AUM per client for Multi-team firms serving clients in District Of Columbia

Multi-team firms active in District Of Columbia 60 firms

Very Low $140K-$280K

Low $280K-$550K

Typical $550K-$1.2M

High $1.2M-$1.3M

Very High $1.3M-$2.4M

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

Median: $600K

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Firm	AUM/client	AUM	Clients	HNW client %
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Douglass Winthrop Advisors LLC	Very High $4.7M	$5.8B	1,249	71%
OneSeven	Low $460K	$7.3B	15,787	12%
Beaumont Financial Partners	Very High $1.5M	$2.8B	1,898	18%
Strategic Wealth Investment Group, LLC	Low $350K	$1.4B	3,900	7%
Palisade Capital Management, LP	Typical $1.2M	$1.8B	1,577	32%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Novem Group	Low $390K	$1.4B	3,513	7%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
XML Financial Group	Typical $1.1M	$3.2B	2,890	29%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Corecap Advisors	Low $410K	$4B	9,671	10%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
LexAurum Advisors	Typical $570K	$1.2B	2,189	15%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
HUB Investment Partners, LLC	Very High $1.3M	$7.2B	5,446	18%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Farther	Typical $970K	$14B	14,593	24%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Wedbush Securities Inc.	Low $540K	$5.4B	9,927	27%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
On Investment Management CO	Low $320K	$3B	9,317	9%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Nfsg Corporation	Low $340K	$1B	3,036	25%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Mission Wealth Management, LP	Very High $2.9M	$14B	4,679	76%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Andersen	Very High $6.8M	$3.8B	550	84%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Waldron Private Wealth	Very High $11M	$5.5B	517	68%
RBC Securities, Inc.	Typical $920K	$1.2B	1,292	26%

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