments	High 44%	20	45	$960K
Client First Finance LLC	Very High 96%	43	45	$0
ESI Financial Services, Inc.	Low 0%	—	45	—
Freedom Capital Management, Inc.	Low 0%	—	45	$270K
G&F Financial Services	Low 0%	—	45	$420K
Gilmore Financial Services, LLC	Very High 91%	41	45	$800K
IQ Trends Private Client Asset Management	Typical 36%	16	45	$1.4M
Irving Advisory Group, LLC	Low 2%	1	45	$250K
Lupu Financial	Low 11%	5	45	$330K
Manetta Wealth	Low 4%	2	45	$1.1M
Murapa Investments	Low 0%	—	45	$110K
Navigate Financial LLC	Typical 33%	15	45	$920K
O'Reilly Wealth Advisors	Low 11%	5	45	$540K
PMA Wealth Management	Low 11%	5	45	$560K
SML Capital LLC	Low 11%	5	45	$400K
The Swanson Financial Group	Typical 27%	12	45	$690K
Think Different Financial Planning	Very High 91%	41	45	$3.1M
Wealth Enhancement & Preservation, Inc.	Very High 80%	36	45	$590K
Clements Investment Management	Low 0%	—	46	$800K
Colsara National Wealth Management LLC	Typical 22%	10	46	$560K
Corcoran Wealth Management LLC	Low 0%	—	46	$58K
Dolan Partners LLC	Very High 100%	46	46	$1.2M
Golden Wealth Capital, LLC	Typical 30%	14	46	$460K
Layari Financial	Low 0%	—	46	$200K
MP Townsend Financial	Low 4%	2	46	$120K
Proflex Finance	Low 11%	5	46	$470K
Swad Wealth Management LLC	High 59%	27	46	$2.1M
Trusted Financial Advisors	Very High 72%	33	46	$1.3M
WMS Financial Services	Low 0%	—	46	$160K
395 Financial Planning	Low 0%	—	47	—
Athena Wealth Management	Low 0%	—	47	$81K
Avaari Financial	Low 0%	—	47	$760K
Barnes & Company Investment Counsel, LLC	High 51%	24	47	$940K
Family Retirement LLC	Typical 36%	17	47	$470K
Financial Peak	Low 11%	5	47	$330K
Hall Financial Services, Inc	Low 0%	—	47	—
Humane Investing, LLC	High 45%	21	47	$470K
Poplar Global Wealth Management LLC	Typical 36%	17	47	$1.2M
S Conway Consulting, LLC	Typical 23%	11	47	$340K
Simplicity Wealth Management	High 70%	33	47	$720K
Summa Capital Management LLC	High 49%	23	47	$1.7M
Ultimate Retirement Products, Inc.	High 64%	30	47	$1M
WEalthetic LLC	High 53%	25	47	$350K
Wright Wealth Management, LLC	Typical 32%	15	47	$920K
Abramson Financial Planning, LLC	Low 0%	—	48	—
Beltramo Financial Services, Inc.	High 63%	30	48	$1M
GFP Wealth Management	Very High 85%	41	48	$4.1M
Lotusland Properties	Low 0%	—	48	$0
Olson, Cross & Alamo Advisors LLC	Very High 73%	35	48	$1.6M
Ruesoff Asset Management LLC	Typical 19%	9	48	$790K
Wealth Script Advisors	Very High 90%	43	48	$1.9M
BKS Wealth LLC	High 53%	26	49	$430K
C Financial and Tax Associates	Low 0%	—	49	$220K
Focused Mission Financial	High 43%	21	49	$1.3M
Invested Interests, LLC	Low 0%	—	49	$160K
Jersin Financial Services	High 59%	29	49	$1.5M
Krystal Fortner	Low 0%	—	49	—
Meritage Wealth Management	High 55%	27	49	$1M
Michael J.D. McCall, LLC	High 39%	19	49	$1.2M
Raise Financial Advisors LLC	Typical 16%	8	49	$370K
Robert Horowitz Wealth Management	Typical 37%	18	49	$2.1M
The Wealth Collective, LLC	High 49%	24	49	$800K
Townsend Financial	High 55%	27	49	$1M
Bankers Investment Counseling	Low 14%	7	50	$430K
Cypress Point Financial Advisors	Low 12%	6	50	$870K
Darkhorse Advisor	High 66%	33	50	$780K
Doll Capital Advisors Incorporated	High 64%	32	50	$1.5M
Donahue Financial Group	Low 10%	5	50	$1.7M
J. Dyhr Capital	Low 4%	2	50	$420K
Magnum Financial	Low 6%	3	50	$280K
New Spring Financial Planning, LLC	Typical 36%	18	50	$1.1M
Old Vine Capital	High 60%	30	50	$3M
PVB Wealth Management, LLC	High 58%	29	50	$360K
SLR Advisors	Low 4%	2	50	$120K
Argent Wealth Advisors, LLC	Low 0%	—	51	$740K
Baker Asset Management, LLC	Typical 27%	14	51	$650K
Shorepine Wealth Management, LLC	High 51%	26	51	$1.3M
Yoakum Wealth Management	High 59%	30	51	$1.7M
Alesia Investment Management LLC	Typical 29%	15	52	$440K
Bright Wealth Advisors, LLC	Low 4%	2	52	$420K
Dhamma Capital	High 46%	24	52	$1.5M
Firmament Financial	Typical 21%	11	52	$600K
Hicok Financial Solutions, LLC	High 38%	20	52	$920K
Lewis Advisory Group	High 38%	20	52	$1.3M
PGP Wealth Services, LLC	High 62%	32	52	$1.5M
Rowe Consulting Group, LLC	Low 10%	5	52	$210K
Baker Jensen Investment Advisors, LLC	High 58%	31	53	$640K
Compass Financial, LLC	Low 9%	5	53	$260K
Crafted Wealth Management	Typical 36%	19	53	$1.1M
Hammer Asset Management, LLC	High 38%	20	53	$360K
JC Financial Services	Low 6%	3	53	$450K
Kensington Ami, LLC	Low 2%	1	53	$1.4M
Parallel Wealth Management	Typical 21%	11	53	$800K
Platler Capital Management LLC	Typical 15%	8	53	$530K
Remedios Financial Planning	High 49%	26	53	$0
Sagepointe Advisors LLC	Very High 77%	41	53	$1.2M
Suttle Crossland Wealth Advisors, LLC	High 57%	30	53	$1.9M
AWR Investment Management, LLC	High 50%	27	54	$2.4M
Continuum Global Asset Management, LLC	Very High 100%	54	54	$1.1M
Devil Mountain Investment Management	Typical 33%	18	54	$790K
Fernandez Financial Advisory, LLC	Typical 26%	14	54	$1.2M
Financial Telesis Company	Typical 17%	9	54	$400K
Forthright Finances LLC	Low 0%	—	54	$530K
JST Investment Consulting	Typical 20%	11	54	$490K
Long Game Financial, LLC	High 56%	30	54	$880K
LPR Capital, Inc.	Typical 19%	10	54	$700K
Probitas Financial	Typical 35%	19	54	$1.3M
Protected Capital Management	Low 11%	6	54	$370K
SimplifiedFP	High 41%	22	54	$950K
The Butterfield Group LLC	Typical 33%	18	54	$68K
1st Financial Planning Group, Inc.	Low 0%	—	55	—
Alpha Private Wealth Advisors LLC	Very High 91%	50	55	$360K
Cairn Investor Services	Typical 18%	10	55	$46K
Carty Financial, Inc.	High 38%	21	55	$730K
Daniel J. Disimile CFP, LLC	Low 9%	5	55	$480K
Flow Financial Planning, L.L.C.	High 40%	22	55	$1.7M
JC Financial Planning & Investments, LLC	High 38%	21	55	$1.4M
Monroe Wealth Management LLC	Very High 78%	43	55	$1.3M
PK Wealth Advisors	Low 0%	—	55	$330K
Trachtenberg Capital Management, LLC	Very High 100%	55	55	$930K
21:5 Advisors, LLC	High 64%	36	56	$650K
Bonnema Wealth Management LLC	Low 0%	—	56	$2M
Clear Retirement Advice LLC	Very High 84%	47	56	$2.7M
Fidela Wealth	High 63%	35	56	$810K
Method Finance, LLC	Typical 36%	20	56	$980K
Mills Financial Services LLC	Low 0%	—	56	$80K
Profit Strategies, Inc.	Low 9%	5	56	$420K
Andrew Marshall Financial LLC	Low 0%	—	57	—
Attune Financial Planning, LLC	Typical 25%	14	57	$560K
Baughman Financial Group	High 42%	24	57	$1.3M
CRB Strategic Services LLC	High 47%	27	57	$1M
Creative Capitalists, Inc.	Low 12%	7	57	$400K
Easan Katir Wealth Management	Typical 28%	16	57	$160K
Gibson Monroe Wealth Advisors	Low 0%	—	57	$180K
Goldberg Financial Advisors, LLC	High 68%	39	57	$2.1M
OakLeaf Asset Advisors	Low 7%	4	57	$390K
Peterkin Financial, LLC	Low 0%	—	57	$430K
RR Financial Management LLC	Low 0%	—	57	$24K
Salvini Financial Planning	High 67%	38	57	$2M
Westface Financial Advisory	High 39%	22	57	$630K
Ashby Wealth Management, LLC	Typical 29%	17	58	$400K
Asset & Retirement Management	Low 3%	2	58	$110K
Asset Solutions	Low 14%	8	58	$210K
Avidity Capital	Low 5%	3	58	$220K
Busine Wealth	High 60%	35	58	$1.3M
Golden Lion Wealth Management, LLC	Low 0%	—	58	$280K
Jaffe Asset Management LLC	High 67%	39	58	$1.7M
John McAndrew Financial Advisors LLC	Typical 31%	18	58	$1.3M
Luskin Financial Planning	Very High 100%	58	58	$0
Mark Harris Services	Low 14%	8	58	$460K
MFA Global Consulting Group LLC	Low 0%	—	58	$8.6K
Percy E. Bolton Associates, Inc.	Low 0%	—	58	$570K
Strong Foundation Wealth Management LLC	Low 5%	3	58	$350K
ARM Financial LLC	Very High 86%	51	59	$810K
Askeladden Capital	Very High 92%	54	59	$780K
Blackhawk Wealth Advisors	High 63%	37	59	$1.1M
HN Buss Investing	Low 0%	—	59	$210K
Joshi Capital Management, LLC	Typical 22%	13	59	$250K
Overwatch Management	Low 0%	—	59	$17K
Randazzo Capital Management, LLC	Low 8%	5	59	$390K
Sound Planning and Investments, LLC	High 47%	28	59	$1.7M
Spreckels Wealth Management	Very High 90%	53	59	$1.5M
Verus Wealth Management	High 61%	36	59	$2.4M
AMS Capital Management LLC	Typical 15%	9	60	$600K
Bucher Wealth Advisors	Very High 75%	45	60	$2.4M
Convergence Wealth Partners LLC	Low 7%	4	60	$290K
Encover Personal Finance	Low 0%	—	60	—
Financially Healthy, LLC	Typical 17%	10	60	$950K
Frank Elmer Investment Strategies LLC	Low 0%	—	60	$570K
Higher Impact Financial, LLC	Low 0%	—	60	$78K
Highpointe Wealth	Low 3%	2	60	$400K
Ingen Strategies, LLC	Low 5%	3	60	$190K
Intelligent Investor Financial Planning, LLC	Typical 35%	21	60	$570K
Jaffe Financial Services, LLC	Low 0%	—	60	$430K
JSB Capital Management, LLC	Low 12%	7	60	$170K
Julius Wealth Advisors, LLC	Typical 37%	22	60	$840K
Maranantha Financial	Low 8%	5	60	$140K
Paragon Asset Management Inc.	High 47%	28	60	$1.9M
Roach Investment Services	High 55%	33	60	$830K
Seidman Investment Portfolios	High 40%	24	60	$1M

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