AUM per client for Independent firms serving clients in Missouri

Independent firms active in Missouri 165 firms

Very Low $64K-$220K

Low $220K-$340K

Typical $340K-$580K

High $580K-$1M

Very High $1M-$2.1M

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

Median: $460K

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Firm	AUM/client	AUM	Clients	HNW client %
Shankland Financial Advisors, LLC	Low $290K	$88M	308	12%
Strategic Investment Advisors, Ltd.	Very Low $210K	$63M	301	4%
Schaefer Wealth Management, Inc.	Low $270K	$79M	296	0%
Smart Steps Wealth Management LLC	Low $280K	$78M	278	6%
Midwest Investment Advisors, LLC	Low $220K	$59M	273	1%
Investment Advisors Group, LLC	Low $220K	$58M	259	4%
PathFinder Financial Services	Typical $390K	$97M	252	10%
The Retirement Planners, USA, LLC	Low $260K	$60M	234	3%
Financial Planning Advisors, Inc.	Very Low $170K	$37M	225	3%
Wealth Ambassadors, LLC	Low $270K	$54M	203	7%
Retirement Planning Specialists - Midwest, LLC	—	—	200	0%
Parco Wealth Management LLC	Very Low $110K	$21M	191	0%
Summer Fields Investments, LLC	Very Low $160K	$30M	186	18%
Wealth Partners Corporation	Very Low $120K	$21M	175	1%
Maciel Wealth Management	Very Low $110K	$19M	170	0%
Risley Capital Management LLC	Very High $1M	$160M	159	30%
Tax Advantage Advisors, Inc.	Typical $450K	$68M	151	11%
Robert A. Almony, Jr. LLC	—	—	150	0%
Fidelis Financial Planning, LLC	Very High $1.1M	$160M	149	40%
Stone Financial	Very Low $130K	$19M	148	1%
Saint Louis Investment Advisors Inc	Typical $490K	$71M	147	24%
Mottet Wealth	Typical $520K	$68M	130	12%
Black Financial Planning, LLC	—	—	125	0%
MacroVex Capital	Low $240K	$29M	121	80%
Deep Roots Capital	Typical $410K	$46M	111	9%
Successful Resource Management, Ltd.	Typical $390K	$43M	111	20%
Overland Park Wealth Management LLC	High $1M	$110M	108	34%
Kansas City Private Wealth Management, LLC	High $920K	$98M	107	33%
ITI Financial Management	High $890K	$94M	106	20%
Bobb Financial Incorporated	High $820K	$86M	105	25%
Virtual Investment Planning LLC	Low $230K	$23M	102	0%
Starkel Wealth Advisors, LLC	Very Low $140K	$14M	99	5%
Kilcullin Financial Life Planning, LLC	High $680K	$66M	96	64%
Beacon Financial Advisors, LLC	—	—	94	0%
Emerald Wealth Management, Inc.	Very Low $170	$15K	90	0%
Oakview Wealth Solutions LLC	Low $320K	$28M	88	13%
Capital-E-Advisors	High $870K	$76M	87	48%
Herzog Financial Group, LLC	Typical $550K	$48M	87	44%
Kam-South, LLC	High $760K	$66M	87	9%
Centorbi Financial Group, Inc.	Typical $450K	$39M	86	19%
AECH Financial	Low $290K	$24M	82	6%
Durham Wealth Management, LLC	Typical $340K	$28M	81	6%
Irish Capital LLC	Very Low $100K	$8.1M	78	10%
S.P. Parkin & Co	Very High $1.4M	$110M	75	56%
Valoir Wealth LLC	Very High $1M	$75M	72	43%
Zenith Financial Planning Inc	High $590K	$42M	72	38%
Financial Planning Partners	High $770K	$54M	71	32%
Sound Investments Inc.	Low $260K	$19M	70	0%
Kedrec LLC	Typical $490K	$34M	69	13%
Kirwan Capital	Typical $360K	$25M	69	0%
Proactive Planning Wealth Advisory	Typical $490K	$34M	69	0%
Focal Point Financial Group	Low $220K	$15M	68	24%
Lal Ltd.	Typical $490K	$32M	65	0%
CKHFinancial LLC	Very Low $42K	$2.7M	64	0%
John C. Gower, CFP, EA	—	—	64	0%
Chladek Wealth Management, LLC	Very High $1.1M	$68M	63	46%
NextGen Wealth	Very High $1M	$62M	61	52%
Comprehensive Wealth Planning, LLC	Low $220K	$13M	60	10%
Greystone Investment Advisors, Inc.	Typical $390K	$24M	60	20%
CWOS for Hire	High $760K	$45M	59	25%
Financial Planning Associates, Inc.	Typical $510K	$30M	59	34%
AtlanticMidwest Investment Research, LLC	Typical $490K	$28M	58	0%
Flattery Wealth Management LLC	Low $300K	$17M	58	5%
Prairie Ridge Asset Management, LLC	Very High $1.1M	$63M	58	28%
Premier Wealth Advisory Services, Inc.	Very Low $210K	$12M	58	0%
Alvarado & Associates, LLC	Very Low $84K	$4.7M	56	0%
Method Finance, LLC	High $980K	$55M	56	36%
Baker Capital Management	Low $280K	$15M	53	0%
Long River Investment Management LLC	Very High $1.5M	$81M	53	79%
Parke Investment Management, Inc.	High $590K	$31M	53	30%
Clarity Financial	Typical $550K	$29M	52	37%
Halyard Financial, LLC	High $630K	$33M	52	19%
Gateway Wealth Management, LLC	High $950K	$48M	51	24%
Foundations Financial Planning, LLC	High $640K	$30M	47	17%
Sawyer Capital Management	Very High $2.6M	$120M	45	33%
Terrance P Davis Cpa/Pfs	Very High $2M	$91M	45	82%
Pettibone Wealth Management, LLC	High $740K	$33M	44	27%
Wheeler Financial Planning LLC	Very Low $210K	$9.4M	44	0%
Roth Investment Management, LLC	Low $270K	$11M	42	12%
Nidhi Capital, LLC	Low $250K	$9.6M	39	0%
Osborne Global Investors, Inc.	Low $310K	$12M	39	0%
Summit Vision Financial, LLC	Very Low $150K	$6M	39	10%
Trek Wealth Planning	High $610K	$24M	39	21%
Your Financial Partnership	Low $240K	$9.2M	39	0%
Clarity Financial Planners	Very High $3.4M	$130M	38	68%
Me Financial, PLLC	Typical $440K	$17M	38	26%
State Line Wealth Management	Typical $440K	$17M	38	13%
Gargas Investments LLC	Low $240K	$8.8M	37	3%
80/20 Financial Services	High $920K	$33M	36	33%
Starkey & Associates, Inc.	High $690K	$25M	36	100%
Design Asset Management, LLC	Typical $580K	$20M	35	46%
Retirement Roots Wealth Management LLC	—	—	35	0%
P.R. Curtman Investments LLC	Typical $430K	$15M	34	9%
Dittrich Financial Group LLC	Low $300K	$9.8M	33	0%
Freedom Financial Advisors, LLC	Very High $1.1M	$37M	33	36%
BIY Financial, LLC	Low $260K	$7.7M	30	0%
Financial Management Consultants LLC	—	—	30	50%
Harrison Financial Planning	Very High $1.1M	$32M	30	40%
Main Street Investments	Low $310K	$9.3M	30	13%
Mills Barrington Advisors, LLC.	Typical $460K	$14M	30	10%
Maclura Investments	Typical $470K	$13M	29	21%
Nasche Asset Management LLC	High $710K	$21M	29	0%
Artisan Financial Planning	Very High $1M	$28M	28	32%
Baldwin Wealth Management, LLC	Very High $2.2M	$62M	28	71%
Coplanning Financial LLC	Low $300K	$8.5M	28	36%
Consolidated Asset Management, LLC	High $990K	$27M	27	19%
Heisner Financial, LLC	Very High $1.6M	$40M	26	100%
Consolidated Wealth Management	Very High $1.6M	$40M	25	100%
Integra Wealth Advisors	—	—	25	0%
New Perspective Wealth Management	Very Low $200K	$5.1M	25	0%
Peakview Strategies	Typical $400K	$10M	25	24%
1035 Capital Management LLC	Very Low $210K	$5.1M	24	0%
AIS Financial	Very Low $120K	$2.9M	24	0%
Crossroads Asset Management LLC	High $900K	$22M	24	33%
Rising Tide Wealth Advisory Solutions LLC	High $800K	$19M	24	33%
BN Investment, LLC	Very Low $210K	$4.9M	23	0%
Mobjack Investments	Very Low $60K	$1.4M	23	0%
WorthyNest LLC	High $780K	$18M	23	39%
Heffernan & Associates, Inc.	High $940K	$19M	20	35%
MVK Financial Planning, LLC	Typical $580K	$12M	20	45%
Mayfair Financial, LLC	Very High $2.6M	$49M	19	100%
Tandem Financial Guidance, LLC	High $620K	$12M	19	16%
Atomic Planning LLC	Typical $420K	$7.6M	18	22%
K-12 Planning	Low $340K	$6M	18	11%
Livingston & Associates, Ltd.	Very High $1.1M	$19M	18	39%
Bemiston Asset Management, LLC	Low $290K	$5M	17	0%
Grand Street Advisors, LLC	Typical $560K	$9M	16	19%
BlueVine Advice	Typical $360K	$5.4M	15	0%
Capital360Financial	Very Low $120K	$1.8M	15	0%
Equity Management, Inc.	High $700K	$10M	15	7%
Erickson Financial Solutions, LLC	Low $300K	$4.5M	15	0%
HFP Investments	Low $240K	$3.6M	15	0%
Krueger Asset Management, LLC	Very Low $130K	$2M	15	27%
Lamke Financial LLC	—	—	15	0%
LegaTrust Financial Advisors, Inc.	Very High $1M	$15M	15	67%
Pillar Financial Planning	Very Low $53K	$740K	14	0%
R L Capital, LLC	High $880K	$12M	14	71%
Westwood Asset Management, LLC	High $890K	$13M	14	36%
Carroll Wealth Management Inc.	Very Low $150K	$1.9M	13	15%
Dynamic Wealth LLC	Very High $2M	$26M	13	77%
In The Game Wealth Management	High $630K	$8.2M	13	23%
ProsPurpose Wealth	Low $230K	$3M	13	0%
Macro Trend, LLC	Very High $2.1M	$25M	12	25%
Sharp Wealth Management	Very High $2.9M	$35M	12	67%
Sigma Advisors, LLC	Very High $5.4M	$65M	12	92%
Michael Piper, LLC	Very Low $0	$0	11	100%
Noble Financial Advisors LLC	Typical $360K	$4M	11	0%
Armory Oak Wealth LLC	Typical $460K	$4.6M	10	0%
Generational Wealth Specialists	—	—	10	50%
Epoch Family Wealth	Very High $1.1M	$9.7M	9	100%
QuantumLeap Wealth Management, LLC	High $810K	$7.3M	9	0%
Wynne Capital Management, Incorporated	Very High $2.7M	$24M	9	100%
Adaptive Wealth Management, LLC	Very Low $150K	$1.2M	8	0%
Cratero Capital LLC	Low $260K	$2.1M	8	0%
First Class Capital	Very High $1.3M	$10M	8	50%
Generational Wealth Development	Very Low $0	$0	8	0%
Alitus Financial Services	High $690K	$4.8M	7	14%
Elite Investment Advisors, LLC	Low $340K	$2.3M	7	14%
JM Lotshaw Consulting	Very High $1.1M	$7.9M	7	14%
Weatherby Capital, LLC	Typical $350K	$2.4M	7	29%
Charles Capital	Very Low $140K	$850K	6	33%
Family Financial Planning	Very Low $0	$0	6	0%
Hill-Top Financial Planning, LLC	Typical $550K	$3.3M	6	17%
Midwest Advisors LLC	Very Low $200K	$1.2M	6	100%
Webster Wealth Management	Typical $560K	$3.3M	6	0%
Compton Advisors, LLC	Very High $1.2M	$6.1M	5	100%
Prism Capital	Very High $1.2M	$6M	5	0%
Portfolio Guide	Low $230K	$900K	4	0%
Schram, Lori	Very High $2M	$8.1M	4	0%
Peoples Savings Wealth Management LLC	Very Low $88K	$270K	3	33%
Vanda Advisers	High $580K	$1.8M	3	0%
CedarMill Financial	—	—	2	0%
Two Palms Financial	Very High $8.6M	$17M	2	0%
Fee-Only Financial Services LLC	Very Low $0	$0	1	0%
Money Consultants Advisory, Inc.	Very High $2M	$2M	1	0%
Tiburon Capital Advisors LLC	Very Low $25K	$25K	1	100%
Vance Financial Planning	—	—	1	0%
Bonifacio & Company, LLC	—	—	—	—
Brandsma Capital LLC	—	—	—	—
Building Wealth Financial Advisory LLC	—	$0	—	—
Chase Wealth Management	—	—	—	—
Ed Douglas	—	—	—	—
Gateway Advisors, LLC	—	—	—	—
Haven Wealth Planning	—	$15K	—	—
Island Insight Wealth LLC	—	$0	—	—
JKD Financial	—	—	—	—
Jones & Co. Wealth Advisory	—	—	—	—
Kintail Advisors	—	$0	—	—
Mitchell Kramer Advisors LLC	—	—	—	—
Opine Financial Advisors	—	$0	—	—
Titan Wealth Advisory, LLC	—	—	—	—
Transcendent Investment Advisors, LLC	—	$0	—	—
Yu Financial Advice, LLC	—	—	—	—

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