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

Multi-team firms active in Mississippi 88 firms

Very Low $180K-$310K

Low $310K-$510K

Typical $510K-$640K

High $640K-$1.3M

Very High $1.3M-$1.6M

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

Median: $580K

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
St. Germain Investment Management	Typical $550K	$3.5B	6,461	30%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Kestra Private Wealth Services, LLC	High $650K	$13B	19,977	27%
Smith Moore & Co.	Typical $530K	$2.2B	4,095	31%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Summit Wealth Group	High $740K	$2.3B	3,117	19%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
IFG Advisory, LLC	Low $510K	$4.6B	9,038	39%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Stephens	High $670K	$14B	21,168	15%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Corecap Advisors	Low $410K	$4B	9,671	10%
HighPoint Planning Partners	Typical $510K	$4.7B	9,160	36%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Accurate Wealth Management, LLC	High $650K	$1.7B	2,612	15%
Advocacy Wealth Management, LLC	Very High $1.7M	$2.7B	1,658	39%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Advisory Services Network	High $830K	$10B	12,426	9%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Balefire, LLC	Typical $600K	$1B	1,757	13%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
On Investment Management CO	Low $320K	$3B	9,317	9%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Fortis Capital Advisors, LLC	High $710K	$1.5B	2,127	17%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%

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