AUM per client for Independent firms serving clients in Wisconsin

Independent firms active in Wisconsin 156 firms
Very Low $64K-$190K
Low $190K-$340K
Typical $340K-$560K
High $560K-$980K
Very High $980K-$2.3M
5th 20th 40th 60th 80th 95th

Median: $410K

Firm
AUM/client
AUM
Clients
HNW client %
Omni Financial LLC logo Omni Financial LLC
Low $210K
$110M
526
22%
Premier Choice Wealth Advisors, LLC logo Premier Choice Wealth Advisors, LLC
Very Low $33K
$10M
313
0%
Solidity Financial LLC logo Solidity Financial LLC
Low $290K
$73M
252
8%
FIAT LUX Capital Management logo FIAT LUX Capital Management
Very Low $180K
$40M
227
5%
Capital Wealth Advisors, Ltd.
High $680K
$130M
185
21%
A. Gile & Co. logo A. Gile & Co.
Very Low $170K
$29M
173
0%
Bridgeport Asset Management, LLC. logo Bridgeport Asset Management, LLC.
Very Low $190K
$30M
163
0%
Intrepid Wealth Partners, LLC logo Intrepid Wealth Partners, LLC
Low $320K
$52M
160
14%
Quantum Financial Planning LLC logo Quantum Financial Planning LLC
Very Low $0
$0
159
28%
Forward Investment Advisors, Inc. logo Forward Investment Advisors, Inc.
Typical $390K
$61M
156
0%
Crawford Asset Management, LLC logo Crawford Asset Management, LLC
Typical $560K
$86M
154
100%
VIP Financial Associates logo VIP Financial Associates
Typical $420K
$60M
142
12%
Domo Capital Management, LLC logo Domo Capital Management, LLC
Very Low $180K
$25M
137
33%
ASC 401(k) Management logo ASC 401(k) Management
Low $200K
$27M
132
9%
LNB Financial LLC logo LNB Financial LLC
Low $280K
$37M
131
5%
Thompson Financial Transitions Inc. logo Thompson Financial Transitions Inc.
Typical $360K
$47M
129
9%
Bluprint Financial, LLC logo Bluprint Financial, LLC
Low $330K
$42M
127
28%
O'Connor Portfolio Management LLC logo O'Connor Portfolio Management LLC
Typical $410K
$51M
123
42%
Rex Leigh Jones
Typical $360K
$44M
122
0%
Warnke/Nichols Ltd. logo Warnke/Nichols Ltd.
High $660K
$160M
241
19%
Superior Financial, LLC logo Superior Financial, LLC
High $930K
$110M
120
25%
Karpinski Financial, LLC
High $700K
$84M
119
25%
Monroe Financial Inc.
Very Low $70K
$8.3M
118
0%
GoalBridge Wealth Management, LLC logo GoalBridge Wealth Management, LLC
Typical $540K
$63M
117
18%
Korbitz Financial Planning LLC logo Korbitz Financial Planning LLC
110
100%
Virtual Investment Planning LLC logo Virtual Investment Planning LLC
Low $230K
$23M
102
0%
Portico Financial Group, LLC logo Portico Financial Group, LLC
Low $280K
$29M
101
21%
Larson Wealth Management, LLC logo Larson Wealth Management, LLC
High $590K
$59M
100
17%
Trac Asset Management LLC logo Trac Asset Management LLC
High $870K
$86M
99
22%
Wilkinson Capital Management, LLC logo Wilkinson Capital Management, LLC
Very High $990K
$97M
98
37%
Financial Services of Northeast Wisconsin, Inc.
Very High $1M
$96M
92
27%
Simplified Financial Partners logo Simplified Financial Partners
High $820K
$73M
89
20%
Fiscal Fitness, LLC logo Fiscal Fitness, LLC
Very Low $0
$0
85
24%
Vision Financial Services LLC logo Vision Financial Services LLC
Typical $410K
$34M
84
15%
Melotte Financial Advisors logo Melotte Financial Advisors
Very High $1.2M
$98M
83
60%
Summit Financial Management LLC logo Summit Financial Management LLC
High $810K
$65M
80
0%
Simplicity Financial, LLC logo Simplicity Financial, LLC
Very Low $100K
$8M
79
0%
Buena Vista Investment Management LLC logo Buena Vista Investment Management LLC
Low $330K
$26M
77
21%
EBH Financial, Inc.
Typical $520K
$39M
75
23%
Fiduciary Insight, LLC logo Fiduciary Insight, LLC
Low $270K
$20M
75
7%
Investments By Design, Inc
High $610K
$46M
75
12%
Evolution Financial LLC logo Evolution Financial LLC
Typical $530K
$39M
73
11%
Drost Financial logo Drost Financial
High $610K
$43M
70
19%
Financial Justus logo Financial Justus
Very High $2.4M
$170M
70
87%
Prevail Financial Partners, LLC logo Prevail Financial Partners, LLC
High $910K
$64M
70
39%
Kult Wealth Management Group, LLC logo Kult Wealth Management Group, LLC
Very High $2M
$140M
69
58%
Prism Wealth Management
High $680K
$46M
68
13%
Freedom Wealth LLC logo Freedom Wealth LLC
Very Low $88K
$5.8M
66
0%
Hilltop Financial Advisors logo Hilltop Financial Advisors
Typical $370K
$25M
66
11%
WisMed Financial, Inc. logo WisMed Financial, Inc.
Very High $1.1M
$72M
66
52%
Retirement Planning Solutions, LLC logo Retirement Planning Solutions, LLC
High $790K
$52M
65
0%
Triumph Private Wealth logo Triumph Private Wealth
Typical $360K
$22M
63
27%
Point Wealth, LLC logo Point Wealth, LLC
Typical $510K
$32M
62
84%
Bultman Investment Management, Inc.
High $850K
$52M
61
23%
A-Team Advisors logo A-Team Advisors
Very High $1.2M
$71M
60
58%
Cove Financial Planning, LLC logo Cove Financial Planning, LLC
Very High $1.6M
$99M
60
42%
Lewis Capital Management
Very High $2.3M
$140M
60
50%
Verus Wealth Management logo Verus Wealth Management
Very High $2.4M
$140M
59
61%
The Meridian Business Group, Ltd logo The Meridian Business Group, Ltd
Typical $390K
$23M
58
16%
Clarke Financial Counsel, LLC logo Clarke Financial Counsel, LLC
54
0%
Harris Financial Services, Inc.
High $800K
$43M
54
31%
Northlake Capital Management, LLC logo Northlake Capital Management, LLC
Very High $1.2M
$65M
53
42%
Blue Chip Financial Planning, LLC
High $680K
$35M
51
18%
Selerski Asset Management, LLC logo Selerski Asset Management, LLC
High $780K
$40M
51
100%
Wegner Asset Management, LLC logo Wegner Asset Management, LLC
Very High $1.5M
$74M
51
51%
Pathway Investments, LLC
Very Low $110K
$5.5M
49
37%
Bleidorn Tax & Investment Services, LLC logo Bleidorn Tax & Investment Services, LLC
Very Low $170K
$8M
47
11%
Cedarline Capital logo Cedarline Capital
Typical $460K
$22M
47
15%
Disciplined Financial Services, Inc.
Low $240K
$11M
45
0%
Lotzer & Co.,Inc.
High $630K
$28M
45
0%
Midwest Wealth Solutions LLC logo Midwest Wealth Solutions LLC
High $650K
$29M
45
9%
Red Granite Wealth Management logo Red Granite Wealth Management
Low $260K
$12M
45
9%
Bluemound Asset Management, LLC logo Bluemound Asset Management, LLC
Typical $560K
$24M
43
42%
Borges Financial logo Borges Financial
Very Low $0
$0
42
69%
FiduciaOne logo FiduciaOne
High $840K
$35M
42
40%
Kolash Wealth Strategies, LLC logo Kolash Wealth Strategies, LLC
Low $250K
$11M
42
7%
Transform Retirement logo Transform Retirement
Typical $380K
$16M
41
0%
Valor Wealth Management LLC
Typical $370K
$15M
40
0%
Harmony Wealth logo Harmony Wealth
Low $200K
$7.3M
37
5%
Analytical Investment Services
Low $220K
$7.5M
34
0%
RJ Hill's Financial Services, LLC logo RJ Hill's Financial Services, LLC
Very Low $130K
$4.4M
34
6%
Warden Wealth Management, LLC logo Warden Wealth Management, LLC
High $770K
$26M
34
71%
Adler Financial logo Adler Financial
Very Low $170K
$5.7M
33
33%
Harvest Horizon Wealth Strategies logo Harvest Horizon Wealth Strategies
Low $250K
$8.3M
33
36%
Direction Financial Management, LLC logo Direction Financial Management, LLC
Very Low $0
$0
32
78%
Geder Investment Management, Inc.
High $840K
$27M
32
66%
Barington Capital Management, LLC logo Barington Capital Management, LLC
Very High $1.6M
$47M
29
62%
Denarius Wealth Management logo Denarius Wealth Management
Very Low $140K
$3.8M
28
36%
Pamela Otten LLC logo Pamela Otten LLC
27
7%
West Loop Financial LLC logo West Loop Financial LLC
Very High $1.7M
$45M
27
67%
East Valley Wealth LLC logo East Valley Wealth LLC
Low $330K
$8.5M
26
0%
Kindness Financial Planning logo Kindness Financial Planning
Very High $1.6M
$42M
26
69%
Silver Lake Advisors, LLC
Very High $1.8M
$47M
26
54%
Andrae Financial Services LLC
Low $250K
$6.3M
25
0%
Denny, Barry T.
Typical $430K
$11M
25
12%
Interlake Capital Management, LLC logo Interlake Capital Management, LLC
High $770K
$19M
25
48%
Nelson Financial Services
Low $230K
$5.8M
25
0%
RB Investment Management Inc.
Typical $510K
$12M
24
33%
Wealth Transitions logo Wealth Transitions
Low $260K
$6.2M
24
25%
Tone Financial Advisors, LLC
Low $220K
$4.8M
22
0%
Valkyrie Financial logo Valkyrie Financial
Typical $380K
$8.4M
22
5%
Allison & Company Financial Counselors, LLC
Very High $2.5M
$52M
21
86%
Off-Trail Works LLC logo Off-Trail Works LLC
Typical $430K
$9M
21
0%
JBY Financial Planning logo JBY Financial Planning
Very Low $38K
$730K
19
0%
Kardinal Financial logo Kardinal Financial
Typical $470K
$9M
19
16%
MyFamilyCFO, Inc. logo MyFamilyCFO, Inc.
19
37%
OneLegacy Advisors, LLC logo OneLegacy Advisors, LLC
Low $260K
$5M
19
16%
Pro Advisors, Ltd. dba R J Pickle Financial Services
High $830K
$16M
19
26%
Top Shelf Advisors logo Top Shelf Advisors
Very Low $130K
$2.4M
19
0%
Magis Management, LLC logo Magis Management, LLC
Very Low $150K
$2.7M
18
17%
Road Maps Financial Group, LLC logo Road Maps Financial Group, LLC
Low $230K
$4.2M
18
0%
Lemley Yarling Management Co
High $710K
$12M
17
24%
Christiansen Asset Management LLC logo Christiansen Asset Management LLC
Low $340K
$5.4M
16
75%
Rosales Wealth Management LLC
Low $310K
$5M
16
0%
SIMS Capital Management LLC logo SIMS Capital Management LLC
High $560K
$9M
16
0%
Family Investment Planning, LLC logo Family Investment Planning, LLC
High $670K
$10M
15
100%
SKP Wealth logo SKP Wealth
Very Low $130K
$1.9M
15
0%
Sperka Investment Management, LLC
Very High $2.6M
$39M
15
67%
Cedar Road Capital LLC
Typical $390K
$5.4M
14
36%
Great Lakes Financial Strategies, LLC logo Great Lakes Financial Strategies, LLC
Low $290K
$4M
14
7%
J Kaiser Management, LLC logo J Kaiser Management, LLC
Very Low $22K
$310K
14
0%
Lindenwood Financial LLC logo Lindenwood Financial LLC
Typical $480K
$6.7M
14
36%
Entirement Financial Planning LLC logo Entirement Financial Planning LLC
Very High $1.4M
$18M
13
54%
Financial Advisory Group, Inc. logo Financial Advisory Group, Inc.
Typical $350K
$4.2M
12
0%
Crossover Capital Trading LLC logo Crossover Capital Trading LLC
Very Low $170K
$1.9M
11
100%
Kopp Financial logo Kopp Financial
Very Low $150K
$1.7M
11
0%
Prepared Financial Planning logo Prepared Financial Planning
Very High $1M
$11M
11
36%
Cowling Bay Wealth Management, LLC logo Cowling Bay Wealth Management, LLC
Very High $2.5M
$25M
10
100%
Erenda Capital logo Erenda Capital
Typical $510K
$5.1M
10
0%
Jeske Asset Management, LLC
Very Low $120K
$1.2M
10
0%
Omelina Group Wealth Management Inc.
Very High $1.4M
$14M
10
0%
Pinecrest Advisors logo Pinecrest Advisors
Typical $410K
$4.1M
10
20%
TCP Investments LLC logo TCP Investments LLC
Very Low $180K
$1.8M
10
0%
Financial Planning Center
Very High $1.3M
$11M
9
0%
Jones Financial Consulting, LLC logo Jones Financial Consulting, LLC
High $650K
$5.9M
9
33%
RWH Asset Management
Very Low $110K
$1M
9
0%
Thomas Financial Planning, LLC
Very High $2.1M
$19M
9
44%
808 Investments logo 808 Investments
High $760K
$6.1M
8
38%
Design Life's Journey, LLC logo Design Life's Journey, LLC
Typical $350K
$2.8M
8
0%
Big Cedar Investment Advisors logo Big Cedar Investment Advisors
Very High $13M
$92M
7
14%
Diamond Wealth Partners logo Diamond Wealth Partners
Very Low $180K
$1.2M
7
0%
Dream Lake Financial LLC logo Dream Lake Financial LLC
Typical $550K
$3.8M
7
0%
Life's Sanctuary Financial Planning, LLC
High $690K
$4.9M
7
0%
Black & White Investment Management LLC
Typical $340K
$2M
6
0%
C.R. Haupt LLC logo C.R. Haupt LLC
Low $320K
$1.9M
6
0%
Fifth Point Advisors LLC
Low $220K
$1.3M
6
100%
Future First Finance, LLC logo Future First Finance, LLC
High $890K
$5.3M
6
100%
Aurea Investments LLC logo Aurea Investments LLC
Very Low $75K
$300K
4
100%
Castle Financial logo Castle Financial
Low $270K
$1.1M
4
0%
Circle R Wealth LLC logo Circle R Wealth LLC
Low $330K
$1.3M
4
25%
Eclipse Asset Management LLC
Very High $2M
$8.2M
4
0%
Legacy Wealth Management, Inc.
Very High $1.5M
$6M
4
0%
Navigant Consulting
Very High $5.8M
$23M
4
100%
The Olympia Group LLC logo The Olympia Group LLC
High $730K
$2.2M
3
100%
Capital Coordinators Company
2
0%
Dylan Lund Financial, LLC logo Dylan Lund Financial, LLC
Very Low $130K
$260K
2
0%
Johnson, Marshall, Lee logo Johnson, Marshall, Lee
Very Low $3.1K
$6.2K
2
0%
Premium Alpha Capital, LLC
Low $270K
$540K
2
0%
Revise Capital LLC
Very High $4M
$8.1M
2
100%
Threshold Compass Strategies, Inc. logo Threshold Compass Strategies, Inc.
2
0%
Greiber Capital Management logo Greiber Capital Management
Very Low $130K
$130K
1
0%
Prosperilux LLC
Very High $1.5M
$1.5M
1
100%
Associated Retirement Planners, Inc.
$0
Coast Advisory LLC logo Coast Advisory LLC
Delta Financial, Inc. logo Delta Financial, Inc.
$0
Dream Bigger Financial, LLC
$0
Garbett Investments
Kamko Financial logo Kamko Financial
Magis Private Wealth Management, LLC logo Magis Private Wealth Management, LLC
$2.2M
Marchi Investments LLC
$0
MedVest Wealth Management, LLC logo MedVest Wealth Management, LLC
Michael Niemczyk Associates, Inc. logo Michael Niemczyk Associates, Inc.
Midwest Asset Management, Inc. logo Midwest Asset Management, Inc.
$0
Powerhouse Financial Advisors, Inc. logo Powerhouse Financial Advisors, Inc.
$97M
256
ShellCrest Financial LLC
Significance Capital Management LLC logo Significance Capital Management LLC
$3.8M
WHN Investor Services, Inc.
$1.4M
Wiara Investment Management, LLC
$2.3M
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