AUM per client for Team firms serving clients in Missouri

Team firms active in Missouri 193 firms

Very Low $150K-$310K

Low $310K-$550K

Typical $550K-$860K

High $860K-$1.8M

Very High $1.8M-$3.8M

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

Median: $710K

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Firm	AUM/client	AUM	Clients	HNW client %
R.T. Jones Capital Equities Management Inc.	Very Low $78K	$360M	4,636	1%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Alexander Labrurerie & Co., Inc.	Low $520K	$620M	1,184	26%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
McMill CPA and Advisors	Very Low $110K	$620M	5,574	25%
Forge Financial	Low $310K	$1.5B	4,674	23%
Market Investment Group, LLC	Very Low $230K	$420M	1,814	3%
Tradewinds Capital Management, LLC	Low $330K	$720M	2,224	9%
Lee Danner & Bass Inc	High $1.8M	$1.7B	959	100%
SEM Wealth Management	Low $380K	$750M	1,980	13%
Capital Investment Management, Inc	Low $520K	$560M	1,072	13%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Adk Wealth Advisory Group	Typical $640K	$760M	1,195	45%
Vestia Personal Wealth Advisors	Very Low $260K	$1B	3,970	78%
Scarborough Capital Management	Typical $620K	$1.6B	2,664	27%
Syntegra Private Wealth Group LLC	Typical $660K	$1.4B	2,112	17%
MCCAY WEALTH ADVISORY LLC	Low $500K	$430M	859	39%
Faithward Advisors, LLC	Low $330K	$1B	3,036	10%
USAdvisors Wealth Management, LLC	Very Low $250K	$480M	1,901	4%
Mid-American Wealth Advisory Group	Low $350K	$330M	948	5%
Equity Wealth Partners, LLC	Very Low $270K	$260M	939	5%
LVZ, Inc.	Low $450K	$1.1B	2,438	5%
IFC	Very Low $150K	$150M	1,048	3%
Brucke Financial, Inc.	Low $340K	$250M	738	24%
C2 Private WEalth	High $870K	$1.8B	2,056	25%
Strategic Wealth Group	Low $430K	$1.5B	3,524	33%
Lighthouse Wealth Strategies, LLC	High $980K	$840M	866	25%
Financial Partners Group, Inc.	High $940K	$1.1B	1,213	31%
FRA Wealth Management LLC	Very Low $120K	$110M	910	1%
Compass Retirement Group LLC	Very Low $150K	$110M	766	1%
Slagle Financial, LLC	Very Low $270K	$410M	1,510	3%
FYRA Capital Management	Typical $590K	$500M	858	15%
United Advisors America	Very Low $160K	$450M	2,809	2%
Semper Augustus Investments Group LLC	Very High $2.9M	$700M	244	82%
StrongBox Wealth, LLC	High $1.1M	$520M	474	40%
CapWealth Advisors, LLC	High $1.4M	$2B	1,407	26%
WealthCare Asset Management, LLC	Low $340K	$200M	586	7%
RBF Wealth Advisors	Low $540K	$670M	1,244	22%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
LifeSteps Financial	Typical $640K	$430M	669	15%
Kerr Wealth Management	Very Low $240K	$130M	543	24%
Compak Asset Management	High $860K	$1.5B	1,734	67%
Claris Advisors, LLC	Very High $2.7M	$880M	322	43%
Axius Advisors LLC	Low $510K	$620M	1,231	10%
PCG Wealth Management	Low $490K	$890M	1,819	13%
Pinnacle Family Advisors, LLC	Low $330K	$290M	907	12%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Optima Capital LLC	Typical $570K	$380M	671	12%
Cortland Associates Inc	Very High $2.4M	$930M	380	57%
The Yanker Group	Typical $620K	$290M	472	44%
Terril & Company	Very High $1.9M	$890M	471	45%
RSG Investments LLC	Very Low $250K	$140M	553	4%
Cornerstone Securities LLC	Very Low $230K	$210M	900	10%
Kavar Capital Partners	Very High $2.9M	$1.3B	449	51%
Convergence Financial	Low $330K	$880M	2,665	24%
Insight Financial Services	Low $480K	$210M	444	29%
Foundation Wealth Management, LLC	High $1.7M	$590M	351	55%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
Tactive Advisors, LLC	Very Low $210K	$340M	1,564	3%
Andrew Garrett, Inc.	Low $390K	$440M	1,118	45%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Clark Financial Services Group, Inc.	High $1.2M	$490M	421	30%
Wedgewood Partners, Inc.	High $1.2M	$390M	331	44%
New Wave Wealth Advisors	Typical $770K	$380M	496	22%
Duncker Streett & Co.	Very High $3.1M	$510M	165	57%
Droms Strauss Wealth Management	Very High $1.9M	$790M	412	47%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Clayton Financial Group, LLC	Very High $3.2M	$780M	243	69%
IFG Advisors, LLC	Very High $1.8M	$1B	566	53%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Southland Equity Partners, LLC.	Low $500K	$890M	1,766	2%
Sundvold Financial	Low $490K	$230M	480	0%
Bridgewater Asset Management LLC	High $860K	$340M	396	42%
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Low $380K	$210M	544	13%
AGH Wealth Advisors, LLC	Typical $560K	$260M	465	47%
CHJ Wealth Management	Very High $1.9M	$600M	309	40%
Pinkerton Wealth Partners	High $1.1M	$1.3B	1,233	31%
Uptick Partners, LLC	High $930K	$1.1B	1,135	33%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Atwood & Palmer, Inc.	Very High $3.8M	$1.9B	511	70%
Family Investment Center	Typical $750K	$650M	873	30%
Plan Group Financial, INC.	Typical $570K	$690M	1,221	12%
FEFA Financial	Very Low $260K	$430M	1,679	2%
Auxan Capital Advisors, LLC	Very Low $150K	$83M	559	3%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Hunter Capital Management	High $1.5M	$750M	485	100%
HORAN Wealth, LLC	High $990K	$1.4B	1,408	32%
Alpine Private Wealth	Very High $5.2M	$1.4B	265	78%
Craft & Sage Wealth	Typical $550K	$290M	524	27%
Meramec Financial Planners, LLC	Very High $2.1M	$940M	450	55%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Arlington Securities, Inc.	Low $370K	$120M	320	27%
Destiny Wealth Partners, LLC	High $1.5M	$1.5B	999	26%
United Capital Management of Kansas, Inc.	Low $500K	$810M	1,602	20%
Optivise Advisory Services LLC	Very Low $230K	$290M	1,227	4%
MBM Wealth Consultants, LLC	Typical $750K	$450M	604	22%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
Normandy Investment Advisors	High $900K	$260M	294	24%
Godsey & Gibb Wealth Management	Very High $1.8M	$1.4B	747	59%
Eckman Wealth Management, LLC	Very Low $260K	$74M	286	0%
Snider Financial Group	High $1.1M	$550M	514	31%
Sikich Financial	High $990K	$1.1B	1,124	18%
25 Financial	High $1.1M	$540M	505	50%
Precision Wealth Strategies, LLC	High $1.3M	$580M	436	65%
Correct Capital Wealth Management, LLC	High $1.7M	$720M	431	40%
Pinion Wealth Management, LLC	High $900K	$390M	431	24%
BOS Asset Management, LLC	Typical $770K	$410M	538	23%
Allodium Investment Consultants, LLC	Very High $1.9M	$500M	266	46%
RPR Financial	Typical $630K	$160M	259	15%
McDonald Partners LLC	High $860K	$980M	1,131	26%
KEB Wealth Advisors	Very High $1.9M	$1.2B	662	52%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Carlson Investments	High $1.5M	$540M	350	31%
Signal Securities, Inc.	Typical $600K	$680M	1,137	29%
Soulence Wealth Management	Very Low $240K	$95M	393	5%
RPG Family Wealth Advisory, LLC	High $1.2M	$630M	537	25%
Greenup Wealth	High $920K	$890M	973	30%
WealthTrust Asset Management, LLC	Typical $850K	$210M	243	25%
Archford Capital Strategies, LLC	High $1.5M	$1.2B	774	36%
Future Capital Management Inc.	Very Low $210K	$72M	338	8%
Keen Wealth Advisors	High $1.2M	$1.2B	1,014	40%
Elevated Capital Advisors, LLC	Low $490K	$500M	1,006	13%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Hill Investment Group	Very High $2.9M	$1.1B	380	55%
EdgeRock Wealth Management	High $1M	$560M	564	28%
Virtus Financial Group	Low $520K	$120M	230	20%
Wheelhouse Advisory Group, LLC	Typical $710K	$390M	548	22%
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%
Novadius Wealth Management	Typical $580K	$150M	261	15%
Dominion Portfolio Management, Inc.	Low $350K	$280M	782	3%
Mosaic Wealth	Very High $2.5M	$1.9B	774	41%
Mader & Shannon Wealth Management	Typical $710K	$240M	339	25%
Buttonwood Financial Group, LLC	High $1.5M	$500M	336	6%
Fortitude Advisory Group L.L.C.	Typical $750K	$470M	622	0%
Legacy Capital Wealth Partners, LLC	Very High $2.1M	$1.4B	660	46%
Charter Advisory Corporation	Low $470K	$270M	575	35%
Universal Financial Advisors, LLC	Typical $850K	$280M	326	21%
Parkwoods Wealth Partners, LLC	High $1.2M	$890M	717	33%
Freedom Wealth Advisors, LLC	Low $430K	$100M	238	12%
Severin Investments LLC	Typical $600K	$140M	233	22%
Prosperity Planning	High $1.4M	$530M	383	46%
Elwood & Goetz	High $1.6M	$1.1B	682	51%
Windward Private Wealth Management Inc.	High $1.3M	$300M	226	43%
Vantage Point Financial, LLC	Typical $860K	$480M	566	27%
BTC Financial Management Co.	Very Low $190K	$40M	208	1%
HDQ Wealth	Very Low $230K	$39M	173	12%
Capital Management Services, Inc.	Typical $600K	$150M	242	11%
Black Knight Wealth Management, LLC	High $1.2M	$540M	444	19%
Apforia	Very Low $270K	$98M	368	15%
Zemenick & Walker Inc	Very High $9.5M	$2.5B	264	87%
Elk River Wealth Management LLC	Very High $3.6M	$890M	251	56%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
KCPAG Financial Advisors LLC	Very Low $45K	$19M	425	0%
OFG Financial Services, Inc.	Very Low $250K	$210M	850	0%
Argos Capital Partners, LLC	Very High $32M	$1.9B	60	100%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Lasting Mark Retirement Group LLC	Low $330K	$86M	864	1%
Dale K. Ehrhart, Inc.	Very High $4.4M	$500M	114	81%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
Freestate Advisors LLC	Typical $740K	$180M	244	34%
Chief Advisors Corp	Low $380K	$71M	185	4%
Feltl Advisors	Low $390K	$160M	395	0%
Sunpointe Investments	Very High $2.5M	$770M	309	55%
Private Wealth Asset Management	Very High $4.5M	$2.5B	559	73%
Hamel Associates, Inc.	Very High $4.3M	$520M	123	55%
Tushaus Wealth Management	Typical $610K	$75M	122	27%
Northstar Asset Management, Inc.	Very High $3.8M	$640M	169	64%
Sound Stewardship, LLC	High $1.5M	$280M	190	68%
MDRN Capital	Typical $600K	$340M	569	75%
Savvi Financial LLC	Low $330K	$45M	135	9%
Brand Asset Management Group, Inc.	Very High $3.2M	$1.1B	355	25%
ProPartners Wealth	Low $430K	$62M	146	14%
LRI Investments	Very High $4M	$1.9B	477	45%
Vestech Asset Management Inc.	Low $360K	$100M	278	0%
Anderson Hoagland & Co	Very High $7M	$950M	136	82%
API Financial Advisors, LLC	Low $370K	$85M	227	4%
Altitude Capital Management LLC	Very Low $210K	$100M	488	26%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Moment Private Wealth	Very High $3.4M	$360M	105	62%
Capital Synergy Partners	Low $310K	$100M	331	34%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
GreenLeaf Financial Network, LLC	Typical $620K	$120M	189	21%
Fidelis Capital	Very High $8.7M	$1.9B	218	80%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
American Elite Advisory	Very Low $270K	$19M	73	0%
Equity Advisors, LLC	Low $330K	$36M	108	0%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Investment Research Corp	Low $310K	$51M	163	2%
Central States Capital Markets, LLC	High $1.2M	$7.4M	6	50%
TBG-Bedford Group LLC	—	—	—	—

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