AUM per client for Team firms serving clients in Massachusetts

Team firms active in Massachusetts 288 firms

Very Low $270K-$600K

Low $600K-$920K

Typical $920K-$1.7M

High $1.7M-$2.7M

Very High $2.7M-$6.5M

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

Median: $1.2M

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Firm	AUM/client	AUM	Clients	HNW client %
Financial Foundations, Inc.	—	—	4	0%
Algorithmic Investment Models	Very Low $450K	$3.6M	8	25%
Sun Global LLC	Very Low $420K	$4.6M	11	45%
Inflection Capital Management, LLC	Very High $21M	$370M	17	100%
D'Arcangelo Financial Advisors, LLC	—	—	15	0%
Clear Brook Advisors, Inc.	Very High $26M	$520M	20	100%
Altar Rock	Very High $6M	$160M	26	88%
Cynosure Portfolio Advisors LLC	Very Low $120K	$5.8M	48	0%
Clarendon Private LLC	Very High $4.1M	$190M	46	85%
Saltbox Financial LLC	High $2M	$90M	46	57%
Carapace Financial Advisors LLC	Typical $1.2M	$59M	49	100%
Elyxium Wealth LLC	Very High $16M	$820M	51	100%
7Two	Very High $3.2M	$170M	54	78%
Downtown Wealth Studios, LLC	Very High $12M	$550M	45	80%
PUREfi Wealth, LLC	Very High $3.2M	$290M	92	71%
Financial Transparency	Typical $1.3M	$300M	227	23%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
Bull Harbor Capital LLC.	Low $840K	$350M	421	30%
Timber Creek Capital Management, LLC	Very High $14M	$640M	46	78%
Fiduciary Wealth Partners, LLC	Very High $12M	$1.3B	109	100%
Values Added Financial	Very High $2.8M	$310M	112	66%
Manchester Capital Management LLC	Very High $11M	$2.2B	211	73%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Seabridge Investment Advisors LLC	Very High $2.7M	$510M	185	66%
Revere Wealth Management LLC	Low $780K	$78M	101	4%
Family Fiduciary Services, Inc.	High $2.1M	$220M	103	38%
Single Point Partners	Very High $3.3M	$640M	195	70%
The Advisory Group of San Francisco, LLC	Very High $3.5M	$410M	116	73%
LRI Investments	Very High $4M	$1.9B	477	45%
Birch Hill Investment Advisors LLC	Very High $15M	$2.7B	182	93%
Boston Research and Management, Inc.	Very High $5.4M	$670M	124	71%
Forefront	Very Low $420K	$240M	572	18%
Milestone Financial Planning, LLC	High $2.3M	$590M	257	70%
Argonautica Private Wealth Management, Inc	Very High $4M	$440M	109	53%
Maytech Global Investments	Very High $4.8M	$540M	111	86%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Angeles Wealth Management, LLC	Very High $12M	$2.5B	203	100%
J.P. Marvel Wealth Management, Inc.	Very High $12M	$820M	69	68%
Jackson, Grant Investment Advisers, Inc.	Very High $6.1M	$580M	94	91%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
Northstar Asset Management, Inc.	Very High $3.8M	$640M	169	64%
Colman Knight Advisory Group, LLC	Typical $1.5M	$180M	122	42%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
SageBroadview Wealth Management, LLC	High $2.7M	$400M	148	68%
Little House Capital, LLC	High $2.6M	$530M	200	72%
Ncu Investment Solutions	Low $670K	$100M	153	20%
Napier Financial	High $2.5M	$510M	205	52%
Oasis Wealth Planning Advisors	Typical $1.5M	$280M	186	74%
1 St Discount Brokerage, Inc.	Very Low $590K	$130M	216	38%
BlueDoor Private Wealth, LLC	High $2.5M	$330M	135	50%
Mha Financial Corp	Low $720K	$97M	135	57%
Peak Asset Management, LLC	Very High $2.9M	$980M	333	65%
Anchor Capital Advisors LLC	High $2.4M	$1.1B	474	63%
Trust Advisory Group Ltd	Very Low $560K	$310M	562	12%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
Geometric Wealth Advisors, LLC	Very High $5.2M	$1.3B	256	93%
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%
Perennial	Very High $6.3M	$740M	117	95%
RMR Wealth Management	Typical $980K	$180M	178	19%
Investment Partners Asset Management	Typical $1.1M	$280M	241	61%
Eastsound Capital Advisors, LLC	Low $830K	$200M	244	20%
Guardian Wealth Partners, LLC	Very Low $480K	$190M	402	7%
Connective Wealth Partners, LLC	Very Low $250K	$78M	316	2%
Stirlingshire Investments	Very Low $240K	$180M	760	75%
Quantum Financial Advisors, LLC	Very High $3.3M	$1.5B	451	38%
Willow Grove Advisors, LLC	High $1.9M	$370M	194	48%
Sensible Money, LLC	High $2.3M	$740M	324	68%
EGI Financial, Inc.	Typical $1.2M	$350M	292	23%
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%
Woodstock Corporation	Very High $4.8M	$1.1B	233	60%
Alliance Private Wealth, LLC	Very High $2.8M	$470M	167	60%
Weatherly Asset Management	Very High $4.4M	$1.6B	371	76%
Rise North Capital Investment Advisors	Very Low $120K	$47M	406	4%
Clark Asset Management, LLC	Very High $4.8M	$1.3B	275	97%
Peddock Capital Advisors, LLC	Very High $4.5M	$770M	173	57%
Plum Street Advisors, LLC	High $2.4M	$430M	175	37%
The L. Warner Companies, Inc	High $2.1M	$750M	352	51%
Keenan Financial	Very Low $270K	$200M	751	6%
Aequitas Investment Advisors, LLC	Very High $3.9M	$710M	180	82%
Montis Financial, LLC	High $2.2M	$1.3B	580	52%
Rose Capital Advisors, LLC	Typical $1.7M	$600M	363	64%
Capital Markets IQ, LLC	Very Low $520K	$370M	698	13%
Schwerin Boyle Capital Management, Inc	Very High $4.2M	$620M	148	92%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
May Hill Capital, LLC	Very High $4.1M	$460M	113	70%
TFC Financial Management Inc	Very High $4.3M	$1.8B	415	73%
Verity Investment Partners	Very High $2.8M	$1.3B	459	58%
MG Financial LLC	Very High $9M	$1B	115	75%
BCAS	Typical $1.1M	$300M	269	47%
Genesis Wealth Advisors, LLC	Low $840K	$190M	231	25%
Catalyst Financial Partners	Very High $4.6M	$1.6B	347	100%
WinCap Financial LLC	Low $820K	$220M	270	27%
Safford Nicholas H & Co Inc	Very High $12M	$1.8B	155	88%
Wilkins Investment Counsel, Inc	Very High $5.2M	$1B	196	90%
Ellevest	High $2.3M	$1.1B	471	79%
Leigh Baldwin & Co., LLC	Very Low $390K	$260M	676	10%
Bts Asset Management, Inc.	Very Low $180K	$82M	443	0%
Clean Yield Asset Management	High $2.2M	$550M	246	63%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
The Foundry Financial Group, Inc.	Typical $940K	$280M	294	49%
Wingate Wealth Advisors, Inc.	High $2.1M	$1.4B	642	55%
Excalibur Management Corp	High $2.1M	$660M	307	43%
Kelman Lazarov Inc	Typical $1.5M	$890M	574	56%
Riverview Capital Advisers LLC	Very High $2.8M	$620M	221	53%
Forthright Capital	Very Low $110K	$110M	978	1%
Siharum Advisors, LLC	Very High $6.7M	$610M	90	92%
AAF Wealth Management, LLC	High $2.1M	$560M	271	52%
Commons Capital, LLC	Typical $1.4M	$310M	226	71%
Transatlantique Private Wealth LLC	High $2.1M	$860M	411	84%
Empirical Asset Management, LLC	Typical $1.1M	$500M	457	58%
Third View Private Wealth	Very High $3.6M	$1.2B	322	57%
Point Windward Advisors, Inc.	Typical $1.3M	$360M	278	17%
Florek Financial, LLC	Very High $5.4M	$510M	94	85%
Boston Family Office LLC	Very High $5.8M	$1.9B	332	74%
Trevián Wealth Management, LLC	Very High $5.3M	$510M	96	84%
Blue Jean Financial LLC	Very Low $350K	$130M	385	8%
MariPau Wealth Management LLC	Very Low $340K	$360M	1,064	6%
RPG Family Wealth Advisory, LLC	Typical $1.2M	$630M	537	25%
Barry Investment Advisors, LLC	High $2.1M	$830M	391	47%
Trubee Wealth Advisors, Inc.	Typical $1.2M	$830M	686	24%
Marble Harbor Investment Counsel, LLC	Very High $6.5M	$1.3B	197	73%
Signal Securities, Inc.	Very Low $600K	$680M	1,137	29%
D.B. Root & Company, LLC	Typical $1.1M	$850M	743	13%
Arjuna Capital, LLC	Very High $3.2M	$480M	149	66%
Carlson Investments	Typical $1.5M	$540M	350	31%
Guidance Point Advisors, LLC	High $2.2M	$560M	252	36%
Ipswich Investment Management Company, Inc	High $2.5M	$630M	252	17%
Peak Financial Management Inc	Typical $1.5M	$530M	353	46%
Renaissance Investment Group, LLC	High $2.6M	$650M	254	52%
D.H. Hill Advisors, Inc.	Very Low $220K	$200M	916	3%
Birchbrook	Low $910K	$280M	310	37%
Prota Financial	Very Low $400K	$270M	673	13%
Livelife Capital Partners LLC	Typical $1.4M	$360M	261	34%
IRC Wealth	High $1.7M	$630M	366	41%
New World Advisors LLC	Very High $8.4M	$880M	105	100%
Beacon Financial Planning, Inc.	Typical $1.3M	$400M	316	41%
Baldwin Wealth Partners, LLC	Very High $2.9M	$2.1B	738	50%
Nichols & Pratt Advisers LLP	Very High $21M	$2.2B	106	80%
Sachetta, LLC	High $1.7M	$1B	595	44%
Centerpoint Advisors, LLC	Typical $1.5M	$730M	498	40%
Washington Trust Advisors	High $2.6M	$2B	781	51%
Martha's Vineyard Investment Advisors, LLC	Low $810K	$270M	336	34%
Monument Group Wealth Advisors, LLC	Very High $4M	$680M	169	88%
Contravisory Investment Management, Inc.	High $2.2M	$510M	227	39%
Cornerstone Planning Group	Low $640K	$770M	1,192	19%
Beck Bode LLC	Low $680K	$650M	968	18%
Oak Grove Capital, LLC	Very High $7.2M	$820M	114	75%
Middleton & Company Inc.	Very High $3.1M	$1.1B	346	69%
Fox Hill Wealth Management	Low $710K	$290M	405	20%
Stage Harbor Financial	Very High $3.2M	$1.1B	348	64%
EQ Wealth Management	High $1.8M	$940M	525	70%
DAI Wealth, LLC	Very Low $200K	$290M	1,466	44%
Thayer Partners LLC	Typical $1.2M	$440M	352	40%
4Thought Financial Group Inc.	Very Low $580K	$170M	297	0%
Arcadia Wealth Management, LLC	Low $670K	$440M	655	14%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
American Investment Services Inc	High $1.9M	$670M	359	44%
Main Street Research LLC	High $2.6M	$2.6B	1,018	80%
Prentiss Smith & Company, Inc.	Typical $1.4M	$410M	300	3%
Claro Advisors Inc.	Typical $1.1M	$1.2B	1,092	33%
Eagleclaw Capital Management LLC	High $2.5M	$750M	305	86%
Goodman Advisory Group, LLC	Typical $990K	$370M	372	57%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
Bright Futures Wealth Management, LLC	Very Low $330K	$290M	879	12%
Moody, Lynn, Lieberson & Walker, LLC	Very High $4.3M	$2.1B	503	100%
Northstar Financial Companies, Inc.	Typical $1M	$520M	507	22%
5C Capital Management, LLC	Typical $1.2M	$630M	511	32%
Falcon Wealth Planning, Inc.	Typical $1M	$1.5B	1,478	29%
Alta Wealth Advisors LLC	Low $840K	$650M	772	30%
Hoopoe Advisors	Typical $990K	$580M	585	40%
One Charles Private Wealth	High $2.6M	$860M	334	58%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
HORAN Wealth, LLC	Typical $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%
Hunter Capital Management	Typical $1.5M	$750M	485	100%
Darwin Wealth Management	Low $740K	$610M	835	19%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Victory Wealth Partners	Very Low $180K	$63M	351	4%
Pension & Wealth Management Advisors	Typical $920K	$460M	493	21%
Cabot Wealth Management	High $1.9M	$1.2B	636	100%
Sandbox Financial Partners, LLC	Typical $1.2M	$570M	498	55%
Monte Financial Group, LLC	Typical $1.1M	$480M	434	29%
Elevage Partners, LLC	Very Low $420K	$150M	365	6%
Wealth Effects	Low $790K	$470M	596	17%
Wood Wealth Group, LLC	Very Low $150K	$56M	373	4%
Canby Financial Advisors	Typical $1.7M	$620M	374	49%
Mayport Wealth Management	Very High $4.5M	$690M	152	74%
Roberts, Glore & Co.	High $1.9M	$730M	383	49%
SHP Wealth Management, LLC	Low $800K	$1.8B	2,261	21%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
Vital Investment Management LLC	Low $720K	$280M	391	25%
Diversified, LLC	Typical $1.3M	$2.7B	1,982	42%
Chemistry Wealth Management LLC	High $2.3M	$1.3B	558	59%
J.M. Arbour, LLC	Very Low $250K	$180M	720	4%
Motiv8 Investments LLC	Very Low $300K	$220M	720	6%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Pekin Hardy Strauss, Inc.	High $2M	$1.5B	725	48%
White Lighthouse Investment Management, Inc.	High $2.3M	$920M	405	42%
The Patriot Financial Group, LLC	Low $600K	$1.4B	2,361	16%
Horizon Financial	Low $700K	$510M	734	16%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Carr Financial Group	Typical $1.3M	$740M	574	32%
Wellesley Asset Management, Inc.	Low $710K	$880M	1,246	23%
Phillips and Company Advisors LLC	Typical $1.7M	$1.9B	1,110	16%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Gray Private Wealth, LLC	High $1.8M	$470M	262	58%
Berkshire Money Management, Inc.	Typical $1.3M	$1.2B	875	38%
Personal CFO Solutions LLC	High $2.6M	$1.6B	624	62%
Shepherd Financial Partners, LLC	High $1.7M	$1.2B	730	47%
Bay Colony Advisors	Very Low $530K	$1.4B	2,650	33%
Breakwater Capital Group	Very High $2.8M	$1B	370	65%
West Branch Capital LLC	High $1.8M	$680M	372	46%
Carl P. Sherr & Co., LLC	High $1.7M	$500M	287	65%
Freedom Investment Management, Inc.	Low $610K	$300M	485	16%
Axis Wealth Partners, LLC	Very Low $480K	$380M	781	13%
Brophy Wealth Management, LLC	Typical $1.4M	$530M	391	38%
Stonehearth Capital Management	Low $870K	$430M	490	27%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Pinney & Scofield, Inc.	Very High $2.9M	$860M	295	75%
Great Oak Capital Partners, LLC	Low $790K	$470M	591	24%
Charter Oak Capital Management	Typical $1.1M	$1.6B	1,389	33%
3Edge Asset Management, LP	Low $750K	$1.1B	1,489	24%
Armstrong Advisory Group Inc.	Typical $1.1M	$1.7B	1,489	50%
ALTA Capital Management LLC	Low $850K	$1B	1,193	24%
Pearson Financial Services	—	—	500	0%
Concord Wealth Partners	Low $820K	$1B	1,232	21%
AdviceOne Advisory Services, LLC	Typical $1.4M	$2B	1,449	54%
Newman Dignan & Sheerar, Inc.	Typical $1.3M	$680M	518	48%
One Day In July LLC	Typical $980K	$1.3B	1,351	28%
Torray Investment Partners LLC	Low $700K	$370M	526	12%
Bouchey Financial Group Ltd	Typical $1.3M	$1.5B	1,190	41%
Penobscot Investment Management Company, Inc.	Very High $2.7M	$1.5B	548	58%
Bridgeport Financial Solutions	Typical $1M	$910M	895	27%
Stablepoint Partners, LLC	Typical $1.6M	$920M	561	47%
Navellier & Associates Inc	Low $870K	$1.1B	1,242	97%
Finivi Inc.	Very Low $450K	$310M	683	11%
Compass Capital Corporation	Very Low $480K	$650M	1,367	10%
Cadence Wealth Management LLC	Low $640K	$450M	696	16%
KMG Fiduciary Partners, LLC	Typical $1.3M	$1.7B	1,301	31%
Jackson Square Capital, LLC	Low $880K	$530M	605	83%
BostonPremier Wealth	Low $690K	$520M	749	20%
Boston Standard Wealth Management, LLC	Typical $1.6M	$650M	393	45%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Werba Rubin Papier Wealth Management, LLC	High $2M	$1.4B	670	47%
Bristol Wealth Group	Typical $940K	$790M	836	12%
Zevin Asset Management, LLC	Typical $1.1M	$590M	558	81%
Great Point Wealth Advisors, LLC	Typical $1.5M	$670M	452	54%
Affinity Investment Group, LLC	Typical $1.2M	$560M	461	52%
Sandhill Investment Management	Typical $1M	$2.1B	2,044	18%
Byrne Financial Freedom, LLC	Very Low $560K	$530M	956	40%
Nvest Financial, LLC	Low $840K	$670M	799	24%
Valley Wealth Strategies, LLC	Very Low $340K	$1.4B	3,966	7%
MSA Financial	Typical $1M	$1.4B	1,324	36%
Gainline Financial Partners, LLC	Very Low $350K	$340M	998	58%
New Harbor Financial Group, LLC	Low $800K	$810M	1,010	28%
Prentice Wealth Management LLC	Very Low $540K	$550M	1,024	5%
J.M. Forbes & Co. Llp	Typical $1.4M	$1.5B	1,041	34%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Coston, McIsaac & Shea Financial Advisors	Very Low $370K	$470M	1,254	19%
Minot DeBlois Advisors LLC	Very High $9.3M	$1.7B	187	64%
Alchemi Wealth, LLC	Very Low $250K	$280M	1,126	8%
Essential Planning, LLC	Typical $920K	$520M	573	28%
Strategic Wealth Partners, Ltd.	Very Low $420K	$1.5B	3,646	28%
Focused Wealth Management, Inc.	Very Low $580K	$1.3B	2,163	14%
Vestia Personal Wealth Advisors	Very Low $260K	$1B	3,970	78%
Johnson Brunetti	Very Low $460K	$2.8B	6,038	12%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
First Affirmative Financial Network LLC	Very Low $390K	$890M	2,275	56%
McNamara Financial Services, Inc.	Low $850K	$790M	928	32%
Kelly Financial Services LLC	Very Low $450K	$620M	1,401	15%
93 Financial Group, LLC	Low $770K	$900M	1,175	26%
Channel Wealth, LLC	Very Low $410K	$810M	1,974	43%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
O'Rourke & Company, Incorporated	Typical $930K	$540M	580	85%
FREC	Very Low $300K	$540M	1,789	5%
Investment Advisory Group LLC	Low $790K	$1.2B	1,542	18%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
Independence Financial Advisors, LLC	Very Low $150K	$410M	2,734	1%
Ciccarelli Advisory Services Inc	Very Low $450K	$1.6B	3,553	15%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Medallion Wealth Advisors, LLC	Very Low $200K	$500M	2,467	2%
Mariner	Low $780K	$2.8B	3,537	1%

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