Clients per advisor for Independent firms serving clients in New York

In New York, independent financial advisors tend to serve slightly more clients per advisor than the broader national median for this category, with a median of 30 clients compared to the national median of 26. This suggests that many advisors in New York may be balancing personalized service with a moderately larger client base, possibly reflecting the state's diverse and competitive market. With 800 independent firms, the range of client loads is broad, indicating a mix of advisors who are either in early stages of building their practice or who have chosen to maintain a more scalable client roster. For clients, this means options vary from highly personalized attention to more streamlined service models.

Independent firms nationally 9,196 firms

Very Low 3-9 per advisor

Low 9-20

Typical 20-35

High 35-65

Very High 65-140

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

Median: 26

Firm	Client/advisor ratio	Clients	Advisors	Staff
Toams Financial	Very High 620	620	1	2
LendingRobot	Very High 609	609	1	2
Isakov Planning Group Inc.	Very High 569	569	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
New Street Advisors Group LLC	Very High 510	510	1	1
Skloff Financial Group	Very High 444	444	1	1
Flight Line Financial, LLC	Very High 393	393	1	1
Ever Green Wealth Management, LLC	Very High 363	363	1	1
C2C Wealth Management, LLC	Very High 324	324	1	2
Equinox Financial Advisors, Inc.	Very High 310	310	1	2
East Guilford Financial Services LLC	Very High 301	301	1	1
Invictus Timing Service Ltd	Very High 286	286	1	1
191 Godwin Associates, Inc. d/b/a Godwin Capital Management	Very High 278	278	1	2
DPCM	Very High 270	270	1	1
Lightedway Advisory Services, Inc.	Very High 267	267	1	1
GPS Financial, LLC	Very High 263	263	1	2
Fortune Advisory Services	Very High 243	243	1	1
The Hajdari Group, LLC	Very High 241	241	1	2
Financial Freedom Capital Management	Very High 234	234	1	1
Advisor Financial Services, Inc.	Very High 220	220	1	2
McGrath WealthCare, LLC	Very High 212	212	1	1
Peconic Asset Planning	Very High 203	203	1	2
Walnut Investment Services LLC	Very High 193	193	1	2
Nosuris, Inc.	Very High 190	190	1	2
Thoughtful Money LLC	Very High 187	187	1	1
Summer Fields Investments, LLC	Very High 186	186	1	1
Proficient Wealth Counselors, LLC	Very High 182	182	1	1
My Financial Planner, LLC	Very High 180	180	1	1
Financial Answers, LLC	Very High 176	176	1	1
Financial Solutions Associates	Very High 174	174	1	1
Anthony J. Orlando Inc.	Very High 173	173	1	1
Hudson Companies	Very High 172	172	1	1
Kingsley Advisors, LLC	Very High 170	170	1	2
Blue Water Financial Investor Coaching, LLC	Very High 170	170	1	1
Teplitz Financial Group LLC	Very High 168	168	1	2
MD Wealth Advisors Inc	Very High 163	163	1	1
Intrepid Wealth Partners, LLC	Very High 160	160	1	1
Omega Capital Management, LLC	Very High 160	160	1	2
T.M. Murphy Investment Management, Inc.	Very High 159	159	1	1
Mountain View Strategic Wealth, LLC	Very High 157	157	1	2
Richwood Investment Advisors, LLC	Very High 156	156	1	1
Conscient Capital, LLC	Very High 155	155	1	1
Gilbert Financial, LLC	Very High 152	152	1	1
Leslie Marie Giordano	Very High 150	150	1	1
Waterstone Wealth Advisors, LLC	Very High 148	148	1	1
Occam Capital Management, LLC	Very High 147	147	1	2
Rochester Investments	Very High 147	147	1	1
FMA Wealth Management, LLC	Very High 144	144	1	2
Clear View Wealth Advisors	Very High 144	144	1	1
Ronald A. Bartlett & Associates, Ltd.	Very High 143	143	1	2
J. Mandwelle Capital Management	Very High 143	143	1	1
Solebury Asset Management LLC	Very High 142	142	1	1
Nine30 Advisors LLC	Very High 140	140	1	2
Amidon & Petersen Financials, LLC	Very High 139	139	1	2
Domo Capital Management, LLC	Very High 137	137	1	1
Green Financial Management, LLC	Very High 137	137	1	1
Genesis Asset Management Group, Inc.	Very High 136	136	1	2
Avanti Wealth Management	Very High 136	136	1	1
Northstar Financial Advisors, Inc.	Very High 135	135	1	1
The WealthPlan LLC	Very High 132	132	1	1
Capital Benchmark Partners, LLC	Very High 130	130	1	1
Mountain Pass Planning	Very High 129	129	1	1
Trueman Brown	Very High 128	128	1	2
Zidel Financial Inc.	Very High 128	128	1	1
ABC Wealth Inc	Very High 125	125	1	1
TruNorth Financial LLC	Very High 123	123	1	1
Finmas Capital LLC	Very High 121	121	1	1
Ibis Capital Management, LLC	Very High 120	120	1	1
Lowell Road Asset Management, Inc.	Very High 120	120	1	2
Universe, Inc.	Very High 119	119	1	1
Ursa Financial, LLC	Very High 118	118	1	1
Haven Capital Group	Very High 118	118	1	1
Retired Capital LLC	Very High 117	117	1	1
Hudson View Advisors, LLC	Very High 117	117	1	1
Taos Investment Advisors, LLC	Very High 116	116	1	2
Lotus Asset Management Limited Liability Company	Very High 116	116	1	1
All-Pro Advisors LLC	Very High 116	116	1	2
Liberty Wealth Managers	Very High 114	114	1	2
Tapparo Capital Management	Very High 113	113	1	1
Anglia Advisors	Very High 110	110	1	1
Principled Advisors, Inc.	Very High 110	110	1	1
Rock Ridge Wealth LLC	Very High 110	110	1	1
Scipione Wealth Advisors, Inc.	Very High 107	107	1	2
Treesa Financial Planning, LLC	Very High 106	106	1	1
Adirondack Retirement Strategies	Very High 105	105	1	1
Client Priority Financial Advisors LLC	Very High 103	103	1	1
Leo Wealth Management, LLC	Very High 103	103	1	1
Capital Designs	Very High 100	100	1	1
Stkeros Financial Planning, LLC	Very High 100	100	1	2
Hayden Capital	Very High 100	100	1	2
MJB Asset Management LLC	Very High 99	99	1	1
Safran Wealth Advisors, LLC	Very High 98	98	1	2
Sound & Secure Advisors LLC	Very High 98	98	1	1
AQS Management, LLC	Very High 95	95	1	1
Iron Path Wealth Management, Inc.	Very High 95	95	1	1
Dark Horse Wealth LLC	Very High 94	94	1	1
Atlas Peak Advisors, Inc.	Very High 94	94	1	1
Pushkin Advisory Group, LLC	Very High 92	92	1	1
S.H. Capital Management Corp.	Very High 92	92	1	1
Keep It Simple Financial Planning	Very High 92	92	1	2
WealthPro, LLC	Very High 92	92	1	2
BIGGIN, INC.	Very High 90	90	1	1
hgTurner Associates LLC	Very High 90	90	1	2
Clarity Investments + Planning LLC	Very High 90	90	1	2
Heal Financial LLC	Very High 89	89	1	1
Bullseye Investment Group	Very High 89	89	1	1
Sanskar Advisors, Inc.	Very High 89	89	1	1
Amazz Investment Management, Inc.	Very High 88	88	1	1
Runnymede Capital Management Inc	Very High 88	88	1	2
Komich Capital Advisors	Very High 88	88	1	1
SIP Financial Services	Very High 88	88	1	1
Saber Capital Management LLC	Very High 88	88	1	2
MDRN Wealth	Very High 87	87	1	2
Boerum Hill Financial Advisors LLC	Very High 87	87	1	1
Servo Wealth Management LLC	Very High 87	87	1	1
Integrated Financial Consulting, LLC	Very High 87	87	1	1
WallStreeti.com	Very High 87	87	1	1
Aspetuck Financial Management LLC	Very High 87	87	1	1
Alpha Omega Financial	Very High 86	86	1	2
Lucey Investment Management, LLC	Very High 85	85	1	1
Coastal Way Financial Group, LLC	Very High 85	85	1	1
Lewinter Wealth Advisors, LLC	Very High 85	85	1	1
Her Personal Finance	Very High 85	85	1	1
N Financial Plans	Very High 84	84	1	1
Majestic Oak Financial, LLC	Very High 84	84	1	1
Fox Financial Services, Inc.	Very High 84	84	1	1
The Hourly Advisor LLC	Very High 83	83	1	1
Southland Investments	Very High 83	83	1	2
Reale Managed Assets, Inc.	Very High 83	83	1	1
Vincent Wealth Advisors LLC	Very High 83	83	1	2
Focus Planning Group	Very High 82	82	1	1
Eagle Tax Planning & Advisory Group.LLC	Very High 81	81	1	1
Conway Partners	Very High 81	81	1	2
Clarity Advisors	Very High 81	81	1	1
Hilpan Moxie Wealth Management, LLC	Very High 80	80	1	1
Weigelfam	Very High 80	80	1	1
Wolfstich Capital, LLC	Very High 79	79	1	1
Barrett Wealth Management	Very High 79	79	1	1
Delphi Wealth Partners	Very High 79	79	1	2
NGC Financial, LLC	Very High 78	78	1	1
Julien Planning, LLC	Very High 77	77	1	1
Rutherford Asset Planning, Inc.	Very High 77	77	1	2
Apprise Wealth Management LLC	Very High 76	76	1	1
Ithaca Wealth Management	Very High 76	76	1	1
Recker Financial LLC	Very High 76	76	1	1
I-Squared Wealth Management, Inc.	Very High 76	76	1	1
Your Financial Advocate, LLC	Very High 75	75	1	1
Legado Wealth Management LLC	Very High 75	75	1	1
Cannistra Financial Advisors Inc.	Very High 75	75	1	1
Conklin Shure Financial	Very High 75	75	1	1
Wax Asset Management LLC	Very High 74	74	1	1
Stockade Wealth Management	Very High 74	74	1	1
Tringle Jr., John R.	Very High 74	74	1	1
Barbara J. Bouchey Asset Management, Inc.	Very High 73	73	1	1
Daniel Goldstein, CFP	Very High 72	72	1	1
WGS Management Services, Inc	Very High 72	72	1	1
Murray Street Capital Advisors, LLC	Very High 71	71	1	1
Pochop Financial Management, Inc.	Very High 71	71	1	1
Genesis Financial Group, LLC	Very High 70	70	1	2
Farrauto Wealth Management, Inc	Very High 70	70	1	1
Logbook Financial Planning, LLC	Very High 70	70	1	1
Whiterock Financial, LLC	Very High 69	69	1	1
New Wave Financial Services	Very High 69	69	1	1
JTD Financial Services, LLC	Very High 68	68	1	2
Bob Holbrook Holdings LLC	Very High 68	68	1	1
Glenn Asset Management	Very High 67	67	1	1
Greythorne Advisors LLC	Very High 67	67	1	1
Selah Wealth Advisors	Very High 67	67	1	1
The Raffin Group LLC	Very High 67	67	1	1
Steven Ayers & Company	Very High 67	67	1	1
R. Seeger Wealth Management, Ltd	High 66	66	1	1
KJ Capital Management LLC	High 66	66	1	2
Metis Asset Management Advisory, LLC	High 66	66	1	1
Kay Investments, Inc.	High 66	66	1	1
Thames Asset Management, Inc	High 65	65	1	1
Watchstone Wealth Management LLC	High 65	65	1	1
Aries Investment Advisors, LLC	High 65	65	1	1
Brazen Capital, LLC	High 65	65	1	1
Marathon Wealth Management, Inc.	High 65	65	1	2
Constellation Asset Management, Inc.	High 64	64	1	1
Weisberg Financial Services	High 64	64	1	1
MACE Capital Management, LLC	High 64	64	1	1
Durkin Investment Group, LLC.	High 64	64	1	1
Katam Hill LLC	High 64	64	1	1
Eagle Grove Advisors LLC	High 64	64	1	1
AFL Advisory Group LLC	High 64	64	1	1
Silver Anchor Financial, LLC	High 63	63	1	1
Exhale Wealth	High 63	63	1	2
Nottinghill Capital Management Inc.	High 63	63	1	1
East End Wealth Management	High 62	62	1	1
Highball Advisors	High 62	62	1	2
CST Financial Advisory LLC	High 61	61	1	1
Sebetic Advisors, LLC	High 61	61	1	1
The Eastrade Asset Management Corporation	High 61	61	1	1
Kronos Wealth Management	High 60	60	1	1
TPK Advisors LLC	High 60	60	1	1
Heintz Wealth Management, LLC	High 60	60	1	2
Sirmium Capital, LLC	High 60	60	1	1
Julius Wealth Advisors, LLC	High 60	60	1	1
Yoshida Wealth Management, Inc.	High 60	60	1	1
Polero Ice Advisers	High 59	59	1	1
Fama Fiduciary Wealth LLC	High 59	59	1	1
Myra Wealth	High 59	59	1	1
Financial Planning Associates, LLC	High 59	59	1	1
ARM Financial LLC	High 59	59	1	1
Vetter Planning	High 59	59	1	1
Wealth Strategies & Solutions, Ltd.	High 59	59	1	1
Davis Capital Advisors, LLC	High 58	58	1	2
Luskin Financial Planning	High 58	58	1	1
Peck Wealth Management, LLC	High 58	58	1	2
Registered Investment Advisors, LLC	High 58	58	1	1
Constantine Barry Asset Management (CBAM)	High 57	57	1	2
Walker Capital Advisors	High 57	57	1	1
Abaya Wealth Management LLC	High 57	57	1	1
Sarsi, LLC	High 57	57	1	1
Capable Wealth, LLC	High 57	57	1	1
Method Finance, LLC	High 56	56	1	1
Mountain View Wealth Management LLC	High 56	56	1	1
Loretta Nolan Associates, LLC	High 56	56	1	1
Hudson Oak Wealth Advisory LLC	High 56	56	1	1
Adair Financial Private Client Group	High 56	56	1	2
Twin Tiers Consulting, LLC	High 55	55	1	1
Prolific Solutions	High 55	55	1	2
Cambridge Advisors, LLC	High 55	55	1	1
Howard-Martin Capital Group, LLC	High 55	55	1	1
Spring Delta Asset Management, LLC	High 55	55	1	1
Highland Wealth Advisory LLC	High 55	55	1	1
Flow Financial Planning, L.L.C.	High 55	55	1	2
Downtown Investment Advisory	High 54	54	1	1
Bill Losey Retirement Solutions, LLC	High 54	54	1	1
Traver Financial Consulting Network PA	High 54	54	1	2
GVS Financial Group, Inc.	High 54	54	1	1
Frontsight Wealth Advisors, LLC	High 54	54	1	1
Choice Asset Management LLC	High 54	54	1	2
Riverside Capital Wealth LLC	High 54	54	1	1
Integritt Wealth Management, LLC	High 54	54	1	2
Lakewealth Capital, LLC.	High 54	54	1	1
Hammer Asset Management, LLC	High 53	53	1	2
Pragmatic Advisors, LLC	High 53	53	1	2
Karagosian Financial Services, Inc	High 52	52	1	1
New Amsterdam Wealth Planning	High 52	52	1	1
Millenia Financial Partners, LLC	High 52	52	1	1
Fiduciary Management Group, LLC	High 52	52	1	2
Halyard Financial, LLC	High 52	52	1	1
Abe Capital Management, LLC	High 52	52	1	1
Summer Creek Wealth Management, LLC	High 51	51	1	1
Gerhardt Clemans Wealth Management, Inc.	High 51	51	1	1
Lehmann, Livian, Fridson Advisors, LLC	High 51	51	1	2
Fair Weather Strategies LLC	High 51	51	1	1
Larrea Wealth Management	High 51	51	1	1
P-Squared Capital Management	High 50	50	1	1
JBGLOBAL.COM LLC	High 50	50	1	1
Gallatin & Company, LLC	High 50	50	1	1
Landau Advisory LLC	High 50	50	1	1
Peak Wealth Management	High 50	50	1	1
Huguenot Financial Planning	High 50	50	1	1
Wealthlet	High 50	50	1	1
Blacksmith Advisors LLC	High 50	50	1	1
Earn Into Wealth Strategies	High 49	49	1	2
Saratoga Investment Solutions Inc.	High 49	49	1	1
Parlin Advisors LLC	High 49	49	1	1
Primetime Wealth Management	High 49	49	1	1
Khelp Financial LLC	High 49	49	1	2
The Valente Group LLC	High 49	49	1	1
Mountain Creek Capital, LLC	High 49	49	1	1
Pope Wealth Planning, LLC	High 49	49	1	1
Blair Hall Advisors, LLC	High 48	48	1	2
Forever Financial Advisors, LLC	High 48	48	1	1
WealthUnite Advisors, LLC	High 48	48	1	1
Olson, Cross & Alamo Advisors LLC	High 48	48	1	1
Crystal Brook Advisors	High 48	48	1	1
JTM Wealth Management, Inc.	High 48	48	1	1
Abramson Financial Planning, LLC	High 48	48	1	1
S Conway Consulting, LLC	High 47	47	1	1
Ultimate Retirement Products, Inc.	High 47	47	1	1
Piano Wealth Management	High 47	47	1	1
Dowd Financial Planning	High 47	47	1	1
Core Capital Management, LLC	High 47	47	1	1
West Pine 43 LLC	High 47	47	1	1
Center Stage Planning LLC	High 47	47	1	1
Roche Financial Partners LLC	High 46	46	1	1
Colsara National Wealth Management LLC	High 46	46	1	1
M.A. Whelan Financial Planning	High 46	46	1	1
DDO Advisory Services, LLC	High 45	45	1	1
Chisholm Financial Planning & Investments	High 45	45	1	1
HF Advisory Services, LLC	High 45	45	1	1
Pledge Capital LLC	High 45	45	1	1
Sauberan & Company, LLC	High 45	45	1	1
Martone Capital Management, Inc.	High 45	45	1	1
Chilmark Wealth Management LLC	High 45	45	1	1
The Profolio Group, LLC	High 45	45	1	1
Yaish Financial	High 45	45	1	1
Markiz Wealth Management	High 45	45	1	2
Grant Asset Management, LLC	High 45	45	1	1
Four Corners Financial	High 45	45	1	1
Infinity Financial Strategies, LLC	High 44	44	1	1
Heritage Grove Wealth Management, LLC	High 44	44	1	1
Fiduciary First Advising, LLC	High 44	44	1	1
Mission Park Capital, LLC	High 44	44	1	1
Benkei Asset Management	High 43	43	1	1
JKM Wealth Management Inc	High 43	43	1	2
Magellan Financial Solutions LLC	High 43	43	1	1
O'Brien Capital Management, Inc.	High 43	43	1	1
Goodwin Asset Management Inc.	High 43	43	1	1
Lifelong Wealth Strategies, LLC	High 43	43	1	1
Double Eagle Partners, LLC	High 43	43	1	1
Cypress Praxis, LLC	High 43	43	1	1
Wealth with Wisdom Advisors, Inc.	High 42	42	1	1
Lamb Retirement Solutions LLC	High 42	42	1	1
TLP Financial Services, Inc.	High 42	42	1	2
O'Haver Wealth Management, LLC	High 42	42	1	1
McNeill Capital, LLC	High 42	42	1	1
Future Perfect Planning, LLC	High 42	42	1	1
SAR Services, Inc.	High 42	42	1	1
LN Capital Management LLC	High 41	41	1	1
Financial Planning Analysts, LLC	High 41	41	1	1
Rockhouse Capital, LLC	High 41	41	1	1
LVS Advisory LLC	High 41	41	1	2
Northmont Wealth Management LLC	High 41	41	1	1
Buff Your Finances	High 41	41	1	1
Tucker Wealth Advisory	High 40	40	1	1
Bryant Group Advisors	High 40	40	1	1
Windfall Advisors, LLC	High 40	40	1	2
Wilson Advisors, LLC	High 40	40	1	1
Sterling Range Financial Management, LLC	High 40	40	1	1
Monterey Associates Financial Planning & Education	High 40	40	1	1
Jadim Wealth Management, LLC	High 40	40	1	1
Kai Advisors	High 40	40	1	1
Bell Rock Asset Management LLC	High 39	39	1	1
MJM Investment Advisors, Inc.	High 39	39	1	1
Calidris Financial, LLC	High 39	39	1	1
Gordon Oak Financial, LLC	High 39	39	1	1
Fenwick Investments, LLC	High 39	39	1	1
Hudson Capital Management Inc.	High 39	39	1	1
Stewardship Financial Planning	High 39	39	1	1
EUDAIMONIA Wealth	High 39	39	1	1
Eagle's Crest Advisors, LLC	High 38	38	1	1
Memento Financial Planning	High 38	38	1	1
Rora Wealth, Inc.	High 38	38	1	1
Row Management Inc.	High 38	38	1	1
Spano Advisory Services Inc.	High 38	38	1	1
Guide Wealth Management	High 37	37	1	2
Five Factor Capital Advisors	High 37	37	1	1
Unlimited Timing Service Inc	High 37	37	1	1
Palm Capital Group LLC	High 37	37	1	1
Mark E. Reich, CPA, CFP	High 37	37	1	1
MyFinancialPro, LLC	High 37	37	1	1
Roventini Financial Services, Inc	High 37	37	1	1
YGC Wealth	High 37	37	1	1
Meehan, Bernard	High 36	36	1	1
Acacia Grove Wealth Management	High 36	36	1	1
Paulo Financial Advisors, LLC	High 36	36	1	1
Mohawk Capital Advisors, LLC	High 36	36	1	1
Norman Kramer Investments, Inc.	High 36	36	1	1
Northstar Financial Advisors LLC	Typical 35	35	1	1
NextGen Wealth Counselors Limited Liability Company	Typical 35	35	1	1
Calculated Financial Solutions, LLC	Typical 35	35	1	1
Sibir Investment Advisors	Typical 35	35	1	1
Divine Asset Management LLC	Typical 35	35	1	1
Triple Play Planning, LLC	Typical 35	35	1	1
Leslie Gale Advisors, LLC	Typical 35	35	1	1
Kaylin Dillon Financial Planning	Typical 34	34	1	1
Arrival Capital Management LLC	Typical 34	34	1	1
Wander Financial Services, LLC	Typical 34	34	1	2
Financial Advisory Network	Typical 34	34	1	1
Kaspian Wealth Management	Typical 34	34	1	1
Carey, Patrick Joseph	Typical 34	34	1	1
Maidstone Wealth Management, LLC	Typical 33	33	1	1
Powder Ridge Capital LP	Typical 33	33	1	1
Nexus Capital, LLC	Typical 33	33	1	2
Salzman Financial Management LLC	Typical 33	33	1	1
Luminary Financial Advisors, LLC	Typical 33	33	1	1
Sloan Advisory Group, Inc.	Typical 32	32	1	1
Dorchester Advisors LLC	Typical 32	32	1	1
Mayflower Capital	Typical 32	32	1	1
Hudson Delaware Planning LLC	Typical 32	32	1	1
Zero Gravity Financial, LLC	Typical 32	32	1	1
Atherean Asset Management LLC	Typical 32	32	1	1
147th Group LLC	Typical 32	32	1	1
Kaysi Gordon Financial Planning	Typical 32	32	1	1
School of Personal Finance	Typical 32	32	1	1
Janian Investment Advisers, LLC	Typical 32	32	1	1
Coastal Wealth Management	Typical 32	32	1	1
Prentice Investment Management, LLC	Typical 32	32	1	1
Next Pronto Capital Advisors	Typical 31	31	1	1
Catalyst Wealth Advisors LLC	Typical 31	31	1	2
About Time Financial Planning	Typical 31	31	1	1
Flying Point Asset Management LLC	Typical 31	31	1	1
Fleurus Investment Advisory, LLC	Typical 31	31	1	1
Sterling Financial Planning	Typical 31	31	1	1
Awoye Capital, LLC	Typical 31	31	1	1
Amadeus Wealth Alternatives, Inc.	Typical 31	31	1	1
Arbus Capital Management, LLC	Typical 30	30	1	2
Ashbay Capital, LLC	Typical 30	30	1	1
Comprehensive Wealth Management Group, LLC	Typical 30	30	1	1
Carrington Financial Planning, LLC	Typical 30	30	1	1
Genesis Capital Group LLC	Typical 30	30	1	1
Aspen Financial, Inc.	Typical 30	30	1	1
Derryrush Wealth	Typical 30	30	1	1
Wealth Compounders LLC	Typical 30	30	1	1
Kraemer Capital Management LLC	Typical 30	30	1	1
1230 Advisors, LLC	Typical 30	30	1	1
Allegory Advisory	Typical 30	30	1	1
Griffin Financial Services	Typical 29	29	1	1
Cove Capital Management Inc.	Typical 29	29	1	1
Canny Capital Management, LLC	Typical 29	29	1	1
Long Cast Advisers, LLC	Typical 29	29	1	1
Ivory Wealth Management Inc.	Typical 29	29	1	1
Lava Wealth Management, LLC	Typical 29	29	1	1
Green Musa Capital, LLC	Typical 29	29	1	1
Coplanning Financial LLC	Typical 28	28	1	1
Granite State Capital Management, LLC	Typical 28	28	1	1
Cjs Securities Ia, Inc.	Typical 28	28	1	1
Two Three Five	Typical 28	28	1	1
Yields For You, LLC	Typical 28	28	1	2
Spring Street Wealth	Typical 28	28	1	1
Lords Wealth	Typical 28	28	1	1
Triathlon Partners LLC	Typical 28	28	1	1
Ballaster Financial	Typical 27	27	1	1
Kaizen Wealth Management, LLC	Typical 27	27	1	1
O'Hara Wealth Management Inc	Typical 27	27	1	1
Yorkville Capital Management LLC	Typical 27	27	1	1
Medora Value Equity, LLC	Typical 27	27	1	2
Zebra Crossing Asset Management LLC	Typical 27	27	1	1
DTM Advisory Group LLC	Typical 27	27	1	1
H. L. Lichstrahl & Company, LLC	Typical 27	27	1	1
Voltz Asset Management Inc.	Typical 27	27	1	1
Myrmidon Private Capital	Typical 27	27	1	1
Drystone LLC	Typical 27	27	1	1
L.F. Howard Associates Inc	Typical 27	27	1	1
Stonehurst Management, LLC	Typical 27	27	1	1
Fintegrity	Typical 27	27	1	2
Campos Financial	Typical 26	26	1	1
Flomartin Securities Corporation	Typical 26	26	1	1
Educated Financial Planning	Typical 26	26	1	1
JSSR Capital LLC	Typical 26	26	1	1
TS. Mitchell Financial, LLC.	Typical 26	26	1	1
TCS Financial Services, Inc.	Typical 26	26	1	1
RSD Advisors	Typical 26	26	1	1
Twelve Two Capital LLC	Typical 26	26	1	1
Main Street Wealth Management, LLC	Typical 26	26	1	1
Cambridge Wealth Management, LLC	Typical 26	26	1	1
Dr. Jeff Finance, LLC	Typical 25	0	1	1
Creative Wealth Builders, LLC	Typical 25	25	1	1
Merlin Asset Management	Typical 25	25	1	1
LDL Capital Management, LLC	Typical 25	25	1	1
K R Financial LLC	Typical 25	25	1	2
Iris Advisors	Typical 25	25	1	1
Fogel Neale Wealth Management, LLC	Typical 25	25	1	1
West Financial Planning	Typical 25	25	1	1
DLB Wealth Advisors LLC	Typical 25	25	1	1
Stone Ridge Advisors	Typical 25	25	1	1
Sound Trust Wealth Advisors, LLC	Typical 25	25	1	1
Samuel & Associates Investment Management LP	Typical 25	25	1	1
SHFP, LLC	Typical 25	25	1	1
Lime Rock Investment Management Company, Inc.	Typical 25	25	1	1
LCV Advisors LLC	Typical 24	24	1	1
Lange Asset Management, Inc.	Typical 24	24	1	1
Frank Finances LLC	Typical 24	24	1	1
Sabadoodle	Typical 24	24	1	1
LI Wealth Management Inc	Typical 24	24	1	1
Yearwood Young Advisors	Typical 24	24	1	2
JM Advisors, LLC	Typical 23	23	1	1
J. B. Bryan Financial Group, Inc.	Typical 23	23	1	1
Mavericus Retirement Services LLC	Typical 23	23	1	1
EG Capital Management LLC	Typical 23	23	1	1
High Grade Investment Solutions, LLC	Typical 23	23	1	1
IHS Wealth Management LLC	Typical 23	23	1	1
War Streets Capital, LLC	Typical 23	23	1	1
Presidio Advisors, LLC	Typical 23	23	1	1
Port Capital Management	Typical 23	23	1	1
Sutton Place Capital Management LLC	Typical 22	22	1	1
Pyramid Peak Capital, LLC	Typical 22	22	1	1
DIWY Financial Planning	Typical 22	22	1	1
Developing Financial	Typical 22	22	1	1
Franklin Madison Private Wealth	Typical 22	22	1	1
Jedi Management, Inc.	Typical 22	22	1	1
Executive Business Financial Planning	Typical 22	22	1	1
True Abundance Advisors	Typical 21	21	1	1
Marcellus Capital Management, LLC	Typical 21	21	1	1
Eureka Wealth Solutions	Typical 21	21	1	2
Wisdom Capital Asset Management, LLC	Typical 21	21	1	2
Highland Wealth Advisors, LLC	Typical 21	21	1	1
EWM Advisory	Typical 21	21	1	1
Centerfin Capital	Typical 21	21	1	2
Kasanda Capital	Typical 21	21	1	1
Seminars for the Advancement of Financial Education	Typical 21	21	1	1
Off-Trail Works LLC	Typical 21	21	1	1
Cuthbert Capital Management LLC	Typical 21	21	1	1
RKR Capital Group LLC	Typical 21	21	1	1
Fresh Bread Investments, LLC	Typical 21	21	1	1
Reverie Wealth	Low 20	20	1	1
Treussard Capital Management	Low 20	20	1	1
Mia Lee Financial	Low 20	20	1	1
Weston Wealth Advisors, LLC	Low 20	20	1	1
Seahorse Financial Advisers Inc.	Low 20	20	1	1
Life Planning Agency, Inc	Low 20	20	1	1
Adriatic Wealth Management LLC	Low 20	20	1	1
Farview Management, LLC	Low 20	20	1	1
Ketwich Capital LLC	Low 20	20	1	1
Altanes Investments, LLC	Low 20	20	1	1
DJ Wealth Systems, LLC	Low 20	20	1	1
Alpha	Low 20	20	1	2
Good Harvest Financial Group, Inc.	Low 20	20	1	1
Michael Pappas Advisor LLC	Low 20	20	1	1
Teradime Financial LLC	Low 20	20	1	1
Financial Freedom Management LLC	Low 20	20	1	2
Washington Peak Investment Advisors LLC	Low 19	19	1	1
Brandon Hill Wealth Management, LLC	Low 19	19	1	1
Mittleman Value Partners LLC	Low 19	19	1	1
HEDGEWISE	Low 19	19	1	1
Followthru Planning Associates LLC	Low 19	19	1	1
Kisco Capital, LLC	Low 19	19	1	1
Wharton Wealth Planning, LLC	Low 19	19	1	1
Russell J. D'Alba	Low 19	19	1	1
Stardust Wealth Strategies	Low 19	19	1	1
First Step Wealth Planning	Low 19	19	1	1
RSA Capital	Low 19	19	1	2
Roscoe Capital Management, LLC	Low 19	19	1	1
Aces Advisors	Low 19	19	1	1
Darby Wealth Planning LLC	Low 19	19	1	1
Lighthouse Wealth Management, LLC	Low 19	19	1	1
Derastone	Low 19	19	1	1
Honey Badger Advisors LLC	Low 19	19	1	1
IWM Advisors, LLC	Low 18	18	1	1
Broad Wealth Management, Inc.	Low 18	18	1	1
Davenport PBH LLC	Low 18	18	1	2
ST GOLIA Planning, LLC	Low 18	18	1	1
Compo Advisors, LLC	Low 18	18	1	1
ACM Macro LLC	Low 18	18	1	1
Brian Thompson Financial	Low 18	18	1	1
Sire Line Capital Management LLC	Low 18	18	1	1
Sanity Capital Management LLC	Low 18	18	1	1
Balfour Capital Management	Low 18	18	1	1
Sabbia Faro Wealth Management LLC	Low 18	18	1	1
Focus Asset Management LLC	Low 18	18	1	1
Lailaps Capital, L.L.C.	Low 18	18	1	1
Northquant Capital Management, LLC	Low 17	17	1	1
Garrison Phillips, LLC	Low 17	17	1	1
JWK Financial	Low 17	17	1	1
First Shelbourne	Low 17	17	1	1
Delta & Gamma Capital Management LLC	Low 17	17	1	1
Client First Advisors, LLC	Low 17	17	1	1
Veltra Capital	Low 17	17	1	1
Shareks Stock Portfolios	Low 17	17	1	1
RAS Capital Services, Inc.	Low 17	17	1	1
LT Advisors LLC	Low 17	17	1	1
LAMBENT Asset Management, LLC	Low 17	17	1	1
Sustainable Financial Planning	Low 17	17	1	1
SM Carlton Advisory	Low 17	17	1	1
Broadpark Advisors, LLC	Low 17	17	1	1
Fischer Advisors LLC	Low 17	17	1	1
S. Williams Capital, LLC	Low 17	17	1	1
Mott Capital Management LLC	Low 17	17	1	1
Dumont Wealth	Low 17	17	1	1
Pavilion Financial Planning	Low 17	17	1	1
Sherwood Financial Management	Low 17	17	1	1
Stantum, LLC	Low 16	16	1	1
Beta Management LLC	Low 16	16	1	1
MRC Group LLC	Low 16	16	1	1
Mercury Financial Advisors	Low 16	16	1	1
Appian Road LLC	Low 16	16	1	1
Fawley Wealth International	Low 16	16	1	1
GreenLife Advisors, LLC	Low 16	16	1	1
Aligning Wealth	Low 16	16	1	1
Janal Capital Management LLC	Low 15	15	1	1
Wimer Investment Management	Low 15	15	1	1
Clearview Financial Planning, Inc.	Low 15	15	1	1
Madison Asset Advisors, LLC	Low 15	15	1	1
Holbrook Management, LLC	Low 15	15	1	1
SKP Wealth	Low 15	15	1	1
Rosci Lamb, LLC	Low 15	15	1	1
Bootpack Financial Partners, LLC	Low 15	15	1	1
Indieplan LLC	Low 15	15	1	1
Guard Hill Advisors LLC	Low 15	15	1	1
Moonbridge Financial Design, LLC	Low 15	15	1	1
Maci Family Office Advisors	Low 15	15	1	2
The Butler Group LLC	Low 15	15	1	1
SA Asset Management, Inc.	Low 15	15	1	2
Sabina Asset Management LLC	Low 15	15	1	1
Quo Vadis Capital, Inc.	Low 15	15	1	2
Marello Investment Advisors, Inc.	Low 15	15	1	1
Kailix Advisors LLC	Low 14	14	1	1
Pelican Bay Asset Management, Inc.	Low 14	14	1	1
Lions Financial Advisory	Low 14	14	1	1
Palisades Research Systems	Low 14	14	1	1
Cloverhill Capital Management	Low 14	14	1	1
Freemind Financial Advisory	Low 14	14	1	1
Prudent Investment Advisors, Inc.	Low 14	14	1	1
Beekman Financial Planning LLC	Low 14	14	1	1
Titanhub Capital Management LLC	Low 14	14	1	1
ADV Investment Management	Low 14	14	1	1
Ryefield Capital, LLC	Low 14	14	1	1
JPS Advisors LLC	Low 13	13	1	1
The Playbook Advizor	Low 13	13	1	1
Tuliptree Advisors	Low 13	13	1	1
Excelsior	Low 13	13	1	1
Angel Wealth Advisors	Low 13	13	1	1
Alphatheta Capital LLC	Low 13	13	1	1
Silver Advisors, LLC	Low 13	13	1	1
Onyx Wealth Management LLC	Low 13	13	1	1
Wealth in Yourself LLC	Low 13	13	1	1
Wank & Liptzin Advisory Services LLC	Low 13	13	1	2
Single A Capital, LLC	Low 13	13	1	1
Sylo Planning	Low 13	13	1	1
DBM Planning, LLC	Low 13	13	1	1
Engel Capital	Low 13	13	1	1
Ayla Capital	Low 13	13	1	1
McPherson Financial Advisors, Inc.	Low 13	13	1	1
Daceyholden Management, LLC	Low 13	13	1	1
Cove Street Capital, LLC	Low 13	13	1	2
Enterprise Value Capital Management, LLC	Low 13	13	1	1
Investry, LLC	Low 13	13	1	1
Velmark Capital Management LLC	Low 12	12	1	1
Navwell Advisors	Low 12	12	1	1
Grey Private Capital	Low 12	12	1	1
Haystack Financial Planning	Low 12	12	1	1
Aurelia Capital Advisors, Inc.	Low 12	12	1	1
Capital Solutions Advisors, LLC	Low 12	12	1	1
Truenorth Financial Planning	Low 12	12	1	1
Portfolio Allocators LLC	Low 12	12	1	1
Majority Asset Management, Inc.	Low 12	12	1	1
Fleisher, Martin	Low 12	12	1	1
Timothy C. Minneci	Low 12	12	1	1
Castleton Partners, LLC	Low 12	12	1	1
Prescott, Adams and Group Inc.	Low 12	12	1	1
PFS Planning LLC	Low 12	12	1	1
Harbor Wealth Management	Low 12	12	1	1
Alta Financial Group	Low 12	12	1	1
Manor Park Capital LLC	Low 12	12	1	1
OnlyFunds	Low 12	12	1	1
Mainwall Investment Management, LLC	Low 11	11	1	1
Blaine Capital, LLC	Low 11	11	1	1
E. Magnus Oppenheim & Co. Inc.	Low 11	11	1	1
Aviles Capital Management LLC	Low 11	11	1	1
Whiston Asset Management	Low 11	11	1	1
Gold Star Asset Management, LLC	Low 11	11	1	1
Stephen A. Dipisa Registered Investment Advisor	Low 11	11	1	1
CatsGame Capital LLC	Low 11	11	1	1
Swapnick, LLC	Low 10	10	1	1
System Research, LLC	Low 10	10	1	1
Edward S. Green & Associates, LLC	Low 10	10	1	1
Integral Financial Planners	Low 10	10	1	1
Shelterbelt Advisors	Low 10	10	1	1
Adviso Wealth	Low 10	10	1	1
Old Field Advisors LLC	Low 10	10	1	1
LeBron Financial Services, Inc.	Low 10	10	1	1
Customers' Yachts Advisers, Inc.	Low 10	10	1	1
Dee-Ann R. Fox, CFP	Low 10	10	1	1
Lone Wolf Trading LLC	Low 10	10	1	1
Fortrove Partners	Low 10	10	1	1
Fifth Avenue Wealth Advisors LLC	Low 10	10	1	1
O'Gorman Asset Management, Inc.	Low 10	10	1	1
Flores Wealth Planning, LLC	Very Low 9	9	1	1
Axia Asset Management, LLC	Very Low 9	9	1	1
Baffin Advisors LLC	Very Low 9	9	1	1
Cornell Capital Management	Very Low 9	9	1	1
James Capital Management LLC	Very Low 9	9	1	1
Strikeout Capital LLC	Very Low 9	9	1	1
NCT Advisors	Very Low 9	9	1	1
Wu Wealth Advisory, LLC	Very Low 9	9	1	1
Trane Capital, LLC	Very Low 9	9	1	1
Third Tier Wealth Management	Very Low 9	9	1	1
Lucre Advisory LLC	Very Low 9	9	1	1
Apsis Capital Management LLC	Very Low 9	9	1	1
Taher Financial Planning	Very Low 9	9	1	1
Precession Capital Management, LLC	Very Low 9	9	1	1
The SEB Group, Inc.	Very Low 9	9	1	1
LK Financial Planning LLC	Very Low 9	9	1	1
Ravello Partners LLC	Very Low 8	8	1	1
Aristo Advisors LLC	Very Low 8	8	1	1
Kostrzewski, Mark Benedict	Very Low 8	8	1	1
Carissima Capital LLC	Very Low 8	8	1	1
Saunix Investment Management, LLC	Very Low 8	8	1	1
Blumberg B+V Advisors, LLC	Very Low 8	8	1	1
BPBI LLC	Very Low 8	8	1	2
Financial Boss	Very Low 8	8	1	1
Oakley Financial LLC	Very Low 8	8	1	1
Keenan Private Wealth Management	Very Low 8	8	1	2
EMRO Asset Management, LLC	Very Low 8	8	1	1
Efficient Capital Strategies, LLC	Very Low 8	8	1	1
Ascent Systematic Advisors LLC	Very Low 8	8	1	1
White Crest Capital	Very Low 8	8	1	1
Virgil Wealth Advisory	Very Low 8	8	1	1
Calado Capital	Very Low 8	8	1	1
Gemstone Wealth Management	Very Low 8	8	1	1
Olson Tax & Financial Planning	Very Low 8	8	1	1
Watch Hill Advisors, LLC	Very Low 8	8	1	1
Ascent Capital Management, Inc.	Very Low 8	8	1	2
Earndex, LLC	Very Low 8	8	1	1
Arcanum Capital Management LLC	Very Low 7	7	1	1
Conservative Equity Investment Advisors	Very Low 7	7	1	1
Rc Financial, Inc.	Very Low 7	7	1	1
Heritage Hill Adviser	Very Low 7	7	1	1
Zou Capital Management LLC	Very Low 7	7	1	1
10x10y LLC	Very Low 7	7	1	1
Nevis Equity Advisors LLC	Very Low 7	7	1	1
Hilty Wealth Management LLC	Very Low 7	7	1	1
Atwima Wealth Management LLC	Very Low 7	7	1	1
MEJ Wealth Advisors LLC	Very Low 7	7	1	1
Contessa Capital	Very Low 7	7	1	1
Westmore Asset Management	Very Low 7	7	1	1
Leh Advisors LLC	Very Low 7	0	1	1
MBB Advisory LLC	Very Low 7	7	1	1
Beechnut Capital Management LLC	Very Low 6	6	1	1
Courseview Capital LLC	Very Low 6	6	1	1
Foresight Advisors	Very Low 6	6	1	1
FINANCIAL FILOSOPHY	Very Low 6	6	1	1
Global Special Situations Research Co. Inc.	Very Low 6	6	1	1
Spaulding Greene Wealth Management, LLC	Very Low 6	6	1	2
Milestone Consultants, Inc.	Very Low 6	6	1	1
Expected Value Management LLC	Very Low 6	6	1	1
Maxine Weiner, CFP(R)	Very Low 6	6	1	1
Prosus Wealth Management	Very Low 6	6	1	1
Global Hill Wealth Advisors LLC	Very Low 6	6	1	1
Free Time Financial LLC	Very Low 6	6	1	1
Fresh Lake Wealth Management LLC	Very Low 6	6	1	1
Alphyn Capital Management LLC	Very Low 6	6	1	1
J.R.Pluta Capital Management, Inc.	Very Low 6	6	1	1
Shift Fynancial	Very Low 6	6	1	1
Ludus Capital, LLC	Very Low 6	6	1	1
Wind & Rose, LLC	Very Low 6	6	1	1
American European Asset Management LLC	Very Low 6	6	1	1
Integrated Wealth Management Solutions, LLC	Very Low 5	5	1	1
Highroad Wealth Advisers, LLC	Very Low 5	5	1	1
Financial SpyglassÂ®	Very Low 5	5	1	1
Lanmar Capital Management	Very Low 5	5	1	1
Munakata Associates LLC	Very Low 5	5	1	1
Your Money Matters Wealth Management, LLC	Very Low 5	5	1	2
Trieste Capital LLC	Very Low 5	5	1	1
Round Oak Capital LLC	Very Low 5	5	1	1
Flanagan Financial Management	Very Low 5	5	1	1
Oceanus Research LLC	Very Low 5	5	1	1
Fountaindale, LLC	Very Low 5	0	1	2
Coordinated Planning Group, Inc.	Very Low 5	5	1	2
Jet Stream Wealth Management	Very Low 4	4	1	1
Saber Asset Management	Very Low 4	4	1	1
Hive Retirement Planning	Very Low 4	4	1	1
Upside Lab Advisors Inc.	Very Low 4	4	1	1
Multigenerational.Black Inc.	Very Low 4	4	1	1
Revelations Asset Management LLC	Very Low 4	4	1	1
Family Wealth Counselors, LLC.	Very Low 4	4	1	1
Salem Asset Management	Very Low 4	4	1	1
Moor Funds	Very Low 4	4	1	2
Orion-Archstone Asset Management Inc.	Very Low 4	4	1	1
TwentyThree Advisory	Very Low 4	4	1	1
Map to Your Wealth LLC	Very Low 4	4	1	1
Differential Capital LLC	Very Low 4	4	1	1
Forza Wealth Advisory Services LLC	Very Low 4	4	1	1
Bmr Global Wealth Management Group, Inc.	Very Low 4	4	1	1
ZIHUITRADING LLC	Very Low 4	4	1	1
Madison Money Management, Inc.	Very Low 4	4	1	1
Spectrum AC Advisors, LLC	Very Low 4	4	1	1
Aboveboard Wealth Management, LLC	Very Low 4	4	1	1
Gates Wealth Group	Very Low 4	4	1	1
Birn Financial Inc	Very Low 4	4	1	1
US Wealth Management Advisors, LLC	Very Low 3	3	1	1
StackWealth LLC	Very Low 3	3	1	1
Better Wealth Advisory LLC	Very Low 3	3	1	1
RA Advisory LLC	Very Low 3	3	1	1
GLR Investment Advisory LLC	Very Low 3	3	1	2
Trendhaven Investment Management, LLC	Very Low 3	3	1	1
Mountain Ash Capital LLC	Very Low 3	3	1	1
Sharply AI	Very Low 3	3	1	1
Atlas Meridian Capital LLC	Very Low 3	3	1	1
Briarcliff Manor Wealth Advisors	Very Low 3	3	1	1
Bantam Inc.	Very Low 3	3	1	1
Nonesuch Advisors	Very Low 3	3	1	1
Strive Asset Management, LLC	Very Low 3	3	1	1
Donovan, Dennis J	Very Low 3	3	1	1
PretiumCapital Management, Inc.	Very Low 3	3	1	1
Eighty Rods Advisors	Very Low 3	3	1	1
Stronghold Investment Management	Very Low 3	3	1	1
Venado Investment Advisors LLC	Very Low 3	3	1	2
John Nuckel LLC	Very Low 3	3	1	1
Guardant Wealth Advisors LLC	Very Low 2	2	1	1
TSN Management Inc.	Very Low 2	2	1	1
Wieder Financial Corp.	Very Low 2	2	1	1
FlexIncome Fund	Very Low 2	2	1	1
Rhizome Capital Management LLC	Very Low 2	2	1	1
Alpha Inertia Capital	Very Low 2	2	1	1
Sodium Advisors Inc.	Very Low 2	2	1	1
Financial Strategy Advisors, LLC	Very Low 2	2	1	1
WealthWise, LLC	Very Low 2	2	1	1
Royal Treasure Advisory LLC	Very Low 2	2	1	1
David's Planning Services, LLC	Very Low 2	2	1	1
Heartland Northeast LLC	Very Low 2	2	1	1
Mon Capital Management LLC	Very Low 2	2	1	2
Angel Light Capital	Very Low 2	2	1	1
FMD Wealth Advisors LLC	Very Low 1	1	1	1
Duracapital	Very Low 1	1	1	1
Amvoy Wealth	Very Low 1	1	1	1
Glenview Wealth LLC	Very Low 1	1	1	1
Dubois Capital Management LLC	Very Low 1	1	1	1
LTS Wealth Management	Very Low 1	1	1	1
Cloud Peak Advisors	Very Low 1	1	1	1
EIA Investments LLC	Very Low 1	1	1	1
ALR Capital Advisors, LLC	Very Low 1	1	1	1
Mark Andrew Paganelli	Very Low 1	1	1	1
Armadale Asset Management LLC	Very Low 1	1	1	1

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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