AUM per client for Team firms serving clients in New York

Team firms active in New York 511 firms

Very Low $180K-$410K

Low $410K-$740K

Typical $740K-$1.3M

High $1.3M-$2.3M

Very High $2.3M-$5.2M

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

Median: $930K

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Firm	AUM/client	AUM	Clients	HNW client %
Atwood Financial Planning LLC	Very Low $17K	$16M	939	36%
Blackston Financial Advisory Group, LLC	Very Low $350K	$330M	940	7%
Howe and Rusling, Inc.	High $2.1M	$2.3B	1,081	56%
Rockbridge Investment Management, LLC	Typical $890K	$1.4B	1,518	21%
Opus Capital Management	High $2.2M	$910M	415	62%
Robertson Investment Management	Low $430K	$490M	1,138	67%
J.W. Burns & Company, Inc.	High $1.5M	$880M	572	47%
Drucker Wealth	Typical $1.1M	$770M	721	46%
Intrepid Financial Planning Group, LLC	Very Low $270K	$390M	1,444	15%
Deltec Asset Management LLC	Very High $2.8M	$410M	148	83%
Flynn Zito Capital Management, LLC	Low $710K	$730M	1,039	44%
Matrix Asset Advisors Inc	High $1.6M	$940M	607	63%
Independent Solutions Wealth Management, LLC	Very Low $350K	$1.5B	4,265	6%
LVZ, Inc.	Low $450K	$1.1B	2,438	5%
Griffin Asset Management, LLC	Typical $1.1M	$680M	612	100%
TLWM Financial	Low $470K	$580M	1,249	25%
Able Wealth Management LLC	Low $520K	$490M	937	21%
Sandhill Investment Management	Typical $1M	$2.1B	2,044	18%
Vision Retirement	Low $560K	$620M	1,106	41%
Zoe Financial, Inc.	Very Low $180K	$280M	1,608	2%
Greenbush Financial Group, LLC	Low $560K	$360M	648	31%
Rogan & Associates	Low $480K	$710M	1,481	20%
Spirepoint Private Client, LLC	Typical $920K	$1.2B	1,321	70%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Retirable	Very Low $140K	$300M	2,210	12%
Sterling Investment Counsel, LLC	Typical $1.1M	$980M	853	36%
Prentice Wealth Management LLC	Low $540K	$550M	1,024	5%
IAM Advisory LLC	Low $430K	$690M	1,583	14%
Howard Capital Management Group, LLC	Very High $3.8M	$2B	528	63%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
HFR Wealth Management, LLC	High $1.4M	$510M	361	44%
Grandfield & Dodd, LLC	Very High $2.9M	$2.2B	742	25%
Orange Investment Advisors, Inc.	Typical $970K	$1.3B	1,307	28%
Lipe & Dalton Investment Counsel	High $2M	$740M	376	100%
NorthCape Wealth Management	Typical $1.2M	$670M	570	29%
Reagan Companies Asset Management, Inc	Typical $1.2M	$900M	764	37%
Strategic Wealth Partners, Ltd.	Low $420K	$1.5B	3,646	28%
Focused Wealth Management, Inc.	Low $580K	$1.3B	2,163	14%
Paul Winkler, Inc.	Low $520K	$1.2B	2,419	15%
Materetsky Financial Group	Typical $870K	$710M	818	40%
Rockline Wealth Management LLC	Typical $740K	$640M	861	39%
Wealth Quarterback LLC	Very Low $350K	$390M	1,111	18%
WestEnd Advisors, LLC	Low $430K	$1.7B	4,050	6%
Traynor Capital Management	High $1.5M	$2.4B	1,590	26%
Invictus Private Wealth, LLC	Very High $3.7M	$1.7B	461	59%
StraightLine	Low $490K	$1.2B	2,358	11%
Tamar Securities, LLC	Very Low $340K	$1.4B	4,198	5%
M Financial Asset Management, Inc.	Typical $1.2M	$1.2B	995	4%
Levin Capital Strategies, L.P.	Very High $5.1M	$1.3B	250	53%
Copley Financial Group, Inc.	Very Low $120K	$330M	2,690	0%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
SYCAMORE FINANCIAL GROUP	Low $680K	$770M	1,136	16%
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low $33K	$78M	2,334	0%
Charles Pratt & Company, L.L.C.	High $2.2M	$670M	308	5%
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%
Giverny Capital Asset Management	High $1.7M	$580M	337	66%
Ciccarelli Advisory Services Inc	Low $450K	$1.6B	3,553	15%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Ridgecrest Wealth Partners, LLC	Typical $950K	$700M	739	78%
The Portfolio Strategy Group, LLC	Very High $5.1M	$2B	405	89%
Weber Asset Management, Inc.	High $1.6M	$650M	405	42%
Kershner, Grosso & Co.	High $1.4M	$760M	525	19%
Hollow Brook Wealth Management LLC	Very High $2.3M	$1.3B	549	84%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%
Public Advisors LLC	Very Low $4.2K	$19M	4,521	22%
Sgroi Wealth Advisory Group LLC	Very Low $180K	$1.4B	7,647	2%
Estabrook Capital Management LLC	Typical $1.1M	$750M	697	21%
Valicenti Advisory Services Inc	Typical $790K	$700M	880	59%
Fagan Associates Inc	Low $510K	$910M	1,763	14%
Seeds	Typical $1.1M	$1B	937	0%

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