High-net-worth advisors in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might need a high-net-worth advisor if you have complex assets, multiple income streams, or significant estate planning needs. Without focused expertise, it's easy to overlook tax implications or miss opportunities to coordinate your financial goals effectively.
- Comprehensive asset management. Look for advisors who integrate investment strategies with your broader financial picture, not just isolated portfolio advice.
- Tax-aware planning. Confirm how they address tax efficiency across income, investments, and estate considerations to avoid costly mistakes.
- Estate and legacy focus. Ask how they help structure your estate plan to align with your wishes and minimize transfer costs.
- Coordination with other professionals. Ensure they work collaboratively with your attorneys and accountants to keep your financial plan cohesive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Wesley P
Series 63, Series 66
Fort Worth, TX
Wells Fargo Clearing
Wesley Pool is equipped to serve high-net-worth clients with 14 years of experience and credentials including Series 63 and 66 licenses, operating within Wells Fargo Clearing, a large firm known for retirement plan consulting and diverse investment options. His background as a founder and business owner, combined with a flat-fee structure and expertise in modern portfolio theory, distinguishes him from other advisors by blending entrepreneurial insight with institutional resources.
Experience: 14 years
Avg account: $475,575
-
Willie M
Series 63, Series 66
Cary, NC
Equitable Advisors
Willie Myles is equipped to serve high-net-worth clients with 16 years of experience and expertise in retirement income strategy and Social Security optimization, which are crucial for managing complex retirement planning needs. Operating from Equitable Advisors, a large firm offering both advisory and brokerage services, he provides flexible fee structures and focuses on Baby Boomers, distinguishing him with a specialized demographic focus and a hybrid implementation model.
Experience: 16 years
Avg account: $570,841
-
Linda P
Series 63
Mt. Laurel, NJ
BC Advisors, LLC
Linda Postorivo is equipped to serve high-net-worth clients with her 42 years of experience and a focus on active portfolio management, which suits complex asset needs. Operating from Mt. Laurel, NJ, she offers a 0.50% AUM fee structure through BC Advisors, LLC, a firm known for fundamental and cyclical analysis, serving diverse clients including trusts and estates, which may provide broader coordination benefits compared to other advisors.
Experience: 42 years
Avg account: $45,994,447
-
Sally H
Series 63, Series 65
New York, NY
Seasons of Advice Wealth Management
Sally Hyman is equipped to serve high-net-worth clients with her 42 years of experience and expertise in charitable giving, philanthropy, and business exit strategies. Operating from New York, she offers a life-cycle investment approach through Seasons of Advice Wealth Management, which provides discretionary portfolio management and comprehensive financial planning, distinguishing her with a focus on both investment and estate planning needs.
Experience: 42 years
Avg account: $1,365,716
-
Ethan S
CFP®, Series 65
Auburn Hills, MI
Plante Moran FInancial Advisors
Ethan Siekkinen is equipped to serve high-net-worth clients with expertise in wealth management, concentrated stock management, and business succession planning, supported by his CFP® certification and independent status. Operating from Auburn Hills, MI, he offers a flexible fee structure including a 1.00% AUM fee and flat fees for specific services, distinguishing him with a strategic investment approach and a focus on comprehensive estate and financial planning.
Experience: 0 years
Avg account: $6,397,023
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
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.
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
© 2026 Warmer Holdings Inc. ("Warmer")