HNW client percentage for Multi-team firms serving clients in Illinois

High-net-worth (HNW) client percentage measures the share of a firm’s clients who meet the SEC’s high-net-worth threshold, signaling the type of clients a firm is designed to serve. For multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—this metric reflects a blend of client segments, from mass-affluent to ultra-high-net-worth, and indicates the firm’s overall orientation toward complexity and exclusivity in financial planning.

In Illinois, among 310 multi-team firms, the median HNW client percentage is about 19.5%, slightly below the national median of 20.4%. The distribution ranges widely, with some firms serving virtually no HNW clients and others serving up to 79%. This spread suggests that Illinois firms vary considerably in their client focus. Some may be early-stage or intentionally designed to serve a broader market with lower minimums, while others concentrate more heavily on HNW clients with more specialized, complex services. The presence of firms across this spectrum indicates a diverse marketplace where clients can find firms tailored to different levels of wealth and service needs.

For you, this means the HNW client percentage is a helpful signal of a firm’s typical client base but not a definitive measure of quality or fit. Higher percentages often mean higher minimums and more bespoke planning, while lower percentages suggest broader access and more standardized offerings. Use this metric alongside others to understand how a firm’s client mix aligns with your financial situation and goals. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Multi-team firms active in Illinois 310 firms

Very Low 0%-5%

Low 5%-13%

Typical 13%-27%

High 27%-54%

Very High 54%-79%

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

Median: 19%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
American Century Investments Private Client Group, Inc.	Very Low 0%	—	4,098	$570K
EFS Advisors	Very Low 0%	—	21,660	$110K
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
RiverFront Investment Group, LLC	Very Low 0%	—	1,185	$890K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Ally invest Advisors	Very Low 0%	62	83,199	$21K
Principal Advised Services	Very Low 0%	64	23,164	$61K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
MissionSquare Retirement	Very Low 1%	390	40,526	$140K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Blackridge Asset Management, LLC	Very Low 1%	31	2,433	$89K
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
St. Bernard Financial Services, Inc.	Very Low 2%	12	798	$170K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Blueprint Financial Advisors	Very Low 2%	40	2,290	$600K
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
M HOLDINGS SECURITIES, Inc.	Very Low 2%	78	4,368	$690K
Wealth Watch Advisors, Inc	Very Low 2%	65	3,587	$170K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
Midwestern Securities Trading Co., LLC	Very Low 2%	243	11,709	$160K
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
Interactive Financial Advisors	Very Low 2%	32	1,307	$180K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
IPI Wealth Management, Inc.	Very Low 3%	435	13,138	$190K
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
IAMS Wealth Management, LLC	Very Low 3%	55	1,612	$240K
Gradient Wealth Management	Very Low 4%	160	4,546	$130K
Redhawk Wealth Advisors, Inc.	Very Low 4%	112	3,118	$440K
World Equity Group, Inc.	Very Low 4%	122	3,151	$320K
Madison Avenue Securities, LLC	Very Low 4%	548	14,084	$140K
Archer Investment Corporation	Very Low 4%	173	4,290	$180K
Legacy Wealth Management, LLC	Very Low 4%	134	3,269	$190K
Creative Financial Designs, Inc.	Very Low 4%	462	10,477	$280K
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Infinity Financial Services Advisory	Low 5%	30	642	$260K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Kinetic Investment Management, Inc.	Low 5%	72	1,453	$310K
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
BFC PLANNING, Inc.	Low 5%	574	11,327	$330K
Silver Oak Securities, Inc.	Low 5%	448	8,631	$280K
Advisory Alpha, LLC	Low 5%	458	8,799	$270K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
VestGen Advisors, LLC	Low 6%	1,313	22,790	$290K
Brookwood Investment Group	Low 6%	210	3,500	$360K
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
Signature Equity Partners, LLC	Low 6%	104	1,716	$400K
Rossby Financial, LLC	Low 6%	238	3,897	$220K
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Sowell Management	Low 6%	400	6,280	$680K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
The Partners Wealth Management	Low 7%	430	5,925	$180K
RFG Advisory, LLC	Low 7%	1,256	17,207	$300K
Strategic Wealth Investment Group, LLC	Low 7%	286	3,900	$350K
Novem Group	Low 7%	260	3,513	$390K
Latitude Advisors, LLC	Low 8%	115	1,525	$320K
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Simplicity wealth	Low 8%	645	8,456	$200K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Lombard Advisers Incorporated	Low 8%	74	941	$540K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Lanark Financial, Inc.	Low 8%	280	3,508	$450K
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
BCG Securities, inc.	Low 8%	169	2,060	$370K
A.G.P / Alliance Global Partners	Low 8%	603	7,318	$380K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
ON Investment Management CO	Low 9%	794	9,317	$320K
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
William Joseph Capital Management, Inc.	Low 9%	167	1,879	$370K
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Advisory Services Network	Low 9%	1,121	12,426	$830K
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Financial & Tax Architects, LLC	Low 10%	149	1,565	$240K
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Corecap Advisors	Low 10%	936	9,671	$410K
Trajan Wealth, L.L.C.	Low 10%	1,035	10,633	$240K
PFG Advisors	Low 10%	735	7,527	$420K
Signal Advisors Wealth, LLC	Low 10%	473	4,816	$350K
American Independent Securities Group, LLC	Low 10%	437	4,339	$220K
Thrivent Advisor Network, LLC	Low 10%	1,481	14,611	$460K
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Stonex Advisors Inc.	Low 10%	1,020	9,741	$500K
McAdam LLC	Low 11%	584	5,538	$480K
Maia Wealth	Low 11%	226	2,127	$460K
BOK Financial Securities, Inc.	Low 11%	349	3,263	$310K
Composition Wealth, LLC	Low 11%	406	3,760	$2.3M
ValMark Advisers, Inc.	Low 11%	1,629	14,624	$550K
Insigneo Advisory Services, LLC	Low 12%	402	3,415	$670K
Quartz Partners Investment Management	Low 12%	88	744	$490K
OneSeven	Low 12%	1,908	15,787	$460K
Victory Financial	Low 12%	360	2,937	$450K
Kovack Advisors, Inc.	Low 12%	1,590	12,906	$430K
Focus Financial	Typical 13%	1,697	13,560	$490K
Summit Financial, LLC	Typical 13%	2,248	17,809	$1.3M
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
Advisory Solutions Group	Typical 13%	106	807	$510K
Ashton Thomas Securities, LLC	Typical 13%	301	2,281	$810K
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Beacon Global Advisor Network, LLC	Typical 13%	185	1,388	$540K
Balefire, LLC	Typical 13%	235	1,757	$600K
Hennion & Walsh Asset Management, Inc.	Typical 14%	147	1,087	$670K
CG Advisory Services	Typical 14%	680	4,898	$580K
Core Planning	Typical 14%	122	867	$610K
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Stephens	Typical 15%	3,088	21,168	$670K
Financial Security Advisory Inc	Typical 15%	459	3,099	$590K
Sunbelt Securities	Typical 15%	919	6,198	$420K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Maridea Wealth Management	Typical 16%	336	2,100	$860K
Advisors Capital Management, LLC	Typical 16%	2,863	17,842	$640K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
FourStar Wealth Advisors, LLC	Typical 16%	287	1,753	$780K
Centennial Securities Company Inc	Typical 17%	414	2,468	$510K
Fortis Capital Advisors, LLC	Typical 17%	363	2,127	$710K
Alera Investment Advisors, LLC	Typical 17%	352	2,034	$700K
Frost Investment Services	Typical 18%	535	3,019	$710K
Facet	Typical 18%	2,873	16,053	$540K
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
Madison Partners	Typical 18%	367	2,042	$620K
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
Argent Capital Management LLC	Typical 18%	194	1,071	$3.2M
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Provenance Wealth advisors	Typical 18%	524	2,864	$740K
HUB Investment Partners, LLC	Typical 18%	1,002	5,446	$1.3M
Aptus Capital Advisors, LLC	Typical 19%	2,358	12,693	$840K
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
Capital Analysts	Typical 19%	3,042	15,611	$540K
Shelton Capital Management	Typical 20%	281	1,432	$910K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
AssuredPartners Investment Advisors	Typical 21%	381	1,818	$690K
Advance Capital Management Inc	Typical 21%	1,531	7,287	$670K
Visionary Wealth Advisors, LLC	Typical 21%	898	4,186	$820K
Wealth Management	Typical 22%	1,021	4,731	$360K
United Advisor Group	Typical 22%	1,382	6,395	$210K
Berger Financial Group	Typical 22%	813	3,755	$780K
Merit Financial Advisors	Typical 22%	4,344	20,040	$900K
HBKS Wealth Advisors	Typical 22%	1,597	7,344	$940K
Gateway Wealth Partners, LLC	Typical 22%	1,605	7,312	$300K
Modern Wealth Management, LLC	Typical 22%	2,529	11,524	$830K
Ascentis Independent Advisors, LLC	Typical 23%	610	2,690	$740K
Mutual Advisors, LLC	Typical 23%	2,233	9,734	$920K
Jaffe Tilchin Investment Partners, LLC	Typical 23%	391	1,704	$1M
Packerland Brokerage Services, Inc.	Typical 23%	1,120	4,845	$280K
Mutual Of Omaha Investor Services, Inc.	Typical 23%	1,595	6,880	$4.7K
Wealthcare Capital Management LLC	Typical 23%	1,312	5,638	$660K
Convergence Financial	Typical 24%	647	2,665	$330K
Parallel Advisors, LLC	Typical 24%	1,013	4,169	$2.2M
RMR Wealth Builders, Inc.	Typical 24%	464	1,907	$940K
Ausdal Financial Partners, Inc.	Typical 24%	4,004	16,436	$220K
Lifeworks Advisors, LLC	Typical 25%	435	1,772	$510K
Savvy	Typical 25%	1,139	4,552	$1.1M
Nfsg Corporation	Typical 25%	765	3,036	$340K
XYPN Sapphire	Typical 25%	182	721	$1.3M
SeaCrest Wealth Management, LLC	Typical 25%	373	1,475	$1M
Ingalls Investment Management, LLC	Typical 26%	1,090	4,245	$1.6M
Thurston Springer Advisors	Typical 26%	1,157	4,429	$1.2M
Altitude Capital Management LLC	Typical 26%	128	488	$210K
AdvisorNet Wealth Partners	Typical 26%	923	3,499	$900K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
NorthCoast Asset Management LLC	High 27%	1,209	4,412	$1M
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
First National Advisers, LLC	High 28%	315	1,112	$1.5M
Nations Financial Group, Inc.	High 29%	1,625	5,525	$830K
CL Wealth Management LLC	High 29%	637	2,165	$340K
Wedbush Securities Inc.	High 29%	3,138	10,653	$610K
Western Wealth Management LLC	High 30%	3,272	11,019	$460K
Northwest Asset Management	High 30%	832	2,758	$1.5M
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
Forum Financial Management, Lp	High 31%	1,719	5,622	$1.3M
Smith Moore & Co.	High 31%	1,254	4,095	$530K
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Cary Street Partners	High 33%	2,175	6,641	$1.3M
Dynamic	High 33%	1,813	5,509	$960K
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Portside Wealth Group, LLC	High 33%	2,086	6,257	$200K
Level Four Advisory Services	High 34%	5,075	14,964	$320K
CX Institutional, LLC	High 34%	1,556	4,553	$940K
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
Larson Financial Group, LLC	High 35%	1,719	4,937	$1.1M
Ritholtz Wealth Management	High 35%	1,445	4,139	$2.2M
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
Main Street Financial Solutions, LLC	High 36%	706	1,981	$1.2M
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Highpoint Planning Partners	High 36%	3,304	9,160	$510K
Foster Group, INC.	High 37%	715	1,956	$2.1M
Krilogy	High 37%	1,121	3,061	$1.4M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
SteelPeak Wealth, LLC	High 38%	858	2,278	$1.6M
BMO Nesbitt Burns Securities Ltd.	High 38%	412	1,086	$1.1M
Moors & Cabot, Inc	High 38%	1,889	4,921	$750K
CGN Advisors, LLC	High 38%	493	1,281	$1.2M
Zacks Investment Management, Inc.	High 39%	1,293	3,344	$1.3M
The Pinnacle Financial Group	High 40%	1,249	3,150	$410K
Fifth Third Wealth Advisors LLC	High 40%	566	1,426	$2.3M
Donaldson Capital Management LLC	High 41%	711	1,736	$1.7M
New Edge Wealth	High 43%	1,557	3,621	$5.2M
Annex Wealth Management, LLC	High 43%	2,891	6,710	$1.1M
Prospera Financial Services, inc.	High 44%	7,796	17,878	$680K
Forvis Mazars Wealth Advisors, LLC	High 44%	1,898	4,329	$2.5M
Apella Wealth	High 44%	3,591	8,139	$1.3M
DayMark Wealth Partners, LLC	High 44%	913	2,060	$2.3M
Aprio Wealth Management, LLC	High 45%	710	1,592	$2.4M
SpiderRock Advisors, LLC	High 46%	1,961	4,300	$2M
Northrock Partners, LLC	High 47%	2,255	4,778	$2.5M
Pure Financial Advisors, LLC	High 48%	3,567	7,503	$1.5M
Avior Wealth Management, LLC	High 48%	2,288	4,775	$1.2M
Innovia Wealth, LLC	High 49%	359	727	$3.9M
Copeland Capital Management, LLC	High 49%	943	1,907	$730K
Americana Partners, LLC	High 51%	827	1,627	$4.3M
Valley Wealth Managers, Inc.	High 52%	441	854	$2.4M
SEIA	High 52%	4,920	9,520	$2.3M
SVB Wealth	High 52%	530	1,024	$2.4M
Performance Wealth	High 52%	485	925	$3.5M
Dana Investment Advisors Inc	High 53%	710	1,330	$1.7M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Keel Point, LLC	Very High 54%	846	1,560	$2.1M
Chicago Capital, LLC	Very High 54%	445	818	$5.7M
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Northland Asset Management	Very High 55%	484	875	$460K
AlphaCore Capital LLC	Very High 55%	2,209	3,985	$3.1M
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Robertson Stephens	Very High 56%	1,256	2,236	$3.2M
Johnson Investment Counsel, Inc.	Very High 57%	2,995	5,251	$2.9M
Plancorp, LLC	Very High 57%	1,284	2,251	$4.2M
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
RWA Wealth Partners	Very High 60%	3,545	5,951	$3.1M
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Acropolis Investment Management	Very High 61%	636	1,037	$2.4M
OpenArc Corporate Advisory, LLC	Very High 61%	2,356	3,841	$2.6M
David Vaughan Investments, LLC	Very High 62%	721	1,164	$3.4M
Soltis Investment Advisors, LLC	Very High 63%	3,207	5,113	$1.3M
Bartlett & Co. Wealth Management LLC	Very High 63%	1,351	2,133	$4.1M
Chicago Partners Investment Group LLC	Very High 64%	1,749	2,741	$2.6M
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Evensky & Katz/Foldes Wealth Management	Very High 65%	763	1,165	$2.6M
Mission Wealth Management, LP	Very High 69%	3,633	5,299	$3.2M
Northern trust Securities, Inc	Very High 69%	1,406	2,024	$810K
Sapient Capital LLC	Very High 71%	691	980	$12M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Valeo Financial Advisors, LLC	Very High 75%	2,257	3,021	$4.2M
RubinBrown Advisors LLC	Very High 75%	860	1,151	$3.3M
Root Financial Partners	Very High 75%	643	852	$2.5M
Calamos Wealth Management LLC	Very High 77%	3,141	4,072	$1.2M
JMG Financial Group Ltd	Very High 79%	1,403	1,776	$4.2M
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Provident Trust Company	Very High 82%	814	992	$5.9M
Andersen	Very High 84%	462	550	$6.8M
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
Plante Moran financial advisors	Very High 86%	3,445	3,988	$6.7M
Crescent Grove Advisors	Very High 89%	290	325	$16M
Aaron Wealth Advisors	Very High 91%	115	127	$26M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Oxford Financial Group, Ltd	Very High 94%	551	589	$24M
Chesley, Taft & Associates, LLC	Very High 95%	585	617	$4.7M
Wedmont Private Capital	Very High 99%	491	496	$6.9M
Ancora Private Wealth Advisors, LLC	Very High 100%	4,414	4,414	$840K
BMO Family Office, LLC	Very High 100%	70	70	$140M
Brownson, Rehmus & Foxworth, Inc.	Very High 100%	263	263	$17M
Citizens Private Wealth	Very High 100%	2,465	2,465	$6.4M
Gamco Asset Management Inc.	Very High 100%	1,757	1,757	$2.6M
Prairie Capital Management Group, LLC	Very High 100%	431	431	$6.8M

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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

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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