AUM per client for Independent firms serving clients in Florida

Independent firms active in Florida 904 firms

Very Low $53K-$200K

Low $200K-$410K

Typical $410K-$710K

High $710K-$1.3M

Very High $1.3M-$2.9M

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

Median: $520K

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Firm	AUM/client	AUM	Clients	HNW client %
Musleh Wealth Management LLC	Typical $540K	$41M	75	23%
Your Financial Advocate, LLC	High $1M	$77M	75	37%
Bahr Financial Planning Network, Inc.	High $710K	$54M	76	25%
Longview, Inc.	Low $330K	$25M	76	0%
Southern Magnolia Investment Management LLC	Very Low $200K	$15M	76	1%
The Herzfeld Group	Very Low $180K	$14M	76	0%
Able Wealth Management Solutions LLC	Typical $410K	$32M	77	23%
Financial Planning Professionals, Inc.	Typical $420K	$32M	77	0%
Julien Planning, LLC	Typical $480K	$37M	77	9%
Lulla Wealth Financial	Low $230K	$18M	77	6%
Rutherford Asset Planning, Inc.	Very High $2.4M	$180M	77	53%
Drew Wealth Management	High $1.2M	$90M	78	49%
HighRise Wealth Management	Low $220K	$17M	78	22%
Lynn H. Orr Capital Management Group, Inc.	High $1.2M	$93M	78	29%
Delphi Wealth Partners	Typical $650K	$51M	79	41%
R. H. Hansford & Company, Inc.	High $830K	$66M	79	23%
Cabildo Capital LLC	High $830K	$66M	80	74%
Couric Financial	Typical $590K	$47M	80	16%
Pope Wealth Management	High $940K	$77M	81	38%
U.S. Advisors, Inc.	High $860K	$70M	81	33%
Financial Pathway LLC	Very Low $180K	$15M	82	9%
Copeland Wealth Management, LLC	Typical $610K	$50M	83	16%
Phibbs Financial	Low $320K	$27M	83	2%
Reale Managed Assets, Inc.	Low $280K	$23M	83	5%
Klocke Capital Group, LLC	High $940K	$79M	84	19%
Non-Traditional Wealth Management, LLC	—	—	84	0%
Northeast Capital Management, Inc.	High $1.2M	$100M	84	48%
Pulse Wealth	Typical $600K	$50M	84	17%
BullRock Capital, LLC	High $990K	$85M	85	29%
Calibration Financial	Very Low $190K	$16M	85	4%
Coastal Way Financial Group, LLC	High $780K	$66M	85	5%
Core Wealth Consultants, LLC	Typical $480K	$40M	85	20%
McCarty Wealth	Typical $650K	$55M	85	14%
Alpha Omega Financial	Very High $2.2M	$190M	86	53%
Aspetuck Financial Management LLC	Very High $1.8M	$160M	87	38%
Bay Hill Capital Management USA, LLC	High $730K	$63M	87	69%
MDRN Wealth	High $830K	$72M	87	23%
Retirement Money Management	Typical $480K	$42M	87	11%
True Life Wealth Management, LLC	Typical $450K	$39M	87	24%
Komich Capital Advisors	Low $250K	$22M	88	11%
Qubera Wealth Management	Typical $600K	$53M	88	38%
Strategic Wealth Partners Inc.	Typical $450K	$40M	89	100%
Truevine Family Wealth	High $770K	$69M	90	19%
Persico Asset Management	High $1.1M	$98M	91	40%
Picket Fence Financial, LLC	Typical $480K	$44M	91	41%
Keep It Simple Financial Planning	High $770K	$71M	92	21%
Pushkin Advisory Group, LLC	Typical $520K	$48M	92	27%
S.H. Capital Management Corp.	Typical $600K	$55M	92	15%
Hornsby Asset Management, LLC	Very Low $100K	$9.6M	93	0%
Moore Financial Management, Inc.	Low $300K	$28M	93	14%
InsuraWealth, LLC	Very Low $180K	$17M	94	0%
Patriot Wealth Planners LLC	—	—	95	0%
BRC Management LLC	High $740K	$71M	96	26%
Moore Financial Planning Advisors, LLC	Very Low $21K	$2M	96	0%
D.S. Brown Wealth Advisors, LLC	Typical $710K	$69M	97	24%
Rariden Investment Advisors, LLC	Very Low $150K	$15M	97	9%
Burgos & Brein Wealth Management	—	—	98	0%
Twenty Fifty Capital	Typical $480K	$47M	98	13%
Leading Edge Wealth Management, LLC	Typical $440K	$43M	99	21%
LSP Advisory LLC	Low $250K	$25M	99	0%
Starkel Wealth Advisors, LLC	Very Low $140K	$14M	99	5%
Trac Asset Management LLC	High $870K	$86M	99	22%
Focus Investments, LLC	—	—	100	0%
Hayden Capital	Low $320K	$32M	100	85%
Michael S. Carrier & Associates, Inc.	High $1M	$100M	100	35%
Noble Wealth	Very Low $84K	$8.4M	100	0%
Powell Wealth	Low $370K	$37M	100	25%
Bull Run Investment Management LLC	Typical $520K	$52M	101	24%
Elite Financial Group	Low $400K	$40M	101	52%
Royal Palm Investment Advisors, Inc.	Low $390K	$40M	101	10%
Azzendo Wealth Advisors	Very High $1.7M	$170M	102	49%
Buckley Financial Group	Typical $510K	$52M	102	19%
F3 Capital	Low $350K	$36M	103	0%
Endeavor Financial Advisors, LLC	High $750K	$78M	104	37%
Anthony Investment Management, LLC	Typical $690K	$73M	105	17%
Cambria Wealth Management	High $1.1M	$120M	105	41%
Cool Creek Financial	Low $330K	$34M	105	10%
Kansas City Private Wealth Management, LLC	High $920K	$98M	107	33%
Aventail Wealth Management, LLC	Typical $440K	$48M	108	7%
ECF Wealth, Inc.	Typical $690K	$76M	109	22%
Korbitz Financial Planning LLC	—	—	110	100%
Principled Advisors, Inc.	Very Low $140K	$15M	110	5%
Farrar Wealth Management, LLC	Very Low $190K	$21M	112	0%
Lasting Legacy Wealth Management, LLC	Typical $530K	$59M	113	13%
Peak Investment Advisors, Inc.	High $900K	$100M	113	24%
Jake Carris Financial Planning	High $940K	$110M	115	34%
Yandell Investments, LLC	High $1.1M	$120M	115	35%
Davies Wealth Management LLC	Very Low $160K	$18M	118	17%
Loftus Wealth Strategies	Typical $480K	$57M	119	0%
Ibis Capital Management, LLC	Low $310K	$37M	120	10%
Mile High Investments, LLC	High $840K	$100M	121	36%
1650 Wealth Management, LLC	High $920K	$110M	122	30%
CSLA Financial Inc	Very Low $62K	$7.5M	122	0%
Financial Elements, Inc	Very High $1.6M	$190M	122	48%
Liberty Advisory Group, Inc.	Low $240K	$29M	122	2%
Patterson Investments, Inc.	Typical $680K	$83M	122	0%
O'Connor Portfolio Management LLC	Typical $410K	$51M	123	42%
Ridgeview Financial Planning	High $880K	$110M	124	24%
Other Side Asset Management, LLC	Low $260K	$32M	125	8%
Susko Wealth Advisors	Typical $420K	$52M	125	0%
Harding's Wealth Managers, Inc.	Very Low $47K	$5.9M	126	0%
Retirement Income Strategies Inc.	Typical $580K	$73M	127	44%
Zidel Financial Inc.	High $1.2M	$160M	128	34%
Arthurs Wealth Management	High $740K	$95M	129	13%
Polaris Financial Planning, LLC.	High $1.2M	$150M	129	47%
IQ Portfolios	Low $310K	$41M	132	9%
The WealthPlan LLC	Typical $660K	$87M	132	28%
Northstar Financial Advisors, Inc.	Very High $1.4M	$200M	135	81%
Private Harbour Investment Management & Counsel LLC.	High $1.2M	$160M	135	36%
RetireSharp Wealth Management, LLC	Very Low $120K	$16M	135	0%
Avanti Wealth Management	Typical $550K	$74M	136	0%
TreMonte Financial Consultants	Typical $470K	$63M	136	15%
Barrister	Typical $640K	$88M	137	14%
Amidon & Petersen Financials, LLC	Low $280K	$39M	139	14%
Conkin Financial Group, Inc.	Low $250K	$35M	139	0%
Culbreth Wealth Management	Typical $470K	$66M	141	18%
Flynn Financial, LLC	Typical $530K	$74M	141	13%
Franklin Legacy Financial, LLC	Very Low $89K	$13M	142	0%
Solebury Asset Management LLC	Typical $520K	$73M	142	9%
Ronald A. Bartlett & Associates, Ltd.	Very Low $93K	$13M	143	1%
Burne Financial Concepts, LLC	High $720K	$100M	144	16%
Clear View Wealth Advisors	Very Low $180K	$26M	144	0%
On Track Financial LLC	Typical $540K	$78M	145	0%
Alpha Asset Management	High $870K	$130M	149	26%
Sutton Financial Group	Very Low $180K	$27M	149	7%
Applied Financial Wisdom	High $860K	$130M	151	1%
The Ducoat Financial Group	Typical $470K	$71M	152	21%
Shealy Wealth Advisory LLC	Very Low $110K	$18M	151	0%
U.S. Cherry LLC	Very Low $6.9K	$1.1M	153	1%
John T. McCarthy, LLC	Low $390K	$61M	155	24%
Swan Retirement Strategies	Low $290K	$45M	155	17%
Retirement Income Advisory Group LLC	Low $370K	$57M	156	24%
Family Partners Capital, LLC	Typical $560K	$90M	160	100%
Intrepid Wealth Partners, LLC	Low $320K	$52M	160	14%
Omega Capital Management, LLC	High $740K	$120M	160	34%
Blue Water Financial Investor Coaching, LLC	Low $380K	$64M	170	8%
Kingsley Advisors, LLC	Low $250K	$42M	170	2%
Northpoint Financial Planning LLC	Low $290K	$50M	170	38%
22 Seven Wealth Management Inc	Very Low $140K	$24M	173	1%
Financial Solutions Associates	High $880K	$150M	174	37%
Snowbird Financial LLC	Very Low $200K	$35M	179	11%
Stonefield Investment Advisory, Inc.	Typical $600K	$110M	181	16%
Newman's Financial Planning	Typical $520K	$94M	182	13%
Capital Wealth Advisors, Ltd.	Typical $680K	$130M	185	21%
Dunamis Capital Consulting, LLC	Very Low $100K	$19M	192	3%
Gygi Capital Management	Very Low $120K	$24M	192	1%
Marathon Strategic Advisors, LLC	High $880K	$170M	195	38%
Huffman Wealth Management	Typical $430K	$86M	199	11%
Retirement Planning Specialists - Midwest, LLC	—	—	200	0%
Perpetual Financial	—	—	201	0%
Creative Funding Corporation	Very Low $160K	$32M	203	3%
Platinum Planning, Inc.	Very Low $160K	$33M	205	4%
SunRift Capital Partners LLC	Very Low $200K	$40M	205	3%
Winning Points Advisors, L.L.C.	High $720K	$150M	208	12%
Advise Financial	Very Low $180K	$39M	216	4%
AMES Financial Solutions, LLC	Very Low $30K	$6.5M	217	0%
SKA Financial Services, Inc.	Typical $670K	$150M	217	19%
Barber & Associates	Low $220K	$50M	226	0%
KALTBAUM Capital Management	Typical $490K	$110M	227	48%
D & P Investment Advisors, Ltd.	High $830K	$190M	228	25%
Arnold Insurance & Financial Services, LLC	Low $230K	$53M	230	4%
Coastal Wealth Advisory Services, LLC	Very Low $88K	$20M	230	3%
Eisenhiler Capital LLC	Very Low $190K	$43M	230	27%
Global Planning Stewards LLC	Low $320K	$75M	232	3%
Financial Freedom Capital Management	Low $220K	$52M	234	9%
The Retirement Planners, USA, LLC	Low $260K	$60M	234	3%
Berger Wealth Management, LLC	Low $230K	$55M	236	0%
Atlantic Coast Financial	Low $240K	$60M	248	13%
Cortez Wealth Advisors LLC	—	—	248	0%
Setchfield Asset Management	High $770K	$190M	250	20%
PathFinder Financial Services	Low $390K	$97M	252	10%
Nautilus Financial Group, Inc.	Low $260K	$66M	256	5%
Jurick Financial Services	Very Low $200K	$52M	258	3%
Client Focused Financial	Low $260K	$69M	262	5%
DPCM	Low $290K	$77M	270	19%
Plan2Retire	Low $300K	$82M	271	9%
Kiaros Advisors, LLC	Very Low $100K	$27M	273	0%
Coral Wealth Management, LLC	Typical $410K	$110M	277	13%
The Capital Group	Very Low $200K	$57M	282	2%
Montello Wealth Management, Inc.	Low $330K	$97M	295	0%
Commoncents Wealth Advisors, LLC	Very Low $79K	$24M	299	0%
Shankland Financial Advisors, LLC	Low $290K	$88M	308	12%
Equinox Financial Advisors, Inc.	Low $340K	$100M	310	12%
Ballard Wealth Management LLC	Low $300K	$94M	315	4%
Koehler Financial Services, Inc.	Very Low $110K	$36M	329	0%
OmniTrust Wealth Management, Inc.	Low $310K	$110M	348	6%
Todd Wealth Management LLC	Typical $440K	$160M	362	11%
Investment Capital Advisors	Low $290K	$110M	373	22%
Worldwide Capital Advisors, LLC	Low $220K	$84M	380	8%
Schulmerich & Associates Asset Management, LLC	Low $330K	$130M	392	37%
Skloff Financial Group	Low $260K	$110M	444	6%
Williams Wealth Management Group, Inc.	Low $340K	$160M	473	13%
Applied Capital Management, LLC	—	—	500	0%
Retire Ready Wealth Management	Very Low $190K	$100M	535	2%
Manna Wealth Management	Low $230K	$140M	614	5%
Toams Financial	Very Low $180K	$110M	620	5%

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