Clients per advisor for Team firms serving clients in Missouri

In Missouri, team-based financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market, with a median of 79 clients per advisor versus the national median of 61. This suggests that Missouri firms often operate with more scalable, process-driven models that enable advisors to manage larger client loads efficiently. With 570 such firms in the state, clients may find a range of service styles, but the prevalence of higher client counts indicates a tendency toward streamlined workflows and broader client reach rather than highly personalized, low-client-load relationships. This dynamic reflects how Missouri’s advisory teams balance growth and client service.

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
Central States Capital Markets, LLC logo Central States Capital Markets, LLC
Very Low 1
6
6
6
Algorithmic Investment Models logo Algorithmic Investment Models
Very Low 1
8
8
8
Quincy Wells Advisors, LLC
Very Low 11
245
23
23
Investment Research Corp logo Investment Research Corp
Very Low 11
163
15
21
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
Equity Advisors, LLC
Very Low 12
108
9
9
American Elite Advisory logo American Elite Advisory
Very Low 15
73
5
6
Partners Capital Services, Inc. logo Partners Capital Services, Inc.
Very Low 15
210
14
18
Fidelis Capital logo Fidelis Capital
Very Low 16
218
14
22
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
AWM Capital, LLC logo AWM Capital, LLC
Very Low 16
455
28
38
B.B. Graham & Company, Inc. logo B.B. Graham & Company, Inc.
Very Low 16
427
26
32
Capital Synergy Partners logo Capital Synergy Partners
Very Low 17
331
20
21
Moment Private Wealth logo Moment Private Wealth
Very Low 18
105
6
7
DMK Advisor Group, Inc. logo DMK Advisor Group, Inc.
Very Low 18
298
17
42
Best Life Infinity, LLC
Very Low 18
110
6
8
Altitude Capital Management LLC logo Altitude Capital Management LLC
Very Low 19
488
26
28
Quility Financial Advisors logo Quility Financial Advisors
Very Low 19
227
12
13
1834 Investment Advisors Co. logo 1834 Investment Advisors Co.
Very Low 19
369
19
45
Anderson Hoagland & Co logo Anderson Hoagland & Co
Very Low 19
136
7
8
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
ProPartners Wealth logo ProPartners Wealth
Very Low 21
146
7
7
Moss, Luse & Womble, LLC logo Moss, Luse & Womble, LLC
Very Low 22
475
22
42
Naviter Wealth, LLC logo Naviter Wealth, LLC
Very Low 22
303
14
15
Argonautica Private Wealth Management, Inc logo Argonautica Private Wealth Management, Inc
Very Low 22
109
5
6
Brand Asset Management Group, Inc. logo Brand Asset Management Group, Inc.
Very Low 22
355
16
22
Savvi Financial LLC logo Savvi Financial LLC
Very Low 23
135
6
22
Searcy Financial Services, Inc. logo Searcy Financial Services, Inc.
Very Low 23
185
8
9
Fruitful logo Fruitful
Very Low 23
351
15
44
MDRN Capital logo MDRN Capital
Very Low 24
569
24
36
Sound Stewardship, LLC logo Sound Stewardship, LLC
Very Low 24
190
8
11
Northstar Asset Management, Inc. logo Northstar Asset Management, Inc.
Very Low 24
169
7
15
Laffer Tengler Investments, Inc. logo Laffer Tengler Investments, Inc.
Very Low 24
243
10
14
Tushaus Wealth Management logo Tushaus Wealth Management
Very Low 24
122
5
5
Hamel Associates, Inc. logo Hamel Associates, Inc.
Very Low 25
123
5
7
Private Wealth Asset Management logo Private Wealth Asset Management
Very Low 25
559
22
32
Cabin Advisors, LLC logo Cabin Advisors, LLC
Very Low 26
368
14
15
Feltl Advisors logo Feltl Advisors
Very Low 26
395
15
15
Chief Advisors Corp
Very Low 26
185
7
7
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
Peak Asset Management, LLC logo Peak Asset Management, LLC
Very Low 28
333
12
16
EverPar Advisors LLC logo EverPar Advisors LLC
Very Low 28
250
9
9
Anchor Capital Advisors LLC logo Anchor Capital Advisors LLC
Very Low 28
474
17
42
Gibraltar Capital Management, Inc. logo Gibraltar Capital Management, Inc.
Very Low 28
505
18
31
Sunpointe Investments logo Sunpointe Investments
Very Low 28
309
11
17
Naples Wealth Planning logo Naples Wealth Planning
Very Low 28
225
8
13
Dale K. Ehrhart, Inc. logo Dale K. Ehrhart, Inc.
Very Low 29
114
4
6
Equita Financial Network, Inc. logo Equita Financial Network, Inc.
Very Low 29
434
15
19
St. Bernard Financial Services, Inc. logo St. Bernard Financial Services, Inc.
Very Low 29
841
29
109
Adaptive Financial Consulting, LLC logo Adaptive Financial Consulting, LLC
Very Low 29
176
6
8
Inscription Capital, LLC logo Inscription Capital, LLC
Very Low 30
414
14
20
Argos Capital Partners, LLC logo Argos Capital Partners, LLC
Very Low 30
60
2
15
KCPAG Financial Advisors LLC logo KCPAG Financial Advisors LLC
Very Low 30
425
14
17
OFG Financial Services, Inc. logo OFG Financial Services, Inc.
Very Low 30
850
28
30
WaFd Wealth, Inc logo WaFd Wealth, Inc
Very Low 30
274
9
14
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
Sanderson Wealth Management, LLC logo Sanderson Wealth Management, LLC
Very Low 32
318
10
19
Destiny Capital Corporation logo Destiny Capital Corporation
Very Low 33
260
8
11
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
Indivisible Partners logo Indivisible Partners
Very Low 33
460
14
24
Trivant Custom Portfolio Group LLC logo Trivant Custom Portfolio Group LLC
Very Low 33
165
5
5
Zemenick & Walker Inc logo Zemenick & Walker Inc
Very Low 33
264
8
11
Denver PWM, LLC logo Denver PWM, LLC
Very Low 34
204
6
6
Raleigh Capital Management Inc. logo Raleigh Capital Management Inc.
Low 34
443
13
20
Black Knight Wealth Management, LLC logo Black Knight Wealth Management, LLC
Low 34
444
13
14
Koss-Olinger Consulting, LLC. logo Koss-Olinger Consulting, LLC.
Low 34
650
19
30
Capital Management Services, Inc. logo Capital Management Services, Inc.
Low 35
242
7
7
HDQ Wealth logo HDQ Wealth
Low 35
173
5
5
BTC Financial Management Co. logo BTC Financial Management Co.
Low 35
208
6
6
SJHL Financial Group logo SJHL Financial Group
Low 35
384
11
11
Vantage Point Financial, LLC logo Vantage Point Financial, LLC
Low 35
566
16
17
The Ithaka Group, LLC logo The Ithaka Group, LLC
Low 36
107
3
7
Econologics Financial Advisors logo Econologics Financial Advisors
Low 36
291
8
18
Tribeca Financial, LLC logo Tribeca Financial, LLC
Low 37
219
6
6
Aspyre Wealth Partners logo Aspyre Wealth Partners
Low 37
329
9
17
Apforia logo Apforia
Low 37
368
10
18
Flagstar Advisors logo Flagstar Advisors
Low 37
1,004
27
37
Buttonwood Financial Group, LLC logo Buttonwood Financial Group, LLC
Low 37
336
9
12
Windward Private Wealth Management Inc. logo Windward Private Wealth Management Inc.
Low 38
226
6
9
Severin Investments LLC logo Severin Investments LLC
Low 39
233
6
8
Ellevest logo Ellevest
Low 39
471
12
19
Freedom Wealth Advisors, LLC logo Freedom Wealth Advisors, LLC
Low 40
238
6
6
Parkwoods Wealth Partners, LLC logo Parkwoods Wealth Partners, LLC
Low 40
717
18
28
Elwood & Goetz logo Elwood & Goetz
Low 40
682
17
29
Nasdaq Dorsey Wright logo Nasdaq Dorsey Wright
Low 40
806
20
25
Inlet Private Wealth, LLC logo Inlet Private Wealth, LLC
Low 40
121
3
5
BAM Wealth Management LLC logo BAM Wealth Management LLC
Low 41
285
7
14
Universal Financial Advisors, LLC logo Universal Financial Advisors, LLC
Low 41
326
8
8
Kingsbury Capital Investment Advisors LLC logo Kingsbury Capital Investment Advisors LLC
Low 41
245
6
6
Chicago Capital Management Advisors, LLC
Low 41
616
15
20
Charter Advisory Corporation logo Charter Advisory Corporation
Low 41
575
14
15
Fortune Financial Advisors, LLC logo Fortune Financial Advisors, LLC
Low 41
206
5
6
Legacy Capital Wealth Partners, LLC logo Legacy Capital Wealth Partners, LLC
Low 41
660
16
21
Fortitude Advisory Group L.L.C. logo Fortitude Advisory Group L.L.C.
Low 41
622
15
15
Nilsine Partners, LLC logo Nilsine Partners, LLC
Low 42
540
13
18
Roehl & Yi Investment Advisors, LLC logo Roehl & Yi Investment Advisors, LLC
Low 42
460
11
16
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
Mosaic Wealth logo Mosaic Wealth
Low 43
774
18
22
DMKC Advisory Services, LLC logo DMKC Advisory Services, LLC
Low 43
473
11
13
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
BSG Advisers logo BSG Advisers
Low 44
264
6
9
Envision Financial Planning, LLC logo Envision Financial Planning, LLC
Low 45
268
6
6
RiverFront Investment Group, LLC logo RiverFront Investment Group, LLC
Low 46
1,185
26
46
IAS Wealth Management, Inc. logo IAS Wealth Management, Inc.
Low 46
228
5
8
The Retirement Solution LLC logo The Retirement Solution LLC
Low 46
823
18
35
Virtus Financial Group logo Virtus Financial Group
Low 46
230
5
14
Friday Financial logo Friday Financial
Low 47
279
6
9
Avenir Corporation logo Avenir Corporation
Low 47
140
3
6
Corda Investment Management, LLC logo Corda Investment Management, LLC
Low 47
1,359
29
32
Total Clarity Wealth Management, Inc logo Total Clarity Wealth Management, Inc
Low 47
1,032
22
26
Edgerock Wealth Management logo Edgerock Wealth Management
Low 47
564
12
20
AZA Capital Management logo AZA Capital Management
Low 47
331
7
8
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
Future Capital Management Inc. logo Future Capital Management Inc.
Low 48
338
7
11
Keen Wealth Advisors logo Keen Wealth Advisors
Low 48
1,014
21
30
Financial Enhancement Group logo Financial Enhancement Group
Low 48
1,257
26
26
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
RPG Family Wealth Advisory, LLC logo RPG Family Wealth Advisory, LLC
Low 49
537
11
21
SJS Investment Services logo SJS Investment Services
Low 49
880
18
21
Forthright Capital logo Forthright Capital
Low 49
978
20
22
Signal Securities, Inc. logo Signal Securities, Inc.
Low 49
1,137
23
35
Horter Investment Management, LLC logo Horter Investment Management, LLC
Low 50
1,292
26
43
Wheelhouse Advisory Group, LLC logo Wheelhouse Advisory Group, LLC
Low 50
548
11
28
Ironwood Investment Counsel, LLC logo Ironwood Investment Counsel, LLC
Low 50
549
11
22
Carlson Investments logo Carlson Investments
Low 50
350
7
14
Elevated Capital Advisors, LLC logo Elevated Capital Advisors, LLC
Low 50
1,006
20
30
KEB Wealth Advisors logo KEB Wealth Advisors
Low 51
662
13
17
Oak Harvest Investment Services logo Oak Harvest Investment Services
Low 51
968
19
44
Mckinley Carter Wealth Services, Inc. logo Mckinley Carter Wealth Services, Inc.
Low 51
1,231
24
32
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
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
Natural Investments logo Natural Investments
Typical 52
1,242
24
24
The Life Wealth Group logo The Life Wealth Group
Typical 52
466
9
22
RPR Financial logo RPR Financial
Typical 52
259
5
5
Vestor Capital, LLC logo Vestor Capital, LLC
Typical 52
1,197
23
27
Ruggaard & Associates logo Ruggaard & Associates
Typical 52
314
6
10
Financial Perspectives logo Financial Perspectives
Typical 52
734
14
14
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
Timothy Financial Counsel, Inc. logo Timothy Financial Counsel, Inc.
Typical 53
1,007
19
20
Blackdiamond Wealth Management, LLC logo Blackdiamond Wealth Management, LLC
Typical 53
371
7
10
Wealth Advisors of Iowa, LLC logo Wealth Advisors of Iowa, LLC
Typical 53
532
10
12
Eagle Financial Advisors, LLC logo Eagle Financial Advisors, LLC
Typical 54
430
8
9
D.H. Hill Advisors, Inc. logo D.H. Hill Advisors, Inc.
Typical 54
916
17
19
Correct Capital Wealth Management, LLC logo Correct Capital Wealth Management, LLC
Typical 54
431
8
12
Pinion Wealth Management, LLC logo Pinion Wealth Management, LLC
Typical 54
431
8
12
Monere Wealth Management, Inc. logo Monere Wealth Management, Inc.
Typical 54
485
9
10
Fiat Wealth Management logo Fiat Wealth Management
Typical 54
647
12
18
BCWM logo BCWM
Typical 54
378
7
12
Greenup Wealth logo Greenup Wealth
Typical 54
973
18
20
Traction Financial Partners logo Traction Financial Partners
Typical 54
326
6
9
Precision Wealth Strategies, LLC logo Precision Wealth Strategies, LLC
Typical 55
436
8
15
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
SMART Wealth, LLC logo SMART Wealth, LLC
Typical 55
990
18
41
Alaska Wealth Advisors logo Alaska Wealth Advisors
Typical 55
660
12
23
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
Monarch Wealth Strategies
Typical 56
390
7
7
25 Financial logo 25 Financial
Typical 56
505
9
19
Peak Retirement Planning, Inc. logo Peak Retirement Planning, Inc.
Typical 57
910
16
22
Snider Financial Group logo Snider Financial Group
Typical 57
514
9
15
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
Signet Financial Management, LLC logo Signet Financial Management, LLC
Typical 57
689
12
17
Godsey & Gibb Wealth Management logo Godsey & Gibb Wealth Management
Typical 57
747
13
23
Aptus Financial, LLC logo Aptus Financial, LLC
Typical 58
634
11
11
The Norden Group LLC logo The Norden Group LLC
Typical 58
1,271
22
30
Endeavor Private Wealth, Inc. logo Endeavor Private Wealth, Inc.
Typical 58
521
9
13
EQ Wealth Management logo EQ Wealth Management
Typical 58
525
9
15
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
Sikich Financial logo Sikich Financial
Typical 59
1,124
19
22
T&T Capital Management logo T&T Capital Management
Typical 59
296
5
6
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
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
Aspen Wealth Strategies, LLC logo Aspen Wealth Strategies, LLC
Typical 61
363
6
7
Novak & Powell Financial Services, Inc. logo Novak & Powell Financial Services, Inc.
Typical 61
426
7
7
Geneva Partners, LLC logo Geneva Partners, LLC
Typical 61
550
9
9
Optivise Advisory Services LLC logo Optivise Advisory Services LLC
Typical 61
1,227
20
25
SmartPath Advisors logo SmartPath Advisors
Typical 62
369
6
18
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
CLG LLC logo CLG LLC
Typical 62
1,434
23
35
Personal CFO Solutions LLC logo Personal CFO Solutions LLC
Typical 62
624
10
18
Pinnacle Advisors logo Pinnacle Advisors
Typical 63
1,064
17
35
Richmond Investment Services LLC logo Richmond Investment Services LLC
Typical 63
877
14
14
One Advisory Partners, LLC logo One Advisory Partners, LLC
Typical 63
314
5
11
Keeler & Nadler Family Wealth logo Keeler & Nadler Family Wealth
Typical 63
504
8
13
Abundo Wealth logo Abundo Wealth
Typical 63
695
11
13
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
Arlington Securities, Inc. logo Arlington Securities, Inc.
Typical 64
320
5
18
Summit Wealth Partners, LLC logo Summit Wealth Partners, LLC
Typical 64
770
12
21
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
Meramec Financial Planners, LLC
Typical 64
450
7
16
Vertex Partners logo Vertex Partners
Typical 64
836
13
20
Journey Financial Group, Inc. logo Journey Financial Group, Inc.
Typical 65
323
5
7
Toth Financial Advisory Corp logo Toth Financial Advisory Corp
Typical 65
647
10
18
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
Soulence Wealth Management logo Soulence Wealth Management
Typical 66
393
6
6
Desert Rose Capital Management, Inc. logo Desert Rose Capital Management, Inc.
Typical 66
723
11
22
Alpine Private Wealth logo Alpine Private Wealth
Typical 66
265
4
20
Allodium Investment Consultants, LLC logo Allodium Investment Consultants, LLC
Typical 67
266
4
12
Destiny Wealth Partners, LLC logo Destiny Wealth Partners, LLC
Typical 67
999
15
26
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
Drive Wealth Advisers logo Drive Wealth Advisers
Typical 67
1,073
16
17
BOS Asset Management, LLC logo BOS Asset Management, LLC
Typical 67
538
8
11
Bason Asset Management logo Bason Asset Management
Typical 68
135
2
2
Klaas Financial Asset Advisors, LLC. logo Klaas Financial Asset Advisors, LLC.
Typical 68
1,015
15
15
New Millennium Group logo New Millennium Group
Typical 68
881
13
18
Stone House Investment Management, LLC logo Stone House Investment Management, LLC
Typical 68
1,153
17
18
Cambridge Advisors Inc logo Cambridge Advisors Inc
Typical 68
273
4
6
Nadler Financial Group, Inc. logo Nadler Financial Group, Inc.
Typical 68
1,026
15
28
Hunter Capital Management logo Hunter Capital Management
Typical 69
485
7
12
Guardian Wealth Management, LLC logo Guardian Wealth Management, LLC
Typical 70
348
5
11
Masterworks Advisers, LLC logo Masterworks Advisers, LLC
Typical 70
1,045
15
15
Kelleher Financial Advisors, LLC logo Kelleher Financial Advisors, LLC
Typical 70
279
4
13
Auxan Capital Advisors, LLC logo Auxan Capital Advisors, LLC
Typical 70
559
8
8
Rothschild Investment LLC logo Rothschild Investment LLC
Typical 70
1,191
17
39
Vista Investment Partners logo Vista Investment Partners
Typical 70
491
7
12
Cornerstone Professional Advisor Services, LLC logo Cornerstone Professional Advisor Services, LLC
Typical 70
352
5
14
Summit Financial Wealth Advisors logo Summit Financial Wealth Advisors
Typical 71
1,208
17
22
Telos Capital Management, Inc. logo Telos Capital Management, Inc.
Typical 71
924
13
19
Wrenne Financial Planning LLC logo Wrenne Financial Planning LLC
Typical 71
428
6
11
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
Cypress Capital, LLC logo Cypress Capital, LLC
Typical 73
657
9
12
FEFA Financial logo FEFA Financial
Typical 73
1,679
23
27
Salus Financial Advisors logo Salus Financial Advisors
Typical 73
365
5
5
Atwood & Palmer, Inc. logo Atwood & Palmer, Inc.
Typical 73
511
7
9
Hunter Associates LLC logo Hunter Associates LLC
High 75
1,193
16
16
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
MBM Wealth Consultants, LLC logo MBM Wealth Consultants, LLC
High 76
604
8
13
Uptick Partners, LLC logo Uptick Partners, LLC
High 76
1,135
15
25
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
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
TBH Global Asset Management, LLC logo TBH Global Asset Management, LLC
High 77
1,002
13
22
Cookson Peirce Wealth Management logo Cookson Peirce Wealth Management
High 77
1,544
20
29
CHJ Wealth Management logo CHJ Wealth Management
High 77
309
4
6
Midwest Financial Group LLC logo Midwest Financial Group LLC
High 78
931
12
12
Stonebridge Wealth Systems LLC logo Stonebridge Wealth Systems LLC
High 78
931
12
25
STRATEGIC WEALTH ADVISORS GROUP, Inc. logo STRATEGIC WEALTH ADVISORS GROUP, Inc.
High 78
544
7
13
Merkle Retirement Planning logo Merkle Retirement Planning
High 78
1,015
13
30
Everhart Advisors logo Everhart Advisors
High 78
2,268
29
59
Osborne Partners logo Osborne Partners
High 78
704
9
18
Century Management Financial Advisors logo Century Management Financial Advisors
High 79
707
9
16
Bridgewater Asset Management LLC logo Bridgewater Asset Management LLC
High 79
396
5
6
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
Rebalance LLC logo Rebalance LLC
High 80
636
8
17
Element Squared Private Wealth logo Element Squared Private Wealth
High 80
478
6
7
CFO4Life logo CFO4Life
High 80
877
11
22
Sundvold Financial logo Sundvold Financial
High 80
480
6
6
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
Paradigm Investment Advisory, LLC logo Paradigm Investment Advisory, LLC
High 81
644
8
8
IFG Advisors, LLC logo IFG Advisors, LLC
High 81
566
7
7
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
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
BCG Securities, inc. logo BCG Securities, inc.
High 82
2,060
25
55
Droms Strauss Wealth Management logo Droms Strauss Wealth Management
High 82
412
5
8
Duncker Streett & Co. logo Duncker Streett & Co.
High 83
165
2
5
New Wave Wealth Advisors logo New Wave Wealth Advisors
High 83
496
6
7
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
Wellesley Asset Management, Inc. logo Wellesley Asset Management, Inc.
High 83
1,246
15
30
Smithbridge Asset Management, Inc. logo Smithbridge Asset Management, Inc.
High 83
500
6
12
Oath Planning, LLC logo Oath Planning, LLC
High 84
502
6
8
Apollon Financial, LLC logo Apollon Financial, LLC
High 84
1,256
15
29
Aurora Private Wealth, INC. logo Aurora Private Wealth, INC.
High 84
1,508
18
25
Clark Financial Services Group, Inc. logo Clark Financial Services Group, Inc.
High 84
421
5
6
Quad-Cities Investment Group, LLC logo Quad-Cities Investment Group, LLC
High 85
593
7
8
Beam Wealth Advisors, Inc. logo Beam Wealth Advisors, Inc.
High 85
2,207
26
27
Romano Brothers And Company logo Romano Brothers And Company
High 85
934
11
16
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
Foster Victor logo Foster Victor
High 86
1,638
19
42
Stack Financial Management Inc logo Stack Financial Management Inc
High 87
779
9
14
Tactive Advisors, LLC logo Tactive Advisors, LLC
High 87
1,564
18
18
Marks Group Wealth Management, Inc. logo Marks Group Wealth Management, Inc.
High 87
782
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
Berkshire Money Management, Inc. logo Berkshire Money Management, Inc.
High 88
875
10
22
Foundation Wealth Management, LLC logo Foundation Wealth Management, LLC
High 88
351
4
6
ELE Advisory Services, Inc logo ELE Advisory Services, Inc
High 88
1,143
13
13
Center for Financial Planning Inc logo Center for Financial Planning Inc
High 88
1,496
17
26
Signature Equity Partners, LLC logo Signature Equity Partners, LLC
High 88
1,056
12
38
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
David Wendell Associates, Inc. logo David Wendell Associates, Inc.
High 88
442
5
5
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
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
AssetBuilder, Inc. logo AssetBuilder, Inc.
High 89
714
8
11
FPL Capital Management, LLC logo FPL Capital Management, LLC
High 89
268
3
5
FSB Premier Wealth Management, Inc. logo FSB Premier Wealth Management, Inc.
High 89
894
10
12
Kavar Capital Partners logo Kavar Capital Partners
High 90
449
5
6
Cornerstone Securities LLC logo Cornerstone Securities LLC
High 90
900
10
10
PAX Financial Group logo PAX Financial Group
High 90
1,350
15
22
Delta Asset Management, LLC logo Delta Asset Management, LLC
High 91
543
6
10
Guidestone Advisors
High 91
2,087
23
34
Plan A Wealth, LLC logo Plan A Wealth, LLC
High 91
637
7
13
Waddell & Associates, LLC logo Waddell & Associates, LLC
High 91
1,001
11
21
Legacy Wealth Management, LLC logo Legacy Wealth Management, LLC
High 91
1,460
16
22
United Asset Strategies Inc. logo United Asset Strategies Inc.
High 91
1,553
17
33
Skinner, Copper & Ehmen Wealth Management, LLC logo Skinner, Copper & Ehmen Wealth Management, LLC
High 92
549
6
10
Convergence Financial logo Convergence Financial
High 92
2,665
29
29
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
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
Terril & Company logo Terril & Company
High 94
471
5
16
The Yanker Group logo The Yanker Group
High 94
472
5
5
Mack Investment Securities, Inc. logo Mack Investment Securities, Inc.
High 94
661
7
8
Triton Wealth Management, PLLC logo Triton Wealth Management, PLLC
High 95
853
9
9
RIA Advisors logo RIA Advisors
High 95
1,235
13
16
Cortland Associates Inc logo Cortland Associates Inc
High 95
380
4
7
Evergreen Wealth logo Evergreen Wealth
High 96
573
6
12
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
Gettings Busch Wealth Management logo Gettings Busch Wealth Management
High 97
877
9
10
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
WealthCare Asset Management, LLC logo WealthCare Asset Management, LLC
High 99
495
5
6
Kingdom Financial Group, LLC logo Kingdom Financial Group, LLC
High 99
1,785
18
51
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
ALTA Capital Management LLC logo ALTA Capital Management LLC
High 99
1,193
12
19
The Planning Center, Inc. logo The Planning Center, Inc.
High 99
895
9
28
Allen Capital Group, LLC logo Allen Capital Group, LLC
High 100
2,189
22
38
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
Altrius Capital Management, Inc. logo Altrius Capital Management, Inc.
High 100
499
5
12
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
Arbor Capital Management Inc logo Arbor Capital Management Inc
High 100
601
6
7
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
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
Axius Advisors LLC
High 103
1,231
12
12
TSFG, LLC logo TSFG, LLC
High 103
1,337
13
19
AdviceOne Advisory Services, LLC logo AdviceOne Advisory Services, LLC
High 104
1,449
14
56
SLP Wealth logo SLP Wealth
High 104
1,657
16
23
SyntheticFi LLC logo SyntheticFi LLC
High 104
624
6
10
Northwest Wealth Management, LLC logo Northwest Wealth Management, LLC
High 104
2,085
20
26
WealthPLAN Partners logo WealthPLAN Partners
High 105
1,677
16
56
CarsonAllaria Wealth Management, LTD. logo CarsonAllaria Wealth Management, LTD.
High 105
631
6
9
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
Rossby Financial, LLC
High 106
2,542
24
24
Rightoak Asset Management, LLC logo Rightoak Asset Management, LLC
High 106
742
7
7
Longview Wealth Management logo Longview Wealth Management
High 107
1,173
11
24
First Financial Coaching, Inc. logo First Financial Coaching, Inc.
High 107
1,500
14
14
Claris Advisors, LLC logo Claris Advisors, LLC
High 107
322
3
3
Compak Asset Management logo Compak Asset Management
High 108
1,734
16
20
Kerr Wealth Management logo Kerr Wealth Management
High 109
543
5
5
Steffes Financial, Ltd logo Steffes Financial, Ltd
High 109
218
2
4
Compass Retirement Group LLC logo Compass Retirement Group LLC
Very High 109
766
7
9
LifeSteps Financial logo LifeSteps Financial
Very High 112
669
6
9
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
RBF Wealth Advisors logo RBF Wealth Advisors
Very High 113
1,244
11
17
Howard Bailey Securities, LLC logo Howard Bailey Securities, LLC
Very High 113
1,700
15
46
Pinnacle Family Advisors, LLC logo Pinnacle Family Advisors, LLC
Very High 113
907
8
13
AdamsBrown Wealth Consultants LLC logo AdamsBrown Wealth Consultants LLC
Very High 114
1,818
16
22
Ashton Thomas Securities, LLC logo Ashton Thomas Securities, LLC
Very High 114
2,281
20
46
LJI Wealth Management, LLC logo LJI Wealth Management, LLC
Very High 115
1,490
13
13
Sequoia Wealth Management, LLC logo Sequoia Wealth Management, LLC
Very High 117
1,640
14
16
CapWealth Advisors, LLC logo CapWealth Advisors, LLC
Very High 117
1,407
12
19
Quad City Investment Center logo Quad City Investment Center
Very High 118
708
6
8
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
Discipline Wealth Solutions, Inc. logo Discipline Wealth Solutions, Inc.
Very High 120
1,919
16
18
Beacon Capital Management, LLC logo Beacon Capital Management, LLC
Very High 121
2,064
17
39
Ballew Advisors Inc logo Ballew Advisors Inc
Very High 122
853
7
11
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
FYRA Capital Management logo FYRA Capital Management
Very High 123
858
7
10
ISC Financial Advisors logo ISC Financial Advisors
Very High 126
1,262
10
17
WBI Investments, LLC logo WBI Investments, LLC
Very High 127
759
6
13
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
12 Th Street Asset Management logo 12 Th Street Asset Management
Very High 129
517
4
5
Beacon Financial Group logo Beacon Financial Group
Very High 132
1,052
8
18
Measured Risk Portfolios logo Measured Risk Portfolios
Very High 132
793
6
13
Driven Investments LLC logo Driven Investments LLC
Very High 132
1,192
9
9
American Financial Advisors Inc logo American Financial Advisors Inc
Very High 133
799
6
8
MPS-LORIA Financial Planners, LLC logo MPS-LORIA Financial Planners, LLC
Very High 136
679
5
7
Azzad Asset Management, Inc. logo Azzad Asset Management, Inc.
Very High 136
1,494
11
18
Roundview Capital, LLC logo Roundview Capital, LLC
Very High 136
544
4
13
Jennings & Associates Financial Advisors, LLC logo Jennings & Associates Financial Advisors, LLC
Very High 136
680
5
8
Slagle Financial, LLC logo Slagle Financial, LLC
Very High 137
1,510
11
21
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
Munn Wealth Management, LLC logo Munn Wealth Management, LLC
Very High 143
714
5
10
Lighthouse Wealth Strategies, LLC logo Lighthouse Wealth Strategies, LLC
Very High 144
866
6
13
Walsh & Associates, LLC logo Walsh & Associates, LLC
Very High 145
1,307
9
15
Strategic Wealth Group logo Strategic Wealth Group
Very High 147
3,524
24
24
Brucke Financial, Inc. logo Brucke Financial, Inc.
Very High 148
738
5
6
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
IFC logo IFC
Very High 150
1,048
7
7
Financial Partners Group, Inc. logo Financial Partners Group, Inc.
Very High 152
1,213
8
9
FRA Wealth Management LLC logo FRA Wealth Management LLC
Very High 152
910
6
6
Matrix Asset Advisors Inc logo Matrix Asset Advisors Inc
Very High 152
607
4
12
Wisdom Financial Services, L.L.C. logo Wisdom Financial Services, L.L.C.
Very High 152
1,518
10
14
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
PSI Advisors, LLC logo PSI Advisors, LLC
Very High 155
1,704
11
22
IAG Wealth Partners, LLC logo IAG Wealth Partners, LLC
Very High 156
2,339
15
15
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
Sandhill Investment Management logo Sandhill Investment Management
Very High 157
2,044
13
22
Mid-American Wealth Advisory Group logo Mid-American Wealth Advisory Group
Very High 158
948
6
21
C2 Private Wealth logo C2 Private Wealth
Very High 158
2,056
13
16
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
Drawbridge Capital logo Drawbridge Capital
Very High 162
972
6
10
Carter Financial Group, Inc. logo Carter Financial Group, Inc.
Very High 165
826
5
9
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
Saratoga Research & Investment Management logo Saratoga Research & Investment Management
Very High 170
2,554
15
21
Tempo Wealth logo Tempo Wealth
Very High 171
853
5
12
MCCAY WEALTH ADVISORY LLC logo MCCAY WEALTH ADVISORY LLC
Very High 172
859
5
10
CPS Investment Advisors logo CPS Investment Advisors
Very High 173
3,107
18
60
Retirement Investment Advisors Inc logo Retirement Investment Advisors Inc
Very High 175
1,399
8
15
James T. Borello & Co. logo James T. Borello & Co.
Very High 175
700
4
4
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
Legacy Financial Group logo Legacy Financial Group
Very High 181
1,450
8
18
Wealth Alliance Advisory Group, LLC logo Wealth Alliance Advisory Group, LLC
Very High 183
916
5
6
Compass Financial Services logo Compass Financial Services
Very High 184
1,105
6
12
Arkfeld Wealth Strategies, L.L.C. logo Arkfeld Wealth Strategies, L.L.C.
Very High 187
937
5
8
KWB Wealth logo KWB Wealth
Very High 194
1,935
10
10
Mach-1 Financial Group, LLC logo Mach-1 Financial Group, LLC
Very High 196
1,566
8
20
Focused Wealth Management, Inc. logo Focused Wealth Management, Inc.
Very High 197
2,163
11
19
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
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
Ignite Planners LLC logo Ignite Planners LLC
Very High 200
4,605
23
36
Paul Winkler, Inc. logo Paul Winkler, Inc.
Very High 202
2,419
12
22
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
Vestia Personal Wealth Advisors logo Vestia Personal Wealth Advisors
Very High 209
3,970
19
31
West Wealth Group, LLC logo West Wealth Group, LLC
Very High 210
2,736
13
35
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
SEM Wealth Management logo SEM Wealth Management
Very High 220
1,980
9
11
Storehouse Financial LLC logo Storehouse Financial LLC
Very High 222
1,330
6
6
Wealth Quarterback LLC logo Wealth Quarterback LLC
Very High 222
1,111
5
11
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
Lee Danner & Bass Inc logo Lee Danner & Bass Inc
Very High 240
959
4
11
M Financial Asset Management, Inc. logo M Financial Asset Management, Inc.
Very High 249
995
4
5
Levin Capital Strategies, L.P. logo Levin Capital Strategies, L.P.
Very High 250
250
1
14
The Life Group Financial Services logo The Life Group Financial Services
Very High 252
1,258
5
5
Diligent Investors, LLC logo Diligent Investors, LLC
Very High 254
761
3
3
Tradewinds Capital Management, LLC logo Tradewinds Capital Management, LLC
Very High 278
2,224
8
10
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
The Capital Advisory Group Advisory Services, LLC logo The Capital Advisory Group Advisory Services, LLC
Very High 285
1,424
5
7
Dynamic Financial Group logo Dynamic Financial Group
Very High 287
862
3
3
Melia Wealth LLC logo Melia Wealth LLC
Very High 291
1,163
4
7
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
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
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
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
Ciccarelli Advisory Services Inc logo Ciccarelli Advisory Services Inc
Very High 355
3,553
10
16
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
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
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
Financial Concepts logo Financial Concepts
Very High 504
2,518
5
19
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
RSW Investments logo RSW Investments
Very High 706
1,412
2
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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