AUM per client for Supported firms serving clients in Kentucky

Supported firms active in Kentucky 85 firms

Very Low $71K-$270K

Low $270K-$480K

Typical $480K-$860K

High $860K-$1.2M

Very High $1.2M-$2.4M

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

Median: $700K

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Firm	AUM/client	AUM	Clients	HNW client %
Creative Financial Solutions, LLC	—	—	—	—
Money & Clarity	—	—	—	—
Reliable Municipal Advisors, LLC	—	$0	—	—
Seterios Wealth Advisors, LLC	Very High $1.4M	$2.7M	2	100%
Mackhouse Capital	High $1M	$7.1M	7	0%
Robert M Walker & Associates	Very High $1.5M	$14M	9	0%
Riverstone Asset Management, LLC	Very High $4.9M	$88M	18	61%
Lloyd Financial Group LLC	High $990K	$20M	20	25%
KLD Wealth Management	Low $370K	$8.6M	23	9%
Vistafront Partners Inc	Very Low $27K	$640K	24	0%
TAVCO Financial Advisory, Inc	Very Low $200K	$10M	53	11%
Canopus Wealth Management	Very High $1.9M	$82M	42	12%
High Knoll Wealth Advisors, LLC	Very Low $260K	$12M	44	0%
A.G. Campbell Advisory, LLC	Very High $4.7M	$280M	61	48%
Revolution Partners, LLC	High $950K	$72M	76	9%
Journey Financial Management, LLC	Typical $750K	$58M	77	29%
Thomas Story and Son LLC	Very High $8.3M	$320M	39	72%
MC Financial Services, Inc.	High $1M	$69M	67	0%
Meritum Wealth Management LLC	Very Low $200K	$14M	69	0%
Soar Financial LLC	Very Low $150K	$15M	97	3%
Illuminate Wealth Management	Very High $2.3M	$170M	73	49%
Hinton Financial	—	—	52	0%
Dean Dorton Wealth Management, LLC	High $1M	$81M	79	33%
Graeter Wealth Advisors, LLC	High $1.2M	$100M	85	35%
Latitude Investment Group	Very Low $73K	$6.3M	87	0%
Proactive Advisors, LLC	Typical $840K	$57M	68	31%
Frontier Financial Partners, LLC	Low $280K	$43M	151	18%
Equity Advisors of Kentucky Inc	Very High $1.2M	$140M	114	18%
Wealth Management of Kentucky, Inc.	Low $470K	$39M	83	27%
Paragon Private Wealth Management LLC	Very High $2.6M	$430M	167	51%
The Prosperity People	Typical $810K	$140M	169	24%
Life Advisors Financial Planning and Wealth Management, LLC	Very Low $170K	$15M	88	2%
BlackSummit Financial Group, Inc.	Typical $780K	$35M	45	42%
BLVD Private Wealth, LLC	Very High $1.6M	$220M	137	34%
Cambridge Financial Advisors, LLC	Very Low $0	$0	197	22%
Q2 Wealth Management	Typical $820K	$120M	151	24%
Retirement Plan Advisors Ltd	Low $470K	$48M	103	14%
ACCESS Wealth Management, LLC	Very High $2.1M	$330M	157	74%
Pillar Financial Advisors, LLC	Very High $1.7M	$360M	210	28%
Townsend Financial Planning	High $930K	$150M	160	24%
Outpost Advisors, LLC	Typical $640K	$71M	111	0%
Wallace Hart Capital Management	High $1.1M	$240M	227	39%
Allstreet Capital LLC	Very High $1.8M	$220M	120	50%
Barnes Dennig Private Wealth Management, LLC	High $960K	$180M	191	3%
Centerline Wealth Advisors, LLC	Very High $1.2M	$310M	259	37%
Luken Investment Analytics, LLC	High $1.1M	$290M	267	31%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Farnsley Advisors	Low $410K	$88M	213	16%
Stewardship Partners Investment Counsel, Inc.	Typical $490K	$70M	142	8%
Schmitt Wealth Advisers, LLC	High $940K	$130M	144	34%
Russell Capital Management, LLC	Typical $860K	$250M	289	24%
Principled Wealth Advisors, LLC	Very High $1.5M	$230M	150	65%
Wealth Management of the Bluegrass, LLC.	High $1M	$160M	153	46%
Gold Coast Wealth Management, LLC	Very High $2.3M	$350M	154	42%
Leif Clarke Wealth Management, Inc.	Low $370K	$60M	164	15%
Research & Portfolio Management	Typical $620K	$160M	259	21%
Whitestone Capital Management LLC	Very Low $68K	$12M	173	0%
Almega Wealth Management	Low $450K	$120M	261	14%
Copperwood Financial	Low $450K	$120M	262	18%
Incline Wealth	Low $390K	$72M	187	14%
Strategic Wealth Partners LLC	Typical $480K	$100M	212	100%
Shepherd Wealth Management	Low $380K	$160M	430	10%
Triple Crown Wealth Management	Very Low $66K	$14M	217	1%
Brookstone Financial	Very Low $210K	$95M	458	2%
Ricketts Financial, LLC	Very High $2.7M	$310M	115	43%
Demma-Novak Wealth Management	Very Low $0	$0	235	0%
Eukles Asset Management, LLC	Typical $700K	$330M	470	4%
Jarvis Global Investments LLC	Very Low $180K	$63M	354	0%
R.D. Smothers Wealth Management	Low $300K	$73M	245	5%
Rik Saylor Financial, Inc.	Typical $520K	$190M	376	26%
Moneywatch Advisors, Inc.	High $860K	$330M	384	0%
Foster Investment Services	Low $330K	$86M	265	0%
Faith Financial Advisors, Inc.	Low $350K	$97M	280	9%
Mercurio Wealth Advisors	Low $320K	$140M	446	3%
iTrust Asset Management, LLC	Low $410K	$190M	457	11%
Kellett Wealth Advisors, LLC	Typical $680K	$320M	465	11%
Isaacs & Associates, LLC	Low $430K	$72M	169	8%
Federal Hill Capital Management	Very Low $160K	$56M	347	12%
Financial Planning Center, LLP	—	—	354	0%
Rivercities Asset Management, LLC	Low $360K	$66M	182	10%
Demeter Tactical Investments Corp.	Typical $530K	$210M	390	2%
Prosperity Asset Management, LLC	Low $290K	$57M	195	8%
Brown Financial Advisors, LLC	Typical $530K	$320M	613	17%
Owen LaRue Financial Group	Low $430K	$360M	840	7%
Capital Advisory Services, LLC	Very Low $210K	$90M	439	0%
Wurz Financial Services, LLC	Very Low $240K	$120M	491	9%
Lockshield Partners, Inc.	Very Low $260K	$290M	1,113	5%
Bullseye Investment Management, LLC	Very Low $200K	$220M	1,120	5%
Investments & Financial Planning, LLC	Low $420K	$320M	750	7%
Guidance Capital, Inc.	Typical $590K	$450M	756	14%

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