HNW client percentage for Team firms serving clients in Texas

Team firms active in Texas 2,814 firms

Very Low 3%-14%

Low 14%-28%

Typical 28%-41%

High 41%-57%

Very High 57%-81%

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

Median: 34%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Destiny Capital Corporation	Typical 35%	92	260	$1.5M
LifeInvest Wealth Management, LTD	Low 20%	53	260	$1.2M
St. Clair Advisors, LLC	Very High 68%	88	130	$8.1M
Morris Financial Concepts, Inc.	Typical 40%	117	293	$1.8M
Oak Advisors, LLC	High 42%	69	163	$1.7M
Orca Investment Management, LLC	Very Low 11%	38	359	$570K
Richard P. Slaughter Associates, Inc.	High 55%	250	457	$2M
Night Owl Capital Management, LLC	Very High 73%	143	196	$3.8M
Atlas Legacy Advisors LLC	Very High 84%	110	131	$5M
The Dala Group, LLC	Low 27%	70	262	$1M
Meridian Wealth Advisors, LLC	Very High 72%	237	328	$5.1M
Fulcrum Capital, LLC	Very High 100%	296	296	$2.6M
Worth Asset Management	Low 25%	82	329	$880K
Aurelius Family Office, LLC	High 51%	84	165	$1.8M
Boyce & Associates Wealth Consulting, Inc.	Typical 30%	78	264	$890K
Centerview Wealth Advisors, LLC	Typical 28%	47	165	$870K
Kassouf Wealth Advisors, LLC	Very High 57%	112	198	$1.8M
Peirce Capital Management, LLC	Very High 78%	129	165	$3.2M
Trivant Custom Portfolio Group LLC	High 48%	80	165	$1.4M
Zemenick & Walker Inc	Very High 87%	229	264	$9.5M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Zenith Wealth Partners	Very Low 10%	31	298	$300K
Legacy Edge Advisors	Very High 83%	442	530	$2.3M
Allium Financial Advisors, LLC	Very High 74%	171	232	$3M
Burns Matteson Capital Management, LLC	Typical 40%	79	199	$2M
Byrne Asset Management, LLC	Very High 100%	166	166	$1.5M
Members Wealth LLC	High 49%	81	166	$1.7M
Mendota Financial Group, LLC	High 46%	77	166	$1.5M
Harmony Asset Management LLC	High 50%	133	266	$1.4M
WealthCrossing	Very High 74%	197	266	$5.7M
Woodstock Corporation	Very High 60%	140	233	$4.8M
Avion Wealth	Very High 90%	269	300	$3.3M
McClarren Financial Advisors	Very High 60%	159	267	$1.7M
Alliance Private Wealth, LLC	Very High 60%	100	167	$2.8M
Evo Advisors	Very High 57%	96	167	$2M
SC&H Wealth	Typical 37%	248	668	$1.8M
North Berkeley Wealth Management, LLC	High 55%	220	401	$2M
Checchi Capital Advisers, LLC	Very High 100%	234	234	$6.9M
Apforia	Low 15%	56	368	$270K
OLIO Financial Planning	High 42%	153	368	$1.6M
Tschetter Group	Typical 34%	171	503	$3.8M
Leading Edge Financial Planning LLC	Very High 64%	193	302	$1.7M
Alhambra Investment Management LLC	Typical 38%	77	202	$1.5M
Weatherly Asset Management	Very High 76%	281	371	$4.4M
Bedell Frazier Investment Counselling, LLC	High 42%	226	540	$1.6M
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
TritonPoint Wealth, LLC	High 52%	176	338	$4.4M
Punch & Associates Investment Management, Inc.	Very High 62%	333	541	$2.6M
TIP Group LLC	Very Low 3%	11	372	$160K
Rise North Capital Investment Advisors	Very Low 4%	17	406	$120K
ShankerValleau Wealth Advisors, Inc.	Very High 64%	130	203	$3.1M
Woodward Financial Advisors, Inc.	Very High 97%	197	203	$3.2M
Patton Albertson Miller Group, LLC	Very High 60%	369	611	$2.5M
Arcataur Capital Management LLC	Very High 59%	141	238	$1.7M
Capital Cities Investments	Very Low 13%	64	476	$600K
Denver PWM, LLC	High 44%	89	204	$2.3M
Sachem Hill LLC	Very High 73%	99	136	$7M
WEALTH MANAGEMENT Group	Very Low 6%	10	170	$190K
Wealth Science Advisors LLC	High 51%	138	273	$2M
Hamilton Point Investment Advisors, LLC	Very High 85%	203	239	$3.8M
Black Knight Wealth Management, LLC	Low 19%	84	444	$1.2M
Griffin Black, LLC	High 55%	94	171	$2M
MAXIMAI Investment Partners, LLC	Very High 93%	159	171	$4.1M
Austin Asset	Very High 79%	355	447	$3.8M
Clark Asset Management, LLC	Very High 97%	267	275	$4.8M
Zynergy Retirement Planning	Typical 30%	52	172	$1M
Ariston Services Group, LLC	High 42%	29	69	$5.6M
Vance Wealth	High 49%	185	380	$2M
Analog Capital Partners LLC	Very Low 12%	21	173	$540K
Colton Groome Financial Advisors, LLC	High 52%	180	346	$1.9M
HDQ Wealth	Very Low 12%	21	173	$230K
Kreitler Financial LLC	Very High 63%	109	173	$3.3M
Peddock Capital Advisors, LLC	Very High 57%	99	173	$4.5M
The Advocate Group, LLC	Very High 64%	222	346	$2.3M
Castlepoint Wealth Advisors	High 55%	152	277	$2.5M
Riskbridge Advisors, LLC	Low 21%	59	277	$1.6M
Birdrock Wealth	Low 20%	41	208	$690K
Tarbox Family Office, Inc.	Very High 100%	208	208	$4M
Trinity Financial Advisors LLC	Very High 68%	141	208	$3.2M
Tranquility Partners, LLC	High 41%	100	243	$3.6M
Riversedge Advisors	High 44%	167	382	$2.2M
Sheets Smith Wealth Management	High 46%	174	382	$3.3M
WPWealth LLP	High 55%	248	452	$2.3M
Beacon Wealth Consultants, Inc.	Very Low 5%	25	522	$460K
Jackson Hole Capital Partners, LLC	Very High 80%	112	140	$6.8M
Wealth Management Investment Advisors, LLC	High 42%	74	175	—
Almanack Investment Partners	Typical 30%	114	386	$1.8M
Anacapa Financial, LLC	Very Low 9%	16	176	$360K
Hurwitz Associates, Inc.	Low 15%	26	176	$430K
The L. Warner Companies, Inc	High 51%	180	352	$2.1M
Carmel Capital Partners, LLC	Typical 38%	94	247	$1.5M
Cornerstone Financial Planning, LLC	Very High 68%	167	247	$1.6M
Vantage Point Financial, LLC	Low 27%	153	566	$860K
Feldman, Ingardona & Co	Very High 100%	177	177	$8.9M
Harbour Investment Management L.L.C.	High 44%	78	177	$1.8M
BGM Wealth Management	Very High 64%	137	213	$2.4M
Mainsail Asset Management, LLC	Very High 64%	91	142	$2.6M
trueNorth Wealth Advisors	High 54%	97	178	$1.8M
Private Advisory	High 42%	284	678	$2.4M
Libra Wealth LLC	Very High 89%	127	143	$4.5M
Keenan Financial	Very Low 6%	43	751	$270K
Meira Wealth	High 51%	91	179	$1.7M
MPWM Advisory Solutions LLC	Very Low 13%	76	573	$540K
Tandem Wealth Advisors	Typical 38%	96	251	$920K
Benefit Financial Services Group	Typical 38%	325	861	$1.6M
Centura Wealth Advisory	Typical 37%	211	574	$2M
DB & C Advisors, LLC	Low 17%	56	323	$650K
Veracity Capital LLC	Very High 61%	219	359	$2.2M
Going CPAs and Wealth Advisors	Very Low 12%	38	324	$440K
The Investment House LLC	Very High 77%	222	288	$6.5M
Veery Capital, LLC	Typical 35%	87	252	$1.6M
Smith & Howard Wealth Management, LLC	Very High 64%	139	217	$3.3M
Wealth Analytics Partners, LLC	High 49%	88	181	$1.7M
Montis Financial, LLC	High 52%	303	580	$2.2M
ATON Financial LLC	Typical 33%	85	254	$1.5M
ICON Wealth Partners	High 55%	341	617	$4M
Imperity Wealth Alliance LLC	Very Low 7%	24	363	$370K
Rose Capital Advisors, LLC	Very High 64%	232	363	$1.7M
ARIA Wealth Management	Very Low 13%	28	218	$460K
D'Orazio Wealth Advisors	Very High 78%	227	291	$5M
Econologics Financial Advisors	High 54%	157	291	$570K
Jacobson & Schmitt Advisors, LLC	Typical 32%	138	437	$1.4M
Presidio Capital Management, LLC	Very High 59%	192	328	$1.5M
Summa Corp.	High 48%	35	73	$6M
Tribeca Financial, LLC	Low 27%	59	219	$830K
Cannon Financial Strategists, Inc.	Typical 39%	389	986	$1.4M
Aspyre Wealth Partners	High 48%	157	329	$2M
Cardea Capital Advisors, LLC	Very Low 10%	25	256	$480K
MYeCFO	Low 17%	31	183	$1.4M
Cherry Tree Wealth Management, LLC	Very Low 9%	27	293	$2.2M
Blue Water Wealth	High 54%	218	403	$1.2M
Peak American Investment Advisors, Inc.	Very Low 4%	18	403	$310K
Advisors Financial, Inc.	High 43%	95	220	$1.4M
Capital Markets IQ, LLC	Very Low 13%	91	698	$520K
Blue Edge Capital, LLC	Very High 71%	104	147	$4.3M
Keebeck Wealth Management	Very High 100%	147	147	$12M
MD Financial Advisors / Vestment Financial	High 41%	198	478	$640K
Manhattan West Asset Management, LLC	High 45%	150	331	$1.9M
Wellment Financial	Low 19%	76	405	$770K
Kaufman Rossin Wealth, LLC	High 44%	98	221	$2M
Burford Brothers, Inc.	Typical 28%	62	222	$2M
Kinloch Capital, LLC	High 55%	101	185	$1.6M
Sentry Advisors, LLC	Very High 82%	121	148	$16M
Columbia Advisory Partners, LLC	Typical 29%	185	630	$470K
Quent Capital, LLC	Very High 80%	298	371	$4.9M
Flagstar Advisors, Inc.	Typical 34%	338	1,004	$640K
RiverPath Investments LLC	Typical 38%	71	186	$1.2M
America First Investment Advisors LLC	Very High 67%	175	261	$2.5M
Heritage Wealth Management, Inc.	High 54%	121	224	$1.6M
Millington Financial Advisors, LLC	Low 22%	42	187	$1.6M
Paragon Capital Management	Very High 75%	140	187	$7M
Westbourne Investment Advisors Inc.	Typical 36%	68	187	$2.3M
Insight Strategic Wealth LLC	High 52%	137	262	$1.5M
RetireWise Tax and Wealth Advisors, Inc.	Typical 30%	79	262	$900K
Oakwell Private Wealth Management	Typical 36%	147	412	$1.4M
Financial Rounds	Typical 30%	57	188	$1.1M
International Asset Management	Typical 29%	55	188	$910K
Strategic Portfolio Solutions, LLC	Typical 29%	55	188	$720K
May Hill Capital, LLC	Very High 70%	79	113	$4.1M
Skybound Wealth USA	Low 14%	48	339	$490K
Windward Private Wealth Management Inc.	High 43%	97	226	$1.3M
Arista Wealth Management, LLC	High 43%	161	377	$2.6M
Diversifi Capital Inc	Very High 84%	223	264	$2.4M
Ims Capital Management	Low 23%	62	264	$820K
TFC Financial Management Inc	Very High 73%	302	415	$4.3M
Harold Dance Investments	Very Low 7%	21	302	$510K
Flower City Capital LLC	High 50%	114	227	$1.8M
Onyx Financial Advisors, LLC	Very High 58%	153	265	$1.9M
Concentus Wealth Advisors	High 54%	183	341	$3.1M
Elwood & Goetz	High 51%	346	682	$1.6M
Burkholder Wealth Management	Very High 57%	152	266	$1.4M
New Horizons Wealth Management	Low 15%	35	228	$730K
Intelligence Driven Advisers, LLC	Very High 65%	421	649	$1.3M
Cottonwood Capital Advisors	High 42%	81	191	$1.5M
Fidelis Wealth Advisors	High 45%	85	191	$870K
Wealthview Capital, LLC	High 41%	78	191	$1.7M
IFC Advisors LLC	Very High 78%	270	344	$6.1M
Everspire	Very Low 6%	51	803	$310K
Spectrum Asset Management Inc	High 41%	126	306	$1.9M
Verity Investment Partners	Very High 58%	264	459	$2.8M
Wallington Asset Management	Very High 64%	197	306	$3.7M
Alpha Zero LLC	Low 21%	87	421	$610K
Nova Wealth Management, Inc.	Low 24%	65	268	$920K
Prosperity Planning	High 46%	177	383	$1.4M
Jacobsen Capital Management	Very High 63%	72	115	$4.8M
Pelican Investment Advisors, LLC	Low 17%	40	230	$400K
Mascoma Wealth Management	Typical 29%	122	422	$1.1M
Sycamore Financial Advisors, Inc.	Very Low 1%	2	192	$520K
Catalyst Financial Partners	Very High 100%	347	347	$4.6M
Flagstone Financial Management, LLC	Typical 36%	126	347	$1.3M
Crusonia Wealth Advisors LLC	Very High 60%	325	540	$2.2M
Novi Wealth Partners	High 56%	150	270	$2.3M
WinCap Financial LLC	Low 27%	73	270	$820K
Merit Financial Partners LLC	High 52%	100	193	$1.6M
Kooman & Associates	High 51%	158	309	$1.7M
Navigate Wealth Management, LLC	High 48%	131	271	$1.5M
Collective Wealth Partners, LLC	Very Low 8%	16	194	$290K
Quadcap Wealth Management, LLC	High 51%	294	582	$2.3M
Schaper Benz & Wise Investment Counsel Inc	Very High 71%	277	388	$4.4M
Severin Investments LLC	Low 22%	52	233	$600K
WJ Interests, LLC	Very High 74%	172	233	$2.3M
Bluesky Wealth Advisors, LLC	Very High 71%	248	350	$2.9M
Beverly Hills Private Wealth, LLC	Very High 69%	162	234	$3.8M
CHF Wealth Management, LLC	Very Low 0%	—	195	—
Greenline Wealth Management	Low 15%	35	234	$410K
Hidden Cove Wealth Management	Typical 30%	81	273	$1.2M
LK&A Investment Counsel	Very High 78%	61	78	$6.9M
Pacifica Capital Investments	High 56%	87	156	$3.8M
Quantum Financial Services Inc.	Very High 100%	78	78	$9.4M
TrueWealth Financial Partners	High 53%	82	156	$1.8M
Saxon Financial Group	Typical 38%	195	509	$1.3M
Financial Consultants Group Inc	Low 27%	64	235	$790K
Ellevest	Very High 79%	371	471	$2.3M
Endowment Wealth Management, Inc.	Typical 31%	145	471	$1.1M
Arkos Global Advisors, LLC	Typical 37%	161	432	$2.4M
Managed Financial Services Corp Inc	Very Low 7%	20	275	$200K
Curio Wealth, LLC	Low 14%	50	354	$1.3M
Amicus Financial Advisors, LLC	Low 16%	121	748	$660K
GFG Solutions	Very High 100%	315	315	$970K
DST Wealth Management LLC	Low 25%	49	197	$2.7M
Hermitage Wealth	Very Low 2%	4	197	$150K
Gill Capital Partners	High 45%	195	434	$1.5M
Highbrook Capital Partners	Very High 61%	96	158	$2.5M
Peachcap Tax & Advisory, LLC	Low 25%	59	237	$570K
Veris Wealth Partners, LLC	Very High 76%	239	316	$7.3M
Womack Wealth Management, Inc.	High 53%	104	198	$2M
The Legacy Financial Group, Inc.	High 50%	157	317	$1.9M
Freedom Wealth Advisors, LLC	Very Low 12%	28	238	$430K
Isthmus Partners, LLC	Very High 58%	208	357	$3.6M
Alterna Wealth Management, Inc.	High 55%	633	1,151	$860K
Canter Wealth	High 46%	129	278	$1.4M
Fortress Financial Solutions, LLC	Low 21%	59	278	$510K
Woodmont Investment Counsel, LLC	Very High 77%	335	437	$4.1M
Capstone Wealth	High 53%	84	159	$2M
Leigh Baldwin & Co., LLC	Very Low 10%	68	676	$390K
CFM Advisors Inc	Very Low 7%	14	199	$940K
Parkwoods Wealth Partners, LLC	Typical 33%	233	717	$1.2M
Friday Financial	Typical 32%	88	279	$1.4M
Elevate Capital Advisors	High 41%	82	200	$900K
Family Legacy, Inc.	Low 27%	64	240	$1.2M
Idle Hill Advisors LLC	Typical 29%	57	200	$540K
Imber Financial Group, LLC	Very Low 12%	24	200	$530K
Lafayette Investments, Inc.	Very High 68%	164	240	$3.3M
Liberty Capital Management Inc	Very High 79%	126	160	$4.9M
Oak Family Advisors, LLC	Very High 64%	128	200	$2.9M
Paradigm Wealth Advisory LLC	Low 23%	65	280	$710K
Parkside Investments, LLC	Very High 75%	149	200	$4.6M
Pennsylvania Capital Management Inc.	High 55%	109	200	$4.1M
Precedent Wealth Partners, LLC	Typical 39%	77	200	$3.4M
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Vertrix Wealth Management, LLC	Typical 37%	103	281	$980K
Balboa Wealth Partners, Inc.	Low 24%	262	1,084	$970K
BCN Financial, Inc.	Very Low 0%	—	322	—
Corvus Wealth Advisors LLC	High 42%	151	363	$1.6M
Inlet Private Wealth, LLC	Very High 74%	89	121	$4.9M
Peace of Mind Wealth Management	High 46%	150	324	$870K
Strait & Sound	Very Low 12%	30	243	$1.4M
Tanglewood Legacy Advisors, LLC	Very High 75%	121	162	$4.6M
Narus Financial Partners, LLC	Typical 34%	69	203	$2.5M
One Wealth Advisors, LLC	Very High 61%	246	406	$3M
BAM Wealth Management LLC	Low 25%	70	285	$700K
BentOak Capital	Typical 37%	286	774	$920K
Universal Financial Advisors, LLC	Low 21%	69	326	$850K
Activest Wealth Management, LLC	Very High 57%	301	530	$2.8M
Diamond Client Group, LLC	High 49%	180	367	$370K
Wick Capital Partners, LLC	Very High 66%	241	367	$2.5M
Integrity Wealth LLC	High 49%	120	245	$1.2M
Smith Thornton Advisors, LLC	Typical 28%	91	327	$1.2M
Cornerstone Wealth Planning	Typical 31%	127	409	$1.2M
Gryphon Financial Partners	High 52%	341	655	$3.7M
Aries Wealth Management, LLC	Very High 81%	133	164	$3.5M
Clean Yield Asset Management	Very High 63%	155	246	$2.2M
Guyasuta Investment Advisors, Incorporated	Very High 69%	310	451	$4.9M
RHP Wealth Management	Very High 57%	117	205	$1.6M
Trumbower Financial Advisors LLC	Very High 65%	159	246	$8.1M
Charter Advisory Corporation	Typical 35%	203	575	$470K
Chicago Capital Management Advisors, LLC	Very Low 9%	54	616	$210K
The Rice Partnership, LLC	High 50%	204	411	$2.1M
S Harris Financial Group, LLC	High 44%	108	247	$1.6M
Fortune Financial Advisors, LLC	High 41%	84	206	$1.3M
Greenwood Capital Associates, LLC	Very Low 12%	76	660	$1.5M
Legacy Capital Wealth Partners, LLC	High 46%	304	660	$2.1M
Union Capital Company	Very Low 6%	26	414	$360K
Haven Wealth Group	High 42%	139	332	$1.5M
Nilsine Partners, LLC	High 51%	277	540	$2.8M
Tobias Financial Advisors	Very High 62%	232	374	$2.9M
Granite Harbor Advisors, INC.	Typical 37%	154	416	$1.4M
Bayshore Wealth Advisors	Very High 75%	94	125	$5.7M
Clariti Wealth Advisors	Very High 78%	195	250	$3M
Smith Bruer	Low 24%	61	250	$690K
Progressive Investment Management Corporation	Very High 84%	141	167	$4.1M
Riverstone Advisors, LLC	High 50%	84	167	$3.7M
Clarus Wealth Advisors, LLC	Very Low 6%	30	502	$610K
NorthWest Financial Services Inc	High 45%	169	377	$1.7M
Christopher Weil & Co Inc	High 52%	261	503	$1.7M
Buckley Wealth	Very High 59%	124	210	$2.4M
Buttonwood Financial Group, LLC	Very Low 6%	21	336	$1.5M
Delegate Advisors, LLC	Very High 100%	42	42	$33M
The Foundry Financial Group, Inc.	High 49%	145	294	$940K
Novare Capital Management	Very High 58%	440	757	$2.5M
Capstone Wealth Management Group, LLC	Typical 28%	83	295	$900K
Nepsis, Inc.	Low 16%	96	590	$580K
Power Wealth Management	High 52%	131	253	$1.7M
Convergence Advisory Group	Low 14%	30	211	$500K
Foundation Resource Management, Inc.	Very High 74%	157	211	$3.7M
Grant Private Wealth Management	Typical 34%	71	211	$930K
Penn Davis McFarland Inc.	Very High 91%	193	211	$6.2M
Twin Peaks Wealth Advisors	High 46%	194	422	$1.3M
Lifecycle Financial Planners Inc.	Typical 31%	52	169	$3.9M
Mader & Shannon Wealth Management	Low 25%	84	339	$710K
Fidato Wealth LLC	Very High 72%	214	297	$1.7M
JNBA Financial Advisors, LLC	High 47%	514	1,105	$1.8M
Fiduciary Financial Partners, LLC	High 46%	99	213	$1.3M
The Kocen Financial Group, Inc.	Typical 39%	84	213	$820K
Seven Springs Wealth Group	High 52%	201	384	$3.3M
West Financial Services, Inc.	Very High 58%	546	940	$2.9M
ThirtyNorth Investments, LLC	Typical 33%	70	214	$1.1M
Wingate Wealth Advisors, Inc.	High 55%	355	642	$2.1M
JGP Wealth Management, LLC	High 49%	379	771	$1.7M
Herold Advisors, Inc.	Low 21%	118	557	$920K
Strong Tower Advisory Services	High 41%	124	300	$1.9M
Journey Advisory Group, LLC	Typical 39%	337	859	$1.9M
DMKC Advisory Services, LLC	High 54%	254	473	$1.1M
Emerald Advisors, LLC	Very High 70%	151	215	$4.4M
LSIA	Very High 76%	131	172	$4.4M
Mosaic Wealth	High 41%	321	774	$2.5M
Vaquero Private Wealth, Ltd.	Very High 69%	179	258	$3.4M
John G. Ullman & Associates, Inc	Typical 33%	324	992	$1.5M
Vizcaya Capital, LLC	Very High 100%	345	345	$1.8M
Cutler Investment Group	Typical 39%	366	949	$1M
Reliance Wealth Management	Low 15%	44	302	$440K
CapTrust Wealth Advisors	High 42%	366	863	$1.9M
Alpha Financial Advisors, LLC	Very High 70%	181	259	$2.4M
One Wealth Capital Management, LLC	High 51%	133	259	$1.2M
TGS Financial Advisors	Typical 39%	100	259	$1.6M
Regimen Wealth, LLC	Very High 60%	130	216	$1.7M
Aspen Wealth Management, LLC	High 54%	188	346	$1.9M
ATLATL Advisers	Typical 39%	101	260	$1.3M
TFR Capital	Typical 31%	80	260	$1.5M
Invicta Financial Group	Typical 38%	181	477	$780K
Dominion Portfolio Management, Inc.	Very Low 3%	26	782	$350K
Novadius Wealth Management	Low 15%	39	261	$580K
XXI Wealth, LLC	Very High 93%	81	87	$6.1M
West Financial Advisors, L.L.C.	High 55%	167	305	$2.1M
Gould Asset Management LLC	Very High 66%	229	349	$2.8M
Ellis Investment Partners, LLC	Typical 37%	291	786	$1.1M
The Gleason Group, Inc.	High 52%	136	262	$6M
Paragon Financial Advisors	Very High 58%	252	437	$2.2M
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Coyle	High 53%	234	438	$2.4M
ENZI Wealth	Very High 64%	140	219	$2M
M. Kraus & Company	Very High 60%	131	219	$2.5M
Rigden Capital Strategies	Very Low 13%	33	263	$410K
Blackhawk Capital Partners, LLC	High 53%	162	307	$1.3M
Excalibur Management Corp	High 43%	131	307	$2.1M
M. E. Allison & Co., Inc.	High 49%	236	483	$630K
Delta Investment Management, LLC	Low 15%	165	1,099	$780K
Advocate Investing Services	Low 25%	56	220	$820K
BSG Advisers	Low 24%	63	264	$500K
Impact Investors	Low 24%	52	220	$1.3M
Kendall Capital Management	Very High 64%	226	352	$2.1M
Beaird Harris	Very High 63%	497	793	$2.8M
Parr McKnight Wealth Management Group	Typical 37%	162	441	$2M
EWA, LLC	High 51%	203	397	$1.9M
Kelman Lazarov Inc	High 56%	323	574	$1.5M
HS Wealth Partners	Typical 36%	96	265	$1.6M
Riverview Capital Advisers LLC	High 53%	117	221	$2.8M
PYA Waltman Capital, LLC	High 48%	192	398	$1.7M
Stonemark Wealth Management	Typical 38%	150	398	$1.5M
Cypress Point Wealth Management, LLC	Very High 75%	132	177	$8M
Martinsen Wealth Management	Very Low 8%	28	354	$400K
Brown \| Miller Wealth Management, LLC	Very High 57%	280	487	$1.9M
Horizons Sustainable Financial Services, Inc.	Typical 33%	101	310	$490K
Aspen Capital Management, LLC	Very High 64%	284	443	$2.7M
Family Wealth Partners, LLC	Low 23%	60	266	$1.4M
First American Asset Advisory, LLC	Very High 100%	266	266	$720K
North Point Portfolio Managers Corporation	Very High 59%	158	266	$2.8M
Passive Capital Management, LLC	Low 25%	101	399	$2.1M
Yosemite Capital Management	Typical 32%	84	266	$1.3M
Collective Wealth Advisors LLC	Low 18%	39	222	$700K
Eubel Brady & Suttman	High 42%	319	755	$1.6M
Forthright Capital	Very Low 1%	9	978	$110K
Treehouse Wealth Advisors	High 50%	133	267	$2.1M
Hohimer Wealth Management, LLC	Typical 33%	179	535	$2.1M
Envision Financial Planning, LLC	High 46%	123	268	$1.4M
Sovereign Wealth Advisors LLC	Typical 33%	408	1,252	$420K
Strathmore Capital Advisors	High 48%	237	493	$1.6M
Broadview Financial Management, LLC	Very High 78%	209	269	$2.6M
Financial Alternatives, Inc.	High 55%	148	269	$2.3M
Kelsey Financial, LLC	Low 17%	45	269	$640K
Chicory Wealth	High 42%	225	539	$1.5M
Squire Wealth Advisors	Typical 37%	197	539	$800K
Master's Wealth Management Inc.	High 46%	186	405	$1.1M
Sierra Summit Advisors LLC	Very High 100%	135	135	$5.3M
True Wealth Design, LLC	High 45%	162	360	$1.3M
Van Cleef Asset Management Inc	Very High 65%	146	225	$5.4M
WebsterRogers Financial Advisors, LLC	Low 23%	73	315	$1.4M
Quantum Financial Partners LLC	Very Low 13%	42	316	$250K
Singer Wealth Advisors LLC	Typical 33%	296	903	$840K
AAF Wealth Management, LLC	High 52%	140	271	$2.1M
Clarity Wealth Development, LLC	Typical 36%	81	226	$920K
Commons Capital, LLC	Very High 71%	160	226	$1.4M
Wealth with No Regrets®	High 43%	97	226	$840K
The Wealth Boutique	Very Low 9%	27	317	$380K
Triune Financial Partners, LLC	High 46%	351	770	$1.6M
Bridgewater Advisors Inc.	Very High 62%	366	589	$4.2M
Whitegate Investment Counselors, Inc.	High 56%	76	136	$4M
Horizon Investment Services, LLC.	Low 21%	67	318	$1M
Premier Financial Group Inc	Very Low 3%	16	546	$1.1M
Castleview Partners, LLC	Low 14%	80	592	$570K
Cannon Advisors	Typical 29%	66	228	$790K
IAS Wealth Management, Inc.	Very High 57%	130	228	$2.4M
Curtis Advisory Group, LLC	High 47%	64	137	$3.1M
Transatlantique Private Wealth LLC	Very High 84%	347	411	$2.1M
Wheelhouse Advisory Group, LLC	Low 22%	121	548	$710K
Empirical Asset Management, LLC	Very High 58%	267	457	$1.1M
Decker Wealth Management, LLC	High 43%	139	320	$1.7M
The Retirement Solution LLC	Typical 39%	324	823	$850K
Ironwood Investment Counsel, LLC	High 55%	300	549	$2.9M
Bamboo Wealth Strategies	Typical 37%	84	229	$990K
Tortoise Investment Management, LLC	Very High 71%	360	504	$4.1M
Brown Financial Advisory	High 56%	154	275	$1.6M
CorePath Wealth Partners LLC	Typical 32%	73	230	$1.1M
Impact Capital Partners LLC	Very High 77%	177	230	$2.7M
KTF Investments, LLC	Very High 59%	109	184	$3.8M
Statera Wealth Management	Low 23%	53	230	$800K
Third View Private Wealth	Very High 57%	183	322	$3.6M
Virtus Financial Group	Low 20%	46	230	$520K
Heirloom Wealth Management LLC	Typical 31%	254	829	$1.2M
4Wealth Advisors, Inc.	Very Low 12%	60	508	$410K
CWC Advisors, LLC	Very High 100%	231	231	$860K
REDW Wealth LLC	Typical 29%	107	370	$1.1M
FMB Wealth Management	Typical 39%	125	324	$1.9M
Decisionpoint Financial, LLC	Low 24%	146	602	$990K
Briaud Financial Advisors	Very High 87%	243	278	$3.3M
Point Windward Advisors, Inc.	Low 17%	48	278	$1.3M
Tanglewood Total Wealth Management, Inc.	Very High 87%	363	417	$3.8M
Stansberry Asset Management, LLC	Very High 59%	579	975	$1.3M
ARQ Wealth Advisors, LLC	High 53%	318	604	$1.8M
Harrell Investment Partners, LLC	High 44%	82	186	$3.5M
RetirePath Wealth, LLC	Very Low 6%	11	186	$470K
Versant Capital Management, Inc.	Very High 67%	310	466	$3.1M
Avenir Corporation	Very High 65%	91	140	$5.5M
Landmark Wealth Management, LLC	High 49%	138	280	$1.5M
Meridian Investment Counsel, Inc.	Very High 63%	118	187	$3.8M
Treasure Coast Financial Planning, Inc.	Typical 35%	82	234	$990K
Resonant Capital Advisors, LLC	Very High 68%	416	609	$4.7M
Sapient Private Wealth Management, LLC	High 53%	325	609	$2.6M
Amerant investments, Inc.	Low 15%	143	984	$410K
HIGHLAND Financial Advisors, LLC	High 42%	139	328	$1.8M

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