AUM per client for Independent firms serving clients in New York

Independent firms active in New York 706 firms

Very Low $12K-$190K

Low $190K-$430K

Typical $430K-$810K

High $810K-$1.5M

Very High $1.5M-$3.2M

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

Median: $590K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
360 Wealth Creation	—	—	—	—
4-3-3 Capital LLC	—	$0	—	—
Abby Advisors LLC	—	—	—	—
Advanced Portfolio Services LLC	—	$2.4M	—	—
Aetherion LLC	—	—	—	—
Affluence	—	—	—	—
Alpha Concepts LLC	—	—	—	—
Amarna Capital Partners	—	—	—	—
Aquila Ventures LLC	—	$0	—	—
ARDROSSAN Wealth Management, LLC	—	$0	—	—
Ariston Advisors LLC	—	—	—	—
Arrow Investment Mgmt.	—	$1.1M	—	—
Auriex Wealth Advisors LLC	—	—	—	—
Autonomous Wealth Management LLC	—	$0	—	—
Belov Consulting LLC	—	$280K	—	—
Bender Capital Management, LLC	—	—	—	—
Best Life Financial Planning, LLC	—	—	—	—
BloomSchon CPAs LLC	—	—	—	—
Bogart Advisory Group LLC	—	—	—	—
Bullington Advisors Inc.	—	—	—	—
Carminucci Wealth Management	—	—	—	—
Carsons Capital LLC	—	—	—	—
Cenador Financial Advisers LLC	—	$2.4M	—	—
Champion, Jessica	—	—	—	—
Cobblestone Wealth Advisors	—	—	—	—
Comfort Capital Management	—	—	—	—
Covenant Wealth	—	$0	—	—
Cycle Financial Planning LLC	—	$0	—	—
Dellith Wealth Advisory	—	—	—	—
Delphin Investments	—	$3.3M	—	—
Diversified Strategies LLC	—	$0	—	—
Dovermont Wealth & Tax Solutions	—	$0	—	—
Drawingboard Wealth Advisors	—	—	—	—
Dr. Jeff Finance, LLC	—	$4M	—	—
Dunedain Capital LLC	—	$0	—	—
Evans Capital Partners LLC	—	$0	—	—
EV Capital Management LLC	—	—	—	—
Even Keel Advisors	—	—	—	—
Ezana Capital Advisers, LLC	—	$0	—	—
Fahey Financial	—	$0	—	—
Family Office Advisors LLC	—	—	—	—
FAR Financial	—	$0	—	—
Fig Tree Financials LLC	—	—	—	—
Finish Line Wealth Management, LLC	—	—	—	—
Fourth Wall Advisors LLC	—	$100K	—	—
Frame Wealth Management	—	$0	—	—
Framework Wealth	—	—	—	—
Good Capital	—	$0	—	—
Good Luck NY Inc.	—	—	—	—
Gotham Block, LLC	—	$0	—	—
Gramercy Private Wealth LLC	—	$2.5M	—	—
Grand Central Financial Planning	—	$0	—	—
Greenwood Hayden Legacy Partners	—	$0	—	—
Gulf Coast Asset Management Company LLC	—	—	—	—
Guzhuna Asset Management	—	$0	—	—
Hamewith Wealth	—	—	—	—
Hannigan Financial, LLC	—	$0	—	—
Hillstrong	—	—	—	—
Hudson House Capital Incorporated	—	$280K	—	—
Hyperion Wealth Management LLC	—	$1.2M	—	—
InCred Wealth Inc.	—	—	—	—
Infiniti Capital Management, LLC	—	—	—	—
Jarombek Capital LLC	—	$0	—	—
Jon A Nixon CPA PC	—	—	—	—
JQL Wealth	—	—	—	—
Julien Wealth Advisors, LLC	—	$0	—	—
Keala Advisors	—	—	—	—
Knox Capital	—	$0	—	—
Kpoint Capital LLC	—	$310K	—	—
Leh Advisors LLC	—	$0	—	—
Mikhael Paul	—	$0	—	—
MJ Capital Management LLC	—	—	—	—
Modoo Strategy LLC	—	$0	—	—
Musaffa LLC	—	$2K	—	—
New York Fee Simple, LLC	—	$0	—	—
New York Financial AVP, LLC	—	$0	—	—
Nightgale Wealth Management LLC	—	—	—	—
NJK Wealth Management	—	—	—	—
Nuvern Wealth Advisors LLC	—	$0	—	—
Omnes Wealth Management LLC	—	—	—	—
Padovani Asset Management	—	$0	—	—
Paul M Williams LLC	—	$0	—	—
Peartree Advisory	—	$0	—	—
Phoenix-Veritas Wealth Management	—	—	—	—
Planbound, LLC	—	$0	—	—
Quantum Advisory Group, LLC	—	$0	—	—
Riemann Capital LLC	—	—	—	—
Risen Phoenix Capital Advisers, LLC	—	$0	—	—
R Squared IV	—	$0	—	—
Ryse Capital Management	—	$0	—	—
Seaport Asset Management, LLC	—	$0	—	—
Sparrow Wealth Management	—	—	—	—
Stone Capital Partners, LLC	—	—	—	—
The DeBart Group Inc.	—	—	—	—
The Robert J. Wilkes Planning Forum	—	—	—	—
The True Prophets LLC	—	$0	—	—
Tomkiewicz Wealth Management	—	$1.1M	—	—
Triple Balance Advisers Inc	—	—	—	—
Upkeep Financial	—	—	—	—
Vanik Capital LLC	—	—	—	—
Variety RIA LLC	—	—	—	—
Velbridge Wealth Advisors LLC	—	$0	—	—
VERA-CPA, Inc.	—	$0	—	—
Wangchuk Capital, LLC	—	$1.1M	—	—
Wealth Forward Advisors	—	—	—	—
Wealthie Advisors	—	—	—	—
William C. Hoeffer, Jr. Inc.	—	—	—	—
Yieldwink Capital	—	—	—	—
Youhe Advisors LLC	—	$120K	—	—
YRN Industries LLC	—	$6.3K	—	—
Zachary Financial Consultants LLC	—	—	—	—
ZZ Planning LLC	—	—	—	—
ALR Capital Advisors, LLC	Very Low $80K	$80K	1	0%
Amvoy Wealth	Very Low $100K	$100K	1	0%
Armadale Asset Management LLC	Typical $690K	$690K	1	100%
Cloud Peak Advisors	Very Low $150K	$150K	1	100%
Dubois Capital Management LLC	Very Low $90K	$90K	1	0%
Duracapital	—	—	1	0%
EIA Investments LLC	Very Low $150K	$150K	1	100%
FMD Wealth Advisors LLC	Very Low $140K	$140K	1	0%
Glenview Wealth LLC	—	—	1	0%
LTS Wealth Management	Very Low $16K	$16K	1	0%
Mark Andrew Paganelli	—	—	1	0%
Alpha Inertia Capital	Typical $480K	$970K	2	100%
Angel Light Capital	Low $290K	$580K	2	0%
Dantes Outlook	Very Low $0	$0	2	0%
David's Planning Services, LLC	Very Low $0	$0	2	0%
Financial Strategy Advisors, LLC	—	—	2	0%
FlexIncome Fund	Very Low $110K	$220K	2	50%
Guardant Wealth Advisors LLC	Very Low $9K	$18K	2	0%
Heartland Northeast LLC	Very Low $15K	$30K	2	0%
Mon Capital Management LLC	Very High $9.3M	$19M	2	100%
Rhizome Capital Management LLC	Very High $6M	$12M	2	100%
Royal Treasure Advisory LLC	Very Low $49K	$97K	2	0%
Sodium Advisors Inc.	Very High $29M	$58M	2	100%
TSN Management Inc.	Very Low $100K	$200K	2	0%
WealthWise, LLC	Very Low $0	$0	2	100%
Wieder Financial Corp.	Very High $2.7M	$5.5M	2	50%
Atlas Meridian Capital LLC	Very High $6.7M	$20M	3	100%
Bantam Inc.	Very High $10M	$31M	3	100%
Better Wealth Advisory LLC	—	—	3	0%
Briarcliff Manor Wealth Advisors	Low $280K	$840K	3	0%
Donovan, Dennis J	Very Low $0	$0	3	100%
Eighty Rods Advisors	Very High $4.9M	$15M	3	0%
GLR Investment Advisory LLC	Low $210K	$640K	3	0%
John Nuckel LLC	Very High $4.7M	$14M	3	100%
Mountain Ash Capital LLC	Very Low $140K	$410K	3	100%
Nonesuch Advisors	—	—	3	0%
PretiumCapital Management, Inc.	Very Low $41K	$120K	3	0%
RA Advisory LLC	Low $390K	$1.2M	3	0%
Sharply AI	Low $330K	$980K	3	67%
StackWealth LLC	—	—	3	0%
Strive Asset Management, LLC	High $1.4M	$4.1M	3	100%
Stronghold Investment Management	Low $240K	$710K	3	0%
Trendhaven Investment Management, LLC	Typical $660K	$2M	3	100%
US Wealth Management Advisors, LLC	Very Low $92K	$280K	3	33%
Venado Investment Advisors LLC	Low $330K	$1M	3	100%
Aboveboard Wealth Management, LLC	Very Low $0	$0	4	0%
Birn Financial Inc	—	—	4	25%
Bmr Global Wealth Management Group, Inc.	Low $260K	$1.1M	4	0%
Differential Capital LLC	High $1M	$4M	4	100%
Family Wealth Counselors, LLC.	—	—	4	0%
Forza Wealth Advisory Services LLC	Low $240K	$960K	4	0%
Gaelin LLC	Low $220K	$870K	4	75%
Gates Wealth Group	Very Low $81K	$320K	4	0%
Hive Retirement Planning	Typical $760K	$3M	4	100%
Jet Stream Wealth Management	Very Low $4.5K	$18K	4	0%
Madison Money Management, Inc.	Very High $2.5M	$10M	4	0%
Map to Your Wealth LLC	High $970K	$3.9M	4	50%
Moor Funds	Typical $500K	$2M	4	100%
Multigenerational.Black Inc.	Very Low $87K	$350K	4	25%
Orion-Archstone Asset Management Inc.	Typical $450K	$1.8M	4	0%
Revelations Asset Management LLC	Very Low $11K	$44K	4	100%
Saber Asset Management	Low $220K	$870K	4	75%
Salem Asset Management	High $930K	$3.7M	4	75%
Spectrum AC Advisors, LLC	Typical $680K	$2.7M	4	0%
TwentyThree Advisory	Very High $10M	$41M	4	100%
Upside Lab Advisors Inc.	Low $420K	$1.7M	4	0%
ZIHUITRADING LLC	Very Low $110K	$460K	4	0%
Coordinated Planning Group, Inc.	High $1.4M	$7M	5	100%
Eslami & Co. Wealth Management, LLC	Typical $650K	$3.2M	5	0%
Financial SpyglassÂ®	Very High $1.9M	$9.6M	5	100%
Flanagan Financial Management	Very High $4.3M	$21M	5	100%
Highroad Wealth Advisers, LLC	Very High $3.2M	$16M	5	100%
Integrated Wealth Management Solutions, LLC	High $1M	$5M	5	20%
Lanmar Capital Management	Low $360K	$1.8M	5	100%
Munakata Associates LLC	Very High $10M	$50M	5	100%
Oceanus Research LLC	Typical $600K	$3M	5	100%
Trieste Capital LLC	Very High $2.9M	$15M	5	100%
Your Money Matters Wealth Management, LLC	Very Low $45K	$230K	5	0%
Alphyn Capital Management LLC	Very High $5M	$30M	6	100%
American European Asset Management LLC	High $1.5M	$8.9M	6	100%
Beechnut Capital Management LLC	Very High $1.7M	$10M	6	0%
Courseview Capital LLC	Typical $530K	$3.2M	6	0%
Expected Value Management LLC	Very High $6.4M	$38M	6	33%
FINANCIAL FILOSOPHY	High $840K	$5M	6	0%
Foresight Advisors	High $900K	$5.4M	6	67%
Free Time Financial LLC	Very High $1.7M	$9.9M	6	0%
Fresh Lake Wealth Management LLC	Very Low $140K	$860K	6	0%
Global Hill Wealth Advisors LLC	Very Low $140K	$840K	6	0%
Global Special Situations Research Co. Inc.	Very High $2.4M	$15M	6	33%
J.R.Pluta Capital Management, Inc.	Very High $2.3M	$14M	6	50%
Ludus Capital, LLC	Very Low $60K	$360K	6	0%
Maxine Weiner, CFP(R)	Very Low $0	$0	6	33%
Milestone Consultants, Inc.	Low $340K	$2.1M	6	0%
Prosus Wealth Management	Very High $1.9M	$11M	6	100%
Spaulding Greene Wealth Management, LLC	High $1.1M	$6.9M	6	100%
Wind & Rose, LLC	Very Low $160K	$940K	6	0%
10x10y LLC	Very High $2M	$14M	7	57%
Arcanum Capital Management LLC	Low $300K	$2.1M	7	0%
Atwima Wealth Management LLC	Very Low $100K	$710K	7	0%
Conservative Equity Investment Advisors	Typical $800K	$5.6M	7	43%
Contessa Capital	Very High $1.8M	$13M	7	100%
Heritage Hill Adviser	Very Low $38K	$270K	7	0%
Hilty Wealth Management LLC	Low $220K	$1.5M	7	57%
MBB Advisory LLC	Very High $1.7M	$12M	7	0%
MEJ Wealth Advisors LLC	Low $310K	$2.2M	7	0%
Nevis Equity Advisors LLC	Very Low $98K	$690K	7	0%
Rc Financial, Inc.	—	—	7	0%
Westmore Asset Management	Very High $7.8M	$54M	7	43%
Zou Capital Management LLC	Very Low $47K	$330K	7	0%
Aristo Advisors LLC	High $1.1M	$8.4M	8	75%
Ascent Capital Management, Inc.	Typical $490K	$3.9M	8	100%
Ascent Systematic Advisors LLC	Very Low $140K	$1.1M	8	100%
Blumberg B+V Advisors, LLC	Very High $2.5M	$20M	8	50%
BPBI LLC	Very High $5.6M	$44M	8	100%
Calado Capital	Very Low $72K	$570K	8	0%
Carissima Capital LLC	Typical $570K	$4.5M	8	0%
Earndex, LLC	Very High $3.3M	$26M	8	100%
Efficient Capital Strategies, LLC	High $1.5M	$12M	8	50%
EMRO Asset Management, LLC	High $1M	$8M	8	100%
Financial Boss	—	—	8	0%
Gemstone Wealth Management	High $1.4M	$11M	8	100%
Keenan Private Wealth Management	High $1.1M	$8.5M	8	38%
Kostrzewski, Mark Benedict	Very Low $0	$0	8	0%
Oakley Financial LLC	Very Low $44K	$350K	8	0%
Olson Tax & Financial Planning	Very High $3.5M	$28M	8	100%
Ravello Partners LLC	High $950K	$7.6M	8	88%
Saunix Investment Management, LLC	High $1.4M	$11M	8	88%
Watch Hill Advisors, LLC	Typical $770K	$6.1M	8	0%
White Crest Capital	High $1.4M	$11M	8	100%
Apsis Capital Management LLC	Typical $440K	$4M	9	100%
Axia Asset Management, LLC	Very High $7.9M	$71M	9	100%
Baffin Advisors LLC	Very High $12M	$100M	9	100%
Cornell Capital Management	Very High $2.4M	$22M	9	100%
Flores Wealth Planning, LLC	Low $330K	$3M	9	0%
LK Financial Planning LLC	Very High $9.7M	$87M	9	100%
Lucre Advisory LLC	Very Low $80K	$720K	9	0%
NCT Advisors	Very Low $54K	$490K	9	0%
Precession Capital Management, LLC	Very High $2.3M	$21M	9	100%
Strikeout Capital LLC	Very Low $79K	$720K	9	0%
Taher Financial Planning	Very Low $18K	$160K	9	0%
The SEB Group, Inc.	—	—	9	0%
Trane Capital, LLC	Typical $470K	$4.3M	9	0%
Wu Wealth Advisory, LLC	Very Low $77K	$690K	9	0%
Adviso Wealth	Low $360K	$3.6M	10	10%
Dee-Ann R. Fox, CFP	Very High $3.6M	$36M	10	100%
Edward S. Green & Associates, LLC	Very Low $0	$0	10	0%
Fifth Avenue Wealth Advisors LLC	Very High $2.4M	$24M	10	80%
Fortrove Partners	Typical $580K	$5.8M	10	20%
Integral Financial Planners	High $890K	$8.9M	10	0%
LeBron Financial Services, Inc.	Very Low $90K	$900K	10	0%
Lone Wolf Trading LLC	Very Low $61K	$610K	10	0%
O'Gorman Asset Management, Inc.	High $1.1M	$11M	10	0%
Old Field Advisors LLC	Very High $2.9M	$29M	10	100%
Shelterbelt Advisors	—	—	10	0%
Swapnick, LLC	Very Low $77K	$770K	10	0%
System Research, LLC	Low $400K	$4M	10	30%
Tilden Capital Management, LLC	Very High $1.6M	$16M	10	40%
Aviles Capital Management LLC	Very Low $41K	$450K	11	0%
Blaine Capital, LLC	Very High $1.5M	$17M	11	0%
CatsGame Capital LLC	Low $340K	$3.7M	11	100%
E. Magnus Oppenheim & Co. Inc.	High $860K	$9.5M	11	36%
Gold Star Asset Management, LLC	Very Low $130K	$1.4M	11	100%
Mainwall Investment Management, LLC	Very High $1.6M	$18M	11	100%
Stephen A. Dipisa Registered Investment Advisor	High $1.2M	$13M	11	0%
Virgil Wealth Advisory	Very Low $110K	$1.2M	11	0%
Whiston Asset Management	Very High $1.9M	$21M	11	55%
Aurelia Capital Advisors, Inc.	Very Low $120K	$1.4M	12	0%
Capital Solutions Advisors, LLC	Very Low $9.9K	$120K	12	0%
Castleton Partners, LLC	Very High $7.4M	$89M	12	83%
Fleisher, Martin	Very High $15M	$180M	12	100%
Grey Private Capital	Typical $740K	$8.8M	12	33%
Harbor Wealth Management	Low $350K	$4.2M	12	17%
Haystack Financial Planning	High $830K	$10M	12	58%
Majority Asset Management, Inc.	Very High $2.7M	$32M	12	100%
Manor Park Capital LLC	High $880K	$11M	12	67%
Navwell Advisors	Typical $660K	$7.9M	12	33%
NOORVEST LLC	Low $300K	$3.6M	12	17%
OnlyFunds	Very Low $26K	$310K	12	0%
PFS Planning LLC	—	—	12	50%
Portfolio Allocators LLC	—	—	12	0%
Prescott, Adams and Group Inc.	—	—	12	0%
Timothy C. Minneci	Very Low $0	$0	12	100%
Truenorth Financial Planning	Typical $750K	$9M	12	100%
Velmark Capital Management LLC	Very High $1.8M	$22M	12	100%
Alphatheta Capital LLC	Low $280K	$3.7M	13	0%
Angel Wealth Advisors	Low $420K	$5.4M	13	31%
Ayla Capital	Typical $630K	$8.2M	13	46%
Cove Street Capital, LLC	Very High $2.1M	$27M	13	77%
Customers' Yachts Advisers, Inc.	High $920K	$12M	13	31%
Daceyholden Management, LLC	Low $320K	$4.2M	13	15%
DBM Planning, LLC	High $970K	$13M	13	31%
Engel Capital	Very Low $18K	$230K	13	8%
Enterprise Value Capital Management, LLC	High $880K	$11M	13	92%
Excelsior	Very High $1.8M	$24M	13	62%
Investry, LLC	Typical $740K	$9.6M	13	38%
JPS Advisors LLC	High $1.1M	$14M	13	31%
McPherson Financial Advisors, Inc.	Very High $2.2M	$28M	13	62%
Onyx Wealth Management LLC	Very Low $75K	$980K	13	0%
Silver Advisors, LLC	Very High $5.5M	$72M	13	69%
Single A Capital, LLC	High $1.3M	$17M	13	100%
Sylo Planning	High $1.1M	$14M	13	0%
The Playbook Advizor	High $1.2M	$15M	13	0%
Tuliptree Advisors	High $840K	$11M	13	31%
Wank & Liptzin Advisory Services LLC	High $1.2M	$16M	13	0%
Wealth in Yourself LLC	Low $270K	$3.5M	13	8%
ADV Investment Management	Very High $1.8M	$25M	14	0%
Beekman Financial Planning LLC	Typical $600K	$8.5M	14	21%
Cloverhill Capital Management	Typical $650K	$9.1M	14	0%
Freemind Financial Advisory	Typical $490K	$6.9M	14	0%
Kailix Advisors LLC	Very High $8.5M	$120M	14	100%
Lions Financial Advisory	Very Low $41K	$570K	14	29%
Pelican Bay Asset Management, Inc.	Very High $2.9M	$40M	14	100%
Prudent Investment Advisors, Inc.	Typical $610K	$8.6M	14	64%
Ryefield Capital, LLC	Very Low $130K	$1.8M	14	0%
Titanhub Capital Management LLC	Very Low $4.3K	$60K	14	0%
Bootpack Financial Partners, LLC	Very High $4.9M	$73M	15	47%
Clearview Financial Planning, Inc.	Very High $2.2M	$33M	15	27%
Holbrook Management, LLC	Very High $3.7M	$55M	15	100%
Indieplan LLC	—	—	15	0%
Janal Capital Management LLC	Very High $1.5M	$23M	15	33%
Maci Family Office Advisors	Very High $1.6M	$25M	15	100%
Madison Asset Advisors, LLC	Very High $1.7M	$25M	15	0%
Marello Investment Advisors, Inc.	Very High $1.8M	$27M	15	60%
Moonbridge Financial Design, LLC	Typical $540K	$8.1M	15	20%
Quo Vadis Capital, Inc.	Low $270K	$4M	15	100%
Rosci Lamb, LLC	High $1.5M	$22M	15	100%
SA Asset Management, Inc.	—	—	15	0%
Sabina Asset Management LLC	Typical $810K	$12M	15	100%
SKP Wealth	Very Low $130K	$1.9M	15	0%
The Butler Group LLC	High $1.5M	$22M	15	60%
Wimer Investment Management	Very High $5.7M	$86M	15	7%
Aligning Wealth	Low $250K	$4M	16	0%
Appian Road LLC	Very Low $130K	$2M	16	0%
Beta Management LLC	—	—	16	0%
Fawley Wealth International	High $940K	$15M	16	69%
GreenLife Advisors, LLC	High $1.2M	$20M	16	63%
Mercury Financial Advisors	High $1.4M	$23M	16	69%
MRC Group LLC	High $1M	$16M	16	69%
Stantum, LLC	Very High $1.7M	$27M	16	63%
Broadpark Advisors, LLC	Typical $680K	$12M	17	18%
Delta & Gamma Capital Management LLC	Typical $460K	$7.9M	17	100%
Dumont Wealth	Typical $760K	$13M	17	41%
First Shelbourne	Typical $440K	$7.5M	17	0%
Fischer Advisors LLC	Typical $800K	$14M	17	0%
Garrison Phillips, LLC	Low $410K	$7M	17	41%
JWK Financial	Typical $720K	$12M	17	24%
LAMBENT Asset Management, LLC	Very Low $140K	$2.3M	17	12%
LT Advisors LLC	Very High $2.8M	$47M	17	47%
Mott Capital Management LLC	Low $260K	$4.4M	17	35%
Northquant Capital Management, LLC	Typical $470K	$7.9M	17	0%
Pavilion Financial Planning	Low $250K	$4.3M	17	0%
RAS Capital Services, Inc.	Very High $3.2M	$55M	17	29%
Shareks Stock Portfolios	Typical $790K	$13M	17	0%
Sherwood Financial Management	High $1.4M	$24M	17	71%
SM Carlton Advisory	Very Low $110K	$1.9M	17	0%
Sustainable Financial Planning	High $900K	$15M	17	35%
S. Williams Capital, LLC	High $1M	$17M	17	71%
Veltra Capital	Low $340K	$5.7M	17	18%
ACM Macro LLC	Very Low $57K	$1M	18	100%
Balfour Capital Management	Low $380K	$6.8M	18	0%
Brian Thompson Financial	High $1.1M	$19M	18	17%
Broad Wealth Management, Inc.	Very Low $0	$0	18	100%
Compo Advisors, LLC	High $1.3M	$23M	18	72%
Davenport PBH LLC	Typical $500K	$9M	18	83%
Focus Asset Management LLC	Typical $740K	$13M	18	0%
IWM Advisors, LLC	Very Low $0	$0	18	100%
Lailaps Capital, L.L.C.	Very High $1.6M	$28M	18	22%
Sabbia Faro Wealth Management LLC	Very High $2.8M	$51M	18	61%
Sanity Capital Management LLC	High $1.1M	$21M	18	50%
Sire Line Capital Management LLC	Typical $440K	$8M	18	0%
ST GOLIA Planning, LLC	Very Low $0	$0	18	100%
Aces Advisors	Very Low $66K	$1.3M	19	0%
Brandon Hill Wealth Management, LLC	Very High $2.5M	$48M	19	53%
Darby Wealth Planning LLC	High $1.4M	$27M	19	37%
Derastone	Very High $2M	$37M	19	47%
First Step Wealth Planning	Very High $1.6M	$31M	19	53%
Followthru Planning Associates LLC	Very Low $78K	$1.5M	19	0%
HEDGEWISE	Typical $770K	$15M	19	79%
Honey Badger Advisors LLC	Low $200K	$3.8M	19	0%
Kisco Capital, LLC	Typical $650K	$12M	19	21%
Lighthouse Wealth Management, LLC	Low $240K	$4.5M	19	16%
Mittleman Value Partners LLC	Low $260K	$4.9M	19	100%
RSA Capital	Typical $480K	$9.2M	19	47%
Russell J. D'Alba	Very Low $0	$0	19	79%
Stardust Wealth Strategies	High $1.2M	$23M	19	79%
Washington Peak Investment Advisors LLC	High $1.1M	$22M	19	100%
Wharton Wealth Planning, LLC	Very High $1.6M	$31M	19	89%
Alpha	Very High $2.7M	$54M	20	100%
Altanes Investments, LLC	High $1.1M	$22M	20	40%
DJ Wealth Systems, LLC	Very High $2.2M	$44M	20	100%
Farview Management, LLC	Low $310K	$6.2M	20	40%
Financial Freedom Management LLC	Low $400K	$8.1M	20	30%
Good Harvest Financial Group, Inc.	—	—	20	0%
Ketwich Capital LLC	High $1.4M	$28M	20	55%
Life Planning Agency, Inc	Low $210K	$4.1M	20	0%
Mia Lee Financial	Very Low $14K	$270K	20	0%
Michael Pappas Advisor LLC	Typical $520K	$10M	20	10%
Reverie Wealth	Very Low $0	$0	20	0%
Seahorse Financial Advisers Inc.	Very High $4.3M	$87M	20	95%
Teradime Financial LLC	High $1.5M	$29M	20	85%
Treussard Capital Management	Very High $3.7M	$75M	20	55%
Weston Wealth Advisors, LLC	High $1.3M	$27M	20	45%
Centerfin Capital	Low $260K	$5.5M	21	10%
Cuthbert Capital Management LLC	Very High $3.6M	$76M	21	24%
Eureka Wealth Solutions	High $1.2M	$25M	21	76%
EWM Advisory	Low $310K	$6.6M	21	100%
Fresh Bread Investments, LLC	High $900K	$19M	21	48%
Highland Wealth Advisors, LLC	Very Low $0	$0	21	81%
Kasanda Capital	Very Low $180K	$3.7M	21	0%
Marcellus Capital Management, LLC	High $1.1M	$23M	21	0%
Mavericus Retirement Services LLC	Very Low $0	$0	21	100%
Off-Trail Works LLC	Typical $430K	$9M	21	0%
RKR Capital Group LLC	Typical $500K	$11M	21	43%
Seminars for the Advancement of Financial Education	Very Low $0	$0	21	0%
True Abundance Advisors	Very High $1.5M	$32M	21	67%
Wisdom Capital Asset Management, LLC	Very High $1.9M	$41M	21	100%
Developing Financial	Very Low $82K	$1.8M	22	0%
DIWY Financial Planning	—	—	22	0%
Executive Business Financial Planning	Low $280K	$6.2M	22	45%
Franklin Madison Private Wealth	High $1.4M	$30M	22	0%
Jedi Management, Inc.	Very High $2.1M	$47M	22	45%
Pyramid Peak Capital, LLC	High $820K	$18M	22	45%
Sutton Place Capital Management LLC	High $950K	$21M	22	100%
EG Capital Management LLC	Very Low $31K	$700K	23	0%
High Grade Investment Solutions, LLC	Very High $2M	$47M	23	100%
J. B. Bryan Financial Group, Inc.	High $980K	$23M	23	0%
JM Advisors, LLC	—	—	23	39%
Port Capital Management	High $1.2M	$28M	23	61%
Presidio Advisors, LLC	High $990K	$23M	23	48%
Real Life Planning	Low $410K	$9.4M	23	13%
War Streets Capital, LLC	Typical $550K	$13M	23	26%
Frank Finances LLC	Low $310K	$7.4M	24	4%
Lange Asset Management, Inc.	High $1.4M	$34M	24	33%
LCV Advisors LLC	Very High $1.9M	$47M	24	63%
LI Wealth Management Inc	Very Low $9.8K	$230K	24	0%
Sabadoodle	Very Low $83K	$2M	24	0%
Yearwood Young Advisors	Very High $3.6M	$86M	24	58%
Creative Wealth Builders, LLC	Typical $790K	$20M	25	28%

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