HNW client percentage for Independent firms serving clients in Connecticut

Independent firms active in Connecticut 187 firms

Very Low 0%-0%

Low 0%-24%

Typical 24%-46%

High 46%-80%

Very High 80%-100%

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

Median: 35%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Brooklands Partners, LLC	—	—	—	—
Cedar Lane Advisors, LLC	—	—	—	—
Connecticut Cambridge Advisors	—	—	—	—
Donaldson Financial Wellness Network, LLC	—	—	—	—
Edgon Advisory LLC	—	—	—	—
Educated Wealth & Financial, LLC	—	—	—	—
Fortress Financial Management	—	—	—	—
GCD Financial Planning and Advisory Services	—	—	—	—
Grosso Wealth Management LLC	—	—	—	—
Growe Capital Advisors, LLC	—	—	—	—
Highlight Advisors LLC	—	—	—	—
JC Capital Advisors Group LLC	—	—	—	—
JGS Wealth Management, LLC	—	—	—	—
Longavista Advisors, LLC	—	—	—	—
Narrow Path Guidance, LLC	—	—	—	—
NJK Wealth Management	—	—	—	—
Optimum Financial LLC	—	—	—	—
ProSophia Advisors, LLC	—	—	—	—
Ravine Road Advisors	—	—	—	—
Rondeivu Advisory	—	—	—	—
Rosales Wealth Group LLC	—	—	—	—
Strategic Investment Planning LLC	—	—	—	—
Summer Family Advisors LLC	—	—	—	—
Synthesis Capital Group	—	—	47	—
The DeBart Group Inc.	—	—	—	—
Thrivealike LLC	—	—	—	—
Vision Wealth Advisory	—	—	—	—
Von Kohorn Research & Advisory, Inc.	—	—	—	—
Waldo.AI, Inc.	—	—	—	—
Wavelet Capital	—	—	—	—
Wealth Forward Advisors	—	—	—	—
Wealthguard LLC	—	—	—	—
Webster Wealth Advisors, Inc.	—	—	—	—
Firmiacer Investment LLC	Low 0%	—	1	$920K
Robin Pinkham Investment Advisory, LLC	Low 0%	—	1	$500K
Silversea Capital, LLC	Low 0%	—	1	—
HarborAdvisors, LLC	Low 0%	—	2	—
Hunjo LLC	Very High 100%	2	2	$1.6M
Seneca Wealth Advisors, LLC	Low 0%	—	2	$670K
Little Point Capital, LLC	Very High 100%	3	3	$12M
Nonesuch Advisors	Low 0%	—	3	—
Trendhaven Investment Management, LLC	Very High 100%	3	3	$660K
Euclid Harding, LLC	High 75%	3	4	$700K
Revelations Asset Management LLC	Very High 100%	4	4	$11K
Smartvalue Investment Management, LLC	Low 0%	—	4	$470K
Wolfhound Wealth	Very High 100%	4	4	$3M
Elm Tree Capital Management LLC	Very High 100%	5	5	$800K
Foundation Financial Inc.	Very High 100%	5	5	$3.5M
Granite Hill Capital Management, LLC	High 60%	3	5	$3.3M
Hamilton Advisors Inc	Very High 80%	4	5	$9.4M
McCary Anheuser Wealth Management, LLC	High 60%	3	5	$1.6M
Oceanus Research LLC	Very High 100%	5	5	$600K
Prospect Advisors, LLC	Very High 80%	4	5	$5.2M
Vihar Capital Management	Very High 100%	5	5	$720K
Your Choice Financial, LLC	Low 0%	—	5	$150K
Chieco Capital Management, LLC	Low 0%	—	6	$1.5M
Global Hill Wealth Advisors LLC	Low 0%	—	6	$140K
Goodstead	Low 0%	—	6	$600K
Makenna & Company, Inc.	Low 0%	—	6	$630K
McClain Value Management, LLC	Very High 100%	6	6	$3.8M
Navigator Financial LLC	Very High 100%	6	6	$680K
Schemco, LLC	Low 0%	—	6	$1.1M
Shine Financial Services, LLC	Low 17%	1	6	$3.4M
Butler & Co., Inc.	Low 0%	—	7	$1.3M
Harvested Financial, LLC	Low 0%	—	7	$610K
RLR Capital Management, Inc.	Very High 86%	6	7	$1.3M
Waypoint Strategic Wealth LLC	Very High 100%	7	7	$3M
In the Money Retirement Planning Limited Liability Company	Typical 38%	3	8	$130K
Mountain Capital Management Inc	Very High 100%	8	8	$8.4M
Olive Tree Ridge Investment Advisors	High 63%	5	8	$2.1M
Spree Capital Advisers	Very High 100%	8	8	$1.5M
The WF Group, LLC	Very High 100%	8	8	$1.4M
Three Lakes Advisors, Inc.	High 50%	4	8	$2.1M
Wealth Protection Management	Typical 25%	2	8	$1.7M
Cropsey Asset Management, LLC	High 67%	6	9	$5.3M
MBS Mantra, LLC	Very High 100%	9	9	$780K
Paulson Private Wealth LLC	Low 22%	2	9	$700K
Compound Wealth Advisors	High 60%	6	10	$1.1M
Kane Financial Planning	Low 20%	2	10	$620K
Layered Financial, LLC	Low 0%	—	10	$0
Morgan House Capital, LLC	Low 0%	—	10	$210K
Divergence Capital Management	Low 0%	—	11	$270K
Greenfield Financial Services, LLC	Low 18%	2	11	$230K
Green Pastures Wealth Management LLC	Low 0%	—	11	$290K
Indigo Asset Management, Inc.	Very High 82%	9	11	$1M
Sursum Financial LLC	Typical 27%	3	11	$290K
Del Gallo Financial Services, LLC	Very High 100%	12	12	$480K
DIA LLC	Very High 100%	12	12	$0
KCCS Management Inc.	Very High 100%	12	12	$2.6M
Manor Park Capital LLC	High 67%	8	12	$880K
Securities Industry Management Corp.	Very High 100%	12	14	$1.1M
Tadpole Investments LLC	Low 17%	2	12	$170K
Troika Investment Advisors, LLC	Low 0%	—	12	$920K
USA 401K	Low 0%	—	12	$680
Oak Grove Management LLC	Very High 100%	13	13	$3.2M
Sealex Advisory, LLC	Low 0%	—	13	$450K
Shaffer Asset Management, Inc.	Typical 38%	5	13	$220K
JKG Capital LLC	Very High 86%	12	14	$750K
Quarve Associates, LLC	Very High 100%	14	14	$3.4M
RCH Fields Family Wealth Management LLC	Low 14%	2	14	$1.9M
RidgePoint Wealth Advisors LLC	Low 21%	3	14	$860K
Tam Capital Management Inc	Very High 100%	14	14	$6.6M
Shehu Asset Management, LLC	Low 0%	—	15	$160K
Dewitt Capital Management LLC	Low 0%	—	16	$1.3M
CFIG Investment Advisory Services, LLC	High 65%	11	17	$1.8M
RAS Capital Services, Inc.	Typical 29%	5	17	$3.2M
Balanced View Capital, LLC	Typical 39%	7	18	$1.1M
Blue Keel Financial Planning	Low 0%	—	18	$740K
Broad Wealth Management, Inc.	Very High 100%	18	18	$0
Compo Advisors, LLC	High 72%	13	18	$1.3M
IWM Advisors, LLC	Very High 100%	18	18	$0
Martorell Capital Partners, LLC	Very High 100%	18	18	$2.9M
Real Financial Planning, LLC	Low 0%	—	18	—
Savrin	Very High 100%	19	19	$370K
Adriatic Wealth Management LLC	Low 0%	—	20	$130K
Peattie Capital Management	Very High 100%	20	20	$2M
RLS Financial Group, Inc.	High 60%	12	20	$370K
Weston Wealth Advisors, LLC	Typical 45%	9	20	$1.3M
Apogee Tactical	Typical 38%	8	21	$960K
B.P. Walsh and Co., LLC	Low 5%	1	21	$560K
Caliber Wealth Advisory	Typical 38%	8	21	$1.1M
Open Circle Wealth Partners	High 48%	10	21	$1.8M
Parker Wealth Management, LLC	High 62%	13	21	$790K
SKM Wealth Management, LLC	High 73%	16	22	$1.3M
Riskin Wealth Management, LLC	Typical 39%	9	23	$870K
BE Investment Management	Low 0%	—	24	$540K
LDL Capital Management, LLC	Very High 100%	25	25	$1.8M
Marathon Investments, LLC	Low 0%	—	25	$400K
Northshire Consulting, LLC	Low 0%	—	25	$120K
Sound Trust Wealth Advisors, LLC	High 64%	16	25	$740K
Key Financial Concepts, Inc.	Typical 31%	8	26	$420K
Wiley Capital Partners	Typical 42%	11	26	$1.1M
Lifestyle Financial Strategies, LLC	Low 0%	—	27	$830K
Arete Capital Management	Low 0%	—	28	$900K
Cooper Capital, Inc.	Typical 39%	11	28	$610K
Triathlon Partners LLC	High 57%	16	28	$2.1M
JQR Capital Management, LLC	Low 0%	—	29	$140K
Polymath Capital Advisors, LLC.	Low 10%	3	29	$490K
Blair Capital Management	Typical 37%	11	30	$1.3M
Bright Asset Management	High 67%	20	30	$2.1M
DSW Investment, LLC	Very High 100%	30	30	$2.8M
Stone Lake Wealth Management, LLC	Very High 100%	30	30	$2.1M
The Real Wealth Coterie	Low 0%	—	30	$280K
Fleurus Investment Advisory, LLC	Typical 42%	13	31	$1.5M
Soaring Capital Management, LLC	Very High 100%	31	31	$1.8M
Summit Investment Management, LLC	Typical 26%	8	31	$690K
Araglan Capital Management, LLC	Typical 25%	8	32	$750K
DocsFP	Typical 30%	10	33	$440K
Salzman Financial Management LLC	Typical 27%	9	33	$1.3M
Norfield Capital, LLC	Typical 44%	15	34	$240K
Norman Kramer Investments, Inc.	Typical 31%	11	36	$1.1M
Validea Capital Management LLC	High 64%	23	36	$1.5M
MFC Portfolios, Inc	High 73%	27	37	$1.7M
MyFinancialPro, LLC	High 49%	18	37	$1.6M
Nutmeg Capital Advisors, LLC	High 51%	19	37	$1.1M
Spano Advisory Services Inc.	Typical 29%	11	38	$1.1M
Twenty-First Century Financial Advisors Inc	Low 13%	5	38	$1.8M
Calidris Financial, LLC	High 54%	21	39	$1M
Fenwick Investments, LLC	Low 10%	4	39	$340K
Alexa Wealth Management, LLC	Typical 30%	12	40	$430K
Jadim Wealth Management, LLC	Typical 28%	11	40	$640K
Prometheus Investment Advisors LLC	Low 23%	9	40	$540K
Calcagnini Wealth Management, LLC	Very High 85%	35	41	$900K
Northmont Wealth Management LLC	Typical 29%	12	41	$560K
Rawlings Wealth Management	Low 12%	5	41	$430K
Rockhouse Capital, LLC	High 56%	23	41	$150K
Brenneman Investment Adviser, LLC	High 60%	25	42	$290K
Horizon Financial Advisors, LLC	Very High 100%	42	42	$420K
Lifeline Financial, LLC	Typical 38%	16	42	$1.7M
McCauley Investments Advisors LLC	Low 0%	—	42	$200K
Glastonbury CPA's Financial Advisors, LLC	Low 0%	—	43	$750K
Infinity Financial Strategies, LLC	Typical 34%	15	44	$830K
Brae Head, Inc.	High 47%	22	47	$1.8M
Financial Advantage Advisors Co.	Typical 38%	18	47	$440K
Moreau Investment Management Co	Typical 43%	20	47	$1.3M
Affinity Financial Solutions, LLC	Low 0%	—	48	$120K
Worrell Advisory Services	Low 0%	—	49	$130K
Farmingbury Financial Services, LLC	Low 0%	—	50	$140K
Nexgen Investments LLC	Low 10%	5	50	$460K
Proyash Capital Management	Low 0%	—	50	$50K
P-Squared Capital Management	High 62%	31	50	$1.9M
Reach Strategic Wealth LLC	Low 16%	8	50	$430K
Karagosian Financial Services, Inc	Low 23%	12	52	$510K
Ronald J. Iannucci CFP	Low 0%	—	53	$58K
Capital Planning Consultants, LLC	Typical 26%	14	54	$690K
Frontsight Wealth Advisors, LLC	Low 20%	11	54	$680K
Panarella Wealth Management LLC	High 51%	28	55	$920K
Loretta Nolan Associates, LLC	High 71%	40	56	$2.4M
Capable Wealth, LLC	Low 14%	8	57	$370K
Financial Planning Associates, LLC	High 56%	33	59	$1.3M
Sound Planning and Investments, LLC	High 47%	28	59	$1.7M
TPK Advisors LLC	Low 13%	8	60	$400K
National Christian Financial Advisors, Inc.	Low 0%	—	65	$130K
Achieve Retirement & Wealth Management, LLC	High 70%	46	66	$1.1M
Westcott Investment Advisors LLC	Typical 26%	17	66	$960K
Greene & Company Financial Services LLC	Low 0%	—	69	$130K
Fremont Wealth Management, LP	High 54%	39	72	$520K
Compass Retirement, LLC	Typical 41%	30	74	$1.4M
Wax Asset Management LLC	High 78%	58	74	$2.4M
Dependent Financial Planning	Low 22%	17	77	$540K
Fox Financial Services, Inc.	Typical 37%	31	84	$1.3M
Lucey Investment Management, LLC	Typical 35%	30	85	$680K
Aspetuck Financial Management LLC	Typical 38%	33	87	$1.8M
CM Financial Advisors, LLC	Low 0%	—	88	$540K
Capital Trust and Associates LLC	Low 2%	2	91	$150K
Modern Financial Wellness	Low 7%	6	92	$360K
Dennis Glynn, CPA	Low 7%	7	95	$460K
Iron Path Wealth Management, Inc.	High 47%	45	95	$610K
Asset Management Associates	Typical 28%	29	104	$960K
JK Private Wealth, LLC	High 63%	73	115	$1.4M
Finmas Capital LLC	Low 1%	1	121	$29K
WPG Advisory Group, LLC	Low 0%	—	128	—
WealthShape LLC	High 60%	81	136	$780K
Burne Financial Concepts, LLC	Low 16%	23	144	$720K
Sladek & Witek, LLP	Low 0%	—	155	$500K
Financial Answers, LLC	Typical 27%	48	176	$0
Creative Funding Corporation	Low 3%	7	203	$160K
Verducci Asset Management, Inc.	Low 0%	—	209	$110K
McGrath WealthCare, LLC	Low 14%	30	212	$0
East Guilford Financial Services LLC	Low 18%	53	301	$640K

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