HNW client percentage for Independent firms serving clients in Oklahoma

Independent firms active in Oklahoma 72 firms

Very Low 0%-0%

Low 0%-4%

Typical 4%-18%

High 18%-41%

Very High 41%-87%

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

Median: 9%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Axion Capital Markets, LLC	—	—	—	—
Belle Isle Advisors	—	—	—	—
Blessed Financial Investments, LLC	—	—	—	—
Cima Sports & Wealth Management Inc	—	—	—	—
Empower Financial Advisors, LLC	—	—	—	—
Ideal Financial Planning	—	—	—	—
Infinity Private Wealth	—	—	—	—
Jolly, Robin K	—	—	—	—
Northpoint Wealth Financial Services, LLC	—	—	—	—
Realm Financial Planning	—	—	—	—
Render Financial, LLC	—	—	—	—
Rulicent	—	—	—	—
Safranek And Associates, LLC	—	—	—	—
Schreier Financial, LLC	—	—	—	—
Bollinger Financial Advisory, Inc.	Low 0%	—	2	$0
Gibbens Capital Management	Very High 100%	2	2	$7.8M
Servant Wealth Management, LLC	Very High 100%	2	2	$2.2M
Triunity Financial Planning, LLC	Low 0%	—	2	$53K
Family Faith & Finance Asset Management	High 25%	1	4	$240K
Uisonet	Low 0%	—	4	$140K
Flatlands Wealth LLC	High 20%	1	5	$500K
Dominion Capital Management, LLC	Low 0%	—	6	$230K
Hughes Capital Management, LLC	Low 0%	—	6	$450K
Lodestar Asset Management LLC	Low 0%	—	6	$620K
VOX Financial Planning	Low 0%	—	6	$75K
Michael Waters Investment Advisers LLC	Low 0%	—	9	$260K
Integrated Planning Strategies, LLC	Very High 60%	6	10	$1.2M
Future U Financial Inc.	Very High 58%	7	12	$1
CC Investment Advisors, Inc.	Low 0%	—	13	$210K
Invictus Investment Advisors	Low 0%	—	13	$7.7K
Midwest Financial Management, LLC	Typical 8%	1	13	$210K
SAGE Portfolio Management LLC	Very High 100%	13	13	$270K
Trilogy Financial Solutions	Low 0%	—	13	$120K
Integra Private Wealth Management, LLC	Very High 100%	15	15	$4.4M
Freeman Global Investment Counsel	Very High 47%	8	17	$820K
Valendo Private Asset Management, Inc.	Very High 72%	13	18	$2.2M
Caliber Wealth Advisory	High 38%	8	21	$1.1M
Cornell Capital Group, LLC	Low 0%	—	23	—
Collective Wealth, LLC	Low 0%	—	24	$380K
McCloud Advisory Services LLC	Low 0%	—	25	$0
Sweeney Asset Management, LLC	Very High 77%	20	26	$1.1M
The Buffalo Financial Group LLC	High 23%	6	26	$650K
Zelus Wealth Management	Low 0%	—	26	$77K
Winston & Company, Inc.	Very High 41%	11	27	$1.6M
Aspen Wealth Planners LLC	Very High 43%	12	28	$1.2M
Baldwin Financial, LLC	Very High 71%	20	28	$200K
Stroud Investment Consulting	Very High 45%	13	29	$1.9M
Pismo Pacific Financial Services, LLC	Typical 6%	2	32	$520K
Fg Wealth Management	High 30%	10	33	$430K
Styled Wealth	Low 0%	—	36	$220K
Greater Works Wealth	Low 0%	—	38	$250K
Turrentine Financial Services LLC	Typical 5%	2	39	$250K
Cowan Financial Services, LLC	Very High 54%	22	41	$270K
Milestone Wealth Strategies	Typical 7%	3	41	$200K
Stillwater Financial	Typical 12%	5	42	$810K
Corley Capital LLC	Low 0%	—	44	$450K
Snowcap Financial	Low 0%	—	45	$240K
Esoteric Wealth Partners LLC	High 22%	11	49	$370K
Buchanan Capital Management, LLC	High 24%	12	50	$520K
Entrust Parable Capital, LLC	High 28%	15	53	$600K
Auxarc Asset Management Company	Typical 5%	3	57	$190K
Ball Investments Corporation	Low 0%	—	63	$63K
Intelligent Investments	Low 3%	2	66	$260K
Step by Step Financial, LLC	High 24%	16	66	$860K
DRW Financial	High 28%	21	74	$830K
Vision Tech Financial Advisors	Typical 12%	9	78	$360K
WTO Advisors, LLC	High 18%	14	78	$1M
Servo Wealth Management LLC	Very High 49%	43	87	$1.8M
John H Taylor, LLC	Low 0%	—	88	$190K
CF Financial	Very High 42%	37	89	$600K
C.E.C. Wealth Management	High 32%	30	95	$620K
FBS Securities	High 19%	18	97	$430K
Comprehensive Financial Planning Inc	Typical 7%	7	100	$1.8M
Sandman Wealth Management	Low 3%	3	101	$190K
Wealth Advisors, L.L.C.	High 30%	31	103	$260K
Signal Research Group LLC	Typical 10%	10	104	$170K
CSLA Financial Inc	Low 0%	—	122	$62K
CONE Wealth Management	Low 3%	4	124	$220K
OK401K, Inc.	Low 0%	—	128	$140K
Thompson Financial Transitions Inc.	Typical 9%	11	129	$360K
Conkin Financial Group, Inc.	Low 0%	—	139	$250K
Arrow Investment Management LLC	Typical 9%	14	149	$390K
TRAC Wealth Management, Inc	Low 1%	2	157	$74K
Maxwell and Morse Capital Management, Inc.	Typical 12%	23	187	$230K
Fleischer & Johnson Wealth Management, Inc.	Typical 9%	20	232	$440K
Access Advisory Group LLC	Low 1%	5	348	$110K

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