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

Multi-team firms active in Maryland 190 firms

Very Low $160K-$320K

Low $320K-$460K

Typical $460K-$830K

High $830K-$1.5M

Very High $1.5M-$4.1M

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

Median: $610K

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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%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Facet	Low $450K	$6B	13,331	17%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
D.F. Dent and Company, Inc.	Very High $4.5M	$4.5B	1,011	89%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Certified Advisory Corp	High $1M	$2.5B	2,476	40%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
OneSeven	Typical $460K	$7.3B	15,787	12%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
AdvisorNet Wealth Partners	High $900K	$3.1B	3,499	26%
Harbor Investment Advisory, LLC	High $860K	$2.9B	3,357	61%
Novem Group	Low $390K	$1.4B	3,513	7%
Signal Advisors Wealth, LLC	Low $350K	$1.7B	4,816	10%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
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%
XML Financial Group	High $1.1M	$3.2B	2,890	29%
Elevation Point Wealth Partners, LLC	Very High $1.7M	$8.1B	4,879	33%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
CS Planning Corp	Typical $470K	$1.9B	4,190	13%
Heritage Investors Management Corp	Very High $5.9M	$4B	682	86%
Strategic Financial Concepts, llc	Very Low $200K	$760M	3,698	5%
Kingswood Wealth Advisors, LLC	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%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
intrua Financial	Typical $510K	$1.7B	3,347	12%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
Integrated Advisors Network LLC	Typical $740K	$5.4B	7,363	9%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Stephens	Typical $670K	$14B	21,168	15%
Spire Wealth Management, LLC	Typical $700K	$4.3B	6,151	2%
Financial Security Advisory Inc	Typical $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%
Corecap Advisors	Low $410K	$4B	9,671	10%
Tsa Management Inc	Typical $580K	$1.5B	2,566	15%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Vicus Capital, Inc.	Typical $470K	$2.9B	6,170	36%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Merit Financial Advisors	High $900K	$18B	20,040	22%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Ritholtz Wealth Management	Very High $1.8M	$7.2B	3,999	31%
Prosperity Capital Advisors	Typical $510K	$3.8B	7,469	13%
Summit Financial, LLC	High $1.3M	$20B	15,660	15%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Arax Advisory Partners	High $1.4M	$9.9B	6,949	26%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Arkadios Wealth Advisors	Typical $520K	$7.4B	14,320	5%
Independence Square Holdings, LLC	Typical $690K	$1.8B	2,621	41%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
SteelPeak Wealth, LLC	Very High $1.6M	$3.7B	2,278	38%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Invst, LLC	Typical $570K	$1.3B	2,193	15%
LexAurum Advisors	Typical $570K	$1.2B	2,189	15%
Regal Investment Advisors LLC	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%
Wealthcare Advisory Partners LLC	Typical $720K	$7.7B	10,696	20%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Capital Investment Advisory Services, LLC	Low $370K	$2.3B	6,172	12%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Thurston Springer Advisors	Low $360K	$2B	5,600	39%
Mutual Advisors, LLC	High $870K	$8.1B	9,290	24%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
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%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
Verdence Capital Advisors, LLC	Very High $2.4M	$4.3B	1,798	42%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
Farther	High $970K	$14B	14,593	24%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Girard Advisory Services, LLC	High $1M	$2.4B	2,350	31%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Snowden Capital Advisors LLC	Very 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%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Eversource Wealth Advisors, LLC	High $1.2M	$3.8B	3,255	47%
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%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Lifeworks Advisors, LLC	Typical $510K	$900M	1,772	25%
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	Low $320K	$3B	9,317	9%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Fiduciary Financial Advisors	Typical $610K	$1.3B	2,164	26%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
StoneX Advisors Inc.	Typical $500K	$4.9B	9,741	10%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Greenspring Advisors, LLC	Very High $2.6M	$4.3B	1,697	66%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
McAdam LLC	Typical $480K	$2.7B	5,538	11%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Arete Wealth Advisors, LLC	Typical $480K	$2.6B	5,289	65%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Ferguson Wellman Capital Management, Inc.	Very High $8.3M	$7.9B	951	91%
Mason Investment Advisory Services Inc	Very High $6.6M	$7B	1,063	71%
Wesbanco Securities, Inc.	Very Low $180K	$290M	1,627	13%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Cape Investment Advisory, Inc.	Typical $460K	$460M	1,002	11%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Aegis Capital Corp.	Typical $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%
Lombard Advisers Incorporated	Typical $540K	$510M	941	8%
Prosperity - An EisnerAmper Company	Very High $1.7M	$3.1B	1,850	41%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Certuity, LLC	Very High $5.2M	$2.4B	464	89%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Latitude Advisors, LLC	Low $320K	$490M	1,525	8%
Van Clemens Wealth Management, LLC	Typical $770K	$460M	599	32%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Accelerate Retirement	Typical $540K	$260M	482	10%
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%
Core Planning	Typical $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%
XYPN Invest	High $1M	$650M	621	25%
RBC Securities, Inc.	High $920K	$1.2B	1,292	26%
Pennington Partners & Co., LLC	Very High $45M	$4.6B	102	100%

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