AUM per client for Supported firms serving clients in Alabama

Supported firms active in Alabama 103 firms

Very Low $200K-$340K

Low $340K-$590K

Typical $590K-$950K

High $950K-$1.3M

Very High $1.3M-$2.8M

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

Median: $730K

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Firm	AUM/client	AUM	Clients	HNW client %
Tucker Financial Group	Very Low $130K	$320M	2,429	3%
McAlvany Wealth Management, LLC	Very Low $330K	$220M	650	0%
6th Street Advisors, LLC	Typical $870K	$260M	295	56%
Williams Financial Group	Typical $590K	$340M	585	28%
INTELUS Advisory Group, LLC	Very Low $220K	$64M	290	14%
Masterplan Retirement Consultants	—	—	290	0%
Southwest Investment Advisors, Inc.	Very Low $330K	$380M	1,149	19%
Walton Financial	Typical $720K	$180M	248	20%
Guernsey Financial, LLC	Very Low $0	$0	204	29%
The Pension Group	Very Low $300K	$180M	599	2%
Magnolia Wealth Management LLC	Low $480K	$180M	385	26%
Retirement Advisors, Inc.	Typical $860K	$160M	185	44%
Estate Management Counselors, LLC	Typical $830K	$290M	355	23%
STM Asset Management LLC	Very Low $92K	$46M	498	0%
Armada Advisors	Low $420K	$140M	323	14%
Orion Investment Co	Typical $690K	$430M	627	56%
Mobile Bay Wealth Management, LLC	Very Low $220K	$69M	310	0%
Canterbury Capital Wealth Management, LLC	Low $420K	$130M	305	18%
von Adelung Wealth Management	Very Low $280K	$84M	296	4%
KG Capital Management, LLC	Low $430K	$180M	424	23%
Dougherty Investment Advisors	Low $340K	$140M	412	92%
Momentum Wealth Management	Very Low $240K	$64M	269	6%
Blalock Williams, LLC	Typical $760K	$190M	245	20%
The Keystone Financial Alliance, LLC	Very High $1.4M	$160M	119	63%
Safe Harbor Fiduciary, LLC	Low $380K	$130M	346	22%
Act Advisors	High $1.1M	$480M	420	30%
New Perspectives, Inc.	Typical $730K	$300M	414	22%
FamilyWealth Asset Management	Very Low $300K	$120M	413	7%
Hayek Kallen Investment Management L.L.C.	Very High $2.1M	$420M	200	11%
McBryar Advisory Services, Inc.	—	—	200	0%
Bull Street Advisors	Very High $2.3M	$220M	98	59%
Hippocratic Financial Advisors	Typical $600K	$230M	382	16%
Next Phase Advisors	Very Low $200K	$37M	189	10%
Aragon Family Office LLC	Typical $600K	$110M	186	34%
Hale & Doerr Wealth Management LLC	Very Low $260K	$47M	185	7%
Townsend Wealth Management	High $1.1M	$190M	179	34%
Wilkins Miller Wealth Management, LLC	High $1.2M	$210M	178	44%
RCA Wealth Strategies LLC	Very Low $230K	$61M	262	4%
COPE Private Wealth	Low $520K	$88M	170	2%
The Jenkins Group	High $1.1M	$270M	251	36%
Steadmont Advisors, LLC	High $1.3M	$430M	333	39%
Crafted Finance, LLC	Low $480K	$78M	162	48%
Stone Bridge Asset Management, LLC	Low $350K	$84M	240	21%
Cane Capital Partners, LLC	Typical $850K	$270M	315	35%
APEX Wealth Advisors LLC	Low $390K	$87M	223	7%
Financial Economics Consulting Group, Inc.	Low $570K	$82M	144	23%
Strauss Financial Group	High $1.3M	$270M	212	0%
Approach Retirement Advisors, LLC	Very High $1.6M	$220M	140	42%
Davenport Watts & Drake Investment Advisors, LLC	Typical $750K	$160M	208	13%
Luken Investment Analytics, LLC	High $1.1M	$290M	267	31%
Naviant Partners, LLC	Very High $1.3M	$170M	130	44%
PMD Advisory	Low $430K	$56M	130	28%
IA Network, LLC	Typical $740K	$190M	259	24%
Cairn Financial Group	Low $380K	$72M	189	11%
Executive Money Managers, Inc.	Low $410K	$100M	252	9%
Together Planning	Typical $940K	$170M	187	30%
Longview Financial Advisors, Inc.	High $1.1M	$210M	182	38%
Taverik Capital, LLC	Very Low $210K	$25M	117	3%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
YFP Wealth	Very Low $230K	$52M	230	4%
Advisor.Investments	High $1.2M	$200M	168	47%
Capstone Wealth Advisors, LLC	Very Low $110K	$11M	103	0%
Lipscomb Investment Group, LLC	Low $520K	$77M	149	39%
Gulf Coast Financial Advisors	Very Low $300K	$29M	96	22%
Crescent Sterling Ltd.	High $960K	$180M	191	28%
Apogee Wealth Partners, LLC	High $950K	$89M	94	28%
Aull & Monroe	Very High $1.6M	$290M	180	33%
Southern Capital Management Corporation	Low $510K	$43M	85	12%
Main Street Investors, LLC	Very Low $220K	$27M	123	9%
Zora Financial	Typical $890K	$69M	78	35%
Colefp	High $1.2M	$89M	75	36%
Northstar Capital Advisors LLC	Typical $720K	$52M	72	44%
Cornerstone Investment Management and Consulting, LLC	High $1.1M	$76M	70	39%
Birmingham Capital Management Co Inc	Very High $2.1M	$140M	68	0%
Alder Financial Group Inc	Very High $3.4M	$220M	65	71%
Colarion	Very High $1.7M	$160M	95	57%
Timberchase Financial, LLC	Very High $2.1M	$260M	126	74%
Marathon Financial Group	Very High $2.6M	$310M	118	73%
Capital Advisors Wealth Management, LLC	Very Low $250K	$14M	57	11%
Processus Wealth & Capital Management, LLC	Very High $4.4M	$250M	57	65%
Logan Financial Planning LLC	Typical $630K	$35M	56	29%
BrightHaven Financial Advisors, LLC	Low $530K	$57M	108	0%
TAG Wealth Advisors	Very Low $300K	$16M	54	31%
Greybox Investments	Very High $1.3M	$140M	104	31%
Meddent Solutions	High $1.1M	$28M	26	100%
BHK Securities, LLC	High $1.2M	$130M	103	59%
Auerbach Investment Services, LLC	Very High $2.5M	$130M	51	67%
Welon Partners	High $1.1M	$50M	44	0%
McNaron Group, Inc.	Low $480K	$21M	43	12%
CochranMickels Retirement Specialists, LLC	Typical $720K	$30M	42	21%
Wealth Management Consultants, LLC	Low $580K	$23M	40	40%
Clark Planning & Investment Advisory	Very Low $290K	$11M	37	8%
Financial Strategies Wealth Management LLC	Typical $610K	$23M	37	0%
Ethos Private Wealth	High $950K	$44M	46	37%
Stone Fortress Wealth Strategies	Very High $2M	$56M	28	100%
Tabula Rasa Advisors, LLC	Typical $790K	$17M	21	38%
Blue Marlin Advisors, LLC	Very Low $300K	$5.7M	19	0%
Bonaventure Capital, LLC	Very High $19M	$370M	19	100%
Bluewater Wealth Advisors, LLC	Very High $5.4M	$150M	27	70%
Franklin Street Capital LLC	Very High $2.8M	$48M	17	0%
Jackson Money Management, Incorporated	Very High $2.5M	$43M	17	71%
The McGriff Alliance	Typical $750K	$13M	17	29%
L&L Financial Services, LLP	Low $340K	$9.5M	28	0%
BWB Advisory Group	Very High $2.3M	$14M	6	50%
Witter & Lester Inc	Very High $2.4M	$9.8M	4	0%
Freedom Wealth Coaching, LLC	—	—	—	—
Hamilton Capital Advisors LLC	—	$0	—	—

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