Clients per advisor for Independent firms serving clients in Massachusetts

In Massachusetts, independent financial advisors tend to serve slightly more clients per advisor than the broader national independent average, with a median of 27 clients compared to the national median of 25. This suggests that while many advisors in the state may still be in early stages of building their practices, there is also a notable presence of advisors managing moderately sized client bases. The distribution indicates a mix of advisors who maintain smaller, personalized client relationships and those who are scaling their services. For consumers, this means Massachusetts offers a range of independent advisors balancing personalized attention with growing client portfolios.

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
Unicorn Consulting	Very Low 1	1	1	1
Broad Brook Financial	Very Low 1	1	1	1
Trilogy Advisors	Very Low 1	1	1	1
Crescent Lake Advisors	Very Low 1	1	1	1
Kempthorne Analytics, Inc	Very Low 1	1	1	1
Sustainable Investment Partners LLC	Very Low 1	1	1	1
East River Capital Management LLC	Very Low 2	2	1	1
Grail Capital LLC	Very Low 2	2	1	1
ESS Capital Services	Very Low 2	2	1	1
North Shore Wealth Management	Very Low 2	2	1	1
Phoenix Investment	Very Low 2	2	1	1
Plain Talk Financial Planning, LLC	Very Low 3	3	1	1
Bowditch Advisory Services, LP	Very Low 3	3	1	1
Sousa Financial	Very Low 4	4	1	1
Techgen Financial	Very Low 4	0	1	1
Hawthorne Wellman Financial Planning, LLC	Very Low 4	4	1	1
Clifton, Roger Lambert	Very Low 4	4	1	1
Philip J.. Sagan Financial Consulting, Inc.	Very Low 4	4	1	1
Vesta Investment Advisors, LLC	Very Low 4	4	1	1
Thrive Investments, LLC	Very Low 4	4	1	1
Wealth Management Planning	Very Low 4	4	1	1
Colemma Asset Management LLC	Very Low 4	4	1	1
Norcross Capital Management LLC	Very Low 4	4	1	1
C. Michael Amin, LLC	Very Low 5	5	1	1
Foresight Investing	Very Low 5	5	1	1
Qualivian Investment Partners	Very Low 5	5	1	2
First Due Financial LLC	Very Low 5	5	1	1
Rakatansky Financial LLC	Very Low 5	5	1	1
Norton Financial Consultants	Very Low 5	5	1	1
Financial Strategies, LLC	Very Low 5	5	1	1
Garch Capital LLC	Very Low 5	5	1	1
AsterBright Capital Management, LLC	Very Low 6	6	1	1
Viraj Capital, LLC	Very Low 6	6	1	1
Able Financial Planning, Inc.	Very Low 6	6	1	1
Bogle Wealth Management, LLC	Very Low 6	6	1	1
One Financial Design, LLC	Very Low 6	6	1	1
Course Pilot Financial LLC	Very Low 6	6	1	1
Sail Loft Capital Management LLC	Very Low 6	6	1	1
RCM Robinson Capital Management LLC	Very Low 6	6	1	1
Donal Fiduciaries	Very Low 6	6	1	1
Atwima Wealth Management LLC	Very Low 7	7	1	1
Powwow, LLC	Very Low 7	7	1	1
Frost Investment Partners, LLC	Very Low 7	7	1	1
Growth Vision Asset Management LLC	Very Low 7	7	1	1
Fuleihan, Camille, Farid	Very Low 7	7	1	1
Access Financial Planning, LLC	Very Low 7	7	1	1
Family Investment Advisory, LLC	Very Low 7	7	1	1
Pierre & Company LLC	Very Low 7	7	1	1
Centre Street Cambridge Corporation	Very Low 7	7	1	1
Twin Lights Capital Management LLC	Very Low 8	8	1	1
Motta Wealth Management LLC	Very Low 8	8	1	1
Stonehurst Capital Management, LLC	Very Low 8	8	1	1
Gardiner Financial, Inc.	Very Low 8	8	1	1
Assist FP	Very Low 8	8	1	1
Barth Capital LLC	Very Low 8	8	1	1
Mendoza Wealth Management	Very Low 8	8	1	1
Carlisle Financial Group, LLC	Very Low 8	8	1	1
Double Eagle Capital Management, LLC	Very Low 8	8	1	1
By The Square Investments	Very Low 8	8	1	1
Mill Street Research	Very Low 8	8	1	1
Efficient Capital Strategies, LLC	Very Low 8	8	1	1
Black Diamond Financial Planning, LLC	Very Low 8	8	1	1
Crossroads Capital Management LLC	Very Low 8	8	1	1
Pathways Financial Consulting LLC	Low 9	9	1	1
Stratton Lamb Advisors LLC	Very Low 9	9	1	2
Lakeview Financial Planning	Low 9	9	1	1
Balanstone, LLC	Low 9	9	1	1
Peabody River Asset Management, LLC	Low 9	9	1	1
Red Kennedy Financial	Low 9	9	1	1
L. B. Eddy	Low 9	9	1	1
Harder Management Company, Inc.	Very Low 9	9	1	2
Boylston Capital Management	Low 9	9	1	1
Stephen H.. Peck Employee Benefits Solutions	Low 10	10	1	1
The Financial Network Group	Low 10	10	1	1
Parkstone Investments, LLC	Low 10	10	1	1
Legacy Investment Advisors Inc.	Low 10	10	1	1
AVK Partners	Low 10	10	1	1
M Street Capital, LLC	Low 10	10	1	1
Stillwater Investments	Low 10	10	1	1
Dhyan Capital Management	Low 10	10	1	1
Focus Financial, LLC	Low 10	10	1	1
Ingeniq Capital	Low 10	0	1	1
Simansky Investments, LLC	Low 10	10	1	1
Levin Financial Planning	Low 10	10	1	1
Adaptive Financial Solutions Inc	Low 10	10	1	1
Nobscot Investment Management LLC	Low 10	10	1	1
SmartStreet Investments	Low 11	11	1	1
Clearvue Advisors LLC	Low 11	11	1	1
CPAsset Management, Inc.	Low 11	11	1	1
Financial Well-Being Advisors LLC	Low 11	11	1	1
Weiss Financial Advisors, LLC	Low 11	11	1	1
Walk You To Wealth	Low 11	11	1	1
Laguna Investment Services	Low 11	11	1	1
Ellisville Harbour Partners	Low 11	11	1	1
Advisory Financial Services LLC	Low 11	11	1	1
Convergent Capital Partners, LLC	Low 11	11	1	1
Pen Facs Financial Services	Low 11	11	1	1
Morrill Financial Services	Low 11	11	1	1
The Financial Grove LLC	Low 12	12	1	1
Truenorth Financial Planning	Low 12	12	1	1
Marvin Capital	Low 12	12	1	1
Wellfin360	Low 12	12	1	1
Dreamfield Planning Group, LLC	Low 12	12	1	1
Boselah Investments	Low 12	12	1	1
Fair Haven Capital LLC	Low 12	12	1	1
JSK Capital Advisors, LLC	Low 12	12	1	1
MFT Wealth Management	Low 12	12	1	1
USA 401K	Low 12	12	1	1
Bulldog Financial Planning LLC	Low 12	12	1	1
Placera Capital Management LLC	Low 12	12	1	1
Meeting House Capital, LLC	Low 12	12	1	1
Kirkwood Private, LLC	Low 13	13	1	1
Wealth in Yourself LLC	Low 13	13	1	1
P2, LLC	Low 13	13	1	1
New Shore Financial LLC	Low 13	13	1	1
Stonehaven Private Wealth Management LLC	Low 13	13	1	1
JKG Capital LLC	Low 14	14	1	1
GrowthFocus Wealth Management LLC	Low 14	14	1	1
GoalFocus Financial, LLC	Low 14	14	1	1
Cedar Rock Investment Advisors	Low 14	14	1	1
Shoreline Capital Corporation	Low 14	14	1	1
Brickell Investments, LLC	Low 14	14	1	1
D. Moss Wealth Management	Low 15	15	1	1
Paceline Wealth Management, LLC	Low 15	15	1	1
Harvest Capital Management, LLC	Low 15	15	1	1
Venture Partners Wealth Management, LLC	Low 15	15	1	1
Prudent Growth Investments LLC	Low 15	15	1	1
Shannon Investment Management	Low 15	15	1	1
Sentry Financial Planning, LLC	Very Low 15	15	1	2
Toole Financial	Low 15	15	1	1
Solari Financial Planning, LLC	Low 15	15	1	1
BDKMarketGroup Investment Management LLC	Low 16	16	1	1
Strategic Investment Solutions, LLC	Low 16	16	1	1
Harry S. Bower, LLC	Low 16	16	1	1
Power Plans	Low 16	16	1	1
Hacket Asset Management, Inc.	Low 16	16	1	1
J. Williams Wealth Management, LLC	Low 16	16	1	1
Spencer Brook Asset Management, LLC	Low 16	16	1	1
Neumeier Capital Management, Inc	Low 16	16	1	1
Engels Investment Advisors, LLC	Low 17	17	1	1
Plan For It Financial, LLC	Low 17	17	1	1
Account Management, LLC	Very Low 17	17	1	2
Integrity Advisors LLC	Low 17	17	1	1
Kochevar Financial Planning, LLC	Low 17	17	1	1
Northquant Capital Management, LLC	Low 17	17	1	1
L M Franks Capital	Low 17	17	1	1
DLC Wealth Management	Very Low 18	18	1	2
KJH Financial Services	Low 18	18	1	1
Snug Harbor Capital Management, LLC	Low 18	18	1	1
BroadWealth LLC	Low 18	18	1	1
ST GOLIA Planning, LLC	Low 18	18	1	1
C.J. Gilbert Financial LLC	Low 18	18	1	1
Stardust Wealth Strategies	Typical 19	19	1	1
Nathanael R. Brayton, CFA	Typical 19	19	1	1
Washington Peak Investment Advisors LLC	Typical 19	19	1	1
Hennessy Financial Services	Typical 19	19	1	1
White Pine Advisory LLC	Typical 19	19	1	1
AM Wealth Solutions, LLC	Typical 19	19	1	1
Meenes Wealth Partners	Typical 19	19	1	1
Fourthpoint Advisors	Typical 19	19	1	1
Knightsbridge Advisors, Inc.	Typical 19	19	1	1
Hoyt Wealth Management	Typical 19	19	1	1
Abraham, Robert Ralph Jr.	Typical 19	19	1	1
Kcm	Typical 19	19	1	1
Aztec Capital LLC	Typical 20	20	1	1
Sunflower Financial Planning, LLC	Typical 20	20	1	1
Stonestreet Financial, Inc.	Typical 20	20	1	1
Reverie Wealth	Typical 20	20	1	1
Investor Resources Inc	Typical 20	20	1	1
Aspire Financial Advisors, Inc.	Typical 20	20	1	1
Zarathustra Wealth Management	Typical 20	20	1	1
Capital Wealth Management	Typical 20	20	1	1
Buff Capital Management, LLC	Typical 20	20	1	1
Freya Financial Services	Typical 20	20	1	1
Portfolios Boston	Typical 21	21	1	1
Value Financial Services Corp.	Typical 21	21	1	1
Morton Financial Advice LLC	Typical 21	21	1	1
Andante Financial	Typical 21	21	1	1
Fee-Only Financial Planning	Typical 21	21	1	1
Harvard Square Financial Planning	Typical 21	21	1	1
Olson Economics, LLC	Typical 21	21	1	1
Carlson Planning Company	Typical 21	21	1	1
Meridian Financial Advisory LLC	Typical 21	21	1	1
Chasan Capital Management	Typical 21	21	1	1
Zen Financial Planning, LLC	Typical 21	21	1	1
Larchmont Wealth Advisors	Typical 21	21	1	1
Financial Advisory Services	Typical 21	21	1	1
Ascend Financial	Typical 21	21	1	1
Guinea Value Investments	Typical 22	22	1	1
Blue River South, LLC	Typical 22	22	1	1
Spotlight Investment LLC	Typical 22	22	1	1
Boston Investment Trust Management, Inc.	Typical 22	22	1	1
Laurence Financial Planning LLC	Typical 22	22	1	1
Hark Financial Planning	Typical 22	22	1	1
Cornerstone Wealth Management LLC	Typical 23	23	1	1
Old School Capital LLC	Typical 23	0	1	1
LMC Investments, Inc.	Low 23	23	1	2
Goodman Asset Management, Inc.	Typical 23	23	1	1
Onboard Financial Management, LLC	Typical 23	23	1	1
Silver Maple Financial, LLC	Typical 23	23	1	1
Odinic Advisors LLC	Typical 24	24	1	1
Boca Retirement Strategies Inc.	Typical 24	24	1	1
KSQ Financial Services LLC	Typical 24	24	1	1
Curtin Financial Management, Inc.	Typical 25	25	1	1
LDL Capital Management, LLC	Typical 25	25	1	1
Brave Boat Capital Advisors	Typical 25	25	1	1
Fvs Financial	Typical 25	25	1	1
Manent Capital	Typical 25	25	1	1
RMW Wealth Management, LLC	Typical 25	25	1	1
Aragorn Ltd.	Typical 25	25	1	1
Demers Financial Planning	Typical 25	25	1	1
Holistic View Financial, LLC	Low 26	26	1	2
The Oakes Financial Group	Typical 26	26	1	1
Still River Financial Planning	Typical 26	26	1	1
Rising Tides Financial, LLC	Typical 26	26	1	1
Momentum Investment Management, LLC	Typical 26	26	1	1
Lennox Financial	Typical 27	27	1	1
Fichter & Co. Investors	Typical 27	27	1	1
Pennyfarthing Investment Management, L.L.C.	Typical 27	27	1	1
Potomac Investment Company	Low 27	27	1	2
L.F. Howard Associates Inc	Typical 27	27	1	1
Harbor Point Capital Management, LLC	Typical 27	27	1	1
Brio Financial Planning	Typical 27	27	1	1
Spillane Financial Planning, Inc.	Typical 28	28	1	1
Waterstone Advisors LLC	Typical 28	28	1	1
Goal Wealth Advisory Group, LLC	Typical 28	28	1	1
Full Life Financial Planning	Typical 28	28	1	1
Lattanzi Financial Services LLC	Low 28	28	1	2
Curious Crow Financial Planning	Typical 28	28	1	1
Douglas A. McClennen IA	Typical 29	29	1	1
Beta Management Consulting	Low 29	29	1	2
Carey S. Roebuck Financial Services, LLC	Typical 29	29	1	1
BFA Wealth Management	Typical 29	29	1	1
DSW Investment, LLC	Typical 30	30	1	1
Cascade Wealth LLC	Typical 30	30	1	1
Evergreen Wealth Management	Typical 30	30	1	1
New Century Investment Management, L.L.C.	Typical 30	30	1	1
KATAPULT Financial Planning LLC	Typical 30	30	1	1
Just Wealth LLC	Typical 30	30	1	1
Tiedemann & Associates Investment Advisors, Inc.	Low 31	31	1	2
Geld Financial Advisors, Inc.	Typical 31	31	1	1
Breakwater Asset Management, LLC	Typical 31	31	1	1
Pamet Advisors LLC	Typical 31	31	1	1
Eddy Company, LLC	Typical 31	31	1	1
Burr & Company, LLC	Typical 31	31	1	1
Highwind Wealth Management	Typical 32	32	1	1
Cranston Capital Management, LLC	Typical 32	32	1	1
Strategic Financial Alliance, LLC	Typical 32	32	1	1
Tailwind Wealth Management, LLC	Typical 32	32	1	1
Okemo Capital Management, LLC	Typical 32	32	1	1
Wenning Investments, LLC	High 33	33	1	1
Long Point Wealth Management, LLC	High 33	33	1	1
PlanDynamic, LLC	High 33	33	1	1
Collaborative Financial Solutions LLC	High 33	33	1	1
Pacesetter Planning LLC	Low 34	34	1	2
Seed Wealth Management, Inc.	Low 34	34	1	2
Protegro, Inc.	High 34	34	1	1
Queenvest	High 34	34	1	1
Encore Investment Advisors, LLC	High 34	34	1	1
Lowry Financial Services	High 35	35	1	1
CVW Financial, LLC	High 35	35	1	1
Doncaster Wealth LLC	High 35	35	1	1
Stephen P Galib CRPC	High 35	35	1	1
Spindletop Commonwealth Advisors LLC	High 35	35	1	1
Vineyard Wealth Group, LLC	High 36	36	1	1
Paragon Financial Advisors	High 36	36	1	1
T.H. Rapko & Company, LLC	High 36	36	1	1
Loynd Capital Management	High 36	36	1	1
Broadwater Capital Management LLC	High 36	36	1	1
Neiman & Associates Financial Services, LLC	High 36	36	1	1
Shimkus, Peter E	High 36	36	1	1
Heritage Financial Network, Inc.	High 37	37	1	1
Waypoint Financial Planning LLC	High 37	37	1	1
BradyCo Financial	High 37	37	1	1
Mirica Wealth	High 37	37	1	1
Guide Wealth Management	Low 37	37	1	2
Honorable Financial Services, LLC	High 37	37	1	1
Lally Wealth Management, LLC	High 38	38	1	1
Memento Financial Planning	High 38	38	1	1
Pathways Financial Planning	High 38	38	1	1
Strategic Planning Associates	High 38	38	1	1
Yankee Investor, LLC	High 39	39	1	1
Clearview Financial Strategies LLC	High 39	39	1	1
MJM Investment Advisors, Inc.	High 39	39	1	1
Starboard Wealth Management, LLC	High 39	39	1	1
SHARON LUND, FINANCIAL PLANNING, Inc.	High 40	40	1	1
Houbens Planning Associates Inc.	High 40	40	1	1
Jadim Wealth Management, LLC	High 40	40	1	1
CAPE ANN FINANCIAL	High 40	40	1	1
Hawk Capital Management LLC	High 40	40	1	1
Pier 42 Advisors	High 40	40	1	1
SW Private Wealth, LLC	High 41	41	1	1
Clarity Wealth Management LLC	High 41	41	1	1
Arlington Investment Advisors	High 41	41	1	1
Northmont Wealth Management LLC	High 41	41	1	1
Woodland Investment Consulting LLC	High 42	42	1	1
Wood River Consulting	High 42	42	1	1
Fourth Quarter Retirement Strategies, LLC	High 42	42	1	1
TLP Financial Services, Inc.	Typical 42	42	1	2
Tilton Asset Management	High 42	42	1	1
Andersonlane	High 43	43	1	1
Mission Park Capital, LLC	High 44	44	1	1
Infinity Financial Strategies, LLC	High 44	44	1	1
Dover Investment Advisory Corporation	High 45	45	1	1
Chilmark Wealth Management LLC	High 45	45	1	1
Dollar & Sense	Typical 45	45	1	2
Clear View Wealth Advisors, LLC	High 45	45	1	1
Snowcap Financial	High 45	45	1	1
Ebersole Financial LLC	High 46	46	1	1
Leverage Financial Advisory	High 46	46	1	1
Lodestar Wealth, LLC	High 46	46	1	1
Sullivan Retirement Resources, LLC	Typical 46	46	1	2
Foundations Financial Planning, LLC	High 47	47	1	1
Quabbin Advisors	High 47	47	1	1
Brae Head, Inc.	High 47	47	1	1
Allegiance Financial Services, Inc.	Typical 47	47	1	2
Tomasetti Investment Group, LLC	High 47	47	1	1
Forever Financial Advisors, LLC	High 48	48	1	1
Titanium Advisors, LLC	High 48	48	1	1
Holder & Company, Inc.	High 49	49	1	1
Wade Management LLC	High 49	49	1	1
Parkmount Financial Partners LLC	High 50	50	1	1
Sentinel Advisory Corp	High 50	50	1	1
Williams Wealth Management	High 50	50	1	1
Main Street Financial Advisory LLC	Typical 50	50	1	2
Concord Atlantic, Inc.	High 50	50	1	1
Fisher Financial Strategies	High 50	50	1	1
Blacksmith Advisors LLC	High 50	50	1	1
Essex Capital Management	High 50	50	1	1
NestEgg Financial	High 50	50	1	1
Fair Weather Strategies LLC	High 51	51	1	1
Cambridge Financial Services	High 52	52	1	1
Murray Financial Advisors LLC	Typical 52	52	1	2
Coastal Financial Planning, Inc.	High 53	53	1	1
Oxford Martin, LLC	High 54	54	1	1
Zen Wealth Advisors, LLC	High 54	54	1	1
BCF Law Group, LLC	High 55	55	1	1
Silk Investment Advisors	High 55	55	1	1
Heritage House Asset Management	Typical 55	55	1	2
Slate Peak Financial Services, LLC	High 55	55	1	1
Montanari Financial Advisors Inc.	High 56	56	1	1
Bon Investments, LLC	High 56	56	1	1
Wilson Capital, LLC	High 56	56	1	1
Peterkin Financial, LLC	High 57	57	1	1
Capable Wealth, LLC	High 57	57	1	1
CIO Wealth Management, Inc.	High 59	59	1	1
Helm Financial Planning LLC	High 59	59	1	1
ARM Financial LLC	High 59	59	1	1
Street Smart Financial, LLC	Typical 59	59	1	2
Charis Legacy Partners	High 59	59	1	1
Atlantic Retirement & Wealth Advisors LLC	Typical 60	60	1	2
Seidman Investment Portfolios	High 60	60	1	1
Hartman, Jeremy	High 60	60	1	1
CB Capital LLC	Very High 61	61	1	1
Kearney-Burch Financial Services, Inc.	Very High 62	62	1	1
Lakeside Financial Planning, LLC	Very High 62	62	1	1
Breakwater Financial, LLC	Very High 62	62	1	1
Beantown Financial Advisors LLC	Very High 63	63	1	1
DAK Financial Services, LLC	Very High 63	63	1	1
Robert William Shoemaker,Iii	Very High 63	63	1	1
Silver Anchor Financial, LLC	Very High 63	63	1	1
TaiBay Wealth Management LLC	Very High 64	64	1	1
Belmont Financial, LLC	Very High 64	64	1	1
Willow Planning Group, LLC	Very High 65	65	1	1
Seaport Financial Planning, LLC	Very High 65	65	1	1
Red Clover Wealth Management, LLC	Very High 65	65	1	1
James Horton, LLC	Very High 66	66	1	1
KJ Capital Management LLC	High 66	66	1	2
MacNeil Capital Management	Very High 66	66	1	1
COMPASS Wealth Management, LLC	Very High 66	66	1	1
ATI Wealth Partners, LLC	Very High 67	67	1	1
Yellow Dog Financial, Inc.	Very High 67	67	1	1
NAV Wealth Management LLC	Very High 68	68	1	1
Wickford Wealth Management, LLC	Very High 69	69	1	1
Ridley Cove Financial Advisors LLC	High 69	69	1	2
South Coast Planning & Wealth Management	Very High 70	70	1	1
Panos Financial Partners, LLC	Very High 71	71	1	1
Sagamore Wealth Management, LLC	Very High 75	75	1	1
Carmichael Creel Investments	High 76	76	1	2
Cascade Wealth Management Solutions Inc.	Very High 76	76	1	1
Income Associates	Very High 77	77	1	1
White Pine Investments	Very High 79	79	1	1
Middle Street Capital, LLC	Very High 79	79	1	1
Wolfstich Capital, LLC	Very High 79	79	1	1
Sage Wealth Advisors LLC	Very High 79	79	1	1
Hoffman, Alan N. Investment Management	Very High 80	80	1	1
Prakash Investment Advisors LLC	Very High 80	80	1	1
Reconstructing Wealth	Very High 81	81	1	1
MOK Financial Planning & Tax, Inc.	Very High 82	82	1	1
Vincent Wealth Advisors LLC	High 83	83	1	2
Tanin, Tunc	Very High 83	83	1	1
Northeast Capital Management, Inc.	Very High 84	84	1	1
New England Financial Group	Very High 85	85	1	1
Her Personal Finance	Very High 85	85	1	1
Komich Capital Advisors	Very High 88	88	1	1
McVittie Financial Advisors	High 88	88	1	2
MS Financial Services, LLC	Very High 90	90	1	1
Pioneer Financial, Inc.	High 93	93	1	2
Atlas Peak Advisors, Inc.	Very High 94	94	1	1
Intelligent Investing	Very High 95	95	1	1
Robert A. Zock & Co., Inc.	Very High 96	96	1	1
Commonwealth Guardians	High 96	96	1	2
Financial Focus Asset Management, Inc.	Very High 97	97	1	1
Najarian Financial LLC	Very High 99	99	1	1
Nichols Investment Advisory Services	Very High 100	100	1	1
Northeast Equity Research Inc.	Very High 100	100	1	1
Charles River Wealth Management, LLC	Very High 103	103	1	1
Client Priority Financial Advisors LLC	Very High 103	103	1	1
F3 Capital	Very High 103	103	1	1
Brava Financial	Very High 104	104	1	1
Dodge Wealth Management	Very High 107	107	1	1
Tapparo Capital Management	Very High 113	113	1	1
Pashadre Capital Management, Inc.	Very High 114	114	1	1
F.F. Advisors, LLC	Very High 115	115	1	1
Gold Canyon Financial Planning	Very High 115	115	1	2
Betro Mileszko & Company	Very High 115	115	1	2
Mile High Investments, LLC	Very High 121	121	1	1
CSLA Financial Inc	Very High 122	122	1	1
1650 Wealth Management, LLC	Very High 122	122	1	1
Cambridge Cape Cod Advisors, LLC	Very High 123	123	1	2
Elevation Financial LLC	Very High 125	125	1	1
Lechner Associates	Very High 125	125	1	2
WPG Advisory Group, LLC	Very High 128	128	1	1
Granite State Retirement Planning, Inc.	Very High 128	128	1	1
Andover Advisory Group	Very High 130	130	1	2
Larson Financial Planning Inc.	Very High 131	131	1	1
Bentley Wealth Management, LLC	Very High 132	132	1	1
Rocky Hill Advisors Inc.	Very High 135	135	1	2
WealthShape LLC	Very High 136	136	1	1
Butterworth Financial LLC	Very High 138	138	1	1
A J Feldman Financial, LLC	Very High 140	140	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	Very High 145	145	1	1
Investment Management Trust, LLC	Very High 147	147	1	1
Standard Planning Company	Very High 147	147	1	1
KBR Retirement & Investment Solutions	Very High 148	148	1	1
Lyon Financial Planning, LLC	Very High 150	150	1	1
Brownstone Financial Group LLC	Very High 153	153	1	2
Orbis Wealth Management	Very High 156	156	1	2
603 Financial Advisors, LLC	Very High 160	160	1	1
Family Partners Capital, LLC	Very High 160	160	1	2
Omega Capital Management, LLC	Very High 160	160	1	2
McGuigan Financial, LLC	Very High 162	162	1	1
Millenium Financial Services	Very High 163	163	1	1
Liriano Wealth Advisory Group, LLC	Very High 167	167	1	1
Financial Solutions Associates	Very High 174	174	1	1
Financial Answers, LLC	Very High 176	176	1	1
Timothy Charles Financial, LLC	Very High 177	177	1	2
Proficient Wealth Counselors, LLC	Very High 182	182	1	1
Fabco Investment Advisors, LLC	Very High 184	184	1	1
Kondracki Advisory, LLC	Very High 186	186	1	1
Thoughtful Money LLC	Very High 187	187	1	1
MacDonald Wealth Management, LLC	Very High 187	187	1	2
Main Effort Financial, Inc.	Very High 189	189	1	2
Cook Financial Designs, Inc.	Very High 195	195	1	1
Bonacorsi Wealth Management	Very High 199	199	1	2
Perpetual Financial	Very High 201	201	1	1
Verducci Asset Management, Inc.	Very High 209	209	1	1
Real World Financial Planning, LLC	Very High 223	223	1	2
D & P Investment Advisors, Ltd.	Very High 228	228	1	1
Constant Guidance Financial, LLC	Very High 239	239	1	1
Atlantic Coast Financial	Very High 248	248	1	2
SweetMoney	Very High 250	250	1	1
The Capital Group	Very High 282	282	1	1
East Guilford Financial Services LLC	Very High 301	301	1	1
Gassman Financial LLC	Very High 307	307	1	2
Clarity Retirement & Wealth, LLC	Very High 329	329	1	2
Skloff Financial Group	Very High 444	444	1	1
Applied Capital Management, LLC	Very High 500	500	1	2
LendingRobot	Very High 609	609	1	2

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