AUM per client for Independent firms serving clients in Louisiana

Independent firms active in Louisiana 280 firms

Very Low $43K-$210K

Low $210K-$400K

Typical $400K-$690K

High $690K-$1.1M

Very High $1.1M-$2.3M

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

Median: $540K

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Firm	AUM/client	AUM	Clients	HNW client %
Investment Capital Advisors	Low $290K	$110M	373	22%
The W & W Group LLC	Very Low $83K	$29M	353	3%
Honor Wealth Management, LLC	Very Low $160K	$55M	338	1%
Shankland Financial Advisors, LLC	Low $290K	$88M	308	12%
Bonfanti Investment Services, LLC	Low $220K	$65M	301	11%
Waller Wealth Management, LLC	Low $240K	$71M	290	0%
Cortez Wealth Advisors LLC	—	—	248	0%
The Retirement Planners, USA, LLC	Low $260K	$60M	234	3%
Global Planning Stewards LLC	Low $320K	$75M	232	3%
Eisenhiler Capital LLC	Very Low $190K	$43M	230	27%
Legacy Group	Low $390K	$89M	228	13%
Atlas Investment Advisory LLC	Low $340K	$77M	227	22%
deMauriac LLC	Very Low $170K	$36M	212	4%
Castellano Wealth Planning	Low $400K	$79M	200	2%
Wright Wealth Strategies, LLC	Typical $480K	$93M	196	35%
Cook Financial Designs, Inc.	High $880K	$170M	195	24%
Texas Capital Management	Low $270K	$53M	195	24%
Broussard Financial Group, LLC	High $730K	$140M	191	38%
Legacy Cornerstone Wealth LLC	Very Low $120K	$22M	181	0%
Stonefield Investment Advisory, Inc.	Typical $600K	$110M	181	16%
Maxout Savings Advisors LLC	Typical $560K	$100M	180	17%
Davis Financial Services	Typical $460K	$81M	177	13%
FinancialMD, LLC	Low $210K	$35M	164	0%
Sustainvest Asset Management, LLC	High $820K	$130M	158	18%
Terrell Financial Group	Very Low $140K	$23M	157	14%
Vertical Wealth Management	—	—	156	0%
Omega Advisory LLC	Typical $540K	$84M	154	9%
Kingdom Wealth Development, LLC	Very Low $61K	$9.1M	150	1%
Stability Financial, LLC	Very Low $200K	$30M	150	5%
Arrow Investment Management LLC	Low $390K	$58M	149	9%
Fogarty Wealth Management, Inc.	High $880K	$130M	146	41%
Burne Financial Concepts, LLC	High $720K	$100M	144	16%
Mission Retirement	Typical $450K	$64M	143	10%
Sierra Madre Partners LLC	Low $210K	$29M	139	0%
Domo Capital Management, LLC	Very Low $180K	$25M	137	33%
Mann Financial Consulting Services	Very Low $8.6K	$1.1M	132	0%
Timewealth Advisors Inc.	Low $330K	$42M	127	53%
Isgrig Capital Asset Management, LLC	Very Low $0	$0	124	45%
Rich Dewitt Wealth Management LLC	Low $390K	$48M	123	14%
TruNorth Financial LLC	Low $320K	$39M	123	7%
Asset Growth Associates Wealth Advisors	Very Low $120K	$14M	122	0%
Eastlake Planning LLC	Low $380K	$45M	118	6%
Blueprint 360 LLC	Low $230K	$27M	117	17%
Lotus Asset Management Limited Liability Company	High $1M	$120M	116	25%
Schayot Financial LLC	Typical $640K	$73M	114	16%
Bavarian Wealth Management, Inc.	Very Low $170K	$19M	113	2%
Lasting Legacy Wealth Management, LLC	Typical $530K	$59M	113	13%
Rock Ridge Wealth LLC	Very Low $170K	$19M	110	0%
Kansas City Private Wealth Management, LLC	High $920K	$98M	107	33%
Blueprint Wealth Management	Very High $1.3M	$140M	106	11%
KLK Capital Wealth Advisors LLC	Low $240K	$25M	105	8%
Ridinger Wealth Management, LLC	Typical $590K	$62M	105	15%
Lee-Way Financial Services, Inc	Very High $1.2M	$130M	103	45%
Stkeros Financial Planning, LLC	Very Low $0	$0	100	30%
Elevated Retirement Financial Services	Typical $650K	$64M	98	14%
First Look Capital Management, LLC	Very High $1.2M	$120M	98	48%
Tri-Quest Investment Advisors	Low $230K	$22M	97	10%
Wessel Investment Counsel, L.L.C.	Very High $1.1M	$110M	97	26%
Kilcullin Financial Life Planning, LLC	Typical $680K	$66M	96	64%
Diamond Equity Advisors	Very Low $170K	$16M	95	0%
Patriot Wealth Planners LLC	—	—	95	0%
Winchester Capital Services, LLC	Very Low $200K	$18M	92	7%
Momentum Financial and Insurance Services LLC	Typical $650K	$59M	91	0%
GAMSG Financial Advisors LLC	Very Low $130K	$11M	90	14%
uVest Advisory Group, LLC	Very Low $120K	$11M	90	0%
Capital Financial Planners, LLC	Low $330K	$29M	89	6%
Runnymede Capital Management Inc	High $890K	$79M	88	44%
Wealth Mode	Very Low $140K	$12M	88	5%
MDRN Wealth	High $830K	$72M	87	23%
Cypress Wealth Advisors, LLC	High $960K	$78M	82	100%
Financial Pathway LLC	Very Low $180K	$15M	82	9%
Cabildo Capital LLC	High $830K	$66M	80	74%
LTS Financial Group	Very Low $200K	$16M	80	0%
Plentiful Wealth, LLC	Typical $560K	$44M	79	18%
3 Rd Street Capital Management L.L.C.	High $720K	$56M	78	28%
Drew Wealth Management	Very High $1.2M	$90M	78	49%
Southwestern Advisory Group LLC	Typical $500K	$39M	78	38%
Vision Tech Financial Advisors	Low $360K	$28M	78	12%
Financial Planning Professionals, Inc.	Typical $420K	$32M	77	0%
Logical Investments, LLC	Typical $590K	$46M	77	42%
CDS James Investments, LLC	Typical $650K	$49M	75	24%
Conklin Shure Financial	—	—	75	0%
Graf Financial, L.L.C.	Very High $1.1M	$80M	75	27%
Lord Wellington Investments, LLC	—	—	75	0%
NTACT Retirement Solutions	Low $390K	$29M	75	13%
William B. Larson, CPA, LLC	Very Low $0	$0	75	7%
First Security Financial Wealth Manager, Inc.	—	—	74	0%
Peters Financial LLC	Very Low $96K	$7.1M	74	0%
Oakwater Financial	Low $210K	$15M	73	11%
Tao Financial	Very Low $190K	$14M	73	14%
Aton Advisors, LLC	Very High $1.4M	$97M	72	51%
Brown Advisory Group, LLC	Low $380K	$27M	71	10%
Jardine Financial Group	High $1.1M	$75M	71	93%
Alliant Capital Management LLC	Very High $1.1M	$77M	70	51%
Checkpoint Financial Planning	Very Low $0	$0	70	29%
EDM Capital, LLC	High $840K	$58M	69	28%
Heights Investment Partners, LLC	Very High $1.3M	$88M	69	75%
Henley Advisors, LLC	Very Low $94K	$6.5M	69	9%
Focused Finances, LLC	High $1M	$68M	68	35%
Objective Wealth, LLC	Very High $1.1M	$77M	68	29%
Financial Cornerstones, LLC	Very High $1.2M	$81M	67	43%
Granville Wealth Management, Inc.	High $990K	$66M	67	70%
Willamette Valley Wealth Management, LLC	High $820K	$55M	67	16%
Kessler Planning Group	High $730K	$48M	66	17%
The Fiscal Fitness Company, Inc.	Low $250K	$17M	66	8%
AP Investment Management	Typical $650K	$42M	65	42%
Fire Wealth Management, LLC	High $750K	$49M	65	29%
Association Financial Services, LLC	Very Low $63K	$4M	64	0%
Belle River Capital Management LLC	High $710K	$46M	64	0%
Fairview Financial LLC	High $830K	$53M	64	63%
NXT:GEN Financial Planning	Typical $400K	$25M	62	8%
Ridgeback Financial LLC	Typical $470K	$29M	62	16%
SJ Capital Management LLC	Very High $1.5M	$95M	62	56%
Seren Wealth Advisors, LLC	High $700K	$43M	61	44%
Bergland Wealth Management, Inc.	Very High $1.5M	$87M	59	36%
Deliberate Finances	Low $280K	$16M	59	24%
Simmons Asset Management, LLC	Typical $440K	$26M	59	0%
Asset Solutions	Low $210K	$12M	58	14%
Fitzpatrick Financial Solutions, LLC	Low $330K	$19M	58	2%
Dogwood Financial Planning	Very Low $0	$0	57	33%
Old Oak Advisors, LLC	Typical $410K	$24M	57	0%
Right Tail Capital LLC	Typical $410K	$24M	57	75%
21:5 Advisors, LLC	Typical $650K	$36M	56	64%
ADS Wealth Management LLC	Low $280K	$15M	55	0%
Datapoint Financial Planning, LLC	—	—	55	0%
Dreamwork Financial Group	Low $240K	$13M	55	22%
Devil Mountain Investment Management	High $790K	$43M	54	33%
Tooth & Coin Wealth	Typical $410K	$22M	54	33%
Epiphany Wealth Management	Typical $570K	$30M	53	19%
Oak Capital Advisors	Very High $3.2M	$170M	53	47%
Potomac Wealth Strategies, LLC	High $850K	$45M	53	36%
Andre Caubarreaux	Low $330K	$17M	51	0%
Poydras Capital Partners	Typical $510K	$26M	51	33%
Sage Capital Advisors, LLC	Very Low $190K	$9.5M	51	0%
Shorepine Wealth Management, LLC	Very High $1.3M	$66M	51	51%
Athletes Financial Advisers, LLC	Very High $1.3M	$67M	50	30%
Darkhorse Advisor	High $780K	$39M	50	66%
Gallatin & Company, LLC	Very High $1.9M	$97M	50	52%
Manna Wealth Strategies, LLC	Low $240K	$12M	50	18%
Legacy Financial Designs	Typical $630K	$31M	49	14%
Pelican Wealth Management	Low $240K	$12M	49	8%
Silvis Financial	High $750K	$37M	49	18%
Trella Wealth	Low $390K	$19M	49	16%
Atlantes Financial Advisors	Very High $1.4M	$63M	46	20%
Integrity Wealth Management, Inc	Very Low $76K	$3.5M	46	43%
Portolan Financial Planning LLC	Low $210K	$9.7M	46	0%
Blue Rock Capital	Very Low $80K	$3.6M	45	16%
Box Hill Private Wealth	Very High $3.1M	$140M	45	82%
Forward Wealth Management, LLC	Very High $2.1M	$94M	45	71%
Plan For Your Goals, LLC	Low $220K	$10M	45	9%
Progeny Wealth Management LLC	Typical $420K	$19M	45	0%
Sawyer Capital Management	Very High $2.6M	$120M	45	33%
Scenic Wealth Management, LLC	Very High $1.4M	$61M	45	60%
Synergy Wealth Advisors, LLC	Typical $440K	$20M	45	16%
Dyken Wealth Strategies, Inc.	High $980K	$43M	44	32%
Estep Capital Management	Low $350K	$15M	44	14%
Sego Wealth Management, LLC	Typical $400K	$17M	43	30%
Kucharo Wealth	Very High $2.9M	$120M	42	86%
Stillwater Financial	High $810K	$34M	42	12%
Vermillion Private Wealth	Low $320K	$14M	42	14%
Advanced Retirement Solutions, Inc.	Very Low $110K	$4.6M	41	20%
Buff Your Finances	Low $240K	$9.9M	41	5%
Comal Wealth Management	High $800K	$33M	41	49%
Booth Financial	High $990K	$40M	40	33%
Prometheus Investment Advisors LLC	Typical $540K	$22M	40	23%
Capital Asset Management Group, Inc.	High $690K	$27M	39	26%
Drach Advisors LLC	Typical $520K	$20M	39	28%
Hankinson Wealth Advisors LLC	Very High $1.4M	$54M	39	51%
Ironwood Investment Advisers, LLC	Typical $550K	$21M	39	15%
Windward Partners, L.L.C.	High $760K	$30M	39	23%
Prospect Trading LLC	Typical $510K	$19M	38	0%
First Fidelity Group LLC	Very Low $200K	$7.3M	37	30%
Optimum Retirement Planning LLC	Very High $2.3M	$85M	37	86%
Aquila Wealth Advisors	Typical $570K	$21M	36	81%
Dirigo Private Wealth	Typical $640K	$23M	36	25%
Starkey & Associates, Inc.	High $690K	$25M	36	100%
Styled Wealth	Low $220K	$7.9M	36	0%
Wealthy Doctor Institute LLC	Low $250K	$9.1M	36	25%
AVA Wealth Management LLC	Very High $1.8M	$65M	35	89%
Reiber Wealth	Typical $600K	$21M	35	40%
Svane Capital, LLC	High $810K	$28M	35	54%
Tubreauxs Wealth & Legacy Solutions	Low $360K	$13M	35	0%
Whitewater Wealth	Very High $1.9M	$66M	35	77%
Francis Capital Management, Inc.	High $960K	$33M	34	50%
JME Wealth Management	Very High $1.4M	$48M	34	74%
Junkin & Company, Inc.	Very Low $0	$0	34	0%
Wonder Wealth LLC	Very Low $180K	$6.2M	34	3%
Assurity Wealth Management	Very Low $110K	$3.7M	33	0%
Stonehenge Private Client Group, LLC	High $1M	$34M	33	39%
Thetford Investment Management, Inc.	Very High $1.6M	$53M	33	61%
Impact Wealth Group	Typical $400K	$13M	32	0%
New Heights Planning	Very High $2.3M	$73M	32	72%
AIKAPA	High $760K	$24M	31	81%
Kidd Vision Capital LLC	Typical $670K	$21M	31	42%
Marian Financial Services, Inc.	Low $380K	$12M	31	0%
Porter Investments	Typical $490K	$15M	31	55%
Sterling Financial Planning	—	—	31	0%
Yongchang Company Inc	Very Low $44K	$1.9M	31	0%
Carrington Financial Planning, LLC	Typical $650K	$20M	30	47%
Collaborative Advice	—	—	30	0%
Comprehensive Financial Planning Inc	Very High $3.4M	$100M	30	83%
Cornerstone Investment Advisors Group, LLC	Very Low $190K	$5.7M	30	0%
Just Wealth LLC	High $800K	$24M	30	23%
KD Wealth Management LLC	Low $330K	$10M	30	50%
Versai Wealth Management LLC	Typical $630K	$19M	30	17%
GEM Street Capital Management	High $1.1M	$31M	29	24%
Green Musa Capital, LLC	Very Low $25K	$720K	29	0%
One Day Wealth Management	High $970K	$28M	29	41%
Rock One Advisors, LLC	Very Low $130K	$3.8M	29	3%
Clear Net Worth, L.L.C.	High $750K	$21M	28	61%
Differential Planning LLC	Very Low $90K	$2.5M	28	0%
Gustafsson Wealth Management, Inc.	Typical $430K	$12M	28	46%
Heinz Global Asset Management, Inc.	Very High $1.1M	$31M	28	100%
KGL Financial Advisors, LLC	Very High $1.1M	$30M	28	18%
Two Trails Financial Planning	Very High $1.5M	$41M	28	93%
Golden Guidance LLC	High $720K	$19M	27	63%
Miles Wealth Management, L.L.C.	Low $320K	$8.6M	27	11%
Rizzutto Financial Advisors	Low $230K	$6.1M	27	0%
3A Financial Group, LLC	Typical $450K	$12M	26	0%
Stillforest Wealth Management	High $770K	$20M	26	23%
Chalk Creek Partners, LLC	High $720K	$18M	25	44%
Creole Wealth Solutions, LLC	High $900K	$23M	25	68%
Hodos Wealth Group, LLC	Very High $1.1M	$28M	25	36%
Ninety West Global Wealth	Low $260K	$6.6M	25	0%
Bluepoint Wealth Advisors	High $960K	$23M	24	42%
Continuum Financial, LLC	Very High $1.2M	$28M	24	50%
GT Financial, Ltd., L.L.C.	Very High $2.1M	$50M	24	38%
Montgomery Wealth Advisors	Typical $680K	$16M	24	0%
RB Investment Management Inc.	Typical $510K	$12M	24	33%
Zia Investment Advisors	High $990K	$24M	24	0%
Kairos Asset Advisory, LLC	High $810K	$19M	23	39%
Fullington & Associates, LLC	Typical $600K	$13M	22	41%
PieCapital	Very High $3.1M	$69M	22	91%
Quarterpoint	Very Low $76K	$1.6M	21	0%
BAS Capital	Very High $5.9M	$120M	20	100%
CME Strategic Wealth Management	Very Low $27K	$550K	20	0%
Northwood Investment Partners, LLC	High $920K	$18M	20	30%
Resonance Financial, LLC	Very High $2M	$41M	20	80%
R.S. Mattei & Company, Inc.	—	—	20	0%
True Financial, LLC	Typical $580K	$12M	20	35%
Weston Wealth Advisors, LLC	Very High $1.3M	$27M	20	45%
Worthview Capital Management LLC	Very High $1.6M	$32M	20	55%
J. Mangone Capital Management LLC	Very High $2.4M	$46M	18	63%
Martin W. Rosenzveig & Co., LLC	Very High $1.1M	$22M	19	47%
1st & 3rd Investments LLC	Very Low $76K	$1.4M	18	0%
Alpha-Tech Investments, LLC	Very Low $69K	$1.3M	18	17%
Lailaps Capital, L.L.C.	Very High $1.6M	$28M	18	22%
Legacy Wealth Planning Group	Very High $1.9M	$34M	18	67%
Pindex Advisors, LLC	Low $220K	$3.9M	18	100%
Valendo Private Asset Management, Inc.	Very High $2.2M	$40M	18	72%
RINAUDO CAPITAL, LLC	Low $240K	$4.2M	17	0%
Compendium Wealth Advisors, LLC	Low $270K	$4.3M	16	44%
Core Asset Management Company	Very Low $2.8K	$45K	16	100%
CreativeVest Inc	High $760K	$12M	16	75%
Lionsight Capital, LLC	Typical $510K	$8.2M	16	19%
Senior Advisory Group, LLC	—	—	16	0%
A.B. Ridgeway Wealth Management LLC	Low $270K	$4M	15	20%
Elemental Wealth Advisors, LLC	Typical $540K	$8.2M	15	0%
Rockside Investments LLC	High $1M	$15M	15	53%
Vermilion Asset Management, LLC	Very High $4.2M	$64M	15	40%
Tiburon Financial Advisors, Inc.	Very High $2.6M	$37M	14	100%
DFW Wealthcare Advisors, LLC	Low $390K	$5M	13	8%
Equilibrium Financial Planning	High $1M	$13M	13	23%
Faithful Financial LLC	Low $210K	$2.7M	13	0%
Future U Financial Inc.	Very Low $1	$13	12	58%
JI Financial Services, LLC	Very Low $100K	$1.2M	12	0%
Aragon Advisors	Very Low $10K	$110K	11	100%
Noto Financial Planning	Very High $2.2M	$24M	11	100%
Full Court Strategic Wealth, LLC	Very High $4.8M	$48M	10	70%
Agular Asset Management LLC	Very High $2.5M	$22M	9	89%
Future Path Financial Planning	Low $220K	$2M	9	0%
Roland, Criss Investment Research, LLC	—	—	9	0%
DW Huff Advisory	Very Low $190K	$1.5M	8	0%
Luma Financial	Typical $650K	$5.2M	8	25%
Nytrx LLC	Low $330K	$2.6M	8	0%
Edna J. Thompsen, CFP	Very Low $0	$0	7	0%
Harvest Capital Management	High $870K	$6.1M	7	29%
Mort Kelly Financial Services, LLC	Very Low $50K	$350K	7	0%
Psalm Capital	Very High $3.2M	$23M	7	71%
DBA/Rankin Capital Investment Management	Very High $1.4M	$8.2M	6	100%
JW Hall Financial LLC	Very High $1.1M	$6.5M	6	67%
Skipjack Financial	Typical $520K	$3.1M	6	0%
Zion Capital LLC	Very Low $180K	$1.1M	6	0%
Cavanaugh Wealth Management LLC	Very Low $0	$0	5	0%
Dirigo Investment Advisors, LLC	Typical $480K	$2.4M	5	100%
Graham Financial	Very High $1.2M	$6.2M	5	100%
Euclid Harding, LLC	High $700K	$2.8M	4	75%
Map to Your Wealth LLC	High $970K	$3.9M	4	50%
Fred Miller & Assoc.	Very Low $210K	$630K	3	100%
Union Capital Management Corp	Typical $630K	$1.9M	3	100%
Shared Prosperity Group	Typical $680K	$680K	1	0%
Sporl & Company	High $1M	$1M	1	100%
Alleman Capital Management, LLC	—	—	—	—
Allied Oak Wealth, LLC	—	—	—	—
A More Certain Path	—	—	—	—
Buckhead Resources, Inc.	—	$0	—	—
Common Cents Financial Planning	—	$0	—	—
David Zbonski, LLC	—	—	—	—
Ivy Capital Management LLC	—	—	—	—
J D Atkinson	—	$2.1M	—	—
Kelda Wealth Management LLC	—	—	—	—
Post Oak Financial, LLC	—	—	—	—
Radiant Wealth Advisory, LLC	—	$0	—	—
Renovate Financial Planning	—	$0	—	—
Synergist Private Wealth LLC	—	—	—	—
The Geauxmez Group Wealth Management LLC	—	—	—	—
Wealth and Plan	—	—	—	—
Your Best Move Inc	—	$0	—	—

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