AUM per client for Enterprise firms serving clients in Rhode Island

Enterprise firms active in Rhode Island 50 firms

Very Low $100K-$210K

Low $210K-$210K

Typical $210K-$240K

High $240K-$550K

Very High $550K-$720K

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

Median: $230K

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Firm	AUM/client	AUM	Clients	HNW client %
Lincoln Investment	Very Low $160K	$22B	138,132	3%
AE Wealth Management, LLC	High $390K	$49B	127,213	7%
Valic Financial Advisors	Very Low $100K	$29B	292,989	1%
Private Advisor Group, LLC	High $300K	$42B	139,740	16%
Janney Montgomery Scott	High $410K	$98B	239,764	42%
Empower Advisory Group	Very High $570K	$170B	293,347	7%
Brookstone Capital Management LLC	Typical $230K	$13B	54,810	9%
Independent Financial partners	Typical $230K	$12B	52,539	35%
Planmember Securities Corporation	Very Low $130K	$9.2B	69,441	1%
PNC Wealth Management	Very Low $180K	$29B	160,885	2%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
Commonwealth Financial Network	Very High $570K	$200B	355,973	12%
First Command Advisory Services	Typical $210K	$24B	113,511	3%
Goldman Sachs Wealth Services	Typical $220K	$25B	115,350	34%
Centaurus Financial, Inc.	Very Low $190K	$7.3B	37,955	1%
Citizens Securities, Inc.	Low $210K	$13B	60,162	0%
Cwm, Llc	Very High $880K	$46B	52,263	14%
GWN Securities Inc.	Very Low $130K	$4.7B	37,763	6%
Osaic Advisory Services, LLC	High $510K	$15B	29,516	13%
Kestra Advisory	Very High $620K	$71B	115,285	23%
Integrated Wealth Concepts LLC	Very High $720K	$18B	25,274	37%
Benjamin F. Edwards & Company, Incorporated	Very High $550K	$18B	32,532	1%
Beacon Pointe Advisors, LLC	Very High $1.7M	$49B	29,565	39%
SPC	Very Low $190K	$5.9B	30,595	3%
Truist Advisory Services	Very High $560K	$71B	126,145	26%
Focus Partners Wealth, LLC	Very High $2.6M	$160B	61,002	49%
Hantz financial Services, Inc.	High $420K	$9.9B	23,624	10%
Savant Wealth Management	Very High $1.9M	$44B	22,683	29%
Mariner	Very High $2.1M	$120B	54,583	41%
Eagle Strategies (NY Life)	High $240K	$31B	132,722	20%
TD private Client Wealth LLC	High $270K	$6.9B	25,351	6%
Mai Capital Management, LLC	Very High $2.2M	$34B	15,740	31%
Mercer Global Advisors Inc.	Very High $2.2M	$78B	35,044	53%
FIFTH THIRD SECURITIES, Inc.	Typical $230K	$11B	46,299	4%
CIBC Private Wealth Advisors, Inc.	Very High $5.5M	$44B	8,083	25%
Advice and Planning Services	High $520K	$38B	72,469	65%
Primerica Advisors	Typical $230K	$19B	80,267	22%
Transamerica Financial Advisors	Very Low $49K	$2.1B	42,497	3%
Cerity partners LLC	Very High $4.6M	$110B	24,945	58%
Oppenheimer	Very High $610K	$23B	37,047	3%
Integrity Alliance, LLC	High $450K	$4.8B	10,660	10%
HSBC SECURITIES (USA) Inc.	High $310K	$3.7B	12,045	15%
OSAIC Institutions, INC.	High $310K	$4.9B	15,798	0%
Bankers Life Advisory Services, Inc.	Very Low $170K	$2.5B	14,275	0%
Capital Analysts	High $540K	$8.4B	15,611	19%
VOYA Financial Advisors, Inc.	High $240K	$3.9B	16,313	19%
Citigroup Global Markets	Very High $710K	$41B	58,096	40%
ESI Financial Advisors	Typical $220K	$2.6B	11,897	26%
TLG Advisors, INC.	High $430K	$2.2B	5,018	6%
Pathstone	Very High $46M	$91B	1,979	93%

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