Clients per advisor for Independent firms serving clients in New Jersey

In New Jersey, independent financial advisors tend to serve slightly more clients per advisor than the broader independent firm median, with a state median of 31 clients compared to the national median of 26. This suggests that New Jersey advisors may balance personalized service with a moderately larger client base, potentially reflecting a mix of advisors who are both building their practices and those who maintain a somewhat broader roster. With 439 independent firms in the state, clients can expect a diverse range of service models, from more intimate, relationship-focused advisors to those managing a higher volume of clients, offering varying levels of attention and scalability.

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
Coroebus Wealth Management, LLC	Very Low 1	1	1	1
Kingston Horizon Advisors LLC	Very Low 1	1	1	1
AJ Patti Advisors LLC	Very Low 1	1	1	1
Mantrana Advisors	Very Low 1	0	1	1
Prima Innotech	Very Low 1	1	1	1
Skyy Financial Group, LLC	Very Low 1	1	1	1
Kind Capital Wealth LLC	Very Low 1	1	1	1
Corollary Capital LLC	Very Low 2	2	1	1
Oceanus Capital Management	Very Low 2	2	1	2
Alpha Inertia Capital	Very Low 2	2	1	1
Chambers Capital, LLC	Very Low 2	2	1	1
YIN Financial Planning	Very Low 2	2	1	1
Fulcire Wealth Management, LLC	Very Low 2	2	1	1
Westpeak Financial	Very Low 2	2	1	1
BA Global Capital	Very Low 2	2	1	1
Massey Financial	Very Low 3	3	1	1
The Haggerty Investment Group, LLC	Very Low 3	3	1	1
Financial Engineering LLC	Very Low 3	3	1	1
Archedia Capital LLC	Very Low 4	4	1	1
Gaelin LLC	Very Low 4	4	1	1
Curbstone Advisors LLC	Very Low 4	4	1	1
ARPP	Very Low 4	4	1	2
Stargazer Financial Planning	Very Low 4	0	1	1
Family Wealth Counselors, LLC.	Very Low 4	4	1	1
NTB Advisory Services LLC	Very Low 4	4	1	1
iEngage Asset Management LLC	Very Low 4	0	1	1
Penta Capital Strategies LLC	Very Low 4	4	1	1
Ades Wealth Management Inc.	Very Low 5	5	1	1
Ansonia Capital Advisors LLC	Very Low 5	5	1	1
Charter Advisory Group	Very Low 5	5	1	1
65 and Sunny! Registered Investment Advisors, LLC	Very Low 5	5	1	1
Capuchin Capital	Very Low 5	5	1	1
Oceanus Research LLC	Very Low 5	5	1	1
Lease Investment Advisors	Very Low 5	5	1	1
Edgewater Management Partners LLC	Very Low 5	5	1	1
Sigma Capital Management	Very Low 5	5	1	1
Mark Vogel Wealth Management, LLC	Very Low 5	5	1	2
Grand Life Financial LLC	Very Low 5	5	1	1
RACK Consulting LLC	Very Low 6	6	1	1
Fortune Financial	Very Low 6	6	1	1
Golden Lake LLC	Very Low 6	6	1	1
Preakness Retirement Advisors, LLC	Very Low 6	6	1	1
Live Oak Financial Management	Very Low 6	6	1	1
Team Financial Planning	Very Low 6	6	1	1
Efficient Planning Solutions LLC	Very Low 6	6	1	1
Clavis Capital Management, LLC	Very Low 6	6	1	2
PLAN2PROSPER LLC	Very Low 6	6	1	2
Nisiotis, Michael	Very Low 7	7	1	1
Sarkor Financial Advisors	Very Low 7	7	1	1
Westmore Asset Management	Very Low 7	7	1	1
Lincoln Asset Management	Very Low 7	7	1	1
Sensus Investment Management	Very Low 7	7	1	1
Van Rensselaer Ltd	Very Low 8	8	1	1
Guardian Solutions	Very Low 8	8	1	1
Ascent Capital Management, Inc.	Very Low 8	8	1	2
Roseheart Investment Advisors, LLC	Very Low 8	8	1	1
Endowbridge Capital, LLC	Very Low 8	8	1	1
Neil E. Burns, LLC	Very Low 8	8	1	1
Calrivan Wealth Management	Very Low 8	8	1	1
Conviction Wealth Management LLC	Very Low 8	8	1	1
CTM Financial, LLC	Very Low 8	8	1	1
LBK Financial LLC	Very Low 8	8	1	1
Apostolic Financial Advisors, LLC	Very Low 9	9	1	1
River Investment Corp	Very Low 9	9	1	1
Third Tier Wealth Management	Very Low 9	9	1	1
Johnson Capital Global Advisory L.L.C.	Very Low 9	9	1	1
The SEB Group, Inc.	Very Low 9	9	1	1
Nisonoff & Quadrel Investment Management LLC	Very Low 9	9	1	1
Fintech Wealth Management, LLC	Very Low 9	9	1	1
Quadram Capital LLC	Very Low 9	9	1	1
Parkview Capital Management	Very Low 9	9	1	1
Lone Wolf Trading LLC	Low 10	10	1	1
Grand Ridge Capital, LLC	Low 10	10	1	1
Swapnick, LLC	Low 10	10	1	1
Full Court Strategic Wealth, LLC	Low 10	10	1	1
Adviso Wealth	Low 10	10	1	1
GA Advisors LLC	Low 10	10	1	1
Mindful Advisory, LLC	Low 10	10	1	1
Mountainpoint Investment Advisors	Low 10	10	1	1
Sterling Financial Management, Inc.	Low 10	10	1	1
Ambrozy & Associates, Inc.	Low 10	10	1	1
Wavelet Advisors	Low 11	11	1	1
E. Magnus Oppenheim & Co. Inc.	Low 11	11	1	1
CoAdjutant Financial Planning Services	Low 12	0	1	1
Mercer Financial Group, Inc.	Low 12	12	1	1
Patton Hall, LLC	Low 12	12	1	1
Prescott, Adams and Group Inc.	Low 12	12	1	1
Modesto Capital	Low 12	12	1	1
Harbor Wealth Management	Low 12	12	1	1
Fortune Capital Management LLC	Low 12	12	1	1
Clearwater Investment Management LLC	Low 12	12	1	1
Daceyholden Management, LLC	Low 13	13	1	1
Engel Capital	Low 13	13	1	1
Arrington Financial Advisors, LLC	Low 13	13	1	1
Onyx Wealth Management LLC	Low 13	13	1	1
Factor Investment Solutions, LLC	Low 13	13	1	1
One Across Capital, LLC	Low 13	13	1	1
Unlimited Capital Advisors LLC	Low 13	13	1	2
Pandolfo Capital, LLC	Low 13	13	1	1
Champion Investments LLC	Low 13	13	1	1
Enduring Investments LLC	Low 14	14	1	1
Kenobi Wealth	Low 14	14	1	1
Integrated Wealth Solutions, LLC	Low 14	14	1	1
Berunda Capital Management	Low 14	14	1	2
Wimer Investment Management	Low 15	15	1	1
1-800-401K Plan.com, LLC	Low 15	15	1	1
Stewards Asset Management	Low 15	15	1	1
OADE Financial	Low 15	15	1	1
Chaikin Capital Management Inc.	Low 15	15	1	1
Hawkeye Investment Management LLC	Low 16	16	1	1
Aligning Wealth	Low 16	16	1	1
Obertlik Wealth Management LLC	Low 16	16	1	1
Wealth Planning Advisors LLC	Low 16	16	1	1
NPM Consulting, LLC	Low 16	16	1	1
Meyerowitz Investment Management	Low 16	16	1	1
Align Financial Solutions	Low 16	16	1	1
Sustainable Financial Planning	Low 17	17	1	1
Co-Missions Financial Planning	Low 17	17	1	1
Noble Advisors, LLC	Low 17	17	1	1
Palmerton Financial Services, LLC	Low 17	17	1	1
RetireSmart Consulting, LLC.	Low 17	17	1	1
Client First Advisors, LLC	Low 17	17	1	1
Onroute Financial	Low 17	17	1	1
SecuraWealth	Low 18	18	1	1
QEX Asset Management LLC	Low 18	18	1	1
ST GOLIA Planning, LLC	Low 18	18	1	1
Coombs Wealth Advisory, LLC	Low 18	18	1	2
Frank Capital Management LLC	Low 18	18	1	1
Certified Wealth Management & Investment LLC	Low 18	18	1	1
Cascio Wealth Management	Low 18	18	1	1
MDC Financial Consulting, LLC	Low 18	18	1	1
Hanley Capital Management, LLC	Low 18	18	1	1
Bsquare Investalytix LLC	Low 18	18	1	1
Buttfield & Associates	Low 18	18	1	1
Aces Advisors	Low 19	19	1	1
A.M. Perricone LLC	Low 19	19	1	1
Darby Wealth Planning LLC	Low 19	19	1	1
Roscoe Capital Management, LLC	Low 19	19	1	1
Washington Peak Investment Advisors LLC	Low 19	19	1	1
IEM Asset Management, LLC	Low 19	19	1	1
Elliot Investment Management, LLC	Low 19	19	1	1
HPA Financial Group, LLC	Low 20	20	1	1
Malvern Ridge Wealth Management	Low 20	20	1	1
Teradime Financial LLC	Low 20	20	1	1
DJ Wealth Systems, LLC	Low 20	20	1	1
10th Street Capital	Low 20	20	1	1
Financial Freedom Management LLC	Low 20	20	1	2
Stamberger Capital Management, LLC	Typical 21	21	1	1
Mountain Avenue Capital LLC	Typical 21	21	1	1
Eureka Wealth Solutions	Typical 21	21	1	2
Active Wealth Advisors	Typical 21	21	1	1
The Retirement Readiness Institute	Typical 21	21	1	1
Oaktree Financial Planning and Consulting	Typical 22	22	1	1
Camacho Capital Planning Advisors LLC	Typical 22	22	1	1
Elements 5 Investment Management	Typical 22	22	1	1
BRG Financial, LLC	Typical 22	22	1	1
Executive Business Financial Planning	Typical 22	22	1	1
Tobin Investment Planning LLC	Typical 22	22	1	1
Alpenglow Advisors LLC	Typical 22	22	1	1
Enlight Financial LLC	Typical 22	22	1	1
Guinea Value Investments	Typical 22	22	1	1
Jedi Management, Inc.	Typical 22	22	1	1
J.Pappas Investments	Typical 23	23	1	2
Bugdal Zinser Asset Management, Inc.	Typical 23	23	1	2
Denby Financial Services, LLC	Typical 23	23	1	1
Mavericus Retirement Services LLC	Typical 23	23	1	1
JMM Financial, LLC	Typical 23	23	1	1
Adaero Capital Management, LLC	Typical 23	23	1	1
Marc Alan Wealth Management LLC	Typical 23	23	1	1
Petrilli Capital Management LLC	Typical 23	23	1	1
Itani Wealth Management	Typical 23	23	1	1
Klimax Wealth Management, LLC	Typical 23	23	1	1
Vault Private Wealth	Typical 23	23	1	1
Rational Investment Methodology	Typical 24	24	1	1
Sabadoodle	Typical 24	24	1	1
Profolio Investments, Inc.	Typical 25	25	1	1
Quantum Strategies Wealth Advisory	Typical 25	25	1	1
Kairos Capital Advisors, LLC	Typical 25	25	1	1
LDL Capital Management, LLC	Typical 25	25	1	1
Financial Planning Group Inc. (The)	Typical 25	25	1	1
K R Financial LLC	Typical 25	25	1	2
Gaer Financial Group, Inc	Typical 25	25	1	1
Jones Capital Advisors, LLC	Typical 25	25	1	1
Rewey Asset Management	Typical 25	25	1	1
Preserve Wealth Management	Typical 25	25	1	2
GRO Capital, LLC	Typical 25	25	1	2
Ironbound Advisory LLC	Typical 25	25	1	1
TruVine Financial, LLC	Typical 25	25	1	1
Iris Advisors	Typical 25	25	1	1
Mordkovich Capital, LLC	Typical 26	26	1	1
MJM Financial Advisors, LLC	Typical 26	26	1	2
Newport Wealth Management, LLC	Typical 26	26	1	1
DTM Advisory Group LLC	Typical 27	27	1	1
Ruff Choices	Typical 27	27	1	1
Fintegrity	Typical 27	27	1	2
Cipriano Wealth Management LLC	Typical 27	27	1	1
New York Ivy Capital Management LLC	Typical 27	27	1	1
Gogate, Uday S.	Typical 27	27	1	1
Ballaster Financial	Typical 27	27	1	1
Epona Financial Solutions	Typical 28	28	1	1
Spring Street Wealth	Typical 28	28	1	1
Sea Change Financial Planning	Typical 28	28	1	1
Financial Planning Services	Typical 28	28	1	2
Cove Capital Management Inc.	Typical 29	29	1	1
Dolcini Capital Management	Typical 29	29	1	1
Pasco Investment Advisors Inc	Typical 29	29	1	2
Wealth Management Advisors, LLC	Typical 29	29	1	1
Concierge Financial Planning, LLC	Typical 29	29	1	1
Beacon Hill Private Wealth LLC	Typical 29	29	1	1
Purpose Built	Typical 30	30	1	1
Comprehensive Wealth Management Group, LLC	Typical 30	30	1	1
Steven Hecht Investments, Inc.	Typical 30	30	1	1
EN+ Wealth	Typical 30	30	1	1
Wealth Compounders LLC	Typical 30	30	1	1
1230 Advisors, LLC	Typical 30	30	1	1
True North Financial Services, LLC	Typical 30	30	1	1
Frank Ramson, LLC	Typical 30	30	1	1
DSW Investment, LLC	Typical 30	30	1	1
Next Pronto Capital Advisors	Typical 31	31	1	1
Shapiro Asset Management, LLC	Typical 31	31	1	1
Rand Financial Planning, LLC	Typical 31	31	1	1
Amadeus Wealth Alternatives, Inc.	Typical 31	31	1	1
Hudson Delaware Planning LLC	Typical 32	32	1	1
Coastal Wealth Management	Typical 32	32	1	1
South Lane Wealth Management LLC	Typical 32	32	1	1
Atherean Asset Management LLC	Typical 32	32	1	1
Dorchester Advisors LLC	Typical 32	32	1	1
Long Point Wealth Management, LLC	Typical 33	33	1	1
LBT Wealth Management, LLC	Typical 33	33	1	1
Powder Ridge Capital LP	Typical 33	33	1	1
Echelon Virtual Family Office, LLC	Typical 33	33	1	1
Brennan Financial Group, LLC	Typical 33	33	1	1
Kaspian Wealth Management	Typical 34	34	1	1
Forza Investment Advisory, LLC	Typical 34	34	1	1
Macmillan Financial LLC	Typical 34	34	1	1
Preferred Wealth Advisors, LLC	Typical 35	35	1	2
Capital Allocation Management, Inc	Typical 35	35	1	1
NextGen Wealth Counselors Limited Liability Company	Typical 35	35	1	1
Divine Asset Management LLC	Typical 35	35	1	1
Vista Financial Services LLC	Typical 35	35	1	1
Spinelli Financial Advisors, Inc	High 36	36	1	1
SP Wealth Planning	High 36	36	1	1
Wealthness LLC	High 36	36	1	1
Wealthy Doctor Institute LLC	High 36	36	1	1
Byron Place Capital Management, LLC	High 36	36	1	2
Kiely Capital Management, Inc.	High 37	37	1	2
Chuisano and Albert, L.L.C.	High 37	37	1	1
Pathways Financial Planning	High 38	38	1	1
Freedom Found Financial	High 38	38	1	1
Jersey Shore Financial Advisors LLC	High 38	38	1	1
Angel Oak Financial Services LLC	High 39	39	1	1
Next Generation Wealth Planning, LLC	High 39	39	1	1
Calidris Financial, LLC	High 39	39	1	1
KEJ Financial Advisors	High 39	39	1	1
Kai Advisors	High 40	40	1	1
Tucker Wealth Advisory	High 40	40	1	1
Integrated Asset Management, Inc.	High 41	41	1	1
De Cesare Retirement Specialists	High 42	42	1	1
TJW Fiduciary Plan Consultants, LLC	High 42	42	1	1
Wealth with Wisdom Advisors, Inc.	High 42	42	1	1
Sea Clear Financial Planning, LLC	High 43	43	1	1
Bianco Wealth Advisors LLC	High 43	43	1	1
Parisi Capital	High 44	44	1	1
Financial Compass LLC	High 44	44	1	1
Chilmark Wealth Management LLC	High 45	45	1	1
Grant Asset Management, LLC	High 45	45	1	1
Oxley Capital Management, LLC	High 45	45	1	2
Jantorno Financial Advisors, LLC	High 45	45	1	1
Yaish Financial	High 45	45	1	1
Sullivan Retirement Resources, LLC	High 46	46	1	2
Golden Wealth Capital, LLC	High 46	46	1	2
Nisman Investment Services Inc.	High 46	46	1	2
Roche Financial Partners LLC	High 46	46	1	1
Wrought Financial Planning	High 47	47	1	2
Keller Wealth Management LLC	High 47	47	1	1
Dowd Financial Planning	High 47	47	1	1
Olson, Cross & Alamo Advisors LLC	High 48	48	1	1
Blair Hall Advisors, LLC	High 48	48	1	2
The Financial Planning Center, LLC	High 49	49	1	1
Parlin Advisors LLC	High 49	49	1	1
Patrumin Investors, LLC	High 49	49	1	1
SNC Wealth Management LLC	High 50	50	1	2
JBGLOBAL.COM LLC	High 50	50	1	1
Slosberg Financial Solutions, LLC	High 50	50	1	1
Sentinel Advisory Corp	High 50	50	1	1
Donald W. Cash & Associates, LLC	High 50	50	1	1
Eames Financial	High 50	50	1	1
Financial Life Planning, LLC	High 51	51	1	2
Abe Capital Management, LLC	High 52	52	1	1
VIVCAP LLC	High 52	52	1	1
Karagosian Financial Services, Inc	High 52	52	1	1
Fiduciary Management Group, LLC	High 52	52	1	2
Covered Bridge Financial LLC	High 52	52	1	1
Millenia Financial Partners, LLC	High 52	52	1	1
New Amsterdam Wealth Planning	High 52	52	1	1
Asset Management Services Group, Inc.	High 53	53	1	1
Traver Financial Consulting Network PA	High 54	54	1	2
Choice Asset Management LLC	High 54	54	1	2
Durant Financial Planning LLC	High 54	54	1	1
Lakewealth Capital, LLC.	High 54	54	1	1
Howard-Martin Capital Group, LLC	High 55	55	1	1
Prolific Solutions	High 55	55	1	2
Indfin LLC	High 55	55	1	1
Fairbridge Capital Management, LLC	High 55	55	1	1
Cairn Investor Services	High 55	55	1	1
Investment Capital Management, Inc.	High 55	55	1	1
Hudson Oak Wealth Advisory LLC	High 56	56	1	1
Method Finance, LLC	High 56	56	1	1
Sarsi, LLC	High 57	57	1	1
The Faragi Group	High 58	58	1	1
Solomon Investment Group, Inc.	High 58	58	1	1
Financial Planning Associates, LLC	High 59	59	1	1
Askeladden Capital	High 59	59	1	1
Vetter Planning	High 59	59	1	1
Myra Wealth	High 59	59	1	1
Masani Wealth Management, LLC	High 59	59	1	1
Rushwald, Mark Steven	High 60	60	1	1
TPK Advisors LLC	High 60	60	1	1
Atlantic Retirement & Wealth Advisors LLC	High 60	60	1	2
Julius Wealth Advisors, LLC	High 60	60	1	1
Highball Advisors	High 62	62	1	2
Steele Asset Management	High 62	62	1	1
SJ Capital Management LLC	High 62	62	1	1
Comprehensive Financial Advisers	High 63	63	1	1
Manley Capital Management, LLC	High 63	63	1	1
MACE Capital Management, LLC	High 64	64	1	1
Durkin Investment Group, LLC.	High 64	64	1	1
Eagle Grove Advisors LLC	High 64	64	1	1
AFL Advisory Group LLC	High 64	64	1	1
Thames Asset Management, Inc	High 65	65	1	1
Barnegat Bay Capital Management LLC	High 65	65	1	2
Valuealigned Partners	High 65	65	1	2
Pollock Planning Associates Inc.	High 66	66	1	1
Greythorne Advisors LLC	Very High 67	67	1	1
Webb Financial Planning LLC	Very High 67	67	1	1
Sweetgum Laboratories LLC	Very High 68	68	1	1
O'Dowd Asset Management LLC	Very High 69	69	1	1
Genesis Financial Group, LLC	Very High 70	70	1	2
Haddon Wealth Management, LLC	Very High 71	71	1	1
Weyhill Investment Counsel, LLC	Very High 71	71	1	1
Contrary Investment Advisors	Very High 72	72	1	1
Stockade Wealth Management	Very High 74	74	1	1
Conklin Shure Financial	Very High 75	75	1	1
Apprise Wealth Management LLC	Very High 76	76	1	1
Carmichael Creel Investments	Very High 76	76	1	2
I-Squared Wealth Management, Inc.	Very High 76	76	1	1
Julien Planning, LLC	Very High 77	77	1	1
Financial Planning Professionals, Inc.	Very High 77	77	1	1
RLS Financial Services	Very High 79	79	1	1
Weigelfam	Very High 80	80	1	1
Hilpan Moxie Wealth Management, LLC	Very High 80	80	1	1
Feldman Financial Services, LLC	Very High 80	0	1	1
Everguide Financial Group, LLC	Very High 82	82	1	1
The Hourly Advisor LLC	Very High 83	83	1	1
N Financial Plans	Very High 84	84	1	1
Babylon Capital, LLC	Very High 84	84	1	1
Lewinter Wealth Advisors, LLC	Very High 85	85	1	1
Coastal Way Financial Group, LLC	Very High 85	85	1	1
Pioneer Advisory LLC	Very High 85	85	1	2
Lucey Investment Management, LLC	Very High 85	85	1	1
Joshua Duvall Financial Planning & Accounting, LLC	High 86	0	1	1
Wachtel Capital Advisors, LLC	Very High 86	86	1	1
Integrated Financial Consulting, LLC	Very High 87	87	1	1
Aspetuck Financial Management LLC	Very High 87	87	1	1
The Knox Group Wealth Management	Very High 87	87	1	2
Runnymede Capital Management Inc	Very High 88	88	1	2
Heal Financial LLC	Very High 89	89	1	1
Bullseye Investment Group	Very High 89	89	1	1
Clarity Investments + Planning LLC	Very High 90	90	1	2
Vertex Financial Advisors LLC	Very High 97	97	1	1
Coastal Financial Advisors, Inc.	Very High 98	98	1	1
Safran Wealth Advisors, LLC	Very High 98	98	1	2
MJB Asset Management LLC	Very High 99	99	1	1
Troutman Wealth	Very High 100	100	1	2
Joseph C. Kelly & Associates, Inc.	Very High 100	100	1	1
Champion Financial & Tax Services, LLC	Very High 100	100	1	1
Leo Wealth Management, LLC	Very High 103	103	1	1
Independence Wealth	Very High 103	103	1	1
Saubel Financial Group	Very High 106	106	1	1
Treesa Financial Planning, LLC	Very High 106	106	1	1
Scipione Wealth Advisors, Inc.	Very High 107	107	1	2
Iacangelo Financial Group, LLC	Very High 108	108	1	1
Powers Capital Management	Very High 109	109	1	1
Principled Advisors, Inc.	Very High 110	110	1	1
Fig Tree Wealth Management LLC	Very High 110	110	1	1
Desimone Investments, LLC	Very High 112	112	1	1
Lasting Legacy Wealth Management, LLC	Very High 113	113	1	2
Liberty Wealth Managers	Very High 114	114	1	2
Lotus Asset Management Limited Liability Company	Very High 116	116	1	1
Empowered Retirement, Inc.	Very High 117	117	1	1
Hudson View Advisors, LLC	Very High 117	117	1	1
TruNorth Financial LLC	Very High 123	123	1	1
ABC Wealth Inc	Very High 125	125	1	1
Other Side Asset Management, LLC	Very High 125	125	1	2
Mountain Pass Planning	Very High 129	129	1	1
The WealthPlan LLC	Very High 132	132	1	1
Molotsky Tax Advisory Group, LLC	Very High 134	134	1	1
Northstar Financial Advisors, Inc.	Very High 135	135	1	1
Arman James Investments	Very High 135	135	1	1
Avanti Wealth Management	Very High 136	136	1	1
Barrister	Very High 137	137	1	1
Flynn Financial, LLC	Very High 141	141	1	1
Solebury Asset Management LLC	Very High 142	142	1	1
Ronald A. Bartlett & Associates, Ltd.	Very High 143	143	1	2
Alpha Squared Capital, LLC	Very High 146	146	1	1
Princeton Wealth Management Alliance, LLC	Very High 147	147	1	2
Waterstone Wealth Advisors, LLC	Very High 148	148	1	1
Shealy Wealth Advisory LLC	Very High 153	153	1	2
Conscient Capital, LLC	Very High 155	155	1	1
3i Wealth Management LLC	Very High 156	156	1	1
Retirement Income Advisory Group LLC	Very High 156	156	1	1
Sustainvest Asset Management, LLC	Very High 158	158	1	1
Omega Capital Management, LLC	Very High 160	160	1	2
G. Douglas Wealth Management	Very High 161	161	1	2
MD Wealth Advisors Inc	Very High 163	163	1	1
Artemis Wealth Advisors	Very High 165	165	1	1
Teplitz Financial Group LLC	Very High 168	168	1	2
Blue Water Financial Investor Coaching, LLC	Very High 170	170	1	1
Rilex Capital LLC	Very High 170	170	1	1
Kingsley Advisors, LLC	Very High 170	170	1	2
Hudson Companies	Very High 172	172	1	1
Anthony J. Orlando Inc.	Very High 173	173	1	1
Thoughtful Money LLC	Very High 187	187	1	1
Walnut Investment Services LLC	Very High 193	193	1	2
Schlosser Financial Services, Inc.	Very High 219	219	1	1
The Hajdari Group, LLC	Very High 241	241	1	2
Client Focused Financial	Very High 262	262	1	1
Lightedway Advisory Services, Inc.	Very High 267	267	1	1
191 Godwin Associates, Inc. d/b/a Godwin Capital Management	Very High 278	278	1	2
Purple Dog Investments LLC	Very High 279	279	1	1
Invictus Timing Service Ltd	Very High 286	286	1	1
Investment Capital Advisors	Very High 373	373	1	1
Flight Line Financial, LLC	Very High 393	393	1	1
Titan Financial Services, LLC	Very High 430	430	1	1
Skloff Financial Group	Very High 444	444	1	1
New Street Advisors Group LLC	Very High 510	510	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
Retire Ready Wealth Management	Very High 535	535	1	1
LendingRobot	Very High 609	609	1	2

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