HNW client percentage for Independent firms serving clients in Montana

Independent firms active in Montana 47 firms

Very Low 0%-0%

Low 0%-10%

Typical 10%-31%

High 31%-50%

Very High 50%-100%

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

Median: 15%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Sentinel Wealth Strategies	Low 0%	—	220	$180K
Integrated Financial Management, LLC	Low 7%	11	148	$410K
Diamond Investment Management Services, LLC	Typical 10%	13	126	$200K
CSLA Financial Inc	Low 0%	—	122	$62K
Wildrye Financial	High 38%	46	122	$740K
Glacier Investment Management	Typical 10%	11	114	$310K
Bibler Financial Group	Low 0%	—	110	$450K
Royal Palms Capital, LLC	High 38%	33	87	$1.4M
Sapphire Financial Strategies, L.L.C.	Low 3%	2	77	$230K
Arkell Asset Management, LLC	High 39%	28	71	$1.1M
Stapleton Financial Group	Low 9%	6	66	$240K
James C Wangerin, CPA/PFS	Low 0%	—	61	$84K
Ascent Wealth Management	High 47%	28	60	$900K
JCG Advisory Group, LLC	Typical 24%	13	55	$590K
Platler Capital Management LLC	Typical 15%	8	53	$530K
Mccormick Financial Advisors, LLC	High 48%	25	52	$1.6M
Clearstone Wealth Management, LLC	High 43%	22	51	$580K
Solid Rock Wealth Management	Very High 51%	24	47	$940K
Springbrook Financial, LLC	Typical 15%	7	47	$580K
Inukshuk Investments, LLC	Typical 16%	7	45	$410K
GlacierWealth	Very High 78%	32	41	$770K
Montana Investment Advisors Inc	Very High 56%	23	41	$1.2M
Quinn Capital LLC	Typical 29%	10	35	$680K
TheMoneyMD.com, LLC	Typical 10%	3	31	$410K
Advanced Practice Planning, LLC	Typical 13%	4	30	$210K
Off the Beaten Path Financial	Low 0%	—	29	$210K
EDR Investment Advisors, LLC	Low 0%	—	27	$150K
Dividends & More	Low 0%	—	26	$770K
Group W Investment Management LLC	Very High 64%	14	22	$950K
Kipling & Co.	Low 0%	—	22	$270K
Yellowstone Investment Planners, Inc.	Low 0%	—	22	$500K
Quarterpoint	Low 0%	—	21	$76K
Optima Capital Management	High 37%	7	19	$1.9M
Aviator Wealth Group	High 33%	6	18	$570K
KTE Capital Management, LLC	High 38%	6	16	$680K
Watson House Investment Management, LLC	Very High 64%	9	14	$1.4M
H R Financial Services, Inc.	Very High 77%	10	13	$1.2M
Entrusted Wealth	Low 0%	—	12	$630K
Hansen Wealth Management	Very High 100%	12	12	$7.9M
Pinecrest Advisors	Typical 20%	2	10	$410K
Encore 401K, LLC	Low 0%	—	8	$1.7M
Larsen Financial Services	Low 0%	—	8	$620K
Pathfinder Wealth Advisors, LLC	Very High 100%	7	7	$3M
Noisy Creek Capital	Low 0%	—	6	$3.2M
Bow Stream Investments LLC	Very High 100%	5	5	$2.1M
Eagle Spirit Investments Consulting, Inc.	Very High 100%	5	5	$1.2M
Wyndfall Financial Inc	Low 0%	—	5	$430K
406 Pm	—	—	—	—
Firetower Advisors	—	—	—	—
Golden Thread Collaborative, LLC	—	—	—	—
Lifeproof Financial LLC	—	—	—	—
MoneySense LLC	—	—	—	—
Switchbacks Capital Advisory, LLC	—	—	—	—
TTG Financial Services, Inc.	—	—	—	—

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