HNW client percentage for Independent firms serving clients in Pennsylvania

Independent firms active in Pennsylvania 436 firms

Very Low 0%-0%

Low 0%-10%

Typical 10%-23%

High 23%-49%

Very High 49%-100%

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

Median: 15%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Grove Investments, Inc.	Low 0%	—	100	—
Sitman, Freed & Co. LLP	Low 0%	—	100	—
Troutman Wealth	Very High 49%	49	100	$1.5M
Castle Hill Capital	Typical 15%	15	102	$400K
Calder Financial LLC	Very High 52%	54	103	$1.3M
Independence Wealth	High 29%	30	103	$780K
Anchor Wealth Advisors, LLC	High 30%	31	104	$730K
Anthony Investment Management, LLC	Typical 17%	18	105	$690K
Cool Creek Financial	Typical 10%	11	105	$330K
Saubel Financial Group	Low 0%	—	106	$170K
Treesa Financial Planning, LLC	Low 0%	—	106	—
Powers Capital Management	Low 0%	—	109	$400K
Fig Tree Wealth Management LLC	Typical 14%	15	110	$290K
Auctus Wealth Management Inc.	High 29%	32	112	$390K
Desimone Investments, LLC	Typical 17%	19	112	$660K
Lasting Legacy Wealth Management, LLC	Typical 13%	15	113	$530K
Intero Financial Planning, LLC	Typical 10%	11	114	$390K
GFS Financial Advisors, LLC	Low 0%	—	115	—
Jake Carris Financial Planning	High 34%	39	115	$940K
All-Pro Advisors LLC	High 35%	41	116	$470K
Aviator Financial, LLC	Low 0%	—	117	$160K
Eastlake Planning LLC	Low 6%	7	118	$380K
Loftus Wealth Strategies	Low 0%	—	119	$480K
Three Rivers Executive Consulting, LLC	Typical 10%	12	123	$330K
Isgrig Capital Asset Management, LLC	High 45%	56	124	$0
Plumtree Financial Planning	Low 0%	—	125	—
Susko Wealth Advisors	Low 0%	—	125	$420K
Harding's Wealth Managers, Inc.	Low 0%	—	126	$47K
Copper Beech Advisors, LLC	Typical 20%	25	128	$610K
Wexford Wealth Advisors LLC	Typical 20%	26	129	$510K
Barrister	Typical 14%	19	137	$640K
A J Feldman Financial, LLC	Typical 22%	31	140	$970K
Flynn Financial, LLC	Typical 13%	18	141	$530K
Solebury Asset Management LLC	Low 9%	13	142	$520K
Niche Investment Advisors LLC	Typical 14%	21	145	$210K
Red Sky Capital Management	High 26%	38	147	$470K
Waterstone Wealth Advisors, LLC	High 34%	51	148	$1.1M
Academy Wealth Advisers, LLC	Typical 10%	15	150	$350K
Applied Financial Wisdom	Low 1%	1	151	$860K
Kreiner Financial Wealth Management, Inc.	Low 0%	—	151	—
Shealy Wealth Advisory LLC	Low 0%	—	151	$110K
Growth Point Financial LLC	Low 6%	10	161	$200K
Artemis Wealth Advisors	Typical 12%	20	165	$190K
Element Wealth Advisors	Low 0%	—	166	$110K
Key Wealth Management, Inc.	Low 8%	13	168	$290K
Blue Water Financial Investor Coaching, LLC	Low 8%	14	170	$380K
DS Wealth Advisors, Inc.	Low 2%	4	171	$200K
Retirement Collaborative LLC	Low 4%	7	178	$210K
Vision Wealth Advisors, LLC	Low 9%	17	187	$430K
Marathon Strategic Advisors, LLC	High 38%	75	195	$880K
Perpetual Financial	Low 0%	—	201	—
Lifetime Financial Foundations, LLC	Low 2%	5	203	$210K
Carriage Hill Investment Associates LLC	Low 2%	5	207	$240K
Taylor Capital Management	Typical 15%	31	207	$650K
The Baran James Company, Inc.	Typical 13%	27	212	$420K
Digiorgio Capital Management, Inc.	Low 0%	—	220	$240K
Spectrum Wealth Management, LLC	Typical 12%	26	224	$430K
KALTBAUM Capital Management	High 48%	109	227	$490K
Fortune Advisory Services	Low 0%	—	243	$14K
Nautilus Financial Group, Inc.	Low 5%	14	256	$260K
Vimcor	Low 0%	—	259	$59K
Client Focused Financial	Low 5%	12	262	$260K
DPCM	Typical 19%	50	270	$290K
Plan2Retire	Low 9%	25	271	$300K
Stages Planning Group, LLC	Typical 10%	32	322	$290K
Todd Wealth Management LLC	Typical 11%	38	362	$440K
Investment Capital Advisors	Typical 22%	81	373	$290K
Marsden Capital Management, LLC.	Typical 13%	49	376	$250K
Retire Ready Wealth Management	Low 2%	11	535	$190K
HDA Wealth Management, LLC	Low 7%	39	540	$290K
Isakov Planning Group Inc.	Low 6%	33	569	$38K

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