HNW client percentage for Enterprise firms serving clients in South Dakota

Enterprise firms active in South Dakota 41 firms

Very Low 0%-1%

Low 1%-1%

Typical 1%-12%

High 12%-22%

Very High 22%-41%

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

Median: 5%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Transamerica Retirement Advisors, LLC	Very Low 0%	—	212,700	$82K
AE Wealth Management, LLC	Typical 7%	9,444	127,213	$390K
Valic Financial Advisors	Typical 1%	1,913	292,989	$100K
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
Planmember Securities Corporation	Typical 1%	898	69,441	$130K
RBC Rochdale, LLC	Very High 98%	15,779	16,170	$3.1M
Commonwealth Financial Network	High 12%	41,874	355,973	$570K
Schwab Wealth Advisory	Very Low 0%	—	168,774	—
First Command Advisory Services	Typical 3%	3,852	113,511	$210K
Centaurus Financial, Inc.	Typical 1%	330	37,955	$190K
Citizens Securities, Inc.	Very Low 0%	44	60,162	$210K
Cwm, Llc	High 14%	7,231	52,263	$880K
Prime Capital Financial	Very High 25%	5,571	22,129	$850K
Osaic Advisory Services, LLC	High 13%	3,755	29,516	$510K
Newedge Advisors	Very High 27%	13,112	48,809	$810K
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	High 16%	4,880	30,039	$410K
Kestra Advisory	Very High 23%	26,123	115,285	$620K
Creative Planning	Very High 45%	39,511	87,051	$2.1M
SPC	Typical 3%	832	30,595	$190K
J. W. Cole Advisors, Inc.	Typical 4%	1,261	30,867	$260K
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
Hightower Advisors	Very High 46%	29,177	62,807	$2.8M
Mariner	Very High 41%	22,322	54,583	$2.1M
Eagle Strategies (NY Life)	High 20%	27,125	132,722	$240K
Ameritas Advisory Services, LLC	Typical 3%	904	29,363	$450K
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
Sequoia Financial Group, L.L.C.	Very High 41%	4,556	11,064	$2.7M
Primerica Advisors	Very High 22%	17,261	80,267	$230K
Cerity partners LLC	Very High 58%	14,561	24,945	$4.6M
Principal Financial Services	Typical 5%	2,638	51,650	$320K
Integrity Alliance, LLC	Typical 10%	1,082	10,660	$450K
HSBC SECURITIES (USA) Inc.	High 15%	1,791	12,045	$310K
Bankers Life Advisory Services, Inc.	Very Low 0%	5	14,275	$170K
Cresset Asset Management, LLC	Very High 77%	3,667	4,746	$15M
VOYA Financial Advisors, Inc.	High 19%	3,095	16,313	$240K
Citigroup Global Markets	Very High 40%	23,441	58,096	$710K

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