HNW client percentage for Supported firms serving clients in Massachusetts

Supported firms active in Massachusetts 371 firms

Very Low 0%-13%

Low 13%-29%

Typical 29%-43%

High 43%-66%

Very High 66%-90%

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

Median: 36%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Bradford Financial Services Corp	Very Low 0%	—	549	$460K
Toomey Investment Management, Inc	Very Low 6%	76	1,291	$240K
Polaris Financial, LLC	Very Low 0%	—	852	$81K
Tax & Investment Advisors	Very Low 10%	34	346	$290K
Financial Management Associates, LLC	Typical 41%	141	343	$390K
Ironwood Investment Management, LLC	Very High 100%	288	288	$970K
South Shore Investment Services LLC	Very Low 4%	22	570	$210K
Successful Money Strategies Inc	Low 26%	72	273	$830K
Lenk Ladner Investment Solutions LLC	Typical 41%	111	270	$1.2M
Ransom Advisory	High 55%	137	250	$1.2M
Old Forge Wealth Management, LLC	Very Low 10%	24	244	$400K
Encircle Financial Strategies	Low 17%	41	240	$580K
Rothwell Investment Advisors	Low 19%	131	707	$260K
Clary Financial, Inc	Very Low 0%	—	439	$210K
Ciovacco Capital Management	Very High 69%	147	214	$960K
44 North Capital, LLC	High 51%	217	425	$290K
Hepworth Equity Partners, LLC	Typical 30%	127	421	$320K
Borabond, LLC	Very Low 0%	—	207	$400
Brixton Capital Wealth Advisors, LLC	Low 25%	206	819	$260K
Schuchard Capital Management Inc	High 48%	93	195	$1.5M
The Retirement Planning Company of New England, Inc.	Low 24%	136	565	$700K
Bountiful Investment Management LLC	Very Low 2%	9	560	$290K
Bard Associates Inc	High 52%	93	180	$2.2M
Cutter Financial Group LLC	Very Low 8%	42	520	$420K
APEX Investment Group	Very Low 11%	56	519	$390K
Kraematon Investment Advisors, Inc.	High 48%	83	173	$1.2M
First Financial Advisory Services Inc	Low 15%	76	516	$540K
Massachusetts Wealth Management, LLC	Typical 29%	94	324	$890K
Beyond Your Hammock LLC	Typical 30%	48	161	$720K
RheeCo, Inc.	Very Low 9%	30	318	$350K
Craig Duvarney, Cfp	Very High 79%	120	152	$2.4M
Sippican Capital Advisors	Very High 100%	150	150	$920K
Timmons Wealth Management	Typical 40%	60	150	$1.2M
Flagship Private Wealth	High 45%	269	597	$730K
Ferris Wheel Finance, Inc.	Very Low 3%	9	296	$140K
von Adelung Wealth Management	Very Low 4%	11	296	$280K
Thames Financial Management	Typical 36%	106	292	$1M
Five Corners Financial Services	Typical 33%	95	290	$1M
Needham Advisory Corporation	Low 22%	32	143	$640K
Brisbois Capital Management LLC	High 60%	83	138	$700K
Financial Solutions Associates	Typical 30%	80	270	$640K
Strategic Planning Group, Inc.	Typical 29%	78	265	$820K
Secure Planning, LLC	Very Low 4%	19	529	$350K
Capital Design Private Wealth LLC	Low 17%	45	264	$360K
Richard P. Doleva & Associates	Low 14%	38	264	$0
The Clifford Group LLC	Low 23%	61	261	$950K
Steinberganna Wealth Management LLC	Typical 41%	107	259	$1.8M
Digital Asset Investment Management	Very Low 9%	24	255	$310K
Lighthouse Capital, LLC	Very Low 0%	—	127	$250K
Reshape Wealth	Very High 69%	88	127	$1.8M
Bennington Financial Planning Group	Typical 32%	120	376	$700K
Connolly Financial Advisors, Inc.	Typical 37%	46	125	$750K
The Montgomery Financial Group, Inc.	Very Low 3%	8	247	$200K
Glenwood Investment Group, LLC	Low 14%	51	370	$540K
Factor Investing Group	Low 21%	103	491	$700K
Balanced Wealth Management, LLC.	Very Low 7%	18	243	$400K
Cape Ann Capital, Inc.	Low 18%	42	240	$740K
Condon Wealth Management, Inc.	Typical 35%	82	234	$510K
Milne Financial Planning, Inc.	Typical 29%	34	116	$940K
Timbuktu Capital Management, LLC	Typical 41%	47	115	$820K
Peachtree Investment Partners, LLC	Typical 36%	82	227	$1.4M
Envision Capital Management Inc	Very High 100%	226	226	$1.5M
Sawyer & Co Inc	High 57%	129	226	$1.3M
Trombley Wealth Management	Very Low 8%	17	222	$370K
American Retirement & Investment Strategies, LLC	Low 23%	49	215	$480K
Heritage Wealth Management	Typical 38%	82	215	$710K
Advisory Resource Group, LLC	Very Low 9%	30	320	$0
Finer Wealth Management, Inc.	Typical 37%	78	213	$1.4M
Ouellette Wealth Advisory LLC	High 46%	98	213	$1.3M
Washington Financial Group, Inc.	Typical 29%	61	213	$560K
Proctor Financial	High 43%	90	210	$1.8M
FamilyWealth Asset Management	Very Low 7%	29	413	$300K
Generations Retirement Group, LLC	Very Low 0%	—	202	$190K
Statera Financial, LLC	Very Low 4%	12	301	$200K
Collaborative Wealth Advisors, LLC	Low 14%	27	200	$420K
Heaphy Investments, LLC	Low 16%	16	99	$670K
R.A.I. Financial Services, Inc.	Very Low 0%	—	99	$95K
Bartley Financial Advisors, LLC	High 47%	46	98	$1.4M
VCP Financial LLC	High 65%	252	385	$290K
Bond Financial Group, Inc.	Very Low 6%	11	191	$290K
Perennial Advisors Group, LLC	High 55%	105	191	$2.1M
JW Thompson Investments LLC	Low 20%	38	190	$160K
MKT Advisors LLC	Typical 37%	137	374	$1.2M
Successful Wealth Strategies, LLC	Low 16%	29	187	$270K
Aurora Investment Managers, LLC	Typical 30%	55	185	$1.8M
U.S. Boston Capital Corporation	Typical 33%	30	92	$3.8M
Fenway Financial Advisors, LLC	Very High 76%	69	91	$2.7M
The Alchemists, LLC	Very Low 3%	3	91	$280K
Auour Investments LLC	Low 18%	67	363	$990K
MWA Asset Management	High 52%	93	180	$1.7M
Meridian Financial Advisors, LLC	High 50%	88	177	$1.6M
Lincoln Capital Corporation	High 44%	116	265	$1.5M
M3 Advisory Group, LLC	Very High 90%	307	341	$900K
Her Personal Finance	Very Low 0%	—	85	—
Triple Summit Advisors, LLC	Low 21%	36	169	$620K
Granite Wealth Management LLC	Very Low 0%	—	168	$410K
MacFarlane Investors	Very Low 0%	—	167	$44K
Exchange Place Advisors, LLC	Typical 37%	92	248	$1.5M
Merrimack Valley Financial Advisors, Inc.	Very Low 4%	11	246	$170K
Dana R. Norman	Low 16%	26	163	$640K
High Pines Wealth Management LLC	High 45%	74	163	$1.1M
WMGNA	Typical 30%	98	326	$1.1M
R.W. Roge & Company, Inc	Typical 38%	121	322	$1.2M
New England Schooner, Inc.	Very Low 11%	35	320	$520K
Cohen Investment Advisors, LLC	Typical 35%	82	237	$1.1M
Massey, Joshua	Typical 39%	31	79	$1.2M
Three Bearings Fiduciary Advisors, Inc.	High 47%	73	157	$1.3M
IQVestment, LLC	Very Low 0%	—	235	$4.4K
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Forness Financial LLC	Typical 34%	77	227	$890K
Roman Retirement Planning, LLC	Low 13%	19	150	$440K
Dunham Lane Capital Partners LLC	High 49%	72	146	$780K
Aventus Investment Advisors, Inc.	Typical 39%	56	145	$940K
Salem Advisory Group LLC	Very Low 9%	27	288	$250K
FIT Wealth Management	Low 20%	43	214	$690K
Locker Financial Services, LLC	High 46%	65	141	$1.5M
Tableaux Wealth	Typical 29%	61	209	$1.1M
Financial Independence, LLC	Typical 31%	87	278	$1M
Peak Wealth Management LLC	Typical 32%	67	208	$730K
Conscious Capital Wealth Management, LLC	Typical 32%	66	207	$630K
Fairfield Financial Advisors	High 51%	70	138	$2.2M
Polaris Investment Advisors, LLC	Typical 36%	49	138	$1.3M
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Cottage Street Advisors	Typical 38%	51	135	$2.5M
J.R. Prunier Capital Management LLC	Low 20%	27	135	$3M
Abbot Financial Management, Inc.	High 43%	86	202	$1.5M
Cote Financial Management	Low 21%	28	132	$1.1M
Radius Wealth Management, Inc.	Typical 32%	42	132	$1.1M
TSW Wealth Management	High 57%	75	132	$2.1M
Robbins Farley LLC	Typical 35%	91	263	$940K
Rothman Investment Management, LLC	Low 25%	33	131	$570K
Nefpg	Typical 39%	76	196	$1.3M
Williams Financial, LLC	Low 24%	63	261	$780K
DJG Financial Services, Inc.	Low 14%	27	194	$460K
Worcester Advisors	High 44%	85	193	$460K
Blue Heron Infrastructure	Very High 100%	64	64	$510K
Richardson Financial Services	High 55%	106	192	$1.2M
Flying Point Financial, Inc.	Typical 41%	79	191	$1.1M
Northbrook Financial	Low 19%	24	127	$680K
Carlin Wealth Management Group, LLC	Typical 38%	72	189	$1.3M
Capital Investors Advisory Corporation	Very Low 0%	—	125	—
TGA Capital Management	Low 13%	16	125	$260K
Abundant Wealth Management LLC	Very Low 7%	13	187	$1.3M
Integras Partners, LLC	High 43%	80	187	$1.3M
Cutler Capital Management	Very High 82%	102	124	$2.3M
Scarsdale Investment Group, Ltd.	Very High 81%	101	124	—
Spinnaker Asset Management Inc.	Very Low 12%	23	186	$240K
SFM, LLC	Typical 40%	100	247	$1.6M
Good Harbor Advisors, Inc.	Typical 36%	88	245	$1.4M
Cannon Beach Financial Advisors	High 46%	56	122	$1.7M
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
Amherst Financial Group, LLC	Typical 42%	76	182	$290K
Sullivan Financial, LLC	Low 23%	28	121	$770K
Etre LLC	Very High 100%	60	60	$3.6M
Healthview Asset Management, Inc.	Low 22%	39	180	$580K
1620 Investment Advisors, Inc.	Low 20%	47	239	$990K
Elevation Wealth Management	High 52%	93	179	$1.4M
Estate Planners of New England, LLC	Low 15%	18	119	$440K
Clark & Stuart Inc	Very High 100%	178	178	$1.1M
Fairscale Capital, LLC	Typical 31%	55	177	$1.2M
Mason Capital Partners	High 54%	96	177	$800K
McCurdy & Andrew Investments, LLC	Very Low 8%	10	118	$330K
Righthand Capital, LLC	Very High 75%	88	118	$1.5M
Gallugi Wealth Management, LLC	Very Low 12%	14	117	$620K
McCarter Private Wealth Services LLC	Very High 71%	83	117	$3.3M
Lighthouse Financial, LLC	Typical 36%	42	116	$830K
Outfitter Financial	Typical 40%	23	58	$2.3M
New England Research & Management, Inc.	High 44%	75	172	$1.6M
Emissary Wealth	Low 17%	38	229	$730K
Ayrshire Capital Management LLC	Very High 79%	88	111	$2.5M
Ashwood Advisors	Low 18%	20	110	$1.2M
Assetgrade, LLC	High 56%	93	165	$2M
Woodside Wealth Management	Very High 80%	88	110	$2.4M
American Wealth Advisors, LLC	Typical 40%	44	109	$1.1M
Essex Private Wealth Management LLC	High 44%	96	216	$1.5M
Truesdell Wealth, Inc.	Low 17%	9	54	$92K
AFG Fiduciary Services	Very High 71%	113	159	$1M
Birks Financial Corp.	High 52%	83	159	$1.8M
Dorothy J. Cole	High 64%	34	53	$1.7M
Proactive Financial Solutions 360, LLC	Very Low 6%	3	53	$360K
Balanced Rock Investment Advisors	Typical 38%	80	210	$920K
US Advisory Group	Low 26%	27	105	$630K
Barrett Capital Partners	Low 14%	15	104	$430K
Valor Wealth Partners	Typical 29%	45	156	$410K
CCM Investment Management, LLC	Very Low 6%	6	103	$190K
Conscious Capital	Very Low 11%	17	152	$450K
Crystal Capital Management Corporation	Very Low 5%	5	101	$380K
Haviland & Sams, LLC	Very High 79%	80	101	$0
Wernau Asset Management	Very High 71%	72	101	$1.7M
Cox Capital Management LLC	High 46%	93	201	$1.7M
Newbridge Wealth Management	Very High 90%	135	150	$1.5M
Thurston Hall Investment Research, LLC	Very Low 10%	10	100	$780K
Boyd Financial Strategies, Inc.	Low 28%	41	149	$910K
Harbor Asset Planning, Inc.	Very High 75%	74	99	$1.9M
Atwater Wealth Management, Inc.	High 63%	62	98	$2.5M
Nia Impact Capital	High 52%	77	147	$1.7M
Williams Advisory Services, LLC	Very High 78%	38	49	$1.2M
Alternative Capitalis, LLC	Typical 34%	33	97	$1.1M
Hanley & Associates LLC	Very Low 9%	9	97	$250K
Community Financial Group, Inc.	Low 22%	21	95	$950K
InTrack Investment Management, Inc.	Typical 30%	56	189	$1.3M
Finarc Investments, Inc.	High 56%	52	93	$2M
Renaissance Wealth Advisors, LLC	Typical 42%	39	93	$1.2M
Diversified Financial Management	High 47%	65	139	$2.3M
Shrier Associates, LLC	Typical 42%	58	138	$450K
RF&L Wealth Management, LLC	High 57%	77	136	$2.7M
Strategic Wealth Management LLC	Very High 74%	134	181	$440K
Delphinus Financial Advisors, LLC	Very High 71%	64	90	$1.7M
Gen Y Planning	Very Low 12%	11	90	$600K
Blue Chip Financial Advisors, LLP	Low 14%	25	178	$580K
Bright Advisors	Typical 32%	57	178	$720K
Twin Gryphon Advisors LLC	High 61%	27	44	$2.1M
Financially in Tune	Very High 66%	116	175	$1.9M
Holmes Investment Management, Inc.	Very Low 10%	13	129	$380K
Retirement Systems LLC	Very Low 0%	—	172	$220K
Traub Capital Management	High 54%	70	129	$1.6M
Allstreet Wealth	Typical 35%	45	128	$510K
Blue Spark Capital Advisors	High 62%	53	85	$2.8M
Seascape Capital Management, LLC	Very High 88%	149	169	$2.7M
Pine Haven Investment Counsel, Inc.	High 49%	41	84	$2.2M
Bortolussi Wealth Management, Inc.	Low 20%	25	125	$660K
Lyon Capital Management, LLC	High 57%	47	82	$1.1M
Darrow Wealth Management	Very High 68%	83	122	$3.2M
Emg	Low 13%	10	80	$710K
Sheeley & Partners Wealth Management, LLC	Typical 39%	31	79	$1.4M
Silver Pine Capital, LLC	High 43%	34	79	$530K
Kaleel Investment Advisors, LLC	Very High 71%	55	78	$1.9M
Greenway Financial Advisors LLC	High 43%	33	77	$1.3M
Pine Capital	High 49%	38	77	$1M
MHP Asset Management	Low 18%	14	76	$670K
Alexander Beard (USA) Inc.	Low 23%	17	75	$650K
Catum Advisory Group, LLC	High 47%	35	75	$1.2M
Bluebird Wealth Management LLC	High 46%	52	112	$1.3M
Wellspring Financial, LLC	Low 20%	22	112	$620K
Copper Beech Wealth Management	High 51%	37	73	$1.1M
WH Cornerstone Investments Inc.	Typical 33%	48	145	$1.3M
Wise Stewardship Financial Planning, LLC	Low 25%	9	36	$760K
Sound View Financial Advisors	Low 13%	14	107	$470K
Brock Hill Wealth Management	Very High 70%	50	71	$1.2M
Paramount Financial	Very Low 1%	1	106	$230K
NorthStar Portfolio Investments, LLC	Low 26%	18	70	$920K
Washington Growth Strategies LLC	High 51%	18	35	$6.2M
McIntyre, Freedman & Flynn Investment Advisers, Inc.	Typical 42%	29	69	$2.1M
Greenport Capital Advisors	High 46%	31	68	$1.7M
Nutfield Financial	Low 26%	18	68	$800K
Zenith Investment Management, LLC	Typical 29%	29	101	$770K
Laflam and Haggerty Investment Advisers Corp.	Low 18%	12	67	$740K
World Market Advisors	High 45%	30	67	$1.1M
Mittelman Wealth Management	Very High 100%	33	33	$6M
Sustain Financial Inc.	Typical 35%	23	66	$590K
Tenon Financial	Very High 96%	95	99	$3.2M
The Practical Planner	Very High 82%	54	66	$2.2M
Experience Your Wealth, LLC	Low 25%	16	65	$1.3M
Drumond Wealth Management	Low 14%	18	129	$460K
Kendall Wealth LLC	High 50%	16	32	$1.9M
Portland Investment Advisors, LLC.	Low 27%	17	64	$340K
South Shore Capital Advisors, LLC	Very High 68%	65	96	$2.8M
Aventura Capital Management, LLC	Very Low 10%	13	126	$380K
Signal Ridge Capital Partners, LLC	Typical 40%	38	94	$1.1M
Ceres Financial Group, Inc.	Low 18%	11	62	$480K
KCS Advisors, LLC	High 44%	27	62	$1.4M
Moore Financial Advisors, LTD.	High 52%	48	92	$1.4M
Rockingstone Advisors	Very High 89%	54	61	$4.6M
LTG Capital LLC	Typical 33%	30	91	$1.6M
ProsperiTea Planning	High 52%	63	121	$1.5M
Catalyst Investment Management LLC	High 58%	35	60	$2.2M
Goldfinch Financial, Inc.	Very Low 0%	—	30	—
Impact Advisors Group	Low 23%	21	90	$780K
Meridian Financial Services, Inc.	Very Low 0%	—	60	$1.2M
Sequentis Capital LLC	Typical 37%	33	90	$1.1M
Circa Capital, LLC	Low 27%	16	59	$1.4M
Marathon Financial Group	Very High 73%	86	118	$2.6M
Repex Investment Management Co., Inc.	Typical 29%	17	59	$930K
Creative Resources Investment Advisors LLC	Low 24%	20	85	$200K
Davinci Capital Management, Inc.	Very Low 9%	8	85	$470K
Clemensen Capital Company LLC	Typical 32%	36	112	$590K
Revolution Capital, Inc	Low 25%	14	56	$890K
Osbon Capital Management, LLC	Very High 100%	55	55	$3.7M
Gilbert Investment Management	Very Low 11%	6	54	$240K
Launch Financial Planning	Low 22%	12	54	$860K
Sankala Group LLC	High 46%	49	107	$1.3M
Advanced Portfolio Design, LLC	Typical 39%	31	80	$1.3M
Sechrest Financial Services	Very High 68%	36	53	$3.8M
Cornerstone Investment Services	Low 23%	18	78	$790K
Assabet Advisors, LLC	High 58%	45	77	$2.1M
Cornerstone Financial Management LLC	High 49%	49	101	$1.6M
Vista Way Advisors	Low 24%	12	50	$730K
Compass Planning Associates, Inc.	Very High 92%	66	72	$3M
Concordia Wealth Management, LLC	Very High 85%	40	47	$3.3M
Lane Generational LLC	Very High 68%	32	47	$2.5M
The Sher Wealth Management Group	Very High 72%	34	47	$2.7M
Dorfman Value Investments LLC	Low 28%	13	46	$700K
Inside Edge Capital Management, LLC	High 46%	21	46	$960K
Northstar Capital Inc	Typical 30%	14	46	$1.4M
Upstart Wealth Management, LLC	Very High 67%	61	91	$4.2M
Kastel Capital Advisors, LLC	Very High 81%	54	67	$2.2M
Mad River Investors	Very High 76%	68	89	$3.2M
Downey Capital Management, Inc.	Very High 100%	22	22	$3.6M
Optimal Wealth	High 57%	25	44	$2M
Davis Wealth Advisors	Very High 83%	72	87	$2.2M
TQM Wealth Partners	Typical 42%	27	65	$1.9M
Hanover Strategic Management, LLC	Low 28%	12	43	$2.8M
Axiom Private Wealth, LLC	High 54%	22	41	$1.4M
Bounty Management Corp	High 63%	26	41	$2.1M
Smarter Bear Financial Advisory	Very Low 0%	—	41	$1.2M
Leeb Capital Management, Inc.	High 58%	35	60	$1.8M
Powerhouse Assets LLC	Very High 80%	48	60	$2.8M
Diamant Asset Management, Inc.	Very High 100%	59	59	$3.5M
Theory Planning Partners	Very Low 8%	5	59	$560K
Datalign	Very Low 0%	—	38	—
Steward Inc.	Typical 42%	16	38	$1.7M
TrueFocus Financial Partners	Very High 68%	26	38	$1.8M
Wakely Investment Management	Typical 32%	18	57	$1.5M
Osprey Private Wealth LLC	Very High 79%	44	56	$6.1M
Ithaka Financial Planning, LLC	High 55%	30	55	$1.7M
Generous Wealth Management	Very High 72%	52	72	$770K
Sterling Oak Advisors	Very High 100%	36	36	$1.3M
East Horizon Investments	High 49%	17	35	$1.6M
Park State Asset Management LLC	High 64%	32	50	$3.1M
Arcvest, LLC	High 61%	20	33	$1.7M
Whitman Financial Services, LLC	Very Low 0%	—	33	—
Single Track Financial, Inc.	Very High 66%	21	32	$920K
Dattilio & Ash Capital Management, LLC	High 55%	17	31	$590K
Windham Financial Services, Inc.	Typical 32%	10	31	$460K
Levatus LLC	Very High 76%	35	46	$3.8M
Mighty Oak Management LLC	High 53%	24	45	$330K
Exemplar Wealth Partners LLC	Low 21%	6	29	$840K
Impact Financial	Typical 34%	10	29	$890K
Olivar & Greb Capital Management, LLC	High 52%	15	29	$350K
First Light Investment Advisors	Very Low 0%	—	41	$300K
Levenson Wealth LLC	Very High 100%	27	27	$4.1M
Zor Capital, LLC	High 50%	20	40	$740K
Innovation Partners LLC	Very Low 0%	—	26	$830K
MDS Wealth Advisors, LLC	Typical 35%	9	26	$1.1M
Patriot Mullare Associates, Inc	Very Low 0%	—	25	$640K
Global Key Advisors	Very High 66%	31	47	$540K
Contrast Capital Management, LLC	Very High 74%	17	23	$1.7M
Sycamore Financial Planning, LLC	Very Low 9%	3	34	$3.1M
Bruderman Private wealth	Very High 67%	22	33	$2.3M
Cambridge Trustee Advisors Inc	Low 24%	8	33	$830K
Rhotopia Financial Advisors	High 45%	5	11	$1.1M
Pendragon Capital Management, Inc.	Typical 42%	18	43	$1M
Battle Green Advisors	Very High 67%	14	21	$730K
HIP Investor, Inc.	High 52%	16	31	$690K
Beal Consulting, Inc.	High 50%	10	20	$2.2M
O.F.O. Partners, LLC	Very High 100%	10	10	$7.6M
Wealthmind Financial Planning	Very Low 0%	—	10	$1.5M
Seven Mile Advisory LLC	Very High 100%	36	36	$12M
Penfacs Financial Services	Low 18%	3	17	$1.2M
Catey, Inc.	Very High 88%	14	16	$580K
The Family Financial Group	Very High 100%	16	16	$0
Insight Financial Strategists	High 65%	15	23	$1.2M
FG&G Financial Services, LLC	Typical 33%	5	15	$1M
Optimus Wealth Management Group, Inc.	Very Low 0%	—	15	—
Obran Capital Advisors LLC	Very Low 0%	—	28	$490K
Gasima Financial LLC	Typical 38%	5	13	$410K
Nubian Square Investment Advisors, LLC	Very Low 8%	2	26	$260K
Fleetstar Financial	Very Low 0%	—	6	$180K
Boston Harbor Investment Management	Very High 100%	23	23	$560K
Monadnock Capital Partners, LLC	Typical 29%	6	21	$2.4M
BLDR Wealth LLC	Very Low 0%	—	15	$330K
Kaizerman & Associates, LLC	Very High 67%	10	15	$1.8M
Castle Asset Management, LLC	Very Low 0%	—	9	$130K
CFS Financial, LLC	Very Low 0%	—	8	$210K
Lebed Asset Management LLC	Very High 100%	8	8	$2.3M
CIP Capital Management, LLC	Very Low 0%	—	8	$330K
Linnard Financial Management & Planning, Inc.	Very Low 0%	—	5	$670K
NorthPointe Financial Advisors LLC	Very Low 0%	—	5	—
Epogee Capital Management, LLC	Very High 100%	3	3	$19M
Simpson Investment Counsel	Very High 67%	2	3	$5.9M
EMA SMA LLC	Very High 100%	2	2	$29M
Atlas Capital Investment LLC	Very High 100%	1	1	$1M
2201 Capital, LLC	—	—	—	—
ArborStone Financial, LLC	—	153	1,129	—
Arsenal Financial, LLC	—	—	—	—
Bora Capital, LLC	—	—	—	—
Budnick Capital, LLC	—	—	—	—
Freedom Trail Financial	—	—	—	—
Girard Capital Management	—	—	—	—
Guided Wealth, LLC	—	28	115	—
NBW Capital LLC	—	—	—	—
Nu Paradigm Investment Partners L.L.C.	—	—	—	—
Radius Capital Advisors	—	—	—	—
Yankee Advisers, LLC	—	—	—	—

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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.

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