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
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
Gearhart & Associates logo Gearhart & Associates
Very High 721
2,884
4
7
Estabrook Capital Management LLC logo Estabrook Capital Management LLC
Very High 697
697
1
10
Public Advisors LLC logo Public Advisors LLC
Very High 646
4,521
7
44
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
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
Beacon Financial Advisory LLC logo Beacon Financial Advisory LLC
Very High 516
1,549
3
13
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
Vantage Financial partners, LLC logo Vantage Financial partners, LLC
Very High 466
1,865
4
26
Berkshire Asset Management, LLC logo Berkshire Asset Management, LLC
Very High 464
2,322
5
11
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
NewSquare Capital, LLC logo NewSquare Capital, LLC
Very High 421
2,105
5
21
Euro Pacific Asset Management, LLC logo Euro Pacific Asset Management, LLC
Very High 359
3,587
10
14
Nest Egg logo Nest Egg
Very High 352
2,819
8
14
Van Leeuwen Retirement & Investment Services logo Van Leeuwen Retirement & Investment Services
Very High 350
700
2
3
N.E.W. Advisory Services, LLC logo N.E.W. Advisory Services, LLC
Very High 346
4,842
14
23
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
Aspire Growth Partners LLC logo Aspire Growth Partners LLC
Very High 313
939
3
5
Financial Management Strategies, Inc. logo Financial Management Strategies, Inc.
Very High 309
1,852
6
23
Reliant Wealth Planning, LLC logo Reliant Wealth Planning, LLC
Very High 283
1,700
6
13
Patten and Patten, Inc. logo Patten and Patten, Inc.
Very High 280
841
3
13
Lee Danner & Bass Inc logo Lee Danner & Bass Inc
Very High 240
959
4
11
StraightLine logo StraightLine
Very High 236
2,358
10
11
Family Wealth Planning Partners logo Family Wealth Planning Partners
Very High 228
1,141
5
8
Traynor Capital Management logo Traynor Capital Management
Very High 227
1,590
7
12
WestEnd Advisors, LLC logo WestEnd Advisors, LLC
Very High 225
4,050
18
29
Nelson Securities,Inc. logo Nelson Securities,Inc.
Very High 224
2,016
9
15
Fiscal Wisdom Wealth Management LLC logo Fiscal Wisdom Wealth Management LLC
Very High 223
2,676
12
18
Innovative Wealth Building LLC logo Innovative Wealth Building LLC
Very High 221
1,770
8
17
Benjamin F. Edwards Wealth Management, LLC logo Benjamin F. Edwards Wealth Management, LLC
Very High 220
1,099
5
12
Johnson Brunetti logo Johnson Brunetti
Very High 216
6,038
28
64
Whitaker-Myers Wealth Managers, Ltd. logo Whitaker-Myers Wealth Managers, Ltd.
Very High 214
3,422
16
29
Paul Winkler, Inc. logo Paul Winkler, Inc.
Very High 202
2,419
12
22
Rockport Wealth Advisors logo Rockport Wealth Advisors
Very High 202
1,612
8
15
FWG Investments, LLC logo FWG Investments, LLC
Very High 201
1,813
9
27
Spectrum Financial Alliance, Ltd., L.L.C. logo Spectrum Financial Alliance, Ltd., L.L.C.
Very High 201
604
3
13
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
Clarity Financial Advisors LLC logo Clarity Financial Advisors LLC
Very High 197
985
5
8
Magnate Advisory Services, LLC logo Magnate Advisory Services, LLC
Very High 197
1,572
8
8
Berkeley Capital Partners, LLC logo Berkeley Capital Partners, LLC
Very High 195
1,557
8
11
Intergy Private Wealth, LLC logo Intergy Private Wealth, LLC
Very High 193
580
3
8
Strategic Wealth Partners, Ltd. logo Strategic Wealth Partners, Ltd.
Very High 192
3,646
19
24
Financial Plans & Strategies, Inc. logo Financial Plans & Strategies, Inc.
Very High 180
1,081
6
12
Faithward Advisors, LLC logo Faithward Advisors, LLC
Very High 179
3,036
17
47
Scarborough Capital Management logo Scarborough Capital Management
Very High 178
2,664
15
23
SageGuard Financial Group, LLC logo SageGuard Financial Group, LLC
Very High 176
2,469
14
14
Syntegra Private Wealth Group LLC logo Syntegra Private Wealth Group LLC
Very High 176
2,112
12
20
CPS Investment Advisors logo CPS Investment Advisors
Very High 173
3,107
18
60
GuideStream Financial, Inc. logo GuideStream Financial, Inc.
Very High 171
854
5
9
Tempo Wealth logo Tempo Wealth
Very High 171
853
5
12
Retirable logo Retirable
Very High 170
2,210
13
23
Nectarine logo Nectarine
Very High 169
3,210
19
32
Milestone Asset Management, LLC logo Milestone Asset Management, LLC
Very High 168
1,347
8
13
New Harbor Financial Group, LLC logo New Harbor Financial Group, LLC
Very High 168
1,010
6
9
Key Capital Management, Inc. logo Key Capital Management, Inc.
Very High 167
2,006
12
35
Wealth Preservation Advisors, LLC logo Wealth Preservation Advisors, LLC
Very High 165
330
2
3
Southern Capital Advisors, LLC logo Southern Capital Advisors, LLC
Very High 162
812
5
5
Motley Fool Wealth Management, LLC logo Motley Fool Wealth Management, LLC
Very High 161
2,099
13
39
Zoe Financial, Inc. logo Zoe Financial, Inc.
Very High 161
1,608
10
45
Woodley Farra logo Woodley Farra
Very High 159
1,591
10
14
USAdvisors Wealth Management, LLC logo USAdvisors Wealth Management, LLC
Very High 158
1,901
12
15
Sandhill Investment Management logo Sandhill Investment Management
Very High 157
2,044
13
22
Triumph Capital Management logo Triumph Capital Management
Very High 157
2,193
14
18
IAG Wealth Partners, LLC logo IAG Wealth Partners, LLC
Very High 156
2,339
15
15
SMI Advisory Services, LLC logo SMI Advisory Services, LLC
Very High 154
1,080
7
7
KPP Advisory Services LLC logo KPP Advisory Services LLC
Very High 154
3,995
26
36
Meridian Investment Advisors, Inc. logo Meridian Investment Advisors, Inc.
Very High 153
612
4
5
Hendricks Wealth and Estate Management logo Hendricks Wealth and Estate Management
Very High 152
913
6
7
Matrix Asset Advisors Inc logo Matrix Asset Advisors Inc
Very High 152
607
4
12
Retirement Planning Solutions, LLC logo Retirement Planning Solutions, LLC
Very High 151
1,210
8
17
Landing Point Financial Group logo Landing Point Financial Group
Very High 148
742
5
28
Deltec Asset Management LLC logo Deltec Asset Management LLC
Very High 148
148
1
15
Compass Financial Advisory Services, LLC logo Compass Financial Advisory Services, LLC
Very High 147
1,031
7
12
Intrepid Financial Planning Group, LLC logo Intrepid Financial Planning Group, LLC
Very High 144
1,444
10
10
MEDIQUS Asset Advisors, Inc. logo MEDIQUS Asset Advisors, Inc.
Very High 142
711
5
11
Opus Capital Management logo Opus Capital Management
Very High 138
415
3
7
Values First Advisors, Inc. logo Values First Advisors, Inc.
Very High 138
967
7
12
Jennings & Associates Financial Advisors, LLC logo Jennings & Associates Financial Advisors, LLC
Very High 136
680
5
8
Azzad Asset Management, Inc. logo Azzad Asset Management, Inc.
Very High 136
1,494
11
18
Howe and Rusling, Inc. logo Howe and Rusling, Inc.
Very High 135
1,081
8
26
Blackston Financial Advisory Group, LLC logo Blackston Financial Advisory Group, LLC
Very High 134
940
7
17
Greenberg Financial Group logo Greenberg Financial Group
Very High 133
800
6
10
E. S. Barr & Company logo E. S. Barr & Company
Very High 133
398
3
6
Driven Investments LLC logo Driven Investments LLC
Very High 132
1,192
9
9
Beacon Financial Group logo Beacon Financial Group
Very High 132
1,052
8
18
J. Hagan Capital, Inc. logo J. Hagan Capital, Inc.
Very High 131
785
6
12
Commonwealth Financial Services logo Commonwealth Financial Services
Very High 130
2,216
17
26
Center For Wealth Management Advisory logo Center For Wealth Management Advisory
Very High 128
642
5
5
Berthel, Fisher & Company Financial Services, Inc. logo Berthel, Fisher & Company Financial Services, Inc.
Very High 128
3,323
26
100
Patriot Investment Management Group Inc logo Patriot Investment Management Group Inc
Very High 127
1,518
12
25
WBI Investments, LLC logo WBI Investments, LLC
Very High 127
759
6
13
Alexander Investment Services Co. logo Alexander Investment Services Co.
Very High 124
1,240
10
12
Legacy Financial Independent Advisors LLC logo Legacy Financial Independent Advisors LLC
Very High 124
741
6
8
United Advisors America logo United Advisors America
Very High 122
2,809
23
28
Beacon Capital Management, LLC logo Beacon Capital Management, LLC
Very High 121
2,064
17
39
LBMC Investment Advisors, LLC logo LBMC Investment Advisors, LLC
Very High 121
485
4
8
Joule Financial, LLC logo Joule Financial, LLC
Very High 121
724
6
8
Discipline Wealth Solutions, Inc. logo Discipline Wealth Solutions, Inc.
Very High 120
1,919
16
18
Ellenbecker Investment Group logo Ellenbecker Investment Group
Very High 120
2,277
19
51
Kerberrose Wealth Management, LLC logo Kerberrose Wealth Management, LLC
Very High 120
1,554
13
13
KMG Fiduciary Partners, LLC logo KMG Fiduciary Partners, LLC
Very High 118
1,301
11
16
Oxinas Partners Wealth Management logo Oxinas Partners Wealth Management
Very High 118
708
6
8
Antolino Wealth Advisors logo Antolino Wealth Advisors
Very High 118
944
8
28
Dupree Financial Group, LLC logo Dupree Financial Group, LLC
Very High 118
825
7
7
Hazlett, Burt & Watson, Inc. logo Hazlett, Burt & Watson, Inc.
Very High 118
2,357
20
20
CoreVision Financial Group logo CoreVision Financial Group
Very High 117
1,290
11
11
CapWealth Advisors, LLC logo CapWealth Advisors, LLC
Very High 117
1,407
12
19
Strategy Financial Group logo Strategy Financial Group
Very High 117
1,051
9
20
LJI Wealth Management, LLC logo LJI Wealth Management, LLC
Very High 115
1,490
13
13
OneAscent Wealth Management logo OneAscent Wealth Management
Very High 115
916
8
23
MSH Capital Advisors LLC logo MSH Capital Advisors LLC
Very High 113
2,257
20
35
Navellier & Associates Inc logo Navellier & Associates Inc
Very High 113
1,238
11
21
Capital Advisor Network logo Capital Advisor Network
Very High 113
900
8
18
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
TVAMP, LLC logo TVAMP, LLC
Very High 109
2,516
23
38
CCM Investment Advisers, LLC logo CCM Investment Advisers, LLC
High 109
873
8
11
First Financial Coaching, Inc. logo First Financial Coaching, Inc.
High 107
1,500
14
14
Rightoak Asset Management, LLC logo Rightoak Asset Management, LLC
High 106
742
7
7
WMG Financial Advisors, LLC logo WMG Financial Advisors, LLC
High 106
1,589
15
18
Cozad Asset Management Inc logo Cozad Asset Management Inc
High 106
2,116
20
29
Wealthquest Corporation logo Wealthquest Corporation
High 106
1,583
15
42
Bill Few Associates, Inc. logo Bill Few Associates, Inc.
High 106
2,954
28
31
SyntheticFi LLC logo SyntheticFi LLC
High 104
624
6
10
SLP Wealth logo SLP Wealth
High 104
1,657
16
23
Sims Investment Management LLC logo Sims Investment Management LLC
High 103
517
5
12
Trebuchet Consulting, LLC
High 103
410
4
7
The Joseph Group Capital Management logo The Joseph Group Capital Management
High 102
818
8
25
Inspirion Wealth Advisors, LLC logo Inspirion Wealth Advisors, LLC
High 102
920
9
12
First Kentucky Securities Corporation logo First Kentucky Securities Corporation
High 101
1,521
15
19
PCG Wealth Management logo PCG Wealth Management
High 101
1,819
18
24
John E. Sestina and Company logo John E. Sestina and Company
High 101
808
8
19
Shufro, Rose & CO., LLC logo Shufro, Rose & CO., LLC
High 101
1,207
12
27
Landaas & Company logo Landaas & Company
High 100
1,800
18
27
Creekmur Asset Management, LLC logo Creekmur Asset Management, LLC
High 100
1,897
19
36
Young Richard C & Co Ltd logo Young Richard C & Co Ltd
High 100
798
8
14
Lake Street logo Lake Street
High 100
598
6
9
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
Elevated Financial Group logo Elevated Financial Group
High 99
690
7
13
Symphony Financial Services, Inc. logo Symphony Financial Services, Inc.
High 99
591
6
7
Lakeridge Wealth Management LLC logo Lakeridge Wealth Management LLC
High 98
1,076
11
22
DiNuzzo Private Wealth, Inc. logo DiNuzzo Private Wealth, Inc.
High 97
779
8
19
LYNCH & Associates logo LYNCH & Associates
High 97
681
7
7
Freedom Investment Management, Inc. logo Freedom Investment Management, Inc.
High 97
485
5
9
Shoker Investments logo Shoker Investments
High 96
192
2
6
Dahring | Cusmano and Associates logo Dahring | Cusmano and Associates
High 96
863
9
18
Axiom Financial Strategies Group, LLC logo Axiom Financial Strategies Group, LLC
High 96
575
6
9
Pettinga Financial Advisors, LLC logo Pettinga Financial Advisors, LLC
High 95
668
7
11
RIA Advisors logo RIA Advisors
High 95
1,235
13
16
HCM Wealth Advisors logo HCM Wealth Advisors
High 94
850
9
11
Souders Financial Advisors, LLC logo Souders Financial Advisors, LLC
High 91
1,275
14
21
Waddell & Associates, LLC logo Waddell & Associates, LLC
High 91
1,001
11
21
Guidestone Advisors
High 91
2,087
23
34
Compass Financial Advisors LLC logo Compass Financial Advisors LLC
High 91
634
7
9
FPL Capital Management, LLC logo FPL Capital Management, LLC
High 89
268
3
5
Meyers Wealth Management, LLC logo Meyers Wealth Management, LLC
High 89
802
9
10
RDA Financial network logo RDA Financial network
High 89
1,514
17
17
TCP Asset Management, LLC logo TCP Asset Management, LLC
High 89
2,221
25
43
David Wendell Associates, Inc. logo David Wendell Associates, Inc.
High 88
442
5
5
Stewardship Advisory Group, LLC logo Stewardship Advisory Group, LLC
High 88
530
6
17
Center for Financial Planning Inc logo Center for Financial Planning Inc
High 88
1,496
17
26
Berkshire Money Management, Inc. logo Berkshire Money Management, Inc.
High 88
875
10
22
Bradford Financial Center logo Bradford Financial Center
High 87
699
8
26
Ridgeline Wealth Planning LLC logo Ridgeline Wealth Planning LLC
High 87
436
5
8
Kiplinger Wealth Advisors logo Kiplinger Wealth Advisors
High 87
434
5
5
Bookends Financial Planning logo Bookends Financial Planning
High 87
520
6
10
Stack Financial Management Inc logo Stack Financial Management Inc
High 87
779
9
14
Hackman Financial Group logo Hackman Financial Group
High 86
432
5
9
Foster Victor logo Foster Victor
High 86
1,638
19
42
West Michigan Advisors logo West Michigan Advisors
High 86
1,378
16
23
Phillips and Company Advisors LLC logo Phillips and Company Advisors LLC
High 85
1,110
13
19
Wealth Advisory Solutions, LLC logo Wealth Advisory Solutions, LLC
High 85
678
8
11
Aurora Private Wealth, INC. logo Aurora Private Wealth, INC.
High 84
1,508
18
25
Oath Planning, LLC logo Oath Planning, LLC
High 84
502
6
8
Wellesley Asset Management, Inc. logo Wellesley Asset Management, Inc.
High 83
1,246
15
30
Washington Avenue Advisors logo Washington Avenue Advisors
High 83
662
8
10
BCG Securities, inc. logo BCG Securities, inc.
High 82
2,060
25
55
Boldin Advisors logo Boldin Advisors
High 82
821
10
15
LEGACY FINANCIAL Advisors, INC. logo LEGACY FINANCIAL Advisors, INC.
High 82
1,061
13
21
Barlow Wealth Partners, LLC logo Barlow Wealth Partners, LLC
High 81
403
5
6
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
Southland Equity Partners, LLC. logo Southland Equity Partners, LLC.
High 80
1,766
22
22
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
Wealth Dimensions Group, Ltd. logo Wealth Dimensions Group, Ltd.
High 78
704
9
21
Everhart Advisors logo Everhart Advisors
High 78
2,268
29
59
Cookson Peirce Wealth Management logo Cookson Peirce Wealth Management
High 77
1,544
20
29
National Wealth Management Group, LLC logo National Wealth Management Group, LLC
High 77
1,308
17
18
Selective Wealth Management, Inc. logo Selective Wealth Management, Inc.
High 76
688
9
9
Applied Capital LLC logo Applied Capital LLC
High 76
687
9
9
Petredis Investment Advisors logo Petredis Investment Advisors
High 76
530
7
10
Indie Asset Partners, LLC logo Indie Asset Partners, LLC
High 76
302
4
9
Cornerstone Wealth Management logo Cornerstone Wealth Management
High 75
376
5
8
Dentist Advisors logo Dentist Advisors
High 75
752
10
24
SLOY, DAHL & HOLST, LLC logo SLOY, DAHL & HOLST, LLC
High 75
448
6
6
Hunter Associates LLC logo Hunter Associates LLC
High 75
1,193
16
16
FEFA Financial logo FEFA Financial
Typical 73
1,679
23
27
MPM Wealth Advisors logo MPM Wealth Advisors
Typical 73
1,094
15
18
Frazier Financial Advisors, LLC logo Frazier Financial Advisors, LLC
Typical 72
724
10
20
Alpha Financial Partners LLC logo Alpha Financial Partners LLC
Typical 72
361
5
7
Wrenne Financial Planning LLC logo Wrenne Financial Planning LLC
Typical 71
428
6
11
Advantage Investment Management logo Advantage Investment Management
Typical 71
353
5
10
Rothschild Investment LLC logo Rothschild Investment LLC
Typical 70
1,191
17
39
T2 Asset Management, LLC logo T2 Asset Management, LLC
Typical 70
560
8
8
Masterworks Advisers, LLC logo Masterworks Advisers, LLC
Typical 70
1,045
15
15
Christy Capital Management, Inc. logo Christy Capital Management, Inc.
Typical 70
765
11
22
Kinetic Investment Management, Inc. logo Kinetic Investment Management, Inc.
Typical 69
1,453
21
31
THOR Wealth Management Inc logo THOR Wealth Management Inc
Typical 68
479
7
15
Stone House Investment Management, LLC logo Stone House Investment Management, LLC
Typical 68
1,153
17
18
HORAN Wealth, LLC logo HORAN Wealth, LLC
Typical 67
1,408
21
32
Heritage Wealth Advisors logo Heritage Wealth Advisors
Typical 67
201
3
6
Destiny Wealth Partners, LLC logo Destiny Wealth Partners, LLC
Typical 67
999
15
26
Strategy Asset Managers L.L.C. logo Strategy Asset Managers L.L.C.
Typical 66
598
9
10
Tilia Fiduciary Partners, Inc. logo Tilia Fiduciary Partners, Inc.
Typical 66
329
5
8
Desert Rose Capital Management, Inc. logo Desert Rose Capital Management, Inc.
Typical 66
723
11
22
Abound Wealth Management, LLC logo Abound Wealth Management, LLC
Typical 65
914
14
41
Blueprint Financial Advisors logo Blueprint Financial Advisors
Typical 65
1,883
29
35
Smith Salley Wealth Management logo Smith Salley Wealth Management
Typical 64
1,093
17
19
Modern Capital Advisors, LLC logo Modern Capital Advisors, LLC
Typical 64
1,221
19
19
Falcon Wealth Planning, Inc. logo Falcon Wealth Planning, Inc.
Typical 64
1,478
23
40
Headland Capital logo Headland Capital
Typical 64
637
10
19
Phillips Financial logo Phillips Financial
Typical 63
888
14
32
Gimbal Financial, LLC logo Gimbal Financial, LLC
Typical 63
380
6
6
Stonepath Wealth Management logo Stonepath Wealth Management
Typical 63
569
9
13
Fmsa logo Fmsa
Typical 63
1,264
20
20
Keeler & Nadler Family Wealth logo Keeler & Nadler Family Wealth
Typical 63
504
8
13
Atlas Brown logo Atlas Brown
Typical 63
440
7
9
Axient Investment Advisors LLC logo Axient Investment Advisors LLC
Typical 62
749
12
18
Personal CFO Solutions LLC logo Personal CFO Solutions LLC
Typical 62
624
10
18
Winebrenner Capital Management LLC logo Winebrenner Capital Management LLC
Typical 62
436
7
9
MRA Advisory Group logo MRA Advisory Group
Typical 62
497
8
13
Ritter Daniher Financial Advisory LLC logo Ritter Daniher Financial Advisory LLC
Typical 62
683
11
15
Dash Investments logo Dash Investments
Typical 62
432
7
9
Baldwin Wealth Partners, LLC logo Baldwin Wealth Partners, LLC
Typical 62
738
12
34
Optivise Advisory Services LLC logo Optivise Advisory Services LLC
Typical 61
1,227
20
25
IBN Financial Services, Inc. logo IBN Financial Services, Inc.
Typical 61
735
12
79
Bedel Financial Consulting Inc logo Bedel Financial Consulting Inc
Typical 61
1,162
19
28
PDS Planning Inc logo PDS Planning Inc
Typical 61
607
10
19
Main Street Research LLC logo Main Street Research LLC
Typical 60
1,018
17
24
Woodstock Wealth Management, Inc. logo Woodstock Wealth Management, Inc.
Typical 60
1,554
26
26
Transcend Capital Advisors, LLC logo Transcend Capital Advisors, LLC
Typical 60
1,073
18
39
Scissortail Wealth Management, LLC logo Scissortail Wealth Management, LLC
Typical 59
475
8
13
Clearwater Capital Partners logo Clearwater Capital Partners
Typical 59
889
15
23
Success Wealth Management LLC logo Success Wealth Management LLC
Typical 59
770
13
13
Sikich Financial logo Sikich Financial
Typical 59
1,124
19
22
DAI Wealth, LLC logo DAI Wealth, LLC
Typical 59
1,466
25
40
Godsey & Gibb Wealth Management logo Godsey & Gibb Wealth Management
Typical 57
747
13
23
Omega Wealth Private Capital LLC logo Omega Wealth Private Capital LLC
Typical 57
286
5
10
Jessup Wealth Management logo Jessup Wealth Management
Typical 57
400
7
12
Altus Wealth Management, LLC logo Altus Wealth Management, LLC
Typical 57
285
5
5
Ballast, Inc. logo Ballast, Inc.
Typical 57
454
8
12
Fortress Planning Group logo Fortress Planning Group
Typical 57
283
5
6
Gagnon Securities, LLC logo Gagnon Securities, LLC
Typical 56
1,058
19
19
Bts Asset Management, Inc. logo Bts Asset Management, Inc.
Typical 55
443
8
13
Harvest Financial Advisors, LLC logo Harvest Financial Advisors, LLC
Typical 55
442
8
9
SMART Wealth, LLC logo SMART Wealth, LLC
Typical 55
990
18
41
CPC Advisors, LLC logo CPC Advisors, LLC
Typical 55
934
17
29
Formidable Asset management, LLC logo Formidable Asset management, LLC
Typical 55
877
16
21
Teeple Snyder Newsome Wealth & Tax Management logo Teeple Snyder Newsome Wealth & Tax Management
Typical 55
601
11
18
Resurgent Advisors logo Resurgent Advisors
Typical 54
379
7
20
Greenup Wealth logo Greenup Wealth
Typical 54
973
18
20
Walser Wealth Management Company, A Limited Liability Company logo Walser Wealth Management Company, A Limited Liability Company
Typical 53
685
13
26
Invariant Investment Management logo Invariant Investment Management
Typical 52
313
6
7
Vestor Capital, LLC logo Vestor Capital, LLC
Typical 52
1,197
23
27
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
Archford Capital Strategies, LLC logo Archford Capital Strategies, LLC
Typical 52
774
15
45
Topsail Wealth Management LLC logo Topsail Wealth Management LLC
Typical 52
206
4
5
McDonald Partners LLC logo McDonald Partners LLC
Low 51
1,131
22
29
Juncture Wealth Strategies, LLC logo Juncture Wealth Strategies, LLC
Low 51
462
9
11
Mckinley Carter Wealth Services, Inc. logo Mckinley Carter Wealth Services, Inc.
Low 51
1,231
24
32
Summit Financial Strategies Inc logo Summit Financial Strategies Inc
Low 51
1,013
20
35
The Institute logo The Institute
Low 50
803
16
22
Blue Chip Partners, LLC logo Blue Chip Partners, LLC
Low 50
1,001
20
34
Doceo Wealth, LLC logo Doceo Wealth, LLC
Low 50
300
6
7
Horter Investment Management, LLC logo Horter Investment Management, LLC
Low 50
1,292
26
43
EverNest Financial Advisors logo EverNest Financial Advisors
Low 49
294
6
6
WealthTrust Asset Management, LLC logo WealthTrust Asset Management, LLC
Low 49
243
5
7
CPR Investments Inc logo CPR Investments Inc
Low 49
1,166
24
24
Financial Enhancement Group logo Financial Enhancement Group
Low 48
1,257
26
26
Private Capital Management logo Private Capital Management
Low 48
432
9
21
Visionary Horizons, LLC logo Visionary Horizons, LLC
Low 48
666
14
14
Market Street Wealth Management Advisors, LLC logo Market Street Wealth Management Advisors, LLC
Low 47
422
9
12
Corda Investment Management, LLC logo Corda Investment Management, LLC
Low 47
1,359
29
32
Asio Capital, LLC logo Asio Capital, LLC
Low 47
280
6
7
Decker Wealth Management, LLC logo Decker Wealth Management, LLC
Low 46
320
7
7
RiverFront Investment Group, LLC logo RiverFront Investment Group, LLC
Low 46
1,185
26
46
Siharum Advisors, LLC logo Siharum Advisors, LLC
Low 45
90
2
9
James Investment Research Inc logo James Investment Research Inc
Low 45
404
9
15
Eubel Brady & Suttman logo Eubel Brady & Suttman
Low 44
755
17
34
American Capital Management, Inc. logo American Capital Management, Inc.
Low 44
440
10
10
Harvey Investment Company, LLC logo Harvey Investment Company, LLC
Low 44
176
4
4
Parthenon LLC logo Parthenon LLC
Low 44
219
5
7
The Gleason Group, Inc. logo The Gleason Group, Inc.
Low 44
262
6
11
TRADEway logo TRADEway
Low 44
611
14
36
Family Wealth Advisory Group, LLC logo Family Wealth Advisory Group, LLC
Low 43
217
5
7
John G. Ullman & Associates, Inc logo John G. Ullman & Associates, Inc
Low 43
992
23
58
Journey Advisory Group, LLC logo Journey Advisory Group, LLC
Low 43
859
20
31
Seven Springs Wealth Group logo Seven Springs Wealth Group
Low 43
384
9
15
Stansberry Asset Management, LLC logo Stansberry Asset Management, LLC
Low 42
975
23
34
Invest Inc.
Low 42
208
5
5
Charter Advisory Corporation logo Charter Advisory Corporation
Low 41
575
14
15
Gryphon Financial Partners logo Gryphon Financial Partners
Low 41
655
16
31
Nasdaq Dorsey Wright logo Nasdaq Dorsey Wright
Low 40
806
20
25
Orca Investment Management, LLC logo Orca Investment Management, LLC
Low 40
359
9
9
Parkwoods Wealth Partners, LLC logo Parkwoods Wealth Partners, LLC
Low 40
717
18
28
Woodmont Investment Counsel, LLC logo Woodmont Investment Counsel, LLC
Low 40
437
11
15
Greenline Wealth Management logo Greenline Wealth Management
Low 39
234
6
6
Financial Rounds logo Financial Rounds
Low 38
188
5
8
Flagstar Advisors logo Flagstar Advisors
Low 37
1,004
27
37
Capital Markets IQ, LLC logo Capital Markets IQ, LLC
Low 37
698
19
23
Econologics Financial Advisors logo Econologics Financial Advisors
Low 36
291
8
18
LFG Wealth Partners, LLC logo LFG Wealth Partners, LLC
Low 36
360
10
26
Almanack Investment Partners logo Almanack Investment Partners
Low 35
386
11
20
Foster & Motley Inc logo Foster & Motley Inc
Low 34
919
27
51
Arcataur Capital Management LLC logo Arcataur Capital Management LLC
Very Low 34
238
7
9
Leading Edge Financial Planning LLC logo Leading Edge Financial Planning LLC
Very Low 34
302
9
15
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
Craft Wealth Services logo Craft Wealth Services
Very Low 32
222
7
7
Stirlingshire Investments logo Stirlingshire Investments
Very Low 32
760
24
29
Guardian Wealth Partners, LLC logo Guardian Wealth Partners, LLC
Very Low 31
402
13
75
KCPAG Financial Advisors LLC logo KCPAG Financial Advisors LLC
Very Low 30
425
14
17
Chadds Ford Wealth Partners, LLC logo Chadds Ford Wealth Partners, LLC
Very Low 30
60
2
3
FCG Investment Company logo FCG Investment Company
Very Low 29
294
10
10
Adaptive Financial Consulting, LLC logo Adaptive Financial Consulting, LLC
Very Low 29
176
6
8
Crew Capital Management, LTD. logo Crew Capital Management, LTD.
Very Low 29
203
7
7
St. Bernard Financial Services, Inc. logo St. Bernard Financial Services, Inc.
Very Low 29
841
29
109
Coats Financial Planning logo Coats Financial Planning
Very Low 29
144
5
5
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
Trust Advisory Group Ltd logo Trust Advisory Group Ltd
Very Low 27
562
21
22
Oasis Wealth Planning Advisors logo Oasis Wealth Planning Advisors
Very Low 27
186
7
12
CapSouth Wealth Management logo CapSouth Wealth Management
Very Low 25
330
13
22
Saling Wealth Advisors logo Saling Wealth Advisors
Very Low 25
227
9
11
Intercarolina Financial Services, Inc. logo Intercarolina Financial Services, Inc.
Very Low 25
271
11
14
Argentarii, LLC logo Argentarii, LLC
Very Low 24
120
5
10
Fruitful logo Fruitful
Very Low 23
351
15
44
Van Clemens Wealth Management, LLC logo Van Clemens Wealth Management, LLC
Very Low 23
599
26
28
Savvi Financial LLC logo Savvi Financial LLC
Very Low 23
135
6
22
Churchill Financial Advisors, LLC logo Churchill Financial Advisors, LLC
Very Low 22
108
5
5
1834 Investment Advisors Co. logo 1834 Investment Advisors Co.
Very Low 19
369
19
45
B.B. Graham & Company, Inc. logo B.B. Graham & Company, Inc.
Very Low 16
427
26
32
Bull Harbor Capital LLC. logo Bull Harbor Capital LLC.
Very Low 16
421
26
43
MMA Asset Management LLC logo MMA Asset Management LLC
Very Low 16
282
18
19
Coordinated Capital Securities, Inc. logo Coordinated Capital Securities, Inc.
Very Low 16
248
16
38
Partners Capital Services, Inc. logo Partners Capital Services, Inc.
Very Low 15
210
14
18
Sanders Morris LLC logo Sanders Morris LLC
Very Low 12
127
11
27
401k Generation logo 401k Generation
Very Low 11
68
6
35
Quincy Wells Advisors, LLC
Very Low 11
245
23
23
DMLO Wealth Planning, LLC logo DMLO Wealth Planning, LLC
Very Low 9
43
5
9
Algorithmic Investment Models logo Algorithmic Investment Models
Very Low 1
8
8
8
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