Clients per advisor for Team firms serving clients in Alabama

In Alabama, team-based financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market. With 421 firms operating in the state, the median clients per advisor is 79, notably above the national median of around 50 for similar-sized teams. This suggests that Alabama firms often adopt more scalable, process-driven approaches, managing larger client loads per advisor. For consumers, this may indicate a greater emphasis on efficiency and standardized service models rather than highly personalized attention. Understanding this dynamic can help clients gauge the type of advisory experience they might expect when working with team firms in Alabama.

Team firms nationally 3,584 firms
Very Low 17-34 per advisor
Low 34-51
Typical 51-73
High 73-109
Very High 109-216
5th 20th 40th 60th 80th 95th

Median: 61

Firm
Client/advisor ratio
Clients
Advisors
Staff
Tom Johnson Investment Management, LLC logo Tom Johnson Investment Management, LLC
Very High 906
5,437
6
11
Cary Street Partners Asset Management logo Cary Street Partners Asset Management
Very High 902
1,804
2
49
Washington Crossing Advisors LLC logo Washington Crossing Advisors LLC
Very High 788
3,152
4
10
R.T. Jones Capital Equities Management Inc. logo R.T. Jones Capital Equities Management Inc.
Very High 773
4,636
6
7
Retirement Management Systems logo Retirement Management Systems
Very High 758
3,032
4
11
W&S Advisory Services, LLC logo W&S Advisory Services, LLC
Very High 743
6,689
9
9
RSW Investments logo RSW Investments
Very High 706
1,412
2
10
Estabrook Capital Management LLC logo Estabrook Capital Management LLC
Very High 697
697
1
10
Atlas Capital Management Corp logo Atlas Capital Management Corp
Very High 652
3,261
5
9
Public Advisors LLC logo Public Advisors LLC
Very High 646
4,521
7
44
Jazz Wealth Managers, Inc. logo Jazz Wealth Managers, Inc.
Very High 636
3,182
5
9
Minneapolis Portfolio Management Group, LLC logo Minneapolis Portfolio Management Group, LLC
Very High 577
1,732
3
9
Uniplan Investment Counsel, Inc. logo Uniplan Investment Counsel, Inc.
Very High 572
1,715
3
11
Main Street Retirement Planning, LLC logo Main Street Retirement Planning, LLC
Very High 563
1,688
3
3
Absolute Capital Management, LLC logo Absolute Capital Management, LLC
Very High 554
1,663
3
11
Financial Concepts logo Financial Concepts
Very High 504
2,518
5
19
Catalyst Wealth Management  LLC logo Catalyst Wealth Management LLC
Very High 477
9,549
20
22
RPG Investment Advisory, LLC logo RPG Investment Advisory, LLC
Very High 477
953
2
9
Miller Tabak Asset Management logo Miller Tabak Asset Management
Very High 468
936
2
9
Vantage Financial partners, LLC logo Vantage Financial partners, LLC
Very High 466
1,865
4
26
Berkshire Asset Management, LLC logo Berkshire Asset Management, LLC
Very High 464
2,322
5
11
Axos Invest, Inc logo Axos Invest, Inc
Very High 453
6,792
15
15
Abner Herrman & Brock, LLC logo Abner Herrman & Brock, LLC
Very High 450
2,251
5
13
180 Wealth Advisors, LLC logo 180 Wealth Advisors, LLC
Very High 440
1,320
3
11
American Financial Advisors, LLC. logo American Financial Advisors, LLC.
Very High 408
816
2
6
Compass Financial Group, INC logo Compass Financial Group, INC
Very High 382
2,675
7
13
Southern Financial Group, LLC logo Southern Financial Group, LLC
Very High 380
1,140
3
8
Barnes Pettey Financial Advisors, LLC logo Barnes Pettey Financial Advisors, LLC
Very High 378
3,024
8
13
Euro Pacific Asset Management, LLC logo Euro Pacific Asset Management, LLC
Very High 359
3,587
10
14
Giverny Capital Asset Management
Very High 337
337
1
3
Global Assets Advisory, LLC logo Global Assets Advisory, LLC
Very High 322
2,572
8
29
Origin Investment Advisory LLC logo Origin Investment Advisory LLC
Very High 316
7,591
24
41
BHK Investment Advisors logo BHK Investment Advisors
Very High 304
304
1
9
AM Investment Strategies, LLC
Very High 288
576
2
5
Reliant Wealth Planning, LLC logo Reliant Wealth Planning, LLC
Very High 283
1,700
6
13
Patten and Patten, Inc. logo Patten and Patten, Inc.
Very High 280
841
3
13
Glen Eagle Advisors, LLC logo Glen Eagle Advisors, LLC
Very High 280
3,361
12
21
Evergreen Advisors, LLC logo Evergreen Advisors, LLC
Very High 244
487
2
6
Richard Young Advisors logo Richard Young Advisors
Very High 243
1,940
8
16
Lee Danner & Bass Inc logo Lee Danner & Bass Inc
Very High 240
959
4
11
Traynor Capital Management logo Traynor Capital Management
Very High 227
1,590
7
12
WestEnd Advisors, LLC logo WestEnd Advisors, LLC
Very High 225
4,050
18
29
Nelson Securities,Inc. logo Nelson Securities,Inc.
Very High 224
2,016
9
15
Fiscal Wisdom Wealth Management LLC logo Fiscal Wisdom Wealth Management LLC
Very High 223
2,676
12
18
Innovative Wealth Building LLC logo Innovative Wealth Building LLC
Very High 221
1,770
8
17
GR Financial Group, LLC logo GR Financial Group, LLC
Very High 221
1,548
7
10
Chatterton & Associates logo Chatterton & Associates
Very High 220
1,542
7
31
SEM Wealth Management logo SEM Wealth Management
Very High 220
1,980
9
11
Benjamin F. Edwards Wealth Management, LLC logo Benjamin F. Edwards Wealth Management, LLC
Very High 220
1,099
5
12
Johnson Brunetti logo Johnson Brunetti
Very High 216
6,038
28
64
REAP Financial Group, LLC logo REAP Financial Group, LLC
Very High 214
1,284
6
28
Whitaker-Myers Wealth Managers, Ltd. logo Whitaker-Myers Wealth Managers, Ltd.
Very High 214
3,422
16
29
Vestia Personal Wealth Advisors logo Vestia Personal Wealth Advisors
Very High 209
3,970
19
31
Hahn Financial Group logo Hahn Financial Group
Very High 205
1,846
9
16
Paul Winkler, Inc. logo Paul Winkler, Inc.
Very High 202
2,419
12
22
Spectrum Financial Alliance, Ltd., L.L.C. logo Spectrum Financial Alliance, Ltd., L.L.C.
Very High 201
604
3
13
The Lloyd Advisory Group logo The Lloyd Advisory Group
Very High 200
1,202
6
13
Ignite Planners LLC logo Ignite Planners LLC
Very High 200
4,605
23
36
Meeder Advisory Services, Inc. logo Meeder Advisory Services, Inc.
Very High 200
3,594
18
73
Cullinan Associates, Inc. logo Cullinan Associates, Inc.
Very High 200
599
3
17
Asset Dedication, LLC logo Asset Dedication, LLC
Very High 199
1,986
10
10
Clarity Financial Advisors LLC logo Clarity Financial Advisors LLC
Very High 197
985
5
8
Mach-1 Financial Group, LLC logo Mach-1 Financial Group, LLC
Very High 196
1,566
8
20
Berkeley Capital Partners, LLC logo Berkeley Capital Partners, LLC
Very High 195
1,557
8
11
IBN Advisory Services, Inc.
Very High 188
1,503
8
8
Scarborough Capital Management logo Scarborough Capital Management
Very High 178
2,664
15
23
Teamwork Financial Advisors, LLC logo Teamwork Financial Advisors, LLC
Very High 177
2,480
14
30
SageGuard Financial Group, LLC logo SageGuard Financial Group, LLC
Very High 176
2,469
14
14
Retirement Investment Advisors Inc logo Retirement Investment Advisors Inc
Very High 175
1,399
8
15
CPS Investment Advisors logo CPS Investment Advisors
Very High 173
3,107
18
60
GuideStream Financial, Inc. logo GuideStream Financial, Inc.
Very High 171
854
5
9
Saratoga Research & Investment Management logo Saratoga Research & Investment Management
Very High 170
2,554
15
21
Retirable logo Retirable
Very High 170
2,210
13
23
Nectarine logo Nectarine
Very High 169
3,210
19
32
Key Capital Management, Inc. logo Key Capital Management, Inc.
Very High 167
2,006
12
35
Capital Advisors Wealth Management logo Capital Advisors Wealth Management
Very High 166
993
6
10
Wealth Preservation Advisors, LLC logo Wealth Preservation Advisors, LLC
Very High 165
330
2
3
Cloud Investments, LLC logo Cloud Investments, LLC
Very High 163
980
6
6
Southern Capital Advisors, LLC logo Southern Capital Advisors, LLC
Very High 162
812
5
5
Motley Fool Wealth Management, LLC logo Motley Fool Wealth Management, LLC
Very High 161
2,099
13
39
Zoe Financial, Inc. logo Zoe Financial, Inc.
Very High 161
1,608
10
45
Woodley Farra logo Woodley Farra
Very High 159
1,591
10
14
Sandhill Investment Management logo Sandhill Investment Management
Very High 157
2,044
13
22
KLCM Advisors, Inc. logo KLCM Advisors, Inc.
Very High 156
625
4
11
PSI Advisors, LLC logo PSI Advisors, LLC
Very High 155
1,704
11
22
SMI Advisory Services, LLC logo SMI Advisory Services, LLC
Very High 154
1,080
7
7
KPP Advisory Services LLC logo KPP Advisory Services LLC
Very High 154
3,995
26
36
LVZ, Inc. logo LVZ, Inc.
Very High 152
2,438
16
24
Hendricks Wealth and Estate Management logo Hendricks Wealth and Estate Management
Very High 152
913
6
7
Matrix Asset Advisors Inc logo Matrix Asset Advisors Inc
Very High 152
607
4
12
Brogan Financial logo Brogan Financial
Very High 148
741
5
31
Total Investment Management, Inc. logo Total Investment Management, Inc.
Very High 148
1,184
8
12
Deltec Asset Management LLC logo Deltec Asset Management LLC
Very High 148
148
1
15
Compass Financial Advisory Services, LLC logo Compass Financial Advisory Services, LLC
Very High 147
1,031
7
12
Advantage Wealth Partners logo Advantage Wealth Partners
Very High 143
570
4
10
Alliance Wealth Management Partners LLC
Very High 141
706
5
13
Rollins Financial Advisors, LLC logo Rollins Financial Advisors, LLC
Very High 140
982
7
14
Greatmark Investment Partners, Inc. logo Greatmark Investment Partners, Inc.
Very High 140
420
3
7
Vertis Wealth, LLC logo Vertis Wealth, LLC
Very High 139
833
6
17
Values First Advisors, Inc. logo Values First Advisors, Inc.
Very High 138
967
7
12
J. L. Bainbridge & Co., Inc. logo J. L. Bainbridge & Co., Inc.
Very High 138
828
6
11
Slagle Financial, LLC logo Slagle Financial, LLC
Very High 137
1,510
11
21
Azzad Asset Management, Inc. logo Azzad Asset Management, Inc.
Very High 136
1,494
11
18
Montz Harcus Wealth Management logo Montz Harcus Wealth Management
Very High 133
667
5
9
SWAN Capital logo SWAN Capital
Very High 133
667
5
21
Carson Advisory Group logo Carson Advisory Group
Very High 133
933
7
7
American Financial Advisors Inc logo American Financial Advisors Inc
Very High 133
799
6
8
Driven Investments LLC logo Driven Investments LLC
Very High 132
1,192
9
9
Beacon Financial Group logo Beacon Financial Group
Very High 132
1,052
8
18
RWM Capital, LLC logo RWM Capital, LLC
Very High 131
1,437
11
63
12 Th Street Asset Management logo 12 Th Street Asset Management
Very High 129
517
4
5
Jackson Wealth Management, LLC logo Jackson Wealth Management, LLC
Very High 129
900
7
10
Synergy Asset Management, LLC logo Synergy Asset Management, LLC
Very High 128
1,153
9
14
Berthel, Fisher & Company Financial Services, Inc. logo Berthel, Fisher & Company Financial Services, Inc.
Very High 128
3,323
26
100
Patriot Investment Management Group Inc logo Patriot Investment Management Group Inc
Very High 127
1,518
12
25
Steel Grove Capital Advisors, LLC logo Steel Grove Capital Advisors, LLC
Very High 124
867
7
13
Sunburst Financial Group, LLC logo Sunburst Financial Group, LLC
Very High 124
865
7
9
Waters, Parkerson & Co., LLC logo Waters, Parkerson & Co., LLC
Very High 124
741
6
12
United Advisors America logo United Advisors America
Very High 122
2,809
23
28
Ballew Advisors Inc logo Ballew Advisors Inc
Very High 122
853
7
11
Beacon Capital Management, LLC logo Beacon Capital Management, LLC
Very High 121
2,064
17
39
LBMC Investment Advisors, LLC logo LBMC Investment Advisors, LLC
Very High 121
485
4
8
Discipline Wealth Solutions, Inc. logo Discipline Wealth Solutions, Inc.
Very High 120
1,919
16
18
Suncoast Equity Management, LLC logo Suncoast Equity Management, LLC
Very High 120
838
7
12
Jamison Private Wealth Management, Inc. logo Jamison Private Wealth Management, Inc.
Very High 118
472
4
5
Argent Advisors, Inc. logo Argent Advisors, Inc.
Very High 118
1,410
12
27
CapWealth Advisors, LLC logo CapWealth Advisors, LLC
Very High 117
1,407
12
19
Star Capital Inc. logo Star Capital Inc.
Very High 116
697
6
6
Cascade Investment Group, Inc. logo Cascade Investment Group, Inc.
Very High 116
580
5
6
EPG Wealth Management LLC logo EPG Wealth Management LLC
Very High 116
1,156
10
14
OneAscent Wealth Management logo OneAscent Wealth Management
Very High 115
916
8
23
Ashton Thomas Securities, LLC logo Ashton Thomas Securities, LLC
Very High 114
2,281
20
46
Firethorn Wealth Partners, LLC logo Firethorn Wealth Partners, LLC
Very High 113
679
6
9
MSH Capital Advisors LLC logo MSH Capital Advisors LLC
Very High 113
2,257
20
35
Navellier & Associates Inc logo Navellier & Associates Inc
Very High 113
1,238
11
21
Bridgeport Financial Solutions logo Bridgeport Financial Solutions
Very High 112
895
8
9
Markowski Investments logo Markowski Investments
Very High 112
1,227
11
11
Meld Financial, Inc. logo Meld Financial, Inc.
Very High 111
1,114
10
15
Intellus Advisors, LLC logo Intellus Advisors, LLC
Very High 111
1,002
9
15
TVAMP, LLC logo TVAMP, LLC
Very High 109
2,516
23
38
Early McClintic & McMillan, LLC logo Early McClintic & McMillan, LLC
High 108
647
6
9
Sollinda Capital Management LLC logo Sollinda Capital Management LLC
High 107
1,710
16
20
Longview Wealth Management logo Longview Wealth Management
High 107
1,173
11
24
Northwest Financial Advisors LLC logo Northwest Financial Advisors LLC
High 106
1,908
18
37
WMG Financial Advisors, LLC logo WMG Financial Advisors, LLC
High 106
1,589
15
18
Bill Few Associates, Inc. logo Bill Few Associates, Inc.
High 106
2,954
28
31
Torray Investment Partners LLC logo Torray Investment Partners LLC
High 105
526
5
10
WealthPLAN Partners logo WealthPLAN Partners
High 105
1,677
16
56
Money Management Services Inc logo Money Management Services Inc
High 104
521
5
12
Mitchell, Mcleod, Pugh & Williams, Inc. logo Mitchell, Mcleod, Pugh & Williams, Inc.
High 104
935
9
15
SLP Wealth logo SLP Wealth
High 104
1,657
16
23
Simplified Wealth Management logo Simplified Wealth Management
High 101
707
7
9
Shufro, Rose & CO., LLC logo Shufro, Rose & CO., LLC
High 101
1,207
12
27
Creekmur Asset Management, LLC logo Creekmur Asset Management, LLC
High 100
1,897
19
36
Claris Financial, LLC logo Claris Financial, LLC
High 100
599
6
8
Young Richard C & Co Ltd logo Young Richard C & Co Ltd
High 100
798
8
14
ALTA Capital Management LLC logo ALTA Capital Management LLC
High 99
1,193
12
19
Heritage Investment Group, Inc. logo Heritage Investment Group, Inc.
High 99
894
9
21
Rowland Miller + Partners LLC logo Rowland Miller + Partners LLC
High 99
197
2
5
HHM Wealth Advisors, LLC logo HHM Wealth Advisors, LLC
High 98
1,180
12
20
Mayfair Advisory Group, LLC logo Mayfair Advisory Group, LLC
High 97
389
4
4
Freedom Investment Management, Inc. logo Freedom Investment Management, Inc.
High 97
485
5
9
Form Wealth Advisors, LLC logo Form Wealth Advisors, LLC
High 96
771
8
16
Mag Cap logo Mag Cap
High 96
1,437
15
18
RIA Advisors logo RIA Advisors
High 95
1,235
13
16
Forthright Wealth Management, LLC logo Forthright Wealth Management, LLC
High 95
567
6
10
Cyr Financial Inc. logo Cyr Financial Inc.
High 94
472
5
9
Jackson Thornton Wealth Management, LLC logo Jackson Thornton Wealth Management, LLC
High 94
943
10
16
Ruedi Wealth Management, Inc. logo Ruedi Wealth Management, Inc.
High 92
461
5
5
Legacy Wealth Management, LLC logo Legacy Wealth Management, LLC
High 91
1,460
16
22
Waddell & Associates, LLC logo Waddell & Associates, LLC
High 91
1,001
11
21
Guidestone Advisors
High 91
2,087
23
34
Delta Asset Management, LLC logo Delta Asset Management, LLC
High 91
543
6
10
PAX Financial Group logo PAX Financial Group
High 90
1,350
15
22
AssetBuilder, Inc. logo AssetBuilder, Inc.
High 89
714
8
11
RDA Financial network logo RDA Financial network
High 89
1,514
17
17
Hibernia Wealth Partners, LLC logo Hibernia Wealth Partners, LLC
High 89
623
7
10
TCP Asset Management, LLC logo TCP Asset Management, LLC
High 89
2,221
25
43
Allgen Financial Advisors, Inc. logo Allgen Financial Advisors, Inc.
High 89
1,062
12
17
Stewardship Advisory Group, LLC logo Stewardship Advisory Group, LLC
High 88
530
6
17
ELE Advisory Services, Inc logo ELE Advisory Services, Inc
High 88
1,143
13
13
Marks Group Wealth Management, Inc. logo Marks Group Wealth Management, Inc.
High 87
782
9
14
Park Place Capital Corporation logo Park Place Capital Corporation
High 87
607
7
20
Foster Victor logo Foster Victor
High 86
1,638
19
42
Andrew Garrett Inc. logo Andrew Garrett Inc.
High 86
1,118
13
14
Summit Asset Management LLC logo Summit Asset Management LLC
High 86
515
6
8
Phillips and Company Advisors LLC logo Phillips and Company Advisors LLC
High 85
1,110
13
19
Waypoint Wealth Counsel LLC logo Waypoint Wealth Counsel LLC
High 85
256
3
4
Apex Strategic Wealth, LLC logo Apex Strategic Wealth, LLC
High 85
597
7
8
Beam Wealth Advisors, Inc. logo Beam Wealth Advisors, Inc.
High 85
2,207
26
27
George M. Hiller Companies, LLC logo George M. Hiller Companies, LLC
High 85
423
5
5
Kingsmark Private Financial Advisors, LLC logo Kingsmark Private Financial Advisors, LLC
High 83
416
5
9
Caldwell Advisors, LLC logo Caldwell Advisors, LLC
High 83
499
6
8
Wellesley Asset Management, Inc. logo Wellesley Asset Management, Inc.
High 83
1,246
15
30
Wedgewood Partners, Inc. logo Wedgewood Partners, Inc.
High 83
331
4
10
BCG Securities, inc. logo BCG Securities, inc.
High 82
2,060
25
55
Boldin Advisors logo Boldin Advisors
High 82
821
10
15
Confidence Wealth Management, Inc. logo Confidence Wealth Management, Inc.
High 82
737
9
19
Cornerstone Wealth logo Cornerstone Wealth
High 82
2,373
29
50
Sherrill & Hutchins Financial Advisory Inc logo Sherrill & Hutchins Financial Advisory Inc
High 82
409
5
8
Invest Capital Partners logo Invest Capital Partners
High 81
647
8
13
Paradigm Investment Advisory, LLC logo Paradigm Investment Advisory, LLC
High 81
644
8
8
TCFG Investment Advisors, LLC logo TCFG Investment Advisors, LLC
High 80
2,334
29
29
Bellwether Wealth logo Bellwether Wealth
High 80
482
6
12
Golden Reserve Retirement, LLC logo Golden Reserve Retirement, LLC
High 80
2,008
25
45
Invista Advisors logo Invista Advisors
High 80
640
8
8
CFO4Life logo CFO4Life
High 80
877
11
22
Element Squared Private Wealth logo Element Squared Private Wealth
High 80
478
6
7
Rebalance LLC logo Rebalance LLC
High 80
636
8
17
Ables, Iannone, Moore & Associates, Inc. logo Ables, Iannone, Moore & Associates, Inc.
High 79
395
5
5
Century Management Financial Advisors logo Century Management Financial Advisors
High 79
707
9
16
Kimery Wealth Management, LLC logo Kimery Wealth Management, LLC
High 79
471
6
10
Everhart Advisors logo Everhart Advisors
High 78
2,268
29
59
Whalen Financial logo Whalen Financial
High 78
391
5
10
TrueWealth Advisors, LLC logo TrueWealth Advisors, LLC
High 78
1,090
14
21
Midwest Financial Group LLC logo Midwest Financial Group LLC
High 78
931
12
12
Cookson Peirce Wealth Management logo Cookson Peirce Wealth Management
High 77
1,544
20
29
Fairvoy Private Wealth, LLC logo Fairvoy Private Wealth, LLC
High 77
463
6
8
National Wealth Management Group, LLC logo National Wealth Management Group, LLC
High 77
1,308
17
18
Selective Wealth Management, Inc. logo Selective Wealth Management, Inc.
High 76
688
9
9
Infinity Tax & Financial Planning logo Infinity Tax & Financial Planning
High 76
382
5
9
Inlight Wealth logo Inlight Wealth
High 76
229
3
6
Diversified, LLC logo Diversified, LLC
High 76
1,982
26
53
Great Hill Capital, LLC
High 76
76
1
1
Occidental Asset Management, LLC logo Occidental Asset Management, LLC
High 76
908
12
15
Uptick Partners, LLC logo Uptick Partners, LLC
High 76
1,135
15
25
Vista Investment Partners LLC logo Vista Investment Partners LLC
High 75
452
6
9
Dentist Advisors logo Dentist Advisors
High 75
752
10
24
Greenwood Gearhart, LLC logo Greenwood Gearhart, LLC
High 75
1,051
14
26
Argent Wealth, LLC logo Argent Wealth, LLC
High 75
450
6
11
The Arkansas Financial Group, Inc. logo The Arkansas Financial Group, Inc.
High 73
367
5
11
FEFA Financial logo FEFA Financial
Typical 73
1,679
23
27
Cypress Capital, LLC logo Cypress Capital, LLC
Typical 73
657
9
12
Family Investment Center logo Family Investment Center
Typical 73
873
12
20
CJM Wealth Advisers, LTD. logo CJM Wealth Advisers, LTD.
Typical 72
860
12
13
Provise Management Group, LLC logo Provise Management Group, LLC
Typical 71
1,139
16
22
Summit Financial Wealth Advisors logo Summit Financial Wealth Advisors
Typical 71
1,208
17
22
Delta Financial Advisors, L.L.C. logo Delta Financial Advisors, L.L.C.
Typical 70
211
3
5
Rothschild Investment LLC logo Rothschild Investment LLC
Typical 70
1,191
17
39
Masterworks Advisers, LLC logo Masterworks Advisers, LLC
Typical 70
1,045
15
15
Guardian Wealth Management, LLC logo Guardian Wealth Management, LLC
Typical 70
348
5
11
Darwin Wealth Management logo Darwin Wealth Management
Typical 70
835
12
12
Christy Capital Management, Inc. logo Christy Capital Management, Inc.
Typical 70
765
11
22
Kinetic Investment Management, Inc. logo Kinetic Investment Management, Inc.
Typical 69
1,453
21
31
Jt Stratford, LLC logo Jt Stratford, LLC
Typical 69
1,238
18
18
Turner Financial Group, Inc. logo Turner Financial Group, Inc.
Typical 68
547
8
12
Weaver Capital Management, LLC logo Weaver Capital Management, LLC
Typical 68
203
3
5
HORAN Wealth, LLC logo HORAN Wealth, LLC
Typical 67
1,408
21
32
Desert Rose Capital Management, Inc. logo Desert Rose Capital Management, Inc.
Typical 66
723
11
22
Financial Sense Advisors, Inc. logo Financial Sense Advisors, Inc.
Typical 65
588
9
11
Abound Wealth Management, LLC logo Abound Wealth Management, LLC
Typical 65
914
14
41
Insight Folios logo Insight Folios
Typical 65
1,228
19
19
Loftin Wealth Partners logo Loftin Wealth Partners
Typical 65
387
6
6
Modern Capital Advisors, LLC logo Modern Capital Advisors, LLC
Typical 64
1,221
19
19
Capital Square, LLC logo Capital Square, LLC
Typical 64
704
11
11
Arcus Capital Partners, LLC logo Arcus Capital Partners, LLC
Typical 64
447
7
15
Provident Investment Management, Inc. logo Provident Investment Management, Inc.
Typical 64
318
5
10
Ethos Financial Group, LLC logo Ethos Financial Group, LLC
Typical 63
1,709
27
38
Axient Investment Advisors LLC logo Axient Investment Advisors LLC
Typical 62
749
12
18
Personal CFO Solutions LLC logo Personal CFO Solutions LLC
Typical 62
624
10
18
Southern Capital Services Inc logo Southern Capital Services Inc
Typical 62
373
6
9
Pgi Wealth Management logo Pgi Wealth Management
Typical 62
497
8
9
Unique Wealth, LLC logo Unique Wealth, LLC
Typical 62
807
13
15
BlueChip Wealth Advisors LLC logo BlueChip Wealth Advisors LLC
Typical 62
372
6
8
Dash Investments logo Dash Investments
Typical 62
432
7
9
SmartPath Advisors logo SmartPath Advisors
Typical 62
369
6
18
Baldwin Wealth Partners, LLC logo Baldwin Wealth Partners, LLC
Typical 62
738
12
34
Optivise Advisory Services LLC logo Optivise Advisory Services LLC
Typical 61
1,227
20
25
American Wealth Management, Inc. logo American Wealth Management, Inc.
Typical 61
550
9
10
Ellsworth Advisors, LLC logo Ellsworth Advisors, LLC
Typical 61
853
14
16
Novak & Powell Financial Services, Inc. logo Novak & Powell Financial Services, Inc.
Typical 61
426
7
7
Insight Wealth Partners logo Insight Wealth Partners
Typical 60
959
16
16
Main Street Research LLC logo Main Street Research LLC
Typical 60
1,018
17
24
Woodstock Wealth Management, Inc. logo Woodstock Wealth Management, Inc.
Typical 60
1,554
26
26
Cypress Wealth Services, LLC logo Cypress Wealth Services, LLC
Typical 59
825
14
21
DAI Wealth, LLC logo DAI Wealth, LLC
Typical 59
1,466
25
40
The Norden Group LLC logo The Norden Group LLC
Typical 58
1,271
22
30
Aptus Financial, LLC logo Aptus Financial, LLC
Typical 58
634
11
11
Godsey & Gibb Wealth Management logo Godsey & Gibb Wealth Management
Typical 57
747
13
23
Oxbow Advisors, LLC logo Oxbow Advisors, LLC
Typical 57
688
12
13
Marble Wealth, LLC logo Marble Wealth, LLC
Typical 57
286
5
6
CAP Partners, LLC logo CAP Partners, LLC
Typical 57
399
7
12
Peak Retirement Planning, Inc. logo Peak Retirement Planning, Inc.
Typical 57
910
16
22
Goodwin Investment Advisory logo Goodwin Investment Advisory
Typical 57
397
7
13
Atticus Wealth Management logo Atticus Wealth Management
Typical 56
393
7
8
Resolute Wealth Strategies, LLC logo Resolute Wealth Strategies, LLC
Typical 56
279
5
7
Gagnon Securities, LLC logo Gagnon Securities, LLC
Typical 56
1,058
19
19
Mission Creek Capital Partners, Inc. logo Mission Creek Capital Partners, Inc.
Typical 55
499
9
14
Bts Asset Management, Inc. logo Bts Asset Management, Inc.
Typical 55
443
8
13
CPC Advisors, LLC logo CPC Advisors, LLC
Typical 55
934
17
29
Cadent Capital Advisors, LLC logo Cadent Capital Advisors, LLC
Typical 55
602
11
15
Rather & Kittrell, Inc. logo Rather & Kittrell, Inc.
Typical 55
982
18
32
Financial Synergies logo Financial Synergies
Typical 55
927
17
21
Element Wealth, LLC logo Element Wealth, LLC
Typical 54
652
12
15
Greenup Wealth logo Greenup Wealth
Typical 54
973
18
20
Aviance Capital Partners LLC logo Aviance Capital Partners LLC
Typical 53
372
7
11
Montag logo Montag
Typical 53
477
9
30
BankPlus Wealth Advisors logo BankPlus Wealth Advisors
Typical 53
633
12
19
Walser Wealth Management Company, A Limited Liability Company logo Walser Wealth Management Company, A Limited Liability Company
Typical 53
685
13
26
Cahaba Wealth Management, Inc. logo Cahaba Wealth Management, Inc.
Typical 52
888
17
23
Bellwether Investment Group, LLC logo Bellwether Investment Group, LLC
Typical 52
313
6
6
Noesis Capital Management Corp logo Noesis Capital Management Corp
Typical 52
362
7
12
AMB Wealth, LLC logo AMB Wealth, LLC
Typical 52
878
17
22
McDonald Partners LLC logo McDonald Partners LLC
Low 51
1,131
22
29
United Wealth Management, LLC logo United Wealth Management, LLC
Low 51
257
5
5
Mckinley Carter Wealth Services, Inc. logo Mckinley Carter Wealth Services, Inc.
Low 51
1,231
24
32
Oak Harvest Investment Services logo Oak Harvest Investment Services
Low 51
968
19
44
BCR Wealth Strategies logo BCR Wealth Strategies
Low 51
354
7
11
Client 1st Advisory Group logo Client 1st Advisory Group
Low 50
353
7
8
Marietta Wealth Management, LLC logo Marietta Wealth Management, LLC
Low 50
448
9
12
Horter Investment Management, LLC logo Horter Investment Management, LLC
Low 50
1,292
26
43
TD Capital Management LLC logo TD Capital Management LLC
Low 49
445
9
15
Signal Securities, Inc. logo Signal Securities, Inc.
Low 49
1,137
23
35
Cross State Financial Group LLC logo Cross State Financial Group LLC
Low 49
395
8
10
WealthTrust Asset Management, LLC logo WealthTrust Asset Management, LLC
Low 49
243
5
7
Private Capital Management logo Private Capital Management
Low 48
432
9
21
Hill Investment Group logo Hill Investment Group
Low 48
380
8
12
Ferguson Shapiro LLC logo Ferguson Shapiro LLC
Low 47
332
7
9
Second Line Capital, LLC logo Second Line Capital, LLC
Low 47
1,127
24
28
Total Clarity Wealth Management, Inc logo Total Clarity Wealth Management, Inc
Low 47
1,032
22
26
Treasure Coast Financial Planning, Inc. logo Treasure Coast Financial Planning, Inc.
Low 47
234
5
6
Brown Financial Advisory logo Brown Financial Advisory
Low 46
275
6
8
The Retirement Solution LLC logo The Retirement Solution LLC
Low 46
823
18
35
Decker Wealth Management, LLC logo Decker Wealth Management, LLC
Low 46
320
7
7
RiverFront Investment Group, LLC logo RiverFront Investment Group, LLC
Low 46
1,185
26
46
The Wealth Boutique logo The Wealth Boutique
Low 45
317
7
12
James Investment Research Inc logo James Investment Research Inc
Low 45
404
9
15
Eubel Brady & Suttman logo Eubel Brady & Suttman
Low 44
755
17
34
Horizons Sustainable Financial Services, Inc. logo Horizons Sustainable Financial Services, Inc.
Low 44
310
7
7
Kelman Lazarov Inc logo Kelman Lazarov Inc
Low 44
574
13
17
BSG Advisers logo BSG Advisers
Low 44
264
6
9
TRADEway logo TRADEway
Low 44
611
14
36
Regimen Wealth, LLC logo Regimen Wealth, LLC
Low 43
216
5
6
John G. Ullman & Associates, Inc logo John G. Ullman & Associates, Inc
Low 43
992
23
58
Mosaic Wealth logo Mosaic Wealth
Low 43
774
18
22
Stansberry Asset Management, LLC logo Stansberry Asset Management, LLC
Low 42
975
23
34
Foundation Resource Management, Inc. logo Foundation Resource Management, Inc.
Low 42
211
5
9
Clarus Wealth Advisors, LLC logo Clarus Wealth Advisors, LLC
Low 42
502
12
13
Greenwood Capital Associates, LLC logo Greenwood Capital Associates, LLC
Low 41
660
16
21
Smith Thornton Advisors, LLC logo Smith Thornton Advisors, LLC
Low 41
327
8
9
Nasdaq Dorsey Wright logo Nasdaq Dorsey Wright
Low 40
806
20
25
Invicta Financial Group logo Invicta Financial Group
Low 40
477
12
12
Woodmont Investment Counsel, LLC logo Woodmont Investment Counsel, LLC
Low 40
437
11
15
Alterna Wealth Management, Inc. logo Alterna Wealth Management, Inc.
Low 40
1,151
29
55
Highbrook Capital Partners logo Highbrook Capital Partners
Low 40
158
4
6
Navigate Wealth Management, LLC logo Navigate Wealth Management, LLC
Low 39
271
7
8
Flagstar Advisors logo Flagstar Advisors
Low 37
1,004
27
37
Apforia logo Apforia
Low 37
368
10
18
Capital Markets IQ, LLC logo Capital Markets IQ, LLC
Low 37
698
19
23
Cardea Capital Advisors, LLC logo Cardea Capital Advisors, LLC
Low 37
256
7
9
Cannon Financial Strategists, Inc. logo Cannon Financial Strategists, Inc.
Low 37
986
27
33
Econologics Financial Advisors logo Econologics Financial Advisors
Low 36
291
8
18
ARIA Wealth Management logo ARIA Wealth Management
Low 36
218
6
9
Patton Albertson Miller Group, LLC logo Patton Albertson Miller Group, LLC
Low 36
611
17
23
Veracity Capital LLC logo Veracity Capital LLC
Low 36
359
10
12
MPWM Advisory Solutions LLC logo MPWM Advisory Solutions LLC
Low 36
573
16
20
Mainsail Asset Management, LLC logo Mainsail Asset Management, LLC
Low 36
142
4
7
The Putney Financial Group LLC logo The Putney Financial Group LLC
Low 35
212
6
8
Denver PWM, LLC logo Denver PWM, LLC
Very Low 34
204
6
6
Harmony Asset Management LLC logo Harmony Asset Management LLC
Very Low 33
266
8
10
Kassouf Wealth Advisors, LLC logo Kassouf Wealth Advisors, LLC
Very Low 33
198
6
10
Indivisible Partners logo Indivisible Partners
Very Low 33
460
14
24
Keenan Financial logo Keenan Financial
Very Low 33
751
23
27
Equitycompass Investment Management, LLC logo Equitycompass Investment Management, LLC
Very Low 33
163
5
14
BMSS Wesson Wealth Solutions logo BMSS Wesson Wealth Solutions
Very Low 33
260
8
11
Stirlingshire Investments logo Stirlingshire Investments
Very Low 32
760
24
29
Saltmarsh Financial Advisors, LLC logo Saltmarsh Financial Advisors, LLC
Very Low 31
219
7
7
Requisite Capital Management LLC logo Requisite Capital Management LLC
Very Low 31
218
7
11
SlateStone Wealth LLC logo SlateStone Wealth LLC
Very Low 31
558
18
28
Register Financial Advisors, LLC logo Register Financial Advisors, LLC
Very Low 31
433
14
15
Guardian Wealth Partners, LLC logo Guardian Wealth Partners, LLC
Very Low 31
402
13
75
Meadow Creek Wealth Advisors, LLC logo Meadow Creek Wealth Advisors, LLC
Very Low 31
153
5
5
JMF Capstone Wealth Management logo JMF Capstone Wealth Management
Very Low 31
214
7
8
WaFd Wealth, Inc logo WaFd Wealth, Inc
Very Low 30
274
9
14
Coker & Palmer logo Coker & Palmer
Very Low 30
213
7
8
Oakworth Asset Management, LLC logo Oakworth Asset Management, LLC
Very Low 30
539
18
20
FCG Investment Company logo FCG Investment Company
Very Low 29
294
10
10
Adaptive Financial Consulting, LLC logo Adaptive Financial Consulting, LLC
Very Low 29
176
6
8
Hardy Reed, LLC logo Hardy Reed, LLC
Very Low 29
351
12
18
St. Bernard Financial Services, Inc. logo St. Bernard Financial Services, Inc.
Very Low 29
841
29
109
WESTPARK WEALTH Advisors, Inc. logo WESTPARK WEALTH Advisors, Inc.
Very Low 28
737
26
26
Anchor Capital Advisors LLC logo Anchor Capital Advisors LLC
Very Low 28
474
17
42
Narwhal Capital Management logo Narwhal Capital Management
Very Low 28
334
12
18
Compass Capital Management Inc logo Compass Capital Management Inc
Very Low 27
379
14
20
Trust Advisory Group Ltd logo Trust Advisory Group Ltd
Very Low 27
562
21
22
Oasis Wealth Planning Advisors logo Oasis Wealth Planning Advisors
Very Low 27
186
7
12
Feltl Advisors logo Feltl Advisors
Very Low 26
395
15
15
Global Investment Advisory logo Global Investment Advisory
Very Low 26
182
7
9
OneAscent Family Offices logo OneAscent Family Offices
Very Low 26
78
3
14
Navigo Wealth Management, LLC logo Navigo Wealth Management, LLC
Very Low 26
155
6
6
HMS Investment Advisors logo HMS Investment Advisors
Very Low 26
153
6
8
CapSouth Wealth Management logo CapSouth Wealth Management
Very Low 25
330
13
22
Laffer Tengler Investments, Inc. logo Laffer Tengler Investments, Inc.
Very Low 24
243
10
14
camarda wealth advisory group logo camarda wealth advisory group
Very Low 24
266
11
17
Jeffrey Matthews Wealth Management, LLC logo Jeffrey Matthews Wealth Management, LLC
Very Low 23
352
15
15
Savvi Financial LLC logo Savvi Financial LLC
Very Low 23
135
6
22
Porter White Investment Advisors, Inc. logo Porter White Investment Advisors, Inc.
Very Low 23
90
4
7
Brand Asset Management Group, Inc. logo Brand Asset Management Group, Inc.
Very Low 22
355
16
22
11 Financial logo 11 Financial
Very Low 22
133
6
6
Naviter Wealth, LLC logo Naviter Wealth, LLC
Very Low 22
303
14
15
Churchill Financial Advisors, LLC logo Churchill Financial Advisors, LLC
Very Low 22
108
5
5
Your Choice Financial LLC logo Your Choice Financial LLC
Very Low 21
126
6
6
1834 Investment Advisors Co. logo 1834 Investment Advisors Co.
Very Low 19
369
19
45
Expressive Wealth LLC logo Expressive Wealth LLC
Very Low 18
165
9
10
B.B. Graham & Company, Inc. logo B.B. Graham & Company, Inc.
Very Low 16
427
26
32
AWM Capital, LLC logo AWM Capital, LLC
Very Low 16
455
28
38
Persium Advisors, LLC logo Persium Advisors, LLC
Very Low 16
158
10
13
Searle & Co.
Very Low 16
126
8
13
Partners Capital Services, Inc. logo Partners Capital Services, Inc.
Very Low 15
210
14
18
AMC Wealth Management, LLC logo AMC Wealth Management, LLC
Very Low 14
101
7
7
AtCap Partners, LLC
Very Low 14
342
24
26
Anchyra Partners LLC logo Anchyra Partners LLC
Very Low 13
40
3
5
Valley FInancial Management, Inc. logo Valley FInancial Management, Inc.
Very Low 12
124
10
124
Equity Advisors, LLC
Very Low 12
108
9
9
Sanders Morris LLC logo Sanders Morris LLC
Very Low 12
127
11
27
401k Generation logo 401k Generation
Very Low 11
68
6
35
Quincy Wells Advisors, LLC
Very Low 11
245
23
23
Atlas logo Atlas
Very Low 8
47
6
8
WRS Financial Services, L.L.C. logo WRS Financial Services, L.L.C.
Very Low 8
46
6
6
Colomb Investment Management Company, LLC logo Colomb Investment Management Company, LLC
Very Low 4
32
8
8
Algorithmic Investment Models logo Algorithmic Investment Models
Very Low 1
8
8
8
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