AUM per client for Multi-team firms serving clients in North Carolina

Multi-team firms active in North Carolina 270 firms

Very Low $3-$180K

Low $180K-$340K

Typical $340K-$540K

High $540K-$1M

Very High $1M-$2.7M

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

Median: $390K

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%
XYPN Invest	Very High $1M	$650M	621	25%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Lifemark Securities Corp.	Typical $400K	$420M	1,053	6%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Core Planning	High $610K	$530M	867	14%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
IP Financial Advisory Services LLC	Low $240K	$480M	2,001	0%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Accelerate Retirement	High $540K	$260M	482	10%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Infinity Financial Services Advisory	Low $260K	$170M	642	5%
Insigneo Advisory Services, LLC	High $670K	$2.3B	3,415	12%
Chelsea Advisory Services, Inc.	Low $270K	$150M	552	8%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
First Citizens Asset Management, Inc	Low $310K	$380M	1,246	5%
Latitude Advisors, LLC	Low $320K	$490M	1,525	8%
Momentum Independent Network Inc.	High $550K	$1.6B	2,817	14%
Northland Asset Management	Typical $460K	$400M	875	55%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Franklin Street Advisors INC.	Very High $9.6M	$3.7B	379	84%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
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	High $540K	$750M	1,388	13%
United Brokerage Services inc	Low $250K	$350M	1,368	4%
The Strategic Financial Alliance, Inc.	Low $260K	$380M	1,457	9%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
Heritage Wealth Advisors	Very High $6.9M	$2.7B	384	66%
Balentine	Very High $9.1M	$4B	439	97%
Crestwood Advisors	Very High $7M	$7.7B	1,106	79%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
IAMS Wealth Management, LLC	Low $240K	$390M	1,612	3%
Prosperity - An EisnerAmper Company	Very High $1.7M	$3.1B	1,850	41%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Lombard Advisers Incorporated	High $540K	$510M	941	8%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
49 Financial	Typical $340K	$1.3B	3,771	6%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
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%
CGN Advisors, LLC	Very High $1.2M	$1.5B	1,281	38%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Capitol Securities Management, Inc.	Typical $440K	$1.4B	3,177	41%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Vectorglobal Iag, Inc.	High $890K	$1.1B	1,203	37%
Portfolio Medics, LLC	Low $270K	$780M	2,929	1%
Savvy	Very High $1.1M	$4.8B	4,552	25%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Global View Capital Management LLC	Low $200K	$770M	3,786	3%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
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%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Interactive Financial Advisors	Low $180K	$240M	1,307	2%
Fortis Capital Advisors, LLC	High $710K	$1.5B	2,127	17%
SignatureFD, LLC	Very High $4.9M	$9.2B	1,891	67%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
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%
Seacrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Financial Gravity Family Office Services, LLC	Typical $340K	$590M	1,716	9%
Earned Wealth Advisors, LLC	Very High $1.6M	$2.4B	1,461	40%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Fiduciary Financial Advisors	High $610K	$1.3B	2,164	26%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
On Investment Management CO	Low $320K	$3B	9,317	9%
NPA Asset Management, LLC	Typical $360K	$840M	2,293	38%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
Wedbush Securities Inc.	High $540K	$5.4B	9,927	27%
SB Advisory, LLC	Low $260K	$400M	1,574	5%
Simplicity wealth	Low $200K	$1.7B	8,456	8%
Plancorp, LLC	Very High $3.9M	$8.8B	2,245	55%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Alden investment Group	Low $240K	$350M	1,457	7%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Tucker Asset Management LLC	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.	Typical $430K	$5.6B	12,906	12%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Advisory Services Network	High $830K	$10B	12,426	9%
Main Street Financial Solutions, LLC	Very High $1.2M	$2.4B	1,981	36%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
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%
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%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
ValMark Advisers, Inc.	High $550K	$8.1B	14,624	11%
Krilogy	Very High $1.4M	$4.4B	3,061	37%
Concurrent Investment Advisors, LLC	Very High $1.2M	$16B	13,268	23%
Forum Financial Management, LP	Very High $1.3M	$7.1B	5,622	31%
Inspire Advisors, LLC	Typical $370K	$1.3B	3,523	9%
Brookwood Investment Group	Typical $360K	$1.3B	3,500	6%
Titleist Asset Management, LLC	Very High $1.3M	$2.5B	1,905	55%
Foguth Wealth Management, LLC.	Typical $370K	$830M	2,259	9%
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%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
B. Riley Wealth Advisors, Inc.	Typical $400K	$4B	10,096	8%
Accurate Wealth Management, LLC	High $650K	$1.7B	2,612	15%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Compass Financial Management LLC	Typical $390K	$850M	2,152	9%
Buck Wealth Strategies, LLC	Low $320K	$890M	2,734	6%
Sowell Management	High $680K	$4.3B	6,280	6%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Capital Investment Advisory Services, LLC	Typical $370K	$2.3B	6,172	12%
AlphaStar Capital Management	Low $260K	$2.2B	8,466	5%
Virtue Capital Management, LLC	Low $230K	$1.3B	5,740	1%
Avior Wealth Management, LLC	Very High $1.2M	$5.6B	4,775	48%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
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%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
OneAscent Financial Services LLC	High $590K	$3B	5,128	16%
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%
Guardian Wealth Advisors, LLC	High $930K	$2B	2,123	22%
Sovran Advisors, LLC	Typical $440K	$1.7B	3,918	9%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
Moors & Cabot, Inc	High $640K	$3.2B	4,921	38%
Prospera Financial Services, inc.	High $570K	$11B	18,706	33%
Ascentis Independent Advisors, LLC	High $740K	$2B	2,690	23%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Everett Harris & Co	Very High $16M	$11B	718	0%
CG Advisory Services	High $580K	$2.8B	4,898	14%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
SEIA	Very High $2.3M	$22B	9,520	52%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Annex Wealth Management, LLC	Very High $1.1M	$7.5B	6,710	43%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Ritholtz Wealth Management	Very High $1.8M	$7.2B	3,999	31%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Stifel Independent Advisors, LLC	High $620K	$4.8B	7,762	27%
Stratos Wealth Advisors LLC	Very High $1.1M	$5.4B	4,928	28%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Strategic blueprint, LLC	High $750K	$2.5B	3,338	27%
Founders Financial Alliance, LLC	Typical $480K	$1.1B	2,354	30%
Larson Financial Group, LLC	Very High $1.1M	$5.4B	4,937	35%
Merit Financial Advisors	High $900K	$18B	20,040	22%
The Pinnacle Financial Group	Typical $410K	$1.3B	3,150	40%
Sunbelt Securities, Inc.	Typical $370K	$1.9B	5,261	13%
Gibbs Wealth Management, LLC	Low $200K	$1B	5,356	3%
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.	Typical $380K	$5.2B	13,711	7%
Founders Financial Securities, LLC	Typical $390K	$3.7B	9,590	15%
Financial Security Advisory Inc	High $580K	$1.6B	2,810	16%
Silver Oak Securities, Incorporated	Low $280K	$2.4B	8,631	5%
Stephens	High $670K	$14B	21,168	15%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
IFG Advisory, LLC	Typical $510K	$4.6B	9,038	39%
Gladstone Wealth Partners	High $680K	$5.6B	8,302	27%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Impact Partnership Wealth, LLC	Typical $370K	$2.9B	7,988	6%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
Continuum Advisory, LLC	High $540K	$1.8B	3,344	27%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
G. A. Repple & Company	Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Low $220K	$3.6B	16,436	24%
Salem Investment Counselors Inc	Very High $2.9M	$3.8B	1,294	46%
SageSpring Wealth Partners	High $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%
The Retirement Planning Group, LLC	High $850K	$4B	4,748	31%
Kestra Private Wealth Services, LLC	High $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%
CS Planning Corp	Typical $470K	$1.9B	4,190	13%
Mariner Advisor Network	High $580K	$9.3B	16,100	14%
CreativeOne Securities, LLC	Low $180K	$2.3B	12,362	3%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
XML Financial Group	Very High $1.1M	$3.2B	2,890	29%
Bragg Financial Advisors Inc	Very High $2.2M	$3.3B	1,537	48%
Creativeone Wealth, LLC	Low $260K	$5.8B	22,064	8%
Consolidated Portfolio Review Corp	Low $260K	$1.6B	6,187	5%
Level Four Advisory Services	Low $320K	$4.8B	14,964	34%
Csenge Advisory Group, LLC	Typical $430K	$3.1B	7,147	12%
PKS Advisory Services, LLC	Low $220K	$1.1B	4,874	4%
Colony Family Offices, LLC	Very High $5.1M	$3.2B	631	100%
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	High $700K	$8.5B	12,143	18%
Foundations Investment Advisors LLC	Typical $340K	$10B	29,615	20%
MCF Advisors, LLC	High $750K	$2.6B	3,440	19%
Signal Advisors Wealth, LLC	Typical $350K	$1.7B	4,816	10%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Novem Group	Typical $390K	$1.4B	3,513	7%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Focus Financial	Typical $490K	$6.7B	13,560	13%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Leavell Investment Management, Inc.	High $830K	$2.4B	2,850	19%
Flagship Harbor Advisors, LLC	Typical $460K	$3.4B	7,280	35%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Palisade Capital Management, LP	Very High $1.2M	$1.8B	1,577	32%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Strategic Wealth Investment Group, LLC	Typical $350K	$1.4B	3,900	7%
OneSeven	Typical $460K	$7.3B	15,787	12%
Credit Union Investment Services	Very Low $3	$110K	36,300	0%
Independent Advisor Alliance, llc	Typical $390K	$16B	42,227	37%
Advisory Alpha, LLC	Low $270K	$2.4B	8,799	5%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Compound Planning, Inc.	Low $260K	$3B	11,480	5%
Bison Wealth, LLC	Low $300K	$2.5B	8,569	69%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
NorthCoast Asset Management LLC	Very High $1M	$4.6B	4,412	27%
IHT Wealth Management LLC	Low $280K	$7.1B	25,096	28%
Wealthcare Capital Management LLC	High $660K	$3.7B	5,638	23%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
The Partners Wealth Management	Low $180K	$1.1B	5,925	7%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
IPI Wealth Management, Inc.	Low $190K	$2.5B	13,138	3%
The Fiduciary Alliance	Low $270K	$2.4B	8,744	27%
Great Valley Advisor Group, LLC	Low $250K	$9.3B	36,836	5%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Facet	Typical $450K	$6B	13,331	17%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
Good Life Advisors, LLC	Low $190K	$4.3B	22,240	4%
Trajan Wealth, L.L.C.	Low $240K	$2.6B	10,633	10%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Advisors Capital Management, LLC	High $640K	$11B	17,842	16%
Beacon Capital Management, Inc.	Low $200K	$2B	10,219	2%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Marshfield Associates	Very High $1.2M	$4.7B	3,946	22%
VestGen Advisors, LLC	Low $290K	$6.7B	22,790	6%
Beck, Mack & Oliver LLC	Very High $3.4M	$5.1B	1,512	47%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
Aptus Capital Advisors, LLC	High $840K	$11B	12,693	19%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Gradient Investments, LLC	Low $310K	$8.2B	26,560	6%

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