AUM per client for Supported firms serving clients in Texas

Supported firms active in Texas 3,537 firms

Very Low $160K-$410K

Low $410K-$690K

Typical $690K-$1.1M

High $1.1M-$1.7M

Very High $1.7M-$3.4M

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

Median: $850K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Founders Capital Management Inc	Very High $2M	$260M	130	52%
Meritis Wealth Management, Inc.	Very High $1.7M	$220M	130	52%
North Ridge	High $1.7M	$220M	130	54%
Wiser Advisor Group	Typical $870K	$110M	130	75%
Counterweight Private Wealth	Very High $2.4M	$210M	87	66%
Essential Investing	Low $460K	$40M	87	10%
Global Value Investment Corporation	High $1.1M	$190M	174	31%
Moler Capital Management	Very High $2.1M	$180M	87	51%
Nabity-Jensen Investment Management, Inc.	Very High $2.9M	$260M	87	48%
StratFI	High $1.3M	$110M	87	53%
W. Swartz & Co., LLC	Low $450K	$39M	87	45%
Clear Ridge Wealth Management, LLC	Very High $1.9M	$240M	131	55%
Dean Roland Russell, LLC	Very High $2M	$350M	175	79%
Providence Financial Advisors, LLC	High $1.1M	$180M	175	33%
Blue Monarch Financial Inc.	Very Low $200K	$8.9M	44	2%
Carroll Investors, Inc.	Very High $2.5M	$220M	88	55%
Dinergy	Very Low $330K	$29M	88	0%
Evidence Advisors Investment Management	Low $590K	$52M	88	17%
Family Financial	Very High $2.8M	$250M	88	59%
Freeman Wealth Management	High $1.2M	$52M	44	50%
Guide Financial Planning	Low $530K	$70M	132	20%
Invest Smart USA, Inc.	Low $510K	$45M	88	16%
Magnolia Private Wealth, LLC	High $1.5M	$270M	176	49%
Nexus Strategic Wealth	Low $640K	$56M	88	17%
Perspective Wealth Advisors	Typical $890K	$160M	176	30%
Sound Wealth LLC	Low $650K	$29M	44	23%
The Freyr Group	Low $490K	$65M	132	19%
Unconventional Investor, LLC	Very High $3.4M	$300M	88	58%
Unified Investment Management	Very High $1.7M	$150M	88	49%
Upper Left Wealth Management, LLC	Very High $1.8M	$160M	88	59%
Vesta Wealth Management, LLC	Very High $7.6M	$330M	44	86%
Tidal Creek Capital Advisors	Typical $700K	$120M	177	21%
Aventine Financial Group	High $1.1M	$150M	133	42%
Commerce Advisors, LLC	Very High $1.9M	$250M	133	44%
Financial Advisory Partners, LLC	Very High $2.3M	$300M	133	68%
Pogson & Matt Wealth Management Group	Low $680K	$90M	133	22%
Wittenberg Investments Inc.	Low $660K	$88M	133	20%
Bernard & Johnson Family Wealth Management	High $1.2M	$110M	89	34%
Cassia Capital Partners LLC	High $1.3M	$230M	178	46%
Eaglestrong Financial	Typical $890K	$79M	89	34%
Good Life Private Wealth, LLC	Low $500K	$44M	89	28%
Klopp Investment Management LLC	High $1.1M	$95M	89	19%
Marrick Wealth	Very High $2.4M	$210M	89	93%
Samara Capital	High $1.3M	$120M	89	24%
SummitPoint Capital Management	High $1.5M	$130M	89	46%
Waits Investments, LLC	Typical $880K	$78M	89	16%
Avrio Wealth PTE LTD	High $1.3M	$180M	134	100%
Dwp	High $1.1M	$150M	134	20%
Financial Design Studio, Inc.	Typical $780K	$110M	134	24%
Galaria Capital Management, LLC	Low $610K	$82M	134	15%
High Country Capital Management	Low $620K	$84M	134	19%
LGT Financial Advisors LLC	Very High $3.1M	$410M	134	47%
LFN Advisors Inc.	Very Low $130K	$24M	179	0%
46 Peaks Investment Advisory Group	Very High $2M	$270M	135	67%
Argo Wealth Advisory, LLC	Very High $2.5M	$230M	90	78%
Aspen Leaf Wealth Management, PBC	Typical $1M	$94M	90	29%
Aull & Monroe	High $1.6M	$290M	180	33%
Capital City Wealth Management, Inc.	Typical $960K	$130M	135	30%
CMA Financial Services	Very Low $150K	$13M	90	0%
Compass Capital Investments LLC	Very Low $100K	$13M	135	12%
Everest Private Wealth	Very High $4.6M	$410M	90	96%
EverythingHR Financial Services LLC	Very Low $260K	$23M	90	0%
Gen Y Planning	Low $600K	$54M	90	12%
J.S. Replogle & Associates LLC	Low $450K	$40M	90	0%
Keystone Wealth Advisors, LLC	Very Low $340K	$30M	90	12%
Midwestern Financial Group	High $1.3M	$170M	135	30%
Miller Global Investments, LLC	Very High $1.9M	$170M	90	53%
Money Management Concepts Inc.	High $1.3M	$120M	90	36%
Oder Investment Management, LLC	Very High $1.8M	$330M	180	40%
Pivot Point Advisors, LLC	High $1.6M	$140M	90	30%
Portus Wealth Advisors, LLC	High $1.5M	$200M	135	36%
Prentice Financial Planning, LLC	Low $540K	$97M	180	24%
PurposePath Capital, LLC	Low $470K	$63M	135	14%
RK Retirement Solutions LLC	Very Low $210K	$19M	90	0%
Sulzberger Capital Advisors, Inc.	High $1.3M	$120M	90	54%
Ethos Capital Management, Inc.	Typical $860K	$160M	181	53%
Macro Wealth Management, Inc.	Very Low $380K	$69M	181	35%
Strategic Wealth Management LLC	Low $440K	$79M	181	74%
Obrien Greene & Co Inc	Very High $2.4M	$330M	136	65%
RF&L Wealth Management, LLC	Very High $2.7M	$370M	136	57%
Wulff, Hansen & Co.	Typical $970K	$130M	136	48%
5 Stone Financial Group, LLC	Very Low $380K	$34M	91	12%
Alpha Fiduciary	Typical $790K	$72M	91	37%
Aspen Financial Management, Inc.	Very Low $210K	$19M	91	0%
Centurion Advisory Group, Inc	Typical $810K	$74M	91	26%
Collaborative Portfolio Management	Typical $830K	$150M	182	37%
McCauley Investment Advisory, LLC	Very Low $180K	$16M	91	1%
Merited Wealth, LLC	Typical $970K	$180M	182	28%
Stegent Equity Advisors Inc.	Very High $2.6M	$240M	91	69%
Sturman Wealth Advisors	High $1.3M	$120M	91	44%
Yukon Wealth Management, Inc.	Very High $5.1M	$470M	91	45%
Alpha & Omega	Very Low $290K	$40M	137	2%
Astra Wealth Partners	High $1.6M	$220M	137	43%
BLVD Private Wealth, LLC	High $1.6M	$220M	137	34%
Deane Retirement Strategies, Inc.	Very High $1.8M	$250M	137	60%
Defined Wealth Management, LLC	High $1.6M	$220M	137	32%
Investor Advisory Group	Typical $930K	$170M	183	30%
Accruent Wealth Advisors	High $1.4M	$200M	138	54%
Insight Investment Counsel	Very High $2.7M	$250M	92	64%
Investor Resources Inc	Very Low $370K	$34M	92	20%
MRP Capital Investments, LLC	High $1.4M	$190M	138	49%
NorthAvenue LLC	High $1.5M	$200M	138	51%
Peloton Capital Management	Very High $2M	$280M	138	100%
Prosperitage Wealth	Very Low $160K	$7.3M	46	11%
Revolution Capital, LLC	High $1.2M	$230M	184	51%
Shrier Associates, LLC	Low $450K	$62M	138	42%
SpraKer West Wealth Management, Inc	Very High $1.9M	$260M	138	59%
Ridgeline Private Wealth	Typical $930K	$170M	185	32%
Signet Investment Advisory Group, Inc.	Very High $2.1M	$380M	185	52%
AFS Investments	Very Low $390K	$55M	139	89%
JayKay Wealth Advisors, Inc.	High $1.2M	$170M	139	63%
Robbins Wealth Management	Very High $1.7M	$240M	139	44%
The Scott S. James Company	Typical $1M	$140M	139	61%
Abens Financial Services Inc	High $1.2M	$120M	93	44%
CEF Advisors	High $1.2M	$110M	93	54%
Chung Wu Investment Group, LLC	High $1.3M	$120M	93	71%
Clear Harbor Wealth Management	Typical $740K	$69M	93	20%
Financial Zen	High $1.6M	$150M	93	37%
Finarc Investments, Inc.	Very High $2M	$190M	93	56%
First Light Wealth Advisors, LLC	High $1.2M	$110M	93	29%
Gw Financial	High $1.4M	$130M	93	56%
Luxon Brown	Low $430K	$40M	93	10%
Oldfield Wealth Partners	High $1.2M	$110M	93	32%
P.A. Schopen & Associates, LLC	Low $590K	$55M	93	18%
St. Clair Financial	High $1.5M	$140M	93	41%
Thinking Big Financial	Typical $1M	$93M	93	35%
Three Sixty Wealth Management, LLC	Typical $1M	$190M	186	29%
Timonier	Very High $2.2M	$410M	186	54%
Unity Wealth Strategies	Very Low $86K	$8M	93	0%
Fireside Capital Advisors	High $1.6M	$230M	140	31%
Iron Horse Financial Services LLC	Very Low $360K	$50M	140	6%
RPM Capital Management, LLC	Low $510K	$72M	140	96%
Addington Financial Group LLC	Very High $2.2M	$210M	94	41%
Anselme Capital, Inc.	Low $690K	$65M	94	32%
Apogee Wealth Partners, LLC	Typical $950K	$89M	94	28%
Bridge Capital Consulting, LLC	Low $530K	$75M	141	21%
Convexity Wealth Management, LLC	Low $680K	$64M	94	26%
Drh Investments, Inc.	Very High $1.9M	$170M	94	87%
Fee-Only Financial Planning, L.C.	Very High $2.9M	$400M	141	66%
Greenfield Seitz Capital Management, LLC	Very High $1.9M	$360M	188	40%
Marin Wealth Advisors LLC	Low $690K	$64M	94	0%
Messina Wealth Management, LLC	Typical $750K	$70M	94	22%
Orser Capital Management LLC	Very High $2M	$290M	141	45%
Palisade Wealth Management	Typical $940K	$130M	141	32%
Retire Agile	Very High $2.3M	$430M	188	56%
Shaffer Capital	Typical $750K	$140M	188	16%
Signify Wealth LLC	Very High $3.2M	$300M	94	34%
Stone Pillars Wealth Management	High $1.3M	$59M	47	32%
TNT Asset Management, LLC	Typical $810K	$150M	188	35%
United Financial Planning Group LLC	Very High $1.8M	$350M	188	60%
Virtue Wealth Counsel, LLC	Very Low $200K	$28M	141	4%
Wakefield Asset Management, LLLP	Very High $1.7M	$320M	188	45%
White Sand Wealth Management	Typical $880K	$170M	188	29%
InTrack Investment Management, Inc.	High $1.3M	$240M	189	30%
Winslow Financial LLC	Low $520K	$98M	189	29%
Evergreen Wealth Advisors	Low $520K	$74M	142	6%
Meadowbrook Advisors	Very High $2.3M	$320M	142	57%
Pathfinder Advisory, Inc.	Typical $840K	$120M	142	33%
Silver Oak Wealth Advisors Services, LLC	Very High $2.1M	$300M	142	56%
All Terrain Financial Advisors	Very High $1.9M	$370M	190	52%
ARK Alliance Financial LLC	Typical $880K	$83M	95	40%
Community Financial Group, Inc.	Typical $950K	$90M	95	22%
DWP Investment Management, LLC	Typical $700K	$67M	95	28%
Friedenthal Financial, LLC	Typical $1M	$190M	190	36%
Highpass Asset Management LLC	Very High $2.3M	$220M	95	71%
Horizon Wealth Advisors	Very High $2.3M	$450M	190	49%
Kenora Financial, LLC	High $1.2M	$230M	190	37%
Linden Rose Investment LLC	Low $650K	$62M	95	33%
Northeastern Financial Consultants, Inc.	Typical $760K	$72M	95	34%
Point Nemo Capital, LLC	High $1.1M	$100M	95	86%
RMAS, Inc.	Typical $760K	$72M	95	36%
Rylander Richter	High $1.1M	$100M	95	49%
The Herbst Group, LLC	Typical $1M	$200M	190	24%
W Advisors LLC	Very High $2.6M	$240M	95	28%
Wealthgen Advisors, LLC	High $1.4M	$130M	95	31%
Fulcrum Wealth Advisors, LLC	High $1.5M	$210M	143	78%
MOR Wealth Management, LLC	Very High $2.7M	$390M	143	60%
Sacks & Associates, LLC	High $1.5M	$210M	143	46%
Sherman Wealth Management LLC	High $1.1M	$150M	143	29%
Watershed Private Wealth	Very High $2.9M	$410M	143	55%
Crescent Sterling Ltd.	Typical $960K	$180M	191	28%
Optimus Capital Advisors, LLC	Typical $1M	$200M	191	23%
Arbor Investment Management	Very High $1.7M	$160M	96	69%
Bayworth Capital	Low $460K	$88M	192	27%
Black Dog Financial Ltd.	Very Low $110K	$11M	96	0%
Gulf Coast Financial Advisors	Very Low $300K	$29M	96	22%
Harbor Advisory Corporation	Very High $3.3M	$480M	144	69%
Levin Funding Group LLC	Very High $3.9M	$190M	48	69%
Primeaumayer Financial	Low $510K	$49M	96	44%
Redemption Capital	Very High $2.3M	$220M	96	66%
Advocates Wealth Planning	Very High $2.3M	$450M	193	69%
Fort Vancouver Investment Management, LLC	High $1.2M	$240M	193	42%
Gibson Wealth Advisors, LLC	Typical $960K	$190M	193	34%
Bey-Douglas, LLC Investment Counsel	High $1.2M	$170M	145	87%
Insight Investment Advisers LLC	Low $490K	$72M	145	23%
Arsenal Capital Advisors LLC	Very High $2.7M	$270M	97	100%
Asset Management Financial Services Inc.	Typical $810K	$79M	97	38%
Atwob	High $1.1M	$100M	97	27%
Dudley Capital Management LLC	Very High $2.8M	$270M	97	62%
Medicus Wealth Planning, Inc.	Typical $820K	$160M	194	21%
Pebble Valley Wealth Management	High $1.3M	$130M	97	42%
RWC for Life	Very Low $310K	$30M	97	10%
The Sherrington Group	Typical $940K	$91M	97	42%
You First Financial LLC	Very Low $230K	$22M	97	4%
Heritage Capital, LLC	Typical $980K	$140M	146	47%
Lucien Stirling & Gray Advisory Group Inc	Typical $980K	$140M	146	34%
Roberts Wealth Advisors, LLC	Very High $2.8M	$410M	146	86%
Carey Wealth Management	Very High $2.2M	$210M	98	47%
Clear Point Advisors, Inc.	Very High $1.7M	$250M	147	56%
Gladwyn Financial Advisors, Inc.	Very High $1.7M	$170M	98	48%
Kipos Wealth	Typical $690K	$68M	98	36%
Marcus Capital, LLC	High $1.3M	$130M	98	43%
Nia Impact Capital	Very High $1.7M	$260M	147	52%
Noble Wealth Management P.B.C.	Very High $2M	$390M	196	60%
Silverlight Asset Management, LLC	High $1.3M	$63M	49	51%
Triumph Wealth Advisors, Inc.	Very Low $94K	$18M	196	0%
Wealth Financial Group West, Inc.	Very Low $220K	$22M	98	10%
Wealthrise Financial Planning, LLC	High $1.4M	$140M	98	57%
Cambridge Financial Advisors, LLC	Very Low $0	$0	197	22%
Divvi Wealth Management	Low $650K	$130M	197	21%
FC Wealth Solutions LLC	Low $620K	$92M	148	20%
Heritage Advisors Group, Inc.	Low $580K	$86M	148	22%
RCPlanners	Low $540K	$81M	148	12%
Asset Management Advisors, LLC	Very High $2.2M	$220M	99	40%
Capstone Capital Wealth Advisors	Very High $1.8M	$360M	198	46%
Crossover Capital	Very High $1.8M	$180M	99	65%
Hanke & Apolonio Wealth Advisors LLC	Very High $1.7M	$170M	99	47%
Harbor Asset Planning, Inc.	Very High $1.9M	$190M	99	75%
Holistic Finance LLC	Very Low $40K	$7.9M	198	1%
Legacy Consulting Group	Very High $1.8M	$360M	198	71%
OFC Wealth Management	Very High $1.8M	$180M	99	40%
T.M. Wealth Management	Very High $2.1M	$210M	99	67%
4Sight Advisors LLC	Very Low $85K	$13M	149	6%
Balanced Plan Financial Investment Advisors, Inc.	Very Low $330K	$49M	149	3%
Boyd Financial Strategies, Inc.	Typical $910K	$140M	149	28%
Ecos Wealth Advisors	Low $560K	$84M	149	19%
KDM Wealth Management Inc.	Typical $750K	$110M	149	25%
Lipscomb Investment Group, LLC	Low $520K	$77M	149	39%
Tax Favored Retirement	Very Low $280K	$41M	149	6%
Tepp Wealth Management	High $1.3M	$200M	149	35%
Ridgeline Wealth Advisors, LLC.	Typical $940K	$190M	199	36%
Santori & Peters	Very High $2.1M	$430M	199	36%
Allison Investment Management, LLC	High $1.6M	$160M	100	78%
Arbor Private Wealth, LLC	High $1.6M	$160M	100	48%
ASK Capital Investment Managers	Typical $980K	$98M	100	23%
Carnegie Wealth Management LLC	Low $430K	$65M	150	7%
D'Arcy Capital Management, LLC	Very High $2.1M	$210M	100	38%
Financial Empowerment LLC	High $1.3M	$130M	100	73%
Goodstein Wealth Management LLC	High $1.1M	$110M	100	46%
Increase Consultants LLC	Very Low $70K	$14M	200	0%
Sapphire Wealth Planning LLC	Very Low $120K	$12M	100	2%
Telos Wealth Advisors	Typical $750K	$75M	100	35%
Wealth Benefit Advisors, LLC	Very High $1.8M	$280M	150	41%
44 Wealth Management LLC	Very High $1.9M	$390M	201	68%
Armor Investment Advisors, LLC	Very High $1.8M	$350M	201	55%
Cox Capital Management LLC	High $1.7M	$340M	201	46%
Graham, Bordelon, Golson & Gilbert, Inc.	Very High $2.1M	$420M	201	57%
Solutions 4 Wealth	Typical $920K	$190M	201	38%
Lee-Kelleher Wealth Management	High $1.5M	$230M	151	40%
Legacy Wealth Concepts	Low $430K	$65M	151	0%
Q2 Wealth Management	Typical $820K	$120M	151	24%
Trailhead Planners, LLC	High $1.2M	$190M	151	28%
Prepared Retirement Institute LLC	High $1.2M	$290M	252	32%
ArborFi Advisors, LLC	High $1.4M	$150M	101	45%
Cardinal Retirement Planning, Inc.	Typical $940K	$95M	101	26%
Carroll Advisory Group	High $1.6M	$330M	202	46%
Elevation Wealth Partners LLC	Very High $2.1M	$210M	101	45%
Gateway Financial Advisors Texas, LLC	Very Low $340K	$35M	101	7%
Hegarty Advisors, LLC	Very High $1.7M	$170M	101	51%
Powers Investment Advisory Corporation	High $1.1M	$110M	101	35%
Stone Pine Financial Partners	High $1.3M	$260M	202	51%
Walsky Investment Management Inc	High $1.2M	$120M	101	40%
ACP Investment Management	Typical $700K	$110M	152	28%
Axia Wealth Management Inc	Typical $850K	$130M	152	48%
Conscious Capital	Low $450K	$68M	152	11%
Otto & Associates, Inc.	Very High $1.9M	$290M	152	50%
Watercolor Financial	High $1.5M	$230M	152	54%
Water Valley Investment Advisors, Inc.	Typical $910K	$140M	152	29%
KilterHowling LLC	High $1.4M	$280M	203	45%
Pinnacle Wealth Management Group, Inc.	High $1.2M	$240M	203	39%
ProAthlete Wealth Management LLC	Very High $2M	$400M	203	91%
Stage Wealth Management, Inc.	Low $470K	$96M	203	80%
Winter & Associates, Inc.	Typical $820K	$170M	203	21%
Ark Wealth Management	High $1.3M	$200M	153	34%
ButlerJeffrey, LLC	Low $550K	$28M	51	0%
Cornerstone Select Advisors, LLC	Low $660K	$130M	204	20%
Everwealth	Typical $800K	$82M	102	39%
Fuhrmann Capital	Low $590K	$61M	102	35%
Kinghorn Law \| Financial	—	—	153	17%
Modern Financial	Very Low $230K	$35M	153	6%
Rauch Advisory LLC	Very Low $290K	$44M	153	5%
Resilient Asset Management	High $1.3M	$65M	51	63%
TOR Wealth Advisors, LLC	High $1.3M	$65M	51	29%
Werlinich Asset Management, L.L.C.	Very High $3.2M	$160M	51	47%
V2 Financial Group, LLC	Very High $1.7M	$350M	205	58%
Schlegel Dunn LLC	Very High $1.8M	$280M	154	49%
Beckerman Wealth	High $1.4M	$290M	206	67%
Krusen Capital Management, LLC	High $1.2M	$120M	103	100%
Left Brain Wealth Management, LLC	High $1.6M	$320M	206	46%
RiverTree Advisors, LLC	Very High $1.8M	$180M	103	22%
Tower View Wealth Management LLC	High $1.5M	$300M	206	34%
Wilshire-Pennington Group, Inc.	Low $510K	$53M	103	82%
Personal Financial Advisors, Inc.	Low $520K	$80M	155	11%
Red Crane Wealth Management, LLC	Typical $950K	$150M	155	39%
Western Financial Corporation	Very High $1.7M	$270M	155	68%
Ehrlich Financial Group	High $1.2M	$250M	207	40%
Opinicus	High $1.1M	$230M	207	39%
Strategic Advisory Services, L.L.C.	Typical $890K	$180M	207	25%
Archer Pointe Wealth Management, LLC	Very High $1.7M	$180M	104	58%
Capital Research Advisors, LLC	Very Low $390K	$62M	156	4%
Delarme Wealth Management, Inc.	High $1.4M	$220M	156	56%
Donald W. Nicholson & Associates Ltd	High $1.1M	$170M	156	32%
Haynie Wealth Management LLC	Low $680K	$110M	156	22%
Helm Capital Management	Very High $7.7M	$400M	52	81%
Janus Financial	Low $650K	$34M	52	15%
Landing Financial Group, Inc.	—	—	156	0%
O'Donnell Wealth Management	Low $570K	$120M	208	46%
Ortman Financial Planning	Low $610K	$63M	104	18%
Paller Financial Services, Inc.	Typical $940K	$150M	156	28%
RMC Financial Advisors, LLC	Very Low $250K	$39M	156	6%
Rosman Asset Management, LLC	Typical $750K	$78M	104	15%
Valor Wealth Partners	Very Low $410K	$63M	156	29%
Aligne Wealth Advisors Investment Management (AWAIM)	Typical $1M	$210M	209	50%
Signature Financial Advisors	Very Low $330K	$68M	209	16%
Balanced Rock Investment Advisors	Typical $920K	$190M	210	38%
Bazis Private Wealth, LLC	High $1.1M	$230M	210	40%
Berg Faircloth Investment Advisors	Very Low $310K	$32M	105	8%
Brexton Family Financial, LLC	Typical $760K	$79M	105	51%
Green & Deckert LLC	High $1.2M	$130M	105	25%
Gunder Wealth Management, LLC	High $1.2M	$130M	105	76%
Jason Howell Company	Low $610K	$64M	105	14%
Pillar Financial Advisors, LLC	Very High $1.7M	$360M	210	28%
Sonas Financial Group, Inc.	High $1.3M	$140M	105	43%
Toptier Wealth Management	High $1.7M	$170M	105	50%
Weiss Financial Group LLC	Typical $780K	$81M	105	30%
Bison Investment Advisors, LLC	Typical $920K	$150M	158	37%
Shrier Wealth Management, LLC	Very High $2.5M	$390M	158	69%
Sincerus Advisory	High $1.1M	$180M	158	28%
Strategic Financial Group, L.L.C.	Low $670K	$110M	158	15%
Mendel Money Management Inc.	High $1.5M	$310M	211	36%
Addis & Hill, Incorporated	High $1.6M	$250M	159	46%
AFG Fiduciary Services	Typical $1M	$160M	159	71%
Ardent Capital Management, Inc.	Very High $2.8M	$300M	106	59%
Ataraxis Financial	Low $480K	$51M	106	8%
Birks Financial Corp.	Very High $1.8M	$290M	159	52%
Blue Water Capital Management, LLC	High $1.5M	$160M	106	55%
Burr Financial Services, LLC	Typical $870K	$140M	159	34%
Genesis Wealth Management, Inc.	Typical $810K	$86M	106	43%
Guerra Investment Advisors	Very Low $370K	$39M	106	14%
Lashley Wealth Management	High $1.4M	$75M	53	64%
North River Wealth Advisors	Low $620K	$66M	106	31%
Pacific Specialty Investment Group, LLC	High $1.1M	$110M	106	41%
R.J. Cloud Advisors & Company	High $1.1M	$170M	159	31%
The Planners Inc.	Very Low $320K	$34M	106	18%
Course Management Investment Advisors, LLC	Low $620K	$100M	160	19%
Trend Management, Inc.	Low $510K	$82M	160	25%
Based Capital Wealth LLC	Very Low $400K	$43M	107	53%
Fiduciary Tactical Strategies, Inc.	Very Low $130K	$13M	107	26%
Global Investment Solutions, LLC	Very Low $250K	$27M	107	21%
Networth Financial Services, LLC	High $1.2M	$130M	107	39%
Rgb Capital Group	Typical $790K	$84M	107	44%
Yanni & Associates Investment Advisors, LLC	High $1.6M	$170M	107	43%
CBG & Company, Inc.	High $1.3M	$210M	161	71%
Intentional Wealth Strategies	Typical $1M	$160M	161	32%
McDonald Capital Management	Very High $1.7M	$280M	161	48%
Optima Capital Management	Low $610K	$130M	215	17%
Chisholm Wealth Management	Low $650K	$70M	108	14%
DCJ Global Wealth Management	Low $470K	$51M	108	23%
Essex Private Wealth Management LLC	High $1.5M	$330M	216	44%
FPC Investment Advisory, Inc.	Very High $2.3M	$360M	162	57%
Kevin M. Gibney and Company, LLC	Very High $2.8M	$300M	108	49%
Mark Gillam Enterprises	Very High $1.8M	$200M	108	36%
Millennial Wealth Management, LLC	Very Low $330K	$36M	108	44%
Monticello Financial Advisors	Very Low $26K	$2.8M	79	10%
Pacific Value, LLC	Typical $960K	$160M	162	32%
Podell Financial Group LLC	Typical $880K	$190M	216	15%
Purtill Financial LLC	High $1.3M	$210M	162	47%
Redwood Money	Typical $810K	$87M	108	31%
The Broughton Investment Group, Inc.	Very Low $360K	$20M	54	0%
Vigil Wealth Management, LLC	Typical $880K	$140M	162	45%
RetireMitten Financial LLC	Typical $990K	$210M	217	36%
River's Edge	Typical $700K	$150M	217	26%
Bannerman Wealth	High $1.1M	$170M	163	39%
Craftwork Capital LLC	Low $620K	$100M	163	18%
Trust Investment Advisors	High $1.4M	$220M	163	27%
American Wealth Advisors, LLC	High $1.1M	$120M	109	40%
Calamita Wealth Management	High $1.2M	$130M	109	38%
Costello Financial Planning, Inc.	Very High $1.8M	$190M	109	37%
Green Peaks Planning	Low $420K	$46M	109	8%
Heritage Wealth Management	High $1.6M	$360M	218	51%
HK Private Client, LLC	Typical $810K	$88M	109	57%
Stratacore Capital Management, LLC.	Low $600K	$66M	109	29%
Vericrest Private Wealth, LLC	High $1.2M	$130M	109	34%
Waterford Capital Investment Advisory Services LLC	Very High $2M	$220M	109	25%
Professional Financial Management, Inc.	Typical $700K	$120M	164	23%
Spark Financial Advisors	Typical $900K	$150M	164	27%
Assetgrade, LLC	Very High $2M	$330M	165	56%
Coastal Wealth Advisors, LLC	Typical $850K	$94M	110	24%
Cross Border Financial Planning USA LLC	Typical $880K	$150M	165	38%
Eagle Bluffs Wealth Management LLC	Very High $1.7M	$280M	165	46%
Evansbrook Capital Management	Very High $2.1M	$230M	110	61%
FRAZEE Investment Consulting, Inc.	Very High $1.7M	$190M	110	46%
Orchard City Wealth Management, LLC	Very High $2.1M	$110M	55	71%
Silvia McColl Wealth Management, LLC	Very High $2.5M	$270M	110	54%
Stonekeep Investments, LLC	High $1.2M	$130M	110	21%
Tenzing Financial LLC	High $1.3M	$220M	165	44%
Trinity Wealth Management, LLC	High $1.4M	$310M	220	52%
Woodside Wealth Management	Very High $2.4M	$270M	110	80%
Kropog FInancial Group, LLC	Low $680K	$150M	221	23%
ChappelWood Financial Services	Low $680K	$110M	166	11%
Envision Retirement LLC	Low $570K	$95M	166	16%
Randall & Associates Wealth Management	Typical $1M	$170M	166	28%
R.O.I.	Low $540K	$89M	166	23%
Arbor Wealth Management, LLC	High $1.2M	$140M	111	40%
Arlen Capital, LLC	High $1.6M	$340M	222	37%
Avanti Wealth Management	Low $430K	$47M	111	22%
KANU Asset Management, LLC	Very Low $140K	$16M	111	8%
New Dimensions Wealth Management, L.L.C.	High $1.6M	$180M	111	65%
Orographic Financial Advisors	Very High $1.9M	$210M	111	44%
Outpost Advisors, LLC	Low $640K	$71M	111	0%
Portfolio Management, LLC	High $1.4M	$150M	111	59%
Steele Street Private Wealth Management	High $1.6M	$180M	111	54%
Hwa Financial Group	High $1.6M	$270M	167	37%
Rivertree Wealth	Typical $860K	$140M	167	34%
Advisor.Investments	High $1.2M	$200M	168	47%
Arkagos Advisors & Asset Management, Inc.	Low $580K	$65M	112	50%
Bedrock Investment Advisors	Very Low $220K	$50M	224	62%
Campbell Asset Management, LLC	Typical $830K	$140M	168	31%
Capital Area Planning Group	High $1.1M	$59M	56	88%
EFC Wealth Management Firm LLC	Very Low $340K	$57M	168	5%
Harbour Financial Resources, Ltd	High $1.6M	$180M	112	48%
Herr Capital Management LLC	Low $650K	$72M	112	32%
Konza Global Wealth Group	High $1.1M	$130M	112	29%
Poinciana Advisors Group, LLC	Very High $3.4M	$380M	112	68%
Rockbridge Asset Management, Llc	Very High $3M	$170M	56	79%
Schrum Private Wealth Management, LLC	High $1.1M	$180M	168	19%
Swan DFW Financial Solutions, LLC	Very Low $300K	$34M	112	0%
Wealth Management Solutions	Low $630K	$110M	168	24%
Brentview investment Management, LLC	Low $620K	$100M	169	100%
Harding Wealth, Inc.	High $1.3M	$210M	169	38%
Madson Wealth Advisors Inc.	High $1.2M	$210M	169	43%
PEB Capital Management LLC	Typical $1M	$170M	169	28%
Perennial Wealth Advisors, LLC	Low $470K	$80M	169	12%
Riverchase Wealth Management, LLC	High $1.5M	$250M	169	54%
B.E.S.T. Wealth Management LLC	Low $440K	$50M	113	12%
Heydorn Stone Capital Management LLC	High $1.2M	$140M	113	56%
Infinium Investment Advisors, LLC	High $1.2M	$150M	115	58%
Phil A. Younker & Associates, Ltd.	Typical $840K	$95M	113	23%
Ridgeback Capital Management	High $1.5M	$170M	113	64%
SS&H Financial Advisors, Inc.	Very High $4.1M	$460M	113	59%

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