AUM per client for Independent firms serving clients in District Of Columbia

Independent firms active in District Of Columbia 54 firms

Very Low $41K-$190K

Low $190K-$360K

Typical $360K-$790K

High $790K-$1.2M

Very High $1.2M-$3.7M

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

Median: $530K

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Firm	AUM/client	AUM	Clients	HNW client %
Atlantic Financial Planning LLC	—	—	—	—
BLU Capital	—	$0	—	—
Professional Financial Services, Inc.	—	—	—	—
Rockbound Capital LLC	—	—	—	—
Tempus Wealth Partners	—	—	—	—
Tyus Financial Group LLC	—	—	—	—
Hive Wealth Management LLC	Low $280K	$280K	1	100%
Mount Ararat Financial Services LLC	Very Low $180K	$350K	2	50%
Saber Asset Management	Low $220K	$870K	4	75%
True North Advisory, LLC	Very Low $58K	$230K	4	0%
Ruda Financial	Very High $3.8M	$19M	5	0%
SHB Advisors	Very High $4.4M	$22M	5	100%
Lund Capital Management LLC	Very Low $120K	$850K	7	0%
Discovery Wealth Planning LLC	Very High $4.3M	$34M	8	100%
The Money Mission Limited Liability Company	—	—	10	0%
Heronwood Capital LLC	High $1.2M	$14M	12	67%
Illumint	Very Low $0	$0	14	0%
MSM Financial, LLC	High $900K	$14M	16	44%
Dominion Financial Consultants, LLC	High $1M	$17M	17	53%
Mabery Consulting, LLC	Very Low $63K	$1.1M	18	0%
Dream Financial Planning	Low $260K	$5.2M	20	0%
JG Wealth Management, LLC	Very Low $78K	$1.6M	21	0%
Advocate Wealth, LLC	High $1.2M	$25M	22	45%
BlueSail Advisors LLC	Very High $1.3M	$29M	23	0%
J. B. Bryan Financial Group, Inc.	High $980K	$23M	23	0%
Life Story Financial	Low $360K	$8.9M	25	24%
MoneyByLisa LLC	—	—	26	23%
Amauta Financial	Typical $560K	$15M	27	19%
Plein Air Capital Advisers, LLC	High $1.1M	$29M	27	33%
Potomac Investment Company	Very High $2.6M	$70M	27	67%
Carrington Financial Planning, LLC	Typical $650K	$20M	30	47%
North Financial Advisors	Very High $1.4M	$42M	30	50%
Tyndale Investments, LLC	Very High $1.5M	$45M	30	17%
About Time Financial Planning	Typical $660K	$20M	31	23%
Styled Wealth	Low $220K	$7.9M	36	0%
Marin Financial LLC	Low $230K	$9M	40	10%
Watson Capital Management, Inc.	Very High $1.9M	$85M	44	80%
ACI Group	—	—	49	0%
Katz-Moses Financial LLC	Typical $480K	$25M	53	17%
Lander & Associates Inc	Very High $3.6M	$190M	53	72%
Planning for Progress	Typical $480K	$26M	55	22%
Arlington Wealth Planning, LLC	Low $250K	$14M	56	18%
Cwm Financial Group, Inc.	Very High $1.7M	$95M	57	63%
Personal Financial Partners	Typical $370K	$21M	57	9%
MFA Global Consulting Group LLC	Very Low $8.6K	$500K	58	0%
MKN Wealth Management LLC	Typical $540K	$34M	63	92%
Laser Wealth Management, LLC	—	—	67	0%
DeafInvest	Low $200K	$13M	68	0%
Logbook Financial Planning, LLC	High $1.2M	$84M	70	81%
Contrary Investment Advisors	Very High $1.3M	$97M	72	47%
Cabildo Capital LLC	High $830K	$66M	80	74%
Roda Investment Management, LLC	Low $310K	$25M	80	38%
The Wealth Syndicate LLC	Very Low $82K	$6.5M	80	1%
U.S. Advisors, Inc.	High $860K	$70M	81	33%
Arc Advisers LLC	High $1.2M	$100M	91	37%
Harlan Financial LLC	Typical $630K	$62M	99	19%
Bull Run Investment Management LLC	Typical $520K	$52M	101	24%
Elite Financial Group	Typical $400K	$40M	101	52%
Envision Wealth Planning Inc.	Low $200K	$21M	106	3%
Harris and Harris Wealth Management Group, LLC	Low $200K	$22M	109	0%
Vivuto, LLC	Very Low $73K	$8.1M	111	0%
Lotus Asset Management Limited Liability Company	High $1M	$120M	116	25%
Financial Advisor for You, LLC	Very Low $0	$0	168	21%
The W & W Group LLC	Very Low $83K	$29M	353	3%

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