AUM per client for Multi-team firms serving clients in New Mexico

Multi-team firms active in New Mexico 108 firms

Very Low $1.1K-$260K

Low $260K-$420K

Typical $420K-$620K

High $620K-$1.3M

Very High $1.3M-$1.6M

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

Median: $540K

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Firm	AUM/client	AUM	Clients	HNW client %
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%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Accelerate Retirement	Typical $540K	$260M	482	10%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
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%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	High $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%
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%
Americana Partners, LLC	Very High $4.3M	$7B	1,627	51%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
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%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Nfsg Corporation	Low $340K	$1B	3,036	25%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
On Investment Management CO	Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
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%
U.S. Capital Wealth Advisors, LLC	Very High $1.9M	$8.2B	4,395	43%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
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%
Advisory Services Network	High $830K	$10B	12,426	9%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
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%
Waterloo Capital	High $780K	$2B	2,609	35%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Rehmann Wealth	Very High $1.6M	$3.4B	2,186	51%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Buck Wealth Strategies, LLC	Low $320K	$890M	2,734	6%
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%
AlphaStar Capital Management	Low $260K	$2.2B	8,466	5%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
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%
SteelPeak Wealth, LLC	Very High $1.6M	$3.7B	2,278	38%
Synovus Securities, Inc.	High $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	High $640K	$3.2B	4,921	38%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Ascentis Independent Advisors, LLC	High $740K	$2B	2,690	23%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Trek Financial	Typical $540K	$2.4B	4,539	15%
TCI Wealth Advisors, Inc.	Very High $1.6M	$5.2B	3,189	40%
Founders Financial Alliance, LLC	Typical $480K	$1.1B	2,354	30%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	22%
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%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Golden State Wealth Management, LLC	Typical $520K	$2.2B	4,119	40%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
intrua Financial	Typical $510K	$1.7B	3,347	12%
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%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
PFG Advisors	Typical $420K	$3.2B	7,527	10%
Symphony Financial, Ltd. Co.	Typical $460K	$1.3B	2,823	30%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
Level Four Advisory Services	Low $320K	$4.8B	14,964	34%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Compound Planning, Inc.	Low $260K	$3B	11,480	5%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
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	Typical $430K	$6.3B	14,602	15%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%

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