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

Multi-team firms active in Nebraska 119 firms

Very Low $1.1K-$130K

Low $130K-$390K

Typical $390K-$820K

High $820K-$1.3M

Very High $1.3M-$3.3M

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%
Gradient Advisors, LLC	Low $130K	$290M	2,149	2%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
IP Financial Advisory Services LLC	Low $240K	$480M	2,001	0%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
Van Clemens Wealth Management, LLC	Typical $770K	$460M	599	32%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
Yale Capital Corp.	Very High $42M	$4.9B	117	100%
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%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
BOK Financial Advisors	Low $310K	$1B	3,263	11%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
IAMS Wealth Management, LLC	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%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Wesbanco Securities, Inc.	Low $180K	$290M	1,627	13%
Foster Group, INC.	Very High $2.1M	$4B	1,956	37%
Global View Capital Management LLC	Low $200K	$770M	3,786	3%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
On Investment Management CO	Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Concorde Asset Management, LLC	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%
Bridges Investment Management Inc	Very High $3.3M	$5.6B	1,671	45%
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%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Archer Investment Corporation	Low $180K	$770M	4,290	4%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Lutz Financial	Very High $2.8M	$2.3B	845	50%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
AlphaStar Capital Management	Low $260K	$2.2B	8,466	5%
Pittenger & Anderson Inc	Very High $1.8M	$1.6B	894	38%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Creative Financial Designs, Inc.	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%
LexAurum Advisors	Typical $570K	$1.2B	2,189	15%
Soltis Investment Advisors, LLC	Very High $1.3M	$6.9B	5,113	63%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
GRADIENT Wealth Management	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%
Guardian Wealth Advisors, LLC	High $930K	$2B	2,123	22%
Wealth Watch Advisors, INC	Low $170K	$610M	3,587	2%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Strategic blueprint, LLC	Typical $750K	$2.5B	3,338	27%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Merit Financial Advisors	High $900K	$18B	20,040	22%
OnePoint BFG Wealth Partners	Very High $1.7M	$14B	8,458	35%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Corecap Advisors	Typical $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%
Silver Oak Securities, Incorporated	Low $280K	$2.4B	8,631	5%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Diversify Wealth Management, LLC	Typical $820K	$3.9B	4,719	18%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
G. A. Repple & Company	Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Low $220K	$3.6B	16,436	24%
SageSpring Wealth Partners	Typical $730K	$8.4B	11,558	18%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
PFG Advisors	Typical $420K	$3.2B	7,527	10%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Grimes & Company	Very High $1.6M	$5.8B	3,660	49%
ASSET ALLOCATION STRATEGIES, llc	Low $160K	$720M	4,363	4%
CreativeOne Securities, LLC	Low $180K	$2.3B	12,362	3%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
Creativeone Wealth, LLC	Low $260K	$5.8B	22,064	8%
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%
Triad Wealth Partners, LLC	Typical $390K	$1.5B	3,896	13%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Novem Group	Typical $390K	$1.4B	3,513	7%
Stoker Ostler, a Part of BMO Financial Group	Very High $2.3M	$3.7B	1,579	60%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Thrivent Advisor Network, LLC	Typical $460K	$6.7B	14,611	10%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Compound Planning, Inc.	Low $260K	$3B	11,480	5%
Sound Income Strategies, LLC	Low $170K	$4.2B	24,734	2%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
St. Germain Investment Management	Typical $550K	$3.5B	6,461	30%
Missionsquare Retirement	Low $140K	$5.7B	40,526	1%
The Ascent Group, LLC	High $850K	$3.5B	4,177	21%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%

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