HNW client percentage for Enterprise firms serving clients in Delaware

Enterprise firms active in Delaware 48 firms

Very Low 0%-1%

Low 1%-6%

Typical 6%-15%

High 15%-22%

Very High 22%-42%

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

Median: 13%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
IEQ Capital, LLC	Very High 100%	2,300	2,300	$25M
TLG Advisors, INC.	Typical 6%	301	5,018	$430K
ESI Financial Advisors	Very High 26%	3,041	11,897	$220K
Citigroup Global Markets	Very High 40%	23,441	58,096	$710K
VOYA Financial Advisors, Inc.	High 19%	3,095	16,313	$240K
Bankers Life Advisory Services, Inc.	Very Low 0%	5	14,275	$170K
HB Wealth	Very High 66%	3,169	4,808	$4.8M
HSBC SECURITIES (USA) Inc.	High 15%	1,791	12,045	$310K
Integrity Alliance, LLC	Typical 10%	1,082	10,660	$450K
Oppenheimer	Low 3%	1,229	37,047	$610K
Principal Financial Services	Low 5%	2,638	51,650	$320K
Transamerica Financial Advisors	Low 3%	1,218	42,497	$49K
Primerica Advisors	Very High 22%	17,261	80,267	$230K
Advice and Planning Services	Very High 65%	46,802	72,469	$520K
CIBC Private Wealth Advisors, Inc.	Very High 25%	2,020	8,083	$5.5M
ROCKEFELLER Capital Management	Very High 32%	15,255	47,801	$1.7M
Mercer Global Advisors Inc.	Very High 53%	18,398	35,044	$2.2M
Mai Capital Management, LLC	Very High 31%	4,902	15,740	$2.2M
TD private Client Wealth LLC	Typical 6%	1,518	25,351	$270K
Eagle Strategies (NY Life)	High 20%	27,125	132,722	$240K
Mariner	Very High 41%	22,322	54,583	$2.1M
Savant Wealth Management	Very High 29%	6,555	22,683	$1.9M
Hantz financial Services, Inc.	Typical 10%	2,423	23,624	$420K
EP Wealth Advisors	Typical 8%	1,589	19,618	$2.1M
Hornor, Townsend & kent, LLC	Low 2%	553	27,999	$290K
Truist Advisory Services	Very High 26%	32,526	126,145	$560K
SPC	Low 3%	832	30,595	$190K
Creative Planning	Very High 45%	39,511	87,051	$2.1M
Kestra Advisory	Very High 23%	26,123	115,285	$620K
Osaic Advisory Services, LLC	Typical 13%	3,755	29,516	$510K
GWN Securities Inc.	Typical 6%	2,217	37,763	$130K
Steward Partners Investment Advisory, LLC	Very High 62%	24,423	39,386	$810K
Prime Capital Financial	Very High 25%	5,571	22,129	$850K
Cwm, Llc	Typical 14%	7,231	52,263	$880K
Citizens Securities, Inc.	Very Low 0%	44	60,162	$210K
Centaurus Financial, Inc.	Low 1%	330	37,955	$190K
First Command Advisory Services	Low 3%	3,852	113,511	$210K
&PARTNERS	Very High 22%	11,803	53,863	$380K
Commonwealth Financial Network	Typical 12%	41,874	355,973	$570K
RBC Rochdale, LLC	Very High 98%	15,779	16,170	$3.1M
PNC Wealth Management	Low 2%	3,185	160,885	$180K
Independent Financial partners	Very High 35%	18,190	52,539	$230K
Brookstone Capital Management LLC	Typical 9%	4,860	54,810	$230K
Janney Montgomery Scott	Very High 42%	100,743	239,764	$410K
Private Advisor Group, LLC	High 16%	22,083	139,740	$300K
Valic Financial Advisors	Low 1%	1,913	292,989	$100K
AE Wealth Management, LLC	Typical 7%	9,444	127,213	$390K
Transamerica Retirement Advisors, LLC	Very Low 0%	—	212,700	$82K

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