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

Multi-team firms active in Michigan 213 firms

Very Low $130K-$290K

Low $290K-$390K

Typical $390K-$610K

High $610K-$1.3M

Very High $1.3M-$6.4M

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%
Waldron Private Wealth	Very High $11M	$5.5B	517	68%
XYPN Invest	High $1M	$650M	621	25%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Lifemark Securities Corp.	Typical $400K	$420M	1,053	6%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Core Planning	High $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%
Accelerate Retirement	Typical $540K	$260M	482	10%
Insigneo Advisory Services, LLC	High $670K	$2.3B	3,415	12%
Saxony Capital Management, LLC	Typical $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.	Typical $400K	$390M	973	10%
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.	High $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
The Strategic Financial Alliance, Inc.	Very Low $260K	$380M	1,457	9%
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%
Plante Moran FInancial Advisors	Very High $6.4M	$25B	3,894	86%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
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%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
Ashton Thomas Private Wealth	Very 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%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
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%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
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%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
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%
Azimuth Capital Management	Very High $9.6M	$3.6B	381	83%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Fiduciary Financial Advisors	High $610K	$1.3B	2,164	26%
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	High $630K	$1.2B	1,935	16%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Avantax Planning Partners, Inc.	High $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%
Hamilton Capital	Very High $1.4M	$3.9B	2,744	49%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Alden investment Group	Very Low $240K	$350M	1,457	7%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
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	Very 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%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
Korhorn Financial Group	Typical $460K	$1.1B	2,303	19%
Secure Asset Management, L.L.C.	Low $300K	$870M	2,877	8%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Farther	High $970K	$14B	14,593	24%
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	High $1.2M	$16B	13,268	23%
SYM Financial Advisors	Very High $2.1M	$3.8B	1,801	47%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Rehmann Wealth	Very High $1.6M	$3.4B	2,186	51%
Foguth Wealth Management, LLC.	Low $370K	$830M	2,259	9%
Perigon Wealth Management, LLC	Very 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%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
B. Riley Wealth Advisors, Inc.	Typical $400K	$4B	10,096	8%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Waverly Advisors, LLC	Very 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	Very High $1.3M	$6.9B	5,113	63%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Cyndeo Wealth Partners	Very High $2.5M	$3.1B	1,219	47%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Dynamic	High $960K	$5.3B	5,509	33%
CliftonLarsonAllen Wealth Advisors, LLC	Very 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%
Arax Advisory Partners	Very 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%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
SEIA	Very High $2.3M	$22B	9,520	52%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Annex Wealth Management, LLC	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	High $620K	$4.8B	7,762	27%
Strategic blueprint, LLC	High $750K	$2.5B	3,338	27%
Founders Financial Alliance, LLC	Typical $480K	$1.1B	2,354	30%
Merit Financial Advisors	High $900K	$18B	20,040	22%
OnePoint BFG Wealth Partners	Very High $1.7M	$14B	8,458	35%
Nicolet Wealth Management	High $740K	$2.8B	3,791	16%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	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%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Clear Creek Financial Management, LLC	Typical $460K	$1.8B	3,964	12%
RFG Advisory, LLC	Low $320K	$4.6B	14,368	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%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Golden State Wealth Management, LLC	Typical $520K	$2.2B	4,119	40%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Kintra Wealth, LLC	Typical $520K	$1.5B	2,914	45%
Summit Wealth Group	High $740K	$2.3B	3,117	19%
Venture Visionary Partners LLC	Very High $1.6M	$4.3B	2,660	31%
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%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
The Retirement Planning Group, LLC	High $850K	$4B	4,748	31%
Kestra Private Wealth Services, LLC	High $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%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
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%
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%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
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	Typical $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%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Thrivent Advisor Network, LLC	Typical $460K	$6.7B	14,611	10%
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%
OneSeven	Typical $460K	$7.3B	15,787	12%
FSA Advisors, Inc.	Very Low $130K	$570M	4,406	1%
Mainstay Capital Management, LLC	Very High $1.3M	$4.5B	3,405	45%
Independent Advisor Alliance, llc	Typical $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%
Bison Wealth, LLC	Low $300K	$2.5B	8,569	69%
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	Very Low $280K	$7.1B	25,096	28%
Wealthcare Capital Management LLC	High $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%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
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%
Advance Capital Management Inc	High $670K	$4.9B	7,287	21%
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%
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%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Gradient Investments, LLC	Low $310K	$8.2B	26,560	6%

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