AUM per client for Team firms serving clients in District Of Columbia

Team firms active in District Of Columbia 59 firms

Very Low $270K-$500K

Low $500K-$1.3M

Typical $1.3M-$2.3M

High $2.3M-$3.1M

Very High $3.1M-$5.5M

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

Median: $1.8M

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Firm	AUM/client	AUM	Clients	HNW client %
Sun Global LLC	Very Low $420K	$4.6M	11	45%
Total Alignment Wealth Advisors, LLC	—	—	28	100%
Rothschild Capital Partners	Very High $3.3M	$210M	64	89%
Folger Nolan Fleming Douglas Incorporated	Very High $3.1M	$790M	257	16%
Partners Capital Services, Inc.	Very Low $310K	$65M	210	56%
Fidelis Capital	Very High $8.7M	$1.9B	218	80%
Values Added Financial	High $2.8M	$310M	112	66%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Highline Wealth Partners	Typical $2.3M	$720M	320	28%
MBI LLC	Typical $1.6M	$300M	191	50%
Glassy Mountain Advisors, Inc.	High $2.9M	$370M	127	66%
Lynx Investment Advisory, LLC	Very High $4.2M	$900M	214	45%
Churchill Financial Advisors, LLC	Very High $4.8M	$520M	108	42%
WealthCare Financial Group, Inc.	Very Low $140K	$18M	130	0%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Glassman Wealth Services, LLC	Very High $6.9M	$2.5B	359	84%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
Crew Capital Management, LTD.	Low $1.2M	$240M	203	30%
Evermay Wealth Management, LLC	High $2.4M	$1.3B	558	42%
Craft Wealth Services	Low $530K	$120M	222	15%
LifeInvest Wealth Management, LTD	Low $1.2M	$300M	260	20%
Westbourne Investment Advisors Inc.	High $2.3M	$440M	187	36%
Curio Wealth, LLC	Low $1.3M	$460M	354	14%
Marotta Wealth Management, Inc.	Typical $1.9M	$660M	354	52%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
Trumbower Financial Advisors LLC	Very High $8.1M	$2B	246	65%
Emerald Advisors, LLC	Very High $4.4M	$940M	215	70%
Strathmore Capital Advisors	Typical $1.6M	$770M	493	48%
Condor Capital Wealth Management	High $2.4M	$2.1B	869	49%
Armstrong, Fleming & Moore, Inc.	High $2.3M	$1.3B	539	49%
Meritas Wealth Management, LLC	Typical $1.8M	$590M	324	53%
Chesapeake Investment Management LLC	Low $500K	$200M	391	100%
Aspect Partners, LLC	Typical $1.4M	$400M	280	45%
Torrey Growth & Income Advisors, LLC	Low $1.1M	$330M	293	22%
Prentiss Smith & Company, Inc.	Typical $1.4M	$410M	300	3%
Preston Wealth Advisors, LLC.	Low $810K	$240M	301	21%
Bright Road Wealth Management, LLC	Low $680K	$420M	614	17%
Edgemoor Investment Advisors, Inc.	Very High $4.1M	$1.3B	312	49%
Buttonwood Financial Advisors, Inc.	Typical $1.5M	$480M	321	47%
Capital Investment Advisors	Low $680K	$280M	417	19%
Axiom Value Wealth Management LLC	Very Low $270K	$96M	351	17%
Wealthcrest Financial Services, LLC	Low $1.3M	$510M	380	61%
Roberts, Glore & Co.	Typical $1.9M	$730M	383	49%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
Romano Wealth Management	Typical $1.5M	$1.4B	934	51%
Seneca Financial Advisors LLC	Typical $2.3M	$820M	353	45%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
ALTA Capital Management LLC	Low $850K	$1B	1,193	24%
Graham Capital Wealth Management, LLC	Very Low $350K	$250M	705	9%
Aviso Wealth Management	Low $640K	$580M	913	17%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Navellier & Associates Inc	Low $870K	$1.1B	1,242	97%
Atwood Financial Planning LLC	Very Low $17K	$16M	939	36%
Acorn Financial Advisory Services, Inc.	Very Low $460K	$1.2B	2,584	21%
USAdvisors Wealth Management, LLC	Very Low $250K	$480M	1,901	4%
Folger Nolan Fleming Douglas Capital Management, Inc.	High $2.5M	$1.2B	478	71%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Harvest Investment Consultants LLC	Low $510K	$520M	1,015	24%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%

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