AUM per client for Independent firms serving clients in Massachusetts

Independent firms active in Massachusetts 431 firms

Very Low $24K-$260K

Low $260K-$540K

Typical $540K-$940K

High $940K-$1.6M

Very High $1.6M-$3.5M

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

Median: $730K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
ACT 2 Planning	—	—	—	—
Apperax Capital Management	—	$3.5M	—	—
Beyond Borders Investment Strategies, LLC	—	$330K	—	—
BG Financial Planning	—	—	—	—
BMR Capital Advisors LLC	—	—	—	—
Boston Investment Advisors LLC	—	—	—	—
BostonNorth Financial Services, Inc.	—	—	—	—
Brescor Wealth Advisory	—	—	—	—
Callidus Capital	—	$2	—	—
Christopher Investment Advisors	—	$2.2M	—	—
Cigale Financial Services LLC	—	$0	—	—
Claritas Advisors, LLC	—	$2.3M	—	—
Creegan & Associates	—	—	—	—
DBA Joseph Fodera	—	—	—	—
Decker Capital Management, LLC	—	$0	—	—
Duffield Financial Group	—	—	—	—
Eggz	—	—	—	—
Emma Research LLC	—	—	—	—
First Step Financial	—	$0	—	—
Forsman Financial Services	—	—	—	—
Foster Strategic Wealth Partners, LLC	—	—	—	—
Global Vision Financial Services	—	—	—	—
Golden Foundation Advisors	—	—	—	—
GSI Financials	—	—	—	—
Gwendolyn J. Floyd, CPA, CFP(R)	—	$0	—	—
Holistic Capital	—	$0	—	—
Holistic Financial Planning LLC	—	$0	—	—
Infinite Summer Financial Planning	—	$0	—	—
Ingeniq Capital	—	$2.8M	—	—
JMD Financial Planning Inc.	—	—	—	—
Lavoie Wealth Advisors LLC	—	—	—	—
LCW Planning and Investments, LLC	—	—	—	—
Lurie Davis Wealth Management LLC	—	—	—	—
Mannion Money Advisory	—	$79K	—	—
Martin Capital Planning	—	—	—	—
Monument Asset Management, LLC	—	—	—	—
MP Financial Services, LLC	—	$0	—	—
Nexten FP	—	—	—	—
Old School Capital LLC	—	$0	—	—
Oliver Investments	—	—	—	—
Philosophe Financial	—	—	—	—
Pizarro Advisors	—	—	—	—
Pnl Investments	—	$0	—	—
Priore Investments	—	$1.5M	—	—
Risen Phoenix Capital Advisers, LLC	—	$0	—	—
Rivermax Financial Planning LLC	—	—	—	—
Rosen Investment Management LLC	—	—	—	—
Sage Wealth Capital	—	$200K	—	—
Sheltered Garden Financial Group LLC	—	$3.6M	—	—
Sherr Financial Associates	—	—	—	—
Shilla Advisory LLC	—	—	—	—
Silverman, Andrew	—	—	—	—
Solutions For Divorce	—	—	—	—
Southcoast Advisory Group, Inc.	—	—	—	—
Standish Capital Management, LLC	—	$5	—	—
Techgen Financial	—	—	—	—
Tetschner Financial Services	—	—	—	—
The Blue Oak Group, LLC	—	—	—	—
Think Ahead Financial Planning	—	$0	—	—
Tomkiewicz Wealth Management	—	$1.1M	—	—
Tyler Street Capital	—	—	—	—
Value Financial Partners LLC	—	—	—	—
Wealthy Choices (R)	—	—	—	—
Wellesley Hills Capital	—	—	—	—
Westmoor Wealth LLC	—	—	—	—
Wexler Financial Group	—	—	—	—
Wharton Financial Group	—	—	—	—
Yarrington Management Company	—	$2M	—	—
Broad Brook Financial	Very Low $0	$0	1	0%
Crescent Lake Advisors	—	—	1	0%
Kempthorne Analytics, Inc	Low $450K	$450K	1	0%
Sustainable Investment Partners LLC	Very High $3.4M	$3.4M	1	0%
Trilogy Advisors	Very Low $200K	$200K	1	0%
Unicorn Consulting	Very Low $99K	$99K	1	0%
East River Capital Management LLC	High $1.2M	$2.5M	2	50%
ESS Capital Services	High $1.6M	$3.2M	2	100%
Grail Capital LLC	High $1.5M	$3.1M	2	100%
North Shore Wealth Management	Typical $930K	$1.9M	2	100%
Phoenix Investment	Very Low $11K	$22K	2	100%
Bowditch Advisory Services, LP	Very High $7.3M	$22M	3	100%
Plain Talk Financial Planning, LLC	Low $360K	$1.1M	3	67%
Clifton, Roger Lambert	Very High $3.8M	$15M	4	100%
Colemma Asset Management LLC	Very Low $97K	$390K	4	0%
Hawthorne Wellman Financial Planning, LLC	Very Low $19K	$75K	4	0%
Norcross Capital Management LLC	Very Low $76K	$300K	4	50%
Philip J.. Sagan Financial Consulting, Inc.	—	—	4	0%
Sousa Financial	High $1.1M	$4.3M	4	50%
Thrive Investments, LLC	Very High $3.1M	$12M	4	100%
Vesta Investment Advisors, LLC	Low $260K	$1.1M	4	0%
Wealth Management Planning	Very Low $22K	$88K	4	0%
C. Michael Amin, LLC	Very Low $180K	$880K	5	100%
Financial Strategies, LLC	Very High $2.8M	$14M	5	0%
First Due Financial LLC	Low $380K	$1.9M	5	100%
Foresight Investing	High $980K	$4.9M	5	100%
Garch Capital LLC	High $1.2M	$6M	5	100%
Norton Financial Consultants	—	—	5	0%
Rakatansky Financial LLC	Very High $1.8M	$9M	5	100%
Able Financial Planning, Inc.	Very Low $50K	$300K	6	0%
AsterBright Capital Management, LLC	High $1.1M	$6.7M	6	67%
Bogle Wealth Management, LLC	Very High $3.4M	$21M	6	100%
Course Pilot Financial LLC	Very Low $170K	$1M	6	0%
Donal Fiduciaries	Low $500K	$3M	6	0%
One Financial Design, LLC	Typical $640K	$3.9M	6	100%
RCM Robinson Capital Management LLC	High $970K	$5.8M	6	100%
Sail Loft Capital Management LLC	Very High $1.8M	$11M	6	100%
Viraj Capital, LLC	Very Low $140K	$850K	6	100%
Access Financial Planning, LLC	Very High $2.1M	$14M	7	100%
Atwima Wealth Management LLC	Very Low $100K	$710K	7	0%
Centre Street Cambridge Corporation	High $1.3M	$9.1M	7	0%
Family Investment Advisory, LLC	Low $260K	$1.8M	7	0%
Frost Investment Partners, LLC	High $1.2M	$8.7M	7	57%
Fuleihan, Camille, Farid	Very High $2.4M	$17M	7	100%
Growth Vision Asset Management LLC	Very High $2.6M	$18M	7	100%
Pierre & Company LLC	Very High $1.9M	$14M	7	14%
Powwow, LLC	Typical $860K	$6.1M	7	43%
Assist FP	Very Low $97K	$780K	8	0%
Barth Capital LLC	Low $450K	$3.6M	8	100%
Black Diamond Financial Planning, LLC	Very High $3.8M	$36M	8	100%
By The Square Investments	Very Low $210K	$1.7M	8	0%
Carlisle Financial Group, LLC	High $1.5M	$12M	8	100%
Crossroads Capital Management LLC	Very High $2.9M	$23M	8	100%
Efficient Capital Strategies, LLC	High $1.5M	$12M	8	50%
Gardiner Financial, Inc.	Very High $1.7M	$14M	8	38%
Luma Financial	Typical $650K	$5.2M	8	25%
Mendoza Wealth Management	Very High $3.3M	$26M	8	0%
Mill Street Research	—	—	8	0%
Motta Wealth Management LLC	Very Low $50K	$400K	8	0%
Stonehurst Capital Management, LLC	High $1.1M	$8.9M	8	100%
Twin Lights Capital Management LLC	Very High $3.8M	$30M	8	75%
Balanstone, LLC	High $1.2M	$11M	9	67%
Boylston Capital Management	Low $480K	$4.3M	9	0%
Harder Management Company, Inc.	Very High $4.5M	$41M	9	100%
Lakeview Financial Planning	Low $300K	$2.7M	9	22%
L. B. Eddy	Very High $1.7M	$16M	9	0%
Pathways Financial Consulting LLC	High $1.4M	$13M	9	100%
Peabody River Asset Management, LLC	High $1.2M	$11M	9	11%
Red Kennedy Financial	Very High $3M	$27M	9	0%
Stratton Lamb Advisors LLC	Very High $9.5M	$86M	9	100%
Adaptive Financial Solutions Inc	High $970K	$9.7M	10	100%
AVK Partners	High $1.1M	$11M	10	70%
Dhyan Capital Management	Very High $3.5M	$35M	10	50%
Legacy Investment Advisors Inc.	Typical $580K	$5.8M	10	70%
Levin Financial Planning	Very Low $0	$0	10	80%
M Street Capital, LLC	Typical $900K	$9M	10	100%
Nobscot Investment Management LLC	Very High $16M	$160M	10	100%
Parkstone Investments, LLC	Very High $2.4M	$24M	10	100%
Simansky Investments, LLC	Typical $710K	$7.1M	10	0%
Stephen H. Peck Employee Benefits Solutions	—	—	10	0%
Stillwater Investments	Very Low $260K	$2.6M	10	0%
The Financial Network Group	Typical $550K	$5.5M	10	0%
Advisory Financial Services LLC	Very Low $45K	$500K	11	0%
Clearvue Advisors LLC	Very High $4.3M	$48M	11	45%
Convergent Capital Partners, LLC	High $1.6M	$17M	11	91%
CPAsset Management, Inc.	Very High $2.7M	$30M	11	100%
Ellisville Harbour Partners	Very High $2.3M	$25M	11	100%
Financial Well-Being Advisors LLC	—	—	11	0%
Laguna Investment Services	Very Low $220K	$2.5M	11	0%
Morrill Financial Services	Low $510K	$5.6M	11	0%
SmartStreet Investments	Typical $710K	$7.8M	11	45%
Walk You To Wealth	Typical $790K	$8.7M	11	0%
Weiss Financial Advisors, LLC	High $1.1M	$12M	11	45%
Boselah Investments	High $1.4M	$16M	12	58%
Bulldog Financial Planning LLC	Very Low $180K	$2.2M	12	100%
Dreamfield Planning Group, LLC	Typical $810K	$9.7M	12	75%
Fair Haven Capital LLC	Very High $5.1M	$61M	12	83%
JSK Capital Advisors, LLC	Typical $880K	$11M	12	8%
Marvin Capital	Very Low $220K	$2.7M	12	58%
Meeting House Capital, LLC	Very High $2.5M	$30M	12	50%
MFT Wealth Management	Very High $11M	$130M	12	100%
Placera Capital Management LLC	Very High $2.9M	$35M	12	17%
The Financial Grove LLC	Very Low $55K	$660K	12	0%
Truenorth Financial Planning	Typical $750K	$9M	12	100%
USA 401K	Very Low $680	$8.1K	12	0%
Wellfin360	Very Low $130K	$1.6M	12	25%
Kirkwood Private, LLC	Very High $4.1M	$53M	13	100%
New Shore Financial LLC	High $1.1M	$14M	13	38%
P2, LLC	Low $350K	$4.5M	13	100%
Stonehaven Private Wealth Management LLC	High $1M	$14M	13	54%
Wealth in Yourself LLC	Low $270K	$3.5M	13	8%
Brickell Investments, LLC	Low $360K	$5M	14	64%
Cedar Rock Investment Advisors	High $1.1M	$15M	14	0%
GoalFocus Financial, LLC	Typical $660K	$9.3M	14	64%
GrowthFocus Wealth Management LLC	High $1.1M	$16M	14	43%
JKG Capital LLC	Typical $750K	$10M	14	86%
Shoreline Capital Corporation	Very High $5.4M	$76M	14	100%
D. Moss Wealth Management	Very High $1.7M	$25M	15	60%
Harvest Capital Management, LLC	High $1.4M	$20M	15	53%
Paceline Wealth Management, LLC	High $1.3M	$19M	15	33%
Prudent Growth Investments LLC	Low $530K	$8M	15	60%
Sentry Financial Planning, LLC	Very High $3.3M	$49M	15	80%
Shannon Investment Management	High $960K	$14M	15	73%
Solari Financial Planning, LLC	High $1.4M	$21M	15	0%
Toole Financial	—	—	15	0%
Venture Partners Wealth Management, LLC	High $1.2M	$18M	15	0%
BDKMarketGroup Investment Management LLC	High $1.1M	$17M	16	100%
Hacket Asset Management, Inc.	Typical $710K	$11M	16	88%
Harry S. Bower, LLC	Very Low $0	$0	16	44%
J. Williams Wealth Management, LLC	Very High $1.9M	$31M	16	31%
Neumeier Capital Management, Inc	Low $420K	$6.7M	16	56%
Power Plans	Low $330K	$5.3M	16	63%
Spencer Brook Asset Management, LLC	Very High $3.8M	$61M	16	100%
Strategic Investment Solutions, LLC	Low $300K	$4.9M	16	0%
Account Management, LLC	Very High $4.7M	$80M	17	100%
Engels Investment Advisors, LLC	Very High $1.8M	$31M	17	100%
Kochevar Financial Planning, LLC	—	—	17	82%
L M Franks Capital	Very High $2M	$33M	17	59%
Northquant Capital Management, LLC	Low $470K	$7.9M	17	0%
Plan For It Financial, LLC	—	—	17	0%
Wesh Financial	Very Low $150K	$2.5M	17	0%
BroadWealth LLC	Very High $6.2M	$110M	18	56%
C.J. Gilbert Financial LLC	High $1.5M	$28M	18	50%
DLC Wealth Management	Very Low $150K	$2.7M	18	0%
KJH Financial Services	—	—	18	0%
Snug Harbor Capital Management, LLC	Very High $1.7M	$30M	18	83%
ST GOLIA Planning, LLC	Very Low $0	$0	18	100%
Abraham, Robert Ralph Jr.	Low $390K	$7.4M	19	63%
AM Wealth Solutions, LLC	Typical $580K	$11M	19	100%
Fourthpoint Advisors	Very High $3M	$56M	19	95%
Hennessy Financial Services	Typical $770K	$15M	19	26%
Hoyt Wealth Management	Very High $2M	$37M	19	68%
Kcm	High $1.6M	$30M	19	74%
Knightsbridge Advisors, Inc.	Very High $4.7M	$89M	19	58%
Meenes Wealth Partners	Very High $2.7M	$50M	19	79%
Nathanael R. Brayton, CFA	Very High $5.1M	$97M	19	68%
Stardust Wealth Strategies	High $1.2M	$23M	19	79%
Washington Peak Investment Advisors LLC	High $1.1M	$22M	19	100%
White Pine Advisory LLC	Low $310K	$5.9M	19	0%
Aspire Financial Advisors, Inc.	Very Low $250K	$4.9M	20	0%
Aztec Capital LLC	Very Low $120K	$2.4M	20	0%
Buff Capital Management, LLC	Very High $2.5M	$50M	20	100%
Capital Wealth Management	Typical $600K	$12M	20	10%
Freya Financial Services	High $1.3M	$25M	20	0%
Investor Resources Inc	Typical $920K	$18M	20	0%
Reverie Wealth	Very Low $0	$0	20	0%
Stonestreet Financial, Inc.	Very Low $40K	$790K	20	0%
Sunflower Financial Planning, LLC	Low $470K	$9.3M	20	50%
Zarathustra Wealth Management	Very Low $150K	$3M	20	0%
Andante Financial	Typical $750K	$16M	21	0%
Ascend Financial	Very Low $150K	$3.2M	21	33%
Carlson Planning Company	Typical $540K	$11M	21	10%
Chasan Capital Management	Low $530K	$11M	21	62%
Fee-Only Financial Planning	Very High $3M	$62M	21	48%
Financial Advisory Services	Very Low $0	$0	21	0%
Harvard Square Financial Planning	Very Low $0	$0	21	0%
Larchmont Wealth Advisors	Very Low $210K	$4.4M	21	0%
Meridian Financial Advisory LLC	Low $490K	$10M	21	0%
Morton Financial Advice LLC	High $1M	$22M	21	76%
Olson Economics, LLC	High $1.2M	$26M	21	29%
Portfolios Boston	High $970K	$20M	21	38%
Value Financial Services Corp.	Low $440K	$9.2M	21	0%
Zen Financial Planning, LLC	Typical $620K	$13M	21	10%
Blue River South, LLC	Very High $3.4M	$75M	22	95%
Boston Investment Trust Management, Inc.	Very Low $210K	$4.6M	22	0%
Guinea Value Investments	Typical $840K	$18M	22	91%
Hark Financial Planning	High $1.2M	$26M	22	36%
Laurence Financial Planning LLC	Very High $3.2M	$70M	22	73%
Spotlight Investment LLC	Low $320K	$7M	22	0%
Goodman Asset Management, Inc.	High $1.5M	$34M	23	35%
Integrity Advisors LLC	Low $340K	$7.8M	23	4%
LMC Investments, Inc.	Low $520K	$12M	23	22%
Onboard Financial Management, LLC	Very Low $210K	$4.9M	23	0%
Silver Maple Financial, LLC	Typical $840K	$19M	23	22%
Boca Retirement Strategies Inc.	Very Low $120K	$2.9M	24	0%
KSQ Financial Services LLC	Typical $590K	$14M	24	8%
Odinic Advisors LLC	Very Low $160K	$3.8M	24	0%
Aragorn Ltd.	Typical $660K	$16M	25	0%
Brave Boat Capital Advisors	Very High $1.9M	$47M	25	80%
Curtin Financial Management, Inc.	Very High $3M	$74M	25	80%
Demers Financial Planning	High $1M	$26M	25	40%
Fvs Financial	Low $440K	$11M	25	0%
LDL Capital Management, LLC	Very High $1.8M	$45M	25	100%
Manent Capital	Very High $3.3M	$82M	25	16%
RMW Wealth Management, LLC	Low $330K	$8.2M	25	0%
Holistic View Financial, LLC	High $1.3M	$33M	26	62%
Momentum Investment Management, LLC	Very Low $170K	$4.5M	26	19%
Rising Tides Financial, LLC	Very High $2.2M	$57M	26	58%
Still River Financial Planning	Very Low $120K	$3.1M	26	19%
The Oakes Financial Group	Low $470K	$12M	26	0%
Brio Financial Planning	High $1.6M	$43M	27	59%
Fichter & Co. Investors	Very Low $120K	$3.1M	27	0%
Harbor Point Capital Management, LLC	Typical $580K	$16M	27	70%
Lennox Financial	Typical $690K	$19M	27	22%
L.F. Howard Associates Inc	Very High $3.5M	$96M	27	85%
Pennyfarthing Investment Management, L.L.C.	High $1.1M	$29M	27	70%
Potomac Investment Company	Very High $2.6M	$70M	27	67%
Curious Crow Financial Planning	—	—	28	0%
Full Life Financial Planning	Typical $800K	$22M	28	29%
Goal Wealth Advisory Group, LLC	Low $500K	$14M	28	61%
Lattanzi Financial Services LLC	Low $300K	$8.3M	28	18%
Spillane Financial Planning, Inc.	High $1.3M	$36M	28	75%
Waterstone Advisors LLC	Low $420K	$12M	28	39%
Beta Management Consulting	High $1M	$29M	29	0%
BFA Wealth Management	Low $510K	$15M	29	14%
Carey S. Roebuck Financial Services, LLC	Very Low $180K	$5.2M	29	86%
Douglas A. McClennen IA	Very High $2.7M	$78M	29	45%
Cascade Wealth LLC	High $1M	$31M	30	50%
DSW Investment, LLC	Very High $2.8M	$84M	30	100%
Evergreen Wealth Management	Very High $1.9M	$56M	30	97%
Just Wealth LLC	Typical $800K	$24M	30	23%
KATAPULT Financial Planning LLC	Very High $1.7M	$50M	30	47%
New Century Investment Management, L.L.C.	—	—	30	0%
Breakwater Asset Management, LLC	Low $400K	$13M	31	26%
Burr & Company, LLC	Very High $1.8M	$56M	31	52%
Eddy Company, LLC	Low $340K	$11M	31	16%
Geld Financial Advisors, Inc.	—	—	31	100%
Lowry Financial Services	Typical $820K	$25M	31	32%
Pamet Advisors LLC	High $1.4M	$44M	31	35%
Tiedemann & Associates Investment Advisors, Inc.	Very High $1.7M	$54M	31	58%
Cranston Capital Management, LLC	Typical $860K	$28M	32	31%
Highwind Wealth Management	Typical $720K	$23M	32	28%
Okemo Capital Management, LLC	Very High $3M	$95M	32	91%
Strategic Financial Alliance, LLC	High $1.2M	$40M	32	0%
Tailwind Wealth Management, LLC	High $1.2M	$38M	32	34%
Collaborative Financial Solutions LLC	Low $420K	$14M	33	30%
Long Point Wealth Management, LLC	High $1.2M	$38M	33	42%
PlanDynamic, LLC	Typical $880K	$29M	33	76%
Wenning Investments, LLC	High $1.2M	$40M	33	24%
Encore Investment Advisors, LLC	High $1.2M	$41M	34	68%
Pacesetter Planning LLC	Low $280K	$9.5M	34	18%
Protegro, Inc.	Very Low $140K	$4.8M	34	0%
Queenvest	Low $310K	$11M	34	0%
Seed Wealth Management, Inc.	Very High $5.6M	$190M	34	85%
CVW Financial, LLC	Very Low $260K	$9M	35	9%
Doncaster Wealth LLC	Low $310K	$11M	35	54%
Spindletop Commonwealth Advisors LLC	Typical $860K	$30M	35	63%
Stephen P Galib CRPC	Very Low $0	$0	35	0%
Broadwater Capital Management LLC	Very High $3.9M	$140M	36	50%
Loynd Capital Management	Typical $670K	$24M	36	0%
Neiman & Associates Financial Services, LLC	High $1M	$37M	36	50%
Paragon Financial Advisors	Very High $3.1M	$110M	36	0%
Shimkus, Peter E	Typical $730K	$26M	36	75%
T.H. Rapko & Company, LLC	High $940K	$34M	36	44%
Vineyard Wealth Group, LLC	Typical $580K	$21M	36	22%
BradyCo Financial	Very High $4.8M	$180M	37	65%
Guide Wealth Management	High $1.1M	$42M	37	43%
Heritage Financial Network, Inc.	Very High $2.3M	$85M	37	81%
Honorable Financial Services, LLC	Low $340K	$12M	37	3%
Mirica Wealth	Low $410K	$15M	37	8%
Waypoint Financial Planning LLC	Very High $1.7M	$61M	37	49%
Lally Wealth Management, LLC	—	—	38	0%
Memento Financial Planning	High $940K	$36M	38	32%
Pathways Financial Planning	Very Low $0	$0	38	11%
Strategic Planning Associates	Very Low $230K	$8.7M	38	16%
Clearview Financial Strategies LLC	Low $330K	$13M	39	38%
MJM Investment Advisors, Inc.	Typical $910K	$35M	39	0%
Starboard Wealth Management, LLC	Low $360K	$14M	39	0%
Yankee Investor, LLC	Low $280K	$11M	39	0%
CAPE ANN FINANCIAL	Low $460K	$18M	40	63%
Hawk Capital Management LLC	Low $530K	$21M	40	40%
Houbben Planning Associates Inc.	Very Low $0	$0	40	25%
Jadim Wealth Management, LLC	Typical $640K	$26M	40	28%
Pier 42 Advisors	Typical $730K	$29M	40	35%
SHARON LUND, FINANCIAL PLANNING, Inc.	Very Low $0	$0	40	75%
Arlington Investment Advisors	Typical $590K	$24M	41	0%
Clarity Wealth Management LLC	Very Low $190K	$7.9M	41	2%
Northmont Wealth Management LLC	Typical $560K	$23M	41	29%
SW Private Wealth, LLC	High $980K	$40M	41	34%
Fourth Quarter Retirement Strategies, LLC	—	—	42	0%
James D. Maxon Financial Advisors, LLC	Low $360K	$15M	42	0%
Tilton Asset Management	Very High $2.2M	$94M	42	100%
TLP Financial Services, Inc.	Typical $890K	$37M	42	29%
Woodland Investment Consulting LLC	Low $520K	$22M	42	100%
Wood River Consulting	Very Low $140K	$6M	42	0%
Andersonlane	High $1.2M	$51M	43	37%
Infinity Financial Strategies, LLC	Typical $830K	$36M	44	34%
Mission Park Capital, LLC	Very Low $190K	$8.4M	44	14%
Chilmark Wealth Management LLC	Very High $2M	$89M	45	13%
Clear View Wealth Advisors, LLC	Low $530K	$24M	45	4%
Dollar & Sense	Very Low $0	$0	45	0%
Dover Investment Advisory Corporation	Very High $3M	$140M	45	67%
Snowcap Financial	Very Low $240K	$11M	45	0%
Ebersole Financial LLC	Very High $1.7M	$78M	46	70%
Leverage Financial Advisory	Low $380K	$17M	46	11%
Lodestar Wealth, LLC	Low $270K	$12M	46	24%
Sullivan Retirement Resources, LLC	Low $370K	$17M	46	13%
Allegiance Financial Services, Inc.	High $1M	$49M	47	28%
Brae Head, Inc.	Very High $1.8M	$83M	47	47%
Foundations Financial Planning, LLC	—	—	47	74%
Quabbin Advisors	Very High $2.3M	$110M	47	77%
Tomasetti Investment Group, LLC	High $1.3M	$59M	47	55%
Forever Financial Advisors, LLC	High $1.5M	$72M	48	56%
Titanium Advisors, LLC	Very High $3.5M	$170M	48	83%
Holder & Company, Inc.	Typical $720K	$35M	49	12%
Wade Management LLC	Low $370K	$18M	49	16%
Blacksmith Advisors LLC	Very Low $170K	$8.3M	50	16%
Concord Atlantic, Inc.	Very High $2.9M	$150M	50	80%
Essex Capital Management	Typical $930K	$46M	50	34%
Fisher Financial Strategies	Very Low $0	$0	50	74%
Main Street Financial Advisory LLC	Typical $670K	$33M	50	14%
NestEgg Financial	Very Low $160K	$8M	50	0%
Parkmount Financial Partners LLC	Typical $810K	$40M	50	30%
Sentinel Advisory Corp	High $1M	$51M	50	30%
Williams Wealth Management	Low $520K	$26M	50	0%
Fair Weather Strategies LLC	Typical $550K	$28M	51	27%
Cambridge Financial Services	Very Low $96K	$5M	52	0%
Murray Financial Advisors LLC	High $1.3M	$65M	52	40%
Coastal Financial Planning, Inc.	Typical $700K	$37M	53	0%
Long Game Financial, LLC	Typical $880K	$48M	54	56%
Oxford Martin, LLC	Low $470K	$25M	54	15%
Zen Wealth Advisors, LLC	Low $490K	$26M	54	52%
BCF Law Group, LLC	Typical $820K	$45M	55	29%
Heritage House Asset Management	High $1.3M	$73M	55	100%
Silk Investment Advisors	Very Low $95K	$5.2M	55	25%
Slate Peak Financial Services, LLC	Low $430K	$24M	55	65%
Bon Investments, LLC	High $1.3M	$75M	56	55%
Montanari Financial Advisors Inc.	Typical $630K	$36M	56	0%
Wilson Capital, LLC	Typical $660K	$37M	56	29%
Capable Wealth, LLC	Low $370K	$21M	57	14%
Peterkin Financial, LLC	Low $430K	$25M	57	0%
CIO Wealth Management, Inc.	High $1.1M	$66M	59	61%
Helm Financial Planning LLC	High $1.5M	$88M	59	56%
Street Smart Financial, LLC	High $980K	$58M	59	100%
Atlantic Retirement & Wealth Advisors LLC	Typical $750K	$45M	60	32%
Hartman, Jeremy	Very Low $26K	$1.6M	60	0%
Seidman Investment Portfolios	High $1M	$61M	60	40%
CB Capital LLC	Very High $2M	$120M	61	70%
Breakwater Financial, LLC	Very High $2.1M	$130M	62	63%
Kearney-Burch Financial Services, Inc.	High $980K	$61M	62	27%
Lakeside Financial Planning, LLC	High $1M	$64M	62	29%
Beantown Financial Advisors LLC	Very High $2.5M	$160M	63	68%
Robert William Shoemaker,Iii	High $990K	$62M	63	33%
Silver Anchor Financial, LLC	Low $400K	$25M	63	22%
Belmont Financial, LLC	High $1.4M	$93M	64	34%
TaiBay Wealth Management LLC	Typical $890K	$57M	64	56%
Red Clover Wealth Management, LLC	Low $460K	$30M	65	38%
Seaport Financial Planning, LLC	Typical $850K	$55M	65	69%
Willow Planning Group, LLC	—	—	65	0%
COMPASS Wealth Management, LLC	High $1.5M	$97M	66	59%
James Horton, LLC	Typical $690K	$45M	66	0%
KJ Capital Management LLC	Very High $1.6M	$110M	66	68%
MacNeil Capital Management	Typical $730K	$48M	66	39%
ATI Wealth Partners, LLC	Low $440K	$30M	67	22%
Yellow Dog Financial, Inc.	Low $380K	$26M	67	69%
NAV Wealth Management LLC	Low $340K	$23M	68	3%
Ridley Cove Financial Advisors LLC	Typical $600K	$41M	69	7%
Wickford Wealth Management, LLC	High $1M	$71M	69	43%
South Coast Planning & Wealth Management	Low $500K	$35M	70	16%
Panos Financial Partners, LLC	Typical $590K	$42M	71	0%
Sagamore Wealth Management, LLC	Low $310K	$24M	75	0%
Cascade Wealth Management Solutions Inc.	Very Low $220K	$17M	76	0%
Income Associates	Very Low $120K	$9.4M	77	0%
Middle Street Capital, LLC	Very High $1.7M	$130M	79	52%
Sage Wealth Advisors LLC	Typical $620K	$49M	79	19%
White Pine Investments	Low $300K	$24M	79	5%
Wolfstich Capital, LLC	Very High $2M	$150M	79	70%
Hoffman, Alan N. Investment Management	Very High $2.3M	$180M	80	56%
Reconstructing Wealth	Low $290K	$23M	81	7%
MOK Financial Planning & Tax, Inc.	Typical $660K	$54M	82	40%
Tanin, Tunc	Very Low $190K	$16M	83	0%
Vincent Wealth Advisors LLC	Very High $1.8M	$150M	83	42%

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