AUM per client for Supported firms serving clients in Maryland

Supported firms active in Maryland 217 firms

Very Low $150K-$360K

Low $360K-$620K

Typical $620K-$1.1M

High $1.1M-$1.6M

Very High $1.6M-$2.9M

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

Median: $750K

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Firm	AUM/client	AUM	Clients	HNW client %
Annapolitan Investment Group, Inc.	—	$0	—	—
Bora Capital, LLC	—	—	—	—
Carroll Frank & Plotkin LLC	—	—	—	—
Golden Wealth Strategies	—	$0	—	—
Pinion Financial Services, LLC	—	—	—	—
Poise Investment Advisors	—	$0	—	—
Severn Financial Advisors, LLC	—	—	—	—
Wagener-Lee, LLC	—	—	—	—
Dauntless Advisory, LLC	Typical $870K	$2.6M	3	100%
One Oak	Very High $14M	$70M	5	100%
Foundation Financial Advisors, Inc.	—	—	7	29%
Sunlight Peaks Financial Partners, LLC	Very Low $0	$0	12	0%
Ridge Capital Advisors, LLC	Very Low $170K	$4.5M	27	30%
The Family Financial Group	Very Low $0	$0	16	100%
Odyssey Investments, Corp.	Low $390K	$7.4M	19	0%
Raskin Global Inc.	Low $490K	$18M	38	21%
Legacy Financial Advisors	Low $480K	$10M	21	33%
CST Advisory Services, LLC	—	—	11	0%
Acts Financial Advisors	Very High $5.5M	$130M	23	78%
The Financial Advisory Group	—	—	49	0%
District Capital Management, LLC	Typical $710K	$29M	40	33%
Silverstone Financial LLC	Typical $1M	$28M	28	39%
Blackfield Capital Management LLC	Very High $1.9M	$55M	29	100%
Exemplar Wealth Partners LLC	Typical $840K	$24M	29	21%
Lifetime Financial	High $1.5M	$45M	29	72%
Springreef LLC	Very Low $0	$0	29	100%
A.G. Campbell Advisory, LLC	Very High $4.7M	$280M	61	48%
Allridge Wealth Management, Inc	Very High $3.3M	$100M	31	100%
Foundry Wealth Advisors, LLC	Very High $2.5M	$160M	66	50%
Poder Wealth Advisors	Low $370K	$12M	33	55%
The J.O.. Johnson Group Inc.	Typical $670K	$23M	34	21%
Axion Financial Group LLC	High $1.3M	$47M	36	83%
CJC Wealth Management	High $1.3M	$92M	72	43%
Ithaka Financial Planning, LLC	Very High $1.7M	$92M	55	55%
Steward Inc.	Very High $1.7M	$66M	38	42%
Lee Financial Associates, Inc.	—	—	39	0%
Re Envision Wealth	High $1.1M	$87M	78	37%
Integrity Advisory Partners LLC	High $1.2M	$46M	40	38%
Preserve Private Wealth, LLC	Very High $2.2M	$88M	40	88%
Alikos Wealth Management, LLC	Very High $2.3M	$93M	41	49%
NorthStar Wealth Management, Inc.	Typical $890K	$37M	41	61%
Millennium Financial Services LLP	Low $530K	$22M	42	19%
SMP Financial Planning, LLC	High $1.5M	$63M	43	88%
Legacy Investment Advisors, LLC	Low $460K	$30M	65	11%
Monocacy Wealth Management, LLC	Low $520K	$34M	66	38%
Life, Inc. Retirement Services	Very Low $210K	$19M	89	0%
Capital Assets Planning Incorporated	—	—	45	0%
MZ Capital, LLC	Very High $2.1M	$150M	71	65%
Bourke Wealth Management	High $1.5M	$140M	96	48%
Soar Financial LLC	Very Low $150K	$15M	97	3%
Cubic Advisors, LLC	Typical $950K	$47M	49	43%
Shepherd Street Advisors	Very High $2.6M	$130M	49	78%
Bluestone® Financial Advisors, LLC	Very High $3.9M	$200M	50	100%
Jade & Cowry LLC	High $1.3M	$65M	50	50%
Arthur Stein Financial, LLC	Very High $1.9M	$140M	76	76%
Seaborn Financial, LLC	Very High $2M	$150M	76	64%
Holistic Planners	Very Low $280K	$14M	51	4%
Pierce Wealth Partners, Inc.	High $1.3M	$69M	51	71%
Financial Dimensions, LLC	Very Low $290K	$30M	104	3%
Stratus Capital Management, LLC	Very High $2.6M	$69M	26	38%
Nazelrod & Associates Financial Services, Inc.	Very High $1.8M	$93M	53	74%
Florin Group, LLC	Typical $980K	$79M	81	27%
Integrated Financial Planning Services	Very Low $150K	$4.1M	27	0%
Fryar Financial	Very Low $260K	$15M	56	4%
Bethesda Financial Advisors, LLC	High $1.5M	$84M	58	47%
Sierra Hotel Financial LLC	Low $410K	$24M	59	14%
Oxford Planning Group, LLC	High $1.1M	$100M	93	34%
White Oak Wealth Management	Very High $2M	$120M	62	19%
Aventura Capital Management, LLC	Low $380K	$48M	126	10%
Donalies Financial Planning, LLC	High $1.5M	$200M	135	85%
Kirk Capital Advisors LLC	High $1.5M	$200M	135	58%
Ivy League Financial Advisors LLC	Very High $1.8M	$180M	102	63%
Reyes Financial Architecture Inc.	High $1.2M	$200M	170	69%
Crest Wealth Advisors LLC	Typical $1.1M	$74M	69	43%
Renew Wealth Management LLC	Very High $1.6M	$57M	35	100%
Washington Growth Strategies LLC	Very High $6.2M	$220M	35	51%
Bryan Investments, LLC	Typical $720K	$51M	71	30%
Revolution Wealth, LLC	Low $460K	$49M	107	16%
Omicron Advisors, LLC	Very High $2M	$150M	74	39%
Woods Advisory Services LLC	Typical $730K	$27M	37	16%
Impact Capital, LLC	Very High $2.2M	$250M	112	64%
DouglasBradley LLC	High $1.1M	$84M	75	33%
Doxa Capital, LLC	Typical $930K	$70M	75	33%
Sagevest Wealth Management	Very High $2.8M	$420M	150	77%
T/R Financial Management Group, LLC	Very Low $350K	$26M	75	21%
APM Wealth	Low $600K	$47M	79	27%
Thinagee Investments Inc.	Very High $6.6M	$270M	40	73%
Meta Wealth Advisory	Very High $2.1M	$170M	81	62%
Brightscape Investment Centers	Typical $1M	$130M	123	32%
Wealthspring Financial Advisors, LLC	Low $570K	$23M	41	0%
MJC Advisors, LLC	Very High $2.3M	$190M	83	14%
ABEL Financial Management Co.	High $1.4M	$120M	84	50%
Stout Wealth Advisory Group, LLC	Very Low $260K	$32M	126	4%
Holton & Kosanke Wealth Management, LLC	—	—	127	0%
Meritis Wealth Management, Inc.	Very High $1.7M	$220M	130	52%
Capital Squared Financial LLC	Very High $2.3M	$200M	87	61%
Chesapeake Capital Management, LLC	Very Low $190K	$33M	176	26%
The Cavanaugh Group Inc	Very High $11M	$480M	44	55%
Foxman Asset Advisors Inc.	Very Low $240K	$32M	133	7%
DBA Seslia Securities	Very Low $200K	$27M	134	0%
BrightPath Wealth Advisors LLC	Low $380K	$70M	182	23%
Burkholder & Associates, LLC	Very High $3M	$280M	93	75%
Lighthouse Wealth Management, LLC	Very High $2.7M	$250M	93	61%
Tesfaye O'Neill Financial	Very Low $0	$0	95	0%
Sherman Wealth Management LLC	High $1.1M	$150M	143	29%
CW Securities, LLC	Typical $780K	$110M	145	75%
RCPlanners	Low $540K	$81M	148	12%
Harbor Asset Planning, Inc.	Very High $1.9M	$190M	99	75%
Lee-Kelleher Wealth Management	High $1.5M	$230M	151	40%
Rauch Advisory LLC	Very Low $290K	$44M	153	5%
Resilient Asset Management	High $1.3M	$65M	51	63%
L. K. Benson & Company, P.C.	Very High $4.3M	$450M	103	73%
Five Rivers Financial Advisors, LLC	Low $530K	$55M	104	20%
Ortman Financial Planning	Low $610K	$63M	104	18%
Valor Wealth Partners	Low $410K	$63M	156	29%
Berg Faircloth Investment Advisors	Very Low $310K	$32M	105	8%
Cristata Investment Management	—	—	105	0%
Jason Howell Company	Low $610K	$64M	105	14%
Montgomery Investment Management Inc	Very High $4.6M	$490M	107	100%
Intentional Wealth Strategies	Typical $1M	$160M	161	32%
Craftwork Capital LLC	Typical $620K	$100M	163	18%
The Ellerson Group Inc	Very High $2.7M	$290M	109	57%
Hwa Financial Group	High $1.6M	$270M	167	37%
Arkagos Advisors & Asset Management, Inc.	Low $580K	$65M	112	50%
Capital Area Planning Group	Typical $1.1M	$59M	56	88%
Cornerstone Asset Management	Typical $670K	$75M	112	16%
Macroview Investment Management LLC	High $1.1M	$250M	225	29%
Tweddell Goldberg Investment Management	Typical $830K	$94M	113	53%
GLR Partners	High $1.5M	$260M	170	39%
My Wealth Management, Inc.	High $1.3M	$150M	114	56%
Bayview Investment Counsel, Inc	Very Low $270K	$31M	115	6%
Highstone Group	High $1.5M	$260M	174	8%
Kailasa Capital Management LLC	Very High $2.1M	$240M	116	38%
Summit Investment Advisory Group LLC	Low $490K	$57M	116	25%
Bestgate Wealth Advisors, LLC	High $1.4M	$160M	118	46%
Rockford Financial Planning	Low $610K	$72M	118	25%
Warren Capital Group	Low $380K	$68M	181	37%
Oak Financial Group Inc	High $1.4M	$170M	122	66%
American Financial Management, Ltd.	Very Low $250K	$32M	124	4%
Mount Vernon Associates Inc	Very High $2.5M	$160M	62	63%
Old Security Group	Typical $750K	$47M	62	10%
Tufton Capital Management, LLC	Very High $1.7M	$430M	248	69%
Opulentia, LLC	Very Low $250K	$46M	188	13%
Wealthy & Wise Family Office	Very Low $340K	$63M	188	7%
Maryland Capital Advisors, Inc.	Very High $2.6M	$490M	190	56%
Northbrook Financial	Typical $680K	$87M	127	19%
Return on Life Wealth Partners	Very High $1.6M	$410M	255	35%
RMG Advisors	Typical $1M	$200M	192	49%
Silvestri Financial and Tax Advisors, Inc	Low $360K	$46M	129	4%
N1 Advisors	Very High $2M	$380M	194	54%
MD Investment Advisors	Very Low $260K	$34M	130	4%
Diamond Head Financial Advisors LLC	Typical $790K	$52M	66	67%
Katz Family Financial Advisors, LLC	Typical $830K	$110M	133	27%
First Growth Capital LLC	Very High $1.9M	$130M	67	76%
Audible Wealth Management	Very Low $150K	$39M	269	3%
Moore Wealth	Typical $740K	$150M	204	22%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Promethium	Typical $830K	$230M	277	75%
Partnership Wealth Management	Very High $1.7M	$230M	139	45%
MG Capital Partners, LLC	Low $390K	$83M	210	9%
Chartered Advisory Group	Low $450K	$130M	283	7%
Marks Wealth Management	High $1.4M	$410M	283	47%
Cedar Spring Advisors, LLC	Low $590K	$170M	284	19%
Sovereign Financial Services, LLC	Typical $640K	$92M	145	21%
Farley Financial	Low $440K	$65M	149	0%
Beacon Light Wealth Management	Very Low $260K	$39M	151	7%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Bontempo Ohly Capital Management, LLC	Very High $2.5M	$390M	153	59%
Town Capital	High $1.1M	$170M	156	35%
Pointer Financial Advisors LLC	High $1.1M	$170M	157	39%
Sullivan Wood Capital Management, LLC	High $1.1M	$88M	79	41%
Portus Capital Management, LLC	Low $450K	$110M	238	50%
Garritt Financial Solutions LLC	Very Low $99K	$16M	159	0%
Theus Wealth Advisors	—	—	239	0%
DRS Wealth Management	Low $460K	$74M	160	36%
Entelechy	Very High $3.2M	$250M	80	75%
CWM Advisory, LLC	Low $420K	$100M	243	14%
Northpeak Financial, Inc.	Low $410K	$67M	162	12%
McGinn Penninger Investment Management Inc.	Very Low $360K	$120M	331	100%
DC Capital Management, LLC	High $1.3M	$110M	84	45%
Stash Wealth, LLC	Very Low $300K	$52M	174	0%
Intervest Ltd	High $1.4M	$250M	175	60%
Investology Inc.	Low $510K	$180M	350	0%
MainStreet Financial Planning, Inc.	—	—	350	0%
Invested Advisors	Typical $830K	$220M	266	23%
Hillman Capital Management Inc	Low $520K	$92M	178	34%
Accordant Advisory Group, Inc.	High $1.4M	$260M	182	41%
Cassilly Financial	Typical $730K	$130M	184	52%
Ferguson-Johnson Wealth Management, Inc.	High $1.6M	$300M	190	43%
Wealth Planning Group	Typical $730K	$280M	380	21%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Safe Harbor Retirement Planners	Low $370K	$110M	290	14%
Alere Planning LLC	Typical $1M	$200M	195	33%
Bay Harbor Wealth Management, LLC	Typical $1M	$410M	396	33%
Law & Associates Inc	High $1.1M	$320M	297	18%
New Perspectives, Inc.	Typical $730K	$300M	414	22%
Brandywine Financial Group, Inc.	Typical $640K	$130M	208	26%
Kassira Wealth Management, LLC	Typical $620K	$130M	209	22%
Malnik Wealth Management, LLC	Low $470K	$100M	216	20%
Main Street Advisors, LLC	Typical $730K	$80M	109	16%
RCS Financial Planning, LLC	High $1.2M	$270M	218	49%
Actify Investor Retirements, LLC	Very Low $27K	$5.8M	220	0%
BNB Wealth Management, LLC	Low $460K	$200M	441	34%
Kilner Capital Advisors, LLC	High $1.3M	$310M	230	37%
Mccann Wealth Strategies,Inc.	Very Low $220K	$26M	119	7%
Calvert Wealth Management, Inc.	Low $530K	$190M	360	16%
Oliver Wealth Management	Typical $690K	$330M	484	17%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
JPL Asset Management and Planning, LLC	Very Low $250K	$92M	369	0%
Jacques Advisors, LLC	Low $360K	$89M	247	17%
Hershey Financial Advisers, LLC	Very Low $300K	$150M	499	5%
Grigg Financial, LLC	Very Low $250K	$63M	252	12%
Intentional	Low $430K	$170M	395	11%
Chesapeake Financial Advisors	High $1.1M	$300M	268	34%
Hergenroeder Financial Advisors, Inc.	Typical $720K	$300M	421	23%
Phillips Wealth Management LLC	Very Low $310K	$89M	284	6%
Kaplan Wealth Management, Inc.	Very Low $310K	$89M	287	30%
Blue Curve Advisory, LLC	Low $430K	$130M	289	24%
TruNorth Financial Services, Inc.	Typical $690K	$300M	439	20%
Wordhouse Wealth Coaching	—	—	293	0%
Montgomery Financial	Very Low $340K	$200M	596	3%
The Simmons Partnership, Inc	Typical $700K	$220M	307	23%
Tred Avon Family Wealth, LLC	High $1.2M	$390M	328	90%
Shaker Financial Services	Typical $870K	$290M	329	31%
Dorval & Chorne Financial Advisors	Low $560K	$370M	663	14%
Wealthplans, LLC	High $1.2M	$210M	171	41%
Andersen Wealth Management	Very Low $140K	$95M	691	0%
Financial Concepts Unlimited, Inc.	High $1.2M	$230M	191	36%
Integrated Financial Solutions, Inc.	High $1.4M	$290M	203	43%
Waypoint Wealth Management	High $1.2M	$240M	204	35%
Borabond, LLC	Very Low $400	$83K	207	0%
HF Advisory Group, LLC	Typical $700K	$320M	460	22%
Catoctin Ridge Wealth Partner	Very Low $210K	$200M	933	1%
P3 Wealth Management	Very Low $59K	$28M	478	3%
Peakstone Financial Advisors	Typical $800K	$260M	319	36%
Blueprint Wealth Management Inc.	Low $590K	$190M	320	69%

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