AUM per client for Supported firms serving clients in Nebraska

Supported firms active in Nebraska 79 firms

Very Low $160K-$350K

Low $350K-$610K

Typical $610K-$950K

High $950K-$1.2M

Very High $1.2M-$2.4M

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

Median: $850K

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Firm	AUM/client	AUM	Clients	HNW client %
Cobler Capital Management, LLC	Very Low $250K	$180M	714	3%
Old Forge Wealth Management, LLC	Low $400K	$98M	244	10%
Des Moines Investments, LLC	Low $350K	$250M	700	11%
BG Wealth Advisory, LLC	—	—	462	0%
Gabe Nelson Financial, Inc.	Low $450K	$91M	202	20%
Carlson Wealth, LLC	Very Low $150K	$30M	191	8%
Morey & Quinn Wealth Partners	Typical $680K	$370M	548	7%
Paradigm Wealth Management	Very Low $310K	$110M	346	8%
First Nebraska Financial Services	Typical $940K	$430M	463	18%
Capstone Pacific Investment Strategies	Very Low $150K	$47M	302	7%
von Adelung Wealth Management	Very Low $280K	$84M	296	4%
Vivid Wealth Management, LLC	Typical $670K	$290M	434	21%
R2 Wealth Management Partners	Low $550K	$240M	430	7%
The Premier Advisory Group, LLC	—	—	570	0%
John-Luke Financial, LLC	Very Low $320K	$90M	280	16%
Modern Asset Management LLC	Very Low $110K	$30M	272	0%
Garnett Investment Strategies	Low $350K	$91M	262	16%
Professional Retirement Strategies LLC	Very Low $220K	$52M	238	3%
Schulz Financial Group	Very Low $330K	$110M	353	6%
Lighthouse Financial Services Inc	High $1M	$460M	458	35%
Blue Capital	Low $450K	$200M	443	12%
ETF Portfolio Partners, Inc.	High $980K	$420M	429	25%
True Measure Wealth Management	Very High $2.3M	$240M	105	70%
Financial Design Group, LLC	Low $550K	$110M	203	14%
Hoffmann Hermanson	Typical $920K	$180M	199	35%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Lexus Wealth Management	Very Low $150K	$42M	279	3%
Sonmore Financial LLC	High $950K	$87M	91	27%
Hiley Hunt Wealth Management, Inc.	High $1.1M	$290M	265	41%
RCA Wealth Strategies LLC	Very Low $230K	$61M	262	4%
Box Financial Advisors, LLC	Low $390K	$91M	232	47%
Fyvie Financial LLC	Very Low $210K	$16M	77	0%
Panoramic Financial	Typical $650K	$93M	143	22%
Strategic Asset Management, LLC	Very Low $200K	$29M	143	8%
CWS Wealth Partners	Low $470K	$62M	133	20%
The Planning Group	High $1.1M	$280M	252	24%
Sterneck Capital Management LLC	Very High $1.3M	$320M	249	52%
Pflug Koory, LLC	Very High $2.5M	$310M	122	48%
Capital Consulting & Asset Management	High $1.2M	$220M	180	47%
Elevation Wealth Management	Very High $1.4M	$260M	179	52%
Purewater Capital, LLC	Typical $640K	$150M	232	27%
Advisor.Investments	High $1.2M	$200M	168	47%
Green Peaks Planning	Low $420K	$46M	109	8%
Bazis Private Wealth, LLC	High $1.1M	$230M	210	40%
Cherry Creek Financial Advisors, Inc.	Very Low $210K	$22M	103	12%
Watercolor Financial	Very High $1.5M	$230M	152	54%
Pebble Valley Wealth Management	Very High $1.3M	$130M	97	42%
Kenora Financial, LLC	High $1.2M	$230M	190	37%
Virtue Wealth Counsel, LLC	Very Low $200K	$28M	141	4%
Revolution Capital, LLC	High $1.2M	$230M	184	51%
Nabity-Jensen Investment Management, Inc.	Very High $2.9M	$260M	87	48%
Chesapeake Asset Management LLC	Very High $2.3M	$300M	130	50%
Mission Financial Planning, Inc.	Very Low $0	$0	117	65%
Lakewood Asset Management, LLC	Very High $1.6M	$250M	155	45%
NRG Wealth Management	Very High $1.6M	$240M	155	46%
Sanders Retirement Planning LLC	Typical $850K	$62M	73	34%
Synergy Capital	High $1.1M	$76M	72	56%
Sterling Financial Advisors, LLC	Typical $880K	$130M	143	36%
Guide Rock Capital Management, Inc.	Low $570K	$40M	71	30%
CayDen Wealth Management	Very Low $210K	$22M	104	9%
Laguna Capital Management, Inc.	Typical $830K	$86M	104	26%
Dessonville Financial Group Incorporated	High $1.2M	$84M	68	44%
DB Advisors	Low $360K	$49M	134	0%
Lawson Kroeker Investment Management Inc	Very High $2.4M	$330M	134	68%
Footprints Asset Management & Research, Inc.	Low $420K	$42M	100	11%
Round Table Investment Strategies, LLC	Typical $910K	$88M	97	36%
Alta Strada Wealth Management	High $980K	$53M	54	41%
Jersey Shore Portfolio Management, LLC	Low $420K	$23M	53	23%
SIPHERD Wealth Management, LLC	Very Low $0	$0	25	48%
Ellerbrock-Norris Wealth Strategies LLC	Very High $2.1M	$160M	74	53%
Fairway Asset Management, LLC	Typical $930K	$69M	74	15%
Financial Avenues	Very High $1.5M	$150M	94	53%
K2 Wealth Management LLC	Very High $1.7M	$120M	70	100%
Clark Wealth Strategies, Inc	Typical $610K	$52M	85	18%
Arnold Weitz & Co	Very High $13M	$440M	34	35%
Oberlin Wealth Partners, LLC	Very High $1.2M	$21M	17	76%
Vogel Wealth Management, LLC	Very Low $160K	$4.3M	27	22%
402 Financial	Low $450K	$11M	24	0%
Red Night Capital LLC	High $1M	$33M	32	28%
Vesteer Wealth Management, LLC	Typical $770K	$22M	29	48%
Adaptive Advice, LLC	Low $460K	$8.3M	18	28%
True Wealth Nation	—	—	7	0%

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