Clients per advisor for Supported firms serving clients in Tennessee

In Tennessee, supported financial advisory firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 408 firms operating in this category, the median client load per advisor is around 80, well above the national median of 47. This suggests that Tennessee’s supported firms often adopt more scalable, process-driven approaches, enabling advisors to manage larger client bases efficiently. For consumers, this may indicate a greater emphasis on streamlined service models rather than highly personalized attention, reflecting a balance between accessibility and advisor capacity within the state’s financial advisory landscape.

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
Trutoro logo Trutoro
Very High 960
960
1
9
Chiron Capital Management, LLC logo Chiron Capital Management, LLC
Very High 896
896
1
6
Plan Confidence Corporation logo Plan Confidence Corporation
Very High 859
859
1
3
Preston Investments logo Preston Investments
Very High 842
2,526
3
4
Valor Financial Services, LLC logo Valor Financial Services, LLC
Very High 838
1,675
2
2
Tucker Financial Group logo Tucker Financial Group
Very High 810
2,429
3
3
Greenbridge Partners LLC
Very High 648
648
1
1
ADG Wealth Management Group, LLC logo ADG Wealth Management Group, LLC
Very High 555
555
1
4
Jackson Financial Services, LLC logo Jackson Financial Services, LLC
Very High 551
551
1
3
Wealth Management Corporation
Very High 547
1,641
3
6
Arta Finance logo Arta Finance
Very High 522
1,043
2
68
Hardin Capital Partners, LLC logo Hardin Capital Partners, LLC
Very High 504
504
1
3
Tony Walker Financial logo Tony Walker Financial
Very High 457
1,828
4
17
Pento Portfolio Strategies, LLC logo Pento Portfolio Strategies, LLC
Very High 437
874
2
3
MFP Financial Services, LLC logo MFP Financial Services, LLC
Very High 428
1,284
3
5
Polaris Financial, LLC logo Polaris Financial, LLC
Very High 426
852
2
2
Smith Asset Management Co., LLC logo Smith Asset Management Co., LLC
Very High 383
765
2
7
Guidance Capital, Inc. logo Guidance Capital, Inc.
Very High 378
756
2
10
Investments & Financial Planning, LLC logo Investments & Financial Planning, LLC
Very High 375
750
2
6
Gunderson Capital Management logo Gunderson Capital Management
Very High 347
694
2
4
GreenPortfolio Inc. logo GreenPortfolio Inc.
Very High 346
346
1
6
Ivanoff Wealth Management Inc. logo Ivanoff Wealth Management Inc.
Very High 329
657
2
3
McAlvany Wealth Management, LLC logo McAlvany Wealth Management, LLC
Very High 325
650
2
5
Security First Financial
Very High 320
639
2
2
Capasso Planning Partners LLC logo Capasso Planning Partners LLC
Very High 315
629
2
9
SavvyFi logo SavvyFi
Very High 307
307
1
15
Marmo Financial Group, LLC logo Marmo Financial Group, LLC
Very High 306
917
3
9
Langley Wealth Management, LLC logo Langley Wealth Management, LLC
Very High 304
1,216
4
9
Its Asset Management, L.P. logo Its Asset Management, L.P.
Very High 293
586
2
9
Ironwood Investment Management, LLC logo Ironwood Investment Management, LLC
Very High 288
288
1
8
Southwest Investment Advisors, Inc. logo Southwest Investment Advisors, Inc.
Very High 287
1,149
4
5
Bullseye Investment Management, LLC logo Bullseye Investment Management, LLC
Very High 280
1,120
4
6
Lockshield Partners, Inc. logo Lockshield Partners, Inc.
Very High 278
1,113
4
8
Servant Wealth Management LLC logo Servant Wealth Management LLC
Very High 277
277
1
4
Sanchez Gaunt Capital Management, LLC logo Sanchez Gaunt Capital Management, LLC
Very High 277
830
3
5
Copley Investment Management, LLC logo Copley Investment Management, LLC
Very High 269
537
2
2
CMG Capital Management Group, Inc. logo CMG Capital Management Group, Inc.
Very High 268
536
2
10
Senior Tax Advisory Group, Inc. logo Senior Tax Advisory Group, Inc.
Very High 267
802
3
6
Financial Management Advisors, Inc. logo Financial Management Advisors, Inc.
Very High 260
520
2
2
Capital and Planning, LLC logo Capital and Planning, LLC
Very High 259
517
2
2
Latko Wealth Management, Ltd. logo Latko Wealth Management, Ltd.
Very High 250
499
2
7
Walton Financial logo Walton Financial
Very High 248
248
1
4
TCM logo TCM
Very High 248
495
2
5
The Mentzer Group, LLC logo The Mentzer Group, LLC
Very High 246
246
1
4
Socha Financial Group, LLC logo Socha Financial Group, LLC
Very High 245
734
3
6
Sapiat Asset Management, LLC logo Sapiat Asset Management, LLC
Very High 239
239
1
3
P3 Wealth Management logo P3 Wealth Management
Very High 239
478
2
4
Safe Harbor Wealth Advisors, LLC logo Safe Harbor Wealth Advisors, LLC
Very High 232
463
2
3
Reliant Investment Partners, LLC logo Reliant Investment Partners, LLC
Very High 228
684
3
6
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
Kiker Wealth Management, LLC logo Kiker Wealth Management, LLC
Very High 224
894
4
9
Camelot Portfolios, LLC logo Camelot Portfolios, LLC
Very High 221
662
3
7
Blom & Howell Financial Planning, Inc. logo Blom & Howell Financial Planning, Inc.
Very High 209
417
2
3
Vision Wealth Management, Inc. logo Vision Wealth Management, Inc.
Very High 208
416
2
2
TRUFP logo TRUFP
Very High 205
820
4
8
Lexington Research and Capital Group, LLC
Very High 205
205
1
1
Integrity Wealth Advisors, LLC logo Integrity Wealth Advisors, LLC
Very High 205
818
4
10
Kirtland Financial Management, Inc. logo Kirtland Financial Management, Inc.
Very High 201
201
1
3
Axiom Investment Management LLC
Very High 201
201
1
10
Virtus Financial Partners logo Virtus Financial Partners
Very High 201
602
3
6
Adirondack Financial Services Corp logo Adirondack Financial Services Corp
Very High 199
596
3
16
Bates Financial Advisors, Inc. logo Bates Financial Advisors, Inc.
Very High 199
397
2
5
Sanders & Scott, CHFC
Very High 196
392
2
3
Fund Advisors of America Inc
Very High 195
585
3
3
MN Wealth Advisors, LLC logo MN Wealth Advisors, LLC
Very High 190
571
3
5
Accelerated Wealth Advisors LLC logo Accelerated Wealth Advisors LLC
Very High 189
568
3
10
Cornerstone Wealth Management Group logo Cornerstone Wealth Management Group
Very High 189
567
3
6
Greystone Financial Group, LLC logo Greystone Financial Group, LLC
Very High 189
566
3
8
Tuttle Wealth Partners LLC logo Tuttle Wealth Partners LLC
Very High 188
565
3
5
APO Financial Services, LLC logo APO Financial Services, LLC
Very High 181
542
3
7
Easley Investment Consultants, Inc. logo Easley Investment Consultants, Inc.
Very High 179
357
2
3
Financial Planning Center, LLP logo Financial Planning Center, LLP
Very High 177
354
2
2
Stride Investments, LLC logo Stride Investments, LLC
Very High 175
524
3
8
Taylor Hoffman Capital Management logo Taylor Hoffman Capital Management
Very High 172
516
3
5
Tingey Advisors Inc logo Tingey Advisors Inc
Very High 169
338
2
6
Tim Looney Investments, LLC logo Tim Looney Investments, LLC
Very High 168
504
3
4
The Nalls Sherbakoff Group, LLC logo The Nalls Sherbakoff Group, LLC
Very High 167
500
3
5
Bell & Brown Wealth Advisors, LLC logo Bell & Brown Wealth Advisors, LLC
Very High 167
500
3
3
Legacy Wealth Management Inc. logo Legacy Wealth Management Inc.
Very High 166
665
4
10
Evermont Wealth logo Evermont Wealth
Very High 165
496
3
4
William Madison Advisors, Inc. logo William Madison Advisors, Inc.
Very High 165
494
3
8
Proper Wealth logo Proper Wealth
Very High 162
485
3
7
Spectrum Wealth Advisory Group, LLC logo Spectrum Wealth Advisory Group, LLC
Very High 162
646
4
5
Kleinfelder Capital, Inc. logo Kleinfelder Capital, Inc.
Very High 160
481
3
5
MarketRiders logo MarketRiders
Very High 159
477
3
6
Blong Financial logo Blong Financial
Very High 157
314
2
2
Phillips Wealth Planners LLC logo Phillips Wealth Planners LLC
Very High 156
312
2
6
Redwood Financial Planning, LLC logo Redwood Financial Planning, LLC
Very High 155
621
4
4
Affinity Wealth LLC logo Affinity Wealth LLC
Very High 154
307
2
5
Canterbury Capital Wealth Management, LLC logo Canterbury Capital Wealth Management, LLC
Very High 153
305
2
7
AGP Franklin, LLC logo AGP Franklin, LLC
Very High 152
456
3
7
von Adelung Wealth Management logo von Adelung Wealth Management
Very High 148
296
2
5
Ferris Wheel Finance, Inc. logo Ferris Wheel Finance, Inc.
Very High 148
296
2
2
Sound Financial Strategies Group, LLC logo Sound Financial Strategies Group, LLC
Very High 148
590
4
7
Wilkerson Advisory Group LLC logo Wilkerson Advisory Group LLC
Very High 146
582
4
10
Wall Street Financial Group, Inc. logo Wall Street Financial Group, Inc.
Very High 142
425
3
3
KG Capital Management, LLC logo KG Capital Management, LLC
Very High 141
424
3
9
H. L. Ormond & Company, LLC logo H. L. Ormond & Company, LLC
Very High 139
277
2
3
AJ Advisors logo AJ Advisors
Very High 138
414
3
5
Hansen & Associates Financial Group Inc. logo Hansen & Associates Financial Group Inc.
Very High 136
545
4
4
Westmark Wealth Management logo Westmark Wealth Management
Very High 136
543
4
4
WealthFD logo WealthFD
Very High 135
406
3
16
Trendscast Financial LLC
Very High 134
267
2
2
Redwood Wealth Management Group, LLC logo Redwood Wealth Management Group, LLC
Very High 133
400
3
4
Advisifi LLC logo Advisifi LLC
Very High 133
133
1
6
Applied Capital logo Applied Capital
Very High 132
264
2
2
Wildes Financial Strategies, Inc logo Wildes Financial Strategies, Inc
Very High 132
395
3
8
Dorman Financial Management, P.A. logo Dorman Financial Management, P.A.
Very High 131
262
2
2
Jericho Financial logo Jericho Financial
Very High 130
390
3
3
Cosey Financial Services, Inc. logo Cosey Financial Services, Inc.
Very High 128
385
3
6
Moneywatch Advisors, Inc. logo Moneywatch Advisors, Inc.
Very High 128
384
3
6
Woodfield Financial Advisors, Inc. logo Woodfield Financial Advisors, Inc.
Very High 128
383
3
3
Brandon Financial Planning, Inc. logo Brandon Financial Planning, Inc.
Very High 126
252
2
5
Sterling Retirement Group of Sacramento logo Sterling Retirement Group of Sacramento
Very High 126
503
4
4
Rik Saylor Financial, Inc. logo Rik Saylor Financial, Inc.
Very High 125
376
3
5
Physician Family Financial Advisors Inc logo Physician Family Financial Advisors Inc
Very High 125
376
3
4
Hershey Financial Advisers, LLC logo Hershey Financial Advisers, LLC
Very High 125
499
4
6
Asset Management Group logo Asset Management Group
Very High 124
372
3
5
Retirement Planning Services logo Retirement Planning Services
Very High 124
248
2
6
Embark Wealth Management, LLC logo Embark Wealth Management, LLC
Very High 123
369
3
3
R.D. Smothers Wealth Management logo R.D. Smothers Wealth Management
Very High 123
245
2
11
Kenneth Frenke & Co logo Kenneth Frenke & Co
Very High 123
245
2
3
Rachor Investment Advisory Services, LLC logo Rachor Investment Advisory Services, LLC
Very High 123
490
4
16
Rinaldi Wealth Management, Inc. logo Rinaldi Wealth Management, Inc.
Very High 121
363
3
3
Collie Financial Planning, Inc. logo Collie Financial Planning, Inc.
Very High 121
242
2
2
Norris Financial Group, LLC logo Norris Financial Group, LLC
Very High 121
362
3
6
O'Connor Financial Group LLC logo O'Connor Financial Group LLC
Very High 118
355
3
6
Petix & Botte Financial logo Petix & Botte Financial
Very High 118
473
4
4
MainStreet Financial Planning, Inc. logo MainStreet Financial Planning, Inc.
Very High 117
350
3
6
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
Music Row Wealth Management logo Music Row Wealth Management
Very High 116
349
3
5
Ricketts Financial, LLC logo Ricketts Financial, LLC
Very High 115
115
1
3
Lighthouse Financial Services Inc logo Lighthouse Financial Services Inc
Very High 115
458
4
6
Principium Investments LLC logo Principium Investments LLC
Very High 114
227
2
3
Ipsen Advisor Group logo Ipsen Advisor Group
Very High 112
337
3
5
American Community Wealth Management, LLC logo American Community Wealth Management, LLC
Very High 112
449
4
5
MFA Wealth Services logo MFA Wealth Services
Very High 112
224
2
3
Turner Capital Investments, LLC logo Turner Capital Investments, LLC
Very High 111
333
3
4
Innovative Advisory Partners, LLC logo Innovative Advisory Partners, LLC
Very High 111
442
4
8
Triple Crown Wealth Management logo Triple Crown Wealth Management
Very High 109
217
2
3
Incompass Financial Partners, LLC logo Incompass Financial Partners, LLC
Very High 108
325
3
6
Kingsman Wealth Management Inc. logo Kingsman Wealth Management Inc.
Very High 108
216
2
3
Benson Wealth Management, Inc. logo Benson Wealth Management, Inc.
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
Physician Wealth Solutions logo Physician Wealth Solutions
Very High 107
107
1
1
Strategic Wealth Partners LLC logo Strategic Wealth Partners LLC
Very High 106
212
2
4
Cravens & Company Wealth Management logo Cravens & Company Wealth Management
Very High 106
211
2
6
ValueWealth Services, LLC logo ValueWealth Services, LLC
High 105
420
4
4
Act Advisors logo Act Advisors
High 105
420
4
10
Kassira Wealth Management, LLC logo Kassira Wealth Management, LLC
High 105
209
2
2
Brandywine Financial Group, Inc. logo Brandywine Financial Group, Inc.
High 104
208
2
2
New Perspectives, Inc. logo New Perspectives, Inc.
High 104
414
4
8
FamilyWealth Asset Management logo FamilyWealth Asset Management
High 103
413
4
4
Quality Financial Concepts logo Quality Financial Concepts
High 103
206
2
4
Biltmore Wealth Management, LLC logo Biltmore Wealth Management, LLC
High 102
307
3
4
Cambridge Financial Group, Inc. logo Cambridge Financial Group, Inc.
High 102
306
3
6
Park Square Financial Group LLC logo Park Square Financial Group LLC
High 101
404
4
5
Hull Wealth Management logo Hull Wealth Management
High 101
202
2
3
Hayek Kallen Investment Management L.L.C. logo Hayek Kallen Investment Management L.L.C.
High 100
200
2
3
Retirement Solutions Group logo Retirement Solutions Group
High 100
300
3
7
McBryar Advisory Services, Inc. logo McBryar Advisory Services, Inc.
High 100
200
2
3
NBZ Investment Advisors, LLC logo NBZ Investment Advisors, LLC
High 99
198
2
7
Financial Guidance Group, Inc. logo Financial Guidance Group, Inc.
High 97
291
3
5
Bills Asset Management logo Bills Asset Management
High 97
193
2
2
Waterstone Financial Advisory LLC logo Waterstone Financial Advisory LLC
High 95
285
3
5
Daner Wealth Management, LLC logo Daner Wealth Management, LLC
High 95
190
2
2
Duet Advisory Services LLC logo Duet Advisory Services LLC
High 94
282
3
7
Pring Turner logo Pring Turner
High 94
188
2
4
Elm3 Financial Group, LLC logo Elm3 Financial Group, LLC
High 94
282
3
5
Shorebreak Capital, LLC logo Shorebreak Capital, LLC
High 93
186
2
2
Steelhead Wealth Management logo Steelhead Wealth Management
High 93
278
3
7
Korving & Company LLC
High 93
278
3
3
Game Plan Financial Advisors, LLC logo Game Plan Financial Advisors, LLC
High 93
185
2
5
Emergent Wealth Advisors, LLC logo Emergent Wealth Advisors, LLC
High 93
370
4
4
Paul Manners & Associates, Inc. logo Paul Manners & Associates, Inc.
High 92
184
2
3
Coordinated Financial Planning Corp logo Coordinated Financial Planning Corp
High 92
367
4
6
Integrity Capital Management logo Integrity Capital Management
High 90
361
4
4
Northstar Financial Planners, Inc. logo Northstar Financial Planners, Inc.
High 90
358
4
8
Snider Advisors logo Snider Advisors
High 89
357
4
4
Novus Advisors logo Novus Advisors
High 89
267
3
5
Invested Advisors logo Invested Advisors
High 89
266
3
5
Argus Equity Partners, LLC logo Argus Equity Partners, LLC
High 89
177
2
2
WorthWhile Wealth Council logo WorthWhile Wealth Council
High 88
176
2
4
Unique Investment Advisors, LLC logo Unique Investment Advisors, LLC
High 88
175
2
2
Copperwood Financial logo Copperwood Financial
High 87
262
3
3
The Monitor Group, Inc. logo The Monitor Group, Inc.
High 87
174
2
3
Mainstream Capital Management logo Mainstream Capital Management
High 85
170
2
4
Brentview investment Management, LLC logo Brentview investment Management, LLC
High 85
169
2
6
Sentara Capital logo Sentara Capital
High 85
169
2
3
The Jenkins Group logo The Jenkins Group
High 84
251
3
5
Gainspoletti Wealth Planners logo Gainspoletti Wealth Planners
High 83
250
3
3
Steadmont Advisors, LLC logo Steadmont Advisors, LLC
High 83
333
4
5
ELLIS Financial Planning logo ELLIS Financial Planning
High 83
330
4
7
Brooks, Moore & Associates, Inc. logo Brooks, Moore & Associates, Inc.
High 83
165
2
5
Roan Capital Partners logo Roan Capital Partners
High 82
328
4
5
Hamilton Capital Partners, LLC logo Hamilton Capital Partners, LLC
High 82
163
2
5
Goepper Burkhardt LLC logo Goepper Burkhardt LLC
High 81
243
3
5
Prudent Man Investment Management logo Prudent Man Investment Management
High 81
243
3
4
Investable logo Investable
High 81
81
1
4
Shayne & Jacobs, LLC logo Shayne & Jacobs, LLC
High 80
160
2
5
Stone Bridge Asset Management, LLC logo Stone Bridge Asset Management, LLC
High 80
240
3
3
Portus Capital Management, LLC logo Portus Capital Management, LLC
High 79
238
3
3
Macco Financial Group, Inc. logo Macco Financial Group, Inc.
High 79
317
4
8
Cane Capital Partners, LLC logo Cane Capital Partners, LLC
High 79
315
4
5
Optimum Financial Services, LLC logo Optimum Financial Services, LLC
High 79
236
3
4
IQVestment, LLC logo IQVestment, LLC
High 78
235
3
5
Your Family Matters, LLP logo Your Family Matters, LLP
High 78
78
1
3
Allred Harris Wealth Management. logo Allred Harris Wealth Management.
High 78
312
4
6
Atlantic Wealth Partners, LLC logo Atlantic Wealth Partners, LLC
High 77
307
4
4
The Foundation Investment Group logo The Foundation Investment Group
High 76
151
2
6
GA Pincus Funds, LLC logo GA Pincus Funds, LLC
High 75
150
2
2
The Marin Group Inc. logo The Marin Group Inc.
High 75
150
2
2
HOLDER Wealth Management logo HOLDER Wealth Management
High 74
295
4
4
Ball & Company logo Ball & Company
High 74
147
2
4
Malaga Cove Capital, LLC logo Malaga Cove Capital, LLC
High 73
218
3
4
Cothran Capital, LLC logo Cothran Capital, LLC
High 73
145
2
2
Henry Bragg & Co. logo Henry Bragg & Co.
High 72
72
1
4
Investable Wealth, LLC logo Investable Wealth, LLC
High 72
143
2
2
Olive Branch Capital, LLC logo Olive Branch Capital, LLC
High 71
142
2
3
Stewardship Partners Investment Counsel, Inc. logo Stewardship Partners Investment Counsel, Inc.
High 71
142
2
4
NewSong Capital Management, Inc. logo NewSong Capital Management, Inc.
High 71
142
2
3
Rayburn West Financial Services logo Rayburn West Financial Services
High 71
141
2
2
The Sterling Group logo The Sterling Group
High 70
281
4
9
Pinnacle Wealth Management, LLC
High 70
139
2
2
Davenport Watts & Drake Investment Advisors, LLC logo Davenport Watts & Drake Investment Advisors, LLC
High 69
208
3
3
EFinancial Alliance, LLC logo EFinancial Alliance, LLC
High 69
208
3
5
Legacy Investment Services, LLC logo Legacy Investment Services, LLC
High 69
277
4
4
First Wilshire Securities Management, Inc. logo First Wilshire Securities Management, Inc.
High 69
275
4
9
First Family Wealth logo First Family Wealth
High 69
137
2
2
Jackson Wealth Inc logo Jackson Wealth Inc
High 69
137
2
2
Providence Wealth Management LLC logo Providence Wealth Management LLC
High 67
201
3
8
Luken Investment Analytics, LLC logo Luken Investment Analytics, LLC
High 67
267
4
6
Fortune Wealth Management, LLC logo Fortune Wealth Management, LLC
High 66
199
3
3
Galleria Financial Advisors, LLC
High 66
132
2
2
TRU Independence Asset Management 2, LLC logo TRU Independence Asset Management 2, LLC
High 66
263
4
33
Titan Investment Management LLC logo Titan Investment Management LLC
High 66
263
4
4
Silverberg Bernstein Capital Management
High 66
131
2
3
Genesis Investments logo Genesis Investments
High 66
262
4
4
White McGowan logo White McGowan
High 65
130
2
5
IA Network, LLC logo IA Network, LLC
High 65
259
4
5
Centerline Wealth Advisors, LLC logo Centerline Wealth Advisors, LLC
High 65
259
4
8
N1 Advisors logo N1 Advisors
High 65
194
3
7
Eagles Coast Wealth Management, LLC logo Eagles Coast Wealth Management, LLC
High 65
129
2
2
RMG Advisors logo RMG Advisors
High 64
192
3
6
LifePlan Financial Services, LP logo LifePlan Financial Services, LP
High 64
128
2
2
Birchcreek Wealth Management, LLC logo Birchcreek Wealth Management, LLC
High 64
191
3
5
Wills Financial Group, LLC logo Wills Financial Group, LLC
Typical 64
254
4
5
Ashdon Investment Management, LLC logo Ashdon Investment Management, LLC
Typical 63
63
1
6
Cairn Financial Group logo Cairn Financial Group
Typical 63
189
3
4
Integras Partners, LLC logo Integras Partners, LLC
Typical 62
187
3
5
American Financial Management, Ltd. logo American Financial Management, Ltd.
Typical 62
124
2
2
Davis, Davis and Conover Wealth Management, LLC logo Davis, Davis and Conover Wealth Management, LLC
Typical 62
186
3
3
Baynes Investment Counsel LLC logo Baynes Investment Counsel LLC
Typical 61
245
4
4
Oak Wealth Advisors LLC logo Oak Wealth Advisors LLC
Typical 61
182
3
7
Longview Financial Advisors, Inc. logo Longview Financial Advisors, Inc.
Typical 61
182
3
7
Marsh Wealth Management, LLC logo Marsh Wealth Management, LLC
Typical 60
181
3
6
360 Ira logo 360 Ira
Typical 60
180
3
3
Eddleman & Eddleman Inc logo Eddleman & Eddleman Inc
Typical 60
120
2
2
Meyer Gates Financial Advisors, Inc logo Meyer Gates Financial Advisors, Inc
Typical 59
177
3
6
Tyner Capital Management Investment Counsel, Inc.
Typical 59
59
1
2
Delta Wealth Advisors LLC logo Delta Wealth Advisors LLC
Typical 59
176
3
5
Thayer Financial, L.L.C. logo Thayer Financial, L.L.C.
Typical 59
117
2
3
Taverik Capital, LLC logo Taverik Capital, LLC
Typical 59
117
2
10
Mench Financial Inc logo Mench Financial Inc
Typical 58
175
3
4
RidgeBrooke Capital Management LLC logo RidgeBrooke Capital Management LLC
Typical 58
116
2
2
Summit Investment Advisory Group LLC logo Summit Investment Advisory Group LLC
Typical 58
116
2
3
Valiant Wealth, LLC logo Valiant Wealth, LLC
Typical 58
173
3
12
YFP Wealth logo YFP Wealth
Typical 58
230
4
7
Haynes Barker Investment Management, LLC logo Haynes Barker Investment Management, LLC
Typical 58
115
2
2
Wallace Hart Capital Management logo Wallace Hart Capital Management
Typical 57
227
4
5
Trumix Advisors logo Trumix Advisors
Typical 57
170
3
6
Ridgepath Capital Management LLC logo Ridgepath Capital Management LLC
Typical 56
112
2
5
Campbell Asset Management, LLC logo Campbell Asset Management, LLC
Typical 56
168
3
4
Kropog FInancial Group, LLC logo Kropog FInancial Group, LLC
Typical 55
221
4
7
FRAZEE Investment Consulting, Inc. logo FRAZEE Investment Consulting, Inc.
Typical 55
110
2
3
Stonekeep Investments, LLC logo Stonekeep Investments, LLC
Typical 55
110
2
2
HK Private Client, LLC logo HK Private Client, LLC
Typical 55
109
2
3
DCJ Global Wealth Management logo DCJ Global Wealth Management
Typical 54
108
2
3
Spurstone logo Spurstone
Typical 53
159
3
5
Longest & Young, LLC
Typical 52
104
2
2
Polaris Wealth Management, LLC logo Polaris Wealth Management, LLC
Typical 52
156
3
5
Opinicus logo Opinicus
Typical 52
207
4
7
Resilient Asset Management logo Resilient Asset Management
Typical 51
51
1
3
ProAthlete Wealth Management LLC logo ProAthlete Wealth Management LLC
Typical 51
203
4
5
Larimer Capital Corporation
Typical 51
101
2
4
Goodstein Wealth Management LLC logo Goodstein Wealth Management LLC
Typical 50
100
2
2
Ridgeline Wealth Advisors, LLC. logo Ridgeline Wealth Advisors, LLC.
Typical 50
199
4
7
Viable logo Viable
Typical 50
199
4
6
Balanced Plan Financial Investment Advisors, Inc. logo Balanced Plan Financial Investment Advisors, Inc.
Typical 50
149
3
3
GPWA, LLC logo GPWA, LLC
Typical 50
198
4
8
CW Securities, LLC
Typical 48
145
3
3
Wealthview Capital, LLC logo Wealthview Capital, LLC
Typical 48
191
4
9
W Advisors LLC logo W Advisors LLC
Typical 48
95
2
3
Stone Pillars Wealth Management logo Stone Pillars Wealth Management
Typical 47
47
1
3
Cardinal Wealth Advisory, LLC
Typical 47
94
2
3
Aspire Private Wealth Counsel, LLC logo Aspire Private Wealth Counsel, LLC
Typical 47
47
1
5
Strategic Advocates, LLC logo Strategic Advocates, LLC
Typical 47
141
3
3
Apogee Wealth Partners, LLC logo Apogee Wealth Partners, LLC
Typical 47
94
2
3
Certitude Advisors, LLC logo Certitude Advisors, LLC
Typical 47
93
2
4
SpraKer West Wealth Management, Inc logo SpraKer West Wealth Management, Inc
Typical 46
138
3
6
LFN Advisors Inc. logo LFN Advisors Inc.
Typical 45
179
4
4
Eaglestrong Financial logo Eaglestrong Financial
Typical 45
89
2
2
Commerce Advisors, LLC logo Commerce Advisors, LLC
Typical 44
133
3
6
Tidal Creek Capital Advisors logo Tidal Creek Capital Advisors
Typical 44
177
4
4
Wiser Advisor Group logo Wiser Advisor Group
Typical 43
130
3
3
Oak Springs Wealth Management, LLC logo Oak Springs Wealth Management, LLC
Typical 43
86
2
2
Lake Park Advisors logo Lake Park Advisors
Typical 43
86
2
2
Von Haefen Financial Management logo Von Haefen Financial Management
Typical 42
84
2
2
William Howard & Co. Financial Advisors, Inc. logo William Howard & Co. Financial Advisors, Inc.
Typical 42
167
4
10
Davies Financial Advisors, Inc. logo Davies Financial Advisors, Inc.
Typical 42
125
3
10
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
Main Street Investors, LLC logo Main Street Investors, LLC
Typical 41
123
3
3
BENCHMARK INVESTMENT ADVISORS LLC logo BENCHMARK INVESTMENT ADVISORS LLC
Typical 41
122
3
6
Greatdane Investment LLC logo Greatdane Investment LLC
Low 40
80
2
2
PNW Asset Management logo PNW Asset Management
Low 39
78
2
3
Barnett & Co Inc logo Barnett & Co Inc
Low 39
116
3
5
Weatherhelm Capital Management LLC logo Weatherhelm Capital Management LLC
Low 39
77
2
4
Datalign logo Datalign
Low 38
38
1
20
Frontier Financial Partners, LLC logo Frontier Financial Partners, LLC
Low 38
151
4
5
Optimus Advisory Group logo Optimus Advisory Group
Low 38
75
2
2
Evergreen Wealth Advisors logo Evergreen Wealth Advisors
Low 36
142
4
18
Adkins Asset Management LLC logo Adkins Asset Management LLC
Low 34
68
2
2
Sovereign Capital Vantage, Inc. logo Sovereign Capital Vantage, Inc.
Low 34
68
2
2
Miser Asset Management logo Miser Asset Management
Low 34
67
2
4
Griffin Family Partners, LLC logo Griffin Family Partners, LLC
Low 33
33
1
1
Alongside Wealth Advisors, LLC logo Alongside Wealth Advisors, LLC
Low 33
66
2
2
Amazonite Investments LLC
Low 33
66
2
2
Finwell, Inc. logo Finwell, Inc.
Low 33
130
4
4
Truman Wealth Advisors logo Truman Wealth Advisors
Low 32
96
3
3
Olimpio Neu & Associates, Inc.
Low 32
64
2
3
LoneTree Wealth Management logo LoneTree Wealth Management
Low 32
95
3
4
Mercury Investment Group logo Mercury Investment Group
Low 31
94
3
3
Harding Financial Group logo Harding Financial Group
Low 31
93
3
5
Mutual Trust Asset Mgmt., Inc.
Low 30
120
4
4
Propel Financial Advisors, LLC logo Propel Financial Advisors, LLC
Low 30
120
4
4
Highmark, LLC logo Highmark, LLC
Low 30
60
2
2
Piedmont Capital Management, LLC logo Piedmont Capital Management, LLC
Low 29
88
3
24
Five Oceans Advisors logo Five Oceans Advisors
Low 29
117
4
8
Fry Investment Advisors, Inc.
Low 29
58
2
2
Stivers Wealth Management logo Stivers Wealth Management
Low 29
57
2
2
Processus Wealth & Capital Management, LLC logo Processus Wealth & Capital Management, LLC
Low 29
57
2
2
Rooks Wealth Advisors, LLC logo Rooks Wealth Advisors, LLC
Low 29
57
2
2
Capital Advisors Wealth Management, LLC logo Capital Advisors Wealth Management, LLC
Low 29
57
2
2
Tradition Investment Management, LLC logo Tradition Investment Management, LLC
Low 29
57
2
2
Journey Beyond Wealth logo Journey Beyond Wealth
Low 27
109
4
6
Springlake Financial Partners logo Springlake Financial Partners
Low 27
54
2
2
Willow logo Willow
Low 27
108
4
5
Sterling Wealth Advisors, Inc. logo Sterling Wealth Advisors, Inc.
Low 27
80
3
7
BHK Securities, LLC logo BHK Securities, LLC
Low 26
103
4
8
Astra Ventures logo Astra Ventures
Low 25
50
2
2
Vantage Wealth Management LLC
Low 25
50
2
2
Illuminate Wealth Management logo Illuminate Wealth Management
Low 24
73
3
6
Soar Financial LLC logo Soar Financial LLC
Low 24
97
4
5
RBG Wealth Advisors LLC logo RBG Wealth Advisors LLC
Low 24
72
3
4
Sunbeam Capital Management, LLC
Low 24
47
2
3
Signify Wealth LLC logo Signify Wealth LLC
Low 24
94
4
17
Evolutionary Tree Capital Management, LLC logo Evolutionary Tree Capital Management, LLC
Low 24
47
2
5
Think Wealth Management
Low 22
44
2
2
Portfolio Audit, LLC
Low 22
43
2
3
Cedar Wealth Management logo Cedar Wealth Management
Low 21
64
3
4
Acropolis Partners, LLC
Very Low 21
42
2
2
Lexington Financial/Life Management, LLC logo Lexington Financial/Life Management, LLC
Very Low 21
41
2
6
Sage Investment Counsel logo Sage Investment Counsel
Very Low 20
79
4
4
Journey Financial Management, LLC logo Journey Financial Management, LLC
Very Low 19
77
4
4
Revolution Partners, LLC logo Revolution Partners, LLC
Very Low 19
76
4
6
Guaranty Private Wealth logo Guaranty Private Wealth
Very Low 18
35
2
4
Echelons Capital, LLC logo Echelons Capital, LLC
Very Low 17
34
2
2
Stapleton Asset Management, LLC logo Stapleton Asset Management, LLC
Very Low 17
33
2
3
Gulfstream Capital logo Gulfstream Capital
Very Low 17
66
4
4
J. Mark Nickell & Co. logo J. Mark Nickell & Co.
Very Low 16
49
3
3
Total Wealth Partners logo Total Wealth Partners
Very Low 16
31
2
2
Ethos Private Wealth logo Ethos Private Wealth
Very Low 15
46
3
3
A.G. Campbell Advisory, LLC logo A.G. Campbell Advisory, LLC
Very Low 15
61
4
5
MFO-USA Advisory, LLC
Very Low 15
15
1
3
Trusco Investment Management, LLC logo Trusco Investment Management, LLC
Very Low 15
30
2
2
High Knoll Wealth Advisors, LLC logo High Knoll Wealth Advisors, LLC
Very Low 15
44
3
3
Prospera Capital Management, LLC logo Prospera Capital Management, LLC
Very Low 15
44
3
3
Pugh Wealth Management, LLC logo Pugh Wealth Management, LLC
Very Low 14
27
2
3
Innovation Partners LLC logo Innovation Partners LLC
Very Low 13
26
2
305
Reeser Advisory Services Inc.
Very Low 13
26
2
2
Carr Capital Management logo Carr Capital Management
Very Low 13
25
2
2
Poxono Capital logo Poxono Capital
Very Low 13
50
4
4
Alphamont Funds logo Alphamont Funds
Very Low 13
25
2
2
Bonsai Advisors LLC logo Bonsai Advisors LLC
Very Low 12
35
3
12
Hunley Wealth Management LLC logo Hunley Wealth Management LLC
Very Low 11
34
3
3
J.P.Morgan Wealth Management Solutions Inc. logo J.P.Morgan Wealth Management Solutions Inc.
Very Low 11
32
3
65
TrueHaven Capital logo TrueHaven Capital
Very Low 10
19
2
2
SouthBridge Capital Partners LLC
Very Low 9
18
2
2
GT Investment Management, LLC logo GT Investment Management, LLC
Very Low 9
35
4
4
Uprise Advisers LLC logo Uprise Advisers LLC
Very Low 8
32
4
5
DP Grow LLC logo DP Grow LLC
Very Low 7
14
2
4
Upholdings logo Upholdings
Very Low 7
13
2
2
AD Deum Funds, LLC logo AD Deum Funds, LLC
Very Low 7
13
2
2
FSG Wealth Advisors, LLC logo FSG Wealth Advisors, LLC
Very Low 6
19
3
5
Shell Capital Management, LLC logo Shell Capital Management, LLC
Very Low 6
18
3
3
American Values Investments, Inc. logo American Values Investments, Inc.
Very Low 6
6
1
4
InvestGro LLC logo InvestGro LLC
Very Low 6
17
3
3
Canterbury Tollgate logo Canterbury Tollgate
Very Low 5
9
2
3
Investment Consulting Services, LLC logo Investment Consulting Services, LLC
Very Low 3
6
2
3
JB Wealth Advisors LLC logo JB Wealth Advisors LLC
Very Low 3
3
1
3
Maggi Investment Services, LLC logo Maggi Investment Services, LLC
Very Low 3
5
2
2
COR3 Investment Partners, LLC logo COR3 Investment Partners, LLC
Very Low 2
6
3
3
Foresight Investment Advisors, LLC
Very Low 1
3
3
4
Zacks Intelligence LLC logo Zacks Intelligence LLC
Very Low 1
1
1
7
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