HNW client percentage for Independent firms serving clients in New Hampshire

Independent firms active in New Hampshire 122 firms

Very Low 0%-0%

Low 0%-12%

Typical 12%-34%

High 34%-59%

Very High 59%-100%

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

Median: 26%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Appletree Financial Services LLC	—	—	—	—
AZTEC Financial Group, LLC	—	—	—	—
Balanced Wealth Strategies LLC	—	—	—	—
BAS Capital Management LLC	—	—	—	—
BQ Asset Management	—	—	—	—
Callidus Capital	—	—	—	—
Cayena Capital Management, LLC	—	—	—	—
Chez Shea LLC	—	—	—	—
CJS Financial Advisers / CJSF Advisers	—	—	—	—
Creegan & Associates	—	—	—	—
DW West Investments LLC	—	—	—	—
Gulfstream Financial Group LLC	—	—	—	—
Hanai Financial	—	—	—	—
John Elliott Wealth Management LLC	—	—	—	—
LCW Planning and Investments, LLC	—	—	—	—
Momentum Investment Research and Management, LLC	—	—	—	—
New England Tactical Investments LLC	—	—	—	—
Sheer Empowerment Financial, LLC	—	—	—	—
Studio Ventures and Capital Advisors, LLC	—	—	—	—
Sugar Hill Advisors, LLC	—	—	—	—
Waldo.AI, Inc.	—	—	—	—
Rational Frontier Advisors, LLC	Very High 100%	1	1	$2.2M
FULLA Financial Planning	Low 0%	—	2	—
KWM Financial LLC	Low 0%	—	4	$570K
Nintai Investments LLC	Low 0%	—	4	$13M
N.A.S. Capital LLC	Very High 60%	3	5	$2.2M
Davisson Investment, LLC	Typical 33%	2	6	$3.1M
Stratton Capital Management, LLC	Very High 83%	5	6	$1.3M
Croft Financial Planning	Very High 100%	7	7	$0
Family Investment Advisory, LLC	Low 0%	—	7	$260K
Powwow, LLC	High 43%	3	7	$860K
Strategic Probability Partners, LLC	Very High 75%	6	8	$17M
Squam Lakes Investment Management, LLC	Low 0%	—	9	$44K
Creative Financial Strategies, Inc.	Low 0%	—	10	$29K
Northport Harbor Financial Services, LLC	Low 0%	—	10	—
Wolf Pine Capital	Low 0%	—	11	$66K
Majority Asset Management, Inc.	Very High 100%	12	12	$2.7M
Round Table Investment Management, LLC	Very High 67%	8	12	$4.4M
RSI Advisors	Low 8%	1	13	$370K
Solari Financial Planning, LLC	Low 0%	—	15	$1.4M
Engels Investment Advisors, LLC	Very High 100%	17	17	$1.8M
Spurr Financial Investment Services, LLC	Typical 29%	5	17	$1.1M
Cobb Financial, LLC	Low 0%	—	18	$450K
Green View Advisors LLC	High 39%	7	18	$1.4M
ST GOLIA Planning, LLC	Very High 100%	18	18	$0
Washington Peak Investment Advisors LLC	Very High 100%	19	19	$1.1M
Reverie Wealth	Low 0%	—	20	$0
Stu Hawver, CFA, MBA, LLC	High 55%	11	20	$1.3M
Sunflower Financial Planning, LLC	High 50%	10	20	$470K
Triumph Wealth Management LLC	Low 0%	—	20	$0
Olson Economics, LLC	Typical 29%	6	21	$1.2M
Zen Financial Planning, LLC	Low 10%	2	21	$620K
Colligan Advisory, LLC	Very High 100%	22	22	$3.1M
Laurence Financial Planning LLC	Very High 73%	16	22	$3.2M
T.S. Financial Planning	Low 0%	—	22	$150K
Hodge Financial Services, LLC	Typical 17%	4	23	$860K
Petrilli Capital Management LLC	High 35%	8	23	$1M
Silver Maple Financial, LLC	Typical 22%	5	23	$840K
Curtin Financial Management, Inc.	Very High 80%	20	25	$3M
Fvs Financial	Low 0%	—	25	$440K
Manent Capital	Typical 16%	4	25	$3.3M
Mead Capital Management, LLC	Typical 28%	7	25	$240K
The Oakes Financial Group	Low 0%	—	26	$470K
Alignment Financial Group	Very High 59%	16	27	$2.8M
Michael D. Taxman Investment Management	Very High 63%	17	27	$5.1M
Granite State Capital Management, LLC	High 46%	13	28	$310K
Evergreen Wealth Management	Very High 97%	29	30	$1.9M
KD Wealth Management LLC	High 50%	15	30	$330K
Monadnock Retirement Solutions, LLC	Low 0%	—	30	$300K
Breakwater Asset Management, LLC	Typical 26%	8	31	$400K
Geld Financial Advisors, Inc.	Very High 100%	31	31	—
Lowry Financial Services	Typical 32%	10	31	$820K
Walker Capital Partners, LLC	Low 0%	—	32	$29K
Queenvest	Low 0%	—	34	$310K
Broadwater Capital Management LLC	High 50%	18	36	$3.9M
Honorable Financial Services, LLC	Low 3%	1	37	$340K
Mirica Wealth	Low 8%	3	37	$410K
Pathways Financial Planning	Low 11%	4	38	$0
Clearview Financial Strategies LLC	High 38%	15	39	$330K
Nashua Capital Management LLC	High 44%	17	39	$1.7M
Jadim Wealth Management, LLC	Typical 28%	11	40	$640K
Benchmark Capital Management Corporation	Low 0%	—	43	$450K
Clear View Wealth Advisors, LLC	Low 4%	2	45	$530K
Quabbin Advisors	Very High 77%	36	47	$2.3M
Forever Financial Advisors, LLC	High 56%	27	48	$1.5M
Dirigo Financial LLC	Typical 31%	15	49	$840K
Main Street Financial Advisory LLC	Typical 14%	7	50	$670K
Fair Weather Strategies LLC	Typical 27%	14	51	$550K
Cambridge Financial Services	Low 0%	—	52	$96K
Four Tree Island Advisory LLC	Very High 66%	35	53	$3.3M
Financial Planning Associates, LLC	High 56%	33	59	$1.3M
Helm Financial Planning LLC	High 56%	33	59	$1.5M
Rockworth Investment Services LLC	Low 3%	2	61	$130K
Breakwater Financial, LLC	Very High 63%	39	62	$2.1M
Lakeside Financial Planning, LLC	Typical 29%	18	62	$1M
SJ Boyle Wealth Planning, LLC	Typical 19%	12	62	$500K
Seaport Financial Planning, LLC	Very High 69%	45	65	$850K
Willow Planning Group, LLC	Low 0%	—	65	—
COMPASS Wealth Management, LLC	Very High 59%	39	66	$1.5M
ATI Wealth Partners, LLC	Typical 22%	15	67	$440K
Daniels D'Amelio Investment Management Group, LLC	High 49%	33	67	$760K
JTD Financial Services, LLC	Low 6%	4	68	$310K
Greene & Company Financial Services LLC	Low 0%	—	69	$130K
IPIC, Inc.	Low 0%	—	70	$120K
Great Lakes Retirement Planning LLC	Low 0%	—	72	$92K
Sagamore Wealth Management, LLC	Low 0%	—	75	$310K
Drew Wealth Management	High 49%	38	78	$1.2M
Middle Street Capital, LLC	High 52%	41	79	$1.7M
August Wealth Management	Low 0%	—	85	$360K
Modern Financial Wellness	Low 7%	6	92	$360K
Robert A. Zock & Co., Inc.	Very High 90%	86	96	$1.5M
Charles River Wealth Management, LLC	High 50%	51	103	$1.1M
F3 Capital	Low 0%	—	103	$350K
Iacangelo Financial Group, LLC	Typical 15%	16	108	$240K
Patriot Advisory Group	Low 3%	4	116	$190K
Mile High Investments, LLC	High 36%	43	121	$840K
Saco River Financial Planning	Low 9%	11	122	$220K
Golden Financial Services	Low 0%	—	126	$510K
Granite State Retirement Planning, Inc.	High 34%	44	128	$1.1M
Andover Advisory Group	Typical 27%	35	130	$0
Butterworth Financial LLC	Typical 28%	39	138	$710K
On Track Financial LLC	Low 0%	—	145	$540K
KBR Retirement & Investment Solutions	Low 0%	—	148	$360K
Waterstone Wealth Advisors, LLC	High 34%	51	148	$1.1M
Brownstone Financial Group LLC	Low 0%	—	153	$110K
Orbis Wealth Management	Typical 12%	19	156	$440K
603 Financial Advisors, LLC	Typical 19%	31	160	$660K
Bay Point Financial, LLC	Low 11%	18	160	$560K
Family Partners Capital, LLC	Very High 100%	160	160	$560K
McGuigan Financial, LLC	High 36%	58	162	$480K
Financial Solutions Associates	High 37%	65	174	$880K
Optimum Wealth LLC	Low 0%	—	177	—
Timothy Charles Financial, LLC	Low 10%	17	177	$560K
MacDonald Wealth Management, LLC	Low 6%	11	187	$210K
Marathon Strategic Advisors, LLC	High 38%	75	195	$880K
Bonacorsi Wealth Management	Low 8%	15	199	$370K
Perpetual Financial	Low 0%	—	201	—
Constant Guidance Financial, LLC	Typical 31%	75	239	$810K
Atlantic Coast Financial	Typical 13%	31	248	$240K
Lightedway Advisory Services, Inc.	Very High 75%	200	267	$420K
Fortis Portfolio Solutions, LLC	Very High 100%	276	276	$510K
East Guilford Financial Services LLC	Typical 18%	53	301	$640K
Applied Capital Management, LLC	Low 0%	—	500	—

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