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

Multi-team firms active in Utah 141 firms

Very Low $130K-$260K

Low $260K-$420K

Typical $420K-$820K

High $820K-$1.3M

Very High $1.3M-$3.4M

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

Median: $550K

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Symmetry Partners	Low $290K	$2.5B	8,476	8%
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%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Retirement Planners of America	Typical $630K	$3.6B	5,625	20%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
OneSeven	Typical $460K	$7.3B	15,787	12%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Geneos Wealth Management, Inc.	Typical $420K	$9B	21,267	3%
Stoker Ostler, a Part of BMO Financial Group	Very High $2.3M	$3.7B	1,579	60%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
NWF Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Creativeone Wealth, LLC	Low $260K	$5.8B	22,064	8%
B.O.S.S. Retirement Advisors, LLC	Low $270K	$1.4B	4,956	3%
Western Wealth Management LLC	Typical $460K	$5B	11,019	30%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Williams Jones Wealth Management, LLC	Very High $7.3M	$11B	1,517	88%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Pure Financial Advisors, llc	Very High $1.5M	$11B	7,503	48%
Winthrop Wealth	High $1.2M	$2.9B	2,405	31%
Diversify Wealth Management, LLC	High $820K	$3.9B	4,719	18%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Golden State Wealth Management, LLC	Typical $520K	$2.2B	4,119	40%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Silver Oak Securities, Incorporated	Low $280K	$2.4B	8,631	5%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
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%
Merit Financial Advisors	High $900K	$18B	20,040	22%
DayMark Wealth Partners, LLC	Very High $2.3M	$4.8B	2,060	44%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Strategic blueprint, LLC	Typical $750K	$2.5B	3,338	27%
Trek Financial	Typical $540K	$2.4B	4,539	15%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
SEIA	Very High $2.3M	$22B	9,520	52%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
Ascentis Independent Advisors, LLC	Typical $740K	$2B	2,690	23%
RedHawk Wealth Advisors, Inc.	Typical $440K	$1.4B	3,118	4%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Dynamic	High $960K	$5.3B	5,509	33%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Soltis Investment Advisors, LLC	Very High $1.3M	$6.9B	5,113	63%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Farther	High $970K	$14B	14,593	24%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
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.	Typical $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
One Capital Management, LLC	Very High $1.5M	$5.3B	3,468	34%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
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	Typical $710K	$5.2B	7,321	18%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
Arete Wealth Advisors, LLC	Typical $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%
Mission Wealth Management, LP	Very High $2.9M	$14B	4,679	76%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
Portfolio Medics, LLC	Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Cain, Watters & Associates, LLC	Very High $1.3M	$2.9B	2,274	35%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Realta Investment Advisors, Inc	Low $310K	$380M	1,213	31%
Crewe Advisors	Very High $3.4M	$1.7B	514	59%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Sepio Capital, LP	Very High $15M	$4.1B	276	100%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Core Planning	Typical $610K	$530M	867	14%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%

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