AUM per client for Independent firms serving clients in Illinois

Independent firms active in Illinois 418 firms

Very Low $43K-$240K

Low $240K-$460K

Typical $460K-$760K

High $760K-$1.4M

Very High $1.4M-$2.7M

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

Median: $570K

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Firm	AUM/client	AUM	Clients	HNW client %
Kinkelaar & Associates	—	—	84	55%
Herzog Financial Group, LLC	Typical $550K	$48M	87	44%
Forward Financial LLC	High $890K	$78M	88	23%
Johnston Investment Counsel, Ltd.	High $1.4M	$120M	88	34%
Prima Wealth	High $1.1M	$94M	88	28%
Palos Wealth Advisors, LLC	High $800K	$71M	89	19%
Sanskar Advisors, Inc.	Typical $540K	$48M	89	16%
Outlook Capital Management, LLC	Very High $1.6M	$150M	90	64%
Prairie Investment Advisors, LLC	High $1.1M	$100M	93	37%
Douglas Capital Management, LLC	Very Low $230K	$22M	94	43%
Deep Blue Financial LLC	Typical $580K	$55M	95	53%
Lewis Wealth Management, LLC	Low $440K	$42M	95	15%
Kilcullin Financial Life Planning, LLC	Typical $680K	$66M	96	64%
Lloyd Park, LLC	Very High $1.7M	$160M	97	100%
Leading Edge Wealth Management, LLC	Low $440K	$43M	99	21%
Trac Asset Management LLC	High $870K	$86M	99	22%
Wolf Financial Advisors LLC	High $1.3M	$120M	99	24%
Abundance Advisors, Inc.	—	—	100	0%
Copia Financial Solutions, Inc.	—	—	100	0%
Financial & Business Consultants	—	—	100	0%
Hampton Financial Services	—	—	100	0%
Hanold Asset Management, LLC	—	—	100	0%
MAST Investment Advisors LLC	—	—	100	0%
Organize, Protect & Grow Your Wealth, LLC	Very Low $180K	$18M	100	21%
P.W.B., Inc.	—	—	100	0%
Quam Wealth Advisory Group LLC	—	—	100	0%
Royal Palm Investment Advisors, Inc.	Low $390K	$40M	101	10%
North Shore Investment Consulting LLC	Very High $1.7M	$170M	102	0%
Bobb Financial Incorporated	High $820K	$86M	105	25%
Chancellor Financial Services, Inc.	Low $290K	$31M	105	8%
Redwing Financial	Low $370K	$41M	105	32%
Envision Wealth Planning Inc.	Very Low $200K	$21M	106	3%
Personal Financial Management, Inc.	Low $290K	$31M	108	8%
Quinn Financial Planning, LLC	High $870K	$96M	110	41%
Berg Investment Planning	Low $380K	$42M	112	9%
Strategic Advisors of Illinois	Typical $550K	$62M	113	28%
JK Financial Planning, Inc.	Very Low $46K	$5.3M	114	0%
Fisher Financial Group, LLC	Low $350K	$41M	116	7%
Taos Investment Advisors, LLC	Typical $680K	$79M	116	59%
Monroe Financial Inc.	Very Low $70K	$8.3M	118	0%
Cline Financial Concepts, LLC	Typical $560K	$68M	120	18%
Locke Financial Services, Inc.	Typical $460K	$55M	120	0%
Mindful Money Financial Counsel, LLC	—	—	120	0%
Financial Elements, Inc	Very High $1.6M	$190M	122	48%
Nash-Hasty Private Wealth Management	Typical $520K	$64M	123	16%
Dahl Financial Services, Inc.	Low $270K	$33M	125	0%
Elevation Financial LLC	Low $240K	$30M	125	0%
Daly Investment Management, LLC	High $900K	$120M	125	28%
Trueman Brown	Very High $1.5M	$190M	128	35%
Polaris Financial Planning, LLC.	High $1.2M	$150M	129	47%
Aydt Investment Management, Inc.	Low $360K	$46M	130	8%
Defined Capital LLC	Low $340K	$44M	130	11%
Patap Financial Services	Low $380K	$51M	135	17%
Building Equities, LLC	Very Low $60K	$8.1M	136	0%
Domo Capital Management, LLC	Very Low $180K	$25M	137	33%
A J Feldman Financial, LLC	High $970K	$140M	140	22%
Milestone Advisory Group, LLC	Very Low $160K	$23M	140	4%
Missional Advisor Group	Low $300K	$42M	140	11%
Paisley Financial LLC	Low $250K	$35M	141	6%
Palen Financial LLC	Low $270K	$40M	146	5%
Saint Louis Investment Advisors Inc	Typical $490K	$71M	147	24%
Wolfstone Wealth	Typical $720K	$110M	153	21%
Quantum Financial Planning LLC	Very Low $0	$0	159	28%
Pilot Asset Management LLC	Typical $510K	$83M	163	12%
MACC IV Group	Very Low $190K	$33M	170	12%
Advanced Trader Investment Advisors, LLC.	Very Low $170K	$30M	175	0%
First Wealth Advisory, Inc.	Very Low $100K	$19M	185	21%
Main Effort Financial, Inc.	Low $460K	$86M	189	11%
Wealth Ambassadors, LLC	Low $270K	$54M	203	7%
Financial Planning Advisors, Inc.	Very Low $170K	$37M	225	3%
W.K. Cooper II Asset Management Corporation	Low $350K	$81M	230	100%
Investment Advisors Group, LLC	Very Low $220K	$58M	259	4%
DPCM	Low $290K	$77M	270	19%
Fortis Portfolio Solutions, LLC	Typical $510K	$140M	276	100%
Schaefer Wealth Management, Inc.	Low $270K	$79M	296	0%
Strategic Investment Advisors, Ltd.	Very Low $210K	$63M	301	4%
Shankland Financial Advisors, LLC	Low $290K	$88M	308	12%
Koehler Financial Services, Inc.	Very Low $110K	$36M	329	0%
Lighthouse Financial & Consulting Services, LLC	Very Low $94K	$34M	359	1%
Zendamentals	Low $380K	$160M	424	8%
Lenox Capital Management, Inc.	Low $250K	$110M	442	5%
Santefort Investment Group, LLC	Low $240K	$110M	456	17%
New Street Advisors Group LLC	Very Low $30K	$15M	510	0%

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