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

Multi-team firms active in Washington 217 firms

Very Low $160K-$350K

Low $350K-$640K

Typical $640K-$1.3M

High $1.3M-$3.4M

Very High $3.4M-$5.8M

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

Median: $900K

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Firm	AUM/client	AUM	Clients	HNW client %
RBC Securities, Inc.	Typical $920K	$1.2B	1,292	26%
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
XYPN Invest	Typical $1M	$650M	621	25%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Core Planning	Low $610K	$530M	867	14%
SVB Wealth	High $2.4M	$2.4B	1,024	52%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Root Financial Partners	High $2.5M	$2.1B	852	75%
Accelerate Retirement	Low $540K	$260M	482	10%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
Frost Investment Services	Typical $710K	$2.1B	3,019	18%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
LNW	Very High $9.9M	$11B	1,079	79%
Crewe Advisors	High $3.4M	$1.7B	514	59%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Momentum Independent Network Inc.	Low $550K	$1.6B	2,817	14%
Northland Asset Management	Low $460K	$400M	875	55%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Aldrich Wealth LP	Very High $7.5M	$4.9B	651	59%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Bailard, Inc.	Very High $4.6M	$4.6B	1,008	76%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Range Advisory, LLC	Typical $690K	$650M	950	56%
Plante Moran FInancial Advisors	Very High $6.4M	$25B	3,894	86%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Curi Capital, LLC	High $2.9M	$8.4B	2,865	54%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Keel Point, LlC	High $1.8M	$2.7B	1,475	51%
BakerAvenue	Very High $4.7M	$4.8B	1,019	70%
CGN Advisors, LLC	Typical $1.2M	$1.5B	1,281	38%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Ashton Thomas Private Wealth	High $1.8M	$5.9B	3,181	38%
Coldstream Wealth Management	High $2.9M	$12B	4,199	57%
Robertson Stephens	High $3.2M	$7.1B	2,236	56%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	Typical $1.1M	$4.8B	4,552	25%
Becker Capital Management, Inc.	Very High $5M	$3.8B	745	70%
Halbert Hargrove	High $2.5M	$3.7B	1,457	61%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Mission Wealth Management, LP	High $2.9M	$14B	4,679	76%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Empirical Wealth management	Very High $3.4M	$8.3B	2,394	77%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
Vanderbilt Advisory Services	Very Low $330K	$2B	6,199	6%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Nfsg Corporation	Very Low $340K	$1B	3,036	25%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Financial Gravity Family Office Services, LLC	Very Low $340K	$590M	1,716	9%
Evergreen Capital Management LLC	Very High $5.8M	$6.6B	1,121	67%
The Mather Group, LLC	High $2.8M	$13B	4,773	60%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	Low $630K	$1.2B	1,935	16%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
Wedbush Securities Inc.	Low $540K	$5.4B	9,927	27%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Plancorp, LLC	Very High $3.9M	$8.8B	2,245	55%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
Freestone Capital Management, LLC	Very High $3.9M	$11B	2,906	46%
Eversource Wealth Advisors, LLC	Typical $1.2M	$3.8B	3,255	47%
Independent Wealth Network, Inc.	Very Low $340K	$490M	1,445	18%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Choreo, LLC	High $2.6M	$18B	6,794	65%
Badgley Phelps Wealth Managers	Very High $5.4M	$7B	1,282	80%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Composition Wealth, LLC	High $2.3M	$8.6B	3,760	11%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
CL Wealth Management LLC	Very Low $340K	$730M	2,165	29%
Northrock Partners, LLC	High $2.5M	$12B	4,778	47%
Farther	Typical $970K	$14B	14,593	24%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
Evensky & Katz/Foldes Wealth Management	High $2.6M	$3B	1,165	65%
Moss Adams Wealth Advisors LLC	Very High $4.4M	$5.2B	1,169	86%
ValMark Advisers, Inc.	Low $550K	$8.1B	14,624	11%
Concurrent Investment Advisors, LLC	Typical $1.2M	$16B	13,268	23%
Forum Financial Management, LP	High $1.3M	$7.1B	5,622	31%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Westmount Partners, LLC	Very High $4.3M	$5.9B	1,389	66%
Destination Wealth Management	High $2.1M	$4.8B	2,272	59%
Cooper McManus	Typical $790K	$2.7B	3,379	16%
Parallel Advisors, LLC	High $2.2M	$9.3B	4,169	24%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
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	Typical $870K	$8.1B	9,290	24%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Buck Wealth Strategies, LLC	Very Low $320K	$890M	2,734	6%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Madison Partners	Low $620K	$1.3B	2,042	18%
Nations Financial Group, Inc.	Typical $830K	$4.6B	5,525	29%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Avior Wealth Management, LLC	Typical $1.2M	$5.6B	4,775	48%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Regal Investment Advisors LLC	Very Low $330K	$2.7B	8,220	7%
Soltis Investment Advisors, LLC	High $1.3M	$6.9B	5,113	63%
OneAscent Financial Services LLC	Low $590K	$3B	5,128	16%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Dynamic	Typical $960K	$5.3B	5,509	33%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
Sovran Advisors, LLC	Low $440K	$1.7B	3,918	9%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
Prospera Financial Services, inc.	Low $570K	$11B	18,706	33%
Ascentis Independent Advisors, LLC	Typical $740K	$2B	2,690	23%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
SEIA	High $2.3M	$22B	9,520	52%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Annex Wealth Management, LLC	Typical $1.1M	$7.5B	6,710	43%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Stifel Independent Advisors, LLC	Low $620K	$4.8B	7,762	27%
Trek Financial	Low $540K	$2.4B	4,539	15%
Strategic blueprint, LLC	Typical $750K	$2.5B	3,338	27%
Founders Financial Alliance, LLC	Low $480K	$1.1B	2,354	30%
Merit Financial Advisors	Typical $900K	$18B	20,040	22%
Garden State Investment Advisory Services, LLC	Very Low $260K	$650M	2,492	6%
Scs	Typical $710K	$1.7B	2,425	46%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Corecap Advisors	Low $410K	$4B	9,671	10%
Clear Creek Financial Management, LLC	Low $460K	$1.8B	3,964	12%
RFG Advisory, LLC	Very 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%
Ingalls & Snyder, LLC	High $1.6M	$6.8B	4,245	26%
Golden State Wealth Management, LLC	Low $520K	$2.2B	4,119	40%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
The AmeriFlex Group	Low $550K	$8.6B	15,724	14%
Winthrop Wealth	Typical $1.2M	$2.9B	2,405	31%
Pure Financial Advisors, llc	High $1.5M	$11B	7,503	48%
Continuum Advisory, LLC	Low $540K	$1.8B	3,344	27%
intrua Financial	Low $510K	$1.7B	3,347	12%
Capital Advisors, Inc.	High $2M	$6.6B	3,262	46%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
APELLA Wealth	Typical $1.2M	$9.2B	7,683	43%
The Retirement Planning Group, LLC	Typical $850K	$4B	4,748	31%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
Fiduciary Counselling Inc	Very High $5.4M	$8.8B	1,645	39%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
CS Planning Corp	Low $470K	$1.9B	4,190	13%
Mariner Advisor Network	Low $580K	$9.3B	16,100	14%
The Wealth Consulting Group	Low $470K	$5.9B	12,646	33%
B.O.S.S. Retirement Advisors, LLC	Very Low $270K	$1.4B	4,956	3%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
NWF Advisory Services Inc	Low $560K	$6.4B	11,433	3%
Wealth Management	Low $360K	$1.7B	4,731	22%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Foundations Investment Advisors LLC	Very Low $340K	$10B	29,615	20%
Novem Group	Low $390K	$1.4B	3,513	7%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Thrivent Advisor Network, LLC	Low $460K	$6.7B	14,611	10%
Harbour Investments, Inc.	Very Low $310K	$9.2B	29,827	5%
Palisade Capital Management, LP	Typical $1.2M	$1.8B	1,577	32%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Index Fund Advisors, Inc.	High $2.5M	$5.2B	2,095	43%
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	Typical $830K	$21B	24,837	8%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Provenance Wealth advisors	Typical $960K	$2.9B	3,085	18%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Facet	Low $450K	$6B	13,331	17%
Davidson Investment Advisors, Inc.	Typical $880K	$3.6B	4,091	24%
Axxcess Wealth Management, LLC	Typical $830K	$7.9B	9,558	23%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Gerber Kawasaki Wealth & Investment Management	Low $430K	$4B	9,425	7%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Cardinal Point Wealth Management	High $1.9M	$4.2B	2,175	52%
Advisors Capital Management, LLC	Low $640K	$11B	17,842	16%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Symmetry Partners	Very Low $290K	$2.5B	8,476	8%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%

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