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

Multi-team firms active in Oregon 163 firms

Very Low $140K-$340K

Low $340K-$590K

Typical $590K-$1.3M

High $1.3M-$2.9M

Very High $2.9M-$7.5M

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

Median: $690K

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Firm	AUM/client	AUM	Clients	HNW client %
ACR Alpine Capital Research, LLC	Typical $690K	$4.8B	6,960	14%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Axxcess Wealth Management, LLC	Typical $830K	$7.9B	9,558	23%
Facet	Low $450K	$6B	13,331	17%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Trillium Asset Management	High $1.3M	$2.3B	1,731	35%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Index Fund Advisors, Inc.	High $2.5M	$5.2B	2,095	43%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
AdvisorNet Wealth Partners	Typical $900K	$3.1B	3,499	26%
Novem Group	Low $390K	$1.4B	3,513	7%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Wealth Management	Low $360K	$1.7B	4,731	22%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Level Four Advisory Services	Very Low $320K	$4.8B	14,964	34%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
Mariner Advisor Network	Low $580K	$9.3B	16,100	14%
CS Planning Corp	Low $470K	$1.9B	4,190	13%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
APELLA Wealth	Typical $1.2M	$9.2B	7,683	43%
PFG Advisors	Low $420K	$3.2B	7,527	10%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Capital Advisors, Inc.	High $2M	$6.6B	3,262	46%
Continuum Advisory, LLC	Low $540K	$1.8B	3,344	27%
Pure Financial Advisors, llc	High $1.5M	$11B	7,503	48%
The AmeriFlex Group	Low $550K	$8.6B	15,724	14%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Ingalls & Snyder, LLC	High $1.6M	$6.8B	4,245	26%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
RFG Advisory, LLC	Very Low $320K	$4.6B	14,368	10%
Clear Creek Financial Management, LLC	Low $460K	$1.8B	3,964	12%
Corecap Advisors	Low $410K	$4B	9,671	10%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Ritholtz Wealth Management	High $1.8M	$7.2B	3,999	31%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
SEIA	High $2.3M	$22B	9,520	52%
Everett Harris & Co	Very High $16M	$11B	718	0%
Prospera Financial Services, inc.	Low $570K	$11B	18,706	33%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
Dynamic	Typical $960K	$5.3B	5,509	33%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
Avior Wealth Management, LLC	Typical $1.2M	$5.6B	4,775	48%
Nations Financial Group, Inc.	Typical $830K	$4.6B	5,525	29%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Mutual Advisors, LLC	Typical $870K	$8.1B	9,290	24%
AlphaCore Capital LLC	High $2.7M	$8.8B	3,328	57%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Cooper McManus	Typical $790K	$2.7B	3,379	16%
Destination Wealth Management	High $2.1M	$4.8B	2,272	59%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
Forum Financial Management, LP	High $1.3M	$7.1B	5,622	31%
Concurrent Investment Advisors, LLC	Typical $1.2M	$16B	13,268	23%
ValMark Advisers, Inc.	Low $550K	$8.1B	14,624	11%
Moss Adams Wealth Advisors LLC	Very High $4.4M	$5.2B	1,169	86%
A.G.P. / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
Farther	Typical $970K	$14B	14,593	24%
Northrock Partners, LLC	High $2.5M	$12B	4,778	47%
CL Wealth Management LLC	Very Low $340K	$730M	2,165	29%
Composition Wealth, LLC	High $2.3M	$8.6B	3,760	11%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Badgley Phelps Wealth Managers	Very High $5.4M	$7B	1,282	80%
Choreo, LLC	High $2.6M	$18B	6,794	65%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Plancorp, LLC	Very High $3.9M	$8.8B	2,245	55%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Summitry, LLC	High $2.4M	$3.1B	1,293	58%
Wedbush Securities Inc.	Low $540K	$5.4B	9,927	27%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
The Mather Group, LLC	High $2.8M	$13B	4,773	60%
Evergreen Capital Management LLC	Very High $5.8M	$6.6B	1,121	67%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Seacrest Wealth Management, LLC	Typical $1M	$1.5B	1,475	25%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Vanderbilt Advisory Services	Very Low $330K	$2B	6,199	6%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Empirical Wealth management	Very High $3.4M	$8.3B	2,394	77%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
SAX Wealth Advisors, LLC	High $2.1M	$3.4B	1,596	45%
Halbert Hargrove	High $2.5M	$3.7B	1,457	61%
Becker Capital Management, Inc.	Very High $5M	$3.8B	745	70%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Abacus Wealth Partners	High $2.1M	$3.2B	1,547	48%
Coldstream Wealth Management	Very High $2.9M	$12B	4,199	57%
Ashton Thomas Private Wealth	High $1.8M	$5.9B	3,181	38%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
CGN Advisors, LLC	Typical $1.2M	$1.5B	1,281	38%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
49 Financial	Low $340K	$1.3B	3,771	6%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Vista Capital Partners, Inc.	Very High $4.6M	$3B	651	69%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
The Strategic Financial Alliance, Inc.	Very Low $260K	$380M	1,457	9%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Bailard, Inc.	Very High $4.6M	$4.6B	1,008	76%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Aldrich Wealth LP	Very High $7.5M	$4.9B	651	59%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Momentum Independent Network Inc.	Low $550K	$1.6B	2,817	14%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Frost Investment Services	Typical $710K	$2.1B	3,019	18%
Accelerate Retirement	Low $540K	$260M	482	10%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
SVB Wealth	High $2.4M	$2.4B	1,024	52%
Northside Capital Management LLC	Very High $120M	$6.9B	60	100%
Core Planning	Typical $610K	$530M	867	14%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
XYPN Invest	Typical $1M	$650M	621	25%
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%

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