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

Multi-team firms active in Louisiana 196 firms

Very Low $180K-$340K

Low $340K-$510K

Typical $510K-$710K

High $710K-$1.3M

Very High $1.3M-$3.4M

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

Median: $570K

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Firm	AUM/client	AUM	Clients	HNW client %
Crews & Associates, inc.	Low $500K	$160M	326	15%
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
Elevate Financial Planning and Wealth Management	Very Low $230K	$110M	457	3%
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%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Van Clemens Wealth Management, LLC	High $770K	$460M	599	32%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Yale Capital Corp.	Very High $42M	$4.9B	117	100%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Franklin Street Advisors INC.	Very High $9.6M	$3.7B	379	84%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
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%
NIcholas Hoffman & Company, LLC	Very High $20M	$7.8B	399	71%
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%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Americana Partners, LLC	Very High $4.3M	$7B	1,627	51%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Cain, Watters & Associates, LLC	Very High $1.3M	$2.9B	2,274	35%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Arvest Wealth management	Low $440K	$2.9B	6,689	9%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Venturi Private Wealth	Very High $4.5M	$3.1B	687	59%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Nfsg Corporation	Low $340K	$1B	3,036	25%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Earned Wealth Advisors, LLC	Very High $1.6M	$2.4B	1,461	40%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
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%
Kathmere Capital Management, LLC	Very High $3M	$2.2B	750	37%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Independent Wealth Network, Inc.	Very Low $340K	$490M	1,445	18%
Alden investment Group	Very Low $240K	$350M	1,457	7%
One Capital Management, LLC	Very High $1.5M	$5.3B	3,468	34%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
Advisory Services Network	High $830K	$10B	12,426	9%
The Welch Group, LLC	Very High $2.6M	$3.6B	1,416	49%
Korhorn Financial Group	Low $460K	$1.1B	2,303	19%
Farther	High $970K	$14B	14,593	24%
A.G.P. / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
HUB Investment Partners, LLC	Very 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%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Forum Financial Management, LP	Very High $1.3M	$7.1B	5,622	31%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
Rehmann Wealth	Very High $1.6M	$3.4B	2,186	51%
Foguth Wealth Management, LLC.	Low $370K	$830M	2,259	9%
Cooper McManus	High $790K	$2.7B	3,379	16%
BIP Wealth, LLC	Very High $1.7M	$5.2B	3,108	50%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
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%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
MONECO Advisors	High $800K	$2.2B	2,781	27%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Stokes Family Office LLC	Very High $3.4M	$2.5B	724	53%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Regal Investment Advisors LLC	Very Low $330K	$2.7B	8,220	7%
LexAurum Advisors	Typical $570K	$1.2B	2,189	15%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Guardian Wealth Advisors, LLC	High $930K	$2B	2,123	22%
FAS Wealth Partners, Inc.	Very High $2.4M	$3.7B	1,524	40%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
SEIA	Very High $2.3M	$22B	9,520	52%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Ritholtz Wealth Management	Very High $1.8M	$7.2B	3,999	31%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Founders Financial Alliance, LLC	Low $480K	$1.1B	2,354	30%
Merit Financial Advisors	High $900K	$18B	20,040	22%
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	Low $410K	$4B	9,671	10%
RFG Advisory, LLC	Very Low $320K	$4.6B	14,368	10%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
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	Typical $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%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Golden State Wealth Management, LLC	Typical $520K	$2.2B	4,119	40%
IFG Advisory, LLC	Low $510K	$4.6B	9,038	39%
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%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
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%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
SageSpring Wealth Partners	High $730K	$8.4B	11,558	18%
Associated Investment Services, Inc.	Very Low $300K	$1.2B	3,841	15%
PFG Advisors	Low $420K	$3.2B	7,527	10%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
CS Planning Corp	Low $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%
Elevation Point Wealth Partners, LLC	Very High $1.7M	$8.1B	4,879	33%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
NWF Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Copper Financial	Very Low $99K	$410M	4,165	1%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Focus Financial	Low $490K	$6.7B	13,560	13%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Index Fund Advisors, Inc.	Very High $2.5M	$5.2B	2,095	43%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
Certified Advisory Corp	High $1M	$2.5B	2,476	40%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Retirement Planners of America	Typical $630K	$3.6B	5,625	20%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
St. Germain Investment Management	Typical $550K	$3.5B	6,461	30%
Gerber Kawasaki Wealth & Investment Management	Low $430K	$4B	9,425	7%
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%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
ACR Alpine Capital Research, LLC	Typical $690K	$4.8B	6,960	14%
Signature Investment Advisors, LLC	High $890K	$6.6B	7,454	23%
Gradient Investments, LLC	Very Low $310K	$8.2B	26,560	6%

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