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

Multi-team firms active in Maine 86 firms

Very Low $160K-$340K

Low $340K-$550K

Typical $550K-$1.3M

High $1.3M-$1.8M

Very High $1.8M-$3.3M

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

Median: $740K

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
H.M. Payson	Very High $1.8M	$7B	3,961	23%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
St. Germain Investment Management	Low $550K	$3.5B	6,461	30%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
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	Low $340K	$10B	29,615	20%
R M Davis Inc	Very High $3.3M	$7.6B	2,342	56%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Summit Wealth Group	Typical $740K	$2.3B	3,117	19%
Winthrop Wealth	Typical $1.2M	$2.9B	2,405	31%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
IFG Advisory, LLC	Low $510K	$4.6B	9,038	39%
Ingalls & Snyder, LLC	High $1.6M	$6.8B	4,245	26%
Stephens	Typical $670K	$14B	21,168	15%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Corecap Advisors	Low $410K	$4B	9,671	10%
Berger Financial Group	Typical $780K	$2.9B	3,755	22%
Stratos Wealth Advisors LLC	Typical $1.1M	$5.4B	4,928	28%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
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%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
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%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
ValMark Advisers, Inc.	Typical $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%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Independent Wealth Network, Inc.	Very Low $340K	$490M	1,445	18%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Wedmont Private Capital	Very High $6.9M	$3.4B	496	99%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
Seacrest Wealth Management, LLC	Typical $1M	$1.5B	1,475	25%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Keel Point, LlC	Very 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%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Hilltop Securities inc.	Typical $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	Very High $2.3M	$3.3B	1,426	40%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Momentum Independent Network Inc.	Low $550K	$1.6B	2,817	14%
Latitude Advisors, LLC	Very Low $320K	$490M	1,525	8%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Root Financial Partners	Very High $2.5M	$2.1B	852	75%
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	High $1.3M	$2.1B	1,649	0%
Northeast Planning Associates, Inc.	Low $430K	$410M	959	8%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
XYPN Invest	Typical $1M	$650M	621	25%
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%

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