AUM per client for Independent firms serving clients in Mississippi

Independent firms active in Mississippi 28 firms
Very Low $18K-$95K
Low $95K-$390K
Typical $390K-$720K
High $720K-$1M
Very High $1M-$1.4M
5th 20th 40th 60th 80th 95th

Median: $560K

Firm
AUM/client
AUM
Clients
HNW client %
Akin Investments, L.L.C. logo Akin Investments, L.L.C.
$0
Duncan Wealth Management, LLC logo Duncan Wealth Management, LLC
$0
Pers Pro logo Pers Pro
Voyage Wealth Management, LLC logo Voyage Wealth Management, LLC
$0
FHZ Wealth Management, LLC logo FHZ Wealth Management, LLC
1
0%
Cavanaugh Wealth Management LLC
Very Low $0
$0
5
0%
19:21 Investing
Low $120K
$810K
7
0%
Paladin Wealth Management logo Paladin Wealth Management
Very Low $51K
$410K
8
0%
Russell Wealth Management, LLC logo Russell Wealth Management, LLC
Low $300K
$2.4M
8
13%
Wealth Management, LLC
High $760K
$11M
15
27%
Shareks Stock Portfolios logo Shareks Stock Portfolios
High $790K
$13M
17
0%
Pathway Planning Inc
Typical $530K
$12M
22
0%
AAIM Financial logo AAIM Financial
Very Low $82K
$2.1M
25
0%
Delta Hedge Financial logo Delta Hedge Financial
Low $360K
$11M
29
17%
Collaborative Advice logo Collaborative Advice
30
0%
W.A. Wimberly & Associates, Inc.
Very High $1.1M
$32M
30
0%
Lefleur Financial logo Lefleur Financial
High $720K
$23M
32
25%
Stonehenge Private Client Group, LLC logo Stonehenge Private Client Group, LLC
High $1M
$34M
33
39%
Reiber Wealth logo Reiber Wealth
Typical $600K
$21M
35
40%
Eversight Wealth LLC logo Eversight Wealth LLC
Very High $2.8M
$100M
37
81%
Sego Wealth Management, LLC logo Sego Wealth Management, LLC
Typical $400K
$17M
43
30%
Blue Rock Capital logo Blue Rock Capital
Very Low $80K
$3.6M
45
16%
Vector Money Management Inc logo Vector Money Management Inc
Very High $1.3M
$72M
54
26%
Dogwood Financial Planning logo Dogwood Financial Planning
Very Low $0
$0
57
33%
Bergland Wealth Management, Inc. logo Bergland Wealth Management, Inc.
Very High $1.5M
$87M
59
36%
Red Oak Advisors LLC logo Red Oak Advisors LLC
Very Low $80K
$4.9M
61
0%
Kessler Planning Group logo Kessler Planning Group
High $730K
$48M
66
17%
Dental Wealth Partners LLC logo Dental Wealth Partners LLC
Typical $390K
$27M
68
21%
First Security Financial Wealth Manager, Inc. logo First Security Financial Wealth Manager, Inc.
74
0%
Graf Financial, L.L.C. logo Graf Financial, L.L.C.
Very High $1.1M
$80M
75
27%
3 Rd Street Capital Management L.L.C. logo 3 Rd Street Capital Management L.L.C.
Typical $720K
$56M
78
28%
Xponify, Inc. logo Xponify, Inc.
Low $260K
$24M
93
5%
Elevated Retirement Financial Services logo Elevated Retirement Financial Services
Typical $650K
$64M
98
14%
Lee-Way Financial Services, Inc logo Lee-Way Financial Services, Inc
Very High $1.2M
$130M
103
45%
Sutton Financial Group
Low $180K
$27M
149
7%
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