AUM per client for Multi-team firms serving clients in California

Assets under management (AUM) per client measures the total assets a firm manages divided by its client count, offering insight into the type of clients a firm serves. Higher AUM per client often indicates firms that cater to high-net-worth individuals with more complex financial needs and higher minimum investment requirements. Conversely, lower AUM per client suggests broader access with more standardized services for a wider range of investors.

In California, multi-team firms—those with 30 to 300 advisors or managing over $3 billion—show a median AUM per client of approximately $672,000, slightly above the national median of $637,000. With 397 firms and over 5,500 advisors in this category, the distribution ranges from about $170,000 up to over $5.2 million per client. This wide spread reflects the diversity of client segments served, from mass-affluent to ultra-high-net-worth households. Some firms may focus on early-stage clients or those seeking more accessible services, while others target wealthier clients requiring tailored, complex planning. The firm-wide average blends these different service tiers, so the number you see is a starting point rather than a definitive profile of the team you’d work with.

For you, understanding AUM per client helps clarify whether a firm’s client base aligns with your financial situation and service expectations. There’s no single “right” number—higher AUM per client often means more personalized, complex advice but usually at higher minimums, while lower numbers suggest broader access with more standardized offerings. Use this metric alongside others to find a financial advisor whose approach matches your needs and goals. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Multi-team firms active in California 397 firms

Very Low $170K-$330K

Low $330K-$550K

Typical $550K-$860K

High $860K-$2.3M

Very High $2.3M-$5.2M

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

Median: $670K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Mutual Of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Blackridge Asset Management, LLC	Very Low $89K	$220M	2,433	1%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Copper Financial	Very Low $99K	$410M	4,165	1%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Gradient Wealth Management	Very Low $130K	$600M	4,546	4%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
MissionSquare Retirement	Very Low $140K	$5.7B	40,526	1%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Asset Allocation Strategies, LLC	Very Low $160K	$720M	4,363	4%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Wealth Watch Advisors, Inc	Very Low $170K	$610M	3,587	2%
St. Bernard Financial Services, Inc.	Very Low $170K	$140M	798	2%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Strategic Financial Concepts, LLC	Very Low $200K	$760M	3,698	5%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Global Assets Advisory, LLC	Very Low $210K	$550M	2,572	8%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
Rossby Financial, LLC	Very Low $220K	$850M	3,897	6%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Elevate Financial Planning and Wealth Management	Very Low $230K	$110M	457	3%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Transce3nd LLC	Very Low $260K	$400M	1,581	13%
The Strategic Financial Alliance	Very Low $260K	$380M	1,457	9%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Garden State Investment Advisory Services, LLC	Very Low $260K	$650M	2,492	6%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Silver Oak Securities, Inc.	Very Low $280K	$2.4B	8,631	5%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
RFG Advisory, LLC	Very Low $300K	$5.1B	17,207	7%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
INTELLICENTS INVESTMENT SOLUTIONS INC	Very Low $300K	$2.3B	7,776	10%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
Associated Investment Services, Inc.	Very Low $300K	$1.2B	3,841	15%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
BOK Financial Securities, Inc.	Very Low $310K	$1B	3,263	11%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
World Equity Group, Inc.	Very Low $320K	$1B	3,151	4%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
ON Investment Management CO	Very Low $320K	$3B	9,317	9%
Trustmont Advisory Group, Inc.	Very Low $320K	$1.4B	4,322	6%
Buck Wealth Strategies, LLC	Very Low $320K	$890M	2,734	6%
Trilogy Capital, Inc.	Very Low $320K	$2.6B	8,058	7%
Latitude Advisors, LLC	Very Low $320K	$490M	1,525	8%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
49 Financial	Low $340K	$1.3B	3,771	6%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Independent Solutions Wealth Management, LLC	Low $350K	$1.5B	4,265	6%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Wealth Management	Low $360K	$1.7B	4,731	22%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Capital Investment Advisory Services, LLC	Low $370K	$2.3B	6,172	12%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
A.G.P / Alliance Global Partners	Low $380K	$2.8B	7,318	8%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
Novem Group	Low $390K	$1.4B	3,513	7%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Raymond James (USA) Ltd	Low $400K	$1.9B	4,850	7%
Prosperitas Financial, LLC	Low $400K	$700M	1,745	9%
Dunham	Low $400K	$5.1B	12,774	15%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Corecap Advisors	Low $410K	$4B	9,671	10%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
Forefront	Low $420K	$240M	572	18%
PFG Advisors	Low $420K	$3.2B	7,527	10%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Gerber Kawasaki Wealth & Investment Management	Low $430K	$4B	9,425	7%
Kovack Advisors, Inc.	Low $430K	$5.6B	12,906	12%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Sovran Advisors, LLC	Low $440K	$1.7B	3,918	9%
Redhawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Lanark Financial, Inc.	Low $450K	$1.6B	3,508	8%
Maia Wealth	Low $460K	$970M	2,127	11%
Clear Creek Financial Management, LLC	Low $460K	$1.8B	3,964	12%
Northland Asset Management	Low $460K	$400M	875	55%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
OneSeven	Low $460K	$7.3B	15,787	12%
Symphony Financial, Ltd. Co.	Low $460K	$1.3B	2,823	30%
The Wealth Consulting Group	Low $470K	$5.9B	12,646	33%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
McAdam LLC	Low $480K	$2.7B	5,538	11%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Quartz Partners Investment Management	Low $490K	$360M	744	12%
Octavia Wealth Advisors LLC	Low $490K	$1.8B	3,672	13%
Focus Financial	Low $490K	$6.7B	13,560	13%
Stonex Advisors Inc.	Low $500K	$4.9B	9,741	10%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Advisory Solutions Group	Low $510K	$410M	807	13%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
intrua Financial	Low $510K	$1.7B	3,347	12%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Highpoint Planning Partners	Low $510K	$4.7B	9,160	36%
Centennial Securities Company Inc	Low $510K	$1.3B	2,468	17%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Golden State Wealth Management, LLC	Low $520K	$2.2B	4,119	40%
Bay Colony Advisors	Low $530K	$1.4B	2,650	33%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
Trek Financial	Low $540K	$2.4B	4,539	15%
Capital Analysts	Low $540K	$8.4B	15,611	19%
Facet	Low $540K	$8.7B	16,053	18%
Continuum Advisory, LLC	Low $540K	$1.8B	3,344	27%
Maxim Financial Advisors LLC	Low $540K	$410M	758	6%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Nwf Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
American Century Investments Private Client Group, Inc.	Typical $570K	$2.3B	4,098	0%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
Financial Security Advisory Inc	Typical $590K	$1.8B	3,099	15%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Balefire, LLC	Typical $600K	$1B	1,757	13%
Wedbush Securities Inc.	Typical $610K	$6.4B	10,653	29%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
Core Planning	Typical $610K	$530M	867	14%
Madison Partners	Typical $620K	$1.3B	2,042	18%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Retirement Planners of America	Typical $630K	$3.6B	5,625	20%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Flagstar Securities, Inc.	Typical $640K	$640M	1,004	34%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Hennion & Walsh Asset Management, Inc.	Typical $670K	$720M	1,087	14%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Prospera Financial Services, inc.	Typical $680K	$12B	17,878	44%
ACR Alpine Capital Research, LLC	Typical $690K	$4.8B	6,960	14%
Independence Square Holdings, LLC	Typical $690K	$1.8B	2,621	41%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
M HOLDINGS SECURITIES, Inc.	Typical $690K	$3B	4,368	2%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Alera Investment Advisors, LLC	Typical $700K	$1.4B	2,034	17%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
Frost Investment Services	Typical $710K	$2.1B	3,019	18%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Copeland Capital Management, LLC	Typical $730K	$1.4B	1,907	49%
Ascentis Independent Advisors, LLC	Typical $740K	$2B	2,690	23%
Provenance Wealth advisors	Typical $740K	$2.1B	2,864	18%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Moors & Cabot, Inc	Typical $750K	$3.7B	4,921	38%
Perennial Financial Services	Typical $760K	$2.3B	3,069	30%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Van Clemens Wealth Management, LLC	Typical $770K	$460M	599	32%
FourStar Wealth Advisors, LLC	Typical $780K	$1.4B	1,753	16%
Berger Financial Group	Typical $780K	$2.9B	3,755	22%
Range Advisory, LLC	Typical $780K	$1.4B	1,773	45%
Cooper McManus	Typical $790K	$2.7B	3,379	16%
Northern trust Securities, Inc	Typical $810K	$1.6B	2,024	69%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Ashton Thomas Securities, LLC	Typical $810K	$1.9B	2,281	13%
Diversify Wealth Management, LLC	Typical $820K	$3.9B	4,719	18%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Axxcess Wealth Management, LLC	Typical $830K	$7.9B	9,558	23%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
Modern Wealth Management, LLC	Typical $830K	$9.6B	11,524	22%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Aptus Capital Advisors, LLC	Typical $840K	$11B	12,693	19%
Sprott Asset Management USA Inc.	High $860K	$2.7B	3,101	34%
Davidson Investment Advisors, Inc.	High $880K	$3.6B	4,091	24%
Signature Investment Advisors, LLC	High $890K	$6.6B	7,454	23%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Merit Financial Advisors	High $900K	$18B	20,040	22%
BlueSpring Wealth Management, LLC	High $910K	$7.3B	8,020	24%
Shelton Capital Management	High $910K	$1.3B	1,432	20%
Mutual Advisors, LLC	High $920K	$8.9B	9,734	23%
Ethos Financial Group, LLC	High $920K	$1.8B	1,996	21%
RBC Securities, Inc.	High $920K	$1.2B	1,292	26%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Dynamic	High $960K	$5.3B	5,509	33%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
SeaCrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Cornerstone Wealth	High $1M	$2.4B	2,373	13%
Genter Capital Management	High $1M	$4.2B	4,069	23%
NorthCoast Asset Management LLC	High $1M	$4.6B	4,412	27%
Savvy	High $1.1M	$4.8B	4,552	25%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
XML Financial Group	High $1.1M	$3.2B	2,890	29%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Calamos Wealth Management LLC	High $1.2M	$4.8B	4,072	77%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
Thurston Springer Advisors	High $1.2M	$5.4B	4,429	26%
Titleist Asset Management, LLC	High $1.2M	$2.6B	2,103	55%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Forum Financial Management, Lp	High $1.3M	$7.1B	5,622	31%
Apella Wealth	High $1.3M	$10B	8,139	44%
XYPN Sapphire	High $1.3M	$940M	721	25%
Summit Financial, LLC	High $1.3M	$23B	17,809	13%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
Trillium Asset Management	High $1.3M	$2.3B	1,731	35%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Zacks Investment Management, Inc.	High $1.3M	$4.5B	3,344	39%
Private Management Group Inc	High $1.3M	$4.5B	3,384	29%
Soltis Investment Advisors, LLC	High $1.3M	$6.9B	5,113	63%
BBVA Global Wealth Advisors, Inc.	High $1.4M	$940M	660	88%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Pure Financial Advisors, LLC	High $1.5M	$11B	7,503	48%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
First National Advisers, LLC	High $1.5M	$1.7B	1,112	28%
One Capital Management, LLC	High $1.5M	$5.3B	3,468	34%
Cumberland Advisors	High $1.6M	$1.7B	1,091	19%
Arax Advisory Partners	High $1.6M	$24B	15,155	33%
Ingalls Investment Management, LLC	High $1.6M	$6.8B	4,245	26%
SteelPeak Wealth, LLC	High $1.6M	$3.7B	2,278	38%
TCI Wealth Advisors, Inc.	High $1.6M	$5.2B	3,189	40%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
Earned Wealth Advisors, LLC	High $1.6M	$2.4B	1,461	40%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
Elevation Point Wealth Partners, LLC	High $1.7M	$8.1B	4,879	33%
BIP Wealth, LLC	High $1.7M	$5.2B	3,108	50%
Dana Investment Advisors Inc	High $1.7M	$2.3B	1,330	53%
J. Safra Asset management Corporation	High $1.7M	$5.7B	3,374	91%
Perigon Wealth Management, LLC	High $1.7M	$9.3B	5,421	30%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
Ashton Thomas Private Wealth	High $1.8M	$5.9B	3,181	38%
Orgel Wealth Management, LLC	High $1.9M	$7.1B	3,786	39%
Cardinal Point Wealth Management	High $1.9M	$4.2B	2,175	52%
Manning & Napier Advisors, LLC	High $1.9M	$5.9B	3,024	51%
SpiderRock Advisors, LLC	High $2M	$8.4B	4,300	46%
Carnegie Investment Counsel	High $2M	$6.2B	3,056	39%
Abacus Wealth Partners	High $2.1M	$3.2B	1,547	48%
Keel Point, LLC	High $2.1M	$3.2B	1,560	54%
Prosperity - An EisnerAmper Company	High $2.1M	$5B	2,369	42%
SAX Wealth Advisors, LLC	High $2.1M	$3.4B	1,596	45%
Destination Wealth Management	High $2.1M	$4.8B	2,272	59%
Ritholtz Wealth Management	High $2.2M	$8.9B	4,139	35%
Parallel Advisors, LLC	High $2.2M	$9.3B	4,169	24%
CW Advisors, LLC	High $2.2M	$14B	6,426	51%
SEIA	Very High $2.3M	$22B	9,520	52%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Concentric	Very High $2.4M	$12B	5,142	85%
Acropolis Investment Management	Very High $2.4M	$2.5B	1,037	61%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
FAS Wealth Partners, Inc.	Very High $2.4M	$3.7B	1,524	40%
Verdence Capital Advisors, LLC	Very High $2.4M	$4.3B	1,798	42%
Valley Wealth Managers, Inc.	Very High $2.4M	$2.1B	854	52%
Summitry, LLC	Very High $2.4M	$3.1B	1,293	58%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Bryn Mawr Trust Advisors, LLC	Very High $2.5M	$3.3B	1,335	45%
Index Fund Advisors, Inc.	Very High $2.5M	$5.2B	2,095	43%
Halbert Hargrove	Very High $2.5M	$3.7B	1,457	61%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Evensky & Katz/Foldes Wealth Management	Very High $2.6M	$3B	1,165	65%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Morton Wealth	Very High $2.6M	$3.2B	1,215	60%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
AWM Capital, LLC	Very High $3M	$1.4B	455	52%
RWA Wealth Partners	Very High $3.1M	$18B	5,951	60%
AlphaCore Capital LLC	Very High $3.1M	$12B	3,985	55%
Mission Wealth Management, LP	Very High $3.2M	$17B	5,299	69%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Klingenstein Fields Advisors	Very High $3.2M	$4B	1,237	79%
Empirical Wealth management	Very High $3.4M	$8.3B	2,394	77%
Performance Wealth	Very High $3.5M	$3.2B	925	52%
First Foundation Advisors	Very High $3.5M	$3.7B	1,053	59%
KCM Investment Advisors	Very High $3.6M	$5.3B	1,492	73%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Westmount Partners, LLC	Very High $3.8M	$5.4B	1,418	60%
LEE Financial Company, LLC	Very High $3.8M	$1.6B	428	51%
True North Advisors, LLC	Very High $3.8M	$3.9B	1,022	58%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Plancorp, LLC	Very High $4.2M	$9.4B	2,251	57%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Americana Partners, LLC	Very High $4.3M	$7B	1,627	51%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Threadline Wealth	Very High $4.4M	$5.2B	1,169	86%
Team Hewins, LLC	Very High $4.4M	$2.4B	551	55%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Bailard, Inc.	Very High $5M	$5.4B	1,068	78%
Becker Capital Management, Inc.	Very High $5M	$3.8B	745	70%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Certuity, LLC	Very High $5.2M	$2.4B	464	89%
BakerAvenue	Very High $5.3M	$5.8B	1,099	72%
Evergreen Capital Management LLC	Very High $5.8M	$6.6B	1,121	67%
Provident Trust Company	Very High $5.9M	$5.8B	992	82%
Evanson Financial, LLC dba Evanson Asset Management	Very High $6M	$5.8B	972	87%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Sand Hill Global Advisors, LLC	Very High $6.7M	$3.7B	546	92%
Plante Moran financial advisors	Very High $6.7M	$27B	3,988	86%
Andersen	Very High $6.8M	$3.8B	550	84%
Douglas C. Lane & Associates	Very High $7.1M	$7.7B	1,084	81%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
Williams Jones Wealth Management, LLC	Very High $7.3M	$11B	1,517	88%
Aldrich Wealth LP	Very High $7.5M	$4.9B	651	59%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
LNW	Very High $9.9M	$11B	1,079	79%
Sapient Capital LLC	Very High $12M	$12B	980	71%
Monograph Wealth Advisors, LLC	Very High $14M	$2.9B	206	74%
Sepio Capital, LP	Very High $15M	$4.1B	276	100%
Everett Harris & Co	Very High $16M	$11B	718	0%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
GenTrust	Very High $19M	$5B	264	90%
Aaron Wealth Advisors	Very High $26M	$3.3B	127	91%
Colter Lewis Investment Partners, LLC	Very High $26M	$3.4B	130	100%
71 West Capital Partners	Very High $32M	$5.5B	171	98%
Frank, Rimerman Advisors LLC	Very High $32M	$3.4B	106	100%
Yale Capital Corp.	Very High $48M	$5.6B	118	100%
Jordan Park Group LLC	Very High $95M	$15B	163	100%
ICG Advisors, LLC	Very High $100M	$5.7B	55	100%
BMO Family Office, LLC	Very High $140M	$9.8B	70	100%

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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. 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 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. Show more

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 Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, 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 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. Show more

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