Clients per advisor for Supported firms serving clients in Arizona

In Arizona, supported financial advisor firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 587 firms operating in this category, the median clients per advisor is 83, well above the national median of 47. This suggests that Arizona advisors often manage larger client loads, likely reflecting more structured and scalable service models. Clients seeking more personalized attention might find fewer options here, as many firms appear to prioritize efficiency and broader client bases. Understanding this dynamic can help Arizona consumers align their expectations with the typical advisory approach in the state.

Supported firms nationally 6,970 firms

Very Low 7-21 per advisor

Low 21-40

Typical 40-64

High 64-105

Very High 105-209

5th 20th 40th 60th 80th 95th

Median: 51

Firm	Client/advisor ratio	Clients	Advisors	Staff
ACA/Prudent Investors Planning Corporation	Very High 880	880	1	2
Plan Confidence Corporation	Very High 859	859	1	3
Sierra Asset Management	Very High 849	849	1	3
Preston Investments	Very High 842	2,526	3	4
Amplify Financial, LLC	Very High 801	1,601	2	7
Meixler Investment Management, Ltd.	Very High 561	561	1	1
Pacifica Partners Capital Management	Very High 544	544	1	10
Catalyst Financial NW Corporation	Very High 527	1,054	2	4
Arta Finance	Very High 522	1,043	2	68
CWP Private Wealth Management	Very High 511	511	1	5
Superior Planning Wealth Management & Family Office	Very High 509	509	1	12
Redwood Coast Financial Partners	Very High 494	987	2	4
Lange Financial Group, LLC	Very High 462	462	1	6
WJ Wealth Management	Very High 454	907	2	6
Private Wealth Advisors	Very High 445	890	2	6
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Encore Wealth Advisors	Very High 437	437	1	4
MFP Financial Services, LLC	Very High 428	1,284	3	5
American Retirement Planning Group Inc	Very High 398	796	2	5
Peterson Wealth Management, LLC	Very High 381	1,144	3	7
Sapphire Blue Investment Partners	Very High 376	376	1	4
R2 Wealth Management Partners	Very High 369	737	2	8
Asia Pacific Financial Management Group, Inc.	Very High 354	1,417	4	9
Gunderson Capital Management	Very High 347	694	2	4
Webb Financial Group	Very High 337	673	2	8
Arroyo Investment Group, LLC	Very High 335	335	1	8
McAlvany Wealth Management, LLC	Very High 325	650	2	5
Regents Partners, LLC	Very High 322	322	1	3
Encompass Wealth Advisors, LLC	Very High 318	1,272	4	5
Elevation Capital Advisory	Very High 316	631	2	8
SavvyFi	Very High 307	307	1	15
Simplifi, Inc.	Very High 301	301	1	5
Its Asset Management, L.P.	Very High 293	586	2	9
S&A Financial Services, Inc.	Very High 290	1,160	4	7
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Immaculate Wealth Management, LLC	Very High 287	574	2	2
Portfolio Wealth Advisors	Very High 283	283	1	3
Retirement Planning Specialists, Inc.	Very High 278	556	2	2
Sanchez Gaunt Capital Management, LLC	Very High 277	830	3	5
Hawke Financial Group	Very High 276	551	2	2
Claremont Financial Group,Inc.	Very High 275	275	1	4
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
Campbell Capital Management Inc	Very High 265	265	1	3
Wall Capital Group, Inc.	Very High 265	794	3	5
Prevail Wealth Management	Very High 264	264	1	5
Newbore Wealth Management, Inc.	Very High 264	528	2	3
Jones & Associates Premier Financial Solutions	Very High 260	519	2	3
Retirement Evolutions Wealth Management LLC	Very High 259	517	2	5
First Dallas Securities Incorporated	Very High 253	253	1	20
Latko Wealth Management, Ltd.	Very High 250	499	2	7
Hammond Iles Wealth Advisors	Very High 243	971	4	7
Baring Financial LLC	Very High 242	483	2	3
Maynerich Financial	Very High 239	478	2	6
Challenger Wealth Management	Very High 238	238	1	3
Pacific Financial Strategies, Inc.	Very High 238	713	3	5
Des Moines Investments, LLC	Very High 233	700	3	4
Piedmont Capital Management, LLC	Very High 232	464	2	3
Clarity Wealth Management, L.L.C.	Very High 232	927	4	5
Trademark Financial Management, LLC	Very High 229	458	2	5
Vista Advisor Group, LLC	Very High 229	686	3	5
Private Wealth Group, LLC	Very High 228	228	1	2
Members Advisory Group, LLC	Very High 227	906	4	7
Kiker Wealth Management, LLC	Very High 224	894	4	9
Intermountain Wealth Management, Inc.	Very High 223	446	2	3
TFP Management, LLC	Very High 220	660	3	4
Stock Management LLC	Very High 220	439	2	2
Palouse Capital Management, Inc.	Very High 219	877	4	4
Crown Point Wealth Advisors	Very High 218	653	3	3
Best Invest	Very High 217	651	3	4
RBA Wealth Management, LLC	Very High 211	421	2	7
Periope, LC	Very High 209	628	3	3
4:8 Financial	Very High 205	821	4	8
Brixton Capital Wealth Advisors, LLC	Very High 205	819	4	7
Integrity Wealth Advisors, LLC	Very High 205	818	4	10
Cortez Wealth Management	Very High 204	204	1	3
Wagner Planning	Very High 203	203	1	5
Axiom Investment Management LLC	Very High 201	201	1	10
Virtus Financial Partners	Very High 201	602	3	6
Miller Financial Services, Inc.	Very High 200	200	1	3
Bates Financial Advisors, Inc.	Very High 199	397	2	5
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
Acute Investment Advisory	Very High 197	787	4	4
Wealthguard Advisors, Inc.	Very High 195	390	2	5
Fund Advisors of America Inc	Very High 195	585	3	3
Graystone Partners Wealth Management, LLC	Very High 194	581	3	5
Lefavi Wealth Management	Very High 192	576	3	5
Washington Park Capital Management, LLC	Very High 191	191	1	3
Carlson Wealth, LLC	Very High 191	191	1	4
Financial Forum, Inc.	Very High 191	572	3	4
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Greystone Financial Group, LLC	Very High 189	566	3	8
Fiduciary Solutions LLC	Very High 188	563	3	3
Morey & Quinn Wealth Partners	Very High 183	548	3	4
Longevity Capital Management	Very High 182	182	1	3
Wayfinding Financial, LLC	Very High 181	361	2	5
January Capital Advisors LLC	Very High 180	180	1	4
Evergreen Wealth Partners LLC	Very High 177	708	4	9
BCO Wealth Management, LLC	Very High 175	526	3	9
Premiere Wealth Advisors, LLC	Very High 175	350	2	3
Abound Financial	Very High 175	525	3	3
Stride Investments, LLC	Very High 175	524	3	8
APEX Investment Group	Very High 173	519	3	6
Peterson Financial Group, Inc.	Very High 172	516	3	11
Wright Wealth Management Group	Very High 168	168	1	4
Steady Returns	Very High 168	336	2	3
Bell & Brown Wealth Advisors, LLC	Very High 167	500	3	3
Legacy Wealth Management Inc.	Very High 166	665	4	10
Stangier Wealth Management	Very High 165	496	3	4
Evermont Wealth	Very High 165	496	3	4
Financial Strategies Group	Very High 165	659	4	10
Paladin Financial	Very High 165	494	3	7
Shaker Financial Services	Very High 165	329	2	6
Lakeshore Financial Planning Inc.	Very High 164	491	3	5
Snowball Wealth Management	Very High 162	162	1	4
Spectrum Wealth Advisory Group, LLC	Very High 162	646	4	5
Burrus	Very High 161	322	2	5
SharpePoint, LLC	Very High 160	479	3	5
MarketRiders	Very High 159	477	3	6
Olde Wealth Management, LLC	Very High 157	313	2	3
Cadence Wealth Management, LLC	Very High 156	156	1	3
Kellett Wealth Advisors, LLC	Very High 155	465	3	4
First Nebraska Financial Services	Very High 154	463	3	7
Cosner Financial Group, LLC	Very High 154	614	4	5
Roxie Webb Securities Management,Inc.	Very High 154	307	2	2
The Clark Group Asset Management	Very High 153	458	3	5
Pinnacle Wealth Management, LLC	Very High 153	458	3	5
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
Capstone Pacific Investment Strategies	Very High 151	302	2	2
Secured Retirement Advisors, LLC	Very High 151	602	4	6
Hofer & Associates Wealth Management	Very High 150	300	2	4
Johnson Financial Advisors	Very High 149	297	2	5
Masus Financial Group, Ltd.	Very High 148	296	2	4
Arrian Investments, Inc.	Very High 147	442	3	5
Kanani Advisory Group Inc.	Very High 147	589	4	8
D & G Advisory Group, L.L.C.	Very High 147	293	2	3
Portland Private Wealth Management, Inc.	Very High 146	439	3	5
Kachkovsky & Fisher, Inc.	Very High 146	439	3	6
Wilkerson Advisory Group LLC	Very High 146	582	4	10
Boulder Investment Group	Very High 144	144	1	3
Wood Tarver Financial	Very High 144	575	4	5
Candace Shira Associates, LLC	Very High 144	431	3	4
Wolfgang Capital	Very High 143	430	3	5
R2 Wealth Management Partners	Very High 143	430	3	3
Next Level Wealth Planning, LLC	Very High 143	572	4	5
Midwest Financial Associates, Inc.	Very High 143	286	2	4
True Blue Financial, LLC	Very High 143	570	4	4
Summit Wealth Group, LLC	Very High 141	282	2	8
Hergenroeder Financial Advisors, Inc.	Very High 140	421	3	6
3 Peaks Financial	Very High 140	280	2	3
Fischer Investment Strategies, LLC	Very High 139	418	3	5
Littlejohn Financial Services Inc	Very High 139	555	4	8
Haas Financial, Inc.	Very High 138	138	1	4
Allied Portfolio Management, Inc.	Very High 137	137	1	2
Perkins Capital Management Inc	Very High 137	137	1	9
Hansen & Associates Financial Group Inc.	Very High 136	545	4	4
Westmark Wealth Management	Very High 136	543	4	4
Wellspring Advisors, Inc.	Very High 136	271	2	5
WealthFD	Very High 135	406	3	16
Fonte Financial Advisors	Very High 135	135	1	3
Wisdom Wealth Investment Advisors LLC	Very High 135	270	2	2
Hardworking Capital Advisors, LLC	Very High 135	269	2	2
Sonnet, LLC	Very High 135	269	2	4
Enspyre Wealth Advisors, Inc.	Very High 133	133	1	3
Advisifi LLC	Very High 133	133	1	6
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Capstone RIA	Very High 131	262	2	3
Overson Advisory Group	Very High 131	131	1	3
Garnett Investment Strategies	Very High 131	262	2	5
Schwan Financial Advisors, LLC	Very High 131	261	2	2
Hesen & Haslam	Very High 131	261	2	5
Hillspring Financial, Inc.	Very High 130	260	2	4
StoneCrest Wealth Management, Inc	Very High 128	385	3	4
Josh Arnold Investment Consultant, LLC	Very High 128	256	2	2
M1 Capital Management LLC	Very High 128	383	3	12
Alcyon Wealth Partners	Very High 128	383	3	5
Woodfield Financial Advisors, Inc.	Very High 128	383	3	3
Pacific Sun Financial Corp	Very High 127	382	3	4
Rooted Financial Group, LLC	Very High 127	254	2	3
Leslie Global Wealth, LLC	Very High 127	380	3	6
Goldman Lancaster, Inc.	Very High 127	380	3	5
Presidio Wealth Management	Very High 126	379	3	5
Beta Wealth Group, Inc	Very High 126	378	3	3
Sterling Retirement Group of Sacramento	Very High 126	503	4	4
M Premier Partners	Very High 126	251	2	3
M&M Wealth Management, LLC	Very High 126	251	2	2
RS Asset Management, LLC	Very High 126	251	2	2
Embarcadero Capital Advisors, Inc.	Very High 125	250	2	2
The Bottom Line Wealth Management Ltd.	Very High 125	250	2	3
Demars Financial Group LLC	Very High 125	498	4	4
Bridgeway Wealth Management, LLC	Very High 124	248	2	2
Glenwood Investment Group, LLC	Very High 123	370	3	4
Embark Wealth Management, LLC	Very High 123	369	3	3
Triton Financial Group, Inc	Very High 123	246	2	5
Rachor Investment Advisory Services, LLC	Very High 123	490	4	16
Mokosak Advisory Group, LLC	Very High 123	490	4	4
Winters Financial Group, Inc.	Very High 122	244	2	3
Investment Managers Group, LLC	Very High 122	244	2	2
True North Retirement Advisors, LLC	Very High 122	365	3	7
Phillip B. White Co., Inc	Very High 122	243	2	2
Florin Pensions LLC	Very High 121	485	4	5
Wager Wealth Management and Financial Planning LLC	Very High 121	121	1	3
Oliver Wealth Management	Very High 121	484	4	6
Fleming Financial Services	Very High 120	478	4	8
M Wealth Management, LLC	Very High 119	358	3	3
Torrey-Payne Wealth Management	Very High 119	237	2	2
Petix & Botte Financial	Very High 118	473	4	4
Copper Beech Financial Group, LLC	Very High 118	118	1	9
Aim Capital	Very High 118	236	2	2
Premier Southwest Planning Group, LLC	Very High 118	353	3	6
Hurley Financial Group, Inc.	Very High 117	467	4	6
Krueger Financial	Very High 117	350	3	3
Cornerstone Advisors	Very High 116	464	4	4
Capital Wealth Alliance, LLC	Very High 116	348	3	5
Cottonwood Wealth Strategies, LLC	Very High 115	230	2	5
Five Pine Wealth	Very High 115	345	3	3
Lighthouse Financial Services Inc	Very High 115	458	4	6
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Sun Group Wealth Partners LLC	Very High 114	341	3	7
Buttonwood Capital Management (BCM)	Very High 113	340	3	6
Broadlake Financial Management	Very High 113	451	4	5
Your Private Client Group, Inc.	Very High 113	225	2	2
Ipsen Advisor Group	Very High 112	337	3	5
MFA Wealth Services	Very High 112	224	2	3
TABR Capital Management, LLC	Very High 112	223	2	3
Turner Capital Investments, LLC	Very High 111	333	3	4
Cooper Financial Investments, LLC	Very High 111	222	2	2
Pro Tax Financial Services, LLC	Very High 110	110	1	7
T. Anton Investment House, Inc.	Very High 109	328	3	6
AllSquare Wealth Management, LLC	Very High 109	436	4	5
McCarthy Asset Management, Inc.	Very High 109	218	2	4
Advanced Planning Advisors Group Inc.	Very High 109	217	2	2
Sunstone Financial	Very High 108	216	2	2
Trueblood Wealth Management, LLC	Very High 108	323	3	3
Saperston Legacy Advisors, Inc.	Very High 107	429	4	5
Fifr	Very High 107	214	2	2
Finer Wealth Management, Inc.	Very High 107	213	2	7
Strada Financial Group LLC	Very High 107	213	2	4
Strategic Wealth Partners LLC	Very High 106	212	2	4
Planwiser Financial	Very High 106	211	2	4
Templeton Financial Services Inc.	High 105	315	3	4
Boyle Capital	High 105	418	4	5
MSP Wealth Management, LLC	High 104	414	4	6
Greystone Financial & Estate Services, Inc.	High 104	207	2	2
FamilyWealth Asset Management	High 103	413	4	4
Global Investment Company	High 103	103	1	3
Biltmore Wealth Management, LLC	High 102	307	3	4
Cascade Financial Strategies	High 102	307	3	5
Sage Investment Advisers LLC	High 102	307	3	5
Wealthspring	High 102	409	4	7
Cambridge Financial Group, Inc.	High 102	306	3	6
Bradley Wealth LLC	High 102	204	2	5
Red Mountain Financial Partners	High 102	306	3	3
RBP Investment Advisors Inc.	High 102	102	1	4
Clearwave Capital	High 102	305	3	3
Wilkinson Wealth Management, LLC	High 102	203	2	2
EPS Wealth Management	High 101	304	3	8
Waystone Advisors LLC	High 101	303	3	13
Parker Financial LLC	High 101	302	3	5
Dickmeyer Boyce Financial Management, Inc	High 101	402	4	8
Mission Hills Financial Advisory LLC	High 100	301	3	6
Credentialed Wealth Advisors, LLC	High 99	297	3	4
Future Bright	High 99	396	4	4
Dachtler Wealth Advisors, LLC	High 99	198	2	4
Wealth Management Solutions	High 99	99	1	4
Ticino Wealth	High 99	296	3	4
AIO Financial, LLC	High 99	197	2	4
Comprehensive Physicians Retirement Investing	High 99	197	2	2
RW Baker Wealth Management Group LLC	High 98	196	2	2
Koenig Investment Advisory, LLC	High 98	293	3	3
Callahan Capital Management	High 97	389	4	5
Financial Planning First, LLC	High 97	291	3	3
The Ivy League Advisory Group, LLC	High 97	194	2	2
Integrated Financial Solutions, PLLC	High 96	289	3	4
Investors Portfolio Services LLC	High 96	289	3	3
VCP Financial LLC	High 96	385	4	5
Hippocratic Financial Advisors	High 96	382	4	29
Elevation Advisory Partners LLC	High 95	378	4	5
Western Growers Financial Services, Inc.	High 94	281	3	4
Clearview Wealth Management	High 94	281	3	4
Northland Capital Management	High 94	281	3	6
MKT Advisors LLC	High 94	374	4	6
Global Financial Advisory Services, Inc.	High 93	280	3	3
Cypress Capital Management, LLC	High 93	185	2	4
Applewhite & Buys Financial Advisors	High 93	185	2	2
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
Game Plan Financial Advisors, LLC	High 93	185	2	5
SKG Capital Advisors, LLC	High 92	277	3	3
True Vision Financial Advisors	High 92	367	4	9
Urban Wealth Management (UWM)	High 92	275	3	5
Summit Wealth Management Group, Inc.	High 92	366	4	4
Cohesion Wealth Management, LLC	High 91	364	4	5
Sonmore Financial LLC	High 91	91	1	4
Capital Wealth, LLC	High 91	272	3	4
TJT Capital Group, LLC	High 91	181	2	4
Quantum Private Wealth, LLC	High 90	90	1	6
Treiberg Wealth Management	High 90	270	3	6
ATLAS Lifestyle Planning Group LLC	High 90	180	2	2
Financial Partners, LLC	High 89	268	3	4
Snider Advisors	High 89	357	4	4
Vista Cima Wealth Management LLC	High 89	266	3	3
Tortuga Wealth Management	High 89	354	4	4
Stephenson and Company, Inc.	High 88	265	3	5
WorthWhile Wealth Council	High 88	176	2	4
Rice Financial Consulting, Inc.	High 88	351	4	5
Unique Investment Advisors, LLC	High 88	175	2	2
AG Financial	High 88	175	2	2
Quantumvest, Inc.	High 87	174	2	7
Almega Wealth Management	High 87	261	3	6
Babb Wealth Advisors LLC	High 87	347	4	8
TradeWinds Wealth Management	High 87	260	3	4
Scottsdale Wealth Advisory LLC	High 87	173	2	4
Capital West Partners, LLC	High 87	173	2	3
Endeavor Advisors LLC	High 86	344	4	4
Para Wealth Advisors, Inc.	High 86	257	3	4
Burnham & Company LLC	High 86	171	2	2
The Professional Financial Company LLC	High 85	255	3	7
Bowers Wealth Management, Inc.	High 85	170	2	2
Stewardship Financial	High 85	255	3	3
Diazo, LLC	High 85	339	4	9
Johnson Wealth Management, LLC	High 85	169	2	2
Klein Pavlis & Peasley Financial, Inc.	High 84	336	4	5
Integrity Wealth Management, Inc.	High 84	167	2	2
Midwest Heritage Financial Advisors	High 84	334	4	6
Ensign Advisory Partners LLC	High 83	248	3	3
Vine Capital Management, LLC	High 83	165	2	2
O'Brien Investment Management, LLC	High 83	165	2	3
Sagent Wealth Management	High 82	82	1	3
Hatree Advisory Group, LLC	High 82	82	1	3
Investable	High 81	81	1	4
Leeward Financial Partners, LLC	High 80	241	3	3
Releve Financial Group	High 80	321	4	7
McNaughton Wealth Management, LLC	High 80	240	3	6
Koa Wealth Management, LLC	High 80	160	2	6
Access Financial Services, Inc.	High 80	318	4	10
Foresee Wealth Advisors	High 79	158	2	2
Harold Davidson & Associates, Inc.	High 79	237	3	7
Concinnus Financial, Inc	High 79	158	2	2
IQVestment, LLC	High 78	235	3	5
Peak Investment Solutions, LLC	High 78	78	1	4
Whealthy Empowerment Network	High 78	156	2	3
Ffg Retirement Counseling	High 78	156	2	5
Second 50 Financial	High 78	156	2	5
Thunderbird Wealth Management, Inc.	High 78	155	2	2
Navigoe, LLC	High 78	155	2	3
Arete Financial Solutions, LLC	High 77	154	2	4
Mathies Financial Partners	High 77	308	4	4
Rogue Advisors, LLC	High 77	154	2	2
Stone Summit Wealth LLC	High 77	231	3	3
Tealwood Asset Management	High 77	230	3	7
RAI Wealth Management	High 76	229	3	5
Capital Strategies Group, LLC	High 76	228	3	5
Dynamic Wealth Advisors	High 76	304	4	4
Financial Investment Team ("FIT")	High 76	303	4	5
Sikorski Wealth Management, LLC	High 76	227	3	3
The Foundation Investment Group	High 76	151	2	6
TFS Advisors, LLC	High 76	151	2	3
Boyer Financial Services, Inc.	High 75	226	3	7
Gebhardt Group, Inc	High 75	225	3	7
Downing Street Wealth Management LLC	High 75	150	2	2
Enduring Wealth Advisors	High 75	225	3	4
Arlington Wealth Management	High 75	224	3	5
Redeem Wealth Management	High 75	224	3	4
Financial Life Planners	High 75	298	4	7
Keystone Financial Services	High 75	298	4	4
Fiduciary Capital, Inc.	High 75	298	4	5
APEX Wealth Advisors LLC	High 74	223	3	3
The Financial Team, Inc.	High 74	147	2	2
Stone Island Financial Planning	High 74	147	2	4
Zephyr Wealth Management	High 73	220	3	6
Pecaut Wealth Management	High 73	219	3	6
CAM Investor Solutions	High 73	146	2	3
Wealth For you Financial, LLC	High 73	292	4	4
Malaga Cove Capital, LLC	High 73	218	3	4
Ares Financial Consulting LLC	High 72	289	4	5
Russell Capital Management, LLC	High 72	289	4	4
COPIA Wealth Management	High 72	288	4	4
Laguna Wealth Advisors, LLC	High 72	288	4	4
Intrinsic Wealth Counsel, Inc.	High 72	216	3	7
Hanseatic Management Services Inc	High 72	216	3	4
Legend Financial Advisors Inc	High 72	215	3	11
Stapp Wealth Management, PLLC	High 72	215	3	3
Investable Wealth, LLC	High 72	143	2	2
Martin Capital Partners, LLC	High 72	286	4	4
Eaton-Cambridge Inc.	High 71	285	4	11
Watch Guard Capital LLC	High 71	141	2	2
Cannon Capital Management, Inc.	High 70	211	3	8
River Crescent Advisors, LLC	High 70	140	2	2
Cole Wealth Management, LLC	High 70	280	4	4
Luminvest Wealth Management LLC	High 70	140	2	5
Rabe Investment Consulting Group	High 70	140	2	3
Partnership Wealth Management	High 70	139	2	3
ProFocus Incorporated	High 70	139	2	7
Legacy Investment Services, LLC	High 69	277	4	4
Private Wealth Solutions, LLC	High 69	275	4	5
First Wilshire Securities Management, Inc.	High 69	275	4	9
Williams & Novak Wealth Management, LLC	High 69	275	4	8
Columbia River Financial Group	High 69	274	4	4
Syrios Wealth Management Group	High 69	137	2	3
Conservative Wealth Management LLC	High 68	68	1	1
Rise Private Wealth Advisors	High 68	135	2	2
Decision Investments, Inc.	High 68	135	2	3
Clarity Asset Management, Inc.	High 68	270	4	5
Counterpoint Asset Management LLC	High 68	270	4	6
Fjell Capital	High 67	202	3	4
Barden Capital Management, Inc.	High 67	202	3	3
Noble Wealth Partners	High 67	134	2	3
CPA Advisory Services, P.C.	High 67	134	2	2
Tactivest, LLC	High 67	200	3	3
Clearview Investment Partners, LLC	High 67	133	2	3
Financial Strategies, Inc.	High 66	199	3	6
WE Alliance Wealth Advisors, Inc.	High 66	265	4	9
Darden Wealth Group	High 66	264	4	5
Harvard Avenue Investment Advisory	High 66	131	2	3
Bruce G. Allen Investments, LLC	High 66	131	2	2
Life Wise Planning Group LLC	High 66	131	2	2
Bonfire Financial, LLC	High 65	261	4	4
Sevensuede Investment Advisor	High 65	130	2	2
DL Wealth Management Group	High 65	130	2	2
Wise Wealth Partners, LLC	High 65	129	2	2
Titan Capital Management	High 65	129	2	3
Salient Wealth Planning	High 64	193	3	4
Richardson Financial Services	High 64	192	3	6
Financial Service Group Inc	High 64	192	3	8
Tandem Investment Partners, LLC	High 64	191	3	4
Vector Financial Solutions, Inc.	Typical 64	127	2	3
Taurum Retirement Partners, LLC	Typical 64	127	2	2
Guardian Wealth Advisors, LLC	Typical 64	254	4	7
Adair Wealth Management	Typical 63	126	2	2
Shared Vision Wealth Group	Typical 63	189	3	3
The Planning Group	Typical 63	252	4	4
Emerald Blue Advisors	Typical 63	188	3	4
Heritage Family Offices, LLP	Typical 63	250	4	13
Capstone Wealth Advisors, LLC	Typical 63	125	2	3
Retirementadvice \| Jka	Typical 63	250	4	4
The Nestegg Group, Inc.	Typical 62	187	3	3
Halbert Wealth Management, Inc	Typical 62	249	4	5
Sterneck Capital Management LLC	Typical 62	249	4	5
CORE Financial Advisors	Typical 62	249	4	5
American Financial Management, Ltd.	Typical 62	124	2	2
Dwyer Financial, LLC	Typical 62	124	2	2
Trace Wealth Advisors	Typical 62	62	1	1
Pacific Landfall	Typical 62	123	2	2
Holm & Cawley Financial Group LLC	Typical 61	245	4	5
Red SEVEN	Typical 61	244	4	4
Core Capital Management and Research Inc.	Typical 61	244	4	4
Keystone Advisory Group	Typical 61	122	2	3
Foothills Advisors, LLC	Typical 61	182	3	3
Oak Asset Management, LLC	Typical 61	242	4	4
Village Wealth Advisors	Typical 60	240	4	4
Capital Consulting & Asset Management	Typical 60	180	3	8
Shearwater Capital	Typical 60	180	3	4
Eddleman & Eddleman Inc	Typical 60	120	2	2
Optimist Retirement Group, LLC	Typical 60	119	2	2
Denali Wealth Management, Inc.	Typical 59	236	4	6
Sitrin Capital Management, LLC	Typical 59	236	4	6
Stewardship Wealth Advisors	Typical 59	117	2	2
Integrity Investment Advisors	Typical 59	117	2	4
Mench Financial Inc	Typical 58	175	3	4
Dogwood Wealth Management, LLC	Typical 58	233	4	6
CMG Financial Consulting	Typical 58	116	2	4
IRON Financial LLC	Typical 58	232	4	10
Athena Advisor Services, LLC	Typical 58	174	3	3
Bridgelight Capital LLC	Typical 58	173	3	4
Prosperity Wealth Planning LLC	Typical 57	172	3	6
SL Capital	Typical 57	229	4	4
Review Services Inc	Typical 57	171	3	3
Harding Wealth, Inc.	Typical 56	169	3	4
Rivertree Wealth	Typical 56	167	3	5
Gevers Wealth Management	Typical 56	167	3	5
American Wealth Administration Group LLC	Typical 56	167	3	3
Arbor Wealth Management, LLC	Typical 56	111	2	2
Envision Retirement LLC	Typical 55	166	3	3
RMH Investment Management, LLC	Typical 55	110	2	3
Green Peaks Planning	Typical 55	109	2	2
FSG Financial Services, Inc.	Typical 54	163	3	3
Bannerman Wealth	Typical 54	163	3	5
FPC Investment Advisory, Inc.	Typical 54	162	3	5
Optima Capital Management	Typical 54	215	4	4
Intentional Wealth Strategies	Typical 54	161	3	4
CBG & Company, Inc.	Typical 54	161	3	9
Aligne Wealth Advisors Investment Management (AWAIM)	Typical 52	209	4	5
Delarme Wealth Management, Inc.	Typical 52	156	3	3
Janus Financial	Typical 52	52	1	3
Ehrlich Financial Group	Typical 52	207	4	5
Kinghorn Law \| Financial	Typical 51	153	3	22
Witnauer Sloan & Associates LLC	Typical 51	102	2	2
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Axia Wealth Management Inc	Typical 51	152	3	4
ACP Investment Management	Typical 51	152	3	4
44 Wealth Management LLC	Typical 50	201	4	5
Echo45 Advisors LLC	Typical 50	201	4	8
Skymark Advisors LLC	Typical 50	50	1	3
Holistic Finance LLC	Typical 50	198	4	5
Noble Wealth Management P.B.C.	Typical 49	196	4	5
Gould Capital, LLC	Typical 49	146	3	3
MKT and Associates LLC	Typical 49	146	3	6
Waterrock Global Asset Management	Typical 49	146	3	3
Medicus Wealth Planning, Inc.	Typical 49	194	4	5
Insight Investment Advisers LLC	Typical 48	145	3	5
Universal Wealth Management LLC	Typical 48	145	3	5
Cox Advisors, LLC	Typical 48	96	2	2
Levin Funding Group LLC	Typical 48	48	1	2
Sacks & Associates, LLC	Typical 48	143	3	4
Kenora Financial, LLC	Typical 48	190	4	7
Strategic Advocates, LLC	Typical 47	141	3	3
TerraFirma Wealth Partners	Typical 47	94	2	3
Wakefield Asset Management, LLLP	Typical 47	188	4	11
Marin Wealth Advisors LLC	Typical 47	94	2	3
Virtue Wealth Counsel, LLC	Typical 47	141	3	3
RPM Capital Management, LLC	Typical 47	140	3	3
Sterling Investment Management, LLC	Typical 46	139	3	8
Ridgeline Private Wealth	Typical 46	185	4	6
Investor Resources Inc	Typical 46	92	2	2
Insight Investment Counsel	Typical 46	92	2	5
Burton Wealth Management	Typical 46	92	2	2
Alpha Fiduciary	Typical 46	91	2	4
McCauley Investment Advisory, LLC	Typical 46	91	2	2
RK Retirement Solutions LLC	Typical 45	90	2	2
Vestpointe Wealth Management, LLC	Typical 45	89	2	3
Pogson & Matt Wealth Management Group	Typical 44	133	3	3
Perspective Wealth Advisors	Typical 44	176	4	7
Invest Smart USA, Inc.	Typical 44	88	2	2
The Freyr Group	Typical 44	132	3	3
Essential Investing	Typical 44	87	2	2
Global Value Investment Corporation	Typical 44	174	4	11
Wiser Advisor Group	Typical 43	130	3	3
Shepherd Wealth & Retirement LLC	Typical 43	129	3	4
GKV Capital Management Co Inc	Typical 43	172	4	4
Radix Wealth	Typical 43	86	2	2
Montoya Wealth Management	Typical 43	86	2	2
DWR Wealth Management, LLC	Typical 43	171	4	4
17 Capital Partners, LLC	Typical 43	128	3	7
GPS Investments	Typical 43	85	2	3
Holton & Kosanke Wealth Management, LLC	Typical 42	127	3	3
Davies Financial Advisors, Inc.	Typical 42	125	3	10
Modern Wealth LLC	Typical 42	125	3	3
Evergreen Private Wealth	Typical 42	166	4	4
Bane O'Leary LLC	Typical 42	166	4	4
Impact Wealth Management	Typical 41	124	3	5
BENCHMARK INVESTMENT ADVISORS LLC	Typical 41	122	3	6
Growth Horizons Wealth Management LLC	Typical 41	81	2	2
WLTH Capital Management, LLC	Typical 41	81	2	5
Scottsdale Wealth Planning, Inc.	Low 40	79	2	2
Eiger Wealth Management, LLC	Low 39	118	3	6
Vigilare Wealth Management LLC	Low 39	157	4	6
Paracca Financial Group	Low 39	78	2	2
TrueWealth Financial Partners	Low 39	156	4	4
NRG Wealth Management	Low 39	155	4	5
Abridge Partners, LLC	Low 39	116	3	5
Freedom Family Office, LLC	Low 39	116	3	10
MacDougall Financial Counseling	Low 39	116	3	3
Weatherhelm Capital Management LLC	Low 39	77	2	4
Pacific Canyon Investments	Low 39	77	2	2
Main Avenue Financial Services, LLC	Low 39	77	2	2
Guided Capital Wealth Management, LLC	Low 38	153	4	5
Datalign	Low 38	38	1	20
Smart Portfolios, LLC	Low 38	150	4	6
Paradigm Money Management, LLC	Low 38	150	4	4
Wealth Planning Advisors LLC	Low 37	112	3	3
Victory Wealth Services, LLC	Low 37	149	4	4
Transition Financial Advisors Group, LLC	Low 37	149	4	7
Capital Asset Advisors LLC	Low 37	74	2	3
McBroom & Associates, LLC	Low 37	110	3	4
Flatrock Wealth Partners LLC	Low 37	73	2	5
Steward Advisors Group, LLC	Low 36	109	3	11
Backbone Planning Partners LLC	Low 36	109	3	4
Optivest, Inc.	Low 36	108	3	4
Red Spruce Capital, LLC	Low 36	143	4	4
Intrinsic Value Partners, LLC	Low 36	71	2	3
Iron River Capital LLC	Low 36	142	4	5
Evergreen Wealth Advisors	Low 36	142	4	18
3Roots Wealth Partners LLC	Low 35	106	3	3
Provident Financial Planning, LLC	Low 35	70	2	2
Bulwark Capital Corporation	Low 35	70	2	2
Haws Financial Planning LLC	Low 35	105	3	5
R.H. Investment Group, LLC	Low 35	35	1	2
Hoskin Capital	Low 35	70	2	4
Align Wealth Management, LLC	Low 35	69	2	2
Wealth Guardian Advisory, PLLC	Low 35	69	2	2
Gordian Advisors, LLC	Low 34	103	3	3
Five Mile River Investment Management, LLC	Low 34	103	3	4
Zenith Investment Management, LLC	Low 34	101	3	6
Marest Capital, LLC	Low 34	67	2	3
Alo Financial Planning	Low 34	67	2	2
Atala Financial Inc	Low 34	67	2	3
Switchpoint Financial Planning LLC	Low 33	100	3	3
Oak Road Wealth Management	Low 33	100	3	3
Hamrick Investment Counsel, LLC	Low 33	99	3	3
Bridge Financial Strategies	Low 33	65	2	4
Private Client Wealth Advisors, LLC	Low 32	97	3	3
Hamsher Wealth Management, LLC	Low 32	64	2	2
Madrid Wealth Management	Low 32	128	4	4
Oppenheimer + Close, LLC	Low 32	126	4	5
Atlas Wealth Management, LLC	Low 31	93	3	3
Taylor Advisory Group	Low 31	62	2	2
Bonsai Financial	Low 31	62	2	2
Brightscape Investment Centers	Low 31	123	4	4
JR Snell Capital Management, LLC	Low 31	61	2	2
Coherent Financial Advisers, LLC	Low 31	61	2	2
August Wealth Group, Inc.	Low 30	60	2	2
Clout Inc. Advisors	Low 30	60	2	2
Abbey Hill Financial Advisors, LLC	Low 30	60	2	2
Private Asset Management Inc	Low 30	60	2	4
Purposeful Strategic Partners	Low 29	58	2	2
DeWitt Capital Management	Low 28	85	3	4
West Coast Capital Management, LLC	Low 28	84	3	8
Luminescent Wealth Management, Inc.	Low 28	56	2	2
Strategic Wealth Advisors, LLC	Low 28	111	4	4
Flagstone Financial Advisors, Inc.	Low 28	55	2	2
Masters Tax and Financial Planning LLC	Low 27	54	2	2
The Table Financial Planning LLC	Low 27	108	4	4
DBA Generational Wealth Strategies	Low 27	53	2	2
Naylor & Company	Low 26	104	4	4
77 Financial Group	Low 26	78	3	3
Point Bridge Capital, LLC	Low 26	26	1	2
TruePath Financial Planning	Low 26	77	3	3
Fern Financial Group, LLC	Low 26	77	3	3
SG Wealth Managers LLC	Low 26	77	3	3
Prosper Private Wealth	Low 26	51	2	3
Fiduciary Architects LLC	Low 24	48	2	2
Wold Financial Group	Low 24	72	3	3
Merit Advisors, Inc.	Low 24	96	4	4
Just Futures	Low 24	95	4	6
Clear Skies Financial	Low 23	46	2	2
Zeches Wealth Management	Low 23	91	4	4
Sanctuary Advisors	Low 23	45	2	2
Granite Capital Wealth Management LLC	Low 23	45	2	3
Fountain Financial Group, Inc.	Low 22	66	3	5
Perini Capital	Low 21	64	3	5
Zenith Wealth Advisors	Very Low 21	85	4	4
WPA Family Office, LLC	Very Low 21	21	1	5
Windrock Wealth Management	Very Low 21	83	4	5
Farnam Financial	Very Low 20	81	4	4
Prudent Prospera Planning, Inc.	Very Low 20	40	2	2
Process Design Capital Management LLC	Very Low 20	79	4	4
Ocotillo Wealth Management LLC	Very Low 19	38	2	2
WealthX Advisors	Very Low 19	37	2	2
Evolve Wealth Advisors LP	Very Low 18	55	3	3
Sunrise Wealth Management, LLC	Very Low 18	36	2	2
Catherine R.. Smith, Financial Planner, LLC	Very Low 18	18	1	3
Lifestyle Planning, LLC	Very Low 18	54	3	3
Iliad Wealth Solutions	Very Low 17	51	3	3
White Pine Financial LLC	Very Low 17	34	2	2
Kenney Investments Inc	Very Low 17	33	2	2
Arcvest, LLC	Very Low 17	33	2	2
Bridge the Gap Retirement Planners	Very Low 16	32	2	2
Krozell Capital Management, LLC	Very Low 16	31	2	2
Vistamark Investments	Very Low 15	30	2	4
Filigree Wealth Advisors, LLC	Very Low 15	45	3	3
Prospera Capital Management, LLC	Very Low 15	44	3	3
PARK, MILLER, LLC	Very Low 15	44	3	4
Stone Wealth Strategies	Very Low 15	58	4	4
New Life Financial LLC	Very Low 14	27	2	2
Innovation Partners LLC	Very Low 13	26	2	305
Omni Investment Solutions LLC	Very Low 13	13	1	3
Exos Wealth Strategies, LLC	Very Low 13	51	4	5
Confluent Asset Management LLC	Very Low 12	24	2	2
Nautica Asset Management LLC	Very Low 11	22	2	2
Joselit Asset Management	Very Low 11	22	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Red Night Capital LLC	Very Low 11	32	3	4
SabriEnt Systems, LLC	Very Low 11	21	2	7
Bass Rocks, LLC / Bass Rocks Asset Management	Very Low 11	21	2	2
Tactical Tax Wealth Management	Very Low 10	20	2	3
Axiom Founders Family Office	Very Low 10	20	2	2
Simplified Wealth Management, LLC	Very Low 10	29	3	3
Legacy Financial Group	Very Low 10	29	3	7
SBC Investment Management, LLC	Very Low 10	19	2	3
GT Investment Management, LLC	Very Low 9	35	4	4
Sierra Legacy Group	Very Low 8	24	3	7
Kai Wealth LLC	Very Low 8	23	3	6
6\|21 Private Wealth	Very Low 7	14	2	2
Ridge Capital Advisors, LLC	Very Low 7	27	4	4
GBG Wealth Management LLC	Very Low 7	26	4	4
Mette Associates, LLC	Very Low 5	16	3	5
Sumnicht & Associates, LLC	Very Low 5	10	2	3
Dynic Wealth Management LLC	Very Low 5	15	3	3
Sunlight Peaks Financial Partners, LLC	Very Low 4	12	3	3
Zacks Intelligence LLC	Very Low 1	1	1	7
Global Wealth Partners, LLC	Very Low 1	2	2	2
Third Stanza Group	Very Low 1	1	2	2
Smartt Wealth Solutions, LLC	Very Low 0	1	3	3

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