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

Multi-team firms active in New Jersey 238 firms

Very Low $200K-$330K

Low $330K-$550K

Typical $550K-$720K

High $720K-$1.5M

Very High $1.5M-$2.7M

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

Median: $640K

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Firm	AUM/client	AUM	Clients	HNW client %
RBC Securities, Inc.	High $920K	$1.2B	1,292	26%
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%
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%
Hennion & Walsh Asset Management, Inc.	Typical $670K	$720M	1,087	14%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
Accelerate Retirement	Low $540K	$260M	482	10%
Alexander Capital Wealth Management LLC	Low $390K	$240M	614	12%
Legacy Advisors, LLC	Very High $16M	$4.9B	306	92%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Chelsea Advisory Services, Inc.	Very Low $270K	$150M	552	8%
Saxony Capital Management, LLC	Low $480K	$370M	756	13%
BC Advisors, LLC	Very High $46M	$4.6B	100	100%
Realta Investment Advisors, Inc	Very Low $310K	$380M	1,213	31%
Valley Wealth Managers, Inc.	Very High $2.4M	$2.1B	854	52%
Maxim Financial Advisors LLC	Low $540K	$410M	758	6%
Bryn Mawr Trust Advisors, LLC	Very High $2.5M	$3.3B	1,335	45%
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%
Franklin Street Advisors INC.	Very High $9.6M	$3.7B	379	84%
Brighton Jones LLC	Very High $5M	$18B	3,585	84%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Simon Quick Advisors, LLC	Very High $7.7M	$7.7B	994	67%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Beacon Global Advisor Network, LLC	Low $540K	$750M	1,388	13%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Range Advisory, LLC	Typical $690K	$650M	950	56%
Prosperity - An EisnerAmper Company	Very High $1.7M	$3.1B	1,850	41%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Lombard Advisers Incorporated	Low $540K	$510M	941	8%
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%
BakerAvenue	Very High $4.7M	$4.8B	1,019	70%
CGN Advisors, LLC	High $1.2M	$1.5B	1,281	38%
KCD Financial, Inc.	Very Low $160K	$200M	1,257	2%
OpenArc Corporate Advisory, LLC	Very High $2.6M	$10B	3,841	61%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Colter Lewis Investment Partners, LLC	Very High $26M	$3.4B	130	100%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Wescott Financial Advisory Group LLC	Very High $3.9M	$3B	769	76%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Circle Wealth Management, LLC	Very High $37M	$13B	349	100%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Portfolio Medics, LLC	Very Low $270K	$780M	2,929	1%
Savvy	High $1.1M	$4.8B	4,552	25%
RMR Wealth Builders, Inc.	High $940K	$1.8B	1,907	24%
Silvercrest Asset Management Group LLC	Very High $18M	$19B	1,081	100%
SAX Wealth Advisors, LLC	Very High $2.1M	$3.4B	1,596	45%
Arete Wealth Advisors, LLC	Low $480K	$2.6B	5,289	65%
Calton & Associates, Inc.	Very Low $290K	$1.4B	5,056	6%
Bolton Global Asset Management	High $760K	$4.2B	5,566	31%
Mariner Independent	Very High $1.7M	$7.1B	4,261	37%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Fortis Capital Advisors, LLC	Typical $710K	$1.5B	2,127	17%
Calydon Capital, LLC	Very High $8.5M	$2.4B	282	100%
McAdam LLC	Low $480K	$2.7B	5,538	11%
Fourstar Wealth Advisors, LLC	High $780K	$1.4B	1,753	16%
Greenspring Advisors, LLC	Very High $2.6M	$4.3B	1,697	66%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Hoxton Wealth	Typical $580K	$800M	1,378	31%
StoneX Advisors Inc.	Low $500K	$4.9B	9,741	10%
Seacrest Wealth Management, LLC	High $1M	$1.5B	1,475	25%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
Earned Wealth Advisors, LLC	Very High $1.6M	$2.4B	1,461	40%
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%
NPA Asset Management, LLC	Low $360K	$840M	2,293	38%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Lifeworks Advisors, LLC	Low $510K	$900M	1,772	25%
Avantax Planning Partners, Inc.	Typical $690K	$5.2B	7,515	16%
Wedbush Securities Inc.	Low $540K	$5.4B	9,927	27%
SB Advisory, LLC	Very Low $260K	$400M	1,574	5%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Diversify Advisory Services, LLC	High $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%
Encompass More Asset Management LLC	Very Low $250K	$980M	4,008	6%
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%
Pallas Capital Advisors, LLC	Very High $3.5M	$4.3B	1,221	39%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Tucker Asset Management LLC	Very Low $180K	$530M	2,943	1%
Choreo, LLC	Very High $2.6M	$18B	6,794	65%
Nbc Securities, Inc.	Low $450K	$1.6B	3,508	8%
Kovack Advisors, inc.	Low $430K	$5.6B	12,906	12%
BFC PLANNING, Inc.	Very Low $330K	$3.7B	11,327	5%
Snowden Capital Advisors LLC	High $1.5M	$8.6B	5,878	27%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Advisory Services Network	High $830K	$10B	12,426	9%
Main Street Financial Solutions, LLC	High $1.2M	$2.4B	1,981	36%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Modera Wealth Management, LLC	Very High $2.7M	$16B	5,918	58%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Forvis Mazars Wealth Advisors, LLC	Very High $2.1M	$9B	4,183	40%
Farther	High $970K	$14B	14,593	24%
A.G.P. / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
Concurrent Investment Advisors, LLC	High $1.2M	$16B	13,268	23%
Forum Financial Management, LP	High $1.3M	$7.1B	5,622	31%
TFO Wealth Partners	Very High $2.7M	$5B	1,815	51%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
Advisor Share Wealth Management, LLC	Very Low $120K	$270M	2,216	2%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Cary Street Partners	High $1.3M	$8.9B	6,641	33%
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	High $870K	$8.1B	9,290	24%
Sowell Management	Typical $680K	$4.3B	6,280	6%
Royal Fund Management, LLC	Very Low $310K	$1.5B	4,940	8%
Apollon Wealth Management, LLC	High $1.3M	$11B	8,310	32%
Leo Wealth, LLC	Very High $1.9M	$3.2B	1,714	26%
Madison Partners	Typical $620K	$1.3B	2,042	18%
Nations Financial Group, Inc.	High $830K	$4.6B	5,525	29%
Virtue Capital Management, LLC	Very Low $230K	$1.3B	5,740	1%
American Century Investments Private Client Group, Inc.	Typical $570K	$2.3B	4,098	0%
MONECO Advisors	High $800K	$2.2B	2,781	27%
Pine Valley Investments	High $1.1M	$2.3B	2,070	29%
Waverly Advisors, LLC	Very High $1.6M	$21B	12,923	33%
Wealthcare Advisory Partners LLC	High $720K	$7.7B	10,696	20%
Creative Financial Designs, Inc.	Very Low $280K	$2.9B	10,477	4%
Sequent Planning, LLC	Very Low $98K	$590M	6,015	1%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
Invst, LLC	Typical $570K	$1.3B	2,193	15%
OneAscent Financial Services LLC	Typical $590K	$3B	5,128	16%
SteelPeak Wealth, LLC	Very High $1.6M	$3.7B	2,278	38%
Independence Square Holdings, LLC	Typical $690K	$1.8B	2,621	41%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Arkadios Wealth Advisors	Low $520K	$7.4B	14,320	5%
Trustmont Advisory Group, Inc.	Very Low $320K	$1.4B	4,322	6%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Dynamic	High $960K	$5.3B	5,509	33%
Santander Securities	Very Low $260K	$2.9B	10,832	0%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Wealth Watch Advisors, INC	Very Low $170K	$610M	3,587	2%
JFS Wealth Advisors, LLC	Very High $1.7M	$3.8B	2,216	40%
Moors & Cabot, Inc	Typical $640K	$3.2B	4,921	38%
Prospera Financial Services, inc.	Typical $570K	$11B	18,706	33%
CG Advisory Services	Typical $580K	$2.8B	4,898	14%
Summit Financial, LLC	High $1.3M	$20B	15,660	15%
SEIA	Very High $2.3M	$22B	9,520	52%
Prosperity Capital Advisors	Low $510K	$3.8B	7,469	13%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Coastal Bridge Advisors	Very High $2.4M	$4.4B	1,846	31%
Ritholtz Wealth Management	Very High $1.8M	$7.2B	3,999	31%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Stratos Wealth Advisors LLC	High $1.1M	$5.4B	4,928	28%
Quotient Wealth Partners, LLC	Very High $2M	$4.6B	2,250	51%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
Merit Financial Advisors	High $900K	$18B	20,040	22%
OnePoint BFG Wealth Partners	Very High $1.7M	$14B	8,458	35%
Garden State Investment Advisory Services, LLC	Very Low $260K	$650M	2,492	6%
The Pinnacle Financial Group	Low $410K	$1.3B	3,150	40%
Vicus Capital, Inc.	Low $470K	$2.9B	6,170	36%
Gateway Wealth Partners, LLC	Very Low $300K	$2.2B	7,312	22%
Sunbelt Securities, Inc.	Low $370K	$1.9B	5,261	13%
Tsa Management Inc	Typical $580K	$1.5B	2,566	15%
Corecap Advisors	Low $410K	$4B	9,671	10%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Silver Oak Securities, Incorporated	Very Low $280K	$2.4B	8,631	5%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
The AmeriFlex Group	Typical $550K	$8.6B	15,724	14%
intrua Financial	Low $510K	$1.7B	3,347	12%
Kintra Wealth, LLC	Low $520K	$1.5B	2,914	45%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
The Retirement Planning Group, LLC	High $850K	$4B	4,748	31%
Kestra Private Wealth Services, LLC	Typical $650K	$13B	19,977	27%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
CS Planning Corp	Low $470K	$1.9B	4,190	13%
Mariner Advisor Network	Typical $580K	$9.3B	16,100	14%
CreativeOne Securities, LLC	Very Low $180K	$2.3B	12,362	3%
HBKS Wealth Advisors	High $940K	$6.9B	7,344	22%
XML Financial Group	High $1.1M	$3.2B	2,890	29%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Csenge Advisory Group, LLC	Low $430K	$3.1B	7,147	12%
PKS Advisory Services, LLC	Very Low $220K	$1.1B	4,874	4%
NWF Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Principal Advised Services	Very Low $61K	$1.4B	23,164	0%
Triad Wealth Partners, LLC	Low $390K	$1.5B	3,896	13%
Kingsview Wealth Management, LLC	Typical $700K	$8.5B	12,143	18%
Roffman Miller Associates Inc	Very High $1.9M	$3.1B	1,598	71%
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%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Zhang Financial	Very High $2.5M	$5.6B	2,295	59%
Focus Financial	Low $490K	$6.7B	13,560	13%
Coppell Advisory Solutions LLC	Very Low $120K	$1.1B	8,848	2%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
Palisade Capital Management, LP	High $1.2M	$1.8B	1,577	32%
Carret Asset Management, LLC	High $1.2M	$1.6B	1,336	30%
Modern Wealth Management, LLC	High $830K	$9.6B	11,524	22%
Cornerstone Wealth Management, LLC	Low $390K	$4.8B	12,454	28%
Independent Advisor Alliance, llc	Low $390K	$16B	42,227	37%
United Capital Financial Advisors	High $830K	$21B	24,837	8%
Compound Planning, Inc.	Very Low $260K	$3B	11,480	5%
Bison Wealth, LLC	Very Low $300K	$2.5B	8,569	69%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
NorthCoast Asset Management LLC	High $1M	$4.6B	4,412	27%
IHT Wealth Management LLC	Very Low $280K	$7.1B	25,096	28%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
The Partners Wealth Management	Very Low $180K	$1.1B	5,925	7%
Sound Income Strategies, LLC	Very Low $170K	$4.2B	24,734	2%
Great Valley Advisor Group, LLC	Very Low $250K	$9.3B	36,836	5%
Facet	Low $450K	$6B	13,331	17%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
The Ascent Group, LLC	High $850K	$3.5B	4,177	21%
Advisors Capital Management, LLC	Typical $640K	$11B	17,842	16%
SpiderRock Advisors, LLC	Very High $2M	$8.4B	4,300	46%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
J. Safra Asset management Corporation	Very High $1.7M	$5.7B	3,374	91%
John Hancock Personal Financial Services, LLC	Very Low $62K	$2.2B	35,589	1%
Vontobel Swiss Financial Advisers	Very High $4.2M	$9.7B	2,325	81%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
ACR Alpine Capital Research, LLC	Typical $690K	$4.8B	6,960	14%
Ally invest Advisors	Very Low $21K	$1.7B	83,199	0%

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