AUM per client for Team firms serving clients in Arkansas

Team firms active in Arkansas 78 firms

Very Low $160K-$330K

Low $330K-$620K

Typical $620K-$960K

High $960K-$2.1M

Very High $2.1M-$5M

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

Median: $780K

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Firm	AUM/client	AUM	Clients	HNW client %
Paraklete Financial, Inc.	Very Low $0	$0	69	80%
Regal Advisory Services, Inc.	Low $350K	$95M	269	17%
Cornerstone Advisors LLC	Very High $4.8M	$280M	58	29%
American Elite Advisory	Very Low $270K	$19M	73	0%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Providence Capital	Low $340K	$30M	90	6%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Financial Management, Inc.	Typical $690K	$97M	140	19%
AAN Wealth Advisors LLC	Low $570K	$130M	229	25%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
Naviter Wealth, LLC	Very High $5M	$1.5B	303	77%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Amuni Financial, Inc.	Typical $680K	$190M	283	21%
1 St Discount Brokerage, Inc.	Low $590K	$130M	216	38%
Gibraltar Capital Management, Inc.	Very High $2.2M	$1.1B	505	48%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Lasting Mark Retirement Group LLC	Very Low $330K	$86M	864	1%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Valtrion Capital Management, LLC	High $1.5M	$290M	188	24%
Quantum Financial Advisors, LLC	Very High $3.3M	$1.5B	451	38%
Worth Asset Management	Typical $880K	$290M	329	25%
Black Knight Wealth Management, LLC	High $1.2M	$540M	444	19%
ARIA Wealth Management	Low $460K	$99M	218	13%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Severin Investments LLC	Low $600K	$140M	233	22%
Legacy Capital Wealth Partners, LLC	Very High $2.1M	$1.4B	660	46%
Foundation Resource Management, Inc.	Very High $3.7M	$780M	211	74%
Chicory Wealth	High $1.5M	$830M	539	42%
Castleview Partners, LLC	Low $570K	$340M	592	14%
RetirePath Wealth, LLC	Low $470K	$87M	186	6%
AZA Capital Management	Typical $930K	$310M	331	32%
Meridian Investment Advisors	High $2M	$380M	191	54%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
Doceo Wealth, LLC	Typical $820K	$250M	300	65%
Bass and Bell, Inc.	Very High $2.7M	$890M	329	67%
Transcendent Capital Group	Typical $710K	$360M	506	14%
Aptus Financial, LLC	—	—	634	0%
Optivise Advisory Services LLC	Very Low $230K	$290M	1,227	4%
Ifrah Financial Services, Inc.	Typical $800K	$440M	555	27%
HoganTaylor Wealth	High $1.5M	$580M	379	43%
Uniting Wealth Partners	High $960K	$800M	830	78%
Capital Square, LLC	Low $610K	$430M	704	17%
CMG Wealth Management	High $1.1M	$370M	325	38%
RCM Wealth Advisors	Very Low $260K	$210M	797	19%
William Joseph Capital Management, Inc.	Low $370K	$690M	1,879	9%
Auxan Capital Advisors, LLC	Very Low $150K	$83M	559	3%
Plan Group Financial, INC.	Low $570K	$690M	1,221	12%
The Arkansas Financial Group, Inc.	Very High $2.6M	$960M	367	68%
Greenwood Gearhart, LLC	High $1.8M	$1.9B	1,051	46%
Mustard Seed Wealth Management	Typical $620K	$420M	679	22%
Uptick Partners, LLC	Typical $930K	$1.1B	1,135	33%
Strongtower Wealth Management, Plc	Very Low $330K	$130M	380	15%
Applied Capital LLC	Low $520K	$360M	687	14%
Lathrop Investment Management Company	Very High $2.8M	$630M	229	66%
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Low $380K	$210M	544	13%
Hexagon Capital Partners, LLC	High $1.6M	$620M	392	52%
Cheviot Value Management, LLC	High $1.9M	$1.1B	578	50%
New Wave Wealth Advisors	Typical $770K	$380M	496	22%
Oath Planning, LLC	Low $570K	$280M	502	12%
Andrew Garrett, Inc.	Low $390K	$440M	1,118	45%
Gilliland Jeter Wealth Management, LLC	High $1.8M	$520M	291	19%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Stephens Group Asset Management, LLC	Very High $6.6M	$1.3B	200	56%
TMB Capital Partners, LLC	High $1.4M	$560M	409	15%
Sollinda Capital Management LLC	Very Low $290K	$500M	1,710	9%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
AdamsBrown Wealth Consultants LLC	Low $510K	$930M	1,818	15%
Meriwether Wealth & Planning, LLC	Low $480K	$290M	597	12%
United Advisors America	Very Low $160K	$450M	2,809	2%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
Schorn Wealth	Low $520K	$370M	712	14%
Drawbridge Capital	Very Low $230K	$220M	972	37%
Mach-1 Financial Group, LLC	Low $350K	$540M	1,566	10%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Q3 Asset Management Corporation	Very Low $140K	$390M	2,780	1%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%

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