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

Multi-team firms active in Arkansas 107 firms

Very Low $140K-$360K

Low $360K-$440K

Typical $440K-$660K

High $660K-$680K

Very High $680K-$1.3M

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

Median: $500K

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Firm	AUM/client	AUM	Clients	HNW client %
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
United Capital Financial Advisors	Very High $830K	$21B	24,837	8%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Foundations Investment Advisors LLC	Very Low $340K	$10B	29,615	20%
Kingsview Wealth Management, LLC	Very High $700K	$8.5B	12,143	18%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Wealth Management	Very Low $360K	$1.7B	4,731	22%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	Very High $810K	$4.4B	5,366	19%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Integrated Advisors Network LLC	Very High $740K	$5.4B	7,363	9%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Stephens	High $670K	$14B	21,168	15%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
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%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Dynamic	Very High $960K	$5.3B	5,509	33%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Avior Wealth Management, LLC	Very High $1.2M	$5.6B	4,775	48%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Sowell Management	Very High $680K	$4.3B	6,280	6%
Mutual Advisors, LLC	Very High $870K	$8.1B	9,290	24%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Waterloo Capital	Very High $780K	$2B	2,609	35%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
Farther	Very High $970K	$14B	14,593	24%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
CL Wealth Management LLC	Very Low $340K	$730M	2,165	29%
Advisory Services Network	Very High $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Independent Wealth Network, Inc.	Very Low $340K	$490M	1,445	18%
Eversource Wealth Advisors, LLC	Very High $1.2M	$3.8B	3,255	47%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
Avantax Planning Partners, Inc.	Very High $690K	$5.2B	7,515	16%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
Financial Gravity Family Office Services, LLC	Very Low $340K	$590M	1,716	9%
Nfsg Corporation	Very Low $340K	$1B	3,036	25%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Fortis Capital Advisors, LLC	Very High $710K	$1.5B	2,127	17%
Vanderbilt Advisory Services	Very Low $330K	$2B	6,199	6%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Savvy	Very High $1.1M	$4.8B	4,552	25%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Arvest Wealth management	Typical $440K	$2.9B	6,689	9%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
49 Financial	Very Low $340K	$1.3B	3,771	6%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
BOK Financial Advisors	Very Low $310K	$1B	3,263	11%
M Holdings Securities, INC.	Very High $690K	$3B	4,368	2%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
First Citizens Asset Management, Inc	Very Low $310K	$380M	1,246	5%
Van Clemens Wealth Management, LLC	Very High $770K	$460M	599	32%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Core Planning	Typical $610K	$530M	867	14%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
Crews & Associates, inc.	Typical $500K	$160M	326	15%

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