AUM per client for Independent firms serving clients in Washington

Independent firms active in Washington 322 firms

Very Low $66-$210K

Low $210K-$430K

Typical $430K-$730K

High $730K-$1.3M

Very High $1.3M-$2.9M

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

Median: $570K

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Firm	AUM/client	AUM	Clients	HNW client %
Freedom Asset Management	Low $340K	$140M	420	6%
A.T. Lloyd's, Inc	Low $300K	$130M	418	7%
Schulmerich & Associates Asset Management, LLC	Low $330K	$130M	392	37%
B P Financial Associates, LLC	Very Low $180K	$56M	304	4%
DPCM	Low $290K	$77M	270	19%
Thompson Financial LLC	Low $330K	$74M	225	8%
McBee Advisors, Inc.	Low $270K	$59M	219	21%
Ascend Wealth Management LLC	Very Low $150K	$33M	216	1%
Capital Partners Wealth Management	Low $260K	$53M	204	4%
Northwest Planning Advisors LLC	Very Low $160K	$30M	185	18%
Firm Foundation Wealth Management, LLC	Low $390K	$67M	173	18%
Sound Advisory Services Inc.	—	—	160	0%
Quantum Financial Planning LLC	Very Low $0	$0	159	28%
Financial Trex, LLC	Very Low $26K	$4M	158	0%
John T. McCarthy, LLC	Low $390K	$61M	155	24%
Balanced Capital	Low $250K	$39M	154	0%
Domo Capital Management, LLC	Very Low $180K	$25M	137	33%
Byrne & Company Wealth Management, LLC	High $990K	$130M	136	38%
Advisors Asset Management, Inc.	—	—	131	0%
Provident Living Advisors LLC	Typical $490K	$63M	128	25%
ERA Capital Management LLC	Low $270K	$34M	127	4%
Swiss American Asset Management	Very Low $120K	$15M	127	0%
Clear Resource Group, LLC	High $930K	$120M	125	24%
CSLA Financial Inc	Very Low $62K	$7.5M	122	0%
Freedom Wealth Management LLC	Low $390K	$47M	121	6%
Finn Wealth Management LLC	Very Low $110K	$14M	118	0%
Wyatt Wealth Management	Typical $620K	$73M	118	22%
Tacoma Investment Group	Low $380K	$44M	114	27%
GSR Capital Management, Inc.	High $750K	$85M	113	21%
Palladio Consulting LLC	High $1M	$110M	108	31%
FSR Wealth Management, LLC	Low $340K	$36M	107	8%
MacLachlan Wealth Management	High $970K	$100M	105	29%
Pacific Coast Investment Advisors, LLC	High $1.2M	$120M	105	29%
Ridinger Wealth Management, LLC	Typical $590K	$62M	105	15%
Brava Financial	—	—	104	0%
Scout Asset Management	Typical $640K	$66M	103	18%
Columbia Wealth Advisors LLC	Very Low $200K	$21M	101	2%
Hernandez Financial	Very Low $190K	$19M	101	0%
Talley Financial	Very Low $140K	$14M	100	4%
Evoke Financial Services, LLC	Typical $430K	$43M	99	22%
Eureka Financial Planners, LLC	Typical $530K	$52M	98	10%
Peterson Wealth Management	Typical $570K	$54M	95	16%
Toyer Investment Advisors LLC	Very Low $68K	$6.5M	95	0%
Concepts Financial Services, LLC	Low $240K	$23M	94	4%
InsuraWealth, LLC	Very Low $180K	$17M	94	0%
Janis Financial, LLC	Low $290K	$27M	93	4%
Performance Tracking Inc.	Typical $670K	$61M	92	0%
Rainier Capital Investments LLC	Typical $500K	$45M	90	0%
Wealth Builders, Inc.	Very High $1.3M	$110M	87	37%
Kairos Capital Management, LLC	High $1.3M	$110M	84	43%
Zetlmaier Wealth Management LLC	Typical $530K	$44M	83	27%
Werner & C0. Ria, Pllc	Low $360K	$29M	81	0%
EmboldenFP	—	—	80	0%
Delphi Wealth Partners	Typical $650K	$51M	79	41%
Percension Wealth Advisors, LLC	Low $350K	$27M	78	18%
Whole Family Financial Services, Inc.	High $860K	$66M	77	64%
Rogowski Wealth Management LLC	Typical $690K	$52M	76	51%
Zion Financial Planning, LLC	Very Low $110K	$8.7M	76	13%
Kyarsip Financial Advisors LLC	Very High $1.4M	$110M	75	72%
NGP Financial Planning, LLC	Very High $1.7M	$120M	75	40%
True Fiduciary Capital, LLC	Very High $1.3M	$99M	75	100%
Your Financial Advocate, LLC	High $1M	$77M	75	37%
Broadview Wealth Management, LLC	Very High $1.8M	$140M	74	43%
Encompass Financial Planning	Low $400K	$30M	74	9%
Blueprint Financial Advisors, LLC	Low $380K	$28M	73	86%
Long View Financial Services, Inc	High $930K	$66M	71	30%
Nest Financial Planning, LLC	Typical $650K	$46M	71	17%
Ciclo Wealth LLC	Typical $610K	$42M	68	31%
Madrona Wealth Management LLC	High $1M	$71M	68	32%
Taylor Goddard Investments	Very Low $120K	$7.8M	68	1%
Birch Elliott Financial, LLC	High $940K	$63M	67	40%
Momentum Wealth Strategies	High $870K	$57M	65	29%
Curated Wealth Solutions, LLC	Typical $620K	$40M	64	52%
FIOH Global Asset Management and Strategies, LLC	Typical $700K	$45M	64	23%
Sunrise Capital Management LLC	Very High $1.3M	$85M	64	89%
Elderrock Financial LLC	Typical $470K	$30M	63	19%
Delphi Advisers	Typical $530K	$33M	62	47%
Dtm3 Corporation	Low $300K	$18M	62	13%
Eugenio Financial	Typical $600K	$37M	62	0%
Marram Investment Management, LLC	Typical $510K	$32M	62	23%
Pariveda Investment Management	High $770K	$48M	62	27%
Companion Portfolio Management	Typical $700K	$43M	61	18%
Focus Capital, LLC	High $790K	$47M	60	100%
Mg Financial, Inc.	High $1.1M	$63M	60	40%
Twin Harbors Wealth Management LLC	High $780K	$47M	60	17%
Busine Wealth	Very High $1.3M	$76M	58	60%
Kanso Capital	Low $420K	$24M	58	9%
Luskin Financial Planning	Very Low $0	$0	58	100%
Retirement Strategies	Very Low $120K	$6.8M	58	0%
Viewpoint Advisory, LLC	Very High $1.8M	$100M	58	64%
Westface Financial Advisory	Typical $630K	$36M	57	39%
Gregory Lyle & Co.	Very High $2.5M	$140M	56	75%
Flow Financial Planning, L.L.C.	Very High $1.7M	$92M	55	40%
1B - Inbundance Wealth Management	Low $220K	$12M	54	4%
Gabriel Capital, LLC	Very High $1.3M	$69M	54	48%
Aspired Wealth	Very Low $94K	$5M	53	2%
Clearstone Wealth Management, LLC	Typical $580K	$30M	51	43%
Olympic Financial Advisors, LLC	High $1M	$51M	51	49%
R & R Retirement Services, Inc	Very Low $210K	$11M	50	0%
Esoteric Wealth Partners LLC	Low $370K	$18M	49	22%
Lin & Company, LLC	Typical $630K	$31M	49	24%
Mariposa Wealth Solutions LLC	Typical $530K	$26M	49	27%
Blair Hall Advisors, LLC	Very High $2.9M	$140M	48	90%
MCM Advisory, LLC	High $890K	$43M	48	31%
Petrie Capital Management LLC.	Very High $2.2M	$100M	48	63%
Family Retirement LLC	Typical $470K	$22M	47	36%
Next Steps Advisors, Inc.	High $910K	$43M	47	51%
Polaris Asset Management LLC	High $1.1M	$51M	47	64%
Simplicity Wealth Management	Typical $720K	$34M	47	70%
Wright Wealth Management, LLC	High $920K	$43M	47	32%
Commencement Financial Planning LLC	Very High $2.6M	$120M	46	83%
Lotusment Advisors, LLC	Very Low $180K	$8.4M	46	0%
Arrowstone Wealth, LLC	High $1.1M	$48M	45	56%
Beacon Rock Wealth Advisors	Very Low $160K	$7.3M	45	100%
Krammer Financial	Very High $1.4M	$63M	45	33%
Markiz Wealth Management	Very High $2.3M	$100M	45	73%
Franklin Trend Investment Management, LLC	High $740K	$33M	44	25%
Sitka Pacific Capital Management, LLC	Typical $520K	$23M	44	52%
Ironstream Capital, LLC	Very High $2M	$87M	43	56%
Promenade Wealth	Very High $1.9M	$80M	42	48%
Wood River Consulting	Very Low $140K	$6M	42	0%
Buff Your Finances	Low $240K	$9.9M	41	5%
Sherwood Investments	Very High $2M	$84M	41	0%
Toepel Investment Counsel, Inc.	High $1.2M	$51M	41	56%
Boz & Company LLC	Low $380K	$15M	40	13%
FIT Financial Consulting LLC	Very Low $170K	$6.8M	40	0%
Upfront Financial Planning, LLC	Low $380K	$15M	40	0%
Timberline Investment Management, LLC	Very High $2.2M	$87M	39	77%
Advanced Tax and Financial Services, Inc.	Very Low $200K	$7.4M	38	3%
Pace Wealth Advisors	Typical $640K	$24M	38	5%
Hegdahl Investment Management, LLC	High $1.2M	$45M	37	51%
Sundowner Capital Management LLC	Very High $2.4M	$90M	37	38%
Capital Investment Management	Low $290K	$10M	36	0%
Vessel Wealth Advisors LLC	High $890K	$32M	36	28%
Better Tomorrow Financial	Typical $710K	$25M	35	0%
Faire Capital Group	Very High $2.3M	$82M	35	66%
Flight Capital Management, LLC	High $1.2M	$42M	35	71%
Lakeside Financial Inc.	High $990K	$35M	35	17%
Matchpoint Capital Management, LLC	Very High $1.7M	$61M	35	57%
McRae Capital Management L.L.C.	Typical $520K	$18M	35	20%
TDT Financial Inc	High $1.3M	$45M	35	54%
CSW Partners, LLC	—	—	34	0%
Penn Cove Financial, LLC	Very Low $0	$0	34	21%
Private Wealth Management Solutions, LLC	High $1.3M	$44M	34	38%
Advent Capital Strategies, LLC	Very Low $170K	$5.6M	33	0%
Cooper Point Advisors LLC	High $830K	$27M	33	15%
Hara Capital LLC	Very High $5.4M	$180M	33	82%
Rare Wolf Capital LLC	Very High $5.4M	$180M	33	100%
Unleashed Financial LLC	Low $320K	$10M	33	6%
Valiant Financial Planning, LLC	Typical $670K	$22M	33	27%
DLK Investment Advisors, LLC	Very High $4.4M	$140M	32	19%
Aloft Financial	Low $350K	$11M	31	16%
Nomad Capital Group, LLC	Typical $650K	$20M	31	90%
Pihl Financial Planning	High $750K	$23M	31	39%
Alder Cove Capital, LLC	Typical $460K	$14M	30	27%
EMP Wealth Management LLC	Typical $680K	$20M	30	17%
On Course Financial Planning	Very High $2.6M	$78M	30	97%
Sequoia Planning & Investments LLC	Very High $5.3M	$160M	30	67%
SKG Investment Services, LLC	High $1M	$30M	30	100%
Columbia Strategic Wealth Advisors, LLC	Typical $460K	$13M	29	17%
Robert A. Underhill P.C.	Very Low $0	$0	29	100%
Clarity Northwest Wealth Management, LLC	—	—	28	0%
Differential Planning LLC	Very Low $90K	$2.5M	28	0%
Laurelhurst Asset Management LLC	Very High $4.2M	$120M	28	71%
Physician Advising LLC	Low $350K	$9.9M	28	0%
Signal Financial Planning, LLC	Typical $650K	$18M	28	0%
Vail Ridge Capital, LLC	Very Low $130K	$3.5M	28	14%
Wide Eye Capital	Low $390K	$11M	28	36%
Hoover Capital, L.L.C.	High $730K	$20M	27	0%
Marathon Wealth Management, LLC	High $740K	$20M	27	0%
Skaggs Financial Planning, LLC	High $1.1M	$30M	27	48%
Spencer Financial Planning, LLC	Typical $700K	$19M	27	59%
TKG Financial LLC	Typical $570K	$16M	27	0%
Wealth Management Northwest, Inc.	Low $380K	$10M	27	0%
Advitica Financial Planning LLC	High $850K	$22M	26	31%
Kindness Financial Planning	Very High $1.6M	$42M	26	69%
Stag Rock LLC	Typical $550K	$14M	26	23%
Thome Financial	Very High $2M	$53M	26	81%
Wipple Creek, LLC	High $1.1M	$27M	26	31%
Church Capital	Typical $560K	$14M	25	0%
Diogenes Financial LLC	Low $420K	$11M	25	0%
Kenney Wealth Planning & Management	Typical $500K	$12M	25	56%
Narrative Financial Group	Very Low $0	$0	25	0%
Stride Financial Planning	Very Low $0	$0	25	0%
Firm Footing Financial Planning	—	—	24	0%
Fiscalis Advisory, Inc.	Very High $1.9M	$47M	24	67%
Maura Madden Financial Planning	Very Low $0	$0	24	33%
Satori Financial LLC	Very High $2.1M	$50M	24	67%
Viceroy Investment Advisors LLC	Very High $1.5M	$35M	24	63%
Alta Via Financial Planning	Very Low $0	$0	23	78%
Anchor Capital Management LLC	Very Low $0	$0	23	0%
Ellen J Webber, CFP	Typical $600K	$14M	23	39%
Focus Advisory, LLC	Very High $1.7M	$38M	22	73%
Folgmann Financial Group LLC	Typical $730K	$16M	22	0%
Icicle Creek Investments	Low $220K	$4.8M	22	18%
Sapling Wealth Management	Very High $1.8M	$39M	22	27%
Van Ray Wealth Management	Low $280K	$6.2M	22	9%
Vision Casting Financial Planning, LLC	Typical $640K	$14M	22	0%
APEX Tax & Financial Planning	High $1.2M	$24M	21	24%
Equal Path Investments	Typical $460K	$9.7M	21	29%
JG Wealth Management, LLC	Very Low $78K	$1.6M	21	0%
Samatva Wealth Management LLC	Very Low $39K	$830K	21	0%
Bormann Wealth Management, LLC	Low $420K	$8.4M	20	0%
BradfordCrane Company LLC	Very Low $0	$0	20	0%
Guardian Plus Inc	Typical $530K	$11M	20	25%
John N. Carmody D.D.S. CFP, Inc.	Very High $1.4M	$29M	20	100%
Fleet Capital Management, LLC	High $980K	$19M	19	95%
Paradise Advisor Group LLC	Low $420K	$8M	19	0%
Parkside Family Office LLC	Very High $2.8M	$52M	19	68%
Peridot Capital Management	Low $330K	$6.3M	19	0%
Scaled Finance LLC	—	—	19	0%
Sprylen Wealth Management, LLC	Very Low $180K	$3.5M	19	0%
Symplectic Capital LLC	Low $240K	$4.5M	19	100%
Bedfield Asset Management, LLC	High $900K	$16M	18	33%
Financial Planning for Real People PLLC	Low $300K	$5.5M	18	6%
McHenry Capital, L.L.C.	Very High $1.7M	$31M	18	50%
Mitz Wealth Management, LLC	Typical $470K	$8.4M	18	33%
Sophos Wealth Management	High $970K	$18M	18	33%
Account Management, LLC	Very High $4.7M	$80M	17	100%
Berets Financial Services LLC	Very Low $59K	$1M	17	0%
IJD Evergreen Financial Services LLC	Very Low $0	$0	17	94%
Julie A. Wurst, CFP, LLC	Very High $2.9M	$49M	17	71%
Pavilion Financial Planning	Low $250K	$4.3M	17	0%
Fangorn Wealth Management	Typical $520K	$8.3M	16	44%
Gallagher Capital Corp.	Very High $2.6M	$42M	16	100%
Red Haven Advisors, LLC	Very Low $190K	$3.1M	16	0%
Ruby Pebble Financial Planning LLC	Typical $590K	$9.5M	16	31%
Wonderland Financial Planning	Very Low $66K	$1.1M	16	0%
Evolve Financial	High $810K	$12M	15	0%
Five Cedars	Very High $1.5M	$23M	15	53%
Klahanie Investment LLC	Low $260K	$3.9M	15	100%
Martos Wealth Management	High $780K	$12M	15	33%
Strategic Asset Management	Low $340K	$5.1M	15	0%
Waterhill Capital, LLC	Very High $3.3M	$50M	15	60%
Analogous Investment Management Limited Liability Company	Typical $540K	$7.5M	14	14%
Avea Financial Planning, LLC	High $900K	$13M	14	43%
Chief Capital Management, Inc	High $920K	$13M	14	0%
Cruz Wealth Management, LLC	Low $290K	$4.1M	14	0%
Fempire Mindset LLC	Very Low $0	$0	14	50%
HL Wealth Management, LLC	Very Low $0	$0	14	0%
Short Put Yield	Very High $1.6M	$23M	14	100%
Victor Jones CPA, PC	Very Low $180K	$3.9M	17	0%
Federal Benefits Advisors	Low $230K	$3M	13	0%
The Road Ahead Wealth Management LLC	High $990K	$13M	13	38%
Tiger Mountain Capital	Typical $470K	$6M	13	46%
Williams 360 Financial Advisory, LLC	Very High $3.1M	$40M	13	62%
Informed Investors Group	Very High $5.8M	$69M	12	100%
Robert Bergstrom	High $860K	$10M	12	17%
Atrato Asset Management LLC	Very High $7.9M	$87M	11	100%
Brown PCFO	Very High $2M	$22M	11	55%
Champion Financial Planning LLC	High $890K	$9.8M	11	0%
NW Straits Financial Services	Very High $1.5M	$16M	11	55%
Pegasus Investment Management LLC	Very High $2.7M	$30M	11	100%
SFM Financial Advisors LLC	High $1M	$11M	11	0%
Altair Investment Management	Low $350K	$3.5M	10	0%
Carlson Financial Advisory, LLC	Very Low $160K	$1.6M	10	0%
Edwin Lane Financial Services, LLC	Very High $1.6M	$16M	10	80%
JWC Advisors	Low $260K	$2.6M	10	0%
Nabata Investment Group, LLC	Low $350K	$3.5M	10	10%
Schreiner Financial Solutions	Very Low $0	$0	10	0%
Scruggs Advisors, LLC	Low $290K	$2.9M	10	0%
Smith, Blair	Typical $600K	$6M	10	0%
SynergOS Advisory	Low $390K	$3.9M	10	50%
Women's Wealth	—	—	10	0%
Cornerstone Asset Management, LLC	Typical $570K	$5.1M	9	0%
Denner Capital Management	High $1.2M	$11M	9	0%
James Capital Management LLC	Typical $470K	$4.2M	9	22%
Kirwin Financial LLC	Very Low $180K	$1.6M	9	0%
RMA Capital Management, LLC	Very Low $140K	$1.3M	9	44%
Salmon Bay Wealth Management, LLC	Typical $530K	$4.8M	9	0%
Scott Value Investing	Low $290K	$2.6M	9	0%
Weikart Advisory Services LLC	Low $430K	$3.9M	9	11%
Zen Trends Capital LLC	Low $430K	$3.9M	9	0%
CleverInvesting LLC	Low $250K	$2M	8	38%
Gillespie Associates LLC	Typical $450K	$3.6M	8	25%
J Dostal Investments	Typical $600K	$4.8M	8	0%
Kamada Investment Management	Very High $1.3M	$10M	8	100%
Masdevallia LLC	Low $410K	$3.3M	8	0%
Ninja Wealth Advisors, LLC	High $730K	$5.9M	8	25%
Peak Investments	High $760K	$6.1M	8	25%
Serene Wealth Planning, LLC	High $910K	$7.3M	8	25%
Sound Investment Advice, LLC	Very Low $54K	$430K	8	0%
Strategic Finance Inc.	Typical $460K	$3.7M	8	0%
Alitus Financial Services	Typical $690K	$4.8M	7	14%
Bryant Wealth Management, Inc.	Typical $560K	$3.9M	7	29%
CMC Advisors LLC	Very High $2.7M	$19M	7	57%
Conservative Equity Investment Advisors	High $800K	$5.6M	7	43%
Hilty Wealth Management LLC	Low $220K	$1.5M	7	57%
Left Coast Investment Strategies LLC	High $1.2M	$8.4M	7	0%
Rain Dog Financial	Very High $1.4M	$9.9M	7	100%
Retegy LLC	High $1.2M	$8.1M	7	0%
Steve Pearson Capital Management LLC	High $810K	$5.7M	7	0%
Van Hubly Investments LLC	Low $330K	$2.3M	7	0%
Wilhelm Financial Services, PLLC	Very High $24M	$170M	7	100%
AA Financial Services	Very Low $0	$0	6	0%
ALC Capital Management, LLC	Very High $1.8M	$11M	6	100%
American Legacy Capital	High $980K	$5.9M	6	100%
EnoughFP LLC	—	—	6	100%
Financial LifeMaps	Very High $1.4M	$8.2M	6	0%
Hart Investment Management, LLC	Very High $2.7M	$16M	6	100%
Shai Weinbaum Investment Management	Very Low $36K	$220K	6	0%
Affirmative Financial Services	Low $330K	$1.7M	5	0%
Chair Six Financial Planning, PLLC	High $980K	$4.9M	5	0%
Dual Desert Wealth Management, LLC	Low $230K	$1.1M	5	0%
Jar Advisor	High $1.1M	$5.5M	5	0%
Meridan Capital, LLC	Very High $3.7M	$18M	5	100%
Onward Financial Advising LLC	Very Low $1.3K	$6.6K	5	0%
Seattle Asset Management, Inc.	Very High $5.1M	$26M	5	100%
Streamline Advisory	Low $300K	$1.5M	5	0%
Vitality Wealth Planning	Very High $3M	$15M	5	0%
Business Wise Insurance, PLLC	Low $230K	$930K	4	0%
Comus Investment, LLC	Very Low $110K	$420K	4	0%
First Main Capital	Low $360K	$1.4M	4	0%
Howe Financial Advisory, LLC	Very High $1.9M	$7.4M	4	75%
PI Square Capital, LLC	Typical $610K	$2.4M	4	0%
Ravenwood Capital Management, LLC	Very Low $50K	$200K	4	0%
RH2 Wealth Advisors, LLC	—	—	4	0%
Creative Retirement Planning, Inc.	Typical $570K	$1.7M	3	0%
Crossroads Advisor Network LLC	Low $370K	$1.1M	3	0%
Cultivate Wealth LLC	High $1M	$3.1M	3	0%
Eriksen Capital Management	Very High $4.5M	$13M	3	0%
Northshore Wealth Management	Very Low $200K	$600K	3	0%
Bedrock Advisors	Very Low $180K	$360K	2	0%
Fidalgo Financial Planning	Very Low $74K	$150K	2	0%
Global Freedom Financial LLC	—	—	2	0%
Moss Bay Capital	Typical $450K	$910K	2	100%
Objective Advisors LLC	Very Low $0	$0	2	100%
Quantca Financial	Very Low $5.2K	$10K	2	0%
Ridge Falls Financial Planning	—	—	2	0%
Strategic Retirement Partners, LLC	Very Low $180K	$370K	2	0%
Triangulum Wealth Management	High $1.1M	$2.3M	2	0%
XSTAR Fund Management LLC	Very Low $180K	$360K	2	100%
2020 Financial Planning LLC	Very High $2.9M	$2.9M	1	100%
An Irrational Mind, LLC	Very Low $0	$0	1	0%
US Fund Manager LLC	Very Low $67K	$67K	1	0%
Adele Brady Bolson CPA PS	—	—	—	—
Aksum Wealth, LLC	—	—	—	—
Albatrox Capital	—	—	—	—
Anacapa, LLC	—	—	—	—
Angeles Partners LLC	—	$2.1M	—	—
A.T.B.N. Professional Limited Liability Company	—	—	—	—
Blue Mountain Wealth Management	—	$800K	—	—
CEG Life Financial Services	—	$0	—	—
Chaps Lifestyle LLC	—	$230K	—	—
Cottonwood Capital Management LLC	—	$3.3M	—	—
Emerald Pacific Investment Advisors LLC	—	$0	—	—
Everleap Financial Planning	—	—	—	—
Fairway Planning	—	$0	—	—
Fondahn Financial	—	$0	—	—
Gallo Lupo LLC	—	—	—	—
Get Rich Slowly LLC	—	$2.5M	—	—
Goodrich & Associates, LLC	—	—	—	—
Lakemont Wealth	—	—	—	—
Quantum Solutions, Inc.	—	—	—	—
Red Top Advisors LLC	—	—	—	—
Retirement Planning Partner LLC	—	—	—	—
RX Wealth Management	—	—	—	—
Starbord LLC	—	$2.9M	—	—
Starklogic LLC	—	—	—	—
Treeview Capital	—	—	—	—
Twight Financial Education, LLC	—	—	—	—
Vignec Financial LLC	—	—	—	—
Walker Legacy Investments	—	—	—	—
Wyoming Systems Group of Businesses	—	$0	—	—

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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.

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