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

Multi-team firms active in Nevada 148 firms

Very Low $130K-$300K

Low $300K-$440K

Typical $440K-$640K

High $640K-$1.3M

Very High $1.3M-$2.6M

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

Median: $550K

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Firm	AUM/client	AUM	Clients	HNW client %
RBC Securities, Inc.	High $920K	$1.2B	1,292	26%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
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%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Insigneo Advisory Services, LLC	High $670K	$2.3B	3,415	12%
Realta Investment Advisors, Inc	Low $310K	$380M	1,213	31%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Certuity, LLC	Very High $5.2M	$2.4B	464	89%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
Beacon Global Advisor Network, LLC	Typical $540K	$750M	1,388	13%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
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%
BakerAvenue	Very High $4.7M	$4.8B	1,019	70%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
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%
JMG Financial Group LTD	Very High $4.2M	$7.5B	1,776	79%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Empirical Wealth management	Very High $3.4M	$8.3B	2,394	77%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Fourstar Wealth Advisors, LLC	High $780K	$1.4B	1,753	16%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
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	Typical $630K	$1.2B	1,935	16%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
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	Low $420K	$2.5B	5,871	35%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
Kovack Advisors, inc.	Low $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%
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%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Forum Financial Management, LP	Very High $1.3M	$7.1B	5,622	31%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Destination Wealth Management	Very High $2.1M	$4.8B	2,272	59%
Cooper McManus	High $790K	$2.7B	3,379	16%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Soltis Investment Advisors, LLC	Very High $1.3M	$6.9B	5,113	63%
SteelPeak Wealth, LLC	Very High $1.6M	$3.7B	2,278	38%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
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%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
SEIA	Very High $2.3M	$22B	9,520	52%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
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%
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%
Stephens	High $670K	$14B	21,168	15%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Golden State Wealth Management, LLC	Typical $520K	$2.2B	4,119	40%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
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%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
NWF Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
OneSeven	Typical $460K	$7.3B	15,787	12%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Dunham	Low $400K	$5.1B	12,774	15%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%

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