Clients per advisor for Supported firms serving clients in South Carolina

In South Carolina, supported financial advisory firms—typically small teams with one advisor plus staff or a few advisors—tend to serve a notably higher number of clients per advisor compared to the national median. With 414 such firms in the state, the median client load per advisor is 83, well above the national median of 47. This suggests that South Carolina’s supported firms often operate with more scalable, process-driven models, managing larger client bases efficiently. For clients, this may mean access to firms that balance broader reach with structured service, potentially offering lower minimums or fees, though possibly less personalized attention than firms with smaller client loads.

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
Zacks Intelligence LLC logo Zacks Intelligence LLC
Very Low 1
1
1
7
Linkside Financial LLC logo Linkside Financial LLC
Very Low 1
5
4
5
Treehouse Financial, Inc.
Very Low 2
4
2
2
Thomas Smith And Associates, Inc. logo Thomas Smith And Associates, Inc.
Very Low 3
5
2
2
K2 Wealth Management logo K2 Wealth Management
Very Low 3
6
2
2
Integritas Wealth Strategies, LLC logo Integritas Wealth Strategies, LLC
Very Low 3
10
3
3
CIO Capital Group LLC logo CIO Capital Group LLC
Very Low 4
7
2
5
Wilson David Investment Advisors logo Wilson David Investment Advisors
Very Low 5
14
3
3
ONESOURCE Wealth Advisors logo ONESOURCE Wealth Advisors
Very Low 6
12
2
2
Upholdings logo Upholdings
Very Low 7
13
2
2
Flip Flops and Pearls Financial Planning logo Flip Flops and Pearls Financial Planning
Very Low 8
15
2
2
Sycamore Financial Planning, LLC logo Sycamore Financial Planning, LLC
Very Low 9
26
3
5
Mosaic Wealth Strategies LLC logo Mosaic Wealth Strategies LLC
Very Low 10
20
2
2
Envest Advisors, LLC logo Envest Advisors, LLC
Very Low 11
32
3
3
Merrion Investment Management Co, LLC logo Merrion Investment Management Co, LLC
Very Low 11
32
3
6
J.P.Morgan Wealth Management Solutions Inc. logo J.P.Morgan Wealth Management Solutions Inc.
Very Low 11
32
3
65
Blue Granite Capital, LLC logo Blue Granite Capital, LLC
Very Low 11
34
3
3
Innovation Partners LLC logo Innovation Partners LLC
Very Low 13
26
2
305
Charles Fish Investments, Inc. logo Charles Fish Investments, Inc.
Very Low 14
42
3
5
Prospera Capital Management, LLC logo Prospera Capital Management, LLC
Very Low 15
44
3
3
Intelligent Investing logo Intelligent Investing
Very Low 16
31
2
2
7PW Wealth, LLC logo 7PW Wealth, LLC
Very Low 16
47
3
4
William B. Walkup & Associates, Inc.
Very Low 17
51
3
4
Pathfinder Planning LLC logo Pathfinder Planning LLC
Very Low 18
53
3
3
Telos Capital Partners
Very Low 18
54
3
3
Pendleton Street Advisors, LLC logo Pendleton Street Advisors, LLC
Very Low 18
54
3
5
Hayden Harper Wealth Advisory, LLC logo Hayden Harper Wealth Advisory, LLC
Very Low 19
76
4
7
Black Arrow Capital LLC logo Black Arrow Capital LLC
Very Low 19
38
2
2
Hyphen Wealth Management
Very Low 19
58
3
3
Thomas Story and Son LLC
Very Low 20
39
2
2
Diamant Asset Management, Inc. logo Diamant Asset Management, Inc.
Very Low 20
59
3
3
Wright Cove Capital logo Wright Cove Capital
Very Low 21
41
2
2
Capco Asset Management, LLC logo Capco Asset Management, LLC
Very Low 21
82
4
5
Cedar Wealth Management logo Cedar Wealth Management
Low 21
64
3
4
Signify Wealth LLC logo Signify Wealth LLC
Low 24
94
4
17
Apricus Wealth LLC logo Apricus Wealth LLC
Low 25
100
4
6
BHK Securities, LLC logo BHK Securities, LLC
Low 26
103
4
8
Gouws Capital LLC logo Gouws Capital LLC
Low 26
52
2
3
Fiduciary Organization, LLC logo Fiduciary Organization, LLC
Low 26
79
3
3
Hampton Park Financial Planners logo Hampton Park Financial Planners
Low 27
53
2
4
Aurora Investment Counsel logo Aurora Investment Counsel
Low 27
53
2
3
Elevated Private Wealth logo Elevated Private Wealth
Low 28
112
4
4
8th Street Investments, LLC logo 8th Street Investments, LLC
Low 29
58
2
3
Shepherd Wealth Partners logo Shepherd Wealth Partners
Low 30
90
3
3
M Capital Wealth Management, LLC logo M Capital Wealth Management, LLC
Low 31
61
2
2
Colarion logo Colarion
Low 32
95
3
3
Keen Capital, Ltd logo Keen Capital, Ltd
Low 32
96
3
11
Turtle Bay Group, Inc. logo Turtle Bay Group, Inc.
Low 32
64
2
9
TRG Capital Management, Inc. logo TRG Capital Management, Inc.
Low 33
132
4
5
Kirk Capital Advisors LLC logo Kirk Capital Advisors LLC
Low 34
135
4
5
Bluestar Wealth Management
Low 34
68
2
2
Integrated Planning & Wealth Management, LLC logo Integrated Planning & Wealth Management, LLC
Low 34
136
4
7
Five Mile River Investment Management, LLC logo Five Mile River Investment Management, LLC
Low 34
103
3
4
Reflection Asset Management logo Reflection Asset Management
Low 35
70
2
3
Bulwark Capital Corporation
Low 35
70
2
2
Evergreen Wealth Advisors logo Evergreen Wealth Advisors
Low 36
142
4
18
Westhampton Capital logo Westhampton Capital
Low 36
142
4
4
Jp Wealth Management, Inc. logo Jp Wealth Management, Inc.
Low 36
71
2
2
KeyVantage Wealth Advisors logo KeyVantage Wealth Advisors
Low 36
143
4
5
Clearview Wealth Management logo Clearview Wealth Management
Low 36
144
4
4
Reichard Capital, LLC
Low 36
109
3
4
Steward Advisors Group, LLC logo Steward Advisors Group, LLC
Low 36
109
3
11
Hamilton Financial Planning LLC logo Hamilton Financial Planning LLC
Low 37
73
2
2
V.M. Manning & Co., Inc. logo V.M. Manning & Co., Inc.
Low 38
75
2
3
The Retirement Solutions Group logo The Retirement Solutions Group
Low 38
75
2
3
Datalign logo Datalign
Low 38
38
1
20
Imprint Wealth LLC
Low 38
76
2
7
Alpha Financial Management, Inc. logo Alpha Financial Management, Inc.
Low 38
115
3
4
Rogers Financial Advisory Group, LLC logo Rogers Financial Advisory Group, LLC
Low 39
116
3
3
JEHM Wealth & Retirement, LLC logo JEHM Wealth & Retirement, LLC
Low 39
116
3
6
Barnett & Co Inc logo Barnett & Co Inc
Low 39
116
3
5
Cornerstone Wealth Advisors, Inc. logo Cornerstone Wealth Advisors, Inc.
Low 39
155
4
4
Van Grouw Advisors, LLC
Low 39
78
2
3
Hayes Wealth Advisors, LLC logo Hayes Wealth Advisors, LLC
Low 40
120
3
3
Lifestyle Freedom Advisory Group, LLC logo Lifestyle Freedom Advisory Group, LLC
Typical 41
162
4
5
Harbour Wealth Management Group, Inc. logo Harbour Wealth Management Group, Inc.
Typical 41
122
3
3
F5 Financial Planning, L.L.C. logo F5 Financial Planning, L.L.C.
Typical 41
123
3
3
Lyon Wealth Advisors
Typical 41
123
3
3
Altamont Advisors LLC logo Altamont Advisors LLC
Typical 41
82
2
2
Dolan Capital Advisors, LLC logo Dolan Capital Advisors, LLC
Typical 42
83
2
4
TRICAPITAL Wealth Management, Inc. logo TRICAPITAL Wealth Management, Inc.
Typical 42
125
3
3
Southern Capital Management Corporation logo Southern Capital Management Corporation
Typical 43
85
2
2
IQ Capital Strategy LLC logo IQ Capital Strategy LLC
Typical 43
172
4
4
Wingstem Wealth, LLC logo Wingstem Wealth, LLC
Typical 43
86
2
8
Wiser Advisor Group logo Wiser Advisor Group
Typical 43
130
3
3
Global Value Investment Corporation logo Global Value Investment Corporation
Typical 44
174
4
11
Carroll Investors, Inc.
Typical 44
88
2
3
Dinergy logo Dinergy
Typical 44
88
2
4
Family Financial logo Family Financial
Typical 44
88
2
4
Tidal Creek Capital Advisors logo Tidal Creek Capital Advisors
Typical 44
177
4
4
Harvest Portfolio Management, LLC logo Harvest Portfolio Management, LLC
Typical 45
89
2
2
Cassia Capital Partners LLC logo Cassia Capital Partners LLC
Typical 45
178
4
5
Argo Wealth Advisory, LLC logo Argo Wealth Advisory, LLC
Typical 45
90
2
2
Portus Wealth Advisors, LLC logo Portus Wealth Advisors, LLC
Typical 45
135
3
4
C.W. O'Conner Wealth Advisors, Inc. logo C.W. O'Conner Wealth Advisors, Inc.
Typical 45
135
3
3
Objectivity Squared Wealth Management logo Objectivity Squared Wealth Management
Typical 45
181
4
6
Riverbend Wealth Management, LLC logo Riverbend Wealth Management, LLC
Typical 45
181
4
8
Investor Advisory Group logo Investor Advisory Group
Typical 46
183
4
4
Robbins Wealth Management logo Robbins Wealth Management
Typical 46
139
3
3
Timonier logo Timonier
Typical 47
186
4
8
Fee-Only Financial Planning, L.C. logo Fee-Only Financial Planning, L.C.
Typical 47
141
3
3
Strategic Advocates, LLC logo Strategic Advocates, LLC
Typical 47
141
3
3
Northeastern Financial Consultants, Inc. logo Northeastern Financial Consultants, Inc.
Typical 48
95
2
2
Dominion Wealth Management, LLC logo Dominion Wealth Management, LLC
Typical 48
144
3
3
Bey-Douglas, LLC Investment Counsel logo Bey-Douglas, LLC Investment Counsel
Typical 48
145
3
3
Focus Wealth Advisors LLC logo Focus Wealth Advisors LLC
Typical 49
98
2
2
Idle Hill Advisors LLC logo Idle Hill Advisors LLC
Typical 50
200
4
7
Allison Investment Management, LLC logo Allison Investment Management, LLC
Typical 50
100
2
2
Armor Investment Advisors, LLC logo Armor Investment Advisors, LLC
Typical 50
201
4
6
Q2 Wealth Management logo Q2 Wealth Management
Typical 50
151
3
3
Cardinal Retirement Planning, Inc. logo Cardinal Retirement Planning, Inc.
Typical 51
101
2
3
GatePass Capital, LLC logo GatePass Capital, LLC
Typical 51
152
3
8
Valor Wealth Partners logo Valor Wealth Partners
Typical 52
156
3
4
Totem Wealth Management LLC logo Totem Wealth Management LLC
Typical 53
105
2
3
Joseph Wealth Management, LLC logo Joseph Wealth Management, LLC
Typical 53
106
2
3
Blue Bear Financial, LLC logo Blue Bear Financial, LLC
Typical 54
163
3
6
Walls Investment Management Company logo Walls Investment Management Company
Typical 55
110
2
4
Coastal Wealth Advisors, LLC logo Coastal Wealth Advisors, LLC
Typical 55
110
2
2
A. J. Brooker Financial Associates logo A. J. Brooker Financial Associates
Typical 55
55
1
3
Detterbeck Wealth Management logo Detterbeck Wealth Management
Typical 55
165
3
6
Anderson Griggs Investments logo Anderson Griggs Investments
Typical 55
166
3
3
Arlen Capital, LLC logo Arlen Capital, LLC
Typical 56
222
4
6
Macroview Investment Management LLC logo Macroview Investment Management LLC
Typical 56
225
4
5
Loveland & Bastian Financial Services Group, LLC
Typical 57
170
3
3
My Wealth Management, Inc. logo My Wealth Management, Inc.
Typical 57
114
2
2
Hicks Financial Partners, LLC logo Hicks Financial Partners, LLC
Typical 57
114
2
2
D C Voss & Company, LLC
Typical 57
57
1
1
AdvisorsTrust Partners LLC logo AdvisorsTrust Partners LLC
Typical 57
172
3
6
YFP Wealth logo YFP Wealth
Typical 58
230
4
7
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
Taverik Capital, LLC logo Taverik Capital, LLC
Typical 59
117
2
10
Chancellor Wealth Management, Inc. logo Chancellor Wealth Management, Inc.
Typical 60
119
2
3
Oceanside Advisors LLC logo Oceanside Advisors LLC
Typical 60
240
4
5
Tassel Capital Management, Inc logo Tassel Capital Management, Inc
Typical 60
240
4
5
Warren Capital Group logo Warren Capital Group
Typical 60
181
3
3
Matune Basile Advisors logo Matune Basile Advisors
Typical 61
245
4
5
Investment Management Corporation logo Investment Management Corporation
Typical 61
184
3
6
Cunningham Wealth Management logo Cunningham Wealth Management
Typical 61
184
3
4
Brindle & Bay Financial Advisors, LLC logo Brindle & Bay Financial Advisors, LLC
Typical 61
184
3
4
Kinwell LLC logo Kinwell LLC
Typical 62
123
2
2
Atlantis Wealth Advisors LLC logo Atlantis Wealth Advisors LLC
Typical 62
248
4
4
Stravolo Wealth Management, LLC logo Stravolo Wealth Management, LLC
Typical 62
62
1
5
First City Capital Management Inc logo First City Capital Management Inc
Typical 63
251
4
6
Executive Money Managers, Inc. logo Executive Money Managers, Inc.
Typical 63
252
4
5
Van der Noord Financial Advisors, Inc. logo Van der Noord Financial Advisors, Inc.
Typical 63
126
2
4
Flying Point Financial, Inc. logo Flying Point Financial, Inc.
High 64
191
3
4
Barnes Dennig Private Wealth Management, LLC logo Barnes Dennig Private Wealth Management, LLC
High 64
191
3
7
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
Eagles Coast Wealth Management, LLC logo Eagles Coast Wealth Management, LLC
High 65
129
2
2
IA Network, LLC logo IA Network, LLC
High 65
259
4
5
Galleria Financial Advisors, LLC
High 66
132
2
2
Symmetry Capital Advisors LLC
High 66
66
1
5
One Life Financial Group, Inc. logo One Life Financial Group, Inc.
High 67
200
3
6
Audible Wealth Management logo Audible Wealth Management
High 67
269
4
5
Braun-Bostich & Associates Inc. logo Braun-Bostich & Associates Inc.
High 67
269
4
7
TandemGrowth Financial Advisors, LLC logo TandemGrowth Financial Advisors, LLC
High 67
202
3
4
Abbot Financial Management, Inc. logo Abbot Financial Management, Inc.
High 67
202
3
4
Black Cypress Capital logo Black Cypress Capital
High 68
68
1
4
Crossgen Wealth LLC logo Crossgen Wealth LLC
High 68
136
2
3
Moore Wealth logo Moore Wealth
High 68
204
3
6
Antonetti Capital Management, LLC logo Antonetti Capital Management, LLC
High 69
137
2
2
Banyan Capital Management, Inc. logo Banyan Capital Management, Inc.
High 69
137
2
3
Macaulay & Associates, LLC logo Macaulay & Associates, LLC
High 69
137
2
4
First Wilshire Securities Management, Inc. logo First Wilshire Securities Management, Inc.
High 69
275
4
9
Crown Private Wealth, LLC logo Crown Private Wealth, LLC
High 69
138
2
3
J. Benjamin Financial, LLC logo J. Benjamin Financial, LLC
High 69
138
2
4
Conscious Capital Wealth Management, LLC logo Conscious Capital Wealth Management, LLC
High 69
207
3
5
Zermatt Wealth Partners logo Zermatt Wealth Partners
High 70
209
3
6
Income & Asset Advisory, Inc. logo Income & Asset Advisory, Inc.
High 70
279
4
4
The Financial Legacy Group
High 71
141
2
3
Marks Wealth Management logo Marks Wealth Management
High 71
283
4
5
Stewardship Partners Investment Counsel, Inc. logo Stewardship Partners Investment Counsel, Inc.
High 71
142
2
4
Muirfield Wealth Advisors LLC logo Muirfield Wealth Advisors LLC
High 72
143
2
3
Investable Wealth, LLC logo Investable Wealth, LLC
High 72
143
2
2
Veritas Wealth Management LLC logo Veritas Wealth Management LLC
High 74
147
2
4
Copperleaf Capital, LLC logo Copperleaf Capital, LLC
High 74
297
4
7
Fiduciary Capital, Inc. logo Fiduciary Capital, Inc.
High 75
298
4
5
Integrative Planning, Inc. logo Integrative Planning, Inc.
High 75
224
3
6
The Marin Group Inc. logo The Marin Group Inc.
High 75
150
2
2
Davidson Wealth Management LLC logo Davidson Wealth Management LLC
High 76
228
3
5
Lang Capital logo Lang Capital
High 76
152
2
5
Bontempo Ohly Capital Management, LLC
High 77
153
2
6
Capital Management LLC logo Capital Management LLC
High 77
232
3
3
Oak Street Advisors logo Oak Street Advisors
High 78
155
2
2
Felton & Peel Wealth Management, Inc. logo Felton & Peel Wealth Management, Inc.
High 78
78
1
5
Pointer Financial Advisors LLC logo Pointer Financial Advisors LLC
High 79
157
2
5
Integrated Planning LLC
High 81
161
2
2
Seastrunk Financial Management, LLC logo Seastrunk Financial Management, LLC
High 81
161
2
2
Eastover Capital Management logo Eastover Capital Management
High 81
242
3
4
Investable logo Investable
High 81
81
1
4
Goepper Burkhardt LLC logo Goepper Burkhardt LLC
High 81
243
3
5
WMGNA logo WMGNA
High 82
326
4
9
Wealthspan Investment Management, LLC logo Wealthspan Investment Management, LLC
High 82
326
4
5
Harvest Capital Assets, LLC logo Harvest Capital Assets, LLC
High 82
246
3
3
Red Triangle, LLC logo Red Triangle, LLC
High 82
164
2
3
Advanced Planning, Inc. logo Advanced Planning, Inc.
High 82
164
2
4
Wallick Investments, LLC logo Wallick Investments, LLC
High 82
247
3
5
Runey & Associates Wealth Management logo Runey & Associates Wealth Management
High 83
165
2
3
Trademark Capital Management Inc. logo Trademark Capital Management Inc.
High 83
330
4
7
Exchange Place Advisors, LLC
High 83
248
3
3
McGinn Penninger Investment Management Inc. logo McGinn Penninger Investment Management Inc.
High 83
331
4
5
HFG Capital logo HFG Capital
High 83
166
2
2
Brighter Financial Capital Management, LLC logo Brighter Financial Capital Management, LLC
High 83
332
4
4
Graylark Financial, LLC logo Graylark Financial, LLC
High 83
83
1
3
Strategic Advisory Partners logo Strategic Advisory Partners
High 83
333
4
8
Steadmont Advisors, LLC logo Steadmont Advisors, LLC
High 83
333
4
5
Hardwick Capital Management, LLC logo Hardwick Capital Management, LLC
High 84
167
2
2
COMPASS Wealth Management, LLC logo COMPASS Wealth Management, LLC
High 84
168
2
4
Klein Pavlis & Peasley Financial, Inc. logo Klein Pavlis & Peasley Financial, Inc.
High 84
336
4
5
Diazo, LLC logo Diazo, LLC
High 85
339
4
9
Scipio Financial LLC logo Scipio Financial LLC
High 86
171
2
3
Catawba River Capital logo Catawba River Capital
High 86
257
3
4
The Monitor Group, Inc. logo The Monitor Group, Inc.
High 87
174
2
3
Davis Investment Partners, LLC logo Davis Investment Partners, LLC
High 87
174
2
3
Mutual Trust Advisory Group logo Mutual Trust Advisory Group
High 88
176
2
3
Legacy Planning Advisors, LLC logo Legacy Planning Advisors, LLC
High 88
265
3
8
Novus Advisors logo Novus Advisors
High 89
267
3
5
Snider Advisors logo Snider Advisors
High 89
357
4
4
Omc Financial Services Ltd logo Omc Financial Services Ltd
High 90
269
3
7
October Effect Ltd. logo October Effect Ltd.
High 90
360
4
4
Integrity Capital Management logo Integrity Capital Management
High 90
361
4
4
TJT Capital Group, LLC logo TJT Capital Group, LLC
High 91
181
2
4
Auour Investments LLC logo Auour Investments LLC
High 91
363
4
7
Beacon Financial Advisers, Inc. logo Beacon Financial Advisers, Inc.
High 91
91
1
3
Coordinated Financial Planning Corp logo Coordinated Financial Planning Corp
High 92
367
4
6
Ironwood Wealth Management, Inc.
High 92
276
3
3
Innovative Family Office LLC logo Innovative Family Office LLC
High 92
276
3
8
Magnolia Financial Planning Services, Inc.
High 92
276
3
4
The Private Investment Group, Inc. logo The Private Investment Group, Inc.
High 92
184
2
4
Applewhite & Buys Financial Advisors logo Applewhite & Buys Financial Advisors
High 93
185
2
2
Coastline Complete Wealth LLC logo Coastline Complete Wealth LLC
High 93
186
2
3
Horizons Wealth Management logo Horizons Wealth Management
High 94
281
3
4
WealthPoint Advisors logo WealthPoint Advisors
High 94
375
4
7
Parvin Asset Management, LLC logo Parvin Asset Management, LLC
High 94
94
1
6
The Bedminster Group logo The Bedminster Group
High 95
189
2
3
First Financial Group logo First Financial Group
High 95
378
4
4
Daner Wealth Management, LLC logo Daner Wealth Management, LLC
High 95
190
2
2
360 Financial Partners, LLC logo 360 Financial Partners, LLC
High 95
285
3
3
VCP Financial LLC logo VCP Financial LLC
High 96
385
4
5
Portfolio Strategies Inc logo Portfolio Strategies Inc
High 96
289
3
5
Summit Capital Inc. logo Summit Capital Inc.
High 97
193
2
3
Alere Planning LLC logo Alere Planning LLC
High 98
195
2
3
Cornerstone Wealth Planning logo Cornerstone Wealth Planning
High 98
195
2
5
Wynn Capital logo Wynn Capital
High 98
293
3
4
Ruggiero Investments logo Ruggiero Investments
High 98
392
4
5
Charleston Financial Advisors, LLC logo Charleston Financial Advisors, LLC
High 98
196
2
5
Ticino Wealth logo Ticino Wealth
High 99
296
3
4
Bay Harbor Wealth Management, LLC logo Bay Harbor Wealth Management, LLC
High 99
396
4
6
Law & Associates Inc logo Law & Associates Inc
High 99
297
3
6
Merryfield Barnes, LLC logo Merryfield Barnes, LLC
High 100
200
2
4
Hayek Kallen Investment Management L.L.C. logo Hayek Kallen Investment Management L.L.C.
High 100
200
2
3
Z3 Capital Partners logo Z3 Capital Partners
High 101
303
3
5
Park Square Financial Group LLC logo Park Square Financial Group LLC
High 101
404
4
5
Nicholson Wealth Management Group logo Nicholson Wealth Management Group
High 103
205
2
4
Clarion Wealth Management Partners logo Clarion Wealth Management Partners
High 103
411
4
8
Cairn Investment Group logo Cairn Investment Group
High 103
309
3
6
FamilyWealth Asset Management logo FamilyWealth Asset Management
High 103
413
4
4
Gragg Financial logo Gragg Financial
High 103
310
3
12
Convergent Financial Group logo Convergent Financial Group
High 105
210
2
3
Act Advisors logo Act Advisors
High 105
420
4
10
Strategic Wealth Partners LLC logo Strategic Wealth Partners LLC
Very High 106
212
2
4
Main Advisory, Inc. logo Main Advisory, Inc.
Very High 107
214
2
4
Cobblestone Asset Management logo Cobblestone Asset Management
Very High 108
432
4
4
Incompass Financial Partners, LLC logo Incompass Financial Partners, LLC
Very High 108
325
3
6
AllSquare Wealth Management, LLC logo AllSquare Wealth Management, LLC
Very High 109
436
4
5
Rede Wealth, LLC logo Rede Wealth, LLC
Very High 110
219
2
4
Cascades Capital Asset Management, LLC logo Cascades Capital Asset Management, LLC
Very High 110
329
3
3
Bluefin Financial logo Bluefin Financial
Very High 110
329
3
4
Wealth Rabbit logo Wealth Rabbit
Very High 110
220
2
3
MFA Wealth Services logo MFA Wealth Services
Very High 112
224
2
3
McCollum Christoferson Group, LLC logo McCollum Christoferson Group, LLC
Very High 112
337
3
6
Broadlake Financial Management logo Broadlake Financial Management
Very High 113
451
4
5
Peachtree Investment Partners, LLC logo Peachtree Investment Partners, LLC
Very High 114
227
2
2
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
Concorde Financial Resources logo Concorde Financial Resources
Very High 116
231
2
2
Aldebaran Financial Inc logo Aldebaran Financial Inc
Very High 117
350
3
8
White Oak Financial Management, Inc logo White Oak Financial Management, Inc
Very High 117
350
3
3
Oaktrust Wealth Advisors, LLC logo Oaktrust Wealth Advisors, LLC
Very High 118
236
2
3
Carolina Financial Advisors, Inc. logo Carolina Financial Advisors, Inc.
Very High 118
473
4
7
Charlotte Wealth Management, LLC logo Charlotte Wealth Management, LLC
Very High 119
237
2
2
Roxbury Financial logo Roxbury Financial
Very High 120
239
2
3
Calvert Wealth Management, Inc. logo Calvert Wealth Management, Inc.
Very High 120
360
3
4
Northstar Advisory Group, LLC logo Northstar Advisory Group, LLC
Very High 120
361
3
9
Norris Financial Group, LLC logo Norris Financial Group, LLC
Very High 121
362
3
6
Pursuit Wealth Strategies, LLC logo Pursuit Wealth Strategies, LLC
Very High 121
483
4
7
Collie Financial Planning, Inc. logo Collie Financial Planning, Inc.
Very High 121
242
2
2
Founder Family Financial, LLC logo Founder Family Financial, LLC
Very High 121
121
1
3
Florin Pensions LLC logo Florin Pensions LLC
Very High 121
485
4
5
Hanover Advisors, Inc logo Hanover Advisors, Inc
Very High 122
365
3
3
Murphy Wealth Management Group logo Murphy Wealth Management Group
Very High 122
367
3
6
Rachor Investment Advisory Services, LLC logo Rachor Investment Advisory Services, LLC
Very High 123
490
4
16
GuidedQuest, LLC logo GuidedQuest, LLC
Very High 124
247
2
4
Taylor Financial Group, Inc. logo Taylor Financial Group, Inc.
Very High 125
498
4
6
Leslie Global Wealth, LLC logo Leslie Global Wealth, LLC
Very High 127
380
3
6
Townsend Asset Management Corp. logo Townsend Asset Management Corp.
Very High 127
382
3
7
Pierson Wealth Management logo Pierson Wealth Management
Very High 128
255
2
3
Steinberganna Wealth Management LLC logo Steinberganna Wealth Management LLC
Very High 130
259
2
3
Jericho Financial logo Jericho Financial
Very High 130
390
3
3
Dorman Financial Management, P.A. logo Dorman Financial Management, P.A.
Very High 131
262
2
2
Wildes Financial Strategies, Inc logo Wildes Financial Strategies, Inc
Very High 132
395
3
8
Intentional logo Intentional
Very High 132
395
3
3
LUMINIST Capital, LLC logo LUMINIST Capital, LLC
Very High 133
530
4
4
Atlas Financial Advisors, Inc. logo Atlas Financial Advisors, Inc.
Very High 133
266
2
3
Advisifi LLC logo Advisifi LLC
Very High 133
133
1
6
Kennedy Wealth & Tax Management, LLC logo Kennedy Wealth & Tax Management, LLC
Very High 133
133
1
4
Mullooly Asset Management, Inc. logo Mullooly Asset Management, Inc.
Very High 133
533
4
4
Agemy Wealth Advisors, LLC logo Agemy Wealth Advisors, LLC
Very High 135
404
3
6
WealthFD logo WealthFD
Very High 135
406
3
16
LDN Wealth, LLC logo LDN Wealth, LLC
Very High 136
271
2
5
AMFG Wealth Management LLC logo AMFG Wealth Management LLC
Very High 137
547
4
4
Perkins Capital Management Inc logo Perkins Capital Management Inc
Very High 137
137
1
9
Kovalcik & Geraghty Wealth Partners LLP logo Kovalcik & Geraghty Wealth Partners LLP
Very High 139
277
2
4
H. L. Ormond & Company, LLC logo H. L. Ormond & Company, LLC
Very High 139
277
2
3
C2G Capital Management LLC logo C2G Capital Management LLC
Very High 140
140
1
3
Hergenroeder Financial Advisors, Inc. logo Hergenroeder Financial Advisors, Inc.
Very High 140
421
3
6
Advisor.com logo Advisor.com
Very High 142
426
3
12
The Pitti Group Wealth Management, LLC logo The Pitti Group Wealth Management, LLC
Very High 142
568
4
6
BIG Investment Services logo BIG Investment Services
Very High 142
569
4
8
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors logo R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Very High 144
287
2
3
Candace Shira Associates, LLC logo Candace Shira Associates, LLC
Very High 144
431
3
4
Castle Financial & Retirement Planning Associates Inc logo Castle Financial & Retirement Planning Associates Inc
Very High 146
146
1
6
TruNorth Financial Services, Inc. logo TruNorth Financial Services, Inc.
Very High 146
439
3
6
D & G Advisory Group, L.L.C. logo D & G Advisory Group, L.L.C.
Very High 147
293
2
3
Grandview Asset Management LLC logo Grandview Asset Management LLC
Very High 152
606
4
9
Generouswealth, LLC logo Generouswealth, LLC
Very High 153
305
2
3
Canterbury Capital Wealth Management, LLC logo Canterbury Capital Wealth Management, LLC
Very High 153
305
2
7
Southeast Financial Advisors logo Southeast Financial Advisors
Very High 154
308
2
2
Redwood Financial Planning, LLC logo Redwood Financial Planning, LLC
Very High 155
621
4
4
Pawleys Investment Advisors, LLC logo Pawleys Investment Advisors, LLC
Very High 158
315
2
2
J. L. Perkins Wealth Management, LLC logo J. L. Perkins Wealth Management, LLC
Very High 159
317
2
7
Sard Wealth Management Group, LLC logo Sard Wealth Management Group, LLC
Very High 160
319
2
3
Lakeshore Financial Planning Inc. logo Lakeshore Financial Planning Inc.
Very High 164
491
3
5
Legacy Wealth Management Inc. logo Legacy Wealth Management Inc.
Very High 166
665
4
10
The Nalls Sherbakoff Group, LLC logo The Nalls Sherbakoff Group, LLC
Very High 167
500
3
5
Quest 10 Wealth Builders, Inc. logo Quest 10 Wealth Builders, Inc.
Very High 168
503
3
8
Tim Looney Investments, LLC logo Tim Looney Investments, LLC
Very High 168
504
3
4
Carswell Investments, LLC logo Carswell Investments, LLC
Very High 171
171
1
2
FSC Wealth Advisors, LLC logo FSC Wealth Advisors, LLC
Very High 172
686
4
5
Taylor Hoffman Capital Management logo Taylor Hoffman Capital Management
Very High 172
516
3
5
Hilton Head Financial Advisors, Inc.
Very High 172
172
1
3
First Financial Advisory Services Inc logo First Financial Advisory Services Inc
Very High 172
516
3
7
Hall Capital Management Company, Inc. logo Hall Capital Management Company, Inc.
Very High 173
519
3
9
Antoine Williams & Associates Wealth Management, LLC logo Antoine Williams & Associates Wealth Management, LLC
Very High 175
349
2
3
Fusion Capital, LLC logo Fusion Capital, LLC
Very High 175
700
4
6
IntelliVest Wealth Management logo IntelliVest Wealth Management
Very High 176
351
2
2
Presper Financial Architects, LLC logo Presper Financial Architects, LLC
Very High 178
533
3
10
Saos Capital, LLC logo Saos Capital, LLC
Very High 179
536
3
4
Lighthouse Retirement logo Lighthouse Retirement
Very High 182
182
1
1
Bountiful Investment Management LLC logo Bountiful Investment Management LLC
Very High 187
560
3
3
Tuttle Wealth Partners LLC logo Tuttle Wealth Partners LLC
Very High 188
565
3
5
Cornerstone Wealth Management Group logo Cornerstone Wealth Management Group
Very High 189
567
3
6
Accelerated Wealth Advisors LLC logo Accelerated Wealth Advisors LLC
Very High 189
568
3
10
Fund Advisors of America Inc
Very High 195
585
3
3
Sanders & Scott, CHFC
Very High 196
392
2
3
Graney & King, LLC logo Graney & King, LLC
Very High 198
791
4
4
Adirondack Financial Services Corp logo Adirondack Financial Services Corp
Very High 199
596
3
16
The Pension Group logo The Pension Group
Very High 200
599
3
9
Virtus Financial Partners logo Virtus Financial Partners
Very High 201
602
3
6
Brown Financial Advisors, LLC logo Brown Financial Advisors, LLC
Very High 201
602
3
3
Axiom Investment Management LLC
Very High 201
201
1
10
C F Parks Inc logo C F Parks Inc
Very High 202
202
1
7
Integrity Wealth Advisors, LLC logo Integrity Wealth Advisors, LLC
Very High 205
818
4
10
Cornerstone Alternatives logo Cornerstone Alternatives
Very High 205
410
2
6
TRUFP logo TRUFP
Very High 205
820
4
8
Bodnar Financial Advisors, Inc. logo Bodnar Financial Advisors, Inc.
Very High 205
410
2
2
Stern Capital Management, Inc. logo Stern Capital Management, Inc.
Very High 216
649
3
3
Palouse Capital Management, Inc. logo Palouse Capital Management, Inc.
Very High 219
877
4
4
Joseph P. Lucia & Associates, LLC logo Joseph P. Lucia & Associates, LLC
Very High 221
662
3
5
Members Advisory Group, LLC logo Members Advisory Group, LLC
Very High 227
906
4
7
Peachtree Wealth Advisors, Inc logo Peachtree Wealth Advisors, Inc
Very High 227
453
2
3
Reliant Investment Partners, LLC logo Reliant Investment Partners, LLC
Very High 228
684
3
6
Adaptation Financial Advisors Inc. logo Adaptation Financial Advisors Inc.
Very High 230
690
3
4
Metis Wealth Management & Planning LLC logo Metis Wealth Management & Planning LLC
Very High 231
461
2
2
Safe Harbor Wealth Advisors, LLC logo Safe Harbor Wealth Advisors, LLC
Very High 232
463
2
3
Capital Wealth Investments logo Capital Wealth Investments
Very High 235
469
2
3
Palmetto Private Wealth, LLC logo Palmetto Private Wealth, LLC
Very High 239
478
2
3
Hammond Iles Wealth Advisors logo Hammond Iles Wealth Advisors
Very High 243
971
4
7
Paragon Financial Services logo Paragon Financial Services
Very High 243
729
3
7
M3 Wealth Management logo M3 Wealth Management
Very High 243
486
2
3
Socha Financial Group, LLC logo Socha Financial Group, LLC
Very High 245
734
3
6
Anchored Financial Planning LLC logo Anchored Financial Planning LLC
Very High 250
500
2
5
Capital and Planning, LLC logo Capital and Planning, LLC
Very High 259
517
2
2
CMG Capital Management Group, Inc. logo CMG Capital Management Group, Inc.
Very High 268
536
2
10
Successful Money Strategies Inc logo Successful Money Strategies Inc
Very High 273
273
1
3
Stokes Capital Advisors, LLC logo Stokes Capital Advisors, LLC
Very High 277
277
1
2
Hendley & Co. Inc. logo Hendley & Co. Inc.
Very High 281
281
1
5
Cramer & Rauchegger, Inc. logo Cramer & Rauchegger, Inc.
Very High 283
850
3
4
Rhino Wealth Management logo Rhino Wealth Management
Very High 285
285
1
3
Southwest Investment Advisors, Inc. logo Southwest Investment Advisors, Inc.
Very High 287
1,149
4
5
Ironwood Investment Management, LLC logo Ironwood Investment Management, LLC
Very High 288
288
1
8
In Touch Financial Services logo In Touch Financial Services
Very High 290
290
1
3
Masterplan Retirement Consultants logo Masterplan Retirement Consultants
Very High 290
290
1
6
Marmo Financial Group, LLC logo Marmo Financial Group, LLC
Very High 306
917
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
McKee Investment Planning, Inc. logo McKee Investment Planning, Inc.
Very High 324
647
2
2
San Blas Advisory, Inc. logo San Blas Advisory, Inc.
Very High 332
664
2
13
Sector Analysts LLC logo Sector Analysts LLC
Very High 339
677
2
4
Gunderson Capital Management logo Gunderson Capital Management
Very High 347
694
2
4
Bowen Wealth
Very High 359
359
1
4
Sapphire Blue Investment Partners logo Sapphire Blue Investment Partners
Very High 376
376
1
4
Guidance Capital, Inc. logo Guidance Capital, Inc.
Very High 378
756
2
10
Yeisley Wealth Solutions, Inc. logo Yeisley Wealth Solutions, Inc.
Very High 425
425
1
10
MFP Financial Services, LLC logo MFP Financial Services, LLC
Very High 428
1,284
3
5
Toomey Investment Management, Inc logo Toomey Investment Management, Inc
Very High 430
1,291
3
3
Pento Portfolio Strategies, LLC logo Pento Portfolio Strategies, LLC
Very High 437
874
2
3
Hardin Capital Partners, LLC logo Hardin Capital Partners, LLC
Very High 504
504
1
3
Wealth Management Corporation
Very High 547
1,641
3
6
Jackson Financial Services, LLC logo Jackson Financial Services, LLC
Very High 551
551
1
3
Diversified Resources, LLC logo Diversified Resources, LLC
Very High 640
640
1
6
Preston Investments logo Preston Investments
Very High 842
2,526
3
4
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