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

Multi-team firms active in Wyoming 57 firms

Very Low $1.1K-$160K

Low $160K-$520K

Typical $520K-$1.3M

High $1.3M-$1.3M

Very High $1.3M-$1.8M

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

Median: $670K

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Low $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%
Provenance Wealth advisors	Typical $960K	$2.9B	3,085	18%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Wealth Management	Low $360K	$1.7B	4,731	22%
HBKS Wealth Advisors	Typical $940K	$6.9B	7,344	22%
CS Planning Corp	Low $470K	$1.9B	4,190	13%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
G. A. Repple & Company	Low $220K	$680M	3,139	0%
Elm Wealth	Very High $3.3M	$2.1B	644	83%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Golden State Wealth Management, LLC	Typical $520K	$2.2B	4,119	40%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Corecap Advisors	Low $410K	$4B	9,671	10%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Merit Financial Advisors	Typical $900K	$18B	20,040	22%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
RedHawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Cary Street Partners	Very High $1.3M	$8.9B	6,641	33%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Concorde Asset Management, LLC	Low $160K	$590M	3,689	1%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
On Investment Management CO	Low $320K	$3B	9,317	9%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
RMR Wealth Builders, Inc.	Typical $940K	$1.8B	1,907	24%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
IAMS Wealth Management, LLC	Low $240K	$390M	1,612	3%
Packerland Brokerage Services, Inc.	Low $280K	$1.3B	4,845	23%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%

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