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
EmeraldSpark Investments	Low 13%	7	52	$310K
Halo Capital Management, LLC	Very High 75%	39	52	$890K
Halyard Financial, LLC	Typical 19%	10	52	$630K
Imagine Financial Security LLC	High 52%	27	52	$1.1M
Joseph Wright Investments	Low 6%	3	52	$79K
Karagosian Financial Services, Inc	Typical 23%	12	52	$510K
Millenia Financial Partners, LLC	Very High 63%	33	52	$2.4M
Naworski Investments	Typical 27%	14	52	$870K
New Amsterdam Wealth Planning	High 54%	28	52	$1.3M
SurePath Wealth Management, LLC	Typical 25%	13	52	$270K
Vaulkshire Investment Advisors	Typical 21%	11	52	$380K
VIVCAP LLC	High 54%	28	52	$520K
Yield Financial Advisors	Typical 15%	8	52	$380K
21 St Century Equity Advisors Corporation	High 49%	26	53	$950K
Ascent Fintech LLC	Low 0%	—	53	$91K
Aspired Wealth	Low 2%	1	53	$94K
Entrust Parable Capital, LLC	Typical 28%	15	53	$600K
Epiphany Wealth Management	Typical 19%	10	53	$570K
Geddi Capital LLC	Low 0%	—	53	$58K
Helios Wealth Advisors, LLC	High 40%	21	53	$1.7M
Katz-Moses Financial LLC	Typical 17%	9	53	$480K
Lander & Associates Inc	Very High 72%	38	53	$3.6M
Long River Investment Management LLC	Very High 79%	42	53	$1.5M
Oak Capital Advisors	High 47%	25	53	$3.2M
Palm Valley Wealth Management LLC	Low 13%	7	53	$490K
Park 64 Capital, LLC	Low 0%	—	53	$410K
Sagepointe Advisors LLC	Very High 77%	41	53	$1.2M
Staib Financial Planning, LLC	Very High 83%	44	53	$2.2M
Suttle Crossland Wealth Advisors, LLC	High 57%	30	53	$1.9M
Voorman Investment Counsel LLC	Low 13%	7	53	$420K
Xenith Capital	High 38%	20	53	$550K
Asset Management Corporation	Low 0%	—	54	$2M
Bigham Wealth Advisory LLC	Low 4%	2	54	$210K
Devil Mountain Investment Management	High 33%	18	54	$790K
EZ Financial Group Inc.	Low 0%	—	54	$140K
Face 2 Face Financial Planning, LLC	Low 2%	1	54	$550K
Forthright Finances LLC	Low 0%	—	54	$530K
Million Pebbles	Low 4%	2	54	$140K
Optimal Wealth Advisors, LLC	Typical 15%	8	54	$250K
Probitas Financial	High 35%	19	54	$1.3M
Runnymede Capital Advisors, Inc.	Typical 30%	16	54	$3.1M
Tooth & Coin Wealth	High 33%	18	54	$410K
ADS Wealth Management LLC	Low 0%	—	55	$280K
Aetolia Capital LLC	Very High 76%	42	55	$810K
AJD Wealth	Typical 15%	8	55	$440K
Alpha Private Wealth Advisors LLC	Very High 91%	50	55	$360K
Beyond Balanced Financial Planning, LLC	Typical 16%	9	55	$380K
Bona Fide Wealth	Very High 73%	40	55	$2.6M
Cambridge Advisors, LLC	High 42%	23	55	$740K
Dreamwork Financial Group	Typical 22%	12	55	$240K
D&S Wealth Management Group	Typical 27%	15	55	$910K
Flow Financial Planning, L.L.C.	High 40%	22	55	$1.7M
GA Bishop and Associates, LLC	Very High 64%	35	55	$0
Indfin LLC	Very High 67%	37	55	$2.3M
Longview Advisors, LLC	Very High 78%	43	55	—
Monroe Wealth Management LLC	Very High 78%	43	55	$1.3M
Planning for Progress	Typical 22%	12	55	$480K
Prolific Solutions	Very High 75%	41	55	$1.6M
Slate Peak Financial Services, LLC	Very High 65%	36	55	$430K
SM Scherr Financial LLC	Very High 75%	41	55	$1.9M
Spring Delta Asset Management, LLC	Typical 25%	14	55	$270K
Stranberg Capital LLC	High 44%	24	55	$1.7M
Valentine Investments, LLC	High 36%	20	55	$560K
Wealth Logic, LLC	Very High 100%	55	55	$0
Well Spent Wealth Planning	Typical 22%	12	55	$740K
21:5 Advisors, LLC	Very High 64%	36	56	$650K
Adair Financial Private Client Group	High 43%	24	56	$1.4M
Assurance Wealth Management	High 34%	19	56	$670K
Bon Investments, LLC	High 55%	31	56	$1.3M
Davis Financial Management, Inc.	Very High 91%	51	56	$1.7M
Delgado Private Wealth Management LLC	Typical 27%	15	56	$700K
Hudson Oak Wealth Advisory LLC	High 52%	29	56	$2.4M
Method Finance, LLC	High 36%	20	56	$980K
Perkins Wealth Advantage	High 55%	31	56	$1.8M
Piedmont Private Wealth, LLC	Low 9%	5	56	$1.9M
San Gabriel Capital	Typical 21%	12	56	$400K
Tortoise Wealth Management	Low 13%	7	56	$200K
True Horizon Wealth Advisors, LLC	High 36%	20	56	$930K
Wealth Engineering, LLC	Very High 64%	36	56	$3.1M
Baughman Financial Group	High 42%	24	57	$1.3M
Capable Wealth, LLC	Low 14%	8	57	$370K
CRB Strategic Services LLC	High 47%	27	57	$1M
Easan Katir Wealth Management	Typical 28%	16	57	$160K
Linx Equities, LLC	High 47%	27	57	$760K
Old Oak Advisors, LLC	Low 0%	—	57	$410K
Personal Financial Partners	Low 9%	5	57	$370K
Prominent Financial Planning LLC	Typical 25%	14	57	$730K
QED Wealth Solutions	Low 9%	5	57	$380K
RK Asset Management	High 56%	32	57	$1.2M
Sarsi, LLC	High 51%	29	57	$810K
APPS Wealth Management, Inc.	Low 0%	—	58	—
Asset Solutions	Low 14%	8	58	$210K
AtlanticMidwest Investment Research, LLC	Low 0%	—	58	$490K
Birch Point Wealth Management LLC	High 40%	23	58	$710K
ComposedPro, Inc.	High 57%	33	58	$760K
Deramus Wealth Management, LLC	Typical 29%	17	58	$560K
Flattery Wealth Management LLC	Low 5%	3	58	$300K
Luskin Financial Planning	Very High 100%	58	58	$0
Monarch Asset Management LLC	Typical 17%	10	58	$1.3M
Moore Investment Partners, LLC	High 41%	24	58	$1.3M
Percy E. Bolton Associates, Inc.	Low 0%	—	58	$570K
Prairie Ridge Asset Management, LLC	Typical 28%	16	58	$1.1M
Registered Investment Advisors, LLC	Very High 81%	47	58	$680K
Retirement Strategies	Low 0%	—	58	$120K
Terrion Advisors, Inc.	Typical 22%	13	58	$510K
Viewpoint Advisory, LLC	Very High 64%	37	58	$1.8M
Stewardship Wealth Advisors	Typical 29%	34	117	$800K
Askeladden Capital	Very High 92%	54	59	$780K
Bergland Wealth Management, Inc.	High 36%	21	59	$1.5M
Blackhawk Wealth Advisors	Very High 63%	37	59	$1.1M
Charis Legacy Partners	Very High 63%	37	59	$2.2M
CIO Wealth Management, Inc.	Very High 61%	36	59	$1.1M
CWOS for Hire	Typical 25%	15	59	$760K
Deliberate Finances	Typical 24%	14	59	$280K
Epic Financial, LLC	Typical 25%	15	59	$740K
Financial Planning Associates, Inc.	High 34%	20	59	$510K
Financial Planning Associates, LLC	High 56%	33	59	$1.3M
Gantt Financial Advisors, LLC	Low 12%	7	59	$390K
Goggans Group Inc	Low 12%	7	59	$270K
Helm Financial Planning LLC	High 56%	33	59	$1.5M
Joshi Capital Management, LLC	Typical 22%	13	59	$250K
Lucid Wealth Planning LLC	High 51%	30	59	$1.7M
Masani Wealth Management, LLC	High 42%	25	59	$860K
Myra Wealth	High 54%	32	59	$1.1M
North Scottsdale Wealth Advisors, LLC	High 42%	25	59	$1.1M
Sound Planning and Investments, LLC	High 47%	28	59	$1.7M
Agora Investments	Low 0%	—	60	$170K
A-Team Advisors	Very High 58%	35	60	$1.2M
Atlantic Retirement & Wealth Advisors LLC	Typical 32%	19	60	$750K
Avenue Retirement Services	Low 8%	5	60	$460K
Avenues Wealth, LLC	High 42%	25	60	$1.3M
Black Creek Wealth Management, LLC	Typical 28%	17	60	$560K
BluePrint Private Wealth Management LLC	Very High 67%	40	60	$1.6M
Bucher Wealth Advisors	Very High 75%	45	60	$2.4M
Chris Reddick Financial Planning	Typical 25%	15	60	$0
Collins Wealth Management	Low 0%	—	60	$60K
Confiance, Financial & Investment Advisors	Low 0%	—	60	$510K
Convergence Wealth Partners LLC	Low 7%	4	60	$290K
Cove Financial Planning, LLC	High 42%	25	60	$1.6M
Encover Personal Finance	Low 0%	—	60	—
Greystone Investment Advisors, Inc.	Typical 20%	12	60	$390K
Heintz Wealth Management, LLC	High 35%	21	60	$1.3M
Intuitive Wealth Management, LLC	Typical 32%	19	60	$750K
John Line, CPA, Inc.	Very High 100%	60	60	$1.1M
JSB Capital Management, LLC	Low 12%	7	60	$170K
Julius Wealth Advisors, LLC	High 37%	22	60	$840K
Kronos Wealth Management	Low 10%	6	60	$450K
Opportunity Investment Group, LLC	Typical 28%	17	60	$1M
Orser Investment Advisors, Inc.	Typical 28%	17	60	$670K
St. Michaels Asset Management	Low 0%	—	60	$63K
VOLKMAN Wealth Management, LLC	High 40%	24	60	$1.2M
Wesling Financial Planning Services Corp.	Low 0%	—	60	$950K
Women's Worth Advisors	Low 0%	—	60	$430K
Ascension Wealth Advisors, LLC	Low 13%	8	61	$420K
Attainable Wealth LLC	Low 0%	—	61	—
BFG Wealth Management LLC	Low 13%	8	61	$610K
CST Financial Advisory LLC	High 33%	20	61	$400K
Greenville Capital	Very High 62%	38	61	$660K
Harris & Associates	Low 11%	7	61	$610K
Level Up Financial Planning, LLC	Typical 16%	10	61	$120K
Liberty Advisers Inc.	Low 13%	8	61	$330K
L.J. Brey, Inc.	Very High 61%	37	61	$1.9M
Matterhorn Financial Planning	Very High 64%	39	61	—
NextGen Wealth	High 52%	32	61	$1M
One XVI Wealth	High 41%	25	61	$860K
RJG Financial	High 52%	32	61	$990K
Rowley Financial LLC	Typical 30%	18	61	$880K
Seren Wealth Advisors, LLC	High 44%	27	61	$700K
The Western Wealth Group, Inc.	Very High 69%	42	61	$1.8M
Vomund Investment Management, LLC	High 46%	28	61	$1M
Delphi Advisers	High 47%	29	62	$530K
Fiduciary Wealth Management, LLC.	Low 0%	—	62	$89K
Financial Edge	Typical 16%	10	62	$820K
Highball Advisors	Low 0%	—	62	$1.2M
NXT:GEN Financial Planning	Low 8%	5	62	$400K
Palmetto Coast Advisors, Inc.	High 35%	22	62	$710K
Ridgeback Financial LLC	Typical 16%	10	62	$470K
Sage Path Solutions	Typical 31%	19	62	$1.2M
SJ Capital Management LLC	High 56%	35	62	$1.5M
Springsteel Investment Advisors, LLC	High 42%	26	62	$920K
ALG Financial	Low 10%	6	63	$340K
Ball Investments Corporation	Low 0%	—	63	$63K
Elemental Capital Partners LLC	Very High 76%	48	63	$3.1M
Empower Financial	Typical 24%	15	63	$0
Exhale Wealth	Typical 32%	20	63	$980K
FireHorse Strategic Investing, LLC	High 56%	35	63	$870K
Manley Capital Management, LLC	Typical 24%	15	63	$610K
MKN Wealth Management LLC	Very High 92%	58	63	$540K
Oakmont Financial Services, L.L.C.	Low 0%	—	60	$600K
Orchard Financial	Typical 30%	19	63	$350K
Triumph Private Wealth	Typical 27%	17	63	$360K
46 North Financial	Typical 27%	17	64	$910K
Association Financial Services, LLC	Low 0%	—	64	$63K
Avinci Wealth Management, Inc.	Low 8%	5	64	$160K
Belle River Capital Management LLC	Low 0%	—	64	$710K
Chanakya Business Ventures LLC	High 48%	31	64	$170K
CKHFinancial LLC	Low 0%	—	64	$42K
Eagle Grove Advisors LLC	Typical 19%	12	64	$720K
Fairview Financial LLC	Very High 63%	40	64	$830K
Forthright Family Wealth Advisory LLC	Very High 70%	45	64	$3M
Fulbright Financial Consulting, PA	High 42%	27	64	$1.1M
JHM Asset Management, LLC	Low 0%	—	64	$390K
Katam Hill LLC	High 50%	32	64	$640K
Pioneer Financial Advisors	Low 0%	—	64	$490K
Sparrow Wealth Management	Very High 81%	52	64	$2.1M
Taylors Financial	Low 6%	4	64	$350K
True Square Financial LLC	Very High 91%	58	64	$2.7M
W.A. Griffin Financial Services Inc.	Typical 17%	11	64	$230K
Wilson Investment Advisory Services, LLC	High 50%	32	64	$900K
Amplio Wealth Management, Inc.	Low 0%	—	65	$480K
AP Investment Management	High 42%	27	65	$650K
Braintrust Capital, LLC	Very High 63%	41	65	$1.5M
Crespo Capital LLC	Low 8%	5	65	$410K
Drazga Wealth Advisors, LLC	High 38%	25	65	$1M
Finlayson Financial Planning, Inc.	Typical 15%	10	65	$170K
Fire Wealth Management, LLC	Typical 29%	19	65	$750K
Globe & Anchor Wealth Management & Financial Planning, LLC	High 34%	22	65	$870K
Gross Domestic Product, Inc	Very High 60%	39	65	$2M
Mcn Investment Management Co.	Typical 23%	15	65	$1.4M
Narrow Path Financial Inc.	High 40%	26	65	$950K
National Christian Financial Advisors, Inc.	Low 0%	—	65	$130K
Saranap Wealth Advisors	Typical 26%	17	65	$1.2M
Seaport Financial Planning, LLC	Very High 69%	45	65	$850K
Truvestor Wealth Management	High 55%	36	65	$1.1M
VBL Advisors LLC	Very High 100%	65	65	$1.3M
Achieve Retirement & Wealth Management, LLC	Very High 70%	46	66	$1.1M
APEX Wealth Management	High 41%	27	66	$720K
Ascend Wealth Advisors, LLC	High 47%	31	66	$620K
Cumbie Advisory Services, Inc	Low 0%	—	66	—
Delaware Financial Planning, LLC	Very High 82%	54	66	—
Fairway Asset Management, Inc.	High 33%	22	66	$810K
Fiduciary Wealth	Low 0%	—	66	$230K
Kay Investments, Inc.	Typical 30%	20	66	$920K
KJ Capital Management LLC	Very High 68%	45	66	$1.6M
R. Seeger Wealth Management, Ltd	High 45%	30	66	$1.1M
Step by Step Financial, LLC	Typical 24%	16	66	$860K
Unger Financial	Typical 23%	15	66	$250K
US 1st Wealth Management	Low 2%	1	66	$0
Zurich Awes Financial Management, LLC	Typical 17%	11	66	$400K
ATI Wealth Partners, LLC	Typical 22%	15	67	$440K
Burge Financial	Low 10%	7	67	$220K
Financial Cornerstones, LLC	High 43%	29	67	$1.2M
Fortitude Wealth Management L.L.C.	Typical 22%	15	67	$740K
Girdwood Capital LLC	High 39%	26	67	$660K
Glean Financial, Inc.	Typical 19%	13	67	$200K
Guardian Capital Group LLC	Low 3%	2	67	$200K
Lance Parker Wealth Management	Typical 15%	10	67	$440K
Mac Adams Wealth Advisors, LLC	Typical 30%	20	67	$670K
One Wealth Planning LLC	Typical 25%	17	67	$600K
On the Trail Financial Planning, LLC	High 55%	37	67	$1.3M
PCK Investments	Low 0%	—	67	$480K
Rollingwave Capital	High 40%	27	67	$310K
SCS Asset Management, Inc.	Low 12%	8	67	$450K
Selah Wealth Advisors	Low 0%	—	67	$140K
Steven Ayers & Company	High 42%	28	67	$1.3M
The Raffin Group LLC	High 33%	22	67	$400K
Waller Financial Coaching	Very High 85%	57	67	$1.3M
ACE Wealth Partners, LLC	High 47%	32	68	$1.1M
Bogue Asset Management LLC	High 44%	30	68	$1.4M
Focal Point Financial Group	Typical 24%	16	68	$220K
Goal Line Wealth Management, Inc.	Very High 69%	47	68	$1M
Heartwood Financial Services	High 38%	26	68	$1.2M
Integrity First Planners, Inc.	Typical 26%	16	59	$740K
Madrona Wealth Management LLC	Typical 32%	22	68	$1M
Meridian Wealth Management, Inc	Very High 72%	49	68	$1.5M
Mount Financial Freedom	High 37%	25	68	$960K
Objective Wealth, LLC	Typical 29%	20	68	$1.1M
Sunsage Capital Management	Typical 21%	14	68	$230K
Sweetgum Laboratories LLC	Low 12%	8	68	$200K
The Hatlestad Group	Typical 22%	15	68	$700K
Traction Wealth Management, LLC	Low 9%	6	68	$230K
369 Financial LLC	Low 0%	—	69	$190K
Behlke Financial	Low 0%	—	69	$420K
EDM Capital, LLC	Typical 28%	19	69	$840K
Heights Investment Partners, LLC	Very High 75%	52	69	$1.3M
Kedrec LLC	Low 13%	9	69	$490K
Krishna Wealth Planning	Very High 64%	44	69	$540K
Lockerman Financial Group, Inc.	High 51%	35	69	$1.6M
New Wave Financial Services	Very High 72%	50	69	$1.8M
Reatherford Wealth Management LLC	Low 9%	6	69	$230K
Reh Wealth Advisors LLC	High 57%	39	69	$1.6M
St Bernard Asset Management, Inc.	Low 4%	3	69	$400K
Stonecreek Private Wealth, LLC	Very High 90%	62	69	$2.8M
Trove Investment Advisors LLC	Low 0%	—	69	$56
Aries Financial Navigators, Inc.	Typical 30%	21	70	$1.2M
Cates FP, Cates Tax Advisory	Typical 30%	21	70	$690K
Checkpoint Financial Planning	Typical 29%	20	70	$0
Drost Financial	Typical 19%	13	70	$610K
Financial Professionals Incorporated	Typical 16%	11	70	$290K
Financial Serenity, LLC	Low 0%	—	70	$140K
Heritage Wealth	Typical 21%	15	70	$790K
Horizons Financial Planning	Low 6%	4	70	$1M
Insight Advisors NW, LLC	Typical 30%	21	70	$550K
Light Capital Management LLC	Very High 59%	41	70	$1.2M
Lockwood Wealth Strategies, LLC	High 43%	30	70	$1.2M
Logbook Financial Planning, LLC	Very High 81%	57	70	$1.2M
Owens Investment Advisors LLC	Low 11%	8	70	$220K
Prevail Financial Partners, LLC	High 39%	27	70	$910K
Richardson Financial, Inc.	Low 1%	1	70	$290K
Sound Investments Inc.	Low 0%	—	70	$260K
Strubel Investment Management, LLC	Typical 16%	11	70	$740K
Triflame Capital	Typical 17%	12	70	$390K
Venture Forth Financial	High 41%	29	70	$1.5M
Arkell Asset Management, LLC	High 39%	28	71	$1.1M
Domask Wealth Management, LLC	High 42%	30	71	$1.5M
Faithful Steward Wealth Management, Inc.	Low 1%	1	71	$140K
Financial Planning Partners	Typical 32%	23	71	$770K
HCP Wealth Planning, LLC	Low 0%	—	71	—
Jardine Financial Group	Very High 93%	66	71	$1.1M
JB Financial Services, Inc.	Typical 15%	11	71	$520K
Long View Financial Services, Inc	Typical 30%	21	71	$930K
MarketStrats, LLC	High 42%	30	71	$660K
OWL and ORE Wealth Planning	High 34%	24	71	$810K
Remote Financial Planner, LLC	Very High 79%	56	71	$1.2M
The Stewardship Solution	Typical 17%	12	71	$210K
Valuealigned Partners	Typical 30%	21	71	$1.1M
Argent Wealth Management, Inc.	Very High 78%	56	72	$2.4M
Contrary Investment Advisors	High 47%	34	72	$1.3M
Force Acres, LLC	Typical 18%	13	72	$480K
Fremont Wealth Management, LP	High 54%	39	72	$520K
Great Lakes Retirement Planning LLC	Low 0%	—	72	$92K
Johnson Dunn Capital Advisors, Inc.	High 46%	33	72	$1.8M
Legacy Advisory Group, Inc	High 33%	24	72	$670K
MESA Wealth Management	Typical 28%	20	72	$240K
Money Holistics	Low 11%	8	72	$380K
MULTUS Asset Management	Low 3%	2	72	$130K
RMR Capital Management LLC	Very High 63%	45	72	$2.4M
Valoir Wealth LLC	High 43%	31	72	$1M
WGS Management Services, Inc	Low 13%	9	72	$570K
Zenith Financial Planning Inc	High 38%	27	72	$590K
Afrasiab Wealth Solutions, LLC	Low 0%	—	73	$270K
Arrowhead Asset Management	Low 0%	—	73	$620K
ATX Portfolio Advisors, LLC	Very High 67%	49	73	$1.3M
Charleston Wealth Advisors	High 51%	37	73	$1.1M
DES Financial Group, LLC	High 45%	33	73	$470K
Harper Asset Management, LLC	Typical 19%	14	73	$630K
Intuitivo LLC	Low 8%	6	73	$73K
Mrd, Inc.	Very High 58%	42	73	$2.5M
Oakwater Financial	Low 11%	8	73	$210K
Solaris Private Wealth Management	High 33%	24	73	$630K
Tao Financial	Low 14%	10	73	$190K
Ultra Advisory Group	High 48%	35	73	$1.9M
Broadview Wealth Management, LLC	High 43%	32	74	$1.8M
Corlett Financial, Inc.	Low 12%	9	74	$420K
DRW Financial	Typical 28%	21	74	$830K
Elite Wealth Management	High 39%	29	74	$1.1M
Global Wealth Advisors LLC	High 51%	38	74	$1.4M
Insignia Wealth Advisory	Typical 18%	13	74	$310K
JPS Global Investments, LLC	Typical 23%	17	74	$880K
McCurdy Financial Solutions	Typical 26%	19	74	$360K
Overlook Park Wealth, LLC	Low 0%	—	74	$110K
Sapphire Wealth Consulting, Inc.	Typical 32%	24	74	$650K
Studdard Financial, LLC	Low 9%	7	74	$370K
Tringle Jr., John R.	Low 8%	6	74	$180K
Wax Asset Management LLC	Very High 78%	58	74	$2.4M
Whitestone Wealth Advisors, LLC	Low 1%	1	74	$250K
Block Wealth Management, Inc	Very High 63%	47	75	$1.5M
Bolgiano Capital Management	Low 11%	8	75	$460K
CDS James Investments, LLC	Typical 24%	18	75	$650K
Conklin Shure Financial	Low 0%	—	75	—
Graf Financial, L.L.C.	Typical 27%	20	75	$1.1M
Investments By Design, Inc	Low 12%	9	75	$610K
Musleh Wealth Management LLC	Typical 23%	17	75	$540K
NGP Financial Planning, LLC	High 40%	30	75	$1.7M
NTACT Retirement Solutions	Low 13%	10	75	$390K
Sagamore Wealth Management, LLC	Low 0%	—	75	$310K
True Fiduciary Capital, LLC	Very High 100%	75	75	$1.3M
William B. Larson, CPA, LLC	Low 7%	5	75	$0
Your Financial Advocate, LLC	High 37%	28	75	$1M
Apprise Wealth Management LLC	Very High 66%	50	76	$1.4M
Carmichael Creel Investments	High 49%	37	76	$1.6M
FlexHedz Group LLC	Very High 74%	56	76	$190K
Genereux Investment Management, Inc.	Very High 71%	54	76	$1.7M
Granada Wealth Management, LLC	Very High 61%	46	76	$2.3M
I-Squared Wealth Management, Inc.	Very High 59%	45	76	$830K
McWhorter Capital Investments	Typical 32%	24	76	$520K
RFG Capital Management, LLC	Low 0%	—	76	—
Southern Magnolia Investment Management LLC	Low 1%	1	76	$200K
Ten Talents Asset Management	Typical 18%	14	76	$460K
Winten Investment Partners, LLC	Low 3%	2	76	$230K
Zion Financial Planning, LLC	Low 13%	10	76	$110K
Dependent Financial Planning	Typical 22%	17	77	$540K
Eagleson Arndt Financial Advisors	Typical 24%	37	154	$680K
Julien Planning, LLC	Low 9%	7	77	$480K
J.W. Advisors Inc.	Typical 22%	17	77	$1.2M
JY Capital Management	Low 0%	—	77	$500K
Linden Wealth Management LLC	High 48%	37	77	$1.1M
Newmyer Wealth Management	High 48%	37	77	$660K
Rutherford Asset Planning, Inc.	High 53%	41	77	$2.4M
Sample Financial Advisers, LLC	Low 3%	2	77	$270K
Spurr Financial Planning, Inc.	Low 4%	3	77	$1.4M
Turtle Creek Wealthcare	Typical 31%	24	77	$6.9K
3 Rd Street Capital Management L.L.C.	Typical 28%	22	78	$720K
Drew Wealth Management	High 49%	38	78	$1.2M
Indy Wealth Solutions, LLC	Low 0%	—	78	$76K
Irish Capital LLC	Low 10%	8	78	$100K
Lynn H. Orr Capital Management Group, Inc.	Typical 29%	23	78	$1.2M
Meridian Wealth Advisors, LLC	Very High 62%	48	78	$2M
Momentum Private Wealth Management	High 36%	28	78	$920K
Southwestern Advisory Group LLC	High 38%	30	78	$500K
Vision Tech Financial Advisors	Low 12%	9	78	$360K
WTO Advisors, LLC	Typical 18%	14	78	$1M
Balanced Wealth Management	Low 0%	—	79	—
Bluechip Financial Planning, Inc.	Low 0%	—	79	$480K
Delphi Wealth Partners	High 41%	32	79	$650K
Plentiful Wealth, LLC	Typical 18%	14	79	$560K
Wolfstich Capital, LLC	Very High 70%	55	79	$2M
Cabildo Capital LLC	Very High 74%	59	80	$830K
EmboldenFP	Low 0%	—	80	—
Hilpan Moxie Wealth Management, LLC	High 41%	33	80	$1.2M
INAEYA Wealth Management LLC	Low 0%	—	80	$380K
Lakeland Wealth Management LLC	High 39%	31	80	$440K
LTS Financial Group	Low 0%	—	80	$200K
Prakash Investment Advisors LLC	Very High 76%	61	80	$1.9M
Smart Choice Financial Planning, Inc.	Low 0%	—	80	$1.2M
Total Wealth Solutions	Very High 75%	60	80	$1.8M
Wealth Architects, LLC	Low 0%	—	80	—
Conway Partners	Very High 86%	70	81	$1.8M
Durham Wealth Management, LLC	Low 6%	5	81	$340K
Providence Asset Management LLC	High 54%	44	81	$1.2M
AECH Financial	Low 6%	5	82	$290K
Arete Advisors	High 37%	30	82	$520K
Boreal Advisors LLC	Typical 18%	15	82	$700K
Brink Financial Group, Inc.	Low 5%	4	82	$260K
Cypress Wealth Advisors, LLC	Very High 100%	82	82	$960K
Double Eagle Wealth Management LLC	Very High 76%	62	82	$900K
Financial Pathway LLC	Low 9%	7	82	$180K
Focus Planning Group	Low 9%	7	82	$510K
Investor's Advantage	Typical 30%	25	82	$1.2M
Marc C Helfrich Registered Investment Advisor	Low 11%	9	82	$410K
Wealthmark Advisory Group, LLC	High 39%	32	82	$1M
364 Investing, LLC	Low 1%	1	83	$26K
Educated Solutions	Low 4%	3	83	$610K
Evans Wealth Management	High 57%	47	83	$1.2M
Fiducia Wealth Management	Low 14%	12	83	$300K
Melotte Financial Advisors	Very High 60%	50	83	$1.2M
P38 Enterprises, Inc.	Typical 30%	25	83	$1.2M
Phibbs Financial	Low 2%	2	83	$320K
The Hourly Advisor LLC	Low 0%	—	83	—
Zetlmaier Wealth Management LLC	Typical 27%	22	83	$530K
Christman Financial Advisors LLC	Typical 19%	16	84	$430K
Fox Financial Services, Inc.	High 37%	31	84	$1.3M
Kairos Capital Management, LLC	High 43%	36	84	$1.3M
Klocke Capital Group, LLC	Typical 19%	16	84	$940K
Majestic Oak Financial, LLC	Low 10%	8	84	$610K
N Financial Plans	Typical 18%	15	84	$550K
Pulse Wealth	Typical 17%	14	84	$600K
Vision Financial Services LLC	Typical 15%	13	84	$410K
Williams Financial Planning, Inc.	Low 6%	5	84	$350K
Alpha Strategies Corporation	Typical 18%	15	85	$630K

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