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

Multi-team firms active in North Dakota 44 firms

Very Low $1.1K-$160K

Low $160K-$340K

Typical $340K-$1.3M

High $1.3M-$1.3M

Very High $1.3M-$1.6M

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

Median: $550K

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%
XYPN Invest	Typical $1M	$650M	621	25%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Van Clemens Wealth Management, LLC	Typical $770K	$460M	599	32%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
CGN Advisors, LLC	Typical $1.2M	$1.5B	1,281	38%
Transce3nd LLC	Low $260K	$400M	1,581	13%
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%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
On Investment Management CO	Low $320K	$3B	9,317	9%
SB Advisory, LLC	Low $260K	$400M	1,574	5%
Simplicity wealth	Low $200K	$1.7B	8,456	8%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Balefire, LLC	Typical $600K	$1B	1,757	13%
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%
Concorde Asset Management, LLC	Low $160K	$590M	3,689	1%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
CL Wealth Management LLC	Typical $340K	$730M	2,165	29%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
American Independent Securities Group, LLC	Low $220K	$970M	4,339	10%
G. A. Repple & Company	Low $220K	$680M	3,139	0%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Csenge Advisory Group, LLC	Typical $430K	$3.1B	7,147	12%
Novem Group	Typical $390K	$1.4B	3,513	7%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Independent Advisor Alliance, llc	Typical $390K	$16B	42,227	37%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%

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