AUM per client for Multi-team firms serving clients in Alabama

Multi-team firms active in Alabama 146 firms

Very Low $160K-$320K

Low $320K-$500K

Typical $500K-$640K

High $640K-$1.3M

Very High $1.3M-$2.6M

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

Median: $550K

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
XYPN Invest	High $1M	$650M	621	25%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Core Planning	Typical $610K	$530M	867	14%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
71 West Capital Partners	Very High $32M	$5.5B	171	98%
Plante Moran FInancial Advisors	Very High $6.4M	$25B	3,894	86%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
49 Financial	Low $340K	$1.3B	3,771	6%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Southeast Asset Advisors, LLC	Very High $9.3M	$2.6B	281	66%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Nfsg Corporation	Low $340K	$1B	3,036	25%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Avidian Wealth Solutions	Very High $2.5M	$4.6B	1,866	58%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
On Investment Management CO	Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Balefire, LLC	Typical $600K	$1B	1,757	13%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Alden investment Group	Very Low $240K	$350M	1,457	7%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Advisory Services Network	High $830K	$10B	12,426	9%
The Welch Group, LLC	Very High $2.6M	$3.6B	1,416	49%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Krilogy	Very High $1.4M	$4.4B	3,061	37%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
BIP Wealth, LLC	Very High $1.7M	$5.2B	3,108	50%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
Accurate Wealth Management, LLC	High $650K	$1.7B	2,612	15%
Sowell Management	High $680K	$4.3B	6,280	6%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Moors & Cabot, Inc	High $640K	$3.2B	4,921	38%
Arax Advisory Partners	Very High $1.4M	$9.9B	6,949	26%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
HighPoint Planning Partners	Typical $510K	$4.7B	9,160	36%
Corecap Advisors	Low $410K	$4B	9,671	10%
RFG Advisory, LLC	Low $320K	$4.6B	14,368	10%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Stephens	High $670K	$14B	21,168	15%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
IFG Advisory, LLC	Typical $510K	$4.6B	9,038	39%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
SageSpring Wealth Partners	High $730K	$8.4B	11,558	18%
Kestra Private Wealth Services, LLC	High $650K	$13B	19,977	27%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
The Wealth Consulting Group	Low $470K	$5.9B	12,646	33%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Wealth Management	Low $360K	$1.7B	4,731	22%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Capital Investment Advisors, LLC	Very High $1.4M	$8.2B	6,014	41%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Leavell Investment Management, Inc.	High $830K	$2.4B	2,850	19%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Wealthcare Capital Management LLC	High $660K	$3.7B	5,638	23%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Facet	Low $450K	$6B	13,331	17%
Midwestern Securities Trading Company, LLC	Very Low $160K	$1.9B	11,709	2%
GLOBALT Investments	High $740K	$2.3B	3,062	24%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Symmetry Partners	Very Low $290K	$2.5B	8,476	8%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Aptus Capital Advisors, LLC	High $840K	$11B	12,693	19%
Gradient Investments, LLC	Very Low $310K	$8.2B	26,560	6%

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