HNW client percentage for Independent firms serving clients in Texas

Independent firms active in Texas 2,513 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-33%

High 33%-58%

Very High 58%-100%

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

Median: 23%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
1 Timothy 6 V 7 LLC	—	—	—	—
360 Wealth Creation	—	—	—	—
3T Advisors LLC	—	—	—	—
4-3-3 Capital LLC	—	—	—	—
584 North LLC	—	—	—	—
Adams Advisory Services, LLC	—	—	—	—
AI Investor 360	—	—	—	—
Ajay Agrawal	—	—	—	—
Alexander, Dean D.	—	—	—	—
AlgoTech Financial LLC	—	—	—	—
AlphaVista Asset Management LLC	—	—	—	—
Amana Advisors	—	—	—	—
Amijag Advisors LLC	—	—	—	—
A More Certain Path	—	—	—	—
Ando Arashi	—	—	—	—
Angelus Wealth, LLC	—	—	—	—
Aquifer Asset Management, LLC	—	—	—	—
Argon Advisors	—	—	—	—
Aristobulus Investment Management, LLC	—	—	—	—
Arka Financial Services L.L.C.	—	—	—	—
Arusha Wealth Limited Liability Company	—	—	—	—
Asset Achievers	—	—	—	—
Astute Consulting, LLC	—	—	—	—
Atwood Capital Management, LLC	—	—	—	—
AURI	—	—	—	—
Auxius Capital Management, LLC	—	—	—	—
Avora Wealth LLC	—	—	—	—
B365Invest	—	—	—	—
Balai Lagai Wealth Management	—	—	—	—
Balanced Wealth Strategies LLC	—	—	—	—
Bancroft Booth Capital Advisors	—	—	—	—
Bard Investment Group, LLC	—	—	—	—
Beacon Ridge Advisors LLC	—	—	—	—
Belay Finance	—	—	—	—
Bible & Sovereign Partners Financial Services	—	—	—	—
Black Sea Investment Group	—	—	—	—
Blessed Financial Investments, LLC	—	—	—	—
B. Lively Financial, LLC	—	—	—	—
Block House Investments, LLC	—	—	—	—
Blue Dock Capital LLC	—	—	—	—
Blue Ladder Financial Planning, LLC	—	—	—	—
Boggs Wallace Wealth Partners LLC	—	—	—	—
Boonipat Advisory LLC	—	—	—	—
Branch & Bloom Financial Planning, LLC	—	—	—	—
Bravo Zulu Capital Management	—	—	—	—
Buckhead Resources, Inc.	—	—	—	—
Build Financial Advisors, LLC	—	—	—	—
Caiman Capital Group LLC	—	—	—	—
Caishen Financial	—	—	—	—
Campbell Wealth Partners, LLC	—	—	—	—
Cardinal Wealth Management LLC	—	—	—	—
Cavner Social Enterprises, LLC	—	—	—	—
CHC Financial Solutions, LLC	—	—	—	—
Cima Sports & Wealth Management Inc	—	—	—	—
Clarity Wealth Solutions LLC	—	—	—	—
Comprehensive Financial Planning for Doctors, LLC	—	—	—	—
Conceptum Strategies	—	—	—	—
Corvum Investment Management	—	—	—	—
Cradle to College Financial, LLC	—	—	—	—
Crescent Investment Solutions LLC	—	—	—	—
Crestridge Wealth Advisors, LLC	—	—	—	—
Crestway Advisory Group	—	—	—	—
Crest Wealth Management LLC	—	—	—	—
Crystal Oak Wealth Management, LLC	—	—	—	—
Dallas Financial Planning LLC	—	—	—	—
Daniel Financial Group, Inc.	—	—	—	—
David Rhodes Cannon, C.P.A., LLC	—	—	—	—
Decker Capital Management, LLC	—	—	—	—
Definitive Advisor Group, LLC	—	—	—	—
Deliberate Wealth	—	—	—	—
Diversified Strategies LLC	—	—	—	—
Dominion Financial Advisors, LLC	—	—	—	—
Douglas Anderson, III	—	—	—	—
Dream Bigger Financial, LLC	—	—	—	—
Eagan Ventures LLC	—	—	—	—
Elevation Wealth LLC	—	—	—	—
EM Financial Services, LLC	—	—	—	—
Everyplan Financial	—	—	—	—
Family CFO, LLC	—	—	—	—
Feltman & Co. LLC	—	—	—	—
Financial Client	—	—	—	—
Financial Empowerment	—	—	—	—
Forge Capital	—	—	—	—
Fortify Financial	—	—	—	—
Forum Wealth Group	—	—	—	—
Frontline Wealth Management	—	—	—	—
Frontstage Financial LLC	—	—	—	—
Global Fiduciary Partners	—	—	—	—
GMI Global Partners LLC	—	—	—	—
Goodrich & Associates, LLC	—	—	—	—
GOTMAN-MATUSOVSKAYA, Julie Evgenievna	—	—	—	—
G.P. Leach Securities LLC	—	—	—	—
Grenadilla Advisory LLC	—	—	—	—
Greybridge Private Wealth	—	—	—	—
Gulf Coast RIA	—	—	—	—
GWA Wealth	—	—	—	—
Halal Alpha	—	—	—	—
Hall Financial Wellness	—	—	—	—
Harvest - Faith-Based Investing	—	—	—	—
H.B. Brown Financial Advising, LLC	—	—	—	—
Hemmers Financial	—	—	—	—
High Flight Financial LLC	—	—	—	—
HMP Capital Management, LLC	—	—	—	—
Holly Donaldson Financial Planning, LLC	—	—	—	—
Hoyle Capital, LLC	—	—	—	—
Hudson House Capital Incorporated	—	—	—	—
Hudson Wealth Management, LLC	—	—	—	—
Icon Imperial	—	—	—	—
Ideal Financial Planning	—	—	—	—
Integrity Investment Management	—	—	—	—
Investors Choice	—	—	—	—
Iron Forge Financial	—	—	—	—
ISF Advisory, LLC	—	—	—	—
Ismail, Mustafa	—	—	—	—
JC Capital Advisors Group LLC	—	—	—	—
J I Medina Investments, LLC	—	—	—	—
Jmac Financial Planning & Investment Services Pllc	—	—	—	—
JMD Financial Planning Inc.	—	—	—	—
John Navin Navidomskis IV	—	—	—	—
JOS Planning	—	—	—	—
JPN Advisors LLC	—	—	—	—
Kelley Lane Capital, LLC	—	—	—	—
Knightsbridge Ventures	—	—	—	—
Kopkin Capital Management, LLC	—	—	—	—
Lake Highlands Capital Management	—	—	—	—
Lakeline Financial	—	—	—	—
Lambda Wealth Management LLC	—	—	—	—
Lampados Financial Group, LLC	—	—	—	—
Lankford Capital Management LLC	—	—	—	—
La Vida Financial	—	—	—	—
LCM Financial	—	—	—	—
Legacy Path Advisors LLC	—	—	—	—
Legacy Wealth Group	—	—	—	—
LGBTQ Wealth Planning LLC	—	—	—	—
Lightpath Wealth & Tax Advisors	—	—	—	—
Lilac Wealth, LLC	—	—	—	—
Livingston Wealth Advisory	—	—	—	—
Look Both Ways Financial, LLC	—	—	—	—
Luminous Money	—	—	—	—
Magis Private Wealth Management, LLC	—	—	—	—
Maravi Capital Management	—	—	—	—
Martin Capital Planning	—	—	—	—
Mercer Street Personal Financial Services	—	—	—	—
Michael E. Reichek dba Reichek Financial Services	—	—	—	—
Michael Niemczyk Associates, Inc.	—	—	—	—
MinorKey Management	—	—	—	—
Mobius Fund	—	—	—	—
Narstar	—	—	—	—
Natalie M. Kassenyeva	—	—	—	—
Navarro Asset Management, LLC	—	—	—	—
NEK Financial Inc	—	—	—	—
NET Financial	—	—	—	—
Next Play Wealth	—	—	—	—
Noblehouse Family Office, LLC	—	—	—	—
NorStar Financial of Plano, LLC	—	—	—	—
Oagh	—	—	—	—
OM Investments	—	—	—	—
One Life Advisory	—	—	—	—
Onpoint Financial Advice, LLC	—	—	—	—
On Track to Retire LLC	—	—	—	—
Onus Financial LLC	—	—	—	—
Open Prairie Wealth Management	—	—	—	—
OptimalPath Advisors, LLC	—	—	—	—
Oris Wealth Designs LLC	—	—	—	—
Osprey Money Management, LLC	—	—	—	—
Otium Wealth Management	—	—	—	—
Outlive Financial Planning LLC	—	—	—	—
Overflow Financial	—	—	—	—
Ox Lux Advisory LLC	—	—	—	—
Parker Wealth Group, LLC	—	—	—	—
Pathsetter Financial	—	—	—	—
Patterson Strategic Equity LLC	—	—	—	—
Peace of Mind Wealth Management	—	—	—	—
Peach Wealth Management	—	—	—	—
Peninsula Equity Capital	—	—	—	—
Physicians Investment Advisory Services of Texas, LLC	—	—	—	—
Pine Valley Private Wealth	—	—	—	—
Playbook Advisers LLC	—	—	—	—
Post Oak Financial, LLC	—	—	—	—
Potter Advisors LLC	—	—	—	—
Powerhouse Financial Advisors, Inc.	—	26	256	—
Presley Capital Management, LLC	—	—	—	—
PRIA Strategies, LLC	—	—	—	—
Pride of the West Financial, LLC	—	—	—	—
Prime Personal Finance	—	—	—	—
Prosperity First Wealth Management	—	—	—	—
Prumo Wealth Management, LLC	—	—	—	—
Quantact Capital Advisors LLC	—	—	—	—
Real Advisers LLC RIA Series	—	—	—	—
Reap Asset Management LLC	—	—	—	—
Redemptive Wealth Management LLC	—	—	—	—
Refined Wealth	—	—	—	—
Reg Davis Investments, LLC	—	—	—	—
Remnant Wealth	—	—	—	—
Retirement Planning Partner LLC	—	—	—	—
RTB Wealth Advisors, LLC	—	—	—	—
Rubicon Investment Management & Analytics	—	—	—	—
Rubric Advisors LLC	—	—	—	—
Ryerson Financial, LLC	—	—	—	—
Samju Capital LLC	—	—	—	—
Second Opinion Financial	—	—	—	—
SecretX Assets	—	—	—	—
Semper Sursum Investments LLC	—	—	—	—
SevenWealth LLC	—	—	—	—
SGMG Enterprise LLC	—	—	—	—
Shah Tax and Financial Planning	—	—	—	—
ShellCrest Financial LLC	—	—	—	—
Sherpa Wealth Management LLC	—	—	—	—
Shorter, Alden M	—	—	—	—
Sieve Capital LLC	—	—	—	—
Simba Investment Advisors	—	—	—	—
Smith, Michael, Glen	—	—	—	—
Sound Money Management, Inc.	—	—	—	—
Southern Capital Partners, LLC	—	—	—	—
SpendItRight LLC	—	—	—	—
Spring Ocean Capital LLC	—	—	—	—
Starbord LLC	—	—	—	—
Steed Investments, LLC	—	—	—	—
Stellaris Wealth Management LLC	—	—	—	—
Stillpoint Capital	—	—	—	—
Synergist Private Wealth LLC	—	—	—	—
TB Sunridge Advisors LLC	—	—	—	—
Texas First Investment Management Company	—	—	—	—
The Financial Chase LLC	—	—	—	—
The Just Company	—	—	—	—
The Tempest Financial Group PLLC	—	—	—	—
Third Generation Capital Management	—	—	—	—
Three-Sixty Wealth Management, LLC.	—	—	—	—
Titan Wealth Advisory, LLC	—	—	—	—
Tiverton Wealth	—	—	—	—
TRG Financial	—	—	—	—
Turning Point Financial Advisory	—	—	—	—
Uniplan Financial Investments Inc.	—	—	—	—
Unitas Partners LLC	—	—	—	—
US Freedom Capital Advisors LLC	—	—	—	—
US Growth Partners, LLC	—	—	—	—
Vessel Financial Planning LLC	—	—	—	—
Vincose Capital Management, LLC	—	—	—	—
Virescent Financial LLC	—	—	—	—
Wagner Wealth Management	—	—	—	—
Waldo.AI, Inc.	—	—	—	—
Wallace	—	—	—	—
Warner Investments, LLC	—	—	—	—
Wealth and Plan	—	—	—	—
Wealth Cairn, LLC	—	—	—	—
Wealth Creators, LLC	—	—	—	—
Wealth Management Institute, Inc.	—	—	—	—
WealthPortrait Financial, LLC	—	—	—	—
Wehling Investment Management	—	—	—	—
Westcenter Advisors Ltd	—	—	—	—
Whisper Wealth Advisors LLC	—	—	—	—
White Sands Family Office LLC	—	—	—	—
Y2K Financial LLC	—	—	—	—
Your Best Move Inc	—	—	—	—
Yuka Corp	—	2	2	—
Ziarnick Financial LLC	—	—	—	—
Bent Tree Trust Advisors, LLC	Low 0%	—	1	—
Caldwell Investment Services LLC	Low 0%	—	1	$35K
Crenshaw Capital Management	Low 0%	—	1	$3.1K
Dallas Money Management LLC	Very High 100%	1	1	$900K
ELR Capital Management, LLC	Low 0%	—	1	$680K
Fox Meadow Financial Planning	Low 0%	—	1	—
GBS Group	Low 0%	—	1	$460K
Gladiator Capital Management	Low 0%	—	1	$180K
Grayton Beach Capital, LLC	Low 0%	—	1	$28K
Hawken Wealth Management	Low 0%	—	1	$3.5M
Hive Wealth Management LLC	Very High 100%	1	1	$280K
Just Advising	Low 0%	—	1	$0
Leftskewed Investment Management, LLC	Very High 100%	1	1	$1.5K
Planb Tax & Wealth Advisors LLC	Low 0%	—	1	$500
Ranchwood Capital Management	Very High 100%	1	1	$930K
Recalibrating Wealth	Low 0%	—	1	—
Rivercrest Investment Advisors, LLC	Very High 100%	1	1	$670K
Stephen F. Hill And Associates L.L.C.	Low 0%	—	1	$45K
Titania Investments LLC	Very High 100%	1	1	$1.2M
Valley Regional Capital Management LLC	Low 0%	—	1	$1.4M
Verite Financial, LLC	Low 0%	—	1	—
Wilkins Advisors, LLC	Low 0%	—	1	$0
Adam Doty Company	Low 0%	—	2	$340K
AEOM Investments, LLC	Very High 100%	2	2	$340K
American Investment Management Group LLC	Low 0%	—	2	$1.8K
Amplified Alpha	Low 0%	—	2	$140K
A Small Investment	Low 0%	—	2	—
Bautista Planning and Analytics, LLC	Low 0%	—	2	$330K
Blue Aris	Low 0%	—	2	—
BluePrism Wealth Management LLC	Low 0%	—	2	$80K
Brio Consulting, LLC	Low 0%	—	2	$0
Chinea Wealth Management LLC	Low 0%	—	2	$270K
Divergent Path Capital Management	Low 0%	—	2	$0
Donald W. Traylor	Low 0%	—	2	$170K
eCapital Advisors, Inc.	Very High 100%	2	2	$7.8M
EnvisionX Capital, LLC	High 50%	1	2	$420K
Esquires Group LLC	Low 0%	—	2	—
Exponential Advisors LLC	Low 0%	—	2	$9.6K
Family Wealth Coaching, LLC	Low 0%	—	2	$21K
Financial Excavation	Low 0%	—	2	$0
Guardant Wealth Advisors LLC	Low 0%	—	2	$9K
Hackberry Capital Management	Low 0%	—	2	$700K
Hoffman Wealth Advisors	Low 0%	—	2	$6.4K
Hyvorian Financial	Low 0%	—	2	$70K
Locus Wealth Management	Low 0%	—	2	$4.3M
Noble Investors LLC	Very High 100%	2	2	$3.4M
Olivehurst Advisors LLC	Low 0%	—	2	—
Phoenix Investment	Very High 100%	2	2	$11K
Priad Investment Advisers, L.L.C.	Very High 100%	2	2	$2.2M
Quantca Financial	Low 0%	—	2	$5.2K
Richards Financial Planning, LLC	Low 0%	—	2	$160K
Sevey Wealth Advisors	Low 0%	—	2	$420K
Stadtler Capital Management, LLC	Very High 100%	2	2	$960K
Synergos Capital Management	Very High 100%	2	2	$2.3M
Synergy Capital Advisors, LLC	High 50%	1	2	$1.1M
Taylor & Taylor Financial Services	Low 0%	—	2	$400K
Texas Assured Financial Planning LLC	Low 0%	—	2	$200K
The Dienekes Corporation	High 50%	1	2	$600K
Triunity Financial Planning, LLC	Low 0%	—	2	$53K
Vitality Planning, LLC	Low 0%	—	2	$3.5M
Wealth IQ	High 50%	1	2	$660K
Weimer Financial Advisors LLC	Low 0%	—	2	—
Woodmont Financial Partners LLC	Low 0%	—	2	—
Woolly Mammoth, LLC	Very High 100%	2	2	$2.6M
American Market Advisors, Inc.	Very High 100%	3	3	$5.4M
Austin National Financial Services	Very High 67%	2	3	$920K
AXON Capital Management	Very High 100%	3	3	$670K
Bayou Bridge Capital Advisors, LLC	High 33%	1	3	$330K
Dutton Financial Planning, LLC	Low 0%	—	3	$180K
Eagle Valley Wealth Management	High 33%	1	3	$180K
Edman Global Investment Management LLC	High 33%	1	3	$1.2M
Eighty Rods Advisors	Low 0%	—	3	$4.9M
Endowe Advisory LLC	Low 0%	—	3	$100
Fidelis FS, LLC	Low 0%	—	3	$940K
Garrett Investment Advisory Services, LLC	Low 0%	—	3	$150K
GWD Capital Management, LLC	Low 0%	—	3	$5.9M
Human Financial	Low 0%	—	3	—
JPL Wealth Management	Low 0%	—	3	$240K
LifeFirst Wealth, LLC	High 33%	1	3	$1.4M
Mercantile Advisors, LLC	Low 0%	—	3	$42K
Midway Partners Capital Management, LLC	Low 0%	—	3	$490K
Monies Wealth LLC	High 33%	1	3	$330K
Parker Prescott Capital Management	Low 0%	—	3	$150K
PRP	High 33%	1	3	$2.8M
Prudent Prosperity	Very High 67%	2	3	$63K
RA Advisory LLC	Low 0%	—	3	$390K
Shift to Impact	High 33%	1	3	$0
Solutia Global, LLC	Low 0%	—	3	—
Wisdom Oak Fund Management LLC	High 33%	1	3	$22K
Absolute Alpha Corp	Very High 100%	4	4	$950K
ARPP	Very High 100%	4	4	$0
CasMilner Consulting LLC	High 50%	2	4	$420K
CRG Wealth, LLC	Typical 25%	1	4	$350K
Dollars & Sense Financial Fitness	High 50%	2	4	$200K
Exponential Wealth Management, LLC	Very High 100%	4	4	$7.9M
Gamboa Capital Management Inc.	Low 0%	—	4	$61K
Gates Wealth Group	Low 0%	—	4	$81K
Hilltop Planning	Low 0%	—	4	$430K
Inclusive Wealth Financial Planning LLC	High 50%	2	4	$230K
IndiWealth	Low 0%	—	4	$460K
JFD Capital, LLC	Very High 100%	4	4	$1.3M
Kell Capital, LLC	Very High 100%	4	4	$880K
Know Your Worth Financial	Low 0%	—	4	$400K
Map to Your Wealth LLC	High 50%	2	4	$970K
Measured Money Maneuvers	Low 0%	—	4	$330K
Overshare	High 50%	2	4	$650K
Resilient Financial Solutions	Low 0%	—	4	$200K
Saber Asset Management	Very High 75%	3	4	$220K
Sawyer Investment Management Company	Low 0%	—	4	$84K
SJL Financial LLC	Low 0%	—	4	$0
Souther Capital Management L.L.C.	Typical 25%	1	4	$1.6M
Stableford Capital Partners	High 50%	2	4	$5.7M
Summa Wealth Management	Low 0%	—	4	—
Tax Pro Advisor	Low 0%	—	4	$170K
Taylor Financial Consulting	Very High 75%	3	4	$200K
Wayfinder Wealth Warriors LLC	Low 0%	—	4	$1.2M
Wealth Keepers	Low 0%	—	4	$84K
AESOP ADVISOR, LLC	Low 0%	—	5	$35K
Agile Wealth LLC	Low 0%	—	5	$190K
Amerina International Capital Management LLC	Low 0%	—	5	$2M
Austec Wealth Management, LLC	Low 0%	—	5	$570K
Bird Dog Trading Corporation	Very High 60%	3	5	$2.4M
Black Raven Investments, LLC	Low 0%	—	5	$840K
Boulevard Investment Management LLC	Very High 80%	4	5	$10M
Bow Stream Investments LLC	Very High 100%	5	5	$2.1M
Broaden Wealth LLC	Very High 60%	3	5	$1.2M
Capital Advice, LLC	Low 0%	—	5	$270K
Cimarron Wealth Management, LLC	Very High 80%	4	5	$2.1M
Crawford Advisory Group, LLC	Very High 100%	5	5	$3.5M
Crews Capital Management, LP	Very High 80%	4	5	$5.8M
Cypress Lane Advisors	Very High 100%	5	5	$1.2M
Dark Horse LLC	Low 0%	—	5	$260K
Dirigo Investment Advisors, LLC	Very High 100%	5	5	$480K
Donovan Legacy Advisors, LLC	High 40%	2	5	$790K
Echo Prudent Capital LLC	Very High 100%	5	5	$2.3M
Five Keys Private Advisors LLC	Very High 100%	5	5	$2M
Flatlands Wealth LLC	Typical 20%	1	5	$500K
Golconda Capital Management, LLC	Typical 20%	1	5	$500K
Grand Life Financial LLC	Very High 100%	5	5	$1.7M
John C. Foti, DBA Experient Portfolio Management	Very High 100%	5	5	$1.5M
J.P. Wealth Management, LLC	Very High 100%	5	5	$16M
Kevin Clariday Investment Advisor	Very High 80%	4	5	$4.4M
Lawrence, Alan	Very High 100%	5	5	$4.9M
L. Cooper Investments	Low 0%	—	5	$790K
LCR Financial Group, LLC	Typical 20%	1	5	$150K
Malone Financial Planning LLC	Low 0%	—	5	$400K
McCary Anheuser Wealth Management, LLC	Very High 60%	3	5	$1.6M
McLean Capital Management	High 40%	2	5	$560K
Millennial Financial Planning	Low 0%	—	5	$51K
Mooring Bay Capital Management	Very High 100%	5	5	$1.7M
Normaltown Financial LLC	Low 0%	—	5	$220K
Oakridge Financial Planning LLC	Low 0%	—	5	$18K
Oceanair Wealth	High 40%	2	5	$97K
Oceanus Research LLC	Very High 100%	5	5	$600K
Pillar Point Wealth Management LLC	Low 0%	—	5	$1M
PI Wealth Plan LLC	Very High 100%	5	5	$4.6M
Portafolio Capital Management	Low 0%	—	5	$280K
Rewbix	Low 0%	—	5	$4K
Round Oak Capital LLC	Very High 100%	5	5	$4.8M
Shalom Global Capital Group LLC	Very High 100%	5	5	$1.9M
Southmore Financial Advisory LLC	Low 0%	—	5	$280K
Tailwind Financial Planning LLC	Very High 80%	4	5	$790K
TopRac Financial LLC	Low 0%	—	5	—
Tradespro LLC	Low 0%	—	5	$32K
Vihar Capital Management	Very High 100%	5	5	$720K
Woodlands Capital Management, LLC	Very High 60%	3	5	$1.1M
WorchesterShire Financial	Low 0%	—	5	$960K
AB Financial Planning and Investments, LLC	Low 0%	—	6	—
Afrobloc	Low 0%	—	6	$11K
AnalyticEdge Finance	Typical 17%	1	6	$860K
Bayview Financial Planning	High 33%	2	6	$530K
Bernstein Financial Advisory	High 33%	2	6	$1.6M
Bison Wealth Management, LLC	High 50%	3	6	$1.6M
Broken Investing, LLC	Low 0%	—	6	$10K
Clarified Wealth Advisory	Very High 100%	6	6	$1.1M
Clym LLC	Low 0%	—	6	$530K
DBG Capital Advisors, LLC	Very High 100%	6	6	$170K
Dynamic Financial Planning	Low 0%	—	6	$150K
EnoughFP LLC	Very High 100%	6	6	—
Everman Prosperity	High 33%	2	6	$340K
Fiduciary Standard, LLC	Very High 100%	6	6	$3M
FINANCIAL FILOSOPHY	Low 0%	—	6	$840K
FLB Capital Management, LLC	Low 0%	—	6	$250K
Goodrich Financial Advisory LLC	Low 0%	—	6	$180K
Granite Research, LLC	Low 0%	—	6	—
Harris Financial Consulting, PLLC	Low 0%	—	6	—
Hart Investment Management, LLC	Very High 100%	6	6	$2.7M
HSP Capital, LLC	Very High 83%	5	6	$1.5M
In-Christ Asset Management, LLC	Low 0%	—	6	$61K
Inked Investments	Low 0%	—	6	$150K
Innovator Wealth Advisor, LLC	Low 0%	—	6	$83K
Interval Capital Management, LLC	Very High 100%	6	6	$1.2M
InverseWealth LLC	Low 0%	—	6	$220K
JCO Advisors LLC	Very High 100%	6	6	$560K

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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