AUM per client for Independent firms serving clients in Maine

Independent firms active in Maine 60 firms

Very Low $48K-$240K

Low $240K-$540K

Typical $540K-$850K

High $850K-$1.4M

Very High $1.4M-$4.4M

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

Median: $730K

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Firm	AUM/client	AUM	Clients	HNW client %
Brooklands Partners, LLC	—	—	—	—
Doucette Financial	—	$0	—	—
Educated Investors LLC	—	$1.8M	—	—
Northwater Capital	—	—	—	—
Parzych Financial Planning, LLC	—	—	—	—
Roger F. Woodman Jr. & Co.	—	$3.2M	—	—
Thibeau Financial Consulting, LLC	—	$0	—	—
Wealthy with Intention	—	—	—	—
Deer Isle Research & Management, LLC	Very High $2M	$5.9M	3	100%
Kingfisher Capital Management LLC	Very High $2.3M	$6.9M	3	100%
Black Harbor Financial	Very Low $240K	$1.4M	6	0%
Frost Investment Partners, LLC	High $1.2M	$8.7M	7	57%
Flying Point Advisors	Typical $540K	$4.3M	8	75%
Retirement Solutions	Very Low $220K	$1.7M	8	38%
Samara Financial, Inc.	Very Low $86K	$770K	9	0%
Integral Financial Planners	High $890K	$8.9M	10	0%
Marshall Point Advisors LLC	High $1M	$11M	11	45%
Kirkwood Private, LLC	Very High $4.1M	$53M	13	100%
Cubic Pye Capital Management, Inc.	Very High $6M	$84M	14	100%
Shoreline Capital Corporation	Very High $5.4M	$76M	14	100%
OADE Financial	Very Low $0	$0	15	100%
Engels Investment Advisors, LLC	Very High $1.8M	$31M	17	100%
Able Money LLC	Very High $1.9M	$39M	21	86%
Zen Financial Planning, LLC	Typical $620K	$13M	21	10%
Silver Maple Financial, LLC	Typical $840K	$19M	23	22%
Maine Securities Corporation	High $1M	$24M	24	17%
Harbor Investment Advisors	High $1.1M	$28M	10	0%
The Gold Company	Typical $610K	$17M	28	0%
Ashbay Capital, LLC	Very High $4.3M	$130M	30	87%
Portland Financial Planning Group	Very High $2.4M	$77M	32	78%
Strategic Financial Alliance, LLC	High $1.2M	$40M	32	0%
Queenvest	Low $310K	$11M	34	0%
Nichols Investment Management	Very High $1.6M	$59M	36	39%
BradyCo Financial	Very High $4.8M	$180M	37	65%
Black Brook Financial Planning	High $860K	$33M	38	21%
Pathways Financial Planning	Very Low $0	$0	38	11%
Drach Advisors LLC	Low $520K	$20M	39	28%
Prometheus Investment Advisors LLC	Typical $540K	$22M	40	23%
Deem Asset Management	Low $280K	$11M	41	34%
O'Brien Asset Management	Typical $820K	$34M	42	26%
Stewardship Financial Plainning, LLC	High $1.3M	$56M	42	24%
Warren Financial, LLC	Typical $560K	$25M	44	16%
Intent Advice, Inc.	Very Low $0	$0	45	0%
Letteney Financial Advisory, LLC	Very Low $51K	$2.3M	45	0%
Dirigo Financial LLC	Typical $840K	$41M	49	31%
Birch Point Wealth Management LLC	Typical $710K	$41M	58	40%
Freedom Wealth Advisors, LLC	Very Low $200K	$12M	60	42%
Kronos Wealth Management	Low $450K	$27M	60	10%
Maine Center for Wealth Management, LLC	Low $420K	$25M	61	15%
Rockworth Investment Services LLC	Very Low $130K	$7.8M	61	3%
TAK Advisory	High $1.1M	$66M	62	31%
Seaport Financial Planning, LLC	Typical $850K	$55M	65	69%
Daniels D'Amelio Investment Management Group, LLC	Typical $760K	$51M	67	49%
Bogue Asset Management LLC	High $1.4M	$93M	68	44%
Logbook Financial Planning, LLC	High $1.2M	$84M	70	81%
Middle Street Capital, LLC	Very High $1.7M	$130M	79	52%
Azimuth Capital Management, LLC	Low $430K	$35M	82	13%
August Wealth Management	Low $360K	$30M	85	0%
F3 Capital	Low $350K	$36M	103	0%
James Heavey Wealth Advisors, LLC	Very Low $160K	$17M	105	0%
Schultz Retirement Income Solutions, Inc.	Low $250K	$28M	110	8%
Tapparo Capital Management	Typical $820K	$92M	113	28%
Saco River Financial Planning	Very Low $220K	$27M	122	9%
Golden Financial Services	Low $510K	$64M	126	0%
On Track Financial LLC	Low $540K	$78M	145	0%
Gibson Financial Solutions, Inc.	High $870K	$130M	153	16%
deMauriac LLC	Very Low $170K	$36M	212	4%
Atlantic Coast Financial	Low $240K	$60M	248	13%
Applied Capital Management, LLC	—	—	500	0%

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