AUM per client for Independent firms serving clients in Oklahoma

Independent firms active in Oklahoma 71 firms

Very Low $30K-$170K

Low $170K-$250K

Typical $250K-$430K

High $430K-$830K

Very High $830K-$2M

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

Median: $270K

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Firm	AUM/client	AUM	Clients	HNW client %
Access Advisory Group LLC	Very Low $110K	$38M	348	1%
Fleischer & Johnson Wealth Management, Inc.	High $440K	$100M	232	9%
Maxwell and Morse Capital Management, Inc.	Low $230K	$44M	187	12%
TRAC Wealth Management, Inc	Very Low $74K	$12M	157	1%
Arrow Investment Management LLC	Typical $390K	$58M	149	9%
Conkin Financial Group, Inc.	Typical $250K	$35M	139	0%
Thompson Financial Transitions Inc.	Typical $360K	$47M	129	9%
OK401K, Inc.	Very Low $140K	$18M	128	0%
CONE Wealth Management	Low $220K	$28M	124	3%
CSLA Financial Inc	Very Low $62K	$7.5M	122	0%
Signal Research Group LLC	Low $170K	$18M	104	10%
Wealth Advisors, L.L.C.	Typical $260K	$27M	103	30%
Sandman Wealth Management	Low $190K	$19M	101	3%
Comprehensive Financial Planning Inc	Very High $1.8M	$180M	100	7%
FBS Securities	High $430K	$42M	97	19%
C.E.C. Wealth Management	High $620K	$59M	95	32%
CF Financial	High $600K	$54M	89	42%
John H Taylor, LLC	Low $190K	$17M	88	0%
Servo Wealth Management LLC	Very High $1.8M	$150M	87	49%
Vision Tech Financial Advisors	Typical $360K	$28M	78	12%
WTO Advisors, LLC	Very High $1M	$79M	78	18%
DRW Financial	Very High $830K	$62M	74	28%
Intelligent Investments	Typical $260K	$17M	66	3%
Step by Step Financial, LLC	Very High $860K	$57M	66	24%
Ball Investments Corporation	Very Low $63K	$4M	63	0%
Auxarc Asset Management Company	Low $190K	$11M	57	5%
Entrust Parable Capital, LLC	High $600K	$32M	53	28%
Buchanan Capital Management, LLC	High $520K	$26M	50	24%
Esoteric Wealth Partners LLC	Typical $370K	$18M	49	22%
Snowcap Financial	Low $240K	$11M	45	0%
Corley Capital LLC	High $450K	$20M	44	0%
Stillwater Financial	High $810K	$34M	42	12%
Cowan Financial Services, LLC	Typical $270K	$11M	41	54%
Milestone Wealth Strategies	Low $200K	$8M	41	7%
Turrentine Financial Services LLC	Typical $250K	$9.9M	39	5%
Greater Works Wealth	Typical $250K	$9.6M	38	0%
Styled Wealth	Low $220K	$7.9M	36	0%
Fg Wealth Management	Typical $430K	$14M	33	30%
Pismo Pacific Financial Services, LLC	High $520K	$17M	32	6%
Stroud Investment Consulting	Very High $1.9M	$55M	29	45%
Aspen Wealth Planners LLC	Very High $1.2M	$35M	28	43%
Baldwin Financial, LLC	Low $200K	$5.5M	28	71%
Winston & Company, Inc.	Very High $1.6M	$43M	27	41%
Sweeney Asset Management, LLC	Very High $1.1M	$29M	26	77%
The Buffalo Financial Group LLC	High $650K	$17M	26	23%
Zelus Wealth Management	Very Low $77K	$2M	26	0%
McCloud Advisory Services LLC	Very Low $0	$0	25	0%
Collective Wealth, LLC	Typical $380K	$9.2M	24	0%
Cornell Capital Group, LLC	—	—	23	0%
Caliber Wealth Advisory	Very High $1.1M	$24M	21	38%
Valendo Private Asset Management, Inc.	Very High $2.2M	$40M	18	72%
Freeman Global Investment Counsel	High $820K	$14M	17	47%
Integra Private Wealth Management, LLC	Very High $4.4M	$66M	15	100%
CC Investment Advisors, Inc.	Low $210K	$2.7M	13	0%
Invictus Investment Advisors	Very Low $7.7K	$100K	13	0%
Midwest Financial Management, LLC	Low $210K	$2.7M	13	8%
SAGE Portfolio Management LLC	Typical $270K	$3.5M	13	100%
Trilogy Financial Solutions	Very Low $120K	$1.6M	13	0%
Future U Financial Inc.	Very Low $1	$13	12	58%
Integrated Planning Strategies, LLC	Very High $1.2M	$12M	10	60%
Michael Waters Investment Advisers LLC	Typical $260K	$2.4M	9	0%
Dominion Capital Management, LLC	Low $230K	$1.4M	6	0%
Hughes Capital Management, LLC	High $450K	$2.7M	6	0%
Lodestar Asset Management LLC	High $620K	$3.7M	6	0%
VOX Financial Planning	Very Low $75K	$450K	6	0%
Flatlands Wealth LLC	High $500K	$2.5M	5	20%
Family Faith & Finance Asset Management	Low $240K	$970K	4	25%
Uisonet	Very Low $140K	$550K	4	0%
Bollinger Financial Advisory, Inc.	Very Low $0	$0	2	0%
Gibbens Capital Management	Very High $7.8M	$16M	2	100%
Servant Wealth Management, LLC	Very High $2.2M	$4.4M	2	100%
Triunity Financial Planning, LLC	Very Low $53K	$110K	2	0%
Axion Capital Markets, LLC	—	$0	—	—
Belle Isle Advisors	—	$0	—	—
Blessed Financial Investments, LLC	—	$0	—	—
Cima Sports & Wealth Management Inc	—	$0	—	—
Empower Financial Advisors, LLC	—	$2.6M	—	—
Ideal Financial Planning	—	—	—	—
Infinity Private Wealth	—	—	—	—
Jolly, Robin K	—	—	—	—
Northpoint Wealth Financial Services, LLC	—	$2M	—	—
Realm Financial Planning	—	$190K	—	—
Render Financial, LLC	—	$1.6M	—	—
Rulicent	—	—	—	—
Safranek And Associates, LLC	—	—	—	—
Schreier Financial, LLC	—	$590K	—	—

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