AUM per client for Team firms serving clients in Montana

Team firms active in Montana 58 firms

Very Low $270K-$430K

Low $430K-$500K

Typical $500K-$990K

High $990K-$1.7M

Very High $1.7M-$4.5M

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

Median: $860K

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Firm	AUM/client	AUM	Clients	HNW client %
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Colorado Financial Service Corporation	Low $450K	$84M	188	100%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Bitterroot Capital Advisors LLC	Very High $89M	$1.8B	20	100%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
MDRN Capital	Typical $600K	$340M	569	75%
Northwest Investment Advisors, Inc.	Very Low $390K	$45M	115	0%
Panoramic Capital Partners LLC	Very High $2.4M	$390M	159	64%
Global Trust	High $1.4M	$310M	218	39%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
Meridian Wealth Advisors, LLC	Very High $5.1M	$1.7B	328	72%
Oakwood Capital, Inc.	Low $430K	$260M	608	30%
Black Knight Wealth Management, LLC	High $1.2M	$540M	444	19%
Clark Asset Management, LLC	Very High $4.8M	$1.3B	275	97%
Tandem Wealth Advisors	Typical $920K	$230M	251	38%
Capstone Wealth	Very High $2M	$320M	159	53%
Brooklyn FI, LLC	High $1.5M	$560M	373	19%
Hohimer Wealth Management, LLC	Very High $2.1M	$1.1B	535	33%
Decisionpoint Financial, LLC	Typical $990K	$590M	602	24%
SGL Investment Advisors, Inc.	Low $480K	$340M	712	14%
Private Wealth Partners, LLC	Very High $7.2M	$1.8B	253	74%
Pinion Wealth Management, LLC	Typical $900K	$390M	431	24%
Monere Wealth Management, Inc.	Typical $590K	$290M	485	48%
Mission Creek Capital Partners, Inc.	High $1.4M	$700M	499	65%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Investor FAN	Typical $900K	$790M	874	27%
Capital Management Associates Inc	Very High $1.7M	$1.5B	877	36%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Smart Money Group, LLC	Very Low $400K	$220M	556	28%
Insight Folios	Very Low $270K	$330M	1,228	6%
Financial Sense Advisors, Inc.	High $1.4M	$810M	588	32%
Professional Advisory Services Inc	Very High $2M	$1.2B	596	42%
One Charles Private Wealth	Very High $2.6M	$860M	334	58%
HORAN Wealth, LLC	High $990K	$1.4B	1,408	32%
Decker Retirement Planning Inc.	Low $470K	$360M	767	7%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Integrity Financial Corporation	Typical $500K	$600M	1,209	14%
Stack Financial Management Inc	Very High $2.4M	$1.8B	779	76%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Allied Investment Advisors LLC	High $1M	$970M	953	32%
Tandem Financial, LLC	High $1.1M	$500M	447	30%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Peak Planning Group, LLC	Typical $850K	$710M	838	21%
SLP Wealth	Very Low $38K	$64M	1,657	1%
MSH Capital Advisors LLC	Low $440K	$1B	2,257	8%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Compass Capital Corporation	Low $480K	$650M	1,367	10%
West Invest	Low $440K	$300M	684	20%
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very Low $420K	$300M	708	2%
Richards Merrill Wealth Management	Low $430K	$550M	1,270	14%
Lighthouse Wealth Strategies, LLC	Typical $980K	$840M	866	25%
McLaughlin Ryder Investments, Inc.	High $1M	$470M	465	46%
American Wealth Management	Typical $840K	$730M	873	23%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
Front Street Capital Management, Inc.	Typical $510K	$610M	1,185	17%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%

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