AUM per client for Supported firms serving clients in Arkansas

Supported firms active in Arkansas 67 firms

Very Low $110K-$300K

Low $300K-$490K

Typical $490K-$980K

High $980K-$1.6M

Very High $1.6M-$2.4M

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

Median: $660K

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Firm	AUM/client	AUM	Clients	HNW client %
Five8 Financial LLC	Very High $2.3M	$4.7M	2	50%
Foresight Investment Advisors, LLC	Very Low $54K	$160K	3	0%
R.M. Duncan Capital Management Corporation	Typical $890K	$13M	15	0%
Round Table Financial	Very High $1.8M	$46M	26	31%
Heritage Asset Managers, Inc.	Very High $2.8M	$80M	29	55%
Tactical Tax Wealth Management	High $1.4M	$28M	20	40%
Guaranty Private Wealth	Very High $1.9M	$66M	35	63%
Exos Wealth Strategies, LLC	Low $350K	$18M	51	0%
C & S Capital Management, Inc.	High $1.3M	$38M	30	73%
Ajax Capital Advisors, Inc.	Low $490K	$33M	67	19%
Corkern & Co., Inc.	Very High $1.8M	$140M	81	100%
EGP Wealth Management, LLC	Low $470K	$39M	82	18%
Regent Wealth Management, Inc.	Typical $910K	$76M	83	29%
Acropolis Partners, LLC	Typical $960K	$40M	42	38%
Cravens Brothers Private Wealth Management LLC	Very High $3.2M	$140M	43	44%
QVG, LLC	High $1.2M	$92M	77	52%
Clientfirst Wealth Management, LLC	Very High $5.6M	$300M	54	83%
Willow	High $1.2M	$130M	108	43%
Paradigm Advisors, LLC	Very High $1.6M	$130M	82	50%
First Financial Services, LLC	High $1.1M	$100M	88	42%
Gutierrez Wealth Advisory, LLC	Very High $2.4M	$320M	132	52%
Argenta Wealth Management	High $1.1M	$93M	82	35%
Schwantes Financial, LLC	Typical $600K	$50M	84	14%
Luxon Brown	Low $430K	$40M	93	10%
Three Sixty Wealth Management, LLC	High $1M	$190M	186	29%
Legacy Consulting Group	Very High $1.8M	$360M	198	71%
Resilient Asset Management	High $1.3M	$65M	51	63%
Wilshire-Pennington Group, Inc.	Typical $510K	$53M	103	82%
Rivertree Wealth	Typical $860K	$140M	167	34%
Miller Wealth Advisors, LLC	Very High $1.9M	$230M	116	61%
Robert Stephen Capital Management LLC	High $1.1M	$200M	175	14%
360 Ira	—	—	180	0%
Heritage Oak Wealth Advisors	High $1.4M	$350M	240	26%
Global Wealth Management, Inc.	Low $400K	$49M	121	15%
U.S. Private Wealth, LLC	High $1.1M	$200M	189	33%
Ethos Capital Group, LLC	Typical $600K	$77M	128	32%
White McGowan	Typical $580K	$75M	130	11%
The Sherry Group, Inc.	Typical $640K	$130M	203	19%
Garland and Greenwood Wealth Advisors LLC	Very Low $270K	$76M	280	5%
Cothran Capital, LLC	Very Low $250K	$36M	145	3%
First Investment Corporation	Low $300K	$67M	221	13%
Mendel Capital Management, LLC	High $1.4M	$220M	153	47%
Compass Capital Management, LLC	Low $490K	$110M	231	17%
Horrell Capital Management, Inc.	Very High $3M	$230M	77	29%
D.L. Fields Advisory Group, LLC	Very Low $81K	$25M	310	0%
Way Street Financial, LLC	Low $430K	$34M	79	24%
Lafargue Financial Group, Inc.	Very Low $67K	$11M	159	0%
October Wealth Advisors, Inc	Typical $810K	$130M	160	14%
Financial Legacy Management, NC.	Low $440K	$160M	350	100%
Lukas Total Wealth	Very Low $260K	$100M	381	3%
Veach Family Financial	Typical $680K	$130M	191	27%
Walker Asset Management, LLC	Very High $1.6M	$310M	195	33%
Zeiser Wealth Management LLC	Low $330K	$64M	195	17%
Paladin Investment Advisors	Very Low $110K	$44M	413	0%
Hickory Wealth Management, LLC	Typical $610K	$130M	209	23%
Wingo Asset Management, LLC	Low $440K	$92M	211	36%
Coachwise Financial Solutions, Inc.	Very Low $250K	$55M	217	12%
Family Legacy Planning	Typical $490K	$160M	327	10%
Ipsen Advisor Group	Typical $670K	$230M	337	14%
Momentum Wealth Management	Very Low $240K	$64M	269	6%
Asset Protection Wealth Management LLC	—	—	138	0%
Blong Financial	Typical $640K	$200M	314	17%
Riverland Wealth Management	Very Low $170K	$53M	319	8%
Dickinson Barnum Investment Management, LLC	Very Low $220K	$70M	323	9%
Latour Asset Management LLC	—	—	710	0%
Millennium Capital Advisors, LLC	High $1.1M	$210M	200	36%
Lexington Research and Capital Group, LLC	Very High $1.7M	$350M	205	78%
Guardian Financial, Inc.	Low $310K	$77M	248	4%
Wealth Solutions, Inc.	Very Low $120K	$54M	431	0%

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