HNW client percentage for Independent firms serving clients in Rhode Island

Independent firms active in Rhode Island 43 firms

Very Low 0%-0%

Low 0%-12%

Typical 12%-24%

High 24%-49%

Very High 49%-86%

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

Median: 17%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Caster And Company, Inc.	—	—	—	—
Jay Blue Capital	—	—	—	—
Rhodeway Financial	—	—	—	—
Seaport Financial Education LLC	—	—	—	—
Quahog Investments LLC	Low 0%	—	5	$60K
Vetta Investments	Low 0%	—	5	$330K
Efficient Capital Strategies, LLC	Very High 50%	4	8	$1.5M
Stillwater Investments	Low 0%	—	10	$260K
Bulldog Financial Planning LLC	Very High 100%	12	12	$180K
USA 401K	Low 0%	—	12	$680
Hacket Asset Management, Inc.	Very High 88%	14	16	$710K
Zarathustra Wealth Management	Low 0%	—	20	$150K
Carlson Planning Company	Low 10%	2	21	$540K
Boston Investment Trust Management, Inc.	Low 0%	—	22	$210K
South County Wealth Planning	High 45%	10	22	$880K
Merlin Asset Management	Very High 88%	22	25	$2M
Goal Wealth Advisory Group, LLC	Very High 61%	17	28	$500K
Green Street Wealth Advisory, LLC	Low 0%	—	29	$360K
Charles J. Means & Co., LLC	High 27%	9	33	$2.5M
Lally Wealth Management, LLC	Low 0%	—	38	—
Gulati Asset Management LLC	Typical 17%	7	41	$530K
Rawlings Wealth Management	Typical 12%	5	41	$430K
Lodestar Wealth, LLC	High 24%	11	46	$270K
Wade Management LLC	Typical 16%	8	49	$370K
Fisher Financial Strategies	Very High 74%	37	50	$0
Parkmount Financial Partners LLC	High 30%	15	50	$810K
Coastal Financial Planning, Inc.	Low 0%	—	53	$700K
JBP Financial LLC	Typical 19%	10	53	$380K
Helm Financial Planning LLC	Very High 56%	33	59	$1.5M
MB Financial Planning LLC	Low 7%	4	59	$96K
CB Capital LLC	Very High 70%	43	61	$2M
Jones Fiduciary Wealth Management LLC	Very High 63%	41	65	$2M
James Horton, LLC	Low 0%	—	66	$690K
Wickford Wealth Management, LLC	High 43%	30	69	$1M
South Coast Planning & Wealth Management	Typical 16%	11	70	$500K
Brown Advisory Group, LLC	Low 10%	7	71	$380K
Income Associates	Low 0%	—	77	$120K
Northeast Capital Management, Inc.	High 48%	40	84	$1.2M
Atlas Peak Advisors, Inc.	Typical 22%	21	94	$920K
Foy Financial Services, Inc.	Typical 16%	17	104	$560K
Lechner Associates	Low 0%	—	125	$730K
MacDonald Wealth Management, LLC	Low 6%	11	187	$210K
D & P Investment Advisors, Ltd.	High 25%	58	228	$830K
Eisenhiler Capital LLC	High 27%	62	230	$190K
Constant Guidance Financial, LLC	High 31%	75	239	$810K
The Capital Group	Low 2%	6	282	$200K
East Guilford Financial Services LLC	Typical 18%	53	301	$640K

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