HNW client percentage for Independent firms serving clients in Massachusetts

Independent firms active in Massachusetts 456 firms

Very Low 0%-0%

Low 0%-19%

Typical 19%-43%

High 43%-74%

Very High 74%-100%

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

Median: 30%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Northeast Capital Management, Inc.	High 48%	40	84	$1.2M
New England Financial Group	Low 4%	3	85	$910K
Komich Capital Advisors	Low 11%	10	88	$250K
McVittie Financial Advisors	Very High 90%	79	88	—
MS Financial Services, LLC	Low 17%	15	90	$500K
Modern Financial Wellness	Low 7%	6	92	$360K
Pioneer Financial, Inc.	Low 0%	—	93	$81K
Atlas Peak Advisors, Inc.	Typical 22%	21	94	$920K
Intelligent Investing	Typical 31%	29	95	$1.2M
Commonwealth Guardians	Low 0%	—	96	$150K
Robert A. Zock & Co., Inc.	Very High 90%	86	96	$1.5M
Financial Focus Asset Management, Inc.	Low 0%	—	97	$180K
Najarian Financial LLC	Low 10%	10	99	$410K
Nichols Investment Advisory Services	Low 0%	—	100	$290K
Northeast Equity Research Inc.	Low 0%	—	100	$140K
Charles River Wealth Management, LLC	High 50%	51	103	$1.1M
Client Priority Financial Advisors LLC	Very High 86%	89	103	$0
F3 Capital	Low 0%	—	103	$350K
Brava Financial	Low 0%	—	104	—
Dodge Wealth Management	Typical 32%	34	107	$830K
Tapparo Capital Management	Typical 28%	32	113	$820K
Pashadre Capital Management, Inc.	Low 16%	18	114	$730K
Betro Mileszko & Company	Typical 39%	45	115	$1.2M
F.F. Advisors, LLC	High 57%	65	115	$850K
Gold Canyon Financial Planning	Low 0%	—	115	$370K
Mile High Investments, LLC	Typical 36%	43	121	$840K
1650 Wealth Management, LLC	Typical 30%	37	122	$920K
CSLA Financial Inc	Low 0%	—	122	$62K
Cambridge Cape Cod Advisors, LLC	High 55%	68	123	$1.6M
Elevation Financial LLC	Low 0%	—	125	$240K
Lechner Associates	Low 0%	—	125	$730K
WPG Advisory Group, LLC	Low 0%	—	128	—
Andover Advisory Group	Typical 27%	35	130	$0
Larson Financial Planning Inc.	High 60%	78	131	$1.4M
Bentley Wealth Management, LLC	Low 8%	11	132	$290K
Rocky Hill Advisors Inc.	Typical 20%	27	135	$740K
Butterworth Financial LLC	Typical 28%	39	138	$710K
A J Feldman Financial, LLC	Typical 22%	31	140	$970K
FMA Wealth Management, LLC	Typical 36%	52	144	$1.2M
On Track Financial LLC	Low 0%	—	145	$540K
Investment Management Trust, LLC	Typical 29%	42	147	$840K
Standard Planning Company	Low 8%	12	147	$590K
KBR Retirement & Investment Solutions	Low 0%	—	148	$360K
Lyon Financial Planning, LLC	High 67%	100	150	$0
Brownstone Financial Group LLC	Low 0%	—	153	$110K
Orbis Wealth Management	Low 12%	19	156	$440K
Family Partners Capital, LLC	Very High 100%	160	160	$560K
McGuigan Financial, LLC	Typical 36%	58	162	$480K
Millenium Financial Services	Low 0%	—	163	$93K
Liriano Wealth Advisory Group, LLC	Low 0%	—	167	$310K
Financial Solutions Associates	Typical 37%	65	174	$880K
Financial Answers, LLC	Typical 27%	48	176	$0
Timothy Charles Financial, LLC	Low 10%	17	177	$560K
Proficient Wealth Counselors, LLC	Typical 32%	59	182	$750K
Fabco Investment Advisors, LLC	Typical 19%	35	184	$590K
Kondracki Advisory, LLC	High 50%	93	186	$380K
MacDonald Wealth Management, LLC	Low 6%	11	187	$210K
Main Effort Financial, Inc.	Low 11%	20	189	$460K
Bonacorsi Wealth Management	Low 8%	15	199	$370K
Perpetual Financial	Low 0%	—	201	—
Creative Funding Corporation	Low 3%	7	203	$160K
Verducci Asset Management, Inc.	Low 0%	—	209	$110K
Real World Financial Planning, LLC	Very High 77%	172	223	—
D & P Investment Advisors, Ltd.	Typical 25%	58	228	$830K
Constant Guidance Financial, LLC	Typical 31%	75	239	$810K
Atlantic Coast Financial	Low 13%	31	248	$240K
SweetMoney	Typical 20%	50	250	—
The Capital Group	Low 2%	6	282	$200K
East Guilford Financial Services LLC	Low 18%	53	301	$640K
Gassman Financial LLC	Low 12%	37	307	$370K
Clarity Retirement & Wealth, LLC	Typical 30%	98	329	$420K
Applied Capital Management, LLC	Low 0%	—	500	—
LendingRobot	Low 0%	—	609	$18K

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