AUM per client for Team firms serving clients in Illinois

Team firms active in Illinois 376 firms

Very Low $220K-$440K

Low $440K-$770K

Typical $770K-$1.2M

High $1.2M-$2M

Very High $2M-$4.9M

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

Median: $990K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Cohen Capital	—	$1.1B	1,457	—
Haese Financial Group Inc	—	—	—	—
M.Brown Financial Advisors	—	—	1	0%
Sun Global LLC	Very Low $420K	$4.6M	11	45%
Precise Investment Management, Inc.	Very High $4.7M	$190M	40	68%
Cynosure Portfolio Advisors LLC	Very Low $120K	$5.8M	48	0%
Barrington Asset Management, Inc.	High $1.2M	$52M	43	100%
Atlas	Very High $3.2M	$150M	47	15%
Doyenne Wealth Advisors	Very High $15M	$2B	132	98%
Q3 Advisors, LLC	—	—	224	0%
Eastgate Capital Advisors LLC	Very High $4.9M	$270M	55	56%
Regal Advisory Services, Inc.	Very Low $350K	$95M	269	17%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Rothschild Capital Partners	Very High $3.3M	$210M	64	89%
Najarian Family Office, LLC	Typical $1.1M	$76M	66	38%
Financial Transparency	High $1.3M	$300M	227	23%
Crescent Advisor Group, Inc.	Typical $940K	$210M	228	16%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
AtCap Partners, LLC	Low $490K	$170M	342	56%
AMC Wealth Management, LLC	Low $740K	$75M	101	0%
The Mosaic Financial Group, LLC	Very High $7.2M	$930M	130	100%
Neil Jesani Wealth Management	Very High $2.1M	$150M	74	100%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
Ministry Partners Securities, LLC	Very Low $100K	$15M	123	34%
Searle & Co.	Very High $5M	$630M	126	94%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
Manchester Capital Management LLC	Very High $11M	$2.2B	211	73%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
Greenstone Belt Wealth Advisors, LLC	Very High $3.1M	$260M	83	88%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Naples Global Advisors	Very High $6.8M	$1.9B	286	88%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
Expressive Wealth LLC	Typical $1M	$170M	165	22%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Capital Ideas	Very High $2.7M	$260M	96	52%
Vestech Asset Management Inc.	Very Low $360K	$100M	278	0%
LRI Investments	Very High $4M	$1.9B	477	45%
Blue Line Capital	Typical $860K	$100M	121	20%
1834 Investment Advisors Co.	Very High $2.8M	$1B	369	57%
Forefront	Very Low $420K	$240M	572	18%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
Brand Asset Management Group, Inc.	Very High $3.2M	$1.1B	355	25%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Illumination Wealth Management	Very High $2.3M	$460M	203	67%
Jackson, Grant Investment Advisers, Inc.	Very High $6.1M	$580M	94	91%
Strategic Asset Management LLC	Typical $930K	$220M	231	32%
Kera Capital Partners	Very High $3.8M	$1.2B	310	91%
Altman Advisors	Very High $2.6M	$480M	184	57%
Feltl Advisors	Very Low $390K	$160M	395	0%
Chapin Davis Asset Management	Typical $1.2M	$630M	543	4%
Signature Financial Services, Ltd	Low $710K	$240M	336	23%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
Operose Advisors LLC	Very High $3.6M	$1.5B	430	70%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Indivisible Partners	Very High $3M	$1.4B	460	58%
Guardian Wealth Management Inc.	Typical $1.2M	$170M	145	40%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Argos Wealth Advisors LLC	Very High $4.2M	$990M	234	19%
Sterling Wealth Management, Inc.	High $1.9M	$440M	234	56%
Pendulum Wealth Partners	Typical $1M	$280M	267	38%
Activ8 Family Office LLC	Very High $5.1M	$1.5B	299	50%
Mowery & Schoenfeld Wealth Management, LLC	Very High $2.9M	$520M	180	77%
Colliers Securities LLC	Very Low $340K	$270M	811	9%
American Investors Co	Low $730K	$550M	755	25%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
Entasis Asset Management LLC	Typical $1.2M	$180M	153	31%
Bluestem Financial Advisors, LLC	High $1.9M	$360M	185	81%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Dream Capital Advisors, LLC	Very High $22M	$700M	31	100%
Grey Fox Wealth Advisors, LLC	High $1.8M	$550M	311	38%
Model Wealth	High $2M	$320M	157	60%
Hamilton-Bates Investment Research, Inc.	Very Low $240K	$61M	253	43%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Arena Private Wealth	High $1.5M	$340M	223	71%
Alley Company	Very High $5.2M	$840M	161	78%
ISTO Advisors, LLC	Very High $2.9M	$1B	358	68%
The Dala Group, LLC	Typical $1M	$270M	262	27%
Zemenick & Walker Inc	Very High $9.5M	$2.5B	264	87%
Zenith Wealth Partners	Very Low $300K	$88M	298	10%
McBeath Financial Group	High $1.2M	$290M	236	41%
Weatherly Asset Management	Very High $4.4M	$1.6B	371	76%
ShankerValleau Wealth Advisors, Inc.	Very High $3.1M	$630M	203	64%
Capital Cities Investments	Low $600K	$290M	476	13%
E. A. Horwitz LLC	Low $760K	$260M	347	0%
Carmel Capital Partners, LLC	High $1.5M	$370M	247	38%
Vantage Point Financial, LLC	Typical $860K	$480M	566	27%
Feldman, Ingardona & Co	Very High $8.9M	$1.6B	177	100%
LFG Wealth Partners, LLC	Low $530K	$190M	360	25%
Koss-Olinger Consulting, LLC.	Very High $3.2M	$2.1B	650	58%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Keebeck Wealth Management	Very High $12M	$1.8B	147	100%
JIM Saulnier & Associates, LLC	High $1.6M	$290M	184	47%
Wellment Financial	Typical $770K	$310M	405	19%
Millington Financial Advisors, LLC	High $1.6M	$290M	187	22%
Copper Harbor Investment Advisors, LLC	Very High $3.3M	$750M	226	53%
Capital Resource Management, Inc.	Very High $15M	$560M	38	74%
Asset Strategies, Inc	Very Low $310K	$59M	191	0%
Verity Investment Partners	Very High $2.8M	$1.3B	459	58%
Wallington Asset Management	Very High $3.7M	$1.1B	306	64%
Nova Wealth Management, Inc.	Typical $920K	$250M	268	24%
Avalon Wealth Advisory, Inc.	—	—	230	0%
Severin Investments LLC	Low $600K	$140M	233	22%
Greenline Wealth Management	Very Low $410K	$96M	234	15%
Ellevest	Very High $2.3M	$1.1B	471	79%
Endowment Wealth Management, Inc.	Typical $1.1M	$500M	471	31%
Peachcap Tax & Advisory, LLC	Low $570K	$140M	237	25%
Leigh Baldwin & Co., LLC	Very Low $390K	$260M	676	10%
Oak Family Advisors, LLC	Very High $2.9M	$570M	200	64%
Parkside Investments, LLC	Very High $4.6M	$910M	200	75%
Wise Planning, Inc.	Very High $3M	$610M	203	71%
Universal Financial Advisors, LLC	Typical $850K	$280M	326	21%
Kingsbury Capital Investment Advisors LLC	Low $630K	$160M	245	24%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
Legacy Capital Wealth Partners, LLC	Very High $2.1M	$1.4B	660	46%
Union Capital Company	Very Low $360K	$150M	414	6%
Burling Wealth Partners	Very High $4M	$1B	250	73%
Fiduciary Financial Partners, LLC	High $1.3M	$280M	213	46%
Journey Advisory Group, LLC	High $1.9M	$1.6B	859	39%
One Wealth Capital Management, LLC	Typical $1.2M	$300M	259	51%
ATLATL Advisers	High $1.3M	$340M	260	39%
Invicta Financial Group	Typical $780K	$370M	477	38%
Dominion Portfolio Management, Inc.	Very Low $350K	$280M	782	3%
XXI Wealth, LLC	Very High $6.1M	$530M	87	93%
Financial Solutions Advisory Group	Very High $2.6M	$900M	350	100%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Coyle	Very High $2.4M	$1B	438	53%
Excalibur Management Corp	Very High $2.1M	$660M	307	43%
RiverFront Investment Group, LLC	Typical $890K	$1.1B	1,185	0%
Hunter Street Investment Advisors LLC	Low $470K	$170M	352	1%
Impact Investors	High $1.3M	$280M	220	24%
Forthright Capital	Very Low $110K	$110M	978	1%
Chicory Wealth	High $1.5M	$830M	539	42%
Sierra Summit Advisors LLC	Very High $5.3M	$710M	135	100%
Wheelhouse Advisory Group, LLC	Low $710K	$390M	548	22%
Virtus Financial Group	Low $520K	$120M	230	20%
4Wealth Advisors, Inc.	Very Low $410K	$210M	508	12%
Stansberry Asset Management, LLC	High $1.3M	$1.3B	975	59%
Amerant investments, Inc.	Very Low $410K	$410M	984	15%
Total Clarity Wealth Management, Inc	Low $730K	$750M	1,032	25%
Walkner Condon Financial Advisors LLC	High $1.3M	$1B	799	41%
AZA Capital Management	Typical $930K	$310M	331	32%
Midwest Professional Planners, Ltd.	Typical $880K	$630M	710	37%
River Street Advisors, LLC	Typical $1.1M	$510M	477	29%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Fountainhead Financial, LLC	Very High $5.6M	$540M	96	85%
MariPau Wealth Management LLC	Very Low $340K	$360M	1,064	6%
Archford Capital Strategies, LLC	High $1.5M	$1.2B	774	36%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
Fort Sheridan Advisors LLC	Very High $2.5M	$960M	389	44%
Greenup Wealth	Typical $920K	$890M	973	30%
SJS Investment Services	Very High $2.4M	$2.1B	880	53%
Evernest Financial Advisors	Very High $3.1M	$910M	294	50%
Sound Financial, LLC	Typical $850K	$210M	248	27%
Vestor Capital, LLC	High $1.7M	$2.1B	1,197	49%
Beck Capital Management LLC	High $1.2M	$560M	449	43%
Trifecta Capital Advisors, LLC	Very High $6.1M	$920M	151	76%
Private Wealth Partners, LLC	Very High $7.2M	$1.8B	253	74%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
KEB Wealth Advisors	High $1.9M	$1.2B	662	52%
United Wealth Management, LLC	High $1.6M	$410M	257	58%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
Deerfield	Very High $3.7M	$1.1B	310	53%
Harvest investment Services, LLC	Very Low $410K	$620M	1,500	12%
Natural Investments	High $1.6M	$1.9B	1,242	22%
North Shore Private Asset Management, LLC	High $1.7M	$340M	208	62%
Bellwether Investment Group, LLC	Low $490K	$150M	313	13%
Ruggaard & Associates	Typical $1.1M	$350M	314	33%
Walser Wealth Management Company, A Limited Liability Company	Low $500K	$340M	685	13%
Baldwin Wealth Partners, LLC	Very High $2.9M	$2.1B	738	50%
Timothy Financial Counsel, Inc.	—	—	1,007	0%
Vermillion Financial Advisors, Inc.	High $1.4M	$360M	265	39%
Three Seasons Wealth	Very High $3.3M	$1.2B	372	37%
SAGE Private Wealth Group, LLC	Typical $890K	$430M	479	70%
Kuhn Capital Partners	Low $540K	$140M	267	50%
BOS Asset Management, LLC	Low $770K	$410M	538	23%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
Riverpoint Wealth Management	Very High $4.2M	$910M	216	69%
BCU Wealth Advisors, LLC	Low $750K	$650M	870	15%
Rodgers Brothers, Inc.	High $1.9M	$920M	495	46%
Sikich Financial	Typical $990K	$1.1B	1,124	18%
LCM Capital Management Inc.	Typical $780K	$350M	455	42%
DHJJ Financial Advisors	High $1.5M	$590M	399	54%
Leelyn Smith, LLC	Typical $1.1M	$850M	799	27%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
Capital Management Associates Inc	High $1.7M	$1.5B	877	36%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
SGL Financial, LLC	Low $470K	$410M	883	10%
Clearwater Capital Partners	High $1.4M	$1.3B	889	35%
Highland Investment Advisors LLC	Low $580K	$350M	593	10%
Lucas Group Financial Advisors, LLC	Typical $780K	$330M	416	18%
CRUX Wealth Advisors	Low $740K	$490M	656	18%
Embree Financial Group	High $1.6M	$1.3B	835	43%
Factor Wealth Management	Very High $3.3M	$780M	239	73%
Prentiss Smith & Company, Inc.	High $1.4M	$410M	300	3%
MBM Wealth Consultants, LLC	Low $750K	$450M	604	22%
Murphy & Sylvest	Typical $1M	$430M	427	36%
Geneva Partners, LLC	Low $750K	$410M	550	14%
Capstone Financial Advisors Inc	Very High $2.7M	$2.9B	1,068	35%
Arthur M.. Cohen & Associates LLC	Very High $5.9M	$1.1B	189	86%
Abundo Wealth	—	—	695	0%
S.A. Mason, LLC	High $1.9M	$490M	254	35%
Neumann Capital Management	Very High $3.3M	$630M	191	67%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Buttonwood Financial Advisors, Inc.	High $1.5M	$480M	321	47%
Falcon Wealth Planning, Inc.	Typical $1M	$1.5B	1,478	29%
Vertex Partners	High $1.2M	$1B	836	34%
Global Brokerage Services, Inc.	Very Low $360K	$140M	386	27%
Journey Financial Group, Inc.	Typical $1M	$330M	323	34%
Insight Folios	Very Low $270K	$330M	1,228	6%
Blueprint Financial Advisors	Low $500K	$930M	1,883	2%
RCM Wealth Advisors	Very Low $260K	$210M	797	19%
Maridea Wealth Management	Low $610K	$930M	1,530	47%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
Klaas Financial Asset Advisors, LLC.	Low $750K	$760M	1,015	20%
Nadler Financial Group, Inc.	High $2M	$2B	1,026	43%
Hunter Capital Management	High $1.5M	$750M	485	100%
Matrix Private Capital Group	Very High $2.2M	$450M	208	60%
Paradigm Wealth Management, LLC	High $1.3M	$550M	416	41%
RAI Wealth	Typical $1.1M	$450M	418	33%
FEFA Financial	Very Low $260K	$430M	1,679	2%
T2 Asset Management, LLC	Very Low $320K	$180M	560	2%
Rothschild Investment	Very High $2.2M	$2.6B	1,191	44%
Vista Investment Partners	Low $760K	$380M	491	19%
Riverbend Capital Advisors, LLC	Very High $4.6M	$960M	211	100%
Pension & Wealth Management Advisors	Typical $920K	$460M	493	21%
MIRAMAR CAPITAL	Very High $3M	$420M	141	73%
Centric Wealth Management, LLC	High $1.3M	$760M	568	22%
Richmark Private Wealth Management	Very Low $140K	$51M	356	2%
Plan Group Financial, INC.	Low $570K	$690M	1,221	12%
Walled Lake Planning & Wealth Management, LLC	High $2M	$730M	364	12%
MPM Wealth Advisors	Typical $900K	$980M	1,094	31%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Mountain Capital Investment Advisors Inc	Typical $780K	$930M	1,191	26%
Wealth Effects	Typical $790K	$470M	596	17%
Roberts, Glore & Co.	High $1.9M	$730M	383	49%
Strive Financial Group, LLC	Very Low $310K	$240M	769	14%
CHJ Wealth Management	High $1.9M	$600M	309	40%
Strong Retirement Solutions	Very Low $400K	$160M	388	14%
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Very Low $380K	$210M	544	13%
Apollon Financial, LLC	Typical $1.2M	$1.4B	1,256	34%
Century Management Financial Advisors	Typical $790K	$560M	707	19%
Bridgewater Asset Management LLC	Typical $860K	$340M	396	42%
SWS Advisors, inc.	Very Low $110K	$60M	560	0%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Pekin Hardy Strauss, Inc.	Very High $2M	$1.5B	725	48%
Invest Capital Partners	Very Low $390K	$250M	647	14%
Hemsley Advisors, Ltd.	High $1.9M	$630M	324	39%
LEGACY FINANCIAL Advisors, INC.	High $1.4M	$1.5B	1,061	45%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Studio Investment Management	Very High $2.1M	$700M	329	55%
Essex LLC	Typical $1.1M	$610M	576	28%
Creative Money LLC	Very Low $0	$0	413	0%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Washington Avenue Advisors	Low $460K	$300M	662	13%
TFB Advisors, LLC	Low $600K	$800M	1,326	13%
Urban Financial Advisory Corporation	Very High $4.9M	$1.2B	250	65%
RVW Wealth LLC	High $1.4M	$1.2B	834	3%
LifeTyme Financial Advisors, LLC	—	—	502	0%
Quad-Cities Investment Group, LLC	Low $600K	$360M	593	23%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Navalign, LLC	Typical $980K	$670M	680	35%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Cura Wealth Advisors, LLC	Very High $3.1M	$530M	172	68%
Serenity Investment Advisors	Low $590K	$260M	430	15%
Tactive Advisors, LLC	Very Low $210K	$340M	1,564	3%
Blakeslee & Blakeslee Financial Advisers Inc.	Low $480K	$380M	797	15%
Convergence Financial	Very Low $330K	$880M	2,665	24%
RDA Financial network	Low $440K	$670M	1,514	2%
FSB Premier Wealth Management, Inc.	Low $470K	$420M	894	13%
Cornerstone Securities LLC	Very Low $230K	$210M	900	10%
Managed Asset Portfolios, LLC	Low $560K	$910M	1,620	14%
O'Hagan Group, Inc.	High $1.4M	$1.2B	900	44%
Smith & Wyatt	Very Low $290K	$210M	724	5%
PR Wealth Management Group	Very Low $350K	$160M	456	8%
Skinner, Copper & Ehmen Wealth Management, LLC	Typical $1.1M	$630M	549	28%
Windsor Capital Management, LLC	High $1.4M	$620M	458	40%
Hilltop Wealth & Tax Solutions	Low $740K	$610M	829	23%
Ruedi Wealth Management, Inc.	Typical $1M	$460M	461	27%
NOVA FINANCIAL SERVICES	Low $640K	$470M	738	20%
Bentley Financial Group	Typical $840K	$390M	470	0%
Cora Capital Advisors	Typical $880K	$660M	752	33%
Truvestments Capital LLC	Low $490K	$640M	1,316	9%
Terril & Company	High $1.9M	$890M	471	45%
Cyr Financial Inc.	Very Low $380K	$180M	472	10%
The Yanker Group	Low $620K	$290M	472	44%
Mack Investment Securities, Inc.	Low $450K	$300M	661	43%
Unison	Very High $20M	$1.9B	95	60%
Evergreen Wealth	Typical $1.1M	$600M	573	24%
Lantz Financial LLC	High $1.5M	$990M	669	38%
Invicta Advisors LLC	Very Low $250K	$290M	1,152	3%
Pinnacle Financial Group LLC	High $1.7M	$670M	390	50%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Affiance Financial LLC	Typical $1.2M	$1.4B	1,178	30%
Moller Wealth Partners	Very High $2.6M	$760M	296	46%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
The Planning Center, Inc.	High $1.5M	$1.3B	895	36%
Hedeker Wealth LLC	Very High $2.9M	$580M	199	55%
Lake Street	High $1.7M	$1B	598	49%
Capital Investment Services of America Inc	Typical $1.2M	$1.1B	898	29%
Creekmur Asset Management, LLC	Very Low $420K	$790M	1,897	12%
PCG Wealth Management	Low $490K	$890M	1,819	13%
Calder Financial Group	Very Low $350K	$180M	511	9%
Inspirion Wealth Advisors, LLC	High $1.5M	$1.4B	920	47%
TSFG, LLC	Low $740K	$1B	1,337	24%
Rosemeyer Management Group	Low $750K	$860M	1,154	21%
CarsonAllaria Wealth Management, LTD.	Typical $900K	$570M	631	27%
Wealthspan Partners, LLC	Typical $860K	$450M	526	42%
Wealthquest Corporation	High $1.4M	$2.2B	1,583	36%
Cozad Asset Management Inc	Typical $1.2M	$2.5B	2,116	44%
Zuckerman Investment Group	Very High $4.8M	$2.1B	425	63%
First Financial Coaching, Inc.	Very Low $440K	$660M	1,500	12%
Chicago Investment Advisory Group	Very Low $350K	$270M	751	7%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
SLP Wealth	Very Low $38K	$64M	1,657	1%
Markowski Investments	Very Low $370K	$450M	1,227	10%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Sequoia Wealth Management, LLC	Very Low $370K	$600M	1,640	6%
CapWealth Advisors, LLC	High $1.4M	$2B	1,407	26%
Quad City Investment Center	Low $530K	$370M	708	36%
United Advisors America	Very Low $160K	$450M	2,809	2%
FYRA Capital Management	Low $590K	$500M	858	15%
Providence Wealth Advisors, LLC	Typical $1M	$650M	617	0%
Alexander Investment Services Co.	Very Low $390K	$480M	1,240	10%
Schamberger, Greylak & Utterback Wealth Management, LLC	Very Low $370K	$230M	622	30%
Jay A. Fishman, Ltd	Very High $2.2M	$1.1B	501	49%
Slagle Financial, LLC	Very Low $270K	$410M	1,510	3%
Paulson Wealth Management Inc.	High $1.5M	$550M	379	41%
Ttp Investments, Inc.	High $1.5M	$570M	381	41%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Stenger Family Office, LLC	Low $750K	$680M	897	35%
Gehrig Capital Management, Inc.	Very Low $300K	$190M	644	8%
Goldstone Financial Group, LLC	Low $630K	$1.1B	1,675	12%
FRA Wealth Management LLC	Very Low $120K	$110M	910	1%
Resource Financial Group, Ltd.	Very High $2.4M	$620M	265	100%
Chicago Oakbrook Financial Group	Typical $830K	$1.1B	1,336	14%
Blackston Financial Advisory Group, LLC	Very Low $350K	$330M	940	7%
MPS-LORIA Financial Planners, LLC	High $1.2M	$830M	679	28%
Azzad Asset Management, Inc.	Typical $830K	$1.2B	1,494	33%
Aberdeen Wealth Management LLC	Very High $5.1M	$700M	136	93%
Rothschild Wealth LLC	Low $440K	$1.6B	3,569	45%
Rezny Wealth Management, Inc.	High $1.8M	$510M	275	73%
Values First Advisors, Inc.	Very Low $220K	$210M	967	8%
Opus Capital Management	Very High $2.2M	$910M	415	62%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
MEDIQUS Asset Advisors, Inc.	High $1.4M	$1B	711	42%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Walsh & Associates, LLC	Low $620K	$810M	1,307	37%
Brucke Financial, Inc.	Very Low $340K	$250M	738	24%
Hendricks Wealth and Estate Management	Low $580K	$530M	913	18%
KLCM Advisors, Inc.	Very High $2.8M	$1.8B	625	64%
USAdvisors Wealth Management, LLC	Very Low $250K	$480M	1,901	4%
Weitzel Financial Services, Inc.	Very Low $290K	$330M	1,134	27%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Carter Financial Group, Inc.	Low $450K	$370M	826	6%
Gainline Financial Partners, LLC	Very Low $350K	$340M	998	58%
Keating Financial Advisory Services	Very Low $260K	$1.3B	4,994	5%
Wisdom Financial Services, L.L.C.	Low $510K	$780M	1,518	0%
Tempo Wealth	Typical $940K	$800M	853	61%
James T. Borello & Co.	Low $730K	$510M	700	24%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Nectarine	Very Low $0	$0	3,210	19%
New Vernon Wealth Management LLC	Very High $4.2M	$780M	187	52%
210 Financial	Very Low $260K	$240M	936	3%
Googins Advisors, Inc.	Low $640K	$500M	778	31%
Rooted Wealth Advisors	Very Low $250K	$400M	1,605	7%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
North Star Investment Management Corporation	Typical $770K	$2B	2,536	20%
Horizon Wealth Management	Typical $800K	$1B	1,280	32%
Chicago Investment Advisory Council, Inc.	Very Low $200K	$220M	1,100	9%
WestEnd Advisors, LLC	Very Low $430K	$1.7B	4,050	6%
First Affirmative Financial Network LLC	Very Low $390K	$890M	2,275	56%
Lee Danner & Bass Inc	High $1.8M	$1.7B	959	100%
The Life Group Financial Services	Very Low $120K	$150M	1,258	2%
Asset Management Strategies, Inc.	Very Low $100K	$220M	2,110	0%
Graybill Wealth Management, Ltd.	High $1.9M	$510M	269	38%
Strategic Investment Solutions, Inc.	Very Low $290K	$750M	2,600	6%
FREC	Very Low $300K	$540M	1,789	5%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Giverny Capital Asset Management	High $1.7M	$580M	337	66%
Nest Egg	Very Low $46K	$130M	2,819	0%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
R.T. Jones Capital Equities Management Inc.	Very Low $78K	$360M	4,636	1%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%

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