HNW client percentage for Independent firms serving clients in Florida

Independent firms active in Florida 941 firms

Very Low 0%-0%

Low 0%-11%

Typical 11%-32%

High 32%-57%

Very High 57%-100%

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

Median: 21%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Abaco Retirement Advisors LLC	—	—	—	—
Accessible Financial Planning LLC	—	—	—	—
Acertado Investments	—	—	—	—
ACT 2 Planning	—	—	—	—
Albert Capital Management LLC	—	—	—	—
Align Equity Group	—	—	—	—
Allied Capital Group, LLC	—	—	—	—
Ally Business & Wealth	—	—	—	—
Alternative Finance LLC	—	—	—	—
Aquasphere Am, LLC	—	—	—	—
Arven Wealth Management LLC	—	—	—	—
Ascend Wealth Advisors, LLC	—	—	—	—
Atlas Capital Advisory LLC	—	—	—	—
AVL Advisory LLC	—	—	—	—
Balanced Wealth Strategies LLC	—	—	—	—
Battalion Asset Management, LLC	—	—	—	—
Benowitz Wealth Management	—	—	—	—
Big Blue Investors, LLC	—	—	—	—
Blade Financial	—	—	—	—
Bloom Investment	—	—	—	—
Bluefin Investment Management, LLC	—	—	—	—
Bluewater Asset Management	—	—	—	—
Braintrust	—	—	—	—
Brinker Financial	—	—	—	—
Btesh Financial, LLC	—	—	—	—
Build Financial Advisors, LLC	—	—	—	—
Bull & Bear Capital Advisors, LLC	—	—	—	—
Candor Strategic Partners LLC	—	—	—	—
CEG Wealth Partners, LLC	—	—	—	—
Ciaston Financial Group LLC	—	—	—	—
Cima Sports & Wealth Management Inc	—	—	—	—
CJS Financial Advisers / CJSF Advisers	—	—	—	—
Cma Advisors, Inc.	—	—	—	—
Crewson Financial	—	—	—	—
Crow Capital Management LLC	—	—	—	—
D3 Advisors LLC	—	—	—	—
Daniel Financial Group, Inc.	—	—	—	—
DAS Wealth Management	—	—	—	—
Decker Capital Management, LLC	—	—	—	—
Dominant Leading Capital, LLC	—	—	—	—
Elm Wealth Advisory	—	—	—	—
EM Financial Services, LLC	—	—	—	—
Ernest Salgan	—	—	—	—
European Family Office Institute LLC.	—	—	—	—
Financial Connection, Inc	—	—	—	—
Financial Q Group LLC	—	—	—	—
First Retirement Services LLC	—	—	—	—
Foliage Financial	—	—	—	—
Foresight Financial Advisory	—	—	—	—
Forge Capital	—	—	—	—
Fountainhead Financial Management, Inc.	—	—	—	—
French Capital Management, LLC	—	—	—	—
Galvez Financial LLC	—	—	—	—
GEG Advisors	—	—	—	—
Glow Financial Planning LLC	—	—	—	—
Golden Capital Partners LLC	—	—	—	—
Granofsky Investment Advisory LLC	—	—	—	—
Gray Lake Advisors	—	—	—	—
Green Beret Financial Planning	—	—	—	—
Gulf Coast Asset Management Company LLC	—	—	—	—
Gunn Financial Advisors, LLC	—	—	—	—
GW Asena Pty Ltd	—	—	—	—
Hanson Financial Group	—	—	—	—
Harbor Fort Financial Advisors LLC	—	—	—	—
Harlig Financials	—	—	—	—
Herndon Wealth Services Inc	—	—	—	—
Hinkle Financial Services LLC	—	—	—	—
HNW Synergy Advisors, LLC	—	—	—	—
Holly Donaldson Financial Planning, LLC	—	—	—	—
Houten Haley Financial LLC	—	—	—	—
HPS Solutions LLC	—	—	—	—
Hudson Trading Group	—	—	—	—
Hunt Wealth	—	—	—	—
Hyde Park Wealth LLC	—	—	—	—
IBD Wealth Management, LLC	—	—	—	—
Insight Wealth Management LLC	—	—	—	—
Jacobs Investment Management, LLC	—	—	—	—
Jessurum Capital	—	—	—	—
JSM Investment Management	—	—	—	—
Kevin Investments	—	—	—	—
Kiefer Financial Advising LLC	—	—	—	—
Kitchensink Financial Planning, LLC	—	—	—	—
Knight Vision Capital LLC	—	—	—	—
Lawrence Financial Services	—	—	—	—
Legatum Services LLC	—	—	—	—
Mandarin Advisers	—	—	—	—
Mavs Wealth Management Group, LLC	—	—	—	—
Maway LLC	—	—	—	—
Michael Bush Financial Services	—	—	—	—
Michael G. Miller & Associates, L.L.C.	—	—	—	—
Moorgate Capital Management	—	—	—	—
National Retirement Plan Services, Inc.	—	—	—	—
NuOrion Advisors, LLC	—	—	—	—
O'Brien Strategic Wealth	—	—	—	—
O'Ferrall Advisory Services	—	—	—	—
Off the Bay Wealth LLC	—	—	—	—
Olea Advisory Services	—	—	—	—
Omnicap Wealth Partners LLC	—	—	—	—
Orange Street Fund Advisors LLC	—	—	—	—
Osprey Money Management, LLC	—	—	—	—
OwenWise Financial LLC	—	—	—	—
Paraclete Life Planning L.L.C.	—	—	—	—
Patina Financial Partners, LLC	—	—	—	—
Pine Cone, LLC	—	—	—	—
Primefid Advisors LLC	—	—	—	—
Primus Trust	—	—	—	—
Professional Financial Services, Inc.	—	—	—	—
RC Private Wealth, LLC	—	—	—	—
Reik Wealth Management, Inc.	—	—	—	—
Retirevest Financial, LLC	—	—	—	—
Risen Phoenix Capital Advisers, LLC	—	—	—	—
Rosenberg Wealth Management LLC	—	—	—	—
Roshan Private Wealth Management, LLC	—	—	—	—
Safety of Principle Wealth Management, LLC	—	—	—	—
SA Investment Advisory	—	—	—	—
Sardona Global Advisors LLC	—	—	—	—
Selected Objectives LLC	—	—	—	—
ServePoint Capital LLC	—	—	—	—
Shepherds of Capital	—	—	—	—
SHK Capital Management, Inc.	—	—	—	—
Sick Advisory Services	—	—	—	—
Silverman, Andrew	—	—	—	—
Skela Financial	—	—	—	—
Slight Edge Wealth Strategies, LLC	—	—	—	—
SN Private Wealth Group, LLC	—	—	—	—
Solomon Capital Partners LLC	—	—	—	—
Sovereign Wealth Office LLC	—	—	—	—
Spalding, Steven	—	—	—	—
Stanford Wealth Planning LLC	—	—	—	—
Star Harbor Investments Inc	—	—	—	—
Stone Oak Capital	—	—	—	—
Stronghold	—	—	—	—
Suntax Advisors LLC	—	—	—	—
Synthesis Capital Group	—	—	47	—
Tactical Financial Planning Inc	—	—	—	—
Tampa Bay Capital Management LLC	—	—	—	—
Tapa Private Wealth Inc.	—	—	—	—
The Family Offices Global Ventures Inc.	—	—	—	—
Tolida Enterprises, LLC	—	—	—	—
Toring Financial Advisors, Inc.	—	—	—	—
Trimon Capital	—	—	—	—
Turning Point Financial Advisory	—	—	—	—
Union Grove Capital, LLC	—	—	—	—
Valle Financial Group	—	—	—	—
Verona Advisers	—	—	—	—
Vidal Wealth Management	—	—	—	—
Vigo Capital LLC	—	—	—	—
Waters, James J.	—	—	—	—
WealthAdvisor365	—	—	—	—
Wealth Group, Inc.	—	—	—	—
Westbrook Investment Advisory, LLC	—	—	—	—
Westerfield Investment Management	—	—	—	—
Wyand Wealth LLC	—	—	—	—
Your Best Move Inc	—	—	—	—
Zachary Financial Consultants LLC	—	—	—	—
Critical Mass Financial, LLC	Low 0%	—	1	$170K
Elderkin Wealth Management LLC	Very High 100%	1	1	$1.2M
GAP Financial Counseling Corp.	Low 0%	—	1	—
GBS Group	Low 0%	—	1	$460K
Grayton Beach Capital, LLC	Low 0%	—	1	$28K
Hive Wealth Management LLC	Very High 100%	1	1	$280K
Prosperity Financial Planning LLC	Very High 100%	1	1	$0
Sensible Wealth Management, Inc.	Low 0%	—	1	$54K
Vaquita Sun, Inc.	Low 0%	—	1	$94K
W Bradley Wealth Management LLC	Low 0%	—	1	$2.9M
Albatroz Capital	Low 0%	—	2	$200K
American Dream	Low 0%	—	2	$3.4K
Bates Real Estate and Financial Advisory Services	Low 0%	—	2	$490K
Bert Reames Investment Advisors, Inc.	Low 0%	—	2	—
Bitcoin Standard	Low 0%	—	2	$14K
Bush Capital Management, LLC	Low 0%	—	2	$210K
Chinea Wealth Management LLC	Low 0%	—	2	$270K
Elementum Capital	Low 0%	—	2	$0
Figa Capital Management LLC.	High 50%	1	2	$16M
Guardant Wealth Advisors LLC	Low 0%	—	2	$9K
Guardian Advisors, LLC	High 50%	1	2	$1.4M
Haddock Capital LLC	High 50%	1	2	$49K
Libra Investment Advisors Inc	Very High 100%	2	2	$580K
LifeCare Funding Solutions, LLC	Low 0%	—	2	—
Oceanus Capital Management	Very High 100%	2	2	$2.8M
Prometheus Capital Management LLC	High 50%	1	2	$1.6M
Seth Heine LLC	Low 0%	—	2	$180K
Shonan Gold Financial LLC	Low 0%	—	2	$6K
Venture Wealth Solutions LLC	High 50%	1	2	$56K
Blue Compass Wealth Management, LLC	Low 0%	—	3	$82K
Motus Partners LLC	Very High 100%	3	3	$1.2M
Mozella Asset Management	Low 0%	—	3	$100K
Palm View Investments	Low 0%	—	3	$690K
Profitable Financial Strategies	Low 0%	—	3	—
R.E. Snow Private Wealth Management Group, LLC	Low 0%	—	3	—
SC Capital Management LLC	Very High 100%	3	3	$1M
Stronghold Investment Management	Low 0%	—	3	$240K
Structured Portfolio Solutions, LLC	Very High 67%	2	3	$750K
Sun Creek Holdings LLC	Very High 100%	3	3	$9.1M
Time Advisors USA, LLC	Very High 67%	2	3	$2M
WaterShip Private Capital Management, LLC	Low 0%	—	3	$470K
WCA Advisors, LLC	Very High 100%	3	3	$59K
Archedia Capital LLC	Typical 25%	1	4	$240K
Bmr Global Wealth Management Group, Inc.	Low 0%	—	4	$260K
Brickstone Advisors	Typical 25%	1	4	$530K
Business Wise Insurance, PLLC	Low 0%	—	4	$230K
Earner Wealth LLC	High 50%	2	4	$4.1M
Filon Capital	Very High 75%	3	4	$500K
Flood Tide Financial LLC	High 50%	2	4	$1.2M
KFI Advisors	Very High 100%	4	4	$550K
LeBrigh Life Planners	Low 0%	—	4	$1.5M
Legacy Wealth Management, Inc.	Low 0%	—	4	$1.5M
Litovsky Asset Management	Very High 100%	4	4	$2.2M
Magna Vis Capital	Low 0%	—	4	$16K
Monterra Advisors, LLC	Very High 75%	3	4	$930K
Saber Asset Management	Very High 75%	3	4	$220K
Smartvalue Investment Management, LLC	Low 0%	—	4	$470K
Stewart Wealth Management, LLC	Low 0%	—	4	$86K
Tactical Investments	Very High 100%	4	4	$1.3M
Vero Strategic Yield, LLC	Low 0%	—	4	$0
Acosta Capital Advisors	Low 0%	—	5	$150K
Bedinghaus Financial Group, Inc	High 40%	2	5	$450K
Beofor Capital LLC	Very High 100%	5	5	$1.6M
Black Raven Investments, LLC	Low 0%	—	5	$840K
Broaden Wealth LLC	Very High 60%	3	5	$1.2M
C. O. Overbey, Jr LLC	Low 0%	—	5	$1.9M
CPA Synced Financial	Very High 60%	3	5	$700K
DeHoff Wealth Advisory LLC	Low 0%	—	5	$300K
Diversified Capital Corp.	Very High 60%	3	5	$3.9M
EBANKS Financial Solutions, LLC	Low 0%	—	5	$26K
Elm Tree Capital Management LLC	Very High 100%	5	5	$800K
Grand Life Financial LLC	Very High 100%	5	5	$1.7M
Gray Colt Financial Planning LLC	Low 0%	—	5	$140K
Gray Lion Capital	Very High 100%	5	5	$1.4M
Johnson Wealth Management, LLC	Low 0%	—	5	$320K
JP Law and Wealth Advisors PLLC	Low 0%	—	5	$40K
LE Capital Management LLC	Very High 100%	5	5	$3M
McLean Capital Management	High 40%	2	5	$560K
M. D. Falk & Company, Inc.	Very High 100%	5	5	$910K
Navigar Advisors, Inc.	High 40%	2	5	$640K
Norton Financial Consultants	Low 0%	—	5	—
Orcus Investment Advisors, LLC	Low 0%	—	5	$1.2M
Plan Ahead Advisors	Very High 60%	3	5	$1.4M
Ransome Asset Management	Very High 100%	5	5	$160K
Robertson Advisory, Inc.	Low 0%	—	5	$0
Stewardship Matters	Low 0%	—	5	—
Tailwind Financial Planning LLC	Very High 80%	4	5	$790K
TEP Financial Solutions LLC	Low 0%	—	5	$100K
Thistle Wealth Management, LLC	Low 0%	—	5	$1.9M
AdvisorPlanner, LLC	Low 0%	—	6	$670K
AURE Investments	Very High 100%	6	6	$170K
Bayview Financial Planning	High 33%	2	6	$530K
Cereli Inc.	Low 0%	—	6	$330K
ECT Advisory, LLC	Very High 100%	6	6	$1.3M
FIA Services, Inc.	High 33%	2	6	$210K
Financial Planning by Design	Low 0%	—	6	$87K
Fleschner Investments	Low 0%	—	6	$820K
Fresh Lake Wealth Management LLC	Low 0%	—	6	$140K
Houndstooth Investment Management	Low 0%	—	6	$48K
Oberdorfer Financial	Typical 17%	1	6	$790K
Ossia IM	Very High 100%	6	6	$16M
Relentless Returns	Low 0%	—	6	$3.3K
Waldo Investment Advisors, LLC	Very High 100%	6	6	$2.8M
Zeniki Wealth	High 50%	3	6	$3.5M
Zenith Wealth Management	Low 0%	—	6	$58K
Zonka & Associates, Inc.	Very High 100%	6	6	$4.3M
Advanced Math Investing Inc	Low 0%	—	7	$82K
ALES29 Advisors, Inc	Very High 86%	6	7	$5.7M
Alitus Financial Services	Typical 14%	1	7	$690K
AP Financial Contingency Group Inc	Very High 71%	5	7	$390K
Azure Financial Advisors LLC	Very High 100%	7	7	$2.7M
Cadalyst, LLC	Low 0%	—	7	$390K
Certified Planning Services, LLC	Very High 100%	7	7	$2.3M
Conservation Capital, LLC	Typical 29%	2	7	$1.2M
Crocker Capital, LLC	Low 0%	—	7	$310K
GWBLAKE & Company	Low 0%	—	7	$220K
Modified Investments	Very High 86%	6	7	$1.4M
Reif Portfolio Management	Typical 29%	2	7	$1.8M
Seven Pines Capital, LLC	Low 0%	—	7	$210K
Thureos Asset Management LLC	Very High 71%	5	7	$1.3M
Varney Wealth Management	Low 0%	—	7	$0
W. V. Legg Financial Management LLC	Very High 86%	6	7	$1.3M
Zou Capital Management LLC	Low 0%	—	7	$47K
Benson Avenue Capital, LLC	Very High 63%	5	8	$4.7M
Client First Financial Advisors, LLC	Low 0%	—	8	$790K
Epic Investment Management	Very High 100%	8	8	$5.5M
Financial Journey LLC	Low 0%	—	8	$560K
Financial Wellness Solutions, LLC	Low 0%	—	8	$360K
Florida Financial Planning LLC	Low 0%	—	8	—
Gemstone Wealth Management	Very High 100%	8	8	$1.4M
Gillespie Wealth Management Inc	Very High 100%	8	8	$5.6M
Hivest Financial LLC	High 38%	3	8	$950K
Kapok Capital LLC	Very High 75%	6	8	$3.8M
Kasmat Risk Management, LLC.	Low 0%	—	8	$320K
N.A. Silva & Company, Inc.	High 38%	3	8	$240K
Quality Financial Planning LLC	Low 0%	—	8	$190K
Reserve Fund Advisers	Low 0%	—	8	$130K
Savvy Wealth Management LLC	Very High 100%	8	8	$0
Strategic Probability Partners, LLC	Very High 75%	6	8	$17M
Valoria Wealth Management LLC	Typical 25%	2	8	$600K
VL Capital Management LLC	Very High 63%	5	8	$1.3M
Aber Investments	Very High 100%	9	9	$3.5M
Alpha Prime Capital, LLC	Very High 100%	9	9	$580K
Baffin Advisors LLC	Very High 100%	9	9	$12M
Carter Ridge Strategic Advisors	Typical 22%	2	9	$610K
Eppes Wealth Management	Low 0%	—	9	$190K
Freedom Capital Management	Very High 89%	8	9	$1.5M
Future Path Financial Planning	Low 0%	—	9	$220K
International Investments & Consulting LLC	Low 0%	—	9	$310K
LK Financial Planning LLC	Very High 100%	9	9	$9.7M
Made Financial Design	High 44%	4	9	$350K
Murray Ruffell	Low 0%	—	9	$1.6M
Nested Financial & Tax Planning	High 33%	3	9	$490K
Parker Financial Planning, LLC.	Low 0%	—	9	$1.3M
Pinder Financial, LLC	Typical 11%	1	9	$78K
Russell Advisory Group, Inc	Low 0%	—	9	$230K
Shidoosh Wealth Management LLC	Typical 22%	2	9	$1.4M
Silver King Asset Management, LLC	High 56%	5	9	$1M
Silver Thread Investments	Low 0%	—	9	$290K
Stephen R Williams Investment Advisor LLC	Low 0%	—	9	$1M
Sunshine Kapital	High 44%	4	9	$240K
Total Financial Planning, LLC	Low 0%	—	9	$280K
Trammell Wealth	Low 0%	—	9	$53K
Amplify My Wealth	Low 0%	—	10	—
Arkhe Wealth Management	Low 0%	—	10	$41K
Blue Infinitas Capital, LLC	Very High 60%	6	10	$1.6M
Capital Management Investor Services, Inc.	Very High 70%	7	10	$890K
Gulfcrest Capital	Very High 100%	10	10	$220K
House Capital Advisors, LLC	Low 0%	—	10	$1.5M
IQ Retirement Portfolios LLC	Low 0%	—	10	$580K
Kaul Financial Solutions	Low 0%	—	10	$0
Kehoe Investment Services, Inc	Very High 70%	7	10	$970K
Melchior Investments LLC	Very High 100%	10	10	$1.4M
NONE	Low 0%	—	10	$390K
Paradox Financial LLC	Low 0%	—	10	—
Pashman Financial LLC	Low 0%	—	10	$70K
Polymath Financial, LLC	Low 0%	—	10	$310K
Portfoliolab	Low 0%	—	10	$0
Reef Advisors LLC	Very High 100%	10	10	$3.7M
S12 Group LLC	Very High 100%	10	10	$320K
TCP Investments LLC	Low 0%	—	10	$180K
The Financial Preserve at Lonier Financial Advisory LLC	Very High 100%	10	10	$3.3M
Advanced Financial Analysis, LLC	Low 0%	—	11	$480K
Belvedere Wealth Advisors LLC	Low 0%	—	11	$410K
Bishop Capital Advisors LLC	Very High 100%	11	11	$3M
Capital Management Group	Very High 100%	11	11	$180K
Capital Wise Advisory	Low 9%	1	11	$360K
Cumulare Asset Management, LLC	Very High 73%	8	11	$660K
Dias Wealth, LLC	High 45%	5	11	$760K
Edward R.. Wildman, CPA, LLC	Very High 64%	7	11	$2.3M
FamilyRoot Wealth Advisors, LLC	High 36%	4	11	$470K
Greenfield Financial Services, LLC	Typical 18%	2	11	$230K
Independent Wealth, LLC	Low 0%	—	11	—
Insight Family Financial	Low 0%	—	11	$100K
Investably LLC	Low 0%	—	11	$230K
Krishna Portfolio Management	Low 0%	—	11	$180K
My Investment Path	Typical 18%	2	11	$230K
Namm Financial LLC	Low 0%	—	11	$220K
Noble Financial Advisors LLC	Low 0%	—	11	$360K
Roschman Capital Advisors, LLC	Very High 100%	11	11	$9.6K
Transparenza Advisors LLC	Very High 64%	7	11	$2.1M
Wealth Management Services Inc.	Low 9%	1	11	$390K
Wintrice Money Advisors, LLC	Low 9%	1	11	$240K
Aurelia Capital Advisors, Inc.	Low 0%	—	12	$120K
Broadreach Capital, LLC	Typical 25%	3	12	$420K
Dougherty Financial Planning, LLC	Low 0%	—	12	$200K
Fallenbaum CPA & Advisors, LLC	Low 8%	1	12	$630K
Harbor Wealth Management	Typical 17%	2	12	$350K
Hayden Lipp Registered Investment Advisor	Low 0%	—	12	$1.3M
Kalorama Wealth Strategies, LLC	Very High 100%	12	12	$2.5M
Kuyrkendall Capital	Typical 17%	2	12	$380K
Lyons Den Capital	Typical 17%	2	12	$350K
MRB Capital	Low 0%	—	12	$250K
Prescott, Adams and Group Inc.	Low 0%	—	12	—
Preservation Financial Management	Very High 100%	12	12	$2.4M
Sunrise Wealth Management, LLC	Very High 67%	8	12	$800K
Thomas R. Noonan, Inc.	Very High 100%	12	12	$1.8M
Timothy C. Minneci	Very High 100%	12	12	$0
Tip Top Financial Advisors	Low 0%	—	12	$44K
TSL Investment Management, LLC	High 50%	6	12	$860K
William D Hughes	Low 0%	—	12	$350K
Beckham Financial, LLC	Low 0%	—	13	$530K
Daceyholden Management, LLC	Typical 15%	2	13	$320K
David Lurch LLC	Very High 100%	13	13	$1.3M
Digiovanni Financial Group, LLC	Low 8%	1	13	$950K
Dorgeolis Capital LLC	Very High 100%	13	13	$190K
Futura Asset Advisors LLC	Very High 85%	11	13	$5.1M
GGCFO Advisors	Low 0%	—	13	$7.7M
MTH Trading & Capital Management, LLC	Very High 100%	13	13	$720K
Sealex Advisory, LLC	Low 0%	—	13	$450K
Steve Bass & Associates, Inc.	Low 0%	—	13	$420K
Stonehaven Private Wealth Management LLC	High 54%	7	13	$1M
The Tiny House Adviser	Low 8%	1	13	$560K
Waterside Investment Advisers LLC	Low 0%	—	13	$290K
Wheeler & Mote, LLC	Low 0%	—	13	$53K
710 Consulting Group, LLC	High 36%	5	14	$580K
Brickell Investments, LLC	Very High 64%	9	14	$360K
B.Side Investments LLC	Very High 100%	14	14	$520K
Elevation Haven Financial	High 50%	7	14	$1.1M
Greyfield Capital Management LLC	High 36%	5	14	$1.6M
Kailix Advisors LLC	Very High 100%	14	14	$8.5M
Northstar Strategic Investments Inc	Typical 14%	2	14	$140K
Obsidian Wisdom	Low 0%	—	14	$11K
Orr Financial, LLC	Low 0%	—	14	$370K
RMP Financial, Inc.	High 50%	7	14	$1.7M
SD Perron & Co. Investment Services	Low 0%	—	14	$130K
Section Integrity Wealth Management	Low 0%	—	14	$300K
The Money Guys	High 50%	7	14	$1.2M
Anchor Financial Services, CPA, PA	High 33%	5	15	$860K
Defender Asset Management LLC	Typical 27%	4	15	$2.4M
Family and Money Matters	High 40%	6	15	$1.4M
Felsing Financial	Typical 20%	3	15	$0
Financial Planning Office of Stephen Overstreet, P.A.	Low 0%	—	15	$2.6M
Financial Prescriptions, LLC	High 47%	7	15	$850K
Hammer And Company LLC	Very High 80%	12	15	$5.2M
Ideas in Finance	Very High 100%	15	15	$730K
Integra Private Wealth Management, LLC	Very High 100%	15	15	$4.4M
Jeffrey R.. Jacobs, CPA	Low 0%	—	15	$140K
Keener Investments	Very High 80%	12	15	$4.9M
Lipton Capital Management	Low 0%	—	15	$470K
WealthEra Financial Planning	Typical 13%	2	15	$450K
Aspen Wealth Management, LLC	High 56%	9	16	$2M
Cypress Stone Capital LLC	High 38%	6	16	$550K
EIN SOF Advisors, LLC	High 44%	7	16	$1.6M
Emerson Partners	Very High 63%	10	16	$3.8M
Financial Analytics, LLC	Low 0%	—	16	$480K
Gen2 Advisors, LLC	Very High 100%	16	16	$3.2M
Healthy Wealth	High 50%	8	16	$520K
Integra Wealth	Very High 63%	10	16	$1.5M
Patuxent Financial Planning, LLC	Very High 88%	14	16	$2.2M
Prosperity Path Advisers, LLC	High 50%	8	16	$350K
Sancus Wealth Management LLC	Typical 25%	4	16	$180K
Stein Financial LLC	Very High 63%	10	16	$1.1M
Wealth Planning Advisors LLC	Low 0%	—	16	$260K
Wolfson Private Wealth, LLC	Typical 13%	2	16	$170K
38x Holdings Inc	Very High 100%	17	17	$190K
Dumont Wealth	High 41%	7	17	$760K
Fee-Only Financial Advisors, LLC	High 53%	9	17	$1M
Frank Capital Partners LLC	Very High 82%	14	17	$520K
Great Ocean Road Financial	Low 0%	—	17	$400K
KARP & ASSOCIATES	Low 0%	—	17	$420K
Life After Grief Financial Planning	Very High 88%	15	17	$2.5M
SAB Group Financial, P.A.	Low 0%	—	17	$130K
Shareks Stock Portfolios	Low 0%	—	17	$790K
1st Financial LLC	Low 0%	—	18	$280K
Be More Advisors, LLC	Very High 100%	18	18	$0
Carriage House Planning LLC	Low 0%	—	18	$1.2M
Clearwater Capital Management	Very High 100%	18	18	$7.7M
Davenport PBH LLC	Very High 83%	15	18	$500K
DLC Wealth Management	Low 0%	—	18	$150K
Eightone Capital LLC	Low 0%	—	18	$180K
Griffis Asset Management Company, LLC	Low 0%	—	18	$91K
Grow Planning, LLC	Low 0%	—	18	$92K
Icebridge Financial Group	Very High 100%	18	18	$3.9M
Larry Allan Financial Planning Services LLC	Low 0%	—	18	$1.2M

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