Clients per advisor for Independent firms serving clients in Ohio

In Ohio, independent financial advisors tend to serve more clients per advisor than the typical national independent firm, with a median of 39 clients compared to the national median of 26. This suggests that Ohio advisors may balance personalized service with a moderately larger client base, possibly reflecting a mix of advisors who are beyond the early growth phase but have not yet reached the capacity that prompts hiring additional support. With 399 independent firms in the state, clients seeking financial advice in Ohio might find a range of experiences—from more intimate, relationship-focused practices to those managing a broader clientele—offering options that cater to different preferences for attention and service style.

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
LendingRobot logo LendingRobot
Very High 609
609
1
2
HDA Wealth Management, LLC logo HDA Wealth Management, LLC
Very High 540
540
1
2
The Pilot's Advisor, LLC logo The Pilot's Advisor, LLC
Very High 530
530
1
1
Legacy Cornerstone Wealth logo Legacy Cornerstone Wealth
Very High 441
441
1
1
Flight Line Financial, LLC logo Flight Line Financial, LLC
Very High 393
393
1
1
Van Winkle Wealth Management Group LLC logo Van Winkle Wealth Management Group LLC
Very High 389
389
1
1
Worldwide Capital Advisors, LLC
Very High 380
380
1
2
Bell City Wealth, Inc. logo Bell City Wealth, Inc.
Very High 337
337
1
2
Princeton Center Planning and Investments, LLC logo Princeton Center Planning and Investments, LLC
Very High 327
327
1
2
Structured Investment Advisors, LLC
Very High 299
299
1
1
The Westerman Group, LLC logo The Westerman Group, LLC
Very High 283
283
1
2
Spicer Wealth Management logo Spicer Wealth Management
Very High 244
0
1
1
Schmidt Wealth Management, L.L.C. logo Schmidt Wealth Management, L.L.C.
Very High 235
235
1
1
Samuels Financial Services, Inc.
Very High 229
229
1
2
McCollum Investment Advisors logo McCollum Investment Advisors
Very High 222
222
1
2
EGSI Investment Management logo EGSI Investment Management
Very High 217
217
1
2
SKA Financial Services, Inc.
Very High 217
217
1
1
The Baran James Company, Inc. logo The Baran James Company, Inc.
Very High 212
212
1
1
Winning Points Advisors, L.L.C. logo Winning Points Advisors, L.L.C.
Very High 208
208
1
2
Athens Impact Socially Responsible Investments logo Athens Impact Socially Responsible Investments
Very High 207
207
1
1
SunRift Capital Partners LLC logo SunRift Capital Partners LLC
Very High 205
205
1
1
Huffman Wealth Management logo Huffman Wealth Management
Very High 199
199
1
2
Marathon Strategic Advisors, LLC logo Marathon Strategic Advisors, LLC
Very High 195
195
1
2
Parco Wealth Management LLC logo Parco Wealth Management LLC
Very High 191
191
1
2
Fitbux RIA LLC
Very High 180
180
1
1
VWR Financial Advisory Services
Very High 175
175
1
1
George Financial Services
Very High 175
175
1
2
Queen City Capital Management, LLC logo Queen City Capital Management, LLC
Very High 173
173
1
2
Hudson Companies logo Hudson Companies
Very High 172
172
1
1
Northpoint Financial Planning LLC logo Northpoint Financial Planning LLC
Very High 170
170
1
1
Jaras Financial Services, Inc. logo Jaras Financial Services, Inc.
Very High 166
166
1
1
Olympus Peaks Financial, LLC logo Olympus Peaks Financial, LLC
Very High 163
163
1
1
Richwood Investment Advisors, LLC logo Richwood Investment Advisors, LLC
Very High 156
156
1
1
John T. McCarthy, LLC
Very High 155
155
1
1
Kedzior Wealth Management LLC
Very High 149
149
1
1
Alpha Asset Management
Very High 149
149
1
1
Nine30 Advisors LLC logo Nine30 Advisors LLC
Very High 140
140
1
2
Sabre Asset Management LLC logo Sabre Asset Management LLC
Very High 139
139
1
2
Wyoming Wealth Management, LLC logo Wyoming Wealth Management, LLC
Very High 138
138
1
1
New Legacy Financial Group, LLC logo New Legacy Financial Group, LLC
Very High 137
137
1
1
Reckard CPA Advisors, LLC
Very High 135
135
1
1
Private Harbour Investment Management & Counsel LLC.
Very High 135
135
1
1
Freewood Private Wealth Management, LLC logo Freewood Private Wealth Management, LLC
Very High 131
131
1
1
Timewealth Advisors Inc. logo Timewealth Advisors Inc.
Very High 127
127
1
1
Isgrig Capital Asset Management, LLC logo Isgrig Capital Asset Management, LLC
Very High 124
124
1
1
Monetary Solutions, Ltd.
Very High 123
123
1
1
Seven Hills Capital Advisors logo Seven Hills Capital Advisors
Very High 123
123
1
1
Infresh, Inc. logo Infresh, Inc.
Very High 116
116
1
2
The Retirement Specialist of Central Ohio logo The Retirement Specialist of Central Ohio
Very High 115
115
1
2
Weiser Financial Planning LLC logo Weiser Financial Planning LLC
Very High 114
114
1
1
Liberty Wealth Managers logo Liberty Wealth Managers
Very High 114
114
1
2
Turnstone Financial logo Turnstone Financial
Very High 113
113
1
2
FSC Advisors LLC
Very High 113
113
1
1
Deeter Advisory Group, LLC logo Deeter Advisory Group, LLC
Very High 110
110
1
1
Family Financial Planning, LLC
Very High 110
110
1
1
Scott S. Duko, Registered Investment Advisor, Ltd. logo Scott S. Duko, Registered Investment Advisor, Ltd.
Very High 108
108
1
1
S.C. Thomas & Associates, CPA, LLC logo S.C. Thomas & Associates, CPA, LLC
Very High 108
108
1
2
Spinnaker Financial Group, LLC logo Spinnaker Financial Group, LLC
Very High 108
108
1
1
Burns Financial Advisors, Inc.
Very High 107
107
1
1
Gateway Asset Management, LLC logo Gateway Asset Management, LLC
Very High 106
106
1
1
Gateway Wealth, Inc.
Very High 105
105
1
2
Anthony Investment Management, LLC
Very High 105
105
1
1
Hyland Wealth Management LLC logo Hyland Wealth Management LLC
Very High 102
102
1
1
Royal Palm Investment Advisors, Inc.
Very High 101
101
1
2
Troy R. Spratley Investment Advisory
Very High 100
100
1
1
Prestige Wealth Management LLC
Very High 100
100
1
1
Mundell Asset Management LLC logo Mundell Asset Management LLC
Very High 100
100
1
1
Capital Management Analytics logo Capital Management Analytics
Very High 99
99
1
1
Trac Asset Management LLC logo Trac Asset Management LLC
Very High 99
99
1
1
What About Us Financial logo What About Us Financial
Very High 98
98
1
1
Arcadia Financial Partners, LLC logo Arcadia Financial Partners, LLC
Very High 97
97
1
1
Zimmerman Advisory Group, LLC logo Zimmerman Advisory Group, LLC
Very High 96
96
1
1
Corwin Company LLC logo Corwin Company LLC
Very High 95
95
1
1
Patriot Wealth Planners LLC logo Patriot Wealth Planners LLC
Very High 95
95
1
1
Diamond Equity Advisors logo Diamond Equity Advisors
Very High 95
95
1
1
Ferraro Wealth Management, LLC
Very High 93
93
1
1
JGR Financial Solutions logo JGR Financial Solutions
Very High 93
93
1
1
Ascend Wealth Management logo Ascend Wealth Management
Very High 89
89
1
1
Forward Financial LLC logo Forward Financial LLC
Very High 88
88
1
1
Richard Miller Financial Services, LLC
Very High 86
86
1
1
Buckeye Financial Solutions, Inc. logo Buckeye Financial Solutions, Inc.
Very High 86
86
1
1
EHMLI Investment Advisors LLC
Very High 86
86
1
1
Powers Capital Management, LLC logo Powers Capital Management, LLC
Very High 86
86
1
2
BullRock Capital, LLC logo BullRock Capital, LLC
Very High 85
85
1
1
Lynch Retirement Advisors, LLC.
Very High 84
84
1
1
Pulse Wealth logo Pulse Wealth
Very High 84
84
1
1
Kinkelaar & Associates logo Kinkelaar & Associates
Very High 84
84
1
1
Broker One
Very High 84
84
1
1
Jameson & Griffin Financial
Very High 83
83
1
1
Macino Financial, LLC logo Macino Financial, LLC
Very High 83
83
1
2
Price Planning, LLC logo Price Planning, LLC
Very High 83
83
1
1
Financial Guidance Investment Advisers, Inc. logo Financial Guidance Investment Advisers, Inc.
Very High 83
83
1
1
Columbus Street Wealth Management, LLC logo Columbus Street Wealth Management, LLC
Very High 82
82
1
1
Tricord Wealth Advisors logo Tricord Wealth Advisors
Very High 81
81
1
1
Phibbs Financial logo Phibbs Financial
Very High 80
80
1
1
Warren Wealth Management & Tax Planning Inc. logo Warren Wealth Management & Tax Planning Inc.
Very High 80
80
1
1
Borland Marker
Very High 78
78
1
2
Granada Wealth Management, LLC logo Granada Wealth Management, LLC
Very High 76
76
1
1
Alban Investment Management, LLC logo Alban Investment Management, LLC
Very High 76
76
1
1
Ten Talents Asset Management logo Ten Talents Asset Management
Very High 76
76
1
1
Epoch Wealth Management logo Epoch Wealth Management
Very High 74
74
1
1
Vertice Capital Partners, LLC logo Vertice Capital Partners, LLC
Very High 74
74
1
2
James A Wynne LLC
Very High 74
74
1
1
3CM Capital Management, LLC logo 3CM Capital Management, LLC
Very High 73
73
1
2
Volition Financial Network, LLC logo Volition Financial Network, LLC
Very High 72
72
1
1
Great Lakes Retirement Planning LLC logo Great Lakes Retirement Planning LLC
Very High 72
72
1
1
Great Lakes Financial Companies Inc.
Very High 71
71
1
1
Dennis Capital Management, L.L.C.
Very High 70
70
1
1
Alliant Capital Management LLC logo Alliant Capital Management LLC
Very High 70
70
1
1
Trendcalc Dynamics logo Trendcalc Dynamics
Very High 70
70
1
1
Wealth Accel logo Wealth Accel
Very High 70
70
1
1
Lyon Capital Strategies logo Lyon Capital Strategies
Very High 69
69
1
2
Behlke Financial logo Behlke Financial
Very High 69
69
1
1
One Brick Capital, LLC logo One Brick Capital, LLC
Very High 68
68
1
1
Integrity First Planners, Inc. logo Integrity First Planners, Inc.
Very High 68
68
1
1
Fortitude Private Wealth logo Fortitude Private Wealth
Very High 67
67
1
2
4 Star Advisory Services LLC
Very High 67
67
1
1
Bauer Financial Services, Inc.
Very High 67
67
1
1
Ascend Wealth Advisors, LLC logo Ascend Wealth Advisors, LLC
High 66
66
1
1
Chester Financial Services LLC logo Chester Financial Services LLC
High 66
66
1
1
Thomas Everett Investments, LLC logo Thomas Everett Investments, LLC
High 66
66
1
1
Gateway Financial logo Gateway Financial
High 65
65
1
2
Appaloosa Wealth Management LLC logo Appaloosa Wealth Management LLC
High 65
65
1
1
Schmerge Executive Planning Services, Inc. logo Schmerge Executive Planning Services, Inc.
High 65
65
1
1
Duke Financial Services
High 63
63
1
1
Fiduciary Wealth Management, LLC. logo Fiduciary Wealth Management, LLC.
High 62
62
1
1
Tishy Financial LLC
High 61
61
1
1
Cleveland Retirement Planning LLC logo Cleveland Retirement Planning LLC
High 60
60
1
1
Accountable Financial Planning LLC logo Accountable Financial Planning LLC
High 60
60
1
2
Confiance, Financial & Investment Advisors logo Confiance, Financial & Investment Advisors
High 60
60
1
1
Agora Investments logo Agora Investments
High 60
60
1
1
Opportunity Investment Group, LLC
High 60
60
1
1
Pomeroy Financial Planning, LLC. logo Pomeroy Financial Planning, LLC.
High 59
59
1
1
Epic Financial, LLC logo Epic Financial, LLC
High 59
59
1
2
New Millennium Asset Management, Inc. logo New Millennium Asset Management, Inc.
High 59
59
1
2
Spreckels Wealth Management logo Spreckels Wealth Management
High 59
59
1
1
Nirvana Analytics, LLC
High 58
58
1
1
Family Financial Services, LLC
High 58
58
1
1
Milestone Wealth Strategies logo Milestone Wealth Strategies
High 57
57
1
1
Zimmerman Capital Management logo Zimmerman Capital Management
High 56
56
1
1
SR Financial Services, Inc.
High 56
56
1
1
Adair Financial Private Client Group
High 56
56
1
2
TCM Wealth Advisors logo TCM Wealth Advisors
High 55
55
1
2
Sound Asset Management, Inc.
High 55
55
1
1
Well Spent Wealth Planning logo Well Spent Wealth Planning
High 55
55
1
1
AJD Wealth logo AJD Wealth
High 55
55
1
1
Runnymede Capital Advisors, Inc. logo Runnymede Capital Advisors, Inc.
High 54
54
1
1
Nickelplate Financial LLC logo Nickelplate Financial LLC
High 54
54
1
1
Bigham Wealth Advisory LLC logo Bigham Wealth Advisory LLC
High 54
54
1
1
Welsh Hills Financial Services, LLC logo Welsh Hills Financial Services, LLC
High 53
53
1
1
21 St Century Equity Advisors Corporation logo 21 St Century Equity Advisors Corporation
High 53
53
1
1
Jacobs Wealth Management, LLC logo Jacobs Wealth Management, LLC
High 53
53
1
1
Stirling Bridge Wealth Partners, LLC logo Stirling Bridge Wealth Partners, LLC
High 52
52
1
1
VIVCAP LLC logo VIVCAP LLC
High 52
52
1
1
Arena Wealth Advisors LLC logo Arena Wealth Advisors LLC
High 51
51
1
1
Wealth Transitions, LLC logo Wealth Transitions, LLC
High 51
51
1
1
Sky Vision Wealth, LLC logo Sky Vision Wealth, LLC
High 51
51
1
1
McLean Financial Planning and Investment Management logo McLean Financial Planning and Investment Management
High 51
51
1
1
Fractal Financial Design, LLC
High 51
51
1
1
Cambridge Financial and Tax Advisors, LLC.
High 50
50
1
1
Smith Capital Management, LLC logo Smith Capital Management, LLC
High 50
50
1
1
Crimson Oak Wealth Management, LLC logo Crimson Oak Wealth Management, LLC
High 50
50
1
1
Athletes Financial Advisers, LLC logo Athletes Financial Advisers, LLC
High 50
50
1
1
Steele Investment Counsel, Ltd.
High 50
50
1
1
ArsenEAU Financial logo ArsenEAU Financial
High 49
49
1
2
Sterling Advisory Group LLC logo Sterling Advisory Group LLC
High 49
49
1
1
Greenrock Advisory LLC logo Greenrock Advisory LLC
High 48
48
1
1
Hygge Advisors, LLC logo Hygge Advisors, LLC
High 47
47
1
1
Peak Financial Partners, LLC logo Peak Financial Partners, LLC
High 47
47
1
2
Roche Financial Partners LLC logo Roche Financial Partners LLC
High 46
46
1
1
Saga Partners LLC logo Saga Partners LLC
High 46
46
1
1
E2 Financial Services, LLC logo E2 Financial Services, LLC
High 46
46
1
1
Priority Investment Management LLC logo Priority Investment Management LLC
High 46
46
1
1
Dunphy Wealth Management, Inc. logo Dunphy Wealth Management, Inc.
High 45
45
1
2
F2 Wealth logo F2 Wealth
High 45
45
1
1
Lampe Financial Group LLC logo Lampe Financial Group LLC
High 45
45
1
1
Fiducia Wealth Management logo Fiducia Wealth Management
High 45
45
1
2
Kisin Wealth Management LLC logo Kisin Wealth Management LLC
High 44
44
1
1
Balser Wealth Management, LLC logo Balser Wealth Management, LLC
High 44
44
1
1
Kyleshill Financial Planning logo Kyleshill Financial Planning
High 43
43
1
1
Kucharo Wealth logo Kucharo Wealth
High 42
42
1
2
Hughes Financial Group, LLC
High 42
42
1
1
Vermillion Private Wealth logo Vermillion Private Wealth
High 42
42
1
1
Personal Wealth Management Advisors, Inc.
High 42
42
1
1
Living Room Wealth Management logo Living Room Wealth Management
High 42
42
1
1
Wilson & Browning, Inc. logo Wilson & Browning, Inc.
High 42
42
1
1
FESTOG Capital, LLC
High 42
42
1
1
W.M. Baker Investments LLC
High 41
41
1
1
Your Wealth Financial Solutions, LLC logo Your Wealth Financial Solutions, LLC
High 41
41
1
1
M. Thomas Capital Management logo M. Thomas Capital Management
High 41
41
1
1
Deem Asset Management logo Deem Asset Management
High 41
41
1
1
Omkara Capital LLC logo Omkara Capital LLC
High 41
41
1
1
Bigby Financial Planning, LLC logo Bigby Financial Planning, LLC
High 41
41
1
2
Alda Advisors, Inc. logo Alda Advisors, Inc.
High 40
40
1
2
Gant Investment Advisors, Inc.
High 40
40
1
1
Anfield Wealth Management logo Anfield Wealth Management
High 40
40
1
1
Kollar Wealth Advisors, LLC logo Kollar Wealth Advisors, LLC
High 40
40
1
1
Donald Felty, LLC
High 40
40
1
2
Belden Financial, LLC
High 39
39
1
1
Emmaus Investor Services Corp.
High 39
39
1
1
Row Management Inc.
High 38
38
1
1
University Wealth Advisors LLC logo University Wealth Advisors LLC
High 38
38
1
1
Forward Thinking Wealth Management logo Forward Thinking Wealth Management
High 37
37
1
1
Hoffman Investment Services, LLC logo Hoffman Investment Services, LLC
High 37
37
1
1
Sapphire Fiduciary Advisors, LLC logo Sapphire Fiduciary Advisors, LLC
High 37
37
1
1
Quiet Wealth Management logo Quiet Wealth Management
High 37
37
1
1
Fusion Planning LLC
High 37
37
1
1
True North Financial Advisors, LLC logo True North Financial Advisors, LLC
High 37
37
1
2
Prelude Financial logo Prelude Financial
High 36
36
1
1
Impassioned Wealth Management Ltd logo Impassioned Wealth Management Ltd
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
Beechwood Capital Management, Inc. logo Beechwood Capital Management, Inc.
Typical 35
35
1
1
Pearson Asset Management Company logo Pearson Asset Management Company
Typical 35
35
1
2
Stage Ready Financial Planning logo Stage Ready Financial Planning
Typical 34
34
1
1
T Green Wealth Advisors LLC logo T Green Wealth Advisors LLC
Typical 34
34
1
1
JR Mesenburg and Associates, LLC
Typical 33
33
1
1
Greene Wealth Management LLC
Typical 33
33
1
1
Oak Park Wealth Management LLC logo Oak Park Wealth Management LLC
Typical 32
32
1
1
Moy Investment Management, LLC
Typical 31
31
1
1
Truly Prosper Financial Planning LLC logo Truly Prosper Financial Planning LLC
Typical 30
30
1
2
Zak Advisory, LLC logo Zak Advisory, LLC
Typical 29
29
1
1
Western Reserve Wealth Management LLC logo Western Reserve Wealth Management LLC
Typical 29
29
1
1
Wealthought LLC
Typical 29
29
1
1
Clarion River Adventures, LLC
Typical 29
29
1
1
Spillane Financial Planning, Inc. logo Spillane Financial Planning, Inc.
Typical 28
28
1
1
The Freedom Experience, Inc.
Typical 28
28
1
1
Oncenter Financial Advisors LLC logo Oncenter Financial Advisors LLC
Typical 28
28
1
1
Lamonge Capital Management, LLC
Typical 27
27
1
1
Palmetto Wealth Management, LLC logo Palmetto Wealth Management, LLC
Typical 27
27
1
1
Family Life Financial Planning logo Family Life Financial Planning
Typical 27
27
1
1
Dean Financial Advisory, LLC
Typical 27
27
1
1
Southward Financial Services, LLC logo Southward Financial Services, LLC
Typical 27
27
1
2
Right Investment Team LLC
Typical 27
27
1
1
Summit Investments and Financial Planning logo Summit Investments and Financial Planning
Typical 26
26
1
1
Fortifi Capital, LLC logo Fortifi Capital, LLC
Typical 26
26
1
1
Jim Earl Financial
Typical 26
26
1
1
Cognition Financial LLC logo Cognition Financial LLC
Typical 26
26
1
1
Intelligent Capital Management LLC
Typical 25
25
1
1
Heath Capital Management, Inc. logo Heath Capital Management, Inc.
Typical 25
25
1
1
Zimmer Financial Planning
Typical 25
25
1
1
NEO Investment Counsel, LLC
Typical 25
25
1
1
Legacy Financial Advisors, LLC logo Legacy Financial Advisors, LLC
Typical 25
25
1
1
Victory Financial Services LLC
Typical 25
25
1
1
Clothier Springs Capital Management, LLC logo Clothier Springs Capital Management, LLC
Typical 24
24
1
1
Bellaire Capital Management, LLC logo Bellaire Capital Management, LLC
Typical 24
24
1
1
Coletta Capital, LLC logo Coletta Capital, LLC
Typical 24
24
1
1
MEV Value LLC logo MEV Value LLC
Typical 24
24
1
1
Investment Initiatives, LLC
Typical 24
24
1
1
Kelly Financial Planning, LLC logo Kelly Financial Planning, LLC
Typical 24
24
1
1
Pennant Wealth Management LLC
Typical 23
23
1
1
Elevated Finance
Typical 23
23
1
1
Hawk100 logo Hawk100
Typical 23
23
1
2
Landphair Wealth Management LLC logo Landphair Wealth Management LLC
Typical 23
23
1
1
Sterling Financial Group LLC
Typical 22
22
1
1
Entrypoint Wealth Management logo Entrypoint Wealth Management
Typical 22
22
1
1
Phase Line Financial logo Phase Line Financial
Typical 21
21
1
1
Samatva Wealth Management LLC logo Samatva Wealth Management LLC
Typical 21
21
1
1
DBA, Cornerstone Investment Counsel
Typical 21
21
1
1
RR Portfolios, LLC logo RR Portfolios, LLC
Typical 21
21
1
1
Thomas & Company LLC
Typical 21
21
1
1
Vaughan Investment Advisors, LLC logo Vaughan Investment Advisors, LLC
Typical 21
21
1
1
Tranquil Path Financial Planning logo Tranquil Path Financial Planning
Low 20
20
1
1
Partners Investment Services, Inc logo Partners Investment Services, Inc
Low 20
20
1
1
QCFO, LLC
Low 20
20
1
2
D.A. Schwenker & Assoc.'s, Inc. logo D.A. Schwenker & Assoc.'s, Inc.
Low 20
20
1
1
Roscoe Financial logo Roscoe Financial
Low 20
20
1
1
Fein Advisors logo Fein Advisors
Low 20
20
1
1
Porter Wealth Management, LLC logo Porter Wealth Management, LLC
Low 20
20
1
1
GJW Investment Adviser LLC
Low 19
19
1
1
Masterson Investment Counsel logo Masterson Investment Counsel
Low 19
19
1
1
Providence Financial Services, LLC logo Providence Financial Services, LLC
Low 19
19
1
1
Washburn Asset Management LLC
Low 19
19
1
1
Robert J Young
Low 18
18
1
1
SecuraWealth logo SecuraWealth
Low 18
18
1
1
Shipwright Advisors logo Shipwright Advisors
Low 18
18
1
1
KIPI Financial Planning LLC logo KIPI Financial Planning LLC
Low 18
18
1
1
Reinhart Asset Management LLC logo Reinhart Asset Management LLC
Low 18
18
1
1
FinancialFamilies logo FinancialFamilies
Low 18
18
1
1
Bellwether Investment Services LLC
Low 18
18
1
1
SSB Managed Wealth, LLC logo SSB Managed Wealth, LLC
Low 18
18
1
1
New Albany Capital Partners, LLC logo New Albany Capital Partners, LLC
Low 18
18
1
1
Evergreen Wealth LLC logo Evergreen Wealth LLC
Low 17
17
1
1
Zenith Investments
Low 17
17
1
1
Lindisfarne Investments, LLC logo Lindisfarne Investments, LLC
Low 17
17
1
2
Strait Direction Wealth Management logo Strait Direction Wealth Management
Low 17
17
1
1
Intera Financial Planners LLC logo Intera Financial Planners LLC
Low 17
17
1
1
MSM Financial, LLC logo MSM Financial, LLC
Low 16
16
1
1
Finance 180 logo Finance 180
Low 16
16
1
1
Fortress Financial Partners logo Fortress Financial Partners
Low 16
16
1
1
Flegal Financial Planning logo Flegal Financial Planning
Low 16
16
1
1
ConservativeMoney LLC logo ConservativeMoney LLC
Low 15
15
1
1
Emerald Investments, Inc.
Low 15
15
1
1
Whitestone Capital Management, Inc.
Low 15
15
1
1
Wayne Financial LLC logo Wayne Financial LLC
Low 15
15
1
2
Damian Capital Management, LLC
Low 15
15
1
1
Spencer Hawkins Investment Adviser, LLC logo Spencer Hawkins Investment Adviser, LLC
Low 15
15
1
1
Quillpen Advisors, LLC
Low 15
15
1
1
Affinity Financial LLC logo Affinity Financial LLC
Low 15
15
1
1
Taylor Financial Management Inc logo Taylor Financial Management Inc
Low 14
14
1
1
Chrys Financial Planning, LLC
Low 14
14
1
1
NextGen Wealth Defense LLC logo NextGen Wealth Defense LLC
Low 14
14
1
1
Anchor Wealth Advisor logo Anchor Wealth Advisor
Low 14
14
1
1
Budak Financial Group, LLC logo Budak Financial Group, LLC
Low 14
14
1
1
Crawford Wealth Management
Low 14
14
1
1
Argo Wealth Management logo Argo Wealth Management
Low 14
14
1
1
WelsPire LLC logo WelsPire LLC
Low 14
14
1
1
Blue Advisors logo Blue Advisors
Low 13
13
1
1
Apricity Financial Planning logo Apricity Financial Planning
Low 13
13
1
1
Cincinnati Wealth Management, Inc. logo Cincinnati Wealth Management, Inc.
Low 13
13
1
1
Wisdom Investment Strategies, LLC logo Wisdom Investment Strategies, LLC
Low 13
13
1
2
Russo Investment Management
Low 13
13
1
1
Mandel Financial Services
Low 13
13
1
1
Ronald J. Rich Financial Advising
Low 13
13
1
1
Glass City Capital Management, LLC
Low 13
13
1
1
Triangulated Capital Management, LLC logo Triangulated Capital Management, LLC
Low 13
13
1
1
MFH Investments Inc. logo MFH Investments Inc.
Low 13
13
1
1
WealthGuides LLC
Low 12
12
1
1
Infinitus Wealth Management LLC logo Infinitus Wealth Management LLC
Low 12
12
1
1
Herrick Portfolio Management Co.
Low 12
12
1
1
Ville Wealth Management logo Ville Wealth Management
Low 12
12
1
1
Elk Capital Advisors, LLC
Low 12
12
1
1
Unrivaled Wealth Management logo Unrivaled Wealth Management
Low 11
11
1
1
Winner Wealth Management
Low 11
11
1
1
Square Peg Financial Advisory Services, LLC logo Square Peg Financial Advisory Services, LLC
Low 11
11
1
1
Chiarezza Capital Management, LLC
Low 11
11
1
1
WRK Investments, LLC
Low 11
11
1
1
Linden Ash Capital
Low 11
11
1
1
Blue Chip Financial Advisors, Inc.
Low 10
10
1
1
Shawnee Investments & Planning logo Shawnee Investments & Planning
Low 10
10
1
1
Westlake Advisors
Low 10
10
1
1
Wrought Iron Financial LLC logo Wrought Iron Financial LLC
Low 10
10
1
1
Holiday Partners LLC logo Holiday Partners LLC
Low 10
10
1
1
KNA Capital logo KNA Capital
Low 10
10
1
1
FO Investments, LLC
Low 10
10
1
2
Action Point Retirement Group LLC logo Action Point Retirement Group LLC
Low 10
10
1
1
Organic Wealth, LLC logo Organic Wealth, LLC
Very Low 9
9
1
1
Leither's Financial Planning, Inc.
Very Low 9
9
1
1
Stepping Stone Advisors, LLC logo Stepping Stone Advisors, LLC
Very Low 9
9
1
1
International Management Advisors Ltd.
Very Low 9
9
1
1
Newgrange Asset Management LLC logo Newgrange Asset Management LLC
Very Low 9
9
1
1
Solido Financial LLC
Very Low 8
8
1
1
Southworth Investment Management, LLC
Very Low 8
8
1
1
Virgil Wealth Advisory logo Virgil Wealth Advisory
Very Low 8
8
1
1
Lively Financial LLC logo Lively Financial LLC
Very Low 8
8
1
1
Hannegan Wealth Management, LLC logo Hannegan Wealth Management, LLC
Very Low 8
8
1
1
Herrington Investment Solutions logo Herrington Investment Solutions
Very Low 8
8
1
2
Saunix Investment Management, LLC logo Saunix Investment Management, LLC
Very Low 8
8
1
1
Solid Oak Advisory logo Solid Oak Advisory
Very Low 8
8
1
1
Dye Family Office
Very Low 8
8
1
1
Harman Investment Advisors logo Harman Investment Advisors
Very Low 8
8
1
1
Masdevallia LLC logo Masdevallia LLC
Very Low 8
8
1
1
Wiedower Capital logo Wiedower Capital
Very Low 7
7
1
1
Marin Financial Group
Very Low 7
7
1
1
Orend Investment Management, Inc.
Very Low 7
7
1
1
Gartner Financial Advisors logo Gartner Financial Advisors
Very Low 7
7
1
1
Goodrich Asset Management LLC logo Goodrich Asset Management LLC
Very Low 7
7
1
1
Atlas Wealth Management logo Atlas Wealth Management
Very Low 7
7
1
1
Philipp Capital Advisors logo Philipp Capital Advisors
Very Low 7
7
1
1
Precision Vector Financial logo Precision Vector Financial
Very Low 7
7
1
1
POULOS, Ernest, D.
Very Low 6
6
1
1
JDN Financial LLC
Very Low 6
6
1
1
Goodrich Financial Advisory LLC logo Goodrich Financial Advisory LLC
Very Low 6
6
1
1
OIC Financial logo OIC Financial
Very Low 6
6
1
1
A Schaffer Advisor Services
Very Low 6
6
1
1
Pay It Forward Financial Planning, LLC logo Pay It Forward Financial Planning, LLC
Very Low 6
6
1
1
Kurfees Capital Management, LLC logo Kurfees Capital Management, LLC
Very Low 6
6
1
1
Nuts2invest.com, LLC logo Nuts2invest.com, LLC
Very Low 5
5
1
1
Spring Ocean Capital LLC logo Spring Ocean Capital LLC
Very Low 5
0
1
1
Harvest Money | Invest Your Faith logo Harvest Money | Invest Your Faith
Very Low 5
5
1
1
C.N.M. Management, LLC
Very Low 5
5
1
1
Lifetime Financial Planning Solutions, LLC logo Lifetime Financial Planning Solutions, LLC
Very Low 5
5
1
2
Central Point Wealth Management LLC logo Central Point Wealth Management LLC
Very Low 4
4
1
1
UIS Investment Management LLC
Very Low 4
4
1
1
Wealth Pinnacle, Inc. logo Wealth Pinnacle, Inc.
Very Low 4
4
1
1
Family Wealth Counselors, LLC. logo Family Wealth Counselors, LLC.
Very Low 4
4
1
1
Omega Capital Management LLC logo Omega Capital Management LLC
Very Low 3
3
1
1
Lifetime Financial Advisors LLC logo Lifetime Financial Advisors LLC
Very Low 3
3
1
2
Poling Capital Management, LLC
Very Low 3
3
1
1
Hindman Financial, LLC logo Hindman Financial, LLC
Very Low 3
3
1
1
Dorsey Groomes Wealth Management logo Dorsey Groomes Wealth Management
Very Low 3
3
1
1
Reaching Upward Financial Solutions LLC logo Reaching Upward Financial Solutions LLC
Very Low 3
3
1
1
Grail Capital LLC
Very Low 2
2
1
1
Ogden Asset Management, LLC
Very Low 2
2
1
1
Priad Investment Advisers, L.L.C.
Very Low 2
2
1
1
J1 Capital LLC
Very Low 2
2
1
1
Silverleaf Investment Group, LLC logo Silverleaf Investment Group, LLC
Very Low 2
2
1
1
Hyvorian Financial logo Hyvorian Financial
Very Low 2
2
1
1
Strategic International logo Strategic International
Very Low 2
2
1
1
Echo Financial Advisors, LLC logo Echo Financial Advisors, LLC
Very Low 2
2
1
1
Firefly Wealth Management
Very Low 2
2
1
1
Valiance Group logo Valiance Group
Very Low 2
2
1
1
Roud Financial Services, LLC
Very Low 2
2
1
1
Financial Legacy Builders
Very Low 1
1
1
1
Moment Financial Planning
Very Low 1
0
1
1
Taub Investment Planning Services LLC logo Taub Investment Planning Services LLC
Very Low 1
1
1
1
Candela Financial logo Candela Financial
Very Low 1
1
1
1
Vital Signs Financial Services LLC
Very Low 1
1
1
1
JFJ Advisory Services LLC logo JFJ Advisory Services LLC
Very Low 1
0
1
1
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