AUM per client for Independent firms serving clients in Indiana

Independent firms active in Indiana 174 firms

Very Low $21K-$170K

Low $170K-$270K

Typical $270K-$470K

High $470K-$860K

Very High $860K-$2M

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

Median: $350K

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Firm	AUM/client	AUM	Clients	HNW client %
55 Wealth	—	—	—	—
Beacon Financial Planning	—	—	—	—
Buffalo Capital Advisors LLC	—	—	—	—
Foresight Wealth Advisory, LLC	—	$0	—	—
Gibertini, Anthony	—	—	—	—
Ivy Capital Management LLC	—	—	—	—
Keystone Financial Advisory, LLC	—	$0	—	—
Omni Wealth Planning, LLC	—	—	—	—
PACE Financial Group, LLC	—	—	—	—
Parks Wealth Management LLC	—	—	—	—
Peace of Mind Wealth Management	—	$0	—	—
Perspective Asset Management, LLC	—	—	—	—
Pinnacle Financial Group LLC	—	$83K	—	—
Remnant Wealth	—	—	—	—
Spectrum Advisors Financial, LLC	—	—	—	—
The Just Company	—	—	—	—
The Shield Finance	—	—	—	—
Vista Wave Investments, LLC	—	—	—	—
Whicker Wealth Management, LLC	—	—	—	—
ZYC Investment LLC	—	—	—	—
Dreamvision Capital	Very Low $14K	$14K	1	0%
Scott Clampitt, Registered Investment Advisor	Low $210K	$210K	1	0%
Clinton Burch Financial Planning	Very Low $0	$0	2	0%
I4 Advisors LLC	Typical $470K	$930K	2	0%
Logan Financial Empowerment	Very Low $40K	$80K	2	0%
Erlang101 Capital Management LLC	Very Low $140K	$420K	3	100%
Integrated Capital Management Company, Inc.	High $650K	$2M	3	0%
Kingdom Financial	Very High $2.3M	$6.9M	3	0%
Potts, Hannah & Fischer Wealth Management Group, LLC	Typical $420K	$1.3M	3	0%
Swartz Advisory LLC	Very High $5M	$15M	3	33%
URI Capital Management, LLC	Very High $3.9M	$15M	4	100%
AFP Group, LLC	Very High $960K	$4.8M	5	0%
Best Case Financial	Low $270K	$1.3M	5	20%
CWM Wealth Management, LLC	Low $180K	$920K	5	0%
Millennial Financial Planning	Very Low $51K	$260K	5	0%
Mulberry Investors LLC	High $690K	$3.4M	5	0%
Truell Financial LLC	Low $240K	$1.2M	5	20%
Vitality Wealth Planning	Very High $3M	$15M	5	0%
Yackee Potempa & Smalley Asset Management	Very Low $93K	$460K	5	0%
Kiel Investment Company	Low $270K	$1.6M	6	0%
Sedona Asset Management Services, LLC	High $790K	$5.5M	7	0%
Solid Investment Advisory LLC	High $510K	$3.6M	7	14%
Trimingham Financial	Low $240K	$1.7M	7	0%
Kinder Financial Services	Very Low $70K	$560K	8	0%
Mulberry Capital Management	Very High $3.4M	$27M	8	25%
RIM Group	Very Low $24K	$190K	8	0%
Blackwood Investment Group, LLC	Typical $460K	$4.1M	9	11%
C.R. Retirement Strategies, LLC	Low $200K	$1.8M	9	0%
Mehta Money, LLC	Very Low $71K	$640K	9	89%
Argus Efficient Capital, LLC	Very Low $15K	$150K	10	60%
DentVest LLC	Low $170K	$1.7M	10	0%
Erenda Capital	High $510K	$5.1M	10	0%
Two Fish Management	Very High $1.7M	$17M	10	100%
Wagner Wealth Management LLC	High $800K	$8M	10	0%
Brooks Investment Advisory Service	Very High $1.9M	$21M	11	0%
Nichols Wealth Advisors	Very High $880K	$9.7M	11	55%
Noble Financial Advisors LLC	Typical $360K	$4M	11	0%
Pursuit Planning and Investments, LLC	Very Low $170K	$1.8M	11	0%
Panoramic Financial Planning	Very High $1.9M	$23M	12	75%
Prospero Financial Planning, LLC	Typical $370K	$4.5M	12	0%
SCM Investment Services	Low $260K	$3.1M	12	0%
WealthGuides LLC	Typical $370K	$4.4M	12	8%
Piedmont Financial Advisors, LLC	Very Low $0	$0	13	62%
Vaal Financial, LLC	Very Low $74K	$970K	13	0%
Wealth Team LLC	Very Low $110K	$1.4M	13	23%
Vasquez Financial Consulting LLC	Typical $470K	$6.6M	14	0%
Foundational Financial Advisors, LLC	Typical $300K	$4.5M	15	0%
Lorenz Financial	High $570K	$8.5M	15	0%
Raton Wealth	Very High $1.2M	$18M	15	0%
Skyview Capital Management	Low $200K	$3.1M	15	0%
AverTrust Wealth LLC	Very Low $82K	$1.3M	16	0%
Telegraph Equity Partners Limited	Very High $4.1M	$65M	16	44%
Gentry Financial	Very High $1.2M	$21M	17	65%
Fortress Capital Advisors	High $800K	$14M	18	44%
The Other 90 Financial, LLC	High $820K	$15M	18	28%
Gerber Wealth, LLC	—	—	20	0%
Sullivan Haymaker	Low $190K	$3.7M	20	0%
Davison Wealth Management, LLC	Typical $300K	$6.3M	21	0%
Grimaldi Investment Services, LLC	High $640K	$13M	21	0%
Mattix Wealth Management LLC	Very Low $0	$0	21	0%
Vector Financial Services, LLC	Very High $910K	$19M	21	0%
Bowers Capital Management	High $760K	$17M	22	0%
Moore Private Wealth L.L.C.	Very High $1.5M	$32M	22	27%
Plan Wise Wealth Group, LLC	Low $200K	$4.3M	22	0%
Valor Investment Management	Typical $340K	$7.6M	22	27%
Gilbert Wealth	Very High $1M	$23M	23	22%
Lifecare Retirement Solutions Inc.	—	—	23	0%
Onward Fi, LLC	High $470K	$11M	23	0%
Personal Financial Advice & Insights, LLC	—	—	24	0%
RCS Financial Advisors, Ltd	Typical $320K	$7.7M	24	4%
Axis Financial, LLC	Typical $390K	$9.8M	25	20%
Greg Hodges Financial Advisory	High $590K	$15M	26	50%
Horizon Wealth Management, LLC	—	—	26	0%
Oxford Capital	Very Low $44K	$1.2M	27	0%
Turtair Capital Advisors	Very High $3.4M	$92M	27	81%
Myers Asset Management LLC	High $680K	$19M	28	4%
Relevant Financial Advisors LLC	Very High $1.4M	$39M	28	50%
G.M. Wilson, Private Wealth Management Group	Very High $880K	$26M	29	34%
Houlihan Asset Management LLC	Very High $1.8M	$52M	29	0%
EN+ Wealth	Low $190K	$5.6M	30	27%
Gunnell Financial Planning	Low $260K	$7.9M	30	0%
Diem Wealth Management	—	—	31	0%
Dunes Financial	Very High $1.6M	$56M	34	62%
Michael Associates, LLC	Very Low $0	$0	34	62%
On Target Wealth Partners, LLC	High $820K	$28M	34	50%
Huron Investment Management, Inc.	High $660K	$24M	36	47%
Premiere Management	Low $170K	$6.1M	36	0%
Tavel Insurance & Financial Services, LLC	Very Low $140K	$5M	37	0%
Doyle Investment Management	Low $250K	$10M	41	7%
Lifelong Investsments	Very Low $0	$0	41	15%
SDM Investments, LLC	Low $190K	$7.7M	41	5%
Champion Financial Inc.	—	—	42	0%
Lion Quest LLC	Very Low $150K	$6.1M	42	0%
SYCAMORE Asset Management, LLC	High $720K	$30M	42	0%
Herndon Investment Management, LLC	High $860K	$38M	44	27%
Riverbend Planning Group LLC	Very High $890K	$39M	44	30%
Servant Capital Advisors	Very High $2.3M	$100M	45	78%
S Conway Consulting, LLC	Typical $340K	$16M	47	23%
Caird Family Wealth Management	Typical $440K	$21M	48	10%
Life Moves Wealth Management	Typical $320K	$15M	48	17%
The Rose Investment Management	High $590K	$28M	48	17%
Wise Wealth Management	Very Low $130K	$6.4M	49	0%
Mabry Wealth Management, LLC	Low $240K	$12M	50	4%
Sycomore Financial	Typical $280K	$14M	50	20%
Arena Wealth Advisors LLC	Very High $950K	$49M	51	25%
Clear Trace, LLC	Typical $430K	$22M	51	24%
Devotion Capital Management	High $750K	$38M	51	0%
Breidenbach Capital Consulting, LLC	High $540K	$28M	52	25%
Rockford Group Investment Advisor	Very Low $62K	$3.3M	53	2%
The Planning Associates, Inc.	High $610K	$32M	53	15%
FNEX Wealth, LLC	Very High $2.3M	$120M	54	48%
True Wealth Stewards	Very High $860K	$48M	55	35%
Perkins Wealth Advantage	Very High $1.8M	$100M	56	55%
Summit Investments, Inc.	Very Low $110K	$6.6M	57	0%
T.K.M. Financial Services, LLC	Typical $460K	$28M	62	0%
SOLVE Consulting Group, LLC	High $840K	$54M	65	26%
Fortitude Private Wealth	Very High $1.9M	$130M	67	66%
Hoosier Financial Planning, LLC	Typical $330K	$22M	67	10%
Next Adventure Financial LLC	Typical $310K	$21M	67	7%
Abound Wealth Strategies	Low $200K	$14M	68	7%
Migration Wealth Management, LLC	Typical $300K	$20M	68	10%
Reatherford Wealth Management LLC	Low $230K	$16M	69	9%
Capital Financial Management, Inc.	—	—	74	0%
Musleh Wealth Management LLC	High $540K	$41M	75	23%
Bluegrass Financial Planning, LLC	High $790K	$61M	77	18%
Harmony Wealth Management LLC	High $700K	$55M	78	0%
Indy Wealth Solutions, LLC	Very Low $76K	$5.9M	78	0%
Krouse Stureman & Associates, Inc.	High $720K	$56M	78	0%
Austin Financial Strategies, Inc.	Low $250K	$20M	79	0%
Capital Trust Wealth Management	Very High $970K	$76M	79	34%
Highsmith Financial Planning, LLC	Very Low $0	$0	80	41%
Linda Zimmermann Financial Planning and Counseling	Very High $1M	$83M	80	26%
Smart Choice Financial Planning, Inc.	Very High $1.2M	$96M	80	0%
Warren Wealth Management & Tax Planning Inc.	Typical $390K	$31M	80	8%
Porter Avenue Capital Management, LLC	Very Low $130K	$11M	81	0%
Pivot Point Wealth Planning	Typical $310K	$26M	83	7%
Lakeland Investment Advisors, LLC.	Typical $280K	$23M	84	0%
Core Wealth Consultants, LLC	High $480K	$40M	85	20%
Evia Investment Advisors	Low $220K	$19M	85	8%
Northbound Wealth	High $510K	$44M	86	13%
Human Capital Wealth Management	Very Low $120K	$11M	89	2%
Patricia Heaton Parker, CFP	Typical $290K	$26M	89	9%
uVest Advisory Group, LLC	Very Low $120K	$11M	90	0%
Bridge Financial Planning, LLC	Very High $1.1M	$100M	94	30%
Endress Capital Management, L.L.C.	Very Low $170K	$16M	94	3%
Corwin Company LLC	Very High $1.1M	$100M	95	40%
Lewis Wealth Management, LLC	Typical $440K	$42M	95	15%
True North Wealth	Low $240K	$24M	99	7%
Del Principe O'Brien Financial Advisors	Typical $350K	$35M	100	35%
Royal Palm Investment Advisors, Inc.	Typical $390K	$40M	101	10%
Affinity Financial - The Walker Group LLC	Typical $410K	$42M	102	4%
Clarity Financial Organization, LLC	Low $250K	$26M	102	0%
Circle City Wealth Management LLC	Very High $920K	$96M	104	25%
Anweiler Financial Management, LLC	High $480K	$51M	107	0%
Personal Financial Management, Inc.	Typical $290K	$31M	108	8%
Above & Beyond Investments, LLC	Very Low $120K	$14M	113	4%
Lasting Legacy Wealth Management, LLC	High $530K	$59M	113	13%
Binkley Wealth Management Group LLC	Very Low $63K	$7.2M	115	0%
Isgrig Capital Asset Management, LLC	Very Low $0	$0	124	45%
Elevation Financial LLC	Low $240K	$30M	125	0%
Fierce Wealth Management Group LLC	High $550K	$69M	125	18%
Aydt Investment Management, Inc.	Typical $360K	$46M	130	8%
Santiago.Life	High $680K	$89M	130	30%
Reckard CPA Advisors, LLC	—	—	135	0%
Wyoming Wealth Management, LLC	Typical $300K	$41M	138	17%
A J Feldman Financial, LLC	Very High $970K	$140M	140	22%
Integrated Financial Planning Solutions, LLC	—	—	150	73%
Pilot Asset Management LLC	High $510K	$83M	163	12%
Regal Capital Management, Inc.	Low $250K	$41M	165	4%
Key Wealth Management, Inc.	Typical $290K	$49M	168	8%
Snowbird Financial LLC	Low $200K	$35M	179	11%
Dynamic Legacy Planning	High $490K	$90M	185	8%
Lindsey Wealth Management	Very Low $120K	$23M	194	6%
SunRift Capital Partners LLC	Low $200K	$40M	205	3%
Schmidt Wealth Management, L.L.C.	Low $260K	$60M	235	11%
Investment Answers	Low $200K	$49M	251	9%
Thompson Investment Advisors	Low $220K	$57M	259	4%
Wealth Management Partners LLC	Low $250K	$64M	260	7%
Bassett Financial Advisors	Low $190K	$52M	276	2%
Henthorn Agency, Inc.	Typical $430K	$130M	300	0%
Strategic Investment Advisors, Ltd.	Low $210K	$63M	301	4%
Koehler Financial Services, Inc.	Very Low $110K	$36M	329	0%
Santefort Investment Group, LLC	Low $240K	$110M	456	17%

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