HNW client percentage for Team firms serving clients in Maryland

Team firms active in Maryland 215 firms

Very Low 2%-16%

Low 16%-27%

Typical 27%-44%

High 44%-59%

Very High 59%-80%

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

Median: 33%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Williams Asset Management	—	433	433	—
Sun Global LLC	High 45%	5	11	$420K
Colomb Investment Management Company, LLC	Very Low 0%	—	32	$150K
Foundation Wealth & Tax Advisors, LLC	Typical 35%	33	93	$730K
Investment Research Corp	Very Low 2%	4	163	$310K
Rothschild Capital Partners	Very High 89%	57	64	$3.3M
Avestar Capital, LLC	Very High 84%	142	170	$12M
AtCap Partners, LLC	High 56%	192	342	$490K
Folger Nolan Fleming Douglas Incorporated	Low 16%	42	257	$3.1M
Sera Capital Management, LLC	Typical 38%	28	74	$1.5M
TritonPoint Partners, LLC	High 57%	42	74	$3.9M
CSP Financial Group LLC	Very Low 10%	30	312	$380K
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Fidelis Capital	Very High 80%	175	218	$8.7M
MMA Asset Management LLC	High 52%	148	282	$1.2M
GreenLeaf Financial Network, LLC	Low 21%	39	189	$620K
Values Added Financial	Very High 66%	74	112	$2.8M
Acrylic Financial, Inc.	Very Low 9%	29	307	$210K
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
Empirikal Partners LLC	Very High 75%	132	175	$500K
Princeton Global Asset Management LLC	High 47%	166	356	$2.5M
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
MBI LLC	High 50%	95	191	$1.6M
The Advisory Group of San Francisco, LLC	Very High 73%	85	116	$3.5M
LRI Investments	High 45%	213	477	$4M
Legacy Investment Strategies, LLC	Low 25%	42	167	$660K
HZ Investments Inc.	Very High 100%	21	21	$28M
Glassy Mountain Advisors, Inc.	Very High 66%	84	127	$2.9M
Lynx Investment Advisory, LLC	High 45%	97	214	$4.2M
WealthCare Financial Group, Inc.	Very Low 0%	—	130	$140K
Fruitful	Very Low 0%	1	351	$72K
Clear Capital Management LP	Very Low 15%	17	112	$550K
Savvi Financial LLC	Very Low 9%	12	135	$330K
MDRN Capital	Very High 75%	425	569	$600K
Amuni Financial, Inc.	Low 21%	60	283	$680K
Monument wealth Management	High 49%	105	215	$2.5M
Black Diamond Financial, LLC	Very High 65%	218	335	$3.4M
Aegis Wealth	Very High 83%	102	123	$6M
IBN Advisory Services, Inc.	Very Low 3%	5	197	$320K
SimplyRIA Advisor Network	Very Low 8%	46	602	$350K
WJL Financial Advisors	Very Low 0%	—	152	—
Next Capital Management LLC	Very High 70%	181	257	$6.6M
WMS Advisors, LLC	Typical 42%	55	131	$2.1M
Mclean Asset Management Corp.	High 53%	258	486	$1.9M
Chapin Davis Asset Management	Very Low 4%	19	543	$1.2M
Glassman Wealth Services, LLC	Very High 84%	302	359	$6.9M
Evermay Wealth Management, LLC	Typical 42%	234	558	$2.4M
Sargent Investment Group	Very High 63%	251	396	$3.5M
Foundry Financial LLC	High 44%	81	184	$1.3M
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Integrated Wealth Solutions, LLC	Very Low 8%	17	217	$210K
Craft Wealth Services	Very Low 15%	34	222	$530K
&wealth Partners	Very High 73%	70	96	$4.1M
Quantum Financial Advisors, LLC	Typical 38%	171	451	$3.3M
BMSS Wesson Wealth Solutions	Very High 71%	184	260	$2.7M
Equitycompass Investment Management, LLC	Very Low 8%	13	163	$1.4M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Zenith Wealth Partners	Very Low 10%	31	298	$300K
Legacy Edge Advisors	Very High 83%	442	530	$2.3M
SC&H Wealth	Typical 37%	248	668	$1.8M
Apforia	Very Low 15%	56	368	$270K
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
TritonPoint Wealth, LLC	High 52%	176	338	$4.4M
Analog Capital Partners LLC	Very Low 12%	21	173	$540K
The L. Warner Companies, Inc	High 51%	180	352	$2.1M
PTS Brokerage, LLC	Very Low 0%	—	495	$260K
Altfest Personal Wealth Management	Very High 63%	431	686	$2.6M
1 North Wealth Services, LLC	Typical 37%	81	217	$1.4M
Quent Capital, LLC	Very High 80%	298	371	$4.9M
Westbourne Investment Advisors Inc.	Typical 36%	68	187	$2.3M
Flower City Capital LLC	High 50%	114	227	$1.8M
Wallington Asset Management	Very High 64%	197	306	$3.7M
Family Office Research, LLC	Very High 90%	103	115	$4.8M
Collective Wealth Partners, LLC	Very Low 8%	16	194	$290K
Curio Wealth, LLC	Very Low 14%	50	354	$1.3M
CFM Advisors Inc	Very Low 7%	14	199	$940K
Lafayette Investments, Inc.	Very High 68%	164	240	$3.3M
Fortress Private Ledger, LLC	Very Low 14%	98	681	$690K
Clean Yield Asset Management	Very High 63%	155	246	$2.2M
Trumbower Financial Advisors LLC	Very High 65%	159	246	$8.1M
West Financial Services, Inc.	High 58%	546	940	$2.9M
Coyle	High 53%	234	438	$2.4M
RiverFront Investment Group, LLC	Very Low 0%	—	1,185	$890K
Advocate Investing Services	Low 25%	56	220	$820K
BSG Advisers	Low 24%	63	264	$500K
Kendall Capital Management	Very High 64%	226	352	$2.1M
Passive Capital Management, LLC	Low 25%	101	399	$2.1M
Strathmore Capital Advisors	High 48%	237	493	$1.6M
Stansberry Asset Management, LLC	Very High 59%	579	975	$1.3M
Professional Financial Solutions, LLC	High 49%	137	279	$1.5M
Hopwood Financial Services, Inc.	Very High 60%	169	283	$2.6M
Westover Capital Advisors, LLC	High 53%	125	238	$2.4M
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Armstrong Dixon	High 54%	158	290	$1.5M
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
Delta Financial Advisors, Inc.	Typical 29%	71	245	$950K
Schaeffer Financial LLC	Typical 31%	76	247	$1M
Berman McAleer	Very High 59%	382	646	$2.7M
Glass Jacobson Wealth Advisors	Typical 30%	151	501	$1.8M
PlanVest Financial, Inc.	Typical 27%	83	307	$570K
United Wealth Management, LLC	High 58%	148	257	$1.6M
Hudson Advisor Services, Inc.	High 54%	139	259	$1.2M
Turning Point Financial	Very Low 13%	101	784	$430K
Carderock Capital Management, Inc.	Very High 74%	156	211	$3M
Blue Rock Financial Group	High 47%	125	265	$980K
Stonebridge Financial Group, LLC	Typical 30%	391	1,287	$1.3M
Armstrong, Fleming & Moore, Inc.	High 49%	266	539	$2.3M
AMB Wealth, LLC	Low 20%	175	878	$1M
Mv Capital Management, Inc.	Very High 66%	295	444	$2.3M
Washington Trust Advisors	High 51%	400	781	$2.6M
Chesapeake Investment Management LLC	Very High 100%	391	391	$500K
Marathon Capital Management	Very High 65%	182	281	$1.8M
Heritage Financial LLC	Typical 38%	132	350	$1.1M
Kilter Group	Typical 29%	119	413	$670K
Preston Wealth Advisors, LLC.	Low 21%	64	301	$810K
Grant Street Asset Management Inc	Typical 40%	168	425	$1.6M
Victrix Investment Advisors	Low 21%	93	435	$780K
Edgemoor Investment Advisors, Inc.	High 49%	153	312	$4.1M
Jemma Financial Services	Low 24%	74	312	$350K
Bangerter Financial Services, Inc.	Very Low 11%	35	317	$210K
Warner Financial, Inc.	Very High 68%	174	256	$3.2M
Buttonwood Financial Advisors, Inc.	High 47%	152	321	$1.5M
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Global Brokerage Services, Inc.	Typical 27%	105	386	$360K
Financial Consulate	Typical 39%	328	844	$1.3M
PKS Investment Advisors LLC	Low 16%	73	457	$610K
WBH Advisory, Inc.	High 58%	418	725	$2.4M
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Atlas Private Wealth Advisors	Low 17%	211	1,211	$710K
Klaas Financial Asset Advisors, LLC.	Low 20%	203	1,015	$750K
UAS Asset Management	High 47%	160	342	$900K
MFG Investments, LLC	Very Low 15%	52	344	$430K
Capital Investment Advisors	Low 19%	79	417	$680K
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
Axiom Value Wealth Management LLC	Low 17%	61	351	$270K
Rebalance LLC	Typical 31%	197	636	$2.8M
Sandbox Financial Partners, LLC	High 55%	273	498	$1.2M
The Kelly Group	Low 23%	247	1,087	$960K
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
KFA Private Wealth Group, LLC	Typical 28%	229	814	$990K
Wealthcrest Financial Services, LLC	Very High 61%	232	380	$1.3M
The Marshall Financial Group LLC	Low 17%	166	994	$680K
Steigerwald, Gordon & Koch - Wealth Advisors	High 56%	388	693	$1.9M
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
Apollon Financial, LLC	Typical 34%	429	1,256	$1.2M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Paradigm Investment Advisory, LLC	Very High 87%	563	644	$610K
Elevatus Wealth Management, LLC	Typical 42%	136	326	$1.5M
Horizon Financial	Low 16%	120	734	$700K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Aufman Associates Inc	Very High 68%	166	245	$3.9M
James River Asset Management, LLC	Low 25%	104	411	$660K
Sentinel Asset Management, LLC	Very Low 0%	—	495	$130K
TFB Advisors, LLC	Very Low 13%	170	1,326	$600K
ValueWealth Services, LLC	Typical 27%	115	420	$760K
Romano Wealth Management	High 51%	478	934	$1.5M
Research Financial Strategies	Low 18%	93	511	$470K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Abich Financial Wealth Management, LLC	Low 23%	117	517	$760K
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
FSA Wealth Partners	Typical 33%	231	698	$1.1M
Signature Equity Partners, LLC	Very Low 4%	37	1,056	$310K
McGlone Suttner Wealth Management, Inc.	Typical 41%	290	708	$1.4M
Convergence Financial	Low 24%	647	2,665	$330K
Cornerstone Advisory	High 56%	452	808	$2.5M
FBB Capital Partners	Very Low 2%	16	1,004	$2.4M
Widmann Financial Services	Low 22%	123	551	$820K
DiNuzzo Private Wealth, Inc.	High 44%	339	779	$1.5M
Prostatis Financial Advisors Group	Very Low 8%	131	1,568	$390K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Claris Financial, LLC	Typical 27%	161	599	$540K
Pearson Financial Services	Very Low 0%	—	500	—
Northwest Financial Advisors LLC	Low 17%	326	1,908	$640K
Aviso Wealth Management	Low 17%	158	913	$640K
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Veridian Capital Partners	Typical 39%	318	816	$670K
Virtus Wealth Solutions	Typical 36%	109	307	$1.8M
Concord Wealth Partners	Low 21%	258	1,232	$820K
Torray Investment Partners LLC	Very Low 12%	63	526	$700K
Financial Council, LLC	High 53%	343	648	$2M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Elite Income Advisors, Inc.	Typical 29%	190	657	$320K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
SFG Wealth Management	High 47%	554	1,173	$600K
Security Capital Management	Low 26%	613	2,357	$570K
Beacon Investment Advisors LLC	High 50%	59	118	$2.8M
Wealthcare Capital Partners, LLC	Very Low 13%	92	708	$550K
Ballast Financial Advisors, LLC	Low 20%	120	602	$540K
LGG Financial	Very High 63%	152	241	$2.3M
VSM Wealth Advisory, LLC	Very High 71%	433	609	$1M
Perspective Wealth Management	Very High 83%	218	264	$2.3M
Azzad Asset Management, Inc.	Typical 33%	498	1,494	$830K
Acorn Financial Advisory Services, Inc.	Low 21%	551	2,584	$460K
Red Oak Financial Group	Very Low 0%	—	1,051	$590K
Folger Nolan Fleming Douglas Capital Management, Inc.	Very High 71%	341	478	$2.5M
Gainline Financial Partners, LLC	High 58%	581	998	$350K
Milestone Asset Management, LLC	Very High 75%	1,012	1,347	$510K
Faithward Advisors, LLC	Very Low 10%	304	3,036	$330K
Howard Capital Management Group, LLC	Very High 63%	331	528	$3.8M
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Strategic Wealth Partners, Ltd.	Typical 28%	1,020	3,646	$420K
Vestia Personal Wealth Advisors	Very High 78%	3,105	3,970	$260K
Harvest Investment Consultants LLC	Low 24%	247	1,015	$510K
Innovative Wealth Building LLC	Very Low 11%	203	1,770	$370K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
CovingtonAlsina	Very Low 7%	90	1,236	$230K
DT Investment Partners, LLC	Low 24%	315	1,296	$1.3M
Glen Eagle Advisors, LLC	Very Low 10%	335	3,361	$300K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Laurel Oak Wealth Management, LLC	High 53%	2,477	4,640	$290K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Baltimore-Washington Financial Advisors	Low 17%	872	5,272	$560K
Retirement Management Systems	Low 18%	553	3,032	$620K

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