AUM per client for Independent firms serving clients in Texas

Independent firms active in Texas 2,408 firms

Very Low $51K-$220K

Low $220K-$440K

Typical $440K-$740K

High $740K-$1.3M

Very High $1.3M-$2.8M

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

Median: $580K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
JS Wealth Investment Group	High $1.3M	$7.5M	6	0%
JW Hall Financial LLC	High $1.1M	$6.5M	6	67%
Lowercase Capital, LLC	Very Low $25K	$150K	6	0%
McClain Value Management, LLC	Very High $3.8M	$23M	6	100%
MDO Financial Planning, LLC	Very Low $52K	$310K	6	0%
Medina Financial, LLC	Low $240K	$1.4M	6	17%
Nichol Capital Advisors, LLC	—	—	6	0%
Optura Advisors, Inc.	Very Low $96K	$570K	6	0%
Point 16 Capital, LLC	Low $260K	$1.6M	6	0%
Sovereign Asset Advisors LLC	Very Low $68K	$410K	6	0%
Springwood Financial Advisors	Very High $4M	$24M	6	100%
Sunlight Investments	Typical $490K	$3M	6	0%
Visionary Wealth Management LLC	Very Low $91K	$540K	6	0%
VSI Capital Group	High $800K	$4.8M	6	0%
West Fork Wealth Management LLC	Very High $1.7M	$10M	6	0%
10x10y LLC	Very High $2M	$14M	7	57%
401K Assist, LLC	—	—	7	0%
Abundant Capital Strategies LLC	Very Low $59K	$410K	7	0%
Alitus Financial Services	Typical $690K	$4.8M	7	14%
Bloch Private Wealth, LLC	High $1.1M	$8M	7	86%
Blue Kayak Partners	Very High $1.5M	$11M	7	86%
Blue Mountain Financial Planning	High $1.1M	$7.5M	7	0%
Brookside Capital Group LLC	Very Low $110K	$800K	7	14%
CapitalAlphabet	Typical $540K	$3.8M	7	29%
Carter & Balsam Advisers	Very High $2.2M	$15M	7	57%
Clark Financial LLC	Very Low $33K	$230K	7	29%
CMC Advisors LLC	Very High $2.7M	$19M	7	57%
Concurrent Wealth Management	Very High $1.4M	$10M	7	0%
Crocker Capital, LLC	Low $310K	$2.1M	7	0%
Edna J. Thompsen, CFP	Very Low $0	$0	7	0%
Family AI! Financial	Very High $1.8M	$13M	7	100%
Family Investment Advisory, LLC	Low $260K	$1.8M	7	0%
Harvest Capital Management	High $870K	$6.1M	7	29%
Hilton Financial Group, LLC	Very Low $0	$0	7	0%
James G. McClellan CPA	Very High $2.7M	$19M	7	43%
JMcMahan LLC	Very Low $11K	$75K	7	29%
Kehlet Capital Management, LLC	Typical $470K	$3.3M	7	0%
Lakes Wealth Advisory, LLC	Very High $3.9M	$27M	7	100%
Marin Financial Group	Typical $690K	$4.8M	7	43%
MBB Advisory LLC	Very High $1.7M	$12M	7	0%
Meadow Lake Capital LLC	Very High $2.4M	$17M	7	100%
MoneyPro Wealth Management, LLC	Low $260K	$1.8M	7	0%
MyFi Wealth Management, LLC	Very Low $210K	$1.5M	7	0%
Old Drake, LLC	—	—	7	0%
Parkhurst Consulting CPA PC	High $760K	$5.3M	7	100%
Precision Vector Financial	Very Low $81K	$570K	7	0%
Revise	Very High $1.3M	$9M	7	100%
Robinson Wealth and Financial Planning	Very Low $43K	$300K	7	0%
Ronald Ray Schulze	High $800K	$5.6M	7	0%
Salinas Asset Management, LLC	Very Low $57K	$400K	7	0%
Thrifty Scotty Financial, LLC	Typical $580K	$4.1M	7	0%
True Riches Financial Planning	Typical $660K	$4.6M	7	43%
Tusker Wealth Management, LLC	Very Low $120K	$810K	7	0%
Waymaker Financial Planning	Typical $520K	$3.6M	7	29%
Waypoint Financial Planning, LLC	High $820K	$5.7M	7	57%
Wealth Acumen, Inc.	Very High $3.9M	$27M	7	100%
Westside Financial Advisors LLC	Typical $590K	$4.2M	7	71%
Wiedower Capital	Low $430K	$3M	7	14%
Abbington Wells LLC.	Very Low $190K	$1.6M	8	13%
Assist FP	Very Low $97K	$780K	8	0%
Barnett Capital Management, LLC	Very High $3.6M	$29M	8	100%
Bateman Capital Management, Inc.	Very Low $130K	$1M	8	0%
BDB Wealth Advisors LLC	Very Low $140K	$1.1M	8	0%
BOYTER Financial Services	Very Low $200K	$1.6M	8	0%
BPBI LLC	Very High $5.6M	$44M	8	100%
Circadia Financial Planning	Very High $3.6M	$29M	8	25%
Clearwater Wealth Management	High $960K	$7.7M	8	50%
CleverInvesting LLC	Low $250K	$2M	8	38%
Cornerstone Financial Consulting LLC	Low $370K	$3M	8	0%
Cratero Capital LLC	Low $260K	$2.1M	8	0%
Cresfund Advisors	Very High $1.6M	$13M	8	0%
Decision Tree Advisor	Low $250K	$2M	8	0%
D.R. Harris & Co.	Very Low $0	$0	8	0%
Dye Family Office	Very High $4M	$32M	8	38%
Earndex, LLC	Very High $3.3M	$26M	8	100%
Financial Boss	—	—	8	0%
Formynder Wealth Management, LLC	Very Low $27K	$220K	8	0%
Ironwood Wealth Management LLC	Low $250K	$2M	8	0%
Jade Financial LLC	Low $360K	$2.9M	8	13%
Jane Financial, LLC	Very High $2.6M	$20M	8	100%
Lamont Trading Advisors, Inc.	Low $280K	$2.2M	8	13%
Luma Financial	Typical $650K	$5.2M	8	25%
Mill Street Research	—	—	8	0%
Mosaic Wealth Consultants, Inc.	Low $400K	$3.2M	8	0%
New Day Wealth Management, LLC	Very Low $44K	$360K	8	0%
Nytrx LLC	Low $330K	$2.6M	8	0%
Partner Wealth Management, LLC	Very High $2.3M	$19M	8	13%
Pegasus Wealth Management	Typical $480K	$3.9M	8	0%
Penny Earned Financial	Very Low $0	$0	8	13%
PK Quantitative Investing, LLC	Typical $590K	$4.7M	8	13%
P&P Wealth Management LLC	Very Low $75K	$600K	8	13%
QKM, L.L.C.	Very Low $0	$0	8	0%
Quality Financial Planning LLC	Very Low $190K	$1.6M	8	0%
Red Tree Investments	Very Low $130K	$1M	8	0%
Reset Financial Planning LLC	Very High $2M	$16M	8	100%
Ridley Wealth Management	High $1M	$8.1M	8	50%
Righteous Financial, LLC	Typical $570K	$4.5M	8	0%
S2O Capital Management	Low $380K	$3M	8	25%
SaveVest, LLC	Very High $1.7M	$13M	8	88%
Strateon Intelligent Wealth LLC	Very Low $0	$0	8	88%
The Wealth Observatory	High $1.2M	$9.6M	8	50%
Walnut Hill Wealth Management	Typical $570K	$4.6M	8	13%
Winyah Financial Services, LLC	Low $330K	$2.6M	8	0%
Aber Investments	Very High $3.5M	$31M	9	100%
Adaptive Wealth, LLC	Low $370K	$3.3M	9	0%
AS Investment Partners LLC	Low $230K	$2.1M	9	33%
Basilic	Very Low $10K	$92K	9	0%
Blackwood Investment Group, LLC	Typical $460K	$4.1M	9	11%
Carter Ridge Strategic Advisors	Typical $610K	$5.5M	9	22%
Cresvita Capital	High $900K	$8.1M	9	22%
Echo Wealth Partners	High $930K	$8.4M	9	89%
Financial Consulting Services	Very High $1.9M	$17M	9	56%
Forward Financial Planning	Low $410K	$3.7M	9	0%
Four Pines Financial	High $1.3M	$11M	9	0%
Freedom Capital Management	Very High $1.5M	$13M	9	89%
Fruit of the Vine Financial, LLC	High $930K	$8.4M	9	22%
Geoffry H. Oshman, CFP	Very High $1.7M	$15M	9	67%
Hoover Capital Management, LLC	High $930K	$8.3M	9	0%
Jaston Capital, LLC	Very Low $150K	$1.3M	9	0%
Kyso Financial	Very Low $140K	$1.3M	9	0%
Luminary Wealth Advisors	Very High $1.5M	$13M	9	22%
Main Street Asset Managment	Typical $510K	$4.6M	9	67%
McCullough Wealth Management LLC	High $1.2M	$11M	9	44%
Meridian Investment Management, Inc.	High $1.2M	$10M	9	78%
Missio Investment Management LLC	Very High $2.7M	$24M	9	67%
Orchard Wealth & Legacy Management LLC	Low $290K	$2.6M	9	0%
Prime Sentry Wealth Management LLC	Very Low $5.7K	$51K	9	0%
Roland, Criss Investment Research, LLC	—	—	9	0%
Russell Advisory Group, Inc	Low $230K	$2.1M	9	0%
Salt Creek Hills Money, Ltd.	Low $300K	$2.7M	9	22%
Shidoosh Wealth Management LLC	Very High $1.4M	$12M	9	22%
SKB Advisory, LLC	Very Low $98K	$880K	9	0%
Spartan Wealth Solutions LLC	High $1M	$9.3M	9	0%
Synergy Wealth Management	Very High $1.3M	$12M	9	56%
Taylor Williams Private Wealth Management LLC	Typical $630K	$5.7M	9	22%
The Legacy Collaborative, Inc.	Typical $500K	$4.5M	9	100%
Total Financial Planning, LLC	Low $280K	$2.5M	9	0%
Trane Capital, LLC	Typical $470K	$4.3M	9	0%
Wealthwyzr, LLC	—	—	9	0%
Winding Trail Financial Planning, LLC	Very High $1.3M	$12M	9	0%
Wu Wealth Advisory, LLC	Very Low $77K	$690K	9	0%
Altair Investment Management	Low $350K	$3.5M	10	0%
Avenue 90	High $950K	$9.5M	10	0%
Axis Capital Management, LLC	Very High $1.6M	$16M	10	40%
Bright Lantern Financial LLC	Very High $2.6M	$26M	10	100%
Caplo Advisory LLC	Very High $1.8M	$18M	10	0%
Chauche & Associates LLC	—	—	10	0%
Cogent Capital Group	Very High $8.7M	$87M	10	60%
Compound Wealth Advisors	High $1.1M	$11M	10	60%
CTG Wealth Management LLC	High $750K	$7.5M	10	20%
EMW Capital Advisors, LLC	Very High $1.7M	$17M	10	20%
Envisionvest	Very Low $84K	$840K	10	20%
Erenda Capital	Typical $510K	$5.1M	10	0%
Finpower	Very Low $0	$0	10	0%
Freedom Financial Advisors	Very Low $150K	$1.5M	10	0%
Full Court Strategic Wealth, LLC	Very High $4.8M	$48M	10	70%
Gemini Estate Plan LLC	—	—	10	0%
Ghost Strategies LLC	Very Low $100K	$1M	10	0%
Harrison Securities, Inc.	—	—	10	0%
Insight Personal Finance	Typical $590K	$5.9M	10	20%
Integrated Planning Strategies, LLC	High $1.2M	$12M	10	60%
InvesDid	—	—	10	0%
Kickpoint Financial, LLC	Low $260K	$2.6M	10	100%
Krivacs Capital Management, LLC	Very High $1.8M	$18M	10	100%
KRM Advisory Services	Very Low $220K	$2.2M	10	0%
Lakeside Planning	High $1.1M	$11M	10	20%
Layered Financial, LLC	Very Low $0	$0	10	0%
Nabata Investment Group, LLC	Low $350K	$3.5M	10	10%
Nemo Capital	Very Low $160K	$1.6M	10	0%
Noble Advisory Group LLC	Very Low $200K	$2M	10	10%
Oakwood Advisory Group, LLC	Very Low $210K	$2.1M	10	20%
Open Wealth Management LLC	Very Low $130K	$1.3M	10	0%
Pacific Oak Financial Planning LLC	High $770K	$7.7M	10	0%
Paradox Financial LLC	—	—	10	0%
Pashman Financial LLC	Very Low $70K	$700K	10	0%
Quality Wealth Care, LLC	Very Low $64K	$640K	10	0%
Quantwealth Advisors LLC	Very High $2M	$20M	10	100%
Rufus Hayes Asset Management, LLC	Very High $2M	$20M	10	100%
Spirit Global Investment Advisors, LLC	Very High $8.5M	$85M	10	100%
Stevenson Advisory Services & Investments	Typical $530K	$5.3M	10	20%
SynergOS Advisory	Low $390K	$3.9M	10	50%
TCP Investments LLC	Very Low $180K	$1.8M	10	0%
Tech Wealth, LLC	High $1.1M	$11M	10	0%
The Jacobs Financial Group	Low $290K	$2.9M	10	0%
Trellisent Investments	Very High $1.6M	$16M	10	60%
Wealth Beyond Math	Typical $500K	$5M	10	10%
Zuma Capital Management, LLC	Typical $720K	$7.2M	10	50%
1Up Financial Advisors LLC	Very Low $190K	$2.1M	11	0%
Anchory, LLC	Typical $580K	$6.4M	11	45%
APEX Research and Investments, LLC	Very High $8.5M	$94M	11	100%
Aragon Advisors	Very Low $10K	$110K	11	100%
Armas Capital Management, LLC	Typical $660K	$7.3M	11	73%
BG Financial Advisors, LLC	High $870K	$9.6M	11	55%
Blueprint Retirement Advisors LLC	Low $240K	$2.7M	11	0%
Boundless Advice LLC	Very High $1.6M	$17M	11	36%
Brucker Wealth	Typical $620K	$6.9M	11	9%
Edward R.. Wildman, CPA, LLC	Very High $2.3M	$26M	11	64%
ESG Wealth Advisors	Very High $2.9M	$32M	11	73%
FamilyRoot Wealth Advisors, LLC	Typical $470K	$5.2M	11	36%
Financial Strategies, Inc	Very High $1.8M	$19M	11	27%
Find Your FI	—	—	11	0%
Guiding Financial	Very High $7.7M	$85M	11	64%
Guttman Financial Planning	Very Low $150K	$1.7M	11	100%
Haas Capital Management LLC	High $880K	$9.7M	11	100%
Heiser Investment Advisers	Low $280K	$3.1M	11	18%
Hunter Value Capital LLC	Very High $1.5M	$16M	11	55%
Insight Family Financial	Very Low $100K	$1.1M	11	0%
Investably LLC	Low $230K	$2.5M	11	0%
King Capital Management LLC	Very High $2M	$22M	11	45%
Martin Financial Solutions, LLC	Very Low $200K	$2.2M	11	0%
Motif Planning	—	—	11	0%
MSA Capital Management, PLLC	High $910K	$10M	11	91%
Nichols Wealth Advisors	High $880K	$9.7M	11	55%
Noto Financial Planning	Very High $2.2M	$24M	11	100%
Penn Street Capital Management LLC	Very High $6M	$66M	11	100%
Process Wealth LLC	High $1.2M	$14M	11	73%
Pursuit Planning and Investments, LLC	Very Low $170K	$1.8M	11	0%
Rinzler Capital LLC	Low $290K	$3.2M	11	0%
Sparrows Financial	Very Low $23K	$260K	11	18%
Spondeo Capital, LLC	Very High $2.4M	$26M	11	64%
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%
Unrivaled Wealth Management	High $1.1M	$12M	11	55%
Vedanta Sentinel Investment Advisors	Low $350K	$3.8M	11	27%
Walk You To Wealth	High $790K	$8.7M	11	0%
Whitfill Investment Management, LLC	Typical $440K	$4.9M	11	0%
Wise Financial Counsel, LLC	Very Low $0	$0	11	0%
Wysopal Wealth	Typical $610K	$6.7M	11	55%
Aspen Wealth Advisors LLC	Low $310K	$3.7M	12	0%
Atai Capital Management LLC	Very Low $110K	$1.3M	12	50%
Avant-Garde Wealth	Low $270K	$3.5M	12	0%
Carr Consulting P.A.	Very Low $38K	$450K	12	0%
Dreamfield Planning Group, LLC	High $810K	$9.7M	12	75%
Elevate Wealth Management, L.L.C.	High $930K	$11M	12	42%
Frew Street Capital	Very High $1.9M	$23M	12	58%
Future U Financial Inc.	Very Low $1	$13	12	58%
FWJ Planning LLC	—	—	12	0%
Hamilton Gray Wealth Management LLC	Very High $2.9M	$35M	12	50%
Hansen Wealth Management	Very High $7.9M	$94M	12	100%
Hermitage Advisors, Ltd.	Very High $1.5M	$18M	12	100%
Highrocks Wealth, LLC	Typical $520K	$6.3M	12	0%
HR Investment Consultants, Inc.	—	—	12	0%
Jcm Capital Management	Very High $2.9M	$35M	12	100%
JI Financial Services, LLC	Very Low $100K	$1.2M	12	0%
John Wessler & Associates	—	—	12	0%
Larsen Financial Management	Very Low $100K	$1.3M	12	8%
MFT Wealth Management	Very High $11M	$130M	12	100%
Modesto Capital	Low $350K	$4.2M	12	58%
MSM Advisory, LLC	Very Low $200K	$2.4M	12	42%
Personal Prosperity LLC	Very High $1.8M	$22M	12	42%
Phan Capital	Very Low $130K	$1.5M	12	0%
Prospero Financial Planning, LLC	Low $370K	$4.5M	12	0%
Sharp Wealth Management	Very High $2.9M	$35M	12	67%
Truenorth Financial Planning	High $750K	$9M	12	100%
Ville Wealth Management	High $930K	$11M	12	17%
49th Parallel Wealth Management	Typical $720K	$9.4M	13	23%
Altruity Wealth	Very High $2.5M	$33M	13	23%
Barac Capital Management, LLC	High $920K	$12M	13	100%
Berlin Wealth Group Advisors	Very Low $110K	$1.4M	13	0%
Brownsboro Financial	Low $380K	$4.9M	13	0%
Bulle Rock	Typical $450K	$5.9M	13	38%
Capital Alliance Wealth Management	Very High $2.3M	$30M	13	77%
Chris C Crenshaw Financial Services, LLC	Very High $3.1M	$41M	13	77%
Clear and Simple Financial Group LLC	High $780K	$10M	13	0%
Coah Financial	Low $270K	$3.5M	13	31%
Create Wealth Management, LLC	Typical $470K	$6.1M	13	8%
Dancourt Management, LLC	Very High $7.4M	$96M	13	100%
David Lurch LLC	Very High $1.3M	$17M	13	100%
DFW Wealthcare Advisors, LLC	Low $390K	$5M	13	8%
Dorgeolis Capital LLC	Very Low $190K	$2.5M	13	100%
Equilibrium Financial Planning	High $1M	$13M	13	23%
Faithful Financial LLC	Very Low $210K	$2.7M	13	0%
Hensel Capital Management	Low $410K	$5.3M	13	31%
Hidden Hills Wealth	Very High $9.5M	$120M	13	100%
MVM Advisors, LLC	Typical $550K	$7.1M	13	23%
Peaceful Advisors LLC	Typical $640K	$8.4M	13	0%
ProsPurpose Wealth	Low $230K	$3M	13	0%
Rabkin Advisors LLC	Typical $540K	$7M	13	0%
Royalty Wealth Management, Inc.	High $1.1M	$15M	13	0%
SAGE Portfolio Management LLC	Low $270K	$3.5M	13	100%
Serendib Capital Management LLC	Typical $470K	$6.1M	13	23%
Simply Human Advisors	Very High $1.8M	$23M	13	62%
Small Victories Wealth	Low $290K	$3.7M	13	0%
Street Light Wealth Management, LLC	Low $300K	$3.9M	13	15%
TBMS Wealth LLC	Typical $720K	$9.4M	13	46%
The NLW Capital Group LLC	High $1.1M	$14M	13	0%
Thomas Meyer Investments	Very Low $110K	$1.4M	13	0%
TK^2 Advisers	—	—	13	0%
Vineyard Family Wealth Advisors	Very High $6M	$78M	13	100%
Wealth in Yourself LLC	Low $270K	$3.5M	13	8%
Wealth Team LLC	Very Low $110K	$1.4M	13	23%
Wheeler & Mote, LLC	Very Low $53K	$690K	13	0%
Winvest Investments L.P.	Very High $4.1M	$53M	13	31%
Argo Wealth Management	Low $410K	$5.7M	14	0%
Ascending Assets	Very Low $100K	$1.5M	14	0%
Broyles Advisory, LLC	Very High $5.4M	$75M	14	100%
Cedar Road Capital LLC	Low $390K	$5.4M	14	36%
Create Your Path LLC	Very Low $110K	$1.6M	14	0%
DESMO Wealth Advisors, LLC	High $940K	$13M	14	50%
Domani Investments Inc.	Typical $720K	$10M	14	0%
Enduring Investments LLC	Low $250K	$3.5M	14	36%
Hozie Consulting	High $1.2M	$17M	14	57%
Johnson, Jason L.	Very High $5.7M	$80M	14	100%
Kailix Advisors LLC	Very High $8.5M	$120M	14	100%
Kenobi Wealth	Typical $470K	$6.6M	14	0%
Kitsman Investment Management	Typical $540K	$7.6M	14	64%
Las Colinas Capital Management, LLC	Very Low $150K	$2M	14	14%
Longitude Financial Planning	Very Low $42K	$580K	14	36%
Main Street Financial Advisors	Low $320K	$4.5M	14	36%
Millstein Advisors, LLC	Typical $700K	$9.8M	14	64%
MOA Advisory & Financial Services Co	—	—	14	0%
Openhanded Wealth LLC	Very Low $61K	$850K	14	29%
RCH Fields Family Wealth Management LLC	Very High $1.9M	$27M	14	14%
Sendera Wealth Advisors	High $1.2M	$17M	14	29%
SFO Capital, Inc.	Very High $1.6M	$23M	14	71%
Taylor Financial Management Inc	Very High $3.3M	$46M	14	57%
The Dedicated Dollar	Low $290K	$4.1M	14	0%
The Money Guys	High $1.2M	$17M	14	50%
Tilatti Wealth Management LLC	Low $300K	$4.2M	14	21%
Ujjval Investments, LLC	Typical $670K	$9.4M	14	57%
Vasquez Financial Consulting LLC	Typical $470K	$6.6M	14	0%
Watson House Investment Management, LLC	Very High $1.4M	$20M	14	64%
WIN Private Wealth	Very Low $210K	$3M	14	0%
Zolton Wealth	Very High $2.9M	$41M	14	100%
A.B. Ridgeway Wealth Management LLC	Low $270K	$4M	15	20%
Angel Legacy Advisors, LLC	Very Low $150K	$2.2M	15	0%
Annualitix	Very Low $130K	$1.9M	15	0%
BF, LLC	Low $310K	$4.6M	15	0%
BlueVine Advice	Low $360K	$5.4M	15	0%
Carvalho Investment Group, LLC	Low $360K	$5.3M	15	0%
Cimarron Capital Management, LLC	Very High $2M	$30M	15	67%
Clifton Myers Financial Advisory	Very Low $150K	$2.2M	15	0%
D. Moss Wealth Management	Very High $1.7M	$25M	15	60%
Elemental Wealth Advisors, LLC	Typical $540K	$8.2M	15	0%
Financial Advantage	High $1.3M	$19M	15	53%
gnrfunds LLC	Typical $460K	$6.9M	15	33%
Gray Financial Planning LLC	Low $370K	$5.6M	15	33%
Helm Investment	Typical $440K	$6.6M	15	87%
Holbrook Management, LLC	Very High $3.7M	$55M	15	100%
Holman Wealth Management	Typical $450K	$6.7M	15	27%
Indieplan LLC	—	—	15	0%
Integra Private Wealth Management, LLC	Very High $4.4M	$66M	15	100%
JKAY Securities Corporation	Very Low $140K	$2.1M	15	67%
Krueger Asset Management, LLC	Very Low $130K	$2M	15	27%
Martos Wealth Management	High $780K	$12M	15	33%
May Tree Financial Planning LLC	Low $380K	$5.6M	15	0%
Measure Twice Financial LLC	—	—	15	0%
MJC Financial Fitness LLC	Very Low $120K	$1.8M	15	20%
NewGen Wealth Creation LLC	Low $320K	$4.8M	15	20%
OPCREST Investment Management, LLC	Typical $670K	$10M	15	67%
Optifolio	High $910K	$14M	15	40%
ORF Capital Management	High $1.2M	$18M	15	0%
Paceline Wealth Management, LLC	High $1.3M	$19M	15	33%
Purpose Wealth	Typical $700K	$11M	15	87%
Quillpen Advisors, LLC	High $1.2M	$20M	16	53%
Ristau Capital, LLC	Very Low $190K	$2.9M	15	100%
Riverway Asset Management, Inc.	—	—	15	0%
Safe Landing Financial	High $820K	$12M	15	47%
Seacap Advisors, LLC	Very High $2.1M	$31M	15	20%
Singh PWM LLC	Very High $1.6M	$24M	15	33%
Solari Financial Planning, LLC	Very High $1.4M	$21M	15	0%
TwoTen Planning, PLLC	Very High $1.4M	$22M	15	87%
Venture Partners Wealth Management, LLC	High $1.2M	$18M	15	0%
Wimer Investment Management	Very High $5.7M	$86M	15	7%
Age Wisely Financial	—	—	16	50%
Aligning Wealth	Low $250K	$4M	16	0%
Allora Wealth, LLC	Typical $730K	$12M	16	44%
Aspen Wealth Management, LLC	Very High $2M	$32M	16	56%
Bollinger Wealth Management LLC	High $960K	$15M	16	31%
Compendium Wealth Advisors, LLC	Low $270K	$4.3M	16	44%
CreativeVest Inc	High $760K	$12M	16	75%
EID Capital	High $830K	$13M	16	13%
Emerald Waves Investments, LLC	Low $260K	$4.2M	16	56%
Encore Retirement Planning, LLC	Very High $2.4M	$38M	16	69%
Healthy Wealth	Typical $520K	$8.3M	16	50%
Hermosa Advisors	Very Low $0	$0	16	100%
Houston Wealth Management	Low $420K	$6.7M	16	13%
Houstoun Capital Management, Inc.	Very High $5.3M	$84M	16	50%
IS Capital Management	Very Low $190K	$3M	16	0%
JRM Tax & Wealth Management, LLC	Very Low $56K	$900K	16	31%
KTE Capital Management, LLC	Typical $680K	$11M	16	38%
Money Illustrated Advisory Services	Low $280K	$4.5M	16	25%
Mountain Flower Investments & Planning, LLC	High $900K	$14M	16	0%
MRC Group LLC	High $1M	$16M	16	69%
Mullett Financial LLC	Very High $1.7M	$27M	16	56%
NoDa Wealth Management LLC	High $820K	$13M	16	31%
Pecusavvy Financial, LLC	Typical $570K	$9.1M	16	38%
Replica Wealth Advisors Inc	Very Low $130K	$2M	16	0%
Resolute Retirement Consulting	Very High $5.1M	$81M	16	44%
R&V Personal Finance, LLC	Typical $550K	$8.8M	16	25%
Sancus Wealth Management LLC	Very Low $180K	$3M	16	25%
Sprout Capital Management, LLC	Very High $1.3M	$21M	16	31%
Szafran Capital Management, LLC	High $740K	$12M	16	0%
Azure Sky Financial Life Planning, LLC	High $890K	$15M	17	35%
Bellwether Financial Advisors	Very Low $0	$0	17	0%
Bentwood Investment Advisory	Very High $2.5M	$42M	17	76%
Coleman River Capital LLC	Typical $450K	$7.7M	17	71%
ConCap LLC	Low $400K	$6.7M	17	18%
CSG Wealth Management	—	—	17	0%
Dumont Wealth	High $760K	$13M	17	41%
Enso Financial	Very Low $77K	$1.3M	17	0%
Fee-Only Financial Advisors, LLC	High $1M	$17M	17	53%
Folse Financial	Very Low $84K	$1.4M	17	6%
Freeman Global Investment Counsel	High $820K	$14M	17	47%
Golden Goose Wealth Planning	Low $290K	$4.9M	17	0%
INS Capital Management, LLC	Typical $680K	$12M	17	18%
Knode Wealth Management LLC	High $1.2M	$21M	17	24%
Lelah Financial, LLC	Typical $530K	$9M	17	0%
Noble Advisors, LLC	Low $410K	$6.9M	17	29%
Pavilion Financial Planning	Low $250K	$4.3M	17	0%
Regan Financial Group, LLC	Very Low $26K	$440K	17	0%
SF Planning Group LLC	Low $280K	$4.8M	17	59%
Simaris Financial	High $840K	$14M	17	41%
Stellar Assets L.L.C.	Low $290K	$5M	17	35%
Sustainable Financial Planning	High $900K	$15M	17	35%
Table Rock Financial Planning	Very High $2.3M	$39M	17	94%
Vestis Advisors, LLC	Typical $610K	$10M	17	29%
Wildflower Financial LLC	Typical $690K	$12M	17	41%
Alpha-Tech Investments, LLC	Very Low $69K	$1.3M	18	17%
Atomic Planning LLC	Low $420K	$7.6M	18	22%
Boddington Capital, LLC	Very High $1.5M	$27M	18	44%
Bsquare Investalytix LLC	Typical $590K	$11M	18	61%
Business Blocks 101, Inc.	Very Low $0	$0	18	0%
Carriage House Planning LLC	High $1.2M	$21M	18	0%
Catalano Financial	Low $240K	$4.3M	18	11%
Certified Wealth Management & Investment LLC	High $1.2M	$22M	18	44%
Compo Advisors, LLC	Very High $1.3M	$23M	18	72%
Coombs Wealth Advisory, LLC	Very High $7.8M	$140M	18	100%
Darrell Capital Management, LLC	Very High $4.6M	$83M	18	94%
DeStefano Wealth Management	Very High $2.1M	$38M	18	72%
DP Capital Management Inc.	Very High $2.1M	$38M	18	100%
Eightone Capital LLC	Very Low $180K	$3.3M	18	0%
El Camino Real Financial Advisors	Very Low $41K	$750K	18	0%
Flying Forward Wealth Management	Typical $700K	$13M	18	28%
Focus Asset Management LLC	High $740K	$13M	18	0%
Fortress Capital Advisors	High $800K	$14M	18	44%
FSI Advisory Group, Inc.	Typical $690K	$12M	18	11%
Grass Capital LLC	Low $260K	$4.7M	18	100%
Holland Strategic Wealth Advisors LLC	Very Low $140K	$2.6M	18	0%
Hootor Financial Group, LLC	Very High $2.3M	$41M	18	6%
Howland Advisory Corporation	Very High $1.6M	$28M	18	22%
Impactful Wealth Solutions	Very Low $24K	$430K	18	0%
Magis Management, LLC	Very Low $150K	$2.7M	18	17%
McHenry Capital, L.L.C.	Very High $1.7M	$31M	18	50%
Perceptive Wealth Advisors LLC	Typical $580K	$10M	18	39%
Pinnacle Financial Freedom LLC	High $1.1M	$20M	18	33%
Prestonwood Capital Management, LLC	High $830K	$15M	18	6%
QEX Asset Management LLC	Typical $470K	$8.5M	18	0%
Shutzer Investments, LLC	High $1.2M	$21M	18	11%

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