AUM per client for Supported firms serving clients in Georgia

Supported firms active in Georgia 344 firms

Very Low $97K-$300K

Low $300K-$580K

Typical $580K-$940K

High $940K-$1.5M

Very High $1.5M-$2.8M

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

Median: $730K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Freedom Wealth Coaching, LLC	—	—	—	—
Golden Wealth Strategies	—	$0	—	—
Hamilton Capital Advisors LLC	—	$0	—	—
Harmon Financial Advisors	—	—	—	—
HERO Asset Management	—	—	—	—
Investher Fiduciary Solutions, LLC	—	$0	—	—
Money & Clarity	—	—	—	—
Nortlov Advisory, LLC	—	$0	—	—
COR3 Investment Partners, LLC	High $1.1M	$6.7M	6	100%
Fern Impact Advisors, LLC	Low $350K	$1.7M	5	0%
Maggi Investment Services, LLC	Very Low $260K	$1.3M	5	20%
CG Maton Advisory, Inc.	Very High $7.6M	$45M	6	0%
Integritas Wealth Strategies, LLC	Low $350K	$3.5M	10	10%
Dalton Wealth Planners	Very Low $90K	$630K	7	29%
LegacyBridge Wealth Management, LLC	Low $500K	$3.5M	7	14%
Strive Retirement Group	Low $430K	$6.1M	14	14%
Divergent Capital Asset Management LLC	Very High $2M	$41M	20	50%
Ell Wess Advisors	Typical $590K	$5.9M	10	30%
MB Advisors LLC	Very High $4.7M	$47M	10	100%
Retirement Wealth Management, LLC	—	—	10	0%
Avant Garde Capital	Very Low $51K	$560K	11	73%
Carlyle Wealth Planning	Very Low $0	$0	18	56%
Mann Advisory Services, LLC	Very Low $250K	$3M	12	0%
Gien Capital Management LLC	Typical $840K	$11M	13	0%
Jordan Capital AM, LLC	High $960K	$6.7M	7	100%
KL Financial LLC	Very Low $0	$0	7	0%
Sharper Image Financial Services, LLC	Very Low $130K	$1.8M	14	14%
Livingston Financial Planning, Inc.	Typical $780K	$12M	15	27%
The Carroll Group, Inc.	Very High $20M	$160M	8	100%
Blake Financial Counsel, LLC	Very High $2.6M	$45M	17	100%
The McGriff Alliance	Typical $750K	$13M	17	29%
Wassaw Sound Management, LLC	Very High $12M	$110M	9	100%
Boundary Street Partners LP	Typical $900K	$18M	20	25%
Mosaic Wealth Strategies LLC	Very Low $0	$0	20	50%
Shearman, Ralston Inc.	Very High $4.9M	$98M	20	75%
Aronson Asset Management, Inc.	High $1.1M	$22M	21	14%
COMPASS Wealth Management, LLC	—	—	21	0%
Access Investment Management, LLC	Very High $7.7M	$250M	32	50%
Lifestyle Financial Services, LLC	Very Low $130K	$2.9M	22	0%
Leechgary Asset Management LLC	High $1M	$23M	23	22%
Northstar Investment Partners	Low $320K	$16M	50	20%
TAVCO Financial Advisory, Inc	Very Low $200K	$10M	53	11%
AFS Wealth Management LLC	Typical $630K	$25M	40	28%
Anovest Investment Advisors	High $990K	$39M	40	88%
Arc Asset Management LLC	Very High $6.2M	$86M	14	100%
Xception Family Office	Very High $6.8M	$190M	28	93%
Mighty Oak Management LLC	Low $330K	$15M	45	53%
Ethos Private Wealth	High $950K	$44M	46	37%
Olsen Family Financial, LLC	Low $300K	$14M	46	0%
Pursue Wealth Partners, LLC	Very High $7M	$220M	31	84%
The World Changers Investments, LLC	Very Low $300K	$9.6M	32	0%
Ajax Capital Advisors, Inc.	Low $490K	$33M	67	19%
Asset Guidance Group, LLC	Low $490K	$17M	35	11%
Stonewall Asset Mgmt., Inc.	High $1.1M	$39M	35	9%
CJC Wealth Management	High $1.3M	$92M	72	43%
FAPA Advisory Services Team (FAST)	Low $500K	$9M	18	0%
Nexus Capital Inc	Very Low $97K	$5.6M	57	0%
ETCH Financial	Very Low $180K	$7.1M	39	23%
Knight Financial Investments	Low $330K	$13M	39	0%
Red Tortoise	Very High $4.3M	$340M	78	73%
BDM Investments, Inc.	Typical $900K	$36M	40	33%
Clark Brown, LLC	Typical $690K	$28M	40	30%
Lyons Asset Management	Very Low $280K	$11M	40	0%
Applied Wealth Management	Low $560K	$46M	82	9%
Acropolis Partners, LLC	High $960K	$40M	42	38%
AKPRIDE Financial Services	Low $560K	$25M	44	20%
Concert Financial Planning, LLC	Typical $650K	$29M	44	34%
Lexington Avenue Capital Management, LLC	High $1.1M	$74M	67	31%
34 Financial, LLC	High $1.1M	$100M	90	100%
Twin Robins Capital	Typical $730K	$33M	45	27%
Root Wealth Management	Typical $720K	$33M	46	52%
Stableford Capital LLC	Very High $3.2M	$300M	92	54%
Moran Tice Capital Management LLC	Low $440K	$21M	47	100%
Sunbeam Capital Management, LLC	Very High $8.7M	$410M	47	100%
M&A Wealth	Very Low $170K	$16M	97	35%
Soar Financial LLC	Very Low $150K	$15M	97	3%
Inkwell Capital	Very High $1.5M	$74M	49	59%
Fairway Asset Management, LLC	Typical $930K	$69M	74	15%
Munro Legacy Planners LLC	—	—	25	0%
OPPOQUEST	Low $540K	$42M	77	43%
Meddent Solutions	High $1.1M	$28M	26	100%
Michael L. Ball, CPA, LLC	High $1.1M	$84M	78	37%
Saint Francis Capital	Low $470K	$36M	78	15%
Financial Discovery	Very High $1.5M	$120M	79	56%
Aurora Investment Counsel	Very High $2.5M	$130M	53	100%
Birchwood Capital	Very High $2M	$110M	53	57%
MartinWright Advisory, LLC	High $1.1M	$120M	108	93%
Setarcos Wealth Advisors LLC	Very High $2.1M	$110M	54	74%
Journey Beyond Wealth	Very High $2.3M	$250M	109	47%
A & P Wealth Management	Very Low $200K	$11M	56	77%
Bloomwood	Low $530K	$15M	28	61%
NTV Asset Management, LLC	High $1.2M	$68M	56	55%
Piedmont Private Equity	—	—	28	0%
Capital Advisors Wealth Management, LLC	Very Low $250K	$14M	57	11%
Chastain Wealth Management	Very High $2.5M	$140M	57	89%
Rooks Wealth Advisors, LLC	Typical $840K	$48M	57	33%
Peregrine Investment Advisors, LLC	Very High $3.8M	$330M	86	57%
Conscious Wealth Investments, LLC	Very High $2.4M	$270M	115	60%
Latitude Investment Group	Very Low $73K	$6.3M	87	0%
PIA, LLP	Low $540K	$16M	29	100%
Carrington Advisors, LLC	Typical $910K	$110M	117	24%
UL Wealth LLC	Very Low $250K	$29M	117	20%
Circa Capital, LLC	High $1.4M	$82M	59	27%
Trimaran Capital	High $1.2M	$72M	59	44%
Barnstone Advisors LLC	Very High $2.5M	$220M	90	37%
Impact Advisors Group	Typical $780K	$71M	90	23%
Thompson Wealth Management, Inc.	—	—	30	0%
Monterey Wealth	High $1.1M	$130M	121	28%
Heritage Financial Advisory, LLC	Low $310K	$19M	61	11%
ABG Financial Services, Inc.	Very Low $160K	$9.8M	62	3%
Strickland Davis Advisors LLC	High $1.3M	$120M	93	47%
Sunglow Wealth Advisory LLC	High $1.1M	$70M	62	47%
Lang Asset Management, Inc.	Very Low $270K	$17M	63	0%
CIGX, LLC	Low $410K	$39M	95	13%
ABW, LLC	Very Low $200K	$13M	64	9%
Alder Financial Group Inc	Very High $3.4M	$220M	65	71%
Capital Endurance Group, Inc	Very High $1.7M	$110M	65	37%
Main Street Financial Group LLC	Very Low $280K	$18M	65	3%
Williamson Advisory Services, Inc.	Very High $1.6M	$110M	66	52%
Financial Architects, LLC	Very High $2M	$200M	100	61%
Heinz Investments	High $1.4M	$96M	68	78%
PR Squared Wealth Management LLC	Very Low $120K	$13M	103	1%
Chacon Diaz & Di Virgilio Wealth Management, LLC	Typical $620K	$86M	138	21%
Family Capital Advisors, LLC	Typical $780K	$54M	69	10%
Cornerstone Investment Management and Consulting, LLC	High $1.1M	$76M	70	39%
Pandora Wealth, Inc.	Very High $2.7M	$280M	105	81%
Provident Financial Planning, LLC	Very High $2.4M	$170M	70	81%
Joseph Wealth Management, LLC	Very Low $76K	$8.1M	106	2%
Cantu Tactical Wealth Management, Inc.	Typical $710K	$51M	72	0%
Steward Advisors Group, LLC	Typical $780K	$85M	109	23%
Cedarwood Wealth	Very High $1.9M	$210M	111	50%
The Renn Wealth Management Group, Inc.	Very High $2.1M	$150M	74	65%
Eden Capital Management, LLC	Typical $850K	$95M	112	31%
1776 Wealth LLC	Very High $3.7M	$270M	75	64%
REV Capital, LLC	Typical $760K	$57M	75	47%
Solomon Investments & Financial Planning, LLC	Very Low $53K	$4M	75	0%
Anson Analytics	Very High $1.9M	$220M	113	60%
Nora Wealth	Very High $2.1M	$80M	38	58%
DecisionMap Wealth Management, LLC	Very High $2.3M	$360M	159	70%
Hayes Wealth Advisors, LLC	Typical $770K	$92M	120	61%
Berkeley Advisors, Inc.	Very High $1.5M	$130M	81	47%
Minerva Planning Group	Very High $1.9M	$240M	122	57%
Astrop Advisory Corporation	Low $340K	$28M	82	0%
F5 Financial Planning, L.L.C.	High $1.4M	$170M	123	54%
Optimum Wealth Management, LLC	Typical $860K	$71M	82	66%
Vestwyze, LLC	Very Low $110K	$9.3M	82	0%
Bella Wealth Management, LLC	Low $450K	$74M	165	4%
Turner Wealth Advisory	High $1M	$84M	84	77%
Beall Financial Planning, Inc.	Very Low $270K	$23M	85	2%
Capital Investment Partners LLC	Typical $580K	$49M	85	21%
Mccormack Financial Planning Inc.	Typical $880K	$120M	132	27%
Unified Investment Management	Very High $1.7M	$150M	88	49%
Tidal Creek Capital Advisors	Typical $700K	$120M	177	21%
Klopp Investment Management LLC	High $1.1M	$95M	89	19%
CMA Financial Services	Very Low $150K	$13M	90	0%
Compass Capital Investments LLC	Very Low $100K	$13M	135	12%
C.W. O'Conner Wealth Advisors, Inc.	Very High $2M	$260M	135	51%
MASH Financial Planning	Very Low $260K	$12M	45	7%
Centurion Advisory Group, Inc	Typical $810K	$74M	91	26%
MRP Capital Investments, LLC	High $1.4M	$190M	138	49%
Prosperitage Wealth	Very Low $160K	$7.3M	46	11%
Ridgeline Private Wealth	Typical $930K	$170M	185	32%
Safewater Investment Management LLC	Low $340K	$31M	93	8%
Dyche Wealth Management, Inc	High $940K	$130M	140	29%
Anselme Capital, Inc.	Typical $690K	$65M	94	32%
Apogee Wealth Partners, LLC	High $950K	$89M	94	28%
Fee-Only Financial Planning, L.C.	Very High $2.9M	$400M	141	66%
Phase Line Capital, LLC	Low $340K	$48M	141	16%
Point Nemo Capital, LLC	High $1.1M	$100M	95	86%
Relativity Capital Advisors, LLC	Very Low $240K	$23M	95	8%
Mersereau, Lazenby & Rockas, L.L.C.	Low $480K	$68M	143	55%
Bey-Douglas, LLC Investment Counsel	High $1.2M	$170M	145	87%
E2E Financial	High $1M	$51M	49	22%
Triumph Wealth Advisors, Inc.	Very Low $94K	$18M	196	0%
GPWA, LLC	Low $550K	$110M	198	33%
Paces Ferry Wealth Advisors, LLC	Very High $2.2M	$440M	198	54%
Lipscomb Investment Group, LLC	Low $520K	$77M	149	39%
Chamberlain Financial Advisors, Inc.	Typical $720K	$72M	100	15%
Cuthbert Financial Guidance	—	—	100	0%
ButlerJeffrey, LLC	Low $550K	$28M	51	0%
Hall Financial Advisors, Pc	Low $430K	$22M	51	10%
Capital Research Advisors, LLC	Low $390K	$62M	156	4%
Reicon Wealth Advisors, LLC	Very High $2.6M	$130M	52	52%
Letson Investment Management, Inc.	Very High $2.8M	$300M	105	72%
Sincerus Advisory	High $1.1M	$180M	158	28%
Networth Financial Services, LLC	High $1.2M	$130M	107	39%
American Wealth Advisors, LLC	High $1.1M	$120M	109	40%
Assetgrade, LLC	Very High $2M	$330M	165	56%
Campbell Asset Management, LLC	Typical $830K	$140M	168	31%
Exit Wealth Advisors	High $1.2M	$200M	170	36%
EADS & Heald Wealth Management	High $980K	$220M	229	47%
Gunn & Company Investment Management, Inc.	High $1.2M	$210M	172	34%
TruAdvisors	Typical $770K	$130M	172	19%
ATLas Investment Advisors	Very High $1.6M	$180M	116	87%
Bryspen, Incorporated	Very High $5.3M	$310M	58	93%
Davis Capital Management	High $1.1M	$260M	232	70%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
The Moorings Group, LLC	Very High $3.6M	$420M	116	78%
Wealth Engagement	Very High $1.6M	$95M	58	47%
Taverik Capital, LLC	Very Low $210K	$25M	117	3%
CMC Financial Group, LLC	Typical $630K	$110M	176	16%
Chancellor Wealth Management, Inc.	Very High $1.5M	$170M	119	0%
Fully Financial	Typical $910K	$110M	119	29%
Holcombe Financial, Inc.	Very High $2.3M	$410M	179	54%
Surepath Financial Services, LLC	Very Low $280K	$34M	121	7%
Kinwell LLC	Typical $760K	$94M	123	28%
ReliaStar Capital Management, Inc.	Very Low $270K	$33M	123	7%
Baldwin Financial Advisors, LLC	Very Low $0	$0	247	2%
Stravolo Wealth Management, LLC	Very Low $140K	$8.9M	62	0%
SmartPlan Investing	—	—	249	0%
Integras Partners, LLC	High $1.3M	$240M	187	43%
Together Planning	High $940K	$170M	187	30%
First City Capital Management Inc	Very High $1.6M	$410M	251	33%
Executive Money Managers, Inc.	Low $410K	$100M	252	9%
Peak Wealth Group LLC	Low $320K	$41M	127	7%
Christian Values Investing, Inc.	Very Low $170K	$33M	194	2%
PMD Advisory	Low $430K	$56M	130	28%
Spartan Planning Group	Very High $1.8M	$360M	196	45%
Genesis Investments	Low $410K	$110M	262	7%
Rothman Investment Management, LLC	Low $570K	$75M	131	25%
Commonwealth Financial Planners Inc	Very High $1.7M	$220M	132	50%
Galleria Financial Advisors, LLC	Very High $1.7M	$220M	132	46%
Ponte Vedra Wealth	Low $550K	$74M	133	16%
Cornerstone Financial	Typical $590K	$120M	200	30%
Luken Investment Analytics, LLC	High $1.1M	$290M	267	31%
Audible Wealth Management	Very Low $150K	$39M	269	3%
TandemGrowth Financial Advisors, LLC	Very High $1.5M	$300M	202	67%
Kroon & Mitchell Asset Management LLC	High $1.1M	$220M	203	23%
Conway Capital Management, Inc.	Very High $3.4M	$230M	68	62%
Skrobonja Wealth Management, LLC	Very Low $220K	$46M	204	2%
Banyan Capital Management, Inc.	Very High $1.9M	$270M	137	43%
Freedom Capital Advisors Inc	Low $330K	$45M	137	66%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Jansson Financial Svcs	Low $360K	$74M	207	5%
Private Family Wealth Advisors	Very High $2.8M	$390M	138	54%
Approach Retirement Advisors, LLC	Very High $1.6M	$220M	140	42%
SilverOak Investments, LLC	Low $450K	$63M	142	10%
ST. John & Associates, Inc.	Typical $860K	$120M	142	30%
Wealth 360, LLC	Typical $620K	$88M	142	24%
Stronghold Wealth Management L.L.C.	High $1.2M	$170M	143	31%
Legacy Financial Advisors	Typical $640K	$140M	216	27%
Mason Westbridge Asset Management LLC	Very Low $51K	$7.5M	146	3%
Ascension Wealth Advisors	Very Low $0	$0	74	95%
Mosaic Wealth Management, L.L.C.	Very High $3.2M	$240M	75	92%
The Marin Group Inc.	Typical $800K	$120M	150	17%
The Foundation Investment Group	Very High $1.9M	$290M	151	72%
Summit Financial Group, LLC	Very Low $300K	$23M	76	13%
D.L. Fields Advisory Group, LLC	Very Low $81K	$25M	310	0%
Oak Street Advisors	Typical $810K	$120M	155	26%
Wilson Wealth Stewardship	Low $380K	$59M	155	6%
Felton & Peel Wealth Management, Inc.	Low $430K	$33M	78	12%
Baugh & Associates, LLC	Very High $1.8M	$290M	160	34%
Stone Bridge Asset Management, LLC	Low $350K	$84M	240	21%
Hanover Advisors, Inc	Very High $1.5M	$350M	242	34%
Goepper Burkhardt LLC	Very High $1.5M	$380M	243	58%
Summit Investment Management, Ltd.	Low $520K	$84M	162	4%
Arch Partners Wealth Management, Inc.	Low $430K	$110M	244	35%
BlackLines Financial	Very Low $220K	$53M	244	22%
Hamilton Capital Partners, LLC	Very High $1.8M	$290M	163	39%
The Palmer Knight Company	Very High $1.8M	$290M	163	52%
WMGNA	High $1.1M	$350M	326	30%
Cerner Capital Management, LLC	Low $330K	$27M	82	10%
Magellan Planning Group	Typical $830K	$210M	247	25%
Brooks, Moore & Associates, Inc.	Very High $1.9M	$310M	165	58%
The Jenkins Group	High $1.1M	$270M	251	36%
COMPASS Wealth Management, LLC	Very High $1.8M	$310M	168	49%
Sentara Capital	Typical $710K	$120M	169	23%
56 Capital Partners, Ltd	Low $320K	$82M	260	14%
Stash Wealth, LLC	Very Low $300K	$52M	174	0%
The Monitor Group, Inc.	High $960K	$170M	174	35%
Copperwood Financial	Low $450K	$120M	262	18%
Legacy Planning Advisors, LLC	Typical $880K	$230M	265	28%
Townsend Wealth Management	High $1.1M	$190M	179	34%
Beacon Financial Advisers, Inc.	High $1M	$91M	91	53%
Golden Bell Financial Planning, LLC	Very High $2.3M	$210M	92	71%
Magnolia Financial Planning Services, Inc.	Typical $760K	$210M	276	32%
Paul Manners & Associates, Inc.	Very High $1.8M	$340M	184	57%
Coastline Complete Wealth LLC	High $1.1M	$210M	186	35%
Lexus Wealth Management	Very Low $150K	$42M	279	3%
Elm3 Financial Group, LLC	Typical $660K	$190M	282	23%
Daner Wealth Management, LLC	High $1.1M	$200M	190	33%
Newcorp Wealth Management	Typical $740K	$140M	190	23%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Family First Financial Planning	—	—	193	0%
Wynn Capital	High $1M	$310M	293	24%
Bull Street Advisors	Very High $2.3M	$220M	98	59%
Charleston Financial Advisors, LLC	High $1.3M	$250M	196	45%
Fiduciary Capital, Inc.	Very Low $230K	$68M	298	11%
Horowitz & Company, Inc.	Typical $680K	$140M	199	21%
SFI Advisors, LLC	Low $580K	$180M	304	11%
Stillblue Financial Partners, LLC	Low $530K	$110M	203	6%
Wickham Financial & Insurance Services	Typical $620K	$190M	308	17%
Cravens & Company Wealth Management	High $1.3M	$280M	211	37%
Live Oak Investment Partners	Typical $670K	$210M	317	21%
Oxford Chase Advisors LLC	Very Low $280K	$90M	320	14%
Incompass Financial Partners, LLC	Typical $580K	$190M	325	24%
Actify Investor Retirements, LLC	Very Low $27K	$5.8M	220	0%
Everest Financial Advisors, LLC	Very Low $280K	$62M	225	9%
Peachtree Investment Partners, LLC	High $1.4M	$320M	227	36%
Wealth Intelligence, LLC	High $1.1M	$250M	227	14%
Dovetail Financial Group LLC	Typical $880K	$300M	341	12%
Creative Financial Partners	—	—	115	0%
Safe Harbor Fiduciary, LLC	Low $380K	$130M	346	22%
Aldebaran Financial Inc	Typical $580K	$200M	350	12%
Parrish Capital, LLC	Typical $610K	$140M	234	28%
The Keystone Financial Alliance, LLC	High $1.4M	$160M	119	63%
Baobab Wealth Management	Very Low $290K	$70M	240	6%
Harvest Investment Advisors, LLC	Very High $1.6M	$200M	122	35%
Kenneth Frenke & Co	Typical $840K	$210M	245	24%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
Asset Management Group	Low $540K	$200M	372	16%
The Bottom Line Wealth Management Ltd.	Very Low $25K	$6.3M	250	0%
BARR Financial Services, LLC	High $1.1M	$270M	253	38%
Pierson Wealth Management	Typical $650K	$170M	255	30%
Cosey Financial Services, Inc.	Very Low $280K	$110M	385	11%
Georgia Wealth Partners, LLC	Very Low $260K	$130M	514	14%
Baer Wealth Management	High $1.1M	$280M	263	57%
Applied Capital	Typical $600K	$160M	264	29%
Momentum Wealth Management	Very Low $240K	$64M	269	6%
Bales Financial Advisors, Inc	Very Low $190K	$51M	270	0%
Brightwater Advisory, LLC	High $1.1M	$290M	273	47%
Pearl Wealth Group	Low $380K	$100M	273	8%
Asset Protection Wealth Management LLC	—	—	138	0%
DBA Olson Associates	Low $510K	$71M	140	14%
Legacy Partners Financial Group, LLC	Typical $680K	$95M	140	75%
Georgia Advisory Group LLC	Low $370K	$110M	285	0%
Norwood Economics, Inc.	Typical $640K	$91M	143	20%
Holland Financial Services, Inc.	Low $470K	$68M	146	17%
Wordhouse Wealth Coaching	—	—	293	0%
Generouswealth, LLC	Low $360K	$110M	305	12%
Southeast Financial Advisors	Low $380K	$130M	303	0%
CFS Wealth Management	Low $410K	$190M	465	15%
Orion Investment Co	Typical $690K	$430M	627	56%
Smith, Brown & Groover, Inc.	Typical $590K	$280M	477	17%
Sard Wealth Management Group, LLC	High $1.4M	$430M	319	49%
Second Half Financial Partners, LLC	Very Low $260K	$130M	485	9%
MMHP Investment Advisors	High $1.3M	$430M	336	52%
J. L. Perkins Wealth Management, LLC	Low $420K	$140M	339	2%
Capasso Planning Partners LLC	Typical $760K	$260M	340	18%
Premier Private Wealth Management, LLC	Very Low $180K	$130M	698	2%
IntelliVest Wealth Management	Very Low $150K	$54M	351	3%
Estate Management Counselors, LLC	Typical $830K	$290M	355	23%
Lighthouse Retirement	Very High $1.6M	$280M	182	26%
Tuttle Wealth Partners LLC	Very Low $120K	$65M	565	6%
Magnolia Wealth Management LLC	Low $480K	$180M	385	26%
Wayne Firebaugh, Inc.	Low $430K	$85M	195	31%
Sanders & Scott, CHFC	Low $370K	$150M	392	8%
TRUFP	Low $510K	$420M	820	15%
Reap in Wealth Management, LLC	Very Low $55K	$34M	627	0%
Ciovacco Capital Management	High $960K	$210M	214	69%
Kiker Wealth Management, LLC	Low $420K	$380M	894	9%
Peachtree Wealth Advisors, Inc	Typical $840K	$380M	453	38%
TCM	Low $330K	$160M	495	19%
Capital and Planning, LLC	Low $370K	$190M	517	24%
INTELUS Advisory Group, LLC	Very Low $220K	$64M	290	14%
Masterplan Retirement Consultants	—	—	290	0%
Anderson Advisors, Inc.	—	—	306	0%
Money Script Wealth Management, PLLC	Low $310K	$96M	310	10%
Wiregrass Asset Management	Very Low $300K	$95M	313	34%
McKee Investment Planning, Inc.	Very Low $150K	$99M	647	4%
Lonestar Registered Investment Advisors, PLLC	Very Low $250K	$270M	991	4%
San Blas Advisory, Inc.	Low $330K	$220M	664	9%
Ridge Capital Management, LLC	Low $540K	$180M	335	20%
JMR Financial Group	Very Low $82K	$68M	835	5%
Yeisley Wealth Solutions, Inc.	Very Low $170K	$74M	425	1%
Chiron Capital Management, LLC	Very Low $250K	$230M	896	28%

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