AUM per client for Supported firms serving clients in Nevada

Supported firms active in Nevada 140 firms

Very Low $93K-$270K

Low $270K-$460K

Typical $460K-$810K

High $810K-$1.5M

Very High $1.5M-$2.8M

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

Median: $630K

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Firm	AUM/client	AUM	Clients	HNW client %
Chaos Solved, Inc.	—	$0	—	—
Forthright Partnerstm	—	$1.4M	—	—
Full Focus Capital Management	—	$0	—	—
Momentum Capital Management	—	$0	—	—
Nevada Retirement Planners, LLC	—	$0	—	—
SG Financial	—	—	—	—
Solaris Strategic Wealth	—	—	—	—
Endowment Partners LLC	Very High $2.1M	$4.2M	2	100%
Mk Strategic Equities	Low $460K	$3.2M	7	14%
Global Macro Asset Management LLC	Low $300K	$2.7M	9	78%
Nest Egg Financial Advisors	Very High $3.4M	$37M	11	100%
Sunset Retirement Advisors LLC	Very Low $86K	$1.8M	21	0%
HG Wealth Partners LLC	Low $410K	$9.5M	23	0%
Sierra Legacy Group	Very High $6.4M	$150M	24	58%
Uprise Advisers LLC	Very Low $0	$0	32	3%
Cunningham Investment Management, LLC	Low $420K	$11M	26	62%
GT Investment Management, LLC	Very Low $160K	$5.5M	35	100%
Bodhi Tree Capital Management, LLC	Very High $1.7M	$31M	18	100%
Legacy Financial Group	Typical $690K	$20M	29	34%
Bruderman Private wealth	Very High $2.3M	$77M	33	67%
Zulu Dreams Capital LLC	Low $340K	$7.5M	22	0%
RightWise Wealth	Very Low $220K	$7.8M	35	0%
Global Key Advisors	Typical $540K	$26M	47	66%
Vita Planning Group LLC	High $1.4M	$69M	50	48%
Innovation Partners LLC	High $830K	$22M	26	0%
Blackwatch Financial Group, LLC	High $1M	$28M	28	57%
Olson Consulting LLC	Typical $790K	$22M	28	0%
Ratio Capital	Low $320K	$13M	42	0%
Springreef LLC	Very Low $0	$0	29	100%
PARK, MILLER, LLC	Very High $7.7M	$340M	44	52%
RSW Wealth Management	High $1.3M	$40M	31	39%
Lifestyle Planning, LLC	Typical $690K	$43M	57	22%
Nautical Star Financial Group LLC	Typical $620K	$45M	72	32%
M Stevens Wealth Advisors, LLC	Very Low $190K	$7.1M	37	8%
CM Capital Partners	Very Low $260K	$15M	56	46%
Park River Advisors	High $1.2M	$45M	38	39%
Kamichu Wealth Management LLC	Very High $13M	$260M	20	50%
Applied Wealth Management	Typical $560K	$46M	82	9%
QCI Partners LLC	Very High $1.9M	$80M	42	52%
USA Asset Management, LLC	Typical $750K	$32M	42	67%
Elevate Planners	Typical $590K	$26M	44	27%
Seasonal Strategy	High $1.5M	$66M	45	64%
Mok Capital Management	High $860K	$64M	74	32%
3rd Creek Investments	Very High $1.7M	$170M	100	42%
SunStreet Securities, LLC	Very Low $130K	$6.5M	50	22%
The Retirement Solutions Group	Typical $470K	$35M	75	9%
Vannoy Advisory Group, Inc.	Very High $3.2M	$170M	54	89%
Incline Investment Advisors, LLC	High $830K	$92M	110	51%
Schultz Financial Group Incorporated	Very High $1.9M	$210M	110	52%
Essential Partners LLC	Very High $6.4M	$360M	56	100%
Latitude Investment Group	Very Low $73K	$6.3M	87	0%
Open Window Financial Solutions, Ltd.	Very High $2.8M	$250M	91	71%
Experience Your Wealth, LLC	High $1.3M	$84M	65	25%
TEAM Elevated Asset Management	Low $290K	$20M	67	28%
White Aspen Capital LLC	Very Low $230K	$16M	68	12%
Mulholland & Kuperstock Asset Management, LLC	Typical $680K	$48M	70	53%
Abundant Wealth Strategies	High $1.1M	$77M	71	27%
Backbone Planning Partners LLC	Typical $780K	$85M	109	24%
McBroom & Associates, LLC	Very High $2.1M	$230M	110	53%
BSIAS Advisors, LLC	Typical $770K	$57M	74	41%
Coho Advisory Services, LLC	Low $310K	$46M	148	5%
Victory Wealth Services, LLC	Low $290K	$44M	149	5%
Fern Financial Group, LLC	Typical $680K	$53M	77	23%
Melissa Matson LLC	Very Low $130K	$15M	118	0%
Actuarial Direct LLC	Very Low $57K	$4.7M	82	0%
Manhattan Global Asset Management LLC	Very High $4.9M	$210M	42	100%
Gilpin Wealth Management LLC	High $1.3M	$220M	169	47%
Holton & Kosanke Wealth Management, LLC	—	—	127	0%
Finance Wisdom	Typical $460K	$58M	128	2%
Change Wealth Advisors	Typical $770K	$67M	87	21%
Moler Capital Management	Very High $2.1M	$180M	87	51%
Compass Capital Investments LLC	Very Low $100K	$13M	135	12%
Keystone Wealth Advisors, LLC	Low $340K	$30M	90	12%
Gw Financial	High $1.4M	$130M	93	56%
Medicus Wealth Planning, Inc.	High $820K	$160M	194	21%
Capstone Capital Wealth Advisors	Very High $1.8M	$360M	198	46%
AdvoWealth Advisors, LLC	Very Low $130K	$13M	101	5%
ProAthlete Wealth Management LLC	Very High $2M	$400M	203	91%
Grow With Me	Typical $470K	$72M	153	25%
Money Managers, Inc.	Low $450K	$69M	153	13%
UTA LLC	Very High $2.1M	$210M	102	42%
Curtis Wealth Management LLC	High $1.4M	$150M	105	43%
Burr Financial Services, LLC	High $870K	$140M	159	34%
FSG Financial Services, Inc.	Low $320K	$52M	163	8%
EFC Wealth Management Firm LLC	Low $340K	$57M	168	5%
Core Financial	Very High $2M	$230M	115	49%
Poulos Advisors, Inc.	High $1.3M	$150M	115	48%
Righthand Capital, LLC	Very High $1.5M	$180M	118	75%
Oak Asset Management, LLC	Very High $1.7M	$410M	242	51%
Daviman Financial, LLC	High $850K	$160M	190	21%
Cavalot Capital	Typical $500K	$64M	129	15%
Winans Investments	High $1.1M	$280M	264	25%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Private Wealth Solutions, LLC	Very High $1.8M	$500M	275	42%
Legacy Investment Services, LLC	Very Low $160K	$44M	277	0%
Shira Ridge Wealth Management	High $1.3M	$360M	277	45%
Rubey & Rust Capital Management, LLC	Very High $2M	$280M	140	31%
Tres Wealth Management Group, LLC	Low $450K	$64M	141	11%
Octavia Investments LLC	Very High $4M	$280M	71	85%
SilverOak Investments, LLC	Low $450K	$63M	142	10%
Position Wealth	High $1.1M	$240M	215	34%
Gebhardt Group, Inc	High $1.4M	$320M	225	43%
The William Allan Corporation	High $890K	$200M	226	29%
Capital Trust Advisors	Very High $1.7M	$400M	231	48%
Davidson Kahn Capital Management, LLC	Very High $1.7M	$400M	233	72%
Darrow Wealth Group	Very Low $110K	$17M	161	0%
Sierra Management Group	Typical $760K	$120M	162	28%
Measured Financial	Low $270K	$67M	253	32%
Diazo, LLC	Typical $620K	$210M	339	14%
Bowers Wealth Management, Inc.	Very High $1.7M	$290M	170	48%
Sequoia Wealth Management Group	Very High $2.7M	$240M	89	65%
Urban Wealth Management or UWM	Typical $710K	$200M	275	19%
Whalen Financial	Typical $560K	$220M	391	18%
AIO Financial, LLC	High $1M	$200M	197	24%
Alchemy Wealth Management	Low $310K	$62M	198	7%
Blueprint Investments and Tax Planning	Very Low $120K	$24M	205	0%
Integrated Planning & Investments	Typical $490K	$100M	205	22%
Templeton Financial Services Inc.	High $1.4M	$430M	315	100%
FOX & HOLLAND INVESTING LLC	Very Low $250K	$53M	214	5%
Physician Wealth Solutions	Very High $2.8M	$300M	107	72%
Dale Q. Rice Investment Management	High $1.4M	$150M	108	66%
BCD Advisors	Very Low $120K	$52M	448	8%
MFA Wealth Services	High $1.3M	$290M	224	4%
SkyOak Capital, Inc.	High $810K	$190M	236	19%
Torrey-Payne Wealth Management	Typical $780K	$180M	237	24%
Finley Financial, LLC	Very High $2.1M	$260M	124	63%
Embarcadero Capital Advisors, Inc.	Very Low $240K	$60M	250	10%
Vantage Wealth Planning	Typical $630K	$250M	398	25%
Advisifi LLC	Very Low $5.7K	$750K	133	0%
Favor Wealth Advisors, LLC	Typical $670K	$89M	133	24%
Athena Wealth Management, LLC	High $1.2M	$170M	144	42%
von Adelung Wealth Management	Low $280K	$84M	296	4%
Financial Institution Services, LLC	Typical $780K	$260M	332	15%
Read & Powell Financial Services, LLC	Low $290K	$150M	529	11%
Veritas Wealth Advisors	Low $270K	$99M	371	12%
Fiduciary Solutions LLC	Very Low $0	$0	563	14%
Interwest Investment Advisors, Inc	Very Low $150K	$60M	389	1%
Copperline Wealth Management & Planning	Low $290K	$120M	430	28%
Larson Williams Wealth Advisors, LLC	Very Low $260K	$130M	509	25%
Sanchez Gaunt Capital Management, LLC	Low $340K	$290M	830	14%
Golden Years Financial, LLC	Very Low $140K	$40M	279	3%
Money Script Wealth Management, PLLC	Low $310K	$96M	310	10%
Asia Pacific Financial Management Group, Inc.	Very Low $150K	$210M	1,417	3%
Peterson Wealth Management, LLC	Very Low $220K	$250M	1,144	8%
American Retirement Planning Group Inc	Low $270K	$220M	796	7%
Pento Portfolio Strategies, LLC	Low $270K	$240M	874	88%
Redwood Coast Financial Partners	Very Low $150K	$150M	987	0%
Chiron Capital Management, LLC	Very Low $250K	$230M	896	28%

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