Clients per advisor for Supported firms serving clients in Texas

Most financial advisors serve between 50 and 90 clients, though the exact number varies based on the firm’s size, client focus, and service approach. This metric—clients per advisor—offers insight into how an advisor structures their practice and the kind of experience you might expect, from highly personalized attention to more streamlined, scalable service models.

In Texas, supported firms—those with one advisor plus staff or small teams of two to three advisors—tend to have a median of 59 clients per advisor, which is somewhat higher than the national median of 47. With over 4,000 such firms in the state, the distribution ranges broadly from about 9 to 227 clients per advisor. This suggests a diverse landscape where some advisors prioritize deeper, more relationship-driven service with fewer clients, while others manage larger client bases through efficient processes and team support. The variation reflects different practice designs rather than a one-size-fits-all approach, highlighting the balance between personalized attention and operational scale.

What this means for you is that there’s no single “right” number of clients per advisor. Lower client counts often indicate more individualized service, while higher counts may signal more scalable models that can offer lower minimums or fees. Use this metric alongside others to understand how an advisor’s approach aligns with your preferences for attention and cost. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Supported firms nationally 7,244 firms

Very Low 2-18 per advisor

Low 18-38

Typical 38-61

High 61-103

Very High 103-205

5th 20th 40th 60th 80th 95th

Median: 48

Firm	Client/advisor ratio	Clients	Advisors	Staff
Reppond Investments, Inc.	Low 30	90	3	4
Pysnik Financial, LLC	Low 30	60	2	2
Impact Advisors Group	Low 30	90	3	3
Blue Cypress Wealth Management, LLC	Low 30	60	2	2
Legacy Family Office, LLC	Low 30	30	1	3
FinSym Partners, LLC	Low 30	90	3	3
Catalyst Investment Management LLC	Low 30	60	2	4
Highmark, LLC	Low 30	60	2	2
Private Asset Management Inc	Low 30	60	2	4
Willkate Wealth Management, LLC	Low 30	30	1	4
August Wealth Group, Inc.	Low 30	60	2	2
Marathon Capital Management, LLC	Low 30	60	2	2
Benchmark Financial, LLC	Low 30	90	3	3
Thompson Wealth Management, Inc.	Low 30	30	1	6
Illumine Investment Management, LLC	Low 30	90	3	5
Demand Wealth	Low 30	60	2	3
Thomas Wright Asset Management, Inc.	Low 30	30	1	1
Goldfinch Financial, Inc.	Low 30	30	1	3
Yendrey Wealth Management LLC	Low 30	60	2	2
Omega Wealth Management LLC	Low 30	121	4	7
Open Window Financial Solutions, Ltd.	Low 30	91	3	6
Three Oaks Wealth	Low 30	91	3	4
LTG Capital LLC	Low 30	91	3	5
Align Financial Advisors, LLC	Low 30	91	3	3
Symphony Retirement Partners LLC	Low 30	91	3	3
Cypress Path Capital, LLC	Low 31	61	2	2
Stewards Advisory Services	Low 31	61	2	2
NorthStar Wealth Management, Inc.	Low 31	61	2	3
LiftPoint Family Wealth Advisors, LLC	Low 31	61	2	2
Sampatti financial llc	Low 31	61	2	2
Heritage Financial Advisory, LLC	Low 31	61	2	2
Sucre'-Vail Wealth Advisors	Low 31	61	2	4
Trillium Square Advisors LLC	Low 31	61	2	4
Rockingstone Advisors	Low 31	61	2	3
Private Group Wealth Management, LLC	Low 31	61	2	2
Manhattan Wealth Management Group	Low 31	61	2	2
Jupiter Wealth Management, LLC	Low 31	92	3	4
Cove Private Wealth, LLC	Low 31	92	3	3
Brightscape Investment Centers	Low 31	123	4	4
Collar Capital Management, LLC	Low 31	123	4	4
Hurley Wealth Management Group, Inc	Low 31	31	1	3
Capital South Wealth Management, LLC	Low 31	124	4	4
Brookline Wealth, LLC	Low 31	31	1	6
Forethought Planning LLC	Low 31	62	2	2
ABG Financial Services, Inc.	Low 31	62	2	2
Butler Financial Services	Low 31	62	2	4
Harding Financial Group	Low 31	93	3	5
Sharper & Granite LLC	Low 31	124	4	4
Genesis Advisors, LLC	Low 31	124	4	4
Wave Wealth Management, LLC	Low 31	62	2	2
Murray Securities, Inc.	Low 31	62	2	4
Incomar Investments, LLC	Low 31	62	2	2
Brennan Capital Management LLC	Low 31	62	2	2
Horizon Family Wealth, Inc.	Low 31	93	3	3
Dallas Financial Advisors, LLC	Low 31	124	4	4
Agate Pass Investment, LLC	Low 31	124	4	5
IronBridge Wealth Counsel, LLC	Low 31	31	1	3
Rexford Capital	Low 31	62	2	3
Bull Oak Capital, LLC	Low 31	125	4	7
Dorato Capital Management	Low 31	94	3	3
Van Strum & Towne Inc	Low 31	94	3	6
Oppenheimer + Close, LLC	Low 32	126	4	5
Clarity Capital Advisors, LLC	Low 32	63	2	2
Malvern Capital Management	Low 32	126	4	5
Lang Asset Management, Inc.	Low 32	63	2	2
Broadwing Capital Advisors, Inc.	Low 32	63	2	2
Bullogic Wealth Management	Low 32	63	2	2
Timberchase Financial, LLC	Low 32	126	4	7
Full of Grace Financial	Low 32	63	2	2
Interactive Wealth Advisors	Low 32	63	2	2
Family Steward Wealth Consulting®	Low 32	63	2	2
CIGX, LLC	Low 32	95	3	3
LoneTree Wealth Management	Low 32	95	3	4
HMV Wealth Advisors, LLC	Low 32	95	3	4
Nobles & Richards Advisors, LLC	Low 32	128	4	4
ABW, LLC	Low 32	64	2	2
ANCAP Financial	Low 32	64	2	2
South Shore Capital Advisors, LLC	Low 32	96	3	3
Keen Capital, Ltd	Low 32	96	3	11
Bennett Selby Investments, L.P.	Low 32	96	3	3
Madrid Wealth Management	Low 32	128	4	4
Truman Wealth Advisors	Low 32	96	3	3
Texas Institutional Investment Management, LLC	Low 32	64	2	3
Strategic Investment Advisors, Inc.	Low 32	64	2	2
Brazos Capital	Low 32	32	1	3
Olimpio Neu & Associates, Inc.	Low 32	64	2	3
The Sullivan Group	Low 32	96	3	3
CFG Wealth Management Services Inc	Low 32	64	2	2
Plan First Wealth LLC	Low 32	96	3	3
MCS Family Wealth Advisors	Low 32	64	2	2
Trellis Wealth Advisors, LLC	Low 32	128	4	4
Portland Investment Advisors, LLC.	Low 32	64	2	2
The Change Advisory Group, LLC	Low 32	64	2	3
Forza Wealth Management	Low 32	129	4	4
Planning Works Advisory, Inc.	Low 32	129	4	4
Drumond Wealth Management	Low 32	129	4	4
M&A Wealth	Low 32	97	3	5
Tactical Wealth Partners	Low 32	97	3	3
Virtue Asset Management LLC	Low 32	97	3	3
CS Advisors Inc.	Low 32	97	3	3
Round Table Investment Strategies, LLC	Low 32	97	3	4
Private Client Wealth Advisors, LLC	Low 32	97	3	3
Finwell, Inc.	Low 33	130	4	4
Bridge Financial Strategies	Low 33	65	2	4
Trinity Capital Management, LLC	Low 33	65	2	2
The Private Client Advisory Group, LLC	Low 33	130	4	4
Barton Financial Group LLC	Low 33	65	2	2
Strategic Wealth Capital	Low 33	65	2	5
Argyle Capital Management, LLC	Low 33	65	2	3
Taylor Stephens, Inc.	Low 33	65	2	2
Experience Your Wealth, LLC	Low 33	65	2	3
Main Street Financial	Low 33	98	3	4
Gutierrez Wealth Advisory, LLC	Low 33	132	4	4
Schutt Capital Management LLC	Low 33	66	2	3
Tenon Financial	Low 33	99	3	3
Amazonite Investments LLC	Low 33	66	2	2
Mittelman Wealth Management	Low 33	33	1	1
Abernathy Group II LLC	Low 33	33	1	4
EDK Advisory	Low 33	33	1	3
Great Path Planning	Low 33	66	2	3
RGA Investment Advisors, LLC	Low 33	99	3	4
TRG Capital Management, Inc.	Low 33	132	4	5
Kutz and Company Inc.	Low 33	66	2	2
Canaccord Genuity Wealth management	Low 33	66	2	31
King Wealth Advisors, LLC	Low 33	66	2	2
Trinity Wealth Advisors LLC	Low 33	132	4	8
Griffin Family Partners, LLC	Low 33	33	1	1
Taurus Financial	Low 33	66	2	2
Integrity Wealth Management, LLC	Low 33	99	3	3
Taconic Advisors	Low 33	133	4	6
North South Capital, LLC	Low 33	133	4	8
Financial Architects, LLC	Low 33	100	3	3
Footprints Asset Management & Research, Inc.	Low 33	100	3	3
Telos Wealth Advisors	Low 33	100	3	8
YES Wealth Management	Low 33	100	3	7
Sila FInancial, LLC	Low 33	100	3	3
World Market Advisors	Low 34	67	2	3
Marest Capital, LLC	Low 34	67	2	3
Lawson Kroeker Investment Management Inc	Low 34	134	4	7
SimplyRich	Low 34	67	2	2
Strategent Financial, LLC	Low 34	134	4	6
Lifetime Equity Investments LLC	Low 34	67	2	2
Crescendo Wealth Group LLC	Low 34	67	2	2
Envest Asset Management, LLC	Low 34	67	2	2
Seawise Financial, Inc.	Low 34	67	2	2
Aberle Investment Management LLC	Low 34	67	2	3
Royal Road Wealth Partners, LLC	Low 34	67	2	2
Fiduciary Trust Private Wealth Counsel LLC	Low 34	67	2	3
Eagle Wealth Advisors	Low 34	101	3	3
Camelot Wealth Management, LLC	Low 34	101	3	3
Kirk Capital Advisors LLC	Low 34	135	4	5
Integrated Wealthcare, LLC	Low 34	135	4	11
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Brass Capital	Low 34	68	2	5
Faykus Financial, LLC	Low 34	34	1	3
Veritas Financial Consulting LLC	Low 34	68	2	2
White Aspen Capital LLC	Low 34	68	2	2
Financial Decisions, LLC	Low 34	136	4	8
Bluestar Wealth Management	Low 34	68	2	2
MacKay Financial Planning, LLC	Low 34	68	2	2
ProActive Advisors, LLC	Low 34	68	2	4
The Quick Group LLC	Low 34	34	1	3
Greenwich Creek Capital Management, LLC	Low 34	68	2	2
Dorado Wealth Management LLC	Low 34	68	2	2
Toberman Becker Wealth, LLC	Low 34	102	3	3
Dean Wealth Management, LLC	Low 34	102	3	3
Strategy Cap, LLC	Low 34	68	2	2
Advanced Financial Strategies Inc	Low 34	137	4	6
Liberty Atlantic Advisors	Low 34	137	4	8
Peak Capital Management, LLC	Low 34	103	3	5
Blodgett Wealth Advisors, LLC	Low 34	103	3	3
Five Mile River Investment Management, LLC	Low 34	103	3	4
Core Wealth Management, LLC	Low 34	103	3	3
Ryan Investments	Low 35	138	4	7
McIntyre, Freedman & Flynn Investment Advisers, Inc.	Low 35	69	2	5
Hamsher Wealth Management, LLC	Low 35	69	2	2
Terra Nova Asset Management LLC	Low 35	69	2	2
Avid Planning	Low 35	69	2	2
CRIS Capital, Ltd.	Low 35	69	2	2
Total Wealth Advisors, LLC	Low 35	69	2	2
Gates Pass Advisors, LLC	Low 35	69	2	3
Chacon Diaz & Di Virgilio Wealth Management, LLC	Low 35	138	4	4
Align Wealth Management, LLC	Low 35	69	2	2
Sound Investment Management Inc	Low 35	140	4	4
Bruce Colin and Company	Low 35	35	1	1
Haws Financial Planning LLC	Low 35	105	3	5
Renew Wealth Management LLC	Low 35	35	1	3
Beacon Financial Strategies Corp.	Low 35	140	4	7
Relic Wealth Management LLC	Low 35	70	2	2
Nest Financial LLC	Low 35	70	2	2
Adolos Asset Management	Low 35	35	1	6
Provident Financial Planning, LLC	Low 35	70	2	2
Trinity Neches	Low 35	70	2	2
Cornerstone Investment Management and Consulting, LLC	Low 35	70	2	3
Galileo Planning Group, Inc.	Low 35	140	4	7
The McBride Group	Low 35	105	3	4
Nottinghill Investment Advisers, Ltd	Low 35	70	2	4
Matriarch Wealth Management, LLC	Low 35	70	2	3
Bridgewater Advisory Group LLC	Low 35	70	2	4
Attleboro Wealth Management LLC	Low 35	140	4	5
Washington Growth Strategies LLC	Low 35	35	1	1
Tenet Retirement Services LLC	Low 35	35	1	3
Schuler Wealth Planning LLC	Low 35	70	2	2
Pandora Wealth, Inc.	Low 35	105	3	7
Bulwark Capital Corporation	Low 35	70	2	2
Sidoxia Capital Management, LLC	Low 35	105	3	3
Mulholland & Kuperstock Asset Management, LLC	Low 35	70	2	2
Hoskin Capital	Low 35	70	2	4
CrossGrain Family Investments, LLC	Low 35	70	2	2
Thrive Retirement Specialists	Low 35	70	2	2
Keith McBride Financial Services Inc.	Low 35	70	2	2
Rainier Family Wealth, Inc.	Low 35	105	3	5
Arkenstone Financial, LLC	Low 35	141	4	4
Campion Asset Management, LLC	Low 35	106	3	3
Joseph Wealth Management, LLC	Low 35	106	3	3
3Roots Wealth Partners LLC	Low 35	106	3	3
Lyons Wealth Management	Low 35	106	3	4
R & R Financial	Low 36	71	2	2
Lifetime Capital Planning Group LLC	Low 36	71	2	2
Abundant Wealth Strategies	Low 36	71	2	2
Nottingham Wealth Partners, Inc.	Low 36	142	4	7
JDM Financial Group LLC	Low 36	142	4	4
Iron River Capital LLC	Low 36	142	4	5
CADE Group, Inc.	Low 36	71	2	2
Mindful Wealth	Low 36	71	2	2
Intrinsic Value Partners, LLC	Low 36	71	2	3
DGM Asset Management, L.L.C.	Low 36	71	2	2
James Curtis Financial And Insurance Services	Low 36	71	2	2
J.F. Williams Co., Inc.	Low 36	142	4	4
Goldenstone Wealth Management	Low 36	71	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Brooktree Capital Management Inc.	Low 36	71	2	2
Addicus Advisory, LLC	Low 36	142	4	23
Chiper Wealth Management, LLC	Low 36	107	3	3
Sound View Financial Advisors	Low 36	107	3	4
Red Spruce Capital, LLC	Low 36	143	4	4
KeyVantage Wealth Advisors	Low 36	143	4	5
Tessara Wealth	Low 36	143	4	6
Kanos Capital Management, LLC	Low 36	36	1	3
Pathway Advisors, LLC	Low 36	108	3	4
Wise Stewardship Financial Planning, LLC	Low 36	36	1	3
MarketTrend Advisors, Ltd.	Low 36	72	2	3
Optivest, Inc.	Low 36	108	3	4
Stinson Capital Management, LLC	Low 36	36	1	3
Lever Wealth Management	Low 36	36	1	3
Brady Family Wealth, LLC	Low 36	108	3	5
Quinley Stewardship LLC	Low 36	36	1	4
Horizons Planning Corporation	Low 36	144	4	4
Redwood Grove Wealth Management	Low 36	72	2	3
Slayton Lewis Inc	Low 36	72	2	5
Inland Financial Planning	Low 36	72	2	2
Mercantile Investment Advisors	Low 36	72	2	3
Cantu Tactical Wealth Management, Inc.	Low 36	72	2	2
McClure Investment Management, LLC	Low 36	72	2	3
Modern Financial Planning	Low 36	72	2	2
Montage Financial Advisors	Low 36	36	1	3
Penney Financial	Low 36	109	3	3
Combs Capital Partners	Low 36	109	3	3
Steward Advisors Group, LLC	Low 36	109	3	11
Shield Wealth Advisors	Low 36	109	3	3
Backbone Planning Partners LLC	Low 36	109	3	4
Wisdom Planning Group	Low 36	109	3	3
Client First Capital, LLC	Low 37	73	2	4
Tri-Star Advisors, Inc.	Low 37	73	2	4
Peltoma Capital Partners	Low 37	73	2	2
Sanders Retirement Planning LLC	Low 37	73	2	2
FMI Financial, Ltd.	Low 37	73	2	2
Monetary Management Group Inc	Low 37	146	4	6
Castle Island Wealth	Low 37	146	4	5
Hamilton Financial Planning LLC	Low 37	73	2	2
Havaplan Financial	Low 37	73	2	2
Flatrock Wealth Partners LLC	Low 37	73	2	5
McBroom & Associates, LLC	Low 37	110	3	4
Life Planning Partners, Inc.	Low 37	110	3	8
Lifepoint Planning	Low 37	110	3	3
Objective Capital Management, LLC	Low 37	110	3	4
Roserock Wealth Management, LLC	Low 37	74	2	2
Seneca Private Wealth, LLC	Low 37	37	1	5
Amoretti Wollman Capital Management	Low 37	111	3	3
Kingdom Capital Advisors, LLC	Low 37	74	2	2
Cathedral Square Capital	Low 37	37	1	3
Cedarwood Wealth	Low 37	111	3	3
Mike Wolters & Associates, Ltd.	Low 37	74	2	3
Northwest Criterion Asset Management, L.L.C.	Low 37	74	2	3
Coho Advisory Services, LLC	Low 37	148	4	4
Vineyard Wealth Advisory LLC	Low 37	74	2	2
Lightcap Financial Group, LLC	Low 37	74	2	7
Capital Asset Advisors LLC	Low 37	74	2	3
Yoder Wealth Management	Low 37	74	2	2
Transition Financial Advisors Group, LLC	Low 37	149	4	7
Victory Wealth Services, LLC	Low 37	149	4	4
Sage Stone Wealth Management LLC	Low 37	112	3	4
Wealth Planning Advisors LLC	Low 37	112	3	3
American Family Legacy Group	Low 37	112	3	3
DFS Advisory	Low 37	112	3	6
15 Equity	Low 37	112	3	7
CoCreate Financial	Low 37	112	3	3
Impact Capital, LLC	Low 37	112	3	4
Scratch Capital	Low 38	150	4	4
Nfwm	Low 38	75	2	2
Acap Asset Management, Inc.	Low 38	150	4	5
Colefp	Low 38	75	2	2
Rebellion Research	Low 38	75	2	4
Compass Rose Strategic Partners LLC	Low 38	150	4	6
Optimus Advisory Group	Low 38	75	2	2
Centerpiece Wealth Advisor	Low 38	75	2	2
Catum Advisory Group, LLC	Low 38	75	2	4
T/R Financial Management Group, LLC	Low 38	75	2	2
Hurst Capital Management	Low 38	75	2	3
Aldemar Research Corporation	Low 38	75	2	3
Traditions Wealth Advisors, LLC.	Low 38	75	2	11
Sagevest Wealth Management	Low 38	150	4	6
1776 Wealth LLC	Low 38	75	2	2
Alexander Beard (USA) Inc.	Low 38	75	2	3
7th Harvest Investments	Typical 38	113	3	3
Clearbrook Investment Management, LLC	Typical 38	113	3	3
Lynx Advisory Partners	Typical 38	113	3	7
Frontier Financial Partners, LLC	Typical 38	151	4	5
C.M.Bidwell & Associates Ltd	Typical 38	151	4	5
Fendz Asset Management, Inc.	Typical 38	76	2	2
Datalign	Typical 38	38	1	20
Wheels Up Wealth, Inc.	Typical 38	114	3	5
GS Investment Inc	Typical 38	76	2	4
Your Family Matters, LLP	Typical 38	38	1	3
Imprint Wealth LLC	Typical 38	76	2	7
Black Barn Financial, LLC	Typical 38	152	4	6
Silver Lake Advisory Partners, LLC	Typical 38	152	4	4
Equity Advisors of Kentucky Inc	Typical 38	114	3	3
Kentor Financial	Typical 38	76	2	5
Layline Advisors	Typical 38	114	3	4
EDMP, Inc.	Typical 38	114	3	3
LeClair Wealth Partners	Typical 38	152	4	4
OnTrack Wealth Management	Typical 38	76	2	2
30-40 Wealth Partners	Typical 38	38	1	3
Intentional Wealth Partners	Typical 38	152	4	4
Principia Wealth Advisory, LLC	Typical 38	152	4	5
Dynasty Financial Planners	Typical 38	38	1	3
FQI Capital Management LLC	Typical 38	76	2	2
Guided Capital Wealth Management, LLC	Typical 38	153	4	5
Financial Designs Wealth Management	Typical 38	115	3	6
Alpha Financial Management, Inc.	Typical 38	115	3	4
InSight, Corp.	Typical 38	115	3	3
Equilibria Wealth Management, LLC	Typical 38	115	3	3
Alpha Advisors, LLC	Typical 38	115	3	4
Weatherhelm Capital Management LLC	Typical 39	77	2	4
Pacific Canyon Investments	Typical 39	77	2	2
Essential Investment Partners, LLC	Typical 39	77	2	3
Mollot & Hardy, Inc.	Typical 39	77	2	2
Shea Financial Advisors	Typical 39	77	2	2
One Wild Life Advisors LLC	Typical 39	77	2	2
PMG Family Office, LLC	Typical 39	77	2	2
FinanciaLife Outfitters LLC	Typical 39	77	2	2
MD Wealth Management, LLC	Typical 39	77	2	2
Passport Wealth Management	Typical 39	77	2	3
Capital Advisory Group, Inc.	Typical 39	77	2	3
Pine Capital	Typical 39	77	2	2
Barnett & Co Inc	Typical 39	116	3	5
Dynamic Wealth Strategies, LLC	Typical 39	155	4	8
Shelton Wealth Management, LLC	Typical 39	155	4	4
Magnolia Wealth	Typical 39	155	4	7
NRG Wealth Management	Typical 39	155	4	5
Cornerstone Wealth Advisors, Inc.	Typical 39	155	4	4
Lakewood Asset Management, LLC	Typical 39	155	4	5
TrueWealth Financial Partners	Typical 39	156	4	4
Ciro Capital LLC	Typical 39	78	2	2
Paller Financial Services, Inc.	Typical 39	156	4	6
Franco Financial Advisors, Inc.	Typical 39	39	1	3
Altman Investment Management LLC	Typical 39	39	1	5
Zora Financial	Typical 39	78	2	4
Wealthnest Capital Inc.	Typical 39	78	2	2
Hyland Lake Partners	Typical 39	78	2	3
Rude Wealth Advisory	Typical 39	156	4	4
Integrated Investment Strategies,Inc.	Typical 39	156	4	4
Bourne Lent Asset Managament, Inc.	Typical 39	78	2	4
The Aranda Group Advisors, LLC	Typical 39	156	4	8
Cove Fort Capital, LLC	Typical 39	78	2	2
LBJ Family Wealth Advisors, Ltd.	Typical 39	78	2	2
McIntosh Capital Advisors, Inc.	Typical 39	78	2	2
Banta Asset Management LP	Typical 39	117	3	4
Mission Financial Planning, Inc.	Typical 39	117	3	3
N.V.N.G. Investments, Inc.	Typical 39	39	1	1
DeWitt And Dunn Financial Services, LLC	Typical 39	117	3	3
Lind Capital Partners	Typical 39	78	2	5
Lottsa Financial Services, Inc.	Typical 39	117	3	4
Value Investment Professionals, LLC	Typical 39	156	4	4
Zizzi Investments	Typical 39	78	2	3
Greystone Capital Partners Group LLC	Typical 39	157	4	4
Vigilare Wealth Management LLC	Typical 39	157	4	6
Schlindwein Associates LLC	Typical 39	118	3	4
Eiger Wealth Management, LLC	Typical 39	118	3	6
Sage Hill Capital	Typical 40	79	2	2
William Roane Skeeters, Inc.	Typical 40	79	2	3
Alspaugh Wealth Management	Typical 40	79	2	2
MD Wealth Partners, Inc	Typical 40	79	2	2
Truvize Financial Planning	Typical 40	79	2	2
Sensus Wealth Management Group LLC	Typical 40	79	2	4
Steele Street Capital LLC	Typical 40	79	2	3
Wise Wealth Management, LLC	Typical 40	79	2	2
Generations Wealth, LLC	Typical 40	79	2	10
White Pine Capital LLC	Typical 40	79	2	7
JMH Wealth Management, LLC	Typical 40	79	2	3
APM Wealth	Typical 40	79	2	3
Skyline Financial Northwest	Typical 40	119	3	3
Sage Wealth Planning	Typical 40	119	3	3
Integrity Financial Group	Typical 40	119	3	3
Fpfoco	Typical 40	119	3	4
DecisionMap Wealth Management, LLC	Typical 40	159	4	5
Rosenblum Silverman Sutton Sf Inc	Typical 40	159	4	5
Capstone Wealth	Typical 40	159	4	8
MB Gen Wealth	Typical 40	120	3	3
Apex Fiduciary Advisors LLC	Typical 40	80	2	2
Olympus Capital, LLC	Typical 40	80	2	3
Compass Financial Group, Inc.	Typical 40	120	3	6
Spencer Financial Strategies	Typical 40	80	2	2
Larsen Wealth Management	Typical 40	120	3	3
Hayes Wealth Advisors, LLC	Typical 40	120	3	3
Capital Asset Management, LLC	Typical 40	160	4	5
Provident Wealth Management	Typical 40	120	3	3
Bauer Wealth Management Inc.	Typical 40	160	4	4
The Wealth Conservatory	Typical 40	121	3	4
Lifestyle Freedom Advisory Group, LLC	Typical 41	162	4	5
Growth Horizons Wealth Management LLC	Typical 41	81	2	2
Oak Tree Wealth Management	Typical 41	81	2	2
Compound Wealth, Advisory and Tax LLC	Typical 41	81	2	5
Berkeley Advisors, Inc.	Typical 41	81	2	2
Parker Financial Advisors LLC	Typical 41	81	2	2
Minerva Planning Group	Typical 41	122	3	5
Darrow Wealth Management	Typical 41	122	3	5
Kahn Financial Group	Typical 41	122	3	3
Bryant & Brannock, LLC	Typical 41	122	3	3
Proper Financial, LLC	Typical 41	122	3	3
Harbour Wealth Management Group, Inc.	Typical 41	122	3	3
BENCHMARK INVESTMENT ADVISORS LLC	Typical 41	122	3	6
Orion Capital Management LLC	Typical 41	163	4	4
Figure 8 Investment Strategies LLC	Typical 41	163	4	7
Curtis Capital Advisors	Typical 41	82	2	2
Lummis Asset Management, L.P.	Typical 41	41	1	1
Northern Lights Advisors, Inc.	Typical 41	123	3	5
Opportunus Wealth Management, LLC	Typical 41	123	3	3
Crystal Cove Asset Management	Typical 41	82	2	2
Lyon Wealth Advisors	Typical 41	123	3	3
Argenta Wealth Management	Typical 41	82	2	3
F5 Financial Planning, L.L.C.	Typical 41	123	3	3
Santara Wealth Management LLC	Typical 41	82	2	2
Emergent Global Investments	Typical 41	82	2	4
Vestwyze, LLC	Typical 41	82	2	2
Investment Advisor Group	Typical 41	123	3	3
Avalon	Typical 41	41	1	3
Davis & Wehrle, LLC	Typical 41	82	2	2
Simonet Financial Group, LLC	Typical 41	82	2	3

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