AUM per client for Multi-team firms serving clients in South Carolina

Multi-team firms active in South Carolina 209 firms

Very Low $140K-$280K

Low $280K-$390K

Typical $390K-$550K

High $550K-$830K

Very High $830K-$1.7M

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

Median: $450K

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%
XYPN Invest	Very 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%
Core Planning	High $610K	$530M	867	14%
Northside Capital Management LLC	Very High $120M	$6.9B	60	100%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Alexander Capital Wealth Management LLC	Typical $390K	$240M	614	12%
Frost Investment Services	High $710K	$2.1B	3,019	18%
Insigneo Advisory Services, LLC	High $670K	$2.3B	3,415	12%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Saxony Capital Management, LLC	Typical $480K	$370M	756	13%
First Citizens Asset Management, Inc	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%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
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%
Beacon Global Advisor Network, LLC	Typical $540K	$750M	1,388	13%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
The Strategic Financial Alliance, Inc.	Very Low $260K	$380M	1,457	9%
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%
Prosperity - An EisnerAmper Company	Very High $1.7M	$3.1B	1,850	41%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
49 Financial	Low $340K	$1.3B	3,771	6%
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%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Capitol Securities Management, Inc.	Typical $440K	$1.4B	3,177	41%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	Very High $1.1M	$4.8B	4,552	25%
RMR Wealth Builders, Inc.	Very High $940K	$1.8B	1,907	24%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
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%
Permcap Investment Office	Very High $74M	$2.9B	39	100%
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%
Southeast Asset Advisors, LLC	Very High $9.3M	$2.6B	281	66%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Nfsg Corporation	Low $340K	$1B	3,036	25%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Seacrest Wealth Management, LLC	Very High $1M	$1.5B	1,475	25%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Donaldson Capital Management LLC	Very High $1.7M	$2.9B	1,736	41%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Fiduciary Financial Advisors	High $610K	$1.3B	2,164	26%
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%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
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	Very High $1.1M	$1.3B	1,217	51%
Diversify Advisory Services, LLC	Very High $840K	$4.4B	5,200	15%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Jaffe Tilchin Investment Partners, LLC	Very High $1M	$1.7B	1,704	23%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
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%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Advisory Services Network	Very High $830K	$10B	12,426	9%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Secure Asset Management, L.L.C.	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%
Farther	Very 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	Very High $1.2M	$16B	13,268	23%
Verdence Capital Advisors, LLC	Very High $2.4M	$4.3B	1,798	42%
Titleist Asset Management, LLC	Very High $1.3M	$2.5B	1,905	55%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
B. Riley Wealth Advisors, Inc.	Typical $400K	$4B	10,096	8%
Advocacy Wealth Management, LLC	Very High $1.7M	$2.7B	1,658	39%
Accurate Wealth Management, LLC	High $650K	$1.7B	2,612	15%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Compass Financial Management LLC	Typical $390K	$850M	2,152	9%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Capital Investment Advisory Services, LLC	Low $370K	$2.3B	6,172	12%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
Cumberland Advisors	Very High $1.6M	$1.7B	1,091	19%
Avior Wealth Management, LLC	Very High $1.2M	$5.6B	4,775	48%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
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.	Low $290K	$1.9B	6,350	5%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
OneAscent Financial Services LLC	High $590K	$3B	5,128	16%
Synovus Securities, Inc.	High $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	Very 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%
Arax Advisory Partners	Very High $1.4M	$9.9B	6,949	26%
Prospera Financial Services, inc.	High $570K	$11B	18,706	33%
Ascentis Independent Advisors, LLC	High $740K	$2B	2,690	23%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
CG Advisory Services	High $580K	$2.8B	4,898	14%
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	Very High $1.1M	$7.5B	6,710	43%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Trek Financial	Typical $540K	$2.4B	4,539	15%
Strategic blueprint, LLC	High $750K	$2.5B	3,338	27%
Founders Financial Alliance, LLC	Typical $480K	$1.1B	2,354	30%
Larson Financial Group, LLC	Very High $1.1M	$5.4B	4,937	35%
The Pinnacle Financial Group	Typical $410K	$1.3B	3,150	40%
Vicus Capital, Inc.	Typical $470K	$2.9B	6,170	36%
Sunbelt Securities, Inc.	Low $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.	Low $380K	$5.2B	13,711	7%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Financial Security Advisory Inc	High $580K	$1.6B	2,810	16%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
Stephens	High $670K	$14B	21,168	15%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
IFG Advisory, LLC	Typical $510K	$4.6B	9,038	39%
Gladstone Wealth Partners	High $680K	$5.6B	8,302	27%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
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%
Summit Wealth Group	High $740K	$2.3B	3,117	19%
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.	Low $300K	$1.2B	3,841	15%
Kestra Private Wealth Services, LLC	High $650K	$13B	19,977	27%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Jacobi Capital Management, LLC	High $820K	$2.4B	2,900	37%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
CS Planning Corp	Typical $470K	$1.9B	4,190	13%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
HBKS Wealth Advisors	Very High $940K	$6.9B	7,344	22%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
The Wealth Consulting Group	Typical $470K	$5.9B	12,646	33%
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	Low $320K	$4.8B	14,964	34%
Csenge Advisory Group, LLC	Typical $430K	$3.1B	7,147	12%
Wealth Management	Low $360K	$1.7B	4,731	22%
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%
Confluence Financial Partners	Very High $1.3M	$6.3B	4,698	33%
Novem Group	Typical $390K	$1.4B	3,513	7%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Flagship Harbor Advisors, LLC	Typical $460K	$3.4B	7,280	35%
Palisade Capital Management, LP	Very High $1.2M	$1.8B	1,577	32%
OneSeven	Typical $460K	$7.3B	15,787	12%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Independent Advisor Alliance, llc	Typical $390K	$16B	42,227	37%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
United Capital Financial Advisors	Very High $830K	$21B	24,837	8%
Bison Wealth, LLC	Low $300K	$2.5B	8,569	69%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Wealthcare Capital Management LLC	High $660K	$3.7B	5,638	23%
Provenance Wealth advisors	Very High $960K	$2.9B	3,085	18%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Facet	Typical $450K	$6B	13,331	17%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
GLOBALT Investments	High $740K	$2.3B	3,062	24%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
The Ascent Group, LLC	Very High $850K	$3.5B	4,177	21%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
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%
Tandem Investment Advisors Inc	Low $320K	$3.2B	10,230	0%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Gradient Investments, LLC	Low $310K	$8.2B	26,560	6%

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