HNW client percentage for Supported firms serving clients in Maine

Supported firms active in Maine 59 firms

Very Low 0%-8%

Low 8%-17%

Typical 17%-32%

High 32%-49%

Very High 49%-92%

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

Median: 26%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Straight Forward Wealth Management, LLC	Very Low 1%	2	339	$130K
Gilbert Capital Group	Typical 24%	33	139	$1.1M
Secure Planning, LLC	Very Low 4%	19	529	$350K
Capital Design Private Wealth LLC	Typical 17%	45	264	$360K
RM Financial Services, LLC	Typical 31%	119	390	$600K
Bennington Financial Planning Group	High 32%	120	376	$700K
Tonge Investments	Very Low 0%	—	236	$200K
Trombley Wealth Management	Low 8%	17	222	$370K
Eagle Financial Strategies	Low 15%	45	294	$470K
Cornerstone Wealth Planning	Low 16%	31	195	$540K
J. Murphy Asset And Tax Management	Very Low 0%	—	95	$290K
Blue Point Financial, Inc.	High 36%	68	187	$780K
Burnham & Company LLC	Typical 26%	44	171	$630K
New England Schooner, Inc.	Low 11%	35	320	$520K
Three Bearings Fiduciary Advisors, Inc.	High 47%	73	157	$1.3M
Top Private Wealth	Typical 25%	37	150	$710K
Salem Advisory Group LLC	Low 9%	27	288	$250K
Odiorne Point Asset Management, LLC	Very Low 0%	—	202	$330K
Flying Point Financial, Inc.	High 41%	79	191	$1.1M
Coston and McIsaac Investment Advisers, LLC	Very Low 0%	—	180	—
Estate Planners of New England, LLC	Low 15%	18	119	$440K
Clark & Stuart Inc	Very High 100%	178	178	$1.1M
Fairscale Capital, LLC	Typical 31%	55	177	$1.2M
Maine Advisory Associates	Typical 19%	33	176	$660K
Outfitter Financial	High 40%	23	58	$2.3M
Woodside Wealth Management	Very High 80%	88	110	$2.4M
Silver Accounting Service Inc. DBA Silver Financial Service	Low 13%	7	54	$260K
Conscious Capital	Low 11%	17	152	$450K
Cox Capital Management LLC	High 46%	93	201	$1.7M
Alternative Capitalis, LLC	High 34%	33	97	$1.1M
Oldfield Wealth Partners	High 32%	30	93	$1.2M
Seascape Capital Management, LLC	Very High 88%	149	169	$2.7M
Steele Street Capital LLC	High 39%	31	79	$1.1M
Integrated Wealth Management, LLC	High 38%	15	39	$1.6M
Pine Capital	Very High 49%	38	77	$1M
Financial Freedom	Very High 84%	96	114	$3.9M
MHP Asset Management	Typical 18%	14	76	$670K
Bulwark Capital Corporation	Very High 67%	47	70	$2.1M
Cultivating Wealth	High 37%	64	175	$1.2M
Bennett Selby Investments, L.P.	Very High 92%	88	96	$3.5M
Portland Investment Advisors, LLC.	Typical 27%	17	64	$340K
Aventura Capital Management, LLC	Low 10%	13	126	$380K
Capital Wealth Planning Services	High 40%	25	62	$810K
August Wealth Group, Inc.	Very Low 5%	3	60	$790K
Catalyst Investment Management LLC	Very High 58%	35	60	$2.2M
Gilbert Investment Management	Low 11%	6	54	$240K
Cornerstone Investment Services	Typical 23%	18	78	$790K
Abbington Investment Group, LLC	Very High 100%	50	50	$4M
Cubic Advisors, LLC	High 43%	21	49	$950K
Maiden Cove Capital	Very High 100%	46	46	$2.7M
Wright Cove Capital	Very High 73%	30	41	$2.9M
Wakely Investment Management	High 32%	18	57	$1.5M
Upleft Asset Management	High 34%	18	53	$1M
North Haven Financial LLC	Very High 67%	22	33	$1.1M
Stillwater Investing	Very Low 4%	2	45	$40K
Kelly & Associates, LLC	Typical 19%	5	26	$310K
Patriot Mullare Associates, Inc	Very Low 0%	—	25	$640K
AMWH Asset Management LLC	Very Low 0%	—	10	$920K
New England Financial Services	Very Low 0%	—	7	$260K
Sonder Partners	Very High 80%	4	5	$1.3M
Capital Resource Advisors LLC.	—	—	—	—
Ten Seven Capital	—	—	—	—

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