AUM per client for Independent firms serving clients in Rhode Island

Independent firms active in Rhode Island 42 firms
Very Low $62K-$200K
Low $200K-$380K
Typical $380K-$670K
High $670K-$910K
Very High $910K-$2M
5th 20th 40th 60th 80th 95th

Median: $520K

Firm
AUM/client
AUM
Clients
HNW client %
Caster And Company, Inc. logo Caster And Company, Inc.
Jay Blue Capital
$2.5M
Rhodeway Financial logo Rhodeway Financial
$0
Seaport Financial Education LLC logo Seaport Financial Education LLC
Quahog Investments LLC logo Quahog Investments LLC
Very Low $60K
$300K
5
0%
Vetta Investments logo Vetta Investments
Low $330K
$1.7M
5
0%
Efficient Capital Strategies, LLC logo Efficient Capital Strategies, LLC
Very High $1.5M
$12M
8
50%
Stillwater Investments
Low $260K
$2.6M
10
0%
Bulldog Financial Planning LLC logo Bulldog Financial Planning LLC
Very Low $180K
$2.2M
12
100%
USA 401K
Very Low $680
$8.1K
12
0%
Hacket Asset Management, Inc.
High $710K
$11M
16
88%
Zarathustra Wealth Management
Very Low $150K
$3M
20
0%
Carlson Planning Company logo Carlson Planning Company
Typical $540K
$11M
21
10%
Boston Investment Trust Management, Inc.
Low $210K
$4.6M
22
0%
South County Wealth Planning logo South County Wealth Planning
High $880K
$19M
22
45%
Merlin Asset Management logo Merlin Asset Management
Very High $2M
$50M
25
88%
Goal Wealth Advisory Group, LLC logo Goal Wealth Advisory Group, LLC
Typical $500K
$14M
28
61%
Green Street Wealth Advisory, LLC logo Green Street Wealth Advisory, LLC
Low $360K
$11M
29
0%
Charles J. Means & Co., LLC
Very High $2.5M
$84M
33
27%
Lally Wealth Management, LLC logo Lally Wealth Management, LLC
38
0%
Gulati Asset Management LLC logo Gulati Asset Management LLC
Typical $530K
$22M
41
17%
Rawlings Wealth Management logo Rawlings Wealth Management
Typical $430K
$17M
41
12%
Lodestar Wealth, LLC logo Lodestar Wealth, LLC
Low $270K
$12M
46
24%
Wade Management LLC
Low $370K
$18M
49
16%
Fisher Financial Strategies logo Fisher Financial Strategies
Very Low $0
$0
50
74%
Parkmount Financial Partners LLC logo Parkmount Financial Partners LLC
High $810K
$40M
50
30%
Coastal Financial Planning, Inc. logo Coastal Financial Planning, Inc.
High $700K
$37M
53
0%
JBP Financial LLC
Typical $380K
$20M
53
19%
Helm Financial Planning LLC logo Helm Financial Planning LLC
Very High $1.5M
$88M
59
56%
MB Financial Planning LLC logo MB Financial Planning LLC
Very Low $96K
$5.7M
59
7%
CB Capital LLC logo CB Capital LLC
Very High $2M
$120M
61
70%
Jones Fiduciary Wealth Management LLC logo Jones Fiduciary Wealth Management LLC
Very High $2M
$130M
65
63%
James Horton, LLC logo James Horton, LLC
High $690K
$45M
66
0%
Wickford Wealth Management, LLC logo Wickford Wealth Management, LLC
Very High $1M
$71M
69
43%
South Coast Planning & Wealth Management logo South Coast Planning & Wealth Management
Typical $500K
$35M
70
16%
Brown Advisory Group, LLC logo Brown Advisory Group, LLC
Low $380K
$27M
71
10%
Income Associates logo Income Associates
Very Low $120K
$9.4M
77
0%
Northeast Capital Management, Inc.
Very High $1.2M
$100M
84
48%
Atlas Peak Advisors, Inc. logo Atlas Peak Advisors, Inc.
Very High $920K
$86M
94
22%
Foy Financial Services, Inc. logo Foy Financial Services, Inc.
Typical $560K
$58M
104
16%
Lechner Associates logo Lechner Associates
High $730K
$91M
125
0%
MacDonald Wealth Management, LLC logo MacDonald Wealth Management, LLC
Low $210K
$38M
187
6%
D & P Investment Advisors, Ltd.
High $830K
$190M
228
25%
Eisenhiler Capital LLC logo Eisenhiler Capital LLC
Very Low $190K
$43M
230
27%
Constant Guidance Financial, LLC logo Constant Guidance Financial, LLC
High $810K
$190M
239
31%
The Capital Group logo The Capital Group
Very Low $200K
$57M
282
2%
East Guilford Financial Services LLC
Typical $640K
$190M
301
18%
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