AUM per client for Enterprise firms serving clients in South Dakota

Enterprise firms active in South Dakota 40 firms

Very Low $100K-$100K

Low $100K-$210K

Typical $210K-$230K

High $230K-$320K

Very High $320K-$2.1M

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

Median: $230K

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Firm	AUM/client	AUM	Clients	HNW client %
Transamerica Retirement Advisors, LLC	Very Low $82K	$17B	212,700	0%
AE Wealth Management, LLC	Very High $390K	$49B	127,213	7%
Valic Financial Advisors	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%
Brookstone Capital Management LLC	High $230K	$13B	54,810	9%
Planmember Securities Corporation	Low $130K	$9.2B	69,441	1%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
Commonwealth Financial Network	Very High $570K	$200B	355,973	12%
Schwab Wealth Advisory	—	—	168,774	0%
First Command Advisory Services	Typical $210K	$24B	113,511	3%
Centaurus Financial, Inc.	Low $190K	$7.3B	37,955	1%
Citizens Securities, Inc.	Typical $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%
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	Very High $410K	$12B	30,039	16%
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%
J. W. Cole Advisors, Inc.	High $260K	$7.9B	30,867	4%
Truist Advisory Services	Very High $560K	$71B	126,145	26%
Focus Partners Wealth, LLC	Very High $2.6M	$160B	61,002	49%
Hantz financial Services, Inc.	Very High $420K	$9.9B	23,624	10%
Hightower Advisors	Very High $2.8M	$180B	62,807	46%
Mariner	Very High $2.1M	$120B	54,583	41%
Eagle Strategies (NY Life)	High $240K	$31B	132,722	20%
Ameritas Advisory Services, LLC	Very High $450K	$13B	29,363	3%
TD private Client Wealth LLC	High $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%
Primerica Advisors	High $230K	$19B	80,267	22%
Cerity partners LLC	Very High $4.6M	$110B	24,945	58%
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%
Bankers Life Advisory Services, Inc.	Low $170K	$2.5B	14,275	0%
Cresset Asset Management, LLC	Very High $15M	$70B	4,746	77%
VOYA Financial Advisors, Inc.	High $240K	$3.9B	16,313	19%
Citigroup Global Markets	Very High $710K	$41B	58,096	40%

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