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

Multi-team firms active in South Dakota 69 firms

Very Low $1.1K-$220K

Low $220K-$490K

Typical $490K-$680K

High $680K-$1.3M

Very High $1.3M-$1.7M

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

Median: $600K

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Focus Financial	Typical $490K	$6.7B	13,560	13%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Wealth Management	Low $360K	$1.7B	4,731	22%
Level Four Advisory Services	Low $320K	$4.8B	14,964	34%
Steele Capital Management, Inc.	Very High $1.7M	$2.7B	1,521	38%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
G. A. Repple & Company	Low $220K	$680M	3,139	0%
Summit Wealth Group	High $740K	$2.3B	3,117	19%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Corecap Advisors	Low $410K	$4B	9,671	10%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
Creative Financial Designs, Inc.	Low $280K	$2.9B	10,477	4%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
Farther	High $970K	$14B	14,593	24%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Advisory Services Network	High $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
BFC PLANNING, Inc.	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%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Balefire, LLC	Typical $600K	$1B	1,757	13%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
On Investment Management CO	Low $320K	$3B	9,317	9%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
Seacrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Foster Group, INC.	Very High $2.1M	$4B	1,956	37%
Portfolio Medics, LLC	Low $270K	$780M	2,929	1%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
IAMS Wealth Management, LLC	Low $240K	$390M	1,612	3%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Northland Asset Management	Low $460K	$400M	875	55%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
IP Financial Advisory Services LLC	Low $240K	$480M	2,001	0%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%

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