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

Multi-team firms active in Kentucky 125 firms

Very Low $140K-$280K

Low $280K-$390K

Typical $390K-$640K

High $640K-$1M

Very High $1M-$1.3M

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

Median: $550K

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%
XYPN Invest	Very High $1M	$650M	621	25%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Van Clemens Wealth Management, LLC	High $770K	$460M	599	32%
Latitude Advisors, LLC	Low $320K	$490M	1,525	8%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	Very High $1.1M	$4.8B	4,552	25%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Fourstar Wealth Advisors, LLC	High $780K	$1.4B	1,753	16%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
On Investment Management CO	Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
Truepoint, Inc.	Very High $3.2M	$5.9B	1,867	54%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Jaffe Tilchin Investment Partners, LLC	Very 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%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Advisory Services Network	High $830K	$10B	12,426	9%
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%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Concurrent Investment Advisors, LLC	Very High $1.2M	$16B	13,268	23%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Advocacy Wealth Management, LLC	Very High $1.7M	$2.7B	1,658	39%
Accurate Wealth Management, LLC	High $650K	$1.7B	2,612	15%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Sowell Management	High $680K	$4.3B	6,280	6%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Capital Investment Advisory Services, LLC	Low $370K	$2.3B	6,172	12%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Bartlett & Co. Wealth Management LLC	Very High $4.1M	$8.8B	2,133	63%
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%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
Trustmont Advisory Group, Inc.	Low $320K	$1.4B	4,322	6%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Annex Wealth Management, LLC	Very High $1.1M	$7.5B	6,710	43%
Ritholtz Wealth Management	Very High $1.8M	$7.2B	3,999	31%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Stratos Wealth Advisors LLC	Very High $1.1M	$5.4B	4,928	28%
Carnegie Investment Counsel	Very High $2M	$6.2B	3,056	39%
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%
Corecap Advisors	Typical $410K	$4B	9,671	10%
RFG Advisory, LLC	Low $320K	$4.6B	14,368	10%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
intrua Financial	Typical $510K	$1.7B	3,347	12%
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%
SageSpring Wealth Partners	High $730K	$8.4B	11,558	18%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Level Four Advisory Services	Low $320K	$4.8B	14,964	34%
Wealth Management	Low $360K	$1.7B	4,731	22%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
MCF Advisors, LLC	High $750K	$2.6B	3,440	19%
Octavia Wealth Advisors LLC	Typical $490K	$1.8B	3,672	13%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
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%
Independent Advisor Alliance, llc	Typical $390K	$16B	42,227	37%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Keystone Financial Group, LLC	Low $350K	$2.3B	6,602	7%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Facet	Typical $450K	$6B	13,331	17%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%

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