AUM per client for Team firms serving clients in Delaware

Team firms active in Delaware 67 firms

Very Low $280K-$390K

Low $390K-$830K

Typical $830K-$1.3M

High $1.3M-$2.2M

Very High $2.2M-$4.5M

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

Median: $980K

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Firm	AUM/client	AUM	Clients	HNW client %
Sun Global LLC	Low $420K	$4.6M	11	45%
Latin Securities Inc.	High $1.5M	$35M	23	52%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Acima Private Wealth LLC	Very High $7M	$410M	59	61%
Bigsur Partners, LLC	Very High $16M	$1.3B	79	100%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
AMC Wealth Management, LLC	Low $740K	$75M	101	0%
Mora Capital Management, LLC	Very High $2.9M	$1.3B	429	40%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
MBI LLC	High $1.6M	$300M	191	50%
Intelligent Capitalworks	Very High $3.8M	$360M	96	82%
LRI Investments	Very High $4M	$1.9B	477	45%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
The Coury Firm	Very High $3.5M	$730M	206	57%
Storge	Very High $13M	$860M	69	100%
Chapin Davis Asset Management	Typical $1.2M	$630M	543	4%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Grey Fox Wealth Advisors, LLC	High $1.8M	$550M	311	38%
LifeInvest Wealth Management, LTD	Typical $1.2M	$300M	260	20%
Oakwood Capital, Inc.	Low $430K	$260M	608	30%
Riversedge Advisors	Very High $2.2M	$830M	382	44%
PTS Brokerage, LLC	Very Low $260K	$130M	495	0%
Veery Capital, LLC	High $1.6M	$400M	252	35%
GFG Solutions	Typical $970K	$310M	315	100%
Alterna Wealth Management, Inc.	Typical $860K	$990M	1,151	55%
Leigh Baldwin & Co., LLC	Very Low $390K	$260M	676	10%
Clariti Wealth Advisors	Very High $3M	$750M	250	78%
Westover Capital Advisors, LLC	Very High $2.4M	$560M	238	53%
Blackdiamond Wealth Management, LLC	Typical $1.1M	$400M	371	26%
Blue Rock Financial Group	Typical $980K	$260M	265	47%
Sovereign Financial Group, Inc.	Low $830K	$1.1B	1,288	22%
Castlekeep Investment Advisors	Very High $3.9M	$450M	116	57%
Affinity Wealth Management LLC	High $1.3M	$860M	639	35%
PKS Investment Advisors LLC	Low $610K	$280M	457	16%
Turner Financial Group, Inc.	Low $400K	$220M	547	10%
MFG Investments, LLC	Low $430K	$150M	344	15%
Capital Investment Advisors	Low $680K	$280M	417	19%
Meridian Wealth Partners, LLC	Typical $1.3M	$930M	707	43%
SteadTrust	Typical $920K	$600M	651	24%
The Kelly Group	Typical $960K	$1B	1,087	23%
OMNI 360 Wealth, Inc.	Typical $1.1M	$400M	370	23%
WealthPlan Investment Management LLC	Typical $910K	$1.9B	2,068	18%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
Diversified, LLC	Typical $1.3M	$2.7B	1,982	42%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Smithbridge Asset Management, Inc.	High $1.5M	$750M	500	32%
BDFS Capital LLC	Low $540K	$410M	756	10%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
SyntheticFi LLC	High $1.6M	$990M	624	0%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Shufro, Rose & CO., LLC	High $1.9M	$2.3B	1,207	45%
Financial Council, LLC	High $2M	$1.3B	648	53%
Elite Income Advisors, Inc.	Very Low $320K	$210M	657	29%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Ashton Thomas Securities, LLC	Low $810K	$1.9B	2,281	13%
Ballast Financial Advisors, LLC	Low $540K	$320M	602	20%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Clarity Financial Advisors LLC	Very Low $150K	$140M	985	2%
Harvest Investment Consultants LLC	Low $510K	$520M	1,015	24%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
Stonecrop Wealth Advisors, LLC	Very Low $200K	$240M	1,185	39%
DT Investment Partners, LLC	Typical $1.3M	$1.7B	1,296	24%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%

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