AUM per client for Supported firms serving clients in Delaware

Supported firms active in Delaware 54 firms

Very Low $210K-$400K

Low $400K-$550K

Typical $550K-$1M

High $1M-$1.5M

Very High $1.5M-$2.8M

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

Median: $630K

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Firm	AUM/client	AUM	Clients	HNW client %
Cagr Finance LLC	—	$32K	—	—
Ziv Investment Company	High $1.2M	$1.2M	1	100%
Walnut Green Asset Management, LLC	Very High $9.3M	$65M	7	100%
Insight Financial Strategists	High $1.2M	$28M	23	65%
GT Investment Management, LLC	Very Low $160K	$5.5M	35	100%
Raskin Global Inc.	Low $490K	$18M	38	21%
Third Sigma Investment Advisors LLC	High $1.1M	$45M	42	69%
CSS Capital Advisory LLC	Very High $2.6M	$61M	23	100%
Oberlin Wealth Partners, LLC	High $1.2M	$21M	17	76%
Axion Financial Group LLC	High $1.3M	$47M	36	83%
Black Arrow Capital LLC	High $1M	$38M	38	32%
Thomas Story and Son LLC	Very High $8.3M	$320M	39	72%
CSG Financial	Very Low $250K	$16M	62	6%
Legacy Investment Advisors, LLC	Low $460K	$30M	65	11%
Greenwich Financial Advisors, LLC	Typical $780K	$34M	44	50%
Elevate Wealth Advisors, LLC	Very Low $270K	$19M	71	15%
Delaware Wealth Planners	Very High $2.1M	$190M	89	21%
Benchmark Financial, LLC	High $1.5M	$130M	90	72%
Montchanin Asset Management, LLC	Very High $2M	$120M	60	53%
Atlas Wealth Management, LLC	Typical $710K	$66M	93	10%
Wissahickon Wealth Management LLC	Typical $550K	$61M	110	16%
Omicron Advisors, LLC	Very High $2M	$150M	74	39%
Investment Advisor Group	Typical $660K	$81M	123	8%
Wealthcare Solutions, LLC	Typical $630K	$52M	83	18%
Foundation Wealth Management, LLC	Very High $2.4M	$410M	167	76%
StratFI	High $1.3M	$110M	87	53%
Chesapeake Capital Management, LLC	Very Low $190K	$33M	176	26%
Burkholder & Associates, LLC	Very High $3M	$280M	93	75%
Donald W. Nicholson & Associates Ltd	High $1.1M	$170M	156	32%
Five Rivers Financial Advisors, LLC	Low $530K	$55M	104	20%
Righthand Capital, LLC	Very High $1.5M	$180M	118	75%
Rockford Financial Planning	Typical $610K	$72M	118	25%
Old Security Group	Typical $750K	$47M	62	10%
N1 Advisors	Very High $2M	$380M	194	54%
Katz Family Financial Advisors, LLC	Typical $830K	$110M	133	27%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Chartered Advisory Group	Low $450K	$130M	283	7%
Farley Financial	Low $440K	$65M	149	0%
DRS Wealth Management	Low $460K	$74M	160	36%
Morrissey Wealth Management LLC	High $1M	$170M	161	30%
CWM Advisory, LLC	Low $420K	$100M	243	14%
Safe Harbor Retirement Planners	Very Low $370K	$110M	290	14%
Metz Capital Management LLC	Low $520K	$100M	195	22%
Pegasus Management Services L.L.C.	Very Low $190K	$39M	201	5%
Brandywine Financial Group, Inc.	Typical $640K	$130M	208	26%
Mccann Wealth Strategies,Inc.	Very Low $220K	$26M	119	7%
JPL Asset Management and Planning, LLC	Very Low $250K	$92M	369	0%
Grigg Financial, LLC	Very Low $250K	$63M	252	12%
Big Investment Services	Typical $620K	$350M	569	15%
VCM Wealth	Very Low $360K	$100M	291	51%
Montgomery Financial	Very Low $340K	$200M	596	3%
Sherpa Capital Management	Typical $670K	$110M	158	35%
Investment Management & Planning LLC	Low $470K	$230M	503	62%
Andersen Wealth Management	Very Low $140K	$95M	691	0%
HFM INVESTMENT ADVISORS, Inc.	Very High $2.2M	$480M	218	58%

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