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

Multi-team firms active in Minnesota 175 firms

Very Low $61K-$260K

Low $260K-$420K

Typical $420K-$610K

High $610K-$1.3M

Very High $1.3M-$2.6M

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

Median: $490K

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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%
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%
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%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Van Clemens Wealth Management, LLC	High $770K	$460M	599	32%
Maxim Financial Advisors LLC	Typical $540K	$410M	758	6%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Northland Asset Management	Typical $460K	$400M	875	55%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
Bailard, Inc.	Very High $4.6M	$4.6B	1,008	76%
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.	Low $280K	$1.3B	4,845	23%
Valeo Financial Advisors, LLC	Very High $4.2M	$13B	3,021	75%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Prosperity - An EisnerAmper Company	Very High $1.7M	$3.1B	1,850	41%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
49 Financial	Low $340K	$1.3B	3,771	6%
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%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Portfolio Medics, LLC	Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
Boulay Wealth	Very High $2.1M	$2.4B	1,106	48%
JMG Financial Group LTD	Very High $4.2M	$7.5B	1,776	79%
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%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
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%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Balefire, LLC	Typical $600K	$1B	1,757	13%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
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%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Secure Asset Management, L.L.C.	Low $300K	$870M	2,877	8%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Farther	High $970K	$14B	14,593	24%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
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%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Perennial Financial Services	High $760K	$2.3B	3,069	30%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
Creative Financial Designs, Inc.	Low $280K	$2.9B	10,477	4%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
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%
Guardian Wealth Advisors, LLC	High $930K	$2B	2,123	22%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
Moors & Cabot, Inc	High $640K	$3.2B	4,921	38%
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%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Annex Wealth Management, LLC	High $1.1M	$7.5B	6,710	43%
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%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
OnePoint BFG Wealth Partners	Very High $1.7M	$14B	8,458	35%
Garden State Investment Advisory Services, LLC	Very Low $260K	$650M	2,492	6%
Nicolet Wealth Management	High $740K	$2.8B	3,791	16%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	22%
Berger Financial Group	High $780K	$2.9B	3,755	22%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Corecap Advisors	Low $410K	$4B	9,671	10%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
Stephens	High $670K	$14B	21,168	15%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
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%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
PFG Advisors	Low $420K	$3.2B	7,527	10%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Fiduciary Counselling Inc	Very High $5.4M	$8.8B	1,645	39%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
CS Planning Corp	Typical $470K	$1.9B	4,190	13%
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	Low $260K	$5.8B	22,064	8%
Level Four Advisory Services	Low $320K	$4.8B	14,964	34%
NWF Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Focus Financial	Typical $490K	$6.7B	13,560	13%
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%
Orgel Wealth Management, LLC	Very High $1.9M	$7.1B	3,786	39%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Advisor Resource Council	Low $290K	$3.3B	11,699	18%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Retirement Planners of America	High $630K	$3.6B	5,625	20%
IHT Wealth Management LLC	Low $280K	$7.1B	25,096	28%
The Fiduciary Alliance	Low $270K	$2.4B	8,744	27%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Accredited Investors Wealth Management	Very High $4.7M	$4.4B	942	75%
Riverbridge	High $930K	$3.2B	3,482	100%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
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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