Clients per advisor for Team firms serving clients in Connecticut

In Connecticut, team-based financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market, with a median of 71 clients per advisor versus the national median of 61. This suggests that Connecticut firms often operate with more scalable, process-driven models, enabling advisors to manage larger client loads efficiently. With 659 team firms in the state, this pattern indicates a competitive environment where firms balance personalized service with broader client reach. For clients, this means Connecticut advisors may offer a mix of relationship depth and operational efficiency, depending on the specific firm’s approach.

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
Fagan Associates Inc logo Fagan Associates Inc
Very High 882
1,763
2
7
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
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
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
Absolute Capital Management, LLC logo Absolute Capital Management, LLC
Very High 554
1,663
3
11
Hollow Brook Wealth Management LLC logo Hollow Brook Wealth Management LLC
Very High 549
549
1
18
Bellatore Financial, Inc. logo Bellatore Financial, Inc.
Very High 547
547
1
3
Mariner logo Mariner
Very High 505
3,537
7
13
Medallion Wealth Advisors, LLC logo Medallion Wealth Advisors, LLC
Very High 493
2,467
5
7
Catalyst Wealth Management  LLC logo Catalyst Wealth Management LLC
Very High 477
9,549
20
22
Campbell Newman Asset Management Inc logo Campbell Newman Asset Management Inc
Very High 474
1,422
3
9
Miller Tabak Asset Management logo Miller Tabak Asset Management
Very High 468
936
2
9
Berkshire Asset Management, LLC logo Berkshire Asset Management, LLC
Very High 464
2,322
5
11
Granite Investment Partners, LLC logo Granite Investment Partners, LLC
Very High 462
462
1
20
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
NewSquare Capital, LLC logo NewSquare Capital, LLC
Very High 421
2,105
5
21
Vantage Financial Group, Inc. logo Vantage Financial Group, Inc.
Very High 414
2,482
6
60
Baltimore-Washington Financial Advisors logo Baltimore-Washington Financial Advisors
Very High 406
5,272
13
36
The Portfolio Strategy Group, LLC logo The Portfolio Strategy Group, LLC
Very High 405
405
1
15
Tanager Wealth Management logo Tanager Wealth Management
Very High 401
801
2
46
Withum Wealth Management logo Withum Wealth Management
Very High 378
755
2
13
Wealthcare Investment Partners LLC logo Wealthcare Investment Partners LLC
Very High 363
1,816
5
12
Euro Pacific Asset Management, LLC logo Euro Pacific Asset Management, LLC
Very High 359
3,587
10
14
Cardiff Park Advisors logo Cardiff Park Advisors
Very High 358
358
1
6
Ciccarelli Advisory Services Inc logo Ciccarelli Advisory Services Inc
Very High 355
3,553
10
16
GFP Private Wealth logo GFP Private Wealth
Very High 347
693
2
30
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
Investment Advisory Group LLC logo Investment Advisory Group LLC
Very High 308
1,542
5
10
Charles Pratt & Company, L.L.C. logo Charles Pratt & Company, L.L.C.
Very High 308
308
1
9
FREC logo FREC
Very High 298
1,789
6
7
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
DT Investment Partners, LLC logo DT Investment Partners, LLC
Very High 259
1,296
5
8
Levin Capital Strategies, L.P. logo Levin Capital Strategies, L.P.
Very High 250
250
1
14
M Financial Asset Management, Inc. logo M Financial Asset Management, Inc.
Very High 249
995
4
5
StraightLine logo StraightLine
Very High 236
2,358
10
11
93 Financial Group, LLC logo 93 Financial Group, LLC
Very High 235
1,175
5
8
Kelly Financial Services LLC logo Kelly Financial Services LLC
Very High 234
1,401
6
10
McNamara Financial Services, Inc. logo McNamara Financial Services, Inc.
Very High 232
928
4
11
Invictus Private Wealth, LLC logo Invictus Private Wealth, LLC
Very High 231
461
2
6
First Affirmative Financial Network LLC logo First Affirmative Financial Network LLC
Very High 228
2,275
10
23
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
Stanley-Laman Group Ltd. logo Stanley-Laman Group Ltd.
Very High 225
225
1
24
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
Wealth Quarterback LLC logo Wealth Quarterback LLC
Very High 222
1,111
5
11
Innovative Wealth Building LLC logo Innovative Wealth Building LLC
Very High 221
1,770
8
17
Benjamin F. Edwards Wealth Management, LLC logo Benjamin F. Edwards Wealth Management, LLC
Very High 220
1,099
5
12
Key Client Fiduciary Advisors, LLC logo Key Client Fiduciary Advisors, LLC
Very High 220
2,195
10
10
Johnson Brunetti logo Johnson Brunetti
Very High 216
6,038
28
64
Rockline Wealth Management LLC logo Rockline Wealth Management LLC
Very High 215
861
4
4
Coquina Private Wealth Advisors logo Coquina Private Wealth Advisors
Very High 213
1,488
7
12
North Star Investment Management Corporation logo North Star Investment Management Corporation
Very High 211
2,536
12
26
West Wealth Group, LLC logo West Wealth Group, LLC
Very High 210
2,736
13
35
Materetsky Financial Group logo Materetsky Financial Group
Very High 205
818
4
9
Mattern Wealth Management LLC logo Mattern Wealth Management LLC
Very High 202
605
3
5
Paul Winkler, Inc. logo Paul Winkler, Inc.
Very High 202
2,419
12
22
Cullinan Associates, Inc. logo Cullinan Associates, Inc.
Very High 200
599
3
17
Meeder Advisory Services, Inc. logo Meeder Advisory Services, Inc.
Very High 200
3,594
18
73
Asset Dedication, LLC logo Asset Dedication, LLC
Very High 199
1,986
10
10
New England Capital Financial Advisors LLC logo New England Capital Financial Advisors LLC
Very High 198
1,185
6
12
Clarity Financial Advisors LLC logo Clarity Financial Advisors LLC
Very High 197
985
5
8
Focused Wealth Management, Inc. logo Focused Wealth Management, Inc.
Very High 197
2,163
11
19
Lipe & Dalton Investment Counsel logo Lipe & Dalton Investment Counsel
Very High 188
376
2
2
Alchemi Wealth, LLC logo Alchemi Wealth, LLC
Very High 188
1,126
6
8
Minot DeBlois Advisors LLC logo Minot DeBlois Advisors LLC
Very High 187
187
1
4
New Vernon Wealth Management LLC logo New Vernon Wealth Management LLC
Very High 187
187
1
8
Orange Investment Advisors, Inc. logo Orange Investment Advisors, Inc.
Very High 187
1,307
7
18
Grandfield & Dodd, LLC logo Grandfield & Dodd, LLC
Very High 186
742
4
16
Vision Retirement logo Vision Retirement
Very High 184
1,106
6
13
Mcrae Capital Management Inc. logo Mcrae Capital Management Inc.
Very High 184
736
4
8
HFR Wealth Management, LLC
Very High 181
361
2
6
Benin Management Corp
Very High 178
356
2
3
Scarborough Capital Management logo Scarborough Capital Management
Very High 178
2,664
15
23
IAM Advisory LLC logo IAM Advisory LLC
Very High 176
1,583
9
14
CPS Investment Advisors logo CPS Investment Advisors
Very High 173
3,107
18
60
Prentice Wealth Management LLC logo Prentice Wealth Management LLC
Very High 171
1,024
6
14
Tempo Wealth logo Tempo Wealth
Very High 171
853
5
12
Sterling Investment Counsel, LLC logo Sterling Investment Counsel, LLC
Very High 171
853
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
New Harbor Financial Group, LLC logo New Harbor Financial Group, LLC
Very High 168
1,010
6
9
MSA Financial logo MSA Financial
Very High 166
1,324
8
19
Valley Wealth Strategies, LLC logo Valley Wealth Strategies, LLC
Very High 165
3,966
24
59
Wealth Preservation Advisors, LLC logo Wealth Preservation Advisors, LLC
Very High 165
330
2
3
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
Nvest Financial, LLC logo Nvest Financial, LLC
Very High 160
799
5
16
Byrne Financial Freedom, LLC logo Byrne Financial Freedom, LLC
Very High 159
956
6
11
Woodley Farra logo Woodley Farra
Very High 159
1,591
10
14
USAdvisors Wealth Management, LLC logo USAdvisors Wealth Management, LLC
Very High 158
1,901
12
15
Sandhill Investment Management logo Sandhill Investment Management
Very High 157
2,044
13
22
Triumph Capital Management logo Triumph Capital Management
Very High 157
2,193
14
18
TLWM Financial logo TLWM Financial
Very High 156
1,249
8
11
Griffin Asset Management, LLC logo Griffin Asset Management, LLC
Very High 153
612
4
10
LVZ, Inc. logo LVZ, Inc.
Very High 152
2,438
16
24
Tower Bridge Advisors logo Tower Bridge Advisors
Very High 152
761
5
14
Matrix Asset Advisors Inc logo Matrix Asset Advisors Inc
Very High 152
607
4
12
Great Point Wealth Advisors, LLC logo Great Point Wealth Advisors, LLC
Very High 151
452
3
5
BostonPremier Wealth logo BostonPremier Wealth
Very High 150
749
5
8
Flynn Zito Capital Management, LLC logo Flynn Zito Capital Management, LLC
Very High 148
1,039
7
7
Deltec Asset Management LLC logo Deltec Asset Management LLC
Very High 148
148
1
15
Total Investment Management, Inc. logo Total Investment Management, Inc.
Very High 148
1,184
8
12
Stillwater Capital Advisors, LLC logo Stillwater Capital Advisors, LLC
Very High 144
577
4
6
Barrett & Company logo Barrett & Company
Very High 144
576
4
7
Acorn Financial Advisory Services, Inc. logo Acorn Financial Advisory Services, Inc.
Very High 144
2,584
18
18
Sowa Financial Group logo Sowa Financial Group
Very High 143
572
4
8
J.W. Burns & Company, Inc. logo J.W. Burns & Company, Inc.
Very High 143
572
4
8
Northcape Wealth Management logo Northcape Wealth Management
Very High 143
570
4
6
Schorn Wealth logo Schorn Wealth
Very High 142
712
5
9
Professional Planning Group logo Professional Planning Group
Very High 142
1,281
9
16
Maple Capital Management, Inc. logo Maple Capital Management, Inc.
Very High 142
1,563
11
27
Pegasus Asset Management Inc logo Pegasus Asset Management Inc
Very High 142
284
2
5
LWM Advisory Services, LLC logo LWM Advisory Services, LLC
Very High 141
989
7
10
Key Financial, Inc. logo Key Financial, Inc.
Very High 141
1,409
10
36
Zevin Asset Management, LLC logo Zevin Asset Management, LLC
Very High 140
558
4
15
Bristol Wealth Group logo Bristol Wealth Group
Very High 139
836
6
10
J. L. Bainbridge & Co., Inc. logo J. L. Bainbridge & Co., Inc.
Very High 138
828
6
11
Rockbridge Investment Management, LLC logo Rockbridge Investment Management, LLC
Very High 138
1,518
11
18
Avity Investment Management Inc. logo Avity Investment Management Inc.
Very High 137
274
2
8
Purkiss Capital Advisors, LLC logo Purkiss Capital Advisors, LLC
Very High 136
409
3
8
Roundview Capital, LLC logo Roundview Capital, LLC
Very High 136
544
4
13
Howe and Rusling, Inc. logo Howe and Rusling, Inc.
Very High 135
1,081
8
26
Atwood Financial Planning LLC logo Atwood Financial Planning LLC
Very High 134
939
7
7
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
Check Capital Management Inc logo Check Capital Management Inc
Very High 132
1,192
9
12
Beacon Financial Group logo Beacon Financial Group
Very High 132
1,052
8
18
Sykon Capital LLC logo Sykon Capital LLC
Very High 129
647
5
8
12 Th Street Asset Management logo 12 Th Street Asset Management
Very High 129
517
4
5
Private Capital Advisors, Inc. logo Private Capital Advisors, Inc.
Very High 128
256
2
6
Berthel, Fisher & Company Financial Services, Inc. logo Berthel, Fisher & Company Financial Services, Inc.
Very High 128
3,323
26
100
Asset Management Group, Inc. logo Asset Management Group, Inc.
Very High 127
254
2
6
WBI Investments, LLC logo WBI Investments, LLC
Very High 127
759
6
13
Silver Grove Advisory Services logo Silver Grove Advisory Services
Very High 126
2,146
17
17
Liberty Square Wealth Partners LLC logo Liberty Square Wealth Partners LLC
Very High 124
620
5
6
Grantvest Financial Group LLC logo Grantvest Financial Group LLC
Very High 124
620
5
5
Semper Augustus Investments Group LLC logo Semper Augustus Investments Group LLC
Very High 122
244
2
9
Traphagen Financial Group logo Traphagen Financial Group
Very High 120
1,922
16
18
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
Caliber Wealth Management, LLC logo Caliber Wealth Management, LLC
Very High 119
1,668
14
24
Shulman Demeo Asset Management, LLC logo Shulman Demeo Asset Management, LLC
Very High 119
356
3
6
StrategicPoint Investment Advisors LLC logo StrategicPoint Investment Advisors LLC
Very High 118
706
6
12
Cadence Wealth Management LLC logo Cadence Wealth Management LLC
Very High 116
696
6
7
Axiom Asset Management logo Axiom Asset Management
Very High 116
579
5
5
Beese Fulmer Private Wealth Management logo Beese Fulmer Private Wealth Management
Very High 116
810
7
14
Ashton Thomas Securities, LLC logo Ashton Thomas Securities, LLC
Very High 114
2,281
20
46
CFS Investment Advisory Services LLC logo CFS Investment Advisory Services LLC
Very High 114
1,139
10
13
Finivi Inc. logo Finivi Inc.
Very High 114
683
6
8
RBF Wealth Advisors logo RBF Wealth Advisors
Very High 113
1,244
11
17
MSH Capital Advisors LLC logo MSH Capital Advisors LLC
Very High 113
2,257
20
35
Valley National Advisers Inc logo Valley National Advisers Inc
Very High 113
1,353
12
13
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
Magnus Financial Group LLC logo Magnus Financial Group LLC
Very High 111
1,114
10
24
Intellus Advisors, LLC logo Intellus Advisors, LLC
Very High 111
1,002
9
15
Penobscot Investment Management Company, Inc. logo Penobscot Investment Management Company, Inc.
Very High 110
548
5
14
CCM Investment Advisers, LLC logo CCM Investment Advisers, LLC
High 109
873
8
11
IBEX Wealth Advisors, LLC logo IBEX Wealth Advisors, LLC
High 109
869
8
10
Bouchey Financial Group Ltd logo Bouchey Financial Group Ltd
High 108
1,190
11
21
Fourthought Financial Partners, LLC. logo Fourthought Financial Partners, LLC.
High 108
970
9
20
Payne Capital Management, LLC logo Payne Capital Management, LLC
High 107
964
9
17
Dumont & Blake Investment Advisors LLC logo Dumont & Blake Investment Advisors LLC
High 107
428
4
8
Northwest Financial Advisors LLC logo Northwest Financial Advisors LLC
High 106
1,908
18
37
Rossby Financial, LLC
High 106
2,542
24
24
Warner Wealth logo Warner Wealth
High 106
739
7
20
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
Red Lighthouse Investment Management, LLC logo Red Lighthouse Investment Management, LLC
High 105
105
1
1
WealthPLAN Partners logo WealthPLAN Partners
High 105
1,677
16
56
Invicta Advisors LLC logo Invicta Advisors LLC
High 105
1,152
11
44
American Capital Management Inc logo American Capital Management Inc
High 104
313
3
16
SyntheticFi LLC logo SyntheticFi LLC
High 104
624
6
10
One Day In July LLC logo One Day In July LLC
High 104
1,351
13
23
Newman Dignan & Sheerar, Inc. logo Newman Dignan & Sheerar, Inc.
High 104
518
5
9
SLP Wealth logo SLP Wealth
High 104
1,657
16
23
AdviceOne Advisory Services, LLC logo AdviceOne Advisory Services, LLC
High 104
1,449
14
56
Silverlake Wealth Management LLC logo Silverlake Wealth Management LLC
High 103
1,028
10
13
Concord Wealth Partners logo Concord Wealth Partners
High 103
1,232
12
20
Fortis Group Advisors LLC logo Fortis Group Advisors LLC
High 103
2,566
25
29
Premier Wealth Advisors, LLC logo Premier Wealth Advisors, LLC
High 102
614
6
9
Aviso Wealth Management logo Aviso Wealth Management
High 101
913
9
9
John E. Sestina and Company logo John E. Sestina and Company
High 101
808
8
19
Shufro, Rose & CO., LLC logo Shufro, Rose & CO., LLC
High 101
1,207
12
27
Pearson Financial Services logo Pearson Financial Services
High 100
500
5
8
Grey Ledge Advisors, LLC logo Grey Ledge Advisors, LLC
High 100
799
8
12
Snyder Wealth Group logo Snyder Wealth Group
High 100
599
6
10
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
Armstrong Advisory Group Inc. logo Armstrong Advisory Group Inc.
High 99
1,489
15
22
3Edge Asset Management, LP logo 3Edge Asset Management, LP
High 99
1,489
15
24
Charter Oak Capital Management logo Charter Oak Capital Management
High 99
1,389
14
27
Great Oak Capital Partners, LLC logo Great Oak Capital Partners, LLC
High 99
591
6
7
Pinney & Scofield, Inc. logo Pinney & Scofield, Inc.
High 98
295
3
4
Wealth Management Resources, Inc. logo Wealth Management Resources, Inc.
High 98
590
6
9
Madison Advisory Services, Inc. logo Madison Advisory Services, Inc.
High 98
1,080
11
16
Affiance Financial LLC logo Affiance Financial LLC
High 98
1,178
12
25
L & S Advisors, Inc logo L & S Advisors, Inc
High 98
981
10
15
Brophy Wealth Management, LLC logo Brophy Wealth Management, LLC
High 98
391
4
11
Axis Wealth Partners, LLC logo Axis Wealth Partners, LLC
High 98
781
8
9
Freedom Investment Management, Inc. logo Freedom Investment Management, Inc.
High 97
485
5
9
Carl P. Sherr & Co., LLC logo Carl P. Sherr & Co., LLC
High 96
287
3
5
Base Wealth Management logo Base Wealth Management
High 96
861
9
15
Lebenthal Global Advisors, LLC logo Lebenthal Global Advisors, LLC
High 95
2,385
25
30
The Wealth Alliance, LLC logo The Wealth Alliance, LLC
High 95
1,144
12
29
Cortland Associates Inc logo Cortland Associates Inc
High 95
380
4
7
RIA Advisors logo RIA Advisors
High 95
1,235
13
16
Integrated Financial Strategies, LLC logo Integrated Financial Strategies, LLC
High 95
474
5
5
Jackson Thornton Wealth Management, LLC logo Jackson Thornton Wealth Management, LLC
High 94
943
10
16
Shorehaven Wealth Partners, LLC logo Shorehaven Wealth Partners, LLC
High 94
376
4
6
Truvestments Capital LLC logo Truvestments Capital LLC
High 94
1,316
14
17
HCR Wealth Advisors logo HCR Wealth Advisors
High 94
937
10
20
West Branch Capital LLC logo West Branch Capital LLC
High 93
372
4
9
Breakwater Capital Group logo Breakwater Capital Group
High 93
370
4
4
Biondo Investment Advisors LLC logo Biondo Investment Advisors LLC
High 92
1,108
12
17
Holistic Wealth Advisors logo Holistic Wealth Advisors
High 92
642
7
10
Bay Colony Advisors logo Bay Colony Advisors
High 91
2,650
29
36
United Asset Strategies Inc. logo United Asset Strategies Inc.
High 91
1,553
17
33
The Hoerner Planning Group, LLC
High 91
365
4
8
Shepherd Financial Partners, LLC logo Shepherd Financial Partners, LLC
High 91
730
8
24
Guidestone Advisors
High 91
2,087
23
34
O'Hagan Group, Inc. logo O'Hagan Group, Inc.
High 90
900
10
10
Fusion Family Wealth, LLC logo Fusion Family Wealth, LLC
High 90
359
4
8
Rembert Pendleton Jackson
High 90
1,434
16
20
Empire Financial Management Company, LLC logo Empire Financial Management Company, LLC
High 89
982
11
12
Seasons of Advice Wealth Management logo Seasons of Advice Wealth Management
High 89
891
10
20
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
Dock Street Asset Management Inc. logo Dock Street Asset Management Inc.
High 89
177
2
6
Cross Border Wealth, LLC logo Cross Border Wealth, LLC
High 89
531
6
6
King Wealth Management Group, LLC
High 89
708
8
8
Seneca Financial Advisors LLC logo Seneca Financial Advisors LLC
High 88
353
4
19
Center for Financial Planning Inc logo Center for Financial Planning Inc
High 88
1,496
17
26
ELE Advisory Services, Inc logo ELE Advisory Services, Inc
High 88
1,143
13
13
Matauro, LLC logo Matauro, LLC
High 88
876
10
16
Berkshire Money Management, Inc. logo Berkshire Money Management, Inc.
High 88
875
10
22
Granite Bay Wealth Management, LLC logo Granite Bay Wealth Management, LLC
High 87
610
7
8
Aegis Wealth Management, Inc. logo Aegis Wealth Management, Inc.
High 87
2,350
27
27
Tactive Advisors, LLC logo Tactive Advisors, LLC
High 87
1,564
18
18
Joel R. Mogy Investment Counsel Inc. logo Joel R. Mogy Investment Counsel Inc.
High 87
260
3
9
Stack Financial Management Inc logo Stack Financial Management Inc
High 87
779
9
14
ARS Investment Partners, LLC logo ARS Investment Partners, LLC
High 87
346
4
18
Foster Victor logo Foster Victor
High 86
1,638
19
42
Andrew Garrett Inc. logo Andrew Garrett Inc.
High 86
1,118
13
14
Frisch Financial Group, Inc. logo Frisch Financial Group, Inc.
High 86
601
7
18
Baxter Investment Management logo Baxter Investment Management
High 85
425
5
7
Beam Wealth Advisors, Inc. logo Beam Wealth Advisors, Inc.
High 85
2,207
26
27
TrueNorth Wealth logo TrueNorth Wealth
High 84
843
10
19
Sound View Wealth Advisors Group, LLC logo Sound View Wealth Advisors Group, LLC
High 84
927
11
19
Aurora Private Wealth, INC. logo Aurora Private Wealth, INC.
High 84
1,508
18
25
Apollon Financial, LLC logo Apollon Financial, LLC
High 84
1,256
15
29
Regatta Capital Group, LLC logo Regatta Capital Group, LLC
High 84
1,088
13
18
Oath Planning, LLC logo Oath Planning, LLC
High 84
502
6
8
RVW Wealth LLC logo RVW Wealth LLC
High 83
834
10
11
Wellesley Asset Management, Inc. logo Wellesley Asset Management, Inc.
High 83
1,246
15
30
Strategic Wealth Management Group logo Strategic Wealth Management Group
High 83
332
4
7
Fragasso Financial Advisors logo Fragasso Financial Advisors
High 83
2,073
25
35
Wedgewood Partners, Inc. logo Wedgewood Partners, Inc.
High 83
331
4
10
Sentinel Asset Management, LLC logo Sentinel Asset Management, LLC
High 83
495
6
14
BCG Securities, inc. logo BCG Securities, inc.
High 82
2,060
25
55
Eldridge Investment Advisors Inc. logo Eldridge Investment Advisors Inc.
High 82
659
8
8
Boldin Advisors logo Boldin Advisors
High 82
821
10
15
Carr Financial Group logo Carr Financial Group
High 82
574
7
9
Elevatus Wealth Management, LLC logo Elevatus Wealth Management, LLC
High 82
326
4
9
Opal Wealth Advisors, LLC logo Opal Wealth Advisors, LLC
High 81
730
9
20
White Lighthouse Investment Management, Inc. logo White Lighthouse Investment Management, Inc.
High 81
405
5
9
Ameraudi Asset Management, Inc. logo Ameraudi Asset Management, Inc.
High 81
888
11
15
Pekin Hardy Strauss, Inc. logo Pekin Hardy Strauss, Inc.
High 81
725
9
19
Paradigm Investment Advisory, LLC logo Paradigm Investment Advisory, LLC
High 81
644
8
8
Blue Bell Private Wealth Management, LLC logo Blue Bell Private Wealth Management, LLC
High 80
804
10
13
Fairfield, Bush & Co. logo Fairfield, Bush & Co.
High 80
241
3
5
Penobscot Financial Advisors logo Penobscot Financial Advisors
High 80
562
7
12
Neville, Rodie & Shaw Inc logo Neville, Rodie & Shaw Inc
High 80
320
4
13
Chemistry Wealth Management LLC logo Chemistry Wealth Management LLC
High 80
558
7
11
Brighton Securities Corp. logo Brighton Securities Corp.
High 80
1,753
22
26
Element Squared Private Wealth logo Element Squared Private Wealth
High 80
478
6
7
Rebalance LLC logo Rebalance LLC
High 80
636
8
17
Waterfront Wealth Inc. logo Waterfront Wealth Inc.
High 79
792
10
14
Thrive Wealth Management, LLC logo Thrive Wealth Management, LLC
High 79
865
11
15
Century Management Financial Advisors logo Century Management Financial Advisors
High 79
707
9
16
Osborne Partners logo Osborne Partners
High 78
704
9
18
Onyx Bridge Wealth Group LLC logo Onyx Bridge Wealth Group LLC
High 78
1,794
23
32
SHP Wealth Management, LLC logo SHP Wealth Management, LLC
High 78
2,261
29
49
The Harbor Group, Inc. logo The Harbor Group, Inc.
High 78
700
9
22
Amplius Wealth Advisors logo Amplius Wealth Advisors
High 78
775
10
13
Cookson Peirce Wealth Management logo Cookson Peirce Wealth Management
High 77
1,544
20
29
J.J. Burns & Company logo J.J. Burns & Company
High 77
617
8
17
Wealthshield Partners, LLC logo Wealthshield Partners, LLC
High 77
1,156
15
23
National Wealth Management Group, LLC logo National Wealth Management Group, LLC
High 77
1,308
17
18
Matson Financial Advisors, Inc. logo Matson Financial Advisors, Inc.
High 77
230
3
9
WealthPlan Investment Management LLC logo WealthPlan Investment Management LLC
High 77
2,068
27
34
The Marshall Financial Group LLC logo The Marshall Financial Group LLC
High 76
994
13
18
Diversified, LLC logo Diversified, LLC
High 76
1,982
26
53
Strategic Family Wealth Counselors, L.L.C. logo Strategic Family Wealth Counselors, L.L.C.
High 75
300
4
14
Canby Financial Advisors logo Canby Financial Advisors
High 75
374
5
11
Hunter Associates LLC logo Hunter Associates LLC
High 75
1,193
16
16
Wealth Effects logo Wealth Effects
High 75
596
8
17
Macro Advisors, Inc. logo Macro Advisors, Inc.
High 74
669
9
9
Compass Wealth Management LLC logo Compass Wealth Management LLC
High 73
367
5
5
Lazari Capital Management, Inc. logo Lazari Capital Management, Inc.
Typical 73
731
10
14
FEFA Financial logo FEFA Financial
Typical 73
1,679
23
27
Elevage Partners, LLC logo Elevage Partners, LLC
Typical 73
365
5
8
Quadrant Private Wealth Management, LLC logo Quadrant Private Wealth Management, LLC
Typical 73
875
12
19
Bourgeon Capital Management LLC logo Bourgeon Capital Management LLC
Typical 73
291
4
7
Sterling Investment Advisors Ltd. logo Sterling Investment Advisors Ltd.
Typical 73
436
6
7
Empower Financial Advisory, LLC logo Empower Financial Advisory, LLC
Typical 73
290
4
7
MJP Wealth Advisors logo MJP Wealth Advisors
Typical 72
865
12
21
LifeTyme Financial Advisors, LLC logo LifeTyme Financial Advisors, LLC
Typical 72
502
7
8
CJM Wealth Advisers, LTD. logo CJM Wealth Advisers, LTD.
Typical 72
860
12
13
Wrenne Financial Planning LLC logo Wrenne Financial Planning LLC
Typical 71
428
6
11
Provise Management Group, LLC logo Provise Management Group, LLC
Typical 71
1,139
16
22
Integrity Financial Corporation logo Integrity Financial Corporation
Typical 71
1,209
17
21
First Long Island Investors, LLC logo First Long Island Investors, LLC
Typical 71
495
7
24
Meridian Wealth Partners, LLC logo Meridian Wealth Partners, LLC
Typical 71
707
10
13
Primoris Wealth Advisors, LLC logo Primoris Wealth Advisors, LLC
Typical 71
424
6
7
Cabot Wealth Management logo Cabot Wealth Management
Typical 71
636
9
16
Ventura Wealth Management logo Ventura Wealth Management
Typical 70
562
8
12
Rothschild Investment LLC logo Rothschild Investment LLC
Typical 70
1,191
17
39
Kelleher Financial Advisors, LLC logo Kelleher Financial Advisors, LLC
Typical 70
279
4
13
Masterworks Advisers, LLC logo Masterworks Advisers, LLC
Typical 70
1,045
15
15
Darwin Wealth Management logo Darwin Wealth Management
Typical 70
835
12
12
Hunter Capital Management logo Hunter Capital Management
Typical 69
485
7
12
Round Rock Advisors LLC logo Round Rock Advisors LLC
Typical 69
622
9
22
Insight Advisors, LLC logo Insight Advisors, LLC
Typical 69
894
13
22
Sandy Cove Advisors, LLC logo Sandy Cove Advisors, LLC
Typical 69
275
4
8
UAS Asset Management logo UAS Asset Management
Typical 68
342
5
6
Flagship Wealth Advisors, LLC. logo Flagship Wealth Advisors, LLC.
Typical 68
478
7
7
Wellington Shields Capital Management, LLC logo Wellington Shields Capital Management, LLC
Typical 68
544
8
20
Samalin Wealth logo Samalin Wealth
Typical 67
539
8
13
Atlas Private Wealth Advisors logo Atlas Private Wealth Advisors
Typical 67
1,211
18
29
William Joseph Capital Management, Inc. logo William Joseph Capital Management, Inc.
Typical 67
1,879
28
28
HORAN Wealth, LLC logo HORAN Wealth, LLC
Typical 67
1,408
21
32
One Charles Private Wealth logo One Charles Private Wealth
Typical 67
334
5
7
Strategy Asset Managers L.L.C. logo Strategy Asset Managers L.L.C.
Typical 66
598
9
10
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
Core Wealth Advisors, Inc. logo Core Wealth Advisors, Inc.
Typical 65
586
9
12
Prospect Financial Services LLC logo Prospect Financial Services LLC
Typical 65
520
8
12
Blueprint Financial Advisors logo Blueprint Financial Advisors
Typical 65
1,883
29
35
Premier Path Wealth Partners, LLC logo Premier Path Wealth Partners, LLC
Typical 65
454
7
8
RZH Advisors LLC logo RZH Advisors LLC
Typical 64
451
7
11
Alta Wealth Advisors LLC logo Alta Wealth Advisors LLC
Typical 64
772
12
15
Simmons Capital Group logo Simmons Capital Group
Typical 64
450
7
11
Modern Capital Advisors, LLC logo Modern Capital Advisors, LLC
Typical 64
1,221
19
19
Falcon Wealth Planning, Inc. logo Falcon Wealth Planning, Inc.
Typical 64
1,478
23
40
5C Capital Management, LLC logo 5C Capital Management, LLC
Typical 64
511
8
8
Arcus Capital Partners, LLC logo Arcus Capital Partners, LLC
Typical 64
447
7
15
Renaissance Investment Group, LLC logo Renaissance Investment Group, LLC
Typical 64
254
4
9
Northstar Financial Companies, Inc. logo Northstar Financial Companies, Inc.
Typical 63
507
8
10
Ethos Financial Group, LLC logo Ethos Financial Group, LLC
Typical 63
1,709
27
38
Rossmore Private Capital, LLC logo Rossmore Private Capital, LLC
Typical 63
253
4
10
The Northstar Group, Inc. logo The Northstar Group, Inc.
Typical 63
252
4
6
Moody, Lynn, Lieberson & Walker, LLC logo Moody, Lynn, Lieberson & Walker, LLC
Typical 63
503
8
14
Brady Martz Wealth Solutions, LLC logo Brady Martz Wealth Solutions, LLC
Typical 63
439
7
11
Personal CFO Solutions LLC logo Personal CFO Solutions LLC
Typical 62
624
10
18
Jemma Financial Services logo Jemma Financial Services
Typical 62
312
5
5
Victrix Investment Advisors logo Victrix Investment Advisors
Typical 62
435
7
7
Pgi Wealth Management logo Pgi Wealth Management
Typical 62
497
8
9
Monte Financial Group, LLC logo Monte Financial Group, LLC
Typical 62
434
7
12
Fierston Financial Group Inc logo Fierston Financial Group Inc
Typical 62
310
5
7
Goodman Advisory Group, LLC logo Goodman Advisory Group, LLC
Typical 62
372
6
8
Oliver Luxxe Assets LLC logo Oliver Luxxe Assets LLC
Typical 62
432
7
9
Dash Investments logo Dash Investments
Typical 62
432
7
9
Baldwin Wealth Partners, LLC logo Baldwin Wealth Partners, LLC
Typical 62
738
12
34
Next Level Private LLC logo Next Level Private LLC
Typical 61
799
13
16
IBN Financial Services, Inc. logo IBN Financial Services, Inc.
Typical 61
735
12
79
Centurion Wealth Management logo Centurion Wealth Management
Typical 61
428
7
14
Granite Group Advisors, LLC logo Granite Group Advisors, LLC
Typical 61
122
2
8
CFO Capital Management, LLC logo CFO Capital Management, LLC
Typical 61
305
5
5
Claro Advisors Inc. logo Claro Advisors Inc.
Typical 61
1,092
18
37
Kimelman & Baird, LLC logo Kimelman & Baird, LLC
Typical 61
242
4
9
Headinvest logo Headinvest
Typical 60
423
7
13
Clear Harbor Asset Management, LLC logo Clear Harbor Asset Management, LLC
Typical 60
784
13
24
Capital Wealth Management, LLC logo Capital Wealth Management, LLC
Typical 60
603
10
16
Prentiss Smith & Company, Inc. logo Prentiss Smith & Company, Inc.
Typical 60
300
5
8
Trinity Portfolio Advisors, LLC logo Trinity Portfolio Advisors, LLC
Typical 60
539
9
13
Main Street Research LLC logo Main Street Research LLC
Typical 60
1,018
17
24
American Investment Services Inc logo American Investment Services Inc
Typical 60
359
6
10
Investmark Advisory Group LLC logo Investmark Advisory Group LLC
Typical 60
598
10
10
Woodstock Wealth Management, Inc. logo Woodstock Wealth Management, Inc.
Typical 60
1,554
26
26
Embree Financial Group logo Embree Financial Group
Typical 60
835
14
19
Transcend Capital Advisors, LLC logo Transcend Capital Advisors, LLC
Typical 60
1,073
18
39
Cornerstone Planning Group logo Cornerstone Planning Group
Typical 60
1,192
20
21
4Thought Financial Group Inc. logo 4Thought Financial Group Inc.
Typical 59
297
5
6
Kilter Group logo Kilter Group
Typical 59
413
7
13
DAI Wealth, LLC logo DAI Wealth, LLC
Typical 59
1,466
25
40
Castlekeep Investment Advisors logo Castlekeep Investment Advisors
Typical 58
116
2
5
Stage Harbor Financial logo Stage Harbor Financial
Typical 58
348
6
11
Gilman Hill Asset Management, LLC logo Gilman Hill Asset Management, LLC
Typical 58
289
5
10
Middleton & Company Inc. logo Middleton & Company Inc.
Typical 58
346
6
16
Aptus Financial, LLC logo Aptus Financial, LLC
Typical 58
634
11
11
YHB Investment Advisors Inc logo YHB Investment Advisors Inc
Typical 57
1,092
19
30
Godsey & Gibb Wealth Management logo Godsey & Gibb Wealth Management
Typical 57
747
13
23
Signet Financial Management, LLC logo Signet Financial Management, LLC
Typical 57
689
12
17
Beck Bode LLC logo Beck Bode LLC
Typical 57
968
17
17
Contravisory Investment Management, Inc. logo Contravisory Investment Management, Inc.
Typical 57
227
4
7
Argus Investors' Counsel, Inc. logo Argus Investors' Counsel, Inc.
Typical 56
282
5
8
Marathon Capital Management logo Marathon Capital Management
Typical 56
281
5
7
Sovereign Financial Group, Inc. logo Sovereign Financial Group, Inc.
Typical 56
1,288
23
31
Resolute Wealth Strategies, LLC logo Resolute Wealth Strategies, LLC
Typical 56
279
5
7
Washington Trust Advisors logo Washington Trust Advisors
Typical 56
781
14
21
Gagnon Securities, LLC logo Gagnon Securities, LLC
Typical 56
1,058
19
19
Pension & Wealth Management Advisors logo Pension & Wealth Management Advisors
Typical 56
333
6
9
Bts Asset Management, Inc. logo Bts Asset Management, Inc.
Typical 55
443
8
13
Centerpoint Advisors, LLC logo Centerpoint Advisors, LLC
Typical 55
498
9
12
Sky Investment Group LLC logo Sky Investment Group LLC
Typical 55
386
7
11
CPC Advisors, LLC logo CPC Advisors, LLC
Typical 55
934
17
29
Bright Futures Wealth Management, LLC logo Bright Futures Wealth Management, LLC
Typical 55
879
16
16
Abundance Wealth Counselors, LLC logo Abundance Wealth Counselors, LLC
Typical 55
439
8
30
Dividend Assets Capital, LLC logo Dividend Assets Capital, LLC
Typical 55
382
7
7
Financial Synergies logo Financial Synergies
Typical 55
927
17
21
Condor Capital Wealth Management logo Condor Capital Wealth Management
Typical 54
869
16
31
Founders Capital Management, LLC logo Founders Capital Management, LLC
Typical 54
217
4
5
LifeGoal Investments, LLC logo LifeGoal Investments, LLC
Typical 54
270
5
5
Westco Advisory Services, Inc. logo Westco Advisory Services, Inc.
Typical 54
323
6
6
Stonebridge Financial Group, LLC logo Stonebridge Financial Group, LLC
Typical 54
1,287
24
29
SK Wealth Management, LLC logo SK Wealth Management, LLC
Typical 53
319
6
6
Aviance Capital Partners LLC logo Aviance Capital Partners LLC
Typical 53
372
7
11
Blackdiamond Wealth Management, LLC logo Blackdiamond Wealth Management, LLC
Typical 53
371
7
10
Walser Wealth Management Company, A Limited Liability Company logo Walser Wealth Management Company, A Limited Liability Company
Typical 53
685
13
26
New World Advisors LLC logo New World Advisors LLC
Typical 53
105
2
5
Evolve Private Wealth, LLC logo Evolve Private Wealth, LLC
Typical 52
679
13
17
Livelife Capital Partners  LLC logo Livelife Capital Partners LLC
Typical 52
261
5
9
Dara Capital US, Inc. logo Dara Capital US, Inc.
Typical 52
52
1
3
Mezzasalma Advisors logo Mezzasalma Advisors
Typical 52
364
7
8
Revolve Wealth Partners, LLC logo Revolve Wealth Partners, LLC
Typical 52
674
13
19
Hudson Advisor Services, Inc. logo Hudson Advisor Services, Inc.
Typical 52
259
5
6
Natural Investments logo Natural Investments
Typical 52
1,242
24
24
Topsail Wealth Management LLC logo Topsail Wealth Management LLC
Typical 52
206
4
5
McDonald Partners LLC logo McDonald Partners LLC
Low 51
1,131
22
29
Cordatus Wealth Management LLC logo Cordatus Wealth Management LLC
Low 51
308
6
6
The Lewis Financial Group logo The Lewis Financial Group
Low 51
308
6
6
Lountzis Asset Management, LLC logo Lountzis Asset Management, LLC
Low 51
154
3
5
Tilson Financial Group Inc logo Tilson Financial Group Inc
Low 51
410
8
9
Elysium Wealth Management, LLC logo Elysium Wealth Management, LLC
Low 51
765
15
22
Lansdowne Wealth Management, LLC logo Lansdowne Wealth Management, LLC
Low 51
357
7
7
Oak Harvest Investment Services logo Oak Harvest Investment Services
Low 51
968
19
44
Precision Financial Services logo Precision Financial Services
Low 51
509
10
16
Hudson Value Partners, LLC logo Hudson Value Partners, LLC
Low 51
203
4
4
Brandywine oak Private Wealth LLC logo Brandywine oak Private Wealth LLC
Low 51
507
10
15
Strategic Financial Services logo Strategic Financial Services
Low 51
1,216
24
39
Peak Financial Management Inc logo Peak Financial Management Inc
Low 50
353
7
9
Edge Wealth Management, LLC logo Edge Wealth Management, LLC
Low 50
252
5
7
WealthStar Advisors, LLC logo WealthStar Advisors, LLC
Low 50
453
9
9
ARCH Global Advisors, LLC logo ARCH Global Advisors, LLC
Low 50
402
8
16
The Institute logo The Institute
Low 50
803
16
22
Passive Capital Management, LLC logo Passive Capital Management, LLC
Low 50
399
8
8
Amerity Wealth Management, LLC logo Amerity Wealth Management, LLC
Low 50
748
15
17
Circle Advisers Inc logo Circle Advisers Inc
Low 50
348
7
8
Horter Investment Management, LLC logo Horter Investment Management, LLC
Low 50
1,292
26
43
Parsons Capital Management Inc logo Parsons Capital Management Inc
Low 50
695
14
22
Quint Investments and Insurance logo Quint Investments and Insurance
Low 50
397
8
9
NerdWallet Wealth Partners, LLC logo NerdWallet Wealth Partners, LLC
Low 50
694
14
23
RMC Investment Advisors logo RMC Investment Advisors
Low 49
346
7
14
LVW Advisors, LLC logo LVW Advisors, LLC
Low 49
493
10
19
Marble Harbor Investment Counsel, LLC logo Marble Harbor Investment Counsel, LLC
Low 49
197
4
10
Trivium Point Advisory, LLC logo Trivium Point Advisory, LLC
Low 49
786
16
38
EverNest Financial Advisors logo EverNest Financial Advisors
Low 49
294
6
6
RB Capital Management, LLC logo RB Capital Management, LLC
Low 49
636
13
16
Forthright Capital logo Forthright Capital
Low 49
978
20
22
Barry Investment Advisors, LLC logo Barry Investment Advisors, LLC
Low 49
391
8
12
RPG Family Wealth Advisory, LLC logo RPG Family Wealth Advisory, LLC
Low 49
537
11
21
MariPau Wealth Management LLC logo MariPau Wealth Management LLC
Low 48
1,064
22
24
Blue Jean Financial LLC logo Blue Jean Financial LLC
Low 48
385
8
14
Mitchell Sinkler & Starr logo Mitchell Sinkler & Starr
Low 48
240
5
9
Private Capital Management logo Private Capital Management
Low 48
432
9
21
Lifeguide Financial Advisors, LLC logo Lifeguide Financial Advisors, LLC
Low 48
766
16
25
Westover Capital Advisors, LLC logo Westover Capital Advisors, LLC
Low 48
238
5
11
SGL Investment Advisors, Inc. logo SGL Investment Advisors, Inc.
Low 47
712
15
15
Boston Family Office LLC logo Boston Family Office LLC
Low 47
332
7
17
AZA Capital Management logo AZA Capital Management
Low 47
331
7
8
Second Line Capital, LLC logo Second Line Capital, LLC
Low 47
1,127
24
28
Amerant investments, Inc. logo Amerant investments, Inc.
Low 47
984
21
35
Treasure Coast Financial Planning, Inc. logo Treasure Coast Financial Planning, Inc.
Low 47
234
5
6
Point Windward Advisors, Inc. logo Point Windward Advisors, Inc.
Low 46
278
6
9
Third View Private Wealth logo Third View Private Wealth
Low 46
322
7
11
Tortoise Investment Management, LLC logo Tortoise Investment Management, LLC
Low 46
504
11
21
Empirical Asset Management, LLC logo Empirical Asset Management, LLC
Low 46
457
10
14
RiverFront Investment Group, LLC logo RiverFront Investment Group, LLC
Low 46
1,185
26
46
Bridgewater Advisors Inc. logo Bridgewater Advisors Inc.
Low 45
589
13
24
RKL Private Wealth logo RKL Private Wealth
Low 45
948
21
38
Siharum Advisors, LLC logo Siharum Advisors, LLC
Low 45
90
2
9
Riverview Capital Advisers LLC logo Riverview Capital Advisers LLC
Low 44
221
5
8
Excalibur Management Corp logo Excalibur Management Corp
Low 44
307
7
12
M. Kraus & Company logo M. Kraus & Company
Low 44
219
5
5
TRADEway logo TRADEway
Low 44
611
14
36
Catalyst Financial Partners logo Catalyst Financial Partners
Low 43
347
8
12
Vizcaya Capital, LLC logo Vizcaya Capital, LLC
Low 43
345
8
9
John G. Ullman & Associates, Inc logo John G. Ullman & Associates, Inc
Low 43
992
23
58
Herold Advisors, Inc. logo Herold Advisors, Inc.
Low 43
557
13
13
Wingate Wealth Advisors, Inc. logo Wingate Wealth Advisors, Inc.
Low 43
642
15
24
Milestone Asset Management Group, LLC logo Milestone Asset Management Group, LLC
Low 43
214
5
5
West Financial Services, Inc. logo West Financial Services, Inc.
Low 43
940
22
39
Stansberry Asset Management, LLC logo Stansberry Asset Management, LLC
Low 42
975
23
34
Alpha Zero LLC logo Alpha Zero LLC
Low 42
421
10
10
Balboa Wealth Partners, Inc. logo Balboa Wealth Partners, Inc.
Low 42
1,084
26
36
5th Street Advisors, LLC logo 5th Street Advisors, LLC
Low 41
207
5
7
Satovsky Asset Management LLC logo Satovsky Asset Management LLC
Low 41
205
5
12
Castle Wealth Management logo Castle Wealth Management
Low 40
242
6
6
Nasdaq Dorsey Wright logo Nasdaq Dorsey Wright
Low 40
806
20
25
TRG Investment Advisors, LLC logo TRG Investment Advisors, LLC
Low 40
241
6
6
Paradigm Wealth Advisory LLC logo Paradigm Wealth Advisory LLC
Low 40
280
7
14
MD Financial Advisors / Vestment Financial logo MD Financial Advisors / Vestment Financial
Low 40
478
12
20
Parkwoods Wealth Partners, LLC logo Parkwoods Wealth Partners, LLC
Low 40
717
18
28
CFM Advisors Inc logo CFM Advisors Inc
Low 40
199
5
7
Leigh Baldwin & Co., LLC logo Leigh Baldwin & Co., LLC
Low 40
676
17
17
Riskbridge Advisors, LLC logo Riskbridge Advisors, LLC
Low 40
277
7
15
Wilkins Investment Counsel, Inc logo Wilkins Investment Counsel, Inc
Low 39
196
5
11
Willow Grove Advisors, LLC logo Willow Grove Advisors, LLC
Low 39
194
5
7
Montis Financial, LLC logo Montis Financial, LLC
Low 39
580
15
26
Merit Financial Partners LLC logo Merit Financial Partners LLC
Low 39
193
5
5
Mascoma Wealth Management logo Mascoma Wealth Management
Low 38
422
11
12
Verity Investment Partners logo Verity Investment Partners
Low 38
459
12
16
Basso Capital Management, L.P. logo Basso Capital Management, L.P.
Low 38
114
3
12
TFC Financial Management Inc logo TFC Financial Management Inc
Low 38
415
11
22
Flagstar Advisors logo Flagstar Advisors
Low 37
1,004
27
37
Quent Capital, LLC logo Quent Capital, LLC
Low 37
371
10
17
Schwerin Boyle Capital Management, Inc
Low 37
148
4
6
Foundry Financial LLC logo Foundry Financial LLC
Low 37
184
5
8
Francis Financial logo Francis Financial
Low 37
256
7
14
Rose Capital Advisors, LLC logo Rose Capital Advisors, LLC
Low 36
363
10
14
Altfest Personal Wealth Management logo Altfest Personal Wealth Management
Low 36
686
19
42
Aequitas Investment Advisors, LLC logo Aequitas Investment Advisors, LLC
Low 36
180
5
8
Veracity Capital LLC logo Veracity Capital LLC
Low 36
359
10
12
FCIG Wealth Management, LLC logo FCIG Wealth Management, LLC
Low 36
179
5
5
Aerodigm Wealth LLC logo Aerodigm Wealth LLC
Low 35
212
6
9
Cornerstone Financial Planning, LLC logo Cornerstone Financial Planning, LLC
Low 35
247
7
7
The L. Warner Companies, Inc logo The L. Warner Companies, Inc
Low 35
352
10
38
Almanack Investment Partners logo Almanack Investment Partners
Low 35
386
11
20
Conservest Capital Advisors Inc logo Conservest Capital Advisors Inc
Low 35
278
8
8
Kreitler Financial LLC logo Kreitler Financial LLC
Low 35
173
5
10
Benefit Financial Services Group logo Benefit Financial Services Group
Low 34
861
25
31
Denver PWM, LLC logo Denver PWM, LLC
Very Low 34
204
6
6
SGL Financial, LLC logo SGL Financial, LLC
Very Low 34
509
15
33
Skybound Wealth USA
Very Low 34
339
10
10
TritonPoint Wealth, LLC logo TritonPoint Wealth, LLC
Very Low 34
338
10
15
Legacy Edge Advisors
Very Low 33
530
16
18
Innovative Advisory Group logo Innovative Advisory Group
Very Low 33
298
9
10
Manhattan West Asset Management, LLC logo Manhattan West Asset Management, LLC
Very Low 33
331
10
36
Indivisible Partners logo Indivisible Partners
Very Low 33
460
14
24
Night Owl Capital Management, LLC logo Night Owl Capital Management, LLC
Very Low 33
196
6
8
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
Salvus Wealth Management, LLC logo Salvus Wealth Management, LLC
Very Low 33
195
6
7
Sensible Money, LLC logo Sensible Money, LLC
Very Low 32
324
10
16
Sanderson Wealth Management, LLC logo Sanderson Wealth Management, LLC
Very Low 32
318
10
19
Craft Wealth Services logo Craft Wealth Services
Very Low 32
222
7
7
Stirlingshire Investments logo Stirlingshire Investments
Very Low 32
760
24
29
HTG Investment Advisors Inc logo HTG Investment Advisors Inc
Very Low 31
377
12
13
Innovative Asset Advisors Group logo Innovative Asset Advisors Group
Very Low 31
373
12
13
SlateStone Wealth LLC logo SlateStone Wealth LLC
Very Low 31
558
18
28
Guardian Wealth Partners, LLC logo Guardian Wealth Partners, LLC
Very Low 31
402
13
75
Sargent Investment Group logo Sargent Investment Group
Very Low 30
396
13
18
Diastole Wealth Management logo Diastole Wealth Management
Very Low 30
273
9
13
Quartz Partners Investment Management logo Quartz Partners Investment Management
Very Low 30
688
23
26
RMR Wealth Management logo RMR Wealth Management
Very Low 30
178
6
7
Ballast Rock Private Wealth logo Ballast Rock Private Wealth
Very Low 29
235
8
9
SWBC Investment Company logo SWBC Investment Company
Very Low 29
470
16
33
Evermay Wealth Management, LLC logo Evermay Wealth Management, LLC
Very Low 29
558
19
24
HFM Wealth Management logo HFM Wealth Management
Very Low 29
176
6
10
Perennial logo Perennial
Very Low 29
117
4
5
Argos Wealth Advisors LLC logo Argos Wealth Advisors LLC
Very Low 29
234
8
11
St. Bernard Financial Services, Inc. logo St. Bernard Financial Services, Inc.
Very Low 29
841
29
109
Wellington Shields & Co., LLC logo Wellington Shields & Co., LLC
Very Low 29
580
20
25
Equita Financial Network, Inc. logo Equita Financial Network, Inc.
Very Low 29
434
15
19
Integrity Financial Advisors, LLC logo Integrity Financial Advisors, LLC
Very Low 29
230
8
9
Little House Capital, LLC logo Little House Capital, LLC
Very Low 29
200
7
7
Next Capital Management LLC logo Next Capital Management LLC
Very Low 29
257
9
23
Wilmington Capital Securities, LLC logo Wilmington Capital Securities, LLC
Very Low 29
171
6
6
Brown, Lisle/Cummings, Inc. logo Brown, Lisle/Cummings, Inc.
Very Low 28
226
8
13
Sunpointe Investments logo Sunpointe Investments
Very Low 28
309
11
17
Anchor Capital Advisors LLC logo Anchor Capital Advisors LLC
Very Low 28
474
17
42
Oxler Private Wealth logo Oxler Private Wealth
Very Low 28
111
4
4
Peak Asset Management, LLC logo Peak Asset Management, LLC
Very Low 28
333
12
16
Glassman Wealth Services, LLC logo Glassman Wealth Services, LLC
Very Low 28
359
13
21
Snowwater Investment Partners, LLC logo Snowwater Investment Partners, LLC
Very Low 28
55
2
3
Mclean Asset Management Corp. logo Mclean Asset Management Corp.
Very Low 27
486
18
26
Trust Advisory Group Ltd logo Trust Advisory Group Ltd
Very Low 27
562
21
22
Blue Square Asset Management, LLC logo Blue Square Asset Management, LLC
Very Low 26
184
7
9
Overbrook Management Corporation logo Overbrook Management Corporation
Very Low 26
105
4
17
Chapin, Davis logo Chapin, Davis
Very Low 26
543
21
26
Verum Partners LLC logo Verum Partners LLC
Very Low 26
361
14
17
WJL Financial Advisors logo WJL Financial Advisors
Very Low 25
152
6
6
SageBroadview Wealth Management, LLC logo SageBroadview Wealth Management, LLC
Very Low 25
148
6
8
ELCO Management Company, LLC logo ELCO Management Company, LLC
Very Low 24
144
6
7
MDRN Capital logo MDRN Capital
Very Low 24
569
24
36
Jackson, Grant Investment Advisers, Inc. logo Jackson, Grant Investment Advisers, Inc.
Very Low 24
94
4
8
Serenus Wealth Advisors, LLC logo Serenus Wealth Advisors, LLC
Very Low 24
141
6
6
Jeffrey Matthews Wealth Management, LLC logo Jeffrey Matthews Wealth Management, LLC
Very Low 23
352
15
15
Fruitful logo Fruitful
Very Low 23
351
15
44
Lumiere Financial logo Lumiere Financial
Very Low 23
116
5
5
HT Partners LLC logo HT Partners LLC
Very Low 23
115
5
7
Fort Point Capital Partners LLC logo Fort Point Capital Partners LLC
Very Low 23
431
19
32
Angeles Wealth Management, LLC logo Angeles Wealth Management, LLC
Very Low 23
203
9
17
Gannett Wealth Advisors logo Gannett Wealth Advisors
Very Low 23
135
6
8
Savvi Financial LLC logo Savvi Financial LLC
Very Low 23
135
6
22
Maytech Global Investments logo Maytech Global Investments
Very Low 22
111
5
12
Milestone Financial Planning, LLC logo Milestone Financial Planning, LLC
Very Low 21
257
12
23
Navis Wealth Advisors LLC logo Navis Wealth Advisors LLC
Very Low 21
126
6
8
Your Choice Financial LLC logo Your Choice Financial LLC
Very Low 21
126
6
6
Hampshire Family Office logo Hampshire Family Office
Very Low 21
62
3
5
Birch Hill Investment Advisors LLC logo Birch Hill Investment Advisors LLC
Very Low 20
182
9
19
LRI Investments logo LRI Investments
Very Low 20
477
24
35
Vestech Asset Management Inc. logo Vestech Asset Management Inc.
Very Low 20
278
14
14
Paradigm Capital Management, Inc. logo Paradigm Capital Management, Inc.
Very Low 20
59
3
12
1834 Investment Advisors Co. logo 1834 Investment Advisors Co.
Very Low 19
369
19
45
Litvak Wealth, LLC logo Litvak Wealth, LLC
Very Low 19
75
4
6
Stableford Capital LLC logo Stableford Capital LLC
Very Low 18
92
5
5
Princeton Global Asset Management LLC logo Princeton Global Asset Management LLC
Very Low 18
356
20
22
Single Point Partners logo Single Point Partners
Very Low 18
195
11
16
DMK Advisor Group, Inc. logo DMK Advisor Group, Inc.
Very Low 18
298
17
42
Palisades Hudson Asset Management, L.P. logo Palisades Hudson Asset Management, L.P.
Very Low 17
138
8
14
Blacktower Financial Management (US) LLC logo Blacktower Financial Management (US) LLC
Very Low 17
479
28
29
Seabridge Investment Advisors LLC logo Seabridge Investment Advisors LLC
Very Low 17
185
11
12
Capital Synergy Partners logo Capital Synergy Partners
Very Low 17
331
20
21
B.B. Graham & Company, Inc. logo B.B. Graham & Company, Inc.
Very Low 16
427
26
32
Bull Harbor Capital LLC. logo Bull Harbor Capital LLC.
Very Low 16
421
26
43
Papamarkou Wellner Perkin Advisors logo Papamarkou Wellner Perkin Advisors
Very Low 16
96
6
11
Searle & Co.
Very Low 16
126
8
13
Fidelis Capital logo Fidelis Capital
Very Low 16
218
14
22
Barton Investment Management, LLC logo Barton Investment Management, LLC
Very Low 16
93
6
7
Partners Capital Services, Inc. logo Partners Capital Services, Inc.
Very Low 15
210
14
18
Greenwich Advisors, LLC logo Greenwich Advisors, LLC
Very Low 14
72
5
5
AtCap Partners, LLC
Very Low 14
342
24
26
Vision Investment Advisors, LLC logo Vision Investment Advisors, LLC
Very Low 14
127
9
9
Henley & Company Wealth Management LLC logo Henley & Company Wealth Management LLC
Very Low 13
63
5
6
Valley FInancial Management, Inc. logo Valley FInancial Management, Inc.
Very Low 12
124
10
124
Bulltick Wealth Management, LLC logo Bulltick Wealth Management, LLC
Very Low 12
280
24
62
Sanders Morris LLC logo Sanders Morris LLC
Very Low 12
127
11
27
PUREfi Wealth, LLC logo PUREfi Wealth, LLC
Very Low 12
92
8
10
Entrewealth logo Entrewealth
Very Low 11
171
15
20
401k Generation logo 401k Generation
Very Low 11
68
6
35
Sierra Capital LLC logo Sierra Capital LLC
Very Low 11
76
7
8
Fairport Advisors, Inc. logo Fairport Advisors, Inc.
Very Low 10
62
6
7
Doyenne Wealth Advisors logo Doyenne Wealth Advisors
Very Low 10
132
13
18
Trident Advisors LLC
Very Low 8
41
5
6
Atlas logo Atlas
Very Low 8
47
6
8
Sophis Investments LLC logo Sophis Investments LLC
Very Low 8
39
5
5
Cynosure Portfolio Advisors LLC logo Cynosure Portfolio Advisors LLC
Very Low 6
48
8
8
Colomb Investment Management Company, LLC logo Colomb Investment Management Company, LLC
Very Low 4
32
8
8
D'Arcangelo Financial Advisors, LLC logo D'Arcangelo Financial Advisors, LLC
Very Low 3
15
5
5
Algorithmic Investment Models logo Algorithmic Investment Models
Very Low 1
8
8
8
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")