Clients per advisor for Supported firms serving clients in Michigan

In Michigan, supported financial advisory firms tend to have a higher client load per advisor compared to the national median. With 425 firms operating in the state, the median number of clients per advisor is 69, exceeding the national median of 51 for this category. This suggests that Michigan advisors often manage larger client bases, which may indicate more structured, scalable service models rather than highly personalized approaches. For clients, this means advisors in Michigan might balance efficiency with accessibility, catering to those comfortable with a somewhat broader client relationship rather than highly individualized attention.

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
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
Jackson Financial Services, LLC logo Jackson Financial Services, LLC
Very High 551
551
1
3
Arta Finance logo Arta Finance
Very High 522
1,043
2
68
CWP Private Wealth Management logo CWP Private Wealth Management
Very High 511
511
1
5
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
MFP Financial Services, LLC logo MFP Financial Services, LLC
Very High 428
1,284
3
5
Guidance Capital, Inc. logo Guidance Capital, Inc.
Very High 378
756
2
10
Sapphire Blue Investment Partners logo Sapphire Blue Investment Partners
Very High 376
376
1
4
Heritage Asset Management, LLC logo Heritage Asset Management, LLC
Very High 373
746
2
2
Great Lakes Investment Advisors Inc. logo Great Lakes Investment Advisors Inc.
Very High 367
367
1
6
Bone Asset Management logo Bone Asset Management
Very High 366
366
1
4
Northfort Financial, LLC logo Northfort Financial, LLC
Very High 356
356
1
4
Dynamic Asset Management Group LLC logo Dynamic Asset Management Group LLC
Very High 349
349
1
4
Gunderson Capital Management logo Gunderson Capital Management
Very High 347
694
2
4
GreenPortfolio Inc. logo GreenPortfolio Inc.
Very High 346
346
1
6
Kissling Financial Services, LLC logo Kissling Financial Services, LLC
Very High 345
689
2
2
RyZome Investment Advisors logo RyZome Investment Advisors
Very High 337
673
2
2
San Blas Advisory, Inc. logo San Blas Advisory, Inc.
Very High 332
664
2
13
RPC Private Wealth, LLC
Very High 326
326
1
1
McAlvany Wealth Management, LLC logo McAlvany Wealth Management, LLC
Very High 325
650
2
5
Security First Financial
Very High 320
639
2
2
Spreng Capital Management, Inc. logo Spreng Capital Management, Inc.
Very High 309
927
3
4
SavvyFi logo SavvyFi
Very High 307
307
1
15
Tower Wealth Partners logo Tower Wealth Partners
Very High 307
920
3
9
Stewards Wealth Planning, LLC
Very High 307
613
2
2
Jfr Financial Services, Inc. logo Jfr Financial Services, Inc.
Very High 299
597
2
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
Premier Estate Planners, LLC logo Premier Estate Planners, LLC
Very High 292
584
2
4
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
River Raisin Investment Partners, Inc. logo River Raisin Investment Partners, Inc.
Very High 287
574
2
4
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
Kelly Wealth Management, Inc. logo Kelly Wealth Management, Inc.
Very High 265
529
2
6
New Era Investments LLC logo New Era Investments LLC
Very High 254
761
3
3
Great Lakes Wealth, LLC logo Great Lakes Wealth, LLC
Very High 248
248
1
9
Legacy Investment Advisors LLC
Very High 246
492
2
2
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
Challenger Wealth Management logo Challenger Wealth Management
Very High 238
238
1
3
RBS Wealth Management logo RBS Wealth Management
Very High 234
468
2
6
Crescent City Retirement Group logo Crescent City Retirement Group
Very High 229
915
4
12
Kiker Wealth Management, LLC logo Kiker Wealth Management, LLC
Very High 224
894
4
9
Camelot Portfolios, LLC logo Camelot Portfolios, LLC
Very High 221
662
3
7
Maner Wealth logo Maner Wealth
Very High 217
650
3
4
Fortune 45, LLC. logo Fortune 45, LLC.
Very High 215
645
3
5
MFG Capital, Inc. logo MFG Capital, Inc.
Very High 215
215
1
3
Peak Wealth Management, LLC logo Peak Wealth Management, LLC
Very High 214
643
3
3
Valley Oak Investment Strategies LLC logo Valley Oak Investment Strategies LLC
Very High 209
209
1
7
Vision Wealth Management, Inc. logo Vision Wealth Management, Inc.
Very High 208
416
2
2
Borabond, LLC logo Borabond, LLC
Very High 207
207
1
3
Sterling Bridge Financial Group LLC logo Sterling Bridge Financial Group LLC
Very High 207
826
4
8
Cornerstone Alternatives logo Cornerstone Alternatives
Very High 205
410
2
6
Fairhaven Financial Advisory Corporation logo Fairhaven Financial Advisory Corporation
Very High 201
805
4
7
Axiom Investment Management LLC
Very High 201
201
1
10
Adirondack Financial Services Corp logo Adirondack Financial Services Corp
Very High 199
596
3
16
Windward Wealth Strategies, Inc. logo Windward Wealth Strategies, Inc.
Very High 197
394
2
3
Fund Advisors of America Inc
Very High 195
585
3
3
Schuchard Capital Management Inc
Very High 195
195
1
2
Spyrnal Financial Group logo Spyrnal Financial Group
Very High 194
387
2
4
Miller Financial Services LLC logo Miller Financial Services LLC
Very High 191
574
3
3
Ellija Capital Management, LLC logo Ellija Capital Management, LLC
Very High 191
381
2
2
Accelerated Wealth Advisors LLC logo Accelerated Wealth Advisors LLC
Very High 189
568
3
10
Greystone Financial Group, LLC logo Greystone Financial Group, LLC
Very High 189
566
3
8
CND Financial
Very High 188
188
1
3
Rosecliff Capital Advisory LLC
Very High 185
185
1
4
The Enterprise Investment Company logo The Enterprise Investment Company
Very High 184
367
2
7
RFM Financial Solutions, LLC logo RFM Financial Solutions, LLC
Very High 181
544
3
6
APO Financial Services, LLC logo APO Financial Services, LLC
Very High 181
542
3
7
Foresight Capital Management Advisors, Inc. logo Foresight Capital Management Advisors, Inc.
Very High 179
537
3
10
Saos Capital, LLC logo Saos Capital, LLC
Very High 179
536
3
4
Stride Investments, LLC logo Stride Investments, LLC
Very High 175
524
3
8
First Financial Advisory Services Inc logo First Financial Advisory Services Inc
Very High 172
516
3
7
Up North Financial, LLC logo Up North Financial, LLC
Very High 169
337
2
4
Ridge Capital Management, LLC logo Ridge Capital Management, LLC
Very High 168
335
2
6
Financial Institution Services, LLC logo Financial Institution Services, LLC
Very High 166
332
2
4
Lakeshore Financial Planning Inc. logo Lakeshore Financial Planning Inc.
Very High 164
491
3
5
Second Half Financial Partners, LLC logo Second Half Financial Partners, LLC
Very High 162
485
3
5
Burrus logo Burrus
Very High 161
322
2
5
Phase III Advisory Services, LTD logo Phase III Advisory Services, LTD
Very High 161
483
3
3
Kleinfelder Capital, Inc. logo Kleinfelder Capital, Inc.
Very High 160
481
3
5
SharpePoint, LLC logo SharpePoint, LLC
Very High 160
479
3
5
MarketRiders logo MarketRiders
Very High 159
477
3
6
Luedtke & Associates
Very High 157
470
3
5
J.E. Simmons & Co., P.C. logo J.E. Simmons & Co., P.C.
Very High 154
308
2
4
Nardis Advisors LLC logo Nardis Advisors LLC
Very High 153
153
1
6
Moore Financial Strategies, LLC logo Moore Financial Strategies, LLC
Very High 150
300
2
3
Kaizen Wealth Management, LLC logo Kaizen Wealth Management, LLC
Very High 150
450
3
3
Harborfront Financial Group logo Harborfront Financial Group
Very High 149
596
4
6
Braeburn Wealth Management, LLC logo Braeburn Wealth Management, LLC
Very High 147
441
3
6
Wordhouse Wealth Coaching logo Wordhouse Wealth Coaching
Very High 147
293
2
2
D & G Advisory Group, L.L.C. logo D & G Advisory Group, L.L.C.
Very High 147
293
2
3
Kachkovsky & Fisher, Inc. logo Kachkovsky & Fisher, Inc.
Very High 146
439
3
6
Smart Money Financial Advisors, LLC logo Smart Money Financial Advisors, LLC
Very High 145
145
1
3
Sky Alpha Asset Advisors logo Sky Alpha Asset Advisors
Very High 143
286
2
3
Norwood Economics, Inc. logo Norwood Economics, Inc.
Very High 143
143
1
4
True Blue Financial, LLC logo True Blue Financial, LLC
Very High 143
570
4
4
Northern Edge Wealth Management logo Northern Edge Wealth Management
Very High 138
550
4
6
Pearl Wealth Group logo Pearl Wealth Group
Very High 137
273
2
4
O'Connor Financial Group, LLC
Very High 136
271
2
2
LDN Wealth, LLC logo LDN Wealth, LLC
Very High 136
271
2
5
Chapman & Chapman Advisors LLC logo Chapman & Chapman Advisors LLC
Very High 134
268
2
3
Lauer Wealth Management logo Lauer Wealth Management
Very High 133
399
3
5
Advisifi LLC logo Advisifi LLC
Very High 133
133
1
6
Atlas Financial Advisors, Inc. logo Atlas Financial Advisors, Inc.
Very High 133
266
2
3
LUMINIST Capital, LLC logo LUMINIST Capital, LLC
Very High 133
530
4
4
Old Oak Financial Planning, Inc. logo Old Oak Financial Planning, Inc.
Very High 132
264
2
2
Applied Capital logo Applied Capital
Very High 132
264
2
2
The Pines Wealth Management, LLC logo The Pines Wealth Management, LLC
Very High 131
262
2
4
Schwan Financial Advisors, LLC logo Schwan Financial Advisors, LLC
Very High 131
261
2
2
M1 Capital Management LLC logo M1 Capital Management LLC
Very High 128
383
3
12
Pampel & Associates, Inc. logo Pampel & Associates, Inc.
Very High 128
255
2
4
Kapstone Financial Advisors LLC logo Kapstone Financial Advisors LLC
Very High 127
508
4
5
Leslie Global Wealth, LLC logo Leslie Global Wealth, LLC
Very High 127
380
3
6
The Bottom Line Wealth Management Ltd. logo The Bottom Line Wealth Management Ltd.
Very High 125
250
2
3
Wealth Ease Wealth Management logo Wealth Ease Wealth Management
Very High 124
248
2
3
Legacy Wealth Advisors, LLC logo Legacy Wealth Advisors, LLC
Very High 124
248
2
2
Factor Investing Group logo Factor Investing Group
Very High 123
491
4
6
Family Capital Management logo Family Capital Management
Very High 123
491
4
10
Rachor Investment Advisory Services, LLC logo Rachor Investment Advisory Services, LLC
Very High 123
490
4
16
Florin Pensions LLC logo Florin Pensions LLC
Very High 121
485
4
5
RHL Group, LLC logo RHL Group, LLC
Very High 117
350
3
6
Sculati Wealth Management, LLC logo Sculati Wealth Management, LLC
Very High 116
349
3
4
Bridgewise Wealth Management logo Bridgewise Wealth Management
Very High 115
115
1
4
Global Financial Planning Group, LLC logo Global Financial Planning Group, LLC
Very High 114
227
2
5
Integrity Financial Advisors, LLC logo Integrity Financial Advisors, LLC
Very High 113
339
3
3
Great Lakes Bay Financial logo Great Lakes Bay Financial
Very High 113
0
2
2
Carnegie Wealth Management, LLC logo Carnegie Wealth Management, LLC
Very High 113
226
2
6
BCD Advisors logo BCD Advisors
Very High 112
448
4
4
Turner Capital Investments, LLC logo Turner Capital Investments, LLC
Very High 111
333
3
4
Daus Financial Group, LLC logo Daus Financial Group, LLC
Very High 109
327
3
8
hemming& Wealth Management, Inc. logo hemming& Wealth Management, Inc.
Very High 109
436
4
9
Bernard Wealth Management Corp. logo Bernard Wealth Management Corp.
Very High 109
327
3
4
Blueprint Partners LLC logo Blueprint Partners LLC
Very High 108
324
3
4
Graetz Wealth logo Graetz Wealth
Very High 105
316
3
3
Biltmore Wealth Management, LLC logo Biltmore Wealth Management, LLC
High 102
307
3
4
Bradley Wealth LLC logo Bradley Wealth LLC
High 102
204
2
5
ORBA Wealth Advisors, LLC logo ORBA Wealth Advisors, LLC
High 102
102
1
16
Cambridge Financial Group, Inc. logo Cambridge Financial Group, Inc.
High 102
306
3
6
Dickmeyer Boyce Financial Management, Inc logo Dickmeyer Boyce Financial Management, Inc
High 101
402
4
8
Panorama Wealth Advisors logo Panorama Wealth Advisors
High 100
200
2
3
Horowitz & Company, Inc. logo Horowitz & Company, Inc.
High 100
199
2
2
Alan B. Lancz & Associates, Inc. logo Alan B. Lancz & Associates, Inc.
High 99
99
1
4
Erica Hall Wealth Advisors, LLC. logo Erica Hall Wealth Advisors, LLC.
High 99
99
1
4
Retirement Resources, LLC logo Retirement Resources, LLC
High 98
391
4
4
Schwallier Wealth Management logo Schwallier Wealth Management
High 97
290
3
3
VCP Financial LLC logo VCP Financial LLC
High 96
385
4
5
Daniel Krug & Associates logo Daniel Krug & Associates
High 96
192
2
7
stonebridge wealth management llc logo stonebridge wealth management llc
High 96
288
3
4
Gasaway Investment Advisors, Inc. logo Gasaway Investment Advisors, Inc.
High 96
384
4
13
Waterstone Financial Advisory LLC logo Waterstone Financial Advisory LLC
High 95
285
3
5
Clearview Investments, LLC logo Clearview Investments, LLC
High 95
379
4
4
Blue Jay Financial Group, LLC logo Blue Jay Financial Group, LLC
High 94
283
3
9
Key Concerns Inc logo Key Concerns Inc
High 94
188
2
2
Duet Advisory Services LLC logo Duet Advisory Services LLC
High 94
282
3
7
Synergy Wealth Management, LLC logo Synergy Wealth Management, LLC
High 94
282
3
3
Game Plan Financial Advisors, LLC logo Game Plan Financial Advisors, LLC
High 93
185
2
5
Legacy Financial Services Group, Inc. logo Legacy Financial Services Group, Inc.
High 92
183
2
2
TJT Capital Group, LLC logo TJT Capital Group, LLC
High 91
181
2
4
Quantum Private Wealth, LLC logo Quantum Private Wealth, LLC
High 90
90
1
6
The Wolter Group, Inc.
High 90
180
2
3
Haverdink Financial Management, LLC
High 90
179
2
3
Snider Advisors logo Snider Advisors
High 89
357
4
4
Afton Advisors, LLC logo Afton Advisors, LLC
High 89
177
2
2
Independent Wealth Management, LLC logo Independent Wealth Management, LLC
High 88
176
2
3
Fairlane Investment Advisors Inc logo Fairlane Investment Advisors Inc
High 88
175
2
2
Blue Iguana Financial, LLC logo Blue Iguana Financial, LLC
High 87
87
1
4
56 Capital Partners, Ltd logo 56 Capital Partners, Ltd
High 87
260
3
3
Eastown Financial Advisors, LLC logo Eastown Financial Advisors, LLC
High 86
257
3
5
Burnham & Company LLC logo Burnham & Company LLC
High 86
171
2
2
Bowers Wealth Management, Inc. logo Bowers Wealth Management, Inc.
High 85
170
2
2
Agnello Financial Group, Inc. logo Agnello Financial Group, Inc.
High 85
169
2
4
Southwest Michigan Wealth Management, LLC logo Southwest Michigan Wealth Management, LLC
High 83
166
2
4
Entrust Investment Services, Inc logo Entrust Investment Services, Inc
High 83
166
2
3
Stratus Advisory Group, Inc.
High 83
165
2
2
PPS & V Asset Management Consultants Inc
High 82
247
3
4
Wealthspan Investment Management, LLC logo Wealthspan Investment Management, LLC
High 82
326
4
5
High Pines Wealth Management LLC logo High Pines Wealth Management LLC
High 82
163
2
5
AFS Wealth Management, LLC logo AFS Wealth Management, LLC
High 82
163
2
2
Investable logo Investable
High 81
81
1
4
Kotys Wealth Professionals logo Kotys Wealth Professionals
High 80
321
4
8
Alliance Investment Management, LLC logo Alliance Investment Management, LLC
High 80
160
2
6
Greenway Financial, LLC logo Greenway Financial, LLC
High 80
239
3
4
Macco Financial Group, Inc. logo Macco Financial Group, Inc.
High 79
317
4
8
Cane Capital Partners, LLC logo Cane Capital Partners, LLC
High 79
315
4
5
IQVestment, LLC logo IQVestment, LLC
High 78
235
3
5
Melone Private Wealth, LLC logo Melone Private Wealth, LLC
High 78
155
2
4
Leonard Advisory Group LLC logo Leonard Advisory Group LLC
High 77
230
3
3
Pearl Planning logo Pearl Planning
High 76
305
4
7
Ataraxis Advisors LLC logo Ataraxis Advisors LLC
High 76
152
2
2
Twinleaf Financial Advisors logo Twinleaf Financial Advisors
High 76
76
1
3
The Foundation Investment Group logo The Foundation Investment Group
High 76
151
2
6
Briggs Financial Inc. logo Briggs Financial Inc.
High 74
148
2
2
Miller Capital logo Miller Capital
High 74
74
1
5
Wealth For you Financial, LLC
High 73
292
4
4
Fourth Dimension Financial Group logo Fourth Dimension Financial Group
High 73
146
2
2
Chicago Wealth Management, Inc. logo Chicago Wealth Management, Inc.
High 72
288
4
6
Investable Wealth, LLC logo Investable Wealth, LLC
High 72
143
2
2
Daniel Investment Group Inc. logo Daniel Investment Group Inc.
High 71
214
3
3
Stewardship Trust Advisors logo Stewardship Trust Advisors
High 71
285
4
7
Cedar Spring Advisors, LLC logo Cedar Spring Advisors, LLC
High 71
284
4
4
Stewardship Partners Investment Counsel, Inc. logo Stewardship Partners Investment Counsel, Inc.
High 71
142
2
4
The Financial Center, LLC logo The Financial Center, LLC
High 70
211
3
3
Secure Retirement Financial & Insurance Services Corp. logo Secure Retirement Financial & Insurance Services Corp.
High 70
211
3
5
Palatine Hill Wealth Management logo Palatine Hill Wealth Management
High 70
279
4
5
Infinity Advisory Group logo Infinity Advisory Group
High 69
208
3
5
Strickler Investment Services, LLC logo Strickler Investment Services, LLC
High 69
277
4
9
First Wilshire Securities Management, Inc. logo First Wilshire Securities Management, Inc.
High 69
275
4
9
Antonetti Capital Management, LLC logo Antonetti Capital Management, LLC
High 69
137
2
2
Vision Capital Partners logo Vision Capital Partners
High 69
137
2
4
Breakwater Capital logo Breakwater Capital
High 69
137
2
2
J2 Capital Management, Inc. logo J2 Capital Management, Inc.
High 68
205
3
3
RossJohnson & Associates, LLC logo RossJohnson & Associates, LLC
High 68
272
4
4
Beacon Associates Wealth Management, LLC logo Beacon Associates Wealth Management, LLC
High 68
204
3
4
Fortified Wealth logo Fortified Wealth
High 68
68
1
3
Pinnacle Wealth Management, Inc. logo Pinnacle Wealth Management, Inc.
High 68
271
4
4
Kroon & Mitchell Asset Management LLC logo Kroon & Mitchell Asset Management LLC
High 68
203
3
5
Clearview Investment Partners, LLC logo Clearview Investment Partners, LLC
High 67
133
2
3
Marin Bay Wealth Advisors, LLC
High 67
133
2
2
Bowline Financial, LLC logo Bowline Financial, LLC
High 67
133
2
3
Darden Wealth Group logo Darden Wealth Group
High 66
264
4
5
StreamSong Advisors, LLC logo StreamSong Advisors, LLC
High 66
263
4
5
Optimal Capital Advisors, LLC logo Optimal Capital Advisors, LLC
Typical 64
127
2
2
Revalue LLC logo Revalue LLC
Typical 64
254
4
8
Affinity Wealth Management, LLC
Typical 63
190
3
4
Antonelli Financial Advisors, LLC logo Antonelli Financial Advisors, LLC
Typical 63
189
3
4
Great Lakes Retirement Solutions, Inc. logo Great Lakes Retirement Solutions, Inc.
Typical 63
250
4
4
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
Trinity Financial Services, Inc. logo Trinity Financial Services, Inc.
Typical 63
125
2
2
Halbert Wealth Management, Inc logo Halbert Wealth Management, Inc
Typical 62
249
4
5
Atlantis Wealth Advisors LLC logo Atlantis Wealth Advisors LLC
Typical 62
248
4
4
Walen Financial Group, LLC logo Walen Financial Group, LLC
Typical 62
124
2
2
American Financial Management, Ltd. logo American Financial Management, Ltd.
Typical 62
124
2
2
Vawter Financial LTD logo Vawter Financial LTD
Typical 62
247
4
5
Harwood Investment Strategies, L.L.C. logo Harwood Investment Strategies, L.L.C.
Typical 62
123
2
2
Affinity Financial Advisory logo Affinity Financial Advisory
Typical 61
121
2
2
Healthview Asset Management, Inc. logo Healthview Asset Management, Inc.
Typical 60
180
3
4
Lynx Capital Group Ltd logo Lynx Capital Group Ltd
Typical 60
60
1
3
Arbor Financial Services, LLC logo Arbor Financial Services, LLC
Typical 60
240
4
5
Mirretti Perryman Wealth Strategies, LLC logo Mirretti Perryman Wealth Strategies, LLC
Typical 59
176
3
4
Delta Wealth Advisors LLC logo Delta Wealth Advisors LLC
Typical 59
176
3
5
Brown Financial Planning LLC logo Brown Financial Planning LLC
Typical 59
117
2
2
Paragon Investing, LLC logo Paragon Investing, LLC
Typical 58
175
3
3
Mench Financial Inc logo Mench Financial Inc
Typical 58
175
3
4
Advize Wealth Management logo Advize Wealth Management
Typical 58
116
2
2
YFP Wealth logo YFP Wealth
Typical 58
230
4
7
Lightsquare Wealth Management, LLC logo Lightsquare Wealth Management, LLC
Typical 57
172
3
5
Tetley Investments, LLC logo Tetley Investments, LLC
Typical 57
172
3
3
Mindful Wealth LLC logo Mindful Wealth LLC
Typical 57
57
1
1
GPS Financial Group, LLC logo GPS Financial Group, LLC
Typical 57
114
2
2
Forte Asset Management, LLC logo Forte Asset Management, LLC
Typical 57
57
1
2
Wallace Hart Capital Management logo Wallace Hart Capital Management
Typical 57
227
4
5
Dynamic Wealth Solutions LLC logo Dynamic Wealth Solutions LLC
Typical 57
170
3
3
SS&H Financial Advisors, Inc. logo SS&H Financial Advisors, Inc.
Typical 57
113
2
2
Infinium Investment Advisors, LLC logo Infinium Investment Advisors, LLC
Typical 57
113
2
2
Raider Dennis Agency logo Raider Dennis Agency
Typical 55
165
3
3
Kral Financial Advisors, LLC
Typical 55
55
1
1
Evansbrook Capital Management logo Evansbrook Capital Management
Typical 55
110
2
2
Bollin Wealth Management, LLC logo Bollin Wealth Management, LLC
Typical 55
164
3
4
HK Private Client, LLC logo HK Private Client, LLC
Typical 55
109
2
3
Costello Financial Planning, Inc. logo Costello Financial Planning, Inc.
Typical 55
109
2
2
Bannerman Wealth logo Bannerman Wealth
Typical 54
163
3
5
Truesdell Wealth, Inc. logo Truesdell Wealth, Inc.
Typical 54
54
1
4
CBG & Company, Inc. logo CBG & Company, Inc.
Typical 54
161
3
9
Strategic Financial Group, L.L.C. logo Strategic Financial Group, L.L.C.
Typical 53
158
3
4
Gunder Wealth Management, LLC logo Gunder Wealth Management, LLC
Typical 53
105
2
2
Toptier Wealth Management logo Toptier Wealth Management
Typical 53
105
2
2
Forever Young Integrated Wealth
Typical 52
104
2
2
Left Brain Wealth Management, LLC logo Left Brain Wealth Management, LLC
Typical 52
206
4
7
V2 Financial Group, LLC logo V2 Financial Group, LLC
Typical 51
205
4
5
CJW Capital, LLC logo CJW Capital, LLC
Typical 51
153
3
4
ProAthlete Wealth Management LLC logo ProAthlete Wealth Management LLC
Typical 51
203
4
5
Pinnacle Wealth Management Group, Inc. logo Pinnacle Wealth Management Group, Inc.
Typical 51
203
4
4
GatePass Capital, LLC logo GatePass Capital, LLC
Typical 51
152
3
8
LeClair Wealth Partners logo LeClair Wealth Partners
Typical 51
152
3
4
ArborFi Advisors, LLC logo ArborFi Advisors, LLC
Typical 51
101
2
2
Larimer Capital Corporation
Typical 51
101
2
4
Q2 Wealth Management logo Q2 Wealth Management
Typical 50
151
3
3
Cedar Ridge Investment Management LLC logo Cedar Ridge Investment Management LLC
Typical 50
100
2
2
Ecos Wealth Advisors logo Ecos Wealth Advisors
Typical 50
149
3
3
Hartwell & Company logo Hartwell & Company
Typical 50
149
3
3
Paces Ferry Wealth Advisors, LLC logo Paces Ferry Wealth Advisors, LLC
Typical 50
198
4
6
RCPlanners logo RCPlanners
Typical 49
148
3
3
Nia Impact Capital logo Nia Impact Capital
Typical 49
147
3
9
You First Financial LLC logo You First Financial LLC
Typical 49
97
2
2
Personal Legacy Planners logo Personal Legacy Planners
Typical 48
145
3
3
MMG Wealth Management logo MMG Wealth Management
Typical 48
144
3
3
FirstMetric logo FirstMetric
Typical 48
48
1
1
Arbor Investment Management logo Arbor Investment Management
Typical 48
96
2
2
Strategic Advocates, LLC logo Strategic Advocates, LLC
Typical 47
141
3
3
CEF Advisors logo CEF Advisors
Typical 47
93
2
5
Alpha Asset Advisors LLC logo Alpha Asset Advisors LLC
Typical 46
46
1
4
MPI Wealth Management LLC logo MPI Wealth Management LLC
Typical 45
136
3
4
EverythingHR Financial Services LLC logo EverythingHR Financial Services LLC
Typical 45
90
2
2
LFN Advisors Inc. logo LFN Advisors Inc.
Typical 45
179
4
4
Dwp logo Dwp
Typical 45
134
3
6
Galaria Capital Management, LLC logo Galaria Capital Management, LLC
Typical 45
134
3
3
Sensenig Capital Advisors, Inc. logo Sensenig Capital Advisors, Inc.
Typical 45
134
3
6
RASP Wealth Solutions, LLC logo RASP Wealth Solutions, LLC
Typical 45
89
2
2
Aureum Wealth Management, LLC logo Aureum Wealth Management, LLC
Typical 45
89
2
4
Harvest Portfolio Management, LLC logo Harvest Portfolio Management, LLC
Typical 45
89
2
2
Financial Advisory Partners, LLC
Typical 44
133
3
3
Wittenberg Investments Inc. logo Wittenberg Investments Inc.
Typical 44
133
3
4
Dinergy logo Dinergy
Typical 44
88
2
4
Clear Ridge Wealth Management, LLC logo Clear Ridge Wealth Management, LLC
Typical 44
131
3
4
Integrity Wealth Advisors logo Integrity Wealth Advisors
Typical 43
130
3
3
Wiser Advisor Group logo Wiser Advisor Group
Typical 43
130
3
3
Retirement Systems LLC logo Retirement Systems LLC
Typical 43
172
4
5
17 Capital Partners, LLC logo 17 Capital Partners, LLC
Typical 43
128
3
7
Kestrel Wealth Management, LLC logo Kestrel Wealth Management, LLC
Typical 43
85
2
2
The Prosperity People logo The Prosperity People
Typical 42
169
4
6
My Financial Coach, LLC logo My Financial Coach, LLC
Typical 42
126
3
3
Steward Capital Management logo Steward Capital Management
Typical 42
42
1
5
Vanderpol Investments L.L.C. logo Vanderpol Investments L.L.C.
Typical 41
124
3
3
Hayes Wealth Advisors, LLC logo Hayes Wealth Advisors, LLC
Low 40
120
3
3
Sage Wealth Planning logo Sage Wealth Planning
Low 40
119
3
3
Somerville Associates logo Somerville Associates
Low 40
79
2
2
Sage Hill Capital logo Sage Hill Capital
Low 40
79
2
2
Savings Coach, LLC logo Savings Coach, LLC
Low 40
79
2
2
PMG Family Office, LLC logo PMG Family Office, LLC
Low 39
77
2
2
MD Wealth Management, LLC logo MD Wealth Management, LLC
Low 39
77
2
2
Datalign logo Datalign
Low 38
38
1
20
Silver Lake Advisory Partners, LLC logo Silver Lake Advisory Partners, LLC
Low 38
152
4
4
Barking Sands Capital logo Barking Sands Capital
Low 38
76
2
2
OnTrack Wealth Management logo OnTrack Wealth Management
Low 38
76
2
2
Equity Advisors of Kentucky Inc logo Equity Advisors of Kentucky Inc
Low 38
114
3
3
Paragon Retirement Planning, Inc. logo Paragon Retirement Planning, Inc.
Low 38
150
4
4
EFG Financial, LLC logo EFG Financial, LLC
Low 38
75
2
2
Emde Wealth Management LLC logo Emde Wealth Management LLC
Low 38
75
2
3
Lifepoint Planning logo Lifepoint Planning
Low 37
110
3
3
Objective Capital Management, LLC logo Objective Capital Management, LLC
Low 37
110
3
4
Copper Beech Wealth Management logo Copper Beech Wealth Management
Low 37
73
2
2
Horizons Planning Corporation logo Horizons Planning Corporation
Low 36
144
4
4
Rise Financial Partners logo Rise Financial Partners
Low 36
143
4
4
Tessara Wealth logo Tessara Wealth
Low 36
143
4
6
Red Spruce Capital, LLC logo Red Spruce Capital, LLC
Low 36
143
4
4
Evergreen Wealth Advisors logo Evergreen Wealth Advisors
Low 36
142
4
18
Brooktree Capital Management Inc. logo Brooktree Capital Management Inc.
Low 36
71
2
2
Hoskin Capital logo Hoskin Capital
Low 35
70
2
4
Thrive Retirement Specialists logo Thrive Retirement Specialists
Low 35
70
2
2
Integrated Planning & Wealth Management, LLC logo Integrated Planning & Wealth Management, LLC
Low 34
136
4
7
Lifetime Equity Investments LLC logo Lifetime Equity Investments LLC
Low 34
67
2
2
Rochester Wealth Strategies, LLC logo Rochester Wealth Strategies, LLC
Low 34
134
4
5
Quantum Wealth Strategies, LLC logo Quantum Wealth Strategies, LLC
Low 34
67
2
2
YES Wealth Management logo YES Wealth Management
Low 33
100
3
7
MeadowBrook Investment Advisors LLC logo MeadowBrook Investment Advisors LLC
Low 32
64
2
3
Branch Capital Management
Low 30
91
3
3
ACE Management logo ACE Management
Low 30
91
3
3
West Arbor Solutions, LLC logo West Arbor Solutions, LLC
Low 30
59
2
2
Motive Wealth Advisors, LLC logo Motive Wealth Advisors, LLC
Low 29
88
3
4
DeWitt Capital Management logo DeWitt Capital Management
Low 28
85
3
4
Integra Financial, Inc. logo Integra Financial, Inc.
Low 28
113
4
5
Prosperity Wealth Strategies LLC logo Prosperity Wealth Strategies LLC
Low 28
55
2
2
Plan & Act logo Plan & Act
Low 27
82
3
4
Paradigm Advisors, LLC logo Paradigm Advisors, LLC
Low 27
82
3
4
Prufid Financial Advisors LLC logo Prufid Financial Advisors LLC
Low 27
27
1
1
Exchange Street Capital logo Exchange Street Capital
Low 27
54
2
2
Thompson Capital Management, LLC logo Thompson Capital Management, LLC
Low 27
80
3
3
Walsh Advisors logo Walsh Advisors
Low 27
53
2
2
CIG Asset Management, Inc. logo CIG Asset Management, Inc.
Low 26
78
3
8
BHK Securities, LLC logo BHK Securities, LLC
Low 26
103
4
8
SG Wealth Managers LLC logo SG Wealth Managers LLC
Low 26
77
3
3
Ohlmann Investment Advisors LLC
Low 25
50
2
2
New Horizon Retirement Advisors logo New Horizon Retirement Advisors
Low 25
50
2
2
Docsa Capital Management, Inc. logo Docsa Capital Management, Inc.
Low 25
74
3
3
Z Advisory Innovations logo Z Advisory Innovations
Low 25
49
2
2
Wold Financial Group logo Wold Financial Group
Low 24
72
3
3
A & L Financial Services, LLC
Low 24
72
3
3
Mid Michigan Insurance and Financial Services LLC
Low 24
47
2
2
Kennon-Green & Co. logo Kennon-Green & Co.
Low 23
90
4
4
Fern Capital Inc. logo Fern Capital Inc.
Low 23
45
2
2
Think Wealth Management
Low 22
44
2
2
Stalt Financial, LLC logo Stalt Financial, LLC
Very Low 21
42
2
3
Viden Arbor Capital logo Viden Arbor Capital
Very Low 21
21
1
1
Windrock Wealth Management logo Windrock Wealth Management
Very Low 21
83
4
5
Safe Future Wealth Partners LLC logo Safe Future Wealth Partners LLC
Very Low 21
62
3
3
Autumn Financial Advisors, LLC logo Autumn Financial Advisors, LLC
Very Low 20
39
2
2
Team Covert, LLC
Very Low 19
38
2
2
Eagle Point Capital LLC logo Eagle Point Capital LLC
Very Low 19
56
3
3
Osprey Private Wealth LLC logo Osprey Private Wealth LLC
Very Low 19
56
3
6
NFI Advisors, Inc. logo NFI Advisors, Inc.
Very Low 18
36
2
3
Long Road Investment Counsel, LLC logo Long Road Investment Counsel, LLC
Very Low 17
34
2
2
Grand Street Capital Management, L.L.C. logo Grand Street Capital Management, L.L.C.
Very Low 16
31
2
2
Skyview Pinnacle logo Skyview Pinnacle
Very Low 15
45
3
3
Prospera Capital Management, LLC logo Prospera Capital Management, LLC
Very Low 15
44
3
3
Olson Consulting LLC logo Olson Consulting LLC
Very Low 14
28
2
3
Agile Wealth Partners logo Agile Wealth Partners
Very Low 13
40
3
3
Innovation Partners LLC logo Innovation Partners LLC
Very Low 13
26
2
305
HFG Advisors Inc. logo HFG Advisors Inc.
Very Low 13
25
2
5
Northpoint Financial
Very Low 13
25
2
4
10Elms LLP logo 10Elms LLP
Very Low 12
37
3
5
Law Office of Kevin Adams, PLLC logo Law Office of Kevin Adams, PLLC
Very Low 12
12
1
4
Church Organizers Foundation logo Church Organizers Foundation
Very Low 12
35
3
3
Kraft Capital logo Kraft Capital
Very Low 12
23
2
2
Pinnacle Investment Advisors, LLC logo Pinnacle Investment Advisors, LLC
Very Low 11
34
3
3
Nautica Asset Management LLC logo Nautica Asset Management LLC
Very Low 11
22
2
2
Witter & Westlake Investments logo Witter & Westlake Investments
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
Cbs Funding, Inc. logo Cbs Funding, Inc.
Very Low 11
32
3
3
Third Sigma Investment Advisors LLC logo Third Sigma Investment Advisors LLC
Very Low 11
42
4
4
Patterson Advisors logo Patterson Advisors
Very Low 10
20
2
2
AG Wealth Management, PLLC logo AG Wealth Management, PLLC
Very Low 9
18
2
2
GT Investment Management, LLC logo GT Investment Management, LLC
Very Low 9
35
4
4
Cunningham Investment Management, LLC logo Cunningham Investment Management, LLC
Very Low 9
26
3
4
Veridos Capital LLC
Very Low 8
15
2
6
Measured Strategies LLC logo Measured Strategies LLC
Very Low 7
13
2
2
Nubian Square Investment Advisors, LLC logo Nubian Square Investment Advisors, LLC
Very Low 7
26
4
5
Arrow Financial Group logo Arrow Financial Group
Very Low 6
25
4
4
Marketocracy Masters Capital Management LLC logo Marketocracy Masters Capital Management LLC
Very Low 6
18
3
7
MSP Investment Advisors, LLC
Very Low 5
10
2
3
INTI LLC
Very Low 5
10
2
3
Wittlin Advisory
Very Low 5
14
3
4
Middle Coast Investing LLC logo Middle Coast Investing LLC
Very Low 5
9
2
2
Wealthy Intentions
Very Low 4
7
2
2
Kidd Financial Planning, LLC. logo Kidd Financial Planning, LLC.
Very Low 3
10
3
4
Millennium Personal Finance, LLC logo Millennium Personal Finance, LLC
Very Low 3
6
2
2
JB Wealth Advisors LLC logo JB Wealth Advisors LLC
Very Low 3
3
1
3
Oikonomos Asset Management, LLC
Very Low 2
3
2
2
Zacks Intelligence LLC logo Zacks Intelligence LLC
Very Low 1
1
1
7
Trustee Empowerment & Protection, Inc. logo Trustee Empowerment & Protection, Inc.
Very Low 1
3
4
4
Rise Wealth Advisors, Inc. logo Rise Wealth Advisors, Inc.
Very Low 0
1
4
7
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