AUM per client for Supported firms serving clients in Texas

Supported firms active in Texas 3,537 firms

Very Low $160K-$410K

Low $410K-$690K

Typical $690K-$1.1M

High $1.1M-$1.7M

Very High $1.7M-$3.4M

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

Median: $850K

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Firm	AUM/client	AUM	Clients	HNW client %
Williams Financial Group	Low $590K	$340M	585	28%
Its Asset Management, L.P.	Low $420K	$250M	586	3%
6th Street Advisors, LLC	Typical $870K	$260M	295	56%
Hinchley Advisory Group, LLC	Low $650K	$190M	296	22%
Jfr Financial Services, Inc.	Low $460K	$280M	597	19%
Fisher & Wiens Wealth Management, LLC	Typical $830K	$250M	300	51%
Simplifi, Inc.	Typical $920K	$280M	301	26%
Gallagher Capital Advisors, LLC	Typical $740K	$220M	302	13%
Tower Wealth Partners	Low $480K	$440M	920	16%
True Wave Wealth Planners	Low $440K	$400M	922	29%
Spreng Capital Management, Inc.	Very Low $320K	$290M	927	7%
Money Script Wealth Management, PLLC	Very Low $310K	$96M	310	10%
Wiregrass Asset Management	Very Low $300K	$95M	313	34%
Elevation Capital Advisory	Very Low $400K	$250M	631	10%
FFP Wealth Management, LLC	Typical $950K	$300M	316	31%
Encompass Wealth Advisors, LLC	Very Low $360K	$460M	1,272	47%
Equanimity Financial Partners	Very Low $240K	$150M	636	6%
Peakstone Financial Advisors	Typical $800K	$260M	319	36%
Security First Financial	Low $470K	$300M	639	10%
Blueprint Wealth Management Inc.	Low $590K	$190M	320	69%
Koinonia Financial	Very Low $290K	$94M	321	21%
McAlvany Wealth Management, LLC	Very Low $330K	$220M	650	0%
Lonestar Registered Investment Advisors, PLLC	Very Low $250K	$270M	991	4%
RPC Private Wealth, LLC	Typical $840K	$270M	326	22%
True Financial Group	Low $610K	$410M	667	22%
Financial Management Associates, LLC	Very Low $390K	$130M	343	41%
Floyd Financial Group LLC	Very Low $240K	$160M	686	2%
McGuire Capital Advisors, Inc.	Very Low $150K	$200M	1,372	2%
McKinney Capital Management	Very Low $360K	$240M	688	0%
GreenPortfolio Inc.	Very Low $0	$0	346	6%
Gunderson Capital Management	Low $570K	$390M	694	15%
Asia Pacific Financial Management Group, Inc.	Very Low $150K	$210M	1,417	3%
Costello Asset Management, Inc.	Typical $970K	$350M	356	23%
Cobler Capital Management, LLC	Very Low $250K	$180M	714	3%
Steve Lynch Wealth Management	Very Low $210K	$150M	727	7%
A Sling & A Stone, Incorporated	Very Low $220K	$79M	364	5%
Great Lakes Investment Advisors Inc.	—	—	367	0%
Livelsberger Financial Advisory	Low $450K	$170M	371	2%
Heritage Asset Management, LLC	Very Low $210K	$150M	746	7%
Investments & Financial Planning, LLC	Low $420K	$320M	750	7%
Sapphire Blue Investment Partners	Low $500K	$190M	376	18%
First Mason Financial, LLC	Low $480K	$180M	382	17%
American Retirement Planning Group Inc	Very Low $270K	$220M	796	7%
Hughes Warren, Inc.	Very Low $270K	$220M	808	6%
Orca Wealth Management, LLC	Low $420K	$170M	406	54%
Yeisley Wealth Solutions, Inc.	Very Low $170K	$74M	425	1%
Polaris Financial, LLC	Very Low $81K	$69M	852	0%
Ring Mountain Capital, LLC	Low $520K	$220M	426	12%
MFP Financial Services, LLC	Very Low $280K	$360M	1,284	13%
Toomey Investment Management, Inc	Very Low $240K	$310M	1,291	6%
Wealth Solutions, Inc.	Very Low $120K	$54M	431	0%
Pento Portfolio Strategies, LLC	Very Low $270K	$240M	874	88%
Elite Financial, Inc.	Low $620K	$270M	439	17%
Private Wealth Advisors	Low $490K	$440M	890	10%
Brighton Wealth Management, Inc.	Very Low $290K	$130M	446	75%
Unifimoney RIA	Very Low $680	$310K	460	0%
Lange Financial Group, LLC	—	—	462	0%
Renaud & Company, LLC	Very Low $220K	$210M	953	4%
Redwood Coast Financial Partners	Very Low $150K	$150M	987	0%
Oliveira Wealth	Very Low $270K	$270M	988	15%
Hardin Capital Partners, LLC	Typical $860K	$430M	504	19%
Kramer Investment Services, LLC	Very Low $120K	$63M	507	0%
Superior Planning Wealth Management & Family Office	Low $680K	$340M	509	15%
Catalyst Financial NW Corporation	Very Low $200K	$210M	1,054	15%
Pacifica Partners Capital Management	Low $430K	$240M	544	26%
Wealth Management Corporation	Very Low $150K	$240M	1,641	2%
Bradford Financial Services Corp	Low $460K	$250M	549	0%
Jackson Financial Services, LLC	Typical $900K	$500M	551	32%
Meixler Investment Management, Ltd.	Very Low $400K	$220M	561	7%
Diversified Resources, LLC	Low $410K	$260M	640	20%
Four Seasons Investment Advisors, Inc.	Very Low $160K	$100M	655	4%
Tucker Financial Group	Very Low $130K	$320M	2,429	3%
Preston Investments	Very Low $78K	$200M	2,526	1%
Sierra Asset Management	Low $470K	$400M	849	13%
Plan Confidence Corporation	—	—	859	0%
Chiron Capital Management, LLC	Very Low $250K	$230M	896	28%
Silo Financial LLC	—	—	1,861	0%

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