HNW client percentage for Enterprise firms serving clients in District Of Columbia

Enterprise firms active in District Of Columbia 42 firms

Very Low 1%-2%

Low 2%-15%

Typical 15%-22%

High 22%-34%

Very High 34%-49%

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

Median: 22%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Citigroup Global Markets	Very High 40%	23,441	58,096	$710K
VOYA Financial Advisors, Inc.	Typical 19%	3,095	16,313	$240K
Capital Analysts	Typical 19%	3,042	15,611	$540K
OSAIC Institutions, INC.	Very Low 0%	37	15,798	$310K
HB Wealth	Very High 66%	3,169	4,808	$4.8M
T. Rowe Price Advisory Services, Inc.	Very Low 0%	—	13,517	$440K
HSBC SECURITIES (USA) Inc.	Typical 15%	1,791	12,045	$310K
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
LIDO	Very High 75%	9,829	13,043	$2.9M
Primerica Advisors	High 22%	17,261	80,267	$230K
Advice and Planning Services	Very High 65%	46,802	72,469	$520K
CIBC Private Wealth Advisors, Inc.	High 25%	2,020	8,083	$5.5M
ROCKEFELLER Capital Management	High 32%	15,255	47,801	$1.7M
Mercer Global Advisors Inc.	Very High 53%	18,398	35,044	$2.2M
TD private Client Wealth LLC	Low 6%	1,518	25,351	$270K
Mariner	Very High 41%	22,322	54,583	$2.1M
Hightower Advisors	Very High 46%	29,177	62,807	$2.8M
Hantz financial Services, Inc.	Low 10%	2,423	23,624	$420K
Focus Partners Wealth, LLC	Very High 49%	30,177	61,002	$2.6M
Truist Advisory Services	High 26%	32,526	126,145	$560K
Creative Planning	Very High 45%	39,511	87,051	$2.1M
Kestra Advisory	High 23%	26,123	115,285	$620K
Newedge Advisors	High 27%	13,112	48,809	$810K
Osaic Advisory Services, LLC	Low 13%	3,755	29,516	$510K
Steward Partners Investment Advisory, LLC	Very High 62%	24,423	39,386	$810K
wealth Enhancement Advisory Services, LLC	Very High 34%	27,424	80,986	$1.4M
Cwm, Llc	Low 14%	7,231	52,263	$880K
Citizens Securities, Inc.	Very Low 0%	44	60,162	$210K
Centaurus Financial, Inc.	Very Low 1%	330	37,955	$190K
Goldman Sachs Wealth Services	Very High 34%	38,800	115,350	$220K
First Command Advisory Services	Low 3%	3,852	113,511	$210K
&PARTNERS	High 22%	11,803	53,863	$380K
Commonwealth Financial Network	Low 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
Brookstone Capital Management LLC	Low 9%	4,860	54,810	$230K
Empower Advisory Group	Low 7%	20,524	293,347	$570K
Janney Montgomery Scott	Very High 42%	100,743	239,764	$410K
Valic Financial Advisors	Very Low 1%	1,913	292,989	$100K
Transamerica Retirement Advisors, LLC	Very Low 0%	—	212,700	$82K

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