HNW client percentage for Enterprise firms serving clients in Rhode Island

Enterprise firms active in Rhode Island 50 firms

Very Low 0%-0%

Low 0%-1%

Typical 1%-20%

High 20%-23%

Very High 23%-42%

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

Median: 6%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Lincoln Investment	Typical 3%	4,604	138,132	$160K
AE Wealth Management, LLC	Typical 7%	9,444	127,213	$390K
Valic Financial Advisors	Typical 1%	1,913	292,989	$100K
Private Advisor Group, LLC	Typical 16%	22,083	139,740	$300K
Janney Montgomery Scott	Very High 42%	100,743	239,764	$410K
Empower Advisory Group	Typical 7%	20,524	293,347	$570K
Brookstone Capital Management LLC	Typical 9%	4,860	54,810	$230K
Independent Financial partners	Very High 35%	18,190	52,539	$230K
Planmember Securities Corporation	Typical 1%	898	69,441	$130K
PNC Wealth Management	Typical 2%	3,185	160,885	$180K
RBC Rochdale, LLC	Very High 98%	15,779	16,170	$3.1M
Commonwealth Financial Network	Typical 12%	41,874	355,973	$570K
First Command Advisory Services	Typical 3%	3,852	113,511	$210K
Goldman Sachs Wealth Services	Very High 34%	38,800	115,350	$220K
Centaurus Financial, Inc.	Typical 1%	330	37,955	$190K
Citizens Securities, Inc.	Low 0%	44	60,162	$210K
Cwm, Llc	Typical 14%	7,231	52,263	$880K
GWN Securities Inc.	Typical 6%	2,217	37,763	$130K
Osaic Advisory Services, LLC	Typical 13%	3,755	29,516	$510K
Kestra Advisory	Very High 23%	26,123	115,285	$620K
Integrated Wealth Concepts LLC	Very High 37%	9,250	25,274	$720K
Benjamin F. Edwards & Company, Incorporated	Typical 1%	244	32,532	$550K
Beacon Pointe Advisors, LLC	Very High 39%	11,482	29,565	$1.7M
SPC	Typical 3%	832	30,595	$190K
Truist Advisory Services	Very High 26%	32,526	126,145	$560K
Focus Partners Wealth, LLC	Very High 49%	30,177	61,002	$2.6M
Hantz financial Services, Inc.	Typical 10%	2,423	23,624	$420K
Savant Wealth Management	Very High 29%	6,555	22,683	$1.9M
Mariner	Very High 41%	22,322	54,583	$2.1M
Eagle Strategies (NY Life)	High 20%	27,125	132,722	$240K
TD private Client Wealth LLC	Typical 6%	1,518	25,351	$270K
Mai Capital Management, LLC	Very High 31%	4,902	15,740	$2.2M
Mercer Global Advisors Inc.	Very High 53%	18,398	35,044	$2.2M
FIFTH THIRD SECURITIES, Inc.	Typical 4%	1,938	46,299	$230K
CIBC Private Wealth Advisors, Inc.	Very High 25%	2,020	8,083	$5.5M
Advice and Planning Services	Very High 65%	46,802	72,469	$520K
Primerica Advisors	High 22%	17,261	80,267	$230K
Transamerica Financial Advisors	Typical 3%	1,218	42,497	$49K
Cerity partners LLC	Very High 58%	14,561	24,945	$4.6M
Oppenheimer	Typical 3%	1,229	37,047	$610K
Integrity Alliance, LLC	Typical 10%	1,082	10,660	$450K
HSBC SECURITIES (USA) Inc.	Typical 15%	1,791	12,045	$310K
OSAIC Institutions, INC.	Low 0%	37	15,798	$310K
Bankers Life Advisory Services, Inc.	Low 0%	5	14,275	$170K
Capital Analysts	Typical 19%	3,042	15,611	$540K
VOYA Financial Advisors, Inc.	Typical 19%	3,095	16,313	$240K
Citigroup Global Markets	Very High 40%	23,441	58,096	$710K
ESI Financial Advisors	Very High 26%	3,041	11,897	$220K
TLG Advisors, INC.	Typical 6%	301	5,018	$430K
Pathstone	Very High 93%	1,834	1,979	$46M

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