AUM per client for Independent firms serving clients in Massachusetts

Independent firms active in Massachusetts 431 firms

Very Low $24K-$260K

Low $260K-$540K

Typical $540K-$940K

High $940K-$1.6M

Very High $1.6M-$3.5M

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

Median: $730K

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Firm	AUM/client	AUM	Clients	HNW client %
Northeast Capital Management, Inc.	High $1.2M	$100M	84	48%
New England Financial Group	Typical $910K	$77M	85	4%
Komich Capital Advisors	Very Low $250K	$22M	88	11%
McVittie Financial Advisors	—	—	88	90%
MS Financial Services, LLC	Low $500K	$45M	90	17%
Modern Financial Wellness	Low $360K	$33M	92	7%
Pioneer Financial, Inc.	Very Low $81K	$7.5M	93	0%
Atlas Peak Advisors, Inc.	Typical $920K	$86M	94	22%
Intelligent Investing	High $1.2M	$110M	95	31%
Commonwealth Guardians	Very Low $150K	$15M	96	0%
Robert A. Zock & Co., Inc.	High $1.5M	$150M	96	90%
Financial Focus Asset Management, Inc.	Very Low $180K	$17M	97	0%
Najarian Financial LLC	Low $410K	$40M	99	10%
Nichols Investment Advisory Services	Low $290K	$29M	100	0%
Northeast Equity Research Inc.	Very Low $140K	$14M	100	0%
Charles River Wealth Management, LLC	High $1.1M	$110M	103	50%
Client Priority Financial Advisors LLC	Very Low $0	$0	103	86%
F3 Capital	Low $350K	$36M	103	0%
Brava Financial	—	—	104	0%
Dodge Wealth Management	Typical $830K	$89M	107	32%
Tapparo Capital Management	Typical $820K	$92M	113	28%
Pashadre Capital Management, Inc.	Typical $730K	$84M	114	16%
Betro Mileszko & Company	High $1.2M	$140M	115	39%
F.F. Advisors, LLC	Typical $850K	$98M	115	57%
Gold Canyon Financial Planning	Low $370K	$43M	115	0%
Mile High Investments, LLC	Typical $840K	$100M	121	36%
1650 Wealth Management, LLC	Typical $920K	$110M	122	30%
CSLA Financial Inc	Very Low $62K	$7.5M	122	0%
Cambridge Cape Cod Advisors, LLC	High $1.6M	$190M	123	55%
Elevation Financial LLC	Very Low $240K	$30M	125	0%
Lechner Associates	Typical $730K	$91M	125	0%
WPG Advisory Group, LLC	—	—	128	0%
Andover Advisory Group	Very Low $0	$0	130	27%
Larson Financial Planning Inc.	High $1.4M	$190M	131	60%
Bentley Wealth Management, LLC	Low $290K	$39M	132	8%
Rocky Hill Advisors Inc.	Typical $740K	$99M	135	20%
Butterworth Financial LLC	Typical $710K	$98M	138	28%
A J Feldman Financial, LLC	High $970K	$140M	140	22%
FMA Wealth Management, LLC	High $1.2M	$170M	144	36%
On Track Financial LLC	Low $540K	$78M	145	0%
Investment Management Trust, LLC	Typical $840K	$120M	147	29%
Standard Planning Company	Typical $590K	$86M	147	8%
KBR Retirement & Investment Solutions	Low $360K	$53M	148	0%
Lyon Financial Planning, LLC	Very Low $0	$0	150	67%
Brownstone Financial Group LLC	Very Low $110K	$17M	153	0%
Orbis Wealth Management	Low $440K	$68M	156	12%
Family Partners Capital, LLC	Typical $560K	$90M	160	100%
McGuigan Financial, LLC	Low $480K	$77M	162	36%
Millenium Financial Services	Very Low $93K	$15M	163	0%
Liriano Wealth Advisory Group, LLC	Low $310K	$52M	167	0%
Financial Solutions Associates	Typical $880K	$150M	174	37%
Financial Answers, LLC	Very Low $0	$0	176	27%
Timothy Charles Financial, LLC	Typical $560K	$98M	177	10%
Proficient Wealth Counselors, LLC	Typical $750K	$140M	182	32%
Fabco Investment Advisors, LLC	Typical $590K	$110M	184	19%
Kondracki Advisory, LLC	Low $380K	$70M	186	50%
MacDonald Wealth Management, LLC	Very Low $210K	$38M	187	6%
Main Effort Financial, Inc.	Low $460K	$86M	189	11%
Bonacorsi Wealth Management	Low $370K	$73M	199	8%
Perpetual Financial	—	—	201	0%
Creative Funding Corporation	Very Low $160K	$32M	203	3%
Verducci Asset Management, Inc.	Very Low $110K	$23M	209	0%
Real World Financial Planning, LLC	—	—	223	77%
D & P Investment Advisors, Ltd.	Typical $830K	$190M	228	25%
Constant Guidance Financial, LLC	Typical $810K	$190M	239	31%
Atlantic Coast Financial	Very Low $240K	$60M	248	13%
SweetMoney	—	—	250	20%
The Capital Group	Very Low $200K	$57M	282	2%
East Guilford Financial Services LLC	Typical $640K	$190M	301	18%
Gassman Financial LLC	Low $370K	$110M	307	12%
Clarity Retirement & Wealth, LLC	Low $420K	$140M	329	30%
Applied Capital Management, LLC	—	—	500	0%
LendingRobot	Very Low $18K	$11M	609	0%

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