HNW client percentage for Supported firms serving clients in Texas

Supported firms active in Texas 3,603 firms

Very Low 0%-12%

Low 12%-24%

Typical 24%-38%

High 38%-56%

Very High 56%-88%

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

Median: 31%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Comprehensive Financial Consultants	Low 16%	61	376	$480K
Duet Advisory Services LLC	Typical 35%	100	282	$1.1M
Elm3 Financial Group, LLC	Low 23%	66	282	$660K
Synergy Wealth Management, LLC	Low 15%	42	282	$420K
Complete Investment Advisory, LLC	Low 16%	31	189	$580K
Cornermen Financial, LLC	Very Low 10%	37	378	$450K
First Financial Group	Typical 24%	89	378	$840K
The Bedminster Group	Typical 31%	59	189	$1M
Wisconsin Wealth Advisors, LLC	Very Low 8%	22	284	$540K
360 Financial Partners, LLC	Typical 26%	74	285	$710K
Castellano & Associates	Low 18%	50	285	$430K
Daner Wealth Management, LLC	Typical 33%	62	190	$1.1M
Ferguson-Johnson Wealth Management, Inc.	High 43%	81	190	$1.6M
Kokua Capital Management	High 54%	51	95	$2.3M
Newcorp Wealth Management	Low 23%	43	190	$740K
Perissos Private Wealth Management	Low 20%	38	190	$750K
Summit Wealth Management Group, Inc.	High 52%	196	380	$650K
Vaughan and Company Securities, Inc.	Typical 32%	60	190	$1.2M
Waterstone Financial Advisory LLC	Typical 24%	67	285	$880K
Wealth Planning Group	Low 21%	80	380	$730K
Lukas Total Wealth	Very Low 3%	11	381	$260K
Cedarstone Advisors	High 51%	98	191	$1M
Hippocratic Financial Advisors	Low 16%	61	382	$600K
Perennial Advisors Group, LLC	High 55%	105	191	$2.1M
Veach Family Financial	Typical 27%	51	191	$680K
Lodestone Wealth Management LLC	Typical 34%	99	287	$1.2M
Aspenridge Wealth Advisors	Typical 28%	109	383	$870K
Centauri Advisory Group, Inc.	Very Low 10%	37	383	$200K
Daniel Krug & Associates	Typical 29%	55	192	$760K
Dean Wealth Partners, LLC	High 42%	80	192	$1.3M
Dominguez Wealth Management Solutions, Inc.	Typical 36%	69	192	$1.1M
Right Brain Money	Very High 66%	63	96	$590K
The Advisors Group	Low 18%	35	192	$730K
Stewardship Capital	Low 15%	57	385	$430K
VCP Financial LLC	Very High 65%	252	385	$290K
Integrated Financial Solutions, PLLC	Typical 24%	68	289	$290K
Investors Portfolio Services LLC	Typical 29%	83	289	$820K
Bills Asset Management	Very Low 7%	14	193	$320K
Olistico Wealth, LLC	High 53%	203	386	$670K
Verus Financial Group	Very Low 10%	38	387	$410K
Financial Guidance Group, Inc.	Typical 24%	70	291	$980K
Financial Planning First, LLC	Very Low 11%	31	291	$370K
Gem-Young Wealth Advisors, LLC	Very Low 4%	12	291	$380K
Julius Arthur Seibert & Company, LLC	Typical 31%	30	97	$680K
Sentinel Wealth Management, Inc.	Very High 70%	68	97	$4M
Styre Wealth	Typical 35%	67	194	$1.1M
Callahan Capital Management	Low 16%	62	389	$560K
Tull Financial Group, Inc.	High 38%	111	292	$1.2M
ViaQuest Advisors LLC	Low 20%	58	292	$600K
WMS Wealth Planners	Typical 27%	80	292	$1M
Alere Planning LLC	Typical 33%	64	195	$1M
Piccolo Investment Consulting, LLC	Very Low 11%	22	195	$420K
Walker Asset Management, LLC	Typical 33%	64	195	$1.6M
Zeiser Wealth Management LLC	Low 17%	34	195	$330K
Koenig Investment Advisory, LLC	High 39%	114	293	$870K
Lake Avenue Financial LLC	Low 12%	36	293	$490K
Wynn Capital	Typical 24%	71	293	$1M
Heritage Asset Advisors Ltd., LLP	Typical 24%	93	391	$780K
Bull Street Advisors	Very High 59%	58	98	$2.3M
Charleston Financial Advisors, LLC	High 45%	88	196	$1.3M
Eagle Financial Strategies	Low 15%	45	294	$470K
RW Baker Wealth Management Group LLC	Typical 36%	70	196	$680K
Oda And Company, Inc.	Low 17%	33	197	$640K
Pitzl Financial	High 46%	183	394	$1.2M
Ticino Wealth	High 40%	119	296	$1.4M
Bay Rivers Group Wealth Partners	Low 23%	90	395	$820K
Alan B. Lancz & Associates, Inc.	Very High 64%	63	99	$1.6M
Alchemy Wealth Management	Very Low 7%	14	198	$310K
Arrow Wealth Advisors	Low 22%	44	198	$530K
Dachtler Wealth Advisors, LLC	Typical 32%	64	198	$610K
Erica Hall Wealth Advisors, LLC.	Very Low 5%	5	99	$120K
Future Bright	Very Low 2%	8	396	$180K
Law & Associates Inc	Low 18%	54	297	$1.1M
LifeCapital Partners LLC	Low 14%	42	297	$450K
Shuttleworth & Company	Typical 28%	56	198	$820K
Summit Wealth Management LLC	Typical 25%	49	198	$610K
Fiduciary Capital, Inc.	Very Low 11%	33	298	$230K
Cushing Capital Partners, LLC	High 49%	97	199	$1.4M
Hoffmann Hermanson	Typical 35%	70	199	$920K
Horowitz & Company, Inc.	Low 21%	42	199	$680K
Nixon Capital LLC	Very High 100%	199	199	$1.8M
Bonner & Smith, LLC	Typical 37%	111	300	$1M
Collaborative Wealth Advisors, LLC	Low 14%	27	200	$420K
Hayek Kallen Investment Management L.L.C.	Very Low 11%	21	200	$2.1M
Merryfield Barnes, LLC	Low 20%	40	200	$590K
Panorama Wealth Advisors	Low 20%	39	200	$670K
Seaside Wealth Advisors LLC	Low 12%	46	400	$250K
Mission Hills Financial Advisory LLC	Typical 36%	109	301	$910K
Barnett Capital Advisors LLC	Low 19%	39	201	$520K
Big Sky Wealth Advisors, LLC	Very Low 10%	20	201	$650K
Pegasus Management Services L.L.C.	Very Low 5%	10	201	$190K
Willamette Financial Advisors, LLC	Low 16%	33	201	$580K
GoalFusion Wealth Management	Low 20%	59	302	$790K
Parker Financial LLC	Low 13%	40	302	$890K
Generations Retirement Group, LLC	Very Low 0%	—	202	$190K
Hull Wealth Management	Low 16%	33	202	$690K
Meliora Capital	High 38%	38	101	$1.7M
Z3 Capital Partners	Low 20%	62	303	$1.4M
EPS Wealth Management	Very Low 2%	5	304	$120K
SFI Advisors, LLC	Very Low 11%	32	304	$580K
Financial Design Group, LLC	Low 14%	28	203	$550K
LIG Capital Management, LLC	Low 16%	65	406	$520K
Stillblue Financial Partners, LLC	Very Low 6%	12	203	$530K
Wilkinson Wealth Management, LLC	Typical 26%	52	203	$770K
Clearwave Capital	Typical 24%	72	305	$990K
Cambridge Financial Group, Inc.	Low 21%	65	306	$820K
Centurion Financial Strategies LLC	High 44%	45	102	$750K
DiPaolo Financial Group, Inc.	Low 18%	73	408	$410K
Logan Park Wealth Management	Typical 26%	105	408	$1.1M
Norseman Advisory Group, Inc.	Very Low 6%	6	102	$410K
ORBA Wealth Advisors, LLC	Very High 64%	65	102	$1.3M
RBP Investment Advisors Inc.	Very High 58%	59	102	$1.7M
Red Mountain Financial Partners	Low 21%	64	306	$690K
Scholtz & Company, LLC	High 50%	102	204	$1.6M
Stewardship Wealth Management Solutions	Low 22%	45	204	$730K
Wealthspring	Typical 25%	102	409	$890K
Biltmore Wealth Management, LLC	Typical 31%	96	307	$1.4M
Forefront Asset Management, LLC	Very Low 10%	31	307	$440K
Blue Haven Capital, LLC	Low 19%	39	205	$590K
Integrated Planning & Investments	Low 22%	45	205	$490K
New Century Partners-The No-Load Group, Inc.	Very Low 0%	—	205	$290K
Nicholson Wealth Management Group	High 40%	82	205	$1.4M
Freedom Financial Partners LLC	Typical 33%	102	308	$1.2M
Wickham Financial & Insurance Services	Low 17%	53	308	$620K
Clarion Wealth Management Partners	Typical 31%	129	411	$950K
Bouvel Investment Partners, LLC	High 47%	96	206	$1.8M
Cairn Investment Group	High 39%	120	309	$1.2M
Newman Ladd Capital Advisors, LLC.	Very Low 10%	21	206	$520K
Saul Wealth Advisors, LLC	Very High 62%	64	103	$1.9M
VIP Planners, Inc.	Low 15%	31	206	$610K
FamilyWealth Asset Management	Very Low 7%	29	413	$300K
RFG Wealth Advisory	Typical 36%	147	413	$1.1M
ATX Financial Planning, LLC	Typical 28%	57	207	$810K
Greystone Financial & Estate Services, Inc.	Low 16%	34	207	$530K
MSP Wealth Management, LLC	Low 14%	60	414	$510K
Beyond Wealth Management Group, LLC	Low 20%	61	311	$330K
BRIA Capital Group, LLC	Typical 28%	86	311	$490K
Integrated Capital Management	Typical 37%	153	415	$940K
Brandywine Financial Group, Inc.	Typical 26%	55	208	$640K
Circle N Advisors, LLC	Low 21%	22	104	$880K
Walter J. Reyna, Inc.	Very Low 8%	25	313	$240K
Boyle Capital	Low 21%	87	418	$780K
Hickory Wealth Management, LLC	Low 23%	48	209	$610K
Kassira Wealth Management, LLC	Low 22%	47	209	$620K
Merkkuri Wealth Advisors LLC	Low 14%	29	209	$600K
Unify Wealth Management LLC	Very Low 6%	12	209	$140K
DiBenedetto & Associates Ltd	Typical 28%	89	314	$900K
Witt Financial Group, LLC	Typical 27%	86	314	$510K
Authentikos Wealth Advisory LLC	Very Low 10%	40	419	$440K
Act Advisors	Typical 30%	128	420	$1.1M
True Measure Wealth Management	Very High 70%	74	105	$2.3M
Graetz Wealth	Low 16%	50	316	$470K
Lumbard & Kellner, LLC	Very High 79%	249	316	$1.3M
North Shore Capital Group Investment Advisors, Inc	Very Low 5%	16	316	$120K
Planwiser Financial	Low 22%	47	211	$720K
Targeted Financial Services, LLC	Low 15%	65	422	$610K
Wingo Asset Management, LLC	Typical 36%	75	211	$440K
Live Oak Investment Partners	Low 21%	67	317	$670K
Pelkonen and Associates LLC	High 41%	131	317	$930K
ICOM Advisors, LLC	Low 19%	81	423	$360K
Strategic Wealth Partners LLC	Very High 100%	212	212	$480K
Finer Wealth Management, Inc.	Typical 37%	78	213	$1.4M
Ouellette Wealth Advisory LLC	High 46%	98	213	$1.3M
Strada Financial Group LLC	Low 22%	46	213	$750K
Oxford Chase Advisors LLC	Low 14%	45	320	$280K
BSC Capital Partners, LLC	Very Low 10%	33	321	$390K
Core Alpha, Inc.	Very Low 0%	—	321	$450K
FOX & HOLLAND INVESTING LLC	Very Low 5%	11	214	$250K
Main Advisory, Inc.	Low 14%	30	214	$720K
Physician Wealth Solutions	Very High 72%	77	107	$2.8M
ETF Portfolio Partners, Inc.	Typical 25%	107	429	$980K
Michael Traxler Wealth Management, LLC	Very Low 6%	26	429	$450K
Saperston Legacy Advisors, Inc.	Typical 31%	134	429	$420K
Heritage Wealth Management	High 38%	82	215	$710K
Newbury Capital Management, LLC	Low 20%	87	430	$340K
Peters Wealth Group	Very Low 3%	6	215	$230K
Shepherd Wealth Management	Very Low 10%	43	430	$380K
Eastwind Capital Wealth Management	Very Low 5%	16	323	$280K
Falcon Financial	Very Low 9%	29	323	$300K
Trueblood Wealth Management, LLC	Typical 27%	86	323	$1.3M
Xcel Wealth Management, LLC	Typical 24%	79	323	$1.5M
Cobblestone Asset Management	Very Low 7%	32	432	$590K
Heisten Wrenn Private Wealth, LLC	Typical 29%	63	216	$960K
Kingsman Wealth Management Inc.	Typical 25%	53	216	$1.1M
Malnik Wealth Management, LLC	Low 20%	43	216	$470K
Sara-Bay Financial Corp.	Very Low 3%	11	324	$1.2M
Sunstone Financial	Very Low 7%	16	216	$410K
Xantos Labs, LLC	Very Low 4%	4	108	$12K
Incompass Financial Partners, LLC	Typical 24%	79	325	$580K
AllSquare Wealth Management, LLC	Low 18%	80	436	$660K
Bernard Wealth Management Corp.	Typical 35%	116	327	$890K
Family Legacy Planning	Very Low 10%	33	327	$490K
hemming& Wealth Management, Inc.	Typical 26%	113	436	$660K
JJSA Advisors, Ltd.	Low 21%	46	218	$710K
McCarthy Asset Management, Inc.	Very High 78%	169	218	$1.9M
Michael Brady & Co., LLC	Typical 25%	55	218	$1.1M
RCS Financial Planning, LLC	High 49%	107	218	$1.2M
Sicart Associates, LLC	Very High 83%	91	109	$4M
Trinity Wealth Solutions LLC	Low 14%	15	109	$490K
Sonoma Allocations	Very High 58%	190	328	$1M
Baybridge Capital Group, LLC	Typical 25%	54	219	$880K
Bellevue Asset Management, LLC	High 42%	91	219	$1.7M
Rede Wealth, LLC	Typical 25%	54	219	$1.6M
Bluefin Financial	Low 21%	68	329	$860K
Cascades Capital Asset Management, LLC	Typical 26%	84	329	$1M
Actify Investor Retirements, LLC	Very Low 0%	—	220	$27K
Godshalk Welsh Capital Management, Inc.	Very High 65%	72	110	$2.6M
Kyle S. Scott Financial Planning, Inc.	Low 18%	40	220	$330K
Retirement Financial Group, LLC	Low 17%	74	440	$420K
BNB Wealth Management, LLC	Typical 34%	152	441	$460K
Meredith Wealth Planning	High 52%	116	221	$2.1M
O'Connor Wealth Management, Inc.	Typical 32%	71	221	$800K
Tranquilli Financial Advisor, LLC	Typical 36%	80	221	$900K
Blue Capital	Low 12%	52	443	$450K
PMG Wealth Management	Typical 33%	144	443	$450K
Castle Wealth Planning	High 49%	54	111	$1.8M
Pack Private Wealth, LLC	High 41%	90	222	$1.5M
Quantum Leap Capital, LLC	Very Low 11%	38	333	$360K
Turner Capital Investments, LLC	High 43%	143	333	$310K
TABR Capital Management, LLC	High 40%	90	223	$1.1M
Uncommon Wealth Partners, LLC	Very Low 2%	5	223	$200K
BCD Advisors	Very Low 8%	38	448	$120K
Capital Financial Management	Low 19%	21	112	$620K
Garner Asset Management Corporation	Very High 86%	96	112	$3.3M
Martin & Associates Investment Advisory Services LLC	Very Low 0%	—	224	$210K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Weybosset Research & Management, LLC	Typical 30%	67	224	$1.5M
Worthington Wealth Management	Low 12%	41	336	$460K
Ipsen Advisor Group	Low 14%	47	337	$670K
McCollum Christoferson Group, LLC	Typical 37%	124	337	$1.2M
Lavish Financial Planning	High 47%	105	225	$160K
Mitchell & Pahl Private Wealth	High 40%	89	225	$2M
Royal American Financial Advisors, LLC	Very Low 6%	14	225	$440K
Saiph Capital, LLC	High 54%	122	225	$2M
Your Private Client Group, Inc.	Typical 28%	63	225	$1M
Bondwire	Very Low 5%	11	226	$200K
Carnegie Wealth Management, LLC	High 41%	93	226	$1.5M
Clearview Wealth Management	Typical 28%	95	339	$480K
Envision Capital Management Inc	Very High 100%	226	226	$1.5M
Jansen Wealth Management LLC	Low 17%	39	226	$530K
Redwood Family Wealth LLC	Typical 27%	62	226	$1.1M
Buttonwood Capital Management (BCM)	Typical 31%	105	340	$1.1M
Global Financial Planning Group, LLC	Typical 24%	55	227	$550K
Peachtree Investment Partners, LLC	Typical 36%	82	227	$1.4M
Principium Investments LLC	Low 22%	51	227	$930K
Wealth Intelligence, LLC	Low 14%	32	227	$1.1M
Dovetail Financial Group LLC	Low 12%	41	341	$880K
Sun Group Wealth Partners LLC	High 45%	153	341	$620K
BDC Capital Management, Inc.	Very Low 11%	25	228	$430K
HFG Advisors	Very Low 5%	21	456	$240K
Kahn Brothers Advisors LLC	High 42%	142	342	$1.3M
Personal Financial Profiles Inc	High 52%	119	228	$1.4M
Brookstone Financial	Very Low 2%	9	458	$210K
Lighthouse Financial Services Inc	Typical 35%	159	458	$1M
Beyond Financial Services	High 50%	58	115	$1.5M
Cottonwood Wealth Strategies, LLC	Low 20%	45	230	$880K
Five Pine Wealth	Low 14%	49	345	$540K
Focus Wealth Advisors, LLC	Typical 37%	43	115	$2.1M
Heritage Retirement Advisors, LLC	Typical 28%	98	345	$920K
Innovative Financial, LLC	High 53%	61	115	$920K
Silver Lake Capital Partners	Very Low 0%	—	115	$1.8M
Safe Harbor Fiduciary, LLC	Low 22%	77	346	$380K
Concorde Financial Resources	Typical 32%	74	231	$980K
Capital Wealth Alliance, LLC	Low 17%	59	348	$860K
Cornerstone Advisors	Low 22%	100	464	$570K
Mestmaker & Petrey Wealth Advisors	Very Low 7%	23	348	$370K
Milne Financial Planning, Inc.	Typical 29%	34	116	$940K
Sheridan Capital Management, LLC	High 47%	55	116	$1.9M
Stawnychy Financial Services, Inc.	Low 22%	25	116	$980K
Torres Financial Services, Inc.	Very Low 6%	15	232	$310K
Music Row Wealth Management	Low 16%	56	349	$1.2M
Sculati Wealth Management, LLC	Typical 30%	104	349	$1.1M
Pinnacle Asset Management Group, Corporation (Inc.)	Typical 26%	61	233	$580K
Aldebaran Financial Inc	Low 12%	43	350	$580K
RHL Group, LLC	Low 14%	50	350	$440K
White Oak Financial Management, Inc	Very Low 11%	40	350	$400K
Bingham Private Wealth, LLC	High 49%	57	117	$1.9M
Gallagher Wealth Management	Typical 37%	43	117	$1.1M
Keystone Financial Planning, Inc	Very High 63%	74	117	$3.5M
Parrish Capital, LLC	Typical 28%	65	234	$610K
Reed Capital Management, LLC	Typical 27%	31	117	$460K
Slocum, Gordon & Co. LLP	High 44%	51	117	$1.5M
Eukles Asset Management, LLC	Very Low 4%	18	470	$700K
Evart, Young & Hobbs Investment Management	Typical 29%	67	235	$990K
The Helix Financial Group	Very Low 6%	15	235	$450K
Premier Southwest Planning Group, LLC	Low 12%	41	353	$240K
Schulz Financial Group	Very Low 6%	21	353	$330K
WPM Wealth Advisors LLC	Very Low 2%	8	353	$210K
Aim Capital	Very High 57%	134	236	$1.3M
Berkeley Capital Management, LLC	Very Low 9%	32	354	$340K
Breachway Investments, LLC	Low 17%	39	236	$640K
Jarvis Global Investments LLC	Very Low 0%	—	354	$180K
Lifecraft Wealth Management	Low 23%	27	118	$550K
Much Wealth Management, Inc.	Typical 30%	35	118	$310K
SkyOak Capital, Inc.	Low 19%	45	236	$810K
Carolina Financial Advisors, Inc.	Very Low 10%	46	473	$510K
Petix & Botte Financial	High 55%	261	473	$860K
O'Connor Financial Group LLC	Low 14%	50	355	$770K
Asset Strategy Retirement Plan Consultants, LLC	Very Low 11%	25	237	$470K
Howard Wealth Management, LLC	High 40%	95	237	$1.6M
Piedmont Wealth Management	Low 22%	53	237	$640K
Torrey-Payne Wealth Management	Typical 24%	58	237	$780K
Warther Private Wealth	Typical 24%	56	237	$1.4M
Atlasmark Financial, Inc.	Typical 29%	35	119	$1.7M
Professional Retirement Strategies LLC	Very Low 3%	8	238	$220K
The Lynd Group Advisors, LLC	Very Low 0%	—	357	—
Transcend Wealth	Typical 25%	30	119	$790K
M Wealth Management, LLC	Very Low 11%	41	358	$500K
StewardRight	Very Low 10%	35	358	$190K
Pacesetter Financial Group, L.L.C.	Low 14%	52	359	$420K
Altum Wealth Advisors	Typical 24%	58	240	$510K
Atlantic Family Wealth, LLC	Very High 57%	137	240	$740K
Baobab Wealth Management	Very Low 6%	14	240	$290K
Calvert Wealth Management, Inc.	Low 16%	56	360	$530K
Crowe Financial Group LLC	Very Low 3%	8	240	$72K
Northill Aims, LLC	High 43%	51	120	$2.1M
Orcam Financial Group, LLC	Very High 100%	120	120	$2M
Porter Kickham	Typical 33%	40	120	$430K
Eubank, Hutson & Associates, LLC	Low 20%	49	241	$570K
Norris Financial Group, LLC	Low 22%	78	362	$900K
Pursuit Wealth Strategies, LLC	High 39%	186	483	$940K
Aptus Wealth Management, LLC	High 38%	92	242	$380K
Collie Financial Planning, Inc.	Low 22%	54	242	$670K
Founder Family Financial, LLC	Very High 60%	73	121	$2.6M
Fulcrum Wealth Management	Very Low 5%	23	484	$400K
Leap Wealth Management	Typical 35%	128	363	$840K
McGovern Financial Planning, LLC	Low 12%	15	121	$530K
Oliver Wealth Management	Low 17%	83	484	$690K
Rinaldi Wealth Management, Inc.	Typical 36%	131	363	$670K
Wager Wealth Management and Financial Planning LLC	Very High 56%	68	121	$1.3M
Wealth Management Advisors, inc.	Low 12%	29	242	$190K
Florin Pensions LLC	Very Low 0%	—	485	—
Phillip B. White Co., Inc	High 42%	103	243	$1.3M
Money Managers, Inc.	Very Low 10%	35	365	$400K
True North Retirement Advisors, LLC	Typical 34%	124	365	$1.1M
Harvest Investment Advisors, LLC	Typical 35%	43	122	$1.6M
Investment Managers Group, LLC	Typical 25%	60	244	$480K
Private Client Asset Management, Inc.	High 38%	92	244	$740K
Winters Financial Group, Inc.	Typical 29%	71	244	$960K
Blalock Williams, LLC	Low 20%	48	245	$760K
Kenneth Frenke & Co	Typical 24%	58	245	$840K
Legacy Financial Advisors Corporation	High 40%	99	245	$1.3M
Mokosak Advisory Group, LLC	Typical 27%	133	490	$840K
Rachor Investment Advisory Services, LLC	Typical 27%	132	490	$470K
Factor Investing Group	Low 21%	103	491	$700K
Family Capital Management	Typical 27%	131	491	$810K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
Triton Financial Group, Inc	Low 20%	48	246	$740K
Glenwood Investment Group, LLC	Low 14%	51	370	$540K
GuidedQuest, LLC	Very Low 0%	—	247	—
Jacques Advisors, LLC	Low 17%	41	247	$360K
Asset Management Group	Low 16%	58	372	$540K
Bridgeway Wealth Management, LLC	High 48%	118	248	$650K
Finley Financial, LLC	Very High 63%	78	124	$2.1M
Integrated Wealth Strategies, LLC	Low 18%	45	248	$610K
JHP Wealth Management, LLC	High 46%	57	124	$1.8M
Retirement Planning Services	High 46%	115	248	$910K
Baroldi Wood Mance Financial Advisors, LLC	Low 18%	45	249	$180K
Demars Financial Group LLC	Typical 33%	165	498	$750K
Soard Financial Management, LLC	Very Low 5%	13	249	$290K
Taylor Financial Group, Inc.	Low 21%	103	498	$820K
Hershey Financial Advisers, LLC	Very Low 5%	24	499	$300K
Diversified Wealth Advisors, LLC	Very Low 10%	37	375	$280K
Embarcadero Capital Advisors, Inc.	Very Low 10%	25	250	$240K
Farah Private Wealth Management, Inc	Low 18%	23	125	$830K
Granite Financial Group	Low 20%	50	250	$720K
HA Wealth Advisors Inc.	Very Low 0%	—	250	$320K
Long Island Wealth Management, Inc.	Very High 56%	70	125	$2.3M
Pereon Wealth LLC	Very High 60%	75	125	$1.4M
Srs Wealth Mangement	Very Low 0%	—	250	—
Capstar Financial Services LLC	Low 13%	47	376	$530K
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
M Premier Partners	Typical 31%	78	251	$1M
RS Asset Management, LLC	Typical 33%	83	251	$430K
Sterling Retirement Group of Sacramento	Low 13%	65	503	$470K
Brandon Financial Planning, Inc.	High 53%	133	252	$1.7M
Jackson Wealth Management, LLC	Typical 25%	32	126	$850K
Longenecker Financial Services	Very Low 6%	16	252	$330K
Presidio Wealth Management	Low 15%	57	379	$570K
BARR Financial Services, LLC	High 38%	97	253	$1.1M
Complete Wealth Management, LLC	Low 13%	33	253	$500K
Milestones Private Investment Advisors LLC	Typical 28%	70	253	$870K
Scott Marsh Financial, LLC	Typical 37%	93	253	$1.2M
Leslie Global Wealth, LLC	High 42%	159	380	$1.2M
Kapstone Financial Advisors LLC	Low 15%	76	508	$620K
Reshape Wealth	Very High 69%	88	127	$1.8M
Rooted Financial Group, LLC	Very Low 8%	20	254	$430K
Parkmont Wealth Advisors LLC	Very Low 2%	8	509	$84K
Pacific Sun Financial Corp	Typical 33%	126	382	$760K
Townsend Asset Management Corp.	Typical 31%	118	382	$1.2M
LifePlan Financial, LLC	Typical 25%	63	255	$550K
Pampel & Associates, Inc.	Low 13%	32	255	$360K
Pierson Wealth Management	Typical 30%	77	255	$650K
Alcyon Wealth Partners	Typical 25%	94	383	$920K
M1 Capital Management LLC	Typical 27%	105	383	$1M
G & R Financial Solutions LLC	Low 23%	30	128	$480K
International Private Wealth Advisors LLC	Very Low 11%	41	384	$580K
Josh Arnold Investment Consultant, LLC	Low 20%	52	256	$560K
Kirtland Hills Capital Management, LLC	Very High 65%	166	256	$1.4M
Moneywatch Advisors, Inc.	Very Low 0%	—	384	$860K
Neu Wealth Group	Typical 30%	39	128	$2.2M
Von Colln Financial Group	Typical 27%	34	128	$750K
Cosey Financial Services, Inc.	Very Low 11%	42	385	$280K
StoneCrest Wealth Management, Inc	Typical 29%	111	385	$970K
Winnacle Wealth, LLC	Very Low 10%	37	385	$380K
Plus Group Wealth Advisors, LLC	Very Low 5%	28	514	$300K
Tublin - DiFusco Advisors Inc.	Typical 26%	33	129	$980K
Full Financial Inc.	Low 21%	54	259	$1M
Private Portfolios, Inc.	Typical 32%	84	259	$1.1M
Steinberganna Wealth Management LLC	High 41%	107	259	$1.8M
Welcome Home Wealth Advisors LLC	Very Low 10%	25	259	$200K
Hillspring Financial, Inc.	Very Low 11%	29	260	$510K
Jericho Financial	Very Low 7%	29	390	$510K
Main Street Investment Management	Low 15%	39	260	$240K
Hesen & Haslam	Typical 25%	65	261	$950K
Nicholson Meyer Capital Management, Inc.	Typical 33%	87	261	$1.1M
NW Advisory	Very High 100%	261	261	$290K
Schwan Financial Advisors, LLC	Very High 98%	255	261	$0
The Clifford Group LLC	Low 23%	61	261	$950K
Capstone RIA	Typical 33%	87	262	$920K
Dorman Financial Management, P.A.	Low 22%	58	262	$600K
Garnett Investment Strategies	Low 16%	42	262	$350K
Sterling Manor Financial, LLC	Low 14%	54	393	$510K
The Pines Wealth Management, LLC	High 55%	144	262	$1.8M
Baer Wealth Management	Very High 57%	149	263	$1.1M
Farris Capital Management Inc.	Low 12%	49	395	$450K
Godfrey Financial Associates, Inc.	Very Low 11%	45	395	$460K
Truenorth Wealth & Impact, LLC	High 39%	153	395	$1.1M
Wildes Financial Strategies, Inc	Very Low 7%	26	395	$330K
5 Talents Advisors, Inc	Very Low 9%	24	264	$200K
Applied Capital	Typical 29%	76	264	$600K
Capital Design Private Wealth LLC	Low 17%	45	264	$360K
LD Lowe Wealth Advisory	Very Low 10%	26	264	$450K
Platinum Wealth Management, Inc.	Low 13%	17	132	$510K
Stites Financial Consulting	Typical 28%	73	264	$490K
Trisperity Advisors, LLC	Typical 34%	90	264	$1.3M
Secure Planning, LLC	Very Low 4%	19	529	$350K
Willow Creek Capital Management, Inc.	Typical 25%	98	397	$650K
Foster Investment Services	Very Low 0%	—	265	$330K
LUMINIST Capital, LLC	Very Low 8%	44	530	$200K
Vantage Wealth Planning	Typical 25%	99	398	$630K
Atlas Financial Advisors, Inc.	Very Low 6%	17	266	$180K
Favor Wealth Advisors, LLC	Typical 24%	32	133	$670K
G. Dewayne Mcanally	Low 15%	58	399	$410K
Kennedy Wealth & Tax Management, LLC	High 44%	58	133	$1.6M
Landmark Wealth Advisors, LLC	Low 14%	38	266	$510K
VIA IV Investments, LLC	Low 13%	71	532	$420K
Wisely Advised	Very Low 5%	12	266	$330K

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