AUM per client for Independent firms serving clients in Alabama

Independent firms active in Alabama 76 firms

Very Low $19K-$180K

Low $180K-$280K

Typical $280K-$570K

High $570K-$980K

Very High $980K-$1.8M

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

Median: $410K

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Firm	AUM/client	AUM	Clients	HNW client %
Aston Sandel	—	$0	—	—
Legacy Capital Partners LLC	—	$2M	—	—
Next Level Accounting, LLC	—	—	—	—
Planalto Financial	—	—	—	—
Red Oak investment Solutions LLC	—	—	—	—
Still Waters Investment Strategies LLC	—	$2.3M	—	—
Vaughan Family Financial	—	—	—	—
Four10 Planning	—	—	3	0%
LifeFirst Wealth, LLC	Very High $1.4M	$4.3M	3	33%
Retirement Plans, LLC	Typical $570K	$1.7M	3	0%
Canterbury Investment Advisors LLC	Very High $3M	$12M	4	25%
Redesign Wealth Planning	Low $220K	$890K	4	0%
Crimson Wealth	Very High $1.8M	$9.1M	5	0%
Legacy Wealth Management Group, LLC	Typical $320K	$1.6M	5	0%
19:21 Investing	Very Low $120K	$810K	7	0%
Counterstrike Capital	Very High $1.2M	$8.6M	7	100%
Halcyon Professional Advisors	Very Low $0	$0	7	0%
Brol Capital Management, LLC	Very Low $170K	$1.3M	8	0%
Financial Journey LLC	Typical $560K	$4.5M	8	0%
Lamont Trading Advisors, Inc.	Typical $280K	$2.2M	8	13%
Brigham Jr., William H.	High $700K	$7M	10	0%
Capital Stewards, LLC	High $940K	$10M	11	45%
Insight Family Financial	Very Low $100K	$1.1M	11	0%
Plimsoll Financial Planning, LLC	High $840K	$11M	13	38%
Krowten Equities	Very High $1.8M	$26M	14	50%
Foresight Financial Advising LLC	Very Low $72K	$1.1M	15	0%
Advisor Financial Group	Very High $1.7M	$27M	16	56%
1st & 3rd Investments LLC	Very Low $76K	$1.4M	18	0%
KG Consulting Group, Inc.	High $740K	$13M	18	28%
Mayers Investment Company, LLC	—	—	20	0%
Southern Wealth Builders	Very Low $76K	$1.7M	22	0%
Kairos Asset Advisory, LLC	High $810K	$19M	23	39%
Oceanus Capital Partners, LLC	Very High $2.9M	$73M	25	72%
Footlamp	High $850K	$23M	27	4%
LifeWater Wealth Management	Very High $1.1M	$30M	27	52%
Medora Value Equity, LLC	High $600K	$16M	27	63%
Dublin Wealth Management, Inc.	Typical $560K	$16M	28	14%
Worthscape, LLC	Very High $3.2M	$88M	28	75%
Capstone Global Advisors, LLC	Low $210K	$6M	29	41%
LBH Wealth Advisors	Very Low $170K	$5.2M	30	10%
JPG Wealth Management, LLC	Low $220K	$7.1M	32	0%
Pearson Investment Management, LLC	Low $180K	$5.8M	32	0%
Rwc Wealth Management, Inc.	Very Low $80K	$2.6M	32	0%
Providence Wealth Advisors, LLC	Very High $1.5M	$49M	33	64%
Junkin & Company, Inc.	Very Low $0	$0	34	0%
Tennessee Valley Investment Management	Typical $320K	$11M	34	0%
First Fidelity Group LLC	Low $200K	$7.3M	37	30%
Celia Mann Baehr, CFP	Very High $1.2M	$45M	38	47%
DNA Wealth Management LLC	Typical $560K	$22M	39	33%
Booth Financial	Very High $990K	$40M	40	33%
MFP, LLC	High $950K	$40M	42	0%
Windemere Advisors, LLC	High $570K	$24M	42	69%
Provision Financial Planning	High $660K	$28M	43	23%
Dyken Wealth Strategies, Inc.	Very High $980K	$43M	44	32%
Gateway Wealth Management, LLC	High $850K	$38M	44	27%
Atlantes Financial Advisors	Very High $1.4M	$63M	46	20%
Fish Creek Value Management, LLC	Low $210K	$9.7M	46	74%
Bridgeworks Asset Management, LLC	Low $190K	$9.5M	49	0%
Diversified Global Investment Strategies, LLC	High $650K	$33M	50	0%
Saliba Asset Management L.L.C.	High $930K	$47M	51	45%
ADS Wealth Management LLC	Typical $280K	$15M	55	0%
Dreamwork Financial Group	Low $240K	$13M	55	22%
Old Oak Advisors, LLC	Typical $410K	$24M	57	0%
Gantt Financial Advisors, LLC	Typical $390K	$23M	59	12%
Goggans Group Inc	Low $270K	$16M	59	12%
Attainable Wealth LLC	—	—	61	0%
Anderson Asset Management	Very High $980K	$63M	64	41%
Eden Financial	Low $250K	$16M	64	0%
SCS Asset Management, Inc.	Typical $450K	$30M	67	12%
DMC Wealth Management, LLC	High $900K	$61M	68	19%
Bailey Financial Services	Very Low $0	$0	72	0%
Tomlin Financial Advisors, Inc.	Very High $1.1M	$79M	73	40%
Insignia Wealth Advisory	Typical $310K	$23M	74	18%
3 Rd Street Capital Management L.L.C.	High $720K	$56M	78	28%
364 Investing, LLC	Very Low $26K	$2.2M	83	1%
Leading Edge Wealth Management, LLC	Typical $440K	$43M	99	21%
Stockbridge Wealth Partners	Low $190K	$19M	100	0%
Grant Financial Group	Very Low $170K	$17M	101	18%
Fluid Financial Planning, LLC	Low $180K	$20M	109	6%
Green Financial Management, LLC	Typical $400K	$55M	137	24%
AJA Financial LLC	Very Low $170K	$24M	139	3%
Sutton Financial Group	Low $180K	$27M	149	7%
Wilson Financial Group	Typical $390K	$58M	149	0%
Ballast Wealth LLC	Low $240K	$40M	170	0%
The Retirement Planners, USA, LLC	Low $260K	$60M	234	3%
Let Bob Advisory, LLC	Very Low $120	$29K	249	0%

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