AUM per client for Enterprise firms serving clients in Maine

Enterprise firms active in Maine 47 firms

Very Low $100K-$210K

Low $210K-$230K

Typical $230K-$270K

High $270K-$310K

Very High $310K-$1.4M

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

Median: $230K

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Firm	AUM/client	AUM	Clients	HNW client %
ESI Financial Advisors	Low $220K	$2.6B	11,897	26%
VOYA Financial Advisors, Inc.	Typical $240K	$3.9B	16,313	19%
Capital Analysts	Very High $540K	$8.4B	15,611	19%
Bankers Life Advisory Services, Inc.	Very Low $170K	$2.5B	14,275	0%
OSAIC Institutions, INC.	Very High $310K	$4.9B	15,798	0%
HSBC SECURITIES (USA) Inc.	Very High $310K	$3.7B	12,045	15%
Integrity Alliance, LLC	Very High $450K	$4.8B	10,660	10%
Oppenheimer	Very High $610K	$23B	37,047	3%
Principal Financial Services	Very High $320K	$17B	51,650	5%
Primerica Advisors	Typical $230K	$19B	80,267	22%
Advice and Planning Services	Very High $520K	$38B	72,469	65%
CIBC Private Wealth Advisors, Inc.	Very High $5.5M	$44B	8,083	25%
Mercer Global Advisors Inc.	Very High $2.2M	$78B	35,044	53%
Mai Capital Management, LLC	Very High $2.2M	$34B	15,740	31%
key Investment Services LLC	Typical $250K	$8.8B	34,509	3%
TD private Client Wealth LLC	High $270K	$6.9B	25,351	6%
Ameritas Advisory Services, LLC	Very High $450K	$13B	29,363	3%
Eagle Strategies (NY Life)	Typical $240K	$31B	132,722	20%
Hightower Advisors	Very High $2.8M	$180B	62,807	46%
EP Wealth Advisors	Very High $2.1M	$42B	19,618	8%
Truist Advisory Services	Very High $560K	$71B	126,145	26%
SPC	Very Low $190K	$5.9B	30,595	3%
Benjamin F. Edwards & Company, Incorporated	Very High $550K	$18B	32,532	1%
Integrated Wealth Concepts LLC	Very High $720K	$18B	25,274	37%
Clearstead; Clearstead Advisory Solutions	Very High $4.9M	$21B	4,311	50%
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	Very High $410K	$12B	30,039	16%
Newedge Advisors	Very High $810K	$40B	48,809	27%
Osaic Advisory Services, LLC	Very High $510K	$15B	29,516	13%
GWN Securities Inc.	Very Low $130K	$4.7B	37,763	6%
Steward Partners Investment Advisory, LLC	Very High $810K	$32B	39,386	62%
Prime Capital Financial	Very High $850K	$19B	22,129	25%
wealth Enhancement Advisory Services, LLC	Very High $1.4M	$110B	80,986	34%
Cwm, Llc	Very High $880K	$46B	52,263	14%
Citizens Securities, Inc.	Low $210K	$13B	60,162	0%
Centaurus Financial, Inc.	Very Low $190K	$7.3B	37,955	1%
D.A. DAVIDSON & Co.	Very High $550K	$38B	68,135	27%
First Command Advisory Services	Low $210K	$24B	113,511	3%
Schwab Wealth Advisory	—	—	168,774	0%
&PARTNERS	Very High $380K	$21B	53,863	22%
Commonwealth Financial Network	Very High $570K	$200B	355,973	12%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
Brookstone Capital Management LLC	Typical $230K	$13B	54,810	9%
Empower Advisory Group	Very High $570K	$170B	293,347	7%
Janney Montgomery Scott	Very High $410K	$98B	239,764	42%
Private Advisor Group, LLC	High $300K	$42B	139,740	16%
Valic Financial Advisors	Very Low $100K	$29B	292,989	1%
AE Wealth Management, LLC	Very High $390K	$49B	127,213	7%
Lincoln Investment	Very Low $160K	$22B	138,132	3%

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