AUM per client for Supported firms serving clients in Indiana

Supported firms active in Indiana 190 firms

Very Low $120K-$260K

Low $260K-$450K

Typical $450K-$690K

High $690K-$1.2M

Very High $1.2M-$2M

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

Median: $560K

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Firm	AUM/client	AUM	Clients	HNW client %
Eley-Graham-Austgen Financial Advisory Services	—	—	—	—
Hesmer Wealth Management LLC	—	—	—	—
Marian Investor Coaching, Inc.	—	—	—	—
Mosaic Wealth Management LLC	—	—	—	—
TruEdge Asset Management LLC	—	$0	—	—
Harbour Wealth Partners, Inc.	—	—	1	0%
Trowbridge Capital Partners LLC.	Very High $7.9M	$16M	2	100%
My-Financial-Advocate	Very High $2.7M	$8.1M	3	0%
Optimized Capital LLC	High $780K	$3.9M	5	20%
Progress Alliance Investment Services	Very Low $210K	$1.1M	5	0%
Mackhouse Capital	High $1M	$7.1M	7	0%
Wright Planning, LLC	Typical $620K	$8M	13	69%
2nd Market Capital Advisory Corp.	Very High $1.3M	$45M	35	23%
Alexander D Cohen Investments, LLC	Very Low $250K	$5.2M	21	100%
Turpin & Associates Inc	Very Low $54K	$1.2M	23	26%
Pillar Wealth LLC	Very Low $230K	$8.2M	35	51%
Kuhn & Company Investment Counsel, LLC	Very High $2.5M	$120M	50	64%
Elevate Capital Management, L.L.C.	Very High $1.2M	$47M	39	67%
Obsidiant Partners LLC	High $780K	$10M	13	54%
New Life Financial LLC	Very Low $110K	$3M	27	0%
Brightstone Advisors LLP	Very High $1.3M	$54M	42	17%
Seek & Find Financial	Low $260K	$11M	43	5%
The Schamber Group, Inc.	Typical $570K	$16M	29	21%
Catalyze Wealth Management	Very High $1.4M	$43M	31	58%
Valentine Wealth Management	Typical $590K	$21M	36	17%
Blend Wealth	High $750K	$55M	74	23%
Thomas Story and Son LLC	Very High $8.3M	$320M	39	72%
Dauble+Worthington Equity Portfolios	Very Low $150K	$9M	60	0%
Zaki Financial LLC	Very Low $170K	$6.9M	40	20%
Private Counsel Group, Ltd.	Very High $1.8M	$120M	63	51%
Equilus Group Inc	Low $300K	$26M	86	15%
McMahan Capital Management	Very High $3.2M	$140M	43	72%
Pile Wealth Management	Very High $1.9M	$170M	86	22%
MC Financial Services, Inc.	High $1M	$69M	67	0%
Canterbury Investment Management, LLC	Very High $1.4M	$61M	45	36%
Genuine Wealth Advisors, LLC	Very High $1.7M	$76M	45	31%
Haley & Summers Wealth Management, Inc.	Very High $1.5M	$67M	45	27%
Twin Robins Capital	High $730K	$33M	45	27%
Mid Michigan Insurance and Financial Services LLC	Very Low $130K	$6.2M	47	0%
Luminary Wealth	High $1M	$74M	71	17%
Capstone Wealth Advisors, Inc.	High $1M	$100M	97	35%
Ohlmann Investment Advisors LLC	Low $350K	$17M	50	4%
Dean Dorton Wealth Management, LLC	High $1M	$81M	79	33%
Walsh Advisors	Very High $1.5M	$79M	53	38%
WWA Planning & Investments	High $990K	$110M	106	37%
Capital Strategies, Inc.	Typical $500K	$40M	80	16%
Hermosa Wealth Management	Low $450K	$24M	54	24%
McDonald Capital Management, Inc.	Very High $1.8M	$99M	56	59%
Virji Investments, Inc.	Typical $580K	$34M	58	12%
Strong Wealth	Low $410K	$24M	59	27%
Capital Management Consultants	Very High $1.2M	$76M	61	67%
Genesis Advisors, LLC	High $800K	$99M	124	11%
Investment Advisors of Indianapolis Inc	Very High $1.7M	$110M	62	0%
Full of Grace Financial	Low $370K	$23M	63	17%
Vertical Wealth, LLC	Low $300K	$19M	63	3%
CFG Wealth Management Services Inc	Very High $1.3M	$80M	64	64%
Tactical Wealth Partners	Very Low $140K	$13M	97	0%
Integrity Wealth Management, LLC	High $1.1M	$110M	99	32%
North South Capital, LLC	Very Low $230K	$31M	133	12%
Alo Financial Planning	Very High $1.8M	$120M	67	58%
Integrated Planning & Wealth Management, LLC	High $780K	$110M	136	24%
Royal Capital Wealth Management LLC	Very High $3M	$200M	68	46%
Forest Asset Management LLC	Very High $2.1M	$220M	106	52%
McAvoy Kemp Wealth Management, LLC	Typical $660K	$70M	106	29%
CADE Group, Inc.	High $790K	$56M	71	31%
Westhampton Capital	Very High $1.7M	$240M	142	26%
Lever Wealth Management	Very High $1.4M	$50M	36	61%
Cornerstone Advisory, LLC	Very Low $160K	$17M	110	1%
McLaughlin Asset Management, Inc.	Very High $1.5M	$170M	111	50%
Creative Financial Planning Advisors, Inc.	Low $400K	$30M	76	21%
Trust Investment Advisors Wealth Management, LLC	High $910K	$34M	38	29%
Rude Wealth Advisory	Low $330K	$52M	156	13%
Mountain Peak Wealth Advisors, LLC	High $710K	$85M	119	23%
Spencer Financial Strategies	Very Low $220K	$18M	80	0%
Laughlin Financial LLC	Very High $2.4M	$200M	82	61%
Lyon Capital Management, LLC	High $1.1M	$88M	82	57%
MDH Investment Management, Inc.	Typical $640K	$54M	84	30%
Kestrel Wealth Management, LLC	Very High $1.7M	$140M	85	34%
Allstreet Wealth	Typical $510K	$65M	128	35%
Monarch Capital Management Inc	Very High $2M	$350M	173	52%
Integrity Wealth Advisors	Typical $500K	$65M	130	9%
RASP Wealth Solutions, LLC	Very High $1.2M	$110M	89	30%
J.S. Replogle & Associates LLC	Low $450K	$40M	90	0%
Morris Group Advisory Service, Inc	Very Low $200K	$19M	91	8%
BLVD Private Wealth, LLC	Very High $1.6M	$220M	137	34%
Peloton Capital Management	Very High $2M	$280M	138	100%
BBK Wealth LLC	Typical $670K	$63M	94	34%
Bayworth Capital	Typical $460K	$88M	192	27%
Tango Capital Management, LLC.(Tcm)	Very Low $130K	$13M	100	24%
American Trust Investment Services Advisory, Inc.	Very Low $110K	$5.5M	51	4%
Fuhrmann Capital	Typical $590K	$61M	102	35%
Demland Wealth LLC	Low $300K	$31M	103	9%
Strong Financial Services	Very Low $110K	$5.9M	52	0%
Smith Financial	Very High $1.9M	$300M	159	45%
BayTrust Wealth Management, LLC	Typical $460K	$98M	214	9%
CBG & Company, Inc.	Very High $1.3M	$210M	161	71%
Midwest Investment and Retirement Management, Inc.	Low $320K	$35M	108	10%
Truesdell Wealth, Inc.	Very Low $92K	$5M	54	17%
Trust Investment Advisors	Very High $1.4M	$220M	163	27%
HK Private Client, LLC	High $810K	$88M	109	57%
Midwest Capital Financial Advisors, LLC	Very Low $150K	$17M	111	0%
Herr Capital Management LLC	Typical $650K	$72M	112	32%
GPS Financial Group, LLC	Typical $630K	$72M	114	32%
Womack Investment Advisers, Inc	Typical $520K	$89M	171	16%
Atis, Inc	Low $420K	$96M	229	0%
Delta Wealth Advisors LLC	High $830K	$150M	176	37%
Blue Bison Investments	Very Low $120K	$21M	177	2%
Forsythe Wealth Management, Inc.	Typical $610K	$71M	118	20%
Greenleaf Financial Group	Very High $1.4M	$180M	122	52%
Atlantis Wealth Advisors LLC	Typical $560K	$140M	248	10%
Gates Investment Advisors, LLC	Very Low $180K	$23M	124	16%
Daviman Financial, LLC	High $850K	$160M	190	21%
Archer Investment Management	Very High $1.5M	$370M	254	28%
Barnes Dennig Private Wealth Management, LLC	High $960K	$180M	191	3%
IA Network, LLC	High $740K	$190M	259	24%
Titan Investment Management LLC	Typical $450K	$120M	263	28%
Timpe & Timpe Financial Advisory Services, L.L.C.	Typical $460K	$61M	133	29%
Arena Wealth Management LLC	Typical $600K	$80M	134	20%
Fortified Wealth	Very Low $240K	$16M	68	15%
Mindset Wealth Management, LLC	High $1.1M	$290M	274	69%
Vision Capital Partners	High $1M	$140M	137	31%
Shinneman Wealth Group	Very Low $230K	$31M	139	0%
Cardinal Capital Management, LLC	Typical $680K	$95M	140	19%
Wall Investment Group, Inc.	Typical $600K	$85M	140	20%
Farnsley Advisors	Low $410K	$88M	213	16%
McDonnell Capital Management	High $1M	$140M	143	24%
Aldebaran Capital, LLC	High $1.1M	$160M	147	29%
Pennfield Capital Corp	Low $310K	$46M	148	0%
Precedent Financial Strategies	Very High $1.4M	$110M	74	72%
Core Wealth Advisors	High $960K	$140M	149	29%
Koon Financial Planning & Consulting/KFP&C	High $910K	$140M	153	36%
Heinekamp Financial Planning & Tax Service LLC	Very Low $230K	$53M	230	0%
D.L. Fields Advisory Group, LLC	Very Low $81K	$25M	310	0%
Griffin Financial Advisors, LLC	Low $420K	$66M	155	13%
Eagle Investors LLC	Very Low $0	$0	240	0%
Kotys Wealth Professionals	High $870K	$280M	321	36%
Summit Investment Management, Ltd.	Typical $520K	$84M	162	4%
Hardwick Capital Management, LLC	Very Low $120K	$19M	167	14%
Whitestone Capital Management LLC	Very Low $68K	$12M	173	0%
56 Capital Partners, Ltd	Low $320K	$82M	260	14%
Park + Elm Investment Advisers	Low $330K	$85M	260	13%
Almega Wealth Management	Typical $450K	$120M	261	14%
Blue Iguana Financial, LLC	Low $260K	$23M	87	0%
An Exceptional Life Financial, LLC	High $690K	$260M	370	14%
Incline Wealth	Low $390K	$72M	187	14%
Comprehensive Financial Consultants	Typical $480K	$180M	376	16%
Blue Jay Financial Group, LLC	Low $400K	$110M	283	8%
VCP Financial LLC	Low $290K	$110M	385	65%
Schwallier Wealth Management	Typical $650K	$190M	290	19%
Julius Arthur Seibert & Company, LLC	Typical $680K	$66M	97	31%
Dickmeyer Boyce Financial Management, Inc	High $1M	$410M	402	31%
MFG Wealth Management, Inc.	Low $400K	$130M	324	9%
Midwest Financial Network, LLC	Typical $650K	$140M	218	37%
MFA Wealth Services	Very High $1.3M	$290M	224	4%
Brookstone Financial	Very Low $210K	$95M	458	2%
Eukles Asset Management, LLC	High $700K	$330M	470	4%
The Bottom Line Wealth Management Ltd.	Very Low $25K	$6.3M	250	0%
Rik Saylor Financial, Inc.	Typical $520K	$190M	376	26%
Pampel & Associates, Inc.	Low $360K	$93M	255	13%
Atlas Financial Advisors, Inc.	Very Low $180K	$47M	266	6%
Lauer Wealth Management	Low $390K	$160M	399	12%
Wisely Advised	Low $330K	$87M	266	5%
SecurEstate	Low $380K	$110M	278	14%
Faith Financial Advisors, Inc.	Low $350K	$97M	280	9%
Norwood Economics, Inc.	Typical $640K	$91M	143	20%
David P. Gilliam & Associates, Inc.	Low $400K	$180M	438	15%
Wordhouse Wealth Coaching	—	—	293	0%
Mercurio Wealth Advisors	Low $320K	$140M	446	3%
P/E Capital Investments	Very Low $67K	$10M	150	17%
Banker Investment Group	Typical $550K	$260M	467	21%
Gineris Wealth Management	Low $280K	$89M	312	10%
Golden Years Financial Advisors, Inc.	—	—	328	0%
Spyglass Investment Management	Low $290K	$150M	511	17%
Benham Advisory Group	Low $270K	$94M	345	5%
IntelliVest Wealth Management	Very Low $150K	$54M	351	3%
Rivercities Asset Management, LLC	Low $360K	$66M	182	10%
Kessler Investment Group, LLC	Typical $560K	$310M	558	13%
Bountiful Investment Management LLC	Low $290K	$160M	560	2%
Ellija Capital Management, LLC	Very Low $150K	$57M	381	4%
Hobbs Wealth Management	High $760K	$150M	194	34%
Prosperity Asset Management, LLC	Low $290K	$57M	195	8%
Lester Financial Group, LLC	Typical $510K	$400M	784	7%
Borabond, LLC	Very Low $400	$83K	207	0%
Holistic Financial Partners, LLC	Typical $520K	$440M	862	12%
Capital Advisory Services, LLC	Very Low $210K	$90M	439	0%
MWM Advisory Group, LLC	Very Low $170K	$39M	225	4%
Werner Financial	Low $270K	$130M	472	18%
Encircle Financial Strategies	Typical $580K	$140M	240	17%
Wabash Capital, Inc.	Very Low $190K	$92M	488	3%
Provider Financial, Inc.	Typical $600K	$300M	505	42%
Bullseye Investment Management, LLC	Very Low $200K	$220M	1,120	5%
Tower Wealth Partners	Typical $480K	$440M	920	16%
Northfort Financial, LLC	Low $330K	$120M	356	0%
Bischoff Wealth Management Group, LLC	Typical $600K	$220M	357	32%
Freeman, Will & Niemeier, Inc.	Low $410K	$150M	358	14%
Bone Asset Management	Very Low $180K	$65M	366	34%
Crown Haven Wealth Management	Very Low $0	$0	394	0%

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