HNW client percentage for Supported firms serving clients in Maryland

Supported firms active in Maryland 227 firms

Very Low 0%-7%

Low 7%-22%

Typical 22%-37%

High 37%-59%

Very High 59%-90%

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

Median: 31%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Blueprint Wealth Management Inc.	Very High 69%	220	320	$590K
Peakstone Financial Advisors	Typical 36%	116	319	$800K
P3 Wealth Management	Very Low 3%	12	478	$59K
Catoctin Ridge Wealth Partner	Very Low 1%	12	933	$210K
HF Advisory Group, LLC	Typical 22%	99	460	$700K
Borabond, LLC	Very Low 0%	—	207	$400
Waypoint Wealth Management	Typical 35%	72	204	$1.2M
Integrated Financial Solutions, Inc.	High 43%	87	203	$1.4M
Financial Concepts Unlimited, Inc.	Typical 36%	68	191	$1.2M
Andersen Wealth Management	Very Low 0%	—	691	$140K
Wealthplans, LLC	High 41%	70	171	$1.2M
Dorval & Chorne Financial Advisors	Low 14%	90	663	$560K
Shaker Financial Services	Typical 31%	101	329	$870K
Tred Avon Family Wealth, LLC	Very High 90%	296	328	$1.2M
The Simmons Partnership, Inc	Typical 23%	71	307	$700K
Montgomery Financial	Very Low 3%	20	596	$340K
Wordhouse Wealth Coaching	Very Low 0%	—	293	—
TruNorth Financial Services, Inc.	Low 20%	88	439	$690K
Blue Curve Advisory, LLC	Typical 24%	68	289	$430K
Kaplan Wealth Management, Inc.	Typical 30%	86	287	$310K
Phillips Wealth Management LLC	Very Low 6%	16	284	$310K
Hergenroeder Financial Advisors, Inc.	Typical 23%	98	421	$720K
Chesapeake Financial Advisors	Typical 34%	91	268	$1.1M
Intentional	Low 11%	42	395	$430K
Grigg Financial, LLC	Low 12%	29	252	$250K
Hershey Financial Advisers, LLC	Very Low 5%	24	499	$300K
Jacques Advisors, LLC	Low 17%	41	247	$360K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
JPL Asset Management and Planning, LLC	Very Low 0%	—	369	$250K
Oliver Wealth Management	Low 17%	83	484	$690K
Calvert Wealth Management, Inc.	Low 16%	56	360	$530K
Mccann Wealth Strategies,Inc.	Low 7%	8	119	$220K
Kilner Capital Advisors, LLC	High 37%	84	230	$1.3M
BNB Wealth Management, LLC	Typical 34%	152	441	$460K
Actify Investor Retirements, LLC	Very Low 0%	—	220	$27K
Main Street Advisors, LLC	Low 16%	17	109	$730K
RCS Financial Planning, LLC	High 49%	107	218	$1.2M
Malnik Wealth Management, LLC	Low 20%	43	216	$470K
Kassira Wealth Management, LLC	Typical 22%	47	209	$620K
Brandywine Financial Group, Inc.	Typical 26%	55	208	$640K
New Perspectives, Inc.	Typical 22%	91	414	$730K
Bay Harbor Wealth Management, LLC	Typical 33%	130	396	$1M
Law & Associates Inc	Low 18%	54	297	$1.1M
Alere Planning LLC	Typical 33%	64	195	$1M
Safe Harbor Retirement Planners	Low 14%	42	290	$370K
VCP Financial LLC	Very High 65%	252	385	$290K
Ferguson-Johnson Wealth Management, Inc.	High 43%	81	190	$1.6M
Wealth Planning Group	Low 21%	80	380	$730K
Cassilly Financial	High 52%	96	184	$730K
Accordant Advisory Group, Inc.	High 41%	74	182	$1.4M
Hillman Capital Management Inc	Typical 34%	61	178	$520K
Invested Advisors	Typical 23%	62	266	$830K
Intervest Ltd	Very High 60%	105	175	$1.4M
Investology Inc.	Very Low 0%	—	350	$510K
MainStreet Financial Planning, Inc.	Very Low 0%	—	350	—
Stash Wealth, LLC	Very Low 0%	—	174	$300K
DC Capital Management, LLC	High 45%	38	84	$1.3M
McGinn Penninger Investment Management Inc.	Very High 100%	331	331	$360K
CWM Advisory, LLC	Low 14%	34	243	$420K
Northpeak Financial, Inc.	Low 12%	20	162	$410K
DRS Wealth Management	Typical 36%	57	160	$460K
Entelechy	Very High 75%	60	80	$3.2M
Theus Wealth Advisors	Very Low 0%	—	239	—
Garritt Financial Solutions LLC	Very Low 0%	—	159	$99K
Portus Capital Management, LLC	High 50%	119	238	$450K
Sullivan Wood Capital Management, LLC	High 41%	32	79	$1.1M
Pointer Financial Advisors LLC	High 39%	61	157	$1.1M
Town Capital	Typical 35%	54	156	$1.1M
Bontempo Ohly Capital Management, LLC	Very High 59%	91	153	$2.5M
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Beacon Light Wealth Management	Low 7%	10	151	$260K
Farley Financial	Very Low 0%	—	149	$440K
Sovereign Financial Services, LLC	Low 21%	30	145	$640K
Cedar Spring Advisors, LLC	Low 19%	53	284	$590K
Chartered Advisory Group	Low 7%	20	283	$450K
Marks Wealth Management	High 47%	132	283	$1.4M
MG Capital Partners, LLC	Low 9%	19	210	$390K
Partnership Wealth Management	High 45%	62	139	$1.7M
Promethium	Very High 75%	208	277	$830K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Moore Wealth	Typical 22%	45	204	$740K
Audible Wealth Management	Very Low 3%	9	269	$150K
First Growth Capital LLC	Very High 76%	51	67	$1.9M
Katz Family Financial Advisors, LLC	Typical 27%	36	133	$830K
Diamond Head Financial Advisors LLC	Very High 67%	44	66	$790K
MD Investment Advisors	Very Low 4%	5	130	$260K
N1 Advisors	High 54%	104	194	$2M
Silvestri Financial and Tax Advisors, Inc	Very Low 4%	5	129	$360K
RMG Advisors	High 49%	94	192	$1M
Return on Life Wealth Partners	Typical 35%	88	255	$1.6M
Northbrook Financial	Low 19%	24	127	$680K
Maryland Capital Advisors, Inc.	High 56%	107	190	$2.6M
Opulentia, LLC	Low 13%	25	188	$250K
Wealthy & Wise Family Office	Low 7%	14	188	$340K
American Financial Management, Ltd.	Very Low 4%	5	124	$250K
Mount Vernon Associates Inc	Very High 63%	39	62	$2.5M
Old Security Group	Low 10%	6	62	$750K
Tufton Capital Management, LLC	Very High 69%	170	248	$1.7M
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
Warren Capital Group	High 37%	67	181	$380K
Bestgate Wealth Advisors, LLC	High 46%	54	118	$1.4M
Rockford Financial Planning	Typical 25%	29	118	$610K
Highstone Group	Low 8%	14	174	$1.5M
Kailasa Capital Management LLC	High 38%	44	116	$2.1M
Summit Investment Advisory Group LLC	Typical 25%	29	116	$490K
Bayview Investment Counsel, Inc	Very Low 6%	7	115	$270K
My Wealth Management, Inc.	High 56%	64	114	$1.3M
GLR Partners	High 39%	67	170	$1.5M
Tweddell Goldberg Investment Management	High 53%	60	113	$830K
Macroview Investment Management LLC	Typical 29%	66	225	$1.1M
Arkagos Advisors & Asset Management, Inc.	High 50%	56	112	$580K
Capital Area Planning Group	Very High 88%	49	56	$1.1M
Cornerstone Asset Management	Low 16%	18	112	$670K
Hwa Financial Group	High 37%	62	167	$1.6M
The Ellerson Group Inc	High 57%	62	109	$2.7M
Craftwork Capital LLC	Low 18%	30	163	$620K
Intentional Wealth Strategies	Typical 32%	52	161	$1M
Montgomery Investment Management Inc	Very High 100%	107	107	$4.6M
Berg Faircloth Investment Advisors	Low 8%	8	105	$310K
Cristata Investment Management	Very Low 0%	—	105	—
Jason Howell Company	Low 14%	15	105	$610K
Five Rivers Financial Advisors, LLC	Low 20%	21	104	$530K
Ortman Financial Planning	Low 18%	19	104	$610K
Valor Wealth Partners	Typical 29%	45	156	$410K
L. K. Benson & Company, P.C.	Very High 73%	75	103	$4.3M
Rauch Advisory LLC	Very Low 5%	8	153	$290K
Resilient Asset Management	Very High 63%	32	51	$1.3M
Lee-Kelleher Wealth Management	High 40%	60	151	$1.5M
Harbor Asset Planning, Inc.	Very High 75%	74	99	$1.9M
RCPlanners	Low 12%	18	148	$540K
CW Securities, LLC	Very High 75%	109	145	$780K
Sherman Wealth Management LLC	Typical 29%	41	143	$1.1M
Tesfaye O'Neill Financial	Very Low 0%	—	95	$0
Burkholder & Associates, LLC	Very High 75%	70	93	$3M
Lighthouse Wealth Management, LLC	Very High 61%	57	93	$2.7M
BrightPath Wealth Advisors LLC	Typical 23%	41	182	$380K
DBA Seslia Securities	Very Low 0%	—	134	$200K
Foxman Asset Advisors Inc.	Low 7%	9	133	$240K
Chesapeake Capital Management, LLC	Typical 26%	45	176	$190K
The Cavanaugh Group Inc	High 55%	24	44	$11M
Capital Squared Financial LLC	Very High 61%	53	87	$2.3M
Meritis Wealth Management, Inc.	High 52%	68	130	$1.7M
Holton & Kosanke Wealth Management, LLC	Very Low 0%	—	127	—
ABEL Financial Management Co.	High 50%	42	84	$1.4M
Stout Wealth Advisory Group, LLC	Very Low 4%	5	126	$260K
MJC Advisors, LLC	Low 14%	12	83	$2.3M
Brightscape Investment Centers	Typical 32%	39	123	$1M
Wealthspring Financial Advisors, LLC	Very Low 0%	—	41	$570K
Meta Wealth Advisory	Very High 62%	50	81	$2.1M
Thinagee Investments Inc.	Very High 73%	29	40	$6.6M
APM Wealth	Typical 27%	21	79	$600K
DouglasBradley LLC	Typical 33%	25	75	$1.1M
Doxa Capital, LLC	Typical 33%	25	75	$930K
Sagevest Wealth Management	Very High 77%	115	150	$2.8M
T/R Financial Management Group, LLC	Low 21%	16	75	$350K
Impact Capital, LLC	Very High 64%	72	112	$2.2M
Omicron Advisors, LLC	High 39%	29	74	$2M
Woods Advisory Services LLC	Low 16%	6	37	$730K
Revolution Wealth, LLC	Low 16%	17	107	$460K
Bryan Investments, LLC	Typical 30%	21	71	$720K
Renew Wealth Management LLC	Very High 100%	35	35	$1.6M
Washington Growth Strategies LLC	High 51%	18	35	$6.2M
Crest Wealth Advisors LLC	High 43%	30	69	$1.1M
Ivy League Financial Advisors LLC	Very High 63%	64	102	$1.8M
Reyes Financial Architecture Inc.	Very High 69%	117	170	$1.2M
Donalies Financial Planning, LLC	Very High 85%	115	135	$1.5M
Kirk Capital Advisors LLC	High 58%	78	135	$1.5M
Aventura Capital Management, LLC	Low 10%	13	126	$380K
Oxford Planning Group, LLC	Typical 34%	32	93	$1.1M
White Oak Wealth Management	Low 19%	12	62	$2M
Sierra Hotel Financial LLC	Low 14%	8	59	$410K
Bethesda Financial Advisors, LLC	High 47%	27	58	$1.5M
Fryar Financial	Very Low 4%	2	56	$260K
Florin Group, LLC	Typical 27%	22	81	$980K
Integrated Financial Planning Services	Very Low 0%	—	27	$150K
Nazelrod & Associates Financial Services, Inc.	Very High 74%	39	53	$1.8M
Financial Dimensions, LLC	Very Low 3%	3	104	$290K
Stratus Capital Management, LLC	High 38%	10	26	$2.6M
Holistic Planners	Very Low 4%	2	51	$280K
Pierce Wealth Partners, Inc.	Very High 71%	36	51	$1.3M
Arthur Stein Financial, LLC	Very High 76%	58	76	$1.9M
Seaborn Financial, LLC	Very High 64%	49	76	$2M
Bluestone® Financial Advisors, LLC	Very High 100%	50	50	$3.9M
Jade & Cowry LLC	High 50%	25	50	$1.3M
Cubic Advisors, LLC	High 43%	21	49	$950K
Shepherd Street Advisors	Very High 78%	38	49	$2.6M
Soar Financial LLC	Very Low 3%	3	97	$150K
Bourke Wealth Management	High 48%	46	96	$1.5M
MZ Capital, LLC	Very High 65%	46	71	$2.1M
Capital Assets Planning Incorporated	Very Low 0%	—	45	—
Life, Inc. Retirement Services	Very Low 0%	—	89	$210K
Monocacy Wealth Management, LLC	High 38%	25	66	$520K
Legacy Investment Advisors, LLC	Low 11%	7	65	$460K
SMP Financial Planning, LLC	Very High 88%	38	43	$1.5M
Millennium Financial Services LLP	Low 19%	8	42	$530K
Alikos Wealth Management, LLC	High 49%	20	41	$2.3M
NorthStar Wealth Management, Inc.	Very High 61%	25	41	$890K
Integrity Advisory Partners LLC	High 38%	15	40	$1.2M
Preserve Private Wealth, LLC	Very High 88%	35	40	$2.2M
Lee Financial Associates, Inc.	Very Low 0%	—	39	—
Re Envision Wealth	High 37%	29	78	$1.1M
Steward Inc.	High 42%	16	38	$1.7M
Ithaka Financial Planning, LLC	High 55%	30	55	$1.7M
Axion Financial Group LLC	Very High 83%	30	36	$1.3M
CJC Wealth Management	High 43%	31	72	$1.3M
The J.O.. Johnson Group Inc.	Low 21%	7	34	$670K
Foundry Wealth Advisors, LLC	High 50%	33	66	$2.5M
Poder Wealth Advisors	High 55%	18	33	$370K
Allridge Wealth Management, Inc	Very High 100%	31	31	$3.3M
A.G. Campbell Advisory, LLC	High 48%	29	61	$4.7M
Blackfield Capital Management LLC	Very High 100%	29	29	$1.9M
Exemplar Wealth Partners LLC	Low 21%	6	29	$840K
Lifetime Financial	Very High 72%	21	29	$1.5M
Springreef LLC	Very High 100%	29	29	$0
Silverstone Financial LLC	High 39%	11	28	$1M
District Capital Management, LLC	Typical 33%	13	40	$710K
The Financial Advisory Group	Very Low 0%	—	49	—
Acts Financial Advisors	Very High 78%	18	23	$5.5M
CST Advisory Services, LLC	Very Low 0%	—	11	—
Legacy Financial Advisors	Typical 33%	7	21	$480K
Odyssey Investments, Corp.	Very Low 0%	—	19	$390K
Raskin Global Inc.	Low 21%	8	38	$490K
The Family Financial Group	Very High 100%	16	16	$0
Ridge Capital Advisors, LLC	Typical 30%	8	27	$170K
Sunlight Peaks Financial Partners, LLC	Very Low 0%	—	12	$0
Foundation Financial Advisors, Inc.	Typical 29%	2	7	—
One Oak	Very High 100%	5	5	$14M
Dauntless Advisory, LLC	Very High 100%	3	3	$870K
Annapolitan Investment Group, Inc.	—	—	—	—
Bora Capital, LLC	—	—	—	—
Carroll Frank & Plotkin LLC	—	—	—	—
Golden Wealth Strategies	—	—	—	—
Pinion Financial Services, LLC	—	—	—	—
Poise Investment Advisors	—	—	—	—
Severn Financial Advisors, LLC	—	—	—	—
Wagener-Lee, LLC	—	—	—	—

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