AUM per client for Enterprise firms serving clients in Vermont

Enterprise firms active in Vermont 37 firms

Very Low $100K-$210K

Low $210K-$230K

Typical $230K-$520K

High $520K-$520K

Very High $520K-$570K

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

Median: $270K

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Firm	AUM/client	AUM	Clients	HNW client %
ESI Financial Advisors	Low $220K	$2.6B	11,897	26%
Citigroup Global Markets	Very High $710K	$41B	58,096	40%
VOYA Financial Advisors, Inc.	Typical $240K	$3.9B	16,313	19%
Bankers Life Advisory Services, Inc.	Very Low $170K	$2.5B	14,275	0%
OSAIC Institutions, INC.	Typical $310K	$4.9B	15,798	0%
HSBC SECURITIES (USA) Inc.	Typical $310K	$3.7B	12,045	15%
Integrity Alliance, LLC	Typical $450K	$4.8B	10,660	10%
Primerica Advisors	Typical $230K	$19B	80,267	22%
Advice and Planning Services	Very High $520K	$38B	72,469	65%
ROCKEFELLER Capital Management	Very High $1.7M	$82B	47,801	32%
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%
Eagle Strategies (NY Life)	Typical $240K	$31B	132,722	20%
Savant Wealth Management	Very High $1.9M	$44B	22,683	29%
Hantz financial Services, Inc.	Typical $420K	$9.9B	23,624	10%
Focus Partners Wealth, LLC	Very High $2.6M	$160B	61,002	49%
SPC	Very Low $190K	$5.9B	30,595	3%
Beacon Pointe Advisors, LLC	Very High $1.7M	$49B	29,565	39%
Kestra Advisory	Very High $620K	$71B	115,285	23%
Newedge Advisors	Very High $810K	$40B	48,809	27%
Osaic Advisory Services, LLC	Typical $510K	$15B	29,516	13%
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%
First Manhattan Co. LLC	Very High $5.6M	$34B	6,080	63%
First Command Advisory Services	Low $210K	$24B	113,511	3%
Commonwealth Financial Network	Very High $570K	$200B	355,973	12%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
Independent Financial partners	Low $230K	$12B	52,539	35%
Empower Advisory Group	Very High $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%
AE Wealth Management, LLC	Typical $390K	$49B	127,213	7%

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