AUM per client for Enterprise firms serving clients in West Virginia

Enterprise firms active in West Virginia 37 firms

Very Low $100K-$100K

Low $100K-$210K

Typical $210K-$230K

High $230K-$270K

Very High $270K-$1.4M

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

Median: $230K

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Firm	AUM/client	AUM	Clients	HNW client %
ESI Financial Advisors	Typical $220K	$2.6B	11,897	26%
VOYA Financial Advisors, Inc.	High $240K	$3.9B	16,313	19%
Bankers Life Advisory Services, Inc.	Low $170K	$2.5B	14,275	0%
HSBC SECURITIES (USA) Inc.	Very High $310K	$3.7B	12,045	15%
Oppenheimer	Very High $610K	$23B	37,047	3%
Transamerica Financial Advisors	Very Low $49K	$2.1B	42,497	3%
Primerica Advisors	High $230K	$19B	80,267	22%
Advice and Planning Services	Very High $520K	$38B	72,469	65%
ROCKEFELLER Capital Management	Very High $1.7M	$82B	47,801	32%
FIFTH THIRD SECURITIES, Inc.	Typical $230K	$11B	46,299	4%
Mai Capital Management, LLC	Very High $2.2M	$34B	15,740	31%
TD private Client Wealth LLC	Very High $270K	$6.9B	25,351	6%
Hantz financial Services, Inc.	Very High $420K	$9.9B	23,624	10%
Hornor, Townsend & kent, LLC	Very High $290K	$8.2B	27,999	2%
Focus Partners Wealth, LLC	Very High $2.6M	$160B	61,002	49%
Truist Advisory Services	Very High $560K	$71B	126,145	26%
J. W. Cole Advisors, Inc.	High $260K	$7.9B	30,867	4%
SPC	Low $190K	$5.9B	30,595	3%
Stratos Wealth Partners, Ltd	Very High $710K	$18B	24,844	17%
Creative Planning	Very High $2.1M	$180B	87,051	45%
Kestra Advisory	Very High $620K	$71B	115,285	23%
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	Very High $410K	$12B	30,039	16%
Osaic Advisory Services, LLC	Very High $510K	$15B	29,516	13%
Steward Partners Investment Advisory, LLC	Very High $810K	$32B	39,386	62%
wealth Enhancement Advisory Services, LLC	Very High $1.4M	$110B	80,986	34%
Cwm, Llc	Very High $880K	$46B	52,263	14%
Citizens Securities, Inc.	Typical $210K	$13B	60,162	0%
Centaurus Financial, Inc.	Low $190K	$7.3B	37,955	1%
Huntington Financial Advisors	Low $180K	$7.8B	42,153	2%
&PARTNERS	Very High $380K	$21B	53,863	22%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
PNC Wealth Management	Low $180K	$29B	160,885	2%
Brookstone Capital Management LLC	High $230K	$13B	54,810	9%
Empower Advisory Group	Very High $570K	$170B	293,347	7%
Janney Montgomery Scott	Very High $410K	$98B	239,764	42%
Valic Financial Advisors	Low $100K	$29B	292,989	1%
AE Wealth Management, LLC	Very High $390K	$49B	127,213	7%

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