AUM per client for Team firms serving clients in New Hampshire

Team firms active in New Hampshire 158 firms

Very Low $150K-$670K

Low $670K-$930K

Typical $930K-$1.4M

High $1.4M-$2.3M

Very High $2.3M-$4.5M

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

Median: $1.1M

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Firm	AUM/client	AUM	Clients	HNW client %
Inflection Capital Management, LLC	Very High $21M	$370M	17	100%
Saltbox Financial LLC	High $2M	$90M	46	57%
Elyxium Wealth LLC	Very High $16M	$820M	51	100%
Downtown Wealth Studios, LLC	Very High $12M	$550M	45	80%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
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%
Fiduciary Wealth Partners, LLC	Very High $12M	$1.3B	109	100%
Revere Wealth Management LLC	Low $780K	$78M	101	4%
Best Life Infinity, LLC	Very Low $440K	$48M	110	8%
LRI Investments	Very High $4M	$1.9B	477	45%
Hampshire Family Office	Very High $13M	$820M	62	100%
Milestone Financial Planning, LLC	Very High $2.3M	$590M	257	70%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Illumination Wealth Management	High $2.3M	$460M	203	67%
Amuni Financial, Inc.	Low $680K	$190M	283	21%
Colman Knight Advisory Group, LLC	High $1.5M	$180M	122	42%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
Little House Capital, LLC	Very High $2.6M	$530M	200	72%
Sunpointe Investments	Very High $2.5M	$770M	309	55%
Cabin Advisors, LLC	Very Low $490K	$180M	368	30%
LotusGroup Advisors	High $1.5M	$280M	186	38%
BlueDoor Private Wealth, LLC	Very High $2.5M	$330M	135	50%
Mclean Asset Management Corp.	High $1.9M	$920M	486	53%
Anchor Capital Advisors LLC	Very High $2.4M	$1.1B	474	63%
Cogentblue	Very High $4.2M	$470M	112	39%
Northstar Financial Planning, LLC	High $1.6M	$270M	172	53%
Innovative Asset Advisors Group	Low $800K	$300M	373	17%
Bay Capital Advisors, LLC	Typical $1.1M	$220M	194	41%
LifeInvest Wealth Management, LTD	Typical $1.2M	$300M	260	20%
Aurelius Family Office, LLC	High $1.8M	$300M	165	51%
Innovative Advisory Group	Very Low $640K	$190M	298	9%
Legacy Edge Advisors	Very High $2.3M	$1.2B	530	83%
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%
Cornerstone Financial Planning, LLC	High $1.6M	$400M	247	68%
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%
ICON Wealth Partners	Very High $4M	$2.5B	617	55%
Econologics Financial Advisors	Very Low $570K	$170M	291	54%
Mascoma Wealth Management	Typical $1.1M	$460M	422	29%
BCAS	Typical $1.1M	$300M	269	47%
Wilkins Investment Counsel, Inc	Very High $5.2M	$1B	196	90%
Veris Wealth Partners, LLC	Very High $7.3M	$2.3B	316	76%
Paradigm Wealth Advisory LLC	Low $710K	$200M	280	23%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
TRG Investment Advisors, LLC	Very Low $640K	$150M	241	33%
Bts Asset Management, Inc.	Very Low $180K	$82M	443	0%
Clean Yield Asset Management	High $2.2M	$550M	246	63%
The Foundry Financial Group, Inc.	Typical $940K	$280M	294	49%
EWA, LLC	High $1.9M	$750M	397	51%
CMH Wealth Management, LLC	Very High $2.5M	$780M	309	62%
Riverview Capital Advisers LLC	Very High $2.8M	$620M	221	53%
North Point Portfolio Managers Corporation	Very High $2.8M	$740M	266	59%
Whitegate Investment Counselors, Inc.	Very High $4M	$540M	136	56%
Robinson Smith Wealth Advisors, LLC	High $1.9M	$440M	228	62%
Empirical Asset Management, LLC	Typical $1.1M	$500M	457	58%
The Retirement Solution LLC	Low $850K	$700M	823	39%
Point Windward Advisors, Inc.	Typical $1.3M	$360M	278	17%
Total Clarity Wealth Management, Inc	Low $730K	$750M	1,032	25%
Elevated Capital Advisors, LLC	Very Low $490K	$500M	1,006	13%
Fountainhead Financial, LLC	Very High $5.6M	$540M	96	85%
Trevián Wealth Management, LLC	Very High $5.3M	$510M	96	84%
Sound Financial, LLC	Low $850K	$210M	248	27%
Carlson Investments	High $1.5M	$540M	350	31%
Renaissance Investment Group, LLC	Very High $2.6M	$650M	254	52%
Curbstone Financial Management Corp.	Typical $1.3M	$340M	256	50%
Mainsail Financial Group	Typical $940K	$400M	424	31%
Sachetta, LLC	High $1.7M	$1B	595	44%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
The H Group, Inc.	Low $710K	$520M	735	20%
Green Ridge Wealth Planning LLC	Typical $1.3M	$370M	283	36%
Beck Bode LLC	Low $680K	$650M	968	18%
Oak Grove Capital, LLC	Very High $7.2M	$820M	114	75%
Kinetic Investment Management, Inc.	Very Low $310K	$450M	1,453	5%
Lucas Group Financial Advisors, LLC	Low $780K	$330M	416	18%
Arcadia Wealth Management, LLC	Low $670K	$440M	655	14%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
Investmark Advisory Group LLC	Typical $1.4M	$820M	598	38%
Prentiss Smith & Company, Inc.	High $1.4M	$410M	300	3%
Marble Trail Advisors	High $1.6M	$580M	368	51%
Southern Capital Services Inc	Very Low $480K	$180M	373	11%
Measured Wealth Private Client Group, LLC	Low $790K	$500M	633	21%
Summit Wealth Group LLC	High $1.7M	$740M	445	50%
Schaefer Financial Management, Inc.	Very High $2.5M	$1.1B	446	52%
Buttonwood Financial Advisors, Inc.	High $1.5M	$480M	321	47%
Insight Folios	Very Low $270K	$330M	1,228	6%
Blueprint Financial Advisors	Very Low $500K	$930M	1,883	2%
RCM Wealth Advisors	Very Low $260K	$210M	797	19%
Flagship Wealth Advisors, LLC.	High $1.6M	$740M	478	45%
Bellwether Wealth	High $1.4M	$690M	482	28%
Round Rock Advisors LLC	Typical $1.2M	$730M	622	32%
Decker Retirement Planning Inc.	Very Low $470K	$360M	767	7%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Penobscot Financial Advisors	Typical $970K	$540M	562	34%
Pension & Wealth Management Advisors	Low $920K	$460M	493	21%
Gratus Wealth Advisors LLC	High $1.8M	$770M	431	46%
The Kelly Group	Typical $960K	$1B	1,087	23%
Wood Wealth Group, LLC	Very Low $150K	$56M	373	4%
Uptick Partners, LLC	Typical $930K	$1.1B	1,135	33%
Roberts, Glore & Co.	High $1.9M	$730M	383	49%
The Harbor Group, Inc.	Very High $2.8M	$2B	700	65%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
Apollon Financial, LLC	Typical $1.2M	$1.4B	1,256	34%
The Patriot Financial Group, LLC	Very Low $600K	$1.4B	2,361	16%
Horizon Financial	Low $700K	$510M	734	16%
Old Port Advisors	Low $830K	$680M	816	26%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
Eldridge Investment Advisors Inc.	Typical $930K	$610M	659	50%
Hartline Investment Corporation	Very High $2.9M	$710M	248	36%
Washington Avenue Advisors	Very Low $460K	$300M	662	13%
Addison Capital	High $2.2M	$540M	249	55%
Wellesley Asset Management, Inc.	Low $710K	$880M	1,246	23%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
Granite Bay Wealth Management, LLC	Low $910K	$560M	610	27%
Stewardship Advisory Group, LLC	Very Low $580K	$310M	530	25%
David Wendell Associates, Inc.	Very High $2.4M	$1.1B	442	47%
Shepherd Financial Partners, LLC	High $1.7M	$1.2B	730	47%
Bay Colony Advisors	Very Low $530K	$1.4B	2,650	33%
Tradition Wealth Management LLC	Typical $960K	$2B	2,107	27%
West Branch Capital LLC	High $1.8M	$680M	372	46%
Kingdom Financial Group, LLC	Very Low $290K	$510M	1,785	4%
WT Wealth Management, LLC	Very Low $360K	$410M	1,133	9%
Brophy Wealth Management, LLC	Typical $1.4M	$530M	391	38%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
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%
One Day In July LLC	Typical $980K	$1.3B	1,351	28%
Wealthquest Corporation	High $1.4M	$2.2B	1,583	36%
Flaharty Asset Management, LLC	Low $790K	$870M	1,104	50%
Bridgeport Financial Solutions	Typical $1M	$910M	895	27%
Marquette Wealth Management	Very High $3.5M	$790M	224	51%
Navellier & Associates Inc	Low $870K	$1.1B	1,242	97%
Ttp Investments, Inc.	High $1.5M	$570M	381	41%
Resource Financial Group, Ltd.	Very High $2.4M	$620M	265	100%
Richards Merrill Wealth Management	Very Low $430K	$550M	1,270	14%
Barrett & Company	Low $840K	$480M	576	24%
Flynn Zito Capital Management, LLC	Low $710K	$730M	1,039	44%
Affinity Investment Group, LLC	Typical $1.2M	$560M	461	52%
Byrne Financial Freedom, LLC	Very Low $560K	$530M	956	40%
Nvest Financial, LLC	Low $840K	$670M	799	24%
Rogan & Associates	Very Low $480K	$710M	1,481	20%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Scarborough Capital Management	Very Low $620K	$1.6B	2,664	27%
Essential Planning, LLC	Low $920K	$520M	573	28%
Whitaker-Myers Wealth Managers, Ltd.	Very Low $230K	$790M	3,422	5%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Kelly Financial Services LLC	Very Low $450K	$620M	1,401	15%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Independence Financial Advisors, LLC	Very Low $150K	$410M	2,734	1%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Medallion Wealth Advisors, LLC	Very Low $200K	$500M	2,467	2%

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