HNW client percentage for Independent firms serving clients in Texas

Independent firms active in Texas 2,513 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-33%

High 33%-58%

Very High 58%-100%

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

Median: 23%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Sire Line Capital Management LLC	Low 0%	—	18	$440K
Solid Rock Capital Management	Low 11%	2	18	$1M
Stratia Wealth Management, LLC	High 56%	10	18	$1.1M
Think Different Wealth Advisors LLC	Very High 67%	12	18	$1.1M
Third Wave Capital LLC	Low 0%	—	18	$51K
Vetworth	Low 0%	—	18	$520K
9M Investments, LLC	High 42%	8	19	$570K
Advising for Life, LLC	Low 0%	—	19	$250K
AIM Advisors	Typical 21%	4	19	$950K
AM Wealth Solutions, LLC	Very High 100%	19	19	$580K
Charles Manning & Associates, Inc.	Very High 84%	16	19	$3.7M
Curtain Wealth Planning L.L.C.	Low 0%	—	19	—
DPH Financial	Low 0%	—	19	$110K
Eagle Wealth Management, Inc.	Typical 32%	6	19	$690K
EE&A Investment Management	Very High 100%	19	19	$1.2M
HG Wealth Management, LLC	Very High 63%	12	19	$1.8M
Honey Badger Advisors LLC	Low 0%	—	19	$200K
Investing Forever Advisory	High 53%	10	19	$1.1M
Kardinal Financial	Typical 16%	3	19	$470K
Mayfair Financial, LLC	Very High 100%	19	19	$2.6M
Olesky Capital Management, LLC	Very High 100%	19	19	$3.4M
Olive Tree Asset Management	High 47%	9	19	$660K
Optima Capital Management	High 37%	7	19	$1.9M
Pistol Hill Capital	Low 0%	—	19	$32K
Premier Wealth Management, LLC	Typical 16%	3	19	$150K
Pro Advisors, Ltd. dba R J Pickle Financial Services	Typical 26%	5	19	$830K
Providence Financial Services, LLC	Typical 32%	6	19	$660K
RELYON Financial Advisors, LLC	Very High 74%	14	19	$1.2M
Retire With Swan	Low 0%	—	19	$580K
River Tree Capital Management	High 53%	10	19	$1.4M
RMH Capital Advisors, LLC	High 42%	8	19	$2.1M
Scaled Finance LLC	Low 0%	—	19	—
Second Mountain Financial, Inc.	Very High 95%	18	19	$2M
Simplify Wealth Planning LLC	High 42%	8	19	$300K
SJC Capital Advisors LLC	High 42%	8	19	$1.6M
Spectrum Advisers, LLC	High 37%	7	19	$1.4M
Stephanie E. Doyle Investment Management	Low 0%	—	19	$420K
Stoecker Financial, Inc.	Low 0%	—	19	$280K
Tandem Financial Guidance, LLC	Typical 16%	3	19	$620K
The Simple Investor's Guide, LLC	Typical 21%	4	19	$660K
Wealth Management Services of Austin, LLC	Low 5%	1	19	$610K
Adk Wealthcare Partners	Typical 20%	4	20	$1.4M
Adriatic Wealth Management LLC	Low 0%	—	20	$130K
AJP Financial Services, LLC	Very High 70%	14	20	$1.3M
Aspen Trail Wealth Management, LLC	High 55%	11	20	$830K
Bartee Capital Management, LLC	Low 0%	—	20	$130K
BAS Capital	Very High 100%	20	20	$5.9M
Coastal Wealth Management, LP	Low 0%	—	20	$110K
Cultivate Financial Wellness, LLC	Typical 25%	5	20	$820K
DeMesne Investments	Very High 70%	14	20	$720K
Devkota Capital Advisors	Typical 25%	5	20	$370K
Dream Financial Planning	Low 0%	—	20	$260K
D Squared Capital Management, LLC	Low 0%	—	20	$250K
Gorham Wealth Management, LLC	Very High 80%	16	20	$720K
Iapetus Capital, Inc.	Very High 100%	20	20	$4M
Journey Asset Management LLC	Low 0%	—	20	$28K
Mark Monreal & Associates	Low 0%	—	20	$120K
Michael Pappas Advisor LLC	Low 10%	2	20	$520K
Mission Hill Advisors, LLC	Very High 100%	20	20	$6.5M
MVK Financial Planning, LLC	High 45%	9	20	$580K
Piedmont Capital Asset Management LLC	Very High 65%	13	20	$2.1M
Private Client Services Group, LLC	Very High 65%	13	20	$370K
Putman Capital Management, Inc.	Typical 30%	6	20	$780K
Quoinage Capital LLC	Very High 70%	14	20	$3.2M
Resonance Financial, LLC	Very High 80%	16	20	$2M
Richard A. Stebbins CPA CFP CMFC	Low 0%	—	20	$620K
Roscoe Financial	Typical 20%	4	20	$570K
Salida Financial Advice and Planning	Low 0%	—	20	$650K
SOL Financial	Low 10%	2	20	$430K
Stars & Stripes Financial Advisors	Low 0%	—	20	$26K
Sueing Investments, LLC	Low 0%	—	20	$600K
Sunflower Financial Planning, LLC	High 50%	10	20	$470K
True Financial, LLC	High 35%	7	20	$580K
Valuetree Financial LLC	High 50%	10	20	$470K
White Brook Capital	Very High 85%	17	20	$900K
Worthview Capital Management LLC	High 55%	11	20	$1.6M
Zuwa Financial LLC	Low 0%	—	20	$37K
AA Wealth Strategies LLC	High 33%	7	21	$1.5M
Ahmeti Wealth Management, LLC	Low 0%	—	21	$150K
Apex Wealth Management, LLC	High 33%	7	21	$1.4M
Asset Wealth Advisors, LLC	High 57%	12	21	$720K
Beckett Collective	High 33%	7	21	$1.6M
Cadenza Financial Planning	Low 0%	—	21	$300K
Caliber Wealth Advisory	High 38%	8	21	$1.1M
Deasil Wealth Management LLC	Low 5%	1	21	$240K
Deerwood Capital, LLC	Low 0%	—	21	$140K
East West Advisers	Low 0%	—	21	$130K
Financial Staples	High 43%	9	21	$840K
Fresh Bread Investments, LLC	High 48%	10	21	$900K
Harris Wealth Advisors, LLC	Typical 19%	4	21	$340K
HRC Financial	Low 0%	—	21	$280K
Jackson Financial Services LLC	Very High 62%	13	21	$43K
JG Wealth Management, LLC	Low 0%	—	21	$78K
Kompass Financial Advisors, Inc.	Low 5%	1	21	$430K
Lifetime Financial Planners LLC	High 43%	9	21	$730K
Magister Wealth	Very High 81%	17	21	$1.1M
Mattix Wealth Management LLC	Low 0%	—	21	$0
Mountain Avenue Capital LLC	Very High 81%	17	21	$630K
New Southern Advisory Services	Very High 62%	13	21	$1.9M
Oakview Capital Management, L.P.	Very High 100%	21	21	$1.5M
Off-Trail Works LLC	Low 0%	—	21	$430K
Paul Marascalco Registered Investment Advisor	Low 0%	—	21	$390K
Peachtree Creek Investments	High 33%	7	21	$1.7M
RR Portfolios, LLC	Very High 67%	14	21	$1.5M
Samatva Wealth Management LLC	Low 0%	—	21	$39K
Simmons Investment Management LLC	Very High 62%	13	21	$1M
SimpliciFi, LLC	Low 0%	—	21	$180K
Stalwart Financial Planning	Low 0%	—	21	$460K
Therawealth, LLC	Low 10%	2	21	$400K
VG Financial Consulting, LLC	Very High 100%	21	21	—
Walstad Investment Counsel, Inc.	Very High 71%	15	21	$2.6M
Alignpoint Wealth	High 41%	9	22	$810K
ARCH Financial Planning, LLC	Typical 32%	7	22	$480K
Argus Wealth Management	Very High 68%	15	22	$2.6M
Barton Creek Advisors, LLC	Typical 27%	6	22	$220K
Boynton Financial LLC	Low 5%	1	22	$220K
BRG Financial, LLC	Typical 23%	5	22	$270K
Brown Capital Advisors, LLC	Low 0%	—	22	$640K
Cronkhite Wealth Strategies	Low 0%	—	22	$450K
Developing Financial	Low 0%	—	22	$82K
DIWY Financial Planning	Low 0%	—	22	—
Elbrus Partners, LLC	Typical 27%	6	22	$510K
ENDURE Retirement LLC	Low 14%	3	22	$340K
Equanimity Wealth	Low 0%	—	22	—
Fullington & Associates, LLC	High 41%	9	22	$600K
Gerritz Wealth Management, Inc.	Low 0%	—	22	$230K
Greenside Financial, Ltd	High 50%	11	22	$1.3M
Guinea Value Investments	Very High 91%	20	22	$840K
Hark Financial Planning	High 36%	8	22	$1.2M
Intune Management Corp.	Very High 86%	19	22	$3.6M
Kurtin Financial Advisers, LLC	Very High 100%	22	22	$5.4M
Mari Legacy Group, LLC	High 45%	10	22	$1.4M
Mentor Financial Advisory Group, Ltd.	Very High 86%	19	22	$4M
Mertz Capital	Very High 73%	16	22	$980K
Michael P Lynch Wealth Management, LLC	High 41%	9	22	$1.1M
Momentum Financial Strategies, LLC	Low 0%	—	22	$5.9K
Monarch Wealth Management, LLC	Low 0%	—	22	$2.3M
Mustang Capital Management, LLC	Very High 68%	15	22	$2.6M
Pacific Capital Works, Inc.	Very High 91%	20	22	$2.4M
Pelican Financial Planning and Wealth, PLLC	High 36%	8	22	$1.1M
PieCapital	Very High 91%	20	22	$3.1M
Prominence Capital	Very High 77%	17	22	$2.6M
Raymond John Management LLC	Typical 32%	7	22	$1.1M
Sapling Wealth Management	Typical 27%	6	22	$1.8M
Skibek Wealth Management	High 55%	12	22	$1.5M
SMEAC Financial, LLC	Low 9%	2	22	$490K
Sutton Place Capital Management LLC	Very High 100%	22	22	$950K
Templeman Wealth Management Inc.	Very High 82%	18	22	$2.4M
Wealth Ready	Low 0%	—	22	$73K
Westmont Capital Advisors, LLC	High 50%	11	22	$730K
Aeon Capital Partners, LLC	Very High 70%	16	23	$110K
Alta Via Financial Planning	Very High 78%	18	23	$0
Amaral Financial Planning	Low 4%	1	23	$370K
Austin Creek Capital, LLC	Low 0%	—	23	$320K
Baker Wealth Group LLC	Very High 61%	14	23	$1.9M
Beacon Park Capital, LLC	Very High 100%	23	23	$2.8M
BlueSail Advisors LLC	Low 0%	—	23	$1.3M
Blue Slate Investment Management	High 52%	12	23	$620K
BN Investment, LLC	Low 0%	—	23	$210K
Bragg Comer Financial Advisors, LLC	High 39%	9	23	$400K
Cornerstone Financial Planning	Typical 22%	5	23	$630K
DH Asset Management, LLC	High 48%	11	23	$1.6M
Edward Allen Benson, PhD	Low 0%	—	23	$1.7M
Financial Life Journeys	Low 0%	—	23	$280K
Fundamental Advisors, Inc.	Typical 17%	4	23	$900K
Gilbert Wealth	Typical 22%	5	23	$1M
Head to Toe Financial Planning	Low 9%	2	23	$1M
Infinity Wealthcare, LLC	Very High 61%	14	23	$910K
Integrity Advisors LLC	Low 4%	1	23	$340K
Janus Financial Planning, LLC	Typical 30%	7	23	$580K
KMC Wealth Management, LLC	Typical 30%	7	23	$800K
Laguna Coast Capital	Very High 100%	23	23	$3.8M
Landphair Wealth Management LLC	Typical 17%	4	23	$550K
Laughter Financial	High 52%	12	23	$880K
MONUMENT Retirement & WEALTH ADVISORY, LLC	Low 13%	3	23	$340K
Opti Bloom Advisors LLC	Typical 17%	4	23	$780K
Presidio Advisors, LLC	High 48%	11	23	$990K
Real Life Planning	Low 13%	3	23	$410K
Redpoint Investment Advisors	Low 0%	—	23	$700K
Soaring Wealth LLC	High 43%	10	23	$840K
Sterling Futures	Very High 61%	14	23	$1.1M
WorthyNest LLC	High 39%	9	23	$780K
Wykrent, Damon	High 57%	13	23	$1.3M
361 Financial Planning, Inc.	Low 0%	—	24	$250K
Bellaire Capital Management, LLC	Very High 58%	14	24	$640K
Bluepoint Wealth Advisors	High 42%	10	24	$960K
Chugg Wealth Strategies, LLC	High 38%	9	24	$1.2M
Coletta Capital, LLC	Low 8%	2	24	$290K
Collective Wealth, LLC	Low 0%	—	24	$380K
Continuum Financial, LLC	High 50%	12	24	$1.2M
Crossroads Asset Management LLC	High 33%	8	24	$900K
Dream Life Wealth Management LLC	Low 0%	—	24	$220K
Featherstone Investment Advisory	High 50%	12	24	$460K
Finch Capital Management LLC	High 33%	8	24	$2.3M
Firmo Investment Consulting Services	High 50%	12	24	$150K
Fiscalis Advisory, Inc.	Very High 67%	16	24	$1.9M
Frank Finances LLC	Low 4%	1	24	$310K
Future Wallet	Low 0%	—	24	$130K
Gadiraju, Raju	Very High 79%	19	24	$610K
Grinnell Capital, LLC	Very High 63%	15	24	$410K
GT Financial, Ltd., L.L.C.	High 38%	9	24	$2.1M
H.I.T. Capital, LLC	Very High 100%	24	24	$650K
Lange Asset Management, Inc.	High 33%	8	24	$1.4M
Lighthouse Advisory Services, Inc.	Low 13%	3	24	$400K
Manage Your Financial Life	Low 0%	—	24	—
Maura Madden Financial Planning	High 33%	8	24	$0
McWilliams Asset Management Inc.	Low 0%	—	24	$130K
Montgomery Wealth Advisors	Low 0%	—	24	$680K
Ortman Finances, LLC	Low 8%	2	24	$19K
Othniel Financial Advisory Services, LLC	Low 0%	—	24	—
Personal Financial Advice & Insights, LLC	Low 0%	—	24	—
Portsea Investments, Inc.	Very High 88%	21	24	$3.8M
Rockhill Advisors LLC	Very High 100%	24	24	$7.1M
Rock Steady Wealth, Inc.	Low 0%	—	24	$230K
Subnani Investment Research, LLC	Low 0%	—	24	$850K
University Financial Strategies, LLC.	Typical 25%	6	24	$630K
Victory Wealth Management, LLC	High 42%	10	24	$1.2M
Wealth Transitions	Typical 25%	6	24	$260K
Woodward Investment Management, LLC	Very High 100%	24	24	$980K
Zia Investment Advisors	Low 0%	—	24	$990K
1N Capital, LLC	Very High 100%	25	25	$5.4M
Arcon Wealth Management	High 40%	10	25	$1.3M
BW Financial Planning	High 40%	10	25	$1.2M
Chalk Creek Partners, LLC	High 44%	11	25	$720K
Challenge Everything Financial LLC	Low 0%	—	25	$120K
Creole Wealth Solutions, LLC	Very High 68%	17	25	$900K
DRS Financial Partners LLC	Low 0%	—	25	$300K
Harmony Wealth Advisors, LLC	High 52%	13	25	$510K
Hathaway Capital Management, LLC	High 36%	9	25	$1.4M
Hodos Wealth Group, LLC	High 36%	9	25	$1.1M
Integra Wealth Advisors	Low 0%	—	25	—
Jones Capital Advisors, LLC	Low 0%	—	25	$810K
LDL Capital Management, LLC	Very High 100%	25	25	$1.8M
Lime Rock Investment Management Company, Inc.	Low 0%	—	25	$360K
Mahogany Financial Strategies LLC	Low 12%	3	25	$19K
Manent Capital	Typical 16%	4	25	$3.3M
Margin	Very High 68%	17	25	$2.6M
Merlin Asset Management	Very High 88%	22	25	$2M
MNM Vested, LLC	Low 0%	—	25	—
Nabers Wealth LLC	Typical 20%	5	25	$840K
Nelson Financial Services	Low 0%	—	25	$230K
NEO Investment Counsel, LLC	Very High 60%	15	25	$2.9M
Ninety West Global Wealth	Low 0%	—	25	$260K
Oceanus Capital Partners, LLC	Very High 72%	18	25	$2.9M
Polaris Capital Management LLC	Very High 68%	17	25	$400K
Profolio Investments, Inc.	Low 0%	—	25	$720K
Proprietor Wealth Management Inc.	Very High 68%	17	25	$3.4M
Provisor Asset Management LLC	Low 0%	—	25	$130K
Rook Financial LLC	Low 0%	—	25	$230K
Sample Financial Solutions, LLC	Typical 20%	5	25	$1.1M
Stone Ridge Advisors	High 44%	11	25	$1.4M
Supporting Your Choices Inc.	Very High 60%	15	25	$1.6M
Texwealth	Typical 24%	6	25	$2.2M
Wood Wealth Management LLC	Low 8%	2	25	$340K
Zimmer Financial Planning	Very High 100%	25	25	—
Aegis Investment Management, LLC	Typical 23%	6	26	$550K
Aleph Investments, LLC	Low 0%	—	26	$610K
AlphaOmega Wealth Management, LLC	Typical 23%	6	26	$780K
Annova LLC	High 46%	12	26	$560K
Ardent Investors, LLC	Typical 27%	7	26	$740K
Artifex Advisory Group, Inc.	Typical 23%	6	26	$350K
Austin 180 Advisory Group LLC	Very High 77%	20	26	$1.1M
Baron Financial Advisors, LLC	Low 0%	—	26	—
Cairn Financial Advisors, LLC	High 46%	12	26	$680K
Cambridge Wealth Management, LLC	Very High 58%	15	26	$1.2M
Campos Financial	Low 0%	—	26	$190K
Clark Private Wealth, LLC	Typical 31%	8	26	$330K
ClearPeak Capital Management	Very High 58%	15	26	$110K
Connolly Wealth Management	Low 0%	—	26	—
Dogwood Investment Advisors	Typical 31%	8	26	$1.5M
First Principles Investment Management LLC	High 38%	10	26	$270K
Focused Compounding Capital Management, LLC	Very High 100%	26	26	$190K
Focused Up Financial, LLC	Low 0%	—	26	$480K
Gugle Wealth Advisory	Very High 58%	15	26	$2M
Holt Wealth Management LLC	Low 4%	1	26	$240K
Holy City Prosperity, LLC	Typical 27%	7	26	$1M
Jasi Financial, Inc.	Low 0%	—	26	$200K
JSSR Capital LLC	Low 0%	—	26	$130K
Kelly Klingaman Financial Planning LLC	Low 0%	—	26	$610K
Legacy Harbor	Typical 15%	4	26	$310K
Mcgehee Wealth Advisory Group, Inc.	High 42%	11	26	$1.7M
Mouly Financial Management, Inc.	Typical 31%	8	26	$980K
Nurture Investment Strategies LLC	Very High 69%	18	26	$1.8M
Palomar Advisors Inc.	High 50%	13	26	$1.8M
Performance Investment Group	Very High 100%	26	26	$2.1M
Pingora Partners LLC	Very High 85%	22	26	$6.8M
Refresh Investments	Very High 73%	19	26	$2.4M
Silver Lake Advisors, LLC	High 54%	14	26	$1.8M
Stag Rock LLC	Typical 23%	6	26	$550K
Stillforest Wealth Management	Typical 23%	6	26	$770K
Strategic Investments & Insurance	Typical 23%	6	26	$450K
Sweeney Asset Management, LLC	Very High 77%	20	26	$1.1M
The Buffalo Financial Group LLC	Typical 23%	6	26	$650K
Trew Advisors, LLC	Typical 15%	4	26	$1.1M
Twelve Two Capital LLC	Low 0%	—	26	$250K
Wipple Creek, LLC	Typical 31%	8	26	$1.1M
Zelus Wealth Management	Low 0%	—	26	$77K
Zestiny Wealth	Typical 19%	5	26	$810K
Asset Lift Wealth Management, LLC	Typical 19%	5	27	$300K
Blackbox Capital Management LLC	Low 0%	—	27	$500K
Bowman Retirement Planning	High 33%	9	27	$950K
Dean Financial Advisory, LLC	High 48%	13	27	$1.4M
De Rosa Asset Management, LLC	Very High 67%	18	27	$1.9M
Dividend Growth Strategies, Inc.	Very High 100%	27	27	$2.9M
Drystone LLC	Very High 100%	27	27	$5.6M
Duval Investment Group	Very High 100%	27	27	$4.1M
Duvall Wealth Management LLC	Low 0%	—	27	$46K
Empowering Finance, LLC	Typical 26%	7	27	$1.4M
Enloe Financial Advisory LLC	High 44%	12	27	$1.5M
Executive Services, LLC	Typical 19%	5	27	$1.1M
Fintegrity	Very High 81%	22	27	$2.4M
Golden Guidance LLC	Very High 63%	17	27	$720K
Gray Wealth Strategies LLC	Very High 81%	22	27	$3.4M
Lakeview Investment Advisors, LLC	Low 7%	2	27	$2M
Lariat Wealth Management	High 48%	13	27	$1.4M
LifeWater Wealth Management	High 52%	14	27	$1.1M
Mark Bell Advisory Services, Inc.	Very High 100%	27	27	$5.1M
Medora Value Equity, LLC	Very High 63%	17	27	$600K
Miles Wealth Management, L.L.C.	Low 11%	3	27	$320K
MoneyGrow.com®	Low 11%	3	27	$480K
Money Pilot Financial Advisor LLC	Typical 22%	6	27	$38K
Motiwala Capital	Low 0%	—	27	$290K
Norris Wealth Management, LLC	Typical 19%	5	27	$250K
Palmetto Wealth Management, LLC	High 33%	9	27	$1.2M
Rhonda L Russell	Low 0%	—	27	$0
Semper Wealth Management LLC	High 41%	11	27	$400K
Silverbrook Investment Advisors, Inc.	Low 0%	—	27	$100K
South Texas Capital Advisors, LLC	Very High 100%	27	27	$6.2M
Stonehurst Management, LLC	Very High 67%	18	27	$830K
The Wealthy Parent	Low 0%	—	27	—
Three Main Points LLC	High 48%	13	27	$530K
Turtair Capital Advisors	Very High 81%	22	27	$3.4M
Upspring Capital LLC	Very High 81%	22	27	$3.1M
WealthDevs	Typical 30%	8	27	$850K
West Loop Financial LLC	Very High 67%	18	27	$1.7M
360 Aviation Advisors, LLC	High 46%	13	28	$340K
Artisan Financial Planning	Typical 32%	9	28	$1M
Best Financial Life	Very High 64%	18	28	$1.3M
Clear Net Worth, L.L.C.	Very High 61%	17	28	$750K
Copiam Wealth Management, LLC	High 36%	10	28	$750K
Coplanning Financial LLC	High 36%	10	28	$300K
Crimson Investment Managers, LLC	Low 0%	—	28	$610K
Curious Crow Financial Planning	Low 0%	—	28	—
Evergreen Investing, LLC	High 39%	11	28	$1.1M
Granite State Capital Management, LLC	High 46%	13	28	$310K
Inaltis Capital Management, LLC	Typical 18%	5	28	$530K
Intrust Advisors, Inc.	Typical 25%	7	28	$410K
KGL Financial Advisors, LLC	Typical 18%	5	28	$1.1M
Kuleana Capital Management LLC	Very High 71%	20	28	$2.9M
Ladewig Investment Management, LLC	High 54%	15	28	$1.7M
LFS RIA, LLC	High 36%	10	28	$470K
Ocean Avenue Wealth Management	Very High 100%	28	28	$3.1M
Physician Advising LLC	Low 0%	—	28	$350K
Prana Wealth Management LLC	High 39%	11	28	$970K
Quest Investment Portfolio Management, Limited	Very High 93%	26	28	$750K
Reliable Alliance Financial	Very High 64%	18	28	—
Sansoterra Group LLC	Very High 100%	28	28	$1M
Sound Investment Management, LLC	High 36%	10	28	$1.7M
Think818, LLC	Typical 21%	6	28	$180K
Two Trails Financial Planning	Very High 93%	26	28	$1.5M
Wide Eye Capital	High 36%	10	28	$390K
Wilson Investment Services	Typical 25%	7	28	$510K
Worthscape, LLC	Very High 75%	21	28	$3.2M
Adams Wealth Management	Low 0%	—	29	$470K
Beta Management Consulting	Low 0%	—	29	$1M
Brighter Investing, PB LLC	Very High 62%	18	29	$1.3M
Brooke Forest Capital LLC	Typical 31%	9	29	$900K
Carey S. Roebuck Financial Services, LLC	Very High 86%	25	29	$180K
Cedar Valley Capital LLC	Very High 79%	23	29	$940K
Cornet Capital LLC	Low 14%	4	29	$0
Empowerment Financial Advisors LLC	Typical 24%	7	29	$320K
First Move Financial, LLC	Low 0%	—	29	$390K
Forma Financial Planning	High 34%	10	29	$1.6M
Future Wealth LLC	Very High 79%	23	29	$2.6M
Kirchner Financial Group	Low 3%	1	29	$550K
Nasche Asset Management LLC	Low 0%	—	29	$710K
One Day Wealth Management	High 41%	12	29	$970K
Open Door Financial Advisors	High 34%	10	29	$530K
Rapport Financial, LLC	High 55%	16	29	$1.6M
Rock One Advisors, LLC	Low 3%	1	29	$130K
Stamford Bridge Wealth Management LLC	High 45%	13	29	$670K
Stroud Investment Consulting	High 45%	13	29	$1.9M
Western Reserve Wealth Management LLC	High 38%	11	29	$1.4M
Westrate Capital Management, Inc.	Typical 28%	8	29	$820K
Whitley Financial, LLC	Low 0%	—	29	$200K
Wiseowl Capital, LLC	High 52%	15	29	$1.4M
Wolff Financial	Low 14%	4	29	$400K
ACI Wealth Advisors	High 50%	15	30	$1.4M
Allegory Advisory	High 40%	12	30	$1.2M
Alphaglider LLC	Very High 60%	18	30	$1.6M
Animus Wealth Management, LLC.	High 33%	10	30	$330K
Arbus Capital Management, LLC	Very High 63%	19	30	$3.1M
Ashbay Capital, LLC	Very High 87%	26	30	$4.3M
Barton Creek Investment Advisors	Low 0%	—	30	$330K
Birch Street Financial Advisors	Very High 80%	24	30	$2.1M
Carrington Financial Planning, LLC	High 47%	14	30	$650K
Cascade Wealth LLC	High 50%	15	30	$1M
Collaborative Advice	Low 0%	—	30	—
Colville Wealth Advisory, LLC	High 57%	17	30	$840K
Cornerstone Investment Advisors Group, LLC	Low 0%	—	30	$190K
EN+ Wealth	Typical 27%	8	30	$190K
Harrison Financial Planning	High 40%	12	30	$1.1M
Hunter Investment Services LLC	High 57%	17	30	$590K
Jaguar Investment Services, Ltd	High 33%	10	30	$1.3M
Leder Fiduciary Capital LLC	Very High 67%	20	30	$3.9M
Link Financial Corporation	Low 7%	2	30	$360K
Michael Garber Financial Planning	Low 0%	—	30	—
No Coast Financial Group	Low 0%	—	30	$360K
Personal Wealth Planning, LLC	Typical 23%	7	30	$470K
Private Financial Management LLC	Very High 100%	30	30	$4.9M
R5 Capital Management	High 43%	13	30	$500K
Retirement Portfolio Partners	Very High 87%	26	30	$1.5M
Rhodo Wealth Management LLC	Low 10%	3	30	$410K
Rule72 Financial	High 43%	13	30	$280K
Scamardo Financial LLC	Low 0%	—	30	$320K
Silver Oak Leaf Financial Services L.L.C.	Low 10%	3	30	$290K
Stone Lake Wealth Management, LLC	Very High 100%	30	30	$2.1M
SVA Capital Management LLC	High 33%	10	30	$210K
Tate Capital Group	High 43%	13	30	$1.1M
The Real Wealth Coterie	Low 0%	—	30	$280K
Tresses Capital Management, LLC	Very High 100%	30	30	$1.8M
True North Financial Services, LLC	Low 7%	2	30	$870K
Two Pillars Asset Management	Low 10%	3	30	$150K
Versai Wealth Management LLC	Typical 17%	5	30	$630K
Vibrant Wealth	Typical 17%	5	30	$840K
Well Advised, LLC	Low 0%	—	30	$200K
Wiggin Financial Services	Typical 23%	7	30	$320K
Zuma Wealth LLC	Very High 63%	19	30	$1.9M
About Time Financial Planning	Typical 23%	7	31	$660K
Active Lifestyle Financial Planning	Typical 32%	10	31	$0
ADB Capital Management, LLC	Typical 29%	9	31	$1.1M
Aquinas Advisors, LLC	High 55%	17	31	$860K
Blue Point Investment Management	Very High 77%	24	31	$2.3M
Catalyst Wealth Advisors LLC	Very High 58%	18	31	$5.1M
Celtic Capital Corporation	Low 0%	—	31	$220K
Connor Capital Management, LLC	Very High 71%	22	31	$1.5M
Double Seven Wealth Group, LLC	Typical 19%	6	31	$300K
Honeygo Financial	Low 3%	1	31	$200K
J Bradin Financial LLC	Low 0%	—	31	$320K
Kidd Vision Capital LLC	High 42%	13	31	$670K
Lowry Financial Services	Typical 32%	10	31	$820K
Marian Financial Services, Inc.	Low 0%	—	31	$380K
Monument Investments Inc.	Low 0%	—	31	$1.4M
MTR Advisory Services, Inc.	Very High 81%	25	31	$1.1M
Nomad Capital Group, LLC	Very High 90%	28	31	$650K
Pihl Financial Planning	High 39%	12	31	$750K
Porter Investments	High 55%	17	31	$490K
Primas Financial Planning	Low 3%	1	31	$0
Sabana Capital Management, LLC	High 42%	13	31	$630K
SF Value Capital, LLC	Low 0%	—	31	$560K

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