Clients per advisor for Supported firms serving clients in Washington

In Washington, supported financial advisory firms tend to serve a higher number of clients per advisor compared to the broader national pattern. With 622 firms operating in this category, the median client load per advisor is 68, surpassing the national median of 47. This suggests that advisors in Washington often manage larger client bases, likely reflecting more structured and scalable service models. Clients seeking more personalized attention might find fewer options here, as the higher client counts indicate a focus on efficiency and broader client reach. Understanding this dynamic can help individuals align their expectations with the typical advisory approach found in the state.

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
Third Stanza Group logo Third Stanza Group
Very Low 1
1
2
2
Zacks Intelligence LLC logo Zacks Intelligence LLC
Very Low 1
1
1
7
APEX Advisory Group, Inc.
Very Low 2
7
3
3
Walla Walla Wealth Advisors logo Walla Walla Wealth Advisors
Very Low 4
7
2
2
Summit Family Office Services, LLC
Very Low 4
15
4
4
FAP, LLC logo FAP, LLC
Very Low 4
12
3
7
PWR Financial Services
Very Low 4
8
2
2
Smithbrook, LLC logo Smithbrook, LLC
Very Low 5
15
3
3
BMMS Wealth Advisory LLC
Very Low 6
22
4
4
Marketocracy Masters Capital Management LLC logo Marketocracy Masters Capital Management LLC
Very Low 6
18
3
7
Greenrock Asset Management LLC logo Greenrock Asset Management LLC
Very Low 6
12
2
2
Mercer Island Capital Management, LLC logo Mercer Island Capital Management, LLC
Very Low 8
15
2
2
Heritage Road Advisors logo Heritage Road Advisors
Very Low 8
15
2
2
Simpli-FI Alpha LLC logo Simpli-FI Alpha LLC
Very Low 8
15
2
2
Harborview Asset Management LLC
Very Low 8
15
2
2
Rattlesnake Creek Capital LLC logo Rattlesnake Creek Capital LLC
Very Low 8
15
2
2
A5 Financial LLC logo A5 Financial LLC
Very Low 8
16
2
2
Finomenon Investments LLC logo Finomenon Investments LLC
Very Low 8
16
2
2
Ceva Advisors logo Ceva Advisors
Very Low 8
24
3
3
Woodland Wealth Advisors logo Woodland Wealth Advisors
Very Low 8
16
2
2
MindState Capital LLC logo MindState Capital LLC
Very Low 8
16
2
2
BDL Wealth Management PLLC logo BDL Wealth Management PLLC
Very Low 9
18
2
2
Avantia Investment Services, LLC logo Avantia Investment Services, LLC
Very Low 10
29
3
3
Conestoga Wealth Partners logo Conestoga Wealth Partners
Very Low 10
30
3
6
Two Firs Financial logo Two Firs Financial
Very Low 10
20
2
2
Humanize Wealth logo Humanize Wealth
Very Low 11
21
2
3
J.P.Morgan Wealth Management Solutions Inc. logo J.P.Morgan Wealth Management Solutions Inc.
Very Low 11
32
3
65
Anchor Financial logo Anchor Financial
Very Low 11
45
4
4
Briarwood Financial logo Briarwood Financial
Very Low 12
23
2
5
Legion Private Wealth Management logo Legion Private Wealth Management
Very Low 12
24
2
2
Vita Planning Group LLC logo Vita Planning Group LLC
Very Low 13
50
4
12
Abacus Financial Planning logo Abacus Financial Planning
Very Low 13
26
2
2
Innovation Partners LLC logo Innovation Partners LLC
Very Low 13
26
2
305
Vela Consulting, LLC logo Vela Consulting, LLC
Very Low 13
53
4
4
Pinnacle Portfolio Advisors logo Pinnacle Portfolio Advisors
Very Low 13
40
3
3
DeLeon Wealth LLC logo DeLeon Wealth LLC
Very Low 14
27
2
2
Karel Capital, Inc. logo Karel Capital, Inc.
Very Low 14
41
3
3
Cedar River Capital, LLC logo Cedar River Capital, LLC
Very Low 14
28
2
2
Pacific Wealth Advisory, LLC logo Pacific Wealth Advisory, LLC
Very Low 14
42
3
3
2260 West logo 2260 West
Very Low 14
43
3
6
Alegria Asset Management logo Alegria Asset Management
Very Low 15
44
3
3
Prospera Capital Management, LLC logo Prospera Capital Management, LLC
Very Low 15
44
3
3
Chimera Wealth logo Chimera Wealth
Very Low 15
45
3
3
Skyview Pinnacle logo Skyview Pinnacle
Very Low 15
45
3
3
Paysse Jennison Financial Advisors,  Paysse Jennison logo Paysse Jennison Financial Advisors, Paysse Jennison
Very Low 15
30
2
2
Sander Capital Advisors, Inc. logo Sander Capital Advisors, Inc.
Very Low 15
15
1
2
Steward Capital LLC. logo Steward Capital LLC.
Very Low 16
31
2
2
B3 Wealth Strategies logo B3 Wealth Strategies
Very Low 16
62
4
6
Mcmillen & Company, Inc.
Very Low 16
32
2
2
Lci Advisors logo Lci Advisors
Very Low 17
50
3
3
LG Financial Services, LLC logo LG Financial Services, LLC
Very Low 18
35
2
2
Upleft Asset Management logo Upleft Asset Management
Very Low 18
53
3
3
Northern Monarch Capital LLC
Very Low 18
71
4
4
Nautical Star Financial Group LLC logo Nautical Star Financial Group LLC
Very Low 18
72
4
5
Stonebridge Capital Management NW, LLC logo Stonebridge Capital Management NW, LLC
Very Low 18
36
2
2
Pacific Horizon Investment Management LLC logo Pacific Horizon Investment Management LLC
Very Low 18
36
2
2
Westlake Wealth Management LLC logo Westlake Wealth Management LLC
Very Low 19
74
4
4
M Stevens Wealth Advisors, LLC logo M Stevens Wealth Advisors, LLC
Very Low 19
37
2
2
Pacific Crest Financial Advisors, LLC logo Pacific Crest Financial Advisors, LLC
Very Low 19
57
3
3
Theory Planning Partners logo Theory Planning Partners
Very Low 20
59
3
4
Insight Financial logo Insight Financial
Very Low 20
40
2
2
Penny Lane Wealth Management, LLC logo Penny Lane Wealth Management, LLC
Very Low 20
40
2
3
Sound Legacy Wealth Advisors, LLC logo Sound Legacy Wealth Advisors, LLC
Very Low 21
41
2
2
Rutherford Investment Management logo Rutherford Investment Management
Very Low 21
62
3
4
MCM Wealth logo MCM Wealth
Very Low 21
83
4
7
Blueprint Investing LLC logo Blueprint Investing LLC
Very Low 21
42
2
3
Tandem Capital Management, Inc. logo Tandem Capital Management, Inc.
Very Low 21
84
4
5
Cedar Wealth Management logo Cedar Wealth Management
Low 21
64
3
4
Equilus Group Inc logo Equilus Group Inc
Low 22
86
4
6
SeedSafe Financial LLC logo SeedSafe Financial LLC
Low 22
86
4
7
Acentrus Financial Partners LLC
Low 22
43
2
2
Tollefson and Company Investment Management LLC logo Tollefson and Company Investment Management LLC
Low 22
22
1
3
Uplevel Wealth logo Uplevel Wealth
Low 22
44
2
2
Runde & Co. LLC logo Runde & Co. LLC
Low 22
44
2
2
Tieton Capital Management logo Tieton Capital Management
Low 23
45
2
3
Capital Investment Services, LLC
Low 23
45
2
2
Wilkison Investment Services, LLC logo Wilkison Investment Services, LLC
Low 23
45
2
2
NWT Advisors, LLC logo NWT Advisors, LLC
Low 23
45
2
2
Sound Financial Advisors, Inc. logo Sound Financial Advisors, Inc.
Low 23
46
2
2
NEOKAI Capital logo NEOKAI Capital
Low 23
70
3
3
Asymmetric Advantage Capital Management, LLC logo Asymmetric Advantage Capital Management, LLC
Low 24
48
2
2
Wold Financial Group logo Wold Financial Group
Low 24
72
3
3
Tenere Financial logo Tenere Financial
Low 24
48
2
2
Avos Capital Management, LLC logo Avos Capital Management, LLC
Low 24
48
2
6
Hawkins Investment Counsel, LLC logo Hawkins Investment Counsel, LLC
Low 25
98
4
4
VergePointe Wealth Management, LLC logo VergePointe Wealth Management, LLC
Low 25
98
4
4
Firebrand Wealth Management, LLC logo Firebrand Wealth Management, LLC
Low 25
100
4
5
3rd Creek Investments logo 3rd Creek Investments
Low 25
100
4
4
Jade & Cowry LLC logo Jade & Cowry LLC
Low 25
50
2
2
Seaborn Financial, LLC logo Seaborn Financial, LLC
Low 25
76
3
4
Truvista Advisors LLC logo Truvista Advisors LLC
Low 26
51
2
2
Baer Investment Advisory LLC logo Baer Investment Advisory LLC
Low 26
77
3
4
BHK Securities, LLC logo BHK Securities, LLC
Low 26
103
4
8
Fyooz Financial Planning logo Fyooz Financial Planning
Low 26
79
3
3
Long Bridge Capital Management logo Long Bridge Capital Management
Low 27
106
4
4
Reliance Investing, Inc. logo Reliance Investing, Inc.
Low 27
80
3
3
Integrity Financial Strategies logo Integrity Financial Strategies
Low 28
55
2
2
Blue River Capital Management logo Blue River Capital Management
Low 28
55
2
2
The Goodland Group logo The Goodland Group
Low 28
110
4
4
Seek First Inc. logo Seek First Inc.
Low 28
85
3
6
Balanced Investment Advisors, LLC
Low 29
58
2
2
CLS Financial Advisors, Inc. logo CLS Financial Advisors, Inc.
Low 29
87
3
5
9I Capital Group LLC logo 9I Capital Group LLC
Low 29
88
3
3
Trimaran Capital logo Trimaran Capital
Low 30
59
2
2
Radiant Wealth Planning logo Radiant Wealth Planning
Low 30
59
2
2
Planful Finance LLC logo Planful Finance LLC
Low 30
60
2
2
One Day Wealth logo One Day Wealth
Low 30
60
2
2
FinSym Partners, LLC logo FinSym Partners, LLC
Low 30
90
3
3
Illumine Investment Management, LLC logo Illumine Investment Management, LLC
Low 30
90
3
5
Private Asset Management Inc logo Private Asset Management Inc
Low 30
60
2
4
Reppond Investments, Inc. logo Reppond Investments, Inc.
Low 30
90
3
4
Alturas Wealth Management, LLC
Low 31
61
2
2
Agate Pass Investment, LLC logo Agate Pass Investment, LLC
Low 31
124
4
5
Van Strum & Towne Inc logo Van Strum & Towne Inc
Low 31
94
3
6
Interactive Wealth Advisors logo Interactive Wealth Advisors
Low 32
63
2
2
Mellor & Associates LLC logo Mellor & Associates LLC
Low 32
63
2
2
Rain or Shine Planning, LLC logo Rain or Shine Planning, LLC
Low 32
63
2
2
Bennett Selby Investments, L.P. logo Bennett Selby Investments, L.P.
Low 32
96
3
3
Helmsman Financial Group, LLC logo Helmsman Financial Group, LLC
Low 33
98
3
3
Liberty Capital Investment Corporation logo Liberty Capital Investment Corporation
Low 33
131
4
6
Canaccord Genuity Wealth Management (USA) Inc.
Low 33
66
2
31
Sustain Financial Inc. logo Sustain Financial Inc.
Low 33
66
2
2
Taurus Financial logo Taurus Financial
Low 33
66
2
2
Omega Financial Investments & Insurance logo Omega Financial Investments & Insurance
Low 33
66
2
6
Hamrick Investment Counsel, LLC logo Hamrick Investment Counsel, LLC
Low 33
99
3
3
Sila FInancial, LLC
Low 33
100
3
3
Strategy Cap, LLC logo Strategy Cap, LLC
Low 34
68
2
2
Integrated Planning & Wealth Management, LLC logo Integrated Planning & Wealth Management, LLC
Low 34
136
4
7
Gates Pass Advisors, LLC logo Gates Pass Advisors, LLC
Low 35
69
2
3
Rainier Family Wealth, Inc. logo Rainier Family Wealth, Inc.
Low 35
105
3
5
MKG Financial Group, Inc.
Low 35
70
2
2
Galileo Planning Group, Inc. logo Galileo Planning Group, Inc.
Low 35
140
4
7
Barker Wealth Management, LLC logo Barker Wealth Management, LLC
Low 35
70
2
2
Keith McBride Financial Services Inc.
Low 35
70
2
2
Evergreen Wealth Advisors logo Evergreen Wealth Advisors
Low 36
142
4
18
Optivest, Inc. logo Optivest, Inc.
Low 36
108
3
4
Settlement Capital Advisors logo Settlement Capital Advisors
Low 36
108
3
3
Compass Investment Advisers, LLC logo Compass Investment Advisers, LLC
Low 36
72
2
2
Inland Financial Planning logo Inland Financial Planning
Low 36
72
2
2
Steward Advisors Group, LLC logo Steward Advisors Group, LLC
Low 36
109
3
11
GK Capital Partners logo GK Capital Partners
Low 37
73
2
2
Johnson & Shute Investment Advisors, Inc.
Low 37
73
2
2
Waycross Investment Management Co logo Waycross Investment Management Co
Low 37
146
4
5
HighRoad Wealth Advisors, LLC logo HighRoad Wealth Advisors, LLC
Low 37
110
3
3
Leverage Planners Wealth Management, LLC
Low 37
110
3
4
Coho Advisory Services, LLC logo Coho Advisory Services, LLC
Low 37
148
4
4
Smart Portfolios, LLC logo Smart Portfolios, LLC
Low 38
150
4
6
Nfwm logo Nfwm
Low 38
75
2
2
Clearbrook Investment Management, LLC logo Clearbrook Investment Management, LLC
Low 38
113
3
3
C.M.Bidwell & Associates Ltd logo C.M.Bidwell & Associates Ltd
Low 38
151
4
5
Datalign logo Datalign
Low 38
38
1
20
Cascade Wealth Advisors, Inc logo Cascade Wealth Advisors, Inc
Low 38
114
3
3
Weatherhelm Capital Management LLC logo Weatherhelm Capital Management LLC
Low 39
77
2
4
Main Avenue Financial Services, LLC logo Main Avenue Financial Services, LLC
Low 39
77
2
2
Freedom Family Office, LLC logo Freedom Family Office, LLC
Low 39
116
3
10
NRG Wealth Management logo NRG Wealth Management
Low 39
155
4
5
TrueWealth Financial Partners logo TrueWealth Financial Partners
Low 39
156
4
4
Banta Asset Management LP logo Banta Asset Management LP
Low 39
117
3
4
PNW Asset Management logo PNW Asset Management
Low 39
78
2
3
Vigilare Wealth Management LLC logo Vigilare Wealth Management LLC
Low 39
157
4
6
Skyline Financial Northwest logo Skyline Financial Northwest
Low 40
119
3
3
Capstone Wealth logo Capstone Wealth
Low 40
159
4
8
MB Gen Wealth logo MB Gen Wealth
Low 40
120
3
3
Alethea Capital Management, LLC logo Alethea Capital Management, LLC
Low 40
40
1
4
Figure 8 Investment Strategies LLC logo Figure 8 Investment Strategies LLC
Typical 41
163
4
7
Northern Lights Advisors, Inc. logo Northern Lights Advisors, Inc.
Typical 41
123
3
5
Opportunus Wealth Management, LLC logo Opportunus Wealth Management, LLC
Typical 41
123
3
3
Viento Financial Group, LLC logo Viento Financial Group, LLC
Typical 42
83
2
2
Concorde Investment Management logo Concorde Investment Management
Typical 42
125
3
6
Davies Financial Advisors, Inc. logo Davies Financial Advisors, Inc.
Typical 42
125
3
10
Integrated Wealth Advisors, LLC logo Integrated Wealth Advisors, LLC
Typical 42
84
2
6
Synergy FG logo Synergy FG
Typical 42
126
3
7
Pine Haven Investment Counsel, Inc. logo Pine Haven Investment Counsel, Inc.
Typical 42
84
2
3
Archer Wealth Advisors logo Archer Wealth Advisors
Typical 42
127
3
5
My Personal CFO, LLC logo My Personal CFO, LLC
Typical 43
85
2
3
Finance Wisdom logo Finance Wisdom
Typical 43
128
3
4
Radix Wealth logo Radix Wealth
Typical 43
86
2
2
Brackenwood Capital Management, LLC logo Brackenwood Capital Management, LLC
Typical 43
86
2
2
North Ridge logo North Ridge
Typical 43
130
3
3
Change Wealth Advisors logo Change Wealth Advisors
Typical 44
87
2
2
Global Value Investment Corporation logo Global Value Investment Corporation
Typical 44
174
4
11
Stock Pro logo Stock Pro
Typical 44
87
2
2
Guide Financial Planning logo Guide Financial Planning
Typical 44
132
3
6
Vesta Wealth Management, LLC logo Vesta Wealth Management, LLC
Typical 44
44
1
1
Nexus Strategic Wealth logo Nexus Strategic Wealth
Typical 44
88
2
3
Waits Investments, LLC logo Waits Investments, LLC
Typical 45
89
2
2
BBJS Financial Advisors, LLC logo BBJS Financial Advisors, LLC
Typical 45
89
2
3
Samara Capital logo Samara Capital
Typical 45
89
2
2
Financial & Estate Advisors, Inc logo Financial & Estate Advisors, Inc
Typical 45
89
2
2
Prentice Financial Planning, LLC logo Prentice Financial Planning, LLC
Typical 45
180
4
4
Gen Y Planning logo Gen Y Planning
Typical 45
90
2
2
Rainier Wealth Management LLC logo Rainier Wealth Management LLC
Typical 45
90
2
2
Swiftwater Capital logo Swiftwater Capital
Typical 45
45
1
3
Monteith Wealth logo Monteith Wealth
Typical 45
90
2
6
Macro Wealth Management, Inc. logo Macro Wealth Management, Inc.
Typical 45
181
4
4
Financial Freedom for Dentists LLC logo Financial Freedom for Dentists LLC
Typical 45
136
3
3
Alpha Fiduciary logo Alpha Fiduciary
Typical 46
91
2
4
Aspen Financial Management, Inc. logo Aspen Financial Management, Inc.
Typical 46
91
2
2
Defined Wealth Management, LLC logo Defined Wealth Management, LLC
Typical 46
137
3
4
Investor Resources Inc logo Investor Resources Inc
Typical 46
92
2
2
Pacific Financial Advisors logo Pacific Financial Advisors
Typical 46
184
4
6
Convexity Wealth Management, LLC logo Convexity Wealth Management, LLC
Typical 47
94
2
2
Strategic Advocates, LLC logo Strategic Advocates, LLC
Typical 47
141
3
3
Sound Investment Strategies, Inc. logo Sound Investment Strategies, Inc.
Typical 47
94
2
2
Marin Wealth Advisors LLC logo Marin Wealth Advisors LLC
Typical 47
94
2
3
Contango Wealth Management LLC
Typical 47
94
2
2
TerraFirma Wealth Partners logo TerraFirma Wealth Partners
Typical 47
94
2
3
Bridge Capital Consulting, LLC logo Bridge Capital Consulting, LLC
Typical 47
141
3
4
Anselme Capital, Inc. logo Anselme Capital, Inc.
Typical 47
94
2
2
Fulcrum Wealth Advisors, LLC logo Fulcrum Wealth Advisors, LLC
Typical 48
143
3
3
Grant Koehler & Levin Ltd. logo Grant Koehler & Levin Ltd.
Typical 48
191
4
4
Sonata Capital Group Inc logo Sonata Capital Group Inc
Typical 48
192
4
5
Arbor Investment Management logo Arbor Investment Management
Typical 48
96
2
2
Fort Vancouver Investment Management, LLC logo Fort Vancouver Investment Management, LLC
Typical 48
193
4
4
Firewall Capital Management logo Firewall Capital Management
Typical 48
193
4
4
Congress Park Capital LLC logo Congress Park Capital LLC
Typical 48
145
3
4
MKT and Associates LLC logo MKT and Associates LLC
Typical 49
146
3
6
Roberts Wealth Advisors, LLC logo Roberts Wealth Advisors, LLC
Typical 49
146
3
6
Gould Capital, LLC logo Gould Capital, LLC
Typical 49
146
3
3
Waterrock Global Asset Management logo Waterrock Global Asset Management
Typical 49
146
3
3
SAR Wealth Management logo SAR Wealth Management
Typical 49
49
1
4
Ervin Investment Management
Typical 49
98
2
3
Holistic Finance LLC logo Holistic Finance LLC
Typical 50
198
4
5
Goodstein Wealth Management LLC logo Goodstein Wealth Management LLC
Typical 50
100
2
2
LifeFocus Financial Advisors, LLC logo LifeFocus Financial Advisors, LLC
Typical 50
100
2
2
Clarity Capital Management LLC logo Clarity Capital Management LLC
Typical 50
100
2
2
Seattle Wealth Management LLC logo Seattle Wealth Management LLC
Typical 50
100
2
2
44 Wealth Management LLC logo 44 Wealth Management LLC
Typical 50
201
4
5
Cox Capital Management LLC logo Cox Capital Management LLC
Typical 50
201
4
4
ACP Investment Management
Typical 51
152
3
4
Axia Wealth Management Inc logo Axia Wealth Management Inc
Typical 51
152
3
4
KilterHowling LLC logo KilterHowling LLC
Typical 51
203
4
4
UTA LLC logo UTA LLC
Typical 51
102
2
2
V2 Financial Group, LLC logo V2 Financial Group, LLC
Typical 51
205
4
5
Helm Capital Management logo Helm Capital Management
Typical 52
52
1
1
Aligne Wealth Advisors Investment Management (AWAIM) logo Aligne Wealth Advisors Investment Management (AWAIM)
Typical 52
209
4
5
Trail Financial Planning LLC logo Trail Financial Planning LLC
Typical 52
157
3
4
Pearl Wealth LLC logo Pearl Wealth LLC
Typical 53
105
2
4
Sawston Wealth Management LLC logo Sawston Wealth Management LLC
Typical 53
106
2
2
Burr Financial Services, LLC
Typical 53
159
3
3
Optima Capital Management logo Optima Capital Management
Typical 54
215
4
4
Coast Capital Management logo Coast Capital Management
Typical 54
54
1
3
Pacific Value, LLC logo Pacific Value, LLC
Typical 54
162
3
4
Bannerman Wealth logo Bannerman Wealth
Typical 54
163
3
5
Armour Wealth Advisors, LLC logo Armour Wealth Advisors, LLC
Typical 55
109
2
2
Springwater Wealth Management, LLC logo Springwater Wealth Management, LLC
Typical 55
109
2
2
Selkirk Wealth Advisors, LLC logo Selkirk Wealth Advisors, LLC
Typical 55
164
3
4
Gevers Wealth Management logo Gevers Wealth Management
Typical 56
167
3
5
Macroview Investment Management LLC logo Macroview Investment Management LLC
Typical 56
225
4
5
Soaring Investment Management, LLC logo Soaring Investment Management, LLC
Typical 57
171
3
5
Handy & Company Financial Advisors, Inc. logo Handy & Company Financial Advisors, Inc.
Typical 57
114
2
2
Millennial Wealth logo Millennial Wealth
Typical 57
229
4
6
Stewardship Concepts Financial Services LLC logo Stewardship Concepts Financial Services LLC
Typical 57
229
4
4
Middleton & Company logo Middleton & Company
Typical 58
115
2
4
YFP Wealth logo YFP Wealth
Typical 58
230
4
7
Marquam Capital logo Marquam Capital
Typical 58
173
3
3
Bridgelight Capital LLC logo Bridgelight Capital LLC
Typical 58
173
3
4
Columbia River Advisors logo Columbia River Advisors
Typical 58
231
4
6
Camelotta Advisors logo Camelotta Advisors
Typical 58
58
1
2
Outfitter Financial
Typical 58
58
1
4
Regency Capital Management Inc. logo Regency Capital Management Inc.
Typical 58
116
2
5
WLFB Inc
Typical 58
58
1
3
Mench Financial Inc logo Mench Financial Inc
Typical 58
175
3
4
Cascade Investment Advisors, Inc. logo Cascade Investment Advisors, Inc.
Typical 59
177
3
7
Xena Financial Planning, LLC logo Xena Financial Planning, LLC
Typical 59
118
2
4
Optimist Retirement Group, LLC logo Optimist Retirement Group, LLC
Typical 60
119
2
2
Fortis Wealth Management logo Fortis Wealth Management
Typical 60
179
3
3
Capital Consulting & Asset Management logo Capital Consulting & Asset Management
Typical 60
180
3
8
Shearwater Capital logo Shearwater Capital
Typical 60
180
3
4
Village Wealth Advisors logo Village Wealth Advisors
Typical 60
240
4
4
Taurus Capital Advisors, LLC logo Taurus Capital Advisors, LLC
Typical 61
242
4
5
Vega Financial LLC logo Vega Financial LLC
Typical 61
121
2
2
Oak Asset Management, LLC logo Oak Asset Management, LLC
Typical 61
242
4
4
Snake River Investment Counsel LLC logo Snake River Investment Counsel LLC
Typical 61
121
2
2
Oak Wealth Advisors LLC logo Oak Wealth Advisors LLC
Typical 61
182
3
7
Fearless Wealth logo Fearless Wealth
Typical 61
61
1
3
JH Advisors logo JH Advisors
Typical 61
122
2
4
Holm & Cawley Financial Group LLC logo Holm & Cawley Financial Group LLC
Typical 61
245
4
5
Wealthmark, LLC logo Wealthmark, LLC
Typical 62
123
2
3
Capitol Family Office, Inc. logo Capitol Family Office, Inc.
Typical 62
124
2
2
American Financial Management, Ltd. logo American Financial Management, Ltd.
Typical 62
124
2
2
Halbert Wealth Management, Inc logo Halbert Wealth Management, Inc
Typical 62
249
4
5
Sphinx Investments LLC logo Sphinx Investments LLC
Typical 63
125
2
3
Summa Global Advisors, LLC logo Summa Global Advisors, LLC
Typical 63
125
2
2
Capstone Wealth Advisors, LLC logo Capstone Wealth Advisors, LLC
Typical 63
125
2
3
Emerald Blue Advisors logo Emerald Blue Advisors
Typical 63
188
3
4
Shared Vision Wealth Group logo Shared Vision Wealth Group
Typical 63
189
3
3
The Capeloto & Hedrick Co logo The Capeloto & Hedrick Co
Typical 63
126
2
3
Adair Wealth Management logo Adair Wealth Management
Typical 63
126
2
2
Barnes Dennig Private Wealth Management, LLC logo Barnes Dennig Private Wealth Management, LLC
High 64
191
3
7
Stolz & Associates, Ps logo Stolz & Associates, Ps
High 64
193
3
5
Jarrod Adams Investing, LLC logo Jarrod Adams Investing, LLC
High 65
129
2
3
Simple Wealth LLC logo Simple Wealth LLC
High 65
129
2
3
Grange Capital, LLC logo Grange Capital, LLC
High 65
259
4
6
917 Advisory Services LLC logo 917 Advisory Services LLC
High 65
195
3
4
S. R. Schill & Associates, Inc. logo S. R. Schill & Associates, Inc.
High 65
195
3
6
Tamalpais Asset Management logo Tamalpais Asset Management
High 65
261
4
4
aLuman logo aLuman
High 66
132
2
2
Park Wealth Management
High 66
66
1
3
Winans Investments logo Winans Investments
High 66
264
4
4
Lake Road Advisors, LLC logo Lake Road Advisors, LLC
High 66
132
2
2
Clear Wealth Management logo Clear Wealth Management
High 66
132
2
2
Oregon Pacific Wealth Management logo Oregon Pacific Wealth Management
High 66
265
4
5
WE Alliance Wealth Advisors, Inc. logo WE Alliance Wealth Advisors, Inc.
High 66
265
4
9
Eagle Harbor Asset Management, Inc. logo Eagle Harbor Asset Management, Inc.
High 66
199
3
3
Marin Bay Wealth Advisors, LLC
High 67
133
2
2
Tactivest, LLC logo Tactivest, LLC
High 67
200
3
3
Ambassador Wealth Management, LLC logo Ambassador Wealth Management, LLC
High 67
134
2
6
Prism Financial Planning, LLC logo Prism Financial Planning, LLC
High 68
135
2
2
Singer Wealth Management logo Singer Wealth Management
High 68
135
2
4
WMS Wealth Management LLC
High 68
136
2
2
Wealthcollab logo Wealthcollab
High 68
68
1
1
Columbia River Financial Group logo Columbia River Financial Group
High 69
274
4
4
Syrios Wealth Management Group logo Syrios Wealth Management Group
High 69
137
2
3
Private Wealth Solutions, LLC logo Private Wealth Solutions, LLC
High 69
275
4
5
Williams & Novak Wealth Management, LLC logo Williams & Novak Wealth Management, LLC
High 69
275
4
8
First Wilshire Securities Management, Inc. logo First Wilshire Securities Management, Inc.
High 69
275
4
9
Alexander Randolph Advisory Inc logo Alexander Randolph Advisory Inc
High 69
138
2
5
Shira Ridge Wealth Management logo Shira Ridge Wealth Management
High 69
277
4
6
Davenport Watts & Drake Investment Advisors, LLC logo Davenport Watts & Drake Investment Advisors, LLC
High 69
208
3
3
Erlandson Wealth Management logo Erlandson Wealth Management
High 70
139
2
2
Rubey & Rust Capital Management, LLC logo Rubey & Rust Capital Management, LLC
High 70
140
2
3
Better Financial Services, LLC logo Better Financial Services, LLC
High 70
140
2
2
Schmidt Financial Management logo Schmidt Financial Management
High 70
140
2
7
Luminvest Wealth Management LLC logo Luminvest Wealth Management LLC
High 70
140
2
5
The Sterling Group logo The Sterling Group
High 70
281
4
9
Cannon Capital Management, Inc. logo Cannon Capital Management, Inc.
High 70
211
3
8
AlpenGlobal Capital, LLC logo AlpenGlobal Capital, LLC
High 71
141
2
4
Sky-Mountain Capital Management logo Sky-Mountain Capital Management
High 71
141
2
2
RM Private Wealth Management logo RM Private Wealth Management
High 71
71
1
1
The Planner's Edge LLC logo The Planner's Edge LLC
High 71
213
3
3
Stewardship Partners Investment Counsel, Inc. logo Stewardship Partners Investment Counsel, Inc.
High 71
142
2
4
Martin Capital Partners, LLC logo Martin Capital Partners, LLC
High 72
286
4
4
Investable Wealth, LLC logo Investable Wealth, LLC
High 72
143
2
2
Amara Financial, LLC logo Amara Financial, LLC
High 72
143
2
3
Sabin Investment Management, Inc. logo Sabin Investment Management, Inc.
High 72
143
2
2
Stapp Wealth Management, PLLC logo Stapp Wealth Management, PLLC
High 72
215
3
3
Legacy Investment Partners, LLC logo Legacy Investment Partners, LLC
High 72
216
3
4
Intrinsic Wealth Counsel, Inc. logo Intrinsic Wealth Counsel, Inc.
High 72
216
3
7
COPIA Wealth Management logo COPIA Wealth Management
High 72
288
4
4
Ares Financial Consulting LLC logo Ares Financial Consulting LLC
High 72
289
4
5
Lakeside Advisors Inc logo Lakeside Advisors Inc
High 72
217
3
4
Malaga Cove Capital, LLC logo Malaga Cove Capital, LLC
High 73
218
3
4
Pecaut Wealth Management logo Pecaut Wealth Management
High 73
219
3
6
Capital Financial Planners logo Capital Financial Planners
High 74
221
3
5
Surience Private Wealth LLC logo Surience Private Wealth LLC
High 74
148
2
363
Briggs Financial Inc. logo Briggs Financial Inc.
High 74
148
2
2
Financial Life Planners logo Financial Life Planners
High 75
298
4
7
Kaizen Financial Advisors, LLC logo Kaizen Financial Advisors, LLC
High 75
150
2
4
Pavion Blue Capital, LLC logo Pavion Blue Capital, LLC
High 75
150
2
4
TFS Advisors, LLC logo TFS Advisors, LLC
High 76
151
2
3
The Foundation Investment Group logo The Foundation Investment Group
High 76
151
2
6
Seneschal Family Office logo Seneschal Family Office
High 76
227
3
5
Financial Investment Team ("FIT") logo Financial Investment Team ("FIT")
High 76
303
4
5
Dynamic Wealth Advisors logo Dynamic Wealth Advisors
High 76
304
4
4
Breakwater Investment Management logo Breakwater Investment Management
High 76
152
2
3
White & Company Financial Planning, Inc. logo White & Company Financial Planning, Inc.
High 77
307
4
4
Capital Trust Advisors logo Capital Trust Advisors
High 78
234
3
4
Inman Financial Services, Inc. logo Inman Financial Services, Inc.
High 78
234
3
5
Twenty Twenty Investment Advisors, LLC logo Twenty Twenty Investment Advisors, LLC
High 78
312
4
6
Blue Marble Investments logo Blue Marble Investments
High 78
235
3
3
IQVestment, LLC logo IQVestment, LLC
High 78
235
3
5
Rock Creek Wealth Management logo Rock Creek Wealth Management
High 79
237
3
3
Foresee Wealth Advisors logo Foresee Wealth Advisors
High 79
158
2
2
South Cove Financial, LLC logo South Cove Financial, LLC
High 79
237
3
3
Concinnus Financial, Inc
High 79
158
2
2
Lesa Sroufe & Company, Inc. logo Lesa Sroufe & Company, Inc.
High 79
238
3
4
Portfolio Advisors, Inc. logo Portfolio Advisors, Inc.
High 79
238
3
7
DW Investment Solutions, Inc.
High 80
159
2
3
Koa Wealth Management, LLC logo Koa Wealth Management, LLC
High 80
160
2
6
McNaughton Wealth Management, LLC logo McNaughton Wealth Management, LLC
High 80
240
3
6
Leeward Financial Partners, LLC logo Leeward Financial Partners, LLC
High 80
241
3
3
Investable logo Investable
High 81
81
1
4
Summit Investment Management, Ltd. logo Summit Investment Management, Ltd.
High 81
162
2
5
Crafted Finance, LLC logo Crafted Finance, LLC
High 81
162
2
2
High Pines Wealth Management LLC logo High Pines Wealth Management LLC
High 82
163
2
5
Professional Financial Management, Inc. logo Professional Financial Management, Inc.
High 82
163
2
2
True Wealth Group logo True Wealth Group
High 82
164
2
5
Sonoma Allocations logo Sonoma Allocations
High 82
328
4
5
O'Brien Investment Management, LLC logo O'Brien Investment Management, LLC
High 83
165
2
3
Vine Capital Management, LLC logo Vine Capital Management, LLC
High 83
165
2
2
Hamilton Manor & Associates logo Hamilton Manor & Associates
High 83
166
2
5
TWM Wealth Management Corp logo TWM Wealth Management Corp
High 84
167
2
2
MacFarlane Investors logo MacFarlane Investors
High 84
167
2
2
Integrity Wealth Management, Inc. logo Integrity Wealth Management, Inc.
High 84
167
2
2
Ketron Financial LLC logo Ketron Financial LLC
High 84
252
3
3
Klein Pavlis & Peasley Financial, Inc. logo Klein Pavlis & Peasley Financial, Inc.
High 84
336
4
5
Brentview investment Management, LLC logo Brentview investment Management, LLC
High 85
169
2
6
Triple Summit Advisors, LLC logo Triple Summit Advisors, LLC
High 85
169
2
2
Mainstream Capital Management logo Mainstream Capital Management
High 85
170
2
4
Miller Financial Group, LLC logo Miller Financial Group, LLC
High 85
170
2
2
Bowers Wealth Management, Inc. logo Bowers Wealth Management, Inc.
High 85
170
2
2
Para Wealth Advisors, Inc. logo Para Wealth Advisors, Inc.
High 86
257
3
4
Insight Capital Management
High 86
343
4
5
Blossom Wealth Management, LLC logo Blossom Wealth Management, LLC
High 86
258
3
3
Opulen Financial Group, LLC logo Opulen Financial Group, LLC
High 86
172
2
2
Park + Elm Investment Advisers logo Park + Elm Investment Advisers
High 87
260
3
3
TradeWinds Wealth Management logo TradeWinds Wealth Management
High 87
260
3
4
Strategic Wealth Management, LLC logo Strategic Wealth Management, LLC
High 87
174
2
4
Rice Financial Consulting, Inc. logo Rice Financial Consulting, Inc.
High 88
351
4
5
Birch Wealth Management logo Birch Wealth Management
High 88
176
2
3
WP Asset Management
High 89
177
2
3
Arcadia Investment Advisors, LLC logo Arcadia Investment Advisors, LLC
High 89
266
3
6
Snider Advisors logo Snider Advisors
High 89
357
4
4
Madison Park Capital Advisors, LLC logo Madison Park Capital Advisors, LLC
High 90
358
4
4
Sound Financial Center LLC
High 90
270
3
3
Sunrise Financial Services LLC
High 90
271
3
5
TJT Capital Group, LLC logo TJT Capital Group, LLC
High 91
181
2
4
Clarus Group LLC logo Clarus Group LLC
High 91
182
2
2
Summit Wealth Management Group, Inc. logo Summit Wealth Management Group, Inc.
High 92
366
4
4
John F Suby Wealth Management LLC logo John F Suby Wealth Management LLC
High 92
183
2
3
Urban Wealth Management (UWM) logo Urban Wealth Management (UWM)
High 92
275
3
5
Gateway Financial & Estate Planning, Inc. logo Gateway Financial & Estate Planning, Inc.
High 93
370
4
4
Aurora Investment Managers, LLC logo Aurora Investment Managers, LLC
High 93
185
2
4
Manzil Investment Advisors, LLC logo Manzil Investment Advisors, LLC
High 93
93
1
4
Certified Planners, Inc. logo Certified Planners, Inc.
High 93
186
2
2
MKT Advisors LLC logo MKT Advisors LLC
High 94
374
4
6
Clearview Wealth Management logo Clearview Wealth Management
High 94
281
3
4
Hippocratic Financial Advisors logo Hippocratic Financial Advisors
High 96
382
4
29
Lodestone Wealth Management LLC logo Lodestone Wealth Management LLC
High 96
287
3
3
VCP Financial LLC logo VCP Financial LLC
High 96
385
4
5
Investors Portfolio Services LLC logo Investors Portfolio Services LLC
High 96
289
3
3
Portfolio Strategies Inc logo Portfolio Strategies Inc
High 96
289
3
5
Financial Planning First, LLC logo Financial Planning First, LLC
High 97
291
3
3
Callahan Capital Management logo Callahan Capital Management
High 97
389
4
5
Lake Avenue Financial LLC logo Lake Avenue Financial LLC
High 98
293
3
5
Koenig Investment Advisory, LLC logo Koenig Investment Advisory, LLC
High 98
293
3
3
RW Baker Wealth Management Group LLC logo RW Baker Wealth Management Group LLC
High 98
196
2
2
AIO Financial, LLC logo AIO Financial, LLC
High 99
197
2
4
Ticino Wealth logo Ticino Wealth
High 99
296
3
4
Dachtler Wealth Advisors, LLC logo Dachtler Wealth Advisors, LLC
High 99
198
2
4
Horowitz & Company, Inc. logo Horowitz & Company, Inc.
High 100
199
2
2
Lookahead Wealth LLC logo Lookahead Wealth LLC
High 100
199
2
2
Merryfield Barnes, LLC logo Merryfield Barnes, LLC
High 100
200
2
4
Willamette Financial Advisors, LLC logo Willamette Financial Advisors, LLC
High 101
201
2
3
Big Sky Wealth Advisors, LLC logo Big Sky Wealth Advisors, LLC
High 101
201
2
2
Eldon Reese Advisory Group logo Eldon Reese Advisory Group
High 101
302
3
6
Parker Financial LLC logo Parker Financial LLC
High 101
302
3
5
Waystone Advisors LLC logo Waystone Advisors LLC
High 101
303
3
13
Cambridge Financial Group, Inc. logo Cambridge Financial Group, Inc.
High 102
306
3
6
Bradley Wealth LLC logo Bradley Wealth LLC
High 102
204
2
5
Centurion Financial Strategies LLC logo Centurion Financial Strategies LLC
High 102
102
1
5
Wealthspring logo Wealthspring
High 102
409
4
7
Biltmore Wealth Management, LLC logo Biltmore Wealth Management, LLC
High 102
307
3
4
Cairn Investment Group logo Cairn Investment Group
High 103
309
3
6
FamilyWealth Asset Management logo FamilyWealth Asset Management
High 103
413
4
4
Greystone Financial & Estate Services, Inc. logo Greystone Financial & Estate Services, Inc.
High 104
207
2
2
MSP Wealth Management, LLC logo MSP Wealth Management, LLC
High 104
414
4
6
Authentikos Wealth Advisory LLC logo Authentikos Wealth Advisory LLC
High 105
419
4
5
Strada Financial Group LLC logo Strada Financial Group LLC
Very High 107
213
2
4
The Blakeley Group Inc logo The Blakeley Group Inc
Very High 107
107
1
4
Fifr logo Fifr
Very High 107
214
2
2
Newbury Capital Management, LLC
Very High 108
430
4
5
Dale Q. Rice Investment Management
Very High 108
108
1
4
Bernard Wealth Management Corp. logo Bernard Wealth Management Corp.
Very High 109
327
3
4
Allen Capital Management, LLC logo Allen Capital Management, LLC
Very High 109
109
1
9
Bellevue Asset Management, LLC logo Bellevue Asset Management, LLC
Very High 110
219
2
2
Vantage Wealth Management LLC logo Vantage Wealth Management LLC
Very High 110
219
2
5
James R. Martin Consulting, Inc logo James R. Martin Consulting, Inc
Very High 110
220
2
3
Adams Financial Concepts, LLC logo Adams Financial Concepts, LLC
Very High 110
110
1
3
Vantage Financial Group logo Vantage Financial Group
Very High 110
441
4
4
Innovative Advisory Partners, LLC logo Innovative Advisory Partners, LLC
Very High 111
442
4
8
Turner Capital Investments, LLC logo Turner Capital Investments, LLC
Very High 111
333
3
4
Telos Wealth logo Telos Wealth
Very High 111
111
1
4
Castle Wealth Planning logo Castle Wealth Planning
Very High 111
111
1
3
MFA Wealth Services logo MFA Wealth Services
Very High 112
224
2
3
Your Private Client Group, Inc. logo Your Private Client Group, Inc.
Very High 113
225
2
2
Envision Capital Management Inc
Very High 113
226
2
2
Lighthouse Financial Services Inc logo Lighthouse Financial Services Inc
Very High 115
458
4
6
Five Pine Wealth logo Five Pine Wealth
Very High 115
345
3
3
Integrity Wealth Partners, LLC logo Integrity Wealth Partners, LLC
Very High 116
231
2
4
Sheridan Capital Management, LLC logo Sheridan Capital Management, LLC
Very High 116
116
1
1
Capital Wealth Alliance, LLC logo Capital Wealth Alliance, LLC
Very High 116
348
3
5
Hurley Financial Group, Inc. logo Hurley Financial Group, Inc.
Very High 117
467
4
6
Evart, Young & Hobbs Investment Management logo Evart, Young & Hobbs Investment Management
Very High 118
235
2
3
SkyOak Capital, Inc. logo SkyOak Capital, Inc.
Very High 118
236
2
5
Petix & Botte Financial logo Petix & Botte Financial
Very High 118
473
4
4
Newground Social Investment logo Newground Social Investment
Very High 120
120
1
3
Baobab Wealth Management logo Baobab Wealth Management
Very High 120
240
2
2
FORS Financial logo FORS Financial
Very High 120
240
2
3
Wager Wealth Management and Financial Planning LLC
Very High 121
121
1
3
Florin Pensions LLC logo Florin Pensions LLC
Very High 121
485
4
5
Phillip B. White Co., Inc logo Phillip B. White Co., Inc
Very High 122
243
2
2
True North Retirement Advisors, LLC logo True North Retirement Advisors, LLC
Very High 122
365
3
7
Ryan Financial Solutions, LLC logo Ryan Financial Solutions, LLC
Very High 124
247
2
2
Demars Financial Group LLC logo Demars Financial Group LLC
Very High 125
498
4
4
Viewpoint Capital Management logo Viewpoint Capital Management
Very High 125
125
1
1
Physician Family Financial Advisors Inc logo Physician Family Financial Advisors Inc
Very High 125
376
3
4
RS Asset Management, LLC logo RS Asset Management, LLC
Very High 126
251
2
2
M Premier Partners logo M Premier Partners
Very High 126
251
2
3
Sterling Retirement Group of Sacramento logo Sterling Retirement Group of Sacramento
Very High 126
503
4
4
Beta Wealth Group, Inc logo Beta Wealth Group, Inc
Very High 126
378
3
3
Goldman Lancaster, Inc. logo Goldman Lancaster, Inc.
Very High 127
380
3
5
Rooted Financial Group, LLC logo Rooted Financial Group, LLC
Very High 127
254
2
3
Prism Capital Management logo Prism Capital Management
Very High 127
127
1
4
Pacific Sun Financial Corp logo Pacific Sun Financial Corp
Very High 127
382
3
4
StoneCrest Wealth Management, Inc logo StoneCrest Wealth Management, Inc
Very High 128
385
3
4
Hillspring Financial, Inc. logo Hillspring Financial, Inc.
Very High 130
260
2
4
Retirement Capital Strategies, Inc. logo Retirement Capital Strategies, Inc.
Very High 131
261
2
6
Capstone RIA logo Capstone RIA
Very High 131
262
2
3
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
Elevate Wealth Management logo Elevate Wealth Management
Very High 135
269
2
5
Continuity Wealth Management, Corp. logo Continuity Wealth Management, Corp.
Very High 135
270
2
4
LDN Wealth, LLC logo LDN Wealth, LLC
Very High 136
271
2
5
Wellspring Advisors, Inc. logo Wellspring Advisors, Inc.
Very High 136
271
2
5
Westmark Wealth Management logo Westmark Wealth Management
Very High 136
543
4
4
Axiom Wealth Strategies, LLC logo Axiom Wealth Strategies, LLC
Very High 136
272
2
3
ROI Financial logo ROI Financial
Very High 136
272
2
8
Littlejohn Financial Services Inc logo Littlejohn Financial Services Inc
Very High 139
555
4
8
Vorpahl Wing Securities, Inc. logo Vorpahl Wing Securities, Inc.
Very High 139
557
4
5
Fischer Investment Strategies, LLC logo Fischer Investment Strategies, LLC
Very High 139
418
3
5
3 Peaks Financial logo 3 Peaks Financial
Very High 140
280
2
3
Fingerlakes Wealth Management, Inc. logo Fingerlakes Wealth Management, Inc.
Very High 141
564
4
4
Tumwater Wealth Management, LLC logo Tumwater Wealth Management, LLC
Very High 142
284
2
4
Roosevelt Advisors LLC logo Roosevelt Advisors LLC
Very High 143
286
2
2
Next Level Wealth Planning, LLC logo Next Level Wealth Planning, LLC
Very High 143
572
4
5
Wood Tarver Financial logo Wood Tarver Financial
Very High 144
575
4
5
Thames Financial Management logo Thames Financial Management
Very High 146
292
2
2
Kachkovsky & Fisher, Inc. logo Kachkovsky & Fisher, Inc.
Very High 146
439
3
6
Portland Private Wealth Management, Inc. logo Portland Private Wealth Management, Inc.
Very High 146
439
3
5
Wordhouse Wealth Coaching logo Wordhouse Wealth Coaching
Very High 147
293
2
2
Hallett Advisors logo Hallett Advisors
Very High 147
293
2
5
Hofer & Associates Wealth Management logo Hofer & Associates Wealth Management
Very High 150
300
2
4
Morgan Dempsey Capital Management LLC logo Morgan Dempsey Capital Management LLC
Very High 151
454
3
6
AGP Franklin, LLC logo AGP Franklin, LLC
Very High 152
456
3
7
The Clark Group Asset Management logo The Clark Group Asset Management
Very High 153
458
3
5
Pinnacle Wealth Management, LLC logo Pinnacle Wealth Management, LLC
Very High 153
458
3
5
Redwood Financial Planning, LLC logo Redwood Financial Planning, LLC
Very High 155
621
4
4
Connected Wealth Solutions, LLC logo Connected Wealth Solutions, LLC
Very High 156
312
2
3
Cadence Wealth Management, LLC logo Cadence Wealth Management, LLC
Very High 156
156
1
3
Olde Wealth Management, LLC logo Olde Wealth Management, LLC
Very High 157
313
2
3
MarketRiders logo MarketRiders
Very High 159
477
3
6
Timepiece Financial Planning, Inc. logo Timepiece Financial Planning, Inc.
Very High 159
159
1
3
Moulton Wealth Management, Inc logo Moulton Wealth Management, Inc
Very High 159
477
3
5
SharpePoint, LLC logo SharpePoint, LLC
Very High 160
479
3
5
Burrus logo Burrus
Very High 161
322
2
5
Kanno Capital logo Kanno Capital
Very High 161
161
1
3
Spectrum Wealth Advisory Group, LLC logo Spectrum Wealth Advisory Group, LLC
Very High 162
646
4
5
Intirety, LLC logo Intirety, LLC
Very High 163
650
4
4
Shaker Financial Services logo Shaker Financial Services
Very High 165
329
2
6
Stangier Wealth Management logo Stangier Wealth Management
Very High 165
496
3
4
Pacific Capital Associates logo Pacific Capital Associates
Very High 166
497
3
6
Tingey Advisors Inc logo Tingey Advisors Inc
Very High 169
338
2
6
Soundpath Retirement Strategies, LLC logo Soundpath Retirement Strategies, LLC
Very High 173
690
4
8
Benham Advisory Group logo Benham Advisory Group
Very High 173
345
2
2
Abound Financial logo Abound Financial
Very High 175
525
3
3
Evergreen Wealth Partners LLC logo Evergreen Wealth Partners LLC
Very High 177
708
4
9
Saos Capital, LLC logo Saos Capital, LLC
Very High 179
536
3
4
Wayfinding Financial, LLC logo Wayfinding Financial, LLC
Very High 181
361
2
5
Financial Forum, Inc. logo Financial Forum, Inc.
Very High 191
572
3
4
Washington Park Capital Management, LLC logo Washington Park Capital Management, LLC
Very High 191
191
1
3
Taylor Securities Services, Inc. logo Taylor Securities Services, Inc.
Very High 191
765
4
11
Auspicious Financial Planning, LLC logo Auspicious Financial Planning, LLC
Very High 193
193
1
2
Graystone Partners Wealth Management, LLC logo Graystone Partners Wealth Management, LLC
Very High 194
581
3
5
Interwest Investment Advisors, Inc logo Interwest Investment Advisors, Inc
Very High 195
389
2
2
Fund Advisors of America Inc
Very High 195
585
3
3
Wealthguard Advisors, Inc. logo Wealthguard Advisors, Inc.
Very High 195
390
2
5
Windward Wealth Strategies, Inc. logo Windward Wealth Strategies, Inc.
Very High 197
394
2
3
Lettin Wealth Management Group, Inc. logo Lettin Wealth Management Group, Inc.
Very High 200
200
1
3
Axiom Investment Management LLC
Very High 201
201
1
10
RLB Financial logo RLB Financial
Very High 202
607
3
4
Wagner Planning logo Wagner Planning
Very High 203
203
1
5
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
4:8 Financial logo 4:8 Financial
Very High 205
821
4
8
Financial Avengers, Inc. logo Financial Avengers, Inc.
Very High 206
206
1
2
Borabond, LLC logo Borabond, LLC
Very High 207
207
1
3
RBA Wealth Management, LLC logo RBA Wealth Management, LLC
Very High 211
421
2
7
Hewell Financial Group, Inc. logo Hewell Financial Group, Inc.
Very High 217
217
1
1
Crown Point Wealth Advisors logo Crown Point Wealth Advisors
Very High 218
653
3
3
Palouse Capital Management, Inc. logo Palouse Capital Management, Inc.
Very High 219
877
4
4
Stock Management LLC logo Stock Management LLC
Very High 220
439
2
2
Acumen Financial Advisors, LLC
Very High 220
220
1
5
Arista Advisory Group, LLC logo Arista Advisory Group, LLC
Very High 222
222
1
3
Kiker Wealth Management, LLC logo Kiker Wealth Management, LLC
Very High 224
894
4
9
Solano Wealth Advisors logo Solano Wealth Advisors
Very High 228
456
2
7
Vista Advisor Group, LLC logo Vista Advisor Group, LLC
Very High 229
686
3
5
Trademark Financial Management, LLC logo Trademark Financial Management, LLC
Very High 229
458
2
5
Piedmont Capital Management, LLC logo Piedmont Capital Management, LLC
Very High 232
464
2
3
Pacific Financial Strategies, Inc. logo Pacific Financial Strategies, Inc.
Very High 238
713
3
5
Challenger Wealth Management logo Challenger Wealth Management
Very High 238
238
1
3
Baring Financial LLC
Very High 242
483
2
3
NBW Capital LLC logo NBW Capital LLC
Very High 252
0
1
3
Smartharvest Portfolios logo Smartharvest Portfolios
Very High 255
255
1
1
Jones & Associates Premier Financial Solutions logo Jones & Associates Premier Financial Solutions
Very High 260
519
2
3
Prevail Wealth Management logo Prevail Wealth Management
Very High 264
264
1
5
Newbore Wealth Management, Inc. logo Newbore Wealth Management, Inc.
Very High 264
528
2
3
CMG Capital Management Group, Inc. logo CMG Capital Management Group, Inc.
Very High 268
536
2
10
Sanchez Gaunt Capital Management, LLC logo Sanchez Gaunt Capital Management, LLC
Very High 277
830
3
5
Retirement Planning Specialists, Inc. logo Retirement Planning Specialists, Inc.
Very High 278
556
2
2
Portfolio Wealth Advisors logo Portfolio Wealth Advisors
Very High 283
283
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
Its Asset Management, L.P. logo Its Asset Management, L.P.
Very High 293
586
2
9
Blackburn Financial logo Blackburn Financial
Very High 297
593
2
2
Fisher & Wiens Wealth Management, LLC logo Fisher & Wiens Wealth Management, LLC
Very High 300
300
1
1
SavvyFi logo SavvyFi
Very High 307
307
1
15
Elevation Capital Advisory logo Elevation Capital Advisory
Very High 316
631
2
8
Encompass Wealth Advisors, LLC logo Encompass Wealth Advisors, LLC
Very High 318
1,272
4
5
Equanimity Financial Partners logo Equanimity Financial Partners
Very High 318
636
2
4
The Dowling Group Wealth Management logo The Dowling Group Wealth Management
Very High 321
321
1
3
Regents Partners, LLC logo Regents Partners, LLC
Very High 322
322
1
3
McAlvany Wealth Management, LLC logo McAlvany Wealth Management, LLC
Very High 325
650
2
5
True Financial Group logo True Financial Group
Very High 334
667
2
2
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
Gunderson Capital Management logo Gunderson Capital Management
Very High 347
694
2
4
Asia Pacific Financial Management Group, Inc. logo Asia Pacific Financial Management Group, Inc.
Very High 354
1,417
4
9
Monson Wealth Management, Inc. logo Monson Wealth Management, Inc.
Very High 364
364
1
3
North Financial Inc logo North Financial Inc
Very High 380
380
1
5
Pento Portfolio Strategies, LLC logo Pento Portfolio Strategies, LLC
Very High 437
874
2
3
Elite Financial, Inc.
Very High 439
439
1
1
Oliveira Wealth
Very High 494
988
2
4
Superior Planning Wealth Management & Family Office logo Superior Planning Wealth Management & Family Office
Very High 509
509
1
12
Arta Finance logo Arta Finance
Very High 522
1,043
2
68
Catalyst Financial NW Corporation logo Catalyst Financial NW Corporation
Very High 527
1,054
2
4
Pacifica Partners Capital Management logo Pacifica Partners Capital Management
Very High 544
544
1
10
Meixler Investment Management, Ltd. logo Meixler Investment Management, Ltd.
Very High 561
561
1
1
Preston Investments logo Preston Investments
Very High 842
2,526
3
4
Sierra Asset Management logo Sierra Asset Management
Very High 849
849
1
3
Plan Confidence Corporation logo Plan Confidence Corporation
Very High 859
859
1
3
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