Clients per advisor for Team firms serving clients in Kentucky

In Kentucky, team-based financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market, with a median of 85 clients per advisor versus the national median of around 50. This suggests that Kentucky firms often operate with more scalable, process-driven models, enabling advisors to manage larger client loads efficiently. With 364 such firms in the state, this pattern indicates a competitive environment where advisors balance broader client reach with streamlined service delivery. For clients, this may translate to more standardized workflows and potentially lower fees, though with less individualized attention than firms serving fewer clients per advisor.

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
DMLO Wealth Planning, LLC logo DMLO Wealth Planning, LLC
Very Low 9
43
5
9
Quincy Wells Advisors, LLC
Very Low 11
245
23
23
401k Generation logo 401k Generation
Very Low 11
68
6
35
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
Coordinated Capital Securities, Inc. logo Coordinated Capital Securities, Inc.
Very Low 16
248
16
38
MMA Asset Management LLC logo MMA Asset Management LLC
Very Low 16
282
18
19
Bull Harbor Capital LLC. logo Bull Harbor Capital LLC.
Very Low 16
421
26
43
B.B. Graham & Company, Inc. logo B.B. Graham & Company, Inc.
Very Low 16
427
26
32
1834 Investment Advisors Co. logo 1834 Investment Advisors Co.
Very Low 19
369
19
45
Churchill Financial Advisors, LLC logo Churchill Financial Advisors, LLC
Very Low 22
108
5
5
Savvi Financial LLC logo Savvi Financial LLC
Very Low 23
135
6
22
Van Clemens Wealth Management, LLC logo Van Clemens Wealth Management, LLC
Very Low 23
599
26
28
Fruitful logo Fruitful
Very Low 23
351
15
44
Argentarii, LLC logo Argentarii, LLC
Very Low 24
120
5
10
Intercarolina Financial Services, Inc. logo Intercarolina Financial Services, Inc.
Very Low 25
271
11
14
Saling Wealth Advisors logo Saling Wealth Advisors
Very Low 25
227
9
11
CapSouth Wealth Management logo CapSouth Wealth Management
Very Low 25
330
13
22
Oasis Wealth Planning Advisors logo Oasis Wealth Planning Advisors
Very Low 27
186
7
12
Trust Advisory Group Ltd logo Trust Advisory Group Ltd
Very Low 27
562
21
22
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
Coats Financial Planning logo Coats Financial Planning
Very Low 29
144
5
5
St. Bernard Financial Services, Inc. logo St. Bernard Financial Services, Inc.
Very Low 29
841
29
109
Crew Capital Management, LTD. logo Crew Capital Management, LTD.
Very Low 29
203
7
7
Adaptive Financial Consulting, LLC logo Adaptive Financial Consulting, LLC
Very Low 29
176
6
8
FCG Investment Company logo FCG Investment Company
Very Low 29
294
10
10
Chadds Ford Wealth Partners, LLC logo Chadds Ford Wealth Partners, LLC
Very Low 30
60
2
3
KCPAG Financial Advisors LLC logo KCPAG Financial Advisors LLC
Very Low 30
425
14
17
Guardian Wealth Partners, LLC logo Guardian Wealth Partners, LLC
Very Low 31
402
13
75
Stirlingshire Investments logo Stirlingshire Investments
Very Low 32
760
24
29
Craft Wealth Services logo Craft Wealth Services
Very Low 32
222
7
7
Equitycompass Investment Management, LLC logo Equitycompass Investment Management, LLC
Very Low 33
163
5
14
Keenan Financial logo Keenan Financial
Very Low 33
751
23
27
Leading Edge Financial Planning LLC logo Leading Edge Financial Planning LLC
Very Low 34
302
9
15
Arcataur Capital Management LLC logo Arcataur Capital Management LLC
Very Low 34
238
7
9
Foster & Motley Inc logo Foster & Motley Inc
Low 34
919
27
51
Almanack Investment Partners logo Almanack Investment Partners
Low 35
386
11
20
LFG Wealth Partners, LLC logo LFG Wealth Partners, LLC
Low 36
360
10
26
Econologics Financial Advisors logo Econologics Financial Advisors
Low 36
291
8
18
Capital Markets IQ, LLC logo Capital Markets IQ, LLC
Low 37
698
19
23
Flagstar Advisors logo Flagstar Advisors
Low 37
1,004
27
37
Financial Rounds logo Financial Rounds
Low 38
188
5
8
Greenline Wealth Management logo Greenline Wealth Management
Low 39
234
6
6
Woodmont Investment Counsel, LLC logo Woodmont Investment Counsel, LLC
Low 40
437
11
15
Parkwoods Wealth Partners, LLC logo Parkwoods Wealth Partners, LLC
Low 40
717
18
28
Orca Investment Management, LLC logo Orca Investment Management, LLC
Low 40
359
9
9
Nasdaq Dorsey Wright logo Nasdaq Dorsey Wright
Low 40
806
20
25
Gryphon Financial Partners logo Gryphon Financial Partners
Low 41
655
16
31
Charter Advisory Corporation logo Charter Advisory Corporation
Low 41
575
14
15
Invest Inc.
Low 42
208
5
5
Stansberry Asset Management, LLC logo Stansberry Asset Management, LLC
Low 42
975
23
34
Seven Springs Wealth Group logo Seven Springs Wealth Group
Low 43
384
9
15
Journey Advisory Group, LLC logo Journey Advisory Group, LLC
Low 43
859
20
31
John G. Ullman & Associates, Inc logo John G. Ullman & Associates, Inc
Low 43
992
23
58
Family Wealth Advisory Group, LLC logo Family Wealth Advisory Group, LLC
Low 43
217
5
7
TRADEway logo TRADEway
Low 44
611
14
36
The Gleason Group, Inc. logo The Gleason Group, Inc.
Low 44
262
6
11
Parthenon LLC logo Parthenon LLC
Low 44
219
5
7
Harvey Investment Company, LLC logo Harvey Investment Company, LLC
Low 44
176
4
4
American Capital Management, Inc. logo American Capital Management, Inc.
Low 44
440
10
10
Eubel Brady & Suttman logo Eubel Brady & Suttman
Low 44
755
17
34
James Investment Research Inc logo James Investment Research Inc
Low 45
404
9
15
Siharum Advisors, LLC logo Siharum Advisors, LLC
Low 45
90
2
9
RiverFront Investment Group, LLC logo RiverFront Investment Group, LLC
Low 46
1,185
26
46
Decker Wealth Management, LLC logo Decker Wealth Management, LLC
Low 46
320
7
7
Asio Capital, LLC logo Asio Capital, LLC
Low 47
280
6
7
Corda Investment Management, LLC logo Corda Investment Management, LLC
Low 47
1,359
29
32
Market Street Wealth Management Advisors, LLC logo Market Street Wealth Management Advisors, LLC
Low 47
422
9
12
Visionary Horizons, LLC logo Visionary Horizons, LLC
Low 48
666
14
14
Private Capital Management logo Private Capital Management
Low 48
432
9
21
Financial Enhancement Group logo Financial Enhancement Group
Low 48
1,257
26
26
CPR Investments Inc logo CPR Investments Inc
Low 49
1,166
24
24
WealthTrust Asset Management, LLC logo WealthTrust Asset Management, LLC
Low 49
243
5
7
EverNest Financial Advisors logo EverNest Financial Advisors
Low 49
294
6
6
Horter Investment Management, LLC logo Horter Investment Management, LLC
Low 50
1,292
26
43
Doceo Wealth, LLC logo Doceo Wealth, LLC
Low 50
300
6
7
Blue Chip Partners, LLC logo Blue Chip Partners, LLC
Low 50
1,001
20
34
The Institute logo The Institute
Low 50
803
16
22
Summit Financial Strategies Inc logo Summit Financial Strategies Inc
Low 51
1,013
20
35
Mckinley Carter Wealth Services, Inc. logo Mckinley Carter Wealth Services, Inc.
Low 51
1,231
24
32
Juncture Wealth Strategies, LLC logo Juncture Wealth Strategies, LLC
Low 51
462
9
11
McDonald Partners LLC logo McDonald Partners LLC
Low 51
1,131
22
29
Topsail Wealth Management LLC logo Topsail Wealth Management LLC
Typical 52
206
4
5
Archford Capital Strategies, LLC logo Archford Capital Strategies, LLC
Typical 52
774
15
45
Natural Investments logo Natural Investments
Typical 52
1,242
24
24
Dara Capital US, Inc. logo Dara Capital US, Inc.
Typical 52
52
1
3
Vestor Capital, LLC logo Vestor Capital, LLC
Typical 52
1,197
23
27
Invariant Investment Management logo Invariant Investment Management
Typical 52
313
6
7
Walser Wealth Management Company, A Limited Liability Company logo Walser Wealth Management Company, A Limited Liability Company
Typical 53
685
13
26
Greenup Wealth logo Greenup Wealth
Typical 54
973
18
20
Resurgent Advisors logo Resurgent Advisors
Typical 54
379
7
20
Teeple Snyder Newsome Wealth & Tax Management logo Teeple Snyder Newsome Wealth & Tax Management
Typical 55
601
11
18
Formidable Asset management, LLC logo Formidable Asset management, LLC
Typical 55
877
16
21
CPC Advisors, LLC logo CPC Advisors, LLC
Typical 55
934
17
29
SMART Wealth, LLC logo SMART Wealth, LLC
Typical 55
990
18
41
Harvest Financial Advisors, LLC logo Harvest Financial Advisors, LLC
Typical 55
442
8
9
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
Fortress Planning Group logo Fortress Planning Group
Typical 57
283
5
6
Ballast, Inc. logo Ballast, Inc.
Typical 57
454
8
12
Altus Wealth Management, LLC logo Altus Wealth Management, LLC
Typical 57
285
5
5
Jessup Wealth Management logo Jessup Wealth Management
Typical 57
400
7
12
Omega Wealth Private Capital LLC logo Omega Wealth Private Capital LLC
Typical 57
286
5
10
Godsey & Gibb Wealth Management logo Godsey & Gibb Wealth Management
Typical 57
747
13
23
DAI Wealth, LLC logo DAI Wealth, LLC
Typical 59
1,466
25
40
Sikich Financial logo Sikich Financial
Typical 59
1,124
19
22
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
Transcend Capital Advisors, LLC logo Transcend Capital Advisors, LLC
Typical 60
1,073
18
39
Woodstock Wealth Management, Inc. logo Woodstock Wealth Management, Inc.
Typical 60
1,554
26
26
Main Street Research LLC logo Main Street Research LLC
Typical 60
1,018
17
24
PDS Planning Inc logo PDS Planning Inc
Typical 61
607
10
19
Bedel Financial Consulting Inc logo Bedel Financial Consulting Inc
Typical 61
1,162
19
28
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
Baldwin Wealth Partners, LLC logo Baldwin Wealth Partners, LLC
Typical 62
738
12
34
Dash Investments logo Dash Investments
Typical 62
432
7
9
Ritter Daniher Financial Advisory LLC logo Ritter Daniher Financial Advisory LLC
Typical 62
683
11
15
MRA Advisory Group logo MRA Advisory Group
Typical 62
497
8
13
Winebrenner Capital Management LLC logo Winebrenner Capital Management LLC
Typical 62
436
7
9
Personal CFO Solutions LLC logo Personal CFO Solutions LLC
Typical 62
624
10
18
Axient Investment Advisors LLC logo Axient Investment Advisors LLC
Typical 62
749
12
18
Atlas Brown logo Atlas Brown
Typical 63
440
7
9
Keeler & Nadler Family Wealth logo Keeler & Nadler Family Wealth
Typical 63
504
8
13
Fmsa logo Fmsa
Typical 63
1,264
20
20
Stonepath Wealth Management logo Stonepath Wealth Management
Typical 63
569
9
13
Gimbal Financial, LLC logo Gimbal Financial, LLC
Typical 63
380
6
6
Phillips Financial logo Phillips Financial
Typical 63
888
14
32
Headland Capital logo Headland Capital
Typical 64
637
10
19
Falcon Wealth Planning, Inc. logo Falcon Wealth Planning, Inc.
Typical 64
1,478
23
40
Modern Capital Advisors, LLC logo Modern Capital Advisors, LLC
Typical 64
1,221
19
19
Smith Salley Wealth Management logo Smith Salley Wealth Management
Typical 64
1,093
17
19
Blueprint Financial Advisors logo Blueprint Financial Advisors
Typical 65
1,883
29
35
Abound Wealth Management, LLC logo Abound Wealth Management, LLC
Typical 65
914
14
41
Desert Rose Capital Management, Inc. logo Desert Rose Capital Management, Inc.
Typical 66
723
11
22
Tilia Fiduciary Partners, Inc. logo Tilia Fiduciary Partners, Inc.
Typical 66
329
5
8
Strategy Asset Managers L.L.C. logo Strategy Asset Managers L.L.C.
Typical 66
598
9
10
Destiny Wealth Partners, LLC logo Destiny Wealth Partners, LLC
Typical 67
999
15
26
Heritage Wealth Advisors logo Heritage Wealth Advisors
Typical 67
201
3
6
HORAN Wealth, LLC logo HORAN Wealth, LLC
Typical 67
1,408
21
32
Stone House Investment Management, LLC logo Stone House Investment Management, LLC
Typical 68
1,153
17
18
THOR Wealth Management Inc logo THOR Wealth Management Inc
Typical 68
479
7
15
Kinetic Investment Management, Inc. logo Kinetic Investment Management, Inc.
Typical 69
1,453
21
31
Christy Capital Management, Inc. logo Christy Capital Management, Inc.
Typical 70
765
11
22
Masterworks Advisers, LLC logo Masterworks Advisers, LLC
Typical 70
1,045
15
15
T2 Asset Management, LLC logo T2 Asset Management, LLC
Typical 70
560
8
8
Rothschild Investment LLC logo Rothschild Investment LLC
Typical 70
1,191
17
39
Advantage Investment Management logo Advantage Investment Management
Typical 71
353
5
10
Wrenne Financial Planning LLC logo Wrenne Financial Planning LLC
Typical 71
428
6
11
Alpha Financial Partners LLC logo Alpha Financial Partners LLC
Typical 72
361
5
7
Frazier Financial Advisors, LLC logo Frazier Financial Advisors, LLC
Typical 72
724
10
20
MPM Wealth Advisors logo MPM Wealth Advisors
Typical 73
1,094
15
18
FEFA Financial logo FEFA Financial
Typical 73
1,679
23
27
Hunter Associates LLC logo Hunter Associates LLC
High 75
1,193
16
16
SLOY, DAHL & HOLST, LLC logo SLOY, DAHL & HOLST, LLC
High 75
448
6
6
Dentist Advisors logo Dentist Advisors
High 75
752
10
24
Cornerstone Wealth Management logo Cornerstone Wealth Management
High 75
376
5
8
Indie Asset Partners, LLC logo Indie Asset Partners, LLC
High 76
302
4
9
Petredis Investment Advisors logo Petredis Investment Advisors
High 76
530
7
10
Applied Capital LLC logo Applied Capital LLC
High 76
687
9
9
Selective Wealth Management, Inc. logo Selective Wealth Management, Inc.
High 76
688
9
9
National Wealth Management Group, LLC logo National Wealth Management Group, LLC
High 77
1,308
17
18
Cookson Peirce Wealth Management logo Cookson Peirce Wealth Management
High 77
1,544
20
29
Everhart Advisors logo Everhart Advisors
High 78
2,268
29
59
Wealth Dimensions Group, Ltd. logo Wealth Dimensions Group, Ltd.
High 78
704
9
21
Century Management Financial Advisors logo Century Management Financial Advisors
High 79
707
9
16
Mirador Capital Partners logo Mirador Capital Partners
High 79
629
8
15
Southland Equity Partners, LLC. logo Southland Equity Partners, LLC.
High 80
1,766
22
22
Golden Reserve Retirement, LLC logo Golden Reserve Retirement, LLC
High 80
2,008
25
45
TCFG Investment Advisors, LLC logo TCFG Investment Advisors, LLC
High 80
2,334
29
29
Barlow Wealth Partners, LLC logo Barlow Wealth Partners, LLC
High 81
403
5
6
LEGACY FINANCIAL Advisors, INC. logo LEGACY FINANCIAL Advisors, INC.
High 82
1,061
13
21
Boldin Advisors logo Boldin Advisors
High 82
821
10
15
BCG Securities, inc. logo BCG Securities, inc.
High 82
2,060
25
55
Washington Avenue Advisors logo Washington Avenue Advisors
High 83
662
8
10
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
Wealth Advisory Solutions, LLC logo Wealth Advisory Solutions, LLC
High 85
678
8
11
Phillips and Company Advisors LLC logo Phillips and Company Advisors LLC
High 85
1,110
13
19
West Michigan Advisors logo West Michigan Advisors
High 86
1,378
16
23
Foster Victor logo Foster Victor
High 86
1,638
19
42
Hackman Financial Group logo Hackman Financial Group
High 86
432
5
9
Stack Financial Management Inc logo Stack Financial Management Inc
High 87
779
9
14
Bookends Financial Planning logo Bookends Financial Planning
High 87
520
6
10
Kiplinger Wealth Advisors logo Kiplinger Wealth Advisors
High 87
434
5
5
Ridgeline Wealth Planning LLC logo Ridgeline Wealth Planning LLC
High 87
436
5
8
Bradford Financial Center logo Bradford Financial Center
High 87
699
8
26
Berkshire Money Management, Inc. logo Berkshire Money Management, Inc.
High 88
875
10
22
Center for Financial Planning Inc logo Center for Financial Planning Inc
High 88
1,496
17
26
Stewardship Advisory Group, LLC logo Stewardship Advisory Group, LLC
High 88
530
6
17
David Wendell Associates, Inc. logo David Wendell Associates, Inc.
High 88
442
5
5
TCP Asset Management, LLC logo TCP Asset Management, LLC
High 89
2,221
25
43
RDA Financial network logo RDA Financial network
High 89
1,514
17
17
Meyers Wealth Management, LLC logo Meyers Wealth Management, LLC
High 89
802
9
10
FPL Capital Management, LLC logo FPL Capital Management, LLC
High 89
268
3
5
Compass Financial Advisors LLC logo Compass Financial Advisors LLC
High 91
634
7
9
Guidestone Advisors
High 91
2,087
23
34
Waddell & Associates, LLC logo Waddell & Associates, LLC
High 91
1,001
11
21
Souders Financial Advisors, LLC logo Souders Financial Advisors, LLC
High 91
1,275
14
21
HCM Wealth Advisors logo HCM Wealth Advisors
High 94
850
9
11
RIA Advisors logo RIA Advisors
High 95
1,235
13
16
Pettinga Financial Advisors, LLC logo Pettinga Financial Advisors, LLC
High 95
668
7
11
Axiom Financial Strategies Group, LLC logo Axiom Financial Strategies Group, LLC
High 96
575
6
9
Dahring | Cusmano and Associates logo Dahring | Cusmano and Associates
High 96
863
9
18
Shoker Investments logo Shoker Investments
High 96
192
2
6
Freedom Investment Management, Inc. logo Freedom Investment Management, Inc.
High 97
485
5
9
LYNCH & Associates logo LYNCH & Associates
High 97
681
7
7
DiNuzzo Private Wealth, Inc. logo DiNuzzo Private Wealth, Inc.
High 97
779
8
19
Lakeridge Wealth Management LLC logo Lakeridge Wealth Management LLC
High 98
1,076
11
22
Symphony Financial Services, Inc. logo Symphony Financial Services, Inc.
High 99
591
6
7
Elevated Financial Group logo Elevated Financial Group
High 99
690
7
13
3Edge Asset Management, LP logo 3Edge Asset Management, LP
High 99
1,489
15
24
ALTA Capital Management LLC logo ALTA Capital Management LLC
High 99
1,193
12
19
Lake Street logo Lake Street
High 100
598
6
9
Young Richard C & Co Ltd logo Young Richard C & Co Ltd
High 100
798
8
14
Creekmur Asset Management, LLC logo Creekmur Asset Management, LLC
High 100
1,897
19
36
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
John E. Sestina and Company logo John E. Sestina and Company
High 101
808
8
19
PCG Wealth Management logo PCG Wealth Management
High 101
1,819
18
24
First Kentucky Securities Corporation logo First Kentucky Securities Corporation
High 101
1,521
15
19
Inspirion Wealth Advisors, LLC logo Inspirion Wealth Advisors, LLC
High 102
920
9
12
The Joseph Group Capital Management logo The Joseph Group Capital Management
High 102
818
8
25
Trebuchet Consulting, LLC
High 103
410
4
7
Sims Investment Management LLC logo Sims Investment Management LLC
High 103
517
5
12
SLP Wealth logo SLP Wealth
High 104
1,657
16
23
SyntheticFi LLC logo SyntheticFi LLC
High 104
624
6
10
Bill Few Associates, Inc. logo Bill Few Associates, Inc.
High 106
2,954
28
31
Wealthquest Corporation logo Wealthquest Corporation
High 106
1,583
15
42
Cozad Asset Management Inc logo Cozad Asset Management Inc
High 106
2,116
20
29
WMG Financial Advisors, LLC logo WMG Financial Advisors, LLC
High 106
1,589
15
18
Rightoak Asset Management, LLC logo Rightoak Asset Management, LLC
High 106
742
7
7
First Financial Coaching, Inc. logo First Financial Coaching, Inc.
High 107
1,500
14
14
CCM Investment Advisers, LLC logo CCM Investment Advisers, LLC
High 109
873
8
11
TVAMP, LLC logo TVAMP, LLC
Very High 109
2,516
23
38
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
Capital Advisor Network logo Capital Advisor Network
Very High 113
900
8
18
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
OneAscent Wealth Management logo OneAscent Wealth Management
Very High 115
916
8
23
LJI Wealth Management, LLC logo LJI Wealth Management, LLC
Very High 115
1,490
13
13
Strategy Financial Group logo Strategy Financial Group
Very High 117
1,051
9
20
CapWealth Advisors, LLC logo CapWealth Advisors, LLC
Very High 117
1,407
12
19
CoreVision Financial Group logo CoreVision Financial Group
Very High 117
1,290
11
11
Hazlett, Burt & Watson, Inc. logo Hazlett, Burt & Watson, Inc.
Very High 118
2,357
20
20
Dupree Financial Group, LLC logo Dupree Financial Group, LLC
Very High 118
825
7
7
Antolino Wealth Advisors logo Antolino Wealth Advisors
Very High 118
944
8
28
Oxinas Partners Wealth Management logo Oxinas Partners Wealth Management
Very High 118
708
6
8
KMG Fiduciary Partners, LLC logo KMG Fiduciary Partners, LLC
Very High 118
1,301
11
16
Kerberrose Wealth Management, LLC logo Kerberrose Wealth Management, LLC
Very High 120
1,554
13
13
Ellenbecker Investment Group logo Ellenbecker Investment Group
Very High 120
2,277
19
51
Discipline Wealth Solutions, Inc. logo Discipline Wealth Solutions, Inc.
Very High 120
1,919
16
18
Joule Financial, LLC logo Joule Financial, LLC
Very High 121
724
6
8
LBMC Investment Advisors, LLC logo LBMC Investment Advisors, LLC
Very High 121
485
4
8
Beacon Capital Management, LLC logo Beacon Capital Management, LLC
Very High 121
2,064
17
39
United Advisors America logo United Advisors America
Very High 122
2,809
23
28
Legacy Financial Independent Advisors LLC logo Legacy Financial Independent Advisors LLC
Very High 124
741
6
8
Alexander Investment Services Co. logo Alexander Investment Services Co.
Very High 124
1,240
10
12
Patriot Investment Management Group Inc logo Patriot Investment Management Group Inc
Very High 127
1,518
12
25
WBI Investments, LLC logo WBI Investments, LLC
Very High 127
759
6
13
Berthel, Fisher & Company Financial Services, Inc. logo Berthel, Fisher & Company Financial Services, Inc.
Very High 128
3,323
26
100
Center For Wealth Management Advisory logo Center For Wealth Management Advisory
Very High 128
642
5
5
Commonwealth Financial Services logo Commonwealth Financial Services
Very High 130
2,216
17
26
J. Hagan Capital, Inc. logo J. Hagan Capital, Inc.
Very High 131
785
6
12
Beacon Financial Group logo Beacon Financial Group
Very High 132
1,052
8
18
Driven Investments LLC logo Driven Investments LLC
Very High 132
1,192
9
9
E. S. Barr & Company logo E. S. Barr & Company
Very High 133
398
3
6
Greenberg Financial Group logo Greenberg Financial Group
Very High 133
800
6
10
Blackston Financial Advisory Group, LLC logo Blackston Financial Advisory Group, LLC
Very High 134
940
7
17
Howe and Rusling, Inc. logo Howe and Rusling, Inc.
Very High 135
1,081
8
26
Azzad Asset Management, Inc. logo Azzad Asset Management, Inc.
Very High 136
1,494
11
18
Jennings & Associates Financial Advisors, LLC logo Jennings & Associates Financial Advisors, LLC
Very High 136
680
5
8
Values First Advisors, Inc. logo Values First Advisors, Inc.
Very High 138
967
7
12
Opus Capital Management logo Opus Capital Management
Very High 138
415
3
7
MEDIQUS Asset Advisors, Inc. logo MEDIQUS Asset Advisors, Inc.
Very High 142
711
5
11
Intrepid Financial Planning Group, LLC logo Intrepid Financial Planning Group, LLC
Very High 144
1,444
10
10
Compass Financial Advisory Services, LLC logo Compass Financial Advisory Services, LLC
Very High 147
1,031
7
12
Deltec Asset Management LLC logo Deltec Asset Management LLC
Very High 148
148
1
15
Landing Point Financial Group logo Landing Point Financial Group
Very High 148
742
5
28
Retirement Planning Solutions, LLC logo Retirement Planning Solutions, LLC
Very High 151
1,210
8
17
Matrix Asset Advisors Inc logo Matrix Asset Advisors Inc
Very High 152
607
4
12
Hendricks Wealth and Estate Management logo Hendricks Wealth and Estate Management
Very High 152
913
6
7
Meridian Investment Advisors, Inc. logo Meridian Investment Advisors, Inc.
Very High 153
612
4
5
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
IAG Wealth Partners, LLC logo IAG Wealth Partners, LLC
Very High 156
2,339
15
15
Triumph Capital Management logo Triumph Capital Management
Very High 157
2,193
14
18
Sandhill Investment Management logo Sandhill Investment Management
Very High 157
2,044
13
22
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
Southern Capital Advisors, LLC logo Southern Capital Advisors, LLC
Very High 162
812
5
5
Wealth Preservation Advisors, LLC logo Wealth Preservation Advisors, LLC
Very High 165
330
2
3
Key Capital Management, Inc. logo Key Capital Management, Inc.
Very High 167
2,006
12
35
New Harbor Financial Group, LLC logo New Harbor Financial Group, LLC
Very High 168
1,010
6
9
Milestone Asset Management, LLC logo Milestone Asset Management, LLC
Very High 168
1,347
8
13
Nectarine logo Nectarine
Very High 169
3,210
19
32
Retirable logo Retirable
Very High 170
2,210
13
23
Tempo Wealth logo Tempo Wealth
Very High 171
853
5
12
GuideStream Financial, Inc. logo GuideStream Financial, Inc.
Very High 171
854
5
9
CPS Investment Advisors logo CPS Investment Advisors
Very High 173
3,107
18
60
Syntegra Private Wealth Group LLC logo Syntegra Private Wealth Group LLC
Very High 176
2,112
12
20
SageGuard Financial Group, LLC logo SageGuard Financial Group, LLC
Very High 176
2,469
14
14
Scarborough Capital Management logo Scarborough Capital Management
Very High 178
2,664
15
23
Faithward Advisors, LLC logo Faithward Advisors, LLC
Very High 179
3,036
17
47
Financial Plans & Strategies, Inc. logo Financial Plans & Strategies, Inc.
Very High 180
1,081
6
12
Strategic Wealth Partners, Ltd. logo Strategic Wealth Partners, Ltd.
Very High 192
3,646
19
24
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
Magnate Advisory Services, LLC logo Magnate Advisory Services, LLC
Very High 197
1,572
8
8
Clarity Financial Advisors LLC logo Clarity Financial Advisors LLC
Very High 197
985
5
8
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
Spectrum Financial Alliance, Ltd., L.L.C. logo Spectrum Financial Alliance, Ltd., L.L.C.
Very High 201
604
3
13
FWG Investments, LLC logo FWG Investments, LLC
Very High 201
1,813
9
27
Rockport Wealth Advisors logo Rockport Wealth Advisors
Very High 202
1,612
8
15
Paul Winkler, Inc. logo Paul Winkler, Inc.
Very High 202
2,419
12
22
Whitaker-Myers Wealth Managers, Ltd. logo Whitaker-Myers Wealth Managers, Ltd.
Very High 214
3,422
16
29
Johnson Brunetti logo Johnson Brunetti
Very High 216
6,038
28
64
Benjamin F. Edwards Wealth Management, LLC logo Benjamin F. Edwards Wealth Management, LLC
Very High 220
1,099
5
12
Innovative Wealth Building LLC logo Innovative Wealth Building LLC
Very High 221
1,770
8
17
Fiscal Wisdom Wealth Management LLC logo Fiscal Wisdom Wealth Management LLC
Very High 223
2,676
12
18
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
Family Wealth Planning Partners logo Family Wealth Planning Partners
Very High 228
1,141
5
8
StraightLine logo StraightLine
Very High 236
2,358
10
11
Lee Danner & Bass Inc logo Lee Danner & Bass Inc
Very High 240
959
4
11
Patten and Patten, Inc. logo Patten and Patten, Inc.
Very High 280
841
3
13
Reliant Wealth Planning, LLC logo Reliant Wealth Planning, LLC
Very High 283
1,700
6
13
Financial Management Strategies, Inc. logo Financial Management Strategies, Inc.
Very High 309
1,852
6
23
Aspire Growth Partners LLC logo Aspire Growth Partners LLC
Very High 313
939
3
5
Origin Investment Advisory LLC logo Origin Investment Advisory LLC
Very High 316
7,591
24
41
Global Assets Advisory, LLC logo Global Assets Advisory, LLC
Very High 322
2,572
8
29
N.E.W. Advisory Services, LLC logo N.E.W. Advisory Services, LLC
Very High 346
4,842
14
23
Van Leeuwen Retirement & Investment Services logo Van Leeuwen Retirement & Investment Services
Very High 350
700
2
3
Nest Egg logo Nest Egg
Very High 352
2,819
8
14
Euro Pacific Asset Management, LLC logo Euro Pacific Asset Management, LLC
Very High 359
3,587
10
14
NewSquare Capital, LLC logo NewSquare Capital, LLC
Very High 421
2,105
5
21
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
Berkshire Asset Management, LLC logo Berkshire Asset Management, LLC
Very High 464
2,322
5
11
Vantage Financial partners, LLC logo Vantage Financial partners, LLC
Very High 466
1,865
4
26
Miller Tabak Asset Management logo Miller Tabak Asset Management
Very High 468
936
2
9
Catalyst Wealth Management  LLC logo Catalyst Wealth Management LLC
Very High 477
9,549
20
22
Beacon Financial Advisory LLC logo Beacon Financial Advisory LLC
Very High 516
1,549
3
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
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
Estabrook Capital Management LLC logo Estabrook Capital Management LLC
Very High 697
697
1
10
Gearhart & Associates logo Gearhart & Associates
Very High 721
2,884
4
7
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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