HNW client percentage for Independent firms serving clients in Kansas

Independent firms active in Kansas 101 firms

Very Low 0%-0%

Low 0%-5%

Typical 5%-19%

High 19%-36%

Very High 36%-84%

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

Median: 12%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
1316 Capital LLC	—	—	—	—
Abundance Wealth Management	—	—	—	—
Catalonia Wealth Management LLC	—	—	—	—
Chase Wealth Management	—	—	—	—
Paredes Capital LLC	—	—	—	—
Tennext LLC	—	—	—	—
Titan Wealth Advisory, LLC	—	—	—	—
Warner Investments, LLC	—	—	—	—
Wolf Bay Wealth Partners	—	—	—	—
Don Brown - Investment Advisor, LLC	Low 0%	—	4	$1.8M
EQUINET, Inc.	Low 0%	—	5	$0
Fiduciary Standard, LLC	Very High 100%	6	6	$3M
Hill-Top Financial Planning, LLC	Typical 17%	1	6	$550K
Avant Wealth Management, LLC	Very High 57%	4	7	$350K
GBKS LLC	Low 0%	—	7	$280K
SBL Investment Advisors, LLC	Low 0%	—	7	—
Weatherby Capital, LLC	High 29%	2	7	$350K
Bateman Capital Management, Inc.	Low 0%	—	8	$130K
Tradewinds Investment Advisors, LLC	Low 0%	—	8	$290K
Kyso Financial	Low 0%	—	9	$140K
Planning Trail Investments, LLC	Low 0%	—	9	$220K
KONZA Capital Advisors	Low 0%	—	10	$630K
Coordinated Financial Management	Typical 8%	1	12	$180K
Jcm Capital Management	Very High 100%	12	12	$2.9M
Stewardship Wealth Management	Low 0%	—	12	$860K
Weaver Financial	Low 0%	—	12	$3.5M
Dynamic Wealth LLC	Very High 77%	10	13	$2M
R L Capital, LLC	Very High 71%	10	14	$880K
Zolton Wealth	Very High 100%	14	14	$2.9M
Adaptive Advisory, LLC	Low 0%	—	16	$600K
Grand Street Advisors, LLC	High 19%	3	16	$560K
MSM Financial, LLC	Very High 44%	7	16	$900K
Satya Investment Management, LLC	Typical 13%	2	16	$1.2M
Tower Financial Strategies Corp.	Low 0%	—	17	$190K
Atomic Planning LLC	High 22%	4	18	$420K
Clear Springs Wealth	Low 0%	—	18	$230K
Oread Wealth Partners	High 20%	4	20	$850K
Kompass Financial Advisors, Inc.	Typical 5%	1	21	$430K
Monarch Wealth Management, LLC	Low 0%	—	22	$2.3M
VIP Advisors LLC	Low 0%	—	23	$47K
Crossroads Asset Management LLC	High 33%	8	24	$900K
Challenge Everything Financial LLC	Low 0%	—	25	$120K
Legacy Wealth Planning, LLC	High 24%	6	25	$440K
Golden Guidance LLC	Very High 63%	17	27	$720K
3rd Level Wealth	Low 0%	—	28	$71K
Artisan Financial Planning	High 32%	9	28	$1M
Coplanning Financial LLC	Very High 36%	10	28	$300K
Maclura Investments	High 21%	6	29	$470K
Nasche Asset Management LLC	Low 0%	—	29	$710K
Financial Management Consultants LLC	Very High 50%	15	30	—
Main Street Investments	Typical 13%	4	30	$310K
No Coast Financial Group	Low 0%	—	30	$360K
Kaylin Dillon Financial Planning	High 24%	8	34	$430K
Tomassi Financial Planning, LLC	Low 0%	—	34	$680K
Design Asset Management, LLC	Very High 46%	16	35	$580K
Retirement Roots Wealth Management LLC	Low 0%	—	35	—
Miros Wealth LLC	High 19%	7	36	$150K
State Line Wealth Management	Typical 13%	5	38	$440K
Wealth Management Consultants, LLC	Very High 71%	27	38	$1.9M
Access Capital, LLC	Very High 54%	21	39	$2.6M
Trek Wealth Planning	High 21%	8	39	$610K
Your Financial Partnership	Low 0%	—	39	$240K
Penn Wealth Management	Low 0%	—	40	$500K
Farrecian Investments Inc	Low 2%	1	43	$270K
Ryan Smith Financial Services	Typical 16%	7	43	$250K
Roadmap Wealth Management LLC	Very High 84%	37	44	$860K
Summit Wealth LLC	Low 0%	—	47	$100K
Guidepost Financial Planning, LLC	Typical 17%	9	52	$580K
Longview Advisors, LLC	Very High 78%	43	55	—
Davis Financial Management, Inc.	Very High 91%	51	56	$1.7M
QED Wealth Solutions	Typical 9%	5	57	$380K
AtlanticMidwest Investment Research, LLC	Low 0%	—	58	$490K
Flattery Wealth Management LLC	Typical 5%	3	58	$300K
Prairie Ridge Asset Management, LLC	High 28%	16	58	$1.1M
Comprehensive Wealth Planning, LLC	Typical 10%	6	60	$220K
NextGen Wealth	Very High 52%	32	61	$1M
Chladek Wealth Management, LLC	Very High 46%	29	63	$1.1M
Pioneer Financial Advisors	Low 0%	—	64	$490K
Fire Wealth Management, LLC	High 29%	19	65	$750K
Focal Point Financial Group	High 24%	16	68	$220K
Kedrec LLC	Typical 13%	9	69	$490K
Proactive Planning Wealth Advisory	Low 0%	—	69	$490K
Sound Investments Inc.	Low 0%	—	70	$260K
Financial Planning Partners	High 32%	23	71	$770K
Zenith Financial Planning Inc	Very High 38%	27	72	$590K
American Freedom Investments, LLC	Typical 7%	5	73	$190K
Wichita Wealth Management, LLC	High 26%	20	76	$770K
Irish Capital LLC	Typical 10%	8	78	$100K
McCarty Wealth	Typical 14%	12	85	$650K
Sterling Advisory Group LLC	Typical 11%	9	85	$350K
Capital-E-Advisors	Very High 48%	42	87	$870K
Gary M. Martinez	Low 0%	—	88	$300K
KDWALLSTREET Investment Advisor LLC	High 22%	20	91	$310K
Beacon Financial Advisors, LLC	Low 0%	—	94	—
Virtual Investment Planning LLC	Low 0%	—	102	$230K
Signal Research Group LLC	Typical 10%	10	104	$170K
Kansas City Private Wealth Management, LLC	High 33%	35	107	$920K
Overland Park Wealth Management LLC	High 34%	37	108	$1M
Harper Financial Strategies, LLC	Typical 8%	9	111	$350K
VZD Capital Management LLC	Very High 100%	112	112	$460K
Mottet Wealth	Typical 12%	15	130	$520K
Applied Financial Wisdom	Low 1%	1	151	$860K
Tax Advantage Advisors, Inc.	Typical 11%	16	151	$450K
Maciel Wealth Management	Low 0%	—	170	$110K
Heritage Financial Solutions, LLC	Typical 15%	26	171	$550K
Heartland Wealth Strategies LLC	High 34%	59	174	$340K
Wealth Partners Corporation	Low 1%	2	175	$120K
DSM Financial L.L.C.	Low 0%	—	200	—
Retirement Planning Specialists - Midwest, LLC	Low 0%	—	200	—
Buellesfeld Financial Services, Inc.	Low 2%	5	229	$190K

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