HNW client percentage for Supported firms serving clients in Florida

Supported firms active in Florida 1,226 firms

Very Low 0%-8%

Low 8%-22%

Typical 22%-35%

High 35%-60%

Very High 60%-100%

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

Median: 29%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Bay Capital	Low 16%	26	165	$330K
Golden Road Advisors LLC	Typical 31%	77	248	$940K
McGinn Penninger Investment Management Inc.	Very High 100%	331	331	$360K
HFG Capital	Very Low 0%	—	166	$79K
Rowley Financial	Low 18%	30	166	$590K
Integrity Wealth Management, Inc.	Typical 23%	39	167	$980K
JB Meridian Advisors, LLC	Low 11%	18	167	$220K
The Jenkins Group	High 36%	91	251	$1.1M
URS Advisory	Very High 73%	52	169	$950K
Agnello Financial Group, Inc.	Typical 33%	56	169	$2.1M
Core Partners	Very Low 4%	10	254	$180K
Lewinter Wealth Advisors, LLC	Typical 34%	29	85	$1.9M
Mainstream Capital Management	High 35%	60	170	$1.3M
Opulus	Low 19%	33	170	$520K
M3 Advisory Group, LLC	Very High 90%	307	341	$900K
Elevation Wealth Partners, LLC	Very Low 0%	—	171	$310K
IDB Lido Wealth, LLC	Very High 89%	152	171	$2.1M
Dragus Capital, LLC	Very High 93%	80	86	$2.6M
Safe Harbor Wealth Management, LLC	Very Low 1%	2	172	$170K
Genesis Wealth Management	Very Low 2%	7	347	$150K
Almega Wealth Management	Low 14%	36	261	$450K
Quantumvest, Inc.	Low 17%	29	174	$230K
Copperwood Financial	Low 18%	46	262	$450K
Fairlane Investment Advisors Inc	Low 19%	33	175	$460K
Independent Wealth Management, LLC	High 35%	61	176	$1.2M
Mutual Trust Advisory Group	Typical 28%	50	176	$940K
Legacy Planning Advisors, LLC	Typical 28%	75	265	$880K
MF Advisers, Inc.	Very Low 2%	4	177	$200K
Invested Advisors	Typical 23%	62	266	$830K
Naples Money Management LLC	High 35%	62	178	$910K
Giverny Capital Advisors	High 54%	96	179	$1.8M
Northstar Financial Planners, Inc.	Typical 26%	94	358	$850K
Moseley Investment Management, Inc.	Typical 31%	113	359	$1.2M
Double Diamond Investment Group, LLC	Very High 72%	65	90	$720K
Quantum Private Wealth, LLC	Very High 63%	57	90	$4.6M
Key Capital Advisors, Inc.	Very High 100%	91	91	$770K
The Alchemists, LLC	Very Low 3%	3	91	$280K
Legacy Financial Services Group, Inc.	Low 19%	35	183	$660K
Cassilly Financial	High 52%	96	184	$730K
Magnolia Financial Planning Services, Inc.	Typical 32%	88	276	$760K
St. Nicholas Private Asset Management, Inc.	Very High 100%	92	92	$1.6M
An Exceptional Life Financial, LLC	Low 14%	53	370	$690K
Applewhite & Buys Financial Advisors	Typical 30%	55	185	$830K
Aurora Investment Managers, LLC	Typical 30%	55	185	$1.8M
Hale & Doerr Wealth Management LLC	Very Low 7%	13	185	$260K
Peninsula Asset Management Inc	High 42%	77	185	$1.5M
Wisdom Financial Planning	Typical 31%	57	185	$900K
Steelhead Wealth Management	High 37%	103	278	$1.2M
IMZ Advisory Inc.	Typical 34%	125	372	$800K
Asset Protection Group	Low 9%	17	187	$330K
Blue Point Financial, Inc.	High 36%	68	187	$780K
Successful Wealth Strategies, LLC	Low 16%	29	187	$270K
WealthPoint Advisors	Low 8%	30	375	$380K
Elm3 Financial Group, LLC	Typical 23%	66	282	$660K
Blue Jay Financial Group, LLC	Low 8%	23	283	$400K
Elevation Advisory Partners LLC	Low 15%	58	378	$600K
First Financial Group	Typical 24%	89	378	$840K
Skybox Financial Group LLC	Low 11%	21	189	$400K
JW Thompson Investments LLC	Low 20%	38	190	$160K
Newcorp Wealth Management	Typical 23%	43	190	$740K
Waterstone Financial Advisory LLC	Typical 24%	67	285	$880K
Capstone Wealth Management Corp.	Low 8%	24	286	$380K
Bond Financial Group, Inc.	Very Low 6%	11	191	$290K
Lodestone Wealth Management LLC	Typical 34%	99	287	$1.2M
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors	High 41%	118	287	$540K
Daniel Krug & Associates	Typical 29%	55	192	$760K
VCP Financial LLC	Very High 65%	252	385	$290K
Family First Financial Planning	Very Low 0%	—	193	—
Unify Financial Advisors	Low 18%	35	193	$800K
Safe Harbor Retirement Planners	Low 14%	42	290	$370K
Financial Guidance Group, Inc.	Typical 24%	70	291	$980K
Styre Wealth	High 35%	67	194	$1.1M
Eagle Financial Strategies	Low 15%	45	294	$470K
Oda And Company, Inc.	Low 17%	33	197	$640K
Arrow Wealth Advisors	Typical 22%	44	198	$530K
Law & Associates Inc	Low 18%	54	297	$1.1M
Fiduciary Capital, Inc.	Low 11%	33	298	$230K
Horowitz & Company, Inc.	Low 21%	42	199	$680K
Winthrop Partners - WNY, LLC	Low 15%	44	299	$620K
Enright, Mollin, Cascio & Ramusevic, Inc.	High 55%	55	100	$2.7M
Hayek Kallen Investment Management L.L.C.	Low 11%	21	200	$2.1M
Merryfield Barnes, LLC	Low 20%	40	200	$590K
Milinovich & Co., Inc.	Low 10%	30	301	$330K
Barnett Capital Advisors LLC	Low 19%	39	201	$520K
Hull Wealth Management	Low 16%	33	202	$690K
Stillblue Financial Partners, LLC	Very Low 6%	12	203	$530K
DiPaolo Financial Group, Inc.	Low 18%	73	408	$410K
Norseman Advisory Group, Inc.	Very Low 6%	6	102	$410K
Forefront Asset Management, LLC	Low 10%	31	307	$440K
Sage Investment Advisers LLC	Typical 24%	75	307	$870K
Common Cents Wealth Management, LLC	Low 17%	35	205	$550K
Sandhill Wealth Management, Inc.	Low 17%	34	205	$460K
Newman Ladd Capital Advisors, LLC.	Low 10%	21	206	$520K
Saul Wealth Advisors, LLC	Very High 62%	64	103	$1.9M
FamilyWealth Asset Management	Very Low 7%	29	413	$300K
Inversiones Sura	Very Low 6%	26	413	$340K
Gragg Financial	Low 18%	55	310	$510K
BRIA Capital Group, LLC	Typical 28%	86	311	$490K
Brandywine Financial Group, Inc.	Typical 26%	55	208	$640K
Witt Financial Group, LLC	Typical 27%	86	314	$510K
Fernandez Wealth Management	Low 16%	17	105	$480K
Templeton Financial Services Inc.	Very High 100%	315	315	$1.4M
Targeted Financial Services, LLC	Low 15%	65	422	$610K
Live Oak Investment Partners	Low 21%	67	317	$670K
Caruso and Company, P.A., Certified Public Accountants	Very High 81%	86	106	$350K
Wealth Pro Advisors, Inc.	Very High 62%	132	212	$1.5M
Finer Wealth Management, Inc.	High 37%	78	213	$1.4M
RWA Advisors	Very High 68%	145	213	$470K
Core Alpha, Inc.	Very Low 0%	—	321	$450K
Reality Financial Planning Services, LLC	Low 15%	33	214	$570K
Syntax Research, Inc.	High 40%	43	107	$1.8M
ETF Portfolio Partners, Inc.	Typical 25%	107	429	$980K
Saperston Legacy Advisors, Inc.	Typical 31%	134	429	$420K
American Retirement & Investment Strategies, LLC	Typical 23%	49	215	$480K
Eastwind Capital Wealth Management	Very Low 5%	16	323	$280K
Xcel Wealth Management, LLC	Typical 24%	79	323	$1.5M
Kingsman Wealth Management Inc.	Typical 25%	53	216	$1.1M
MFG Wealth Management, Inc.	Low 9%	29	324	$400K
Sara-Bay Financial Corp.	Very Low 3%	11	324	$1.2M
Future Financial Wealth Management Group, LLC	Typical 27%	58	218	$890K
T. Anton Investment House, Inc.	High 38%	125	328	$1.1M
BNB Wealth Management, LLC	Typical 34%	152	441	$460K
Chronos Wealth Management, L.L.C.	High 37%	82	221	$1.2M
Meredith Wealth Planning	High 52%	116	221	$2.1M
Trombley Wealth Management	Low 8%	17	222	$370K
Clover Leaf Financial LLC	Low 11%	25	223	$340K
Cox & Cook Wealth Advisors	Typical 28%	63	223	$540K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
American Community Wealth Management, LLC	High 54%	244	449	$400K
Tumolo Wealth Management LLC	Very Low 7%	31	449	$300K
Ipsen Advisor Group	Low 14%	47	337	$670K
Everest Financial Advisors, LLC	Low 9%	20	225	$280K
Lavish Financial Planning	High 47%	105	225	$160K
Bondwire	Very Low 5%	11	226	$200K
Envision Capital Management Inc	Very High 100%	226	226	$1.5M
Peachtree Investment Partners, LLC	High 36%	82	227	$1.4M
Principium Investments LLC	Typical 22%	51	227	$930K
Personal Financial Profiles Inc	High 52%	119	228	$1.4M
The Mustico Financial Group, Inc.	Low 15%	69	460	$680K
Safe Harbor Fiduciary, LLC	Typical 22%	77	346	$380K
Concorde Financial Resources	Typical 32%	74	231	$980K
Stawnychy Financial Services, Inc.	Typical 22%	25	116	$980K
Aldebaran Financial Inc	Low 12%	43	350	$580K
Condon Wealth Management, Inc.	High 35%	82	234	$510K
Lifecraft Wealth Management	Typical 23%	27	118	$550K
Revision Wealth Management LLC	Very Low 0%	—	118	$110K
Carolina Financial Advisors, Inc.	Low 10%	46	473	$510K
Warther Private Wealth	Typical 24%	56	237	$1.4M
The David J. Yvars Group Inc.	Typical 30%	141	476	$630K
The Keystone Financial Alliance, LLC	Very High 63%	75	119	$1.4M
Atlantic Family Wealth, LLC	High 57%	137	240	$740K
Baobab Wealth Management	Very Low 6%	14	240	$290K
Courtesy Investment Advisory Services LLC	Very Low 0%	—	120	—
Northstar Advisory Group, LLC	Typical 31%	113	361	$1M
Aptus Wealth Management, LLC	High 38%	92	242	$380K
Oliver Wealth Management	Low 17%	83	484	$690K
Rinaldi Wealth Management, Inc.	High 36%	131	363	$670K
The Sherwin Group	Low 9%	21	242	$160K
Wealth Management Advisors, inc.	Low 12%	29	242	$190K
Florin Pensions LLC	Very Low 0%	—	485	—
Harvest Investment Advisors, LLC	High 35%	43	122	$1.6M
Private Client Asset Management, Inc.	High 38%	92	244	$740K
Kenneth Frenke & Co	Typical 24%	58	245	$840K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
JPL Asset Management and Planning, LLC	Very Low 0%	—	369	$250K
GuidedQuest, LLC	Very Low 0%	—	247	—
McInerney Investment Advisors	Very Low 0%	—	494	—
Hershey Financial Advisers, LLC	Very Low 5%	24	499	$300K
The Bottom Line Wealth Management Ltd.	Very Low 0%	—	250	$25K
Bennington Financial Planning Group	Typical 32%	120	376	$700K
Physician Family Financial Advisors Inc	High 43%	160	376	$760K
Rik Saylor Financial, Inc.	Typical 26%	96	376	$520K
M&M Wealth Management, LLC	Typical 25%	62	251	$330K
BARR Financial Services, LLC	High 38%	97	253	$1.1M
Reshape Wealth	Very High 69%	88	127	$1.8M
Digital Asset Investment Management	Low 9%	24	255	$310K
LifePlan Financial, LLC	Typical 25%	63	255	$550K
M1 Capital Management LLC	Typical 27%	105	383	$1M
Kirtland Hills Capital Management, LLC	Very High 65%	166	256	$1.4M
Neu Wealth Group	Typical 30%	39	128	$2.2M
Steinberganna Wealth Management LLC	High 41%	107	259	$1.8M
Rice Wealth Management Group, Inc.	Low 20%	26	130	$700K
RM Financial Services, LLC	Typical 31%	119	390	$600K
Schwan Financial Advisors, LLC	Very High 98%	255	261	$0
Dorman Financial Management, P.A.	Typical 22%	58	262	$600K
Applied Capital	Typical 29%	76	264	$600K
Old Oak Financial Planning, Inc.	Low 19%	50	264	$610K
Richard P. Doleva & Associates	Low 14%	38	264	$0
Secure Planning, LLC	Very Low 4%	19	529	$350K
Atlas Financial Advisors, Inc.	Very Low 6%	17	266	$180K
Kennedy Wealth & Tax Management, LLC	High 44%	58	133	$1.6M
Royal Oak Financial Group	Typical 30%	119	399	$920K
Trendscast Financial LLC	Very Low 4%	12	267	$94K
Momentum Wealth Management	Very Low 6%	17	269	$240K
Agemy Wealth Advisors, LLC	Typical 27%	111	404	$320K
LDN Wealth, LLC	Typical 25%	69	271	$0
HYJC Capital of WNY	Typical 25%	67	272	$300K
Brightwater Advisory, LLC	High 47%	127	273	$1.1M
Pearl Wealth Group	Low 8%	23	273	$380K
AMFG Wealth Management LLC	Very Low 2%	11	547	$98K
Dougherty Investment Advisors	Very High 92%	380	412	$340K
Bautis Financial, LLC	Low 10%	27	275	$720K
Regatta Research & Money Management L.L.C.	Low 11%	60	550	$380K
Brisbois Capital Management LLC	Very High 60%	83	138	$700K
Haas Financial, Inc.	Typical 22%	31	138	$710K
Lebens Advisory Group LLC	Low 14%	20	140	$380K
Libertas Wealth Management Group, Inc.	Low 8%	21	280	$520K
McCulley Financial Group, LLC	Low 16%	22	141	$720K
Summit Wealth Group, LLC	Low 20%	56	282	$650K
Center for Asset Management, LLC	Typical 30%	84	284	$900K
Phillips Wealth Management LLC	Very Low 6%	16	284	$310K
Callahan Wealth Advisory	High 35%	100	285	$1.2M
Mariaca Wealth Management, LLC	Low 17%	49	285	$790K
Waypoints Financial	Very Low 7%	32	428	$360K
Sky Alpha Asset Advisors	Very High 67%	191	286	$540K
Finish Well RIA LLC	Low 8%	22	287	$340K
Kaplan Wealth Management, Inc.	Typical 30%	86	287	$310K
Candace Shira Associates, LLC	High 39%	167	431	$1M
Tudor Financial, Inc.	Low 17%	74	431	$590K
Wood Tarver Financial	Typical 26%	148	575	$800K
Athena Wealth Management, LLC	High 42%	61	144	$1.2M
Great Lakes Benefits and Wealth Management	Low 10%	30	290	$240K
VCM Wealth	High 51%	149	291	$360K
Castle Financial & Retirement Planning Associates Inc	Typical 23%	33	146	$740K
David P. Gilliam & Associates, Inc.	Low 15%	65	438	$400K
Greycliff Wealth Management, LLC	High 40%	58	146	$550K
Thames Financial Management	High 36%	106	292	$1M
D & G Advisory Group, L.L.C.	Typical 31%	90	293	$650K
Peak Capital Management	Low 8%	23	293	$290K
Semus Wealth Partners, LLC	High 35%	52	147	$1.8M
Canty Financial Management, Inc.	High 44%	195	443	$540K
Capstone Investment Management LLC	High 36%	108	296	$320K
Ferris Wheel Finance, Inc.	Very Low 3%	9	296	$140K
von Adelung Wealth Management	Very Low 4%	11	296	$280K
Mercurio Wealth Advisors	Very Low 3%	15	446	$320K
Asset Solutions, Inc.	Very Low 7%	22	300	$330K
Kaizen Wealth Management, LLC	Very Low 0%	—	450	—
Timmons Wealth Management	High 40%	60	150	$1.2M
Capstone Pacific Investment Strategies	Very Low 7%	21	302	$150K
Baron Financial Group LLC	High 35%	106	306	$1.2M
Stage 2 Planning Partners LLC	Low 8%	23	306	$340K
B&E Investment Advisers, Inc.	Very Low 0%	—	462	—
Invenio Wealth Partners, LLC	Very High 76%	234	308	$1.1M
North Compass Financial Advisors, LLC	Low 13%	40	308	$440K
Kellett Wealth Advisors, LLC	Low 11%	50	465	$680K
Gineris Wealth Management	Low 10%	30	312	$280K
Orion Investment Co	High 56%	350	627	$690K
Lake Tahoe Wealth Management, Inc.	High 35%	109	314	$910K
Pawleys Investment Advisors, LLC	Low 17%	55	315	$270K
Sard Wealth Management Group, LLC	High 49%	155	319	$1.4M
Armada Advisors	Low 14%	44	323	$420K
Proper Wealth	High 46%	224	485	$260K
Second Half Financial Partners, LLC	Low 9%	46	485	$260K
Unified Wealth Management LLC	Low 10%	31	325	$460K
Fellowship Financial Group	Very Low 7%	33	489	$340K
Madden Advisory Services, Inc.	High 37%	122	331	$810K
STM Asset Management LLC	Very Low 0%	—	498	$92K
Main Street Asset Management LLC	Very Low 0%	—	167	$94K
Investment Management & Planning LLC	Very High 62%	314	503	$470K
Steady Returns	Typical 22%	75	336	$480K
Tim Looney Investments, LLC	Typical 24%	123	504	$970K
Udine Wealth Management Inc.	Typical 34%	115	338	$810K
Avant Capital, LLC	Low 20%	67	339	$510K
Straight Forward Wealth Management, LLC	Very Low 1%	2	339	$130K
Appalachian Capital Management	Low 15%	50	341	$500K
Cornerstone Financial Consulting, LLC	Very Low 5%	25	512	$100K
Andersen Wealth Management	Very Low 0%	—	691	$140K
Hall Capital Management Company, Inc.	Typical 23%	121	519	$730K
Eaton Financial Group	Low 21%	72	347	$910K
CPR Financial & Insurance Services, Inc.	Very Low 2%	15	696	$130K
Premier Private Wealth Management, LLC	Very Low 2%	13	698	$180K
Financial Planning Center, LLP	Very Low 0%	—	354	—
Crosby Advisory Group, LLC	Very Low 2%	13	533	$150K
Bard Associates Inc	High 52%	93	180	$2.2M
Skyview Financial Group, LLC	Low 11%	41	362	$790K
Lighthouse Retirement	Typical 26%	48	182	$1.6M
Alliance Wealth Advisors	Very Low 5%	17	366	$240K
Miami Valley Portfolio Management Inc	Low 12%	91	732	$260K
Privileged Planning Inc.	Very Low 6%	11	184	$220K
Taylor & Williams, Inc.	Low 10%	19	184	$500K
American Financial & Tax Strategies, Inc.	High 43%	80	185	$1.5M
The Holland Group, Retirement Wealth Advisors, LLC	Very Low 5%	38	744	$380K
Bountiful Investment Management LLC	Very Low 2%	9	560	$290K
Duncan Financial Management, Inc.	Very Low 3%	13	375	$68K
CND Financial	High 39%	73	188	$1M
Tuttle Wealth Partners LLC	Very Low 6%	32	565	$120K
Crossplan Money Management	Very Low 6%	12	190	$330K
Ingram Advisory Services, LLC	Very Low 6%	21	380	$290K
Cherry Creek Investment Advisors Inc	Typical 24%	93	381	$920K
Magnolia Wealth Management LLC	Typical 26%	100	385	$480K
Spyrnal Financial Group	Low 9%	35	387	$370K
Fund Advisors of America Inc	Very Low 5%	32	585	$260K
Plan to Prosper Wealth Management	Low 13%	51	390	$520K
Prosperity Asset Management, LLC	Low 8%	16	195	$290K
Schuchard Capital Management Inc	High 48%	93	195	$1.5M
Aljen Asset Management LLC	Typical 23%	93	397	$410K
Bates Financial Advisors, Inc.	Typical 33%	130	397	$1.1M
The Pension Group	Very Low 2%	10	599	$300K
Virtus Financial Partners	Low 18%	111	602	$190K
Kirtland Financial Management, Inc.	High 46%	92	201	$1.9M
Guernsey Financial, LLC	Typical 29%	59	204	$0
Solomon API LLC	Very Low 2%	15	613	$280K
Brixton Capital Wealth Advisors, LLC	Typical 25%	206	819	$260K
Align Wealth Advisors	Very Low 0%	—	205	$490K
Bodnar Financial Advisors, Inc.	Very Low 0%	—	410	—
Edwards Financial services	Very High 76%	310	410	$150K
Sterling Bridge Financial Group LLC	Very Low 6%	50	826	$160K
Borabond, LLC	Very Low 0%	—	207	$400
Milagre Wealth Management, Inc.	Very Low 7%	31	414	$330K
Anchor Wealth Management Group LLC	High 45%	93	208	$1.1M
Vision Wealth Management, Inc.	Low 9%	36	416	$200K
Capital Preservation Partners, Inc.	Low 15%	61	417	$530K
Reap in Wealth Management, LLC	Very Low 0%	—	627	$55K
Valley Oak Investment Strategies LLC	Low 10%	21	209	$150K
44 North Capital, LLC	High 51%	217	425	$290K
Ciovacco Capital Management	Very High 69%	147	214	$960K
Peak Wealth Management, LLC	Low 19%	123	643	$690K
Copperline Wealth Management & Planning	Typical 28%	122	430	$290K
HFM INVESTMENT ADVISORS, Inc.	High 58%	127	218	$2.2M
Capital Advisory Services, LLC	Very Low 0%	—	439	$210K
Stock Management LLC	Low 18%	77	439	$320K
Acumen Financial Advisors, LLC	Very High 61%	134	220	$2.1M
Q Capital Solutions	High 37%	83	225	$940K
RD Lewis Wealth Management	Typical 27%	121	451	$570K
Standfast Asset Management, LLC	Low 19%	43	227	$430K
Private Wealth Group, LLC	Typical 27%	62	228	$1.1M
BG Wealth Advisory, LLC	Very Low 0%	—	462	—
Des Moines Investments, LLC	Low 11%	75	700	$350K
Carpenter, Claydon Advisors, Inc.	Very High 79%	188	239	$1.1M
Bankshop, LLC	Very Low 6%	14	240	$260K
Bucket List Wealth Management, LLC	Typical 25%	120	480	$460K
Barlas O'Reilly Wealth Management, LLC	Very Low 0%	1	730	$47K
Old Forge Wealth Management, LLC	Low 10%	24	244	$400K
Wurz Financial Services, LLC	Low 9%	42	491	$240K
Legacy Investment Advisors LLC	Very Low 2%	12	492	$120K
Guardian Financial, Inc.	Very Low 4%	11	248	$310K
Ransom Advisory	High 55%	137	250	$1.2M
Wakeful	Low 16%	40	250	$160K
Altitude Wealth Management, LLC	Very Low 4%	21	502	$220K
Provider Financial, Inc.	High 42%	210	505	$600K
Smith Asset Management Co., LLC	Very Low 5%	39	765	$360K
Sandy Morris Financial & Estate Planning Services, LLC	Very Low 6%	45	767	$240K
Zinnia Wealth Advisory, LLC	Very Low 6%	31	512	$330K
Rockdale Financial Services, Inc.	Low 9%	24	262	$220K
Folionet Advisers LLC	Very Low 0%	—	1,058	$23K
Campbell Capital Management Inc	High 38%	101	265	$1.1M
Gulfcoast Financial Services, Inc.	Very Low 7%	19	282	$270K
The Capital Group Fiduciary Advisors, LLC	Low 18%	51	283	$670K
Cramer & Rauchegger, Inc.	Low 11%	95	850	$180K
Rhino Wealth Management	Low 10%	29	285	$280K
South Shore Investment Services LLC	Very Low 4%	22	570	$210K
Masterplan Retirement Consultants	Very Low 0%	—	290	—
Mann Financial Group	Low 17%	97	585	$560K
Its Asset Management, L.P.	Very Low 3%	20	586	$420K
Tower Wealth Partners	Low 16%	146	920	$480K
Money Script Wealth Management, PLLC	Low 10%	30	310	$310K
Wiregrass Asset Management	Typical 34%	105	313	$300K
McKee Investment Planning, Inc.	Very Low 4%	27	647	$150K
Dynamic Asset Management Group LLC	Very Low 5%	16	349	$240K
Asia Pacific Financial Management Group, Inc.	Very Low 3%	44	1,417	$150K
Northfort Financial, LLC	Very Low 0%	—	356	$330K
Livelsberger Financial Advisory	Very Low 2%	6	371	$450K
Orca Wealth Management, LLC	High 54%	221	406	$420K
MFP Financial Services, LLC	Low 13%	168	1,284	$280K
Toomey Investment Management, Inc	Very Low 6%	76	1,291	$240K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
Kramer Investment Services, LLC	Very Low 0%	—	507	$120K
Wealth Management Corporation	Very Low 2%	39	1,641	$150K
Bradford Financial Services Corp	Very Low 0%	—	549	$460K
Greenbridge Partners LLC	Low 17%	107	648	$670K
Kennon Financial	Low 11%	81	741	$400K
Plan Confidence Corporation	Very Low 0%	—	859	—
ACA/Prudent Investors Planning Corporation	Low 8%	70	880	$400K
Chiron Capital Management, LLC	Typical 28%	248	896	$250K

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Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

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

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support