HNW client percentage for Independent firms serving clients in Illinois

Independent firms active in Illinois 463 firms

Very Low 0%-0%

Low 0%-11%

Typical 11%-28%

High 28%-55%

Very High 55%-100%

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

Median: 20%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Kinkelaar & Associates	Very High 55%	46	84	—
Herzog Financial Group, LLC	High 44%	38	87	$550K
Forward Financial LLC	Typical 23%	20	88	$890K
Johnston Investment Counsel, Ltd.	High 34%	30	88	$1.4M
Prima Wealth	High 28%	25	88	$1.1M
Palos Wealth Advisors, LLC	Typical 19%	17	89	$800K
Sanskar Advisors, Inc.	Typical 16%	14	89	$540K
Outlook Capital Management, LLC	Very High 64%	58	90	$1.6M
Prairie Investment Advisors, LLC	High 37%	34	93	$1.1M
Douglas Capital Management, LLC	High 43%	40	94	$230K
Deep Blue Financial LLC	High 53%	50	95	$580K
Lewis Wealth Management, LLC	Typical 15%	14	95	$440K
Kilcullin Financial Life Planning, LLC	Very High 64%	61	96	$680K
Lloyd Park, LLC	Very High 100%	97	97	$1.7M
Leading Edge Wealth Management, LLC	Typical 21%	21	99	$440K
Trac Asset Management LLC	Typical 22%	22	99	$870K
Wolf Financial Advisors LLC	Typical 24%	24	99	$1.3M
Abundance Advisors, Inc.	Low 0%	—	100	—
Copia Financial Solutions, Inc.	Low 0%	—	100	—
Financial & Business Consultants	Low 0%	—	100	—
Hampton Financial Services	Low 0%	—	100	—
Hanold Asset Management, LLC	Low 0%	—	100	—
MAST Investment Advisors LLC	Low 0%	—	100	—
Organize, Protect & Grow Your Wealth, LLC	Typical 21%	21	100	$180K
P.W.B., Inc.	Low 0%	—	100	—
Quam Wealth Advisory Group LLC	Low 0%	—	100	—
Royal Palm Investment Advisors, Inc.	Low 10%	10	101	$390K
North Shore Investment Consulting LLC	Low 0%	—	102	$1.7M
Bobb Financial Incorporated	Typical 25%	26	105	$820K
Chancellor Financial Services, Inc.	Low 8%	8	105	$290K
Redwing Financial	High 32%	34	105	$370K
Envision Wealth Planning Inc.	Low 3%	3	106	$200K
Personal Financial Management, Inc.	Low 8%	9	108	$290K
Quinn Financial Planning, LLC	High 41%	45	110	$870K
Berg Investment Planning	Low 9%	10	112	$380K
Strategic Advisors of Illinois	High 28%	32	113	$550K
JK Financial Planning, Inc.	Low 0%	—	114	$46K
Fisher Financial Group, LLC	Low 7%	8	116	$350K
Taos Investment Advisors, LLC	Very High 59%	68	116	$680K
Monroe Financial Inc.	Low 0%	—	118	$70K
Cline Financial Concepts, LLC	Typical 18%	21	120	$560K
Locke Financial Services, Inc.	Low 0%	—	120	$460K
Mindful Money Financial Counsel, LLC	Low 0%	—	120	—
Financial Elements, Inc	High 48%	58	122	$1.6M
Nash-Hasty Private Wealth Management	Typical 16%	20	123	$520K
Dahl Financial Services, Inc.	Low 0%	—	125	$270K
Elevation Financial LLC	Low 0%	—	125	$240K
Daly Investment Management, LLC	High 28%	89	125	$900K
Trueman Brown	High 35%	45	128	$1.5M
Polaris Financial Planning, LLC.	High 47%	61	129	$1.2M
Aydt Investment Management, Inc.	Low 8%	11	130	$360K
Defined Capital LLC	Typical 11%	14	130	$340K
Patap Financial Services	Typical 17%	23	135	$380K
Building Equities, LLC	Low 0%	—	136	$60K
Domo Capital Management, LLC	High 33%	45	137	$180K
A J Feldman Financial, LLC	Typical 22%	31	140	$970K
Milestone Advisory Group, LLC	Low 4%	5	140	$160K
Missional Advisor Group	Typical 11%	15	140	$300K
Paisley Financial LLC	Low 6%	9	141	$250K
Palen Financial LLC	Low 5%	8	146	$270K
Saint Louis Investment Advisors Inc	Typical 24%	35	147	$490K
Wolfstone Wealth	Typical 21%	32	153	$720K
Quantum Financial Planning LLC	High 28%	45	159	$0
Pilot Asset Management LLC	Typical 12%	20	163	$510K
MACC IV Group	Typical 12%	20	170	$190K
Advanced Trader Investment Advisors, LLC.	Low 0%	—	175	$170K
First Wealth Advisory, Inc.	Typical 21%	38	185	$100K
Main Effort Financial, Inc.	Typical 11%	20	189	$460K
Wealth Ambassadors, LLC	Low 7%	15	203	$270K
Financial Planning Advisors, Inc.	Low 3%	6	225	$170K
W.K. Cooper II Asset Management Corporation	Very High 100%	230	230	$350K
Investment Advisors Group, LLC	Low 4%	11	259	$220K
DPCM	Typical 19%	50	270	$290K
Fortis Portfolio Solutions, LLC	Very High 100%	276	276	$510K
Schaefer Wealth Management, Inc.	Low 0%	—	296	$270K
Strategic Investment Advisors, Ltd.	Low 4%	13	301	$210K
Shankland Financial Advisors, LLC	Typical 12%	38	308	$290K
Koehler Financial Services, Inc.	Low 0%	—	329	$110K
Lighthouse Financial & Consulting Services, LLC	Low 1%	4	359	$94K
Zendamentals	Low 8%	36	424	$380K
Lenox Capital Management, Inc.	Low 5%	23	442	$250K
Santefort Investment Group, LLC	Typical 17%	79	456	$240K
New Street Advisors Group LLC	Low 0%	—	510	$30K

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