AUM per client for Independent firms serving clients in Maryland

Independent firms active in Maryland 259 firms

Very Low $39K-$180K

Low $180K-$420K

Typical $420K-$780K

High $780K-$1.4M

Very High $1.4M-$2.7M

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

Median: $560K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Wealth Builders Financial Group LLC	Very Low $87K	$45M	519	6%
The W & W Group LLC	Very Low $83K	$29M	353	3%
Plan2Retire	Low $300K	$82M	271	9%
Client Focused Financial	Low $260K	$69M	262	5%
Nautilus Financial Group, Inc.	Low $260K	$66M	256	5%
Spectrum Wealth Management, LLC	Typical $430K	$96M	224	12%
Taylor Capital Management	Typical $650K	$130M	207	15%
Sovereign	Low $310K	$65M	205	8%
Marathon Strategic Advisors, LLC	High $880K	$170M	195	38%
Blue Water Financial Investor Coaching, LLC	Low $380K	$64M	170	8%
MACC IV Group	Low $190K	$33M	170	12%
Clark Company	High $790K	$130M	168	25%
Financial Advisor for You, LLC	Very Low $0	$0	168	21%
Pembroke Asset Advisors, LLC	Low $300K	$51M	168	15%
Element Wealth Advisors	Very Low $110K	$18M	166	0%
Flynn Capital Management LLC	Very Low $150K	$23M	160	6%
Applied Financial Wisdom	High $860K	$130M	151	1%
Leslie Marie Giordano	Low $300K	$44M	150	4%
Red Sky Capital Management	Typical $470K	$69M	147	26%
Capital Investment Management Inc.	Typical $530K	$76M	143	11%
White Oak Wealth LLC	—	—	134	0%
The Retirement Optimization Group, LLC	—	—	131	0%
Intero Financial Planning, LLC	Low $390K	$44M	114	10%
Lasting Legacy Wealth Management, LLC	Typical $530K	$59M	113	13%
Peak Investment Advisors, Inc.	High $900K	$100M	113	24%
Vivuto, LLC	Very Low $73K	$8.1M	111	0%
Harris and Harris Wealth Management Group, LLC	Low $200K	$22M	109	0%
Anchor Wealth Advisors, LLC	Typical $730K	$76M	104	30%
Endeavor Financial Advisors, LLC	Typical $750K	$78M	104	37%
Bull Run Investment Management LLC	Typical $520K	$52M	101	24%
Elite Financial Group	Low $400K	$40M	101	52%
Capital Advisor Management	—	—	100	0%
Troy R. Spratley Investment Advisory	—	—	100	0%
A. J. Perry & Co.	High $1.1M	$100M	95	40%
Wealth Management Institute Ltd.	Low $350K	$33M	94	35%
One Providence Capital, LLC	Low $240K	$22M	92	0%
Cobalt Financial Partners LLC	High $990K	$90M	91	84%
Flagship Wealth Management Group, LLC	Typical $500K	$46M	91	19%
Persico Asset Management	High $1.1M	$98M	91	40%
Picket Fence Financial, LLC	Typical $480K	$44M	91	41%
DiMatteo Financial Group	Very Low $140K	$12M	90	0%
Tam Financial Advisors, LLC	Very High $1.9M	$170M	89	42%
DeFrehn Consulting	Low $310K	$27M	88	17%
Celestial Wealth Management	High $880K	$76M	87	44%
Alpha Omega Financial	Very High $2.2M	$190M	86	53%
Back Bay Financial Planning & Investments	High $1.2M	$110M	86	44%
Aerie Capital Management	Low $280K	$24M	85	19%
Worthy Financial Services	Low $330K	$28M	84	7%
U.S. Advisors, Inc.	High $860K	$70M	81	33%
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%
MEM Investments	High $1.2M	$95M	78	14%
Dependent Financial Planning	Typical $540K	$42M	77	22%
Apprise Wealth Management LLC	High $1.4M	$110M	76	66%
Snyder Asset Management, LLC	High $1.3M	$100M	76	58%
Compass Retirement, LLC	Very High $1.4M	$110M	74	41%
Bush River Trust, LLC	Low $320K	$23M	73	5%
Charles Street Asset Management, Inc.	Typical $520K	$38M	73	29%
Contrary Investment Advisors	High $1.3M	$97M	72	47%
RS Wealth Management, Inc.	Typical $660K	$48M	72	0%
Choice Wealth Management, LLC	Very Low $180K	$12M	71	0%
Logbook Financial Planning, LLC	High $1.2M	$84M	70	81%
Wellington Capital Management, Inc	Very High $1.7M	$120M	70	63%
369 Financial LLC	Low $190K	$13M	69	0%
DeafInvest	Low $200K	$13M	68	0%
Casi Investments	Very Low $1.8K	$120K	67	0%
Laser Wealth Management, LLC	—	—	67	0%
Delaware Financial Planning, LLC	—	—	66	82%
Meridian Financial Group	Typical $680K	$44M	65	0%
Patuxent Financial Partners, LLC	—	—	64	0%
Rowley Financial LLC	High $880K	$54M	61	30%
Schiff Wealth Advisors, LLC	Typical $660K	$40M	61	8%
Nautical Financial Planning	—	—	60	0%
St. Michaels Asset Management	Very Low $63K	$3.8M	60	0%
Wesling Financial Planning Services Corp.	High $950K	$57M	60	0%
Trasatti Wealth Planning, LLC	High $1M	$62M	59	39%
Society Investment Management	Low $390K	$22M	58	60%
Cwm Financial Group, Inc.	Very High $1.7M	$95M	57	63%
Personal Financial Partners	Low $370K	$21M	57	9%
Railroad Street Wealth Management, LLC	Low $390K	$22M	57	16%
Arlington Wealth Planning, LLC	Low $250K	$14M	56	18%
Baltimore Avenue Investments, LLC	Low $380K	$21M	56	7%
Equatorial Advisors, LLC	Very Low $180K	$10M	56	21%
McClelland Wesley Wealth Management	Low $260K	$15M	56	7%
D&S Wealth Management Group	High $910K	$50M	55	27%
Planning for Progress	Typical $480K	$26M	55	22%
Treger & Associates	Very High $1.6M	$88M	55	33%
Champion Financial Planning Group, LLC	Very High $1.5M	$80M	54	41%
Katz-Moses Financial LLC	Typical $480K	$25M	53	17%
Lander & Associates Inc	Very High $3.6M	$190M	53	72%
Meringoff Wealth Management Group, LLC	Very High $1.7M	$92M	53	68%
RCN Wealth Advisors, Inc.	High $1.1M	$61M	53	72%
Halo Capital Management, LLC	High $890K	$46M	52	75%
Equip, LLC	Very Low $0	$0	50	0%
JK PWA LLC	Low $260K	$13M	50	18%
ACI Group	—	—	49	0%
Beyond Financial Planning, LLC	High $1M	$50M	48	38%
Sentinel Financial Planning, LLC	Very Low $150K	$7.2M	48	0%
Allen Investment Management	Typical $670K	$31M	47	17%
Aulestia Wealth Management, Inc.	Very High $2M	$91M	46	59%
Brandt Wealth Advisors, LLC	Typical $610K	$28M	46	0%
Cromwell Investment Advisory, LLC	Very Low $76K	$3.5M	46	0%
Money Plans	Very High $2.3M	$110M	46	76%
Osprey Capital Management, LLC	Typical $650K	$30M	46	100%
Massie Financial Planning Inc.	Very High $1.5M	$66M	45	76%
BRC Financial Planning	Very Low $95K	$4.2M	44	0%
Watson Capital Management, Inc.	Very High $1.9M	$85M	44	80%
Forty4 Financial	Typical $760K	$33M	43	33%
Hepner Financial Services, LLC	High $900K	$39M	43	30%
Provision Financial Planning	Typical $660K	$28M	43	23%
2nd Story Wealth Planners	Very Low $130K	$5.5M	42	14%
ARTAIS Capital Management, LLC	Low $350K	$15M	42	100%
Fountainhead Fiduciary, LLC	Low $290K	$12M	42	52%
Cecil Wealth	Typical $750K	$31M	41	37%
OnPlane Financial Advisors	Very High $1.5M	$60M	39	90%
Towson Financial Advisors, LLC	Typical $580K	$22M	38	16%
MFC Portfolios, Inc	Very High $1.7M	$61M	37	73%
Rathnam Capital, LLC	Very High $2.2M	$81M	37	49%
YGC Wealth	Low $410K	$15M	37	0%
MG Financial Services	Very Low $180K	$6.4M	36	0%
Atlantic Advisors, Inc.	Very Low $170K	$6M	35	0%
Base Management Co	Very High $2.6M	$90M	35	77%
Riverview Asset Management, Inc.	Typical $760K	$26M	35	100%
Robert A. Sandler, LLC	Very High $2.2M	$78M	35	57%
Serene Financial Solutions	Low $220K	$7.8M	35	0%
JRM Capital Management Inc.	Very Low $74K	$2.5M	34	6%
Tuma Financial, LLC	Very High $1.5M	$51M	34	79%
DocShah Financial, LLC	Very Low $130K	$4.2M	33	6%
Graham Wealth Management LLC	Very Low $110K	$3.5M	33	3%
Parker Financial, LLC	Typical $550K	$18M	33	33%
Echo Creek Capital, LLC	Typical $690K	$22M	32	6%
IPLAN	High $960K	$31M	32	44%
Smarter and Wise	High $1.1M	$36M	32	25%
About Time Financial Planning	Typical $660K	$20M	31	23%
Blue Point Investment Management	Very High $2.3M	$70M	31	77%
Bryant Financial Advisory, Inc.	Very High $2.7M	$83M	31	81%
Good News Financial & Investment Advisors, LLC	Very Low $130K	$4M	31	0%
Honeygo Financial	Low $200K	$6.1M	31	3%
Primas Financial Planning	Very Low $0	$0	31	3%
Genesis Capital Management, LLC	Very Low $50K	$1.5M	30	3%
Impact Financial Life Planning LLC	Low $250K	$7.5M	30	0%
Canny Capital Management, LLC	Very Low $160K	$4.6M	29	28%
Capital Portfolio Management, Inc.	Typical $480K	$14M	29	14%
Wealthought LLC	High $780K	$23M	29	28%
Inaltis Capital Management, LLC	Typical $530K	$15M	28	18%
Reliable Alliance Financial	—	—	28	64%
Amauta Financial	Typical $560K	$15M	27	19%
Baviello Investment Management, LLC	Typical $630K	$17M	27	26%
Cannon Wealth Group LLC	Typical $460K	$12M	27	37%
Myrmidon Private Capital	Low $330K	$8.8M	27	15%
Plein Air Capital Advisers, LLC	High $1.1M	$29M	27	33%
Potomac Investment Company	Very High $2.6M	$70M	27	67%
Aleph Investments, LLC	Typical $610K	$16M	26	0%
Alton Point Advisors, LLC	Low $340K	$8.8M	26	8%
Barrack Yard Advisors, LLC	Very High $2.6M	$67M	26	100%
Lionheart Financial Planning, Inc.	Typical $530K	$14M	26	0%
MoneyByLisa LLC	—	—	26	23%
Phoenix Financial Engineering, LLC	Typical $480K	$13M	26	15%
Boss Financial Strategies, LLC	Low $180K	$4.6M	25	0%
Cornerstone Financial Planning, Inc.	—	—	25	0%
C.T. Kares Advisory Group, Inc.	Low $300K	$7.6M	25	0%
Grayeli Investment Management	Typical $710K	$18M	25	0%
Harmony Wealth Advisors, LLC	Typical $510K	$13M	25	52%
Parkview Capital LLC	Very High $1.7M	$43M	25	64%
Pine Tree Financial Services, Inc.	—	—	25	0%
Acara Capital Management, LLC	High $1.3M	$31M	24	33%
Middleton Advisory	High $780K	$19M	24	79%
Allegiant Financial Advisors, LLC	Low $410K	$9.4M	23	35%
ESD Advisory Services Inc	Very High $1.8M	$42M	23	0%
HY Financial LLC	Typical $490K	$11M	23	0%
J. B. Bryan Financial Group, Inc.	High $980K	$23M	23	0%
Elbrus Partners, LLC	Typical $510K	$11M	22	27%
Steeley Advisory, LLC	High $1.1M	$23M	22	36%
YZ Financial Advisors LLC	Typical $430K	$9.4M	22	0%
JG Wealth Management, LLC	Very Low $78K	$1.6M	21	0%
Paramount Investments, LLC	High $1M	$21M	21	57%
Samatva Wealth Management LLC	Very Low $39K	$830K	21	0%
Acadia Financial Services, LLC	Low $320K	$6.5M	20	0%
Catharine Fairley Planning Group LLC	—	—	20	0%
Emerson James Advisors LLC	Typical $510K	$10M	20	0%
Homewood Capital Management East LLC	Very Low $160K	$3.3M	20	0%
Islands East Advisors	Very Low $150K	$3.1M	20	0%
Maxwell Family Office, LLC	Very High $1.4M	$28M	20	60%
EJL Asset Management, LLC	Very High $5M	$95M	19	100%
Fedway Financial LLC	Very Low $120K	$2.3M	19	0%
FHL Investment Management Company, LLC	Typical $500K	$9.4M	19	11%
Fourthpoint Advisors	Very High $3M	$56M	19	95%
JBA Financial Advisors	Very High $1.6M	$31M	19	37%
Lenz Integrity Financial	Low $230K	$4.3M	19	0%
Nine Inning Finance	—	—	19	0%
Peridot Capital Management	Low $330K	$6.3M	19	0%
Stark Strategic Capital Management, Inc.	High $970K	$18M	19	26%
Anderson Wealth Management, Inc.	Low $220K	$3.9M	18	0%
Green View Advisors LLC	High $1.4M	$25M	18	39%
Mabery Consulting, LLC	Very Low $63K	$1.1M	18	0%
Sanity Capital Management LLC	High $1.1M	$21M	18	50%
Worch Capital LLC	Very High $2M	$35M	18	100%
Calabash Asset Management, LLC	Very Low $4.3K	$69K	16	0%
Houstoun Capital Management, Inc.	Very High $5.3M	$84M	16	50%
Index Portfolio Tools Advisors	Typical $590K	$9.4M	16	38%
MSM Financial, LLC	High $900K	$14M	16	44%
Patuxent Financial Planning, LLC	Very High $2.2M	$35M	16	88%
Compound Advisory	Very High $1.4M	$21M	15	100%
HDS Capital Management, Inc.	Very High $5.6M	$83M	15	73%
Beckett Clark Private Wealth, LLC	Very High $1.8M	$25M	14	36%
B.Side Investments LLC	Typical $520K	$7.2M	14	100%
Foresight Financial Services, LLC	High $790K	$11M	14	0%
Total Return Capital	Typical $690K	$9.7M	14	0%
DeVryll Wealth Management	Very Low $160K	$2.1M	13	31%
Dyer Financial Advisory	Very High $1.9M	$24M	13	69%
Mfac Financial Advisors, Inc.	Very High $5.7M	$74M	13	100%
Steve Bass & Associates, Inc.	Low $420K	$5.4M	13	0%
The NLW Capital Group LLC	High $1.1M	$14M	13	0%
AAA Advisory LLC	—	—	12	0%
Beyond Profit and Wealth Consulting	Very Low $83K	$1M	12	0%
Deak Reynolds Company	Very High $2.2M	$27M	12	100%
Enroute Wealth Management, LLC	High $1.1M	$13M	12	33%
Goldsborough Capital Management, LLC	High $850K	$10M	12	42%
Heronwood Capital LLC	High $1.2M	$14M	12	67%
HR Investment Consultants, Inc.	—	—	12	0%
Investream	Very Low $33K	$400K	12	0%
Lockstep Financial LLC	Very Low $100K	$1.2M	12	0%
NOORVEST LLC	Low $300K	$3.6M	12	17%
Priority Financial Advisors, LLC	Typical $590K	$7M	12	0%
R.G. Associates, Inc.	Typical $710K	$8.5M	12	0%
RLMS Business Consultants	High $790K	$9.5M	12	0%
Cadence Planning, LLC	High $1.1M	$12M	11	45%
Financial Strategies, Inc	Very High $1.8M	$19M	11	27%
Hansa Investments LLC	Very High $2.2M	$24M	11	45%
Investably LLC	Low $230K	$2.5M	11	0%
TIAS Planners	High $920K	$10M	11	100%
Wise Financial Counsel, LLC	Very Low $0	$0	11	0%
Chauche & Associates LLC	—	—	10	0%
CTG Wealth Management LLC	Typical $750K	$7.5M	10	20%
Daley Capital, Inc	Low $410K	$4.1M	10	0%
Free State Financial Planning, LLC	Very Low $0	$0	10	0%
KRH Investments, LLC	Very Low $130K	$1.3M	10	0%
Lenet Financial Resources, LLC	—	—	10	0%
McQuade, Kathleen Mary	Very Low $0	$0	10	0%
Tilton-Steele International	—	—	10	0%
Upraise Wealth Advisory, LLC	Typical $630K	$6.3M	10	30%
Welsh Financial & Accounting Services,LLC	—	—	10	0%
Adaptive Wealth, LLC	Low $370K	$3.3M	9	0%
Clairwell Financial Planning LLC	High $780K	$7M	9	33%
Financial Positioning System, Inc	Low $270K	$2.4M	9	0%
Legacy Investing & Wealth Management LLC	Very Low $110K	$990K	9	0%
Miller Capital Management, Inc.	Very High $6.8M	$61M	9	100%
Safe Harbor Investment Advisors, LLC	High $1.3M	$12M	9	33%
Skill Capital Management	Very High $3.8M	$34M	9	100%
Wealthwyzr, LLC	—	—	9	0%
Angevine Financial Group, LLC	—	—	8	0%
Arch Financial Advisors LLC	—	—	8	0%
Baczkowski & Company	Low $190K	$1.5M	8	0%
Belleros Capital Management, LLC	Typical $540K	$4.3M	8	0%
Discovery Wealth Planning LLC	Very High $4.3M	$34M	8	100%
LaRocque Financial Group, LLC	Very Low $0	$0	8	0%
Potomac Investment Management, Inc.	Very High $1.4M	$11M	8	0%
Ball Wealth Management LLC	High $990K	$6.9M	7	43%
Cook Wealth Management, LLC	—	—	7	0%
East Bay Equities LLC	Very Low $150K	$1M	7	71%
Rookwood Wealth	Very High $1.4M	$8.7M	6	100%
Ventus Wealth Management	High $800K	$4.8M	6	0%
Beofor Capital LLC	Very High $1.6M	$8.1M	5	100%
Gramel Capital Management LLC	Very Low $73K	$360K	5	0%
Hoffman Financial Consultants	—	—	5	0%
JWC Capital Management, LLC	Very High $1.8M	$8.8M	5	100%
Nelson Financial Planning Services, LLC	—	—	5	0%
OPR Investment Services, LLC	—	—	5	0%
Ruda Financial	Very High $3.8M	$19M	5	0%
Arete Asset Management, LLC	High $940K	$3.8M	4	0%
Binnacle Financial Group LLC	Very High $4.1M	$16M	4	25%
Katalgar Capital Management, LLC	Very High $12M	$48M	4	100%
True North Advisory, LLC	Very Low $58K	$230K	4	0%
Vesta Investment Advisors, LLC	Low $260K	$1.1M	4	0%
Worch Financial Group, LLC	—	—	4	0%
G.S. Woods Wealth Management	Very Low $0	$0	3	0%
WD Financial Solutions	Very Low $64K	$190K	3	0%
Applied Derivative Research or "ADR"	Very Low $50K	$100K	2	100%
Piedmont Financial Consulting	Very Low $6.4K	$13K	2	0%
Raymond L. Gazelle Jr.	—	—	2	100%
Simplexity Investment Management, LLC	Very High $1.6M	$3.2M	2	100%
Woodmont Financial Partners LLC	—	—	2	0%
E. Roger Financial Group	Low $230K	$230K	1	0%
Hive Wealth Management LLC	Low $280K	$280K	1	100%
Noon Investment Management LLC	High $1.2M	$1.2M	1	100%
Noordzee Capital LLC	—	—	1	100%
Riskhedge Analytics, LLC	Very Low $95K	$95K	1	100%
Robinson Capital Group	High $1.1M	$1.1M	1	0%
Shore Financial Advisors, LLC	Very High $2.9M	$2.9M	1	100%
Terrafort Capital LLC	Very Low $1.1K	$1.1K	1	0%
Addax Bridge Financial	—	—	—	—
Adenry Wealth LLC	—	$0	—	—
A.G. Advisory Firm, LLC	—	$50K	—	—
Atlantic Financial Planning LLC	—	—	—	—
Atlas Sustainable Wealth, LLC	—	$2.4M	—	—
Avadim: Financial, Limited Liability Company	—	$0	—	—
Avesta Venture Advisors	—	—	—	—
CHC Financial Solutions, LLC	—	—	—	—
Decisions, LLC	—	—	—	—
DocEmpowered, LLC	—	$0	—	—
D/W Financial Consultants LLC	—	—	—	—
Dyer Private Wealth Management	—	$57K	—	—
EM Leaders, LLC	—	—	—	—
Fifth Pointe	—	$0	—	—
Financial First Advisors, Inc.	—	—	—	—
Flexible Finances	—	—	—	—
Foxgrover Investment Partners	—	$0	—	—
Friends Wealth Management	—	—	—	—
Grey Kirwan Financial	—	—	—	—
Groff Wealth Management	—	—	—	—
Houseman Financial LLC	—	—	—	—
Investment & Resource Planning	—	$0	—	—
Izuchi LLC	—	$10K	—	—
Kyo Asset Management, LLC	—	—	—	—
Leader Investments LLC	—	—	—	—
Lee Financial Group, Inc.	—	—	—	—
Monarch Financial, LLC	—	—	—	—
O'H Capital LLC	—	$0	—	—
Pebble Capital Management	—	$0	—	—
People First Financial Advisors	—	$0	—	—
Plancorr Wealth Management, LLC	—	—	—	—
Professional Financial Services, Inc.	—	—	—	—
Regatta Financial LLC	—	$2.5M	—	—
Remnant Wealth	—	—	—	—
Seek the Plan	—	—	—	—
Serenity Wealth Advisors LLC	—	—	—	—
Stahlvest	—	$0	—	—
Summit Wealth Management	—	$250K	—	—
The Simpson Firm LLC	—	—	—	—
Tilghman Wealth Management, LLC	—	$0	—	—
WealthCare	—	—	—	—
Wright Wealth Management LLC	—	—	—	—

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