Clients per advisor for Independent firms serving clients in Illinois

In Illinois, independent financial advisors tend to serve a higher number of clients compared to the broader national trend for this category. With 484 firms and a median of 33 clients per advisor, Illinois advisors typically manage more relationships than the national median of 26. This suggests that many Illinois-based independent advisors may be balancing personalized service with a moderately larger client base, possibly reflecting a mix of advisors who are both established and intentionally maintaining manageable caseloads. Clients in Illinois might expect a blend of attentive, relationship-driven service alongside advisors who have grown their practices beyond the earliest stages.

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
Accountants Wealth Management Group LLC
Very Low 1
1
1
1
Grayton Beach Capital, LLC logo Grayton Beach Capital, LLC
Very Low 1
1
1
1
Regal Oak Financial, LLC logo Regal Oak Financial, LLC
Very Low 1
0
1
1
Wealth IQ logo Wealth IQ
Very Low 2
2
1
1
Jackalope Capital logo Jackalope Capital
Very Low 2
2
1
1
US Advanced Computing Infrastructure, Inc. logo US Advanced Computing Infrastructure, Inc.
Very Low 2
2
1
1
Trove, LLC
Very Low 2
2
1
2
Smith CFP, Karyn
Very Low 2
2
1
1
Barnhart Investment Advisory logo Barnhart Investment Advisory
Very Low 3
3
1
1
Old Forge Advisors logo Old Forge Advisors
Very Low 3
3
1
1
MyGen Planning logo MyGen Planning
Very Low 3
3
1
1
Michael J.. Schussele, CPA logo Michael J.. Schussele, CPA
Very Low 3
3
1
1
NexJenn Financial Services logo NexJenn Financial Services
Very Low 3
3
1
1
New Capital Management, LLC logo New Capital Management, LLC
Very Low 3
3
1
2
Recondite Capital LLC logo Recondite Capital LLC
Very Low 3
3
1
1
Aurea Investments LLC logo Aurea Investments LLC
Very Low 4
4
1
1
Keybridge Capital logo Keybridge Capital
Very Low 4
4
1
1
Midwest Retirement Partners, LLC logo Midwest Retirement Partners, LLC
Very Low 4
4
1
1
Magna Vis Capital
Very Low 4
4
1
1
Financial Planning, Asset Management
Very Low 4
4
1
1
Gray Colt Financial Planning LLC logo Gray Colt Financial Planning LLC
Very Low 5
5
1
1
Pinnacle Peak Capital Management LLC
Very Low 5
5
1
1
Elite Focus Private Wealth, LLC logo Elite Focus Private Wealth, LLC
Very Low 5
5
1
1
Rockford Asset Management LLC
Very Low 5
5
1
1
Terrapene Capital logo Terrapene Capital
Very Low 5
5
1
2
Echo Prudent Capital LLC
Very Low 5
5
1
1
Fountaindale, LLC logo Fountaindale, LLC
Very Low 5
0
1
2
Independent Investment Advisor, LLC
Very Low 5
5
1
1
North Pointe Financial Advisors, Inc logo North Pointe Financial Advisors, Inc
Very Low 5
5
1
1
Aegis Wealth Partners, LLC logo Aegis Wealth Partners, LLC
Very Low 5
5
1
1
Castling Financial Planning, Ltd. logo Castling Financial Planning, Ltd.
Very Low 5
5
1
1
Gary Fabian and Associates Incorporated
Very Low 5
5
1
1
Black Swan Advisors LLC logo Black Swan Advisors LLC
Very Low 5
0
1
1
SVN Capital, LLC logo SVN Capital, LLC
Very Low 6
6
1
1
York Wealth Management, LLC logo York Wealth Management, LLC
Very Low 6
6
1
1
Considerate Capital, LLC logo Considerate Capital, LLC
Very Low 6
6
1
1
Pluto Wealth Management logo Pluto Wealth Management
Very Low 6
6
1
1
Sound Financial Solutions, Inc. logo Sound Financial Solutions, Inc.
Very Low 6
6
1
1
D/B/A Financial Awareness Institute logo D/B/A Financial Awareness Institute
Very Low 6
6
1
1
Orbit Financial Planning and Investments logo Orbit Financial Planning and Investments
Very Low 6
6
1
1
Andover Investment Management
Very Low 6
6
1
1
JDN Financial LLC
Very Low 6
6
1
1
Huckstep Asset Management, LLC logo Huckstep Asset Management, LLC
Very Low 6
6
1
1
TBG Investing logo TBG Investing
Very Low 6
6
1
1
Haven Financial Solutions, Inc logo Haven Financial Solutions, Inc
Very Low 7
7
1
1
Revise logo Revise
Very Low 7
7
1
1
SRC Capital Management logo SRC Capital Management
Very Low 7
7
1
1
JM Lotshaw Consulting
Very Low 7
7
1
1
Long Run Investment Management, LLC logo Long Run Investment Management, LLC
Very Low 7
7
1
1
Convexity Investments LLC
Very Low 7
7
1
1
Amplio Wealth logo Amplio Wealth
Very Low 7
7
1
1
Foresight Wealth Advisors logo Foresight Wealth Advisors
Very Low 7
7
1
1
Elite Investment Advisors, LLC
Very Low 7
7
1
1
Maplewood Wealth logo Maplewood Wealth
Very Low 8
8
1
1
Harman Investment Advisors logo Harman Investment Advisors
Very Low 8
8
1
1
Barnett Capital Management, LLC logo Barnett Capital Management, LLC
Very Low 8
8
1
1
Naperville Private Wealth, LLC logo Naperville Private Wealth, LLC
Very Low 8
8
1
1
Wright Benefit Advisors Inc. logo Wright Benefit Advisors Inc.
Very Low 8
8
1
2
White Crest Capital logo White Crest Capital
Very Low 8
8
1
1
VU Financial Services, Inc.
Very Low 8
8
1
1
Edvestment Solutions L.L.C.
Very Low 8
8
1
1
Reserve Fund Advisers logo Reserve Fund Advisers
Very Low 8
8
1
1
BDB Wealth Advisors LLC logo BDB Wealth Advisors LLC
Very Low 8
8
1
2
Conrad A. May, CPA, P.C.
Very Low 8
8
1
1
Encompass Wealth Management LLC logo Encompass Wealth Management LLC
Very Low 8
8
1
1
Retire Secure Financial Planning, LLC logo Retire Secure Financial Planning, LLC
Very Low 9
9
1
1
Dream Weaver Financial Planning LLC logo Dream Weaver Financial Planning LLC
Very Low 9
9
1
1
Salt Creek Hills Money, Ltd.
Very Low 9
9
1
1
Missio Investment Management LLC logo Missio Investment Management LLC
Very Low 9
9
1
1
Pinnacle Planning Advisors, LLC logo Pinnacle Planning Advisors, LLC
Very Low 9
9
1
1
Veridian Private Wealth Management logo Veridian Private Wealth Management
Very Low 9
9
1
1
Stoken Asset Management LLC logo Stoken Asset Management LLC
Very Low 9
9
1
1
Companions on Your Journey logo Companions on Your Journey
Very Low 9
9
1
1
Ameribanc Corporation
Very Low 9
9
1
1
FPG Wealth logo FPG Wealth
Very Low 9
9
1
1
Lockyer Investments logo Lockyer Investments
Very Low 9
9
1
1
Gamma Group
Low 10
10
1
1
Avenue 90 logo Avenue 90
Low 10
10
1
1
Galvanize Wealth LLC
Low 10
10
1
1
Essential Financial Strategies logo Essential Financial Strategies
Low 10
10
1
1
Maley Financial Planning
Low 10
10
1
1
Endeavor Investment Management, LLC
Low 10
10
1
1
Two Fish Management logo Two Fish Management
Low 10
10
1
1
Lake Life Wealth Advisory Group logo Lake Life Wealth Advisory Group
Low 10
10
1
1
Armory Oak Wealth LLC logo Armory Oak Wealth LLC
Low 10
10
1
1
Appleby Advisory LLC
Low 10
10
1
1
Eiduk Tax and Wealth logo Eiduk Tax and Wealth
Low 10
10
1
1
Diversey Capital, LLC logo Diversey Capital, LLC
Low 10
10
1
1
Renz Financial Group, LLC
Low 10
10
1
1
Kuhl Investments Inc. logo Kuhl Investments Inc.
Low 10
10
1
1
Scherrer Financial Services
Low 10
10
1
1
Bright Lantern Financial LLC logo Bright Lantern Financial LLC
Low 10
10
1
1
DMC Capital Management Inc
Low 10
10
1
1
Frank A. Neaylon, LLC
Low 10
10
1
1
Levin & Levy, LLP logo Levin & Levy, LLP
Low 10
10
1
1
VanderKloot & Company, P.C.
Low 10
10
1
1
DLW Planning Inc. logo DLW Planning Inc.
Low 11
11
1
1
Wysopal Wealth logo Wysopal Wealth
Low 11
11
1
1
Nichols Wealth Advisors logo Nichols Wealth Advisors
Low 11
11
1
1
Independent Wealth, LLC logo Independent Wealth, LLC
Low 11
11
1
1
Irontree Advisors LLC logo Irontree Advisors LLC
Low 11
11
1
1
Wealth Management Associates, Inc.
Low 11
11
1
2
Grosse Point Capital Management logo Grosse Point Capital Management
Low 11
11
1
1
Investment Navigation LLC
Low 11
11
1
1
Addison Asset Management, LLC
Low 11
11
1
1
St. Therese Financial LLC logo St. Therese Financial LLC
Low 12
12
1
1
Lake Effect Wealth LLC logo Lake Effect Wealth LLC
Low 12
12
1
1
Family First Wealth Management logo Family First Wealth Management
Low 12
12
1
1
Clancy Capital Advisors LLC
Low 12
12
1
1
Bishop Financial Services LLC
Low 12
12
1
1
Cantebury Capital, Inc. logo Cantebury Capital, Inc.
Low 12
12
1
1
Todt Investment Management LLC logo Todt Investment Management LLC
Low 12
12
1
1
Financial Synergy, Inc. logo Financial Synergy, Inc.
Low 12
12
1
1
Great Mountain Capital Management LLC logo Great Mountain Capital Management LLC
Low 12
12
1
1
Financial Illumination Advisors, LLC logo Financial Illumination Advisors, LLC
Low 12
12
1
1
Altruity Wealth logo Altruity Wealth
Low 13
13
1
1
Honeyguide Capital Partners
Low 13
13
1
1
GGCFO Advisors logo GGCFO Advisors
Low 13
13
1
1
Royalty Wealth Management, Inc.
Low 13
13
1
2
Rabkin Advisors LLC logo Rabkin Advisors LLC
Low 13
13
1
1
Willenbrock Financial Planning
Low 13
13
1
1
Daniel Island Wealth Management, LLC logo Daniel Island Wealth Management, LLC
Low 13
13
1
2
Wentsel Wealth Management, LLC logo Wentsel Wealth Management, LLC
Low 14
14
1
1
ATK Financial Prosperity logo ATK Financial Prosperity
Low 14
14
1
1
Tilatti Wealth Management LLC logo Tilatti Wealth Management LLC
Low 14
14
1
1
MOA Advisory & Financial Services Co logo MOA Advisory & Financial Services Co
Low 14
14
1
1
Hightower & Boler, LLC logo Hightower & Boler, LLC
Low 14
14
1
1
Karstens Wealth logo Karstens Wealth
Low 14
14
1
1
McDevitt & Bird Investment Management Co
Low 14
14
1
1
Obar Wealth Management LLC logo Obar Wealth Management LLC
Low 14
14
1
1
Kevin Hebson & Company
Low 14
14
1
1
Yunistone Investment Group, LLC logo Yunistone Investment Group, LLC
Low 14
14
1
1
Van Ake Capital LLC logo Van Ake Capital LLC
Low 14
14
1
1
DA Wealth Advisors
Low 14
14
1
1
Clark Lewis logo Clark Lewis
Low 14
14
1
1
Northwood Wealth Management, LLC
Low 15
15
1
2
MJC Financial Fitness LLC logo MJC Financial Fitness LLC
Low 15
15
1
1
Lamke Financial LLC logo Lamke Financial LLC
Low 15
15
1
1
Defender Asset Management LLC logo Defender Asset Management LLC
Low 15
15
1
1
Equity Management, Inc.
Low 15
15
1
1
Lemley Yarling Management Co
Low 15
15
1
1
Elite-Pro Wealth Advisors LLC logo Elite-Pro Wealth Advisors LLC
Low 15
15
1
1
Vidarrow Investment Advisors logo Vidarrow Investment Advisors
Low 16
16
1
1
JH Kaufman LLC logo JH Kaufman LLC
Low 16
16
1
1
SMR Strategic Investments, LLC
Low 16
16
1
1
Pavilion Financial Planning logo Pavilion Financial Planning
Low 17
17
1
1
ConCap LLC logo ConCap LLC
Low 17
17
1
1
Newport Investment Advisors, Inc.
Low 17
17
1
1
Gambit Asset Management logo Gambit Asset Management
Low 17
17
1
1
Lelah Financial, LLC logo Lelah Financial, LLC
Low 17
17
1
1
The Other 90 Financial, LLC logo The Other 90 Financial, LLC
Low 18
18
1
1
BWM LLC
Low 18
18
1
1
Brian Thompson Financial logo Brian Thompson Financial
Low 18
18
1
1
Kortenkamp, Joshua F
Low 18
18
1
1
Cardinal Mark LLC
Low 19
19
1
1
Veracity Wealth Management LLC logo Veracity Wealth Management LLC
Low 19
19
1
1
Lakshmi Wealth Management LLC
Low 19
19
1
1
HG Wealth Management, LLC logo HG Wealth Management, LLC
Low 19
19
1
1
Spectrum Advisers, LLC logo Spectrum Advisers, LLC
Low 19
19
1
1
Ares-Bound Capital logo Ares-Bound Capital
Low 19
19
1
1
Adk Wealthcare Partners logo Adk Wealthcare Partners
Low 20
20
1
1
Pickwick Wealth Management logo Pickwick Wealth Management
Low 20
20
1
2
BlueView Investment LLC logo BlueView Investment LLC
Low 20
20
1
1
Heritage Drive Wealth Management LLC logo Heritage Drive Wealth Management LLC
Low 20
20
1
1
Hammond Investment Management, LLC logo Hammond Investment Management, LLC
Low 20
20
1
1
Wynstone Investment Advisors, LLC.
Low 20
20
1
1
Northpoint Advisory LLC logo Northpoint Advisory LLC
Low 20
20
1
1
Finnestad Financial
Low 20
20
1
1
White Brook Capital logo White Brook Capital
Low 20
20
1
1
Herrick Lake Investments LLC logo Herrick Lake Investments LLC
Typical 21
21
1
1
Retirement Matters, Inc. logo Retirement Matters, Inc.
Typical 21
21
1
1
FirstGen Wealth logo FirstGen Wealth
Typical 21
21
1
1
1102 Partners, LLC logo 1102 Partners, LLC
Typical 21
21
1
2
Song Asset Management Co. LLC
Typical 21
21
1
1
Kennon Wealth Management, LLC logo Kennon Wealth Management, LLC
Typical 22
22
1
1
Fee-Only Financial Advisors, Ltd. logo Fee-Only Financial Advisors, Ltd.
Typical 22
22
1
1
RB Salzman Wealth Management, LLC
Typical 22
22
1
1
Life Planning Solutions, LLC logo Life Planning Solutions, LLC
Typical 23
23
1
1
Landphair Wealth Management LLC logo Landphair Wealth Management LLC
Typical 23
23
1
1
Daybreak Wealth, LLC logo Daybreak Wealth, LLC
Typical 23
23
1
1
Furlong Investment Solutions, LLC logo Furlong Investment Solutions, LLC
Typical 24
24
1
1
LCV Advisors LLC logo LCV Advisors LLC
Typical 24
24
1
1
Manage Your Financial Life logo Manage Your Financial Life
Typical 24
24
1
1
Long Run Financial, Ltd. logo Long Run Financial, Ltd.
Typical 24
24
1
1
1035 Capital Management LLC logo 1035 Capital Management LLC
Typical 24
24
1
1
Victory Wealth Management, LLC logo Victory Wealth Management, LLC
Typical 24
24
1
1
Silver Leaf Financial, Inc. logo Silver Leaf Financial, Inc.
Typical 24
24
1
1
Triex Financial Services, Inc.
Typical 25
25
1
2
Rook Financial LLC logo Rook Financial LLC
Typical 25
25
1
1
Carlisle Financial Management, LLC logo Carlisle Financial Management, LLC
Typical 25
25
1
1
Monotelo Wealth Partners logo Monotelo Wealth Partners
Typical 25
25
1
1
Maple Street Capital Advisors, LLC logo Maple Street Capital Advisors, LLC
Typical 25
25
1
1
Ridge Investment Advisors logo Ridge Investment Advisors
Typical 25
25
1
1
MLN Investments LLC
Typical 25
25
1
1
Financial Planning Resources,LLC
Typical 25
25
1
1
Haag Financial Consulting logo Haag Financial Consulting
Typical 25
25
1
1
Arena Consulting, LLC
Typical 25
25
1
1
Knoble, Larry H.
Typical 25
25
1
1
Roger Manske logo Roger Manske
Typical 25
25
1
1
Robert L. Weisman, LLC
Typical 25
25
1
1
Benson Advisory Services & Asset Management logo Benson Advisory Services & Asset Management
Typical 25
25
1
1
Blameuser Asset Management
Typical 25
25
1
1
Stratitech Consulting, Inc. logo Stratitech Consulting, Inc.
Typical 25
25
1
1
Consolidated Wealth Management
Typical 25
25
1
2
Dogwood Investment Advisors logo Dogwood Investment Advisors
Typical 26
26
1
1
Focused Up Financial, LLC logo Focused Up Financial, LLC
Typical 26
26
1
1
Crescendo Financial Planners Inc. logo Crescendo Financial Planners Inc.
Typical 26
26
1
2
The Wealthy Parent logo The Wealthy Parent
Typical 27
27
1
1
Dividend Growth Strategies, Inc.
Typical 27
27
1
1
West Loop Financial LLC logo West Loop Financial LLC
Typical 27
27
1
1
Crowley Capital Management LLC
Typical 27
27
1
1
DCO Capital Management LLC logo DCO Capital Management LLC
Typical 28
28
1
1
KGL Financial Advisors, LLC
Typical 28
28
1
1
Sora Wealth, LLC logo Sora Wealth, LLC
Typical 28
28
1
1
Foresight Strategic Partners, LLC logo Foresight Strategic Partners, LLC
Typical 28
28
1
2
Glass Lake Wealth Management logo Glass Lake Wealth Management
Typical 28
28
1
1
BrightPath Financial, Inc. logo BrightPath Financial, Inc.
Typical 28
28
1
1
Indie Financial Planning logo Indie Financial Planning
Typical 28
28
1
1
Two Trails Financial Planning logo Two Trails Financial Planning
Typical 28
28
1
1
Two Three Five logo Two Three Five
Typical 28
28
1
1
Safe Bay Retirement Advisors
Typical 29
29
1
1
Invest Capital LLC logo Invest Capital LLC
Typical 29
29
1
1
Vista Financial Planning logo Vista Financial Planning
Typical 29
29
1
1
Mel Consulting Co. d/b/a Mel & Co logo Mel Consulting Co. d/b/a Mel & Co
Typical 29
29
1
1
Westrate Capital Management, Inc.
Typical 29
29
1
1
Kirchner Financial Group
Typical 29
29
1
1
Rhodo Wealth Management LLC logo Rhodo Wealth Management LLC
Typical 30
30
1
1
EN+ Wealth logo EN+ Wealth
Typical 30
30
1
1
Kline Capital Management LLC logo Kline Capital Management LLC
Typical 30
30
1
1
Keffer Financial Planning logo Keffer Financial Planning
Typical 30
30
1
1
GlobalMacro Capital Management, LLC logo GlobalMacro Capital Management, LLC
Typical 30
30
1
1
Retirement Portfolio Partners logo Retirement Portfolio Partners
Typical 30
30
1
1
Pinelight Financial PLLC logo Pinelight Financial PLLC
Typical 31
31
1
1
Watchtower Wealth, LLC logo Watchtower Wealth, LLC
Typical 31
31
1
1
K.W. Andersen Investment Group, LLC logo K.W. Andersen Investment Group, LLC
Typical 31
31
1
2
Zone Investment Management, LLC
Typical 32
32
1
1
Martin Financial Management
Typical 32
32
1
1
Betterman Digital Wealth, Inc. logo Betterman Digital Wealth, Inc.
Typical 32
32
1
1
Brady Investment Counsel LLC logo Brady Investment Counsel LLC
Typical 32
32
1
1
Janian Investment Advisers, LLC logo Janian Investment Advisers, LLC
Typical 32
32
1
1
Rhodes Capital Management, Inc. logo Rhodes Capital Management, Inc.
Typical 32
32
1
1
Momentum FinTech LLC
Typical 33
33
1
1
Sorsby Financial Corp. logo Sorsby Financial Corp.
Typical 33
33
1
1
Stanton Financial Planning, LLC logo Stanton Financial Planning, LLC
Typical 33
33
1
1
P.A. Berg Retirement Solutions logo P.A. Berg Retirement Solutions
Typical 33
33
1
1
Oak Brook Asset Management, Corporation
Typical 34
34
1
1
Seed Wealth Management, Inc. logo Seed Wealth Management, Inc.
Typical 34
34
1
2
Whisper Wealth Builders logo Whisper Wealth Builders
Typical 34
34
1
1
Kakis Financial Services Inc.
Typical 34
34
1
1
Design Asset Management, LLC
Typical 35
35
1
1
Azalea Wealth Management LLC logo Azalea Wealth Management LLC
Typical 35
35
1
1
Daleiden Wealth Advisors
Typical 35
35
1
1
Cox Financial Group, Ltd.
Typical 35
35
1
1
Integrated Wealth Planners LLC
Typical 35
35
1
1
Kraft Financial, LLC
Typical 35
35
1
1
Heyman Investment Counseling LLC logo Heyman Investment Counseling LLC
Typical 35
35
1
2
Doncaster Wealth LLC
Typical 35
35
1
1
Lakeside Financial Inc.
Typical 35
35
1
1
Balance Investments logo Balance Investments
High 36
36
1
1
Fit Advisors LLC logo Fit Advisors LLC
High 36
36
1
2
Huron Investment Management, Inc. logo Huron Investment Management, Inc.
High 36
36
1
1
Wealthy Doctor Institute LLC logo Wealthy Doctor Institute LLC
High 36
36
1
1
Outside The Box Financial Planning, LLC logo Outside The Box Financial Planning, LLC
High 36
36
1
1
Wellspring Capital Group, Ltd.
High 37
37
1
1
Trexler Financial Advisors LLC
High 37
37
1
1
Optimum Retirement Planning LLC logo Optimum Retirement Planning LLC
High 37
37
1
1
Oak Brook Advisors, LLC logo Oak Brook Advisors, LLC
High 37
37
1
2
Journey Capital Advisers, LLC logo Journey Capital Advisers, LLC
High 37
37
1
1
JAC Wealth Management Services, LLC
High 37
37
1
1
Trinity Asset Management, Inc. logo Trinity Asset Management, Inc.
High 37
37
1
1
Dukes Lane Investments LLC logo Dukes Lane Investments LLC
High 37
37
1
1
Skinner Advisory, LTD.
High 37
37
1
1
Horizon Capital Management, LLC logo Horizon Capital Management, LLC
High 38
38
1
1
Bold Vision Financial logo Bold Vision Financial
High 38
38
1
2
Ripple Ridge Enterprises LLC logo Ripple Ridge Enterprises LLC
High 38
38
1
1
Prospect Trading LLC logo Prospect Trading LLC
High 38
38
1
1
Long Planning, LLC logo Long Planning, LLC
High 38
38
1
1
CIC Investment Consultants, LLC logo CIC Investment Consultants, LLC
High 38
38
1
2
Berilium logo Berilium
High 39
39
1
2
North Forty Investment Advisors LLC
High 39
39
1
1
GCR Financial Services, LLC
High 39
39
1
1
Drach Advisors LLC logo Drach Advisors LLC
High 39
39
1
1
Petrarch Wealth Management logo Petrarch Wealth Management
High 40
40
1
1
Kollar Wealth Advisors, LLC logo Kollar Wealth Advisors, LLC
High 40
40
1
1
Skoufis Capital Management logo Skoufis Capital Management
High 40
40
1
1
Winiecki Wealth Management logo Winiecki Wealth Management
High 40
40
1
1
Hazel Ridge Advisors, LLC logo Hazel Ridge Advisors, LLC
High 40
40
1
1
SDM Investments, LLC logo SDM Investments, LLC
High 41
41
1
1
TomChaney Investment Services, Inc.
High 41
41
1
1
SPIRE Investment Management LLC logo SPIRE Investment Management LLC
High 41
41
1
2
Omkara Capital LLC logo Omkara Capital LLC
High 41
41
1
1
Royal Asset Managers logo Royal Asset Managers
High 41
41
1
1
O'Keefe & Associates, P.C.
High 42
42
1
1
Champion Financial Inc. logo Champion Financial Inc.
High 42
42
1
1
Sjostrom Financial Planning Inc.
High 42
42
1
1
Roth Investment Management, LLC logo Roth Investment Management, LLC
High 42
42
1
1
Hummer Financial Advisory Services Inc
High 42
42
1
1
Goodwin Asset Management Inc. logo Goodwin Asset Management Inc.
High 43
43
1
1
Oakwood Wealth Advisors Ltd.
High 43
43
1
1
Straightgate Financial LLC logo Straightgate Financial LLC
High 43
43
1
2
PAC Capital, LLC logo PAC Capital, LLC
High 43
43
1
2
Responsive Financial Group, Inc. logo Responsive Financial Group, Inc.
High 43
43
1
1
Powers Financial Group, LLC logo Powers Financial Group, LLC
High 43
43
1
1
Riverbend Planning Group LLC logo Riverbend Planning Group LLC
High 44
44
1
1
Pettibone Wealth Management, LLC
High 44
44
1
2
Directional Asset Management, LLC logo Directional Asset Management, LLC
High 44
44
1
1
Disciplined Financial Services, Inc.
High 45
45
1
1
Servant Capital Advisors logo Servant Capital Advisors
High 45
45
1
1
PVA Financial, LLC logo PVA Financial, LLC
High 46
46
1
1
Baker & Company Advisory Group Inc logo Baker & Company Advisory Group Inc
High 46
46
1
1
Milestone Money logo Milestone Money
High 47
47
1
2
Vodicka Group, Inc. logo Vodicka Group, Inc.
High 48
48
1
1
Avista Wealth Management logo Avista Wealth Management
High 48
48
1
1
Edwards Premier Financial
High 50
50
1
1
Diversified Consumer Planning LLC logo Diversified Consumer Planning LLC
High 50
50
1
2
Cornerstone Asset Management, Inc. logo Cornerstone Asset Management, Inc.
High 50
50
1
1
Patrick Capital Management
High 50
50
1
1
Legacy Wealth Planning logo Legacy Wealth Planning
High 50
50
1
1
Investment Resources Center logo Investment Resources Center
High 50
50
1
1
Gateway Wealth Management, LLC logo Gateway Wealth Management, LLC
High 51
51
1
1
Blue Chip Financial Planning, LLC
High 51
51
1
1
Lumen Capital Management, L.L.C. logo Lumen Capital Management, L.L.C.
High 51
51
1
1
OmniDivitia Wealth Management, Inc. logo OmniDivitia Wealth Management, Inc.
High 51
51
1
1
EmeraldSpark Investments logo EmeraldSpark Investments
High 52
52
1
1
Rowe Consulting Group, LLC logo Rowe Consulting Group, LLC
High 52
52
1
2
Maguire Asset Management, LLC logo Maguire Asset Management, LLC
High 52
52
1
1
Piershale Wealth Management, LLC logo Piershale Wealth Management, LLC
High 52
52
1
2
Ascent Fintech LLC logo Ascent Fintech LLC
High 53
53
1
1
Northlake Capital Management, LLC logo Northlake Capital Management, LLC
High 53
53
1
2
Smart Stewardship Advisors logo Smart Stewardship Advisors
High 54
54
1
1
Ventoux Financial Advisors, LLC logo Ventoux Financial Advisors, LLC
High 55
55
1
1
Despain Investment Solutions, Ltd.
High 58
58
1
2
The Meridian Business Group, Ltd logo The Meridian Business Group, Ltd
High 58
58
1
1
Emberhouse, LLC logo Emberhouse, LLC
High 60
60
1
1
Boon Capital Advisors LLC logo Boon Capital Advisors LLC
High 60
60
1
2
Trails Edge Wealth Advisers, LLC
High 60
60
1
2
Cove Financial Planning, LLC logo Cove Financial Planning, LLC
High 60
60
1
1
Timothy J McDonald CPA CFP
High 60
60
1
1
Intuitive Wealth Management, LLC logo Intuitive Wealth Management, LLC
High 60
60
1
1
A-Team Advisors logo A-Team Advisors
High 60
60
1
2
Strongside Asset Management LLC logo Strongside Asset Management LLC
High 61
61
1
1
Blue Sky Investment Partners, Inc. logo Blue Sky Investment Partners, Inc.
High 61
61
1
1
BD MGMT LLC D.B.A "Blue Jean Wealth Management" logo BD MGMT LLC D.B.A "Blue Jean Wealth Management"
High 62
62
1
1
Couleur Investments
High 62
62
1
1
Genfi LLC logo Genfi LLC
High 62
62
1
1
4D Financial Advisors, LLC logo 4D Financial Advisors, LLC
High 62
62
1
1
Simple Portfolio Management, Inc. logo Simple Portfolio Management, Inc.
High 63
63
1
1
Insight Financial Group, Inc. logo Insight Financial Group, Inc.
High 64
64
1
1
RJ Aubrey Investments Corp.
High 65
65
1
1
Keaton Capital Management L.L.C.
High 65
65
1
1
Wave & Breakout L.L.C.
High 65
65
1
1
Girdwood Capital LLC logo Girdwood Capital LLC
Very High 67
67
1
1
Bradford Capital Management, LLC
Very High 67
67
1
1
Fortitude Private Wealth logo Fortitude Private Wealth
Very High 67
67
1
2
ATI Wealth Partners, LLC
Very High 67
67
1
1
Prism Wealth Management
Very High 68
68
1
1
Everett Wealth Solutions, Inc logo Everett Wealth Solutions, Inc
Very High 69
69
1
1
Reatherford Wealth Management LLC logo Reatherford Wealth Management LLC
Very High 69
69
1
1
Integral Financial Planning LLC logo Integral Financial Planning LLC
Very High 70
70
1
2
Long Financial Planning logo Long Financial Planning
Very High 70
70
1
1
Heritage Wealth logo Heritage Wealth
Very High 70
70
1
1
Checkpoint Financial Planning logo Checkpoint Financial Planning
Very High 70
70
1
1
Cenacle Capital Management, LLC logo Cenacle Capital Management, LLC
Very High 73
73
1
1
Lake Jericho, LLC logo Lake Jericho, LLC
Very High 73
73
1
1
Valor Advisers logo Valor Advisers
Very High 74
74
1
2
Peters Financial LLC logo Peters Financial LLC
Very High 74
74
1
1
DRW Financial logo DRW Financial
Very High 74
74
1
1
Crown Financial Group, Inc.
Very High 75
75
1
1
North Star Wealth Management
Very High 75
75
1
1
EBH Financial, Inc.
Very High 75
75
1
1
Evergreen Capital Management Inc logo Evergreen Capital Management Inc
Very High 75
75
1
1
AK Investing logo AK Investing
Very High 75
75
1
1
Investments By Design, Inc
Very High 75
75
1
1
Bourbon Financial Management logo Bourbon Financial Management
Very High 77
77
1
1
Linden Wealth Management LLC logo Linden Wealth Management LLC
Very High 77
77
1
1
Harmony Wealth Management LLC
Very High 78
78
1
1
Elliott Capital Management, Inc.
Very High 78
78
1
1
Capital Trust Wealth Management logo Capital Trust Wealth Management
Very High 79
79
1
1
R. W. Stanley Investment Planning logo R. W. Stanley Investment Planning
Very High 79
79
1
1
Purpose Financial Planning LLC logo Purpose Financial Planning LLC
Very High 79
79
1
1
Durham Wealth Management, LLC
Very High 80
80
1
1
Smart Choice Financial Planning, Inc. logo Smart Choice Financial Planning, Inc.
Very High 80
80
1
1
Porter Avenue Capital Management, LLC logo Porter Avenue Capital Management, LLC
Very High 81
81
1
2
AECH Financial logo AECH Financial
Very High 82
82
1
1
Thielen Capital Corporation logo Thielen Capital Corporation
Very High 82
82
1
1
RP Zeigler Investment Services logo RP Zeigler Investment Services
Very High 83
83
1
1
Melotte Financial Advisors logo Melotte Financial Advisors
Very High 83
83
1
1
Gianotti Wealth Advisory
Very High 84
84
1
1
Kinkelaar & Associates logo Kinkelaar & Associates
Very High 84
84
1
1
Herzog Financial Group, LLC logo Herzog Financial Group, LLC
Very High 87
87
1
1
Johnston Investment Counsel, Ltd. logo Johnston Investment Counsel, Ltd.
Very High 88
88
1
2
Forward Financial LLC logo Forward Financial LLC
Very High 88
88
1
1
Prima Wealth logo Prima Wealth
Very High 88
88
1
1
Sanskar Advisors, Inc. logo Sanskar Advisors, Inc.
Very High 89
89
1
1
Bullseye Investment Group logo Bullseye Investment Group
Very High 89
89
1
1
Palos Wealth Advisors, LLC
Very High 89
89
1
2
Outlook Capital Management, LLC logo Outlook Capital Management, LLC
Very High 90
90
1
2
Prairie Investment Advisors, LLC logo Prairie Investment Advisors, LLC
Very High 93
93
1
2
Douglas Capital Management, LLC logo Douglas Capital Management, LLC
Very High 94
94
1
1
Deep Blue Financial LLC logo Deep Blue Financial LLC
Very High 95
95
1
1
Lewis Wealth Management, LLC logo Lewis Wealth Management, LLC
Very High 95
95
1
1
Kilcullin Financial Life Planning, LLC logo Kilcullin Financial Life Planning, LLC
Very High 96
96
1
1
Lloyd Park, LLC
Very High 97
97
1
1
Trac Asset Management LLC logo Trac Asset Management LLC
Very High 99
99
1
1
Wolf Financial Advisors LLC
Very High 99
99
1
1
Leading Edge Wealth Management, LLC logo Leading Edge Wealth Management, LLC
Very High 99
99
1
1
Copia Financial Solutions, Inc. logo Copia Financial Solutions, Inc.
Very High 100
100
1
1
Organize, Protect & Grow Your Wealth, LLC logo Organize, Protect & Grow Your Wealth, LLC
Very High 100
100
1
1
Abundance Advisors, Inc.
Very High 100
100
1
1
Quam Wealth Advisory Group LLC
Very High 100
100
1
1
P.W.B., Inc.
Very High 100
100
1
1
MAST Investment Advisors LLC logo MAST Investment Advisors LLC
Very High 100
100
1
1
Financial & Business Consultants logo Financial & Business Consultants
Very High 100
100
1
1
Hampton Financial Services logo Hampton Financial Services
Very High 100
100
1
1
Royal Palm Investment Advisors, Inc.
Very High 101
101
1
2
North Shore Investment Consulting LLC logo North Shore Investment Consulting LLC
Very High 102
102
1
1
Chancellor Financial Services, Inc. logo Chancellor Financial Services, Inc.
Very High 105
105
1
1
Cedar Capital, LLC logo Cedar Capital, LLC
Very High 105
105
1
1
Bobb Financial Incorporated logo Bobb Financial Incorporated
Very High 105
105
1
1
Redwing Financial logo Redwing Financial
Very High 105
105
1
1
Envision Wealth Planning Inc. logo Envision Wealth Planning Inc.
Very High 106
106
1
2
Personal Financial Management, Inc.
Very High 108
108
1
1
Quinn Financial Planning, LLC logo Quinn Financial Planning, LLC
Very High 110
110
1
1
Berg Investment Planning
Very High 112
112
1
1
Strategic Advisors of Illinois logo Strategic Advisors of Illinois
Very High 113
113
1
1
JK Financial Planning, Inc. logo JK Financial Planning, Inc.
Very High 114
114
1
1
Taos Investment Advisors, LLC logo Taos Investment Advisors, LLC
Very High 116
116
1
2
Fisher Financial Group, LLC logo Fisher Financial Group, LLC
Very High 116
116
1
2
Monroe Financial Inc.
Very High 118
118
1
1
Cline Financial Concepts, LLC logo Cline Financial Concepts, LLC
Very High 120
120
1
1
Mindful Money Financial Counsel, LLC logo Mindful Money Financial Counsel, LLC
Very High 120
120
1
1
Locke Financial Services, Inc. logo Locke Financial Services, Inc.
Very High 120
120
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
Nash-Hasty Private Wealth Management logo Nash-Hasty Private Wealth Management
Very High 123
123
1
1
Dahl Financial Services, Inc. logo Dahl Financial Services, Inc.
Very High 125
125
1
2
Elevation Financial LLC logo Elevation Financial LLC
Very High 125
125
1
1
Daly Investment Management, LLC logo Daly Investment Management, LLC
Very High 127
127
1
1
Trueman Brown
Very High 128
128
1
2
Polaris Financial Planning, LLC. logo Polaris Financial Planning, LLC.
Very High 129
129
1
1
Defined Capital LLC logo Defined Capital LLC
Very High 130
130
1
1
Aydt Investment Management, Inc.
Very High 130
130
1
2
Patap Financial Services
Very High 135
135
1
1
Building Equities, LLC
Very High 136
136
1
1
Domo Capital Management, LLC logo Domo Capital Management, LLC
Very High 137
137
1
1
Missional Advisor Group
Very High 140
140
1
1
A J Feldman Financial, LLC logo A J Feldman Financial, LLC
Very High 140
140
1
1
Nine30 Advisors LLC logo Nine30 Advisors LLC
Very High 140
140
1
2
Milestone Advisory Group, LLC logo Milestone Advisory Group, LLC
Very High 140
140
1
1
Paisley Financial LLC logo Paisley Financial LLC
Very High 141
141
1
2
McCulley Financial Group, LLC logo McCulley Financial Group, LLC
Very High 141
141
1
1
Palen Financial LLC logo Palen Financial LLC
Very High 146
146
1
1
Saint Louis Investment Advisors Inc logo Saint Louis Investment Advisors Inc
Very High 147
147
1
1
Wolfstone Wealth logo Wolfstone Wealth
Very High 153
153
1
2
Richwood Investment Advisors, LLC logo Richwood Investment Advisors, LLC
Very High 156
156
1
1
Quantum Financial Planning LLC logo Quantum Financial Planning LLC
Very High 159
159
1
1
Risley Capital Management LLC logo Risley Capital Management LLC
Very High 159
159
1
1
Pilot Asset Management LLC logo Pilot Asset Management LLC
Very High 163
163
1
1
MACC IV Group logo MACC IV Group
Very High 170
170
1
1
Advanced Trader Investment Advisors, LLC. logo Advanced Trader Investment Advisors, LLC.
Very High 175
175
1
1
First Wealth Advisory, Inc. logo First Wealth Advisory, Inc.
Very High 185
185
1
1
Thoughtful Money LLC logo Thoughtful Money LLC
Very High 187
187
1
1
Main Effort Financial, Inc. logo Main Effort Financial, Inc.
Very High 189
189
1
2
Fulkerson Financial Services, LLC
Very High 200
200
1
1
Lane Family Wealth Management logo Lane Family Wealth Management
Very High 202
202
1
2
Lighthouse Financial & Consulting Services, LLC logo Lighthouse Financial & Consulting Services, LLC
Very High 202
202
1
1
Wealth Ambassadors, LLC logo Wealth Ambassadors, LLC
Very High 203
203
1
1
Financial Planning Advisors, Inc. logo Financial Planning Advisors, Inc.
Very High 225
225
1
1
W.K. Cooper II Asset Management Corporation logo W.K. Cooper II Asset Management Corporation
Very High 230
230
1
1
Investment Advisors Group, LLC logo Investment Advisors Group, LLC
Very High 259
259
1
1
DPCM logo DPCM
Very High 270
270
1
1
Fortis Portfolio Solutions, LLC logo Fortis Portfolio Solutions, LLC
Very High 276
276
1
2
Schaefer Wealth Management, Inc. logo Schaefer Wealth Management, Inc.
Very High 296
296
1
2
Strategic Investment Advisors, Ltd. logo Strategic Investment Advisors, Ltd.
Very High 301
301
1
1
Shankland Financial Advisors, LLC logo Shankland Financial Advisors, LLC
Very High 308
308
1
2
Koehler Financial Services, Inc. logo Koehler Financial Services, Inc.
Very High 329
329
1
1
Flight Line Financial, LLC logo Flight Line Financial, LLC
Very High 393
393
1
1
Zendamentals logo Zendamentals
Very High 424
424
1
1
Legacy Cornerstone Wealth logo Legacy Cornerstone Wealth
Very High 441
441
1
1
Lenox Capital Management, Inc.
Very High 442
442
1
1
Santefort Investment Group, LLC logo Santefort Investment Group, LLC
Very High 456
456
1
1
New Street Advisors Group LLC logo New Street Advisors Group LLC
Very High 510
510
1
1
The Pilot's Advisor, LLC logo The Pilot's Advisor, LLC
Very High 530
530
1
1
LendingRobot logo LendingRobot
Very High 609
609
1
2
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