HNW client percentage for Independent firms serving clients in Arizona

Independent firms active in Arizona 304 firms

Very Low 0%-0%

Low 0%-6%

Typical 6%-23%

High 23%-47%

Very High 47%-89%

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

Median: 13%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Advanced Financial Services	—	—	—	—
Alt Alpha Capital, LLC	—	—	—	—
Aquifer Capital, LLC	—	—	—	—
Arcadia Wealth LLC	—	—	—	—
Aspen & Pine Asset Management	—	—	—	—
Aurora Financial Planning & Investment Management LLC	—	—	—	—
Awaken Financial Designs LLC	—	—	—	—
Beacon Freedom Advisory, LLC	—	—	—	—
B&E Financial Services	—	—	—	—
Blue Crab Partners, LLC	—	—	—	—
Bright Women Financial	—	—	—	—
Buttonwood Advisors, LLC	—	—	—	—
CBK Financial Advisors LLC	—	—	—	—
Clearview Private Wealth	—	—	—	—
Coats Wealth Management	—	—	—	—
Cognis Retirement Group LLC	—	—	—	—
Copper Square Private Wealth, LLC	—	—	—	—
Currents Wealth Strategies LLC	—	—	—	—
DCA Investment Advisory, LLC	—	—	—	—
Deborah Wealth Advisory LLC	—	—	—	—
Du Lac Investment Group, LLC	—	—	—	—
Dyad Financial Group	—	—	—	—
Eckelberg Financial, Inc.	—	—	—	—
EP Wealth Management LLC	—	—	—	—
F. L. Arias & Associates, LLC	—	—	—	—
Fresh Forward	—	—	—	—
Groundwork Financial Partners	—	—	—	—
Guardian Financial Wealth Management Inc.	—	—	—	—
Harper Wealth Management LLC	—	—	—	—
Jain Wealthonomics	—	—	—	—
Jariwala Financial Wellness, LLC	—	—	—	—
JB Advisory LLC	—	—	—	—
Jolley Wealth Management, LLC	—	—	—	—
JTNC Wealth Advisors LLC	—	—	—	—
Kamson Financial	—	—	—	—
Legacy Wealth Advisors, LTD.	—	—	—	—
Life Story Wealth Planning	—	—	—	—
Lilliano Capital Management LLC	—	—	—	—
Macallen Capital	—	—	—	—
Mark Bussey & Associates, Lc	—	—	—	—
McBride Financial Services, Inc.	—	—	—	—
Meridian Passage	—	—	—	—
Molinar & Co Financial Advocates	—	—	—	—
Montis Management	—	—	—	—
Morphicapital	—	—	—	—
My Financial Coach Planning, LLC	—	—	—	—
Overland Advisors	—	—	—	—
Panoptic Global Wealth Management, LLC	—	—	—	—
Pure Financial LLC	—	—	—	—
RaynMaker Financial	—	—	—	—
RHG Advisors LLC	—	—	—	—
RLT Capital, LLC	—	—	—	—
Robinson Stocks	—	—	—	—
Saffron Consulting Services LLC	—	—	—	—
Sage Advice Financial LLC	—	—	—	—
SA Investment Advisory	—	—	—	—
Sonoran Investment Advisors, LLC	—	—	—	—
Sunburst Financial Management LLC	—	—	—	—
Tekton Wealth Advisors	—	—	—	—
The Balance of Trade	—	—	—	—
The Financial Chase LLC	—	—	—	—
The Money and Values Group	—	—	—	—
Think Wealth Advisory, LLC	—	—	—	—
Tony Chrampanis & Co., L.L.C.	—	—	—	—
Transcend Advisor Inc.	—	—	—	—
Transition Family Wealth	—	—	—	—
True Fiduciary Financial Advisors, LLC	—	—	—	—
True North Wealth Management, LLC	—	—	—	—
Vail Financial Advisors	—	—	—	—
Verab Financial Advisory LLC	—	—	—	—
Virtue Wealth Management	—	—	—	—
Wilbert Guilford, CFP, PLLC	—	—	—	—
Annecy LLC	Low 0%	—	1	$16K
Better World Planning	Low 0%	—	1	—
Lifetime Investments & Insurance LLC	Low 0%	—	1	$50K
Makarios Investments Inc	Very High 100%	1	1	$1.2M
Uncaged Impact	Low 0%	—	1	$68K
zQuant Advisory, LLC	Low 0%	—	1	$30K
Blk Financial Advisors, LLC	Low 0%	—	2	$2.7M
Dynamic Financial Solutions, LLC	Low 0%	—	2	—
P3 Financial Management, LLC	Very High 100%	2	2	$1.6M
Sonoran Capital Management LLC	Very High 100%	2	2	$400K
Wealth Resource Investment Advisors LLC	Very High 50%	1	2	$64K
Woodmont Financial Partners LLC	Low 0%	—	2	—
Authentic Financial Planning	Low 0%	—	3	$50K
Ebis	Very High 67%	2	3	$3.1M
First Financial Strategies Inc	Very High 67%	2	3	$4.4M
Joseph C. Longo, Attorney At Law	Low 0%	—	3	$0
Vivere Wealth Management LLC	Low 0%	—	3	$330K
Iridescent Capital Management	High 25%	1	4	$74K
Kerns Legacy Planning	Low 0%	—	4	$69K
Know Your Worth Financial	Low 0%	—	4	$400K
Aegis Wealth Partners, LLC	Low 0%	—	5	$190K
Bustamante & Co	Very High 80%	4	5	$700K
Donovan Legacy Advisors, LLC	High 40%	2	5	$790K
Hobbs Advisory Services	Low 0%	—	5	—
Jim Hannley, LLC	Low 0%	—	5	$19K
RD Kelley Financial Group	Low 0%	—	5	$2.4M
RIHO Partners, LLC	Very High 100%	5	5	$15M
Rockford Asset Management LLC	Low 0%	—	5	$230K
Styra Wealth Management	Low 0%	—	5	$69K
Chris Hays Wealth Management LLC	Low 0%	—	6	$810K
Dynamic Financial Planning	Low 0%	—	6	$150K
Five Peaks Financial Consulting, Inc.	Very High 100%	6	6	$2.6M
Fiwheels	Very High 67%	4	6	$1.7M
Golden Acre Wealth Management	Low 0%	—	6	$120K
Pluto Wealth Management	Low 0%	—	6	$260K
Wellfit Financial	Typical 17%	1	6	$1.9M
Betts LLC	High 43%	3	7	$0
Big Cedar Investment Advisors	Typical 14%	1	7	$13M
CMC Advisors LLC	Very High 57%	4	7	$2.7M
Finest Edge Financial LLC	Low 0%	—	7	$100K
Second Look Financial, LLC.	Low 0%	—	7	$48K
Sedona Asset Management Services, LLC	Low 0%	—	7	$790K
212 Wealth Management	Low 0%	—	8	$260K
Conspecta Capital, LLC	Low 0%	—	8	$300K
EMRO Asset Management, LLC	Very High 100%	8	8	$1M
Moonshot Planning LLC	Low 0%	—	8	$100K
PK Quantitative Investing, LLC	Typical 13%	1	8	$590K
Reset Financial Planning LLC	Very High 100%	8	8	$2M
SaveVest, LLC	Very High 88%	7	8	$1.7M
Six Sigma Wealth Advisors, LLC	Very High 100%	8	8	$680K
Cool Wealth Management	Typical 11%	1	9	$380K
Meeks Wealth Management, LLC	Low 0%	—	9	$8.7M
Missio Investment Management LLC	Very High 67%	6	9	$2.7M
Insurance & Wealth Advisors, LLC.	Low 0%	—	10	$200K
KRM Advisory Services	Low 0%	—	10	$220K
Kurt Oelze, LLC	Very High 50%	5	10	$310K
SCT Wealth Management, LLC	High 40%	4	10	$1.1M
Elevate Investment Management, LLC	Very High 82%	9	11	$3.3M
Martin Financial Solutions, LLC	Low 0%	—	11	$200K
GuideSource Capital Management, LLC	High 33%	4	12	$930K
LTC Wealth Management, LLC	Low 0%	—	12	$260K
Path Wealth Management, LLC	Low 0%	—	12	$330K
49th Parallel Wealth Management	High 23%	3	13	$720K
AG Global Advisors LLC	Very High 100%	13	13	$8.1M
Factor Investment Solutions, LLC	Low 0%	—	13	—
RJ Pace Financial	Low 0%	—	13	$560K
Estate & Retirement Strategies LLC	Low 0%	—	14	$300K
QRIA, Inc.	Typical 7%	1	14	$360K
Your Investment Advisor	Low 0%	—	14	$190K
Keats, Connelly & Associates, Inc	Very High 100%	15	15	$0
Purple Mountain Investment Advisors LLC	High 33%	5	15	$170K
Singh PWM LLC	High 33%	5	15	$1.6M
Solitude Canyon Investment Advisors, LLC	High 40%	6	15	$730K
STUDIOi, LLC	Low 0%	—	15	$340K
The Innes Associates, Ltd.	Low 0%	—	15	$170K
Ascension Advisors	Very High 69%	11	16	$1M
Castaneda Financial Management	High 44%	7	16	$1.1M
Crafted Financial Planning	High 25%	4	16	$580K
Elion Financial, LLC	High 25%	4	16	$1.1M
Planned Security Advisors LLC	Typical 6%	1	16	$200K
Viechnicki Wealth Mgmt, LLC	High 25%	4	16	$0
Walsvick Wealth Management	Low 0%	—	16	$280K
Enso Financial	Low 0%	—	17	$77K
Personal Benefits Planning LLC	Low 0%	—	17	$170K
Akkadian Wealth LLC	High 33%	6	18	$280K
Pinnacle Financial Freedom LLC	High 33%	6	18	$1.1M
Thomas Capital Management, LLC	High 28%	5	18	$690K
Trident Wealth Management, LLC	Low 0%	—	18	$310K
Alpha Financial Nordic	High 37%	7	19	$680K
Baron Capital Management, LLC	Low 0%	—	19	$110K
DSA Asset Management, LLC	High 26%	5	19	$370K
J. Mangone Capital Management LLC	Very High 63%	11	18	$2.4M
JW Hecht Wealth Management LLC	Low 0%	—	19	$320K
Sabino Investment Management, L.L.C.	Low 0%	—	19	$500K
Agnew Capital Management LLC	Low 5%	1	20	$150K
Aspen Trail Wealth Management, LLC	Very High 55%	11	20	$830K
D Squared Capital Management, LLC	Low 0%	—	20	$250K
Weiss Financial Services	Low 0%	—	20	$450K
Arizona Wealth Strategies LLC	Very High 62%	13	21	$910K
Asset Wealth Advisors, LLC	Very High 57%	12	21	$720K
Beckett Collective	High 33%	7	21	$1.6M
Continuum Wealth Management, LLC	Very High 62%	13	21	$2.2M
Neuse River Capital, LLC	Low 0%	—	21	$710K
Paul Marascalco Registered Investment Advisor	Low 0%	—	21	$390K
Stonewall Equities, Ltd.	Very High 71%	15	21	$290K
Archstone Wealth Advisors, LLC	Typical 14%	3	22	$550K
Kennon Wealth Management, LLC	Low 0%	—	22	—
Nergard Wealth Management, LLC	High 27%	6	22	$970K
Raymond John Management LLC	High 32%	7	22	$1.1M
Tehrani Wealth Management, LLC	Very High 55%	12	22	$3.7M
Integrity Advisors LLC	Low 4%	1	23	$340K
Landphair Wealth Management LLC	Typical 17%	4	23	$550K
Musser Financial Planning, LLC	Typical 13%	3	23	$170K
Pinnacle Peak Wealth Management	Very High 74%	17	23	$1.4M
Ability First	Very High 100%	24	24	$4.2K
L. Jane Heist Wealth Management, Inc.	Typical 13%	3	24	$700K
Maxwell Investment Advisory Services	Typical 21%	5	24	$390K
Silver Leaf Financial, Inc.	Low 0%	—	24	$390K
Tulip Financial Planning LLC	Low 0%	—	24	$120K
Wealthstone Private Wealth Management, LLC	Very High 54%	13	24	$1.9M
Church Capital	Low 0%	—	25	$560K
Mahogany Financial Strategies LLC	Typical 12%	3	25	$19K
Nabers Wealth LLC	Typical 20%	5	25	$840K
Wealth For Life, LLC	Typical 12%	3	25	$600K
East Valley Wealth LLC	Low 0%	—	26	$330K
Grinstead Wealth Management	Typical 15%	4	26	$290K
Wiley Capital Partners	High 42%	11	26	$1.1M
Bowman Retirement Planning	High 33%	9	27	$950K
Norris Wealth Management, LLC	Typical 19%	5	27	$250K
Clarity Northwest Wealth Management, LLC	Low 0%	—	28	—
Burris Wealth Management, Inc.	Low 0%	—	29	$400K
Fuller Asset Management, LLC	High 31%	9	29	$1.2M
LHA Capital Partners	Very High 48%	14	29	$2M
1823 Wealth Management LLC	High 37%	11	30	$290K
Jaguar Investment Services, Ltd	High 33%	10	30	$1.3M
Vibrant Wealth	Typical 17%	5	30	$840K
TheMoneyMD.com, LLC	Typical 10%	3	31	$410K
Echelon Private Wealth LLC	Low 0%	—	32	$590K
Envision Capital Management Ltd	Very High 69%	22	32	$490K
Mulligan Capital, Inc.	Low 0%	—	32	$1.3M
Pelleton Capital Management, Ltd.	Low 0%	—	32	$380K
WealthLogic	High 31%	10	32	$790K
Chevelon Capital Management LLC	Very High 70%	23	33	$1.6M
Delphi Value Investments, LLC	High 27%	9	33	$140K
Investment Trends Capital Group LLC	Typical 21%	7	33	$850K
WealthBound Advisors	Typical 9%	3	33	$83K
Camelback Capital Management, LLC	High 38%	13	34	$440K
CSW Partners, LLC	Low 0%	—	34	—
Oak Brook Asset Management, Corporation	High 35%	12	34	$1M
VM Jones Financial Consulting, L.L.C.	High 32%	11	34	$1.3M
Evergreen Investment Management, LLC	Typical 20%	7	35	$370K
Flight Capital Management, LLC	Very High 71%	25	35	$1.2M
Holyoak Wealth Management, LLC	Low 0%	—	35	$330K
Pocket Project	Low 0%	—	35	$200K
Canon Asset Management Advisory, LLC	Very High 72%	26	36	$1.7M
Hermens Capital Management, Inc	Very High 64%	23	36	$1.5M
Vintage Asset Management, LLC	Very High 58%	21	36	$910K
Jewell Wealth Management Inc.	Low 3%	1	38	$310K
Me Financial, PLLC	High 26%	10	38	$440K
O'Connor Capital Advisory, LLC	Very High 100%	38	38	$2.4M
Vault Financial, LLC	Low 0%	—	38	$970K
Belden Financial, LLC	Typical 21%	8	39	$560K
Tetrant Financial	Low 0%	—	39	$110K
The Coleridge Group LLC	High 46%	18	39	$1.4M
Beacon Bay Asset Management LLC	Low 0%	—	40	$820K
Camden Financial Management, Inc.	Very High 100%	40	40	$3.9M
Hutchison Investment Advisors	Low 0%	—	40	—
Montebello Avenue	Very High 73%	29	40	$1.4M
R.B. Financial Group	Typical 8%	3	40	$330K
Enlightened Advisors Wealth Management LLC	Low 5%	2	42	$200K
Imagine Financial Services	Low 0%	—	42	$310K
Living Room Wealth Management	Very High 52%	22	42	$1.6M
Sensible Investment Strategies, LLC	High 26%	11	42	$580K
Callahan Investment Advisor, LLC	Very High 74%	32	43	$640K
FMT Investment Advisory	Typical 19%	8	43	$570K
Lazarow Wealth Management	Typical 9%	4	43	$350K
Patel Wealth Strategies, Inc.	Typical 20%	9	45	$200K
T.A. Salomon Asset Management PLLC	Very High 89%	40	45	$670K
Corcoran Wealth Management LLC	Low 0%	—	46	$58K
Covenant Financial Advisors, LLC	Low 0%	—	46	$260K
Elevate Financial	Low 0%	—	47	$110K
Solid Rock Wealth Management	Very High 51%	24	47	$940K
Corbett Wealth Management LLC	Very High 100%	48	48	$2.1M
Life Moves Wealth Management	Typical 17%	8	48	$320K
Tarascio Financial Planning, LLC	Typical 20%	10	49	$360K
Townsend Financial	Very High 55%	27	49	$1M
Disciplined Money, LLC	Very High 64%	32	50	$1.1M
Blue Chip Financial Planning, LLC	Typical 18%	9	51	$680K
Winged Wealth Management and Financial Planning	High 45%	23	51	$890K
Joseph Wright Investments	Typical 6%	3	52	$79K
Rise Financial Group	Low 0%	—	53	—
Suttle Crossland Wealth Advisors, LLC	Very High 57%	30	53	$1.9M
The Planning Associates, Inc.	Typical 15%	8	53	$610K
Forthright Finances LLC	Low 0%	—	54	$530K
21:5 Advisors, LLC	Very High 64%	36	56	$650K
Alvarado & Associates, LLC	Low 0%	—	56	$84K
Bonnema Wealth Management LLC	Low 0%	—	56	$2M
Tortoise Wealth Management	Typical 13%	7	56	$200K
Wealth Engineering, LLC	Very High 64%	36	56	$3.1M
CRB Strategic Services LLC	Very High 47%	27	57	$1M
Linx Equities, LLC	Very High 47%	27	57	$760K
Busine Wealth	Very High 60%	35	58	$1.3M
MFA Global Consulting Group LLC	Low 0%	—	58	$8.6K
Stewardship Wealth Advisors	High 29%	34	117	$800K
Net Worth Solutions LLC	Low 0%	—	59	$830K
North Scottsdale Wealth Advisors, LLC	High 42%	25	59	$1.1M
Heintz Wealth Management, LLC	High 35%	21	60	$1.3M
Rowley Financial LLC	High 30%	18	61	$880K
Springsteel Investment Advisors, LLC	High 42%	26	62	$920K
Triumph Private Wealth	High 27%	17	63	$360K
Greater Good Financial	Typical 9%	6	66	$400K
Prescott Investor Services, Inc.	Typical 20%	13	66	$570K
Young Capital Management Inc	High 44%	29	66	$1.3M
Guardian Capital Group LLC	Low 3%	2	67	$200K
DeafInvest	Low 0%	—	68	$200K
Fleming Wealth Strategies, LLC	Low 0%	—	68	$690K
Mount Financial Freedom	High 37%	25	68	$960K
Objective Wealth, LLC	High 29%	20	68	$1.1M
The Elliott Group	Low 0%	—	68	—
369 Financial LLC	Low 0%	—	69	$190K
EDM Capital, LLC	High 28%	19	69	$840K
Domask Wealth Management, LLC	High 42%	30	71	$1.5M
Reach One Teach One Financial	Low 0%	—	72	$120K
Yavapai Financial Planning, L.L.C.	Typical 19%	14	72	$560K
Wealth Management Advisors, LLC	Low 0%	—	73	$56K
NGP Financial Planning, LLC	High 40%	30	75	$1.7M
Kingdom Wealth Advisers	Typical 9%	7	76	$340K
RFG Capital Management, LLC	Low 0%	—	76	—
Secure Retirement Advisors, LLC	Low 4%	3	76	$0
J.W. Advisors Inc.	Typical 22%	17	77	$1.2M
ProPath Financial	Typical 13%	10	77	$600K
Balanced Wealth Management	Low 0%	—	79	—
Capital Trust Wealth Management	High 34%	27	79	$970K
Delphi Wealth Partners	High 41%	32	79	$650K
Crone Wealth Management, PLLC	Low 0%	—	80	—
Firstline Financial LLC	Low 4%	3	81	$390K
Northrock Investments, Pllc	Typical 10%	8	81	$250K
Finco Investment Services, Inc.	Very High 49%	41	83	$610K
DeGreen Private Wealth, LLC	Very High 50%	42	84	$1.6M
Strategic Financial Group, PLC	Low 0%	—	85	$200K
Cash Flow Investment Services LLC	High 28%	24	86	$1.1M
Harris Investment Advisors LLC	High 44%	38	87	$320K
MDRN Wealth	High 23%	20	87	$830K
Southern Pacific Asset Management L.L.C.	Low 1%	1	87	$110K
The Linkous Group, Ltd.	Very High 82%	72	88	$630K
Abbott Capital Management Corp.	Typical 9%	8	89	$490K
Innovative Financial Solutions, Inc.	Very High 47%	42	90	$990K
Joseph Seep & Associates, LLC	Typical 16%	14	90	$390K
Momentum Financial and Insurance Services LLC	Low 0%	—	91	$650K
Harmoney Wealth, PLLC	Typical 15%	14	93	$560K
Silverman + Associates Wealth Management, LLC	High 31%	29	94	$1.1M
Goldman Wealth Management	High 39%	37	95	$1.2M
Valhalla Advisors LLC	Typical 9%	9	97	$240K
Moore Wealth Partners, LLC	Typical 20%	20	98	$350K
Trac Asset Management LLC	Typical 22%	22	99	$870K
Approach Capital LLC	Very High 85%	85	100	$1M
Retirement Income and Inheritance Advisors, LLC	Low 0%	—	100	—
Retirement Investment Advisors Inc.	Low 0%	—	100	—
Royal Palm Investment Advisors, Inc.	Typical 10%	10	101	$390K
W Wealth Advisors	Low 3%	3	101	$180K
Anchor Wealth Management, LLC	High 46%	48	105	$940K
Babin Wealth Management	Typical 8%	8	105	$270K
MacLachlan Wealth Management	High 29%	30	105	$970K
Calisi Wealth Management	High 35%	38	109	$680K
Lessard Wealth Management	Very High 65%	72	110	$350K
Financial Counsel, LLC	Very High 73%	82	112	$490K
Ironwood Wealth Advisors, LLC	Typical 22%	25	114	$820K
Gold Canyon Financial Planning	Low 0%	—	115	$370K
Di Bello Financial	High 30%	36	119	$530K
Karpinski Financial, LLC	High 25%	30	119	$700K
Cline Financial Concepts, LLC	Typical 18%	21	120	$560K
CSLA Financial Inc	Low 0%	—	122	$62K
Elevation Financial LLC	Low 0%	—	125	$240K
The Getzen Group, Inc.	Typical 10%	13	125	$520K
Swiss American Asset Management	Low 0%	—	127	$120K
The Retirement Optimization Group, LLC	Low 0%	—	131	—
Downie Financial Group	Typical 6%	8	133	$270K
PDE Wealth Advisors, LLC	Low 5%	6	139	$270K
Spahn Wealth & Retirement LLC	High 43%	57	133	$1.4M
Fenger Financial, PLLC	Typical 9%	12	138	$180K
Agave Wealth Advisors	Low 0%	—	140	$240K
Alpha Squared Capital, LLC	Low 3%	5	146	$240K
Integrated Financial Management, LLC	Typical 7%	11	148	$410K
Shealy Wealth Advisory LLC	Low 0%	—	151	$110K
Conscient Capital, LLC	Very High 100%	155	155	$190K
MACC IV Group	Typical 12%	20	170	$190K
Advisor Services, Inc.	Low 0%	—	180	$250K
Legacy Cornerstone Wealth LLC	Low 0%	—	181	$120K
Newman's Financial Planning	Typical 13%	24	182	$520K
Larson Wealth Management, LLC	Typical 9%	16	183	$200K
Brock Asset Management	Low 4%	8	198	$220K
SunRift Capital Partners LLC	Low 3%	7	205	$200K
Vision Financial Services, Inc.	Low 0%	—	218	$93K
McBee Advisors, Inc.	Typical 21%	45	219	$270K
KALTBAUM Capital Management	Very High 48%	109	227	$490K
Foxstone Financial	Typical 11%	25	230	$300K
Fleischer & Johnson Wealth Management, Inc.	Typical 9%	20	232	$440K
Financial Freedom Capital Management	Typical 9%	20	234	$220K
Cortez Wealth Advisors LLC	Low 0%	—	248	—
FORM Prosperity Wealth Advisors, LLC	Typical 11%	34	306	$370K
AZ Legacy Wealth LLC	Low 3%	9	330	$180K
Four Peaks Planning and Investments LLC	Low 3%	10	376	$160K
Spirit West Advisors, LLC	Low 4%	20	566	$200K
Clarion Advisors Inc.	Low 4%	25	632	$210K

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