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

Multi-team firms active in Missouri 186 firms

Very Low $4.7K-$300K

Low $300K-$420K

Typical $420K-$610K

High $610K-$1.3M

Very High $1.3M-$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	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%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
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	Typical $480K	$370M	756	13%
Prairie Capital Management Group, LLC	Very High $6.8M	$2.9B	431	100%
Realta Investment Advisors, Inc	Low $310K	$380M	1,213	31%
Van Clemens Wealth Management, LLC	High $770K	$460M	599	32%
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%
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%
Prevail Innovative Wealth Advisors, LLC	High $840K	$660M	788	21%
BOK Financial Advisors	Low $310K	$1B	3,263	11%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Acropolis Investment Management	Very High $2.4M	$2.5B	1,037	61%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
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%
Arvest Wealth management	Typical $440K	$2.9B	6,689	9%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
Transce3nd LLC	Very Low $260K	$400M	1,581	13%
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.	Very Low $290K	$1.4B	5,056	6%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Fortis Capital Advisors, LLC	High $710K	$1.5B	2,127	17%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Seacrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
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%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Plancorp, LLC	Very High $3.9M	$8.8B	2,245	55%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
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%
RubinBrown Advisors LLC	Very High $3M	$3.3B	1,101	66%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
One Capital Management, LLC	Very High $1.5M	$5.3B	3,468	34%
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%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
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%
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%
Krilogy	Very High $1.4M	$4.4B	3,061	37%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Forum Financial Management, LP	Very High $1.3M	$7.1B	5,622	31%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
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%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Sowell Management	High $680K	$4.3B	6,280	6%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Victory Financial	Typical $450K	$1.3B	2,937	12%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
American Century Investments Private Client Group, Inc.	Typical $570K	$2.3B	4,098	0%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
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.	Very Low $290K	$1.9B	6,350	5%
LexAurum Advisors	Typical $570K	$1.2B	2,189	15%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
FAS Wealth Partners, Inc.	Very High $2.4M	$3.7B	1,524	40%
Arax Advisory Partners	Very High $1.4M	$9.9B	6,949	26%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
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%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Vicus Capital, Inc.	Typical $470K	$2.9B	6,170	36%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Corecap Advisors	Low $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%
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%
IFG Advisory, LLC	Typical $510K	$4.6B	9,038	39%
Gladstone Wealth Partners	High $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%
Visionary Wealth Advisors, LLC	High $820K	$3.4B	4,186	21%
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%
Smith Moore & Co.	Typical $530K	$2.2B	4,095	31%
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%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
Creativeone Wealth, LLC	Very 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%
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%
Copper Financial	Very Low $99K	$410M	4,165	1%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Octavia Wealth Advisors LLC	Typical $490K	$1.8B	3,672	13%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
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%
Midwestern Securities Trading Company, LLC	Very Low $160K	$1.9B	11,709	2%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Argent Capital Management LLC	Very High $3.2M	$3.4B	1,071	18%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Advisors Capital Management, LLC	High $640K	$11B	17,842	16%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
ACR Alpine Capital Research, LLC	High $690K	$4.8B	6,960	14%
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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