Clients per advisor for Independent firms serving clients in Florida

In Florida, independent financial advisors tend to serve a higher number of clients per advisor compared to the national median for this category. With 856 independent firms in the state, the median client count per advisor is 32, exceeding the national median of 25. This suggests that Florida's independent advisors may be balancing personalized service with a somewhat larger client base, potentially reflecting a mix of advisors who are both growing their practices and those maintaining manageable client loads. Clients in Florida might expect a blend of relationship-driven service and efficient management, depending on the advisor’s approach and firm size.

Independent firms nationally 9,196 firms
Very Low 3-9 per advisor
Low 9-20
Typical 20-35
High 35-65
Very High 65-140
5th 20th 40th 60th 80th 95th

Median: 26

Firm
Client/advisor ratio
Clients
Advisors
Staff
Elderkin Wealth Management LLC logo Elderkin Wealth Management LLC
Very Low 1
1
1
1
Hive Wealth Management LLC
Very Low 1
1
1
1
GBS Group
Very Low 1
1
1
1
Grayton Beach Capital, LLC logo Grayton Beach Capital, LLC
Very Low 1
1
1
1
Critical Mass Financial, LLC logo Critical Mass Financial, LLC
Very Low 1
1
1
1
Prosperity Financial Planning LLC logo Prosperity Financial Planning LLC
Very Low 1
1
1
1
GAP Financial Counseling Corp. logo GAP Financial Counseling Corp.
Very Low 1
1
1
1
W Bradley Wealth Management LLC logo W Bradley Wealth Management LLC
Very Low 1
1
1
1
Sensible Wealth Management, Inc. logo Sensible Wealth Management, Inc.
Very Low 1
1
1
1
Vaquita Sun, Inc. logo Vaquita Sun, Inc.
Very Low 1
1
1
1
Chinea Wealth Management LLC logo Chinea Wealth Management LLC
Very Low 1
1
1
1
Crewson Financial logo Crewson Financial
Very Low 1
0
1
1
American Dream
Very Low 2
2
1
1
Guardian Advisors, LLC logo Guardian Advisors, LLC
Very Low 2
2
1
1
Albatroz Capital logo Albatroz Capital
Very Low 2
2
1
2
Guardant Wealth Advisors LLC logo Guardant Wealth Advisors LLC
Very Low 2
2
1
1
Elementum Capital
Very Low 2
2
1
1
Figa Capital Management LLC.
Very Low 2
2
1
1
Haddock Capital LLC logo Haddock Capital LLC
Very Low 2
2
1
1
Seth Heine LLC
Very Low 2
2
1
1
Shonan Gold Financial LLC logo Shonan Gold Financial LLC
Very Low 2
2
1
1
Structured Portfolio Solutions, LLC
Very Low 2
2
1
1
Bitcoin Standard
Very Low 2
2
1
1
Bates Real Estate and Financial Advisory Services
Very Low 2
2
1
1
Libra Investment Advisors Inc logo Libra Investment Advisors Inc
Very Low 2
2
1
2
Quantca Financial logo Quantca Financial
Very Low 2
2
1
2
Bert Reames Investment Advisors, Inc.
Very Low 2
2
1
2
Venture Wealth Solutions LLC logo Venture Wealth Solutions LLC
Very Low 2
2
1
1
Oceanus Capital Management logo Oceanus Capital Management
Very Low 2
2
1
2
LifeCare Funding Solutions, LLC logo LifeCare Funding Solutions, LLC
Very Low 2
2
1
1
Prometheus Capital Management LLC logo Prometheus Capital Management LLC
Very Low 2
2
1
1
Vigo Capital LLC logo Vigo Capital LLC
Very Low 3
0
1
1
Stronghold Investment Management
Very Low 3
3
1
1
Profitable Financial Strategies
Very Low 3
3
1
1
Mozella Asset Management logo Mozella Asset Management
Very Low 3
3
1
1
WCA Advisors, LLC
Very Low 3
3
1
1
Blue Compass Wealth Management, LLC logo Blue Compass Wealth Management, LLC
Very Low 3
3
1
1
WaterShip Private Capital Management, LLC
Very Low 3
3
1
1
Financial Connection, Inc logo Financial Connection, Inc
Very Low 3
0
1
1
SC Capital Management LLC logo SC Capital Management LLC
Very Low 3
3
1
1
Sun Creek Holdings LLC
Very Low 3
3
1
1
Motus Partners LLC logo Motus Partners LLC
Very Low 3
3
1
1
R.E. Snow Private Wealth Management Group, LLC
Very Low 3
3
1
1
Palm View Investments logo Palm View Investments
Very Low 3
3
1
1
John C. Tumazos logo John C. Tumazos
Very Low 3
3
1
2
Time Advisors USA, LLC
Very Low 3
3
1
1
Bmr Global Wealth Management Group, Inc. logo Bmr Global Wealth Management Group, Inc.
Very Low 4
4
1
1
Tactical Investments logo Tactical Investments
Very Low 4
4
1
1
Vero Strategic Yield, LLC
Very Low 4
4
1
1
Smartvalue Investment Management, LLC logo Smartvalue Investment Management, LLC
Very Low 4
4
1
1
Business Wise Insurance, PLLC logo Business Wise Insurance, PLLC
Very Low 4
4
1
1
Earner Wealth LLC logo Earner Wealth LLC
Very Low 4
4
1
1
Archedia Capital LLC
Very Low 4
4
1
1
Monterra Advisors, LLC logo Monterra Advisors, LLC
Very Low 4
4
1
1
Brickstone Advisors logo Brickstone Advisors
Very Low 4
4
1
1
LeBrigh Life Planners logo LeBrigh Life Planners
Very Low 4
4
1
1
Fundamental Investment Alliance Group, Inc.
Very Low 4
4
1
2
Litovsky Asset Management logo Litovsky Asset Management
Very Low 4
4
1
1
Stewart Wealth Management, LLC logo Stewart Wealth Management, LLC
Very Low 4
4
1
1
KFI Advisors
Very Low 4
4
1
1
Legacy Wealth Management, Inc.
Very Low 4
4
1
1
Flood Tide Financial LLC
Very Low 4
4
1
1
Filon Capital logo Filon Capital
Very Low 4
4
1
2
Magna Vis Capital
Very Low 4
4
1
1
Saber Asset Management
Very Low 4
4
1
1
WealthAdvisor365 logo WealthAdvisor365
Very Low 4
0
1
1
Norton Financial Consultants logo Norton Financial Consultants
Very Low 5
5
1
1
M. D. Falk & Company, Inc.
Very Low 5
5
1
1
Navigar Advisors, Inc.
Very Low 5
5
1
1
Ransome Asset Management logo Ransome Asset Management
Very Low 5
5
1
1
Orcus Investment Advisors, LLC logo Orcus Investment Advisors, LLC
Very Low 5
5
1
1
Black Raven Investments, LLC logo Black Raven Investments, LLC
Very Low 5
5
1
1
Plan Ahead Advisors
Very Low 5
5
1
1
Bedinghaus Financial Group, Inc
Very Low 5
5
1
1
Broaden Wealth LLC
Very Low 5
5
1
1
Abound Investments logo Abound Investments
Very Low 5
5
1
1
Acosta Capital Advisors
Very Low 5
5
1
1
Gray Lion Capital logo Gray Lion Capital
Very Low 5
5
1
1
Robertson Advisory, Inc. logo Robertson Advisory, Inc.
Very Low 5
5
1
1
Elm Tree Capital Management LLC
Very Low 5
5
1
1
LE Capital Management LLC
Very Low 5
5
1
1
JP Law and Wealth Advisors PLLC logo JP Law and Wealth Advisors PLLC
Very Low 5
5
1
1
C. O. Overbey, Jr LLC logo C. O. Overbey, Jr LLC
Very Low 5
5
1
1
TEP Financial Solutions LLC logo TEP Financial Solutions LLC
Very Low 5
5
1
1
Thistle Wealth Management, LLC logo Thistle Wealth Management, LLC
Very Low 5
5
1
1
Tailwind Financial Planning LLC logo Tailwind Financial Planning LLC
Very Low 5
5
1
1
Stewardship Matters logo Stewardship Matters
Very Low 5
5
1
1
Beofor Capital LLC logo Beofor Capital LLC
Very Low 5
5
1
1
McLean Capital Management
Very Low 5
5
1
2
CPA Synced Financial
Very Low 5
5
1
1
Grand Life Financial LLC logo Grand Life Financial LLC
Very Low 5
5
1
1
EBANKS Financial Solutions, LLC
Very Low 5
5
1
1
Gray Colt Financial Planning LLC logo Gray Colt Financial Planning LLC
Very Low 5
5
1
1
DeHoff Wealth Advisory LLC logo DeHoff Wealth Advisory LLC
Very Low 5
5
1
1
Johnson Wealth Management, LLC logo Johnson Wealth Management, LLC
Very Low 5
5
1
1
AdvisorPlanner, LLC
Very Low 6
6
1
1
Fleschner Investments
Very Low 6
6
1
1
Houndstooth Investment Management logo Houndstooth Investment Management
Very Low 6
6
1
1
Ossia IM
Very Low 6
6
1
1
ECT Advisory, LLC logo ECT Advisory, LLC
Very Low 6
6
1
1
Cereli Inc. logo Cereli Inc.
Very Low 6
6
1
1
Financial Planning by Design logo Financial Planning by Design
Very Low 6
6
1
1
Relentless Returns logo Relentless Returns
Very Low 6
6
1
2
Waldo Investment Advisors, LLC
Very Low 6
6
1
1
AURE Investments
Very Low 6
6
1
1
Zeniki Wealth logo Zeniki Wealth
Very Low 6
6
1
1
Zenith Wealth Management logo Zenith Wealth Management
Very Low 6
6
1
1
OIC Financial logo OIC Financial
Very Low 6
6
1
1
FIA Services, Inc. logo FIA Services, Inc.
Very Low 6
6
1
1
Bayview Financial Planning logo Bayview Financial Planning
Very Low 6
6
1
1
Zonka & Associates, Inc.
Very Low 6
6
1
1
Fresh Lake Wealth Management LLC logo Fresh Lake Wealth Management LLC
Very Low 6
6
1
1
Varney Wealth Management logo Varney Wealth Management
Very Low 7
7
1
1
W. V. Legg Financial Management LLC
Very Low 7
7
1
1
GWBLAKE & Company logo GWBLAKE & Company
Very Low 7
7
1
1
Cadalyst, LLC
Very Low 7
7
1
1
Draxis Asset Management, LLC
Very Low 7
7
1
1
AP Financial Contingency Group Inc logo AP Financial Contingency Group Inc
Very Low 7
7
1
1
Psalm Capital logo Psalm Capital
Very Low 7
7
1
1
T. Clark & Associates
Very Low 7
7
1
1
Certified Planning Services, LLC
Very Low 7
7
1
1
Seven Pines Capital, LLC logo Seven Pines Capital, LLC
Very Low 7
7
1
1
Thureos Asset Management LLC
Very Low 7
7
1
1
Zou Capital Management LLC
Very Low 7
7
1
1
ALES29 Advisors, Inc
Very Low 7
7
1
1
Alitus Financial Services logo Alitus Financial Services
Very Low 7
7
1
1
Azure Financial Advisors LLC logo Azure Financial Advisors LLC
Very Low 7
7
1
1
Conservation Capital, LLC
Very Low 7
7
1
1
Modified Investments logo Modified Investments
Very Low 7
7
1
1
Reif Portfolio Management logo Reif Portfolio Management
Very Low 7
7
1
1
Crocker Capital, LLC logo Crocker Capital, LLC
Very Low 7
7
1
1
Hivest Financial LLC logo Hivest Financial LLC
Very Low 8
8
1
1
Kasmat Risk Management, LLC. logo Kasmat Risk Management, LLC.
Very Low 8
8
1
1
Quality Financial Planning LLC logo Quality Financial Planning LLC
Very Low 8
8
1
1
Florida Financial Planning LLC
Very Low 8
8
1
1
Savvy Wealth Management LLC
Very Low 8
8
1
1
Fountainhead Financial Management, Inc. logo Fountainhead Financial Management, Inc.
Very Low 8
0
1
1
Financial Wellness Solutions, LLC logo Financial Wellness Solutions, LLC
Very Low 8
8
1
1
Gillespie Wealth Management Inc
Very Low 8
8
1
1
Valoria Wealth Management LLC logo Valoria Wealth Management LLC
Very Low 8
8
1
1
Financial Journey LLC logo Financial Journey LLC
Very Low 8
8
1
1
Gemstone Wealth Management logo Gemstone Wealth Management
Very Low 8
8
1
1
Benson Avenue Capital, LLC logo Benson Avenue Capital, LLC
Very Low 8
8
1
1
Reserve Fund Advisers logo Reserve Fund Advisers
Very Low 8
8
1
1
VL Capital Management LLC logo VL Capital Management LLC
Very Low 8
8
1
1
Strategic Probability Partners, LLC logo Strategic Probability Partners, LLC
Very Low 8
8
1
2
Client First Financial Advisors, LLC
Very Low 8
8
1
1
Epic Investment Management logo Epic Investment Management
Very Low 8
8
1
1
Kapok Capital LLC logo Kapok Capital LLC
Very Low 8
8
1
1
N.A. Silva & Company, Inc. logo N.A. Silva & Company, Inc.
Very Low 8
8
1
1
Nested Financial & Tax Planning logo Nested Financial & Tax Planning
Very Low 9
9
1
1
Freedom Capital Management logo Freedom Capital Management
Very Low 9
9
1
1
Eppes Wealth Management logo Eppes Wealth Management
Very Low 9
9
1
1
NRW Asset Management, Inc. logo NRW Asset Management, Inc.
Very Low 9
9
1
1
Parker Financial Planning, LLC. logo Parker Financial Planning, LLC.
Very Low 9
9
1
1
Sunshine Kapital
Very Low 9
9
1
1
LK Financial Planning LLC
Very Low 9
9
1
1
Shidoosh Wealth Management LLC logo Shidoosh Wealth Management LLC
Very Low 9
9
1
1
Made Financial Design logo Made Financial Design
Very Low 9
9
1
1
Russell Advisory Group, Inc
Very Low 9
9
1
1
Baffin Advisors LLC logo Baffin Advisors LLC
Very Low 9
9
1
1
Total Financial Planning, LLC logo Total Financial Planning, LLC
Very Low 9
9
1
1
Silver King Asset Management, LLC logo Silver King Asset Management, LLC
Very Low 9
9
1
1
Stephen R Williams Investment Advisor LLC
Very Low 9
9
1
1
Pinder Financial, LLC logo Pinder Financial, LLC
Very Low 9
9
1
1
Carter Ridge Strategic Advisors logo Carter Ridge Strategic Advisors
Very Low 9
9
1
1
Silver Thread Investments
Very Low 9
9
1
1
Aber Investments logo Aber Investments
Very Low 9
9
1
1
Future Path Financial Planning logo Future Path Financial Planning
Very Low 9
9
1
1
Murray Ruffell
Very Low 9
9
1
1
Trammell Wealth logo Trammell Wealth
Very Low 9
9
1
1
Alpha Prime Capital, LLC logo Alpha Prime Capital, LLC
Very Low 9
9
1
1
Blue Infinitas Capital, LLC logo Blue Infinitas Capital, LLC
Low 10
10
1
1
S12 Group LLC logo S12 Group LLC
Low 10
10
1
1
Pashman Financial LLC logo Pashman Financial LLC
Low 10
10
1
1
TCP Investments LLC logo TCP Investments LLC
Low 10
10
1
1
Amplify My Wealth logo Amplify My Wealth
Low 10
10
1
1
Reef Advisors LLC
Low 10
10
1
1
International Investments & Consulting LLC logo International Investments & Consulting LLC
Low 10
10
1
1
Kehoe Investment Services, Inc
Low 10
10
1
1
Kaul Financial Solutions logo Kaul Financial Solutions
Low 10
10
1
1
Melchior Investments LLC
Low 10
10
1
1
Capital Management Investor Services, Inc.
Low 10
10
1
1
House Capital Advisors, LLC
Low 10
10
1
1
The Financial Preserve at Lonier Financial Advisory LLC
Low 10
10
1
1
Paradox Financial LLC logo Paradox Financial LLC
Low 10
10
1
1
NONE logo NONE
Low 10
10
1
1
Arkhe Wealth Management logo Arkhe Wealth Management
Low 10
10
1
1
Portfoliolab
Low 10
10
1
1
Gulfcrest Capital logo Gulfcrest Capital
Low 10
10
1
2
IQ Retirement Portfolios LLC logo IQ Retirement Portfolios LLC
Low 10
10
1
1
Dias Wealth, LLC logo Dias Wealth, LLC
Low 11
11
1
1
Roschman Capital Advisors, LLC logo Roschman Capital Advisors, LLC
Low 11
11
1
1
Krishna Portfolio Management logo Krishna Portfolio Management
Low 11
11
1
1
Bishop Capital Advisors LLC logo Bishop Capital Advisors LLC
Low 11
11
1
2
Pen Facs Financial Services logo Pen Facs Financial Services
Low 11
11
1
1
Transparenza Advisors LLC logo Transparenza Advisors LLC
Low 11
11
1
2
FamilyRoot Wealth Advisors, LLC logo FamilyRoot Wealth Advisors, LLC
Low 11
11
1
1
Insight Family Financial logo Insight Family Financial
Low 11
11
1
1
Belvedere Wealth Advisors LLC logo Belvedere Wealth Advisors LLC
Low 11
11
1
1
Capital Management Group logo Capital Management Group
Low 11
11
1
1
Advanced Financial Analysis, LLC
Low 11
11
1
1
Wealth Management Services Inc.
Low 11
11
1
1
My Investment Path logo My Investment Path
Low 11
11
1
2
Independent Wealth, LLC logo Independent Wealth, LLC
Low 11
11
1
1
Greenfield Financial Services, LLC
Low 11
11
1
1
Edward R.. Wildman, CPA, LLC logo Edward R.. Wildman, CPA, LLC
Low 11
11
1
1
Cumulare Asset Management, LLC logo Cumulare Asset Management, LLC
Low 11
11
1
1
Namm Financial LLC logo Namm Financial LLC
Low 11
11
1
1
Capital Wise Advisory logo Capital Wise Advisory
Low 11
11
1
1
Noble Financial Advisors LLC logo Noble Financial Advisors LLC
Low 11
11
1
1
Investably LLC logo Investably LLC
Low 11
11
1
1
Wintrice Money Advisors, LLC logo Wintrice Money Advisors, LLC
Low 11
11
1
1
Broadreach Capital, LLC
Low 12
12
1
1
Tip Top Financial Advisors logo Tip Top Financial Advisors
Low 12
12
1
1
Carr Consulting P.A. logo Carr Consulting P.A.
Low 12
12
1
1
TSL Investment Management, LLC
Low 12
12
1
2
Kuyrkendall Capital logo Kuyrkendall Capital
Low 12
12
1
1
Sunrise Wealth Management, LLC
Low 12
12
1
1
MRB Capital
Low 12
12
1
2
Kalorama Wealth Strategies, LLC
Low 12
12
1
1
Prescott, Adams and Group Inc. logo Prescott, Adams and Group Inc.
Low 12
12
1
1
Preservation Financial Management
Low 12
12
1
1
Harbor Wealth Management
Low 12
12
1
1
William D Hughes
Low 12
12
1
1
Castleton Partners, LLC logo Castleton Partners, LLC
Low 12
12
1
1
Timothy C. Minneci
Low 12
12
1
1
Dougherty Financial Planning, LLC logo Dougherty Financial Planning, LLC
Low 12
12
1
1
Hayden Lipp Registered Investment Advisor logo Hayden Lipp Registered Investment Advisor
Low 12
12
1
1
Lyons Den Capital logo Lyons Den Capital
Low 12
12
1
1
Aurelia Capital Advisors, Inc. logo Aurelia Capital Advisors, Inc.
Low 12
12
1
1
Thomas R. Noonan, Inc. logo Thomas R. Noonan, Inc.
Low 12
12
1
1
Sealex Advisory, LLC
Low 13
13
1
1
Digiovanni Financial Group, LLC
Low 13
13
1
1
Daceyholden Management, LLC
Low 13
13
1
1
The Tiny House Adviser logo The Tiny House Adviser
Low 13
13
1
1
David Lurch LLC
Low 13
13
1
1
MTH Trading & Capital Management, LLC
Low 13
13
1
1
Stonehaven Private Wealth Management LLC logo Stonehaven Private Wealth Management LLC
Low 13
13
1
1
Dorgeolis Capital LLC
Low 13
13
1
1
Beckham Financial, LLC logo Beckham Financial, LLC
Low 13
13
1
1
GGCFO Advisors logo GGCFO Advisors
Low 13
13
1
1
Waterside Investment Advisers LLC logo Waterside Investment Advisers LLC
Low 13
13
1
1
Steve Bass & Associates, Inc. logo Steve Bass & Associates, Inc.
Low 13
13
1
1
Wheeler & Mote, LLC logo Wheeler & Mote, LLC
Low 13
13
1
1
Futura Asset Advisors LLC logo Futura Asset Advisors LLC
Low 13
13
1
1
Elevation Haven Financial
Low 14
14
1
1
SD Perron & Co. Investment Services
Low 14
14
1
1
Northstar Strategic Investments Inc logo Northstar Strategic Investments Inc
Low 14
14
1
1
B.Side Investments LLC
Low 14
14
1
2
Obsidian Wisdom logo Obsidian Wisdom
Low 14
14
1
1
Greyfield Capital Management LLC logo Greyfield Capital Management LLC
Low 14
14
1
1
The Money Guys logo The Money Guys
Low 14
14
1
1
Kailix Advisors LLC
Low 14
14
1
1
Brickell Investments, LLC
Low 14
14
1
1
710 Consulting Group, LLC
Low 14
14
1
1
Section Integrity Wealth Management logo Section Integrity Wealth Management
Low 14
14
1
1
Fallenbaum CPA & Advisors, LLC logo Fallenbaum CPA & Advisors, LLC
Low 14
14
1
1
Orr Financial, LLC logo Orr Financial, LLC
Low 14
14
1
1
RMP Financial, Inc.
Low 14
14
1
1
WealthEra Financial Planning logo WealthEra Financial Planning
Low 15
15
1
1
Felsing Financial
Low 15
15
1
1
Keener Investments
Low 15
15
1
1
Family and Money Matters logo Family and Money Matters
Low 15
15
1
1
Jeffrey R.. Jacobs, CPA logo Jeffrey R.. Jacobs, CPA
Low 15
15
1
1
Anchor Financial Services, CPA, PA logo Anchor Financial Services, CPA, PA
Low 15
15
1
1
Financial Prescriptions, LLC
Low 15
15
1
1
Financial Planning Office of Stephen Overstreet, P.A.
Low 15
15
1
1
Lipton Capital Management
Low 15
15
1
1
Cavan Capital Management LLC logo Cavan Capital Management LLC
Low 15
15
1
2
Hammer And Company LLC
Low 15
15
1
2
Integra Private Wealth Management, LLC logo Integra Private Wealth Management, LLC
Low 15
15
1
1
Defender Asset Management LLC logo Defender Asset Management LLC
Low 15
15
1
1
Ideas in Finance
Low 15
15
1
1
Emerson Partners
Low 15
15
1
1
Cypress Stone Capital LLC logo Cypress Stone Capital LLC
Low 16
16
1
1
Sancus Wealth Management LLC logo Sancus Wealth Management LLC
Low 16
16
1
2
EIN SOF Advisors, LLC logo EIN SOF Advisors, LLC
Low 16
16
1
1
Gen2 Advisors, LLC logo Gen2 Advisors, LLC
Low 16
16
1
1
Wealth Planning Advisors LLC
Low 16
16
1
1
Stein Financial LLC
Low 16
16
1
1
Patuxent Financial Planning, LLC
Low 16
16
1
1
Financial Analytics, LLC
Low 16
16
1
1
Prosperity Path Advisers, LLC logo Prosperity Path Advisers, LLC
Low 16
16
1
1
Integra Wealth
Low 16
16
1
1
Healthy Wealth logo Healthy Wealth
Low 16
16
1
1
Aspen Wealth Management, LLC logo Aspen Wealth Management, LLC
Low 16
16
1
1
Wolfson Private Wealth, LLC
Low 16
16
1
1
Shareks Stock Portfolios logo Shareks Stock Portfolios
Low 17
17
1
1
KARP & ASSOCIATES
Low 17
17
1
1
Dumont Wealth logo Dumont Wealth
Low 17
17
1
1
Fee-Only Financial Advisors, LLC
Low 17
17
1
1
38x Holdings Inc logo 38x Holdings Inc
Low 17
17
1
1
Great Ocean Road Financial
Low 17
17
1
1
Frank Capital Partners LLC logo Frank Capital Partners LLC
Low 17
17
1
2
Integrity Advisors LLC logo Integrity Advisors LLC
Low 17
17
1
1
Life After Grief Financial Planning logo Life After Grief Financial Planning
Low 17
17
1
1
SAB Group Financial, P.A.
Low 17
17
1
1
Eightone Capital LLC logo Eightone Capital LLC
Low 18
18
1
1
Griffis Asset Management Company, LLC logo Griffis Asset Management Company, LLC
Low 18
18
1
1
Rosenthal Capital Management, LLC logo Rosenthal Capital Management, LLC
Low 18
18
1
1
Maslar Financial logo Maslar Financial
Low 18
18
1
1
Carriage House Planning LLC logo Carriage House Planning LLC
Low 18
18
1
1
Clearwater Capital Management
Low 18
18
1
1
ST GOLIA Planning, LLC
Low 18
18
1
1
1st Financial LLC logo 1st Financial LLC
Low 18
18
1
1
Be More Advisors, LLC
Low 18
18
1
2
Icebridge Financial Group logo Icebridge Financial Group
Low 18
18
1
1
Larry Allan Financial Planning Services LLC logo Larry Allan Financial Planning Services LLC
Low 18
18
1
1
Prism Fund Solutions, Inc. logo Prism Fund Solutions, Inc.
Low 18
18
1
1
Legacy Wealth Planning Group logo Legacy Wealth Planning Group
Low 18
18
1
1
Davenport PBH LLC
Low 18
18
1
2
DLC Wealth Management
Low 18
18
1
2
Grow Planning, LLC logo Grow Planning, LLC
Low 18
18
1
1
Honey Badger Advisors LLC logo Honey Badger Advisors LLC
Low 19
19
1
1
Kisco Capital, LLC logo Kisco Capital, LLC
Low 19
19
1
1
G4 Financial Planning, LLC logo G4 Financial Planning, LLC
Low 19
19
1
1
FuturePlan Financial logo FuturePlan Financial
Low 19
19
1
1
Bionic Capital logo Bionic Capital
Low 19
19
1
1
Klimis & Associates Advisory, Inc.
Low 19
19
1
1
CGI Investment Advisers LLC
Low 19
19
1
1
Pistol Hill Capital logo Pistol Hill Capital
Low 19
19
1
1
King Retirement Solutions, LLC logo King Retirement Solutions, LLC
Low 19
19
1
1
River Tree Capital Management logo River Tree Capital Management
Low 19
19
1
1
Robert Henry Wealth Management, LLC
Low 19
19
1
1
Washington Peak Investment Advisors LLC logo Washington Peak Investment Advisors LLC
Low 19
19
1
1
Roscoe Capital Management, LLC logo Roscoe Capital Management, LLC
Low 19
19
1
1
V Delima Investments Inc
Low 19
19
1
1
Investing Forever Advisory logo Investing Forever Advisory
Low 19
19
1
1
Anchor Advisory, LLC logo Anchor Advisory, LLC
Low 20
20
1
1
Financial One, Inc. logo Financial One, Inc.
Low 20
20
1
1
Stars & Stripes Financial Advisors logo Stars & Stripes Financial Advisors
Low 20
20
1
1
HPA Financial Group, LLC logo HPA Financial Group, LLC
Low 20
20
1
1
Dream Financial Planning logo Dream Financial Planning
Low 20
20
1
1
Private Client Services Group, LLC
Low 20
20
1
1
Brice Financial Advisors Inc
Low 20
20
1
1
Capital Advisory Group
Low 20
20
1
1
The Financial Pharmacist, Inc. logo The Financial Pharmacist, Inc.
Low 20
20
1
1
SOL Financial
Low 20
20
1
1
Riddick & Co Entrepreneurial Finance, LLC logo Riddick & Co Entrepreneurial Finance, LLC
Low 20
20
1
1
Partners Investment Services, Inc logo Partners Investment Services, Inc
Low 20
20
1
1
Fiduciary Global Advisors
Typical 21
21
1
1
McCloskey & Associates, P.A. logo McCloskey & Associates, P.A.
Typical 21
21
1
1
Samatva Wealth Management LLC logo Samatva Wealth Management LLC
Typical 21
21
1
1
Longman Wealthcare Management, LLC logo Longman Wealthcare Management, LLC
Typical 21
21
1
1
Active Wealth Advisors logo Active Wealth Advisors
Typical 21
21
1
1
The Retirement Readiness Institute logo The Retirement Readiness Institute
Typical 21
21
1
1
Caliber Wealth Advisory logo Caliber Wealth Advisory
Typical 21
21
1
1
REI Wealth Management logo REI Wealth Management
Typical 21
21
1
2
Fresh Bread Investments, LLC logo Fresh Bread Investments, LLC
Typical 21
21
1
1
The Commonwealth Group LLC logo The Commonwealth Group LLC
Typical 21
21
1
2
Asset Wealth Advisors, LLC
Typical 21
21
1
1
Antunes International Investment Management
Typical 21
21
1
1
Wave Wealth logo Wave Wealth
Typical 21
21
1
2
Spotlight Investment LLC logo Spotlight Investment LLC
Typical 22
22
1
1
Trust Beyond Corp
Typical 22
22
1
1
Sutton Place Capital Management LLC logo Sutton Place Capital Management LLC
Typical 22
22
1
1
Elbrus Partners, LLC logo Elbrus Partners, LLC
Typical 22
22
1
1
Blue River South, LLC
Typical 22
22
1
1
Financial Planning & Management, LLC logo Financial Planning & Management, LLC
Typical 22
22
1
1
Pelican Financial Planning and Wealth, PLLC logo Pelican Financial Planning and Wealth, PLLC
Typical 22
22
1
1
Merrell Brothers, LLC logo Merrell Brothers, LLC
Typical 22
22
1
1
Maredin Wealth Advisors logo Maredin Wealth Advisors
Typical 23
23
1
1
MAC Investment Management
Typical 23
23
1
1
Homestead Financial Partners logo Homestead Financial Partners
Typical 23
23
1
1
Envision Asset Management, Inc. logo Envision Asset Management, Inc.
Typical 23
23
1
1
WorthyNest LLC logo WorthyNest LLC
Typical 23
23
1
1
Mead Wealth Management LLC logo Mead Wealth Management LLC
Typical 23
23
1
1
BlueSail Advisors LLC logo BlueSail Advisors LLC
Typical 23
23
1
1
Allegiant Financial Advisors, LLC logo Allegiant Financial Advisors, LLC
Typical 23
23
1
1
Robert Bishop Financial Planning & Services logo Robert Bishop Financial Planning & Services
Typical 23
23
1
1
The Knowles Company, LLC
Typical 23
23
1
1
Gateway Capital Management logo Gateway Capital Management
Typical 23
23
1
1
Harborview Capital Management LLC
Typical 23
23
1
1
Group U, LLC
Typical 24
24
1
1
ARIA Corporation
Typical 24
24
1
1
Manage Your Financial Life logo Manage Your Financial Life
Typical 24
24
1
1
Arbordale Wealth Management, LLC
Typical 24
24
1
1
Boca Retirement Strategies Inc. logo Boca Retirement Strategies Inc.
Typical 24
24
1
1
James A. Colley, Inc.
Typical 24
24
1
1
Featherstone Investment Advisory logo Featherstone Investment Advisory
Typical 24
24
1
1
Victory Wealth Management, LLC logo Victory Wealth Management, LLC
Typical 24
24
1
1
Inspire Capital Management LLC logo Inspire Capital Management LLC
Typical 24
24
1
1
Lange Asset Management, Inc. logo Lange Asset Management, Inc.
Typical 24
24
1
1
JLM Advisors LLC logo JLM Advisors LLC
Typical 25
25
1
1
Supporting Your Choices Inc. logo Supporting Your Choices Inc.
Typical 25
25
1
2
Christia Li Roberts
Typical 25
25
1
1
K R Financial LLC logo K R Financial LLC
Typical 25
25
1
2
Bradley Wealth Group, LLC
Typical 25
25
1
1
New Perspective Wealth Management logo New Perspective Wealth Management
Typical 25
25
1
1
Mainland Financial
Typical 25
25
1
1
LDL Capital Management, LLC
Typical 25
25
1
1
Lime Rock Investment Management Company, Inc. logo Lime Rock Investment Management Company, Inc.
Typical 25
25
1
1
Curtin Financial Management, Inc.
Typical 25
25
1
1
Gulf Coast Investment Management
Typical 25
25
1
1
Oceanus Capital Partners, LLC logo Oceanus Capital Partners, LLC
Typical 25
25
1
1
Sikes Financial Services, LLC logo Sikes Financial Services, LLC
Typical 25
25
1
1
Komorebi Global logo Komorebi Global
Typical 26
26
1
1
Clark Private Wealth, LLC logo Clark Private Wealth, LLC
Typical 26
26
1
1
Zelus Wealth Management logo Zelus Wealth Management
Typical 26
26
1
1
Strategic Investments & Insurance logo Strategic Investments & Insurance
Typical 26
26
1
1
Campos Financial logo Campos Financial
Typical 26
26
1
1
Hearon Advisory Group, LLC logo Hearon Advisory Group, LLC
Typical 26
26
1
2
Black Mammoth LLC logo Black Mammoth LLC
Typical 26
26
1
1
Five Points Investment Advisors, LLC
Typical 26
26
1
1
TCS Financial Services, Inc.
Typical 26
26
1
1
RSD Advisors logo RSD Advisors
Typical 26
26
1
1
Wiley Capital Partners
Typical 26
26
1
1
Mouly Financial Management, Inc.
Typical 26
26
1
1
H. L. Lichstrahl & Company, LLC logo H. L. Lichstrahl & Company, LLC
Typical 27
27
1
1
Westhollow Wealth Management logo Westhollow Wealth Management
Typical 27
27
1
2
Potomac Investment Company
Typical 27
27
1
2
TKG Financial LLC
Typical 27
27
1
1
Semper Wealth Management LLC logo Semper Wealth Management LLC
Typical 27
27
1
1
Broadstreet Financial Advisers LLC
Typical 27
27
1
2
Cornerstone Investment Services logo Cornerstone Investment Services
Typical 27
27
1
1
Winston & Company, Inc. logo Winston & Company, Inc.
Typical 27
27
1
1
Merion Road Capital Management LLC
Typical 27
27
1
1
Diablo Investment Advisors, LLC logo Diablo Investment Advisors, LLC
Typical 27
27
1
1
Dushane Management, Inc. logo Dushane Management, Inc.
Typical 27
27
1
1
Lamonge Capital Management, LLC
Typical 27
27
1
1
Best Financial Life logo Best Financial Life
Typical 28
28
1
2
O'Grady Financial LLC logo O'Grady Financial LLC
Typical 28
28
1
1
Oncenter Financial Advisors LLC logo Oncenter Financial Advisors LLC
Typical 28
28
1
1
Great Blue Financial logo Great Blue Financial
Typical 28
28
1
1
Worthscape, LLC logo Worthscape, LLC
Typical 28
28
1
2
360 Aviation Advisors, LLC logo 360 Aviation Advisors, LLC
Typical 28
28
1
1
InTrust Advisors, Inc. logo InTrust Advisors, Inc.
Typical 28
28
1
2
Blue Line Capital Advisors
Typical 28
28
1
1
BrightPath Financial, Inc. logo BrightPath Financial, Inc.
Typical 28
28
1
1
The Gold Company logo The Gold Company
Typical 28
28
1
1
Fiduciary Consulting Group, Inc. logo Fiduciary Consulting Group, Inc.
Typical 28
28
1
1
S.mart Advising Inc logo S.mart Advising Inc
Typical 28
28
1
1
Local Wealth Advisors logo Local Wealth Advisors
Typical 29
29
1
1
Green Musa Capital, LLC
Typical 29
29
1
1
Cove Capital Management Inc. logo Cove Capital Management Inc.
Typical 29
29
1
1
Future Wealth LLC logo Future Wealth LLC
Typical 29
29
1
1
Lefils Wealth Management LLC logo Lefils Wealth Management LLC
Typical 29
29
1
1
Klein Asset Management LLC
Typical 29
29
1
1
One Day Wealth Management logo One Day Wealth Management
Typical 29
29
1
1
Razzano Investment Management logo Razzano Investment Management
Typical 29
29
1
2
P.F. Roberts & Associates logo P.F. Roberts & Associates
Typical 29
29
1
1
BFA Wealth Management logo BFA Wealth Management
Typical 29
29
1
1
Stamford Bridge Wealth Management LLC logo Stamford Bridge Wealth Management LLC
Typical 29
29
1
1
Cedar Valley Capital LLC logo Cedar Valley Capital LLC
Typical 29
29
1
1
Carrington Financial Planning, LLC logo Carrington Financial Planning, LLC
Typical 30
30
1
1
Wealth Compounders LLC logo Wealth Compounders LLC
Typical 30
30
1
1
Versai Wealth Management LLC logo Versai Wealth Management LLC
Typical 30
30
1
1
Personal Wealth Planning, LLC logo Personal Wealth Planning, LLC
Typical 30
30
1
1
Banyan Asset Management, Inc. logo Banyan Asset Management, Inc.
Typical 30
30
1
1
Horizon Wealth Group, LLC
Typical 30
30
1
2
IRL Financial, LLC logo IRL Financial, LLC
Typical 30
30
1
1
TBCPA, Inc.
Typical 30
30
1
1
Cerasus Advisors Inc
Typical 30
30
1
2
Wiggin Financial Services logo Wiggin Financial Services
Typical 30
30
1
2
Keel Asset Management, LLC logo Keel Asset Management, LLC
Typical 30
30
1
1
Grove Wealth Management, LLC logo Grove Wealth Management, LLC
Typical 30
30
1
1
Bright Asset Management
Typical 30
30
1
1
ACI Wealth Advisors logo ACI Wealth Advisors
Typical 30
30
1
1
Todo Capital, LLC
Typical 30
30
1
2
Ames Capital Management, Inc. logo Ames Capital Management, Inc.
Typical 30
30
1
1
Hebert Investment Advisors, Inc.
Typical 30
30
1
1
EN+ Wealth logo EN+ Wealth
Typical 30
30
1
1
1230 Advisors, LLC
Typical 30
30
1
1
Haysley Financial Services, Inc.
Typical 30
30
1
1
TheMoneyMD.com, LLC logo TheMoneyMD.com, LLC
Typical 31
31
1
2
Wealth & Business Planning Group, LLC logo Wealth & Business Planning Group, LLC
Typical 31
31
1
1
Your-Financial-Lifeguard logo Your-Financial-Lifeguard
Typical 31
31
1
1
Tiedemann & Associates Investment Advisors, Inc. logo Tiedemann & Associates Investment Advisors, Inc.
Typical 31
31
1
2
Marian Financial Services, Inc. logo Marian Financial Services, Inc.
Typical 31
31
1
1
Ledgerplus Financial Services LLC
Typical 31
31
1
1
Kidd Vision Capital LLC logo Kidd Vision Capital LLC
Typical 31
31
1
1
Wakil Wealth Advisory LLC logo Wakil Wealth Advisory LLC
Typical 32
32
1
1
Sage Wealth Consulting, LLC logo Sage Wealth Consulting, LLC
Typical 32
32
1
1
The Jaffee Financial Group, Inc.
Typical 32
32
1
1
147th Group LLC
Typical 32
32
1
1
Stonebrook Investment, LLC logo Stonebrook Investment, LLC
Typical 32
32
1
1
Genesis Wealth Planning, LLC logo Genesis Wealth Planning, LLC
Typical 32
32
1
1
Zone Investment Management, LLC
Typical 32
32
1
1
Borrero Investment Management, LLC
Typical 32
32
1
1
IPLAN logo IPLAN
Typical 32
32
1
1
Different Investments, LLC logo Different Investments, LLC
Typical 32
32
1
1
Cratus Capital, LLC
Typical 32
32
1
1
Cassandra Smalley Wealth Management logo Cassandra Smalley Wealth Management
Typical 32
32
1
1
Toro Financial Advisors logo Toro Financial Advisors
Typical 32
32
1
1
Jackson Financial, Investment & Retirement Services, Inc.
Typical 33
33
1
1
Luminary Financial Advisors, LLC logo Luminary Financial Advisors, LLC
Typical 33
33
1
1
Wenning Investments, LLC logo Wenning Investments, LLC
Typical 33
33
1
1
Assurity Wealth Management logo Assurity Wealth Management
Typical 33
33
1
2
Greenberg Financial Group logo Greenberg Financial Group
Typical 33
33
1
1
Graham Wealth Management LLC logo Graham Wealth Management LLC
Typical 33
33
1
1
133 Legacy logo 133 Legacy
Typical 33
33
1
1
Parsons Financial Group, LLC
Typical 33
33
1
1
Cruzan & Associates LLC
Typical 33
33
1
1
Sorsby Financial Corp. logo Sorsby Financial Corp.
Typical 33
33
1
1
Stonehenge Private Client Group, LLC logo Stonehenge Private Client Group, LLC
Typical 33
33
1
1
Echelon Virtual Family Office, LLC logo Echelon Virtual Family Office, LLC
Typical 33
33
1
1
Florio Wealth Management, LLC logo Florio Wealth Management, LLC
Typical 33
33
1
2
Gioben Capital LLC logo Gioben Capital LLC
Typical 33
33
1
1
Mueller Wealth Advisors logo Mueller Wealth Advisors
Typical 34
34
1
1
Altior Capital logo Altior Capital
Typical 34
34
1
1
P.R. Curtman Investments LLC logo P.R. Curtman Investments LLC
Typical 34
34
1
1
On Target Wealth Partners, LLC logo On Target Wealth Partners, LLC
Typical 34
34
1
1
Global Advisers, LLC logo Global Advisers, LLC
Typical 34
34
1
1
Bayshore Financial Solutions, LLC logo Bayshore Financial Solutions, LLC
Typical 34
34
1
1
Alconbury Trust L.L.C
Typical 34
34
1
1
Arrival Capital Management LLC logo Arrival Capital Management LLC
Typical 34
34
1
1
Pip Capital & Consulting, LLC logo Pip Capital & Consulting, LLC
Typical 34
34
1
1
Campbell Wealth Advisors, LLC logo Campbell Wealth Advisors, LLC
Typical 35
35
1
2
Coleman Advisory, LLC
Typical 35
35
1
1
Leslie Gale Advisors, LLC
Typical 35
35
1
1
Lowry Financial Services
Typical 35
35
1
1
Ignite Financial LLC logo Ignite Financial LLC
Typical 35
35
1
2
Hachiko Financial USA Corp. logo Hachiko Financial USA Corp.
Typical 35
35
1
2
Pearson Asset Management Company logo Pearson Asset Management Company
Typical 35
35
1
2
Pettus & Dawkins Financial Group, LLC logo Pettus & Dawkins Financial Group, LLC
Typical 35
35
1
2
Equistar Wealth Management Inc. logo Equistar Wealth Management Inc.
Typical 35
35
1
1
Southshore Financial Planning logo Southshore Financial Planning
Typical 35
35
1
1
Eubanks Financial logo Eubanks Financial
Typical 35
35
1
1
Integrity Advisors logo Integrity Advisors
Typical 35
35
1
1
Empire Financial Group, LLC logo Empire Financial Group, LLC
High 36
36
1
1
Envision Wealth Planners logo Envision Wealth Planners
High 36
36
1
1
Split Creek LLC DBA Split Creek Capital LLC logo Split Creek LLC DBA Split Creek Capital LLC
High 36
36
1
1
Benzina Wealth, LLC logo Benzina Wealth, LLC
High 36
36
1
1
Brickell Financial Group LLC logo Brickell Financial Group LLC
High 36
36
1
2
Clark Financial Planning Services LLC logo Clark Financial Planning Services LLC
High 36
36
1
1
San Blas Capital, LLC logo San Blas Capital, LLC
High 37
37
1
1
MyFinancialPro, LLC logo MyFinancialPro, LLC
High 37
37
1
1
Hammond Asset Management LLC logo Hammond Asset Management LLC
High 37
37
1
2
Sapphire Fiduciary Advisors, LLC logo Sapphire Fiduciary Advisors, LLC
High 37
37
1
1
Unlimited Timing Service Inc
High 37
37
1
1
Oak Brook Advisors, LLC logo Oak Brook Advisors, LLC
High 37
37
1
2
Koi Portfolio Management, LLC logo Koi Portfolio Management, LLC
High 37
37
1
1
CIC Investment Consultants, LLC logo CIC Investment Consultants, LLC
High 38
38
1
2
Twenty-First Century Financial Advisors Inc
High 38
38
1
1
Personal Asset Management logo Personal Asset Management
High 38
38
1
1
Garrison Asset Management, Inc. logo Garrison Asset Management, Inc.
High 38
38
1
1
Clarity Financial Design logo Clarity Financial Design
High 38
38
1
2
North Forty Investment Advisors LLC
High 39
39
1
1
Capital Asset Management Group, Inc. logo Capital Asset Management Group, Inc.
High 39
39
1
1
Fulcrum Wealth Systems, LLC
High 39
39
1
1
Macedon Financial Management, LLC logo Macedon Financial Management, LLC
High 39
39
1
1
Mazuelos & Company Wealth Management logo Mazuelos & Company Wealth Management
High 39
39
1
1
Hudson Capital Management Inc. logo Hudson Capital Management Inc.
High 39
39
1
1
SpringTru, LLC logo SpringTru, LLC
High 39
39
1
1
Drach Advisors LLC logo Drach Advisors LLC
High 39
39
1
1
DNA Wealth Management LLC
High 39
39
1
1
Apis Wealth, LLC logo Apis Wealth, LLC
High 39
39
1
1
Freedom Financial & Business Planning, LLC logo Freedom Financial & Business Planning, LLC
High 40
40
1
1
Cpa Investment Solutions, Inc. logo Cpa Investment Solutions, Inc.
High 40
40
1
1
Signature Resources LLC
High 40
40
1
2
Alexa Wealth Management, LLC logo Alexa Wealth Management, LLC
High 40
40
1
1
Broad Reach Wealth Management, LLC logo Broad Reach Wealth Management, LLC
High 40
40
1
1
DJP Wealth Management, LLC logo DJP Wealth Management, LLC
High 40
40
1
1
McDavid & Company Wealth Management Services logo McDavid & Company Wealth Management Services
High 40
40
1
1
Forward Financial Advisors, LLC logo Forward Financial Advisors, LLC
High 40
40
1
1
BlueReef Capital logo BlueReef Capital
High 40
40
1
1
Omkara Capital LLC logo Omkara Capital LLC
High 41
41
1
1
Gulati Asset Management LLC logo Gulati Asset Management LLC
High 41
41
1
1
Northmont Wealth Management LLC
High 41
41
1
1
Nextwave Advisors logo Nextwave Advisors
High 41
41
1
1
LVS Advisory LLC logo LVS Advisory LLC
High 41
41
1
2
Index Portfolio Advisors, LLC logo Index Portfolio Advisors, LLC
High 41
41
1
1
Swords Capital Management, LLC
High 41
41
1
1
TLP Financial Services, Inc. logo TLP Financial Services, Inc.
High 42
42
1
2
Rand Group Financial
High 42
42
1
1
Highstreet Financial, LLC logo Highstreet Financial, LLC
High 42
42
1
2
Aaron Brask Capital logo Aaron Brask Capital
High 42
42
1
2
Structure Wealth Partners LLC logo Structure Wealth Partners LLC
High 42
42
1
1
Wealth with Wisdom Advisors, Inc. logo Wealth with Wisdom Advisors, Inc.
High 42
42
1
1
Gervais Capital Management, LLC logo Gervais Capital Management, LLC
High 42
42
1
1
Preservation Capital Group
High 42
42
1
1
Florida Estate and Retirement Planning Advisors, LLC
High 42
42
1
1
Cypress Praxis, LLC logo Cypress Praxis, LLC
High 43
43
1
1
Create Wealth Financial Planning LLC logo Create Wealth Financial Planning LLC
High 43
43
1
1
LUMA Capital logo LUMA Capital
High 43
43
1
2
Mindie Molina Investments, LLC logo Mindie Molina Investments, LLC
High 43
43
1
1
Formation Wealth Management logo Formation Wealth Management
High 43
43
1
1
Stadium Financial LLC logo Stadium Financial LLC
High 43
43
1
1
Goodwin Asset Management Inc. logo Goodwin Asset Management Inc.
High 43
43
1
1
JKM Wealth Management Inc
High 43
43
1
2
Bloomfield Asset Management, Inc. logo Bloomfield Asset Management, Inc.
High 43
43
1
1
Callahan Investment Advisor, LLC
High 43
43
1
1
Dyken Wealth Strategies, Inc. logo Dyken Wealth Strategies, Inc.
High 44
44
1
1
GK Private Wealth Partners LLC logo GK Private Wealth Partners LLC
High 44
44
1
1
Charter Advisory Services, LLC logo Charter Advisory Services, LLC
High 44
44
1
1
Rocky Mountain Humane Investing LLC logo Rocky Mountain Humane Investing LLC
High 44
44
1
1
Greenwell Capital Management, LLC
High 44
44
1
1
Sullivan Capital Management logo Sullivan Capital Management
High 44
44
1
1
New Era Advisory logo New Era Advisory
High 44
44
1
1
Ironwood Capital Management, LLC
High 44
44
1
1
Directional Asset Management, LLC logo Directional Asset Management, LLC
High 44
44
1
1
RFM Investment Advisor logo RFM Investment Advisor
High 44
44
1
1
Personal Financial Experiences, LLC logo Personal Financial Experiences, LLC
High 45
45
1
1
Forty Three Eighteen Advisors, LLC logo Forty Three Eighteen Advisors, LLC
High 45
45
1
1
Scenic Wealth Management, LLC logo Scenic Wealth Management, LLC
High 45
45
1
1
Kienzle Wealth Consulting LLC logo Kienzle Wealth Consulting LLC
High 45
45
1
1
Terrance P Davis Cpa/Pfs
High 45
45
1
1
Warwick Shore Advisors, LLC logo Warwick Shore Advisors, LLC
High 45
45
1
2
Disciplined Financial Services, Inc.
High 45
45
1
1
IQ Trends Private Client Asset Management logo IQ Trends Private Client Asset Management
High 45
45
1
1
Plan For Your Goals, LLC logo Plan For Your Goals, LLC
High 45
45
1
1
Chilmark Wealth Management LLC logo Chilmark Wealth Management LLC
High 45
45
1
1
Alliance Advisors Wealth Management LLC logo Alliance Advisors Wealth Management LLC
High 45
45
1
1
G&F Financial Services
High 45
45
1
1
Contemporary Financial Planning logo Contemporary Financial Planning
High 45
45
1
1
W.H. Financial Services, Inc. logo W.H. Financial Services, Inc.
High 46
46
1
1
Path Financial, LLC logo Path Financial, LLC
High 46
46
1
1
Dreyfuss Capital Management LLC logo Dreyfuss Capital Management LLC
High 46
46
1
1
Jordan Financial LLC logo Jordan Financial LLC
High 46
46
1
1
Cardinal Advisers LLC logo Cardinal Advisers LLC
High 46
46
1
1
Blanken Management Corp logo Blanken Management Corp
High 46
46
1
1
Aulestia Wealth Management, Inc. logo Aulestia Wealth Management, Inc.
High 46
46
1
1
Cleartree Asset Management, Inc. logo Cleartree Asset Management, Inc.
High 46
46
1
1
Shadow Wealth Management, LLC logo Shadow Wealth Management, LLC
High 46
46
1
1
Holland Capital Management LLC logo Holland Capital Management LLC
High 46
46
1
1
Cedarline Capital logo Cedarline Capital
High 47
47
1
1
Ultimate Retirement Products, Inc. logo Ultimate Retirement Products, Inc.
High 47
47
1
1
Patriot Securities LLC
High 47
47
1
1
Melberth Capital logo Melberth Capital
High 47
47
1
1
Hygge Advisors, LLC logo Hygge Advisors, LLC
High 47
47
1
1
West Pine 43 LLC logo West Pine 43 LLC
High 47
47
1
1
Reynolds Capital Management, Inc. logo Reynolds Capital Management, Inc.
High 47
47
1
1
Eleuthera FP, LLC
High 47
47
1
1
Emergent Fortuity Financial, LLC logo Emergent Fortuity Financial, LLC
High 48
48
1
1
Ladin Financial Group, Inc.
High 48
48
1
1
Burkart Financial Group, Inc. logo Burkart Financial Group, Inc.
High 48
48
1
1
Olson, Cross & Alamo Advisors LLC logo Olson, Cross & Alamo Advisors LLC
High 48
48
1
1
Strategic Asset Planning
High 48
48
1
1
WealthUnite Advisors, LLC logo WealthUnite Advisors, LLC
High 48
48
1
1
Mangotree Capital, LLC logo Mangotree Capital, LLC
High 48
48
1
2
Summit Financial Advisors
High 49
49
1
1
Khelp Financial LLC logo Khelp Financial LLC
High 49
49
1
2
Globalinvest Financial Services, Inc. logo Globalinvest Financial Services, Inc.
High 49
49
1
1
Gutt Financial Management, LLC logo Gutt Financial Management, LLC
High 49
49
1
2
Wise Wealth Management logo Wise Wealth Management
High 49
49
1
1
Moss & Company, P.A. logo Moss & Company, P.A.
High 49
49
1
1
Woman to Woman Financial logo Woman to Woman Financial
High 49
49
1
1
Patrumin Investors, LLC logo Patrumin Investors, LLC
High 49
49
1
1
Gallatin & Company, LLC
High 50
50
1
1
Pine to Palm Financial, LLC logo Pine to Palm Financial, LLC
High 50
50
1
1
Olson Wealth Management, Inc.
High 50
50
1
1
Blueprint Capital Group LLC logo Blueprint Capital Group LLC
High 50
50
1
2
SAC Investment Management LLC logo SAC Investment Management LLC
High 50
50
1
1
Harvey & Companies, Inc. logo Harvey & Companies, Inc.
High 50
50
1
2
Sentinel Advisory Corp
High 50
50
1
1
JK PWA LLC
High 50
50
1
1
Arena Wealth Advisors LLC logo Arena Wealth Advisors LLC
High 51
51
1
1
Summer Creek Wealth Management, LLC
High 51
51
1
1
Lehmann, Livian, Fridson Advisors, LLC
High 51
51
1
2
Devotion Capital Management logo Devotion Capital Management
High 51
51
1
1
Winged Wealth Management and Financial Planning logo Winged Wealth Management and Financial Planning
High 51
51
1
1
Everglades Resources, Inc.
High 51
51
1
1
Poydras Capital Partners logo Poydras Capital Partners
High 51
51
1
1
Unda Financial and Consulting LLC logo Unda Financial and Consulting LLC
High 51
51
1
1
RWF Wealth Management LLC
High 51
51
1
1
Ocean Advisors, LLC logo Ocean Advisors, LLC
High 51
51
1
1
Abe Capital Management, LLC logo Abe Capital Management, LLC
High 52
52
1
1
Avance Private Wealth LLC logo Avance Private Wealth LLC
High 52
52
1
1
Financial Optimist LLC logo Financial Optimist LLC
High 52
52
1
1
Synouvo Wealth Management, LLC logo Synouvo Wealth Management, LLC
High 52
52
1
1
Millenia Financial Partners, LLC
High 52
52
1
1
Imagine Financial Security LLC logo Imagine Financial Security LLC
High 52
52
1
1
RCN Wealth Advisors, Inc. logo RCN Wealth Advisors, Inc.
High 53
53
1
1
Methodica Investment Management LLC
High 53
53
1
1
Palm Valley Wealth Management LLC logo Palm Valley Wealth Management LLC
High 53
53
1
1
21 St Century Equity Advisors Corporation logo 21 St Century Equity Advisors Corporation
High 53
53
1
1
Mendoza Private Wealth logo Mendoza Private Wealth
High 53
53
1
1
Long River Investment Management LLC logo Long River Investment Management LLC
High 53
53
1
1
Integritt Wealth Management, LLC logo Integritt Wealth Management, LLC
High 54
54
1
2
Face 2 Face Financial Planning, LLC logo Face 2 Face Financial Planning, LLC
High 54
54
1
1
Bill Losey Retirement Solutions, LLC logo Bill Losey Retirement Solutions, LLC
High 54
54
1
1
Traver Financial Consulting Network PA
High 54
54
1
2
Cwpim logo Cwpim
High 54
54
1
1
The Art and Science of Successful Planning logo The Art and Science of Successful Planning
High 54
54
1
1
Bounds & Company, LLC
High 54
54
1
1
GVS Financial Group, Inc.
High 54
54
1
1
Indfin LLC logo Indfin LLC
High 55
55
1
1
Ventoux Financial Advisors, LLC logo Ventoux Financial Advisors, LLC
High 55
55
1
1
Datapoint Financial Planning, LLC logo Datapoint Financial Planning, LLC
High 55
55
1
1
ADS Wealth Management LLC logo ADS Wealth Management LLC
High 55
55
1
1
AFT Financial Planning logo AFT Financial Planning
High 55
55
1
1
Silva Fiduciary Advisors logo Silva Fiduciary Advisors
High 55
55
1
1
Planned Financial Security
High 55
55
1
1
Delgado Private Wealth Management LLC logo Delgado Private Wealth Management LLC
High 56
56
1
1
Adair Financial Private Client Group
High 56
56
1
2
Spencer Smith Asset Management, Inc.
High 56
56
1
1
J.P. Aubry Wealth Advisors, LLC logo J.P. Aubry Wealth Advisors, LLC
High 56
56
1
1
Blue Ocean Wealth Management, LLC logo Blue Ocean Wealth Management, LLC
High 57
57
1
1
Monarch Asset Management LLC logo Monarch Asset Management LLC
High 58
58
1
1
Registered Investment Advisors, LLC
High 58
58
1
1
MFA Global Consulting Group LLC logo MFA Global Consulting Group LLC
High 58
58
1
1
Riccio & Associates logo Riccio & Associates
High 58
58
1
1
Moore Investment Partners, LLC logo Moore Investment Partners, LLC
High 58
58
1
1
Rnb Wealth Management Group logo Rnb Wealth Management Group
High 58
58
1
1
Luskin Financial Planning logo Luskin Financial Planning
High 58
58
1
1
Dolphin Financial Group logo Dolphin Financial Group
High 59
59
1
1
Batman Wealth Management, LLC logo Batman Wealth Management, LLC
High 59
59
1
1
Financial Planning Associates, LLC logo Financial Planning Associates, LLC
High 59
59
1
1
New Millennium Asset Management, Inc. logo New Millennium Asset Management, Inc.
High 59
59
1
2
Rushwald, Mark Steven logo Rushwald, Mark Steven
High 60
60
1
1
Black Creek Wealth Management, LLC logo Black Creek Wealth Management, LLC
High 60
60
1
1
St. Michaels Asset Management logo St. Michaels Asset Management
High 60
60
1
1
Lewis Capital Management
High 60
60
1
1
Julius Wealth Advisors, LLC logo Julius Wealth Advisors, LLC
High 60
60
1
1
Atrium Financial Advisors LLC logo Atrium Financial Advisors LLC
High 60
60
1
1
Avenues Wealth, LLC logo Avenues Wealth, LLC
High 60
60
1
1
Robin Capital Group LLC logo Robin Capital Group LLC
High 60
60
1
2
Tegeta Capital, LLC
High 61
61
1
1
CB Capital LLC logo CB Capital LLC
High 61
61
1
1
Select Private Wealth
High 61
61
1
1
TAK Advisory logo TAK Advisory
High 62
62
1
1
Highball Advisors logo Highball Advisors
High 62
62
1
2
Steele Asset Management logo Steele Asset Management
High 62
62
1
1
Silver Anchor Financial, LLC logo Silver Anchor Financial, LLC
High 63
63
1
1
Ball Investments Corporation
High 63
63
1
1
Triumph Private Wealth logo Triumph Private Wealth
High 63
63
1
1
Sedg Financial Services Corp. logo Sedg Financial Services Corp.
High 63
63
1
2
CPK Wealth Management LLC logo CPK Wealth Management LLC
High 64
64
1
1
Sparrow Wealth Management logo Sparrow Wealth Management
High 64
64
1
1
EAN Equity Financial Services LLC
High 64
64
1
1
W.A. Griffin Financial Services Inc.
High 64
64
1
1
Katam Hill LLC logo Katam Hill LLC
High 64
64
1
1
Durkin Investment Group, LLC. logo Durkin Investment Group, LLC.
High 64
64
1
1
Crespo Capital LLC logo Crespo Capital LLC
High 65
65
1
1
Riverwood Capital Advisors, LLC
High 65
65
1
1
Thames Asset Management, Inc logo Thames Asset Management, Inc
High 65
65
1
1
Marathon Wealth Management, Inc. logo Marathon Wealth Management, Inc.
High 65
65
1
2
Advanced Investment Management LLC logo Advanced Investment Management LLC
High 65
65
1
1
KJ Capital Management LLC logo KJ Capital Management LLC
High 66
66
1
2
R. Seeger Wealth Management, Ltd logo R. Seeger Wealth Management, Ltd
High 66
66
1
1
Pollock Planning Associates Inc. logo Pollock Planning Associates Inc.
High 66
66
1
1
Bauer Financial Services, Inc.
Very High 67
67
1
1
Glean Financial, Inc. logo Glean Financial, Inc.
Very High 67
67
1
2
SCS Asset Management, Inc.
Very High 67
67
1
2
Asset Advisory Group, Inc. logo Asset Advisory Group, Inc.
Very High 67
67
1
1
Capital Asset Advisory, Inc.
Very High 67
67
1
1
Daniels D'Amelio Investment Management Group, LLC logo Daniels D'Amelio Investment Management Group, LLC
Very High 67
67
1
1
Rollingwave Capital logo Rollingwave Capital
Very High 67
67
1
1
The Raffin Group LLC
Very High 67
67
1
1
Heartwood Financial Services logo Heartwood Financial Services
Very High 68
68
1
2
Integrity First Planners, Inc. logo Integrity First Planners, Inc.
Very High 68
68
1
1
JLP Investments logo JLP Investments
Very High 68
68
1
2
DeafInvest logo DeafInvest
Very High 68
68
1
1
369 Financial LLC logo 369 Financial LLC
Very High 69
69
1
1
Ladd Capital Management LLC
Very High 69
69
1
1
Henley Advisors, LLC logo Henley Advisors, LLC
Very High 69
69
1
1
Confidential Management Advisors, Inc. logo Confidential Management Advisors, Inc.
Very High 69
69
1
1
St Bernard Asset Management, Inc. logo St Bernard Asset Management, Inc.
Very High 69
69
1
1
Fivenca Asset Management logo Fivenca Asset Management
Very High 70
70
1
2
Trendcalc Dynamics logo Trendcalc Dynamics
Very High 70
70
1
1
Nautilus Wealth Advisors logo Nautilus Wealth Advisors
Very High 71
71
1
2
Weyhill Investment Counsel, LLC logo Weyhill Investment Counsel, LLC
Very High 71
71
1
1
HCP Wealth Planning, LLC logo HCP Wealth Planning, LLC
Very High 71
71
1
1
Meeks Capital LLC logo Meeks Capital LLC
Very High 71
71
1
2
Remote Financial Planner, LLC logo Remote Financial Planner, LLC
Very High 71
71
1
1
Areti Capital Advisors, LLC logo Areti Capital Advisors, LLC
Very High 71
71
1
1
Haddon Wealth Management, LLC logo Haddon Wealth Management, LLC
Very High 71
71
1
1
MarketStrats, LLC logo MarketStrats, LLC
Very High 71
71
1
1
Murray Street Capital Advisors, LLC logo Murray Street Capital Advisors, LLC
Very High 71
71
1
1
Young Financial Services logo Young Financial Services
Very High 72
72
1
1
MULTUS Asset Management logo MULTUS Asset Management
Very High 72
72
1
2
Johnson Dunn Capital Advisors, Inc.
Very High 72
72
1
1
Fintelect AM, LLC
Very High 72
72
1
1
Valoir Wealth LLC
Very High 72
72
1
1
Contrary Investment Advisors
Very High 72
72
1
1
Zenith Financial Planning Inc logo Zenith Financial Planning Inc
Very High 72
72
1
1
Indian River Financial Group, Inc. logo Indian River Financial Group, Inc.
Very High 73
73
1
1
Charles Street Asset Management, Inc.
Very High 73
73
1
1
Cardinal Wealth Management logo Cardinal Wealth Management
Very High 73
73
1
1
Charleston Wealth Advisors logo Charleston Wealth Advisors
Very High 73
73
1
1
Tao Financial logo Tao Financial
Very High 73
73
1
1
Compass Retirement, LLC logo Compass Retirement, LLC
Very High 74
74
1
1
Studdard Financial, LLC logo Studdard Financial, LLC
Very High 74
74
1
1
Stockade Wealth Management logo Stockade Wealth Management
Very High 74
74
1
1
Newell Wealth Management, LLC logo Newell Wealth Management, LLC
Very High 74
74
1
1
Sapphire Wealth Consulting, Inc.
Very High 74
74
1
1
Musleh Wealth Management LLC
Very High 75
75
1
1
Guitian Wealth Management, LLC logo Guitian Wealth Management, LLC
Very High 75
75
1
1
AK Investing logo AK Investing
Very High 75
75
1
1
Ascent Wealth Management Group, LLC logo Ascent Wealth Management Group, LLC
Very High 75
75
1
1
North Star Wealth Management
Very High 75
75
1
1
Your Financial Advocate, LLC
Very High 75
75
1
1
Southern Magnolia Investment Management LLC logo Southern Magnolia Investment Management LLC
Very High 76
76
1
1
Bahr Financial Planning Network, Inc.
Very High 76
76
1
1
Longview, Inc. logo Longview, Inc.
Very High 76
76
1
1
The Herzfeld Group logo The Herzfeld Group
Very High 76
76
1
1
Able Wealth Management Solutions LLC logo Able Wealth Management Solutions LLC
Very High 77
77
1
1
Julien Planning, LLC logo Julien Planning, LLC
Very High 77
77
1
1
Rutherford Asset Planning, Inc. logo Rutherford Asset Planning, Inc.
Very High 77
77
1
2
Financial Planning Professionals, Inc. logo Financial Planning Professionals, Inc.
Very High 77
77
1
1
Lulla Wealth Financial logo Lulla Wealth Financial
Very High 77
77
1
1
Drew Wealth Management logo Drew Wealth Management
Very High 78
78
1
1
HighRise Wealth Management logo HighRise Wealth Management
Very High 78
78
1
2
Lynn H. Orr Capital Management Group, Inc. logo Lynn H. Orr Capital Management Group, Inc.
Very High 78
78
1
2
Solist Financial logo Solist Financial
Very High 78
78
1
1
Delphi Wealth Partners logo Delphi Wealth Partners
Very High 79
79
1
2
R. H. Hansford & Company, Inc.
Very High 79
79
1
2
Couric Financial logo Couric Financial
Very High 80
80
1
2
Phibbs Financial logo Phibbs Financial
Very High 80
80
1
1
Weigelfam logo Weigelfam
Very High 80
80
1
1
Cabildo Capital LLC logo Cabildo Capital LLC
Very High 80
80
1
1
Pope Wealth Management logo Pope Wealth Management
Very High 81
81
1
1
U.S. Advisors, Inc. logo U.S. Advisors, Inc.
Very High 81
81
1
1
Financial Pathway LLC logo Financial Pathway LLC
Very High 82
82
1
2
Copeland Wealth Management, LLC logo Copeland Wealth Management, LLC
Very High 83
83
1
2
Reale Managed Assets, Inc.
Very High 83
83
1
1
Klocke Capital Group, LLC logo Klocke Capital Group, LLC
Very High 84
84
1
1
Northeast Capital Management, Inc.
Very High 84
84
1
1
Non-Traditional Wealth Management, LLC logo Non-Traditional Wealth Management, LLC
Very High 84
84
1
1
Pulse Wealth logo Pulse Wealth
Very High 84
84
1
1
Fox Financial Services, Inc. logo Fox Financial Services, Inc.
Very High 84
84
1
1
Core Wealth Consultants, LLC logo Core Wealth Consultants, LLC
Very High 85
85
1
1
McCarty Wealth logo McCarty Wealth
Very High 85
85
1
1
Coastal Way Financial Group, LLC logo Coastal Way Financial Group, LLC
Very High 85
85
1
1
Calibration Financial logo Calibration Financial
Very High 85
85
1
1
BullRock Capital, LLC logo BullRock Capital, LLC
Very High 85
85
1
1
Lewinter Wealth Advisors, LLC
Very High 85
85
1
1
Alpha Omega Financial
Very High 86
86
1
2
Pennsylvania Advisory Services, Inc. logo Pennsylvania Advisory Services, Inc.
Very High 86
86
1
2
Bay Hill Capital Management USA, LLC logo Bay Hill Capital Management USA, LLC
Very High 87
87
1
1
Aspetuck Financial Management LLC logo Aspetuck Financial Management LLC
Very High 87
87
1
1
True Life Wealth Management, LLC logo True Life Wealth Management, LLC
Very High 87
87
1
1
Retirement Money Management logo Retirement Money Management
Very High 87
87
1
1
MDRN Wealth logo MDRN Wealth
Very High 87
87
1
2
Qubera Wealth Management logo Qubera Wealth Management
Very High 88
88
1
1
Komich Capital Advisors logo Komich Capital Advisors
Very High 88
88
1
1
Wealth Architects LLC
Very High 88
88
1
1
Strategic Wealth Partners Inc. logo Strategic Wealth Partners Inc.
Very High 89
89
1
1
Bullseye Investment Group logo Bullseye Investment Group
Very High 89
89
1
1
Truevine Family Wealth logo Truevine Family Wealth
Very High 90
90
1
1
Picket Fence Financial, LLC logo Picket Fence Financial, LLC
Very High 91
91
1
2
Persico Asset Management logo Persico Asset Management
Very High 91
91
1
1
WealthPro, LLC
Very High 92
92
1
2
Keep It Simple Financial Planning logo Keep It Simple Financial Planning
Very High 92
92
1
2
S.H. Capital Management Corp. logo S.H. Capital Management Corp.
Very High 92
92
1
1
Pushkin Advisory Group, LLC
Very High 92
92
1
1
Hornsby Asset Management, LLC
Very High 93
93
1
1
Moore Financial Management, Inc. logo Moore Financial Management, Inc.
Very High 93
93
1
1
InsuraWealth, LLC logo InsuraWealth, LLC
Very High 94
94
1
1
Moore Financial Planning Advisors, LLC logo Moore Financial Planning Advisors, LLC
Very High 96
96
1
1
BRC Management LLC logo BRC Management LLC
Very High 96
96
1
1
Rariden Investment Advisors, LLC logo Rariden Investment Advisors, LLC
Very High 97
97
1
1
D.S. Brown Wealth Advisors, LLC logo D.S. Brown Wealth Advisors, LLC
Very High 97
97
1
1
Twenty Fifty Capital logo Twenty Fifty Capital
Very High 98
98
1
1
Burgos & Brein Wealth Management logo Burgos & Brein Wealth Management
Very High 98
98
1
2
Sound & Secure Advisors LLC
Very High 98
98
1
1
Safran Wealth Advisors, LLC logo Safran Wealth Advisors, LLC
Very High 98
98
1
2
Trac Asset Management LLC logo Trac Asset Management LLC
Very High 99
99
1
1
LSP Advisory LLC logo LSP Advisory LLC
Very High 99
99
1
1
Leading Edge Wealth Management, LLC logo Leading Edge Wealth Management, LLC
Very High 99
99
1
1
Starkel Wealth Advisors, LLC logo Starkel Wealth Advisors, LLC
Very High 99
99
1
1
Powell Wealth logo Powell Wealth
Very High 100
100
1
1
Michael S. Carrier & Associates, Inc.
Very High 100
100
1
1
Noble Wealth logo Noble Wealth
Very High 100
100
1
1
Focus Investments, LLC
Very High 100
100
1
1
Hayden Capital logo Hayden Capital
Very High 100
100
1
2
Royal Palm Investment Advisors, Inc.
Very High 101
101
1
2
Bull Run Investment Management LLC logo Bull Run Investment Management LLC
Very High 101
101
1
1
Elite Financial Group logo Elite Financial Group
Very High 101
101
1
1
Buckley Financial Group
Very High 102
102
1
1
Azzendo Wealth Advisors logo Azzendo Wealth Advisors
Very High 102
102
1
2
Leo Wealth Management, LLC logo Leo Wealth Management, LLC
Very High 103
103
1
1
Endeavor Financial Advisors, LLC logo Endeavor Financial Advisors, LLC
Very High 104
104
1
2
Cambria Wealth Management logo Cambria Wealth Management
Very High 105
105
1
2
Anthony Investment Management, LLC
Very High 105
105
1
1
Cool Creek Financial logo Cool Creek Financial
Very High 105
105
1
1
Based Capital Wealth LLC logo Based Capital Wealth LLC
Very High 107
107
1
2
Kansas City Private Wealth Management, LLC logo Kansas City Private Wealth Management, LLC
Very High 107
107
1
1
Aventail Wealth Management, LLC logo Aventail Wealth Management, LLC
Very High 108
108
1
2
ECF Wealth, Inc. logo ECF Wealth, Inc.
Very High 109
109
1
1
Principled Advisors, Inc. logo Principled Advisors, Inc.
Very High 110
110
1
1
Korbitz Financial Planning LLC logo Korbitz Financial Planning LLC
Very High 110
110
1
1
VZD Capital Management LLC logo VZD Capital Management LLC
Very High 112
112
1
2
Farrar Wealth Management, LLC
Very High 112
112
1
1
Peak Investment Advisors, Inc. logo Peak Investment Advisors, Inc.
Very High 113
113
1
2
Lasting Legacy Wealth Management, LLC logo Lasting Legacy Wealth Management, LLC
Very High 113
113
1
2
Liberty Wealth Managers logo Liberty Wealth Managers
Very High 114
114
1
2
JK Private Wealth, LLC logo JK Private Wealth, LLC
Very High 115
115
1
2
Yandell Investments, LLC
Very High 115
115
1
2
Jake Carris Financial Planning logo Jake Carris Financial Planning
Very High 115
115
1
1
Davies Wealth Management LLC logo Davies Wealth Management LLC
Very High 118
118
1
1
Ursa Financial, LLC logo Ursa Financial, LLC
Very High 118
118
1
1
Loftus Wealth Strategies logo Loftus Wealth Strategies
Very High 119
119
1
2
Ibis Capital Management, LLC logo Ibis Capital Management, LLC
Very High 120
120
1
1
Mile High Investments, LLC logo Mile High Investments, LLC
Very High 121
121
1
1
CSLA Financial Inc logo CSLA Financial Inc
Very High 122
122
1
1
Liberty Advisory Group, Inc. logo Liberty Advisory Group, Inc.
Very High 122
122
1
1
Financial Elements, Inc logo Financial Elements, Inc
Very High 122
122
1
2
1650 Wealth Management, LLC logo 1650 Wealth Management, LLC
Very High 122
122
1
1
O'Connor Portfolio Management LLC logo O'Connor Portfolio Management LLC
Very High 123
123
1
2
Ridgeview Financial Planning logo Ridgeview Financial Planning
Very High 124
124
1
1
Other Side Asset Management, LLC logo Other Side Asset Management, LLC
Very High 125
125
1
2
Susko Wealth Advisors logo Susko Wealth Advisors
Very High 125
125
1
1
Harding's Wealth Managers, Inc.
Very High 126
126
1
1
Retirement Income Strategies Inc. logo Retirement Income Strategies Inc.
Very High 127
127
1
1
Granite State Retirement Planning, Inc. logo Granite State Retirement Planning, Inc.
Very High 128
128
1
1
Zidel Financial Inc. logo Zidel Financial Inc.
Very High 128
128
1
1
Arthurs Wealth Management logo Arthurs Wealth Management
Very High 129
129
1
1
Polaris Financial Planning, LLC. logo Polaris Financial Planning, LLC.
Very High 129
129
1
1
The WealthPlan LLC logo The WealthPlan LLC
Very High 132
132
1
1
Patterson Investments, Inc. logo Patterson Investments, Inc.
Very High 132
132
1
1
IQ Portfolios logo IQ Portfolios
Very High 132
132
1
1
Northstar Financial Advisors, Inc. logo Northstar Financial Advisors, Inc.
Very High 135
135
1
1
Octo Capital, LLC logo Octo Capital, LLC
Very High 135
135
1
1
Private Harbour Investment Management & Counsel LLC.
Very High 135
135
1
1
RetireSharp Wealth Management, LLC
Very High 135
135
1
1
TreMonte Financial Consultants logo TreMonte Financial Consultants
Very High 136
136
1
2
Avanti Wealth Management logo Avanti Wealth Management
Very High 136
136
1
1
DABA Advisors LLC logo DABA Advisors LLC
Very High 137
137
1
1
Barrister logo Barrister
Very High 137
137
1
1
Amidon & Petersen Financials, LLC logo Amidon & Petersen Financials, LLC
Very High 139
139
1
2
Conkin Financial Group, Inc. logo Conkin Financial Group, Inc.
Very High 139
139
1
1
Nine30 Advisors LLC logo Nine30 Advisors LLC
Very High 140
140
1
2
Flynn Financial, LLC logo Flynn Financial, LLC
Very High 141
141
1
1
Culbreth Wealth Management logo Culbreth Wealth Management
Very High 141
141
1
2
McCulley Financial Group, LLC logo McCulley Financial Group, LLC
Very High 141
141
1
1
Solebury Asset Management LLC logo Solebury Asset Management LLC
Very High 142
142
1
1
Franklin Legacy Financial, LLC logo Franklin Legacy Financial, LLC
Very High 142
142
1
1
Platt Investment Counsel, LLC logo Platt Investment Counsel, LLC
Very High 142
142
1
1
Ronald A. Bartlett & Associates, Ltd. logo Ronald A. Bartlett & Associates, Ltd.
Very High 143
143
1
2
Clear View Wealth Advisors logo Clear View Wealth Advisors
Very High 144
144
1
1
FMA Wealth Management, LLC
Very High 144
144
1
2
Burne Financial Concepts, LLC
Very High 144
144
1
1
On Track Financial LLC logo On Track Financial LLC
Very High 145
145
1
1
Occam Capital Management, LLC logo Occam Capital Management, LLC
Very High 147
147
1
2
Waterstone Wealth Advisors, LLC logo Waterstone Wealth Advisors, LLC
Very High 148
148
1
1
Sutton Financial Group
Very High 149
149
1
1
Alpha Asset Management
Very High 149
149
1
1
Leslie Marie Giordano logo Leslie Marie Giordano
Very High 150
150
1
1
Osprey Money Management, LLC logo Osprey Money Management, LLC
Very High 150
0
1
2
Applied Financial Wisdom logo Applied Financial Wisdom
Very High 151
151
1
1
Sullivan Investment Management LLC logo Sullivan Investment Management LLC
Very High 151
151
1
1
The Ducoat Financial Group logo The Ducoat Financial Group
Very High 152
152
1
1
U.S. Cherry LLC logo U.S. Cherry LLC
Very High 153
153
1
1
Shealy Wealth Advisory LLC
Very High 153
153
1
2
Gibson Financial Solutions, Inc. logo Gibson Financial Solutions, Inc.
Very High 153
153
1
2
Swan Retirement Strategies logo Swan Retirement Strategies
Very High 155
155
1
2
John T. McCarthy, LLC
Very High 155
155
1
1
Richwood Investment Advisors, LLC logo Richwood Investment Advisors, LLC
Very High 156
156
1
1
Retirement Income Advisory Group LLC logo Retirement Income Advisory Group LLC
Very High 156
156
1
1
Risley Capital Management LLC logo Risley Capital Management LLC
Very High 159
159
1
1
Family Partners Capital, LLC logo Family Partners Capital, LLC
Very High 160
160
1
2
Omega Capital Management, LLC logo Omega Capital Management, LLC
Very High 160
160
1
2
Intrepid Wealth Partners, LLC logo Intrepid Wealth Partners, LLC
Very High 160
160
1
1
Olympus Peaks Financial, LLC logo Olympus Peaks Financial, LLC
Very High 163
163
1
1
Teplitz Financial Group LLC logo Teplitz Financial Group LLC
Very High 168
168
1
2
Northpoint Financial Planning LLC logo Northpoint Financial Planning LLC
Very High 170
170
1
1
Kingsley Advisors, LLC logo Kingsley Advisors, LLC
Very High 170
170
1
2
Blue Water Financial Investor Coaching, LLC logo Blue Water Financial Investor Coaching, LLC
Very High 170
170
1
1
Hudson Companies logo Hudson Companies
Very High 172
172
1
1
Queen City Capital Management, LLC logo Queen City Capital Management, LLC
Very High 173
173
1
2
22 Seven Wealth Management Inc logo 22 Seven Wealth Management Inc
Very High 173
173
1
1
Financial Solutions Associates logo Financial Solutions Associates
Very High 174
174
1
1
Snowbird Financial LLC logo Snowbird Financial LLC
Very High 179
179
1
1
Stonefield Investment Advisory, Inc. logo Stonefield Investment Advisory, Inc.
Very High 181
181
1
2
Proficient Wealth Counselors, LLC logo Proficient Wealth Counselors, LLC
Very High 182
182
1
1
Newman's Financial Planning logo Newman's Financial Planning
Very High 182
182
1
1
Capital Wealth Advisors, Ltd.
Very High 185
185
1
2
Main Effort Financial, Inc. logo Main Effort Financial, Inc.
Very High 189
189
1
2
Parco Wealth Management LLC logo Parco Wealth Management LLC
Very High 191
191
1
2
Dunamis Capital Consulting, LLC logo Dunamis Capital Consulting, LLC
Very High 192
192
1
2
Walnut Investment Services LLC logo Walnut Investment Services LLC
Very High 193
193
1
2
Marathon Strategic Advisors, LLC logo Marathon Strategic Advisors, LLC
Very High 195
195
1
2
Huffman Wealth Management logo Huffman Wealth Management
Very High 199
199
1
2
Retirement Planning Specialists - Midwest, LLC logo Retirement Planning Specialists - Midwest, LLC
Very High 200
200
1
1
Perpetual Financial
Very High 201
201
1
1
SunRift Capital Partners LLC logo SunRift Capital Partners LLC
Very High 205
205
1
1
Platinum Planning, Inc. logo Platinum Planning, Inc.
Very High 205
205
1
1
Winning Points Advisors, L.L.C. logo Winning Points Advisors, L.L.C.
Very High 208
208
1
2
Advise Financial logo Advise Financial
Very High 216
216
1
1
AMES Financial Solutions, LLC logo AMES Financial Solutions, LLC
Very High 217
217
1
1
SKA Financial Services, Inc.
Very High 217
217
1
1
Barber & Associates logo Barber & Associates
Very High 226
226
1
1
KALTBAUM Capital Management logo KALTBAUM Capital Management
Very High 227
227
1
2
D & P Investment Advisors, Ltd.
Very High 228
228
1
1
Arnold Insurance & Financial Services, LLC
Very High 230
230
1
1
Eisenhiler Capital LLC logo Eisenhiler Capital LLC
Very High 230
230
1
1
Coastal Wealth Advisory Services, LLC logo Coastal Wealth Advisory Services, LLC
Very High 230
230
1
1
BFI Wealth Solutions, LLC
Very High 230
230
1
1
Global Planning Stewards LLC
Very High 232
232
1
1
The Retirement Planners, USA, LLC logo The Retirement Planners, USA, LLC
Very High 234
234
1
2
Financial Freedom Capital Management logo Financial Freedom Capital Management
Very High 234
234
1
1
Berger Wealth Management, LLC logo Berger Wealth Management, LLC
Very High 236
236
1
1
The Hajdari Group, LLC logo The Hajdari Group, LLC
Very High 241
241
1
2
Atlantic Coast Financial logo Atlantic Coast Financial
Very High 248
248
1
2
Cortez Wealth Advisors LLC
Very High 248
248
1
1
Setchfield Asset Management logo Setchfield Asset Management
Very High 250
250
1
2
Nautilus Financial Group, Inc. logo Nautilus Financial Group, Inc.
Very High 256
256
1
2
Jurick Financial Services logo Jurick Financial Services
Very High 258
258
1
1
Client Focused Financial logo Client Focused Financial
Very High 262
262
1
1
Lightedway Advisory Services, Inc. logo Lightedway Advisory Services, Inc.
Very High 267
267
1
1
DPCM logo DPCM
Very High 270
270
1
1
Plan2Retire logo Plan2Retire
Very High 271
271
1
1
Kiaros Advisors, LLC logo Kiaros Advisors, LLC
Very High 273
273
1
1
Coral Wealth Management, LLC logo Coral Wealth Management, LLC
Very High 277
277
1
2
The Capital Group logo The Capital Group
Very High 282
282
1
1
Invictus Timing Service Ltd logo Invictus Timing Service Ltd
Very High 286
286
1
1
Montello Wealth Management, Inc.
Very High 295
295
1
1
Commoncents Wealth Advisors, LLC logo Commoncents Wealth Advisors, LLC
Very High 299
299
1
2
East Guilford Financial Services LLC
Very High 301
301
1
1
Gassman Financial LLC
Very High 307
307
1
2
Shankland Financial Advisors, LLC logo Shankland Financial Advisors, LLC
Very High 308
308
1
2
Equinox Financial Advisors, Inc. logo Equinox Financial Advisors, Inc.
Very High 310
310
1
2
Ballard Wealth Management LLC
Very High 315
315
1
1
Princeton Center Planning and Investments, LLC logo Princeton Center Planning and Investments, LLC
Very High 327
327
1
2
Clarity Retirement & Wealth, LLC logo Clarity Retirement & Wealth, LLC
Very High 329
329
1
2
Koehler Financial Services, Inc. logo Koehler Financial Services, Inc.
Very High 329
329
1
1
Bell City Wealth, Inc. logo Bell City Wealth, Inc.
Very High 337
337
1
2
OmniTrust Wealth Management, Inc.
Very High 348
348
1
1
Todd Wealth Management LLC
Very High 362
362
1
2
Investment Capital Advisors logo Investment Capital Advisors
Very High 373
373
1
1
Worldwide Capital Advisors, LLC
Very High 380
380
1
2
Schulmerich & Associates Asset Management, LLC logo Schulmerich & Associates Asset Management, LLC
Very High 392
392
1
2
Flight Line Financial, LLC logo Flight Line Financial, LLC
Very High 393
393
1
1
Legacy Cornerstone Wealth logo Legacy Cornerstone Wealth
Very High 441
441
1
1
Skloff Financial Group logo Skloff Financial Group
Very High 444
444
1
1
Williams Wealth Management Group, Inc. logo Williams Wealth Management Group, Inc.
Very High 473
473
1
1
Applied Capital Management, LLC logo Applied Capital Management, LLC
Very High 500
500
1
2
The Pilot's Advisor, LLC logo The Pilot's Advisor, LLC
Very High 530
530
1
1
Retire Ready Wealth Management logo Retire Ready Wealth Management
Very High 535
535
1
1
HDA Wealth Management, LLC logo HDA Wealth Management, LLC
Very High 540
540
1
2
Patrick Financial Group LLC. logo Patrick Financial Group LLC.
Very High 603
603
1
2
LendingRobot logo LendingRobot
Very High 609
609
1
2
Manna Wealth Management logo Manna Wealth Management
Very High 614
614
1
2
Toams Financial logo Toams Financial
Very High 620
620
1
2
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