HNW client percentage for Multi-team firms serving clients in Maryland

Multi-team firms active in Maryland 190 firms

Very Low 0%-4%

Low 4%-10%

Typical 10%-18%

High 18%-39%

Very High 39%-66%

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

Median: 15%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Pennington Partners & Co., LLC	Very High 100%	102	102	$45M
RBC Securities, Inc.	High 26%	337	1,292	$920K
XYPN Invest	High 25%	156	621	$1M
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Core Planning	Typical 14%	122	867	$610K
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Root Financial Partners	Very High 75%	643	852	$2.5M
Accelerate Retirement	Typical 10%	48	482	$540K
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Van Clemens Wealth Management, LLC	High 32%	192	599	$770K
Latitude Advisors, LLC	Low 8%	115	1,525	$320K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
Certuity, LLC	Very High 89%	413	464	$5.2M
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
Hilltop Securities inc.	High 18%	599	3,335	$680K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
United Brokerage Services inc	Low 4%	49	1,368	$250K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Prosperity - An EisnerAmper Company	Very High 41%	762	1,850	$1.7M
Lombard Advisers Incorporated	Low 8%	74	941	$540K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Cape Investment Advisory, Inc.	Typical 11%	107	1,002	$460K
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
Capitol Securities Management, Inc.	Very High 41%	1,287	3,177	$440K
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
SAX Wealth Advisors, LLC	Very High 45%	715	1,596	$2.1M
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Fortis Capital Advisors, LLC	Typical 17%	363	2,127	$710K
McAdam LLC	Typical 11%	584	5,538	$480K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Greenspring Advisors, LLC	Very High 66%	1,118	1,697	$2.6M
Nfsg Corporation	High 25%	765	3,036	$340K
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
Financial & Tax Architects, LLC	Typical 10%	149	1,565	$240K
F L Putnam Investment Management Co.	Very High 53%	1,488	2,823	$2.7M
Fiduciary Financial Advisors	High 26%	555	2,164	$610K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
On Investment Management CO	Low 9%	794	9,317	$320K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
Wedmont Private Capital	Very High 99%	491	496	$6.9M
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
SB Advisory, LLC	Low 5%	80	1,574	$260K
Simplicity wealth	Low 8%	645	8,456	$200K
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Aprio Wealth Management, LLC	Very High 45%	710	1,592	$2.4M
Alden investment Group	Low 7%	107	1,457	$240K
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Advisory Services Network	Low 9%	1,121	12,426	$830K
Main Street Financial Solutions, LLC	High 36%	706	1,981	$1.2M
Composition Wealth, LLC	Typical 11%	406	3,760	$2.3M
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
Girard Advisory Services, LLC	High 31%	721	2,350	$1M
CL Wealth Management LLC	High 29%	637	2,165	$340K
Northrock Partners, LLC	Very High 47%	2,255	4,778	$2.5M
Farther	High 24%	3,463	14,593	$970K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
HUB Investment Partners, LLC	High 18%	1,002	5,446	$1.3M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Verdence Capital Advisors, LLC	Very High 42%	755	1,798	$2.4M
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
Brookwood Investment Group	Low 6%	210	3,500	$360K
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Archer Investment Corporation	Low 4%	173	4,290	$180K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
Thurston Springer Advisors	Very High 39%	2,205	5,600	$360K
Sowell Management	Low 6%	400	6,280	$680K
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Capital Investment Advisory Services, LLC	Typical 12%	766	6,172	$370K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
LexAurum Advisors	Typical 15%	331	2,189	$570K
Invst, LLC	Typical 15%	320	2,193	$570K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
SteelPeak Wealth, LLC	High 38%	858	2,278	$1.6M
Independence Square Holdings, LLC	Very High 41%	1,080	2,621	$690K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
Moors & Cabot, Inc	High 38%	1,889	4,921	$640K
Arax Advisory Partners	High 26%	1,840	6,949	$1.4M
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
CG Advisory Services	Typical 14%	680	4,898	$580K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Merit Financial Advisors	High 22%	4,344	20,040	$900K
The Pinnacle Financial Group	Very High 40%	1,249	3,150	$410K
Vicus Capital, Inc.	High 36%	2,218	6,170	$470K
Gateway Wealth Partners, LLC	High 22%	1,605	7,312	$300K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Tsa Management Inc	Typical 15%	384	2,566	$580K
Corecap Advisors	Typical 10%	936	9,671	$410K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
Financial Security Advisory Inc	Typical 16%	444	2,810	$580K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Stephens	Typical 15%	3,088	21,168	$670K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Continuum Advisory, LLC	High 27%	902	3,344	$540K
intrua Financial	Typical 12%	410	3,347	$510K
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Strategic Financial Concepts, llc	Low 5%	190	3,698	$200K
Heritage Investors Management Corp	Very High 86%	585	682	$5.9M
CS Planning Corp	Typical 13%	541	4,190	$470K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
HBKS Wealth Advisors	High 22%	1,597	7,344	$940K
Elevation Point Wealth Partners, LLC	High 33%	1,599	4,879	$1.7M
XML Financial Group	High 29%	833	2,890	$1.1M
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
Csenge Advisory Group, LLC	Typical 12%	831	7,147	$430K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
Signal Advisors Wealth, LLC	Typical 10%	473	4,816	$350K
Novem Group	Low 7%	260	3,513	$390K
Harbor Investment Advisory, LLC	Very High 61%	2,036	3,357	$860K
AdvisorNet Wealth Partners	High 26%	923	3,499	$900K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
OneSeven	Typical 12%	1,908	15,787	$460K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
Certified Advisory Corp	Very High 40%	1,001	2,476	$1M
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
D.F. Dent and Company, Inc.	Very High 89%	903	1,011	$4.5M
Provenance Wealth advisors	High 18%	547	3,085	$960K
The Partners Wealth Management	Low 7%	430	5,925	$180K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
Facet	Typical 17%	2,228	13,331	$450K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
Marshfield Associates	High 22%	857	3,946	$1.2M
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support