AUM per client for Team firms serving clients in Rhode Island

Team firms active in Rhode Island 61 firms

Very Low $280K-$600K

Low $600K-$1M

Typical $1M-$2M

High $2M-$2.9M

Very High $2.9M-$5M

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

Median: $1.3M

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Firm	AUM/client	AUM	Clients	HNW client %
Clarendon Private LLC	Very High $4.1M	$190M	46	85%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
Timber Creek Capital Management, LLC	Very High $14M	$640M	46	78%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
Canton Hathaway LLC	Very High $7.3M	$610M	84	80%
Seabridge Investment Advisors LLC	High $2.7M	$510M	185	66%
Single Point Partners	Very High $3.3M	$640M	195	70%
LRI Investments	Very High $4M	$1.9B	477	45%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Astoria Strategic Wealth, Inc.	High $2.7M	$480M	175	70%
Ncu Investment Solutions	Low $670K	$100M	153	20%
1 St Discount Brokerage, Inc.	Very Low $590K	$130M	216	38%
Brown, Lisle/Cummings, Inc.	High $2.1M	$480M	226	47%
Guardian Wealth Partners, LLC	Very Low $480K	$190M	402	7%
WhaleRock Point Partners, LLC	Very High $5M	$650M	131	57%
Aurelius Family Office, LLC	Typical $1.8M	$300M	165	51%
Apforia	Very Low $270K	$98M	368	15%
Keenan Financial	Very Low $270K	$200M	751	6%
MD Financial Advisors / Vestment Financial	Low $640K	$300M	478	41%
Forthright Capital	Very Low $110K	$110M	978	1%
AAF Wealth Management, LLC	High $2.1M	$560M	271	52%
MariPau Wealth Management LLC	Very Low $340K	$360M	1,064	6%
Barry Investment Advisors, LLC	High $2.1M	$830M	391	47%
Parsons Capital Management Inc	Very High $3.1M	$2.2B	695	55%
Baldwin Wealth Partners, LLC	Very High $2.9M	$2.1B	738	50%
SK Wealth Management, LLC	High $2M	$640M	319	56%
Capital Wealth Management, LLC	Typical $1.3M	$770M	603	70%
Washington Trust Advisors	High $2.6M	$2B	781	51%
Beck Bode LLC	Low $680K	$650M	968	18%
Fox Hill Wealth Management	Low $710K	$290M	405	20%
Transcend Capital Advisors, LLC	High $2.5M	$2.6B	1,073	42%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
Claro Advisors Inc.	Typical $1.1M	$1.2B	1,092	33%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
Abundo Wealth	—	—	695	0%
William Mack & Associates Inc	Typical $1.1M	$1B	952	27%
Brave Family Advisors	Typical $1.9M	$610M	327	28%
William Joseph Capital Management, Inc.	Very Low $370K	$690M	1,879	9%
Pension & Wealth Management Advisors	Low $920K	$460M	493	21%
Wood Wealth Group, LLC	Very Low $150K	$56M	373	4%
Aurora Private Wealth, INC.	Very Low $250K	$370M	1,508	5%
Dock Street Asset Management Inc.	Very High $6.1M	$1.1B	177	51%
Unison	Very High $20M	$1.9B	95	60%
Axis Wealth Partners, LLC	Very Low $480K	$380M	781	13%
Wealth Management Resources, Inc.	Low $600K	$350M	590	12%
Armstrong Advisory Group Inc.	Typical $1.1M	$1.7B	1,489	50%
ALTA Capital Management LLC	Low $850K	$1B	1,193	24%
Young Richard C & Co Ltd	High $2.2M	$1.8B	798	63%
Pearson Financial Services	—	—	500	0%
Mcguire Wealth Management	Very High $3.4M	$1B	302	58%
Newman Dignan & Sheerar, Inc.	Typical $1.3M	$680M	518	48%
Navellier & Associates Inc	Low $870K	$1.1B	1,242	97%
Compass Capital Corporation	Very Low $480K	$650M	1,367	10%
StrategicPoint Investment Advisors LLC	Typical $1.3M	$910M	706	43%
Professional Planning Group	Typical $1M	$1.3B	1,281	30%
Sowa Financial Group	Low $900K	$520M	572	27%
Barrett & Company	Low $840K	$480M	576	24%
Byrne Financial Freedom, LLC	Very Low $560K	$530M	956	40%
Whitener Capital Management, Inc	Low $660K	$520M	800	30%
Kelly Financial Services LLC	Very Low $450K	$620M	1,401	15%
Blue Fin Capital, Inc.	Typical $1.1M	$730M	668	60%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Wealthcare Investment Partners LLC	Very Low $460K	$830M	1,816	25%

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