Clients per advisor for Team firms serving clients in Tennessee

In Tennessee, team-based financial advisor firms tend to serve a higher number of clients per advisor compared to the national median. With 931 firms operating in the state, the median clients per advisor is 78, notably above the national median of 61. This suggests that Tennessee firms often adopt more scalable and process-driven approaches, enabling advisors to manage broader client bases efficiently. While this can mean less individualized attention, it also reflects established systems and shared responsibilities within teams. Clients in Tennessee may find a range of service models, from personalized to more standardized, depending on the firm’s structure and client load.

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
Partners Capital, LLC logo Partners Capital, LLC
Very Low 7
42
6
7
Atlas logo Atlas
Very Low 8
47
6
8
Crescent Wealth Advisory, LLC logo Crescent Wealth Advisory, LLC
Very Low 9
46
5
5
Quincy Wells Advisors, LLC
Very Low 11
245
23
23
Q3 Advisors, LLC logo Q3 Advisors, LLC
Very Low 11
224
20
20
Regal Advisory Services, Inc. logo Regal Advisory Services, Inc.
Very Low 11
269
24
25
401k Generation logo 401k Generation
Very Low 11
68
6
35
Paraklete Financial, Inc. logo Paraklete Financial, Inc.
Very Low 12
69
6
6
Sanders Morris LLC logo Sanders Morris LLC
Very Low 12
127
11
27
Your IA, LLC logo Your IA, LLC
Very Low 12
188
16
19
EPI Financial Group logo EPI Financial Group
Very Low 13
65
5
7
Fielder Capital Group LLC logo Fielder Capital Group LLC
Very Low 14
112
8
11
Vision Investment Advisors, LLC logo Vision Investment Advisors, LLC
Very Low 14
127
9
9
AtCap Partners, LLC
Very Low 14
342
24
26
Greenwich Advisors, LLC logo Greenwich Advisors, LLC
Very Low 14
72
5
5
Blue Jasper Capital LLC logo Blue Jasper Capital LLC
Very Low 15
73
5
8
Coordinated Capital Securities, Inc. logo Coordinated Capital Securities, Inc.
Very Low 16
248
16
38
Fidelis Capital logo Fidelis Capital
Very Low 16
218
14
22
CSP Financial Group LLC logo CSP Financial Group LLC
Very Low 16
312
20
20
MMA Asset Management LLC logo MMA Asset Management LLC
Very Low 16
282
18
19
Searle & Co.
Very Low 16
126
8
13
Acrylic Financial, Inc. logo Acrylic Financial, Inc.
Very Low 16
307
19
21
Bull Harbor Capital LLC. logo Bull Harbor Capital LLC.
Very Low 16
421
26
43
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
QM Advisors LLC logo QM Advisors LLC
Very Low 17
154
9
9
DMK Advisor Group, Inc. logo DMK Advisor Group, Inc.
Very Low 18
298
17
42
Wealth More Enterprise, Inc. logo Wealth More Enterprise, Inc.
Very Low 18
89
5
10
Gambit Capital Management, LLC logo Gambit Capital Management, LLC
Very Low 18
107
6
6
Naples Global Advisors logo Naples Global Advisors
Very Low 18
286
16
20
Ministry Partners Securities, LLC logo Ministry Partners Securities, LLC
Very Low 18
108
6
6
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
Capital Ideas logo Capital Ideas
Very Low 19
96
5
5
Keener Financial Planning logo Keener Financial Planning
Very Low 19
193
10
12
1834 Investment Advisors Co. logo 1834 Investment Advisors Co.
Very Low 19
369
19
45
Morling Financial Advisors, LLC logo Morling Financial Advisors, LLC
Very Low 20
333
17
21
LRI Investments logo LRI Investments
Very Low 20
477
24
35
Family WMS, LLC logo Family WMS, LLC
Very Low 20
61
3
8
Creative Investment Group logo Creative Investment Group
Very Low 21
144
7
8
AAN Wealth Advisors LLC logo AAN Wealth Advisors LLC
Very Low 21
229
11
11
Aletheian Wealth Advisors LLC logo Aletheian Wealth Advisors LLC
Very Low 21
105
5
6
Forefront logo Forefront
Very Low 21
572
27
27
Sage Rhino Capital LLC logo Sage Rhino Capital LLC
Very Low 21
192
9
10
Churchill Financial Advisors, LLC logo Churchill Financial Advisors, LLC
Very Low 22
108
5
5
Naviter Wealth, LLC logo Naviter Wealth, LLC
Very Low 22
303
14
15
Maytech Global Investments logo Maytech Global Investments
Very Low 22
111
5
12
Savvi Financial LLC logo Savvi Financial LLC
Very Low 23
135
6
22
Gannett Wealth Advisors logo Gannett Wealth Advisors
Very Low 23
135
6
8
HT Partners LLC logo HT Partners LLC
Very Low 23
115
5
7
Searcy Financial Services, Inc. logo Searcy Financial Services, Inc.
Very Low 23
185
8
9
Acumen Wealth Advisors, LLC logo Acumen Wealth Advisors, LLC
Very Low 23
280
12
17
Fruitful logo Fruitful
Very Low 23
351
15
44
Jeffrey Matthews Wealth Management, LLC logo Jeffrey Matthews Wealth Management, LLC
Very Low 23
352
15
15
MDRN Capital logo MDRN Capital
Very Low 24
569
24
36
camarda wealth advisory group logo camarda wealth advisory group
Very Low 24
266
11
17
Laffer Tengler Investments, Inc. logo Laffer Tengler Investments, Inc.
Very Low 24
243
10
14
Brown Edwards Wealth Strategies logo Brown Edwards Wealth Strategies
Very Low 25
200
8
8
CapSouth Wealth Management logo CapSouth Wealth Management
Very Low 25
330
13
22
Private Wealth Asset Management logo Private Wealth Asset Management
Very Low 25
559
22
32
HMS Investment Advisors logo HMS Investment Advisors
Very Low 26
153
6
8
Stronghold Capital Partners LLC logo Stronghold Capital Partners LLC
Very Low 26
334
13
13
Verum Partners LLC logo Verum Partners LLC
Very Low 26
361
14
17
Chapin, Davis logo Chapin, Davis
Very Low 26
543
21
26
Global Investment Advisory logo Global Investment Advisory
Very Low 26
182
7
9
Cabin Advisors, LLC logo Cabin Advisors, LLC
Very Low 26
368
14
15
Feltl Advisors logo Feltl Advisors
Very Low 26
395
15
15
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
Mclean Asset Management Corp. logo Mclean Asset Management Corp.
Very Low 27
486
18
26
1 St Discount Brokerage, Inc. logo 1 St Discount Brokerage, Inc.
Very Low 27
216
8
8
Parsonex Advisory Services, Inc. logo Parsonex Advisory Services, Inc.
Very Low 28
330
12
24
Covenant Partners, LLC logo Covenant Partners, LLC
Very Low 28
139
5
15
Narwhal Capital Management logo Narwhal Capital Management
Very Low 28
334
12
18
Anchor Capital Advisors LLC logo Anchor Capital Advisors LLC
Very Low 28
474
17
42
Cogentblue logo Cogentblue
Very Low 28
112
4
5
Gibraltar Capital Management, Inc. logo Gibraltar Capital Management, Inc.
Very Low 28
505
18
31
Hollencrest Capital Management logo Hollencrest Capital Management
Very Low 29
461
16
19
Equita Financial Network, Inc. logo Equita Financial Network, Inc.
Very Low 29
434
15
19
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
Hardy Reed, LLC logo Hardy Reed, LLC
Very Low 29
351
12
18
Evermay Wealth Management, LLC logo Evermay Wealth Management, LLC
Very Low 29
558
19
24
FCG Investment Company logo FCG Investment Company
Very Low 29
294
10
10
Inscription Capital, LLC logo Inscription Capital, LLC
Very Low 30
414
14
20
Defining Wealth logo Defining Wealth
Very Low 30
178
6
6
Silverleafe Capital Partners, LLC logo Silverleafe Capital Partners, LLC
Very Low 30
179
6
7
Quartz Partners Investment Management logo Quartz Partners Investment Management
Very Low 30
688
23
26
Oakworth Asset Management, LLC logo Oakworth Asset Management, LLC
Very Low 30
539
18
20
Colliers Securities LLC logo Colliers Securities LLC
Very Low 30
811
27
120
American Investors Company logo American Investors Company
Very Low 30
755
25
30
KCPAG Financial Advisors LLC logo KCPAG Financial Advisors LLC
Very Low 30
425
14
17
Coker & Palmer logo Coker & Palmer
Very Low 30
213
7
8
Meadow Creek Wealth Advisors, LLC logo Meadow Creek Wealth Advisors, LLC
Very Low 31
153
5
5
Guardian Wealth Partners, LLC logo Guardian Wealth Partners, LLC
Very Low 31
402
13
75
Register Financial Advisors, LLC logo Register Financial Advisors, LLC
Very Low 31
433
14
15
Valtrion Capital Management, LLC logo Valtrion Capital Management, LLC
Very Low 31
188
6
6
Strategic Advisory Services logo Strategic Advisory Services
Very Low 32
252
8
10
Stirlingshire Investments logo Stirlingshire Investments
Very Low 32
760
24
29
Craft Wealth Services logo Craft Wealth Services
Very Low 32
222
7
7
One Wealth Map, LLC logo One Wealth Map, LLC
Very Low 32
223
7
10
BMSS Wesson Wealth Solutions logo BMSS Wesson Wealth Solutions
Very Low 33
260
8
11
ISTO Advisors, LLC logo ISTO Advisors, LLC
Very Low 33
358
11
27
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
Kassouf Wealth Advisors, LLC logo Kassouf Wealth Advisors, LLC
Very Low 33
198
6
10
Aurelius Family Office, LLC logo Aurelius Family Office, LLC
Very Low 33
165
5
8
Zemenick & Walker Inc logo Zemenick & Walker Inc
Very Low 33
264
8
11
WealthCrossing logo WealthCrossing
Very Low 33
266
8
18
OLIO Financial Planning logo OLIO Financial Planning
Very Low 33
368
11
14
Leading Edge Financial Planning LLC logo Leading Edge Financial Planning LLC
Very Low 34
302
9
15
Alhambra Investment Management LLC logo Alhambra Investment Management LLC
Very Low 34
202
6
6
SGL Financial, LLC logo SGL Financial, LLC
Very Low 34
509
15
33
Foster & Motley Inc logo Foster & Motley Inc
Low 34
919
27
51
Wealth Science Advisors LLC logo Wealth Science Advisors LLC
Low 34
273
8
9
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
Colton Groome Financial Advisors, LLC logo Colton Groome Financial Advisors, LLC
Low 35
346
10
18
Tranquility Partners, LLC logo Tranquility Partners, LLC
Low 35
243
7
7
Beacon Wealth Consultants, Inc. logo Beacon Wealth Consultants, Inc.
Low 35
522
15
19
The Ithaka Group, LLC logo The Ithaka Group, LLC
Low 36
107
3
7
MPWM Advisory Solutions LLC logo MPWM Advisory Solutions LLC
Low 36
573
16
20
Tandem Wealth Advisors logo Tandem Wealth Advisors
Low 36
251
7
7
Veracity Capital LLC logo Veracity Capital LLC
Low 36
359
10
12
Patton Albertson Miller Group, LLC logo Patton Albertson Miller Group, LLC
Low 36
611
17
23
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
Cannon Financial Strategists, Inc. logo Cannon Financial Strategists, Inc.
Low 37
986
27
33
Aspyre Wealth Partners logo Aspyre Wealth Partners
Low 37
329
9
17
Capital Markets IQ, LLC logo Capital Markets IQ, LLC
Low 37
698
19
23
Apforia logo Apforia
Low 37
368
10
18
Flagstar Advisors logo Flagstar Advisors
Low 37
1,004
27
37
Insight Strategic Wealth LLC logo Insight Strategic Wealth LLC
Low 37
262
7
7
Arista Wealth Management, LLC logo Arista Wealth Management, LLC
Low 38
377
10
16
Verity Investment Partners logo Verity Investment Partners
Low 38
459
12
16
Sycamore Financial Advisors, Inc. logo Sycamore Financial Advisors, Inc.
Low 38
192
5
5
Navigate Wealth Management, LLC logo Navigate Wealth Management, LLC
Low 39
271
7
8
Severin Investments LLC logo Severin Investments LLC
Low 39
233
6
8
Arkos Global Advisors, LLC logo Arkos Global Advisors, LLC
Low 39
432
11
17
Clark Asset Management, LLC logo Clark Asset Management, LLC
Low 39
275
7
9
Nepsis, Inc. logo Nepsis, Inc.
Low 39
590
15
37
Marotta Wealth Management, Inc. logo Marotta Wealth Management, Inc.
Low 39
354
9
16
Hermitage Wealth logo Hermitage Wealth
Low 39
197
5
14
Peachcap Tax & Advisory, LLC logo Peachcap Tax & Advisory, LLC
Low 40
237
6
6
Alterna Wealth Management, Inc. logo Alterna Wealth Management, Inc.
Low 40
1,151
29
55
Woodmont Investment Counsel, LLC logo Woodmont Investment Counsel, LLC
Low 40
437
11
15
Vanguard Capital logo Vanguard Capital
Low 40
199
5
5
Coyle logo Coyle
Low 40
438
11
24
Parkwoods Wealth Partners, LLC logo Parkwoods Wealth Partners, LLC
Low 40
717
18
28
Parkside Investments, LLC logo Parkside Investments, LLC
Low 40
200
5
7
Paradigm Wealth Advisory LLC logo Paradigm Wealth Advisory LLC
Low 40
280
7
14
Fortress Private Ledger, LLC logo Fortress Private Ledger, LLC
Low 40
681
17
22
Vertrix Wealth Management, LLC logo Vertrix Wealth Management, LLC
Low 40
281
7
12
Nasdaq Dorsey Wright logo Nasdaq Dorsey Wright
Low 40
806
20
25
Diamond Client Group, LLC logo Diamond Client Group, LLC
Low 41
367
9
11
Smith Thornton Advisors, LLC logo Smith Thornton Advisors, LLC
Low 41
327
8
9
Gryphon Financial Partners logo Gryphon Financial Partners
Low 41
655
16
31
Greenwood Capital Associates, LLC logo Greenwood Capital Associates, LLC
Low 41
660
16
21
Union Capital Company logo Union Capital Company
Low 41
414
10
13
S.E.E.D. Planning Group, LLC logo S.E.E.D. Planning Group, LLC
Low 42
748
18
28
Balboa Wealth Partners, Inc. logo Balboa Wealth Partners, Inc.
Low 42
1,084
26
36
Clarus Wealth Advisors, LLC logo Clarus Wealth Advisors, LLC
Low 42
502
12
13
NorthWest Financial Services Inc logo NorthWest Financial Services Inc
Low 42
377
9
11
Novare Capital Management logo Novare Capital Management
Low 42
757
18
23
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
Activ8 Family Office LLC logo Activ8 Family Office LLC
Low 43
299
7
21
West Financial Services, Inc. logo West Financial Services, Inc.
Low 43
940
22
39
Endowment Wealth Management, Inc. logo Endowment Wealth Management, Inc.
Low 43
471
11
14
John G. Ullman & Associates, Inc logo John G. Ullman & Associates, Inc
Low 43
992
23
58
CapTrust Wealth Advisors logo CapTrust Wealth Advisors
Low 43
863
20
26
XXI Wealth, LLC logo XXI Wealth, LLC
Low 44
87
2
5
TRADEway logo TRADEway
Low 44
611
14
36
The Gleason Group, Inc. logo The Gleason Group, Inc.
Low 44
262
6
11
Delta Investment Management, LLC logo Delta Investment Management, LLC
Low 44
1,099
25
25
Kelman Lazarov Inc logo Kelman Lazarov Inc
Low 44
574
13
17
HS Wealth Partners logo HS Wealth Partners
Low 44
265
6
6
Alliance Advisory & Securities, LLC logo Alliance Advisory & Securities, LLC
Low 44
663
15
21
PYA Waltman Capital, LLC logo PYA Waltman Capital, LLC
Low 44
398
9
17
Eubel Brady & Suttman logo Eubel Brady & Suttman
Low 44
755
17
34
Envision Financial Planning, LLC logo Envision Financial Planning, LLC
Low 45
268
6
6
James Investment Research Inc logo James Investment Research Inc
Low 45
404
9
15
Chicory Wealth logo Chicory Wealth
Low 45
539
12
23
GFG Solutions logo GFG Solutions
Low 45
315
7
18
Horizon Investment Services, LLC. logo Horizon Investment Services, LLC.
Low 45
318
7
14
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
The Retirement Solution LLC logo The Retirement Solution LLC
Low 46
823
18
35
Impact Capital Partners LLC logo Impact Capital Partners LLC
Low 46
230
5
5
Heirloom Wealth Management LLC logo Heirloom Wealth Management LLC
Low 46
829
18
18
4Wealth Advisors, Inc. logo 4Wealth Advisors, Inc.
Low 46
508
11
13
REDW Wealth LLC
Low 46
370
8
15
Asio Capital, LLC logo Asio Capital, LLC
Low 47
280
6
7
Treasure Coast Financial Planning, Inc. logo Treasure Coast Financial Planning, Inc.
Low 47
234
5
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
Scholar Financial Advising, LLC logo Scholar Financial Advising, LLC
Low 47
235
5
8
LeConte Wealth Management, LLC logo LeConte Wealth Management, LLC
Low 47
332
7
11
Covenant Wealth Advisors logo Covenant Wealth Advisors
Low 47
522
11
12
Hill Investment Group logo Hill Investment Group
Low 48
380
8
12
Seaside Wealth Management, Inc. logo Seaside Wealth Management, Inc.
Low 48
380
8
12
Visionary Horizons, LLC logo Visionary Horizons, LLC
Low 48
666
14
14
Cornerstone Wealth Partners, LLC logo Cornerstone Wealth Partners, LLC
Low 48
429
9
15
Black Swift Group, LLC logo Black Swift Group, LLC
Low 48
382
8
9
Wright Wealth LLC
Low 48
240
5
6
Trevián Wealth Management, LLC logo Trevián Wealth Management, LLC
Low 48
96
2
4
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
Wellington Investment Advisors logo Wellington Investment Advisors
Low 48
386
8
10
Keen Wealth Advisors logo Keen Wealth Advisors
Low 48
1,014
21
30
Austin Wealth Management, LLC logo Austin Wealth Management, LLC
Low 48
580
12
18
Financial Enhancement Group logo Financial Enhancement Group
Low 48
1,257
26
26
MariPau Wealth Management LLC logo MariPau Wealth Management LLC
Low 48
1,064
22
24
WealthTrust Asset Management, LLC logo WealthTrust Asset Management, LLC
Low 49
243
5
7
Midwest Financial Partners logo Midwest Financial Partners
Low 49
438
9
30
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
Trivium Point Advisory, LLC logo Trivium Point Advisory, LLC
Low 49
786
16
38
LVW Advisors, LLC logo LVW Advisors, LLC
Low 49
493
10
19
TD Capital Management LLC logo TD Capital Management LLC
Low 49
445
9
15
Parsons Capital Management Inc logo Parsons Capital Management Inc
Low 50
695
14
22
Horter Investment Management, LLC logo Horter Investment Management, LLC
Low 50
1,292
26
43
Amerity Wealth Management, LLC logo Amerity Wealth Management, LLC
Low 50
748
15
17
Pioneer Wealth Management Group logo Pioneer Wealth Management Group
Low 50
499
10
11
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
WealthStar Advisors, LLC logo WealthStar Advisors, LLC
Low 50
453
9
9
Client 1st Advisory Group logo Client 1st Advisory Group
Low 50
353
7
8
Brandywine oak Private Wealth LLC logo Brandywine oak Private Wealth LLC
Low 51
507
10
15
Oak Harvest Investment Services logo Oak Harvest Investment Services
Low 51
968
19
44
PlanVest Financial, Inc. logo PlanVest Financial, Inc.
Low 51
307
6
8
Mckinley Carter Wealth Services, Inc. logo Mckinley Carter Wealth Services, Inc.
Low 51
1,231
24
32
United Wealth Management, LLC logo United Wealth Management, LLC
Low 51
257
5
5
McDonald Partners LLC logo McDonald Partners LLC
Low 51
1,131
22
29
Oarsman Capital, Inc logo Oarsman Capital, Inc
Typical 52
670
13
21
Archford Capital Strategies, LLC logo Archford Capital Strategies, LLC
Typical 52
774
15
45
Harvest investment Services, LLC logo Harvest investment Services, LLC
Typical 52
1,500
29
38
Natural Investments logo Natural Investments
Typical 52
1,242
24
24
Versant Capital Management, Inc. logo Versant Capital Management, Inc.
Typical 52
466
9
26
A. N. Culbertson & Company, Inc. logo A. N. Culbertson & Company, Inc.
Typical 52
311
6
9
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
Bellwether Investment Group, LLC logo Bellwether Investment Group, LLC
Typical 52
313
6
6
Thrive Capital Management, LLC logo Thrive Capital Management, LLC
Typical 52
783
15
26
Evolve Private Wealth, LLC logo Evolve Private Wealth, LLC
Typical 52
679
13
17
Cahaba Wealth Management, Inc. logo Cahaba Wealth Management, Inc.
Typical 52
888
17
23
Turning Point Financial logo Turning Point Financial
Typical 52
784
15
23
Financial Perspectives logo Financial Perspectives
Typical 52
734
14
14
Holland Advisory Services, Inc. logo Holland Advisory Services, Inc.
Typical 53
526
10
17
Walser Wealth Management Company, A Limited Liability Company logo Walser Wealth Management Company, A Limited Liability Company
Typical 53
685
13
26
BankPlus Wealth Advisors logo BankPlus Wealth Advisors
Typical 53
633
12
19
Timothy Financial Counsel, Inc. logo Timothy Financial Counsel, Inc.
Typical 53
1,007
19
20
Montag logo Montag
Typical 53
477
9
30
Aviance Capital Partners LLC logo Aviance Capital Partners LLC
Typical 53
372
7
11
Marco Investment Management LLC logo Marco Investment Management LLC
Typical 53
266
5
9
Clear Creek Advisors logo Clear Creek Advisors
Typical 54
483
9
9
SFMG Wealth Advisors logo SFMG Wealth Advisors
Typical 54
968
18
39
D.H. Hill Advisors, Inc. logo D.H. Hill Advisors, Inc.
Typical 54
916
17
19
Armstrong, Fleming & Moore, Inc. logo Armstrong, Fleming & Moore, Inc.
Typical 54
539
10
27
BCWM logo BCWM
Typical 54
378
7
12
LifeGoal Investments, LLC logo LifeGoal Investments, LLC
Typical 54
270
5
5
Greenup Wealth logo Greenup Wealth
Typical 54
973
18
20
Element Wealth, LLC logo Element Wealth, LLC
Typical 54
652
12
15
BCU Wealth Advisors, LLC logo BCU Wealth Advisors, LLC
Typical 54
870
16
17
Financial Synergies logo Financial Synergies
Typical 55
927
17
21
Rather & Kittrell, Inc. logo Rather & Kittrell, Inc.
Typical 55
982
18
32
Dividend Assets Capital, LLC logo Dividend Assets Capital, LLC
Typical 55
382
7
7
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
Bass and Bell, Inc. logo Bass and Bell, Inc.
Typical 55
329
6
6
Abundance Wealth Counselors, LLC logo Abundance Wealth Counselors, LLC
Typical 55
439
8
30
Bright Futures Wealth Management, LLC logo Bright Futures Wealth Management, LLC
Typical 55
879
16
16
CPC Advisors, LLC logo CPC Advisors, LLC
Typical 55
934
17
29
Bts Asset Management, Inc. logo Bts Asset Management, Inc.
Typical 55
443
8
13
Mission Creek Capital Partners, Inc. logo Mission Creek Capital Partners, Inc.
Typical 55
499
9
14
Gagnon Securities, LLC logo Gagnon Securities, LLC
Typical 56
1,058
19
19
Elevate Wealth Advisory, Inc. logo Elevate Wealth Advisory, Inc.
Typical 56
613
11
13
Guide Advisors, Inc. logo Guide Advisors, Inc.
Typical 56
279
5
5
Resolute Wealth Strategies, LLC logo Resolute Wealth Strategies, LLC
Typical 56
279
5
7
Sovereign Financial Group, Inc. logo Sovereign Financial Group, Inc.
Typical 56
1,288
23
31
25 Financial logo 25 Financial
Typical 56
505
9
19
Atticus Wealth Management logo Atticus Wealth Management
Typical 56
393
7
8
Blue Ridge Wealth Planners logo Blue Ridge Wealth Planners
Typical 56
790
14
26
BCM Advisors, LLC logo BCM Advisors, LLC
Typical 57
396
7
9
Goodwin Investment Advisory logo Goodwin Investment Advisory
Typical 57
397
7
13
Ballast, Inc. logo Ballast, Inc.
Typical 57
454
8
12
CAP Partners, LLC logo CAP Partners, LLC
Typical 57
399
7
12
Leelyn Smith, LLC logo Leelyn Smith, LLC
Typical 57
799
14
38
Marble Wealth, LLC logo Marble Wealth, LLC
Typical 57
286
5
6
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
Endeavor Private Wealth, Inc. logo Endeavor Private Wealth, Inc.
Typical 58
521
9
13
Capital Management Associates Inc logo Capital Management Associates Inc
Typical 58
877
15
17
Proffitt & Goodson Inc. logo Proffitt & Goodson Inc.
Typical 59
293
5
9
DAI Wealth, LLC logo DAI Wealth, LLC
Typical 59
1,466
25
40
City Center Advisors, LLC logo City Center Advisors, LLC
Typical 59
413
7
7
The Wealth Group   Austin B. Colby & Associates logo The Wealth Group Austin B. Colby & Associates
Typical 59
591
10
12
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
Embree Financial Group logo Embree Financial Group
Typical 60
835
14
19
Woodstock Wealth Management, Inc. logo Woodstock Wealth Management, Inc.
Typical 60
1,554
26
26
B&C Financial Advisors logo B&C Financial Advisors
Typical 60
538
9
12
Main Street Research LLC logo Main Street Research LLC
Typical 60
1,018
17
24
Trinity Portfolio Advisors, LLC logo Trinity Portfolio Advisors, LLC
Typical 60
539
9
13
Insight Wealth Partners logo Insight Wealth Partners
Typical 60
959
16
16
Northbridge Financial Group, LLC logo Northbridge Financial Group, LLC
Typical 60
482
8
11
Capital Wealth Management, LLC logo Capital Wealth Management, LLC
Typical 60
603
10
16
Clear Harbor Asset Management, LLC logo Clear Harbor Asset Management, LLC
Typical 60
784
13
24
Pactolus logo Pactolus
Typical 60
302
5
17
Hobart Wealth logo Hobart Wealth
Typical 60
725
12
18
Ranch Capital Advisors Inc. logo Ranch Capital Advisors Inc.
Typical 61
425
7
7
Grant Street Asset Management Inc logo Grant Street Asset Management Inc
Typical 61
425
7
17
Murphy & Sylvest logo Murphy & Sylvest
Typical 61
427
7
8
American Wealth Management, Inc. logo American Wealth Management, Inc.
Typical 61
550
9
10
Centurion Wealth Management logo Centurion Wealth Management
Typical 61
428
7
14
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
Cimarron Wealth Management, Inc. logo Cimarron Wealth Management, Inc.
Typical 61
552
9
13
Optivise Advisory Services LLC logo Optivise Advisory Services LLC
Typical 61
1,227
20
25
Balance Wealth logo Balance Wealth
Typical 61
553
9
12
Next Level Private LLC logo Next Level Private LLC
Typical 61
799
13
16
SmartPath Advisors logo SmartPath Advisors
Typical 62
369
6
18
Callahan Advisors, LLC logo Callahan Advisors, LLC
Typical 62
431
7
11
Ifrah Financial Services, Inc. logo Ifrah Financial Services, Inc.
Typical 62
555
9
14
Dash Investments logo Dash Investments
Typical 62
432
7
9
Fortress Wealth Group logo Fortress Wealth Group
Typical 62
371
6
14
BlueChip Wealth Advisors LLC logo BlueChip Wealth Advisors LLC
Typical 62
372
6
8
Unique Wealth, LLC logo Unique Wealth, LLC
Typical 62
807
13
15
Ritter Daniher Financial Advisory LLC logo Ritter Daniher Financial Advisory LLC
Typical 62
683
11
15
Pgi Wealth Management logo Pgi Wealth Management
Typical 62
497
8
9
Victrix Investment Advisors logo Victrix Investment Advisors
Typical 62
435
7
7
Southern Capital Services Inc logo Southern Capital Services Inc
Typical 62
373
6
9
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
Axient Investment Advisors LLC logo Axient Investment Advisors LLC
Typical 62
749
12
18
River Wealth Advisors LLC logo River Wealth Advisors LLC
Typical 63
876
14
20
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
West Paces Advisors, Inc. logo West Paces Advisors, Inc.
Typical 63
251
4
7
Capstone Financial Advisors Inc logo Capstone Financial Advisors Inc
Typical 63
1,068
17
30
Atlas Brown logo Atlas Brown
Typical 63
440
7
9
Liberty Wealth Management, LLC logo Liberty Wealth Management, LLC
Typical 63
1,510
24
43
HoganTaylor Wealth logo HoganTaylor Wealth
Typical 63
379
6
10
Stonepath Wealth Management logo Stonepath Wealth Management
Typical 63
569
9
13
Ethos Financial Group, LLC logo Ethos Financial Group, LLC
Typical 63
1,709
27
38
Mitchell Capital Management Co logo Mitchell Capital Management Co
Typical 63
317
5
11
Phillips Financial logo Phillips Financial
Typical 63
888
14
32
Provident Investment Management, Inc. logo Provident Investment Management, Inc.
Typical 64
318
5
10
Arcus Capital Partners, LLC logo Arcus Capital Partners, LLC
Typical 64
447
7
15
The Patten Group, Inc. logo The Patten Group, Inc.
Typical 64
447
7
11
Colonial Trust Advisors, Inc. logo Colonial Trust Advisors, Inc.
Typical 64
895
14
27
Capital Square, LLC logo Capital Square, LLC
Typical 64
704
11
11
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
Vertex Partners logo Vertex Partners
Typical 64
836
13
20
Loftin Wealth Partners logo Loftin Wealth Partners
Typical 65
387
6
6
Journey Financial Group, Inc. logo Journey Financial Group, Inc.
Typical 65
323
5
7
Provident Wealth Management, LLC
Typical 65
323
5
9
Insight Folios logo Insight Folios
Typical 65
1,228
19
19
Chaney Capital Management Inc. logo Chaney Capital Management Inc.
Typical 65
388
6
6
Toth Financial Advisory Corp logo Toth Financial Advisory Corp
Typical 65
647
10
18
Prospect Financial Services LLC logo Prospect Financial Services LLC
Typical 65
520
8
12
Core Wealth Advisors, Inc. logo Core Wealth Advisors, Inc.
Typical 65
586
9
12
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
Private Wealth Management, Inc.
Typical 66
131
2
4
Soulence Wealth Management logo Soulence Wealth Management
Typical 66
393
6
6
Financial Management Network Inc logo Financial Management Network Inc
Typical 66
1,379
21
50
Desert Rose Capital Management, Inc. logo Desert Rose Capital Management, Inc.
Typical 66
723
11
22
WBH Advisory, Inc. logo WBH Advisory, Inc.
Typical 66
725
11
16
ISC Advisors, Inc. logo ISC Advisors, Inc.
Typical 66
1,780
27
30
Professional Advisory Services Inc logo Professional Advisory Services Inc
Typical 66
596
9
13
Alpine Private Wealth logo Alpine Private Wealth
Typical 66
265
4
20
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
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
Prosperitas Financial, LLC logo Prosperitas Financial, LLC
Typical 67
1,745
26
33
Klaas Financial Asset Advisors, LLC. logo Klaas Financial Asset Advisors, LLC.
Typical 68
1,015
15
15
Verde Capital Management, Inc. logo Verde Capital Management, Inc.
Typical 68
746
11
16
Stonebridge Financial Planning Group, LLC logo Stonebridge Financial Planning Group, LLC
Typical 68
340
5
8
Wellington Shields Capital Management, LLC logo Wellington Shields Capital Management, LLC
Typical 68
544
8
20
THOR Wealth Management Inc logo THOR Wealth Management Inc
Typical 68
479
7
15
Tiller Private Wealth, Inc. logo Tiller Private Wealth, Inc.
Typical 69
343
5
11
Jt Stratford, LLC logo Jt Stratford, LLC
Typical 69
1,238
18
18
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
Darwin Wealth Management logo Darwin Wealth Management
Typical 70
835
12
12
Guardian Wealth Management, LLC logo Guardian Wealth Management, LLC
Typical 70
348
5
11
ARS Wealth Advisors logo ARS Wealth Advisors
Typical 70
1,044
15
24
Masterworks Advisers, LLC logo Masterworks Advisers, LLC
Typical 70
1,045
15
15
Auxan Capital Advisors, LLC logo Auxan Capital Advisors, LLC
Typical 70
559
8
8
Davinci Financial Designs logo Davinci Financial Designs
Typical 70
350
5
5
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
Sterling Financial Planning Inc logo Sterling Financial Planning Inc
Typical 70
562
8
8
Ventura Wealth Management logo Ventura Wealth Management
Typical 70
562
8
12
Delta Financial Advisors, L.L.C. logo Delta Financial Advisors, L.L.C.
Typical 70
211
3
5
Collaborative Wealth logo Collaborative Wealth
Typical 70
915
13
13
Mosley Wealth Management, Inc. logo Mosley Wealth Management, Inc.
Typical 71
707
10
15
Vector Wealth Management logo Vector Wealth Management
Typical 71
849
12
19
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
Integrity Financial Corporation logo Integrity Financial Corporation
Typical 71
1,209
17
21
Provise Management Group, LLC logo Provise Management Group, LLC
Typical 71
1,139
16
22
Wrenne Financial Planning LLC logo Wrenne Financial Planning LLC
Typical 71
428
6
11
Gratus Wealth Advisors LLC logo Gratus Wealth Advisors LLC
Typical 72
431
6
9
MJP Wealth Advisors logo MJP Wealth Advisors
Typical 72
865
12
21
Alpha Financial Partners LLC logo Alpha Financial Partners LLC
Typical 72
361
5
7
Pathview Wealth Advisors logo Pathview Wealth Advisors
Typical 72
362
5
14
Frazier Financial Advisors, LLC logo Frazier Financial Advisors, LLC
Typical 72
724
10
20
The Kelly Group logo The Kelly Group
Typical 72
1,087
15
22
Parkway Wealth Management Group, LLC logo Parkway Wealth Management Group, LLC
Typical 73
1,310
18
27
Walled Lake Planning & Wealth Management, LLC logo Walled Lake Planning & Wealth Management, LLC
Typical 73
364
5
8
MPM Wealth Advisors logo MPM Wealth Advisors
Typical 73
1,094
15
18
FEFA Financial logo FEFA Financial
Typical 73
1,679
23
27
Cypress Capital, LLC logo Cypress Capital, LLC
Typical 73
657
9
12
Compass Wealth Management LLC logo Compass Wealth Management LLC
High 73
367
5
5
Compass Ion Advisors, LLC logo Compass Ion Advisors, LLC
High 74
1,177
16
24
KFA Private Wealth Group, LLC logo KFA Private Wealth Group, LLC
High 74
814
11
11
Laurel Wealth Advisors, LLC
High 74
520
7
9
Voisard Asset Management Group logo Voisard Asset Management Group
High 74
446
6
8
Alliance Wealth Management Group, LLC logo Alliance Wealth Management Group, LLC
High 75
447
6
13
Hunter Associates LLC logo Hunter Associates LLC
High 75
1,193
16
16
Baron Silver Stevens Financial Advisors, LLC logo Baron Silver Stevens Financial Advisors, LLC
High 75
598
8
12
Knox Wealth Partners Advisory logo Knox Wealth Partners Advisory
High 75
525
7
7
Argent Wealth, LLC logo Argent Wealth, LLC
High 75
450
6
11
Firestone Capital Management Inc logo Firestone Capital Management Inc
High 75
375
5
7
Greenwood Gearhart, LLC logo Greenwood Gearhart, LLC
High 75
1,051
14
26
Worth Advisors logo Worth Advisors
High 75
451
6
15
Dentist Advisors logo Dentist Advisors
High 75
752
10
24
Vista Investment Partners LLC logo Vista Investment Partners LLC
High 75
452
6
9
American Money Management, LLC logo American Money Management, LLC
High 76
832
11
13
Occidental Asset Management, LLC logo Occidental Asset Management, LLC
High 76
908
12
15
Uptick Partners, LLC logo Uptick Partners, LLC
High 76
1,135
15
25
Cadinha & Co LLC logo Cadinha & Co LLC
High 76
606
8
19
Asset Advisors logo Asset Advisors
High 76
456
6
9
Oxford Wealth Group, LLC logo Oxford Wealth Group, LLC
High 76
913
12
14
Diversified, LLC logo Diversified, LLC
High 76
1,982
26
53
Navpoint Financial, Inc. logo Navpoint Financial, Inc.
High 76
229
3
7
Lathrop Investment Management Company logo Lathrop Investment Management Company
High 76
229
3
5
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
BCA Private Wealth, Inc. logo BCA Private Wealth, Inc.
High 77
383
5
5
One Degree Advisors, Inc. logo One Degree Advisors, Inc.
High 77
461
6
6
National Wealth Management Group, LLC logo National Wealth Management Group, LLC
High 77
1,308
17
18
Wealthshield Partners, LLC logo Wealthshield Partners, LLC
High 77
1,156
15
23
TBH Global Asset Management, LLC logo TBH Global Asset Management, LLC
High 77
1,002
13
22
Fairvoy Private Wealth, LLC logo Fairvoy Private Wealth, LLC
High 77
463
6
8
Cookson Peirce Wealth Management logo Cookson Peirce Wealth Management
High 77
1,544
20
29
FSA Wealth Partners logo FSA Wealth Partners
High 78
698
9
16
TrueWealth Advisors, LLC logo TrueWealth Advisors, LLC
High 78
1,090
14
21
Nikulski Financial, Inc. logo Nikulski Financial, Inc.
High 78
468
6
10
Onyx Bridge Wealth Group LLC logo Onyx Bridge Wealth Group LLC
High 78
1,794
23
32
NPF Investment Advisors logo NPF Investment Advisors
High 78
938
12
18
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
Quattro Advisors L.L.C. logo Quattro Advisors L.L.C.
High 78
392
5
6
Kimery Wealth Management, LLC logo Kimery Wealth Management, LLC
High 79
471
6
10
Century Management Financial Advisors logo Century Management Financial Advisors
High 79
707
9
16
Bulman Wealth Group logo Bulman Wealth Group
High 79
555
7
15
Mountain Capital Investment Advisors Inc logo Mountain Capital Investment Advisors Inc
High 79
1,191
15
17
Element Squared Private Wealth logo Element Squared Private Wealth
High 80
478
6
7
Brighton Securities Corp. logo Brighton Securities Corp.
High 80
1,753
22
26
CFO4Life logo CFO4Life
High 80
877
11
22
MBR Financial logo MBR Financial
High 80
480
6
10
Neville, Rodie & Shaw Inc logo Neville, Rodie & Shaw Inc
High 80
320
4
13
Invista Advisors logo Invista Advisors
High 80
640
8
8
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
Bellwether Wealth logo Bellwether Wealth
High 80
482
6
12
Blue Bell Private Wealth Management, LLC logo Blue Bell Private Wealth Management, LLC
High 80
804
10
13
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
Invest Capital Partners logo Invest Capital Partners
High 81
647
8
13
Rea Wealth Management logo Rea Wealth Management
High 81
890
11
20
Redwood Wealth Management, LLC logo Redwood Wealth Management, LLC
High 81
243
3
3
Clayton Financial Group, LLC logo Clayton Financial Group, LLC
High 81
243
3
7
Hemsley Advisors, Ltd. logo Hemsley Advisors, Ltd.
High 81
324
4
5
Opal Wealth Advisors, LLC logo Opal Wealth Advisors, LLC
High 81
730
9
20
LEGACY FINANCIAL Advisors, INC. logo LEGACY FINANCIAL Advisors, INC.
High 82
1,061
13
21
Sherrill & Hutchins Financial Advisory Inc logo Sherrill & Hutchins Financial Advisory Inc
High 82
409
5
8
Cornerstone Wealth logo Cornerstone Wealth
High 82
2,373
29
50
Boldin Advisors logo Boldin Advisors
High 82
821
10
15
Bush Wealth Management logo Bush Wealth Management
High 82
494
6
12
Moisand Fitzgerald Tamayo, LLC logo Moisand Fitzgerald Tamayo, LLC
High 82
906
11
30
BCG Securities, inc. logo BCG Securities, inc.
High 82
2,060
25
55
MTM Investment Management, LLC logo MTM Investment Management, LLC
High 83
414
5
8
Fragasso Financial Advisors logo Fragasso Financial Advisors
High 83
2,073
25
35
Rainey & Randall Wealth Advisors, Inc. logo Rainey & Randall Wealth Advisors, Inc.
High 83
332
4
7
Wellesley Asset Management, Inc. logo Wellesley Asset Management, Inc.
High 83
1,246
15
30
Caldwell Advisors, LLC logo Caldwell Advisors, LLC
High 83
499
6
8
Kingsmark Private Financial Advisors, LLC logo Kingsmark Private Financial Advisors, LLC
High 83
416
5
9
RVW Wealth LLC logo RVW Wealth LLC
High 83
834
10
11
RAI Wealth logo RAI Wealth
High 84
418
5
12
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
Sound View Wealth Advisors Group, LLC logo Sound View Wealth Advisors Group, LLC
High 84
927
11
19
SGH Wealth Management logo SGH Wealth Management
High 85
423
5
12
George M. Hiller Companies, LLC logo George M. Hiller Companies, LLC
High 85
423
5
5
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
Navalign, LLC logo Navalign, LLC
High 85
680
8
10
Research Financial Strategies logo Research Financial Strategies
High 85
511
6
10
Apex Strategic Wealth, LLC logo Apex Strategic Wealth, LLC
High 85
597
7
8
Phillips and Company Advisors LLC logo Phillips and Company Advisors LLC
High 85
1,110
13
19
Prosperity Financial Group, Inc. logo Prosperity Financial Group, Inc.
High 85
598
7
10
Proactive Wealth Strategies, LLC logo Proactive Wealth Strategies, LLC
High 86
429
5
5
Summit Asset Management LLC logo Summit Asset Management LLC
High 86
515
6
8
West Michigan Advisors logo West Michigan Advisors
High 86
1,378
16
23
Abich Financial Wealth Management, LLC logo Abich Financial Wealth Management, LLC
High 86
517
6
28
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
Allied Investment Advisors LLC logo Allied Investment Advisors LLC
High 87
953
11
12
Bookends Financial Planning logo Bookends Financial Planning
High 87
520
6
10
Park Place Capital Corporation logo Park Place Capital Corporation
High 87
607
7
20
Kiplinger Wealth Advisors logo Kiplinger Wealth Advisors
High 87
434
5
5
Tactive Advisors, LLC logo Tactive Advisors, LLC
High 87
1,564
18
18
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
GK Wealth Management LLC logo GK Wealth Management LLC
High 88
525
6
6
Curran Financial Partners, LLC logo Curran Financial Partners, LLC
High 88
1,314
15
30
My Prosper Team logo My Prosper Team
High 88
438
5
5
SFE Investment Counsel Inc. logo SFE Investment Counsel Inc.
High 88
877
10
14
Tradition Wealth Management LLC logo Tradition Wealth Management LLC
High 88
2,107
24
32
ELE Advisory Services, Inc logo ELE Advisory Services, Inc
High 88
1,143
13
13
Sackett Wealth Advisors, Inc. logo Sackett Wealth Advisors, Inc.
High 88
440
5
5
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
McGlone Suttner Wealth Management, Inc. logo McGlone Suttner Wealth Management, Inc.
High 89
708
8
14
Cross Border Wealth, LLC logo Cross Border Wealth, LLC
High 89
531
6
6
Aspire Private Capital logo Aspire Private Capital
High 89
709
8
9
Rhodes Investment Advisors, Inc. logo Rhodes Investment Advisors, Inc.
High 89
799
9
9
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
AssetBuilder, Inc. logo AssetBuilder, Inc.
High 89
714
8
11
Empire Financial Management Company, LLC logo Empire Financial Management Company, LLC
High 89
982
11
12
Rembert Pendleton Jackson
High 90
1,434
16
20
Cornerstone Advisory logo Cornerstone Advisory
High 90
808
9
19
O'Hagan Group, Inc. logo O'Hagan Group, Inc.
High 90
900
10
10
Delta Asset Management, LLC logo Delta Asset Management, LLC
High 91
543
6
10
Probity Advisors, Inc. logo Probity Advisors, Inc.
High 91
543
6
9
Guidestone Advisors
High 91
2,087
23
34
Waddell & Associates, LLC logo Waddell & Associates, LLC
High 91
1,001
11
21
Balanced Wealth Group LLC logo Balanced Wealth Group LLC
High 91
455
5
11
Legacy Wealth Management, LLC logo Legacy Wealth Management, LLC
High 91
1,460
16
22
FBB Capital Partners logo FBB Capital Partners
High 91
1,004
11
21
Skinner, Copper & Ehmen Wealth Management, LLC logo Skinner, Copper & Ehmen Wealth Management, LLC
High 92
549
6
10
Salomon and Ludwin logo Salomon and Ludwin
High 92
459
5
12
Convergence Financial logo Convergence Financial
High 92
2,665
29
29
Cahill Financial Advisors, Inc. logo Cahill Financial Advisors, Inc.
High 92
1,109
12
22
Delta Advisory Group, Inc. logo Delta Advisory Group, Inc.
High 94
468
5
8
Ascent Wealth Partners, LLC logo Ascent Wealth Partners, LLC
High 94
1,036
11
17
Jackson Thornton Wealth Management, LLC logo Jackson Thornton Wealth Management, LLC
High 94
943
10
16
Forthright Wealth Management, LLC logo Forthright Wealth Management, LLC
High 95
567
6
10
Integrated Financial Strategies, LLC logo Integrated Financial Strategies, LLC
High 95
474
5
5
RIA Advisors logo RIA Advisors
High 95
1,235
13
16
Managed Asset Portfolios, LLC logo Managed Asset Portfolios, LLC
High 95
1,620
17
22
The Wealth Alliance, LLC logo The Wealth Alliance, LLC
High 95
1,144
12
29
Lebenthal Global Advisors, LLC logo Lebenthal Global Advisors, LLC
High 95
2,385
25
30
Pettinga Financial Advisors, LLC logo Pettinga Financial Advisors, LLC
High 95
668
7
11
Basepoint Wealth, LLC logo Basepoint Wealth, LLC
High 96
1,242
13
24
Lantz Financial LLC logo Lantz Financial LLC
High 96
669
7
13
Market Street Wealth Management logo Market Street Wealth Management
High 96
1,052
11
19
Base Wealth Management logo Base Wealth Management
High 96
861
9
15
Carrera Capital Advisors logo Carrera Capital Advisors
High 96
957
10
13
Mag Cap logo Mag Cap
High 96
1,437
15
18
Wilson Wealth Management Group, L. L. C. logo Wilson Wealth Management Group, L. L. C.
High 96
480
5
5
Strive Financial Group, LLC logo Strive Financial Group, LLC
High 96
769
8
11
Freedom Investment Management, Inc. logo Freedom Investment Management, Inc.
High 97
485
5
9
Mayfair Advisory Group, LLC logo Mayfair Advisory Group, LLC
High 97
389
4
4
LYNCH & Associates logo LYNCH & Associates
High 97
681
7
7
Gettings Busch Wealth Management logo Gettings Busch Wealth Management
High 97
877
9
10
Affiance Financial LLC logo Affiance Financial LLC
High 98
1,178
12
25
HHM Wealth Advisors, LLC logo HHM Wealth Advisors, LLC
High 98
1,180
12
20
Armstrong Advisory Group Inc. logo Armstrong Advisory Group Inc.
High 99
1,489
15
22
3Edge Asset Management, LP logo 3Edge Asset Management, LP
High 99
1,489
15
24
Heritage Investment Group, Inc. logo Heritage Investment Group, Inc.
High 99
894
9
21
ALTA Capital Management LLC logo ALTA Capital Management LLC
High 99
1,193
12
19
Allen Capital Group, LLC logo Allen Capital Group, LLC
High 100
2,189
22
38
Young Richard C & Co Ltd logo Young Richard C & Co Ltd
High 100
798
8
14
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
Stephens Group Asset Management, LLC logo Stephens Group Asset Management, LLC
High 100
200
2
4
Disciplined Equity Management, Inc. logo Disciplined Equity Management, Inc.
High 101
201
2
4
Shufro, Rose & CO., LLC logo Shufro, Rose & CO., LLC
High 101
1,207
12
27
Townsend logo Townsend
High 101
1,514
15
30
John E. Sestina and Company logo John E. Sestina and Company
High 101
808
8
19
Simplified Wealth Management logo Simplified Wealth Management
High 101
707
7
9
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
Manchester Financial Inc logo Manchester Financial Inc
High 102
1,018
10
19
Veridian Capital Partners logo Veridian Capital Partners
High 102
816
8
8
Trinity Strategic Wealth logo Trinity Strategic Wealth
High 102
1,735
17
27
Inspirion Wealth Advisors, LLC logo Inspirion Wealth Advisors, LLC
High 102
920
9
12
TMB Capital Partners, LLC logo TMB Capital Partners, LLC
High 102
409
4
6
Trebuchet Consulting, LLC
High 103
410
4
7
Fortis Group Advisors LLC logo Fortis Group Advisors LLC
High 103
2,566
25
29
Concord Wealth Partners logo Concord Wealth Partners
High 103
1,232
12
20
TSFG, LLC logo TSFG, LLC
High 103
1,337
13
19
Lifespan Financial Strategies, Inc. logo Lifespan Financial Strategies, Inc.
High 103
515
5
6
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
Mitchell, Mcleod, Pugh & Williams, Inc. logo Mitchell, Mcleod, Pugh & Williams, Inc.
High 104
935
9
15
SyntheticFi LLC logo SyntheticFi LLC
High 104
624
6
10
Money Management Services Inc logo Money Management Services Inc
High 104
521
5
12
Wiser Wealth Management, Inc logo Wiser Wealth Management, Inc
High 104
521
5
11
WealthPLAN Partners logo WealthPLAN Partners
High 105
1,677
16
56
The Millstone Evans Group, LLC logo The Millstone Evans Group, LLC
High 105
630
6
8
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
Linden Thomas Advisory Services, LLC logo Linden Thomas Advisory Services, LLC
High 106
1,268
12
14
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
Northwest Financial Advisors LLC logo Northwest Financial Advisors LLC
High 106
1,908
18
37
Longview Wealth Management logo Longview Wealth Management
High 107
1,173
11
24
Sollinda Capital Management LLC logo Sollinda Capital Management LLC
High 107
1,710
16
20
First Financial Coaching, Inc. logo First Financial Coaching, Inc.
High 107
1,500
14
14
Chicago Investment Advisory Group logo Chicago Investment Advisory Group
High 107
751
7
7
St. Denis J. Villere & Co., LLC logo St. Denis J. Villere & Co., LLC
High 108
323
3
5
Fourthought Financial Partners, LLC. logo Fourthought Financial Partners, LLC.
High 108
970
9
20
Bouchey Financial Group Ltd logo Bouchey Financial Group Ltd
High 108
1,190
11
21
Compak Asset Management logo Compak Asset Management
High 108
1,734
16
20
The Nemes Rush Group, LLC logo The Nemes Rush Group, LLC
High 108
759
7
17
Kerr Wealth Management logo Kerr Wealth Management
High 109
543
5
5
IBEX Wealth Advisors, LLC logo IBEX Wealth Advisors, LLC
High 109
869
8
10
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
Collegiate Capital Management, Inc. logo Collegiate Capital Management, Inc.
Very High 110
438
4
8
Avaii Wealth Management, LLC logo Avaii Wealth Management, LLC
Very High 110
986
9
18
Denver Wealth Management, Inc. logo Denver Wealth Management, Inc.
Very High 110
986
9
18
Flaharty Asset Management, LLC logo Flaharty Asset Management, LLC
Very High 110
1,104
10
10
Intellus Advisors, LLC logo Intellus Advisors, LLC
Very High 111
1,002
9
15
Magnus Financial Group LLC logo Magnus Financial Group LLC
Very High 111
1,114
10
24
Park Capital Management, LLC logo Park Capital Management, LLC
Very High 111
557
5
9
Meld Financial, Inc. logo Meld Financial, Inc.
Very High 111
1,114
10
15
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
Stablepoint Partners, LLC logo Stablepoint Partners, LLC
Very High 112
561
5
11
Pettyjohn, Wood & White, Inc. logo Pettyjohn, Wood & White, Inc.
Very High 112
562
5
6
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
Spinnaker Investment Group, LLC logo Spinnaker Investment Group, LLC
Very High 113
902
8
11
Valley National Advisers Inc logo Valley National Advisers Inc
Very High 113
1,353
12
13
MSH Capital Advisors LLC logo MSH Capital Advisors LLC
Very High 113
2,257
20
35
Firethorn Wealth Partners, LLC logo Firethorn Wealth Partners, LLC
Very High 113
679
6
9
Instrumental Wealth, LLC logo Instrumental Wealth, LLC
Very High 114
568
5
12
Outlook Wealth Advisors, LLC logo Outlook Wealth Advisors, LLC
Very High 114
569
5
11
Ashton Thomas Securities, LLC logo Ashton Thomas Securities, LLC
Very High 114
2,281
20
46
Terra Wealth logo Terra Wealth
Very High 114
572
5
13
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
TSG Advice Partners, LLC logo TSG Advice Partners, LLC
Very High 115
1,152
10
16
Moldenhauer & Associates logo Moldenhauer & Associates
Very High 115
1,152
10
15
WNY Asset Management, LLC logo WNY Asset Management, LLC
Very High 116
3,234
28
35
Beese Fulmer Private Wealth Management logo Beese Fulmer Private Wealth Management
Very High 116
810
7
14
Cadence Wealth Management LLC logo Cadence Wealth Management LLC
Very High 116
696
6
7
Strategy Financial Group logo Strategy Financial Group
Very High 117
1,051
9
20
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
CoreVision Financial Group logo CoreVision Financial Group
Very High 117
1,290
11
11
SFG Wealth Management logo SFG Wealth Management
Very High 117
1,173
10
19
Argent Advisors, Inc. logo Argent Advisors, Inc.
Very High 118
1,410
12
27
OxenFree Financial logo OxenFree Financial
Very High 118
941
8
8
BCS Wealth Management, LLC logo BCS Wealth Management, LLC
Very High 118
824
7
12
Arbor Investment Advisors logo Arbor Investment Advisors
Very High 118
471
4
8
Dupree Financial Group, LLC logo Dupree Financial Group, LLC
Very High 118
825
7
7
Jamison Private Wealth Management, Inc. logo Jamison Private Wealth Management, Inc.
Very High 118
472
4
5
Antolino Wealth Advisors logo Antolino Wealth Advisors
Very High 118
944
8
28
KMG Fiduciary Partners, LLC logo KMG Fiduciary Partners, LLC
Very High 118
1,301
11
16
StrongBox Wealth, LLC logo StrongBox Wealth, LLC
Very High 119
474
4
7
Stenger Family Office, LLC logo Stenger Family Office, LLC
Very High 119
833
7
10
Peak Planning Group, LLC logo Peak Planning Group, LLC
Very High 120
838
7
11
Ellenbecker Investment Group logo Ellenbecker Investment Group
Very High 120
2,277
19
51
Hughes Financial Services, LLC logo Hughes Financial Services, LLC
Very High 120
839
7
12
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
Eclectic Associates, Inc. logo Eclectic Associates, Inc.
Very High 121
1,207
10
17
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
Ballew Advisors Inc logo Ballew Advisors Inc
Very High 122
853
7
11
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
Waters, Parkerson & Co., LLC logo Waters, Parkerson & Co., LLC
Very High 124
741
6
12
Legacy Financial Independent Advisors LLC logo Legacy Financial Independent Advisors LLC
Very High 124
741
6
8
Sunburst Financial Group, LLC logo Sunburst Financial Group, LLC
Very High 124
865
7
9
Steel Grove Capital Advisors, LLC logo Steel Grove Capital Advisors, LLC
Very High 124
867
7
13
Alexander Investment Services Co. logo Alexander Investment Services Co.
Very High 124
1,240
10
12
Grantvest Financial Group LLC logo Grantvest Financial Group LLC
Very High 124
620
5
5
Rubicon Advisors logo Rubicon Advisors
Very High 125
1,370
11
20
Jay A. Fishman, Ltd logo Jay A. Fishman, Ltd
Very High 125
501
4
8
Paulson Wealth Management Inc. logo Paulson Wealth Management Inc.
Very High 126
379
3
11
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
Dew Point Capital logo Dew Point Capital
Very High 127
509
4
4
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
Jackson Wealth Management, LLC logo Jackson Wealth Management, LLC
Very High 129
900
7
10
Goldstone Financial Group, LLC logo Goldstone Financial Group, LLC
Very High 129
1,675
13
43
12 Th Street Asset Management logo 12 Th Street Asset Management
Very High 129
517
4
5
Commonwealth Financial Services logo Commonwealth Financial Services
Very High 130
2,216
17
26
Blue Water Asset Management logo Blue Water Asset Management
Very High 131
916
7
10
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
Check Capital Management Inc logo Check Capital Management Inc
Very High 132
1,192
9
12
E. S. Barr & Company logo E. S. Barr & Company
Very High 133
398
3
6
American Financial Advisors Inc logo American Financial Advisors Inc
Very High 133
799
6
8
Carson Advisory Group logo Carson Advisory Group
Very High 133
933
7
7
Montz Harcus Wealth Management logo Montz Harcus Wealth Management
Very High 133
667
5
9
Chicago Oakbrook Financial Group logo Chicago Oakbrook Financial Group
Very High 134
1,336
10
19
Werba Rubin Papier Wealth Management, LLC logo Werba Rubin Papier Wealth Management, LLC
Very High 134
670
5
18
Howe and Rusling, Inc. logo Howe and Rusling, Inc.
Very High 135
1,081
8
26
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
Jennings & Associates Financial Advisors, LLC logo Jennings & Associates Financial Advisors, LLC
Very High 136
680
5
8
Roundview Capital, LLC logo Roundview Capital, LLC
Very High 136
544
4
13
Slagle Financial, LLC logo Slagle Financial, LLC
Very High 137
1,510
11
21
Legacy Wealth Management Group, Inc. logo Legacy Wealth Management Group, Inc.
Very High 138
963
7
19
Pace Financial Advisors logo Pace Financial Advisors
Very High 138
1,240
9
9
J. L. Bainbridge & Co., Inc. logo J. L. Bainbridge & Co., Inc.
Very High 138
828
6
11
Rockbridge Investment Management, LLC logo Rockbridge Investment Management, LLC
Very High 138
1,518
11
18
Values First Advisors, Inc. logo Values First Advisors, Inc.
Very High 138
967
7
12
W.A. Smith Financial Group logo W.A. Smith Financial Group
Very High 139
1,665
12
27
Vertis Wealth, LLC logo Vertis Wealth, LLC
Very High 139
833
6
17
Greatmark Investment Partners, Inc. logo Greatmark Investment Partners, Inc.
Very High 140
420
3
7
Rollins Financial Advisors, LLC logo Rollins Financial Advisors, LLC
Very High 140
982
7
14
Alliance Wealth Management Partners LLC
Very High 141
706
5
13
Maple Capital Management, Inc. logo Maple Capital Management, Inc.
Very High 142
1,563
11
27
MEDIQUS Asset Advisors, Inc. logo MEDIQUS Asset Advisors, Inc.
Very High 142
711
5
11
Professional Planning Group logo Professional Planning Group
Very High 142
1,281
9
16
Aljian Capital Management logo Aljian Capital Management
Very High 143
428
3
3
Rothschild Wealth LLC logo Rothschild Wealth LLC
Very High 143
3,569
25
27
Acorn Financial Advisory Services, Inc. logo Acorn Financial Advisory Services, Inc.
Very High 144
2,584
18
18
Barrett & Company logo Barrett & Company
Very High 144
576
4
7
Lighthouse Wealth Strategies, LLC logo Lighthouse Wealth Strategies, LLC
Very High 144
866
6
13
Intrepid Financial Planning Group, LLC logo Intrepid Financial Planning Group, LLC
Very High 144
1,444
10
10
Walsh & Associates, LLC logo Walsh & Associates, LLC
Very High 145
1,307
9
15
Synergy Investment Management LLC logo Synergy Investment Management LLC
Very High 145
2,469
17
22
Stonebrook Private LLC logo Stonebrook Private LLC
Very High 146
582
4
11
Compass Financial Advisory Services, LLC logo Compass Financial Advisory Services, LLC
Very High 147
1,031
7
12
Total Investment Management, Inc. logo Total Investment Management, Inc.
Very High 148
1,184
8
12
Hubbell Strickland Wealth Management, LLC logo Hubbell Strickland Wealth Management, LLC
Very High 148
444
3
3
Deltec Asset Management LLC logo Deltec Asset Management LLC
Very High 148
148
1
15
Brogan Financial logo Brogan Financial
Very High 148
741
5
31
Hamilton Wealth, LLC logo Hamilton Wealth, LLC
Very High 149
447
3
4
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
Wisdom Financial Services, L.L.C. logo Wisdom Financial Services, L.L.C.
Very High 152
1,518
10
14
Hendricks Wealth and Estate Management logo Hendricks Wealth and Estate Management
Very High 152
913
6
7
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
McLaughlin Ryder Investments, Inc. logo McLaughlin Ryder Investments, Inc.
Very High 155
465
3
3
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
Financial Security Management, Inc
Very High 157
1,102
7
7
Independent Solutions Wealth Management, LLC logo Independent Solutions Wealth Management, LLC
Very High 158
4,265
27
30
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
Advisors Management Group Inc logo Advisors Management Group Inc
Very High 159
1,912
12
17
CWS Financial Advisors LLC logo CWS Financial Advisors LLC
Very High 160
802
5
12
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
Acorn Wealth Advisors, LLC logo Acorn Wealth Advisors, LLC
Very High 162
809
5
5
Southern Capital Advisors, LLC logo Southern Capital Advisors, LLC
Very High 162
812
5
5
Global Wealth Management Investment Advisory, Inc. logo Global Wealth Management Investment Advisory, Inc.
Very High 163
1,626
10
42
Aspire Capital Advisors LLC logo Aspire Capital Advisors LLC
Very High 163
1,956
12
22
Cloud Investments, LLC logo Cloud Investments, LLC
Very High 163
980
6
6
Rogan & Associates logo Rogan & Associates
Very High 165
1,481
9
14
Wealth Preservation Advisors, LLC logo Wealth Preservation Advisors, LLC
Very High 165
330
2
3
Carter Financial Group, Inc. logo Carter Financial Group, Inc.
Very High 165
826
5
9
Valley Wealth Strategies, LLC logo Valley Wealth Strategies, LLC
Very High 165
3,966
24
59
Financial Innovations, LLC logo Financial Innovations, LLC
Very High 167
334
2
2
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
Saratoga Research & Investment Management logo Saratoga Research & Investment Management
Very High 170
2,554
15
21
Sterling Investment Counsel, LLC logo Sterling Investment Counsel, LLC
Very High 171
853
5
9
Tempo Wealth logo Tempo Wealth
Very High 171
853
5
12
GuideStream Financial, Inc. logo GuideStream Financial, Inc.
Very High 171
854
5
9
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
HFR Wealth Management, LLC
Very High 181
361
2
6
Gemmer Asset Management LLC logo Gemmer Asset Management LLC
Very High 181
1,270
7
16
Kaydan Wealth Management, Inc. logo Kaydan Wealth Management, Inc.
Very High 183
1,098
6
18
Financial Strategies Group, Inc logo Financial Strategies Group, Inc
Very High 183
1,281
7
27
Grandfield & Dodd, LLC logo Grandfield & Dodd, LLC
Very High 186
742
4
16
Orange Investment Advisors, Inc. logo Orange Investment Advisors, Inc.
Very High 187
1,307
7
18
210 Financial logo 210 Financial
Very High 187
936
5
16
Lipe & Dalton Investment Counsel logo Lipe & Dalton Investment Counsel
Very High 188
376
2
2
Campbell Deegan Financial logo Campbell Deegan Financial
Very High 192
766
4
7
Safeguard Investment Advisory Group, LLC logo Safeguard Investment Advisory Group, LLC
Very High 192
1,726
9
25
Strategic Wealth Partners, Ltd. logo Strategic Wealth Partners, Ltd.
Very High 192
3,646
19
24
Bruni J V & Co logo Bruni J V & Co
Very High 193
386
2
5
Intergy Private Wealth, LLC logo Intergy Private Wealth, LLC
Very High 193
580
3
8
Berkeley Capital Partners, LLC logo Berkeley Capital Partners, LLC
Very High 195
1,557
8
11
Mach-1 Financial Group, LLC logo Mach-1 Financial Group, LLC
Very High 196
1,566
8
20
Magnate Advisory Services, LLC logo Magnate Advisory Services, LLC
Very High 197
1,572
8
8
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
New England Capital Financial Advisors LLC logo New England Capital Financial Advisors LLC
Very High 198
1,185
6
12
Asset Dedication, LLC logo Asset Dedication, LLC
Very High 199
1,986
10
10
Adk Wealth Advisory Group logo Adk Wealth Advisory Group
Very High 199
1,195
6
14
Meeder Advisory Services, Inc. logo Meeder Advisory Services, Inc.
Very High 200
3,594
18
73
Cullinan Associates, Inc. logo Cullinan Associates, Inc.
Very High 200
599
3
17
Ignite Planners LLC logo Ignite Planners LLC
Very High 200
4,605
23
36
The Lloyd Advisory Group logo The Lloyd Advisory Group
Very High 200
1,202
6
13
Rooted Wealth Advisors logo Rooted Wealth Advisors
Very High 201
1,605
8
22
Fermata Advisors logo Fermata Advisors
Very High 201
2,815
14
27
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
Hahn Financial Group logo Hahn Financial Group
Very High 205
1,846
9
16
724 Capital, LLC logo 724 Capital, LLC
Very High 208
1,247
6
13
Vestia Personal Wealth Advisors logo Vestia Personal Wealth Advisors
Very High 209
3,970
19
31
North Star Investment Management Corporation logo North Star Investment Management Corporation
Very High 211
2,536
12
26
Oak Harbor Wealth Partners, LLC logo Oak Harbor Wealth Partners, LLC
Very High 213
425
2
8
Horizon Wealth Management logo Horizon Wealth Management
Very High 213
1,280
6
10
Whitaker-Myers Wealth Managers, Ltd. logo Whitaker-Myers Wealth Managers, Ltd.
Very High 214
3,422
16
29
REAP Financial Group, LLC logo REAP Financial Group, LLC
Very High 214
1,284
6
28
Johnson Brunetti logo Johnson Brunetti
Very High 216
6,038
28
64
Key Client Fiduciary Advisors, LLC logo Key Client Fiduciary Advisors, LLC
Very High 220
2,195
10
10
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
Chatterton & Associates logo Chatterton & Associates
Very High 220
1,542
7
31
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
Colonial River Wealth Management LLC logo Colonial River Wealth Management LLC
Very High 225
1,798
8
21
WestEnd Advisors, LLC logo WestEnd Advisors, LLC
Very High 225
4,050
18
29
Stanley-Laman Group Ltd. logo Stanley-Laman Group Ltd.
Very High 225
225
1
24
Traynor Capital Management logo Traynor Capital Management
Very High 227
1,590
7
12
CGC Financial Services logo CGC Financial Services
Very High 228
1,140
5
13
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
Richard Young Advisors logo Richard Young Advisors
Very High 243
1,940
8
16
Evergreen Advisors, LLC logo Evergreen Advisors, LLC
Very High 244
487
2
6
Tamar Securities, LLC logo Tamar Securities, LLC
Very High 247
4,198
17
22
CovingtonAlsina logo CovingtonAlsina
Very High 247
1,236
5
5
M Financial Asset Management, Inc. logo M Financial Asset Management, Inc.
Very High 249
995
4
5
Iron Gate Global Advisors logo Iron Gate Global Advisors
Very High 251
1,760
7
7
Parady Wealth Management
Very High 252
1,261
5
19
Diligent Investors, LLC logo Diligent Investors, LLC
Very High 254
761
3
3
Jacksonville Wealth Management logo Jacksonville Wealth Management
Very High 255
1,020
4
13
Strategic Planning Group logo Strategic Planning Group
Very High 264
1,582
6
20
Guerra Wealth Advisors logo Guerra Wealth Advisors
Very High 268
2,951
11
12
Weaver Consulting Group, LLC logo Weaver Consulting Group, LLC
Very High 271
1,085
4
7
Oasis Advisors
Very High 277
4,987
18
26
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
Dynamic Financial Group logo Dynamic Financial Group
Very High 287
862
3
3
AM Investment Strategies, LLC
Very High 288
576
2
5
Strategic Investment Solutions, Inc. logo Strategic Investment Solutions, Inc.
Very High 289
2,600
9
14
Melia Wealth LLC logo Melia Wealth LLC
Very High 291
1,163
4
7
Capital Investment Counsel Inc logo Capital Investment Counsel Inc
Very High 297
1,186
4
10
FREC logo FREC
Very High 298
1,789
6
7
BHK Investment Advisors logo BHK Investment Advisors
Very High 304
304
1
9
Investment Advisory Group LLC logo Investment Advisory Group LLC
Very High 308
1,542
5
10
Forge Financial logo Forge Financial
Very High 312
4,674
15
15
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
Bright Financial Advisors, Inc. logo Bright Financial Advisors, Inc.
Very High 332
663
2
12
Giverny Capital Asset Management
Very High 337
337
1
3
N.E.W. Advisory Services, LLC logo N.E.W. Advisory Services, LLC
Very High 346
4,842
14
23
GFP Private Wealth logo GFP Private Wealth
Very High 347
693
2
30
Q3 Asset Management Corporation logo Q3 Asset Management Corporation
Very High 348
2,780
8
12
McMill CPA and Advisors logo McMill CPA and Advisors
Very High 348
5,574
16
50
Ciccarelli Advisory Services Inc logo Ciccarelli Advisory Services Inc
Very High 355
3,553
10
16
Cardiff Park Advisors logo Cardiff Park Advisors
Very High 358
358
1
6
Euro Pacific Asset Management, LLC logo Euro Pacific Asset Management, LLC
Very High 359
3,587
10
14
Woodard & Co Asset Management Group Inc logo Woodard & Co Asset Management Group Inc
Very High 361
1,806
5
5
Allen Wealth Management, LLC logo Allen Wealth Management, LLC
Very High 366
1,099
3
7
Barnes Pettey Financial Advisors, LLC logo Barnes Pettey Financial Advisors, LLC
Very High 378
3,024
8
13
Southern Financial Group, LLC logo Southern Financial Group, LLC
Very High 380
1,140
3
8
Compass Financial Group, INC logo Compass Financial Group, INC
Very High 382
2,675
7
13
Baltimore-Washington Financial Advisors logo Baltimore-Washington Financial Advisors
Very High 406
5,272
13
36
American Financial Advisors, LLC. logo American Financial Advisors, LLC.
Very High 408
816
2
6
180 Wealth Advisors, LLC logo 180 Wealth Advisors, LLC
Very High 440
1,320
3
11
Abner Herrman & Brock, LLC logo Abner Herrman & Brock, LLC
Very High 450
2,251
5
13
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
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
Financial Concepts logo Financial Concepts
Very High 504
2,518
5
19
Mariner logo Mariner
Very High 505
3,537
7
13
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
Main Street Retirement Planning, LLC logo Main Street Retirement Planning, LLC
Very High 563
1,688
3
3
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
Sgroi Wealth Advisory Group LLC logo Sgroi Wealth Advisory Group LLC
Very High 695
7,647
11
27
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
Fagan Associates Inc logo Fagan Associates Inc
Very High 882
1,763
2
7
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
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")