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

Multi-team firms active in Vermont 56 firms

Very Low $140K-$330K

Low $330K-$630K

Typical $630K-$1.3M

High $1.3M-$1.3M

Very High $1.3M-$5.2M

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

Median: $780K

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Firm	AUM/client	AUM	Clients	HNW client %
MWA Financial Services Inc.	Very Low $310K	$620M	1,981	4%
Lifemark Securities Corp.	Low $400K	$420M	1,053	6%
Northeast Planning Associates, Inc.	Low $430K	$410M	959	8%
Jefferies Investment Advisers LLC	Very 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%
Momentum Independent Network Inc.	Low $550K	$1.6B	2,817	14%
Northland Asset Management	Low $460K	$400M	875	55%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
IAMS Wealth Management, LLC	Very Low $240K	$390M	1,612	3%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Savvy	Typical $1.1M	$4.8B	4,552	25%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
Tocqueville Asset Management LP	Very High $4.9M	$5.7B	1,159	64%
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%
Navy Federal Investment Services, LLC	Very Low $280K	$2.1B	7,424	4%
International Assets Investment Management, LLC	Low $420K	$2.5B	5,871	35%
Snowden Capital Advisors LLC	Very High $1.5M	$8.6B	5,878	27%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
Advisory Services Network	Typical $830K	$10B	12,426	9%
ValMark Advisers, Inc.	Low $550K	$8.1B	14,624	11%
WORLD EQUITY GROUP, Inc.	Very Low $300K	$1B	3,151	4%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
Avior Wealth Management, LLC	Typical $1.2M	$5.6B	4,775	48%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
GRADIENT Wealth Management	Very Low $130K	$600M	4,546	4%
Dynamic	Typical $960K	$5.3B	5,509	33%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Prospera Financial Services, inc.	Low $570K	$11B	18,706	33%
Bradley Foster & Sargent Inc	Very High $4.4M	$8.1B	1,840	55%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Berger Financial Group	Typical $780K	$2.9B	3,755	22%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Corecap Advisors	Low $410K	$4B	9,671	10%
Ingalls & Snyder, LLC	Very High $1.6M	$6.8B	4,245	26%
Continuum Advisory, LLC	Low $540K	$1.8B	3,344	27%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
Kingswood Wealth Advisors, LLC	Very Low $330K	$3.7B	11,259	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%
Advisory Alpha, LLC	Very Low $270K	$2.4B	8,799	5%
Madison Avenue Securities, LLC	Very Low $140K	$2B	14,084	4%
Wealthcare Capital Management LLC	Typical $660K	$3.7B	5,638	23%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%

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