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
Sterling Financial Planning	Low 0%	—	31	—
TheMoneyMD.com, LLC	Low 10%	3	31	$410K
Trinvest Advisors, LLC	Typical 23%	7	31	$410K
Vantage Wealth Management LLC	Very High 77%	24	31	$1.7M
147th Group LLC	Very High 75%	24	32	$860K
7 Saturdays Financial	High 41%	13	32	$1.4M
Adventure Wealth Advisors	Low 0%	—	32	$880K
Antone Asset Management, Inc	High 44%	14	32	$550K
Arque Advisors, LLC	Very High 88%	28	32	$170K
DCG Wealth Management	Low 0%	—	32	$190K
Echelon Private Wealth LLC	Low 0%	—	32	$590K
Edgemont Investment Management, LLC	Very High 63%	20	32	$1.7M
EFS Asset Management LLC	Very High 100%	32	32	$2.2M
Financial Prosperity, Inc.	Very High 81%	26	32	$1.4M
Geder Investment Management, Inc.	Very High 66%	21	32	$840K
Impact Wealth Group	Low 0%	—	32	$400K
Iron Link Capital LLC	Typical 19%	6	32	$480K
Janian Investment Advisers, LLC	Very High 63%	20	32	$840K
Mitchell Group Delaware LLC	Low 6%	2	32	$170K
Momentum Financial Planning LLC	Low 0%	—	32	$0
New Heights Planning	Very High 72%	23	32	$2.3M
Packard Wealth Strategies LLC	Low 0%	—	32	$400K
Prudent Wealthcare	Very High 72%	23	32	$0
PYN Wealth Management LLC	Low 3%	1	32	$150K
Sage Wealth Consulting, LLC	High 47%	15	32	$370K
School of Personal Finance	Typical 28%	9	32	$900K
SharpEdge Financial	Low 0%	—	32	$180K
Side-By-Side Financial Planning, LLC	Low 0%	—	32	—
Sloan Advisory Group, Inc.	Very High 66%	21	32	$2M
Smarter and Wise	Typical 25%	8	32	$1.1M
Stonebrook Investment, LLC	High 53%	17	32	$1.2M
Tailwind Wealth Management, LLC	High 34%	11	32	$1.2M
Towne Investments LLC	Typical 19%	6	32	$560K
Verdura Wealth Management, LLC	Low 9%	3	32	$320K
Wakil Wealth Advisory LLC	Low 0%	—	32	$120K
Walker Capital Partners, LLC	Low 0%	—	32	$29K
Zone Investment Management, LLC	Typical 19%	6	32	$680K
Chevelon Capital Management LLC	Very High 70%	23	33	$1.6M
Dittrich Financial Group LLC	Low 0%	—	33	$300K
DocsFP	Typical 30%	10	33	$440K
Edgar Investment Management, LLC	High 36%	12	33	$390K
Fg Wealth Management	Typical 30%	10	33	$430K
Hedgefield Wealth Management	High 42%	14	33	$960K
Investment Trends Capital Group LLC	Typical 21%	7	33	$850K
Kerwin Asset Management, LLC	Low 3%	1	33	$1.3M
LBT Wealth Management, LLC	Low 9%	3	33	$370K
Miller Premier Investment Planning LLC	Very High 64%	21	33	$690K
Momentum FinTech LLC	Very High 58%	19	33	$220K
Mullaney Financial & Tax, Inc.	Very High 76%	25	33	$0
Onesta Wealth Management, LLC	Low 6%	2	33	$540K
PLW Financial	Low 0%	—	33	$390K
Powder Ridge Capital LP	Typical 30%	10	33	$320K
Rook Strategies Wealth Management, PLLC	Low 0%	—	33	$150K
Sammons Wealth	Very High 79%	26	33	$1.9M
Stonehenge Private Client Group, LLC	High 39%	13	33	$1M
Ten Talents Financial Planning LLC	Very High 61%	20	33	$1.5M
Torre Financial	Typical 27%	9	33	$700K
Valiant Financial Planning, LLC	Typical 27%	9	33	$670K
WealthBound Advisors	Low 9%	3	33	$83K
Alconbury Trust L.L.C	Typical 32%	11	34	$0
Black Diamond Advisory Partners	Typical 24%	8	34	$700K
Complete View Financial LLC	Very High 68%	23	34	$1.6M
DrivenWealth, LLC	Very High 100%	34	34	$800K
Dunes Financial	Very High 62%	21	34	$1.6M
Encore Investment Advisors, LLC	Very High 68%	23	34	$1.2M
Everlong Financial	Very High 68%	23	34	$2M
Francis Capital Management, Inc.	High 50%	17	34	$960K
Junkin & Company, Inc.	Low 0%	—	34	$0
Kaylin Dillon Financial Planning	Typical 24%	8	34	$430K
Murphy Investment Advisors, Inc.	Very High 100%	34	34	$2.7M
Post Oak Investment Management, Inc	Very High 65%	22	34	$620K
Queenvest	Low 0%	—	34	$310K
Seagrass Financial, LLC	Very High 76%	26	34	$2.5M
Sequoia Private Wealth Management, LLC	High 38%	13	34	$1.4M
SOF Spectrum Capital Management, LLC	Very High 100%	34	34	$190K
Sorensen Financial Management	Typical 18%	6	34	$520K
Stage Ready Financial Planning	High 41%	14	34	$850K
Taylor Strategic Wealth Management, LLC	High 38%	13	34	$470K
The Ujano Advisory Group LLC	Very High 62%	21	34	$3.4M
Tomassi Financial Planning, LLC	Low 0%	—	34	$680K
VM Jones Financial Consulting, L.L.C.	Typical 32%	11	34	$1.3M
Warden Wealth Management, LLC	Very High 71%	24	34	$770K
Whisper Wealth Builders	Typical 21%	7	34	$280K
WorthWise Financial Partners	High 53%	18	34	$680K
Alliance Wealth Management, LLC	Typical 29%	10	35	$300K
AVA Wealth Management LLC	Very High 89%	31	35	$1.8M
Brilliant Financial Strategies LLC	Very High 66%	23	35	$310K
Campbell Wealth Advisors, LLC	Low 0%	—	35	—
Coleman Advisory, LLC	Low 0%	—	35	$680K
Design Asset Management, LLC	High 46%	16	35	$580K
Doncaster Wealth LLC	High 54%	19	35	$310K
Flight Capital Management, LLC	Very High 71%	25	35	$1.2M
Freedom Day Wealth Management LLC	Low 9%	3	35	$160K
Henington Group RIA LLC	High 57%	20	35	$1.6M
Integrity Private Wealth Advisors, LLC	Typical 23%	8	35	$1.5M
Kraft Financial, LLC	Very High 66%	23	35	$1M
LEEP Asset Management, LLC	High 37%	13	35	$460K
Marathon Wealth Partners, Inc	Very High 71%	25	35	$4M
Megan Rouse Financial Planning	Very High 77%	27	35	$1.3M
NextGen Wealth Counselors Limited Liability Company	Very High 83%	29	35	$3M
NN Investment Advisory, LLC	High 46%	16	35	$200K
Optometry Wealth Advisors LLC	Low 14%	5	35	$230K
Orderly Finance	Very High 80%	28	35	$2.7M
Pettus & Dawkins Financial Group, LLC	Low 0%	—	35	$330K
Pocket Project	Low 0%	—	35	$200K
Pomegranate Financial LLC	Low 6%	2	35	$240K
Reiber Wealth	High 40%	14	35	$600K
Santa Monica Wealth Management, LLC	Typical 23%	8	35	$620K
Simply Steward	High 51%	18	35	$1M
Spindletop Commonwealth Advisors LLC	Very High 63%	22	35	$860K
StrongHaven Capital LLC	Very High 71%	25	35	$540K
Svane Capital, LLC	High 54%	19	35	$810K
TDT Financial Inc	High 54%	19	35	$1.3M
Tomas A. Blanno and Company, LLC	High 46%	16	35	$820K
Tubreauxs Wealth & Legacy Solutions	Low 0%	—	35	$360K
Aquila Wealth Advisors	Very High 81%	29	36	$570K
Benzina Wealth, LLC	High 44%	16	36	$550K
Candor Asset Advisors, LLC	High 56%	20	36	$440K
Carter Capital Management	Very High 78%	28	36	$2M
Clark Financial Planning Services LLC	Low 0%	—	36	—
DBA Fee Only Financial Planning, Inc.	Low 3%	1	36	$2.2M
Fair Oaks Financial LLC	Typical 17%	6	36	$700K
Fit Advisors LLC	High 56%	20	36	$1.8M
Forthright Financial Services	Low 0%	—	36	$110K
Four Seasons Investment Management, Inc.	Typical 19%	7	36	$740K
Good Life Wealth Management LLC	Very High 75%	27	36	$550K
Huron Investment Management, Inc.	High 47%	17	36	$660K
JM Tax & Financial LLC	Low 6%	2	36	$120K
Liberty Wealth Management, LLC	High 50%	18	36	$1.2M
Meraki Advisors LLC	Very High 58%	21	36	$760K
Starkey & Associates, Inc.	Very High 100%	36	36	$690K
Stonebridge Asset Management LLC	Typical 25%	9	36	$630K
T.H. Rapko & Company, LLC	High 44%	16	36	$940K
Treeline Financial Planning	High 47%	17	36	$490K
Wealthy Doctor Institute LLC	Typical 25%	9	36	$250K
46 and 2 Investment Advisors, LLC	High 54%	20	37	$1.4M
BradyCo Financial	Very High 65%	24	37	$4.8M
Eversight Wealth LLC	Very High 81%	30	37	$2.8M
Forward Thinking Wealth Management	Very High 73%	27	37	$1.2M
Gargas Investments LLC	Low 3%	1	37	$240K
Guide Wealth Management	High 43%	16	37	$1.1M
Guzman Wealth Management	Typical 30%	11	37	$570K
Harmony Wealth	Low 5%	2	37	$200K
Hillebrand Financial Planning LLC	Very High 68%	25	37	$1.6M
Imhaus Investment Advisors	High 38%	14	37	$650K
Journey Capital Advisers, LLC	Low 11%	4	37	$420K
Kiely Capital Management, Inc.	Typical 32%	12	37	$1.6M
Optimum Retirement Planning LLC	Very High 86%	32	37	$2.3M
Raymon Capital Advisors, LLC	Typical 30%	11	37	$530K
Schneider Wealth Management	Very High 86%	32	37	$4M
The Planners Professional Services, Inc.	High 35%	13	37	$0
Trinity Asset Management, Inc.	High 46%	17	37	$1.5M
Vested Financial Planning, LLC	Very High 100%	37	37	$4.2M
Wealthsights Investment Management, LLC	Typical 19%	7	37	$780K
Blackwater Financial	Very High 61%	23	38	$1.2M
Bold Vision Financial	Low 0%	—	38	—
Carson Capital	Typical 18%	7	38	$420K
CIC Investment Consultants, LLC	Typical 29%	11	38	$890K
Clarity Financial Design	High 39%	15	38	$1.3M
Clarity Financial Planners	Very High 68%	26	38	$3.4M
Fort Eagle Wealth Management	Low 3%	1	38	$200K
Golden Spread Wealth, LLC	Very High 68%	26	38	$440K
Grand Arbor Advisors	Low 8%	3	38	$220K
Greater Works Wealth	Low 0%	—	38	$250K
Long Planning, LLC	Low 13%	5	38	$480K
MAR Financial	Typical 16%	6	38	$580K
Randall Financial LLC	Low 11%	4	38	$360K
Wealth Management Consultants, LLC	Very High 71%	27	38	$1.9M
Wesley Owen Bales Investment Advisory Service	Typical 26%	10	38	$830K
Apis Wealth, LLC	High 46%	18	39	$1.2M
Calidris Financial, LLC	High 54%	21	39	$1M
Capital Achievements, LLC	Very High 82%	32	39	$3.8M
Capital Asset Management Group, Inc.	Typical 26%	10	39	$690K
Drach Advisors LLC	Typical 28%	11	39	$520K
Flightpath Financial Planning	Typical 15%	6	39	$280K
Gessner Wealth Strategies LLC	High 54%	21	39	$1.5M
Gordon Oak Financial, LLC	Low 3%	1	39	$0
Hankinson Wealth Advisors LLC	High 51%	20	39	$1.4M
III Financial, LLC	Low 3%	1	39	$1.1M
ILS Financial, LLC	Very High 82%	32	39	$290K
KCR Wealth Management, LLC	Very High 77%	30	39	$2.4M
Mark L. Westerman, CPA	Very High 77%	30	39	$1.4M
Mazuelos & Company Wealth Management	Typical 21%	8	39	$1M
Next Generation Wealth Planning, LLC	High 54%	21	39	$1.3M
Nidhi Capital, LLC	Low 0%	—	39	$250K
Rivetti Investment Services, LLC	Low 0%	—	39	$160K
South Texas Advisors for Retirees, LLC	Very High 87%	34	39	$400K
SpringTru, LLC	High 44%	17	39	$740K
Trek Wealth Planning	Typical 21%	8	39	$610K
Windward Partners, L.L.C.	Typical 23%	9	39	$760K
Beacon Bay Asset Management LLC	Low 0%	—	40	$820K
BlueReef Capital	Low 5%	2	40	$120K
Bossert Capital LLC	Very High 65%	26	40	$380K
Boz & Company LLC	Low 13%	5	40	$380K
Buoyant Financial	Low 0%	—	40	$700K
Clanton Financial Partners, LLC	Typical 30%	12	40	$670K
DJP Wealth Management, LLC	Very High 63%	25	40	$2.3M
Earls Financial	Typical 23%	9	40	$600K
Forward Financial Advisors, LLC	Typical 18%	7	40	$570K
GDS Investments, LLC	High 43%	17	40	$490K
Gerdes Energy Research LLC	Low 0%	—	40	—
Global Financial Advisor I, LP	Typical 30%	12	40	$590K
Gratus Wealth Strategies LLC	Very High 75%	30	40	$1.3M
Hazel Ridge Advisors, LLC	Low 0%	—	40	$380K
Impact Financial, LLC	High 40%	16	40	$740K
Kindzia Investments	Typical 30%	12	40	$630K
Long Lake Capital Management, LLC	Very High 58%	23	40	$1.1M
Marin Financial LLC	Low 10%	4	40	$230K
Montebello Avenue	Very High 73%	29	40	$1.4M
Olson Wealth Management	Low 5%	2	40	$270K
Pamela Krueger and Company, Inc.	Low 5%	2	40	$450K
Penn Wealth Management	Low 0%	—	40	$500K
Prometheus Investment Advisors LLC	Typical 23%	9	40	$540K
StoneBridge Wealth Management, LLC	Very High 70%	28	40	$3.4M
Swell Financial	Typical 30%	12	40	$650K
Tucker Wealth Advisory	Low 0%	—	40	—
Upfront Financial Planning, LLC	Low 0%	—	40	$380K
Wendt Financial Advisors, LLC	Very High 68%	27	40	$2.2M
Bigby Financial Planning, LLC	Typical 29%	12	41	$460K
Buff Your Finances	Low 5%	2	41	$240K
Calcagnini Wealth Management, LLC	Very High 85%	35	41	$900K
Classic Financial & Investment Services, Inc.	Typical 29%	12	41	$1M
Comal Wealth Management	High 49%	20	41	$800K
Cross Financial Strategies, LLC	High 46%	19	41	$730K
F3 Wealth Management, LLC	Typical 27%	11	41	$200K
GlacierWealth	Very High 78%	32	41	$770K
Hampel Investment Advisors	Very High 68%	28	41	$2.3M
Lucent Wealth Planning, LLC	Very High 71%	29	41	$2.4M
LVS Advisory LLC	Low 0%	—	41	$540K
Milestone Wealth Strategies	Low 7%	3	41	$200K
Omkara Capital LLC	High 37%	15	41	$980K
Open World Financial Life Planning	Low 0%	—	41	$290K
Pulse Financial Planning	Typical 17%	7	41	$550K
Retirement Roadmap Financial Planning	Very High 90%	37	41	$1.6M
Rockhouse Capital, LLC	High 56%	23	41	$150K
SCW Wealth Management, LLC	Low 0%	—	41	$290K
SPIRE Investment Management LLC	Very High 71%	29	41	$220K
Strategic Financial	Very High 61%	25	41	$1.8M
Summitas Investment Management LLC	Very High 100%	41	41	$3.9M
The Aspen Equity Group	High 56%	23	41	$640K
Truly Unbiased LLC	Very High 80%	33	41	$3M
Tuggle & Russell, L.L.C.	Low 0%	—	41	$350K
W.M. Baker Investments LLC	Low 0%	—	41	$110K
2nd Story Wealth Planners	Low 14%	6	42	$130K
Borges Financial	Very High 69%	29	42	$0
FESTOG Capital, LLC	Typical 24%	10	42	$620K
Focused Capital Investment, LLC	High 43%	18	42	$140K
Fourth Quarter Retirement Strategies, LLC	Low 0%	—	42	—
Future Perfect Planning, LLC	Low 0%	—	42	$1.1M
Gervais Capital Management, LLC	Very High 69%	29	42	$3.5M
Highstreet Financial, LLC	Low 0%	—	42	$410K
Imagine Financial Services	Low 0%	—	42	$310K
KRS Capital Management, LLC	Very High 81%	34	42	$4.5M
Lamb Retirement Solutions LLC	Low 0%	—	42	$73K
Living Room Wealth Management	High 52%	22	42	$1.6M
Oaks Wealth Management	High 33%	14	42	$720K
OBN Wealth Advisors	Low 0%	—	42	$330K
O'Haver Wealth Management, LLC	Low 7%	3	42	$71K
Parabolic Asset Management LLC	Typical 29%	12	42	$560K
Planning Within Reach, LLC	High 45%	19	42	$170K
Plumb Financial	Low 0%	—	42	$250K
Promenade Wealth	High 48%	20	42	$1.9M
Robert Charles Capital Management	Very High 67%	28	42	$2.5M
Rockbound Wealth Management	Low 0%	—	42	$120K
Roth Investment Management, LLC	Low 12%	5	42	$270K
Scott and Associates of Texas, Inc.	Very High 67%	28	42	$390K
Silverback Financial	High 52%	22	42	$2.1M
Sound Capital	Low 0%	—	42	$160K
Vermillion Private Wealth	Low 14%	6	42	$320K
Wealth with Wisdom Advisors, Inc.	Low 0%	—	42	—
Bluemound Asset Management, LLC	High 42%	18	43	$560K
Create Wealth Financial Planning LLC	Typical 21%	9	43	$470K
Cypress Praxis, LLC	Very High 74%	32	43	$2.2M
Elliott Financial, LLC	Low 0%	—	43	$530K
Farrecian Investments Inc	Low 2%	1	43	$270K
Formation Wealth Management	High 53%	23	43	$960K
Investments Plus LLC	Low 5%	2	43	$490K
Ironstream Capital, LLC	High 56%	24	43	$2M
J C Texas Investment Advisors, Ltd.	Very High 93%	40	43	$2.1M
J.P. Capital Management, Inc.	Very High 58%	25	43	$3.9M
Lazarow Wealth Management	Low 9%	4	43	$350K
Murray Investment Management, LLC	Very High 65%	28	43	$3.6M
O'Brien Capital Management, Inc.	High 35%	15	43	$940K
R1 Financial Group	Low 0%	—	43	$500K
Responsive Financial Group, Inc.	Typical 16%	7	43	$1.1M
R & R Financial Services, LLC	Low 0%	—	43	$570K
The J R Baker Group	Typical 16%	7	43	$620K
Valor Financial Planning	Low 0%	—	43	$18K
Balser Wealth Management, LLC	High 50%	22	44	$340K
Berson Money Management	Typical 32%	14	44	$650K
BIAR Legacy, LLC	Low 0%	—	44	$120K
Burgeon Capital	Very High 68%	30	44	$1.7M
Corley Capital LLC	Low 0%	—	44	$450K
Directional Asset Management, LLC	Very High 82%	36	44	$3.1M
Don A. Slabaugh, LLC	High 39%	17	44	$780K
Fata Financial	Typical 30%	13	44	$1.1M
FI-Nancial Planner LLC	Very High 61%	27	44	$500K
Financial Planning Services	Very High 100%	44	44	$2.4M
Gateway Wealth Management, LLC	Typical 27%	12	44	$850K
H Cubed Financial Solutions	Typical 20%	9	44	$670K
Infinity Financial Strategies, LLC	High 34%	15	44	$830K
Kinetix Financial Planning	Typical 30%	13	44	$280K
Kisin Wealth Management LLC	Low 0%	—	44	$120K
Madden Creek Advisors	Very High 100%	44	44	$1M
Marim Wealth Planning	Typical 18%	8	44	$710K
Mark Muecke Capital Management, LLC	High 48%	21	44	$870K
Mission Park Capital, LLC	Low 14%	6	44	$190K
Perpetual Wealth Advisors, LLC	Very High 75%	33	44	$2.1M
Ridgeline Asset Management, LLC	Typical 32%	14	44	$1.3M
Rittmann Capital Management Co	Low 0%	—	44	$3.2M
Rocky Mountain Humane Investing LLC	Low 0%	—	44	$310K
Speight Asset Management, LLC	High 52%	23	44	$2M
WB Financial Services, LLC	Very High 91%	40	44	$0
Wheeler Financial Planning LLC	Low 0%	—	44	$210K
Blue Rock Capital	Typical 16%	7	45	$80K
Clear View Wealth Advisors, LLC	Low 4%	2	45	$530K
Collins/Moody Financial Services, L.L.C.	High 36%	16	45	$780K
Dunphy Wealth Management, Inc.	High 49%	20	46	$300K
F2 Wealth	High 51%	23	45	$450K
Fiducia Wealth Management	Low 11%	5	45	$800K
Forward Wealth Management, LLC	Very High 71%	32	45	$2.1M
Four Corners Financial	Very High 64%	29	45	$2.2M
IQ Trends Private Client Asset Management	High 36%	16	45	$1.4M
Irving Advisory Group, LLC	Low 2%	1	45	$250K
Krammer Financial	High 33%	15	45	$1.4M
Lampe Financial Group LLC	High 47%	21	45	$1.2M
Plan For Your Goals, LLC	Low 9%	4	45	$220K
Pottle Financial Services, Inc	High 36%	16	45	$1.4M
Progeny Wealth Management LLC	Low 0%	—	45	$420K
Randolph & Associates, LLC	Low 11%	5	45	$250K
Sawyer Capital Management	High 33%	15	45	$2.6M
Scenic Wealth Management, LLC	Very High 60%	27	45	$1.4M
Servant Capital Advisors	Very High 78%	35	45	$2.3M
Snowcap Financial	Low 0%	—	45	$240K
Synergy Wealth Advisors, LLC	Typical 16%	7	45	$440K
Colsara National Wealth Management LLC	Typical 22%	10	46	$560K
Corcoran Wealth Management LLC	Low 0%	—	46	$58K
Ebersole Financial LLC	Very High 70%	32	46	$1.7M
Fish Creek Value Management, LLC	Very High 74%	34	46	$210K
Lodestar Wealth, LLC	Typical 24%	11	46	$270K
Lotusment Advisors, LLC	Low 0%	—	46	$180K
Montgomery Wealth Management, LLC	Typical 20%	9	46	$470K
Priority Investment Management LLC	Low 0%	—	46	$160K
PVA Financial, LLC	Very High 67%	31	46	$2M
Schulz Financial, LLC	Very High 91%	42	46	$1M
Shadow Wealth Management, LLC	Typical 22%	10	46	$430K
Blue Tower Asset Management, LLC	High 45%	21	47	$1.1M
Brae Head, Inc.	High 47%	22	47	$1.8M
Buswell Associates, Inc.	Low 0%	—	47	$720K
Cedarline Capital	Typical 15%	7	47	$460K
Clio Asset Management LLC	Very High 100%	47	47	$2.7M
Core Capital Management, LLC	Typical 26%	12	47	$870K
Fair Asset Management, LLC	Very High 66%	31	47	$2.5M
Family Retirement LLC	High 36%	17	47	$470K
Foundations Financial Planning, LLC	Typical 17%	8	47	$640K
Humane Investing, LLC	High 45%	21	47	$470K
Jeff Elliott, CFP®	High 36%	17	47	$480K
Milestone Money	Very High 62%	29	47	$1.2M
Polaris Asset Management LLC	Very High 64%	30	47	$1.1M
Poplar Global Wealth Management LLC	High 36%	17	47	$1.2M
Quabbin Advisors	Very High 77%	36	47	$2.3M
Reflective Financial	Low 0%	—	47	—
Sahni, Inc.	High 49%	23	47	$660K
Summit Advisor Group	High 38%	18	47	$990K
West Pine 43 LLC	Very High 68%	32	47	$480K
Avista Wealth Management	Typical 21%	10	48	$580K
Baskets Capital LLC	Low 0%	—	48	$290K
Beyond Financial Planning, LLC	High 38%	18	48	$1M
Blair Hall Advisors, LLC	Very High 90%	43	48	$2.9M
Crystal Brook Advisors	Low 0%	—	48	$380K
Eight Ventures Private Wealth Management	High 50%	24	48	$1.2M
Emory Wealth LLC	Low 13%	6	48	$250K
ETF Strategies, LLC	Low 2%	1	48	$220K
Forever Financial Advisors, LLC	High 56%	27	48	$1.5M
Haven Financial Advisors	Very High 63%	30	48	$1.8M
I Am, Inc.	Low 8%	4	48	$0
Ladin Financial Group, Inc.	Low 0%	—	48	$270K
Olson, Cross & Alamo Advisors LLC	Very High 73%	35	48	$1.6M
PharmD Financial Planning LLC	High 44%	21	48	$730K
Stanhouse Financial Planning and Management, LLC	High 46%	22	48	$690K
Wealth Script Advisors	Very High 90%	43	48	$1.9M
WealthUnite Advisors, LLC	Very High 75%	36	48	$1.3M
Anchored Wealth	Typical 29%	14	49	$200K
BKS Wealth LLC	High 53%	26	49	$430K
Earn Into Wealth Strategies	Typical 18%	9	49	$700K
Focused Mission Financial	High 43%	21	49	$1.3M
Legacy Financial Designs	Low 14%	7	49	$630K
Lunsford Financial Planning, Inc.	Typical 31%	15	49	$930K
Meritage Wealth Management	High 55%	27	49	$1M
Michael J.D. McCall, LLC	High 39%	19	49	$1.2M
Mueller Wealth Advisors	Very High 88%	43	49	$780K
Pelican Wealth Management	Low 8%	4	49	$240K
Raise Financial Advisors LLC	Typical 16%	8	49	$370K
Silvis Financial	Typical 18%	9	49	$750K
Sirius Wealth Management Strategies, LLC	Very High 90%	44	49	$2.2M
Slaton Capital Advisors	Typical 29%	14	49	$400K
Tarascio Financial Planning, LLC	Typical 20%	10	49	$360K
The Wealth Collective, LLC	High 49%	24	49	$800K
Townsend Financial	High 55%	27	49	$1M
Trella Wealth	Typical 16%	8	49	$390K
Voyage Wealth Management, LLC	Very High 82%	40	49	$3.5M
Wise Wealth Management	Low 0%	—	49	$130K
Acadia Wealth Advisors	Low 0%	—	50	$820K
Athletes Financial Advisers, LLC	Typical 30%	15	50	$1.3M
Blueprint Capital Group LLC	Low 2%	1	50	$120K
Crimson Oak Wealth Management, LLC	Typical 28%	14	50	$780K
Diversified Global Investment Strategies, LLC	Low 0%	—	50	$650K
Donahue Financial Group	Low 10%	5	50	$1.7M
Edwards Premier Financial	Low 10%	5	50	$30K
Fisher Financial Strategies	Very High 74%	37	50	$0
Frisco Financial Planning	Very High 86%	43	50	$2.6M
Gallatin & Company, LLC	High 52%	26	50	$1.9M
Global Wealth, LLC	Typical 30%	15	50	$340K
JK PWA LLC	Typical 18%	9	50	$260K
Luke Financial Company, LLC	Low 0%	—	50	$90K
Manna Wealth Strategies, LLC	Typical 18%	9	50	$240K
New Spring Financial Planning, LLC	High 36%	18	50	$1.1M
Old Vine Capital	Very High 60%	30	50	$3M
Parkmount Financial Partners LLC	Typical 30%	15	50	$810K
Patrick Capital Management	Low 0%	—	50	$280K
Perry Investment Management, LLC	Low 6%	3	50	$540K
Pine to Palm Financial, LLC	Low 0%	—	50	$190K
PRS Wealth Management	High 40%	20	50	$1.3M
PVB Wealth Management, LLC	Very High 58%	29	50	$360K
Reach Strategic Wealth LLC	Typical 16%	8	50	$430K
Richie Capital Group	Very High 100%	50	50	$230K
SAC Investment Management LLC	High 50%	25	50	$1.3M
Steele Investment Counsel, Ltd.	Typical 26%	13	50	$1.7M
Sycomore Financial	Typical 20%	10	50	$280K
Vivid Wealth Management LLC	Low 0%	—	50	—
Baker Asset Management, LLC	Typical 27%	14	51	$650K
Birnam Wood Capital, LLC	Very High 100%	51	51	$1.4M
Blue Chip Financial Planning, LLC	Typical 18%	9	51	$680K
Bullock Capital Alliance, Inc.	Very High 59%	30	51	$1.9M
Chambers Financial Consulting	Typical 16%	8	51	$550K
Cobalt Private Wealth LLC	Low 0%	—	51	$480K
Devotion Capital Management	Low 0%	—	51	$750K
Elite Wealth Partners, LLC	Low 0%	—	51	$190K
Gateway Wealth Management, LLC	Typical 24%	12	51	$950K
OmniDivitia Wealth Management, Inc.	Low 14%	7	51	$280K
Poydras Capital Partners	High 33%	17	51	$510K
Saliba Asset Management L.L.C.	High 45%	23	51	$930K
Sky Vision Wealth, LLC	Typical 24%	12	51	$690K
Wealth Transitions, LLC	High 47%	24	51	$900K
Winged Wealth Management and Financial Planning	High 45%	23	51	$890K
Avance Private Wealth LLC	High 46%	24	52	$1.1M
Baskin Financial Planning	Typical 15%	8	52	$560K
Clarity Financial	High 37%	19	52	$550K
CS Ellis	Typical 19%	10	52	$320K
Dhamma Capital	High 46%	24	52	$1.5M

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