HNW client percentage for Supported firms serving clients in Texas

Supported firms active in Texas 3,603 firms

Very Low 0%-12%

Low 12%-24%

Typical 24%-38%

High 38%-56%

Very High 56%-88%

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

Median: 31%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Incomar Investments, LLC	Very High 82%	51	62	$1.5M
Ironbridge Wealth Counsel, LLC	Very Low 0%	—	31	$0
Murray Securities, Inc.	Very High 58%	36	62	$1.7M
Rexford Capital	Very High 68%	42	62	$2.4M
Wave Wealth Management, LLC	Very High 100%	62	62	$2.2M
Bull Oak Capital, LLC	Very High 98%	122	125	$2.1M
Dorato Capital Management	Very Low 0%	—	94	$1.5M
Van Strum & Towne Inc	Very High 81%	76	94	$4.4M
Broadwing Capital Advisors, Inc.	Very High 76%	48	63	$2M
Clarity Capital Advisors, LLC	Very High 87%	55	63	$5.7M
Family Steward Wealth Consulting®	High 38%	24	63	$1.7M
Full of Grace Financial	Low 17%	11	63	$370K
Interactive Wealth Advisors	High 52%	33	63	$1.4M
Lang Asset Management, Inc.	Very Low 0%	—	63	$270K
Malvern Capital Management	High 49%	62	126	$1.7M
Oppenheimer + Close, LLC	High 48%	61	126	$740K
Timberchase Financial, LLC	Very High 74%	93	126	$2.1M
CIGX, LLC	Low 13%	12	95	$410K
HMV Wealth Advisors, LLC	High 55%	52	95	$3.9M
LoneTree Wealth Management	Typical 31%	29	95	$500K
ABW, LLC	Very Low 9%	6	64	$200K
ANCAP Financial	High 48%	31	64	$950K
Assured Advisory Group, LLC	Typical 28%	27	96	$840K
Bennett Selby Investments, L.P.	Very High 92%	88	96	$3.5M
Brazos Capital	Very High 88%	28	32	$3.2M
CFG Wealth Management Services Inc	Very High 64%	41	64	$1.3M
Madrid Wealth Management	High 43%	55	128	$1.7M
MCS Family Wealth Advisors	Very High 84%	54	64	$2.5M
Nobles & Richards Advisors, LLC	Very Low 9%	11	128	$270K
Olimpio Neu & Associates, Inc.	High 42%	27	64	$920K
Paladin Partners	Very High 84%	54	64	$2.8M
Plan First Wealth LLC	Very High 67%	64	96	$1.5M
Portland Investment Advisors, LLC.	Typical 27%	17	64	$340K
South Shore Capital Advisors, LLC	Very High 68%	65	96	$2.8M
Texas Institutional Investment Management, LLC	Very High 63%	40	64	$900K
The Change Advisory Group, LLC	Typical 31%	20	64	$1.2M
The Sullivan Group	Typical 29%	28	96	$780K
Trellis Wealth Advisors, LLC	Very High 82%	105	128	$3.7M
Truman Wealth Advisors	Low 23%	22	96	$960K
Drumond Wealth Management	Low 14%	18	129	$460K
Forza Wealth Management	Very High 60%	77	129	$3.2M
Planning Works Advisory, Inc.	Very High 65%	84	129	$1.5M
CS Advisors Inc.	Very High 64%	62	97	$1.2M
Private Client Wealth Advisors, LLC	Very Low 0%	—	97	$420K
Riley S. Crosbie Advisory, LLC	Very High 78%	76	97	$1.1M
Round Table Investment Strategies, LLC	Typical 36%	35	97	$910K
Tactical Wealth Partners	Very Low 0%	—	97	$140K
Virtue Asset Management LLC	Very High 79%	77	97	$2.1M
Argyle Capital Management, LLC	Very High 72%	47	65	$5.5M
Barton Financial Group LLC	Low 23%	15	65	$380K
Bridge Financial Strategies	High 46%	30	65	$1.4M
Experience Your Wealth, LLC	Typical 25%	16	65	$1.3M
Finwell, Inc.	Low 16%	21	130	$730K
Main Street Financial Group LLC	Very Low 3%	2	65	$280K
Strategic Wealth Capital	Low 22%	14	65	$3.6M
Taylor Stephens, Inc.	High 46%	30	65	$520K
The Private Client Advisory Group, LLC	Very Low 11%	14	130	$450K
Trinity Capital Management, LLC	Very High 58%	38	65	$840K
Main Street Financial	Low 22%	22	98	$730K
Abernathy Group II LLC	Very High 58%	19	33	$2.3M
Amazonite Investments LLC	Very Low 0%	—	66	$95K
EDK Advisory	Very High 67%	22	33	$770K
Great Path Planning	Very High 83%	55	66	$2.5M
Griffin Family Partners, LLC	High 55%	18	33	$4.5M
Gutierrez Wealth Advisory, LLC	High 52%	68	132	$2.4M
Integrity Wealth Management, LLC	Typical 32%	32	99	$1.1M
King Wealth Advisors, LLC	High 48%	32	66	$1.3M
Mittelman Wealth Management	Very High 100%	33	33	$6M
RGA Investment Advisors, LLC	Low 19%	19	99	$850K
Schutt Capital Management LLC	High 50%	33	66	$610K
Taurus Financial	Very High 94%	62	66	$1.3M
Tenon Financial	Very High 96%	95	99	$3.2M
TRG Capital Management, Inc.	High 38%	50	132	$720K
Trinity Wealth Advisors LLC	Very High 61%	81	132	$2.1M
North South Capital, LLC	Low 12%	16	133	$230K
Taconic Advisors	Very High 80%	107	133	$1.9M
Financial Architects, LLC	Very High 61%	61	100	$2M
Footprints Asset Management & Research, Inc.	Very Low 11%	11	100	$420K
Sila FInancial, LLC	High 49%	49	100	$1.2M
YES Wealth Management	Typical 36%	36	100	$1.3M
Aberle Investment Management LLC	Typical 33%	22	67	$1.2M
Crescendo Wealth Group LLC	Very Low 1%	1	67	$1.8M
Envest Asset Management, LLC	Low 19%	13	67	$680K
Fiduciary Trust Private Wealth Counsel LLC	Very Low 10%	7	67	$270K
Lawson Kroeker Investment Management Inc	Very High 68%	91	134	$2.4M
Lifetime Equity Investments LLC	Very Low 1%	1	67	$400K
Marest Capital, LLC	Low 22%	15	67	$3.5M
Royal Road Wealth Partners, LLC	Low 18%	12	67	$170K
Seawise Financial, Inc.	Low 21%	14	67	$1.1M
SimplyRich	Very High 67%	45	67	$6.6M
Strategent Financial, LLC	Very High 79%	106	134	$2.8M
World Market Advisors	High 45%	30	67	$1.1M
Camelot Wealth Management, LLC	Very Low 7%	7	101	$660K
Eagle Wealth Advisors	Typical 31%	31	101	$1.6M
L&S Private Wealth, LLC	Typical 27%	27	101	$750K
Integrated Wealthcare, LLC	High 39%	52	135	$1.4M
Kirk Capital Advisors LLC	Very High 58%	78	135	$1.5M
Bluestar Wealth Management	High 50%	34	68	$2M
Brass Capital	Typical 28%	19	68	$1.1M
Dean Wealth Management, LLC	Low 15%	15	102	$500K
Dorado Wealth Management LLC	Very Low 9%	6	68	$2.8M
Faykus Financial, LLC	High 53%	18	34	$530K
Financial Decisions, LLC	Very High 88%	120	136	$2.3M
Greenwich Creek Capital Management, LLC	Typical 37%	25	68	$1.4M
Integrated Planning & Wealth Management, LLC	Typical 24%	32	136	$780K
MacKay Financial Planning, LLC	High 51%	35	68	$2.2M
Proactive Advisors, LLC	Typical 31%	21	68	$840K
Strategy Cap, LLC	High 49%	33	68	$950K
The Quick Group LLC	Very High 100%	34	34	$2.2M
Toberman Becker Wealth, LLC	Very High 64%	65	102	$1.7M
Veritas Financial Consulting LLC	High 53%	36	68	$1.3M
White Aspen Capital LLC	Low 12%	8	68	$230K
Advanced Financial Strategies Inc	Very High 65%	89	137	$1.8M
Liberty Atlantic Advisors	High 45%	61	137	$1.3M
Blodgett Wealth Advisors, LLC	High 53%	55	103	$2.3M
Core Wealth Management, LLC	Low 19%	20	103	$300K
Five Mile River Investment Management, LLC	Very High 100%	103	103	$830K
Peak Capital Management, LLC	Typical 29%	30	103	$1.5M
Align Wealth Management, LLC	High 49%	34	69	$1.7M
Avid Planning	Typical 35%	24	69	$850K
Chacon Diaz & Di Virgilio Wealth Management, LLC	Low 21%	29	138	$620K
CRIS Capital, Ltd.	Very Low 0%	—	69	$270K
Gates Pass Advisors, LLC	Very High 91%	63	69	$3M
Hamsher Wealth Management, LLC	Very Low 6%	4	69	$140K
Ryan Investments	Very High 73%	101	138	$1.9M
Terra Nova Asset Management LLC	Very High 84%	58	69	$3.2M
CayDen Wealth Management	Very Low 9%	9	104	$210K
Beacon Financial Strategies Corp.	Very High 69%	97	140	$2.1M
Bridgewater Advisory Group LLC	Typical 33%	23	70	$710K
Bulwark Capital Corporation	Very High 67%	47	70	$2.1M
Cornerstone Investment Management and Consulting, LLC	High 39%	27	70	$1.1M
CrossGrain Family Investments, LLC	Very High 77%	54	70	$1.9M
Cultivating Wealth	Typical 37%	64	175	$1.2M
Haws Financial Planning LLC	Very Low 0%	—	105	$650K
Hoskin Capital	Low 13%	5	47	$110K
Keith McBride Financial Services Inc.	Low 20%	14	70	$400K
Matriarch Wealth Management, LLC	Very High 69%	48	70	$3.6M
Mercantile Investment Advisors	High 40%	28	70	$2M
Mulholland & Kuperstock Asset Management, LLC	High 53%	37	70	$680K
Nest Financial LLC	Low 14%	10	70	$440K
Nottinghill Investment Advisers, Ltd	Very High 69%	48	70	$760K
Pandora Wealth, Inc.	Very High 81%	85	105	$2.7M
Provident Financial Planning, LLC	Very High 81%	57	70	$2.4M
Rainier Family Wealth, Inc.	Very High 68%	71	105	$2.9M
Relic Wealth Management LLC	Very Low 0%	—	70	$59K
Renew Wealth Management LLC	Very High 100%	35	35	$1.6M
Schuler Wealth Planning LLC	Very Low 7%	5	70	$620K
Sidoxia Capital Management, LLC	High 43%	45	105	$1.2M
Sound Investment Management Inc	Typical 30%	42	140	$1.8M
Tenet Retirement Services LLC	High 40%	14	35	$910K
The McBride Group	Low 17%	18	105	$690K
Thrive Retirement Specialists	Very High 100%	70	70	$4.3M
Trinity Neches	High 49%	34	70	$1.5M
Washington Growth Strategies LLC	High 51%	18	35	$6.2M
Arkenstone Financial, LLC	Low 18%	26	141	$630K
3Roots Wealth Partners LLC	Low 23%	24	106	$820K
Campion Asset Management, LLC	High 42%	45	106	$1.9M
Joseph Wealth Management, LLC	Very Low 2%	2	106	$76K
Abundant Wealth Strategies	Typical 27%	19	71	$1.1M
Brooktree Capital Management Inc.	High 44%	31	71	$1.6M
CADE Group, Inc.	Typical 31%	22	71	$790K
DGM Asset Management, L.L.C.	Very High 66%	47	71	$1.1M
Goldenstone Wealth Management	Very High 77%	55	71	$2.5M
Guide Rock Capital Management, Inc.	Typical 30%	21	71	$570K
Intrinsic Value Partners, LLC	Very High 68%	48	71	$3.1M
Iron River Capital LLC	Typical 32%	45	142	$640K
James Curtis Financial And Insurance Services	High 41%	29	71	$1.4M
JDM Financial Group LLC	Very High 70%	99	142	$2.5M
J.F. Williams Co., Inc.	Typical 35%	50	142	$2M
Lifetime Capital Planning Group LLC	High 49%	35	71	$1.2M
Nottingham Wealth Partners, Inc.	Very Low 11%	16	142	$570K
R & R Financial	Low 15%	11	71	$290K
Chiper Wealth Management, LLC	Very Low 0%	—	107	$1.2M
Sound View Financial Advisors	Low 13%	14	107	$470K
KeyVantage Wealth Advisors	High 43%	62	143	$2.4M
Red Spruce Capital, LLC	High 45%	64	143	$1.8M
Tessara Wealth	High 40%	57	143	$1.1M
Brady Family Wealth, LLC	Very High 61%	66	108	$2.9M
Cantu Tactical Wealth Management, Inc.	Very Low 0%	—	72	$710K
Echo Wealth Management, LLC	High 53%	77	144	$1.9M
Horizons Planning Corporation	Very Low 3%	5	144	$570K
Inland Financial Planning	Low 13%	9	72	$570K
Kanos Capital Management, LLC	High 47%	17	36	$3.6M
Lever Wealth Management	Very High 61%	22	36	$1.4M
MarketTrend Advisors, Ltd.	Typical 31%	22	72	$460K
McClure Investment Management, LLC	Typical 25%	18	72	$900K
Modern Financial Planning	Very High 68%	49	72	$1.6M
Montage Financial Advisors	Very High 81%	29	36	$2.8M
Optivest, Inc.	High 52%	56	108	$2.9M
Quinley Stewardship LLC	High 47%	17	36	$720K
Redwood Grove Wealth Management	Very High 68%	49	72	$2.1M
Slayton Lewis Inc	Very High 82%	59	72	$4.4M
Stinson Capital Management, LLC	Very High 56%	20	36	$1.5M
Wise Stewardship Financial Planning, LLC	Typical 25%	9	36	$760K
Backbone Planning Partners LLC	Typical 24%	26	109	$780K
Combs Capital Partners	Typical 30%	33	109	$660K
Penney Financial	Very High 88%	96	109	$2.7M
Shield Wealth Advisors	Low 21%	23	109	$630K
Steward Advisors Group, LLC	Low 23%	25	109	$780K
Wisdom Planning Group	Low 20%	22	109	$1M
Castle Island Wealth	Low 23%	34	146	$800K
Client First Capital, LLC	Very High 88%	64	73	$3.7M
Flatrock Wealth Partners LLC	Very High 100%	73	73	$5.7M
FMI Financial, Ltd.	Very High 62%	45	73	$1.2M
Hamilton Financial Planning LLC	Very Low 11%	8	73	$840K
Havaplan Financial	Typical 33%	24	73	$1.4M
Monetary Management Group Inc	Very High 77%	112	146	$2M
Peltoma Capital Partners	Very High 66%	48	73	$2.3M
Sanders Retirement Planning LLC	Typical 34%	25	73	$850K
Tri-Star Advisors, Inc.	Typical 34%	25	73	$760K
Life Planning Partners, Inc.	Very High 76%	84	110	$3.2M
Lifepoint Planning	High 48%	53	110	$1.5M
Objective Capital Management, LLC	Very High 65%	72	110	$1.9M
Amoretti Wollman Capital Management	Very Low 11%	12	111	$200K
Capital Asset Advisors LLC	High 55%	41	74	$570K
Cathedral Square Capital	High 46%	17	37	$1.9M
Cedarwood Wealth	High 50%	56	111	$1.9M
Coho Advisory Services, LLC	Very Low 5%	7	148	$310K
Kingdom Capital Advisors, LLC	High 42%	31	74	$330K
Lightcap Financial Group, LLC	High 47%	35	74	$250K
Mike Wolters & Associates, Ltd.	Very Low 1%	1	74	$260K
Newell Wealth Management, LLC	Typical 26%	19	74	$670K
Northwest Criterion Asset Management, L.L.C.	High 42%	31	74	$750K
Roserock Wealth Management, LLC	Very High 70%	52	74	$3.5M
Vineyard Wealth Advisory LLC	Low 14%	10	74	$520K
Yoder Wealth Management	Very High 91%	67	74	$4.5M
Transition Financial Advisors Group, LLC	Very High 71%	106	149	$2M
Victory Wealth Services, LLC	Very Low 5%	8	149	$290K
15 Equity	High 54%	60	112	$1.1M
American Family Legacy Group	Typical 29%	33	112	$400K
CoCreate Financial	Typical 25%	28	112	$340K
DFS Advisory	Typical 28%	31	112	$1.1M
Impact Capital, LLC	Very High 64%	72	112	$2.2M
Sage Stone Wealth Management LLC	High 50%	56	112	$2M
Wealth Planning Advisors LLC	Very Low 10%	11	112	$370K
1776 Wealth LLC	Very High 64%	48	75	$3.7M
Acap Asset Management, Inc.	High 54%	81	150	$1.5M
Aldemar Research Corporation	Very High 56%	42	75	$1.1M
Alexander Beard (USA) Inc.	Low 23%	17	75	$650K
Catum Advisory Group, LLC	High 47%	35	75	$1.2M
Centerpiece Wealth Advisor	High 51%	38	75	$1.8M
Colefp	Typical 36%	27	75	$1.2M
Compass Rose Strategic Partners LLC	High 45%	68	150	$690K
EFG Financial, LLC	Very Low 0%	—	75	—
Hurst Capital Management	High 49%	37	75	$1.1M
Nfwm	Very High 67%	50	75	$2.4M
Optimus Advisory Group	Low 17%	13	75	$410K
Rebellion Research	Very High 73%	55	75	$220K
Sagevest Wealth Management	Very High 77%	115	150	$2.8M
Scratch Capital	High 43%	64	150	$1.4M
Traditions Wealth Advisors, LLC.	Very High 80%	60	75	$1.1M
T/R Financial Management Group, LLC	Low 21%	16	75	$350K
7th Harvest Investments	Typical 31%	35	113	$560K
Clearbrook Investment Management, LLC	Typical 31%	35	113	$210K
Lynx Advisory Partners	Very High 58%	66	113	$2M
C.M.Bidwell & Associates Ltd	Very Low 9%	13	151	$1.2M
Frontier Financial Partners, LLC	Low 18%	27	151	$280K
30-40 Wealth Partners	Very High 61%	23	38	$1.3M
Black Barn Financial, LLC	High 41%	63	152	$1.1M
Dynasty Financial Planners	Very Low 8%	3	38	$330K
EDMP, Inc.	High 42%	48	114	$1.2M
Fendz Asset Management, Inc.	Typical 24%	18	76	$150K
FQI Capital Management LLC	High 45%	34	76	$180K
GS Investment Inc	High 47%	36	76	$3.2M
Imprint Wealth LLC	High 46%	35	76	$1.7M
Intentional Wealth Partners	Low 13%	19	152	$400K
Kentor Financial	Very Low 0%	—	76	—
Layline Advisors	High 42%	48	114	$1M
LeClair Wealth Partners	High 53%	80	152	$2.4M
Nora Wealth	Very High 58%	21	38	$2.1M
OnTrack Wealth Management	High 43%	33	76	$1.5M
Principia Wealth Advisory, LLC	High 53%	81	152	$1.3M
Silver Lake Advisory Partners, LLC	Very High 59%	90	152	$2.1M
Wheels Up Wealth, Inc.	High 40%	46	114	$1.1M
Your Family Matters, LLP	Very Low 0%	—	38	$290K
Guided Capital Wealth Management, LLC	High 43%	66	153	$1.4M
Alpha Advisors, LLC	High 52%	60	115	$2.2M
Equilibria Wealth Management, LLC	Low 18%	21	115	$1.1M
Financial Designs Wealth Management	Very High 67%	77	115	$1.5M
InSight, Corp.	Low 23%	27	115	$860K
Capital Advisory Group, Inc.	Very High 64%	49	77	$2.9M
Essential Investment Partners, LLC	Very High 70%	54	77	$2.7M
Fern Financial Group, LLC	Low 23%	18	77	$680K
FinanciaLife Outfitters LLC	Low 19%	15	77	$400K
MD Wealth Management, LLC	High 43%	33	77	$1.4M
One Wild Life Advisors LLC	Typical 25%	19	77	$520K
Passport Wealth Management	High 40%	31	77	$1.5M
Pine Capital	High 49%	38	77	$1M
PMG Family Office, LLC	High 45%	35	77	$1.9M
Shea Financial Advisors	High 43%	33	77	$1.5M
Weatherhelm Capital Management LLC	Low 16%	12	77	$1.2M
Barnett & Co Inc	High 48%	56	116	$1.2M
Cornerstone Wealth Advisors, Inc.	Typical 32%	50	155	$920K
Dynamic Wealth Strategies, LLC	Typical 37%	57	155	$1.2M
Lakewood Asset Management, LLC	High 45%	70	155	$1.6M
Magnolia Wealth	Typical 31%	48	155	$650K
NRG Wealth Management	High 46%	72	155	$1.6M
Shelton Wealth Management, LLC	Very High 59%	91	155	$2.3M
Altman Investment Management LLC	Very High 100%	39	39	$3.1M
Banta Asset Management LP	High 54%	63	117	$1.1M
Ciro Capital LLC	Typical 37%	29	78	$1.4M
Cove Fort Capital, LLC	Typical 35%	27	78	$66K
DeWitt And Dunn Financial Services, LLC	High 39%	46	117	$300K
Hyland Lake Partners	High 41%	32	78	$1.2M
Integrated Investment Strategies,Inc.	Very Low 0%	—	156	$670K
LBJ Family Wealth Advisors, Ltd.	Very High 86%	67	78	$4.1M
Lind Capital Partners	Very High 100%	78	78	$2.1M
Lottsa Financial Services, Inc.	Typical 27%	31	117	$810K
McIntosh Capital Advisors, Inc.	Typical 35%	27	78	$720K
Mission Financial Planning, Inc.	Very High 65%	76	117	$0
N.V.N.G. Investments, Inc.	Very High 100%	39	39	$8.4M
Rude Wealth Advisory	Low 13%	21	156	$330K
The Aranda Group Advisors, LLC	Typical 27%	42	156	$1.5M
Value Investment Professionals, LLC	High 42%	66	156	$1.6M
VaMa Oak Wealth, LLC	Typical 31%	36	117	$780K
Wealthnest Capital Inc.	Very Low 8%	6	78	$450K
Zizzi Investments	Typical 27%	21	78	$580K
Zora Financial	Typical 35%	27	78	$890K
Greystone Capital Partners Group LLC	Low 15%	24	157	$370K
Vigilare Wealth Management LLC	High 50%	79	157	$2M
Eiger Wealth Management, LLC	Very High 66%	78	118	$2.8M
Schlindwein Associates LLC	Typical 37%	44	118	$1.4M
Alspaugh Wealth Management	Low 16%	13	79	$710K
APM Wealth	Typical 27%	21	79	$600K
Bullogic Wealth Management	Very Low 0%	—	79	$190K
Generations Wealth, LLC	Very High 66%	52	79	$3.9M
JMH Wealth Management, LLC	High 41%	32	79	$1.6M
MD Wealth Partners, Inc	Typical 27%	21	79	$730K
Sage Hill Capital	High 43%	34	79	$2.7M
Sensus Wealth Management Group LLC	Typical 27%	21	79	$410K
Steele Street Capital LLC	High 39%	31	79	$1.1M
Truvize Financial Planning	Very Low 11%	9	79	$410K
White Pine Capital LLC	Very High 89%	70	79	$4.2M
William Roane Skeeters, Inc.	Very Low 0%	—	79	$370K
Wise Wealth Management, LLC	High 47%	37	79	$1.5M
Integrity Financial Group	Low 14%	17	119	$280K
Sage Wealth Planning	Very High 82%	97	119	$1M
Skyline Financial Northwest	Very High 65%	77	119	$1.1M
DecisionMap Wealth Management, LLC	Very High 70%	112	159	$2.3M
Apex Fiduciary Advisors LLC	Typical 28%	22	80	$600K
Bauer Wealth Management Inc.	High 54%	86	160	$1.3M
Capital Asset Management, LLC	Typical 29%	46	160	$1.1M
Compass Financial Group, Inc.	Very High 73%	87	120	$3.6M
Hayes Wealth Advisors, LLC	Very High 61%	73	120	$770K
Larsen Wealth Management	High 38%	45	120	$1.4M
MB Gen Wealth	Very High 60%	72	120	$3.3M
Olympus Capital, LLC	Typical 29%	23	80	$690K
Provident Wealth Management	Very Low 2%	2	120	$120K
Spencer Financial Strategies	Very Low 0%	—	80	$220K
The Wealth Conservatory	High 48%	58	121	$1.1M
Berkeley Advisors, Inc.	High 47%	38	81	$1.5M
Compound Wealth, Advisory and Tax LLC	Low 15%	12	81	$530K
Growth Horizons Wealth Management LLC	Typical 25%	20	81	$630K
Lifestyle Freedom Advisory Group, LLC	Typical 28%	45	162	$780K
Oak Tree Wealth Management	Very Low 4%	3	81	$170K
Parker Financial Advisors LLC	Very High 68%	55	81	$2.7M
BENCHMARK INVESTMENT ADVISORS LLC	Very High 76%	93	122	$2.1M
Bryant & Brannock, LLC	Very Low 0%	—	122	$310K
Darrow Wealth Management	Very High 68%	83	122	$3.2M
Harbour Wealth Management Group, Inc.	High 45%	55	122	$1.8M
Kahn Financial Group	Typical 36%	44	122	$1M
Minerva Planning Group	Very High 57%	70	122	$1.9M
Proper Financial, LLC	Low 18%	22	122	$530K
Figure 8 Investment Strategies LLC	High 44%	71	163	$1.3M
Orion Capital Management LLC	High 45%	74	163	$2.1M
Avalon	Typical 37%	15	41	$770K
Crystal Cove Asset Management	High 43%	35	82	$1.5M
Curtis Capital Advisors	Typical 24%	20	82	$2M
Davis & Wehrle, LLC	Very Low 11%	9	82	$480K
F5 Financial Planning, L.L.C.	High 54%	66	123	$1.4M
Lummis Asset Management, L.P.	Very High 71%	29	41	$4.6M
Lyon Wealth Advisors	Very High 94%	115	123	$1.1M
Northern Lights Advisors, Inc.	High 41%	51	123	$2.1M
Opportunus Wealth Management, LLC	Typical 29%	36	123	$840K
Santara Wealth Management LLC	Very High 76%	62	82	$920K
Simonet Financial Group, LLC	Very Low 0%	—	82	$240K
Vestwyze, LLC	Very Low 0%	—	82	$110K
Clearpath Wealth Management, L.C.	Low 19%	31	165	$390K
WestView Investment Advisors	High 40%	66	165	$1.3M
MWS Capital Consultants LLC	High 48%	59	124	$1.4M
Strategic Asset Management Group Advisors	High 53%	66	124	$3.3M
Evergreen Private Wealth	High 52%	87	166	$1.5M
MJC Advisors, LLC	Low 14%	12	83	$2.3M
Sonoma Private Wealth LLC	Very High 59%	49	83	$1.9M
T.T.G. Financial, Inc.	Very High 66%	110	166	$1M
Wealth Management of Kentucky, Inc.	Typical 27%	22	83	$470K
Wealth Oklahoma	Low 17%	29	166	$1.6M
Bortolussi Wealth Management, Inc.	Low 20%	25	125	$660K
Clear Sky Financial, LP	Typical 28%	35	125	$1.1M
Concorde Investment Management	Very High 60%	75	125	$2.5M
Davies Financial Advisors, Inc.	Low 17%	21	125	$720K
Inflection Advisors	Typical 25%	31	125	$490K
Modern Wealth LLC	Very Low 2%	2	125	$170K
Coastwise Capital Group, LLC	High 40%	67	167	$1.3M
Paragon Private Wealth Management LLC	High 51%	85	167	$2.6M
William Howard & Co. Financial Advisors, Inc.	High 44%	73	167	$2M
ABEL Financial Management Co.	High 50%	42	84	$1.4M
Chrome Advisors	High 43%	36	84	$1.7M
Conway Financial Group, LLC	Very High 62%	52	84	$2.1M
Integrated Wealth Advisors, LLC	High 45%	38	84	$1.5M
Lagos Wealth Advisors	Very Low 11%	14	126	$400K
Mana Financial Life Design	Typical 30%	38	126	$820K
Outlier Financial Partners, LLC	Low 12%	15	126	$200K
Planning Associates Wealth Management, LLC	Typical 30%	25	84	$860K
Pullen Investment Management	Very High 56%	47	84	$1.6M
Schwantes Financial, LLC	Low 14%	12	84	$600K
Solstice Wealth	Low 13%	11	84	$630K
Steward Capital Management	Typical 31%	13	42	$1.1M
Stout Wealth Advisory Group, LLC	Very Low 4%	5	126	$260K
Synergy FG	Very High 66%	83	126	$2.9M
Tuyyo Planning Group	Typical 32%	27	84	$820K
Twin Cities Retirement Group	Very High 56%	47	84	$1.7M
Von Haefen Financial Management	Very Low 0%	—	84	—
Gilpin Wealth Management LLC	High 47%	79	169	$1.3M
Seascape Capital Management, LLC	Very High 88%	149	169	$2.7M
Archer Wealth Advisors	Low 13%	16	127	$600K
Blue Spark Capital Advisors	Very High 62%	53	85	$2.8M
GPS Investments	High 39%	33	85	$1.5M
My Personal CFO, LLC	Very High 58%	49	85	$4.3M
Oak Street Advisory Group, LLC	Typical 27%	23	85	$1M
Pro Capital LLC	Low 22%	19	85	$750K
Ridgewood Investments	Typical 33%	56	170	$1.7M
Snider Talbot Financial Planning LLC	Very Low 8%	13	170	$370K
Allstreet Wealth	Typical 35%	45	128	$510K
Finance Wisdom	Very Low 2%	3	128	$460K
Bridge Generations Wealth Management	High 42%	71	171	$1.5M
DWR Wealth Management, LLC	High 48%	82	171	$1.2M
AlphaQ Advisors	Typical 26%	22	86	$1.1M
Aria Wealth Partners	High 42%	36	86	$1.3M
Beacon Financial Advisors Ltd	Very High 62%	53	86	$3.5M
Family Investment Management L.P.	High 44%	38	86	$340K
Financial Security Solutions, Corp.	High 40%	34	86	$790K
Flavin Financial Services, Inc.	Typical 27%	47	172	$1M
Greenport Financial Advisers Inc.	Low 13%	17	129	$560K
Holmes Investment Management, Inc.	Very Low 10%	13	129	$380K
Lake Park Advisors	Low 17%	15	86	$250K
Livet Wealth, LLC	High 50%	64	129	$2.5M
Lorintine Capital	Very Low 7%	3	43	$790K
Montoya Wealth Management	High 38%	33	86	$830K
Oak Springs Wealth Management, LLC	High 43%	37	86	$520K
Patrick M. Sweeney & Associates, Inc	Very High 64%	55	86	$2.9M
Prosperity Wealth Planning LLC	Very High 65%	111	172	$1.6M
Retirement Systems LLC	Very Low 0%	—	172	$220K
Retirement Wealth Management, LLC	Typical 34%	29	86	$710K
Sampatti financial llc	Low 19%	16	86	$390K
Shaw Financial Solutions LLC	High 42%	36	86	$1.2M
Shepherd Wealth & Retirement LLC	Typical 36%	46	129	$740K
Sieben Wealth Planning LLC	High 43%	37	86	$1.9M
Traub Capital Management	High 54%	70	129	$1.6M
Chesapeake Asset Management LLC	High 50%	65	130	$2.3M

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