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

Multi-team firms active in Illinois 295 firms

Very Low $160K-$280K

Low $280K-$410K

Typical $410K-$700K

High $700K-$2M

Very High $2M-$4.2M

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

Median: $510K

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%
Oxford Financial Group, LTD	Very High $24M	$14B	589	94%
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%
BMO Family Office, LLC	Very High $140M	$9.8B	70	100%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Aaron Wealth Advisors	Very High $26M	$3.3B	127	91%
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%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Crescent Grove Advisors	Very High $16M	$5.1B	325	89%
Brownson, Rehmus & Foxworth, Inc.	Very High $17M	$4.5B	263	100%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
Prairie Capital Management Group, LLC	Very High $6.8M	$2.9B	431	100%
Realta Investment Advisors, Inc	Low $310K	$380M	1,213	31%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Valley Wealth Managers, Inc.	Very High $2.4M	$2.1B	854	52%
Latitude Advisors, LLC	Low $320K	$490M	1,525	8%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Northland Asset Management	Typical $460K	$400M	875	55%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
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.	Typical $680K	$2.3B	3,335	18%
Andersen	Very High $6.8M	$3.8B	550	84%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Beacon Global Advisor Network, LLC	Typical $540K	$750M	1,388	13%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Valeo Financial Advisors, LLC	Very High $4.2M	$13B	3,021	75%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Acropolis Investment Management	Very High $2.4M	$2.5B	1,037	61%
Plante Moran FInancial Advisors	Very High $6.4M	$25B	3,894	86%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Sapient Capital LLC	Very High $12M	$12B	980	71%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Keel Point, LlC	High $1.8M	$2.7B	1,475	51%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
OpenArc Corporate Advisory, LLC	Very High $2.6M	$10B	3,841	61%
Ashton Thomas Private Wealth	High $1.8M	$5.9B	3,181	38%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Foster Group, INC.	Very High $2.1M	$4B	1,956	37%
JMG Financial Group LTD	Very High $4.2M	$7.5B	1,776	79%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Mission Wealth Management, LP	Very High $2.9M	$14B	4,679	76%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Bolton Global Asset Management	High $760K	$4.2B	5,566	31%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Fortis Capital Advisors, LLC	High $710K	$1.5B	2,127	17%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
Fourstar Wealth Advisors, LLC	High $780K	$1.4B	1,753	16%
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%
Seacrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Donaldson Capital Management LLC	High $1.7M	$2.9B	1,736	41%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
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%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Plancorp, LLC	Very High $3.9M	$8.8B	2,245	55%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Balefire, LLC	Typical $600K	$1B	1,757	13%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
RubinBrown Advisors LLC	Very High $3M	$3.3B	1,101	66%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
Kovack Advisors, inc.	Typical $430K	$5.6B	12,906	12%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Advisory Services Network	High $830K	$10B	12,426	9%
David Vaughan Investments, LLC	Very High $3.4M	$3.9B	1,164	62%
Maia Wealth	Typical $460K	$970M	2,127	11%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Secure Asset Management, L.L.C.	Low $300K	$870M	2,877	8%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Farther	High $970K	$14B	14,593	24%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
Evensky & Katz/Foldes Wealth Management	Very High $2.6M	$3B	1,165	65%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Krilogy	High $1.4M	$4.4B	3,061	37%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Forum Financial Management, LP	High $1.3M	$7.1B	5,622	31%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Perigon Wealth Management, LLC	High $1.7M	$9.3B	5,421	30%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Victory Financial	Typical $450K	$1.3B	2,937	12%
Madison Partners	Typical $620K	$1.3B	2,042	18%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
American Century Investments Private Client Group, Inc.	Typical $570K	$2.3B	4,098	0%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Bartlett & Co. Wealth Management LLC	Very High $4.1M	$8.8B	2,133	63%
Waverly Advisors, LLC	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.	Low $290K	$1.9B	6,350	5%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
Soltis Investment Advisors, LLC	High $1.3M	$6.9B	5,113	63%
Invst, LLC	Typical $570K	$1.3B	2,193	15%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
SteelPeak Wealth, LLC	High $1.6M	$3.7B	2,278	38%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Trustmont Advisory Group, Inc.	Low $320K	$1.4B	4,322	6%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Dynamic	High $960K	$5.3B	5,509	33%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Arax Advisory Partners	High $1.4M	$9.9B	6,949	26%
Centennial Securities Company, Inc.	Typical $510K	$1.3B	2,468	17%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Ascentis Independent Advisors, LLC	High $740K	$2B	2,690	23%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
Summit Financial, LLC	High $1.3M	$20B	15,660	15%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
SEIA	Very High $2.3M	$22B	9,520	52%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
Ritholtz Wealth Management	High $1.8M	$7.2B	3,999	31%
Chicago Capital, LLC	Very High $5.7M	$4.7B	818	54%
Beacon Trust	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%
DayMark Wealth Partners, LLC	Very High $2.3M	$4.8B	2,060	44%
Merit Financial Advisors	High $900K	$18B	20,040	22%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
The Pinnacle Financial Group	Typical $410K	$1.3B	3,150	40%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	22%
Berger Financial Group	High $780K	$2.9B	3,755	22%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
HighPoint Planning Partners	Typical $510K	$4.7B	9,160	36%
RWA Wealth Partners	Very High $3.1M	$18B	5,951	60%
Performance Wealth	Very High $3.5M	$3.2B	925	52%
Corecap Advisors	Typical $410K	$4B	9,671	10%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Johnson Investment Counsel, Inc.	Very High $2.9M	$15B	5,251	57%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Financial Security Advisory Inc	Typical $580K	$1.6B	2,810	16%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
Stephens	Typical $670K	$14B	21,168	15%
Vivaldi Capital Management LP	Very High $2.2M	$5.3B	2,425	54%
Ingalls & Snyder, LLC	High $1.6M	$6.8B	4,245	26%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Visionary Wealth Advisors, LLC	High $820K	$3.4B	4,186	21%
Pure Financial Advisors, llc	High $1.5M	$11B	7,503	48%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
Smith Moore & Co.	Typical $530K	$2.2B	4,095	31%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
PFG Advisors	Typical $420K	$3.2B	7,527	10%
APELLA Wealth	High $1.2M	$9.2B	7,683	43%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
CS Planning Corp	Typical $470K	$1.9B	4,190	13%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
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	Low $320K	$4.8B	14,964	34%
Csenge Advisory Group, LLC	Typical $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%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Novem Group	Low $390K	$1.4B	3,513	7%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Focus Financial	Typical $490K	$6.7B	13,560	13%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Thrivent Advisor Network, LLC	Typical $460K	$6.7B	14,611	10%
Calamos Wealth Management LLC	High $1.2M	$4.8B	4,072	77%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
OneSeven	Typical $460K	$7.3B	15,787	12%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
NorthCoast Asset Management LLC	High $1M	$4.6B	4,412	27%
IHT Wealth Management LLC	Low $280K	$7.1B	25,096	28%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Provident Trust Company	Very High $5.9M	$5.8B	992	82%
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	Typical $450K	$6B	13,331	17%
Midwestern Securities Trading Company, LLC	Very Low $160K	$1.9B	11,709	2%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Advance Capital Management Inc	Typical $670K	$4.9B	7,287	21%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Argent Capital Management LLC	Very High $3.2M	$3.4B	1,071	18%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
SpiderRock Advisors, LLC	Very High $2M	$8.4B	4,300	46%
Ancora Private Wealth Advisors, LLC	High $840K	$3.7B	4,414	100%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
VestGen Advisors, LLC	Low $290K	$6.7B	22,790	6%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
Aptus Capital Advisors, LLC	High $840K	$11B	12,693	19%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%

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We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support