AUM per client for Supported firms serving clients in Montana

Supported firms active in Montana 46 firms

Very Low $150K-$320K

Low $320K-$500K

Typical $500K-$680K

High $680K-$1.5M

Very High $1.5M-$2M

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

Median: $650K

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Firm	AUM/client	AUM	Clients	HNW client %
BDL Wealth Management PLLC	Very Low $310K	$5.6M	18	6%
Stafford Financial, LLC	High $690K	$15M	21	33%
Bergen Park Capital Management, LLC	Very High $3.9M	$43M	11	100%
Opulence Planning	Low $470K	$10M	22	23%
RNS Wealth Management, LLC	Very Low $110K	$4M	37	0%
Evergreen Financial Group	Typical $670K	$28M	41	22%
Mountain Wealth Management, LLC	Very High $1.5M	$43M	28	57%
Sankala Group LLC	High $1.3M	$140M	107	46%
Lussenheide Capital Management, Inc	High $740K	$44M	60	0%
Reppond Investments, Inc.	Low $490K	$44M	90	18%
Donalies Financial Planning, LLC	High $1.5M	$200M	135	85%
Peltoma Capital Partners	Very High $2.3M	$170M	73	66%
CoCreate Financial	Low $340K	$38M	112	25%
Cladis Investment Advisory LLC	High $1.3M	$150M	114	40%
Greystone Capital Partners Group LLC	Low $370K	$58M	157	15%
Pine Haven Investment Counsel, Inc.	Very High $2.2M	$180M	84	49%
Monteith Wealth	High $820K	$74M	90	31%
Orser Capital Management LLC	Very High $2M	$290M	141	45%
Mersereau, Lazenby & Rockas, L.L.C.	Low $480K	$68M	143	55%
KilterHowling LLC	High $1.4M	$280M	203	45%
Red SEVEN	Low $360K	$88M	244	7%
Hendrickson Financial Services, LLC	Low $480K	$72M	148	0%
Northfork Advisors	Typical $670K	$100M	152	15%
Portfolio Logix, LLC	Very Low $250K	$39M	156	26%
Twenty Twenty Investment Advisors, LLC	Low $370K	$110M	312	7%
Main Line Retirement Advisors, LLC	Very High $1.6M	$250M	158	38%
Professional Financial Management, Inc.	Very High $1.8M	$300M	163	51%
Blackmore Financial Solutions	Very Low $150K	$26M	171	0%
56 Capital Partners, Ltd	Very Low $320K	$82M	260	14%
Cypress Capital Management, LLC	Typical $590K	$110M	185	21%
Prospettiva Financial	Low $380K	$110M	294	85%
Alchemy Wealth Management	Very Low $310K	$62M	198	7%
Big Sky Wealth Advisors, LLC	Typical $650K	$130M	201	10%
Red Mountain Financial Partners	High $690K	$210M	306	21%
Five Pine Wealth	Typical $540K	$190M	345	14%
Willow Creek Capital Management, Inc.	Typical $650K	$260M	397	25%
3 Peaks Financial	Very Low $190K	$52M	280	5%
Jeffery C. Welch and Associates, Inc.	Very Low $97K	$28M	287	3%
S.G. Long & Company	Very Low $220K	$35M	159	3%
Burrus	High $750K	$240M	322	25%
Evergreen Wealth Partners LLC	Typical $560K	$400M	708	17%
Morgan Financial Incorporated	Low $330K	$61M	186	9%
Interwest Investment Advisors, Inc	Very Low $150K	$60M	389	1%
Intermountain Wealth Management, Inc.	Very Low $170K	$77M	446	4%
Piedmont Capital Management, LLC	Typical $500K	$230M	464	13%

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