AUM per client for Team firms serving clients in Maryland

Team firms active in Maryland 212 firms

Very Low $270K-$550K

Low $550K-$820K

Typical $820K-$1.5M

High $1.5M-$2.5M

Very High $2.5M-$4.4M

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

Median: $1.1M

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Firm	AUM/client	AUM	Clients	HNW client %
Williams Asset Management	—	$660M	433	—
Sun Global LLC	Very Low $420K	$4.6M	11	45%
Colomb Investment Management Company, LLC	Very Low $150K	$4.7M	32	0%
Foundation Wealth & Tax Advisors, LLC	Low $730K	$68M	93	35%
Investment Research Corp	Very Low $310K	$51M	163	2%
Rothschild Capital Partners	Very High $3.3M	$210M	64	89%
Avestar Capital, LLC	Very High $12M	$2B	170	84%
AtCap Partners, LLC	Very Low $490K	$170M	342	56%
Folger Nolan Fleming Douglas Incorporated	Very High $3.1M	$790M	257	16%
Sera Capital Management, LLC	High $1.5M	$110M	74	38%
TritonPoint Partners, LLC	Very High $3.9M	$290M	74	57%
CSP Financial Group LLC	Very Low $380K	$120M	312	10%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
Fidelis Capital	Very High $8.7M	$1.9B	218	80%
MMA Asset Management LLC	Typical $1.2M	$330M	282	52%
GreenLeaf Financial Network, LLC	Low $620K	$120M	189	21%
Values Added Financial	Very High $2.8M	$310M	112	66%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
Empirikal Partners LLC	Very Low $500K	$87M	175	75%
Princeton Global Asset Management LLC	High $2.5M	$880M	356	47%
Best Life Infinity, LLC	Very Low $440K	$48M	110	8%
MBI LLC	High $1.6M	$300M	191	50%
The Advisory Group of San Francisco, LLC	Very High $3.5M	$410M	116	73%
LRI Investments	Very High $4M	$1.9B	477	45%
Legacy Investment Strategies, LLC	Low $660K	$110M	167	25%
HZ Investments Inc.	Very High $28M	$590M	21	100%
Glassy Mountain Advisors, Inc.	Very High $2.9M	$370M	127	66%
Lynx Investment Advisory, LLC	Very High $4.2M	$900M	214	45%
WealthCare Financial Group, Inc.	Very Low $140K	$18M	130	0%
Fruitful	Very Low $72K	$25M	351	0%
Clear Capital Management LP	Low $550K	$61M	112	15%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
MDRN Capital	Low $600K	$340M	569	75%
Amuni Financial, Inc.	Low $680K	$190M	283	21%
Monument wealth Management	High $2.5M	$530M	215	49%
Black Diamond Financial, LLC	Very High $3.4M	$1.1B	335	65%
Aegis Wealth	Very High $6M	$740M	123	83%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
SimplyRIA Advisor Network	Very Low $350K	$210M	602	8%
WJL Financial Advisors	—	—	152	0%
Next Capital Management LLC	Very High $6.6M	$1.7B	257	70%
WMS Advisors, LLC	High $2.1M	$280M	131	42%
Mclean Asset Management Corp.	High $1.9M	$920M	486	53%
Chapin Davis Asset Management	Typical $1.2M	$630M	543	4%
Glassman Wealth Services, LLC	Very High $6.9M	$2.5B	359	84%
Evermay Wealth Management, LLC	High $2.4M	$1.3B	558	42%
Sargent Investment Group	Very High $3.5M	$1.4B	396	63%
Foundry Financial LLC	Typical $1.3M	$230M	184	44%
Guardian Wealth Partners, LLC	Very Low $480K	$190M	402	7%
Integrated Wealth Solutions, LLC	Very Low $210K	$46M	217	8%
Craft Wealth Services	Very Low $530K	$120M	222	15%
&wealth Partners	Very High $4.1M	$390M	96	73%
Quantum Financial Advisors, LLC	Very High $3.3M	$1.5B	451	38%
BMSS Wesson Wealth Solutions	Very High $2.7M	$700M	260	71%
Equitycompass Investment Management, LLC	Typical $1.4M	$220M	163	8%
Innovative Advisory Group	Low $640K	$190M	298	9%
Zenith Wealth Partners	Very Low $300K	$88M	298	10%
Legacy Edge Advisors	High $2.3M	$1.2B	530	83%
SC&H Wealth	High $1.8M	$1.2B	668	37%
Apforia	Very Low $270K	$98M	368	15%
Oakwood Capital, Inc.	Very Low $430K	$260M	608	30%
TritonPoint Wealth, LLC	Very High $4.4M	$1.5B	338	52%
Analog Capital Partners LLC	Very Low $540K	$93M	173	12%
The L. Warner Companies, Inc	High $2.1M	$750M	352	51%
PTS Brokerage, LLC	Very Low $260K	$130M	495	0%
Altfest Personal Wealth Management	Very High $2.6M	$1.8B	686	63%
1 North Wealth Services, LLC	Typical $1.4M	$310M	217	37%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
Westbourne Investment Advisors Inc.	High $2.3M	$440M	187	36%
Flower City Capital LLC	High $1.8M	$410M	227	50%
Wallington Asset Management	Very High $3.7M	$1.1B	306	64%
Family Office Research, LLC	Very High $4.8M	$550M	115	90%
Collective Wealth Partners, LLC	Very Low $290K	$57M	194	8%
Curio Wealth, LLC	Typical $1.3M	$460M	354	14%
CFM Advisors Inc	Typical $940K	$190M	199	7%
Lafayette Investments, Inc.	Very High $3.3M	$800M	240	68%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
Clean Yield Asset Management	High $2.2M	$550M	246	63%
Trumbower Financial Advisors LLC	Very High $8.1M	$2B	246	65%
West Financial Services, Inc.	Very High $2.9M	$2.7B	940	58%
Coyle	High $2.4M	$1B	438	53%
RiverFront Investment Group, LLC	Typical $890K	$1.1B	1,185	0%
Advocate Investing Services	Low $820K	$180M	220	25%
BSG Advisers	Very Low $500K	$130M	264	24%
Kendall Capital Management	High $2.1M	$740M	352	64%
Passive Capital Management, LLC	High $2.1M	$830M	399	25%
Strathmore Capital Advisors	High $1.6M	$770M	493	48%
Stansberry Asset Management, LLC	Typical $1.3M	$1.3B	975	59%
Professional Financial Solutions, LLC	Typical $1.5M	$410M	279	49%
Hopwood Financial Services, Inc.	Very High $2.6M	$740M	283	60%
Westover Capital Advisors, LLC	High $2.4M	$560M	238	53%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Armstrong Dixon	High $1.5M	$440M	290	54%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
Delta Financial Advisors, Inc.	Typical $950K	$230M	245	29%
Schaeffer Financial LLC	Typical $1M	$260M	247	31%
Berman McAleer	Very High $2.7M	$1.7B	646	59%
Glass Jacobson Wealth Advisors	High $1.8M	$930M	501	30%
PlanVest Financial, Inc.	Low $570K	$180M	307	27%
United Wealth Management, LLC	High $1.6M	$410M	257	58%
Hudson Advisor Services, Inc.	Typical $1.2M	$300M	259	54%
Turning Point Financial	Very Low $430K	$340M	784	13%
Carderock Capital Management, Inc.	Very High $3M	$630M	211	74%
Blue Rock Financial Group	Typical $980K	$260M	265	47%
Stonebridge Financial Group, LLC	Typical $1.3M	$1.6B	1,287	30%
Armstrong, Fleming & Moore, Inc.	High $2.3M	$1.3B	539	49%
AMB Wealth, LLC	Typical $1M	$870M	878	20%
Mv Capital Management, Inc.	High $2.3M	$1B	444	66%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Chesapeake Investment Management LLC	Very Low $500K	$200M	391	100%
Marathon Capital Management	High $1.8M	$510M	281	65%
Heritage Financial LLC	Typical $1.1M	$380M	350	38%
Kilter Group	Low $670K	$280M	413	29%
Preston Wealth Advisors, LLC.	Low $810K	$240M	301	21%
Grant Street Asset Management Inc	High $1.6M	$670M	425	40%
Victrix Investment Advisors	Low $780K	$340M	435	21%
Edgemoor Investment Advisors, Inc.	Very High $4.1M	$1.3B	312	49%
Jemma Financial Services	Very Low $350K	$110M	312	24%
Bangerter Financial Services, Inc.	Very Low $210K	$68M	317	11%
Warner Financial, Inc.	Very High $3.2M	$820M	256	68%
Buttonwood Financial Advisors, Inc.	Typical $1.5M	$480M	321	47%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Global Brokerage Services, Inc.	Very Low $360K	$140M	386	27%
Financial Consulate	Typical $1.3M	$1.1B	844	39%
PKS Investment Advisors LLC	Low $610K	$280M	457	16%
WBH Advisory, Inc.	High $2.4M	$1.7B	725	58%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
Atlas Private Wealth Advisors	Low $710K	$860M	1,211	17%
Klaas Financial Asset Advisors, LLC.	Low $750K	$760M	1,015	20%
UAS Asset Management	Typical $900K	$310M	342	47%
MFG Investments, LLC	Very Low $430K	$150M	344	15%
Capital Investment Advisors	Low $680K	$280M	417	19%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Axiom Value Wealth Management LLC	Very Low $270K	$96M	351	17%
Rebalance LLC	Very High $2.8M	$1.8B	636	31%
Sandbox Financial Partners, LLC	Typical $1.2M	$570M	498	55%
The Kelly Group	Typical $960K	$1B	1,087	23%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
KFA Private Wealth Group, LLC	Typical $990K	$810M	814	28%
Wealthcrest Financial Services, LLC	Typical $1.3M	$510M	380	61%
The Marshall Financial Group LLC	Low $680K	$670M	994	17%
Steigerwald, Gordon & Koch - Wealth Advisors	High $1.9M	$1.3B	693	56%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
Apollon Financial, LLC	Typical $1.2M	$1.4B	1,256	34%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Paradigm Investment Advisory, LLC	Low $610K	$390M	644	87%
Elevatus Wealth Management, LLC	High $1.5M	$500M	326	42%
Horizon Financial	Low $700K	$510M	734	16%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
James River Asset Management, LLC	Low $660K	$270M	411	25%
Sentinel Asset Management, LLC	Very Low $130K	$63M	495	0%
TFB Advisors, LLC	Low $600K	$800M	1,326	13%
ValueWealth Services, LLC	Low $760K	$320M	420	27%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Research Financial Strategies	Very Low $470K	$240M	511	18%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Abich Financial Wealth Management, LLC	Low $760K	$390M	517	23%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
FSA Wealth Partners	Typical $1.1M	$790M	698	33%
Signature Equity Partners, LLC	Very Low $310K	$330M	1,056	4%
McGlone Suttner Wealth Management, Inc.	Typical $1.4M	$980M	708	41%
Convergence Financial	Very Low $330K	$880M	2,665	24%
Cornerstone Advisory	Very High $2.5M	$2B	808	56%
FBB Capital Partners	High $2.4M	$2.4B	1,004	2%
Widmann Financial Services	Typical $820K	$450M	551	22%
DiNuzzo Private Wealth, Inc.	Typical $1.5M	$1.1B	779	44%
Prostatis Financial Advisors Group	Very Low $390K	$600M	1,568	8%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Claris Financial, LLC	Very Low $540K	$330M	599	27%
Pearson Financial Services	—	—	500	0%
Northwest Financial Advisors LLC	Low $640K	$1.2B	1,908	17%
Aviso Wealth Management	Low $640K	$580M	913	17%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Veridian Capital Partners	Low $670K	$550M	816	39%
Virtus Wealth Solutions	High $1.8M	$550M	307	36%
Concord Wealth Partners	Low $820K	$1B	1,232	21%
Torray Investment Partners LLC	Low $700K	$370M	526	12%
Financial Council, LLC	High $2M	$1.3B	648	53%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
Elite Income Advisors, Inc.	Very Low $320K	$210M	657	29%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
SFG Wealth Management	Low $600K	$710M	1,173	47%
Security Capital Management	Low $570K	$1.3B	2,357	26%
Beacon Investment Advisors LLC	Very High $2.8M	$330M	118	50%
Wealthcare Capital Partners, LLC	Low $550K	$390M	708	13%
Ballast Financial Advisors, LLC	Very Low $540K	$320M	602	20%
LGG Financial	High $2.3M	$560M	241	63%
VSM Wealth Advisory, LLC	Typical $1M	$630M	609	71%
Perspective Wealth Management	High $2.3M	$590M	264	83%
Azzad Asset Management, Inc.	Typical $830K	$1.2B	1,494	33%
Acorn Financial Advisory Services, Inc.	Very Low $460K	$1.2B	2,584	21%
Red Oak Financial Group	Low $590K	$620M	1,051	0%
Folger Nolan Fleming Douglas Capital Management, Inc.	Very High $2.5M	$1.2B	478	71%
Gainline Financial Partners, LLC	Very Low $350K	$340M	998	58%
Milestone Asset Management, LLC	Very Low $510K	$690M	1,347	75%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Howard Capital Management Group, LLC	Very High $3.8M	$2B	528	63%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Strategic Wealth Partners, Ltd.	Very Low $420K	$1.5B	3,646	28%
Vestia Personal Wealth Advisors	Very Low $260K	$1B	3,970	78%
Harvest Investment Consultants LLC	Very Low $510K	$520M	1,015	24%
Innovative Wealth Building LLC	Very Low $370K	$660M	1,770	11%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
CovingtonAlsina	Very Low $230K	$280M	1,236	7%
DT Investment Partners, LLC	Typical $1.3M	$1.7B	1,296	24%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
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%
Baltimore-Washington Financial Advisors	Low $560K	$3B	5,272	17%
Retirement Management Systems	Low $620K	$1.9B	3,032	18%

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