HNW client percentage for Independent firms serving clients in Massachusetts

Independent firms active in Massachusetts 456 firms

Very Low 0%-0%

Low 0%-19%

Typical 19%-43%

High 43%-74%

Very High 74%-100%

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

Median: 30%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
LendingRobot	Low 0%	—	609	$18K
Applied Capital Management, LLC	Low 0%	—	500	—
Clarity Retirement & Wealth, LLC	Typical 30%	98	329	$420K
Gassman Financial LLC	Low 12%	37	307	$370K
East Guilford Financial Services LLC	Low 18%	53	301	$640K
The Capital Group	Low 2%	6	282	$200K
SweetMoney	Typical 20%	50	250	—
Atlantic Coast Financial	Low 13%	31	248	$240K
Constant Guidance Financial, LLC	Typical 31%	75	239	$810K
D & P Investment Advisors, Ltd.	Typical 25%	58	228	$830K
Real World Financial Planning, LLC	Very High 77%	172	223	—
Verducci Asset Management, Inc.	Low 0%	—	209	$110K
Creative Funding Corporation	Low 3%	7	203	$160K
Perpetual Financial	Low 0%	—	201	—
Bonacorsi Wealth Management	Low 8%	15	199	$370K
Main Effort Financial, Inc.	Low 11%	20	189	$460K
MacDonald Wealth Management, LLC	Low 6%	11	187	$210K
Kondracki Advisory, LLC	High 50%	93	186	$380K
Fabco Investment Advisors, LLC	Typical 19%	35	184	$590K
Proficient Wealth Counselors, LLC	Typical 32%	59	182	$750K
Timothy Charles Financial, LLC	Low 10%	17	177	$560K
Financial Answers, LLC	Typical 27%	48	176	$0
Financial Solutions Associates	Typical 37%	65	174	$880K
Liriano Wealth Advisory Group, LLC	Low 0%	—	167	$310K
Millenium Financial Services	Low 0%	—	163	$93K
McGuigan Financial, LLC	Typical 36%	58	162	$480K
Family Partners Capital, LLC	Very High 100%	160	160	$560K
Orbis Wealth Management	Low 12%	19	156	$440K
Brownstone Financial Group LLC	Low 0%	—	153	$110K
Lyon Financial Planning, LLC	High 67%	100	150	$0
KBR Retirement & Investment Solutions	Low 0%	—	148	$360K
Investment Management Trust, LLC	Typical 29%	42	147	$840K
Standard Planning Company	Low 8%	12	147	$590K
On Track Financial LLC	Low 0%	—	145	$540K
FMA Wealth Management, LLC	Typical 36%	52	144	$1.2M
A J Feldman Financial, LLC	Typical 22%	31	140	$970K
Butterworth Financial LLC	Typical 28%	39	138	$710K
Rocky Hill Advisors Inc.	Typical 20%	27	135	$740K
Bentley Wealth Management, LLC	Low 8%	11	132	$290K
Larson Financial Planning Inc.	High 60%	78	131	$1.4M
Andover Advisory Group	Typical 27%	35	130	$0
WPG Advisory Group, LLC	Low 0%	—	128	—
Elevation Financial LLC	Low 0%	—	125	$240K
Lechner Associates	Low 0%	—	125	$730K
Cambridge Cape Cod Advisors, LLC	High 55%	68	123	$1.6M
1650 Wealth Management, LLC	Typical 30%	37	122	$920K
CSLA Financial Inc	Low 0%	—	122	$62K
Mile High Investments, LLC	Typical 36%	43	121	$840K
Betro Mileszko & Company	Typical 39%	45	115	$1.2M
F.F. Advisors, LLC	High 57%	65	115	$850K
Gold Canyon Financial Planning	Low 0%	—	115	$370K
Pashadre Capital Management, Inc.	Low 16%	18	114	$730K
Tapparo Capital Management	Typical 28%	32	113	$820K
Dodge Wealth Management	Typical 32%	34	107	$830K
Brava Financial	Low 0%	—	104	—
Charles River Wealth Management, LLC	High 50%	51	103	$1.1M
Client Priority Financial Advisors LLC	Very High 86%	89	103	$0
F3 Capital	Low 0%	—	103	$350K
Nichols Investment Advisory Services	Low 0%	—	100	$290K
Northeast Equity Research Inc.	Low 0%	—	100	$140K
Najarian Financial LLC	Low 10%	10	99	$410K
Financial Focus Asset Management, Inc.	Low 0%	—	97	$180K
Commonwealth Guardians	Low 0%	—	96	$150K
Robert A. Zock & Co., Inc.	Very High 90%	86	96	$1.5M
Intelligent Investing	Typical 31%	29	95	$1.2M
Atlas Peak Advisors, Inc.	Typical 22%	21	94	$920K
Pioneer Financial, Inc.	Low 0%	—	93	$81K
Modern Financial Wellness	Low 7%	6	92	$360K
MS Financial Services, LLC	Low 17%	15	90	$500K
Komich Capital Advisors	Low 11%	10	88	$250K
McVittie Financial Advisors	Very High 90%	79	88	—
New England Financial Group	Low 4%	3	85	$910K
Northeast Capital Management, Inc.	High 48%	40	84	$1.2M
Tanin, Tunc	Low 0%	—	83	$190K
Vincent Wealth Advisors LLC	Typical 42%	35	83	$1.8M
MOK Financial Planning & Tax, Inc.	Typical 40%	33	82	$660K
Reconstructing Wealth	Low 7%	6	81	$290K
Hoffman, Alan N. Investment Management	High 56%	45	80	$2.3M
Middle Street Capital, LLC	High 52%	41	79	$1.7M
Sage Wealth Advisors LLC	Typical 19%	15	79	$620K
White Pine Investments	Low 5%	4	79	$300K
Wolfstich Capital, LLC	High 70%	55	79	$2M
Income Associates	Low 0%	—	77	$120K
Cascade Wealth Management Solutions Inc.	Low 0%	—	76	$220K
Sagamore Wealth Management, LLC	Low 0%	—	75	$310K
Panos Financial Partners, LLC	Low 0%	—	71	$590K
South Coast Planning & Wealth Management	Low 16%	11	70	$500K
Ridley Cove Financial Advisors LLC	Low 7%	5	69	$600K
Wickford Wealth Management, LLC	High 43%	30	69	$1M
NAV Wealth Management LLC	Low 3%	2	68	$340K
ATI Wealth Partners, LLC	Typical 22%	15	67	$440K
Yellow Dog Financial, Inc.	High 69%	46	67	$380K
COMPASS Wealth Management, LLC	High 59%	39	66	$1.5M
James Horton, LLC	Low 0%	—	66	$690K
KJ Capital Management LLC	High 68%	45	66	$1.6M
MacNeil Capital Management	Typical 39%	26	66	$730K
Red Clover Wealth Management, LLC	Typical 38%	25	65	$460K
Seaport Financial Planning, LLC	High 69%	45	65	$850K
Willow Planning Group, LLC	Low 0%	—	65	—
Belmont Financial, LLC	Typical 34%	22	64	$1.4M
TaiBay Wealth Management LLC	High 56%	36	64	$890K
Beantown Financial Advisors LLC	High 68%	43	63	$2.5M
Robert William Shoemaker,Iii	Typical 33%	21	63	$990K
Silver Anchor Financial, LLC	Typical 22%	14	63	$400K
Breakwater Financial, LLC	High 63%	39	62	$2.1M
Kearney-Burch Financial Services, Inc.	Typical 27%	17	62	$980K
Lakeside Financial Planning, LLC	Typical 29%	18	62	$1M
CB Capital LLC	High 70%	43	61	$2M
Atlantic Retirement & Wealth Advisors LLC	Typical 32%	19	60	$750K
Hartman, Jeremy	Low 0%	—	60	$26K
Seidman Investment Portfolios	Typical 40%	24	60	$1M
CIO Wealth Management, Inc.	High 61%	36	59	$1.1M
Helm Financial Planning LLC	High 56%	33	59	$1.5M
Street Smart Financial, LLC	Very High 100%	59	59	$980K
Capable Wealth, LLC	Low 14%	8	57	$370K
Peterkin Financial, LLC	Low 0%	—	57	$430K
Bon Investments, LLC	High 55%	31	56	$1.3M
Montanari Financial Advisors Inc.	Low 0%	—	56	$630K
Wilson Capital, LLC	Typical 29%	16	56	$660K
BCF Law Group, LLC	Typical 29%	16	55	$820K
Heritage House Asset Management	Very High 100%	55	55	$1.3M
Silk Investment Advisors	Typical 25%	14	55	$95K
Slate Peak Financial Services, LLC	High 65%	36	55	$430K
Long Game Financial, LLC	High 56%	30	54	$880K
Oxford Martin, LLC	Low 15%	8	54	$470K
Zen Wealth Advisors, LLC	High 52%	28	54	$490K
Coastal Financial Planning, Inc.	Low 0%	—	53	$700K
Cambridge Financial Services	Low 0%	—	52	$96K
Murray Financial Advisors LLC	Typical 40%	21	52	$1.3M
Fair Weather Strategies LLC	Typical 27%	14	51	$550K
Blacksmith Advisors LLC	Low 16%	8	50	$170K
Concord Atlantic, Inc.	Very High 80%	40	50	$2.9M
Essex Capital Management	Typical 34%	17	50	$930K
Fisher Financial Strategies	Very High 74%	37	50	$0
Main Street Financial Advisory LLC	Low 14%	7	50	$670K
NestEgg Financial	Low 0%	—	50	$160K
Parkmount Financial Partners LLC	Typical 30%	15	50	$810K
Sentinel Advisory Corp	Typical 30%	15	50	$1M
Williams Wealth Management	Low 0%	—	50	$520K
Holder & Company, Inc.	Low 12%	6	49	$720K
Wade Management LLC	Low 16%	8	49	$370K
Forever Financial Advisors, LLC	High 56%	27	48	$1.5M
Titanium Advisors, LLC	Very High 83%	40	48	$3.5M
Allegiance Financial Services, Inc.	Typical 28%	13	47	$1M
Brae Head, Inc.	High 47%	22	47	$1.8M
Foundations Financial Planning, LLC	Very High 74%	35	47	—
Quabbin Advisors	Very High 77%	36	47	$2.3M
Tomasetti Investment Group, LLC	High 55%	26	47	$1.3M
Ebersole Financial LLC	High 70%	32	46	$1.7M
Leverage Financial Advisory	Low 11%	5	46	$380K
Lodestar Wealth, LLC	Typical 24%	11	46	$270K
Sullivan Retirement Resources, LLC	Low 13%	6	46	$370K
Chilmark Wealth Management LLC	Low 13%	6	45	$2M
Clear View Wealth Advisors, LLC	Low 4%	2	45	$530K
Dollar & Sense	Low 0%	—	45	$0
Dover Investment Advisory Corporation	High 67%	30	45	$3M
Snowcap Financial	Low 0%	—	45	$240K
Infinity Financial Strategies, LLC	Typical 34%	15	44	$830K
Mission Park Capital, LLC	Low 14%	6	44	$190K
Andersonlane	Typical 37%	16	43	$1.2M
Fourth Quarter Retirement Strategies, LLC	Low 0%	—	42	—
James D. Maxon Financial Advisors, LLC	Low 0%	—	42	$360K
Tilton Asset Management	Very High 100%	42	42	$2.2M
TLP Financial Services, Inc.	Typical 29%	12	42	$890K
Woodland Investment Consulting LLC	Very High 100%	42	42	$520K
Wood River Consulting	Low 0%	—	42	$140K
Arlington Investment Advisors	Low 0%	—	41	$590K
Clarity Wealth Management LLC	Low 2%	1	41	$190K
Northmont Wealth Management LLC	Typical 29%	12	41	$560K
SW Private Wealth, LLC	Typical 34%	14	41	$980K
CAPE ANN FINANCIAL	High 63%	25	40	$460K
Hawk Capital Management LLC	Typical 40%	16	40	$530K
Houbben Planning Associates Inc.	Typical 25%	10	40	$0
Jadim Wealth Management, LLC	Typical 28%	11	40	$640K
Pier 42 Advisors	Typical 35%	14	40	$730K
SHARON LUND, FINANCIAL PLANNING, Inc.	Very High 75%	30	40	$0
Clearview Financial Strategies LLC	Typical 38%	15	39	$330K
MJM Investment Advisors, Inc.	Low 0%	—	39	$910K
Starboard Wealth Management, LLC	Low 0%	—	39	$360K
Yankee Investor, LLC	Low 0%	—	39	$280K
Lally Wealth Management, LLC	Low 0%	—	38	—
Memento Financial Planning	Typical 32%	12	38	$940K
Pathways Financial Planning	Low 11%	4	38	$0
Strategic Planning Associates	Low 16%	6	38	$230K
BradyCo Financial	High 65%	24	37	$4.8M
Guide Wealth Management	High 43%	16	37	$1.1M
Heritage Financial Network, Inc.	Very High 81%	30	37	$2.3M
Honorable Financial Services, LLC	Low 3%	1	37	$340K
Mirica Wealth	Low 8%	3	37	$410K
Waypoint Financial Planning LLC	High 49%	18	37	$1.7M
Broadwater Capital Management LLC	High 50%	18	36	$3.9M
Loynd Capital Management	Low 0%	—	36	$670K
Neiman & Associates Financial Services, LLC	High 50%	18	36	$1M
Paragon Financial Advisors	Low 0%	—	36	$3.1M
Shimkus, Peter E	Very High 75%	27	36	$730K
T.H. Rapko & Company, LLC	High 44%	16	36	$940K
Vineyard Wealth Group, LLC	Typical 22%	8	36	$580K
CVW Financial, LLC	Low 9%	3	35	$260K
Doncaster Wealth LLC	High 54%	19	35	$310K
Spindletop Commonwealth Advisors LLC	High 63%	22	35	$860K
Stephen P Galib CRPC	Low 0%	—	35	$0
Encore Investment Advisors, LLC	High 68%	23	34	$1.2M
Pacesetter Planning LLC	Low 18%	6	34	$280K
Protegro, Inc.	Low 0%	—	34	$140K
Queenvest	Low 0%	—	34	$310K
Seed Wealth Management, Inc.	Very High 85%	29	34	$5.6M
Collaborative Financial Solutions LLC	Typical 30%	10	33	$420K
Long Point Wealth Management, LLC	Typical 42%	14	33	$1.2M
PlanDynamic, LLC	Very High 76%	25	33	$880K
Wenning Investments, LLC	Typical 24%	8	33	$1.2M
Cranston Capital Management, LLC	Typical 31%	10	32	$860K
Highwind Wealth Management	Typical 28%	9	32	$720K
Okemo Capital Management, LLC	Very High 91%	29	32	$3M
Strategic Financial Alliance, LLC	Low 0%	—	32	$1.2M
Tailwind Wealth Management, LLC	Typical 34%	11	32	$1.2M
Breakwater Asset Management, LLC	Typical 26%	8	31	$400K
Burr & Company, LLC	High 52%	16	31	$1.8M
Eddy Company, LLC	Low 16%	5	31	$340K
Geld Financial Advisors, Inc.	Very High 100%	31	31	—
Lowry Financial Services	Typical 32%	10	31	$820K
Pamet Advisors LLC	Typical 35%	11	31	$1.4M
Tiedemann & Associates Investment Advisors, Inc.	High 58%	18	31	$1.7M
Cascade Wealth LLC	High 50%	15	30	$1M
DSW Investment, LLC	Very High 100%	30	30	$2.8M
Evergreen Wealth Management	Very High 97%	29	30	$1.9M
Just Wealth LLC	Typical 23%	7	30	$800K
KATAPULT Financial Planning LLC	High 47%	14	30	$1.7M
New Century Investment Management, L.L.C.	Low 0%	—	30	—
Beta Management Consulting	Low 0%	—	29	$1M
BFA Wealth Management	Low 14%	4	29	$510K
Carey S. Roebuck Financial Services, LLC	Very High 86%	25	29	$180K
Douglas A. McClennen IA	High 45%	13	29	$2.7M
Curious Crow Financial Planning	Low 0%	—	28	—
Full Life Financial Planning	Typical 29%	8	28	$800K
Goal Wealth Advisory Group, LLC	High 61%	17	28	$500K
Lattanzi Financial Services LLC	Low 18%	5	28	$300K
Spillane Financial Planning, Inc.	Very High 75%	21	28	$1.3M
Waterstone Advisors LLC	Typical 39%	11	28	$420K
Brio Financial Planning	High 59%	16	27	$1.6M
Fichter & Co. Investors	Low 0%	—	27	$120K
Harbor Point Capital Management, LLC	High 70%	19	27	$580K
Lennox Financial	Typical 22%	6	27	$690K
L.F. Howard Associates Inc	Very High 85%	23	27	$3.5M
Pennyfarthing Investment Management, L.L.C.	High 70%	19	27	$1.1M
Potomac Investment Company	High 67%	18	27	$2.6M
Holistic View Financial, LLC	High 62%	16	26	$1.3M
Momentum Investment Management, LLC	Typical 19%	5	26	$170K
Rising Tides Financial, LLC	High 58%	15	26	$2.2M
Still River Financial Planning	Typical 19%	5	26	$120K
The Oakes Financial Group	Low 0%	—	26	$470K
Aragorn Ltd.	Low 0%	—	25	$660K
Brave Boat Capital Advisors	Very High 80%	20	25	$1.9M
Curtin Financial Management, Inc.	Very High 80%	20	25	$3M
Demers Financial Planning	Typical 40%	10	25	$1M
Fvs Financial	Low 0%	—	25	$440K
LDL Capital Management, LLC	Very High 100%	25	25	$1.8M
Manent Capital	Low 16%	4	25	$3.3M
RMW Wealth Management, LLC	Low 0%	—	25	$330K
Boca Retirement Strategies Inc.	Low 0%	—	24	$120K
KSQ Financial Services LLC	Low 8%	2	24	$590K
Odinic Advisors LLC	Low 0%	—	24	$160K
Goodman Asset Management, Inc.	Typical 35%	8	23	$1.5M
Integrity Advisors LLC	Low 4%	1	23	$340K
LMC Investments, Inc.	Typical 22%	5	23	$520K
Onboard Financial Management, LLC	Low 0%	—	23	$210K
Silver Maple Financial, LLC	Typical 22%	5	23	$840K
Blue River South, LLC	Very High 95%	21	22	$3.4M
Boston Investment Trust Management, Inc.	Low 0%	—	22	$210K
Guinea Value Investments	Very High 91%	20	22	$840K
Hark Financial Planning	Typical 36%	8	22	$1.2M
Laurence Financial Planning LLC	High 73%	16	22	$3.2M
Spotlight Investment LLC	Low 0%	—	22	$320K
Andante Financial	Low 0%	—	21	$750K
Ascend Financial	Typical 33%	7	21	$150K
Carlson Planning Company	Low 10%	2	21	$540K
Chasan Capital Management	High 62%	13	21	$530K
Fee-Only Financial Planning	High 48%	10	21	$3M
Financial Advisory Services	Low 0%	—	21	$0
Harvard Square Financial Planning	Low 0%	—	21	$0
Larchmont Wealth Advisors	Low 0%	—	21	$210K
Meridian Financial Advisory LLC	Low 0%	—	21	$490K
Morton Financial Advice LLC	Very High 76%	16	21	$1M
Olson Economics, LLC	Typical 29%	6	21	$1.2M
Portfolios Boston	Typical 38%	8	21	$970K
Value Financial Services Corp.	Low 0%	—	21	$440K
Zen Financial Planning, LLC	Low 10%	2	21	$620K
Aspire Financial Advisors, Inc.	Low 0%	—	20	$250K
Aztec Capital LLC	Low 0%	—	20	$120K
Buff Capital Management, LLC	Very High 100%	20	20	$2.5M
Capital Wealth Management	Low 10%	2	20	$600K
Freya Financial Services	Low 0%	—	20	$1.3M
Investor Resources Inc	Low 0%	—	20	$920K
Reverie Wealth	Low 0%	—	20	$0
Stonestreet Financial, Inc.	Low 0%	—	20	$40K
Sunflower Financial Planning, LLC	High 50%	10	20	$470K
Zarathustra Wealth Management	Low 0%	—	20	$150K
Abraham, Robert Ralph Jr.	High 63%	12	19	$390K
AM Wealth Solutions, LLC	Very High 100%	19	19	$580K
Fourthpoint Advisors	Very High 95%	18	19	$3M
Hennessy Financial Services	Typical 26%	5	19	$770K
Hoyt Wealth Management	High 68%	13	19	$2M
Kcm	Very High 74%	14	19	$1.6M
Knightsbridge Advisors, Inc.	High 58%	11	19	$4.7M
Meenes Wealth Partners	Very High 79%	15	19	$2.7M
Nathanael R. Brayton, CFA	High 68%	13	19	$5.1M
Stardust Wealth Strategies	Very High 79%	15	19	$1.2M
Washington Peak Investment Advisors LLC	Very High 100%	19	19	$1.1M
White Pine Advisory LLC	Low 0%	—	19	$310K
BroadWealth LLC	High 56%	10	18	$6.2M
C.J. Gilbert Financial LLC	High 50%	9	18	$1.5M
DLC Wealth Management	Low 0%	—	18	$150K
KJH Financial Services	Low 0%	—	18	—
Snug Harbor Capital Management, LLC	Very High 83%	15	18	$1.7M
ST GOLIA Planning, LLC	Very High 100%	18	18	$0
Account Management, LLC	Very High 100%	17	17	$4.7M
Engels Investment Advisors, LLC	Very High 100%	17	17	$1.8M
Kochevar Financial Planning, LLC	Very High 82%	14	17	—
L M Franks Capital	High 59%	10	17	$2M
Northquant Capital Management, LLC	Low 0%	—	17	$470K
Plan For It Financial, LLC	Low 0%	—	17	—
Wesh Financial	Low 0%	—	17	$150K
BDKMarketGroup Investment Management LLC	Very High 100%	16	16	$1.1M
Hacket Asset Management, Inc.	Very High 88%	14	16	$710K
Harry S. Bower, LLC	High 44%	7	16	$0
J. Williams Wealth Management, LLC	Typical 31%	5	16	$1.9M
Neumeier Capital Management, Inc	High 56%	9	16	$420K
Power Plans	High 63%	10	16	$330K
Spencer Brook Asset Management, LLC	Very High 100%	16	16	$3.8M
Strategic Investment Solutions, LLC	Low 0%	—	16	$300K
D. Moss Wealth Management	High 60%	9	15	$1.7M
Harvest Capital Management, LLC	High 53%	8	15	$1.4M
Paceline Wealth Management, LLC	Typical 33%	5	15	$1.3M
Prudent Growth Investments LLC	High 60%	9	15	$530K
Sentry Financial Planning, LLC	Very High 80%	12	15	$3.3M
Shannon Investment Management	High 73%	11	15	$960K
Solari Financial Planning, LLC	Low 0%	—	15	$1.4M
Toole Financial	Low 0%	—	15	—
Venture Partners Wealth Management, LLC	Low 0%	—	15	$1.2M
Brickell Investments, LLC	High 64%	9	14	$360K
Cedar Rock Investment Advisors	Low 0%	—	14	$1.1M
GoalFocus Financial, LLC	High 64%	9	14	$660K
GrowthFocus Wealth Management LLC	High 43%	6	14	$1.1M
JKG Capital LLC	Very High 86%	12	14	$750K
Shoreline Capital Corporation	Very High 100%	14	14	$5.4M
Kirkwood Private, LLC	Very High 100%	13	13	$4.1M
New Shore Financial LLC	Typical 38%	5	13	$1.1M
P2, LLC	Very High 100%	13	13	$350K
Stonehaven Private Wealth Management LLC	High 54%	7	13	$1M
Wealth in Yourself LLC	Low 8%	1	13	$270K
Boselah Investments	High 58%	7	12	$1.4M
Bulldog Financial Planning LLC	Very High 100%	12	12	$180K
Dreamfield Planning Group, LLC	Very High 75%	9	12	$810K
Fair Haven Capital LLC	Very High 83%	10	12	$5.1M
JSK Capital Advisors, LLC	Low 8%	1	12	$880K
Marvin Capital	High 58%	7	12	$220K
Meeting House Capital, LLC	High 50%	6	12	$2.5M
MFT Wealth Management	Very High 100%	12	12	$11M
Placera Capital Management LLC	Low 17%	2	12	$2.9M
The Financial Grove LLC	Low 0%	—	12	$55K
Truenorth Financial Planning	Very High 100%	12	12	$750K
USA 401K	Low 0%	—	12	$680
Wellfin360	Typical 25%	3	12	$130K
Advisory Financial Services LLC	Low 0%	—	11	$45K
Clearvue Advisors LLC	High 45%	5	11	$4.3M
Convergent Capital Partners, LLC	Very High 91%	10	11	$1.6M
CPAsset Management, Inc.	Very High 100%	11	11	$2.7M
Ellisville Harbour Partners	Very High 100%	11	11	$2.3M
Financial Well-Being Advisors LLC	Low 0%	—	11	—
Laguna Investment Services	Low 0%	—	11	$220K
Morrill Financial Services	Low 0%	—	11	$510K
SmartStreet Investments	High 45%	5	11	$710K
Walk You To Wealth	Low 0%	—	11	$790K
Weiss Financial Advisors, LLC	High 45%	5	11	$1.1M
Adaptive Financial Solutions Inc	Very High 100%	10	10	$970K
AVK Partners	High 70%	7	10	$1.1M
Dhyan Capital Management	High 50%	5	10	$3.5M
Legacy Investment Advisors Inc.	High 70%	7	10	$580K
Levin Financial Planning	Very High 80%	8	10	$0
M Street Capital, LLC	Very High 100%	10	10	$900K
Nobscot Investment Management LLC	Very High 100%	10	10	$16M
Parkstone Investments, LLC	Very High 100%	10	10	$2.4M
Simansky Investments, LLC	Low 0%	—	10	$710K
Stephen H. Peck Employee Benefits Solutions	Low 0%	—	10	—
Stillwater Investments	Low 0%	—	10	$260K
The Financial Network Group	Low 0%	—	10	$550K
Balanstone, LLC	High 67%	6	9	$1.2M
Boylston Capital Management	Low 0%	—	9	$480K
Harder Management Company, Inc.	Very High 100%	9	9	$4.5M
Lakeview Financial Planning	Typical 22%	2	9	$300K
L. B. Eddy	Low 0%	—	9	$1.7M
Pathways Financial Consulting LLC	Very High 100%	9	9	$1.4M
Peabody River Asset Management, LLC	Low 11%	1	9	$1.2M
Red Kennedy Financial	Low 0%	—	9	$3M
Stratton Lamb Advisors LLC	Very High 100%	9	9	$9.5M
Assist FP	Low 0%	—	8	$97K
Barth Capital LLC	Very High 100%	8	8	$450K
Black Diamond Financial Planning, LLC	Very High 100%	8	8	$3.8M
By The Square Investments	Low 0%	—	8	$210K
Carlisle Financial Group, LLC	Very High 100%	8	8	$1.5M
Crossroads Capital Management LLC	Very High 100%	8	8	$2.9M
Efficient Capital Strategies, LLC	High 50%	4	8	$1.5M
Gardiner Financial, Inc.	Typical 38%	3	8	$1.7M
Luma Financial	Typical 25%	2	8	$650K
Mendoza Wealth Management	Low 0%	—	8	$3.3M
Mill Street Research	Low 0%	—	8	—
Motta Wealth Management LLC	Low 0%	—	8	$50K
Stonehurst Capital Management, LLC	Very High 100%	8	8	$1.1M
Twin Lights Capital Management LLC	Very High 75%	6	8	$3.8M
Access Financial Planning, LLC	Very High 100%	7	7	$2.1M
Atwima Wealth Management LLC	Low 0%	—	7	$100K
Centre Street Cambridge Corporation	Low 0%	—	7	$1.3M
Family Investment Advisory, LLC	Low 0%	—	7	$260K
Frost Investment Partners, LLC	High 57%	4	7	$1.2M
Fuleihan, Camille, Farid	Very High 100%	7	7	$2.4M
Growth Vision Asset Management LLC	Very High 100%	7	7	$2.6M
Pierre & Company LLC	Low 14%	1	7	$1.9M
Powwow, LLC	High 43%	3	7	$860K
Able Financial Planning, Inc.	Low 0%	—	6	$50K
AsterBright Capital Management, LLC	High 67%	4	6	$1.1M
Bogle Wealth Management, LLC	Very High 100%	6	6	$3.4M
Course Pilot Financial LLC	Low 0%	—	6	$170K
Donal Fiduciaries	Low 0%	—	6	$500K
One Financial Design, LLC	Very High 100%	6	6	$640K
RCM Robinson Capital Management LLC	Very High 100%	6	6	$970K
Sail Loft Capital Management LLC	Very High 100%	6	6	$1.8M
Viraj Capital, LLC	Very High 100%	6	6	$140K
C. Michael Amin, LLC	Very High 100%	5	5	$180K
Financial Strategies, LLC	Low 0%	—	5	$2.8M
First Due Financial LLC	Very High 100%	5	5	$380K
Foresight Investing	Very High 100%	5	5	$980K
Garch Capital LLC	Very High 100%	5	5	$1.2M
Norton Financial Consultants	Low 0%	—	5	—
Rakatansky Financial LLC	Very High 100%	5	5	$1.8M
Clifton, Roger Lambert	Very High 100%	4	4	$3.8M
Colemma Asset Management LLC	Low 0%	—	4	$97K
Hawthorne Wellman Financial Planning, LLC	Low 0%	—	4	$19K
Norcross Capital Management LLC	High 50%	2	4	$76K
Philip J.. Sagan Financial Consulting, Inc.	Low 0%	—	4	—
Sousa Financial	High 50%	2	4	$1.1M
Thrive Investments, LLC	Very High 100%	4	4	$3.1M
Vesta Investment Advisors, LLC	Low 0%	—	4	$260K
Wealth Management Planning	Low 0%	—	4	$22K
Bowditch Advisory Services, LP	Very High 100%	3	3	$7.3M
Plain Talk Financial Planning, LLC	High 67%	2	3	$360K
East River Capital Management LLC	High 50%	1	2	$1.2M
ESS Capital Services	Very High 100%	2	2	$1.6M
Grail Capital LLC	Very High 100%	2	2	$1.5M
North Shore Wealth Management	Very High 100%	2	2	$930K
Phoenix Investment	Very High 100%	2	2	$11K
Broad Brook Financial	Low 0%	—	1	$0

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