AUM per client for Supported firms serving clients in Missouri

Supported firms active in Missouri 188 firms

Very Low $140K-$280K

Low $280K-$520K

Typical $520K-$880K

High $880K-$1.5M

Very High $1.5M-$2.8M

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

Median: $690K

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Firm	AUM/client	AUM	Clients	HNW client %
Renaud & Company, LLC	Very Low $220K	$210M	953	4%
The Worley Banks Group, LLC	Very Low $240K	$180M	749	18%
Heritage Asset Management, LLC	Very Low $210K	$150M	746	7%
Cobler Capital Management, LLC	Very Low $250K	$180M	714	3%
Floyd Financial Group LLC	Very Low $240K	$160M	686	2%
Aspire Wealth Management	Very Low $170K	$51M	302	4%
Altitude Wealth Management, LLC	Very Low $220K	$110M	502	4%
Guardian Financial, Inc.	Low $310K	$77M	248	4%
Maxele Advisors, LLC	Typical $850K	$200M	234	31%
Des Moines Investments, LLC	Low $350K	$250M	700	11%
BG Wealth Advisory, LLC	—	—	462	0%
RLB Financial	Low $290K	$170M	607	4%
Arbor Capital Management Inc	Typical $610K	$370M	601	27%
Thrasher & Chambers Wealth Management, LLC	Low $370K	$150M	398	23%
Stackhouse Enterprises	Very Low $140K	$28M	196	11%
Powers Advisory Group, LLC	Typical $570K	$330M	575	22%
Duncan Financial Management, Inc.	Very Low $68K	$25M	375	3%
Alliance Wealth Advisors	Very Low $240K	$87M	366	5%
Latour Asset Management LLC	—	—	710	0%
Dickinson Barnum Investment Management, LLC	Very Low $220K	$70M	323	9%
MarketRiders	Typical $760K	$360M	477	0%
Orion Investment Co	Typical $690K	$430M	627	56%
Metanoia Financial, LLC	High $920K	$140M	151	25%
Wilkerson Advisory Group LLC	Typical $560K	$330M	582	16%
CSH Investment Management	Very Low $230K	$67M	290	3%
Boulder Investment Group	Low $490K	$71M	144	24%
Wall Street Financial Group, Inc.	Low $420K	$180M	425	11%
Derks Financial, LLC	Low $280K	$77M	275	15%
Pearl Wealth Group	Low $380K	$100M	273	8%
MRM Group	Low $310K	$42M	136	20%
Lakeshore Wealth Management LLC	Very Low $190K	$77M	407	9%
Truenorth Wealth & Impact, LLC	High $1.1M	$440M	395	39%
Nicholson Meyer Capital Management, Inc.	High $1.1M	$290M	261	33%
Diversified Wealth Advisors, LLC	Very Low $280K	$100M	375	10%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
Wealth Management Advisors, inc.	Very Low $190K	$47M	242	12%
Porter Kickham	Low $430K	$52M	120	33%
Professional Retirement Strategies LLC	Very Low $220K	$52M	238	3%
BCD Advisors	Very Low $120K	$52M	448	8%
Meredith Wealth Planning	Very High $2.1M	$460M	221	52%
Tranquilli Financial Advisor, LLC	High $900K	$200M	221	36%
ETF Portfolio Partners, Inc.	High $980K	$420M	429	25%
Hickory Wealth Management, LLC	Typical $610K	$130M	209	23%
Guardian Investment Management, LLC	Very Low $150K	$15M	100	5%
Walker Asset Management, LLC	Very High $1.6M	$310M	195	33%
Stewardship Capital	Low $430K	$160M	385	15%
Prosperity Financial Group	Typical $520K	$98M	188	13%
Everest Wealth Management	Very High $2.6M	$240M	91	20%
Sterling Investment Advisors, LLC	Typical $740K	$200M	265	19%
RCA Wealth Strategies LLC	Very Low $230K	$61M	262	4%
Sheller Wealth Management, Inc.	Low $380K	$67M	174	25%
Genesis Wealth Management	Very Low $150K	$54M	347	2%
MOKAN Wealth Management	High $1.4M	$250M	173	54%
Perspective Advisors, LLC	Very Low $190K	$32M	172	3%
Cambridge Capital Management, LLC	High $1.3M	$430M	339	33%
Angell Capital Management, LLC	Typical $630K	$110M	169	28%
Greater Than Financial	Low $390K	$64M	163	10%
Balanced Financial Planning, Inc.	Very High $2.3M	$180M	80	73%
Aquilant Advisors	High $880K	$280M	314	26%
Thunderbird Wealth Management, Inc.	Low $390K	$60M	155	19%
McCartney Wealth Management LLC	High $1.4M	$220M	154	42%
Modern Dollar Planning, LLC	High $1M	$160M	153	32%
Legacy Advisory Limited Company	Typical $680K	$100M	149	14%
Bagby Wealth Management	Low $300K	$44M	147	16%
Generations Wealth Design	Low $350K	$51M	147	33%
Sarver Vrooman Wealth Advisors LLC	High $1.5M	$450M	291	42%
Legacy Investment Partners, LLC	Very High $1.8M	$390M	216	33%
Strategic Asset Management, LLC	Very Low $200K	$29M	143	8%
World Class Unlimited, Inc.	Low $370K	$54M	143	9%
Glass Lakes Capital Management LLC	High $1.3M	$180M	140	64%
Pinnacle Wealth Management, LLC	Typical $690K	$95M	139	21%
Zenith Advisory Group, LLC	Low $470K	$65M	139	7%
Lang & Becker, Inc.	High $890K	$120M	138	64%
Bison Financial Group, LLC	Low $350K	$96M	275	15%
Williams & Novak Wealth Management, LLC	High $1.2M	$330M	275	39%
Skrobonja Wealth Management, LLC	Very Low $220K	$46M	204	2%
JJP Capital Management, Inc.	Very High $5.6M	$380M	67	34%
Archway Wealth Management, LLC	Very High $1.7M	$350M	200	45%
Delta Wealth Solutions, LLC	Typical $680K	$91M	133	16%
Index Wealth Advisors, LLC	Low $280K	$36M	129	27%
Ryan Poage & Co.	Typical $600K	$110M	191	13%
Peak Wealth Group LLC	Low $320K	$41M	127	7%
Sphinx Investments LLC	Low $370K	$46M	125	9%
Sterneck Capital Management LLC	High $1.3M	$320M	249	52%
360 Ira	—	—	180	0%
Shearwater Capital	Very High $2.3M	$420M	180	67%
Scherer Financial Advisory Services, LLC	High $890K	$160M	178	33%
Dogwood Wealth Management, LLC	High $1.1M	$260M	233	37%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
B.E.S.T. Wealth Management LLC	Low $440K	$50M	113	12%
Fruitage Financial LLC	High $1.4M	$78M	56	25%
Konza Global Wealth Group	High $1.1M	$130M	112	29%
Eagle Bluffs Wealth Management LLC	Very High $1.7M	$280M	165	46%
Equitta Advisors LLC	Typical $820K	$90M	109	36%
Fiduciary Tactical Strategies, Inc.	Very Low $130K	$13M	107	26%
Trend Management, Inc.	Low $510K	$82M	160	25%
Lashley Wealth Management	High $1.4M	$75M	53	64%
Sonas Financial Group, Inc.	High $1.3M	$140M	105	43%
CJW Capital, LLC	Typical $520K	$80M	153	25%
Cornerstone Select Advisors, LLC	Typical $660K	$130M	204	20%
Pinafore Wealth Counsel Inc.	Very High $1.7M	$170M	100	49%
Sapphire Wealth Planning LLC	Very Low $120K	$12M	100	2%
Tax Favored Retirement	Very Low $280K	$41M	149	6%
Holistic Finance LLC	Very Low $40K	$7.9M	198	1%
Divvi Wealth Management	Typical $650K	$130M	197	21%
Insight Investment Advisers LLC	Low $490K	$72M	145	23%
Rise Retirement, LLC	Low $280K	$27M	96	15%
Signify Wealth LLC	Very High $3.2M	$300M	94	34%
White Sand Wealth Management	High $880K	$170M	188	29%
Collaborative Portfolio Management	Typical $830K	$150M	182	37%
Capital City Wealth Management, Inc.	High $960K	$130M	135	30%
PurposePath Capital, LLC	Low $470K	$63M	135	14%
W. Swartz & Co., LLC	Low $450K	$39M	87	45%
Hynes Advisory Group LLC	Very Low $150K	$13M	86	0%
Integrity Investment Advisors, LLC	Low $370K	$63M	170	6%
Snider Talbot Financial Planning LLC	Low $370K	$63M	170	8%
Conway Financial Group, LLC	Very High $2.1M	$180M	84	62%
Schwantes Financial, LLC	Typical $600K	$50M	84	14%
Clearpath Wealth Management, L.C.	Low $390K	$64M	165	19%
B & B Financial Planning Co., Inc.	Typical $770K	$93M	121	24%
The Wealth Conservatory	High $1.1M	$140M	121	48%
Alspaugh Wealth Management	Typical $710K	$56M	79	16%
Greystone Capital Partners Group LLC	Low $370K	$58M	157	15%
Mission Financial Planning, Inc.	Very Low $0	$0	117	65%
Fern Financial Group, LLC	Typical $680K	$53M	77	23%
FinanciaLife Outfitters LLC	Low $400K	$30M	77	19%
Mike Wolters & Associates, Ltd.	Very Low $260K	$19M	74	1%
Monetary Management Group Inc	Very High $2M	$300M	146	77%
Brady Family Wealth, LLC	Very High $2.9M	$310M	108	61%
Mercury Capital Management, Inc.	Very Low $220K	$16M	72	0%
Mindful Wealth	Low $500K	$36M	71	32%
Bridgewater Advisory Group LLC	Typical $710K	$49M	70	33%
Keith McBride Financial Services Inc.	Low $400K	$28M	70	20%
Tenet Retirement Services LLC	High $910K	$32M	35	40%
Aspen Wealth Management, Inc.	Typical $810K	$83M	102	32%
MacKay Financial Planning, LLC	Very High $2.2M	$150M	68	51%
Toberman Becker Wealth, LLC	Very High $1.7M	$170M	102	64%
DB Advisors	Low $360K	$49M	134	0%
Fiduciary Trust Private Wealth Counsel LLC	Very Low $270K	$18M	67	10%
Oak Road Wealth Management	Low $350K	$35M	100	9%
Shelter Rock Management, LLC	High $1.3M	$170M	133	68%
Trinity Wealth Advisors LLC	Very High $2.1M	$270M	132	61%
Trinity Capital Management, LLC	Typical $840K	$55M	65	58%
Your Wealth Matters LLC	Typical $550K	$71M	129	16%
Truman Wealth Advisors	High $960K	$93M	96	23%
J. Loyd Capital Management, LLC	Typical $650K	$40M	62	19%
Schnell Financial Group, LLC	Typical $700K	$63M	91	33%
4-C Personal Wealth Management Consultants, LLC	Very High $1.7M	$98M	59	56%
B1B Financial Solutions	High $1M	$60M	58	38%
Family Legacy Advisors, LLC	Very Low $0	$0	116	9%
Creative Resources Investment Advisors LLC	Very Low $200K	$17M	85	24%
Rockway Wealth Partners	Very Low $250K	$27M	107	12%
The Private Family Advisors, LLC	Very High $1.6M	$82M	53	70%
Fortify Wealth, Inc.	High $1.5M	$110M	79	41%
Cauble & Harre Wealth Management, Inc.	Very High $2.8M	$300M	104	63%
Profusion Private Wealth	Very High $2.3M	$180M	77	64%
Bristol Financial LLC	Very High $1.6M	$84M	51	35%
Fairway Asset Management, LLC	High $930K	$69M	74	15%
K&H Wealth Partners	High $890K	$63M	71	38%
The Jamison Edward Group	Very Low $180K	$12M	71	0%
Financial Avenues	Very High $1.5M	$150M	94	53%
Forest Park Capital LLC	Typical $690K	$48M	70	14%
EVP Capital Advisors, LLC	Very High $1.6M	$75M	46	57%
Twin Robins Capital	Typical $730K	$33M	45	27%
Freedom Value Partners, LLC	High $1.3M	$55M	43	56%
Dew Wealth Strategies, LLC	Very High $1.9M	$81M	42	88%
Sentinel Wealth Inc	Very High $1.7M	$34M	20	45%
SFC Financial LLC	Very High $2.7M	$210M	77	52%
Next Bloom Wealth	Typical $770K	$28M	37	24%
Vista Finance, LLC	Very High $3.6M	$260M	73	79%
Lci Advisors	High $1.2M	$58M	50	44%
Black Capital Management, LLC	Very High $2.5M	$120M	48	69%
Java Wealth Planning	Typical $660K	$20M	31	26%
BXM Wealth LLC	Very High $3.8M	$230M	61	59%
Gaughan & Connealy Wealth Management, LLC	Very Low $0	$0	30	27%
Retirement Resources Inc.	Low $330K	$10M	30	0%
Servatus Capital	Very High $3M	$88M	29	59%
TAVCO Financial Advisory, Inc	Very Low $200K	$10M	53	11%
Daytona Street Capital	Very High $3.7M	$180M	50	80%
Wall Street Capital Advisors, LLC	Very Low $140K	$3.5M	25	0%
Belmont Private Wealth	Very High $6.6M	$190M	29	100%
Freund & Co Investment Advisors, L.C.	High $1.4M	$26M	19	63%
Three Oaks Partners Investment Counsel LLC	Low $310K	$5.8M	19	16%
The Wealth Collaborative	Very Low $110K	$1.4M	13	0%
Marketocracy Masters Capital Management LLC	Very Low $250K	$4.5M	18	0%
St. Louis Financial Planners Inc.	Low $320K	$5.7M	18	0%
Thousand Wealth Management	High $1.3M	$15M	11	27%
Coffman Wealth Advisors, LLC	Very Low $48K	$480K	10	0%
Midwest Wealth Management Inc	Very Low $23K	$230K	10	0%
Rogers Consulting Associates, Inc.	Very High $2.3M	$23M	10	70%
First American Financial Advisors, Inc.	High $1M	$11M	11	0%
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