AUM per client for Team firms serving clients in Minnesota

Team firms active in Minnesota 197 firms

Very Low $220K-$430K

Low $430K-$760K

Typical $760K-$1.1M

High $1.1M-$1.9M

Very High $1.9M-$4.5M

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

Median: $920K

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Firm	AUM/client	AUM	Clients	HNW client %
Christensen Group Financial, LLC	Low $620K	$25M	40	38%
Contego Capital Group, Inc.	Very Low $430K	$38M	88	100%
Q3 Advisors, LLC	—	—	224	0%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Neil Jesani Wealth Management	Very High $2.1M	$150M	74	100%
CSP Financial Group LLC	Very Low $380K	$120M	312	10%
Palisade Asset Management, LLC	Very High $11M	$1.2B	104	100%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Banyan Tree Asset Management, LLC	Very High $20M	$930M	46	100%
Epiq Partners, LLC	Very High $3.1M	$290M	93	78%
MMA Asset Management LLC	High $1.2M	$330M	282	52%
Manchester Capital Management LLC	Very High $11M	$2.2B	211	73%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
DSG Capital Advisors, LLC	Very High $6.3M	$720M	115	55%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Gambit Capital Management, LLC	High $1.5M	$170M	107	46%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
CoastEdge Partners, LLC	Very High $12M	$1.6B	131	100%
Abbey Street	Very High $2.7M	$380M	138	64%
LRI Investments	Very High $4M	$1.9B	477	45%
1834 Investment Advisors Co.	Very High $2.8M	$1B	369	57%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Illumination Wealth Management	Very High $2.3M	$460M	203	67%
Xcelsior Advisor Partners LLC	High $1.3M	$450M	348	9%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
Intercarolina Financial Services, Inc.	Very Low $320K	$85M	271	5%
WJL Financial Advisors	—	—	152	0%
Boyum Wealth Architects LLC	High $1.3M	$420M	330	43%
Private Wealth Asset Management	Very High $4.5M	$2.5B	559	73%
Ascent Advisors	Low $430K	$99M	230	13%
Strategic Asset Management LLC	Typical $930K	$220M	231	32%
Feltl Advisors	Very Low $390K	$160M	395	0%
Kingstone Capital Partners Texas, LLC	Typical $970K	$180M	187	20%
1 St Discount Brokerage, Inc.	Low $590K	$130M	216	38%
Compass Capital Management Inc	Very High $5M	$1.9B	379	73%
Parsonex Advisory Services, Inc.	Low $720K	$240M	330	18%
Dougherty Wealth Advisers LLC	Very High $5.9M	$500M	84	62%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Laurel Wealth Planning	Very High $2.6M	$450M	177	73%
Colliers Securities LLC	Very Low $340K	$270M	811	9%
Stiles Financial Services, Inc.	Very High $2M	$480M	246	42%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Flourish Wealth Management Inc.	Very High $2.9M	$450M	157	94%
Destiny Capital Corporation	High $1.5M	$380M	260	35%
Innovative Advisory Group	Low $640K	$190M	298	9%
Oakwood Capital, Inc.	Low $430K	$260M	608	30%
Punch & Associates Investment Management, Inc.	Very High $2.6M	$1.4B	541	62%
The Advocate Group, LLC	Very High $2.3M	$780M	346	64%
BGM Wealth Management	Very High $2.4M	$520M	213	64%
Centura Wealth Advisory	Very High $2M	$1.2B	574	37%
Cherry Tree Wealth Management, LLC	Very High $2.2M	$630M	293	9%
MD Financial Advisors / Vestment Financial	Low $640K	$300M	478	41%
Murphy Pohlad Asset Management LLC	Very High $5.5M	$620M	113	79%
Bearing Point Capital	Very High $4.8M	$1.1B	229	41%
Tailwinds Wealth, LLC	Low $720K	$190M	268	22%
Alterna Wealth Management, Inc.	Typical $860K	$990M	1,151	55%
Elevate Capital Advisors	Typical $900K	$180M	200	41%
Union Capital Company	Very Low $360K	$150M	414	6%
Brooklyn FI, LLC	High $1.5M	$560M	373	19%
Roehl & Yi Investment Advisors, LLC	Very High $1.9M	$890M	460	38%
Nepsis, Inc.	Low $580K	$340M	590	16%
JNBA Financial Advisors, LLC	High $1.8M	$2B	1,105	47%
Strong Tower Advisory Services	High $1.9M	$570M	300	41%
DMKC Advisory Services, LLC	Typical $1.1M	$520M	473	54%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Parr McKnight Wealth Management Group	Very High $2M	$890M	441	37%
E Wealth Partners	Typical $950K	$210M	224	30%
Empirical Asset Management, LLC	Typical $1.1M	$500M	457	58%
TRADEway	Very Low $150K	$89M	611	2%
Fortress Financial Group, LLC	Typical $1.1M	$350M	330	28%
Midwest Professional Planners, Ltd.	Typical $880K	$630M	710	37%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Greenup Wealth	Typical $920K	$890M	973	30%
Midwest Financial Partners	Very High $3.4M	$1.5B	438	74%
Soulence Wealth Management	Very Low $240K	$95M	393	5%
AIS Planning	Typical $1M	$490M	496	35%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Evexia Wealth, LLC	Typical $930K	$380M	416	29%
Allodium Investment Consultants, LLC	High $1.9M	$500M	266	46%
Fiat Wealth Management	Typical $800K	$520M	647	20%
BCU Wealth Advisors, LLC	Low $750K	$650M	870	15%
Cordis Financial, LLC	High $1.3M	$360M	272	38%
Sikich Financial	Typical $990K	$1.1B	1,124	18%
Financial Perspectives	High $1.6M	$1.2B	734	42%
Bond & Devick Wealth Partners	High $1.3M	$690M	513	64%
Milestone Investment Advisors, LLC	Very High $2M	$800M	408	53%
Capital Management Associates Inc	High $1.7M	$1.5B	877	36%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Normandy Investment Advisors	Typical $900K	$260M	294	24%
The Wealth Group Austin B. Colby & Associates	High $1.2M	$710M	591	47%
Highland Investment Advisors LLC	Low $580K	$350M	593	10%
Nicollet Investment Management, Inc.	High $1.9M	$550M	297	58%
Optivise Advisory Services LLC	Very Low $230K	$290M	1,227	4%
Pgi Wealth Management	High $1.8M	$890M	497	39%
Brady Martz Wealth Solutions, LLC	High $1.8M	$790M	439	31%
Abundo Wealth	—	—	695	0%
Silveroak Wealth Management LLC	Very High $4.5M	$2B	444	74%
Excel Financial, LLC	Low $720K	$280M	392	21%
Financial Management Network Inc	Typical $1.1M	$1.5B	1,379	33%
Petros Family Wealth, LLC	Low $640K	$340M	527	16%
Kure Advisory, LLC	Low $650K	$260M	397	21%
Stevens Foster Financial Advisors	Very High $2.3M	$750M	332	45%
Fiduciary Financial Planning Network	Low $530K	$180M	333	12%
Cornerstone Wealth Advisors, Inc.	High $1.8M	$600M	336	51%
High Note Wealth, LLC	Very High $2.4M	$670M	275	67%
Great Waters Financial	Typical $760K	$1.2B	1,627	24%
Vector Wealth Management	Very High $1.9M	$1.6B	849	55%
Lfa	Low $550K	$280M	499	16%
Salus Financial Advisors	Low $720K	$260M	365	25%
OMNI 360 Wealth, Inc.	Typical $1.1M	$400M	370	23%
Mountain Capital Investment Advisors Inc	Typical $780K	$930M	1,191	26%
Schwarz Dygos Wheeler Investment Advisors LLC	High $1.4M	$730M	523	42%
Navpoint Financial, Inc.	Very High $3.3M	$750M	229	82%
The Marshall Financial Group LLC	Low $680K	$670M	994	17%
Bernicke Wealth Management	Typical $970K	$840M	868	41%
Element Squared Private Wealth	Very Low $430K	$200M	478	17%
Brighton Securities Corp.	Low $510K	$900M	1,753	21%
Motiv8 Investments LLC	Very Low $300K	$220M	720	6%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Invest Capital Partners	Very Low $390K	$250M	647	14%
Vantage Point Wealth Management	Very Low $270K	$330M	1,219	27%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
RIA Advisory Group, LLC	Very Low $280K	$560M	1,968	5%
Boldin Advisors	Very Low $0	$0	821	63%
FPNavigators	Typical $810K	$330M	412	17%
LifeTyme Financial Advisors, LLC	—	—	502	0%
Birchwood Financial Partners, Inc.	High $1.1M	$850M	759	58%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Modus Advisors, LLC	High $1.7M	$600M	346	47%
Marks Group Wealth Management, Inc.	Very High $1.9M	$1.5B	782	52%
Convergence Financial	Very Low $330K	$880M	2,665	24%
FSB Premier Wealth Management, Inc.	Low $470K	$420M	894	13%
Smith & Wyatt	Very Low $290K	$210M	724	5%
Windsor Capital Management, LLC	High $1.4M	$620M	458	40%
Tradition Wealth Management LLC	Typical $960K	$2B	2,107	27%
Tencap Wealth Coaching	Very Low $370K	$270M	736	7%
Cahill Financial Advisors, Inc.	High $1.6M	$1.7B	1,109	49%
BlueStem Wealth Partners, LLC	Low $660K	$1.1B	1,679	21%
Kingdom Financial Group, LLC	Very Low $290K	$510M	1,785	4%
Triton Wealth Management, PLLC	Low $470K	$410M	853	17%
Lifelong Wealth Advisors, Inc.	Typical $820K	$710M	865	23%
Navista Wealth Management, Inc.	High $1.7M	$670M	385	51%
Greater Midwest Financial Group, LLC	Typical $780K	$530M	678	21%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Affiance Financial LLC	High $1.2M	$1.4B	1,178	30%
Legacy Wealth	Typical $1.1M	$550M	493	30%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
The Planning Center, Inc.	High $1.5M	$1.3B	895	36%
Capital Investment Services of America Inc	High $1.2M	$1.1B	898	29%
Pine Grove Financial Group	Typical $1.1M	$1.5B	1,404	36%
Auctus Advisors LLC	Very High $3M	$610M	204	63%
Calder Financial Group	Very Low $350K	$180M	511	9%
Global Wealth Strategies and Associates, LLC	Low $490K	$450M	921	13%
Concord Wealth Partners	Typical $820K	$1B	1,232	21%
Fortis Group Advisors LLC	Very Low $310K	$790M	2,566	7%
Highmark Wealth Management LLC	High $1.4M	$610M	429	40%
All Star Financial	High $1.3M	$680M	541	35%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
Leverty Financial Group, LLC	Typical $1M	$670M	655	40%
White Oaks Wealth Advisors, Inc.	Very High $2.8M	$610M	219	78%
Marquette Wealth Management	Very High $3.5M	$790M	224	51%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Lone Peak Advisers	Very Low $140K	$130M	905	6%
Star Capital Inc.	Very Low $200K	$140M	697	5%
Iwealth	Very Low $430K	$300M	714	9%
United Advisors America	Very Low $160K	$450M	2,809	2%
Schamberger, Greylak & Utterback Wealth Management, LLC	Very Low $370K	$230M	622	30%
ISC Financial Advisors	Typical $940K	$1.2B	1,262	24%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Alternative Investment Advisors, LLC	Very Low $260K	$380M	1,418	5%
360 Financial	Low $520K	$610M	1,177	36%
Check Capital Management Inc	High $1.9M	$2.2B	1,192	100%
Summit Investment Advisory Services	Low $690K	$750M	1,075	30%
Ballast Advisors, LLC	Typical $810K	$660M	814	21%
Cedrus Wealth Group	Very Low $390K	$210M	550	27%
Sutterfield Financial Group, Inc.	Very Low $180K	$170M	989	5%
Strategic Wealth Group	Low $430K	$1.5B	3,524	33%
Everest Financial Group	Low $520K	$1B	1,940	18%
Aspire Capital Advisors LLC	Low $520K	$1B	1,956	14%
Sandhill Investment Management	Typical $1M	$2.1B	2,044	18%
USAdvisors Wealth Management, LLC	Very Low $250K	$480M	1,901	4%
Valley Wealth Strategies, LLC	Very Low $340K	$1.4B	3,966	7%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Googins Advisors, Inc.	Low $640K	$500M	778	31%
Split Rock Private Trading and Wealth Management LLC	Very Low $300K	$300M	997	40%
Cedar Cove Wealth Partners	Very Low $220K	$460M	2,036	43%
Dougherty & Associates Financial Advisors, Inc.	Very Low $360K	$380M	1,069	7%
The Life Group Financial Services	Very Low $120K	$150M	1,258	2%
Parady Wealth Management	Very Low $110K	$140M	1,261	1%
Valtinson Bruner Financial Planning	Very Low $360K	$710M	1,985	9%
The Capital Advisory Group Advisory Services, LLC	Very Low $360K	$520M	1,424	72%
Vermillion Wealth Management Inc.	Very Low $290K	$420M	1,464	6%
Guardian Wealth Strategies, LLC	Typical $900K	$1.1B	1,234	30%
Running Oak Capital LLC	Low $440K	$450M	1,017	100%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Minneapolis Portfolio Management Group, LLC	Low $550K	$960M	1,732	35%
Atlas Capital Management Corp	Very Low $270K	$870M	3,261	3%

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