AUM per client for Supported firms serving clients in Connecticut

Supported firms active in Connecticut 195 firms

Very Low $120K-$330K

Low $330K-$650K

Typical $650K-$1M

High $1M-$1.6M

Very High $1.6M-$3.3M

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

Median: $830K

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Firm	AUM/client	AUM	Clients	HNW client %
Cooper Financial Services, Inc.	Very Low $150K	$200M	1,335	4%
Toomey Investment Management, Inc	Very Low $240K	$310M	1,291	6%
The Dowling Group Wealth Management	Low $520K	$170M	321	6%
Saybrook Wealth Group, Inc.	Typical $910K	$290M	316	24%
Its Asset Management, L.P.	Low $420K	$250M	586	3%
Hammond Iles Wealth Advisors	Low $490K	$470M	971	13%
PASNAU Investment Management, Inc.	Low $550K	$130M	233	11%
Arista Advisory Group, LLC	Low $470K	$100M	222	13%
U.S.A. Financial & Tax Services, LLC	Very Low $240K	$160M	660	4%
44 North Capital, LLC	Very Low $290K	$120M	425	51%
Capital Preservation Partners, Inc.	Low $530K	$220M	417	15%
Brixton Capital Wealth Advisors, LLC	Very Low $260K	$210M	819	25%
Advanced Capital Advisors, LLC	Typical $860K	$170M	201	0%
The Retirement Planning Company of New England, Inc.	Typical $700K	$390M	565	24%
Tuttle Wealth Partners LLC	Very Low $120K	$65M	565	6%
Bountiful Investment Management LLC	Very Low $290K	$160M	560	2%
First Financial Advisory Services Inc	Low $540K	$280M	516	15%
FSC Wealth Advisors, LLC	Very Low $130K	$91M	686	1%
Metric Financial, LLC	Low $590K	$97M	165	17%
Thames Financial Management	Typical $1M	$300M	292	36%
Agemy Wealth Advisors, LLC	Very Low $320K	$130M	404	27%
Financial Resources Group, LLC	Very Low $220K	$89M	404	97%
Kennedy Wealth & Tax Management, LLC	High $1.6M	$210M	133	44%
Richard P. Doleva & Associates	Very Low $0	$0	264	14%
Steinberganna Wealth Management LLC	Very High $1.8M	$470M	259	41%
Ridgeview Asset Management Partners, LLC	Very High $2.4M	$310M	129	100%
Reshape Wealth	Very High $1.8M	$230M	127	69%
Granite Islands Private Wealth, LLC	Low $450K	$220M	477	79%
Howard Wealth Management, LLC	High $1.6M	$380M	237	40%
Breachway Investments, LLC	Low $640K	$150M	236	17%
Oaktrust Wealth Advisors, LLC	High $1.2M	$290M	236	31%
Charter Oak Asset Management, Inc.	Typical $650K	$74M	114	29%
Tumolo Wealth Management LLC	Very Low $300K	$130M	449	7%
Trombley Wealth Management	Low $370K	$81M	222	8%
Pasco Advisors, LLC	Very Low $160K	$35M	210	0%
Dunbar Associates, LLC	Low $630K	$130M	204	50%
Scholtz & Company, LLC	High $1.6M	$330M	204	50%
Keynote Financial Services, LLC	High $1.1M	$210M	198	37%
LifeCapital Partners LLC	Low $450K	$130M	297	14%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Bond Financial Group, Inc.	Very Low $290K	$55M	191	6%
Successful Wealth Strategies, LLC	Very Low $270K	$51M	187	16%
Aurora Investment Managers, LLC	Very High $1.8M	$320M	185	30%
Prato Capital Management	Low $570K	$160M	273	12%
Strategic Financial, LLC	Very Low $320K	$58M	181	21%
Mainstream Capital Management	High $1.3M	$220M	170	35%
BridgeLight Financial Advisors, Inc	Low $610K	$150M	246	15%
WMGNA	High $1.1M	$350M	326	30%
Morrissey Wealth Management LLC	Typical $1M	$170M	161	30%
August Wealth Advisors LLC	High $1.4M	$440M	319	60%
Abbondandolo Wealth Management Corp	Low $470K	$110M	238	22%
Top Private Wealth	Typical $710K	$110M	150	25%
Pennfield Capital Corp	Very Low $310K	$46M	148	0%
Dunham Lane Capital Partners LLC	Typical $780K	$110M	146	49%
Sightline Wealth Advisors, LLC	High $1.2M	$350M	290	41%
Greenhouse Wealth Management, LLC	Very High $4.1M	$290M	71	94%
Third Eye Associates, Ltd	Very Low $0	$0	211	39%
Income & Asset Advisory, Inc.	Low $620K	$170M	279	19%
Financial Independence, LLC	Typical $1M	$290M	278	31%
Sound Portfolio Advisors, LLC	High $1.1M	$150M	139	45%
Conscious Capital Wealth Management, LLC	Low $630K	$130M	207	32%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
WJ Financial Advisors, LLC	Typical $740K	$200M	272	26%
Audible Wealth Management	Very Low $150K	$39M	269	3%
Agilis Investment Management LLC	Low $420K	$82M	194	84%
DJG Financial Services, Inc.	Low $460K	$90M	194	14%
Barron Financial Group, LLP	High $1M	$200M	192	34%
Maryland Capital Advisors, Inc.	Very High $2.6M	$490M	190	56%
Spivak Asset Management, LLC	Very High $7M	$440M	63	83%
Abundant Wealth Management LLC	High $1.3M	$240M	187	7%
Scarsdale Investment Group, Ltd.	—	—	124	81%
Oak Financial Group Inc	High $1.4M	$170M	122	66%
Southport Station Financial Management, LLC	Typical $1M	$190M	182	46%
Sullivan Financial, LLC	Typical $770K	$93M	121	23%
Constitution Investment Advisory and Portfolio Management	High $1.3M	$240M	180	30%
Mullaney Keating & Wright Inc	Very High $1.6M	$300M	180	39%
Clark & Stuart Inc	High $1.1M	$190M	178	100%
Jeffrey N. Mehler, CFP LLC	Very High $2.3M	$410M	177	74%
Jabez Financial, LLC	Very Low $120K	$14M	117	0%
Quorus Inc.	Typical $830K	$140M	174	75%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
Succession Financial, Inc	High $1.2M	$210M	173	36%
Infiniti Wealth Management	High $1.1M	$190M	171	24%
Ayrshire Capital Management LLC	Very High $2.5M	$280M	111	79%
TimeCapital Investor Advisory Services Inc	High $1.1M	$230M	218	28%
Milestone Asset Management Group, LLC	High $1.4M	$300M	214	58%
Spurstone	High $1.2M	$190M	159	36%
Charter Research & Investment Group Inc	Very High $1.7M	$270M	158	47%
Weiss Financial Group LLC	Typical $780K	$81M	105	30%
Somnio Financial Group, LLC	High $1.6M	$170M	103	69%
Werlinich Asset Management, L.L.C.	Very High $3.2M	$160M	51	47%
Haviland & Sams, LLC	Very Low $0	$0	101	79%
Larimer Capital Corporation	Very High $1.7M	$170M	101	45%
Heritage Capital, LLC	Typical $980K	$140M	146	47%
Hanley & Associates LLC	Very Low $250K	$24M	97	9%
Springboard Asset Management LLC	High $1.4M	$140M	97	39%
Congress Park Capital LLC	Very High $2.8M	$400M	145	43%
The Herbst Group, LLC	Typical $1M	$200M	190	24%
Silver Oak Wealth Advisors Services, LLC	Very High $2.1M	$300M	142	56%
United Financial Planning Group LLC	Very High $1.8M	$350M	188	60%
RPM Capital Management, LLC	Low $510K	$72M	140	96%
Bright Advisors	Typical $720K	$130M	178	32%
Wealth Management Advisers, LLC	Typical $740K	$66M	89	11%
Briggs Wealth Management, Inc.	Very High $2.7M	$360M	132	68%
Magnolia Private Wealth, LLC	High $1.5M	$270M	176	49%
Chesapeake Asset Management LLC	Very High $2.3M	$300M	130	50%
Retirement Systems LLC	Very Low $220K	$37M	172	0%
Bortolussi Wealth Management, Inc.	Typical $660K	$83M	125	20%
Investment Advisor Group	Typical $660K	$81M	123	8%
APM Wealth	Low $600K	$47M	79	27%
Silver Pine Capital, LLC	Low $530K	$42M	79	43%
AIS Capital Management L.P.	Very High $4.4M	$170M	39	97%
Value Investment Professionals, LLC	High $1.6M	$240M	156	42%
Settanni Financial LLC	Very High $2.2M	$340M	155	32%
Shea Financial Advisors	High $1.5M	$120M	77	43%
Catum Advisory Group, LLC	High $1.2M	$93M	75	47%
Compass Rose Strategic Partners LLC	Typical $690K	$100M	150	45%
Wellspring Financial, LLC	Low $620K	$69M	112	20%
Wright Private Asset Management LLC	Typical $980K	$35M	36	44%
Hoskin Capital	Very Low $110K	$13M	47	13%
NorthStar Portfolio Investments, LLC	Typical $920K	$64M	70	26%
Tittmann & Rusch, LLC	—	—	70	0%
Five Mile River Investment Management, LLC	Typical $830K	$85M	103	100%
DBA Seaside Financial & Insurance Services	Low $590K	$81M	137	18%
FAO Wealth Inc	Low $620K	$42M	68	19%
Financial Decisions, LLC	Very High $2.3M	$320M	136	88%
Greenwich Creek Capital Management, LLC	High $1.4M	$98M	68	37%
Eagle Wealth Advisors	High $1.6M	$160M	101	31%
Zenith Investment Management, LLC	Typical $770K	$78M	101	29%
Eagle Capital Advisors, LLC	High $1.5M	$98M	67	25%
Envest Asset Management, LLC	Typical $680K	$46M	67	19%
RGA Investment Advisors, LLC	Typical $850K	$85M	99	19%
Sovereign Financial Services	Low $580K	$38M	65	17%
Plan First Wealth LLC	High $1.5M	$140M	96	67%
Turtle Bay Group, Inc.	Very Low $0	$0	64	86%
Aventura Capital Management, LLC	Low $380K	$48M	126	10%
Beaulieu & Associates, LLC	Typical $680K	$43M	63	21%
Brennan Capital Management LLC	Typical $650K	$40M	62	23%
Mountain Vista Wealth Management	Typical $840K	$50M	60	35%
Waypoint Financial, LLC	Low $610K	$37M	60	17%
Crionna Wealth LLC	Typical $990K	$59M	59	27%
Colchester Investment Counsel LLC	Very High $2.2M	$130M	58	66%
Connecticut Capital Management Group, LLC	Very High $2.2M	$250M	114	46%
Alpine Hill Advisors LLC	Very High $2M	$110M	56	57%
Buell Investment Advisors	Very Low $330K	$35M	106	81%
Fairport Asset Management Corp	Very Low $230K	$12M	51	22%
Onitus Capital, LLC	Very Low $120K	$6.4M	51	35%
Cornerstone Financial Management LLC	Very High $1.6M	$170M	101	49%
Abbington Investment Group, LLC	Very High $4M	$200M	50	100%
LCR Wealth Management LLC	Very High $2M	$150M	73	59%
Drum Hill Capital, LLC	Very High $2.7M	$190M	72	60%
Origin Wealth Advisers	Very High $1.7M	$81M	48	77%
Rioux & Company, LLC	Very Low $290K	$20M	71	11%
Investors Capital Management Inc.	High $1.6M	$74M	47	57%
Stableford Capital LLC	Very High $3.2M	$300M	92	54%
Fiscal Dynamics Incorporated	Typical $680K	$31M	45	29%
Delta Wealth Management, LLC	High $1.5M	$67M	44	100%
Greenwich Financial Advisors, LLC	Typical $780K	$34M	44	50%
Wharton Midmarket Investment Advisors Inc	Very High $5.2M	$220M	43	98%
Firethorn Capital, LLC	High $1.1M	$44M	40	73%
Lyons Asset Management	Very Low $280K	$11M	40	0%
Innovative Wealth Management	Very Low $96K	$7.5M	79	6%
Diamant Asset Management, Inc.	Very High $3.5M	$200M	59	100%
Mint Asset Management LLC	High $1.1M	$62M	56	45%
Osprey Private Wealth LLC	Very High $6.1M	$340M	56	79%
WSA Affiliates, LLC	Very Low $0	$0	56	18%
Compass	Typical $880K	$48M	54	20%
Apricity Financial, LLC	High $1.4M	$94M	67	49%
Stone Wall Money Management LLC	Very Low $130K	$8.8M	67	0%
North Haven Financial LLC	High $1.1M	$36M	33	67%
Tanaka Capital Management Inc	High $1.5M	$23M	16	44%
VII Capital Management LLC	Low $580K	$28M	48	65%
Mighty Oak Management LLC	Low $330K	$15M	45	53%
Longwall Family Office	Very High $9.1M	$400M	44	45%
Olson Consulting LLC	Typical $790K	$22M	28	0%
Krauss Whiting Capital Advisors LLC	High $1.4M	$37M	27	52%
LumenAI	Very High $2.3M	$30M	13	100%
B Side Partners, LLC	Very High $2.5M	$62M	25	84%
Professional Alliance Associates, LLC	—	—	25	0%
Confluent Asset Management LLC	Very Low $150K	$3.5M	24	0%
Dick Hutchinson Registered Investment Advisor	Very High $2M	$49M	24	75%
KP7 Investors LLC	Typical $860K	$10M	12	100%
Jadwin Asset Management LLC	Very High $2.1M	$49M	23	100%
Netherby Advisors LLC	Typical $880K	$18M	21	52%
Shearman, Ralston Inc.	Very High $4.9M	$98M	20	75%
New Line Capital, LLC	High $1.1M	$30M	26	65%
The Family Financial Group	Very Low $0	$0	16	100%
Calm River Capital LLC	Low $550K	$13M	23	70%
Blue Elm Advisors	Low $370K	$5.6M	15	7%
Pettee Investors Inc	Very High $6.6M	$180M	27	100%
Fleetstar Financial	Very Low $180K	$1.1M	6	0%
Kineo Capital LLC	Typical $1M	$17M	17	100%
Noble Capital Management, Inc.	Low $450K	$10M	22	64%
AMFA LLC	Low $580K	$9.3M	16	100%
Strive Retirement Group	Low $430K	$6.1M	14	14%
Black Swan Wealth Management	Very Low $0	$0	7	0%
Sonder Partners	High $1.3M	$6.7M	5	80%
VinsonCap Wealth Advisors LLC	Very High $2.8M	$5.7M	2	100%
Budnick Capital, LLC	—	—	—	—
Crito Capital Advisers LLC	—	—	—	—
EliteGate Wealth, LLC	—	—	—	—
Grant Wealth Advisors LLC	—	—	—	—
R & R Wealth Strategies, LLC	—	—	—	—
Strong Wealth Advisors, LLC	—	$0	—	—

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