HNW client percentage for Independent firms serving clients in Louisiana

Independent firms active in Louisiana 292 firms

Very Low 0%-0%

Low 0%-14%

Typical 14%-30%

High 30%-53%

Very High 53%-96%

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

Median: 22%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Alleman Capital Management, LLC	—	—	—	—
Allied Oak Wealth, LLC	—	—	—	—
A More Certain Path	—	—	—	—
Buckhead Resources, Inc.	—	—	—	—
Common Cents Financial Planning	—	—	—	—
David Zbonski, LLC	—	—	—	—
Ivy Capital Management LLC	—	—	—	—
J D Atkinson	—	—	—	—
Kelda Wealth Management LLC	—	—	—	—
Post Oak Financial, LLC	—	—	—	—
Radiant Wealth Advisory, LLC	—	—	—	—
Renovate Financial Planning	—	—	—	—
Synergist Private Wealth LLC	—	—	—	—
The Geauxmez Group Wealth Management LLC	—	—	—	—
Wealth and Plan	—	—	—	—
Your Best Move Inc	—	—	—	—
Shared Prosperity Group	Low 0%	—	1	$680K
Sporl & Company	Very High 100%	1	1	$1M
Fred Miller & Assoc.	Very High 100%	3	3	$210K
Union Capital Management Corp	Very High 100%	3	3	$630K
Euclid Harding, LLC	Very High 75%	3	4	$700K
Map to Your Wealth LLC	High 50%	2	4	$970K
Cavanaugh Wealth Management LLC	Low 0%	—	5	$0
Dirigo Investment Advisors, LLC	Very High 100%	5	5	$480K
Graham Financial	Very High 100%	5	5	$1.2M
DBA/Rankin Capital Investment Management	Very High 100%	6	6	$1.4M
JW Hall Financial LLC	Very High 67%	4	6	$1.1M
Skipjack Financial	Low 0%	—	6	$520K
Zion Capital LLC	Low 0%	—	6	$180K
Edna J. Thompsen, CFP	Low 0%	—	7	$0
Harvest Capital Management	Typical 29%	2	7	$870K
Mort Kelly Financial Services, LLC	Low 0%	—	7	$50K
Psalm Capital	Very High 71%	5	7	$3.2M
DW Huff Advisory	Low 0%	—	8	$190K
Luma Financial	Typical 25%	2	8	$650K
Nytrx LLC	Low 0%	—	8	$330K
Agular Asset Management LLC	Very High 89%	8	9	$2.5M
Future Path Financial Planning	Low 0%	—	9	$220K
Roland, Criss Investment Research, LLC	Low 0%	—	9	—
Full Court Strategic Wealth, LLC	Very High 70%	7	10	$4.8M
Aragon Advisors	Very High 100%	11	11	$10K
Noto Financial Planning	Very High 100%	11	11	$2.2M
Future U Financial Inc.	Very High 58%	7	12	$1
JI Financial Services, LLC	Low 0%	—	12	$100K
DFW Wealthcare Advisors, LLC	Low 8%	1	13	$390K
Equilibrium Financial Planning	Typical 23%	3	13	$1M
Faithful Financial LLC	Low 0%	—	13	$210K
Tiburon Financial Advisors, Inc.	Very High 100%	14	14	$2.6M
A.B. Ridgeway Wealth Management LLC	Typical 20%	3	15	$270K
Elemental Wealth Advisors, LLC	Low 0%	—	15	$540K
Rockside Investments LLC	Very High 53%	8	15	$1M
Vermilion Asset Management, LLC	High 40%	6	15	$4.2M
Compendium Wealth Advisors, LLC	High 44%	7	16	$270K
Core Asset Management Company	Very High 100%	16	16	$2.8K
CreativeVest Inc	Very High 75%	12	16	$760K
Lionsight Capital, LLC	Typical 19%	3	16	$510K
Senior Advisory Group, LLC	Low 0%	—	16	—
RINAUDO CAPITAL, LLC	Low 0%	—	17	$240K
1st & 3rd Investments LLC	Low 0%	—	18	$76K
Alpha-Tech Investments, LLC	Typical 17%	3	18	$69K
Lailaps Capital, L.L.C.	Typical 22%	4	18	$1.6M
Legacy Wealth Planning Group	Very High 67%	12	18	$1.9M
Pindex Advisors, LLC	Very High 100%	18	18	$220K
Valendo Private Asset Management, Inc.	Very High 72%	13	18	$2.2M
J. Mangone Capital Management LLC	Very High 63%	11	18	$2.4M
Martin W. Rosenzveig & Co., LLC	High 47%	9	19	$1.1M
BAS Capital	Very High 100%	20	20	$5.9M
CME Strategic Wealth Management	Low 0%	—	20	$27K
Northwood Investment Partners, LLC	High 30%	6	20	$920K
Resonance Financial, LLC	Very High 80%	16	20	$2M
R.S. Mattei & Company, Inc.	Low 0%	—	20	—
True Financial, LLC	High 35%	7	20	$580K
Weston Wealth Advisors, LLC	High 45%	9	20	$1.3M
Worthview Capital Management LLC	Very High 55%	11	20	$1.6M
Quarterpoint	Low 0%	—	21	$76K
Fullington & Associates, LLC	High 41%	9	22	$600K
PieCapital	Very High 91%	20	22	$3.1M
Kairos Asset Advisory, LLC	High 39%	9	23	$810K
Bluepoint Wealth Advisors	High 42%	10	24	$960K
Continuum Financial, LLC	High 50%	12	24	$1.2M
GT Financial, Ltd., L.L.C.	High 38%	9	24	$2.1M
Montgomery Wealth Advisors	Low 0%	—	24	$680K
RB Investment Management Inc.	High 33%	8	24	$510K
Zia Investment Advisors	Low 0%	—	24	$990K
Chalk Creek Partners, LLC	High 44%	11	25	$720K
Creole Wealth Solutions, LLC	Very High 68%	17	25	$900K
Hodos Wealth Group, LLC	High 36%	9	25	$1.1M
Ninety West Global Wealth	Low 0%	—	25	$260K
3A Financial Group, LLC	Low 0%	—	26	$450K
Stillforest Wealth Management	Typical 23%	6	26	$770K
Golden Guidance LLC	Very High 63%	17	27	$720K
Miles Wealth Management, L.L.C.	Low 11%	3	27	$320K
Rizzutto Financial Advisors	Low 0%	—	27	$230K
Clear Net Worth, L.L.C.	Very High 61%	17	28	$750K
Differential Planning LLC	Low 0%	—	28	$90K
Gustafsson Wealth Management, Inc.	High 46%	13	28	$430K
Heinz Global Asset Management, Inc.	Very High 100%	28	28	$1.1M
KGL Financial Advisors, LLC	Typical 18%	5	28	$1.1M
Two Trails Financial Planning	Very High 93%	26	28	$1.5M
GEM Street Capital Management	Typical 24%	7	29	$1.1M
Green Musa Capital, LLC	Low 0%	—	29	$25K
One Day Wealth Management	High 41%	12	29	$970K
Rock One Advisors, LLC	Low 3%	1	29	$130K
Carrington Financial Planning, LLC	High 47%	14	30	$650K
Collaborative Advice	Low 0%	—	30	—
Comprehensive Financial Planning Inc	Very High 83%	25	30	$3.4M
Cornerstone Investment Advisors Group, LLC	Low 0%	—	30	$190K
Just Wealth LLC	Typical 23%	7	30	$800K
KD Wealth Management LLC	High 50%	15	30	$330K
Versai Wealth Management LLC	Typical 17%	5	30	$630K
AIKAPA	Very High 81%	25	31	$760K
Kidd Vision Capital LLC	High 42%	13	31	$670K
Marian Financial Services, Inc.	Low 0%	—	31	$380K
Porter Investments	Very High 55%	17	31	$490K
Sterling Financial Planning	Low 0%	—	31	—
Yongchang Company Inc	Low 0%	—	31	$44K
Impact Wealth Group	Low 0%	—	32	$400K
New Heights Planning	Very High 72%	23	32	$2.3M
Assurity Wealth Management	Low 0%	—	33	$110K
Stonehenge Private Client Group, LLC	High 39%	13	33	$1M
Thetford Investment Management, Inc.	Very High 61%	20	33	$1.6M
Francis Capital Management, Inc.	High 50%	17	34	$960K
JME Wealth Management	Very High 74%	25	34	$1.4M
Junkin & Company, Inc.	Low 0%	—	34	$0
Wonder Wealth LLC	Low 3%	1	34	$180K
AVA Wealth Management LLC	Very High 89%	31	35	$1.8M
Reiber Wealth	High 40%	14	35	$600K
Svane Capital, LLC	Very High 54%	19	35	$810K
Tubreauxs Wealth & Legacy Solutions	Low 0%	—	35	$360K
Whitewater Wealth	Very High 77%	27	35	$1.9M
Aquila Wealth Advisors	Very High 81%	29	36	$570K
Dirigo Private Wealth	Typical 25%	9	36	$640K
Starkey & Associates, Inc.	Very High 100%	36	36	$690K
Styled Wealth	Low 0%	—	36	$220K
Wealthy Doctor Institute LLC	Typical 25%	9	36	$250K
First Fidelity Group LLC	High 30%	11	37	$200K
Optimum Retirement Planning LLC	Very High 86%	32	37	$2.3M
Prospect Trading LLC	Low 0%	—	38	$510K
Capital Asset Management Group, Inc.	Typical 26%	10	39	$690K
Drach Advisors LLC	Typical 28%	11	39	$520K
Hankinson Wealth Advisors LLC	High 51%	20	39	$1.4M
Ironwood Investment Advisers, LLC	Typical 15%	6	39	$550K
Windward Partners, L.L.C.	Typical 23%	9	39	$760K
Booth Financial	High 33%	13	40	$990K
Prometheus Investment Advisors LLC	Typical 23%	9	40	$540K
Advanced Retirement Solutions, Inc.	Typical 20%	8	41	$110K
Buff Your Finances	Low 5%	2	41	$240K
Comal Wealth Management	High 49%	20	41	$800K
Kucharo Wealth	Very High 86%	36	42	$2.9M
Stillwater Financial	Low 12%	5	42	$810K
Vermillion Private Wealth	Typical 14%	6	42	$320K
Sego Wealth Management, LLC	High 30%	13	43	$400K
Dyken Wealth Strategies, Inc.	High 32%	14	44	$980K
Estep Capital Management	Typical 14%	6	44	$350K
Blue Rock Capital	Typical 16%	7	45	$80K
Box Hill Private Wealth	Very High 82%	37	45	$3.1M
Forward Wealth Management, LLC	Very High 71%	32	45	$2.1M
Plan For Your Goals, LLC	Low 9%	4	45	$220K
Progeny Wealth Management LLC	Low 0%	—	45	$420K
Sawyer Capital Management	High 33%	15	45	$2.6M
Scenic Wealth Management, LLC	Very High 60%	27	45	$1.4M
Synergy Wealth Advisors, LLC	Typical 16%	7	45	$440K
Atlantes Financial Advisors	Typical 20%	9	46	$1.4M
Integrity Wealth Management, Inc	High 43%	20	46	$76K
Portolan Financial Planning LLC	Low 0%	—	46	$210K
Legacy Financial Designs	Typical 14%	7	49	$630K
Pelican Wealth Management	Low 8%	4	49	$240K
Silvis Financial	Typical 18%	9	49	$750K
Trella Wealth	Typical 16%	8	49	$390K
Athletes Financial Advisers, LLC	High 30%	15	50	$1.3M
Darkhorse Advisor	Very High 66%	33	50	$780K
Gallatin & Company, LLC	High 52%	26	50	$1.9M
Manna Wealth Strategies, LLC	Typical 18%	9	50	$240K
Andre Caubarreaux	Low 0%	—	51	$330K
Poydras Capital Partners	High 33%	17	51	$510K
Sage Capital Advisors, LLC	Low 0%	—	51	$190K
Shorepine Wealth Management, LLC	High 51%	26	51	$1.3M
Epiphany Wealth Management	Typical 19%	10	53	$570K
Oak Capital Advisors	High 47%	25	53	$3.2M
Potomac Wealth Strategies, LLC	High 36%	19	53	$850K
Devil Mountain Investment Management	High 33%	18	54	$790K
Tooth & Coin Wealth	High 33%	18	54	$410K
ADS Wealth Management LLC	Low 0%	—	55	$280K
Datapoint Financial Planning, LLC	Low 0%	—	55	—
Dreamwork Financial Group	Typical 22%	12	55	$240K
21:5 Advisors, LLC	Very High 64%	36	56	$650K
Dogwood Financial Planning	High 33%	19	57	$0
Old Oak Advisors, LLC	Low 0%	—	57	$410K
Right Tail Capital LLC	Very High 75%	43	57	$410K
Asset Solutions	Typical 14%	8	58	$210K
Fitzpatrick Financial Solutions, LLC	Low 2%	1	58	$330K
Bergland Wealth Management, Inc.	High 36%	21	59	$1.5M
Deliberate Finances	Typical 24%	14	59	$280K
Simmons Asset Management, LLC	Low 0%	—	59	$440K
Seren Wealth Advisors, LLC	High 44%	27	61	$700K
NXT:GEN Financial Planning	Low 8%	5	62	$400K
Ridgeback Financial LLC	Typical 16%	10	62	$470K
SJ Capital Management LLC	Very High 56%	35	62	$1.5M
Association Financial Services, LLC	Low 0%	—	64	$63K
Belle River Capital Management LLC	Low 0%	—	64	$710K
Fairview Financial LLC	Very High 63%	40	64	$830K
AP Investment Management	High 42%	27	65	$650K
Fire Wealth Management, LLC	Typical 29%	19	65	$750K
Kessler Planning Group	Typical 17%	11	66	$730K
The Fiscal Fitness Company, Inc.	Low 8%	5	66	$250K
Financial Cornerstones, LLC	High 43%	29	67	$1.2M
Granville Wealth Management, Inc.	Very High 70%	47	67	$990K
Willamette Valley Wealth Management, LLC	Typical 16%	11	67	$820K
Focused Finances, LLC	High 35%	24	68	$1M
Objective Wealth, LLC	Typical 29%	20	68	$1.1M
EDM Capital, LLC	Typical 28%	19	69	$840K
Heights Investment Partners, LLC	Very High 75%	52	69	$1.3M
Henley Advisors, LLC	Low 9%	6	69	$94K
Alliant Capital Management LLC	High 51%	36	70	$1.1M
Checkpoint Financial Planning	Typical 29%	20	70	$0
Brown Advisory Group, LLC	Low 10%	7	71	$380K
Jardine Financial Group	Very High 93%	66	71	$1.1M
Aton Advisors, LLC	High 51%	37	72	$1.4M
Oakwater Financial	Low 11%	8	73	$210K
Tao Financial	Typical 14%	10	73	$190K
First Security Financial Wealth Manager, Inc.	Low 0%	—	74	—
Peters Financial LLC	Low 0%	—	74	$96K
CDS James Investments, LLC	Typical 24%	18	75	$650K
Conklin Shure Financial	Low 0%	—	75	—
Graf Financial, L.L.C.	Typical 27%	20	75	$1.1M
Lord Wellington Investments, LLC	Low 0%	—	75	—
NTACT Retirement Solutions	Low 13%	10	75	$390K
William B. Larson, CPA, LLC	Low 7%	5	75	$0
Financial Planning Professionals, Inc.	Low 0%	—	77	$420K
Logical Investments, LLC	High 42%	32	77	$590K
3 Rd Street Capital Management L.L.C.	Typical 28%	22	78	$720K
Drew Wealth Management	High 49%	38	78	$1.2M
Southwestern Advisory Group LLC	High 38%	30	78	$500K
Vision Tech Financial Advisors	Low 12%	9	78	$360K
Plentiful Wealth, LLC	Typical 18%	14	79	$560K
Cabildo Capital LLC	Very High 74%	59	80	$830K
LTS Financial Group	Low 0%	—	80	$200K
Cypress Wealth Advisors, LLC	Very High 100%	82	82	$960K
Financial Pathway LLC	Low 9%	7	82	$180K
MDRN Wealth	Typical 23%	20	87	$830K
Runnymede Capital Management Inc	High 44%	39	88	$890K
Wealth Mode	Low 5%	4	88	$140K
Capital Financial Planners, LLC	Low 6%	5	89	$330K
GAMSG Financial Advisors LLC	Typical 14%	13	90	$130K
uVest Advisory Group, LLC	Low 0%	—	90	$120K
Momentum Financial and Insurance Services LLC	Low 0%	—	91	$650K
Winchester Capital Services, LLC	Low 7%	6	92	$200K
Diamond Equity Advisors	Low 0%	—	95	$170K
Patriot Wealth Planners LLC	Low 0%	—	95	—
Kilcullin Financial Life Planning, LLC	Very High 64%	61	96	$680K
Tri-Quest Investment Advisors	Low 10%	10	97	$230K
Wessel Investment Counsel, L.L.C.	Typical 26%	25	97	$1.1M
Elevated Retirement Financial Services	Typical 14%	14	98	$650K
First Look Capital Management, LLC	High 48%	47	98	$1.2M
Stkeros Financial Planning, LLC	High 30%	30	100	$0
Lee-Way Financial Services, Inc	High 45%	46	103	$1.2M
KLK Capital Wealth Advisors LLC	Low 8%	8	105	$240K
Ridinger Wealth Management, LLC	Typical 15%	16	105	$590K
Blueprint Wealth Management	Low 11%	12	106	$1.3M
Kansas City Private Wealth Management, LLC	High 33%	35	107	$920K
Rock Ridge Wealth LLC	Low 0%	—	110	$170K
Bavarian Wealth Management, Inc.	Low 2%	2	113	$170K
Lasting Legacy Wealth Management, LLC	Low 13%	15	113	$530K
Schayot Financial LLC	Typical 16%	18	114	$640K
Lotus Asset Management Limited Liability Company	Typical 25%	29	116	$1M
Blueprint 360 LLC	Typical 17%	20	117	$230K
Eastlake Planning LLC	Low 6%	7	118	$380K
Asset Growth Associates Wealth Advisors	Low 0%	—	122	$120K
Rich Dewitt Wealth Management LLC	Typical 14%	17	123	$390K
TruNorth Financial LLC	Low 7%	9	123	$320K
Isgrig Capital Asset Management, LLC	High 45%	56	124	$0
Timewealth Advisors Inc.	Very High 53%	67	127	$330K
Mann Financial Consulting Services	Low 0%	—	132	$8.6K
Domo Capital Management, LLC	High 33%	45	137	$180K
Sierra Madre Partners LLC	Low 0%	—	139	$210K
Mission Retirement	Low 10%	15	143	$450K
Burne Financial Concepts, LLC	Typical 16%	23	144	$720K
Fogarty Wealth Management, Inc.	High 41%	60	146	$880K
Arrow Investment Management LLC	Low 9%	14	149	$390K
Kingdom Wealth Development, LLC	Low 1%	1	150	$61K
Stability Financial, LLC	Low 5%	7	150	$200K
Omega Advisory LLC	Low 9%	14	154	$540K
Vertical Wealth Management	Low 0%	—	156	—
Terrell Financial Group	Typical 14%	22	157	$140K
Sustainvest Asset Management, LLC	Typical 18%	29	158	$820K
FinancialMD, LLC	Low 0%	—	164	$210K
Davis Financial Services	Low 13%	23	177	$460K
Maxout Savings Advisors LLC	Typical 17%	31	180	$560K
Legacy Cornerstone Wealth LLC	Low 0%	—	181	$120K
Stonefield Investment Advisory, Inc.	Typical 16%	29	181	$600K
Broussard Financial Group, LLC	High 38%	72	191	$730K
Cook Financial Designs, Inc.	Typical 24%	47	195	$880K
Texas Capital Management	Typical 24%	46	195	$270K
Wright Wealth Strategies, LLC	High 35%	68	196	$480K
Castellano Wealth Planning	Low 2%	4	200	$400K
deMauriac LLC	Low 4%	8	212	$170K
Atlas Investment Advisory LLC	Typical 22%	50	227	$340K
Legacy Group	Low 13%	29	228	$390K
Eisenhiler Capital LLC	Typical 27%	62	230	$190K
Global Planning Stewards LLC	Low 3%	6	232	$320K
The Retirement Planners, USA, LLC	Low 3%	6	234	$260K
Cortez Wealth Advisors LLC	Low 0%	—	248	—
Waller Wealth Management, LLC	Low 0%	—	290	$240K
Bonfanti Investment Services, LLC	Low 11%	34	301	$220K
Shankland Financial Advisors, LLC	Low 12%	38	308	$290K
Honor Wealth Management, LLC	Low 1%	2	338	$160K
The W & W Group LLC	Low 3%	10	353	$83K
Investment Capital Advisors	Typical 22%	81	373	$290K

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