Clients per advisor for Supported firms serving clients in Georgia

In Georgia, supported financial advisory firms tend to have advisors managing a higher client load than the national median, with a state median of 71 clients per advisor compared to the national median of 47. This suggests that Georgia’s supported firms often operate with more structured, scalable models, allowing advisors to serve larger client bases efficiently. With 623 supported firms in the state, clients can expect a range of service styles, but the overall trend points toward firms balancing growth with streamlined processes rather than highly personalized, low-client models. This dynamic reflects a mature advisory market where efficiency and accessibility are key considerations.

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
Trutoro logo Trutoro
Very High 960
960
1
9
Chiron Capital Management, LLC logo Chiron Capital Management, LLC
Very High 896
896
1
6
Plan Confidence Corporation logo Plan Confidence Corporation
Very High 859
859
1
3
Preston Investments logo Preston Investments
Very High 842
2,526
3
4
Valor Financial Services, LLC logo Valor Financial Services, LLC
Very High 838
1,675
2
2
Tucker Financial Group logo Tucker Financial Group
Very High 810
2,429
3
3
Greenbridge Partners LLC
Very High 648
648
1
1
ADG Wealth Management Group, LLC logo ADG Wealth Management Group, LLC
Very High 555
555
1
4
Wealth Management Corporation
Very High 547
1,641
3
6
Pacifica Partners Capital Management logo Pacifica Partners Capital Management
Very High 544
544
1
10
Arta Finance logo Arta Finance
Very High 522
1,043
2
68
Pento Portfolio Strategies, LLC logo Pento Portfolio Strategies, LLC
Very High 437
874
2
3
MFP Financial Services, LLC logo MFP Financial Services, LLC
Very High 428
1,284
3
5
Polaris Financial, LLC logo Polaris Financial, LLC
Very High 426
852
2
2
Yeisley Wealth Solutions, Inc. logo Yeisley Wealth Solutions, Inc.
Very High 425
425
1
10
JMR Financial Group logo JMR Financial Group
Very High 418
835
2
4
Smith Asset Management Co., LLC logo Smith Asset Management Co., LLC
Very High 383
765
2
7
Guidance Capital, Inc. logo Guidance Capital, Inc.
Very High 378
756
2
10
Livelsberger Financial Advisory logo Livelsberger Financial Advisory
Very High 371
371
1
4
Gunderson Capital Management logo Gunderson Capital Management
Very High 347
694
2
4
San Blas Advisory, Inc. logo San Blas Advisory, Inc.
Very High 332
664
2
13
Lonestar Registered Investment Advisors, PLLC logo Lonestar Registered Investment Advisors, PLLC
Very High 326
978
3
9
McAlvany Wealth Management, LLC logo McAlvany Wealth Management, LLC
Very High 325
650
2
5
McKee Investment Planning, Inc. logo McKee Investment Planning, Inc.
Very High 324
647
2
2
Blueprint Wealth Management Inc. logo Blueprint Wealth Management Inc.
Very High 320
320
1
6
Security First Financial
Very High 320
639
2
2
Capasso Planning Partners LLC logo Capasso Planning Partners LLC
Very High 315
629
2
9
Wiregrass Asset Management logo Wiregrass Asset Management
Very High 313
313
1
3
Money Script Wealth Management, PLLC logo Money Script Wealth Management, PLLC
Very High 310
310
1
11
SavvyFi logo SavvyFi
Very High 307
307
1
15
Anderson Advisors, Inc. logo Anderson Advisors, Inc.
Very High 306
306
1
3
Marmo Financial Group, LLC logo Marmo Financial Group, LLC
Very High 306
917
3
9
Langley Wealth Management, LLC logo Langley Wealth Management, LLC
Very High 304
1,216
4
9
Its Asset Management, L.P. logo Its Asset Management, L.P.
Very High 293
586
2
9
Williams Financial Group logo Williams Financial Group
Very High 293
585
2
5
S&A Financial Services, Inc. logo S&A Financial Services, Inc.
Very High 290
1,160
4
7
Masterplan Retirement Consultants logo Masterplan Retirement Consultants
Very High 290
290
1
6
INTELUS Advisory Group, LLC logo INTELUS Advisory Group, LLC
Very High 290
290
1
3
Ironwood Investment Management, LLC logo Ironwood Investment Management, LLC
Very High 288
288
1
8
Southwest Investment Advisors, Inc. logo Southwest Investment Advisors, Inc.
Very High 287
1,149
4
5
Cramer & Rauchegger, Inc. logo Cramer & Rauchegger, Inc.
Very High 283
850
3
4
Stokes Capital Advisors, LLC logo Stokes Capital Advisors, LLC
Very High 277
277
1
2
CMG Capital Management Group, Inc. logo CMG Capital Management Group, Inc.
Very High 268
536
2
10
Senior Tax Advisory Group, Inc. logo Senior Tax Advisory Group, Inc.
Very High 267
802
3
6
Capital and Planning, LLC logo Capital and Planning, LLC
Very High 259
517
2
2
First Dallas Securities Incorporated logo First Dallas Securities Incorporated
Very High 253
253
1
20
Latko Wealth Management, Ltd. logo Latko Wealth Management, Ltd.
Very High 250
499
2
7
Walton Financial logo Walton Financial
Very High 248
248
1
4
TCM logo TCM
Very High 248
495
2
5
Wurz Financial Services, LLC logo Wurz Financial Services, LLC
Very High 246
491
2
6
Bucket List Wealth Management, LLC logo Bucket List Wealth Management, LLC
Very High 240
480
2
2
HF Advisory Group, LLC logo HF Advisory Group, LLC
Very High 230
460
2
6
Titletown Wealth Management, LLC logo Titletown Wealth Management, LLC
Very High 230
459
2
2
Peachtree Wealth Advisors, Inc logo Peachtree Wealth Advisors, Inc
Very High 227
453
2
3
RD Lewis Wealth Management logo RD Lewis Wealth Management
Very High 226
451
2
8
Kiker Wealth Management, LLC logo Kiker Wealth Management, LLC
Very High 224
894
4
9
TFP Management, LLC logo TFP Management, LLC
Very High 220
660
3
4
Stern Capital Management, Inc. logo Stern Capital Management, Inc.
Very High 216
649
3
3
Fortune 45, LLC. logo Fortune 45, LLC.
Very High 215
645
3
5
Ciovacco Capital Management logo Ciovacco Capital Management
Very High 214
214
1
2
Reap in Wealth Management, LLC logo Reap in Wealth Management, LLC
Very High 209
627
3
3
Pacific Park Financial, Inc. logo Pacific Park Financial, Inc.
Very High 209
209
1
2
Borabond, LLC logo Borabond, LLC
Very High 207
207
1
3
TRUFP logo TRUFP
Very High 205
820
4
8
Brixton Capital Wealth Advisors, LLC logo Brixton Capital Wealth Advisors, LLC
Very High 205
819
4
7
Solomon API LLC logo Solomon API LLC
Very High 204
613
3
3
Kirtland Financial Management, Inc. logo Kirtland Financial Management, Inc.
Very High 201
201
1
3
Axiom Investment Management LLC
Very High 201
201
1
10
Virtus Financial Partners logo Virtus Financial Partners
Very High 201
602
3
6
Adirondack Financial Services Corp logo Adirondack Financial Services Corp
Very High 199
596
3
16
Aljen Asset Management LLC logo Aljen Asset Management LLC
Very High 199
397
2
5
Windward Wealth Strategies, Inc. logo Windward Wealth Strategies, Inc.
Very High 197
394
2
3
Sanders & Scott, CHFC
Very High 196
392
2
3
Fund Advisors of America Inc
Very High 195
585
3
3
Wayne Firebaugh, Inc. logo Wayne Firebaugh, Inc.
Very High 195
195
1
3
Magnolia Wealth Management LLC logo Magnolia Wealth Management LLC
Very High 193
385
2
2
Ted Buchan & Company logo Ted Buchan & Company
Very High 192
383
2
7
Financial Concepts Unlimited, Inc. logo Financial Concepts Unlimited, Inc.
Very High 191
191
1
3
Ingram Advisory Services, LLC logo Ingram Advisory Services, LLC
Very High 190
380
2
2
Accelerated Wealth Advisors LLC logo Accelerated Wealth Advisors LLC
Very High 189
568
3
10
Tuttle Wealth Partners LLC logo Tuttle Wealth Partners LLC
Very High 188
565
3
5
The Holland Group, Retirement Wealth Advisors, LLC logo The Holland Group, Retirement Wealth Advisors, LLC
Very High 186
744
4
10
American Financial & Tax Strategies, Inc. logo American Financial & Tax Strategies, Inc.
Very High 185
185
1
1
Crescent Hill Partners LLC
Very High 183
183
1
1
Morey & Quinn Wealth Partners logo Morey & Quinn Wealth Partners
Very High 183
548
3
4
Lighthouse Retirement logo Lighthouse Retirement
Very High 182
182
1
1
Saos Capital, LLC logo Saos Capital, LLC
Very High 179
536
3
4
Easley Investment Consultants, Inc. logo Easley Investment Consultants, Inc.
Very High 179
357
2
3
Presper Financial Architects, LLC logo Presper Financial Architects, LLC
Very High 178
533
3
10
Estate Management Counselors, LLC logo Estate Management Counselors, LLC
Very High 178
355
2
4
IntelliVest Wealth Management logo IntelliVest Wealth Management
Very High 176
351
2
2
Fusion Capital, LLC logo Fusion Capital, LLC
Very High 175
700
4
6
Premier Private Wealth Management, LLC logo Premier Private Wealth Management, LLC
Very High 175
698
4
4
Hall Capital Management Company, Inc. logo Hall Capital Management Company, Inc.
Very High 173
519
3
9
First Financial Advisory Services Inc logo First Financial Advisory Services Inc
Very High 172
516
3
7
MMHP Investment Advisors logo MMHP Investment Advisors
Very High 168
336
2
4
Tim Looney Investments, LLC logo Tim Looney Investments, LLC
Very High 168
504
3
4
Ridge Capital Management, LLC logo Ridge Capital Management, LLC
Very High 168
335
2
6
The Nalls Sherbakoff Group, LLC logo The Nalls Sherbakoff Group, LLC
Very High 167
500
3
5
Madden Advisory Services, Inc. logo Madden Advisory Services, Inc.
Very High 166
331
2
5
Asset Preservation Group Inc logo Asset Preservation Group Inc
Very High 165
330
2
4
Second Half Financial Partners, LLC logo Second Half Financial Partners, LLC
Very High 162
485
3
5
Proper Wealth logo Proper Wealth
Very High 162
485
3
7
Sard Wealth Management Group, LLC logo Sard Wealth Management Group, LLC
Very High 160
319
2
3
MarketRiders logo MarketRiders
Very High 159
477
3
6
Smith, Brown & Groover, Inc. logo Smith, Brown & Groover, Inc.
Very High 159
477
3
7
J. L. Perkins Wealth Management, LLC logo J. L. Perkins Wealth Management, LLC
Very High 159
317
2
7
Orion Investment Co logo Orion Investment Co
Very High 157
627
4
6
Phillips Wealth Planners LLC logo Phillips Wealth Planners LLC
Very High 156
312
2
6
CFS Wealth Management logo CFS Wealth Management
Very High 155
465
3
3
Southeast Financial Advisors logo Southeast Financial Advisors
Very High 154
308
2
2
The Clark Group Asset Management logo The Clark Group Asset Management
Very High 153
458
3
5
Canterbury Capital Wealth Management, LLC logo Canterbury Capital Wealth Management, LLC
Very High 153
305
2
7
Generouswealth, LLC logo Generouswealth, LLC
Very High 153
305
2
3
AGP Franklin, LLC logo AGP Franklin, LLC
Very High 152
456
3
7
Metanoia Financial, LLC logo Metanoia Financial, LLC
Very High 151
151
1
3
Sound Financial Strategies Group, LLC logo Sound Financial Strategies Group, LLC
Very High 148
590
4
7
Kanani Advisory Group Inc. logo Kanani Advisory Group Inc.
Very High 147
589
4
8
Wordhouse Wealth Coaching logo Wordhouse Wealth Coaching
Very High 147
293
2
2
Holland Financial Services, Inc. logo Holland Financial Services, Inc.
Very High 146
146
1
3
Avail Investment Partners, LLC logo Avail Investment Partners, LLC
Very High 143
143
1
8
Norwood Economics, Inc. logo Norwood Economics, Inc.
Very High 143
143
1
4
Mariaca Wealth Management, LLC logo Mariaca Wealth Management, LLC
Very High 143
285
2
6
Georgia Advisory Group LLC logo Georgia Advisory Group LLC
Very High 143
285
2
2
Hergenroeder Financial Advisors, Inc. logo Hergenroeder Financial Advisors, Inc.
Very High 140
421
3
6
Legacy Partners Financial Group, LLC logo Legacy Partners Financial Group, LLC
Very High 140
140
1
4
DBA Olson Associates logo DBA Olson Associates
Very High 140
140
1
4
Asset Protection Wealth Management LLC logo Asset Protection Wealth Management LLC
Very High 138
138
1
3
AJ Advisors logo AJ Advisors
Very High 138
414
3
5
Regatta Research & Money Management L.L.C. logo Regatta Research & Money Management L.L.C.
Very High 138
550
4
8
Perkins Capital Management Inc logo Perkins Capital Management Inc
Very High 137
137
1
9
Brightwater Advisory, LLC logo Brightwater Advisory, LLC
Very High 137
273
2
5
Pearl Wealth Group logo Pearl Wealth Group
Very High 137
273
2
4
Westmark Wealth Management logo Westmark Wealth Management
Very High 136
543
4
4
LDN Wealth, LLC logo LDN Wealth, LLC
Very High 136
271
2
5
WealthFD logo WealthFD
Very High 135
406
3
16
CFG Retirement logo CFG Retirement
Very High 135
541
4
7
Bales Financial Advisors, Inc
Very High 135
270
2
2
Momentum Wealth Management logo Momentum Wealth Management
Very High 135
269
2
3
Elevate Wealth Management logo Elevate Wealth Management
Very High 135
269
2
5
Advisifi LLC logo Advisifi LLC
Very High 133
133
1
6
LUMINIST Capital, LLC logo LUMINIST Capital, LLC
Very High 133
530
4
4
Quantel Asset Management LLC logo Quantel Asset Management LLC
Very High 132
132
1
3
Applied Capital logo Applied Capital
Very High 132
264
2
2
Wildes Financial Strategies, Inc logo Wildes Financial Strategies, Inc
Very High 132
395
3
8
Baer Wealth Management logo Baer Wealth Management
Very High 132
263
2
2
Dorman Financial Management, P.A. logo Dorman Financial Management, P.A.
Very High 131
262
2
2
Georgia Wealth Partners, LLC logo Georgia Wealth Partners, LLC
Very High 129
514
4
4
Cosey Financial Services, Inc. logo Cosey Financial Services, Inc.
Very High 128
385
3
6
StoneCrest Wealth Management, Inc logo StoneCrest Wealth Management, Inc
Very High 128
385
3
4
Alcyon Wealth Partners logo Alcyon Wealth Partners
Very High 128
383
3
5
Pierson Wealth Management logo Pierson Wealth Management
Very High 128
255
2
3
BARR Financial Services, LLC logo BARR Financial Services, LLC
Very High 127
253
2
2
Brandon Financial Planning, Inc. logo Brandon Financial Planning, Inc.
Very High 126
252
2
5
Physician Family Financial Advisors Inc logo Physician Family Financial Advisors Inc
Very High 125
376
3
4
The Bottom Line Wealth Management Ltd. logo The Bottom Line Wealth Management Ltd.
Very High 125
250
2
3
Taylor Financial Group, Inc. logo Taylor Financial Group, Inc.
Very High 125
498
4
6
Retirement Planning Services logo Retirement Planning Services
Very High 124
248
2
6
Asset Management Group logo Asset Management Group
Very High 124
372
3
5
Embark Wealth Management, LLC logo Embark Wealth Management, LLC
Very High 123
369
3
3
Blalock Williams, LLC logo Blalock Williams, LLC
Very High 123
245
2
4
Kenneth Frenke & Co logo Kenneth Frenke & Co
Very High 123
245
2
3
Murphy Wealth Management Group logo Murphy Wealth Management Group
Very High 122
367
3
6
Harvest Investment Advisors, LLC logo Harvest Investment Advisors, LLC
Very High 122
122
1
2
Hanover Advisors, Inc logo Hanover Advisors, Inc
Very High 122
365
3
3
Florin Pensions LLC logo Florin Pensions LLC
Very High 121
485
4
5
Rinaldi Wealth Management, Inc. logo Rinaldi Wealth Management, Inc.
Very High 121
363
3
3
Wager Wealth Management and Financial Planning LLC
Very High 121
121
1
3
Norris Financial Group, LLC logo Norris Financial Group, LLC
Very High 121
362
3
6
Woloshin Investment Management, LLC logo Woloshin Investment Management, LLC
Very High 120
361
3
3
Calvert Wealth Management, Inc. logo Calvert Wealth Management, Inc.
Very High 120
360
3
4
Baobab Wealth Management logo Baobab Wealth Management
Very High 120
240
2
2
Northill Aims, LLC logo Northill Aims, LLC
Very High 120
120
1
2
The Keystone Financial Alliance, LLC logo The Keystone Financial Alliance, LLC
Very High 119
119
1
3
Parrish Capital, LLC logo Parrish Capital, LLC
Very High 117
234
2
3
Aldebaran Financial Inc logo Aldebaran Financial Inc
Very High 117
350
3
8
Safe Harbor Fiduciary, LLC logo Safe Harbor Fiduciary, LLC
Very High 115
346
3
5
Creative Financial Partners logo Creative Financial Partners
Very High 115
115
1
3
Dovetail Financial Group LLC logo Dovetail Financial Group LLC
Very High 114
341
3
6
Peachtree Investment Partners, LLC logo Peachtree Investment Partners, LLC
Very High 114
227
2
2
Wealth Intelligence, LLC logo Wealth Intelligence, LLC
Very High 114
227
2
5
Everest Financial Advisors, LLC logo Everest Financial Advisors, LLC
Very High 113
225
2
2
Ipsen Advisor Group logo Ipsen Advisor Group
Very High 112
337
3
5
McCollum Christoferson Group, LLC logo McCollum Christoferson Group, LLC
Very High 112
337
3
6
Turner Capital Investments, LLC logo Turner Capital Investments, LLC
Very High 111
333
3
4
Chronos Wealth Management, L.L.C. logo Chronos Wealth Management, L.L.C.
Very High 111
221
2
3
Innovative Advisory Partners, LLC logo Innovative Advisory Partners, LLC
Very High 111
442
4
8
Actify Investor Retirements, LLC logo Actify Investor Retirements, LLC
Very High 110
220
2
2
Cascades Capital Asset Management, LLC logo Cascades Capital Asset Management, LLC
Very High 110
329
3
3
Michael Brady & Co., LLC logo Michael Brady & Co., LLC
Very High 109
218
2
2
Incompass Financial Partners, LLC logo Incompass Financial Partners, LLC
Very High 108
325
3
6
Sara-Bay Financial Corp. logo Sara-Bay Financial Corp.
Very High 108
324
3
5
Kingsman Wealth Management Inc. logo Kingsman Wealth Management Inc.
Very High 108
216
2
3
Xantos Labs, LLC logo Xantos Labs, LLC
Very High 108
108
1
4
Cobblestone Asset Management logo Cobblestone Asset Management
Very High 108
432
4
4
Fifr logo Fifr
Very High 107
214
2
2
Physician Wealth Solutions logo Physician Wealth Solutions
Very High 107
107
1
1
Oxford Chase Advisors LLC logo Oxford Chase Advisors LLC
Very High 107
320
3
3
Live Oak Investment Partners logo Live Oak Investment Partners
Very High 106
317
3
4
Cravens & Company Wealth Management logo Cravens & Company Wealth Management
Very High 106
211
2
6
ValueWealth Services, LLC logo ValueWealth Services, LLC
High 105
420
4
4
Act Advisors logo Act Advisors
High 105
420
4
10
BRIA Capital Group, LLC logo BRIA Capital Group, LLC
High 104
311
3
5
FamilyWealth Asset Management logo FamilyWealth Asset Management
High 103
413
4
4
Clarion Wealth Management Partners logo Clarion Wealth Management Partners
High 103
411
4
8
Wickham Financial & Insurance Services logo Wickham Financial & Insurance Services
High 103
308
3
4
Cambridge Financial Group, Inc. logo Cambridge Financial Group, Inc.
High 102
306
3
6
Stillblue Financial Partners, LLC logo Stillblue Financial Partners, LLC
High 102
203
2
2
SFI Advisors, LLC logo SFI Advisors, LLC
High 101
304
3
12
Park Square Financial Group LLC logo Park Square Financial Group LLC
High 101
404
4
5
GoalFusion Wealth Management logo GoalFusion Wealth Management
High 101
302
3
5
Great Gable Wealth Management, LLC logo Great Gable Wealth Management, LLC
High 100
301
3
3
Hayek Kallen Investment Management L.L.C. logo Hayek Kallen Investment Management L.L.C.
High 100
200
2
3
McBryar Advisory Services, Inc. logo McBryar Advisory Services, Inc.
High 100
200
2
3
Horowitz & Company, Inc. logo Horowitz & Company, Inc.
High 100
199
2
2
NBZ Investment Advisors, LLC logo NBZ Investment Advisors, LLC
High 99
198
2
7
Charleston Financial Advisors, LLC logo Charleston Financial Advisors, LLC
High 98
196
2
5
Bull Street Advisors logo Bull Street Advisors
High 98
98
1
1
Ruggiero Investments logo Ruggiero Investments
High 98
392
4
5
Wynn Capital logo Wynn Capital
High 98
293
3
4
WMS Wealth Planners logo WMS Wealth Planners
High 97
292
3
6
Family First Financial Planning logo Family First Financial Planning
High 97
193
2
2
Portfolio Strategies Inc logo Portfolio Strategies Inc
High 96
289
3
5
VCP Financial LLC logo VCP Financial LLC
High 96
385
4
5
stonebridge wealth management llc logo stonebridge wealth management llc
High 96
288
3
4
Newcorp Wealth Management logo Newcorp Wealth Management
High 95
190
2
3
Daner Wealth Management, LLC logo Daner Wealth Management, LLC
High 95
190
2
2
Wealth Planning Group logo Wealth Planning Group
High 95
380
4
6
360 Financial Partners, LLC logo 360 Financial Partners, LLC
High 95
285
3
3
The Bedminster Group logo The Bedminster Group
High 95
189
2
3
Elm3 Financial Group, LLC logo Elm3 Financial Group, LLC
High 94
282
3
5
Parvin Asset Management, LLC logo Parvin Asset Management, LLC
High 94
94
1
6
Coastline Complete Wealth LLC logo Coastline Complete Wealth LLC
High 93
186
2
3
Lexus Wealth Management logo Lexus Wealth Management
High 93
279
3
3
Korving & Company LLC
High 93
278
3
3
Steelhead Wealth Management logo Steelhead Wealth Management
High 93
278
3
7
Peninsula Asset Management Inc logo Peninsula Asset Management Inc
High 93
185
2
4
Game Plan Financial Advisors, LLC logo Game Plan Financial Advisors, LLC
High 93
185
2
5
Paul Manners & Associates, Inc. logo Paul Manners & Associates, Inc.
High 92
184
2
3
Magnolia Financial Planning Services, Inc.
High 92
276
3
4
Golden Bell Financial Planning, LLC logo Golden Bell Financial Planning, LLC
High 92
92
1
1
Accordant Advisory Group, Inc. logo Accordant Advisory Group, Inc.
High 91
182
2
3
Beacon Financial Advisers, Inc. logo Beacon Financial Advisers, Inc.
High 91
91
1
3
TJT Capital Group, LLC logo TJT Capital Group, LLC
High 91
181
2
4
Townsend Wealth Management logo Townsend Wealth Management
High 90
179
2
3
Northstar Financial Planners, Inc. logo Northstar Financial Planners, Inc.
High 90
358
4
8
Snider Advisors logo Snider Advisors
High 89
357
4
4
Novus Advisors logo Novus Advisors
High 89
267
3
5
Wilkins Miller Wealth Management, LLC logo Wilkins Miller Wealth Management, LLC
High 89
178
2
3
Imperium Wealth Management, LLC logo Imperium Wealth Management, LLC
High 89
177
2
6
Legacy Planning Advisors, LLC logo Legacy Planning Advisors, LLC
High 88
265
3
8
Copperwood Financial logo Copperwood Financial
High 87
262
3
3
The Monitor Group, Inc. logo The Monitor Group, Inc.
High 87
174
2
3
Stash Wealth, LLC logo Stash Wealth, LLC
High 87
174
2
3
56 Capital Partners, Ltd logo 56 Capital Partners, Ltd
High 87
260
3
3
Mainstream Capital Management logo Mainstream Capital Management
High 85
170
2
4
Sentara Capital logo Sentara Capital
High 85
169
2
3
Klein Pavlis & Peasley Financial, Inc. logo Klein Pavlis & Peasley Financial, Inc.
High 84
336
4
5
COMPASS Wealth Management, LLC logo COMPASS Wealth Management, LLC
High 84
168
2
4
Odyssey Capital Advisors Inc. logo Odyssey Capital Advisors Inc.
High 84
252
3
5
The Jenkins Group logo The Jenkins Group
High 84
251
3
5
Steadmont Advisors, LLC logo Steadmont Advisors, LLC
High 83
333
4
5
Brooks, Moore & Associates, Inc. logo Brooks, Moore & Associates, Inc.
High 83
165
2
5
Trademark Capital Management Inc. logo Trademark Capital Management Inc.
High 83
330
4
7
Magellan Planning Group logo Magellan Planning Group
High 82
247
3
3
Wallick Investments, LLC logo Wallick Investments, LLC
High 82
247
3
5
Cerner Capital Management, LLC logo Cerner Capital Management, LLC
High 82
82
1
3
WMGNA logo WMGNA
High 82
326
4
9
The Palmer Knight Company logo The Palmer Knight Company
High 82
163
2
2
Hamilton Capital Partners, LLC logo Hamilton Capital Partners, LLC
High 82
163
2
5
BlackLines Financial logo BlackLines Financial
High 81
244
3
3
Arch Partners Wealth Management, Inc. logo Arch Partners Wealth Management, Inc.
High 81
244
3
3
Summit Investment Management, Ltd. logo Summit Investment Management, Ltd.
High 81
162
2
5
Goepper Burkhardt LLC logo Goepper Burkhardt LLC
High 81
243
3
5
Investable logo Investable
High 81
81
1
4
Code Waechter LLC logo Code Waechter LLC
High 81
322
4
9
Stone Bridge Asset Management, LLC logo Stone Bridge Asset Management, LLC
High 80
240
3
3
Baugh & Associates, LLC
High 80
160
2
4
Kubhera Enterprises LLC logo Kubhera Enterprises LLC
High 79
238
3
5
Macco Financial Group, Inc. logo Macco Financial Group, Inc.
High 79
317
4
8
Rall Capital Management, Inc. logo Rall Capital Management, Inc.
High 79
157
2
3
Blue Marble Investments logo Blue Marble Investments
High 78
235
3
3
IQVestment, LLC logo IQVestment, LLC
High 78
235
3
5
Capital Research Advisors, LLC logo Capital Research Advisors, LLC
High 78
156
2
2
Felton & Peel Wealth Management, Inc. logo Felton & Peel Wealth Management, Inc.
High 78
78
1
5
D.L. Fields Advisory Group, LLC logo D.L. Fields Advisory Group, LLC
High 78
310
4
4
Oak Street Advisors logo Oak Street Advisors
High 78
155
2
2
Wilson Wealth Stewardship logo Wilson Wealth Stewardship
High 78
155
2
4
Summit Financial Group, LLC
High 76
76
1
3
Grand Central Investment Group, LLC logo Grand Central Investment Group, LLC
High 76
227
3
5
The Foundation Investment Group logo The Foundation Investment Group
High 76
151
2
6
Mosaic Wealth Management, L.L.C. logo Mosaic Wealth Management, L.L.C.
High 75
75
1
2
The Marin Group Inc. logo The Marin Group Inc.
High 75
150
2
2
Fiduciary Capital, Inc. logo Fiduciary Capital, Inc.
High 75
298
4
5
Copperleaf Capital, LLC logo Copperleaf Capital, LLC
High 74
297
4
7
Ascension Wealth Advisors logo Ascension Wealth Advisors
High 74
74
1
3
Storms & Rowdon Financial Services, Inc. logo Storms & Rowdon Financial Services, Inc.
High 74
222
3
4
CAM Investor Solutions logo CAM Investor Solutions
High 73
146
2
3
Mason Westbridge Asset Management LLC logo Mason Westbridge Asset Management LLC
High 73
146
2
2
Rooted Planning Group logo Rooted Planning Group
High 73
218
3
7
Trippon Wealth Management Group LLC logo Trippon Wealth Management Group LLC
High 73
290
4
5
Henry Bragg & Co. logo Henry Bragg & Co.
High 72
72
1
4
Legacy Financial Advisors logo Legacy Financial Advisors
High 72
216
3
3
Investable Wealth, LLC logo Investable Wealth, LLC
High 72
143
2
2
Muirfield Wealth Advisors LLC logo Muirfield Wealth Advisors LLC
High 72
143
2
3
Stronghold Wealth Management L.L.C. logo Stronghold Wealth Management L.L.C.
High 72
143
2
2
Daniel Investment Group Inc. logo Daniel Investment Group Inc.
High 71
214
3
3
McDonough Capital Management, Inc. logo McDonough Capital Management, Inc.
High 71
285
4
4
ST. John & Associates, Inc. logo ST. John & Associates, Inc.
High 71
142
2
6
Stewardship Partners Investment Counsel, Inc. logo Stewardship Partners Investment Counsel, Inc.
High 71
142
2
4
SilverOak Investments, LLC logo SilverOak Investments, LLC
High 71
142
2
4
Wealth 360, LLC logo Wealth 360, LLC
High 71
142
2
2
Strauss Financial Group logo Strauss Financial Group
High 71
212
3
6
Cannon Capital Management, Inc. logo Cannon Capital Management, Inc.
High 70
211
3
8
The Sterling Group logo The Sterling Group
High 70
281
4
9
Approach Retirement Advisors, LLC logo Approach Retirement Advisors, LLC
High 70
140
2
2
Zermatt Wealth Partners logo Zermatt Wealth Partners
High 70
209
3
6
Core Wealth Management, Inc. logo Core Wealth Management, Inc.
High 70
278
4
4
Davenport Watts & Drake Investment Advisors, LLC logo Davenport Watts & Drake Investment Advisors, LLC
High 69
208
3
3
Private Family Wealth Advisors logo Private Family Wealth Advisors
High 69
138
2
4
Jansson Financial Svcs
High 69
207
3
3
First Wilshire Securities Management, Inc. logo First Wilshire Securities Management, Inc.
High 69
275
4
9
Banyan Capital Management, Inc. logo Banyan Capital Management, Inc.
High 69
137
2
3
Conway Capital Management, Inc.
High 68
68
1
1
Kroon & Mitchell Asset Management LLC logo Kroon & Mitchell Asset Management LLC
High 68
203
3
5
TandemGrowth Financial Advisors, LLC logo TandemGrowth Financial Advisors, LLC
High 67
202
3
4
Audible Wealth Management logo Audible Wealth Management
High 67
269
4
5
TL Private Wealth logo TL Private Wealth
High 67
269
4
4
Providence Wealth Management LLC logo Providence Wealth Management LLC
High 67
201
3
8
Luken Investment Analytics, LLC logo Luken Investment Analytics, LLC
High 67
267
4
6
Cornerstone Financial logo Cornerstone Financial
High 67
200
3
3
Tactivest, LLC logo Tactivest, LLC
High 67
200
3
3
Ponte Vedra Wealth logo Ponte Vedra Wealth
High 67
133
2
7
Fortune Wealth Management, LLC logo Fortune Wealth Management, LLC
High 66
199
3
3
Galleria Financial Advisors, LLC
High 66
132
2
2
Darden Wealth Group logo Darden Wealth Group
High 66
264
4
5
Commonwealth Financial Planners Inc logo Commonwealth Financial Planners Inc
High 66
132
2
3
Symmetry Capital Advisors LLC
High 66
66
1
5
StreamSong Advisors, LLC logo StreamSong Advisors, LLC
High 66
263
4
5
SageOak Financial, LLC logo SageOak Financial, LLC
High 66
263
4
4
Rothman Investment Management, LLC logo Rothman Investment Management, LLC
High 66
131
2
3
Genesis Investments logo Genesis Investments
High 66
262
4
4
Spartan Planning Group logo Spartan Planning Group
High 65
196
3
5
Nefpg logo Nefpg
High 65
196
3
6
Cypress Capital logo Cypress Capital
High 65
260
4
6
PMD Advisory logo PMD Advisory
High 65
130
2
7
Christian Values Investing, Inc. logo Christian Values Investing, Inc.
High 65
194
3
3
Agilis Investment Management LLC logo Agilis Investment Management LLC
High 65
194
3
4
RMG Advisors logo RMG Advisors
High 64
192
3
6
Independent Wealth Advisors, LLC
High 64
256
4
4
Prosperity Road, LLC logo Prosperity Road, LLC
High 64
64
1
3
Richardson Financial Services logo Richardson Financial Services
High 64
192
3
6
Barnes Dennig Private Wealth Management, LLC logo Barnes Dennig Private Wealth Management, LLC
High 64
191
3
7
Peak Wealth Group LLC
Typical 64
127
2
2
Archer Investment Management logo Archer Investment Management
Typical 64
254
4
4
Van der Noord Financial Advisors, Inc. logo Van der Noord Financial Advisors, Inc.
Typical 63
126
2
4
Executive Money Managers, Inc. logo Executive Money Managers, Inc.
Typical 63
252
4
5
First City Capital Management Inc logo First City Capital Management Inc
Typical 63
251
4
6
Together Planning logo Together Planning
Typical 62
187
3
4
Integras Partners, LLC logo Integras Partners, LLC
Typical 62
187
3
5
SmartPlan Investing logo SmartPlan Investing
Typical 62
249
4
4
Atlantis Wealth Advisors LLC logo Atlantis Wealth Advisors LLC
Typical 62
248
4
4
Stravolo Wealth Management, LLC logo Stravolo Wealth Management, LLC
Typical 62
62
1
5
Baldwin Financial Advisors, LLC logo Baldwin Financial Advisors, LLC
Typical 62
247
4
4
Joyce Wealth Management, LLC logo Joyce Wealth Management, LLC
Typical 62
185
3
3
Kinwell LLC logo Kinwell LLC
Typical 62
123
2
2
ReliaStar Capital Management, Inc. logo ReliaStar Capital Management, Inc.
Typical 62
123
2
3
SFG Wealth Advisors, LLC logo SFG Wealth Advisors, LLC
Typical 61
245
4
6
Longview Financial Advisors, Inc. logo Longview Financial Advisors, Inc.
Typical 61
182
3
7
Surepath Financial Services, LLC logo Surepath Financial Services, LLC
Typical 61
121
2
2
Mos Capital, Inc. logo Mos Capital, Inc.
Typical 60
120
2
3
1620 Investment Advisors, Inc. logo 1620 Investment Advisors, Inc.
Typical 60
239
4
6
Holcombe Financial, Inc. logo Holcombe Financial, Inc.
Typical 60
179
3
5
Chancellor Wealth Management, Inc. logo Chancellor Wealth Management, Inc.
Typical 60
119
2
3
Fully Financial logo Fully Financial
Typical 60
119
2
3
CMC Financial Group, LLC logo CMC Financial Group, LLC
Typical 59
176
3
4
Taverik Capital, LLC logo Taverik Capital, LLC
Typical 59
117
2
10
Mench Financial Inc logo Mench Financial Inc
Typical 58
175
3
4
ATLas Investment Advisors logo ATLas Investment Advisors
Typical 58
116
2
2
Wealth Engagement logo Wealth Engagement
Typical 58
58
1
3
Bryspen, Incorporated logo Bryspen, Incorporated
Typical 58
58
1
2
The Moorings Group, LLC logo The Moorings Group, LLC
Typical 58
116
2
2
Davis Capital Management logo Davis Capital Management
Typical 58
232
4
5
Summit Investment Advisory Group LLC logo Summit Investment Advisory Group LLC
Typical 58
116
2
3
Bridgelight Capital LLC logo Bridgelight Capital LLC
Typical 58
173
3
4
Valiant Wealth, LLC logo Valiant Wealth, LLC
Typical 58
173
3
12
Freedom Capital Advisors Inc logo Freedom Capital Advisors Inc
Typical 58
115
2
2
YFP Wealth logo YFP Wealth
Typical 58
230
4
7
Gunn & Company Investment Management, Inc. logo Gunn & Company Investment Management, Inc.
Typical 57
172
3
5
TruAdvisors logo TruAdvisors
Typical 57
172
3
3
Lightsquare Wealth Management, LLC logo Lightsquare Wealth Management, LLC
Typical 57
172
3
5
EADS & Heald Wealth Management logo EADS & Heald Wealth Management
Typical 57
229
4
6
Exit Wealth Advisors logo Exit Wealth Advisors
Typical 57
170
3
7
Macroview Investment Management LLC logo Macroview Investment Management LLC
Typical 56
225
4
5
Campbell Asset Management, LLC logo Campbell Asset Management, LLC
Typical 56
168
3
4
Rivertree Wealth logo Rivertree Wealth
Typical 56
167
3
5
American Wealth Administration Group LLC
Typical 56
167
3
3
Hwa Financial Group logo Hwa Financial Group
Typical 56
167
3
4
Orographic Financial Advisors logo Orographic Financial Advisors
Typical 56
111
2
3
Assetgrade, LLC logo Assetgrade, LLC
Typical 55
165
3
3
American Wealth Advisors, LLC logo American Wealth Advisors, LLC
Typical 55
109
2
3
Vigil Wealth Management, LLC logo Vigil Wealth Management, LLC
Typical 54
162
3
4
Mark Gillam Enterprises
Typical 54
108
2
6
CBG & Company, Inc. logo CBG & Company, Inc.
Typical 54
161
3
9
Networth Financial Services, LLC logo Networth Financial Services, LLC
Typical 54
107
2
5
Odingard Capital Management logo Odingard Capital Management
Typical 53
106
2
7
Sincerus Advisory logo Sincerus Advisory
Typical 53
158
3
4
Pillar Financial Advisors, LLC logo Pillar Financial Advisors, LLC
Typical 53
210
4
6
Letson Investment Management, Inc. logo Letson Investment Management, Inc.
Typical 53
105
2
2
Aligne Wealth Advisors Investment Management (AWAIM) logo Aligne Wealth Advisors Investment Management (AWAIM)
Typical 52
209
4
5
Reicon Wealth Advisors, LLC logo Reicon Wealth Advisors, LLC
Typical 52
52
1
5
Hall Financial Advisors, Pc logo Hall Financial Advisors, Pc
Typical 51
51
1
3
ButlerJeffrey, LLC logo ButlerJeffrey, LLC
Typical 51
51
1
3
ProAthlete Wealth Management LLC logo ProAthlete Wealth Management LLC
Typical 51
203
4
5
Cox Capital Management LLC logo Cox Capital Management LLC
Typical 50
201
4
4
Armor Investment Advisors, LLC logo Armor Investment Advisors, LLC
Typical 50
201
4
6
Chamberlain Financial Advisors, Inc. logo Chamberlain Financial Advisors, Inc.
Typical 50
100
2
2
Idle Hill Advisors LLC logo Idle Hill Advisors LLC
Typical 50
200
4
7
Financial Trust Asset Management Chartered logo Financial Trust Asset Management Chartered
Typical 50
200
4
5
Cuthbert Financial Guidance logo Cuthbert Financial Guidance
Typical 50
100
2
3
Lipscomb Investment Group, LLC logo Lipscomb Investment Group, LLC
Typical 50
149
3
3
GPWA, LLC logo GPWA, LLC
Typical 50
198
4
8
Harbor Asset Planning, Inc. logo Harbor Asset Planning, Inc.
Typical 50
99
2
3
Paces Ferry Wealth Advisors, LLC logo Paces Ferry Wealth Advisors, LLC
Typical 50
198
4
6
Triumph Wealth Advisors, Inc. logo Triumph Wealth Advisors, Inc.
Typical 49
196
4
4
E2E Financial logo E2E Financial
Typical 49
49
1
3
FBS Securities logo FBS Securities
Typical 49
97
2
2
Bey-Douglas, LLC Investment Counsel logo Bey-Douglas, LLC Investment Counsel
Typical 48
145
3
3
Mersereau, Lazenby & Rockas, L.L.C. logo Mersereau, Lazenby & Rockas, L.L.C.
Typical 48
143
3
13
Relativity Capital Advisors, LLC logo Relativity Capital Advisors, LLC
Typical 48
95
2
2
Point Nemo Capital, LLC logo Point Nemo Capital, LLC
Typical 48
95
2
3
Apogee Wealth Partners, LLC logo Apogee Wealth Partners, LLC
Typical 47
94
2
3
Phase Line Capital, LLC logo Phase Line Capital, LLC
Typical 47
141
3
3
Fee-Only Financial Planning, L.C. logo Fee-Only Financial Planning, L.C.
Typical 47
141
3
3
Anselme Capital, Inc. logo Anselme Capital, Inc.
Typical 47
94
2
2
Dyche Wealth Management, Inc logo Dyche Wealth Management, Inc
Typical 47
140
3
4
Safewater Investment Management LLC
Typical 47
93
2
2
CEF Advisors logo CEF Advisors
Typical 47
93
2
5
Robbins Wealth Management logo Robbins Wealth Management
Typical 46
139
3
3
Signet Investment Advisory Group, Inc. logo Signet Investment Advisory Group, Inc.
Typical 46
185
4
9
Ridgeline Private Wealth logo Ridgeline Private Wealth
Typical 46
185
4
6
MRP Capital Investments, LLC logo MRP Capital Investments, LLC
Typical 46
138
3
5
Prosperitage Wealth logo Prosperitage Wealth
Typical 46
46
1
3
Centurion Advisory Group, Inc logo Centurion Advisory Group, Inc
Typical 46
91
2
4
Riverbend Wealth Management, LLC logo Riverbend Wealth Management, LLC
Typical 45
181
4
8
Objectivity Squared Wealth Management logo Objectivity Squared Wealth Management
Typical 45
181
4
6
C.W. O'Conner Wealth Advisors, Inc. logo C.W. O'Conner Wealth Advisors, Inc.
Typical 45
135
3
3
Compass Capital Investments LLC
Typical 45
135
3
3
CMA Financial Services logo CMA Financial Services
Typical 45
90
2
3
MASH Financial Planning logo MASH Financial Planning
Typical 45
45
1
3
Klopp Investment Management LLC logo Klopp Investment Management LLC
Typical 45
89
2
2
Aventura Private Wealth, LLC logo Aventura Private Wealth, LLC
Typical 45
178
4
5
Financial Advisory Partners, LLC
Typical 44
133
3
3
Tidal Creek Capital Advisors logo Tidal Creek Capital Advisors
Typical 44
177
4
4
Mccormack Financial Planning Inc. logo Mccormack Financial Planning Inc.
Typical 44
132
3
3
Unified Investment Management logo Unified Investment Management
Typical 44
88
2
2
D2 Capital Management logo D2 Capital Management
Typical 43
86
2
2
Princeton Capital Management LLC logo Princeton Capital Management LLC
Typical 43
171
4
10
Capital Investment Partners LLC
Typical 43
85
2
2
Beall Financial Planning, Inc. logo Beall Financial Planning, Inc.
Typical 43
85
2
2
Turner Wealth Advisory logo Turner Wealth Advisory
Typical 42
84
2
2
Dolan Capital Advisors, LLC logo Dolan Capital Advisors, LLC
Typical 42
83
2
4
Strategic Asset Management Group Advisors logo Strategic Asset Management Group Advisors
Typical 41
124
3
5
Bella Wealth Management, LLC
Typical 41
165
4
5
F5 Financial Planning, L.L.C. logo F5 Financial Planning, L.L.C.
Typical 41
123
3
3
Vestwyze, LLC logo Vestwyze, LLC
Typical 41
82
2
2
Lyon Capital Management, LLC logo Lyon Capital Management, LLC
Typical 41
82
2
3
Lyon Wealth Advisors
Typical 41
123
3
3
Astrop Advisory Corporation logo Astrop Advisory Corporation
Typical 41
82
2
2
Optimum Wealth Management, LLC logo Optimum Wealth Management, LLC
Typical 41
82
2
2
Minerva Planning Group logo Minerva Planning Group
Typical 41
122
3
5
Lifestyle Freedom Advisory Group, LLC logo Lifestyle Freedom Advisory Group, LLC
Typical 41
162
4
5
Berkeley Advisors, Inc. logo Berkeley Advisors, Inc.
Typical 41
81
2
2
Monterey Wealth logo Monterey Wealth
Typical 40
121
3
3
Hayes Wealth Advisors, LLC logo Hayes Wealth Advisors, LLC
Low 40
120
3
3
DecisionMap Wealth Management, LLC logo DecisionMap Wealth Management, LLC
Low 40
159
4
5
Barnett & Co Inc logo Barnett & Co Inc
Low 39
116
3
5
Alpha Financial Management, Inc. logo Alpha Financial Management, Inc.
Low 38
115
3
4
Imprint Wealth LLC
Low 38
76
2
7
Datalign logo Datalign
Low 38
38
1
20
Anson Analytics logo Anson Analytics
Low 38
113
3
5
Solomon Investments & Financial Planning, LLC
Low 38
75
2
2
REV Capital, LLC logo REV Capital, LLC
Low 38
75
2
2
1776 Wealth LLC logo 1776 Wealth LLC
Low 38
75
2
2
Eden Capital Management, LLC logo Eden Capital Management, LLC
Low 37
112
3
3
Cedarwood Wealth logo Cedarwood Wealth
Low 37
111
3
3
The Renn Wealth Management Group, Inc. logo The Renn Wealth Management Group, Inc.
Low 37
74
2
4
Steward Advisors Group, LLC logo Steward Advisors Group, LLC
Low 36
109
3
11
Cantu Tactical Wealth Management, Inc. logo Cantu Tactical Wealth Management, Inc.
Low 36
72
2
2
Chiper Wealth Management, LLC logo Chiper Wealth Management, LLC
Low 36
107
3
3
Evergreen Wealth Advisors logo Evergreen Wealth Advisors
Low 36
142
4
18
Campion Asset Management, LLC logo Campion Asset Management, LLC
Low 35
106
3
3
Pandora Wealth, Inc. logo Pandora Wealth, Inc.
Low 35
105
3
7
Provident Financial Planning, LLC logo Provident Financial Planning, LLC
Low 35
70
2
2
Cornerstone Investment Management and Consulting, LLC logo Cornerstone Investment Management and Consulting, LLC
Low 35
70
2
3
Family Capital Advisors, LLC logo Family Capital Advisors, LLC
Low 35
69
2
2
Chacon Diaz & Di Virgilio Wealth Management, LLC logo Chacon Diaz & Di Virgilio Wealth Management, LLC
Low 35
138
4
4
PR Squared Wealth Management LLC
Low 34
103
3
3
Heinz Investments logo Heinz Investments
Low 34
68
2
3
Financial Architects, LLC logo Financial Architects, LLC
Low 33
100
3
3
Great Path Planning logo Great Path Planning
Low 33
66
2
3
Williamson Advisory Services, Inc.
Low 33
66
2
2
Alder Financial Group Inc logo Alder Financial Group Inc
Low 33
65
2
3
Capital Endurance Group, Inc logo Capital Endurance Group, Inc
Low 33
65
2
3
M&A Wealth logo M&A Wealth
Low 32
97
3
5
ABW, LLC
Low 32
64
2
2
CIGX, LLC
Low 32
95
3
3
Lang Asset Management, Inc. logo Lang Asset Management, Inc.
Low 32
63
2
2
Strickland Davis Advisors LLC
Low 31
93
3
3
ABG Financial Services, Inc. logo ABG Financial Services, Inc.
Low 31
62
2
2
Sunglow Wealth Advisory LLC
Low 31
62
2
2
Heritage Financial Advisory, LLC logo Heritage Financial Advisory, LLC
Low 31
61
2
2
Impact Advisors Group logo Impact Advisors Group
Low 30
90
3
3
Barnstone Advisors LLC logo Barnstone Advisors LLC
Low 30
90
3
4
Thompson Wealth Management, Inc. logo Thompson Wealth Management, Inc.
Low 30
30
1
6
Circa Capital, LLC logo Circa Capital, LLC
Low 30
59
2
2
Trimaran Capital logo Trimaran Capital
Low 30
59
2
2
UL Wealth LLC logo UL Wealth LLC
Low 29
117
4
4
Carrington Advisors, LLC logo Carrington Advisors, LLC
Low 29
117
4
7
Latitude Investment Group logo Latitude Investment Group
Low 29
87
3
3
PIA, LLLP logo PIA, LLLP
Low 29
29
1
3
Conscious Wealth Investments, LLC logo Conscious Wealth Investments, LLC
Low 29
115
4
7
Peregrine Investment Advisors, LLC logo Peregrine Investment Advisors, LLC
Low 29
86
3
4
Capital Advisors Wealth Management, LLC logo Capital Advisors Wealth Management, LLC
Low 29
57
2
2
Rooks Wealth Advisors, LLC logo Rooks Wealth Advisors, LLC
Low 29
57
2
2
Chastain Wealth Management logo Chastain Wealth Management
Low 29
57
2
2
A & P Wealth Management logo A & P Wealth Management
Low 28
56
2
2
Piedmont Private Equity logo Piedmont Private Equity
Low 28
28
1
3
NTV Asset Management, LLC logo NTV Asset Management, LLC
Low 28
56
2
2
Bloomwood logo Bloomwood
Low 28
28
1
3
Xception Family Office
Low 28
28
1
5
Journey Beyond Wealth logo Journey Beyond Wealth
Low 27
109
4
6
Setarcos Wealth Advisors LLC logo Setarcos Wealth Advisors LLC
Low 27
54
2
3
Long Game Financial, LLC logo Long Game Financial, LLC
Low 27
54
2
2
MartinWright Advisory, LLC logo MartinWright Advisory, LLC
Low 27
108
4
9
Thompson Capital Management, LLC logo Thompson Capital Management, LLC
Low 27
80
3
3
Birchwood Capital logo Birchwood Capital
Low 27
53
2
3
Aurora Investment Counsel logo Aurora Investment Counsel
Low 27
53
2
3
Financial Discovery logo Financial Discovery
Low 26
79
3
3
Saint Francis Capital logo Saint Francis Capital
Low 26
78
3
3
Meddent Solutions logo Meddent Solutions
Low 26
26
1
5
Michael L. Ball, CPA, LLC logo Michael L. Ball, CPA, LLC
Low 26
78
3
3
BHK Securities, LLC logo BHK Securities, LLC
Low 26
103
4
8
OPPOQUEST logo OPPOQUEST
Low 26
77
3
3
Consilium Wealth Advisory, LLC logo Consilium Wealth Advisory, LLC
Low 26
102
4
5
Munro Legacy Planners LLC logo Munro Legacy Planners LLC
Low 25
25
1
4
Fairway Asset Management, LLC logo Fairway Asset Management, LLC
Low 25
74
3
4
Inkwell Capital logo Inkwell Capital
Low 25
49
2
2
Soar Financial LLC logo Soar Financial LLC
Low 24
97
4
5
Just Futures logo Just Futures
Low 24
95
4
6
Sunbeam Capital Management, LLC
Low 24
47
2
3
Moran Tice Capital Management LLC
Low 24
47
2
2
Signify Wealth LLC logo Signify Wealth LLC
Low 24
94
4
17
Root Wealth Management logo Root Wealth Management
Low 23
46
2
2
Twin Robins Capital logo Twin Robins Capital
Low 23
45
2
2
34 Financial, LLC logo 34 Financial, LLC
Low 23
90
4
4
Lexington Avenue Capital Management, LLC logo Lexington Avenue Capital Management, LLC
Low 22
67
3
3
Concert Financial Planning, LLC logo Concert Financial Planning, LLC
Low 22
44
2
2
AKPRIDE Financial Services logo AKPRIDE Financial Services
Low 22
44
2
2
Main Street Financial Group LLC logo Main Street Financial Group LLC
Low 22
65
3
3
Acropolis Partners, LLC
Very Low 21
42
2
2
Applied Wealth Management logo Applied Wealth Management
Very Low 21
82
4
4
Global Wealth Management, LLC logo Global Wealth Management, LLC
Very Low 20
61
3
3
Clark Brown, LLC logo Clark Brown, LLC
Very Low 20
40
2
2
Lyons Asset Management logo Lyons Asset Management
Very Low 20
40
2
2
BDM Investments, Inc. logo BDM Investments, Inc.
Very Low 20
40
2
2
Asset Guidance Group, LLC logo Asset Guidance Group, LLC
Very Low 20
39
2
2
Red Tortoise logo Red Tortoise
Very Low 20
78
4
4
Knight Financial Investments logo Knight Financial Investments
Very Low 20
39
2
2
Nexus Capital Inc logo Nexus Capital Inc
Very Low 19
57
3
3
Hayden Harper Wealth Advisory, LLC logo Hayden Harper Wealth Advisory, LLC
Very Low 19
76
4
7
CJC Wealth Management logo CJC Wealth Management
Very Low 18
72
4
6
FAPA Advisory Services Team (FAST) logo FAPA Advisory Services Team (FAST)
Very Low 18
18
1
6
New River Investments
Very Low 18
53
3
3
Stonewall Asset Mgmt., Inc. logo Stonewall Asset Mgmt., Inc.
Very Low 18
35
2
2
Echelons Capital, LLC logo Echelons Capital, LLC
Very Low 17
34
2
2
Ajax Capital Advisors, Inc. logo Ajax Capital Advisors, Inc.
Very Low 17
67
4
4
The World Changers Investments, LLC
Very Low 16
32
2
2
Pursue Wealth Partners, LLC
Very Low 16
31
2
3
Olsen Family Financial, LLC logo Olsen Family Financial, LLC
Very Low 15
46
3
3
Ethos Private Wealth logo Ethos Private Wealth
Very Low 15
46
3
3
Mighty Oak Management LLC
Very Low 15
45
3
3
Arc Asset Management LLC logo Arc Asset Management LLC
Very Low 14
14
1
7
Anovest Investment Advisors
Very Low 13
40
3
3
AFS Wealth Management LLC logo AFS Wealth Management LLC
Very Low 13
40
3
5
TAVCO Financial Advisory, Inc logo TAVCO Financial Advisory, Inc
Very Low 13
53
4
4
Innovation Partners LLC logo Innovation Partners LLC
Very Low 13
26
2
305
Northstar Investment Partners
Very Low 13
50
4
4
Leechgary Asset Management LLC logo Leechgary Asset Management LLC
Very Low 12
23
2
2
Lifestyle Financial Services, LLC logo Lifestyle Financial Services, LLC
Very Low 11
22
2
2
J.P.Morgan Wealth Management Solutions Inc. logo J.P.Morgan Wealth Management Solutions Inc.
Very Low 11
32
3
65
Access Investment Management, LLC logo Access Investment Management, LLC
Very Low 11
32
3
3
COMPASS Wealth Management, LLC logo COMPASS Wealth Management, LLC
Very Low 11
21
2
2
Aronson Asset Management, Inc.
Very Low 11
21
2
2
Mosaic Wealth Strategies LLC logo Mosaic Wealth Strategies LLC
Very Low 10
20
2
2
Boundary Street Partners LP
Very Low 10
20
2
2
Shearman, Ralston Inc. logo Shearman, Ralston Inc.
Very Low 10
20
2
4
Wassaw Sound Management, LLC
Very Low 9
9
1
3
Blake Financial Counsel, LLC logo Blake Financial Counsel, LLC
Very Low 9
17
2
2
The McGriff Alliance logo The McGriff Alliance
Very Low 9
17
2
2
The Carroll Group, Inc.
Very Low 8
8
1
3
Livingston Financial Planning, Inc. logo Livingston Financial Planning, Inc.
Very Low 8
15
2
2
KL Financial LLC logo KL Financial LLC
Very Low 7
7
1
3
Jordan Capital AM, LLC logo Jordan Capital AM, LLC
Very Low 7
7
1
6
Sharper Image Financial Services, LLC logo Sharper Image Financial Services, LLC
Very Low 7
14
2
2
Gien Capital Management LLC
Very Low 7
13
2
2
Shell Capital Management, LLC logo Shell Capital Management, LLC
Very Low 6
18
3
3
Mann Advisory Services, LLC logo Mann Advisory Services, LLC
Very Low 6
12
2
2
Carlyle Wealth Planning
Very Low 6
18
3
3
Avant Garde Capital logo Avant Garde Capital
Very Low 6
11
2
3
Divergent Capital Asset Management LLC logo Divergent Capital Asset Management LLC
Very Low 5
20
4
4
MB Advisors LLC logo MB Advisors LLC
Very Low 5
10
2
2
Retirement Wealth Management, LLC logo Retirement Wealth Management, LLC
Very Low 5
10
2
2
Ell Wess Advisors
Very Low 5
10
2
2
Strive Retirement Group logo Strive Retirement Group
Very Low 5
14
3
3
LegacyBridge Wealth Management, LLC logo LegacyBridge Wealth Management, LLC
Very Low 4
7
2
2
Dalton Wealth Planners logo Dalton Wealth Planners
Very Low 4
7
2
2
Integritas Wealth Strategies, LLC logo Integritas Wealth Strategies, LLC
Very Low 3
10
3
3
CG Maton Advisory, Inc.
Very Low 3
6
2
3
Maggi Investment Services, LLC logo Maggi Investment Services, LLC
Very Low 3
5
2
2
Fern Impact Advisors, LLC logo Fern Impact Advisors, LLC
Very Low 3
5
2
2
COR3 Investment Partners, LLC logo COR3 Investment Partners, LLC
Very Low 2
6
3
3
Zacks Intelligence LLC logo Zacks Intelligence LLC
Very Low 1
1
1
7
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