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
Trendscast Financial LLC	Very Low 4%	12	267	$94K
Strong Investment Management, LLC	Low 16%	64	401	$260K
Adrian Day Asset Management	High 51%	69	134	$1.6M
Chapman & Chapman Advisors LLC	Very Low 1%	2	268	$540K
Chesapeake Financial Advisors	Typical 34%	91	268	$1.1M
Financial Advisors Consortium, Inc.	Low 16%	22	134	$540K
Holcombe & Mcgrath	Low 16%	43	268	$580K
Prometheus Capital Management Corp.	Very High 66%	177	268	$1.5M
Hardworking Capital Advisors, LLC	Low 20%	53	269	$710K
Momentum Wealth Management	Very Low 6%	17	269	$240K
Sonnet, LLC	Low 16%	42	269	$550K
Continuity Wealth Management, Corp.	Typical 29%	79	270	$770K
Financial Solutions Associates	Typical 30%	80	270	$640K
Fonte Financial Advisors	Very High 56%	76	135	$1.2M
Fortress Estate Solutions, PLLC	Very Low 10%	14	135	$370K
WealthFD	Very Low 3%	13	406	$190K
LDN Wealth, LLC	Typical 25%	69	271	$0
TKG Wealth Advisers LLC	Very Low 0%	—	271	$360K
Wellspring Advisors, Inc.	Low 17%	46	271	$560K
Westmark Wealth Management	Very Low 9%	51	543	$240K
Axiom Wealth Strategies, LLC	Typical 25%	69	272	$450K
Great River Financial	High 41%	56	136	$1.5M
HYJC Capital of WNY	Typical 25%	67	272	$300K
Modern Asset Management LLC	Very Low 0%	—	272	$110K
MRM Group	Low 20%	27	136	$310K
ROI Financial	Typical 29%	80	272	$940K
Wealth Advisors Group, LLC	Typical 33%	90	272	$1M
Hansen & Associates Financial Group Inc.	Very Low 11%	59	545	$370K
WWM Financial	Low 19%	103	545	$660K
Brightwater Advisory, LLC	High 47%	127	273	$1.1M
Pearl Wealth Group	Very Low 8%	23	273	$380K
Prophet Wealth Management	Very Low 11%	30	274	$290K
Dougherty Investment Advisors	Very High 92%	380	412	$340K
Derks Financial, LLC	Low 15%	40	275	$280K
Regatta Research & Money Management L.L.C.	Very Low 11%	60	550	$380K
AJ Advisors	Typical 30%	124	414	$950K
Asset Protection Wealth Management LLC	Very Low 0%	—	138	—
Fort Advisors Inc	Very Low 11%	47	414	$350K
Haas Financial, Inc.	Low 22%	31	138	$710K
Stone Steps Financial, LLC	High 38%	52	138	$1.1M
H. L. Ormond & Company, LLC	Typical 35%	98	277	$1.3M
Kovalcik & Geraghty Wealth Partners LLP	High 38%	104	277	$1.1M
Littlejohn Financial Services Inc	Very Low 7%	39	555	$290K
Gilbert Capital Group	Typical 24%	33	139	$1.1M
Hatfield Insurance & Financial Services, Inc.	Low 13%	18	139	$650K
Marstone LLC	Very Low 0%	—	139	$14K
Mediate Financial Investment Advisory Services, LLC	Very Low 10%	40	417	$220K
SecurEstate	Low 14%	39	278	$380K
Fischer Investment Strategies, LLC	Low 21%	87	418	$600K
Faith Financial Advisors, Inc.	Very Low 9%	24	280	$350K
John-Luke Financial, LLC	Low 16%	46	280	$320K
Lebens Advisory Group LLC	Low 14%	20	140	$380K
Libertas Wealth Management Group, Inc.	Very Low 8%	21	280	$520K
Compass Financial Group	Very Low 0%	—	421	$220K
Hergenroeder Financial Advisors, Inc.	Low 23%	98	421	$720K
Domestique Capital LLC	Low 16%	45	281	$360K
Eliot Rose Wealth Management, LLC	High 38%	53	141	$1.3M
Fingerlakes Wealth Management, Inc.	Low 15%	87	564	$490K
McCulley Financial Group, LLC	Low 16%	22	141	$720K
Summit Wealth Group, LLC	Low 20%	56	282	$650K
KG Capital Management, LLC	Low 23%	99	424	$430K
Greystone Financial Group, LLC	Typical 26%	149	566	$840K
Center for Asset Management, LLC	Typical 30%	84	284	$900K
Phillips Wealth Management LLC	Very Low 6%	16	284	$310K
The Pitti Group Wealth Management, LLC	Low 13%	75	568	$520K
Tumwater Wealth Management, LLC	High 40%	113	284	$1.1M
Big Investment Services	Low 15%	86	569	$620K
Callahan Wealth Advisory	Typical 35%	100	285	$1.2M
Gibco Capital Advisors	Low 21%	59	285	$290K
Mariaca Wealth Management, LLC	Low 17%	49	285	$790K
The Premier Advisory Group, LLC	Very Low 0%	—	570	—
True Blue Financial, LLC	High 43%	243	570	$470K
Waypoints Financial	Very Low 7%	32	428	$360K
Avail Investment Partners, LLC	High 40%	57	143	$1.3M
DFG Wealth Management, LLC	Very Low 4%	6	143	$450K
Financial Forum, Inc.	Low 13%	77	572	$500K
Needham Advisory Corporation	Low 22%	32	143	$640K
Next Level Wealth Planning, LLC	Low 15%	85	572	$560K
Roosevelt Advisors LLC	Very Low 0%	—	286	$69K
Sky Alpha Asset Advisors	Very High 67%	191	286	$540K
R2 Wealth Management Partners	Very Low 7%	30	430	$550K
Wolfgang Capital	Low 13%	55	430	$300K
Finish Well RIA LLC	Very Low 8%	22	287	$340K
Jeffery C. Welch and Associates, Inc.	Very Low 3%	10	287	$97K
Lyons Capital Group	Low 22%	62	287	$560K
NRI Wealth Management, LLC	Very High 64%	185	287	$1.1M
Candace Shira Associates, LLC	High 39%	167	431	$1M
Wood Tarver Financial	Typical 26%	148	575	$800K
Athena Wealth Management, LLC	High 42%	61	144	$1.2M
Boulder Investment Group	Typical 24%	35	144	$490K
Halcyon Global Advisors	Typical 36%	52	144	$1.4M
Stirling Financial Group	Typical 34%	98	288	$590K
Prosperity Advisers, LLC	High 41%	118	289	$1.3M
Vivid Wealth Management, LLC	Low 21%	93	434	$670K
Five Corners Financial Services	Typical 33%	95	290	$1M
Eagle Capital Management, LLC	Typical 30%	87	291	$1.2M
Wilkerson Advisory Group LLC	Low 16%	96	582	$560K
Castle Financial & Retirement Planning Associates Inc	Low 23%	33	146	$740K
David P. Gilliam & Associates, Inc.	Low 15%	65	438	$400K
Grove Street Fiduciary, LLC	Very High 63%	184	292	$1.4M
Holland Financial Services, Inc.	Low 17%	25	146	$470K
Secure Financial Management	Low 20%	116	584	$680K
Thames Financial Management	Typical 36%	106	292	$1M
Kachkovsky & Fisher, Inc.	Typical 28%	125	439	$620K
Portland Private Wealth Management, Inc.	Low 14%	60	439	$530K
Hallett Advisors	Low 17%	50	293	$510K
Peak Capital Management	Very Low 8%	23	293	$290K
Wordhouse Wealth Coaching	Very Low 0%	—	293	—
Braeburn Wealth Management, LLC	Very Low 8%	37	441	$560K
Arrian Investments, Inc.	Low 14%	60	442	$510K
Redstone Wealth Management, LLC	Very Low 7%	40	590	$320K
Sound Financial Strategies Group, LLC	Very Low 5%	30	590	$220K
The Perspective Group	Typical 36%	105	295	$760K
Clark Wealth Partners, LLC	Low 14%	61	444	$580K
Kane Financial	Very Low 7%	20	296	$250K
Masus Financial Group, Ltd.	Low 18%	52	296	$640K
Strategic Investment Management	Very Low 5%	7	148	$280K
Atlas Wealth Partners LLC	Low 23%	68	297	$720K
Johnson Financial Advisors	Typical 26%	77	297	$1M
Mercurio Wealth Advisors	Very Low 3%	15	446	$320K
Harborfront Financial Group	Typical 27%	158	596	$250K
Flagship Private Wealth	High 45%	269	597	$730K
Asset Solutions, Inc.	Very Low 7%	22	300	$330K
Hofer & Associates Wealth Management	Low 18%	55	300	$720K
Kaizen Wealth Management, LLC	Very Low 0%	—	450	—
Live Oak Wealth Management, LLC	Low 22%	100	450	$130K
Money Methods, Inc.	Very Low 2%	6	300	$0
Moore Financial Strategies, LLC	Very Low 0%	—	300	—
P/E Capital Investments	Low 17%	25	150	$67K
Smith Securities LLC	Very Low 0%	—	450	$0
Secured Retirement Advisors, LLC	Very Low 11%	66	602	$420K
Capstone Pacific Investment Strategies	Very Low 7%	21	302	$150K
Entruity Wealth, LLC	Typical 24%	73	302	$540K
Tevis Investment Management, LLC	Typical 36%	54	151	$1.5M
AGP Franklin, LLC	Low 19%	85	456	$540K
Blue Waters Advisory Group, LLC	High 51%	78	152	$530K
Craig Duvarney, Cfp	Very High 79%	120	152	$2.4M
M.K. Brown Wealth Advisory	Typical 28%	42	152	$1.1M
iTrust Asset Management, LLC	Very Low 11%	50	457	$410K
Canterbury Capital Wealth Management, LLC	Low 18%	54	305	$420K
The Clark Group Asset Management	High 38%	174	458	$740K
Baron Financial Group LLC	Typical 35%	106	306	$1.2M
Nardis Advisors LLC	High 52%	79	153	$1.1M
Stage 2 Planning Partners LLC	Very Low 8%	23	306	$340K
Cosner Financial Group, LLC	Low 21%	130	614	$490K
Evans Investment Advisors, L.L.C.	Very High 61%	281	461	$770K
Invenio Wealth Partners, LLC	Very High 76%	234	308	$1.1M
J.E. Simmons & Co., P.C.	Very Low 8%	24	308	$330K
Larson Financial Advisors	Typical 25%	39	154	$580K
First Nebraska Financial Services	Low 18%	85	463	$940K
Kellett Wealth Advisors, LLC	Very Low 11%	50	465	$680K
Mobile Bay Wealth Management, LLC	Very Low 0%	—	310	$220K
Red Cedar	Very Low 5%	8	155	$260K
Redwood Financial Planning, LLC	Very Low 5%	32	621	$620K
Gineris Wealth Management	Very Low 10%	30	312	$280K
HG Tailored Financial Services	Very Low 6%	20	312	$250K
Phillips Wealth Planners LLC	Typical 37%	114	312	$1.1M
Brook Capital	Very Low 11%	68	626	$450K
Olde Wealth Management, LLC	Typical 28%	88	313	$1.2M
Luedtke & Associates	Low 12%	55	470	$470K
Orion Investment Co	Very High 56%	350	627	$690K
Blong Financial	Low 17%	53	314	$640K
Ceera Investments, LLC	Very High 64%	100	157	$1.7M
Broadway Advisor Group	Low 23%	71	315	$640K
Moulton Wealth Management, Inc	Very Low 11%	52	477	$330K
Timepiece Financial Planning, Inc.	Very Low 0%	—	159	$460K
Brighter Retirement Advisors LLC	Very Low 3%	9	319	$180K
Riverland Wealth Management	Very Low 8%	26	319	$170K
Sard Wealth Management Group, LLC	High 49%	155	319	$1.4M
SharpePoint, LLC	Low 13%	64	479	$440K
Paladino Wealth	High 41%	65	160	$900K
Kleinfelder Capital, Inc.	High 44%	212	481	$770K
Brendel Financial Advisors LLC	Low 23%	73	321	$810K
Beyond Your Hammock LLC	Typical 30%	48	161	$720K
Burrus	Typical 25%	79	322	$750K
Kanno Capital	Typical 25%	41	161	$270K
Phase III Advisory Services, LTD	Low 14%	69	483	$440K
Pathways Wealth Management, Inc.	Low 15%	74	484	$570K
Armada Advisors	Low 14%	44	323	$420K
Spectrum Wealth Advisory Group, LLC	Typical 35%	226	646	$650K
Proper Wealth	High 46%	224	485	$260K
Second Half Financial Partners, LLC	Very Low 9%	46	485	$260K
BWS Investment Management, LLC	Very Low 1%	4	324	$170K
Snowball Wealth Management	Low 17%	27	162	$850K
ARK Advisors LLC	Typical 37%	120	325	$540K
Unified Wealth Management LLC	Very Low 10%	31	325	$460K
Fellowship Financial Group	Very Low 7%	33	489	$340K
Lakeshore Financial Planning Inc.	Typical 30%	145	491	$960K
Tred Avon Family Wealth, LLC	Very High 90%	296	328	$1.2M
Artesa Financial Group	Low 19%	62	329	$380K
Shaker Financial Services	Typical 31%	101	329	$870K
Paladin Financial	Low 12%	61	494	$400K
William Madison Advisors, Inc.	Typical 28%	137	494	$980K
Financial Strategies Group	Very Low 9%	57	659	$280K
Asset Preservation Group Inc	Typical 29%	96	330	$970K
M.Z. Kark & Associates, Inc.	Very High 57%	94	165	$2.2M
Evermont Wealth	Low 18%	88	496	$670K
Stangier Wealth Management	Low 20%	101	496	$600K
Madden Advisory Services, Inc.	Typical 37%	122	331	$810K
Pacific Capital Associates	Very High 83%	411	497	$510K
Dorval & Chorne Financial Advisors	Low 14%	90	663	$560K
Berry Wealth Group	Typical 25%	83	332	$820K
Financial Institution Services, LLC	Low 15%	50	332	$780K
Legacy Wealth Management Inc.	Very Low 8%	56	665	$380K
Bell & Brown Wealth Advisors, LLC	Typical 30%	150	500	$960K
The Nalls Sherbakoff Group, LLC	Low 17%	86	500	$670K
Omniwealth Investments LLC	Very Low 4%	6	167	$260K
Renaissance Advisors	Very Low 7%	25	334	$410K
Investment Management & Planning LLC	Very High 62%	314	503	$470K
Quest 10 Wealth Builders, Inc.	Low 22%	111	503	$470K
Tim Looney Investments, LLC	Typical 24%	123	504	$970K
Wright Wealth Management Group	Very Low 0%	—	168	—
Up North Financial, LLC	Low 17%	57	337	$600K
Udine Wealth Management Inc.	Typical 34%	115	338	$810K
Avant Capital, LLC	Low 20%	67	339	$510K
J. L. Perkins Wealth Management, LLC	Very Low 2%	8	339	$420K
Capasso Planning Partners LLC	Low 18%	60	340	$760K
Carswell Investments, LLC	Low 22%	38	171	$1.7M
Wealthplans, LLC	High 41%	70	171	$1.2M
FSC Wealth Advisors, LLC	Very Low 1%	9	686	$130K
First Financial Advisory Services Inc	Low 15%	76	516	$540K
Peterson Financial Group, Inc.	Low 12%	64	516	$570K
Cultivar Capital, Inc.	High 41%	142	345	$890K
FMI	Low 12%	80	690	$340K
Andersen Wealth Management	Very Low 0%	—	691	$140K
APEX Investment Group	Very Low 11%	56	519	$390K
Hall Capital Management Company, Inc.	Low 23%	121	519	$730K
Eaton Financial Group	Low 21%	72	347	$910K
Federal Hill Capital Management	Low 12%	40	347	$160K
CPR Financial & Insurance Services, Inc.	Very Low 2%	15	696	$130K
Antoine Williams & Associates Wealth Management, LLC	Low 19%	66	349	$850K
Premier Private Wealth Management, LLC	Very Low 2%	13	698	$180K
Stride Investments, LLC	Low 15%	76	524	$380K
Abound Financial	Typical 26%	136	525	$790K
Fusion Capital, LLC	Low 17%	118	700	$700K
Premiere Wealth Advisors, LLC	High 43%	150	350	$140K
Sovereign Asset Management	Low 19%	65	350	$500K
BCO Wealth Management, LLC	Low 21%	109	526	$590K
IntelliVest Wealth Management	Very Low 3%	10	351	$150K
Endurance Financial Planning, LLC	Very Low 5%	38	708	$140K
Evergreen Wealth Partners LLC	Low 17%	119	708	$560K
Financial Planning Center, LLP	Very Low 0%	—	354	—
KRM Financial Planning & Wealth Management, LLC	Typical 29%	51	177	$1.2M
Latour Asset Management LLC	Very Low 0%	—	710	—
Crosby Advisory Group, LLC	Very Low 2%	13	533	$150K
Presper Financial Architects, LLC	Low 21%	111	533	$670K
Mascagni Wealth Management, Inc.	Low 16%	113	711	$580K
M.C. Byrd Wealth Management, LLC	Very Low 10%	53	534	$430K
Easley Investment Consultants, Inc.	Low 15%	55	357	$630K
Family Dynasty Advisors LLC	High 50%	178	357	$140K
Saos Capital, LLC	Low 15%	80	536	$420K
Weis Advisory	Low 18%	131	716	$320K
Bard Associates Inc	High 52%	93	180	$2.2M
HG Capital Advisors, LLC	Very Low 0%	—	180	$90K
Wayfinding Financial, LLC	Typical 26%	95	361	$980K
Kondo Wealth Advisors, Inc	Typical 33%	119	362	$990K
Skyview Financial Group, LLC	Very Low 11%	41	362	$790K
Longevity Capital Management	Very High 91%	165	182	$780K
Morey & Quinn Wealth Partners	Very Low 7%	40	548	$680K
Crescent Hill Partners LLC	Low 17%	31	183	$1.6M
Miami Valley Portfolio Management Inc	Low 12%	91	732	$260K
Plum Pointe Wealth Management	Low 15%	27	183	$560K
Sweetwater Financial Advisors, LLC	Very Low 10%	37	368	$200K
Wisdom Index Advisors	High 41%	75	184	$1.1M
Retirement Advisors, Inc.	High 44%	82	185	$860K
Rosecliff Capital Advisory LLC	Very High 85%	158	185	$150K
Peak Financial Consulting, Inc.	Low 14%	51	371	$360K
Kessler Investment Group, LLC	Low 13%	71	558	$560K
The Holland Group, Retirement Wealth Advisors, LLC	Very Low 5%	38	744	$380K
Duncan Financial Management, Inc.	Very Low 3%	13	375	$68K
Fiduciary Solutions LLC	Low 14%	79	563	$0
Branson Fowlkes & Co Inc	Very High 67%	126	188	$2.2M
CND Financial	High 39%	73	188	$1M
The Retirement Planning Company of New England, Inc.	Typical 24%	136	565	$700K
Tuttle Wealth Partners LLC	Very Low 6%	32	565	$120K
Modern Capital Concepts	Low 15%	29	189	$0
Ingram Advisory Services, LLC	Very Low 6%	21	380	$290K
MN Wealth Advisors, LLC	Low 20%	112	571	$690K
Cherry Creek Investment Advisors Inc	Typical 24%	93	381	$920K
Ellija Capital Management, LLC	Very Low 4%	16	381	$150K
Threadgill Financial, LLC	High 38%	146	381	$1M
Financial Concepts Unlimited, Inc.	Typical 36%	68	191	$1.2M
Washington Park Capital Management, LLC	High 51%	97	191	$1.9M
Taylor Securities Services, Inc.	Very Low 5%	35	765	$300K
Miller Financial Services LLC	Low 12%	66	574	$510K
Ted Buchan & Company	Typical 28%	107	383	$1.1M
Powers Advisory Group, LLC	Low 22%	125	575	$570K
Meche and Associates LLC	Very Low 0%	—	192	$88K
Auspicious Financial Planning, LLC	High 44%	84	193	$1.4M
Spyrnal Financial Group	Very Low 9%	35	387	$370K
Welch Investment Group, LLC	Low 17%	66	387	$640K
Graystone Partners Wealth Management, LLC	Typical 27%	156	581	$510K
KPC Financial Solutions, LLC	Very Low 0%	—	775	$97K
Hobbs Wealth Management	Typical 34%	65	194	$760K
Leicht Financial Planning and Wealth Management	High 44%	85	194	$1.2M
Windle Wealth	Low 18%	69	388	$550K
MFG Private Wealth	Low 17%	129	777	$160K
Interwest Investment Advisors, Inc	Very Low 1%	5	389	$150K
Demeter Tactical Investments Corp.	Very Low 2%	7	390	$530K
Fund Advisors of America Inc	Very Low 5%	32	585	$260K
Prosperity Asset Management, LLC	Very Low 8%	16	195	$290K
Schuchard Capital Management Inc	High 48%	93	195	$1.5M
Wealthguard Advisors, Inc.	Low 12%	47	390	$430K
Lester Financial Group, LLC	Very Low 7%	53	784	$510K
Sanders & Scott, CHFC	Very Low 8%	30	392	$370K
Stackhouse Enterprises	Very Low 11%	21	196	$140K
Strategic Wealth Planning	High 51%	100	196	$1.1M
Acute Investment Advisory	Very Low 8%	59	787	$300K
Bullington Capital Management, LLC	Very Low 5%	20	394	$220K
Aljen Asset Management LLC	Low 23%	93	397	$410K
Bates Financial Advisors, Inc.	Typical 33%	130	397	$1.1M
Adirondack Financial Services Corp	Low 23%	137	596	$590K
Classic Financial	Low 22%	43	199	$700K
Lettin Wealth Management Group, Inc.	Very Low 0%	—	200	—
Millennium Capital Advisors, LLC	Typical 36%	72	200	$1.1M
Miller Financial Services, Inc.	Very Low 0%	—	200	$640K
Arbor Capital Management Inc	Typical 27%	161	601	$610K
Virtus Financial Partners	Low 18%	111	602	$190K
Kirtland Financial Management, Inc.	High 46%	92	201	$1.9M
Underdog Wealth Management, LLC	Low 13%	53	402	$260K
Fairhaven Financial Advisory Corporation	Very Low 9%	75	805	$450K
C F Parks Inc	Low 15%	30	202	$480K
Gabe Nelson Financial, Inc.	Low 20%	40	202	$450K
RLB Financial	Very Low 4%	24	607	$290K
Vision Wealth Advisors LLC	Very Low 0%	—	203	$58K
Cortez Wealth Management	Very Low 10%	21	204	$230K
Guernsey Financial, LLC	Typical 29%	59	204	$0
Solomon API LLC	Very Low 2%	15	613	$280K
Integrity Wealth Advisors, LLC	Low 22%	177	818	$310K
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	—
Cornerstone Alternatives	Very High 100%	410	410	$390K
Edwards Financial services	Very High 76%	310	410	$150K
Granite Rose Wealth Alliance LLC	High 48%	98	205	$140K
Michels Family Financial, LLC	Low 16%	67	410	$850K
TRUFP	Low 15%	120	820	$510K
4:8 Financial	Very Low 8%	69	821	$370K
Financial Avengers, Inc.	Very High 64%	131	206	$2.4M
Markin Asset Management, LP	Very High 68%	281	412	$290K
Borabond, LLC	Very Low 0%	—	207	$400
Milagre Wealth Management, Inc.	Very Low 7%	31	414	$330K
Vision Wealth Management, Inc.	Very Low 9%	36	416	$200K
Capital Preservation Partners, Inc.	Low 15%	61	417	$530K
Periope, LC	Low 19%	120	628	$280K
Clay Northam Wealth Management	Typical 26%	109	420	$850K
Summit Planning Group, Inc.	Very Low 11%	24	210	$520K
RBA Wealth Management, LLC	Typical 30%	125	421	$1M
A-Team Financial Investments	Very Low 5%	20	422	$92K
The Chartist	Very Low 0%	—	426	$400K
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
Fortune 45, LLC.	Very Low 4%	24	645	$360K
Holistic Financial Partners, LLC	Low 12%	103	862	$520K
Best Invest	Low 12%	80	651	$450K
Hewell Financial Group, Inc.	High 42%	91	217	$1.5M
Crown Point Wealth Advisors	Low 19%	126	653	$270K
HFM INVESTMENT ADVISORS, Inc.	Very High 58%	127	218	$2.2M
Reservoir Wealth Management	Low 18%	81	438	$390K
Palouse Capital Management, Inc.	Very Low 5%	40	877	$450K
X Advisors, LLC	Very Low 8%	51	659	$350K
TFP Management, LLC	Very Low 10%	68	660	$410K
Joseph P. Lucia & Associates, LLC	Low 15%	101	662	$590K
Ark Wealth Advisors, LLC	Low 22%	49	221	$530K
Intermountain Wealth Management, Inc.	Very Low 4%	20	446	$170K
Kiker Wealth Management, LLC	Very Low 9%	80	894	$420K
Wisco Investment Management LLC	Typical 33%	149	448	$210K
RD Lewis Wealth Management	Typical 27%	121	451	$570K
Members Advisory Group, LLC	Low 14%	129	906	$490K
Peachtree Wealth Advisors, Inc	High 38%	174	453	$840K
Standfast Asset Management, LLC	Low 19%	43	227	$430K
Solano Wealth Advisors	High 43%	194	456	$700K
Vista Advisor Group, LLC	Low 12%	79	686	$450K
Trademark Financial Management, LLC	Very Low 11%	49	458	$640K
Titletown Wealth Management, LLC	Typical 34%	154	459	$320K
Adaptation Financial Advisors Inc.	Very Low 8%	53	690	$340K
HF Advisory Group, LLC	Low 22%	99	460	$700K
Metis Wealth Management & Planning LLC	Very Low 7%	31	461	$240K
BG Wealth Advisory, LLC	Very Low 0%	—	462	—
Piedmont Capital Management, LLC	Low 13%	61	464	$500K
Safe Harbor Wealth Advisors, LLC	Very Low 8%	37	465	$360K
PASNAU Investment Management, Inc.	Very Low 11%	25	233	$550K
Catoctin Ridge Wealth Partner	Very Low 1%	12	933	$210K
Crescent City Retirement Group	Very Low 2%	15	933	$140K
Des Moines Investments, LLC	Very Low 11%	75	700	$350K
Capital Wealth Investments	Low 23%	110	469	$900K
Rothwell Investment Advisors	Low 19%	131	707	$260K
Werner Financial	Low 18%	85	472	$270K
Pacific Financial Strategies, Inc.	Low 16%	113	713	$280K
Challenger Wealth Management	Typical 37%	89	238	$1M
Maynerich Financial	Very Low 4%	21	478	$260K
Palmetto Private Wealth, LLC	Very Low 0%	—	478	$120K
Bucket List Wealth Management, LLC	Typical 25%	120	480	$460K
Cornerstone Advisory	Very Low 0%	—	240	$100K
Encircle Financial Strategies	Low 17%	41	240	$580K
Baring Financial LLC	Very Low 11%	54	483	$440K
Hammond Iles Wealth Advisors	Low 13%	127	971	$490K
M3 Wealth Management	Low 12%	60	486	$330K
Paragon Financial Services	High 41%	297	729	$500K
Calabasas Advisory Group, LLC	Typical 32%	154	488	$510K
NestEgg Wealth Advisors	Very Low 8%	19	244	$0
Old Forge Wealth Management, LLC	Very Low 10%	24	244	$400K
Wabash Capital, Inc.	Very Low 3%	17	488	$190K
Socha Financial Group, LLC	Low 18%	130	734	$590K
Apollo Wealth Management	Very Low 1%	3	490	$45K
Fike Advisors, LLC	Very Low 2%	17	735	$140K
Fairchild Financial Advisors, Inc.	Low 14%	34	247	$520K
TCM	Low 19%	95	495	$330K
Guardian Financial, Inc.	Very Low 4%	11	248	$310K
Walton Financial	Low 20%	49	248	$720K
Latko Wealth Management, Ltd.	Typical 29%	143	499	$660K
Altitude Wealth Management, LLC	Very Low 4%	21	502	$220K
First Dallas Securities, Inc.	High 39%	99	253	$1.1M
New Era Investments LLC	Very Low 0%	1	761	$39K
Smartharvest Portfolios	Very High 100%	255	255	$1.4M
Smith Asset Management Co., LLC	Very Low 5%	39	765	$360K
The Gladowsky Group	Typical 26%	66	256	$640K
Capital and Planning, LLC	Typical 24%	126	517	$370K
Jones & Associates Premier Financial Solutions	Very Low 10%	52	521	$440K
Tuve Investment Management, Inc.	Very Low 11%	56	523	$280K
Rockdale Financial Services, Inc.	Very Low 9%	24	262	$220K
Rolek Retirement Planning	High 51%	133	262	$910K
Prevail Wealth Management	Typical 33%	86	264	$990K
Boyd Capital	Very Low 4%	23	532	$200K
CMG Capital Management Group, Inc.	Low 12%	66	536	$440K
Texas Family Wealth, LLC	Very Low 1%	12	1,072	$240K
Genesee Capital Advisors, LLC	Low 22%	118	544	$740K
Successful Money Strategies Inc	Typical 26%	72	273	$830K
Wisniewski Wealth Management	Typical 29%	78	273	$970K
Hawke Financial Group	Very Low 6%	35	551	$430K
Sanchez Gaunt Capital Management, LLC	Low 14%	116	830	$340K
Stokes Capital Advisors, LLC	High 40%	110	277	$1.6M
Retirement Planning Specialists, Inc.	Very Low 0%	—	556	$670K
Lockshield Partners, Inc.	Very Low 5%	60	1,113	$260K
APS Investment Management Group	Very Low 10%	54	557	$350K
Golden Years Financial, LLC	Very Low 3%	9	279	$140K
Hendley & Co. Inc.	High 41%	115	281	$1.3M
Gulfcoast Financial Services, Inc.	Very Low 7%	19	282	$270K
Rhino Wealth Management	Very Low 10%	29	285	$280K
Dovetail Wealth Management, LLC	Typical 37%	313	857	$380K
Immaculate Wealth Management, LLC	Low 16%	91	574	$240K
Southwest Investment Advisors, Inc.	Low 19%	218	1,149	$330K
INTELUS Advisory Group, LLC	Low 14%	41	290	$220K
In Touch Financial Services	Very Low 6%	18	290	$250K
Masterplan Retirement Consultants	Very Low 0%	—	290	—
S&A Financial Services, Inc.	Very Low 7%	84	1,160	$300K
Brian Low Financial Group, LLC	Very Low 5%	46	874	$270K
RHM Capital Management, Inc.	Very Low 7%	19	292	$86K
Mann Financial Group	Low 17%	97	585	$560K

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