Clients per advisor for Team firms serving clients in Kansas

In Kansas, team-based financial advisor firms tend to serve a higher number of clients per advisor compared to the typical range seen nationally. With 367 firms operating in the state, the median clients per advisor is 79, notably above the national median of 50 for similar-sized teams. This suggests that Kansas firms often adopt more scalable, process-driven approaches, enabling advisors to manage larger client loads efficiently. For consumers, this may indicate a greater emphasis on standardized workflows and broader client reach, which can translate to more accessible services, though potentially with less individualized attention than firms with lower client-to-advisor ratios.

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
Algorithmic Investment Models logo Algorithmic Investment Models
Very Low 1
8
8
8
Central States Capital Markets, LLC logo Central States Capital Markets, LLC
Very Low 1
6
6
6
Quincy Wells Advisors, LLC
Very Low 11
245
23
23
401k Generation logo 401k Generation
Very Low 11
68
6
35
Entrewealth logo Entrewealth
Very Low 11
171
15
20
Sanders Morris LLC logo Sanders Morris LLC
Very Low 12
127
11
27
Partners Capital Services, Inc. logo Partners Capital Services, Inc.
Very Low 15
210
14
18
MMA Asset Management LLC logo MMA Asset Management LLC
Very Low 16
282
18
19
GreenLeaf Financial Network, LLC logo GreenLeaf Financial Network, LLC
Very Low 16
189
12
12
Acrylic Financial, Inc. logo Acrylic Financial, Inc.
Very Low 16
307
19
21
B.B. Graham & Company, Inc. logo B.B. Graham & Company, Inc.
Very Low 16
427
26
32
DMK Advisor Group, Inc. logo DMK Advisor Group, Inc.
Very Low 18
298
17
42
1834 Investment Advisors Co. logo 1834 Investment Advisors Co.
Very Low 19
369
19
45
Vestech Asset Management Inc. logo Vestech Asset Management Inc.
Very Low 20
278
14
14
LRI Investments logo LRI Investments
Very Low 20
477
24
35
Moss, Luse & Womble, LLC logo Moss, Luse & Womble, LLC
Very Low 22
475
22
42
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
Searcy Financial Services, Inc. logo Searcy Financial Services, Inc.
Very Low 23
185
8
9
MDRN Capital logo MDRN Capital
Very Low 24
569
24
36
Sound Stewardship, LLC logo Sound Stewardship, LLC
Very Low 24
190
8
11
Tushaus Wealth Management logo Tushaus Wealth Management
Very Low 24
122
5
5
Cabin Advisors, LLC logo Cabin Advisors, LLC
Very Low 26
368
14
15
Chief Advisors Corp
Very Low 26
185
7
7
Trust Advisory Group Ltd logo Trust Advisory Group Ltd
Very Low 27
562
21
22
Freestate Advisors LLC logo Freestate Advisors LLC
Very Low 27
244
9
9
Parsonex Advisory Services, Inc. logo Parsonex Advisory Services, Inc.
Very Low 28
330
12
24
Anchor Capital Advisors LLC logo Anchor Capital Advisors LLC
Very Low 28
474
17
42
Sunpointe Investments logo Sunpointe Investments
Very Low 28
309
11
17
Dale K. Ehrhart, Inc. logo Dale K. Ehrhart, Inc.
Very Low 29
114
4
6
St. Bernard Financial Services, Inc. logo St. Bernard Financial Services, Inc.
Very Low 29
841
29
109
SWBC Investment Company logo SWBC Investment Company
Very Low 29
470
16
33
OFG Financial Services, Inc. logo OFG Financial Services, Inc.
Very Low 30
850
28
30
Guardian Wealth Partners, LLC logo Guardian Wealth Partners, LLC
Very Low 31
402
13
75
Elk River Wealth Management LLC logo Elk River Wealth Management LLC
Very Low 31
251
8
11
Stirlingshire Investments logo Stirlingshire Investments
Very Low 32
760
24
29
Private Client Advisor Group, LLC logo Private Client Advisor Group, LLC
Very Low 32
190
6
6
Equitycompass Investment Management, LLC logo Equitycompass Investment Management, LLC
Very Low 33
163
5
14
Lasting Mark Retirement Group LLC logo Lasting Mark Retirement Group LLC
Very Low 33
229
7
7
OLIO Financial Planning logo OLIO Financial Planning
Very Low 33
368
11
14
Skybound Wealth USA
Very Low 34
339
10
10
Denver PWM, LLC logo Denver PWM, LLC
Very Low 34
204
6
6
Black Knight Wealth Management, LLC logo Black Knight Wealth Management, LLC
Low 34
444
13
14
Capital Management Services, Inc. logo Capital Management Services, Inc.
Low 35
242
7
7
HDQ Wealth logo HDQ Wealth
Low 35
173
5
5
SJHL Financial Group logo SJHL Financial Group
Low 35
384
11
11
Econologics Financial Advisors logo Econologics Financial Advisors
Low 36
291
8
18
Cannon Financial Strategists, Inc. logo Cannon Financial Strategists, Inc.
Low 37
986
27
33
Aspyre Wealth Partners logo Aspyre Wealth Partners
Low 37
329
9
17
Keebeck Wealth Management logo Keebeck Wealth Management
Low 37
147
4
9
Flagstar Advisors logo Flagstar Advisors
Low 37
1,004
27
37
America First Investment Advisors LLC logo America First Investment Advisors LLC
Low 37
261
7
7
Buttonwood Financial Group, LLC logo Buttonwood Financial Group, LLC
Low 37
336
9
12
RetireWise Tax and Wealth Advisors, Inc. logo RetireWise Tax and Wealth Advisors, Inc.
Low 37
262
7
10
Windward Private Wealth Management Inc. logo Windward Private Wealth Management Inc.
Low 38
226
6
9
Gill Capital Partners, LLC logo Gill Capital Partners, LLC
Low 39
434
11
17
Peachcap Tax & Advisory, LLC logo Peachcap Tax & Advisory, LLC
Low 40
237
6
6
Freedom Wealth Advisors, LLC logo Freedom Wealth Advisors, LLC
Low 40
238
6
6
Elwood & Goetz logo Elwood & Goetz
Low 40
682
17
29
Nasdaq Dorsey Wright logo Nasdaq Dorsey Wright
Low 40
806
20
25
Fortune Financial Advisors, LLC logo Fortune Financial Advisors, LLC
Low 41
206
5
6
Nilsine Partners, LLC logo Nilsine Partners, LLC
Low 42
540
13
18
Mader & Shannon Wealth Management logo Mader & Shannon Wealth Management
Low 42
339
8
10
Stansberry Asset Management, LLC logo Stansberry Asset Management, LLC
Low 42
975
23
34
Prosperity Planning logo Prosperity Planning
Low 43
383
9
13
DMKC Advisory Services, LLC logo DMKC Advisory Services, LLC
Low 43
473
11
13
Mosaic Wealth logo Mosaic Wealth
Low 43
774
18
22
One Wealth Capital Management, LLC logo One Wealth Capital Management, LLC
Low 43
259
6
6
Dominion Portfolio Management, Inc.
Low 43
782
18
18
Novadius Wealth Management logo Novadius Wealth Management
Low 44
261
6
6
TRADEway logo TRADEway
Low 44
611
14
36
Paragon Capital Management LLC logo Paragon Capital Management LLC
Low 44
350
8
10
Rigden Capital Strategies logo Rigden Capital Strategies
Low 44
263
6
6
BSG Advisers logo BSG Advisers
Low 44
264
6
9
Secure Investment Management, LLC logo Secure Investment Management, LLC
Low 45
942
21
31
RiverFront Investment Group, LLC logo RiverFront Investment Group, LLC
Low 46
1,185
26
46
The Retirement Solution LLC logo The Retirement Solution LLC
Low 46
823
18
35
Impact Capital Partners LLC logo Impact Capital Partners LLC
Low 46
230
5
5
Heirloom Wealth Management LLC logo Heirloom Wealth Management LLC
Low 46
829
18
18
Corda Investment Management, LLC logo Corda Investment Management, LLC
Low 47
1,359
29
32
Edgerock Wealth Management logo Edgerock Wealth Management
Low 47
564
12
20
Hill Investment Group logo Hill Investment Group
Low 48
380
8
12
Syverson Strege logo Syverson Strege
Low 48
523
11
15
Private Capital Management logo Private Capital Management
Low 48
432
9
21
Triune Financial Partners, LLC logo Triune Financial Partners, LLC
Low 48
770
16
24
Keen Wealth Advisors logo Keen Wealth Advisors
Low 48
1,014
21
30
Future Capital Management Inc. logo Future Capital Management Inc.
Low 48
338
7
11
MariPau Wealth Management LLC logo MariPau Wealth Management LLC
Low 48
1,064
22
24
Stepp & Rothwell Inc logo Stepp & Rothwell Inc
Low 48
339
7
25
WealthTrust Asset Management, LLC logo WealthTrust Asset Management, LLC
Low 49
243
5
7
Horter Investment Management, LLC logo Horter Investment Management, LLC
Low 50
1,292
26
43
Elevated Capital Advisors, LLC logo Elevated Capital Advisors, LLC
Low 50
1,006
20
30
WealthStar Advisors, LLC logo WealthStar Advisors, LLC
Low 50
453
9
9
Private Wealth Partners, LLC logo Private Wealth Partners, LLC
Low 51
253
5
9
KEB Wealth Advisors logo KEB Wealth Advisors
Low 51
662
13
17
United Wealth Management, LLC logo United Wealth Management, LLC
Low 51
257
5
5
HBE Wealth Management, LLC logo HBE Wealth Management, LLC
Typical 52
258
5
5
Archford Capital Strategies, LLC logo Archford Capital Strategies, LLC
Typical 52
774
15
45
Noesis Capital Management Corp logo Noesis Capital Management Corp
Typical 52
362
7
12
Gilbert & Cook, Inc. logo Gilbert & Cook, Inc.
Typical 52
879
17
32
The Life Wealth Group logo The Life Wealth Group
Typical 52
466
9
22
RPR Financial logo RPR Financial
Typical 52
259
5
5
Quantum Financial Partners LLC logo Quantum Financial Partners LLC
Typical 53
316
6
8
Walser Wealth Management Company, A Limited Liability Company logo Walser Wealth Management Company, A Limited Liability Company
Typical 53
685
13
26
Legacy Financial Strategies, LLC logo Legacy Financial Strategies, LLC
Typical 53
635
12
16
Wealth Advisors of Iowa, LLC logo Wealth Advisors of Iowa, LLC
Typical 53
532
10
12
Pinion Wealth Management, LLC logo Pinion Wealth Management, LLC
Typical 54
431
8
12
Correct Capital Wealth Management, LLC logo Correct Capital Wealth Management, LLC
Typical 54
431
8
12
D.H. Hill Advisors, Inc. logo D.H. Hill Advisors, Inc.
Typical 54
916
17
19
BCWM logo BCWM
Typical 54
378
7
12
Greenup Wealth logo Greenup Wealth
Typical 54
973
18
20
Financial Synergies logo Financial Synergies
Typical 55
927
17
21
Cadent Capital Advisors, LLC logo Cadent Capital Advisors, LLC
Typical 55
602
11
15
Centerpoint Advisory Group, LLC logo Centerpoint Advisory Group, LLC
Typical 55
274
5
7
Formidable Asset management, LLC logo Formidable Asset management, LLC
Typical 55
877
16
21
SMART Wealth, LLC logo SMART Wealth, LLC
Typical 55
990
18
41
Rademacher Financial, Inc. logo Rademacher Financial, Inc.
Typical 55
330
6
6
Bts Asset Management, Inc. logo Bts Asset Management, Inc.
Typical 55
443
8
13
Gagnon Securities, LLC logo Gagnon Securities, LLC
Typical 56
1,058
19
19
Guide Advisors, Inc. logo Guide Advisors, Inc.
Typical 56
279
5
5
Cornerstone Asset Management Services, Inc. logo Cornerstone Asset Management Services, Inc.
Typical 56
280
5
9
25 Financial logo 25 Financial
Typical 56
505
9
19
Peak Retirement Planning, Inc. logo Peak Retirement Planning, Inc.
Typical 57
910
16
22
Eckman Wealth Management, LLC logo Eckman Wealth Management, LLC
Typical 57
286
5
5
Oxbow Advisors, LLC logo Oxbow Advisors, LLC
Typical 57
688
12
13
Endeavor Private Wealth, Inc. logo Endeavor Private Wealth, Inc.
Typical 58
521
9
13
DAI Wealth, LLC logo DAI Wealth, LLC
Typical 59
1,466
25
40
Normandy Investment Advisors logo Normandy Investment Advisors
Typical 59
294
5
5
Kilter Group logo Kilter Group
Typical 59
413
7
13
Success Wealth Management LLC logo Success Wealth Management LLC
Typical 59
770
13
13
Clearwater Capital Partners logo Clearwater Capital Partners
Typical 59
889
15
23
Scissortail Wealth Management, LLC logo Scissortail Wealth Management, LLC
Typical 59
475
8
13
Embree Financial Group logo Embree Financial Group
Typical 60
835
14
19
Dodds Wealth, LLC logo Dodds Wealth, LLC
Typical 60
421
7
11
CFO Capital Management, LLC logo CFO Capital Management, LLC
Typical 61
305
5
5
IBN Financial Services, Inc. logo IBN Financial Services, Inc.
Typical 61
735
12
79
Optivise Advisory Services LLC logo Optivise Advisory Services LLC
Typical 61
1,227
20
25
Dash Investments logo Dash Investments
Typical 62
432
7
9
Pinnacle Advisors logo Pinnacle Advisors
Typical 63
1,064
17
35
One Advisory Partners, LLC logo One Advisory Partners, LLC
Typical 63
314
5
11
GoalVest Advisory LLC logo GoalVest Advisory LLC
Typical 63
443
7
10
Mitchell Capital Management Co logo Mitchell Capital Management Co
Typical 63
317
5
11
Uniting Wealth Partners logo Uniting Wealth Partners
Typical 64
830
13
23
Arcus Capital Partners, LLC logo Arcus Capital Partners, LLC
Typical 64
447
7
15
Modern Capital Advisors, LLC logo Modern Capital Advisors, LLC
Typical 64
1,221
19
19
Abound Wealth Management, LLC logo Abound Wealth Management, LLC
Typical 65
914
14
41
Financial Sense Advisors, Inc. logo Financial Sense Advisors, Inc.
Typical 65
588
9
11
Craft & Sage Wealth logo Craft & Sage Wealth
Typical 66
524
8
11
Financial Management Network Inc logo Financial Management Network Inc
Typical 66
1,379
21
50
Desert Rose Capital Management, Inc. logo Desert Rose Capital Management, Inc.
Typical 66
723
11
22
ISC Advisors, Inc. logo ISC Advisors, Inc.
Typical 66
1,780
27
30
Access Financial Resources Inc. logo Access Financial Resources Inc.
Typical 66
464
7
9
RCM Wealth Advisors logo RCM Wealth Advisors
Typical 66
797
12
15
Fortem Financial Group, LLC logo Fortem Financial Group, LLC
Typical 67
333
5
10
United Capital Management of Kansas, Inc. logo United Capital Management of Kansas, Inc.
Typical 67
1,602
24
46
HORAN Wealth, LLC logo HORAN Wealth, LLC
Typical 67
1,408
21
32
Hunter Capital Management logo Hunter Capital Management
Typical 69
485
7
12
Warburton Capital Management, LLC logo Warburton Capital Management, LLC
Typical 69
416
6
7
Masterworks Advisers, LLC logo Masterworks Advisers, LLC
Typical 70
1,045
15
15
Auxan Capital Advisors, LLC logo Auxan Capital Advisors, LLC
Typical 70
559
8
8
Wilon Wealth Management logo Wilon Wealth Management
Typical 70
350
5
8
Rothschild Investment LLC logo Rothschild Investment LLC
Typical 70
1,191
17
39
Vector Wealth Management logo Vector Wealth Management
Typical 71
849
12
19
Plan Group Financial, INC. logo Plan Group Financial, INC.
Typical 72
1,221
17
29
Motiv8 Investments LLC logo Motiv8 Investments LLC
Typical 72
720
10
21
Family Investment Center logo Family Investment Center
Typical 73
873
12
20
Parkway Wealth Management Group, LLC logo Parkway Wealth Management Group, LLC
Typical 73
1,310
18
27
FEFA Financial logo FEFA Financial
Typical 73
1,679
23
27
Atwood & Palmer, Inc. logo Atwood & Palmer, Inc.
Typical 73
511
7
9
Cypress Capital, LLC logo Cypress Capital, LLC
Typical 73
657
9
12
Wealth Teams Alliance logo Wealth Teams Alliance
High 74
812
11
27
Greenwood Gearhart, LLC logo Greenwood Gearhart, LLC
High 75
1,051
14
26
Dentist Advisors logo Dentist Advisors
High 75
752
10
24
Vista Investment Partners LLC logo Vista Investment Partners LLC
High 75
452
6
9
Financial Plan, Inc. logo Financial Plan, Inc.
High 75
905
12
12
Uptick Partners, LLC logo Uptick Partners, LLC
High 76
1,135
15
25
WealthPlan Investment Management LLC logo WealthPlan Investment Management LLC
High 77
2,068
27
34
Canvas Wealth Advisors, LLC logo Canvas Wealth Advisors, LLC
High 77
537
7
11
Wealthshield Partners, LLC logo Wealthshield Partners, LLC
High 77
1,156
15
23
Cookson Peirce Wealth Management logo Cookson Peirce Wealth Management
High 77
1,544
20
29
Stonebridge Wealth Systems LLC logo Stonebridge Wealth Systems LLC
High 78
931
12
25
Midwest Financial Group LLC logo Midwest Financial Group LLC
High 78
931
12
12
Whalen Financial logo Whalen Financial
High 78
391
5
10
Century Management Financial Advisors logo Century Management Financial Advisors
High 79
707
9
16
Portfolio Advisory Council,L.L.C. logo Portfolio Advisory Council,L.L.C.
High 79
550
7
9
Waterfront Wealth Inc. logo Waterfront Wealth Inc.
High 79
792
10
14
Mountain Capital Investment Advisors Inc logo Mountain Capital Investment Advisors Inc
High 79
1,191
15
17
Golden Reserve Retirement, LLC logo Golden Reserve Retirement, LLC
High 80
2,008
25
45
Astra Wealth Management Group logo Astra Wealth Management Group
High 80
964
12
17
Paradigm Investment Advisory, LLC logo Paradigm Investment Advisory, LLC
High 81
644
8
8
Clayton Financial Group, LLC logo Clayton Financial Group, LLC
High 81
243
3
7
Cornerstone Wealth logo Cornerstone Wealth
High 82
2,373
29
50
Pathworks Financial, Inc. logo Pathworks Financial, Inc.
High 82
410
5
8
RIA Advisory Group, LLC logo RIA Advisory Group, LLC
High 82
1,968
24
25
Boldin Advisors logo Boldin Advisors
High 82
821
10
15
Wedgewood Partners, Inc. logo Wedgewood Partners, Inc.
High 83
331
4
10
TFB Advisors, LLC logo TFB Advisors, LLC
High 83
1,326
16
23
Fragasso Financial Advisors logo Fragasso Financial Advisors
High 83
2,073
25
35
Wellesley Asset Management, Inc. logo Wellesley Asset Management, Inc.
High 83
1,246
15
30
Oath Planning, LLC logo Oath Planning, LLC
High 84
502
6
8
Aurora Private Wealth, INC. logo Aurora Private Wealth, INC.
High 84
1,508
18
25
Phillips and Company Advisors LLC logo Phillips and Company Advisors LLC
High 85
1,110
13
19
Andrew Garrett Inc. logo Andrew Garrett Inc.
High 86
1,118
13
14
Stack Financial Management Inc logo Stack Financial Management Inc
High 87
779
9
14
Aegis Wealth Management, Inc. logo Aegis Wealth Management, Inc.
High 87
2,350
27
27
Bradford Financial Center logo Bradford Financial Center
High 87
699
8
26
Pinkerton Wealth Partners logo Pinkerton Wealth Partners
High 88
1,233
14
49
Stewardship Advisory Group, LLC logo Stewardship Advisory Group, LLC
High 88
530
6
17
The Advisory Resource Group, LLC logo The Advisory Resource Group, LLC
High 89
709
8
13
Insight Financial Services logo Insight Financial Services
High 89
444
5
8
RDA Financial network logo RDA Financial network
High 89
1,514
17
17
Kavar Capital Partners logo Kavar Capital Partners
High 90
449
5
6
Cornerstone Securities LLC logo Cornerstone Securities LLC
High 90
900
10
10
Delta Asset Management, LLC logo Delta Asset Management, LLC
High 91
543
6
10
Probity Advisors, Inc. logo Probity Advisors, Inc.
High 91
543
6
9
Guidestone Advisors
High 91
2,087
23
34
Plan A Wealth, LLC logo Plan A Wealth, LLC
High 91
637
7
13
Bay Colony Advisors logo Bay Colony Advisors
High 91
2,650
29
36
Convergence Financial logo Convergence Financial
High 92
2,665
29
29
Tencap Wealth Coaching logo Tencap Wealth Coaching
High 92
736
8
8
RSG Investments LLC logo RSG Investments LLC
High 92
553
6
25
Biondo Investment Advisors LLC logo Biondo Investment Advisors LLC
High 92
1,108
12
17
Cahill Financial Advisors, Inc. logo Cahill Financial Advisors, Inc.
High 92
1,109
12
22
Council Oak Wealth Advisors logo Council Oak Wealth Advisors
High 93
370
4
6
Prairie Wealth Advisors, Inc. logo Prairie Wealth Advisors, Inc.
High 93
370
4
7
AGH Wealth Advisors, LLC logo AGH Wealth Advisors, LLC
High 93
465
5
6
RIA Advisors logo RIA Advisors
High 95
1,235
13
16
Basepoint Wealth, LLC logo Basepoint Wealth, LLC
High 96
1,242
13
24
Christian Financial Advisors logo Christian Financial Advisors
High 96
479
5
9
Optima Capital LLC logo Optima Capital LLC
High 96
671
7
7
Sharkey Howes & Javer Inc logo Sharkey Howes & Javer Inc
High 96
868
9
14
Freedom Investment Management, Inc. logo Freedom Investment Management, Inc.
High 97
485
5
9
WealthCare Asset Management, LLC logo WealthCare Asset Management, LLC
High 99
495
5
6
ALTA Capital Management LLC logo ALTA Capital Management LLC
High 99
1,193
12
19
Allen Capital Group, LLC logo Allen Capital Group, LLC
High 100
2,189
22
38
Young Richard C & Co Ltd logo Young Richard C & Co Ltd
High 100
798
8
14
Landaas & Company logo Landaas & Company
High 100
1,800
18
27
Shufro, Rose & CO., LLC logo Shufro, Rose & CO., LLC
High 101
1,207
12
27
Townsend logo Townsend
High 101
1,514
15
30
PCG Wealth Management logo PCG Wealth Management
High 101
1,819
18
24
Auctus Advisors LLC logo Auctus Advisors LLC
High 102
204
2
3
Trinity Strategic Wealth logo Trinity Strategic Wealth
High 102
1,735
17
27
Clayton Wealth Partners logo Clayton Wealth Partners
High 102
716
7
14
Global Wealth Strategies and Associates, LLC logo Global Wealth Strategies and Associates, LLC
High 102
921
9
10
Axius Advisors LLC
High 103
1,231
12
12
SLP Wealth logo SLP Wealth
High 104
1,657
16
23
WealthPLAN Partners logo WealthPLAN Partners
High 105
1,677
16
56
Bill Few Associates, Inc. logo Bill Few Associates, Inc.
High 106
2,954
28
31
Cozad Asset Management Inc logo Cozad Asset Management Inc
High 106
2,116
20
29
Claris Advisors, LLC logo Claris Advisors, LLC
High 107
322
3
3
Early McClintic & McMillan, LLC logo Early McClintic & McMillan, LLC
High 108
647
6
9
Oldfather Financial Services logo Oldfather Financial Services
High 109
435
4
6
Steffes Financial, Ltd logo Steffes Financial, Ltd
High 109
218
2
4
Denver Wealth Management, Inc. logo Denver Wealth Management, Inc.
Very High 110
986
9
18
Carlson Financial logo Carlson Financial
Very High 110
1,097
10
29
Flaharty Asset Management, LLC logo Flaharty Asset Management, LLC
Very High 110
1,104
10
10
Markowski Investments logo Markowski Investments
Very High 112
1,227
11
11
Bridgeport Financial Solutions logo Bridgeport Financial Solutions
Very High 112
895
8
9
Navellier & Associates Inc logo Navellier & Associates Inc
Very High 113
1,238
11
21
MSH Capital Advisors LLC logo MSH Capital Advisors LLC
Very High 113
2,257
20
35
AdamsBrown Wealth Consultants LLC logo AdamsBrown Wealth Consultants LLC
Very High 114
1,818
16
22
Advisers Investment Management, Inc. logo Advisers Investment Management, Inc.
Very High 114
572
5
5
StrongBox Wealth, LLC logo StrongBox Wealth, LLC
Very High 119
474
4
7
Caliber Wealth Management, LLC logo Caliber Wealth Management, LLC
Very High 119
1,668
14
24
Navigation Wealth Management logo Navigation Wealth Management
Very High 119
954
8
8
Semper Augustus Investments Group LLC logo Semper Augustus Investments Group LLC
Very High 122
244
2
9
United Advisors America logo United Advisors America
Very High 122
2,809
23
28
Adell Harriman & Carpenter logo Adell Harriman & Carpenter
Very High 127
764
6
13
Berthel, Fisher & Company Financial Services, Inc. logo Berthel, Fisher & Company Financial Services, Inc.
Very High 128
3,323
26
100
Fourpath Capital Management, LLC logo Fourpath Capital Management, LLC
Very High 128
769
6
6
Accel Wealth Management logo Accel Wealth Management
Very High 129
1,290
10
19
Beacon Financial Group logo Beacon Financial Group
Very High 132
1,052
8
18
Values First Advisors, Inc. logo Values First Advisors, Inc.
Very High 138
967
7
12
Sutterfield Financial Group, Inc. logo Sutterfield Financial Group, Inc.
Very High 141
989
7
32
MEDIQUS Asset Advisors, Inc. logo MEDIQUS Asset Advisors, Inc.
Very High 142
711
5
11
Keystone Financial Services, LLC logo Keystone Financial Services, LLC
Very High 147
1,028
7
11
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
Westchester Capital Management Inc logo Westchester Capital Management Inc
Very High 148
445
3
7
Financial Partners Group, Inc. logo Financial Partners Group, Inc.
Very High 152
1,213
8
9
Matrix Asset Advisors Inc logo Matrix Asset Advisors Inc
Very High 152
607
4
12
LVZ, Inc. logo LVZ, Inc.
Very High 152
2,438
16
24
KPP Advisory Services LLC logo KPP Advisory Services LLC
Very High 154
3,995
26
36
SMI Advisory Services, LLC logo SMI Advisory Services, LLC
Very High 154
1,080
7
7
Equity Wealth Partners, LLC logo Equity Wealth Partners, LLC
Very High 157
939
6
8
Triumph Capital Management logo Triumph Capital Management
Very High 157
2,193
14
18
Financial Security Management, Inc
Very High 157
1,102
7
7
Independent Solutions Wealth Management, LLC logo Independent Solutions Wealth Management, LLC
Very High 158
4,265
27
30
Mid-American Wealth Advisory Group logo Mid-American Wealth Advisory Group
Very High 158
948
6
21
USAdvisors Wealth Management, LLC logo USAdvisors Wealth Management, LLC
Very High 158
1,901
12
15
Woodley Farra logo Woodley Farra
Very High 159
1,591
10
14
Zoe Financial, Inc. logo Zoe Financial, Inc.
Very High 161
1,608
10
45
Motley Fool Wealth Management, LLC logo Motley Fool Wealth Management, LLC
Very High 161
2,099
13
39
New Harbor Financial Group, LLC logo New Harbor Financial Group, LLC
Very High 168
1,010
6
9
Nectarine logo Nectarine
Very High 169
3,210
19
32
Retirable logo Retirable
Very High 170
2,210
13
23
GuideStream Financial, Inc. logo GuideStream Financial, Inc.
Very High 171
854
5
9
Retirement Investment Advisors Inc logo Retirement Investment Advisors Inc
Very High 175
1,399
8
15
Syntegra Private Wealth Group LLC logo Syntegra Private Wealth Group LLC
Very High 176
2,112
12
20
Teamwork Financial Advisors, LLC logo Teamwork Financial Advisors, LLC
Very High 177
2,480
14
30
Scarborough Capital Management logo Scarborough Capital Management
Very High 178
2,664
15
23
Legacy Financial Group logo Legacy Financial Group
Very High 181
1,450
8
18
Gaddis Premier Wealth Advisors LLC logo Gaddis Premier Wealth Advisors LLC
Very High 182
1,458
8
16
Kaydan Wealth Management, Inc. logo Kaydan Wealth Management, Inc.
Very High 183
1,098
6
18
Wealth Alliance Advisory Group, LLC logo Wealth Alliance Advisory Group, LLC
Very High 183
916
5
6
Arkfeld Wealth Strategies, L.L.C. logo Arkfeld Wealth Strategies, L.L.C.
Very High 187
937
5
8
IBN Advisory Services, Inc.
Very High 188
1,503
8
8
Intergy Private Wealth, LLC logo Intergy Private Wealth, LLC
Very High 193
580
3
8
Berkeley Capital Partners, LLC logo Berkeley Capital Partners, LLC
Very High 195
1,557
8
11
Mach-1 Financial Group, LLC logo Mach-1 Financial Group, LLC
Very High 196
1,566
8
20
Clarity Financial Advisors LLC logo Clarity Financial Advisors LLC
Very High 197
985
5
8
Asset Dedication, LLC logo Asset Dedication, LLC
Very High 199
1,986
10
10
Adk Wealth Advisory Group logo Adk Wealth Advisory Group
Very High 199
1,195
6
14
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
Mattern Wealth Management LLC logo Mattern Wealth Management LLC
Very High 202
605
3
5
Hahn Financial Group logo Hahn Financial Group
Very High 205
1,846
9
16
Five Talents Financial Management Group LLC logo Five Talents Financial Management Group LLC
Very High 208
1,039
5
5
North Star Investment Management Corporation logo North Star Investment Management Corporation
Very High 211
2,536
12
26
Oak Harbor Wealth Partners, LLC logo Oak Harbor Wealth Partners, LLC
Very High 213
425
2
8
Capital Investment Management, Inc logo Capital Investment Management, Inc
Very High 214
1,072
5
9
Benjamin F. Edwards Wealth Management, LLC logo Benjamin F. Edwards Wealth Management, LLC
Very High 220
1,099
5
12
Storehouse Financial LLC logo Storehouse Financial LLC
Very High 222
1,330
6
6
Nelson Securities,Inc. logo Nelson Securities,Inc.
Very High 224
2,016
9
15
WestEnd Advisors, LLC logo WestEnd Advisors, LLC
Very High 225
4,050
18
29
Traynor Capital Management logo Traynor Capital Management
Very High 227
1,590
7
12
First Affirmative Financial Network LLC logo First Affirmative Financial Network LLC
Very High 228
2,275
10
23
StraightLine logo StraightLine
Very High 236
2,358
10
11
The Life Group Financial Services logo The Life Group Financial Services
Very High 252
1,258
5
5
Oasis Advisors
Very High 277
4,987
18
26
Patten and Patten, Inc. logo Patten and Patten, Inc.
Very High 280
841
3
13
Dynamic Financial Group logo Dynamic Financial Group
Very High 287
862
3
3
COMPREHENSIVE CAPITAL MANAGEMENT, Inc. logo COMPREHENSIVE CAPITAL MANAGEMENT, Inc.
Very High 292
2,334
8
11
FREC logo FREC
Very High 298
1,789
6
7
Market Investment Group, LLC logo Market Investment Group, LLC
Very High 302
1,814
6
33
Lincoln Capital, LLC logo Lincoln Capital, LLC
Very High 303
1,210
4
9
Forge Financial logo Forge Financial
Very High 312
4,674
15
15
Origin Investment Advisory LLC logo Origin Investment Advisory LLC
Very High 316
7,591
24
41
Rosel Wealth Management, LLC logo Rosel Wealth Management, LLC
Very High 317
317
1
4
Global Assets Advisory, LLC logo Global Assets Advisory, LLC
Very High 322
2,572
8
29
Portfolio Design Labs, LLC logo Portfolio Design Labs, LLC
Very High 346
346
1
5
GFP Private Wealth logo GFP Private Wealth
Very High 347
693
2
30
Q3 Asset Management Corporation logo Q3 Asset Management Corporation
Very High 348
2,780
8
12
McMill CPA and Advisors logo McMill CPA and Advisors
Very High 348
5,574
16
50
Van Leeuwen Retirement & Investment Services logo Van Leeuwen Retirement & Investment Services
Very High 350
700
2
3
Euro Pacific Asset Management, LLC logo Euro Pacific Asset Management, LLC
Very High 359
3,587
10
14
Compass Financial Group, INC logo Compass Financial Group, INC
Very High 382
2,675
7
13
Alexander Labrurerie & Co., Inc. logo Alexander Labrurerie & Co., Inc.
Very High 395
1,184
3
6
Axos Invest, Inc logo Axos Invest, Inc
Very High 453
6,792
15
15
Granite Investment Partners, LLC logo Granite Investment Partners, LLC
Very High 462
462
1
20
Miller Tabak Asset Management logo Miller Tabak Asset Management
Very High 468
936
2
9
Professional Financial Advisors, LLC logo Professional Financial Advisors, LLC
Very High 473
3,314
7
12
Catalyst Wealth Management  LLC logo Catalyst Wealth Management LLC
Very High 477
9,549
20
22
Mariner logo Mariner
Very High 505
3,537
7
13
Absolute Capital Management, LLC logo Absolute Capital Management, LLC
Very High 554
1,663
3
11
Uniplan Investment Counsel, Inc. logo Uniplan Investment Counsel, Inc.
Very High 572
1,715
3
11
Minneapolis Portfolio Management Group, LLC logo Minneapolis Portfolio Management Group, LLC
Very High 577
1,732
3
9
Jazz Wealth Managers, Inc. logo Jazz Wealth Managers, Inc.
Very High 636
3,182
5
9
J.Derek Lewis & Associates, Inc. logo J.Derek Lewis & Associates, Inc.
Very High 641
7,691
12
12
Public Advisors LLC logo Public Advisors LLC
Very High 646
4,521
7
44
Atlas Capital Management Corp logo Atlas Capital Management Corp
Very High 652
3,261
5
9
Estabrook Capital Management LLC logo Estabrook Capital Management LLC
Very High 697
697
1
10
Retirement Management Systems logo Retirement Management Systems
Very High 758
3,032
4
11
R.T. Jones Capital Equities Management Inc. logo R.T. Jones Capital Equities Management Inc.
Very High 773
4,636
6
7
Washington Crossing Advisors LLC logo Washington Crossing Advisors LLC
Very High 788
3,152
4
10
Cary Street Partners Asset Management logo Cary Street Partners Asset Management
Very High 902
1,804
2
49
Tom Johnson Investment Management, LLC logo Tom Johnson Investment Management, LLC
Very High 906
5,437
6
11
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