AUM per client for Independent firms serving clients in New Hampshire

Independent firms active in New Hampshire 115 firms

Very Low $21K-$260K

Low $260K-$460K

Typical $460K-$840K

High $840K-$1.5M

Very High $1.5M-$3.3M

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

Median: $560K

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Firm	AUM/client	AUM	Clients	HNW client %
Applied Capital Management, LLC	—	—	500	0%
East Guilford Financial Services LLC	Typical $640K	$190M	301	18%
Fortis Portfolio Solutions, LLC	Typical $510K	$140M	276	100%
Lightedway Advisory Services, Inc.	Low $420K	$110M	267	75%
Atlantic Coast Financial	Very Low $240K	$60M	248	13%
Constant Guidance Financial, LLC	Typical $810K	$190M	239	31%
Perpetual Financial	—	—	201	0%
Bonacorsi Wealth Management	Low $370K	$73M	199	8%
Marathon Strategic Advisors, LLC	High $880K	$170M	195	38%
MacDonald Wealth Management, LLC	Very Low $210K	$38M	187	6%
Optimum Wealth LLC	—	—	177	0%
Timothy Charles Financial, LLC	Typical $560K	$98M	177	10%
Financial Solutions Associates	High $880K	$150M	174	37%
McGuigan Financial, LLC	Typical $480K	$77M	162	36%
603 Financial Advisors, LLC	Typical $660K	$110M	160	19%
Bay Point Financial, LLC	Typical $560K	$90M	160	11%
Family Partners Capital, LLC	Typical $560K	$90M	160	100%
Orbis Wealth Management	Low $440K	$68M	156	12%
Brownstone Financial Group LLC	Very Low $110K	$17M	153	0%
KBR Retirement & Investment Solutions	Low $360K	$53M	148	0%
Waterstone Wealth Advisors, LLC	High $1.1M	$160M	148	34%
On Track Financial LLC	Typical $540K	$78M	145	0%
Butterworth Financial LLC	Typical $710K	$98M	138	28%
Andover Advisory Group	Very Low $0	$0	130	27%
Granite State Retirement Planning, Inc.	High $1.1M	$140M	128	34%
Golden Financial Services	Typical $510K	$64M	126	0%
Saco River Financial Planning	Very Low $220K	$27M	122	9%
Mile High Investments, LLC	High $840K	$100M	121	36%
Patriot Advisory Group	Very Low $190K	$23M	116	3%
Iacangelo Financial Group, LLC	Very Low $240K	$26M	108	15%
Charles River Wealth Management, LLC	High $1.1M	$110M	103	50%
F3 Capital	Low $350K	$36M	103	0%
Robert A. Zock & Co., Inc.	Very High $1.5M	$150M	96	90%
Modern Financial Wellness	Low $360K	$33M	92	7%
August Wealth Management	Low $360K	$30M	85	0%
Middle Street Capital, LLC	Very High $1.7M	$130M	79	52%
Drew Wealth Management	High $1.2M	$90M	78	49%
Sagamore Wealth Management, LLC	Low $310K	$24M	75	0%
Great Lakes Retirement Planning LLC	Very Low $92K	$6.7M	72	0%
IPIC, Inc.	Very Low $120K	$8.4M	70	0%
Greene & Company Financial Services LLC	Very Low $130K	$8.8M	69	0%
JTD Financial Services, LLC	Low $310K	$21M	68	6%
ATI Wealth Partners, LLC	Low $440K	$30M	67	22%
Daniels D'Amelio Investment Management Group, LLC	Typical $760K	$51M	67	49%
COMPASS Wealth Management, LLC	High $1.5M	$97M	66	59%
Seaport Financial Planning, LLC	High $850K	$55M	65	69%
Willow Planning Group, LLC	—	—	65	0%
Breakwater Financial, LLC	Very High $2.1M	$130M	62	63%
Lakeside Financial Planning, LLC	High $1M	$64M	62	29%
SJ Boyle Wealth Planning, LLC	Typical $500K	$31M	62	19%
Rockworth Investment Services LLC	Very Low $130K	$7.8M	61	3%
Financial Planning Associates, LLC	High $1.3M	$74M	59	56%
Helm Financial Planning LLC	High $1.5M	$88M	59	56%
Four Tree Island Advisory LLC	Very High $3.3M	$170M	53	66%
Cambridge Financial Services	Very Low $96K	$5M	52	0%
Fair Weather Strategies LLC	Typical $550K	$28M	51	27%
Main Street Financial Advisory LLC	Typical $670K	$33M	50	14%
Dirigo Financial LLC	Typical $840K	$41M	49	31%
Forever Financial Advisors, LLC	Very High $1.5M	$72M	48	56%
Quabbin Advisors	Very High $2.3M	$110M	47	77%
Clear View Wealth Advisors, LLC	Typical $530K	$24M	45	4%
Benchmark Capital Management Corporation	Low $450K	$19M	43	0%
Jadim Wealth Management, LLC	Typical $640K	$26M	40	28%
Clearview Financial Strategies LLC	Low $330K	$13M	39	38%
Nashua Capital Management LLC	Very High $1.7M	$65M	39	44%
Pathways Financial Planning	Very Low $0	$0	38	11%
Honorable Financial Services, LLC	Low $340K	$12M	37	3%
Mirica Wealth	Low $410K	$15M	37	8%
Broadwater Capital Management LLC	Very High $3.9M	$140M	36	50%
Queenvest	Low $310K	$11M	34	0%
Walker Capital Partners, LLC	Very Low $29K	$940K	32	0%
Breakwater Asset Management, LLC	Low $400K	$13M	31	26%
Geld Financial Advisors, Inc.	—	—	31	100%
Lowry Financial Services	Typical $820K	$25M	31	32%
Evergreen Wealth Management	Very High $1.9M	$56M	30	97%
KD Wealth Management LLC	Low $330K	$10M	30	50%
Monadnock Retirement Solutions, LLC	Low $300K	$9.1M	30	0%
Granite State Capital Management, LLC	Low $310K	$8.8M	28	46%
Alignment Financial Group	Very High $2.8M	$76M	27	59%
Michael D. Taxman Investment Management	Very High $5.1M	$140M	27	63%
The Oakes Financial Group	Typical $470K	$12M	26	0%
Curtin Financial Management, Inc.	Very High $3M	$74M	25	80%
Fvs Financial	Low $440K	$11M	25	0%
Manent Capital	Very High $3.3M	$82M	25	16%
Mead Capital Management, LLC	Very Low $240K	$6M	25	28%
Hodge Financial Services, LLC	High $860K	$20M	23	17%
Petrilli Capital Management LLC	High $1M	$24M	23	35%
Silver Maple Financial, LLC	High $840K	$19M	23	22%
Colligan Advisory, LLC	Very High $3.1M	$68M	22	100%
Laurence Financial Planning LLC	Very High $3.2M	$70M	22	73%
T.S. Financial Planning	Very Low $150K	$3.2M	22	0%
Olson Economics, LLC	High $1.2M	$26M	21	29%
Zen Financial Planning, LLC	Typical $620K	$13M	21	10%
Reverie Wealth	Very Low $0	$0	20	0%
Stu Hawver, CFA, MBA, LLC	High $1.3M	$26M	20	55%
Sunflower Financial Planning, LLC	Typical $470K	$9.3M	20	50%
Triumph Wealth Management LLC	Very Low $0	$0	20	0%
Washington Peak Investment Advisors LLC	High $1.1M	$22M	19	100%
Cobb Financial, LLC	Low $450K	$8.2M	18	0%
Green View Advisors LLC	High $1.4M	$25M	18	39%
ST GOLIA Planning, LLC	Very Low $0	$0	18	100%
Engels Investment Advisors, LLC	Very High $1.8M	$31M	17	100%
Spurr Financial Investment Services, LLC	High $1.1M	$18M	17	29%
Solari Financial Planning, LLC	High $1.4M	$21M	15	0%
RSI Advisors	Low $370K	$4.8M	13	8%
Majority Asset Management, Inc.	Very High $2.7M	$32M	12	100%
Round Table Investment Management, LLC	Very High $4.4M	$53M	12	67%
Wolf Pine Capital	Very Low $66K	$730K	11	0%
Creative Financial Strategies, Inc.	Very Low $29K	$290K	10	0%
Northport Harbor Financial Services, LLC	—	—	10	0%
Squam Lakes Investment Management, LLC	Very Low $44K	$400K	9	0%
Strategic Probability Partners, LLC	Very High $17M	$140M	8	75%
Croft Financial Planning	Very Low $0	$0	7	100%
Family Investment Advisory, LLC	Low $260K	$1.8M	7	0%
Powwow, LLC	High $860K	$6.1M	7	43%
Davisson Investment, LLC	Very High $3.1M	$18M	6	33%
Stratton Capital Management, LLC	High $1.3M	$7.9M	6	83%
N.A.S. Capital LLC	Very High $2.2M	$11M	5	60%
KWM Financial LLC	Typical $570K	$2.3M	4	0%
Nintai Investments LLC	Very High $13M	$52M	4	0%
FULLA Financial Planning	—	—	2	0%
Rational Frontier Advisors, LLC	Very High $2.2M	$2.2M	1	100%
Appletree Financial Services LLC	—	—	—	—
AZTEC Financial Group, LLC	—	$0	—	—
Balanced Wealth Strategies LLC	—	—	—	—
BAS Capital Management LLC	—	—	—	—
BQ Asset Management	—	$0	—	—
Callidus Capital	—	$2	—	—
Cayena Capital Management, LLC	—	$0	—	—
Chez Shea LLC	—	$2.2M	—	—
CJS Financial Advisers / CJSF Advisers	—	—	—	—
Creegan & Associates	—	—	—	—
DW West Investments LLC	—	$0	—	—
Gulfstream Financial Group LLC	—	—	—	—
Hanai Financial	—	$0	—	—
John Elliott Wealth Management LLC	—	$0	—	—
LCW Planning and Investments, LLC	—	—	—	—
Momentum Investment Research and Management, LLC	—	—	—	—
New England Tactical Investments LLC	—	—	—	—
Sheer Empowerment Financial, LLC	—	$0	—	—
Studio Ventures and Capital Advisors, LLC	—	—	—	—
Sugar Hill Advisors, LLC	—	$0	—	—
Waldo.AI, Inc.	—	—	—	—

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