HNW client percentage for Independent firms serving clients in Oregon

High-net-worth (HNW) client percentage represents the share of a firm’s clients who meet the SEC’s threshold for high net worth—roughly $1.1 million in managed assets or $2.2 million in net worth. This metric helps indicate the type of clients a firm primarily serves: a higher percentage suggests a focus on wealthier clients with more complex financial needs, while a lower percentage points to broader access for a wider range of investors.

In Oregon, among 214 independent firms, the median HNW client percentage is about 16.6%, slightly below the national median of 18.2%. The distribution shows a wide range, with some firms serving virtually no HNW clients and others having up to 82% HNW clientele. This spread reflects the diversity of independent advisors in the state—from those catering mainly to emerging or mass-affluent clients to boutique practices focused on high-net-worth families. Some firms may be early in their growth phase, gradually building their HNW base, while others have long specialized in serving affluent households with complex planning needs.

For you, understanding a firm’s HNW client percentage offers insight into its typical client profile and service approach. A higher percentage often means higher account minimums and more tailored, sophisticated advice, while a lower percentage suggests more accessible services with standardized planning. There’s no single “right” number—it depends on your financial situation and what kind of relationship you want with your advisor. Use this metric alongside others to find a firm that aligns with your goals and circumstances.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.