AUM per client for Multi-team firms serving clients in Connecticut

Multi-team firms active in Connecticut 180 firms

Very Low $220K-$380K

Low $380K-$690K

Typical $690K-$1.2M

High $1.2M-$2.4M

Very High $2.4M-$5.2M

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

Median: $1.1M

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Symmetry Partners	Very Low $290K	$2.5B	8,476	8%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Advisors Capital Management, LLC	Low $640K	$11B	17,842	16%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Facet	Low $450K	$6B	13,331	17%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
O'Shaughnessy Asset Management, LLC	High $1.5M	$16B	10,734	100%
Clinton Investment Management, LLC	High $1.7M	$3.5B	2,095	46%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Provenance Wealth advisors	Typical $960K	$2.9B	3,085	18%
NorthCoast Asset Management LLC	Typical $1M	$4.6B	4,412	27%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Palisade Capital Management, LP	Typical $1.2M	$1.8B	1,577	32%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Novem Group	Low $390K	$1.4B	3,513	7%
Foundations Investment Advisors LLC	Very Low $340K	$10B	29,615	20%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
NWF Advisory Services Inc	Low $560K	$6.4B	11,433	3%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
Kestra Private Wealth Services, LLC	Low $650K	$13B	19,977	27%
APELLA Wealth	Typical $1.2M	$9.2B	7,683	43%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Capital Advisors, Inc.	High $2M	$6.6B	3,262	46%
Winthrop Wealth	Typical $1.2M	$2.9B	2,405	31%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Gladstone Wealth Partners	Low $680K	$5.6B	8,302	27%
Ingalls & Snyder, LLC	High $1.6M	$6.8B	4,245	26%
Spire Wealth Management, LLC	Typical $700K	$4.3B	6,151	2%
Financial Security Advisory Inc	Low $580K	$1.6B	2,810	16%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Essex Financial Services, Inc.	High $1.2M	$3.5B	2,780	32%
Corecap Advisors	Low $410K	$4B	9,671	10%
Sunbelt Securities, Inc.	Very Low $370K	$1.9B	5,261	13%
Carnegie Investment Counsel	High $2M	$6.2B	3,056	39%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
Merit Financial Advisors	Typical $900K	$18B	20,040	22%
DayMark Wealth Partners, LLC	High $2.3M	$4.8B	2,060	44%
Larson Financial Group, LLC	Typical $1.1M	$5.4B	4,937	35%
CW Advisors, LLC	High $2.2M	$14B	6,426	51%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Ritholtz Wealth Management	High $1.8M	$7.2B	3,999	31%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Summit Financial, LLC	High $1.3M	$20B	15,660	15%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Moors & Cabot, Inc	Low $640K	$3.2B	4,921	38%
RedHawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Trustmont Advisory Group, Inc.	Very Low $320K	$1.4B	4,322	6%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Synovus Securities, Inc.	Low $640K	$7.6B	11,964	16%
Invst, LLC	Low $570K	$1.3B	2,193	15%
Regal Investment Advisors LLC	Very Low $330K	$2.7B	8,220	7%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
Dakota Wealth, LLC	High $1.8M	$6.6B	3,728	35%
Waverly Advisors, LLC	High $1.6M	$21B	12,923	33%
MONECO Advisors	Typical $800K	$2.2B	2,781	27%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Madison Partners	Low $620K	$1.3B	2,042	18%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Mutual Advisors, LLC	Typical $870K	$8.1B	9,290	24%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Advocacy Wealth Management, LLC	High $1.7M	$2.7B	1,658	39%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
Principle Wealth	Very High $2.6M	$3B	1,173	52%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Perigon Wealth Management, LLC	High $1.7M	$9.3B	5,421	30%
Brookwood Investment Group	Very Low $360K	$1.3B	3,500	6%
Concurrent Investment Advisors, LLC	Typical $1.2M	$16B	13,268	23%
The Burney Company	High $1.6M	$3B	1,880	48%
ValMark Advisers, Inc.	Low $550K	$8.1B	14,624	11%
A.G.P. / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
Farther	Typical $970K	$14B	14,593	24%
CL Wealth Management LLC	Very Low $340K	$730M	2,165	29%
Secure Asset Management, L.L.C.	Very Low $300K	$870M	2,877	8%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Greenwich Wealth Management, LLC	Very High $3.8M	$2.2B	589	83%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
U.S. Capital Wealth Advisors, LLC	High $1.9M	$8.2B	4,395	43%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Cantor Fitzgerald Investment Advisors	Typical $1.1M	$1.3B	1,217	51%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Westminster Financial Advisory Corp	Low $630K	$1.2B	1,935	16%
NPA Asset Management, LLC	Very Low $360K	$840M	2,293	38%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
Seacrest Wealth Management, LLC	Typical $1M	$1.5B	1,475	25%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Calydon Capital, LLC	Very High $8.5M	$2.4B	282	100%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Vanderbilt Advisory Services	Very Low $330K	$2B	6,199	6%
Interactive Financial Advisors	Very Low $180K	$240M	1,307	2%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
SAX Wealth Advisors, LLC	High $2.1M	$3.4B	1,596	45%
RMR Wealth Builders, Inc.	Typical $940K	$1.8B	1,907	24%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	Typical $1.1M	$4.8B	4,552	25%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Colter Lewis Investment Partners, LLC	Very High $26M	$3.4B	130	100%
Ashton Thomas Private Wealth	High $1.8M	$5.9B	3,181	38%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
CGN Advisors, LLC	Typical $1.2M	$1.5B	1,281	38%
BakerAvenue	Very High $4.7M	$4.8B	1,019	70%
Keel Point, LlC	High $1.8M	$2.7B	1,475	51%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
The Oak Ridge Financial Services Group, Inc	Low $660K	$660M	994	16%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Range Advisory, LLC	Low $690K	$650M	950	56%
Crestwood Advisors	Very High $7M	$7.7B	1,106	79%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Connecticut Wealth Management, LLC	Very High $3.3M	$4.3B	1,303	64%
BOK Financial Advisors	Very Low $310K	$1B	3,263	11%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Hilltop Securities inc.	Low $680K	$2.3B	3,335	18%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Fifth Third Wealth Advisors LLC	High $2.3M	$3.3B	1,426	40%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Momentum Independent Network Inc.	Low $550K	$1.6B	2,817	14%
Maxim Financial Advisors LLC	Low $540K	$410M	758	6%
Valley Wealth Managers, Inc.	Very High $2.4M	$2.1B	854	52%
First Citizens Asset Management, Inc	Very Low $310K	$380M	1,246	5%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
Insigneo Advisory Services, LLC	Low $670K	$2.3B	3,415	12%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Hennion & Walsh Asset Management, Inc.	Low $670K	$720M	1,087	14%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Core Planning	Low $610K	$530M	867	14%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
RBC Securities, Inc.	Typical $920K	$1.2B	1,292	26%

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