AUM per client for Multi-team firms serving clients in Ohio

Multi-team firms active in Ohio 246 firms

Very Low $180K-$320K

Low $320K-$480K

Typical $480K-$680K

High $680K-$1.6M

Very High $1.6M-$3.9M

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

Median: $550K

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
Oxford Financial Group, LTD	Very High $24M	$14B	589	94%
Waldron Private Wealth	Very High $11M	$5.5B	517	68%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
MILL CREEK CAPITAL ADVISORS, LLC	Very High $20M	$7.2B	365	100%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
First Citizens Asset Management, Inc	Very Low $310K	$380M	1,246	5%
Latitude Advisors, LLC	Low $320K	$490M	1,525	8%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Northland Asset Management	Low $460K	$400M	875	55%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
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%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
Constellation Wealth Advisors	Very High $10M	$4.2B	403	88%
The Strategic Financial Alliance, Inc.	Very Low $260K	$380M	1,457	9%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Valeo Financial Advisors, LLC	Very High $4.2M	$13B	3,021	75%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Prosperity - An EisnerAmper Company	Very High $1.7M	$3.1B	1,850	41%
Plante Moran FInancial Advisors	Very High $6.4M	$25B	3,894	86%
The Oak Ridge Financial Services Group, Inc	Typical $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%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Schneider Downs Wealth Management Advisors, LP	Very High $2.8M	$1.9B	663	14%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Wellspring Financial Advisors, LLC	Very High $36M	$5B	139	85%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
Global View Capital Management LLC	Very 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.	Very Low $290K	$1.4B	5,056	6%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Fortis Capital Advisors, LLC	High $710K	$1.5B	2,127	17%
McAdam LLC	Low $480K	$2.7B	5,538	11%
CM Wealth Advisors LLC	Very High $8.8M	$1.8B	204	64%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Earned Wealth Advisors, LLC	Very High $1.6M	$2.4B	1,461	40%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
On Investment Management CO	Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
CWA Asset Management Group	Very High $2.3M	$4.3B	1,875	49%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Hamilton Capital	High $1.4M	$3.9B	2,744	49%
Truepoint, Inc.	Very High $3.2M	$5.9B	1,867	54%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Cantor Fitzgerald Investment Advisors	High $1.1M	$1.3B	1,217	51%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Jaffe Tilchin Investment Partners, LLC	High $1M	$1.7B	1,704	23%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Snowden Capital Advisors LLC	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%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Secure Asset Management, L.L.C.	Very 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%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Rehmann Wealth	High $1.6M	$3.4B	2,186	51%
Foguth Wealth Management, LLC.	Low $370K	$830M	2,259	9%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Sowell Management	High $680K	$4.3B	6,280	6%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Capital Investment Advisory Services, LLC	Low $370K	$2.3B	6,172	12%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Bartlett & Co. Wealth Management LLC	Very High $4.1M	$8.8B	2,133	63%
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.	Very Low $280K	$2.9B	10,477	4%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
LexAurum Advisors	Typical $570K	$1.2B	2,189	15%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Trustmont Advisory Group, Inc.	Low $320K	$1.4B	4,322	6%
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%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
JFS Wealth Advisors, LLC	Very High $1.7M	$3.8B	2,216	40%
RedHawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Arax Advisory Partners	High $1.4M	$9.9B	6,949	26%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Ascentis Independent Advisors, LLC	High $740K	$2B	2,690	23%
Summit Financial, LLC	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	High $1.1M	$7.5B	6,710	43%
Ritholtz Wealth Management	Very High $1.8M	$7.2B	3,999	31%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Everhart Advisors	High $1M	$2.4B	2,268	26%
Trek Financial	Typical $540K	$2.4B	4,539	15%
Founders Financial Alliance, LLC	Typical $480K	$1.1B	2,354	30%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
DayMark Wealth Partners, LLC	Very High $2.3M	$4.8B	2,060	44%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
Carnegie Investment Counsel	Very High $2M	$6.2B	3,056	39%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
HighPoint Planning Partners	Typical $510K	$4.7B	9,160	36%
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%
Johnson Investment Counsel, Inc.	Very High $2.9M	$15B	5,251	57%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
Stephens	Typical $670K	$14B	21,168	15%
Vivaldi Capital Management LP	Very High $2.2M	$5.3B	2,425	54%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Kintra Wealth, LLC	Typical $520K	$1.5B	2,914	45%
Venture Visionary Partners LLC	High $1.6M	$4.3B	2,660	31%
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%
Associated Investment Services, Inc.	Very Low $300K	$1.2B	3,841	15%
PFG Advisors	Low $420K	$3.2B	7,527	10%
Kestra Private Wealth Services, LLC	Typical $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%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
CS Planning Corp	Low $470K	$1.9B	4,190	13%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Kingsview Wealth Management, LLC	High $700K	$8.5B	12,143	18%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
MCF Advisors, LLC	High $750K	$2.6B	3,440	19%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Novem Group	Low $390K	$1.4B	3,513	7%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Octavia Wealth Advisors LLC	Typical $490K	$1.8B	3,672	13%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
Harbour Investments, Inc.	Very Low $310K	$9.2B	29,827	5%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
OneSeven	Low $460K	$7.3B	15,787	12%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Facet	Low $450K	$6B	13,331	17%
Midwestern Securities Trading Company, LLC	Very Low $160K	$1.9B	11,709	2%
Advance Capital Management Inc	Typical $670K	$4.9B	7,287	21%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Ancora Private Wealth Advisors, LLC	High $840K	$3.7B	4,414	100%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Madison Investment Advisors, LLC	Low $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	Very Low $310K	$8.2B	26,560	6%

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