HNW client percentage for Enterprise firms serving clients in West Virginia

Enterprise firms active in West Virginia 37 firms

Very Low 0%-1%

Low 1%-1%

Typical 1%-22%

High 22%-22%

Very High 22%-42%

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

Median: 6%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
ESI Financial Advisors	Very High 26%	3,041	11,897	$220K
VOYA Financial Advisors, Inc.	Typical 19%	3,095	16,313	$240K
Bankers Life Advisory Services, Inc.	Very Low 0%	5	14,275	$170K
HSBC SECURITIES (USA) Inc.	Typical 15%	1,791	12,045	$310K
Oppenheimer	Typical 3%	1,229	37,047	$610K
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
ROCKEFELLER Capital Management	Very High 32%	15,255	47,801	$1.7M
FIFTH THIRD SECURITIES, Inc.	Typical 4%	1,938	46,299	$230K
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
Hantz financial Services, Inc.	Typical 10%	2,423	23,624	$420K
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
J. W. Cole Advisors, Inc.	Typical 4%	1,261	30,867	$260K
SPC	Typical 3%	832	30,595	$190K
Stratos Wealth Partners, Ltd	Typical 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	Typical 16%	4,880	30,039	$410K
Osaic Advisory Services, LLC	Typical 13%	3,755	29,516	$510K
Steward Partners Investment Advisory, LLC	Very High 62%	24,423	39,386	$810K
wealth Enhancement Advisory Services, LLC	Very High 34%	27,424	80,986	$1.4M
Cwm, Llc	Typical 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
Huntington Financial Advisors	Typical 2%	678	42,153	$180K
&PARTNERS	Very High 22%	11,803	53,863	$380K
RBC Rochdale, LLC	Very High 98%	15,779	16,170	$3.1M
PNC Wealth Management	Typical 2%	3,185	160,885	$180K
Brookstone Capital Management LLC	Typical 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
Valic Financial Advisors	Typical 1%	1,913	292,989	$100K
AE Wealth Management, LLC	Typical 7%	9,444	127,213	$390K

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