HNW client percentage for Independent firms serving clients in Texas

High-net-worth (HNW) client percentage represents the share of a firm’s clients who meet the SEC’s high-net-worth threshold, indicating the type of clientele a firm primarily serves. For independent firms, which typically consist of a solo advisor or a very small team, this metric varies widely. A higher percentage suggests a focus on wealthier clients with more complex financial needs, while a lower percentage points to broader access for clients with more modest assets.

In Texas, independent firms show a median HNW client percentage of 23.08%, which is somewhat higher than the broader national median of 18.18%. With nearly 3,000 independent firms in the state, the distribution ranges from firms serving mostly non-HNW clients to those focused heavily on high-net-worth individuals. This spread reflects the diversity of practices in Texas—from advisors catering to emerging wealth and local professionals to boutique firms specializing in complex, multi-generational wealth management. The variation suggests that some firms are still growing their HNW client base, while others have long been established as high-net-worth specialists.

For you, understanding a firm’s HNW client percentage helps clarify whether its services align with your financial situation and goals. A higher percentage often means higher minimum investment requirements and more personalized, intricate planning, whereas a lower percentage may offer more accessible entry points with standardized services. This metric is one of several to consider when evaluating advisors, helping you find the best fit for your needs and circumstances.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Independent firms active in Texas 2,576 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-33%

High 33%-60%

Very High 60%-100%

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

Median: 23%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Resolute Retirement Consulting	High 44%	7	16	$5.1M
DRM Wealth Management	High 44%	50	114	$960K
Chalk Creek Partners, LLC	High 44%	11	25	$720K
Stone Ridge Advisors	High 44%	11	25	$1.6M
Columbia Benefits, LLC	High 44%	48	109	$880K
Family Investment Management L.P.	High 44%	38	86	$340K
Benzina Wealth, LLC	High 44%	16	36	$550K
Boddington Capital, LLC	High 44%	8	18	$1.5M
Certified Wealth Management & Investment LLC	High 44%	8	18	$1.4M
Dorsey Wealth Management, LLC	High 44%	16	36	$1.6M
Enloe Financial Advisory LLC	High 44%	12	27	$1.5M
Fortress Capital Advisors	High 44%	8	18	$800K
McCullough Wealth Management LLC	High 44%	4	9	$1.2M
T.H. Rapko & Company, LLC	High 44%	16	36	$940K
Lee-Way Financial Services, Inc	High 45%	46	103	$1.2M
Blue Tower Asset Management, LLC	High 45%	21	47	$1.1M
Humane Investing, LLC	High 45%	21	47	$470K
Stamford Bridge Wealth Management LLC	High 45%	13	29	$670K
Stroud Investment Consulting	High 45%	13	29	$1.9M
Bogue Asset Management LLC	High 45%	31	69	$1.5M
MVK Financial Planning, LLC	High 45%	9	20	$580K
Saliba Asset Management L.L.C.	High 45%	23	51	$930K
Stranberg Capital LLC	High 45%	23	51	$2M
Isgrig Capital Asset Management, LLC	High 45%	56	124	$0
DES Financial Group, LLC	High 45%	33	73	$470K
Planning Within Reach, LLC	High 45%	19	42	$170K
Anchory, LLC	High 45%	5	11	$580K
Crimson Wealth	High 45%	5	11	$930K
King Capital Management LLC	High 45%	5	11	$2M
Mari Legacy Group, LLC	High 45%	10	22	$1.4M
R. Seeger Wealth Management, Ltd	High 45%	30	66	$1.1M
Richwood Investment Advisors, LLC	High 46%	71	156	$990K
Advanced Financial Management, Inc.	High 46%	84	184	$120K
Anchor Wealth Management, LLC	High 46%	48	105	$940K
Design Asset Management, LLC	High 46%	16	35	$580K
NN Investment Advisory, LLC	High 46%	16	35	$200K
Tomas A. Blanno and Company, LLC	High 46%	16	35	$820K
Johnson Dunn Capital Advisors, Inc.	High 46%	33	72	$1.8M
Stanhouse Financial Planning and Management, LLC	High 46%	22	48	$690K
Vomund Investment Management, LLC	High 46%	28	61	$1M
Trinity Asset Management, Inc.	High 46%	17	37	$1.5M
Gary L. Greenberg	High 46%	29	63	$2M
Annova LLC	High 46%	12	26	$560K
Apis Wealth, LLC	High 46%	18	39	$1.2M
Avance Private Wealth LLC	High 46%	24	52	$1.1M
Cairn Financial Advisors, LLC	High 46%	12	26	$680K
Dhamma Capital	High 46%	24	52	$1.5M
TBMS Wealth LLC	High 46%	6	13	$720K
Columbus Street Wealth Management, LLC	High 46%	38	82	$1.7M
Cross Financial Strategies, LLC	High 46%	19	41	$730K
360 Aviation Advisors, LLC	High 46%	13	28	$340K
Granite State Capital Management, LLC	High 46%	13	28	$310K
Collier Financial, Inc	High 47%	80	172	$930K
Kelly Financial Group LLC	High 47%	62	133	$670K
Carrington Financial Planning, LLC	High 47%	14	30	$650K
Innovative Financial Solutions, Inc.	High 47%	42	90	$1M
Lampe Financial Group LLC	High 47%	21	45	$1.2M
Safe Landing Financial	High 47%	7	15	$820K
Delphi Advisers	High 47%	29	62	$530K
Brae Head, Inc.	High 47%	22	47	$1.8M
Sage Wealth Consulting, LLC	High 47%	15	32	$370K
Ascend Wealth Advisors, LLC	High 47%	31	66	$620K
ACE Wealth Partners, LLC	High 47%	32	68	$1.1M
Freeman Global Investment Counsel	High 47%	8	17	$820K
Wealth Transitions, LLC	High 47%	24	51	$900K
Oak Capital Advisors	High 47%	25	53	$3.2M
Contrary Investment Advisors	High 47%	34	72	$1.3M
Huron Investment Management, Inc.	High 47%	17	36	$660K
Treeline Financial Planning	High 47%	17	36	$490K
Polaris Financial Planning, LLC.	High 47%	61	129	$1.2M
CRB Strategic Services LLC	High 47%	27	57	$1M
Linx Equities, LLC	High 47%	27	57	$760K
Olive Tree Asset Management	High 47%	9	19	$660K
Sound Planning and Investments, LLC	High 47%	28	59	$1.7M
Financial Elements, Inc	High 48%	58	122	$1.6M
Fresh Bread Investments, LLC	High 48%	10	21	$900K
Promenade Wealth	High 48%	20	42	$1.9M
Mark Muecke Capital Management, LLC	High 48%	21	44	$870K
DH Asset Management, LLC	High 48%	11	23	$1.6M
Ultra Advisory Group	High 48%	35	73	$1.9M
First Look Capital Management, LLC	High 48%	47	98	$1.2M
KALTBAUM Capital Management	High 48%	109	227	$490K
Dean Financial Advisory, LLC	High 48%	13	27	$1.4M
Lariat Wealth Management	High 48%	13	27	$1.4M
Three Main Points LLC	High 48%	13	27	$530K
Carmichael Creel Investments	High 49%	37	76	$1.6M
Comal Wealth Management	High 49%	20	41	$800K
The Wealth Collective, LLC	High 49%	24	49	$800K
Troutman Wealth	High 49%	49	100	$1.5M
Azzendo Wealth Advisors	High 49%	50	102	$1.7M
21 St Century Equity Advisors Corporation	High 49%	26	53	$950K
Broadhurst Financial Advisors, Inc.	High 49%	29	59	$2.2M
Derive Wealth	High 50%	62	125	$1.1M
MD Wealth Advisors Inc	High 50%	81	163	$560K
ABEL Financial Management Co.	High 50%	42	84	$1.4M
ACI Wealth Advisors	High 50%	15	30	$1.4M
Age Wisely Financial	High 50%	8	16	$0
AlphaVista Asset Management LLC	High 50%	2	4	$1.8M
Atai Capital Management LLC	High 50%	6	12	$110K
Balser Wealth Management, LLC	High 50%	22	44	$360K
Bison Wealth Management, LLC	High 50%	3	6	$1.6M
Cascade Wealth LLC	High 50%	15	30	$1M
Clearwater Wealth Management	High 50%	4	8	$960K
Continuum Financial, LLC	High 50%	12	24	$1.2M
DESMO Wealth Advisors, LLC	High 50%	7	14	$940K
Eight Ventures Private Wealth Management	High 50%	24	48	$1.2M
Featherstone Investment Advisory	High 50%	12	24	$460K
Firmo Investment Consulting Services	High 50%	12	24	$150K
Francis Capital Management, Inc.	High 50%	17	34	$960K
Greenside Financial, Ltd	High 50%	11	22	$1.3M
Healthy Wealth	High 50%	8	16	$520K
Houstoun Capital Management, Inc.	High 50%	8	16	$5.3M
Inclusive Wealth Financial Planning LLC	High 50%	2	4	$230K
Katam Hill LLC	High 50%	32	64	$640K
Map to Your Wealth LLC	High 50%	2	4	$970K
McHenry Capital, L.L.C.	High 50%	9	18	$1.7M
MoveUp Financial LLC	High 50%	1	2	$4.9M
Overshare	High 50%	2	4	$650K
Quillpen Advisors, LLC	High 50%	8	16	$1.2M
Ridley Wealth Management	High 50%	4	8	$1M
Ruff Choices	High 50%	14	28	$1.1M
SAC Investment Management LLC	High 50%	25	50	$1.3M
Semrod Capital LLC	High 50%	10	20	$980K
Stableford Capital Partners	High 50%	2	4	$5.7M
Sunflower Financial Planning, LLC	High 50%	10	20	$470K
SynergOS Advisory	High 50%	5	10	$390K
Synergy Capital Advisors, LLC	High 50%	1	2	$1.1M
The Dienekes Corporation	High 50%	1	2	$600K
The Money Guys	High 50%	7	14	$1.2M
The Wealth Observatory	High 50%	4	8	$1.2M
Valuetree Financial LLC	High 50%	10	20	$470K
Wealth IQ	High 50%	1	2	$660K
Westmont Capital Advisors, LLC	High 50%	11	22	$730K
Wilson Investment Advisory Services, LLC	High 50%	32	64	$900K
Zuma Capital Management, LLC	High 50%	5	10	$720K
Charleston Wealth Advisors	High 51%	37	73	$1.1M
Lockerman Financial Group, Inc	High 51%	35	69	$1.6M
Velara Wealth Management Inc.	High 51%	35	69	$850K
Curated Wealth Solutions, LLC	High 51%	32	63	$670K
Lucid Wealth Planning LLC	High 51%	30	59	$1.7M
Sarsi, LLC	High 51%	29	57	$810K
F2 Wealth	High 51%	23	45	$450K
Newmyer Wealth Management	High 51%	41	80	$810K
Global Wealth Advisors LLC	High 51%	38	74	$1.4M
Aton Advisors, LLC	High 51%	37	72	$1.4M
Simply Steward	High 51%	18	35	$1M
Wiseowl Capital, LLC	High 52%	15	29	$1.4M
Hudson Oak Wealth Advisory LLC	High 52%	29	56	$2.4M
Drew Wealth Management	High 52%	42	81	$1.3M
LifeWater Wealth Management	High 52%	14	27	$1.1M
Imagine Financial Security LLC	High 52%	27	52	$1.1M
Gallatin & Company, LLC	High 52%	26	50	$1.9M
Harmony Wealth Advisors, LLC	High 52%	13	25	$510K
Blue Slate Investment Management	High 52%	12	23	$620K
Laughter Financial	High 52%	12	23	$880K
Speight Asset Management, LLC	High 52%	23	44	$2M
Living Room Wealth Management	High 52%	22	42	$1.6M
Silverback Financial	High 52%	22	42	$2.1M
Calder Financial LLC	High 52%	54	103	$1.3M
NextGen Wealth	High 52%	32	61	$1M
RJG Financial	High 52%	32	61	$990K
Elite Financial Group	High 52%	53	101	$400K
Hyline Wealth	High 53%	102	194	$420K
Investing Forever Advisory	High 53%	10	19	$1.1M
Timewealth Advisors Inc.	High 53%	67	127	$330K
WorthWise Financial Partners	High 53%	18	34	$680K
BKS Wealth LLC	High 53%	26	49	$430K
Stonebrook Investment, LLC	High 53%	17	32	$1.2M
Rutherford Asset Planning, Inc.	High 53%	41	77	$2.4M
Financial Advantage	High 53%	8	15	$1.3M
Windy Hill Ventures, Inc.	High 53%	8	15	$2.3M
Alpha Omega Financial	High 53%	46	86	$2.2M
Formation Wealth Management	High 53%	23	43	$960K
Ladewig Investment Management, LLC	High 54%	15	28	$1.7M
Cowan Financial Services, LLC	High 54%	22	41	$270K
Calidris Financial, LLC	High 54%	21	39	$1M
New Amsterdam Wealth Planning	High 54%	28	52	$1.3M
Next Generation Wealth Planning, LLC	High 54%	21	39	$1.3M
Silver Lake Advisors, LLC	High 54%	14	26	$1.8M
VIVCAP LLC	High 54%	28	52	$520K
46 and 2 Investment Advisors, LLC	High 54%	20	37	$1.4M
Fremont Wealth Management, LP	High 54%	39	72	$520K
Myra Wealth	High 54%	32	59	$1.1M
Doncaster Wealth LLC	High 54%	19	35	$310K
Svane Capital, LLC	High 54%	19	35	$810K
TDT Financial Inc	High 54%	19	35	$1.3M
Providence Asset Management LLC	High 54%	44	81	$1.2M
Chanakya Business Ventures LLC	High 54%	37	68	$240K
Seven Hills Capital Advisors	High 54%	67	123	$1.1M
BG Financial Advisors, LLC	High 55%	6	11	$870K
Hunter Value Capital LLC	High 55%	6	11	$1.5M
Nichols Wealth Advisors	High 55%	6	11	$880K
Skibek Wealth Management	High 55%	12	22	$1.5M
Unrivaled Wealth Management	High 55%	6	11	$1.1M
Wysopal Wealth	High 55%	6	11	$610K
Aquinas Advisors, LLC	High 55%	17	31	$860K
Porter Investments	High 55%	17	31	$490K
Aspen Trail Wealth Management, LLC	High 55%	11	20	$830K
Worthview Capital Management LLC	High 55%	11	20	$1.6M
Meritage Wealth Management	High 55%	27	49	$1M
Townsend Financial	High 55%	27	49	$1M
Rapport Financial, LLC	High 55%	16	29	$1.6M
On the Trail Financial Planning, LLC	High 55%	37	67	$1.3M
Bon Investments, LLC	High 55%	31	56	$1.3M
Perkins Wealth Advantage	High 55%	31	56	$1.8M
Truvestor Wealth Management	High 55%	36	65	$1.1M
Candor Asset Advisors, LLC	High 56%	20	36	$440K
CMC Advisors LLC	High 56%	5	9	$2.2M
Financial Consulting Services	High 56%	5	9	$1.9M
FireHorse Strategic Investing, LLC	High 56%	35	63	$870K
Fit Advisors LLC	High 56%	20	36	$1.8M
Gradow Capital Management, LLC	High 56%	5	9	$3.8M
Stratia Wealth Management, LLC	High 56%	10	18	$1.1M
Synergy Wealth Management	High 56%	5	9	$1.4M
Ironstream Capital, LLC	High 56%	24	43	$2M
Helm Financial Planning LLC	High 56%	33	59	$1.5M
Paradigm Capital Management	High 56%	70	125	$1.4M
Rockhouse Capital, LLC	High 56%	23	41	$150K
The Aspen Equity Group	High 56%	23	41	$640K
RK Asset Management	High 56%	32	57	$1.2M
Aspen Wealth Management, LLC	High 56%	9	16	$2M
Emerald Waves Investments, LLC	High 56%	9	16	$260K
Forever Financial Advisors, LLC	High 56%	27	48	$1.5M
Mullett Financial LLC	High 56%	9	16	$1.7M
Fonte Financial Advisors	High 56%	76	135	$1.2M
Octo Capital, LLC	High 56%	76	135	$1.2M
SJ Capital Management LLC	High 56%	35	62	$1.5M
Reh Wealth Advisors LLC	High 57%	39	69	$1.6M
Wykrent, Damon	High 57%	13	23	$1.3M
Colville Wealth Advisory, LLC	High 57%	17	30	$840K
Hunter Investment Services LLC	High 57%	17	30	$590K
ComposedPro, Inc.	High 57%	33	58	$760K
10x10y LLC	High 57%	4	7	$2M
Asset Wealth Advisors, LLC	High 57%	12	21	$720K
Hamilton Gray Wealth Management LLC	High 57%	8	14	$11M
Henington Group RIA LLC	High 57%	20	35	$1.6M
Hozie Consulting	High 57%	8	14	$1.2M
Sahni, Inc.	High 57%	24	42	$860K
Skylid Capital Management, Inc.	High 57%	12	21	$830K
Taylor Financial Management Inc	High 57%	8	14	$3.3M
Ujjval Investments, LLC	High 57%	8	14	$670K
Waypoint Financial Planning, LLC	High 57%	4	7	$820K
Blue Sky Investment Partners, Inc.	High 57%	35	61	$1.9M
Long Lake Capital Management, LLC	High 58%	23	40	$1.1M
Mrd, Inc.	High 58%	42	73	$2.5M
Momentum FinTech LLC	High 58%	19	33	$220K
Cambridge Wealth Management, LLC	High 58%	15	26	$1.2M
ClearPeak Capital Management	High 58%	15	26	$110K
Gugle Wealth Advisory	High 58%	15	26	$2M
Catalyst Wealth Advisors LLC	High 58%	18	31	$5.1M
J.P. Capital Management, Inc.	High 58%	25	43	$3.9M
A-Team Advisors	High 58%	35	60	$1.2M
Bellaire Capital Management, LLC	High 58%	14	24	$640K
Frew Street Capital	High 58%	7	12	$1.9M
Future U Financial Inc.	High 58%	7	12	$1
Meraki Advisors LLC	High 58%	21	36	$760K
Modesto Capital	High 58%	7	12	$350K
Light Capital Management LLC	High 59%	41	70	$1.2M
Bullock Capital Alliance, Inc.	High 59%	30	51	$1.9M
SF Planning Group LLC	High 59%	10	17	$280K
I-Squared Wealth Management, Inc.	High 59%	45	76	$830K
Alphaglider LLC	Very High 60%	18	30	$1.6M
Armas Capital Management, LLC	Very High 60%	6	10	$950K
Bird Dog Trading Corporation	Very High 60%	3	5	$2.4M
Blue Infinitas Capital, LLC	Very High 60%	6	10	$1.6M
Broaden Wealth LLC	Very High 60%	3	5	$1.2M
CasMilner Consulting LLC	Very High 60%	3	5	$410K
Cogent Capital Group	Very High 60%	6	10	$8.7M
Compound Wealth Advisors	Very High 60%	6	10	$1.1M
D. Moss Wealth Management	Very High 60%	9	15	$1.7M
Dollars & Sense Financial Fitness	Very High 60%	6	10	$400K
Gross Domestic Product, Inc	Very High 60%	39	65	$2M
Integrated Planning Strategies, LLC	Very High 60%	6	10	$1.2M
McCary Anheuser Wealth Management, LLC	Very High 60%	3	5	$1.6M
NEO Investment Counsel, LLC	Very High 60%	15	25	$2.9M
Old Vine Capital	Very High 60%	30	50	$3M
Scenic Wealth Management, LLC	Very High 60%	27	45	$1.4M
Supporting Your Choices Inc.	Very High 60%	15	25	$1.6M
Trellisent Investments	Very High 60%	6	10	$1.6M
Woodlands Capital Management, LLC	Very High 60%	3	5	$1.1M
Melotte Financial Advisors	Very High 60%	50	83	$1.2M
Blackwater Financial	Very High 61%	23	38	$1.2M
Granada Wealth Management, LLC	Very High 61%	46	76	$2.3M
Arcvest, LLC	Very High 61%	20	33	$1.7M
Ten Talents Financial Planning LLC	Very High 61%	20	33	$1.5M
L.J. Brey, Inc.	Very High 61%	37	61	$1.9M
Best Financial Life	Very High 61%	17	28	$1.6M
Clear Net Worth, L.L.C.	Very High 61%	17	28	$750K
Baker Wealth Group LLC	Very High 61%	14	23	$1.9M
Infinity Wealthcare, LLC	Very High 61%	14	23	$910K
Sterling Futures	Very High 61%	14	23	$1.1M
Strategic Financial	Very High 61%	25	41	$1.8M
CIO Wealth Management, Inc.	Very High 61%	36	59	$1.1M
Bsquare Investalytix LLC	Very High 61%	11	18	$590K
FI-Nancial Planner LLC	Very High 61%	27	44	$500K
Simply Human Advisors	Very High 62%	8	13	$1.8M
Milestone Money	Very High 62%	29	47	$1.2M
The Ujano Advisory Group LLC	Very High 62%	21	34	$3.4M
Caliber Wealth Advisory	Very High 62%	13	21	$1.2M
Jackson Financial Services LLC	Very High 62%	13	21	$43K
New Southern Advisory Services	Very High 62%	13	21	$1.9M
Simmons Investment Management LLC	Very High 62%	13	21	$1M
Brighter Investing, PB LLC	Very High 62%	18	29	$1.3M
Greenville Capital	Very High 62%	38	61	$660K
ASL Financial, LLC	Very High 63%	110	176	$890K
DJP Wealth Management, LLC	Very High 63%	25	40	$2.3M
Edgemont Investment Management, LLC	Very High 63%	20	32	$1.7M
Fairview Financial LLC	Very High 63%	40	64	$830K
Grinnell Capital, LLC	Very High 63%	15	24	$410K
Haven Financial Advisors	Very High 63%	30	48	$2.3M
Janian Investment Advisers, LLC	Very High 63%	20	32	$840K
RMR Capital Management LLC	Very High 63%	45	72	$2.4M
Wild Iris Financial	Very High 63%	5	8	$660K
Block Wealth Management, Inc	Very High 63%	47	75	$1.5M
Blackhawk Wealth Advisors	Very High 63%	37	59	$1.1M
Charis Legacy Partners	Very High 63%	37	59	$2.2M
Spindletop Commonwealth Advisors LLC	Very High 63%	22	35	$860K
Golden Guidance LLC	Very High 63%	17	27	$720K
Medora Value Equity, LLC	Very High 63%	17	27	$600K
Braintrust Capital, LLC	Very High 63%	41	65	$1.5M
HG Wealth Management, LLC	Very High 63%	12	19	$1.8M
Benzer Capital	Very High 63%	55	87	$1.1M
Arbus Capital Management, LLC	Very High 63%	19	30	$3.1M
Zuma Wealth LLC	Very High 63%	19	30	$1.9M
Millenia Financial Partners, LLC	Very High 63%	33	52	$2.4M
JK Private Wealth, LLC	Very High 63%	73	115	$1.4M
GA Bishop and Associates, LLC	Very High 64%	35	55	$0
Guiding Financial	Very High 64%	7	11	$7.7M
Miller Premier Investment Planning LLC	Very High 64%	21	33	$690K
Spondeo Capital, LLC	Very High 64%	7	11	$2.4M
Krishna Wealth Planning	Very High 64%	44	69	$540K
Viewpoint Advisory, LLC	Very High 64%	37	58	$1.8M
Polaris Asset Management LLC	Very High 64%	30	47	$1.1M
Matterhorn Financial Planning	Very High 64%	39	61	$0
21:5 Advisors, LLC	Very High 64%	36	56	$650K
Berunda Capital Management	Very High 64%	9	14	$800K
Kitsman Investment Management	Very High 64%	9	14	$540K
Reliable Alliance Financial	Very High 64%	18	28	$0
Watson House Investment Management, LLC	Very High 64%	9	14	$1.4M
Wealth Engineering, LLC	Very High 64%	36	56	$3.1M
Four Corners Financial	Very High 64%	29	45	$2.2M
SPIRE Investment Management LLC	Very High 64%	29	45	$250K
Post Oak Investment Management, Inc	Very High 65%	22	34	$620K
BradyCo Financial	Very High 65%	24	37	$4.8M
Piedmont Capital Asset Management LLC	Very High 65%	13	20	$2.1M
Private Client Services Group, LLC	Very High 65%	13	20	$370K
Murray Investment Management, LLC	Very High 65%	28	43	$3.6M
Krishna Portfolio Management	Very High 65%	15	23	$200K
Lessard Wealth Management	Very High 65%	72	110	$350K
Slate Peak Financial Services, LLC	Very High 65%	36	55	$430K
Geder Investment Management, Inc.	Very High 66%	21	32	$840K
Sloan Advisory Group, Inc.	Very High 66%	21	32	$2M
Kraft Financial, LLC	Very High 66%	23	35	$1M
Apprise Wealth Management LLC	Very High 66%	50	76	$1.4M
Fair Asset Management, LLC	Very High 66%	31	47	$2.5M
Mendoza Private Wealth	Very High 66%	35	53	$1.9M
Balanced Life Planning	Very High 67%	2	3	$3.3M
BluePrint Private Wealth Management LLC	Very High 67%	40	60	$1.6M
Cimarron Capital Management, LLC	Very High 67%	10	15	$2M
De Rosa Asset Management, LLC	Very High 67%	18	27	$1.9M
Fiscalis Advisory, Inc.	Very High 67%	16	24	$1.9M
Geoffry H. Oshman, CFP	Very High 67%	6	9	$1.7M
Gunn & Co Asset Management Inc	Very High 67%	4	6	$4.6M
JKAY Securities Corporation	Very High 67%	10	15	$140K
JW Hall Financial LLC	Very High 67%	4	6	$1.1M
Leder Fiduciary Capital LLC	Very High 67%	20	30	$3.9M
Main Street Asset Managment	Very High 67%	6	9	$510K
Missio Investment Management LLC	Very High 67%	6	9	$2.7M
Prudent Prosperity	Very High 67%	2	3	$63K
Robert Charles Capital Management	Very High 67%	28	42	$2.5M
RR Portfolios, LLC	Very High 67%	14	21	$1.5M
Scott and Associates of Texas, Inc.	Very High 67%	28	42	$390K
Sharp Wealth Management	Very High 67%	8	12	$2.9M
Stewardship Financial Planning	Very High 67%	26	39	$1.7M
Stonehurst Management, LLC	Very High 67%	18	27	$830K
Think Different Wealth Advisors LLC	Very High 67%	12	18	$1.1M
West Loop Financial LLC	Very High 67%	18	27	$1.7M
ATX Portfolio Advisors, LLC	Very High 67%	49	73	$1.3M
Indfin LLC	Very High 67%	37	55	$2.3M
Wendt Financial Advisors, LLC	Very High 68%	27	40	$2.2M
Hillebrand Financial Planning LLC	Very High 68%	25	37	$1.6M
Bossert Capital LLC	Very High 68%	23	34	$490K
Complete View Financial LLC	Very High 68%	23	34	$1.6M
Encore Investment Advisors, LLC	Very High 68%	23	34	$1.2M
Everlong Financial	Very High 68%	23	34	$2M
Integra Asset Advisors, L.C.	Very High 68%	65	96	$890K
Creole Wealth Solutions, LLC	Very High 68%	17	25	$900K
HV Capital Advisors LLC	Very High 68%	68	100	$190K
Margin	Very High 68%	17	25	$2.6M
Polaris Capital Management LLC	Very High 68%	17	25	$400K
Proprietor Wealth Management Inc.	Very High 68%	17	25	$3.4M
West Pine 43 LLC	Very High 68%	32	47	$480K
Argus Wealth Management	Very High 68%	15	22	$2.6M
Burgeon Capital	Very High 68%	30	44	$1.7M
KJ Capital Management LLC	Very High 68%	45	66	$1.6M
Mustang Capital Management, LLC	Very High 68%	15	22	$2.6M
Flight Line Financial, LLC	Very High 68%	268	393	$0
Hampel Investment Advisors	Very High 68%	28	41	$2.3M
Clarity Financial Planners	Very High 68%	26	38	$3.4M
Goldberg Financial Advisors, LLC	Very High 68%	39	57	$2.1M
Golden Spread Wealth, LLC	Very High 68%	26	38	$440K
Encore Retirement Planning, LLC	Very High 69%	11	16	$2.4M
MRC Group LLC	Very High 69%	11	16	$1M
OPCREST Investment Management, LLC	Very High 69%	11	16	$970K
The Western Wealth Group, Inc.	Very High 69%	42	61	$1.8M
Bay Hill Capital Management USA, LLC	Very High 69%	60	87	$730K
Borges Financial	Very High 69%	29	42	$0
Gervais Capital Management, LLC	Very High 69%	29	42	$3.5M
Goal Line Wealth Management, Inc.	Very High 69%	47	68	$1M
Borland Marker	Very High 69%	54	78	$1.3M
Miltonian Capital Management, LLC	Very High 69%	18	26	$1.7M
Nurture Investment Strategies LLC	Very High 69%	18	26	$1.8M
Seaport Financial Planning, LLC	Very High 69%	45	65	$850K
PVA Financial, LLC	Very High 69%	34	49	$2.3M
Aeon Capital Partners, LLC	Very High 70%	16	23	$110K
Ebersole Financial LLC	Very High 70%	32	46	$1.7M
Wolfstich Capital, LLC	Very High 70%	55	79	$2M
Achieve Retirement & Wealth Management, LLC	Very High 70%	46	66	$1.1M
Chevelon Capital Management LLC	Very High 70%	23	33	$1.6M
AJP Financial Services, LLC	Very High 70%	14	20	$1.3M
DeMesne Investments	Very High 70%	14	20	$720K
Full Court Strategic Wealth, LLC	Very High 70%	7	10	$4.8M
Quoinage Capital LLC	Very High 70%	14	20	$3.2M
StoneBridge Wealth Management, LLC	Very High 70%	28	40	$3.4M
Forthright Family Wealth Advisory LLC	Very High 70%	45	64	$3M
Warden Wealth Management, LLC	Very High 71%	24	34	$770K
Lucent Wealth Planning, LLC	Very High 71%	29	41	$2.4M
Connor Capital Management, LLC	Very High 71%	22	31	$1.5M
Genereux Investment Management, Inc.	Very High 71%	54	76	$1.7M
Wealth Management Consultants, LLC	Very High 71%	27	38	$1.9M
Forward Wealth Management, LLC	Very High 71%	32	45	$2.1M
Winged Wealth Management and Financial Planning	Very High 71%	42	59	$1M
Flight Capital Management, LLC	Very High 71%	25	35	$1.2M
Kuleana Capital Management LLC	Very High 71%	20	28	$2.9M
Marathon Wealth Partners, Inc	Very High 71%	25	35	$4M
OH Cap Asset Management	Very High 71%	5	7	$1M
SFO Capital, Inc.	Very High 71%	10	14	$1.6M
StrongHaven Capital LLC	Very High 71%	25	35	$540K
Walstad Investment Counsel, Inc.	Very High 71%	15	21	$2.6M
New Heights Planning	Very High 72%	23	32	$2.3M
Prudent Wealthcare	Very High 72%	23	32	$0
Convey Wealth LLC	Very High 72%	41	57	$910K
Savoy Investment Management, Inc.	Very High 72%	18	25	$3.1M
Meridian Wealth Management, Inc	Very High 72%	49	68	$1.5M
Arrow Alliance	Very High 72%	13	18	$3M
Compo Advisors, LLC	Very High 72%	13	18	$1.3M
DeStefano Wealth Management	Very High 72%	13	18	$2.1M
New Wave Financial Services	Very High 72%	50	69	$1.8M
Montebello Avenue	Very High 73%	29	40	$1.4M
Bona Fide Wealth	Very High 73%	40	55	$2.6M

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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. 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 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. Show more

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 Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, 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 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. Show more

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