HNW client percentage for Independent firms serving clients in Michigan

Independent firms active in Michigan 290 firms

Very Low 0%-0%

Low 0%-3%

Typical 3%-19%

High 19%-39%

Very High 39%-78%

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

Median: 11%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Patrick Financial Group LLC.	Low 0%	—	603	$280K
Fineberg Wealth Management, LLC	Low 1%	3	390	$28K
Worldwide Capital Advisors, LLC	Typical 8%	30	380	$220K
Koehler Financial Services, Inc.	Low 0%	—	329	$110K
Structured Investment Advisors, LLC	High 24%	72	299	$300K
Allen Financial Management	Typical 13%	38	288	$420K
Wealth Management Partners LLC	Typical 7%	18	260	$250K
The Brock Group, LLC	Typical 13%	33	253	$370K
Affluent Solutions, LLC	Low 0%	—	240	—
Skiver Investment Services	Typical 4%	9	239	$110K
Wealth & Wellness Group, LLC	Typical 6%	14	218	$300K
SunRift Capital Partners LLC	Typical 3%	7	205	$200K
Bridgeriver Advisors LLC	Typical 4%	7	200	$320K
Advance Wealth Management Service, LLC	Typical 13%	24	191	$460K
Advanced Financial Management, Inc.	Very High 46%	84	184	$120K
Fitbux RIA LLC	Low 0%	—	180	$28K
Tim Crawford CPA	Typical 7%	12	175	$330K
FinancialMD, LLC	Low 0%	—	164	$210K
LIFEGOALS FINANCIAL GROUP	Low 0%	—	163	$360K
Our Investment Guy	Typical 6%	9	162	$370K
Equity Planning Group, Inc.	Typical 6%	9	157	$290K
Sullivan Investment Management LLC	Low 0%	—	151	$740K
Integrated Financial Planning Solutions, LLC	Very High 73%	109	150	—
Loyd Financial Management Inc.	High 36%	53	149	$890K
Jim Roberts Investment Advisors LLC	Typical 14%	20	144	$200K
A J Feldman Financial, LLC	High 22%	31	140	$970K
Domo Capital Management, LLC	High 33%	45	137	$180K
TreMonte Financial Consultants	Typical 15%	21	136	$470K
Octo Capital, LLC	Very High 56%	76	135	$1.2M
Elevation Financial LLC	Low 0%	—	125	$240K
Ydream Financial Services, Inc.	High 37%	46	125	$1M
Effective Assets	High 33%	41	124	$1.2M
Equivest Financial Advisors LLC	Low 0%	—	123	$520K
Impact Investment Strategies, Inc	Typical 13%	15	113	$470K
Derrin Leigh LLC	High 23%	25	110	$260K
ECF Wealth, Inc.	High 22%	24	109	$690K
M.A. Global Investment Advisor, LLC	Typical 4%	4	106	$100K
Greenrock Wealth Management, LLC	Typical 17%	17	101	$410K
Reitz Capital Advisors LLC	High 38%	38	101	$1M
Asset Preservation Capital, LTD	Low 0%	—	100	$190K
Retirement Investment Advisors Inc.	Low 0%	—	100	—
Visionquest Financial Planning LLC	Low 0%	—	100	—
New View Financial, LLC	Low 0%	—	98	$270K
Plaisier Financial Group LLC	Low 0%	—	97	$90K
Castle Wealth Group Investments LLC	Typical 10%	10	96	$650K
Clarity Wealth Management LLC	Low 1%	1	95	$100K
Patriot Wealth Planners LLC	Low 0%	—	95	—
Summitview Advisors	High 25%	23	93	$730K
J Wilson Wealth Management	High 24%	22	91	$270K
Thomas Jones Financial LLC	Low 0%	—	90	$410K
Cook & Associates	High 28%	25	89	$740K
Heal Financial LLC	Low 0%	—	89	$220K
Simplified Financial Partners	High 20%	18	89	$820K
Forward Financial LLC	High 23%	20	88	$890K
Black Walnut Wealth Management	Very High 47%	40	86	$1.6M
Core Wealth Consultants, LLC	High 20%	17	85	$480K
Sterling Advisory Group LLC	Typical 11%	9	85	$350K
Cardinal Financial Consultants, LLC	Typical 4%	3	84	$210K
Macino Financial, LLC	Low 0%	—	83	$150K
Phibbs Financial	Low 2%	2	83	$320K
Upbeat Financial	Typical 4%	3	83	$240K
Mueller Asset Management	Typical 4%	3	80	$560K
Villaire Financial, LLC	Low 0%	—	80	$23K
Deller Wealth Management LLC	High 25%	20	79	$280K
Morter Investment Management LLC	Low 0%	—	79	$120K
Able Wealth Management Solutions LLC	High 23%	18	77	$410K
Recker Financial LLC	Typical 3%	2	76	$250K
Global Wealth Advisors LLC	Very High 51%	38	74	$1.4M
Lake Jericho, LLC	High 29%	21	73	$430K
Harbor Light Planning	Very High 71%	51	72	$1.5M
Tamma Capital LLC	High 28%	20	72	$570K
Faithful Steward Wealth Management, Inc.	Low 1%	1	71	$140K
MarketStrats, LLC	Very High 42%	30	71	$660K
Northpointe Investment Advisory, LLC	High 30%	21	71	$1.1M
Watershed Wealth	Typical 10%	7	71	$250K
Behlke Financial	Low 0%	—	69	$420K
Confidential Management Advisors, Inc.	Very High 74%	51	69	$2.3M
Front Street Wealth Management	Very High 44%	30	68	$1.4M
Rollingwave Capital	Very High 40%	27	67	$310K
Zephyr Advisers	Low 0%	—	67	$78K
MMI Asset Management Services, LLC	High 20%	13	66	$210K
MSDR Partners, LLC	Low 0%	—	66	$390K
Saunders Financial LLC	Very High 39%	26	66	$1M
Mcn Investment Management Co.	High 23%	15	65	$1.4M
Schmerge Executive Planning Services, Inc.	High 22%	14	65	$640K
Wolverine Wealth Advisory Services Inc.	Very High 48%	31	65	$2M
Association Financial Services, LLC	Low 0%	—	64	$63K
DV Kill Advisory Services, LLC	Low 0%	—	64	$80K
Liberty Financial Planning, Inc.	Very High 52%	33	64	$0
Retirement Capital Services LLC	Low 0%	—	63	$160K
Simple Portfolio Management, Inc.	Very High 48%	30	63	$1.9M
SW Advisors, LLC	Low 0%	—	63	$250K
Armor Wealth Strategies, LLC	Typical 8%	5	62	$240K
Genfi LLC	Very High 45%	28	62	$740K
Antonio Stokes Advisors	Typical 17%	10	60	$130K
Bakalis Financial Inc.	Typical 13%	8	60	$470K
DC & Associates	Typical 3%	2	60	$320K
Naylor Asset Management, LLC	High 33%	20	60	$700K
Randazzo Capital Management, LLC	Typical 8%	5	59	$390K
Fitzpatrick Financial Solutions, LLC	Low 2%	1	58	$330K
Isadore Private Wealth, LLC	Typical 12%	7	58	$200K
Professional Analysts, LLC	Low 0%	—	58	$650K
RMG Advisory Services	Typical 14%	8	58	$410K
RK Asset Management	Very High 56%	32	57	$1.2M
Face 2 Face Financial Planning, LLC	Low 2%	1	54	$550K
Geddi Capital LLC	Low 0%	—	53	$58K
Lineguard Investments, LLC	High 28%	15	53	$800K
Voorman Investment Counsel LLC	Typical 13%	7	53	$420K
Diversified Consumer Planning	Low 0%	—	52	$140K
Salehi Wealth Management, LLC	High 20%	10	51	$300K
Summit Wealth Strategies Group, LLC	High 29%	15	51	$950K
1st Securities Management, Inc	Typical 4%	2	50	$0
Diversified Consumer Planning LLC	Typical 4%	2	50	$190K
Kuli Capital Management	Low 0%	—	50	$330K
Wealth Management Partners of Michigan, LLC	Low 0%	—	50	$310K
Daniel Investments, Inc.	Typical 12%	6	49	$1.2M
I Am, Inc.	Typical 8%	4	48	$0
Mangotree Capital, LLC	Very High 63%	30	48	$800K
Bespoke Financial Planning, LLC	Typical 6%	3	47	$270K
UsaWorld Capital LLC	Low 0%	—	47	$100K
Waterford Financial Management, LLC	Typical 17%	8	47	$940K
Alliance Advisors Wealth Management LLC	Low 0%	—	45	$330K
John M. Leonard, LLC	High 24%	11	45	$700K
RAPIDS FINANCIAL LLC	Low 0%	—	45	$120K
Coriander Financial Group LLC	Typical 5%	2	44	$1.4M
Don A. Slabaugh, LLC	Very High 39%	17	44	$780K
GK Private Wealth Partners LLC	High 36%	16	44	$390K
Ford Financial Fitness	Low 2%	1	43	$310K
Straitgate Financial L.L.C.	Typical 12%	5	43	$420K
KRS Capital Management, LLC	Very High 81%	34	42	$4.5M
Lamberson Knight Wealth Management LLC	Low 0%	—	42	$180K
Robert Charles Capital Management	Very High 67%	28	42	$2.5M
Rich Michaels Investments, LLC	Low 0%	—	41	$230K
JDV Wealth Advisors, LLC	Low 0%	—	40	$150K
Long Lake Capital Management, LLC	Very High 58%	23	40	$1.1M
Marin Financial LLC	Typical 10%	4	40	$230K
Oliver Financial Planning LLC	Very High 88%	35	40	$0
R.J. Sutts & Company	Low 0%	—	40	$280K
Wendt Financial Advisors, LLC	Very High 68%	27	40	$2.2M
4Square Advisory Services, Inc.	Typical 13%	5	39	$500K
Brigman Wealth Management	Low 0%	—	38	$140K
University Wealth Advisors LLC	Typical 13%	5	38	$690K
46 and 2 Investment Advisors, LLC	Very High 54%	20	37	$1.4M
ARK Advisors, LLC	Low 0%	—	36	$1.6M
Colloquium Asset Management, Inc.	Low 0%	—	35	$140K
Reliance Capital Holdings, LLC	Low 0%	—	35	$140K
DrivenWealth, LLC	Very High 100%	34	34	$800K
Sequence Analytix, LLC	High 24%	8	34	$1.1M
Taylor Strategic Wealth Management, LLC	High 38%	13	34	$470K
Calvert Planning Corporation	Very High 45%	15	33	$570K
SkySail Wealth Management LLC	Typical 15%	5	33	$640K
Black Diamond Investment Group,Inc.	Low 0%	—	32	$220K
Dorchester Advisors LLC	Very High 72%	23	32	$2.1M
Haas Financial Services Inc	Low 0%	—	32	$140K
Side-By-Side Financial Planning, LLC	Low 0%	—	32	—
Simmons Financial Services, Inc.	Low 0%	—	32	$41K
Tailwind Wealth Management, LLC	High 34%	11	32	$1.2M
Verdura Wealth Management, LLC	Typical 9%	3	32	$320K
The Financial Planning Company	High 29%	9	31	$380K
Banyan Asset Management, Inc.	High 30%	9	30	$900K
Ferris Financial Services, L.L.C.	Typical 17%	5	30	$970K
PDM Investment Services, LLC	Very High 50%	15	30	$1.1M
Horton Financial Planning LLC	Very High 100%	29	29	$0
Park Investments and Consulting LLC	Very High 52%	15	29	$890K
Stamford Bridge Wealth Management LLC	Very High 45%	13	29	$670K
DCO Capital Management LLC	Very High 79%	22	28	$860K
Vermeulen Capital Management	Low 0%	—	28	$870K
Wolakota Financial Advisors	Low 0%	—	28	$300K
Dushane Management, Inc.	Typical 15%	4	27	$490K
Fintentional LLC	Very High 59%	16	27	$750K
Independent Financial Services	Low 0%	—	27	$53K
Magna Advisors	High 33%	9	27	$100K
West Loop Financial LLC	Very High 67%	18	27	$1.7M
3A Financial Group, LLC	Low 0%	—	26	$450K
Convert Financial Services LLC	Low 0%	—	26	$77K
Core Financial Planning	High 19%	5	26	—
Compound Value Advisers, LLC	Very High 72%	18	25	$1.1M
Heath Capital Management, Inc.	Low 0%	—	25	$1.5M
MNM Vested, LLC	Low 0%	—	25	—
Ridge Investment Advisors	Very High 64%	16	25	$1.5M
Clearview Capital	Very High 42%	10	24	$1.2M
Investment Initiatives, LLC	High 33%	8	24	$550K
Maxwell Investment Advisory Services	High 21%	5	24	$390K
Personal Financial Advice & Insights, LLC	Low 0%	—	24	—
Retirement & Investment Planning, Inc.	Low 0%	—	24	$200K
Security Financial Advisors,LLC	High 29%	7	24	$780K
XLM Capital Management	Very High 100%	24	24	$4M
CES Investment Strategies	High 35%	8	23	$960K
IAM Financial	Very High 74%	17	23	$1.8M
Soo Financial L.L.C.	High 35%	8	23	$980K
Third Coast Securities LLC	Typical 17%	4	23	$240K
MGC Capital	Typical 14%	3	22	$310K
Pathway Financial Planning	Low 0%	—	22	$1.7M
True Wealth Retirement Partners, LLC	High 27%	6	22	$770K
Conway Asset Management, Inc.	High 38%	8	21	$1.7M
C&D Wealth Advisors	Very High 55%	11	20	$1.3M
Cultivate Financial Wellness, LLC	High 25%	5	20	$820K
GilliKin Advisors Limited	Low 0%	—	20	$1.6M
Hallgren Financial LLC	High 20%	4	20	$3M
Investors Management Services Inc	Very High 100%	20	20	$560K
Pointe Equity Partners LLC	Low 0%	—	20	$750K
Richard A. Stebbins CPA CFP CMFC	Low 0%	—	20	$620K
State Street Financial Advisors, LLC	Typical 15%	3	20	$0
Global Portfolio Services LLC	Typical 11%	2	19	$650K
Martin W. Rosenzveig & Co., LLC	Very High 47%	9	19	$1.1M
Olive Tree Asset Management	Very High 47%	9	19	$660K
Weil Enterprises, Inc.	Low 0%	—	19	$2.1M
Chessie Advisors, LLC	High 28%	5	18	$710K
Cornerstone Asset Management, LLC	Low 0%	—	18	$130K
Creo Global Capital LLC	Very High 56%	7	16	$880K
Namesake Group	Low 0%	—	18	$630K
Physicians' Financial L.C.	Very High 78%	14	18	$29K
Reinhart Asset Management LLC	Low 0%	—	18	$160K
Underhill Investments, LLC	High 28%	5	18	$310K
Freedom Financial Planning Solutions, LLC	Typical 6%	1	17	$130K
George Papadopoulos, Cpa/Pfs,Cfp	Very High 94%	16	17	$4.1M
Golden Goose Wealth Planning	Low 0%	—	17	$290K
Personal Wealth Management, LLC	High 35%	6	17	$370K
Vartanian Capital Management	Low 0%	—	17	$1.2M
Advosion	High 38%	6	16	$2M
AverTrust Wealth LLC	Low 0%	—	16	$82K
Newage Advisors LLC	Low 0%	—	16	$940K
Belle Eve Financial	Very High 47%	7	15	$2.3M
Objective Investments, LLC	Low 0%	—	15	$220K
Dishow Wealth Management LLC	Typical 7%	1	14	$100K
Falconer Group	Very High 57%	8	14	$2.6M
Kaunisto Capital L.L.C.	High 21%	3	14	$96K
Meridian Asset Management	Low 0%	—	14	$630K
Whale Shark Financial LLC	High 21%	3	14	$530K
Abram Asset Management	Low 0%	—	13	$620K
Conklin Financial Management, LLC	Low 0%	—	13	$110K
Glass City Capital Management, LLC	Low 0%	—	13	$460K
Donner's Financial Services Inc.	Low 0%	—	12	$55K
Neville Wealth Management	Very High 100%	12	12	$1.3M
Tribble Financial Planning	Low 0%	—	12	—
Weather Eye Advisors, Inc.	Low 0%	—	12	$370K
Adestella Investment Management LLC	Very High 100%	11	11	$160K
Alpha Investment Management, Inc.	Very High 91%	10	11	$1.6M
Hardy Financial Planning	Low 0%	—	11	$1.4M
MJS Capital Inc.	Low 0%	—	11	$260K
Vedanta Sentinel Investment Advisors	High 27%	3	11	$350K
Action Point Retirement Group LLC	Low 0%	—	10	$120K
Bowen Financial Planning LLC	Low 0%	—	10	$210K
Henchmen Partners	Low 0%	—	10	$13K
Haven Financial Partners LLC	Low 0%	—	9	$840K
KB Wealth Management, LLC	Very High 56%	5	9	$1.4M
Paycheck to Wealth, LLC	Low 0%	—	9	$0
Wellspring Investing	Typical 11%	1	9	$890K
Blumberg B+V Advisors, LLC	Very High 50%	4	8	$2.5M
Boardwalk Wealth Management	High 25%	2	8	$220K
Calado Capital	Low 0%	—	8	$72K
Cole Investment Advisors, Inc.	Typical 13%	1	8	$480K
Full Bloom Financial	Typical 13%	1	8	$170K
Grand Street Wealth Management, LLC	High 38%	3	8	$870K
Grit and Lavender Financial Planning	Low 0%	—	8	$120K
Whistle Stop Financial Advice	Low 0%	—	8	$66K
Fiducial Partners LLC	Low 0%	—	7	$210K
Fuleihan, Camille, Farid	Very High 100%	7	7	$2.4M
Precision Vector Financial	Low 0%	—	7	$81K
RJB Investment Advisory Services, LLC	High 29%	2	7	$650K
Select Financial Services Group, Inc.	Low 0%	—	7	$0
Sullivan Dunn Wealth Management	High 29%	2	7	$1.4M
Tetra Wealth Management	Low 0%	—	7	$99K
Efficient Planning Solutions LLC	Low 0%	—	6	$180K
Kennedy Investment Counsel LLC	High 33%	2	6	$1.9M
Pierce Financial LLC	Low 0%	—	6	$330K
Asset Architects, LLC	Low 0%	—	5	$0
Brookwood Financial Services	Low 0%	—	5	$53K
Dobbins Capital Management	Low 0%	—	5	$39K
Grad Wealth Management PLLC	Low 0%	—	5	$330K
Griffon Investment Advisors Incorporated	Very High 40%	2	5	$680K
Kastler Financial Planning	Low 0%	—	5	$60K
Mirror Lake Wealth Management, LLC	Very High 100%	5	5	$1.6M
Orcus Investment Advisors, LLC	Low 0%	—	5	$1.2M
Planpath Financial	Low 0%	—	5	$250K
Planvesting, LLC	Very High 40%	2	5	$2.3M
Glass Retirement Strategies, Inc.	Very High 100%	4	4	$310K
Jamerson-Crosby Investment Advisors LLC	Low 0%	—	4	$75K
Laurentine Investments LLC	Very High 100%	4	4	$1M
Socrates Financial Planning	Low 0%	—	4	$0
Ballers and Associates	Low 0%	—	3	—
Daniel Ryan Financial LLC	High 33%	1	3	$500K
Sensible Financial Solutions, LLC	Low 0%	—	3	$200K
Institute of Trade Management	Low 0%	—	2	$0
Noble Street Wealth Management	Low 0%	—	2	$19K
Scout Financial Planning	Low 0%	—	2	$0
Innermost Wealth Management, LLC	Low 0%	—	1	$0
Milieu Personal Finance LLC	Low 0%	—	1	$390K
Nylrem Asset Management, LLC	Low 0%	—	1	—
320 Life Financial Planning	—	—	—	—
Anomaly Advisors	—	—	—	—
ApepA Advisors LLC	—	—	—	—
Bell Financial Planning	—	—	—	—
Birmingham Capital LLC	—	—	—	—
Brohl Financial LLC	—	—	—	—
Cedar Grove Capital Management	—	—	—	—
Crystal Coast Wealth Advisors LLC	—	—	—	—
Delta Financial, Inc.	—	—	—	—
DIB Investment Management LLC	—	—	—	—
Elevated Performance Investment Group, LLC	—	—	—	—
First Dollar Saved LLC	—	—	—	—
FITSHA Consulting	—	—	—	—
Forsythia Financial	—	—	—	—
Fountainhead Financial Management, Inc.	—	—	—	—
Freedom Financial Consulting	—	—	—	—
Freedom Formula Wealth Management	—	—	—	—
FUTR Wealth Management LLC	—	—	—	—
Greydog Financial	—	—	—	—
Kalaj Capital	—	—	—	—
LOTV Planning & Consulting	—	—	—	—
Lyman Financial	—	—	—	—
Manitou Capital Management, Inc.	—	—	—	—
Mason-McBride Capital Advisors, LLC	—	—	—	—
MD Advice Financial	—	—	—	—
Meadowbrook Asset Management, LLC	—	—	—	—
Measured Path Capital, LLC	—	—	—	—
Mitch Lyons Wealth LLC	—	—	—	—
Murray Strategic Investment LLC	—	—	—	—
On Track to Retire LLC	—	—	—	—
Pacifica Legacy	—	—	—	—
Predmore Advisors LLC	—	—	—	—
Ruby Financial	—	—	—	—
Scale Investment Group	—	—	—	—
Schafer Investment Group, Inc.	—	—	—	—
SDC Advisory, LLC	—	—	—	—
Sea Suite Financial LLC	—	—	—	—
Solomon Capital Partners LLC	—	—	—	—
Sound Financial Planning LLC	—	—	—	—
The Ryan Group Portfolio Design LLC	—	—	—	—
Tower Ridge Investment Management LLC	—	—	—	—
Triumph Investment Advisory Group, LLC	—	—	—	—
Wealth Management Institute, Inc.	—	—	—	—
Wellsage Wealth Management LLC	—	—	—	—
Williamson Ross Financial	—	—	—	—
Wittfit Financial LLC	—	—	—	—

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