AUM per client for Team firms serving clients in Iowa

Team firms active in Iowa 101 firms

Very Low $210K-$330K

Low $330K-$510K

Typical $510K-$750K

High $750K-$1.3M

Very High $1.3M-$2.1M

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

Median: $600K

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Firm	AUM/client	AUM	Clients	HNW client %
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Dynamic Financial Group	Typical $620K	$540M	862	19%
Oasis Advisors	Very Low $54K	$270M	4,987	1%
The Life Group Financial Services	Very Low $120K	$150M	1,258	2%
M Financial Asset Management, Inc.	High $1.2M	$1.2B	995	4%
Five Talents Financial Management Group LLC	Very Low $250K	$260M	1,039	5%
210 Financial	Very Low $260K	$240M	936	3%
Legacy Financial Group	Typical $690K	$1B	1,450	22%
Wisdom Financial Services, L.L.C.	Typical $510K	$780M	1,518	0%
Weitzel Financial Services, Inc.	Very Low $290K	$330M	1,134	27%
Compass Financial Services	Low $360K	$400M	1,105	29%
Matheson & Rock Wealth Management, LLC	High $1.1M	$480M	425	38%
Atwood Financial Planning LLC	Very Low $17K	$16M	939	36%
Accel Wealth Management	Typical $510K	$660M	1,290	13%
Alternative Investment Advisors, LLC	Very Low $260K	$380M	1,418	5%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Beacon Capital, LLC	Low $440K	$270M	617	6%
United Advisors America	Very Low $160K	$450M	2,809	2%
Quad City Investment Center	Typical $530K	$370M	708	36%
Wealthcare Capital Partners, LLC	Typical $550K	$390M	708	13%
Star Capital Inc.	Very Low $200K	$140M	697	5%
Lone Peak Advisers	Very Low $140K	$130M	905	6%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
Bridgeport Financial Solutions	High $1M	$910M	895	27%
Everstar Asset Management, LLC	Very Low $200K	$220M	1,116	32%
Compak Asset Management	High $860K	$1.5B	1,734	67%
Wealthspan Partners, LLC	High $860K	$450M	526	42%
Rosemeyer Management Group	High $750K	$860M	1,154	21%
Northwest Wealth Management, LLC	Low $460K	$960M	2,085	11%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Capital Investment Services of America Inc	High $1.2M	$1.1B	898	29%
The Planning Center, Inc.	Very High $1.5M	$1.3B	895	36%
ALTA Capital Management LLC	High $850K	$1B	1,193	24%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Basepoint Wealth, LLC	Typical $660K	$820M	1,242	21%
PR Wealth Management Group	Low $350K	$160M	456	8%
FSB Premier Wealth Management, Inc.	Low $470K	$420M	894	13%
RDA Financial network	Low $440K	$670M	1,514	2%
Bradford Financial Center	Very Low $330K	$230M	699	15%
Phillips and Company Advisors LLC	Very High $1.7M	$1.9B	1,110	16%
Romano Wealth Management	Very High $1.5M	$1.4B	934	51%
Quad-Cities Investment Group, LLC	Typical $600K	$360M	593	23%
Wellesley Asset Management, Inc.	Typical $710K	$880M	1,246	23%
TFB Advisors, LLC	Typical $600K	$800M	1,326	13%
RIA Advisory Group, LLC	Very Low $280K	$560M	1,968	5%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Mason & Associates, Inc.	High $1.1M	$690M	637	34%
Merkle Retirement Planning	Typical $560K	$570M	1,015	28%
Nikulski Financial, Inc.	High $940K	$440M	468	25%
Wilon Wealth Management	Typical $740K	$260M	350	37%
FEFA Financial	Very Low $260K	$430M	1,679	2%
Cornerstone Financial Group, LLC	High $810K	$280M	345	28%
LSB Wealth Management	Very Low $300K	$120M	383	41%
Fmsa	Very Low $140K	$180M	1,264	17%
Brady Martz Wealth Solutions, LLC	Very High $1.8M	$790M	439	31%
Richmond Investment Services LLC	Low $510K	$450M	877	45%
Van Diest Capital	Low $330K	$140M	429	16%
MBM Wealth Consultants, LLC	High $750K	$450M	604	22%
Lucas Group Financial Advisors, LLC	High $780K	$330M	416	18%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Capital Management Associates Inc	Very High $1.7M	$1.5B	877	36%
25 Financial	High $1.1M	$540M	505	50%
AMB Wealth, LLC	High $1M	$870M	878	20%
Fiat Wealth Management	High $800K	$520M	647	20%
Kuhn Capital Partners	Typical $540K	$140M	267	50%
Wealth Advisors of Iowa, LLC	High $980K	$520M	532	28%
Cedar Point Capital Partners, LLC	High $820K	$240M	294	35%
Gilbert & Cook, Inc.	Very High $1.8M	$1.6B	879	48%
Cornerstone Wealth Partners, LLC	Low $340K	$150M	429	0%
Quantum Financial Partners LLC	Very Low $250K	$78M	316	13%
Forthright Capital	Very Low $110K	$110M	978	1%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Syverson Strege	Very High $1.7M	$870M	523	57%
West Financial Advisors, L.L.C.	Very High $2.1M	$650M	305	55%
ATLATL Advisers	Very High $1.3M	$340M	260	39%
DMKC Advisory Services, LLC	High $1.1M	$520M	473	54%
Friday Financial	Very High $1.4M	$390M	279	32%
Keenan Financial	Very Low $270K	$200M	751	6%
Vantage Point Financial, LLC	High $860K	$480M	566	27%
BTC Financial Management Co.	Very Low $190K	$40M	208	1%
Oakwood Capital, Inc.	Low $430K	$260M	608	30%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
WESTPARK WEALTH Advisors, Inc.	Low $330K	$240M	737	11%
Gibraltar Capital Management, Inc.	Very High $2.2M	$1.1B	505	48%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
Arnold and Mote Wealth Management	Very High $1.3M	$170M	133	40%
Cabin Advisors, LLC	Low $490K	$180M	368	30%
Strategic Asset Management LLC	High $930K	$220M	231	32%
Private Wealth Asset Management	Very High $4.5M	$2.5B	559	73%
Jrm Investment Counsel.	Very High $3.9M	$290M	75	72%
Savvi Financial LLC	Low $330K	$45M	135	9%
1834 Investment Advisors Co.	Very High $2.8M	$1B	369	57%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Contego Capital Group, Inc.	Low $430K	$38M	88	100%
Teckmeyer Financial Services, L.L.C.	High $1.2M	$51M	44	52%
Central States Capital Markets, LLC	High $1.2M	$7.4M	6	50%

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