AUM per client for Supported firms serving clients in Minnesota

Supported firms active in Minnesota 204 firms

Very Low $130K-$380K

Low $380K-$590K

Typical $590K-$940K

High $940K-$1.4M

Very High $1.4M-$2.4M

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

Median: $810K

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Firm	AUM/client	AUM	Clients	HNW client %
Remloe Capital LLC	—	$0	—	—
Veritas Financial Services, LLC	—	—	—	—
Provenire Capital LLC	Very High $6.3M	$44M	7	100%
Kusske Financial, Inc.	Very Low $260K	$3.2M	12	83%
Paladin Capital	Low $390K	$6.9M	18	6%
Dynic Wealth Management LLC	Very High $3M	$46M	15	53%
1st Financial Investment, Inc.	Very Low $49K	$780K	16	25%
QST Capital LLC	Very Low $190K	$2.6M	14	36%
SIOL Wealth Advisors	Very High $4.4M	$39M	9	78%
Crane Capital Management LLC	Very High $1.6M	$34M	21	57%
Endurance Financial Group	Typical $850K	$18M	21	29%
Jones Kertz & Associates, Inc.	Very High $5.3M	$230M	44	80%
FIDERE Advisors	Typical $670K	$24M	36	36%
Springtide Partners	Very High $1.9M	$45M	24	79%
Walrus Partners, LLC	Low $510K	$6.1M	12	50%
Money Matters	High $980K	$25M	25	52%
Hofkin Capital Management, Inc.	Very High $2M	$80M	39	44%
PairOne Private Wealth	Very Low $100K	$2.8M	27	0%
Stone Fortress Wealth Strategies	Very High $2M	$56M	28	100%
Upstream Financial Advisors LLC	Typical $830K	$26M	31	23%
Stapleton Asset Management, LLC	Typical $940K	$31M	33	79%
Jeffrey A. Drayton Financial Group, Inc.	Low $500K	$26M	51	10%
AlphaCopia	High $1.1M	$37M	35	57%
Bright Angel Advisors LLC	Very High $6.4M	$220M	35	51%
T. Rose & Associates, Inc.	Very Low $350K	$12M	35	57%
Process Design Capital Management LLC	High $990K	$78M	79	33%
Clark Wealth Strategies, Inc	Typical $610K	$52M	85	18%
Keystone Wealth Advisors, Incorporated	Very High $3M	$190M	64	52%
GCB Private Wealth	Typical $800K	$34M	43	33%
Custom Funds Management LLC	Low $510K	$22M	44	25%
Fountain Financial Group, Inc.	Low $580K	$38M	64	12%
Life, Inc. Retirement Services	Very Low $210K	$19M	89	0%
Barrington Capital Management, Inc.	Very Low $230K	$11M	47	6%
Wealthspring Advisors, LLC	High $970K	$46M	47	30%
Wold Financial Group	Very High $2.5M	$180M	72	43%
Adams-Hansen & Associates	Typical $840K	$63M	75	21%
Colleen Weber CPA, LLC	Very High $2.4M	$120M	50	0%
AKM Advisory	Very High $1.6M	$84M	51	45%
Falker Investments Inc.	Very High $1.8M	$90M	51	82%
Triton Investments, LLC	Very Low $210K	$16M	77	5%
Fyooz Financial Planning	Typical $750K	$59M	79	47%
TAG Wealth Advisors	Very Low $300K	$16M	54	31%
Symmetric Advisors Inc	Very Low $240K	$20M	83	0%
Sage Wealth Advisory	Very High $1.6M	$88M	56	57%
ViaWealth, LLC	Very High $3M	$260M	86	57%
Lundeen Abrams Advisors, LLC	Very Low $360K	$21M	58	5%
Abbey Hill Financial Advisors, LLC	Typical $820K	$49M	60	43%
Clerestory Advisors, Inc	Very High $1.6M	$100M	61	64%
Financial Compass Corporation	Low $570K	$35M	61	0%
NorthStar Wealth Management, Inc.	High $1.4M	$85M	61	41%
Forethought Planning LLC	—	—	62	0%
Truman Wealth Advisors	High $960K	$93M	96	23%
RGA Investment Advisors, LLC	Typical $850K	$85M	99	19%
Rocket Capital Management, L.L.C.	Low $400K	$27M	66	20%
YES Wealth Management	High $1.3M	$130M	100	36%
Total Wealth Advisors, LLC	High $1.3M	$88M	69	39%
Bannerstone Capital	Very High $1.5M	$160M	106	26%
Lifetime Capital Planning Group LLC	High $1.2M	$85M	71	49%
Sterling Financial Advisors, LLC	Typical $880K	$130M	143	36%
Echo Wealth Management, LLC	Very High $1.9M	$280M	144	53%
Wealth Planning Systems, LLC	Very Low $150K	$11M	74	5%
Wealth Planning Advisors LLC	Very Low $370K	$42M	112	10%
T/R Financial Management Group, LLC	Very Low $350K	$26M	75	21%
Anson Analytics	Very High $1.9M	$220M	113	60%
Barking Sands Capital	Low $570K	$43M	76	11%
GS Investment Inc	Very High $3.2M	$240M	76	47%
Caissa Wealth Strategies	Very High $1.9M	$300M	153	62%
Hyland Lake Partners	High $1.2M	$93M	78	41%
Lions Gate Sovereign Capital, LLC	Low $560K	$44M	78	19%
Lottsa Financial Services, Inc.	Typical $810K	$95M	117	27%
White Pine Capital LLC	Very High $4.2M	$330M	79	89%
Lions Wealth Management	Typical $670K	$80M	120	25%
Regan Investments, Inc.	Typical $830K	$67M	81	0%
Bane O'Leary LLC	Low $510K	$85M	166	14%
Twin Cities Retirement Group	Very High $1.7M	$140M	84	56%
Heritage Capital Advisors, LLC	Very High $2.1M	$88M	43	58%
Sieben Wealth Planning LLC	Very High $1.9M	$160M	86	43%
ICON Financial	Low $440K	$38M	87	8%
Guide Financial Planning	Low $530K	$70M	132	20%
Gen Y Planning	Typical $600K	$54M	90	12%
RK Retirement Solutions LLC	Very Low $210K	$19M	90	0%
5 Stone Financial Group, LLC	Low $380K	$34M	91	12%
The Financial Planning Co.	Very Low $320K	$29M	91	7%
Williams and Schiller Wealth Management, LLC	High $1.2M	$110M	92	38%
Abens Financial Services Inc	High $1.2M	$120M	93	44%
Retire Agile	Very High $2.3M	$430M	188	56%
All Terrain Financial Advisors	Very High $1.9M	$370M	190	52%
S3, Inc	Typical $900K	$86M	95	37%
Financial Empowerment LLC	High $1.3M	$130M	100	73%
Trailhead Planners, LLC	High $1.2M	$190M	151	28%
Winter & Associates, Inc.	Typical $820K	$170M	203	21%
Tower View Wealth Management LLC	Very High $1.5M	$300M	206	34%
Lifetime Wealth Management, LLC	High $1.2M	$190M	156	33%
Rosman Asset Management, LLC	Typical $750K	$78M	104	15%
Azure Wealth Management	Very Low $290K	$31M	105	15%
Ataraxis Financial	Low $480K	$51M	106	8%
Eighth Wonder Investments	Very Low $120K	$12M	106	2%
PSC Financial LLC	High $1.1M	$120M	108	33%
Truesdell Wealth, Inc.	Very Low $92K	$5M	54	17%
Evansbrook Capital Management	Very High $2.1M	$230M	110	61%
Jepsen Financial	Typical $640K	$35M	55	0%
Brentview investment Management, LLC	Typical $620K	$100M	169	100%
Corinthian Partners Asset Management LLC	Very Low $180K	$40M	226	3%
Trumix Advisors	High $990K	$170M	170	29%
Birath Wealth Management, LLC	Typical $870K	$100M	114	19%
Wacker & Associates, Inc.	Low $560K	$96M	172	23%
Fencl Advisory Services, LLC	Low $510K	$88M	173	41%
Somerset Group LLC	Very High $2.5M	$150M	58	41%
Cardinal Wealth Advisors, L.L.C.	Typical $700K	$82M	117	22%
LifeSTAGE Wealth Management, Inc.	Typical $630K	$75M	119	18%
Elevation Wealth Management	Very High $1.4M	$260M	179	52%
Capital Consulting & Asset Management	High $1.2M	$220M	180	47%
Make Way Wealth Management	Typical $640K	$77M	120	18%
Captar Private Wealth	Typical $900K	$170M	184	8%
Scarecrow Advisors, LLC	Very Low $300K	$74M	247	0%
Guardian Wealth Advisors, LLC	High $1.2M	$300M	254	31%
Revalue LLC	Very Low $370K	$94M	254	60%
Calculated Wealth	High $1M	$200M	194	21%
aLuman	Typical $940K	$120M	132	23%
Boulevard	Low $440K	$120M	266	14%
One Life Financial Group, Inc.	Low $590K	$120M	200	32%
Quarry Hill Advisors	Very High $1.9M	$390M	203	65%
RossJohnson & Associates, LLC	Typical $750K	$210M	272	29%
Schmidt Wealth Management	High $1.3M	$90M	68	34%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Thomas Leo Advisory, LLC	High $1.1M	$160M	144	37%
Paradigm, Strategies in Wealth Management, LLC	High $1.4M	$310M	218	43%
Briggs Financial Inc.	Very Low $350K	$52M	148	9%
Dunnavan & Co.	High $1.4M	$320M	228	32%
Quantitative Asset Management, LLC	High $1.1M	$170M	153	29%
Tealwood Asset Management	Very High $1.5M	$360M	230	73%
Rossi Dubuque Breckenridge, LLC	Very Low $0	$0	154	75%
MHS Advisory Services, LLC	Typical $820K	$250M	310	23%
Pivotal Wealth and Tax	Very Low $53K	$17M	314	2%
Foresee Wealth Advisors	Typical $890K	$140M	158	35%
Access Financial Services, Inc.	High $1.4M	$430M	318	45%
Releve Financial Group	Typical $800K	$260M	321	27%
Networth Asset Management, Inc.	Low $420K	$100M	245	18%
GEN Financial Management Inc.	High $1.3M	$330M	246	46%
Kowalski Financial Inc.	High $1.2M	$200M	166	0%
Johnson Wealth Management, LLC	Very High $1.8M	$300M	169	59%
Blackmore Financial Solutions	Very Low $150K	$26M	171	0%
Great Plains Advisory Services LLC	Very Low $350K	$61M	172	53%
Milborn Advisors, ltd	Typical $600K	$110M	178	10%
True Vision Financial Advisors	Typical $740K	$270M	367	23%
Northland Capital Management	Typical $830K	$230M	281	30%
Complete Investment Advisory, LLC	Low $580K	$110M	189	16%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Pitzl Financial	High $1.2M	$490M	394	46%
Future Bright	Very Low $180K	$73M	396	2%
Centurion Financial Strategies LLC	Typical $750K	$77M	102	44%
Logan Park Wealth Management	High $1.1M	$450M	408	26%
Freedom Financial Partners LLC	High $1.2M	$380M	308	33%
Excelsior Investors	Very High $2.3M	$240M	105	69%
Ulland Investment Advisors, LLC	Very High $2.1M	$440M	211	41%
Michael Traxler Wealth Management, LLC	Low $450K	$190M	429	6%
T. Anton Investment House, Inc.	High $1.1M	$370M	328	38%
Actify Investor Retirements, LLC	Very Low $27K	$5.8M	220	0%
Pack Private Wealth, LLC	Very High $1.5M	$330M	222	41%
Kingdom Legacy Advisors	Typical $880K	$200M	223	31%
Principium Investments LLC	Typical $930K	$210M	227	22%
Phillip James Financial Co.	Very High $1.9M	$220M	114	53%
UAK Diversified Wealth Advisors	Low $480K	$110M	233	23%
The Sherwin Group	Very Low $160K	$38M	242	9%
Legacy Financial Advisors Corporation	High $1.3M	$320M	245	40%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
LifePlan Financial, LLC	Low $550K	$140M	255	25%
Josh Arnold Investment Consultant, LLC	Low $560K	$140M	256	20%
Schwan Financial Advisors, LLC	Very Low $0	$0	261	98%
Enspyre Wealth Advisors, Inc.	Very High $1.6M	$220M	133	59%
Koob Wealth Management, LLC	High $1.3M	$170M	133	53%
CFG Retirement	Low $450K	$240M	541	29%
Great River Financial	Very High $1.5M	$200M	136	41%
Perkins Capital Management Inc	Typical $820K	$110M	137	43%
Haas Financial, Inc.	Typical $710K	$98M	138	22%
Stone Steps Financial, LLC	High $1.1M	$150M	138	38%
Lebens Advisory Group LLC	Very Low $380K	$53M	140	14%
D & G Advisory Group, L.L.C.	Typical $650K	$190M	293	31%
Secured Retirement Advisors, LLC	Low $420K	$260M	602	11%
B&E Investment Advisers, Inc.	—	—	462	0%
Larson Financial Advisors	Low $580K	$89M	154	25%
North Compass Financial Advisors, LLC	Low $440K	$140M	308	13%
Trott Brook Financial	Typical $780K	$120M	155	21%
Paladin Financial	Low $400K	$200M	494	12%
Dorval & Chorne Financial Advisors	Low $560K	$370M	663	14%
Financial Institution Services, LLC	Typical $780K	$260M	332	15%
Retirement Resource Wealth Management, LLC	Very Low $210K	$74M	357	1%
Jason Janes Wealth Management, Inc.	Very Low $130K	$49M	369	7%
Peak Financial Consulting, Inc.	Very Low $360K	$130M	371	14%
Interwest Investment Advisors, Inc	Very Low $150K	$60M	389	1%
Underdog Wealth Management, LLC	Very Low $260K	$110M	402	13%
Gabe Nelson Financial, Inc.	Low $450K	$91M	202	20%
Borabond, LLC	Very Low $400	$83K	207	0%
Copperline Wealth Management & Planning	Very Low $290K	$120M	430	28%
Acumen Financial Advisors, LLC	Very High $2.1M	$470M	220	61%
Trademark Financial Management, LLC	Typical $640K	$290M	458	11%
Des Moines Investments, LLC	Very Low $350K	$250M	700	11%
Bucket List Wealth Management, LLC	Low $460K	$220M	480	25%
Haldorson & Pincombe Investment Advisors Inc.	Very Low $74K	$19M	262	2%
Mann Financial Group	Low $560K	$330M	585	17%
Light Financial Services, Inc.	Very Low $280K	$170M	621	5%
FFP Wealth Management, LLC	High $950K	$300M	316	31%
Webb Financial Group	Low $590K	$400M	673	0%
Pankonin Financial Group	Very Low $110K	$93M	829	2%
JMR Financial Group	Very Low $82K	$68M	835	5%
Guzek Asset Management	Very Low $0	$0	425	65%
Encore Wealth Advisors	Very Low $250K	$110M	437	13%

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