AUM per client for Independent firms serving clients in Delaware

Independent firms active in Delaware 41 firms
Very Low $0-$140K
Low $140K-$400K
Typical $400K-$840K
High $840K-$1.3M
Very High $1.3M-$2.4M
5th 20th 40th 60th 80th 95th

Median: $560K

Firm
AUM/client
AUM
Clients
HNW client %
Investment Capital Advisors logo Investment Capital Advisors
Low $290K
$110M
373
22%
Blue Water Financial Investor Coaching, LLC logo Blue Water Financial Investor Coaching, LLC
Low $380K
$64M
170
8%
Harding's Wealth Managers, Inc.
Very Low $47K
$5.9M
126
0%
Loftus Wealth Strategies logo Loftus Wealth Strategies
Typical $480K
$57M
119
0%
Peak Investment Advisors, Inc. logo Peak Investment Advisors, Inc.
High $900K
$100M
113
24%
DiMatteo Financial Group logo DiMatteo Financial Group
Low $140K
$12M
90
0%
Alpha Omega Financial
Very High $2.2M
$190M
86
53%
Back Bay Financial Planning & Investments logo Back Bay Financial Planning & Investments
High $1.2M
$110M
86
44%
The Raffin Group LLC
Typical $400K
$27M
67
33%
Delaware Financial Planning, LLC logo Delaware Financial Planning, LLC
66
82%
Jones Fiduciary Wealth Management LLC logo Jones Fiduciary Wealth Management LLC
Very High $2M
$130M
65
63%
TriState Wealth Advisors logo TriState Wealth Advisors
Very Low $110K
$7.1M
65
15%
Comprehensive Financial Advisers logo Comprehensive Financial Advisers
63
0%
Creative Financial Concepts, Inc.
60
0%
Solomon Investment Group, Inc. logo Solomon Investment Group, Inc.
Very Low $120K
$6.9M
58
0%
Aetolia Capital LLC logo Aetolia Capital LLC
Typical $810K
$45M
55
76%
Breakwater Wealth Management logo Breakwater Wealth Management
Typical $650K
$36M
55
27%
ARTAIS Capital Management, LLC logo ARTAIS Capital Management, LLC
Low $350K
$15M
42
100%
Atlantic Advisors, Inc. logo Atlantic Advisors, Inc.
Low $170K
$6M
35
0%
Black Diamond Advisory Partners logo Black Diamond Advisory Partners
Typical $700K
$24M
34
24%
Mitchell Group Delaware LLC
Low $170K
$5.6M
32
6%
Blue Point Investment Management logo Blue Point Investment Management
Very High $2.3M
$70M
31
77%
EN+ Wealth logo EN+ Wealth
Low $190K
$5.6M
30
27%
Annova LLC logo Annova LLC
Typical $560K
$15M
26
46%
Quantum Strategies Wealth Advisory logo Quantum Strategies Wealth Advisory
Very High $1.3M
$33M
25
36%
Greenside Financial, Ltd
High $1.3M
$28M
22
50%
Tobin Investment Planning LLC logo Tobin Investment Planning LLC
Very High $1.6M
$35M
22
41%
Ace Wealth Management, llc
Typical $480K
$9.6M
20
0%
AJP Financial Services, LLC
High $1.3M
$25M
20
70%
Q(x) Branch Reserve Investments LLC
High $1.1M
$21M
20
90%
WHTG Wealth Management, LLC logo WHTG Wealth Management, LLC
Very Low $120K
$2.4M
20
0%
Great Ocean Road Financial
Typical $400K
$6.8M
17
0%
Age Wisely Financial logo Age Wisely Financial
16
50%
Lenape Investments, LLC logo Lenape Investments, LLC
Very High $2.4M
$36M
15
60%
Safe Harbor Financial Advisors, LLC logo Safe Harbor Financial Advisors, LLC
Very Low $0
$0
12
0%
Four Seasons Investment Management LLC logo Four Seasons Investment Management LLC
Very High $1.3M
$15M
11
0%
Falcon Royal Investment Management
Low $280K
$2.2M
8
13%
River Family Advisors LLC logo River Family Advisors LLC
8
0%
Kendall James Advisors
Very High $3.4M
$24M
7
100%
Delaware Advisory Group, Inc. logo Delaware Advisory Group, Inc.
Very Low $0
$0
6
0%
ECT Advisory, LLC logo ECT Advisory, LLC
High $1.3M
$7.9M
6
100%
3rd Level Analytics
High $840K
$4.2M
5
20%
Wealth Wise Planning
5
0%
Keystone Wealth Management Services Inc
Very High $3M
$12M
4
50%
SJL Financial LLC logo SJL Financial LLC
Very Low $0
$0
4
0%
Long Advisors LLC
High $850K
$2.6M
3
100%
Quantca Financial logo Quantca Financial
Very Low $5.2K
$10K
2
0%
D/W Financial Consultants LLC logo D/W Financial Consultants LLC
Finco Advisory LLC logo Finco Advisory LLC
$2.9M
Wall St LLC logo Wall St LLC
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