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

Multi-team firms active in Indiana 180 firms

Very Low $170K-$300K

Low $300K-$430K

Typical $430K-$700K

High $700K-$2.1M

Very High $2.1M-$5.1M

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

Median: $550K

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Firm	AUM/client	AUM	Clients	HNW client %
Gradient Investments, LLC	Low $310K	$8.2B	26,560	6%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
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%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Midwestern Securities Trading Company, LLC	Very Low $160K	$1.9B	11,709	2%
Facet	Typical $450K	$6B	13,331	17%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Keystone Financial Group, LLC	Low $350K	$2.3B	6,602	7%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Timucúan Asset Management Inc.	Very High $4.6M	$2.7B	591	97%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Thrivent Advisor Network, LLC	Typical $460K	$6.7B	14,611	10%
Focus Financial	Typical $490K	$6.7B	13,560	13%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
MCF Advisors, LLC	High $750K	$2.6B	3,440	19%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
NWF Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Elevation Point Wealth Partners, LLC	High $1.7M	$8.1B	4,879	33%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
SageSpring Wealth Partners	High $730K	$8.4B	11,558	18%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Capital Advisors, Inc.	High $2M	$6.6B	3,262	46%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Ingalls & Snyder, LLC	High $1.6M	$6.8B	4,245	26%
Vivaldi Capital Management LP	Very High $2.2M	$5.3B	2,425	54%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
RFG Advisory, LLC	Low $320K	$4.6B	14,368	10%
Corecap Advisors	Low $410K	$4B	9,671	10%
HighPoint Planning Partners	Typical $510K	$4.7B	9,160	36%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	22%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Summit Financial, LLC	High $1.3M	$20B	15,660	15%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Centennial Securities Company, Inc.	Typical $510K	$1.3B	2,468	17%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Trustmont Advisory Group, Inc.	Low $320K	$1.4B	4,322	6%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Invst, LLC	Typical $570K	$1.3B	2,193	15%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Cumberland Advisors	High $1.6M	$1.7B	1,091	19%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
Rehmann Wealth	High $1.6M	$3.4B	2,186	51%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
SYM Financial Advisors	Very High $2.1M	$3.8B	1,801	47%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Farther	High $970K	$14B	14,593	24%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Secure Asset Management, L.L.C.	Low $300K	$870M	2,877	8%
Korhorn Financial Group	Typical $460K	$1.1B	2,303	19%
Maia Wealth	Typical $460K	$970M	2,127	11%
Advisory Services Network	High $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%
Kovack Advisors, inc.	Typical $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
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.	Low $340K	$490M	1,445	18%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Plancorp, LLC	Very High $3.9M	$8.8B	2,245	55%
Truepoint, Inc.	Very High $3.2M	$5.9B	1,867	54%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
On Investment Management CO	Low $320K	$3B	9,317	9%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Donaldson Capital Management LLC	High $1.7M	$2.9B	1,736	41%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
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	High $760K	$4.2B	5,566	31%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
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	Very Low $200K	$770M	3,786	3%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Capitol Securities Management, Inc.	Typical $440K	$1.4B	3,177	41%
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%
Sapient Capital LLC	Very High $12M	$12B	980	71%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Plante Moran FInancial Advisors	Very High $6.4M	$25B	3,894	86%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Valeo Financial Advisors, LLC	Very High $4.2M	$13B	3,021	75%
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%
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%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Aaron Wealth Advisors	Very High $26M	$3.3B	127	91%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Oxford Financial Group, LTD	Very High $24M	$14B	589	94%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%

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