AUM per client for Team firms serving clients in Texas

Team firms active in Texas 2,799 firms

Very Low $220K-$490K

Low $490K-$860K

Typical $860K-$1.4M

High $1.4M-$2.3M

Very High $2.3M-$4.9M

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

Median: $1.1M

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Destiny Capital Corporation	High $1.5M	$380M	260	35%
LifeInvest Wealth Management, LTD	Typical $1.2M	$300M	260	20%
St. Clair Advisors, LLC	Very High $8.1M	$1.1B	130	68%
Morris Financial Concepts, Inc.	High $1.8M	$530M	293	40%
Oak Advisors, LLC	High $1.7M	$280M	163	42%
Orca Investment Management, LLC	Low $570K	$210M	359	11%
Richard P. Slaughter Associates, Inc.	High $2M	$890M	457	55%
Night Owl Capital Management, LLC	Very High $3.8M	$740M	196	73%
Atlas Legacy Advisors LLC	Very High $5M	$660M	131	84%
The Dala Group, LLC	Typical $1M	$270M	262	27%
Meridian Wealth Advisors, LLC	Very High $5.1M	$1.7B	328	72%
Fulcrum Capital, LLC	Very High $2.6M	$770M	296	100%
Worth Asset Management	Typical $880K	$290M	329	25%
Aurelius Family Office, LLC	High $1.8M	$300M	165	51%
Boyce & Associates Wealth Consulting, Inc.	Typical $890K	$230M	264	30%
Centerview Wealth Advisors, LLC	Typical $870K	$140M	165	28%
Kassouf Wealth Advisors, LLC	High $1.8M	$360M	198	57%
Peirce Capital Management, LLC	Very High $3.2M	$530M	165	78%
Trivant Custom Portfolio Group LLC	Typical $1.4M	$230M	165	48%
Zemenick & Walker Inc	Very High $9.5M	$2.5B	264	87%
Innovative Advisory Group	Low $640K	$190M	298	9%
Zenith Wealth Partners	Very Low $300K	$88M	298	10%
Legacy Edge Advisors	High $2.3M	$1.2B	530	83%
Allium Financial Advisors, LLC	Very High $3M	$690M	232	74%
Burns Matteson Capital Management, LLC	High $2M	$400M	199	40%
Byrne Asset Management, LLC	High $1.5M	$250M	166	100%
Members Wealth LLC	High $1.7M	$280M	166	49%
Mendota Financial Group, LLC	High $1.5M	$250M	166	46%
Harmony Asset Management LLC	Typical $1.4M	$370M	266	50%
WealthCrossing	Very High $5.7M	$1.5B	266	74%
Woodstock Corporation	Very High $4.8M	$1.1B	233	60%
Avion Wealth	Very High $3.3M	$980M	300	90%
McClarren Financial Advisors	High $1.7M	$450M	267	60%
Alliance Private Wealth, LLC	Very High $2.8M	$470M	167	60%
Evo Advisors	High $2M	$340M	167	57%
SC&H Wealth	High $1.8M	$1.2B	668	37%
North Berkeley Wealth Management, LLC	High $2M	$800M	401	55%
Checchi Capital Advisers, LLC	Very High $6.9M	$1.6B	234	100%
Apforia	Very Low $270K	$98M	368	15%
OLIO Financial Planning	High $1.6M	$580M	368	42%
Tschetter Group	Very High $3.8M	$1.9B	503	34%
Leading Edge Financial Planning LLC	High $1.7M	$520M	302	64%
Alhambra Investment Management LLC	High $1.5M	$310M	202	38%
Weatherly Asset Management	Very High $4.4M	$1.6B	371	76%
Bedell Frazier Investment Counselling, LLC	High $1.6M	$850M	540	42%
Oakwood Capital, Inc.	Very Low $430K	$260M	608	30%
TritonPoint Wealth, LLC	Very High $4.4M	$1.5B	338	52%
Punch & Associates Investment Management, Inc.	Very High $2.6M	$1.4B	541	62%
TIP Group LLC	Very Low $160K	$59M	372	3%
Rise North Capital Investment Advisors	Very Low $120K	$47M	406	4%
ShankerValleau Wealth Advisors, Inc.	Very High $3.1M	$630M	203	64%
Woodward Financial Advisors, Inc.	Very High $3.2M	$640M	203	97%
Patton Albertson Miller Group, LLC	Very High $2.5M	$1.6B	611	60%
Arcataur Capital Management LLC	High $1.7M	$410M	238	59%
Capital Cities Investments	Low $600K	$290M	476	13%
Denver PWM, LLC	High $2.3M	$470M	204	44%
Sachem Hill LLC	Very High $7M	$950M	136	73%
WEALTH MANAGEMENT Group	Very Low $190K	$32M	170	6%
Wealth Science Advisors LLC	High $2M	$560M	273	51%
Hamilton Point Investment Advisors, LLC	Very High $3.8M	$910M	239	85%
Black Knight Wealth Management, LLC	Typical $1.2M	$540M	444	19%
Griffin Black, LLC	High $2M	$350M	171	55%
MAXIMAI Investment Partners, LLC	Very High $4.1M	$700M	171	93%
Austin Asset	Very High $3.8M	$1.7B	447	79%
Clark Asset Management, LLC	Very High $4.8M	$1.3B	275	97%
Zynergy Retirement Planning	Typical $1M	$170M	172	30%
Ariston Services Group, LLC	Very High $5.6M	$390M	69	42%
Vance Wealth	High $2M	$760M	380	49%
Analog Capital Partners LLC	Low $540K	$93M	173	12%
Colton Groome Financial Advisors, LLC	High $1.9M	$660M	346	52%
HDQ Wealth	Very Low $230K	$39M	173	12%
Kreitler Financial LLC	Very High $3.3M	$570M	173	63%
Peddock Capital Advisors, LLC	Very High $4.5M	$770M	173	57%
The Advocate Group, LLC	High $2.3M	$780M	346	64%
Castlepoint Wealth Advisors	Very High $2.5M	$700M	277	55%
Riskbridge Advisors, LLC	High $1.6M	$440M	277	21%
Birdrock Wealth	Low $690K	$140M	208	20%
Tarbox Family Office, Inc.	Very High $4M	$840M	208	100%
Trinity Financial Advisors LLC	Very High $3.2M	$670M	208	68%
Tranquility Partners, LLC	Very High $3.6M	$880M	243	41%
Riversedge Advisors	High $2.2M	$830M	382	44%
Sheets Smith Wealth Management	Very High $3.3M	$1.2B	382	46%
WPWealth LLP	High $2.3M	$1B	452	55%
Beacon Wealth Consultants, Inc.	Very Low $460K	$240M	522	5%
Jackson Hole Capital Partners, LLC	Very High $6.8M	$950M	140	80%
Wealth Management Investment Advisors, LLC	—	—	175	42%
Almanack Investment Partners	High $1.8M	$710M	386	30%
Anacapa Financial, LLC	Very Low $360K	$63M	176	9%
Hurwitz Associates, Inc.	Very Low $430K	$75M	176	15%
The L. Warner Companies, Inc	High $2.1M	$750M	352	51%
Carmel Capital Partners, LLC	High $1.5M	$370M	247	38%
Cornerstone Financial Planning, LLC	High $1.6M	$400M	247	68%
Vantage Point Financial, LLC	Low $860K	$480M	566	27%
Feldman, Ingardona & Co	Very High $8.9M	$1.6B	177	100%
Harbour Investment Management L.L.C.	High $1.8M	$320M	177	44%
BGM Wealth Management	Very High $2.4M	$520M	213	64%
Mainsail Asset Management, LLC	Very High $2.6M	$370M	142	64%
trueNorth Wealth Advisors	High $1.8M	$320M	178	54%
Private Advisory	Very High $2.4M	$1.7B	678	42%
Libra Wealth LLC	Very High $4.5M	$640M	143	89%
Keenan Financial	Very Low $270K	$200M	751	6%
Meira Wealth	High $1.7M	$310M	179	51%
MPWM Advisory Solutions LLC	Low $540K	$310M	573	13%
Tandem Wealth Advisors	Typical $920K	$230M	251	38%
Benefit Financial Services Group	High $1.6M	$1.4B	861	38%
Centura Wealth Advisory	High $2M	$1.2B	574	37%
DB & C Advisors, LLC	Low $650K	$210M	323	17%
Veracity Capital LLC	High $2.2M	$800M	359	61%
Going CPAs and Wealth Advisors	Very Low $440K	$140M	324	12%
The Investment House LLC	Very High $6.5M	$1.9B	288	77%
Veery Capital, LLC	High $1.6M	$400M	252	35%
Smith & Howard Wealth Management, LLC	Very High $3.3M	$720M	217	64%
Wealth Analytics Partners, LLC	High $1.7M	$310M	181	49%
Montis Financial, LLC	High $2.2M	$1.3B	580	52%
ATON Financial LLC	High $1.5M	$390M	254	33%
ICON Wealth Partners	Very High $4M	$2.5B	617	55%
Imperity Wealth Alliance LLC	Very Low $370K	$140M	363	7%
Rose Capital Advisors, LLC	High $1.7M	$600M	363	64%
ARIA Wealth Management	Very Low $460K	$99M	218	13%
D'Orazio Wealth Advisors	Very High $5M	$1.4B	291	78%
Econologics Financial Advisors	Low $570K	$170M	291	54%
Jacobson & Schmitt Advisors, LLC	Typical $1.4M	$600M	437	32%
Presidio Capital Management, LLC	High $1.5M	$490M	328	59%
Summa Corp.	Very High $6M	$440M	73	48%
Tribeca Financial, LLC	Low $830K	$180M	219	27%
Cannon Financial Strategists, Inc.	Typical $1.4M	$1.4B	986	39%
Aspyre Wealth Partners	High $2M	$670M	329	48%
Cardea Capital Advisors, LLC	Very Low $480K	$120M	256	10%
MYeCFO	High $1.4M	$260M	183	17%
Cherry Tree Wealth Management, LLC	High $2.2M	$630M	293	9%
Blue Water Wealth	Typical $1.2M	$470M	403	54%
Peak American Investment Advisors, Inc.	Very Low $310K	$130M	403	4%
Advisors Financial, Inc.	High $1.4M	$320M	220	43%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Blue Edge Capital, LLC	Very High $4.3M	$640M	147	71%
Keebeck Wealth Management	Very High $12M	$1.8B	147	100%
MD Financial Advisors / Vestment Financial	Low $640K	$300M	478	41%
Manhattan West Asset Management, LLC	High $1.9M	$620M	331	45%
Wellment Financial	Low $770K	$310M	405	19%
Kaufman Rossin Wealth, LLC	High $2M	$440M	221	44%
Burford Brothers, Inc.	High $2M	$430M	222	28%
Kinloch Capital, LLC	High $1.6M	$300M	185	55%
Sentry Advisors, LLC	Very High $16M	$2.3B	148	82%
Columbia Advisory Partners, LLC	Very Low $470K	$300M	630	29%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
Flagstar Advisors, Inc.	Low $640K	$640M	1,004	34%
RiverPath Investments LLC	Typical $1.2M	$220M	186	38%
America First Investment Advisors LLC	Very High $2.5M	$660M	261	67%
Heritage Wealth Management, Inc.	High $1.6M	$360M	224	54%
Millington Financial Advisors, LLC	High $1.6M	$290M	187	22%
Paragon Capital Management	Very High $7M	$1.3B	187	75%
Westbourne Investment Advisors Inc.	Very High $2.3M	$440M	187	36%
Insight Strategic Wealth LLC	High $1.5M	$400M	262	52%
RetireWise Tax and Wealth Advisors, Inc.	Typical $900K	$240M	262	30%
Oakwell Private Wealth Management	Typical $1.4M	$580M	412	36%
Financial Rounds	Typical $1.1M	$210M	188	30%
International Asset Management	Typical $910K	$170M	188	29%
Strategic Portfolio Solutions, LLC	Low $720K	$140M	188	29%
May Hill Capital, LLC	Very High $4.1M	$460M	113	70%
Skybound Wealth USA	Low $490K	$170M	339	14%
Windward Private Wealth Management Inc.	Typical $1.3M	$300M	226	43%
Arista Wealth Management, LLC	Very High $2.6M	$980M	377	43%
Diversifi Capital Inc	Very High $2.4M	$640M	264	84%
Ims Capital Management	Low $820K	$220M	264	23%
TFC Financial Management Inc	Very High $4.3M	$1.8B	415	73%
Harold Dance Investments	Low $510K	$150M	302	7%
Flower City Capital LLC	High $1.8M	$410M	227	50%
Onyx Financial Advisors, LLC	High $1.9M	$500M	265	58%
Concentus Wealth Advisors	Very High $3.1M	$1.1B	341	54%
Elwood & Goetz	High $1.6M	$1.1B	682	51%
Burkholder Wealth Management	Typical $1.4M	$380M	266	57%
New Horizons Wealth Management	Low $730K	$170M	228	15%
Intelligence Driven Advisers, LLC	Typical $1.3M	$840M	649	65%
Cottonwood Capital Advisors	High $1.5M	$300M	191	42%
Fidelis Wealth Advisors	Typical $870K	$170M	191	45%
Wealthview Capital, LLC	High $1.7M	$320M	191	41%
IFC Advisors LLC	Very High $6.1M	$2.1B	344	78%
Everspire	Very Low $310K	$250M	803	6%
Spectrum Asset Management Inc	High $1.9M	$570M	306	41%
Verity Investment Partners	Very High $2.8M	$1.3B	459	58%
Wallington Asset Management	Very High $3.7M	$1.1B	306	64%
Alpha Zero LLC	Low $610K	$260M	421	21%
Nova Wealth Management, Inc.	Typical $920K	$250M	268	24%
Prosperity Planning	Typical $1.4M	$530M	383	46%
Jacobsen Capital Management	Very High $4.8M	$560M	115	63%
Pelican Investment Advisors, LLC	Very Low $400K	$91M	230	17%
Mascoma Wealth Management	Typical $1.1M	$460M	422	29%
Sycamore Financial Advisors, Inc.	Low $520K	$100M	192	1%
Catalyst Financial Partners	Very High $4.6M	$1.6B	347	100%
Flagstone Financial Management, LLC	Typical $1.3M	$450M	347	36%
Crusonia Wealth Advisors LLC	High $2.2M	$1.2B	540	60%
Novi Wealth Partners	High $2.3M	$610M	270	56%
WinCap Financial LLC	Low $820K	$220M	270	27%
Merit Financial Partners LLC	High $1.6M	$310M	193	52%
Kooman & Associates	High $1.7M	$530M	309	51%
Navigate Wealth Management, LLC	High $1.5M	$410M	271	48%
Collective Wealth Partners, LLC	Very Low $290K	$57M	194	8%
Quadcap Wealth Management, LLC	High $2.3M	$1.3B	582	51%
Schaper Benz & Wise Investment Counsel Inc	Very High $4.4M	$1.7B	388	71%
Severin Investments LLC	Low $600K	$140M	233	22%
WJ Interests, LLC	High $2.3M	$530M	233	74%
Bluesky Wealth Advisors, LLC	Very High $2.9M	$1B	350	71%
Beverly Hills Private Wealth, LLC	Very High $3.8M	$890M	234	69%
CHF Wealth Management, LLC	—	—	195	0%
Greenline Wealth Management	Very Low $410K	$96M	234	15%
Hidden Cove Wealth Management	Typical $1.2M	$330M	273	30%
LK&A Investment Counsel	Very High $6.9M	$540M	78	78%
Pacifica Capital Investments	Very High $3.8M	$600M	156	56%
Quantum Financial Services Inc.	Very High $9.4M	$730M	78	100%
TrueWealth Financial Partners	High $1.8M	$270M	156	53%
Saxon Financial Group	Typical $1.3M	$680M	509	38%
Financial Consultants Group Inc	Low $790K	$180M	235	27%
Ellevest	High $2.3M	$1.1B	471	79%
Endowment Wealth Management, Inc.	Typical $1.1M	$500M	471	31%
Arkos Global Advisors, LLC	Very High $2.4M	$1B	432	37%
Managed Financial Services Corp Inc	Very Low $200K	$55M	275	7%
Curio Wealth, LLC	Typical $1.3M	$460M	354	14%
Amicus Financial Advisors, LLC	Low $660K	$490M	748	16%
GFG Solutions	Typical $970K	$310M	315	100%
DST Wealth Management LLC	Very High $2.7M	$530M	197	25%
Hermitage Wealth	Very Low $150K	$30M	197	2%
Gill Capital Partners	High $1.5M	$660M	434	45%
Highbrook Capital Partners	Very High $2.5M	$400M	158	61%
Peachcap Tax & Advisory, LLC	Low $570K	$140M	237	25%
Veris Wealth Partners, LLC	Very High $7.3M	$2.3B	316	76%
Womack Wealth Management, Inc.	High $2M	$400M	198	53%
The Legacy Financial Group, Inc.	High $1.9M	$590M	317	50%
Freedom Wealth Advisors, LLC	Very Low $430K	$100M	238	12%
Isthmus Partners, LLC	Very High $3.6M	$1.3B	357	58%
Alterna Wealth Management, Inc.	Low $860K	$990M	1,151	55%
Canter Wealth	Typical $1.4M	$390M	278	46%
Fortress Financial Solutions, LLC	Low $510K	$140M	278	21%
Woodmont Investment Counsel, LLC	Very High $4.1M	$1.8B	437	77%
Capstone Wealth	High $2M	$320M	159	53%
Leigh Baldwin & Co., LLC	Very Low $390K	$260M	676	10%
CFM Advisors Inc	Typical $940K	$190M	199	7%
Parkwoods Wealth Partners, LLC	Typical $1.2M	$890M	717	33%
Friday Financial	Typical $1.4M	$390M	279	32%
Elevate Capital Advisors	Typical $900K	$180M	200	41%
Family Legacy, Inc.	Typical $1.2M	$300M	240	27%
Idle Hill Advisors LLC	Low $540K	$110M	200	29%
Imber Financial Group, LLC	Low $530K	$110M	200	12%
Lafayette Investments, Inc.	Very High $3.3M	$800M	240	68%
Liberty Capital Management Inc	Very High $4.9M	$780M	160	79%
Oak Family Advisors, LLC	Very High $2.9M	$570M	200	64%
Paradigm Wealth Advisory LLC	Low $710K	$200M	280	23%
Parkside Investments, LLC	Very High $4.6M	$910M	200	75%
Pennsylvania Capital Management Inc.	Very High $4.1M	$820M	200	55%
Precedent Wealth Partners, LLC	Very High $3.4M	$680M	200	39%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
Vertrix Wealth Management, LLC	Typical $980K	$280M	281	37%
Balboa Wealth Partners, Inc.	Typical $970K	$1.1B	1,084	24%
BCN Financial, Inc.	—	—	322	0%
Corvus Wealth Advisors LLC	High $1.6M	$600M	363	42%
Inlet Private Wealth, LLC	Very High $4.9M	$590M	121	74%
Peace of Mind Wealth Management	Typical $870K	$280M	324	46%
Strait & Sound	Typical $1.4M	$330M	243	12%
Tanglewood Legacy Advisors, LLC	Very High $4.6M	$740M	162	75%
Narus Financial Partners, LLC	Very High $2.5M	$500M	203	34%
One Wealth Advisors, LLC	Very High $3M	$1.2B	406	61%
BAM Wealth Management LLC	Low $700K	$200M	285	25%
BentOak Capital	Typical $920K	$710M	774	37%
Universal Financial Advisors, LLC	Low $850K	$280M	326	21%
Activest Wealth Management, LLC	Very High $2.8M	$1.5B	530	57%
Diamond Client Group, LLC	Very Low $370K	$140M	367	49%
Wick Capital Partners, LLC	Very High $2.5M	$930M	367	66%
Integrity Wealth LLC	Typical $1.2M	$280M	245	49%
Smith Thornton Advisors, LLC	Typical $1.2M	$380M	327	28%
Cornerstone Wealth Planning	Typical $1.2M	$480M	409	31%
Gryphon Financial Partners	Very High $3.7M	$2.4B	655	52%
Aries Wealth Management, LLC	Very High $3.5M	$570M	164	81%
Clean Yield Asset Management	High $2.2M	$550M	246	63%
Guyasuta Investment Advisors, Incorporated	Very High $4.9M	$2.2B	451	69%
RHP Wealth Management	High $1.6M	$330M	205	57%
Trumbower Financial Advisors LLC	Very High $8.1M	$2B	246	65%
Charter Advisory Corporation	Very Low $470K	$270M	575	35%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
The Rice Partnership, LLC	High $2.1M	$870M	411	50%
S Harris Financial Group, LLC	High $1.6M	$400M	247	44%
Fortune Financial Advisors, LLC	Typical $1.3M	$260M	206	41%
Greenwood Capital Associates, LLC	High $1.5M	$1B	660	12%
Legacy Capital Wealth Partners, LLC	High $2.1M	$1.4B	660	46%
Union Capital Company	Very Low $360K	$150M	414	6%
Haven Wealth Group	High $1.5M	$480M	332	42%
Nilsine Partners, LLC	Very High $2.8M	$1.5B	540	51%
Tobias Financial Advisors	Very High $2.9M	$1.1B	374	62%
Granite Harbor Advisors, INC.	Typical $1.4M	$590M	416	37%
Bayshore Wealth Advisors	Very High $5.7M	$710M	125	75%
Clariti Wealth Advisors	Very High $3M	$750M	250	78%
Smith Bruer	Low $690K	$170M	250	24%
Progressive Investment Management Corporation	Very High $4.1M	$680M	167	84%
Riverstone Advisors, LLC	Very High $3.7M	$620M	167	50%
Clarus Wealth Advisors, LLC	Low $610K	$300M	502	6%
NorthWest Financial Services Inc	High $1.7M	$630M	377	45%
Christopher Weil & Co Inc	High $1.7M	$870M	503	52%
Buckley Wealth	Very High $2.4M	$500M	210	59%
Buttonwood Financial Group, LLC	High $1.5M	$500M	336	6%
Delegate Advisors, LLC	Very High $33M	$1.4B	42	100%
The Foundry Financial Group, Inc.	Typical $940K	$280M	294	49%
Novare Capital Management	Very High $2.5M	$1.9B	757	58%
Capstone Wealth Management Group, LLC	Typical $900K	$270M	295	28%
Nepsis, Inc.	Low $580K	$340M	590	16%
Power Wealth Management	High $1.7M	$430M	253	52%
Convergence Advisory Group	Low $500K	$100M	211	14%
Foundation Resource Management, Inc.	Very High $3.7M	$780M	211	74%
Grant Private Wealth Management	Typical $930K	$200M	211	34%
Penn Davis McFarland Inc.	Very High $6.2M	$1.3B	211	91%
Twin Peaks Wealth Advisors	Typical $1.3M	$570M	422	46%
Lifecycle Financial Planners Inc.	Very High $3.9M	$660M	169	31%
Mader & Shannon Wealth Management	Low $710K	$240M	339	25%
Fidato Wealth LLC	High $1.7M	$500M	297	72%
JNBA Financial Advisors, LLC	High $1.8M	$2B	1,105	47%
Fiduciary Financial Partners, LLC	Typical $1.3M	$280M	213	46%
The Kocen Financial Group, Inc.	Low $820K	$170M	213	39%
Seven Springs Wealth Group	Very High $3.3M	$1.3B	384	52%
West Financial Services, Inc.	Very High $2.9M	$2.7B	940	58%
ThirtyNorth Investments, LLC	Typical $1.1M	$240M	214	33%
Wingate Wealth Advisors, Inc.	High $2.1M	$1.4B	642	55%
JGP Wealth Management, LLC	High $1.7M	$1.3B	771	49%
Herold Advisors, Inc.	Typical $920K	$510M	557	21%
Strong Tower Advisory Services	High $1.9M	$570M	300	41%
Journey Advisory Group, LLC	High $1.9M	$1.6B	859	39%
DMKC Advisory Services, LLC	Typical $1.1M	$520M	473	54%
Emerald Advisors, LLC	Very High $4.4M	$940M	215	70%
LSIA	Very High $4.4M	$760M	172	76%
Mosaic Wealth	Very High $2.5M	$1.9B	774	41%
Vaquero Private Wealth, Ltd.	Very High $3.4M	$890M	258	69%
John G. Ullman & Associates, Inc	High $1.5M	$1.5B	992	33%
Vizcaya Capital, LLC	High $1.8M	$620M	345	100%
Cutler Investment Group	Typical $1M	$980M	949	39%
Reliance Wealth Management	Very Low $440K	$130M	302	15%
CapTrust Wealth Advisors	High $1.9M	$1.6B	863	42%
Alpha Financial Advisors, LLC	Very High $2.4M	$620M	259	70%
One Wealth Capital Management, LLC	Typical $1.2M	$300M	259	51%
TGS Financial Advisors	High $1.6M	$430M	259	39%
Regimen Wealth, LLC	High $1.7M	$370M	216	60%
Aspen Wealth Management, LLC	High $1.9M	$650M	346	54%
ATLATL Advisers	Typical $1.3M	$340M	260	39%
TFR Capital	High $1.5M	$390M	260	31%
Invicta Financial Group	Low $780K	$370M	477	38%
Dominion Portfolio Management, Inc.	Very Low $350K	$280M	782	3%
Novadius Wealth Management	Low $580K	$150M	261	15%
XXI Wealth, LLC	Very High $6.1M	$530M	87	93%
West Financial Advisors, L.L.C.	High $2.1M	$650M	305	55%
Gould Asset Management LLC	Very High $2.8M	$990M	349	66%
Ellis Investment Partners, LLC	Typical $1.1M	$890M	786	37%
The Gleason Group, Inc.	Very High $6M	$1.6B	262	52%
Paragon Financial Advisors	High $2.2M	$950M	437	58%
Paragon Capital Management LLC	High $2.1M	$740M	350	62%
Coyle	Very High $2.4M	$1B	438	53%
ENZI Wealth	High $2M	$440M	219	64%
M. Kraus & Company	Very High $2.5M	$540M	219	60%
Rigden Capital Strategies	Very Low $410K	$110M	263	13%
Blackhawk Capital Partners, LLC	Typical $1.3M	$400M	307	53%
Excalibur Management Corp	High $2.1M	$660M	307	43%
M. E. Allison & Co., Inc.	Low $630K	$300M	483	49%
Delta Investment Management, LLC	Low $780K	$850M	1,099	15%
Advocate Investing Services	Low $820K	$180M	220	25%
BSG Advisers	Low $500K	$130M	264	24%
Impact Investors	Typical $1.3M	$280M	220	24%
Kendall Capital Management	High $2.1M	$740M	352	64%
Beaird Harris	Very High $2.8M	$2.2B	793	63%
Parr McKnight Wealth Management Group	High $2M	$890M	441	37%
EWA, LLC	High $1.9M	$750M	397	51%
Kelman Lazarov Inc	High $1.5M	$890M	574	56%
HS Wealth Partners	High $1.6M	$430M	265	36%
Riverview Capital Advisers LLC	Very High $2.8M	$620M	221	53%
PYA Waltman Capital, LLC	High $1.7M	$680M	398	48%
Stonemark Wealth Management	High $1.5M	$600M	398	38%
Cypress Point Wealth Management, LLC	Very High $8M	$1.4B	177	75%
Martinsen Wealth Management	Very Low $400K	$140M	354	8%
Brown \| Miller Wealth Management, LLC	High $1.9M	$950M	487	57%
Horizons Sustainable Financial Services, Inc.	Very Low $490K	$150M	310	33%
Aspen Capital Management, LLC	Very High $2.7M	$1.2B	443	64%
Family Wealth Partners, LLC	Typical $1.4M	$360M	266	23%
First American Asset Advisory, LLC	Low $720K	$190M	266	100%
North Point Portfolio Managers Corporation	Very High $2.8M	$740M	266	59%
Passive Capital Management, LLC	High $2.1M	$830M	399	25%
Yosemite Capital Management	Typical $1.3M	$340M	266	32%
Collective Wealth Advisors LLC	Low $700K	$160M	222	18%
Eubel Brady & Suttman	High $1.6M	$1.2B	755	42%
Forthright Capital	Very Low $110K	$110M	978	1%
Treehouse Wealth Advisors	High $2.1M	$570M	267	50%
Hohimer Wealth Management, LLC	High $2.1M	$1.1B	535	33%
Envision Financial Planning, LLC	Typical $1.4M	$360M	268	46%
Sovereign Wealth Advisors LLC	Very Low $420K	$520M	1,252	33%
Strathmore Capital Advisors	High $1.6M	$770M	493	48%
Broadview Financial Management, LLC	Very High $2.6M	$700M	269	78%
Financial Alternatives, Inc.	High $2.3M	$610M	269	55%
Kelsey Financial, LLC	Low $640K	$170M	269	17%
Chicory Wealth	High $1.5M	$830M	539	42%
Squire Wealth Advisors	Low $800K	$430M	539	37%
Master's Wealth Management Inc.	Typical $1.1M	$450M	405	46%
Sierra Summit Advisors LLC	Very High $5.3M	$710M	135	100%
True Wealth Design, LLC	Typical $1.3M	$490M	360	45%
Van Cleef Asset Management Inc	Very High $5.4M	$1.2B	225	65%
WebsterRogers Financial Advisors, LLC	Typical $1.4M	$430M	315	23%
Quantum Financial Partners LLC	Very Low $250K	$78M	316	13%
Singer Wealth Advisors LLC	Low $840K	$750M	903	33%
AAF Wealth Management, LLC	High $2.1M	$560M	271	52%
Clarity Wealth Development, LLC	Typical $920K	$210M	226	36%
Commons Capital, LLC	Typical $1.4M	$310M	226	71%
Wealth with No Regrets®	Low $840K	$190M	226	43%
The Wealth Boutique	Very Low $380K	$120M	317	9%
Triune Financial Partners, LLC	High $1.6M	$1.2B	770	46%
Bridgewater Advisors Inc.	Very High $4.2M	$2.5B	589	62%
Whitegate Investment Counselors, Inc.	Very High $4M	$540M	136	56%
Horizon Investment Services, LLC.	Typical $1M	$330M	318	21%
Premier Financial Group Inc	Typical $1.1M	$620M	546	3%
Castleview Partners, LLC	Low $570K	$340M	592	14%
Cannon Advisors	Low $790K	$180M	228	29%
IAS Wealth Management, Inc.	Very High $2.4M	$550M	228	57%
Curtis Advisory Group, LLC	Very High $3.1M	$420M	137	47%
Transatlantique Private Wealth LLC	High $2.1M	$860M	411	84%
Wheelhouse Advisory Group, LLC	Low $710K	$390M	548	22%
Empirical Asset Management, LLC	Typical $1.1M	$500M	457	58%
Decker Wealth Management, LLC	High $1.7M	$560M	320	43%
The Retirement Solution LLC	Low $850K	$700M	823	39%
Ironwood Investment Counsel, LLC	Very High $2.9M	$1.6B	549	55%
Bamboo Wealth Strategies	Typical $990K	$230M	229	37%
Tortoise Investment Management, LLC	Very High $4.1M	$2.1B	504	71%
Brown Financial Advisory	High $1.6M	$450M	275	56%
CorePath Wealth Partners LLC	Typical $1.1M	$260M	230	32%
Impact Capital Partners LLC	Very High $2.7M	$610M	230	77%
KTF Investments, LLC	Very High $3.8M	$700M	184	59%
Statera Wealth Management	Low $800K	$180M	230	23%
Third View Private Wealth	Very High $3.6M	$1.2B	322	57%
Virtus Financial Group	Low $520K	$120M	230	20%
Heirloom Wealth Management LLC	Typical $1.2M	$970M	829	31%
4Wealth Advisors, Inc.	Very Low $410K	$210M	508	12%
CWC Advisors, LLC	Typical $860K	$200M	231	100%
REDW Wealth LLC	Typical $1.1M	$420M	370	29%
FMB Wealth Management	High $1.9M	$610M	324	39%
Decisionpoint Financial, LLC	Typical $990K	$590M	602	24%
Briaud Financial Advisors	Very High $3.3M	$910M	278	87%
Point Windward Advisors, Inc.	Typical $1.3M	$360M	278	17%
Tanglewood Total Wealth Management, Inc.	Very High $3.8M	$1.6B	417	87%
Stansberry Asset Management, LLC	Typical $1.3M	$1.3B	975	59%
ARQ Wealth Advisors, LLC	High $1.8M	$1.1B	604	53%
Harrell Investment Partners, LLC	Very High $3.5M	$660M	186	44%
RetirePath Wealth, LLC	Very Low $470K	$87M	186	6%
Versant Capital Management, Inc.	Very High $3.1M	$1.4B	466	67%
Avenir Corporation	Very High $5.5M	$770M	140	65%
Landmark Wealth Management, LLC	High $1.5M	$420M	280	49%
Meridian Investment Counsel, Inc.	Very High $3.8M	$720M	187	63%
Treasure Coast Financial Planning, Inc.	Typical $990K	$230M	234	35%
Resonant Capital Advisors, LLC	Very High $4.7M	$2.9B	609	68%
Sapient Private Wealth Management, LLC	Very High $2.6M	$1.6B	609	53%
Amerant investments, Inc.	Very Low $410K	$410M	984	15%
HIGHLAND Financial Advisors, LLC	High $1.8M	$580M	328	42%

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