AUM per client for Supported firms serving clients in District Of Columbia

Supported firms active in District Of Columbia 54 firms

Very Low $73K-$360K

Low $360K-$650K

Typical $650K-$1.2M

High $1.2M-$1.7M

Very High $1.7M-$2.8M

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

Median: $1M

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Firm	AUM/client	AUM	Clients	HNW client %
Capstone, LLC	—	—	287	0%
Catoctin Ridge Wealth Partner	Very Low $210K	$200M	933	1%
Borabond, LLC	Very Low $400	$83K	207	0%
Shaker Financial Services	Typical $870K	$290M	329	31%
Jacques Advisors, LLC	Low $360K	$89M	247	17%
Actify Investor Retirements, LLC	Very Low $27K	$5.8M	220	0%
Law & Associates Inc	Typical $1.1M	$320M	297	18%
MainStreet Financial Planning, Inc.	—	—	350	0%
Opulen Financial Group, LLC	Typical $1M	$170M	172	31%
McGinn Penninger Investment Management Inc.	Low $360K	$120M	331	100%
Garritt Financial Solutions LLC	Very Low $99K	$16M	159	0%
Sullivan Wood Capital Management, LLC	Typical $1.1M	$88M	79	41%
Sanchez & Zures, LLC	Very High $1.7M	$240M	142	44%
Third Eye Associates, Ltd	Very Low $0	$0	211	39%
MG Capital Partners, LLC	Low $390K	$83M	210	9%
Partnership Wealth Management	High $1.7M	$230M	139	45%
Promethium	Typical $830K	$230M	277	75%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Audible Wealth Management	Very Low $150K	$39M	269	3%
Warren Capital Group	Low $380K	$68M	181	37%
Bryspen, Incorporated	Very High $5.3M	$310M	58	93%
Capital Area Planning Group	Typical $1.1M	$59M	56	88%
Craftwork Capital LLC	Low $620K	$100M	163	18%
Berg Faircloth Investment Advisors	Very Low $310K	$32M	105	8%
Jason Howell Company	Low $610K	$64M	105	14%
Ortman Financial Planning	Low $610K	$63M	104	18%
Valor Wealth Partners	Low $410K	$63M	156	29%
Larimer Capital Corporation	High $1.7M	$170M	101	45%
DBA Seslia Securities	Very Low $200K	$27M	134	0%
Advanced Tax & Investments, Inc.	Very Low $340K	$27M	81	7%
Solist Financial	Typical $1.1M	$85M	78	28%
T/R Financial Management Group, LLC	Very Low $350K	$26M	75	21%
Guide Rock Capital Management, Inc.	Low $570K	$40M	71	30%
Washington Growth Strategies LLC	Very High $6.2M	$220M	35	51%
Donalies Financial Planning, LLC	High $1.5M	$200M	135	85%
Princeton Asset Management, LLC	Typical $1M	$68M	66	100%
8th Street Investments, LLC	Very High $2.8M	$160M	58	60%
Bethesda Financial Advisors, LLC	High $1.5M	$84M	58	47%
Florin Group, LLC	Typical $980K	$79M	81	27%
Holistic Planners	Very Low $280K	$14M	51	4%
Arthur Stein Financial, LLC	Very High $1.9M	$140M	76	76%
Jade & Cowry LLC	High $1.3M	$65M	50	50%
MZ Capital, LLC	Very High $2.1M	$150M	71	65%
Concert Financial Planning, LLC	Typical $650K	$29M	44	34%
SMP Financial Planning, LLC	High $1.5M	$63M	43	88%
Alikos Wealth Management, LLC	Very High $2.3M	$93M	41	49%
Preserve Private Wealth, LLC	Very High $2.2M	$88M	40	88%
Re Envision Wealth	Typical $1.1M	$87M	78	37%
Steward Inc.	Very High $1.7M	$66M	38	42%
Ithaka Financial Planning, LLC	High $1.7M	$92M	55	55%
CJC Wealth Management	High $1.3M	$92M	72	43%
Springreef LLC	Very Low $0	$0	29	100%
District Capital Management, LLC	Typical $710K	$29M	40	33%
Generational Private Wealth	Very High $6.7M	$260M	39	51%
CST Advisory Services, LLC	—	—	11	0%
Virtera Partners LLC	Very High $12M	$190M	15	100%
Golden Eagle Capital Advisors, Inc.	Low $450K	$7.2M	16	88%
Aption Advisors LLC	—	$0	—	—
Pinion Financial Services, LLC	—	—	—	—

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