Clients per advisor for Independent firms serving clients in Virginia

In Virginia, independent financial advisors tend to serve a slightly higher number of clients compared to the broader independent advisor landscape. With 412 firms statewide, the median clients per advisor is 32, exceeding the national median of 26 for this category. This suggests that Virginia’s independent advisors may balance personalized service with a somewhat larger client base, potentially reflecting a mix of advisors who are both growing their practices and those maintaining a moderate scale. Clients seeking advisors in Virginia might find a range of service models, from more intimate, relationship-focused approaches to those managing a broader clientele efficiently.

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
Toams Financial	Very High 620	620	1	2
Manna Wealth Management	Very High 614	614	1	2
LendingRobot	Very High 609	609	1	2
The Pilot's Advisor, LLC	Very High 530	530	1	1
Legacy Cornerstone Wealth	Very High 441	441	1	1
Flight Line Financial, LLC	Very High 393	393	1	1
Radvanyi Wealth Management LLC	Very High 381	381	1	1
Investment Capital Advisors	Very High 373	373	1	1
Stages Planning Group, LLC	Very High 322	322	1	1
The W & W Group LLC	Very High 300	300	1	2
Invictus Timing Service Ltd	Very High 286	286	1	1
Harvest Financial Group, LLC	Very High 275	275	1	1
Kiaros Advisors, LLC	Very High 273	273	1	1
Plan2Retire	Very High 271	271	1	1
DPCM	Very High 270	270	1	1
Nautilus Financial Group, Inc.	Very High 256	256	1	2
W.K. Cooper II Asset Management Corporation	Very High 230	230	1	1
Coastal Wealth Advisory Services, LLC	Very High 230	230	1	1
Advisor Financial Services, Inc.	Very High 220	220	1	2
Rise Wealth Partners LLC	Very High 210	210	1	1
Servus Capital Management	Very High 210	210	1	1
Taylor Capital Management	Very High 207	207	1	1
Sovereign	Very High 205	205	1	2
Marathon Strategic Advisors, LLC	Very High 195	195	1	2
Cook Financial Designs, Inc.	Very High 195	195	1	1
Parco Wealth Management LLC	Very High 191	191	1	2
Thoughtful Money LLC	Very High 187	187	1	1
Bridger Financial Services, LLC	Very High 182	182	1	2
Alexander Advisory Services, LLC	Very High 179	179	1	1
Variplan, LLC	Very High 179	179	1	1
Financial Advisor for You, LLC	Very High 168	168	1	1
Element Wealth Advisors	Very High 166	166	1	2
Glover Park Wealth Management, LLC	Very High 162	162	1	2
Vertical Wealth Management	Very High 156	156	1	1
Richwood Investment Advisors, LLC	Very High 156	156	1	1
Omega Advisory LLC	Very High 154	154	1	1
Applied Financial Wisdom	Very High 151	151	1	1
City Capital Management L.L.C.	Very High 149	149	1	1
Boelte O'Hara Wealth Management	Very High 149	149	1	1
Nine30 Advisors LLC	Very High 140	140	1	2
DABA Advisors LLC	Very High 137	137	1	1
Private Harbour Investment Management & Counsel LLC.	Very High 135	135	1	1
White Oak Wealth LLC	Very High 134	134	1	1
Charmarline Wealth Management	Very High 124	124	1	1
360 Wealth Consultants, LLC	Very High 124	124	1	2
TruNorth Financial LLC	Very High 123	123	1	1
Pathway Financial Planning, Inc.	Very High 120	120	1	1
All-Pro Advisors LLC	Very High 116	116	1	2
Slagel Investment Management	Very High 114	114	1	1
Lasting Legacy Wealth Management, LLC	Very High 113	113	1	2
Peak Investment Advisors, Inc.	Very High 113	113	1	2
Monsour Advisory Services, Inc.	Very High 113	113	1	1
Vivuto, LLC	Very High 111	111	1	1
Allied Investments	Very High 110	110	1	2
Harris and Harris Wealth Management Group, LLC	Very High 109	109	1	1
Endeavor Financial Advisors, LLC	Very High 104	104	1	2
Wanda Kilman Pittman	Very High 104	104	1	1
Castle Hill Capital	Very High 102	102	1	1
Elite Financial Group	Very High 101	101	1	1
Bull Run Investment Management LLC	Very High 101	101	1	1
Troutman Wealth	Very High 100	100	1	2
Lynchburg Wealth Management	Very High 100	100	1	1
HV Capital Advisors LLC	Very High 100	100	1	1
Harlan Financial LLC	Very High 99	99	1	1
One Providence Capital, LLC	Very High 92	92	1	2
Flagship Wealth Management Group, LLC	Very High 91	91	1	1
Well-Planned Financial LLC	Very High 88	88	1	1
Cultivate Financial Planning	Very High 87	87	1	2
Aspetuck Financial Management LLC	Very High 87	87	1	1
Alpha Omega Financial	Very High 86	86	1	2
BlueList Partners, LLC	Very High 86	86	1	1
Prosperity Wealth Management	Very High 86	86	1	1
Alpha Strategies Corporation	Very High 85	85	1	1
Ballardsville Investment Advisors	Very High 85	85	1	1
Financial Solutions	Very High 84	84	1	1
Financial Pathway LLC	Very High 82	82	1	2
U.S. Advisors, Inc.	Very High 81	81	1	1
Cabildo Capital LLC	Very High 80	80	1	1
Couric Financial	Very High 80	80	1	2
Roda Investment Management, LLC	Very High 80	80	1	2
Upward Financial Planning	Very High 77	77	1	2
McKay Wealth Management Group LLC	Very High 77	77	1	2
Carmichael Creel Investments	Very High 76	76	1	2
Apprise Wealth Management LLC	Very High 76	76	1	1
Kingdom Wealth Advisers	Very High 76	76	1	1
Commonwealth Asset Management Group LLC	Very High 75	75	1	1
Peters Financial LLC	Very High 74	74	1	1
Blue Rock Financial Services, Inc.	Very High 74	74	1	1
Tomlin Financial Advisors, Inc.	Very High 73	73	1	1
Contrary Investment Advisors	Very High 72	72	1	1
OG Advisory Group, LLC	Very High 72	72	1	1
Remote Financial Planner, LLC	Very High 71	71	1	1
Logbook Financial Planning, LLC	Very High 70	70	1	1
DeafInvest	Very High 68	68	1	1
Fuller Wealth Advisors	Very High 68	68	1	1
Laser Wealth Management, LLC	Very High 67	67	1	1
Zia Capital Investments LLC	High 66	66	1	1
Kay Investments, Inc.	High 66	66	1	1
Truvestor Wealth Management	High 65	65	1	1
KO Financial	High 65	65	1	1
Red Clover Wealth Management, LLC	High 65	65	1	1
The Financial T	High 64	64	1	1
EAN Equity Financial Services LLC	High 64	64	1	1
Legacy Global Management, L.L.C.	High 63	63	1	1
OnPoint Financial Management LLC	High 62	62	1	1
Highball Advisors	High 62	62	1	2
Rowley Financial LLC	High 61	61	1	1
MITCO Asset Management	High 60	60	1	1
Wesling Financial Planning Services Corp.	High 60	60	1	2
Trasatti Wealth Planning, LLC	High 59	59	1	1
ARM Financial LLC	High 59	59	1	1
Luminate Financial Planning	High 59	59	1	1
Groom Financial Advisory	High 58	58	1	1
Monarch Asset Management LLC	High 58	58	1	1
Cwm Financial Group, Inc.	High 57	57	1	1
Personal Financial Partners	High 57	57	1	1
Right Tail Capital LLC	High 57	57	1	1
Mountain View Wealth Management LLC	High 56	56	1	1
Arlington Wealth Planning, LLC	High 56	56	1	1
Treger & Associates	High 55	55	1	1
D&S Wealth Management Group	High 55	55	1	2
Personal Financial Planning Inc.	High 54	54	1	1
Fischer Wealth Advisors, LLC	High 54	54	1	1
Griffin Financial Services	High 54	54	1	1
Stryker Financial	High 53	53	1	1
Lander & Associates Inc	High 53	53	1	1
RCN Wealth Advisors, Inc.	High 53	53	1	1
Xenith Capital	High 53	53	1	1
Meringoff Wealth Management Group, LLC	High 53	53	1	1
David N. Hainsworth, C.P.A., P.C.	High 53	53	1	1
Potomac Wealth Strategies, LLC	High 53	53	1	1
Halo Capital Management, LLC	High 52	52	1	1
Oakleigh Wealth Services	High 51	51	1	2
Legacy Financial	High 51	51	1	1
Winged Wealth Management and Financial Planning	High 51	51	1	1
Concord Atlantic, Inc.	High 50	50	1	1
Acadia Wealth Advisors	High 50	50	1	1
Diversified Consumer Planning LLC	High 50	50	1	2
AlphaPlus Wealth Management LLC	High 50	50	1	1
Ferguson, Andrews Investment Advisers, Inc	High 49	49	1	1
ACI Group	High 49	49	1	1
Dirigo Financial LLC	High 49	49	1	1
Sterling Advisory Group LLC	High 49	49	1	1
Silvis Financial	High 49	49	1	2
SCN Capital Management	High 48	48	1	1
Mcgehee Wealth Advisory Group, Inc.	High 48	48	1	2
Beyond Financial Planning, LLC	High 48	48	1	1
Miller Asset Solutions LLC	High 48	48	1	1
Foundations Financial Planning, LLC	High 47	47	1	1
Allen Investment Management	High 47	47	1	1
Hygge Advisors, LLC	High 47	47	1	1
Humane Investing, LLC	High 47	47	1	1
Ultimate Retirement Products, Inc.	High 47	47	1	1
Simplicity Wealth Management	High 47	47	1	2
Clio Asset Management LLC	High 47	47	1	1
Dreyfuss Capital Management LLC	High 46	46	1	1
Money Plans	High 46	46	1	1
Ardent Wealth Advisory, LLC	High 45	45	1	1
Crestone Financial Advisors, LLC	High 45	45	1	1
Massie Financial Planning Inc.	High 45	45	1	1
Wallach Planning & Investments	High 45	45	1	1
Personal Financial Experiences, LLC	High 45	45	1	1
Ataraxia Advisory Services, LLC	High 44	44	1	1
Watson Capital Management, Inc.	High 44	44	1	1
Monroe Capital Partners, LLC	High 44	44	1	1
FI-Nancial Planner LLC	High 44	44	1	1
Templer Wealth Management, LLC	High 44	44	1	1
Nexus Wealth Management, LLC	High 43	43	1	1
ARTAIS Capital Management, LLC	High 42	42	1	1
Helm Financial Advisors, LLC	High 42	42	1	1
Fountainhead Fiduciary, LLC	High 42	42	1	2
Planning Within Reach, LLC	High 42	42	1	1
Armstrong Financial, Inc.	High 41	41	1	1
Gateway Financial Group, Inc.	High 41	41	1	1
Genuine Wealth Solutions	High 41	41	1	1
Buff Your Finances	High 41	41	1	1
DJP Wealth Management, LLC	High 40	40	1	1
Dunn Financial Advisors, LLC	High 40	40	1	1
Impact Financial, LLC	High 40	40	1	1
Canaan Investment Management	High 40	40	1	1
Jadim Wealth Management, LLC	High 40	40	1	1
OnPlane Financial Advisors	High 39	39	1	1
KCR Wealth Management, LLC	High 39	39	1	1
American Executive Advisors, LLC	High 39	39	1	1
Financial Advisors of Virginia	High 38	38	1	1
Klaren Capital	High 38	38	1	1
Capital Fiduciary Advisors	High 37	37	1	1
Olde Towne Financial Management Co.	High 37	37	1	1
Hillebrand Financial Planning LLC	High 37	37	1	1
Ficadenti Tandon Asset Management, Inc.	High 37	37	1	2
YGC Wealth	High 37	37	1	1
Rathnam Capital, LLC	High 37	37	1	1
Split Creek LLC DBA Split Creek Capital LLC	High 36	36	1	1
Vista Financial Services LLC	Typical 35	35	1	1
Cedar Grove Financial Planning, LLC	Typical 35	35	1	1
Thetford Investment Management, Inc.	Typical 35	35	1	2
BanksChannel Advisors, LLC	Typical 35	35	1	1
NorthStar Wealth Management LLC	Typical 35	35	1	1
JME Wealth Management	Typical 34	34	1	1
Pacesetter Planning LLC	Typical 34	34	1	2
True Root Financial	Typical 33	33	1	1
Nicolette Financial Advisors LLC	Typical 33	33	1	1
Packard Wealth Strategies LLC	Typical 32	32	1	1
Different Investments, LLC	Typical 32	32	1	1
Echo Creek Capital, LLC	Typical 32	32	1	1
Stonebrook Investment, LLC	Typical 32	32	1	1
Blue Point Investment Management	Typical 31	31	1	1
Aloft Financial	Typical 31	31	1	2
Connor Capital Management, LLC	Typical 31	31	1	1
Ronald R Geiger LLC	Typical 31	31	1	1
Hunter Michael Investment Advisors Inc	Typical 31	31	1	1
North Financial Advisors	Typical 30	30	1	1
Mohar Financial Planning	Typical 30	30	1	1
Tyndale Investments, LLC	Typical 30	30	1	1
Laird - Altman Holdings LLC	Typical 30	30	1	1
Stone Lake Wealth Management, LLC	Typical 30	30	1	1
Rule72 Financial	Typical 30	30	1	1
Carrington Financial Planning, LLC	Typical 30	30	1	1
Birch Street Financial Advisors	Typical 30	30	1	1
Attainment Asset Management LLC	Typical 30	30	1	1
SVA Capital Management LLC	Typical 30	30	1	1
Health & Wealth Works LLC	Typical 29	29	1	1
Capitol Wealth Management, Inc.	Typical 29	29	1	1
Ulmer Financial	Typical 29	29	1	1
MarketCycle Wealth Management, LLC	Typical 28	28	1	1
Reliable Alliance Financial	Typical 28	28	1	1
Kuleana Capital Management LLC	Typical 28	28	1	2
Arete Capital Management	Typical 28	28	1	1
Retirement Wealth Management, Inc.	Typical 28	28	1	1
Jaskolka Financial	Typical 28	28	1	1
Frontier Advisors, LLC	Typical 28	28	1	1
Serene Financial Solutions	Typical 28	28	1	1
Baviello Investment Management, LLC	Typical 27	27	1	1
Roger R. Bell & Co., Inc.	Typical 27	27	1	2
Drystone LLC	Typical 27	27	1	1
PortfolioArc, L.L.C.	Typical 27	27	1	1
H. L. Lichstrahl & Company, LLC	Typical 27	27	1	1
Amauta Financial	Typical 27	27	1	1
Money Pilot Financial Advisor LLC	Typical 27	27	1	1
Neat Financial Planning	Typical 27	27	1	1
Stag Rock LLC	Typical 26	26	1	1
Lionheart Financial Planning, Inc.	Typical 26	26	1	1
Bayesian Investment Management	Typical 26	26	1	1
MoneyByLisa LLC	Typical 26	26	1	1
Cocozza Financial Planning, LTD.	Typical 25	25	1	1
Vision Wealth Planning, LLC	Typical 25	25	1	2
Next Play Financial	Typical 25	25	1	1
Clearvue Financial	Typical 25	25	1	1
Steele Financial Studios	Typical 25	25	1	1
Grayeli Investment Management	Typical 25	25	1	1
Mitchell Advisory Inc	Typical 25	25	1	1
Boss Financial Strategies, LLC	Typical 25	25	1	1
Strategic Wealth Management Solutions, LLC	Typical 24	24	1	1
Investment Initiatives, LLC	Typical 24	24	1	1
Rock Steady Wealth, Inc.	Typical 24	24	1	1
SagePro Wealth Management	Typical 24	24	1	1
Mobjack Investments	Typical 23	23	1	1
Reel Financial Planning	Typical 23	23	1	1
R.O.S. Asset Management	Typical 23	23	1	1
CoreTegic Capital, LLC	Typical 23	23	1	1
BlueSail Advisors LLC	Typical 23	23	1	1
J. B. Bryan Financial Group, Inc.	Typical 23	23	1	1
Toner Asset Management Group, Inc.	Typical 23	23	1	1
The Knowles Company, LLC	Typical 23	23	1	1
Advocate Wealth, LLC	Typical 22	22	1	1
YZ Financial Advisors LLC	Typical 22	22	1	1
Mills Value Adviser Inc	Typical 22	22	1	1
Steeley Advisory, LLC	Typical 22	22	1	1
DBD Retirement and Financial Services	Typical 21	21	1	1
Reye Partners Asset Management LLC	Typical 21	21	1	1
Petra Wealth Management	Typical 21	21	1	1
RR Portfolios, LLC	Typical 21	21	1	1
Lodestar Financial Management, LLC	Typical 21	21	1	1
JG Wealth Management, LLC	Typical 21	21	1	2
Samatva Wealth Management LLC	Typical 21	21	1	1
Doench Wealth Management, LLC	Low 20	20	1	1
Dream Financial Planning	Low 20	20	1	1
Piedmont Capital Asset Management LLC	Low 20	20	1	1
DeMesne Investments	Low 20	20	1	1
Twenty First Investors	Low 20	20	1	2
Callidus Capital Partners LLC	Low 20	20	1	1
Q(x) Branch Reserve Investments LLC	Low 20	20	1	1
Acadia Financial Services, LLC	Low 20	20	1	1
Foundry Capital Management	Low 19	19	1	1
GuidePoint Financial Planning	Low 19	19	1	1
Ares-Bound Capital	Low 19	19	1	1
Noble Hill Planning LLC	Low 19	19	1	1
Legacy Wealth Planning Group	Low 18	18	1	1
Net Worth Advisory Services	Low 18	18	1	1
Stock Plan Advisory Group LLC	Low 18	18	1	1
Broadpark Advisors, LLC	Low 17	17	1	1
Dominion Financial Consultants, LLC	Low 17	17	1	1
Magnolia Lane Capital, LLC	Low 17	17	1	1
FNJ 3, LLC	Low 17	17	1	1
MSM Financial, LLC	Low 16	16	1	1
Ellison Investment Advisors	Low 16	16	1	1
Hill Wealth Strategies	Low 16	16	1	2
Histor Investing, LLC	Low 16	16	1	1
StrategicGlobal Insight, LLC	Low 16	16	1	1
Freedom Financial Planning Solutions, LLC	Low 16	16	1	1
Houstoun Capital Management, Inc.	Low 16	16	1	1
Guard Hill Advisors LLC	Low 15	15	1	1
Gizaw Capital Management, LLC	Low 15	15	1	1
Bour Group	Low 15	15	1	1
Winston Paul Capital Management, Inc.	Low 15	15	1	1
Clarity Financial Planning	Low 15	15	1	1
Coastal Asset Management LLC	Low 14	14	1	1
Continuum Wealth Strategies, LLC	Low 14	14	1	1
Beckett Clark Private Wealth, LLC	Low 14	14	1	2
Dyer Financial Advisory	Low 13	13	1	1
Alpha Capital Wealth Advisors, LLC	Low 13	13	1	1
Lewis-Berkeley Asset Management	Low 13	13	1	2
Clear Point LLC	Low 12	12	1	1
Safe Harbor Financial Advisors, LLC	Low 12	12	1	1
Heronwood Capital LLC	Low 12	12	1	1
Augusta Capital LLC	Low 12	12	1	1
Empire Wealth Management, LLC	Low 12	12	1	1
Kriczky Wealth Management LLC	Low 12	12	1	1
Montgomery Capital Management, LLC	Low 11	11	1	2
Chimborazo Investment Research	Low 11	11	1	1
Wise Financial Counsel, LLC	Low 11	11	1	1
Parks Investment Management, LLC	Low 11	11	1	1
Plandeavor	Low 11	11	1	1
Kanten Financial Services	Low 11	11	1	1
CTG Wealth Management LLC	Low 10	10	1	1
B. Water Investments	Low 10	10	1	1
Private Lane Capital, LLC	Low 10	10	1	1
Aurora Pointe Capital Management, LLC	Low 10	10	1	1
Third Millennium Advisors, Inc.	Low 10	10	1	1
Layered Financial, LLC	Low 10	10	1	1
Fredericksburg Financial Planning Services, Inc	Low 10	10	1	1
Arsenal 401K Advisors	Low 10	10	1	1
Francis Wealth Solutions, LLC	Low 10	10	1	1
G, G, & M Financial Goals	Low 10	10	1	1
Park Financial Planning Solutions, LLC	Low 10	10	1	1
Black Dog Wealth, LLC	Low 10	10	1	1
Proforza Advisors LLC	Very Low 9	9	1	2
Freedom Capital Management	Very Low 9	9	1	1
Orchard Wealth & Legacy Management LLC	Very Low 9	9	1	1
Haven Financial Partners LLC	Very Low 9	9	1	1
BGR Advisors	Very Low 9	9	1	1
Oakton Financial, LLC	Very Low 9	9	1	1
Stepping Stone Advisors, LLC	Very Low 9	9	1	1
Flatiron Wealth Advisors, LLC	Very Low 9	9	1	1
GB Investments LLC	Very Low 9	9	1	1
Vincent C. Lucas, C.P.A., P.C.	Very Low 9	9	1	1
Mehta Services Company	Very Low 8	8	1	1
Ninja Wealth Advisors, LLC	Very Low 8	8	1	1
Financial Journey LLC	Very Low 8	8	1	1
Opulent Wealth	Very Low 8	8	1	1
Discovery Wealth Planning LLC	Very Low 8	8	1	1
Formynder Wealth Management, LLC	Very Low 8	8	1	1
BanyanTree Wealth Management	Very Low 8	8	1	1
Swift Creek Wealth Management	Very Low 8	8	1	1
POV Wealth LLC	Very Low 8	8	1	1
Chatham Wealth Management. 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
Civvy Wealth LLC	Very Low 7	7	1	1
Wealth Planning, Inc.	Very Low 7	7	1	1
Family AI! Financial	Very Low 7	7	1	1
EEE Financial LLC	Very Low 7	7	1	1
Evergreen Wealth Services	Very Low 7	7	1	1
401K and More	Very Low 7	7	1	1
Accounting Advisory Services, L.L.C.	Very Low 6	6	1	1
Dogwood Capital, LLC	Very Low 6	6	1	1
lifelaidout LLC	Very Low 6	6	1	1
Carnahan Capital Management, LLC	Very Low 6	6	1	1
AB Financial Planning and Investments, LLC	Very Low 6	6	1	1
Titanrex	Very Low 6	6	1	1
Everman Prosperity	Very Low 6	6	1	1
Rising Tides Financial Planning LLC	Very Low 5	5	1	1
Opportunity Cost Investors LLC	Very Low 5	5	1	1
C. O. Overbey, Jr LLC	Very Low 5	5	1	1
Simplify Investments	Very Low 5	5	1	1
MAB Financial Planning	Very Low 5	5	1	1
Manektala Investment Advisory Services Inc.	Very Low 5	5	1	1
Harrison Capital Management	Very Low 5	5	1	1
MER Capital Management, LLC	Very Low 5	5	1	1
Churchill Research Inc.	Very Low 5	5	1	2
Round Oak Capital LLC	Very Low 5	5	1	1
The Fintel Group LLC	Very Low 4	4	1	1
True North Advisory, LLC	Very Low 4	4	1	1
Origin Wealth Management LLC	Very Low 4	4	1	1
Palladium Wealth Management, LLC	Very Low 4	4	1	1
Stewart Wealth Management, LLC	Very Low 4	4	1	1
Halieus Investment Advisors	Very Low 4	4	1	1
Worch Financial Group, LLC	Very Low 4	4	1	1
Rohde Wealth Management	Very Low 4	4	1	1
Missions Services, LLC	Very Low 3	3	1	1
Mercantile Advisors, LLC	Very Low 3	3	1	1
B Hive Financial, LLC	Very Low 3	3	1	1
Ensure Capital LLC	Very Low 3	0	1	1
Raymond L. Gazelle Jr.	Very Low 2	2	1	1
Vitality Planning, LLC	Very Low 2	2	1	1
The Dienekes Corporation	Very Low 2	2	1	1
Hussmen Financial	Very Low 2	2	1	1
Antrim Investment Research	Very Low 2	2	1	1
Brains Investments, LLC	Very Low 2	2	1	2
USA Retirement Income Solutions, LLC	Very Low 2	2	1	1
31 Moorgate, Inc.	Very Low 2	2	1	1
Destiny Money Management	Very Low 2	2	1	1
David B. Brandolph, J.D., CFP	Very Low 1	1	1	2
Simplified Retirement	Very Low 1	1	1	1
Financial Solutions, LLC	Very Low 1	1	1	1
Solution Factory, LLC	Very Low 1	1	1	1
Taylor Turner Wealth Management LLC	Very Low 1	1	1	1
JYE Wealth Advisors, LLC	Very Low 1	1	1	1
Present Value Financial Services LLC	Very Low 1	1	1	1
Charitable Foundation Services LLC	Very Low 1	0	1	1
Lucrum Capital Advisors	Very Low 1	0	1	1

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