AUM per client for Supported firms serving clients in Iowa

Supported firms active in Iowa 92 firms

Very Low $150K-$320K

Low $320K-$530K

Typical $530K-$830K

High $830K-$1.2M

Very High $1.2M-$3.4M

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

Median: $670K

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Firm	AUM/client	AUM	Clients	HNW client %
Cole Financial Advisors, Inc.	—	—	—	—
Heartland Financial Services, Ltd.	—	—	—	—
Ignite Financial	—	—	—	—
Net Worth Advisors	—	—	1	0%
True Wealth, LLC	—	—	1	0%
Van Meter Associates, LLC	Low $320K	$1.3M	4	0%
True Wealth Nation	—	—	7	0%
Ellevity Capital, LLC	Very High $3.4M	$44M	13	77%
AIM Advisors	Very Low $120K	$1.7M	14	21%
Carrie Houchins-Witt Tax and Financial Services LLC	Very Low $0	$0	15	60%
Calibrate Wealth, LLC	Low $530K	$9.5M	18	0%
Grit Family Office, LLC	Very High $3.8M	$73M	19	100%
SBC Investment Management, LLC	Very High $4M	$76M	19	79%
Ballast Capital Advisors, LLC	Very High $7.8M	$330M	42	100%
Christensen Capital, LLC	Very Low $290K	$8.4M	29	55%
Partner Wealth	Very High $2.3M	$79M	34	53%
Vital Capital LLC	High $940K	$66M	71	21%
Clark Wealth Strategies, Inc	Typical $610K	$52M	85	18%
Passage Global Capital Management, LLC	High $830K	$53M	64	38%
Desla Wealth Management	Typical $670K	$33M	49	29%
Fairway Asset Management, LLC	High $930K	$69M	74	15%
Taber Asset Management L.L.C.	High $1M	$100M	101	100%
Profusion Private Wealth	Very High $2.3M	$180M	77	64%
Rockway Wealth Partners	Very Low $250K	$27M	107	12%
Greenstone Wealth Management	Low $400K	$44M	108	2%
Integrity Wealth Management LLC	Very High $2.3M	$62M	27	63%
The Table Financial Planning LLC	Typical $530K	$57M	108	9%
Balanced Investment Advisors, LLC	Typical $710K	$41M	58	28%
Latitude Investment Group	Very Low $73K	$6.3M	87	0%
Stewards Advisory Services	High $1M	$62M	61	46%
Cedar Valley Wealth Advisors	Very High $1.6M	$150M	92	28%
Aventura Capital Management, LLC	Low $380K	$48M	126	10%
EDK Advisory	Typical $770K	$25M	33	67%
Legacy Bridge Private Family Offices	Very High $6.4M	$420M	66	41%
Footprints Asset Management & Research, Inc.	Low $420K	$42M	100	11%
Dessonville Financial Group Incorporated	High $1.2M	$84M	68	44%
Paladin Wealth Partners	Very High $2.7M	$280M	102	58%
Penn Advisory Group Inc.	Typical $750K	$52M	70	21%
Guide Rock Capital Management, Inc.	Typical $570K	$40M	71	30%
Sanders Retirement Planning LLC	High $850K	$62M	73	34%
Priority Financial Partners	Very High $1.3M	$100M	80	55%
Russell Wealth Advisors	High $830K	$100M	121	32%
Nabity-Jensen Investment Management, Inc.	Very High $2.9M	$260M	87	48%
Acadia Legacy Group	Very High $3M	$130M	45	40%
Midwestern Financial Group	Very High $1.3M	$170M	135	30%
Custom Wealth Planners	Typical $690K	$100M	149	57%
Forrest Financial Services	Very High $1.5M	$150M	100	46%
Conscious Capital	Low $450K	$68M	152	11%
Water Valley Investment Advisors, Inc.	High $910K	$140M	152	29%
Truesdell Wealth, Inc.	Very Low $92K	$5M	54	17%
Jepsen Financial	Typical $640K	$35M	55	0%
Fencl Advisory Services, LLC	Low $510K	$88M	173	41%
Valiant Wealth, LLC	Very High $1.6M	$270M	173	46%
American Financial Management, Ltd.	Very Low $250K	$32M	124	4%
Kane Company Wealth Management, Inc.	Very High $1.4M	$280M	198	39%
CWS Wealth Partners	Low $470K	$62M	133	20%
One Life Financial Group, Inc.	Typical $590K	$120M	200	32%
Clarity Asset Management, Inc.	High $950K	$260M	270	33%
Iowa Wealth Management, LLC	High $840K	$110M	136	28%
Zenith Advisory Group, LLC	Low $470K	$65M	139	7%
Clearwealth	Very Low $310K	$44M	145	4%
Pecaut Wealth Management	Very High $1.7M	$370M	219	34%
Plan2Thrive Financial	Typical $580K	$130M	222	11%
AO Wealth Advisory	Typical $670K	$200M	298	20%
Midwest Heritage Financial Advisors	High $1.2M	$400M	334	34%
Pursuit Wealth Management	Very Low $190K	$32M	168	8%
Strategic Wealth Solutions, LLC	Very Low $180K	$15M	84	1%
ATLAS Lifestyle Planning Group LLC	Low $400K	$73M	180	11%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Future Bright	Very Low $180K	$73M	396	2%
Financial Design Group, LLC	Typical $550K	$110M	203	14%
Boyle Capital	Typical $780K	$330M	418	21%
BSC Capital Partners, LLC	Low $390K	$130M	321	10%
Midwest Financial Network, LLC	Typical $650K	$140M	218	37%
Uncommon Wealth Partners, LLC	Very Low $200K	$44M	223	2%
Professional Retirement Strategies LLC	Very Low $220K	$52M	238	3%
The Sherwin Group	Very Low $160K	$38M	242	9%
Mokosak Advisory Group, LLC	High $840K	$410M	490	27%
Bridgeway Wealth Management, LLC	Typical $650K	$160M	248	48%
Longenecker Financial Services	Low $330K	$82M	252	6%
Schwan Financial Advisors, LLC	Very Low $0	$0	261	98%
Wealth Advisors Group, LLC	High $1M	$280M	272	33%
Lebens Advisory Group LLC	Low $380K	$53M	140	14%
The Premier Advisory Group, LLC	—	—	570	0%
Vivid Wealth Management, LLC	Typical $670K	$290M	434	21%
Innovative Wealth Management, LLC	Very Low $290K	$88M	298	12%
Capstone Pacific Investment Strategies	Very Low $150K	$47M	302	7%
Red Cedar	Very Low $260K	$41M	155	5%
Gineris Wealth Management	Very Low $280K	$89M	312	10%
Peterson Financial Group, Inc.	Typical $570K	$290M	516	12%
Weis Advisory	Low $320K	$230M	716	18%
Carlson Wealth, LLC	Very Low $150K	$30M	191	8%
Gabe Nelson Financial, Inc.	Low $450K	$91M	202	20%
Acumen Financial Advisors, LLC	Very High $2.1M	$470M	220	61%
TFP Management, LLC	Low $410K	$270M	660	10%
Des Moines Investments, LLC	Low $350K	$250M	700	11%
Tuve Investment Management, Inc.	Very Low $280K	$150M	523	11%
GTG Wealth Management, LLC	—	—	564	0%
Tryon Investments, LLC	Very Low $220K	$100M	457	6%

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