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

Multi-team firms active in Massachusetts 214 firms

Very Low $140K-$320K

Low $320K-$550K

Typical $550K-$1.2M

High $1.2M-$2.6M

Very High $2.6M-$5.7M

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

Median: $700K

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Congress Asset Management Company, LLP	Typical $850K	$6.8B	8,019	20%
Concentric	High $2.4M	$12B	5,142	85%
Marshfield Associates	Typical $1.2M	$4.7B	3,946	22%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	Very High $3.8M	$12B	3,214	100%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
St. Germain Investment Management	Low $550K	$3.5B	6,461	30%
Facet	Low $450K	$6B	13,331	17%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
The Fiduciary Alliance	Very Low $270K	$2.4B	8,744	27%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Trillium Asset Management	High $1.3M	$2.3B	1,731	35%
Provenance Wealth advisors	Typical $960K	$2.9B	3,085	18%
Northeast Investment Management Inc	High $1.9M	$3.1B	1,626	34%
Welch & Forbes LLC	Very High $13M	$8.2B	643	74%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
NorthCoast Asset Management LLC	Typical $1M	$4.6B	4,412	27%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
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%
OneSeven	Low $460K	$7.3B	15,787	12%
Beaumont Financial Partners	High $1.5M	$2.8B	1,898	18%
Palisade Capital Management, LP	Typical $1.2M	$1.8B	1,577	32%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Howland Capital Management LLC	Very High $2.6M	$3.3B	1,270	11%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Novem Group	Low $390K	$1.4B	3,513	7%
Verus Capital Partners, LLC	Low $410K	$2.1B	5,086	8%
Trilogy Capital, Inc.	Low $320K	$2.6B	8,058	7%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
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%
CS Planning Corp	Low $470K	$1.9B	4,190	13%
ASSET ALLOCATION STRATEGIES, llc	Very Low $160K	$720M	4,363	4%
Grimes & Company	High $1.6M	$5.8B	3,660	49%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
Kestra Private Wealth Services, LLC	Typical $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%
Winthrop Wealth	High $1.2M	$2.9B	2,405	31%
The AmeriFlex Group	Low $550K	$8.6B	15,724	14%
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	High $1.6M	$6.8B	4,245	26%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
Spire Wealth Management, LLC	Typical $700K	$4.3B	6,151	2%
Founders Financial Securities, LLC	Low $390K	$3.7B	9,590	15%
Johnson Investment Counsel, Inc.	Very High $2.9M	$15B	5,251	57%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
RFG Advisory, LLC	Very Low $320K	$4.6B	14,368	10%
Corecap Advisors	Low $410K	$4B	9,671	10%
RWA Wealth Partners	Very High $3.1M	$18B	5,951	60%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
Merit Financial Advisors	Typical $900K	$18B	20,040	22%
Strategic blueprint, LLC	Typical $750K	$2.5B	3,338	27%
CW Advisors, LLC	High $2.2M	$14B	6,426	51%
Stratos Wealth Advisors LLC	Typical $1.1M	$5.4B	4,928	28%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Ritholtz Wealth Management	High $1.8M	$7.2B	3,999	31%
Coastal Bridge Advisors	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%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Arax Advisory Partners	High $1.4M	$9.9B	6,949	26%
RedHawk Wealth Advisors, Inc.	Low $440K	$1.4B	3,118	4%
Proficio Capital Partners LLC	Very High $32M	$4.4B	138	100%
Guardian Wealth Advisors, LLC	Typical $930K	$2B	2,123	22%
CliftonLarsonAllen Wealth Advisors, LLC	High $1.7M	$11B	6,550	36%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
Dynamic	Typical $960K	$5.3B	5,509	33%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Trustmont Advisory Group, Inc.	Very Low $320K	$1.4B	4,322	6%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
Soltis Investment Advisors, LLC	High $1.3M	$6.9B	5,113	63%
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%
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%
Avior Wealth Management, LLC	Typical $1.2M	$5.6B	4,775	48%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
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%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Mutual Advisors, LLC	Typical $870K	$8.1B	9,290	24%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Perigon Wealth Management, LLC	High $1.7M	$9.3B	5,421	30%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Verdence Capital Advisors, LLC	High $2.4M	$4.3B	1,798	42%
Concurrent Investment Advisors, LLC	Typical $1.2M	$16B	13,268	23%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Evensky & Katz/Foldes Wealth Management	Very High $2.6M	$3B	1,165	65%
HUB Investment Partners, LLC	High $1.3M	$7.2B	5,446	18%
A.G.P. / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
Farther	Typical $970K	$14B	14,593	24%
Forvis Mazars Wealth Advisors, LLC	High $2.1M	$9B	4,183	40%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
Main Street Financial Solutions, LLC	Typical $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%
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%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Greenwich Wealth Management, LLC	Very High $3.8M	$2.2B	589	83%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Pallas Capital Advisors, LLC	Very High $3.5M	$4.3B	1,221	39%
Alden investment Group	Very Low $240K	$350M	1,457	7%
U.S. Capital Wealth Advisors, LLC	High $1.9M	$8.2B	4,395	43%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
Chicago Partners Investment Group LLC	High $2.6M	$7B	2,741	64%
Eversource Wealth Advisors, LLC	Typical $1.2M	$3.8B	3,255	47%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
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%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
Financial & Tax Architects, LLC	Very Low $240K	$370M	1,565	10%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Nfsg Corporation	Low $340K	$1B	3,036	25%
UMB Financial Services, Inc.	Very Low $2.4K	$5M	2,110	0%
Fourstar Wealth Advisors, LLC	Typical $780K	$1.4B	1,753	16%
McAdam LLC	Low $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	High $1.7M	$7.1B	4,261	37%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Choate Investment Advisors	Very High $15M	$9.4B	614	85%
New England Private Wealth Advisors, LLC	Very High $8.2M	$3.1B	376	90%
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%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
SAX Wealth Advisors, LLC	High $2.1M	$3.4B	1,596	45%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
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%
Reynders, McVeigh Capital Management, LLC	Very High $4.2M	$3B	704	77%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
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%
Keel Point, LlC	High $1.8M	$2.7B	1,475	51%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
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	Typical $660K	$660M	994	16%
Prosperity - An EisnerAmper Company	High $1.7M	$3.1B	1,850	41%
71 West Capital Partners	Very High $32M	$5.5B	171	98%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
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%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
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%
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%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Goelzer Investment Management	Very High $3.7M	$2.2B	577	70%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Van Clemens Wealth Management, LLC	Typical $770K	$460M	599	32%
Northern trust Securities, Inc	Typical $810K	$1.6B	2,024	69%
Summit Trail Advisors, LLC	Very High $26M	$17B	639	92%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Brownson, Rehmus & Foxworth, Inc.	Very High $17M	$4.5B	263	100%
Accelerate Retirement	Low $540K	$260M	482	10%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Hennion & Walsh Asset Management, Inc.	Typical $670K	$720M	1,087	14%
SVB Wealth	High $2.4M	$2.4B	1,024	52%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
BMO Family Office, LLC	Very High $140M	$9.8B	70	100%
The Bollard Group LLC	Very High $380M	$5.3B	14	100%
Northeast Planning Associates, Inc.	Low $430K	$410M	959	8%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
XYPN Invest	Typical $1M	$650M	621	25%
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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