HNW client percentage for Independent firms serving clients in Missouri

Independent firms active in Missouri 177 firms

Very Low 0%-0%

Low 0%-7%

Typical 7%-21%

High 21%-39%

Very High 39%-100%

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

Median: 13%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Shankland Financial Advisors, LLC	Typical 12%	38	308	$290K
Strategic Investment Advisors, Ltd.	Low 4%	13	301	$210K
Schaefer Wealth Management, Inc.	Low 0%	—	296	$270K
Smart Steps Wealth Management LLC	Low 6%	18	278	$280K
Midwest Investment Advisors, LLC	Low 1%	3	273	$220K
Investment Advisors Group, LLC	Low 4%	11	259	$220K
PathFinder Financial Services	Typical 10%	25	252	$390K
The Retirement Planners, USA, LLC	Low 3%	6	234	$260K
Financial Planning Advisors, Inc.	Low 3%	6	225	$170K
Wealth Ambassadors, LLC	Typical 7%	15	203	$270K
Retirement Planning Specialists - Midwest, LLC	Low 0%	—	200	—
Parco Wealth Management LLC	Low 0%	—	191	$110K
Summer Fields Investments, LLC	Typical 18%	34	186	$160K
Wealth Partners Corporation	Low 1%	2	175	$120K
Maciel Wealth Management	Low 0%	—	170	$110K
Risley Capital Management LLC	High 30%	48	159	$1M
Tax Advantage Advisors, Inc.	Typical 11%	16	151	$450K
Robert A. Almony, Jr. LLC	Low 0%	—	150	—
Fidelis Financial Planning, LLC	Very High 40%	60	149	$1.1M
Stone Financial	Low 1%	1	148	$130K
Saint Louis Investment Advisors Inc	High 24%	35	147	$490K
Mottet Wealth	Typical 12%	15	130	$520K
Black Financial Planning, LLC	Low 0%	—	125	—
MacroVex Capital	Very High 80%	97	121	$240K
Deep Roots Capital	Typical 9%	10	111	$410K
Successful Resource Management, Ltd.	Typical 20%	22	111	$390K
Overland Park Wealth Management LLC	High 34%	37	108	$1M
Kansas City Private Wealth Management, LLC	High 33%	35	107	$920K
ITI Financial Management	Typical 20%	21	106	$890K
Bobb Financial Incorporated	High 25%	26	105	$820K
Virtual Investment Planning LLC	Low 0%	—	102	$230K
Starkel Wealth Advisors, LLC	Low 5%	5	99	$140K
Kilcullin Financial Life Planning, LLC	Very High 64%	61	96	$680K
Beacon Financial Advisors, LLC	Low 0%	—	94	—
Emerald Wealth Management, Inc.	Low 0%	—	90	$170
Oakview Wealth Solutions LLC	Typical 13%	11	88	$320K
Capital-E-Advisors	Very High 48%	42	87	$870K
Herzog Financial Group, LLC	Very High 44%	38	87	$550K
Kam-South, LLC	Typical 9%	8	87	$760K
Centorbi Financial Group, Inc.	Typical 19%	16	86	$450K
AECH Financial	Low 6%	5	82	$290K
Durham Wealth Management, LLC	Low 6%	5	81	$340K
Irish Capital LLC	Typical 10%	8	78	$100K
S.P. Parkin & Co	Very High 56%	42	75	$1.4M
Valoir Wealth LLC	Very High 43%	31	72	$1M
Zenith Financial Planning Inc	High 38%	27	72	$590K
Financial Planning Partners	High 32%	23	71	$770K
Sound Investments Inc.	Low 0%	—	70	$260K
Kedrec LLC	Typical 13%	9	69	$490K
Kirwan Capital	Low 0%	—	69	$360K
Proactive Planning Wealth Advisory	Low 0%	—	69	$490K
Focal Point Financial Group	High 24%	16	68	$220K
Lal Ltd.	Low 0%	—	65	$490K
CKHFinancial LLC	Low 0%	—	64	$42K
John C. Gower, CFP, EA	Low 0%	—	64	—
Chladek Wealth Management, LLC	Very High 46%	29	63	$1.1M
NextGen Wealth	Very High 52%	32	61	$1M
Comprehensive Wealth Planning, LLC	Typical 10%	6	60	$220K
Greystone Investment Advisors, Inc.	Typical 20%	12	60	$390K
CWOS for Hire	High 25%	15	59	$760K
Financial Planning Associates, Inc.	High 34%	20	59	$510K
AtlanticMidwest Investment Research, LLC	Low 0%	—	58	$490K
Flattery Wealth Management LLC	Low 5%	3	58	$300K
Prairie Ridge Asset Management, LLC	High 28%	16	58	$1.1M
Premier Wealth Advisory Services, Inc.	Low 0%	—	58	$210K
Alvarado & Associates, LLC	Low 0%	—	56	$84K
Method Finance, LLC	High 36%	20	56	$980K
Baker Capital Management	Low 0%	—	53	$280K
Long River Investment Management LLC	Very High 79%	42	53	$1.5M
Parke Investment Management, Inc.	High 30%	16	53	$590K
Clarity Financial	High 37%	19	52	$550K
Halyard Financial, LLC	Typical 19%	10	52	$630K
Gateway Wealth Management, LLC	High 24%	12	51	$950K
Foundations Financial Planning, LLC	Typical 17%	8	47	$640K
Sawyer Capital Management	High 33%	15	45	$2.6M
Terrance P Davis Cpa/Pfs	Very High 82%	37	45	$2M
Pettibone Wealth Management, LLC	High 27%	12	44	$740K
Wheeler Financial Planning LLC	Low 0%	—	44	$210K
Roth Investment Management, LLC	Typical 12%	5	42	$270K
Nidhi Capital, LLC	Low 0%	—	39	$250K
Osborne Global Investors, Inc.	Low 0%	—	39	$310K
Summit Vision Financial, LLC	Typical 10%	4	39	$150K
Trek Wealth Planning	High 21%	8	39	$610K
Your Financial Partnership	Low 0%	—	39	$240K
Clarity Financial Planners	Very High 68%	26	38	$3.4M
Me Financial, PLLC	High 26%	10	38	$440K
State Line Wealth Management	Typical 13%	5	38	$440K
Gargas Investments LLC	Low 3%	1	37	$240K
80/20 Financial Services	High 33%	12	36	$920K
Starkey & Associates, Inc.	Very High 100%	36	36	$690K
Design Asset Management, LLC	Very High 46%	16	35	$580K
Retirement Roots Wealth Management LLC	Low 0%	—	35	—
P.R. Curtman Investments LLC	Typical 9%	3	34	$430K
Dittrich Financial Group LLC	Low 0%	—	33	$300K
Freedom Financial Advisors, LLC	High 36%	12	33	$1.1M
BIY Financial, LLC	Low 0%	—	30	$260K
Financial Management Consultants LLC	Very High 50%	15	30	—
Harrison Financial Planning	Very High 40%	12	30	$1.1M
Main Street Investments	Typical 13%	4	30	$310K
Mills Barrington Advisors, LLC.	Typical 10%	3	30	$460K
Maclura Investments	High 21%	6	29	$470K
Nasche Asset Management LLC	Low 0%	—	29	$710K
Artisan Financial Planning	High 32%	9	28	$1M
Baldwin Wealth Management, LLC	Very High 71%	20	28	$2.2M
Coplanning Financial LLC	High 36%	10	28	$300K
Consolidated Asset Management, LLC	Typical 19%	5	27	$990K
Heisner Financial, LLC	Very High 100%	26	26	$1.6M
Consolidated Wealth Management	Very High 100%	25	25	$1.6M
Integra Wealth Advisors	Low 0%	—	25	—
New Perspective Wealth Management	Low 0%	—	25	$200K
Peakview Strategies	High 24%	6	25	$400K
1035 Capital Management LLC	Low 0%	—	24	$210K
AIS Financial	Low 0%	—	24	$120K
Crossroads Asset Management LLC	High 33%	8	24	$900K
Rising Tide Wealth Advisory Solutions LLC	High 33%	8	24	$800K
BN Investment, LLC	Low 0%	—	23	$210K
Mobjack Investments	Low 0%	—	23	$60K
WorthyNest LLC	Very High 39%	9	23	$780K
Heffernan & Associates, Inc.	High 35%	7	20	$940K
MVK Financial Planning, LLC	Very High 45%	9	20	$580K
Mayfair Financial, LLC	Very High 100%	19	19	$2.6M
Tandem Financial Guidance, LLC	Typical 16%	3	19	$620K
Atomic Planning LLC	High 22%	4	18	$420K
K-12 Planning	Typical 11%	2	18	$340K
Livingston & Associates, Ltd.	Very High 39%	7	18	$1.1M
Bemiston Asset Management, LLC	Low 0%	—	17	$290K
Grand Street Advisors, LLC	Typical 19%	3	16	$560K
BlueVine Advice	Low 0%	—	15	$360K
Capital360Financial	Low 0%	—	15	$120K
Equity Management, Inc.	Typical 7%	1	15	$700K
Erickson Financial Solutions, LLC	Low 0%	—	15	$300K
HFP Investments	Low 0%	—	15	$240K
Krueger Asset Management, LLC	High 27%	4	15	$130K
Lamke Financial LLC	Low 0%	—	15	—
LegaTrust Financial Advisors, Inc.	Very High 67%	10	15	$1M
Pillar Financial Planning	Low 0%	—	14	$53K
R L Capital, LLC	Very High 71%	10	14	$880K
Westwood Asset Management, LLC	High 36%	5	14	$890K
Carroll Wealth Management Inc.	Typical 15%	2	13	$150K
Dynamic Wealth LLC	Very High 77%	10	13	$2M
In The Game Wealth Management	High 23%	3	13	$630K
ProsPurpose Wealth	Low 0%	—	13	$230K
Macro Trend, LLC	High 25%	3	12	$2.1M
Sharp Wealth Management	Very High 67%	8	12	$2.9M
Sigma Advisors, LLC	Very High 92%	11	12	$5.4M
Michael Piper, LLC	Very High 100%	11	11	$0
Noble Financial Advisors LLC	Low 0%	—	11	$360K
Armory Oak Wealth LLC	Low 0%	—	10	$460K
Generational Wealth Specialists	Very High 50%	5	10	—
Epoch Family Wealth	Very High 100%	9	9	$1.1M
QuantumLeap Wealth Management, LLC	Low 0%	—	9	$810K
Wynne Capital Management, Incorporated	Very High 100%	9	9	$2.7M
Adaptive Wealth Management, LLC	Low 0%	—	8	$150K
Cratero Capital LLC	Low 0%	—	8	$260K
First Class Capital	Very High 50%	4	8	$1.3M
Generational Wealth Development	Low 0%	—	8	$0
Alitus Financial Services	Typical 14%	1	7	$690K
Elite Investment Advisors, LLC	Typical 14%	1	7	$340K
JM Lotshaw Consulting	Typical 14%	1	7	$1.1M
Weatherby Capital, LLC	High 29%	2	7	$350K
Charles Capital	High 33%	2	6	$140K
Family Financial Planning	Low 0%	—	6	$0
Hill-Top Financial Planning, LLC	Typical 17%	1	6	$550K
Midwest Advisors LLC	Very High 100%	6	6	$200K
Webster Wealth Management	Low 0%	—	6	$560K
Compton Advisors, LLC	Very High 100%	5	5	$1.2M
Prism Capital	Low 0%	—	5	$1.2M
Portfolio Guide	Low 0%	—	4	$230K
Schram, Lori	Low 0%	—	4	$2M
Peoples Savings Wealth Management LLC	High 33%	1	3	$88K
Vanda Advisers	Low 0%	—	3	$580K
CedarMill Financial	Low 0%	—	2	—
Two Palms Financial	Low 0%	—	2	$8.6M
Fee-Only Financial Services LLC	Low 0%	—	1	$0
Money Consultants Advisory, Inc.	Low 0%	—	1	$2M
Tiburon Capital Advisors LLC	Very High 100%	1	1	$25K
Vance Financial Planning	Low 0%	—	1	—
Bonifacio & Company, LLC	—	—	—	—
Brandsma Capital LLC	—	—	—	—
Building Wealth Financial Advisory LLC	—	—	—	—
Chase Wealth Management	—	—	—	—
Ed Douglas	—	—	—	—
Gateway Advisors, LLC	—	—	—	—
Haven Wealth Planning	—	—	—	—
Island Insight Wealth LLC	—	—	—	—
JKD Financial	—	—	—	—
Jones & Co. Wealth Advisory	—	—	—	—
Kintail Advisors	—	—	—	—
Mitchell Kramer Advisors LLC	—	—	—	—
Opine Financial Advisors	—	—	—	—
Titan Wealth Advisory, LLC	—	—	—	—
Transcendent Investment Advisors, LLC	—	—	—	—
Yu Financial Advice, LLC	—	—	—	—

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