HNW client percentage for Enterprise firms serving clients in Montana

Enterprise firms active in Montana 54 firms

Very Low 0%-1%

Low 1%-13%

Typical 13%-22%

High 22%-27%

Very High 27%-27%

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

Median: 15%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
IEQ Capital, LLC	Very High 100%	2,300	2,300	$25M
ESI Financial Advisors	High 26%	3,041	11,897	$220K
Cresset Asset Management, LLC	Very High 77%	3,667	4,746	$15M
Bankers Life Advisory Services, Inc.	Very Low 0%	5	14,275	$170K
HSBC SECURITIES (USA) Inc.	Typical 15%	1,791	12,045	$310K
Integrity Alliance, LLC	Low 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
LIDO	Very High 75%	9,829	13,043	$2.9M
Primerica Advisors	High 22%	17,261	80,267	$230K
CIBC Private Wealth Advisors, Inc.	High 25%	2,020	8,083	$5.5M
Sanctuary Advisors, LLC	High 23%	4,425	19,025	$1.6M
Sequoia Financial Group, L.L.C.	Very High 41%	4,556	11,064	$2.7M
Davenport & Company LLC	Very High 34%	5,667	16,855	$1.1M
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	Low 6%	1,518	25,351	$270K
Ameritas Advisory Services, LLC	Low 3%	904	29,363	$450K
Eagle Strategies (NY Life)	Typical 20%	27,125	132,722	$240K
Independent Financial Group, LLC	Low 9%	2,438	25,896	$470K
Mariner	Very High 41%	22,322	54,583	$2.1M
Hantz financial Services, Inc.	Low 10%	2,423	23,624	$420K
Hornor, Townsend & kent, LLC	Low 2%	553	27,999	$290K
Focus Partners Wealth, LLC	Very High 49%	30,177	61,002	$2.6M
Truist Advisory Services	High 26%	32,526	126,145	$560K
J. W. Cole Advisors, Inc.	Low 4%	1,261	30,867	$260K
SPC	Low 3%	832	30,595	$190K
Benjamin F. Edwards & Company, Incorporated	Low 1%	244	32,532	$550K
Stratos Wealth Partners, Ltd	Typical 17%	4,159	24,844	$710K
Integrated Wealth Concepts LLC	Very High 37%	9,250	25,274	$720K
Creative Planning	Very High 45%	39,511	87,051	$2.1M
Newedge Advisors	Very High 27%	13,112	48,809	$810K
Osaic Advisory Services, LLC	Typical 13%	3,755	29,516	$510K
GWN Securities Inc.	Low 6%	2,217	37,763	$130K
Steward Partners Investment Advisory, LLC	Very High 62%	24,423	39,386	$810K
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
D.A. DAVIDSON & Co.	Very High 27%	18,223	68,135	$550K
First Manhattan Co. LLC	Very High 63%	3,828	6,080	$5.6M
First Command Advisory Services	Low 3%	3,852	113,511	$210K
Schwab Wealth Advisory	Very Low 0%	—	168,774	—
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
Planmember Securities Corporation	Low 1%	898	69,441	$130K
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
Private Advisor Group, LLC	Typical 16%	22,083	139,740	$300K
Valic Financial Advisors	Low 1%	1,913	292,989	$100K
Lincoln Investment	Low 3%	4,604	138,132	$160K
Transamerica Retirement Advisors, LLC	Very Low 0%	—	212,700	$82K

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