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

Multi-team firms active in Idaho 124 firms

Very Low $1.1K-$200K

Low $200K-$330K

Typical $330K-$550K

High $550K-$1.3M

Very High $1.3M-$2.9M

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

Median: $460K

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
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%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
The Fiduciary Alliance	Low $270K	$2.4B	8,744	27%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Wealthcare Capital Management LLC	High $660K	$3.7B	5,638	23%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Bison Wealth, LLC	Low $300K	$2.5B	8,569	69%
Compound Planning, Inc.	Low $260K	$3B	11,480	5%
Advisory Alpha, LLC	Low $270K	$2.4B	8,799	5%
Independent Advisor Alliance, llc	Typical $390K	$16B	42,227	37%
OneSeven	Typical $460K	$7.3B	15,787	12%
United Advisor Group	Low $210K	$1.4B	6,395	22%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Portside Wealth Group, LLC	Low $200K	$1.2B	6,257	33%
Wealth Management	Typical $360K	$1.7B	4,731	22%
NWF Advisory Services Inc	High $560K	$6.4B	11,433	3%
Creativeone Wealth, LLC	Low $260K	$5.8B	22,064	8%
B.O.S.S. Retirement Advisors, LLC	Low $270K	$1.4B	4,956	3%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Kingswood Wealth Advisors, LLC	Typical $330K	$3.7B	11,259	20%
PFG Advisors	Typical $420K	$3.2B	7,527	10%
Ausdal Financial Partners, Inc.	Low $220K	$3.6B	16,436	24%
American Independent Securities Group, LLC	Low $220K	$970M	4,339	10%
G. A. Repple & Company	Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
LaSalle St. Investment Advisors, L.L.C.	Typical $380K	$5.2B	13,711	7%
RFG Advisory, LLC	Low $320K	$4.6B	14,368	10%
Clear Creek Financial Management, LLC	Typical $460K	$1.8B	3,964	12%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Garden State Investment Advisory Services, LLC	Low $260K	$650M	2,492	6%
OnePoint BFG Wealth Partners	Very High $1.7M	$14B	8,458	35%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Trek Financial	Typical $540K	$2.4B	4,539	15%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
CG Advisory Services	High $580K	$2.8B	4,898	14%
Arax Advisory Partners	Very High $1.4M	$9.9B	6,949	26%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Dynamic	High $960K	$5.3B	5,509	33%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
OneAscent Financial Services LLC	High $590K	$3B	5,128	16%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Creative Financial Designs, Inc.	Low $280K	$2.9B	10,477	4%
Perennial Financial Services	High $760K	$2.3B	3,069	30%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
AlphaStar Capital Management	Low $260K	$2.2B	8,466	5%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Sowell Management	High $680K	$4.3B	6,280	6%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Cooper McManus	High $790K	$2.7B	3,379	16%
Inspire Advisors, LLC	Typical $370K	$1.3B	3,523	9%
ValMark Advisers, Inc.	High $550K	$8.1B	14,624	11%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Farther	High $970K	$14B	14,593	24%
CL Wealth Management LLC	Typical $340K	$730M	2,165	29%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Advisory Services Network	High $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Kovack Advisors, inc.	Typical $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
Badgley Phelps Wealth Managers	Very High $5.4M	$7B	1,282	80%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Simplicity wealth	Low $200K	$1.7B	8,456	8%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
On Investment Management CO	Low $320K	$3B	9,317	9%
Financial & Tax Architects, LLC	Low $240K	$370M	1,565	10%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
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%
Mission Wealth Management, LP	Very High $2.9M	$14B	4,679	76%
Global View Capital Management LLC	Low $200K	$770M	3,786	3%
Transce3nd LLC	Low $260K	$400M	1,581	13%
Becker Capital Management, Inc.	Very High $5M	$3.8B	745	70%
Savvy	High $1.1M	$4.8B	4,552	25%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
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.	Typical $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
M Holdings Securities, INC.	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%
Bailard, Inc.	Very High $4.6M	$4.6B	1,008	76%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Insigneo Advisory Services, LLC	High $670K	$2.3B	3,415	12%
IP Financial Advisory Services LLC	Low $240K	$480M	2,001	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Core Planning	High $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%
XYPN Invest	High $1M	$650M	621	25%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%

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