HNW client percentage for Independent firms serving clients in Maine

Independent firms active in Maine 61 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-31%

High 31%-69%

Very High 69%-100%

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

Median: 23%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Applied Capital Management, LLC	Low 0%	—	500	—
Atlantic Coast Financial	Low 13%	31	248	$240K
deMauriac LLC	Low 4%	8	212	$170K
Gibson Financial Solutions, Inc.	Typical 16%	24	153	$870K
On Track Financial LLC	Low 0%	—	145	$540K
Golden Financial Services	Low 0%	—	126	$510K
Saco River Financial Planning	Low 9%	11	122	$220K
Tapparo Capital Management	Typical 28%	32	113	$820K
Schultz Retirement Income Solutions, Inc.	Low 8%	9	110	$250K
James Heavey Wealth Advisors, LLC	Low 0%	—	105	$160K
F3 Capital	Low 0%	—	103	$350K
August Wealth Management	Low 0%	—	85	$360K
Azimuth Capital Management, LLC	Low 13%	11	82	$430K
Middle Street Capital, LLC	High 52%	41	79	$1.7M
Logbook Financial Planning, LLC	Very High 81%	57	70	$1.2M
Bogue Asset Management LLC	High 44%	30	68	$1.4M
Daniels D'Amelio Investment Management Group, LLC	High 49%	33	67	$760K
Seaport Financial Planning, LLC	Very High 69%	45	65	$850K
TAK Advisory	High 31%	19	62	$1.1M
Maine Center for Wealth Management, LLC	Typical 15%	9	61	$420K
Rockworth Investment Services LLC	Low 3%	2	61	$130K
Freedom Wealth Advisors, LLC	High 42%	25	60	$200K
Kronos Wealth Management	Low 10%	6	60	$450K
Birch Point Wealth Management LLC	High 40%	23	58	$710K
Dirigo Financial LLC	High 31%	15	49	$840K
Intent Advice, Inc.	Low 0%	—	45	$0
Letteney Financial Advisory, LLC	Low 0%	—	45	$51K
Warren Financial, LLC	Typical 16%	7	44	$560K
O'Brien Asset Management	Typical 26%	11	42	$820K
Stewardship Financial Plainning, LLC	Typical 24%	10	42	$1.3M
Deem Asset Management	High 34%	14	41	$280K
Prometheus Investment Advisors LLC	Typical 23%	9	40	$540K
Drach Advisors LLC	Typical 28%	11	39	$520K
Black Brook Financial Planning	Typical 21%	8	38	$860K
Pathways Financial Planning	Low 11%	4	38	$0
BradyCo Financial	High 65%	24	37	$4.8M
Nichols Investment Management	High 39%	14	36	$1.6M
Queenvest	Low 0%	—	34	$310K
Portland Financial Planning Group	Very High 78%	25	32	$2.4M
Strategic Financial Alliance, LLC	Low 0%	—	32	$1.2M
Ashbay Capital, LLC	Very High 87%	26	30	$4.3M
The Gold Company	Low 0%	—	28	$610K
Harbor Investment Advisors	Low 0%	—	10	$1.1M
Maine Securities Corporation	Typical 17%	4	24	$1M
Silver Maple Financial, LLC	Typical 22%	5	23	$840K
Able Money LLC	Very High 86%	18	21	$1.9M
Zen Financial Planning, LLC	Low 10%	2	21	$620K
Engels Investment Advisors, LLC	Very High 100%	17	17	$1.8M
OADE Financial	Very High 100%	15	15	$0
Cubic Pye Capital Management, Inc.	Very High 100%	14	14	$6M
Shoreline Capital Corporation	Very High 100%	14	14	$5.4M
Kirkwood Private, LLC	Very High 100%	13	13	$4.1M
Marshall Point Advisors LLC	High 45%	5	11	$1M
Integral Financial Planners	Low 0%	—	10	$890K
Samara Financial, Inc.	Low 0%	—	9	$86K
Flying Point Advisors	Very High 75%	6	8	$540K
Retirement Solutions	High 38%	3	8	$220K
Frost Investment Partners, LLC	High 57%	4	7	$1.2M
Black Harbor Financial	Low 0%	—	6	$240K
Deer Isle Research & Management, LLC	Very High 100%	3	3	$2M
Kingfisher Capital Management LLC	Very High 100%	3	3	$2.3M
Brooklands Partners, LLC	—	—	—	—
Doucette Financial	—	—	—	—
Educated Investors LLC	—	—	—	—
Northwater Capital	—	—	—	—
Parzych Financial Planning, LLC	—	—	—	—
Roger F. Woodman Jr. & Co.	—	—	—	—
Thibeau Financial Consulting, LLC	—	—	—	—
Wealthy with Intention	—	—	—	—

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