AUM per client for Multi-team firms serving clients in New York

AUM per client measures the total assets a firm manages divided by its client count, offering insight into who the firm is designed to serve. Higher AUM per client typically indicates firms with higher minimum investment requirements and more tailored, complex financial planning, while lower figures suggest broader access with more standardized services.

In New York, multi-team firms—those with 30 to 300 advisors or managing over $3 billion—show a median AUM per client of about $672,000, slightly above the national median of $637,000. With 307 firms and nearly 3,000 advisors, the distribution ranges widely, from around $220,000 up to over $6.3 million per client. This spread suggests a diverse market: some firms focus on serving wealthier clients with complex needs, reflected in higher AUM per client, while others maintain lower minimums to accommodate a broader client base. The variation also reflects the multiple service tiers within these firms, from mass-affluent to ultra-high-net-worth clients.

For you, this means AUM per client is a useful signal of how a firm structures its services and client focus, but it’s not a measure of quality. A higher number may mean more personalized attention and complex planning, while a lower number could indicate more accessible, standardized offerings. Use this metric alongside others to find a firm that matches your financial situation and service preferences.

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 New York 307 firms

Very Low $220K-$380K

Low $380K-$540K

Typical $540K-$910K

High $910K-$2M

Very High $2M-$6.4M

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%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
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%
Wealth Watch Advisors, Inc	Very Low $170K	$610M	3,587	2%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Global Assets Advisory, LLC	Very Low $210K	$550M	2,572	8%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
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%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
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%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
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%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
RFG Advisory, LLC	Very Low $300K	$5.1B	17,207	7%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
BOK Financial Securities, Inc.	Very Low $310K	$1B	3,263	11%
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%
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	Very Low $330K	$2B	6,199	6%
Regal Investment Advisors LLC	Very Low $330K	$2.7B	8,220	7%
CL Wealth Management LLC	Very Low $340K	$730M	2,165	29%
Independent Wealth Network, Inc.	Very Low $340K	$490M	1,445	18%
Nfsg Corporation	Very Low $340K	$1B	3,036	25%
Foundations Investment Advisors LLC	Very Low $340K	$10B	29,615	20%
Financial Gravity Family Office Services, LLC	Very Low $340K	$590M	1,716	9%
Independent Solutions Wealth Management, LLC	Very Low $350K	$1.5B	4,265	6%
Brookwood Investment Group	Very Low $360K	$1.3B	3,500	6%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
Inspire Advisors, LLC	Very Low $370K	$1.3B	3,523	9%
LaSalle St. Investment Advisors, L.L.C.	Very Low $380K	$5.2B	13,711	7%
A.G.P / Alliance Global Partners	Low $380K	$2.8B	7,318	8%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
Novem Group	Low $390K	$1.4B	3,513	7%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Sage, Rutty & Co., Inc.	Low $400K	$3.3B	8,184	16%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Corecap Advisors	Low $410K	$4B	9,671	10%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Howard Capital Management, LLC	Low $410K	$4.4B	10,546	8%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Sunbelt Securities	Low $420K	$2.6B	6,198	15%
Forefront	Low $420K	$240M	572	18%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Kovack Advisors, Inc.	Low $430K	$5.6B	12,906	12%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
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%
Northland Asset Management	Low $460K	$400M	875	55%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
OneSeven	Low $460K	$7.3B	15,787	12%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
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%
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%
IFG Advisory, LLC	Low $510K	$4.6B	9,038	39%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
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	Typical $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%
Tsa Management Inc	Typical $580K	$1.5B	2,566	15%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
The Patriot Financial Group, LLC	Typical $600K	$1.4B	2,361	16%
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%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
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%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Stephens	Typical $670K	$14B	21,168	15%
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%
Independence Square Holdings, LLC	Typical $690K	$1.8B	2,621	41%
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%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Provenance Wealth advisors	Typical $740K	$2.1B	2,864	18%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Strategic Blueprint, LLC	Typical $750K	$2.5B	3,338	27%
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%
Range Advisory, LLC	Typical $780K	$1.4B	1,773	45%
Moneco Advisors	Typical $800K	$2.2B	2,781	27%
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%
Advisory Services Network	Typical $830K	$10B	12,426	9%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
Modern Wealth Management, LLC	Typical $830K	$9.6B	11,524	22%
Nations Financial Group, Inc.	Typical $830K	$4.6B	5,525	29%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Maridea Wealth Management	Typical $860K	$1.8B	2,100	16%
Sprott Asset Management USA Inc.	Typical $860K	$2.7B	3,101	34%
Merit Financial Advisors	Typical $900K	$18B	20,040	22%
Shelton Capital Management	Typical $910K	$1.3B	1,432	20%
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%
SeaCrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
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%
Courier Capital, LLC	High $1.2M	$2.4B	2,094	17%
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%
Carret Asset Management, LLC	High $1.2M	$1.4B	1,221	30%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Calamos Wealth Management LLC	High $1.2M	$4.8B	4,072	77%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Winthrop Wealth	High $1.2M	$2.9B	2,405	31%
Thurston Springer Advisors	High $1.2M	$5.4B	4,429	26%
Procyon	High $1.2M	$3.4B	2,775	25%
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%
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%
Maseco Private Wealth	High $1.4M	$4.9B	3,443	21%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
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%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
Elevation Point Wealth Partners, LLC	High $1.7M	$8.1B	4,879	33%
J. Safra Asset management Corporation	High $1.7M	$5.7B	3,374	91%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
Perigon Wealth Management, LLC	High $1.7M	$9.3B	5,421	30%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
Dakota Wealth, LLC	High $1.8M	$6.6B	3,728	35%
Gilder Gagnon Howe & Co. LLC	High $1.8M	$9.6B	5,404	49%
Karpus Investment Management	High $1.8M	$3.1B	1,696	43%
Ashton Thomas Private Wealth	High $1.8M	$5.9B	3,181	38%
Leo Wealth, LLC	High $1.9M	$3.2B	1,714	26%
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	Very High $2M	$6.2B	3,056	39%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Keel Point, LLC	Very High $2.1M	$3.2B	1,560	54%
Prosperity - An EisnerAmper Company	Very High $2.1M	$5B	2,369	42%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
Ritholtz Wealth Management	Very High $2.2M	$8.9B	4,139	35%
Pinnacle Associates, Ltd.	Very High $2.2M	$3.9B	1,808	24%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
SEIA	Very High $2.3M	$22B	9,520	52%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Concentric	Very High $2.4M	$12B	5,142	85%
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%
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%
Hamlin Capital Management, LLC	Very High $2.5M	$3.9B	1,594	85%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Cyndeo Wealth Partners	Very High $2.5M	$3.1B	1,219	47%
Forvis Mazars Wealth Advisors, LLC	Very High $2.5M	$11B	4,329	44%
Greenspring Advisors, LLC	Very High $2.6M	$4.3B	1,697	66%
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%
Gamco Asset Management Inc.	Very High $2.6M	$4.6B	1,757	100%
Cannell & Spears LLC	Very High $2.6M	$6.3B	2,394	81%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
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%
Mora Capital Management, LLC	Very High $2.9M	$1.3B	429	40%
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%
Elm Wealth	Very High $3.3M	$2.1B	644	83%
Asset Preservation Advisors, LLC	Very High $3.3M	$9.2B	2,747	62%
Beck, Mack & Oliver LLC	Very High $3.4M	$5.1B	1,512	47%
Greenwich Wealth Management, LLC	Very High $3.8M	$2.2B	589	83%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
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%
Douglass Winthrop Advisors LLC	Very High $4.7M	$5.8B	1,249	71%
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%
Alesco Advisors, LLC, An ESL Company	Very High $5.1M	$2.6B	503	72%
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%
Klingman and Associates, LLC	Very High $6.3M	$4.4B	704	65%
Citizens Private Wealth	Very High $6.4M	$16B	2,465	100%
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%
Joel Isaacson & Co., LLC	Very High $7.4M	$9.3B	1,267	89%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
LNW	Very High $9.9M	$11B	1,079	79%
Waldron Private Wealth	Very High $11M	$5.5B	517	68%
Sapient Capital LLC	Very High $12M	$12B	980	71%
Sepio Capital, LP	Very High $15M	$4.1B	276	100%
Brownson, Rehmus & Foxworth, Inc.	Very High $17M	$4.5B	263	100%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
GenTrust	Very High $19M	$5B	264	90%
Colter Lewis Investment Partners, LLC	Very High $26M	$3.4B	130	100%
Circle Wealth Management, LLC	Very High $37M	$13B	349	100%
Brave Warrior Advisors, LLC	Very High $40M	$3.9B	98	84%
Miller Investment Management, Lp	Very High $41M	$6.3B	155	82%
John W. Bristol & Co., Inc.	Very High $48M	$4B	83	100%
Greenhaven Associates Inc	Very High $84M	$8.4B	100	100%
TAG Associates LLC	Very High $86M	$6.9B	80	100%
Jordan Park Group LLC	Very High $95M	$15B	163	100%
ICG Advisors, LLC	Very High $100M	$5.7B	55	100%
Allen Investment Management, LLC	Very High $120M	$17B	142	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