HNW client percentage for Independent firms serving clients in Maryland

Independent firms active in Maryland 291 firms

Very Low 0%-0%

Low 0%-5%

Typical 5%-27%

High 27%-59%

Very High 59%-100%

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

Median: 16%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Wealth Builders Financial Group LLC	Typical 6%	30	519	$87K
The W & W Group LLC	Low 3%	10	353	$83K
Plan2Retire	Typical 9%	25	271	$300K
Client Focused Financial	Typical 5%	12	262	$260K
Nautilus Financial Group, Inc.	Typical 5%	14	256	$260K
Spectrum Wealth Management, LLC	Typical 12%	26	224	$430K
Taylor Capital Management	Typical 15%	31	207	$650K
Sovereign	Typical 8%	16	205	$310K
Marathon Strategic Advisors, LLC	High 38%	75	195	$880K
Blue Water Financial Investor Coaching, LLC	Typical 8%	14	170	$380K
MACC IV Group	Typical 12%	20	170	$190K
Clark Company	Typical 25%	42	168	$790K
Financial Advisor for You, LLC	Typical 21%	35	168	$0
Pembroke Asset Advisors, LLC	Typical 15%	26	168	$300K
Element Wealth Advisors	Low 0%	—	166	$110K
Flynn Capital Management LLC	Typical 6%	10	160	$150K
Applied Financial Wisdom	Low 1%	1	151	$860K
Leslie Marie Giordano	Low 4%	6	150	$300K
Red Sky Capital Management	Typical 26%	38	147	$470K
Capital Investment Management Inc.	Typical 11%	16	143	$530K
White Oak Wealth LLC	Low 0%	—	134	—
The Retirement Optimization Group, LLC	Low 0%	—	131	—
Intero Financial Planning, LLC	Typical 10%	11	114	$390K
Lasting Legacy Wealth Management, LLC	Typical 13%	15	113	$530K
Peak Investment Advisors, Inc.	Typical 24%	27	113	$900K
Vivuto, LLC	Low 0%	—	111	$73K
Harris and Harris Wealth Management Group, LLC	Low 0%	—	109	$200K
Anchor Wealth Advisors, LLC	High 30%	31	104	$730K
Endeavor Financial Advisors, LLC	High 37%	38	104	$750K
Bull Run Investment Management LLC	Typical 24%	24	101	$520K
Elite Financial Group	High 52%	53	101	$400K
Capital Advisor Management	Low 0%	—	100	—
Troy R. Spratley Investment Advisory	Low 0%	—	100	—
A. J. Perry & Co.	High 40%	38	95	$1.1M
Wealth Management Institute Ltd.	High 35%	33	94	$350K
One Providence Capital, LLC	Low 0%	—	92	$240K
Cobalt Financial Partners LLC	Very High 84%	76	91	$990K
Flagship Wealth Management Group, LLC	Typical 19%	17	91	$500K
Persico Asset Management	High 40%	36	91	$1.1M
Picket Fence Financial, LLC	High 41%	37	91	$480K
DiMatteo Financial Group	Low 0%	—	90	$140K
Tam Financial Advisors, LLC	High 42%	37	89	$1.9M
DeFrehn Consulting	Typical 17%	15	88	$310K
Celestial Wealth Management	High 44%	38	87	$880K
Alpha Omega Financial	High 53%	46	86	$2.2M
Back Bay Financial Planning & Investments	High 44%	38	86	$1.2M
Aerie Capital Management	Typical 19%	16	85	$280K
Worthy Financial Services	Typical 7%	6	84	$330K
U.S. Advisors, Inc.	High 33%	27	81	$860K
Cabildo Capital LLC	Very High 74%	59	80	$830K
Roda Investment Management, LLC	High 38%	30	80	$310K
The Wealth Syndicate LLC	Low 1%	1	80	$82K
MEM Investments	Typical 14%	11	78	$1.2M
Dependent Financial Planning	Typical 22%	17	77	$540K
Apprise Wealth Management LLC	Very High 66%	50	76	$1.4M
Snyder Asset Management, LLC	High 58%	44	76	$1.3M
Compass Retirement, LLC	High 41%	30	74	$1.4M
Bush River Trust, LLC	Typical 5%	4	73	$320K
Charles Street Asset Management, Inc.	High 29%	21	73	$520K
Contrary Investment Advisors	High 47%	34	72	$1.3M
RS Wealth Management, Inc.	Low 0%	—	72	$660K
Choice Wealth Management, LLC	Low 0%	—	71	$180K
Logbook Financial Planning, LLC	Very High 81%	57	70	$1.2M
Wellington Capital Management, Inc	Very High 63%	44	70	$1.7M
369 Financial LLC	Low 0%	—	69	$190K
DeafInvest	Low 0%	—	68	$200K
Casi Investments	Low 0%	—	67	$1.8K
Laser Wealth Management, LLC	Low 0%	—	67	—
Delaware Financial Planning, LLC	Very High 82%	54	66	—
Meridian Financial Group	Low 0%	—	65	$680K
Patuxent Financial Partners, LLC	Low 0%	—	64	—
Rowley Financial LLC	High 30%	18	61	$880K
Schiff Wealth Advisors, LLC	Typical 8%	5	61	$660K
Nautical Financial Planning	Low 0%	—	60	—
St. Michaels Asset Management	Low 0%	—	60	$63K
Wesling Financial Planning Services Corp.	Low 0%	—	60	$950K
Trasatti Wealth Planning, LLC	High 39%	23	59	$1M
Society Investment Management	Very High 60%	35	58	$390K
Cwm Financial Group, Inc.	Very High 63%	36	57	$1.7M
Personal Financial Partners	Typical 9%	5	57	$370K
Railroad Street Wealth Management, LLC	Typical 16%	9	57	$390K
Arlington Wealth Planning, LLC	Typical 18%	10	56	$250K
Baltimore Avenue Investments, LLC	Typical 7%	4	56	$380K
Equatorial Advisors, LLC	Typical 21%	12	56	$180K
McClelland Wesley Wealth Management	Typical 7%	4	56	$260K
D&S Wealth Management Group	High 27%	15	55	$910K
Planning for Progress	Typical 22%	12	55	$480K
Treger & Associates	High 33%	18	55	$1.6M
Champion Financial Planning Group, LLC	High 41%	22	54	$1.5M
Katz-Moses Financial LLC	Typical 17%	9	53	$480K
Lander & Associates Inc	Very High 72%	38	53	$3.6M
Meringoff Wealth Management Group, LLC	Very High 68%	36	53	$1.7M
RCN Wealth Advisors, Inc.	Very High 72%	38	53	$1.1M
Halo Capital Management, LLC	Very High 75%	39	52	$890K
Equip, LLC	Low 0%	—	50	$0
JK PWA LLC	Typical 18%	9	50	$260K
ACI Group	Low 0%	—	49	—
Beyond Financial Planning, LLC	High 38%	18	48	$1M
Sentinel Financial Planning, LLC	Low 0%	—	48	$150K
Allen Investment Management	Typical 17%	8	47	$670K
Aulestia Wealth Management, Inc.	Very High 59%	27	46	$2M
Brandt Wealth Advisors, LLC	Low 0%	—	46	$610K
Cromwell Investment Advisory, LLC	Low 0%	—	46	$76K
Money Plans	Very High 76%	35	46	$2.3M
Osprey Capital Management, LLC	Very High 100%	46	46	$650K
Massie Financial Planning Inc.	Very High 76%	34	45	$1.5M
BRC Financial Planning	Low 0%	—	44	$95K
Watson Capital Management, Inc.	Very High 80%	35	44	$1.9M
Forty4 Financial	High 33%	14	43	$760K
Hepner Financial Services, LLC	High 30%	13	43	$900K
Provision Financial Planning	Typical 23%	10	43	$660K
2nd Story Wealth Planners	Typical 14%	6	42	$130K
ARTAIS Capital Management, LLC	Very High 100%	42	42	$350K
Fountainhead Fiduciary, LLC	High 52%	22	42	$290K
Cecil Wealth	High 37%	15	41	$750K
OnPlane Financial Advisors	Very High 90%	35	39	$1.5M
Towson Financial Advisors, LLC	Typical 16%	6	38	$580K
MFC Portfolios, Inc	Very High 73%	27	37	$1.7M
Rathnam Capital, LLC	High 49%	18	37	$2.2M
YGC Wealth	Low 0%	—	37	$410K
MG Financial Services	Low 0%	—	36	$180K
Atlantic Advisors, Inc.	Low 0%	—	35	$170K
Base Management Co	Very High 77%	27	35	$2.6M
Riverview Asset Management, Inc.	Very High 100%	35	35	$760K
Robert A. Sandler, LLC	High 57%	20	35	$2.2M
Serene Financial Solutions	Low 0%	—	35	$220K
JRM Capital Management Inc.	Typical 6%	2	34	$74K
Tuma Financial, LLC	Very High 79%	27	34	$1.5M
DocShah Financial, LLC	Typical 6%	2	33	$130K
Graham Wealth Management LLC	Low 3%	1	33	$110K
Parker Financial, LLC	High 33%	11	33	$550K
Echo Creek Capital, LLC	Typical 6%	2	32	$690K
IPLAN	High 44%	14	32	$960K
Smarter and Wise	Typical 25%	8	32	$1.1M
About Time Financial Planning	Typical 23%	7	31	$660K
Blue Point Investment Management	Very High 77%	24	31	$2.3M
Bryant Financial Advisory, Inc.	Very High 81%	25	31	$2.7M
Good News Financial & Investment Advisors, LLC	Low 0%	—	31	$130K
Honeygo Financial	Low 3%	1	31	$200K
Primas Financial Planning	Low 3%	1	31	$0
Genesis Capital Management, LLC	Low 3%	1	30	$50K
Impact Financial Life Planning LLC	Low 0%	—	30	$250K
Canny Capital Management, LLC	High 28%	8	29	$160K
Capital Portfolio Management, Inc.	Typical 14%	4	29	$480K
Wealthought LLC	High 28%	8	29	$780K
Inaltis Capital Management, LLC	Typical 18%	5	28	$530K
Reliable Alliance Financial	Very High 64%	18	28	—
Amauta Financial	Typical 19%	5	27	$560K
Baviello Investment Management, LLC	Typical 26%	7	27	$630K
Cannon Wealth Group LLC	High 37%	10	27	$460K
Myrmidon Private Capital	Typical 15%	4	27	$330K
Plein Air Capital Advisers, LLC	High 33%	9	27	$1.1M
Potomac Investment Company	Very High 67%	18	27	$2.6M
Aleph Investments, LLC	Low 0%	—	26	$610K
Alton Point Advisors, LLC	Typical 8%	2	26	$340K
Barrack Yard Advisors, LLC	Very High 100%	26	26	$2.6M
Lionheart Financial Planning, Inc.	Low 0%	—	26	$530K
MoneyByLisa LLC	Typical 23%	6	26	—
Phoenix Financial Engineering, LLC	Typical 15%	4	26	$480K
Boss Financial Strategies, LLC	Low 0%	—	25	$180K
Cornerstone Financial Planning, Inc.	Low 0%	—	25	—
C.T. Kares Advisory Group, Inc.	Low 0%	—	25	$300K
Grayeli Investment Management	Low 0%	—	25	$710K
Harmony Wealth Advisors, LLC	High 52%	13	25	$510K
Parkview Capital LLC	Very High 64%	16	25	$1.7M
Pine Tree Financial Services, Inc.	Low 0%	—	25	—
Acara Capital Management, LLC	High 33%	8	24	$1.3M
Middleton Advisory	Very High 79%	19	24	$780K
Allegiant Financial Advisors, LLC	High 35%	8	23	$410K
ESD Advisory Services Inc	Low 0%	—	23	$1.8M
HY Financial LLC	Low 0%	—	23	$490K
J. B. Bryan Financial Group, Inc.	Low 0%	—	23	$980K
Elbrus Partners, LLC	High 27%	6	22	$510K
Steeley Advisory, LLC	High 36%	8	22	$1.1M
YZ Financial Advisors LLC	Low 0%	—	22	$430K
JG Wealth Management, LLC	Low 0%	—	21	$78K
Paramount Investments, LLC	High 57%	12	21	$1M
Samatva Wealth Management LLC	Low 0%	—	21	$39K
Acadia Financial Services, LLC	Low 0%	—	20	$320K
Catharine Fairley Planning Group LLC	Low 0%	—	20	—
Emerson James Advisors LLC	Low 0%	—	20	$510K
Homewood Capital Management East LLC	Low 0%	—	20	$160K
Islands East Advisors	Low 0%	—	20	$150K
Maxwell Family Office, LLC	Very High 60%	12	20	$1.4M
EJL Asset Management, LLC	Very High 100%	19	19	$5M
Fedway Financial LLC	Low 0%	—	19	$120K
FHL Investment Management Company, LLC	Typical 11%	2	19	$500K
Fourthpoint Advisors	Very High 95%	18	19	$3M
JBA Financial Advisors	High 37%	7	19	$1.6M
Lenz Integrity Financial	Low 0%	—	19	$230K
Nine Inning Finance	Low 0%	—	19	—
Peridot Capital Management	Low 0%	—	19	$330K
Stark Strategic Capital Management, Inc.	Typical 26%	5	19	$970K
Anderson Wealth Management, Inc.	Low 0%	—	18	$220K
Green View Advisors LLC	High 39%	7	18	$1.4M
Mabery Consulting, LLC	Low 0%	—	18	$63K
Sanity Capital Management LLC	High 50%	9	18	$1.1M
Worch Capital LLC	Very High 100%	18	18	$2M
Calabash Asset Management, LLC	Low 0%	—	16	$4.3K
Houstoun Capital Management, Inc.	High 50%	8	16	$5.3M
Index Portfolio Tools Advisors	High 38%	6	16	$590K
MSM Financial, LLC	High 44%	7	16	$900K
Patuxent Financial Planning, LLC	Very High 88%	14	16	$2.2M
Compound Advisory	Very High 100%	15	15	$1.4M
HDS Capital Management, Inc.	Very High 73%	11	15	$5.6M
Beckett Clark Private Wealth, LLC	High 36%	5	14	$1.8M
B.Side Investments LLC	Very High 100%	14	14	$520K
Foresight Financial Services, LLC	Low 0%	—	14	$790K
Total Return Capital	Low 0%	—	14	$690K
DeVryll Wealth Management	High 31%	4	13	$160K
Dyer Financial Advisory	Very High 69%	9	13	$1.9M
Mfac Financial Advisors, Inc.	Very High 100%	13	13	$5.7M
Steve Bass & Associates, Inc.	Low 0%	—	13	$420K
The NLW Capital Group LLC	Low 0%	—	13	$1.1M
AAA Advisory LLC	Low 0%	—	12	—
Beyond Profit and Wealth Consulting	Low 0%	—	12	$83K
Deak Reynolds Company	Very High 100%	12	12	$2.2M
Enroute Wealth Management, LLC	High 33%	4	12	$1.1M
Goldsborough Capital Management, LLC	High 42%	5	12	$850K
Heronwood Capital LLC	Very High 67%	8	12	$1.2M
HR Investment Consultants, Inc.	Low 0%	—	12	—
Investream	Low 0%	—	12	$33K
Lockstep Financial LLC	Low 0%	—	12	$100K
NOORVEST LLC	Typical 17%	2	12	$300K
Priority Financial Advisors, LLC	Low 0%	—	12	$590K
R.G. Associates, Inc.	Low 0%	—	12	$710K
RLMS Business Consultants	Low 0%	—	12	$790K
Cadence Planning, LLC	High 45%	5	11	$1.1M
Financial Strategies, Inc	High 27%	3	11	$1.8M
Hansa Investments LLC	High 45%	5	11	$2.2M
Investably LLC	Low 0%	—	11	$230K
TIAS Planners	Very High 100%	11	11	$920K
Wise Financial Counsel, LLC	Low 0%	—	11	$0
Chauche & Associates LLC	Low 0%	—	10	—
CTG Wealth Management LLC	Typical 20%	2	10	$750K
Daley Capital, Inc	Low 0%	—	10	$410K
Free State Financial Planning, LLC	Low 0%	—	10	$0
KRH Investments, LLC	Low 0%	—	10	$130K
Lenet Financial Resources, LLC	Low 0%	—	10	—
McQuade, Kathleen Mary	Low 0%	—	10	$0
Tilton-Steele International	Low 0%	—	10	—
Upraise Wealth Advisory, LLC	High 30%	3	10	$630K
Welsh Financial & Accounting Services,LLC	Low 0%	—	10	—
Adaptive Wealth, LLC	Low 0%	—	9	$370K
Clairwell Financial Planning LLC	High 33%	3	9	$780K
Financial Positioning System, Inc	Low 0%	—	9	$270K
Legacy Investing & Wealth Management LLC	Low 0%	—	9	$110K
Miller Capital Management, Inc.	Very High 100%	9	9	$6.8M
Safe Harbor Investment Advisors, LLC	High 33%	3	9	$1.3M
Skill Capital Management	Very High 100%	9	9	$3.8M
Wealthwyzr, LLC	Low 0%	—	9	—
Angevine Financial Group, LLC	Low 0%	—	8	—
Arch Financial Advisors LLC	Low 0%	—	8	—
Baczkowski & Company	Low 0%	—	8	$190K
Belleros Capital Management, LLC	Low 0%	—	8	$540K
Discovery Wealth Planning LLC	Very High 100%	8	8	$4.3M
LaRocque Financial Group, LLC	Low 0%	—	8	$0
Potomac Investment Management, Inc.	Low 0%	—	8	$1.4M
Ball Wealth Management LLC	High 43%	3	7	$990K
Cook Wealth Management, LLC	Low 0%	—	7	—
East Bay Equities LLC	Very High 71%	5	7	$150K
Rookwood Wealth	Very High 100%	6	6	$1.4M
Ventus Wealth Management	Low 0%	—	6	$800K
Beofor Capital LLC	Very High 100%	5	5	$1.6M
Gramel Capital Management LLC	Low 0%	—	5	$73K
Hoffman Financial Consultants	Low 0%	—	5	—
JWC Capital Management, LLC	Very High 100%	5	5	$1.8M
Nelson Financial Planning Services, LLC	Low 0%	—	5	—
OPR Investment Services, LLC	Low 0%	—	5	—
Ruda Financial	Low 0%	—	5	$3.8M
Arete Asset Management, LLC	Low 0%	—	4	$940K
Binnacle Financial Group LLC	Typical 25%	1	4	$4.1M
Katalgar Capital Management, LLC	Very High 100%	4	4	$12M
True North Advisory, LLC	Low 0%	—	4	$58K
Vesta Investment Advisors, LLC	Low 0%	—	4	$260K
Worch Financial Group, LLC	Low 0%	—	4	—
G.S. Woods Wealth Management	Low 0%	—	3	$0
WD Financial Solutions	Low 0%	—	3	$64K
Applied Derivative Research or "ADR"	Very High 100%	2	2	$50K
Piedmont Financial Consulting	Low 0%	—	2	$6.4K
Raymond L. Gazelle Jr.	Very High 100%	2	2	—
Simplexity Investment Management, LLC	Very High 100%	2	2	$1.6M
Woodmont Financial Partners LLC	Low 0%	—	2	—
E. Roger Financial Group	Low 0%	—	1	$230K
Hive Wealth Management LLC	Very High 100%	1	1	$280K
Noon Investment Management LLC	Very High 100%	1	1	$1.2M
Noordzee Capital LLC	Very High 100%	1	1	—
Riskhedge Analytics, LLC	Very High 100%	1	1	$95K
Robinson Capital Group	Low 0%	—	1	$1.1M
Shore Financial Advisors, LLC	Very High 100%	1	1	$2.9M
Terrafort Capital LLC	Low 0%	—	1	$1.1K
Addax Bridge Financial	—	—	—	—
Adenry Wealth LLC	—	—	—	—
A.G. Advisory Firm, LLC	—	—	—	—
Atlantic Financial Planning LLC	—	—	—	—
Atlas Sustainable Wealth, LLC	—	—	—	—
Avadim: Financial, Limited Liability Company	—	—	—	—
Avesta Venture Advisors	—	—	—	—
CHC Financial Solutions, LLC	—	—	—	—
Decisions, LLC	—	—	—	—
DocEmpowered, LLC	—	—	—	—
D/W Financial Consultants LLC	—	—	—	—
Dyer Private Wealth Management	—	—	—	—
EM Leaders, LLC	—	—	—	—
Fifth Pointe	—	—	—	—
Financial First Advisors, Inc.	—	—	—	—
Flexible Finances	—	—	—	—
Foxgrover Investment Partners	—	—	—	—
Friends Wealth Management	—	—	—	—
Grey Kirwan Financial	—	—	—	—
Groff Wealth Management	—	—	—	—
Houseman Financial LLC	—	—	—	—
Investment & Resource Planning	—	—	—	—
Izuchi LLC	—	—	—	—
Kyo Asset Management, LLC	—	—	—	—
Leader Investments LLC	—	—	—	—
Lee Financial Group, Inc.	—	—	—	—
Monarch Financial, LLC	—	—	—	—
O'H Capital LLC	—	—	—	—
Pebble Capital Management	—	—	—	—
People First Financial Advisors	—	—	—	—
Plancorr Wealth Management, LLC	—	—	—	—
Professional Financial Services, Inc.	—	—	—	—
Regatta Financial LLC	—	—	—	—
Remnant Wealth	—	—	—	—
Seek the Plan	—	—	—	—
Serenity Wealth Advisors LLC	—	—	—	—
Stahlvest	—	—	—	—
Summit Wealth Management	—	—	—	—
The Simpson Firm LLC	—	—	—	—
Tilghman Wealth Management, LLC	—	—	—	—
WealthCare	—	—	—	—
Wright Wealth Management LLC	—	—	—	—

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