AUM per client for Independent firms serving clients in Minnesota

Independent firms active in Minnesota 193 firms

Very Low $77K-$240K

Low $240K-$400K

Typical $400K-$610K

High $610K-$1.1M

Very High $1.1M-$2.1M

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

Median: $470K

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Firm	AUM/client	AUM	Clients	HNW client %
Authentic Life Financial Planning	—	$920K	—	—
Communitas Financial Planning PBC	—	—	—	—
DA Financial Advisors, Inc.	—	—	—	—
Kruger Wealth Management, Inc.	—	$0	—	—
Luminous Money	—	—	—	—
Minnewashta Rio, LLC	—	$990K	—	—
Provident Financial Group LLC	—	—	—	—
Renovate Financial Planning	—	$0	—	—
Vera Lake Capital, LLC	—	—	—	—
WaterStreet Asset Management LLC	—	—	—	—
Willie J. Price, Inc	—	—	—	—
Landcasted Capital Management LLC	Typical $420K	$420K	1	0%
Odinson Partners, LLC	Very High $1.4M	$1.4M	1	0%
Sword and Shield Solutions LLC	Low $300K	$300K	1	0%
Second Avenue Capital	Very High $2.5M	$5M	2	100%
Longship Advisers, LLC	Very Low $0	$0	3	0%
The Cornish Group LLC dba Cornish Financial Services Group	—	—	3	0%
CRG Wealth, LLC	Low $350K	$1.4M	4	25%
Don Brown - Investment Advisor, LLC	Very High $1.8M	$7.3M	4	0%
Family Wealth Counselors, LLC.	—	—	4	0%
IndiWealth	Typical $460K	$1.8M	4	0%
Saber Asset Management	Very Low $220K	$870K	4	75%
Wagner Road Capital Management, LLC	Very Low $31K	$120K	4	25%
Heartworth Financial LLC	Very Low $79K	$400K	5	0%
Wellencourt Wealth Management LLC	Very Low $230K	$1.2M	5	0%
Analytics Investment Advisors	Very High $3.7M	$22M	6	100%
Bernstein Financial Advisory	Very High $1.6M	$9.5M	6	33%
Kubo Financial Planning and Investments, LLC	Very High $4.2M	$25M	6	0%
Velouria Capital Management LLC	—	—	6	0%
Shores Edge Financial LLC	Typical $500K	$3.5M	7	0%
Strategic Financial Planning, Inc.	High $900K	$6.3M	7	0%
808 Investments	High $760K	$6.1M	8	38%
Bridgehaven Capital Management LLC	Low $250K	$2M	8	50%
Longview Financial, Inc.	Very High $1.2M	$9.4M	8	38%
Tradewinds Investment Advisors, LLC	Low $290K	$2.3M	8	0%
Wojick Capital Management	High $610K	$4.9M	8	38%
First Midwest Investments	Low $330K	$3M	9	0%
Fruit of the Vine Financial, LLC	High $930K	$8.4M	9	22%
KMB Wealth Management, LLC	Typical $600K	$5.4M	9	0%
RLN Wealth	Very High $2.2M	$20M	9	56%
Baztec Capital Management, LLC	Very High $3.8M	$38M	10	50%
Ferry Capital Management LLC	High $830K	$8.3M	10	30%
Frazer Bay Investments L. L. C.	Low $320K	$3.2M	10	0%
Limber Capital LLC	Very High $1.1M	$11M	10	0%
Oak Financial Planning and Coaching, LLC	—	—	10	50%
Saffron Capital, LLC	Typical $560K	$5.6M	10	0%
Growth Equity Management, Inc.	Very Low $45K	$490K	11	0%
Aberdour Investments	Very Low $180K	$2.2M	12	0%
Castellum Capital Management LLC	Low $240K	$2.8M	12	75%
Cultivate Financial	Low $300K	$3.6M	12	58%
JSE Wealth Management LLC	Low $340K	$4M	12	17%
SCM Investment Services	Low $260K	$3.1M	12	0%
Vision Financial Planning LLC.	Very High $2M	$24M	12	100%
Couloir Wealth Advisors, Inc.	Typical $400K	$5.2M	13	15%
Pilot Capital Management Corp	Low $350K	$4.6M	13	85%
The Retirement Planning Center	Low $250K	$3.2M	13	0%
Spencer Financial Advisors	High $1M	$14M	14	21%
48 Peaks Wealth Advisors LLC	Typical $450K	$7.2M	16	0%
Counterculture Wealth	Very Low $180K	$2.8M	16	0%
Frontenac Partners, L.L.C.	Very High $2M	$33M	16	100%
Holleyjo Wealth Advisors	Typical $460K	$7.4M	16	13%
Kodiak Investment Management LLC	Very Low $39K	$630K	16	0%
MSM Financial, LLC	High $900K	$14M	16	44%
Grounded Wealth	Very High $1.8M	$31M	17	59%
Investors Choice	Very Low $88K	$1.5M	17	0%
Red Rock Capital Advisors, LLC	High $750K	$13M	17	35%
Smith & Associates Financial Services, LLC	Very Low $65K	$1.1M	17	0%
Clearwater Capital Management	Very High $7.7M	$140M	18	100%
Telos Solutions	Very High $1.8M	$33M	18	44%
Cambyses Financial Advisors	Typical $520K	$9.8M	19	26%
Create, LLC	Very Low $200K	$3.8M	19	0%
LIV Wealth Management	High $610K	$12M	19	0%
River Tree Capital Management	Very High $1.4M	$26M	19	53%
Strategic Finance & Management, LLC	Low $350K	$7M	20	10%
Thoughtful Financial Planning, LLC	Low $340K	$6.8M	20	10%
Weiss Financial Services	Typical $450K	$9M	20	0%
7th St. Financial	Typical $600K	$13M	22	32%
AlphasFuture LLC	Low $370K	$8.2M	22	73%
Intune Management Corp.	Very High $3.6M	$78M	22	86%
Lexington Capital, LLC	Typical $570K	$13M	22	18%
Sona Wealth, Sona Wealth Management, Sona Wealth Advisors	High $640K	$14M	22	0%
GB Associates, Inc.	Very High $1.1M	$25M	23	22%
Wealth Den Financial	Very Low $240K	$5.4M	23	4%
Wisdom Wealth Management	Very High $1.7M	$39M	23	74%
Wealth Transitions	Low $260K	$6.2M	24	25%
White Turf Financial LLC.	High $730K	$18M	24	8%
CTS Consulting, LLC	Very High $1.4M	$36M	25	72%
Fair Trust Financial LLC	High $970K	$24M	25	32%
Twig Asset Management, LLC	Very Low $160K	$3.9M	25	0%
Aegis Investment Management, LLC	Typical $550K	$14M	26	23%
Duval Investment Group	Very High $4.1M	$110M	27	100%
Harrison Capital Management LLC	Very High $1.2M	$32M	27	70%
Lakeview Investment Advisors, LLC	Very High $2M	$54M	27	7%
Oakfort Wealth Partners	Very Low $87K	$2.4M	27	0%
R.M. Shannon Wealth Management, LLC	Very High $1.1M	$31M	27	74%
Wealth Span Capital Management	Very High $1.4M	$37M	27	22%
Avalon Financial LLC	Very Low $150K	$4.3M	28	0%
Fair Park Capital Management LLC	Low $290K	$8M	28	29%
Right Path Financial LLC	Very Low $170K	$4.8M	28	0%
Barington Capital Management, LLC	Very High $1.6M	$47M	29	62%
Blake Wealth Strategies	Very Low $120K	$3.5M	29	0%
Minder Narusiewicz, Inc.	High $930K	$27M	29	41%
Hauge Wealth Management, LLC	Very High $1.1M	$34M	30	0%
Jaguar Investment Services, Ltd	Very High $1.3M	$40M	30	33%
Wenzel Analytics, Inc.	Typical $420K	$13M	30	43%
Maris Wealth Management LLC	Very Low $73K	$2.3M	31	0%
Your-Financial-Lifeguard	—	—	31	0%
DLW Financial Management, LLC	Low $290K	$9.3M	32	6%
Dornbusch Asset Management	Very Low $74K	$2.4M	32	0%
Side-By-Side Financial Planning, LLC	—	—	32	0%
Delphi Value Investments, LLC	Very Low $140K	$4.5M	33	27%
Kerwin Asset Management, LLC	Very High $1.3M	$43M	33	3%
Layline Asset Management Inc	Typical $440K	$14M	33	3%
Adaptive Financial Design LLC	Typical $420K	$14M	34	0%
Campbell Wealth Advisors, LLC	—	—	35	0%
Compass Private Wealth Consulting, LLC	Typical $550K	$20M	36	14%
Efficient Market Investments, LLC	Low $390K	$14M	37	27%
Carson Capital	Typical $420K	$16M	38	18%
Liniam Capital, LLC	Typical $550K	$21M	38	100%
Bossert Capital LLC	Low $380K	$15M	40	65%
Clanton Financial Partners, LLC	High $670K	$27M	40	30%
Olson Wealth Management	Low $270K	$11M	40	5%
Petrarch Wealth Management	Low $300K	$12M	40	13%
Valor Wealth Management LLC	Low $370K	$15M	40	0%
Pulse Financial Planning	Typical $550K	$23M	41	17%
Longview Wealth Management, LLC	Very High $2.9M	$120M	42	69%
Trustmerit Capital	High $1M	$43M	42	76%
Graff Financial LLC	Very High $2M	$88M	44	64%
Paratus Wealth Management, LLC	Very High $1.6M	$72M	44	36%
Perpetual Wealth Advisors, LLC	Very High $2.1M	$92M	44	75%
Krammer Financial	Very High $1.4M	$63M	45	33%
Illumifi Wealth	Very Low $180K	$8.5M	46	0%
Cookson Financial, LLC	High $1M	$48M	47	36%
NextGen Financial Advice LLC	Very Low $180K	$8.6M	47	9%
Summit Advisor Group	High $990K	$46M	47	38%
PharmD Financial Planning LLC	High $730K	$35M	48	44%
Invested Interests, LLC	Very Low $160K	$7.7M	49	0%
Pine to Palm Financial, LLC	Very Low $190K	$9.6M	50	0%
Wegner Asset Management, LLC	Very High $1.5M	$74M	51	51%
Alberg Financial Services, Inc.	Very High $1.8M	$93M	52	37%
EmeraldSpark Investments	Low $310K	$16M	52	13%
Crafted Wealth Management	Very High $1.1M	$61M	53	36%
Rise Financial Group	—	—	53	0%
Torchlight Financial	High $910K	$48M	53	26%
Rising Financial	Very Low $220K	$12M	54	9%
Linx Equities, LLC	High $760K	$43M	57	47%
Cove Financial Planning, LLC	Very High $1.6M	$99M	60	42%
Intelligent Investor Financial Planning, LLC	Typical $570K	$34M	60	35%
Naylor Asset Management, LLC	High $700K	$42M	60	33%
Attainable Wealth LLC	—	—	61	0%
Retirement Planning and Management, Inc.	High $680K	$42M	61	49%
Dorn & Co., Inc.	High $980K	$61M	62	48%
Exhale Wealth	High $980K	$62M	63	32%
Fiduciary Wealth	Very Low $230K	$15M	66	0%
Greater Good Financial	Typical $400K	$26M	66	9%
Intelligent Investments	Low $260K	$17M	66	3%
MPM Financial Corporation	Typical $450K	$30M	66	15%
Zurich Awes Financial Management, LLC	Typical $400K	$26M	66	17%
Madrona Wealth Management LLC	High $1M	$71M	68	32%
The Hatlestad Group	High $700K	$48M	68	22%
Drost Financial	Typical $610K	$43M	70	19%
Prevail Financial Partners, LLC	High $910K	$64M	70	39%
Venture Forth Financial	Very High $1.5M	$110M	70	41%
Hammer Advisory Services, Inc.	High $700K	$51M	72	42%
Twin Cities Wealth Strategies, Inc.	Typical $410K	$29M	72	11%
Summit Wealth Strategies	High $660K	$51M	78	32%
Fortify Financial Group, LLC	Very Low $210K	$17M	79	63%
Ramsey Hill Asset Management LLC	High $1.1M	$85M	79	86%
Schumacher Financial, LLC	Low $350K	$28M	80	6%
Investment Research Corporation	High $800K	$64M	81	53%
Boreal Advisors LLC	High $700K	$57M	82	18%
Reinking Financial Consulting	High $750K	$62M	83	24%
Wealth Planning Group LLC	Typical $470K	$39M	83	0%
Calibration Financial	Very Low $190K	$16M	85	4%
Family Wealth Management	Low $330K	$29M	87	43%
Fortress Investment Services, Ltd	Typical $510K	$45M	87	28%
New Generation Wealth Management, LLC	—	—	88	0%
Castle Rock Financial Planning, Inc.	Typical $550K	$49M	89	25%
Aquinas Capital Advisors LLC	Very Low $94K	$8.5M	90	0%
Legacy Retirement Advisors	Very Low $170K	$15M	91	0%
Harmoney Wealth, PLLC	Typical $560K	$52M	93	15%
Strategic Income Advisors	Typical $420K	$40M	95	0%
Wilkinson Capital Management, LLC	High $990K	$97M	98	37%
Adviser Financial Group, Inc	Very Low $0	$0	100	40%
Midwest Financial Strategies	Low $390K	$39M	102	19%
Rothamel Wealth Management, LLC	Low $370K	$40M	108	13%
PlanWell Financial Guidance, LLC	Typical $500K	$55M	110	16%
Lager & Company, Inc.	Very Low $230K	$27M	116	10%
Celadon Managed Wealth	High $650K	$77M	117	38%
Superior Financial, LLC	High $930K	$110M	120	25%
Elevated Asset Management LLC	Low $330K	$39M	121	18%
Shockman Financial	Low $300K	$36M	121	13%
Calhoun Financial Planning and Management	Typical $460K	$57M	125	24%
Bluprint Financial, LLC	Low $330K	$42M	127	28%
Johnson Capital Management, LLC	Low $280K	$35M	127	3%
Thompson Financial Transitions Inc.	Low $360K	$47M	129	9%
VIP Financial Associates	Typical $420K	$60M	142	12%
Intrepid Wealth Partners, LLC	Low $320K	$52M	160	14%
Due North Financial, LLC	Very Low $230K	$37M	164	4%
Fitbux RIA LLC	Very Low $28K	$5.1M	180	0%
Stonefield Investment Advisory, Inc.	Typical $600K	$110M	181	16%
Thompson Private Wealth	Low $390K	$74M	189	79%
Hyline Wealth	Typical $420K	$81M	194	53%
MWM Wealth Advisory, LLC	High $650K	$130M	200	20%
Keystone Wealth Management	Typical $580K	$120M	207	21%
Knox Avenue Financial Corp.	High $610K	$140M	221	21%
Fleischer & Johnson Wealth Management, Inc.	Typical $440K	$100M	232	9%
Galligan Financial Advisors	Low $280K	$69M	250	0%
Solidity Financial LLC	Low $290K	$73M	252	8%
Thompson Investment Advisors	Very Low $220K	$57M	259	4%
Strategic Financial Inc.	Very Low $140K	$41M	289	7%
MJT & Associates Financial Advisory Group, Inc.	Typical $610K	$190M	306	21%
New Street Advisors Group LLC	Very Low $30K	$15M	510	0%
Alternative Strategies Group, Inc.	Very Low $110K	$74M	687	10%

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