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

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Dunham	Low $400K	$5.1B	12,774	15%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
OneSeven	Typical $460K	$7.3B	15,787	12%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
NWF Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
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%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Golden State Wealth Management, LLC	Typical $520K	$2.2B	4,119	40%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Stephens	High $670K	$14B	21,168	15%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Corecap Advisors	Low $410K	$4B	9,671	10%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
TCI Wealth Advisors, Inc.	Very High $1.6M	$5.2B	3,189	40%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
SEIA	Very High $2.3M	$22B	9,520	52%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Dynamic	High $960K	$5.3B	5,509	33%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
SteelPeak Wealth, LLC	Very High $1.6M	$3.7B	2,278	38%
Soltis Investment Advisors, LLC	Very High $1.3M	$6.9B	5,113	63%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
Cooper McManus	High $790K	$2.7B	3,379	16%
Destination Wealth Management	Very High $2.1M	$4.8B	2,272	59%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Forum Financial Management, LP	Very High $1.3M	$7.1B	5,622	31%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Farther	High $970K	$14B	14,593	24%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Advisory Services Network	High $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
One Capital Management, LLC	Very High $1.5M	$5.3B	3,468	34%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
On Investment Management CO	Low $320K	$3B	9,317	9%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Fourstar Wealth Advisors, LLC	High $780K	$1.4B	1,753	16%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Empirical Wealth management	Very High $3.4M	$8.3B	2,394	77%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
JMG Financial Group LTD	Very High $4.2M	$7.5B	1,776	79%
Transce3nd LLC	Very Low $260K	$400M	1,581	13%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
BakerAvenue	Very High $4.7M	$4.8B	1,019	70%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Beacon Global Advisor Network, LLC	Typical $540K	$750M	1,388	13%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Certuity, LLC	Very High $5.2M	$2.4B	464	89%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Realta Investment Advisors, Inc	Low $310K	$380M	1,213	31%
Insigneo Advisory Services, LLC	High $670K	$2.3B	3,415	12%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Frost Investment Services	High $710K	$2.1B	3,019	18%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Core Planning	Typical $610K	$530M	867	14%
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%
RBC Securities, Inc.	High $920K	$1.2B	1,292	26%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support