HNW client percentage for Independent firms serving clients in Pennsylvania

Independent firms active in Pennsylvania 436 firms

Very Low 0%-0%

Low 0%-10%

Typical 10%-23%

High 23%-49%

Very High 49%-100%

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

Median: 15%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
AES Triplex	—	—	—	—
Alegre Wealth Management, LLC	—	—	—	—
Ando Arashi	—	—	—	—
Ascension Legacy Partners, Inc.	—	—	—	—
Atlantic Financial Management LLC	—	—	—	—
Block House Investments, LLC	—	—	—	—
Blue Coast Financial Planning	—	—	—	—
Blue Horizon Wealth Management, LLC	—	—	—	—
Bricker Financial	—	—	—	—
Brinker Financial	—	—	—	—
Buckler Wealth Management, LLC	—	—	—	—
Burnett Lane Advisors, LLC	—	—	—	—
Cartera Investments	—	—	—	—
Cerebrum Financial Services, LLC	—	—	—	—
Charitable Foundation Services LLC	—	—	—	—
Clearstream Planning, LLC	—	—	—	—
Coastal Carolina Financial Partners LLC	—	—	—	—
Convivia Financial LLC	—	—	—	—
Daniel Power, LLC	—	—	—	—
Deerfront LLC	—	—	—	—
DeLuca Financial Planning	—	—	—	—
Diversified Human Solutions	—	—	—	—
Elevation Wealth LLC	—	—	—	—
Finease Consulting	—	—	—	—
Ford Financial Advisors, Limited	—	—	—	—
Ford Investment & Retirement Management LLC	—	—	—	—
Foundation Financial Planning, LLC	—	—	—	—
Fratti Investment Management	—	—	—	—
FreedomTrust LLC	—	—	—	—
Global Wealth Management, LLC	—	—	—	—
Great Valley Tax & Financial Services	—	—	—	—
Greenbriar & Associates LLC	—	—	—	—
Gregory Financial LLC	—	—	—	—
Hendrix Financial Planning	—	—	—	—
Hibernia Sales Corporation	—	—	—	—
Houseman Financial LLC	—	—	—	—
HYA Financial	—	—	—	—
iCapital Advisors	—	—	—	—
Insight Total Stewardship	—	—	—	—
Invictus Financial Services	—	—	—	—
Ivan Capital Management, Inc.	—	—	9	—
J.M. Hite Financial LLC	—	—	—	—
Joseph P. Kirlin III & Associates	—	—	—	—
Keith L. Eliou, CFP	—	—	—	—
Keystone Fiduciary Financial Planning and Tax Advisory	—	—	—	—
Limeral Research	—	—	—	—
Longview Financial Planning LLC	—	—	—	—
Manion Financial Solutions LLC	—	—	—	—
Michael Leslie Investments LLC	—	—	—	—
Mons Olympus LLC	—	—	—	—
O'Brien Strategic Wealth	—	—	—	—
On Target Financial Planning	—	—	—	—
Parenti Wealth Management	—	—	—	—
Penn Portfolio Partners LLC	—	—	—	—
Pioneer Fortress Consulting LLC	—	—	—	—
Private Wealth Services, LLC	—	—	—	—
Prosper Wisely, LLC	—	—	—	—
Randa Wealth Strategies	—	—	—	—
Rittenhouse Wealth Management, LLC	—	—	—	—
Row Your Own Boat	—	—	—	—
Saberi Investments, LLC	—	—	—	—
Salcedo Financial Services	—	—	—	—
Secure Care Wealth Management, LLC	—	—	—	—
Sheth Group	—	—	—	—
Smart Financial Group, LLC	—	—	—	—
SP Retirement LLC	—	—	—	—
Step Forward Financial	—	—	—	—
Stirling Investment Management	—	—	—	—
Stonefield Capital Ltd.	—	—	—	—
Taxio	—	—	—	—
T.E. Zimmerman, Investment Services	—	—	—	—
The DeBart Group Inc.	—	—	—	—
The Grimm Group	—	—	—	—
Time Investments, LLC	—	—	—	—
Timeless Wealth	—	—	—	—
Time Value Financial, LLC	—	—	—	—
TP Investment Advisory Services, LLC	—	—	—	—
Vantage Advisors, LLC	—	—	—	—
VERA-CPA, Inc.	—	—	—	—
Vindicta Investment Advisors LLC	—	—	—	—
Wealth Apple, LLC	—	—	—	—
William Evans Investment Advisor	—	—	—	—
Wilson Insight	—	—	—	—
Woolstone Wealth Management	—	—	—	—
Fidelity Capital Management Corp	Low 0%	—	1	$150K
Jura Investments, LLC	Very High 100%	1	1	$1.5M
New Green Capital, LLC	Low 0%	—	1	$340K
Prosperity Financial Planning LLC	Very High 100%	1	1	$0
Social Justice Capital LLC	Very High 100%	1	1	$1.1M
BrightPath Financial Advisors, LLC	Low 0%	—	2	$100K
Locus Wealth Management	Low 0%	—	2	$4.3M
Tactical Wealth Planning LLC	Very High 100%	2	2	$1.9M
Bird Financial Group LLC	Low 0%	—	3	$48K
Dow Capital Management, LLC	Very High 100%	3	3	$890K
Frazier Wealth Management	Low 0%	—	3	$360K
G.S. Woods Wealth Management	Low 0%	—	3	$0
Tannhauser Financial LLC	Low 0%	—	3	$48K
The Lyttle Company, LLC	Very High 67%	2	3	$980K
UP Fintech Asset Management	Very High 100%	3	3	$500K
Blue Devil Advisors LLC	Low 0%	—	4	$650K
Contrafactum Research & Management LLC	Low 0%	—	4	$280K
Inclusive Wealth Financial Planning LLC	Very High 50%	2	4	$230K
Kell Capital, LLC	Very High 100%	4	4	$880K
Keystone Wealth Management Services Inc	Very High 50%	2	4	$3M
KWM Financial LLC	Low 0%	—	4	$570K
Orbital Management	Very High 75%	3	4	$570K
Thompson Capital Management, LLC	Low 0%	—	4	$25K
WealthU Advisors LLC	Low 0%	—	4	$220K
3rd Level Analytics	Typical 20%	1	5	$840K
Bryan Advisory Services, LLC	Low 0%	—	5	$160K
DEL VAL Retirement and Investment Services Inc	Low 0%	—	5	$380K
Freedom Mountain Investments	Very High 100%	5	5	$2.3M
Incline Financial Planning LLC	Typical 20%	1	5	$170K
Infinitespring	Low 0%	—	5	$37K
Key Wealth Partners, LLC	High 40%	2	5	$270K
New Wave Financial LLC	Low 0%	—	5	$52K
Premier Prosperity Advisors LLC	Low 0%	—	5	$2.3M
Seiwell Advisors, LLC	Low 0%	—	5	$4.4M
Wingert Investment Management, LLC	Very High 100%	5	5	$490K
Your Money Matters Wealth Management, LLC	Low 0%	—	5	$45K
CapRidge Advisors	Low 0%	—	6	$1.1M
Courtside Wealth Partners LLC	Low 0%	—	6	$460K
Delaware Advisory Group, Inc.	Low 0%	—	6	$0
Foster Investment Management, LLC	Typical 17%	1	6	$1.4M
Global Portfolios, LLC	Low 0%	—	6	—
Gould Tactical Growth LLC	Very High 100%	6	6	$370K
Lynch, Winton & Associates, LLC	Low 0%	—	6	$800K
Rewealth	High 33%	2	6	$200K
Shetland Financial, PLLC	Low 0%	—	6	$520K
Worrell Financial LLC	Low 0%	—	6	—
Asbury Capital	Low 0%	—	7	$330K
Clovelly Wealth	Very High 100%	7	7	$1.7M
Green Investment Strategies, Incorporated	High 43%	3	7	$1M
GT Wealth LLC	Typical 14%	1	7	$480K
Latham Financial LLC	Low 0%	—	7	$180K
NiRo Nivesto LLC	Low 0%	—	7	$380K
Paul R. Kopey & Associates	Low 0%	—	7	$1.8M
Acadia Investment Advisors LLC	Very High 100%	8	8	$5.3M
Bargeld Financial	Typical 13%	1	8	$31K
BDB Wealth Advisors LLC	Low 0%	—	8	$140K
Borden Portfolio Management	Low 0%	—	8	$590K
Divi-Vest Advisors	Very High 100%	8	8	$1.3M
Dynamic Investment Strategies, Inc.	Low 0%	—	8	$130K
Earndex, LLC	Very High 100%	8	8	$3.3M
Falcon Royal Investment Management	Typical 13%	1	8	$280K
Herrington Investment Solutions	Very High 75%	6	8	$700K
Revland Wealth Advisors	Very High 100%	8	8	$320K
Solid Oak Advisory	Low 0%	—	8	$230K
WealthProtect Advisors LLC	Low 0%	—	8	$960K
Altruistic Advisor LLC	Low 0%	—	9	$410K
Green Leaf Advisors	Low 0%	—	9	$130K
Lasure Capital Management	Typical 11%	1	9	$890K
Maximum Asset Strategies	Low 0%	—	9	$540K
Morrison Fiduciary Advisors, Inc.	High 44%	4	9	$2.2M
One Stop Advisor LLC	Low 0%	—	9	$64K
Spartan Wealth Solutions LLC	Low 0%	—	9	$1M
The SEB Group, Inc.	Low 0%	—	9	—
100 Plus Planning	Low 0%	—	10	—
Adviso Wealth	Typical 10%	1	10	$360K
CJ Perry Financial	Typical 20%	2	10	$260K
Falcon Wealth Managers	Very High 100%	10	10	$2.7M
Fiscalwise, Inc.	Low 0%	—	10	$1.2M
Kuleck Financial Planning	Low 0%	—	10	$0
Lakeside Planning	Typical 20%	2	10	$1.1M
Peeples Wealth Management LLC	Low 0%	—	10	$780K
Scott Financial Resources LLC	Typical 20%	2	10	$370K
ESG Wealth Advisors	Very High 73%	8	11	$2.9M
Granite Financial Advisors, Inc.	Low 0%	—	11	$170K
Richards Financial	Low 0%	—	11	$270K
Your Path FI	Very High 91%	10	11	$2.5M
Bryn Mawr Wealth Management LLC	Low 0%	—	12	$880K
Dartmouth Capital Advisors, Inc.	Very High 100%	12	12	$11M
Elk Capital Advisors, LLC	Low 0%	—	12	$230K
Elliker Financial	High 25%	3	12	$460K
Kriczky Wealth Management LLC	High 33%	4	12	$1.2M
Modesto Capital	Very High 58%	7	12	$350K
Springdale Advisors	Very High 100%	12	12	$1.2M
American Advisors LLC	Low 0%	—	13	$370K
Blue Advisors	High 46%	6	13	$1.3M
Dyer Financial Advisory	Very High 69%	9	13	$1.9M
Greystone Capital Management	Very High 85%	11	13	$200K
Mahaffey Financial LLC	High 38%	5	13	$500K
Mark Cernese & Associates	Low 0%	—	13	$300K
MedWealth Advisors	Low 0%	—	13	$760K
Overture Wealth Management	High 38%	5	13	$1.1M
RJ Pace Financial	Low 0%	—	13	$560K
Crawford Wealth Management	Very High 71%	10	14	$3.8M
Oracle Financial Group	Low 0%	—	14	$980K
Pelican Bay Asset Management, Inc.	Very High 100%	14	14	$2.9M
Todorow Capital Partners LLC	Very High 50%	7	14	$1M
Aldabra Capital Management	Low 0%	—	15	$140K
Fidelity Federal Planning Corp.	Typical 13%	2	15	$230K
Heritage Advisory Services, Inc.	High 47%	7	15	$440K
Lenape Investments, LLC	Very High 60%	9	15	$2.4M
Phronimos Capital, LLC	Very High 60%	9	15	$2M
Sewickley Financial LLC	Very High 53%	8	15	$860K
True Vine Investments	Low 0%	—	15	$130K
Wallick Wealth Management	Very High 73%	11	15	$1.2M
Yuenling Asset Management	High 27%	4	15	$590K
Abundant Advisors, LLC	Very High 100%	16	16	$1.7M
Botamer Financial	Low 0%	—	16	$110K
Bright Forge Capital, LLC	Very High 63%	10	16	$600K
Gardiner Investment Group, Inc.	Very High 100%	16	16	$3M
Healthy Wealth	Very High 50%	8	16	$520K
JRM Tax & Wealth Management, LLC	High 31%	5	16	$56K
Preservation Wealth Management	Low 0%	—	16	$150K
Truewealth Solutions	Typical 19%	3	16	$0
Viechnicki Wealth Mgmt, LLC	High 25%	4	16	$0
Wuenschell Financial Services LLC	Very High 75%	12	16	$460K
Bloomer Financial Planning LLC	Low 0%	—	17	$2.1M
Financial Spectrum Inc.	Low 0%	—	17	$330K
Great Ocean Road Financial	Low 0%	—	17	$400K
Green Trails Wealth LLC	Low 0%	—	17	—
Onroute Financial	Low 0%	—	17	$260K
Pavilion Financial Planning	Low 0%	—	17	$250K
Rodino Wealth Management LLC	Low 0%	—	17	$76K
Sustainable Financial Planning	High 35%	6	17	$900K
Coombs Wealth Advisory, LLC	Very High 100%	18	18	$7.8M
Green Drake Advisors LLC	Typical 17%	3	18	$470K
Mpower Wealth Management, LLC	High 44%	8	18	$640K
ST GOLIA Planning, LLC	Very High 100%	18	18	$0
Traverse Private Wealth	High 44%	8	18	$1.6M
A.M. Perricone LLC	Low 5%	1	19	$210K
Charles Manning & Associates, Inc.	Very High 84%	16	19	$3.7M
Peridot Capital Management	Low 0%	—	19	$330K
Westward Planning Group	High 32%	6	19	$580K
Whitford Financial Planning	High 47%	9	19	$980K
10th Street Capital	Low 0%	—	20	$400K
80 West Asset Management, LLC	High 35%	7	20	$350K
Ace Wealth Management, llc	Low 0%	—	20	$480K
AJP Financial Services, LLC	Very High 70%	14	20	$1.3M
Ketwich Capital LLC	Very High 55%	11	20	$1.4M
MetaTrends LLC	Low 0%	—	20	$310K
Stoneridge Wealth Advisors, LLC	Very High 50%	10	20	$1M
WHTG Wealth Management, LLC	Low 0%	—	20	$120K
Cuthbert Capital Management LLC	High 24%	5	21	$3.6M
East West Advisers	Low 0%	—	21	$130K
Morton Financial Advice LLC	Very High 76%	16	21	$1M
Samatva Wealth Management LLC	Low 0%	—	21	$39K
BRG Financial, LLC	High 23%	5	22	$270K
Franklin Madison Private Wealth	Low 0%	—	22	$1.4M
Markle Wealth Management	Low 0%	—	22	$410K
Phelps Financial Advisors	Low 0%	—	22	$0
PLC Investment Solutions, LLC	Low 0%	—	22	$260K
Thi, Inc.	High 36%	8	22	$1.4M
Tobin Investment Planning LLC	High 41%	9	22	$1.6M
Goal Quest Advisors, LLC	Very High 89%	40	45	$2.4M
CES Investment Strategies	High 35%	8	23	$960K
Dedicated Investment Advisers LLC	Low 0%	—	23	$170K
JMM Financial, LLC	Low 0%	—	23	$170K
Petrilli Capital Management LLC	High 35%	8	23	$1M
Viking Wealth Management LLC	High 39%	9	23	$540K
War Streets Capital, LLC	High 26%	6	23	$550K
Clothier Springs Capital Management, LLC	Low 8%	2	24	$430K
Giffin Planning Services, Inc.	Low 0%	—	24	$0
Penn First Advisors	Low 0%	—	24	$200K
Breakforth Investment Management, Inc	High 32%	8	25	$730K
Conroy Capital LLC	Low 0%	—	25	$53K
Kairos Capital Advisors, LLC	Very High 56%	14	25	$1.3M
Mauro Capital Management, Inc.	High 48%	12	25	$620K
Preserve Wealth Management	Very High 68%	17	25	$3.1M
Quantum Strategies Wealth Advisory	High 36%	9	25	$1.3M
TruVine Financial, LLC	Typical 16%	4	25	$350K
Vesta FinancialCare	Very High 72%	18	25	$1.4M
Wealth Quest, Ltd.	Low 0%	—	25	$0
Zimmer Financial Planning	Very High 100%	25	25	—
Annova LLC	High 46%	12	26	$560K
ClearPeak Capital Management	Very High 58%	15	26	$110K
Dogwood Investment Advisors	High 31%	8	26	$1.5M
Enduro Capital Partners LLC	Low 8%	2	26	$390K
Gray Investment Management LLC	Very High 58%	15	26	$290K
Paul Fair Associates, LLC	Low 0%	—	26	$130K
TCS Financial Services, Inc.	Very High 62%	16	26	$3.1M
Ambrose Wealth Management	Low 0%	—	27	$110K
A. Neff Associates LLC	Typical 22%	6	27	$930K
Apollo Wealth Management, Ltd.	Very High 81%	22	27	$2.5M
Boatman Wealth Management, LLC	Low 0%	—	27	$140K
Emmanuel Capital Management, LLC	Low 0%	—	27	$970K
McKenna & Sullivan Inc	Low 0%	—	27	$670K
Merion Road Capital Management LLC	Very High 67%	18	27	$1.1M
Myrmidon Private Capital	Typical 15%	4	27	$330K
Carey Investment Solutions LLC	Typical 18%	5	28	$880K
CJK Capital Management, LLC	Low 0%	—	28	$1.4M
MillerGroup Investments LLC	High 36%	10	28	$900K
Mountain River Financial	High 25%	7	28	$630K
Stone Loft Wealth Management LLC	Very High 100%	28	28	$4.9M
Dolcini Capital Management	Typical 10%	3	29	$0
Evenkiehl, LLC	Typical 14%	4	29	$430K
First Financial Security, LLC	Low 0%	—	29	$400K
LINC Wealth Solutions	Very High 100%	29	29	$390K
Razzano Investment Management	Low 0%	—	29	$69K
Rossi Financial Associates, Inc.	Very High 79%	23	29	$1.8M
Wealthought LLC	High 28%	8	29	$780K
Advanced Practice Planning, LLC	Typical 13%	4	30	$210K
Conestoga Wealth Management	Low 0%	—	30	—
Meaningful Wealth Management LLC	High 33%	10	30	$820K
Merit Investment Management	Low 0%	—	30	$720K
Purpose Built	Very High 67%	20	30	$770K
Sharma Associates, Inc.	Typical 20%	6	30	$350K
Harvest Financial Planning Associates, LLC	Low 6%	2	31	$260K
Schaeffer Financial & Tax, LLC	Low 0%	—	31	$160K
Atherean Asset Management LLC	Typical 19%	6	32	$140K
Bill Messner Contrarian Investment Advisory, LLC	Low 0%	—	32	$85K
Iron Link Capital LLC	Typical 19%	6	32	$480K
K Wealth Advisors	Typical 16%	5	32	$1.1M
South Lane Wealth Management LLC	High 34%	11	32	$1.3M
Win Investing LLC	Low 0%	—	32	$530K
Cruzan & Associates LLC	Typical 12%	4	33	$640K
Luchini Financial LLC	Typical 18%	6	33	$610K
Black Diamond Advisory Partners	High 24%	8	34	$700K
Global Advisers, LLC	Typical 15%	5	34	$330K
Investors' Choice Advisory Services, LLC	Low 0%	—	34	$120K
Modern Wealth Concepts LLC	Very High 100%	34	34	$1.4M
Paladin Retirement Advisors	Low 6%	2	34	$340K
GuidePost Capital Management Group, LLC	High 40%	14	35	$870K
Pocket Project	Low 0%	—	35	$200K
Vista Financial Services LLC	High 31%	11	35	$570K
SP Wealth Planning	Typical 22%	8	36	$150K
Olde Towne Financial Management Co.	High 32%	12	37	$620K
Berry Advisors Group, LLC	Low 0%	—	38	—
KEJ Financial Advisors	Very High 90%	35	39	$2.1M
William J. Sumski	Low 0%	—	39	$310K
Compass Financial Advisors, LLC	Typical 13%	5	40	$540K
GDS Investments, LLC	High 43%	17	40	$490K
Global Steward Advisors, LLC	Low 3%	1	40	$190K
Hawk Capital Management LLC	High 40%	16	40	$530K
Marin Financial LLC	Typical 10%	4	40	$230K
Northport Investment Management, LLC	Very High 53%	21	40	$1.6M
Spring City Partners, LLC	High 38%	15	40	$400K
Arca Archa, LLC	Low 5%	2	41	$260K
Green Trail Investments, LLC	High 34%	14	41	$620K
MG Financial Management, LLC	Typical 22%	9	41	$720K
2nd Story Wealth Planners	Typical 14%	6	42	$130K
De Cesare Retirement Specialists	High 29%	12	42	$910K
Moondance Investment Advisors, LLC	High 33%	14	42	$830K
RCK Wealth Advisory LLC	High 33%	14	42	$660K
Vermillion Private Wealth	Typical 14%	6	42	$320K
Private Wealth Management, LLC	Low 7%	3	43	$1.7M
Aequitas Equitas Wealth Management LLC	Typical 16%	7	44	$270K
Financial Compass LLC	Very High 86%	38	44	$1.9M
Rowan Financial LLC	Typical 14%	6	44	$590K
Lampe Financial Group LLC	High 47%	21	45	$1.2M
Black Oak Wealth Management, LLC	Low 9%	4	46	$330K
Jordan Financial LLC	High 26%	12	46	$1.2M
Millers Financial Group, LLC	Low 0%	—	46	$260K
Roche Financial Partners LLC	High 35%	16	46	$1.6M
Weeks Financial Services, LLC	High 43%	20	46	$1.1M
Cedarline Capital	Typical 15%	7	47	$460K
Center Stage Planning LLC	Low 2%	1	47	$190K
Keitz Investment Management Ltd.	Typical 11%	5	47	$330K
Quabbin Advisors	Very High 77%	36	47	$2.3M
Sunquest Wealth Management, LLC	High 30%	14	47	$480K
Wealth Preservation Consultants, LLC.	High 23%	11	47	$160K
Wrought Financial Planning	High 40%	19	47	$940K
Geiser Wealth Planning, LLC	Typical 20%	10	49	$500K
Lawrence Wealth Management	Very High 53%	26	49	$1.6M
Summit Financial Advisors	Low 0%	—	49	—
City Investment Advisors, Inc.	Low 0%	—	50	$33K
George J. Appel	Low 0%	—	50	$820K
SAC Investment Management LLC	Very High 50%	25	50	$1.3M
Financial Life Planning, LLC	High 25%	13	51	$410K
First Light Wealth	Typical 12%	6	51	$560K
Journey 1 Advisors, LLC	Typical 20%	10	51	$1M
Covered Bridge Financial LLC	High 31%	16	52	$770K
CS Ellis	Typical 19%	10	52	$320K
Maguire Asset Management, LLC	Very High 52%	27	52	$810K
Keystone Investment Advisors, LLC	High 39%	21	54	$1.2M
Tooth & Coin Wealth	High 33%	18	54	$410K
Aetolia Capital LLC	Very High 76%	42	55	$810K
Twin Tiers Consulting, LLC	Typical 15%	8	55	$440K
Adair Financial Private Client Group	High 43%	24	56	$1.4M
SR Financial Services, Inc.	High 34%	19	56	$1.5M
True Horizon Wealth Advisors, LLC	High 36%	20	56	$930K
Constantine Barry Asset Management (CBAM)	Very High 74%	42	57	$2M
CRB Strategic Services LLC	High 47%	27	57	$1M
Thrift Financial, Inc.	Typical 12%	7	57	$740K
Solomon Investment Group, Inc.	Low 0%	—	58	$120K
Stahl Wealth Management, LLC	Very High 57%	33	58	$860K
Broadhurst Financial Advisors, Inc.	Very High 49%	29	59	$2.2M
Masani Wealth Management, LLC	High 42%	25	59	$860K
Creative Financial Concepts, Inc.	Low 0%	—	60	—
Intelligent Investor Financial Planning, LLC	High 35%	21	60	$570K
Rockcliff Capital, LLC	High 30%	18	60	$1.1M
St. Michaels Asset Management	Low 0%	—	60	$63K
Breakthrough Investing, LLC	Low 0%	—	61	—
CB Capital LLC	Very High 70%	43	61	$2M
Lakeland Investor Services, Inc.	Typical 13%	8	61	$300K
Storie Financial Advisory LLC	Very High 59%	36	61	$1.4M
Benchmark Financial	Very High 58%	36	62	$1.7M
Steele Asset Management	High 32%	20	62	$780K
Comprehensive Financial Advisers	Low 0%	—	63	—
Robert William Shoemaker,Iii	High 33%	21	63	$990K
Barnegat Bay Capital Management LLC	Very High 55%	36	65	$1.6M
Drazga Wealth Advisors, LLC	High 38%	25	65	$1M
Jones Fiduciary Wealth Management LLC	Very High 63%	41	65	$2M
Renaissance advisory group	Typical 15%	10	65	$850K
TriState Wealth Advisors	Typical 15%	10	65	$110K
Delaware Financial Planning, LLC	Very High 82%	54	66	—
VASS Financial Strategies	High 48%	32	66	$630K
Grace Financial Advisors LLC	Typical 12%	8	67	$490K
Greythorne Advisors LLC	Low 0%	—	67	$390K
JCB Financial, Inc.	Very High 51%	34	67	$1.1M
Webb Financial Planning LLC	Very High 70%	47	67	$0
Cumberland Valley Financial Services Inc.	Low 0%	—	68	$430K
Sweetgum Laboratories LLC	Typical 12%	8	68	$200K
Aries Financial Navigators, Inc.	High 30%	21	70	$1.2M
Axiom Investment Solutions LLC	Typical 14%	10	70	$730K
Csa Financial Management, Inc.	Low 0%	—	70	$470K
Light Capital Management LLC	Very High 59%	41	70	$1.2M
Rose Valley Asset Management LLC	Very High 50%	35	70	$1.4M
Strubel Investment Management, LLC	Typical 16%	11	70	$740K
Targeted Financial Planning LLC	Low 1%	1	70	$120K
Watchtower Wealth Management, Inc.	Low 9%	6	70	$350K
Alpha Rock Investments, LLC	Typical 15%	11	71	$320K
Haddon Wealth Management, LLC	Typical 20%	14	71	$1.1M
Weyhill Investment Counsel, LLC	Typical 14%	10	71	$500K
Bush River Trust, LLC	Low 5%	4	73	$320K
Expert Financial Services, LLC	Very High 70%	51	73	$1.3M
Adare Asset Management, LLC	Very High 85%	63	74	$2M
Conklin Shure Financial	Low 0%	—	75	—
Hanna Financial and Tax Services	Low 0%	—	75	$190K
Kellner Capital Management, Inc.	Typical 12%	9	75	$750K
Apprise Wealth Management LLC	Very High 66%	50	76	$1.4M
Deemer Wealth Management LLC	Low 0%	—	76	$300K
Evanoff Financial Advisors	Typical 14%	11	76	$260K
Dependent Financial Planning	Typical 22%	17	77	$540K
Open Wealth Network	High 35%	27	77	$670K
Turtle Creek Wealthcare	High 31%	24	77	$6.9K
Roman Wealth Management, LLC	Typical 18%	14	78	$370K
Elle Investment Group LLC	Low 4%	3	80	$190K
Emerick Financial Planning, LLC	Very High 49%	40	81	$0
Everguide Financial Group, LLC	High 37%	30	82	$540K
Finco Investment Services, Inc.	Very High 49%	41	83	$610K
Reale Managed Assets, Inc.	Low 5%	4	83	$280K
Christman Financial Advisors LLC	Typical 19%	16	84	$430K
Worthy Financial Services	Low 7%	6	84	$330K
Eagle Rock Financial Advisers, Ltd.	Typical 18%	15	85	$580K
FIDENT Financial, LLC	Typical 20%	17	86	$640K
Pennsylvania Advisory Services, Inc.	Low 0%	—	86	$88K
Wachtel Capital Advisors, LLC	Typical 20%	17	86	$510K
DiMatteo Financial Group	Low 0%	—	90	$140K
EHB Financial Resources Management, Inc.	High 39%	35	90	$1.8M
Groundwork Wealth Management, LLC	Low 8%	7	90	$440K
Flagship Wealth Management Group, LLC	Typical 19%	17	91	$500K
Prairie Investment Advisors, LLC	High 37%	34	93	$1.1M
Commonwealth Guardians	Low 0%	—	96	$150K
Neshaminy Creek Advisors	Low 4%	4	96	$170K
Vertex Financial Advisors LLC	Low 4%	4	97	$230K
Harlan Financial LLC	Typical 19%	19	99	$630K
Brookhouse Advisors	Low 6%	6	100	$200K

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