AUM per client for Supported firms serving clients in Texas

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 with higher minimum investment requirements and more complex, personalized financial planning. Lower AUM per client suggests firms designed for broader access with more standardized services.

In Texas, supported firms—those with 1 to 4 advisors plus staff or managing over $200 million in assets—show a median AUM per client of about $818,000, slightly above the national median. The distribution ranges from around $110,000 to over $3.4 million per client, reflecting a wide variety of firm models. This spread suggests that Texas firms include both those focused on scalable, efficient service for affluent clients and those offering highly tailored, complex planning for high-net-worth individuals. The diversity indicates that supported firms in Texas are deliberately positioned to meet different client needs rather than being in an early growth phase.

For you, understanding AUM per client helps clarify whether a firm’s service model aligns with your financial situation and preferences. A higher AUM per client might mean more bespoke attention and higher minimums, while a lower number could signal more accessible, standardized offerings. There’s no single right number—it’s about finding the balance between personalized service and scalability that fits your goals. Use this metric alongside others to make an informed choice.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Supported firms active in Texas 3,712 firms

Very Low $110K-$380K

Low $380K-$660K

Typical $660K-$1M

High $1M-$1.7M

Very High $1.7M-$3.5M

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

Median: $820K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
W. Swartz & Co., LLC	Low $450K	$39M	87	45%
Fairhaven Financial Advisory Corporation	Low $450K	$360M	805	9%
Brightside Wealth Planning, LLC	Low $450K	$84M	188	19%
Bella Wealth Management, LLC	Low $450K	$74M	165	4%
Livesberger Financial Advisory	Low $450K	$170M	371	2%
Brook Capital	Low $450K	$280M	626	11%
Conscious Capital	Low $450K	$68M	152	11%
PMG Wealth Management	Low $450K	$200M	443	33%
Wealthnest Capital Inc.	Low $450K	$35M	78	8%
Cypress Capital	Low $450K	$120M	260	11%
J.S. Replogle & Associates LLC	Low $450K	$40M	90	0%
Copperwood Financial	Low $450K	$120M	262	18%
Farris Capital Management Inc.	Low $450K	$180M	395	12%
Axiom Wealth Strategies, LLC	Low $450K	$120M	272	25%
LD Lowe Wealth Advisory	Low $450K	$120M	264	10%
Gainspoletti Wealth Planners	Low $450K	$110M	250	18%
Gabe Nelson Financial, Inc.	Low $450K	$91M	202	20%
NFI, LLC	Low $450K	$60M	134	10%
Endurance Financial LLC	Low $450K	$35M	77	17%
TRU Independence Asset Management 2, LLC	Low $450K	$90M	200	63%
SCS Asset Management, Inc.	Low $450K	$30M	67	12%
Vista Advisor Group, LLC	Low $450K	$310M	686	12%
Portus Capital Management, LLC	Low $450K	$110M	238	50%
Cornermen Financial, LLC	Low $450K	$170M	378	10%
RFM Financial Solutions, LLC	Low $450K	$250M	544	13%
The Helix Financial Group	Low $450K	$110M	235	6%
Blue Capital	Low $450K	$200M	443	12%
Titan Investment Management LLC	Low $450K	$120M	263	28%
DFG Wealth Management, LLC	Low $450K	$65M	143	4%
Core Alpha, Inc.	Low $450K	$150M	321	0%
Finance Wisdom	Low $460K	$58M	128	2%
Fairlane Investment Advisors Inc	Low $460K	$80M	175	19%
Bradford Financial Services Corp	Low $460K	$250M	549	0%
BNB Wealth Management, LLC	Low $460K	$200M	441	34%
Worthington Wealth Management	Low $460K	$150M	336	12%
MarketTrend Advisors, Ltd.	Low $460K	$33M	72	31%
Essential Investing	Low $460K	$40M	87	10%
Wise Money Israel	Low $460K	$80M	175	19%
Greenrock Asset Management LLC	Low $460K	$5.5M	12	17%
Unified Wealth Management LLC	Low $460K	$150M	325	10%
Drummond Wealth Management	Low $460K	$59M	129	14%
Bayworth Capital	Low $460K	$88M	192	27%
Timpe & Timpe Financial Advisory Services, L.L.C.	Low $460K	$61M	133	29%
Chlebina Capital	Low $460K	$5.1M	11	55%
Adaptive Advice, LLC	Low $460K	$8.3M	18	28%
Godfrey Financial Associates, Inc.	Low $460K	$180M	395	11%
Saber and Shield Wealth Management, L.L.C	Low $460K	$74M	161	14%
Caruso Family Financial Advisors (CFFA) LLC	Low $460K	$25M	53	34%
Legacy Investment Advisors, LLC	Low $460K	$30M	65	11%
Portfolio Design Services, LLC	Low $460K	$120M	253	8%
Timepiece Financial Planning, Inc.	Low $460K	$74M	159	0%
Jfr Financial Services, Inc.	Low $460K	$280M	597	19%
Roan Capital Partners	Low $460K	$150M	328	13%
Based Capital Wealth LLC	Low $460K	$51M	110	53%
Reed Capital Management, LLC	Low $460K	$54M	117	27%
DRS Wealth Management	Low $460K	$74M	160	36%
Twin Rivers Wealth Management	Low $460K	$120M	256	9%
Bucket List Wealth Management, LLC	Low $460K	$220M	480	25%
Holland Financial Services, Inc.	Low $470K	$68M	146	17%
New River Investments	Low $470K	$25M	53	17%
Rise Private Wealth Advisors	Low $470K	$63M	135	20%
PurposePath Capital, LLC	Low $470K	$63M	135	14%
Saint Francis Capital	Low $470K	$36M	78	15%
Investment Management & Planning LLC	Low $470K	$230M	503	62%
True Blue Financial, LLC	Low $470K	$270M	570	43%
SKG Capital Advisors, LLC	Low $470K	$130M	277	13%
Sterling Retirement Group of Sacramento	Low $470K	$240M	503	13%
Sound View Financial Advisors	Low $470K	$50M	107	13%
Rachor Investment Advisory Services, LLC	Low $470K	$230M	490	27%
Archway Private Wealth LLC	Low $470K	$17M	37	78%
Security First Financial	Low $470K	$300M	639	10%
Malnik Wealth Management, LLC	Low $470K	$100M	216	20%
Bull Bear Investment Management LLC	Low $470K	$67M	142	22%
Asset Strategy Retirement Plan Consultants, LLC	Low $470K	$110M	237	11%
Zenith Advisory Group, LLC	Low $470K	$65M	139	7%
Perennial Wealth Advisors, LLC	Low $470K	$80M	169	12%
Sierra Asset Management	Low $470K	$400M	849	13%
EGP Wealth Management, LLC	Low $470K	$39M	82	18%
Graetz Wealth	Low $470K	$150M	316	16%
Hanseatic Management Services Inc	Low $470K	$100M	216	35%
Diversified Capital Group	Low $470K	$37M	78	0%
Stage Wealth Management, Inc.	Low $470K	$96M	203	80%
Quest 10 Wealth Builders, Inc.	Low $470K	$240M	503	22%
Luedtke & Associates LLC	Low $470K	$220M	470	12%
Eagle Financial Strategies	Low $470K	$140M	294	15%
Nosuris, Inc.	Low $470K	$90M	190	5%
DCJ Global Wealth Management	Low $470K	$51M	108	23%
Wealth Management of Kentucky, Inc.	Low $470K	$39M	83	27%
American Harbour Wealth Management, LLC	Low $470K	$84M	178	18%
TruePath Financial Planning	Low $480K	$37M	77	17%
Pathway Advisors, LLC	Low $480K	$52M	108	6%
Tower Wealth Partners	Low $480K	$440M	920	16%
Comprehensive Financial Consultants	Low $480K	$180M	376	16%
Directional Advisors	Low $480K	$43M	90	14%
Ataraxis Financial	Low $480K	$51M	106	8%
First Mason Financial, LLC	Low $480K	$180M	382	17%
Investment Managers Group, LLC	Low $480K	$120M	244	25%
Powerhouse Financial Advisors, Inc.	Low $480K	$110M	226	10%
Oak Crest Advisory, LLC	Low $480K	$90M	188	18%
Strategic Wealth Partners LLC	Low $480K	$100M	212	100%
C F Parks Inc	Low $480K	$97M	202	15%
AIM Advisory Group, LLC	Low $480K	$21M	44	27%
Piccolo Investment Consulting, LLC	Low $480K	$94M	195	11%
Anova Management	Low $480K	$19M	40	75%
The Planners Inc.	Low $480K	$66M	136	16%
Davis & Wehrle, LLC	Low $480K	$40M	82	11%
Secure Retirement Financial & Insurance Services Corp.	Low $480K	$100M	211	11%
Athena Advisor Services, LLC	Low $480K	$84M	174	18%
Clearview Wealth Management	Low $480K	$160M	339	28%
Manhattan Wealth Management Group	Low $480K	$150M	311	49%
AG Financial	Low $480K	$85M	175	7%
Statetrust Capital, LLC.	Low $490K	$69M	143	36%
Asset Guidance Group, LLC	Low $490K	$17M	35	11%
Compass Capital Management, LLC	Low $490K	$110M	231	17%
McMillan Analysis Corporation	Low $490K	$23M	48	60%
Korving & Company LLC	Low $490K	$140M	278	11%
Professional Investment Counsel, Inc	Low $490K	$38M	79	11%
Trinity Wealth Solutions LLC	Low $490K	$53M	109	14%
Miller Financial Group, LLC	Low $490K	$83M	170	12%
Lindus Advisors, Inc.	Low $490K	$14M	28	54%
Forth Capital (USA), LLC	Low $490K	$20M	40	13%
Total Financial Management, LLC	Low $490K	$90M	184	12%
S&S Wealth Management	Low $490K	$150M	315	15%
The Freyr Group	Low $490K	$65M	132	19%
Members Advisory Group, LLC	Low $490K	$440M	906	14%
Fingerlakes Wealth Management, Inc.	Low $490K	$280M	564	15%
Harger and Company, Inc.	Low $490K	$140M	280	0%
Cosner Financial Group, LLC	Low $490K	$300M	614	21%
Coronado Investment Advisors, LLC	Low $490K	$15M	31	26%
Ajax Capital Advisors, Inc.	Low $490K	$33M	67	19%
TradeWinds Wealth Management	Low $490K	$130M	260	11%
Stites Financial Consulting	Low $490K	$130M	264	28%
Acribus Capital LLC	Low $490K	$2.5M	5	0%
Vega Financial LLC	Low $490K	$60M	121	23%
Private Group Wealth Management, LLC	Low $490K	$30M	61	57%
Obran Capital Advisors LLC	Low $490K	$14M	28	0%
Kedrec LLC	Low $490K	$34M	69	13%
B.E.S.T. Wealth Management LLC	Low $490K	$55M	111	15%
Private Wealth Advisors	Low $490K	$440M	890	10%
Integrated Planning & Investments	Low $490K	$100M	205	22%
Align Wealth Advisors	Low $490K	$100M	205	0%
Shrier Associates, LLC	Low $490K	$67M	136	38%
Reppond Investments, Inc.	Low $490K	$44M	90	18%
BRIA Capital Group, LLC	Low $490K	$150M	311	28%
Lake Avenue Financial LLC	Low $490K	$140M	293	12%
Cloak Advisors	Low $490K	$36M	73	12%
Harvard Avenue Investment Advisory	Low $490K	$65M	131	12%
Insight Investment Advisers LLC	Low $490K	$72M	145	23%
Coral Wealth Management, LLC	Low $490K	$120M	252	15%
Quiver Financial Holdings LLC	Low $490K	$84M	170	41%
L & M Wealth Management and Retirement Solutions, LLC	Low $490K	$67M	136	15%
Family Legacy Planning	Low $490K	$160M	327	10%
Boulder Investment Group	Low $490K	$71M	144	24%
SG Wealth Managers LLC	Low $500K	$38M	77	42%
LoneTree Wealth Management	Low $500K	$47M	95	31%
M Wealth Management, LLC	Low $500K	$180M	358	11%
Piedmont Capital Management, LLC	Low $500K	$230M	464	13%
JCN Financial & Tax Advisory Group, LLC	Low $500K	$130M	263	15%
WMS Group LLC	Low $500K	$130M	252	7%
Hermosa Wealth Management	Low $500K	$29M	58	34%
Sapphire Blue Investment Partners	Low $500K	$190M	376	18%
Blue Heron Capital	Low $500K	$100M	205	39%
Rockwall Wealth Management	Low $500K	$310M	612	20%
Financial Forum, Inc.	Low $500K	$290M	572	13%
Good Life Private Wealth, LLC	Low $500K	$44M	89	28%
Redeem Wealth Management	Low $500K	$110M	228	12%
Dean Wealth Management, LLC	Low $500K	$51M	102	15%
Paragon Financial Services	Low $500K	$370M	729	41%
Sovereign Asset Management	Low $500K	$180M	350	19%
Glynn Capital Advisors	Low $500K	$5.6M	11	100%
Complete Wealth Management, LLC	Low $500K	$130M	253	13%
Landmark Wealth Advisors, LLC	Low $510K	$130M	266	14%
Arrian Investments, Inc.	Low $510K	$220M	442	14%
Graystone Partners Wealth Management, LLC	Low $510K	$290M	581	27%
Sterling Manor Financial, LLC	Low $510K	$200M	393	14%
Jericho Financial	Low $510K	$200M	390	7%
Lester Financial Group, LLC	Low $510K	$400M	784	7%
Crossroads Planning	Low $510K	$63M	124	16%
Carolina Financial Advisors, Inc.	Low $510K	$240M	473	10%
Arbor Financial Services, LLC	Low $510K	$120M	240	16%
Hillspring Financial, Inc.	Low $510K	$130M	260	11%
Primeaumayer Financial	Low $510K	$49M	96	44%
Witt Financial Group, LLC	Low $510K	$160M	314	27%
Avant Capital, LLC	Low $510K	$170M	339	20%
Calabasas Advisory Group, LLC	Low $510K	$250M	488	32%
Hallett Advisors	Low $510K	$150M	293	17%
RPM Capital Management, LLC	Low $510K	$72M	140	96%
MSP Wealth Management, LLC	Low $510K	$210M	414	14%
Trend Management, Inc.	Low $510K	$82M	160	25%
Wilshire-Pennington Group, Inc.	Low $510K	$53M	103	82%
Alpha Planning and Financial Services, Inc.	Low $510K	$110M	218	12%
Altum Wealth Advisors	Low $510K	$120M	240	24%
Pacific Capital Associates	Low $510K	$260M	497	83%
Miller Financial Services LLC	Low $510K	$290M	574	12%
Investology Inc.	Low $510K	$180M	350	0%
Next Generation Investing, LLC	Low $510K	$130M	245	47%
Invest Smart USA, Inc.	Low $510K	$45M	88	16%
Fairchild Financial Advisors, Inc.	Low $520K	$130M	247	14%
Taylor Stephens, Inc.	Low $520K	$33M	65	46%
LIG Capital Management, LLC	Low $520K	$210M	406	16%
Lipscomb Investment Group, LLC	Low $520K	$77M	149	39%
New England Schooner, Inc.	Low $520K	$170M	320	11%
Oak Springs Wealth Management, LLC	Low $520K	$44M	86	43%
One Wild Life Advisors LLC	Low $520K	$40M	77	25%
Ring Mountain Capital, LLC	Low $520K	$220M	426	12%
Personal Financial Advisors, Inc.	Low $520K	$80M	155	11%
Aligned Advisors	Low $520K	$29M	56	100%
COPE Private Wealth	Low $520K	$88M	170	2%
Summit Planning Group, Inc.	Low $520K	$110M	210	11%
Brentview investment Management, LLC	Low $520K	$110M	211	100%
Vineyard Wealth Advisory LLC	Low $520K	$38M	74	14%
Libertas Wealth Management Group, Inc.	Low $520K	$150M	280	8%
The Pitti Group Wealth Management, LLC	Low $520K	$290M	568	13%
Rik Saylor Financial, Inc.	Low $520K	$190M	376	26%
Rogue Advisors, LLC	Low $520K	$80M	154	8%
Hillman Capital Management Inc	Low $520K	$92M	178	34%
Spectrum Advisors, Inc.	Low $520K	$160M	308	12%
Monocacy Wealth Management, LLC	Low $520K	$34M	66	38%
Barnett Capital Advisors LLC	Low $520K	$100M	201	19%
Trusttree Financial LLC	Low $520K	$78M	150	33%
Winslow Financial LLC	Low $520K	$98M	189	29%
Alpha Capital LLC	Low $520K	$68M	130	10%
Retirement Solutions Group	Low $520K	$160M	300	24%
Womack Investment Advisers, Inc	Low $520K	$89M	171	16%
CJW Capital, LLC	Low $520K	$80M	153	25%
Markle Financial LLC	Low $520K	$130M	257	18%
Newman Ladd Capital Advisors, LLC.	Low $520K	$110M	206	10%
RIA Wealth Advisors, LLC	Low $520K	$130M	241	13%
Greystone Financial & Estate Services, Inc.	Low $530K	$110M	207	16%
Jansen Wealth Management LLC	Low $530K	$120M	226	17%
Capstar Financial Services LLC	Low $530K	$200M	376	13%
Calvert Wealth Management, Inc.	Low $530K	$190M	360	16%
Demeter Tactical Investments Corp.	Low $530K	$210M	390	2%
McGovern Financial Planning, LLC	Low $530K	$64M	121	12%
Stillblue Financial Partners, LLC	Low $530K	$110M	203	6%
Faykus Financial, LLC	Low $530K	$18M	34	53%
Bridge Capital Consulting, LLC	Low $530K	$75M	141	21%
Compound Wealth, Advisory and Tax LLC	Low $530K	$43M	81	15%
Guide Financial Planning	Low $530K	$70M	132	20%
Portland Private Wealth Management, Inc.	Low $530K	$230M	439	14%
TWM Wealth Management Corp	Low $530K	$89M	167	16%
WaterRock Wealth Management	Low $530K	$150M	289	13%
Proper Financial, LLC	Low $530K	$65M	122	18%
Guardian Capital, LLC	Low $530K	$130M	240	13%
Capital Preservation Partners, Inc.	Low $530K	$220M	417	15%
Ark Wealth Advisors, LLC	Low $530K	$120M	221	22%
Blue Waters Advisory Group, LLC	Low $530K	$81M	152	51%
Idle Hill Advisors LLC	Low $540K	$110M	200	29%
First Financial Advisory Services Inc	Low $540K	$280M	516	15%
COPIA Wealth Management	Low $540K	$150M	288	20%
Vista Cima Wealth Management LLC	Low $540K	$140M	266	12%
Ark Advisors LLC	Low $540K	$170M	325	37%
Luna Capital Management, LLC	Low $540K	$110M	212	20%
Laguna Wealth Advisors, LLC	Low $540K	$150M	288	16%
Asset Management Group	Low $540K	$200M	372	16%
R.O.I.	Low $540K	$89M	166	23%
Glenwood Investment Group, LLC	Low $540K	$200M	370	14%
Entruity Wealth, LLC	Low $540K	$160M	302	24%
Wagner Wealth Management, Corp.	Low $540K	$130M	246	15%
Chapman & Chapman Advisors LLC	Low $540K	$140M	268	1%
Wullschleger Group	Low $540K	$8.1M	15	40%
Prentice Financial Planning, LLC	Low $540K	$97M	180	24%
AGP Franklin, LLC	Low $540K	$250M	456	19%
Sky Alpha Asset Advisors	Low $540K	$150M	286	67%
Ridge Capital Management, LLC	Low $540K	$180M	335	20%
Claris Financial, LLC	Low $540K	$330M	599	27%
Enduring Wealth Advisors	Low $540K	$120M	225	15%
Wisconsin Wealth Advisors, LLC	Low $540K	$150M	284	8%
The Mass Group	Low $540K	$44M	81	85%
OPPOQUEST	Low $540K	$42M	77	43%
Financial Advisors Consortium, Inc.	Low $540K	$73M	134	16%
Five Pine Wealth	Low $540K	$190M	345	14%
MY Wealth Planners	Low $540K	$95M	175	21%
9I Capital Group LLC	Low $540K	$48M	88	26%
Global Key Advisors	Low $540K	$26M	47	66%
Concordia Wealth Planning, LLC	Low $550K	$44M	80	19%
Forest Park Capital LLC	Low $550K	$60M	110	9%
Calm River Capital LLC	Low $550K	$13M	23	70%
Savant Investment Advisers, Inc.	Low $550K	$150M	277	24%
Evan Capital	Low $550K	$14M	25	28%
DeLeon Wealth LLC	Low $550K	$20M	37	8%
Private Wealth Management of North Carolina LLC	Low $550K	$150M	267	13%
On Point CRNA	Low $550K	$100M	183	10%
Kuhn Wealth Management Inc.	Low $550K	$150M	276	16%
ELLIS Financial Planning	Low $550K	$180M	330	13%
Flourish Financial Planning	Low $550K	$33M	60	22%
Global Financial Planning Group, LLC	Low $550K	$120M	227	24%
R2 Wealth Management Partners	Low $550K	$240M	430	7%
Watch Guard Capital LLC	Low $550K	$81M	147	14%
Apple & Associates	Low $550K	$130M	239	17%
ButlerJeffrey, LLC	Low $550K	$28M	51	0%
Almega Wealth Management	Low $550K	$130M	243	22%
Sonnet, LLC	Low $550K	$150M	269	16%
B1 Financial	Low $550K	$40M	72	93%
Financial Design Group, LLC	Low $550K	$110M	203	14%
Wallick Investments, LLC	Low $550K	$160M	297	18%
PASNAU Investment Management, Inc.	Low $550K	$130M	233	11%
LifePlan Financial, LLC	Low $550K	$140M	255	25%
Portia Capital Management	Low $550K	$19M	34	24%
Marathon Retirement Planning	Low $550K	$64M	116	29%
Windle Wealth	Low $550K	$220M	388	18%
Josh Arnold Investment Consultant, LLC	Low $560K	$140M	256	20%
JEHM Wealth & Retirement, LLC	Low $560K	$64M	116	9%
WG Plan LLC	Low $560K	$5M	9	44%
Keystone Advisory Group	Low $560K	$68M	122	17%
Kessler Investment Group, LLC	Low $560K	$310M	558	13%
Greenport Financial Advisers Inc.	Low $560K	$72M	129	13%
Wacker & Associates, Inc.	Low $560K	$96M	172	23%
7th Harvest Investments	Low $560K	$63M	113	31%
Theory Planning Partners	Low $560K	$33M	59	8%
Peerless Wealth	Low $560K	$120M	219	36%
Sunrise Financial Services LLC	Low $560K	$150M	271	11%
Wellspring Advisors, Inc.	Low $560K	$150M	271	17%
Core Capital Management and Research Inc.	Low $560K	$140M	244	68%
Covato Capital Management, LLC	Low $560K	$16M	29	76%
Callahan Capital Management	Low $560K	$220M	389	16%
Atlantis Wealth Advisors LLC	Low $560K	$140M	248	10%
Kingsley Advisors, LLC	Low $560K	$65M	116	6%
Merino Wealth Management	Low $560K	$47M	83	13%
Mann Financial Group	Low $560K	$330M	585	17%
Lyons Capital Group	Low $560K	$160M	287	22%
Evergreen Wealth Partners LLC	Low $560K	$400M	708	17%
G & R Financial Solutions LLC	Low $560K	$72M	128	23%
Braeburn Wealth Management, LLC	Low $560K	$250M	441	8%
AKPRIDE Financial Services	Low $560K	$25M	44	20%
Redfish Capital	Low $560K	$95M	168	29%
Forecast Capital Management	Low $560K	$110M	191	16%
Dorval & Chorne Financial Advisors	Low $560K	$370M	663	14%
Fencl Advisory Services, LLC	Low $560K	$100M	180	40%
Ecos Wealth Advisors	Low $560K	$84M	149	19%
Powers Advisory Group, LLC	Low $570K	$330M	575	22%
Pathways Wealth Management, Inc.	Low $570K	$270M	484	15%
Gunderson Capital Management	Low $570K	$390M	694	15%
Nottingham Wealth Partners, Inc.	Low $570K	$80M	142	11%
Opulus	Low $570K	$100M	185	21%
Peterson Financial Group, Inc.	Low $570K	$290M	516	12%
Horizons Planning Corporation	Low $570K	$82M	144	3%
Guide Rock Capital Management, Inc.	Low $570K	$40M	71	30%
RD Lewis Wealth Management	Low $570K	$260M	451	27%
Cornerstone Advisors	Low $570K	$260M	464	22%
Envision Retirement LLC	Low $570K	$95M	166	16%
Sterling Growth Investments, LLC	Low $570K	$5.7M	10	0%
Inland Financial Planning	Low $570K	$41M	72	13%
Rothman Investment Management, LLC	Low $570K	$75M	131	25%
Prato Capital Management	Low $570K	$160M	273	12%
Capital Asset Advisors LLC.	Low $570K	$42M	74	55%
Eubank, Hutson & Associates, LLC	Low $570K	$140M	241	20%
Financial Economics Consulting Group, Inc.	Low $570K	$82M	144	23%
O'Donnell Wealth Management	Low $570K	$120M	208	46%
Northern Monarch Capital LLC	Low $570K	$41M	71	23%
Tenet Wealth Partners, LLC	Low $570K	$220M	379	9%
Presidio Wealth Management	Low $570K	$220M	379	15%
Irving Planning & Investments, Ltd.	Low $570K	$72M	126	13%
Quality Financial Concepts	Low $580K	$120M	206	13%
White McGowan	Low $580K	$75M	130	11%
Arkagos Advisors & Asset Management, Inc.	Low $580K	$65M	112	50%
Advize Wealth Management	Low $580K	$67M	116	17%
Mascagni Wealth Management, Inc.	Low $580K	$410M	711	16%
Janus Financial Planning, LLC	Low $580K	$13M	23	30%
Complete Investment Advisory, LLC	Low $580K	$110M	189	16%
Custom Wealth Solutions	Low $580K	$26M	45	0%
Larson Financial Advisors	Low $580K	$89M	154	25%
Virji Investments, Inc.	Low $580K	$34M	58	12%
ILG Private Wealth, Inc.	Low $580K	$83M	143	10%
Wealthbuilders Investments	Low $580K	$150M	267	29%
Zizzi Investments	Low $580K	$45M	78	27%
Clark Wealth Partners, LLC	Low $580K	$260M	444	14%
SFI Advisors, LLC	Low $580K	$180M	304	11%
Pinnacle Asset Management Group, Corporation (Inc.)	Low $580K	$130M	233	26%
Incompass Financial Partners, LLC	Low $580K	$190M	325	24%
Plan2Thrive Financial	Low $580K	$130M	222	11%
Aldebaran Financial Inc	Low $580K	$200M	350	12%
Centrus Financial Strategies	Low $580K	$110M	189	32%
Presidio Financial, LLC	Low $580K	$67M	115	17%
Encircle Financial Strategies	Low $580K	$140M	240	17%
Professional Asset Management, Inc	Low $580K	$12M	20	40%
Holcombe & Mcgrath	Low $580K	$160M	268	16%
Heritage Advisors Group, Inc.	Low $580K	$86M	148	22%
Stewardship Advisory Group, LLC	Low $580K	$310M	530	25%
Dove Investment Research and Management, Inc.	Low $580K	$100M	175	54%
Personal Money Planning, LLC	Low $580K	$130M	217	13%
International Private Wealth Advisors LLC	Low $580K	$220M	384	11%
Willamette Financial Advisors, LLC	Low $580K	$120M	201	16%
Lifecraft Wealth Management	Low $590K	$73M	124	24%
Joseph P. Lucia & Associates, LLC	Low $590K	$390M	662	15%
Cobblestone Asset Management	Low $590K	$250M	432	7%
Williams Financial Group	Low $590K	$340M	585	28%
Blue Haven Capital, LLC	Low $590K	$120M	205	19%
P.A. Schopen & Associates, LLC	Low $590K	$55M	93	18%
Pelican Advisory LLC	Low $590K	$110M	194	24%
White River Investments	Low $590K	$24M	40	20%
Acorn Capital Partners, LLC	Low $590K	$5.9M	10	100%
Elevate Planners	Low $590K	$26M	44	27%
Park Place Wealth Advisors, Inc	Low $590K	$81M	138	17%
One Life Financial Group, Inc.	Low $590K	$120M	200	32%
Cornerstone Financial	Low $590K	$120M	200	30%
Cypress Capital Management, LLC	Low $590K	$110M	185	21%
Right Brain Money	Low $590K	$57M	96	66%
Waystone Advisors LLC	Low $590K	$180M	303	15%
Evidence Advisors Investment Management	Low $590K	$52M	88	17%
Merryfield Barnes, LLC	Low $590K	$120M	200	20%
Fountain Financial Group, Inc.	Low $590K	$38M	64	9%
Guidance Capital, Inc.	Low $590K	$450M	756	14%
Inflection Advisors	Low $590K	$77M	130	22%
DBA Seaside Financial & Insurance Services	Low $590K	$81M	137	18%
Stirling Financial Group	Low $590K	$170M	288	34%
Blueprint Wealth Management Inc.	Low $590K	$190M	320	69%
Adirondack Financial Services Corp	Low $590K	$350M	596	23%
BCO Wealth Management, LLC	Low $590K	$310M	526	21%
Fuhrmann Capital	Low $590K	$61M	102	35%
Clemensen Capital Company LLC	Low $590K	$67M	112	32%
Cedar Spring Advisors, LLC	Low $590K	$170M	284	19%
Applied Capital	Low $600K	$160M	264	29%
Arena Wealth Management LLC	Low $600K	$80M	134	20%
Ryan Poage & Co.	Low $600K	$110M	191	13%
Gen Y Planning	Low $600K	$54M	90	12%
ViaQuest Advisors LLC	Low $600K	$170M	292	20%
Quest Wealth Solutions, Inc.	Low $600K	$210M	358	15%
Apex Fiduciary Advisors LLC	Low $600K	$48M	80	28%
Elevation Advisory Partners LLC	Low $600K	$230M	378	15%
Dorman Financial Management, P.A.	Low $600K	$160M	262	22%
Fischer Investment Strategies, LLC	Low $600K	$250M	418	21%
Pleasantdale Wealth Management, LLC	Low $600K	$110M	181	19%
Milborn Advisors, ltd	Low $600K	$110M	178	10%
Boyd Capital	Low $600K	$170M	281	27%
Hippocratic Financial Advisors	Low $600K	$230M	382	16%
APM Wealth	Low $600K	$47M	79	27%
Schwantes Financial, LLC	Low $600K	$50M	84	14%
ADG Wealth Management Group, LLC	Low $600K	$330M	555	27%
Arrow Wealth Advisors	Low $600K	$120M	197	22%
Stratacore Capital Management, LLC.	Low $600K	$66M	109	29%
Belonging Wealth Management	Low $600K	$11M	18	0%
Archer Wealth Advisors	Low $600K	$76M	127	13%
Babb Wealth Advisors LLC	Low $600K	$210M	347	23%
Ethos Capital Group, LLC	Low $600K	$77M	128	32%
Up North Financial, LLC	Low $600K	$200M	337	17%
Merkkuri Wealth Advisors LLC	Low $600K	$130M	209	14%
Cascade Investment Group, Inc.	Low $600K	$350M	580	13%
Apex Capital Management, L.L.C.	Low $600K	$200M	332	35%
Stangier Wealth Management	Low $600K	$300M	496	20%
Provident Living Financial Services	Low $600K	$150M	245	25%
Hickory Wealth Management, LLC	Low $610K	$130M	209	23%
Forsythe Wealth Management, Inc.	Low $610K	$71M	118	20%
Optima Capital Management	Low $610K	$130M	215	17%
Ortman Financial Planning	Low $610K	$63M	104	18%
Summit Wealth Management LLC	Low $610K	$120M	198	25%
Elevate Wealth Management	Low $610K	$160M	269	17%
Storms & Rowdon Financial Services, Inc.	Low $610K	$130M	222	11%
Figtree Financial Advisors, LLC	Low $610K	$32M	53	38%
Dachtler Wealth Advisors, LLC	Low $610K	$120M	198	32%

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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