AUM per client for Independent firms serving clients in Pennsylvania

Independent firms active in Pennsylvania 415 firms

Very Low $39K-$200K

Low $200K-$390K

Typical $390K-$630K

High $630K-$1.1M

Very High $1.1M-$2.3M

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

Median: $490K

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Firm	AUM/client	AUM	Clients	HNW client %
Grove Investments, Inc.	—	—	100	0%
Sitman, Freed & Co. LLP	—	—	100	0%
Troutman Wealth	Very High $1.5M	$150M	100	49%
Castle Hill Capital	Typical $400K	$41M	102	15%
Calder Financial LLC	Very High $1.3M	$130M	103	52%
Independence Wealth	High $780K	$81M	103	29%
Anchor Wealth Advisors, LLC	High $730K	$76M	104	30%
Anthony Investment Management, LLC	High $690K	$73M	105	17%
Cool Creek Financial	Low $330K	$34M	105	10%
Saubel Financial Group	Very Low $170K	$18M	106	0%
Treesa Financial Planning, LLC	—	—	106	0%
Powers Capital Management	Typical $400K	$44M	109	0%
Fig Tree Wealth Management LLC	Low $290K	$32M	110	14%
Auctus Wealth Management Inc.	Typical $390K	$44M	112	29%
Desimone Investments, LLC	High $660K	$74M	112	17%
Lasting Legacy Wealth Management, LLC	Typical $530K	$59M	113	13%
Intero Financial Planning, LLC	Typical $390K	$44M	114	10%
GFS Financial Advisors, LLC	—	—	115	0%
Jake Carris Financial Planning	High $940K	$110M	115	34%
All-Pro Advisors LLC	Typical $470K	$55M	116	35%
Aviator Financial, LLC	Very Low $160K	$19M	117	0%
Eastlake Planning LLC	Low $380K	$45M	118	6%
Loftus Wealth Strategies	Typical $480K	$57M	119	0%
Three Rivers Executive Consulting, LLC	Low $330K	$40M	123	10%
Isgrig Capital Asset Management, LLC	Very Low $0	$0	124	45%
Plumtree Financial Planning	—	—	125	0%
Susko Wealth Advisors	Typical $420K	$52M	125	0%
Harding's Wealth Managers, Inc.	Very Low $47K	$5.9M	126	0%
Copper Beech Advisors, LLC	Typical $610K	$78M	128	20%
Wexford Wealth Advisors LLC	Typical $510K	$66M	129	20%
Barrister	High $640K	$88M	137	14%
A J Feldman Financial, LLC	High $970K	$140M	140	22%
Flynn Financial, LLC	Typical $530K	$74M	141	13%
Solebury Asset Management LLC	Typical $520K	$73M	142	9%
Niche Investment Advisors LLC	Low $210K	$30M	145	14%
Red Sky Capital Management	Typical $470K	$69M	147	26%
Waterstone Wealth Advisors, LLC	High $1.1M	$160M	148	34%
Academy Wealth Advisers, LLC	Low $350K	$53M	150	10%
Applied Financial Wisdom	High $860K	$130M	151	1%
Kreiner Financial Wealth Management, Inc.	—	—	151	0%
Shealy Wealth Advisory LLC	Very Low $110K	$18M	151	0%
Growth Point Financial LLC	Very Low $200K	$32M	161	6%
Artemis Wealth Advisors	Very Low $190K	$32M	165	12%
Element Wealth Advisors	Very Low $110K	$18M	166	0%
Key Wealth Management, Inc.	Low $290K	$49M	168	8%
Blue Water Financial Investor Coaching, LLC	Low $380K	$64M	170	8%
DS Wealth Advisors, Inc.	Low $200K	$35M	171	2%
Retirement Collaborative LLC	Low $210K	$38M	178	4%
Vision Wealth Advisors, LLC	Typical $430K	$80M	187	9%
Marathon Strategic Advisors, LLC	High $880K	$170M	195	38%
Perpetual Financial	—	—	201	0%
Lifetime Financial Foundations, LLC	Low $210K	$43M	203	2%
Carriage Hill Investment Associates LLC	Low $240K	$50M	207	2%
Taylor Capital Management	High $650K	$130M	207	15%
The Baran James Company, Inc.	Typical $420K	$90M	212	13%
Digiorgio Capital Management, Inc.	Low $240K	$52M	220	0%
Spectrum Wealth Management, LLC	Typical $430K	$96M	224	12%
KALTBAUM Capital Management	Typical $490K	$110M	227	48%
Fortune Advisory Services	Very Low $14K	$3.3M	243	0%
Nautilus Financial Group, Inc.	Low $260K	$66M	256	5%
Vimcor	Very Low $59K	$15M	259	0%
Client Focused Financial	Low $260K	$69M	262	5%
DPCM	Low $290K	$77M	270	19%
Plan2Retire	Low $300K	$82M	271	9%
Stages Planning Group, LLC	Low $290K	$93M	322	10%
Todd Wealth Management LLC	Typical $440K	$160M	362	11%
Investment Capital Advisors	Low $290K	$110M	373	22%
Marsden Capital Management, LLC.	Low $250K	$95M	376	13%
Retire Ready Wealth Management	Very Low $190K	$100M	535	2%
HDA Wealth Management, LLC	Low $290K	$160M	540	7%
Isakov Planning Group Inc.	Very Low $38K	$21M	569	6%

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