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

Multi-team firms active in Tennessee 171 firms

Very Low $170K-$280K

Low $280K-$430K

Typical $430K-$690K

High $690K-$910K

Very High $910K-$2.5M

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

Median: $570K

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Core Planning	Typical $610K	$530M	867	14%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Accelerate Retirement	Typical $540K	$260M	482	10%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Realta Investment Advisors, Inc	Low $310K	$380M	1,213	31%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Certuity, LLC	Very High $5.2M	$2.4B	464	89%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
Constellation Wealth Advisors	Very High $10M	$4.2B	403	88%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Americana Partners, LLC	Very High $4.3M	$7B	1,627	51%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
Arvest Wealth management	Typical $440K	$2.9B	6,689	9%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	Very High $1.1M	$4.8B	4,552	25%
Mission Wealth Management, LP	Very High $2.9M	$14B	4,679	76%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
Calydon Capital, LLC	Very High $8.5M	$2.4B	282	100%
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%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
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.	Typical $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%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Plancorp, LLC	Very High $3.9M	$8.8B	2,245	55%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
Eversource Wealth Advisors, LLC	Very High $1.2M	$3.8B	3,255	47%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Kovack Advisors, inc.	Low $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	Very High $970K	$14B	14,593	24%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
The Burney Company	Very High $1.6M	$3B	1,880	48%
Concurrent Investment Advisors, LLC	Very High $1.2M	$16B	13,268	23%
SYM Financial Advisors	Very High $2.1M	$3.8B	1,801	47%
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%
Cooper McManus	High $790K	$2.7B	3,379	16%
BIP Wealth, LLC	Very High $1.7M	$5.2B	3,108	50%
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.	Low $400K	$4B	10,096	8%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Capital Investment Advisory Services, LLC	Low $370K	$2.3B	6,172	12%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
CX Institutional, LLC	Very 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%
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.	Low $290K	$1.9B	6,350	5%
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%
Cyndeo Wealth Partners	Very High $2.5M	$3.1B	1,219	47%
Dynamic	Very High $960K	$5.3B	5,509	33%
Guardian Wealth Advisors, LLC	Very High $930K	$2B	2,123	22%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
Arax Advisory Partners	Very High $1.4M	$9.9B	6,949	26%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
SEIA	Very High $2.3M	$22B	9,520	52%
Ritholtz Wealth Management	Very High $1.8M	$7.2B	3,999	31%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Stratos Wealth Advisors LLC	Very High $1.1M	$5.4B	4,928	28%
Larson Financial Group, LLC	Very High $1.1M	$5.4B	4,937	35%
DayMark Wealth Partners, LLC	Very High $2.3M	$4.8B	2,060	44%
Thoroughbred Financial Services, llc	Very High $1.1M	$2.7B	2,520	27%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Vicus Capital, Inc.	Typical $470K	$2.9B	6,170	36%
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%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Silver Oak Securities, Incorporated	Low $280K	$2.4B	8,631	5%
Stephens	Typical $670K	$14B	21,168	15%
Linscomb Wealth, Inc.	Very High $3.1M	$5B	1,640	65%
Integrated Advisors Network LLC	High $740K	$5.4B	7,363	9%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Winthrop Wealth	Very High $1.2M	$2.9B	2,405	31%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
Summit Wealth Group	High $740K	$2.3B	3,117	19%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
SageSpring Wealth Partners	High $730K	$8.4B	11,558	18%
Red Door Wealth Management, LLC	Very High $3.1M	$2.9B	929	46%
APELLA Wealth	Very High $1.2M	$9.2B	7,683	43%
The Retirement Planning Group, LLC	High $850K	$4B	4,748	31%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
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%
NWF Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
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%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Thrivent Advisor Network, LLC	Typical $460K	$6.7B	14,611	10%
Flagship Harbor Advisors, LLC	Typical $460K	$3.4B	7,280	35%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
OneSeven	Typical $460K	$7.3B	15,787	12%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
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%
Bison Wealth, LLC	Low $300K	$2.5B	8,569	69%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
Facet	Typical $450K	$6B	13,331	17%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
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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