AUM per client for Independent firms serving clients in Utah

Independent firms active in Utah 107 firms
Very Low $32K-$150K
Low $150K-$250K
Typical $250K-$520K
High $520K-$900K
Very High $900K-$2.3M
5th 20th 40th 60th 80th 95th

Median: $370K

Firm
AUM/client
AUM
Clients
HNW client %
B6 Capital logo B6 Capital
Colab Capital logo Colab Capital
$1.4M
Dance Investment Partners, LLC logo Dance Investment Partners, LLC
$0
Galleon Wealth Advisors LLC
Harvest Lane Investment Partners, LLC logo Harvest Lane Investment Partners, LLC
Lakeshire Financial logo Lakeshire Financial
$0
Narstar logo Narstar
Nimble Investment Advisors LLC
$0
Optimal Investment Performance, LLC
Parkview Investments LLC
Peak Horizons Capital
$0
Rainey Wealth Management LLC
Ridgeview Financial LLC
$0
ROI Capital Management
$0
Sage Advice Financial LLC
Snow Canyon Financial Planning LLC
Strategia Investments, LLC logo Strategia Investments, LLC
Summit Wealth LLC
TB Sunridge Advisors LLC logo TB Sunridge Advisors LLC
$0
WMX Advisors, LLC DBA Wealth Management Experience
$0
Cashew Financial, LLC logo Cashew Financial, LLC
Low $200K
$200K
1
0%
Joseph M. Larsen, C.P.A., P.C. logo Joseph M. Larsen, C.P.A., P.C.
Very High $1.1M
$2.2M
2
100%
SHA Advisory
High $750K
$1.5M
2
0%
Zimmer Capital Management LLC logo Zimmer Capital Management LLC
High $600K
$1.2M
2
50%
Affinity Wealth Resources, LLC logo Affinity Wealth Resources, LLC
3
0%
David Russell Fjeldsted
High $660K
$2M
3
100%
Business Wise Insurance, PLLC logo Business Wise Insurance, PLLC
Low $230K
$930K
4
0%
Gaard Capital LLC logo Gaard Capital LLC
Very High $2.3M
$9.3M
4
0%
Lota Advisors LLC.
Very High $1.7M
$6.7M
4
50%
Donovan Legacy Advisors, LLC logo Donovan Legacy Advisors, LLC
High $790K
$4M
5
40%
Kellam Insurance and Financial Services LLC
Typical $260K
$1.3M
5
0%
Nibley Financial LLC logo Nibley Financial LLC
Low $240K
$1.2M
5
0%
Aequitas Financial, LLC logo Aequitas Financial, LLC
Low $240K
$1.4M
6
0%
Artstone Private Wealth logo Artstone Private Wealth
High $690K
$4.1M
6
17%
Monson Wealth Management LLC logo Monson Wealth Management LLC
Very High $16M
$95M
6
83%
The Prudent Planner, LLC
Low $210K
$1.3M
6
0%
Verticus Advisors Inc. logo Verticus Advisors Inc.
Very Low $120K
$690K
6
0%
114th Financial LC logo 114th Financial LC
Very Low $0
$0
7
0%
Emotionally Invested logo Emotionally Invested
7
0%
JMcMahan LLC logo JMcMahan LLC
Very Low $11K
$75K
7
29%
Affiliated Investment Advisors, Inc. logo Affiliated Investment Advisors, Inc.
High $530K
$4.2M
8
0%
River Family Advisors LLC logo River Family Advisors LLC
8
0%
Sanguine Owl, Lc logo Sanguine Owl, Lc
Low $220K
$1.8M
8
100%
Meridian Investing
10
0%
Pashman Financial LLC logo Pashman Financial LLC
Very Low $70K
$700K
10
0%
Tech Wealth, LLC logo Tech Wealth, LLC
Very High $1.1M
$11M
10
0%
A & C Investment, Inc.
Very High $2M
$22M
11
0%
Hansen Wealth Management
Very High $7.9M
$94M
12
100%
JD Investment Management, LLC logo JD Investment Management, LLC
Very High $2.1M
$26M
12
0%
Maximus Wealth Advisors logo Maximus Wealth Advisors
High $670K
$8M
12
58%
Mill Creek Investment Management
High $810K
$9.7M
12
100%
Redgrove Capital LLC.
High $590K
$7.1M
12
67%
JDS Investment Management
Very High $3.2M
$42M
13
100%
Niemann Investments LLC logo Niemann Investments LLC
Typical $370K
$5.6M
15
27%
Pendulum Asset Management, LLC logo Pendulum Asset Management, LLC
Very Low $88K
$1.3M
15
47%
The Innes Associates, Ltd.
Low $170K
$2.5M
15
0%
Encore Retirement Planning, LLC logo Encore Retirement Planning, LLC
Very High $2.4M
$38M
16
69%
Money Illustrated Advisory Services logo Money Illustrated Advisory Services
Typical $280K
$4.5M
16
25%
Planned Security Advisors LLC logo Planned Security Advisors LLC
Low $200K
$3.2M
16
6%
Stantum, LLC logo Stantum, LLC
Very High $1.7M
$27M
16
63%
Affinity Financial, LLC
Very Low $32K
$570K
18
0%
Bonneville Multi-Family Office
Typical $460K
$8.3M
18
11%
Curtain Wealth Planning L.L.C. logo Curtain Wealth Planning L.L.C.
19
0%
Lone Peak Asset Management, Inc.
Very High $900K
$19M
21
0%
Skylid Capital Management, Inc. logo Skylid Capital Management, Inc.
High $830K
$17M
21
57%
Chugg Wealth Strategies, LLC logo Chugg Wealth Strategies, LLC
Very High $1.2M
$28M
24
38%
Firmo Investment Consulting Services logo Firmo Investment Consulting Services
Low $150K
$3.7M
24
50%
Grinnell Capital, LLC logo Grinnell Capital, LLC
Typical $410K
$9.8M
24
63%
Profolio Investments, Inc. logo Profolio Investments, Inc.
High $720K
$18M
25
0%
Lone Peak Capital Management, LLC
Typical $400K
$10M
26
35%
Focal  Point Financial Planning, LLC logo Focal Point Financial Planning, LLC
High $640K
$17M
27
44%
Cook Financial, LLC logo Cook Financial, LLC
Low $220K
$6.1M
28
18%
Gajardo Wealth Management LLC logo Gajardo Wealth Management LLC
Typical $260K
$7.2M
28
14%
Stream Financial Advice, LLC logo Stream Financial Advice, LLC
Typical $480K
$13M
28
7%
Abacus Investment Advisors logo Abacus Investment Advisors
High $630K
$18M
29
21%
Newpark Wealth Management logo Newpark Wealth Management
Very High $2M
$59M
29
100%
R.D. Thompson Investments
Very High $2.6M
$76M
29
34%
Safe Bay Retirement Advisors
Typical $420K
$12M
29
34%
Crockett Wealth Management, Inc. logo Crockett Wealth Management, Inc.
Low $220K
$6.6M
30
10%
Managed Wealth Advantage, LLC logo Managed Wealth Advantage, LLC
30
0%
WMW Management, Inc.
High $790K
$24M
30
20%
Financial Prosperity, Inc. logo Financial Prosperity, Inc.
Very High $1.4M
$45M
32
81%
Lanning Financial Inc. logo Lanning Financial Inc.
Very Low $0
$0
33
27%
Copperlion Investments
Very Low $110K
$3.8M
34
6%
C.S Wealth LLC logo C.S Wealth LLC
Very Low $34K
$1.2M
35
6%
Pomegranate Financial LLC logo Pomegranate Financial LLC
Low $240K
$8.2M
35
6%
EquityFTW logo EquityFTW
36
0%
Hunter Capital Management Inc.
Very High $1.7M
$60M
36
25%
Casull Financial Advisory, LLC logo Casull Financial Advisory, LLC
Low $150K
$5.9M
38
0%
Premier Investment Management, LLC
Low $180K
$7M
40
0%
Strive Investment Management, LLC logo Strive Investment Management, LLC
Very Low $120K
$5.1M
41
0%
Wood River Consulting logo Wood River Consulting
Very Low $140K
$6M
42
0%
Bybee Wealth Management LLC
Typical $310K
$13M
43
0%
Jeff Elliott, CFP® logo Jeff Elliott, CFP®
Typical $480K
$22M
47
36%
Proactive Wealth Management, Inc. logo Proactive Wealth Management, Inc.
Low $200K
$9.3M
47
9%
Fortis Wealth Management, LLC logo Fortis Wealth Management, LLC
Low $150K
$7.3M
48
2%
Twin Peaks Wealth Management LLC logo Twin Peaks Wealth Management LLC
High $570K
$28M
49
43%
Black Bridge Advisors, LLC
High $580K
$29M
50
40%
Veritas Wealth Management, LLC logo Veritas Wealth Management, LLC
Very High $2.3M
$130M
56
50%
Ethical Capital logo Ethical Capital
Very Low $64K
$3.7M
58
0%
John McAndrew Financial Advisors LLC logo John McAndrew Financial Advisors LLC
Very High $1.3M
$75M
58
31%
Terrion Advisors, Inc.
Typical $510K
$29M
58
22%
Matterhorn Financial Planning logo Matterhorn Financial Planning
61
64%
Retirement Advice LLC logo Retirement Advice LLC
Typical $390K
$26M
65
46%
Kinnect Advisor Group, L.L.C. logo Kinnect Advisor Group, L.L.C.
Low $170K
$11M
67
0%
Lifetime Financial logo Lifetime Financial
High $530K
$38M
71
0%
Albility Planning logo Albility Planning
Low $160K
$12M
77
8%
LifePoint Financial Design logo LifePoint Financial Design
Low $240K
$19M
77
5%
Wilson Wealth Management, Inc. logo Wilson Wealth Management, Inc.
Very High $970K
$75M
77
36%
Quayle Asset Management, Inc.
High $520K
$42M
80
10%
Phibbs Financial logo Phibbs Financial
Typical $320K
$27M
83
2%
Cash Flow Investment Services LLC
Very High $1.1M
$90M
86
28%
Summit Ridge Advisors logo Summit Ridge Advisors
Typical $300K
$26M
87
10%
Wealth Mode logo Wealth Mode
Very Low $140K
$12M
88
5%
Goalen Capital Advisors, LLC logo Goalen Capital Advisors, LLC
High $900K
$82M
91
51%
Loyal Wealth Management LLC logo Loyal Wealth Management LLC
Typical $400K
$38M
95
0%
RFK Capital Management logo RFK Capital Management
Very Low $0
$0
96
98%
Ferguson Financial Advisors logo Ferguson Financial Advisors
Very Low $150K
$15M
102
0%
Spinnaker Financial Advisors, LLC logo Spinnaker Financial Advisors, LLC
Very High $1M
$100M
102
29%
Harris Wealth Management, Inc. logo Harris Wealth Management, Inc.
Very Low $100K
$11M
108
0%
Pyxis Capital Inc. logo Pyxis Capital Inc.
122
0%
JHP Planning, LLC logo JHP Planning, LLC
High $600K
$87M
145
19%
Integrated Financial Management, LLC logo Integrated Financial Management, LLC
Typical $410K
$61M
148
7%
Balanced Capital logo Balanced Capital
Typical $250K
$39M
154
0%
Teton Crest Wealth Planning logo Teton Crest Wealth Planning
Very Low $81K
$13M
158
0%
Olympus Peaks Financial, LLC logo Olympus Peaks Financial, LLC
High $870K
$140M
163
50%
Gygi Capital Management logo Gygi Capital Management
Very Low $120K
$24M
192
1%
Fletcher Capital Management
Low $250K
$49M
197
17%
Colwyn Investments LLC logo Colwyn Investments LLC
Typical $290K
$61M
210
0%
Sentinel Wealth Strategies
Low $180K
$40M
220
0%
Foxstone Financial logo Foxstone Financial
Typical $300K
$68M
230
11%
NuWealth Advisors, LLC
Very Low $120K
$32M
260
6%
Stonecreek Wealth Advisors logo Stonecreek Wealth Advisors
Typical $290K
$80M
273
0%
Premier Choice Wealth Advisors, LLC logo Premier Choice Wealth Advisors, LLC
Very Low $33K
$10M
313
0%
Fortunate
Very Low $0
$0
319
0%
Steward Financial Services, LLC logo Steward Financial Services, LLC
Very Low $110K
$62M
543
2%
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