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

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

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