AUM per client for Supported firms serving clients in Idaho

Supported firms active in Idaho 95 firms

Very Low $160K-$280K

Low $280K-$420K

Typical $420K-$620K

High $620K-$1.2M

Very High $1.2M-$1.7M

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

Median: $510K

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Firm	AUM/client	AUM	Clients	HNW client %
Elite Financial, Inc.	High $620K	$270M	439	17%
Elevation Capital Advisory	Low $400K	$250M	631	10%
Hawke Financial Group	Typical $430K	$240M	551	6%
Intermountain Wealth Management, Inc.	Very Low $170K	$77M	446	4%
Crown Point Wealth Advisors	Very Low $270K	$180M	653	19%
Interwest Investment Advisors, Inc	Very Low $150K	$60M	389	1%
Peak Investment Coaching, LLC	Very Low $0	$0	380	3%
Burrus	High $750K	$240M	322	25%
Moulton Wealth Management, Inc	Low $330K	$160M	477	11%
Pinnacle Wealth Management, LLC	Typical $460K	$210M	458	14%
Connect Financial Advisors	Very Low $140K	$63M	452	2%
Arrian Investments, Inc.	Typical $510K	$220M	442	14%
D & G Advisory Group, L.L.C.	High $650K	$190M	293	31%
Wood Tarver Financial	High $800K	$460M	575	26%
Next Level Wealth Planning, LLC	Typical $560K	$320M	572	15%
Tumwater Wealth Management, LLC	High $1.1M	$320M	284	40%
3 Peaks Financial	Very Low $190K	$52M	280	5%
Vorpahl Wing Securities, Inc.	Very Low $220K	$120M	557	0%
Axiom Wealth Strategies, LLC	Typical $450K	$120M	272	25%
Atlas Financial Advisors, Inc.	Very Low $180K	$47M	266	6%
Stites Financial Consulting	Typical $490K	$130M	264	28%
Viewpoint Capital Management	Very High $2.1M	$270M	125	43%
Torrey-Payne Wealth Management	High $780K	$180M	237	24%
Reed Capital Management, LLC	Typical $460K	$54M	117	27%
Five Pine Wealth	Typical $540K	$190M	345	14%
MFA Wealth Services	Very High $1.3M	$290M	224	4%
Wealth Rabbit	Very Low $5.4K	$1.2M	220	1%
Wilson Financial Advisors, Inc.	Very Low $0	$0	216	5%
Jordan Wealth Management	Very Low $170K	$73M	425	0%
Financial Planning First, LLC	Low $370K	$110M	291	11%
Lodestone Wealth Management LLC	High $1.2M	$330M	287	34%
Prestige Wealthwide, LLC	High $1.1M	$200M	186	32%
Pacific Peak Advisors, LLC	Very High $1.2M	$210M	182	30%
Capital Wealth, LLC	Low $350K	$95M	272	4%
Arcadia Investment Advisors, LLC	Very High $1.2M	$330M	266	44%
Dove Investment Research and Management, Inc.	Typical $580K	$100M	175	54%
Mustard Seed Financial	Very Low $240K	$84M	346	14%
Integrity Wealth Management, Inc.	High $980K	$160M	167	23%
Provident Living Financial Services	Typical $600K	$150M	245	25%
DRS Wealth Management	Typical $460K	$74M	160	36%
Lesa Sroufe & Company, Inc.	High $870K	$210M	238	93%
Concinnus Financial, Inc	Very Low $190K	$31M	158	5%
Portfolio Logix, LLC	Very Low $250K	$39M	156	26%
Twenty Twenty Investment Advisors, LLC	Low $370K	$110M	312	7%
4 Th River Financial Group, Inc.	Very Low $220K	$67M	301	7%
Retire Sensibly LLC	Low $400K	$58M	146	26%
Coastal Capital Advisors	Low $370K	$52M	141	11%
Sky-Mountain Capital Management	Very High $1.5M	$210M	141	38%
Legacy Investment Services, LLC	Very Low $160K	$44M	277	0%
Simple Wealth LLC	Low $370K	$47M	129	20%
Twin Rivers Wealth Management	Typical $460K	$120M	256	9%
Archer Investment Management	Very High $1.5M	$370M	254	28%
Snake River Investment Counsel LLC	High $630K	$77M	121	17%
Harding Wealth, Inc.	Very High $1.3M	$210M	169	38%
Selkirk Wealth Advisors, LLC	High $1.1M	$180M	164	37%
Pacific Value, LLC	High $960K	$160M	162	32%
Western Financial Corporation	Very High $1.7M	$270M	155	68%
Williams and Schiller Wealth Management, LLC	Very High $1.2M	$110M	92	38%
Ascent Retirement Advisors	Low $330K	$28M	85	14%
Archer Wealth Advisors	Typical $600K	$76M	127	13%
Accord Capital Management, Ltd.	Low $380K	$32M	84	12%
Figure 8 Investment Strategies LLC	Very High $1.3M	$220M	163	44%
Integrity Financial Group	Low $280K	$33M	119	14%
Scratch Capital	Very High $1.4M	$210M	150	43%
Coho Advisory Services, LLC	Low $310K	$46M	148	5%
Backbone Planning Partners LLC	High $780K	$85M	109	24%
Inland Financial Planning	Typical $570K	$41M	72	13%
BZ Wealth Advisors, LLC	High $770K	$26M	34	47%
Sila FInancial, LLC	Very High $1.2M	$120M	100	49%
Mellor & Associates LLC	Low $350K	$22M	63	8%
Alturas Wealth Management, LLC	High $770K	$47M	61	18%
Illumine Investment Management, LLC	Very High $2.1M	$190M	90	32%
Advanced Financial Solutions, Inc.	Very Low $240K	$14M	59	20%
Long Bridge Capital Management	Typical $510K	$54M	106	0%
Grow Rasmussen Consulting LLC	Typical $420K	$43M	103	34%
Aligned Advisors	Typical $440K	$22M	51	100%
Equilus Group Inc	Low $300K	$26M	86	15%
Rutherford Investment Management	Very High $3.7M	$230M	62	76%
Harris Wealth Management, LLC	Low $370K	$22M	61	10%
Pinyon Pine Capital LLC	Very High $1.2M	$46M	39	100%
Evolve Wealth Advisors LP	High $930K	$51M	55	65%
Nautical Star Financial Group LLC	Typical $620K	$45M	72	32%
Mcmillen & Company, Inc.	Very High $2.5M	$81M	32	31%
Potomac Advisors, Inc.	Low $320K	$14M	44	0%
DeLeon Wealth LLC	Low $420K	$11M	27	44%
Pinnacle Portfolio Advisors	Very High $4.3M	$170M	40	53%
Generational Legacies Wealth Management	Very High $1.7M	$43M	25	36%
Hanks Capital Management, LLC	Low $330K	$8M	24	0%
Pendragon Capital Management, Inc.	High $1M	$44M	43	42%
GT Investment Management, LLC	Very Low $160K	$5.5M	35	100%
Wismar Financial	Low $320K	$5.5M	17	0%
Simpli-FI Alpha LLC	Very Low $190K	$2.8M	15	0%
Trail Creek Advisors, LLC	Very High $1.3M	$18M	14	29%
Vitality Wealth	High $700K	$9.1M	13	31%
Profitscore Capital Management, Inc.	Very Low $120K	$900K	10	0%
Cooper Norman Wealth, LLC	—	—	—	—
Everbridge Advisors	—	$0	—	—

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