Clients per advisor for Multi-team firms serving clients in Alabama

In Alabama, multi-team financial advisory firms tend to have a slightly higher client load per advisor compared to the national median. With 379 firms operating in the state, the median number of clients per advisor is 68, above the national median of 62. This suggests that Alabama firms may lean toward more scalable service models, potentially balancing personalized attention with broader client coverage. The wider range in client counts, extending up to 359 clients per advisor, indicates variability in how firms structure their teams and client relationships. Consumers should consider this diversity when evaluating the level of service and engagement they prefer.

Multi-team firms nationally 0 firms

Very Low - per advisor

Low -

Typical -

High -

Very High -

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

Median: 0

Firm	Client/advisor ratio	Clients	Advisors	Staff
Gradient Investments, LLC	Very High 984	26,560	27	40
Signature Investment Advisors, LLC	Very High 932	7,454	8	21
Ally invest Advisors	Very High 914	83,199	91	91
Chilton Investment Services, LLC	Very High 839	1,678	2	70
ACR Alpine Capital Research, LLC	Very High 773	6,960	9	35
Aptus Capital Advisors, LLC	Very High 705	12,693	18	40
Madison Investment Advisors, LLC	Very High 608	14,602	24	92
John Hancock Personal Financial Services, LLC	Very High 583	35,589	61	149
Vontobel Swiss Financial Advisers	Very High 581	2,325	4	105
Congress Asset Management Company, LLP	Very High 535	8,019	15	79
Concentric	Very High 514	5,142	10	26
Beck, Mack & Oliver LLC	Very High 504	1,512	3	24
Lincoln Investment	Very High 462	138,132	299	1,238
Howard Capital Management, Inc.	Very High 459	10,546	23	45
VestGen Advisors, LLC	Very High 430	22,790	53	165
Equity Investment Corp	Very High 409	6,550	16	27
EFS Advisors	Very High 394	21,660	55	59
Asset Preservation Advisors, LLC	Very High 392	2,747	7	28
Beacon Capital Management, Inc.	Very High 365	10,219	28	44
SpiderRock Advisors, LLC	Very High 358	4,300	12	61
Symmetry Partners	Very High 353	8,476	24	52
Advisors Capital Management, LLC	Very High 324	17,842	55	103
Missionsquare Retirement	Very High 279	40,526	145	553
The Ascent Group, LLC	Very High 278	4,177	15	44
TruWealth Advisors, LLC	Very High 274	4,655	17	34
Riverbridge	Very High 268	3,482	13	46
GLOBALT Investments	Very High 255	3,062	12	18
Gerber Kawasaki Wealth & Investment Management	Very High 255	9,425	37	59
Evanson Asset Management, LLC	Very High 247	986	4	6
Trajan Wealth, L.L.C.	Very High 236	10,633	45	140
Good Life Advisors, LLC	Very High 234	22,240	95	135
Midwestern Securities Trading Company, LLC	Very High 230	11,709	51	105
Advance Capital Management Inc	Very High 228	7,287	32	62
St. Germain Investment Management	Very High 223	6,461	29	42
Facet	Very High 215	13,331	62	168
Genter Capital Management	Very High 214	4,069	19	63
Karpus Investment Management	Very High 207	1,653	8	38
HBW Advisory Services LLC	Very High 203	13,779	68	72
Great Valley Advisor Group, LLC	Very High 201	36,836	183	325
IPI Wealth Management, Inc.	Very High 199	13,138	66	67
O'Shaughnessy Asset Management, LLC	Very High 195	10,734	55	103
The Fiduciary Alliance	Very High 194	8,744	45	76
Keystone Financial Group, LLC	Very High 194	6,602	34	49
Clinton Investment Management, LLC	Very High 190	2,095	11	14
Sound Income Strategies, LLC	Very High 190	24,734	130	134
Trillium Asset Management	Very High 173	1,731	10	53
Kornitzer Capital Management, Inc.	Very High 173	1,904	11	40
Provenance Wealth advisors	Very High 171	3,085	18	52
Wealthcare Capital Management LLC	Very High 171	5,638	33	54
Gilder Gagnon Howe & Co. LLC	Very High 169	5,404	32	84
Keating Financial Advisory Services	Very High 166	4,994	30	65
Bison Wealth, LLC	Very High 162	8,569	53	78
IHT Wealth Management LLC	Very High 158	25,096	159	179
1919 Investment Counsel, LLC	Very High 157	4,866	31	131
Madison Avenue Securities, LLC	Very High 155	14,084	91	125
Compound Planning, Inc.	Very High 153	11,480	75	119
NorthCoast Asset Management LLC	Very High 152	4,412	29	45
Retirement Planners of America	Very High 152	5,625	37	126
United Capital Financial Advisors	Very High 151	24,837	165	289
Advisory Alpha, LLC	Very High 147	8,799	60	66
Independent Advisor Alliance, llc	Very High 144	42,227	294	294
Advisor Resource Council	Very High 141	11,699	83	119
OneSeven	Very High 140	15,787	113	264
MCF Advisors, LLC	Very High 138	3,440	25	55
Certified Advisory Corp	Very High 138	2,476	18	39
Allegheny Financial Group	Very High 135	3,920	29	103
Cornerstone Wealth Management, LLC	Very High 134	12,454	93	103
Signal Advisors Wealth, LLC	Very High 134	4,816	36	37
Index Fund Advisors, Inc.	Very High 131	2,095	16	50
Mainstay Capital Management, LLC	Very High 130	3,381	26	34
Modern Wealth Management, LLC	Very High 129	11,524	89	253
Harbour Investments, Inc.	Very High 127	29,827	235	235
Beaumont Financial Partners	Very High 127	1,898	15	24
Orgel Wealth Management, LLC	Very High 126	3,786	30	79
Strategic Wealth Investment Group, LLC	Very High 122	3,900	32	88
Thrivent Advisor Network, LLC	Very High 120	14,611	122	122
Leavell Investment Management, Inc.	Very High 119	2,850	24	36
Octavia Wealth Advisors LLC	Very High 118	3,672	31	45
Flagship Harbor Advisors, LLC	Very High 117	7,280	62	62
Coppell Advisory Solutions LLC	Very High 116	8,848	76	87
Calamos Wealth Management LLC	Very High 116	4,072	35	51
Logan Capital Management, Inc.	Very High 116	1,859	16	34
Focus Financial	Very High 114	13,560	119	189
AdvisorNet Wealth Partners	Very High 113	3,499	31	131
Palisade Capital Management, LP	Very High 113	1,577	14	42
Geneos Wealth Management, Inc.	Very High 112	21,267	190	200
Confluence Financial Partners	Very High 112	4,698	42	70
Kingsview Wealth Management, LLC	High 111	12,143	109	285
PKS Advisory Services, LLC	High 111	4,874	44	45
Exencial Wealth Advisors	High 110	3,086	28	116
Verity Asset Management	High 109	5,803	53	77
Capital Investment Advisors, LLC	High 109	6,014	55	107
Consolidated Portfolio Review Corp	High 109	6,187	57	57
Csenge Advisory Group, LLC	High 108	7,147	66	74
Triad Wealth Partners, LLC	High 108	3,896	36	46
Verus Capital Partners, LLC	High 108	5,086	47	68
Trilogy Capital, Inc.	High 106	8,058	76	76
Colony Family Offices, LLC	High 105	631	6	16
Wealth Management	High 105	4,731	45	61
Foundations Investment Advisors LLC	High 105	29,615	282	353
Creativeone Wealth, LLC	High 104	22,064	212	222
Level Four Advisory Services	High 103	14,964	145	145
Principal Advised Services	High 103	23,164	225	383
Strategic Financial Concepts, llc	High 103	3,698	36	41
Summit Wealth Group	High 101	3,117	31	80
CreativeOne Securities, LLC	High 101	12,362	123	196
The Wealth Consulting Group	High 100	12,646	126	131
XML Financial Group	High 100	2,890	29	54
Western Wealth Management LLC	High 99	11,019	111	111
Mariner Advisor Network	High 99	16,100	163	174
Venture Visionary Partners LLC	High 99	2,660	27	46
ASSET ALLOCATION STRATEGIES, llc	High 97	4,363	45	45
Grimes & Company	High 96	3,660	38	69
Kingswood Wealth Advisors, LLC	High 96	11,259	117	117
APELLA Wealth	High 96	7,683	80	164
Kestra Private Wealth Services, LLC	High 96	19,977	209	211
Continuum Advisory, LLC	High 96	3,344	35	66
Smith, Moore & Co.	High 95	4,095	43	65
Alpha Cubed Investments, LLC	High 94	2,058	22	29
Red Door Wealth Management, LLC	High 93	929	10	19
SageSpring Wealth Partners	High 92	11,558	125	195
Salem Investment Counselors Inc	High 92	1,294	14	18
Ausdal Financial Partners, Inc.	High 92	16,436	178	306
G. A. Repple & Company	High 92	3,139	34	53
American Independent Securities Group, LLC	High 92	4,339	47	49
Linscomb Wealth, Inc.	High 91	1,640	18	46
Meridian Wealth Management, LLC	High 91	5,366	59	67
Integrated Advisors Network LLC	High 91	7,363	81	87
Impact Partnership Wealth, LLC	High 91	7,988	88	100
Capital Advisors, Inc.	High 91	3,262	36	69
intrua Financial	High 90	3,347	37	53
Golden State Wealth Management, LLC	High 90	4,119	46	46
Pure Financial Advisors, llc	High 89	7,503	84	204
Gladstone Wealth Partners	High 89	8,302	93	186
Williams Jones Wealth Management, LLC	High 89	1,517	17	52
Visionary Wealth Advisors, LLC	High 89	4,186	47	74
Diversify Wealth Management, LLC	High 89	4,719	53	95
Crawford Investment Counsel Inc	High 88	1,943	22	54
IFG Advisory, LLC	High 88	9,038	103	187
Ingalls & Snyder, LLC	High 87	4,245	49	92
Spire Wealth Management, LLC	High 87	6,151	71	145
RFG Advisory, LLC	High 87	14,368	166	311
Silver Oak Securities, Incorporated	High 85	8,631	101	103
LaSalle St. Investment Advisors, L.L.C.	High 85	13,711	161	161
Financial Security Advisory Inc	High 85	2,810	33	43
Stephens	High 85	21,168	249	611
Johnson Investment Counsel, Inc.	High 85	5,251	62	164
PFG Advisors	High 85	7,527	89	112
BLBB Advisors	High 84	1,520	18	32
Founders Financial Securities LLC	High 84	9,590	114	139
Corecap Advisors	High 84	9,671	115	116
RWA Wealth Partners	High 84	5,951	71	178
ZWJ Investment Counsel Inc	High 83	990	12	20
Gibbs Wealth Management, LLC	High 82	5,356	65	147
HighPoint Planning Partners	High 82	9,160	112	112
Berger Financial Group	High 82	3,755	46	89
Gateway Wealth Partners, LLC	High 81	7,312	90	90
Vivaldi Capital Management LP	High 81	2,425	30	68
OnePoint BFG Wealth Partners	High 81	8,458	105	205
Vicus Capital, Inc.	High 79	6,170	78	84
Merit Financial Advisors	High 79	20,040	254	470
Garden State Investment Advisory Services, LLC	High 78	2,492	32	32
Annex Wealth Management, LLC	High 77	6,710	87	151
Beacon Trust	High 76	2,830	37	51
Thoroughbred Financial Services, llc	High 76	2,520	33	33
The Patriot Financial Group, LLC	High 76	2,361	31	59
Larson Financial Group, LLC	High 76	4,937	65	131
Trek Financial	High 76	4,539	60	60
Cassaday & Company, Inc.	High 75	3,142	42	97
CW Advisors, LLC	High 75	6,426	86	152
Stratos Wealth Advisors LLC	High 75	4,928	66	170
Quotient Wealth Partners, LLC	High 75	2,163	29	60
CG Advisory Services	High 74	4,898	66	136
Strategic blueprint, LLC	Typical 74	3,338	45	57
Ritholtz Wealth Management	Typical 74	3,999	54	83
Prosperity Capital Advisors	Typical 74	7,469	101	244
First Advisors National, LLC	Typical 74	4,858	66	66
Bradley Foster & Sargent Inc	Typical 74	1,840	25	61
Legacy Wealth Management, LLC	Typical 73	3,269	45	45
Summit Financial, LLC	Typical 72	15,660	217	490
SEIA	Typical 72	9,520	132	241
Arax Advisory Partners	Typical 71	6,949	98	122
Prospera Financial Services, inc.	Typical 70	18,706	266	333
Moors & Cabot, Inc.	Typical 69	4,921	71	121
SteelPeak Wealth, LLC	Typical 69	2,278	33	84
Santander Securities LLC	Typical 69	10,832	157	449
Wealth Watch Advisors, INC	Typical 69	3,587	52	62
CliftonLarsonAllen Wealth Advisors, LLC	Typical 68	6,550	96	158
Arkadios Wealth Advisors	Typical 68	14,320	210	210
Dynamic	Typical 68	5,509	81	130
RedHawk Wealth Advisors, Inc.	Typical 68	3,118	46	55
Douglas C. Lane & Associates	Typical 68	1,084	16	37
Cyndeo Wealth Partners	Typical 68	1,219	18	28
Apollon Wealth Management, LLC	Typical 68	8,310	123	199
Regal Investment Advisors LLC	Typical 67	8,220	122	131
Soltis Investment Advisors, LLC	Typical 67	5,113	76	121
Creative Financial Designs, Inc.	Typical 67	10,477	156	170
Gradient Securities, LLC	Typical 67	4,546	68	68
First Heartland Consultants, Inc.	Typical 67	6,350	95	96
OneAscent Financial Services LLC	Typical 67	5,128	77	161
Synovus Securities, Inc.	Typical 66	11,964	180	280
Invst, LLC	Typical 66	2,193	33	65
Stifel Independent Advisors, LLC	Typical 66	7,762	117	198
LexAurum Advisors	Typical 66	2,189	33	50
Avior Wealth Management, LLC	Typical 66	4,775	72	170
Moneco Advisors	Typical 66	2,781	42	66
American Century Investments Private Client Group, Inc.	Typical 66	4,098	62	105
Wealthcare Advisory Partners LLC	Typical 66	10,696	163	243
Waverly Advisors, LLC	Typical 66	12,923	197	414
Sequent Planning, LLC	Typical 65	6,015	92	102
Bartlett & Co. Wealth Management LLC	Typical 65	2,133	33	84
Cumberland Advisors	Typical 64	1,091	17	36
Virtue Capital Management, LLC	Typical 64	5,740	90	105
Thurston Springer Advisors	Typical 63	5,600	89	93
AlphaStar Capital Management	Typical 62	8,466	136	150
Accurate Wealth Management, LLC	Typical 62	2,612	42	47
Royal Fund Management, LLC	Typical 61	4,940	81	93
CX Institutional, LLC	Typical 61	4,553	75	130
Capital Investment Advisory Services, LLC	Typical 61	6,172	102	102
Sowell Management	Typical 60	6,280	104	162
Bogart Wealth, LLC	Typical 60	1,442	24	50
Mutual Advisors, LLC	Typical 60	9,290	155	208
BIP Wealth, LLC	Typical 60	3,108	52	88
Henssler Financial	Typical 60	1,609	27	88
AlphaCore Capital LLC	Typical 59	3,328	56	111
Advocacy Wealth Management, LLC	Typical 59	1,658	28	36
Rehmann Wealth	Typical 59	2,186	37	39
Cary Street Partners	Typical 59	6,641	113	182
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	172	268
Nations Financial Group, Inc.	Typical 58	5,525	95	95
Archer Investment Corporation	Typical 58	4,290	74	80
Parallel Advisors, LLC	Typical 58	4,169	72	137
Perigon Wealth Management, LLC	Typical 58	5,421	94	159
WORLD EQUITY GROUP, Inc.	Typical 57	3,151	55	170
Cooper McManus	Typical 57	3,379	59	59
Elevation Point Wealth Partners, LLC	Typical 57	2,842	50	91
SYM Financial Advisors	Typical 56	1,801	32	84
Inspire Advisors, LLC	Typical 55	3,523	64	64
Concurrent Investment Advisors, LLC	Typical 55	13,268	243	243
Verdence Capital Advisors, LLC	Typical 54	1,798	33	52
ValMark Advisers, Inc.	Typical 54	14,624	270	280
Forum Financial Management, LP	Typical 54	5,622	104	143
Bridges Investment Management Inc	Typical 54	1,671	31	79
Brookwood Investment Group	Typical 54	3,500	65	65
The Burney Company	Typical 54	1,880	35	46
Krilogy	Typical 54	3,061	57	103
Farther	Typical 53	14,593	274	571
Evensky & Katz/Foldes Wealth Management	Typical 53	1,165	22	44
A.G.P. / Alliance Global Partners	Typical 53	6,635	126	320
HUB Investment Partners, LLC	Typical 52	5,446	104	172
CL Wealth Management LLC	Typical 52	2,165	42	42
Secure Asset Management, L.L.C.	Typical 51	2,877	56	56
Advisory Services Network	Typical 51	12,426	244	268
Main Street Financial Solutions, LLC	Typical 51	1,981	39	41
Snowden Capital Advisors LLC	Typical 51	5,878	116	154
Maia Wealth	Low 51	2,127	42	43
Modera Wealth Management, LLC	Low 51	5,918	117	238
The Welch Group, LLC	Low 51	1,416	28	28
Forvis Mazars Wealth Advisors, LLC	Low 50	4,183	83	123
Kovack Advisors, inc.	Low 50	12,906	258	320
Choreo, LLC	Low 50	6,794	137	232
BFC PLANNING, Inc.	Low 49	11,327	229	229
Simplicity wealth	Low 49	8,456	171	424
Nbc Securities, Inc.	Low 49	3,508	71	71
International Assets Investment Management, LLC	Low 49	5,871	119	124
Concorde Asset Management, LLC	Low 49	3,689	75	76
Jaffe Tilchin Investment Partners, LLC	Low 49	1,704	35	39
Alden investment Group	Low 49	1,457	30	43
Navy Federal Investment Services, LLC	Low 49	7,424	153	206
Northwest Asset Management	Low 48	2,758	57	62
U.S. Capital Wealth Advisors, LLC	Low 48	4,395	91	141
Chicago Partners Investment Group LLC	Low 48	2,741	57	73
Encompass More Asset Management LLC	Low 48	4,008	84	108
Freestone Capital Management, LLC	Low 48	2,906	61	120
Balefire, LLC	Low 47	1,757	37	38
Eversource Wealth Advisors, LLC	Low 47	3,255	69	76
Diversify Advisory Services, LLC	Low 47	5,200	111	206
Aprio Wealth Management, LLC	Low 47	1,592	34	55
Cantor Fitzgerald Investment Advisors	Low 47	1,217	26	35
Hamilton Capital	Low 47	2,744	59	90
SB Advisory, LLC	Low 46	1,574	34	34
CWA Asset Management Group	Low 46	1,875	41	67
Avantax Planning Partners, Inc.	Low 46	7,515	165	261
Belpointe Asset Management LLC	Low 45	7,321	161	236
On Investment Management CO	Low 45	9,317	207	207
Westminster Financial Advisory Corp	Low 45	1,935	43	43
Evergreen Capital Management LLC	Low 45	1,121	25	37
Wedbush Securities Inc.	Low 45	9,927	222	897
The Mather Group, LLC	Low 45	4,773	107	186
Fiduciary Financial Advisors	Low 44	2,164	49	50
First Foundation Advisors	Low 44	1,053	24	53
Financial & Tax Architects, LLC	Low 43	1,565	36	71
F L Putnam Investment Management Co.	Low 43	2,823	65	160
Avidian Wealth Solutions	Low 43	1,866	43	59
Earned Wealth Advisors, LLC	Low 43	1,461	34	35
WealthSpire Advisors	Low 43	8,631	201	368
Tocqueville Asset Management LP	Low 43	1,159	27	73
Financial Gravity Family Office Services, LLC	Low 43	1,716	40	45
Innovia Wealth, LLC	Low 43	727	17	31
Donaldson Capital Management LLC	Low 42	1,736	41	68
StoneX Advisors Inc.	Low 42	9,741	232	232
Hoxton Wealth	Low 42	1,378	33	74
Nfsg Corporation	Low 42	3,036	73	89
Greenspring Advisors, LLC	Low 41	1,697	41	68
Fortis Capital Advisors, LLC	Low 41	2,127	52	68
McAdam LLC	Low 41	5,538	136	174
SignatureFD, LLC	Low 40	1,891	47	130
Southeast Asset Advisors, LLC	Low 40	281	7	14
Vanderbilt Advisory Services	Low 40	6,199	156	161
Mariner Independent	Low 39	4,261	108	161
Calton & Associates, Inc.	Low 39	5,056	129	373
Arete Wealth Advisors, LLC	Low 38	5,289	138	138
FBL Wealth Management, LLC	Low 38	8,258	219	219
UMB Financial Services, Inc.	Low 37	2,110	57	57
Gibson Capital, LLC	Low 37	222	6	17
Savvy	Low 36	4,552	127	170
Portfolio Medics, LLC	Low 36	2,929	82	82
Halbert Hargrove	Low 36	1,457	41	52
Mason Investment Advisory Services Inc	Low 34	1,063	31	72
Wesbanco Securities, Inc.	Low 34	1,627	48	110
Capitol Securities Management, Inc.	Very Low 32	3,177	98	170
Arvest Wealth management	Very Low 32	6,689	207	238
OpenArc Corporate Advisory, LLC	Very Low 32	3,841	119	146
CGN Advisors, LLC	Very Low 32	1,281	40	53
Reynders, McVeigh Capital Management, LLC	Very Low 32	704	22	35
Schneider Downs Wealth Management Advisors, LP	Very Low 32	663	21	28
Keel Point, LLC	Very Low 31	1,475	47	76
Cape Investment Advisory, Inc.	Very Low 31	1,002	32	34
Aegis Capital Corp.	Very Low 31	3,030	97	260
Cain, Watters & Associates, LLC	Very Low 31	2,274	73	341
New Edge Wealth	Very Low 31	3,621	118	211
Curi Capital, LLC	Very Low 30	2,865	94	180
IAMS Wealth Management, LLC	Very Low 30	1,612	53	53
Americana Partners, LLC	Very Low 30	1,627	54	86
Citizens Private Wealth	Very Low 29	2,502	85	204
49 Financial	Very Low 29	3,771	129	167
Plante Moran financial advisors	Very Low 29	3,894	134	148
Prosperity - An EisnerAmper Company	Very Low 29	1,850	64	66
Acropolis Investment Management	Very Low 29	1,037	36	44
Range Advisory, LLC	Very Low 29	950	33	38
Valeo Financial Advisors, LLC	Very Low 29	3,021	105	178
NIcholas Hoffman & Company, LLC	Very Low 29	399	14	26
71 West Capital Partners	Very Low 29	171	6	10
Huntleigh Advisors, Inc.	Very Low 28	1,795	63	63
USAA Investment Services Company	Very Low 28	2,635	93	176
The Strategic Financial Alliance, Inc.	Very Low 27	1,457	53	56
Balentine	Very Low 27	439	16	61
Packerland Brokerage Services, Inc.	Very Low 27	4,845	177	318
United Brokerage Services, INC	Very Low 26	1,368	52	95
BOK Financial Securities, Inc.	Very Low 26	3,263	126	165
M Holdings Securities, INC.	Very Low 25	4,368	174	1,442
Andersen	Very Low 25	550	22	2,061
Hilltop Securities inc.	Very Low 25	3,335	134	134
Mutual of Omaha Investor Services, Inc.	Very Low 24	6,880	282	285
Bailard, Inc.	Very Low 24	1,008	42	80
integrity Advisory Solutions	Very Low 24	2,387	100	113
Fifth Third Wealth Advisors LLC	Very Low 24	1,426	60	83
Brighton Jones LLC	Very Low 24	3,585	152	316
Momentum Independent Network Inc.	Very Low 23	2,817	121	121
Siebert AdvisorNXT, LLC.	Very Low 23	973	42	43
Latitude Advisors, LLC	Very Low 23	1,525	67	67
Northern Trust Securities, Inc.	Very Low 21	2,024	95	385
First Citizens Asset Management, Inc	Very Low 21	1,246	60	60
Summit Trail Advisors, LLC	Very Low 21	639	31	94
Realta Investment Advisors, Inc	Very Low 20	1,213	61	61
Valley Wealth Managers, Inc.	Very Low 20	854	43	54
Prairie Capital Management Group, LLC	Very Low 20	431	22	47
Infinity Financial Services Advisory	Very Low 18	642	35	35
Legacy Advisors, LLC	Very Low 17	306	18	50
Frost Investment Services	Very Low 17	3,019	178	178
IP Financial Advisory Services LLC	Very Low 16	2,001	125	125
Hennion & Walsh Asset Management, Inc.	Very Low 15	1,087	73	75
SVB Wealth	Very Low 14	1,024	71	73
Jefferies Investment Advisers LLC	Very Low 14	1,649	118	119
Core Planning	Very Low 14	867	63	65
Lifemark Securities Corp.	Very Low 14	1,053	77	78
XYPN Invest	Very Low 13	621	49	55
Gradient Advisors, LLC	Very Low 13	2,149	171	173
MWA Financial Services Inc.	Very Low 11	1,981	182	721

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