HNW client percentage for Independent firms serving clients in Minnesota

Independent firms active in Minnesota 203 firms

Very Low 0%-0%

Low 0%-10%

Typical 10%-25%

High 25%-44%

Very High 44%-79%

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

Median: 18%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Alternative Strategies Group, Inc.	Typical 10%	71	687	$110K
New Street Advisors Group LLC	Low 0%	—	510	$30K
MJT & Associates Financial Advisory Group, Inc.	Typical 21%	64	306	$610K
Strategic Financial Inc.	Low 7%	20	289	$140K
Thompson Investment Advisors	Low 4%	10	259	$220K
Solidity Financial LLC	Low 8%	19	252	$290K
Galligan Financial Advisors	Low 0%	—	250	$280K
Fleischer & Johnson Wealth Management, Inc.	Low 9%	20	232	$440K
Knox Avenue Financial Corp.	Typical 21%	46	221	$610K
Keystone Wealth Management	Typical 21%	43	207	$580K
MWM Wealth Advisory, LLC	Typical 20%	40	200	$650K
Hyline Wealth	Very High 53%	102	194	$420K
Thompson Private Wealth	Very High 79%	150	189	$390K
Stonefield Investment Advisory, Inc.	Typical 16%	29	181	$600K
Fitbux RIA LLC	Low 0%	—	180	$28K
Due North Financial, LLC	Low 4%	7	164	$230K
Intrepid Wealth Partners, LLC	Typical 14%	23	160	$320K
VIP Financial Associates	Typical 12%	17	142	$420K
Thompson Financial Transitions Inc.	Low 9%	11	129	$360K
Bluprint Financial, LLC	High 28%	36	127	$330K
Johnson Capital Management, LLC	Low 3%	4	127	$280K
Calhoun Financial Planning and Management	Typical 24%	30	125	$460K
Elevated Asset Management LLC	Typical 18%	22	121	$330K
Shockman Financial	Typical 13%	16	121	$300K
Superior Financial, LLC	High 25%	30	120	$930K
Celadon Managed Wealth	High 38%	45	117	$650K
Lager & Company, Inc.	Typical 10%	12	116	$230K
PlanWell Financial Guidance, LLC	Typical 16%	18	110	$500K
Rothamel Wealth Management, LLC	Typical 13%	14	108	$370K
Midwest Financial Strategies	Typical 19%	19	102	$390K
Adviser Financial Group, Inc	High 40%	40	100	$0
Wilkinson Capital Management, LLC	High 37%	36	98	$990K
Strategic Income Advisors	Low 0%	—	95	$420K
Harmoney Wealth, PLLC	Typical 15%	14	93	$560K
Legacy Retirement Advisors	Low 0%	—	91	$170K
Aquinas Capital Advisors LLC	Low 0%	—	90	$94K
Castle Rock Financial Planning, Inc.	High 25%	22	89	$550K
New Generation Wealth Management, LLC	Low 0%	—	88	—
Family Wealth Management	High 43%	37	87	$330K
Fortress Investment Services, Ltd	High 28%	24	87	$510K
Calibration Financial	Low 4%	3	85	$190K
Reinking Financial Consulting	Typical 24%	20	83	$750K
Wealth Planning Group LLC	Low 0%	—	83	$470K
Boreal Advisors LLC	Typical 18%	15	82	$700K
Investment Research Corporation	Very High 53%	43	81	$800K
Schumacher Financial, LLC	Low 6%	5	80	$350K
Fortify Financial Group, LLC	Very High 63%	50	79	$210K
Ramsey Hill Asset Management LLC	Very High 86%	68	79	$1.1M
Summit Wealth Strategies	High 32%	25	78	$660K
Hammer Advisory Services, Inc.	High 42%	30	72	$700K
Twin Cities Wealth Strategies, Inc.	Typical 11%	8	72	$410K
Drost Financial	Typical 19%	13	70	$610K
Prevail Financial Partners, LLC	High 39%	27	70	$910K
Venture Forth Financial	High 41%	29	70	$1.5M
Madrona Wealth Management LLC	High 32%	22	68	$1M
The Hatlestad Group	Typical 22%	15	68	$700K
Fiduciary Wealth	Low 0%	—	66	$230K
Greater Good Financial	Low 9%	6	66	$400K
Intelligent Investments	Low 3%	2	66	$260K
MPM Financial Corporation	Typical 15%	10	66	$450K
Zurich Awes Financial Management, LLC	Typical 17%	11	66	$400K
Exhale Wealth	High 32%	20	63	$980K
Dorn & Co., Inc.	Very High 48%	30	62	$980K
Attainable Wealth LLC	Low 0%	—	61	—
Retirement Planning and Management, Inc.	Very High 49%	30	61	$680K
Cove Financial Planning, LLC	High 42%	25	60	$1.6M
Intelligent Investor Financial Planning, LLC	High 35%	21	60	$570K
Naylor Asset Management, LLC	High 33%	20	60	$700K
Linx Equities, LLC	Very High 47%	27	57	$760K
Rising Financial	Low 9%	5	54	$220K
Crafted Wealth Management	High 36%	19	53	$1.1M
Rise Financial Group	Low 0%	—	53	—
Torchlight Financial	High 26%	14	53	$910K
Alberg Financial Services, Inc.	High 37%	19	52	$1.8M
EmeraldSpark Investments	Typical 13%	7	52	$310K
Wegner Asset Management, LLC	Very High 51%	26	51	$1.5M
Pine to Palm Financial, LLC	Low 0%	—	50	$190K
Invested Interests, LLC	Low 0%	—	49	$160K
PharmD Financial Planning LLC	Very High 44%	21	48	$730K
Cookson Financial, LLC	High 36%	17	47	$1M
NextGen Financial Advice LLC	Low 9%	4	47	$180K
Summit Advisor Group	High 38%	18	47	$990K
Illumifi Wealth	Low 0%	—	46	$180K
Krammer Financial	High 33%	15	45	$1.4M
Graff Financial LLC	Very High 64%	28	44	$2M
Paratus Wealth Management, LLC	High 36%	16	44	$1.6M
Perpetual Wealth Advisors, LLC	Very High 75%	33	44	$2.1M
Longview Wealth Management, LLC	Very High 69%	29	42	$2.9M
Trustmerit Capital	Very High 76%	32	42	$1M
Pulse Financial Planning	Typical 17%	7	41	$550K
Bossert Capital LLC	Very High 65%	26	40	$380K
Clanton Financial Partners, LLC	High 30%	12	40	$670K
Olson Wealth Management	Low 5%	2	40	$270K
Petrarch Wealth Management	Typical 13%	5	40	$300K
Valor Wealth Management LLC	Low 0%	—	40	$370K
Carson Capital	Typical 18%	7	38	$420K
Liniam Capital, LLC	Very High 100%	38	38	$550K
Efficient Market Investments, LLC	High 27%	10	37	$390K
Compass Private Wealth Consulting, LLC	Typical 14%	5	36	$550K
Campbell Wealth Advisors, LLC	Low 0%	—	35	—
Adaptive Financial Design LLC	Low 0%	—	34	$420K
Delphi Value Investments, LLC	High 27%	9	33	$140K
Kerwin Asset Management, LLC	Low 3%	1	33	$1.3M
Layline Asset Management Inc	Low 3%	1	33	$440K
DLW Financial Management, LLC	Low 6%	2	32	$290K
Dornbusch Asset Management	Low 0%	—	32	$74K
Side-By-Side Financial Planning, LLC	Low 0%	—	32	—
Maris Wealth Management LLC	Low 0%	—	31	$73K
Your-Financial-Lifeguard	Low 0%	—	31	—
Hauge Wealth Management, LLC	Low 0%	—	30	$1.1M
Jaguar Investment Services, Ltd	High 33%	10	30	$1.3M
Wenzel Analytics, Inc.	High 43%	13	30	$420K
Barington Capital Management, LLC	Very High 62%	18	29	$1.6M
Blake Wealth Strategies	Low 0%	—	29	$120K
Minder Narusiewicz, Inc.	High 41%	12	29	$930K
Avalon Financial LLC	Low 0%	—	28	$150K
Fair Park Capital Management LLC	High 29%	8	28	$290K
Right Path Financial LLC	Low 0%	—	28	$170K
Duval Investment Group	Very High 100%	27	27	$4.1M
Harrison Capital Management LLC	Very High 70%	19	27	$1.2M
Lakeview Investment Advisors, LLC	Low 7%	2	27	$2M
Oakfort Wealth Partners	Low 0%	—	27	$87K
R.M. Shannon Wealth Management, LLC	Very High 74%	20	27	$1.1M
Wealth Span Capital Management	Typical 22%	6	27	$1.4M
Aegis Investment Management, LLC	Typical 23%	6	26	$550K
CTS Consulting, LLC	Very High 72%	18	25	$1.4M
Fair Trust Financial LLC	High 32%	8	25	$970K
Twig Asset Management, LLC	Low 0%	—	25	$160K
Wealth Transitions	High 25%	6	24	$260K
White Turf Financial LLC.	Low 8%	2	24	$730K
GB Associates, Inc.	Typical 22%	5	23	$1.1M
Wealth Den Financial	Low 4%	1	23	$240K
Wisdom Wealth Management	Very High 74%	17	23	$1.7M
7th St. Financial	High 32%	7	22	$600K
AlphasFuture LLC	Very High 73%	16	22	$370K
Intune Management Corp.	Very High 86%	19	22	$3.6M
Lexington Capital, LLC	Typical 18%	4	22	$570K
Sona Wealth, Sona Wealth Management, Sona Wealth Advisors	Low 0%	—	22	$640K
Strategic Finance & Management, LLC	Typical 10%	2	20	$350K
Thoughtful Financial Planning, LLC	Typical 10%	2	20	$340K
Weiss Financial Services	Low 0%	—	20	$450K
Cambyses Financial Advisors	High 26%	5	19	$520K
Create, LLC	Low 0%	—	19	$200K
LIV Wealth Management	Low 0%	—	19	$610K
River Tree Capital Management	Very High 53%	10	19	$1.4M
Clearwater Capital Management	Very High 100%	18	18	$7.7M
Telos Solutions	Very High 44%	8	18	$1.8M
Grounded Wealth	Very High 59%	10	17	$1.8M
Investors Choice	Low 0%	—	17	$88K
Red Rock Capital Advisors, LLC	High 35%	6	17	$750K
Smith & Associates Financial Services, LLC	Low 0%	—	17	$65K
48 Peaks Wealth Advisors LLC	Low 0%	—	16	$450K
Counterculture Wealth	Low 0%	—	16	$180K
Frontenac Partners, L.L.C.	Very High 100%	16	16	$2M
Holleyjo Wealth Advisors	Typical 13%	2	16	$460K
Kodiak Investment Management LLC	Low 0%	—	16	$39K
MSM Financial, LLC	Very High 44%	7	16	$900K
Spencer Financial Advisors	Typical 21%	3	14	$1M
Couloir Wealth Advisors, Inc.	Typical 15%	2	13	$400K
Pilot Capital Management Corp	Very High 85%	11	13	$350K
The Retirement Planning Center	Low 0%	—	13	$250K
Aberdour Investments	Low 0%	—	12	$180K
Castellum Capital Management LLC	Very High 75%	9	12	$240K
Cultivate Financial	Very High 58%	7	12	$300K
JSE Wealth Management LLC	Typical 17%	2	12	$340K
SCM Investment Services	Low 0%	—	12	$260K
Vision Financial Planning LLC.	Very High 100%	12	12	$2M
Growth Equity Management, Inc.	Low 0%	—	11	$45K
Baztec Capital Management, LLC	Very High 50%	5	10	$3.8M
Ferry Capital Management LLC	High 30%	3	10	$830K
Frazer Bay Investments L. L. C.	Low 0%	—	10	$320K
Limber Capital LLC	Low 0%	—	10	$1.1M
Oak Financial Planning and Coaching, LLC	Very High 50%	5	10	—
Saffron Capital, LLC	Low 0%	—	10	$560K
First Midwest Investments	Low 0%	—	9	$330K
Fruit of the Vine Financial, LLC	Typical 22%	2	9	$930K
KMB Wealth Management, LLC	Low 0%	—	9	$600K
RLN Wealth	Very High 56%	5	9	$2.2M
808 Investments	High 38%	3	8	$760K
Bridgehaven Capital Management LLC	Very High 50%	4	8	$250K
Longview Financial, Inc.	High 38%	3	8	$1.2M
Tradewinds Investment Advisors, LLC	Low 0%	—	8	$290K
Wojick Capital Management	High 38%	3	8	$610K
Shores Edge Financial LLC	Low 0%	—	7	$500K
Strategic Financial Planning, Inc.	Low 0%	—	7	$900K
Analytics Investment Advisors	Very High 100%	6	6	$3.7M
Bernstein Financial Advisory	High 33%	2	6	$1.6M
Kubo Financial Planning and Investments, LLC	Low 0%	—	6	$4.2M
Velouria Capital Management LLC	Low 0%	—	6	—
Heartworth Financial LLC	Low 0%	—	5	$79K
Wellencourt Wealth Management LLC	Low 0%	—	5	$230K
CRG Wealth, LLC	High 25%	1	4	$350K
Don Brown - Investment Advisor, LLC	Low 0%	—	4	$1.8M
Family Wealth Counselors, LLC.	Low 0%	—	4	—
IndiWealth	Low 0%	—	4	$460K
Saber Asset Management	Very High 75%	3	4	$220K
Wagner Road Capital Management, LLC	High 25%	1	4	$31K
Longship Advisers, LLC	Low 0%	—	3	$0
The Cornish Group LLC dba Cornish Financial Services Group	Low 0%	—	3	—
Second Avenue Capital	Very High 100%	2	2	$2.5M
Landcasted Capital Management LLC	Low 0%	—	1	$420K
Odinson Partners, LLC	Low 0%	—	1	$1.4M
Sword and Shield Solutions LLC	Low 0%	—	1	$300K
Authentic Life Financial Planning	—	—	—	—
Communitas Financial Planning PBC	—	—	—	—
DA Financial Advisors, Inc.	—	—	—	—
Kruger Wealth Management, Inc.	—	—	—	—
Luminous Money	—	—	—	—
Minnewashta Rio, LLC	—	—	—	—
Provident Financial Group LLC	—	—	—	—
Renovate Financial Planning	—	—	—	—
Vera Lake Capital, LLC	—	—	—	—
WaterStreet Asset Management LLC	—	—	—	—
Willie J. Price, Inc	—	—	—	—

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