AUM per client for Independent firms serving clients in California

Independent firms active in California 1,787 firms

Very Low $31K-$240K

Low $240K-$470K

Typical $470K-$840K

High $840K-$1.5M

Very High $1.5M-$3.6M

5th 20th 40th 60th 80th 95th

Median: $640K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Evidence Based Investing, LLC	Very Low $0	$0	3	0%
George Hill Asset Management, LLC	High $1.3M	$3.8M	3	100%
Global Wealth Management	Low $350K	$1.1M	3	0%
Granada Capital Management, LLC	Low $330K	$1M	3	0%
Harvey Wealth Management LLC	Very High $2.2M	$6.5M	3	100%
Hevel Capital, LLC	Typical $580K	$1.7M	3	0%
Huayu Tsu Investment Management	Low $430K	$1.3M	3	0%
Hughes Wealth Management Incorporated	Very High $1.9M	$5.7M	3	100%
Irontree Wealth Management, Inc.	Low $350K	$1.1M	3	0%
John Nuckel LLC	Very High $4.7M	$14M	3	100%
Joseph C. Longo, Attorney At Law	Very Low $0	$0	3	0%
JPL Wealth Management	Low $240K	$720K	3	0%
Kelly Investment Management, LLC	Very Low $190K	$570K	3	0%
MedCentric Financial Network	—	—	3	0%
Meriwether Family Office, LLC	—	—	3	0%
Midway Partners Capital Management, LLC	Typical $490K	$1.5M	3	0%
Pacific Trust Wealth Management	Low $390K	$1.2M	3	100%
Portage Capital Management LLC	Very High $6.4M	$19M	3	100%
Sdmi Insurance And Financial Services	Low $350K	$1.1M	3	0%
Shepherd Advisor	Low $260K	$780K	3	0%
Shift to Impact	Very Low $0	$0	3	33%
Silverback Capital Management	Very Low $140K	$410K	3	33%
Spiritus Financial Planning	Very High $2.2M	$6.5M	3	33%
Stamper Capital & Investments, Inc.	Typical $810K	$2.4M	3	33%
Stebnicki Financial Planning	Typical $620K	$1.9M	3	33%
The $ Coach, LLC	Very Low $58K	$170K	3	0%
The Cornish Group LLC dba Cornish Financial Services Group	—	—	3	0%
Truetide Wealth	—	—	3	0%
Trusted Path Wealth Management, LLC	High $1.2M	$3.6M	3	33%
Turbo-Calc, LLC	Low $250K	$750K	3	100%
Unlock Investments	Very Low $70K	$210K	3	100%
Venado Investment Advisors LLC	Low $330K	$1M	3	100%
WesCal Wealth LLC	Very High $2.3M	$7M	3	33%
Wholeness Financial	Very Low $180K	$540K	3	0%
Worthique	Low $250K	$760K	3	67%
Aalexander LLC	Very Low $280	$1.1K	4	0%
Anora Wealth	Typical $480K	$1.9M	4	0%
BridgeLane Financial	Very Low $210K	$850K	4	0%
Brookside Wealth Management LLC	Very High $1.6M	$6.3M	4	100%
Centricity Financial LLC	Very High $2.1M	$8.5M	4	100%
Clarity Financial	Very Low $120K	$460K	4	0%
Crystal Investment Management	High $1.4M	$5.5M	4	75%
De Novo Capital LLC	Typical $710K	$2.8M	4	0%
Evergreen Capital Holdings, LLC	High $1M	$4.2M	4	100%
Full Compass Investment Advisors	Low $240K	$950K	4	0%
Gator Investment Advisors, LLC	Typical $590K	$2.4M	4	100%
Hilltop Advisors, LLC	Very High $3.8M	$15M	4	100%
JFD Capital, LLC	High $1.3M	$5M	4	100%
JS Consulting	Very Low $0	$0	4	50%
Kelmar Capital Management, LLC	Very High $2.1M	$8.2M	4	100%
Legacy Road Family Offices	Very High $29M	$120M	4	100%
LW Pacific Investments LLC	Typical $720K	$2.9M	4	0%
Master Structured Alternative Asset Related Strategies, LLC	Low $250K	$1M	4	100%
Measured Money Maneuvers	Low $330K	$1.3M	4	0%
Open Square Capital, LLC	Very High $2.8M	$11M	4	25%
Pamela Plick Wealth Management LLC	Very Low $33K	$130K	4	0%
Saber Asset Management	Very Low $220K	$870K	4	75%
Shorebird, LLC	Low $460K	$1.8M	4	0%
Sila Value Advisors, LLC	Typical $550K	$2.2M	4	25%
SpendVest	—	—	4	0%
SR99Advisors	Very Low $9.7K	$39K	4	0%
Stafford Capital Management LLC	High $1.1M	$4.4M	4	100%
The Wealth Mastery, LLC	Low $460K	$1.9M	4	0%
Trigofi	Very Low $99K	$400K	4	0%
Von Halle, Allan	Typical $750K	$3M	4	25%
7 Summits Investment Management, LLC	Low $250K	$1.2M	5	0%
ACCLARO Wealth Management	High $920K	$4.6M	5	20%
Alpine Peaks Consulting	Very High $5M	$25M	5	20%
Aquarius Financial	Very Low $0	$0	5	0%
ATIP, Inc	Low $240K	$1.2M	5	0%
A. TO Z. Financial Consulting and Wealth Management	Low $420K	$2.1M	5	0%
AVEC LLC	Very High $9M	$45M	5	100%
Barlow, Paul David	Low $330K	$1.6M	5	100%
Boulevard Investment Management LLC	Very High $10M	$50M	5	80%
Bow Stream Investments LLC	Very High $2.1M	$10M	5	100%
Brand New Day Wealth Planning, LLC	—	—	5	0%
Capstan LLC	Very High $7M	$35M	5	100%
CAtrs Teachers Retirement Services LLC	Very Low $0	$0	5	0%
C.D. Allen Wealth Management, LLC	Typical $800K	$4M	5	100%
Consonance Wealth Management	Very High $2.5M	$12M	5	100%
Coryell Capital Management	Low $270K	$1.4M	5	0%
Dan Edwards Investment Advisory Services, LLC	High $1.1M	$5.3M	5	0%
Dirigo Investment Advisors, LLC	Typical $480K	$2.4M	5	100%
Empath Wealth	Very Low $230K	$1.2M	5	20%
Encore Wealth Advisors, LLC	Very High $2.2M	$11M	5	80%
Fidere	Very High $2.2M	$11M	5	100%
Fingage Advisors LLC	Low $420K	$2.1M	5	0%
Firestorm Capital	Very High $1.8M	$9M	5	0%
Harris Wealth Management	Very High $2.6M	$13M	5	0%
Hawk Capital Wealth Management LLC	Typical $740K	$3.7M	5	100%
Hesperian Wealth	Typical $570K	$2.9M	5	20%
Jar Advisor	High $1.1M	$5.5M	5	0%
JMO Financial	Very High $1.7M	$8.3M	5	100%
John Schooler Jones LLC	—	—	5	0%
Kaitz Investments Inc.	Low $410K	$2.1M	5	100%
Kalo Capital Management, LLC	High $1.2M	$5.8M	5	100%
Lodestone Capital Solutions LLC	High $840K	$4.2M	5	40%
Manektala Investment Advisory Services Inc.	High $1.1M	$5.5M	5	100%
Mathematica Capital Management, LLC	High $890K	$4.4M	5	100%
McFarlane Investment Advisory Services Inc.	Typical $730K	$3.7M	5	0%
Moore, Ronald Keith	Typical $700K	$3.5M	5	100%
Newhouse Integrated Financial Advisors LLC	Very High $6M	$30M	5	100%
Novice Capital LLC	Very High $1.9M	$9.4M	5	80%
Pacific Street Advisors LLC	Typical $650K	$3.2M	5	100%
Pillar Point Wealth Management LLC	High $1M	$5.1M	5	0%
PI Wealth Plan LLC	Very High $4.6M	$23M	5	100%
Prince, William L	Very High $1.6M	$7.9M	5	100%
RIHO Partners, LLC	Very High $15M	$76M	5	100%
Rogers Investment Advisors, LLC	Very High $6.7M	$33M	5	100%
Rosasharn Investment Management, LLC	Low $360K	$1.8M	5	0%
ScionAI	Very Low $48K	$240K	5	0%
Shalom Global Capital Group LLC	Very High $1.9M	$9.7M	5	100%
SimplySmart Asset Management	Very High $5.9M	$29M	5	100%
Strasburg Asset Management Company LLC	Very High $1.6M	$8M	5	100%
Stravida Wealth LLC	Low $260K	$1.3M	5	0%
Tailwind Financial Planning LLC	Typical $790K	$4M	5	80%
TPW Finance LLC	Very High $1.7M	$8.6M	5	60%
Tranquil Asset Management LLC	Very High $2.9M	$14M	5	60%
Victorwealth, LLC	Very Low $17K	$85K	5	0%
WJ Consulting LLC	Very Low $110K	$550K	5	0%
Zen Trading LLC	Low $410K	$2M	5	60%
Accel Advisors, Inc.	High $940K	$5.6M	6	67%
Aequitas Financial, LLC	Low $240K	$1.4M	6	0%
Ajax Asset Mgmt., LLC	Very High $2.1M	$13M	6	100%
ALC Capital Management, LLC	Very High $1.8M	$11M	6	100%
Ambrosia Herb Tea, LLC	Low $270K	$1.6M	6	0%
American Legacy Capital	High $980K	$5.9M	6	100%
Analytic Investment Management LLC	High $1.2M	$7.5M	6	100%
Anvik Advisers LLC	Very High $4.5M	$27M	6	100%
Candor Financial, LLC	Very High $18M	$110M	6	100%
Clym LLC	Typical $530K	$3.2M	6	0%
Cogent Investment Advisors LLC	Very High $2.9M	$17M	6	100%
Cowan Capital Advisors	Very High $2.5M	$15M	6	50%
Dan Hassey Investment Advisory	Low $300K	$1.8M	6	0%
DFS Capital Management	Very Low $130K	$750K	6	67%
Finances for Life, LLC	Very Low $130K	$790K	6	0%
First Sigma Capital LLC	Very High $1.7M	$9.9M	6	100%
Forum Private Wealth, LLC	—	—	6	0%
Granite Research, LLC	—	—	6	0%
Griffin Financial	—	—	6	0%
Honor Family Office, LLC	Very High $9.1M	$55M	6	67%
Innovative Wealth Partners, LLC	Very Low $0	$0	6	100%
Interval Capital Management, LLC	High $1.2M	$7.1M	6	100%
InverseWealth LLC	Very Low $220K	$1.3M	6	0%
Investcraft Advisors LLC	High $1.5M	$8.9M	6	0%
Joseph M. Presti Investments	Typical $500K	$3M	6	100%
MCDONNELL Financial Services	Very High $1.6M	$9.7M	6	0%
Mechfi	Very Low $15K	$90K	6	0%
NAV Financial, LLC	Very Low $0	$0	6	0%
Net Income LLC	Low $310K	$1.9M	6	33%
Obel Financial Advisors	Very Low $180K	$1.1M	6	0%
Olive Street Capital Partners LLC	Very High $15M	$90M	6	100%
Optura Advisors, Inc.	Very Low $96K	$570K	6	0%
Phingers and Toze Investments, LLC	Very High $12M	$71M	6	100%
RCM Robinson Capital Management LLC	High $970K	$5.8M	6	100%
Rhubarb Investments, LLC	High $890K	$5.3M	6	100%
Rising Capital Inc.	Very High $5M	$30M	6	100%
Rockridge Money Management LLC	Very High $2.6M	$16M	6	100%
Summit Equity Management, Inc.	Low $410K	$2.5M	6	0%
TaxDude Financial Advisor	Very High $3.3M	$20M	6	0%
Thomas Investment Advisors LLC	Very High $2M	$12M	6	100%
Xpand Investment LLC	Very Low $150K	$900K	6	0%
401K Assist, LLC	—	—	7	0%
ABA Capital LLC	Very High $2.5M	$17M	7	100%
Aneuvia Capital	Very High $1.9M	$13M	7	100%
Astra Wealth Management LLC	Typical $820K	$5.7M	7	0%
Atwima Wealth Management LLC	Very Low $100K	$710K	7	0%
Baker & Associates Registered Investment Advisors, LLC	Very Low $20K	$140K	7	0%
Beacon Financial Management LLC	Typical $530K	$3.7M	7	29%
Brookside Capital Group LLC	Very Low $110K	$800K	7	14%
Capital Planning Group, LLC	Low $420K	$2.9M	7	29%
Carter & Balsam Advisers	Very High $2.2M	$15M	7	57%
Childress Investment Management	Low $470K	$3.3M	7	0%
Dean Peterson Capital Management, LLC	Typical $810K	$5.7M	7	43%
DTCARSON Asset Management	Very Low $79K	$550K	7	0%
Evidencial Financial Consulting	Very High $2.3M	$16M	7	100%
Finmentum LLC	Low $400K	$2.8M	7	86%
Foundation Associates Asset Management Inc.	High $1.3M	$9.4M	7	0%
Green Room Partners LLC	High $1M	$7.1M	7	100%
Hayk Capital	Very Low $110K	$790K	7	0%
Itero Capital, LLC	Very High $8.7M	$61M	7	100%
Jack Point Advisors, LLC	Very High $5M	$35M	7	100%
Joyner Financial Planning LLC	Very Low $0	$0	7	0%
Jt Wealth Management	High $1.5M	$11M	7	100%
JW Golden Gate Investment, LLC	High $1.1M	$7.8M	7	100%
Knight of California LLC	High $1.3M	$8.9M	7	86%
LAMPLIGHTER Capital Management	Low $280K	$2M	7	43%
Legion Financial Advisors	Very High $10M	$71M	7	100%
Leyenda Capital	Very High $7.9M	$55M	7	100%
Liberton Financial LLC	Very Low $13K	$90K	7	0%
Meera Advisory, L.L.C.	Typical $670K	$4.7M	7	100%
MKG Capital Management, LLC	Very High $3M	$21M	7	100%
MK Investment Advisors, LLC	Very High $2.3M	$16M	7	100%
MoneyPro Wealth Management, LLC	Low $260K	$1.8M	7	0%
Munifi, LLC	Very Low $28K	$200K	7	71%
My Money MGR	High $1.1M	$8M	7	0%
Next Level Wealth Management, LLC	High $1M	$7.1M	7	57%
Norberg Capital Management, LLC	Very High $1.6M	$11M	7	100%
OLMA Advisors	Typical $520K	$3.6M	7	14%
Opes Capital Group, LLC	Typical $710K	$5M	7	43%
Pacific Crest Asset Management LLC	Very High $4.1M	$28M	7	0%
Pathfinder Wealth Advisors, LLC	Very High $3M	$21M	7	100%
QTR Capital Management LLC	Very Low $64K	$450K	7	43%
Qubed Capital, LLC	Very High $1.8M	$13M	7	0%
Retegy LLC	High $1.2M	$8.1M	7	0%
Spark Financials LLC	Low $460K	$3.2M	7	0%
Tactical Equity Partners, LLC	Low $300K	$2.1M	7	100%
UP&UP Capital, Inc.	Very Low $20K	$140K	7	0%
Westlight Wealth	Very High $3.1M	$21M	7	57%
Westside Financial Advisors LLC	Typical $590K	$4.2M	7	71%
212 Wealth Management	Low $260K	$2.1M	8	0%
Accrescent Capital Management LLC	Very Low $170K	$1.4M	8	25%
Asesoria Financiera Independiente, Inc.	Very High $2.7M	$22M	8	100%
Asymmetric Advisors	Very Low $120K	$940K	8	0%
Brian Sly and Company	Low $250K	$2M	8	100%
Chasing Value Asset Management, Inc.	High $1M	$8.1M	8	50%
Confide	Very High $1.6M	$13M	8	0%
Crawford Capital, LLC	Typical $670K	$5.4M	8	100%
Devens Wealth Management	Low $440K	$3.5M	8	0%
D.R. Harris & Co.	Very Low $0	$0	8	0%
Fenul Wealth Management LLC	Very Low $110K	$890K	8	50%
Fiduciary Planners	Very Low $210K	$1.7M	8	0%
Forward Horizon Investment	Very Low $78K	$620K	8	88%
GC Asset Management	Low $350K	$2.8M	8	13%
GD Investment Advisers LLC	Very High $1.8M	$14M	8	100%
Greenworth Investment Advisors, LLC	Typical $630K	$5M	8	25%
Hartman Financial Planning	Typical $630K	$5M	8	0%
Herrington Investment Solutions	Typical $700K	$5.6M	8	75%
Iluka Advisors	Very High $3M	$24M	8	100%
Imagine Math	Low $470K	$3.7M	8	0%
Jane Financial, LLC	Very High $2.6M	$20M	8	100%
JRO Wealth Management LLC	High $960K	$7.7M	8	38%
Lindy Wealth, LLC	Very Low $23K	$180K	8	0%
Luma Financial	Typical $650K	$5.2M	8	25%
Maverick Value, LLC	Very High $1.8M	$14M	8	63%
Mills Financial Group	Very Low $18K	$150K	8	0%
Moonshot Planning LLC	Very Low $100K	$820K	8	0%
Organik Capital LLC	Low $340K	$2.7M	8	0%
Parkwood Capital Management LLC	Typical $490K	$3.9M	8	38%
Penserra Wealth Management	Low $310K	$2.5M	8	0%
Reeves, James, Townsend	Very High $2.1M	$17M	8	100%
Reset Financial Planning LLC	Very High $2M	$16M	8	100%
Rhb Capital, Inc.	Very High $4.3M	$35M	8	38%
Rowen Capital Management, LLC	Very High $2.3M	$18M	8	0%
Safe Harbor Assets	Low $380K	$3M	8	63%
Schuler Capital Management LLC	Very High $2.8M	$22M	8	100%
Select Investment Services	Very Low $67K	$540K	8	0%
Shepherd Investment Management	Low $400K	$3.2M	8	50%
Sherwood Oak Knoll, LLC	Low $380K	$3M	8	0%
She Wealth Advisors LLC	Very Low $180K	$1.4M	8	0%
Strateon Intelligent Wealth LLC	Very Low $0	$0	8	88%
The Independent Financial Group	High $1.4M	$11M	8	0%
The Jones Stewardship Group, LLC	Low $310K	$2.5M	8	0%
Tianhu Investments	Very High $2.9M	$23M	8	100%
Valoria Wealth Management LLC	Typical $600K	$4.8M	8	25%
Veraison Asset Management, LLC	Very High $5M	$40M	8	0%
Whitcraft Capital Management	Low $380K	$3M	8	0%
Wright Financial & Business Advisors	Typical $530K	$4.2M	8	0%
Afzali Investments, LLC	High $870K	$7.8M	9	100%
ALE LLC	High $870K	$7.8M	9	100%
Baynes Financial LLC	Very Low $71K	$640K	9	0%
Castellan Financial Advisors	High $1.4M	$13M	9	0%
Cliveden Capital Management, LLC	Very High $13M	$120M	9	100%
Couillard Capital LLC	Very Low $56K	$500K	9	11%
Echo Wealth Partners	High $930K	$8.4M	9	89%
FD Ball Investment Advisors, LLC	Very Low $200K	$1.8M	9	0%
FDP Wealth Management, LLC	Very Low $0	$0	9	0%
Financial Planning Concepts, Inc.	Very High $2.4M	$22M	9	100%
FM Capital Group	Low $350K	$3.2M	9	0%
Gridley Associates Inc	Very High $9.5M	$86M	9	100%
Manzanita Wealth Management LLC	Low $340K	$3.1M	9	11%
Mitchell Financial Planning	—	—	9	0%
Moneywise Financial Advisors	Very High $4.7M	$42M	9	100%
MPE Capital	Very Low $130K	$1.1M	9	0%
Orange County Asset Management	Low $310K	$2.8M	9	22%
Pale Blue Capital LLC	Very Low $120	$1.1K	9	0%
Phase Two Capital, LLC	Very High $2.8M	$26M	9	67%
Point4ward Financial Planning	Low $450K	$4.1M	9	67%
Redwood Financial Advisors, Inc	Very High $1.7M	$15M	9	100%
Shidoosh Wealth Management LLC	High $1.4M	$12M	9	22%
Sierra Financial Planning & Asset Management	Very High $2.8M	$26M	9	22%
Smart Portfolio	Very Low $120K	$1.1M	9	100%
Strikeout Capital LLC	Very Low $79K	$720K	9	0%
ThinkPlanSave	Very High $1.8M	$16M	9	100%
Xitright	Low $450K	$4.1M	9	22%
245 Investments LLC	Low $450K	$4.5M	10	0%
3D Holistic Wealth	Typical $480K	$4.8M	10	50%
Ai Financial, Inc.	Typical $500K	$5M	10	0%
Anthony J. Mancini, I.A.	Typical $600K	$6M	10	0%
Arbor Family Wealth Advisors, Inc.	—	—	10	0%
Axis Capital Management, LLC	Very High $1.6M	$16M	10	40%
Barry F.T. Bolker	Very Low $0	$0	10	0%
Blom Levy & Co., LLC	Typical $570K	$5.7M	10	30%
Brave New Wealth	Very High $2.7M	$27M	10	100%
Broman & Greig Asset Management, LLC	High $1M	$10M	10	100%
Chris A. Clark Insurance Services, LLC	Very Low $0	$0	10	0%
Clearbridge Financial	—	—	10	0%
Coffeehouse Capital	High $1.1M	$11M	10	0%
Cogent Capital Group	Very High $8.7M	$87M	10	60%
Compound Wealth Advisors	High $1.1M	$11M	10	60%
Coulombe and Sons Wealth Management	Very Low $130K	$1.3M	10	50%
Create My Wealth LLC	Very Low $52K	$520K	10	10%
Doty Equity Advisors, Inc.	Very High $3.7M	$37M	10	100%
FinCop Financial Planning	Very Low $0	$0	10	0%
Generative Family Office LLC	Very Low $0	$0	10	100%
Hentch Solutions	—	—	10	0%
Hilbar Capital, LLC	Low $280K	$2.8M	10	20%
Infinity Financial Planning	Low $270K	$2.7M	10	0%
Insight Personal Finance	Typical $590K	$5.9M	10	20%
InvesDid	—	—	10	0%
Jackson Peak Capital LLC	Low $290K	$2.9M	10	70%
KRM Advisory Services	Very Low $220K	$2.2M	10	0%
Legacy Wealth Capital, LLC.	Typical $650K	$6.5M	10	100%
MP3 Finance LLC	Very Low $50K	$500K	10	0%
Pacific Oak Financial Planning LLC	Typical $770K	$7.7M	10	0%
Pashman Financial LLC	Very Low $70K	$700K	10	0%
Philadelphus Capital	Typical $710K	$7.1M	10	90%
Quantwealth Advisors LLC	Very High $2M	$20M	10	100%
RF Capital Management	Very Low $82K	$820K	10	50%
Sierra Capital Management	—	—	10	0%
Silicon Valley Capital Management	Very High $3.6M	$36M	10	80%
Smith, Blair	Typical $600K	$6M	10	0%
Solomon Investment Consulting, Inc.	Very High $2.8M	$28M	10	80%
Spirit Global Investment Advisors, LLC	Very High $8.5M	$85M	10	100%
Step Financial Services, LLC	Typical $500K	$5M	10	0%
Stone Oak Capital, LLC	Typical $640K	$6.4M	10	90%
Tech Wealth, LLC	High $1.1M	$11M	10	0%
Wahdy Capital	Very Low $100K	$1M	10	100%
Wise Asset Management L.L.C.	Very Low $190K	$1.9M	10	10%
Zuma Capital Management, LLC	Typical $720K	$7.2M	10	50%
Achievable Wealth, LLC	Low $260K	$2.8M	11	0%
Advisory Financial Services LLC	Very Low $45K	$500K	11	0%
Aragon Advisors	Very Low $10K	$110K	11	100%
Blueprint Retirement Advisors LLC	Low $240K	$2.7M	11	0%
Boundless Advice LLC	Very High $1.6M	$17M	11	36%
Capital Management Group	Very Low $180K	$2M	11	100%
Cratty & Swanson Advisors L.L.C.	—	—	11	0%
Find Your FI	—	—	11	0%
Gold Star Asset Management, LLC	Very Low $130K	$1.4M	11	100%
Goodrich Financial Group, LLC	High $1.3M	$14M	11	100%
Guttman Financial Planning	Very Low $150K	$1.7M	11	100%
Hunter Value Capital LLC	High $1.5M	$16M	11	55%
Influx Capital Management	Very Low $180K	$2M	11	0%
Inside Arbitrage Advisors, LLC	Low $340K	$3.8M	11	0%
John Friedman Financial	Very Low $0	$0	11	0%
Kingdom Capital Management	Very Low $50K	$550K	11	0%
Laguna Investment Services	Very Low $220K	$2.5M	11	0%
LLG Wealth Management	Typical $630K	$7M	11	36%
Lucidity Wealth Advisors Inc.	Very High $1.9M	$21M	11	100%
Paolo Bernardi Advisor	Low $280K	$3.1M	11	0%
Paul Edward Fritch CPA	Very Low $220K	$2.4M	11	0%
Process Wealth LLC	High $1.2M	$14M	11	73%
Q4 Strategic Equity Advisors Inc.	Very Low $210K	$2.4M	11	0%
Quest Investment Firm	Very Low $170K	$1.9M	11	0%
Spondeo Capital, LLC	Very High $2.4M	$26M	11	64%
Susan Carlisle	Very High $2.1M	$23M	11	91%
Syzygy Financial LLC	Very Low $71K	$780K	11	0%
Three Sheep Wealth Management, LLC	Typical $830K	$9.1M	11	45%
Tilden Path Capital LLC	Typical $700K	$7.6M	11	0%
Tourmaline Capital Management LLC	Low $410K	$4.5M	11	27%
Treveri Capital	Very Low $100K	$1.1M	11	0%
Whisper Financial	Very Low $140K	$1.6M	11	9%
Woven Prosperity	Typical $650K	$7.2M	11	18%
Wysopal Wealth	Typical $610K	$6.7M	11	55%
Alta Financial Group	Typical $500K	$6M	12	25%
Avant-Garde Wealth	Low $270K	$3.5M	12	0%
Axis Point Capital	High $1M	$12M	12	0%
Brookside Strategy and Consulting	High $1.4M	$17M	12	8%
Capital United Investments LLC	Very Low $75K	$900K	12	33%
Eldridge Street Asset Management, LLC	High $1.2M	$14M	12	42%
Elevate Wealth Management, L.L.C.	High $930K	$11M	12	42%
Factor Financial	High $1.3M	$15M	12	58%
Frew Street Capital	Very High $1.9M	$23M	12	58%
HATHER, Robert K	High $870K	$10M	12	100%
Hermitage Advisors, Ltd.	High $1.5M	$18M	12	100%
Integrated Financial Strategies, Inc.	Very High $6.2M	$74M	12	58%
Kevin P. McGuan, LLC	Very High $2.1M	$25M	12	0%
Maaxiom Capital LLC	Low $390K	$4.7M	12	0%
Magnolia Growth Capital	Very Low $140K	$1.7M	12	58%
Mandala Wealth Management, LLC	Very High $1.7M	$21M	12	75%
Mariposa Capital Management, LLC	Very High $1.9M	$22M	12	100%
Mende Financial Council, Inc.	Low $420K	$5.1M	12	33%
Modica Financial Services	Low $260K	$3.1M	12	0%
NOORVEST LLC	Low $300K	$3.6M	12	17%
Oaktree Wealth Group Inc.	High $850K	$10M	12	0%
Opes MVB Capital, LLC	Very High $1.5M	$18M	12	67%
Page Capital Private Wealth Management, LLC	Very High $4.6M	$56M	12	33%
Paradox investment Partners LLC	Typical $680K	$8.1M	12	58%
Placera Capital Management LLC	Very High $2.9M	$35M	12	17%
Presidio Financial Advisors LLC	Low $350K	$4.2M	12	25%
P. Worldwide, LLC	Typical $500K	$6M	12	100%
Quality Wealth Management	—	—	12	0%
Reigate Investors LLC	Very High $1.8M	$22M	12	100%
Rhodes Consulting Group LLC	Very High $2.2M	$26M	12	100%
Royale Investment Advisor LLC	High $850K	$10M	12	25%
Scout Wealth Advisors LLC	—	—	12	0%
Serene Growth Partners LLC	High $910K	$11M	12	92%
Spirit Investment Advisors	Very High $1.8M	$21M	12	100%
The Garrett Group	Low $360K	$4.4M	12	0%
Velmark Capital Management LLC	Very High $1.8M	$22M	12	100%
Waterfront Advisors	Low $250K	$3M	12	25%
Abundance Advisers	Low $470K	$6M	13	92%
AFC Wealth Management	Low $240K	$3.1M	13	15%
AGF Advisors	Very Low $200K	$2.6M	13	0%
Austin Consulting	Very High $4.4M	$57M	13	100%
Ayla Capital	Typical $630K	$8.2M	13	46%
Balanced Financial Advisors	High $1.5M	$20M	13	54%
Barbara S. Gault	High $1.1M	$14M	13	46%
Brownsboro Financial	Low $380K	$4.9M	13	0%
Cove Street Capital, LLC	Very High $2.1M	$27M	13	77%
Create Wealth Management, LLC	Low $470K	$6.1M	13	8%
Engineering Financial Independence, Inc.	Low $390K	$5M	13	0%
ERK Wealth Advisors, LLC	Low $260K	$3.3M	13	46%
Faust Capital Management, LLC	High $1M	$13M	13	54%
Favrile Financial	High $1.1M	$15M	13	62%
Financial Solutions	Very High $2.5M	$32M	13	100%
Golden State Advisors, LLC	Typical $550K	$7.1M	13	23%
Hidden Hills Wealth	Very High $9.5M	$120M	13	100%
Insight Asset Management	Typical $700K	$9.1M	13	8%
Invision Capital Advisor, LLC	Very High $2.1M	$27M	13	100%
Kilimanjaro Capital, LLC	Typical $740K	$9.6M	13	0%
Lambert Capital Management	Low $320K	$4.2M	13	0%
Light Capital LLC	Very High $9.8M	$130M	13	100%
Menon/Brown Advisory Group	High $1M	$13M	13	31%
Mfac Financial Advisors, Inc.	Very High $5.7M	$74M	13	100%
MiGH Financial Planner, LLC	High $1.4M	$19M	13	46%
Myers, Walter L	Low $260K	$3.3M	13	69%
Neya Capital	Very Low $230K	$3M	13	46%
Oak Grove Management LLC	Very High $3.2M	$42M	13	100%
Peaceful Advisors LLC	Typical $640K	$8.4M	13	0%
Peterson Garrett, LLC	Typical $530K	$6.9M	13	62%
Phoundational LLC	Very Low $0	$0	13	0%
RJ Pace Financial	Typical $560K	$7.3M	13	0%
Small Victories Wealth	Low $290K	$3.7M	13	0%
Soman Advisors LLC	Very High $1.7M	$22M	13	100%
Stonehaven Private Wealth Management LLC	High $1M	$14M	13	54%
Summit Gates Capital	Very Low $120K	$1.6M	13	0%
Tempus Pecunia	High $1.4M	$19M	13	38%
The Playbook Advizor	High $1.2M	$15M	13	0%
Tiger Mountain Capital	Low $470K	$6M	13	46%
Vera Wealth LLC	Low $370K	$4.8M	13	0%
Wealth in Yourself LLC	Low $270K	$3.5M	13	8%
Wheeler & Mote, LLC	Very Low $53K	$690K	13	0%
ZRCOR Inc.	Typical $820K	$11M	13	46%
A & L Personal Business Management, LLC	Very High $3.1M	$43M	14	100%
Archer Row Advisory	Very High $2.8M	$39M	14	71%
Behage Financial	High $980K	$14M	14	0%
Brennan Asset Management	Very High $1.8M	$26M	14	79%
Chief Capital Management, Inc	High $920K	$13M	14	0%
Chilmark Hill Capital LLC	Very Low $120K	$1.7M	14	100%

Not sure where to start?

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

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

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

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support