HNW client percentage for Independent firms serving clients in Virginia

Independent firms active in Virginia 395 firms

Very Low 0%-0%

Low 0%-10%

Typical 10%-32%

High 32%-64%

Very High 64%-100%

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

Median: 20%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Afflint Advisors, LLC	—	—	—	—
Ardent Guardian Wealth Advisory, LLC	—	—	—	—
Arion Wealth Management LLC	—	—	—	—
Aris Alpha LLC	—	—	—	—
Ark Financial Strategies LLC	—	—	—	—
Astra Investment Advisers	—	—	—	—
Auburn Skies Financial Advisors	—	—	—	—
Beacon Freedom Advisory, LLC	—	—	—	—
Beard Financial Planning LLC	—	—	—	—
B.G. Kaserman & Associates L.L.C.	—	—	—	—
Bishopsgate Investment Company	—	—	—	—
Bond Financial Planning, LLC	—	—	—	—
Braswell Capital, LLC	—	—	—	—
Brian Adams Financial Planning LLC	—	—	—	—
Buckman & Company	—	—	—	—
Capitol Landing Wealth	—	—	—	—
Charitable Foundation Services LLC	—	—	—	—
CHC Financial Solutions, LLC	—	—	—	—
Core Fiduciary Advisors	—	—	—	—
Creed Evans Financial Advisory, LLC	—	—	—	—
D'Agaro Financial Advisory LLC	—	—	—	—
Daniel Capital Management, LLC	—	—	—	—
Decisions, LLC	—	—	—	—
E J Financial Corp.	—	—	—	—
Elevated Performance Investment Group, LLC	—	—	—	—
Ensure Capital LLC	—	—	—	—
Fatfire Financial	—	—	—	—
Fifth Pointe	—	—	—	—
FinPowered Female LLC	—	—	—	—
Five Lakes Advisory LLC	—	—	—	—
FortuneNavi Capital Inc.	—	—	—	—
Gilmore Financial Planning	—	—	—	—
Great Blue Wealth LLC	—	—	—	—
Grey Kirwan Financial	—	—	—	—
Grosso Wealth Management LLC	—	—	—	—
GWA Wealth	—	—	—	—
Harvest - Faith-Based Investing	—	—	—	—
HYA Financial	—	—	—	—
IDEAUM LLC	—	—	—	—
Intentional-Growth Advisors LLC	—	—	—	—
Investment & Resource Planning	—	—	—	—
Iron Branch Wealth LLC	—	—	—	—
Jay Blue Capital	—	—	—	—
KAIROS LLC	—	—	—	—
Kenneth Dean Bennett	—	—	—	—
Kommon Wealth, LLC	—	—	—	—
Kyo Asset Management, LLC	—	—	—	—
Legacy Planning Advisors, LLC	—	—	—	—
Lucrum Capital Advisors	—	—	—	—
Magpie Consulting LLC	—	—	—	—
McKinney Financial Planning & Management	—	—	—	—
Munoz Group	—	—	—	—
Noteworthy Financial LLC	—	—	—	—
Oyster Creek Capital	—	—	—	—
Peace Within Financial	—	—	—	—
People First Financial Advisors	—	—	—	—
Pithom Advisors, Inc.	—	—	—	—
Pivot Capital Management, LLC	—	—	—	—
Professional Financial Services, Inc.	—	—	—	—
Purpose Capital LLC	—	—	—	—
Red Torch Capital LLC	—	—	—	—
Robinson Nelson	—	—	—	—
Stellar Capital Management LLC	—	—	—	—
Tennext LLC	—	—	—	—
The Hatton Financial Group, LLC	—	—	—	—
Thompson Financial Advisors	—	—	—	—
Tobi, Inc.	—	—	—	—
Trainor Consulting	—	—	—	—
David B. Brandolph, J.D., CFP	Low 0%	—	1	$2M
Financial Solutions, LLC	Low 0%	—	1	$0
JYE Wealth Advisors, LLC	Low 0%	—	1	$80K
Present Value Financial Services LLC	Low 0%	—	1	—
Simplified Retirement	Low 0%	—	1	$0
Solution Factory, LLC	Low 0%	—	1	$300K
Taylor Turner Wealth Management LLC	Low 0%	—	1	$100K
31 Moorgate, Inc.	Low 0%	—	2	—
Antrim Investment Research	Low 0%	—	2	—
Brains Investments, LLC	Low 0%	—	2	$1
Destiny Money Management	Low 0%	—	2	$0
Hussmen Financial	High 50%	1	2	$16M
Raymond L. Gazelle Jr.	Very High 100%	2	2	—
The Dienekes Corporation	High 50%	1	2	$600K
USA Retirement Income Solutions, LLC	Low 0%	—	2	$1.8M
Vitality Planning, LLC	Low 0%	—	2	$3.5M
B Hive Financial, LLC	Low 0%	—	3	$190K
Mercantile Advisors, LLC	Low 0%	—	3	$42K
Missions Services, LLC	Low 0%	—	3	$700K
Halieus Investment Advisors	Low 0%	—	4	$330K
Origin Wealth Management LLC	Low 0%	—	4	$190K
Palladium Wealth Management, LLC	Low 0%	—	4	$400K
Rohde Wealth Management	Low 0%	—	4	$180K
Stewart Wealth Management, LLC	Low 0%	—	4	$86K
The Fintel Group LLC	Low 0%	—	4	—
True North Advisory, LLC	Low 0%	—	4	$58K
Churchill Research Inc.	Very High 100%	5	5	$0
C. O. Overbey, Jr LLC	Low 0%	—	5	$1.9M
Harrison Capital Management	Low 0%	—	5	$980K
MAB Financial Planning	Low 0%	—	5	$0
Manektala Investment Advisory Services Inc.	Very High 100%	5	5	$1.1M
MER Capital Management, LLC	High 60%	3	5	$170K
Opportunity Cost Investors LLC	Low 0%	—	5	$10K
Rising Tides Financial Planning LLC	Low 0%	—	5	$0
Round Oak Capital LLC	Very High 100%	5	5	$4.8M
Simplify Investments	Low 0%	—	5	$1.5M
AB Financial Planning and Investments, LLC	Low 0%	—	6	—
Accounting Advisory Services, L.L.C.	Very High 100%	6	6	$1.5M
Carnahan Capital Management, LLC	High 33%	2	6	$1.3M
Dogwood Capital, LLC	Very High 100%	6	6	$960K
Everman Prosperity	High 33%	2	6	$340K
lifelaidout LLC	Very High 100%	6	6	$4.8M
Titanrex	Low 0%	—	6	$100K
401K and More	Low 0%	—	7	$330K
Civvy Wealth LLC	High 57%	4	7	$510K
EEE Financial LLC	Low 0%	—	7	$50K
Evergreen Wealth Services	Very High 100%	7	7	$4.4M
Family AI! Financial	Very High 100%	7	7	$1.8M
Wealth Planning, Inc.	Low 0%	—	7	$900K
BanyanTree Wealth Management	Low 0%	—	8	$2M
BPD Wealth Management LLC	Low 0%	—	8	$650K
Chatham Wealth Management. LLC	High 38%	3	8	$800K
Discovery Wealth Planning LLC	Very High 100%	8	8	$4.3M
Financial Journey LLC	Low 0%	—	8	$560K
Formynder Wealth Management, LLC	Low 0%	—	8	$27K
Hook Financial Services, LLC	Low 0%	—	8	$0
Jade Financial LLC	Typical 13%	1	8	$360K
Mehta Services Company	Very High 100%	8	8	$1.8M
Ninja Wealth Advisors, LLC	Typical 25%	2	8	$730K
Opulent Wealth	Low 0%	—	8	$6.1M
Penny Earned Financial	Typical 13%	1	8	$0
POV Wealth LLC	Low 0%	—	8	$470K
Swift Creek Wealth Management	High 50%	4	8	$750K
BGR Advisors	Very High 100%	9	9	$5M
Flatiron Wealth Advisors, LLC	Low 0%	—	9	$300K
Freedom Capital Management	Very High 89%	8	9	$1.5M
GB Investments LLC	Low 0%	—	9	$240K
Haven Financial Partners LLC	Low 0%	—	9	$840K
Oakton Financial, LLC	Very High 100%	9	9	$2.3M
Orchard Wealth & Legacy Management LLC	Low 0%	—	9	$290K
Proforza Advisors LLC	Very High 100%	9	9	$1.1M
Stepping Stone Advisors, LLC	Typical 22%	2	9	$60K
Vincent C. Lucas, C.P.A., P.C.	Low 0%	—	9	$240K
Arsenal 401K Advisors	Low 0%	—	10	—
Aurora Pointe Capital Management, LLC	Very High 70%	7	10	$7.2M
Black Dog Wealth, LLC	Low 0%	—	10	$0
B. Water Investments	Low 0%	—	10	$520K
CTG Wealth Management LLC	Typical 20%	2	10	$750K
Francis Wealth Solutions, LLC	Typical 10%	1	10	$250K
Fredericksburg Financial Planning Services, Inc	Low 0%	—	10	—
G, G, & M Financial Goals	Very High 70%	7	10	$1.5M
Layered Financial, LLC	Low 0%	—	10	$0
Park Financial Planning Solutions, LLC	Low 0%	—	10	$150K
Private Lane Capital, LLC	High 50%	5	10	$14M
Third Millennium Advisors, Inc.	Typical 10%	1	10	$3.5M
Chimborazo Investment Research	High 36%	4	11	$1.1M
Kanten Financial Services	Low 0%	—	11	$100K
Montgomery Capital Management, LLC	High 36%	4	11	$400K
Parks Investment Management, LLC	High 55%	6	11	$1.1M
Plandeavor	Low 0%	—	11	$250K
Wise Financial Counsel, LLC	Low 0%	—	11	$0
AAA Advisory LLC	Low 0%	—	12	—
Augusta Capital LLC	Very High 67%	8	12	$2.8M
Clear Point LLC	Very High 83%	10	12	$0
Empire Wealth Management, LLC	Low 0%	—	12	$210K
Heronwood Capital LLC	Very High 67%	8	12	$1.2M
Kriczky Wealth Management LLC	High 33%	4	12	$1.2M
NOORVEST LLC	Typical 17%	2	12	$300K
Safe Harbor Financial Advisors, LLC	Low 0%	—	12	$0
Alpha Capital Wealth Advisors, LLC	High 38%	5	13	$950K
Dyer Financial Advisory	Very High 69%	9	13	$1.9M
Lewis-Berkeley Asset Management	Low 0%	—	13	$560K
Coastal Asset Management LLC	Low 0%	—	14	$240K
Continuum Wealth Strategies, LLC	High 43%	6	14	$1.9M
Bour Group	Low 0%	—	15	$0
Clarity Financial Planning	Low 0%	—	15	—
Gizaw Capital Management, LLC	Typical 13%	2	15	$64K
Guard Hill Advisors LLC	Very High 67%	10	15	$5.4M
Ellison Investment Advisors	Typical 25%	4	16	$1.5M
Hill Wealth Strategies	Low 0%	—	16	—
Histor Investing, LLC	Very High 94%	15	16	$1.7M
Houstoun Capital Management, Inc.	High 50%	8	16	$5.3M
MSM Financial, LLC	High 44%	7	16	$900K
StrategicGlobal Insight, LLC	Low 0%	—	16	$270K
Broadpark Advisors, LLC	Typical 18%	3	17	$680K
Dominion Financial Consultants, LLC	High 53%	9	17	$1M
FNJ 3, LLC	Very High 100%	17	17	$2M
Freedom Financial Planning Solutions, LLC	Low 6%	1	17	$130K
Magnolia Lane Capital, LLC	Low 0%	—	17	$680K
Legacy Wealth Planning Group	Very High 67%	12	18	$1.9M
Net Worth Advisory Services	Typical 11%	2	18	$670K
Stock Plan Advisory Group LLC	High 33%	6	18	$1.1M
Ares-Bound Capital	Low 0%	—	19	$24K
Foundry Capital Management	High 42%	8	19	$1.3M
GuidePoint Financial Planning	Very High 100%	19	19	$1.6M
Noble Hill Planning LLC	Very High 100%	19	19	$4.5M
Acadia Financial Services, LLC	Low 0%	—	20	$320K
Callidus Capital Partners LLC	Low 0%	—	20	$1.7M
DeMesne Investments	Very High 70%	14	20	$720K
Doench Wealth Management, LLC	Low 0%	—	20	$200K
Dream Financial Planning	Low 0%	—	20	$260K
Piedmont Capital Asset Management LLC	Very High 65%	13	20	$2.1M
Q(x) Branch Reserve Investments LLC	Very High 90%	18	20	$1.1M
Twenty First Investors	Typical 20%	4	20	$850K
Winston Paul Capital Management, Inc.	Typical 15%	3	20	$750K
DBD Retirement and Financial Services	Typical 19%	4	21	$6.4M
JG Wealth Management, LLC	Low 0%	—	21	$78K
Lodestar Financial Management, LLC	Typical 14%	3	21	$2.3M
Petra Wealth Management	Low 5%	1	21	$360K
Reye Partners Asset Management LLC	Very High 100%	21	21	$3.5M
RR Portfolios, LLC	Very High 67%	14	21	$1.5M
Samatva Wealth Management LLC	Low 0%	—	21	$39K
Advocate Wealth, LLC	High 45%	10	22	$1.2M
Mills Value Adviser Inc	Low 0%	—	22	$60K
Steeley Advisory, LLC	High 36%	8	22	$1.1M
YZ Financial Advisors LLC	Low 0%	—	22	$430K
BlueSail Advisors LLC	Low 0%	—	23	$1.3M
CoreTegic Capital, LLC	Very High 65%	15	23	$700K
J. B. Bryan Financial Group, Inc.	Low 0%	—	23	$980K
Mobjack Investments	Low 0%	—	23	$60K
Real Life Planning	Typical 13%	3	23	$410K
Reel Financial Planning	Typical 22%	5	23	$210K
R.O.S. Asset Management	Typical 30%	7	23	$1M
The Knowles Company, LLC	Very High 74%	17	23	$2.1M
Toner Asset Management Group, Inc.	High 57%	13	23	$2.9M
Investment Initiatives, LLC	High 33%	8	24	$550K
Rock Steady Wealth, Inc.	Low 0%	—	24	$230K
SagePro Wealth Management	Very High 100%	24	24	$580K
Strategic Wealth Management Solutions, LLC	High 38%	9	24	$310K
Boss Financial Strategies, LLC	Low 0%	—	25	$180K
Clearvue Financial	Low 0%	—	25	$74K
Cocozza Financial Planning, LTD.	Low 0%	—	25	$0
Grayeli Investment Management	Low 0%	—	25	$710K
Mitchell Advisory Inc	Very High 100%	25	25	$3.8M
Next Play Financial	High 48%	12	25	$670K
Steele Financial Studios	Low 4%	1	25	$410K
Vision Wealth Planning, LLC	Very High 64%	16	25	$2.6M
Bayesian Investment Management	Low 0%	—	26	$180K
Lionheart Financial Planning, Inc.	Low 0%	—	26	$530K
Mcgehee Wealth Advisory Group, Inc.	High 42%	11	26	$1.7M
MoneyByLisa LLC	Typical 23%	6	26	—
Stag Rock LLC	Typical 23%	6	26	$550K
Amauta Financial	Typical 19%	5	27	$560K
Baviello Investment Management, LLC	Typical 26%	7	27	$630K
Drystone LLC	Very High 100%	27	27	$5.6M
H. L. Lichstrahl & Company, LLC	High 52%	14	27	$2.9M
Money Pilot Financial Advisor LLC	Typical 22%	6	27	$38K
Neat Financial Planning	High 33%	9	27	$790K
PortfolioArc, L.L.C.	High 59%	16	27	$1.1M
Roger R. Bell & Co., Inc.	Typical 15%	4	27	—
Arete Capital Management	Low 0%	—	28	$900K
Frontier Advisors, LLC	Very High 68%	19	28	$2.8M
Jaskolka Financial	Typical 18%	5	28	$520K
Kuleana Capital Management LLC	Very High 71%	20	28	$2.9M
MarketCycle Wealth Management, LLC	Typical 21%	6	28	$710K
Reliable Alliance Financial	Very High 64%	18	28	—
Retirement Wealth Management, Inc.	High 36%	10	28	$860K
Capitol Wealth Management, Inc.	Very High 100%	29	29	$3.6M
Health & Wealth Works LLC	Low 0%	—	29	$47K
Ulmer Financial	Low 0%	—	29	$110K
Attainment Asset Management LLC	Low 0%	—	30	$470K
Birch Street Financial Advisors	Very High 80%	24	30	$2.1M
Carrington Financial Planning, LLC	High 47%	14	30	$650K
Laird - Altman Holdings LLC	Very High 87%	26	30	$630K
Mohar Financial Planning	Very High 100%	30	30	—
North Financial Advisors	High 50%	15	30	$1.4M
Rule72 Financial	High 43%	13	30	$280K
Stone Lake Wealth Management, LLC	Very High 100%	30	30	$2.1M
SVA Capital Management LLC	High 33%	10	30	$210K
Tyndale Investments, LLC	Typical 17%	5	30	$1.5M
Aloft Financial	Typical 16%	5	31	$350K
Blue Point Investment Management	Very High 77%	24	31	$2.3M
Connor Capital Management, LLC	Very High 71%	22	31	$1.5M
Hunter Michael Investment Advisors Inc	High 42%	13	31	$2.4M
Ronald R Geiger LLC	Low 0%	—	31	$1M
Different Investments, LLC	High 56%	18	32	$430K
Echo Creek Capital, LLC	Low 6%	2	32	$690K
Packard Wealth Strategies LLC	Low 0%	—	32	$400K
Stonebrook Investment, LLC	High 53%	17	32	$1.2M
Nicolette Financial Advisors LLC	Low 0%	—	33	$790K
Thetford Investment Management, Inc.	High 61%	20	33	$1.6M
True Root Financial	Low 3%	1	33	$1.2M
JME Wealth Management	Very High 74%	25	34	$1.4M
Pacesetter Planning LLC	Typical 18%	6	34	$280K
BanksChannel Advisors, LLC	Typical 20%	7	35	$370K
Cedar Grove Financial Planning, LLC	Low 0%	—	35	$0
NorthStar Wealth Management LLC	Typical 17%	6	35	$910K
Serene Financial Solutions	Low 0%	—	35	$220K
Vista Financial Services LLC	Typical 31%	11	35	$570K
Split Creek LLC DBA Split Creek Capital LLC	Very High 78%	28	36	$3.5M
Capital Fiduciary Advisors	Very High 81%	30	37	$1.9M
Ficadenti Tandon Asset Management, Inc.	Low 0%	—	37	$540K
Hillebrand Financial Planning LLC	Very High 68%	25	37	$1.6M
Olde Towne Financial Management Co.	High 32%	12	37	$620K
Rathnam Capital, LLC	High 49%	18	37	$2.2M
YGC Wealth	Low 0%	—	37	$410K
Financial Advisors of Virginia	High 42%	16	38	$1.5M
Klaren Capital	Low 0%	—	38	$360K
American Executive Advisors, LLC	Low 0%	—	39	$170K
Armstrong Financial, Inc.	Typical 23%	9	39	$910K
KCR Wealth Management, LLC	Very High 77%	30	39	$2.4M
OnPlane Financial Advisors	Very High 90%	35	39	$1.5M
Canaan Investment Management	High 43%	20	40	$260K
DJP Wealth Management, LLC	High 63%	25	40	$2.3M
Dunn Financial Advisors, LLC	Typical 20%	8	40	$740K
Impact Financial, LLC	High 40%	16	40	$740K
Jadim Wealth Management, LLC	Typical 28%	11	40	$640K
Buff Your Finances	Low 5%	2	41	$240K
Gateway Financial Group, Inc.	Typical 20%	8	41	$520K
Genuine Wealth Solutions	Typical 22%	9	41	$340K
ARTAIS Capital Management, LLC	Very High 100%	42	42	$350K
Fountainhead Fiduciary, LLC	High 52%	22	42	$290K
Helm Financial Advisors, LLC	High 52%	22	42	$1.7M
Planning Within Reach, LLC	High 45%	19	42	$170K
Nexus Wealth Management, LLC	Low 0%	—	43	$190K
Ataraxia Advisory Services, LLC	Typical 30%	13	44	$980K
FI-Nancial Planner LLC	High 61%	27	44	$500K
Monroe Capital Partners, LLC	Very High 66%	29	44	$2.1M
Templer Wealth Management, LLC	Very High 77%	34	44	$2.3M
Watson Capital Management, Inc.	Very High 80%	35	44	$1.9M
Ardent Wealth Advisory, LLC	Typical 18%	8	45	$540K
Crestone Financial Advisors, LLC	Typical 27%	12	45	$1M
Massie Financial Planning Inc.	Very High 76%	34	45	$1.5M
Personal Financial Experiences, LLC	Very High 82%	37	45	$1.4M
Wallach Planning & Investments	Typical 20%	9	45	$840K
Dreyfuss Capital Management LLC	Typical 24%	11	46	$990K
Money Plans	Very High 76%	35	46	$2.3M
Allen Investment Management	Typical 17%	8	47	$670K
Clio Asset Management LLC	Very High 100%	47	47	$2.7M
Foundations Financial Planning, LLC	Very High 74%	35	47	—
Humane Investing, LLC	High 45%	21	47	$470K
Hygge Advisors, LLC	Low 9%	4	47	$500K
Simplicity Wealth Management	Very High 70%	33	47	$720K
Ultimate Retirement Products, Inc.	Very High 64%	30	47	$1M
Beyond Financial Planning, LLC	High 38%	18	48	$1M
Miller Asset Solutions LLC	Typical 27%	13	48	$1.2M
SCN Capital Management	High 50%	24	48	$1.2M
ACI Group	Low 0%	—	49	—
Dirigo Financial LLC	Typical 31%	15	49	$840K
Ferguson, Andrews Investment Advisers, Inc	Very High 67%	33	49	$2M
Silvis Financial	Typical 18%	9	49	$750K
Acadia Wealth Advisors	Low 0%	—	50	$820K
Concord Atlantic, Inc.	Very High 80%	40	50	$2.9M
Diversified Consumer Planning LLC	Low 4%	2	50	$190K
Legacy Financial	Low 0%	—	51	$67K
Oakleigh Wealth Services	High 59%	30	51	$1.6M
Winged Wealth Management and Financial Planning	High 45%	23	51	$890K
AlphaPlus Wealth Management LLC	Very High 90%	47	52	$290K
Halo Capital Management, LLC	Very High 75%	39	52	$890K
David N. Hainsworth, C.P.A., P.C.	High 45%	24	53	$0
Lander & Associates Inc	Very High 72%	38	53	$3.6M
Meringoff Wealth Management Group, LLC	Very High 68%	36	53	$1.7M
Potomac Wealth Strategies, LLC	High 36%	19	53	$850K
RCN Wealth Advisors, Inc.	Very High 72%	38	53	$1.1M
Stryker Financial	Typical 11%	41	53	$240K
Xenith Capital	High 38%	20	53	$550K
Fischer Wealth Advisors, LLC	High 57%	31	54	$550K
Griffin Financial Services	Low 0%	—	54	$440K
Personal Financial Planning Inc.	Low 0%	—	54	$360K
D&S Wealth Management Group	Typical 27%	15	55	$910K
Treger & Associates	High 33%	18	55	$1.6M
Arlington Wealth Planning, LLC	Typical 18%	10	56	$250K
Mountain View Wealth Management LLC	Typical 21%	12	56	$970K
Cwm Financial Group, Inc.	High 63%	36	57	$1.7M
Personal Financial Partners	Low 9%	5	57	$370K
Right Tail Capital LLC	Very High 75%	43	57	$410K
Groom Financial Advisory	Low 0%	—	58	$1.7M
Monarch Asset Management LLC	Typical 17%	10	58	$1.3M
ARM Financial LLC	Very High 86%	51	59	$810K
Luminate Financial Planning	High 42%	25	59	$590K
Trasatti Wealth Planning, LLC	High 39%	23	59	$1M
MITCO Asset Management	Very High 85%	51	60	$1.5M
Wesling Financial Planning Services Corp.	Low 0%	—	60	$950K
Rowley Financial LLC	Typical 30%	18	61	$880K
Highball Advisors	Low 0%	—	62	$1.2M
OnPoint Financial Management LLC	Low 0%	—	62	$8.2K
Legacy Global Management, L.L.C.	Low 0%	—	63	$270K
EAN Equity Financial Services LLC	High 59%	38	64	$2.3M
The Financial T	Low 0%	—	64	$16K
KO Financial	Low 0%	—	65	$240K
Red Clover Wealth Management, LLC	High 38%	25	65	$460K
Truvestor Wealth Management	High 55%	36	65	$1.1M
Kay Investments, Inc.	Typical 30%	20	66	$920K
Laser Wealth Management, LLC	Low 0%	—	67	—
DeafInvest	Low 0%	—	68	$200K
Fuller Wealth Advisors	High 43%	29	68	$1.2M
Logbook Financial Planning, LLC	Very High 81%	57	70	$1.2M
Remote Financial Planner, LLC	Very High 79%	56	71	$1.2M
Contrary Investment Advisors	High 47%	34	72	$1.3M
OG Advisory Group, LLC	Typical 18%	13	72	$190K
Tomlin Financial Advisors, Inc.	High 40%	29	73	$1.1M
Blue Rock Financial Services, Inc.	Typical 31%	23	74	$720K
Peters Financial LLC	Low 0%	—	74	$96K
Commonwealth Asset Management Group LLC	Low 9%	7	75	$240K
Apprise Wealth Management LLC	Very High 66%	50	76	$1.4M
Kingdom Wealth Advisers	Low 9%	7	76	$340K
McKay Wealth Management Group LLC	High 48%	37	77	$690K
Upward Financial Planning	Low 0%	—	77	$220K
Cabildo Capital LLC	Very High 74%	59	80	$830K
Couric Financial	Typical 16%	13	80	$590K
Roda Investment Management, LLC	High 38%	30	80	$310K
U.S. Advisors, Inc.	High 33%	27	81	$860K
Financial Pathway LLC	Low 9%	7	82	$180K
Financial Solutions	Typical 30%	25	84	$730K
Alpha Strategies Corporation	Typical 18%	15	85	$630K
Ballardsville Investment Advisors	Typical 12%	10	85	$290K
Sterling Advisory Group LLC	Typical 11%	9	85	$350K
BlueList Partners, LLC	Very High 87%	75	86	$1.6M
Prosperity Wealth Management	Low 6%	5	86	$670K
Cultivate Financial Planning	Typical 26%	23	87	$960K
Well-Planned Financial LLC	Low 0%	—	88	$100K
Flagship Wealth Management Group, LLC	Typical 19%	17	91	$500K
One Providence Capital, LLC	Low 0%	—	92	$240K
Harlan Financial LLC	Typical 19%	19	99	$630K
HV Capital Advisors LLC	Very High 68%	68	100	$190K
Lynchburg Wealth Management	Typical 15%	15	100	$690K
Bull Run Investment Management LLC	Typical 24%	24	101	$520K
Elite Financial Group	High 52%	53	101	$400K
Castle Hill Capital	Typical 15%	15	102	$400K
Endeavor Financial Advisors, LLC	High 37%	38	104	$750K
Wanda Kilman Pittman	Low 0%	—	104	$240K
Harris and Harris Wealth Management Group, LLC	Low 0%	—	109	$200K
Allied Investments	High 32%	35	110	$770K
Vivuto, LLC	Low 0%	—	111	$73K
Lasting Legacy Wealth Management, LLC	Typical 13%	15	113	$530K
Monsour Advisory Services, Inc.	Typical 24%	27	113	$770K
Peak Investment Advisors, Inc.	Typical 24%	27	113	$900K
Slagel Investment Management	Typical 26%	30	114	$460K
All-Pro Advisors LLC	High 35%	41	116	$470K
Pathway Financial Planning, Inc.	Low 3%	4	120	$240K
360 Wealth Consultants, LLC	Low 2%	2	124	$120K
White Oak Wealth LLC	Low 0%	—	134	—
Private Harbour Investment Management & Counsel LLC.	High 36%	49	135	$1.2M
DABA Advisors LLC	Low 1%	1	137	$1.7K
Boelte O'Hara Wealth Management	Low 0%	—	149	$110K
City Capital Management L.L.C.	Low 0%	—	149	$100K
Applied Financial Wisdom	Low 1%	1	151	$860K
Omega Advisory LLC	Low 9%	14	154	$540K
Vertical Wealth Management	Low 0%	—	156	—
Glover Park Wealth Management, LLC	Typical 22%	36	162	$510K
Element Wealth Advisors	Low 0%	—	166	$110K
Financial Advisor for You, LLC	Typical 21%	35	168	$0
Alexander Advisory Services, LLC	Low 0%	—	179	$50K
Variplan, LLC	Low 0%	—	179	$0
Legacy Cornerstone Wealth LLC	Low 0%	—	181	$120K
Bridger Financial Services, LLC	Typical 12%	22	182	$220K
Cook Financial Designs, Inc.	Typical 24%	47	195	$880K
Marathon Strategic Advisors, LLC	High 38%	75	195	$880K
Sovereign	Low 8%	16	205	$310K
Taylor Capital Management	Typical 15%	31	207	$650K
Rise Wealth Partners LLC	Typical 10%	21	210	$340K
Servus Capital Management	Low 0%	—	210	$100K

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