HNW client percentage for Supported firms serving clients in California

High-net-worth (HNW) client percentage measures the share of a firm’s clients who meet the SEC’s high-net-worth threshold, indicating the type of clientele a firm is designed to serve. A higher percentage suggests the firm focuses on clients with more complex financial needs and higher minimum asset requirements, while a lower percentage points to broader access and more standardized planning.

In California, supported firms—which typically have 1 to 4 advisors with staff or manage over $200 million in assets—show a median HNW client percentage of 34.37%, somewhat above the national median of 29.32%. With 1,587 firms and over 3,100 advisors, the distribution in California ranges widely, from firms serving mostly non-HNW clients to those with nearly all clients meeting the HNW threshold. This spread suggests a diverse market where some firms target affluent professionals and pre-retirees with scalable services, while others focus on highly customized planning for wealthier clients. The variation reflects deliberate positioning rather than firm maturity, with some advisors building boutique practices centered on complex estate and tax strategies, and others offering broader access to financial advice.

For you, this means the HNW client percentage is a useful signal about a firm’s client focus and service model, not a measure of quality. A higher percentage often means higher minimums and more bespoke service, while a lower percentage indicates more standardized offerings and broader accessibility. Understanding where a firm falls in this range can help you find an advisor whose approach aligns with your financial situation and goals. Use this metric alongside others to get a fuller picture of fit.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Supported firms active in California 1,504 firms

Very Low 0%-11%

Low 11%-26%

Typical 26%-43%

High 43%-64%

Very High 64%-100%

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

Median: 34%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Madson Wealth Advisors Inc.	High 43%	73	169	$1.2M
Merrithew & Thorsten, Inc.	High 43%	54	125	$1.2M
Vista Investment Management, LLC	High 43%	78	180	$1.6M
Beta Wealth Group, Inc	High 43%	164	378	$1.2M
Depaolo & May Strategic Wealth LLC	High 43%	23	53	$1M
Morgan Stevens Asset Management, LLC	High 43%	30	69	$1.1M
Auspicious Financial Planning, LLC	High 44%	84	193	$1.4M
Figure 8 Investment Strategies LLC	High 44%	71	163	$1.3M
RHS Financial, LLC	High 44%	58	133	$1.6M
Catton Capital Partners, LLC	High 44%	7	16	$2.5M
Mundoval Capital Management, Inc.	High 44%	28	64	$870K
Pacific Crest Financial Advisors, LLC	High 44%	25	57	$1.4M
Rgb Capital Group	High 44%	47	107	$790K
ADES Investment Counsel, Inc.	High 44%	11	25	$2.3M
Clutinger Williams & Verhoye Inc	High 44%	44	100	$1.6M
Cosmos Wealth, LLC	High 44%	22	50	$2.3M
Centurion Financial Strategies LLC	High 44%	45	102	$750K
Attainable Wealth	High 44%	19	43	$1.1M
SLO Money Managers	High 44%	62	140	$1M
Runnymede Capital Management Inc	High 44%	39	88	$890K
D. M. Brenner, Inc.	High 44%	55	124	$1.5M
Corrigit Capital Group	High 44%	8	18	$1.2M
Millennial Wealth Management, LLC	High 44%	48	108	$330K
Stonebridge Capital Management NW, LLC	High 44%	16	36	$1.4M
Larimer Capital Corporation	High 45%	45	101	$1.7M
Partnership Wealth Management	High 45%	62	139	$1.7M
Crafted Wealth Management	High 45%	25	56	$1.4M
The Wealth Conservancy, Inc.	High 45%	21	47	$5.1M
Montcalm TCR LLC	High 45%	59	132	$1.8M
Sherwood Financial Partners, LLC	High 45%	39	87	$2.9M
Sun Group Wealth Partners LLC	High 45%	153	341	$620K
Flagship Private Wealth	High 45%	269	597	$730K
Vigil Wealth Management, LLC	High 45%	73	162	$880K
Shira Ridge Wealth Management	High 45%	125	277	$1.3M
Zuckerman Capital Management, LLC	High 45%	52	115	$1M
Radix Wealth	High 45%	39	86	$840K
Orion Capital Management LLC	High 45%	74	163	$2.1M
Equilibrium Wealth LLC	High 45%	30	66	$1.9M
Vaughn Investment Advisors Inc	High 45%	10	22	$2M
Second 50 Financial	High 46%	71	156	$2.2M
TerraFirma Wealth Partners	High 46%	43	94	$1.3M
Cannon Beach Financial Advisors	High 46%	56	122	$1.7M
Goodstein Wealth Management LLC	High 46%	46	100	$1.1M
Imprint Wealth LLC	High 46%	35	76	$1.7M
Wynn Capital Management, LLC	High 46%	41	89	$1.1M
Prattes Wealth Partners	High 46%	42	91	$1.7M
Redmount Capital Partners LLC	High 46%	13	28	$680K
NRG Wealth Management	High 46%	72	155	$1.6M
TL Private Wealth	High 46%	125	269	$1.4M
Hayes Hart Cpa's Wealth Management, Inc	High 47%	14	30	$1.4M
Lavish Financial Planning	High 47%	105	225	$160K
UAS Asset Management	High 47%	160	342	$900K
Equal Voices Wealth LLC	High 47%	37	79	$750K
Carey Wealth Management	High 47%	46	98	$2.2M
Topel & Distasi Wealth Management, LLC	High 47%	105	223	$1.3M
Capital Consulting & Asset Management	High 47%	85	180	$1.2M
Quinley Stewardship LLC	High 47%	17	36	$720K
Encompass Wealth Advisors, LLC	High 47%	601	1,272	$360K
Clayton Partners LLC	High 47%	26	55	$2.1M
Lightcap Financial Group, LLC	High 47%	35	74	$250K
Glenmore Financial, Inc, Lifesighted	High 47%	18	38	$850K
Sheridan Capital Management, LLC	High 47%	55	116	$1.9M
Hanke & Apolonio Wealth Advisors LLC	High 47%	47	99	$1.7M
JH Advisors	High 48%	58	122	$1.5M
True Wealth Group	High 48%	78	164	$910K
CSJ Wealth Management, LLC	High 48%	10	21	$3.1M
Bowers Wealth Management, Inc.	High 48%	81	170	$1.7M
Wulff, Hansen & Co.	High 48%	65	136	$970K
Poulos Advisors, Inc.	High 48%	55	115	$1.3M
Bourke Wealth Management	High 48%	46	96	$1.5M
The Wealth Conservatory	High 48%	58	121	$1.1M
DWR Wealth Management, LLC	High 48%	82	171	$1.2M
Vita Planning Group LLC	High 48%	24	50	$1.4M
Capital Trust Advisors	High 48%	112	231	$1.7M
King Wealth Advisors, LLC	High 48%	32	66	$1.3M
Westend Capital Management, LLC.	High 49%	157	323	$1.3M
Castle Wealth Planning	High 49%	54	111	$1.8M
Core Financial	High 49%	56	115	$2M
Bingham Private Wealth, LLC	High 49%	57	117	$1.9M
Wise Wealth Partners, LLC	High 49%	63	129	$1.2M
Pacific Wealth Strategies Group, Inc.	High 49%	89	182	$1.2M
Cope Connelly	High 49%	68	139	$650K
Holzberg Wealth Management, Inc.	High 49%	30	61	$980K
Apricity Financial, LLC	High 49%	33	67	$1.4M
Align Wealth Management, LLC	High 49%	34	69	$1.7M
Season Investments, LLC	High 49%	37	75	$1.5M
Rylander Richter	High 49%	47	95	$1.1M
Redwood Park Advisors	High 50%	60	121	$1.4M
BrightPath Wealth Planning, LLC	High 50%	63	127	$1.6M
Wilson & Boucher Capital Management, LLC	High 50%	66	133	$2M
Stephenson and Company, Inc.	High 50%	132	265	$1.7M
Allstreet Capital LLC	High 50%	60	120	$1.8M
Cedar Ridge Investment Management LLC	High 50%	50	100	$470K
ConvexBeta Investments, LLC	High 50%	5	10	$1.8M
Divergent Capital Asset Management LLC	High 50%	10	20	$2M
Eckel Financial Advisors	High 50%	11	22	$1.3M
FHWV Financial LLC	High 50%	2	4	$260K
Five Stone Capital, LLC	High 50%	1	2	$230K
Fleming Financial Advising	High 50%	22	44	$1.5M
Haykin, Michael	High 50%	30	60	$2.1M
Jade & Cowry LLC	High 50%	25	50	$1.3M
JC&Company	High 50%	1	2	$2.3M
JS Consulting	High 50%	2	4	$0
Mosher Financial Advisors LLC	High 50%	145	290	$0
Newhouse Integrated Financial Advisors LLC	High 50%	6	12	$3.2M
Palomar Advisors Inc.	High 50%	13	26	$1.8M
Sage Stone Wealth Management LLC	High 50%	56	112	$2M
Shepherd Investment Management	High 50%	4	8	$400K
Tate Asset Management and DCO Wealth Management	High 50%	114	228	$1.4M
Zor Capital, LLC	High 50%	20	40	$740K
Kuhn Capital Partners	High 50%	134	267	$540K
Aligne Wealth Advisors Investment Management (AWAIM)	High 50%	105	209	$1M
Vigilare Wealth Management LLC	High 50%	79	157	$2M
Beyond Financial Services	High 50%	58	115	$1.5M
Mine & Arao Wealth Creation and Management, LLC	High 50%	111	220	$1.5M
ATS Wealth Management	High 51%	238	471	$810K
Moler Capital Management	High 51%	44	87	$2.1M
Alessandra Capital Management, LLC	High 51%	87	172	$850K
Dobson Asset Management	High 51%	80	158	$1.4M
Axia Wealth Management Inc	High 51%	77	152	$900K
Fisher & Wiens Wealth Management, LLC	High 51%	152	300	$830K
Nwk Group	High 51%	105	207	$2.1M
Foronjy Financial	High 51%	93	183	$1.5M
McNaughton Wealth Management, LLC	High 51%	122	240	$1.2M
Incline Investment Advisors, LLC	High 51%	56	110	$830K
PWJohnson Wealth & Legacy, LLC	High 51%	27	53	$1.1M
Hawkins Investment Counsel, LLC	High 51%	50	98	$1.7M
Silverlight Asset Management, LLC	High 51%	25	49	$1.3M
Sagent Wealth Management	High 51%	42	82	$1.2M
Oak Asset Management, LLC	High 51%	124	242	$1.7M
Summit Wealth Management Group, Inc.	High 52%	196	380	$650K
HIP Investor, Inc.	High 52%	16	31	$690K
Greenleaf Financial Group	High 52%	63	122	$1.4M
Bard Associates Inc	High 52%	93	180	$2.2M
Intrinsic Wealth Counsel, Inc.	High 52%	112	216	$1.6M
Optivest, Inc.	High 52%	56	108	$2.9M
Value Monitoring, Inc	High 52%	28	54	$790K
ProsperiTea Planning	High 52%	63	121	$1.5M
PARK, MILLER, LLC	High 52%	23	44	$7.7M
Sitka Pacific Capital Management, LLC	High 52%	23	44	$520K
Nia Impact Capital	High 52%	77	147	$1.7M
QCI Partners LLC	High 52%	22	42	$1.9M
Unity Wealth Partners	High 52%	11	21	$340K
Sharper & Granite LLC	High 52%	65	124	$2.6M
Wellacre Global Wealth Advisors	High 52%	43	82	$1.1M
Pinnacle Portfolio Advisors	High 53%	21	40	$4.3M
Athena Investment Management	High 53%	51	97	$2.9M
Greenshields Capital LLC	High 53%	71	135	$1.4M
Azimuth Wealth Advisors	High 53%	10	19	$1.3M
Lowery Thomas, LLC	High 53%	97	184	$2.1M
Based Capital Wealth LLC	High 53%	58	110	$460K
HAPPYRICH Capital	High 53%	29	55	$1.1M
McBroom & Associates, LLC	High 53%	58	110	$2.1M
Mulholland & Kuperstock Asset Management, LLC	High 53%	37	70	$680K
Veritas Financial Consulting LLC	High 53%	36	68	$1.3M
Spiegelman Wealth Management, Inc.	High 53%	97	183	$2.4M
The Sterling Group	High 53%	149	281	$1.7M
Tweddell Goldberg Investment Management	High 53%	60	113	$830K
Madrone Investment Advisory, LLC	High 53%	59	111	$2.2M
WEalthetic LLC	High 53%	25	47	$350K
NIM Wealth Solutions	High 53%	74	139	$840K
Sterling Investment Management, LLC	High 53%	74	139	$2.5M
Kaizen Financial Advisors, LLC	High 53%	80	150	$1.7M
Blodgett Wealth Advisors, LLC	High 53%	55	103	$2.3M
Eliot Finkel Investment Counsel, LLC	High 54%	38	71	$2.5M
Wealth Management Solutions	High 54%	53	99	$1.6M
15 Equity	High 54%	60	112	$1.1M
Fog City Advisors, LLC	High 54%	60	112	$1.3M
The Pacific Group	High 54%	15	28	$650K
Giverny Capital Advisors	High 54%	96	179	$1.8M
Silvia McColl Wealth Management, LLC	High 54%	59	110	$2.5M
Dove Investment Research and Management, Inc.	High 54%	94	175	$580K
Banta Asset Management LP	High 54%	63	117	$1.1M
Hewell Financial Group, Inc.	High 54%	117	217	$1.5M
Acap Asset Management, Inc.	High 54%	81	150	$1.5M
South Bay Financial Partners	High 54%	27	50	$2.3M
GFM Asset Management LLC	High 54%	20	37	$660K
Topturn Capital, LLC	High 54%	45	83	$1.5M
Aqua Capital Advisors	High 55%	24	44	$3.3M
Higgins Capital Management, Inc.	High 55%	6	11	$700K
Leyland Cypress, LLC	High 55%	6	11	$180K
Poder Wealth Advisors	High 55%	18	33	$370K
Pathwise	High 55%	77	141	$1.8M
Griffin Black, LLC	High 55%	94	171	$2M
PNW Asset Management	High 55%	43	78	$1.4M
Petix & Botte Financial	High 55%	261	473	$860K
JPC Wealth Management, Inc.	High 55%	86	155	$2M
AG Wealth Management, PLLC	High 56%	10	18	$770K
Crown Oak Advisors	High 56%	30	54	$4.4M
QCA Capital Management Inc	High 56%	75	135	$2.2M
Stinson Capital Management, LLC	High 56%	20	36	$1.5M
Delarme Wealth Management, Inc.	High 56%	87	156	$1.4M
Enspire Wealth Management, LLC	High 56%	29	52	$2.1M
Bakos Investment Management	High 56%	24	43	$2M
Main Avenue Financial Services, LLC	High 56%	43	77	$1.3M
Capital Financial Consultants Group, Inc.	High 56%	52	93	$400K
Gw Financial	High 56%	52	93	$1.4M
Long Island Wealth Management, Inc.	High 56%	70	125	$2.3M
Ervin Investment Management	High 56%	55	98	$2.8M
Archvest Wealth Advisors, Inc.	High 56%	173	308	$1.2M
Tate Private Wealth Advisers	High 56%	72	128	$1.7M
Silver Oak Wealth Advisors Services, LLC	High 56%	80	142	$2.1M
Mcfarland Associates	High 56%	22	39	$2.1M
Birchwood Capital	High 57%	30	53	$2M
Suttle Crossland Wealth Advisors, LLC	High 57%	30	53	$1.9M
RF&L Wealth Management, LLC	High 57%	77	136	$2.7M
Silicon Private Wealth, LLC	High 57%	47	83	$2.1M
AlpenGlobal Capital, LLC	High 57%	80	141	$1.3M
Breen Wealth Management, LLC	High 57%	101	178	$1.8M
FPC Investment Advisory, Inc.	High 57%	92	162	$2.3M
Capital Management Advisor Group, LLC	High 57%	50	88	$2.7M
Trio Wealth Management, LLC	High 57%	49	86	$1.6M
Wealthrise Financial Planning, LLC	High 57%	56	98	$1.4M
Trillium Square Advisors LLC	High 57%	35	61	$840K
JDH Wealth Management, LLC	High 57%	73	127	$3.8M
Harrison Lazarus Advisors, Inc.	High 58%	19	33	$1.6M
Satori Wealth Management, Inc.	High 58%	19	33	$2.2M
Archer Pointe Wealth Management, LLC	High 58%	60	104	$1.7M
Gatens Financial, LLC	High 58%	15	26	$1.6M
Soesbe Financial	High 58%	26	45	$1.9M
RBP Investment Advisors Inc.	High 58%	59	102	$1.7M
Sonoma Allocations	High 58%	190	328	$1M
Van Nostrand Wealth Management LLC	High 58%	29	50	$1.2M
O'Brien Investment Management, LLC	High 58%	96	165	$1.5M
Dimensions Wealth Management, LLC	High 58%	71	122	$1.2M
Legion Private Wealth Management	High 58%	14	24	$200K
Mathews Capital Management	High 58%	56	96	$420K
Sierra Legacy Group	High 58%	14	24	$6.4M
Hyphen Wealth Management	High 59%	34	58	$2.2M
Alpha Analytics Investment Group LLC	High 59%	40	68	$3.7M
X and Y Advisors, Inc.	High 59%	10	17	$1.1M
Western Financial Corporation	High 59%	103	175	$1.9M
Gerstemeier Financial Group,LLC	High 59%	43	73	$1.9M
Sensible Portfolios, LLC	High 59%	102	173	$1.1M
Altos Financial Management, LLC	High 59%	23	39	$750K
Brian D. Lowder, Inc.	High 59%	115	195	$2M
Sonoma Private Wealth LLC	High 59%	49	83	$1.9M
Twin Lakes Capital	High 59%	49	83	$3.5M
Family Financial	High 59%	52	88	$2.8M
San Francisco Wealth Planning LLC	High 59%	26	44	$2.6M
Fairway Capital Advisors	High 59%	29	49	$1.4M
DKM Wealth Management, Inc.	High 59%	103	174	$1.7M
ImpactAdvisor LLC	High 59%	32	54	$1.3M
Contango Wealth Management LLC	High 60%	56	94	$1.3M
Emerald Blue Advisors	High 60%	112	188	$470K
GoTo Financial	High 60%	40	67	$960K
First and Main Financial	High 60%	73	122	$1.4M
Carter Financial, LLC	High 60%	106	177	$1.6M
Filigree Wealth Advisors, LLC	High 60%	27	45	$4.6M
Investamily, LLC	High 60%	3	5	$520K
Vita Wealth Advisors, LLC	High 60%	9	15	$4M
Capital Financial Advisors of New York, LLC	High 60%	87	144	$1.8M
McMillan Analysis Corporation	High 60%	29	48	$490K
Kaiyo Wealth LLC	High 60%	52	86	$2.8M
Mayfield Advisors, Inc.	High 61%	23	38	$3.7M
Vistica Wealth Advisors, LLC	High 61%	66	109	$2M
Bruin Wealth Advisors LLC	High 61%	17	28	$1.1M
Acumen Financial Advisors, LLC	High 61%	134	220	$2.1M
Evansbrook Capital Management	High 61%	67	110	$2.1M
Longview Financial Advisors, LLC	High 61%	72	118	$2.7M
Browning Capital Management LLC	High 61%	22	36	$1.2M
Chinese Abraham Investment Advisors LLC	High 61%	22	36	$1M
Navigoe, LLC	High 61%	95	155	$2.6M
Waverley Wealth Management LLC	High 61%	70	114	$1.8M
Cunningham Investment Management, LLC	High 62%	16	26	$420K
Conway Capital Management, Inc.	High 62%	42	68	$3.4M
Lakewood Financial Group, LLC	High 62%	26	42	$2.2M
Spectrum Financial Management	High 62%	93	150	$1.9M
Millennium Investment Services	High 62%	72	116	$1.1M
Evolve Wealth Advisors LP	High 62%	41	66	$880K
Stout Capital Management LLC	High 62%	23	37	$2M
Elmwood Wealth Management	High 62%	127	204	$2.3M
Beyond Wealth Advisory LLC	High 62%	53	85	$880K
Mosaic FI LLC	High 62%	158	253	$450K
Bridge the Gap Retirement Planners	High 63%	20	32	$1.5M
Triad Investment Management, LLC	High 63%	25	40	$2.7M
TRU Independence Asset Management 2, LLC	High 63%	125	200	$450K
Lanyon Advisory Services	High 63%	44	70	$1.5M
Kalinowsky Asset Management	High 63%	51	81	$3M
Vincimus Capital, LLC	High 63%	29	46	$3.3M
Five Oceans Advisors	High 63%	74	117	$3.8M
Karel Capital, Inc.	High 63%	26	41	$2.7M
Financial Avengers, Inc.	Very High 64%	131	206	$2.4M
Optimist Capital	Very High 64%	39	61	$1.3M
Athos Private Wealth LLC	Very High 64%	75	117	$1.6M
Insight Investment Counsel	Very High 64%	59	92	$2.7M
Solomon and Associates LLC	Very High 64%	9	14	$720K
Seasonal Strategy	Very High 64%	29	45	$1.5M
NRI Wealth Management, LLC	Very High 64%	185	287	$1.1M
Somerset Wealth Management, LLC	Very High 64%	49	76	$230K
Prosperity Wealth Planning LLC	Very High 65%	111	172	$1.6M
Skyline Financial Northwest	Very High 65%	77	119	$1.1M
Wealth Legacy Group, Inc.	Very High 65%	57	88	$990K
Wealth Engineers, LLC	Very High 65%	35	54	$2.2M
Gilman Harris Travioli Slover Accountancy Corporation	Very High 65%	48	74	$460K
Vega Capital Group LLC	Very High 65%	37	57	$2M
Baer Investment Advisory LLC	Very High 65%	50	77	$1.5M
Advanced Financial Strategies Inc	Very High 65%	89	137	$1.8M
Honu Wealth Management	Very High 65%	52	80	$1.8M
VCP Financial LLC	Very High 65%	252	385	$290K
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
Right Brain Money	Very High 66%	63	96	$590K
Freedom Capital Advisors Inc.	Very High 66%	90	137	$330K
Anchor Financial Group	Very High 66%	83	126	$810K
Synergy FG	Very High 66%	83	126	$2.9M
Global Key Advisors	Very High 66%	31	47	$540K
Eiger Wealth Management, LLC	Very High 66%	78	118	$2.8M
Lederer & Associates Investment Counsel	Very High 66%	88	133	$1.5M
Boracchia Wiviott Wealth Partners LLC	Very High 67%	2	3	$49K
Bourne Lent Asset Managament, Inc.	Very High 67%	52	78	$3.5M
Diamond Head Financial Advisors LLC	Very High 67%	44	66	$790K
Elevate Capital Management, L.L.C.	Very High 67%	26	39	$1.2M
Schauer Investment Management, Inc.	Very High 67%	16	24	$5M
Shearwater Capital	Very High 67%	120	180	$2.3M
USA Asset Management, LLC	Very High 67%	28	42	$750K
Paragon Financial Partners	Very High 67%	85	127	$2.6M
Upstart Wealth Management, LLC	Very High 67%	61	91	$4.2M
SimplyRich	Very High 67%	45	67	$6.6M
Camelotta Advisors	Very High 67%	39	58	$4M
Rosenblum Silverman Sutton Sf Inc	Very High 67%	107	159	$3M
D & T Financial Advisors, Inc.	Very High 68%	27	40	$2.2M
Core Capital Management and Research Inc.	Very High 68%	165	244	$560K
44 Wealth Management LLC	Very High 68%	136	201	$1.9M
30-40 Wealth Partners	Very High 68%	36	53	$1.8M
PointOne Family Office	Very High 68%	17	25	$13M
Modern Financial Planning	Very High 68%	49	72	$1.6M
Redwood Grove Wealth Management	Very High 68%	49	72	$2.1M
Guild Investment Management, Inc.	Very High 68%	60	88	$2.1M
Peltoma Capital Partners	Very High 68%	54	79	$2.7M
Shelter Rock Management, LLC	Very High 68%	91	133	$1.3M
Greykasell Wealth Strategies, Inc.	Very High 69%	83	121	$3.5M
Atala Financial Inc	Very High 69%	46	67	$5.4M
Ciovacco Capital Management	Very High 69%	147	214	$960K
Bristlecone Value Partners, LLC	Very High 69%	62	90	$2M
Shrier Wealth Management, LLC	Very High 69%	109	158	$2.5M
Macroclimate LLC	Very High 69%	27	39	$5.4M
Menlo Advisors LLC	Very High 69%	27	39	$8.7M
Reshape Wealth	Very High 69%	88	127	$1.8M
JDM Financial Group LLC	Very High 70%	99	142	$2.5M
Adams Ashby Financial Advisors	Very High 70%	28	40	$12M
Cantata Wealth Management, LLC	Very High 70%	21	30	$3.4M
JMN Investment Management LLC	Very High 70%	7	10	$1.6M
Snow Financial Management, LLC	Very High 70%	35	50	$2M
The Goodland Group	Very High 70%	77	110	$650K
Doheny Asset Management, L.L.C.	Very High 70%	33	47	$3.9M
Simplicity Wealth Management	Very High 70%	33	47	$720K
Sunnybranch Wealth LLC	Very High 70%	19	27	$1.1M
WWM Advisory Inc.	Very High 70%	38	54	$3.7M
Tiemann Investment Advisors, LLC	Very High 70%	69	98	$3.5M
Kensington Investment Counsel	Very High 70%	81	115	$2.7M
Wang Financial, LLC	Very High 70%	31	44	$1.5M
Cypress Path Capital, LLC	Very High 70%	43	61	$1.3M
Wealthcollab	Very High 71%	48	68	$4.7M
Orchard City Wealth Management, LLC	Very High 71%	39	55	$2.1M
Butler Financial Services	Very High 71%	44	62	$2.5M
Delphinus Financial Advisors, LLC	Very High 71%	64	90	$1.7M
Nadel Private Wealth LLC	Very High 71%	5	7	$530K
The Foundation Investment Group	Very High 72%	108	151	$1.9M
Davidson Kahn Capital Management, LLC	Very High 72%	167	233	$1.7M
La Jolla Institute for Wealth Management	Very High 72%	28	39	$1.2M
Thomas Story and Son LLC	Very High 72%	28	39	$8.3M
McMahan Capital Management	Very High 72%	31	43	$3.2M
Auxi Asset Management, LLC	Very High 72%	42	58	$1.7M
NWM Advisors, LLC	Very High 73%	124	171	$1.7M
Ryan Investments	Very High 73%	101	138	$1.9M
Strategic Wealth Management LLC	Very High 74%	134	181	$440K
Setarcos Wealth Advisors LLC	Very High 74%	40	54	$2.1M
Seek First Inc.	Very High 74%	63	85	$2.9M
Legacy Wealth Advisors, LLC	Very High 74%	46	62	$2.8M
Heyman Investment Counseling LLC	Very High 74%	26	35	$3M
TKC Wealth Management LLC	Very High 75%	193	259	$310K
Wiser Advisor Group	Very High 75%	97	130	$870K
Quorus Inc.	Very High 75%	130	174	$830K
Alethea Capital Management, LLC	Very High 75%	30	40	$5M
Avant Garde Capital	Very High 75%	6	8	$56K
Leppla Capital Management LLC	Very High 75%	6	8	$1.7M
Taxable Wealth	Very High 75%	30	40	$2.1M
Dedicated Capital Advisors, LLC	Very High 75%	43	57	$2.6M
Edwards Financial services	Very High 76%	310	410	$150K
Santara Wealth Management LLC	Very High 76%	62	82	$920K
Lanes Wealth Management LLC	Very High 76%	25	33	$2.2M
Rutherford Investment Management	Very High 76%	47	62	$3.6M
Invenio Wealth Partners, LLC	Very High 76%	234	308	$1.1M
Broadwing Capital Advisors, Inc.	Very High 76%	48	63	$2M
Oberlin Wealth Partners, LLC	Very High 76%	13	17	$1.2M
Cedar Wealth Management	Very High 77%	49	64	$4.2M
Verity Wealth Advisors, LLC	Very High 77%	40	52	$5.4M
GROW Funds LLC	Very High 77%	34	44	$1.3M
Secure Wealth, Inc.	Very High 77%	171	221	$600K
Goldenstone Wealth Management	Very High 77%	55	71	$2.5M
McCarthy Asset Management, Inc.	Very High 78%	169	218	$1.9M
Shepherd Street Advisors	Very High 78%	38	49	$2.6M
Fairbanks Capital Management, Inc.	Very High 78%	177	228	$890K
Dauntless Advisory, LLC	Very High 78%	7	9	$1.8M
Marathon Financial Advisors	Very High 78%	28	36	$1.9M
Family CFO Inc	Very High 78%	39	50	$5.7M
Veritas Wealth Partners, LLC	Very High 78%	32	41	$3.1M
Altamont Wealth Management, Inc.	Very High 78%	25	32	$4M
Bollinger Capital Management, Inc.	Very High 78%	18	23	$1.7M
Wimmer Associates LLC	Very High 78%	112	143	$3.2M
Impactfolio LLC	Very High 79%	99	126	$2.3M
Rockbridge Asset Management, Llc	Very High 79%	44	56	$3M
Romain Walsh Clerou Professional Investment Mgmt	Very High 79%	33	42	$5.2M
Bernzott Capital Advisors	Very High 79%	145	184	$1.1M
Dean Roland Russell, LLC	Very High 79%	138	175	$2M
Tax Efficient Asset Management Solution, Inc.	Very High 79%	45	57	$1.7M
Harrington Investments, Inc.	Very High 79%	79	100	$2.9M
GKV Capital Management Co Inc	Very High 79%	136	172	$2.1M
Fineberg Financial Management LLC	Very High 79%	57	72	$540K
Jones Kertz & Associates, Inc.	Very High 80%	35	44	$5.3M
Kennicott Capital Management LLC	Very High 80%	43	54	$5.9M
Larson, Orlan Blaine	Very High 80%	43	54	$1.1M
Brave New Wealth	Very High 80%	16	20	$6.5M
Conquis Financial LLC	Very High 80%	40	50	$5.6M
Tamarind Financial Planning	Very High 80%	40	50	$0
Nautilus Advisors LLC	Very High 80%	151	188	$1.6M
Bellwether Capital Management LLC	Very High 81%	29	36	$1M
Del Mar Wealth Management Inc	Very High 81%	58	72	$2.3M
Montage Financial Advisors	Very High 81%	29	36	$2.8M
Van Strum & Towne Inc	Very High 81%	76	94	$4.4M
Pandora Wealth, Inc.	Very High 81%	85	105	$2.7M
Tidecrest Wealth Management, LLC	Very High 81%	68	84	$2.4M
Trillium Investments	Very High 81%	47	58	$2.1M
Guardian Investment Management	Very High 81%	43	53	$4.7M
Scarsdale Investment Group, Ltd.	Very High 81%	101	124	$0
Quantitative Financial Strategies	Very High 81%	22	27	$5.8M
Vida Private Wealth LLC	Very High 81%	22	27	$2.9M
Granite Capital	Very High 82%	62	76	$4.1M
Ward & Associates	Very High 82%	40	49	$3.7M
Sanctuary Financial Planning, LLC	Very High 82%	36	44	$2.3M
Slayton Lewis Inc	Very High 82%	59	72	$4.4M
Trellis Wealth Advisors, LLC	Very High 82%	105	128	$3.7M
Cedar River Capital, LLC	Very High 82%	23	28	$1.9M
Gallatin Financial Advisors, LLC	Very High 82%	65	79	$600K
Intelligent Capitalworks	Very High 82%	79	96	$3.8M
Conservative Wealth Management LLC	Very High 82%	56	68	$5M
Wellington Capital Advisors, LLC	Very High 82%	56	68	$360K
Pacific Capital Associates	Very High 83%	411	497	$510K
21 West Wealth Management LLC	Very High 83%	29	35	$3.9M
Spectra Investment Management, LLC	Very High 83%	29	35	$7.6M
MCM Wealth	Very High 83%	69	83	$2M
3 Factor Indexing, LLC	Very High 83%	40	48	$4M
Beach Cities Wealth Management, LLC	Very High 83%	45	54	$2M
Financial Planning for Generations, Inc.	Very High 83%	75	90	$0
Johnson Lyman Wealth Advisors	Very High 84%	46	55	$3.4M
Pursue Wealth Partners, LLC	Very High 84%	26	31	$7M
Prospera Capital Management, LLC	Very High 84%	37	44	$7.8M
Wealthboost Advisors, LLC	Very High 84%	32	38	$1.8M
Pariax Private Wealth Management	Very High 84%	27	32	$3.6M
Alamar Capital Management, LLC	Very High 84%	76	90	$2.5M

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