HNW client percentage for Independent firms serving clients in New York

Independent firms active in New York 746 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-39%

High 39%-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
360 Wealth Creation	—	—	—	—
4-3-3 Capital LLC	—	—	—	—
Abby Advisors LLC	—	—	—	—
Advanced Portfolio Services LLC	—	—	—	—
Aetherion LLC	—	—	—	—
Affluence	—	—	—	—
Alpha Concepts LLC	—	—	—	—
Amarna Capital Partners	—	—	—	—
Aquila Ventures LLC	—	—	—	—
ARDROSSAN Wealth Management, LLC	—	—	—	—
Ariston Advisors LLC	—	—	—	—
Arrow Investment Mgmt.	—	—	—	—
Auriex Wealth Advisors LLC	—	—	—	—
Autonomous Wealth Management LLC	—	—	—	—
Belov Consulting LLC	—	—	—	—
Bender Capital Management, LLC	—	—	—	—
Best Life Financial Planning, LLC	—	—	—	—
BloomSchon CPAs LLC	—	—	—	—
Bogart Advisory Group LLC	—	—	—	—
Bullington Advisors Inc.	—	—	—	—
Carminucci Wealth Management	—	—	—	—
Carsons Capital LLC	—	—	—	—
Cenador Financial Advisers LLC	—	—	—	—
Champion, Jessica	—	—	—	—
Cobblestone Wealth Advisors	—	—	—	—
Comfort Capital Management	—	—	—	—
Covenant Wealth	—	—	—	—
Cycle Financial Planning LLC	—	—	—	—
Dellith Wealth Advisory	—	—	—	—
Delphin Investments	—	—	—	—
Diversified Strategies LLC	—	—	—	—
Dovermont Wealth & Tax Solutions	—	—	—	—
Drawingboard Wealth Advisors	—	—	—	—
Dr. Jeff Finance, LLC	—	—	—	—
Dunedain Capital LLC	—	—	—	—
Evans Capital Partners LLC	—	—	—	—
EV Capital Management LLC	—	—	—	—
Even Keel Advisors	—	—	—	—
Ezana Capital Advisers, LLC	—	—	—	—
Fahey Financial	—	—	—	—
Family Office Advisors LLC	—	—	—	—
FAR Financial	—	—	—	—
Fig Tree Financials LLC	—	—	—	—
Finish Line Wealth Management, LLC	—	—	—	—
Fourth Wall Advisors LLC	—	—	—	—
Frame Wealth Management	—	—	—	—
Framework Wealth	—	—	—	—
Good Capital	—	—	—	—
Good Luck NY Inc.	—	—	—	—
Gotham Block, LLC	—	—	—	—
Gramercy Private Wealth LLC	—	—	—	—
Grand Central Financial Planning	—	—	—	—
Greenwood Hayden Legacy Partners	—	—	—	—
Gulf Coast Asset Management Company LLC	—	—	—	—
Guzhuna Asset Management	—	—	—	—
Hamewith Wealth	—	—	—	—
Hannigan Financial, LLC	—	—	—	—
Hillstrong	—	—	—	—
Hudson House Capital Incorporated	—	—	—	—
Hyperion Wealth Management LLC	—	—	—	—
InCred Wealth Inc.	—	—	—	—
Infiniti Capital Management, LLC	—	—	—	—
Jarombek Capital LLC	—	—	—	—
Jon A Nixon CPA PC	—	—	—	—
JQL Wealth	—	—	—	—
Julien Wealth Advisors, LLC	—	—	—	—
Keala Advisors	—	—	—	—
Knox Capital	—	—	—	—
Kpoint Capital LLC	—	—	—	—
Leh Advisors LLC	—	—	—	—
Mikhael Paul	—	—	—	—
MJ Capital Management LLC	—	—	—	—
Modoo Strategy LLC	—	—	—	—
Musaffa LLC	—	—	—	—
New York Fee Simple, LLC	—	—	—	—
New York Financial AVP, LLC	—	—	—	—
Nightgale Wealth Management LLC	—	—	—	—
NJK Wealth Management	—	—	—	—
Nuvern Wealth Advisors LLC	—	—	—	—
Omnes Wealth Management LLC	—	—	—	—
Padovani Asset Management	—	—	—	—
Paul M Williams LLC	—	—	—	—
Peartree Advisory	—	—	—	—
Phoenix-Veritas Wealth Management	—	—	—	—
Planbound, LLC	—	—	—	—
Quantum Advisory Group, LLC	—	—	—	—
Riemann Capital LLC	—	—	—	—
Risen Phoenix Capital Advisers, LLC	—	—	—	—
R Squared IV	—	—	—	—
Ryse Capital Management	—	—	—	—
Seaport Asset Management, LLC	—	—	—	—
Sparrow Wealth Management	—	—	—	—
Stone Capital Partners, LLC	—	—	—	—
The DeBart Group Inc.	—	—	—	—
The Robert J. Wilkes Planning Forum	—	—	—	—
The True Prophets LLC	—	—	—	—
Tomkiewicz Wealth Management	—	—	—	—
Triple Balance Advisers Inc	—	—	—	—
Upkeep Financial	—	—	—	—
Vanik Capital LLC	—	—	—	—
Variety RIA LLC	—	—	—	—
Velbridge Wealth Advisors LLC	—	—	—	—
VERA-CPA, Inc.	—	—	—	—
Wangchuk Capital, LLC	—	—	—	—
Wealth Forward Advisors	—	—	—	—
Wealthie Advisors	—	—	—	—
William C. Hoeffer, Jr. Inc.	—	—	—	—
Yieldwink Capital	—	—	—	—
Youhe Advisors LLC	—	—	—	—
YRN Industries LLC	—	—	—	—
Zachary Financial Consultants LLC	—	—	—	—
ZZ Planning LLC	—	—	—	—
ALR Capital Advisors, LLC	Low 0%	—	1	$80K
Amvoy Wealth	Low 0%	—	1	$100K
Armadale Asset Management LLC	Very High 100%	1	1	$690K
Cloud Peak Advisors	Very High 100%	1	1	$150K
Dubois Capital Management LLC	Low 0%	—	1	$90K
Duracapital	Low 0%	—	1	—
EIA Investments LLC	Very High 100%	1	1	$150K
FMD Wealth Advisors LLC	Low 0%	—	1	$140K
Glenview Wealth LLC	Low 0%	—	1	—
LTS Wealth Management	Low 0%	—	1	$16K
Mark Andrew Paganelli	Low 0%	—	1	—
Alpha Inertia Capital	Very High 100%	2	2	$480K
Angel Light Capital	Low 0%	—	2	$290K
Dantes Outlook	Low 0%	—	2	$0
David's Planning Services, LLC	Low 0%	—	2	$0
Financial Strategy Advisors, LLC	Low 0%	—	2	—
FlexIncome Fund	High 50%	1	2	$110K
Guardant Wealth Advisors LLC	Low 0%	—	2	$9K
Heartland Northeast LLC	Low 0%	—	2	$15K
Mon Capital Management LLC	Very High 100%	2	2	$9.3M
Rhizome Capital Management LLC	Very High 100%	2	2	$6M
Royal Treasure Advisory LLC	Low 0%	—	2	$49K
Sodium Advisors Inc.	Very High 100%	2	2	$29M
TSN Management Inc.	Low 0%	—	2	$100K
WealthWise, LLC	Very High 100%	2	2	$0
Wieder Financial Corp.	High 50%	1	2	$2.7M
Atlas Meridian Capital LLC	Very High 100%	3	3	$6.7M
Bantam Inc.	Very High 100%	3	3	$10M
Better Wealth Advisory LLC	Low 0%	—	3	—
Briarcliff Manor Wealth Advisors	Low 0%	—	3	$280K
Donovan, Dennis J	Very High 100%	3	3	$0
Eighty Rods Advisors	Low 0%	—	3	$4.9M
GLR Investment Advisory LLC	Low 0%	—	3	$210K
John Nuckel LLC	Very High 100%	3	3	$4.7M
Mountain Ash Capital LLC	Very High 100%	3	3	$140K
Nonesuch Advisors	Low 0%	—	3	—
PretiumCapital Management, Inc.	Low 0%	—	3	$41K
RA Advisory LLC	Low 0%	—	3	$390K
Sharply AI	High 67%	2	3	$330K
StackWealth LLC	Low 0%	—	3	—
Strive Asset Management, LLC	Very High 100%	3	3	$1.4M
Stronghold Investment Management	Low 0%	—	3	$240K
Trendhaven Investment Management, LLC	Very High 100%	3	3	$660K
US Wealth Management Advisors, LLC	Typical 33%	1	3	$92K
Venado Investment Advisors LLC	Very High 100%	3	3	$330K
Aboveboard Wealth Management, LLC	Low 0%	—	4	$0
Birn Financial Inc	Typical 25%	1	4	—
Bmr Global Wealth Management Group, Inc.	Low 0%	—	4	$260K
Differential Capital LLC	Very High 100%	4	4	$1M
Family Wealth Counselors, LLC.	Low 0%	—	4	—
Forza Wealth Advisory Services LLC	Low 0%	—	4	$240K
Gaelin LLC	Very High 75%	3	4	$220K
Gates Wealth Group	Low 0%	—	4	$81K
Hive Retirement Planning	Very High 100%	4	4	$760K
Jet Stream Wealth Management	Low 0%	—	4	$4.5K
Madison Money Management, Inc.	Low 0%	—	4	$2.5M
Map to Your Wealth LLC	High 50%	2	4	$970K
Moor Funds	Very High 100%	4	4	$500K
Multigenerational.Black Inc.	Typical 25%	1	4	$87K
Orion-Archstone Asset Management Inc.	Low 0%	—	4	$450K
Revelations Asset Management LLC	Very High 100%	4	4	$11K
Saber Asset Management	Very High 75%	3	4	$220K
Salem Asset Management	Very High 75%	3	4	$930K
Spectrum AC Advisors, LLC	Low 0%	—	4	$680K
TwentyThree Advisory	Very High 100%	4	4	$10M
Upside Lab Advisors Inc.	Low 0%	—	4	$420K
ZIHUITRADING LLC	Low 0%	—	4	$110K
Coordinated Planning Group, Inc.	Very High 100%	5	5	$1.4M
Eslami & Co. Wealth Management, LLC	Low 0%	—	5	$650K
Financial SpyglassÂ®	Very High 100%	5	5	$1.9M
Flanagan Financial Management	Very High 100%	5	5	$4.3M
Highroad Wealth Advisers, LLC	Very High 100%	5	5	$3.2M
Integrated Wealth Management Solutions, LLC	Typical 20%	1	5	$1M
Lanmar Capital Management	Very High 100%	5	5	$360K
Munakata Associates LLC	Very High 100%	5	5	$10M
Oceanus Research LLC	Very High 100%	5	5	$600K
Trieste Capital LLC	Very High 100%	5	5	$2.9M
Your Money Matters Wealth Management, LLC	Low 0%	—	5	$45K
Alphyn Capital Management LLC	Very High 100%	6	6	$5M
American European Asset Management LLC	Very High 100%	6	6	$1.5M
Beechnut Capital Management LLC	Low 0%	—	6	$1.7M
Courseview Capital LLC	Low 0%	—	6	$530K
Expected Value Management LLC	Typical 33%	2	6	$6.4M
FINANCIAL FILOSOPHY	Low 0%	—	6	$840K
Foresight Advisors	High 67%	4	6	$900K
Free Time Financial LLC	Low 0%	—	6	$1.7M
Fresh Lake Wealth Management LLC	Low 0%	—	6	$140K
Global Hill Wealth Advisors LLC	Low 0%	—	6	$140K
Global Special Situations Research Co. Inc.	Typical 33%	2	6	$2.4M
J.R.Pluta Capital Management, Inc.	High 50%	3	6	$2.3M
Ludus Capital, LLC	Low 0%	—	6	$60K
Maxine Weiner, CFP(R)	Typical 33%	2	6	$0
Milestone Consultants, Inc.	Low 0%	—	6	$340K
Prosus Wealth Management	Very High 100%	6	6	$1.9M
Spaulding Greene Wealth Management, LLC	Very High 100%	6	6	$1.1M
Wind & Rose, LLC	Low 0%	—	6	$160K
10x10y LLC	High 57%	4	7	$2M
Arcanum Capital Management LLC	Low 0%	—	7	$300K
Atwima Wealth Management LLC	Low 0%	—	7	$100K
Conservative Equity Investment Advisors	High 43%	3	7	$800K
Contessa Capital	Very High 100%	7	7	$1.8M
Heritage Hill Adviser	Low 0%	—	7	$38K
Hilty Wealth Management LLC	High 57%	4	7	$220K
MBB Advisory LLC	Low 0%	—	7	$1.7M
MEJ Wealth Advisors LLC	Low 0%	—	7	$310K
Nevis Equity Advisors LLC	Low 0%	—	7	$98K
Rc Financial, Inc.	Low 0%	—	7	—
Westmore Asset Management	High 43%	3	7	$7.8M
Zou Capital Management LLC	Low 0%	—	7	$47K
Aristo Advisors LLC	Very High 75%	6	8	$1.1M
Ascent Capital Management, Inc.	Very High 100%	8	8	$490K
Ascent Systematic Advisors LLC	Very High 100%	8	8	$140K
Blumberg B+V Advisors, LLC	High 50%	4	8	$2.5M
BPBI LLC	Very High 100%	8	8	$5.6M
Calado Capital	Low 0%	—	8	$72K
Carissima Capital LLC	Low 0%	—	8	$570K
Earndex, LLC	Very High 100%	8	8	$3.3M
Efficient Capital Strategies, LLC	High 50%	4	8	$1.5M
EMRO Asset Management, LLC	Very High 100%	8	8	$1M
Financial Boss	Low 0%	—	8	—
Gemstone Wealth Management	Very High 100%	8	8	$1.4M
Keenan Private Wealth Management	Typical 38%	3	8	$1.1M
Kostrzewski, Mark Benedict	Low 0%	—	8	$0
Oakley Financial LLC	Low 0%	—	8	$44K
Olson Tax & Financial Planning	Very High 100%	8	8	$3.5M
Ravello Partners LLC	Very High 88%	7	8	$950K
Saunix Investment Management, LLC	Very High 88%	7	8	$1.4M
Watch Hill Advisors, LLC	Low 0%	—	8	$770K
White Crest Capital	Very High 100%	8	8	$1.4M
Apsis Capital Management LLC	Very High 100%	9	9	$440K
Axia Asset Management, LLC	Very High 100%	9	9	$7.9M
Baffin Advisors LLC	Very High 100%	9	9	$12M
Cornell Capital Management	Very High 100%	9	9	$2.4M
Flores Wealth Planning, LLC	Low 0%	—	9	$330K
LK Financial Planning LLC	Very High 100%	9	9	$9.7M
Lucre Advisory LLC	Low 0%	—	9	$80K
NCT Advisors	Low 0%	—	9	$54K
Precession Capital Management, LLC	Very High 100%	9	9	$2.3M
Strikeout Capital LLC	Low 0%	—	9	$79K
Taher Financial Planning	Low 0%	—	9	$18K
The SEB Group, Inc.	Low 0%	—	9	—
Trane Capital, LLC	Low 0%	—	9	$470K
Wu Wealth Advisory, LLC	Low 0%	—	9	$77K
Adviso Wealth	Low 10%	1	10	$360K
Dee-Ann R. Fox, CFP	Very High 100%	10	10	$3.6M
Edward S. Green & Associates, LLC	Low 0%	—	10	$0
Fifth Avenue Wealth Advisors LLC	Very High 80%	8	10	$2.4M
Fortrove Partners	Typical 20%	2	10	$580K
Integral Financial Planners	Low 0%	—	10	$890K
LeBron Financial Services, Inc.	Low 0%	—	10	$90K
Lone Wolf Trading LLC	Low 0%	—	10	$61K
O'Gorman Asset Management, Inc.	Low 0%	—	10	$1.1M
Old Field Advisors LLC	Very High 100%	10	10	$2.9M
Shelterbelt Advisors	Low 0%	—	10	—
Swapnick, LLC	Low 0%	—	10	$77K
System Research, LLC	Typical 30%	3	10	$400K
Tilden Capital Management, LLC	High 40%	4	10	$1.6M
Aviles Capital Management LLC	Low 0%	—	11	$41K
Blaine Capital, LLC	Low 0%	—	11	$1.5M
CatsGame Capital LLC	Very High 100%	11	11	$340K
E. Magnus Oppenheim & Co. Inc.	Typical 36%	4	11	$860K
Gold Star Asset Management, LLC	Very High 100%	11	11	$130K
Mainwall Investment Management, LLC	Very High 100%	11	11	$1.6M
Stephen A. Dipisa Registered Investment Advisor	Low 0%	—	11	$1.2M
Virgil Wealth Advisory	Low 0%	—	11	$110K
Whiston Asset Management	High 55%	6	11	$1.9M
Aurelia Capital Advisors, Inc.	Low 0%	—	12	$120K
Capital Solutions Advisors, LLC	Low 0%	—	12	$9.9K
Castleton Partners, LLC	Very High 83%	10	12	$7.4M
Fleisher, Martin	Very High 100%	12	12	$15M
Grey Private Capital	Typical 33%	4	12	$740K
Harbor Wealth Management	Typical 17%	2	12	$350K
Haystack Financial Planning	High 58%	7	12	$830K
Majority Asset Management, Inc.	Very High 100%	12	12	$2.7M
Manor Park Capital LLC	High 67%	8	12	$880K
Navwell Advisors	Typical 33%	4	12	$660K
NOORVEST LLC	Typical 17%	2	12	$300K
OnlyFunds	Low 0%	—	12	$26K
PFS Planning LLC	High 50%	6	12	—
Portfolio Allocators LLC	Low 0%	—	12	—
Prescott, Adams and Group Inc.	Low 0%	—	12	—
Timothy C. Minneci	Very High 100%	12	12	$0
Truenorth Financial Planning	Very High 100%	12	12	$750K
Velmark Capital Management LLC	Very High 100%	12	12	$1.8M
Alphatheta Capital LLC	Low 0%	—	13	$280K
Angel Wealth Advisors	Typical 31%	4	13	$420K
Ayla Capital	High 46%	6	13	$630K
Cove Street Capital, LLC	Very High 77%	10	13	$2.1M
Customers' Yachts Advisers, Inc.	Typical 31%	4	13	$920K
Daceyholden Management, LLC	Typical 15%	2	13	$320K
DBM Planning, LLC	Typical 31%	4	13	$970K
Engel Capital	Low 8%	1	13	$18K
Enterprise Value Capital Management, LLC	Very High 92%	12	13	$880K
Excelsior	High 62%	8	13	$1.8M
Investry, LLC	Typical 38%	5	13	$740K
JPS Advisors LLC	Typical 31%	4	13	$1.1M
McPherson Financial Advisors, Inc.	High 62%	8	13	$2.2M
Onyx Wealth Management LLC	Low 0%	—	13	$75K
Silver Advisors, LLC	High 69%	9	13	$5.5M
Single A Capital, LLC	Very High 100%	13	13	$1.3M
Sylo Planning	Low 0%	—	13	$1.1M
The Playbook Advizor	Low 0%	—	13	$1.2M
Tuliptree Advisors	Typical 31%	4	13	$840K
Wank & Liptzin Advisory Services LLC	Low 0%	—	13	$1.2M
Wealth in Yourself LLC	Low 8%	1	13	$270K
ADV Investment Management	Low 0%	—	14	$1.8M
Beekman Financial Planning LLC	Typical 21%	3	14	$600K
Cloverhill Capital Management	Low 0%	—	14	$650K
Freemind Financial Advisory	Low 0%	—	14	$490K
Kailix Advisors LLC	Very High 100%	14	14	$8.5M
Lions Financial Advisory	Typical 29%	4	14	$41K
Pelican Bay Asset Management, Inc.	Very High 100%	14	14	$2.9M
Prudent Investment Advisors, Inc.	High 64%	9	14	$610K
Ryefield Capital, LLC	Low 0%	—	14	$130K
Titanhub Capital Management LLC	Low 0%	—	14	$4.3K
Bootpack Financial Partners, LLC	High 47%	7	15	$4.9M
Clearview Financial Planning, Inc.	Typical 27%	4	15	$2.2M
Holbrook Management, LLC	Very High 100%	15	15	$3.7M
Indieplan LLC	Low 0%	—	15	—
Janal Capital Management LLC	Typical 33%	5	15	$1.5M
Maci Family Office Advisors	Very High 100%	15	15	$1.6M
Madison Asset Advisors, LLC	Low 0%	—	15	$1.7M
Marello Investment Advisors, Inc.	High 60%	9	15	$1.8M
Moonbridge Financial Design, LLC	Typical 20%	3	15	$540K
Quo Vadis Capital, Inc.	Very High 100%	15	15	$270K
Rosci Lamb, LLC	Very High 100%	15	15	$1.5M
SA Asset Management, Inc.	Low 0%	—	15	—
Sabina Asset Management LLC	Very High 100%	15	15	$810K
SKP Wealth	Low 0%	—	15	$130K
The Butler Group LLC	High 60%	9	15	$1.5M
Wimer Investment Management	Low 7%	1	15	$5.7M
Aligning Wealth	Low 0%	—	16	$250K
Appian Road LLC	Low 0%	—	16	$130K
Beta Management LLC	Low 0%	—	16	—
Fawley Wealth International	High 69%	11	16	$940K
GreenLife Advisors, LLC	High 63%	10	16	$1.2M
Mercury Financial Advisors	High 69%	11	16	$1.4M
MRC Group LLC	High 69%	11	16	$1M
Stantum, LLC	High 63%	10	16	$1.7M
Broadpark Advisors, LLC	Typical 18%	3	17	$680K
Delta & Gamma Capital Management LLC	Very High 100%	17	17	$460K
Dumont Wealth	High 41%	7	17	$760K
First Shelbourne	Low 0%	—	17	$440K
Fischer Advisors LLC	Low 0%	—	17	$800K
Garrison Phillips, LLC	High 41%	7	17	$410K
JWK Financial	Typical 24%	4	17	$720K
LAMBENT Asset Management, LLC	Low 12%	2	17	$140K
LT Advisors LLC	High 47%	8	17	$2.8M
Mott Capital Management LLC	Typical 35%	6	17	$260K
Northquant Capital Management, LLC	Low 0%	—	17	$470K
Pavilion Financial Planning	Low 0%	—	17	$250K
RAS Capital Services, Inc.	Typical 29%	5	17	$3.2M
Shareks Stock Portfolios	Low 0%	—	17	$790K
Sherwood Financial Management	High 71%	12	17	$1.4M
SM Carlton Advisory	Low 0%	—	17	$110K
Sustainable Financial Planning	Typical 35%	6	17	$900K
S. Williams Capital, LLC	High 71%	12	17	$1M
Veltra Capital	Typical 18%	3	17	$340K
ACM Macro LLC	Very High 100%	18	18	$57K
Balfour Capital Management	Low 0%	—	18	$380K
Brian Thompson Financial	Typical 17%	3	18	$1.1M
Broad Wealth Management, Inc.	Very High 100%	18	18	$0
Compo Advisors, LLC	Very High 72%	13	18	$1.3M
Davenport PBH LLC	Very High 83%	15	18	$500K
Focus Asset Management LLC	Low 0%	—	18	$740K
IWM Advisors, LLC	Very High 100%	18	18	$0
Lailaps Capital, L.L.C.	Typical 22%	4	18	$1.6M
Sabbia Faro Wealth Management LLC	High 61%	11	18	$2.8M
Sanity Capital Management LLC	High 50%	9	18	$1.1M
Sire Line Capital Management LLC	Low 0%	—	18	$440K
ST GOLIA Planning, LLC	Very High 100%	18	18	$0
Aces Advisors	Low 0%	—	19	$66K
Brandon Hill Wealth Management, LLC	High 53%	10	19	$2.5M
Darby Wealth Planning LLC	Typical 37%	7	19	$1.4M
Derastone	High 47%	9	19	$2M
First Step Wealth Planning	High 53%	10	19	$1.6M
Followthru Planning Associates LLC	Low 0%	—	19	$78K
HEDGEWISE	Very High 79%	15	19	$770K
Honey Badger Advisors LLC	Low 0%	—	19	$200K
Kisco Capital, LLC	Typical 21%	4	19	$650K
Lighthouse Wealth Management, LLC	Typical 16%	3	19	$240K
Mittleman Value Partners LLC	Very High 100%	19	19	$260K
RSA Capital	High 47%	9	19	$480K
Russell J. D'Alba	Very High 79%	15	19	$0
Stardust Wealth Strategies	Very High 79%	15	19	$1.2M
Washington Peak Investment Advisors LLC	Very High 100%	19	19	$1.1M
Wharton Wealth Planning, LLC	Very High 89%	17	19	$1.6M
Alpha	Very High 100%	20	20	$2.7M
Altanes Investments, LLC	High 40%	8	20	$1.1M
DJ Wealth Systems, LLC	Very High 100%	20	20	$2.2M
Farview Management, LLC	High 40%	8	20	$310K
Financial Freedom Management LLC	Typical 30%	6	20	$400K
Good Harvest Financial Group, Inc.	Low 0%	—	20	—
Ketwich Capital LLC	High 55%	11	20	$1.4M
Life Planning Agency, Inc	Low 0%	—	20	$210K
Mia Lee Financial	Low 0%	—	20	$14K
Michael Pappas Advisor LLC	Low 10%	2	20	$520K
Reverie Wealth	Low 0%	—	20	$0
Seahorse Financial Advisers Inc.	Very High 95%	19	20	$4.3M
Teradime Financial LLC	Very High 85%	17	20	$1.5M
Treussard Capital Management	High 55%	11	20	$3.7M
Weston Wealth Advisors, LLC	High 45%	9	20	$1.3M
Centerfin Capital	Low 10%	2	21	$260K
Cuthbert Capital Management LLC	Typical 24%	5	21	$3.6M
Eureka Wealth Solutions	Very High 76%	16	21	$1.2M
EWM Advisory	Very High 100%	21	21	$310K
Fresh Bread Investments, LLC	High 48%	10	21	$900K
Highland Wealth Advisors, LLC	Very High 81%	17	21	$0
Kasanda Capital	Low 0%	—	21	$180K
Marcellus Capital Management, LLC	Low 0%	—	21	$1.1M
Mavericus Retirement Services LLC	Very High 100%	21	21	$0
Off-Trail Works LLC	Low 0%	—	21	$430K
RKR Capital Group LLC	High 43%	9	21	$500K
Seminars for the Advancement of Financial Education	Low 0%	—	21	$0
True Abundance Advisors	High 67%	14	21	$1.5M
Wisdom Capital Asset Management, LLC	Very High 100%	21	21	$1.9M
Developing Financial	Low 0%	—	22	$82K
DIWY Financial Planning	Low 0%	—	22	—
Executive Business Financial Planning	High 45%	10	22	$280K
Franklin Madison Private Wealth	Low 0%	—	22	$1.4M
Jedi Management, Inc.	High 45%	10	22	$2.1M
Pyramid Peak Capital, LLC	High 45%	10	22	$820K
Sutton Place Capital Management LLC	Very High 100%	22	22	$950K
EG Capital Management LLC	Low 0%	—	23	$31K
High Grade Investment Solutions, LLC	Very High 100%	23	23	$2M
J. B. Bryan Financial Group, Inc.	Low 0%	—	23	$980K
JM Advisors, LLC	High 39%	9	23	—
Port Capital Management	High 61%	14	23	$1.2M
Presidio Advisors, LLC	High 48%	11	23	$990K
Real Life Planning	Low 13%	3	23	$410K
War Streets Capital, LLC	Typical 26%	6	23	$550K
Frank Finances LLC	Low 4%	1	24	$310K
Lange Asset Management, Inc.	Typical 33%	8	24	$1.4M
LCV Advisors LLC	High 63%	15	24	$1.9M
LI Wealth Management Inc	Low 0%	—	24	$9.8K
Sabadoodle	Low 0%	—	24	$83K
Yearwood Young Advisors	High 58%	14	24	$3.6M
Creative Wealth Builders, LLC	Typical 28%	7	25	$790K

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