AUM per client for Independent firms serving clients in Arkansas

Independent firms active in Arkansas 53 firms

Very Low $66K-$120K

Low $120K-$240K

Typical $240K-$410K

High $410K-$870K

Very High $870K-$1.4M

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

Median: $360K

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Firm	AUM/client	AUM	Clients	HNW client %
O'BRYANT & ASSOCIATES, Inc.	—	—	359	0%
Waller Wealth Management, LLC	Typical $240K	$71M	290	0%
Stoffel Financial Advisor's, LLC	—	—	150	0%
Stone Financial	Low $130K	$19M	148	1%
Deep Roots Capital	Typical $410K	$46M	111	9%
Portico Financial Group, LLC	Typical $280K	$29M	101	21%
Caprock Wealth Management	High $830K	$83M	100	31%
Fountain Financial & Tax	Low $130K	$12M	91	0%
Quraishi Wealth Management	High $580K	$53M	91	11%
Majestic Oak Financial, LLC	High $610K	$51M	84	10%
Hulsey Capital Management, Inc.	Very High $1.3M	$110M	83	28%
Providence Asset Management LLC	Very High $1.2M	$98M	81	54%
Sylamore Investments LLC	Very High $1M	$82M	80	55%
Financial Professionals Incorporated	Typical $290K	$20M	70	16%
St Bernard Asset Management, Inc.	Typical $400K	$27M	69	4%
APEX Wealth Management	High $720K	$48M	66	41%
Elevated Wealth LLC	Typical $360K	$22M	60	38%
New Horizon Asset Management	Very High $1.1M	$65M	60	0%
Auxarc Asset Management Company	Low $190K	$11M	57	5%
Dogwood Financial Planning	Very Low $0	$0	57	33%
Tooth & Coin Wealth	High $410K	$22M	54	33%
Hot Springs Asset Management, Inc.	Typical $360K	$18M	49	0%
Steve Chastain Wealth Management LLC	Low $150K	$6.8M	46	0%
Forty Three Eighteen Advisors, LLC	Very High $3.4M	$150M	45	56%
BIAR Legacy, LLC	Very Low $120K	$5.1M	44	0%
Sound Capital	Low $160K	$6.9M	42	0%
Advanced Retirement Solutions, Inc.	Very Low $110K	$4.6M	41	20%
SignalUp Wealth, LLC	Typical $280K	$11M	41	15%
Spicer Capital	Low $230K	$9.6M	41	15%
CIC Investment Consultants, LLC	Very High $890K	$34M	38	29%
Good Life Wealth Management LLC	High $550K	$20M	36	75%
Alliance Wealth Management, LLC	Typical $300K	$11M	35	29%
Campbell Financial Advisory, LLC	Low $200K	$6.3M	31	3%
Hickman Financial, LLC	Very Low $94K	$2.9M	31	0%
Holy City Prosperity, LLC	Very High $1M	$27M	26	27%
Wealth Ready	Very Low $73K	$1.6M	22	0%
New Southern Advisory Services	Very High $1.9M	$40M	21	62%
Gray Financial Planning LLC	Typical $370K	$5.6M	15	33%
Krueger Asset Management, LLC	Low $130K	$2M	15	27%
Watson House Investment Management, LLC	Very High $1.4M	$20M	14	64%
Crosscurrent Wealthmanagement, LLC	Very Low $110K	$1.3M	12	0%
Llewellyn Financial LLC	Very Low $78K	$940K	12	0%
Valuepoint Partners, Inc.	Very High $1.3M	$13M	10	100%
Antoine Wealth Management	High $460K	$4.1M	9	0%
Cornerstone Financial Consulting LLC	Typical $370K	$3M	8	0%
Do Wealth Different	Low $130K	$1.1M	8	0%
New Day Wealth Management, LLC	Very Low $44K	$360K	8	0%
Taurus Financial Planning	High $590K	$4.7M	8	100%
Hoffman Capital Management, LLC	Very Low $85K	$600K	7	0%
Summerhill & Co., LLC	High $690K	$4.9M	7	0%
JWL & Associates, Inc.	High $450K	$1.8M	4	0%
5thn Financial LLC	Very Low $56K	$170K	3	0%
Eagle Valley Wealth Management	Low $180K	$550K	3	33%
Sovereign Capital LLC	Very High $890K	$2.7M	3	0%
McGehee Capital Management	Very Low $120K	$230K	2	100%
Corvum Investment Management	—	$68K	—	—
Crystal Oak Wealth Management, LLC	—	—	—	—
Daniel Financial Group, Inc.	—	—	—	—
Duck State Financial	—	—	—	—
Minas Financial Planning	—	$0	—	—
Pape Financial	—	$94K	—	—
Tekton Wealth Advisors	—	—	—	—

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