HNW client percentage for Team firms serving clients in Maine

Team firms active in Maine 69 firms

Very Low 4%-19%

Low 19%-30%

Typical 30%-34%

High 34%-56%

Very High 56%-80%

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

Median: 33%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Independence Financial Advisors, LLC	Very Low 1%	39	2,734	$150K
Vestia Personal Wealth Advisors	Very High 78%	3,105	3,970	$260K
Essential Planning, LLC	Low 28%	163	573	$920K
Coston, McIsaac & Shea Financial Advisors	Low 19%	235	1,254	$370K
GRP Retirement Planning	Very Low 6%	48	846	$180K
Nvest Financial, LLC	Low 24%	192	799	$840K
TLWM Financial	Low 25%	316	1,249	$470K
Flynn Zito Capital Management, LLC	High 44%	452	1,039	$710K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Penobscot Investment Management Company, Inc.	Very High 58%	317	548	$2.7M
TSFG, LLC	Low 24%	315	1,337	$740K
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Aviso Wealth Management	Very Low 17%	158	913	$640K
Pearson Financial Services	Very Low 0%	—	500	—
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Armstrong Advisory Group Inc.	High 50%	741	1,489	$1.1M
Charter Oak Capital Management	Typical 33%	456	1,389	$1.1M
Warner Wealth	High 45%	330	739	$600K
Bay Colony Advisors	Typical 33%	864	2,650	$530K
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
Wealthshield Partners, LLC	Low 25%	287	1,156	$1.1M
Old Port Advisors	Low 26%	215	816	$830K
Means Wealth Management	Typical 30%	394	1,302	$1.1M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
J.M. Arbour, LLC	Very Low 4%	28	720	$250K
Bigelow Investment Advisors, LLC	High 43%	134	314	$1.3M
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Penobscot Financial Advisors	High 34%	193	562	$970K
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
UAS Asset Management	High 47%	160	342	$900K
Maridea Wealth Management	High 47%	725	1,530	$610K
Great Diamond Partners, LLC	High 54%	285	523	$1.5M
Measured Wealth Private Client Group, LLC	Low 21%	131	633	$790K
Moody, Lynn, Lieberson & Walker, LLC	Very High 100%	503	503	$4.3M
Jemma Financial Services	Low 24%	74	312	$350K
Optivise Advisory Services LLC	Very Low 4%	47	1,227	$230K
Marble Trail Advisors	High 51%	188	368	$1.6M
Claro Advisors Inc.	Typical 33%	362	1,092	$1.1M
Headinvest	Very High 76%	322	423	$1.9M
Washington Trust Advisors	High 51%	400	781	$2.6M
Birchbrook	High 37%	114	310	$910K
Guidance Point Advisors, LLC	High 36%	90	252	$2.2M
Robinson Smith Wealth Advisors, LLC	Very High 62%	141	228	$1.9M
Aries Wealth Management, LLC	Very High 81%	133	164	$3.5M
Parkwoods Wealth Partners, LLC	Typical 33%	233	717	$1.2M
Wilkins Investment Counsel, Inc	Very High 90%	177	196	$5.2M
Genesis Wealth Advisors, LLC	Low 25%	57	231	$840K
BCAS	High 47%	126	269	$1.1M
Mascoma Wealth Management	Low 29%	122	422	$1.1M
Cornerstone Financial Planning, LLC	Very High 68%	167	247	$1.6M
Peddock Capital Advisors, LLC	Very High 57%	99	173	$4.5M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Diastole Wealth Management	Typical 32%	86	273	$1.4M
Integrity Financial Advisors, LLC	Very Low 10%	22	230	$480K
Portland Global Advisors LLC	Very High 56%	168	300	$3.8M
Feltl Advisors	Very Low 0%	—	395	$390K
Richard Brothers, Financial Advisors	Typical 31%	54	173	$1M
IBN Advisory Services, Inc.	Very Low 3%	5	197	$320K
Colman Knight Advisory Group, LLC	High 42%	51	122	$1.5M
Fiduciary Family Office, LLC	Very High 100%	46	46	$16M
Savvi Financial LLC	Very Low 9%	12	135	$330K
WealthCare Financial Group, Inc.	Very Low 0%	—	130	$140K
Your Choice Financial LLC	Very Low 12%	15	126	$310K
Altitude Capital Management LLC	Low 26%	128	488	$210K
AtCap Partners, LLC	Very High 56%	192	342	$490K
Sanders Morris LLC	Very Low 17%	21	127	$4.5M

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