Clients per advisor for Supported firms serving clients in New Hampshire

In New Hampshire, supported financial advisor firms tend to serve a higher number of clients per advisor compared to the national median. With 620 firms in this category, the median client load per advisor is 71, notably above the national median of 47. This suggests that advisors in New Hampshire often operate with more scalable, process-driven models, potentially serving broader client bases while maintaining efficiency. For clients, this may mean that firms in the state lean toward structured service approaches rather than highly personalized, relationship-focused models, reflecting a balance between manageable workloads and the ability to accommodate more clients.

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
Diversified Resources, LLC logo Diversified Resources, LLC
Very High 640
640
1
6
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
Bradford Financial Services Corp logo Bradford Financial Services Corp
Very High 549
549
1
1
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
WJ Wealth Management logo WJ Wealth Management
Very High 454
907
2
6
Cooper Financial Services, Inc. logo Cooper Financial Services, Inc.
Very High 445
1,335
3
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
Smith Asset Management Co., LLC logo Smith Asset Management Co., LLC
Very High 383
765
2
7
Kensington Financial Group, Inc.
Very High 382
763
2
2
Costello Asset Management, Inc. logo Costello Asset Management, Inc.
Very High 356
356
1
3
GreenPortfolio Inc. logo GreenPortfolio Inc.
Very High 346
346
1
6
Financial Management Associates, LLC logo Financial Management Associates, LLC
Very High 343
343
1
3
Sector Analysts LLC logo Sector Analysts LLC
Very High 339
677
2
4
Lonestar Registered Investment Advisors, PLLC logo Lonestar Registered Investment Advisors, PLLC
Very High 326
978
3
9
McAlvany Wealth Management, LLC logo McAlvany Wealth Management, LLC
Very High 325
650
2
5
The Dowling Group Wealth Management logo The Dowling Group Wealth Management
Very High 321
321
1
3
Rochester Financial Services logo Rochester Financial Services
Very High 320
320
1
1
Saybrook Wealth Group, Inc. logo Saybrook Wealth Group, Inc.
Very High 316
316
1
2
Elevation Capital Advisory logo Elevation Capital Advisory
Very High 316
631
2
8
Tower Wealth Partners logo Tower Wealth Partners
Very High 307
920
3
9
Fisher & Wiens Wealth Management, LLC logo Fisher & Wiens Wealth Management, LLC
Very High 300
300
1
1
S&A Financial Services, Inc. logo S&A Financial Services, Inc.
Very High 290
1,160
4
7
Ironwood Investment Management, LLC logo Ironwood Investment Management, LLC
Very High 288
288
1
8
The Capital Group Fiduciary Advisors, LLC logo The Capital Group Fiduciary Advisors, LLC
Very High 283
283
1
3
Portfolio Wealth Advisors logo Portfolio Wealth Advisors
Very High 283
283
1
3
Successful Money Strategies Inc logo Successful Money Strategies Inc
Very High 273
273
1
3
Genesee Capital Advisors, LLC logo Genesee Capital Advisors, LLC
Very High 272
544
2
4
Lenk Ladner Investment Solutions LLC logo Lenk Ladner Investment Solutions LLC
Very High 270
270
1
3
CMG Capital Management Group, Inc. logo CMG Capital Management Group, Inc.
Very High 268
536
2
10
Retirement Planning Group, LLC logo Retirement Planning Group, LLC
Very High 261
1,043
4
8
NBW Capital LLC logo NBW Capital LLC
Very High 252
0
1
3
Socha Financial Group, LLC logo Socha Financial Group, LLC
Very High 245
734
3
6
Hammond Iles Wealth Advisors logo Hammond Iles Wealth Advisors
Very High 243
971
4
7
Bucket List Wealth Management, LLC logo Bucket List Wealth Management, LLC
Very High 240
480
2
2
Werner Financial logo Werner Financial
Very High 236
472
2
5
Rothwell Investment Advisors logo Rothwell Investment Advisors
Very High 236
707
3
5
Capital Wealth Investments logo Capital Wealth Investments
Very High 235
469
2
3
Maxele Advisors, LLC logo Maxele Advisors, LLC
Very High 234
234
1
3
HF Advisory Group, LLC logo HF Advisory Group, LLC
Very High 230
460
2
6
Tax & Investment Advisors logo Tax & Investment Advisors
Very High 228
228
1
3
Kiker Wealth Management, LLC logo Kiker Wealth Management, LLC
Very High 224
894
4
9
Joseph P. Lucia & Associates, LLC logo Joseph P. Lucia & Associates, LLC
Very High 221
662
3
5
Camelot Portfolios, LLC logo Camelot Portfolios, LLC
Very High 221
662
3
7
Hepworth Equity Partners, LLC logo Hepworth Equity Partners, LLC
Very High 211
421
2
2
Summit Planning Group, Inc. logo Summit Planning Group, Inc.
Very High 210
210
1
4
Owen LaRue Financial Group logo Owen LaRue Financial Group
Very High 210
840
4
7
Milagre Wealth Management, Inc. logo Milagre Wealth Management, Inc.
Very High 207
414
2
4
Markin Asset Management, LP logo Markin Asset Management, LP
Very High 206
412
2
3
Cornerstone Alternatives logo Cornerstone Alternatives
Very High 205
410
2
6
Bishop & Company Investment Management, LLC logo Bishop & Company Investment Management, LLC
Very High 204
204
1
3
Kirtland Financial Management, Inc. logo Kirtland Financial Management, Inc.
Very High 201
201
1
3
Axiom Investment Management LLC
Very High 201
201
1
10
Graney & King, LLC logo Graney & King, LLC
Very High 198
791
4
4
Schuchard Capital Management Inc
Very High 195
195
1
2
Farrow Financial Inc logo Farrow Financial Inc
Very High 194
194
1
4
Leicht Financial Planning and Wealth Management logo Leicht Financial Planning and Wealth Management
Very High 194
194
1
5
Mueller Wealth logo Mueller Wealth
Very High 194
388
2
5
Graystone Partners Wealth Management, LLC logo Graystone Partners Wealth Management, LLC
Very High 194
581
3
5
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
Financial Concepts Unlimited, Inc. logo Financial Concepts Unlimited, Inc.
Very High 191
191
1
3
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
The Retirement Planning Company of New England, Inc. logo The Retirement Planning Company of New England, Inc.
Very High 188
565
3
4
Bountiful Investment Management LLC logo Bountiful Investment Management LLC
Very High 187
560
3
3
Valpey Financial Services LLC logo Valpey Financial Services LLC
Very High 186
186
1
4
Crescent Hill Partners LLC
Very High 183
183
1
1
Plum Pointe Wealth Management
Very High 183
183
1
3
Bard Associates Inc logo Bard Associates Inc
Very High 180
180
1
10
January Capital Advisors LLC logo January Capital Advisors LLC
Very High 180
180
1
4
Wealth Forward, LLC logo Wealth Forward, LLC
Very High 178
355
2
2
Evergreen Wealth Partners LLC logo Evergreen Wealth Partners LLC
Very High 177
708
4
9
Read & Powell Financial Services, LLC logo Read & Powell Financial Services, LLC
Very High 176
529
3
3
Abound Financial logo Abound Financial
Very High 175
525
3
3
Antoine Williams & Associates Wealth Management, LLC logo Antoine Williams & Associates Wealth Management, LLC
Very High 175
349
2
3
Cutter Financial Group LLC logo Cutter Financial Group LLC
Very High 173
520
3
6
Kraematon Investment Advisors, Inc. logo Kraematon Investment Advisors, Inc.
Very High 173
173
1
2
APEX Investment Group logo APEX Investment Group
Very High 173
519
3
6
Hall Capital Management Company, Inc. logo Hall Capital Management Company, Inc.
Very High 173
519
3
9
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
FSC Wealth Advisors, LLC logo FSC Wealth Advisors, LLC
Very High 172
686
4
5
Straight Forward Wealth Management, LLC logo Straight Forward Wealth Management, LLC
Very High 170
339
2
2
Wadsworth & Daulaire Financial Planners logo Wadsworth & Daulaire Financial Planners
Very High 167
500
3
3
Sterling Capital Management Inc
Very High 167
333
2
3
Legacy Wealth Management Inc. logo Legacy Wealth Management Inc.
Very High 166
665
4
10
Pacific Capital Associates logo Pacific Capital Associates
Very High 166
497
3
6
Lakeshore Financial Planning Inc. logo Lakeshore Financial Planning Inc.
Very High 164
491
3
5
Massachusetts Wealth Management, LLC logo Massachusetts Wealth Management, LLC
Very High 162
324
2
3
Brendel Financial Advisors LLC logo Brendel Financial Advisors LLC
Very High 161
321
2
4
Kleinfelder Capital, Inc. logo Kleinfelder Capital, Inc.
Very High 160
481
3
5
SharpePoint, LLC logo SharpePoint, LLC
Very High 160
479
3
5
RheeCo, Inc. logo RheeCo, Inc.
Very High 159
318
2
4
Moulton Wealth Management, Inc logo Moulton Wealth Management, Inc
Very High 159
477
3
5
Sherpa Capital Management
Very High 158
158
1
3
Broadway Advisor Group logo Broadway Advisor Group
Very High 158
315
2
4
Olde Wealth Management, LLC logo Olde Wealth Management, LLC
Very High 157
313
2
3
Cosner Financial Group, LLC logo Cosner Financial Group, LLC
Very High 154
614
4
5
Stage 2 Planning Partners LLC logo Stage 2 Planning Partners LLC
Very High 153
306
2
2
Pinnacle Wealth Management, LLC logo Pinnacle Wealth Management, LLC
Very High 153
458
3
5
Craig Duvarney, Cfp logo Craig Duvarney, Cfp
Very High 152
152
1
1
Morgan Dempsey Capital Management LLC logo Morgan Dempsey Capital Management LLC
Very High 151
454
3
6
Sippican Capital Advisors logo Sippican Capital Advisors
Very High 150
150
1
5
Timmons Wealth Management logo Timmons Wealth Management
Very High 150
150
1
3
Flagship Private Wealth logo Flagship Private Wealth
Very High 149
597
4
4
Atlas Wealth Partners LLC logo Atlas Wealth Partners LLC
Very High 149
297
2
3
Arrian Investments, Inc. logo Arrian Investments, Inc.
Very High 147
442
3
5
Kanani Advisory Group Inc. logo Kanani Advisory Group Inc.
Very High 147
589
4
8
Portland Private Wealth Management, Inc. logo Portland Private Wealth Management, Inc.
Very High 146
439
3
5
Thames Financial Management logo Thames Financial Management
Very High 146
292
2
2
Grove Street Fiduciary, LLC logo Grove Street Fiduciary, LLC
Very High 146
292
2
4
Five Corners Financial Services logo Five Corners Financial Services
Very High 145
290
2
3
Stirling Financial Group logo Stirling Financial Group
Very High 144
288
2
2
Candace Shira Associates, LLC logo Candace Shira Associates, LLC
Very High 144
431
3
4
Avail Investment Partners, LLC logo Avail Investment Partners, LLC
Very High 143
143
1
8
Needham Advisory Corporation logo Needham Advisory Corporation
Very High 143
143
1
5
Mariaca Wealth Management, LLC logo Mariaca Wealth Management, LLC
Very High 143
285
2
6
Callahan Wealth Advisory logo Callahan Wealth Advisory
Very High 143
285
2
4
BIG Investment Services logo BIG Investment Services
Very High 142
569
4
8
Eliot Rose Wealth Management, LLC logo Eliot Rose Wealth Management, LLC
Very High 141
141
1
4
Summit Wealth Group, LLC logo Summit Wealth Group, LLC
Very High 141
282
2
8
Hergenroeder Financial Advisors, Inc. logo Hergenroeder Financial Advisors, Inc.
Very High 140
421
3
6
Snavely Associates Financial Services logo Snavely Associates Financial Services
Very High 140
279
2
2
Gilbert Capital Group logo Gilbert Capital Group
Very High 139
139
1
3
Brisbois Capital Management LLC logo Brisbois Capital Management LLC
Very High 138
138
1
5
AJ Advisors logo AJ Advisors
Very High 138
414
3
5
Great River Financial logo Great River Financial
Very High 136
136
1
4
LDN Wealth, LLC logo LDN Wealth, LLC
Very High 136
271
2
5
Financial Solutions Associates logo Financial Solutions Associates
Very High 135
270
2
2
Agemy Wealth Advisors, LLC logo Agemy Wealth Advisors, LLC
Very High 135
404
3
6
Landmark Wealth Advisors, LLC logo Landmark Wealth Advisors, LLC
Very High 133
266
2
2
Kennedy Wealth & Tax Management, LLC logo Kennedy Wealth & Tax Management, LLC
Very High 133
133
1
4
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
Strategic Planning Group, Inc. logo Strategic Planning Group, Inc.
Very High 133
265
2
3
Secure Planning, LLC logo Secure Planning, LLC
Very High 132
529
4
5
Capital Design Private Wealth LLC logo Capital Design Private Wealth LLC
Very High 132
264
2
2
Godfrey Financial Associates, Inc. logo Godfrey Financial Associates, Inc.
Very High 132
395
3
3
Dorman Financial Management, P.A. logo Dorman Financial Management, P.A.
Very High 131
262
2
2
The Pines Wealth Management, LLC logo The Pines Wealth Management, LLC
Very High 131
262
2
4
Jericho Financial logo Jericho Financial
Very High 130
390
3
3
RM Financial Services, LLC logo RM Financial Services, LLC
Very High 130
390
3
4
Steinberganna Wealth Management LLC logo Steinberganna Wealth Management LLC
Very High 130
259
2
3
Tate Private Wealth Advisers logo Tate Private Wealth Advisers
Very High 128
128
1
4
Alcyon Wealth Partners logo Alcyon Wealth Partners
Very High 128
383
3
5
Lighthouse Capital, LLC logo Lighthouse Capital, LLC
Very High 127
127
1
3
Kapstone Financial Advisors LLC logo Kapstone Financial Advisors LLC
Very High 127
508
4
5
Bennington Financial Planning Group
Very High 125
376
3
3
Physician Family Financial Advisors Inc logo Physician Family Financial Advisors Inc
Very High 125
376
3
4
Taylor Financial Group, Inc. logo Taylor Financial Group, Inc.
Very High 125
498
4
6
Glenwood Investment Group, LLC logo Glenwood Investment Group, LLC
Very High 123
370
3
4
Factor Investing Group logo Factor Investing Group
Very High 123
491
4
6
Murphy Wealth Management Group logo Murphy Wealth Management Group
Very High 122
367
3
6
Investment Managers Group, LLC logo Investment Managers Group, LLC
Very High 122
244
2
2
True North Retirement Advisors, LLC logo True North Retirement Advisors, LLC
Very High 122
365
3
7
Florin Pensions LLC logo Florin Pensions LLC
Very High 121
485
4
5
Leap Wealth Management logo Leap Wealth Management
Very High 121
363
3
5
Pursuit Wealth Strategies, LLC logo Pursuit Wealth Strategies, LLC
Very High 121
483
4
7
Warnke/Nichols Ltd. logo Warnke/Nichols Ltd.
Very High 121
241
2
2
Cape Ann Capital, Inc. logo Cape Ann Capital, Inc.
Very High 120
240
2
2
Roxbury Financial logo Roxbury Financial
Very High 120
239
2
3
The David J. Yvars Group Inc. logo The David J. Yvars Group Inc.
Very High 119
476
4
6
Warther Private Wealth logo Warther Private Wealth
Very High 119
237
2
9
Howard Wealth Management, LLC
Very High 119
237
2
2
Asset Strategy Retirement Plan Consultants, LLC logo Asset Strategy Retirement Plan Consultants, LLC
Very High 119
237
2
5
Carbahal Olsen Financial Services Group LLC logo Carbahal Olsen Financial Services Group LLC
Very High 119
237
2
3
Tonge Investments logo Tonge Investments
Very High 118
236
2
2
Aim Capital logo Aim Capital
Very High 118
236
2
2
Private Financial Counseling
Very High 118
236
2
10
Oaktrust Wealth Advisors, LLC logo Oaktrust Wealth Advisors, LLC
Very High 118
236
2
3
SkyOak Capital, Inc. logo SkyOak Capital, Inc.
Very High 118
236
2
5
WPM Wealth Advisors LLC logo WPM Wealth Advisors LLC
Very High 118
353
3
3
Gallagher Wealth Management logo Gallagher Wealth Management
Very High 117
117
1
4
Slocum, Gordon & Co. LLP logo Slocum, Gordon & Co. LLP
Very High 117
117
1
5
Milne Financial Planning, Inc. logo Milne Financial Planning, Inc.
Very High 116
116
1
3
Capital Wealth Alliance, LLC logo Capital Wealth Alliance, LLC
Very High 116
348
3
5
Kahn Brothers Advisors LLC logo Kahn Brothers Advisors LLC
Very High 114
342
3
6
Sun Group Wealth Partners LLC logo Sun Group Wealth Partners LLC
Very High 114
341
3
7
Carnegie Wealth Management, LLC logo Carnegie Wealth Management, LLC
Very High 113
226
2
6
Broadlake Financial Management logo Broadlake Financial Management
Very High 113
451
4
5
Weybosset Research & Management, LLC logo Weybosset Research & Management, LLC
Very High 112
224
2
3
Sawyer & Co Inc logo Sawyer & Co Inc
Very High 112
223
2
4
Turner Capital Investments, LLC logo Turner Capital Investments, LLC
Very High 111
333
3
4
Tranquilli Financial Advisor, LLC logo Tranquilli Financial Advisor, LLC
Very High 111
221
2
2
Chronos Wealth Management, L.L.C. logo Chronos Wealth Management, L.L.C.
Very High 111
221
2
3
Bentham Wealth Advisors logo Bentham Wealth Advisors
Very High 109
218
2
2
Private Client Group Asset Management logo Private Client Group Asset Management
Very High 109
109
1
5
Sara-Bay Financial Corp. logo Sara-Bay Financial Corp.
Very High 108
324
3
5
Trueblood Wealth Management, LLC logo Trueblood Wealth Management, LLC
Very High 108
323
3
3
American Retirement & Investment Strategies, LLC logo American Retirement & Investment Strategies, LLC
Very High 108
215
2
2
Heritage Wealth Management logo Heritage Wealth Management
Very High 108
215
2
2
Saperston Legacy Advisors, Inc. logo Saperston Legacy Advisors, Inc.
Very High 107
429
4
5
Fifr logo Fifr
Very High 107
214
2
2
Advisory Resource Group, LLC logo Advisory Resource Group, LLC
Very High 107
320
3
4
Ouellette Wealth Advisory LLC logo Ouellette Wealth Advisory LLC
Very High 107
213
2
7
Finer Wealth Management, Inc. logo Finer Wealth Management, Inc.
Very High 107
213
2
7
Wealth Pro Advisors, Inc. logo Wealth Pro Advisors, Inc.
Very High 106
212
2
6
Strategic Wealth Partners LLC logo Strategic Wealth Partners LLC
Very High 106
212
2
4
Pelkonen and Associates LLC logo Pelkonen and Associates LLC
Very High 106
317
3
4
Ulland Investment Advisors, LLC logo Ulland Investment Advisors, LLC
Very High 106
211
2
5
Lumbard & Kellner, LLC logo Lumbard & Kellner, LLC
Very High 105
316
3
4
Proctor Financial logo Proctor Financial
High 105
210
2
5
Hickory Wealth Management, LLC
High 105
209
2
4
Bouvel Investment Partners, LLC logo Bouvel Investment Partners, LLC
High 103
206
2
4
Sage Investment Advisers LLC logo Sage Investment Advisers LLC
High 102
307
3
5
Logan Park Wealth Management logo Logan Park Wealth Management
High 102
408
4
6
SFI Advisors, LLC logo SFI Advisors, LLC
High 101
304
3
12
Dickmeyer Boyce Financial Management, Inc logo Dickmeyer Boyce Financial Management, Inc
High 101
402
4
8
Law & Associates Inc logo Law & Associates Inc
High 99
297
3
6
Bay Harbor Wealth Management, LLC logo Bay Harbor Wealth Management, LLC
High 99
396
4
6
Income Focus Portfolio Management logo Income Focus Portfolio Management
High 99
296
3
3
Ruggiero Investments logo Ruggiero Investments
High 98
392
4
5
Bartley Financial Advisors, LLC logo Bartley Financial Advisors, LLC
High 98
98
1
5
Eagle Financial Strategies logo Eagle Financial Strategies
High 98
294
3
6
Athena Investment Management
High 97
97
1
5
The Ivy League Advisory Group, LLC logo The Ivy League Advisory Group, LLC
High 97
194
2
2
VCP Financial LLC logo VCP Financial LLC
High 96
385
4
5
Birch Financial Group logo Birch Financial Group
High 96
192
2
2
Hippocratic Financial Advisors logo Hippocratic Financial Advisors
High 96
382
4
29
Perennial Advisors Group, LLC logo Perennial Advisors Group, LLC
High 96
191
2
4
Ferguson-Johnson Wealth Management, Inc. logo Ferguson-Johnson Wealth Management, Inc.
High 95
190
2
4
Waterstone Financial Advisory LLC logo Waterstone Financial Advisory LLC
High 95
285
3
5
Blue Point Financial, Inc. logo Blue Point Financial, Inc.
High 94
187
2
3
MKT Advisors LLC logo MKT Advisors LLC
High 94
374
4
6
Global Financial Advisory Services, Inc. logo Global Financial Advisory Services, Inc.
High 93
280
3
3
Integrity Wealth Solutions LLC logo Integrity Wealth Solutions LLC
High 93
186
2
2
Sarver Vrooman Wealth Advisors LLC logo Sarver Vrooman Wealth Advisors LLC
High 93
371
4
5
Korving & Company LLC
High 93
278
3
3
Applewhite & Buys Financial Advisors logo Applewhite & Buys Financial Advisors
High 93
185
2
2
Aurora Investment Managers, LLC logo Aurora Investment Managers, LLC
High 93
185
2
4
Magnolia Financial Planning Services, Inc.
High 92
276
3
4
St. Nicholas Private Asset Management, Inc.
High 92
92
1
3
Beacon Capital Advisory Group logo Beacon Capital Advisory Group
High 92
184
2
4
U.S. Boston Capital Corporation logo U.S. Boston Capital Corporation
High 92
92
1
5
Prato Capital Management logo Prato Capital Management
High 91
273
3
4
Cohesion Wealth Management, LLC logo Cohesion Wealth Management, LLC
High 91
364
4
5
Fenway Financial Advisors, LLC logo Fenway Financial Advisors, LLC
High 91
91
1
2
Auour Investments LLC logo Auour Investments LLC
High 91
363
4
7
TJT Capital Group, LLC logo TJT Capital Group, LLC
High 91
181
2
4
MWA Asset Management logo MWA Asset Management
High 90
180
2
2
Omc Financial Services Ltd logo Omc Financial Services Ltd
High 90
269
3
7
Snider Advisors logo Snider Advisors
High 89
357
4
4
Sequoia Wealth Management Group logo Sequoia Wealth Management Group
High 89
89
1
3
Novus Advisors logo Novus Advisors
High 89
267
3
5
Invested Advisors logo Invested Advisors
High 89
266
3
5
Meridian Financial, LLC logo Meridian Financial, LLC
High 89
177
2
5
Nerad + Deppe Wealth Management logo Nerad + Deppe Wealth Management
High 89
177
2
2
Lincoln Capital Corporation logo Lincoln Capital Corporation
High 88
265
3
6
Forteris Wealth Management, Inc. logo Forteris Wealth Management, Inc.
High 88
175
2
3
The Clifford Group LLC logo The Clifford Group LLC
High 87
261
3
6
TradeWinds Wealth Management logo TradeWinds Wealth Management
High 87
260
3
4
Opulen Financial Group, LLC logo Opulen Financial Group, LLC
High 86
172
2
2
NorthLanding Financial Partners, LLC logo NorthLanding Financial Partners, LLC
High 86
172
2
2
M3 Advisory Group, LLC logo M3 Advisory Group, LLC
High 85
341
4
5
Guerra Pan Advisors, LLC logo Guerra Pan Advisors, LLC
High 85
85
1
2
Corrado Advisors, LLC logo Corrado Advisors, LLC
High 84
337
4
9
ECON Wealth Management logo ECON Wealth Management
High 84
337
4
7
Exchange Place Advisors, LLC
High 83
248
3
3
Runey & Associates Wealth Management logo Runey & Associates Wealth Management
High 83
165
2
3
Merrimack Valley Financial Advisors, Inc.
High 82
246
3
3
GEN Financial Management Inc. logo GEN Financial Management Inc.
High 82
246
3
3
BridgeLight Financial Advisors, Inc logo BridgeLight Financial Advisors, Inc
High 82
246
3
3
High Pines Wealth Management LLC logo High Pines Wealth Management LLC
High 82
163
2
5
WMGNA logo WMGNA
High 82
326
4
9
Prosperity Advisory Group LLC logo Prosperity Advisory Group LLC
High 81
244
3
5
Investable logo Investable
High 81
81
1
4
Code Waechter LLC logo Code Waechter LLC
High 81
322
4
9
New England Schooner, Inc. logo New England Schooner, Inc.
High 80
320
4
4
American Wealth Protection Financial, LLC logo American Wealth Protection Financial, LLC
High 80
159
2
2
Hurley Capital, LLC logo Hurley Capital, LLC
High 79
158
2
4
Main Line Retirement Advisors, LLC logo Main Line Retirement Advisors, LLC
High 79
158
2
3
Cohen Investment Advisors, LLC logo Cohen Investment Advisors, LLC
High 79
237
3
7
NestEgg Advisors, Inc. logo NestEgg Advisors, Inc.
High 79
237
3
5
Dynamic Trading Management, LLC.
High 79
79
1
3
Three Bearings Fiduciary Advisors, Inc. logo Three Bearings Fiduciary Advisors, Inc.
High 79
157
2
4
IQVestment, LLC logo IQVestment, LLC
High 78
235
3
5
Rightwealth Advisors, LLC logo Rightwealth Advisors, LLC
High 78
234
3
4
Inman Financial Services, Inc. logo Inman Financial Services, Inc.
High 78
234
3
5
Atlantic Wealth Partners, LLC logo Atlantic Wealth Partners, LLC
High 77
307
4
4
Tealwood Asset Management logo Tealwood Asset Management
High 77
230
3
7
Bontempo Ohly Capital Management, LLC
High 77
153
2
6
Davidson Wealth Management LLC logo Davidson Wealth Management LLC
High 76
228
3
5
Twinleaf Financial Advisors logo Twinleaf Financial Advisors
High 76
76
1
3
Forness Financial LLC logo Forness Financial LLC
High 76
227
3
3
Grand Central Investment Group, LLC logo Grand Central Investment Group, LLC
High 76
227
3
5
The William Allan Corporation logo The William Allan Corporation
High 75
226
3
12
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
Pavion Blue Capital, LLC logo Pavion Blue Capital, LLC
High 75
150
2
4
Keystone Financial Services logo Keystone Financial Services
High 75
298
4
4
Topel & Distasi Wealth Management, LLC logo Topel & Distasi Wealth Management, LLC
High 74
223
3
3
Copperleaf Capital, LLC logo Copperleaf Capital, LLC
High 74
297
4
7
Storms & Rowdon Financial Services, Inc. logo Storms & Rowdon Financial Services, Inc.
High 74
222
3
4
Marathon Mission, Inc. logo Marathon Mission, Inc.
High 74
222
3
3
Torrey Growth & Income Advisors, LLC logo Torrey Growth & Income Advisors, LLC
High 73
293
4
5
Dunham Lane Capital Partners LLC logo Dunham Lane Capital Partners LLC
High 73
146
2
2
Malaga Cove Capital, LLC logo Malaga Cove Capital, LLC
High 73
218
3
4
Aventus Investment Advisors, Inc. logo Aventus Investment Advisors, Inc.
High 73
145
2
3
Sightline Wealth Advisors, LLC logo Sightline Wealth Advisors, LLC
High 73
290
4
5
Russell Capital Management, LLC logo Russell Capital Management, LLC
High 72
289
4
4
Ares Financial Consulting LLC logo Ares Financial Consulting LLC
High 72
289
4
5
Salem Advisory Group LLC logo Salem Advisory Group LLC
High 72
288
4
4
Legend Financial Advisors Inc logo Legend Financial Advisors Inc
High 72
215
3
11
Investable Wealth, LLC logo Investable Wealth, LLC
High 72
143
2
2
Stewardship Partners Investment Counsel, Inc. logo Stewardship Partners Investment Counsel, Inc.
High 71
142
2
4
Cedar Spring Advisors, LLC logo Cedar Spring Advisors, LLC
High 71
284
4
4
Marks Wealth Management logo Marks Wealth Management
High 71
283
4
5
Frank Financial Advisors logo Frank Financial Advisors
High 70
140
2
2
Luminvest Wealth Management LLC logo Luminvest Wealth Management LLC
High 70
140
2
5
Palatine Hill Wealth Management logo Palatine Hill Wealth Management
High 70
279
4
5
Relevance Capital Management logo Relevance Capital Management
High 70
279
4
5
Tableaux Wealth logo Tableaux Wealth
High 70
209
3
6
Financial Independence, LLC logo Financial Independence, LLC
High 70
278
4
7
Peak Wealth Management LLC logo Peak Wealth Management LLC
High 69
208
3
3
Fairfield Financial Advisors logo Fairfield Financial Advisors
High 69
138
2
4
Conscious Capital Wealth Management, LLC logo Conscious Capital Wealth Management, LLC
High 69
207
3
5
Polaris Investment Advisors, LLC logo Polaris Investment Advisors, LLC
High 69
138
2
4
Granite Value Capital, LLC logo Granite Value Capital, LLC
High 69
69
1
3
First Wilshire Securities Management, Inc. logo First Wilshire Securities Management, Inc.
High 69
275
4
9
WJ Financial Advisors, LLC logo WJ Financial Advisors, LLC
High 68
272
4
4
Elmwood Wealth Management logo Elmwood Wealth Management
High 68
204
3
6
Financial Asset Management Corp logo Financial Asset Management Corp
High 68
204
3
3
RossJohnson & Associates, LLC logo RossJohnson & Associates, LLC
High 68
272
4
4
Haddonfield Financial Planning LLC logo Haddonfield Financial Planning LLC
High 68
203
3
3
Quarry Hill Advisors logo Quarry Hill Advisors
High 68
203
3
5
J.R. Prunier Capital Management LLC logo J.R. Prunier Capital Management LLC
High 68
135
2
3
Cottage Street Advisors logo Cottage Street Advisors
High 68
135
2
4
TandemGrowth Financial Advisors, LLC logo TandemGrowth Financial Advisors, LLC
High 67
202
3
4
Odiorne Point Asset Management, LLC logo Odiorne Point Asset Management, LLC
High 67
202
3
3
Abbot Financial Management, Inc. logo Abbot Financial Management, Inc.
High 67
202
3
4
TL Private Wealth logo TL Private Wealth
High 67
269
4
4
Dumaine Investments LLC logo Dumaine Investments LLC
High 67
133
2
4
Marin Bay Wealth Advisors, LLC
High 67
133
2
2
Cote Financial Management logo Cote Financial Management
High 66
132
2
3
Montcalm TCR LLC logo Montcalm TCR LLC
High 66
132
2
4
Darden Wealth Group logo Darden Wealth Group
High 66
264
4
5
Briggs Wealth Management, Inc. logo Briggs Wealth Management, Inc.
High 66
132
2
6
Asset Planning Corporation logo Asset Planning Corporation
High 66
132
2
5
Lake Road Advisors, LLC logo Lake Road Advisors, LLC
High 66
132
2
2
TSW Wealth Management logo TSW Wealth Management
High 66
132
2
5
Fithian LLC logo Fithian LLC
High 66
66
1
6
Robbins Farley LLC logo Robbins Farley LLC
High 66
263
4
5
Silverberg Bernstein Capital Management
High 66
131
2
3
Nefpg logo Nefpg
High 65
196
3
6
Williams Financial, LLC logo Williams Financial, LLC
High 65
261
4
7
Altura Wealth Advisors logo Altura Wealth Advisors
High 65
261
4
6
Grange Capital, LLC logo Grange Capital, LLC
High 65
259
4
6
Agilis Investment Management LLC logo Agilis Investment Management LLC
High 65
194
3
4
Richardson Financial Services logo Richardson Financial Services
High 64
192
3
6
Barron Financial Group, LLP logo Barron Financial Group, LLP
High 64
192
3
3
Tandem Investment Partners, LLC logo Tandem Investment Partners, LLC
High 64
191
3
4
Flying Point Financial, Inc. logo Flying Point Financial, Inc.
High 64
191
3
4
Carlin Wealth Management Group, LLC logo Carlin Wealth Management Group, LLC
Typical 63
189
3
4
Retirement Wealth Solutions LLC logo Retirement Wealth Solutions LLC
Typical 63
188
3
4
Infinity Wealth Counsel, LLC logo Infinity Wealth Counsel, LLC
Typical 63
125
2
4
Fullcircle Wealth LLC logo Fullcircle Wealth LLC
Typical 62
187
3
3
The Nestegg Group, Inc. logo The Nestegg Group, Inc.
Typical 62
187
3
3
Abundant Wealth Management LLC logo Abundant Wealth Management LLC
Typical 62
187
3
4
Halbert Wealth Management, Inc logo Halbert Wealth Management, Inc
Typical 62
249
4
5
Hillcrest Wealth Advisors - NY, LLC logo Hillcrest Wealth Advisors - NY, LLC
Typical 62
62
1
2
Davis, Davis and Conover Wealth Management, LLC logo Davis, Davis and Conover Wealth Management, LLC
Typical 62
186
3
3
Mount Vernon Associates Inc logo Mount Vernon Associates Inc
Typical 62
62
1
3
Cutler Capital Management logo Cutler Capital Management
Typical 62
124
2
9
SFM, LLC logo SFM, LLC
Typical 62
247
4
6
Banyan Global Investment Advisors, LLC logo Banyan Global Investment Advisors, LLC
Typical 62
123
2
4
Lowery Thomas, LLC logo Lowery Thomas, LLC
Typical 61
184
3
6
Good Harbor Advisors, Inc. logo Good Harbor Advisors, Inc.
Typical 61
245
4
4
Oak Financial Group Inc logo Oak Financial Group Inc
Typical 61
122
2
4
Cannon Beach Financial Advisors logo Cannon Beach Financial Advisors
Typical 61
122
2
2
Crossgate Wealth Advisors, LLC logo Crossgate Wealth Advisors, LLC
Typical 61
183
3
6
4J Wealth Management, LLC logo 4J Wealth Management, LLC
Typical 61
243
4
4
Amherst Financial Group, LLC logo Amherst Financial Group, LLC
Typical 61
182
3
3
Southport Station Financial Management, LLC logo Southport Station Financial Management, LLC
Typical 61
182
3
3
Oak Wealth Advisors LLC logo Oak Wealth Advisors LLC
Typical 61
182
3
7
Sullivan Financial, LLC logo Sullivan Financial, LLC
Typical 61
121
2
4
Constitution Investment Advisory and Portfolio Management logo Constitution Investment Advisory and Portfolio Management
Typical 60
180
3
6
Mullaney Keating & Wright Inc logo Mullaney Keating & Wright Inc
Typical 60
180
3
3
Washburn Capital Management Inc. logo Washburn Capital Management Inc.
Typical 60
180
3
3
Andrew Hill Investment Advisors, Inc. logo Andrew Hill Investment Advisors, Inc.
Typical 60
240
4
4
Peak Financial Advisors logo Peak Financial Advisors
Typical 60
120
2
3
1620 Investment Advisors, Inc. logo 1620 Investment Advisors, Inc.
Typical 60
239
4
6
Estate Planners of New England, LLC logo Estate Planners of New England, LLC
Typical 60
119
2
2
Clark & Stuart Inc logo Clark & Stuart Inc
Typical 59
178
3
4
Longview Financial Advisors, LLC logo Longview Financial Advisors, LLC
Typical 59
118
2
2
Fairscale Capital, LLC logo Fairscale Capital, LLC
Typical 59
177
3
3
Righthand Capital, LLC logo Righthand Capital, LLC
Typical 59
118
2
3
Maine Advisory Associates logo Maine Advisory Associates
Typical 59
176
3
3
Gallugi Wealth Management, LLC
Typical 59
117
2
2
VaMa Oak Wealth, LLC logo VaMa Oak Wealth, LLC
Typical 59
117
2
2
McCarter Private Wealth Services LLC logo McCarter Private Wealth Services LLC
Typical 59
117
2
6
Integrity Investment Advisors logo Integrity Investment Advisors
Typical 59
117
2
4
Lighthouse Financial, LLC logo Lighthouse Financial, LLC
Typical 58
116
2
3
Brilliant Advice, LLC logo Brilliant Advice, LLC
Typical 58
116
2
2
Miller Wealth Advisors, LLC logo Miller Wealth Advisors, LLC
Typical 58
116
2
2
IRON Financial LLC logo IRON Financial LLC
Typical 58
232
4
10
YFP Wealth logo YFP Wealth
Typical 58
230
4
7
Poulos Advisors, Inc. logo Poulos Advisors, Inc.
Typical 58
115
2
3
New England Research & Management, Inc. logo New England Research & Management, Inc.
Typical 57
172
3
4
Apex Wealth Management, LLC logo Apex Wealth Management, LLC
Typical 57
114
2
2
Infiniti Wealth Management logo Infiniti Wealth Management
Typical 57
171
3
5
Silver Pine Capital, LLC logo Silver Pine Capital, LLC
Typical 56
169
3
3
Macroview Investment Management LLC logo Macroview Investment Management LLC
Typical 56
225
4
5
Hwa Financial Group logo Hwa Financial Group
Typical 56
167
3
4
American Wealth Administration Group LLC
Typical 56
167
3
3
Arlen Capital, LLC logo Arlen Capital, LLC
Typical 56
222
4
6
New Dimensions Wealth Management, L.L.C. logo New Dimensions Wealth Management, L.L.C.
Typical 56
111
2
3
Woodside Wealth Management logo Woodside Wealth Management
Typical 55
110
2
4
Ashwood Advisors logo Ashwood Advisors
Typical 55
110
2
3
Evansbrook Capital Management logo Evansbrook Capital Management
Typical 55
110
2
2
Detterbeck Wealth Management logo Detterbeck Wealth Management
Typical 55
165
3
6
Bannerman Wealth logo Bannerman Wealth
Typical 54
163
3
5
Essex Private Wealth Management LLC
Typical 54
216
4
6
Kevin M. Gibney and Company, LLC logo Kevin M. Gibney and Company, LLC
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
BCS Private Wealth Management logo BCS Private Wealth Management
Typical 53
213
4
6
Birks Financial Corp. logo Birks Financial Corp.
Typical 53
159
3
3
Dorothy J. Cole
Typical 53
53
1
5
Spurstone logo Spurstone
Typical 53
159
3
5
AFG Fiduciary Services logo AFG Fiduciary Services
Typical 53
159
3
3
Mendel Money Management Inc. logo Mendel Money Management Inc.
Typical 53
211
4
7
Charter Research & Investment Group Inc logo Charter Research & Investment Group Inc
Typical 53
158
3
3
Sincerus Advisory logo Sincerus Advisory
Typical 53
158
3
4
Toptier Wealth Management logo Toptier Wealth Management
Typical 53
105
2
2
Balanced Rock Investment Advisors logo Balanced Rock Investment Advisors
Typical 53
210
4
5
Valor Wealth Partners logo Valor Wealth Partners
Typical 52
156
3
4
Reicon Wealth Advisors, LLC logo Reicon Wealth Advisors, LLC
Typical 52
52
1
5
Ehrlich Financial Group logo Ehrlich Financial Group
Typical 52
207
4
5
Tower View Wealth Management LLC logo Tower View Wealth Management LLC
Typical 52
206
4
6
V2 Financial Group, LLC logo V2 Financial Group, LLC
Typical 51
205
4
5
Ark Wealth Management logo Ark Wealth Management
Typical 51
153
3
3
Otto & Associates, Inc. logo Otto & Associates, Inc.
Typical 51
152
3
6
Conscious Capital logo Conscious Capital
Typical 51
152
3
4
Wernau Asset Management logo Wernau Asset Management
Typical 51
101
2
2
Crystal Capital Management Corporation logo Crystal Capital Management Corporation
Typical 51
101
2
2
44 Wealth Management LLC logo 44 Wealth Management LLC
Typical 50
201
4
5
Cox Capital Management LLC logo Cox Capital Management LLC
Typical 50
201
4
4
Allison Investment Management, LLC logo Allison Investment Management, LLC
Typical 50
100
2
2
Goodstein Wealth Management LLC logo Goodstein Wealth Management LLC
Typical 50
100
2
2
Boyd Financial Strategies, Inc. logo Boyd Financial Strategies, Inc.
Typical 50
149
3
3
Holistic Finance LLC logo Holistic Finance LLC
Typical 50
198
4
5
BlueLine Advisors logo BlueLine Advisors
Typical 49
148
3
3
Atwater Wealth Management, Inc. logo Atwater Wealth Management, Inc.
Typical 49
98
2
3
Noble Wealth Management P.B.C. logo Noble Wealth Management P.B.C.
Typical 49
196
4
5
Wealthrise Financial Planning, LLC logo Wealthrise Financial Planning, LLC
Typical 49
98
2
2
Nia Impact Capital logo Nia Impact Capital
Typical 49
147
3
9
Lucien Stirling & Gray Advisory Group Inc logo Lucien Stirling & Gray Advisory Group Inc
Typical 49
146
3
5
Alternative Capitalis, LLC logo Alternative Capitalis, LLC
Typical 49
97
2
2
Springboard Asset Management LLC logo Springboard Asset Management LLC
Typical 49
97
2
2
Congress Park Capital LLC logo Congress Park Capital LLC
Typical 48
145
3
4
Harbor Advisory Corporation logo Harbor Advisory Corporation
Typical 48
144
3
3
MOR Wealth Management, LLC logo MOR Wealth Management, LLC
Typical 48
143
3
8
Friedenthal Financial, LLC logo Friedenthal Financial, LLC
Typical 48
190
4
4
InTrack Investment Management, Inc. logo InTrack Investment Management, Inc.
Typical 47
189
4
4
Contango Wealth Management LLC
Typical 47
94
2
2
Strategic Advocates, LLC logo Strategic Advocates, LLC
Typical 47
141
3
3
Addington Financial Group LLC logo Addington Financial Group LLC
Typical 47
94
2
3
Marin Wealth Advisors LLC logo Marin Wealth Advisors LLC
Typical 47
94
2
3
RPM Capital Management, LLC logo RPM Capital Management, LLC
Typical 47
140
3
3
Renaissance Wealth Advisors, LLC logo Renaissance Wealth Advisors, LLC
Typical 47
93
2
2
Finarc Investments, Inc. logo Finarc Investments, Inc.
Typical 47
93
2
4
Gw Financial logo Gw Financial
Typical 47
93
2
3
Ledgewood Wealth Advisors, LLC logo Ledgewood Wealth Advisors, LLC
Typical 47
93
2
2
Diversified Financial Management logo Diversified Financial Management
Typical 46
139
3
5
Signet Investment Advisory Group, Inc. logo Signet Investment Advisory Group, Inc.
Typical 46
185
4
9
Shrier Associates, LLC logo Shrier Associates, LLC
Typical 46
138
3
3
Sturman Wealth Advisors logo Sturman Wealth Advisors
Typical 46
91
2
2
Kensington Financial Advisors LLC logo Kensington Financial Advisors LLC
Typical 46
91
2
2
RF&L Wealth Management, LLC logo RF&L Wealth Management, LLC
Typical 45
136
3
3
BlueDoor Private Wealth, LLC logo BlueDoor Private Wealth, LLC
Typical 45
135
3
6
Delphinus Financial Advisors, LLC logo Delphinus Financial Advisors, LLC
Typical 45
90
2
2
Argo Wealth Advisory, LLC logo Argo Wealth Advisory, LLC
Typical 45
90
2
2
Sensenig Capital Advisors, Inc. logo Sensenig Capital Advisors, Inc.
Typical 45
134
3
6
Samara Capital logo Samara Capital
Typical 45
89
2
2
Tidal Creek Capital Advisors logo Tidal Creek Capital Advisors
Typical 44
177
4
4
Magnolia Private Wealth, LLC logo Magnolia Private Wealth, LLC
Typical 44
176
4
4
Unconventional Investor, LLC logo Unconventional Investor, LLC
Typical 44
88
2
2
Twin Gryphon Advisors LLC logo Twin Gryphon Advisors LLC
Typical 44
44
1
4
Compass Investments LLC logo Compass Investments LLC
Typical 44
176
4
5
Financially in Tune logo Financially in Tune
Typical 44
175
4
4
Capital Squared Financial LLC logo Capital Squared Financial LLC
Typical 44
87
2
3
Flavin Financial Services, Inc. logo Flavin Financial Services, Inc.
Typical 43
172
4
4
Princeton Capital Management LLC logo Princeton Capital Management LLC
Typical 43
171
4
10
Hager Investment Management Services, LLC logo Hager Investment Management Services, LLC
Typical 43
171
4
4
17 Capital Partners, LLC logo 17 Capital Partners, LLC
Typical 43
128
3
7
Ridgewood Investments logo Ridgewood Investments
Typical 43
170
4
7
Seascape Capital Management, LLC logo Seascape Capital Management, LLC
Typical 42
169
4
6
Pine Haven Investment Counsel, Inc. logo Pine Haven Investment Counsel, Inc.
Typical 42
84
2
3
Twin Lakes Capital
Typical 42
83
2
5
WestView Investment Advisors logo WestView Investment Advisors
Typical 41
165
4
5
F5 Financial Planning, L.L.C. logo F5 Financial Planning, L.L.C.
Typical 41
123
3
3
Investment Advisor Group logo Investment Advisor Group
Typical 41
123
3
3
Lyon Wealth Advisors
Typical 41
123
3
3
Orion Capital Management LLC logo Orion Capital Management LLC
Typical 41
163
4
4
Harbour Wealth Management Group, Inc. logo Harbour Wealth Management Group, Inc.
Typical 41
122
3
3
Minerva Planning Group logo Minerva Planning Group
Typical 41
122
3
5
Darrow Wealth Management logo Darrow Wealth Management
Typical 41
122
3
5
The Wealth Conservatory logo The Wealth Conservatory
Typical 40
121
3
4
Sage Wealth Planning logo Sage Wealth Planning
Low 40
119
3
3
Wise Wealth Management, LLC logo Wise Wealth Management, LLC
Low 40
79
2
2
White Pine Capital LLC logo White Pine Capital LLC
Low 40
79
2
7
Steele Street Capital LLC logo Steele Street Capital LLC
Low 40
79
2
3
JMH Wealth Management, LLC logo JMH Wealth Management, LLC
Low 40
79
2
3
Integrated Wealth Management, LLC logo Integrated Wealth Management, LLC
Low 39
39
1
3
Barnett & Co Inc logo Barnett & Co Inc
Low 39
116
3
5
Greenway Financial Advisors LLC logo Greenway Financial Advisors LLC
Low 39
77
2
2
MD Wealth Management, LLC logo MD Wealth Management, LLC
Low 39
77
2
2
Weatherhelm Capital Management LLC logo Weatherhelm Capital Management LLC
Low 39
77
2
4
Passport Wealth Management logo Passport Wealth Management
Low 39
77
2
3
Financial Freedom logo Financial Freedom
Low 38
114
3
4
Silver Lake Advisory Partners, LLC logo Silver Lake Advisory Partners, LLC
Low 38
152
4
4
Datalign logo Datalign
Low 38
38
1
20
MHP Asset Management logo MHP Asset Management
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
Bluebird Wealth Management LLC logo Bluebird Wealth Management LLC
Low 37
112
3
3
Transition Financial Advisors Group, LLC logo Transition Financial Advisors Group, LLC
Low 37
149
4
7
Tripletail Wealth Management logo Tripletail Wealth Management
Low 37
74
2
2
Wisconsin Capital Management, LLC logo Wisconsin Capital Management, LLC
Low 37
74
2
5
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
Castle Island Wealth logo Castle Island Wealth
Low 37
146
4
5
Steward Advisors Group, LLC logo Steward Advisors Group, LLC
Low 36
109
3
11
WH Cornerstone Investments Inc. logo WH Cornerstone Investments Inc.
Low 36
145
4
6
Del Mar Wealth Management Inc logo Del Mar Wealth Management Inc
Low 36
72
2
3
Jp Wealth Management, Inc. logo Jp Wealth Management, Inc.
Low 36
71
2
2
Nottingham Wealth Partners, Inc. logo Nottingham Wealth Partners, Inc.
Low 36
142
4
7
Evergreen Wealth Advisors logo Evergreen Wealth Advisors
Low 36
142
4
18
Paramount Financial logo Paramount Financial
Low 35
106
3
4
Lyons Wealth Management logo Lyons Wealth Management
Low 35
106
3
4
McIntyre, Freedman & Flynn Investment Advisers, Inc. logo McIntyre, Freedman & Flynn Investment Advisers, Inc.
Low 35
69
2
5
Gordian Advisors, LLC logo Gordian Advisors, LLC
Low 34
103
3
3
Copper Leaf Financial, LLC logo Copper Leaf Financial, LLC
Low 34
137
4
4
Toberman Becker Wealth, LLC logo Toberman Becker Wealth, LLC
Low 34
102
3
3
Integrated Planning & Wealth Management, LLC logo Integrated Planning & Wealth Management, LLC
Low 34
136
4
7
Nutfield Financial logo Nutfield Financial
Low 34
68
2
2
Integrated Wealthcare, LLC logo Integrated Wealthcare, LLC
Low 34
135
4
11
World Market Advisors logo World Market Advisors
Low 34
67
2
3
Safir Wealth Advisors, LLC logo Safir Wealth Advisors, LLC
Low 34
67
2
2
Princeton Asset Management, LLC logo Princeton Asset Management, LLC
Low 33
66
2
2
The Practical Planner logo The Practical Planner
Low 33
66
2
2
Mittelman Wealth Management logo Mittelman Wealth Management
Low 33
33
1
1
Taurus Financial logo Taurus Financial
Low 33
66
2
2
Tenon Financial logo Tenon Financial
Low 33
99
3
3
Experience Your Wealth, LLC logo Experience Your Wealth, LLC
Low 33
65
2
3
South Shore Capital Advisors, LLC logo South Shore Capital Advisors, LLC
Low 32
96
3
3
Aventura Capital Management, LLC logo Aventura Capital Management, LLC
Low 32
126
4
4
Oppenheimer + Close, LLC logo Oppenheimer + Close, LLC
Low 32
126
4
5
Signal Ridge Capital Partners, LLC logo Signal Ridge Capital Partners, LLC
Low 31
94
3
4
Professional Financial logo Professional Financial
Low 31
93
3
4
KCS Advisors, LLC
Low 31
62
2
2
Cove Private Wealth, LLC logo Cove Private Wealth, LLC
Low 31
92
3
3
Moore Financial Advisors, LTD. logo Moore Financial Advisors, LTD.
Low 31
92
3
4
LTG Capital LLC logo LTG Capital LLC
Low 30
91
3
5
Omega Wealth Management LLC logo Omega Wealth Management LLC
Low 30
121
4
7
ProsperiTea Planning logo ProsperiTea Planning
Low 30
121
4
4
Benchmark Financial, LLC logo Benchmark Financial, LLC
Low 30
90
3
3
Catalyst Investment Management LLC logo Catalyst Investment Management LLC
Low 30
60
2
4
Bristlecone Value Partners, LLC logo Bristlecone Value Partners, LLC
Low 30
90
3
3
Barnstone Advisors LLC logo Barnstone Advisors LLC
Low 30
90
3
4
Goldfinch Financial, Inc. logo Goldfinch Financial, Inc.
Low 30
30
1
3
Marathon Financial Group logo Marathon Financial Group
Low 30
118
4
6
Davinci Capital Management, Inc. logo Davinci Capital Management, Inc.
Low 28
85
3
4
Creative Resources Investment Advisors LLC logo Creative Resources Investment Advisors LLC
Low 28
85
3
4
Schultz Financial Group Incorporated logo Schultz Financial Group Incorporated
Low 28
110
4
4
Launch Financial Planning logo Launch Financial Planning
Low 27
54
2
2
Honu Wealth Management logo Honu Wealth Management
Low 27
80
3
4
Advanced Portfolio Design, LLC logo Advanced Portfolio Design, LLC
Low 27
80
3
3
Thompson Capital Management, LLC logo Thompson Capital Management, LLC
Low 27
80
3
3
Miller Avenue Advisors LLC logo Miller Avenue Advisors LLC
Low 27
80
3
3
Sechrest Financial Services logo Sechrest Financial Services
Low 27
53
2
4
Verity Wealth Advisors, LLC logo Verity Wealth Advisors, LLC
Low 26
52
2
2
Prosper Private Wealth logo Prosper Private Wealth
Low 26
51
2
3
Cornerstone Financial Management LLC logo Cornerstone Financial Management LLC
Low 25
101
4
7
Frankly Finances logo Frankly Finances
Low 25
25
1
1
Drum Hill Capital, LLC logo Drum Hill Capital, LLC
Low 24
72
3
3
Compass Planning Associates, Inc. logo Compass Planning Associates, Inc.
Low 24
72
3
3
The Sher Wealth Management Group logo The Sher Wealth Management Group
Low 24
47
2
2
Lane Generational LLC logo Lane Generational LLC
Low 24
47
2
2
Legacy Financial Solutions, Inc. logo Legacy Financial Solutions, Inc.
Low 24
47
2
2
Northstar Capital Inc logo Northstar Capital Inc
Low 23
46
2
3
Upstart Wealth Management, LLC logo Upstart Wealth Management, LLC
Low 23
91
4
4
Kennon-Green & Co. logo Kennon-Green & Co.
Low 23
90
4
4
Lexington Avenue Capital Management, LLC logo Lexington Avenue Capital Management, LLC
Low 22
67
3
3
Davis Wealth Advisors logo Davis Wealth Advisors
Low 22
87
4
6
Fifth Set Private Wealth Management LLC logo Fifth Set Private Wealth Management LLC
Very Low 21
63
3
3
Arrow Wealth Advisory LLC logo Arrow Wealth Advisory LLC
Very Low 21
21
1
1
Thryve Wealth Management logo Thryve Wealth Management
Very Low 21
84
4
9
Silicon Private Wealth, LLC logo Silicon Private Wealth, LLC
Very Low 21
83
4
4
Leeb Capital Management, Inc. logo Leeb Capital Management, Inc.
Very Low 20
60
3
7
Powerhouse Assets LLC logo Powerhouse Assets LLC
Very Low 20
60
3
3
Loudon Investment Management, LLC logo Loudon Investment Management, LLC
Very Low 19
75
4
4
Bluestone Wealth Management LLC logo Bluestone Wealth Management LLC
Very Low 19
37
2
2
Stembrook Asset Management, LLC logo Stembrook Asset Management, LLC
Very Low 18
36
2
2
Park State Asset Management LLC logo Park State Asset Management LLC
Very Low 17
50
3
6
Whole Wealth Management logo Whole Wealth Management
Very Low 16
32
2
3
Single Track Financial, Inc. logo Single Track Financial, Inc.
Very Low 16
32
2
2
The Wealth Conservancy, Inc. logo The Wealth Conservancy, Inc.
Very Low 16
47
3
6
Capitol Wealth Management logo Capitol Wealth Management
Very Low 16
62
4
4
Dattilio & Ash Capital Management, LLC logo Dattilio & Ash Capital Management, LLC
Very Low 16
31
2
2
Cayside Partners logo Cayside Partners
Very Low 16
62
4
4
Levatus LLC logo Levatus LLC
Very Low 15
46
3
4
A.G. Campbell Advisory, LLC logo A.G. Campbell Advisory, LLC
Very Low 15
61
4
5
Comprehensive Wealth Solutions, LLC logo Comprehensive Wealth Solutions, LLC
Very Low 15
60
4
4
Skyview Pinnacle logo Skyview Pinnacle
Very Low 15
45
3
3
Innovation Partners LLC logo Innovation Partners LLC
Very Low 13
26
2
305
J.P.Morgan Wealth Management Solutions Inc. logo J.P.Morgan Wealth Management Solutions Inc.
Very Low 11
32
3
65
Sintra Capital Corp logo Sintra Capital Corp
Very Low 10
10
1
3
Hurst & DeGraffenried Wealth Management, LLC logo Hurst & DeGraffenried Wealth Management, LLC
Very Low 8
15
2
2
Fleetstar Financial logo Fleetstar Financial
Very Low 6
6
1
5
Monadnock Capital Partners, LLC logo Monadnock Capital Partners, LLC
Very Low 5
21
4
4
Castle Asset Management, LLC logo Castle Asset Management, LLC
Very Low 5
9
2
3
Trinexus Capital, LLC logo Trinexus Capital, LLC
Very Low 5
9
2
3
Zacks Intelligence LLC logo Zacks Intelligence LLC
Very Low 1
1
1
7
GELINAS & COMPANY, CPA, PLLC logo GELINAS & COMPANY, CPA, PLLC
Very Low 1
1
2
2
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