AUM per client for Team firms serving clients in Kansas

Team firms active in Kansas 116 firms

Very Low $230K-$440K

Low $440K-$590K

Typical $590K-$920K

High $920K-$1.4M

Very High $1.4M-$2.3M

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

Median: $740K

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Firm	AUM/client	AUM	Clients	HNW client %
Pathway Financial Solutions, Inc.	—	—	—	—
TBG-Bedford Group LLC	—	—	—	—
Central States Capital Markets, LLC	High $1.2M	$7.4M	6	50%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
GreenLeaf Financial Network, LLC	Typical $620K	$120M	189	21%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Vestech Asset Management Inc.	Very Low $360K	$100M	278	0%
LRI Investments	Very High $4M	$1.9B	477	45%
Gannett Wealth Advisors	Typical $660K	$89M	135	93%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Searcy Financial Services, Inc.	Very High $2.3M	$420M	185	56%
Sound Stewardship, LLC	Very High $1.5M	$280M	190	68%
Tushaus Wealth Management	Typical $610K	$75M	122	27%
Cabin Advisors, LLC	Low $490K	$180M	368	30%
Chief Advisors Corp	Very Low $380K	$71M	185	4%
Freestate Advisors LLC	Typical $740K	$180M	244	34%
Dale K. Ehrhart, Inc.	Very High $4.4M	$500M	114	81%
Lasting Mark Retirement Group LLC	Very Low $330K	$86M	864	1%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
OFG Financial Services, Inc.	Very Low $250K	$210M	850	0%
Private Client Advisor Group, LLC	Low $580K	$110M	190	27%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
SJHL Financial Group	Low $450K	$170M	384	13%
OLIO Financial Planning	Very High $1.6M	$580M	368	42%
Black Knight Wealth Management, LLC	High $1.2M	$540M	444	19%
HDQ Wealth	Very Low $230K	$39M	173	12%
Unity Financial Planning Group LLC	Very Low $340K	$71M	208	13%
Aspyre Wealth Partners	Very High $2M	$670M	329	48%
RetireWise Tax and Wealth Advisors, Inc.	Typical $900K	$240M	262	30%
Skybound Wealth USA	Low $490K	$170M	339	14%
Windward Private Wealth Management Inc.	High $1.3M	$300M	226	43%
Peachcap Tax & Advisory, LLC	Low $570K	$140M	237	25%
Freedom Wealth Advisors, LLC	Very Low $430K	$100M	238	12%
Fortune Financial Advisors, LLC	High $1.3M	$260M	206	41%
Mader & Shannon Wealth Management	Typical $710K	$240M	339	25%
One Wealth Capital Management, LLC	High $1.2M	$300M	259	51%
Novadius Wealth Management	Low $580K	$150M	261	15%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Rigden Capital Strategies	Very Low $410K	$110M	263	13%
BSG Advisers	Low $500K	$130M	264	24%
Quantum Financial Partners LLC	Very Low $250K	$78M	316	13%
Triune Financial Partners, LLC	Very High $1.6M	$1.2B	770	46%
Elevated Capital Advisors, LLC	Low $490K	$500M	1,006	13%
Future Capital Management Inc.	Very Low $210K	$72M	338	8%
Keen Wealth Advisors	High $1.2M	$1.2B	1,014	40%
MariPau Wealth Management LLC	Very Low $340K	$360M	1,064	6%
Stepp & Rothwell Inc	Very High $3.1M	$1B	339	81%
Greenup Wealth	High $920K	$890M	973	30%
WealthStar Advisors, LLC	Very High $1.6M	$720M	453	51%
Private Wealth Partners, LLC	Very High $7.2M	$1.8B	253	74%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
United Wealth Management, LLC	Very High $1.6M	$410M	257	58%
HBE Wealth Management, LLC	High $1M	$270M	258	28%
RPR Financial	Typical $630K	$160M	259	15%
Mitchell Capital Management Co	Very High $1.8M	$580M	317	44%
Legacy Financial Strategies, LLC	High $1.2M	$770M	635	48%
Pinion Wealth Management, LLC	Typical $900K	$390M	431	24%
BCWM	Very High $1.8M	$670M	378	51%
Centerpoint Advisory Group, LLC	High $960K	$260M	274	35%
Rademacher Financial, Inc.	Low $570K	$190M	330	13%
Eckman Wealth Management, LLC	Very Low $260K	$74M	286	0%
Endeavor Private Wealth, Inc.	High $1.1M	$570M	521	33%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Normandy Investment Advisors	Typical $900K	$260M	294	24%
Kilter Group	Typical $670K	$280M	413	29%
United Capital Management of Kansas, Inc.	Low $500K	$810M	1,602	20%
One Advisory Partners, LLC	High $1.2M	$370M	314	32%
Craft & Sage Wealth	Low $550K	$290M	524	27%
Financial Management Network Inc	High $1.1M	$1.5B	1,379	33%
RCM Wealth Advisors	Very Low $260K	$210M	797	19%
HORAN Wealth, LLC	High $990K	$1.4B	1,408	32%
Canvas Wealth Advisors, LLC	Very High $1.6M	$860M	537	41%
Hunter Capital Management	Very High $1.5M	$750M	485	100%
Auxan Capital Advisors, LLC	Very Low $150K	$83M	559	3%
Family Investment Center	Typical $750K	$650M	873	30%
Atwood & Palmer, Inc.	Very High $3.8M	$1.9B	511	70%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Uptick Partners, LLC	High $930K	$1.1B	1,135	33%
WealthPlan Investment Management LLC	Typical $910K	$1.9B	2,068	18%
AGH Wealth Advisors, LLC	Low $560K	$260M	465	47%
Midwest Financial Group LLC	Typical $590K	$550M	931	22%
Waterfront Wealth Inc.	Very High $1.4M	$1.1B	792	33%
Pathworks Financial, Inc.	Typical $670K	$270M	410	12%
TFB Advisors, LLC	Typical $600K	$800M	1,326	13%
Aurora Private Wealth, INC.	Very Low $250K	$370M	1,508	5%
Phillips and Company Advisors LLC	Very High $1.7M	$1.9B	1,110	16%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Insight Financial Services	Low $480K	$210M	444	29%
Convergence Financial	Very Low $330K	$880M	2,665	24%
RDA Financial network	Low $440K	$670M	1,514	2%
Kavar Capital Partners	Very High $2.9M	$1.3B	449	51%
Cornerstone Securities LLC	Very Low $230K	$210M	900	10%
RSG Investments LLC	Very Low $250K	$140M	553	4%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
PCG Wealth Management	Low $490K	$890M	1,819	13%
Clayton Wealth Partners	High $1.1M	$770M	716	15%
Steffes Financial, Ltd	Very High $1.6M	$350M	218	42%
Carlson Financial	Low $580K	$630M	1,097	16%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
AdamsBrown Wealth Consultants LLC	Low $510K	$930M	1,818	15%
Advisers Investment Management, Inc.	Very Low $180K	$100M	572	3%
Caliber Wealth Management, LLC	High $1.1M	$1.8B	1,668	30%
United Advisors America	Very Low $160K	$450M	2,809	2%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Financial Partners Group, Inc.	High $940K	$1.1B	1,213	31%
Values First Advisors, Inc.	Very Low $220K	$210M	967	8%
Independent Solutions Wealth Management, LLC	Very Low $350K	$1.5B	4,265	6%
Mid-American Wealth Advisory Group	Very Low $350K	$330M	948	5%
Keating Financial Advisory Services	Very Low $260K	$1.3B	4,994	5%
Scarborough Capital Management	Typical $620K	$1.6B	2,664	27%
Wealth Alliance Advisory Group, LLC	Typical $820K	$750M	916	24%
Mattern Wealth Management LLC	Typical $920K	$550M	605	21%
Capital Investment Management, Inc	Low $520K	$560M	1,072	13%
First Affirmative Financial Network LLC	Very Low $390K	$890M	2,275	56%
Market Investment Group, LLC	Very Low $230K	$420M	1,814	3%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Professional Financial Advisors, LLC	Very Low $150K	$500M	3,314	6%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%

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