AUM per client for Team firms serving clients in Alaska

Team firms active in Alaska 32 firms

Very Low $230K-$320K

Low $320K-$680K

Typical $680K-$940K

High $940K-$1.7M

Very High $1.7M-$1.9M

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

Median: $870K

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Firm	AUM/client	AUM	Clients	HNW client %
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Lighthouse Wealth Strategies, LLC	High $980K	$840M	866	25%
Richards Merrill Wealth Management	Low $430K	$550M	1,270	14%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
The Planning Center, Inc.	High $1.5M	$1.3B	895	36%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
LifeTyme Financial Advisors, LLC	—	—	502	0%
Decker Retirement Planning Inc.	Low $470K	$360M	767	7%
First Pacific Financial, Inc.	High $1.4M	$1.8B	1,291	44%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
Bright Road Wealth Management, LLC	Typical $680K	$420M	614	17%
Cypress Wealth Services, LLC	High $1.5M	$1.3B	825	43%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
BCM Advisors, LLC	High $1.4M	$570M	396	42%
Elliott Cove Capital Management	Very Low $250K	$150M	584	5%
Mainsail Financial Group	High $940K	$400M	424	31%
Total Wealth Planning and Management, Inc.	Low $580K	$240M	412	16%
McDonald Partners LLC	Typical $860K	$980M	1,131	26%
Alaska Wealth Advisors	Very High $1.7M	$1.1B	660	50%
Blue Anchor Wealth Advisors, LLC	Low $450K	$130M	296	13%
Greenup Wealth	Typical $920K	$890M	973	30%
Cutler Investment Group	High $1M	$980M	949	39%
Avier Wealth Advisors	Very High $2M	$1.2B	583	48%
Tribeca Financial, LLC	Typical $830K	$180M	219	27%
Savvi Financial LLC	Low $330K	$45M	135	9%
Forefront	Low $420K	$240M	572	18%
PracticeCFO Investments	Typical $800K	$170M	211	60%
Colorado Financial Service Corporation	Low $450K	$84M	188	100%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Paraklete Financial, Inc.	Very Low $0	$0	69	80%

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