AUM per client for Team firms serving clients in West Virginia

Team firms active in West Virginia 31 firms

Very Low $240K-$440K

Low $440K-$570K

Typical $570K-$870K

High $870K-$1.8M

Very High $1.8M-$3.5M

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

Median: $610K

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Firm	AUM/client	AUM	Clients	HNW client %
Investment Research Corp	Very Low $310K	$51M	163	2%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
The Coury Firm	Very High $3.5M	$730M	206	57%
Brown Edwards Wealth Strategies	High $1.5M	$300M	200	37%
Wealth Foundations Partners, LLC	Very Low $300K	$94M	311	8%
Partners in Financial Planning, LLC	Very High $2.3M	$900M	391	9%
PlanVest Financial, Inc.	Typical $570K	$180M	307	27%
Mckinley Carter Wealth Services, Inc.	Very High $1.8M	$2.2B	1,231	54%
Henderson Brothers Financial Partners LLC	Very Low $390K	$400M	1,044	33%
BCR Financial Services, LLC	—	—	526	0%
Maridea Wealth Management	Typical $610K	$930M	1,530	47%
Bason Asset Management	Very High $6.2M	$840M	135	89%
NTV Asset Management, LLC	Very High $3M	$1B	338	29%
rebel Financial, LLC	Typical $820K	$360M	433	23%
Southland Equity Partners, LLC.	Low $500K	$890M	1,766	2%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Bookends Financial Planning	Typical $650K	$340M	520	17%
Smith & Wyatt	Very Low $290K	$210M	724	5%
Hoxton Planning & Management, LLC	High $1.6M	$580M	373	46%
Allegheny Investments	Low $470K	$640M	1,360	13%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Navellier & Associates Inc	High $870K	$1.1B	1,242	97%
Security Capital Management	Typical $570K	$1.3B	2,357	26%
Alexander Investment Services Co.	Very Low $390K	$480M	1,240	10%
Commonwealth Financial Services	Low $440K	$970M	2,216	10%
Scarborough Capital Management	Typical $620K	$1.6B	2,664	27%
FWG Investments, LLC	Very Low $180K	$330M	1,813	1%
Harvest Investment Consultants LLC	Low $510K	$520M	1,015	24%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
W&S Advisory Services, LLC	Very Low $790	$5.3M	6,689	0%

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