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 %
Contemporary Planning Alternatives	High $1M	$30M	30	0%
Covexic LLC	Low $260K	$7.8M	30	0%
EN+ Wealth	Very Low $190K	$5.6M	30	27%
IRL Financial, LLC	High $1.5M	$45M	30	0%
KATAPULT Financial Planning LLC	Very High $1.7M	$50M	30	47%
Mark T. Harvey Investments	Very Low $83K	$2.5M	30	0%
Michael Garber Financial Planning	—	—	30	0%
North Financial Advisors	High $1.4M	$42M	30	50%
Pixel Financial Planning	High $1.3M	$40M	30	60%
Pleasanton Wealth	Very Low $180K	$5.4M	30	0%
Private Financial Management LLC	Very High $4.9M	$150M	30	100%
Randolph Elder, CFP	Typical $600K	$18M	30	27%
Shelton Financial Advisors, LLC	Very High $3M	$90M	30	63%
Tate Capital Group	High $1.1M	$33M	30	43%
Tresses Capital Management, LLC	Very High $1.8M	$53M	30	100%
Wealtharch Investment Services, LLC	Typical $750K	$22M	30	10%
Zuma Wealth LLC	Very High $1.9M	$57M	30	63%
About Time Financial Planning	Typical $660K	$20M	31	23%
Aegis Financial Advisory	—	—	31	0%
AIKAPA	Typical $760K	$24M	31	81%
Bene Wealth Management Company	Low $320K	$10M	31	97%
Capital Fluency	Typical $600K	$19M	31	16%
Catalyst Wealth Advisors LLC	Very High $5.1M	$160M	31	58%
Conklin Financial Planning	—	—	31	0%
Cornerstone Asset Advisors Inc.	Very High $2.2M	$69M	31	84%
Edgehelm Financial	Very High $2M	$62M	31	71%
ETF Portfolio Management LLC	Typical $510K	$16M	31	16%
G.C. Steele & Company	Typical $620K	$19M	31	77%
Integrated Retirement Strategies	High $1.3M	$41M	31	32%
K.W. Andersen Investment Group, LLC	High $1.4M	$44M	31	26%
L Squared Wealth Management	Typical $780K	$24M	31	42%
Marian Financial Services, Inc.	Low $380K	$12M	31	0%
Nomad Capital Group, LLC	Typical $650K	$20M	31	90%
Northbay Advisors	Very Low $200K	$6.1M	31	0%
OZ Wealth Management LLC	High $1.2M	$38M	31	29%
SF Value Capital, LLC	Typical $560K	$17M	31	0%
True Worth Financial Planning LLC	Typical $810K	$25M	31	32%
Adventure Wealth Advisors	High $880K	$28M	32	0%
Alta Pacific Wealth Management LLC	Very High $2M	$65M	32	28%
Antone Asset Management, Inc	Typical $550K	$17M	32	44%
Ardent Capital	Very High $1.7M	$55M	32	63%
Arrowhead Investment Advisors, LLC	High $1.5M	$49M	32	25%
Betterman Digital Wealth, Inc.	High $1.5M	$46M	32	31%
Bighorn Financial	Typical $790K	$25M	32	66%
Chaney Financial Services, Inc.	High $1.1M	$37M	32	38%
Core Asset Managnement LLC	Low $390K	$13M	32	0%
Core Investment Management, LLC	Typical $700K	$22M	32	19%
DCG Wealth Management	Very Low $190K	$5.9M	32	0%
Double Bay Management & Planning	Very High $3.3M	$110M	32	72%
Edgemont Investment Management, LLC	Very High $1.7M	$55M	32	63%
Equity Logic	Low $380K	$12M	32	100%
Evla Hills Equity Services LLC	Typical $800K	$26M	32	25%
Fruition Advisors LLC	—	—	32	0%
Index Gurus, Inc.	Very High $1.6M	$51M	32	81%
Janian Investment Advisers, LLC	High $840K	$27M	32	63%
Mahalo Advisory Services, LLC	Very Low $87K	$2.8M	32	3%
Meritage Wealth Advisory, LLC	High $1.4M	$46M	32	50%
Olhoeft Financial, LLC	Very High $2.5M	$79M	32	63%
Pierpont Investment Group, LLC	Low $410K	$13M	32	28%
Pismo Pacific Financial Services, LLC	Typical $520K	$17M	32	6%
Sage Financial	Very Low $0	$0	32	0%
Seen Consulting LLC	Very High $1.6M	$52M	32	38%
Sherman Asset Management, Inc.	Very High $3.3M	$110M	32	53%
Sonoma Mountain Financial LLC	Low $370K	$12M	32	47%
Towne Investments LLC	Typical $560K	$18M	32	19%
Zero Gravity Financial, LLC	High $1.2M	$39M	32	75%
Accumulation Strategies	High $900K	$30M	33	0%
Bache Capital Management	Typical $690K	$23M	33	9%
Caritas Investment Advisors LLC	Low $290K	$9.5M	33	15%
Cgr Financial	Very Low $160K	$5.3M	33	15%
C Suite Investment LLC	High $1.4M	$45M	33	79%
DocsFP	Low $440K	$15M	33	30%
Golden Gate Personal Financial Planning	Very High $5.9M	$200M	33	100%
Lai Capital Management LLC	Low $380K	$12M	33	79%
Lanning Financial Inc.	Very Low $0	$0	33	27%
Mullaney Financial & Tax, Inc.	Very Low $0	$0	33	76%
Nancy K Weeks Associates, LLC	—	—	33	0%
Onesta Wealth Management, LLC	Typical $540K	$18M	33	6%
Silverlake Portfolio Advisors LLC	High $1.3M	$44M	33	0%
Strivent Financial	Typical $800K	$26M	33	30%
Sustainable Wealth Advisory Group	Very Low $120K	$4M	33	0%
Ten Talents Financial Planning LLC	Very High $1.5M	$51M	33	61%
True Root Financial	High $1.2M	$39M	33	3%
WealthBound Advisors	Very Low $83K	$2.7M	33	9%
Alupka Asset Management	Very High $2.3M	$77M	34	68%
Balance Financial Planning, LLC	High $1.1M	$38M	34	59%
Balopole Investment Management Corporation	High $930K	$32M	34	62%
Fairlead Financial Advisors, LLC	Very High $2.9M	$100M	34	65%
From Planning to Living LLC	Very Low $180K	$6.2M	34	0%
Global Advisers, LLC	Low $330K	$11M	34	15%
Gosho Financial Group	Typical $690K	$23M	34	50%
Kaylin Dillon Financial Planning	Low $430K	$15M	34	24%
Murphy Investment Advisors, Inc.	Very High $2.7M	$92M	34	100%
Norfield Capital, LLC	Low $240K	$8.2M	34	44%
Pacesetter Planning LLC	Low $280K	$9.5M	34	18%
PF Wealth Management Group, LLC	High $890K	$30M	34	12%
Private Wealth Management Solutions, LLC	High $1.3M	$44M	34	38%
RJ Hill's Financial Services, LLC	Very Low $130K	$4.4M	34	6%
Roslund, John Cabell	High $1.3M	$44M	34	38%
Seed Wealth Management, Inc.	Very High $5.6M	$190M	34	85%
Taylor Strategic Wealth Management, LLC	Low $470K	$16M	34	38%
The Horst Group, LLC	High $850K	$29M	34	24%
The Investment and Philanthropy Corporation	Typical $660K	$23M	34	15%
Wonder Wealth LLC	Very Low $180K	$6.2M	34	3%
XEL	Low $250K	$8.5M	34	21%
4LB Investments, LLC	Typical $590K	$21M	35	34%
Abunda Financial, LLC	Very High $2.9M	$100M	35	74%
Billfold Budget Counseling	Very Low $0	$0	35	0%
Brilliant Financial Strategies LLC	Low $310K	$11M	35	66%
Burlingame Wealth Management, LLC	Very High $3.3M	$120M	35	100%
Capital Partners Investment Group	High $1.1M	$40M	35	57%
Daehan Securities,Inc	Very Low $130K	$4.7M	35	43%
Doncaster Wealth LLC	Low $310K	$11M	35	54%
Elite Wealth Management, LLC	Very Low $31K	$1.1M	35	0%
Financial Bridges	—	—	35	0%
Gold Coast Securities, Inc.	High $1.1M	$40M	35	57%
Harnett Investment Advisers LLC	High $1M	$35M	35	57%
Heyman Investment Counseling LLC	Very High $3M	$110M	35	74%
Holbrook Global Strategies	Very High $4.2M	$150M	35	71%
Impassioned Wealth Management Ltd	Typical $520K	$18M	35	26%
Integrated Capital Management, Inc.	Low $320K	$11M	35	26%
Jeffrey Joseph Management	Very High $2.8M	$99M	35	60%
Kensington Financial	Very High $2.4M	$85M	35	0%
Longview Investment Management	Very High $1.7M	$58M	35	100%
Megan Rouse Financial Planning	High $1.3M	$46M	35	77%
NN Investment Advisory, LLC	Very Low $200K	$7M	35	46%
NorthStar Wealth Management LLC	High $910K	$32M	35	17%
Optometry Wealth Advisors LLC	Very Low $230K	$7.9M	35	14%
Orderly Finance	Very High $2.7M	$93M	35	80%
Pakha Investment Advisory	Low $280K	$7M	21	49%
Pih Investments, LLC	Very High $2.5M	$88M	35	69%
Power Asset Management LLC	Very High $5M	$180M	35	100%
Quinn Capital LLC	Typical $680K	$24M	35	29%
Reviresco Wealth Advisory LLC	Very Low $130K	$4.5M	35	0%
Aduna Capital	Very Low $96K	$3.5M	36	0%
Aquila Wealth Advisors	Typical $570K	$21M	36	81%
Benzina Wealth, LLC	Typical $550K	$20M	36	44%
EquityFTW	—	—	36	0%
Fit Advisors LLC	Very High $1.8M	$64M	36	56%
Granite Wealth Advisors	High $1.2M	$43M	36	39%
Huron Investment Management, Inc.	Typical $660K	$24M	36	47%
Key Focus Wealth LLC	High $980K	$35M	36	64%
Liberty Wealth Management, LLC	High $1.2M	$43M	36	50%
Oak Peak Financial	Typical $610K	$22M	36	33%
Speiro Investments, LLC	Typical $680K	$25M	36	56%
Stonebridge Asset Management LLC	Typical $630K	$23M	36	25%
T.H. Rapko & Company, LLC	High $940K	$34M	36	44%
Validea Capital Management LLC	Very High $1.5M	$55M	36	64%
ValueTech Private Advisors	Low $320K	$12M	36	0%
Wealthy Doctor Institute LLC	Low $250K	$9.1M	36	25%
Athos Capital Advisors	Typical $610K	$23M	37	0%
Chess Financial Planning LLC	Low $240K	$8.9M	37	0%
Gardena Financial Retirement Advisors	Typical $480K	$18M	37	0%
Imhaus Investment Advisors	Typical $650K	$24M	37	38%
JAC Wealth Management Services, LLC	Typical $610K	$22M	37	22%
KS Global Advisors, Inc.	High $1.3M	$47M	37	0%
Olympia Wealth Management	Very Low $230K	$8.7M	37	95%
Optimum Retirement Planning LLC	Very High $2.3M	$85M	37	86%
Schneider Wealth Management	Very High $4M	$150M	37	86%
Talanton Capital Management, LLC	Typical $710K	$26M	37	46%
Vested Financial Planning, LLC	Very High $4.2M	$160M	37	100%
Wealthsights Investment Management, LLC	Typical $780K	$29M	37	19%
Arcadian Financial Services	Very Low $0	$0	38	45%
Blackwater Financial	High $1.2M	$47M	38	61%
Burkart & Stevens Wealth Management	Very Low $210K	$8M	38	11%
CHOICE Financial & Insurance Services, Inc.	Very Low $190K	$7.2M	38	0%
D.A. Flowers & Company, LLC	High $1.3M	$50M	38	11%
Jewell Wealth Management Inc.	Low $310K	$12M	38	3%
MW Investment Advisor, LLC	High $870K	$33M	38	0%
O'Connor Capital Advisory, LLC	Very High $2.4M	$90M	38	100%
Rora Wealth, Inc.	Typical $470K	$18M	38	16%
Second Summit Wealth Management, LLC	Very High $3.9M	$150M	38	84%
Sisto Investment Advisory, LLC	High $1.1M	$40M	38	39%
Spring Capital Management	Low $460K	$17M	38	0%
Steve Garrett and Associates, Inc.	High $1.2M	$44M	38	0%
Steven Robert Jakowchik	Typical $770K	$29M	38	24%
Berilium	Very Low $110K	$4.5M	39	0%
Carney Portfolio Management Inc.	Very High $2.4M	$93M	39	69%
Drach Advisors LLC	Typical $520K	$20M	39	28%
Flightpath Financial Planning	Low $280K	$11M	39	15%
Maya Advisors, Inc.	Very High $3.5M	$140M	39	100%
Nidhi Capital, LLC	Low $250K	$9.6M	39	0%
Osborne Global Investors, Inc.	Low $310K	$12M	39	0%
Rivetti Investment Services, LLC	Very Low $160K	$6.4M	39	0%
SpringTru, LLC	Typical $740K	$29M	39	44%
The Coleridge Group LLC	High $1.4M	$56M	39	46%
Asage Financial LLC	Typical $690K	$28M	40	33%
Barson Financial Planning	High $1.2M	$48M	40	73%
Beacon Bay Asset Management LLC	Typical $820K	$33M	40	0%
Blackhawk Financial Advisors	Typical $480K	$19M	40	48%
BlueReef Capital	Very Low $120K	$4.8M	40	5%
Bright Legacy LLC	Low $240K	$9.6M	40	0%
Buoyant Financial	Typical $700K	$28M	40	0%
CareGen Wealth Management	Very High $2.3M	$91M	40	55%
Clanton Financial Partners, LLC	Typical $670K	$27M	40	30%
Cubed Systems	High $1.5M	$59M	40	50%
DCapital Wealth LLC	Typical $560K	$22M	40	10%
G. Allen Financial Inc.	Very High $2.5M	$100M	40	75%
Jadim Wealth Management, LLC	Typical $640K	$26M	40	28%
Long Lake Capital Management, LLC	High $1.1M	$42M	40	58%
Meyers Wealth Management	Very High $2.4M	$96M	40	75%
Montebello Avenue	High $1.4M	$56M	40	73%
Petrarch Wealth Management	Low $300K	$12M	40	13%
Power Investing	High $1.1M	$42M	40	0%
R.B. Financial Group	Low $330K	$13M	40	8%
San Francisco Wealth Planning LLC	Very High $1.7M	$66M	40	53%
Swell Financial	Typical $650K	$26M	40	30%
Taxable Wealth	Very High $2.1M	$84M	40	75%
The Financial Advisors	Very High $1.6M	$64M	40	58%
Tre Api Wealth Management, LLC	High $1.3M	$52M	40	25%
Werlemann Wealth Management	Very High $2.8M	$110M	40	75%
Wilson Advisors, LLC	Very Low $0	$0	40	88%
Windfall Advisors, LLC	High $1M	$40M	40	85%
Alpine Asset Management	High $1.3M	$52M	41	56%
Buff Your Finances	Low $240K	$9.9M	41	5%
Calcagnini Wealth Management, LLC	High $900K	$37M	41	85%
Clarity Wealth Management LLC	Very Low $190K	$7.9M	41	2%
Classic Financial & Investment Services, Inc.	High $1M	$42M	41	29%
Equinox Wealth Management	Very High $2M	$80M	41	73%
Farm Girl Capital LLC	Low $460K	$19M	41	17%
Lucent Wealth Planning, LLC	Very High $2.4M	$97M	41	71%
Retirement Roadmap Financial Planning	Very High $1.6M	$65M	41	90%
RIBERA Investment Management, LLC	Very High $1.6M	$65M	41	32%
Riverflow Wealth Management, LLC	Low $240K	$9.9M	41	0%
Strategic Financial	Very High $1.8M	$72M	41	61%
Truly Unbiased LLC	Very High $3M	$130M	41	80%
Capital Wealth Planners, LLC	High $970K	$41M	42	40%
Endurance Investment Strategies, Inc.	Typical $600K	$25M	42	24%
FiduciaOne	High $840K	$35M	42	40%
Fireside Financial Planning, Inc.	Low $420K	$18M	42	12%
Focused Capital Investment, LLC	Very Low $140K	$6M	42	43%
Imagine Financial Services	Low $310K	$13M	42	0%
Lamb Retirement Solutions LLC	Very Low $73K	$3.1M	42	0%
Parabolic Asset Management LLC	Typical $560K	$24M	42	29%
Phase Line Financial	Low $420K	$17M	42	21%
Planning Within Reach, LLC	Very Low $170K	$7.2M	42	45%
Rand Group Financial	Very High $1.9M	$80M	42	79%
Silverback Financial	Very High $2.1M	$87M	42	52%
Sunpath Financial	Very Low $81K	$3.4M	42	0%
Wood River Consulting	Very Low $140K	$6M	42	0%
Ascend Financial Advisers, Inc	Typical $760K	$33M	43	12%
Beverly Hills Capital Management LLC	Low $440K	$19M	43	26%
Cadger Tax and Financial Inc.	Low $270K	$12M	43	5%
Cypress Praxis, LLC	Very High $2.2M	$94M	43	74%
Elliott Financial, LLC	Typical $530K	$23M	43	0%
Endeavor Financial Planning	High $1.2M	$52M	43	63%
FMT Investment Advisory	Typical $570K	$24M	43	19%
The J R Baker Group	Typical $620K	$27M	43	16%
Berson Money Management	Typical $650K	$29M	44	32%
Ella Financial Advising	Very High $2.4M	$110M	44	73%
Fata Financial	High $1.1M	$50M	44	30%
Financial Growth Management, Inc.	Low $270K	$12M	44	0%
Full Circle Financial Planning	Very Low $160K	$7.1M	44	0%
Heritage Grove Wealth Management, LLC	Very High $2M	$89M	44	100%
Hood Financial, LLC	Low $320K	$14M	44	0%
Kisin Wealth Management LLC	Very Low $120K	$5.1M	44	0%
Madden Creek Advisors	High $1M	$45M	44	100%
Marim Wealth Planning	Typical $710K	$31M	44	18%
OakGrowth Wealth Management LLC	Low $330K	$14M	44	27%
Perpetual Wealth Advisors, LLC	Very High $2.1M	$92M	44	75%
Rittmann Capital Management Co	Very High $3.2M	$140M	44	0%
Rocky Mountain Humane Investing LLC	Low $310K	$14M	44	0%
Sagevest Financial Advisors, LLC	High $1.4M	$62M	44	100%
Sitka Pacific Capital Management, LLC	Typical $520K	$23M	44	52%
STS Wealth Management, Inc.	Low $410K	$18M	44	91%
Sullivan Capital Management	Typical $580K	$26M	44	59%
Ward Capital Management LLC	Typical $610K	$27M	44	0%
WB Financial Services, LLC	Very Low $0	$0	44	91%
Agewise Financial Inc.	Very Low $170K	$7.8M	45	0%
Babylon Wealth Management LLC	Typical $800K	$36M	45	0%
Chisholm Financial Planning & Investments	High $960K	$43M	45	44%
Client First Finance LLC	Very Low $0	$0	45	96%
ESI Financial Services, Inc.	—	—	45	0%
Freedom Capital Management, Inc.	Low $270K	$12M	45	0%
G&F Financial Services	Low $420K	$19M	45	0%
Gilmore Financial Services, LLC	Typical $800K	$36M	45	91%
IQ Trends Private Client Asset Management	High $1.4M	$63M	45	36%
Irving Advisory Group, LLC	Low $250K	$11M	45	2%
Lupu Financial	Low $330K	$15M	45	11%
Manetta Wealth	High $1.1M	$50M	45	4%
Murapa Investments	Very Low $110K	$5M	45	0%
Navigate Financial LLC	High $920K	$41M	45	33%
O'Reilly Wealth Advisors	Typical $540K	$24M	45	11%
PMA Wealth Management	Typical $560K	$25M	45	11%
SML Capital LLC	Low $400K	$18M	45	11%
The Swanson Financial Group	Typical $690K	$31M	45	27%
Think Different Financial Planning	Very High $3.1M	$140M	45	91%
Wealth Enhancement & Preservation, Inc.	Typical $590K	$27M	45	80%
Clements Investment Management	Typical $800K	$37M	46	0%
Colsara National Wealth Management LLC	Typical $560K	$26M	46	22%
Corcoran Wealth Management LLC	Very Low $58K	$2.7M	46	0%
Dolan Partners LLC	High $1.2M	$55M	46	100%
Golden Wealth Capital, LLC	Low $460K	$21M	46	30%
Layari Financial	Very Low $200K	$9.1M	46	0%
MP Townsend Financial	Very Low $120K	$5.4M	46	4%
Proflex Finance	Low $470K	$22M	46	11%
Swad Wealth Management LLC	Very High $2.1M	$98M	46	59%
Trusted Financial Advisors	High $1.3M	$61M	46	72%
WMS Financial Services	Very Low $160K	$7.2M	46	0%
395 Financial Planning	—	—	47	0%
Athena Wealth Management	Very Low $81K	$3.8M	47	0%
Avaari Financial	Typical $760K	$36M	47	0%
Barnes & Company Investment Counsel, LLC	High $940K	$44M	47	51%
Family Retirement LLC	Low $470K	$22M	47	36%
Financial Peak	Low $330K	$15M	47	11%
Hall Financial Services, Inc	—	—	47	0%
Humane Investing, LLC	Low $470K	$22M	47	45%
Poplar Global Wealth Management LLC	High $1.2M	$54M	47	36%
S Conway Consulting, LLC	Low $340K	$16M	47	23%
Simplicity Wealth Management	Typical $720K	$34M	47	70%
Summa Capital Management LLC	Very High $1.7M	$80M	47	49%
Ultimate Retirement Products, Inc.	High $1M	$49M	47	64%
WEalthetic LLC	Low $350K	$16M	47	53%
Wright Wealth Management, LLC	High $920K	$43M	47	32%
Abramson Financial Planning, LLC	—	—	48	0%
Beltramo Financial Services, Inc.	High $1M	$50M	48	63%
GFP Wealth Management	Very High $4.1M	$200M	48	85%
Lotusland Properties	Very Low $0	$0	48	0%
Olson, Cross & Alamo Advisors LLC	Very High $1.6M	$76M	48	73%
Ruesoff Asset Management LLC	Typical $790K	$38M	48	19%
Wealth Script Advisors	Very High $1.9M	$91M	48	90%
BKS Wealth LLC	Low $430K	$21M	49	53%
C Financial and Tax Associates	Very Low $220K	$11M	49	0%
Focused Mission Financial	High $1.3M	$65M	49	43%
Invested Interests, LLC	Very Low $160K	$7.7M	49	0%
Jersin Financial Services	Very High $1.5M	$76M	49	59%
Krystal Fortner	—	—	49	0%
Meritage Wealth Management	High $1M	$50M	49	55%
Michael J.D. McCall, LLC	High $1.2M	$59M	49	39%
Raise Financial Advisors LLC	Low $370K	$18M	49	16%
Robert Horowitz Wealth Management	Very High $2.1M	$100M	49	37%
The Wealth Collective, LLC	Typical $800K	$39M	49	49%
Townsend Financial	High $1M	$50M	49	55%
Bankers Investment Counseling	Low $430K	$22M	50	14%
Cypress Point Financial Advisors	High $870K	$44M	50	12%
Darkhorse Advisor	Typical $780K	$39M	50	66%
Doll Capital Advisors Incorporated	High $1.5M	$76M	50	64%
Donahue Financial Group	Very High $1.7M	$85M	50	10%
J. Dyhr Capital	Low $420K	$21M	50	4%
Magnum Financial	Low $280K	$14M	50	6%
New Spring Financial Planning, LLC	High $1.1M	$56M	50	36%
Old Vine Capital	Very High $3M	$150M	50	60%
PVB Wealth Management, LLC	Low $360K	$18M	50	58%
SLR Advisors	Very Low $120K	$6.1M	50	4%
Argent Wealth Advisors, LLC	Typical $740K	$38M	51	0%
Baker Asset Management, LLC	Typical $650K	$33M	51	27%
Shorepine Wealth Management, LLC	High $1.3M	$66M	51	51%
Yoakum Wealth Management	Very High $1.7M	$89M	51	59%
Alesia Investment Management LLC	Low $440K	$23M	52	29%
Bright Wealth Advisors, LLC	Low $420K	$22M	52	4%
Dhamma Capital	High $1.5M	$77M	52	46%
Firmament Financial	Typical $600K	$31M	52	21%
Hicok Financial Solutions, LLC	High $920K	$48M	52	38%
Lewis Advisory Group	High $1.3M	$66M	52	38%
PGP Wealth Services, LLC	High $1.5M	$79M	52	62%
Rowe Consulting Group, LLC	Very Low $210K	$11M	52	10%
Baker Jensen Investment Advisors, LLC	Typical $640K	$34M	53	58%
Compass Financial, LLC	Low $260K	$14M	53	9%
Crafted Wealth Management	High $1.1M	$61M	53	36%
Hammer Asset Management, LLC	Low $360K	$19M	53	38%
JC Financial Services	Low $450K	$24M	53	6%
Kensington Ami, LLC	High $1.4M	$75M	53	2%
Parallel Wealth Management	Typical $800K	$42M	53	21%
Platler Capital Management LLC	Typical $530K	$28M	53	15%
Remedios Financial Planning	Very Low $0	$0	53	49%
Sagepointe Advisors LLC	High $1.2M	$64M	53	77%
Suttle Crossland Wealth Advisors, LLC	Very High $1.9M	$100M	53	57%
AWR Investment Management, LLC	Very High $2.4M	$130M	54	50%
Continuum Global Asset Management, LLC	High $1.1M	$62M	54	100%
Devil Mountain Investment Management	Typical $790K	$43M	54	33%
Fernandez Financial Advisory, LLC	High $1.2M	$66M	54	26%
Financial Telesis Company	Low $400K	$21M	54	17%
Forthright Finances LLC	Typical $530K	$29M	54	0%
JST Investment Consulting	Typical $490K	$27M	54	20%
Long Game Financial, LLC	High $880K	$48M	54	56%
LPR Capital, Inc.	Typical $700K	$38M	54	19%
Probitas Financial	High $1.3M	$73M	54	35%
Protected Capital Management	Low $370K	$20M	54	11%
SimplifiedFP	High $950K	$51M	54	41%
The Butterfield Group LLC	Very Low $68K	$3.7M	54	33%
1st Financial Planning Group, Inc.	—	—	55	0%
Alpha Private Wealth Advisors LLC	Low $360K	$20M	55	91%
Cairn Investor Services	Very Low $46K	$2.5M	55	18%
Carty Financial, Inc.	Typical $730K	$40M	55	38%
Daniel J. Disimile CFP, LLC	Typical $480K	$27M	55	9%
Flow Financial Planning, L.L.C.	Very High $1.7M	$92M	55	40%
JC Financial Planning & Investments, LLC	High $1.4M	$76M	55	38%
Monroe Wealth Management LLC	High $1.3M	$72M	55	78%
PK Wealth Advisors	Low $330K	$18M	55	0%
Trachtenberg Capital Management, LLC	High $930K	$51M	55	100%
21:5 Advisors, LLC	Typical $650K	$36M	56	64%
Bonnema Wealth Management LLC	Very High $2M	$110M	56	0%
Clear Retirement Advice LLC	Very High $2.7M	$150M	56	84%
Fidela Wealth	Typical $810K	$45M	56	63%
Method Finance, LLC	High $980K	$55M	56	36%
Mills Financial Services LLC	Very Low $80K	$4.5M	56	0%
Profit Strategies, Inc.	Low $420K	$24M	56	9%
Andrew Marshall Financial LLC	—	—	57	0%
Attune Financial Planning, LLC	Typical $560K	$32M	57	25%
Baughman Financial Group	High $1.3M	$76M	57	42%
CRB Strategic Services LLC	High $1M	$59M	57	47%
Creative Capitalists, Inc.	Low $400K	$23M	57	12%
Easan Katir Wealth Management	Very Low $160K	$9M	57	28%
Gibson Monroe Wealth Advisors	Very Low $180K	$10M	57	0%
Goldberg Financial Advisors, LLC	Very High $2.1M	$120M	57	68%
OakLeaf Asset Advisors	Low $390K	$22M	57	7%
Peterkin Financial, LLC	Low $430K	$25M	57	0%
RR Financial Management LLC	Very Low $24K	$1.4M	57	0%
Salvini Financial Planning	Very High $2M	$120M	57	67%
Westface Financial Advisory	Typical $630K	$36M	57	39%
Ashby Wealth Management, LLC	Low $400K	$23M	58	29%
Asset & Retirement Management	Very Low $110K	$6.5M	58	3%
Asset Solutions	Very Low $210K	$12M	58	14%
Avidity Capital	Very Low $220K	$13M	58	5%
Busine Wealth	High $1.3M	$76M	58	60%
Golden Lion Wealth Management, LLC	Low $280K	$16M	58	0%
Jaffe Asset Management LLC	Very High $1.7M	$100M	58	67%
John McAndrew Financial Advisors LLC	High $1.3M	$75M	58	31%
Luskin Financial Planning	Very Low $0	$0	58	100%
Mark Harris Services	Low $460K	$27M	58	14%
MFA Global Consulting Group LLC	Very Low $8.6K	$500K	58	0%
Percy E. Bolton Associates, Inc.	Typical $570K	$33M	58	0%
Strong Foundation Wealth Management LLC	Low $350K	$21M	58	5%
ARM Financial LLC	Typical $810K	$48M	59	86%
Askeladden Capital	Typical $780K	$46M	59	92%
Blackhawk Wealth Advisors	High $1.1M	$62M	59	63%
HN Buss Investing	Very Low $210K	$12M	59	0%
Joshi Capital Management, LLC	Low $250K	$15M	59	22%
Overwatch Management	Very Low $17K	$1M	59	0%
Randazzo Capital Management, LLC	Low $390K	$23M	59	8%
Sound Planning and Investments, LLC	Very High $1.7M	$99M	59	47%
Spreckels Wealth Management	High $1.5M	$90M	59	90%
Verus Wealth Management	Very High $2.4M	$140M	59	61%
AMS Capital Management LLC	Typical $600K	$36M	60	15%
Bucher Wealth Advisors	Very High $2.4M	$150M	60	75%
Convergence Wealth Partners LLC	Low $290K	$17M	60	7%
Encover Personal Finance	—	—	60	0%
Financially Healthy, LLC	High $950K	$57M	60	17%
Frank Elmer Investment Strategies LLC	Typical $570K	$34M	60	0%
Higher Impact Financial, LLC	Very Low $78K	$4.7M	60	0%
Highpointe Wealth	Low $400K	$24M	60	3%
Ingen Strategies, LLC	Very Low $190K	$12M	60	5%
Intelligent Investor Financial Planning, LLC	Typical $570K	$34M	60	35%
Jaffe Financial Services, LLC	Low $430K	$26M	60	0%
JSB Capital Management, LLC	Very Low $170K	$10M	60	12%
Julius Wealth Advisors, LLC	Typical $840K	$50M	60	37%
Maranantha Financial	Very Low $140K	$8.3M	60	8%
Paragon Asset Management Inc.	Very High $1.9M	$120M	60	47%
Roach Investment Services	Typical $830K	$50M	60	55%
Seidman Investment Portfolios	High $1M	$61M	60	40%

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