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

Multi-team firms active in Wisconsin 169 firms

Very Low $110K-$280K

Low $280K-$310K

Typical $310K-$550K

High $550K-$1.1M

Very High $1.1M-$2.6M

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

Median: $410K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Typical $310K	$620M	1,981	4%
XYPN Invest	High $1M	$650M	621	25%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Lifemark Securities Corp.	Typical $400K	$420M	1,053	6%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Core Planning	High $610K	$530M	867	14%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Crescent Grove Advisors	Very High $16M	$5.1B	325	89%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Latitude Advisors, LLC	Typical $320K	$490M	1,525	8%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Northland Asset Management	Typical $460K	$400M	875	55%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
CGN Advisors, LLC	Very High $1.2M	$1.5B	1,281	38%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Capitol Securities Management, Inc.	Typical $440K	$1.4B	3,177	41%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
JMG Financial Group LTD	Very High $4.2M	$7.5B	1,776	79%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
Calton & Associates, Inc.	Low $290K	$1.4B	5,056	6%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
Fourstar Wealth Advisors, LLC	High $780K	$1.4B	1,753	16%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
On Investment Management CO	Typical $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Balefire, LLC	High $600K	$1B	1,757	13%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Eversource Wealth Advisors, LLC	Very High $1.2M	$3.8B	3,255	47%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Independent Wealth Network, Inc.	Typical $340K	$490M	1,445	18%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Nbc Securities, Inc.	Typical $450K	$1.6B	3,508	8%
Kovack Advisors, inc.	Typical $430K	$5.6B	12,906	12%
BFC PLANNING, Inc.	Typical $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	Typical $340K	$730M	2,165	29%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Farther	High $970K	$14B	14,593	24%
A.G.P. / Alliance Global Partners	Typical $320K	$2.1B	6,635	6%
ValMark Advisers, Inc.	High $550K	$8.1B	14,624	11%
Concurrent Investment Advisors, LLC	Very High $1.2M	$16B	13,268	23%
Forum Financial Management, LP	Very High $1.3M	$7.1B	5,622	31%
Inspire Advisors, LLC	Typical $370K	$1.3B	3,523	9%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Accurate Wealth Management, LLC	High $650K	$1.7B	2,612	15%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
Sowell Management	High $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%
Madison Partners	High $620K	$1.3B	2,042	18%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
CX Institutional, LLC	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%
Avior Wealth Management, LLC	Very High $1.2M	$5.6B	4,775	48%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
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%
Regal Investment Advisors LLC	Typical $330K	$2.7B	8,220	7%
OneAscent Financial Services LLC	High $590K	$3B	5,128	16%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Trustmont Advisory Group, Inc.	Typical $320K	$1.4B	4,322	6%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Moors & Cabot, Inc	High $640K	$3.2B	4,921	38%
Centennial Securities Company, Inc.	Typical $510K	$1.3B	2,468	17%
CG Advisory Services	High $580K	$2.8B	4,898	14%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
Annex Wealth Management, LLC	Very High $1.1M	$7.5B	6,710	43%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Stifel Independent Advisors, LLC	High $620K	$4.8B	7,762	27%
Trek Financial	Typical $540K	$2.4B	4,539	15%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Nicolet Wealth Management	High $740K	$2.8B	3,791	16%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	22%
Sunbelt Securities, Inc.	Typical $370K	$1.9B	5,261	13%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Corecap Advisors	Typical $410K	$4B	9,671	10%
LaSalle St. Investment Advisors, L.L.C.	Typical $380K	$5.2B	13,711	7%
Founders Financial Securities, LLC	Typical $390K	$3.7B	9,590	15%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
Silver Oak Securities, Incorporated	Low $280K	$2.4B	8,631	5%
Stephens	High $670K	$14B	21,168	15%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Gladstone Wealth Partners	High $680K	$5.6B	8,302	27%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Meridian Wealth Management, LLC	High $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%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
Kingswood Wealth Advisors, LLC	Typical $330K	$3.7B	11,259	20%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Mariner Advisor Network	High $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	Typical $320K	$4.8B	14,964	34%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Wealth Management	Typical $360K	$1.7B	4,731	22%
Foundations Investment Advisors LLC	Typical $340K	$10B	29,615	20%
Verus Capital Partners, LLC	Typical $410K	$2.1B	5,086	8%
Signal Advisors Wealth, LLC	Typical $350K	$1.7B	4,816	10%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Focus Financial	Typical $490K	$6.7B	13,560	13%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Palisade Capital Management, LP	Very High $1.2M	$1.8B	1,577	32%
Orgel Wealth Management, LLC	Very High $1.9M	$7.1B	3,786	39%
Strategic Wealth Investment Group, LLC	Typical $350K	$1.4B	3,900	7%
Cornerstone Wealth Management, LLC	Typical $390K	$4.8B	12,454	28%
Independent Advisor Alliance, llc	Typical $390K	$16B	42,227	37%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
IHT Wealth Management LLC	Low $280K	$7.1B	25,096	28%
Wealthcare Capital Management LLC	High $660K	$3.7B	5,638	23%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Provident Trust Company	Very High $5.9M	$5.8B	992	82%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Facet	Typical $450K	$6B	13,331	17%
Midwestern Securities Trading Company, LLC	Very Low $160K	$1.9B	11,709	2%
North Star Asset Management Inc	High $900K	$3.1B	3,442	24%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support