Clients per advisor for Supported firms serving clients in Colorado

In Colorado, supported financial advisory firms tend to have a higher client load per advisor compared to the national median, with a state median of 68 clients per advisor versus the national median of 47. This suggests that Colorado firms often operate with more structured, scalable models, allowing advisors to manage larger client bases efficiently. With 622 supported firms in the state, clients can expect a range of service approaches, but many advisors likely balance personalized attention with streamlined processes. This higher client count may reflect a market where advisors leverage support staff to serve more clients without sacrificing service quality.

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
Zacks Intelligence LLC logo Zacks Intelligence LLC
Very Low 1
1
1
7
True Wealth, LLC logo True Wealth, LLC
Very Low 1
1
1
5
Financial Steward Associates, llc logo Financial Steward Associates, llc
Very Low 2
5
3
3
Hill and Labarre Wealth Management logo Hill and Labarre Wealth Management
Very Low 2
6
3
3
True Wealth Nation logo True Wealth Nation
Very Low 2
7
3
5
Proper Money Management LLC logo Proper Money Management LLC
Very Low 3
5
2
3
Legacy Ridge Capital Management, LLC logo Legacy Ridge Capital Management, LLC
Very Low 3
5
2
2
WMK Investment Partners logo WMK Investment Partners
Very Low 3
11
4
5
Stonegate Capital Management, LLC logo Stonegate Capital Management, LLC
Very Low 3
6
2
2
CG Maton Advisory, Inc.
Very Low 3
6
2
3
Sunlight Peaks Financial Partners, LLC logo Sunlight Peaks Financial Partners, LLC
Very Low 4
12
3
3
HP Wealth Management LLC logo HP Wealth Management LLC
Very Low 4
13
3
3
ConvexBeta Investments, LLC logo ConvexBeta Investments, LLC
Very Low 5
10
2
2
Divergent Capital Asset Management LLC logo Divergent Capital Asset Management LLC
Very Low 5
20
4
4
Athenainvest Advisors LLC logo Athenainvest Advisors LLC
Very Low 5
20
4
5
1st Financial Investment, Inc. logo 1st Financial Investment, Inc.
Very Low 5
16
3
8
1TaxFinancial logo 1TaxFinancial
Very Low 6
12
2
2
Sustainable Wealth Strategies, LLC logo Sustainable Wealth Strategies, LLC
Very Low 6
12
2
2
Sonoran Capital Management, LLC logo Sonoran Capital Management, LLC
Very Low 6
12
2
2
Nubian Square Investment Advisors, LLC logo Nubian Square Investment Advisors, LLC
Very Low 7
26
4
5
GBG Wealth Management LLC logo GBG Wealth Management LLC
Very Low 7
26
4
4
Cornbelt Financial, LLC logo Cornbelt Financial, LLC
Very Low 7
13
2
4
Sharper Image Financial Services, LLC logo Sharper Image Financial Services, LLC
Very Low 7
14
2
2
DP Grow LLC logo DP Grow LLC
Very Low 7
14
2
4
Myrna Mitchell, MBA, CFP
Very Low 8
15
2
2
Scope Wealth Management logo Scope Wealth Management
Very Low 8
23
3
3
Catey, Inc. logo Catey, Inc.
Very Low 8
16
2
2
Pearl Wealth LLC logo Pearl Wealth LLC
Very Low 8
16
2
3
Sky Ridge Wealth Management LLC logo Sky Ridge Wealth Management LLC
Very Low 9
17
2
2
Premier Wealth Solutions, LLC logo Premier Wealth Solutions, LLC
Very Low 9
17
2
2
Castle Pines Investment Management LLC
Very Low 9
17
2
2
New Line Capital, LLC
Very Low 9
26
3
3
Kisher Capital, LLC logo Kisher Capital, LLC
Very Low 9
27
3
3
XO Capital LLC logo XO Capital LLC
Very Low 9
18
2
4
Lynch Financial Group logo Lynch Financial Group
Very Low 9
18
2
2
Buttonwood Partners, Inc. logo Buttonwood Partners, Inc.
Very Low 9
28
3
3
Trinity Wealth logo Trinity Wealth
Very Low 10
29
2
3
Eves&Haines Wealth Management logo Eves&Haines Wealth Management
Very Low 10
20
2
2
Toro West Capital Advisors logo Toro West Capital Advisors
Very Low 11
21
2
4
J.P.Morgan Wealth Management Solutions Inc. logo J.P.Morgan Wealth Management Solutions Inc.
Very Low 11
32
3
65
Blue Granite Capital, LLC logo Blue Granite Capital, LLC
Very Low 11
34
3
3
Lift Asset Management logo Lift Asset Management
Very Low 12
23
2
2
Basile Financial Group, Inc. logo Basile Financial Group, Inc.
Very Low 12
23
2
2
Bonsai Advisors LLC logo Bonsai Advisors LLC
Very Low 12
35
3
12
Seven Mile Advisory LLC logo Seven Mile Advisory LLC
Very Low 12
36
3
4
Pilot Retirement Advisors
Very Low 13
25
2
2
Fowler Tax Advisors LLC
Very Low 13
25
2
2
Hampton Rock Wealth Management logo Hampton Rock Wealth Management
Very Low 13
51
4
5
Innovation Partners LLC logo Innovation Partners LLC
Very Low 13
26
2
305
Conexus Capital Management, LLC logo Conexus Capital Management, LLC
Very Low 13
26
2
2
District Capital Management, LLC logo District Capital Management, LLC
Very Low 13
40
3
5
New Frontier Wealth Management logo New Frontier Wealth Management
Very Low 14
27
2
2
MIFI Wealth, LLC logo MIFI Wealth, LLC
Very Low 14
54
4
4
Pantile Investments logo Pantile Investments
Very Low 14
14
1
4
Stone Wealth Strategies logo Stone Wealth Strategies
Very Low 15
58
4
4
Partners Capital Management, Inc. logo Partners Capital Management, Inc.
Very Low 15
29
2
2
Prospera Capital Management, LLC logo Prospera Capital Management, LLC
Very Low 15
44
3
3
Protocol Wealth, LLC logo Protocol Wealth, LLC
Very Low 15
44
3
3
BXM Wealth LLC logo BXM Wealth LLC
Very Low 15
61
4
4
Olsen Family Financial, LLC logo Olsen Family Financial, LLC
Very Low 15
46
3
3
Cooksen Wealth, LLC logo Cooksen Wealth, LLC
Very Low 15
46
3
3
Windham Financial Services, Inc. logo Windham Financial Services, Inc.
Very Low 16
31
2
2
Retire Right Planning, LLC logo Retire Right Planning, LLC
Very Low 16
31
2
2
The Wealth Conservancy, Inc. logo The Wealth Conservancy, Inc.
Very Low 16
47
3
6
Herges Capital Management logo Herges Capital Management
Very Low 16
32
2
2
Accession Partners LLC logo Accession Partners LLC
Very Low 16
16
1
3
Ventana Private Wealth LLC logo Ventana Private Wealth LLC
Very Low 17
33
2
3
Roots First Wealth Management logo Roots First Wealth Management
Very Low 17
33
2
2
Gulfstream Capital logo Gulfstream Capital
Very Low 17
66
4
4
Iliad Wealth Solutions logo Iliad Wealth Solutions
Very Low 17
51
3
3
Wealth Design Consulting, LLC
Very Low 17
52
3
3
Upleft Asset Management logo Upleft Asset Management
Very Low 18
53
3
3
Regista Financial Strategies, LLC logo Regista Financial Strategies, LLC
Very Low 18
36
2
2
J.W. Jarvis Investment Advisors
Very Low 18
18
1
4
Generous Wealth Management logo Generous Wealth Management
Very Low 18
72
4
6
Vista Finance, LLC logo Vista Finance, LLC
Very Low 18
73
4
5
Spark Asset Management Group logo Spark Asset Management Group
Very Low 19
37
2
2
Vail Valley Asset Management, LLC logo Vail Valley Asset Management, LLC
Low 20
39
2
2
IWR Advisors logo IWR Advisors
Low 20
39
2
2
Summit Hill Wealth Management, LLC logo Summit Hill Wealth Management, LLC
Low 20
59
3
4
White River Investments
Low 20
40
2
2
MCM Wealth logo MCM Wealth
Very Low 21
83
4
7
Atmos Advisory, LLC
Very Low 21
85
4
4
Zenith Wealth Advisors logo Zenith Wealth Advisors
Very Low 21
85
4
4
Perini Capital logo Perini Capital
Low 21
64
3
5
One Brick Planning & Consulting, LLC logo One Brick Planning & Consulting, LLC
Low 22
43
2
3
SeedSafe Financial LLC logo SeedSafe Financial LLC
Very Low 22
86
4
7
Oatley & Diak, LLC logo Oatley & Diak, LLC
Low 22
44
2
2
Custos Family Office LLC logo Custos Family Office LLC
Low 22
67
3
3
Sanctuary Advisors logo Sanctuary Advisors
Low 23
45
2
2
Marchand Faries Financial Management, Inc. logo Marchand Faries Financial Management, Inc.
Very Low 23
90
4
4
K2 Wealth Management LLC logo K2 Wealth Management LLC
Low 23
70
3
4
Lane Generational LLC logo Lane Generational LLC
Low 24
47
2
2
Open Range Financial Group, LLC logo Open Range Financial Group, LLC
Low 24
71
3
3
Wold Financial Group logo Wold Financial Group
Low 24
72
3
3
Hill Country Kingdom Advisors logo Hill Country Kingdom Advisors
Low 24
48
2
2
Compass Planning Associates, Inc. logo Compass Planning Associates, Inc.
Low 24
72
3
3
Avos Capital Management, LLC logo Avos Capital Management, LLC
Low 24
48
2
6
5280 Capital logo 5280 Capital
Low 24
48
2
2
Ascension Financial logo Ascension Financial
Very Low 24
97
4
4
Illuminate Wealth Management logo Illuminate Wealth Management
Low 24
73
3
6
Vantage Wealth Management LLC
Low 25
50
2
2
Seed Money Consulting logo Seed Money Consulting
Low 25
25
1
5
3rd Creek Investments logo 3rd Creek Investments
Very Low 25
100
4
4
Season Investments, LLC logo Season Investments, LLC
Low 25
75
3
3
Taber Asset Management L.L.C. logo Taber Asset Management L.L.C.
Very Low 25
101
4
4
Copper River Advisors LLC logo Copper River Advisors LLC
Low 26
51
2
3
Pierce Wealth Partners, Inc. logo Pierce Wealth Partners, Inc.
Low 26
51
2
5
Consilium Wealth Advisory, LLC logo Consilium Wealth Advisory, LLC
Very Low 26
102
4
5
SG Wealth Managers LLC logo SG Wealth Managers LLC
Low 26
77
3
3
Yule Creek Wealth Management, LLC logo Yule Creek Wealth Management, LLC
Low 26
52
2
2
West End Wealth Management, LLC logo West End Wealth Management, LLC
Low 27
53
2
2
Sankala Group LLC logo Sankala Group LLC
Very Low 27
107
4
4
Long Game Financial, LLC logo Long Game Financial, LLC
Low 27
54
2
2
Gump and McHugh Asset Management
Low 27
54
2
2
MC Financial Management, Inc. logo MC Financial Management, Inc.
Low 27
54
2
2
Downshift Financial logo Downshift Financial
Low 27
81
3
3
Plan & Act logo Plan & Act
Low 27
82
3
4
The Goodland Group logo The Goodland Group
Very Low 28
110
4
4
Flagstone Financial Advisors, Inc. logo Flagstone Financial Advisors, Inc.
Low 28
55
2
2
Asset Strategies Group, LLC logo Asset Strategies Group, LLC
Low 28
83
3
3
Hutchison Whitehead Wealth Management logo Hutchison Whitehead Wealth Management
Very Low 28
112
4
4
Essential Partners LLC logo Essential Partners LLC
Low 28
56
2
2
Integra Financial, Inc. logo Integra Financial, Inc.
Very Low 28
113
4
5
BPP Wealth Solutions, LLC logo BPP Wealth Solutions, LLC
Very Low 28
113
4
6
Focus Point Capital LLC logo Focus Point Capital LLC
Low 29
57
2
2
ViaWealth, LLC logo ViaWealth, LLC
Low 29
86
3
4
Sherwood Financial Partners, LLC logo Sherwood Financial Partners, LLC
Low 29
87
3
8
Bethesda Financial Advisors, LLC logo Bethesda Financial Advisors, LLC
Low 29
58
2
2
Lundeen Abrams Advisors, LLC logo Lundeen Abrams Advisors, LLC
Low 29
58
2
2
Athos Private Wealth LLC logo Athos Private Wealth LLC
Low 29
117
4
7
Respire Wealth Management, LLC logo Respire Wealth Management, LLC
Low 30
59
2
2
Illumine Investment Management, LLC logo Illumine Investment Management, LLC
Low 30
90
3
5
August Wealth Group, Inc.
Low 30
60
2
2
Jupiter Wealth Management, LLC logo Jupiter Wealth Management, LLC
Low 31
92
3
4
Brightscape Investment Centers logo Brightscape Investment Centers
Low 31
123
4
4
Keen Capital, LLC logo Keen Capital, LLC
Low 31
62
2
2
Sharper & Granite LLC logo Sharper & Granite LLC
Low 31
124
4
4
Butler Financial Services logo Butler Financial Services
Low 31
62
2
4
Dorato Capital Management
Low 31
94
3
3
Hamsher Wealth Management, LLC logo Hamsher Wealth Management, LLC
Low 32
64
2
2
Lovett Investment Consulting LLC
Low 32
32
1
1
Trellis Wealth Advisors, LLC logo Trellis Wealth Advisors, LLC
Low 32
128
4
4
Round Table Investment Strategies, LLC logo Round Table Investment Strategies, LLC
Low 32
97
3
4
Private Client Wealth Advisors, LLC logo Private Client Wealth Advisors, LLC
Low 32
97
3
3
Robinson Capital Management LLC logo Robinson Capital Management LLC
Low 33
66
2
2
Amazonite Investments LLC
Low 33
66
2
2
Canaccord Genuity Wealth Management (USA) Inc.
Low 33
66
2
31
Hemispheres Investment Management logo Hemispheres Investment Management
Low 33
66
2
2
3Summit Investment Management, LLC logo 3Summit Investment Management, LLC
Low 33
99
3
3
Legacy Bridge Private Family Offices logo Legacy Bridge Private Family Offices
Low 33
66
2
8
Aberle Investment Management LLC logo Aberle Investment Management LLC
Low 34
67
2
3
Zenith Investment Management, LLC logo Zenith Investment Management, LLC
Low 34
101
3
6
BZ Wealth Advisors, LLC logo BZ Wealth Advisors, LLC
Low 34
34
1
7
Peak Capital Management, LLC logo Peak Capital Management, LLC
Low 34
103
3
5
Stonebrook Capital Management, Inc. logo Stonebrook Capital Management, Inc.
Low 35
104
3
3
Hinman Financial Planning, Inc. logo Hinman Financial Planning, Inc.
Low 35
70
2
2
Hoskin Capital logo Hoskin Capital
Low 35
70
2
4
Bulwark Capital Corporation
Low 35
70
2
2
Reflection Asset Management logo Reflection Asset Management
Low 35
70
2
3
Arkenstone Financial, LLC logo Arkenstone Financial, LLC
Low 35
141
4
4
Lyons Wealth Management logo Lyons Wealth Management
Low 35
106
3
4
J.F. Williams Co., Inc. logo J.F. Williams Co., Inc.
Low 36
142
4
4
Iron River Capital LLC logo Iron River Capital LLC
Low 36
142
4
5
Evergreen Wealth Advisors logo Evergreen Wealth Advisors
Low 36
142
4
18
Optivest, Inc. logo Optivest, Inc.
Low 36
108
3
4
Settlement Capital Advisors logo Settlement Capital Advisors
Low 36
108
3
3
Canyon Creek Investment Advisors logo Canyon Creek Investment Advisors
Low 36
72
2
2
Synergy Capital logo Synergy Capital
Low 36
72
2
2
Wright Private Asset Management LLC logo Wright Private Asset Management LLC
Low 36
36
1
22
Life Planning Partners, Inc. logo Life Planning Partners, Inc.
Low 37
110
3
8
Coho Advisory Services, LLC logo Coho Advisory Services, LLC
Low 37
148
4
4
Cedarwood Wealth logo Cedarwood Wealth
Low 37
111
3
3
Centerpiece Wealth Advisor logo Centerpiece Wealth Advisor
Low 38
75
2
2
Hurst Capital Management logo Hurst Capital Management
Low 38
75
2
3
Doxa Capital, LLC logo Doxa Capital, LLC
Low 38
75
2
2
Datalign logo Datalign
Low 38
38
1
20
InSight, Corp. logo InSight, Corp.
Low 38
115
3
3
Altamira Financial Group, LLC
Low 38
115
3
3
Essential Investment Partners, LLC logo Essential Investment Partners, LLC
Typical 39
77
2
3
Freedom Family Office, LLC logo Freedom Family Office, LLC
Typical 39
116
3
10
NRG Wealth Management logo NRG Wealth Management
Low 39
155
4
5
Peak Investment Advisors, Inc. logo Peak Investment Advisors, Inc.
Typical 39
39
1
2
LBJ Family Wealth Advisors, Ltd. logo LBJ Family Wealth Advisors, Ltd.
Typical 39
78
2
2
Paller Financial Services, Inc. logo Paller Financial Services, Inc.
Low 39
156
4
6
Vigilare Wealth Management LLC logo Vigilare Wealth Management LLC
Low 39
157
4
6
Fpfoco logo Fpfoco
Typical 40
119
3
4
Hayes Wealth Advisors, LLC logo Hayes Wealth Advisors, LLC
Typical 40
120
3
3
Bauer Wealth Management Inc. logo Bauer Wealth Management Inc.
Low 40
160
4
4
Capital Asset Management, LLC logo Capital Asset Management, LLC
Low 40
160
4
5
Priority Financial Partners logo Priority Financial Partners
Typical 40
80
2
4
Caledonia Wealth Management, Ltd. logo Caledonia Wealth Management, Ltd.
Typical 41
81
2
2
BENCHMARK INVESTMENT ADVISORS LLC logo BENCHMARK INVESTMENT ADVISORS LLC
Typical 41
122
3
6
Lyon Wealth Advisors
Typical 41
123
3
3
More Than Your Money, Inc. logo More Than Your Money, Inc.
Typical 42
83
2
2
Viento Financial Group, LLC logo Viento Financial Group, LLC
Typical 42
83
2
2
Evergreen Private Wealth logo Evergreen Private Wealth
Low 42
166
4
4
Bane O'Leary LLC logo Bane O'Leary LLC
Low 42
166
4
4
Impactfolio LLC logo Impactfolio LLC
Typical 42
126
3
3
Lagos Wealth Advisors logo Lagos Wealth Advisors
Typical 42
126
3
4
Gilpin Wealth Management LLC logo Gilpin Wealth Management LLC
Low 42
169
4
4
Holton & Kosanke Wealth Management, LLC logo Holton & Kosanke Wealth Management, LLC
Typical 42
127
3
3
Persimmon Capital Management logo Persimmon Capital Management
Typical 43
85
2
3
Finance Wisdom logo Finance Wisdom
Typical 43
128
3
4
Sieben Wealth Planning LLC logo Sieben Wealth Planning LLC
Typical 43
86
2
2
Chesapeake Asset Management LLC logo Chesapeake Asset Management LLC
Typical 43
130
3
5
Wiser Advisor Group logo Wiser Advisor Group
Typical 43
130
3
3
Global Value Investment Corporation logo Global Value Investment Corporation
Low 44
174
4
11
Perspective Wealth Advisors logo Perspective Wealth Advisors
Low 44
176
4
7
The Freyr Group logo The Freyr Group
Typical 44
132
3
3
Upper Left Wealth Management, LLC logo Upper Left Wealth Management, LLC
Typical 44
88
2
2
SummitPoint Capital Management logo SummitPoint Capital Management
Typical 45
89
2
3
Bright Advisors logo Bright Advisors
Low 45
178
4
4
Martino Capital, LLC logo Martino Capital, LLC
Typical 45
89
2
2
RASP Wealth Solutions, LLC logo RASP Wealth Solutions, LLC
Typical 45
89
2
2
High Country Capital Management logo High Country Capital Management
Typical 45
134
3
5
LFN Advisors Inc. logo LFN Advisors Inc.
Low 45
179
4
4
Portus Wealth Advisors, LLC logo Portus Wealth Advisors, LLC
Typical 45
135
3
4
BlueDoor Private Wealth, LLC logo BlueDoor Private Wealth, LLC
Typical 45
135
3
6
Aspen Leaf Wealth Management, PBC logo Aspen Leaf Wealth Management, PBC
Typical 45
90
2
3
Opus Financial Solutions LLC logo Opus Financial Solutions LLC
Typical 45
136
3
4
Alpha & Omega logo Alpha & Omega
Typical 46
137
3
11
Defined Wealth Management, LLC logo Defined Wealth Management, LLC
Typical 46
137
3
4
Aspire Wealth Architects logo Aspire Wealth Architects
Typical 46
137
3
4
Wyze Wealth Advisors, LLC logo Wyze Wealth Advisors, LLC
Typical 46
138
3
5
Gold Medal Waters, Inc. logo Gold Medal Waters, Inc.
Typical 46
138
3
5
Causey Wealth LLC logo Causey Wealth LLC
Low 46
185
4
7
Signet Investment Advisory Group, Inc. logo Signet Investment Advisory Group, Inc.
Low 46
185
4
9
Sterling Investment Management, LLC logo Sterling Investment Management, LLC
Typical 46
139
3
8
Advenire Wealth Management logo Advenire Wealth Management
Typical 46
139
3
4
Unity Wealth Strategies logo Unity Wealth Strategies
Typical 47
93
2
2
Timonier logo Timonier
Low 47
186
4
8
P.A. Schopen & Associates, LLC
Typical 47
93
2
2
Addington Financial Group LLC logo Addington Financial Group LLC
Typical 47
94
2
3
Wakefield Asset Management, LLLP logo Wakefield Asset Management, LLLP
Low 47
188
4
11
Palisade Wealth Management logo Palisade Wealth Management
Typical 47
141
3
3
Greenfield Seitz Capital Management, LLC logo Greenfield Seitz Capital Management, LLC
Low 47
188
4
4
Strategic Advocates, LLC logo Strategic Advocates, LLC
Typical 47
141
3
3
Highpass Asset Management LLC logo Highpass Asset Management LLC
Typical 48
95
2
2
Friedenthal Financial, LLC logo Friedenthal Financial, LLC
Low 48
190
4
4
Clelland & Company Inc logo Clelland & Company Inc
Typical 48
95
2
3
Wealthview Capital, LLC logo Wealthview Capital, LLC
Typical 48
191
4
9
Arbor Investment Management logo Arbor Investment Management
Typical 48
96
2
2
Sonata Capital Group Inc logo Sonata Capital Group Inc
Typical 48
192
4
5
Nia Impact Capital logo Nia Impact Capital
Typical 49
147
3
9
Delagify Financial logo Delagify Financial
Typical 49
49
1
3
Noble Wealth Management P.B.C. logo Noble Wealth Management P.B.C.
Typical 49
196
4
5
Cambridge Financial Advisors, LLC
Typical 49
197
4
4
Holistic Finance LLC logo Holistic Finance LLC
Typical 50
198
4
5
Paces Ferry Wealth Advisors, LLC logo Paces Ferry Wealth Advisors, LLC
Typical 50
198
4
6
Legacy Consulting Group logo Legacy Consulting Group
Typical 50
198
4
4
Ecos Wealth Advisors logo Ecos Wealth Advisors
Typical 50
149
3
3
Hartwell & Company logo Hartwell & Company
Typical 50
149
3
3
Tafoya Barrett and Associates PC logo Tafoya Barrett and Associates PC
Typical 50
50
1
4
Larimer Capital Corporation
Typical 51
101
2
4
Carroll Advisory Group logo Carroll Advisory Group
Typical 51
202
4
7
KilterHowling LLC logo KilterHowling LLC
Typical 51
203
4
4
ProAthlete Wealth Management LLC logo ProAthlete Wealth Management LLC
Typical 51
203
4
5
Modern Financial logo Modern Financial
Typical 51
153
3
3
Eggert Financial Management, Inc. logo Eggert Financial Management, Inc.
Typical 51
153
3
3
Fuhrmann Capital logo Fuhrmann Capital
Typical 51
102
2
2
RiverTree Advisors, LLC logo RiverTree Advisors, LLC
Typical 52
103
2
3
Ortman Financial Planning logo Ortman Financial Planning
Typical 52
104
2
2
CayDen Wealth Management logo CayDen Wealth Management
Typical 52
104
2
3
Peak Financial Guidance LLC logo Peak Financial Guidance LLC
Typical 52
209
4
4
Curtis Wealth Management LLC logo Curtis Wealth Management LLC
Typical 53
105
2
2
R.J. Cloud Advisors & Company logo R.J. Cloud Advisors & Company
Typical 53
159
3
3
The Planners Inc.
Typical 53
106
2
2
BCS Private Wealth Management logo BCS Private Wealth Management
Typical 53
213
4
6
Ryan Investments logo Ryan Investments
Typical 54
107
2
5
Intentional Wealth Strategies logo Intentional Wealth Strategies
Typical 54
161
3
4
Optima Capital Management logo Optima Capital Management
Typical 54
215
4
4
Millennial Wealth Management, LLC logo Millennial Wealth Management, LLC
Typical 54
108
2
2
Heritage Wealth Management logo Heritage Wealth Management
Typical 55
218
4
6
Evansbrook Capital Management logo Evansbrook Capital Management
Typical 55
110
2
2
Advocate Investing Services logo Advocate Investing Services
Typical 55
220
4
5
CDP Financial Group, LLC logo CDP Financial Group, LLC
Typical 55
110
2
2
Orographic Financial Advisors logo Orographic Financial Advisors
Typical 56
111
2
3
Outpost Advisors, LLC logo Outpost Advisors, LLC
Typical 56
111
2
2
Steele Street Private Wealth Management logo Steele Street Private Wealth Management
Typical 56
111
2
2
Rivertree Wealth logo Rivertree Wealth
Typical 56
167
3
5
Fruitage Financial LLC logo Fruitage Financial LLC
Typical 56
56
1
3
Advanced Investments logo Advanced Investments
Typical 56
112
2
2
Riverchase Wealth Management, LLC logo Riverchase Wealth Management, LLC
Typical 56
169
3
5
Infinium Investment Advisors, LLC logo Infinium Investment Advisors, LLC
Typical 57
113
2
2
Exit Wealth Advisors logo Exit Wealth Advisors
Typical 57
170
3
7
Greenway Wealth Advisors, LLC logo Greenway Wealth Advisors, LLC
Typical 57
170
3
4
Houlihan Financial Resource Group, Ltd. logo Houlihan Financial Resource Group, Ltd.
Typical 57
171
3
4
TruAdvisors logo TruAdvisors
Typical 57
172
3
3
Kensington Investment Counsel logo Kensington Investment Counsel
Typical 58
115
2
4
Cornerstone Investment Advisors, LLC logo Cornerstone Investment Advisors, LLC
Typical 58
115
2
2
Bridgelight Capital LLC logo Bridgelight Capital LLC
Typical 58
173
3
4
Miller Wealth Advisors, LLC logo Miller Wealth Advisors, LLC
Typical 58
116
2
2
Mench Financial Inc logo Mench Financial Inc
Typical 58
175
3
4
Integrity Investment Advisors logo Integrity Investment Advisors
Typical 59
117
2
4
Allvet Financial logo Allvet Financial
Typical 59
117
2
2
Carter Financial, LLC logo Carter Financial, LLC
Typical 59
177
3
3
Mason Capital Partners logo Mason Capital Partners
Typical 59
177
3
7
Denali Wealth Management, Inc. logo Denali Wealth Management, Inc.
Typical 59
236
4
6
Inception Financial Services logo Inception Financial Services
Typical 60
119
2
2
Argyle Capital Partners, LLC logo Argyle Capital Partners, LLC
Typical 60
179
3
3
Make Way Wealth Management logo Make Way Wealth Management
Typical 60
120
2
2
Peak Financial Advisors logo Peak Financial Advisors
Typical 60
120
2
3
M4 A3 LLC logo M4 A3 LLC
Typical 60
60
1
6
Arbor Financial Services, LLC logo Arbor Financial Services, LLC
Typical 60
240
4
5
Shearwater Capital logo Shearwater Capital
Typical 60
180
3
4
Capital Consulting & Asset Management logo Capital Consulting & Asset Management
Typical 60
180
3
8
Snake River Investment Counsel LLC logo Snake River Investment Counsel LLC
Typical 61
121
2
2
Peace of Mind Financial Planning, Inc logo Peace of Mind Financial Planning, Inc
Typical 61
121
2
5
Foothills Advisors, LLC logo Foothills Advisors, LLC
Typical 61
182
3
3
Vawter Financial LTD logo Vawter Financial LTD
Typical 62
247
4
5
Scarecrow Advisors, LLC logo Scarecrow Advisors, LLC
Typical 62
247
4
5
American Financial Management, Ltd. logo American Financial Management, Ltd.
Typical 62
124
2
2
Crestmont Private Wealth LLC logo Crestmont Private Wealth LLC
Typical 62
186
3
5
Halbert Wealth Management, Inc logo Halbert Wealth Management, Inc
Typical 62
249
4
5
CORE Financial Advisors logo CORE Financial Advisors
Typical 62
249
4
5
Financial Counseling Associates, Inc logo Financial Counseling Associates, Inc
Typical 63
125
2
2
Capstone Wealth Advisors, LLC logo Capstone Wealth Advisors, LLC
Typical 63
125
2
3
Retirementadvice | Jka logo Retirementadvice | Jka
Typical 63
250
4
4
Nautilus Advisors LLC logo Nautilus Advisors LLC
Typical 63
188
3
3
Cairn Financial Group logo Cairn Financial Group
Typical 63
189
3
4
Irving Planning & Investments, Ltd. logo Irving Planning & Investments, Ltd.
Typical 63
126
2
2
Adelmann Financial, Inc.
Typical 63
126
2
3
Nvest Advisors, LLC logo Nvest Advisors, LLC
Typical 63
189
3
3
Portfolio Design Services, LLC logo Portfolio Design Services, LLC
Typical 63
253
4
4
Maryland Capital Advisors, Inc. logo Maryland Capital Advisors, Inc.
High 63
190
3
7
Silver Oak Advisory Group logo Silver Oak Advisory Group
High 63
190
3
8
C.L. Sheldon & Company, LLC logo C.L. Sheldon & Company, LLC
High 64
127
2
10
Optimal Capital Advisors, LLC logo Optimal Capital Advisors, LLC
High 64
127
2
2
Financial Mountain Inc logo Financial Mountain Inc
High 64
127
2
2
Archer Investment Management logo Archer Investment Management
Typical 64
254
4
4
Forecast Capital Management logo Forecast Capital Management
High 64
191
3
3
Ryan Poage & Co. logo Ryan Poage & Co.
High 64
191
3
3
Barnes Dennig Private Wealth Management, LLC logo Barnes Dennig Private Wealth Management, LLC
High 64
191
3
7
Return on Life Wealth Partners logo Return on Life Wealth Partners
Typical 64
255
4
13
Finances For Real Life logo Finances For Real Life
High 64
128
2
2
Markle Financial LLC logo Markle Financial LLC
Typical 64
257
4
7
IA Network, LLC logo IA Network, LLC
Typical 65
259
4
5
Bonfire Financial, LLC logo Bonfire Financial, LLC
Typical 65
261
4
4
Bruce G. Allen Investments, LLC logo Bruce G. Allen Investments, LLC
High 66
131
2
2
Silverberg Bernstein Capital Management
High 66
131
2
3
Trailwise Financial Partners, LLC logo Trailwise Financial Partners, LLC
High 66
197
3
4
Winans Investments logo Winans Investments
Typical 66
264
4
4
DeneWiler Capital Management Inc logo DeneWiler Capital Management Inc
High 67
133
2
3
Marin Bay Wealth Advisors, LLC
High 67
133
2
2
Silverpeak Wealth Advisors logo Silverpeak Wealth Advisors
High 67
133
2
3
Fusco Financial Services Inc logo Fusco Financial Services Inc
High 67
133
2
2
Noble Wealth Partners logo Noble Wealth Partners
High 67
134
2
3
TL Private Wealth logo TL Private Wealth
Typical 67
269
4
4
Fjell Capital logo Fjell Capital
High 67
202
3
4
Barden Capital Management, Inc. logo Barden Capital Management, Inc.
High 67
202
3
3
Rise Private Wealth Advisors logo Rise Private Wealth Advisors
High 68
135
2
2
Leibman Financial Servces, Inc. logo Leibman Financial Servces, Inc.
Typical 68
270
4
4
GrowStrong Wealth Strategies logo GrowStrong Wealth Strategies
High 68
203
3
3
Quarry Hill Advisors logo Quarry Hill Advisors
High 68
203
3
5
Financial Planning Strategies, LLC logo Financial Planning Strategies, LLC
High 68
136
2
2
Berenz Wealth Management, LLC logo Berenz Wealth Management, LLC
High 68
136
2
3
Blue Heron Capital logo Blue Heron Capital
High 68
205
3
8
Mindset Wealth Management, LLC logo Mindset Wealth Management, LLC
Typical 69
274
4
4
First Wilshire Securities Management, Inc. logo First Wilshire Securities Management, Inc.
Typical 69
275
4
9
Conscious Capital Wealth Management, LLC logo Conscious Capital Wealth Management, LLC
High 69
207
3
5
Relevance Capital Management logo Relevance Capital Management
High 70
279
4
5
Cole Wealth Management, LLC logo Cole Wealth Management, LLC
High 70
280
4
4
Helm Investment Management, LLC logo Helm Investment Management, LLC
High 70
140
2
3
Secure Retirement Financial & Insurance Services Corp. logo Secure Retirement Financial & Insurance Services Corp.
High 70
211
3
5
Coastal Capital Advisors logo Coastal Capital Advisors
High 71
141
2
2
Unique Wealth Strategies logo Unique Wealth Strategies
High 71
285
4
10
FIT Wealth Management logo FIT Wealth Management
High 71
214
3
3
Polaris Financial Partners, LLC logo Polaris Financial Partners, LLC
High 72
143
2
3
Investable Wealth, LLC logo Investable Wealth, LLC
High 72
143
2
2
Amara Financial, LLC logo Amara Financial, LLC
High 72
143
2
3
Hanseatic Management Services Inc logo Hanseatic Management Services Inc
High 72
216
3
4
Thomas Leo Advisory, LLC logo Thomas Leo Advisory, LLC
High 72
144
2
2
Austin Money Management Corporation logo Austin Money Management Corporation
High 72
72
1
1
Intrinsic Wealth Counsel, Inc. logo Intrinsic Wealth Counsel, Inc.
High 72
216
3
7
Russell Capital Management, LLC logo Russell Capital Management, LLC
High 72
289
4
4
Tier One Wealth Management logo Tier One Wealth Management
High 73
218
3
4
Malaga Cove Capital, LLC logo Malaga Cove Capital, LLC
High 73
218
3
4
CAM Investor Solutions logo CAM Investor Solutions
High 73
146
2
3
Acme Jack Wealth Management
High 73
73
1
3
Keystone Financial Services logo Keystone Financial Services
High 75
298
4
4
Downing Street Wealth Management LLC logo Downing Street Wealth Management LLC
High 75
150
2
2
Bloom Financial, LLC logo Bloom Financial, LLC
High 75
225
3
3
Keating Investment Counselors Inc logo Keating Investment Counselors Inc
High 75
150
2
3
Integrated Benefits, Incorporated logo Integrated Benefits, Incorporated
High 75
150
2
2
The William Allan Corporation logo The William Allan Corporation
High 75
226
3
12
Wealth Management Advisors RIA, Inc. logo Wealth Management Advisors RIA, Inc.
High 76
151
2
3
Twinleaf Financial Advisors logo Twinleaf Financial Advisors
High 76
76
1
3
Altius Financial, Inc. logo Altius Financial, Inc.
High 76
152
2
3
RAI Wealth Management logo RAI Wealth Management
High 76
229
3
5
Tealwood Asset Management logo Tealwood Asset Management
High 77
230
3
7
Mathies Financial Partners logo Mathies Financial Partners
High 77
308
4
4
Spectrum Advisors, Inc. logo Spectrum Advisors, Inc.
High 77
308
4
9
Peak Financial Management, Inc. logo Peak Financial Management, Inc.
High 77
154
2
4
Broadview Wealth Partners logo Broadview Wealth Partners
High 78
310
4
7
Capital Financial Group, Inc. logo Capital Financial Group, Inc.
High 78
233
3
5
Sandos Financial logo Sandos Financial
High 78
156
2
2
Ffg Retirement Counseling logo Ffg Retirement Counseling
High 78
156
2
5
Twenty Twenty Investment Advisors, LLC logo Twenty Twenty Investment Advisors, LLC
High 78
312
4
6
Allred Harris Wealth Management. logo Allred Harris Wealth Management.
High 78
312
4
6
Higgins & Schmidt Wealth Strategies LLC logo Higgins & Schmidt Wealth Strategies LLC
High 78
235
3
6
IQVestment, LLC logo IQVestment, LLC
High 78
235
3
5
Blue Marble Investments logo Blue Marble Investments
High 78
235
3
3
Welch Financial Planning, LLC logo Welch Financial Planning, LLC
High 79
157
2
6
Cane Capital Partners, LLC logo Cane Capital Partners, LLC
High 79
315
4
5
Main Line Retirement Advisors, LLC logo Main Line Retirement Advisors, LLC
High 79
158
2
3
Patron Partners, LLC logo Patron Partners, LLC
High 80
159
2
7
Koa Wealth Management, LLC logo Koa Wealth Management, LLC
High 80
160
2
6
Village Wealth Advisors logo Village Wealth Advisors
High 80
240
4
4
RIA Wealth Advisors, LLC logo RIA Wealth Advisors, LLC
High 80
241
3
5
Millennium Portfolio Advisors logo Millennium Portfolio Advisors
High 81
161
2
2
F.I.G. Financial Advisory Services, Inc. logo F.I.G. Financial Advisory Services, Inc.
High 81
242
3
3
Nova R Wealth, Inc. logo Nova R Wealth, Inc.
High 81
323
4
8
Investable logo Investable
High 81
81
1
4
Prudent Man Investment Management logo Prudent Man Investment Management
High 81
243
3
4
Summit Investment Management, Ltd. logo Summit Investment Management, Ltd.
High 81
162
2
5
Barrett Wealth Connection LLC logo Barrett Wealth Connection LLC
High 82
163
2
2
Hamilton Capital Partners, LLC logo Hamilton Capital Partners, LLC
High 82
163
2
5
Launch Wealth logo Launch Wealth
High 82
164
2
3
Carlsbad Wealth Advisory Group, Inc. logo Carlsbad Wealth Advisory Group, Inc.
High 83
248
3
4
Graylark Financial, LLC logo Graylark Financial, LLC
High 83
83
1
3
Hackett Financial Group, LLC logo Hackett Financial Group, LLC
High 84
252
3
7
DC Capital Management, LLC logo DC Capital Management, LLC
High 84
84
1
3
Theory Financial logo Theory Financial
High 84
252
3
3
Triple Summit Advisors, LLC logo Triple Summit Advisors, LLC
High 85
169
2
2
M3 Advisory Group, LLC logo M3 Advisory Group, LLC
High 85
341
4
5
Scottsdale Wealth Advisory LLC logo Scottsdale Wealth Advisory LLC
High 87
173
2
4
Stonebridge Financial Solutions, Inc. logo Stonebridge Financial Solutions, Inc.
High 87
173
2
3
Sierra Financial Advisory logo Sierra Financial Advisory
High 87
173
2
2
56 Capital Partners, Ltd logo 56 Capital Partners, Ltd
High 87
260
3
3
TradeWinds Wealth Management logo TradeWinds Wealth Management
High 87
260
3
4
Babb Wealth Advisors LLC logo Babb Wealth Advisors LLC
High 87
347
4
8
Boulder Wealth Advisors, LLC logo Boulder Wealth Advisors, LLC
High 87
174
2
4
Stash Wealth, LLC logo Stash Wealth, LLC
High 87
174
2
3
Stone Creek Group, LLC logo Stone Creek Group, LLC
High 87
87
1
5
Forteris Wealth Management, Inc. logo Forteris Wealth Management, Inc.
High 88
175
2
3
MY Wealth Planners logo MY Wealth Planners
High 88
175
2
4
Hiley Hunt Wealth Management, Inc. logo Hiley Hunt Wealth Management, Inc.
High 88
265
3
3
Snider Advisors logo Snider Advisors
High 89
357
4
4
Financial Partners, LLC logo Financial Partners, LLC
High 89
268
3
4
Northstar Financial Planners, Inc. logo Northstar Financial Planners, Inc.
High 90
358
4
8
Moseley Investment Management, Inc. logo Moseley Investment Management, Inc.
High 90
359
4
7
Beadell A D Investment Counsel Inc logo Beadell A D Investment Counsel Inc
High 90
90
1
2
Bone Fide Wealth logo Bone Fide Wealth
High 90
180
2
4
October Effect Ltd. logo October Effect Ltd.
High 90
360
4
4
Purposeful Financial and Legacy Planning logo Purposeful Financial and Legacy Planning
High 90
90
1
5
ATLAS Lifestyle Planning Group LLC logo ATLAS Lifestyle Planning Group LLC
High 90
180
2
2
TJT Capital Group, LLC logo TJT Capital Group, LLC
High 91
181
2
4
Charter Capital Management, Inc logo Charter Capital Management, Inc
High 91
362
4
5
Cohesion Wealth Management, LLC logo Cohesion Wealth Management, LLC
High 91
364
4
5
Accordant Advisory Group, Inc. logo Accordant Advisory Group, Inc.
High 91
182
2
3
Pacific Peak Advisors, LLC logo Pacific Peak Advisors, LLC
High 91
182
2
2
Archetype Advisors, LLC logo Archetype Advisors, LLC
High 92
275
3
4
St. Nicholas Private Asset Management, Inc.
High 92
92
1
3
Game Plan Financial Advisors, LLC logo Game Plan Financial Advisors, LLC
High 93
185
2
5
Applewhite & Buys Financial Advisors logo Applewhite & Buys Financial Advisors
High 93
185
2
2
Cypress Capital Management, LLC logo Cypress Capital Management, LLC
High 93
185
2
4
Integrity Wealth Solutions LLC logo Integrity Wealth Solutions LLC
High 93
186
2
2
Prestige Wealthwide, LLC
High 93
186
2
3
Legacy Capital logo Legacy Capital
High 93
279
3
3
MKT Advisors LLC logo MKT Advisors LLC
High 94
374
4
6
Elm3 Financial Group, LLC logo Elm3 Financial Group, LLC
High 94
282
3
5
Pring Turner logo Pring Turner
High 94
188
2
4
Paramount Associates Wealth Management logo Paramount Associates Wealth Management
High 95
189
2
3
Journey Investments, LLC logo Journey Investments, LLC
High 95
95
1
3
Lodestone Wealth Management LLC logo Lodestone Wealth Management LLC
High 96
287
3
3
Aspenridge Wealth Advisors logo Aspenridge Wealth Advisors
High 96
383
4
7
Callahan Capital Management logo Callahan Capital Management
High 97
389
4
5
Koenig Investment Advisory, LLC logo Koenig Investment Advisory, LLC
High 98
293
3
3
RW Baker Wealth Management Group LLC logo RW Baker Wealth Management Group LLC
High 98
196
2
2
Pitzl Financial logo Pitzl Financial
High 99
394
4
8
AIO Financial, LLC logo AIO Financial, LLC
High 99
197
2
4
Credentialed Wealth Advisors, LLC logo Credentialed Wealth Advisors, LLC
High 99
297
3
4
Law & Associates Inc logo Law & Associates Inc
High 99
297
3
6
Cushing Capital Partners, LLC logo Cushing Capital Partners, LLC
High 100
199
2
2
Nixon Capital LLC logo Nixon Capital LLC
High 100
199
2
2
Horowitz & Company, Inc. logo Horowitz & Company, Inc.
High 100
199
2
2
Hoffmann Hermanson logo Hoffmann Hermanson
High 100
199
2
2
Panorama Wealth Advisors logo Panorama Wealth Advisors
High 100
200
2
3
Dickmeyer Boyce Financial Management, Inc logo Dickmeyer Boyce Financial Management, Inc
High 101
402
4
8
Park Square Financial Group LLC logo Park Square Financial Group LLC
High 101
404
4
5
Red Mountain Financial Partners logo Red Mountain Financial Partners
High 102
306
3
3
Logan Park Wealth Management logo Logan Park Wealth Management
High 102
408
4
6
Bradley Wealth LLC logo Bradley Wealth LLC
High 102
204
2
5
Cambridge Financial Group, Inc. logo Cambridge Financial Group, Inc.
High 102
306
3
6
Wealthspring logo Wealthspring
High 102
409
4
7
Biltmore Wealth Management, LLC logo Biltmore Wealth Management, LLC
High 102
307
3
4
Synergy Investment Group, LLC logo Synergy Investment Group, LLC
High 103
205
2
5
FamilyWealth Asset Management logo FamilyWealth Asset Management
High 103
413
4
4
New Perspectives, Inc. logo New Perspectives, Inc.
High 104
414
4
8
ATX Financial Planning, LLC logo ATX Financial Planning, LLC
High 104
207
2
4
BRIA Capital Group, LLC logo BRIA Capital Group, LLC
High 104
311
3
5
Intelligent Investment Management,Llp logo Intelligent Investment Management,Llp
High 104
104
1
4
Unify Wealth Management LLC logo Unify Wealth Management LLC
High 105
209
2
2
Hickory Wealth Management, LLC
High 105
209
2
4
Kassira Wealth Management, LLC logo Kassira Wealth Management, LLC
High 105
209
2
2
Boyle Capital logo Boyle Capital
High 105
418
4
5
Authentikos Wealth Advisory LLC logo Authentikos Wealth Advisory LLC
High 105
419
4
5
Templeton Financial Services Inc. logo Templeton Financial Services Inc.
High 105
315
3
4
Graetz Wealth logo Graetz Wealth
High 105
316
3
3
Planwiser Financial logo Planwiser Financial
High 106
211
2
4
Live Oak Investment Partners logo Live Oak Investment Partners
High 106
317
3
4
Strategic Wealth Partners LLC logo Strategic Wealth Partners LLC
High 106
212
2
4
Oxford Chase Advisors LLC logo Oxford Chase Advisors LLC
High 107
320
3
3
Newbury Capital Management, LLC
Very High 108
430
4
5
Cobblestone Asset Management logo Cobblestone Asset Management
Very High 108
432
4
4
Bernard Wealth Management Corp. logo Bernard Wealth Management Corp.
Very High 109
327
3
4
Wisdom Wealth Strategies logo Wisdom Wealth Strategies
Very High 110
219
2
2
Kyle S. Scott Financial Planning, Inc. logo Kyle S. Scott Financial Planning, Inc.
Very High 110
220
2
2
Godshalk Welsh Capital Management, Inc. logo Godshalk Welsh Capital Management, Inc.
Very High 110
110
1
2
Turner Capital Investments, LLC logo Turner Capital Investments, LLC
Very High 111
333
3
4
Coordinated Financial Services, Inc. logo Coordinated Financial Services, Inc.
Very High 111
334
3
4
Weybosset Research & Management, LLC logo Weybosset Research & Management, LLC
Very High 112
224
2
3
Altura Wealth Advisors Inc. logo Altura Wealth Advisors Inc.
Very High 112
448
4
12
MFA Wealth Services logo MFA Wealth Services
Very High 112
224
2
3
Broadlake Financial Management logo Broadlake Financial Management
Very High 113
451
4
5
Redwood Family Wealth LLC logo Redwood Family Wealth LLC
Very High 113
226
2
4
Envision Capital Management Inc
Very High 113
226
2
2
Principium Investments LLC logo Principium Investments LLC
Very High 114
227
2
3
Wealth Intelligence, LLC logo Wealth Intelligence, LLC
Very High 114
227
2
5
HFG Advisors logo HFG Advisors
Very High 114
456
4
4
Kahn Brothers Advisors LLC logo Kahn Brothers Advisors LLC
Very High 114
342
3
6
Lighthouse Financial Services Inc logo Lighthouse Financial Services Inc
Very High 115
458
4
6
Innovative Financial, LLC logo Innovative Financial, LLC
Very High 115
115
1
3
Cottonwood Wealth Strategies, LLC logo Cottonwood Wealth Strategies, LLC
Very High 115
230
2
5
Cornerstone Advisors logo Cornerstone Advisors
Very High 116
464
4
4
Capital Wealth Alliance, LLC logo Capital Wealth Alliance, LLC
Very High 116
348
3
5
White Oak Financial Management, Inc logo White Oak Financial Management, Inc
Very High 117
350
3
3
Hurley Financial Group, Inc. logo Hurley Financial Group, Inc.
Very High 117
467
4
6
Carolina Financial Advisors, Inc. logo Carolina Financial Advisors, Inc.
Very High 118
473
4
7
Petix & Botte Financial logo Petix & Botte Financial
Very High 118
473
4
4
Howard Wealth Management, LLC
Very High 119
237
2
2
Professional Retirement Strategies LLC
Very High 119
238
2
2
MarketRiders logo MarketRiders
Very High 119
477
3
6
StewardRight logo StewardRight
Very High 119
358
3
3
Baobab Wealth Management logo Baobab Wealth Management
Very High 120
240
2
2
Norris Financial Group, LLC logo Norris Financial Group, LLC
Very High 121
362
3
6
Wager Wealth Management and Financial Planning LLC
Very High 121
121
1
3
Leap Wealth Management logo Leap Wealth Management
Very High 121
363
3
5
Florin Pensions LLC logo Florin Pensions LLC
Very High 121
485
4
5
Rachor Investment Advisory Services, LLC logo Rachor Investment Advisory Services, LLC
Very High 123
490
4
16
Mokosak Advisory Group, LLC logo Mokosak Advisory Group, LLC
Very High 123
490
4
4
Triton Financial Group, Inc logo Triton Financial Group, Inc
Very High 123
246
2
5
JHP Wealth Management, LLC
Very High 124
124
1
1
Jasmijn Capital Management, LLC logo Jasmijn Capital Management, LLC
Very High 125
249
2
4
Physician Family Financial Advisors Inc logo Physician Family Financial Advisors Inc
Very High 125
376
3
4
RS Asset Management, LLC logo RS Asset Management, LLC
Very High 126
251
2
2
Presidio Wealth Management logo Presidio Wealth Management
Very High 126
379
3
5
Leslie Global Wealth, LLC logo Leslie Global Wealth, LLC
Very High 127
380
3
6
Goldman Lancaster, Inc. logo Goldman Lancaster, Inc.
Very High 127
380
3
5
Reshape Wealth logo Reshape Wealth
Very High 127
127
1
3
Pacific Sun Financial Corp logo Pacific Sun Financial Corp
Very High 127
382
3
4
StoneCrest Wealth Management, Inc logo StoneCrest Wealth Management, Inc
Very High 128
385
3
4
Full Financial Inc. logo Full Financial Inc.
Very High 130
259
2
2
Retirement Capital Strategies, Inc. logo Retirement Capital Strategies, Inc.
Very High 131
261
2
6
Secure Planning, LLC logo Secure Planning, LLC
Very High 132
529
4
5
Advisifi LLC logo Advisifi LLC
Very High 133
133
1
6
Atlas Financial Advisors, Inc. logo Atlas Financial Advisors, Inc.
Very High 133
266
2
3
Hardworking Capital Advisors, LLC logo Hardworking Capital Advisors, LLC
Very High 135
269
2
2
Elevate Wealth Management logo Elevate Wealth Management
Very High 135
269
2
5
Agemy Wealth Advisors, LLC logo Agemy Wealth Advisors, LLC
Very High 135
404
3
6
Fonte Financial Advisors logo Fonte Financial Advisors
Very High 135
135
1
3
WealthFD logo WealthFD
Very High 135
406
3
16
LDN Wealth, LLC logo LDN Wealth, LLC
Very High 136
271
2
5
Westmark Wealth Management logo Westmark Wealth Management
Very High 136
543
4
4
Wealth Advisors Group, LLC logo Wealth Advisors Group, LLC
Very High 136
272
2
2
Hansen & Associates Financial Group Inc. logo Hansen & Associates Financial Group Inc.
Very High 136
545
4
4
Perkins Capital Management Inc logo Perkins Capital Management Inc
Very High 137
137
1
9
Regatta Research & Money Management L.L.C. logo Regatta Research & Money Management L.L.C.
Very High 138
550
4
8
Gilbert Capital Group logo Gilbert Capital Group
Very High 139
139
1
3
Marstone LLC logo Marstone LLC
Very High 139
139
1
21
Fischer Investment Strategies, LLC logo Fischer Investment Strategies, LLC
Very High 139
418
3
5
RBA Wealth Management, LLC logo RBA Wealth Management, LLC
Very High 140
421
2
7
Fingerlakes Wealth Management, Inc. logo Fingerlakes Wealth Management, Inc.
Very High 141
564
4
4
Summit Wealth Group, LLC logo Summit Wealth Group, LLC
Very High 141
282
2
8
KG Capital Management, LLC logo KG Capital Management, LLC
Very High 141
424
3
9
Mariaca Wealth Management, LLC logo Mariaca Wealth Management, LLC
Very High 143
285
2
6
Next Level Wealth Planning, LLC logo Next Level Wealth Planning, LLC
Very High 143
572
4
5
R2 Wealth Management Partners logo R2 Wealth Management Partners
Very High 143
430
3
3
Wood Tarver Financial logo Wood Tarver Financial
Very High 144
575
4
5
Wilkerson Advisory Group LLC logo Wilkerson Advisory Group LLC
Very High 146
582
4
10
Kachkovsky & Fisher, Inc. logo Kachkovsky & Fisher, Inc.
Very High 146
439
3
6
TruNorth Financial Services, Inc. logo TruNorth Financial Services, Inc.
Very High 146
439
3
6
Kanani Advisory Group Inc. logo Kanani Advisory Group Inc.
Very High 147
589
4
8
Flagship Private Wealth logo Flagship Private Wealth
Very High 149
597
4
4
Hofer & Associates Wealth Management logo Hofer & Associates Wealth Management
Very High 150
300
2
4
Asset Solutions, Inc. logo Asset Solutions, Inc.
Very High 150
300
2
5
Capstone Pacific Investment Strategies logo Capstone Pacific Investment Strategies
Very High 151
302
2
2
Morgan Dempsey Capital Management LLC logo Morgan Dempsey Capital Management LLC
Very High 151
454
3
6
The Clark Group Asset Management logo The Clark Group Asset Management
Very High 153
458
3
5
Pinnacle Wealth Management, LLC logo Pinnacle Wealth Management, LLC
Very High 153
458
3
5
Cosner Financial Group, LLC logo Cosner Financial Group, LLC
Very High 154
614
4
5
First Nebraska Financial Services logo First Nebraska Financial Services
Very High 154
463
3
7
Brook Capital logo Brook Capital
Very High 157
626
4
5
Luedtke & Associates
Very High 157
470
3
5
SharpePoint, LLC logo SharpePoint, LLC
Very High 160
479
3
5
Paladino Wealth logo Paladino Wealth
Very High 160
160
1
4
Burrus logo Burrus
Very High 161
322
2
5
Spectrum Wealth Advisory Group, LLC logo Spectrum Wealth Advisory Group, LLC
Very High 162
646
4
5
Snowball Wealth Management logo Snowball Wealth Management
Very High 162
162
1
4
Shaker Financial Services logo Shaker Financial Services
Very High 165
329
2
6
Financial Strategies Group logo Financial Strategies Group
Very High 165
659
4
10
M.Z. Kark & Associates, Inc. logo M.Z. Kark & Associates, Inc.
Very High 165
165
1
4
Pacific Capital Associates logo Pacific Capital Associates
Very High 166
497
3
6
Sterling Capital Management Inc
Very High 167
333
2
3
Bell & Brown Wealth Advisors, LLC logo Bell & Brown Wealth Advisors, LLC
Very High 167
500
3
3
Tim Looney Investments, LLC logo Tim Looney Investments, LLC
Very High 168
504
3
4
Taylor Hoffman Capital Management logo Taylor Hoffman Capital Management
Very High 172
516
3
5
Cultivar Capital, Inc. logo Cultivar Capital, Inc.
Very High 173
345
2
3
Stride Investments, LLC logo Stride Investments, LLC
Very High 175
524
3
8
BCO Wealth Management, LLC logo BCO Wealth Management, LLC
Very High 175
526
3
9
Evergreen Wealth Partners LLC logo Evergreen Wealth Partners LLC
Very High 177
708
4
9
M.C. Byrd Wealth Management, LLC logo M.C. Byrd Wealth Management, LLC
Very High 178
534
3
5
Seraphim Capital Management, LLC logo Seraphim Capital Management, LLC
Very High 180
180
1
3
Bard Associates Inc logo Bard Associates Inc
Very High 180
180
1
10
APO Financial Services, LLC logo APO Financial Services, LLC
Very High 181
542
3
7
Longevity Capital Management logo Longevity Capital Management
Very High 182
182
1
3
American Financial & Tax Strategies, Inc. logo American Financial & Tax Strategies, Inc.
Very High 185
185
1
1
Peak Financial Consulting, Inc. logo Peak Financial Consulting, Inc.
Very High 186
371
2
2
Branson Fowlkes & Co Inc logo Branson Fowlkes & Co Inc
Very High 188
188
1
7
The Retirement Planning Company of New England, Inc. logo The Retirement Planning Company of New England, Inc.
Very High 188
565
3
4
Accelerated Wealth Advisors LLC logo Accelerated Wealth Advisors LLC
Very High 189
568
3
10
Cherry Creek Investment Advisors Inc logo Cherry Creek Investment Advisors Inc
Very High 191
381
2
3
Financial Forum, Inc. logo Financial Forum, Inc.
Very High 191
572
3
4
Graystone Partners Wealth Management, LLC logo Graystone Partners Wealth Management, LLC
Very High 194
581
3
5
Windle Wealth logo Windle Wealth
Very High 194
388
2
3
Farrow Financial Inc logo Farrow Financial Inc
Very High 194
194
1
4
Fund Advisors of America Inc
Very High 195
585
3
3
Acute Investment Advisory logo Acute Investment Advisory
Very High 197
787
4
4
Windward Wealth Strategies, Inc. logo Windward Wealth Strategies, Inc.
Very High 197
394
2
3
Graney & King, LLC logo Graney & King, LLC
Very High 198
791
4
4
Integrity Prosperity Security (IPS) Strategic Capital logo Integrity Prosperity Security (IPS) Strategic Capital
Very High 198
198
1
4
Bates Financial Advisors, Inc. logo Bates Financial Advisors, Inc.
Very High 199
397
2
5
Adirondack Financial Services Corp logo Adirondack Financial Services Corp
Very High 199
596
3
16
Lettin Wealth Management Group, Inc. logo Lettin Wealth Management Group, Inc.
Very High 200
200
1
3
Virtus Financial Partners logo Virtus Financial Partners
Very High 201
602
3
6
Axiom Investment Management LLC
Very High 201
201
1
10
Cortez Wealth Management logo Cortez Wealth Management
Very High 204
204
1
3
Bishop & Company Investment Management, LLC logo Bishop & Company Investment Management, LLC
Very High 204
204
1
3
Solomon API LLC logo Solomon API LLC
Very High 204
613
3
3
Integrity Wealth Advisors, LLC logo Integrity Wealth Advisors, LLC
Very High 205
818
4
10
Cornerstone Alternatives logo Cornerstone Alternatives
Very High 205
410
2
6
Borabond, LLC logo Borabond, LLC
Very High 207
207
1
3
Blom & Howell Financial Planning, Inc. logo Blom & Howell Financial Planning, Inc.
Very High 209
417
2
3
Ciovacco Capital Management logo Ciovacco Capital Management
Very High 214
214
1
2
Copperline Wealth Management & Planning logo Copperline Wealth Management & Planning
Very High 215
430
2
3
Best Invest logo Best Invest
Very High 217
651
3
4
Palouse Capital Management, Inc. logo Palouse Capital Management, Inc.
Very High 219
877
4
4
X Advisors, LLC logo X Advisors, LLC
Very High 220
659
3
5
Acumen Financial Advisors, LLC
Very High 220
220
1
5
TFP Management, LLC logo TFP Management, LLC
Very High 220
660
3
4
Camelot Portfolios, LLC logo Camelot Portfolios, LLC
Very High 221
662
3
7
Dorval & Chorne Financial Advisors logo Dorval & Chorne Financial Advisors
Very High 221
663
3
7
RPC Wealth, LLC
Very High 222
443
2
2
Peachtree Wealth Advisors, Inc logo Peachtree Wealth Advisors, Inc
Very High 227
453
2
3
Private Wealth Group, LLC logo Private Wealth Group, LLC
Very High 228
228
1
2
HF Advisory Group, LLC logo HF Advisory Group, LLC
Very High 230
460
2
6
Infinity Wealth Management, Inc. logo Infinity Wealth Management, Inc.
Very High 232
695
3
3
Pacific Financial Strategies, Inc. logo Pacific Financial Strategies, Inc.
Very High 238
713
3
5
Challenger Wealth Management logo Challenger Wealth Management
Very High 238
238
1
3
Cogent Independent Advisors, Inc. logo Cogent Independent Advisors, Inc.
Very High 238
238
1
6
Wabash Capital, Inc. logo Wabash Capital, Inc.
Very High 244
488
2
3
Latko Wealth Management, Ltd. logo Latko Wealth Management, Ltd.
Very High 250
499
2
7
Altitude Wealth Management, LLC logo Altitude Wealth Management, LLC
Very High 251
502
2
2
NBW Capital LLC logo NBW Capital LLC
Very High 252
0
1
3
First Dallas Securities Incorporated logo First Dallas Securities Incorporated
Very High 253
253
1
20
WFA of San Diego logo WFA of San Diego
Very High 260
260
1
5
Campbell Capital Management Inc logo Campbell Capital Management Inc
Very High 265
265
1
3
Boyd Capital logo Boyd Capital
Very High 266
532
2
3
Senior Tax Advisory Group, Inc. logo Senior Tax Advisory Group, Inc.
Very High 267
802
3
6
CMG Capital Management Group, Inc. logo CMG Capital Management Group, Inc.
Very High 268
536
2
10
Wisniewski Wealth Management logo Wisniewski Wealth Management
Very High 273
273
1
5
Sanchez Gaunt Capital Management, LLC logo Sanchez Gaunt Capital Management, LLC
Very High 277
830
3
5
Retirement Planning Specialists, Inc. logo Retirement Planning Specialists, Inc.
Very High 278
556
2
2
Portfolio Wealth Advisors logo Portfolio Wealth Advisors
Very High 283
283
1
3
Southwest Investment Advisors, Inc. logo Southwest Investment Advisors, Inc.
Very High 287
1,149
4
5
Ironwood Investment Management, LLC logo Ironwood Investment Management, LLC
Very High 288
288
1
8
Brian Low Financial Group, LLC logo Brian Low Financial Group, LLC
Very High 291
874
3
8
Its Asset Management, L.P. logo Its Asset Management, L.P.
Very High 293
586
2
9
Financially Speaking Inc logo Financially Speaking Inc
Very High 295
295
1
5
Hinchley Advisory Group, LLC logo Hinchley Advisory Group, LLC
Very High 296
296
1
5
SavvyFi logo SavvyFi
Very High 307
307
1
15
Light Financial Services, Inc. logo Light Financial Services, Inc.
Very High 311
621
2
2
Peakstone Financial Advisors logo Peakstone Financial Advisors
Very High 319
319
1
4
Regents Partners, LLC logo Regents Partners, LLC
Very High 322
322
1
3
McAlvany Wealth Management, LLC logo McAlvany Wealth Management, LLC
Very High 325
650
2
5
Lonestar Registered Investment Advisors, PLLC logo Lonestar Registered Investment Advisors, PLLC
Very High 326
978
3
9
True Financial Group logo True Financial Group
Very High 334
667
2
2
Arroyo Investment Group, LLC logo Arroyo Investment Group, LLC
Very High 335
335
1
8
Webb Financial Group logo Webb Financial Group
Very High 337
673
2
8
Kissling Financial Services, LLC logo Kissling Financial Services, LLC
Very High 345
689
2
2
GreenPortfolio Inc. logo GreenPortfolio Inc.
Very High 346
346
1
6
Gunderson Capital Management logo Gunderson Capital Management
Very High 347
694
2
4
R2 Wealth Management Partners logo R2 Wealth Management Partners
Very High 369
737
2
8
American Retirement Planning Group Inc logo American Retirement Planning Group Inc
Very High 398
796
2
5
Polaris Financial, LLC logo Polaris Financial, LLC
Very High 426
852
2
2
Pento Portfolio Strategies, LLC logo Pento Portfolio Strategies, LLC
Very High 437
874
2
3
Superior Planning Wealth Management & Family Office logo Superior Planning Wealth Management & Family Office
Very High 509
509
1
12
Arta Finance logo Arta Finance
Very High 522
1,043
2
68
Meixler Investment Management, Ltd. logo Meixler Investment Management, Ltd.
Very High 561
561
1
1
Four Seasons Investment Advisors, Inc. logo Four Seasons Investment Advisors, Inc.
Very High 655
655
1
3
Preston Investments logo Preston Investments
Very High 842
2,526
3
4
Plan Confidence Corporation logo Plan Confidence Corporation
Very High 859
859
1
3
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