AUM per client for Team firms serving clients in Idaho

Team firms active in Idaho 110 firms

Very Low $200K-$330K

Low $330K-$570K

Typical $570K-$1M

High $1M-$2M

Very High $2M-$3M

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

Median: $840K

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Firm	AUM/client	AUM	Clients	HNW client %
Colmina, LLC	Very High $2.1M	$85M	40	45%
Saltbox Financial LLC	Very High $2M	$90M	46	57%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Pacific Point Advisors, LLC	Very High $3.6M	$300M	84	90%
Vision Investment Advisors, LLC	High $1.1M	$130M	127	43%
Ministry Partners Securities, LLC	Very Low $100K	$15M	123	34%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
API Financial Advisors, LLC	Low $370K	$85M	227	4%
Capital Ideas	Very High $2.7M	$260M	96	52%
Keener Financial Planning	Very High $2.4M	$460M	193	75%
LRI Investments	Very High $4M	$1.9B	477	45%
Forefront	Low $420K	$240M	572	18%
Gannett Wealth Advisors	Typical $660K	$89M	135	93%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Beacon Financial Planning, LLC	Low $490K	$62M	126	14%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
Lasting Mark Retirement Group LLC	Very Low $330K	$86M	864	1%
Perspective Wealth Partners, LLC	Very High $3.1M	$840M	273	67%
Wealth Foundations Partners, LLC	Very Low $300K	$94M	311	8%
Integris Wealth Management, LLC	Very High $2.3M	$800M	344	67%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Libra Wealth LLC	Very High $4.5M	$640M	143	89%
Albion Financial Group	Very High $2.7M	$1.9B	722	37%
Montis Financial, LLC	Very High $2.2M	$1.3B	580	52%
Ims Capital Management	Typical $820K	$220M	264	23%
Onyx Financial Advisors, LLC	High $1.9M	$500M	265	58%
Everspire	Very Low $310K	$250M	803	6%
Severin Investments LLC	Typical $600K	$140M	233	22%
BCN Financial, Inc.	—	—	322	0%
Strait & Sound	High $1.4M	$330M	243	12%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Delta Investment Management, LLC	Typical $780K	$850M	1,099	15%
Aspen Capital Management, LLC	Very High $2.7M	$1.2B	443	64%
Hohimer Wealth Management, LLC	Very High $2.1M	$1.1B	535	33%
Promontory Financial Planning, LLC	Low $560K	$320M	565	12%
Alliance Advisory & Securities, LLC	High $1M	$680M	663	34%
SGL Investment Advisors, Inc.	Low $480K	$340M	712	14%
Elevated Capital Advisors, LLC	Low $490K	$500M	1,006	13%
Fiduciary Financial Group, LLC	Very High $2.6M	$1B	392	60%
Soulence Wealth Management	Very Low $240K	$95M	393	5%
Summit Wealth and Retirement Partners	Very High $2.8M	$970M	346	56%
CAVU Wealth Management	Typical $570K	$200M	347	17%
Sound Financial, LLC	Typical $850K	$210M	248	27%
Doceo Wealth, LLC	Typical $820K	$250M	300	65%
Go Wealth Management	Very Low $270K	$120M	457	9%
American Capital Advisory, LLC	Typical $830K	$300M	367	21%
Berkeley, Inc	Very High $2.6M	$560M	217	68%
Cimarron Wealth Management, Inc.	Low $550K	$300M	552	13%
Guide Advisors, Inc.	—	—	279	0%
The H Group, Inc.	Typical $710K	$520M	735	20%
The Norden Group LLC	High $1.4M	$1.7B	1,271	23%
Investor FAN	Typical $900K	$790M	874	27%
RW Investment Management LLC	Very High $2M	$1.5B	758	55%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Desert Rose Capital Management, Inc.	Very Low $170K	$120M	723	5%
Statheros Financial Solutions, Inc.	Typical $1M	$550M	555	29%
Comprehensive Wealth Management	Typical $880K	$330M	378	29%
Prosperitas Financial, LLC	Low $400K	$700M	1,745	9%
Br Wealth Management	Typical $970K	$320M	328	28%
Financial Management Network Inc	High $1.1M	$1.5B	1,379	33%
Caldwell Sutter Capital, Inc.	High $1.1M	$580M	528	28%
Fiduciary Financial Planning Network	Low $530K	$180M	333	12%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Decker Retirement Planning Inc.	Low $470K	$360M	767	7%
Andina Advisors	High $1.5M	$970M	632	35%
Northern Capital Management, Inc.	Typical $720K	$520M	719	20%
Mountain Pacific Investment Advisers, LLC	Very High $2.9M	$830M	290	65%
Elevage Partners, LLC	Low $420K	$150M	365	6%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
Helmstar Wealth Management	High $1.5M	$760M	523	43%
Core Wealth Partners LLC	High $1M	$390M	380	22%
Pinkerton Wealth Partners	High $1.1M	$1.3B	1,233	31%
Motiv8 Investments LLC	Very Low $300K	$220M	720	6%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Fortitude Financial LLC	Typical $690K	$280M	408	17%
TrueNorth Wealth	High $1.3M	$1.1B	843	31%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Epsilon Financial Group, Inc.	High $1.4M	$600M	428	38%
SPG Advisors LLC	Typical $770K	$540M	692	23%
Van Hulzen Financial Advisors	High $1.2M	$1.7B	1,389	27%
Tencap Wealth Coaching	Low $370K	$270M	736	7%
Kingdom Financial Group, LLC	Very Low $290K	$510M	1,785	4%
WT Wealth Management, LLC	Low $360K	$410M	1,133	9%
Preferred Retirement Options, Inc	—	—	480	0%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
M2 Financial LLC	Very Low $160K	$82M	514	1%
Teton Wealth Group LLC	Very Low $240K	$200M	828	0%
Galvin, Gaustad & Stein, LLC	High $1.6M	$1.3B	831	53%
Freedom Day Solutions, LLC	High $1.5M	$620M	421	40%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
Oak Lane Advisors	Low $420K	$370M	898	29%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Lone Peak Advisers	Very Low $140K	$130M	905	6%
Alliant Securities, Inc. Turner, Nord, Kienbaum	Low $420K	$300M	708	2%
HRC Wealth Management, LLC	Low $560K	$490M	878	15%
Journey Retirement Planning and Investment Management, LLC	Very Low $290K	$190M	637	5%
Howe and Rusling, Inc.	Very High $2.1M	$2.3B	1,081	56%
Planned Solutions, Inc.	Typical $810K	$670M	827	28%
Richards Merrill Wealth Management	Low $430K	$550M	1,270	14%
Cross Financial Advisors	Very Low $260K	$470M	1,831	30%
American Wealth Management	Typical $840K	$730M	873	23%
Sand Creek Capital, LLC	Low $400K	$380M	939	33%
Fellowship Financial Planning	Low $410K	$470M	1,130	11%
Chatterton & Associates	Typical $860K	$1.3B	1,542	26%
Castle Rock Wealth Management, LLC	Very Low $290K	$580M	2,024	5%
Q3 Asset Management Corporation	Very Low $140K	$390M	2,780	1%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
NBC Capital Advisors	Low $330K	$720M	2,183	41%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Atlas Capital Management Corp	Very Low $270K	$870M	3,261	3%

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