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
Wen Capital Advisory Group, Inc.	Typical 28%	17	60	$430K
CST Financial Advisory LLC	Typical 33%	20	61	$400K
Harris & Associates	Low 11%	7	61	$610K
Level Up Financial Planning, LLC	Typical 16%	10	61	$120K
Matterhorn Financial Planning	High 64%	39	61	—
Rossi Financial Group	Typical 18%	11	61	$620K
Strongside Asset Management LLC	Typical 21%	13	61	$580K
Vomund Investment Management, LLC	High 46%	28	61	$1M
Caris Investment Partners	Low 0%	—	62	$780K
Couleur Investments	Typical 23%	14	62	$280K
Kearney-Burch Financial Services, Inc.	Typical 27%	17	62	$980K
Longevity Wealth Management LLC	Very High 81%	50	62	$980K
Marram Investment Management, LLC	Typical 23%	14	62	$510K
OnPoint Financial Management LLC	Low 0%	—	62	$8.2K
Pariveda Investment Management	Typical 27%	17	62	$770K
Privatus	Low 0%	—	62	$100K
Sage Path Solutions	Typical 31%	19	62	$1.2M
Ball Investments Corporation	Low 0%	—	63	$63K
Donnelly Investments	Typical 24%	15	63	$860K
Elderrock Financial LLC	Typical 19%	12	63	$470K
Elemental Capital Partners LLC	Very High 76%	48	63	$3.1M
Empower Financial	Typical 24%	15	63	$0
Exhale Wealth	Typical 32%	20	63	$980K
Gen Next Wealth, Inc.	Low 8%	5	63	$310K
Hawley Personal Finance	Low 0%	—	63	—
HFM Advisors	Typical 35%	22	63	$1.1M
K. D. Clewley Capital Management	High 41%	26	63	$1.4M
Mile Wealth Management	High 54%	34	63	$1.9M
Robert William Shoemaker,Iii	Typical 33%	21	63	$990K
Simple Portfolio Management, Inc.	High 48%	30	63	$1.9M
Taylor Wealth Management, LLC	Very High 73%	46	63	$2.7M
Triumph Private Wealth	Typical 27%	17	63	$360K
Avinci Wealth Management, Inc.	Low 8%	5	64	$160K
Belle River Capital Management LLC	Low 0%	—	64	$710K
Chanakya Business Ventures LLC	High 48%	31	64	$170K
Curated Wealth Solutions, LLC	High 52%	33	64	$620K
Eagle Grove Advisors LLC	Typical 19%	12	64	$720K
Eden Financial	Low 0%	—	64	$250K
Infinity 8 Investments, LLC	High 63%	40	64	$1.9M
Iron Horse Capital, Inc.	Low 0%	—	64	$1.6M
Katam Hill LLC	High 50%	32	64	$640K
Sparrow Wealth Management	Very High 81%	52	64	$2.1M
TaiBay Wealth Management LLC	High 56%	36	64	$890K
West Coast Financial Wealth Management, Inc	Low 0%	—	64	$530K
AP Investment Management	High 42%	27	65	$650K
Berla Investment Consulting	Very High 100%	65	65	—
Fire Wealth Management, LLC	Typical 29%	19	65	$750K
Globe & Anchor Wealth Management & Financial Planning, LLC	Typical 34%	22	65	$870K
Gross Domestic Product, Inc	High 60%	39	65	$2M
Porta Investment Management	Low 11%	7	65	$540K
Saranap Wealth Advisors	Typical 26%	17	65	$1.2M
sigma3capital LLC	High 62%	40	65	$260K
VBL Advisors LLC	Very High 100%	65	65	$1.3M
Watchstone Wealth Management LLC	High 51%	33	65	$1M
Woven Capital, LLC	Typical 35%	23	65	$360K
Carr Wealth Management LLC	Typical 18%	12	66	$310K
CBL Wealth Management	Typical 15%	10	66	$470K
Davenport Wealth Advisors	Typical 15%	10	66	$410K
Fairway Asset Management, Inc.	Typical 33%	22	66	$810K
Greater Good Financial	Low 9%	6	66	$400K
Integrity Asset Management, LLC	Typical 17%	11	66	$740K
JD Financial Fitness LLC	Typical 32%	21	66	$1.3M
Kay Investments, Inc.	Typical 30%	20	66	$920K
PJ Scavuzzo, Inc.	Low 12%	8	66	$280K
Retirement Wealth Center Inc	Typical 36%	24	66	$470K
Thomas Seaman Company	Typical 18%	12	66	$1M
Burge Financial	Low 10%	7	67	$220K
Excelsus Capital Management	High 45%	30	67	$780K
Fell Capital Management	High 43%	29	67	$2.3M
Fortitude Wealth Management L.L.C.	Typical 22%	15	67	$740K
Lance Parker Wealth Management	Typical 15%	10	67	$440K
On the Trail Financial Planning, LLC	High 55%	37	67	$1.3M
Pure Wealth Management	Low 0%	—	67	$690K
Selah Wealth Advisors	Low 0%	—	67	$140K
Steven Ayers & Company	High 42%	28	67	$1.3M
Strava Financial, LLC	High 40%	27	67	$1.4M
The Raffin Group LLC	Typical 33%	22	67	$400K
Visionary Wealth Planners LLC	Low 0%	—	67	$97K
Waller Financial Coaching	Very High 85%	57	67	$1.3M
Emeritus Investment Management, Inc.	Typical 26%	18	68	$890K
Focused Finances, LLC	Typical 35%	24	68	$1M
Goal Line Wealth Management, Inc.	High 69%	47	68	$1M
Meridian Wealth Management, Inc	Very High 72%	49	68	$1.5M
Modern Money Management LLC	Typical 35%	24	68	$680K
Pacific Investment Advisors, LLC	Typical 15%	10	68	$380K
Traction Wealth Management, LLC	Low 9%	6	68	$230K
Wellington Capital Advisors, LLC	Very High 82%	56	68	$360K
EDM Capital, LLC	Typical 28%	19	69	$840K
Fullerton Advisors, LLC	High 67%	46	69	$1.7M
Leedom Asset Management, Inc.	Very High 87%	60	69	$930K
Lockerman Financial Group, Inc.	High 51%	35	69	$1.6M
New Wave Financial Services	Very High 72%	50	69	$1.8M
Pathlight Wealth Management	Typical 16%	11	69	$350K
Reh Wealth Advisors LLC	High 57%	39	69	$1.6M
Checkpoint Financial Planning	Typical 29%	20	70	$0
Elite Capital Services, LLC	Low 14%	10	70	$770K
Investus Financial	Typical 33%	23	70	$1M
Light Capital Management LLC	High 59%	41	70	$1.2M
Owens Investment Advisors LLC	Low 11%	8	70	$220K
Triflame Capital	Typical 17%	12	70	$390K
Venture Forth Financial	High 41%	29	70	$1.5M
Yosemite Wealth	Low 9%	6	70	$230K
Covered Edge Asset Management, LLC	Low 0%	—	71	$250K
FocusYou	Typical 27%	19	71	$840K
John H. Liles, CFP	Low 0%	—	71	$570K
Long View Financial Services, Inc	Typical 30%	21	71	$930K
OWL and ORE Wealth Planning	Typical 34%	24	71	$810K
The Stewardship Solution	Typical 17%	12	71	$210K
Legacy Advisory Group, Inc	Typical 33%	24	72	$670K
MESA Wealth Management	Typical 28%	20	72	$240K
RMR Capital Management LLC	High 63%	45	72	$2.4M
Sutro Advisors	High 61%	44	72	$670K
United Global Advisors, LLC	Typical 29%	21	72	$620K
Afrasiab Wealth Solutions, LLC	Low 0%	—	73	$270K
DES Financial Group, LLC	High 45%	33	73	$470K
Mrd, Inc.	High 58%	42	73	$2.5M
Sierra Shore Financial	Low 1%	1	73	$63K
Teixeira Wealth Management LLC	High 66%	48	73	$280K
Ultra Advisory Group	High 48%	35	73	$1.9M
Blue Rock Financial Services, Inc.	Typical 31%	23	74	$720K
Corlett Financial, Inc.	Low 12%	9	74	$420K
JPS Global Investments, LLC	Typical 23%	17	74	$880K
McCurdy Financial Solutions	Typical 26%	19	74	$360K
Conklin Shure Financial	Low 0%	—	75	—
EdMD Financial Strategies, LLC	Low 0%	—	75	$33K
Intelligent Investing	Low 11%	8	75	$590K
NGP Financial Planning, LLC	High 40%	30	75	$1.7M
Seal Rock Wealth Management, LLC	Typical 29%	22	75	$1.2M
True Fiduciary Capital, LLC	Very High 100%	75	75	$1.3M
Bahr Financial Planning Network, Inc.	Typical 25%	19	76	$710K
Curtis Financial Planning	Very High 87%	66	76	$2.2M
The Foundation Wealth Management, LLC	Low 7%	5	76	$170K
Albility Planning	Low 8%	6	77	$160K
Bourbon Financial Management	High 64%	49	77	$0
Eagleson Arndt Financial Advisors	Typical 24%	37	154	$680K
JY Capital Management	Low 0%	—	77	$500K
LifePoint Financial Design	Low 5%	4	77	$240K
Pedicord Wealth Management, LLC	Typical 26%	20	77	$950K
Baseline Investments, LLC	High 62%	48	78	$120K
Indy Wealth Solutions, LLC	Low 0%	—	78	$76K
KFICO, LLC Registered Investment Advisor	Typical 36%	28	78	$550K
MEM Investments	Low 14%	11	78	$1.2M
Momentum Private Wealth Management	Typical 36%	28	78	$920K
Monocot Wealth Management, LLC	High 44%	34	78	$840K
Percension Wealth Advisors, LLC	Typical 18%	14	78	$350K
Thrive Financial Planning	High 46%	36	78	$570K
Balanced Wealth Management	Low 0%	—	79	—
Delphi Wealth Partners	High 41%	32	79	$650K
Joiner Financial, LLC	Typical 15%	12	79	$800K
RJR Financial Services	Low 0%	—	79	$610K
Victory Wealth Management, LLC	Low 0%	—	79	$880K
White Pine Investments	Low 5%	4	79	$300K
Aspire Advisory Services	Typical 31%	25	80	$860K
Cabildo Capital LLC	Very High 74%	59	80	$830K
Cobb Planning Group	Low 0%	—	80	$20K
Crone Wealth Management, PLLC	Low 0%	—	80	—
Disruptiveseculargrowth Corporation	High 54%	43	80	$440K
Duran Capital Management, LLC	Low 11%	9	80	$540K
EmboldenFP	Low 0%	—	80	—
Hilpan Moxie Wealth Management, LLC	High 41%	33	80	$1.2M
KW Wealth Management LLC	High 38%	30	80	$1.5M
Ross Financial Group	Low 0%	—	80	$190K
Total Wealth Solutions	Very High 75%	60	80	$1.8M
Conway Partners	Very High 86%	70	81	$1.8M
Firstline Financial LLC	Low 4%	3	81	$390K
U.S. Advisors, Inc.	Typical 33%	27	81	$860K
Brink Financial Group, Inc.	Low 5%	4	82	$260K
MB3 Consulting LLC	Typical 18%	15	82	$750K
Thielen Capital Corporation	Very High 73%	60	82	$1.5M
Wealthmark Advisory Group, LLC	High 39%	32	82	$1M
Berger Asset Management, Inc.	Low 0%	—	83	$310K
Educated Solutions	Low 4%	3	83	$610K
Fiducia Wealth Management	Low 14%	12	83	$300K
Kruse Financial Strategy	Low 0%	—	83	—
Lewis Capital Management	Very High 84%	70	83	$2.1M
Phibbs Financial	Low 2%	2	83	$320K
The Hourly Advisor LLC	Low 0%	—	83	—
Verdant Capital Management	Low 0%	—	83	$1.2M
Klocke Capital Group, LLC	Typical 19%	16	84	$940K
Majestic Oak Financial, LLC	Low 10%	8	84	$610K
Calibration Financial	Low 4%	3	85	$190K
Cruse Investments	High 69%	59	85	$670K
Lucey Investment Management, LLC	Typical 35%	30	85	$680K
Spahr Financial Group, LLC	Low 0%	—	85	$320K
Carmandalian Financial Group, LLC	Typical 29%	25	86	$1.7M
Harry Licursi Tax & Retirement Planning	Low 0%	—	86	$230K
Harris Investment Advisors LLC	High 44%	38	87	$320K
MDRN Wealth	Typical 23%	20	87	$830K
Ramsdell Capital Management, LLC	Very High 86%	75	87	$1.2M
Royal Palms Capital, LLC	High 38%	33	87	$1.4M
Winslow Drake, Inc.	Typical 22%	19	87	$700K
All One Wealth, LLC	Typical 20%	18	88	$510K
Cadena Financial Planning & Tax Services	Typical 35%	31	88	$700K
Forward Financial LLC	Typical 23%	20	88	$890K
Prima Wealth	Typical 28%	25	88	$1.1M
Qubera Wealth Management	High 38%	33	88	$600K
Runnymede Capital Management Inc	High 44%	39	88	$890K
Wealth Legacy Group, Inc.	High 65%	57	88	$990K
Wealth Mode	Low 5%	4	88	$140K
Abbott Capital Management Corp.	Low 9%	8	89	$490K
Benning Financial Group, LLC	Typical 29%	26	89	$990K
Patricia Heaton Parker, CFP	Low 9%	8	89	$290K
Clutinger Williams & Verhoye Inc	High 49%	44	90	$1.6M
Emerald Wealth Management, Inc.	Low 0%	—	90	$170
Foothills Capital Management, LLC	Low 11%	10	90	$280K
Gustafson Financial Solutions	Low 0%	—	90	—
Pacific Investment Research	High 42%	38	90	$1.3M
Rennie & Associates	High 61%	55	90	$0
Wealthbuilders, LLC	Typical 36%	32	90	$590K
Arc Advisers LLC	Typical 37%	34	91	$1.2M
Aspire Wealth Advisors, LLC	Typical 36%	33	91	$820K
Momentum Financial and Insurance Services LLC	Low 0%	—	91	$650K
Oak Summit Wealth Management, Inc.	Typical 32%	29	91	$900K
Osborne Capital Management	Low 11%	10	91	$320K
Redefine Financial	Typical 15%	14	91	$410K
Keep It Simple Financial Planning	Typical 21%	19	92	$770K
New Assets Investment Advisors LLC	Typical 15%	14	92	$560K
S.H. Capital Management Corp.	Typical 15%	14	92	$600K
Janis Financial, LLC	Low 4%	4	93	$290K
Atlas Peak Advisors, Inc.	Typical 22%	21	94	$920K
Douglas Capital Management, LLC	High 43%	40	94	$230K
VanDenburg Capital Management	High 46%	43	94	$1M
Ames financial services	Low 0%	—	95	$140K
Goldman Wealth Management	High 39%	37	95	$1.2M
Mears Money Management	Low 0%	—	95	$400K
Strategic Income Advisors	Low 0%	—	95	$420K
FBS Securities	Typical 19%	18	97	$430K
Howard Financial	Low 5%	5	97	$290K
Scott & Associates Investment Advisory Services	Typical 20%	19	97	$650K
Tri-Quest Investment Advisors	Low 10%	10	97	$230K
Eureka Financial Planners, LLC	Low 10%	10	98	$530K
Financial Strategies for Today and Tomorrow--Wealth Mgmt Group	Low 0%	—	98	—
Gemmer, Robert Arden	High 51%	50	98	$690K
Jim McKeever	High 50%	49	98	$890K
KMR Wealth Advisory, LLC	Low 14%	14	98	$590K
Moore Wealth Partners, LLC	Typical 20%	20	98	$350K
Twenty Fifty Capital	Low 13%	13	98	$480K
Ric Komarek, CFP	Low 7%	7	99	$240K
Rincon Wealth Management	Typical 29%	29	99	$610K
Sierra Nevada Wealth Management, LLC	Low 0%	—	99	$210K
Starkel Wealth Advisors, LLC	Low 5%	5	99	$140K
WealthTarget Investment Advisors, LLC	Typical 24%	24	99	$390K
Willis Financial Services, Inc.	Typical 24%	24	99	$970K
Berman, Gil	Very High 85%	85	100	$630K
Hayden Capital	Very High 85%	85	100	$320K
Retirement Investment Advisors Inc.	Low 0%	—	100	—
Stkeros Financial Planning, LLC	Typical 30%	30	100	$0
Bull Run Investment Management LLC	Typical 24%	24	101	$520K
Murawski Wealth Management	Typical 19%	19	101	$630K
Royal Palm Investment Advisors, Inc.	Low 10%	10	101	$390K
Harvestwise Wealth Planning	Low 13%	13	102	$410K
Sightline Wealth	High 71%	73	103	$540K
Appian Way Financial	Typical 22%	23	104	$1.2M
Brava Financial	Low 0%	—	104	—
Pacific United Planning, Inc.	Low 9%	9	104	$250K
Anchor Wealth Management, LLC	High 46%	48	105	$940K
Babin Wealth Management	Low 8%	8	105	$270K
Clarity Financial	High 67%	70	105	—
Dae Wealth Management	Typical 19%	20	105	$230K
FCG Wealth Management LLC	Low 0%	—	105	$180K
Alpha Wealth Management, LLC	Low 9%	10	106	$220K
Dawson Investment Management	Typical 29%	31	106	$370K
Journey Equity Wealth Management LLC	Low 9%	10	106	$99K
The Cook Company, LLC	Typical 36%	38	106	$370K
Anweiler Financial Management, LLC	Low 0%	—	107	$480K
Fairchild Capital LLC	Typical 25%	27	107	$950K
Kansas City Private Wealth Management, LLC	Typical 33%	35	107	$920K
David Ettl Financial	Low 9%	10	108	$150K
Farrell Financial, Inc.	Low 9%	10	108	$600K
Calisi Wealth Management	Typical 35%	38	109	$680K
ECF Wealth, Inc.	Typical 22%	24	109	$690K
The Financial Group	Typical 20%	22	109	$310K
Hillberg Capital Management, LLC	High 50%	55	110	$840K
Ironcrest Capital Management LLC	Low 5%	6	110	$300K
CIF Advisors Inc.	Low 0%	—	111	$64K
Garner Financial Management	High 40%	44	111	$1.2M
Knecht Capital Management, LLC	Typical 29%	32	111	$990K
Perpetual Capital Advisors, LLC	Low 11%	12	111	$220K
Legacy & Wealth Financial Advisors	Low 13%	15	112	$530K
Malone Wealth Ventures LLC	Low 1%	1	112	$370K
Bell Strategic Investments, Inc.	Low 5%	6	113	$620K
GSR Capital Management, Inc.	Typical 21%	24	113	$750K
Lasting Legacy Wealth Management, LLC	Low 13%	15	113	$530K
McCann Investment Management, LLC	Low 4%	4	113	$73K
Chaim Investment Advisors LLC	Low 3%	3	114	$170K
DRM Wealth Management	High 44%	50	114	$960K
Intero Financial Planning, LLC	Low 10%	11	114	$390K
Pmb Advisors	High 46%	53	114	$990K
S&F Investment Advisors	Low 4%	4	114	$450K
Financial Planning Solutions, Inc.	Low 0%	—	115	—
Life Strategies, Inc.	Typical 23%	27	115	$1.1M
Lotus Asset Management Limited Liability Company	Typical 25%	29	116	$1M
Marathon Retirement Planning	Typical 29%	34	116	$550K
Peckham, David A	Low 3%	3	116	$53K
Taos Investment Advisors, LLC	High 59%	68	116	$680K
Capital Wealth Strategies, LLC	Typical 15%	17	117	$430K
Empowered Retirement, Inc.	Typical 32%	38	117	$670K
London House Capital	Low 0%	—	117	$230K
Haven Capital Group	High 69%	82	118	$1.2M
Ursa Financial, LLC	Low 3%	3	118	$140K
Di Bello Financial	Typical 30%	36	119	$530K
Phase Change Wealth Management LLC	Low 4%	5	119	$240K
Center Pillar Wealth Management LLC	Low 0%	—	120	$380K
Cline Financial Concepts, LLC	Typical 18%	21	120	$560K
Don Scholl & Associates, Inc.	Typical 16%	19	120	$390K
Financial Planning Associates	Typical 25%	30	120	$0
Kensington Securities, LLC	Typical 17%	20	120	$620K
Amy T. Sharp, CFP, LLC	Low 0%	—	121	$520K
Fleming & Associates, LLC	Typical 28%	34	121	$490K
Hartfield Financial & Insurance Services, Inc.	Low 0%	—	121	$230K
CSLA Financial Inc	Low 0%	—	122	$62K
Maxim Capital Advisors, Inc.	Low 0%	—	122	$480K
Palisade Financial	Low 0%	—	122	$520K
Pillar6 Advisors, LLC	Typical 27%	33	122	$760K
Effective Assets	Typical 33%	41	124	$1.2M
Ridgeview Financial Planning	Typical 24%	30	124	$880K
Elevation Financial LLC	Low 0%	—	125	$240K
Paradigm Capital Management	High 56%	70	125	$1.4M
Wright Financial, LLC	Typical 31%	39	126	$610K
Applied Advisor	High 50%	64	127	$0
Clifford Financial Planning, Inc.	Low 13%	16	127	$330K
Zidel Financial Inc.	Typical 34%	44	128	$1.2M
Green Investment Management, Inc.	Typical 16%	21	129	$520K
Polaris Financial Planning, LLC.	High 47%	61	129	$1.2M
Capital Benchmark Partners, LLC	Low 14%	18	130	$400K
Etzler Financial Advisors, LLC	Very High 73%	95	130	$0
Delta Capital Investments, LLC	Low 0%	—	131	—
Diversified Wealth Management Solutions, LLC	Typical 27%	35	131	$660K
Bosman Wealth Management, LLC	Typical 29%	39	133	$1M
Downie Financial Group	Low 6%	8	133	$270K
Kelly Financial Group LLC	High 47%	62	133	$670K
PDE Wealth Advisors, LLC	Low 5%	6	139	$270K
Allen Financial Advisement, Inc.	Low 0%	—	135	$50K
The Financial Advisory Group	Low 7%	10	135	—
Building Equities, LLC	Low 0%	—	136	$60K
David De Koekkoek, CFP, EA	Typical 15%	21	136	$520K
Rehoboth Financial Planning, Inc.	Low 0%	—	136	$120K
Alpha Retirement Wealth, LLC	Very High 96%	131	137	$230K
Domo Capital Management, LLC	Typical 33%	45	137	$180K
Butterworth Financial LLC	Typical 28%	39	138	$710K
Karl Schorr Wealth Management, LLC	Low 0%	—	138	$170K
Sierra Madre Partners LLC	Low 0%	—	139	$210K
Aaron Geoffrey Turner	Low 0%	—	140	$540K
Kenneth E. Boone Wealth Management, LLC	Typical 21%	29	140	$580K
Pinedo Financial Services	Low 0%	—	140	$150K
Pinnacle Retirement & Financial Planning	Very High 78%	111	143	$460K
Grape Modern Wealth Management	Low 8%	11	145	$270K
Sequoia Financial, LLC	Low 3%	5	145	$140K
Simplify Financial Planning	Typical 17%	25	145	$0
Loyd Financial Management Inc.	Typical 36%	53	149	$890K
Retirement Lifestyles Advisory Group	Low 0%	—	149	$460K
Shuyi Kong Wealth Management, Inc.	Low 2%	3	153	$310K
Omega Advisory LLC	Low 9%	14	154	$540K
401K Engineers Inc.	Low 4%	6	155	$280K
GL Trust, Inc.	Low 2%	3	155	$140K
Wealth Planning Group, Inc.	Low 1%	1	156	$260K
Dogpatch Wealth	High 42%	66	157	$440K
Sustainvest Asset Management, LLC	Typical 18%	29	158	$820K
T.M. Murphy Investment Management, Inc.	High 41%	65	159	$230K
Capstone Wealth Management, Inc.	Low 0%	—	160	$170K
Powering Your Retirement	Typical 15%	24	162	$500K
Compass Wealth Advisors	Low 1%	1	165	$200K
RJJ Pasadena Securities, Inc.	Typical 35%	58	165	$660K
Pruneyard Financial Group, Inc.	Typical 22%	37	166	$460K
Pembroke Asset Advisors, LLC	Typical 15%	26	168	$300K
Tweet Management Services, Inc.	Typical 26%	43	168	$710K
Kingsley Advisors, LLC	Low 2%	4	170	$250K
MACC IV Group	Low 12%	20	170	$190K
Purpose First Financial, LLC	Typical 18%	31	172	$350K
Financial Solutions Associates	Typical 37%	65	174	$880K
Regency Financial Group	Low 0%	—	174	$180K
ASL Financial, LLC	High 63%	110	176	$890K
Burgess Financial Planning	Very High 77%	137	177	$520K
Concert Investment Advisory LLC	Low 0%	—	178	$510K
Fitbux RIA LLC	Low 0%	—	180	$28K
Legacy Cornerstone Wealth LLC	Low 0%	—	181	$120K
Spelts Wealth Management, Inc.	Low 7%	12	181	$410K
Bridger Financial Services, LLC	Low 12%	22	182	$220K
Muhr Advisory Group	Typical 23%	43	185	$300K
Pacific Haven Financial, LLC	Typical 18%	33	185	$240K
Pb Capital	Low 5%	10	185	$180K
KMI Wealth Advisors	Low 4%	7	186	$270K
Summer Fields Investments, LLC	Typical 18%	34	186	$160K
Nosuris, Inc.	Low 5%	10	190	$470K
Pathway Financial Services, LLC	Low 0%	—	191	$310K
Wright Wealth Strategies, LLC	Typical 35%	68	196	$480K
Fletcher Capital Management	Typical 17%	34	197	$250K
Wealth Management Partners of Los Angeles	Low 0%	—	202	$96K
AlphaaI Capital Management	Low 0%	—	205	$25K
Advise Financial	Low 4%	8	216	$180K
WealthLynk, Inc.	Typical 17%	37	216	$450K
McBee Advisors, Inc.	Typical 21%	45	219	$270K
Financial Aurora, LLC.	Low 9%	20	220	$590K
Pacific Wealth Advisory Services LLC	Low 11%	25	223	$430K
Webb Financial Group	Typical 24%	53	224	$420K
Gaskin Wealth Management	Low 8%	18	227	$360K
Foxstone Financial	Low 11%	25	230	$300K
W.K. Cooper II Asset Management Corporation	Very High 100%	230	230	$350K
Torrey Capital Investments	Very High 94%	218	231	$430K
Financial Freedom Capital Management	Low 9%	20	234	$220K
Aspen Grove Investment Management, LLC	High 62%	153	246	$190K
CDFinancial	Low 6%	14	249	$350K
DPCM	Typical 19%	50	270	$290K
Silicon Valley Wealth Management Solutions, Inc.	Very High 100%	273	273	$190K
Harvest Financial Group, LLC	Low 5%	14	275	$290K
Fortis Portfolio Solutions, LLC	Very High 100%	276	276	$510K
Crosspoint Financial, LLC	High 41%	117	282	$560K
Wallender, Timothy Joseph	Low 11%	32	289	$480K
Western States Investments	Low 0%	—	300	—
Shankland Financial Advisors, LLC	Low 12%	38	308	$290K
C2C Wealth Management, LLC	Typical 17%	55	324	$550K
Todd Wealth Management LLC	Low 11%	38	362	$440K
Four Peaks Planning and Investments LLC	Low 3%	10	376	$160K
FC360 Wealth Management, Inc.	Typical 28%	107	379	$420K
Nardene Wealth Management Inc	Low 13%	50	400	$200K
A.T. Lloyd's, Inc	Low 7%	28	418	$300K
Wasi	Low 0%	—	429	$140K
New Street Advisors Group LLC	Low 0%	—	510	$30K
Steward Financial Services, LLC	Low 2%	13	543	$110K
Clarion Advisors Inc.	Low 4%	25	632	$210K

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