Clients per advisor for Team firms serving clients in Idaho

In Idaho, team-based financial advisory firms typically serve a higher number of clients per advisor compared to the broader market, with a median of 76 clients versus the national median of 61. This suggests that Idaho firms often operate with more scalable, process-driven models, enabling advisors to manage larger client loads efficiently. With 420 such firms in the state, clients may encounter a range of service styles, but the tendency toward higher client counts indicates a focus on broader reach rather than highly personalized engagement. This structure can offer more accessible advice options, though it may come with less individualized attention per client.

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
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
J.Derek Lewis & Associates, Inc. logo J.Derek Lewis & Associates, Inc.
Very High 641
7,691
12
12
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
NBC Capital Advisors logo NBC Capital Advisors
Very High 546
2,183
4
5
Northwest Quadrant Wealth Management logo Northwest Quadrant Wealth Management
Very High 502
1,004
2
3
Kiley Juergens Wealth Management, LLC logo Kiley Juergens Wealth Management, LLC
Very High 490
2,937
6
26
Catalyst Wealth Management  LLC logo Catalyst Wealth Management LLC
Very High 477
9,549
20
22
Miller Tabak Asset Management logo Miller Tabak Asset Management
Very High 468
936
2
9
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
Rudney Associates logo Rudney Associates
Very High 450
450
1
2
180 Wealth Advisors, LLC logo 180 Wealth Advisors, LLC
Very High 440
1,320
3
11
Weinand Financial, Inc. logo Weinand Financial, Inc.
Very High 437
437
1
5
Wilsey Asset Management Incorporated logo Wilsey Asset Management Incorporated
Very High 422
844
2
9
Kozak & Tripp Private Asset Management, Inc. logo Kozak & Tripp Private Asset Management, Inc.
Very High 388
775
2
10
Euro Pacific Asset Management, LLC logo Euro Pacific Asset Management, LLC
Very High 359
3,587
10
14
Q3 Asset Management Corporation logo Q3 Asset Management Corporation
Very High 348
2,780
8
12
Horst & Graben Wealth Management, LLC logo Horst & Graben Wealth Management, LLC
Very High 325
1,299
4
10
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
FREC logo FREC
Very High 298
1,789
6
7
Castle Rock Wealth Management, LLC logo Castle Rock Wealth Management, LLC
Very High 289
2,024
7
7
Patten and Patten, Inc. logo Patten and Patten, Inc.
Very High 280
841
3
13
Tradewinds Capital Management, LLC logo Tradewinds Capital Management, LLC
Very High 278
2,224
8
10
Navigate Private Wealth, LLC logo Navigate Private Wealth, LLC
Very High 276
1,929
7
11
Strategic Planning Group logo Strategic Planning Group
Very High 264
1,582
6
20
Rovin Capital logo Rovin Capital
Very High 260
520
2
14
Diligent Investors, LLC logo Diligent Investors, LLC
Very High 254
761
3
3
Iron Gate Global Advisors logo Iron Gate Global Advisors
Very High 251
1,760
7
7
Tamar Securities, LLC logo Tamar Securities, LLC
Very High 247
4,198
17
22
Front Street Capital Management, Inc. logo Front Street Capital Management, Inc.
Very High 237
1,185
5
6
Schnieders Capital Management, LLC. logo Schnieders Capital Management, LLC.
Very High 230
459
2
8
CGC Financial Services logo CGC Financial Services
Very High 228
1,140
5
13
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
Nelson Securities,Inc. logo Nelson Securities,Inc.
Very High 224
2,016
9
15
Prudent Investors logo Prudent Investors
Very High 223
670
3
8
Fiscal Wisdom Wealth Management LLC logo Fiscal Wisdom Wealth Management LLC
Very High 223
2,676
12
18
Chatterton & Associates logo Chatterton & Associates
Very High 220
1,542
7
31
McIlrath & Eck, LLC logo McIlrath & Eck, LLC
Very High 215
1,287
6
19
West Wealth Group, LLC logo West Wealth Group, LLC
Very High 210
2,736
13
35
Sweeney & Michel, LLC logo Sweeney & Michel, LLC
Very High 209
627
3
3
724 Capital, LLC logo 724 Capital, LLC
Very High 208
1,247
6
13
Hahn Financial Group logo Hahn Financial Group
Very High 205
1,846
9
16
Fermata Advisors logo Fermata Advisors
Very High 201
2,815
14
27
Pacific Sage Partners, LLC logo Pacific Sage Partners, LLC
Very High 201
804
4
8
Ignite Planners LLC logo Ignite Planners LLC
Very High 200
4,605
23
36
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
KWB Wealth logo KWB Wealth
Very High 194
1,935
10
10
Safeguard Investment Advisory Group, LLC logo Safeguard Investment Advisory Group, LLC
Very High 192
1,726
9
25
Fellowship Financial Planning logo Fellowship Financial Planning
Very High 188
1,130
6
12
Ascend Investment Partners logo Ascend Investment Partners
Very High 186
931
5
8
Wealth Alliance Advisory Group, LLC logo Wealth Alliance Advisory Group, LLC
Very High 183
916
5
6
Gemmer Asset Management LLC logo Gemmer Asset Management LLC
Very High 181
1,270
7
16
Scarborough Capital Management logo Scarborough Capital Management
Very High 178
2,664
15
23
American Wealth Management logo American Wealth Management
Very High 175
873
5
9
Financial Designs Corporation logo Financial Designs Corporation
Very High 172
515
3
6
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
Sage Advisors, LLC logo Sage Advisors, LLC
Very High 169
675
4
11
New Harbor Financial Group, LLC logo New Harbor Financial Group, LLC
Very High 168
1,010
6
9
Cross Financial Advisors logo Cross Financial Advisors
Very High 166
1,831
11
12
Martel Wealth Advisors, LLC logo Martel Wealth Advisors, LLC
Very High 166
998
6
13
Harfst and Associates, Inc. logo Harfst and Associates, Inc.
Very High 166
499
3
8
O'Donnell Financial Services, LLC logo O'Donnell Financial Services, LLC
Very High 166
995
6
12
Parker Investment Management, LLC logo Parker Investment Management, LLC
Very High 166
331
2
5
Capital Advisors Wealth Management logo Capital Advisors Wealth Management
Very High 166
993
6
10
Valley Wealth Strategies, LLC logo Valley Wealth Strategies, LLC
Very High 165
3,966
24
59
Aspire Capital Advisors LLC logo Aspire Capital Advisors LLC
Very High 163
1,956
12
22
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
Richards Merrill Wealth Management logo Richards Merrill Wealth Management
Very High 159
1,270
8
10
Triumph Capital Management logo Triumph Capital Management
Very High 157
2,193
14
18
SMI Advisory Services, LLC logo SMI Advisory Services, LLC
Very High 154
1,080
7
7
Matrix Asset Advisors Inc logo Matrix Asset Advisors Inc
Very High 152
607
4
12
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
Bridgewealth Advisory Group, LLC logo Bridgewealth Advisory Group, LLC
Very High 145
723
5
10
Lighthouse Wealth Strategies, LLC logo Lighthouse Wealth Strategies, LLC
Very High 144
866
6
13
Planned Solutions, Inc. logo Planned Solutions, Inc.
Very High 138
827
6
11
Pace Financial Advisors logo Pace Financial Advisors
Very High 138
1,240
9
9
Howe and Rusling, Inc. logo Howe and Rusling, Inc.
Very High 135
1,081
8
26
American Financial Advisors Inc logo American Financial Advisors Inc
Very High 133
799
6
8
Check Capital Management Inc logo Check Capital Management Inc
Very High 132
1,192
9
12
Driven Investments LLC logo Driven Investments LLC
Very High 132
1,192
9
9
Measured Risk Portfolios logo Measured Risk Portfolios
Very High 132
793
6
13
Beacon Financial Group logo Beacon Financial Group
Very High 132
1,052
8
18
TRUE Private Wealth Advisors, LLC logo TRUE Private Wealth Advisors, LLC
Very High 131
1,576
12
22
Parkshore Wealth Management logo Parkshore Wealth Management
Very High 131
522
4
10
Smedley Financial Services Inc logo Smedley Financial Services Inc
Very High 129
774
6
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
Journey Retirement Planning and Investment Management, LLC logo Journey Retirement Planning and Investment Management, LLC
Very High 127
637
5
8
HRC Wealth Management, LLC logo HRC Wealth Management, LLC
Very High 125
878
7
8
von Borstel & Associates logo von Borstel & Associates
Very High 125
499
4
11
Rubicon Advisors logo Rubicon Advisors
Very High 125
1,370
11
20
Tidemark, LLC logo Tidemark, LLC
Very High 121
849
7
12
Physician Wealth Advisors, Inc. logo Physician Wealth Advisors, Inc.
Very High 121
1,088
9
15
Eclectic Associates, Inc. logo Eclectic Associates, Inc.
Very High 121
1,207
10
17
Discipline Wealth Solutions, Inc. logo Discipline Wealth Solutions, Inc.
Very High 120
1,919
16
18
Leonard Rickey Investment Advisors, P.L.L.C. logo Leonard Rickey Investment Advisors, P.L.L.C.
Very High 120
1,078
9
19
Navigation Wealth Management logo Navigation Wealth Management
Very High 119
954
8
8
Alliant Securities, Inc. Turner, Nord, Kienbaum logo Alliant Securities, Inc. Turner, Nord, Kienbaum
Very High 118
708
6
9
Paul R. Ried Financial Group, LLC logo Paul R. Ried Financial Group, LLC
Very High 118
1,059
9
12
Headwater Investment Consulting,Inc. logo Headwater Investment Consulting,Inc.
Very High 118
588
5
7
CapWealth Advisors, LLC logo CapWealth Advisors, LLC
Very High 117
1,407
12
19
FINANCIAL FOCUS LLC logo FINANCIAL FOCUS LLC
Very High 116
581
5
8
Roseman Wagner Wealth Management logo Roseman Wagner Wealth Management
Very High 116
580
5
8
TriaGen Wealth Management LLC logo TriaGen Wealth Management LLC
Very High 116
347
3
5
Ashton Thomas Securities, LLC logo Ashton Thomas Securities, LLC
Very High 114
2,281
20
46
West Invest logo West Invest
Very High 114
684
6
9
Lone Peak Advisers logo Lone Peak Advisers
Very High 113
905
8
8
MSH Capital Advisors LLC logo MSH Capital Advisors LLC
Very High 113
2,257
20
35
Spinnaker Investment Group, LLC logo Spinnaker Investment Group, LLC
Very High 113
902
8
11
Navellier & Associates Inc logo Navellier & Associates Inc
Very High 113
1,238
11
21
Oak Lane Advisors logo Oak Lane Advisors
Very High 112
898
8
12
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
Peterson Wealth Services Inc. logo Peterson Wealth Services Inc.
Very High 111
445
4
6
Compak Asset Management logo Compak Asset Management
High 108
1,734
16
20
California Financial Advisors logo California Financial Advisors
High 108
1,517
14
14
First Financial Coaching, Inc. logo First Financial Coaching, Inc.
High 107
1,500
14
14
Rossby Financial, LLC
High 106
2,542
24
24
Cozad Asset Management Inc logo Cozad Asset Management Inc
High 106
2,116
20
29
Bill Few Associates, Inc. logo Bill Few Associates, Inc.
High 106
2,954
28
31
Freedom Day Solutions, LLC logo Freedom Day Solutions, LLC
High 105
421
4
8
Galvin, Gaustad & Stein, LLC logo Galvin, Gaustad & Stein, LLC
High 104
831
8
17
SLP Wealth logo SLP Wealth
High 104
1,657
16
23
Teton Wealth Group LLC logo Teton Wealth Group LLC
High 104
828
8
24
M2 Financial LLC
High 103
514
5
9
MarsJewett Financial Group logo MarsJewett Financial Group
High 102
717
7
16
Trinity Strategic Wealth logo Trinity Strategic Wealth
High 102
1,735
17
27
Manchester Financial Inc logo Manchester Financial Inc
High 102
1,018
10
19
Griffiths, Dreher & Evans, P.S., CPAs logo Griffiths, Dreher & Evans, P.S., CPAs
High 102
915
9
25
Pinnacle Wealth Advisors
High 101
810
8
21
Shufro, Rose & CO., LLC logo Shufro, Rose & CO., LLC
High 101
1,207
12
27
Arbor Capital Management Inc logo Arbor Capital Management Inc
High 100
601
6
7
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
3Edge Asset Management, LP logo 3Edge Asset Management, LP
High 99
1,489
15
24
Armstrong Advisory Group Inc. logo Armstrong Advisory Group Inc.
High 99
1,489
15
22
Kingdom Financial Group, LLC logo Kingdom Financial Group, LLC
High 99
1,785
18
51
Pinney & Scofield, Inc. logo Pinney & Scofield, Inc.
High 98
295
3
4
Sharkey Howes & Javer Inc logo Sharkey Howes & Javer Inc
High 96
868
9
14
Palisade Investments, LLC logo Palisade Investments, LLC
High 96
578
6
8
Financial Insights Wealth Management logo Financial Insights Wealth Management
High 96
768
8
16
Preferred Retirement Options, Inc logo Preferred Retirement Options, Inc
High 96
480
5
5
Optima Capital LLC logo Optima Capital LLC
High 96
671
7
7
Keudell Morrison Wealth Management, LLC logo Keudell Morrison Wealth Management, LLC
High 96
766
8
11
Managed Asset Portfolios, LLC logo Managed Asset Portfolios, LLC
High 95
1,620
17
22
RIA Advisors logo RIA Advisors
High 95
1,235
13
16
Triton Wealth Management, PLLC logo Triton Wealth Management, PLLC
High 95
853
9
9
Mraz and Associates logo Mraz and Associates
High 95
473
5
6
Greene Wealth Management, LLC logo Greene Wealth Management, LLC
High 94
377
4
9
Gradient Capital Advisors, LLC logo Gradient Capital Advisors, LLC
High 92
462
5
7
Tencap Wealth Coaching logo Tencap Wealth Coaching
High 92
736
8
8
Windsor Capital Management, LLC logo Windsor Capital Management, LLC
High 92
458
5
8
Guidestone Advisors
High 91
2,087
23
34
Auxano Advisors logo Auxano Advisors
High 91
724
8
15
RDA Financial network logo RDA Financial network
High 89
1,514
17
17
Pinkerton Wealth Partners logo Pinkerton Wealth Partners
High 88
1,233
14
49
Sand Creek Capital, LLC logo Sand Creek Capital, LLC
High 88
439
5
5
WT Wealth Management, LLC logo WT Wealth Management, LLC
High 87
1,133
13
16
Aegis Wealth Management, Inc. logo Aegis Wealth Management, Inc.
High 87
2,350
27
27
Van Hulzen Financial Advisors logo Van Hulzen Financial Advisors
High 87
1,389
16
21
Allied Investment Advisors LLC logo Allied Investment Advisors LLC
High 87
953
11
12
Stack Financial Management Inc logo Stack Financial Management Inc
High 87
779
9
14
SPG Advisors LLC logo SPG Advisors LLC
High 87
692
8
9
Epsilon Financial Group, Inc. logo Epsilon Financial Group, Inc.
High 86
428
5
8
Vickerman Investment Advisors, Inc. logo Vickerman Investment Advisors, Inc.
High 86
428
5
7
Alliance Wealth Advisors, LLC logo Alliance Wealth Advisors, LLC
High 86
770
9
19
Prosperity Financial Group, Inc. logo Prosperity Financial Group, Inc.
High 85
598
7
10
Phillips and Company Advisors LLC logo Phillips and Company Advisors LLC
High 85
1,110
13
19
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
Wellesley Asset Management, Inc. logo Wellesley Asset Management, Inc.
High 83
1,246
15
30
Miramontes Capital, LLC logo Miramontes Capital, LLC
High 83
744
9
15
Cheviot Value Management, LLC logo Cheviot Value Management, LLC
High 83
578
7
7
BCG Securities, inc. logo BCG Securities, inc.
High 82
2,060
25
55
Apriem Advisors logo Apriem Advisors
High 82
1,062
13
17
Fortitude Financial LLC logo Fortitude Financial LLC
High 82
408
5
8
Refined Wealth Management logo Refined Wealth Management
High 82
408
5
5
TCFG Investment Advisors, LLC logo TCFG Investment Advisors, LLC
High 80
2,334
29
29
Golden Reserve Retirement, LLC logo Golden Reserve Retirement, LLC
High 80
2,008
25
45
Rebalance LLC logo Rebalance LLC
High 80
636
8
17
Mountain Capital Investment Advisors Inc logo Mountain Capital Investment Advisors Inc
High 79
1,191
15
17
Bulman Wealth Group logo Bulman Wealth Group
High 79
555
7
15
Human Investing logo Human Investing
High 79
1,267
16
28
Mirador Capital Partners logo Mirador Capital Partners
High 79
629
8
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
NPF Investment Advisors logo NPF Investment Advisors
High 78
938
12
18
Auxier Asset Management logo Auxier Asset Management
High 78
466
6
11
Cookson Peirce Wealth Management logo Cookson Peirce Wealth Management
High 77
1,544
20
29
Core Wealth Partners LLC logo Core Wealth Partners LLC
High 76
380
5
5
Tempus Wealth Planning, LLC logo Tempus Wealth Planning, LLC
High 76
683
9
9
Cadinha & Co LLC logo Cadinha & Co LLC
High 76
606
8
19
American Money Management, LLC logo American Money Management, LLC
High 76
832
11
13
Financial Plan, Inc. logo Financial Plan, Inc.
High 75
905
12
12
Continental Investors Services, Inc. logo Continental Investors Services, Inc.
High 75
602
8
14
Trinity Capital Management, LLC logo Trinity Capital Management, LLC
High 75
376
5
6
Dentist Advisors logo Dentist Advisors
High 75
752
10
24
Helmstar Wealth Management logo Helmstar Wealth Management
High 75
523
7
12
Hunter Associates LLC logo Hunter Associates LLC
High 75
1,193
16
16
Strategic Income Group LLC logo Strategic Income Group LLC
Typical 73
366
5
5
Elevage Partners, LLC logo Elevage Partners, LLC
Typical 73
365
5
8
FEFA Financial logo FEFA Financial
Typical 73
1,679
23
27
Mountain Pacific Investment Advisers, LLC logo Mountain Pacific Investment Advisers, LLC
Typical 73
290
4
6
Motiv8 Investments LLC logo Motiv8 Investments LLC
Typical 72
720
10
21
Northern Capital Management, Inc. logo Northern Capital Management, Inc.
Typical 72
719
10
11
Telos Capital Management, Inc. logo Telos Capital Management, Inc.
Typical 71
924
13
19
Mosley Wealth Management, Inc. logo Mosley Wealth Management, Inc.
Typical 71
707
10
15
Momentous Wealth Management, Inc. logo Momentous Wealth Management, Inc.
Typical 70
492
7
7
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
Hillcrest Financial Group logo Hillcrest Financial Group
Typical 69
347
5
8
Madrona Financial & CPAs logo Madrona Financial & CPAs
Typical 69
689
10
18
Petersen Hastings Wealth Advisors, Inc. logo Petersen Hastings Wealth Advisors, Inc.
Typical 68
1,232
18
19
First Pacific Financial, Inc. logo First Pacific Financial, Inc.
Typical 68
1,291
19
33
New Millennium Group logo New Millennium Group
Typical 68
881
13
18
Atlas Private Wealth Advisors logo Atlas Private Wealth Advisors
Typical 67
1,211
18
29
Whelan Financial logo Whelan Financial
Typical 67
470
7
9
Prosperitas Financial, LLC logo Prosperitas Financial, LLC
Typical 67
1,745
26
33
Drive Wealth Advisers logo Drive Wealth Advisers
Typical 67
1,073
16
17
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
Fortem Financial Group, LLC logo Fortem Financial Group, LLC
Typical 67
333
5
10
Fiduciary Financial Planning Network logo Fiduciary Financial Planning Network
Typical 67
333
5
5
Professional Advisory Services Inc logo Professional Advisory Services Inc
Typical 66
596
9
13
Caldwell Sutter Capital, Inc. logo Caldwell Sutter Capital, Inc.
Typical 66
528
8
17
Desert Rose Capital Management, Inc. logo Desert Rose Capital Management, Inc.
Typical 66
723
11
22
Financial Management Network Inc logo Financial Management Network Inc
Typical 66
1,379
21
50
Br Wealth Management logo Br Wealth Management
Typical 66
328
5
7
Soulence Wealth Management logo Soulence Wealth Management
Typical 66
393
6
6
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
Chaney Capital Management Inc. logo Chaney Capital Management Inc.
Typical 65
388
6
6
Modern Capital Advisors, LLC logo Modern Capital Advisors, LLC
Typical 64
1,221
19
19
Decker Retirement Planning Inc. logo Decker Retirement Planning Inc.
Typical 64
767
12
23
RW Investment Management LLC logo RW Investment Management LLC
Typical 63
758
12
20
Comprehensive Wealth Management logo Comprehensive Wealth Management
Typical 63
378
6
11
Insight Wealth Strategies, LLC logo Insight Wealth Strategies, LLC
Typical 63
567
9
12
Liberty Wealth Management, LLC logo Liberty Wealth Management, LLC
Typical 63
1,510
24
43
Financial Advisors Network, Inc. logo Financial Advisors Network, Inc.
Typical 63
816
13
22
Richmond Investment Services LLC logo Richmond Investment Services LLC
Typical 63
877
14
14
Personal CFO Solutions LLC logo Personal CFO Solutions LLC
Typical 62
624
10
18
CLG LLC logo CLG LLC
Typical 62
1,434
23
35
Dash Investments logo Dash Investments
Typical 62
432
7
9
Net Worth Advisory Group, LLC logo Net Worth Advisory Group, LLC
Typical 62
862
14
20
Cimarron Wealth Management, Inc. logo Cimarron Wealth Management, Inc.
Typical 61
552
9
13
IBN Financial Services, Inc. logo IBN Financial Services, Inc.
Typical 61
735
12
79
Coign Capital Advisors LLC logo Coign Capital Advisors LLC
Typical 61
427
7
8
Christensen, King & Associates Investment Services, Inc. logo Christensen, King & Associates Investment Services, Inc.
Typical 60
540
9
10
Woodstock Wealth Management, Inc. logo Woodstock Wealth Management, Inc.
Typical 60
1,554
26
26
Team Wealth & Tax Advisors logo Team Wealth & Tax Advisors
Typical 60
358
6
7
Transcend Capital Advisors, LLC logo Transcend Capital Advisors, LLC
Typical 60
1,073
18
39
Etesian Wealth Advisors, Inc. logo Etesian Wealth Advisors, Inc.
Typical 59
415
7
8
Clearwater Capital Partners logo Clearwater Capital Partners
Typical 59
889
15
23
DAI Wealth, LLC logo DAI Wealth, LLC
Typical 59
1,466
25
40
EQ Wealth Management logo EQ Wealth Management
Typical 58
525
9
15
Capital Planning, LLC logo Capital Planning, LLC
Typical 58
289
5
12
The Norden Group LLC logo The Norden Group LLC
Typical 58
1,271
22
30
Adams Wealth Advisors logo Adams Wealth Advisors
Typical 58
691
12
18
Knightsbridge Wealth Management logo Knightsbridge Wealth Management
Typical 57
517
9
13
Oxbow Advisors, LLC logo Oxbow Advisors, LLC
Typical 57
688
12
13
Snider Financial Group logo Snider Financial Group
Typical 57
514
9
15
Axim Planning & Wealth logo Axim Planning & Wealth
Typical 57
285
5
5
The H Group, Inc. logo The H Group, Inc.
Typical 57
735
13
15
Wealth Management CPAs, LLC logo Wealth Management CPAs, LLC
Typical 56
395
7
11
Quantum Financial Planning Services, Inc. logo Quantum Financial Planning Services, Inc.
Typical 56
790
14
19
Guide Advisors, Inc. logo Guide Advisors, Inc.
Typical 56
279
5
5
Gagnon Securities, LLC logo Gagnon Securities, LLC
Typical 56
1,058
19
19
Burton Enright Welch logo Burton Enright Welch
Typical 56
612
11
19
Statheros Financial Solutions, Inc. logo Statheros Financial Solutions, Inc.
Typical 56
555
10
15
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
Investor FAN logo Investor FAN
Typical 55
874
16
18
Peterson Wealth Advisors, LLC logo Peterson Wealth Advisors, LLC
Typical 54
653
12
12
Berkeley, Inc. logo Berkeley, Inc.
Typical 54
217
4
6
Ashworth Wealth, LLC logo Ashworth Wealth, LLC
Typical 54
270
5
5
Forty North Wealth logo Forty North Wealth
Typical 53
532
10
12
Three Seasons Wealth logo Three Seasons Wealth
Typical 53
372
7
14
Keystone Private Wealth logo Keystone Private Wealth
Typical 53
531
10
11
Elliott Cove Capital Management logo Elliott Cove Capital Management
Typical 53
584
11
11
American Capital Advisory, LLC logo American Capital Advisory, LLC
Typical 52
367
7
7
Dara Capital US, Inc. logo Dara Capital US, Inc.
Typical 52
52
1
3
Natural Investments logo Natural Investments
Typical 52
1,242
24
24
Johnson Bixby logo Johnson Bixby
Typical 52
776
15
15
McDonald Partners LLC logo McDonald Partners LLC
Low 51
1,131
22
29
Interwise logo Interwise
Low 51
307
6
10
Elysium Wealth Management, LLC logo Elysium Wealth Management, LLC
Low 51
765
15
22
Go Wealth Management logo Go Wealth Management
Low 51
457
9
9
Graves Light Lenhart logo Graves Light Lenhart
Low 50
403
8
11
Elevated Capital Advisors, LLC logo Elevated Capital Advisors, LLC
Low 50
1,006
20
30
Decisionpoint Financial, LLC logo Decisionpoint Financial, LLC
Low 50
602
12
18
The Investment Counsel Company logo The Investment Counsel Company
Low 50
401
8
11
Doceo Wealth, LLC logo Doceo Wealth, LLC
Low 50
300
6
7
Ironwood Investment Counsel, LLC logo Ironwood Investment Counsel, LLC
Low 50
549
11
22
Horter Investment Management, LLC logo Horter Investment Management, LLC
Low 50
1,292
26
43
Sound Financial, LLC logo Sound Financial, LLC
Low 50
248
5
9
CAVU Wealth Management logo CAVU Wealth Management
Low 50
347
7
7
Summit Wealth and Retirement Partners logo Summit Wealth and Retirement Partners
Low 49
346
7
12
Fiduciary Financial Group, LLC logo Fiduciary Financial Group, LLC
Low 49
392
8
9
Midwest Financial Partners logo Midwest Financial Partners
Low 49
438
9
30
SGL Investment Advisors, Inc. logo SGL Investment Advisors, Inc.
Low 47
712
15
15
Promontory Financial Planning, LLC
Low 47
565
12
12
Corda Investment Management, LLC logo Corda Investment Management, LLC
Low 47
1,359
29
32
The Retirement Solution LLC logo The Retirement Solution LLC
Low 46
823
18
35
RiverFront Investment Group, LLC logo RiverFront Investment Group, LLC
Low 46
1,185
26
46
Andina Advisors logo Andina Advisors
Low 45
632
14
31
Hohimer Wealth Management, LLC logo Hohimer Wealth Management, LLC
Low 45
535
12
12
Aspen Capital Management, LLC logo Aspen Capital Management, LLC
Low 44
443
10
12
Alliance Advisory & Securities, LLC logo Alliance Advisory & Securities, LLC
Low 44
663
15
21
Delta Investment Management, LLC logo Delta Investment Management, LLC
Low 44
1,099
25
25
Paragon Capital Management LLC logo Paragon Capital Management LLC
Low 44
350
8
10
TRADEway logo TRADEway
Low 44
611
14
36
DMKC Advisory Services, LLC logo DMKC Advisory Services, LLC
Low 43
473
11
13
JGP Wealth Management, LLC logo JGP Wealth Management, LLC
Low 43
771
18
23
Stansberry Asset Management, LLC logo Stansberry Asset Management, LLC
Low 42
975
23
34
Buckley Wealth logo Buckley Wealth
Low 42
210
5
6
Roehl & Yi Investment Advisors, LLC logo Roehl & Yi Investment Advisors, LLC
Low 42
460
11
16
Nilsine Partners, LLC logo Nilsine Partners, LLC
Low 42
540
13
18
Squire Wealth Advisors logo Squire Wealth Advisors
Low 41
539
13
15
Union Capital Company logo Union Capital Company
Low 41
414
10
13
Strait & Sound logo Strait & Sound
Low 41
243
6
10
Corvus Wealth Advisors LLC logo Corvus Wealth Advisors LLC
Low 40
363
9
19
Nasdaq Dorsey Wright logo Nasdaq Dorsey Wright
Low 40
806
20
25
BCN Financial, Inc. logo BCN Financial, Inc.
Low 40
322
8
8
Everspire logo Everspire
Low 40
803
20
20
Orca Investment Management, LLC logo Orca Investment Management, LLC
Low 40
359
9
9
Nepsis, Inc. logo Nepsis, Inc.
Low 39
590
15
37
Avier Wealth Advisors logo Avier Wealth Advisors
Low 39
583
15
20
Severin Investments LLC logo Severin Investments LLC
Low 39
233
6
8
Montis Financial, LLC logo Montis Financial, LLC
Low 39
580
15
26
Fidelis Wealth Advisors logo Fidelis Wealth Advisors
Low 38
191
5
5
Onyx Financial Advisors, LLC logo Onyx Financial Advisors, LLC
Low 38
265
7
10
Harold Dance Investments logo Harold Dance Investments
Low 38
302
8
8
Ims Capital Management logo Ims Capital Management
Low 38
264
7
9
Arista Wealth Management, LLC logo Arista Wealth Management, LLC
Low 38
377
10
16
Flagstar Advisors logo Flagstar Advisors
Low 37
1,004
27
37
Columbia Advisory Partners, LLC logo Columbia Advisory Partners, LLC
Low 37
630
17
19
Opal Advisors logo Opal Advisors
Low 37
184
5
6
Albion Financial Group logo Albion Financial Group
Low 36
722
20
31
Centura Wealth Advisory logo Centura Wealth Advisory
Low 36
574
16
64
Libra Wealth LLC logo Libra Wealth LLC
Low 36
143
4
5
Private Advisory logo Private Advisory
Low 36
678
19
31
Aerodigm Wealth LLC logo Aerodigm Wealth LLC
Low 35
212
6
9
Vance Wealth logo Vance Wealth
Low 35
380
11
22
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
Boyce & Associates Wealth Consulting, Inc. logo Boyce & Associates Wealth Consulting, Inc.
Very Low 33
264
8
8
Lasting Mark Retirement Group LLC logo Lasting Mark Retirement Group LLC
Very Low 33
229
7
7
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
Stirlingshire Investments logo Stirlingshire Investments
Very Low 32
760
24
29
Integris Wealth Management, LLC logo Integris Wealth Management, LLC
Very Low 31
344
11
18
Wealth Foundations Partners, LLC logo Wealth Foundations Partners, LLC
Very Low 31
311
10
12
Guardian Wealth Partners, LLC logo Guardian Wealth Partners, LLC
Very Low 31
402
13
75
WaFd Wealth, Inc logo WaFd Wealth, Inc
Very Low 30
274
9
14
Perspective Wealth Partners, LLC logo Perspective Wealth Partners, LLC
Very Low 30
273
9
12
TPG Financial Advisors, LLC logo TPG Financial Advisors, LLC
Very Low 30
545
18
21
Alpha Capital Family Office, LLC logo Alpha Capital Family Office, LLC
Very Low 29
147
5
12
Blue Barn Wealth logo Blue Barn Wealth
Very Low 28
226
8
9
Anchor Capital Advisors LLC logo Anchor Capital Advisors LLC
Very Low 28
474
17
42
Parsonex Advisory Services, Inc. logo Parsonex Advisory Services, Inc.
Very Low 28
330
12
24
Westshore Wealth logo Westshore Wealth
Very Low 27
190
7
10
Feltl Advisors logo Feltl Advisors
Very Low 26
395
15
15
Cabin Advisors, LLC logo Cabin Advisors, LLC
Very Low 26
368
14
15
Beacon Financial Planning, LLC logo Beacon Financial Planning, LLC
Very Low 25
126
5
6
Signature Resources Capital Management, LLC logo Signature Resources Capital Management, LLC
Very Low 24
366
15
15
Laffer Tengler Investments, Inc. logo Laffer Tengler Investments, Inc.
Very Low 24
243
10
14
Solidarity Wealth, LLC logo Solidarity Wealth, LLC
Very Low 24
218
9
12
Jackson, Grant Investment Advisers, Inc. logo Jackson, Grant Investment Advisers, Inc.
Very Low 24
94
4
8
Fort Point Capital Partners LLC logo Fort Point Capital Partners LLC
Very Low 23
431
19
32
Illumination Wealth Management logo Illumination Wealth Management
Very Low 23
203
9
14
Savvi Financial LLC logo Savvi Financial LLC
Very Low 23
135
6
22
Gannett Wealth Advisors logo Gannett Wealth Advisors
Very Low 23
135
6
8
Forefront logo Forefront
Very Low 21
572
27
27
KFG, LLC logo KFG, LLC
Very Low 20
100
5
10
LRI Investments logo LRI Investments
Very Low 20
477
24
35
1834 Investment Advisors Co. logo 1834 Investment Advisors Co.
Very Low 19
369
19
45
Keener Financial Planning logo Keener Financial Planning
Very Low 19
193
10
12
Capital Ideas logo Capital Ideas
Very Low 19
96
5
5
Quility Financial Advisors logo Quility Financial Advisors
Very Low 19
227
12
13
Altitude Capital Management LLC logo Altitude Capital Management LLC
Very Low 19
488
26
28
Best Life Infinity, LLC
Very Low 18
110
6
8
JRS Investments and Wealth Preservation, LLC logo JRS Investments and Wealth Preservation, LLC
Very Low 18
91
5
5
Ministry Partners Securities, LLC logo Ministry Partners Securities, LLC
Very Low 18
108
6
6
DMK Advisor Group, Inc. logo DMK Advisor Group, Inc.
Very Low 18
298
17
42
Capital Synergy Partners logo Capital Synergy Partners
Very Low 17
331
20
21
Lee Financial Company, LLC logo Lee Financial Company, LLC
Very Low 16
428
26
39
B.B. Graham & Company, Inc. logo B.B. Graham & Company, Inc.
Very Low 16
427
26
32
MMA Asset Management LLC logo MMA Asset Management LLC
Very Low 16
282
18
19
Vision Investment Advisors, LLC logo Vision Investment Advisors, LLC
Very Low 14
127
9
9
Pacific Point Advisors, LLC logo Pacific Point Advisors, LLC
Very Low 14
84
6
9
Echelon Group logo Echelon Group
Very Low 13
65
5
6
Your IA, LLC logo Your IA, LLC
Very Low 12
188
16
19
Sanders Morris LLC logo Sanders Morris LLC
Very Low 12
127
11
27
401k Generation logo 401k Generation
Very Low 11
68
6
35
Q3 Advisors, LLC logo Q3 Advisors, LLC
Very Low 11
224
20
20
Parcion Private Wealth LLC logo Parcion Private Wealth LLC
Very Low 11
165
15
28
Investment Research Corp logo Investment Research Corp
Very Low 11
163
15
21
Saltbox Financial LLC logo Saltbox Financial LLC
Very Low 9
46
5
5
Colmina, LLC logo Colmina, LLC
Very Low 8
40
5
7
Algorithmic Investment Models logo Algorithmic Investment Models
Very Low 1
8
8
8
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