AUM per client for Team firms serving clients in Wyoming

Team firms active in Wyoming 37 firms

Very Low $120K-$290K

Low $290K-$500K

Typical $500K-$600K

High $600K-$1.4M

Very High $1.4M-$3.1M

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

Median: $500K

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Firm	AUM/client	AUM	Clients	HNW client %
Ascentis Asset Management, LLC	—	$0	—	—
Latin Securities Inc.	Very High $1.5M	$35M	23	52%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Colorado Financial Service Corporation	Low $450K	$84M	188	100%
Landolt Securities, Inc.	High $610K	$110M	173	100%
Empirikal Partners LLC	Typical $500K	$87M	175	75%
Trail Ridge Investment Advisors, LLC	Very High $1.5M	$240M	158	32%
Savvi Financial LLC	Low $330K	$45M	135	9%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
One Wealth Map, LLC	High $1.3M	$290M	223	31%
Fidelis Wealth Advisors	High $870K	$170M	191	45%
Pinion Wealth Management, LLC	High $900K	$390M	431	24%
Traction Financial Partners	High $840K	$270M	326	61%
American Wealth Management, Inc.	Typical $560K	$310M	550	30%
Smart Money Group, LLC	Low $400K	$220M	556	28%
Continental Investors Services, Inc.	Low $320K	$190M	602	0%
Certior Financial Group, LLC	High $940K	$450M	476	35%
SteadTrust	High $920K	$600M	651	24%
Salus Financial Advisors	High $720K	$260M	365	25%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
Planning Alternatives Ltd	Very High $2.2M	$1.5B	669	48%
Wood Wealth Group, LLC	Very Low $150K	$56M	373	4%
Integrity Financial Corporation	Typical $500K	$600M	1,209	14%
Worthpointe	Very High $1.6M	$1B	622	37%
Vantage Point Wealth Management	Very Low $270K	$330M	1,219	27%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
New Wave Wealth Advisors	High $770K	$380M	496	22%
TFB Advisors, LLC	Typical $600K	$800M	1,326	13%
Beam Wealth Advisors, Inc.	High $630K	$1.4B	2,207	20%
Andrew Garrett, Inc.	Low $390K	$440M	1,118	45%
TCP Asset Management, LLC	Typical $530K	$1.2B	2,221	13%
Financial Action, Inc.	Very Low $220K	$100M	464	7%
Preferred Retirement Options, Inc	—	—	480	0%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
ALTA Capital Management LLC	High $850K	$1B	1,193	24%
Roseman Wagner Wealth Management	Very High $2.2M	$1.3B	580	47%
Navigation Wealth Management	Very Low $110K	$100M	954	1%
Harfst and Associates, Inc.	Very High $1.4M	$710M	499	26%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%

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