AUM per client for Team firms serving clients in Kentucky

Team firms active in Kentucky 106 firms

Very Low $180K-$310K

Low $310K-$430K

Typical $430K-$700K

High $700K-$1.6M

Very High $1.6M-$4.7M

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

Median: $520K

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Firm	AUM/client	AUM	Clients	HNW client %
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Benjamin F. Edwards Wealth Management, LLC	Typical $620K	$690M	1,099	1%
Tony Walker Financial	Very Low $200K	$370M	1,828	3%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Van Leeuwen Retirement & Investment Services	High $780K	$550M	700	25%
Reliant Wealth Planning, LLC	Low $350K	$600M	1,700	38%
Lee Danner & Bass Inc	Very High $1.8M	$1.7B	959	100%
Family Wealth Planning Partners	Very Low $180K	$210M	1,141	4%
Spectrum Financial Alliance, Ltd., L.L.C.	High $1.1M	$660M	630	38%
Paul Winkler, Inc.	Typical $520K	$1.2B	2,419	15%
FWG Investments, LLC	Very Low $180K	$330M	1,813	1%
Cullinan Associates, Inc.	Very High $2.2M	$1.3B	599	49%
Magnate Advisory Services, LLC	Very Low $190K	$300M	1,572	4%
Scarborough Capital Management	Typical $620K	$1.6B	2,664	27%
Faithward Advisors, LLC	Low $330K	$1B	3,036	10%
Keating Financial Advisory Services	Very Low $260K	$1.3B	4,994	5%
KPP Advisory Services LLC	Low $310K	$1.2B	3,995	8%
Retirement Planning Solutions, LLC	Low $390K	$470M	1,210	6%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Opus Capital Management	Very High $2.2M	$910M	415	62%
Jennings & Associates Financial Advisors, LLC	Low $350K	$240M	680	26%
Blackston Financial Advisory Group, LLC	Low $350K	$330M	940	7%
E. S. Barr & Company	Very High $4.7M	$1.9B	398	68%
J. Hagan Capital, Inc.	Low $380K	$300M	785	9%
Alexander Investment Services Co.	Low $390K	$480M	1,240	10%
Legacy Financial Independent Advisors LLC	Typical $650K	$480M	741	21%
United Advisors America	Very Low $160K	$450M	2,809	2%
Beacon Capital Management, LLC	Typical $610K	$1.3B	2,064	15%
Joule Financial, LLC	Typical $650K	$470M	724	23%
Oxinas Partners Wealth Management	Typical $490K	$350M	708	12%
Dupree Financial Group, LLC	Typical $490K	$400M	825	14%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
Markowski Investments	Low $370K	$450M	1,227	10%
First Financial Coaching, Inc.	Typical $440K	$660M	1,500	12%
First Kentucky Securities Corporation	Low $360K	$550M	1,521	27%
PCG Wealth Management	Typical $490K	$890M	1,819	13%
ALTA Capital Management LLC	High $850K	$1B	1,193	24%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Shoker Investments	Very High $2.6M	$500M	192	55%
Axiom Financial Strategies Group, LLC	Typical $600K	$350M	575	19%
SyntheticFi LLC	Very High $1.6M	$990M	624	0%
Bookends Financial Planning	Typical $650K	$340M	520	17%
Phillips and Company Advisors LLC	Very High $1.7M	$1.9B	1,110	16%
Washington Avenue Advisors	Typical $460K	$300M	662	13%
LEGACY FINANCIAL Advisors, INC.	High $1.4M	$1.5B	1,061	45%
Barlow Wealth Partners, LLC	Very High $3.2M	$1.3B	403	77%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Southland Equity Partners, LLC.	Typical $500K	$890M	1,766	2%
National Wealth Management Group, LLC	Low $400K	$530M	1,308	10%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Winebrenner Capital Management LLC	Low $410K	$180M	436	29%
Alpha Financial Partners LLC	High $950K	$340M	361	21%
Wrenne Financial Planning LLC	Typical $700K	$300M	428	23%
Advantage Investment Management	Typical $520K	$180M	353	12%
FEFA Financial	Very Low $260K	$430M	1,679	2%
Stone House Investment Management, LLC	High $720K	$830M	1,153	22%
HORAN Wealth, LLC	High $990K	$1.4B	1,408	32%
Blueprint Financial Advisors	Typical $500K	$930M	1,883	2%
Stonepath Wealth Management	Typical $510K	$290M	569	17%
Fmsa	Very Low $140K	$180M	1,264	17%
Atlas Brown	High $1.3M	$550M	440	12%
MRA Advisory Group	High $720K	$360M	497	25%
Teeple Snyder Newsome Wealth & Tax Management	Typical $480K	$290M	601	20%
Woodstock Wealth Management, Inc.	Low $430K	$660M	1,554	7%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
Godsey & Gibb Wealth Management	Very High $1.8M	$1.4B	747	59%
Omega Wealth Private Capital LLC	Low $360K	$100M	286	8%
Altus Wealth Management, LLC	High $1.4M	$400M	285	54%
Ballast, Inc.	Very High $1.6M	$720M	454	48%
Fortress Planning Group	High $1.2M	$350M	283	24%
Resurgent Advisors	High $920K	$350M	379	22%
Baldwin Wealth Partners, LLC	Very High $2.9M	$2.1B	738	50%
Natural Investments	Very High $1.6M	$1.9B	1,242	22%
Juncture Wealth Strategies, LLC	High $1M	$470M	462	37%
Harvest Financial Advisors, LLC	High $1.5M	$670M	442	5%
Evernest Financial Advisors	Very High $3.1M	$910M	294	50%
WealthTrust Asset Management, LLC	High $850K	$210M	243	25%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Visionary Horizons, LLC	Typical $550K	$370M	666	15%
Asio Capital, LLC	Very High $2.5M	$710M	280	45%
American Capital Management, Inc.	Very Low $220K	$98M	440	13%
Harvey Investment Company, LLC	Very High $5.2M	$910M	176	93%
Parthenon LLC	Very High $4.9M	$1.1B	219	100%
The Gleason Group, Inc.	Very High $6M	$1.6B	262	52%
Journey Advisory Group, LLC	Very High $1.9M	$1.6B	859	39%
Invest Inc.	High $760K	$160M	208	0%
Greenline Wealth Management	Low $410K	$96M	234	15%
Financial Rounds	High $1.1M	$210M	188	30%
Capital Markets IQ, LLC	Typical $520K	$370M	698	13%
LFG Wealth Partners, LLC	Typical $530K	$190M	360	25%
Almanack Investment Partners	Very High $1.8M	$710M	386	30%
Leading Edge Financial Planning LLC	Very High $1.7M	$520M	302	64%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Guardian Wealth Partners, LLC	Typical $480K	$190M	402	7%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
Chadds Ford Wealth Partners, LLC	Very High $18M	$1.1B	60	82%
Crew Capital Management, LTD.	High $1.2M	$240M	203	30%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Coats Financial Planning	Very Low $0	$0	144	83%
Oasis Wealth Planning Advisors	High $1.5M	$280M	186	74%
Saling Wealth Advisors	Very High $2.6M	$580M	227	52%
Intercarolina Financial Services, Inc.	Low $320K	$85M	271	5%
Savvi Financial LLC	Low $330K	$45M	135	9%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
B.B. Graham & Company, Inc.	High $750K	$320M	427	24%
DMLO Wealth Planning, LLC	High $700K	$30M	43	23%

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