AUM per client for Independent firms serving clients in Idaho

Independent firms active in Idaho 88 firms

Very Low $28K-$160K

Low $160K-$330K

Typical $330K-$530K

High $530K-$930K

Very High $930K-$2.5M

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

Median: $390K

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Firm	AUM/client	AUM	Clients	HNW client %
Abundance Financial Planning	—	—	—	—
Action Financial Planning LLC	—	$0	—	—
Batholith Wealth Management & Insurance	—	$0	—	—
First Security Capital, LLC	—	$450K	—	—
Flyway Advisors	—	—	—	—
Fourthrock Financial Corporation	—	—	—	—
Hazlett Wealth Management LLC	—	—	—	—
Katz Capital Advisors	—	—	—	—
Pacifica Legacy	—	$0	—	—
Sage Advice Financial LLC	—	—	—	—
Silveria Wealth Group, LLC	—	$300K	—	—
Wardian Wealth Management, Inc.	—	—	—	—
Allegiance Financial Planning	—	—	2	0%
Good Better Best Financial Planning LLC	Typical $330K	$1M	3	0%
Boise River Financial Planning	Very High $1.4M	$5.8M	4	75%
Delta Financial Advisory	High $920K	$3.7M	4	75%
Davis Investment Group, Ltd.	Very High $6.9M	$35M	5	100%
Oakridge Financial Planning LLC	Very Low $18K	$91K	5	0%
JCO Advisors LLC	High $560K	$3.3M	6	100%
Medina Financial, LLC	Low $240K	$1.4M	6	17%
Astra Wealth Management LLC	High $820K	$5.7M	7	0%
Encore 401K, LLC	Very High $1.7M	$13M	8	0%
Salmon Bay Wealth Management, LLC	Typical $530K	$4.8M	9	0%
Shidoosh Wealth Management LLC	Very High $1.4M	$12M	9	22%
Ford Investment Counsel LLC	Very High $980K	$9.8M	10	60%
McLachlan Investment Services LLC	Typical $350K	$3.5M	10	30%
Enduro Wealth Management, LLC	Typical $340K	$4.4M	13	46%
Layline Financial	High $730K	$10M	14	0%
Stewardship Asset Management LLC	Low $200K	$2.7M	14	29%
The Innes Associates, Ltd.	Low $170K	$2.5M	15	0%
Planned Security Advisors LLC	Low $200K	$3.2M	16	6%
Table Rock Financial Planning	Very High $2.3M	$39M	17	94%
Pilot Wealth Strategies	Low $190K	$3.7M	19	5%
Savrin	Typical $370K	$7M	19	100%
Valkyrie Private Wealth Management	Very High $2.5M	$48M	19	79%
Prominence Capital	Very High $2.6M	$57M	22	77%
Redpoint Investment Advisors	High $700K	$16M	23	0%
Grinnell Capital, LLC	Typical $410K	$9.8M	24	63%
Rockhill Advisors LLC	Very High $7.1M	$170M	24	100%
Cannon Wealth Group LLC	Typical $460K	$12M	27	37%
Hochstrat Investments LLC	Very Low $130K	$3.5M	27	0%
Cooper Capital, Inc.	High $610K	$17M	28	39%
GPWM Advisors LLC	Very High $930K	$27M	29	72%
Sun Valley Advisors, Inc.	High $610K	$18M	29	0%
Core Asset Managnement LLC	Typical $390K	$13M	32	0%
Alupka Asset Management	Very High $2.3M	$77M	34	68%
Roslund, John Cabell	Very High $1.3M	$44M	34	38%
C.S Wealth LLC	Very Low $34K	$1.2M	35	6%
McRae Capital Management L.L.C.	Typical $520K	$18M	35	20%
NorthStar Wealth Management LLC	High $910K	$32M	35	17%
Sage Mountain Wealth Management	Low $190K	$6.7M	35	3%
InvestiFI Wealth Management LLC	Very Low $100K	$3.8M	36	0%
Advanced Tax and Financial Services, Inc.	Low $200K	$7.4M	38	3%
Liftoff Financial Planning	Very Low $63K	$2.4M	38	0%
Guernica Capital	Typical $450K	$18M	39	0%
Upfront Financial Planning, LLC	Typical $380K	$15M	40	0%
GlacierWealth	High $770K	$32M	41	78%
Kinetic Pathways Company	Very Low $80K	$3.3M	41	0%
Wood River Consulting	Very Low $140K	$6M	42	0%
Franklin Trend Investment Management, LLC	High $740K	$33M	44	25%
Garcia Financial Planning	Very Low $130K	$6M	46	0%
Inspire Wealth Partners	Very High $1.8M	$86M	48	54%
Private Wealth Advisors	Low $250K	$13M	51	0%
Protected Capital Management	Typical $370K	$20M	54	11%
JCG Advisory Group, LLC	High $590K	$32M	55	24%
Gregory Lyle & Co.	Very High $2.5M	$140M	56	75%
Viewpoint Advisory, LLC	Very High $1.8M	$100M	58	64%
Overwatch Management	Very Low $17K	$1M	59	0%
Matterhorn Financial Planning	—	—	61	64%
Momentum Wealth Strategies	High $870K	$57M	65	29%
Bahr Financial Planning Network, Inc.	High $710K	$54M	76	25%
Albility Planning	Very Low $160K	$12M	77	8%
ProPath Financial	High $600K	$46M	77	13%
Crone Wealth Management, PLLC	—	—	80	0%
Integrated Advisors	High $600K	$49M	82	45%
Harmonic Investment Advisors	Low $190K	$16M	85	0%
Summit Ridge Advisors	Low $300K	$26M	87	10%
Emerald Wealth Management, Inc.	Very Low $170	$15K	90	0%
Foothills Capital Management, LLC	Low $280K	$25M	90	11%
Arc Advisers LLC	Very High $1.2M	$100M	91	37%
Dillon Financial Planning, Inc.	Very Low $0	$0	101	59%
Ferguson Financial Advisors	Very Low $150K	$15M	102	0%
Spinnaker Financial Advisors, LLC	Very High $1M	$100M	102	29%
Ridinger Wealth Management, LLC	High $590K	$62M	105	15%
Straight Line Investment Group, LLC	High $540K	$57M	106	22%
Malone Wealth Ventures LLC	Typical $370K	$42M	112	1%
Elevated Asset Management LLC	Low $330K	$39M	121	18%
Integrated Financial Management, LLC	Typical $410K	$61M	148	7%
John T. McCarthy, LLC	Typical $390K	$61M	155	24%
Financial Trex, LLC	Very Low $26K	$4M	158	0%
Teton Crest Wealth Planning	Very Low $81K	$13M	158	0%
Enduring Wealth Management, LLC	Very High $1.1M	$180M	170	26%
Firm Foundation Wealth Management, LLC	Typical $390K	$67M	173	18%
Legacy Cornerstone Wealth LLC	Very Low $120K	$22M	181	0%
Spelts Wealth Management, Inc.	Typical $410K	$75M	181	7%
Northwest Planning Advisors LLC	Low $160K	$30M	185	18%
Ascend Wealth Management LLC	Very Low $150K	$33M	216	1%
McBee Advisors, Inc.	Low $270K	$59M	219	21%
Sentinel Wealth Strategies	Low $180K	$40M	220	0%
Foxstone Financial	Low $300K	$68M	230	11%
Aspen Grove Investment Management, LLC	Low $190K	$46M	246	62%
Schulmerich & Associates Asset Management, LLC	Typical $330K	$130M	392	37%
Steward Financial Services, LLC	Very Low $110K	$62M	543	2%

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