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 %
Trendscast Financial LLC	Very Low $94K	$25M	267	4%
Strong Investment Management, LLC	Very Low $260K	$110M	401	16%
Adrian Day Asset Management	High $1.6M	$210M	134	51%
Chapman & Chapman Advisors LLC	Low $540K	$140M	268	1%
Chesapeake Financial Advisors	High $1.1M	$300M	268	34%
Financial Advisors Consortium, Inc.	Low $540K	$73M	134	16%
Holcombe & Mcgrath	Low $580K	$160M	268	16%
Prometheus Capital Management Corp.	High $1.5M	$400M	268	66%
Hardworking Capital Advisors, LLC	Typical $710K	$190M	269	20%
Momentum Wealth Management	Very Low $240K	$64M	269	6%
Sonnet, LLC	Low $550K	$150M	269	16%
Continuity Wealth Management, Corp.	Typical $770K	$210M	270	29%
Financial Solutions Associates	Low $640K	$170M	270	30%
Fonte Financial Advisors	High $1.2M	$160M	135	56%
Fortress Estate Solutions, PLLC	Very Low $370K	$51M	135	10%
WealthFD	Very Low $190K	$78M	406	3%
LDN Wealth, LLC	Very Low $0	$0	271	25%
TKG Wealth Advisers LLC	Very Low $360K	$98M	271	0%
Wellspring Advisors, Inc.	Low $560K	$150M	271	17%
Westmark Wealth Management	Very Low $240K	$130M	543	9%
Axiom Wealth Strategies, LLC	Low $450K	$120M	272	25%
Great River Financial	High $1.5M	$200M	136	41%
HYJC Capital of WNY	Very Low $300K	$82M	272	25%
Modern Asset Management LLC	Very Low $110K	$30M	272	0%
MRM Group	Very Low $310K	$42M	136	20%
ROI Financial	Typical $940K	$260M	272	29%
Wealth Advisors Group, LLC	Typical $1M	$280M	272	33%
Hansen & Associates Financial Group Inc.	Very Low $370K	$200M	545	11%
WWM Financial	Low $660K	$360M	545	19%
Brightwater Advisory, LLC	High $1.1M	$290M	273	47%
Pearl Wealth Group	Very Low $380K	$100M	273	8%
Prophet Wealth Management	Very Low $290K	$80M	274	11%
Dougherty Investment Advisors	Very Low $340K	$140M	412	92%
Derks Financial, LLC	Very Low $280K	$77M	275	15%
Regatta Research & Money Management L.L.C.	Very Low $380K	$210M	550	11%
AJ Advisors	Typical $950K	$390M	414	30%
Asset Protection Wealth Management LLC	—	—	138	0%
Fort Advisors Inc	Very Low $350K	$150M	414	11%
Haas Financial, Inc.	Typical $710K	$98M	138	22%
Stone Steps Financial, LLC	High $1.1M	$150M	138	38%
H. L. Ormond & Company, LLC	High $1.3M	$360M	277	35%
Kovalcik & Geraghty Wealth Partners LLP	High $1.1M	$300M	277	38%
Littlejohn Financial Services Inc	Very Low $290K	$160M	555	7%
Gilbert Capital Group	High $1.1M	$150M	139	24%
Hatfield Insurance & Financial Services, Inc.	Low $650K	$91M	139	13%
Marstone LLC	Very Low $14K	$2M	139	0%
Mediate Financial Investment Advisory Services, LLC	Very Low $220K	$94M	417	10%
SecurEstate	Very Low $380K	$110M	278	14%
Fischer Investment Strategies, LLC	Low $600K	$250M	418	21%
Faith Financial Advisors, Inc.	Very Low $350K	$97M	280	9%
John-Luke Financial, LLC	Very Low $320K	$90M	280	16%
Lebens Advisory Group LLC	Very Low $380K	$53M	140	14%
Libertas Wealth Management Group, Inc.	Low $520K	$150M	280	8%
Compass Financial Group	Very Low $220K	$92M	421	0%
Hergenroeder Financial Advisors, Inc.	Typical $720K	$300M	421	23%
Domestique Capital LLC	Very Low $360K	$100M	281	16%
Eliot Rose Wealth Management, LLC	High $1.3M	$190M	141	38%
Fingerlakes Wealth Management, Inc.	Low $490K	$280M	564	15%
McCulley Financial Group, LLC	Typical $720K	$100M	141	16%
Summit Wealth Group, LLC	Low $650K	$180M	282	20%
KG Capital Management, LLC	Low $430K	$180M	424	23%
Greystone Financial Group, LLC	Typical $840K	$480M	566	26%
Center for Asset Management, LLC	Typical $900K	$250M	284	30%
Phillips Wealth Management LLC	Very Low $310K	$89M	284	6%
The Pitti Group Wealth Management, LLC	Low $520K	$290M	568	13%
Tumwater Wealth Management, LLC	High $1.1M	$320M	284	40%
Big Investment Services	Low $620K	$350M	569	15%
Callahan Wealth Advisory	High $1.2M	$350M	285	35%
Gibco Capital Advisors	Very Low $290K	$83M	285	21%
Mariaca Wealth Management, LLC	Typical $790K	$230M	285	17%
The Premier Advisory Group, LLC	—	—	570	0%
True Blue Financial, LLC	Low $470K	$270M	570	43%
Waypoints Financial	Very Low $360K	$160M	428	7%
Avail Investment Partners, LLC	High $1.3M	$180M	143	40%
DFG Wealth Management, LLC	Low $450K	$65M	143	4%
Financial Forum, Inc.	Low $500K	$290M	572	13%
Needham Advisory Corporation	Low $640K	$91M	143	22%
Next Level Wealth Planning, LLC	Low $560K	$320M	572	15%
Roosevelt Advisors LLC	Very Low $69K	$20M	286	0%
Sky Alpha Asset Advisors	Low $540K	$150M	286	67%
R2 Wealth Management Partners	Low $550K	$240M	430	7%
Wolfgang Capital	Very Low $300K	$130M	430	13%
Finish Well RIA LLC	Very Low $340K	$99M	287	8%
Jeffery C. Welch and Associates, Inc.	Very Low $97K	$28M	287	3%
Lyons Capital Group	Low $560K	$160M	287	22%
NRI Wealth Management, LLC	High $1.1M	$300M	287	64%
Candace Shira Associates, LLC	Typical $1M	$440M	431	39%
Wood Tarver Financial	Typical $800K	$460M	575	26%
Athena Wealth Management, LLC	High $1.2M	$170M	144	42%
Boulder Investment Group	Low $490K	$71M	144	24%
Halcyon Global Advisors	High $1.4M	$200M	144	36%
Stirling Financial Group	Low $590K	$170M	288	34%
Prosperity Advisers, LLC	High $1.3M	$380M	289	41%
Vivid Wealth Management, LLC	Low $670K	$290M	434	21%
Five Corners Financial Services	Typical $1M	$290M	290	33%
Eagle Capital Management, LLC	High $1.2M	$340M	291	30%
Wilkerson Advisory Group LLC	Low $560K	$330M	582	16%
Castle Financial & Retirement Planning Associates Inc	Typical $740K	$110M	146	23%
David P. Gilliam & Associates, Inc.	Very Low $400K	$180M	438	15%
Grove Street Fiduciary, LLC	High $1.4M	$410M	292	63%
Holland Financial Services, Inc.	Low $470K	$68M	146	17%
Secure Financial Management	Low $680K	$400M	584	20%
Thames Financial Management	Typical $1M	$300M	292	36%
Kachkovsky & Fisher, Inc.	Low $620K	$270M	439	28%
Portland Private Wealth Management, Inc.	Low $530K	$230M	439	14%
Hallett Advisors	Low $510K	$150M	293	17%
Peak Capital Management	Very Low $290K	$85M	293	8%
Wordhouse Wealth Coaching	—	—	293	0%
Braeburn Wealth Management, LLC	Low $560K	$250M	441	8%
Arrian Investments, Inc.	Low $510K	$220M	442	14%
Redstone Wealth Management, LLC	Very Low $320K	$190M	590	7%
Sound Financial Strategies Group, LLC	Very Low $220K	$130M	590	5%
The Perspective Group	Typical $760K	$220M	295	36%
Clark Wealth Partners, LLC	Low $580K	$260M	444	14%
Kane Financial	Very Low $250K	$74M	296	7%
Masus Financial Group, Ltd.	Low $640K	$190M	296	18%
Strategic Investment Management	Very Low $280K	$41M	148	5%
Atlas Wealth Partners LLC	Typical $720K	$210M	297	23%
Johnson Financial Advisors	Typical $1M	$300M	297	26%
Mercurio Wealth Advisors	Very Low $320K	$140M	446	3%
Harborfront Financial Group	Very Low $250K	$150M	596	27%
Flagship Private Wealth	Typical $730K	$430M	597	45%
Asset Solutions, Inc.	Very Low $330K	$98M	300	7%
Hofer & Associates Wealth Management	Typical $720K	$220M	300	18%
Kaizen Wealth Management, LLC	—	—	450	0%
Live Oak Wealth Management, LLC	Very Low $130K	$57M	450	22%
Money Methods, Inc.	Very Low $0	$0	300	2%
Moore Financial Strategies, LLC	—	—	300	0%
P/E Capital Investments	Very Low $67K	$10M	150	17%
Smith Securities LLC	Very Low $0	$2	450	0%
Secured Retirement Advisors, LLC	Low $420K	$260M	602	11%
Capstone Pacific Investment Strategies	Very Low $150K	$47M	302	7%
Entruity Wealth, LLC	Low $540K	$160M	302	24%
Tevis Investment Management, LLC	High $1.5M	$230M	151	36%
AGP Franklin, LLC	Low $540K	$250M	456	19%
Blue Waters Advisory Group, LLC	Low $530K	$81M	152	51%
Craig Duvarney, Cfp	Very High $2.4M	$370M	152	79%
M.K. Brown Wealth Advisory	High $1.1M	$170M	152	28%
iTrust Asset Management, LLC	Very Low $410K	$190M	457	11%
Canterbury Capital Wealth Management, LLC	Low $420K	$130M	305	18%
The Clark Group Asset Management	Typical $740K	$340M	458	38%
Baron Financial Group LLC	High $1.2M	$360M	306	35%
Nardis Advisors LLC	High $1.1M	$170M	153	52%
Stage 2 Planning Partners LLC	Very Low $340K	$100M	306	8%
Cosner Financial Group, LLC	Low $490K	$300M	614	21%
Evans Investment Advisors, L.L.C.	Typical $770K	$360M	461	61%
Invenio Wealth Partners, LLC	High $1.1M	$330M	308	76%
J.E. Simmons & Co., P.C.	Very Low $330K	$100M	308	8%
Larson Financial Advisors	Low $580K	$89M	154	25%
First Nebraska Financial Services	Typical $940K	$430M	463	18%
Kellett Wealth Advisors, LLC	Low $680K	$320M	465	11%
Mobile Bay Wealth Management, LLC	Very Low $220K	$69M	310	0%
Red Cedar	Very Low $260K	$41M	155	5%
Redwood Financial Planning, LLC	Low $620K	$390M	621	5%
Gineris Wealth Management	Very Low $280K	$89M	312	10%
HG Tailored Financial Services	Very Low $250K	$79M	312	6%
Phillips Wealth Planners LLC	High $1.1M	$330M	312	37%
Brook Capital	Low $450K	$280M	626	11%
Olde Wealth Management, LLC	High $1.2M	$370M	313	28%
Luedtke & Associates	Low $470K	$220M	470	12%
Orion Investment Co	Typical $690K	$430M	627	56%
Blong Financial	Low $640K	$200M	314	17%
Ceera Investments, LLC	High $1.7M	$260M	157	64%
Broadway Advisor Group	Low $640K	$200M	315	23%
Moulton Wealth Management, Inc	Very Low $330K	$160M	477	11%
Timepiece Financial Planning, Inc.	Low $460K	$74M	159	0%
Brighter Retirement Advisors LLC	Very Low $180K	$58M	319	3%
Riverland Wealth Management	Very Low $170K	$53M	319	8%
Sard Wealth Management Group, LLC	High $1.4M	$430M	319	49%
SharpePoint, LLC	Low $440K	$210M	479	13%
Paladino Wealth	Typical $900K	$140M	160	41%
Kleinfelder Capital, Inc.	Typical $770K	$370M	481	44%
Brendel Financial Advisors LLC	Typical $810K	$260M	321	23%
Beyond Your Hammock LLC	Typical $720K	$120M	161	30%
Burrus	Typical $750K	$240M	322	25%
Kanno Capital	Very Low $270K	$44M	161	25%
Phase III Advisory Services, LTD	Low $440K	$210M	483	14%
Pathways Wealth Management, Inc.	Low $570K	$270M	484	15%
Armada Advisors	Low $420K	$140M	323	14%
Spectrum Wealth Advisory Group, LLC	Low $650K	$420M	646	35%
Proper Wealth	Very Low $260K	$130M	485	46%
Second Half Financial Partners, LLC	Very Low $260K	$130M	485	9%
BWS Investment Management, LLC	Very Low $170K	$54M	324	1%
Snowball Wealth Management	Typical $850K	$140M	162	17%
ARK Advisors LLC	Low $540K	$170M	325	37%
Unified Wealth Management LLC	Low $460K	$150M	325	10%
Fellowship Financial Group	Very Low $340K	$170M	489	7%
Lakeshore Financial Planning Inc.	Typical $960K	$470M	491	30%
Tred Avon Family Wealth, LLC	High $1.2M	$390M	328	90%
Artesa Financial Group	Very Low $380K	$130M	329	19%
Shaker Financial Services	Typical $870K	$290M	329	31%
Paladin Financial	Very Low $400K	$200M	494	12%
William Madison Advisors, Inc.	Typical $980K	$480M	494	28%
Financial Strategies Group	Very Low $280K	$190M	659	9%
Asset Preservation Group Inc	Typical $970K	$320M	330	29%
M.Z. Kark & Associates, Inc.	Very High $2.2M	$370M	165	57%
Evermont Wealth	Low $670K	$330M	496	18%
Stangier Wealth Management	Low $600K	$300M	496	20%
Madden Advisory Services, Inc.	Typical $810K	$270M	331	37%
Pacific Capital Associates	Low $510K	$260M	497	83%
Dorval & Chorne Financial Advisors	Low $560K	$370M	663	14%
Berry Wealth Group	Typical $820K	$270M	332	25%
Financial Institution Services, LLC	Typical $780K	$260M	332	15%
Legacy Wealth Management Inc.	Very Low $380K	$250M	665	8%
Bell & Brown Wealth Advisors, LLC	Typical $960K	$480M	500	30%
The Nalls Sherbakoff Group, LLC	Low $670K	$340M	500	17%
Omniwealth Investments LLC	Very Low $260K	$44M	167	4%
Renaissance Advisors	Very Low $410K	$140M	334	7%
Investment Management & Planning LLC	Low $470K	$230M	503	62%
Quest 10 Wealth Builders, Inc.	Low $470K	$240M	503	22%
Tim Looney Investments, LLC	Typical $970K	$490M	504	24%
Wright Wealth Management Group	—	—	168	0%
Up North Financial, LLC	Low $600K	$200M	337	17%
Udine Wealth Management Inc.	Typical $810K	$270M	338	34%
Avant Capital, LLC	Low $510K	$170M	339	20%
J. L. Perkins Wealth Management, LLC	Low $420K	$140M	339	2%
Capasso Planning Partners LLC	Typical $760K	$260M	340	18%
Carswell Investments, LLC	Very High $1.7M	$290M	171	22%
Wealthplans, LLC	High $1.2M	$210M	171	41%
FSC Wealth Advisors, LLC	Very Low $130K	$91M	686	1%
First Financial Advisory Services Inc	Low $540K	$280M	516	15%
Peterson Financial Group, Inc.	Low $570K	$290M	516	12%
Cultivar Capital, Inc.	Typical $890K	$310M	345	41%
FMI	Very Low $340K	$240M	690	12%
Andersen Wealth Management	Very Low $140K	$95M	691	0%
APEX Investment Group	Very Low $390K	$200M	519	11%
Hall Capital Management Company, Inc.	Typical $730K	$380M	519	23%
Eaton Financial Group	Typical $910K	$310M	347	21%
Federal Hill Capital Management	Very Low $160K	$56M	347	12%
CPR Financial & Insurance Services, Inc.	Very Low $130K	$89M	696	2%
Antoine Williams & Associates Wealth Management, LLC	Typical $850K	$290M	349	19%
Premier Private Wealth Management, LLC	Very Low $180K	$130M	698	2%
Stride Investments, LLC	Very Low $380K	$200M	524	15%
Abound Financial	Typical $790K	$410M	525	26%
Fusion Capital, LLC	Typical $700K	$490M	700	17%
Premiere Wealth Advisors, LLC	Very Low $140K	$50M	350	43%
Sovereign Asset Management	Low $500K	$180M	350	19%
BCO Wealth Management, LLC	Low $590K	$310M	526	21%
IntelliVest Wealth Management	Very Low $150K	$54M	351	3%
Endurance Financial Planning, LLC	Very Low $140K	$100M	708	5%
Evergreen Wealth Partners LLC	Low $560K	$400M	708	17%
Financial Planning Center, LLP	—	—	354	0%
KRM Financial Planning & Wealth Management, LLC	High $1.2M	$210M	177	29%
Latour Asset Management LLC	—	—	710	0%
Crosby Advisory Group, LLC	Very Low $150K	$81M	533	2%
Presper Financial Architects, LLC	Low $670K	$360M	533	21%
Mascagni Wealth Management, Inc.	Low $580K	$410M	711	16%
M.C. Byrd Wealth Management, LLC	Low $430K	$230M	534	10%
Easley Investment Consultants, Inc.	Low $630K	$220M	357	15%
Family Dynasty Advisors LLC	Very Low $140K	$51M	357	50%
Saos Capital, LLC	Low $420K	$230M	536	15%
Weis Advisory	Very Low $320K	$230M	716	18%
Bard Associates Inc	Very High $2.2M	$400M	180	52%
HG Capital Advisors, LLC	Very Low $90K	$16M	180	0%
Wayfinding Financial, LLC	Typical $980K	$350M	361	26%
Kondo Wealth Advisors, Inc	Typical $990K	$360M	362	33%
Skyview Financial Group, LLC	Typical $790K	$290M	362	11%
Longevity Capital Management	Typical $780K	$140M	182	91%
Morey & Quinn Wealth Partners	Low $680K	$370M	548	7%
Crescent Hill Partners LLC	High $1.6M	$280M	183	17%
Miami Valley Portfolio Management Inc	Very Low $260K	$190M	732	12%
Plum Pointe Wealth Management	Low $560K	$100M	183	15%
Sweetwater Financial Advisors, LLC	Very Low $200K	$73M	368	10%
Wisdom Index Advisors	High $1.1M	$200M	184	41%
Retirement Advisors, Inc.	Typical $860K	$160M	185	44%
Rosecliff Capital Advisory LLC	Very Low $150K	$27M	185	85%
Peak Financial Consulting, Inc.	Very Low $360K	$130M	371	14%
Kessler Investment Group, LLC	Low $560K	$310M	558	13%
The Holland Group, Retirement Wealth Advisors, LLC	Very Low $380K	$280M	744	5%
Duncan Financial Management, Inc.	Very Low $68K	$25M	375	3%
Fiduciary Solutions LLC	Very Low $0	$0	563	14%
Branson Fowlkes & Co Inc	Very High $2.2M	$420M	188	67%
CND Financial	Typical $1M	$200M	188	39%
The Retirement Planning Company of New England, Inc.	Typical $700K	$390M	565	24%
Tuttle Wealth Partners LLC	Very Low $120K	$65M	565	6%
Modern Capital Concepts	Very Low $0	$0	189	15%
Ingram Advisory Services, LLC	Very Low $290K	$110M	380	6%
MN Wealth Advisors, LLC	Low $690K	$390M	571	20%
Cherry Creek Investment Advisors Inc	Typical $920K	$350M	381	24%
Ellija Capital Management, LLC	Very Low $150K	$57M	381	4%
Threadgill Financial, LLC	Typical $1M	$400M	381	38%
Financial Concepts Unlimited, Inc.	High $1.2M	$230M	191	36%
Washington Park Capital Management, LLC	Very High $1.9M	$360M	191	51%
Taylor Securities Services, Inc.	Very Low $300K	$230M	765	5%
Miller Financial Services LLC	Low $510K	$290M	574	12%
Ted Buchan & Company	High $1.1M	$410M	383	28%
Powers Advisory Group, LLC	Low $570K	$330M	575	22%
Meche and Associates LLC	Very Low $88K	$17M	192	0%
Auspicious Financial Planning, LLC	High $1.4M	$280M	193	44%
Spyrnal Financial Group	Very Low $370K	$140M	387	9%
Welch Investment Group, LLC	Low $640K	$250M	387	17%
Graystone Partners Wealth Management, LLC	Low $510K	$290M	581	27%
KPC Financial Solutions, LLC	Very Low $97K	$76M	775	0%
Hobbs Wealth Management	Typical $760K	$150M	194	34%
Leicht Financial Planning and Wealth Management	High $1.2M	$230M	194	44%
Windle Wealth	Low $550K	$220M	388	18%
MFG Private Wealth	Very Low $160K	$120M	777	17%
Interwest Investment Advisors, Inc	Very Low $150K	$60M	389	1%
Demeter Tactical Investments Corp.	Low $530K	$210M	390	2%
Fund Advisors of America Inc	Very Low $260K	$150M	585	5%
Prosperity Asset Management, LLC	Very Low $290K	$57M	195	8%
Schuchard Capital Management Inc	High $1.5M	$290M	195	48%
Wealthguard Advisors, Inc.	Low $430K	$170M	390	12%
Lester Financial Group, LLC	Low $510K	$400M	784	7%
Sanders & Scott, CHFC	Very Low $370K	$150M	392	8%
Stackhouse Enterprises	Very Low $140K	$28M	196	11%
Strategic Wealth Planning	High $1.1M	$210M	196	51%
Acute Investment Advisory	Very Low $300K	$240M	787	8%
Bullington Capital Management, LLC	Very Low $220K	$87M	394	5%
Aljen Asset Management LLC	Low $410K	$160M	397	23%
Bates Financial Advisors, Inc.	High $1.1M	$440M	397	33%
Adirondack Financial Services Corp	Low $590K	$350M	596	23%
Classic Financial	Typical $700K	$140M	199	22%
Lettin Wealth Management Group, Inc.	—	—	200	0%
Millennium Capital Advisors, LLC	High $1.1M	$210M	200	36%
Miller Financial Services, Inc.	Low $640K	$130M	200	0%
Arbor Capital Management Inc	Low $610K	$370M	601	27%
Virtus Financial Partners	Very Low $190K	$110M	602	18%
Kirtland Financial Management, Inc.	Very High $1.9M	$380M	201	46%
Underdog Wealth Management, LLC	Very Low $260K	$110M	402	13%
Fairhaven Financial Advisory Corporation	Low $450K	$360M	805	9%
C F Parks Inc	Low $480K	$97M	202	15%
Gabe Nelson Financial, Inc.	Low $450K	$91M	202	20%
RLB Financial	Very Low $290K	$170M	607	4%
Vision Wealth Advisors LLC	Very Low $58K	$12M	203	0%
Cortez Wealth Management	Very Low $230K	$47M	204	10%
Guernsey Financial, LLC	Very Low $0	$0	204	29%
Solomon API LLC	Very Low $280K	$170M	613	2%
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%
Bodnar Financial Advisors, Inc.	—	—	410	0%
Cornerstone Alternatives	Very Low $390K	$160M	410	100%
Edwards Financial services	Very Low $150K	$60M	410	76%
Granite Rose Wealth Alliance LLC	Very Low $140K	$28M	205	48%
Michels Family Financial, LLC	Typical $850K	$350M	410	16%
TRUFP	Low $510K	$420M	820	15%
4:8 Financial	Very Low $370K	$300M	821	8%
Financial Avengers, Inc.	Very High $2.4M	$490M	206	64%
Markin Asset Management, LP	Very Low $290K	$120M	412	68%
Borabond, LLC	Very Low $400	$83K	207	0%
Milagre Wealth Management, Inc.	Very Low $330K	$140M	414	7%
Vision Wealth Management, Inc.	Very Low $200K	$81M	416	9%
Capital Preservation Partners, Inc.	Low $530K	$220M	417	15%
Periope, LC	Very Low $280K	$180M	628	19%
Clay Northam Wealth Management	Typical $850K	$350M	420	26%
Summit Planning Group, Inc.	Low $520K	$110M	210	11%
RBA Wealth Management, LLC	Typical $1M	$430M	421	30%
A-Team Financial Investments	Very Low $92K	$39M	422	5%
The Chartist	Very Low $400K	$170M	426	0%
Ciovacco Capital Management	Typical $960K	$210M	214	69%
Peak Wealth Management, LLC	Typical $690K	$450M	643	19%
Copperline Wealth Management & Planning	Very Low $290K	$120M	430	28%
Fortune 45, LLC.	Very Low $360K	$230M	645	4%
Holistic Financial Partners, LLC	Low $520K	$440M	862	12%
Best Invest	Low $450K	$290M	651	12%
Hewell Financial Group, Inc.	High $1.5M	$320M	217	42%
Crown Point Wealth Advisors	Very Low $270K	$180M	653	19%
HFM INVESTMENT ADVISORS, Inc.	Very High $2.2M	$480M	218	58%
Reservoir Wealth Management	Very Low $390K	$170M	438	18%
Palouse Capital Management, Inc.	Low $450K	$400M	877	5%
X Advisors, LLC	Very Low $350K	$230M	659	8%
TFP Management, LLC	Low $410K	$270M	660	10%
Joseph P. Lucia & Associates, LLC	Low $590K	$390M	662	15%
Ark Wealth Advisors, LLC	Low $530K	$120M	221	22%
Intermountain Wealth Management, Inc.	Very Low $170K	$77M	446	4%
Kiker Wealth Management, LLC	Low $420K	$380M	894	9%
Wisco Investment Management LLC	Very Low $210K	$92M	448	33%
RD Lewis Wealth Management	Low $570K	$260M	451	27%
Members Advisory Group, LLC	Low $490K	$440M	906	14%
Peachtree Wealth Advisors, Inc	Typical $840K	$380M	453	38%
Standfast Asset Management, LLC	Low $430K	$99M	227	19%
Solano Wealth Advisors	Typical $700K	$320M	456	43%
Vista Advisor Group, LLC	Low $450K	$310M	686	12%
Trademark Financial Management, LLC	Low $640K	$290M	458	11%
Titletown Wealth Management, LLC	Very Low $320K	$150M	459	34%
Adaptation Financial Advisors Inc.	Very Low $340K	$230M	690	8%
HF Advisory Group, LLC	Typical $700K	$320M	460	22%
Metis Wealth Management & Planning LLC	Very Low $240K	$110M	461	7%
BG Wealth Advisory, LLC	—	—	462	0%
Piedmont Capital Management, LLC	Low $500K	$230M	464	13%
Safe Harbor Wealth Advisors, LLC	Very Low $360K	$170M	465	8%
PASNAU Investment Management, Inc.	Low $550K	$130M	233	11%
Catoctin Ridge Wealth Partner	Very Low $210K	$200M	933	1%
Crescent City Retirement Group	Very Low $140K	$130M	933	2%
Des Moines Investments, LLC	Very Low $350K	$250M	700	11%
Capital Wealth Investments	Typical $900K	$420M	469	23%
Rothwell Investment Advisors	Very Low $260K	$190M	707	19%
Werner Financial	Very Low $270K	$130M	472	18%
Pacific Financial Strategies, Inc.	Very Low $280K	$200M	713	16%
Challenger Wealth Management	Typical $1M	$250M	238	37%
Maynerich Financial	Very Low $260K	$120M	478	4%
Palmetto Private Wealth, LLC	Very Low $120K	$58M	478	0%
Bucket List Wealth Management, LLC	Low $460K	$220M	480	25%
Cornerstone Advisory	Very Low $100K	$25M	240	0%
Encircle Financial Strategies	Low $580K	$140M	240	17%
Baring Financial LLC	Low $440K	$210M	483	11%
Hammond Iles Wealth Advisors	Low $490K	$470M	971	13%
M3 Wealth Management	Very Low $330K	$160M	486	12%
Paragon Financial Services	Low $500K	$370M	729	41%
Calabasas Advisory Group, LLC	Low $510K	$250M	488	32%
NestEgg Wealth Advisors	Very Low $0	$0	244	8%
Old Forge Wealth Management, LLC	Very Low $400K	$98M	244	10%
Wabash Capital, Inc.	Very Low $190K	$92M	488	3%
Socha Financial Group, LLC	Low $590K	$430M	734	18%
Apollo Wealth Management	Very Low $45K	$22M	490	1%
Fike Advisors, LLC	Very Low $140K	$100M	735	2%
Fairchild Financial Advisors, Inc.	Low $520K	$130M	247	14%
TCM	Very Low $330K	$160M	495	19%
Guardian Financial, Inc.	Very Low $310K	$77M	248	4%
Walton Financial	Typical $720K	$180M	248	20%
Latko Wealth Management, Ltd.	Low $660K	$330M	499	29%
Altitude Wealth Management, LLC	Very Low $220K	$110M	502	4%
First Dallas Securities, Inc.	High $1.1M	$290M	253	39%
New Era Investments LLC	Very Low $39K	$29M	761	0%
Smartharvest Portfolios	High $1.4M	$350M	255	100%
Smith Asset Management Co., LLC	Very Low $360K	$280M	765	5%
The Gladowsky Group	Low $640K	$170M	256	26%
Capital and Planning, LLC	Very Low $370K	$190M	517	24%
Jones & Associates Premier Financial Solutions	Low $440K	$230M	521	10%
Tuve Investment Management, Inc.	Very Low $280K	$150M	523	11%
Rockdale Financial Services, Inc.	Very Low $220K	$59M	262	9%
Rolek Retirement Planning	Typical $910K	$240M	262	51%
Prevail Wealth Management	Typical $990K	$260M	264	33%
Boyd Capital	Very Low $200K	$110M	532	4%
CMG Capital Management Group, Inc.	Low $440K	$240M	536	12%
Texas Family Wealth, LLC	Very Low $240K	$260M	1,072	1%
Genesee Capital Advisors, LLC	Typical $740K	$400M	544	22%
Successful Money Strategies Inc	Typical $830K	$230M	273	26%
Wisniewski Wealth Management	Typical $970K	$270M	273	29%
Hawke Financial Group	Low $430K	$240M	551	6%
Sanchez Gaunt Capital Management, LLC	Very Low $340K	$290M	830	14%
Stokes Capital Advisors, LLC	High $1.6M	$450M	277	40%
Retirement Planning Specialists, Inc.	Low $670K	$370M	556	0%
Lockshield Partners, Inc.	Very Low $260K	$290M	1,113	5%
APS Investment Management Group	Very Low $350K	$200M	557	10%
Golden Years Financial, LLC	Very Low $140K	$40M	279	3%
Hendley & Co. Inc.	High $1.3M	$370M	281	41%
Gulfcoast Financial Services, Inc.	Very Low $270K	$77M	282	7%
Rhino Wealth Management	Very Low $280K	$80M	285	10%
Dovetail Wealth Management, LLC	Very Low $380K	$330M	857	37%
Immaculate Wealth Management, LLC	Very Low $240K	$140M	574	16%
Southwest Investment Advisors, Inc.	Very Low $330K	$380M	1,149	19%
INTELUS Advisory Group, LLC	Very Low $220K	$64M	290	14%
In Touch Financial Services	Very Low $250K	$72M	290	6%
Masterplan Retirement Consultants	—	—	290	0%
S&A Financial Services, Inc.	Very Low $300K	$350M	1,160	7%
Brian Low Financial Group, LLC	Very Low $270K	$240M	874	5%
RHM Capital Management, Inc.	Very Low $86K	$25M	292	7%
Mann Financial Group	Low $560K	$330M	585	17%

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