AUM per client for Multi-team firms serving clients in New Hampshire

Multi-team firms active in New Hampshire 129 firms

Very Low $150K-$340K

Low $340K-$550K

Typical $550K-$1.2M

High $1.2M-$1.7M

Very High $1.7M-$4.2M

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

Median: $640K

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
Gradient Advisors, LLC	Very Low $130K	$290M	2,149	2%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Northeast Planning Associates, Inc.	Low $430K	$410M	959	8%
BMO Family Office, LLC	Very High $140M	$9.8B	70	100%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
Core Planning	Typical $610K	$530M	867	14%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Latitude Advisors, LLC	Very Low $320K	$490M	1,525	8%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
integrity Advisory Solutions	Low $450K	$1.1B	2,387	10%
Bailard, Inc.	Very High $4.6M	$4.6B	1,008	76%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Prosperity - An EisnerAmper Company	Very High $1.7M	$3.1B	1,850	41%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
New Edge Wealth	Very High $5.2M	$19B	3,621	43%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
BOK Financial Private Wealth, Inc.	Very High $4.2M	$3.1B	737	56%
Keel Point, LlC	Very High $1.8M	$2.7B	1,475	51%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
New England Private Wealth Advisors, LLC	Very High $8.2M	$3.1B	376	90%
Bolton Global Asset Management	Typical $760K	$4.2B	5,566	31%
Mariner Independent	High $1.7M	$7.1B	4,261	37%
Vanderbilt Advisory Services	Very Low $330K	$2B	6,199	6%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Fourstar Wealth Advisors, LLC	Typical $780K	$1.4B	1,753	16%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
F L Putnam Investment Management Co.	Very High $2.7M	$7.6B	2,823	53%
The Mather Group, LLC	Very High $2.8M	$13B	4,773	60%
Belpointe Asset Management LLC	Typical $710K	$5.2B	7,321	18%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Diversify Advisory Services, LLC	Typical $840K	$4.4B	5,200	15%
Exodus Wealth, LLC	Very Low $210K	$470M	2,219	3%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
Northwest Asset Management	High $1.5M	$4.1B	2,758	30%
Independent Wealth Network, Inc.	Low $340K	$490M	1,445	18%
U.S. Capital Wealth Advisors, LLC	Very High $1.9M	$8.2B	4,395	43%
Alden investment Group	Very Low $240K	$350M	1,457	7%
Clifford Swan Investment Counselors	Very High $4.3M	$3.8B	884	67%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Advisory Services Network	Typical $830K	$10B	12,426	9%
CL Wealth Management LLC	Very Low $340K	$730M	2,165	29%
Northrock Partners, LLC	Very High $2.5M	$12B	4,778	47%
A.G.P. / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Krilogy	High $1.4M	$4.4B	3,061	37%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Rehmann Wealth	High $1.6M	$3.4B	2,186	51%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
B. Riley Wealth Advisors, Inc.	Low $400K	$4B	10,096	8%
Accurate Wealth Management, LLC	Typical $650K	$1.7B	2,612	15%
Mutual Advisors, LLC	Typical $870K	$8.1B	9,290	24%
Compass Financial Management LLC	Low $390K	$850M	2,152	9%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
Avior Wealth Management, LLC	High $1.2M	$5.6B	4,775	48%
Dakota Wealth, LLC	Very High $1.8M	$6.6B	3,728	35%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
Everett Harris & Co	Very High $16M	$11B	718	0%
SEIA	Very High $2.3M	$22B	9,520	52%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Annex Wealth Management, LLC	Typical $1.1M	$7.5B	6,710	43%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Beacon Trust	High $1.5M	$4.1B	2,830	71%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
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	High $1.6M	$6.8B	4,245	26%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
Winthrop Wealth	High $1.2M	$2.9B	2,405	31%
Continuum Advisory, LLC	Low $540K	$1.8B	3,344	27%
Capital Advisors, Inc.	Very High $2M	$6.6B	3,262	46%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	20%
Grimes & Company	High $1.6M	$5.8B	3,660	49%
HBKS Wealth Advisors	Typical $940K	$6.9B	7,344	22%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
R M Davis Inc	Very High $3.3M	$7.6B	2,342	56%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Verity Asset Management	Very Low $150K	$850M	5,803	3%
Novem Group	Low $390K	$1.4B	3,513	7%
Portside Wealth Group, LLC	Very Low $200K	$1.2B	6,257	33%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
OneSeven	Low $460K	$7.3B	15,787	12%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
HBW Advisory Services LLC	Very Low $120K	$1.7B	13,779	1%
Facet	Low $450K	$6B	13,331	17%
St. Germain Investment Management	Typical $550K	$3.5B	6,461	30%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	Very High $3.8M	$12B	3,214	100%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Marshfield Associates	High $1.2M	$4.7B	3,946	22%
VestGen Advisors, LLC	Very Low $290K	$6.7B	22,790	6%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
Signature Investment Advisors, LLC	Typical $890K	$6.6B	7,454	23%

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