AUM per client for Independent firms serving clients in Kentucky

Independent firms active in Kentucky 76 firms

Very Low $35K-$200K

Low $200K-$310K

Typical $310K-$560K

High $560K-$900K

Very High $900K-$1.7M

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

Median: $430K

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Firm	AUM/client	AUM	Clients	HNW client %
Arven Wealth Management LLC	—	—	—	—
BBFN Wealth Management LLC	—	$0	—	—
Bloom Financial LLC	—	—	—	—
Griggs Capital LLC	—	$2.7M	—	—
Key Financial Advisors LLC	—	$0	—	—
Lightpath Wealth & Tax Advisors	—	$0	—	—
Market Cycle Investments LLC	—	$0	—	—
Saecula Wealth LLC	—	—	—	—
Tenet Portfolio Management	—	—	—	—
Wrightpoint Wealth	—	$2.3M	—	—
Your Best Move Inc	—	$0	—	—
Appalaches Capital, LLC	Very High $960K	$960K	1	0%
Balanced Life Planning	Very High $3.3M	$9.9M	3	67%
Dollars & Sense Financial Fitness	Low $200K	$800K	4	50%
Kinson Wealth Group LLC	Very Low $190K	$780K	4	0%
Remington Wealth Management LLC	Very High $3.9M	$15M	4	75%
Trust Alliance Wealth Partners LLC	Very High $1.4M	$6.8M	5	0%
BRK Wealth Management LLC	Very High $900K	$6.3M	7	0%
Knight of California LLC	Very High $1.3M	$8.9M	7	86%
Trimingham Financial	Low $240K	$1.7M	7	0%
Best Investment Options, LLC	Very Low $150K	$1.2M	8	0%
Hannegan Wealth Management, LLC	Low $220K	$1.8M	8	0%
Lively Financial LLC	Very Low $180K	$1.4M	8	0%
Cloyd Capital	Very Low $39K	$350K	9	0%
Avant-Garde Wealth	Low $270K	$3.5M	12	0%
Blue Castle Wealth	Very High $1.1M	$14M	13	0%
Lifetime Wealth Design LLC	Low $250K	$3.3M	13	8%
Kwma	Very Low $180K	$2.5M	14	14%
Mckinney Capital Management, LLC	High $560K	$8.4M	15	27%
Fortress Financial Partners	Typical $440K	$7.1M	16	0%
Four Quarters Capital	Very Low $180K	$2.8M	16	0%
Lemley Yarling Management Co	High $710K	$12M	17	24%
Carriage House Planning LLC	Very High $1.2M	$21M	18	0%
Springhouse Financial, LLC	High $810K	$17M	21	19%
Burl Investment Management, LLC	Very High $1.4M	$32M	23	61%
Profolio Investments, Inc.	High $720K	$18M	25	0%
Horizon Wealth Management, LLC	—	—	26	0%
Fenwick Financial	Very Low $54K	$1.5M	28	0%
Inspire Private Wealth Management	High $820K	$23M	28	21%
Clark Financial Planning	Very Low $0	$0	32	94%
WH Wealth Management LLC	Low $240K	$8M	34	12%
JLA Capital, LLC	Very High $1.6M	$57M	36	36%
Assetguard Financial Services Inc	Very Low $26K	$960K	37	0%
Sapphire Fiduciary Advisors, LLC	High $700K	$26M	37	27%
Essa Financial LLC	Very Low $0	$0	38	58%
Lach Financial	High $710K	$28M	39	13%
Donald Felty, LLC	Low $270K	$11M	40	8%
Living Room Wealth Management	Very High $1.6M	$66M	42	52%
Vermillion Private Wealth	Typical $320K	$14M	42	14%
Corley Capital LLC	Typical $450K	$20M	44	0%
Greenwell Capital Management, LLC	Low $300K	$13M	44	25%
Dunphy Wealth Management, Inc.	Low $300K	$13M	46	49%
E2 Financial Services, LLC	Very Low $180K	$8.3M	46	0%
Prosper Financial	Very High $2M	$97M	48	73%
Geiser Wealth Planning, LLC	Typical $500K	$24M	49	20%
Moneywise, Inc.	High $820K	$40M	49	35%
Trella Wealth	Typical $390K	$19M	49	16%
Crimson Oak Wealth Management, LLC	High $780K	$39M	50	28%
Arena Wealth Advisors LLC	Very High $950K	$49M	51	25%
Clear Trace, LLC	Typical $430K	$22M	51	24%
Taylor Financial Management, LLC	Very High $1.1M	$56M	51	43%
Breidenbach Capital Consulting, LLC	Typical $540K	$28M	52	25%
Jacobs Wealth Management, LLC	Very Low $190K	$10M	53	2%
Asset Management Corporation	Very High $2M	$110M	54	0%
New Millennium Asset Management, Inc.	High $560K	$33M	59	32%
Pomeroy Financial Planning, LLC.	—	—	59	0%
T.K.M. Financial Services, LLC	Typical $460K	$28M	62	0%
Keepsake Management Inc.	Typical $380K	$24M	63	17%
Fire Wealth Management, LLC	High $750K	$49M	65	29%
Schmerge Executive Planning Services, Inc.	High $640K	$42M	65	22%
Context Financial LLC	Typical $310K	$21M	67	3%
Lake Jericho, LLC	Typical $430K	$32M	73	29%
Ten Talents Asset Management	Typical $460K	$35M	76	18%
Bluegrass Financial Planning, LLC	High $790K	$61M	77	18%
Plentiful Wealth, LLC	High $560K	$44M	79	18%
Warren Wealth Management & Tax Planning Inc.	Typical $390K	$31M	80	8%
Pivot Point Wealth Planning	Low $310K	$26M	83	7%
Pulse Wealth	High $600K	$50M	84	17%
Marshall Wealth Management, LLC	Very Low $68K	$6.1M	90	10%
Lanier Asset Management, LLC	Very High $1.3M	$120M	96	53%
Highland Capital Advisors, LLC	Low $230K	$24M	105	9%
Isgrig Capital Asset Management, LLC	Very Low $0	$0	124	45%
Beacon Asset Management	Low $250K	$32M	129	9%
Aydt Investment Management, Inc.	Typical $360K	$46M	130	8%
Wyoming Wealth Management, LLC	Low $300K	$41M	138	17%
Huffman Wealth Management	Typical $430K	$86M	199	11%
Schmidt Wealth Management, L.L.C.	Low $260K	$60M	235	11%
Investment Answers	Very Low $200K	$49M	251	9%
Thompson Investment Advisors	Low $220K	$57M	259	4%

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