HNW client percentage for Independent firms serving clients in District Of Columbia

Independent firms active in District Of Columbia 58 firms

Very Low 0%-0%

Low 0%-17%

Typical 17%-33%

High 33%-59%

Very High 59%-93%

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

Median: 22%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
The W & W Group LLC	Low 3%	10	353	$83K
Financial Advisor for You, LLC	Typical 21%	35	168	$0
Lotus Asset Management Limited Liability Company	Typical 25%	29	116	$1M
Vivuto, LLC	Low 0%	—	111	$73K
Harris and Harris Wealth Management Group, LLC	Low 0%	—	109	$200K
Envision Wealth Planning Inc.	Low 3%	3	106	$200K
Bull Run Investment Management LLC	Typical 24%	24	101	$520K
Elite Financial Group	High 52%	53	101	$400K
Harlan Financial LLC	Typical 19%	19	99	$630K
Arc Advisers LLC	High 37%	34	91	$1.2M
U.S. Advisors, Inc.	High 33%	27	81	$860K
Cabildo Capital LLC	Very High 74%	59	80	$830K
Roda Investment Management, LLC	High 38%	30	80	$310K
The Wealth Syndicate LLC	Low 1%	1	80	$82K
Contrary Investment Advisors	High 47%	34	72	$1.3M
Logbook Financial Planning, LLC	Very High 81%	57	70	$1.2M
DeafInvest	Low 0%	—	68	$200K
Laser Wealth Management, LLC	Low 0%	—	67	—
MKN Wealth Management LLC	Very High 92%	58	63	$540K
MFA Global Consulting Group LLC	Low 0%	—	58	$8.6K
Cwm Financial Group, Inc.	Very High 63%	36	57	$1.7M
Personal Financial Partners	Low 9%	5	57	$370K
Arlington Wealth Planning, LLC	Typical 18%	10	56	$250K
Planning for Progress	Typical 22%	12	55	$480K
Katz-Moses Financial LLC	Typical 17%	9	53	$480K
Lander & Associates Inc	Very High 72%	38	53	$3.6M
ACI Group	Low 0%	—	49	—
Watson Capital Management, Inc.	Very High 80%	35	44	$1.9M
Marin Financial LLC	Low 10%	4	40	$230K
Styled Wealth	Low 0%	—	36	$220K
About Time Financial Planning	Typical 23%	7	31	$660K
Carrington Financial Planning, LLC	High 47%	14	30	$650K
North Financial Advisors	High 50%	15	30	$1.4M
Tyndale Investments, LLC	Typical 17%	5	30	$1.5M
Amauta Financial	Typical 19%	5	27	$560K
Plein Air Capital Advisers, LLC	High 33%	9	27	$1.1M
Potomac Investment Company	Very High 67%	18	27	$2.6M
MoneyByLisa LLC	Typical 23%	6	26	—
Life Story Financial	Typical 24%	6	25	$360K
BlueSail Advisors LLC	Low 0%	—	23	$1.3M
J. B. Bryan Financial Group, Inc.	Low 0%	—	23	$980K
Advocate Wealth, LLC	High 45%	10	22	$1.2M
JG Wealth Management, LLC	Low 0%	—	21	$78K
Dream Financial Planning	Low 0%	—	20	$260K
Mabery Consulting, LLC	Low 0%	—	18	$63K
Dominion Financial Consultants, LLC	High 53%	9	17	$1M
MSM Financial, LLC	High 44%	7	16	$900K
Illumint	Low 0%	—	14	$0
Heronwood Capital LLC	Very High 67%	8	12	$1.2M
The Money Mission Limited Liability Company	Low 0%	—	10	—
Discovery Wealth Planning LLC	Very High 100%	8	8	$4.3M
Lund Capital Management LLC	Low 0%	—	7	$120K
Ruda Financial	Low 0%	—	5	$3.8M
SHB Advisors	Very High 100%	5	5	$4.4M
Saber Asset Management	Very High 75%	3	4	$220K
True North Advisory, LLC	Low 0%	—	4	$58K
Mount Ararat Financial Services LLC	High 50%	1	2	$180K
Hive Wealth Management LLC	Very High 100%	1	1	$280K
Atlantic Financial Planning LLC	—	—	—	—
BLU Capital	—	—	—	—
Professional Financial Services, Inc.	—	—	—	—
Rockbound Capital LLC	—	—	—	—
Tempus Wealth Partners	—	—	—	—
Tyus Financial Group LLC	—	—	—	—

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