AUM per client for Team firms serving clients in Wisconsin

Team firms active in Wisconsin 166 firms

Very Low $180K-$430K

Low $430K-$750K

Typical $750K-$1.1M

High $1.1M-$1.7M

Very High $1.7M-$4.4M

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

Median: $900K

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Firm	AUM/client	AUM	Clients	HNW client %
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Uniplan Investment Counsel, Inc.	Low $430K	$740M	1,715	0%
Campbell Newman Asset Management Inc	Typical $760K	$1.1B	1,422	17%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Nest Egg	Very Low $46K	$130M	2,819	0%
N.E.W. Advisory Services, LLC	Very Low $330K	$1.6B	4,842	11%
Strategic Investment Solutions, Inc.	Very Low $290K	$750M	2,600	6%
Oasis Advisors	Very Low $54K	$270M	4,987	1%
The Life Group Financial Services	Very Low $120K	$150M	1,258	2%
Drake & Associates, LLC	Very Low $180K	$610M	3,401	19%
Affiliated Financial Advisors Inc	Low $600K	$540M	898	20%
Buska Wealth Management, LLC	Very Low $320K	$540M	1,698	11%
MBE Wealth Management, LLC	Very Low $290K	$750M	2,536	7%
Cedar Cove Wealth Partners	Very Low $220K	$460M	2,036	43%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Uncommon Cents Investing	Typical $870K	$510M	589	25%
Googins Advisors, Inc.	Low $640K	$500M	778	31%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Keating Financial Advisory Services	Very Low $260K	$1.3B	4,994	5%
Weitzel Financial Services, Inc.	Very Low $290K	$330M	1,134	27%
Advisors Management Group Inc	Low $430K	$820M	1,912	5%
KLCM Advisors, Inc.	Very High $2.8M	$1.8B	625	64%
IAG Wealth Partners, LLC	Typical $790K	$1.8B	2,339	23%
LVZ, Inc.	Low $450K	$1.1B	2,438	5%
Everest Financial Group	Low $520K	$1B	1,940	18%
Rothschild Wealth LLC	Low $440K	$1.6B	3,569	45%
Azzad Asset Management, Inc.	Typical $830K	$1.2B	1,494	33%
Ballast Advisors, LLC	Typical $810K	$660M	814	21%
Alongside, LLC	Very Low $410K	$870M	2,103	9%
360 Financial	Low $520K	$610M	1,177	36%
ISC Financial Advisors	Typical $940K	$1.2B	1,262	24%
Schamberger, Greylak & Utterback Wealth Management, LLC	Very Low $370K	$230M	622	30%
United Advisors America	Very Low $160K	$450M	2,809	2%
Winch Financial	Low $670K	$570M	851	17%
Ellenbecker Investment Group	Typical $900K	$2.1B	2,277	30%
Kerberrose Wealth Management, LLC	Very Low $380K	$590M	1,554	9%
Sequoia Wealth Management, LLC	Very Low $370K	$600M	1,640	6%
Cornerstone Financial Group	Very Low $380K	$220M	579	10%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Marquette Wealth Management	Very High $3.5M	$790M	224	51%
Park Capital Management, LLC	Typical $880K	$490M	557	16%
Avaii Wealth Management, LLC	Low $590K	$580M	986	19%
Leverty Financial Group, LLC	Typical $1M	$670M	655	40%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
First Financial Coaching, Inc.	Low $440K	$660M	1,500	12%
Goldstein Advisors, LLC	Typical $1M	$1.1B	1,069	31%
Enrich Financial Partners LLC	High $1.3M	$560M	425	68%
Rosemeyer Management Group	Low $750K	$860M	1,154	21%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Landaas & Company	Typical $1.1M	$1.9B	1,800	34%
Capital Investment Services of America Inc	High $1.2M	$1.1B	898	29%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
BKM Wealth Management	Typical $1M	$620M	590	34%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Form Wealth Advisors, LLC	High $1.3M	$1B	771	18%
Lifelong Wealth Advisors, Inc.	Typical $820K	$710M	865	23%
KOM Wealth Management Group, LLC	Low $720K	$410M	567	28%
Mack Investment Securities, Inc.	Low $450K	$300M	661	43%
Windsor Capital Management, LLC	High $1.4M	$620M	458	40%
FSB Premier Wealth Management, Inc.	Low $470K	$420M	894	13%
SyntheticFi LLC	High $1.6M	$990M	624	0%
McGlone Suttner Wealth Management, Inc.	High $1.4M	$980M	708	41%
Tactive Advisors, LLC	Very Low $210K	$340M	1,564	3%
Serenity Investment Advisors	Low $590K	$260M	430	15%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
FPNavigators	Typical $810K	$330M	412	17%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Vantage Point Wealth Management	Very Low $270K	$330M	1,219	27%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Bernicke Wealth Management	Typical $970K	$840M	868	41%
Apollon Financial, LLC	High $1.2M	$1.4B	1,256	34%
Strive Financial Group, LLC	Very Low $310K	$240M	769	14%
Roberts, Glore & Co.	Very High $1.9M	$730M	383	49%
CLF Asset Management, Inc.	Very Low $350K	$140M	381	26%
Great Waters Financial	Typical $760K	$1.2B	1,627	24%
Poehling Capital Management, Inc.	High $1.3M	$570M	423	38%
Klaas Financial Asset Advisors, LLC.	Low $750K	$760M	1,015	20%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Fiduciary Financial Planning Network	Low $530K	$180M	333	12%
Stevens Foster Financial Advisors	Very High $2.3M	$750M	332	45%
Excel Financial, LLC	Low $720K	$280M	392	21%
Blueprint Financial Advisors	Low $500K	$930M	1,883	2%
PJS Investment Management	Very High $1.8M	$810M	454	41%
Summit Wealth Partners, LLC	Typical $850K	$660M	770	17%
Richmond Investment Services LLC	Low $510K	$450M	877	45%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
Capstone Investment Group	Very Low $300K	$170M	560	9%
Optivise Advisory Services LLC	Very Low $230K	$290M	1,227	4%
Geneva Partners, LLC	Low $750K	$410M	550	14%
Lucas Group Financial Advisors, LLC	Typical $780K	$330M	416	18%
Highland Investment Advisors LLC	Low $580K	$350M	593	10%
Canopy Wealth Management	Very High $1.9M	$1.1B	592	49%
SGL Financial, LLC	Low $470K	$410M	883	10%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Capital Management Associates Inc	High $1.7M	$1.5B	877	36%
Milestone Investment Advisors, LLC	Very High $2M	$800M	408	53%
LCM Capital Management Inc.	Typical $780K	$350M	455	42%
Fortress Planning Group	High $1.2M	$350M	283	24%
Diversified Management Inc	Very High $5.2M	$1.7B	339	63%
Sikich Financial	Typical $990K	$1.1B	1,124	18%
BCU Wealth Advisors, LLC	Typical $750K	$650M	870	15%
Monere Wealth Management, Inc.	Low $590K	$290M	485	48%
Eagle Financial Advisors, LLC	Very Low $230K	$100M	430	1%
Evexia Wealth, LLC	Typical $930K	$380M	416	29%
Shakespeare Wealth Management, LLC	Very High $2M	$640M	312	59%
TKC Wealth Management LLC	Very Low $310K	$79M	259	75%
Oarsman Capital, Inc	High $1.7M	$1.2B	670	53%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Sentinel Advisory Group, LLC	Typical $850K	$320M	379	25%
Midwest Professional Planners, Ltd.	Typical $880K	$630M	710	37%
AZA Capital Management	Typical $930K	$310M	331	32%
The Milwealth Group, LLC	Very High $2.1M	$490M	236	76%
Walkner Condon Financial Advisors LLC	High $1.3M	$1B	799	41%
Resonant Capital Advisors, LLC	Very High $4.7M	$2.9B	609	68%
LaSalle Investment Advisors, Inc.	Low $570K	$130M	233	16%
Broadview Financial Management, LLC	Very High $2.6M	$700M	269	78%
RiverFront Investment Group, LLC	Typical $890K	$1.1B	1,185	0%
Blackhawk Capital Partners, LLC	High $1.3M	$400M	307	53%
Coyle	Very High $2.4M	$1B	438	53%
ATLATL Advisers	High $1.3M	$340M	260	39%
LSIA	Very High $4.4M	$760M	172	76%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
One Wealth Advisors, LLC	Very High $3M	$1.2B	406	61%
Isthmus Partners, LLC	Very High $3.6M	$1.3B	357	58%
Amicus Financial Advisors, LLC	Low $660K	$490M	748	16%
Endowment Wealth Management, Inc.	High $1.1M	$500M	471	31%
TrueWealth Financial Partners	Very High $1.8M	$270M	156	53%
Schaper Benz & Wise Investment Counsel Inc	Very High $4.4M	$1.7B	388	71%
Crusonia Wealth Advisors LLC	Very High $2.2M	$1.2B	540	60%
Copper Harbor Investment Advisors, LLC	Very High $3.3M	$750M	226	53%
Richardson Capital Management, LLC	Very High $2.2M	$580M	261	59%
Jacobson & Schmitt Advisors, LLC	High $1.4M	$600M	437	32%
BGM Wealth Management	Very High $2.4M	$520M	213	64%
Arcataur Capital Management LLC	Very High $1.7M	$410M	238	59%
Oakwood Capital, Inc.	Low $430K	$260M	608	30%
Mendota Financial Group, LLC	High $1.5M	$250M	166	46%
Flourish Wealth Management Inc.	Very High $2.9M	$450M	157	94%
SlateStone Wealth LLC	Very High $2.6M	$1.5B	558	55%
Entasis Asset Management LLC	High $1.2M	$180M	153	31%
Operose Advisors LLC	Very High $3.6M	$1.5B	430	70%
Lasting Mark Retirement Group LLC	Very Low $330K	$86M	864	1%
Anchor Capital Advisors LLC	Very High $2.4M	$1.1B	474	63%
Parsonex Advisory Services, Inc.	Low $720K	$240M	330	18%
Riverwater Partners LLC	Very High $3M	$480M	161	54%
Kingstone Capital Partners Texas, LLC	Typical $970K	$180M	187	20%
Feltl Advisors	Very Low $390K	$160M	395	0%
Geremia Financial Services, LLC	Typical $1M	$130M	130	24%
Boyum Wealth Architects LLC	High $1.3M	$420M	330	43%
TLW Wealth Management, LLC	High $1.5M	$170M	118	29%
Gannett Wealth Advisors	Low $660K	$89M	135	93%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
Forefront	Very Low $420K	$240M	572	18%
1834 Investment Advisors Co.	Very High $2.8M	$1B	369	57%
LRI Investments	Very High $4M	$1.9B	477	45%
Morling Financial Advisors, LLC	Very High $2.8M	$930M	333	77%
Marietta Investment Partners, LLC	Very High $4.5M	$620M	137	40%
Spectrum Investment Advisors, Inc.	High $1.2M	$480M	407	51%
Best Life Infinity, LLC	Low $440K	$48M	110	8%
DMK Advisor Group, Inc.	Very Low $280K	$84M	298	28%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
Coordinated Capital Securities, Inc.	Low $640K	$160M	248	17%
CSP Financial Group LLC	Very Low $380K	$120M	312	10%
Neptune Wealth	Low $480K	$35M	73	25%
AtCap Partners, LLC	Low $490K	$170M	342	56%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
Haese Financial Group Inc	—	—	—	—

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