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

Multi-team firms active in Alaska 48 firms

Very Low $140K-$320K

Low $320K-$550K

Typical $550K-$1.3M

High $1.3M-$1.3M

Very High $1.3M-$3.4M

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

Median: $690K

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
Diversify Wealth Management, LLC	Typical $820K	$3.9B	4,719	18%
Corecap Advisors	Low $410K	$4B	9,671	10%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Concurrent Investment Advisors, LLC	Typical $1.2M	$16B	13,268	23%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Farther	Typical $970K	$14B	14,593	24%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Wedbush Securities Inc.	Low $540K	$5.4B	9,927	27%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Empirical Wealth management	Very High $3.4M	$8.3B	2,394	77%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Momentum Independent Network Inc.	Low $550K	$1.6B	2,817	14%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%

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