Clients per advisor for Supported firms serving clients in New Jersey

In New Jersey, supported financial advisory firms—typically small teams with one advisor plus staff or 2–3 advisors—serve a median of 61 clients per advisor, which is notably higher than the national median of 47. With 608 such firms in the state, this suggests that New Jersey advisors often manage larger client loads, indicating a tendency toward more structured, scalable service models rather than highly personalized approaches. Clients working with supported firms here may experience efficient processes designed to handle broader client bases, reflecting a balance between growth and maintaining manageable workloads within these established advisory practices.

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
Navesink Advisors LLC logo Navesink Advisors LLC
Very Low 1
1
2
2
Personal Financial Specialists logo Personal Financial Specialists
Very Low 1
0
1
3
Zacks Intelligence LLC logo Zacks Intelligence LLC
Very Low 1
1
1
7
Essex Advisory logo Essex Advisory
Very Low 1
2
2
2
Hill and Labarre Wealth Management logo Hill and Labarre Wealth Management
Very Low 2
6
3
3
Blue Ox Capital Management, Inc.
Very Low 2
4
2
2
Meehan Wealth Advisors, LLC logo Meehan Wealth Advisors, LLC
Very Low 3
5
2
2
JB Wealth Advisors LLC logo JB Wealth Advisors LLC
Very Low 3
3
1
3
Investment Consulting Services, LLC logo Investment Consulting Services, LLC
Very Low 3
6
2
3
Ziment Financial Advisors, Inc.
Very Low 3
10
3
3
Welinsky and Welinsky CPAs
Very Low 3
10
3
3
Pulver Capital Management LLC logo Pulver Capital Management LLC
Very Low 4
7
2
2
CIO Capital Group LLC logo CIO Capital Group LLC
Very Low 4
7
2
5
Luna Partners logo Luna Partners
Very Low 4
8
2
2
CFS Financial, LLC
Very Low 4
8
2
3
Hamilton & Company logo Hamilton & Company
Very Low 5
9
2
7
Paoli Financial Advisors, Ltd.
Very Low 5
9
2
2
Zorea Capital LP logo Zorea Capital LP
Very Low 5
9
2
2
Capital Planning Associates, Incorporated
Very Low 5
10
2
2
TJ Capital Holdings LLC logo TJ Capital Holdings LLC
Very Low 6
11
2
2
Asia Global Asset Management, Inc.
Very Low 6
22
4
4
IONE Capital Management LLC logo IONE Capital Management LLC
Very Low 6
12
2
4
Marketocracy Masters Capital Management LLC logo Marketocracy Masters Capital Management LLC
Very Low 6
18
3
7
Lepore Financial Services LLC logo Lepore Financial Services LLC
Very Low 6
12
2
2
Vilga Financial Planning LLC logo Vilga Financial Planning LLC
Very Low 6
19
3
3
Generation Wealth Management logo Generation Wealth Management
Very Low 7
20
3
3
Vanquour LLC logo Vanquour LLC
Very Low 7
27
4
4
Basalt Wealth Inc.
Very Low 7
14
2
2
Zulu Dreams Capital LLC logo Zulu Dreams Capital LLC
Very Low 8
16
2
3
Comprehensive Wealth Services, LLC logo Comprehensive Wealth Services, LLC
Very Low 9
34
4
4
New Line Capital, LLC
Very Low 9
26
3
3
Duncan Financial Group, LLC logo Duncan Financial Group, LLC
Very Low 9
18
2
6
Goydas Capital Investment Management, LLC logo Goydas Capital Investment Management, LLC
Very Low 10
19
2
2
Rimac logo Rimac
Very Low 10
20
2
2
Genrise Wealth Advisors LLC logo Genrise Wealth Advisors LLC
Very Low 10
20
2
2
Vassos Investments, LLC
Very Low 11
21
2
2
COMPASS Wealth Management, LLC logo COMPASS Wealth Management, LLC
Very Low 11
21
2
2
J.P.Morgan Wealth Management Solutions Inc. logo J.P.Morgan Wealth Management Solutions Inc.
Very Low 11
32
3
65
Merrion Investment Management Co, LLC logo Merrion Investment Management Co, LLC
Very Low 11
32
3
6
Bruderman Private wealth logo Bruderman Private wealth
Very Low 11
33
3
5
Capital Enhancement, LLC logo Capital Enhancement, LLC
Very Low 11
22
2
2
Kingsbridge Advisors, LLC logo Kingsbridge Advisors, LLC
Very Low 11
45
4
6
Real Life Planning logo Real Life Planning
Very Low 12
23
2
2
HAPPYRICH Capital logo HAPPYRICH Capital
Very Low 12
48
4
4
Clearbrook Investment Solutions LLC logo Clearbrook Investment Solutions LLC
Very Low 12
36
3
9
Seven Mile Advisory LLC logo Seven Mile Advisory LLC
Very Low 12
36
3
4
IndoUsequities LLC logo IndoUsequities LLC
Very Low 12
12
1
3
Nigido Mullin Investment Strategies, LLC logo Nigido Mullin Investment Strategies, LLC
Very Low 12
24
2
2
Poxono Capital logo Poxono Capital
Very Low 13
50
4
4
Redmount Capital Partners LLC logo Redmount Capital Partners LLC
Very Low 13
25
2
3
Smolin Wealth Advisors, LLC logo Smolin Wealth Advisors, LLC
Very Low 13
25
2
2
Main Street Financial Life Advisors, LLC logo Main Street Financial Life Advisors, LLC
Very Low 13
38
3
7
Innovation Partners LLC logo Innovation Partners LLC
Very Low 13
26
2
305
Cooney Financial Advisors Inc logo Cooney Financial Advisors Inc
Very Low 13
26
2
2
Princeton Value Partners LLC logo Princeton Value Partners LLC
Very Low 14
27
2
2
CM Capital Partners logo CM Capital Partners
Very Low 14
56
4
4
Springreef LLC logo Springreef LLC
Very Low 15
29
2
2
Groesbeck Investment Management Corp logo Groesbeck Investment Management Corp
Very Low 15
29
2
2
Summit Place Financial Advisors, LLC logo Summit Place Financial Advisors, LLC
Very Low 15
59
4
6
Comprehensive Wealth Solutions, LLC logo Comprehensive Wealth Solutions, LLC
Very Low 15
60
4
4
RM Sincerbeaux Capital Management, LLC.
Very Low 15
15
1
1
Cereus Financial Advisors, LLC logo Cereus Financial Advisors, LLC
Very Low 16
31
2
3
McMillan Analysis Corporation logo McMillan Analysis Corporation
Very Low 16
48
3
9
Unique Financial Advisors LLC logo Unique Financial Advisors LLC
Very Low 16
49
3
3
G.B. Allen Associates, Inc.
Very Low 18
35
2
2
VIM Wealth Management, LLC logo VIM Wealth Management, LLC
Very Low 18
71
4
4
Orion Financial Advisors logo Orion Financial Advisors
Very Low 18
54
3
3
A. Gary Shilling & Co. logo A. Gary Shilling & Co.
Very Low 18
18
1
5
Stembrook Asset Management, LLC logo Stembrook Asset Management, LLC
Very Low 18
36
2
2
Penbrook Management LLC logo Penbrook Management LLC
Very Low 19
74
4
4
M.K. Byrne & Co. LLC logo M.K. Byrne & Co. LLC
Very Low 19
37
2
2
Mint Asset Management LLC logo Mint Asset Management LLC
Very Low 19
56
3
4
Dillon Capital Management logo Dillon Capital Management
Very Low 19
56
3
3
Loudon Investment Management, LLC logo Loudon Investment Management, LLC
Very Low 19
75
4
4
Israel's Ferguson Asset Advisors LLC
Very Low 19
38
2
3
Nashional Investments logo Nashional Investments
Very Low 19
58
3
3
Managed Wealth Advisors logo Managed Wealth Advisors
Very Low 20
39
2
2
S & A Financial Strategies & Services, LLC logo S & A Financial Strategies & Services, LLC
Very Low 20
39
2
2
Epic Wealth Management LLC logo Epic Wealth Management LLC
Very Low 20
80
4
4
Versatile Capital Management L.L.C. logo Versatile Capital Management L.L.C.
Very Low 20
40
2
3
Global Wealth Management, LLC logo Global Wealth Management, LLC
Very Low 20
61
3
3
Xpotential Inc. logo Xpotential Inc.
Very Low 21
62
3
3
Tandem Capital Management, Inc. logo Tandem Capital Management, Inc.
Very Low 21
84
4
5
Fifth Set Private Wealth Management LLC logo Fifth Set Private Wealth Management LLC
Very Low 21
63
3
3
GCB Private Wealth logo GCB Private Wealth
Low 22
43
2
2
Legacy Investment Advisors, LLC logo Legacy Investment Advisors, LLC
Low 22
65
3
4
Constantia Capital LLC logo Constantia Capital LLC
Low 22
44
2
2
Target Rock Wealth Management, LLC logo Target Rock Wealth Management, LLC
Low 22
88
4
4
AEM Asset Management, LLC logo AEM Asset Management, LLC
Low 22
44
2
2
Lexington Avenue Capital Management, LLC logo Lexington Avenue Capital Management, LLC
Low 22
67
3
3
Covington & Associates, Inc.
Low 23
45
2
3
Muntz Financial, LLC logo Muntz Financial, LLC
Low 23
93
4
4
Wilde Capital Management, LLC logo Wilde Capital Management, LLC
Low 24
47
2
2
Livian & Co. logo Livian & Co.
Low 24
47
2
5
Evolutionary Tree Capital Management, LLC logo Evolutionary Tree Capital Management, LLC
Low 24
47
2
5
Prosperiant Wealth Management, LLC
Low 24
47
2
2
The Inspired Network Wealth Advisory logo The Inspired Network Wealth Advisory
Low 24
48
2
2
Emancipare Investment Advisors logo Emancipare Investment Advisors
Low 25
49
2
2
Maisch Financial Partners, LLC logo Maisch Financial Partners, LLC
Low 25
25
1
4
Firebrand Wealth Management, LLC logo Firebrand Wealth Management, LLC
Low 25
100
4
5
The Astorino Financial Group, Inc. logo The Astorino Financial Group, Inc.
Low 25
50
2
7
Vantage Wealth Management LLC
Low 25
50
2
2
Third Eye Capital Management, LLC logo Third Eye Capital Management, LLC
Low 25
25
1
1
Cenacle Partners
Low 26
51
2
2
Fiduciary Pension Partners, LLC logo Fiduciary Pension Partners, LLC
Low 26
51
2
6
Lionshead Wealth Management, LLC logo Lionshead Wealth Management, LLC
Low 26
103
4
4
Westfield Wealth Management, LLC logo Westfield Wealth Management, LLC
Low 26
78
3
3
Jersey Shore Portfolio Management, LLC logo Jersey Shore Portfolio Management, LLC
Low 27
53
2
2
Thompson Capital Management, LLC logo Thompson Capital Management, LLC
Low 27
80
3
3
Compass Private Wealth Group LLC logo Compass Private Wealth Group LLC
Low 27
80
3
3
Whealth Advisors logo Whealth Advisors
Low 28
55
2
2
Ahara Advisors logo Ahara Advisors
Low 28
55
2
3
The Goodland Group logo The Goodland Group
Low 28
110
4
4
H&S Tax and Wealth Advisors LLC logo H&S Tax and Wealth Advisors LLC
Low 28
83
3
3
Clemensen Capital Company LLC
Low 28
112
4
4
BPP Wealth Solutions, LLC logo BPP Wealth Solutions, LLC
Low 28
113
4
6
Brooklyn Plans LLC logo Brooklyn Plans LLC
Low 28
85
3
3
DeWitt Capital Management logo DeWitt Capital Management
Low 28
85
3
4
Strategic Financial logo Strategic Financial
Low 29
86
3
3
Lyons Investment Management logo Lyons Investment Management
Low 29
29
1
5
Excel Capital Management Corp
Low 29
58
2
2
Virji Investments, Inc. logo Virji Investments, Inc.
Low 29
58
2
4
PortSalus Wealth Management logo PortSalus Wealth Management
Low 29
58
2
2
Repex Investment Management Co., Inc.
Low 30
59
2
2
Delta Capital Management LLC logo Delta Capital Management LLC
Low 30
30
1
4
The Bycoff Group LLC logo The Bycoff Group LLC
Low 30
60
2
2
S Squared Retirement Solutions LLC logo S Squared Retirement Solutions LLC
Low 30
60
2
2
Impact Advisors Group logo Impact Advisors Group
Low 30
90
3
3
Benchmark Financial, LLC logo Benchmark Financial, LLC
Low 30
90
3
3
Waypoint Financial, LLC logo Waypoint Financial, LLC
Low 30
60
2
2
Meridian Asset Management, LLC logo Meridian Asset Management, LLC
Low 30
60
2
2
Stewards Advisory Services logo Stewards Advisory Services
Low 31
61
2
2
LiftPoint Family Wealth Advisors, LLC
Low 31
61
2
2
Cove Private Wealth, LLC logo Cove Private Wealth, LLC
Low 31
92
3
3
Upright Financial Corp
Low 31
31
1
4
Domani Advisors logo Domani Advisors
Low 32
63
2
3
Malvern Capital Management logo Malvern Capital Management
Low 32
126
4
5
Oppenheimer + Close, LLC logo Oppenheimer + Close, LLC
Low 32
126
4
5
Century Business & Financial Services logo Century Business & Financial Services
Low 32
63
2
2
Aventura Capital Management, LLC logo Aventura Capital Management, LLC
Low 32
126
4
4
Bergamot Asset Management LP logo Bergamot Asset Management LP
Low 32
95
3
8
Plan First Wealth LLC logo Plan First Wealth LLC
Low 32
96
3
3
Nobles & Richards Advisors, LLC
Low 32
128
4
4
M&A Wealth logo M&A Wealth
Low 32
97
3
5
The Private Client Advisory Group, LLC logo The Private Client Advisory Group, LLC
Low 33
130
4
4
Kutz and Company Inc. logo Kutz and Company Inc.
Low 33
66
2
2
Tenon Financial logo Tenon Financial
Low 33
99
3
3
Taurus Financial logo Taurus Financial
Low 33
66
2
2
Canaccord Genuity Wealth Management (USA) Inc.
Low 33
66
2
31
Abernathy Group II LLC logo Abernathy Group II LLC
Low 33
33
1
4
RGA Investment Advisors, LLC logo RGA Investment Advisors, LLC
Low 33
99
3
4
Great Path Planning logo Great Path Planning
Low 33
66
2
3
M Financial Planning Services, Inc logo M Financial Planning Services, Inc
Low 33
100
3
9
Shore Financial Planning logo Shore Financial Planning
Low 34
67
2
3
Palante Wealth Advisors, LLC logo Palante Wealth Advisors, LLC
Low 34
102
3
5
Financial Decisions, LLC logo Financial Decisions, LLC
Low 34
136
4
8
The Quick Group LLC logo The Quick Group LLC
Low 34
34
1
3
Augulis Financial Firm, L.L.C. logo Augulis Financial Firm, L.L.C.
Low 34
68
2
2
Terra Nova Asset Management LLC logo Terra Nova Asset Management LLC
Low 35
69
2
2
Tittmann & Rusch, LLC
Low 35
70
2
2
NorthStar Portfolio Investments, LLC logo NorthStar Portfolio Investments, LLC
Low 35
70
2
2
Attleboro Wealth Management LLC logo Attleboro Wealth Management LLC
Low 35
140
4
5
ValuEngine Capital Management LLC logo ValuEngine Capital Management LLC
Low 35
70
2
2
Paramount Financial logo Paramount Financial
Low 35
106
3
4
Jp Wealth Management, Inc. logo Jp Wealth Management, Inc.
Low 36
71
2
2
Evergreen Wealth Advisors logo Evergreen Wealth Advisors
Low 36
142
4
18
DGM Asset Management, L.L.C. logo DGM Asset Management, L.L.C.
Low 36
71
2
2
KeyVantage Wealth Advisors logo KeyVantage Wealth Advisors
Low 36
143
4
5
Red Spruce Capital, LLC logo Red Spruce Capital, LLC
Low 36
143
4
4
Prospect Hill Management, LLC logo Prospect Hill Management, LLC
Low 37
37
1
2
L&L Partners Wealth Management, LLC logo L&L Partners Wealth Management, LLC
Low 37
74
2
2
Northwest Criterion Asset Management, L.L.C. logo Northwest Criterion Asset Management, L.L.C.
Low 37
74
2
3
Transition Financial Advisors Group, LLC logo Transition Financial Advisors Group, LLC
Low 37
149
4
7
Sagevest Wealth Management logo Sagevest Wealth Management
Low 38
150
4
6
Alexander Beard (USA) Inc. logo Alexander Beard (USA) Inc.
Low 38
75
2
3
Datalign logo Datalign
Low 38
38
1
20
Silver Lake Advisory Partners, LLC logo Silver Lake Advisory Partners, LLC
Low 38
152
4
4
Guided Capital Wealth Management, LLC logo Guided Capital Wealth Management, LLC
Low 38
153
4
5
QP Wealth Management, LLC logo QP Wealth Management, LLC
Low 38
115
3
7
Freedom Family Office, LLC logo Freedom Family Office, LLC
Low 39
116
3
10
Ciro Capital LLC logo Ciro Capital LLC
Low 39
78
2
2
Value Investment Professionals, LLC logo Value Investment Professionals, LLC
Low 39
156
4
4
Bourne Lent Asset Managament, Inc. logo Bourne Lent Asset Managament, Inc.
Low 39
78
2
4
Wealthnest Capital Inc.
Low 39
78
2
2
Geneva Financial Group
Low 39
39
1
2
Van Grouw Advisors, LLC
Low 39
78
2
3
Halberstadt Financial Consultants Inc logo Halberstadt Financial Consultants Inc
Low 39
157
4
5
Wise Wealth Management, LLC logo Wise Wealth Management, LLC
Low 40
79
2
2
Darrow Wealth Management logo Darrow Wealth Management
Typical 41
122
3
5
Saddle River Capital Management, LLC logo Saddle River Capital Management, LLC
Typical 41
82
2
2
Investment Advisor Group logo Investment Advisor Group
Typical 41
123
3
3
WestView Investment Advisors logo WestView Investment Advisors
Typical 41
165
4
5
Apogee Financial Services Group, Inc. logo Apogee Financial Services Group, Inc.
Typical 41
124
3
3
Wealthcare Solutions, LLC logo Wealthcare Solutions, LLC
Typical 42
83
2
2
Foundation Wealth Management, LLC logo Foundation Wealth Management, LLC
Typical 42
167
4
5
N.N.A.I.A
Typical 42
84
2
3
Integrity Investment Advisors, LLC
Typical 43
170
4
6
Ridgewood Investments logo Ridgewood Investments
Typical 43
170
4
7
Princeton Capital Management LLC logo Princeton Capital Management LLC
Typical 43
171
4
10
SG Securities, LLC logo SG Securities, LLC
Typical 43
86
2
2
AlphaQ Advisors
Typical 43
86
2
2
Retirement Systems LLC logo Retirement Systems LLC
Typical 43
172
4
5
Retirement Wealth Management, LLC logo Retirement Wealth Management, LLC
Typical 43
86
2
2
Your Planning Partner LLC logo Your Planning Partner LLC
Typical 43
86
2
4
Strategic Wealth Solutions LLC
Typical 43
130
3
3
Wiser Advisor Group logo Wiser Advisor Group
Typical 43
130
3
3
Gci Financial Group
Typical 43
130
3
3
Chesapeake Asset Management LLC logo Chesapeake Asset Management LLC
Typical 43
130
3
5
Global Value Investment Corporation logo Global Value Investment Corporation
Typical 44
174
4
11
Capital Squared Financial LLC logo Capital Squared Financial LLC
Typical 44
87
2
3
Oceanic Capital Management LLC logo Oceanic Capital Management LLC
Typical 44
88
2
2
Sound Wealth LLC logo Sound Wealth LLC
Typical 44
44
1
3
Magnolia Private Wealth, LLC logo Magnolia Private Wealth, LLC
Typical 44
176
4
4
Chesapeake Capital Management, LLC logo Chesapeake Capital Management, LLC
Typical 44
176
4
8
Upper Left Wealth Management, LLC logo Upper Left Wealth Management, LLC
Typical 44
88
2
2
RockCrest Financial LLC logo RockCrest Financial LLC
Typical 44
133
3
3
Aventine Financial Group logo Aventine Financial Group
Typical 44
133
3
3
Aventura Private Wealth, LLC logo Aventura Private Wealth, LLC
Typical 45
178
4
5
Sensenig Capital Advisors, Inc. logo Sensenig Capital Advisors, Inc.
Typical 45
134
3
6
Avrio Wealth PTE LTD logo Avrio Wealth PTE LTD
Typical 45
134
3
8
Gen Y Planning logo Gen Y Planning
Typical 45
90
2
2
46 Peaks Investment Advisory Group logo 46 Peaks Investment Advisory Group
Typical 45
135
3
5
Portus Wealth Advisors, LLC logo Portus Wealth Advisors, LLC
Typical 45
135
3
4
Ethos Capital Management, Inc. logo Ethos Capital Management, Inc.
Typical 45
181
4
4
Obrien Greene & Co Inc logo Obrien Greene & Co Inc
Typical 45
136
3
7
MPI Wealth Management LLC logo MPI Wealth Management LLC
Typical 45
136
3
4
RF&L Wealth Management, LLC logo RF&L Wealth Management, LLC
Typical 45
136
3
3
Purevest logo Purevest
Typical 46
91
2
2
Kensington Financial Advisors LLC logo Kensington Financial Advisors LLC
Typical 46
91
2
2
Astra Wealth Partners logo Astra Wealth Partners
Typical 46
137
3
3
Ledgewood Wealth Advisors, LLC logo Ledgewood Wealth Advisors, LLC
Typical 47
93
2
2
Thinking Big Financial logo Thinking Big Financial
Typical 47
93
2
2
First Light Wealth Advisors, LLC logo First Light Wealth Advisors, LLC
Typical 47
93
2
4
Three Sixty Wealth Management, LLC logo Three Sixty Wealth Management, LLC
Typical 47
186
4
6
RPM Capital Management, LLC logo RPM Capital Management, LLC
Typical 47
140
3
3
Lynch Investment Planning, LLC logo Lynch Investment Planning, LLC
Typical 47
140
3
3
Talisman Wealth Advisors, LLC logo Talisman Wealth Advisors, LLC
Typical 47
141
3
4
United Financial Planning Group LLC logo United Financial Planning Group LLC
Typical 47
188
4
8
InTrack Investment Management, Inc. logo InTrack Investment Management, Inc.
Typical 47
189
4
4
Meadowbrook Advisors logo Meadowbrook Advisors
Typical 47
142
3
4
Friedenthal Financial, LLC logo Friedenthal Financial, LLC
Typical 48
190
4
4
Linden Rose Investment LLC logo Linden Rose Investment LLC
Typical 48
95
2
2
RMAS, Inc.
Typical 48
95
2
4
The Herbst Group, LLC logo The Herbst Group, LLC
Typical 48
190
4
7
Sacks & Associates, LLC logo Sacks & Associates, LLC
Typical 48
143
3
4
MOR Wealth Management, LLC logo MOR Wealth Management, LLC
Typical 48
143
3
8
FBS Securities logo FBS Securities
Typical 49
97
2
2
Clear Point Advisors, Inc. logo Clear Point Advisors, Inc.
Typical 49
147
3
4
Focus Wealth Advisors LLC logo Focus Wealth Advisors LLC
Typical 49
98
2
2
RCPlanners logo RCPlanners
Typical 49
148
3
3
OFC Wealth Management logo OFC Wealth Management
Typical 50
99
2
2
Crossover Capital logo Crossover Capital
Typical 50
99
2
3
Tepp Wealth Management logo Tepp Wealth Management
Typical 50
149
3
6
Viable logo Viable
Typical 50
199
4
6
Tango Capital Management, LLC.(Tcm) logo Tango Capital Management, LLC.(Tcm)
Typical 50
100
2
2
Creative Capital Wealth Management Group logo Creative Capital Wealth Management Group
Typical 50
200
4
5
Thurston Hall Investment Research, LLC logo Thurston Hall Investment Research, LLC
Typical 50
100
2
2
Hegarty Advisors, LLC logo Hegarty Advisors, LLC
Typical 51
101
2
2
Lisch Investment Management LLC logo Lisch Investment Management LLC
Typical 51
101
2
2
Stone Pine Financial Partners logo Stone Pine Financial Partners
Typical 51
202
4
5
Stage Wealth Management, Inc. logo Stage Wealth Management, Inc.
Typical 51
203
4
4
ProAthlete Wealth Management LLC logo ProAthlete Wealth Management LLC
Typical 51
203
4
5
V2 Financial Group, LLC logo V2 Financial Group, LLC
Typical 51
205
4
5
Beckerman Wealth logo Beckerman Wealth
Typical 52
206
4
6
Krusen Capital Management, LLC logo Krusen Capital Management, LLC
Typical 52
103
2
2
Donald W. Nicholson & Associates Ltd logo Donald W. Nicholson & Associates Ltd
Typical 52
156
3
5
Five Rivers Financial Advisors, LLC logo Five Rivers Financial Advisors, LLC
Typical 52
104
2
2
Sincerus Advisory logo Sincerus Advisory
Typical 53
158
3
4
Shrier Wealth Management, LLC logo Shrier Wealth Management, LLC
Typical 53
158
3
5
Financial Advisor Network, Inc.
Typical 53
158
3
4
BCS Private Wealth Management logo BCS Private Wealth Management
Typical 53
213
4
6
Optima Capital Management logo Optima Capital Management
Typical 54
215
4
4
Podell Financial Group LLC logo Podell Financial Group LLC
Typical 54
216
4
6
Kevin M. Gibney and Company, LLC logo Kevin M. Gibney and Company, LLC
Typical 54
108
2
2
Vericrest Private Wealth, LLC logo Vericrest Private Wealth, LLC
Typical 55
109
2
2
Stratacore Capital Management, LLC. logo Stratacore Capital Management, LLC.
Typical 55
109
2
2
Shamrock Financial Services logo Shamrock Financial Services
Typical 55
109
2
3
TimeCapital Investor Advisory Services Inc logo TimeCapital Investor Advisory Services Inc
Typical 55
218
4
4
Coastal Wealth Advisors, LLC logo Coastal Wealth Advisors, LLC
Typical 55
110
2
2
Trinity Wealth Management, LLC logo Trinity Wealth Management, LLC
Typical 55
220
4
7
American Wealth Administration Group LLC
Typical 56
167
3
3
Yardley Wealth Management LLC logo Yardley Wealth Management LLC
Typical 56
169
3
8
Heydorn Stone Capital Management LLC logo Heydorn Stone Capital Management LLC
Typical 57
113
2
3
Infiniti Wealth Management logo Infiniti Wealth Management
Typical 57
171
3
5
Emissary Wealth logo Emissary Wealth
Typical 57
229
4
6
New England Research & Management, Inc. logo New England Research & Management, Inc.
Typical 57
172
3
4
Ronald Gelok & Associates, LLC logo Ronald Gelok & Associates, LLC
Typical 58
230
4
11
Buckram Securities Ltd
Typical 58
173
3
3
Songbird Capital, LLC logo Songbird Capital, LLC
Typical 58
58
1
4
IRON Financial LLC logo IRON Financial LLC
Typical 58
232
4
10
Summit Investment Advisory Group LLC logo Summit Investment Advisory Group LLC
Typical 58
116
2
3
Mench Financial Inc logo Mench Financial Inc
Typical 58
175
3
4
S.F. Ehrlich Associates, Inc. logo S.F. Ehrlich Associates, Inc.
Typical 59
117
2
2
VaMa Oak Wealth, LLC logo VaMa Oak Wealth, LLC
Typical 59
117
2
2
Jeffrey N. Mehler, CFP LLC logo Jeffrey N. Mehler, CFP LLC
Typical 59
177
3
9
Mason Capital Partners logo Mason Capital Partners
Typical 59
177
3
7
Hartley Advisors Corp. logo Hartley Advisors Corp.
Typical 59
118
2
3
CGI Wealth Advisors, Inc. logo CGI Wealth Advisors, Inc.
Typical 59
118
2
2
Longview Financial Advisors, LLC logo Longview Financial Advisors, LLC
Typical 59
118
2
2
Village Wealth Advisors logo Village Wealth Advisors
Typical 60
240
4
4
Main Line Group Wealth Management, LLC logo Main Line Group Wealth Management, LLC
Typical 60
60
1
3
Moralis Technologies, LLC logo Moralis Technologies, LLC
Typical 60
60
1
13
Pleasantdale Wealth Management, LLC
Typical 60
181
3
3
Oak Financial Group Inc logo Oak Financial Group Inc
Typical 61
122
2
4
HFH Planning Inc. logo HFH Planning Inc.
Typical 61
122
2
2
Crossgate Wealth Advisors, LLC logo Crossgate Wealth Advisors, LLC
Typical 61
183
3
6
Cadia Private Client LLC logo Cadia Private Client LLC
Typical 61
122
2
3
Banyan Global Investment Advisors, LLC logo Banyan Global Investment Advisors, LLC
Typical 62
123
2
4
Scarsdale Investment Group, Ltd. logo Scarsdale Investment Group, Ltd.
Typical 62
124
2
3
Hillcrest Wealth Advisors - NY, LLC logo Hillcrest Wealth Advisors - NY, LLC
Typical 62
62
1
2
Abundant Wealth Management LLC logo Abundant Wealth Management LLC
Typical 62
187
3
4
Redfield, Blonsky & Starinsky, LLC logo Redfield, Blonsky & Starinsky, LLC
Typical 63
125
2
3
Sphinx Investments LLC logo Sphinx Investments LLC
Typical 63
125
2
3
Cairn Financial Group logo Cairn Financial Group
Typical 63
189
3
4
RDM Capital Associates Inc logo RDM Capital Associates Inc
Typical 63
126
2
4
U.S. Private Wealth, LLC logo U.S. Private Wealth, LLC
Typical 63
189
3
3
United Success Wealth Management logo United Success Wealth Management
Typical 63
63
1
4
Vaughan and Company Securities, Inc. logo Vaughan and Company Securities, Inc.
Typical 63
190
3
7
Archer Investment Management logo Archer Investment Management
Typical 64
254
4
4
Wills Financial Group, LLC logo Wills Financial Group, LLC
Typical 64
254
4
5
Northbrook Financial logo Northbrook Financial
Typical 64
127
2
8
Tandem Investment Partners, LLC logo Tandem Investment Partners, LLC
High 64
191
3
4
Eagles Coast Wealth Management, LLC logo Eagles Coast Wealth Management, LLC
High 65
129
2
2
N1 Advisors logo N1 Advisors
High 65
194
3
7
Weingarten Associates, L.L.C. logo Weingarten Associates, L.L.C.
High 65
65
1
2
Personal Financial Solutions, LLC
High 66
131
2
2
Silverberg Bernstein Capital Management
High 66
131
2
3
Equilibrium Wealth LLC logo Equilibrium Wealth LLC
High 66
66
1
5
The Investment Connection LLC logo The Investment Connection LLC
High 66
132
2
2
Conrad Capital Management, Inc. logo Conrad Capital Management, Inc.
High 66
132
2
3
Archway Wealth Management, LLC logo Archway Wealth Management, LLC
High 67
200
3
4
Kohlhepp Investment Advisors, Ltd. logo Kohlhepp Investment Advisors, Ltd.
High 67
201
3
6
East Coast Wealth Management, Inc. logo East Coast Wealth Management, Inc.
High 67
201
3
3
Abbot Financial Management, Inc. logo Abbot Financial Management, Inc.
High 67
202
3
4
Haddonfield Financial Planning LLC logo Haddonfield Financial Planning LLC
High 68
203
3
3
360 Degrees Capital Management LLC
High 68
68
1
3
Financial Asset Management Corp logo Financial Asset Management Corp
High 68
204
3
3
Financial Futures logo Financial Futures
High 68
204
3
5
Shapiro Financial Security Group, Inc. logo Shapiro Financial Security Group, Inc.
High 69
137
2
5
First Wilshire Securities Management, Inc. logo First Wilshire Securities Management, Inc.
High 69
275
4
9
Conscious Capital Wealth Management, LLC logo Conscious Capital Wealth Management, LLC
High 69
207
3
5
SJBenen Advisory, LLC logo SJBenen Advisory, LLC
High 70
139
2
2
Masters Legacy Planning logo Masters Legacy Planning
High 70
139
2
5
Kagan Coccoza Asset Management logo Kagan Coccoza Asset Management
High 70
139
2
2
Income & Asset Advisory, Inc. logo Income & Asset Advisory, Inc.
High 70
279
4
4
AJF Capital Management, Inc. logo AJF Capital Management, Inc.
High 70
280
4
4
Third Eye Associates, Ltd logo Third Eye Associates, Ltd
High 70
211
3
3
Locker Financial Services, LLC logo Locker Financial Services, LLC
High 71
141
2
3
Cedar Spring Advisors, LLC logo Cedar Spring Advisors, LLC
High 71
284
4
4
RM Private Wealth Management logo RM Private Wealth Management
High 71
71
1
1
Excomp Asset Management Ltd logo Excomp Asset Management Ltd
High 71
142
2
5
Unique Wealth Strategies logo Unique Wealth Strategies
High 71
285
4
10
Legend Financial Advisors Inc logo Legend Financial Advisors Inc
High 72
215
3
11
Villafranco Wealth Management
High 72
72
1
4
TC Financial Management, Co Inc. logo TC Financial Management, Co Inc.
High 72
144
2
5
High Point Wealth Management, LLC logo High Point Wealth Management, LLC
High 73
146
2
2
The Hogan-Knotts Financial Group, Inc. logo The Hogan-Knotts Financial Group, Inc.
High 75
150
2
4
Holos Integrated Wealth logo Holos Integrated Wealth
High 75
225
3
5
Davidson Wealth Management LLC logo Davidson Wealth Management LLC
High 76
228
3
5
Garden State Retirement Specialists, LLC
High 76
152
2
3
Cherrydale Wealth Management, LLC logo Cherrydale Wealth Management, LLC
High 76
76
1
3
Twinleaf Financial Advisors logo Twinleaf Financial Advisors
High 76
76
1
3
Guidance Wealth Advisors LLC logo Guidance Wealth Advisors LLC
High 77
153
2
4
Bontempo Ohly Capital Management, LLC
High 77
153
2
6
Gold Coast Wealth Management, LLC logo Gold Coast Wealth Management, LLC
High 77
154
2
3
Meschel Wealth Management LLC logo Meschel Wealth Management LLC
High 78
155
2
3
Reframe Wealth, LLC logo Reframe Wealth, LLC
High 78
235
3
5
RoundAngle Advisors LLC logo RoundAngle Advisors LLC
High 79
157
2
3
Wealth Creation Management Group LLC logo Wealth Creation Management Group LLC
High 79
157
2
2
DWD Portfolio Solutions, Inc. logo DWD Portfolio Solutions, Inc.
High 79
316
4
6
Cohen Investment Advisors, LLC logo Cohen Investment Advisors, LLC
High 79
237
3
7
Visconti & Associates, a Financial Services LLC logo Visconti & Associates, a Financial Services LLC
High 79
158
2
2
Main Line Retirement Advisors, LLC logo Main Line Retirement Advisors, LLC
High 79
158
2
3
Hurley Capital, LLC logo Hurley Capital, LLC
High 79
158
2
4
Kubhera Enterprises LLC logo Kubhera Enterprises LLC
High 79
238
3
5
Old Bridge Wealth, Inc. logo Old Bridge Wealth, Inc.
High 80
239
3
5
Eagle Investors LLC logo Eagle Investors LLC
High 80
240
3
3
R.W. Roge & Company, Inc logo R.W. Roge & Company, Inc
High 81
322
4
9
Shri Advisors logo Shri Advisors
High 81
161
2
2
Blank Equity Management LLC logo Blank Equity Management LLC
High 81
162
2
2
LodeStar Advisory Group, LLC logo LodeStar Advisory Group, LLC
High 81
162
2
3
Investable logo Investable
High 81
81
1
4
Wagner Wealth Management, Corp. logo Wagner Wealth Management, Corp.
High 82
246
3
5
Exchange Place Advisors, LLC
High 83
248
3
3
Golden Road Advisors LLC logo Golden Road Advisors LLC
High 83
248
3
4
Hudson Portfolio Management LLC
High 83
83
1
5
Vermillion & White Wealth Management Group logo Vermillion & White Wealth Management Group
High 84
334
4
4
Klein Pavlis & Peasley Financial, Inc. logo Klein Pavlis & Peasley Financial, Inc.
High 84
336
4
5
Odyssey Capital Advisors Inc. logo Odyssey Capital Advisors Inc.
High 84
252
3
5
Corrado Advisors, LLC logo Corrado Advisors, LLC
High 84
337
4
9
Triple Summit Advisors, LLC logo Triple Summit Advisors, LLC
High 85
169
2
2
MK3 Wealth LLC logo MK3 Wealth LLC
High 85
85
1
3
MB, Levis & Associates, LLC logo MB, Levis & Associates, LLC
High 85
170
2
4
Opulus logo Opulus
High 85
170
2
2
Guerra Pan Advisors, LLC logo Guerra Pan Advisors, LLC
High 85
85
1
2
IDB Lido Wealth, LLC logo IDB Lido Wealth, LLC
High 86
171
2
14
Asset Advisory Group, Inc. logo Asset Advisory Group, Inc.
High 86
171
2
5
Flagship Capital Management Inc logo Flagship Capital Management Inc
High 87
173
2
4
Erickson Financial Group, LLC logo Erickson Financial Group, LLC
High 87
260
3
6
Meadowbrook Wealth Management, LLC logo Meadowbrook Wealth Management, LLC
High 87
174
2
2
The Clifford Group LLC logo The Clifford Group LLC
High 87
261
3
6
Stash Wealth, LLC logo Stash Wealth, LLC
High 87
174
2
3
Forteris Wealth Management, Inc. logo Forteris Wealth Management, Inc.
High 88
175
2
3
Nerad + Deppe Wealth Management logo Nerad + Deppe Wealth Management
High 89
177
2
2
WP Asset Management
High 89
177
2
3
A Better Way Financial, LLC logo A Better Way Financial, LLC
High 89
354
4
10
Novus Advisors logo Novus Advisors
High 89
267
3
5
Snider Advisors logo Snider Advisors
High 89
357
4
4
Cooper Eagle, LLC logo Cooper Eagle, LLC
High 90
179
2
8
Giverny Capital Advisors
High 90
179
2
2
Bone Fide Wealth logo Bone Fide Wealth
High 90
180
2
4
Double Diamond Investment Group, LLC
High 90
90
1
3
MWA Asset Management logo MWA Asset Management
High 90
180
2
2
TA Capital Management, LLC logo TA Capital Management, LLC
High 90
90
1
4
TJT Capital Group, LLC logo TJT Capital Group, LLC
High 91
181
2
4
Schorpp Capital Management logo Schorpp Capital Management
High 91
182
2
3
Clarus Group LLC logo Clarus Group LLC
High 91
182
2
2
Diversified Planning Strategies Advisors LLC logo Diversified Planning Strategies Advisors LLC
High 91
364
4
6
Prato Capital Management logo Prato Capital Management
High 91
273
3
4
Archetype Advisors, LLC logo Archetype Advisors, LLC
High 92
275
3
4
Arcadia Wealth Management logo Arcadia Wealth Management
High 92
275
3
6
Innovative Family Office LLC logo Innovative Family Office LLC
High 92
276
3
8
Game Plan Financial Advisors, LLC logo Game Plan Financial Advisors, LLC
High 93
185
2
5
Sarver Vrooman Wealth Advisors LLC logo Sarver Vrooman Wealth Advisors LLC
High 93
371
4
5
Manzil Investment Advisors, LLC logo Manzil Investment Advisors, LLC
High 93
93
1
4
Brightside Wealth Planning, LLC logo Brightside Wealth Planning, LLC
High 94
188
2
2
Paramount Associates Wealth Management logo Paramount Associates Wealth Management
High 95
189
2
3
VCP Financial LLC logo VCP Financial LLC
High 96
385
4
5
Safe Harbor Retirement Planners logo Safe Harbor Retirement Planners
High 97
290
3
4
Ruggiero Investments logo Ruggiero Investments
High 98
392
4
5
Bay Rivers Group Wealth Partners logo Bay Rivers Group Wealth Partners
High 99
395
4
4
LifeCapital Partners LLC logo LifeCapital Partners LLC
High 99
297
3
4
Enright, Mollin, Cascio & Ramusevic, Inc. logo Enright, Mollin, Cascio & Ramusevic, Inc.
High 100
100
1
3
Stephen J. Garry & Associates, LLC logo Stephen J. Garry & Associates, LLC
High 100
300
3
4
Pegasus Management Services L.L.C.
High 101
201
2
2
Park Square Financial Group LLC logo Park Square Financial Group LLC
High 101
404
4
5
SFI Advisors, LLC logo SFI Advisors, LLC
High 101
304
3
12
Cambridge Financial Group, Inc. logo Cambridge Financial Group, Inc.
High 102
306
3
6
Capital Estate Advisors, Inc. logo Capital Estate Advisors, Inc.
High 102
102
1
3
Scholtz & Company, LLC logo Scholtz & Company, LLC
High 102
204
2
7
Sage Investment Advisers LLC logo Sage Investment Advisers LLC
High 102
307
3
5
Blue Haven Capital, LLC logo Blue Haven Capital, LLC
High 103
205
2
2
Bouvel Investment Partners, LLC logo Bouvel Investment Partners, LLC
High 103
206
2
4
Saul Wealth Advisors, LLC logo Saul Wealth Advisors, LLC
High 103
103
1
4
FamilyWealth Asset Management logo FamilyWealth Asset Management
High 103
413
4
4
BRIA Capital Group, LLC logo BRIA Capital Group, LLC
High 104
311
3
5
Brandywine Financial Group, Inc. logo Brandywine Financial Group, Inc.
High 104
208
2
2
Borer Denton & Associates, Inc.
High 105
209
2
4
Merkkuri Wealth Advisors LLC logo Merkkuri Wealth Advisors LLC
High 105
209
2
7
Align Advisor Group, LLC logo Align Advisor Group, LLC
High 105
210
2
2
Michael J. Porro & Co. Financial Advisors, Inc. logo Michael J. Porro & Co. Financial Advisors, Inc.
High 105
210
2
5
Targeted Financial Services, LLC
Very High 106
422
4
5
Pelkonen and Associates LLC logo Pelkonen and Associates LLC
Very High 106
317
3
4
Syntax Research, Inc. logo Syntax Research, Inc.
Very High 107
107
1
2
Fifr logo Fifr
Very High 107
214
2
2
Sicart Associates, LLC logo Sicart Associates, LLC
Very High 109
109
1
3
Hutner Capital Management Inc. logo Hutner Capital Management Inc.
Very High 109
109
1
4
Private Client Group Asset Management logo Private Client Group Asset Management
Very High 109
109
1
5
Bluefin Financial logo Bluefin Financial
Very High 110
329
3
4
Godshalk Welsh Capital Management, Inc. logo Godshalk Welsh Capital Management, Inc.
Very High 110
110
1
2
Actify Investor Retirements, LLC logo Actify Investor Retirements, LLC
Very High 110
220
2
2
Duke and Duke Wealth Management LLC
Very High 110
331
3
4
Tranquilli Financial Advisor, LLC logo Tranquilli Financial Advisor, LLC
Very High 111
221
2
2
Turner Capital Investments, LLC logo Turner Capital Investments, LLC
Very High 111
333
3
4
Family Wealth Partners LLC
Very High 111
222
2
2
MFA Wealth Services logo MFA Wealth Services
Very High 112
224
2
3
Lavish Financial Planning logo Lavish Financial Planning
Very High 113
225
2
4
Saiph Capital, LLC logo Saiph Capital, LLC
Very High 113
225
2
4
Carnegie Wealth Management, LLC logo Carnegie Wealth Management, LLC
Very High 113
226
2
6
Dovetail Financial Group LLC logo Dovetail Financial Group LLC
Very High 114
341
3
6
Kahn Brothers Advisors LLC logo Kahn Brothers Advisors LLC
Very High 114
342
3
6
Personal Financial Profiles Inc logo Personal Financial Profiles Inc
Very High 114
228
2
2
Timbuktu Capital Management, LLC logo Timbuktu Capital Management, LLC
Very High 115
115
1
3
Stawnychy Financial Services, Inc. logo Stawnychy Financial Services, Inc.
Very High 116
116
1
4
Capital Wealth Alliance, LLC logo Capital Wealth Alliance, LLC
Very High 116
348
3
5
Oaktrust Wealth Advisors, LLC logo Oaktrust Wealth Advisors, LLC
Very High 118
236
2
3
Copper Beech Financial Group, LLC logo Copper Beech Financial Group, LLC
Very High 118
118
1
9
Howard Wealth Management, LLC
Very High 119
237
2
2
The David J. Yvars Group Inc. logo The David J. Yvars Group Inc.
Very High 119
476
4
6
Roxbury Financial logo Roxbury Financial
Very High 120
239
2
3
Woloshin Investment Management, LLC logo Woloshin Investment Management, LLC
Very High 120
361
3
3
Northstar Advisory Group, LLC logo Northstar Advisory Group, LLC
Very High 120
361
3
9
Pursuit Wealth Strategies, LLC logo Pursuit Wealth Strategies, LLC
Very High 121
483
4
7
Rinaldi Wealth Management, Inc. logo Rinaldi Wealth Management, Inc.
Very High 121
363
3
3
Wager Wealth Management and Financial Planning LLC
Very High 121
121
1
3
McGovern Financial Planning, LLC
Very High 121
121
1
3
Florin Pensions LLC logo Florin Pensions LLC
Very High 121
485
4
5
Private Client Asset Management, Inc. logo Private Client Asset Management, Inc.
Very High 122
244
2
2
Rachor Investment Advisory Services, LLC logo Rachor Investment Advisory Services, LLC
Very High 123
490
4
16
JPL Asset Management and Planning, LLC
Very High 123
369
3
3
Embark Wealth Management, LLC logo Embark Wealth Management, LLC
Very High 123
369
3
3
Massey Morgan Wealth Management, LLC logo Massey Morgan Wealth Management, LLC
Very High 125
249
2
2
Long Island Wealth Management, Inc. logo Long Island Wealth Management, Inc.
Very High 125
125
1
1
Pereon Wealth LLC logo Pereon Wealth LLC
Very High 125
125
1
7
One Oak Capital Management, LLC logo One Oak Capital Management, LLC
Very High 125
375
3
14
Physician Family Financial Advisors Inc logo Physician Family Financial Advisors Inc
Very High 125
376
3
4
Reshape Wealth logo Reshape Wealth
Very High 127
127
1
3
Digital Asset Investment Management logo Digital Asset Investment Management
Very High 128
255
2
4
G & R Financial Solutions LLC logo G & R Financial Solutions LLC
Very High 128
128
1
3
Neu Wealth Group logo Neu Wealth Group
Very High 128
128
1
2
Tublin - DiFusco Advisors Inc.
Very High 129
129
1
3
Steinberganna Wealth Management LLC logo Steinberganna Wealth Management LLC
Very High 130
259
2
3
Rice Wealth Management Group, Inc. logo Rice Wealth Management Group, Inc.
Very High 130
130
1
3
The Pines Wealth Management, LLC logo The Pines Wealth Management, LLC
Very High 131
262
2
4
Godfrey Financial Associates, Inc. logo Godfrey Financial Associates, Inc.
Very High 132
395
3
3
Quantel Asset Management LLC logo Quantel Asset Management LLC
Very High 132
132
1
3
LUMINIST Capital, LLC logo LUMINIST Capital, LLC
Very High 133
530
4
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
Mullooly Asset Management, Inc. logo Mullooly Asset Management, Inc.
Very High 133
533
4
4
Redwood Wealth Management Group, LLC logo Redwood Wealth Management Group, LLC
Very High 133
400
3
4
Prometheus Capital Management Corp. logo Prometheus Capital Management Corp.
Very High 134
268
2
4
WealthFD logo WealthFD
Very High 135
406
3
16
TKG Wealth Advisers LLC logo TKG Wealth Advisers LLC
Very High 136
271
2
5
LDN Wealth, LLC logo LDN Wealth, LLC
Very High 136
271
2
5
Pearl Wealth Group logo Pearl Wealth Group
Very High 137
273
2
4
Institutional Investment Advisors Corp logo Institutional Investment Advisors Corp
Very High 137
137
1
3
Bautis Financial, LLC logo Bautis Financial, LLC
Very High 138
275
2
5
Marstone LLC logo Marstone LLC
Very High 139
139
1
21
The Pitti Group Wealth Management, LLC logo The Pitti Group Wealth Management, LLC
Very High 142
568
4
6
Mariaca Wealth Management, LLC logo Mariaca Wealth Management, LLC
Very High 143
285
2
6
Sky Alpha Asset Advisors logo Sky Alpha Asset Advisors
Very High 143
286
2
3
Kaplan Wealth Management, Inc. logo Kaplan Wealth Management, Inc.
Very High 144
287
2
4
Prosperity Advisers, LLC logo Prosperity Advisers, LLC
Very High 145
289
2
8
VCM Wealth logo VCM Wealth
Very High 146
291
2
2
Thames Financial Management logo Thames Financial Management
Very High 146
292
2
2
Castle Financial & Retirement Planning Associates Inc logo Castle Financial & Retirement Planning Associates Inc
Very High 146
146
1
6
Semus Wealth Partners, LLC logo Semus Wealth Partners, LLC
Very High 147
147
1
3
Metanoia Financial, LLC logo Metanoia Financial, LLC
Very High 151
151
1
3
Morgan Dempsey Capital Management LLC logo Morgan Dempsey Capital Management LLC
Very High 151
454
3
6
Invest For A Lifetime, LLC
Very High 152
304
2
4
Nardis Advisors LLC logo Nardis Advisors LLC
Very High 153
153
1
6
Baron Financial Group LLC logo Baron Financial Group LLC
Very High 153
306
2
9
Redwood Financial Planning, LLC logo Redwood Financial Planning, LLC
Very High 155
621
4
4
Ceera Investments, LLC logo Ceera Investments, LLC
Very High 157
157
1
6
Sage Capital Management LLC logo Sage Capital Management LLC
Very High 157
314
2
3
Broadway Advisor Group logo Broadway Advisor Group
Very High 158
315
2
4
Sherpa Capital Management
Very High 158
158
1
3
Diccianni Financial Group, Inc. logo Diccianni Financial Group, Inc.
Very High 158
316
2
4
MarketRiders logo MarketRiders
Very High 159
477
3
6
Unified Wealth Management LLC logo Unified Wealth Management LLC
Very High 163
325
2
2
MWM Group LLC
Very High 164
328
2
4
Shaker Financial Services logo Shaker Financial Services
Very High 165
329
2
6
Ridge Capital Management, LLC logo Ridge Capital Management, LLC
Very High 168
335
2
6
Investment Management & Planning LLC logo Investment Management & Planning LLC
Very High 168
503
3
3
Tim Looney Investments, LLC logo Tim Looney Investments, LLC
Very High 168
504
3
4
Udine Wealth Management Inc. logo Udine Wealth Management Inc.
Very High 169
338
2
2
FSC Wealth Advisors, LLC logo FSC Wealth Advisors, LLC
Very High 172
686
4
5
Eaton Financial Group logo Eaton Financial Group
Very High 174
347
2
4
PCB Capital LLC logo PCB Capital LLC
Very High 179
358
2
5
Seraphim Capital Management, LLC logo Seraphim Capital Management, LLC
Very High 180
180
1
3
Skyview Financial Group, LLC logo Skyview Financial Group, LLC
Very High 181
362
2
3
Crescent Hill Partners LLC
Very High 183
183
1
1
Boyar Asset Management, Inc. logo Boyar Asset Management, Inc.
Very High 185
185
1
9
American Financial & Tax Strategies, Inc. logo American Financial & Tax Strategies, Inc.
Very High 185
185
1
1
Taylor Securities Services, Inc. logo Taylor Securities Services, Inc.
Very High 191
765
4
11
Leicht Financial Planning and Wealth Management logo Leicht Financial Planning and Wealth Management
Very High 194
194
1
5
Fund Advisors of America Inc
Very High 195
585
3
3
Graney & King, LLC logo Graney & King, LLC
Very High 198
791
4
4
Aljen Asset Management LLC logo Aljen Asset Management LLC
Very High 199
397
2
5
Adirondack Financial Services Corp logo Adirondack Financial Services Corp
Very High 199
596
3
16
Axiom Investment Management LLC
Very High 201
201
1
10
Brixton Capital Wealth Advisors, LLC logo Brixton Capital Wealth Advisors, LLC
Very High 205
819
4
7
Cornerstone Alternatives logo Cornerstone Alternatives
Very High 205
410
2
6
Granite Rose Wealth Alliance LLC
Very High 205
205
1
3
Bodnar Financial Advisors, Inc. logo Bodnar Financial Advisors, Inc.
Very High 205
410
2
2
Borabond, LLC logo Borabond, LLC
Very High 207
207
1
3
Milagre Wealth Management, Inc. logo Milagre Wealth Management, Inc.
Very High 207
414
2
4
Capital Preservation Partners, Inc. logo Capital Preservation Partners, Inc.
Very High 209
417
2
3
Hepworth Equity Partners, LLC logo Hepworth Equity Partners, LLC
Very High 211
421
2
2
Federal Prep logo Federal Prep
Very High 212
637
3
5
Stern Capital Management, Inc. logo Stern Capital Management, Inc.
Very High 216
649
3
3
Hfm Investment Advisors, Inc. logo Hfm Investment Advisors, Inc.
Very High 218
218
1
1
Joseph P. Lucia & Associates, LLC logo Joseph P. Lucia & Associates, LLC
Very High 221
662
3
5
Arista Advisory Group, LLC logo Arista Advisory Group, LLC
Very High 222
222
1
3
Trident Advisors Inc logo Trident Advisors Inc
Very High 224
224
1
3
Q Capital Solutions logo Q Capital Solutions
Very High 225
225
1
2
Standfast Asset Management, LLC logo Standfast Asset Management, LLC
Very High 227
227
1
3
Private Wealth Group, LLC logo Private Wealth Group, LLC
Very High 228
228
1
2
Capital Wealth Investments logo Capital Wealth Investments
Very High 235
469
2
3
Rothwell Investment Advisors logo Rothwell Investment Advisors
Very High 236
707
3
5
Paragon Financial Services logo Paragon Financial Services
Very High 243
729
3
7
Bayridge Financial Group, Inc. logo Bayridge Financial Group, Inc.
Very High 244
488
2
5
Anchored Financial Planning LLC logo Anchored Financial Planning LLC
Very High 250
500
2
5
The Gladowsky Group logo The Gladowsky Group
Very High 256
256
1
4
Rockdale Financial Services, Inc. logo Rockdale Financial Services, Inc.
Very High 262
262
1
5
CMG Capital Management Group, Inc. logo CMG Capital Management Group, Inc.
Very High 268
536
2
10
Genesee Capital Advisors, LLC logo Genesee Capital Advisors, LLC
Very High 272
544
2
4
Ironwood Investment Management, LLC logo Ironwood Investment Management, LLC
Very High 288
288
1
8
S&A Financial Services, Inc. logo S&A Financial Services, Inc.
Very High 290
1,160
4
7
Its Asset Management, L.P. logo Its Asset Management, L.P.
Very High 293
586
2
9
Tower Wealth Partners logo Tower Wealth Partners
Very High 307
920
3
9
SavvyFi logo SavvyFi
Very High 307
307
1
15
Capasso Planning Partners LLC logo Capasso Planning Partners LLC
Very High 315
629
2
9
Rochester Financial Services logo Rochester Financial Services
Very High 320
320
1
1
Sector Analysts LLC logo Sector Analysts LLC
Very High 339
677
2
4
Kissling Financial Services, LLC logo Kissling Financial Services, LLC
Very High 345
689
2
2
GreenPortfolio Inc. logo GreenPortfolio Inc.
Very High 346
346
1
6
Costello Asset Management, Inc. logo Costello Asset Management, Inc.
Very High 356
356
1
3
Engleson & Associates
Very High 362
362
1
4
Island Financial Advisors logo Island Financial Advisors
Very High 391
391
1
4
MFP Financial Services, LLC logo MFP Financial Services, LLC
Very High 428
1,284
3
5
Pento Portfolio Strategies, LLC logo Pento Portfolio Strategies, LLC
Very High 437
874
2
3
Arta Finance logo Arta Finance
Very High 522
1,043
2
68
Feldstein, Steven dba Steven Feldstein & Associates logo Feldstein, Steven dba Steven Feldstein & Associates
Very High 526
526
1
4
ICN Holding logo ICN Holding
Very High 796
796
1
6
Plan Confidence Corporation logo Plan Confidence Corporation
Very High 859
859
1
3
ACA/Prudent Investors Planning Corporation
Very High 880
880
1
2
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")