AUM per client for Independent firms serving clients in Texas

Independent firms active in Texas 2,408 firms

Very Low $51K-$220K

Low $220K-$440K

Typical $440K-$740K

High $740K-$1.3M

Very High $1.3M-$2.8M

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

Median: $580K

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Firm	AUM/client	AUM	Clients	HNW client %
GranderSon Wealth Management Group Inc	Very Low $100K	$25M	239	7%
Skiver Investment Services	Very Low $110K	$27M	239	4%
The Hajdari Group, LLC	Typical $540K	$130M	241	20%
Cortez Wealth Advisors LLC	—	—	248	0%
CDFinancial	Low $350K	$86M	249	6%
Setchfield Asset Management	High $770K	$190M	250	20%
PathFinder Financial Services	Low $390K	$97M	252	10%
The Brock Group, LLC	Low $370K	$94M	253	13%
Nautilus Financial Group, Inc.	Low $260K	$66M	256	5%
Fuerst Financial Group, Inc.	Low $360K	$93M	259	10%
Investment Advisors Group, LLC	Very Low $220K	$58M	259	4%
Thompson Investment Advisors	Very Low $220K	$57M	259	4%
NuWealth Advisors, LLC	Very Low $120K	$32M	260	6%
Wealth Management Partners LLC	Low $250K	$64M	260	7%
Lightedway Advisory Services, Inc.	Low $420K	$110M	267	75%
DPCM	Low $290K	$77M	270	19%
Fletching Arrows Wealth Management LLC	Very Low $160K	$43M	276	5%
Fortis Portfolio Solutions, LLC	Typical $510K	$140M	276	100%
Smart Steps Wealth Management LLC	Low $280K	$78M	278	6%
Crosspoint Financial, LLC	Typical $560K	$160M	282	41%
The Capital Group	Very Low $200K	$57M	282	2%
Invictus Timing Service Ltd	Low $360K	$100M	286	12%
SPIEHS Wealth Management, Inc.	Very Low $110K	$32M	287	16%
Allen Financial Management	Low $420K	$120M	288	13%
Intentional Retirement, LLC	Typical $510K	$150M	288	26%
Wallender, Timothy Joseph	Typical $480K	$140M	289	11%
Waller Wealth Management, LLC	Low $240K	$71M	290	0%
Schaefer Wealth Management, Inc.	Low $270K	$79M	296	0%
Planvest, LLC	Very Low $150K	$45M	298	16%
Commoncents Wealth Advisors, LLC	Very Low $79K	$24M	299	0%
Structured Investment Advisors, LLC	Low $300K	$89M	299	24%
Western States Investments	—	—	300	0%
Bonfanti Investment Services, LLC	Very Low $220K	$65M	301	11%
East Guilford Financial Services LLC	Typical $640K	$190M	301	18%
B P Financial Associates, LLC	Very Low $180K	$56M	304	4%
FORM Prosperity Wealth Advisors, LLC	Low $370K	$110M	306	11%
Shankland Financial Advisors, LLC	Low $290K	$88M	308	12%
Equinox Financial Advisors, Inc.	Low $340K	$100M	310	12%
Stages Planning Group, LLC	Low $290K	$93M	322	10%
AZ Legacy Wealth LLC	Very Low $180K	$60M	330	3%
R. Kent Harris and Associates, Ltd.	Very Low $190K	$63M	337	6%
Honor Wealth Management, LLC	Very Low $160K	$55M	338	1%
J. Freeman & Associates	Low $410K	$140M	345	13%
Access Advisory Group LLC	Very Low $110K	$38M	348	1%
The W & W Group LLC	Very Low $83K	$29M	353	3%
Lighthouse Financial & Consulting Services, LLC	Very Low $94K	$34M	359	1%
O'BRYANT & ASSOCIATES, Inc.	—	—	359	0%
Ever Green Wealth Management, LLC	Very Low $220K	$80M	363	3%
Investment Capital Advisors	Low $290K	$110M	373	22%
Worldwide Capital Advisors, LLC	Very Low $220K	$84M	380	8%
Flight Line Financial, LLC	Very Low $0	$0	393	68%
Hart Financial, LLC	Very Low $180K	$77M	418	4%
Zendamentals	Low $380K	$160M	424	8%
Wasi	Very Low $140K	$59M	429	0%
Applied Capital Management, LLC	—	—	500	0%
New Street Advisors Group LLC	Very Low $30K	$15M	510	0%
The Pilot's Advisor, LLC	—	—	530	0%
HDA Wealth Management, LLC	Low $290K	$160M	540	7%
Steward Financial Services, LLC	Very Low $110K	$62M	543	2%
Spirit West Advisors, LLC	Very Low $200K	$110M	566	4%
Manna Wealth Management	Low $230K	$140M	614	5%
Toams Financial	Very Low $180K	$110M	620	5%
Clarion Advisors Inc.	Very Low $210K	$130M	632	4%
Alternative Strategies Group, Inc.	Very Low $110K	$74M	687	10%

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