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

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Typical $430K	$6.3B	14,602	15%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
North Star Asset Management Inc	High $900K	$3.1B	3,442	24%
Midwestern Securities Trading Company, LLC	Very Low $160K	$1.9B	11,709	2%
Facet	Typical $450K	$6B	13,331	17%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Provident Trust Company	Very High $5.9M	$5.8B	992	82%
IPI Wealth Management, Inc.	Very Low $190K	$2.5B	13,138	3%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
Wealthcare Capital Management LLC	High $660K	$3.7B	5,638	23%
IHT Wealth Management LLC	Low $280K	$7.1B	25,096	28%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Independent Advisor Alliance, llc	Typical $390K	$16B	42,227	37%
Cornerstone Wealth Management, LLC	Typical $390K	$4.8B	12,454	28%
Strategic Wealth Investment Group, LLC	Typical $350K	$1.4B	3,900	7%
Orgel Wealth Management, LLC	Very High $1.9M	$7.1B	3,786	39%
Palisade Capital Management, LP	Very High $1.2M	$1.8B	1,577	32%
Harbour Investments, Inc.	Low $310K	$9.2B	29,827	5%
Focus Financial	Typical $490K	$6.7B	13,560	13%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Signal Advisors Wealth, LLC	Typical $350K	$1.7B	4,816	10%
Verus Capital Partners, LLC	Typical $410K	$2.1B	5,086	8%
Foundations Investment Advisors LLC	Typical $340K	$10B	29,615	20%
Wealth Management	Typical $360K	$1.7B	4,731	22%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Level Four Advisory Services	Typical $320K	$4.8B	14,964	34%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
Mariner Advisor Network	High $580K	$9.3B	16,100	14%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Kingswood Wealth Advisors, LLC	Typical $330K	$3.7B	11,259	20%
Associated Investment Services, Inc.	Low $300K	$1.2B	3,841	15%
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%
Meridian Wealth Management, LLC	High $810K	$4.4B	5,366	19%
intrua Financial	Typical $510K	$1.7B	3,347	12%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Gladstone Wealth Partners	High $680K	$5.6B	8,302	27%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Stephens	High $670K	$14B	21,168	15%
Silver Oak Securities, Incorporated	Low $280K	$2.4B	8,631	5%
Spire Wealth Management, LLC	High $700K	$4.3B	6,151	2%
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%
Sunbelt Securities, Inc.	Typical $370K	$1.9B	5,261	13%
Gateway Wealth Partners, LLC	Low $300K	$2.2B	7,312	22%
Nicolet Wealth Management	High $740K	$2.8B	3,791	16%
Merit Financial Advisors	High $900K	$18B	20,040	22%
Larson Financial Group, LLC	High $1.1M	$5.4B	4,937	35%
Trek Financial	Typical $540K	$2.4B	4,539	15%
Stifel Independent Advisors, LLC	High $620K	$4.8B	7,762	27%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Annex Wealth Management, LLC	Very High $1.1M	$7.5B	6,710	43%
Summit Financial, LLC	Very High $1.3M	$20B	15,660	15%
CG Advisory Services	High $580K	$2.8B	4,898	14%
Centennial Securities Company, Inc.	Typical $510K	$1.3B	2,468	17%
Moors & Cabot, Inc	High $640K	$3.2B	4,921	38%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Trustmont Advisory Group, Inc.	Typical $320K	$1.4B	4,322	6%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Synovus Securities, Inc.	High $640K	$7.6B	11,964	16%
OneAscent Financial Services LLC	High $590K	$3B	5,128	16%
Regal Investment Advisors LLC	Typical $330K	$2.7B	8,220	7%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Avior Wealth Management, LLC	Very High $1.2M	$5.6B	4,775	48%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
CX Institutional, LLC	High $940K	$4.3B	4,553	34%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
Madison Partners	High $620K	$1.3B	2,042	18%
Apollon Wealth Management, LLC	Very High $1.3M	$11B	8,310	32%
Royal Fund Management, LLC	Low $310K	$1.5B	4,940	8%
Sowell Management	High $680K	$4.3B	6,280	6%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Accurate Wealth Management, LLC	High $650K	$1.7B	2,612	15%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Inspire Advisors, LLC	Typical $370K	$1.3B	3,523	9%
Forum Financial Management, LP	Very High $1.3M	$7.1B	5,622	31%
Concurrent Investment Advisors, LLC	Very High $1.2M	$16B	13,268	23%
ValMark Advisers, Inc.	High $550K	$8.1B	14,624	11%
A.G.P. / Alliance Global Partners	Typical $320K	$2.1B	6,635	6%
Farther	High $970K	$14B	14,593	24%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
CL Wealth Management LLC	Typical $340K	$730M	2,165	29%
Advisory Services Network	High $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
BFC PLANNING, Inc.	Typical $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%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
International Assets Investment Management, LLC	Typical $420K	$2.5B	5,871	35%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Independent Wealth Network, Inc.	Typical $340K	$490M	1,445	18%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Eversource Wealth Advisors, LLC	Very High $1.2M	$3.8B	3,255	47%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Balefire, LLC	High $600K	$1B	1,757	13%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Avantax Planning Partners, Inc.	High $690K	$5.2B	7,515	16%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
Westminster Financial Advisory Corp	High $630K	$1.2B	1,935	16%
On Investment Management CO	Typical $320K	$3B	9,317	9%
Belpointe Asset Management LLC	High $710K	$5.2B	7,321	18%
Innovia Wealth, LLC	Very High $3.9M	$2.8B	727	49%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Fourstar Wealth Advisors, LLC	High $780K	$1.4B	1,753	16%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
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%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
JMG Financial Group LTD	Very High $4.2M	$7.5B	1,776	79%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
Capitol Securities Management, Inc.	Typical $440K	$1.4B	3,177	41%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Aspiriant, LLc	Very High $7.3M	$17B	2,310	73%
CGN Advisors, LLC	Very High $1.2M	$1.5B	1,281	38%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
The Oak Ridge Financial Services Group, Inc	High $660K	$660M	994	16%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Huntleigh Advisors, Inc.	Typical $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
M Holdings Securities, INC.	High $690K	$3B	4,368	2%
Hilltop Securities inc.	High $680K	$2.3B	3,335	18%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
integrity Advisory Solutions	Typical $450K	$1.1B	2,387	10%
Siebert AdvisorNXT, LLC.	Typical $400K	$390M	973	10%
Northland Asset Management	Typical $460K	$400M	875	55%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Latitude Advisors, LLC	Typical $320K	$490M	1,525	8%
Northern trust Securities, Inc	High $810K	$1.6B	2,024	69%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Crescent Grove Advisors	Very High $16M	$5.1B	325	89%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Core Planning	High $610K	$530M	867	14%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Lifemark Securities Corp.	Typical $400K	$420M	1,053	6%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
XYPN Invest	High $1M	$650M	621	25%
MWA Financial Services Inc.	Typical $310K	$620M	1,981	4%

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