AUM per client for Independent firms serving clients in Nevada

Independent firms active in Nevada 119 firms
Very Low $72K-$190K
Low $190K-$330K
Typical $330K-$600K
High $600K-$1.1M
Very High $1.1M-$2.9M
5th 20th 40th 60th 80th 95th

Median: $500K

Firm
AUM/client
AUM
Clients
HNW client %
Crinite Financial Strategies logo Crinite Financial Strategies
Very Low $150K
$60M
405
0%
C2C Wealth Management, LLC logo C2C Wealth Management, LLC
Typical $550K
$180M
324
17%
NuWealth Advisors, LLC
Very Low $120K
$32M
260
6%
CDFinancial logo CDFinancial
Typical $350K
$86M
249
6%
Financial Planning Advisors, Inc. logo Financial Planning Advisors, Inc.
Very Low $170K
$37M
225
3%
Sentinel Wealth Strategies
Very Low $180K
$40M
220
0%
Ascend Wealth Management LLC logo Ascend Wealth Management LLC
Very Low $150K
$33M
216
1%
Thoughtful Money LLC logo Thoughtful Money LLC
Very Low $0
$0
187
0%
KMI Wealth Advisors logo KMI Wealth Advisors
Low $270K
$50M
186
4%
Legacy Cornerstone Wealth LLC logo Legacy Cornerstone Wealth LLC
Very Low $120K
$22M
181
0%
Pembroke Asset Advisors, LLC logo Pembroke Asset Advisors, LLC
Low $300K
$51M
168
15%
RJJ Pasadena Securities, Inc.
High $660K
$110M
165
35%
JHP Planning, LLC logo JHP Planning, LLC
Typical $600K
$87M
145
19%
Palermo Wealth Management, LLC
High $750K
$96M
129
16%
Paradigm Capital Management logo Paradigm Capital Management
Very High $1.4M
$170M
125
56%
CSLA Financial Inc logo CSLA Financial Inc
Very Low $62K
$7.5M
122
0%
Mountain View Financial Advisors logo Mountain View Financial Advisors
High $600K
$68M
113
19%
Legacy & Wealth Financial Advisors logo Legacy & Wealth Financial Advisors
Typical $530K
$59M
112
13%
Perpetual Capital Advisors, LLC logo Perpetual Capital Advisors, LLC
Low $220K
$25M
111
11%
Vivuto, LLC logo Vivuto, LLC
Very Low $73K
$8.1M
111
0%
Columbia Benefits, LLC logo Columbia Benefits, LLC
High $880K
$95M
109
44%
Boyd Investment Services
Typical $500K
$53M
106
20%
Straight Line Investment Group, LLC
Typical $540K
$57M
106
22%
Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors logo Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors
101
0%
Capital Management Analytics logo Capital Management Analytics
Low $310K
$31M
99
36%
Sierra Nevada Wealth Management, LLC logo Sierra Nevada Wealth Management, LLC
Low $210K
$21M
99
0%
Atlas Peak Advisors, Inc. logo Atlas Peak Advisors, Inc.
High $920K
$86M
94
22%
Foothills Capital Management, LLC
Low $280K
$25M
90
11%
Conway Partners logo Conway Partners
Very High $1.8M
$140M
81
86%
Prakash Investment Advisors LLC
Very High $1.9M
$150M
80
76%
Monocot Wealth Management, LLC logo Monocot Wealth Management, LLC
High $840K
$65M
78
44%
NTACT Retirement Solutions logo NTACT Retirement Solutions
Typical $390K
$29M
75
13%
Encompass Financial Planning logo Encompass Financial Planning
Typical $400K
$30M
74
9%
McCurdy Financial Solutions logo McCurdy Financial Solutions
Typical $360K
$27M
74
26%
Squires Law & Squires Investments, LLC logo Squires Law & Squires Investments, LLC
Very High $1.3M
$93M
71
100%
Strategic Portfolio Advisors
High $1M
$70M
69
25%
Whiterock Financial, LLC logo Whiterock Financial, LLC
Typical $390K
$27M
69
23%
Retirement Wealth Center Inc logo Retirement Wealth Center Inc
Typical $470K
$31M
66
36%
Lal Ltd.
Typical $490K
$32M
65
0%
Silver Anchor Financial, LLC logo Silver Anchor Financial, LLC
Typical $400K
$25M
63
22%
Bray Capital Group LLC logo Bray Capital Group LLC
Very Low $33K
$2M
61
0%
Vomund Investment Management, LLC logo Vomund Investment Management, LLC
High $1M
$63M
61
46%
G&S Wealth Management LLC
Very Low $130K
$7.9M
59
0%
MFA Global Consulting Group LLC logo MFA Global Consulting Group LLC
Very Low $8.6K
$500K
58
0%
Forthright Finances LLC logo Forthright Finances LLC
Typical $530K
$29M
54
0%
Compass Financial, LLC logo Compass Financial, LLC
Low $260K
$14M
53
9%
Stryker Financial logo Stryker Financial
Low $240K
$16M
53
11%
Firmament Financial logo Firmament Financial
Typical $600K
$31M
52
21%
A to Z Asset Advisors, LLC logo A to Z Asset Advisors, LLC
Low $330K
$16M
48
6%
Ruesoff Asset Management LLC logo Ruesoff Asset Management LLC
High $790K
$38M
48
19%
Dogwood Capital Management logo Dogwood Capital Management
High $1M
$46M
45
58%
Randolph & Associates, LLC
Low $250K
$11M
45
11%
Sullivan Capital Management logo Sullivan Capital Management
Typical $580K
$26M
44
59%
Cadger Tax and Financial Inc. logo Cadger Tax and Financial Inc.
Low $270K
$12M
43
5%
Trident Capital Advisors, LLC logo Trident Capital Advisors, LLC
High $980K
$42M
43
28%
Alpine Asset Management logo Alpine Asset Management
Very High $1.3M
$52M
41
56%
Buff Your Finances logo Buff Your Finances
Low $240K
$9.9M
41
5%
Cubed Systems
Very High $1.5M
$59M
40
50%
Ignis Capital Advisors LLC logo Ignis Capital Advisors LLC
Very Low $150K
$6.1M
40
0%
MW Investment Advisor, LLC logo MW Investment Advisor, LLC
High $870K
$33M
38
0%
InvestiFI Wealth Management LLC logo InvestiFI Wealth Management LLC
Very Low $100K
$3.8M
36
0%
Infinity Wealth Coaching, LLC logo Infinity Wealth Coaching, LLC
Very Low $190K
$6.6M
35
0%
Artience Capital Management, LLC logo Artience Capital Management, LLC
Very High $4.3M
$150M
34
65%
CSW Partners, LLC
34
0%
Cgr Financial logo Cgr Financial
Very Low $160K
$5.3M
33
15%
Purposeful Planning logo Purposeful Planning
High $750K
$25M
33
52%
Rader Wealth Management LLC
Typical $570K
$19M
33
18%
Edgemont Investment Management, LLC logo Edgemont Investment Management, LLC
Very High $1.7M
$55M
32
63%
Klaraos, LLC logo Klaraos, LLC
Low $320K
$9.5M
30
47%
Managed Wealth Advantage, LLC logo Managed Wealth Advantage, LLC
30
0%
YH&C Investments Inc. logo YH&C Investments Inc.
High $670K
$19M
29
55%
Gajardo Wealth Management LLC logo Gajardo Wealth Management LLC
Low $260K
$7.2M
28
14%
Heinz Global Asset Management, Inc.
High $1.1M
$31M
28
100%
Ulta Wealth Management, LLC logo Ulta Wealth Management, LLC
Very High $5.4M
$150M
27
89%
Avalon Wealth Partners logo Avalon Wealth Partners
Low $310K
$8.1M
26
0%
Caleb Lawrence Registered Investment Adviser Inc. logo Caleb Lawrence Registered Investment Adviser Inc.
Low $230K
$6M
26
0%
Western Level Advisors LLC logo Western Level Advisors LLC
High $750K
$18M
24
21%
Cadenza Financial Planning logo Cadenza Financial Planning
Low $300K
$6.2M
21
0%
Softwealth logo Softwealth
High $710K
$15M
21
67%
GSP Financial Strategies logo GSP Financial Strategies
Typical $410K
$8.2M
20
10%
Darby Wealth Planning LLC logo Darby Wealth Planning LLC
Very High $1.4M
$27M
19
37%
DNA Financial logo DNA Financial
Very Low $67K
$1.3M
19
0%
Pilot Wealth Strategies logo Pilot Wealth Strategies
Low $190K
$3.7M
19
5%
Planned Security Advisors LLC logo Planned Security Advisors LLC
Low $200K
$3.2M
16
6%
Deeringer Wealth Management, LLC logo Deeringer Wealth Management, LLC
Very High $2.6M
$40M
15
80%
Houssels Capital Management, LLC
Very High $3.7M
$51M
14
86%
ERK Wealth Advisors, LLC
Low $260K
$3.3M
13
46%
Wealth in Yourself LLC logo Wealth in Yourself LLC
Low $270K
$3.5M
13
8%
Wealth Team LLC logo Wealth Team LLC
Very Low $110K
$1.4M
13
23%
Alta Financial Group logo Alta Financial Group
Typical $500K
$6M
12
25%
Desert Capital Advisors, LLC logo Desert Capital Advisors, LLC
Very High $6.8M
$82M
12
67%
MLD Investment Advisory, Inc.
Very High $1.6M
$19M
12
100%
Private Wealth Management LLC
Very High $11M
$130M
12
67%
Spirit Investment Advisors logo Spirit Investment Advisors
Very High $1.8M
$21M
12
100%
Just Advisors logo Just Advisors
Very Low $180K
$2M
11
73%
Michael Mellberg Investment Advisor logo Michael Mellberg Investment Advisor
High $610K
$6.7M
11
18%
PivotPoint Advisors, LLC logo PivotPoint Advisors, LLC
Very Low $76K
$840K
11
0%
Sterling Wealth Management logo Sterling Wealth Management
Very High $2.8M
$31M
11
55%
Cornerstone Financial Advisors Ltd. logo Cornerstone Financial Advisors Ltd.
High $640K
$6.4M
10
0%
Discretionary Inc. logo Discretionary Inc.
Very Low $140K
$1.4M
10
0%
Smith, Blair
Typical $600K
$6M
10
0%
Echo Wealth Partners logo Echo Wealth Partners
High $930K
$8.4M
9
89%
FD Ball Investment Advisors, LLC
Low $200K
$1.8M
9
0%
Herrington Investment Solutions logo Herrington Investment Solutions
High $700K
$5.6M
8
75%
Motta Wealth Management LLC
Very Low $50K
$400K
8
0%
Oresund Capital LLC
Very High $2.1M
$17M
8
100%
Clarity Council Financial, LLC logo Clarity Council Financial, LLC
7
0%
Fraser Asset Management logo Fraser Asset Management
Typical $520K
$3.6M
7
100%
Interval Capital Management, LLC logo Interval Capital Management, LLC
Very High $1.2M
$7.1M
6
100%
SG Financial Group, LLC
Typical $430K
$2.6M
6
0%
Wolf Pack Wealth logo Wolf Pack Wealth
Low $190K
$1.1M
6
0%
Concordia Capital LLC logo Concordia Capital LLC
Very Low $76K
$380K
5
20%
Kaitz Investments Inc.
Typical $410K
$2.1M
5
100%
Oceanair Wealth logo Oceanair Wealth
Very Low $97K
$490K
5
40%
Secondwind Asset Management LLC
Very High $1.5M
$5.8M
4
100%
Wise Wealth Solutions, LLC logo Wise Wealth Solutions, LLC
Very High $1.2M
$4.8M
4
25%
Options Best Financial
Very High $1.2M
$3.5M
3
100%
Red Rock Capital Management LLC logo Red Rock Capital Management LLC
Low $250K
$750K
3
0%
Hatchet Financial, LLC
High $610K
$1.2M
2
50%
La Loma Capital
High $950K
$1.9M
2
100%
Nomad Financial logo Nomad Financial
Very High $1.9M
$3.9M
2
0%
Panthera Capital LLC logo Panthera Capital LLC
High $720K
$1.4M
2
100%
Bird Spring Financial LLC logo Bird Spring Financial LLC
1
0%
Hawken Wealth Management
Very High $3.5M
$3.5M
1
0%
Ashcroft Green Advisors, LLC logo Ashcroft Green Advisors, LLC
$0
Brinker Asset Management
$360K
ClearPath Investment, LLC
Ensourceful, Inc. logo Ensourceful, Inc.
$0
Financial Fitness
$0
GAO Investments logo GAO Investments
Harvest Wealth Design & Management, LLC
$2M
H.S. Financial, Inc. logo H.S. Financial, Inc.
Kingston Financial Services
Legacy Wealth Group logo Legacy Wealth Group
Maierhofer Wealth logo Maierhofer Wealth
McKinney-X LLC
$0
Navigator Wealth Advisors
$0
NLRK LLC dba Newbean Capital LLC logo NLRK LLC dba Newbean Capital LLC
Oak Bay Financial, LLC
Patrick J. Keating Investment Management, LLC
$1.8M
Powerhouse Financial Advisors, Inc. logo Powerhouse Financial Advisors, Inc.
$97M
256
Sagebrush Wealth Partners logo Sagebrush Wealth Partners
Thrive Wise Wealth logo Thrive Wise Wealth
Trica Wealth Planning, LLC logo Trica Wealth Planning, LLC
Virtuoso Wealth Management logo Virtuoso Wealth Management
$220K
Winder Wealth Management LLC logo Winder Wealth Management LLC
Winston Wealth Strategies, LLC
$1.5M
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