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

Multi-team firms active in Iowa 121 firms

Very Low $1.1K-$61K

Low $61K-$200K

Typical $200K-$340K

High $340K-$830K

Very High $830K-$2.1M

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

Median: $310K

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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	High $430K	$6.3B	14,602	15%
EFS Advisors	Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Typical $200K	$2B	10,219	2%
Missionsquare Retirement	Low $140K	$5.7B	40,526	1%
Great Valley Advisor Group, LLC	Typical $250K	$9.3B	36,836	5%
IPI Wealth Management, Inc.	Low $190K	$2.5B	13,138	3%
Sound Income Strategies, LLC	Low $170K	$4.2B	24,734	2%
The Partners Wealth Management	Low $180K	$1.1B	5,925	7%
IHT Wealth Management LLC	Typical $280K	$7.1B	25,096	28%
Madison Avenue Securities, LLC	Low $140K	$2B	14,084	4%
Bison Wealth, LLC	Typical $300K	$2.5B	8,569	69%
Compound Planning, Inc.	Typical $260K	$3B	11,480	5%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Advisory Alpha, LLC	Typical $270K	$2.4B	8,799	5%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Harbour Investments, Inc.	Typical $310K	$9.2B	29,827	5%
Coppell Advisory Solutions LLC	Low $120K	$1.1B	8,848	2%
Focus Financial	High $490K	$6.7B	13,560	13%
Novem Group	High $390K	$1.4B	3,513	7%
Principal Advised Services	Low $61K	$1.4B	23,164	0%
Csenge Advisory Group, LLC	High $430K	$3.1B	7,147	12%
Level Four Advisory Services	Typical $320K	$4.8B	14,964	34%
Consolidated Portfolio Review Corp	Typical $260K	$1.6B	6,187	5%
Creativeone Wealth, LLC	Typical $260K	$5.8B	22,064	8%
Steele Capital Management, Inc.	Very High $1.7M	$2.7B	1,521	38%
The Wealth Consulting Group	High $470K	$5.9B	12,646	33%
CreativeOne Securities, LLC	Low $180K	$2.3B	12,362	3%
Grimes & Company	Very High $1.6M	$5.8B	3,660	49%
Kingswood Wealth Advisors, LLC	Typical $330K	$3.7B	11,259	20%
APELLA Wealth	Very High $1.2M	$9.2B	7,683	43%
Associated Investment Services, Inc.	Typical $300K	$1.2B	3,841	15%
SageSpring Wealth Partners	High $730K	$8.4B	11,558	18%
Ausdal Financial Partners, Inc.	Typical $220K	$3.6B	16,436	24%
G. A. Repple & Company	Typical $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Continuum Advisory, LLC	High $540K	$1.8B	3,344	27%
Gladstone Wealth Partners	High $680K	$5.6B	8,302	27%
IFG Advisory, LLC	High $510K	$4.6B	9,038	39%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Silver Oak Securities, Incorporated	Typical $280K	$2.4B	8,631	5%
LaSalle St. Investment Advisors, L.L.C.	High $380K	$5.2B	13,711	7%
Corecap Advisors	High $410K	$4B	9,671	10%
HighPoint Planning Partners	High $510K	$4.7B	9,160	36%
Gibbs Wealth Management, LLC	Typical $200K	$1B	5,356	3%
Nicolet Wealth Management	High $740K	$2.8B	3,791	16%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Prosperity Capital Advisors	High $510K	$3.8B	7,469	13%
Prospera Financial Services, inc.	High $570K	$11B	18,706	33%
Moors & Cabot, Inc	High $640K	$3.2B	4,921	38%
RedHawk Wealth Advisors, Inc.	High $440K	$1.4B	3,118	4%
Wealth Watch Advisors, INC	Low $170K	$610M	3,587	2%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
GRADIENT Wealth Management	Low $130K	$600M	4,546	4%
Trustmont Advisory Group, Inc.	Typical $320K	$1.4B	4,322	6%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
LexAurum Advisors	High $570K	$1.2B	2,189	15%
First Heartland Consultants, Inc.	Typical $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Low $98K	$590M	6,015	1%
Creative Financial Designs, Inc.	Typical $280K	$2.9B	10,477	4%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Avior Wealth Management, LLC	Very High $1.2M	$5.6B	4,775	48%
AlphaStar Capital Management	Typical $260K	$2.2B	8,466	5%
Nations Financial Group, Inc.	Very High $830K	$4.6B	5,525	29%
Royal Fund Management, LLC	Typical $310K	$1.5B	4,940	8%
Sowell Management	High $680K	$4.3B	6,280	6%
Mutual Advisors, LLC	Very High $870K	$8.1B	9,290	24%
WORLD EQUITY GROUP, Inc.	Typical $300K	$1B	3,151	4%
Brookwood Investment Group	High $360K	$1.3B	3,500	6%
Advisor Share Wealth Management, LLC	Low $120K	$270M	2,216	2%
ValMark Advisers, Inc.	High $550K	$8.1B	14,624	11%
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	Typical $340K	$730M	2,165	29%
Secure Asset Management, L.L.C.	Typical $300K	$870M	2,877	8%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Concorde Asset Management, LLC	Low $160K	$590M	3,689	1%
BFC PLANNING, Inc.	Typical $330K	$3.7B	11,327	5%
Nbc Securities, Inc.	High $450K	$1.6B	3,508	8%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Independent Wealth Network, Inc.	High $340K	$490M	1,445	18%
Balefire, LLC	High $600K	$1B	1,757	13%
Navy Federal Investment Services, LLC	Typical $280K	$2.1B	7,424	4%
Wedbush Securities Inc.	High $540K	$5.4B	9,927	27%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
On Investment Management CO	Typical $320K	$3B	9,317	9%
Financial Gravity Family Office Services, LLC	High $340K	$590M	1,716	9%
Financial & Tax Architects, LLC	Typical $240K	$370M	1,565	10%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Vanderbilt Advisory Services	Typical $330K	$2B	6,199	6%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Calton & Associates, Inc.	Typical $290K	$1.4B	5,056	6%
Arete Wealth Advisors, LLC	High $480K	$2.6B	5,289	65%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Foster Group, INC.	Very High $2.1M	$4B	1,956	37%
Portfolio Medics, LLC	Typical $270K	$780M	2,929	1%
Savvy	Very High $1.1M	$4.8B	4,552	25%
Aegis Capital Corp.	High $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%
IAMS Wealth Management, LLC	Typical $240K	$390M	1,612	3%
Packerland Brokerage Services, Inc.	Typical $280K	$1.3B	4,845	23%
The Strategic Financial Alliance, Inc.	Typical $260K	$380M	1,457	9%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
Andersen	Very High $6.8M	$3.8B	550	84%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
integrity Advisory Solutions	High $450K	$1.1B	2,387	10%
Siebert AdvisorNXT, LLC.	High $400K	$390M	973	10%
Northland Asset Management	High $460K	$400M	875	55%
Momentum Independent Network Inc.	High $550K	$1.6B	2,817	14%
IP Financial Advisory Services LLC	Typical $240K	$480M	2,001	0%
Hennion & Walsh Asset Management, Inc.	High $670K	$720M	1,087	14%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Gradient Advisors, LLC	Low $130K	$290M	2,149	2%
XYPN Invest	Very High $1M	$650M	621	25%
MWA Financial Services Inc.	Typical $310K	$620M	1,981	4%

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