HNW client percentage for Enterprise firms serving clients in Georgia

High-net-worth (HNW) client percentage measures the share of a firm’s clients who meet the SEC’s high-net-worth threshold—roughly $1.1 million in managed assets or $2.2 million in net worth. This metric helps indicate the type of clients a firm primarily serves: higher percentages suggest a focus on wealthier clients with more complex financial needs, while lower percentages reflect broader access to a wider range of investors.

In Georgia, among 81 enterprise firms, the median HNW client percentage is 21.5%, slightly above the national median of 20.44%. The distribution ranges from just over 0% to nearly 66%, showing a wide variety of client focuses within the state. This spread suggests that some firms in Georgia concentrate heavily on high-net-worth individuals, offering specialized, bespoke services, while others serve a more diverse client base that includes affluent and mass-affluent households. The presence of firms with very low HNW percentages may indicate newer or intentionally broader practices designed to accommodate a wider range of clients.

For you, this means the HNW client percentage can help clarify whether a firm’s typical client aligns with your financial situation and service expectations. A higher percentage often means higher minimums and more tailored planning, while a lower percentage may offer more standardized services and lower entry points. There is no single “right” number—it’s about finding the balance that fits your needs. Use this metric alongside others to get a fuller picture of how a firm operates and who it serves.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.