AUM per client for Independent firms serving clients in South Dakota

Independent firms active in South Dakota 27 firms

Very Low $28K-$110K

Low $110K-$250K

Typical $250K-$410K

High $410K-$870K

Very High $870K-$1.2M

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

Median: $390K

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Firm	AUM/client	AUM	Clients	HNW client %
Alternative Strategies Group, Inc.	Very Low $110K	$74M	687	10%
Hyline Wealth	High $420K	$81M	194	53%
Thompson Private Wealth	Typical $390K	$74M	189	79%
Applied Financial Wisdom	High $860K	$130M	151	1%
Midwest Financial Strategies	Typical $390K	$39M	102	19%
Stkeros Financial Planning, LLC	Very Low $0	$0	100	30%
Iron Mountain Financial Planning	High $610K	$42M	69	20%
Intelligent Investments	Typical $260K	$17M	66	3%
Opportunity Investment Group, LLC	Very High $1M	$62M	60	28%
Pathway Investments, LLC	Low $110K	$5.5M	49	37%
Skinner Financial Services	Very Low $100K	$4.9M	47	9%
Birch Investment Management, LLC	High $500K	$23M	46	24%
Priority Investment Services, LLC	High $440K	$20M	45	9%
TDT Financial Inc	Very High $1.3M	$45M	35	54%
Delphi Value Investments, LLC	Low $140K	$4.5M	33	27%
Dornbusch Asset Management	Very Low $74K	$2.4M	32	0%
Soaring Investment Management, LLC	Very Low $48K	$1.5M	32	0%
TheMoneyMD.com, LLC	Typical $410K	$13M	31	10%
Avalon Financial LLC	Low $150K	$4.3M	28	0%
Trew Advisors, LLC	Very High $1.1M	$29M	26	15%
Ortman Finances, LLC	Very Low $19K	$460K	24	8%
Optimum Wealth Management, LLC	Very High $870K	$18M	21	24%
Klocker Investment Advisers	Low $120K	$2.4M	20	30%
Adrionic Technologies LLC	Very High $970K	$13M	13	8%
Castellum Capital Management LLC	Low $240K	$2.8M	12	75%
Shidoosh Wealth Management LLC	Very High $1.4M	$12M	9	22%
Spar Wealth Management LLC	Typical $370K	$2.2M	6	33%
Lapistone Advisors LLC	—	—	—	—
Malcolm Capital Management LLC	—	$210K	—	—
Tallgrass Wealth Management, Inc.	—	$0	—	—
Wealthier Way, LLC	—	$3.3M	—	—

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