AUM per client for Supported firms serving clients in Maine

Supported firms active in Maine 58 firms

Very Low $200K-$340K

Low $340K-$600K

Typical $600K-$930K

High $930K-$1.3M

Very High $1.3M-$2.7M

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

Median: $700K

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Firm	AUM/client	AUM	Clients	HNW client %
Straight Forward Wealth Management, LLC	Very Low $130K	$46M	339	1%
Gilbert Capital Group	High $1.1M	$150M	139	24%
Secure Planning, LLC	Low $350K	$190M	529	4%
Capital Design Private Wealth LLC	Low $360K	$96M	264	17%
RM Financial Services, LLC	Typical $600K	$230M	390	31%
Bennington Financial Planning Group	Typical $700K	$260M	376	32%
Tonge Investments	Very Low $200K	$48M	236	0%
Trombley Wealth Management	Low $370K	$81M	222	8%
Eagle Financial Strategies	Low $470K	$140M	294	15%
Cornerstone Wealth Planning	Low $540K	$100M	195	16%
J. Murphy Asset And Tax Management	Very Low $290K	$27M	95	0%
Blue Point Financial, Inc.	Typical $780K	$150M	187	36%
Burnham & Company LLC	Typical $630K	$110M	171	26%
New England Schooner, Inc.	Low $520K	$170M	320	11%
Three Bearings Fiduciary Advisors, Inc.	Very High $1.3M	$200M	157	47%
Top Private Wealth	Typical $710K	$110M	150	25%
Salem Advisory Group LLC	Very Low $250K	$72M	288	9%
Odiorne Point Asset Management, LLC	Very Low $330K	$66M	202	0%
Flying Point Financial, Inc.	High $1.1M	$200M	191	41%
Coston and McIsaac Investment Advisers, LLC	—	—	180	0%
Estate Planners of New England, LLC	Low $440K	$52M	119	15%
Clark & Stuart Inc	High $1.1M	$190M	178	100%
Fairscale Capital, LLC	High $1.2M	$200M	177	31%
Maine Advisory Associates	Typical $660K	$120M	176	19%
Outfitter Financial	Very High $2.3M	$140M	58	40%
Woodside Wealth Management	Very High $2.4M	$270M	110	80%
Silver Accounting Service Inc. DBA Silver Financial Service	Very Low $260K	$14M	54	13%
Conscious Capital	Low $450K	$68M	152	11%
Cox Capital Management LLC	Very High $1.7M	$340M	201	46%
Alternative Capitalis, LLC	High $1.1M	$110M	97	34%
Oldfield Wealth Partners	High $1.2M	$110M	93	32%
Seascape Capital Management, LLC	Very High $2.7M	$460M	169	88%
Steele Street Capital LLC	High $1.1M	$87M	79	39%
Integrated Wealth Management, LLC	Very High $1.6M	$63M	39	38%
Pine Capital	High $1M	$78M	77	49%
Financial Freedom	Very High $3.9M	$440M	114	84%
MHP Asset Management	Typical $670K	$51M	76	18%
Bulwark Capital Corporation	Very High $2.1M	$150M	70	67%
Cultivating Wealth	High $1.2M	$210M	175	37%
Bennett Selby Investments, L.P.	Very High $3.5M	$330M	96	92%
Portland Investment Advisors, LLC.	Very Low $340K	$22M	64	27%
Aventura Capital Management, LLC	Low $380K	$48M	126	10%
Capital Wealth Planning Services	Typical $810K	$50M	62	40%
August Wealth Group, Inc.	Typical $790K	$48M	60	5%
Catalyst Investment Management LLC	Very High $2.2M	$130M	60	58%
Gilbert Investment Management	Very Low $240K	$13M	54	11%
Cornerstone Investment Services	Typical $790K	$62M	78	23%
Abbington Investment Group, LLC	Very High $4M	$200M	50	100%
Cubic Advisors, LLC	High $950K	$47M	49	43%
Maiden Cove Capital	Very High $2.7M	$120M	46	100%
Wright Cove Capital	Very High $2.9M	$120M	41	73%
Wakely Investment Management	Very High $1.5M	$83M	57	32%
Upleft Asset Management	High $1M	$54M	53	34%
North Haven Financial LLC	High $1.1M	$36M	33	67%
Stillwater Investing	Very Low $40K	$1.8M	45	4%
Kelly & Associates, LLC	Very Low $310K	$8.2M	26	19%
Patriot Mullare Associates, Inc	Typical $640K	$16M	25	0%
AMWH Asset Management LLC	Typical $920K	$9.2M	10	0%
New England Financial Services	Very Low $260K	$1.8M	7	0%
Sonder Partners	Very High $1.3M	$6.7M	5	80%
Capital Resource Advisors LLC.	—	—	—	—
Ten Seven Capital	—	—	—	—

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