HNW client percentage for Independent firms serving clients in Arkansas

Independent firms active in Arkansas 55 firms

Very Low 0%-0%

Low 0%-0%

Typical 0%-20%

High 20%-34%

Very High 34%-83%

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

Median: 10%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Corvum Investment Management	—	—	—	—
Crystal Oak Wealth Management, LLC	—	—	—	—
Daniel Financial Group, Inc.	—	—	—	—
Duck State Financial	—	—	—	—
Minas Financial Planning	—	—	—	—
Pape Financial	—	—	—	—
Tekton Wealth Advisors	—	—	—	—
McGehee Capital Management	Very High 100%	2	2	$120K
5thn Financial LLC	Typical 0%	—	3	$56K
Eagle Valley Wealth Management	High 33%	1	3	$180K
Sovereign Capital LLC	Typical 0%	—	3	$890K
JWL & Associates, Inc.	Typical 0%	—	4	$450K
Hoffman Capital Management, LLC	Typical 0%	—	7	$85K
Summerhill & Co., LLC	Typical 0%	—	7	$690K
Cornerstone Financial Consulting LLC	Typical 0%	—	8	$370K
Do Wealth Different	Typical 0%	—	8	$130K
New Day Wealth Management, LLC	Typical 0%	—	8	$44K
Taurus Financial Planning	Very High 100%	8	8	$590K
Antoine Wealth Management	Typical 0%	—	9	$460K
Valuepoint Partners, Inc.	Very High 100%	10	10	$1.3M
Crosscurrent Wealthmanagement, LLC	Typical 0%	—	12	$110K
Llewellyn Financial LLC	Typical 0%	—	12	$78K
Watson House Investment Management, LLC	Very High 64%	9	14	$1.4M
Gray Financial Planning LLC	High 33%	5	15	$370K
Krueger Asset Management, LLC	High 27%	4	15	$130K
New Southern Advisory Services	Very High 62%	13	21	$1.9M
Wealth Ready	Typical 0%	—	22	$73K
Holy City Prosperity, LLC	High 27%	7	26	$1M
Campbell Financial Advisory, LLC	Typical 3%	1	31	$200K
Hickman Financial, LLC	Typical 0%	—	31	$94K
Alliance Wealth Management, LLC	High 29%	10	35	$300K
Good Life Wealth Management LLC	Very High 75%	27	36	$550K
CIC Investment Consultants, LLC	High 29%	11	38	$890K
Advanced Retirement Solutions, Inc.	High 20%	8	41	$110K
SignalUp Wealth, LLC	Typical 15%	6	41	$280K
Spicer Capital	Typical 15%	6	41	$230K
Sound Capital	Typical 0%	—	42	$160K
BIAR Legacy, LLC	Typical 0%	—	44	$120K
Forty Three Eighteen Advisors, LLC	Very High 56%	25	45	$3.4M
Steve Chastain Wealth Management LLC	Typical 0%	—	46	$150K
Hot Springs Asset Management, Inc.	Typical 0%	—	49	$360K
Tooth & Coin Wealth	High 33%	18	54	$410K
Auxarc Asset Management Company	Typical 5%	3	57	$190K
Dogwood Financial Planning	High 33%	19	57	$0
Elevated Wealth LLC	Very High 38%	23	60	$360K
New Horizon Asset Management	Typical 0%	—	60	$1.1M
APEX Wealth Management	Very High 41%	27	66	$720K
St Bernard Asset Management, Inc.	Typical 4%	3	69	$400K
Financial Professionals Incorporated	Typical 16%	11	70	$290K
Sylamore Investments LLC	Very High 55%	44	80	$1M
Providence Asset Management LLC	Very High 54%	44	81	$1.2M
Hulsey Capital Management, Inc.	High 28%	23	83	$1.3M
Majestic Oak Financial, LLC	Typical 10%	8	84	$610K
Fountain Financial & Tax	Typical 0%	—	91	$130K
Quraishi Wealth Management	Typical 11%	10	91	$580K
Caprock Wealth Management	High 31%	31	100	$830K
Portico Financial Group, LLC	High 21%	21	101	$280K
Deep Roots Capital	Typical 9%	10	111	$410K
Stone Financial	Typical 1%	1	148	$130K
Stoffel Financial Advisor's, LLC	Typical 0%	—	150	—
Waller Wealth Management, LLC	Typical 0%	—	290	$240K
O'BRYANT & ASSOCIATES, Inc.	Typical 0%	—	359	—

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