HNW client percentage for Independent firms serving clients in New Jersey

Independent firms active in New Jersey 403 firms

Very Low 0%-0%

Low 0%-13%

Typical 13%-33%

High 33%-67%

Very High 67%-100%

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

Median: 25%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Acorn Asset Management LLC	—	—	—	—
Advice to Thrive	—	—	—	—
Amber Wealth Advisors, LLC	—	—	—	—
AMD Wealth Management LLC	—	—	—	—
Archstone Capital Advisors	—	—	—	—
Artistic Wealth	—	—	—	—
Barr CPA LLC	—	—	—	—
Belov Consulting LLC	—	—	—	—
Beneficial Investment Advisory	—	—	—	—
Bonfrisco Wealth Management LLC	—	—	—	—
Brinker Financial	—	—	—	—
Caldwell Fairfield Advisors	—	—	—	—
Caliber Investment Advisors, LLC	—	—	—	—
CMC Wealth LLC	—	—	—	—
CNIV Financial Planning LLC	—	—	—	—
CoAdjutant Financial Planning Services	—	—	—	—
Darby Investment Services LLC	—	—	—	—
Dellith Wealth Advisory	—	—	—	—
Diversified Strategies LLC	—	—	—	—
Dominion Wealth Advisors, LLC	—	—	—	—
Easytransfer Corporation	—	—	—	—
Feldman Financial Services, LLC	—	—	—	—
Five Point Investments	—	—	—	—
Fourth Wall Advisors LLC	—	—	—	—
Freedom Money Management LLC	—	—	—	—
Galstian, Shahe	—	—	—	—
GCVSVC1 LLC	—	—	—	—
Green Rock Advisors, LLC	—	—	—	—
Grosso Wealth Management LLC	—	—	—	—
Grundy Financial Advisory Services	—	—	—	—
Hearthstead Financial, LLC	—	—	—	—
Heroic Financial LLC	—	—	—	—
Hillgate Financial, LLC	—	—	—	—
Hofstetter, Cody L.	—	—	—	—
Horicon Wealth Management	—	—	—	—
iEngage Asset Management LLC	—	—	—	—
IHP Wealth Management	—	—	—	—
INM Advisors, LLC	—	—	—	—
Inner Circle Platinum Advisors LLC	—	—	—	—
Innovative Wealth Partners, LLC	—	—	—	—
Joshua Duvall Financial Planning & Accounting, LLC	—	—	—	—
Lasting Wealth Principles, LLC	—	—	—	—
Longshore Wealth Management LLC	—	—	—	—
Lumbridge Research	—	—	—	—
Luxe Capital Management Inc.	—	—	—	—
Main & Wall Capital Management, Corp	—	—	—	—
Mantrana Advisors	—	—	—	—
Mark J. Angelo Financial Services	—	—	—	—
McGovern Financial Advisors, LLC	—	—	—	—
Modoo Strategy LLC	—	—	—	—
Pine Valley Private Wealth	—	—	—	—
Randa Wealth Strategies	—	—	—	—
Sakthi Capital LLC	—	—	—	—
Savvy Asset Management LLC	—	—	—	—
Securus Wealth Management	—	—	—	—
Solid Street Capital Management	—	—	—	—
Stargazer Financial Planning	—	—	—	—
Supportive Financial, LLC	—	—	—	—
TCM Investment Management	—	—	—	—
TGF Assets	—	—	—	—
The Benchmark Group RIA Services, LLC	—	—	—	—
Time Investment Advisers	—	—	—	—
Tradealgo Wealth Management LLC dba Fincera	—	—	—	—
Transparent Wealth Solutions	—	—	—	—
TrueStar Financial Partners	—	—	—	—
VCM Wealth Advisors	—	—	—	—
Volpe Investments LLC	—	—	—	—
White Star Financial LLC	—	—	—	—
Whitetail Wealth Management	—	—	—	—
WRIGHT Investment Partners LLC	—	—	—	—
AJ Patti Advisors LLC	Low 0%	—	1	$0
Coroebus Wealth Management, LLC	Low 0%	—	1	—
Kind Capital Wealth LLC	Low 0%	—	1	$1.2M
Kingston Horizon Advisors LLC	Low 0%	—	1	$100K
Prima Innotech	Low 0%	—	1	$250K
Skyy Financial Group, LLC	Very High 100%	1	1	$110K
Alpha Inertia Capital	Very High 100%	2	2	$480K
BA Global Capital	Low 0%	—	2	$20K
Chambers Capital, LLC	Very High 100%	2	2	$2.1M
Corollary Capital LLC	Very High 100%	2	2	$180K
Fulcire Wealth Management, LLC	Very High 100%	2	2	$500K
Oceanus Capital Management	Very High 100%	2	2	$2.8M
Westpeak Financial	Low 0%	—	2	$170K
YIN Financial Planning	Low 0%	—	2	—
Financial Engineering LLC	Low 0%	—	3	$140K
Massey Financial	Low 0%	—	3	$1.3M
The Haggerty Investment Group, LLC	Very High 100%	3	3	$9.2M
Archedia Capital LLC	Typical 25%	1	4	$240K
ARPP	Very High 100%	4	4	$0
Curbstone Advisors LLC	Low 0%	—	4	$950K
Family Wealth Counselors, LLC.	Low 0%	—	4	—
Gaelin LLC	Very High 75%	3	4	$220K
NTB Advisory Services LLC	Low 0%	—	4	$0
Penta Capital Strategies LLC	Low 0%	—	4	$5.7K
65 and Sunny! Registered Investment Advisors, LLC	Low 0%	—	5	$400K
Ades Wealth Management Inc.	Very High 100%	5	5	$1.7M
Ansonia Capital Advisors LLC	Low 0%	—	5	$390K
Capuchin Capital	Very High 100%	5	5	$650K
Charter Advisory Group	Very High 100%	5	5	$5.1M
Edgewater Management Partners LLC	Very High 100%	5	5	$540K
Grand Life Financial LLC	Very High 100%	5	5	$1.7M
Lease Investment Advisors	Low 0%	—	5	—
Mark Vogel Wealth Management, LLC	Very High 80%	4	5	$10M
Newstead Capital Management	Very High 100%	5	5	$540K
Oceanus Research LLC	Very High 100%	5	5	$600K
Sigma Capital Management	High 40%	2	5	$310K
Clavis Capital Management, LLC	Very High 100%	6	6	$1.5M
Efficient Planning Solutions LLC	Low 0%	—	6	$180K
Fortune Financial	Low 0%	—	6	$140K
Golden Lake LLC	Very High 67%	4	6	$710K
Live Oak Financial Management	Low 0%	—	6	—
PLAN2PROSPER LLC	Very High 67%	4	6	$1.6M
Preakness Retirement Advisors, LLC	Very High 100%	6	6	$2.1M
RACK Consulting LLC	Typical 17%	1	6	$780K
Team Financial Planning	High 33%	2	6	$630K
Lincoln Asset Management	Very High 71%	5	7	$380K
Nisiotis, Michael	Low 0%	—	7	—
Sarkor Financial Advisors	Typical 14%	1	7	$180K
Sensus Investment Management	Low 0%	—	7	$9.4M
Westmore Asset Management	High 43%	3	7	$7.8M
Ascent Capital Management, Inc.	Very High 100%	8	8	$490K
Calrivan Wealth Management	High 50%	4	8	$490K
Conviction Wealth Management LLC	Typical 25%	2	8	$390K
CTM Financial, LLC	Typical 13%	1	8	$1.3M
Endowbridge Capital, LLC	Very High 100%	8	8	$270K
Guardian Solutions	Low 0%	—	8	$150K
LBK Financial LLC	High 63%	5	8	$1.8M
Neil E. Burns, LLC	Low 0%	—	8	$0
Roseheart Investment Advisors, LLC	Very High 75%	6	8	$3M
Apostolic Financial Advisors, LLC	Typical 22%	2	9	$640K
Fintech Wealth Management, LLC	Low 0%	—	9	$210K
Johnson Capital Global Advisory L.L.C.	Low 0%	—	9	$180K
Nisonoff & Quadrel Investment Management LLC	Low 0%	—	9	$63K
Parkview Capital Management	Low 0%	—	9	$84K
Quadram Capital LLC	Low 0%	—	9	$94K
River Investment Corp	Low 0%	—	9	$470K
The SEB Group, Inc.	Low 0%	—	9	—
Adviso Wealth	Low 10%	1	10	$360K
Ambrozy & Associates, Inc.	Low 0%	—	10	—
Full Court Strategic Wealth, LLC	Very High 70%	7	10	$4.8M
GA Advisors LLC	High 60%	6	10	$880K
Grand Ridge Capital, LLC	Very High 100%	10	10	$710K
Lone Wolf Trading LLC	Low 0%	—	10	$61K
Mindful Advisory, LLC	Low 0%	—	10	$650K
Mountainpoint Investment Advisors	Low 0%	—	10	$1.2M
Sterling Financial Management, Inc.	Low 0%	—	10	$710K
Swapnick, LLC	Low 0%	—	10	$77K
Bridlewood Private Wealth LLC	Low 0%	—	11	$410K
E. Magnus Oppenheim & Co. Inc.	High 36%	4	11	$860K
Wavelet Advisors	Low 0%	—	11	$870K
Clearwater Investment Management LLC	Low 0%	—	12	$270K
Fortune Capital Management LLC	Very High 67%	8	12	$230K
Harbor Wealth Management	Typical 17%	2	12	$350K
Mercer Financial Group, Inc.	Low 0%	—	12	$960K
Modesto Capital	High 58%	7	12	$350K
Patton Hall, LLC	Very High 75%	9	12	$620K
Prescott, Adams and Group Inc.	Low 0%	—	12	—
Champion Investments LLC	Low 0%	—	13	$270K
Daceyholden Management, LLC	Typical 15%	2	13	$320K
Engel Capital	Low 8%	1	13	$18K
Factor Investment Solutions, LLC	Low 0%	—	13	—
One Across Capital, LLC	Typical 23%	3	13	$460K
Onyx Wealth Management LLC	Low 0%	—	13	$75K
Pandolfo Capital, LLC	High 54%	7	13	$800K
Unlimited Capital Advisors LLC	High 46%	6	13	$580K
Berunda Capital Management	High 64%	9	14	$800K
Enduring Investments LLC	High 36%	5	14	$250K
Integrated Wealth Solutions, LLC	High 43%	6	14	$660K
Kenobi Wealth	Low 0%	—	14	$470K
1-800-401K Plan.com, LLC	Low 0%	—	15	$920K
Arrington Financial Advisors, LLC	Low 0%	—	15	$720K
Chaikin Capital Management Inc.	Very High 67%	10	15	$3.7M
OADE Financial	Very High 100%	15	15	$0
Stewards Asset Management	Low 0%	—	15	$69K
Wimer Investment Management	Low 7%	1	15	$5.7M
Align Financial Solutions	Very High 81%	13	16	$1.4M
Aligning Wealth	Low 0%	—	16	$250K
Hawkeye Investment Management LLC	Low 0%	—	16	$560K
Meyerowitz Investment Management	High 50%	8	16	$510K
NPM Consulting, LLC	Low 0%	—	16	$7.2M
Obertlik Wealth Management LLC	Typical 25%	4	16	$530K
Palmerton Financial Services, LLC	Low 0%	—	16	$510K
Wealth Planning Advisors LLC	Low 0%	—	16	$260K
Client First Advisors, LLC	High 47%	8	17	$500K
Co-Missions Financial Planning	Typical 24%	4	17	$140K
Noble Advisors, LLC	Typical 29%	5	17	$410K
Onroute Financial	Low 0%	—	17	$260K
RetireSmart Consulting, LLC.	Very High 82%	14	17	$3.1M
Sustainable Financial Planning	High 35%	6	17	$900K
Bsquare Investalytix LLC	High 61%	11	18	$590K
Buttfield & Associates	Typical 28%	5	18	$1M
Cascio Wealth Management	Low 0%	—	18	$160K
Certified Wealth Management & Investment LLC	High 44%	8	18	$1.2M
Frank Capital Management LLC	Typical 28%	5	18	$440K
Hanley Capital Management, LLC	Very High 100%	18	18	$3.6M
MDC Financial Consulting, LLC	High 33%	6	18	$810K
QEX Asset Management LLC	Low 0%	—	18	$470K
SecuraWealth	Low 0%	—	18	$1.2M
Stamberger Capital Management, LLC	Very High 100%	18	18	$3.7M
ST GOLIA Planning, LLC	Very High 100%	18	18	$0
Aces Advisors	Low 0%	—	19	$66K
A.M. Perricone LLC	Low 5%	1	19	$210K
Darby Wealth Planning LLC	High 37%	7	19	$1.4M
Elliot Investment Management, LLC	High 58%	11	19	$2.1M
IEM Asset Management, LLC	Typical 16%	3	19	$350K
Roscoe Capital Management, LLC	High 37%	7	19	$420K
Washington Peak Investment Advisors LLC	Very High 100%	19	19	$1.1M
10th Street Capital	Low 0%	—	20	$400K
Financial Freedom Management LLC	Typical 30%	6	20	$400K
HPA Financial Group, LLC	Typical 25%	5	20	$890K
Malvern Ridge Wealth Management	Low 0%	—	20	$290K
Teradime Financial LLC	Very High 85%	17	20	$1.5M
Active Wealth Advisors	High 62%	13	21	$3.3M
Eureka Wealth Solutions	Very High 76%	16	21	$1.2M
Mavericus Retirement Services LLC	Very High 100%	21	21	$0
Mountain Avenue Capital LLC	Very High 81%	17	21	$630K
The Retirement Readiness Institute	Low 0%	—	21	$240K
Alpenglow Advisors LLC	Low 0%	—	22	$380K
BRG Financial, LLC	Typical 23%	5	22	$270K
Camacho Capital Planning Advisors LLC	Low 0%	—	22	$270K
Elements 5 Investment Management	Low 0%	—	22	$630K
Enlight Financial LLC	Very High 91%	20	22	$1.1M
Executive Business Financial Planning	High 45%	10	22	$280K
Guinea Value Investments	Very High 91%	20	22	$840K
Jedi Management, Inc.	High 45%	10	22	$2.1M
Oaktree Financial Planning and Consulting	Low 0%	—	22	$0
Tobin Investment Planning LLC	High 41%	9	22	$1.6M
Adaero Capital Management, LLC	Typical 26%	6	23	$470K
Bugdal Zinser Asset Management, Inc.	Very High 100%	23	23	$2.4M
Denby Financial Services, LLC	Low 0%	—	23	$120K
Itani Wealth Management	Low 0%	—	23	$64K
JMM Financial, LLC	Low 0%	—	23	$170K
J.Pappas Investments	Low 0%	—	23	$210K
Klimax Wealth Management, LLC	Very High 100%	23	23	$1.2M
Marc Alan Wealth Management LLC	High 65%	15	23	$660K
Petrilli Capital Management LLC	High 35%	8	23	$1M
Real Life Planning	Typical 13%	3	23	$410K
Vault Private Wealth	Typical 26%	6	23	$230K
Rational Investment Methodology	Very High 100%	24	24	$380K
Sabadoodle	Low 0%	—	24	$83K
Financial Planning Group Inc. (The)	Low 0%	—	25	—
Gaer Financial Group, Inc	Low 0%	—	25	$120K
GRO Capital, LLC	Low 0%	—	25	—
Iris Advisors	Very High 72%	18	25	$560K
Jones Capital Advisors, LLC	Low 0%	—	25	$810K
Kairos Capital Advisors, LLC	High 56%	14	25	$1.3M
K R Financial LLC	Very High 100%	25	25	$2.8M
LDL Capital Management, LLC	Very High 100%	25	25	$1.8M
Preserve Wealth Management	Very High 68%	17	25	$3.1M
Profolio Investments, Inc.	Low 0%	—	25	$720K
Quantum Strategies Wealth Advisory	High 36%	9	25	$1.3M
Rewey Asset Management	Typical 16%	4	25	$3M
TruVine Financial, LLC	Typical 16%	4	25	$350K
Ironbound Advisory LLC	High 42%	11	26	$510K
MJM Financial Advisors, LLC	Very High 73%	19	26	$1.9M
Mordkovich Capital, LLC	High 38%	10	26	$990K
Newport Wealth Management, LLC	Low 0%	—	26	$370K
Ballaster Financial	High 63%	17	27	$810K
Cipriano Wealth Management LLC	High 48%	13	27	$690K
DTM Advisory Group LLC	Low 0%	—	27	$31K
Fintegrity	Very High 81%	22	27	$2.4M
Gogate, Uday S.	Very High 85%	23	27	$960K
New York Ivy Capital Management LLC	Very High 81%	22	27	$430K
Ruff Choices	High 41%	11	27	$890K
Epona Financial Solutions	High 54%	15	28	$1.7M
Financial Planning Services	Low 0%	—	28	$1.7M
Sea Change Financial Planning	Typical 32%	9	28	$410K
Beacon Hill Private Wealth LLC	Very High 76%	22	29	$1.8M
Concierge Financial Planning, LLC	Very High 76%	22	29	$0
Cove Capital Management Inc.	High 52%	15	29	$780K
Dolcini Capital Management	Low 10%	3	29	$0
Pasco Investment Advisors Inc	Very High 100%	29	29	$1.7M
Wealth Management Advisors, LLC	Low 0%	—	29	$620K
Comprehensive Wealth Management Group, LLC	Low 0%	—	30	$0
DSW Investment, LLC	Very High 100%	30	30	$2.8M
EN+ Wealth	Typical 27%	8	30	$190K
Frank Ramson, LLC	Very High 100%	30	30	$1M
Purpose Built	Very High 67%	20	30	$770K
Steven Hecht Investments, Inc.	High 60%	18	30	$1.5M
True North Financial Services, LLC	Low 7%	2	30	$870K
Wealth Compounders LLC	Low 10%	3	30	$340K
Amadeus Wealth Alternatives, Inc.	High 58%	18	31	$3.3M
Next Pronto Capital Advisors	Low 3%	1	31	$180K
Rand Financial Planning, LLC	Low 0%	—	31	—
Shapiro Asset Management, LLC	High 55%	17	31	$1.6M
Atherean Asset Management LLC	Typical 19%	6	32	$140K
Coastal Wealth Management	Very High 100%	32	32	$1.4M
Dorchester Advisors LLC	Very High 72%	23	32	$2.1M
Hudson Delaware Planning LLC	Low 0%	—	32	—
Preferred Wealth Advisors, LLC	Low 3%	1	32	$150K
South Lane Wealth Management LLC	High 34%	11	32	$1.3M
Brennan Financial Group, LLC	High 58%	19	33	$1.5M
Echelon Virtual Family Office, LLC	High 64%	21	33	$720K
LBT Wealth Management, LLC	Low 9%	3	33	$370K
Long Point Wealth Management, LLC	High 42%	14	33	$1.2M
Powder Ridge Capital LP	Typical 30%	10	33	$320K
Capital Allocation Management, Inc	Very High 91%	31	34	$3.5M
Forza Investment Advisory, LLC	Very High 100%	34	34	$2.7M
Kaspian Wealth Management	Very High 94%	32	34	$270K
Macmillan Financial LLC	Low 0%	—	34	—
Divine Asset Management LLC	High 46%	16	35	$190K
NextGen Wealth Counselors Limited Liability Company	Very High 83%	29	35	$3M
Vista Financial Services LLC	Typical 31%	11	35	$570K
Byron Place Capital Management, LLC	Very High 72%	26	36	$930K
Spinelli Financial Advisors, Inc	Very High 100%	36	36	$860K
SP Wealth Planning	Typical 22%	8	36	$150K
Wealthness LLC	High 33%	12	36	$850K
Wealthy Doctor Institute LLC	Typical 25%	9	36	$250K
Chuisano and Albert, L.L.C.	Low 0%	—	37	$410K
Kiely Capital Management, Inc.	Typical 32%	12	37	$1.6M
Freedom Found Financial	High 53%	20	38	$1.8M
Jersey Shore Financial Advisors LLC	Typical 26%	10	38	$840K
Pathways Financial Planning	Low 11%	4	38	$0
Angel Oak Financial Services LLC	Typical 23%	9	39	$780K
Calidris Financial, LLC	High 54%	21	39	$1M
KEJ Financial Advisors	Very High 90%	35	39	$2.1M
Next Generation Wealth Planning, LLC	High 54%	21	39	$1.3M
Kai Advisors	Very High 85%	34	40	$1.7M
Tucker Wealth Advisory	Low 0%	—	40	—
Integrated Asset Management, Inc.	Typical 32%	13	41	$680K
De Cesare Retirement Specialists	Typical 29%	12	42	$910K
TJW Fiduciary Plan Consultants, LLC	Low 0%	—	42	$88K
Wealth with Wisdom Advisors, Inc.	Low 0%	—	42	—
Bianco Wealth Advisors LLC	Typical 30%	13	43	$260K
Sea Clear Financial Planning, LLC	Very High 67%	29	43	$1.6M
Financial Compass LLC	Very High 86%	38	44	$1.9M
Parisi Capital	Low 7%	3	44	$210K
Chilmark Wealth Management LLC	Typical 13%	6	45	$2M
Grant Asset Management, LLC	Low 0%	—	45	$230K
Jantorno Financial Advisors, LLC	High 58%	26	45	$0
Oxley Capital Management, LLC	Low 0%	—	45	—
Yaish Financial	Low 9%	4	45	$320K
Golden Wealth Capital, LLC	Typical 30%	14	46	$460K
Nisman Investment Services Inc.	Typical 17%	8	46	$930K
Roche Financial Partners LLC	High 35%	16	46	$1.6M
Sullivan Retirement Resources, LLC	Typical 13%	6	46	$370K
Dowd Financial Planning	Low 0%	—	47	—
Keller Wealth Management LLC	Low 0%	—	47	$76K
Wrought Financial Planning	High 40%	19	47	$940K
Olson, Cross & Alamo Advisors LLC	Very High 73%	35	48	$1.6M
Patrumin Investors, LLC	High 39%	19	49	$480K
The Financial Planning Center, LLC	Typical 31%	15	49	$560K
Donald W. Cash & Associates, LLC	Low 0%	—	50	—
Eames Financial	Very High 100%	50	50	$3.6M
JBGLOBAL.COM LLC	Very High 84%	42	50	$2.4M
Sentinel Advisory Corp	Typical 30%	15	50	$1M
Slosberg Financial Solutions, LLC	Low 0%	—	50	$0
SNC Wealth Management LLC	Typical 20%	10	50	$630K
Financial Life Planning, LLC	Typical 25%	13	51	$410K
Abe Capital Management, LLC	Very High 69%	36	52	$1.6M
Covered Bridge Financial LLC	Typical 31%	16	52	$770K
Fiduciary Management Group, LLC	Typical 29%	15	52	$1.4M
Karagosian Financial Services, Inc	Typical 23%	12	52	$510K
Millenia Financial Partners, LLC	High 63%	33	52	$2.4M
New Amsterdam Wealth Planning	High 54%	28	52	$1.3M
VIVCAP LLC	High 54%	28	52	$520K
Asset Management Services Group, Inc.	Low 0%	—	53	$85K
Choice Asset Management LLC	High 65%	35	54	$790K
Durant Financial Planning LLC	High 41%	22	54	$410K
Lakewealth Capital, LLC.	Typical 22%	12	54	$94K
Traver Financial Consulting Network PA	High 48%	26	54	$1.6M
Cairn Investor Services	Typical 18%	10	55	$46K
Fairbridge Capital Management, LLC	Typical 25%	14	55	$280K
Howard-Martin Capital Group, LLC	Low 0%	—	55	$31K
Indfin LLC	Very High 67%	37	55	$2.3M
Investment Capital Management, Inc.	Low 0%	—	55	$120K
Hudson Oak Wealth Advisory LLC	High 52%	29	56	$2.4M
Method Finance, LLC	High 36%	20	56	$980K
Sarsi, LLC	High 51%	29	57	$810K
Solomon Investment Group, Inc.	Low 0%	—	58	$120K
The Faragi Group	Low 0%	—	58	$240K
Askeladden Capital	Very High 92%	54	59	$780K
Financial Planning Associates, LLC	High 56%	33	59	$1.3M
Masani Wealth Management, LLC	High 42%	25	59	$860K
Vetter Planning	Typical 31%	18	59	$700K
Atlantic Retirement & Wealth Advisors LLC	Typical 32%	19	60	$750K
Julius Wealth Advisors, LLC	High 37%	22	60	$840K
Rushwald, Mark Steven	Typical 32%	19	60	$870K
TPK Advisors LLC	Typical 13%	8	60	$400K
Highball Advisors	Low 0%	—	62	$1.2M
SJ Capital Management LLC	High 56%	35	62	$1.5M
Steele Asset Management	Typical 32%	20	62	$780K
Comprehensive Financial Advisers	Low 0%	—	63	—
Manley Capital Management, LLC	Typical 24%	15	63	$610K
AFL Advisory Group LLC	Typical 14%	9	64	$490K
Durkin Investment Group, LLC.	Typical 25%	16	64	$1.1M
Eagle Grove Advisors LLC	Typical 19%	12	64	$720K
Barnegat Bay Capital Management LLC	High 55%	36	65	$1.6M
Thames Asset Management, Inc	Low 11%	7	65	$620K
Greythorne Advisors LLC	Low 0%	—	67	$390K
Webb Financial Planning LLC	Very High 70%	47	67	$0
Sweetgum Laboratories LLC	Low 12%	8	68	$200K
O'Dowd Asset Management LLC	Typical 30%	21	69	$610K
Genesis Financial Group, LLC	High 36%	25	70	$2.2M
Haddon Wealth Management, LLC	Typical 20%	14	71	$1.1M
Valuealigned Partners	Typical 30%	21	71	$1.1M
Weyhill Investment Counsel, LLC	Typical 14%	10	71	$500K
Contrary Investment Advisors	High 47%	34	72	$1.3M
Stockade Wealth Management	Typical 16%	12	74	$240K
Conklin Shure Financial	Low 0%	—	75	—
Apprise Wealth Management LLC	High 66%	50	76	$1.4M
I-Squared Wealth Management, Inc.	High 59%	45	76	$830K
Financial Planning Professionals, Inc.	Low 0%	—	77	$420K
Julien Planning, LLC	Low 9%	7	77	$480K
RLS Financial Services	Low 9%	7	79	$280K
Hilpan Moxie Wealth Management, LLC	High 41%	33	80	$1.2M
Everguide Financial Group, LLC	High 37%	30	82	$540K
The Hourly Advisor LLC	Low 0%	—	83	—
Babylon Capital	Typical 31%	26	84	$340K
N Financial Plans	Typical 18%	15	84	$550K
Coastal Way Financial Group, LLC	Low 5%	4	85	$780K
Lucey Investment Management, LLC	High 35%	30	85	$680K
Pioneer Advisory LLC	Low 0%	—	85	$1.1K
Wachtel Capital Advisors, LLC	Typical 20%	17	86	$510K
Aspetuck Financial Management LLC	High 38%	33	87	$1.8M
The Knox Group Wealth Management	Low 6%	5	87	$290K
Runnymede Capital Management Inc	High 44%	39	88	$890K
Heal Financial LLC	Low 0%	—	89	$220K
FBS Securities	Typical 19%	18	97	$430K
Vertex Financial Advisors LLC	Low 4%	4	97	$230K
Coastal Financial Advisors, Inc.	Low 11%	11	98	$240K
Champion Financial & Tax Services, LLC	Low 0%	—	100	$300K
Joseph C. Kelly & Associates, Inc.	Low 0%	—	100	—
Independence Wealth	Typical 29%	30	103	$780K
Leo Wealth Management, LLC	Low 10%	10	103	$320K
Saubel Financial Group	Low 0%	—	106	$170K
Treesa Financial Planning, LLC	Low 0%	—	106	—
Scipione Wealth Advisors, Inc.	Low 8%	9	107	$360K
Iacangelo Financial Group, LLC	Typical 15%	16	108	$240K
Powers Capital Management	Low 0%	—	109	$400K
Fig Tree Wealth Management LLC	Typical 14%	15	110	$290K
Desimone Investments, LLC	Typical 17%	19	112	$660K
Lasting Legacy Wealth Management, LLC	Typical 13%	15	113	$530K
Empowered Retirement, Inc.	Typical 32%	38	117	$670K
ABC Wealth Inc	Low 4%	5	125	$220K
Other Side Asset Management, LLC	Low 8%	10	125	$260K
The WealthPlan LLC	Typical 28%	37	132	$660K
Molotsky Tax Advisory Group, LLC	Low 2%	3	134	$200K
Arman James Investments	Typical 28%	38	135	$190K
Northstar Financial Advisors, Inc.	Very High 81%	109	135	$1.4M
Avanti Wealth Management	Low 0%	—	136	$550K
Barrister	Typical 14%	19	137	$640K
Flynn Financial, LLC	Typical 13%	18	141	$530K
Solebury Asset Management LLC	Low 9%	13	142	$520K
Ronald A. Bartlett & Associates, Ltd.	Low 1%	2	143	$93K
Alpha Squared Capital, LLC	Low 3%	5	146	$240K
Princeton Wealth Management Alliance, LLC	Typical 22%	33	147	$370K
Waterstone Wealth Advisors, LLC	High 34%	51	148	$1.1M
Shealy Wealth Advisory LLC	Low 0%	—	151	$110K
Conscient Capital, LLC	Very High 100%	155	155	$190K

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