HNW client percentage for Enterprise firms serving clients in Mississippi

Enterprise firms active in Mississippi 43 firms

Very Low 0%-1%

Low 1%-1%

Typical 1%-9%

High 9%-22%

Very High 22%-23%

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

Median: 3%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
TLG Advisors, INC.	Typical 6%	301	5,018	$430K
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
HSBC SECURITIES (USA) Inc.	High 15%	1,791	12,045	$310K
Integrity Alliance, LLC	High 10%	1,082	10,660	$450K
Principal Financial Services	Typical 5%	2,638	51,650	$320K
Transamerica Financial Advisors	Typical 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
Sanctuary Advisors, LLC	Very High 23%	4,425	19,025	$1.6M
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
Hightower Advisors	Very High 46%	29,177	62,807	$2.8M
Hornor, Townsend & kent, LLC	Typical 2%	553	27,999	$290K
Focus Partners Wealth, LLC	Very High 49%	30,177	61,002	$2.6M
Truist Advisory Services	Very High 26%	32,526	126,145	$560K
SPC	Typical 3%	832	30,595	$190K
Benjamin F. Edwards & Company, Incorporated	Typical 1%	244	32,532	$550K
Stratos Wealth Partners, Ltd	High 17%	4,159	24,844	$710K
Creative Planning	Very High 45%	39,511	87,051	$2.1M
Kestra Advisory	Very High 23%	26,123	115,285	$620K
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	High 16%	4,880	30,039	$410K
Newedge Advisors	Very High 27%	13,112	48,809	$810K
Osaic Advisory Services, LLC	High 13%	3,755	29,516	$510K
Cwm, Llc	High 14%	7,231	52,263	$880K
Citizens Securities, Inc.	Very Low 0%	44	60,162	$210K
Centaurus Financial, Inc.	Typical 1%	330	37,955	$190K
First Command Advisory Services	Typical 3%	3,852	113,511	$210K
Commonwealth Financial Network	High 12%	41,874	355,973	$570K
RBC Rochdale, LLC	Very High 98%	15,779	16,170	$3.1M
PNC Wealth Management	Typical 2%	3,185	160,885	$180K
Independent Financial partners	Very High 35%	18,190	52,539	$230K
Brookstone Capital Management LLC	High 9%	4,860	54,810	$230K
Empower Advisory Group	Typical 7%	20,524	293,347	$570K
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	Typical 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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