HNW client percentage for Independent firms serving clients in Idaho

Independent firms active in Idaho 91 firms

Very Low 0%-0%

Low 0%-6%

Typical 6%-22%

High 22%-59%

Very High 59%-87%

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

Median: 15%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Abundance Financial Planning	—	—	—	—
Action Financial Planning LLC	—	—	—	—
Batholith Wealth Management & Insurance	—	—	—	—
First Security Capital, LLC	—	—	—	—
Flyway Advisors	—	—	—	—
Fourthrock Financial Corporation	—	—	—	—
Hazlett Wealth Management LLC	—	—	—	—
Katz Capital Advisors	—	—	—	—
Pacifica Legacy	—	—	—	—
Sage Advice Financial LLC	—	—	—	—
Silveria Wealth Group, LLC	—	—	—	—
Wardian Wealth Management, Inc.	—	—	—	—
Allegiance Financial Planning	Low 0%	—	2	—
Good Better Best Financial Planning LLC	Low 0%	—	3	$330K
Boise River Financial Planning	Very High 75%	3	4	$1.4M
Delta Financial Advisory	Very High 75%	3	4	$920K
Davis Investment Group, Ltd.	Very High 100%	5	5	$6.9M
Oakridge Financial Planning LLC	Low 0%	—	5	$18K
JCO Advisors LLC	Very High 100%	6	6	$560K
Medina Financial, LLC	Typical 17%	1	6	$240K
Astra Wealth Management LLC	Low 0%	—	7	$820K
Encore 401K, LLC	Low 0%	—	8	$1.7M
Salmon Bay Wealth Management, LLC	Low 0%	—	9	$530K
Shidoosh Wealth Management LLC	High 22%	2	9	$1.4M
Ford Investment Counsel LLC	Very High 60%	6	10	$980K
McLachlan Investment Services LLC	High 30%	3	10	$350K
Enduro Wealth Management, LLC	High 46%	6	13	$340K
Layline Financial	Low 0%	—	14	$730K
Stewardship Asset Management LLC	High 29%	4	14	$200K
The Innes Associates, Ltd.	Low 0%	—	15	$170K
Planned Security Advisors LLC	Typical 6%	1	16	$200K
Table Rock Financial Planning	Very High 94%	16	17	$2.3M
Pilot Wealth Strategies	Low 5%	1	19	$190K
Savrin	Very High 100%	19	19	$370K
Valkyrie Private Wealth Management	Very High 79%	15	19	$2.5M
Prominence Capital	Very High 77%	17	22	$2.6M
Redpoint Investment Advisors	Low 0%	—	23	$700K
Grinnell Capital, LLC	Very High 63%	15	24	$410K
Rockhill Advisors LLC	Very High 100%	24	24	$7.1M
Cannon Wealth Group LLC	High 37%	10	27	$460K
Hochstrat Investments LLC	Low 0%	—	27	$130K
Cooper Capital, Inc.	High 39%	11	28	$610K
GPWM Advisors LLC	Very High 72%	21	29	$930K
Sun Valley Advisors, Inc.	Low 0%	—	29	$610K
Core Asset Managnement LLC	Low 0%	—	32	$390K
Alupka Asset Management	Very High 68%	23	34	$2.3M
Roslund, John Cabell	High 38%	13	34	$1.3M
C.S Wealth LLC	Typical 6%	2	35	$34K
McRae Capital Management L.L.C.	Typical 20%	7	35	$520K
NorthStar Wealth Management LLC	Typical 17%	6	35	$910K
Sage Mountain Wealth Management	Low 3%	1	35	$190K
InvestiFI Wealth Management LLC	Low 0%	—	36	$100K
Advanced Tax and Financial Services, Inc.	Low 3%	1	38	$200K
Liftoff Financial Planning	Low 0%	—	38	$63K
Guernica Capital	Low 0%	—	39	$450K
Upfront Financial Planning, LLC	Low 0%	—	40	$380K
GlacierWealth	Very High 78%	32	41	$770K
Kinetic Pathways Company	Low 0%	—	41	$80K
Wood River Consulting	Low 0%	—	42	$140K
Franklin Trend Investment Management, LLC	High 25%	11	44	$740K
Garcia Financial Planning	Low 0%	—	46	$130K
Inspire Wealth Partners	High 54%	26	48	$1.8M
Private Wealth Advisors	Low 0%	—	51	$250K
Protected Capital Management	Typical 11%	6	54	$370K
JCG Advisory Group, LLC	High 24%	13	55	$590K
Gregory Lyle & Co.	Very High 75%	42	56	$2.5M
Viewpoint Advisory, LLC	Very High 64%	37	58	$1.8M
Overwatch Management	Low 0%	—	59	$17K
Matterhorn Financial Planning	Very High 64%	39	61	—
Momentum Wealth Strategies	High 29%	19	65	$870K
Bahr Financial Planning Network, Inc.	High 25%	19	76	$710K
Albility Planning	Typical 8%	6	77	$160K
ProPath Financial	Typical 13%	10	77	$600K
Crone Wealth Management, PLLC	Low 0%	—	80	—
Integrated Advisors	High 45%	37	82	$600K
Harmonic Investment Advisors	Low 0%	—	85	$190K
Summit Ridge Advisors	Typical 10%	9	87	$300K
Emerald Wealth Management, Inc.	Low 0%	—	90	$170
Foothills Capital Management, LLC	Typical 11%	10	90	$280K
Arc Advisers LLC	High 37%	34	91	$1.2M
Dillon Financial Planning, Inc.	Very High 59%	60	101	$0
Ferguson Financial Advisors	Low 0%	—	102	$150K
Spinnaker Financial Advisors, LLC	High 29%	30	102	$1M
Ridinger Wealth Management, LLC	Typical 15%	16	105	$590K
Straight Line Investment Group, LLC	High 22%	23	106	$540K
Malone Wealth Ventures LLC	Low 1%	1	112	$370K
Elevated Asset Management LLC	Typical 18%	22	121	$330K
Integrated Financial Management, LLC	Typical 7%	11	148	$410K
John T. McCarthy, LLC	High 24%	37	155	$390K
Financial Trex, LLC	Low 0%	—	158	$26K
Teton Crest Wealth Planning	Low 0%	—	158	$81K
Enduring Wealth Management, LLC	High 26%	45	170	$1.1M
Firm Foundation Wealth Management, LLC	Typical 18%	31	173	$390K
Legacy Cornerstone Wealth LLC	Low 0%	—	181	$120K
Spelts Wealth Management, Inc.	Typical 7%	12	181	$410K
Northwest Planning Advisors LLC	Typical 18%	34	185	$160K
Ascend Wealth Management LLC	Low 1%	2	216	$150K
McBee Advisors, Inc.	Typical 21%	45	219	$270K
Sentinel Wealth Strategies	Low 0%	—	220	$180K
Foxstone Financial	Typical 11%	25	230	$300K
Aspen Grove Investment Management, LLC	Very High 62%	153	246	$190K
Schulmerich & Associates Asset Management, LLC	High 37%	146	392	$330K
Steward Financial Services, LLC	Low 2%	13	543	$110K

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