AUM per client for Enterprise firms serving clients in North Dakota

Enterprise firms active in North Dakota 32 firms

Very Low $100K-$170K

Low $170K-$230K

Typical $230K-$310K

High $310K-$310K

Very High $310K-$810K

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

Median: $240K

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Firm	AUM/client	AUM	Clients	HNW client %
Lincoln Investment	Very Low $160K	$22B	138,132	3%
Valic Financial Advisors	Very Low $100K	$29B	292,989	1%
Janney Montgomery Scott	Very High $410K	$98B	239,764	42%
Empower Advisory Group	Very High $570K	$170B	293,347	7%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
Commonwealth Financial Network	Very High $570K	$200B	355,973	12%
&PARTNERS	Very High $380K	$21B	53,863	22%
First Command Advisory Services	Low $210K	$24B	113,511	3%
First Manhattan Co. LLC	Very High $5.6M	$34B	6,080	63%
D.A. DAVIDSON & Co.	Very High $550K	$38B	68,135	27%
Centaurus Financial, Inc.	Low $190K	$7.3B	37,955	1%
Citizens Securities, Inc.	Low $210K	$13B	60,162	0%
Cwm, Llc	Very High $880K	$46B	52,263	14%
Prime Capital Financial	Very High $850K	$19B	22,129	25%
Osaic Advisory Services, LLC	Very High $510K	$15B	29,516	13%
Newedge Advisors	Very High $810K	$40B	48,809	27%
Kestra Advisory	Very High $620K	$71B	115,285	23%
Creative Planning	Very High $2.1M	$180B	87,051	45%
SPC	Low $190K	$5.9B	30,595	3%
Mariner	Very High $2.1M	$120B	54,583	41%
Eagle Strategies (NY Life)	Typical $240K	$31B	132,722	20%
TD private Client Wealth LLC	Typical $270K	$6.9B	25,351	6%
Mai Capital Management, LLC	Very High $2.2M	$34B	15,740	31%
Sequoia Financial Group, L.L.C.	Very High $2.7M	$30B	11,064	41%
Advice and Planning Services	Very High $520K	$38B	72,469	65%
Primerica Advisors	Typical $230K	$19B	80,267	22%
Principal Financial Services	Very High $320K	$17B	51,650	5%
Integrity Alliance, LLC	Very High $450K	$4.8B	10,660	10%
HSBC SECURITIES (USA) Inc.	High $310K	$3.7B	12,045	15%
OSAIC Institutions, INC.	Very High $310K	$4.9B	15,798	0%
Bankers Life Advisory Services, Inc.	Low $170K	$2.5B	14,275	0%
TLG Advisors, INC.	Very High $430K	$2.2B	5,018	6%

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