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

Multi-team firms active in Montana 99 firms

Very Low $1.1K-$260K

Low $260K-$450K

Typical $450K-$680K

High $680K-$1.3M

Very High $1.3M-$1.8M

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

Median: $580K

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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%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Core Planning	Typical $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%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
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.	Typical $680K	$2.3B	3,335	18%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
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%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
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%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
On Investment Management CO	Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	Typical $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%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Balefire, LLC	Typical $600K	$1B	1,757	13%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
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%
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%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
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%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Sowell Management	High $680K	$4.3B	6,280	6%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
AlphaStar Capital Management	Low $260K	$2.2B	8,466	5%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
SteelPeak Wealth, LLC	Very High $1.6M	$3.7B	2,278	38%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
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%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
TCI Wealth Advisors, Inc.	Very High $1.6M	$5.2B	3,189	40%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
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%
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	Typical $510K	$4.6B	9,038	39%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
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%
PFG Advisors	Low $420K	$3.2B	7,527	10%
Kestra Private Wealth Services, LLC	Typical $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%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Thrivent Advisor Network, LLC	Typical $460K	$6.7B	14,611	10%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Compound Planning, Inc.	Low $260K	$3B	11,480	5%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Davidson Investment Advisors, Inc.	High $880K	$3.6B	4,091	24%
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%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%

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