HNW client percentage for Independent firms serving clients in New Mexico

Independent firms active in New Mexico 36 firms

Very Low 0%-0%

Low 0%-10%

Typical 10%-15%

High 15%-62%

Very High 62%-95%

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

Median: 13%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Be Brave Not Broke LLC	—	—	—	—
Counterpoint	—	—	—	—
Cradle to College Financial, LLC	—	—	—	—
Ego Death Financial LLC	—	—	—	—
Field Capital Management, LLC	—	—	—	—
Financial Design & Research	—	—	—	—
Seasons Wealth Services LLC	—	—	—	—
Thoughtful Wealth Advisory LLC	—	—	—	—
Drucker, David J. DBA Sunset Financial Management	Very High 100%	2	2	$5M
Fish Advisory, LLC	High 33%	1	3	$1.3M
Aquarius Financial	Low 0%	—	5	$0
Eddie Haggar Capital Mgt, Inc.	Low 0%	—	5	$2.8M
Juniper Capital Management LLC	Very High 67%	4	6	$870K
Robinson Wealth and Financial Planning	Low 0%	—	7	$43K
Retirement Solutions	High 38%	3	8	$220K
Cratty & Swanson Advisors L.L.C.	Low 0%	—	11	—
Highrocks Wealth, LLC	Low 0%	—	12	$520K
The Tiny House Adviser	Low 8%	1	13	$560K
Millstein Advisors, LLC	Very High 64%	9	14	$700K
SML Advisory	Low 0%	—	14	$86K
Petroglyph Wealth	High 18%	3	17	$610K
El Camino Real Financial Advisors	Low 0%	—	18	$41K
Coalson Financial Services, LLC	High 19%	4	21	$650K
Zia Investment Advisors	Low 0%	—	24	$990K
Grinstead Wealth Management	High 15%	4	26	$290K
T.C. Schwab Financial Planning, LLC	Very High 100%	27	27	$0
Intrust Advisors, Inc.	High 25%	7	28	$410K
Keith Kelvin Anderson	Low 0%	—	28	$1.9M
Quest Investment Portfolio Management, Limited	Very High 93%	26	28	$750K
Cedar Valley Capital LLC	Very High 79%	23	29	$940K
Cornet Capital LLC	Typical 14%	4	29	$0
First Choice Financial Planning, LLC	Low 0%	—	31	$100K
Pihl Financial Planning	High 39%	12	31	$750K
Bustamante Financial Planning	Typical 13%	4	32	$0
Randall Financial LLC	Typical 11%	4	38	$360K
G. Allen Financial Inc.	Very High 75%	30	40	$2.5M
Cloak Advisors	Typical 12%	9	73	$490K
Meridian Wealth Advisors, LLC	Very High 62%	48	78	$2M
Firstline Financial LLC	Low 4%	3	81	$390K
Educated Wallet LLC	Low 0%	—	107	$120K
Hegarty Investment Logic, LLC	Typical 14%	15	107	$240K
Intentional Finance, LLC	Typical 13%	15	112	$380K
J Beaver Investment Advisors Inc	Low 6%	15	233	$190K
PathFinder Financial Services	Typical 10%	25	252	$390K

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