Clients per advisor for Supported firms serving clients in Louisiana

In Louisiana, supported financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market. With 807 firms operating in the state, the median client load per advisor is about 70, notably above the national median of 47 for similar firms. This suggests that Louisiana advisors often manage larger client bases, likely reflecting more efficient, team-based service models that can accommodate broader client needs. For consumers, this may indicate a balance between personalized attention and scalable advisory services, with firms in Louisiana leaning toward structured processes that support a higher client volume 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
ACA/Prudent Investors Planning Corporation
Very High 880
880
1
2
Sierra Asset Management logo Sierra Asset Management
Very High 849
849
1
3
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
Meixler Investment Management, Ltd. logo Meixler Investment Management, Ltd.
Very High 561
561
1
1
ADG Wealth Management Group, LLC logo ADG Wealth Management Group, LLC
Very High 555
555
1
4
Jackson Financial Services, LLC logo Jackson Financial Services, LLC
Very High 551
551
1
3
Wealth Management Corporation
Very High 547
1,641
3
6
Arta Finance logo Arta Finance
Very High 522
1,043
2
68
Hardin Capital Partners, LLC logo Hardin Capital Partners, LLC
Very High 504
504
1
3
Tony Walker Financial logo Tony Walker Financial
Very High 457
1,828
4
17
B.A. Roberts Financial Services, Inc. logo B.A. Roberts Financial Services, Inc.
Very High 448
1,344
3
8
Pento Portfolio Strategies, LLC logo Pento Portfolio Strategies, LLC
Very High 437
874
2
3
Wealth Solutions, Inc. logo Wealth Solutions, Inc.
Very High 431
431
1
3
Toomey Investment Management, Inc logo Toomey Investment Management, Inc
Very High 430
1,291
3
3
MFP Financial Services, LLC logo MFP Financial Services, LLC
Very High 428
1,284
3
5
Ring Mountain Capital, LLC logo Ring Mountain Capital, LLC
Very High 426
426
1
1
Smith Asset Management Co., LLC logo Smith Asset Management Co., LLC
Very High 383
765
2
7
Peterson Wealth Management, LLC logo Peterson Wealth Management, LLC
Very High 381
1,144
3
7
Investments & Financial Planning, LLC logo Investments & Financial Planning, LLC
Very High 375
750
2
6
Heritage Asset Management, LLC logo Heritage Asset Management, LLC
Very High 373
746
2
2
Cobler Capital Management, LLC logo Cobler Capital Management, LLC
Very High 357
714
2
3
Gunderson Capital Management logo Gunderson Capital Management
Very High 347
694
2
4
GreenPortfolio Inc. logo GreenPortfolio Inc.
Very High 346
346
1
6
Avant Capital, LLC logo Avant Capital, LLC
Very High 339
339
1
4
Sector Analysts LLC logo Sector Analysts LLC
Very High 339
677
2
4
Arroyo Investment Group, LLC logo Arroyo Investment Group, LLC
Very High 335
335
1
8
True Financial Group logo True Financial Group
Very High 334
667
2
2
McAlvany Wealth Management, LLC logo McAlvany Wealth Management, LLC
Very High 325
650
2
5
Koinonia Financial logo Koinonia Financial
Very High 321
321
1
4
Equanimity Financial Partners logo Equanimity Financial Partners
Very High 318
636
2
4
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
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
Brian Low Financial Group, LLC logo Brian Low Financial Group, LLC
Very High 291
874
3
8
Masterplan Retirement Consultants logo Masterplan Retirement Consultants
Very High 290
290
1
6
Ironwood Investment Management, LLC logo Ironwood Investment Management, LLC
Very High 288
288
1
8
Sanchez Gaunt Capital Management, LLC logo Sanchez Gaunt Capital Management, LLC
Very High 277
830
3
5
Wisniewski Wealth Management logo Wisniewski Wealth Management
Very High 273
273
1
5
CMG Capital Management Group, Inc. logo CMG Capital Management Group, Inc.
Very High 268
536
2
10
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
NBW Capital LLC logo NBW Capital LLC
Very High 252
0
1
3
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
Socha Financial Group, LLC logo Socha Financial Group, LLC
Very High 245
734
3
6
Bayridge Financial Group, Inc. logo Bayridge Financial Group, Inc.
Very High 244
488
2
5
Paragon Financial Services logo Paragon Financial Services
Very High 243
729
3
7
Bucket List Wealth Management, LLC logo Bucket List Wealth Management, LLC
Very High 240
480
2
2
Cornerstone Advisory logo Cornerstone Advisory
Very High 240
240
1
3
Rothwell Investment Advisors logo Rothwell Investment Advisors
Very High 236
707
3
5
Maxele Advisors, LLC logo Maxele Advisors, LLC
Very High 234
234
1
3
Adaptation Financial Advisors Inc. logo Adaptation Financial Advisors Inc.
Very High 230
690
3
4
Crescent City Retirement Group logo Crescent City Retirement Group
Very High 229
915
4
12
Members Advisory Group, LLC logo Members Advisory Group, LLC
Very High 227
906
4
7
Kiker Wealth Management, LLC logo Kiker Wealth Management, LLC
Very High 224
894
4
9
Arista Advisory Group, LLC logo Arista Advisory Group, LLC
Very High 222
222
1
3
Dorval & Chorne Financial Advisors logo Dorval & Chorne Financial Advisors
Very High 221
663
3
7
Palouse Capital Management, Inc. logo Palouse Capital Management, Inc.
Very High 219
877
4
4
Crown Point Wealth Advisors logo Crown Point Wealth Advisors
Very High 218
653
3
3
Fortune 45, LLC. logo Fortune 45, LLC.
Very High 215
645
3
5
TRUFP logo TRUFP
Very High 205
820
4
8
Edwards Financial services logo Edwards Financial services
Very High 205
410
2
3
Huffman & Ross Wealth Management LLC logo Huffman & Ross Wealth Management LLC
Very High 204
408
2
2
RLB Financial logo RLB Financial
Very High 202
607
3
4
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
Acute Investment Advisory logo Acute Investment Advisory
Very High 197
787
4
4
Lester Financial Group, LLC logo Lester Financial Group, LLC
Very High 196
784
4
5
Sanders & Scott, CHFC
Very High 196
392
2
3
Demeter Tactical Investments Corp. logo Demeter Tactical Investments Corp.
Very High 195
390
2
10
Fund Advisors of America Inc
Very High 195
585
3
3
Hobbs Wealth Management logo Hobbs Wealth Management
Very High 194
194
1
6
Windle Wealth logo Windle Wealth
Very High 194
388
2
3
Farrow Financial Inc logo Farrow Financial Inc
Very High 194
194
1
4
Financial Concepts Unlimited, Inc. logo Financial Concepts Unlimited, Inc.
Very High 191
191
1
3
Financial Forum, Inc. logo Financial Forum, Inc.
Very High 191
572
3
4
Tuttle Wealth Partners LLC logo Tuttle Wealth Partners LLC
Very High 188
565
3
5
Retirement Advisors, Inc. logo Retirement Advisors, Inc.
Very High 185
185
1
3
Wisdom Index Advisors
Very High 184
184
1
4
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
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
M.C. Byrd Wealth Management, LLC logo M.C. Byrd Wealth Management, LLC
Very High 178
534
3
5
Mascagni Wealth Management, Inc. logo Mascagni Wealth Management, Inc.
Very High 178
711
4
6
BCO Wealth Management, LLC logo BCO Wealth Management, LLC
Very High 175
526
3
9
Abound Financial logo Abound Financial
Very High 175
525
3
3
Fusion Capital, LLC logo Fusion Capital, LLC
Very High 175
700
4
6
APEX Investment Group logo APEX Investment Group
Very High 173
519
3
6
FMI logo FMI
Very High 173
690
4
5
Cultivar Capital, Inc. logo Cultivar Capital, Inc.
Very High 173
345
2
3
First Financial Advisory Services Inc logo First Financial Advisory Services Inc
Very High 172
516
3
7
Wealthplans, LLC
Very High 171
171
1
1
Chokshi & Queen Wealth Advisors logo Chokshi & Queen Wealth Advisors
Very High 170
678
4
4
Tim Looney Investments, LLC logo Tim Looney Investments, LLC
Very High 168
504
3
4
Investment Management & Planning LLC logo Investment Management & Planning LLC
Very High 168
503
3
3
Ridge Capital Management, LLC logo Ridge Capital Management, LLC
Very High 168
335
2
6
Renaissance Advisors logo Renaissance Advisors
Very High 167
334
2
2
Fletcher Financial Group logo Fletcher Financial Group
Very High 167
500
3
5
The Nalls Sherbakoff Group, LLC logo The Nalls Sherbakoff Group, LLC
Very High 167
500
3
5
Bell & Brown Wealth Advisors, LLC logo Bell & Brown Wealth Advisors, LLC
Very High 167
500
3
3
Legacy Wealth Management Inc. logo Legacy Wealth Management Inc.
Very High 166
665
4
10
Berry Wealth Group logo Berry Wealth Group
Very High 166
332
2
6
STM Asset Management LLC logo STM Asset Management LLC
Very High 166
498
3
3
Madden Advisory Services, Inc. logo Madden Advisory Services, Inc.
Very High 166
331
2
5
Stangier Wealth Management logo Stangier Wealth Management
Very High 165
496
3
4
Asset Preservation Group Inc logo Asset Preservation Group Inc
Very High 165
330
2
4
M.Z. Kark & Associates, Inc. logo M.Z. Kark & Associates, Inc.
Very High 165
165
1
4
Financial Strategies Group logo Financial Strategies Group
Very High 165
659
4
10
Artesa Financial Group logo Artesa Financial Group
Very High 165
329
2
4
Armada Advisors logo Armada Advisors
Very High 162
323
2
2
Kleinfelder Capital, Inc. logo Kleinfelder Capital, Inc.
Very High 160
481
3
5
Paladino Wealth logo Paladino Wealth
Very High 160
160
1
4
MarketRiders logo MarketRiders
Very High 159
477
3
6
Oakmont Advisory Group, LLC logo Oakmont Advisory Group, LLC
Very High 158
473
3
7
ATS Wealth Management logo ATS Wealth Management
Very High 157
471
3
6
Phillips Wealth Planners LLC logo Phillips Wealth Planners LLC
Very High 156
312
2
6
HG Tailored Financial Services logo HG Tailored Financial Services
Very High 156
312
2
2
Southeast Financial Advisors logo Southeast Financial Advisors
Very High 154
308
2
2
Evans Investment Advisors, L.L.C. logo Evans Investment Advisors, L.L.C.
Very High 154
461
3
5
Cosner Financial Group, LLC logo Cosner Financial Group, LLC
Very High 154
614
4
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
iTrust Asset Management, LLC logo iTrust Asset Management, LLC
Very High 152
457
3
4
AGP Franklin, LLC logo AGP Franklin, LLC
Very High 152
456
3
7
Morgan Dempsey Capital Management LLC logo Morgan Dempsey Capital Management LLC
Very High 151
454
3
6
Tevis Investment Management, LLC logo Tevis Investment Management, LLC
Very High 151
151
1
1
Wootton Financial Group Inc logo Wootton Financial Group Inc
Very High 151
302
2
2
Smith Securities LLC logo Smith Securities LLC
Very High 150
450
3
3
Live Oak Wealth Management, LLC
Very High 150
450
3
3
Atlas Wealth Partners LLC logo Atlas Wealth Partners LLC
Very High 149
297
2
3
Masus Financial Group, Ltd. logo Masus Financial Group, Ltd.
Very High 148
296
2
4
Strategic Investment Management logo Strategic Investment Management
Very High 148
148
1
3
Sound Financial Strategies Group, LLC logo Sound Financial Strategies Group, LLC
Very High 148
590
4
7
Braeburn Wealth Management, LLC logo Braeburn Wealth Management, LLC
Very High 147
441
3
6
Hallett Advisors logo Hallett Advisors
Very High 147
293
2
5
David P. Gilliam & Associates, Inc. logo David P. Gilliam & Associates, Inc.
Very High 146
438
3
3
Wilkerson Advisory Group LLC logo Wilkerson Advisory Group LLC
Very High 146
582
4
10
Eagle Capital Management, LLC logo Eagle Capital Management, LLC
Very High 146
291
2
3
Lyons Capital Group logo Lyons Capital Group
Very High 144
287
2
6
Gibco Capital Advisors logo Gibco Capital Advisors
Very High 143
285
2
4
KG Capital Management, LLC logo KG Capital Management, LLC
Very High 141
424
3
9
Hergenroeder Financial Advisors, Inc. logo Hergenroeder Financial Advisors, Inc.
Very High 140
421
3
6
Asset Protection Wealth Management LLC logo Asset Protection Wealth Management LLC
Very High 138
138
1
3
Regatta Research & Money Management L.L.C. logo Regatta Research & Money Management L.L.C.
Very High 138
550
4
8
Northern Edge Wealth Management logo Northern Edge Wealth Management
Very High 138
550
4
6
Wealth Advisors Group, LLC logo Wealth Advisors Group, LLC
Very High 136
272
2
2
HYJC Capital of WNY logo HYJC Capital of WNY
Very High 136
272
2
2
WealthFD logo WealthFD
Very High 135
406
3
16
Wisdom Wealth Investment Advisors LLC logo Wisdom Wealth Investment Advisors LLC
Very High 135
270
2
2
Sonnet, LLC logo Sonnet, LLC
Very High 135
269
2
4
Momentum Wealth Management logo Momentum Wealth Management
Very High 135
269
2
3
Adrian Day Asset Management logo Adrian Day Asset Management
Very High 134
134
1
3
Holcombe & Mcgrath logo Holcombe & Mcgrath
Very High 134
268
2
3
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
Favor Wealth Advisors, LLC logo Favor Wealth Advisors, LLC
Very High 133
133
1
3
LUMINIST Capital, LLC logo LUMINIST Capital, LLC
Very High 133
530
4
4
Capital Design Private Wealth LLC logo Capital Design Private Wealth LLC
Very High 132
264
2
2
Truenorth Wealth & Impact, LLC logo Truenorth Wealth & Impact, LLC
Very High 132
395
3
5
Godfrey Financial Associates, Inc. logo Godfrey Financial Associates, Inc.
Very High 132
395
3
3
Farris Capital Management Inc. logo Farris Capital Management Inc.
Very High 132
395
3
3
JCN Financial & Tax Advisory Group, LLC logo JCN Financial & Tax Advisory Group, LLC
Very High 132
263
2
7
Capstone RIA logo Capstone RIA
Very High 131
262
2
3
Dorman Financial Management, P.A. logo Dorman Financial Management, P.A.
Very High 131
262
2
2
Hesen & Haslam logo Hesen & Haslam
Very High 131
261
2
5
Nicholson Meyer Capital Management, Inc. logo Nicholson Meyer Capital Management, Inc.
Very High 131
261
2
6
Schwan Financial Advisors, LLC logo Schwan Financial Advisors, LLC
Very High 131
261
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
WNNW Wealth logo WNNW Wealth
Very High 128
385
3
6
M1 Capital Management LLC logo M1 Capital Management LLC
Very High 128
383
3
12
Pierson Wealth Management logo Pierson Wealth Management
Very High 128
255
2
3
Townsend Asset Management Corp. logo Townsend Asset Management Corp.
Very High 127
382
3
7
Goldman Lancaster, Inc. logo Goldman Lancaster, Inc.
Very High 127
380
3
5
Buckeye Wealth Partners, LLC logo Buckeye Wealth Partners, LLC
Very High 126
252
2
2
WMS Group LLC logo WMS Group LLC
Very High 126
252
2
2
Physician Family Financial Advisors Inc logo Physician Family Financial Advisors Inc
Very High 125
376
3
4
Capstar Financial Services LLC logo Capstar Financial Services LLC
Very High 125
376
3
4
Asset Management Group logo Asset Management Group
Very High 124
372
3
5
JHP Wealth Management, LLC
Very High 124
124
1
1
CPR Financial & Insurance Services, Inc. logo CPR Financial & Insurance Services, Inc.
Very High 124
494
4
4
Triton Financial Group, Inc logo Triton Financial Group, Inc
Very High 123
246
2
5
Blalock Williams, LLC logo Blalock Williams, LLC
Very High 123
245
2
4
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
Pursuit Wealth Strategies, LLC logo Pursuit Wealth Strategies, LLC
Very High 121
483
4
7
Norris Financial Group, LLC logo Norris Financial Group, LLC
Very High 121
362
3
6
Calvert Wealth Management, Inc. logo Calvert Wealth Management, Inc.
Very High 120
360
3
4
Open Source Investments, LLC logo Open Source Investments, LLC
Very High 120
239
2
2
Howard Wealth Management, LLC
Very High 119
237
2
2
Warther Private Wealth logo Warther Private Wealth
Very High 119
237
2
9
Carbahal Olsen Financial Services Group LLC logo Carbahal Olsen Financial Services Group LLC
Very High 119
237
2
3
Petix & Botte Financial logo Petix & Botte Financial
Very High 118
473
4
4
Parrish Capital, LLC logo Parrish Capital, LLC
Very High 117
234
2
3
White Oak Financial Management, Inc logo White Oak Financial Management, Inc
Very High 117
350
3
3
Farrell Financial logo Farrell Financial
Very High 117
233
2
2
Pinnacle Asset Management Group, Corporation (Inc.) logo Pinnacle Asset Management Group, Corporation (Inc.)
Very High 117
233
2
2
Sculati Wealth Management, LLC logo Sculati Wealth Management, LLC
Very High 116
349
3
4
Cornerstone Advisors logo Cornerstone Advisors
Very High 116
464
4
4
Sheridan Capital Management, LLC logo Sheridan Capital Management, LLC
Very High 116
116
1
1
Integrity Wealth Partners, LLC logo Integrity Wealth Partners, LLC
Very High 116
231
2
4
Focus Wealth Advisors, LLC logo Focus Wealth Advisors, LLC
Very High 115
115
1
1
Kilner Capital Advisors, LLC logo Kilner Capital Advisors, LLC
Very High 115
230
2
3
Brookstone Financial logo Brookstone Financial
Very High 115
458
4
5
BDC Capital Management, Inc. logo BDC Capital Management, Inc.
Very High 114
228
2
4
Kahn Brothers Advisors LLC logo Kahn Brothers Advisors LLC
Very High 114
342
3
6
Wealth Intelligence, LLC logo Wealth Intelligence, LLC
Very High 114
227
2
5
Carnegie Wealth Management, LLC logo Carnegie Wealth Management, LLC
Very High 113
226
2
6
Redwood Family Wealth LLC logo Redwood Family Wealth LLC
Very High 113
226
2
4
Your Private Client Group, Inc. logo Your Private Client Group, Inc.
Very High 113
225
2
2
Mitchell & Pahl Private Wealth logo Mitchell & Pahl Private Wealth
Very High 113
225
2
4
Lavish Financial Planning logo Lavish Financial Planning
Very High 113
225
2
4
Ipsen Advisor Group logo Ipsen Advisor Group
Very High 112
337
3
5
Martin & Associates Investment Advisory Services LLC
Very High 112
224
2
2
TABR Capital Management, LLC logo TABR Capital Management, LLC
Very High 112
223
2
3
Uncommon Wealth Partners, LLC logo Uncommon Wealth Partners, LLC
Very High 112
223
2
2
Turner Capital Investments, LLC logo Turner Capital Investments, LLC
Very High 111
333
3
4
Cooper Financial Investments, LLC logo Cooper Financial Investments, LLC
Very High 111
222
2
2
Innovative Advisory Partners, LLC logo Innovative Advisory Partners, LLC
Very High 111
442
4
8
Chronos Wealth Management, L.L.C. logo Chronos Wealth Management, L.L.C.
Very High 111
221
2
3
Tranquilli Financial Advisor, LLC logo Tranquilli Financial Advisor, LLC
Very High 111
221
2
2
Retirement Financial Group, LLC logo Retirement Financial Group, LLC
Very High 110
440
4
4
Bluefin Financial logo Bluefin Financial
Very High 110
329
3
4
Family Legacy Planning logo Family Legacy Planning
Very High 109
327
3
3
Bernard Wealth Management Corp. logo Bernard Wealth Management Corp.
Very High 109
327
3
4
Kingsman Wealth Management Inc. logo Kingsman Wealth Management Inc.
Very High 108
216
2
3
Trueblood Wealth Management, LLC logo Trueblood Wealth Management, LLC
Very High 108
323
3
3
Eastwind Capital Wealth Management logo Eastwind Capital Wealth Management
Very High 108
323
3
3
Westend Capital Management, LLC. logo Westend Capital Management, LLC.
Very High 108
323
3
5
ETF Portfolio Partners, Inc. logo ETF Portfolio Partners, Inc.
Very High 107
429
4
8
Main Advisory, Inc. logo Main Advisory, Inc.
Very High 107
214
2
4
Washington Financial Group, Inc.
Very High 107
213
2
2
Strategic Wealth Partners LLC logo Strategic Wealth Partners LLC
Very High 106
212
2
4
ICOM Advisors, LLC logo ICOM Advisors, LLC
Very High 106
423
4
4
Wingo Asset Management, LLC logo Wingo Asset Management, LLC
Very High 106
211
2
2
Ulland Investment Advisors, LLC logo Ulland Investment Advisors, LLC
Very High 106
211
2
5
Planwiser Financial logo Planwiser Financial
Very High 106
211
2
4
New Perspectives, Inc. logo New Perspectives, Inc.
High 104
414
4
8
RFG Wealth Advisory logo RFG Wealth Advisory
High 103
413
4
9
FamilyWealth Asset Management logo FamilyWealth Asset Management
High 103
413
4
4
Biltmore Wealth Management, LLC logo Biltmore Wealth Management, LLC
High 102
307
3
4
Wealthspring logo Wealthspring
High 102
409
4
7
Norseman Advisory Group, Inc. logo Norseman Advisory Group, Inc.
High 102
102
1
3
Scholtz & Company, LLC logo Scholtz & Company, LLC
High 102
204
2
7
SFI Advisors, LLC logo SFI Advisors, LLC
High 101
304
3
12
Waystone Advisors LLC logo Waystone Advisors LLC
High 101
303
3
13
GoalFusion Wealth Management logo GoalFusion Wealth Management
High 101
302
3
5
Willamette Financial Advisors, LLC logo Willamette Financial Advisors, LLC
High 101
201
2
3
Panorama Wealth Advisors logo Panorama Wealth Advisors
High 100
200
2
3
Hayek Kallen Investment Management L.L.C. logo Hayek Kallen Investment Management L.L.C.
High 100
200
2
3
Alan B. Lancz & Associates, Inc. logo Alan B. Lancz & Associates, Inc.
High 99
99
1
4
Ticino Wealth logo Ticino Wealth
High 99
296
3
4
Heritage Asset Advisors Ltd., LLP logo Heritage Asset Advisors Ltd., LLP
High 98
391
4
5
Zeiser Wealth Management LLC logo Zeiser Wealth Management LLC
High 98
195
2
4
Alere Planning LLC logo Alere Planning LLC
High 98
195
2
3
Piccolo Investment Consulting, LLC logo Piccolo Investment Consulting, LLC
High 98
195
2
2
WMS Wealth Planners logo WMS Wealth Planners
High 97
292
3
6
Callahan Capital Management logo Callahan Capital Management
High 97
389
4
5
Styre Wealth logo Styre Wealth
High 97
194
2
6
Prattes Wealth Partners logo Prattes Wealth Partners
High 97
97
1
5
Portfolio Strategies Inc logo Portfolio Strategies Inc
High 96
289
3
5
VCP Financial LLC logo VCP Financial LLC
High 96
385
4
5
Meche and Associates LLC logo Meche and Associates LLC
High 96
192
2
4
Dean Wealth Partners, LLC logo Dean Wealth Partners, LLC
High 96
192
2
4
Veach Family Financial logo Veach Family Financial
High 96
191
2
4
Hippocratic Financial Advisors logo Hippocratic Financial Advisors
High 96
382
4
29
Silicon Beach Wealth, LLC logo Silicon Beach Wealth, LLC
High 96
191
2
5
360 Financial Partners, LLC logo 360 Financial Partners, LLC
High 95
285
3
3
Castellano & Associates logo Castellano & Associates
High 95
285
3
14
Daner Wealth Management, LLC logo Daner Wealth Management, LLC
High 95
190
2
2
Perissos Private Wealth Management logo Perissos Private Wealth Management
High 95
190
2
2
Elevation Advisory Partners LLC logo Elevation Advisory Partners LLC
High 95
378
4
5
Incline Wealth logo Incline Wealth
High 94
187
2
4
Harger and Company, Inc. logo Harger and Company, Inc.
High 93
280
3
3
Coastline Complete Wealth LLC logo Coastline Complete Wealth LLC
High 93
186
2
3
Legacy Capital logo Legacy Capital
High 93
279
3
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
Peninsula Asset Management Inc logo Peninsula Asset Management Inc
High 93
185
2
4
Aurora Investment Managers, LLC logo Aurora Investment Managers, LLC
High 93
185
2
4
Joel Adams and Associates Inc. logo Joel Adams and Associates Inc.
High 92
277
3
3
Paul Manners & Associates, Inc. logo Paul Manners & Associates, Inc.
High 92
184
2
3
Captar Private Wealth logo Captar Private Wealth
High 92
184
2
2
GIRA & GIRA Investment Advisors LLC
High 92
184
2
2
True Vision Financial Advisors logo True Vision Financial Advisors
High 92
367
4
9
Archetype Advisors, LLC logo Archetype Advisors, LLC
High 92
275
3
4
Urban Wealth Management (UWM) logo Urban Wealth Management (UWM)
High 92
275
3
5
Arcadia Wealth Management logo Arcadia Wealth Management
High 92
275
3
6
Cohesion Wealth Management, LLC logo Cohesion Wealth Management, LLC
High 91
364
4
5
TJT Capital Group, LLC logo TJT Capital Group, LLC
High 91
181
2
4
Rmdr Advisors, Inc.
High 90
180
2
3
Moseley Investment Management, Inc. logo Moseley Investment Management, Inc.
High 90
359
4
7
Cooper Eagle, LLC logo Cooper Eagle, LLC
High 90
179
2
8
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
Financial Partners, LLC logo Financial Partners, LLC
High 89
268
3
4
Snider Advisors logo Snider Advisors
High 89
357
4
4
Wilkins Miller Wealth Management, LLC logo Wilkins Miller Wealth Management, LLC
High 89
178
2
3
BCK Partners, Inc. logo BCK Partners, Inc.
High 89
178
2
5
Roth Financial Partners LLC logo Roth Financial Partners LLC
High 89
267
3
4
Novus Advisors logo Novus Advisors
High 89
267
3
5
Tortuga Wealth Management logo Tortuga Wealth Management
High 89
354
4
4
Forteris Wealth Management, Inc. logo Forteris Wealth Management, Inc.
High 88
175
2
3
Fairlane Investment Advisors Inc logo Fairlane Investment Advisors Inc
High 88
175
2
2
RCA Wealth Strategies LLC logo RCA Wealth Strategies LLC
High 87
262
3
3
TSA Wealth Management logo TSA Wealth Management
High 87
262
3
3
Impact Fiduciary LLC logo Impact Fiduciary LLC
High 87
174
2
2
Stone Creek Group, LLC logo Stone Creek Group, LLC
High 87
87
1
5
Strategic Wealth Management, LLC logo Strategic Wealth Management, LLC
High 87
174
2
4
The Clifford Group LLC logo The Clifford Group LLC
High 87
261
3
6
Babb Wealth Advisors LLC logo Babb Wealth Advisors LLC
High 87
347
4
8
Alessandra Capital Management, LLC logo Alessandra Capital Management, LLC
High 86
172
2
3
Opulen Financial Group, LLC logo Opulen Financial Group, LLC
High 86
172
2
2
Reed Financial Services, Inc. logo Reed Financial Services, Inc.
High 86
343
4
10
Bowers Wealth Management, Inc. logo Bowers Wealth Management, Inc.
High 85
170
2
2
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
Ketron Financial LLC logo Ketron Financial LLC
High 84
252
3
3
Hackett Financial Group, LLC logo Hackett Financial Group, LLC
High 84
252
3
7
Odyssey Capital Advisors Inc. logo Odyssey Capital Advisors Inc.
High 84
252
3
5
JB Meridian Advisors, LLC logo JB Meridian Advisors, LLC
High 84
167
2
2
Krane Financial Solutions logo Krane Financial Solutions
High 84
167
2
4
Gainspoletti Wealth Planners logo Gainspoletti Wealth Planners
High 83
250
3
3
Steadmont Advisors, LLC logo Steadmont Advisors, LLC
High 83
333
4
5
Strategic Advisory Partners logo Strategic Advisory Partners
High 83
333
4
8
Avant Financial Advisors logo Avant Financial Advisors
High 83
166
2
5
Apex Capital Management, L.L.C. logo Apex Capital Management, L.L.C.
High 83
332
4
7
Trademark Capital Management Inc. logo Trademark Capital Management Inc.
High 83
330
4
7
Bay Capital logo Bay Capital
High 83
165
2
3
Launch Wealth logo Launch Wealth
High 82
164
2
3
Glass Wealth Management Co., LLC logo Glass Wealth Management Co., LLC
High 82
327
4
6
Tidehaven Wealth, LLC logo Tidehaven Wealth, LLC
High 82
163
2
2
Access Financial Group, LLC logo Access Financial Group, LLC
High 82
163
2
3
Professional Financial Management, Inc. logo Professional Financial Management, Inc.
High 82
163
2
2
Investable logo Investable
High 81
81
1
4
Prudent Man Investment Management logo Prudent Man Investment Management
High 81
243
3
4
Eastover Capital Management logo Eastover Capital Management
High 81
242
3
4
Seastrunk Financial Management, LLC logo Seastrunk Financial Management, LLC
High 81
161
2
2
R.W. Roge & Company, Inc logo R.W. Roge & Company, Inc
High 81
322
4
9
October Wealth Advisors, Inc
High 80
160
2
2
DRS Wealth Management logo DRS Wealth Management
High 80
160
2
4
Inman Jager Wealth Management, LLC logo Inman Jager Wealth Management, LLC
High 80
239
3
5
Patron Partners, LLC logo Patron Partners, LLC
High 80
159
2
7
DW Investment Solutions, Inc.
High 80
159
2
3
Garritt Financial Solutions LLC logo Garritt Financial Solutions LLC
High 80
159
2
2
Hurley Capital, LLC logo Hurley Capital, LLC
High 79
158
2
4
Harold Davidson & Associates, Inc. logo Harold Davidson & Associates, Inc.
High 79
237
3
7
Way Street Financial, LLC
High 79
79
1
5
Cane Capital Partners, LLC logo Cane Capital Partners, LLC
High 79
315
4
5
S&S Wealth Management logo S&S Wealth Management
High 79
315
4
4
Optimum Financial Services, LLC logo Optimum Financial Services, LLC
High 79
236
3
4
Welch Financial Planning, LLC logo Welch Financial Planning, LLC
High 79
157
2
6
IQVestment, LLC logo IQVestment, LLC
High 78
235
3
5
Rightwealth Advisors, LLC logo Rightwealth Advisors, LLC
High 78
234
3
4
Allred Harris Wealth Management. logo Allred Harris Wealth Management.
High 78
312
4
6
Sandos Financial logo Sandos Financial
High 78
156
2
2
Broadview Wealth Partners logo Broadview Wealth Partners
High 78
310
4
7
Box Financial Advisors, LLC logo Box Financial Advisors, LLC
High 77
232
3
4
Endurance Financial LLC logo Endurance Financial LLC
High 77
77
1
5
The Personal Wealth Coach logo The Personal Wealth Coach
High 77
230
3
3
Mendel Capital Management, LLC logo Mendel Capital Management, LLC
High 77
153
2
3
Spinosa Wealth Management Group logo Spinosa Wealth Management Group
High 76
152
2
3
Davidson Wealth Management LLC logo Davidson Wealth Management LLC
High 76
228
3
5
Sikorski Wealth Management, LLC logo Sikorski Wealth Management, LLC
High 76
227
3
3
Wealth Management Advisors RIA, Inc. logo Wealth Management Advisors RIA, Inc.
High 76
151
2
3
Holos Integrated Wealth logo Holos Integrated Wealth
High 75
225
3
5
Mosaic Wealth Management, L.L.C. logo Mosaic Wealth Management, L.L.C.
High 75
75
1
2
Keating Investment Counselors Inc logo Keating Investment Counselors Inc
High 75
150
2
3
Enduring Wealth Advisors logo Enduring Wealth Advisors
High 75
225
3
4
Cooper, Clay Stephen
High 75
150
2
2
Arlington Wealth Management logo Arlington Wealth Management
High 75
224
3
5
Topel & Distasi Wealth Management, LLC logo Topel & Distasi Wealth Management, LLC
High 74
223
3
3
APEX Wealth Advisors LLC logo APEX Wealth Advisors LLC
High 74
223
3
3
Trippon Wealth Management Group LLC logo Trippon Wealth Management Group LLC
High 73
290
4
5
Russell Capital Management, LLC logo Russell Capital Management, LLC
High 72
289
4
4
Financial Economics Consulting Group, Inc.
High 72
144
2
3
Decamilla Capital Management LLC logo Decamilla Capital Management LLC
High 72
144
2
2
Laguna Wealth Advisors, LLC logo Laguna Wealth Advisors, LLC
High 72
288
4
4
Position Wealth logo Position Wealth
High 72
215
3
3
Investable Wealth, LLC logo Investable Wealth, LLC
High 72
143
2
2
Unique Wealth Strategies logo Unique Wealth Strategies
High 71
285
4
10
Farnsley Advisors logo Farnsley Advisors
High 71
213
3
4
Olive Branch Capital, LLC logo Olive Branch Capital, LLC
High 71
142
2
3
NewSong Capital Management, Inc. logo NewSong Capital Management, Inc.
High 71
142
2
3
Stewardship Partners Investment Counsel, Inc. logo Stewardship Partners Investment Counsel, Inc.
High 71
142
2
4
Marks Wealth Management logo Marks Wealth Management
High 71
283
4
5
Strauss Financial Group logo Strauss Financial Group
High 71
212
3
6
Asset Planning Services Inc
High 71
141
2
5
Third Eye Associates, Ltd logo Third Eye Associates, Ltd
High 70
211
3
3
Cannon Capital Management, Inc. logo Cannon Capital Management, Inc.
High 70
211
3
8
Secure Retirement Financial & Insurance Services Corp. logo Secure Retirement Financial & Insurance Services Corp.
High 70
211
3
5
The Financial Center, LLC logo The Financial Center, LLC
High 70
211
3
3
Adkins Seale Capital Management LLC logo Adkins Seale Capital Management LLC
High 70
140
2
3
Beaumont Asset Management, LLC logo Beaumont Asset Management, LLC
High 70
210
3
4
AJF Capital Management, Inc. logo AJF Capital Management, Inc.
High 70
280
4
4
Frank Financial Advisors logo Frank Financial Advisors
High 70
140
2
2
Cardinal Capital Management, LLC logo Cardinal Capital Management, LLC
High 70
140
2
2
Relevance Capital Management logo Relevance Capital Management
High 70
279
4
5
Invera Wealth Advisors LLC logo Invera Wealth Advisors LLC
High 70
139
2
3
Davenport Watts & Drake Investment Advisors, LLC logo Davenport Watts & Drake Investment Advisors, LLC
High 69
208
3
3
Legacy Investment Services, LLC logo Legacy Investment Services, LLC
High 69
277
4
4
Guilbault Capital logo Guilbault Capital
High 69
138
2
3
Williams & Novak Wealth Management, LLC logo Williams & Novak Wealth Management, LLC
High 69
275
4
8
Mindset Wealth Management, LLC logo Mindset Wealth Management, LLC
High 69
274
4
4
Banyan Capital Management, Inc. logo Banyan Capital Management, Inc.
High 69
137
2
3
J2 Capital Management, Inc. logo J2 Capital Management, Inc.
High 68
205
3
3
Conservative Wealth Management LLC logo Conservative Wealth Management LLC
High 68
68
1
1
Uptown Capital Advisors logo Uptown Capital Advisors
High 68
136
2
2
The Sherry Group, Inc.
High 68
203
3
6
Decision Investments, Inc. logo Decision Investments, Inc.
High 68
135
2
3
Greenshields Capital LLC logo Greenshields Capital LLC
High 68
135
2
2
TL Private Wealth logo TL Private Wealth
High 67
269
4
4
Stone Oak Wealth Management, LLC logo Stone Oak Wealth Management, LLC
High 67
268
4
7
Providence Wealth Management LLC logo Providence Wealth Management LLC
High 67
201
3
8
Kohlhepp Investment Advisors, Ltd. logo Kohlhepp Investment Advisors, Ltd.
High 67
201
3
6
Luken Investment Analytics, LLC logo Luken Investment Analytics, LLC
High 67
267
4
6
Archway Wealth Management, LLC logo Archway Wealth Management, LLC
High 67
200
3
4
Hafnia Financial, Inc. logo Hafnia Financial, Inc.
High 67
133
2
2
Dumaine Investments LLC logo Dumaine Investments LLC
High 67
133
2
4
Katz Family Financial Advisors, LLC logo Katz Family Financial Advisors, LLC
High 67
133
2
2
Campbell Financial Partners, LLC logo Campbell Financial Partners, LLC
High 66
132
2
2
Asset Planning Corporation logo Asset Planning Corporation
High 66
132
2
5
Winans Investments logo Winans Investments
High 66
264
4
4
Galleria Financial Advisors, LLC
High 66
132
2
2
SageOak Financial, LLC logo SageOak Financial, LLC
High 66
263
4
4
Trailwise Financial Partners, LLC logo Trailwise Financial Partners, LLC
High 66
197
3
4
Cargile Investment Management logo Cargile Investment Management
High 65
196
3
3
S. R. Schill & Associates, Inc. logo S. R. Schill & Associates, Inc.
High 65
195
3
6
White McGowan logo White McGowan
High 65
130
2
5
Centerline Wealth Advisors, LLC logo Centerline Wealth Advisors, LLC
High 65
259
4
8
IA Network, LLC logo IA Network, LLC
High 65
259
4
5
Agilis Investment Management LLC logo Agilis Investment Management LLC
High 65
194
3
4
Cavalot Capital logo Cavalot Capital
High 65
129
2
2
Ethos Capital Group, LLC logo Ethos Capital Group, LLC
High 64
128
2
3
The Menard Financial Group, LLC logo The Menard Financial Group, LLC
Typical 64
127
2
3
Guardian Wealth Advisors, LLC logo Guardian Wealth Advisors, LLC
Typical 64
254
4
7
Westwood Wealth Management logo Westwood Wealth Management
Typical 63
126
2
3
Hicks Capital Management, LLC logo Hicks Capital Management, LLC
Typical 63
252
4
5
Cairn Financial Group logo Cairn Financial Group
Typical 63
189
3
4
Bienvenue Wealth LLC logo Bienvenue Wealth LLC
Typical 63
126
2
2
Fluent Financial, LLC logo Fluent Financial, LLC
Typical 63
251
4
9
Capstone Wealth Advisors, LLC logo Capstone Wealth Advisors, LLC
Typical 63
125
2
3
Capital Investors Advisory Corporation logo Capital Investors Advisory Corporation
Typical 63
125
2
3
On Point CRNA logo On Point CRNA
Typical 63
125
2
4
McAlister, Sweet & Associates, Inc. logo McAlister, Sweet & Associates, Inc.
Typical 62
187
3
4
CORE Financial Advisors logo CORE Financial Advisors
Typical 62
249
4
5
Halbert Wealth Management, Inc logo Halbert Wealth Management, Inc
Typical 62
249
4
5
Zenith Advisory Group, LLC logo Zenith Advisory Group, LLC
Typical 62
186
3
4
Bellingrath Wealth Management, L.L.C. logo Bellingrath Wealth Management, L.L.C.
Typical 62
186
3
6
Advocacy Financial LLC logo Advocacy Financial LLC
Typical 62
124
2
4
Joyce Wealth Management, LLC logo Joyce Wealth Management, LLC
Typical 62
185
3
3
Pelican Advisory LLC logo Pelican Advisory LLC
Typical 61
184
3
4
Cannon Beach Financial Advisors logo Cannon Beach Financial Advisors
Typical 61
122
2
2
4J Wealth Management, LLC logo 4J Wealth Management, LLC
Typical 61
243
4
4
Vines Capital Management, LLC logo Vines Capital Management, LLC
Typical 61
182
3
3
Stability Partners Advisory Group, LLC logo Stability Partners Advisory Group, LLC
Typical 61
182
3
3
Oceanside Advisors LLC logo Oceanside Advisors LLC
Typical 60
240
4
5
Paragon Wealth Management logo Paragon Wealth Management
Typical 60
180
3
5
Allstreet Capital LLC logo Allstreet Capital LLC
Typical 60
120
2
3
1620 Investment Advisors, Inc. logo 1620 Investment Advisors, Inc.
Typical 60
239
4
6
Argyle Capital Partners, LLC logo Argyle Capital Partners, LLC
Typical 60
179
3
3
Fortis Wealth Management logo Fortis Wealth Management
Typical 60
179
3
3
Gables Capital Management, Inc. logo Gables Capital Management, Inc.
Typical 60
119
2
8
Fully Financial logo Fully Financial
Typical 60
119
2
3
Scherer Financial Advisory Services, LLC logo Scherer Financial Advisory Services, LLC
Typical 59
178
3
5
CMC Financial Group, LLC logo CMC Financial Group, LLC
Typical 59
176
3
4
Allvet Financial logo Allvet Financial
Typical 59
117
2
2
VaMa Oak Wealth, LLC logo VaMa Oak Wealth, LLC
Typical 59
117
2
2
Paragon Investing, LLC logo Paragon Investing, LLC
Typical 58
175
3
3
IRON Financial LLC logo IRON Financial LLC
Typical 58
232
4
10
Miller Wealth Advisors, LLC logo Miller Wealth Advisors, LLC
Typical 58
116
2
2
CMG Financial Consulting logo CMG Financial Consulting
Typical 58
116
2
4
Bryspen, Incorporated logo Bryspen, Incorporated
Typical 58
58
1
2
Camelotta Advisors logo Camelotta Advisors
Typical 58
58
1
2
Regency Capital Management Inc. logo Regency Capital Management Inc.
Typical 58
116
2
5
Outfitter Financial
Typical 58
58
1
4
Strivus Wealth Partners LLC logo Strivus Wealth Partners LLC
Typical 58
173
3
4
YFP Wealth logo YFP Wealth
Typical 58
230
4
7
Freedom Capital Advisors Inc logo Freedom Capital Advisors Inc
Typical 58
115
2
2
Presidio Financial, LLC logo Presidio Financial, LLC
Typical 58
115
2
2
Core Financial logo Core Financial
Typical 58
115
2
5
The Archer Consulting Group, LLC logo The Archer Consulting Group, LLC
Typical 58
115
2
3
TruAdvisors logo TruAdvisors
Typical 57
172
3
3
New England Research & Management, Inc. logo New England Research & Management, Inc.
Typical 57
172
3
4
Parish Investment Advisors LLC logo Parish Investment Advisors LLC
Typical 57
114
2
2
Mindful Wealth LLC logo Mindful Wealth LLC
Typical 57
57
1
1
Hicks Financial Partners, LLC logo Hicks Financial Partners, LLC
Typical 57
114
2
2
Zimmerman Wealth Management, LLC logo Zimmerman Wealth Management, LLC
Typical 56
225
4
7
Swan DFW Financial Solutions, LLC logo Swan DFW Financial Solutions, LLC
Typical 56
112
2
2
Advisor.Investments logo Advisor.Investments
Typical 56
168
3
6
Rivertree Wealth logo Rivertree Wealth
Typical 56
167
3
5
Gevers Wealth Management logo Gevers Wealth Management
Typical 56
167
3
5
American Wealth Administration Group LLC
Typical 56
167
3
3
Portfolio Management, LLC logo Portfolio Management, LLC
Typical 56
111
2
3
Arlen Capital, LLC logo Arlen Capital, LLC
Typical 56
222
4
6
KANU Asset Management, LLC logo KANU Asset Management, LLC
Typical 56
111
2
4
Kropog FInancial Group, LLC logo Kropog FInancial Group, LLC
Typical 55
221
4
7
Trinity Wealth Management, LLC logo Trinity Wealth Management, LLC
Typical 55
220
4
7
Detterbeck Wealth Management logo Detterbeck Wealth Management
Typical 55
165
3
6
Heritage Wealth Management logo Heritage Wealth Management
Typical 55
218
4
6
The Ellerson Group Inc logo The Ellerson Group Inc
Typical 55
109
2
2
Green Peaks Planning logo Green Peaks Planning
Typical 55
109
2
2
Chisholm Wealth Management logo Chisholm Wealth Management
Typical 54
108
2
2
Optima Capital Management logo Optima Capital Management
Typical 54
215
4
4
CBG & Company, Inc. logo CBG & Company, Inc.
Typical 54
161
3
9
Rgb Capital Group logo Rgb Capital Group
Typical 54
107
2
4
Birks Financial Corp. logo Birks Financial Corp.
Typical 53
159
3
3
Ardent Capital Management, Inc. logo Ardent Capital Management, Inc.
Typical 53
106
2
5
Genesis Wealth Management, Inc. logo Genesis Wealth Management, Inc.
Typical 53
106
2
2
Burr Financial Services, LLC
Typical 53
159
3
3
Mendel Money Management Inc. logo Mendel Money Management Inc.
Typical 53
211
4
7
Balanced Rock Investment Advisors logo Balanced Rock Investment Advisors
Typical 53
210
4
5
Aligne Wealth Advisors Investment Management (AWAIM) logo Aligne Wealth Advisors Investment Management (AWAIM)
Typical 52
209
4
5
Donald W. Nicholson & Associates Ltd logo Donald W. Nicholson & Associates Ltd
Typical 52
156
3
5
Opinicus logo Opinicus
Typical 52
207
4
7
Strategic Advisory Services, L.L.C. logo Strategic Advisory Services, L.L.C.
Typical 52
207
4
5
Schlegel Dunn LLC logo Schlegel Dunn LLC
Typical 51
154
3
4
Ark Wealth Management logo Ark Wealth Management
Typical 51
153
3
3
ProAthlete Wealth Management LLC logo ProAthlete Wealth Management LLC
Typical 51
203
4
5
Carroll Advisory Group logo Carroll Advisory Group
Typical 51
202
4
7
Legacy Wealth Concepts logo Legacy Wealth Concepts
Typical 50
151
3
3
Graham, Bordelon, Golson & Gilbert, Inc. logo Graham, Bordelon, Golson & Gilbert, Inc.
Typical 50
201
4
4
Echo45 Advisors LLC logo Echo45 Advisors LLC
Typical 50
201
4
8
Financial Trust Asset Management Chartered logo Financial Trust Asset Management Chartered
Typical 50
200
4
5
Pinafore Wealth Counsel Inc. logo Pinafore Wealth Counsel Inc.
Typical 50
100
2
2
Holistic Finance LLC logo Holistic Finance LLC
Typical 50
198
4
5
OFC Wealth Management logo OFC Wealth Management
Typical 50
99
2
2
Enza Financial, LLC logo Enza Financial, LLC
Typical 50
198
4
5
Hanke & Apolonio Wealth Advisors LLC logo Hanke & Apolonio Wealth Advisors LLC
Typical 50
99
2
3
Epic Wealth Management, LLC logo Epic Wealth Management, LLC
Typical 49
148
3
5
Nia Impact Capital logo Nia Impact Capital
Typical 49
147
3
9
Bey-Douglas, LLC Investment Counsel logo Bey-Douglas, LLC Investment Counsel
Typical 48
145
3
3
Gibson Wealth Advisors, LLC logo Gibson Wealth Advisors, LLC
Typical 48
193
4
4
Advocates Wealth Planning logo Advocates Wealth Planning
Typical 48
193
4
6
FirstMetric logo FirstMetric
Typical 48
48
1
1
Rise Retirement, LLC logo Rise Retirement, LLC
Typical 48
96
2
2
Wealthview Capital, LLC logo Wealthview Capital, LLC
Typical 48
191
4
9
Crescent Sterling Ltd. logo Crescent Sterling Ltd.
Typical 48
191
4
7
Optimus Capital Advisors, LLC logo Optimus Capital Advisors, LLC
Typical 48
191
4
4
W Advisors LLC logo W Advisors LLC
Typical 48
95
2
3
All Terrain Financial Advisors logo All Terrain Financial Advisors
Typical 48
190
4
4
Strategic Advocates, LLC logo Strategic Advocates, LLC
Typical 47
141
3
3
Wakefield Asset Management, LLLP logo Wakefield Asset Management, LLLP
Typical 47
188
4
11
Greenfield Seitz Capital Management, LLC logo Greenfield Seitz Capital Management, LLC
Typical 47
188
4
4
Iconoclastic Capital Management LLC logo Iconoclastic Capital Management LLC
Typical 47
141
3
5
Fireside Capital Advisors logo Fireside Capital Advisors
Typical 47
140
3
4
Burkholder & Associates, LLC logo Burkholder & Associates, LLC
Typical 47
93
2
4
CEF Advisors logo CEF Advisors
Typical 47
93
2
5
Timonier logo Timonier
Typical 47
186
4
8
JayKay Wealth Advisors, Inc. logo JayKay Wealth Advisors, Inc.
Typical 46
139
3
6
Signet Investment Advisory Group, Inc. logo Signet Investment Advisory Group, Inc.
Typical 46
185
4
9
NorthAvenue LLC logo NorthAvenue LLC
Typical 46
138
3
9
Deane Retirement Strategies, Inc. logo Deane Retirement Strategies, Inc.
Typical 46
137
3
5
Alpha & Omega logo Alpha & Omega
Typical 46
137
3
11
Yukon Wealth Management, Inc. logo Yukon Wealth Management, Inc.
Typical 46
91
2
4
Sturman Wealth Advisors logo Sturman Wealth Advisors
Typical 46
91
2
2
L & M Wealth Management and Retirement Solutions, LLC
Typical 45
136
3
3
Argo Wealth Advisory, LLC logo Argo Wealth Advisory, LLC
Typical 45
90
2
2
Aull & Monroe logo Aull & Monroe
Typical 45
180
4
5
LFN Advisors Inc. logo LFN Advisors Inc.
Typical 45
179
4
4
Unified Investment Management logo Unified Investment Management
Typical 44
88
2
2
Axion Wealth Advisors
Typical 44
87
2
3
Meritis Wealth Management, Inc. logo Meritis Wealth Management, Inc.
Typical 43
130
3
3
Toce Financial Group logo Toce Financial Group
Typical 43
129
3
3
Financial Security Solutions, Corp. logo Financial Security Solutions, Corp.
Typical 43
86
2
4
Patrick M. Sweeney & Associates, Inc. logo Patrick M. Sweeney & Associates, Inc.
Typical 43
86
2
2
Beacon Financial Advisors Ltd logo Beacon Financial Advisors Ltd
Typical 43
86
2
2
Finance Wisdom logo Finance Wisdom
Typical 43
128
3
4
My Personal CFO, LLC logo My Personal CFO, LLC
Typical 43
85
2
3
Blue Spark Capital Advisors logo Blue Spark Capital Advisors
Typical 43
85
2
4
Kevin Kennedy, LLC logo Kevin Kennedy, LLC
Typical 42
169
4
4
The Prosperity People logo The Prosperity People
Typical 42
169
4
6
Planning Associates Wealth Management, LLC logo Planning Associates Wealth Management, LLC
Typical 42
84
2
3
Pullen Investment Management logo Pullen Investment Management
Typical 42
84
2
5
Von Haefen Financial Management logo Von Haefen Financial Management
Typical 42
84
2
2
Conway Financial Group, LLC logo Conway Financial Group, LLC
Typical 42
84
2
3
Paragon Private Wealth Management LLC logo Paragon Private Wealth Management LLC
Typical 42
167
4
6
Coastwise Capital Group, LLC logo Coastwise Capital Group, LLC
Typical 42
167
4
4
Clear Sky Financial, LP logo Clear Sky Financial, LP
Typical 42
125
3
3
Concorde Investment Management logo Concorde Investment Management
Typical 42
125
3
6
Evergreen Private Wealth logo Evergreen Private Wealth
Typical 42
166
4
4
Wealth Oklahoma logo Wealth Oklahoma
Typical 42
166
4
6
Strategic Asset Management Group Advisors logo Strategic Asset Management Group Advisors
Typical 41
124
3
5
Avalon logo Avalon
Typical 41
41
1
3
Minerva Planning Group logo Minerva Planning Group
Typical 41
122
3
5
Harbour Wealth Management Group, Inc. logo Harbour Wealth Management Group, Inc.
Typical 41
122
3
3
Berkeley Advisors, Inc. logo Berkeley Advisors, Inc.
Typical 41
81
2
2
Monterey Wealth logo Monterey Wealth
Typical 40
121
3
3
Capital Asset Management, LLC logo Capital Asset Management, LLC
Low 40
160
4
5
MB Gen Wealth logo MB Gen Wealth
Low 40
120
3
3
Hayes Wealth Advisors, LLC logo Hayes Wealth Advisors, LLC
Low 40
120
3
3
Capstone Wealth logo Capstone Wealth
Low 40
159
4
8
Fpfoco logo Fpfoco
Low 40
119
3
4
Mountain PEAK Wealth Advisors, LLC logo Mountain PEAK Wealth Advisors, LLC
Low 40
119
3
3
Define Financial, LLC logo Define Financial, LLC
Low 40
119
3
6
Alspaugh Wealth Management logo Alspaugh Wealth Management
Low 40
79
2
2
APM Wealth logo APM Wealth
Low 40
79
2
3
Mission Financial Planning, Inc. logo Mission Financial Planning, Inc.
Low 39
117
3
3
Value Investment Professionals, LLC logo Value Investment Professionals, LLC
Low 39
156
4
4
Zora Financial logo Zora Financial
Low 39
78
2
4
Lakewood Asset Management, LLC logo Lakewood Asset Management, LLC
Low 39
155
4
5
Freedom Family Office, LLC logo Freedom Family Office, LLC
Low 39
116
3
10
PMG Family Office, LLC logo PMG Family Office, LLC
Low 39
77
2
2
FinanciaLife Outfitters LLC logo FinanciaLife Outfitters LLC
Low 39
77
2
2
Alpha Financial Management, Inc. logo Alpha Financial Management, Inc.
Low 38
115
3
4
PeakValley Wealth, LLC logo PeakValley Wealth, LLC
Low 38
153
4
4
Principia Wealth Advisory, LLC logo Principia Wealth Advisory, LLC
Low 38
152
4
5
EDMP, Inc. logo EDMP, Inc.
Low 38
114
3
3
Cascade Wealth Advisors, Inc logo Cascade Wealth Advisors, Inc
Low 38
114
3
3
Datalign logo Datalign
Low 38
38
1
20
Green Era Financial LLC logo Green Era Financial LLC
Low 38
76
2
2
Anson Analytics logo Anson Analytics
Low 38
113
3
5
Alexander Beard (USA) Inc. logo Alexander Beard (USA) Inc.
Low 38
75
2
3
Smart Portfolios, LLC logo Smart Portfolios, LLC
Low 38
150
4
6
Traditions Wealth Advisors, LLC. logo Traditions Wealth Advisors, LLC.
Low 38
75
2
11
Colefp logo Colefp
Low 38
75
2
2
DFS Advisory logo DFS Advisory
Low 37
112
3
6
15 Equity logo 15 Equity
Low 37
112
3
7
BMA Advisors, LLC logo BMA Advisors, LLC
Low 37
111
3
4
Lifepoint Planning logo Lifepoint Planning
Low 37
110
3
3
Hamilton Financial Planning LLC logo Hamilton Financial Planning LLC
Low 37
73
2
2
Waycross Investment Management Co logo Waycross Investment Management Co
Low 37
146
4
5
Tri-Star Advisors, Inc. logo Tri-Star Advisors, Inc.
Low 37
73
2
4
Client First Capital, LLC logo Client First Capital, LLC
Low 37
73
2
4
Combs Capital Partners
Low 36
109
3
3
Backbone Planning Partners LLC logo Backbone Planning Partners LLC
Low 36
109
3
4
Penney Financial logo Penney Financial
Low 36
109
3
3
MWA Investments, LLC
Low 36
36
1
1
Tessara Wealth logo Tessara Wealth
Low 36
143
4
6
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
J.F. Williams Co., Inc. logo J.F. Williams Co., Inc.
Low 36
142
4
4
Addicus Advisory, LLC logo Addicus Advisory, LLC
Low 36
142
4
23
Haws Financial Planning LLC logo Haws Financial Planning LLC
Low 35
105
3
5
Tenet Retirement Services LLC logo Tenet Retirement Services LLC
Low 35
35
1
3
Cornerstone Investment Management and Consulting, LLC logo Cornerstone Investment Management and Consulting, LLC
Low 35
70
2
3
Total Wealth Advisors, LLC logo Total Wealth Advisors, LLC
Low 35
69
2
2
McIntyre, Freedman & Flynn Investment Advisers, Inc. logo McIntyre, Freedman & Flynn Investment Advisers, Inc.
Low 35
69
2
5
Chacon Diaz & Di Virgilio Wealth Management, LLC logo Chacon Diaz & Di Virgilio Wealth Management, LLC
Low 35
138
4
4
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv) logo Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Low 34
68
2
2
Integrated Planning & Wealth Management, LLC logo Integrated Planning & Wealth Management, LLC
Low 34
136
4
7
Veritas Financial Consulting LLC logo Veritas Financial Consulting LLC
Low 34
68
2
2
Integrated Wealthcare, LLC logo Integrated Wealthcare, LLC
Low 34
135
4
11
Camelot Wealth Management, LLC logo Camelot Wealth Management, LLC
Low 34
101
3
3
Lawson Kroeker Investment Management Inc logo Lawson Kroeker Investment Management Inc
Low 34
134
4
7
Royal Road Wealth Partners, LLC logo Royal Road Wealth Partners, LLC
Low 34
67
2
2
Crescendo Wealth Group LLC logo Crescendo Wealth Group LLC
Low 34
67
2
2
Aberle Investment Management LLC logo Aberle Investment Management LLC
Low 34
67
2
3
YES Wealth Management logo YES Wealth Management
Low 33
100
3
7
Gutierrez Wealth Advisory, LLC logo Gutierrez Wealth Advisory, LLC
Low 33
132
4
4
Schutt Capital Management LLC logo Schutt Capital Management LLC
Low 33
66
2
3
Sovereign Asset Management
Low 33
66
2
2
Alongside Wealth Advisors, LLC logo Alongside Wealth Advisors, LLC
Low 33
66
2
2
Tenon Financial logo Tenon Financial
Low 33
99
3
3
Abernathy Group II LLC logo Abernathy Group II LLC
Low 33
33
1
4
Amazonite Investments LLC
Low 33
66
2
2
Turtle Bay Group, Inc. logo Turtle Bay Group, Inc.
Low 32
64
2
9
LoneTree Wealth Management logo LoneTree Wealth Management
Low 32
95
3
4
HMV Wealth Advisors, LLC logo HMV Wealth Advisors, LLC
Low 32
95
3
4
Bullogic Wealth Management logo Bullogic Wealth Management
Low 32
63
2
2
Capital South Wealth Management, LLC logo Capital South Wealth Management, LLC
Low 31
124
4
4
Wave Wealth Management, LLC logo Wave Wealth Management, LLC
Low 31
62
2
2
Collar Capital Management, LLC logo Collar Capital Management, LLC
Low 31
123
4
4
Demand Wealth logo Demand Wealth
Low 30
60
2
3
Blue Cypress Wealth Management, LLC logo Blue Cypress Wealth Management, LLC
Low 30
60
2
2
Propel Financial Advisors, LLC logo Propel Financial Advisors, LLC
Low 30
120
4
4
Sierra Hotel Financial LLC logo Sierra Hotel Financial LLC
Low 30
59
2
3
Carrington Advisors, LLC logo Carrington Advisors, LLC
Low 29
117
4
7
PIA, LLLP logo PIA, LLLP
Low 29
29
1
3
Asempa Wealth Advisors logo Asempa Wealth Advisors
Low 29
87
3
4
Integra Wealth Advisors, LLC logo Integra Wealth Advisors, LLC
Low 29
58
2
3
Conscious Wealth Investments, LLC logo Conscious Wealth Investments, LLC
Low 29
115
4
7
Copia Wealth Management Advisors, Inc. logo Copia Wealth Management Advisors, Inc.
Low 29
86
3
4
Peregrine Investment Advisors, LLC logo Peregrine Investment Advisors, LLC
Low 29
86
3
4
DeWitt Capital Management logo DeWitt Capital Management
Low 28
85
3
4
Essential Partners LLC logo Essential Partners LLC
Low 28
56
2
2
Webster Street Investment Advisors LLC logo Webster Street Investment Advisors LLC
Low 28
56
2
2
Thompson Creek Wealth Advisors logo Thompson Creek Wealth Advisors
Low 28
55
2
2
Integrity Financial Strategies logo Integrity Financial Strategies
Low 28
55
2
2
Proverbi Capital Advisors, LLC logo Proverbi Capital Advisors, LLC
Low 28
110
4
4
Incline Investment Advisors, LLC logo Incline Investment Advisors, LLC
Low 28
110
4
5
A V Capital Management, LLC
Low 27
54
2
2
Crown Oak Advisors logo Crown Oak Advisors
Low 27
54
2
2
Miller Avenue Advisors LLC logo Miller Avenue Advisors LLC
Low 27
80
3
3
Thompson Capital Management, LLC logo Thompson Capital Management, LLC
Low 27
80
3
3
Advanced Portfolio Design, LLC logo Advanced Portfolio Design, LLC
Low 27
80
3
3
Michael L. Ball, CPA, LLC logo Michael L. Ball, CPA, LLC
Low 26
78
3
3
Meddent Solutions logo Meddent Solutions
Low 26
26
1
5
Saint Francis Capital logo Saint Francis Capital
Low 26
78
3
3
BHK Securities, LLC logo BHK Securities, LLC
Low 26
103
4
8
Aligned Advisors logo Aligned Advisors
Low 26
51
2
3
Bona Fide Finance logo Bona Fide Finance
Low 26
51
2
4
FB Advisory Services, LLC
Low 26
51
2
2
Ashford Investment Advisors logo Ashford Investment Advisors
Low 25
76
3
3
Taber Asset Management L.L.C. logo Taber Asset Management L.L.C.
Low 25
101
4
4
Lava Creek Capital Management, LLC logo Lava Creek Capital Management, LLC
Low 25
50
2
2
Docsa Capital Management, Inc. logo Docsa Capital Management, Inc.
Low 25
74
3
3
Live Oak Wealth Advisory Group, LLC logo Live Oak Wealth Advisory Group, LLC
Low 25
98
4
6
Soar Financial LLC logo Soar Financial LLC
Low 24
97
4
5
Just Futures logo Just Futures
Low 24
95
4
6
Open Range Financial Group, LLC logo Open Range Financial Group, LLC
Low 24
71
3
3
Burke Wealth Management, LLC logo Burke Wealth Management, LLC
Low 24
71
3
3
Signify Wealth LLC logo Signify Wealth LLC
Low 24
94
4
17
Sunbeam Capital Management, LLC
Low 24
47
2
3
Palmer Wealth Management LLC logo Palmer Wealth Management LLC
Low 23
46
2
2
Arimathea logo Arimathea
Low 23
23
1
5
Root Wealth Management logo Root Wealth Management
Low 23
46
2
2
Fiscal Dynamics Incorporated logo Fiscal Dynamics Incorporated
Low 23
45
2
3
Integrity Road Wealth Partners LLC logo Integrity Road Wealth Partners LLC
Low 22
66
3
3
Redfish Capital
Low 22
88
4
4
Clearview Financial, Inc. logo Clearview Financial, Inc.
Low 22
44
2
2
Brown and Brown Financial Services, Inc. logo Brown and Brown Financial Services, Inc.
Low 22
44
2
2
Huff Wealth Management LLC logo Huff Wealth Management LLC
Low 22
43
2
2
GCB Private Wealth logo GCB Private Wealth
Low 22
43
2
2
SeedSafe Financial LLC logo SeedSafe Financial LLC
Low 22
86
4
7
Barton Advisory Services, L.L.C. logo Barton Advisory Services, L.L.C.
Very Low 21
42
2
2
MCM Wealth logo MCM Wealth
Very Low 21
83
4
7
Safe Future Wealth Partners LLC logo Safe Future Wealth Partners LLC
Very Low 21
62
3
3
Harris Wealth Management, LLC logo Harris Wealth Management, LLC
Very Low 20
61
3
3
Prudent Prospera Planning, Inc. logo Prudent Prospera Planning, Inc.
Very Low 20
40
2
2
Theory Planning Partners logo Theory Planning Partners
Very Low 20
59
3
4
Renew Family Wealth logo Renew Family Wealth
Very Low 20
78
4
5
BF/Anderson logo BF/Anderson
Very Low 19
58
3
3
Hayden Harper Wealth Advisory, LLC logo Hayden Harper Wealth Advisory, LLC
Very Low 19
76
4
7
McMillan Capital Management, LLC logo McMillan Capital Management, LLC
Very Low 19
38
2
2
Chartmark Investments, Inc. logo Chartmark Investments, Inc.
Very Low 19
76
4
4
Wakely Investment Management logo Wakely Investment Management
Very Low 19
57
3
3
Ideology Wealth Advisors, LLC logo Ideology Wealth Advisors, LLC
Very Low 18
55
3
4
Orion Wealth Management LLC
Very Low 18
73
4
4
Tremont Street Advisors, LLC
Very Low 18
73
4
4
Grantham Poole Advisors, LLC
Very Low 18
36
2
2
CJC Wealth Management logo CJC Wealth Management
Very Low 18
72
4
6
New River Investments
Very Low 18
53
3
3
Guaranty Private Wealth logo Guaranty Private Wealth
Very Low 18
35
2
4
ISGAM US LLC logo ISGAM US LLC
Very Low 17
51
3
5
Iliad Wealth Solutions logo Iliad Wealth Solutions
Very Low 17
51
3
3
Legacy Wealth Management, LLC logo Legacy Wealth Management, LLC
Very Low 17
68
4
4
Portia Capital Management
Very Low 17
34
2
2
Echelons Capital, LLC logo Echelons Capital, LLC
Very Low 17
34
2
2
Apricity Financial, LLC logo Apricity Financial, LLC
Very Low 17
67
4
6
TWRU Private Wealth Management, LLC logo TWRU Private Wealth Management, LLC
Very Low 17
33
2
2
Estes Financial Services, Inc. logo Estes Financial Services, Inc.
Very Low 16
32
2
3
Inspired Financial Planners logo Inspired Financial Planners
Very Low 16
32
2
3
Craft Wealth Management LLC
Very Low 16
63
4
4
Town Lake Capital Management logo Town Lake Capital Management
Very Low 16
31
2
2
Total Wealth Partners logo Total Wealth Partners
Very Low 16
31
2
2
Levatus LLC logo Levatus LLC
Very Low 15
46
3
4
MFO-USA Advisory, LLC
Very Low 15
15
1
3
Skyview Pinnacle logo Skyview Pinnacle
Very Low 15
45
3
3
Summit Place Financial Advisors, LLC logo Summit Place Financial Advisors, LLC
Very Low 15
59
4
6
Prospera Capital Management, LLC logo Prospera Capital Management, LLC
Very Low 15
44
3
3
Springreef LLC logo Springreef LLC
Very Low 15
29
2
2
CM Capital Partners logo CM Capital Partners
Very Low 14
56
4
4
Stone Fortress Wealth Strategies logo Stone Fortress Wealth Strategies
Very Low 14
28
2
3
Pebble Management Group
Very Low 14
28
2
3
Bisonwood Financial Management logo Bisonwood Financial Management
Very Low 14
28
2
3
Ford Financial Solutions, LLC logo Ford Financial Solutions, LLC
Very Low 14
28
2
2
Cantata Wealth Management, LLC logo Cantata Wealth Management, LLC
Very Low 14
27
2
4
Levenson Wealth LLC logo Levenson Wealth LLC
Very Low 14
27
2
2
Laminar Wealth LLC logo Laminar Wealth LLC
Very Low 14
27
2
2
Zor Capital, LLC logo Zor Capital, LLC
Very Low 13
40
3
3
Innovation Partners LLC logo Innovation Partners LLC
Very Low 13
26
2
305
Abacus Financial Planning logo Abacus Financial Planning
Very Low 13
26
2
2
MDS Wealth Advisors, LLC logo MDS Wealth Advisors, LLC
Very Low 13
26
2
3
Artham Advisors logo Artham Advisors
Very Low 13
26
2
2
Course 26, LLC
Very Low 13
25
2
3
RNS Wealth Management, LLC logo RNS Wealth Management, LLC
Very Low 12
37
3
3
Hedged Private Wealth logo Hedged Private Wealth
Very Low 12
49
4
4
Veritas Wealth Advisors, LLC
Very Low 12
23
2
2
Brett Josey Wealth Management LLC
Very Low 12
23
2
2
J.P.Morgan Wealth Management Solutions Inc. logo J.P.Morgan Wealth Management Solutions Inc.
Very Low 11
32
3
65
Final Ascent Wealth Advisors, LLC logo Final Ascent Wealth Advisors, LLC
Very Low 11
21
2
2
HIP Investor, Inc. logo HIP Investor, Inc.
Very Low 10
31
3
4
Advantage Wealth Management, L.L.C. logo Advantage Wealth Management, L.L.C.
Very Low 10
20
2
2
Shearman, Ralston Inc. logo Shearman, Ralston Inc.
Very Low 10
20
2
4
Heritage Asset Managers, Inc.
Very Low 10
29
3
3
Raskin Global Inc. logo Raskin Global Inc.
Very Low 10
38
4
4
Freund & Co Investment Advisors, L.C. logo Freund & Co Investment Advisors, L.C.
Very Low 10
19
2
3
Upbeat Wealth logo Upbeat Wealth
Very Low 10
19
2
2
Lindus Advisors, Inc. logo Lindus Advisors, Inc.
Very Low 9
28
3
3
Belonging Wealth Management logo Belonging Wealth Management
Very Low 9
18
2
2
Riverstone Asset Management, LLC
Very Low 9
18
2
2
Dillow Wealth Management LLC logo Dillow Wealth Management LLC
Very Low 9
18
2
2
Adaptive Advice, LLC logo Adaptive Advice, LLC
Very Low 9
18
2
4
Sycamore Financial Planning, LLC logo Sycamore Financial Planning, LLC
Very Low 9
26
3
5
Comprehensive Wealth Services, LLC logo Comprehensive Wealth Services, LLC
Very Low 9
34
4
4
Franklin Street Capital LLC logo Franklin Street Capital LLC
Very Low 9
17
2
2
Wealth Innovation logo Wealth Innovation
Very Low 7
14
2
2
Parkstone Wealth Management, LLC logo Parkstone Wealth Management, LLC
Very Low 7
21
3
3
Night Sky Capital Management, LLC logo Night Sky Capital Management, LLC
Very Low 6
11
2
2
1st Financial Investment, Inc. logo 1st Financial Investment, Inc.
Very Low 5
16
3
8
Divergent Capital Asset Management LLC logo Divergent Capital Asset Management LLC
Very Low 5
20
4
4
Integrity Financial Planning, LLC logo Integrity Financial Planning, LLC
Very Low 5
10
2
3
Strive Retirement Group logo Strive Retirement Group
Very Low 5
14
3
3
Harmon Financial Advisors, Inc. logo Harmon Financial Advisors, Inc.
Very Low 4
8
2
2
SOW Advisors LLC logo SOW Advisors LLC
Very Low 4
8
2
2
HTB Wealth Advisors, LLC logo HTB Wealth Advisors, LLC
Very Low 4
7
2
2
Consortium Private Wealth LLC logo Consortium Private Wealth LLC
Very Low 3
10
3
4
Investment Consulting Services, LLC logo Investment Consulting Services, LLC
Very Low 3
6
2
3
Ambastha Financial LLC logo Ambastha Financial LLC
Very Low 3
5
2
2
Zacks Intelligence LLC logo Zacks Intelligence LLC
Very Low 1
1
1
7
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