HNW client percentage for Independent firms serving clients in Delaware

Independent firms active in Delaware 47 firms

Very Low 0%-0%

Low 0%-10%

Typical 10%-35%

High 35%-62%

Very High 62%-100%

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

Median: 24%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
D/W Financial Consultants LLC	—	—	—	—
Finco Advisory LLC	—	—	—	—
Wall St LLC	—	—	—	—
Quantca Financial	Low 0%	—	2	$5.2K
Long Advisors LLC	Very High 100%	3	3	$850K
Keystone Wealth Management Services Inc	High 50%	2	4	$3M
SJL Financial LLC	Low 0%	—	4	$0
3rd Level Analytics	Typical 20%	1	5	$840K
Wealth Wise Planning	Low 0%	—	5	—
Delaware Advisory Group, Inc.	Low 0%	—	6	$0
ECT Advisory, LLC	Very High 100%	6	6	$1.3M
Kendall James Advisors	Very High 100%	7	7	$3.4M
Falcon Royal Investment Management	Typical 13%	1	8	$280K
River Family Advisors LLC	Low 0%	—	8	—
Four Seasons Investment Management LLC	Low 0%	—	11	$1.3M
Safe Harbor Financial Advisors, LLC	Low 0%	—	12	$0
Lenape Investments, LLC	High 60%	9	15	$2.4M
Age Wisely Financial	High 50%	8	16	—
Great Ocean Road Financial	Low 0%	—	17	$400K
Ace Wealth Management, llc	Low 0%	—	20	$480K
AJP Financial Services, LLC	Very High 70%	14	20	$1.3M
Q(x) Branch Reserve Investments LLC	Very High 90%	18	20	$1.1M
WHTG Wealth Management, LLC	Low 0%	—	20	$120K
Greenside Financial, Ltd	High 50%	11	22	$1.3M
Tobin Investment Planning LLC	High 41%	9	22	$1.6M
Quantum Strategies Wealth Advisory	High 36%	9	25	$1.3M
Annova LLC	High 46%	12	26	$560K
EN+ Wealth	Typical 27%	8	30	$190K
Blue Point Investment Management	Very High 77%	24	31	$2.3M
Mitchell Group Delaware LLC	Low 6%	2	32	$170K
Black Diamond Advisory Partners	Typical 24%	8	34	$700K
Atlantic Advisors, Inc.	Low 0%	—	35	$170K
ARTAIS Capital Management, LLC	Very High 100%	42	42	$350K
Aetolia Capital LLC	Very High 76%	42	55	$810K
Breakwater Wealth Management	Typical 27%	15	55	$650K
Solomon Investment Group, Inc.	Low 0%	—	58	$120K
Creative Financial Concepts, Inc.	Low 0%	—	60	—
Comprehensive Financial Advisers	Low 0%	—	63	—
Jones Fiduciary Wealth Management LLC	Very High 63%	41	65	$2M
TriState Wealth Advisors	Typical 15%	10	65	$110K
Delaware Financial Planning, LLC	Very High 82%	54	66	—
The Raffin Group LLC	Typical 33%	22	67	$400K
Alpha Omega Financial	High 53%	46	86	$2.2M
Back Bay Financial Planning & Investments	High 44%	38	86	$1.2M
DiMatteo Financial Group	Low 0%	—	90	$140K
Peak Investment Advisors, Inc.	Typical 24%	27	113	$900K
Loftus Wealth Strategies	Low 0%	—	119	$480K
Harding's Wealth Managers, Inc.	Low 0%	—	126	$47K
Blue Water Financial Investor Coaching, LLC	Low 8%	14	170	$380K
Investment Capital Advisors	Typical 22%	81	373	$290K

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