Clients per advisor for Independent firms serving clients in Virginia

In Virginia, independent financial advisors tend to serve slightly more clients than the typical independent advisor nationwide, with a median of 30 clients per advisor compared to the national median of 24. This suggests that Virginia’s independent advisors may be balancing personalized service with a somewhat larger client base, potentially reflecting a mix of advisors who are both growing their practices and those who maintain a moderately sized clientele. With 355 independent firms in the state, clients can expect a range of service models, from more intimate, relationship-focused approaches to those managing a broader portfolio of clients. This diversity offers options depending on the level of attention and service desired.

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
JYE Wealth Advisors, LLC
Very Low 1
1
1
1
Charitable Foundation Services LLC logo Charitable Foundation Services LLC
Very Low 1
0
1
1
Lucrum Capital Advisors logo Lucrum Capital Advisors
Very Low 1
0
1
1
David B. Brandolph, J.D., CFP
Very Low 1
1
1
2
Financial Solutions, LLC logo Financial Solutions, LLC
Very Low 1
1
1
1
Present Value Financial Services LLC logo Present Value Financial Services LLC
Very Low 1
1
1
1
Taylor Turner Wealth Management LLC logo Taylor Turner Wealth Management LLC
Very Low 1
1
1
1
Simplified Retirement logo Simplified Retirement
Very Low 1
1
1
1
Solution Factory, LLC
Very Low 1
1
1
1
USA Retirement Income Solutions, LLC logo USA Retirement Income Solutions, LLC
Very Low 2
2
1
1
Antrim Investment Research logo Antrim Investment Research
Very Low 2
2
1
1
Brains Investments, LLC logo Brains Investments, LLC
Very Low 2
2
1
2
Raymond L. Gazelle Jr.
Very Low 2
2
1
1
The Dienekes Corporation
Very Low 2
2
1
1
Hussmen Financial logo Hussmen Financial
Very Low 2
2
1
1
31 Moorgate, Inc.
Very Low 2
2
1
1
Destiny Money Management logo Destiny Money Management
Very Low 2
2
1
1
Vitality Planning, LLC
Very Low 2
2
1
1
Missions Services, LLC logo Missions Services, LLC
Very Low 3
3
1
1
B Hive Financial, LLC logo B Hive Financial, LLC
Very Low 3
3
1
1
Mercantile Advisors, LLC logo Mercantile Advisors, LLC
Very Low 3
3
1
1
Ensure Capital LLC logo Ensure Capital LLC
Very Low 3
0
1
1
Palladium Wealth Management, LLC logo Palladium Wealth Management, LLC
Very Low 4
4
1
1
Stewart Wealth Management, LLC logo Stewart Wealth Management, LLC
Very Low 4
4
1
1
True North Advisory, LLC logo True North Advisory, LLC
Very Low 4
4
1
1
Origin Wealth Management LLC logo Origin Wealth Management LLC
Very Low 4
4
1
1
Halieus Investment Advisors logo Halieus Investment Advisors
Very Low 4
4
1
1
The Fintel Group LLC
Very Low 4
4
1
1
Worch Financial Group, LLC logo Worch Financial Group, LLC
Very Low 4
4
1
1
Rohde Wealth Management logo Rohde Wealth Management
Very Low 4
4
1
1
Rising Tides Financial Planning LLC logo Rising Tides Financial Planning LLC
Very Low 5
5
1
1
C. O. Overbey, Jr LLC logo C. O. Overbey, Jr LLC
Very Low 5
5
1
1
MAB Financial Planning logo MAB Financial Planning
Very Low 5
5
1
1
Harrison Capital Management
Very Low 5
5
1
1
Simplify Investments
Very Low 5
5
1
1
Churchill Research Inc. logo Churchill Research Inc.
Very Low 5
5
1
2
Round Oak Capital LLC logo Round Oak Capital LLC
Very Low 5
5
1
1
Manektala Investment Advisory Services Inc.
Very Low 5
5
1
1
MER Capital Management, LLC logo MER Capital Management, LLC
Very Low 5
5
1
1
Opportunity Cost Investors LLC
Very Low 5
5
1
1
Carnahan Capital Management, LLC logo Carnahan Capital Management, LLC
Very Low 6
6
1
1
Dogwood Capital, LLC
Very Low 6
6
1
1
Accounting Advisory Services, L.L.C.
Very Low 6
6
1
1
lifelaidout LLC logo lifelaidout LLC
Very Low 6
6
1
1
AB Financial Planning and Investments, LLC
Very Low 6
6
1
1
Titanrex logo Titanrex
Very Low 6
6
1
1
Everman Prosperity logo Everman Prosperity
Very Low 6
6
1
1
Family AI! Financial logo Family AI! Financial
Very Low 7
7
1
1
EEE Financial LLC
Very Low 7
7
1
1
Evergreen Wealth Services logo Evergreen Wealth Services
Very Low 7
7
1
1
401K and More
Very Low 7
7
1
1
Civvy Wealth LLC
Very Low 7
7
1
1
Wealth Planning, Inc.
Very Low 7
7
1
1
Opulent Wealth logo Opulent Wealth
Very Low 8
8
1
1
POV Wealth LLC logo POV Wealth LLC
Very Low 8
8
1
1
Ninja Wealth Advisors, LLC logo Ninja Wealth Advisors, LLC
Very Low 8
8
1
1
Financial Journey LLC logo Financial Journey LLC
Very Low 8
8
1
1
Discovery Wealth Planning LLC logo Discovery Wealth Planning LLC
Very Low 8
8
1
1
BPD Wealth Management LLC
Very Low 8
8
1
1
Jade Financial LLC
Very Low 8
8
1
1
Hook Financial Services, LLC
Very Low 8
8
1
2
Swift Creek Wealth Management logo Swift Creek Wealth Management
Very Low 8
8
1
1
Chatham Wealth Management. LLC logo Chatham Wealth Management. LLC
Very Low 8
8
1
1
Mehta Services Company
Very Low 8
8
1
1
BanyanTree Wealth Management
Very Low 8
8
1
1
Formynder Wealth Management, LLC logo Formynder Wealth Management, LLC
Very Low 8
8
1
1
Oakton Financial, LLC logo Oakton Financial, LLC
Very Low 9
9
1
1
Freedom Capital Management logo Freedom Capital Management
Very Low 9
9
1
1
Flatiron Wealth Advisors, LLC logo Flatiron Wealth Advisors, LLC
Very Low 9
9
1
1
GB Investments LLC logo GB Investments LLC
Very Low 9
9
1
1
BGR Advisors
Very Low 9
9
1
1
Haven Financial Partners LLC
Very Low 9
9
1
1
Stepping Stone Advisors, LLC logo Stepping Stone Advisors, LLC
Very Low 9
9
1
1
Orchard Wealth & Legacy Management LLC logo Orchard Wealth & Legacy Management LLC
Very Low 9
9
1
1
Proforza Advisors LLC logo Proforza Advisors LLC
Very Low 9
9
1
2
Vincent C. Lucas, C.P.A., P.C.
Very Low 9
9
1
1
Aurora Pointe Capital Management, LLC logo Aurora Pointe Capital Management, LLC
Low 10
10
1
1
Layered Financial, LLC logo Layered Financial, LLC
Low 10
10
1
1
B. Water Investments logo B. Water Investments
Low 10
10
1
1
Fredericksburg Financial Planning Services, Inc logo Fredericksburg Financial Planning Services, Inc
Low 10
10
1
1
G, G, & M Financial Goals
Low 10
10
1
1
CTG Wealth Management LLC logo CTG Wealth Management LLC
Low 10
10
1
1
Private Lane Capital, LLC logo Private Lane Capital, LLC
Low 10
10
1
1
Park Financial Planning Solutions, LLC logo Park Financial Planning Solutions, LLC
Low 10
10
1
1
Francis Wealth Solutions, LLC
Low 10
10
1
1
Third Millennium Advisors, Inc. logo Third Millennium Advisors, Inc.
Low 10
10
1
1
Arsenal 401K Advisors logo Arsenal 401K Advisors
Low 10
10
1
1
Black Dog Wealth, LLC logo Black Dog Wealth, LLC
Low 10
10
1
1
Chimborazo Investment Research logo Chimborazo Investment Research
Low 11
11
1
1
Plandeavor logo Plandeavor
Low 11
11
1
1
Montgomery Capital Management, LLC logo Montgomery Capital Management, LLC
Low 11
11
1
2
Wise Financial Counsel, LLC logo Wise Financial Counsel, LLC
Low 11
11
1
1
Kanten Financial Services
Low 11
11
1
1
Parks Investment Management, LLC
Low 11
11
1
1
Heronwood Capital LLC logo Heronwood Capital LLC
Low 12
12
1
1
Safe Harbor Financial Advisors, LLC logo Safe Harbor Financial Advisors, LLC
Low 12
12
1
1
Clear Point LLC
Low 12
12
1
1
Kriczky Wealth Management LLC logo Kriczky Wealth Management LLC
Low 12
12
1
1
Augusta Capital LLC logo Augusta Capital LLC
Low 12
12
1
1
Empire Wealth Management, LLC
Low 12
12
1
1
Dyer Financial Advisory logo Dyer Financial Advisory
Low 13
13
1
1
Lewis-Berkeley Asset Management
Low 13
13
1
2
Alpha Capital Wealth Advisors, LLC
Low 13
13
1
1
Coastal Asset Management LLC
Low 14
14
1
1
Beckett Clark Private Wealth, LLC logo Beckett Clark Private Wealth, LLC
Low 14
14
1
2
Continuum Wealth Strategies, LLC logo Continuum Wealth Strategies, LLC
Low 14
14
1
1
Guard Hill Advisors LLC
Low 15
15
1
1
Winston Paul Capital Management, Inc. logo Winston Paul Capital Management, Inc.
Low 15
15
1
1
Clarity Financial Planning
Low 15
15
1
1
Bour Group logo Bour Group
Low 15
15
1
1
Gizaw Capital Management, LLC logo Gizaw Capital Management, LLC
Low 15
15
1
1
StrategicGlobal Insight, LLC logo StrategicGlobal Insight, LLC
Low 16
16
1
1
Histor Investing, LLC logo Histor Investing, LLC
Low 16
16
1
1
MSM Financial, LLC logo MSM Financial, LLC
Low 16
16
1
1
Ellison Investment Advisors
Low 16
16
1
1
Hill Wealth Strategies logo Hill Wealth Strategies
Low 16
16
1
2
Freedom Financial Planning Solutions, LLC logo Freedom Financial Planning Solutions, LLC
Low 16
16
1
1
Houstoun Capital Management, Inc. logo Houstoun Capital Management, Inc.
Low 16
16
1
1
Broadpark Advisors, LLC logo Broadpark Advisors, LLC
Low 17
17
1
1
Magnolia Lane Capital, LLC logo Magnolia Lane Capital, LLC
Low 17
17
1
1
Dominion Financial Consultants, LLC logo Dominion Financial Consultants, LLC
Low 17
17
1
1
FNJ 3, LLC
Low 17
17
1
1
Net Worth Advisory Services logo Net Worth Advisory Services
Low 18
18
1
1
Stock Plan Advisory Group LLC logo Stock Plan Advisory Group LLC
Low 18
18
1
1
Legacy Wealth Planning Group logo Legacy Wealth Planning Group
Low 18
18
1
1
Ares-Bound Capital logo Ares-Bound Capital
Low 19
19
1
1
Noble Hill Planning LLC logo Noble Hill Planning LLC
Low 19
19
1
1
GuidePoint Financial Planning logo GuidePoint Financial Planning
Low 19
19
1
1
Foundry Capital Management logo Foundry Capital Management
Low 19
19
1
1
DeMesne Investments logo DeMesne Investments
Low 20
20
1
1
Q(x) Branch Reserve Investments LLC
Low 20
20
1
1
Callidus Capital Partners LLC
Low 20
20
1
1
Twenty First Investors
Low 20
20
1
2
Dream Financial Planning logo Dream Financial Planning
Low 20
20
1
1
Doench Wealth Management, LLC
Low 20
20
1
1
Piedmont Capital Asset Management LLC logo Piedmont Capital Asset Management LLC
Low 20
20
1
1
Acadia Financial Services, LLC logo Acadia Financial Services, LLC
Low 20
20
1
1
Lodestar Financial Management, LLC logo Lodestar Financial Management, LLC
Typical 21
21
1
1
Reye Partners Asset Management LLC logo Reye Partners Asset Management LLC
Typical 21
21
1
1
RR Portfolios, LLC logo RR Portfolios, LLC
Typical 21
21
1
1
DBD Retirement and Financial Services logo DBD Retirement and Financial Services
Typical 21
21
1
1
Samatva Wealth Management LLC logo Samatva Wealth Management LLC
Typical 21
21
1
1
JG Wealth Management, LLC logo JG Wealth Management, LLC
Typical 21
21
1
2
Petra Wealth Management logo Petra Wealth Management
Typical 21
21
1
1
Steeley Advisory, LLC logo Steeley Advisory, LLC
Typical 22
22
1
1
YZ Financial Advisors LLC logo YZ Financial Advisors LLC
Typical 22
22
1
1
Advocate Wealth, LLC logo Advocate Wealth, LLC
Typical 22
22
1
1
Mills Value Adviser Inc
Typical 22
22
1
1
J. B. Bryan Financial Group, Inc. logo J. B. Bryan Financial Group, Inc.
Typical 23
23
1
1
R.O.S. Asset Management
Typical 23
23
1
1
The Knowles Company, LLC
Typical 23
23
1
1
Reel Financial Planning logo Reel Financial Planning
Typical 23
23
1
1
Toner Asset Management Group, Inc.
Typical 23
23
1
1
BlueSail Advisors LLC logo BlueSail Advisors LLC
Typical 23
23
1
1
Mobjack Investments
Typical 23
23
1
1
CoreTegic Capital, LLC logo CoreTegic Capital, LLC
Typical 23
23
1
1
SagePro Wealth Management logo SagePro Wealth Management
Typical 24
24
1
1
Investment Initiatives, LLC
Typical 24
24
1
1
Strategic Wealth Management Solutions, LLC logo Strategic Wealth Management Solutions, LLC
Typical 24
24
1
1
Rock Steady Wealth, Inc. logo Rock Steady Wealth, Inc.
Typical 24
24
1
1
Cocozza Financial Planning, LTD.
Typical 25
25
1
1
Next Play Financial logo Next Play Financial
Typical 25
25
1
1
Clearvue Financial logo Clearvue Financial
Typical 25
25
1
1
Vision Wealth Planning, LLC logo Vision Wealth Planning, LLC
Typical 25
25
1
2
Steele Financial Studios logo Steele Financial Studios
Typical 25
25
1
1
Boss Financial Strategies, LLC logo Boss Financial Strategies, LLC
Typical 25
25
1
1
Grayeli Investment Management logo Grayeli Investment Management
Typical 25
25
1
1
Mitchell Advisory Inc logo Mitchell Advisory Inc
Typical 25
25
1
1
Stag Rock LLC logo Stag Rock LLC
Typical 26
26
1
1
MoneyByLisa LLC logo MoneyByLisa LLC
Typical 26
26
1
1
Bayesian Investment Management logo Bayesian Investment Management
Typical 26
26
1
1
Lionheart Financial Planning, Inc. logo Lionheart Financial Planning, Inc.
Typical 26
26
1
1
Neat Financial Planning logo Neat Financial Planning
Typical 27
27
1
1
Roger R. Bell & Co., Inc. logo Roger R. Bell & Co., Inc.
Typical 27
27
1
2
Money Pilot Financial Advisor LLC logo Money Pilot Financial Advisor LLC
Typical 27
27
1
1
PortfolioArc, L.L.C. logo PortfolioArc, L.L.C.
Typical 27
27
1
1
Drystone LLC
Typical 27
27
1
1
Baviello Investment Management, LLC logo Baviello Investment Management, LLC
Typical 27
27
1
1
Amauta Financial logo Amauta Financial
Typical 27
27
1
1
H. L. Lichstrahl & Company, LLC logo H. L. Lichstrahl & Company, LLC
Typical 27
27
1
1
Retirement Wealth Management, Inc.
Typical 28
28
1
1
MarketCycle Wealth Management, LLC logo MarketCycle Wealth Management, LLC
Typical 28
28
1
1
Serene Financial Solutions logo Serene Financial Solutions
Typical 28
28
1
1
Arete Capital Management
Typical 28
28
1
1
Kuleana Capital Management LLC logo Kuleana Capital Management LLC
Typical 28
28
1
2
Reliable Alliance Financial logo Reliable Alliance Financial
Typical 28
28
1
1
Frontier Advisors, LLC logo Frontier Advisors, LLC
Typical 28
28
1
1
Jaskolka Financial logo Jaskolka Financial
Typical 28
28
1
1
Capitol Wealth Management, Inc. logo Capitol Wealth Management, Inc.
Typical 29
29
1
1
Ulmer Financial logo Ulmer Financial
Typical 29
29
1
1
Health & Wealth Works LLC logo Health & Wealth Works LLC
Typical 29
29
1
1
Laird - Altman Holdings LLC
Typical 30
30
1
1
Attainment Asset Management LLC
Typical 30
30
1
1
North Financial Advisors logo North Financial Advisors
Typical 30
30
1
1
Carrington Financial Planning, LLC logo Carrington Financial Planning, LLC
Typical 30
30
1
1
Rule72 Financial logo Rule72 Financial
Typical 30
30
1
1
SVA Capital Management LLC logo SVA Capital Management LLC
Typical 30
30
1
1
Tyndale Investments, LLC
Typical 30
30
1
1
Birch Street Financial Advisors logo Birch Street Financial Advisors
Typical 30
30
1
1
Stone Lake Wealth Management, LLC logo Stone Lake Wealth Management, LLC
Typical 30
30
1
1
Mohar Financial Planning logo Mohar Financial Planning
Typical 30
30
1
1
Blue Point Investment Management logo Blue Point Investment Management
Typical 31
31
1
1
Aloft Financial logo Aloft Financial
Typical 31
31
1
2
Hunter Michael Investment Advisors Inc logo Hunter Michael Investment Advisors Inc
Typical 31
31
1
1
Ronald R Geiger LLC logo Ronald R Geiger LLC
Typical 31
31
1
1
Connor Capital Management, LLC logo Connor Capital Management, LLC
Typical 31
31
1
1
Stonebrook Investment, LLC logo Stonebrook Investment, LLC
Typical 32
32
1
1
Echo Creek Capital, LLC
Typical 32
32
1
1
Different Investments, LLC logo Different Investments, LLC
Typical 32
32
1
1
Packard Wealth Strategies LLC logo Packard Wealth Strategies LLC
Typical 32
32
1
1
True Root Financial
Typical 33
33
1
1
Nicolette Financial Advisors LLC logo Nicolette Financial Advisors LLC
Typical 33
33
1
1
Pacesetter Planning LLC logo Pacesetter Planning LLC
Typical 34
34
1
2
JME Wealth Management logo JME Wealth Management
Typical 34
34
1
1
Thetford Investment Management, Inc.
Typical 35
35
1
2
BanksChannel Advisors, LLC
Typical 35
35
1
1
Vista Financial Services LLC logo Vista Financial Services LLC
Typical 35
35
1
1
NorthStar Wealth Management LLC
Typical 35
35
1
1
Cedar Grove Financial Planning, LLC logo Cedar Grove Financial Planning, LLC
Typical 35
35
1
1
Split Creek LLC DBA Split Creek Capital LLC logo Split Creek LLC DBA Split Creek Capital LLC
High 36
36
1
1
Olde Towne Financial Management Co.
High 37
37
1
1
Rathnam Capital, LLC logo Rathnam Capital, LLC
High 37
37
1
1
Ficadenti Tandon Asset Management, Inc. logo Ficadenti Tandon Asset Management, Inc.
High 37
37
1
2
Capital Fiduciary Advisors logo Capital Fiduciary Advisors
High 37
37
1
1
Hillebrand Financial Planning LLC logo Hillebrand Financial Planning LLC
High 37
37
1
1
YGC Wealth logo YGC Wealth
High 37
37
1
1
Klaren Capital logo Klaren Capital
High 38
38
1
1
Financial Advisors of Virginia
High 38
38
1
1
OnPlane Financial Advisors logo OnPlane Financial Advisors
High 39
39
1
1
American Executive Advisors, LLC logo American Executive Advisors, LLC
High 39
39
1
1
KCR Wealth Management, LLC logo KCR Wealth Management, LLC
High 39
39
1
1
Impact Financial, LLC logo Impact Financial, LLC
High 40
40
1
1
Jadim Wealth Management, LLC logo Jadim Wealth Management, LLC
High 40
40
1
1
Dunn Financial Advisors, LLC logo Dunn Financial Advisors, LLC
High 40
40
1
1
Canaan Investment Management
High 40
40
1
1
DJP Wealth Management, LLC logo DJP Wealth Management, LLC
High 40
40
1
1
Buff Your Finances logo Buff Your Finances
High 41
41
1
1
Gateway Financial Group, Inc.
High 41
41
1
1
Genuine Wealth Solutions logo Genuine Wealth Solutions
High 41
41
1
1
Armstrong Financial, Inc.
High 41
41
1
1
ARTAIS Capital Management, LLC logo ARTAIS Capital Management, LLC
High 42
42
1
1
Fountainhead Fiduciary, LLC logo Fountainhead Fiduciary, LLC
High 42
42
1
2
Planning Within Reach, LLC logo Planning Within Reach, LLC
High 42
42
1
1
Helm Financial Advisors, LLC logo Helm Financial Advisors, LLC
High 42
42
1
1
Nexus Wealth Management, LLC logo Nexus Wealth Management, LLC
High 43
43
1
1
Watson Capital Management, Inc. logo Watson Capital Management, Inc.
High 44
44
1
1
Ataraxia Advisory Services, LLC logo Ataraxia Advisory Services, LLC
High 44
44
1
1
FI-Nancial Planner LLC
High 44
44
1
1
Monroe Capital Partners, LLC logo Monroe Capital Partners, LLC
High 44
44
1
1
Templer Wealth Management, LLC logo Templer Wealth Management, LLC
High 44
44
1
1
Massie Financial Planning Inc. logo Massie Financial Planning Inc.
High 45
45
1
1
Wallach Planning & Investments
High 45
45
1
1
Ardent Wealth Advisory, LLC logo Ardent Wealth Advisory, LLC
High 45
45
1
1
Crestone Financial Advisors, LLC logo Crestone Financial Advisors, LLC
High 45
45
1
1
Personal Financial Experiences, LLC logo Personal Financial Experiences, LLC
High 45
45
1
1
Dreyfuss Capital Management LLC logo Dreyfuss Capital Management LLC
High 46
46
1
1
Money Plans logo Money Plans
High 46
46
1
1
Humane Investing, LLC logo Humane Investing, LLC
High 47
47
1
1
Simplicity Wealth Management logo Simplicity Wealth Management
High 47
47
1
2
Ultimate Retirement Products, Inc. logo Ultimate Retirement Products, Inc.
High 47
47
1
1
Hygge Advisors, LLC logo Hygge Advisors, LLC
High 47
47
1
1
Allen Investment Management logo Allen Investment Management
High 47
47
1
1
Clio Asset Management LLC logo Clio Asset Management LLC
High 47
47
1
1
Foundations Financial Planning, LLC
High 47
47
1
1
Miller Asset Solutions LLC logo Miller Asset Solutions LLC
High 48
48
1
1
Mcgehee Wealth Advisory Group, Inc.
High 48
48
1
2
SCN Capital Management
High 48
48
1
1
Beyond Financial Planning, LLC logo Beyond Financial Planning, LLC
High 48
48
1
1
Ferguson, Andrews Investment Advisers, Inc
High 49
49
1
1
Dirigo Financial LLC logo Dirigo Financial LLC
High 49
49
1
1
ACI Group logo ACI Group
High 49
49
1
1
Silvis Financial logo Silvis Financial
High 49
49
1
2
Sterling Advisory Group LLC logo Sterling Advisory Group LLC
High 49
49
1
1
Acadia Wealth Advisors logo Acadia Wealth Advisors
High 50
50
1
1
Concord Atlantic, Inc.
High 50
50
1
1
Diversified Consumer Planning LLC logo Diversified Consumer Planning LLC
High 50
50
1
2
AlphaPlus Wealth Management LLC logo AlphaPlus Wealth Management LLC
High 50
50
1
1
Oakleigh Wealth Services logo Oakleigh Wealth Services
High 51
51
1
2
Winged Wealth Management and Financial Planning logo Winged Wealth Management and Financial Planning
High 51
51
1
1
Legacy Financial
High 51
51
1
1
Halo Capital Management, LLC logo Halo Capital Management, LLC
High 52
52
1
1
Xenith Capital logo Xenith Capital
High 53
53
1
1
Potomac Wealth Strategies, LLC logo Potomac Wealth Strategies, LLC
High 53
53
1
1
RCN Wealth Advisors, Inc. logo RCN Wealth Advisors, Inc.
High 53
53
1
1
David N. Hainsworth, C.P.A., P.C. logo David N. Hainsworth, C.P.A., P.C.
High 53
53
1
1
Lander & Associates Inc logo Lander & Associates Inc
High 53
53
1
1
Meringoff Wealth Management Group, LLC
High 53
53
1
1
Stryker Financial logo Stryker Financial
High 53
53
1
1
Griffin Financial Services logo Griffin Financial Services
High 54
54
1
1
Fischer Wealth Advisors, LLC logo Fischer Wealth Advisors, LLC
High 54
54
1
1
Personal Financial Planning Inc. logo Personal Financial Planning Inc.
High 54
54
1
1
D&S Wealth Management Group logo D&S Wealth Management Group
High 55
55
1
2
Treger & Associates
High 55
55
1
1
Arlington Wealth Planning, LLC logo Arlington Wealth Planning, LLC
High 56
56
1
1
Mountain View Wealth Management LLC logo Mountain View Wealth Management LLC
High 56
56
1
1
Cwm Financial Group, Inc.
High 57
57
1
1
Right Tail Capital LLC logo Right Tail Capital LLC
High 57
57
1
1
Personal Financial Partners logo Personal Financial Partners
High 57
57
1
1
Monarch Asset Management LLC logo Monarch Asset Management LLC
High 58
58
1
1
Groom Financial Advisory logo Groom Financial Advisory
High 58
58
1
1
ARM Financial LLC logo ARM Financial LLC
High 59
59
1
1
Luminate Financial Planning logo Luminate Financial Planning
High 59
59
1
1
Trasatti Wealth Planning, LLC logo Trasatti Wealth Planning, LLC
High 59
59
1
1
MITCO Asset Management
High 60
60
1
1
Wesling Financial Planning Services Corp. logo Wesling Financial Planning Services Corp.
High 60
60
1
2
Rowley Financial LLC logo Rowley Financial LLC
High 61
61
1
1
OnPoint Financial Management LLC logo OnPoint Financial Management LLC
High 62
62
1
1
Highball Advisors logo Highball Advisors
High 62
62
1
2
Legacy Global Management, L.L.C.
High 63
63
1
1
EAN Equity Financial Services LLC
High 64
64
1
1
The Financial T logo The Financial T
High 64
64
1
1
KO Financial logo KO Financial
High 65
65
1
1
Truvestor Wealth Management logo Truvestor Wealth Management
High 65
65
1
1
Red Clover Wealth Management, LLC logo Red Clover Wealth Management, LLC
High 65
65
1
1
Kay Investments, Inc. logo Kay Investments, Inc.
High 66
66
1
1
Zia Capital Investments LLC logo Zia Capital Investments LLC
High 66
66
1
1
Laser Wealth Management, LLC logo Laser Wealth Management, LLC
Very High 67
67
1
1
Fuller Wealth Advisors logo Fuller Wealth Advisors
Very High 68
68
1
1
DeafInvest logo DeafInvest
Very High 68
68
1
1
Logbook Financial Planning, LLC logo Logbook Financial Planning, LLC
Very High 70
70
1
1
Remote Financial Planner, LLC logo Remote Financial Planner, LLC
Very High 71
71
1
1
Contrary Investment Advisors
Very High 72
72
1
1
OG Advisory Group, LLC logo OG Advisory Group, LLC
Very High 72
72
1
1
Tomlin Financial Advisors, Inc. logo Tomlin Financial Advisors, Inc.
Very High 73
73
1
1
Peters Financial LLC logo Peters Financial LLC
Very High 74
74
1
1
Blue Rock Financial Services, Inc. logo Blue Rock Financial Services, Inc.
Very High 74
74
1
1
Commonwealth Asset Management Group LLC logo Commonwealth Asset Management Group LLC
Very High 75
75
1
1
Kingdom Wealth Advisers logo Kingdom Wealth Advisers
Very High 76
76
1
1
Carmichael Creel Investments logo Carmichael Creel Investments
Very High 76
76
1
2
Apprise Wealth Management LLC logo Apprise Wealth Management LLC
Very High 76
76
1
1
Upward Financial Planning logo Upward Financial Planning
Very High 77
77
1
2
McKay Wealth Management Group LLC logo McKay Wealth Management Group LLC
Very High 77
77
1
2
Roda Investment Management, LLC logo Roda Investment Management, LLC
Very High 80
80
1
2
Cabildo Capital LLC logo Cabildo Capital LLC
Very High 80
80
1
1
Couric Financial logo Couric Financial
Very High 80
80
1
2
U.S. Advisors, Inc. logo U.S. Advisors, Inc.
Very High 81
81
1
1
Financial Pathway LLC logo Financial Pathway LLC
Very High 82
82
1
2
Financial Solutions logo Financial Solutions
Very High 84
84
1
1
Ballardsville Investment Advisors logo Ballardsville Investment Advisors
Very High 85
85
1
1
Alpha Strategies Corporation
Very High 85
85
1
1
Prosperity Wealth Management
Very High 86
86
1
1
Alpha Omega Financial
Very High 86
86
1
2
BlueList Partners, LLC
Very High 86
86
1
1
Cultivate Financial Planning logo Cultivate Financial Planning
Very High 87
87
1
2
Aspetuck Financial Management LLC logo Aspetuck Financial Management LLC
Very High 87
87
1
1
Well-Planned Financial LLC logo Well-Planned Financial LLC
Very High 88
88
1
1
Flagship Wealth Management Group, LLC logo Flagship Wealth Management Group, LLC
Very High 91
91
1
1
One Providence Capital, LLC
Very High 92
92
1
2
Harlan Financial LLC
Very High 99
99
1
1
Troutman Wealth logo Troutman Wealth
Very High 100
100
1
2
HV Capital Advisors LLC
Very High 100
100
1
1
Lynchburg Wealth Management logo Lynchburg Wealth Management
Very High 100
100
1
1
Elite Financial Group logo Elite Financial Group
Very High 101
101
1
1
Bull Run Investment Management LLC logo Bull Run Investment Management LLC
Very High 101
101
1
1
Castle Hill Capital logo Castle Hill Capital
Very High 102
102
1
1
Wanda Kilman Pittman
Very High 104
104
1
1
Endeavor Financial Advisors, LLC logo Endeavor Financial Advisors, LLC
Very High 104
104
1
2
Harris and Harris Wealth Management Group, LLC logo Harris and Harris Wealth Management Group, LLC
Very High 109
109
1
1
Allied Investments logo Allied Investments
Very High 110
110
1
2
Vivuto, LLC logo Vivuto, LLC
Very High 111
111
1
1
Peak Investment Advisors, Inc. logo Peak Investment Advisors, Inc.
Very High 113
113
1
2
Lasting Legacy Wealth Management, LLC logo Lasting Legacy Wealth Management, LLC
Very High 113
113
1
2
Monsour Advisory Services, Inc. logo Monsour Advisory Services, Inc.
Very High 113
113
1
1
Slagel Investment Management logo Slagel Investment Management
Very High 114
114
1
1
All-Pro Advisors LLC logo All-Pro Advisors LLC
Very High 116
116
1
2
Pathway Financial Planning, Inc. logo Pathway Financial Planning, Inc.
Very High 120
120
1
1
TruNorth Financial LLC logo TruNorth Financial LLC
Very High 123
123
1
1
360 Wealth Consultants, LLC logo 360 Wealth Consultants, LLC
Very High 124
124
1
2
Charmarline Wealth Management logo Charmarline Wealth Management
Very High 124
124
1
1
White Oak Wealth LLC logo White Oak Wealth LLC
Very High 134
134
1
1
Private Harbour Investment Management & Counsel LLC.
Very High 135
135
1
1
DABA Advisors LLC logo DABA Advisors LLC
Very High 137
137
1
1
Nine30 Advisors LLC logo Nine30 Advisors LLC
Very High 140
140
1
2
Boelte O'Hara Wealth Management logo Boelte O'Hara Wealth Management
Very High 149
149
1
1
City Capital Management L.L.C.
Very High 149
149
1
1
Applied Financial Wisdom logo Applied Financial Wisdom
Very High 151
151
1
1
Omega Advisory LLC
Very High 154
154
1
1
Vertical Wealth Management logo Vertical Wealth Management
Very High 156
156
1
1
Richwood Investment Advisors, LLC logo Richwood Investment Advisors, LLC
Very High 156
156
1
1
Glover Park Wealth Management, LLC logo Glover Park Wealth Management, LLC
Very High 162
162
1
2
Element Wealth Advisors logo Element Wealth Advisors
Very High 166
166
1
2
Financial Advisor for You, LLC logo Financial Advisor for You, LLC
Very High 168
168
1
1
Alexander Advisory Services, LLC
Very High 179
179
1
1
Variplan, LLC logo Variplan, LLC
Very High 179
179
1
1
Bridger Financial Services, LLC logo Bridger Financial Services, LLC
Very High 182
182
1
2
Thoughtful Money LLC logo Thoughtful Money LLC
Very High 187
187
1
1
Parco Wealth Management LLC logo Parco Wealth Management LLC
Very High 191
191
1
2
Cook Financial Designs, Inc.
Very High 195
195
1
1
Marathon Strategic Advisors, LLC logo Marathon Strategic Advisors, LLC
Very High 195
195
1
2
Sovereign logo Sovereign
Very High 205
205
1
2
Taylor Capital Management
Very High 207
207
1
1
Rise Wealth Partners LLC logo Rise Wealth Partners LLC
Very High 210
210
1
1
Servus Capital Management logo Servus Capital Management
Very High 210
210
1
1
Advisor Financial Services, Inc. logo Advisor Financial Services, Inc.
Very High 220
220
1
2
W.K. Cooper II Asset Management Corporation logo W.K. Cooper II Asset Management Corporation
Very High 230
230
1
1
Coastal Wealth Advisory Services, LLC logo Coastal Wealth Advisory Services, LLC
Very High 230
230
1
1
Nautilus Financial Group, Inc. logo Nautilus Financial Group, Inc.
Very High 256
256
1
2
DPCM logo DPCM
Very High 270
270
1
1
Plan2Retire logo Plan2Retire
Very High 271
271
1
1
Kiaros Advisors, LLC logo Kiaros Advisors, LLC
Very High 273
273
1
1
Harvest Financial Group, LLC logo Harvest Financial Group, LLC
Very High 275
275
1
1
Invictus Timing Service Ltd logo Invictus Timing Service Ltd
Very High 286
286
1
1
The W & W Group LLC logo The W & W Group LLC
Very High 300
300
1
2
Stages Planning Group, LLC logo Stages Planning Group, LLC
Very High 322
322
1
1
Investment Capital Advisors logo Investment Capital Advisors
Very High 373
373
1
1
Radvanyi Wealth Management LLC logo Radvanyi Wealth Management LLC
Very High 381
381
1
1
Flight Line Financial, LLC logo Flight Line Financial, LLC
Very High 393
393
1
1
Legacy Cornerstone Wealth logo Legacy Cornerstone Wealth
Very High 441
441
1
1
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
Manna Wealth Management logo Manna Wealth Management
Very High 614
614
1
2
Toams Financial logo Toams Financial
Very High 620
620
1
2
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