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
Willner & Heller LLC	Typical 27%	46	170	$1.1M
Cooke Wealth Management, LLC	Typical 39%	44	114	$1.2M
Soaring Investment Management, LLC	Typical 35%	60	171	$660K
Sonoma West Advisors	Very High 100%	57	57	$3.8M
Tate Asset Management and DCO Wealth Management	High 50%	114	228	$1.4M
Waverley Wealth Management LLC	High 61%	70	114	$1.8M
WealthFolio Advisors LLC	Very Low 6%	7	114	$450K
Womack Investment Advisers, Inc	Low 16%	27	171	$520K
Emissary Wealth	Low 17%	38	229	$730K
Core Financial	High 49%	56	115	$2M
Kensington Investment Counsel	Very High 70%	81	115	$2.7M
Poulos Advisors, Inc.	High 48%	55	115	$1.3M
QCA Capital Management Inc	High 52%	60	115	$2.2M
Southern California Wealth Management Associates	Very Low 3%	4	115	$300K
Zuckerman Capital Management, LLC	High 45%	52	115	$1M
Advize Wealth Management	Low 17%	20	116	$580K
Alcosta Capital Management, Inc.	Very High 90%	52	58	$3.6M
Brilliant Advice, LLC	Very High 78%	90	116	$3.2M
Camelotta Advisors	Very High 67%	39	58	$4M
CMG Financial Consulting	Typical 38%	44	116	$1.3M
DKM Wealth Management, Inc.	High 59%	103	174	$1.7M
Quorus Inc.	Very High 75%	130	174	$830K
Lewis M. Wallensky Associates	Very Low 0%	—	175	—
Paragon Investing, LLC	Typical 35%	62	175	$760K
Taverik Capital, LLC	Very Low 3%	3	117	$210K
The Wealthgarden F.S. LLC	Typical 26%	61	235	$960K
Carter Financial, LLC	High 60%	106	177	$1.6M
DW Financial Inc	Very Low 0%	—	118	$390K
Longview Financial Advisors, LLC	High 61%	72	118	$2.7M
Sitrin Capital Management, LLC	High 42%	99	236	$1.5M
Walker Financial Advisors Inc	Typical 32%	57	178	$1.1M
Inception Financial Services	Very Low 3%	4	119	$240K
Argyle Capital Partners, LLC	Typical 27%	48	179	$1.2M
Fortis Wealth Management	Very Low 0%	—	179	$380K
Allstreet Capital LLC	High 50%	60	120	$1.8M
Alta Via Capital	Low 25%	15	60	$720K
Capital Consulting & Asset Management	High 47%	85	180	$1.2M
Shearwater Capital	Very High 67%	120	180	$2.3M
Village Wealth Advisors	Typical 41%	99	240	$1.1M
Accretive Wealth Management, LLC	Very High 98%	177	181	$1.2M
JGC Tax & Wealth Management	Low 19%	34	181	$600K
Flywheel Private Wealth LLC	Very High 85%	103	121	$3.4M
Oak Asset Management, LLC	High 51%	124	242	$1.7M
Redwood Park Advisors	High 50%	60	121	$1.4M
Snake River Investment Counsel LLC	Low 17%	21	121	$630K
Pacific Wealth Strategies Group, Inc.	High 49%	89	182	$1.2M
Cannon Beach Financial Advisors	High 46%	56	122	$1.7M
Core Capital Management and Research Inc.	Very High 68%	165	244	$560K
Dimensions Wealth Management, LLC	High 58%	71	122	$1.2M
Fearless Wealth	High 43%	26	61	$1.3M
Foronjy Financial	High 51%	93	183	$1.5M
Greenleaf Financial Group	High 52%	63	122	$1.4M
JH Advisors	High 48%	58	122	$1.5M
Keystone Advisory Group	Low 17%	21	122	$560K
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
Red SEVEN	Very Low 7%	18	244	$360K
RJ Patterson Group	Low 16%	30	183	$680K
Spiegelman Wealth Management, Inc.	High 53%	97	183	$2.4M
Good Harbor Advisors, Inc.	Typical 36%	88	245	$1.4M
Lowery Thomas, LLC	High 53%	97	184	$2.1M
Syman-Degler Group, LLC	Very Low 10%	19	185	$320K
Scarecrow Advisors, LLC	Very Low 0%	—	247	$300K
Chapman Investment Management, LLC	Typical 39%	24	62	$1.9M
Crossroads Planning	Low 16%	20	124	$510K
Scarsdale Investment Group, Ltd.	Very High 81%	101	124	—
Trace Wealth Advisors	Very High 85%	53	62	$3.4M
CORE Financial Advisors	Low 18%	46	249	$710K
CTS Financial Planning, Inc.	Typical 36%	89	249	$1.3M
Merrithew & Thorsten, Inc.	High 43%	54	125	$1.2M
Redfield, Blonsky & Starinsky, LLC	Typical 26%	33	125	$470K
Retirementadvice \| Jka	Low 22%	55	250	$1.1M
Sphinx Investments LLC	Very Low 9%	11	125	$370K
Summa Global Advisors, LLC	Typical 33%	41	125	$1.1M
Emerald Blue Advisors	High 60%	112	188	$470K
Nautilus Advisors LLC	Very High 80%	151	188	$1.6M
Adair Wealth Management	Low 17%	22	126	$410K
Anchor Financial Group	Very High 66%	83	126	$810K
Corinthian Wealth Management	Very Low 0%	—	189	$610K
Shared Vision Wealth Group	Typical 40%	76	189	$1.8M
The Planning Group	Low 24%	60	252	$1.1M
United Success Wealth Management	Typical 35%	22	63	$1.2M
Westwood Wealth Management	Typical 32%	40	126	$2.2M
JDH Wealth Management, LLC	High 57%	73	127	$3.8M
Paragon Financial Partners	Very High 67%	85	127	$2.6M
Vector Financial Solutions, Inc.	Low 19%	24	127	$510K
Wealth Strategies Group	Low 12%	15	127	$320K
Barnes Dennig Private Wealth Management, LLC	Very Low 3%	6	191	$960K
Finances For Real Life	Typical 34%	44	128	$830K
Next Gen Financial Planning	Low 17%	22	128	$260K
Prosperity Road, LLC	Typical 39%	25	64	$2M
Seiler & Associates, LLC	Low 20%	13	64	$930K
Twin Rivers Wealth Management	Very Low 9%	22	256	$460K
Salient Wealth Planning	Typical 27%	53	193	$1.2M
Advisors on Call	Very Low 7%	9	129	$370K
Cavalot Capital	Low 15%	19	129	$500K
Eagles Coast Wealth Management, LLC	Very Low 9%	12	129	$390K
Jarrod Adams Investing, LLC	Low 13%	17	129	$650K
Murray Financial Services, Inc.	Very Low 11%	14	129	$990K
Titan Capital Management	Low 13%	17	129	$630K
Wise Wealth Partners, LLC	High 49%	63	129	$1.2M
Grange Capital, LLC	High 45%	116	259	$790K
Agg Asset Management, LLC	Low 23%	15	65	$850K
Brian D. Lowder, Inc.	High 59%	115	195	$2M
DL Wealth Management Group	Low 15%	20	130	$0
Luna Capital Management, LLC	Low 23%	30	130	$530K
S. R. Schill & Associates, Inc.	Typical 31%	61	195	$730K
Arbor Wealth Management	Low 20%	51	261	$500K
Tamalpais Asset Management	Typical 28%	74	261	$1M
Park Capital Group, Inc.	Low 14%	18	131	$400K
Rothman Investment Management, LLC	Low 25%	33	131	$570K
Trinity Asset Management Co.	Very High 91%	119	131	$790K
Platt Wealth Management	Typical 40%	78	197	$1.8M
aLuman	Low 23%	30	132	$940K
Awm Global Advisors	Low 21%	14	66	$780K
Diamond Head Financial Advisors LLC	Very High 67%	44	66	$790K
Equilibrium Wealth LLC	High 45%	30	66	$1.9M
Montcalm TCR LLC	High 45%	59	132	$1.8M
Winans Investments	Low 25%	67	264	$1.1M
WE Alliance Wealth Advisors, Inc.	Very Low 11%	30	265	$880K
Clearview Investment Partners, LLC	Typical 41%	55	133	$790K
Hafnia Financial, Inc.	Very Low 4%	5	133	$340K
Marin Bay Wealth Advisors, LLC	Very High 100%	133	133	$2.8M
North Bay Wealth Management	Low 22%	29	133	$750K
RHS Financial, LLC	High 44%	58	133	$1.6M
Wilson & Boucher Capital Management, LLC	High 50%	66	133	$2M
Tactivest, LLC	Low 21%	41	200	$570K
Ambassador Wealth Management, LLC	Typical 31%	41	134	$670K
CPA Advisory Services, P.C.	Low 15%	20	134	$560K
The Holland Group, Inc.	Typical 37%	50	134	$720K
Audible Wealth Management	Very Low 3%	9	269	$150K
TL Private Wealth	High 46%	125	269	$1.4M
Barden Capital Management, Inc.	Low 21%	42	202	$910K
5T Wealth, LLC	Low 24%	64	270	$1.1M
Counterpoint Asset Management LLC	Very Low 9%	25	270	$340K
Decision Investments, Inc.	Typical 36%	49	135	$1.1M
Greenshields Capital LLC	High 53%	71	135	$1.4M
Rise Private Wealth Advisors	Low 20%	27	135	$470K
Singer Wealth Management	Typical 27%	36	135	$880K
Augustus Wealth, LLC	Typical 33%	45	136	$730K
Conservative Wealth Management LLC	Very High 82%	56	68	$5M
Conway Capital Management, Inc.	High 62%	42	68	$3.4M
Elmwood Wealth Management	High 62%	127	204	$2.3M
Vita Wealth Advisors, LLC	Very Low 9%	12	136	$400K
Wealthcollab	Very High 71%	48	68	$4.7M
Freedom Capital Advisors Inc	Very High 66%	90	137	$330K
Syrios Wealth Management Group	High 42%	58	137	$2.2M
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Private Wealth Solutions, LLC	High 42%	115	275	$1.8M
Williams & Novak Wealth Management, LLC	Typical 39%	107	275	$1.2M
Conscious Capital Wealth Management, LLC	Typical 32%	66	207	$630K
Park Place Wealth Advisors, Inc	Low 17%	24	138	$590K
Legacy Investment Services, LLC	Very Low 0%	—	277	$160K
Shira Ridge Wealth Management	High 45%	125	277	$1.3M
Avina Financial Group, Inc.	Low 18%	25	139	$380K
Cope Connelly	High 49%	68	139	$580K
Desert Capital Management Group, Inc	Very High 82%	114	139	$41K
Partnership Wealth Management	High 45%	62	139	$1.7M
Zermatt Wealth Partners	Typical 41%	85	209	$730K
Frank Financial Advisors	High 43%	60	140	$1.3M
Rubey & Rust Capital Management, LLC	Typical 31%	44	140	$2M
SLO Money Managers	High 44%	62	140	$1M
Smart Investments Advisory Incorporated	Very Low 0%	—	210	$390K
The Sterling Group	High 53%	149	281	$1.7M
Secure Retirement Financial & Insurance Services Corp.	Very Low 11%	24	211	$480K
Third Eye Associates, Ltd	Typical 39%	82	211	$0
AlpenGlobal Capital, LLC	High 57%	80	141	$1.3M
Coastal Capital Advisors	Very Low 11%	15	141	$370K
Pathwise	High 55%	77	141	$1.8M
Tres Wealth Management Group, LLC	Very Low 11%	16	141	$450K
Watch Guard Capital LLC	Low 13%	18	141	$500K
Heckman Financial & Insurance Services, Inc.	Low 23%	65	283	$390K
Eliot Finkel Investment Counsel, LLC	High 54%	38	71	$2.5M
Harborlight Investments, LLC	Typical 39%	56	142	$740K
Octavia Investments LLC	Very High 85%	60	71	$4M
SilverOak Investments, LLC	Very Low 10%	14	142	$450K
Unique Wealth Strategies	Typical 34%	98	285	$1.2M
Amara Financial, LLC	Typical 41%	59	143	$1.7M
Edward Haro Financial, LLC	Very Low 7%	10	143	$120K
Martin Capital Partners, LLC	Low 12%	35	286	$680K
Mogul Wealth Management, Inc.	Very Low 1%	1	143	$390K
Panoramic Financial	Low 22%	32	143	$650K
Position Wealth	Typical 34%	73	215	$1.1M
Capital Financial Advisors of New York, LLC	High 60%	87	144	$1.8M
COPIA Wealth Management	Low 20%	57	288	$540K
Decamilla Capital Management LLC	Low 23%	33	144	$1.1M
Fineberg Financial Management LLC	Very High 79%	57	72	$540K
Garabedian Wealth Management Group	Low 13%	9	72	$440K
Hanseatic Management Services Inc	Typical 35%	76	216	$470K
Intrinsic Wealth Counsel, Inc.	High 52%	112	216	$1.6M
Kelley Investments	Low 23%	49	216	$1.1M
Laguna Wealth Advisors, LLC	Low 16%	46	288	$540K
Ares Financial Consulting LLC	Low 16%	46	289	$840K
InvestLinc Wealth Services	Typical 26%	38	145	$720K
Morris Wealth Management	Low 17%	25	145	$430K
Malaga Cove Capital, LLC	Low 24%	52	218	$1.3M
Tier One Wealth Management	Typical 28%	60	218	$690K
Golden Bay Advisors LLC	Low 15%	22	146	$1M
Zephyr Wealth Management	Low 21%	46	220	$820K
The Financial Team, Inc.	Very Low 0%	—	147	—
Briggs Financial Inc.	Very Low 9%	13	148	$350K
Gilman Harris Travioli Slover Accountancy Corporation	Very High 65%	48	74	$460K
UP Capital Management, Inc.	Typical 29%	43	148	$890K
APEX Wealth Advisors LLC	Very Low 7%	16	223	$390K
Topel & Distasi Wealth Management, LLC	High 47%	105	223	$1.3M
Arrowhead Wealth Management Corp.	Very Low 0%	—	149	$210K
Financial Life Planners	Low 23%	69	298	$700K
ProCore Advisors, LLC	Low 13%	30	224	$590K
Enduring Wealth Advisors	Low 15%	33	225	$540K
Gebhardt Group, Inc	High 43%	96	225	$1.4M
Kaizen Financial Advisors, LLC	High 53%	80	150	$1.7M
Pavion Blue Capital, LLC	Very High 88%	132	150	$2.7M
Roman Retirement Planning, LLC	Low 13%	19	150	$440K
Spectrum Financial Management	High 62%	93	150	$1.9M
Boyer Financial Services, Inc.	Typical 29%	66	226	$720K
The William Allan Corporation	Typical 29%	65	226	$890K
The Foundation Investment Group	Very High 72%	108	151	$1.9M
Wealth Management Advisors RIA, Inc.	Low 20%	30	151	$760K
Seneschal Family Office	Typical 39%	89	227	$1.3M
Sikorski Wealth Management, LLC	Low 16%	37	227	$610K
Waystone Advisors LLC	Low 15%	45	303	$590K
Blue Summit Wealth Management	High 43%	98	228	$930K
Cherrydale Wealth Management, LLC	Very High 100%	76	76	$6.5M
Fairbanks Capital Management, Inc.	Very High 78%	177	228	$890K
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Wilson Financial Advisors, LLC	Very Low 0%	—	152	$57K
Archvest Wealth Advisors, Inc.	High 56%	173	308	$1.2M
Bridgeview Capital Advisors, Inc.	Low 24%	37	154	$540K
Capital Trust Advisors	High 48%	112	231	$1.7M
LymanWealth LLC	Very Low 0%	—	231	$70K
Noble Wealth Management, Inc.	Low 15%	35	232	$960K
MHS Advisory Services, LLC	Low 23%	70	310	$820K
Navigoe, LLC	High 61%	95	155	$2.6M
Davidson Kahn Capital Management, LLC	Very High 72%	167	233	$1.7M
Inman Financial Services, Inc.	Typical 28%	65	234	$820K
Investment Counselors of Redlands LLC	Low 14%	22	156	$630K
Peak Investment Solutions, LLC	Low 17%	13	78	$920K
Second 50 Financial	High 46%	71	156	$2.2M
Twenty Twenty Investment Advisors, LLC	Very Low 7%	23	312	$370K
Blue Marble Investments	Low 21%	50	238	$760K
Pivotal Wealth and Tax	Very Low 2%	5	314	$53K
Cane Capital Partners, LLC	Typical 35%	109	315	$850K
Dobson Asset Management	High 51%	80	158	$1.4M
Harold Davidson & Associates, Inc	Typical 32%	77	237	$1.5M
Investment Growth Management, Inc.	Low 24%	19	79	$630K
Prudent Financial Planning	Low 18%	14	79	$220K
Portfolio Advisors, Inc.	Typical 34%	80	238	$1.1M
Garritt Financial Solutions LLC	Very Low 0%	—	159	$99K
Qualified Planning	Very Low 0%	—	159	$280K
Apple & Associates	Low 17%	40	239	$550K
Eagle Investors LLC	Very Low 0%	—	240	$0
Koa Wealth Management, LLC	Typical 39%	62	160	$1.6M
McNaughton Wealth Management, LLC	High 51%	122	240	$1.2M
Kotys Wealth Professionals	Typical 36%	116	321	$870K
Releve Financial Group	Typical 27%	87	321	$800K
Shum Financial Group, Inc.	Typical 38%	121	321	$960K
Darrow Wealth Group	Very Low 0%	—	161	$110K
Financial Security Services Group, Inc.	Low 13%	41	323	$260K
Crafted Finance, LLC	High 48%	78	162	$480K
LodeStar Advisory Group, LLC	Low 21%	34	162	$570K
Summit Investment Management, Ltd.	Very Low 4%	6	162	$520K
BlackLines Financial	Low 22%	53	244	$220K
Centered Financial	Very Low 10%	16	163	$440K
Provident Living Financial Services	Low 25%	62	245	$600K
Sagent Wealth Management	High 51%	42	82	$1.2M
True Wealth Group	High 48%	78	164	$910K
RAI Wealth Management	Low 15%	37	247	$630K
Kennedy Wealth Management, LLC	Very Low 0%	—	165	—
O'Brien Investment Management, LLC	High 58%	96	165	$1.5M
Vine Capital Management, LLC	Typical 36%	60	165	$1M
Carlsbad Wealth Advisory Group, Inc.	Typical 32%	80	248	$960K
Ensign Advisory Partners LLC	Very Low 5%	12	248	$330K
McGinn Penninger Investment Management Inc.	Very High 100%	331	331	$360K
Entrust Investment Services, Inc	Typical 27%	44	166	$840K
Hamilton Manor & Associates	Typical 34%	56	166	$1M
Merino Wealth Management	Low 13%	11	83	$560K
Krane Financial Solutions	Typical 39%	65	167	$1.5M
MacFarlane Investors	Very Low 0%	—	167	$44K
TWM Wealth Management Corp	Low 16%	26	167	$530K
Ketron Financial LLC	Typical 34%	86	252	$1.5M
Klein Pavlis & Peasley Financial, Inc.	Low 18%	59	336	$690K
Pursuit Wealth Management	Very Low 8%	13	168	$190K
Lewis Financial, LLC	Low 23%	58	253	$520K
Measured Financial	Typical 32%	82	253	$270K
Triple Summit Advisors, LLC	Low 21%	36	169	$620K
Bowers Wealth Management, Inc.	High 48%	81	170	$1.7M
Her Personal Finance	Very Low 0%	—	85	—
Mainstream Capital Management	Typical 35%	60	170	$1.3M
Stewardship Financial	Very Low 8%	21	255	$330K
IDB Lido Wealth, LLC	Very High 89%	152	171	$2.1M
NWM Advisors, LLC	Very High 73%	124	171	$1.7M
Pacific Financial Planners, LLC	Very Low 9%	16	171	$490K
Insight Capital Management	High 42%	143	343	$960K
Alessandra Capital Management, LLC	High 51%	87	172	$850K
Blossom Wealth Management, LLC	Low 20%	52	258	$1.4M
Endeavor Advisors LLC	Very Low 1%	5	344	$120K
Mason Financial Services	Very Low 10%	9	86	$600K
Sensible Portfolios, LLC	High 59%	102	173	$1.1M
Sierra Financial Advisory	Typical 26%	45	173	$790K
56 Capital Partners, Ltd	Low 14%	36	260	$320K
Impact Fiduciary LLC	High 43%	74	174	$730K
Quantumvest, Inc.	Low 17%	29	174	$230K
Stash Wealth, LLC	Very Low 0%	—	174	$300K
Wallace Advisory Group, LLC	Typical 40%	35	87	$3.1M
RCA Wealth Strategies LLC	Very Low 4%	11	262	$230K
Dove Investment Research and Management, Inc.	High 54%	94	175	$580K
MainStreet Financial Planning, Inc.	Very Low 0%	—	350	—
Unique Investment Advisors, LLC	Very Low 0%	—	175	—
Rice Financial Consulting, Inc.	Low 19%	66	351	$770K
Capital Management Advisor Group, LLC	High 57%	50	88	$2.7M
Sackett Wealth Advisors, Inc.	Low 13%	59	440	$450K
Stephenson and Company, Inc.	High 50%	132	265	$1.7M
Nerad + Deppe Wealth Management	High 42%	74	177	$1M
Tortuga Wealth Management	Very High 100%	354	354	$630K
Breen Wealth Management, LLC	High 57%	101	178	$1.8M
Moffatt Financial Strategies	Low 21%	38	178	$650K
Giverny Capital Advisors	High 54%	96	179	$1.8M
ATLAS Lifestyle Planning Group LLC	Very Low 11%	20	180	$400K
Financial Planning for Generations, Inc.	Very High 83%	75	90	$0
Gasber Financial Advisors, Inc	Typical 34%	62	180	$940K
Transcend Advisor Group, LLC	Low 17%	60	360	$700K
Lifelong Wealth Management Group, LLC	Low 17%	30	181	$650K
Capital Wealth, LLC	Very Low 4%	11	272	$350K
Prattes Wealth Partners	High 46%	42	91	$1.7M
Urban Wealth Management or UWM	Low 19%	52	275	$710K
No-Load Asset Management	Low 21%	19	92	$730K
The Private Investment Group, Inc.	Low 23%	42	184	$970K
SKG Capital Advisors, LLC	Low 13%	37	277	$470K
An Exceptional Life Financial, LLC	Low 14%	53	370	$690K
Hunt Wealth Management	Low 16%	30	185	$590K
Certified Planners, Inc.	Typical 32%	60	186	$1.1M
Prestige Wealthwide, LLC	Typical 32%	59	186	$1.1M
Global Financial Advisory Services, Inc.	Low 23%	64	280	$820K
MKT Advisors LLC	Typical 37%	137	374	$1.2M
Western Growers Financial Services, Inc.	Very Low 9%	26	281	$410K
Duet Advisory Services LLC	Typical 35%	100	282	$1.1M
Pring Turner	Typical 36%	68	188	$1.3M
Summit Wealth Management Group, Inc.	High 52%	196	380	$650K
Cedarstone Advisors	High 51%	98	191	$1M
Hippocratic Financial Advisors	Low 16%	61	382	$600K
Silicon Beach Wealth, LLC	Low 23%	44	191	$1M
Right Brain Money	Very High 66%	63	96	$590K
VCP Financial LLC	Very High 65%	252	385	$290K
Mosher Financial Advisors LLC	High 50%	145	290	—
Sierra Pacific Private Wealth, LLC	Very High 87%	251	290	$820K
Athena Investment Management	High 53%	51	97	$2.9M
Financial Planning First, LLC	Very Low 11%	31	291	$370K
Lake Avenue Financial LLC	Low 12%	36	293	$490K
Prospettiva Financial	Very High 85%	250	294	$380K
Tiemann Investment Advisors, LLC	Very High 70%	69	98	$3.5M
AIO Financial, LLC	Low 24%	48	197	$1M
Ticino Wealth	Typical 40%	119	296	$1.4M
Alpha Solutions Investment Advisors	High 59%	235	395	$910K
Alchemy Wealth Management	Very Low 7%	14	198	$310K
Arrow Wealth Advisors	Low 22%	44	198	$530K
Dachtler Wealth Advisors, LLC	Typical 32%	64	198	$610K
Law & Associates Inc	Low 18%	54	297	$1.1M
Wealth Management Solutions	High 54%	53	99	$1.6M
Horowitz & Company, Inc.	Low 21%	42	199	$680K
Great Gable Wealth Management, LLC	Low 22%	65	301	$730K
Mission Hills Financial Advisory LLC	Typical 36%	109	301	$910K
Clearwave Capital	Low 24%	72	305	$990K
Centurion Financial Strategies LLC	High 44%	45	102	$750K
RBP Investment Advisors Inc.	High 58%	59	102	$1.7M
Red Mountain Financial Partners	Low 21%	64	306	$690K
Stewardship Wealth Management Solutions	Low 22%	45	204	$730K
Wealthspring	Low 25%	102	409	$890K
Cascade Financial Strategies	Low 13%	40	307	$490K
Atlantic Investments A Registered Investment Advisor, Inc	Very Low 0%	—	205	—
Blueprint Investments and Tax Planning	Very Low 0%	—	205	$120K
Integrated Planning & Investments	Low 22%	45	205	$490K
Cairn Investment Group	Typical 39%	120	309	$1.2M
Global Investment Company	Very High 93%	96	103	$150K
FamilyWealth Asset Management	Very Low 7%	29	413	$300K
New Perspectives, Inc.	Low 22%	91	414	$730K
AllPoint Financial Group	Typical 32%	134	418	$260K
Stonebridge Capital Management Inc	Typical 38%	79	209	$1.2M
Authentikos Wealth Advisory LLC	Very Low 10%	40	419	$440K
Act Advisors	Typical 30%	128	420	$1.1M
Templeton Financial Services Inc.	Very High 100%	315	315	$1.4M
Graetz Wealth	Low 16%	50	316	$470K
Live Oak Investment Partners	Low 21%	67	317	$670K
Pacific Excel Wealth Advisors, Inc.	Typical 39%	41	106	$1M
Oxford Chase Advisors LLC	Low 14%	45	320	$280K
Fifr	Very Low 6%	13	214	$320K
FOX & HOLLAND INVESTING LLC	Very Low 5%	11	214	$250K
The Blakeley Group Inc	Low 22%	24	107	$900K
ETF Portfolio Partners, Inc.	Low 25%	107	429	$980K
Benson Wealth Management, Inc.	Very Low 7%	15	215	$540K
Newbury Capital Management, LLC	Low 20%	87	430	$340K
Westend Capital Management, LLC.	High 49%	157	323	$1.3M
Giving Tree Wealth Advisors	Low 22%	47	216	$550K
Xantos Labs, LLC	Very Low 4%	4	108	$12K
Bernard Wealth Management Corp.	Typical 35%	116	327	$890K
McCarthy Asset Management, Inc.	Very High 78%	169	218	$1.9M
Sonoma Allocations	High 58%	190	328	$1M
Baybridge Capital Group, LLC	Low 25%	54	219	$880K
CASILIO LEITCH INVESTMENTS	Very Low 0%	—	220	$1.2M
Mine & Arao Wealth Creation and Management, LLC	High 50%	111	220	$1.5M
Vantage Financial Group	Low 25%	110	441	$260K
O'Connor Wealth Management, Inc.	Typical 32%	71	221	$800K
Castle Wealth Planning	High 49%	54	111	$1.8M
Madrone Investment Advisory, LLC	High 53%	59	111	$2.2M
Schmitz Capital Partners, LLC	Very High 93%	207	223	$590K
TABR Capital Management, LLC	Typical 40%	90	223	$1.1M
Altura Wealth Advisors Inc.	Low 15%	69	448	$560K
BCD Advisors	Very Low 8%	38	448	$120K
Capital Financial Management	Low 19%	21	112	$620K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Lavish Financial Planning	High 47%	105	225	$160K
Royal American Financial Advisors, LLC	Very Low 6%	14	225	$440K
Your Private Client Group, Inc.	Typical 28%	63	225	$1M
Attivo Legacy Advisors, LLC	Very Low 3%	3	113	$88K
Clearview Wealth Management	Typical 28%	95	339	$480K
Envision Capital Management Inc	Very High 100%	226	226	$1.5M
Sun Group Wealth Partners LLC	High 45%	153	341	$620K
Lighthouse Financial Services Inc	Typical 35%	159	458	$1M
OneSource Wealth Management	Low 19%	44	229	$630K
Beyond Financial Services	High 50%	58	115	$1.5M
Five Pine Wealth	Low 14%	49	345	$540K
Timbuktu Capital Management, LLC	Typical 41%	47	115	$820K
Integrity Wealth Partners, LLC	Low 18%	42	231	$830K
Mestmaker & Petrey Wealth Advisors	Very Low 7%	23	348	$370K
Millennium Investment Services	High 62%	72	116	$1.1M
Sheridan Capital Management, LLC	High 47%	55	116	$1.9M
Hurley Financial Group, Inc.	Typical 29%	135	467	$860K
Bingham Private Wealth, LLC	High 49%	57	117	$1.9M
Gallagher Wealth Management	Typical 37%	43	117	$1.1M
Keymark Financial	Very Low 10%	12	117	$340K
Reed Capital Management, LLC	Typical 27%	31	117	$460K
Evart, Young & Hobbs Investment Management	Typical 29%	67	235	$990K
Premier Southwest Planning Group, LLC	Low 12%	41	353	$240K
Schulz Financial Group	Very Low 6%	21	353	$330K
Much Wealth Management, Inc.	Typical 30%	35	118	$310K
Private Financial Counseling	Low 23%	55	236	$1.1M
SkyOak Capital, Inc.	Low 19%	45	236	$810K
Wealth Compass Financial, Inc.	Low 16%	38	236	$480K
Petix & Botte Financial	High 55%	261	473	$860K
Carbahal Olsen Financial Services Group LLC	Low 21%	49	237	$1.1M
Torrey-Payne Wealth Management	Low 24%	58	237	$780K
Peak Wealth Advisors, Inc.	Low 25%	59	238	$410K
The Lynd Group Advisors, LLC	Very Low 0%	—	357	—
M Wealth Management, LLC	Very Low 11%	41	358	$500K
Altum Wealth Advisors	Low 24%	58	240	$510K
Orcam Financial Group, LLC	Very High 100%	120	120	$2M
Greykasell Wealth Strategies, Inc.	Very High 69%	83	121	$3.5M
Florin Pensions LLC	Very Low 0%	—	485	—
Phillip B. White Co., Inc	High 42%	103	243	$1.3M
True North Retirement Advisors, LLC	Typical 34%	124	365	$1.1M
Investment Managers Group, LLC	Low 25%	60	244	$480K
Madrid Retirement Advisors	Very High 100%	244	244	$760K

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