AUM per client for Supported firms serving clients in Rhode Island

Supported firms active in Rhode Island 51 firms

Very Low $190K-$290K

Low $290K-$580K

Typical $580K-$1.1M

High $1.1M-$1.6M

Very High $1.6M-$3.8M

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

Median: $730K

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Firm	AUM/client	AUM	Clients	HNW client %
Forbes Financial Planning, Inc.	Very Low $270K	$240M	871	47%
M. W. Aragao Investment Advisors, LLC	Very Low $72K	$47M	653	0%
Diversified Resources, LLC	Low $410K	$260M	640	20%
The Capital Group Fiduciary Advisors, LLC	Typical $670K	$190M	283	18%
Ransom Advisory	High $1.2M	$300M	250	55%
Old Forge Wealth Management, LLC	Low $400K	$98M	244	10%
The Retirement Planning Company of New England, Inc.	Typical $700K	$390M	565	24%
Bountiful Investment Management LLC	Low $290K	$160M	560	2%
Plum Pointe Wealth Management	Low $560K	$100M	183	15%
Hall Capital Management Company, Inc.	Typical $730K	$380M	519	23%
First Financial Advisory Services Inc	Low $540K	$280M	516	15%
FSC Wealth Advisors, LLC	Very Low $130K	$91M	686	1%
Alpha Dog Advisors, RUFF	Low $440K	$140M	321	23%
Timmons Wealth Management	High $1.2M	$180M	150	40%
Thames Financial Management	Typical $1M	$300M	292	36%
Eliot Rose Wealth Management, LLC	High $1.3M	$190M	141	38%
Marstone LLC	Very Low $14K	$2M	139	0%
Factor Investing Group	Typical $700K	$350M	491	21%
Balanced Wealth Management, LLC.	Low $400K	$97M	243	7%
Breachway Investments, LLC	Typical $640K	$150M	236	17%
Slocum, Gordon & Co. LLP	High $1.5M	$180M	117	44%
Weybosset Research & Management, LLC	High $1.5M	$330M	224	30%
Statera Financial, LLC	Very Low $200K	$59M	301	4%
JW Thompson Investments LLC	Very Low $160K	$30M	190	20%
The Alchemists, LLC	Very Low $280K	$25M	91	3%
Lincoln Capital Corporation	High $1.5M	$410M	265	44%
TradeWinds Wealth Management	Low $490K	$130M	260	11%
Granite Wealth Management LLC	Low $410K	$68M	168	0%
Financial Independence, LLC	Typical $1M	$290M	278	31%
Spinnaker Asset Management Inc.	Very Low $240K	$45M	186	12%
Arlen Capital, LLC	Very High $1.6M	$340M	222	37%
Proactive Financial Solutions 360, LLC	Low $360K	$19M	53	6%
CCM Investment Management, LLC	Very Low $190K	$20M	103	6%
Nia Impact Capital	Very High $1.7M	$260M	147	52%
Signet Investment Advisory Group, Inc.	Very High $2.1M	$380M	185	52%
Blue Chip Financial Advisors, LLP	Typical $580K	$100M	178	14%
Compass Investments LLC	Low $530K	$93M	176	15%
Sheeley & Partners Wealth Management, LLC	High $1.4M	$110M	79	39%
Weatherhelm Capital Management LLC	High $1.2M	$89M	77	16%
MHP Asset Management	Typical $670K	$51M	76	18%
Copper Beech Wealth Management	High $1.1M	$78M	73	51%
Experience Your Wealth, LLC	High $1.3M	$84M	65	25%
Guidici Wealth Management LLC	Very Low $220K	$14M	64	0%
Moore Financial Advisors, LTD.	High $1.4M	$130M	92	52%
Creative Resources Investment Advisors LLC	Very Low $200K	$17M	85	24%
Cornerstone Investment Services	Typical $790K	$62M	78	23%
Cornerstone Financial Management LLC	Very High $1.6M	$170M	101	49%
TrueFocus Financial Partners	Very High $1.8M	$67M	38	68%
Levatus LLC	Very High $3.8M	$170M	46	76%
Invest Track Financial, LLC	Very High $2.1M	$61M	29	66%
Van Liew Capital Inc	Very High $9.8M	$59M	6	100%

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