HNW client percentage for Team firms serving clients in California

Team firms active in California 890 firms

Very Low 2%-14%

Low 14%-29%

Typical 29%-44%

High 44%-60%

Very High 60%-90%

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

Median: 37%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Advice Only	—	—	—	—
Ascentis Asset Management, LLC	—	—	—	—
JET Wealth Advisors	—	—	—	—
Ocean Path Advisors, LLC	—	—	—	—
Yayati Asset Management, LLC	Very High 100%	3	3	$650K
Griffinest Asia Asset Management, LLC	Very High 100%	11	11	$1.1M
Sun Global LLC	High 45%	5	11	$420K
Inflection Capital Management, LLC	Very High 100%	17	17	$21M
Colomb Investment Management Company, LLC	Very Low 0%	—	32	$150K
Malakoff Wealth	Very Low 0%	—	30	—
Precise Investment Management, Inc.	Very High 68%	27	40	$4.7M
First Western Securities, Inc.	High 50%	14	28	$1.5M
Globalink Wealth Management, LLC	High 59%	23	39	$270K
Pacific Point Wealth Management	Very Low 0%	—	35	$180K
Service Academy Capital Management LLC	Very High 71%	40	56	$12M
Market Gauge Asset Management	Typical 29%	12	41	$440K
Trident Advisors LLC	Very Low 0%	—	41	$300K
US Capital Global Wealth Management, LLC	Very Low 6%	3	50	$490K
Ariadne Wealth Management, LP	Very High 100%	53	53	$12M
Atlas	Low 15%	7	47	$3.2M
Green Vista Asset Management LLC	Low 28%	16	58	$240K
Carapace Financial Advisors LLC	Very High 100%	49	49	$1.2M
Paraklete Financial, Inc.	Very High 80%	55	69	$0
BMB Advisers LLC	Very High 100%	30	30	$20M
Kingsbridge Wealth Management, Inc.	Very High 90%	45	50	$8.8M
Elyxium Wealth LLC	Very High 100%	51	51	$16M
Q3 Advisors, LLC	Very Low 0%	—	224	—
Investment Research Corp	Very Low 2%	4	163	$310K
Solstein Capital, LLC	Very High 64%	14	22	$17M
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
Downtown Wealth Studios, LLC	Very High 80%	36	45	$12M
Prospero Wealth, LLC	High 53%	42	80	$1.1M
Salem Partners Wealth Management, LLC	Very High 100%	46	46	$33M
Sanders Morris LLC	Low 17%	21	127	$4.5M
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
Equity Advisors, LLC	Very Low 0%	—	108	$330K
Valley FInancial Management, Inc.	Very Low 3%	4	124	$3.8K
57 West Capital Advisors, Inc.	Low 14%	11	78	$390K
Najarian Family Office, LLC	Typical 38%	25	66	$1.1M
Financial Transparency	Low 23%	53	227	$1.3M
Curated Wealth Partners, LLC	Very High 100%	68	68	$23M
Pacific Point Advisors, LLC	Very High 90%	76	84	$3.6M
Vision Investment Advisors, LLC	Typical 43%	54	127	$1.1M
AtCap Partners, LLC	High 56%	192	342	$490K
Greenwich Advisors, LLC	High 51%	37	72	$2.6M
AMC Wealth Management, LLC	Very Low 0%	—	101	$740K
Blue Jasper Capital LLC	Very Low 7%	5	73	$270K
Pacific Capital	Very High 85%	62	73	$9M
Neil Jesani Wealth Management	Very High 100%	74	74	$2.1M
TritonPoint Partners, LLC	High 57%	42	74	$3.9M
CSP Financial Group LLC	Very Low 10%	30	312	$380K
MDX Wealth Management	Very Low 0%	—	105	$630K
North Capital	Low 27%	51	170	$1.4M
Partners Capital Services, Inc.	High 56%	118	210	$310K
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Augustine Asset Management Inc	Very High 100%	61	61	$11M
Banyan Tree Asset Management, LLC	Very High 100%	46	46	$20M
Ministry Partners Securities, LLC	Typical 34%	43	123	$100K
MMA Asset Management LLC	High 52%	148	282	$1.2M
PCM Encore, LLC	High 52%	66	127	$13M
Mcclurg Capital Corporation	Very Low 3%	2	80	$960K
Acrylic Financial, Inc.	Very Low 9%	29	307	$210K
Manchester Capital Management LLC	Very High 73%	153	211	$11M
AWM Capital, LLC	High 52%	236	455	$3M
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
Capital Synergy Partners	Typical 34%	114	331	$310K
Atlas Capital Advisors Inc.	Very High 68%	93	137	$7.7M
Empirikal Partners LLC	Very High 75%	132	175	$500K
McNally Financial Services Corporation	Very Low 9%	12	140	$190K
Moment Private Wealth	Very High 62%	65	105	$3.4M
DMK Advisor Group, Inc.	Low 28%	82	298	$280K
Braypark Wealth Management	Very Low 6%	5	90	$440K
JRS Investments and Wealth Preservation, LLC	Very Low 2%	2	91	$170K
Ducere Wealth Management	Typical 41%	52	128	$3.8M
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
CoastEdge Partners, LLC	Very High 100%	131	131	$12M
Altitude Capital Management LLC	Low 26%	128	488	$210K
Provenio Capital	Very High 100%	94	94	$13M
Highline Wealth Partners	Low 28%	91	320	$2.3M
API Financial Advisors, LLC	Very Low 4%	10	227	$370K
American Northwest Advisory Services L.L.C.	Typical 38%	36	95	$430K
J K R & Company, Inc.	Typical 32%	30	95	$1.4M
MBI LLC	High 50%	95	191	$1.6M
PracticeCFO Investments	Very High 60%	126	211	$800K
Intelligent Capitalworks	Very High 82%	79	96	$3.8M
Fire Capital Management, LLC	High 57%	33	58	$8.8M
The Advisory Group of San Francisco, LLC	Very High 73%	85	116	$3.5M
Life Line Wealth Management LLC	High 52%	50	97	$5.7M
Sparta Wealth Partners	Very High 75%	117	156	$1.8M
Morling Financial Advisors, LLC	Very High 77%	256	333	$2.8M
LRI Investments	High 45%	213	477	$4M
Blue Line Capital	Low 20%	24	121	$860K
Legacy Investment Strategies, LLC	Low 25%	42	167	$660K
Your Choice Financial LLC	Very Low 12%	15	126	$310K
Forefront	Low 18%	104	572	$420K
Avisen Advisors, LLC	High 48%	91	191	$2M
freeGulliver, LLC	High 51%	87	170	$3.1M
Finec Asset Management	High 45%	57	128	$740K
Fort Point Capital Partners LLC	Very High 80%	346	431	$5.7M
Churchill Financial Advisors, LLC	Typical 42%	45	108	$4.8M
WealthCare Financial Group, Inc.	Very Low 0%	—	130	$140K
Validus Capital LLC	Very High 100%	176	176	$13M
Maytech Global Investments	Very High 86%	95	111	$4.8M
Clear Capital Management LP	Low 15%	17	112	$550K
Painted Porch Advisors LLC	Typical 37%	107	292	$1.9M
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Keystone Global Partners LLC	Very High 89%	40	45	$12M
Savvi Financial LLC	Very Low 9%	12	135	$330K
Angeles Wealth Management, LLC	Very High 100%	203	203	$12M
Illumination Wealth Management	Very High 67%	137	203	$2.3M
Solyco Wealth LLC	Low 21%	33	158	$740K
Summit Portfolio Management LLC	High 50%	56	113	$1.9M
Pasadena Private Wealth, LLC	High 59%	255	432	$2.7M
MDRN Capital	Very High 75%	425	569	$600K
Gordian Wealth Advisors, LLC	Very High 100%	114	114	$4.3M
The Coury Firm	High 57%	117	206	$3.5M
Northwest Investment Advisors, Inc.	Very Low 0%	—	115	$390K
Sage Financial Advisors Inc.	Very High 69%	79	115	$2.3M
Xcelsior Advisor Partners LLC	Very Low 9%	30	348	$1.3M
Colorado Capital Management	Very High 67%	157	234	$2.6M
Jeffrey Matthews Wealth Management, LLC	Low 27%	94	352	$430K
Serenus Wealth Advisors, LLC	Very High 87%	123	141	$10M
Black Diamond Financial, LLC	Very High 65%	218	335	$3.4M
ELCO Management Company, LLC	High 58%	84	144	$1.5M
Sage Rhino Capital LLC	Very High 72%	139	192	$4.5M
Avalan, LLC	High 46%	121	265	$1.6M
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
Signature Resources Capital Management, LLC	Low 25%	90	366	$780K
Tushaus Wealth Management	Low 27%	33	122	$610K
IBN Advisory Services, Inc.	Very Low 3%	5	197	$320K
Intercarolina Financial Services, Inc.	Very Low 5%	13	271	$320K
Total Wealth Services, LLC	Very High 69%	103	150	$1.2M
SimplyRIA Advisor Network	Very Low 8%	46	602	$350K
GenCap Portfolio Management	Very High 68%	120	176	$2.3M
Francis Financial	Very High 78%	199	256	$3.1M
Platform Wealth Advisors	Typical 30%	78	256	$1.9M
Napier Financial	High 52%	107	205	$2.5M
Stronghold Capital Partners LLC	Very Low 0%	—	334	$150K
Kera Capital Partners	Very High 91%	282	310	$3.8M
Access Wealth	Typical 33%	121	363	$1.4M
Cloud Capital Management	High 50%	65	130	$2.3M
Global Investment Advisory	Very Low 12%	21	182	$390K
Hendershott Wealth Management, LLC	High 46%	72	157	$1.9M
Optas, LLC	Very High 63%	83	131	$6.6M
Cabin Advisors, LLC	Typical 30%	112	368	$490K
Feltl Advisors	Very Low 0%	—	395	$390K
LotusGroup Advisors	Typical 38%	71	186	$1.5M
HFG Advisors, Inc.	Low 25%	33	133	$850K
Kingstone Capital Partners Texas, LLC	Low 20%	37	187	$970K
1 St Discount Brokerage, Inc.	Typical 38%	83	216	$590K
Wealth Architects, LLC	Very High 82%	356	433	$5.5M
Chequers Financial Management LLC	Very High 100%	244	244	$5.3M
Grant Tani Barash & Altman, LLC	Very High 79%	172	217	$10M
Westshore Wealth	Very High 91%	172	190	$3.4M
Cordant Wealth Partners	Very High 77%	126	164	$2.3M
Aspirean Wealth, LLC	High 45%	75	165	$1.4M
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
Sivia Capital Partners, LLC	Very High 98%	54	55	$23M
Boyd Wealth Management, LLC	Very High 63%	87	138	$2.4M
Peak Asset Management, LLC	Very High 65%	215	333	$2.9M
Opes Wealth Management, LLC	High 51%	215	419	$2M
Citrine Capital	High 53%	75	141	$2.5M
Avise Financial	Low 28%	47	170	$1M
WESTPARK WEALTH Advisors, Inc.	Very Low 11%	84	737	$330K
Ridgegate Advisors, LLC	Low 14%	27	199	$590K
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Wilmington Capital Securities, LLC	Low 18%	31	171	$1.6M
Allmerits Asset, LLC	Very Low 1%	2	229	$74K
Madison Global Advisors LLC	Very Low 11%	25	229	$290K
Quartz Partners Investment Management	Very Low 10%	67	688	$520K
Indivisible Partners	High 58%	268	460	$3M
Integrity Financial Advisors, LLC	Very Low 10%	22	230	$480K
Hollencrest Capital Management	Typical 36%	166	461	$5.4M
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
Finamex Asset Management, LLC	Low 20%	34	174	$620K
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Equinum, LLC	Very High 63%	92	146	$2M
Argos Wealth Advisors LLC	Low 19%	45	234	$4.2M
Adaptive Financial Consulting, LLC	High 47%	83	176	$1.6M
Ballast Rock Private Wealth	Typical 40%	95	235	$1.6M
Green Ocean Global Advisors LLC	Typical 38%	56	147	$780K
Lifetime Financial, Inc.	Very Low 8%	19	237	$240K
Monex Asset Management, Inc.	Very High 69%	351	506	$660K
Intellectus Partners, LLC	Very High 100%	179	179	$8.4M
Assembly Wealth	Low 14%	29	209	$1.6M
Pacific Wealth Management	High 49%	102	209	$1.8M
Colliers Securities LLC	Very Low 9%	76	811	$340K
Blue Zone Wealth Advisors, LLC	High 57%	104	181	$4.3M
American Investors Co	Low 25%	192	755	$730K
Diastole Wealth Management	Typical 32%	86	273	$1.4M
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
Eastsound Capital Advisors, LLC	Low 20%	49	244	$830K
Foundry Financial LLC	High 44%	81	184	$1.3M
Camden Wealth Advisors LLC	Very High 62%	96	154	$2.3M
AIRE Advisors, LLC	Very High 88%	300	340	$2.8M
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Wealth Foundations Partners, LLC	Very Low 8%	26	311	$300K
Anchor Bay Capital, Inc.	Low 24%	45	187	$1.3M
Integris Wealth Management, LLC	Very High 67%	231	344	$2.3M
Valtrion Capital Management, LLC	Low 24%	45	188	$1.5M
Flourish Wealth Management Inc.	Very High 94%	148	157	$2.9M
Blankinship & Foster, LLC	Very High 79%	225	284	$3.2M
Connective Wealth Partners, LLC	Very Low 2%	5	316	$250K
Hamilton-Bates Investment Research, Inc.	Typical 43%	110	253	$240K
Stirlingshire Investments	Very High 75%	570	760	$240K
Kane Investment Management, Inc.	Low 17%	33	191	$1.3M
Inscription Capital, LLC	Typical 34%	141	414	$4.5M
San Luis Wealth Advisors	Low 19%	42	223	$2.6M
Indelible Wealth Group	Typical 41%	65	160	$970K
SAS Financial Advisors, LLC.	Typical 31%	49	160	$1M
Quantum Financial Advisors, LLC	Typical 38%	171	451	$3.3M
Alaethes Wealth, LLC	Very High 84%	81	97	$5.2M
Willow Grove Advisors, LLC	High 48%	94	194	$1.9M
LifeInvest Wealth Management, LTD	Low 20%	53	260	$1.2M
St. Clair Advisors, LLC	Very High 68%	88	130	$8.1M
Masonboro Advisors	Typical 30%	69	228	$900K
Orca Investment Management, LLC	Very Low 11%	38	359	$570K
Atlas Legacy Advisors LLC	Very High 84%	110	131	$5M
Trivant Custom Portfolio Group LLC	High 48%	80	165	$1.4M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Allium Financial Advisors, LLC	Very High 74%	171	232	$3M
Byrne Asset Management, LLC	Very High 100%	166	166	$1.5M
Members Wealth LLC	High 49%	81	166	$1.7M
North Berkeley Wealth Management, LLC	High 55%	220	401	$2M
Checchi Capital Advisers, LLC	Very High 100%	234	234	$6.9M
Leading Edge Financial Planning LLC	Very High 64%	193	302	$1.7M
Alhambra Investment Management LLC	Typical 38%	77	202	$1.5M
Weatherly Asset Management	Very High 76%	281	371	$4.4M
Bedell Frazier Investment Counselling, LLC	Typical 42%	226	540	$1.6M
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
Delta Wealth Management	Very High 100%	34	34	$11M
Griffin Black, LLC	High 55%	94	171	$2M
Ariston Services Group, LLC	Typical 42%	29	69	$5.6M
Vance Wealth	High 49%	185	380	$2M
Analog Capital Partners LLC	Very Low 12%	21	173	$540K
HDQ Wealth	Very Low 12%	21	173	$230K
Riskbridge Advisors, LLC	Low 21%	59	277	$1.6M
Birdrock Wealth	Low 20%	41	208	$690K
Tarbox Family Office, Inc.	Very High 100%	208	208	$4M
E. A. Horwitz LLC	Very Low 0%	—	347	$760K
Plum Street Advisors, LLC	Typical 37%	65	175	$2.4M
Anacapa Financial, LLC	Very Low 9%	16	176	$360K
The L. Warner Companies, Inc	High 51%	180	352	$2.1M
Carmel Capital Partners, LLC	Typical 38%	94	247	$1.5M
The Putney Financial Group LLC	Low 27%	57	212	$970K
BGM Wealth Management	Very High 64%	137	213	$2.4M
Three Bridge Wealth Advisors	Very High 86%	61	71	$15M
Dark Horse Advisors LLC	Very Low 10%	18	178	$1M
Libra Wealth LLC	Very High 89%	127	143	$4.5M
Keenan Financial	Very Low 6%	43	751	$270K
Benefit Financial Services Group	Typical 38%	325	861	$1.6M
Centura Wealth Advisory	Typical 37%	211	574	$2M
Veracity Capital LLC	Very High 61%	219	359	$2.2M
The Investment House LLC	Very High 77%	222	288	$6.5M
Altfest Personal Wealth Management	Very High 63%	431	686	$2.6M
Wealth Analytics Partners, LLC	High 49%	88	181	$1.7M
ARIA Wealth Management	Very Low 13%	28	218	$460K
Econologics Financial Advisors	High 54%	157	291	$570K
Brickley Wealth Management	High 48%	87	182	$5.2M
Presidio Capital Management, LLC	High 59%	192	328	$1.5M
Cardea Capital Advisors, LLC	Very Low 10%	25	256	$480K
MYeCFO	Low 17%	31	183	$1.4M
Cherry Tree Wealth Management, LLC	Very Low 9%	27	293	$2.2M
Peak American Investment Advisors, Inc.	Very Low 4%	18	403	$310K
Capital Markets IQ, LLC	Very Low 13%	91	698	$520K
Manhattan West Asset Management, LLC	High 45%	150	331	$1.9M
Kaufman Rossin Wealth, LLC	High 44%	98	221	$2M
Sentry Advisors, LLC	Very High 82%	121	148	$16M
Quent Capital, LLC	Very High 80%	298	371	$4.9M
Flagstar Advisors, Inc.	Typical 34%	338	1,004	$640K
Pathways Advisory Group, Inc.	High 53%	99	186	$2.1M
RiverPath Investments LLC	Typical 38%	71	186	$1.2M
Heritage Wealth Management, Inc.	High 54%	121	224	$1.6M
International Asset Management	Typical 29%	55	188	$910K
Skybound Wealth USA	Low 14%	48	339	$490K
Diversifi Capital Inc	Very High 84%	223	264	$2.4M
Cruden Bay Investment Management, LLC	Low 28%	43	151	$3.7M
Elwood & Goetz	High 51%	346	682	$1.6M
Basso Capital Management, L.P.	High 58%	66	114	$22M
Intelligence Driven Advisers, LLC	Very High 65%	421	649	$1.3M
IFC Advisors LLC	Very High 78%	270	344	$6.1M
Everspire	Very Low 6%	51	803	$310K
Spectrum Asset Management Inc	Typical 41%	126	306	$1.9M
Wallington Asset Management	Very High 64%	197	306	$3.7M
Nova Wealth Management, Inc.	Low 24%	65	268	$920K
Collective Wealth Partners, LLC	Very Low 8%	16	194	$290K
Severin Investments LLC	Low 22%	52	233	$600K
Bluesky Wealth Advisors, LLC	Very High 71%	248	350	$2.9M
Beverly Hills Private Wealth, LLC	Very High 69%	162	234	$3.8M
LK&A Investment Counsel	Very High 78%	61	78	$6.9M
Pacifica Capital Investments	High 56%	87	156	$3.8M
Ellevest	Very High 79%	371	471	$2.3M
Amicus Financial Advisors, LLC	Low 16%	121	748	$660K
GFG Solutions	Very High 100%	315	315	$970K
DST Wealth Management LLC	Low 25%	49	197	$2.7M
Gill Capital Partners	High 45%	195	434	$1.5M
Peachcap Tax & Advisory, LLC	Low 25%	59	237	$570K
Veris Wealth Partners, LLC	Very High 76%	239	316	$7.3M
Womack Wealth Management, Inc.	High 53%	104	198	$2M
Alterna Wealth Management, Inc.	High 55%	633	1,151	$860K
Canter Wealth	High 46%	129	278	$1.4M
Fortress Financial Solutions, LLC	Low 21%	59	278	$510K
Vanguard Capital	Low 26%	52	199	$960K
Parkwoods Wealth Partners, LLC	Typical 33%	233	717	$1.2M
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Balboa Wealth Partners, Inc.	Low 24%	262	1,084	$970K
BCN Financial, Inc.	Very Low 0%	—	322	—
Nasdaq Dorsey Wright	High 59%	479	806	$520K
Corvus Wealth Advisors LLC	Typical 42%	151	363	$1.6M
Strait & Sound	Very Low 12%	30	243	$1.4M
One Wealth Advisors, LLC	Very High 61%	246	406	$3M
Clean Yield Asset Management	Very High 63%	155	246	$2.2M
Chicago Capital Management Advisors, LLC	Very Low 9%	54	616	$210K
The Rice Partnership, LLC	High 50%	204	411	$2.1M
Consilio Wealth Advisors, LLC	Very High 69%	199	288	$1.9M
Greenwood Capital Associates, LLC	Very Low 12%	76	660	$1.5M
Union Capital Company	Very Low 6%	26	414	$360K
Brooklyn FI, LLC	Low 19%	71	373	$1.5M
Fortitude Advisory Group L.L.C.	Very Low 0%	—	622	$750K
Burling Wealth Partners	Very High 73%	183	250	$4M
Progressive Investment Management Corporation	Very High 84%	141	167	$4.1M
Christopher Weil & Co Inc	High 52%	261	503	$1.7M
Buckley Wealth	High 59%	124	210	$2.4M
American Fundstars	Very High 100%	421	421	$450K
Capstone Wealth Management Group, LLC	Low 28%	83	295	$900K
Nepsis, Inc.	Low 16%	96	590	$580K
Grant Private Wealth Management	Typical 34%	71	211	$930K
Twin Peaks Wealth Advisors	High 46%	194	422	$1.3M
Lifecycle Financial Planners Inc.	Typical 31%	52	169	$3.9M
Syndicated Capital, Inc.	Very Low 6%	27	465	$310K
Windward Capital Management Co	High 58%	74	127	$9.5M
The Kocen Financial Group, Inc.	Typical 39%	84	213	$820K
JGP Wealth Management, LLC	High 49%	379	771	$1.7M
Cutler Investment Group	Typical 39%	366	949	$1M
One Wealth Capital Management, LLC	High 51%	133	259	$1.2M
Invicta Financial Group	Typical 38%	181	477	$780K
Gould Asset Management LLC	Very High 66%	229	349	$2.8M
Ellis Investment Partners, LLC	Typical 37%	291	786	$1.1M
Financial Solutions Advisory Group	Very High 100%	350	350	$2.6M
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
ENZI Wealth	Very High 64%	140	219	$2M
Mengis Capital Management, Inc.	High 49%	130	263	$2.2M
Delta Investment Management, LLC	Low 15%	165	1,099	$780K
BSG Advisers	Low 24%	63	264	$500K
Impact Investors	Low 24%	52	220	$1.3M
Logic Wealth Management, LLC	Low 26%	58	220	$840K
HS Wealth Partners	Typical 36%	96	265	$1.6M
Riverview Capital Advisers LLC	High 53%	117	221	$2.8M
Stonemark Wealth Management	Typical 38%	150	398	$1.5M
North Point Portfolio Managers Corporation	High 59%	158	266	$2.8M
Yosemite Capital Management	Typical 32%	84	266	$1.3M
Forthright Capital	Very Low 1%	9	978	$110K
Treehouse Wealth Advisors	High 50%	133	267	$2.1M
Hohimer Wealth Management, LLC	Typical 33%	179	535	$2.1M
Financial Alternatives, Inc.	High 55%	148	269	$2.3M
Kelsey Financial, LLC	Low 17%	45	269	$640K
Singer Wealth Advisors LLC	Typical 33%	296	903	$840K
Premier Financial Group Inc	Very Low 3%	16	546	$1.1M
Curtis Advisory Group, LLC	High 47%	64	137	$3.1M
Transatlantique Private Wealth LLC	Very High 84%	347	411	$2.1M
Bamboo Wealth Strategies	Typical 37%	84	229	$990K
CorePath Wealth Partners LLC	Typical 32%	73	230	$1.1M
KTF Investments, LLC	High 59%	109	184	$3.8M
CWC Advisors, LLC	Very High 100%	231	231	$860K
FMB Wealth Management	Typical 39%	125	324	$1.9M
Point Windward Advisors, Inc.	Low 17%	48	278	$1.3M
Stansberry Asset Management, LLC	High 59%	579	975	$1.3M
Meridian Investment Counsel, Inc.	Very High 63%	118	187	$3.8M
Catalina Capital Group, LLC	High 59%	110	188	$2.1M
EdgeRock Wealth Management	Low 28%	156	564	$1M
Promontory Financial Planning, LLC	Very Low 12%	65	565	$560K
Secure Investment Management, LLC	Very Low 0%	4	942	$46K
Cascade Financial Partners, LLC	Very High 71%	201	283	$4.9M
Elevation Wealth Partners, LLC	High 55%	155	283	$2.3M
Alliance Advisory & Securities, LLC	Typical 34%	225	663	$1M
Ferguson Shapiro LLC	Typical 42%	139	332	$1.2M
Hill Investment Group	High 55%	208	380	$2.9M
Seaside Wealth Management, Inc.	Typical 40%	152	380	$1.2M
Willow Creek Financial	Very High 65%	155	238	$2.2M
Bell Investment Advisors Inc	High 59%	252	429	$1.7M
Cornerstone Wealth Partners, LLC	Very Low 0%	—	429	$340K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Elevated Capital Advisors, LLC	Very Low 13%	128	1,006	$490K
Trevián Wealth Management, LLC	Very High 84%	81	96	$5.3M
Financial Enhancement Group	Low 21%	261	1,257	$760K
Prism Advisors, Inc.	Typical 37%	89	242	$2.1M
Evolve Private Wealth, LLC	Low 27%	184	679	$3.2M
CPR Investments Inc	Very Low 3%	38	1,165	$200K
Greenup Wealth	Typical 30%	290	973	$920K
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
Monarch Wealth Strategies	Typical 41%	161	390	$1.1M
RPG Family Wealth Advisory, LLC	Low 25%	133	537	$1.2M
Barry Investment Advisors, LLC	High 47%	182	391	$2.1M
RB Capital Management, LLC	Typical 31%	198	636	$1.4M
Fiduciary Financial Group, LLC	Very High 60%	237	392	$2.6M
Sierra Investment Management, LLC	Typical 34%	101	294	$1.1M
K2 Financial Inc.	Very Low 8%	33	393	$490K
Soulence Wealth Management	Very Low 5%	20	393	$240K
Blue Anchor Wealth Advisors, LLC	Very Low 13%	39	296	$450K
Cross State Financial Group LLC	Very Low 13%	50	395	$440K
Signal Securities, Inc.	Typical 29%	326	1,137	$600K
Summit Wealth and Retirement Partners	High 56%	194	346	$2.8M
CAVU Wealth Management	Low 17%	58	347	$570K
Sound Financial, LLC	Low 27%	68	248	$850K
Arjuna Capital, LLC	Very High 66%	98	149	$3.2M
Creative Capital Management Investments LLC	Very High 65%	194	298	$2.6M
Nelson Capital Management, LLC	Very High 89%	178	199	$3.6M
Beck Capital Management LLC	Typical 43%	193	449	$1.2M
Doceo Wealth, LLC	Very High 65%	196	300	$820K
Blue Chip Partners, LLC	High 52%	522	1,001	$1.9M
The Institute	Low 24%	191	803	$1.7M
Weinberger Asset Management, Inc	Very High 73%	110	151	$3.1M
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
Alaska Wealth Advisors	High 50%	332	660	$1.7M
Go Wealth Management	Very Low 9%	42	457	$270K
Renaissance Investment Group, LLC	High 52%	131	254	$2.6M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Mckinley Carter Wealth Services, Inc.	High 54%	659	1,231	$1.8M
Gallacher Capital Management, LLC	Low 23%	119	513	$1M
United Wealth Management, LLC	High 58%	148	257	$1.6M
McDonald Partners LLC	Low 26%	293	1,131	$860K
Advanced Portfolio Strategies	Low 16%	49	309	$450K
OverRidge Wealth Advisors	Low 26%	121	464	$780K
Sierra Ocean, LLC	High 48%	74	155	$1.8M
Harvest investment Services, LLC	Very Low 12%	184	1,500	$410K
Natural Investments	Low 22%	278	1,242	$1.6M
Yeske Buie Inc.	High 48%	225	466	$2.3M
TKC Wealth Management LLC	Very High 75%	193	259	$310K
Helium Advisors LLC	Low 26%	67	260	$830K
American Capital Advisory, LLC	Low 21%	76	367	$830K
NovaPoint Capital LLC	Typical 30%	63	210	$1.3M
TRU Independence Asset Management 2, LLC	Very High 82%	216	263	$590K
Blackdiamond Wealth Management, LLC	Low 26%	96	371	$1.1M
Mainsail Financial Group	Typical 31%	132	424	$940K
Keystone Private Wealth	High 46%	246	531	$1.4M
SAGE Private Wealth Group, LLC	Very High 70%	333	479	$890K
Avalon Capital Management	Very High 81%	129	160	$3.5M
Wealthbuilders Investments	Typical 29%	77	267	$580K
Pinion Wealth Management, LLC	Low 24%	105	431	$900K
Monere Wealth Management, Inc.	High 48%	235	485	$590K
Meritas Wealth Management, LLC	High 53%	172	324	$1.8M
Northern Financial Advisors, Inc.	High 58%	188	324	$2.1M
BCU Wealth Advisors, LLC	Low 15%	131	870	$750K
Mosley Wealth Management, Inc.	Very Low 12%	83	707	$400K
Precision Wealth Strategies, LLC	Very High 65%	282	436	$1.3M
Rs Crum Inc.	High 57%	186	328	$2.2M
Cadent Capital Advisors, LLC	Low 25%	152	602	$1.3M
Rodgers Brothers, Inc.	High 46%	228	495	$1.9M
Lewis Asset Management	Typical 39%	109	276	$1.4M
Dixon Financial Services	High 46%	154	332	$3.2M

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