AUM per client for Enterprise firms serving clients in New York

Enterprise firms active in New York 84 firms

Very Low $130K-$230K

Low $230K-$250K

Typical $250K-$570K

High $570K-$710K

Very High $710K-$4.1M

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

Median: $310K

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Firm	AUM/client	AUM	Clients	HNW client %
Pathstone	Very High $46M	$91B	1,979	93%
IEQ Capital, LLC	Very High $25M	$57B	2,300	100%
TLG Advisors, INC.	Typical $430K	$2.2B	5,018	6%
ESI Financial Advisors	Very Low $220K	$2.6B	11,897	26%
Citigroup Global Markets	Very High $710K	$41B	58,096	40%
First Citizens Investor Services, Inc.	Typical $340K	$2.6B	7,563	9%
VOYA Financial Advisors, Inc.	Low $240K	$3.9B	16,313	19%
Cresset Asset Management, LLC	Very High $15M	$70B	4,746	77%
Capital Analysts	Typical $540K	$8.4B	15,611	19%
Bankers Life Advisory Services, Inc.	Very Low $170K	$2.5B	14,275	0%
OSAIC Institutions, INC.	Typical $310K	$4.9B	15,798	0%
HB Wealth	Very High $4.8M	$23B	4,808	66%
T. Rowe Price Advisory Services, Inc.	Typical $440K	$5.9B	13,517	0%
HSBC SECURITIES (USA) Inc.	Typical $310K	$3.7B	12,045	15%
Integrity Alliance, LLC	Typical $450K	$4.8B	10,660	10%
Oppenheimer	High $610K	$23B	37,047	3%
Principal Financial Services	Typical $320K	$17B	51,650	5%
Cerity partners LLC	Very High $4.6M	$110B	24,945	58%
Transamerica Financial Advisors	Very Low $49K	$2.1B	42,497	3%
LIDO	Very High $2.9M	$38B	13,043	75%
Primerica Advisors	Low $230K	$19B	80,267	22%
Advice and Planning Services	Typical $520K	$38B	72,469	65%
WealthSpire Advisors	Very High $3.4M	$33B	9,736	57%
CIBC Private Wealth Advisors, Inc.	Very High $5.5M	$44B	8,083	25%
Corient	Very High $6.1M	$160B	25,963	75%
Sanctuary Advisors, LLC	Very High $1.6M	$31B	19,025	23%
ROCKEFELLER Capital Management	Very High $1.7M	$82B	47,801	32%
FIFTH THIRD SECURITIES, Inc.	Very Low $230K	$11B	46,299	4%
Davenport & Company LLC	Very High $1.1M	$18B	16,855	34%
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	Typical $270K	$6.9B	25,351	6%
Ameritas Advisory Services, LLC	Typical $450K	$13B	29,363	3%
Eagle Strategies (NY Life)	Low $240K	$31B	132,722	20%
Independent Financial Group, LLC	Typical $470K	$12B	25,896	9%
Mariner	Very High $2.1M	$120B	54,583	41%
Savant Wealth Management	Very High $1.9M	$44B	22,683	29%
Hightower Advisors	Very High $2.8M	$180B	62,807	46%
Hantz financial Services, Inc.	Typical $420K	$9.9B	23,624	10%
Gotham Asset Management, LLC	Very High $57M	$14B	245	100%
EP Wealth Advisors	Very High $2.1M	$42B	19,618	8%
Hornor, Townsend & kent, LLC	Typical $290K	$8.2B	27,999	2%
Focus Partners Wealth, LLC	Very High $2.6M	$160B	61,002	49%
Truist Advisory Services	Typical $560K	$71B	126,145	26%
J. W. Cole Advisors, Inc.	Typical $260K	$7.9B	30,867	4%
SPC	Very Low $190K	$5.9B	30,595	3%
Beacon Pointe Advisors, LLC	Very High $1.7M	$49B	29,565	39%
Benjamin F. Edwards & Company, Incorporated	Typical $550K	$18B	32,532	1%
Stratos Wealth Partners, Ltd	High $710K	$18B	24,844	17%
Integrated Wealth Concepts LLC	Very High $720K	$18B	25,274	37%
Capital Group Private Client Services, Inc.	Very High $4.1M	$32B	7,684	100%
Creative Planning	Very High $2.1M	$180B	87,051	45%
Kestra Advisory	High $620K	$71B	115,285	23%
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	Typical $410K	$12B	30,039	16%
Newedge Advisors	Very High $810K	$40B	48,809	27%
Osaic Advisory Services, LLC	Typical $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.	Very Low $210K	$13B	60,162	0%
Centaurus Financial, Inc.	Very Low $190K	$7.3B	37,955	1%
D.A. DAVIDSON & Co.	Typical $550K	$38B	68,135	27%
First Manhattan Co. LLC	Very High $5.6M	$34B	6,080	63%
Goldman Sachs Wealth Services	Very Low $220K	$25B	115,350	34%
William Blair & Company L.L.C.	Very High $1.5M	$53B	35,296	26%
First Command Advisory Services	Very Low $210K	$24B	113,511	3%
Schwab Wealth Advisory	—	—	168,774	0%
Allworth financial, L.P.	Very High $1.1M	$32B	28,786	32%
&PARTNERS	Typical $380K	$21B	53,863	22%
Commonwealth Financial Network	High $570K	$200B	355,973	12%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
PNC Wealth Management	Very Low $180K	$29B	160,885	2%
Planmember Securities Corporation	Very Low $130K	$9.2B	69,441	1%
Independent Financial partners	Very Low $230K	$12B	52,539	35%
Brookstone Capital Management LLC	Low $230K	$13B	54,810	9%
Empower Advisory Group	Typical $570K	$170B	293,347	7%
Janney Montgomery Scott	Typical $410K	$98B	239,764	42%
Private Advisor Group, LLC	Typical $300K	$42B	139,740	16%
Valic Financial Advisors	Very Low $100K	$29B	292,989	1%
Wells Fargo Investment Institute, Inc.	Very High $3.1M	$35B	11,181	98%
Lincoln Investment	Very Low $160K	$22B	138,132	3%
Transamerica Retirement Advisors, LLC	Very Low $82K	$17B	212,700	0%

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