AUM per client for Independent firms serving clients in Montana

Independent firms active in Montana 47 firms
Very Low $100K-$250K
Low $250K-$510K
Typical $510K-$710K
High $710K-$1.2M
Very High $1.2M-$2.7M
5th 20th 40th 60th 80th 95th

Median: $590K

Firm
AUM/client
AUM
Clients
HNW client %
406 Pm logo 406 Pm
$0
Firetower Advisors logo Firetower Advisors
$24K
Golden Thread Collaborative, LLC logo Golden Thread Collaborative, LLC
Lifeproof Financial LLC logo Lifeproof Financial LLC
$2
MoneySense LLC logo MoneySense LLC
Switchbacks Capital Advisory, LLC logo Switchbacks Capital Advisory, LLC
TTG Financial Services, Inc. logo TTG Financial Services, Inc.
Bow Stream Investments LLC
Very High $2.1M
$10M
5
100%
Eagle Spirit Investments Consulting, Inc. logo Eagle Spirit Investments Consulting, Inc.
High $1.2M
$5.8M
5
100%
Wyndfall Financial Inc logo Wyndfall Financial Inc
Low $430K
$2.1M
5
0%
Noisy Creek Capital
Very High $3.2M
$19M
6
0%
Pathfinder Wealth Advisors, LLC logo Pathfinder Wealth Advisors, LLC
Very High $3M
$21M
7
100%
Encore 401K, LLC logo Encore 401K, LLC
Very High $1.7M
$13M
8
0%
Larsen Financial Services
Typical $620K
$4.9M
8
0%
Pinecrest Advisors logo Pinecrest Advisors
Low $410K
$4.1M
10
20%
Entrusted Wealth logo Entrusted Wealth
Typical $630K
$7.5M
12
0%
Hansen Wealth Management
Very High $7.9M
$94M
12
100%
H R Financial Services, Inc.
Very High $1.2M
$16M
13
77%
Watson House Investment Management, LLC logo Watson House Investment Management, LLC
Very High $1.4M
$20M
14
64%
KTE Capital Management, LLC
Typical $680K
$11M
16
38%
Aviator Wealth Group logo Aviator Wealth Group
Typical $570K
$10M
18
33%
Optima Capital Management logo Optima Capital Management
Very High $1.9M
$37M
19
37%
Quarterpoint
Very Low $76K
$1.6M
21
0%
Group W Investment Management LLC logo Group W Investment Management LLC
High $950K
$21M
22
64%
Kipling & Co.
Low $270K
$5.9M
22
0%
Yellowstone Investment Planners, Inc.
Low $500K
$11M
22
0%
Dividends & More
High $770K
$20M
26
0%
EDR Investment Advisors, LLC logo EDR Investment Advisors, LLC
Very Low $150K
$4M
27
0%
Off the Beaten Path Financial logo Off the Beaten Path Financial
Very Low $210K
$6.1M
29
0%
Advanced Practice Planning, LLC logo Advanced Practice Planning, LLC
Very Low $210K
$6.4M
30
13%
TheMoneyMD.com, LLC logo TheMoneyMD.com, LLC
Low $410K
$13M
31
10%
Quinn Capital LLC logo Quinn Capital LLC
Typical $680K
$24M
35
29%
GlacierWealth logo GlacierWealth
High $770K
$32M
41
78%
Montana Investment Advisors Inc
High $1.2M
$49M
41
56%
Inukshuk Investments, LLC logo Inukshuk Investments, LLC
Low $410K
$18M
45
16%
Solid Rock Wealth Management logo Solid Rock Wealth Management
High $940K
$44M
47
51%
Springbrook Financial, LLC logo Springbrook Financial, LLC
Typical $580K
$27M
47
15%
Clearstone Wealth Management, LLC logo Clearstone Wealth Management, LLC
Typical $580K
$30M
51
43%
Mccormick Financial Advisors, LLC logo Mccormick Financial Advisors, LLC
Very High $1.6M
$84M
52
48%
Platler Capital Management LLC
Typical $530K
$28M
53
15%
JCG Advisory Group, LLC logo JCG Advisory Group, LLC
Typical $590K
$32M
55
24%
Ascent Wealth Management logo Ascent Wealth Management
High $900K
$54M
60
47%
James C Wangerin, CPA/PFS
Very Low $84K
$5.2M
61
0%
Stapleton Financial Group
Very Low $240K
$16M
66
9%
Arkell Asset Management, LLC logo Arkell Asset Management, LLC
High $1.1M
$75M
71
39%
Sapphire Financial Strategies, L.L.C.
Very Low $230K
$18M
77
3%
Royal Palms Capital, LLC logo Royal Palms Capital, LLC
Very High $1.4M
$120M
87
38%
Bibler Financial Group
Low $450K
$49M
110
0%
Glacier Investment Management logo Glacier Investment Management
Low $310K
$36M
114
10%
CSLA Financial Inc logo CSLA Financial Inc
Very Low $62K
$7.5M
122
0%
Wildrye Financial logo Wildrye Financial
High $740K
$90M
122
38%
Diamond Investment Management Services, LLC
Very Low $200K
$25M
126
10%
Integrated Financial Management, LLC logo Integrated Financial Management, LLC
Low $410K
$61M
148
7%
Sentinel Wealth Strategies
Very Low $180K
$40M
220
0%
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