AUM per client for Supported firms serving clients in California

Supported firms active in California 1,435 firms

Very Low $150K-$410K

Low $410K-$710K

Typical $710K-$1.1M

High $1.1M-$1.7M

Very High $1.7M-$3.8M

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

Median: $880K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Winters Financial Group, Inc.	Typical $960K	$230M	244	29%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
Mark Smith Financial Services, Inc.	Typical $840K	$100M	124	40%
Baroldi Wood Mance Financial Advisors, LLC	Very Low $180K	$44M	249	18%
Jasmijn Capital Management, LLC	Very Low $290K	$71M	249	0%
Embarcadero Capital Advisors, Inc.	Very Low $240K	$60M	250	10%
Farah Private Wealth Management, Inc	Typical $830K	$100M	125	18%
Long Island Wealth Management, Inc.	Very High $2.3M	$290M	125	56%
Srs Wealth Mangement	—	—	250	0%
Wealth & Tax Planners LLC	Very Low $300K	$75M	250	40%
M Premier Partners	Typical $1M	$250M	251	31%
Sterling Retirement Group of Sacramento	Low $470K	$240M	503	13%
Beta Wealth Group, Inc	High $1.2M	$450M	378	43%
Mosaic FI LLC	Low $450K	$110M	253	62%
Scott Marsh Financial, LLC	High $1.2M	$310M	253	37%
Goldman Lancaster, Inc.	Typical $880K	$330M	380	22%
BrightPath Wealth Planning, LLC	High $1.6M	$200M	127	50%
Ginsberg Financial Strategies	Low $590K	$75M	127	20%
Reshape Wealth	Very High $1.8M	$230M	127	69%
Pacific Sun Financial Corp	Typical $760K	$290M	382	33%
Digital Asset Investment Management	Very Low $310K	$80M	255	9%
Pampel & Associates, Inc.	Very Low $360K	$93M	255	13%
International Private Wealth Advisors LLC	Low $580K	$220M	384	11%
Neu Wealth Group	Very High $2.2M	$280M	128	30%
Tate Private Wealth Advisers	High $1.7M	$220M	128	56%
Private Portfolios, Inc.	High $1.1M	$290M	259	32%
Hesen & Haslam	Typical $950K	$250M	261	25%
Retirement Capital Strategies, Inc.	High $1.1M	$300M	261	25%
5 Talents Advisors, Inc	Very Low $200K	$54M	264	9%
Applied Capital	Low $600K	$160M	264	29%
Platinum Wealth Management, Inc.	Low $510K	$67M	132	13%
Stites Financial Consulting	Low $490K	$130M	264	28%
Laguna Financial Advisory	Very Low $350K	$94M	265	15%
Advisifi LLC	Very Low $5.7K	$750K	133	0%
Atlas Financial Advisors, Inc.	Very Low $180K	$47M	266	6%
Favor Wealth Advisors, LLC	Low $670K	$89M	133	24%
Lederer & Associates Investment Counsel	High $1.5M	$210M	133	66%
Wealth Alliance, LLC	Very Low $240K	$70M	172	8%
Trendscast Financial LLC	Very Low $94K	$25M	267	4%
TruFinancial Registered Investment Advisory Services, Inc	Very Low $160K	$44M	267	3%
Vienna Asset Management LLC	Very High $1.9M	$260M	134	100%
Hardworking Capital Advisors, LLC	Typical $710K	$190M	269	20%
Fonte Financial Advisors	High $1.2M	$160M	135	56%
Wisdom Wealth Investment Advisors LLC	Low $510K	$140M	270	15%
Hansen & Associates Financial Group Inc.	Very Low $370K	$200M	545	11%
WWM Financial	Low $660K	$360M	545	19%
Pearl Wealth Group	Very Low $380K	$100M	273	8%
Stone Steps Financial, LLC	Typical $1.1M	$150M	138	38%
Hatfield Insurance & Financial Services, Inc.	Low $650K	$91M	139	13%
Fischer Investment Strategies, LLC	Low $600K	$250M	418	21%
Summit Wealth Group, LLC	Low $650K	$180M	282	20%
Greystone Financial Group, LLC	Typical $840K	$480M	566	26%
Tumwater Wealth Management, LLC	High $1.1M	$320M	284	40%
Next Level Wealth Planning, LLC	Low $560K	$320M	572	15%
Wimmer Associates LLC	Very High $3.2M	$460M	143	78%
Wolfgang Capital	Very Low $300K	$130M	430	13%
Jeffery C. Welch and Associates, Inc.	Very Low $97K	$28M	287	3%
NRI Wealth Management, LLC	Typical $1.1M	$300M	287	64%
Wood Tarver Financial	Typical $800K	$460M	575	26%
Athena Wealth Management, LLC	High $1.2M	$170M	144	42%
Stirling Financial Group	Low $590K	$170M	288	34%
Kachkovsky & Fisher, Inc.	Low $620K	$270M	439	28%
Wordhouse Wealth Coaching	—	—	293	0%
von Adelung Wealth Management	Very Low $280K	$84M	296	4%
Flagship Private Wealth	Typical $730K	$430M	597	45%
Hofer & Associates Wealth Management	Typical $720K	$220M	300	18%
Moore Financial Strategies, LLC	—	—	300	0%
P/E Capital Investments	Very Low $67K	$10M	150	17%
Timmons Wealth Management	High $1.2M	$180M	150	40%
Connect Financial Advisors	Very Low $140K	$63M	452	2%
Capstone Pacific Investment Strategies	Very Low $150K	$47M	302	7%
Entruity Wealth, LLC	Low $540K	$160M	302	24%
Pinnacle Wealth Management, LLC	Low $460K	$210M	458	14%
The Clark Group Asset Management	Typical $740K	$340M	458	38%
JPC Wealth Management, Inc.	Very High $2M	$310M	155	55%
Brook Capital	Low $450K	$280M	626	11%
Grattan Financial Strategies, Inc.	High $1.1M	$350M	313	9%
ATS Wealth Management	Typical $810K	$380M	471	51%
Lake Tahoe Wealth Management, Inc.	Typical $910K	$290M	314	35%
My Portfolio Guide, LLC	Low $640K	$200M	315	40%
Gordon Carlson & Associates	Very Low $240K	$78M	323	40%
Spectrum Wealth Advisory Group, LLC	Low $650K	$420M	646	35%
Snowball Wealth Management	Typical $850K	$140M	162	17%
Intirety, LLC	Very Low $150K	$96M	650	3%
Shaker Financial Services	Typical $870K	$290M	329	31%
Evermont Wealth	Low $670K	$330M	496	18%
Pacific Capital Associates	Low $510K	$260M	497	83%
Bell & Brown Wealth Advisors, LLC	Typical $960K	$480M	500	30%
Slaten Wealth Management	Very Low $220K	$36M	167	0%
Chokshi & Queen Wealth Advisors	Very Low $370K	$250M	678	0%
CPR Financial & Insurance Services, Inc.	Very Low $130K	$89M	696	2%
Abound Financial	Typical $790K	$410M	525	26%
Asti Financial Management	—	—	350	14%
Endurance Financial Planning, LLC	Very Low $140K	$100M	708	5%
Ebert Capital Management Inc.	Low $620K	$110M	178	3%
Bard Associates Inc	Very High $2.2M	$400M	180	52%
January Capital Advisors LLC	Typical $920K	$170M	180	25%
Round Hill Asset Management Inc	High $1.2M	$210M	180	39%
Kondo Wealth Advisors, Inc	Typical $990K	$360M	362	33%
Longevity Capital Management	Typical $780K	$140M	182	91%
Bernzott Capital Advisors	Typical $1.1M	$200M	184	79%
Ostrofe Financial Consultants Inc	Low $650K	$360M	557	26%
Fiduciary Solutions LLC	Very Low $0	$0	563	14%
Cherry Creek Investment Advisors Inc	Typical $920K	$350M	381	24%
Ted Buchan & Company	Typical $1.1M	$410M	383	28%
Auspicious Financial Planning, LLC	High $1.4M	$280M	193	44%
Welch Investment Group, LLC	Low $640K	$250M	387	17%
Wealthguard Advisors, Inc.	Low $430K	$170M	390	12%
Bates Financial Advisors, Inc.	High $1.1M	$440M	397	33%
Classic Financial	Low $700K	$140M	199	22%
The Pension Group	Very Low $300K	$180M	599	2%
Miller Financial Services, Inc.	Low $640K	$130M	200	0%
RLB Financial	Very Low $290K	$170M	607	4%
Integrity Wealth Advisors, LLC	Very Low $310K	$260M	818	22%
Brixton Capital Wealth Advisors, LLC	Very Low $260K	$210M	819	25%
Align Wealth Advisors	Low $490K	$100M	205	0%
Financial Avengers, Inc.	Very High $2.4M	$490M	206	64%
Borabond, LLC	Very Low $400	$83K	207	0%
Blom & Howell Financial Planning, Inc.	Very Low $370K	$160M	417	12%
Capital Preservation Partners, Inc.	Low $530K	$220M	417	15%
Pacific Park Financial, Inc.	Typical $1M	$220M	209	33%
Clay Northam Wealth Management	Typical $850K	$350M	420	26%
RBA Wealth Management, LLC	Typical $1M	$430M	421	30%
The Chartist	Very Low $400K	$170M	426	0%
Ciovacco Capital Management	Typical $960K	$210M	214	69%
Copperline Wealth Management & Planning	Very Low $290K	$120M	430	28%
Hewell Financial Group, Inc.	High $1.5M	$320M	217	42%
Crown Point Wealth Advisors	Very Low $270K	$180M	653	19%
Stock Management LLC	Very Low $320K	$140M	439	18%
Cerda Munoz Advisors, Inc.	Very Low $400K	$260M	659	19%
X Advisors, LLC	Very Low $350K	$230M	659	8%
Abra Capital Management, LP	Low $630K	$140M	220	100%
Acumen Financial Advisors, LLC	Very High $2.1M	$470M	220	61%
Ark Wealth Advisors, LLC	Low $530K	$120M	221	22%
Solano Wealth Advisors	Low $700K	$320M	456	43%
Vista Advisor Group, LLC	Low $450K	$310M	686	12%
Trademark Financial Management, LLC	Low $640K	$290M	458	11%
HF Advisory Group, LLC	Low $700K	$320M	460	22%
Des Moines Investments, LLC	Very Low $350K	$250M	700	11%
Pacific Financial Strategies, Inc.	Very Low $280K	$200M	713	16%
Challenger Wealth Management	Typical $1M	$250M	238	37%
Cogent Independent Advisors, Inc.	Low $470K	$110M	238	38%
Calabasas Advisory Group, LLC	Low $510K	$250M	488	32%
Fidelis IM	Typical $900K	$220M	246	26%
Fairchild Financial Advisors, Inc.	Low $520K	$130M	247	14%
Altitude Wealth Management, LLC	Very Low $220K	$110M	502	4%
WFA of San Diego	Typical $780K	$200M	260	34%
Heron Finance	Very Low $140K	$38M	272	0%
Claremont Financial Group,Inc.	Low $510K	$140M	275	13%
Sanchez Gaunt Capital Management, LLC	Very Low $340K	$290M	830	14%
APS Investment Management Group	Very Low $350K	$200M	557	10%
Dai Advisors	High $1.2M	$330M	285	100%
Southwest Investment Advisors, Inc.	Very Low $330K	$380M	1,149	19%
In Touch Financial Services	Very Low $250K	$72M	290	6%
RHM Capital Management, Inc.	Very Low $86K	$25M	292	7%
Fisher & Wiens Wealth Management, LLC	Typical $830K	$250M	300	51%
Simplifi, Inc.	Typical $920K	$280M	301	26%
True Wave Wealth Planners	Low $440K	$400M	922	29%
Ivanoff Wealth Management Inc.	Very Low $280K	$170M	618	2%
Money Script Wealth Management, PLLC	Very Low $310K	$96M	310	10%
Encompass Wealth Advisors, LLC	Very Low $360K	$460M	1,272	47%
Equanimity Financial Partners	Very Low $240K	$150M	636	6%
Lonestar Registered Investment Advisors, PLLC	Very Low $250K	$270M	991	4%
Arroyo Investment Group, LLC	Typical $950K	$320M	335	29%
Asia Pacific Financial Management Group, Inc.	Very Low $150K	$210M	1,417	3%
American Retirement Planning Group Inc	Very Low $270K	$220M	796	7%
Ring Mountain Capital, LLC	Low $520K	$220M	426	12%
Attentive Investments, LLC	Low $460K	$200M	430	10%
Pento Portfolio Strategies, LLC	Very Low $270K	$240M	874	88%
Elite Financial, Inc.	Low $620K	$270M	439	17%
Private Wealth Advisors	Low $490K	$440M	890	10%
Redwood Coast Financial Partners	Very Low $150K	$150M	987	0%
Oliveira Wealth	Very Low $270K	$270M	988	15%
Superior Planning Wealth Management & Family Office	Low $680K	$340M	509	15%
Meixler Investment Management, Ltd.	Very Low $400K	$220M	561	7%
Kanani Advisory Group Inc.	Low $480K	$280M	589	10%
Sierra Asset Management	Low $470K	$400M	849	13%

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