AUM per client for Team firms serving clients in Utah

Team firms active in Utah 153 firms

Very Low $160K-$300K

Low $300K-$540K

Typical $540K-$860K

High $860K-$1.4M

Very High $1.4M-$2.9M

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

Median: $700K

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Firm	AUM/client	AUM	Clients	HNW client %
Ocean Path Advisors, LLC	—	—	—	—
Exponent Wealth LLC	High $1.3M	$32M	25	64%
Cynosure Portfolio Advisors LLC	Very Low $120K	$5.8M	48	0%
Hurley Investments, LLC	Low $540K	$30M	56	25%
Q3 Advisors, LLC	—	—	224	0%
7Two	Very High $3.2M	$170M	54	78%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
AMC Wealth Management, LLC	Typical $740K	$75M	101	0%
North Capital	Very High $1.4M	$270M	170	27%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
PracticeCFO Investments	Typical $800K	$170M	211	60%
LRI Investments	Very High $4M	$1.9B	477	45%
Forefront	Low $420K	$240M	572	18%
Fort Point Capital Partners LLC	Very High $5.7M	$2.5B	431	80%
Savvi Financial LLC	Low $330K	$45M	135	9%
Searcy Financial Services, Inc.	Very High $2.3M	$420M	185	56%
Black Diamond Financial, LLC	Very High $3.4M	$1.1B	335	65%
Avalan, LLC	Very High $1.6M	$430M	265	46%
Solidarity Wealth, LLC	Very High $3.2M	$700M	218	80%
SimplyRIA Advisor Network	Low $350K	$210M	602	8%
Beacon Financial Planning, LLC	Low $490K	$62M	126	14%
Stronghold Capital Partners LLC	Very Low $150K	$50M	334	0%
Kera Capital Partners	Very High $3.8M	$1.2B	310	91%
Cabin Advisors, LLC	Low $490K	$180M	368	30%
Feltl Advisors	Low $390K	$160M	395	0%
Keeler Thomas Management LLC	Very High $2.3M	$300M	132	42%
Dutch Asset Corporation	Typical $780K	$170M	219	27%
Parsonex Advisory Services, Inc.	Typical $720K	$240M	330	18%
Blue Barn Wealth	High $1.3M	$290M	226	20%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Argos Wealth Advisors LLC	Very High $4.2M	$990M	234	19%
Lifetime Financial, Inc.	Very Low $240K	$56M	237	8%
West Ridge Advisors	Low $510K	$190M	361	15%
Aerodigm Wealth LLC	Very High $5.8M	$1.2B	212	75%
Wealth Foundations Partners, LLC	Low $300K	$94M	311	8%
Anchor Bay Capital, Inc.	High $1.3M	$240M	187	24%
Private Client Advisor Group, LLC	Typical $580K	$110M	190	27%
One Wealth Map, LLC	High $1.3M	$290M	223	31%
Private Advisory	Very High $2.4M	$1.7B	678	42%
Albion Financial Group	Very High $2.7M	$1.9B	722	37%
Econologics Financial Advisors	Typical $570K	$170M	291	54%
Jacobson & Schmitt Advisors, LLC	High $1.4M	$600M	437	32%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Arista Wealth Management, LLC	Very High $2.6M	$980M	377	43%
Harold Dance Investments	Low $510K	$150M	302	7%
Fidelis Wealth Advisors	High $870K	$170M	191	45%
Everspire	Low $310K	$250M	803	6%
Jacobsen Capital Management	Very High $4.8M	$560M	115	63%
Amicus Financial Advisors, LLC	Typical $660K	$490M	748	16%
Fortress Private Ledger, LLC	Typical $690K	$470M	681	14%
Peace of Mind Wealth Management	High $870K	$280M	324	46%
Narus Financial Partners, LLC	Very High $2.5M	$500M	203	34%
Nilsine Partners, LLC	Very High $2.8M	$1.5B	540	51%
JGP Wealth Management, LLC	Very High $1.7M	$1.3B	771	49%
Forthright Capital	Very Low $110K	$110M	978	1%
Squire Wealth Advisors	Typical $800K	$430M	539	37%
Statera Wealth Management	Typical $800K	$180M	230	23%
Promontory Financial Planning, LLC	Typical $560K	$320M	565	12%
Secure Investment Management, LLC	Very Low $46K	$43M	942	0%
Elevated Capital Advisors, LLC	Low $490K	$500M	1,006	13%
Stepp & Rothwell Inc	Very High $3.1M	$1B	339	81%
RPG Family Wealth Advisory, LLC	High $1.2M	$630M	537	25%
Soulence Wealth Management	Very Low $240K	$95M	393	5%
Doceo Wealth, LLC	Typical $820K	$250M	300	65%
Peterson Wealth Advisors, LLC	High $1.2M	$780M	653	34%
Hudson Value Partners, LLC	Very High $3.3M	$670M	203	59%
Elysium Wealth Management, LLC	Low $460K	$350M	765	19%
Interwise	High $1M	$310M	307	49%
Gallacher Capital Management, LLC	High $1M	$510M	513	23%
Three Seasons Wealth	Very High $3.3M	$1.2B	372	37%
Ashworth Wealth, LLC	High $1M	$280M	270	29%
Rademacher Financial, Inc.	Typical $570K	$190M	330	13%
Sovereign Financial Group, Inc.	Typical $830K	$1.1B	1,288	22%
Wealth Management CPAs, LLC	Typical $830K	$330M	395	15%
The Norden Group LLC	Very High $1.4M	$1.7B	1,271	23%
Kinetic Investment Management, Inc.	Low $310K	$450M	1,453	5%
Investor FAN	High $900K	$790M	874	27%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Desert Rose Capital Management, Inc.	Very Low $170K	$120M	723	5%
Coign Capital Advisors LLC	High $860K	$370M	427	41%
Net Worth Advisory Group, LLC	High $970K	$840M	862	31%
Victrix Investment Advisors	Typical $780K	$340M	435	21%
Abundo Wealth	—	—	695	0%
Bangerter Financial Services, Inc.	Very Low $210K	$68M	317	11%
Insight Folios	Very Low $270K	$330M	1,228	6%
Asset One Wealth Management, LLC	Typical $800K	$940M	1,170	24%
Diamond Wealth Management, LLC	Typical $540K	$210M	391	42%
Financial Management Network Inc	High $1.1M	$1.5B	1,379	33%
Continental Investors Services, Inc.	Low $320K	$190M	602	0%
HORAN Wealth, LLC	High $990K	$1.4B	1,408	32%
Drive Wealth Advisers	High $1.4M	$1.5B	1,073	31%
New Millennium Group	Very Low $280K	$250M	881	4%
LPG Capital Management	Low $320K	$110M	340	17%
Madrona Financial & CPAs	High $980K	$680M	689	41%
Adams Wealth Advisors	Typical $700K	$490M	691	19%
Matrix Private Capital Group	Very High $2.2M	$450M	208	60%
Decker Retirement Planning Inc.	Low $470K	$360M	767	7%
Andina Advisors	Very High $1.5M	$970M	632	35%
Compass Wealth Management LLC	Very High $1.8M	$660M	367	42%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
BetterWealth LLC	Very High $1.7M	$650M	373	58%
Dentist Advisors	Typical $640K	$480M	752	22%
Cadinha & Co LLC	Very High $1.7M	$1B	606	47%
Pinkerton Wealth Partners	High $1.1M	$1.3B	1,233	31%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Refined Wealth Management	Low $520K	$210M	408	17%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Regatta Capital Group, LLC	High $1.2M	$1.3B	1,088	43%
TrueNorth Wealth	High $1.3M	$1.1B	843	31%
Beam Wealth Advisors, Inc.	Typical $630K	$1.4B	2,207	20%
Romano Wealth Management	Very High $1.5M	$1.4B	934	51%
Navalign, LLC	High $980K	$670M	680	35%
Phillips and Company Advisors LLC	Very High $1.7M	$1.9B	1,110	16%
Alliance Wealth Advisors, LLC	Typical $720K	$550M	770	18%
Andrew Garrett, Inc.	Low $390K	$440M	1,118	45%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
My Prosper Team	Very Low $130K	$58M	438	10%
Windsor Capital Management, LLC	High $1.4M	$620M	458	40%
Tencap Wealth Coaching	Low $370K	$270M	736	7%
Cyr Financial Inc.	Low $380K	$180M	472	10%
WT Wealth Management, LLC	Low $360K	$410M	1,133	9%
Preferred Retirement Options, Inc	—	—	480	0%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
M2 Financial LLC	Very Low $160K	$82M	514	1%
Teton Wealth Group LLC	Very Low $240K	$200M	828	0%
Peterson Wealth Services Inc.	High $1.1M	$490M	445	12%
Oak Lane Advisors	Low $420K	$370M	898	29%
MSH Capital Advisors LLC	Low $440K	$1B	2,257	8%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
Lone Peak Advisers	Very Low $140K	$130M	905	6%
Roseman Wagner Wealth Management	Very High $2.2M	$1.3B	580	47%
Physician Wealth Advisors, Inc.	High $1.2M	$1.3B	1,088	34%
Openair Financial, LLC	Low $370K	$320M	860	19%
Berthel Fisher & Company Financial Services, Inc.	Very Low $270K	$880M	3,323	1%
Smedley Financial Services Inc	Low $440K	$340M	774	9%
Parkshore Wealth Management	High $980K	$510M	522	30%
Driven Investments LLC	Very Low $200K	$240M	1,192	1%
Drucker Wealth	High $1.1M	$770M	721	46%
Total Investment Management, Inc.	High $1.1M	$1.4B	1,184	34%
American Wealth Management	Typical $840K	$730M	873	23%
Integrated Capital Management, Inc.	Very Low $170K	$150M	882	1%
Ignite Planners LLC	Very Low $240K	$1.1B	4,605	10%
Ascend Investment Partners	Typical $670K	$620M	931	20%
Sand Creek Capital, LLC	Low $400K	$380M	939	33%
Strategic Planning Group	Typical $560K	$880M	1,582	22%
Fermata Advisors	Very Low $240K	$690M	2,815	25%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Chatterton & Associates	High $860K	$1.3B	1,542	26%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Iron Gate Global Advisors	Typical $630K	$1.1B	1,760	30%
Navigate Private Wealth, LLC	Very Low $270K	$530M	1,929	11%
Oasis Advisors	Very Low $54K	$270M	4,987	1%
Financial Network Wealth Advisors LLC	Very Low $260K	$460M	1,764	6%
Global Assets Advisory, LLC	Very Low $210K	$550M	2,572	8%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Wilsey Asset Management Incorporated	Typical $810K	$690M	844	18%
RPG Investment Advisory, LLC	High $1.1M	$1B	953	100%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%

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