AUM per client for Supported firms serving clients in New York

Supported firms active in New York 639 firms

Very Low $150K-$350K

Low $350K-$620K

Typical $620K-$920K

High $920K-$1.6M

Very High $1.6M-$3.9M

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

Median: $740K

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Firm	AUM/client	AUM	Clients	HNW client %
Eagles Coast Wealth Management, LLC	Low $390K	$50M	129	9%
North Woods Wealth Management	Typical $770K	$150M	194	23%
IA Network, LLC	Typical $740K	$190M	259	24%
Lincoln Park Capital LLC	Typical $690K	$45M	65	0%
Williams Financial, LLC	Typical $780K	$200M	261	24%
Silverberg Bernstein Capital Management	Very High $2.1M	$270M	131	25%
Clear Wealth Management	Typical $770K	$100M	132	23%
Conrad Capital Management, Inc.	Typical $690K	$91M	132	15%
Fithian LLC	High $1M	$67M	66	100%
Lake Road Advisors, LLC	Typical $700K	$92M	132	71%
The Investment Connection LLC	Typical $820K	$110M	132	35%
Bowline Financial, LLC	Very Low $340K	$45M	133	8%
Investment Insight Wealth Management, LLC	High $1.2M	$150M	133	24%
Katz Family Financial Advisors, LLC	Typical $830K	$110M	133	27%
East Coast Wealth Management, Inc.	Typical $760K	$150M	201	30%
Audible Wealth Management	Very Low $150K	$39M	269	3%
Singer Wealth Management	Typical $880K	$120M	135	27%
Lytle Investments	Low $370K	$74M	203	8%
994 Group	High $1.2M	$240M	204	41%
Financial Asset Management Corp	Very High $2.1M	$430M	204	51%
Excomp Asset Management Ltd	High $920K	$130M	137	26%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Williams & Novak Wealth Management, LLC	High $1.2M	$330M	275	39%
Anchor Capital Management, LLC	Typical $830K	$57M	69	77%
Conscious Capital Wealth Management, LLC	Typical $630K	$130M	207	32%
Promethium	Typical $830K	$230M	277	75%
Shira Ridge Wealth Management	High $1.3M	$360M	277	45%
Income & Asset Advisory, Inc.	Low $620K	$170M	279	19%
AJF Capital Management, Inc.	Typical $620K	$170M	280	35%
Minko Wealth	Typical $650K	$91M	140	31%
The Bendix Financial Group, Inc.	High $930K	$200M	211	37%
Third Eye Associates, Ltd	Very Low $0	$0	211	39%
Nathan G. Hanna, LLC	Very Low $220K	$31M	142	3%
Eaton-Cambridge Inc.	High $1.6M	$440M	285	50%
Capital Financial Advisors of New York, LLC	Very High $1.8M	$260M	144	60%
Villafranco Wealth Management	Very High $1.8M	$130M	72	36%
Rooted Planning Group	Typical $700K	$150M	218	37%
Golden Bay Advisors LLC	High $1M	$150M	146	15%
High Point Wealth Management, LLC	High $1.3M	$190M	146	29%
Marathon Mission, Inc.	Typical $790K	$180M	222	28%
GA Pincus Funds, LLC	Low $410K	$62M	150	24%
Gebhardt Group, Inc	High $1.4M	$320M	225	43%
Miller, Gesko & Company Inc.	Very High $2.3M	$170M	75	53%
Beacon Light Wealth Management	Very Low $260K	$39M	151	7%
Sikorski Wealth Management, LLC	Low $610K	$140M	227	16%
Cherrydale Wealth Management, LLC	Very High $6.5M	$500M	76	100%
Davidson Wealth Management LLC	Typical $750K	$170M	228	24%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Gold Coast Wealth Management, LLC	Very High $2.3M	$350M	154	42%
FSP Advisors, Inc.	Very Low $140K	$33M	233	0%
Felton & Peel Wealth Management, Inc.	Low $430K	$33M	78	12%
IQVestment, LLC	Very Low $4.4K	$1M	235	0%
Wealth Creation Management Group LLC	Typical $650K	$100M	157	13%
Dynamic Trading Management, LLC.	Typical $900K	$71M	79	51%
Hurley Capital, LLC	Very High $1.8M	$290M	158	38%
Massey, Joshua	High $1.2M	$94M	79	39%
NestEgg Advisors, Inc.	High $1.2M	$270M	237	43%
Abbondandolo Wealth Management Corp	Low $470K	$110M	238	22%
Lesa Sroufe & Company, Inc.	Typical $870K	$210M	238	93%
Garritt Financial Solutions LLC	Very Low $99K	$16M	159	0%
R.W. Roge & Company, Inc	High $1.2M	$400M	322	38%
Summit Investment Management, Ltd.	Low $520K	$84M	162	4%
BlackLines Financial	Very Low $220K	$53M	244	22%
Prosperity Advisory Group LLC	Typical $890K	$220M	244	36%
Hamilton Capital Partners, LLC	Very High $1.8M	$290M	163	39%
WMGNA	High $1.1M	$350M	326	30%
Florian Financial Group LLC	Typical $760K	$190M	245	24%
Emergent Global Investments	Very Low $280K	$23M	82	16%
Harvest Capital Assets, LLC	Very Low $290K	$72M	246	4%
Countryside Financial LLC	Very Low $300K	$73M	248	6%
McGinn Penninger Investment Management Inc.	Low $360K	$120M	331	100%
Hudson Portfolio Management LLC	Very High $2.1M	$180M	83	53%
Passive Management LLC	Very Low $130K	$21M	166	8%
JB Meridian Advisors, LLC	Very Low $220K	$36M	167	11%
Corrado Advisors, LLC	Typical $720K	$240M	337	24%
Guerra Pan Advisors, LLC	Very High $2.5M	$210M	85	56%
Her Personal Finance	—	—	85	0%
Lewinter Wealth Advisors, LLC	Very High $1.9M	$160M	85	34%
Opulus	Low $520K	$88M	170	19%
IDB Lido Wealth, LLC	Very High $2.1M	$350M	171	89%
NorthLanding Financial Partners, LLC	Typical $880K	$150M	172	25%
Impact Fiduciary LLC	Typical $730K	$130M	174	43%
Meadowbrook Wealth Management, LLC	Typical $630K	$110M	174	18%
New Horizon Financial Strategies, LLC	Typical $830K	$220M	261	28%
Stash Wealth, LLC	Very Low $300K	$52M	174	0%
Forteris Wealth Management, Inc.	High $1.2M	$210M	175	53%
MainStreet Financial Planning, Inc.	—	—	350	0%
Argus Equity Partners, LLC	Very Low $330K	$59M	177	10%
Eden Advisory Services, LLC	Very Low $160K	$28M	177	3%
MPM Advisors Group LLC	Typical $650K	$120M	177	13%
BCK Partners, Inc.	High $1.2M	$210M	178	43%
Omc Financial Services Ltd	High $1.2M	$330M	269	38%
Bone Fide Wealth	Typical $700K	$130M	180	13%
Double Diamond Investment Group, LLC	Typical $720K	$65M	90	72%
Clarus Group LLC	Typical $800K	$150M	182	6%
Prato Capital Management	Low $570K	$160M	273	12%
Arcadia Wealth Management	High $1.4M	$380M	275	41%
Innovative Family Office LLC	Very Low $240K	$66M	276	5%
Joel Adams and Associates Inc.	High $990K	$270M	277	16%
Aurora Investment Managers, LLC	Very High $1.8M	$320M	185	30%
Emergent Wealth Advisors, LLC	Typical $670K	$250M	370	20%
LynnLeigh & Company, LLC	Low $560K	$160M	281	20%
Orchard Advisors	Very Low $320K	$89M	281	3%
JW Thompson Investments LLC	Very Low $160K	$30M	190	20%
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors	Low $540K	$160M	287	41%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Financial Planning First, LLC	Low $370K	$110M	291	11%
Bay Rivers Group Wealth Partners	Typical $820K	$320M	395	23%
LifeCapital Partners LLC	Low $450K	$130M	297	14%
Sage Tree Wealth	Very Low $150K	$30M	198	4%
Western New York Financial Group, LLC	Very Low $290K	$58M	199	0%
Winthrop Partners - WNY, LLC	Typical $620K	$190M	299	15%
Enright, Mollin, Cascio & Ramusevic, Inc.	Very High $2.7M	$270M	100	55%
Merryfield Barnes, LLC	Low $590K	$120M	200	20%
Stephen J. Garry & Associates, LLC	Low $480K	$140M	300	23%
Capital Estate Advisors, Inc.	High $1.1M	$110M	102	38%
Forefront Asset Management, LLC	Low $440K	$130M	307	10%
Sage Investment Advisers LLC	Typical $870K	$270M	307	24%
Newman Ladd Capital Advisors, LLC.	Low $520K	$110M	206	10%
Quality Financial Concepts	Low $580K	$120M	206	13%
Beyond Wealth Management Group, LLC	Very Low $330K	$100M	311	20%
BRIA Capital Group, LLC	Low $490K	$150M	311	28%
Circle N Advisors, LLC	Typical $880K	$91M	104	21%
Merkkuri Wealth Advisors LLC	Low $600K	$130M	209	14%
Act Advisors	High $1.1M	$480M	420	30%
Pelkonen and Associates LLC	High $930K	$290M	317	41%
Core Alpha, Inc.	Low $450K	$150M	321	0%
Luther Forest Wealth Advisors, L.L.C.	Low $450K	$97M	214	13%
Saperston Legacy Advisors, Inc.	Low $420K	$180M	429	31%
AllSquare Wealth Management, LLC	Typical $660K	$290M	436	18%
Bentham Wealth Advisors	Low $490K	$110M	218	11%
Sicart Associates, LLC	Very High $4M	$430M	109	83%
Buffalo First Wealth Management, LLC	Very Low $180K	$80M	445	4%
Clover Leaf Financial LLC	Very Low $340K	$75M	223	11%
Weybosset Research & Management, LLC	High $1.5M	$330M	224	30%
McCollum Christoferson Group, LLC	High $1.2M	$410M	337	37%
Lavish Financial Planning	Very Low $160K	$35M	225	47%
Kahn Brothers Advisors LLC	High $1.3M	$440M	342	42%
ADIRONDACK CAPITAL ADVISORS, llc	Typical $770K	$350M	460	37%
The Mustico Financial Group, Inc.	Typical $680K	$310M	460	15%
Timbuktu Capital Management, LLC	Typical $820K	$94M	115	41%
Great Hill Advisory	Very High $1.8M	$210M	116	58%
Stawnychy Financial Services, Inc.	High $980K	$110M	116	22%
Farrell Financial	Typical $860K	$200M	233	19%
Linden Financial Consultants, LLC	—	—	234	16%
WPM Wealth Advisors LLC	Very Low $210K	$72M	353	2%
Oaktrust Wealth Advisors, LLC	High $1.2M	$290M	236	31%
The David J. Yvars Group Inc.	Typical $630K	$300M	476	30%
Granite Islands Private Wealth, LLC	Low $450K	$220M	477	79%
McGovern Financial Planning, LLC	Low $530K	$64M	121	12%
Florin Pensions LLC	—	—	485	0%
Private Client Asset Management, Inc.	Typical $740K	$180M	244	38%
Murphy Wealth Management Group	Typical $670K	$250M	367	22%
Embark Wealth Management, LLC	Very Low $160K	$57M	369	3%
Long Island Wealth Management, Inc.	Very High $2.3M	$290M	125	56%
One Oak Capital Management, LLC	Typical $640K	$240M	375	15%
Pereon Wealth LLC	High $1.4M	$180M	125	60%
Bennington Financial Planning Group	Typical $700K	$260M	376	32%
Milestones Private Investment Advisors LLC	Typical $870K	$220M	253	28%
Reshape Wealth	Very High $1.8M	$230M	127	69%
Digital Asset Investment Management	Very Low $310K	$80M	255	9%
G & R Financial Solutions LLC	Low $480K	$61M	128	23%
Neu Wealth Group	Very High $2.2M	$280M	128	30%
Niles Asset Management, Inc	Very Low $230K	$90M	387	3%
Tublin - DiFusco Advisors Inc.	High $980K	$130M	129	26%
Steinberganna Wealth Management LLC	Very High $1.8M	$470M	259	41%
Rice Wealth Management Group, Inc.	Typical $700K	$91M	130	20%
Sterling Manor Financial, LLC	Low $510K	$200M	393	14%
Godfrey Financial Associates, Inc.	Low $460K	$180M	395	11%
Quantel Asset Management LLC	Low $450K	$60M	132	36%
Atlas Financial Advisors, Inc.	Very Low $180K	$47M	266	6%
Agemy Wealth Advisors, LLC	Very Low $320K	$130M	404	27%
Financial Solutions Associates	Typical $640K	$170M	270	30%
HYJC Capital of WNY	Very Low $300K	$82M	272	25%
Pearl Wealth Group	Low $380K	$100M	273	8%
Institutional Investment Advisors Corp	Typical $680K	$93M	137	32%
Bautis Financial, LLC	Typical $720K	$200M	275	10%
Marstone LLC	Very Low $14K	$2M	139	0%
Fingerlakes Wealth Management, Inc.	Low $490K	$280M	564	15%
The Pitti Group Wealth Management, LLC	Low $520K	$290M	568	13%
Sky Alpha Asset Advisors	Low $540K	$150M	286	67%
Candace Shira Associates, LLC	High $1M	$440M	431	39%
Vitral Advisors LLC	Low $470K	$67M	144	29%
Castle Financial & Retirement Planning Associates Inc	Typical $740K	$110M	146	23%
Greycliff Wealth Management, LLC	Low $550K	$80M	146	40%
Canty Financial Management, Inc.	Low $540K	$240M	443	44%
Kane Financial	Very Low $250K	$74M	296	7%
Stage 2 Planning Partners LLC	Very Low $340K	$100M	306	8%
Redwood Financial Planning, LLC	Typical $620K	$390M	621	5%
Sage Capital Management LLC	High $1.1M	$350M	314	79%
Broadway Advisor Group	Typical $640K	$200M	315	23%
W & S Management Services, Inc.	Very Low $340K	$170M	487	10%
MWM Group LLC	Typical $760K	$250M	328	19%
Tred Avon Family Wealth, LLC	High $1.2M	$390M	328	90%
Mangolds Investment Advisors Inc.	Very Low $120K	$59M	493	7%
Main Street Asset Management LLC	Very Low $94K	$16M	167	0%
FSC Wealth Advisors, LLC	Very Low $130K	$91M	686	1%
Alsworth Capital Management, LLC	Low $600K	$100M	172	30%
Sovereign Asset Management	Low $500K	$180M	350	19%
PCB Capital LLC	Low $520K	$180M	358	19%
Seraphim Capital Management, LLC	Very Low $350K	$63M	180	4%
Skyview Financial Group, LLC	Typical $790K	$290M	362	11%
Crescent Hill Partners LLC	High $1.6M	$280M	183	17%
American Financial & Tax Strategies, Inc.	High $1.5M	$280M	185	43%
Boyar Asset Management, Inc.	Typical $840K	$160M	185	49%
Rosecliff Capital Advisory LLC	Very Low $150K	$27M	185	85%
Davidov Financial Coaching, LLC	Low $370K	$140M	371	26%
Graney & King, LLC	Low $610K	$480M	791	40%
Adirondack Financial Services Corp	Low $590K	$350M	596	23%
Axiom Investment Management LLC	Typical $880K	$180M	201	100%
Brixton Capital Wealth Advisors, LLC	Very Low $260K	$210M	819	25%
Bodnar Financial Advisors, Inc.	—	—	410	0%
Edwards Financial services	Very Low $150K	$60M	410	76%
Markin Asset Management, LP	Very Low $290K	$120M	412	68%
Borabond, LLC	Very Low $400	$83K	207	0%
Milagre Wealth Management, Inc.	Very Low $330K	$140M	414	7%
Capital Preservation Partners, Inc.	Low $530K	$220M	417	15%
Summit Planning Group, Inc.	Low $520K	$110M	210	11%
Hepworth Equity Partners, LLC	Very Low $320K	$140M	421	30%
Federal Prep	Very Low $130K	$80M	637	0%
Abra Capital Management, LP	Typical $630K	$140M	220	100%
Joseph P. Lucia & Associates, LLC	Low $590K	$390M	662	15%
Arista Advisory Group, LLC	Low $470K	$100M	222	13%
Members Advisory Group, LLC	Low $490K	$440M	906	14%
Metis Wealth Management & Planning LLC	Very Low $240K	$110M	461	7%
O'Bannon & Davis Inc.	Very Low $150K	$70M	469	0%
Bayridge Financial Group, Inc.	Very Low $190K	$94M	488	4%
Socha Financial Group, LLC	Low $590K	$430M	734	18%
The Gladowsky Group	Typical $640K	$170M	256	26%
Retirement Planning Group, LLC	Low $360K	$370M	1,043	7%
Collins Advisors, LLC	Very Low $300K	$160M	525	10%
Boyd Capital	Very Low $200K	$110M	532	4%
Genesee Capital Advisors, LLC	Typical $740K	$400M	544	22%
Money Script Wealth Management, PLLC	Very Low $310K	$96M	310	10%
Rochester Financial Services	High $1.1M	$340M	320	41%
The Dowling Group Wealth Management	Low $520K	$170M	321	6%
GreenPortfolio Inc.	Very Low $0	$0	346	6%
Engleson & Associates	Very Low $320K	$110M	362	24%
Cooper Financial Services, Inc.	Very Low $150K	$200M	1,335	4%
Arta Finance	Very Low $150K	$150M	1,043	100%
Elphinstone	Very Low $2.5K	$1.4M	579	0%

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