AUM per client for Multi-team firms serving clients in Rhode Island

Multi-team firms active in Rhode Island 82 firms

Very Low $160K-$340K

Low $340K-$630K

Typical $630K-$1.3M

High $1.3M-$1.7M

Very High $1.7M-$5.5M

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

Median: $1.1M

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
XYPN Invest	Typical $1M	$650M	621	25%
Jefferies Investment Advisers LLC	High $1.3M	$2.1B	1,649	0%
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.	Low $550K	$1.6B	2,817	14%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Crestwood Advisors	Very High $7M	$7.7B	1,106	79%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Aegis Capital Corp.	Low $510K	$1.5B	3,030	37%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Capitol Securities Management, Inc.	Low $440K	$1.4B	3,177	41%
Robertson Stephens	Very High $3.2M	$7.1B	2,236	56%
Savvy	Typical $1.1M	$4.8B	4,552	25%
RMR Wealth Builders, Inc.	Typical $940K	$1.8B	1,907	24%
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%
Fourstar Wealth Advisors, LLC	Typical $780K	$1.4B	1,753	16%
Nfsg Corporation	Low $340K	$1B	3,036	25%
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%
On Investment Management CO	Very Low $320K	$3B	9,317	9%
Westminster Financial Advisory Corp	Typical $630K	$1.2B	1,935	16%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
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%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Main Street Financial Solutions, LLC	Typical $1.2M	$2.4B	1,981	36%
CL Wealth Management LLC	Very Low $340K	$730M	2,165	29%
A.G.P. / Alliance Global Partners	Very Low $320K	$2.1B	6,635	6%
Pinnacle Investments, LLC	Low $410K	$1.3B	3,141	0%
ValMark Advisers, Inc.	Low $550K	$8.1B	14,624	11%
The Burney Company	High $1.6M	$3B	1,880	48%
Brookwood Investment Group	Low $360K	$1.3B	3,500	6%
Rehmann Wealth	High $1.6M	$3.4B	2,186	51%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
AlphaStar Capital Management	Very Low $260K	$2.2B	8,466	5%
First Heartland Consultants, Inc.	Very Low $290K	$1.9B	6,350	5%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
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%
Summit Financial, LLC	High $1.3M	$20B	15,660	15%
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	High $1.5M	$4.1B	2,830	71%
CW Advisors, LLC	Very High $2.2M	$14B	6,426	51%
OnePoint BFG Wealth Partners	High $1.7M	$14B	8,458	35%
RWA Wealth Partners	Very High $3.1M	$18B	5,951	60%
Corecap Advisors	Low $410K	$4B	9,671	10%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Stephens	Typical $670K	$14B	21,168	15%
Ingalls & Snyder, LLC	High $1.6M	$6.8B	4,245	26%
Gladstone Wealth Partners	Typical $680K	$5.6B	8,302	27%
Kintra Wealth, LLC	Low $520K	$1.5B	2,914	45%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
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%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Consolidated Portfolio Review Corp	Very Low $260K	$1.6B	6,187	5%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
Novem Group	Low $390K	$1.4B	3,513	7%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Flagship Harbor Advisors, LLC	Low $460K	$3.4B	7,280	35%
Palisade Capital Management, LP	Typical $1.2M	$1.8B	1,577	32%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
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%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%

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