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

Multi-team firms active in Texas 549 firms

Very Low $180K-$340K

Low $340K-$540K

Typical $540K-$810K

High $810K-$1.7M

Very High $1.7M-$4.3M

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

Median: $670K

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Firm	AUM/client	AUM	Clients	HNW client %
Stoker Ostler, a Part of BMO Financial Group	Very High $2.3M	$3.7B	1,579	60%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Focus Financial	Low $490K	$6.7B	13,560	13%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Octavia Wealth Advisors LLC	Low $490K	$1.8B	3,672	13%
Leavell Investment Management, Inc.	High $830K	$2.4B	2,850	19%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
Logan Capital Management, Inc.	Typical $780K	$1.4B	1,798	21%
Harbour Investments, Inc.	Very Low $310K	$9.2B	29,827	5%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Carret Asset Management, LLC	High $1.2M	$1.6B	1,336	30%
Orgel Wealth Management, LLC	Very High $1.9M	$7.1B	3,786	39%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Beaumont Financial Partners	High $1.5M	$2.8B	1,898	18%
United Advisor Group	Very Low $210K	$1.4B	6,395	22%
Private Management Group Inc	High $1.3M	$4.5B	3,384	29%
Index Fund Advisors, Inc.	Very High $2.5M	$5.2B	2,095	43%
OneSeven	Low $460K	$7.3B	15,787	12%
FSA Advisors, Inc.	Very Low $130K	$570M	4,406	1%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Mainstay Capital Management, LLC	High $1.3M	$4.5B	3,405	45%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Advisor Resource Council	Very Low $290K	$3.3B	11,699	18%
Certified Advisory Corp	High $1M	$2.5B	2,476	40%
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%
Retirement Planners of America	Typical $630K	$3.6B	5,625	20%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
NorthCoast Asset Management LLC	High $1M	$4.6B	4,412	27%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Welch & Forbes LLC	Very High $13M	$8.2B	643	74%
Northeast Investment Management Inc	Very High $1.9M	$3.1B	1,626	34%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
Trillium Asset Management	High $1.3M	$2.3B	1,731	35%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Courier Capital, LLC	High $1.2M	$2.4B	2,094	17%
Kornitzer Capital Management, Inc.	High $1.5M	$2.8B	1,904	36%
Clinton Investment Management, LLC	High $1.7M	$3.5B	2,095	46%
O'Shaughnessy Asset Management, LLC	High $1.5M	$16B	10,734	100%
Keystone Financial Group, LLC	Low $350K	$2.3B	6,602	7%
Sage, Rutty & Co., Inc.	Low $400K	$3.3B	8,184	16%
Provident Trust Company	Very High $5.9M	$5.8B	992	82%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
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%
Facet	Low $450K	$6B	13,331	17%
Karpus Investment Management	High $1.7M	$2.8B	1,653	42%
KCM Investment Advisors	Very High $3.6M	$5.3B	1,492	73%
Genter Capital Management	High $1M	$4.2B	4,069	23%
Davidson Investment Advisors, Inc.	High $880K	$3.6B	4,091	24%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
St. Germain Investment Management	Typical $550K	$3.5B	6,461	30%
Midwestern Securities Trading Company, LLC	Very Low $160K	$1.9B	11,709	2%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Advance Capital Management Inc	Typical $670K	$4.9B	7,287	21%
Accredited Investors Wealth Management	Very High $4.7M	$4.4B	942	75%
Evanson Financial, LLC dba Evanson Asset Management	Very High $6M	$5.8B	972	87%
Trajan Wealth, L.L.C.	Very Low $240K	$2.6B	10,633	10%
Gerber Kawasaki Wealth & Investment Management	Low $430K	$4B	9,425	7%
GLOBALT Investments	Typical $740K	$2.3B	3,062	24%
Riverbridge	High $930K	$3.2B	3,482	100%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
The Ascent Group, LLC	High $850K	$3.5B	4,177	21%
Klingenstein Fields Advisors	Very High $3.2M	$4B	1,237	79%
Cardinal Point Wealth Management	Very High $1.9M	$4.2B	2,175	52%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
H.M. Payson	Very High $1.8M	$7B	3,961	23%
SpiderRock Advisors, LLC	Very High $2M	$8.4B	4,300	46%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Symmetry Partners	Very Low $290K	$2.5B	8,476	8%
J. Safra Asset management Corporation	High $1.7M	$5.7B	3,374	91%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
Equity Investment Corp	Low $420K	$2.8B	6,550	7%
Dunham	Low $400K	$5.1B	12,774	15%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
Howard Capital Management, Inc.	Low $410K	$4.4B	10,546	8%
Beck, Mack & Oliver LLC	Very High $3.4M	$5.1B	1,512	47%
Congress Asset Management Company, LLP	High $850K	$6.8B	8,019	20%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Aptus Capital Advisors, LLC	High $840K	$11B	12,693	19%
ACR Alpine Capital Research, LLC	Typical $690K	$4.8B	6,960	14%
Tandem Investment Advisors Inc	Very Low $320K	$3.2B	10,230	0%
Signature Investment Advisors, LLC	High $890K	$6.6B	7,454	23%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%
Gradient Investments, LLC	Very Low $310K	$8.2B	26,560	6%

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