HNW client percentage for Independent firms serving clients in Florida

Independent firms active in Florida 941 firms

Very Low 0%-0%

Low 0%-11%

Typical 11%-32%

High 32%-57%

Very High 57%-100%

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

Median: 21%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Musleh Wealth Management LLC	Typical 23%	17	75	$540K
Your Financial Advocate, LLC	High 37%	28	75	$1M
Bahr Financial Planning Network, Inc.	Typical 25%	19	76	$710K
Longview, Inc.	Low 0%	—	76	$330K
Southern Magnolia Investment Management LLC	Low 1%	1	76	$200K
The Herzfeld Group	Low 0%	—	76	$180K
Able Wealth Management Solutions LLC	Typical 23%	18	77	$410K
Financial Planning Professionals, Inc.	Low 0%	—	77	$420K
Julien Planning, LLC	Low 9%	7	77	$480K
Lulla Wealth Financial	Low 6%	5	77	$230K
Rutherford Asset Planning, Inc.	High 53%	41	77	$2.4M
Drew Wealth Management	High 49%	38	78	$1.2M
HighRise Wealth Management	Typical 22%	17	78	$220K
Lynn H. Orr Capital Management Group, Inc.	Typical 29%	23	78	$1.2M
Delphi Wealth Partners	High 41%	32	79	$650K
R. H. Hansford & Company, Inc.	Typical 23%	18	79	$830K
Cabildo Capital LLC	Very High 74%	59	80	$830K
Couric Financial	Typical 16%	13	80	$590K
Pope Wealth Management	High 38%	31	81	$940K
U.S. Advisors, Inc.	High 33%	27	81	$860K
Financial Pathway LLC	Low 9%	7	82	$180K
Copeland Wealth Management, LLC	Typical 16%	13	83	$610K
Phibbs Financial	Low 2%	2	83	$320K
Reale Managed Assets, Inc.	Low 5%	4	83	$280K
Klocke Capital Group, LLC	Typical 19%	16	84	$940K
Non-Traditional Wealth Management, LLC	Low 0%	—	84	—
Northeast Capital Management, Inc.	High 48%	40	84	$1.2M
Pulse Wealth	Typical 17%	14	84	$600K
BullRock Capital, LLC	Typical 29%	25	85	$990K
Calibration Financial	Low 4%	3	85	$190K
Coastal Way Financial Group, LLC	Low 5%	4	85	$780K
Core Wealth Consultants, LLC	Typical 20%	17	85	$480K
McCarty Wealth	Typical 14%	12	85	$650K
Alpha Omega Financial	High 53%	46	86	$2.2M
Aspetuck Financial Management LLC	High 38%	33	87	$1.8M
Bay Hill Capital Management USA, LLC	Very High 69%	60	87	$730K
MDRN Wealth	Typical 23%	20	87	$830K
Retirement Money Management	Typical 11%	10	87	$480K
True Life Wealth Management, LLC	Typical 24%	21	87	$450K
Komich Capital Advisors	Typical 11%	10	88	$250K
Qubera Wealth Management	High 38%	33	88	$600K
Strategic Wealth Partners Inc.	Very High 100%	89	89	$450K
Truevine Family Wealth	Typical 19%	17	90	$770K
Persico Asset Management	High 40%	36	91	$1.1M
Picket Fence Financial, LLC	High 41%	37	91	$480K
Keep It Simple Financial Planning	Typical 21%	19	92	$770K
Pushkin Advisory Group, LLC	Typical 27%	25	92	$520K
S.H. Capital Management Corp.	Typical 15%	14	92	$600K
Hornsby Asset Management, LLC	Low 0%	—	93	$100K
Moore Financial Management, Inc.	Typical 14%	13	93	$300K
InsuraWealth, LLC	Low 0%	—	94	$180K
Patriot Wealth Planners LLC	Low 0%	—	95	—
BRC Management LLC	Typical 26%	25	96	$740K
Moore Financial Planning Advisors, LLC	Low 0%	—	96	$21K
D.S. Brown Wealth Advisors, LLC	Typical 24%	23	97	$710K
Rariden Investment Advisors, LLC	Low 9%	9	97	$150K
Burgos & Brein Wealth Management	Low 0%	—	98	—
Twenty Fifty Capital	Typical 13%	13	98	$480K
Leading Edge Wealth Management, LLC	Typical 21%	21	99	$440K
LSP Advisory LLC	Low 0%	—	99	$250K
Starkel Wealth Advisors, LLC	Low 5%	5	99	$140K
Trac Asset Management LLC	Typical 22%	22	99	$870K
Focus Investments, LLC	Low 0%	—	100	—
Hayden Capital	Very High 85%	85	100	$320K
Michael S. Carrier & Associates, Inc.	High 35%	35	100	$1M
Noble Wealth	Low 0%	—	100	$84K
Powell Wealth	Typical 25%	25	100	$370K
Bull Run Investment Management LLC	Typical 24%	24	101	$520K
Elite Financial Group	High 52%	53	101	$400K
Royal Palm Investment Advisors, Inc.	Low 10%	10	101	$390K
Azzendo Wealth Advisors	High 49%	50	102	$1.7M
Buckley Financial Group	Typical 19%	19	102	$510K
F3 Capital	Low 0%	—	103	$350K
Endeavor Financial Advisors, LLC	High 37%	38	104	$750K
Anthony Investment Management, LLC	Typical 17%	18	105	$690K
Cambria Wealth Management	High 41%	43	105	$1.1M
Cool Creek Financial	Low 10%	11	105	$330K
Kansas City Private Wealth Management, LLC	High 33%	35	107	$920K
Aventail Wealth Management, LLC	Low 7%	8	108	$440K
ECF Wealth, Inc.	Typical 22%	24	109	$690K
Korbitz Financial Planning LLC	Very High 100%	110	110	—
Principled Advisors, Inc.	Low 5%	5	110	$140K
Farrar Wealth Management, LLC	Low 0%	—	112	$190K
Lasting Legacy Wealth Management, LLC	Typical 13%	15	113	$530K
Peak Investment Advisors, Inc.	Typical 24%	27	113	$900K
Jake Carris Financial Planning	High 34%	39	115	$940K
Yandell Investments, LLC	High 35%	40	115	$1.1M
Davies Wealth Management LLC	Typical 17%	20	118	$160K
Loftus Wealth Strategies	Low 0%	—	119	$480K
Ibis Capital Management, LLC	Low 10%	12	120	$310K
Mile High Investments, LLC	High 36%	43	121	$840K
1650 Wealth Management, LLC	Typical 30%	37	122	$920K
CSLA Financial Inc	Low 0%	—	122	$62K
Financial Elements, Inc	High 48%	58	122	$1.6M
Liberty Advisory Group, Inc.	Low 2%	3	122	$240K
Patterson Investments, Inc.	Low 0%	—	122	$680K
O'Connor Portfolio Management LLC	High 42%	52	123	$410K
Ridgeview Financial Planning	Typical 24%	30	124	$880K
Other Side Asset Management, LLC	Low 8%	10	125	$260K
Susko Wealth Advisors	Low 0%	—	125	$420K
Harding's Wealth Managers, Inc.	Low 0%	—	126	$47K
Retirement Income Strategies Inc.	High 44%	56	127	$580K
Zidel Financial Inc.	High 34%	44	128	$1.2M
Arthurs Wealth Management	Typical 13%	17	129	$740K
Polaris Financial Planning, LLC.	High 47%	61	129	$1.2M
IQ Portfolios	Low 9%	12	132	$310K
The WealthPlan LLC	Typical 28%	37	132	$660K
Northstar Financial Advisors, Inc.	Very High 81%	109	135	$1.4M
Private Harbour Investment Management & Counsel LLC.	High 36%	49	135	$1.2M
RetireSharp Wealth Management, LLC	Low 0%	—	135	$120K
Avanti Wealth Management	Low 0%	—	136	$550K
TreMonte Financial Consultants	Typical 15%	21	136	$470K
Barrister	Typical 14%	19	137	$640K
Amidon & Petersen Financials, LLC	Typical 14%	19	139	$280K
Conkin Financial Group, Inc.	Low 0%	—	139	$250K
Culbreth Wealth Management	Typical 18%	26	141	$470K
Flynn Financial, LLC	Typical 13%	18	141	$530K
Franklin Legacy Financial, LLC	Low 0%	—	142	$89K
Solebury Asset Management LLC	Low 9%	13	142	$520K
Ronald A. Bartlett & Associates, Ltd.	Low 1%	2	143	$93K
Burne Financial Concepts, LLC	Typical 16%	23	144	$720K
Clear View Wealth Advisors	Low 0%	—	144	$180K
On Track Financial LLC	Low 0%	—	145	$540K
Alpha Asset Management	Typical 26%	38	149	$870K
Sutton Financial Group	Low 7%	10	149	$180K
Applied Financial Wisdom	Low 1%	1	151	$860K
The Ducoat Financial Group	Typical 21%	32	152	$470K
Shealy Wealth Advisory LLC	Low 0%	—	151	$110K
U.S. Cherry LLC	Low 1%	1	153	$6.9K
John T. McCarthy, LLC	Typical 24%	37	155	$390K
Swan Retirement Strategies	Typical 17%	27	155	$290K
Retirement Income Advisory Group LLC	Typical 24%	38	156	$370K
Family Partners Capital, LLC	Very High 100%	160	160	$560K
Intrepid Wealth Partners, LLC	Typical 14%	23	160	$320K
Omega Capital Management, LLC	High 34%	54	160	$740K
Blue Water Financial Investor Coaching, LLC	Low 8%	14	170	$380K
Kingsley Advisors, LLC	Low 2%	4	170	$250K
Northpoint Financial Planning LLC	High 38%	64	170	$290K
22 Seven Wealth Management Inc	Low 1%	2	173	$140K
Financial Solutions Associates	High 37%	65	174	$880K
Snowbird Financial LLC	Typical 11%	19	179	$200K
Stonefield Investment Advisory, Inc.	Typical 16%	29	181	$600K
Newman's Financial Planning	Typical 13%	24	182	$520K
Capital Wealth Advisors, Ltd.	Typical 21%	38	185	$680K
Dunamis Capital Consulting, LLC	Low 3%	5	192	$100K
Gygi Capital Management	Low 1%	2	192	$120K
Marathon Strategic Advisors, LLC	High 38%	75	195	$880K
Huffman Wealth Management	Typical 11%	21	199	$430K
Retirement Planning Specialists - Midwest, LLC	Low 0%	—	200	—
Perpetual Financial	Low 0%	—	201	—
Creative Funding Corporation	Low 3%	7	203	$160K
Platinum Planning, Inc.	Low 4%	8	205	$160K
SunRift Capital Partners LLC	Low 3%	7	205	$200K
Winning Points Advisors, L.L.C.	Typical 12%	25	208	$720K
Advise Financial	Low 4%	8	216	$180K
AMES Financial Solutions, LLC	Low 0%	—	217	$30K
SKA Financial Services, Inc.	Typical 19%	42	217	$670K
Barber & Associates	Low 0%	—	226	$220K
KALTBAUM Capital Management	High 48%	109	227	$490K
D & P Investment Advisors, Ltd.	Typical 25%	58	228	$830K
Arnold Insurance & Financial Services, LLC	Low 4%	10	230	$230K
Coastal Wealth Advisory Services, LLC	Low 3%	6	230	$88K
Eisenhiler Capital LLC	Typical 27%	62	230	$190K
Global Planning Stewards LLC	Low 3%	6	232	$320K
Financial Freedom Capital Management	Low 9%	20	234	$220K
The Retirement Planners, USA, LLC	Low 3%	6	234	$260K
Berger Wealth Management, LLC	Low 0%	—	236	$230K
Atlantic Coast Financial	Typical 13%	31	248	$240K
Cortez Wealth Advisors LLC	Low 0%	—	248	—
Setchfield Asset Management	Typical 20%	50	250	$770K
PathFinder Financial Services	Low 10%	25	252	$390K
Nautilus Financial Group, Inc.	Low 5%	14	256	$260K
Jurick Financial Services	Low 3%	8	258	$200K
Client Focused Financial	Low 5%	12	262	$260K
DPCM	Typical 19%	50	270	$290K
Plan2Retire	Low 9%	25	271	$300K
Kiaros Advisors, LLC	Low 0%	—	273	$100K
Coral Wealth Management, LLC	Typical 13%	37	277	$410K
The Capital Group	Low 2%	6	282	$200K
Montello Wealth Management, Inc.	Low 0%	—	295	$330K
Commoncents Wealth Advisors, LLC	Low 0%	—	299	$79K
Shankland Financial Advisors, LLC	Typical 12%	38	308	$290K
Equinox Financial Advisors, Inc.	Typical 12%	37	310	$340K
Ballard Wealth Management LLC	Low 4%	14	315	$300K
Koehler Financial Services, Inc.	Low 0%	—	329	$110K
OmniTrust Wealth Management, Inc.	Low 6%	20	348	$310K
Todd Wealth Management LLC	Typical 11%	38	362	$440K
Investment Capital Advisors	Typical 22%	81	373	$290K
Worldwide Capital Advisors, LLC	Low 8%	30	380	$220K
Schulmerich & Associates Asset Management, LLC	High 37%	146	392	$330K
Skloff Financial Group	Low 6%	28	444	$260K
Williams Wealth Management Group, Inc.	Typical 13%	60	473	$340K
Applied Capital Management, LLC	Low 0%	—	500	—
Retire Ready Wealth Management	Low 2%	11	535	$190K
Manna Wealth Management	Low 5%	32	614	$230K
Toams Financial	Low 5%	32	620	$180K

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