AUM per client for Multi-team firms serving clients in West Virginia

Multi-team firms active in West Virginia 63 firms

Very Low $140K-$250K

Low $250K-$340K

Typical $340K-$550K

High $550K-$1.3M

Very High $1.3M-$1.3M

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

Median: $460K

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Typical $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%
Axxcess Wealth Management, LLC	High $830K	$7.9B	9,558	23%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
OneSeven	Typical $460K	$7.3B	15,787	12%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Foundations Investment Advisors LLC	Typical $340K	$10B	29,615	20%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Founders Financial Securities, LLC	Typical $390K	$3.7B	9,590	15%
LaSalle St. Investment Advisors, L.L.C.	Typical $380K	$5.2B	13,711	7%
Corecap Advisors	Typical $410K	$4B	9,671	10%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Vicus Capital, Inc.	Typical $470K	$2.9B	6,170	36%
Founders Financial Alliance, LLC	Typical $480K	$1.1B	2,354	30%
Strategic blueprint, LLC	High $750K	$2.5B	3,338	27%
Ritholtz Wealth Management	Very High $1.8M	$7.2B	3,999	31%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
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%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
AlphaStar Capital Management	Low $260K	$2.2B	8,466	5%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
ValMark Advisers, Inc.	High $550K	$8.1B	14,624	11%
Farther	High $970K	$14B	14,593	24%
CL Wealth Management LLC	Typical $340K	$730M	2,165	29%
Advisory Services Network	High $830K	$10B	12,426	9%
BFC PLANNING, Inc.	Low $330K	$3.7B	11,327	5%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Independent Wealth Network, Inc.	Typical $340K	$490M	1,445	18%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
On Investment Management CO	Low $320K	$3B	9,317	9%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Portfolio Medics, LLC	Low $270K	$780M	2,929	1%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
United Brokerage Services inc	Low $250K	$350M	1,368	4%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	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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