AUM per client for Team firms serving clients in Indiana

Team firms active in Indiana 199 firms

Very Low $170K-$310K

Low $310K-$570K

Typical $570K-$840K

High $840K-$1.8M

Very High $1.8M-$3.7M

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

Median: $680K

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Firm	AUM/client	AUM	Clients	HNW client %
Summit Consultants, Inc.	—	—	—	—
Monument Advisers	Very Low $200K	$5.5M	27	19%
DMLO Wealth Planning, LLC	Typical $700K	$30M	43	23%
Green Vista Asset Management LLC	Very Low $240K	$14M	58	28%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Crescent Advisor Group, Inc.	High $940K	$210M	228	16%
AtCap Partners, LLC	Low $490K	$170M	342	56%
Four Quadrant Wealth Advisors, Inc.	Very High $2.2M	$220M	100	62%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
West Advisors, Inc.	Very High $40M	$640M	16	94%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Blacktower Financial Management (US) LLC	Low $530K	$250M	479	7%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Independence Capital Co., Inc.	Low $400K	$120M	300	7%
Financial Management, Inc.	Typical $690K	$97M	140	19%
1834 Investment Advisors Co.	Very High $2.8M	$1B	369	57%
FI3 Financial Advisors, LLC	Very High $4.5M	$1.1B	246	74%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
Gannett Wealth Advisors	Typical $660K	$89M	135	93%
Savvi Financial LLC	Low $330K	$45M	135	9%
Illumination Wealth Management	Very High $2.3M	$460M	203	67%
Paradiem, LLC	Very High $3.4M	$470M	140	21%
SimplyRIA Advisor Network	Low $350K	$210M	602	8%
Saling Wealth Advisors	Very High $2.6M	$580M	227	52%
Hendershott Wealth Management, LLC	Very High $1.9M	$300M	157	46%
Cabin Advisors, LLC	Low $490K	$180M	368	30%
Feltl Advisors	Low $390K	$160M	395	0%
Aspirean Wealth, LLC	High $1.4M	$230M	165	45%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
Signature Financial Services, Ltd	Typical $710K	$240M	336	23%
WESTPARK WEALTH Advisors, Inc.	Low $330K	$240M	737	11%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Coats Financial Planning	Very Low $0	$0	144	83%
Walter Keenan Wealth Management	Very High $4.4M	$630M	144	65%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
RMR Wealth Management	High $980K	$180M	178	19%
Kirr, Marbach & Company, LLC	Very High $2.2M	$390M	179	50%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
Coker & Palmer	Low $520K	$110M	213	19%
One Wealth Map, LLC	High $1.3M	$290M	223	31%
TIP Group LLC	Very Low $160K	$59M	372	3%
Capital Cities Investments	Typical $600K	$290M	476	13%
IMC Advisors, LLC	Very High $5.3M	$540M	102	83%
Unity Financial Planning Group LLC	Low $340K	$71M	208	13%
America First Investment Advisors LLC	Very High $2.5M	$660M	261	67%
Asset Strategies, Inc	Very Low $310K	$59M	191	0%
Wallington Asset Management	Very High $3.7M	$1.1B	306	64%
Avalon Wealth Advisory, Inc.	—	—	230	0%
Quantum Financial Services Inc.	Very High $9.4M	$730M	78	100%
Alterna Wealth Management, Inc.	High $860K	$990M	1,151	55%
Parkwoods Wealth Partners, LLC	High $1.2M	$890M	717	33%
Gryphon Financial Partners	Very High $3.7M	$2.4B	655	52%
Charter Advisory Corporation	Low $470K	$270M	575	35%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
Union Capital Company	Low $360K	$150M	414	6%
NorthWest Financial Services Inc	High $1.7M	$630M	377	45%
Fiduciary Financial Partners, LLC	High $1.3M	$280M	213	46%
Dominion Portfolio Management, Inc.	Low $350K	$280M	782	3%
Financial Solutions Advisory Group	Very High $2.6M	$900M	350	100%
American Capital Management, Inc.	Very Low $220K	$98M	440	13%
Hohimer Wealth Management, LLC	Very High $2.1M	$1.1B	535	33%
The Wealth Boutique	Low $380K	$120M	317	9%
Horizon Investment Services, LLC.	High $1M	$330M	318	21%
4Wealth Advisors, Inc.	Low $410K	$210M	508	12%
Market Street Wealth Management Advisors, LLC	Very High $1.8M	$760M	422	47%
Hurlow Wealth Management Group, Inc.	High $1.4M	$680M	477	47%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Elser Financial Planning, Inc.	Very High $3.5M	$2B	578	73%
Wellington Investment Advisors	Typical $680K	$260M	386	17%
Financial Enhancement Group	Typical $760K	$960M	1,257	21%
MariPau Wealth Management LLC	Low $340K	$360M	1,064	6%
Archford Capital Strategies, LLC	High $1.5M	$1.2B	774	36%
Halter Ferguson Financial Inc	Very High $2.4M	$700M	291	67%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
Evernest Financial Advisors	Very High $3.1M	$910M	294	50%
Harvest Financial Advisors, LLC	High $1.5M	$670M	442	5%
Reify Wealth Advisors, Inc.	Very High $2.1M	$520M	247	55%
MBIA Capital Advisors	High $1.1M	$290M	257	32%
McDonald Partners LLC	High $860K	$980M	1,131	26%
Deerfield	Very High $3.7M	$1.1B	310	53%
Harvest investment Services, LLC	Low $410K	$620M	1,500	12%
Eagle Financial Advisors, LLC	Very Low $230K	$100M	430	1%
Pinion Wealth Management, LLC	High $900K	$390M	431	24%
Fiat Wealth Management	Typical $800K	$520M	647	20%
Sikich Financial	High $990K	$1.1B	1,124	18%
Shotwell Rutter Baer Inc	Typical $650K	$180M	282	22%
Altus Wealth Management, LLC	High $1.4M	$400M	285	54%
Omega Wealth Private Capital LLC	Low $360K	$100M	286	8%
Investor FAN	High $900K	$790M	874	27%
Phillips Financial	Very High $1.9M	$1.7B	888	47%
Teeple Snyder Newsome Wealth & Tax Management	Low $480K	$290M	601	20%
Novak & Powell Financial Services, Inc.	High $840K	$360M	426	0%
Bedel Financial Consulting Inc	Very High $2.5M	$2.9B	1,162	64%
Optivise Advisory Services LLC	Very Low $230K	$290M	1,227	4%
Abundo Wealth	—	—	695	0%
Gimbal Financial, LLC	Typical $700K	$270M	380	28%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
ISC Advisors, Inc.	Low $440K	$780M	1,780	11%
RCM Wealth Advisors	Very Low $260K	$210M	797	19%
HORAN Wealth, LLC	High $990K	$1.4B	1,408	32%
Proxy Wealth Advisors LLC	Very Low $120K	$74M	605	2%
Williamson Legacy Group, LLC	Low $530K	$180M	343	15%
Financial Planning Services	Low $410K	$200M	483	12%
Paradigm Wealth Management, LLC	High $1.3M	$550M	416	41%
Christy Capital Management, Inc.	Low $490K	$380M	765	11%
Vista Investment Partners	Typical $760K	$380M	491	19%
Pension & Wealth Management Advisors	High $920K	$460M	493	21%
Centric Wealth Management, LLC	High $1.3M	$760M	568	22%
Monon Wealth Management	High $990K	$500M	505	26%
Winebrenner Capital Management LLC	Low $410K	$180M	436	29%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Indie Asset Partners, LLC	Very High $1.8M	$550M	302	49%
Parallel Equity Advisors Ltd.	Very Low $120K	$45M	384	2%
Strive Financial Group, LLC	Low $310K	$240M	769	14%
National Wealth Management Group, LLC	Low $400K	$530M	1,308	10%
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Low $380K	$210M	544	13%
Curry Webb Wealth Management LLC	High $840K	$330M	397	18%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Pekin Hardy Strauss, Inc.	Very High $2M	$1.5B	725	48%
Invest Capital Partners	Low $390K	$250M	647	14%
LEGACY FINANCIAL Advisors, INC.	High $1.4M	$1.5B	1,061	45%
Washington Avenue Advisors	Low $460K	$300M	662	13%
Generational Wealth, Inc.	Typical $590K	$390M	665	15%
Wealth Advisory Solutions, LLC	High $870K	$590M	678	14%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
TradeWell Tax & Financial	Typical $640K	$280M	429	17%
Bookends Financial Planning	Typical $650K	$340M	520	17%
Park Place Capital Corporation	Typical $730K	$440M	607	6%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
Galecki Financial Management Inc	Very High $1.8M	$930M	530	100%
TCP Asset Management, LLC	Low $530K	$1.2B	2,221	13%
Compass Financial Advisors LLC	Very Low $310K	$190M	634	23%
Forum Private Client Group	Typical $630K	$400M	635	18%
Souders Financial Advisors, LLC	High $890K	$1.1B	1,275	18%
Hilltop Wealth & Tax Solutions	Typical $740K	$610M	829	23%
Mack Investment Securities, Inc.	Low $450K	$300M	661	43%
Pettinga Financial Advisors, LLC	High $1.6M	$1.1B	668	38%
Axiom Financial Strategies Group, LLC	Typical $600K	$350M	575	19%
Shoker Investments	Very High $2.6M	$500M	192	55%
LYNCH & Associates	High $1.2M	$790M	681	24%
Gettings Busch Wealth Management	Typical $610K	$540M	877	23%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Symphony Financial Services, Inc.	Low $560K	$330M	591	12%
VIMA, LLC	Very Low $190K	$230M	1,182	3%
Elevated Financial Group	Low $510K	$350M	690	19%
ALTA Capital Management LLC	High $850K	$1B	1,193	24%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Inspirion Wealth Advisors, LLC	High $1.5M	$1.4B	920	47%
DBS Investment Advisers, LLC	Very Low $300K	$160M	523	7%
Compak Asset Management	High $860K	$1.5B	1,734	67%
Bridgeport Financial Solutions	High $1M	$910M	895	27%
MSH Capital Advisors LLC	Low $440K	$1B	2,257	8%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
LJI Wealth Management, LLC	Typical $700K	$1B	1,490	16%
CoreVision Financial Group	Typical $790K	$1B	1,290	13%
Security Capital Management	Typical $570K	$1.3B	2,357	26%
Oxinas Partners Wealth Management	Low $490K	$350M	708	12%
Beacon Capital Management, LLC	Typical $610K	$1.3B	2,064	15%
Howard Bailey Securities, LLC	Low $340K	$570M	1,700	5%
United Advisors America	Very Low $160K	$450M	2,809	2%
Providence Wealth Advisors, LLC	High $1M	$650M	617	0%
Storen Financial	Low $500K	$430M	864	11%
Alexander Investment Services Co.	Low $390K	$480M	1,240	10%
Capital Advisor Network	Very Low $140K	$120M	900	7%
Gehrig Capital Management, Inc.	Very Low $300K	$190M	644	8%
Apple Tree Asset Management, LLC	Very Low $190K	$150M	780	7%
RWM Capital, LLC	Very Low $150K	$220M	1,437	13%
J. Hagan Capital, Inc.	Low $380K	$300M	785	9%
Pathway Financial Advisers, LLC	Typical $640K	$520M	815	17%
Opus Capital Management	Very High $2.2M	$910M	415	62%
Vertis Wealth, LLC	Very Low $170K	$140M	833	2%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Wealth Advisors Group	High $1M	$1.1B	1,013	28%
Brucke Financial, Inc.	Low $340K	$250M	738	24%
The Wellington Grp LLC	Low $310K	$470M	1,516	5%
Meridian Investment Advisors, Inc.	Typical $770K	$470M	612	39%
KPP Advisory Services LLC	Very Low $310K	$1.2B	3,995	8%
SMI Advisory Services, LLC	Typical $670K	$720M	1,080	0%
Woodley Farra	High $1.3M	$2.1B	1,591	60%
Milestone Asset Management, LLC	Low $510K	$690M	1,347	75%
Scarborough Capital Management	Typical $620K	$1.6B	2,664	27%
724 Capital, LLC	Very Low $200K	$250M	1,247	22%
Cfci	Low $510K	$550M	1,078	14%
Financial Plans & Strategies, Inc.	Low $560K	$610M	1,081	17%
Strategic Wealth Partners, Ltd.	Low $420K	$1.5B	3,646	28%
Googins Advisors, Inc.	Typical $640K	$500M	778	31%
Magnate Advisory Services, LLC	Very Low $190K	$300M	1,572	4%
Vestia Personal Wealth Advisors	Very Low $260K	$1B	3,970	78%
Rooted Wealth Advisors	Very Low $250K	$400M	1,605	7%
FWG Investments, LLC	Very Low $180K	$330M	1,813	1%
Rockport Wealth Advisors	Low $420K	$670M	1,612	15%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Family Wealth Planning Partners	Very Low $180K	$210M	1,141	4%
Lee Danner & Bass Inc	Very High $1.8M	$1.7B	959	100%
Asset Management Strategies, Inc.	Very Low $100K	$220M	2,110	0%
SYCAMORE FINANCIAL GROUP	Typical $680K	$770M	1,136	16%
Global Assets Advisory, LLC	Very Low $210K	$550M	2,572	8%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Tony Walker Financial	Very Low $200K	$370M	1,828	3%
Atlas Capital Management Corp	Very Low $270K	$870M	3,261	3%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%

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