HNW client percentage for Independent firms serving clients in Nevada

Independent firms active in Nevada 124 firms

Very Low 0%-0%

Low 0%-10%

Typical 10%-23%

High 23%-60%

Very High 60%-100%

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

Median: 18%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Crinite Financial Strategies	Low 0%	—	405	$150K
C2C Wealth Management, LLC	Typical 17%	55	324	$550K
NuWealth Advisors, LLC	Low 6%	15	260	$120K
CDFinancial	Low 6%	14	249	$350K
Financial Planning Advisors, Inc.	Low 3%	6	225	$170K
Sentinel Wealth Strategies	Low 0%	—	220	$180K
Ascend Wealth Management LLC	Low 1%	2	216	$150K
Thoughtful Money LLC	Low 0%	—	187	$0
KMI Wealth Advisors	Low 4%	7	186	$270K
Legacy Cornerstone Wealth LLC	Low 0%	—	181	$120K
Pembroke Asset Advisors, LLC	Typical 15%	26	168	$300K
RJJ Pasadena Securities, Inc.	High 35%	58	165	$660K
JHP Planning, LLC	Typical 19%	27	145	$600K
Palermo Wealth Management, LLC	Typical 16%	21	129	$750K
Paradigm Capital Management	High 56%	70	125	$1.4M
CSLA Financial Inc	Low 0%	—	122	$62K
Mountain View Financial Advisors	Typical 19%	22	113	$600K
Legacy & Wealth Financial Advisors	Typical 13%	15	112	$530K
Perpetual Capital Advisors, LLC	Typical 11%	12	111	$220K
Vivuto, LLC	Low 0%	—	111	$73K
Columbia Benefits, LLC	High 44%	48	109	$880K
Boyd Investment Services	Typical 20%	21	106	$500K
Straight Line Investment Group, LLC	Typical 22%	23	106	$540K
Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors	Low 0%	—	101	—
Capital Management Analytics	High 36%	36	99	$310K
Sierra Nevada Wealth Management, LLC	Low 0%	—	99	$210K
Atlas Peak Advisors, Inc.	Typical 22%	21	94	$920K
Foothills Capital Management, LLC	Typical 11%	10	90	$280K
Conway Partners	Very High 86%	70	81	$1.8M
Prakash Investment Advisors LLC	Very High 76%	61	80	$1.9M
Monocot Wealth Management, LLC	High 44%	34	78	$840K
NTACT Retirement Solutions	Typical 13%	10	75	$390K
Encompass Financial Planning	Low 9%	7	74	$400K
McCurdy Financial Solutions	High 26%	19	74	$360K
Squires Law & Squires Investments, LLC	Very High 100%	71	71	$1.3M
Strategic Portfolio Advisors	High 25%	17	69	$1M
Whiterock Financial, LLC	High 23%	16	69	$390K
Retirement Wealth Center Inc	High 36%	24	66	$470K
Lal Ltd.	Low 0%	—	65	$490K
Silver Anchor Financial, LLC	Typical 22%	14	63	$400K
Bray Capital Group LLC	Low 0%	—	61	$33K
Vomund Investment Management, LLC	High 46%	28	61	$1M
G&S Wealth Management LLC	Low 0%	—	59	$130K
MFA Global Consulting Group LLC	Low 0%	—	58	$8.6K
Forthright Finances LLC	Low 0%	—	54	$530K
Compass Financial, LLC	Low 9%	5	53	$260K
Stryker Financial	Typical 11%	41	53	$240K
Firmament Financial	Typical 21%	11	52	$600K
A to Z Asset Advisors, LLC	Low 6%	3	48	$330K
Ruesoff Asset Management LLC	Typical 19%	9	48	$790K
Dogwood Capital Management	High 58%	26	45	$1M
Randolph & Associates, LLC	Typical 11%	5	45	$250K
Sullivan Capital Management	High 59%	26	44	$580K
Cadger Tax and Financial Inc.	Low 5%	2	43	$270K
Trident Capital Advisors, LLC	High 28%	12	43	$980K
Alpine Asset Management	High 56%	23	41	$1.3M
Buff Your Finances	Low 5%	2	41	$240K
Cubed Systems	High 50%	20	40	$1.5M
Ignis Capital Advisors LLC	Low 0%	—	40	$150K
MW Investment Advisor, LLC	Low 0%	—	38	$870K
InvestiFI Wealth Management LLC	Low 0%	—	36	$100K
Infinity Wealth Coaching, LLC	Low 0%	—	35	$190K
Artience Capital Management, LLC	Very High 65%	22	34	$4.3M
CSW Partners, LLC	Low 0%	—	34	—
Cgr Financial	Typical 15%	5	33	$160K
Purposeful Planning	High 52%	17	33	$750K
Rader Wealth Management LLC	Typical 18%	6	33	$570K
Edgemont Investment Management, LLC	Very High 63%	20	32	$1.7M
Klaraos, LLC	High 47%	14	30	$320K
Managed Wealth Advantage, LLC	Low 0%	—	30	—
YH&C Investments Inc.	High 55%	16	29	$670K
Gajardo Wealth Management LLC	Typical 14%	4	28	$260K
Heinz Global Asset Management, Inc.	Very High 100%	28	28	$1.1M
Ulta Wealth Management, LLC	Very High 89%	24	27	$5.4M
Avalon Wealth Partners	Low 0%	—	26	$310K
Caleb Lawrence Registered Investment Adviser Inc.	Low 0%	—	26	$230K
Western Level Advisors LLC	Typical 21%	5	24	$750K
Cadenza Financial Planning	Low 0%	—	21	$300K
Softwealth	Very High 67%	14	21	$710K
GSP Financial Strategies	Typical 10%	2	20	$410K
Darby Wealth Planning LLC	High 37%	7	19	$1.4M
DNA Financial	Low 0%	—	19	$67K
Pilot Wealth Strategies	Low 5%	1	19	$190K
Planned Security Advisors LLC	Low 6%	1	16	$200K
Deeringer Wealth Management, LLC	Very High 80%	12	15	$2.6M
Houssels Capital Management, LLC	Very High 86%	12	14	$3.7M
ERK Wealth Advisors, LLC	High 46%	6	13	$260K
Wealth in Yourself LLC	Low 8%	1	13	$270K
Wealth Team LLC	High 23%	3	13	$110K
Alta Financial Group	High 25%	3	12	$500K
Desert Capital Advisors, LLC	Very High 67%	8	12	$6.8M
MLD Investment Advisory, Inc.	Very High 100%	12	12	$1.6M
Private Wealth Management LLC	Very High 67%	8	12	$11M
Spirit Investment Advisors	Very High 100%	12	12	$1.8M
Just Advisors	Very High 73%	8	11	$180K
Michael Mellberg Investment Advisor	Typical 18%	2	11	$610K
PivotPoint Advisors, LLC	Low 0%	—	11	$76K
Sterling Wealth Management	High 55%	6	11	$2.8M
Cornerstone Financial Advisors Ltd.	Low 0%	—	10	$640K
Discretionary Inc.	Low 0%	—	10	$140K
Smith, Blair	Low 0%	—	10	$600K
Echo Wealth Partners	Very High 89%	8	9	$930K
FD Ball Investment Advisors, LLC	Low 0%	—	9	$200K
Herrington Investment Solutions	Very High 75%	6	8	$700K
Motta Wealth Management LLC	Low 0%	—	8	$50K
Oresund Capital LLC	Very High 100%	8	8	$2.1M
Clarity Council Financial, LLC	Low 0%	—	7	—
Fraser Asset Management	Very High 100%	7	7	$520K
Interval Capital Management, LLC	Very High 100%	6	6	$1.2M
SG Financial Group, LLC	Low 0%	—	6	$430K
Wolf Pack Wealth	Low 0%	—	6	$190K
Concordia Capital LLC	Typical 20%	1	5	$76K
Kaitz Investments Inc.	Very High 100%	5	5	$410K
Oceanair Wealth	High 40%	2	5	$97K
Secondwind Asset Management LLC	Very High 100%	4	4	$1.5M
Wise Wealth Solutions, LLC	High 25%	1	4	$1.2M
Options Best Financial	Very High 100%	3	3	$1.2M
Red Rock Capital Management LLC	Low 0%	—	3	$250K
Hatchet Financial, LLC	High 50%	1	2	$610K
La Loma Capital	Very High 100%	2	2	$950K
Nomad Financial	Low 0%	—	2	$1.9M
Panthera Capital LLC	Very High 100%	2	2	$720K
Bird Spring Financial LLC	Low 0%	—	1	—
Hawken Wealth Management	Low 0%	—	1	$3.5M
Ashcroft Green Advisors, LLC	—	—	—	—
Brinker Asset Management	—	—	—	—
ClearPath Investment, LLC	—	—	—	—
Ensourceful, Inc.	—	—	—	—
Financial Fitness	—	—	—	—
GAO Investments	—	—	—	—
Harvest Wealth Design & Management, LLC	—	—	—	—
H.S. Financial, Inc.	—	—	—	—
Kingston Financial Services	—	—	—	—
Legacy Wealth Group	—	—	—	—
Maierhofer Wealth	—	—	—	—
McKinney-X LLC	—	—	—	—
Navigator Wealth Advisors	—	—	—	—
NLRK LLC dba Newbean Capital LLC	—	—	—	—
Oak Bay Financial, LLC	—	—	—	—
Patrick J. Keating Investment Management, LLC	—	—	—	—
Powerhouse Financial Advisors, Inc.	—	26	256	—
Sagebrush Wealth Partners	—	—	—	—
Thrive Wise Wealth	—	—	—	—
Trica Wealth Planning, LLC	—	—	—	—
Virtuoso Wealth Management	—	—	—	—
Winder Wealth Management LLC	—	—	—	—
Winston Wealth Strategies, LLC	—	—	—	—

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