HNW client percentage for Team firms serving clients in Texas

Team firms active in Texas 2,814 firms

Very Low 3%-14%

Low 14%-28%

Typical 28%-41%

High 41%-57%

Very High 57%-81%

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

Median: 34%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Mathis Wealth Management	Low 25%	75	304	$660K
Novak & Powell Financial Services, Inc.	Very Low 0%	—	426	$840K
Ellsworth Advisors, LLC	Low 25%	212	853	$1.6M
Arrivity Financial Planning	Very Low 0%	—	366	—
Coign Capital Advisors LLC	High 41%	175	427	$860K
Cypress Financial Planning	Low 25%	108	427	$1.1M
Granite Group Advisors, LLC	Very High 100%	122	122	$3.2M
Murphy & Sylvest	Typical 36%	154	427	$1M
The Viable Group, Inc.	Very Low 2%	5	305	$200K
Whipplewood Advisors, LLC	High 54%	197	366	$880K
American Wealth Management, Inc.	Typical 30%	167	550	$560K
Bedel Financial Consulting Inc	Very High 64%	741	1,162	$2.5M
Van Diest Capital	Low 16%	70	429	$330K
Hixon Zuercher Capital Management	Typical 35%	128	368	$1.2M
Optivise Advisory Services LLC	Very Low 4%	47	1,227	$230K
Bright Road Wealth Management, LLC	Low 17%	104	614	$680K
Balance Wealth	Low 18%	102	553	$700K
Next Level Private LLC	Typical 29%	228	799	$1.5M
SmartPath Advisors	Very Low 0%	—	369	—
Brio Financial Group	High 42%	336	800	$1.3M
Callahan Advisors, LLC	High 56%	243	431	$3M
United Capital Management of Kansas, Inc.	Low 20%	316	1,602	$500K
Ifrah Financial Services, Inc.	Low 27%	149	555	$800K
Smart Money Group, LLC	Typical 28%	153	556	$400K
McDermott Investment Advisors, LLC	Very High 78%	480	618	$330K
Fortress Wealth Group	Typical 29%	107	371	$1.2M
BlueChip Wealth Advisors LLC	High 45%	166	372	$1.2M
Goodman Advisory Group, LLC	Very High 57%	212	372	$990K
Unique Wealth, LLC	Typical 34%	276	807	$1.1M
Ritter Daniher Financial Advisory LLC	Typical 29%	198	683	$1.4M
MRA Advisory Group	Low 25%	125	497	$720K
Pgi Wealth Management	Typical 39%	193	497	$1.8M
Victrix Investment Advisors	Low 21%	93	435	$780K
Southern Capital Services Inc	Very Low 11%	42	373	$480K
Capstone Investment Group	Very Low 9%	51	560	$300K
CLG LLC	High 48%	689	1,434	$770K
Acorn Creek Capital LLC	Typical 40%	125	312	$1.5M
Jemma Financial Services	Low 24%	74	312	$350K
Park Edge Advisors, LLC	Typical 32%	100	312	$1.5M
Whitwell Advisors	Low 18%	56	312	$320K
Destiny Wealth Partners, LLC	Low 26%	262	999	$1.5M
Stone Wealth Partners LLC	Very Low 7%	28	375	$380K
Oxbow Advisors, LLC	High 50%	341	688	$2.9M
River Wealth Advisors LLC	High 42%	372	876	$1.6M
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Richmond Investment Services LLC	High 45%	393	877	$510K
Brady Martz Wealth Solutions, LLC	Typical 31%	134	439	$1.8M
West Paces Advisors, Inc.	Very High 71%	177	251	$4M
Financial Advisors Network, Inc.	Typical 40%	328	816	$1.3M
Bright Futures Wealth Management, LLC	Very Low 12%	105	879	$330K
Blakely Walters Wealth Management	Low 17%	53	314	$550K
One Advisory Partners, LLC	Typical 32%	101	314	$1.2M
Capstone Financial Advisors Inc	Typical 35%	376	1,068	$2.7M
Atlas Brown	Very Low 12%	52	440	$1.3M
Moody, Lynn, Lieberson & Walker, LLC	Very High 100%	503	503	$4.3M
Heartwood Wealth Advisors, LLC	Very High 100%	566	566	$2.5M
Liberty Wealth Management, LLC	Very High 66%	995	1,510	$1.1M
Arthur M.. Cohen & Associates LLC	Very High 86%	163	189	$5.9M
Benedict Financial Advisors, Inc.	High 51%	162	315	$1.6M
Family Legacy Financial Solutions, LLC	Low 17%	55	315	$550K
Insight Wealth Strategies, LLC	Typical 29%	167	567	$1.9M
Keeler & Nadler Family Wealth	Typical 37%	188	504	$1.2M
Seros Wealth Partners	Low 27%	121	441	$770K
The Northstar Group, Inc.	Very High 79%	199	252	$3.9M
HoganTaylor Wealth	High 43%	164	379	$1.5M
Abundo Wealth	Very Low 0%	—	695	—
DWD Portfolio Solutions, Inc.	Very Low 9%	27	316	$780K
Fmsa	Low 17%	218	1,264	$140K
Stonepath Wealth Management	Low 17%	97	569	$510K
Rossmore Private Capital, LLC	Very High 75%	190	253	$7M
Warwick Partners	Very High 80%	202	253	$6.1M
GoalVest Advisory LLC	High 47%	207	443	$1.5M
Measured Wealth Private Client Group, LLC	Low 21%	131	633	$790K
Gimbal Financial, LLC	Typical 28%	106	380	$700K
Northstar Financial Companies, Inc.	Low 22%	113	507	$1M
Bangerter Financial Services, Inc.	Very Low 11%	35	317	$210K
Silveroak Wealth Management LLC	Very High 74%	328	444	$4.5M
William Mack & Associates Inc	Low 27%	260	952	$1.1M
S.A. Mason, LLC	Typical 35%	90	254	$1.9M
Provident Investment Management, Inc.	Very High 71%	227	318	$3.5M
Neumann Capital Management	Very High 67%	128	191	$3.3M
Headland Capital	Low 18%	116	637	$820K
Shore Point Advisors, LLC	Low 14%	91	637	$490K
Schaefer Financial Management, Inc.	High 52%	233	446	$2.5M
Perryman Financial Advisory, Inc.	High 45%	230	510	$1.9M
LSB Wealth Management	High 41%	157	383	$300K
Uniting Wealth Partners	Very High 78%	651	830	$960K
Arcus Capital Partners, LLC	Very High 90%	401	447	$4.1M
The Patten Group, Inc.	Typical 37%	165	447	$1.5M
5C Capital Management, LLC	Typical 32%	166	511	$1.2M
Affinity Wealth Management LLC	Typical 35%	224	639	$1.3M
Colonial Trust Advisors, Inc.	Typical 40%	356	895	$1.8M
Capital Square, LLC	Low 17%	117	704	$610K
Madden Asset Management	High 48%	61	128	$5.1M
Three Arch Wealth Management LLC	High 46%	118	256	$2.5M
Warner Financial, Inc.	Very High 68%	174	256	$3.2M
Warren Street Wealth Advisors, LLC	Typical 37%	166	449	$1.2M
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Buttonwood Financial Advisors, Inc.	High 47%	152	321	$1.5M
WESCAP Group	Very High 64%	205	321	$3.3M
Falcon Wealth Planning, Inc.	Typical 29%	430	1,478	$1M
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Simmons Capital Group	Very Low 12%	53	450	$460K
Smith Salley Wealth Management	Very High 62%	683	1,093	$2.5M
Vertex Partners	Typical 34%	284	836	$1.2M
Alta Wealth Advisors LLC	Typical 30%	233	772	$840K
Global Brokerage Services, Inc.	Low 27%	105	386	$360K
RZH Advisors LLC	Very High 68%	306	451	$5.4M
G&H Investments	Typical 29%	38	129	$2.6M
Loftin Wealth Partners	Low 27%	105	387	$890K
Journey Financial Group, Inc.	Typical 34%	109	323	$1M
Provident Wealth Management, LLC	High 54%	175	323	$2.3M
Insight Folios	Very Low 6%	73	1,228	$270K
Prosperitas Financial, LLC	Very Low 9%	150	1,745	$400K
Chaney Capital Management Inc.	Typical 36%	138	388	$1.2M
Traveka Wealth, LLC	Very High 69%	133	194	$3.8M
Toth Financial Advisory Corp	High 52%	335	647	$1.7M
PJS Investment Management	High 41%	188	454	$1.8M
Premier Path Wealth Partners, LLC	High 51%	233	454	$2.6M
Financial Consulate	Typical 39%	328	844	$1.3M
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
CAF Investments LLC	Very Low 1%	3	390	$80K
Canal Capital Management, LLC	Very High 74%	288	390	$2.7M
CMG Wealth Management	Typical 38%	122	325	$1.1M
Hoopoe Advisors	Typical 40%	236	585	$990K
Diamond Wealth Management, LLC	High 42%	164	391	$540K
Abound Wealth Management, LLC	Very High 70%	640	914	$2.1M
Excel Financial, LLC	Low 21%	83	392	$720K
Financial Sense Advisors, Inc.	Typical 32%	189	588	$1.4M
Great Diamond Partners, LLC	High 54%	285	523	$1.5M
Craft & Sage Wealth	Low 27%	144	524	$550K
Private Wealth Management, Inc.	Very High 65%	85	131	$6.3M
Br Wealth Management	Typical 28%	91	328	$970K
Liberty Asset Management	Very Low 8%	26	328	$420K
Financial Management Network Inc	Typical 33%	460	1,379	$1.1M
Tilia Fiduciary Partners, Inc.	Low 23%	77	329	$1.2M
WBH Advisory, Inc.	Very High 58%	418	725	$2.4M
ISC Advisors, Inc.	Very Low 11%	199	1,780	$440K
1808 Capital Partners	High 43%	113	264	$2.3M
Arbor Wealth Advisors LLC	Very High 100%	66	66	$10M
Armbruster Capital Management, Inc.	High 56%	257	462	$1.9M
Caldwell Sutter Capital, Inc.	Typical 28%	147	528	$1.1M
Cirrus Capital LLC	Very Low 11%	36	330	$500K
Diversified Portfolios, Inc.	Typical 28%	182	660	$2.8M
Professional Advisory Services Inc	High 42%	252	596	$2M
Alpine Private Wealth	Very High 78%	208	265	$5.2M
Rise Advisors, LLC	Low 23%	108	464	$800K
Stevens Foster Financial Advisors	High 45%	151	332	$2.3M
RCM Wealth Advisors	Low 19%	151	797	$260K
Strategy Asset Managers L.L.C.	Typical 36%	214	598	$1.4M
Buttonwood Wealth	Low 27%	107	399	$1M
TSP Capital Management Group, LLC	High 47%	62	133	$3.7M
Maridea Wealth Management	High 47%	725	1,530	$610K
Johnson & White Wealth Management LLC	Low 21%	99	466	$950K
Fiduciary Financial Planning Network	Very Low 12%	41	333	$530K
Fortem Financial Group, LLC	High 42%	140	333	$1.8M
Lane Brothers Investment Counsel	Very Low 13%	43	333	$670K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
Provise Management Group, LLC	High 55%	626	1,139	$1.7M
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Drive Wealth Advisers	Typical 31%	329	1,073	$1.4M
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
Canvas Wealth Advisors, LLC	High 41%	222	537	$1.6M
Whelan Financial	High 47%	222	470	$1.3M
Commonwealth Retirement Investments LLC	High 41%	138	336	$1.1M
HCM Wealth	Very High 58%	156	269	$3.1M
Atlas Private Wealth Advisors	Low 17%	211	1,211	$710K
Samalin Wealth	Low 23%	122	539	$900K
Access Financial Resources Inc.	Low 19%	89	472	$470K
Bason Asset Management	Very High 89%	120	135	$6.2M
Klaas Financial Asset Advisors, LLC.	Low 20%	203	1,015	$750K
Weaver Capital Management, LLC	High 43%	88	203	$2.4M
New Millennium Group	Very Low 4%	37	881	$280K
Stone House Investment Management, LLC	Low 22%	253	1,153	$720K
Verde Capital Management, Inc.	Typical 29%	218	746	$950K
Keller Wealth Advisors	Typical 28%	151	543	$1.6M
First Pacific Financial, Inc.	High 44%	565	1,291	$1.4M
Accretive Wealth Partners, LLC	Very High 70%	142	204	$2.4M
Certior Financial Group, LLC	Typical 35%	165	476	$940K
Compton Wealth Advisory Group, LLC	High 55%	112	204	$3.7M
Stonebridge Financial Planning Group, LLC	Low 24%	82	340	$960K
ABLE Financial Group, LLC	High 46%	284	613	$1.2M
The Clarus Group	Typical 36%	220	613	$1.8M
Bledsoe Asset Management, LLC	Low 14%	47	341	$550K
Cambridge Advisors Inc	Typical 36%	99	273	$1.3M
Flagship Wealth Advisors, LLC.	High 45%	217	478	$1.6M
Ethos Financial Group, LLC	Low 22%	382	1,709	$970K
Turner Financial Group, Inc.	Very Low 10%	57	547	$400K
Nadler Financial Group, Inc.	High 43%	437	1,026	$2M
Eltekon Advisors, LLC.	Very Low 13%	60	479	$660K
THOR Wealth Management Inc	Typical 37%	175	479	$1.4M
GGM Financial LLC	Typical 37%	151	411	$1.2M
Disciplined Investors, L.L.C.	Typical 35%	168	480	$1.2M
Tiller Private Wealth, Inc.	High 52%	177	343	$2.1M
High Note Wealth, LLC	Very High 67%	184	275	$2.4M
Sandy Cove Advisors, LLC	Very High 75%	205	275	$2.5M
Jt Stratford, LLC	Low 21%	261	1,238	$770K
MFG Investments, LLC	Low 15%	52	344	$430K
Bellwether Wealth	Typical 28%	135	482	$1.4M
Madrona Financial & CPAs	High 41%	281	689	$980K
Cornerstone Financial Group, LLC	Typical 28%	96	345	$810K
Financial Planning Services	Very Low 12%	58	483	$410K
Mason & Associates, LLC	High 42%	172	414	$1.1M
Scala Capital LLC	Low 24%	84	345	$690K
SP Asset Management LLC	Very High 100%	207	207	$8.9M
Westhill Financial Advisors, Inc.	High 52%	214	414	$1.9M
Adams Wealth Advisors	Low 19%	134	691	$700K
Round Rock Advisors LLC	Typical 32%	202	622	$1.2M
HD Money, Inc.	Very High 100%	484	484	$800K
Compass Ion Advisors, LLC	Typical 28%	333	1,177	$1.2M
Hunter Capital Management	Very High 100%	485	485	$1.5M
Fourth Dimension Wealth, LLC	Typical 34%	214	624	$550K
Matrix Private Capital Group	Very High 60%	124	208	$2.2M
Paradigm Wealth Management, LLC	High 41%	171	416	$1.3M
Warburton Capital Management, LLC	Typical 38%	158	416	$1.6M
Hillcrest Financial Group	High 42%	146	347	$1.6M
Christy Capital Management, Inc.	Very Low 11%	86	765	$490K
Darwin Wealth Management	Low 19%	157	835	$740K
ARS Wealth Advisors	High 44%	459	1,044	$1.5M
Guardian Wealth Management, LLC	Typical 35%	122	348	$1.2M
Masterworks Advisers, LLC	Low 26%	270	1,045	$7.7K
RAI Wealth	Typical 33%	137	418	$1.1M
The High Net Worth Advisory Group, LLC	Low 21%	89	418	$2M
Decker Retirement Planning Inc.	Very Low 7%	54	767	$470K
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
Uhler Vertich White Advisors	Typical 30%	126	419	$1.2M
Auxan Capital Advisors, LLC	Very Low 3%	14	559	$150K
Sustainable Advisors Alliance LLC	Low 17%	94	559	$410K
FEFA Financial	Very Low 2%	37	1,679	$260K
Davinci Financial Designs	Very Low 13%	44	350	$630K
Plagens & Taylor Wealth Management	Typical 36%	127	350	$790K
Wilon Wealth Management	Typical 37%	130	350	$740K
Rothschild Investment	High 44%	525	1,191	$2.2M
Vista Investment Partners	Low 19%	94	491	$760K
Victory Wealth Partners	Very Low 4%	13	351	$180K
Andina Advisors	Typical 35%	223	632	$1.5M
Penobscot Financial Advisors	Typical 34%	193	562	$970K
Sterling Financial Planning Inc	Typical 38%	212	562	$1.3M
Ventura Wealth Management	Typical 31%	173	562	$1.1M
Momentous Wealth Management, Inc.	Typical 31%	154	492	$740K
Delta Financial Advisors, L.L.C.	High 46%	98	211	$2.4M
Wealth Care LLC	Very High 59%	125	211	$3M
Collaborative Wealth	Low 19%	175	915	$630K
Cornerstone Professional Advisor Services, LLC	Very Low 7%	26	352	$280K
New Insight Wealth Advisors	High 47%	164	352	$1M
Pension & Wealth Management Advisors	Low 21%	105	493	$920K
Sigma Investment Counselors	Very High 66%	514	775	$2.8M
Freedom Advisory	Typical 39%	166	423	$1.9M
Henry H. Armstrong Associates, Inc.	Very High 80%	113	141	$8.6M
MIRAMAR CAPITAL	Very High 73%	103	141	$3M
Poehling Capital Management, Inc.	Typical 38%	162	423	$1.3M
Advantage Investment Management	Very Low 12%	43	353	$520K
Cabot Wealth Management	Very High 100%	636	636	$1.9M
Primoris Wealth Advisors, LLC	Low 20%	85	424	$520K
Rebalance LLC	Typical 31%	197	636	$2.8M
Great Waters Financial	Low 24%	383	1,627	$760K
Vector Wealth Management	High 55%	467	849	$1.9M
Centric Wealth Management, LLC	Low 22%	126	568	$1.3M
Clear Wave Wealth Management, LLC	Very High 80%	113	142	$4.3M
Summit Financial Wealth Advisors	Low 22%	268	1,208	$1.3M
Telos Capital Management, Inc.	High 49%	456	924	$1.7M
Sandbox Financial Partners, LLC	High 55%	273	498	$1.2M
Guardian Financial Partners, LLC	Very High 58%	246	427	$960K
Wellfull	Typical 37%	289	784	$1M
Lfa	Low 16%	80	499	$550K
Centurion Wealth Management	High 42%	180	428	$1.8M
Wrenne Financial Planning LLC	Low 23%	99	428	$700K
Covenant Asset Management, LLC	Very High 64%	412	643	$1M
SWMG, LLC	Typical 38%	161	429	$1M
Stonebridge Wealth Systems LLC	Low 15%	139	931	$400K
CJM Wealth Advisers, LTD.	Typical 28%	242	860	$1.7M
Landmark Wealth Management	Very High 61%	175	287	$2.3M
Plan Group Financial, INC.	Very Low 12%	149	1,221	$570K
Gratus Wealth Advisors LLC	High 46%	200	431	$1.8M
Northern Capital Management, Inc.	Low 20%	142	719	$720K
JSF Financial, LLC	High 44%	346	791	$2.1M
Dash Investments	Very High 79%	340	432	$1.6M
Oliver Luxxe Assets LLC	Very High 78%	338	432	$1.9M
Virtus Family Office	High 51%	74	144	$4.2M
MJP Wealth Advisors	Typical 32%	279	865	$1.4M
Monon Wealth Management	Low 26%	130	505	$990K
rebel Financial, LLC	Low 23%	100	433	$820K
JPL Wealth Management, LLC	Very High 58%	169	289	$2M
Blue Sky Capital Consultants Group, Inc.	Typical 33%	165	506	$600K
SteadTrust	Low 24%	156	651	$920K
Frazier Financial Advisors, LLC	High 41%	300	724	$1.5M
Pathview Wealth Advisors	Typical 37%	133	362	$1.6M
Prasad Wealth Partners	Low 18%	127	724	$790K
Petersen Hastings Wealth Advisors, Inc.	Typical 30%	374	1,232	$960K
The Kelly Group	Low 23%	247	1,087	$960K
Mountain Pacific Investment Advisers, LLC	Very High 65%	188	290	$2.9M
FAI Advisors, Inc.	Low 26%	93	363	$830K
Trustwell Financial Advisors, LLC	Low 16%	59	363	$720K
Sterling Investment Advisors Ltd.	High 45%	194	436	$2.4M
Winebrenner Capital Management LLC	Typical 29%	127	436	$410K
Family Investment Center	Typical 30%	265	873	$750K
Parkway Wealth Management Group, LLC	Low 22%	283	1,310	$900K
Walled Lake Planning & Wealth Management, LLC	Very Low 12%	43	364	$2M
Quadrant Private Wealth Management, LLC	High 45%	394	875	$2.4M
MPM Wealth Advisors	Typical 31%	337	1,094	$900K
Atwood & Palmer, Inc.	Very High 70%	358	511	$3.8M
Cypress Capital, LLC	Low 16%	107	657	$640K
Elevage Partners, LLC	Very Low 6%	23	365	$420K
Blue Bell Private Wealth Management, LLC	Low 26%	209	804	$1.4M
Lazari Capital Management, Inc.	Low 17%	122	731	$690K
Bravias Financial	Very Low 9%	39	439	$480K
North Star Advisory Group, LLC	Low 15%	67	439	$580K
MA Private Wealth, LLC	Typical 40%	148	366	$1.9M
Hilltop Wealth Advisors, LLC	High 42%	245	586	$1.1M
Post Resch Tallon Group	Typical 31%	135	440	$770K
Carolina Wealth Management, Inc.	Low 25%	144	587	$980K
Marshall Investment Management, LLC	High 44%	257	587	$510K
The Arkansas Financial Group, Inc.	Very High 68%	248	367	$2.6M
Ironwood Financial, LLC	Low 18%	107	588	$900K
Peregrine Asset Advisers, Inc.	Very Low 12%	51	441	$1.3M
Smallwood Wealth Management	Low 25%	110	441	$680K
Cookson Peirce Wealth Management	Very Low 8%	130	1,544	$1.4M
Segment Wealth Management, LLC	Very High 77%	170	221	$9.1M
Wealth Teams Alliance	Very Low 6%	52	812	$270K
Council Oak Wealth Advisors	Typical 32%	117	370	$1.4M
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
KFA Private Wealth Group, LLC	Typical 28%	229	814	$990K
Pacific Asset Management, LLC	Typical 33%	122	370	$1M
Stonewater Wealth Management, Inc.	Very Low 2%	8	444	$100K
O'Boyle Wealth Management, Inc.	High 50%	184	371	$1M
Laurel Wealth Advisors, LLC	High 47%	244	520	$2M
Macro Advisors, Inc.	Very Low 10%	66	669	$530K
Mills Wealth Advisors, LLC	Typical 38%	171	446	$1.1M
The Goff Financial Group	Very High 64%	142	223	$3M
Voisard Asset Management Group	Typical 36%	162	446	$1.2M
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Arlington Financial Advisors, LLC	High 45%	267	595	$1.9M
Alliance Wealth Management Group, LLC	Typical 31%	137	447	$1.2M
Asset Planning, Inc	High 50%	186	373	$1.5M
BetterWealth LLC	Very High 58%	215	373	$1.7M
Lighthouse Wealth Management, Inc.	Very Low 13%	50	373	$580K
Wood Wealth Group, LLC	Very Low 4%	14	373	$150K
SLOY, DAHL & HOLST, LLC	Typical 37%	165	448	$2M
Helmstar Wealth Management	High 43%	227	523	$1.5M
Schwarz Dygos Wheeler Investment Advisors LLC	High 42%	220	523	$1.4M
Baron Silver Stevens Financial Advisors, LLC	Very High 73%	438	598	$2M
Cannon Wealth Management Services	Low 14%	53	374	$530K
Provision Asset, LLC	Very Low 9%	42	459	$320K
Stewardship Advisors, LLC	Low 22%	146	674	$760K
Argent Wealth, LLC	Typical 31%	139	450	$1M
Firestone Capital Management Inc	High 51%	192	375	$2.1M
Strategic Family Wealth Counselors, L.L.C.	High 50%	150	300	$5.3M
Greenwood Gearhart, LLC	High 46%	483	1,051	$1.8M
Worth Advisors	Very Low 13%	57	451	$620K
Clear Trail Advisors, LLC	Very High 60%	227	376	$2.1M
Cornerstone Wealth Management	Typical 28%	104	376	$1.1M
Dentist Advisors	Low 22%	167	752	$640K
Kickstand Wealth Advisors	Very High 57%	215	376	$1.7M
Vista Investment Partners LLC	Low 26%	118	452	$1.2M
Financial Plan, Inc.	Typical 34%	309	905	$1.8M
Mustard Seed Wealth Management	Low 22%	151	679	$620K
Indie Asset Partners, LLC	High 49%	147	302	$1.8M
Ullmann Wealth Partners	Very High 57%	304	529	$2.4M
American Money Management, LLC	Low 25%	211	832	$990K
Occidental Asset Management, LLC	Very High 100%	908	908	$1.2M
Uptick Partners, LLC	Typical 33%	375	1,135	$930K
Petredis Investment Advisors	Very High 57%	301	530	$3.2M
Cadinha & Co LLC	High 47%	287	606	$1.7M
Cross Border Wealth, LLC	Very High 100%	531	531	$420K
Tempus Wealth Planning, LLC	High 41%	282	683	$980K
Asset Advisors	High 54%	245	456	$3M
Core Wealth Partners LLC	Low 22%	83	380	$1M
Great Hill Capital, LLC	Very High 100%	76	76	$13M
Mayport Wealth Management	Very High 74%	112	152	$4.5M
Strongtower Wealth Management, Plc	Low 15%	56	380	$330K
Wealthcrest Financial Services, LLC	Very High 61%	232	380	$1.3M
Oxford Wealth Group, LLC	Very Low 6%	55	913	$360K
CLF Asset Management, Inc.	Low 26%	98	381	$350K
Concentrum Wealth Management	High 47%	179	381	$2.3M
Palm Wealth Partners	Very Low 6%	44	686	$260K
Applied Capital LLC	Low 14%	94	687	$520K
Inlight Wealth	Very High 65%	148	229	$3.7M
Lathrop Investment Management Company	Very High 66%	150	229	$2.8M
Navpoint Financial, Inc.	Very High 82%	188	229	$3.3M
Shiraishi Financial Group Advisors	Low 17%	79	458	$240K
Infinity Tax & Financial Planning	Very Low 7%	28	382	$220K
Selective Wealth Management, Inc.	Low 27%	184	688	$640K
The Marshall Financial Group LLC	Low 17%	166	994	$680K
Ironwood Wealth Management, LLC	Typical 34%	155	459	$1.3M
WealthPlan Investment Management LLC	Low 18%	375	2,068	$910K
BCA Private Wealth, Inc.	High 44%	167	383	$820K
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Black Card Circle	Very Low 7%	34	460	$210K
One Degree Advisors, Inc.	Typical 33%	150	461	$1M
Strive Financial Group, LLC	Low 14%	109	769	$310K
National Wealth Management Group, LLC	Very Low 10%	134	1,308	$400K
Steigerwald, Gordon & Koch - Wealth Advisors	High 56%	388	693	$1.9M
Pinkerton Wealth Partners	Typical 31%	386	1,233	$1.1M
TBH Global Asset Management, LLC	High 43%	431	1,002	$1.4M
J.J. Burns & Company	High 45%	280	617	$2M
Fairvoy Private Wealth, LLC	Typical 40%	185	463	$1.3M
CHJ Wealth Management	Typical 40%	124	309	$1.9M
Capstone Investment Financial Group, LLC	Very Low 8%	30	387	$440K
AGH Wealth Advisors, LLC	High 47%	220	465	$560K
Amplius Wealth Advisors	High 52%	406	775	$2.2M
Midwest Financial Group LLC	Low 22%	204	931	$590K
Auxier Asset Management	Low 26%	119	466	$1.1M
Worthpointe	Typical 37%	233	622	$1.6M
The Harbor Group, Inc.	Very High 65%	456	700	$2.8M
TrueWealth Advisors, LLC	Low 27%	297	1,090	$500K
Stack Financial Management Inc	Very High 76%	590	779	$2.4M
SHP Wealth Management, LLC	Low 21%	483	2,261	$800K
Nikulski Financial, Inc.	Low 25%	116	468	$940K
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
Ramsay Stattman Vela & Price Inc	Very High 61%	237	390	$1.7M
Merkle Retirement Planning	Typical 28%	287	1,015	$560K
Horizon Financial Services, LLC	Low 24%	94	391	$670K
Vital Investment Management LLC	Low 25%	99	391	$720K
Osborne Partners	Very High 61%	428	704	$3.3M
Wealth Dimensions Group, Ltd.	High 53%	374	704	$1.6M
Cassady Wealth & Retirement Planning L.L.C.	Low 18%	72	392	$620K
Hexagon Capital Partners, LLC	High 52%	203	392	$1.6M
Quattro Advisors L.L.C.	High 50%	196	392	$890K
Apollon Financial, LLC	Typical 34%	429	1,256	$1.2M
Bigelow Investment Advisors, LLC	High 43%	134	314	$1.3M
Kimery Wealth Management, LLC	Typical 36%	170	471	$1.2M
Old North State Wealth Management, LLC	Low 24%	111	471	$960K
Century Management Financial Advisors	Low 19%	131	707	$790K
Portfolio Advisory Council,L.L.C.	Low 24%	130	550	$720K
Mirador Capital Partners	Typical 35%	223	629	$1.4M
Thrive Wealth Management, LLC	Typical 34%	297	865	$1.8M
Alpha Wealth Management And Planning LLC	High 51%	241	473	$640K
Ables, Iannone, Moore & Associates, Inc.	Low 21%	83	395	$640K
PFG Private Wealth Management, LLC	Low 14%	67	474	$590K
The Main Street Group	Low 17%	122	711	$710K
Retirement Income Solutions, Inc.	Very High 69%	869	1,265	$2.3M
Human Investing	Very Low 11%	136	1,267	$720K
Bridgewater Asset Management LLC	High 42%	165	396	$860K
Waterfront Wealth Inc.	Typical 33%	265	792	$1.4M
Diversified, LLC	High 42%	828	1,982	$1.3M
Bulman Wealth Group	Low 14%	78	555	$510K
AssetBuilder, Inc.	Typical 35%	247	714	$1.1M
Broadway Wealth Solutions	Low 17%	152	875	$340K
Element Squared Private Wealth	Low 17%	81	478	$430K
Chemistry Wealth Management LLC	Very High 59%	331	558	$2.3M
CFO4Life	Typical 40%	348	877	$1.7M
Omega Financial Group, LLC	High 46%	148	319	$1.7M
FLC Capital Advisors	Very High 58%	184	320	$2.5M
Invista Advisors	Typical 35%	223	640	$420K
J.M. Arbour, LLC	Very Low 4%	28	720	$250K
MBR Financial	High 48%	232	480	$2M
Motiv8 Investments LLC	Very Low 6%	42	720	$300K
Neville, Rodie & Shaw Inc	Very High 69%	222	320	$5.6M
SWS Advisors, inc.	Very Low 0%	—	560	$110K
Potentia Wealth	High 54%	392	722	$740K

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