AUM per client for Team firms serving clients in South Dakota

Team firms active in South Dakota 31 firms

Very Low $99K-$260K

Low $260K-$320K

Typical $320K-$610K

High $610K-$1.7M

Very High $1.7M-$3.5M

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

Median: $460K

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Firm	AUM/client	AUM	Clients	HNW client %
Q3 Advisors, LLC	—	—	224	0%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Gambit Capital Management, LLC	High $1.5M	$170M	107	46%
KFG, LLC	Very High $1.8M	$180M	100	54%
Blue Line Capital	High $860K	$100M	121	20%
Savvi Financial LLC	Typical $330K	$45M	135	9%
Tushaus Wealth Management	High $610K	$75M	122	27%
Intercarolina Financial Services, Inc.	Low $320K	$85M	271	5%
Aspen Private Advisors, LLC	High $1.6M	$190M	125	49%
Parsonex Advisory Services, Inc.	High $720K	$240M	330	18%
Elgethun Capital Management	Very High $3.5M	$1B	294	60%
Colliers Securities LLC	Typical $340K	$270M	811	9%
Oakwood Capital, Inc.	Typical $430K	$260M	608	30%
Columbia Advisory Partners, LLC	Typical $470K	$300M	630	29%
Alterna Wealth Management, Inc.	High $860K	$990M	1,151	55%
Elysium Wealth Management, LLC	Typical $460K	$350M	765	19%
Brady Martz Wealth Solutions, LLC	Very High $1.8M	$790M	439	31%
Abundo Wealth	—	—	695	0%
TCFG Investment Advisors, LLC	Low $270K	$640M	2,334	3%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
RIA Advisory Group, LLC	Low $280K	$560M	1,968	5%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
FSB Premier Wealth Management, Inc.	Typical $470K	$420M	894	13%
ALTA Capital Management LLC	High $850K	$1B	1,193	24%
Marquette Wealth Management	Very High $3.5M	$790M	224	51%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
Alternative Investment Advisors, LLC	Low $260K	$380M	1,418	5%
Sutterfield Financial Group, Inc.	Very Low $180K	$170M	989	5%
Big Sioux Wealth Management	Low $270K	$230M	843	29%
Cedar Cove Wealth Partners	Very Low $220K	$460M	2,036	43%
Hahn Financial Group	Very Low $99K	$180M	1,846	3%
Euro Pacific Asset Management, LLC	Low $280K	$990M	3,587	3%
Compass Financial Group, INC	Typical $460K	$1.2B	2,675	10%

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