HNW client percentage for Supported firms serving clients in California

Supported firms active in California 1,474 firms

Very Low 0%-12%

Low 12%-26%

Typical 26%-42%

High 42%-64%

Very High 64%-100%

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

Median: 34%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Afh Asset Management, Inc.	—	—	—	—
Aladino Financial Services, Inc.	—	—	—	—
Alders Financial Solutions	—	—	—	—
Altitude Financial Planning	—	—	—	—
AmeriVet Securities, Inc.	—	—	—	—
API Capital, LLC	—	—	—	—
Atlas Grove Capital LLC	—	—	—	—
Castle Group Investment Counsel, Inc.	—	—	—	—
Chaos Solved, Inc.	—	—	—	—
Clarity Wealth Partners	—	—	—	—
ClassicCPA	—	—	—	—
Eagle Equity Holdings, LLC	—	—	—	—
Earnings Investment Co.	—	—	—	—
Exceptional Wealth & Family Office	—	—	—	—
Exemplar Wealth Advisors, LLC	—	—	—	—
Financial Planning Consultants, LLC	—	—	—	—
Financial Synergistics Group, Inc.	—	—	—	—
Full Focus Capital Management	—	—	—	—
Gebhart & Associates, Inc.	—	—	—	—
Global Predictions Inc	—	—	—	—
Grantd Wealth, Inc.	—	—	—	—
Greystone Wealth Management LLC	—	—	—	—
Guanill Wealth Management	—	—	—	—
Guide My Finances	—	—	—	—
Hastie Financial Group	—	—	—	—
Insight Financial Advisors	—	—	—	—
Jensen Capital Asset Management	—	—	—	—
Kolb Wealth Management, LLC	—	—	—	—
Kramer Investment Advisors, Inc.	—	—	—	—
Leges Wealth Management LLC	—	—	—	—
Meredith Dekker Financial Services, LLC	—	—	—	—
MMM Capital Ventures	—	—	—	—
Money & Clarity	—	—	—	—
Money Strategies, Inc.	—	—	—	—
Nevada Retirement Planners, LLC	—	—	—	—
NorthWoods Financial Partners LLC	—	—	—	—
Onward Advisors LLC	—	—	—	—
Penmar Wealth Management LLC	—	—	—	—
Pinnacle Capital Advisors	—	—	—	—
Prosperent Capital, LLC	—	—	—	—
Pruvise	—	—	—	—
ScholarDog	—	—	—	—
Scottsdale Capital Advisors Corp	—	—	—	—
Shah Wealth Advisors	—	—	—	—
Sutter Capital Partners, LLC	—	—	—	—
Waypoint West	—	—	—	—
WBB Securities, LLC	—	—	—	—
World Capital Management	—	—	—	—
Xinde Asset Management Limited	—	—	—	—
Leyland Cypress, LLC	Very Low 0%	—	1	$400K
Pacrim Advisory Services	Very Low 0%	—	1	—
SharMarc Financial Advisors, Inc.	Very Low 0%	—	1	$0
Financial Planning Consultants	Very Low 0%	—	2	—
FHWV Financial LLC	High 50%	2	4	$260K
Antigravity Investments	Very Low 0%	—	2	$17K
Dauntless Advisory, LLC	Very High 100%	3	3	$870K
DHL Wealth Management LLC	High 50%	2	4	$1.9M
Essex Advisory	Very Low 0%	—	2	$3.9M
Farm and Community Advisory	Very High 100%	3	3	$480K
Five Stone Capital, LLC	High 50%	1	2	$230K
Vanda Research Corp	Very High 100%	2	2	—
Callahan & Callahan Asset Management, Inc.	Very High 100%	3	3	$370K
Capital Intelligence Advisors, Inc.	Very Low 0%	—	3	—
Your Path Financial LLC	Very High 100%	3	3	$820K
Oak Tree Securities, Inc.	Very Low 0%	—	5	$740K
Osage Pacific Advisors, Inc.	Very Low 0%	—	5	$180K
Douglas Capital Advisors	Very Low 0%	—	4	$25K
Fort Ross Capital Management, LLC	Very High 100%	4	4	$1M
Investment Management Solutions, Inc.	Very Low 0%	—	4	$3.4K
Kun Lun Development Corporation	Very High 100%	4	4	$1.7M
Polestar Capital LLC	Very High 100%	4	4	$280K
Ambastha Financial LLC	Very High 100%	5	5	$1.2M
Evolution Global Advisors, LLC	Very High 100%	5	5	$400K
Molano Wealth Management	Very Low 0%	—	5	$160K
The Tilted Funds Group, LLC	Very Low 0%	—	5	$160K
Strider Capital, LLC	Very High 100%	8	8	$6.1M
Gold Path Investment Group	Very Low 0%	—	3	$67K
Independent Wealth Solutions	Very Low 0%	—	6	$880K
JC&Company	Very High 67%	2	3	$980K
Pension Maxima Investment Advisory, Inc.	Typical 33%	3	9	$270K
Steward Family Office, Inc.	Very Low 0%	—	3	—
Dynamique Capital Advisors	Very High 100%	10	10	$2.5M
Greyfox Investors LLC	Very Low 0%	—	7	$230K
IFMGroup	Typical 29%	2	7	$570K
Investamily, LLC	High 57%	4	7	$330K
Maxiam Capital, LLC	Very High 100%	7	7	$3.4M
Sagewater Wealth Management LLC	Very High 100%	8	8	$520K
Tayan Capital Management, LLC	Very High 100%	8	8	$2.1M
D'Arcy Wealth Management, Inc.	Very Low 0%	—	9	$150K
GAMA Wealth Management, LLC	Very High 100%	9	9	$3.3M
Owlsense Wealth & Legacy Advisors LLC	Low 22%	2	9	$440K
Strive Retirement Group	Low 14%	2	14	$430K
Wittlin Advisory	Very High 100%	14	14	$21M
ConvexBeta Investments, LLC	High 50%	5	10	$1.8M
Cornell Capital Group LLC	Very High 100%	15	15	$5.4M
Divergent Capital Asset Management LLC	High 50%	10	20	$2M
DT Investments I LLC	Very High 90%	9	10	$3.7M
RLS Private Wealth Consulting, Inc.	Very Low 0%	—	10	—
Sumnicht & Associates, LLC	Very High 100%	10	10	$11M
Asia Global Asset Management, Inc	Very Low 0%	—	22	—
Avant Garde Capital	Very High 73%	8	11	$51K
Benari Capital, LLC	High 55%	6	11	$1.5M
BMMS Wealth Advisory LLC	Very Low 0%	—	22	—
Higgins Capital Management, Inc.	High 55%	6	11	$700K
Israilov Financial	Very Low 0%	—	11	—
Muse Capital Management LLC	Typical 36%	4	11	$8.6M
Nest Egg Financial Advisors	Very High 100%	11	11	$3.4M
Paraiba Wealth Management LLC	Very High 100%	11	11	$1.8M
401 Financial	Very Low 0%	—	12	—
Grantd Wealth, Inc.	Low 22%	4	18	$180K
Zeller Kern Business Advisors	Very Low 0%	—	12	—
Dunvegan Associates Inc	Very High 100%	13	13	$4.1M
Gupta Partnership	Very High 100%	13	13	$1.6M
JS Alan, LLC	Very Low 0%	—	13	$1.2M
Prossimo Advisors LLC	Very High 100%	26	26	$7.8M
The Wealth Collaborative	Very Low 0%	—	13	$110K
Upholdings	Very High 100%	13	13	$3.9M
Aggregate Financial Services, Inc.	Very Low 0%	—	27	$130K
Ridge Capital Advisors, LLC	Typical 30%	8	27	$170K
BRsquared L.L.C.	Very High 86%	12	14	$1.3M
Hawk Advisory LLC	Very Low 0%	—	7	$0
Lindsey Financial, Inc.	Very High 93%	13	14	$0
Mapleton Capital Management, LLC	Very High 100%	21	21	$1.8M
Obran Capital Advisors LLC	Very Low 0%	—	28	$490K
QST Capital LLC	Typical 36%	5	14	$190K
Sharper Image Financial Services, LLC	Low 14%	2	14	$130K
Solomon and Associates LLC	Very High 64%	9	14	$720K
T.I.P.S. 4 Reps	Typical 29%	2	7	$770K
Wealth Innovation	Very High 100%	14	14	$910K
Crew Wealth Management	Very Low 0%	—	15	—
KYUR, Inc.	Very Low 0%	—	15	$660K
R.M. Duncan Capital Management Corporation	Very Low 0%	—	15	$890K
HG Wealth Partners LLC	Very Low 0%	—	23	$410K
Scope Wealth Management	Very Low 0%	—	23	$310K
Aegis Asset Management, Inc.	High 63%	5	8	$610K
Catey, Inc.	Very High 88%	14	16	$580K
Catton Capital Partners, LLC	High 44%	7	16	$2.5M
C. E. Skowrup & Co.	Very High 75%	6	8	$2.2M
Leppla Capital Management LLC	Very High 75%	6	8	$1.7M
Shifting the Culture Wealth Partners LLC	Very Low 0%	—	16	$120K
Sierra Legacy Group	High 58%	14	24	$6.4M
Uprise Advisers LLC	Very Low 3%	1	32	$0
Maxwell Financial Group, Inc	Low 20%	5	25	$150K
BOS Taurus	High 47%	8	17	$1M
Wismar Financial	Very Low 0%	—	17	$320K
X and Y Advisors, Inc.	High 59%	10	17	$1.1M
Cunningham Investment Management, LLC	High 62%	16	26	$420K
GT Investment Management, LLC	Very High 100%	35	35	$160K
AG Wealth Management, PLLC	High 56%	10	18	$770K
AlphaNext, LLC	Typical 33%	9	27	$2.5M
Corrigit Capital Group	High 44%	8	18	$1.2M
Kisher Capital, LLC	Very Low 0%	—	27	$200K
Lynch Financial Group	Typical 33%	6	18	$420K
Seven Mile Advisory LLC	Very High 100%	36	36	$12M
TechView Wealth Advisors LLC	Very Low 0%	—	18	$280K
XO Capital LLC	Very High 100%	18	18	$8.1M
The Pacific Group	High 54%	15	28	$650K
Acela Capital Management, LLC	Very High 89%	17	19	$2M
Azimuth Wealth Advisors	High 53%	10	19	$1.3M
Blue Marlin Advisors, LLC	Very Low 0%	—	19	$300K
Mayfield Advisors, Inc.	High 61%	23	38	$3.7M
Upbeat Wealth	Very Low 0%	—	19	$770K
Legacy Financial Group	Typical 34%	10	29	$690K
Contrary Legacy LLC	Very High 100%	20	20	$7M
Forth Capital (USA), LLC	Low 13%	5	40	$490K
JMN Investment Management LLC	Very High 70%	7	10	$1.6M
Lawrence Russell and Company	Very Low 0%	—	10	$0
Mavros Capital Management, LLC	Very High 100%	10	10	$3.2M
Pacific Spirit Investments LP	Typical 30%	6	20	$970K
Rimac	Very Low 10%	2	20	$380K
Salt Capital Wealth Management, LLC	Very High 100%	20	20	$160K
Sophronia Wealth Advisors	Typical 30%	3	10	$780K
Certis Capital Management, Inc.	Very High 100%	31	31	$8.3M
HIP Investor, Inc.	High 52%	16	31	$690K
Bass Rocks, LLC / Bass Rocks Asset Management	Very High 95%	20	21	$780K
North Coast Asset Management, Inc.	Typical 38%	8	21	$760K
Unity Wealth Partners	High 52%	11	21	$340K
Pendragon Capital Management, Inc.	High 42%	18	43	$1M
Eckel Financial Advisors	High 50%	11	22	$1.3M
Garhwal, Chan & Williams Inc.	Very High 100%	22	22	$5.5M
Heights LLC	Very High 100%	11	11	$15M
Jones Kertz & Associates, Inc.	Very High 80%	35	44	$5.3M
Life UnLocked Partners LLC	Very Low 0%	—	33	$330K
Nautica Asset Management LLC	Very Low 0%	—	22	$36K
Vaughn Investment Advisors Inc	High 45%	10	22	$2M
Spearhead Advisors, LLC	Typical 31%	14	45	$680K
Crane Investments Inc	Very Low 0%	—	34	$260K
Lavelle Capital	Very High 100%	34	34	$9.5M
Bollinger Capital Management, Inc.	Very High 78%	18	23	$1.7M
Church Organizers Foundation	Very Low 0%	—	35	$250K
RightWise Wealth	Very Low 0%	—	35	$220K
Global Key Advisors	Very High 66%	31	47	$540K
HAPPYRICH Capital	High 50%	24	48	$910K
Legion Private Wealth Management	High 58%	14	24	$200K
Marsha Lee & Company,Inc.	Very High 100%	24	24	$1.4M
Safe Money Inc.	Low 13%	3	24	$780K
Skorheim Wealth Management, LLC	Very Low 4%	1	24	$2.8M
Boracchia Wiviott Wealth Partners LLC	Very High 92%	23	25	$410K
Fortuna Investors LLC	Typical 26%	13	50	$420K
Pilot Retirement Advisors	Very High 100%	25	25	$1.7M
PointOne Family Office	Very High 68%	17	25	$13M
Redmount Capital Partners LLC	High 44%	11	25	$750K
Shining Rock Advisors LLC	Very High 92%	23	25	$6M
Simple Life Financial	Typical 40%	10	25	$1.4M
Vita Planning Group LLC	High 48%	24	50	$1.4M
WealthValues, LLC	Very High 100%	25	25	$19M
White Stork Asset Management LLC	Very Low 0%	—	25	$110K
Elevate Capital Management, L.L.C.	Very High 67%	26	39	$1.2M
Gatens Financial, LLC	High 58%	15	26	$1.6M
Innovation Partners LLC	Very Low 0%	—	26	$830K
La Jolla Institute for Wealth Management	Very High 72%	28	39	$1.2M
LPM Advisors, LLC	Very Low 0%	—	26	—
Miltonian Capital Management, LLC	Very High 69%	18	26	$1.7M
Mission Street Wealth Planning	Very Low 0%	—	39	$1.1M
Pantheon Wealth Planning	Very High 100%	26	26	$0
Professional Financial Advisors Inc	Very Low 0%	—	26	$910K
Seaport Wealth Management	Very Low 0%	—	26	$130K
Vela Consulting, LLC	Very High 100%	53	53	$890K
District Capital Management, LLC	Typical 33%	13	40	$710K
D & T Financial Advisors, Inc.	Very High 68%	27	40	$2.2M
Pinnacle Portfolio Advisors	High 53%	21	40	$4.3M
Zor Capital, LLC	High 50%	20	40	$740K
Cantata Wealth Management, LLC	Very High 70%	19	27	$3.2M
Foundation Wealth Planning	Very Low 7%	2	27	$290K
Quantitative Financial Strategies	Very High 81%	22	27	$5.8M
Sunnybranch Wealth LLC	Very High 70%	19	27	$1.1M
Karel Capital, Inc.	High 63%	26	41	$2.7M
Adviser Alliance, LLC	Very Low 0%	—	28	$210K
AK Global Asset Management, LLC	Very High 100%	28	28	$3.3M
Bruin Wealth Advisors LLC	High 61%	17	28	$1.1M
Cedar River Capital, LLC	Very High 82%	23	28	$1.9M
Charles Fish Investments, Inc.	Very Low 0%	—	42	$7.8M
Financial Vision LLC	Very High 100%	28	28	$2.8M
Monetary Management Corporation	Typical 39%	11	28	$940K
Money Positive	Very Low 0%	—	28	—
Olson Consulting LLC	Very Low 0%	—	28	$790K
OM Pacific Capital LLC	Very High 100%	14	14	$1.2M
Ratio Capital	Very Low 0%	—	42	$320K
Blackfield Capital Management LLC	Very High 100%	29	29	$1.9M
Desert Wealth Management LLC	Typical 31%	9	29	$1.7M
Springreef LLC	Very High 100%	29	29	$0
The Blackmont Group	Very Low 7%	2	29	$310K
The Delta Group	Typical 41%	12	29	$1.7M
Aqua Capital Advisors	High 55%	24	44	$3.3M
GROW Funds LLC	Very High 77%	34	44	$1.3M
PARK, MILLER, LLC	High 52%	23	44	$7.7M
Prospera Capital Management, LLC	Very High 84%	37	44	$7.8M
Sanctuary Financial Planning, LLC	Very High 82%	36	44	$2.3M
SVL Investment Management	Very Low 11%	5	44	$380K
Chimera Wealth	Low 20%	9	45	$370K
Filigree Wealth Advisors, LLC	High 60%	27	45	$4.6M
Integrous	Very Low 0%	—	15	$260K
Stack Asset Management	Typical 37%	11	30	$690K
Thompson & Thompson Investment Advisors, Inc.	Low 23%	7	30	$910K
Warm Springs Advisors Inc.	Very High 100%	15	15	$8.8M
Optimist Capital	Very High 64%	39	61	$1.3M
Synchronous Wealth Advisors LLC	Very High 100%	61	61	$4.7M
Vincimus Capital, LLC	High 63%	29	46	$3.3M
Borris Nii & Company	Very High 100%	31	31	$1.3M
Coronado Investment Advisors, LLC	Typical 26%	8	31	$490K
Java Wealth Planning	Typical 26%	8	31	$660K
Pursue Wealth Partners, LLC	Very High 84%	26	31	$7M
Qmulate	Very Low 6%	2	31	$190K
Decca Private Wealth Management, Inc.	Very Low 9%	4	47	$150K
Bates Wealth Management, LLC	Low 13%	4	32	$480K
Benningfield Financial Advisors, LLC	Very High 100%	48	48	$5.8M
Bridge the Gap Retirement Planners	High 63%	20	32	$1.5M
Herges Capital Management	Low 22%	7	32	$810K
McMillan Analysis Corporation	High 60%	29	48	$490K
R Tech Advisors, Inc.	Low 25%	8	32	$150K
Wolfson Wealth Management	Low 16%	5	32	$660K
Consolidated Financial Management Corp.	Very Low 0%	—	65	—
Harrison Lazarus Advisors, Inc.	High 58%	19	33	$1.6M
Lanes Wealth Management LLC	Very High 76%	25	33	$2.2M
Lucey Wealth Advisors LLC	Low 12%	4	33	$460K
Poder Wealth Advisors	High 55%	18	33	$370K
Satori Wealth Management, Inc.	High 58%	19	33	$2.2M
M2 Capital Advisors	Low 24%	12	50	$380K
Snow Financial Management, LLC	Very High 70%	35	50	$2M
Tamarind Financial Planning	Very High 80%	40	50	$0
Van Nostrand Wealth Management LLC	High 58%	29	50	$1.2M
Apricity Financial, LLC	High 49%	33	67	$1.4M
21 West Wealth Management LLC	Very High 82%	28	34	$3.8M
Diversified Planning Concepts, Inc.	High 53%	18	34	$1.1M
Iliad Wealth Solutions	Very Low 2%	1	51	$110K
Oberlin Wealth Partners, LLC	Very High 76%	13	17	$1.2M
Centurion Counsel Inc	Very Low 0%	—	52	$1.1M
AG Asset Advisory, LLC	Very High 94%	33	35	$12M
AIS Asset Management	Very Low 0%	—	35	$230K
Envest Advisors, LLC	Very Low 2%	1	53	$140K
New River Investments	Low 17%	9	53	$470K
Northern Monarch Capital LLC	Low 23%	16	71	$570K
VIM Wealth Management, LLC	Very High 70%	50	71	$440K
Vital Capital LLC	Low 21%	15	71	$940K
Bellwether Capital Management LLC	Very High 81%	29	36	$1M
Dorsey Wealth Management, LLC	High 44%	16	36	$1.6M
Evolve Investing LLC	High 42%	15	36	$1.9M
Galliott Capital Advisors, LLC	Very High 71%	51	72	$1.6M
ImpactAdvisor LLC	High 59%	32	54	$1.3M
Marathon Financial Advisors	Very High 78%	28	36	$1.9M
Moreno Capital	Very Low 0%	—	18	$2.1M
Stonebridge Capital Management NW, LLC	High 44%	16	36	$1.4M
Stout Capital Management LLC	High 61%	22	36	$2.1M
TARA Wealth	Typical 28%	10	36	$370K
Evolve Wealth Advisors LP	Very High 65%	36	55	$930K
Hall Capital, LLC	Very High 86%	32	37	$4.7M
Haywood Wealth Management	Very Low 0%	—	37	$310K
Knight and Company Wealth Advisors, LLC	Typical 35%	13	37	$1.5M
M Stevens Wealth Advisors, LLC	Very Low 8%	3	37	$190K
Westlake Wealth Management LLC	Typical 36%	27	74	$1M
Atorie Advisors, LLC	Very Low 0%	—	19	$1.2M
Glenmore Financial, Inc.	High 47%	18	38	$850K
Pacific Crest Financial Advisors, LLC	High 44%	25	57	$1.4M
Steward Inc.	High 42%	16	38	$1.7M
Wealthboost Advisors, LLC	Very High 84%	32	38	$1.8M
Hyphen Wealth Management	High 59%	34	58	$2.2M
Altos Financial Management, LLC	High 59%	23	39	$750K
Cyclus Wealth Management	Very Low 10%	4	39	$590K
East Rock Financial Services, LLC	Very High 87%	34	39	$3.5M
Macroclimate LLC	Very High 69%	27	39	$5.4M
Pinyon Pine Capital LLC	Very High 100%	39	39	$1.2M
Premier Financial Planning, Inc.	Typical 38%	15	39	$1.3M
Thomas Story and Son LLC	Very High 72%	28	39	$8.3M
ClearPath Capital Partners LLC	Very High 85%	50	59	$2.7M
Theory Planning Partners	Very Low 8%	5	59	$560K
Process Design Capital Management LLC	Typical 33%	26	79	$990K
Adams Ashby Financial Advisors	Very High 70%	28	40	$12M
Ascension Wealth Partners, LLC	Very High 98%	39	40	$3.4M
DeVore Financial Advisors LLC	Typical 35%	14	40	$1.3M
InsideOut Wealth Strategies, LLC	Low 25%	15	60	$880K
Prudent Prospera Planning, Inc.	Very Low 0%	—	40	—
Tolton Asset Management, LLC	Very Low 0%	—	40	$900K
Torrey Pines Financial, Inc.	Very Low 8%	3	40	$650K
Triad Investment Management, LLC	High 63%	25	40	$2.7M
Margo Park Financial	Low 15%	9	61	$550K
Applied Wealth Management	Very Low 9%	7	82	$560K
Peak Financial Planning	High 45%	37	82	$1.1M
Ventura Advisors	Very Low 0%	—	41	$2M
Veritas Wealth Partners, LLC	Very High 78%	32	41	$3.1M
Rutherford Investment Management	Very High 76%	47	62	$3.7M
MCM Wealth	Very High 83%	69	83	$2M
Silicon Private Wealth, LLC	High 57%	47	83	$2.1M
Blueprint Investing LLC	Very High 100%	42	42	$10M
CSJ Wealth Management, LLC	High 48%	10	21	$3.1M
Long Family Office	Typical 26%	11	42	$1.2M
Outwing Private Wealth Management	Very High 100%	21	21	$16M
QCI Partners LLC	High 52%	22	42	$1.9M
Thryve Wealth Management	Very High 69%	58	84	$3.5M
USA Asset Management, LLC	Very High 67%	28	42	$750K
Yarash Global Solutions Inc.	Very Low 0%	—	21	$140K
Cedar Wealth Management	Very High 77%	49	64	$4.2M
Mundoval Capital Management, Inc.	High 44%	28	64	$870K
Attainable Wealth	High 44%	19	43	$1.1M
Bakos Investment Management	High 56%	24	43	$2M
GCB Private Wealth	Typical 33%	14	43	$800K
McMahan Capital Management	Very High 72%	31	43	$3.2M
Trio Wealth Management, LLC	High 57%	49	86	$1.6M
Positive Delta Asset Management LLC	Very Low 11%	7	65	$500K
AKPRIDE Financial Services	Low 20%	9	44	$560K
BKB Financial Advisors, LLC	Very Low 0%	—	44	—
Clearview Financial, Inc.	Very High 91%	40	44	$2.3M
Concert Financial Planning, LLC	Typical 34%	15	44	$650K
Elevate Planners	Typical 27%	12	44	$590K
Filippini Investment Advisory	Low 14%	6	44	$460K
Fleming Financial Advising	High 50%	22	44	$1.5M
Mcfarland Associates	Typical 41%	18	44	$1.9M
Palo Seco Wealth Management	Very Low 0%	—	44	$300K
Uplevel Wealth	Very High 84%	37	44	$2.6M
Wang Financial, LLC	Very High 70%	31	44	$1.5M
Lexington Avenue Capital Management, LLC	Typical 31%	21	67	$1.1M
Eddy Financial, LLC	Typical 40%	18	45	$1.4M
Granite Capital Wealth Management LLC	Very High 100%	45	45	$670K
Seasonal Strategy	Very High 64%	29	45	$1.5M
Upstart Wealth Management, LLC	Very High 67%	61	91	$4.2M
Guiding Wealth Management, LLC	Typical 29%	20	69	$860K
King Financial	Very High 86%	59	69	$1M
Stableford Capital LLC	High 54%	50	92	$3.2M
NEOKAI Capital	Typical 41%	29	70	$620K
Strong Bridge Advisors LLC	Very High 97%	68	70	$880K
Balancing Life Financial Planning	Very Low 0%	—	47	$410K
Doheny Asset Management, L.L.C.	Very High 70%	33	47	$3.9M
Prime Capital Equities LLC	Typical 30%	14	47	$1.1M
Elevate Wealth Advisors, LLC	Low 15%	11	71	$270K
Twenty-Five Capital Partners	Typical 28%	20	71	$770K
3 Factor Indexing, LLC	Very High 83%	40	48	$4M
ACE Wealth Management LLC	Typical 31%	15	48	$300K
Bourke Wealth Management	High 48%	46	96	$1.5M
Fiduciary Architects LLC	Very Low 0%	—	48	$270K
Hill Country Kingdom Advisors	Low 25%	12	48	$210K
Halcyon Investment Advisor	Very Low 0%	—	73	$680K
Emancipare Investment Advisors	Very Low 0%	—	49	$0
Fairway Capital Advisors	High 59%	29	49	$1.4M
Hawkins Investment Counsel, LLC	High 51%	50	98	$1.7M
Longhouse Wealth Management	Typical 39%	19	49	$140K
Shepherd Street Advisors	Very High 78%	38	49	$2.6M
Ward & Associates	Very High 82%	40	49	$3.7M
Docsa Capital Management, Inc.	Typical 38%	28	74	$1.3M
Fairway Asset Management, LLC	Low 15%	11	74	$930K
Mok Capital Management	Typical 32%	24	74	$860K
10 Star Asset Management	Typical 26%	13	50	$650K
7Summit Advisors, LLC	Low 20%	5	25	$1M
Conquis Financial LLC	Very High 80%	40	50	$5.6M
Financial Equations Advisors, Inc.	Very Low 0%	—	50	$230K
Firebrand Wealth Management, LLC	Low 21%	21	100	$790K
Jade & Cowry LLC	High 50%	25	50	$1.3M
Lava Creek Capital Management, LLC	Typical 34%	17	50	$1.5M
Season Investments, LLC	High 49%	37	75	$1.5M
South Bay Financial Partners	High 54%	27	50	$2.3M
Vantage Wealth Management LLC	Very High 100%	50	50	$1.1M
Sky Vision Wealth Management Corp.	Low 21%	16	76	$590K
Aligned Advisors	Very High 100%	51	51	$440K
Bona Fide Finance	Low 16%	8	51	$310K
Naylor & Company	High 42%	43	102	$1M
Onitus Capital, LLC	Typical 35%	18	51	$120K
Baer Investment Advisory LLC	Very High 65%	50	77	$1.5M
OPPOQUEST	High 43%	33	77	$540K
77 Financial Group	Very Low 0%	—	78	$350K
Enspire Wealth Management, LLC	High 56%	29	52	$2.1M
Meddent Solutions	Very High 100%	26	26	$1.1M
Taursas Investments	Typical 27%	14	52	$730K
Tidwell Wealth Management LLC	Typical 31%	24	78	$1.2M
Verity Wealth Advisors, LLC	Very High 77%	40	52	$5.4M
Fyooz Financial Planning	High 47%	37	79	$750K
Gallatin Financial Advisors, LLC	Very High 82%	65	79	$600K
Birchwood Capital	High 57%	30	53	$2M
Caruso Family Financial Advisors (CFFA) LLC	Typical 34%	18	53	$460K
DBA Generational Wealth Strategies	Typical 26%	14	53	$800K
Depaolo & May Strategic Wealth LLC	High 43%	23	53	$1M
Figtree Financial Advisors, LLC	Typical 38%	20	53	$610K
Hampton Park Financial Planners	Typical 32%	17	53	$370K
Lyons Wealth Management	Very Low 0%	—	106	$780K
PWJohnson Wealth & Legacy, LLC	High 51%	27	53	$1.1M
Honu Wealth Management	Very High 65%	52	80	$1.8M
Miller Avenue Advisors LLC	Very High 85%	68	80	$3.5M
Natural Bridges Financial Advisors	Very High 93%	74	80	$1.9M
Reliance Investing, Inc.	Very Low 0%	—	80	$400K
Bainbridge Investment Advisors LLC	Very High 100%	27	27	$1.2M
Beach Cities Wealth Management, LLC	Very High 83%	45	54	$2M
Crown Oak Advisors	High 56%	30	54	$4.4M
Downshift Financial	Very High 100%	81	81	$2.7M
Equity Management Group	Typical 40%	32	81	$700K
Hermosa Wealth Management	Low 24%	13	54	$450K
Larson, Orlan Blaine	Very High 80%	43	54	$1.1M
Launch Financial Planning	Low 22%	12	54	$860K
Setarcos Wealth Advisors LLC	Very High 74%	40	54	$2.1M
The Kalish Group	Typical 33%	9	27	$1.1M
The Table Financial Planning LLC	Very Low 9%	10	108	$530K
Value Monitoring, Inc	High 52%	28	54	$790K
Vida Private Wealth LLC	Very High 81%	22	27	$2.9M
Wealth Engineers, LLC	Very High 65%	35	54	$2.2M

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