AUM per client for Supported firms serving clients in Kansas

Supported firms active in Kansas 115 firms

Very Low $54K-$280K

Low $280K-$430K

Typical $430K-$760K

High $760K-$1.3M

Very High $1.3M-$2.4M

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

Median: $600K

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Firm	AUM/client	AUM	Clients	HNW client %
Buffalo Run Wealth Advisors LLC	—	—	—	—
Money & Clarity	—	—	—	—
Prairie Advisory, LLC	—	—	—	—
T & M Financial Inc.	—	—	—	—
Five8 Financial LLC	Very High $2.3M	$4.7M	2	50%
M3Sixty Capital, LLC	Very Low $61K	$180K	3	0%
Financial Benefits, Inc.	—	—	6	0%
First American Financial Advisors, Inc.	High $1M	$11M	11	0%
Investment Consulting Services, LLC	—	—	6	100%
BLDR Wealth LLC	Low $330K	$5M	15	0%
Midwest Wealth Management Inc	Very Low $23K	$230K	10	0%
Professional Asset Management, Inc	Typical $580K	$12M	20	40%
Blazing Star Financial	Very Low $160K	$3.4M	22	0%
Voyage Wealth Management LLC	High $900K	$23M	25	36%
Pollux Wealth Management	Very High $1.3M	$53M	40	38%
Foundation Wealth Planning	Low $290K	$7.8M	27	7%
Gaughan & Connealy Wealth Management, LLC	Very Low $0	$0	30	27%
Retirement Resources Inc.	Low $330K	$10M	30	0%
Black Capital Management, LLC	Very High $2.5M	$120M	48	69%
Widener & Asher Asset Management LLC	Typical $690K	$24M	35	23%
Next Bloom Wealth	High $770K	$28M	37	24%
Freedom Value Partners, LLC	Very High $1.3M	$55M	43	56%
Twin Robins Capital	Typical $730K	$33M	45	27%
EVP Capital Advisors, LLC	Very High $1.6M	$75M	46	57%
K2 Wealth Management LLC	Very High $1.7M	$120M	70	100%
Financial Avenues	Very High $1.5M	$150M	94	53%
Redstone Advisors Inc	Very High $2.7M	$260M	98	67%
ViaWealth, LLC	Very High $3M	$260M	86	57%
Family Legacy Advisors, LLC	Very Low $0	$0	116	9%
Schnell Financial Group, LLC	Typical $700K	$63M	91	33%
Trinity Capital Management, LLC	High $840K	$55M	65	58%
Oak Road Wealth Management	Low $350K	$35M	100	9%
Fiduciary Trust Private Wealth Counsel LLC	Very Low $270K	$18M	67	10%
Aspen Wealth Management, Inc.	High $810K	$83M	102	32%
Tessara Wealth	High $1.1M	$160M	143	40%
Mercury Capital Management, Inc.	Very Low $220K	$16M	72	0%
Mike Wolters & Associates, Ltd.	Very Low $260K	$19M	74	1%
Fern Financial Group, LLC	Typical $680K	$53M	77	23%
FinanciaLife Outfitters LLC	Low $400K	$30M	77	19%
Mission Financial Planning, Inc.	Very Low $0	$0	117	65%
Greystone Capital Partners Group LLC	Low $370K	$58M	157	15%
Priority Financial Partners	Very High $1.3M	$100M	80	55%
Curtis Capital Advisors	Very High $2M	$170M	82	24%
Clearpath Wealth Management, L.C.	Low $390K	$64M	165	19%
Schwantes Financial, LLC	Typical $600K	$50M	84	14%
Snider Talbot Financial Planning LLC	Low $370K	$63M	170	8%
Providence Financial Advisors, LLC	High $1.1M	$180M	175	33%
Storyone Family Office	Very High $1.7M	$230M	132	39%
Financial Design Studio, Inc.	High $780K	$110M	134	24%
Mooberry Financial Management, LLC	Very Low $0	$0	45	29%
Collaborative Portfolio Management	High $830K	$150M	182	37%
Yukon Wealth Management, Inc.	Very High $5.1M	$470M	91	45%
Iron Horse Financial Services LLC	Low $360K	$50M	140	6%
White Sand Wealth Management	High $880K	$170M	188	29%
Rise Retirement, LLC	Low $280K	$27M	96	15%
Insight Investment Advisers LLC	Typical $490K	$72M	145	23%
Divvi Wealth Management	Typical $650K	$130M	197	21%
Tax Favored Retirement	Very Low $280K	$41M	149	6%
Sapphire Wealth Planning LLC	Very Low $120K	$12M	100	2%
Wilshire-Pennington Group, Inc.	Typical $510K	$53M	103	82%
Sonas Financial Group, Inc.	Very High $1.3M	$140M	105	43%
Lashley Wealth Management	Very High $1.4M	$75M	53	64%
Equitta Advisors LLC	High $820K	$90M	109	36%
Konza Global Wealth Group	High $1.1M	$130M	112	29%
Wealth Management Solutions	Typical $630K	$110M	168	24%
Denali Financial Group, LLC	Typical $630K	$36M	57	25%
Dogwood Wealth Management, LLC	High $1.1M	$260M	233	37%
Sphinx Investments LLC	Low $370K	$46M	125	9%
Nvest Advisors, LLC	Very Low $110K	$20M	189	2%
Ryan Poage & Co.	Typical $600K	$110M	191	13%
Index Wealth Advisors, LLC	Low $280K	$36M	129	27%
Legacy Map Design, LLC	Very Low $47K	$6.2M	131	5%
Delta Wealth Solutions, LLC	Typical $680K	$91M	133	16%
Luken Investment Analytics, LLC	High $1.1M	$290M	267	31%
L & M Wealth Management and Retirement Solutions, LLC	Typical $490K	$67M	136	15%
North Fork Financial, LLC	Very Low $200K	$28M	136	1%
Glass Lakes Capital Management LLC	Very High $1.3M	$180M	140	64%
McAllister Capital Management	Very High $1.5M	$310M	210	44%
Douglass Investment Group	High $1.1M	$160M	142	39%
Strategic Asset Management, LLC	Very Low $200K	$29M	143	8%
World Class Unlimited, Inc.	Low $370K	$54M	143	9%
Legacy Investment Partners, LLC	Very High $1.8M	$390M	216	33%
Sarver Vrooman Wealth Advisors LLC	Very High $1.5M	$450M	291	42%
Generations Wealth Design	Low $350K	$51M	147	33%
First Investment Corporation	Low $300K	$67M	221	13%
Legacy Advisory Limited Company	Typical $680K	$100M	149	14%
Balanced Financial Planning, Inc.	Very High $2.3M	$180M	80	73%
Gentry Private Wealth	High $970K	$230M	241	37%
Nova R Wealth, Inc.	Very High $1.3M	$420M	323	35%
Next Generation Investing, LLC	Typical $510K	$130M	245	47%
Launch Wealth	Low $310K	$51M	164	13%
Angell Capital Management, LLC	Typical $630K	$110M	169	28%
Core Partners	Very Low $180K	$45M	254	4%
Perspective Advisors, LLC	Very Low $190K	$32M	172	3%
MOKAN Wealth Management	Very High $1.4M	$250M	173	54%
RCA Wealth Strategies LLC	Very Low $230K	$61M	262	4%
Everest Wealth Management	Very High $2.6M	$240M	91	20%
Elevation Advisory Partners LLC	Typical $600K	$230M	378	15%
Stewardship Capital	Typical $430K	$160M	385	15%
VCP Financial LLC	Low $290K	$110M	385	65%
ETF Portfolio Partners, Inc.	High $980K	$420M	429	25%
Tranquilli Financial Advisor, LLC	High $900K	$200M	221	36%
Garner Asset Management Corporation	Very High $3.3M	$370M	112	86%
Cornerstone Advisors	Typical $570K	$260M	464	22%
Berkeley Capital Management, LLC	Low $340K	$120M	354	9%
StewardRight	Very Low $190K	$68M	358	10%
Diversified Wealth Advisors, LLC	Very Low $280K	$100M	375	10%
ProActive Capital Management, Inc.	Typical $530K	$140M	261	16%
Lakeshore Wealth Management LLC	Very Low $190K	$77M	407	9%
MRM Group	Low $310K	$42M	136	20%
Derks Financial, LLC	Low $280K	$77M	275	15%
Gibco Capital Advisors	Low $290K	$83M	285	21%
Boulder Investment Group	Typical $490K	$71M	144	24%
The Perspective Group	High $760K	$220M	295	36%
Paladin Financial	Low $400K	$200M	494	12%
MN Wealth Advisors, LLC	Typical $690K	$390M	571	20%
Copperline Wealth Management & Planning	Low $290K	$120M	430	28%
BG Wealth Advisory, LLC	—	—	462	0%
Beacon Wealth Advisory	—	—	275	0%
S&A Financial Services, Inc.	Low $300K	$350M	1,160	7%
Aspire Wealth Management	Very Low $170K	$51M	302	4%
Cobler Capital Management, LLC	Very Low $250K	$180M	714	3%
Yeisley Wealth Solutions, Inc.	Very Low $170K	$74M	425	1%

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