AUM per client for Team firms serving clients in Texas

Team firms active in Texas 2,799 firms

Very Low $220K-$490K

Low $490K-$860K

Typical $860K-$1.4M

High $1.4M-$2.3M

Very High $2.3M-$4.9M

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

Median: $1.1M

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Firm	AUM/client	AUM	Clients	HNW client %
Invictus Private Wealth, LLC	Very High $3.7M	$1.7B	461	59%
McNamara Financial Services, Inc.	Low $850K	$790M	928	32%
Elite Wealth Management, Inc.	High $1.9M	$860M	465	37%
Kelly Financial Services LLC	Very Low $450K	$620M	1,401	15%
93 Financial Group, LLC	Low $770K	$900M	1,175	26%
StraightLine	Low $490K	$1.2B	2,358	11%
Front Street Capital Management, Inc.	Low $510K	$610M	1,185	17%
Stonecrop Wealth Advisors, LLC	Very Low $200K	$240M	1,185	39%
Lee Danner & Bass Inc	High $1.8M	$1.7B	959	100%
Richard Young Advisors	Low $610K	$1.2B	1,940	17%
Drake & Associates, LLC	Very Low $180K	$610M	3,401	19%
Evergreen Advisors, LLC	Typical $870K	$420M	487	27%
Channel Wealth, LLC	Very Low $410K	$810M	1,974	43%
Tamar Securities, LLC	Very Low $340K	$1.4B	4,198	5%
CovingtonAlsina	Very Low $230K	$280M	1,236	7%
M Financial Asset Management, Inc.	Typical $1.2M	$1.2B	995	4%
Levin Capital Strategies, L.P.	Very High $5.1M	$1.3B	250	53%
The Life Group Financial Services	Very Low $120K	$150M	1,258	2%
Parady Wealth Management	Very Low $110K	$140M	1,261	1%
Diligent Investors, LLC	Low $670K	$510M	761	25%
DT Investment Partners, LLC	Typical $1.3M	$1.7B	1,296	24%
Lineweaver Wealth Advisors	Very Low $450K	$940M	2,096	8%
BW & Associates, Inc.	Typical $1.3M	$690M	529	29%
CFM Wealth Partners LLC	Very High $3M	$810M	267	49%
Guerra Wealth Advisors	Very Low $130K	$380M	2,951	17%
Copley Financial Group, Inc.	Very Low $120K	$330M	2,690	0%
Graybill Wealth Management, Ltd.	High $1.9M	$510M	269	38%
Weaver Consulting Group, LLC	Typical $920K	$1B	1,085	35%
Navigate Private Wealth, LLC	Very Low $270K	$530M	1,929	11%
Oasis Advisors	Very Low $54K	$270M	4,987	1%
Tradewinds Capital Management, LLC	Very Low $330K	$720M	2,224	9%
Reliant Wealth Planning, LLC	Very Low $350K	$600M	1,700	38%
Valtinson Bruner Financial Planning	Very Low $360K	$710M	1,985	9%
SYCAMORE FINANCIAL GROUP	Low $680K	$770M	1,136	16%
The Capital Advisory Group Advisory Services, LLC	Very Low $360K	$520M	1,424	72%
Dynamic Financial Group	Low $620K	$540M	862	19%
AM Investment Strategies, LLC	Typical $1.3M	$730M	576	24%
Strategic Investment Solutions, Inc.	Very Low $290K	$750M	2,600	6%
Castle Rock Wealth Management, LLC	Very Low $290K	$580M	2,024	5%
O'Rourke & Company, Incorporated	Typical $930K	$540M	580	85%
Melia Wealth LLC	Very Low $480K	$560M	1,163	13%
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low $33K	$78M	2,334	0%
Vermillion Wealth Management Inc.	Very Low $290K	$420M	1,464	6%
Financial Network Wealth Advisors LLC	Very Low $260K	$460M	1,764	6%
Market Investment Group, LLC	Very Low $230K	$420M	1,814	3%
Lincoln Capital, LLC	Low $590K	$710M	1,210	53%
Capital Investment Counsel Inc	Low $750K	$910M	1,221	37%
ACT TWO INVESTORS LLC	High $2.1M	$640M	306	85%
Investment Advisory Group LLC	Low $790K	$1.2B	1,542	18%
Guardian Wealth Strategies, LLC	Typical $900K	$1.1B	1,234	30%
Financial Management Strategies, Inc.	Very Low $330K	$620M	1,852	32%
Q3 Asset Management Corporation	Very Low $140K	$390M	2,780	1%
Forge Financial	Very Low $310K	$1.5B	4,674	23%
Aspire Growth Partners LLC	Typical $1.2M	$1.1B	939	34%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Rosel Wealth Management, LLC	High $1.9M	$600M	317	56%
Global Assets Advisory, LLC	Very Low $210K	$550M	2,572	8%
Horst & Graben Wealth Management, LLC	Low $660K	$850M	1,299	17%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
Bright Financial Advisors, Inc.	Typical $1.1M	$730M	663	34%
Giverny Capital Asset Management	High $1.7M	$580M	337	66%
N.E.W. Advisory Services, LLC	Very Low $330K	$1.6B	4,842	11%
Portfolio Design Labs, LLC	High $1.6M	$550M	346	28%
McMill CPA and Advisors	Very Low $110K	$620M	5,574	25%
Van Leeuwen Retirement & Investment Services	Low $780K	$550M	700	25%
Nest Egg	Very Low $46K	$130M	2,819	0%
Cardiff Park Advisors	Very High $8.2M	$2.9B	358	100%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Woodard & Co Asset Management Group Inc	Low $610K	$1.1B	1,806	18%
Wealthcare Investment Partners LLC	Very Low $460K	$830M	1,816	25%
Tony Walker Financial	Very Low $200K	$370M	1,828	3%
Allen Wealth Management, LLC	Low $600K	$660M	1,099	18%
Benjamin F. Edwards Wealth Management, LLC	Low $620K	$690M	1,099	1%
Ridgecrest Wealth Partners, LLC	Typical $950K	$700M	739	78%
Barnes Pettey Financial Advisors, LLC	Very Low $330K	$990M	3,024	31%
Southern Financial Group, LLC	Typical $920K	$1B	1,140	31%
Compass Financial Group, INC	Very Low $460K	$1.2B	2,675	10%
Revisor Wealth Management LLC	Low $780K	$2.4B	3,070	17%
Kozak & Tripp Private Asset Management, Inc.	Typical $1M	$790M	775	20%
Alexander Labrurerie & Co., Inc.	Low $520K	$620M	1,184	26%
Tanager Wealth Management	High $1.7M	$1.3B	801	45%
Weber Asset Management, Inc.	High $1.6M	$650M	405	42%
Baltimore-Washington Financial Advisors	Low $560K	$3B	5,272	17%
American Financial Advisors, LLC.	Typical $1.1M	$940M	816	37%
MTM Financial Group, LLC	Very Low $230K	$770M	3,273	0%
Vantage Financial Group, Inc.	Very Low $330K	$820M	2,482	33%
Wilsey Asset Management Incorporated	Low $810K	$690M	844	18%
Catalyst Wealth Management LLC	Very Low $11K	$110M	9,549	0%
Weinand Financial, Inc.	Typical $1.4M	$610M	437	38%
180 Wealth Advisors, LLC	Typical $970K	$1.3B	1,320	41%
John A. Wolfe & Associates, Inc.	Typical $1.2M	$550M	446	39%
Rudney Associates	High $2M	$900M	450	56%
Oliver Capital Management	Typical $950K	$430M	452	24%
Granite Investment Partners, LLC	High $2.2M	$1B	462	58%
Miller Tabak Asset Management	Typical $1.3M	$1.2B	936	0%
Professional Financial Advisors, LLC	Very Low $150K	$500M	3,314	6%
Campbell Newman Asset Management Inc	Low $760K	$1.1B	1,422	17%
RPG Investment Advisory, LLC	Typical $1.1M	$1B	953	100%
Axos Invest, Inc	Very Low $22K	$150M	6,792	0%
Kiley Juergens Wealth Management, LLC	Low $590K	$1.7B	2,937	21%
Medallion Wealth Advisors, LLC	Very Low $200K	$500M	2,467	2%
Financial Concepts	Very Low $420K	$1.1B	2,518	12%
Mariner	Low $780K	$2.8B	3,537	1%
NBC Capital Advisors	Very Low $330K	$720M	2,183	41%
Bellatore Financial, Inc.	Typical $1.1M	$580M	547	35%
Hollow Brook Wealth Management LLC	High $2.3M	$1.3B	549	84%
Absolute Capital Management, LLC	Very Low $220K	$370M	1,663	7%
Main Street Retirement Planning, LLC	Very Low $420K	$720M	1,688	9%
Minneapolis Portfolio Management Group, LLC	Low $550K	$960M	1,732	35%
Hoey Investments, Inc.	Typical $1.3M	$790M	589	31%
Jazz Wealth Managers, Inc.	Very Low $150K	$460M	3,182	1%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Public Advisors LLC	Very Low $4.2K	$19M	4,521	22%
Atlas Capital Management Corp	Very Low $270K	$870M	3,261	3%
McGowan Group Asset Management, Inc.	Very Low $220K	$1B	4,754	23%
Sgroi Wealth Advisory Group LLC	Very Low $180K	$1.4B	7,647	2%
Estabrook Capital Management LLC	Typical $1.1M	$750M	697	21%
RSW Investments	High $1.6M	$2.3B	1,412	62%
Gearhart & Associates	Very Low $290K	$840M	2,884	7%
Retirement Management Systems	Low $620K	$1.9B	3,032	18%
Financial Directions LLC	Very Low $300K	$740M	2,488	6%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%
Fagan Associates Inc	Low $510K	$910M	1,763	14%
Tom Johnson Investment Management, LLC	Very Low $270K	$1.5B	5,437	25%

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