AUM per client for Team firms serving clients in Alabama

Team firms active in Alabama 110 firms

Very Low $170K-$460K

Low $460K-$610K

Typical $610K-$1.3M

High $1.3M-$1.9M

Very High $1.9M-$3M

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

Median: $830K

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Firm	AUM/client	AUM	Clients	HNW client %
Colomb Investment Management Company, LLC	Very Low $150K	$4.7M	32	0%
WRS Financial Services, L.L.C.	Low $500K	$23M	46	17%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Equity Advisors, LLC	Very Low $330K	$36M	108	0%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Searle & Co.	Very High $5M	$630M	126	94%
Persium Advisors, LLC	Very High $2.5M	$390M	158	49%
Expressive Wealth LLC	Typical $1M	$170M	165	22%
Your Choice Financial LLC	Very Low $310K	$40M	126	12%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
11 Financial	Very Low $250K	$33M	133	10%
Porter White Investment Advisors, Inc.	Very High $5.6M	$510M	90	89%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
CapSouth Wealth Management	High $1.3M	$440M	330	37%
Global Investment Advisory	Very Low $390K	$72M	182	12%
Trust Advisory Group Ltd	Low $560K	$310M	562	12%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Indivisible Partners	Very High $3M	$1.4B	460	58%
Register Financial Advisors, LLC	Typical $1.1M	$470M	433	31%
Oakworth Asset Management, LLC	High $1.3M	$710M	539	31%
Coker & Palmer	Low $520K	$110M	213	19%
JMF Capstone Wealth Management	Very High $1.9M	$410M	214	50%
Saltmarsh Financial Advisors, LLC	High $1.6M	$350M	219	39%
BMSS Wesson Wealth Solutions	Very High $2.7M	$700M	260	71%
Kassouf Wealth Advisors, LLC	High $1.8M	$360M	198	57%
Harmony Asset Management LLC	High $1.4M	$370M	266	50%
Mainsail Asset Management, LLC	Very High $2.6M	$370M	142	64%
ARIA Wealth Management	Low $460K	$99M	218	13%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Wealthview Capital, LLC	High $1.7M	$320M	191	41%
Navigate Wealth Management, LLC	High $1.5M	$410M	271	48%
Alterna Wealth Management, Inc.	Typical $860K	$990M	1,151	55%
Smith Thornton Advisors, LLC	Typical $1.2M	$380M	327	28%
Greenwood Capital Associates, LLC	High $1.5M	$1B	660	12%
Foundation Resource Management, Inc.	Very High $3.7M	$780M	211	74%
Invicta Financial Group	Typical $780K	$370M	477	38%
BSG Advisers	Low $500K	$130M	264	24%
Horizons Sustainable Financial Services, Inc.	Low $490K	$150M	310	33%
The Wealth Boutique	Very Low $380K	$120M	317	9%
Brown Financial Advisory	High $1.6M	$450M	275	56%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
WealthTrust Asset Management, LLC	Typical $850K	$210M	243	25%
Cross State Financial Group LLC	Very Low $440K	$170M	395	13%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
BCR Wealth Strategies	High $1.4M	$500M	354	36%
United Wealth Management, LLC	High $1.6M	$410M	257	58%
Cahaba Wealth Management, Inc.	Very High $2.2M	$2B	888	49%
Element Wealth, LLC	Typical $820K	$530M	652	19%
AMB Wealth, LLC	Typical $1M	$870M	878	20%
Mission Creek Capital Partners, Inc.	High $1.4M	$700M	499	65%
CAP Partners, LLC	Typical $640K	$250M	399	15%
Marble Wealth, LLC	Very High $2.3M	$650M	286	44%
Axient Investment Advisors LLc	Low $580K	$440M	749	36%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
American Wealth Management, Inc.	Low $560K	$310M	550	30%
Pgi Wealth Management	High $1.8M	$890M	497	39%
Southern Capital Services Inc	Low $480K	$180M	373	11%
Capital Square, LLC	Typical $610K	$430M	704	17%
Insight Folios	Very Low $270K	$330M	1,228	6%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Turner Financial Group, Inc.	Very Low $400K	$220M	547	10%
Uptick Partners, LLC	Typical $930K	$1.1B	1,135	33%
Infinity Tax & Financial Planning	Very Low $220K	$83M	382	7%
Fairvoy Private Wealth, LLC	High $1.3M	$600M	463	40%
TrueWealth Advisors, LLC	Low $500K	$540M	1,090	27%
Diversified, LLC	High $1.3M	$2.7B	1,982	42%
Invista Advisors	Very Low $420K	$270M	640	35%
Paradigm Investment Advisory, LLC	Typical $610K	$390M	644	87%
Park Square Financial Group LLC	Low $520K	$210M	404	11%
Invest Capital Partners	Very Low $390K	$250M	647	14%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
George M. Hiller Companies, LLC	Very Low $430K	$180M	423	39%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Park Place Capital Corporation	Typical $730K	$440M	607	6%
Hibernia Wealth Partners, LLC	Low $560K	$350M	623	37%
Jackson Thornton Wealth Management, LLC	Very High $2M	$1.8B	943	38%
Mag Cap	Typical $650K	$930M	1,437	16%
Mayfair Advisory Group, LLC	Very High $2M	$760M	389	40%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Simplified Wealth Management	Very Low $310K	$220M	707	13%
Mitchell, Mcleod, Pugh & Williams, Inc.	Very High $1.9M	$1.7B	935	42%
Money Management Services Inc	Typical $850K	$440M	521	29%
Montz Harcus Wealth Management	Typical $1.2M	$790M	667	33%
Meld Financial, Inc.	Typical $660K	$740M	1,114	26%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
OneAscent Wealth Management	Low $500K	$460M	916	14%
EPG Wealth Management LLC	Low $460K	$530M	1,156	49%
Star Capital Inc.	Very Low $200K	$140M	697	5%
Discipline Wealth Solutions, Inc.	Very Low $370K	$710M	1,919	13%
Beacon Capital Management, LLC	Typical $610K	$1.3B	2,064	15%
United Advisors America	Very Low $160K	$450M	2,809	2%
Sunburst Financial Group, LLC	Typical $830K	$720M	865	30%
RWM Capital, LLC	Very Low $150K	$220M	1,437	13%
SWAN Capital	Low $480K	$320M	667	11%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
Cloud Investments, LLC	Very Low $410K	$400M	980	8%
Scarborough Capital Management	Typical $620K	$1.6B	2,664	27%
Ignite Planners LLC	Very Low $240K	$1.1B	4,605	10%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Chatterton & Associates	Typical $860K	$1.3B	1,542	26%
Lee Danner & Bass Inc	High $1.8M	$1.7B	959	100%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
BHK Investment Advisors	High $1.6M	$480M	304	60%
Giverny Capital Asset Management	High $1.7M	$580M	337	66%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Southern Financial Group, LLC	Typical $920K	$1B	1,140	31%
RPG Investment Advisory, LLC	Typical $1.1M	$1B	953	100%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%

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