AUM per client for Team firms serving clients in Mississippi

Team firms active in Mississippi 52 firms

Very Low $200K-$330K

Low $330K-$520K

Typical $520K-$740K

High $740K-$1.3M

Very High $1.3M-$4.6M

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

Median: $650K

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Firm	AUM/client	AUM	Clients	HNW client %
Enclave Advisors, LLC	Very High $15M	$1B	66	86%
Savvi Financial LLC	Low $330K	$45M	135	9%
Wealthharbor Capital Group, LLC	Typical $730K	$140M	188	31%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
Hardy Reed, LLC	Very High $4.6M	$1.6B	351	58%
Cogentblue	Very High $4.2M	$470M	112	39%
Lasting Mark Retirement Group LLC	Low $330K	$86M	864	1%
Coker & Palmer	Typical $520K	$110M	213	19%
Wealthview Capital, LLC	Very High $1.7M	$320M	191	41%
Fortress Private Ledger, LLC	Typical $690K	$470M	681	14%
BSG Advisers	Low $500K	$130M	264	24%
BankPlus Wealth Advisors	Low $410K	$260M	633	8%
Client 1st Advisory Group	Very High $1.4M	$510M	353	33%
Pinion Wealth Management, LLC	High $900K	$390M	431	24%
Element Wealth, LLC	High $820K	$530M	652	19%
Resolute Wealth Strategies, LLC	Very High $1.3M	$360M	279	48%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Cornerstone Professional Advisor Services, LLC	Very Low $280K	$99M	352	7%
Summit Financial Wealth Advisors	Very High $1.3M	$1.6B	1,208	22%
Argent Wealth, LLC	High $1M	$460M	450	31%
Strongtower Wealth Management, Plc	Low $330K	$130M	380	15%
Kimery Wealth Management, LLC	High $1.2M	$560M	471	36%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
ValueWealth Services, LLC	High $760K	$320M	420	27%
Beam Wealth Advisors, Inc.	Typical $630K	$1.4B	2,207	20%
Phillips and Company Advisors LLC	Very High $1.7M	$1.9B	1,110	16%
Park Place Capital Corporation	Typical $730K	$440M	607	6%
SyntheticFi LLC	Very High $1.6M	$990M	624	0%
Mag Cap	Typical $650K	$930M	1,437	16%
ALTA Capital Management LLC	High $850K	$1B	1,193	24%
Simplified Wealth Management	Very Low $310K	$220M	707	13%
Mitchell, Mcleod, Pugh & Williams, Inc.	Very High $1.9M	$1.7B	935	42%
WMG Financial Advisors, LLC	Very Low $290K	$450M	1,589	7%
Hancock Whitney Investment Services Inc.	Very Low $330K	$280M	865	0%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
Core Advisory Group	Very Low $290K	$330M	1,141	23%
Ballew Advisors Inc	High $740K	$630M	853	4%
United Advisors America	Very Low $160K	$450M	2,809	2%
Steel Grove Capital Advisors, LLC	Very High $1.8M	$1.6B	867	96%
RWM Capital, LLC	Very Low $150K	$220M	1,437	13%
Hubbell Strickland Wealth Management, LLC	High $1.3M	$560M	444	36%
Scarborough Capital Management	Typical $620K	$1.6B	2,664	27%
Ignite Planners LLC	Very Low $240K	$1.1B	4,605	10%
Asset Dedication, LLC	Very High $1.5M	$2.9B	1,986	42%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Barnes Pettey Financial Advisors, LLC	Low $330K	$990M	3,024	31%
RPG Investment Advisory, LLC	High $1.1M	$1B	953	100%
Financial Concepts	Low $420K	$1.1B	2,518	12%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%

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