AUM per client for Independent firms serving clients in Nebraska

Independent firms active in Nebraska 44 firms

Very Low $85K-$140K

Low $140K-$230K

Typical $230K-$410K

High $410K-$680K

Very High $680K-$1.8M

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

Median: $340K

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Firm	AUM/client	AUM	Clients	HNW client %
Barrett FP LLC	—	$0	—	—
Camston Asset Management, LLC	—	$910K	—	—
Canvas Retirement Planning LLC	—	$2.4M	—	—
Fair Winds Financial Planning	—	—	—	—
Midwest Value Planning	—	$0	—	—
Moat Capital	—	—	—	—
Open Prairie Wealth Management	—	—	—	—
Your Everyday ROI	—	—	—	—
Legacy Estate Planning Group, Inc.	—	—	5	0%
Charles Capital	Very Low $140K	$850K	6	33%
Family Financial Planning	Very Low $0	$0	6	0%
Spar Wealth Management LLC	Typical $370K	$2.2M	6	33%
First Class Wealth Management LLC	High $600K	$5.4M	9	11%
Find Your FI	—	—	11	0%
Primus Wealth Advisors LLC	Very High $2.6M	$28M	11	45%
Executive Wealth Partners	Very High $1.3M	$18M	14	43%
WelsPire LLC	Very High $1.9M	$26M	14	64%
Gompert Financial	High $490K	$7.4M	15	0%
McTaggart Capital, LLC	Very Low $140K	$2.1M	15	0%
P23 Financial, Inc	—	—	15	0%
Thomas Jackson Family Office, Inc.	—	—	15	0%
TRJ Wealth Management, Inc.	Very Low $130K	$2.4M	18	0%
Kaizen Wealth Advisors, LLC	—	—	20	0%
WealthMark	Very High $910K	$18M	20	15%
ARC Element Wealth Design	Very High $1.4M	$30M	21	48%
Kompass Financial Advisors, Inc.	High $430K	$8.9M	21	5%
Optimum Wealth Management, LLC	Very High $870K	$18M	21	24%
Reserve Wealth Planning	Low $160K	$3.4M	21	5%
The Commonwealth Group LLC	Typical $390K	$8.3M	21	0%
Turner Financial	Low $210K	$4.3M	21	5%
Brokerage Specialists	—	—	25	0%
MJB Financial Planning	Very High $2.4M	$60M	25	80%
AlphaOmega Wealth Management, LLC	Very High $780K	$20M	26	23%
Well Advised, LLC	Low $200K	$6M	30	0%
Doctors Family Office LLC	—	—	31	0%
Longview Investment Management LLC	Typical $250K	$8.5M	34	21%
ECHO Financial LLC	Very Low $79K	$2.8M	36	25%
ILS Financial, LLC	Typical $290K	$11M	39	82%
Maxus Wealth Management LLC	Low $150K	$5.8M	40	15%
Plains Advisory LLC	High $560K	$29M	52	15%
Liberty Advisers Inc.	Typical $330K	$20M	61	13%
Abboud Financial Planning, Inc.	Typical $400K	$25M	62	6%
Highball Advisors	Very High $1.2M	$72M	62	0%
Kirwan Capital	Typical $360K	$25M	69	0%
JB Financial Services, Inc.	High $520K	$37M	71	15%
Tringle Jr., John R.	Low $180K	$14M	74	8%
Evergreen Capital Management Inc	Low $160K	$12M	75	0%
Winten Investment Partners, LLC	Low $230K	$17M	76	3%
Brilliant Financial Advisors LLC	Very Low $81K	$7M	86	0%
Schenkelberg Investments, LLC	High $620K	$60M	96	15%
Starkel Wealth Advisors, LLC	Very Low $140K	$14M	99	5%
Virtual Investment Planning LLC	Typical $230K	$23M	102	0%
Foy Financial Services, Inc.	High $560K	$58M	104	16%
Spelts Wealth Management, Inc.	High $410K	$75M	181	7%
Retirement Planning Specialists - Midwest, LLC	—	—	200	0%
AFSC Advisors, Inc	Low $180K	$37M	207	29%
SPIEHS Wealth Management, Inc.	Very Low $110K	$32M	287	16%
Intentional Retirement, LLC	High $510K	$150M	288	26%
Planvest, LLC	Low $150K	$45M	298	16%
Alternative Strategies Group, Inc.	Very Low $110K	$74M	687	10%

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