AUM per client for Supported firms serving clients in Oklahoma

Supported firms active in Oklahoma 89 firms

Very Low $150K-$300K

Low $300K-$490K

Typical $490K-$670K

High $670K-$940K

Very High $940K-$2M

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

Median: $550K

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Firm	AUM/client	AUM	Clients	HNW client %
Yeisley Wealth Solutions, Inc.	Very Low $170K	$74M	425	1%
Hughes Warren, Inc.	Very Low $270K	$220M	808	6%
McGuire Capital Advisors, Inc.	Very Low $150K	$200M	1,372	2%
Guardian Financial, Inc.	Low $310K	$77M	248	4%
Adaptation Financial Advisors Inc.	Low $340K	$230M	690	8%
A-Team Financial Investments	Very Low $92K	$39M	422	5%
Compass Coaching and Consulting, LLC	—	—	201	0%
Windle Wealth	Typical $550K	$220M	388	18%
FMI	Low $340K	$240M	690	12%
Burrus	High $750K	$240M	322	25%
Redstone Wealth Management, LLC	Low $320K	$190M	590	7%
Gibco Capital Advisors	Very Low $290K	$83M	285	21%
Summit Wealth Group, LLC	Typical $650K	$180M	282	20%
G. Dewayne Mcanally	Low $410K	$160M	399	15%
Main Street Investment Management	Very Low $240K	$63M	260	15%
Bertrand Investment Strategies, L.L.C.	—	—	250	0%
Soard Financial Management, LLC	Very Low $290K	$73M	249	5%
Triton Financial Group, Inc	High $740K	$180M	246	20%
Leap Wealth Management	High $840K	$310M	363	35%
Mitchell & Pahl Private Wealth	Very High $2M	$440M	225	40%
MFA Wealth Services	Very High $1.3M	$290M	224	4%
Coachwise Financial Solutions, Inc.	Very Low $250K	$55M	217	12%
LIG Capital Management, LLC	Typical $520K	$210M	406	16%
Meliora Capital	Very High $1.7M	$170M	101	38%
Styre Wealth	Very High $1.1M	$200M	194	35%
Olistico Wealth, LLC	High $670K	$260M	386	53%
Perissos Private Wealth Management	High $750K	$140M	190	20%
Applewhite & Buys Financial Advisors	High $830K	$150M	185	30%
Perspective Advisors, LLC	Very Low $190K	$32M	172	3%
Elevation Wealth Partners, LLC	Low $310K	$53M	171	0%
Core Partners	Very Low $180K	$45M	254	4%
Revo Financial, LLC	High $820K	$140M	166	20%
Access Financial Group, LLC	Very Low $240K	$39M	163	4%
Liberty Asset Management, Inc.	High $710K	$170M	243	16%
F.I.G. Financial Advisory Services, Inc.	High $670K	$160M	242	23%
Lafargue Financial Group, Inc.	Very Low $67K	$11M	159	0%
Compass Capital Management, LLC	Typical $490K	$110M	231	17%
Beacon Light Wealth Management	Very Low $260K	$39M	151	7%
First Investment Corporation	Low $300K	$67M	221	13%
Buwick Group Wealth Management, LLC	Very Low $170K	$25M	146	0%
Bison Capital Advisors, LLC	Very High $1.7M	$240M	145	100%
Personal Money Planning, LLC	Typical $580K	$130M	217	13%
Stronghold Wealth Management L.L.C.	Very High $1.2M	$170M	143	31%
SilverOak Investments, LLC	Low $450K	$63M	142	10%
Investment Strategies, LLC	Very Low $49K	$6.7M	137	5%
L & M Wealth Management and Retirement Solutions, LLC	Typical $490K	$67M	136	15%
Longbow Asset Management	Very High $1M	$130M	132	20%
SageOak Financial, LLC	Typical $650K	$170M	263	19%
Archambo Financial Advisors, Inc.	High $830K	$160M	197	25%
D.M. Wealth Management, Inc.	Very Low $240K	$47M	195	0%
Jarrod Adams Investing, LLC	Typical $650K	$84M	129	13%
Stagner Financial Advisory	Low $330K	$60M	183	16%
Robert Stephen Capital Management LLC	Very High $1.1M	$200M	175	14%
Womack Investment Advisers, Inc	Typical $520K	$89M	171	16%
Perennial Wealth Advisors, LLC	Low $470K	$80M	169	12%
Wealth Management Solutions	Typical $630K	$110M	168	24%
ChappelWood Financial Services	High $680K	$110M	166	11%
R.J. Cloud Advisors & Company	Very High $1.1M	$170M	159	31%
Wilshire-Pennington Group, Inc.	Typical $510K	$53M	103	82%
Everwealth	High $800K	$82M	102	39%
Asset Management Advisors, LLC	Very High $2.2M	$220M	99	40%
Epic Wealth Management, LLC	High $800K	$120M	148	26%
Sterling Investment Management, LLC	Very High $2.5M	$350M	139	53%
NetAdvizor Wealth LLC	Very Low $240K	$31M	133	4%
DBA Upal or United Professionals Assoc. Ltd.	Very High $950K	$79M	84	30%
Odingard Capital Management	High $670K	$29M	43	56%
Bane O'Leary LLC	Typical $510K	$85M	166	14%
Wealth Oklahoma	Very High $1.6M	$270M	166	17%
Greystone Capital Partners Group LLC	Low $370K	$58M	157	15%
Paradigm Money Management, LLC	—	—	150	0%
American Family Legacy Group	Low $400K	$45M	112	29%
Cathedral Square Capital	Very High $1.9M	$68M	37	46%
PeaceLink Financial Planning	Low $360K	$26M	71	0%
Laguna Capital Management, Inc.	High $830K	$86M	104	26%
Core Wealth Management, LLC	Low $300K	$31M	103	19%
O'Brien Capital Advisors, LLC	Low $300K	$20M	68	9%
L&S Private Wealth, LLC	High $750K	$75M	101	27%
CCR Investment Advisers, LLC	Typical $590K	$48M	82	32%
Fairway Asset Management, LLC	High $930K	$69M	74	15%
Abacus Capital Advisors	Very High $2.5M	$120M	48	52%
Merit Advisors, Inc.	Low $350K	$33M	96	7%
JM2 Capital Inc.	Very High $2.8M	$200M	70	59%
Washington Square Capital Management LLC	Very High $2M	$90M	46	43%
West Oak Wealth	Typical $500K	$23M	46	15%
Regent Wealth Management, Inc.	High $910K	$76M	83	29%
Margo Park Financial	Typical $550K	$33M	61	15%
Chartmark Investments, Inc.	Very High $1M	$76M	76	21%
Wingate Capital Advisors LLC	Very Low $69K	$2.4M	35	0%
Lci Advisors	Very High $1.2M	$58M	50	44%
Coronado Investment Advisors, LLC	Typical $490K	$15M	31	26%
Intrepid Financial Services, LLC	—	—	25	0%
10Elms LLP	Very High $2.8M	$100M	37	51%
Ellevate Advisors	—	—	12	0%
Tines Capital, LLC	Very Low $170K	$5M	30	90%
KQ Wealth Management LLC	—	—	—	—
Stephen L. Smith Corporation	—	$0	—	—

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