AUM per client for Supported firms serving clients in Vermont

Supported firms active in Vermont 39 firms

Very Low $180K-$360K

Low $360K-$710K

Typical $710K-$920K

High $920K-$1.3M

Very High $1.3M-$1.8M

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

Median: $850K

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Firm	AUM/client	AUM	Clients	HNW client %
MDS Wealth Advisors, LLC	High $1.1M	$28M	26	35%
Dattilio & Ash Capital Management, LLC	Low $590K	$18M	31	55%
Windham Financial Services, Inc.	Low $460K	$14M	31	32%
Guiding Wealth Management, LLC	Typical $860K	$59M	69	29%
Lane Generational LLC	Very High $2.5M	$120M	47	68%
Vista Way Advisors	Typical $730K	$36M	50	24%
Oak Maple Finance, LLC	Very High $1.7M	$93M	54	44%
Aventura Capital Management, LLC	Low $380K	$48M	126	10%
Envest Asset Management, LLC	Low $680K	$46M	67	19%
World Market Advisors	High $1.1M	$71M	67	45%
Copper Leaf Financial, LLC	Very High $1.6M	$220M	137	57%
Greenhill Financial Partners	Very Low $240K	$26M	105	0%
Emg	Typical $710K	$57M	80	13%
The Wealth Conservatory	High $1.1M	$140M	121	48%
Blue Bear Financial, LLC	Typical $900K	$150M	163	56%
WestView Investment Advisors	High $1.3M	$210M	165	40%
InTrack Investment Management, Inc.	High $1.3M	$240M	189	30%
Otto & Associates, Inc.	Very High $1.9M	$290M	152	50%
Costello Financial Planning, Inc.	Very High $1.8M	$190M	109	37%
HWC Financial	Low $530K	$60M	113	10%
Poulos Advisors, Inc.	Very High $1.3M	$150M	115	48%
Oak Financial Group Inc	Very High $1.4M	$170M	122	66%
Williams Financial, LLC	Typical $780K	$200M	261	24%
The Alchemists, LLC	Very Low $280K	$25M	91	3%
The Ivy League Advisory Group, LLC	Very Low $180K	$35M	194	3%
Hutner Capital Management Inc.	Very High $1.6M	$180M	109	70%
Quantum Leap Capital, LLC	Low $360K	$120M	333	11%
Trombley Wealth Management	Low $370K	$81M	222	8%
Broadlake Financial Management	Typical $870K	$390M	451	21%
Milne Financial Planning, Inc.	High $940K	$110M	116	29%
Bennington Financial Planning Group	Low $700K	$260M	376	32%
Gilbert Capital Group	High $1.1M	$150M	139	24%
Stage 2 Planning Partners LLC	Very Low $340K	$100M	306	8%
Wadsworth & Daulaire Financial Planners	Very Low $0	$0	500	26%
Antoine Williams & Associates Wealth Management, LLC	Typical $850K	$290M	349	19%
Farrow Financial Inc	Very High $1.4M	$280M	194	51%
44 North Capital, LLC	Very Low $290K	$120M	425	51%
Hammond Iles Wealth Advisors	Low $490K	$470M	971	13%
Cooper Financial Services, Inc.	Very Low $150K	$200M	1,335	4%

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