AUM per client for Enterprise firms serving clients in Tennessee

Enterprise firms active in Tennessee 68 firms

Very Low $100K-$230K

Low $230K-$380K

Typical $380K-$560K

High $560K-$880K

Very High $880K-$2.6M

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

Median: $540K

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Firm	AUM/client	AUM	Clients	HNW client %
Focus Partners Advisor Solutions, LLC	Very High $930K	$31B	32,796	26%
Transamerica Retirement Advisors, LLC	Very Low $82K	$17B	212,700	0%
AE Wealth Management, LLC	Typical $390K	$49B	127,213	7%
Valic Financial Advisors	Very Low $100K	$29B	292,989	1%
Private Advisor Group, LLC	Low $300K	$42B	139,740	16%
Janney Montgomery Scott	Typical $410K	$98B	239,764	42%
Empower Advisory Group	High $570K	$170B	293,347	7%
Brookstone Capital Management LLC	Low $230K	$13B	54,810	9%
Independent Financial partners	Very Low $230K	$12B	52,539	35%
Planmember Securities Corporation	Very Low $130K	$9.2B	69,441	1%
PNC Wealth Management	Very Low $180K	$29B	160,885	2%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
Commonwealth Financial Network	High $570K	$200B	355,973	12%
&PARTNERS	Typical $380K	$21B	53,863	22%
Schwab Wealth Advisory	—	—	168,774	0%
First Command Advisory Services	Very Low $210K	$24B	113,511	3%
D.A. DAVIDSON & Co.	Typical $550K	$38B	68,135	27%
Centaurus Financial, Inc.	Very Low $190K	$7.3B	37,955	1%
Cwm, Llc	Very High $880K	$46B	52,263	14%
wealth Enhancement Advisory Services, LLC	Very High $1.4M	$110B	80,986	34%
Prime Capital Financial	High $850K	$19B	22,129	25%
Steward Partners Investment Advisory, LLC	High $810K	$32B	39,386	62%
GWN Securities Inc.	Very Low $130K	$4.7B	37,763	6%
Osaic Advisory Services, LLC	Typical $510K	$15B	29,516	13%
Newedge Advisors	High $810K	$40B	48,809	27%
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	Typical $410K	$12B	30,039	16%
Kestra Advisory	High $620K	$71B	115,285	23%
Creative Planning	Very High $2.1M	$180B	87,051	45%
Capital Group Private Client Services, Inc.	Very High $4.1M	$32B	7,684	100%
Integrated Wealth Concepts LLC	High $720K	$18B	25,274	37%
Stratos Wealth Partners, Ltd	High $710K	$18B	24,844	17%
Benjamin F. Edwards & Company, Incorporated	Typical $550K	$18B	32,532	1%
Beacon Pointe Advisors, LLC	Very High $1.7M	$49B	29,565	39%
SPC	Very Low $190K	$5.9B	30,595	3%
Truist Advisory Services	High $560K	$71B	126,145	26%
Focus Partners Wealth, LLC	Very High $2.6M	$160B	61,002	49%
Hornor, Townsend & kent, LLC	Low $290K	$8.2B	27,999	2%
EP Wealth Advisors	Very High $2.1M	$42B	19,618	8%
Hightower Advisors	Very High $2.8M	$180B	62,807	46%
Savant Wealth Management	Very High $1.9M	$44B	22,683	29%
Mariner	Very High $2.1M	$120B	54,583	41%
Independent Financial Group, LLC	Typical $470K	$12B	25,896	9%
Eagle Strategies (NY Life)	Low $240K	$31B	132,722	20%
Ameritas Advisory Services, LLC	Typical $450K	$13B	29,363	3%
key Investment Services LLC	Low $250K	$8.8B	34,509	3%
Mai Capital Management, LLC	Very High $2.2M	$34B	15,740	31%
Mercer Global Advisors Inc.	Very High $2.2M	$78B	35,044	53%
FIFTH THIRD SECURITIES, Inc.	Very Low $230K	$11B	46,299	4%
ROCKEFELLER Capital Management	Very High $1.7M	$82B	47,801	32%
Sequoia Financial Group, L.L.C.	Very High $2.7M	$30B	11,064	41%
Sanctuary Advisors, LLC	Very High $1.6M	$31B	19,025	23%
Corient	Very High $6.1M	$160B	25,963	75%
Advice and Planning Services	Typical $520K	$38B	72,469	65%
Primerica Advisors	Very Low $230K	$19B	80,267	22%
LIDO	Very High $2.9M	$38B	13,043	75%
Transamerica Financial Advisors	Very Low $49K	$2.1B	42,497	3%
Cerity partners LLC	Very High $4.6M	$110B	24,945	58%
Principal Financial Services	Low $320K	$17B	51,650	5%
Oppenheimer	High $610K	$23B	37,047	3%
Integrity Alliance, LLC	Typical $450K	$4.8B	10,660	10%
T. Rowe Price Advisory Services, Inc.	Typical $440K	$5.9B	13,517	0%
OSAIC Institutions, INC.	Low $310K	$4.9B	15,798	0%
Bankers Life Advisory Services, Inc.	Very Low $170K	$2.5B	14,275	0%
Capital Analysts	Typical $540K	$8.4B	15,611	19%
Cresset Asset Management, LLC	Very High $15M	$70B	4,746	77%
VOYA Financial Advisors, Inc.	Low $240K	$3.9B	16,313	19%
ESI Financial Advisors	Very Low $220K	$2.6B	11,897	26%
TLG Advisors, INC.	Typical $430K	$2.2B	5,018	6%
IEQ Capital, LLC	Very High $25M	$57B	2,300	100%

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