AUM per client for Team firms serving clients in Oklahoma

Team firms active in Oklahoma 91 firms

Very Low $180K-$310K

Low $310K-$570K

Typical $570K-$850K

High $850K-$1.5M

Very High $1.5M-$2.5M

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

Median: $720K

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Firm	AUM/client	AUM	Clients	HNW client %
Tom Johnson Investment Management, LLC	Very Low $270K	$1.5B	5,437	25%
Talon LLC	Low $550K	$1.1B	1,921	5%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Forge Financial	Low $310K	$1.5B	4,674	23%
Melia Wealth LLC	Low $480K	$560M	1,163	13%
Oasis Advisors	Very Low $54K	$270M	4,987	1%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Gaddis Premier Wealth Advisors LLC	Very Low $250K	$370M	1,458	15%
Scarborough Capital Management	Typical $620K	$1.6B	2,664	27%
Retirement Investment Advisors Inc	High $1M	$1.4B	1,399	29%
Drawbridge Capital	Very Low $230K	$220M	972	37%
Sutterfield Financial Group, Inc.	Very Low $180K	$170M	989	5%
Alliance Wealth Management Partners LLC	Very Low $310K	$220M	706	16%
Fourpath Capital Management, LLC	High $1.1M	$860M	769	28%
United Advisors America	Very Low $160K	$450M	2,809	2%
Westside Investment Management, LLC	High $910K	$760M	839	44%
Advisers Investment Management, Inc.	Very Low $180K	$100M	572	3%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
Trinity Strategic Wealth	Typical $840K	$1.5B	1,735	10%
Stephens Group Asset Management, LLC	Very High $6.6M	$1.3B	200	56%
ALTA Capital Management LLC	High $850K	$1B	1,193	24%
Probity Advisors, Inc.	High $1.2M	$660M	543	28%
Rhodes Investment Advisors, Inc.	Low $370K	$290M	799	0%
The Advisory Resource Group, LLC	High $1.3M	$930M	709	21%
Curran Financial Partners, LLC	Low $500K	$650M	1,314	9%
Tactive Advisors, LLC	Very Low $210K	$340M	1,564	3%
Andrew Garrett, Inc.	Low $390K	$440M	1,118	45%
Phillips and Company Advisors LLC	Very High $1.7M	$1.9B	1,110	16%
Oath Planning, LLC	Typical $570K	$280M	502	12%
J M Brown Financial Partners	Low $400K	$200M	501	74%
TFB Advisors, LLC	Typical $600K	$800M	1,326	13%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Motiv8 Investments LLC	Very Low $300K	$220M	720	6%
Pinnacle Investment Advisors	Typical $750K	$340M	458	28%
Vista Investment Partners LLC	High $1.2M	$560M	452	26%
Golden Reserve Retirement, LLC	Very Low $270K	$540M	2,008	4%
Council Oak Wealth Advisors	High $1.4M	$510M	370	32%
Plan Group Financial, INC.	Low $570K	$690M	1,221	12%
Rebalance LLC	Very High $2.8M	$1.8B	636	31%
Sustainable Advisors Alliance LLC	Low $410K	$230M	559	17%
Warburton Capital Management, LLC	Very High $1.6M	$670M	416	38%
Turner Financial Group, Inc.	Low $400K	$220M	547	10%
Access Financial Resources Inc.	Low $470K	$220M	472	19%
Continental Investors Services, Inc.	Low $320K	$190M	602	0%
Cirrus Capital LLC	Low $500K	$160M	330	11%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Uniting Wealth Partners	High $960K	$800M	830	78%
HoganTaylor Wealth	Very High $1.5M	$580M	379	43%
Optivise Advisory Services LLC	Very Low $230K	$290M	1,227	4%
Scissortail Wealth Management, LLC	High $1.2M	$550M	475	15%
SGL Financial, LLC	Low $470K	$410M	883	10%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
Transcendent Capital Group	Typical $710K	$360M	506	14%
Vault Wealth	Very Low $220K	$61M	275	13%
Cadent Capital Advisors, LLC	High $1.3M	$760M	602	25%
Pinion Wealth Management, LLC	High $900K	$390M	431	24%
Total Wealth Planning and Management, Inc.	Typical $580K	$240M	412	16%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Signal Securities, Inc.	Typical $600K	$680M	1,137	29%
Blue Jean Financial LLC	Low $350K	$130M	385	8%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Autumn Glory Partners, LLC	Very High $13M	$600M	47	74%
Second Line Capital, LLC	Typical $590K	$670M	1,127	25%
Fortress Private Ledger, LLC	Typical $690K	$470M	681	14%
The Legacy Financial Group, Inc.	Very High $1.9M	$590M	317	50%
Burkholder Wealth Management	High $1.4M	$380M	266	57%
Jackson Hole Capital Partners, LLC	Very High $6.8M	$950M	140	80%
Castlepoint Wealth Advisors	Very High $2.5M	$700M	277	55%
Private Client Advisor Group, LLC	Typical $580K	$110M	190	27%
OFG Financial Services, Inc.	Very Low $250K	$210M	850	0%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Integrity Financial Advisors, LLC	Low $480K	$110M	230	10%
Gibraltar Capital Management, Inc.	Very High $2.2M	$1.1B	505	48%
EverPar Advisors LLC	Very High $2.2M	$560M	250	56%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
Feltl Advisors	Low $390K	$160M	395	0%
Stronghold Capital Partners LLC	Very Low $150K	$50M	334	0%
Savvi Financial LLC	Low $330K	$45M	135	9%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
Ameritrust Investment Advisors Inc	Very Low $290K	$34M	116	13%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
Allegiant Wealth Advisors, LLC	Very High $28M	$960M	34	100%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
Leonard Investment Advisors Inc.	Typical $840K	$93M	110	34%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
Cornerstone Advisors LLC	Very High $4.8M	$280M	58	29%
TBG-Bedford Group LLC	—	—	—	—

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