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

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Gradient Investments, LLC	Low $310K	$8.2B	26,560	6%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Aptus Capital Advisors, LLC	High $840K	$11B	12,693	19%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Beck, Mack & Oliver LLC	Very High $3.4M	$5.1B	1,512	47%
VestGen Advisors, LLC	Low $290K	$6.7B	22,790	6%
Marshfield Associates	Very High $1.2M	$4.7B	3,946	22%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Low $200K	$2B	10,219	2%
Advisors Capital Management, LLC	High $640K	$11B	17,842	16%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Trajan Wealth, L.L.C.	Low $240K	$2.6B	10,633	10%
Good Life Advisors, LLC	Low $190K	$4.3B	22,240	4%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
Facet	Typical $450K	$6B	13,331	17%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Great Valley Advisor Group, LLC	Low $250K	$9.3B	36,836	5%
The Fiduciary Alliance	Low $270K	$2.4B	8,744	27%
IPI Wealth Management, Inc.	Low $190K	$2.5B	13,138	3%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
The Partners Wealth Management	Low $180K	$1.1B	5,925	7%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
Wealthcare Capital Management LLC	High $660K	$3.7B	5,638	23%
IHT Wealth Management LLC	Low $280K	$7.1B	25,096	28%
NorthCoast Asset Management LLC	Very High $1M	$4.6B	4,412	27%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Bison Wealth, LLC	Low $300K	$2.5B	8,569	69%
Compound Planning, Inc.	Low $260K	$3B	11,480	5%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Advisory Alpha, LLC	Low $270K	$2.4B	8,799	5%
Independent Advisor Alliance, llc	Typical $390K	$16B	42,227	37%
Credit Union Investment Services	Very Low $3	$110K	36,300	0%
OneSeven	Typical $460K	$7.3B	15,787	12%
Strategic Wealth Investment Group, LLC	Typical $350K	$1.4B	3,900	7%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Palisade Capital Management, LP	Very High $1.2M	$1.8B	1,577	32%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Flagship Harbor Advisors, LLC	Typical $460K	$3.4B	7,280	35%
Leavell Investment Management, Inc.	High $830K	$2.4B	2,850	19%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Focus Financial	Typical $490K	$6.7B	13,560	13%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Novem Group	Typical $390K	$1.4B	3,513	7%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Signal Advisors Wealth, LLC	Typical $350K	$1.7B	4,816	10%
MCF Advisors, LLC	High $750K	$2.6B	3,440	19%
Foundations Investment Advisors LLC	Typical $340K	$10B	29,615	20%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
Triad Wealth Partners, LLC	Typical $390K	$1.5B	3,896	13%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Colony Family Offices, LLC	Very High $5.1M	$3.2B	631	100%
PKS Advisory Services, LLC	Low $220K	$1.1B	4,874	4%
Csenge Advisory Group, LLC	Typical $430K	$3.1B	7,147	12%
Level Four Advisory Services	Low $320K	$4.8B	14,964	34%
Consolidated Portfolio Review Corp	Low $260K	$1.6B	6,187	5%
Creativeone Wealth, LLC	Low $260K	$5.8B	22,064	8%
Bragg Financial Advisors Inc	Very High $2.2M	$3.3B	1,537	48%
XML Financial Group	Very High $1.1M	$3.2B	2,890	29%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
CreativeOne Securities, LLC	Low $180K	$2.3B	12,362	3%
Mariner Advisor Network	High $580K	$9.3B	16,100	14%
CS Planning Corp	Typical $470K	$1.9B	4,190	13%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Kestra Private Wealth Services, LLC	High $650K	$13B	19,977	27%
The Retirement Planning Group, LLC	High $850K	$4B	4,748	31%
PFG Advisors	Typical $420K	$3.2B	7,527	10%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
SageSpring Wealth Partners	High $730K	$8.4B	11,558	18%
Salem Investment Counselors Inc	Very High $2.9M	$3.8B	1,294	46%
Ausdal Financial Partners, Inc.	Low $220K	$3.6B	16,436	24%
G. A. Repple & Company	Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Continuum Advisory, LLC	High $540K	$1.8B	3,344	27%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
Impact Partnership Wealth, LLC	Typical $370K	$2.9B	7,988	6%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Gladstone Wealth Partners	High $680K	$5.6B	8,302	27%
IFG Advisory, LLC	Typical $510K	$4.6B	9,038	39%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Stephens	High $670K	$14B	21,168	15%
Silver Oak Securities, Incorporated	Low $280K	$2.4B	8,631	5%
Financial Security Advisory Inc	High $580K	$1.6B	2,810	16%
Founders Financial Securities, LLC	Typical $390K	$3.7B	9,590	15%
LaSalle St. Investment Advisors, L.L.C.	Typical $380K	$5.2B	13,711	7%
RFG Advisory, LLC	Low $320K	$4.6B	14,368	10%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Gibbs Wealth Management, LLC	Low $200K	$1B	5,356	3%
Sunbelt Securities, Inc.	Typical $370K	$1.9B	5,261	13%
The Pinnacle Financial Group	Typical $410K	$1.3B	3,150	40%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Larson Financial Group, LLC	Very High $1.1M	$5.4B	4,937	35%
Founders Financial Alliance, LLC	Typical $480K	$1.1B	2,354	30%
Strategic blueprint, LLC	High $750K	$2.5B	3,338	27%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Stratos Wealth Advisors LLC	Very High $1.1M	$5.4B	4,928	28%
Stifel Independent Advisors, LLC	High $620K	$4.8B	7,762	27%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Ritholtz Wealth Management	Very High $1.8M	$7.2B	3,999	31%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Annex Wealth Management, LLC	Very High $1.1M	$7.5B	6,710	43%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
SEIA	Very High $2.3M	$22B	9,520	52%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
CG Advisory Services	High $580K	$2.8B	4,898	14%
Everett Harris & Co	Very High $16M	$11B	718	0%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Ascentis Independent Advisors, LLC	High $740K	$2B	2,690	23%
Prospera Financial Services, inc.	High $570K	$11B	18,706	33%
Moors & Cabot, Inc	High $640K	$3.2B	4,921	38%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
Sovran Advisors, LLC	Typical $440K	$1.7B	3,918	9%
Guardian Wealth Advisors, LLC	High $930K	$2B	2,123	22%
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%
OneAscent Financial Services LLC	High $590K	$3B	5,128	16%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Creative Financial Designs, Inc.	Low $280K	$2.9B	10,477	4%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Avior Wealth Management, LLC	Very High $1.2M	$5.6B	4,775	48%
Virtue Capital Management, LLC	Low $230K	$1.3B	5,740	1%
AlphaStar Capital Management	Low $260K	$2.2B	8,466	5%
Capital Investment Advisory Services, LLC	Typical $370K	$2.3B	6,172	12%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Sowell Management	High $680K	$4.3B	6,280	6%
Buck Wealth Strategies, LLC	Low $320K	$890M	2,734	6%
Compass Financial Management LLC	Typical $390K	$850M	2,152	9%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Accurate Wealth Management, LLC	High $650K	$1.7B	2,612	15%
B. Riley Wealth Advisors, Inc.	Typical $400K	$4B	10,096	8%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
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%
Foguth Wealth Management, LLC.	Typical $370K	$830M	2,259	9%
Titleist Asset Management, LLC	Very High $1.3M	$2.5B	1,905	55%
Brookwood Investment Group	Typical $360K	$1.3B	3,500	6%
Inspire Advisors, LLC	Typical $370K	$1.3B	3,523	9%
Forum Financial Management, LP	Very High $1.3M	$7.1B	5,622	31%
Concurrent Investment Advisors, LLC	Very High $1.2M	$16B	13,268	23%
Krilogy	Very High $1.4M	$4.4B	3,061	37%
ValMark Advisers, Inc.	High $550K	$8.1B	14,624	11%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
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%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Secure Asset Management, L.L.C.	Low $300K	$870M	2,877	8%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
Main Street Financial Solutions, LLC	Very High $1.2M	$2.4B	1,981	36%
Advisory Services Network	High $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Kovack Advisors, inc.	Typical $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	Low $180K	$530M	2,943	1%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
Alden investment Group	Low $240K	$350M	1,457	7%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Plancorp, LLC	Very High $3.9M	$8.8B	2,245	55%
Simplicity wealth	Low $200K	$1.7B	8,456	8%
SB Advisory, LLC	Low $260K	$400M	1,574	5%
Wedbush Securities Inc.	High $540K	$5.4B	9,927	27%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
NPA Asset Management, LLC	Typical $360K	$840M	2,293	38%
On Investment Management CO	Low $320K	$3B	9,317	9%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
Fiduciary Financial Advisors	High $610K	$1.3B	2,164	26%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Earned Wealth Advisors, LLC	Very High $1.6M	$2.4B	1,461	40%
Financial Gravity Family Office Services, LLC	Typical $340K	$590M	1,716	9%
Seacrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Nfsg Corporation	Low $340K	$1B	3,036	25%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
SignatureFD, LLC	Very High $4.9M	$9.2B	1,891	67%
Fortis Capital Advisors, LLC	High $710K	$1.5B	2,127	17%
Interactive Financial Advisors	Low $180K	$240M	1,307	2%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Mission Wealth Management, LP	Very High $2.9M	$14B	4,679	76%
Global View Capital Management LLC	Low $200K	$770M	3,786	3%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Portfolio Medics, LLC	Low $270K	$780M	2,929	1%
Savvy	Very High $1.1M	$4.8B	4,552	25%
Vectorglobal Iag, Inc.	High $890K	$1.1B	1,203	37%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Capitol Securities Management, Inc.	Typical $440K	$1.4B	3,177	41%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
CGN Advisors, LLC	Very High $1.2M	$1.5B	1,281	38%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
49 Financial	Typical $340K	$1.3B	3,771	6%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Lombard Advisers Incorporated	High $540K	$510M	941	8%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Prosperity - An EisnerAmper Company	Very High $1.7M	$3.1B	1,850	41%
IAMS Wealth Management, LLC	Low $240K	$390M	1,612	3%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
Crestwood Advisors	Very High $7M	$7.7B	1,106	79%
Balentine	Very High $9.1M	$4B	439	97%
Heritage Wealth Advisors	Very High $6.9M	$2.7B	384	66%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
The Strategic Financial Alliance, Inc.	Low $260K	$380M	1,457	9%
United Brokerage Services inc	Low $250K	$350M	1,368	4%
Beacon Global Advisor Network, LLC	High $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%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Fifth Third Wealth Advisors LLC	Very High $2.3M	$3.3B	1,426	40%
Franklin Street Advisors INC.	Very High $9.6M	$3.7B	379	84%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
Northland Asset Management	Typical $460K	$400M	875	55%
Momentum Independent Network Inc.	High $550K	$1.6B	2,817	14%
Latitude Advisors, LLC	Low $320K	$490M	1,525	8%
First Citizens Asset Management, Inc	Low $310K	$380M	1,246	5%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
Chelsea Advisory Services, Inc.	Low $270K	$150M	552	8%
Insigneo Advisory Services, LLC	High $670K	$2.3B	3,415	12%
Infinity Financial Services Advisory	Low $260K	$170M	642	5%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Accelerate Retirement	High $540K	$260M	482	10%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
IP Financial Advisory Services LLC	Low $240K	$480M	2,001	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Core Planning	High $610K	$530M	867	14%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Lifemark Securities Corp.	Typical $400K	$420M	1,053	6%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
XYPN Invest	Very High $1M	$650M	621	25%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%

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