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

Multi-team firms active in Oklahoma 124 firms

Very Low $2.4K-$310K

Low $310K-$370K

Typical $370K-$550K

High $550K-$1.3M

Very High $1.3M-$2M

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

Median: $440K

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%
XYPN Invest	High $1M	$650M	621	25%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
Van Clemens Wealth Management, LLC	High $770K	$460M	599	32%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
Prevail Innovative Wealth Advisors, LLC	High $840K	$660M	788	21%
BOK Financial Advisors	Low $310K	$1B	3,263	11%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
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%
BakerAvenue	Very High $4.7M	$4.8B	1,019	70%
Arvest Wealth management	Typical $440K	$2.9B	6,689	9%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Venturi Private Wealth	Very High $4.5M	$3.1B	687	59%
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%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
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	High $630K	$1.2B	1,935	16%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Navy Federal Investment Services, LLC	Very 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%
Alden investment Group	Very Low $240K	$350M	1,457	7%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
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	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%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
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%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
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%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
MONECO Advisors	High $800K	$2.2B	2,781	27%
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	High $570K	$1.2B	2,189	15%
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%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
CG Advisory Services	High $580K	$2.8B	4,898	14%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Sunbelt Securities, Inc.	Typical $370K	$1.9B	5,261	13%
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%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Impact Partnership Wealth, LLC	Typical $370K	$2.9B	7,988	6%
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	Very Low $220K	$680M	3,139	0%
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%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
CS Planning Corp	Typical $470K	$1.9B	4,190	13%
Mariner Advisor Network	High $580K	$9.3B	16,100	14%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
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	Very Low $220K	$1.1B	4,874	4%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Verus Capital Partners, LLC	Typical $410K	$2.1B	5,086	8%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Cornerstone Wealth Management, LLC	Typical $390K	$4.8B	12,454	28%
Independent Advisor Alliance, llc	Typical $390K	$16B	42,227	37%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Retirement Planners of America	High $630K	$3.6B	5,625	20%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%

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