AUM per client for Team firms serving clients in Connecticut

Team firms active in Connecticut 191 firms

Very Low $250K-$520K

Low $520K-$1.1M

Typical $1.1M-$1.8M

High $1.8M-$2.7M

Very High $2.7M-$5M

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

Median: $1.4M

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Firm	AUM/client	AUM	Clients	HNW client %
D'Arcangelo Financial Advisors, LLC	—	—	15	0%
Sophis Investments LLC	Very High $3.3M	$130M	39	56%
Trident Advisors LLC	Very Low $300K	$12M	41	0%
Fairport Advisors, Inc.	Low $880K	$55M	62	11%
Sierra Capital LLC	Very High $20M	$1.5B	76	100%
PUREfi Wealth, LLC	Very High $3.2M	$290M	92	71%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Bulltick Wealth Management, LLC	Very High $5.6M	$1.6B	280	71%
Henley & Company Wealth Management LLC	Typical $1.3M	$80M	63	35%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
AtCap Partners, LLC	Very Low $490K	$170M	342	56%
Greenwich Advisors, LLC	High $2.6M	$190M	72	51%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Bull Harbor Capital LLC.	Low $840K	$350M	421	30%
Barton Investment Management, LLC	Very High $11M	$980M	93	78%
Fidelis Capital	Very High $8.7M	$1.9B	218	80%
Searle & Co.	Very High $5M	$630M	126	94%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Palisades Hudson Asset Management, L.P.	Very High $8.8M	$1.2B	138	70%
Single Point Partners	Very High $3.3M	$640M	195	70%
Litvak Wealth, LLC	Very High $7.1M	$540M	75	77%
Vestech Asset Management Inc.	Very Low $360K	$100M	278	0%
LRI Investments	Very High $4M	$1.9B	477	45%
Hampshire Family Office	Very High $13M	$820M	62	100%
Your Choice Financial LLC	Very Low $310K	$40M	126	12%
Gannett Wealth Advisors	Low $660K	$89M	135	93%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
HT Partners LLC	Very High $4.7M	$540M	115	42%
Lumiere Financial	Low $710K	$83M	116	16%
Jackson, Grant Investment Advisers, Inc.	Very High $6.1M	$580M	94	91%
ELCO Management Company, LLC	Typical $1.5M	$210M	144	58%
SageBroadview Wealth Management, LLC	Very High $2.7M	$400M	148	68%
WJL Financial Advisors	—	—	152	0%
Francis Financial	Very High $3.1M	$800M	256	78%
Sunpointe Investments	High $2.5M	$770M	309	55%
Blue Square Asset Management, LLC	High $2M	$370M	184	70%
BlueDoor Private Wealth, LLC	High $2.5M	$330M	135	50%
Snowwater Investment Partners, LLC	Very High $15M	$850M	55	100%
Trust Advisory Group Ltd	Low $560K	$310M	562	12%
Wilmington Capital Securities, LLC	Typical $1.6M	$270M	171	18%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Innovative Asset Advisors Group	Low $800K	$300M	373	17%
Integrity Financial Advisors, LLC	Very Low $480K	$110M	230	10%
Equita Financial Network, Inc.	Low $900K	$390M	434	71%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
Wellington Shields & Co., LLC	Low $860K	$500M	580	28%
Argos Wealth Advisors LLC	Very High $4.2M	$990M	234	19%
HFM Wealth Management	Very High $2.8M	$490M	176	18%
RMR Wealth Management	Low $980K	$180M	178	19%
Diastole Wealth Management	Typical $1.4M	$370M	273	32%
Guardian Wealth Partners, LLC	Very Low $480K	$190M	402	7%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Craft Wealth Services	Low $530K	$120M	222	15%
Night Owl Capital Management, LLC	Very High $3.8M	$740M	196	73%
Innovative Advisory Group	Low $640K	$190M	298	9%
HTG Investment Advisors Inc	Very High $2.9M	$1.1B	377	66%
Kreitler Financial LLC	Very High $3.3M	$570M	173	63%
Riskbridge Advisors, LLC	Typical $1.6M	$440M	277	21%
Keenan Financial	Very Low $270K	$200M	751	6%
FCIG Wealth Management, LLC	Very Low $500K	$89M	179	13%
Altfest Personal Wealth Management	High $2.6M	$1.8B	686	63%
Rose Capital Advisors, LLC	Typical $1.7M	$600M	363	64%
Manhattan West Asset Management, LLC	High $1.9M	$620M	331	45%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
Flagstar Advisors, Inc.	Low $640K	$640M	1,004	34%
Basso Capital Management, L.P.	Very High $22M	$2.6B	114	58%
Alpha Zero LLC	Low $610K	$260M	421	21%
Merit Financial Partners LLC	Typical $1.6M	$310M	193	52%
Wilkins Investment Counsel, Inc	Very High $5.2M	$1B	196	90%
Leigh Baldwin & Co., LLC	Very Low $390K	$260M	676	10%
CFM Advisors Inc	Low $940K	$190M	199	7%
IBN Financial Services, Inc.	Very Low $150K	$75M	497	8%
Vizcaya Capital, LLC	High $1.8M	$620M	345	100%
Riverview Capital Advisers LLC	Very High $2.8M	$620M	221	53%
Tortoise Investment Management, LLC	Very High $4.1M	$2.1B	504	71%
Third View Private Wealth	Very High $3.6M	$1.2B	322	57%
Point Windward Advisors, Inc.	Typical $1.3M	$360M	278	17%
Stansberry Asset Management, LLC	Typical $1.3M	$1.3B	975	59%
Amerant investments, Inc.	Very Low $410K	$410M	984	15%
Westover Capital Advisors, LLC	High $2.4M	$560M	238	53%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Blue Jean Financial LLC	Very Low $350K	$130M	385	8%
RB Capital Management, LLC	Typical $1.4M	$880M	636	31%
Trivium Point Advisory, LLC	High $1.8M	$1.4B	786	41%
RMC Investment Advisors	High $2.5M	$860M	346	46%
Quint Investments and Insurance	Very Low $240K	$94M	397	3%
Hudson Value Partners, LLC	Very High $3.3M	$670M	203	59%
Renaissance Investment Group, LLC	High $2.6M	$650M	254	52%
Elysium Wealth Management, LLC	Very Low $460K	$350M	765	19%
Lansdowne Wealth Management, LLC	Low $640K	$230M	357	33%
Tilson Financial Group Inc	Typical $1.6M	$660M	410	44%
5th Street Advisors, LLC	Typical $1.5M	$310M	207	44%
Hudson Advisor Services, Inc.	Typical $1.2M	$300M	259	54%
Mezzasalma Advisors	Typical $1.4M	$520M	364	50%
Westco Advisory Services, Inc.	Low $780K	$250M	323	24%
Founders Capital Management, LLC	Very High $4.1M	$890M	217	62%
Sky Investment Group LLC	High $2.4M	$910M	386	100%
Washington Trust Advisors	High $2.6M	$2B	781	51%
Sovereign Financial Group, Inc.	Low $830K	$1.1B	1,288	22%
Argus Investors' Counsel, Inc.	Very Low $410K	$120M	282	3%
Cornerstone Planning Group	Low $640K	$770M	1,192	19%
YHB Investment Advisors Inc	High $1.8M	$1.9B	1,092	33%
Gilman Hill Asset Management, LLC	High $2.6M	$750M	289	88%
Castlekeep Investment Advisors	Very High $3.9M	$450M	116	57%
SGL Financial, LLC	Very Low $470K	$410M	883	10%
4Thought Financial Group Inc.	Low $580K	$170M	297	0%
Investmark Advisory Group LLC	Typical $1.4M	$820M	598	38%
Main Street Research LLC	High $2.6M	$2.6B	1,018	80%
Prentiss Smith & Company, Inc.	Typical $1.4M	$410M	300	3%
Clear Harbor Asset Management, LLC	High $2.4M	$1.9B	784	58%
Claro Advisors Inc.	Typical $1.1M	$1.2B	1,092	33%
Granite Group Advisors, LLC	Very High $3.2M	$390M	122	100%
Fierston Financial Group Inc	Very High $3.2M	$1B	310	58%
Pgi Wealth Management	High $1.8M	$890M	497	39%
Brady Martz Wealth Solutions, LLC	High $1.8M	$790M	439	31%
Rossmore Private Capital, LLC	Very High $7M	$1.8B	253	75%
5C Capital Management, LLC	Typical $1.2M	$630M	511	32%
RZH Advisors LLC	Very High $5.4M	$2.4B	451	68%
Blueprint Financial Advisors	Very Low $500K	$930M	1,883	2%
Strategy Asset Managers L.L.C.	Typical $1.4M	$820M	598	36%
HORAN Wealth, LLC	Low $990K	$1.4B	1,408	32%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
Flagship Wealth Advisors, LLC.	Typical $1.6M	$740M	478	45%
UAS Asset Management	Low $900K	$310M	342	47%
Sandy Cove Advisors, LLC	High $2.5M	$680M	275	75%
Round Rock Advisors LLC	Typical $1.2M	$730M	622	32%
Hunter Capital Management	Typical $1.5M	$750M	485	100%
Darwin Wealth Management	Low $740K	$610M	835	19%
Masterworks Advisers, LLC	Very Low $7.7K	$8.1M	1,045	26%
Pension & Wealth Management Advisors	Low $920K	$460M	493	21%
MJP Wealth Advisors	Typical $1.4M	$1.2B	865	32%
Monte Financial Group, LLC	Typical $1.1M	$480M	434	29%
Empower Financial Advisory, LLC	High $2.2M	$640M	290	69%
Bourgeon Capital Management LLC	Very High $3.4M	$990M	291	61%
Compass Wealth Management LLC	High $1.8M	$660M	367	42%
Macro Advisors, Inc.	Low $530K	$360M	669	10%
WealthPlan Investment Management LLC	Low $910K	$1.9B	2,068	18%
Matson Financial Advisors, Inc.	High $2.2M	$520M	230	68%
J.J. Burns & Company	High $2M	$1.2B	617	45%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
Diversified, LLC	Typical $1.3M	$2.7B	1,982	42%
Fairfield, Bush & Co.	High $2.4M	$580M	241	24%
Opal Wealth Advisors, LLC	Typical $1.5M	$1.1B	730	46%
The Patriot Financial Group, LLC	Low $600K	$1.4B	2,361	16%
Elevatus Wealth Management, LLC	Typical $1.5M	$500M	326	42%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Sentinel Asset Management, LLC	Very Low $130K	$63M	495	0%
RVW Wealth LLC	Typical $1.4M	$1.2B	834	3%
LifeTyme Financial Advisors, LLC	—	—	502	0%
Baxter Investment Management	High $2.6M	$1.1B	425	52%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Seasons of Advice Wealth Management	Typical $1.4M	$1.2B	891	41%
Bay Colony Advisors	Low $530K	$1.4B	2,650	33%
Holistic Wealth Advisors	Very Low $430K	$270M	642	18%
Warner Wealth	Low $600K	$440M	739	45%
Cortland Associates Inc	High $2.4M	$930M	380	57%
Freedom Investment Management, Inc.	Low $610K	$300M	485	16%
Axis Wealth Partners, LLC	Very Low $480K	$380M	781	13%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Armstrong Advisory Group Inc.	Typical $1.1M	$1.7B	1,489	50%
ALTA Capital Management LLC	Low $850K	$1B	1,193	24%
Grey Ledge Advisors, LLC	Low $670K	$540M	799	18%
Pearson Financial Services	—	—	500	0%
Shufro, Rose & CO., LLC	High $1.9M	$2.3B	1,207	45%
Premier Wealth Advisors, LLC	Low $730K	$450M	614	41%
AdviceOne Advisory Services, LLC	Typical $1.4M	$2B	1,449	54%
Sykon Capital LLC	Very Low $510K	$330M	647	60%
Penobscot Investment Management Company, Inc.	Very High $2.7M	$1.5B	548	58%
SLP Wealth	Very Low $38K	$64M	1,657	1%
Magnus Financial Group LLC	High $1.9M	$2.2B	1,114	34%
Navellier & Associates Inc	Low $870K	$1.1B	1,242	97%
Beese Fulmer Private Wealth Management	High $2.3M	$1.9B	810	42%
Suncoast Equity Management, LLC	Typical $1.4M	$1.1B	838	20%
Asset Management Group, Inc.	Very High $3.4M	$870M	254	39%
Private Capital Advisors, Inc.	Very High $4.8M	$1.2B	256	30%
Purkiss Capital Advisors, LLC	High $2.1M	$840M	409	38%
Avity Investment Management Inc.	Very High $6.2M	$1.7B	274	88%
Sandhill Investment Management	Low $1M	$2.1B	2,044	18%
New Harbor Financial Group, LLC	Low $800K	$810M	1,010	28%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Benin Management Corp	Typical $1.3M	$460M	356	51%
Alchemi Wealth, LLC	Very Low $250K	$280M	1,126	8%
New England Capital Financial Advisors LLC	Low $520K	$610M	1,185	15%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Materetsky Financial Group	Low $870K	$710M	818	40%
Johnson Brunetti	Very Low $460K	$2.8B	6,038	12%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
First Affirmative Financial Network LLC	Very Low $390K	$890M	2,275	56%
M Financial Asset Management, Inc.	Typical $1.2M	$1.2B	995	4%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Vantage Financial Group, Inc.	Very Low $330K	$820M	2,482	33%
Medallion Wealth Advisors, LLC	Very Low $200K	$500M	2,467	2%

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