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

Multi-team firms active in Delaware 82 firms

Very Low $140K-$330K

Low $330K-$550K

Typical $550K-$1.3M

High $1.3M-$1.3M

Very High $1.3M-$3.7M

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

Median: $670K

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Firm	AUM/client	AUM	Clients	HNW client %
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Bryn Mawr Trust Advisors, LLC	Very High $2.5M	$3.3B	1,335	45%
Momentum Independent Network Inc.	Low $550K	$1.6B	2,817	14%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Northwest Asset Management	Very High $1.5M	$4.1B	2,758	30%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
A.G.P. / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Sage Financial Group Inc.	Very High $3.8M	$4.1B	1,101	65%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Bogart Wealth, LLC	Very High $2.2M	$3.2B	1,442	50%
Pine Valley Investments	Typical $1.1M	$2.3B	2,070	29%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Garden State Investment Advisory Services, LLC	Very Low $260K	$650M	2,492	6%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
Corecap Advisors	Low $410K	$4B	9,671	10%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Diversify Wealth Management, LLC	Typical $820K	$3.9B	4,719	18%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Jacobi Capital Management, LLC	Typical $820K	$2.4B	2,900	37%
XML Financial Group	Typical $1.1M	$3.2B	2,890	29%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Roffman Miller Associates Inc	Very High $1.9M	$3.1B	1,598	71%
Palisade Capital Management, LP	Typical $1.2M	$1.8B	1,577	32%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Certified Advisory Corp	Typical $1M	$2.5B	2,476	40%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Good Life Advisors, LLC	Very Low $190K	$4.3B	22,240	4%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%

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