HNW client percentage for Independent firms serving clients in Alabama

Independent firms active in Alabama 79 firms

Very Low 0%-0%

Low 0%-0%

Typical 0%-19%

High 19%-39%

Very High 39%-69%

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

Median: 12%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Aston Sandel	—	—	—	—
Legacy Capital Partners LLC	—	—	—	—
Next Level Accounting, LLC	—	—	—	—
Planalto Financial	—	—	—	—
Red Oak investment Solutions LLC	—	—	—	—
Still Waters Investment Strategies LLC	—	—	—	—
Vaughan Family Financial	—	—	—	—
Four10 Planning	Typical 0%	—	3	—
LifeFirst Wealth, LLC	High 33%	1	3	$1.4M
Retirement Plans, LLC	Typical 0%	—	3	$570K
Canterbury Investment Advisors LLC	High 25%	1	4	$3M
Redesign Wealth Planning	Typical 0%	—	4	$220K
Crimson Wealth	Typical 0%	—	5	$1.8M
Legacy Wealth Management Group, LLC	Typical 0%	—	5	$320K
19:21 Investing	Typical 0%	—	7	$120K
Counterstrike Capital	Very High 100%	7	7	$1.2M
Halcyon Professional Advisors	Typical 0%	—	7	$0
Brol Capital Management, LLC	Typical 0%	—	8	$170K
Financial Journey LLC	Typical 0%	—	8	$560K
Lamont Trading Advisors, Inc.	Typical 13%	1	8	$280K
Brigham Jr., William H.	Typical 0%	—	10	$700K
Capital Stewards, LLC	Very High 45%	5	11	$940K
Insight Family Financial	Typical 0%	—	11	$100K
Plimsoll Financial Planning, LLC	High 38%	5	13	$840K
Krowten Equities	Very High 50%	7	14	$1.8M
Foresight Financial Advising LLC	Typical 0%	—	15	$72K
Advisor Financial Group	Very High 56%	9	16	$1.7M
1st & 3rd Investments LLC	Typical 0%	—	18	$76K
KG Consulting Group, Inc.	High 28%	5	18	$740K
Mayers Investment Company, LLC	Typical 0%	—	20	—
Southern Wealth Builders	Typical 0%	—	22	$76K
Kairos Asset Advisory, LLC	Very High 39%	9	23	$810K
Oceanus Capital Partners, LLC	Very High 72%	18	25	$2.9M
Footlamp	Typical 4%	1	27	$850K
LifeWater Wealth Management	Very High 52%	14	27	$1.1M
Medora Value Equity, LLC	Very High 63%	17	27	$600K
Dublin Wealth Management, Inc.	Typical 14%	4	28	$560K
Worthscape, LLC	Very High 75%	21	28	$3.2M
Capstone Global Advisors, LLC	Very High 41%	12	29	$210K
LBH Wealth Advisors	Typical 10%	3	30	$170K
JPG Wealth Management, LLC	Typical 0%	—	32	$220K
Pearson Investment Management, LLC	Typical 0%	—	32	$180K
Rwc Wealth Management, Inc.	Typical 0%	—	32	$80K
Providence Wealth Advisors, LLC	Very High 64%	21	33	$1.5M
Junkin & Company, Inc.	Typical 0%	—	34	$0
Tennessee Valley Investment Management	Typical 0%	—	34	$320K
First Fidelity Group LLC	High 30%	11	37	$200K
Celia Mann Baehr, CFP	Very High 47%	18	38	$1.2M
DNA Wealth Management LLC	High 33%	13	39	$560K
Booth Financial	High 33%	13	40	$990K
MFP, LLC	Typical 0%	—	42	$950K
Windemere Advisors, LLC	Very High 69%	29	42	$570K
Provision Financial Planning	High 23%	10	43	$660K
Dyken Wealth Strategies, Inc.	High 32%	14	44	$980K
Gateway Wealth Management, LLC	High 27%	12	44	$850K
Atlantes Financial Advisors	High 20%	9	46	$1.4M
Fish Creek Value Management, LLC	Very High 74%	34	46	$210K
Bridgeworks Asset Management, LLC	Typical 0%	—	49	$190K
Diversified Global Investment Strategies, LLC	Typical 0%	—	50	$650K
Saliba Asset Management L.L.C.	Very High 45%	23	51	$930K
ADS Wealth Management LLC	Typical 0%	—	55	$280K
Dreamwork Financial Group	High 22%	12	55	$240K
Old Oak Advisors, LLC	Typical 0%	—	57	$410K
Gantt Financial Advisors, LLC	Typical 12%	7	59	$390K
Goggans Group Inc	Typical 12%	7	59	$270K
Attainable Wealth LLC	Typical 0%	—	61	—
Anderson Asset Management	Very High 41%	26	64	$980K
Eden Financial	Typical 0%	—	64	$250K
SCS Asset Management, Inc.	Typical 12%	8	67	$450K
DMC Wealth Management, LLC	High 19%	13	68	$900K
Bailey Financial Services	Typical 0%	—	72	$0
Tomlin Financial Advisors, Inc.	Very High 40%	29	73	$1.1M
Insignia Wealth Advisory	Typical 18%	13	74	$310K
3 Rd Street Capital Management L.L.C.	High 28%	22	78	$720K
364 Investing, LLC	Typical 1%	1	83	$26K
Leading Edge Wealth Management, LLC	High 21%	21	99	$440K
Stockbridge Wealth Partners	Typical 0%	—	100	$190K
Grant Financial Group	Typical 18%	18	101	$170K
Fluid Financial Planning, LLC	Typical 6%	6	109	$180K
Green Financial Management, LLC	High 24%	33	137	$400K
AJA Financial LLC	Typical 3%	4	139	$170K
Sutton Financial Group	Typical 7%	10	149	$180K
Wilson Financial Group	Typical 0%	—	149	$390K
Ballast Wealth LLC	Typical 0%	—	170	$240K
The Retirement Planners, USA, LLC	Typical 3%	6	234	$260K
Let Bob Advisory, LLC	Typical 0%	—	249	$120

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