HNW client percentage for Independent firms serving clients in California

Independent firms active in California 1,864 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-38%

High 38%-72%

Very High 72%-100%

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

Median: 27%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
360 Dividends	—	—	—	—
A7 Management	—	—	—	—
Acumain Capital, LLC	—	—	—	—
Affinity Asset Management	—	—	—	—
Agape Wealth Management LLC	—	—	—	—
Ajay Agrawal	—	—	—	—
Allen James Financial LLC	—	—	—	—
Alpha Strategies Investment Consulting	—	—	—	—
Altman Sacks Corporation	—	—	—	—
Altron Capital Management	—	—	—	—
American Business Capital	—	—	—	—
American Strategic Capital	—	—	—	—
Amphora Capital Investors, LLC	—	—	—	—
Amporn W. Leininger, Summit Financial Services	—	—	—	—
Andrew Arroyo Investments, LLC	—	—	—	—
AP24 Capital	—	—	—	—
Apiis Wealth Management Corp.	—	—	—	—
Applied Financial Planning, Inc.	—	—	—	—
Arcadia Private Wealth LLC	—	—	—	—
Archstone Capital Advisors	—	—	—	—
Arnie Advisors LLC	—	—	—	—
Arsenio Capital Management LLC	—	—	—	—
Astor	—	—	—	—
Aure Advisors LLC	—	—	—	—
Aurevia Capital Inc.	—	—	—	—
AURI	—	—	—	—
A Yeo Capital Management LLC	—	—	—	—
Back Nine Financial Coaching LLC	—	—	—	—
Baluden Financial	—	—	—	—
Basis Point Investments	—	—	—	—
Bay Area Wealth Advisors	—	—	—	—
Beacon Ridge Advisors LLC	—	—	—	—
Benefits Plus, LLC	—	—	—	—
Beverly Hills Financial Planners, LLC	—	—	—	—
BFF Wealth Management, Inc.	—	—	—	—
Bixy Wealth LLC	—	—	—	—
BK Chin	—	—	—	—
BMCM Finance	—	—	—	—
Bonanni, Frank	—	—	—	—
Branch & Bloom Financial Planning, LLC	—	—	—	—
Braziel & Associates, LLC	—	—	—	—
Breakaway Independent Advisors, LLC	—	—	—	—
Brian Dennis, CFPÂ®	—	—	—	—
Bright Light Capital Advisor	—	—	—	—
Brighton Advisory Group	—	—	—	—
Brinker Asset Management	—	—	—	—
Broomfield Advisory & Management	—	—	—	—
Bruce James Thomas Jr	—	—	—	—
Bruce McIndoe & Associates, Inc.	—	—	—	—
Bullbear Investment Management, LLC	—	—	—	—
California Financial Consulting LLC	—	—	—	—
Capital Adulting LLC	—	—	—	—
Capital Narrative Wealth Management	—	—	—	—
Capital Risk	—	—	—	—
Capital V Group LLC	—	—	—	—
Carl W. Large, An Accountancy Corporation	—	—	—	—
Cash Flow Technologies	—	—	—	—
Castlewood Financial Advisors, LLC	—	—	—	—
Catoosa Fund Management LLC	—	—	—	—
Centoic	—	—	—	—
Central Coast Tax & Financial Services	—	—	—	—
Chan, Arden	—	—	—	—
Cheng, Jen I	—	—	—	—
CJL Quantum Analytics	—	—	—	—
Cloud, Minturn & Associates, LLC	—	—	—	—
Clovis Wealth Partners, LLC	—	—	—	—
Coast Village Group	—	—	—	—
Commonwealth Family Office	—	—	—	—
Communitas Financial Planning PBC	—	—	—	—
Compass Rose Financial Planning & Investment Management	—	—	—	—
Contrarian Labs Inc.	—	—	—	—
Corcovado Investment Advisors, LLC	—	—	—	—
Count Your Beans Financial Planning LLC	—	—	—	—
Craig V. Castanos CPA	—	—	—	—
Creative Financial Advisor Group LLC	—	—	—	—
Crest Wealth Management LLC	—	—	—	—
C & T Financial Services Group, Inc.	—	—	—	—
Cycle Financial Planning LLC	—	—	—	—
DABK Financial Planning Services	—	—	—	—
Daniel M.. Stern, LLC	—	—	—	—
Dao Trading & Advisory Inc.	—	—	—	—
David, Alan R.	—	—	—	—
David Thomas, CPA, Esq., PC	—	—	—	—
Delta Capital Management	—	—	—	—
Derderian Wealth Management, LLC	—	—	—	—
Desai Wealth LLC	—	—	—	—
De Vries Asset Management, LLC	—	—	—	—
Diversified Financial Management Group, LLC	—	—	—	—
Do, Len D	—	—	—	—
Dollar Sign Ventures LLC	—	—	—	—
Dotch Capital	—	—	—	—
Eagle Money Advisors	—	—	—	—
East Shore Investment Management LLC	—	—	—	—
Economic Research and Insurance Solutions, LLC	—	—	—	—
E. Demmler and Associates	—	—	—	—
Edwin Chiang Investment Advisor	—	—	—	—
Eedara Financials	—	—	—	—
EE Fund Management, LLC	—	—	—	—
Effective Finance LLC	—	—	—	—
Empowering Financial	—	—	—	—
Envision Financial Planning	—	—	—	—
Epic Wealth Advisors, Inc.	—	—	—	—
Equity X Investments, LLC	—	—	—	—
Famco	—	—	—	—
Farid Consulting	—	—	—	—
FD Wealth Advisors, LLC	—	—	—	—
Felspar Financial	—	—	—	—
FengCapital LLC	—	—	—	—
FIAT LUX Financial Planning	—	—	—	—
Fiduciary Wealth Partners	—	—	—	—
Financial Analytical Services, Inc.	—	—	—	—
Financial Client	—	—	—	—
Financial Essentials 4 Life, Inc.	—	—	—	—
Financial Security Planning Services, Inc.	—	—	—	—
Financial Services Group	—	—	—	—
Fintent	—	—	—	—
FinZ Advisors, LLC	—	—	—	—
Fireside Finances, LLC	—	—	—	—
FIRN Advisors LLC	—	—	—	—
Five Talents Wealth Management	—	—	—	—
FlipWithLou&Kip LLC	—	—	—	—
Flyway Advisors	—	—	—	—
Forrest Michael Leichtberg	—	—	—	—
Forward 360	—	—	—	—
FOX Wealth Strategies	—	—	—	—
Frame Wealth Management	—	—	—	—
Frequency Capital Advisors, LLC	—	—	—	—
FSAQ Capital Management LLC	—	—	—	—
Gaines, John Andrew	—	—	—	—
Gaylord Wealth Management, LLC	—	—	—	—
Global Advisors, LLC	—	—	—	—
Golden Gate Advisors, Inc.	—	—	—	—
Gomez Financial Planning	—	—	—	—
GOTMAN-MATUSOVSKAYA, Julie Evgenievna	—	—	—	—
Gouda Wealth Planning	—	—	—	—
Green Harvest, Green Harvest Capital Management	—	—	—	—
Greenlight Financial Planning, LLC	—	—	—	—
Gregory Advisors Inc.	—	—	—	—
Grossman Financial Management	—	—	—	—
Gutman Financial Planning LLC	—	—	—	—
Gwan Global Services, Corp.	—	—	—	—
GW Asena Pty Ltd	—	—	—	—
Hall Financial Wellness	—	—	—	—
Hancock Wealth Advisory	—	—	—	—
Hermosa Capital Management, LLC	—	—	—	—
Herriot Financial, LLC	—	—	—	—
H H Financial Consultants	—	—	—	—
Hickok Advisory, LLC	—	—	—	—
Hillhurst Wealth Management LLC	—	—	—	—
Holistic-Solutions	—	—	—	—
Holly Donaldson Financial Planning, LLC	—	—	—	—
Holt Investment Partners LLC	—	—	—	—
H.S. Financial, Inc.	—	—	—	—
Hunter VIP Investments, LLC	—	—	—	—
Hutchison Road Partners, LLC	—	—	—	—
Iammarino, Nicholas J.	—	—	—	—
IHP Wealth Management	—	—	—	—
Indigo Private Wealth	—	—	—	—
Ingeniq Capital	—	—	—	—
ING Wealth	—	—	—	—
Inplay Global Advisors	—	—	—	—
INTEG Financial Investment Advisory LLC	—	—	—	—
Integral Financial LLC	—	—	—	—
Integrity Advisers LLC	—	—	—	—
Internet Securities	—	—	—	—
Invantage Capital LLC	—	—	—	—
IO Advisors, LLC	—	—	—	—
James P. Hanson Accountancy Corporation	—	—	—	—
Jane C. Kelley	—	—	—	—
JBB Financial, LLC	—	—	—	—
JGL Advisory LLC	—	—	—	—
JHL Investment Firm Inc	—	—	—	—
Jie Shen, CFA	—	—	—	—
Johnson's Capital Partners Corporation	—	—	—	—
J. Oliver Maxwell, LLC	—	—	—	—
Kam Awrabi Capital Investment Company	—	—	—	—
Kanaka Strategies	—	—	—	—
Katy Song Financial Planning, Inc.	—	—	—	—
Kenneth Dean & Co Financial Advisory Services	—	—	—	—
Kessler Financial Services	—	—	—	—
K financial Services, LLC	—	—	—	—
Khalis Financial Advisors LLC	—	—	—	—
Kingston Financial Services	—	—	—	—
Kobata Financial	—	—	—	—
Law Office of Jamie Townsend	—	—	—	—
Legacy Wealth, Inc.	—	—	—	—
Liberty Financial Group, Inc.	—	—	—	—
Lilac Wealth, LLC	—	—	—	—
Lone Wolf Wealth Management	—	—	—	—
Los Gatos Financial LLC	—	—	—	—
Lotus Oak Capital Institute	—	—	—	—
Madanat Financial Services	—	—	—	—
Mangrove Advisors, LLC	—	—	—	—
Matthew H. Lam, CPA	—	—	—	—
Melo Out Financial, LLC	—	—	—	—
MGN and Co LLC	—	—	—	—
Mi4 Capital, LLC	—	—	—	—
MinorKey Management	—	—	—	—
Miotto, Jordan Philip	—	—	—	—
Mission Capital Advisors Inc.	—	—	—	—
Moat Capital	—	—	—	—
Mont	—	—	—	—
Morningview Capital	—	—	—	—
Mt. Timp Capital	—	—	—	—
Munro Asset Management L.L.C.	—	—	—	—
My Advisors, LLC	—	—	—	—
MyFi Financial	—	—	—	—
National Retirement Institute	—	—	—	—
NET Financial	—	—	—	—
New Phase Financial	—	—	—	—
New Talents Financial Services Inc	—	—	—	—
Next Alpha Capital, LLC	—	—	—	—
Next Play Wealth	—	—	—	—
Nine Gems Investment Management	—	—	—	—
Noor Financial Services	—	—	—	—
North County Financial Planning, LLC	—	—	—	—
Northern Star Generational Wealth	—	—	—	—
Nuna Investments	—	—	—	—
Oak Bay Financial, LLC	—	—	—	—
Odyssey Financial Services LLC	—	—	—	—
Ogden, Thomas	—	—	—	—
Olde World Investments	—	—	—	—
Old World Financial Advisors	—	—	—	—
Open Path Financial	—	—	—	—
Optimo Capital	—	—	—	—
Ornate Investment Managers LLC	—	—	—	—
Outflyers LLC	—	—	—	—
Outlive Financial Planning LLC	—	—	—	—
Pacific Empire Financial	—	—	—	—
Pacific Equity Advisors LLC	—	—	—	—
Pacific Shores Investment Advisors	—	—	—	—
Pacific Wealth Advisors	—	—	—	—
Patels and Company Capital	—	—	—	—
Paul M. Wendee & Associates	—	—	—	—
Pax Horizon Wealth Management, LLC	—	—	—	—
Penmar	—	—	—	—
Peterkofsky, Roy	—	—	—	—
Pezzi Wealth Management LLC	—	—	—	—
PFL Partners LLC	—	—	—	—
Pharaoh Financial Group, Inc.	—	—	—	—
Phil Advisors LLC	—	—	—	—
Pinecone Financial	—	—	—	—
Pinnacle Capital Management	—	—	—	—
Powerhouse Financial Advisors, Inc.	—	26	256	—
Propel Private Wealth LLC	—	—	—	—
Prosperity Planning and Advisory, LLC	—	—	—	—
Purpose Capital Advisors	—	—	—	—
Quant Portfolio Management	—	—	—	—
Queensbury Global Advisors	—	—	—	—
Quid Capital	—	—	—	—
RabbitPlans	—	—	—	—
Railroad Canyon Insurance and Financial Services	—	—	—	—
RAJS Funds	—	—	—	—
Randall Stone Financial	—	—	—	—
Ratner & Associates LLC	—	—	—	—
Raven Wealth Advisors	—	—	—	—
Raymond Liao Investment Advisor	—	—	—	—
RaynMaker Financial	—	—	—	—
Rcv Financial Services	—	—	—	—
RC Wealth Management	—	—	—	—
REA Investments, LLC	—	—	—	—
R.E.A.L. Coach	—	—	—	—
Retirement Planning Partner LLC	—	—	—	—
Retirement Wealth Group, Inc	—	—	—	—
Richner Capital LLC	—	—	—	—
Riverwest Financial LLC	—	—	—	—
R. L. Rigard & Associates Ltd.	—	—	—	—
RMH Advisors, LLC	—	—	—	—
RO2 WEALTH	—	—	—	—
Robin Lee Wealth Management	—	—	—	—
Rooney Wealth Management	—	—	—	—
Roth Builder Investments	—	—	—	—
Rowland Financial Services	—	—	—	—
RTB Wealth Advisors, LLC	—	—	—	—
Rubric Advisors LLC	—	—	—	—
Run Free Capital LLC	—	—	—	—
Rushmore Capital Partners	—	—	—	—
Sage Investment Group	—	—	—	—
Sage Wealth Solutions, LLC	—	—	—	—
San Francisco Asset Solutions	—	—	—	—
Santa Cruz Financial	—	—	—	—
Sapphire Wealth Advisory	—	—	—	—
Sea Breeze Analytics	—	—	—	—
Sefton Financial Planning	—	—	—	—
Selleck Financial Group	—	—	—	—
Semaphore Investments	—	—	—	—
Shift 4 Advisors, Inc.	—	—	—	—
Shlecter Wealth Management, LLC	—	—	—	—
Shorestown Partners LLC	—	—	—	—
SkySphere LLC	—	—	—	—
Slater Tompkins Legacy, LLC	—	—	—	—
SmartCourse Advisory, LLC	—	—	—	—
Smith Company Financial Advisors / Fusion Funds	—	—	—	—
Sobora Capital	—	—	—	—
SO LLC	—	—	—	—
Sonrisa Investment Management, LLC	—	—	—	—
SOP Advisors LLC	—	—	—	—
Sorunke Wealth Advisors	—	—	—	—
Southfork Investment Management	—	—	—	—
Sow and Reap Financial LLC	—	—	—	—
Stakeholder Enterprise	—	—	—	—
stonebridge wealth management llc	—	—	—	—
Stone & Newhouse Wealth Advisory	—	—	—	—
Stormbreaker Financial LLC	—	—	—	—
STQ Capital	—	—	—	—
Tennext LLC	—	—	—	—
The Dean's List	—	—	—	—
The DR Team	—	—	—	—
The Guardino Financial Group	—	—	—	—
The Tides Group	—	—	—	—
The Wheeler Corr Group, LLC	—	—	—	—
Third Act Financial Planning LLC	—	—	—	—
Tian Capital LLC	—	—	—	—
Torrey Pines Investment Management	—	—	—	—
Touchstone Financial Planning	—	—	—	—
Trade Therapy, LLC	—	—	—	—
Treasure Chest Financial	—	—	—	—
Trovera Capital Management, LLC	—	—	—	—
T. Sharp Wealth Management	—	—	—	—
Turken Investments LLC	—	—	—	—
Tusker Capital, LLC	—	—	—	—
Ty Rollins, Inc.	—	—	—	—
Valley Center Advisors	—	—	—	—
Vallon Capital LLC	—	—	—	—
Value Resources Financial Group, LLC	—	—	—	—
Vere Chappell	—	—	—	—
Veros Capital Management, Inc.	—	—	—	—
Vertex Investments Group	—	—	—	—
Viridian Way LLC	—	—	—	—
Virtuoso Wealth Management	—	—	—	—
Vortalis Wealth Management LLC	—	—	—	—
Wayne Gilbert & Company	—	—	—	—
W. C. Buckingham, CPA	—	—	—	—
Wealth Advisory Lab LLC	—	—	—	—
Wealth Cairn, LLC	—	—	—	—
Wealthie Advisors	—	—	—	—
Wealth Management Institute, Inc.	—	—	—	—
Wealth Managers, Inc.	—	—	—	—
WealthMap Planning	—	—	—	—
Wealth One Advisors	—	—	—	—
Wealthwise Asset Management LLC	—	—	—	—
Wentworth-Baer Wealth Management	—	—	—	—
West-East Wealth Management, LLC	—	—	—	—
William C. Hoeffer, Jr. Inc.	—	—	—	—
William Henry Yarnall III	—	—	—	—
William Horsfall and Associates	—	—	—	—
Wilson, Clark Allen	—	—	—	—
Wilson, Mark Henry	—	—	—	—
Wolfe Signal Capital LLC	—	—	—	—
Woo, Kenneth Wing Kwok	—	—	—	—
WRW Wealth Advisors	—	—	—	—
XFO Capital	—	—	—	—
Xwealth	—	—	—	—
YLP Financial, LLC	—	—	—	—
Your Money Coach Financial Services	—	—	—	—
Yu Financial Advice, LLC	—	—	—	—
Zapa Investing LLC	—	—	—	—
Abundance Pathways	Low 0%	—	1	$110K
Acorn Financial Planning	Very High 100%	1	1	$1M
Aionios Capital Partners, LLC	Very High 100%	1	1	$2.5M
Arena Advisors LLC	Low 0%	—	1	$180K
Armadale Asset Management LLC	Very High 100%	1	1	$690K
Bassin, Bruce	Low 0%	—	1	—
Calabazas Creek Advisors, LLC	Very High 100%	1	1	$920K
Carpe Diem Financial Life Planning	Very High 100%	1	1	$2M
Chrysadia Financial, LLC	Low 0%	—	1	—
Conaghan Financial Services	Low 0%	—	1	$260K
Corley Investment Management	Low 0%	—	1	—
Cow Capital Inc	Low 0%	—	1	$0
Crenshaw Capital Management	Low 0%	—	1	$3.1K
Encompass Financial Services	Low 0%	—	1	$2.2M
Episteme Advisors	Low 0%	—	1	$25K
Exciten Capital LLC	Very High 100%	1	1	$1.5M
FinCrafters Advisory LLC	Very High 100%	1	1	$1.1M
Gamble Capital Strategies	Low 0%	—	1	—
Greenerbucks	Low 0%	—	1	$180K
Harbor Road Capital Management LLC	Low 0%	—	1	$500K
Investment Dept.	Low 0%	—	1	$180K
Joseph M. Sebo, CFP Inc.	Very High 100%	1	1	$2M
Kauzer Capital Management, LLC	Low 0%	—	1	$510K
Kin Stewards LLC	Very High 100%	1	1	$3.4M
Kubence	Low 0%	—	1	$570K
Linda A. Walker, CFP	Low 0%	—	1	—
Loam Advisory	Low 0%	—	1	$0
Lyon Wealth Advisory LLC	Very High 100%	1	1	$0
Magnolia Capital Asset Management LLC	Very High 100%	1	1	$400K
Most Capital	Low 0%	—	1	$250K
Native Finance Investment Advisory	Very High 100%	1	1	$1M
Omnikey Investment Advisors	Low 0%	—	1	—
Onus Observer LLC	Low 0%	—	1	$35K
Orchid Wealth Management	Low 0%	—	1	$1.3M
Pearson, Frederick, Norman Jr.	Very High 100%	1	1	$76K
Recalibrating Wealth	Low 0%	—	1	—
Scundi Investment Management, LLC	Very High 100%	1	1	$500K
Sporl & Company	Very High 100%	1	1	$1M
TCM Investment Advisers	Low 0%	—	1	$66K
Temecula Valley Stock Exchange	Low 0%	—	1	$3K
Abacus Wealth International (AWI)	Very High 100%	2	2	$140K
AC3 Capital	Very High 100%	2	2	$9.4M
AGenTech Equities, LLC	Low 0%	—	2	$230K
Amplified Alpha	Low 0%	—	2	$140K
Andrey, Douglas	Low 0%	—	2	$820K
Banyan Lake Capital LLC	Low 0%	—	2	$470K
Behavior Shift	Low 0%	—	2	$330K
Bent Creek Capital LLC	Low 0%	—	2	$280K
Circuit Wealth LLC	Low 0%	—	2	$620K
Culture Capital Partners, LLC	Low 0%	—	2	$38K
Del Monte Capital, Inc.	Very High 100%	2	2	$130K
Douglas Brian Neyland	Low 0%	—	2	$3.7M
Emerald Hills Capital, LLC	High 50%	1	2	$3.2M
EnvisionX Capital, LLC	High 50%	1	2	$420K
Fedeli Financial, LLC	Very High 100%	2	2	$2.6M
Grealish Investment Counseling LLC	Very High 100%	2	2	—
Haney Capital Management	Low 0%	—	2	$970K
Inherent Wealth Fund, LLC	Low 0%	—	2	$410K
Ivy Advisors, LLC	Very High 100%	2	2	$7.5M
Johnson, Marshall, Lee	Low 0%	—	2	$3.1K
JSW Global Capital Group	Very High 100%	2	2	$930K
La Loma Capital	Very High 100%	2	2	$950K
Luke Capital	Low 0%	—	2	$15K
Maney Wealth	Very High 100%	2	2	$4.7M
Nomad Financial	Low 0%	—	2	$1.9M
Olivehurst Advisors LLC	Low 0%	—	2	—
On Keel Capital	Very High 100%	2	2	$2.6M
Panthera Capital LLC	Very High 100%	2	2	$720K
Phoenix Investment	Very High 100%	2	2	$11K
Probert Investment Advisers, LLC	Very High 100%	2	2	$7.7M
Propulsion Capital Management LLC	High 50%	1	2	$370K
Retirement Planners	Low 0%	—	2	$150K
Seapoint Capital Management LLC	Very High 100%	2	2	$1.6M
Sierra Financial Management Co.	Low 0%	—	2	$6.1M
S & L Financial Management	Low 0%	—	2	$340K
Sodium Advisors Inc.	Very High 100%	2	2	$29M
SoHo Financial Services, LLC	Very High 100%	2	2	$650K
Sterling Advisory Services, LLC	Very High 100%	2	2	$3.1M
Two Palms Financial	Low 0%	—	2	$8.6M
Velev Advisors	Low 0%	—	2	$850K
Whiteswan Trading Corporation	Low 0%	—	2	$3K
Align Investment Advisors, LLC	Very High 100%	3	3	$670K
Avalon Financial Advisors	High 67%	2	3	$1.4M
Bricks & Mortar Capital	Low 0%	—	3	$2.1M
California Benefits and Retirement Group, LLC	Low 0%	—	3	$82K
Campton Private Equity Advisors	Very High 100%	3	3	$0
CDB Advisory & Consulting	Very High 100%	3	3	$8.4M
Cohen, Steven J CFA	Low 0%	—	3	$330K
Colva Capital LLC	Low 0%	—	3	$380K
De Mayo Financial	Low 0%	—	3	$0
Edgar Investment Management LLC	Very High 100%	3	3	$2.1M
Endowe Advisory LLC	Low 0%	—	3	$100
Eriksen Capital Management	Low 0%	—	3	$4.5M

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