AUM per client for Team firms serving clients in Nevada

Team firms active in Nevada 123 firms

Very Low $190K-$330K

Low $330K-$610K

Typical $610K-$860K

High $860K-$1.7M

Very High $1.7M-$5.2M

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

Median: $740K

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Firm	AUM/client	AUM	Clients	HNW client %
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
NBC Capital Advisors	Low $330K	$720M	2,183	41%
Axos Invest, Inc	Very Low $22K	$150M	6,792	0%
RPG Investment Advisory, LLC	High $1.1M	$1B	953	100%
Wilsey Asset Management Incorporated	Typical $810K	$690M	844	18%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Financial Management Strategies, Inc.	Low $330K	$620M	1,852	32%
Channel Wealth, LLC	Low $410K	$810M	1,974	43%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Chatterton & Associates	High $860K	$1.3B	1,542	26%
Scarborough Capital Management	Typical $620K	$1.6B	2,664	27%
American Wealth Management	Typical $840K	$730M	873	23%
Financial Designs Corporation	High $990K	$510M	515	34%
Jeppson Wealth Management, LLC	Typical $750K	$740M	975	56%
Triumph Capital Management	Very Low $280K	$620M	2,193	17%
KPP Advisory Services LLC	Very Low $310K	$1.2B	3,995	8%
Total Investment Management, Inc.	High $1.1M	$1.4B	1,184	34%
Lighthouse Wealth Strategies, LLC	High $980K	$840M	866	25%
Aljian Capital Management	High $1.4M	$610M	428	36%
Planned Solutions, Inc.	Typical $810K	$670M	827	28%
Werba Rubin Papier Wealth Management, LLC	Very High $2M	$1.4B	670	47%
American Financial Advisors Inc	High $1.6M	$1.3B	799	53%
Check Capital Management Inc	Very High $1.9M	$2.2B	1,192	100%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
Albitz/Miloe and Associates, Inc.	High $1.2M	$810M	657	32%
Compak Asset Management	High $860K	$1.5B	1,734	67%
WealthPLAN Partners	Typical $640K	$1.1B	1,677	15%
AdviceOne Advisory Services, LLC	High $1.4M	$2B	1,449	54%
Teton Wealth Group LLC	Very Low $240K	$200M	828	0%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Bauman Wealth Advisors	Low $420K	$200M	491	9%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
Palisade Investments, LLC	Low $570K	$330M	578	24%
Preferred Retirement Options, Inc	—	—	480	0%
WT Wealth Management, LLC	Low $360K	$410M	1,133	9%
Windsor Capital Management, LLC	High $1.4M	$620M	458	40%
PR Wealth Management Group	Low $350K	$160M	456	8%
SyntheticFi LLC	High $1.6M	$990M	624	0%
TCP Asset Management, LLC	Low $530K	$1.2B	2,221	13%
Blakeslee & Blakeslee Financial Advisers Inc.	Low $480K	$380M	797	15%
GK Wealth Management LLC	Low $490K	$260M	525	24%
Tactive Advisors, LLC	Very Low $210K	$340M	1,564	3%
Van Hulzen Financial Advisors	High $1.2M	$1.7B	1,389	27%
Andrew Garrett, Inc.	Low $390K	$440M	1,118	45%
Epsilon Financial Group, Inc.	High $1.4M	$600M	428	38%
Phillips and Company Advisors LLC	Very High $1.7M	$1.9B	1,110	16%
RVW Wealth LLC	High $1.4M	$1.2B	834	3%
Confidence Wealth Management, Inc.	Typical $610K	$450M	737	26%
Fortitude Financial LLC	Typical $690K	$280M	408	17%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Cassady Wealth & Retirement Planning L.L.C.	Typical $620K	$240M	392	18%
National Wealth Management Group, LLC	Low $400K	$530M	1,308	10%
Black Card Circle	Very Low $210K	$97M	460	7%
SLOY, DAHL & HOLST, LLC	Very High $2M	$890M	448	37%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
Lazari Capital Management, Inc.	Typical $690K	$500M	731	17%
Elevage Partners, LLC	Low $420K	$150M	365	6%
Decker Retirement Planning Inc.	Low $470K	$360M	767	7%
Mission Financial Group, LLC	Typical $740K	$260M	346	17%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
Financial Management Network Inc	High $1.1M	$1.5B	1,379	33%
Prosperitas Financial, LLC	Low $400K	$700M	1,745	9%
Bangerter Financial Services, Inc.	Very Low $210K	$68M	317	11%
Abundo Wealth	—	—	695	0%
Whitwell Advisors	Very Low $320K	$100M	312	18%
Statheros Financial Solutions, Inc.	High $1M	$550M	555	29%
Desert Rose Capital Management, Inc.	Very Low $170K	$120M	723	5%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Investor FAN	High $900K	$790M	874	27%
Castle Coast Wealth, LLC	High $1.3M	$370M	288	47%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Private Wealth Partners, LLC	Very High $7.2M	$1.8B	253	74%
The Investment Counsel Company	Very High $5.2M	$2.1B	401	96%
Sound Financial, LLC	Typical $850K	$210M	248	27%
Signal Securities, Inc.	Low $600K	$680M	1,137	29%
RB Capital Management, LLC	High $1.4M	$880M	636	31%
Future Capital Management Inc.	Very Low $210K	$72M	338	8%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Alliance Advisory & Securities, LLC	High $1M	$680M	663	34%
Hohimer Wealth Management, LLC	Very High $2.1M	$1.1B	535	33%
Forthright Capital	Very Low $110K	$110M	978	1%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Buckley Wealth	Very High $2.4M	$500M	210	59%
Union Capital Company	Low $360K	$150M	414	6%
BCN Financial, Inc.	—	—	322	0%
Fortress Private Ledger, LLC	Typical $690K	$470M	681	14%
Alterna Wealth Management, Inc.	Typical $860K	$990M	1,151	55%
Everspire	Very Low $310K	$250M	803	6%
Arista Wealth Management, LLC	Very High $2.6M	$980M	377	43%
Altfest Personal Wealth Management	Very High $2.6M	$1.8B	686	63%
The Investment House LLC	Very High $6.5M	$1.9B	288	77%
Benefit Financial Services Group	High $1.6M	$1.4B	861	38%
Dark Horse Advisors LLC	High $1M	$180M	178	10%
WEALTH MANAGEMENT Group	Very Low $190K	$32M	170	6%
Weatherly Asset Management	Very High $4.4M	$1.6B	371	76%
Alaethes Wealth, LLC	Very High $5.2M	$510M	97	84%
One Wealth Map, LLC	High $1.3M	$290M	223	31%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
AIRE Advisors, LLC	Very High $2.8M	$940M	340	88%
West Ridge Advisors	Low $510K	$190M	361	15%
Argos Wealth Advisors LLC	Very High $4.2M	$990M	234	19%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
SimplyRIA Advisor Network	Low $350K	$210M	602	8%
Intercarolina Financial Services, Inc.	Very Low $320K	$85M	271	5%
Laffer Tengler Investments, Inc.	Very High $2.4M	$580M	243	40%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
Summit Portfolio Management LLC	Very High $1.9M	$210M	113	50%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Avisen Advisors, LLC	Very High $2M	$370M	191	48%
Your Choice Financial LLC	Very Low $310K	$40M	126	12%
LRI Investments	Very High $4M	$1.9B	477	45%
American Northwest Advisory Services L.L.C.	Low $430K	$41M	95	38%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
Ducere Wealth Management	Very High $3.8M	$490M	128	41%
McNally Financial Services Corporation	Very Low $190K	$27M	140	9%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
MDX Wealth Management	Typical $630K	$66M	105	0%
AMC Wealth Management, LLC	Typical $740K	$75M	101	0%
Vision Investment Advisors, LLC	High $1.1M	$130M	127	43%
Equity Advisors, LLC	Low $330K	$36M	108	0%
7Two	Very High $3.2M	$170M	54	78%
Q3 Advisors, LLC	—	—	224	0%
Kingsbridge Wealth Management, Inc.	Very High $8.8M	$440M	50	90%
Colmina, LLC	Very High $2.1M	$85M	40	45%

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