HNW client percentage for Independent firms serving clients in Tennessee

Independent firms active in Tennessee 166 firms

Very Low 0%-0%

Low 0%-7%

Typical 7%-18%

High 18%-40%

Very High 40%-88%

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

Median: 13%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
CN Wealth LLC	—	—	—	—
Covenant Financial Planning and Resource Management, Inc.	—	—	—	—
David Zbonski, LLC	—	—	—	—
Hodges Financial Group	—	—	—	—
Izett & Associates, LLC	—	—	—	—
Legacy Path Advisors LLC	—	—	—	—
OneThirty Capital	—	—	—	—
OptimalPath Advisors, LLC	—	—	—	—
SagePoint Capital Partners LLC	—	—	—	—
Simple Financial Solutions LLC	—	—	—	—
Skela Financial	—	—	—	—
Southern Capital Partners, LLC	—	—	—	—
Storehouse Advisory Group	—	—	—	—
Taylor Financial Planning LLC	—	—	—	—
Turgeon & Co	—	—	—	—
Veritas Private Wealth Management	—	—	—	—
Pantheon Investment LLC	Very High 100%	1	1	$3M
Nomad Financial	Low 0%	—	2	$1.9M
Belvedere Investments Corporation	Low 0%	—	4	$9.4K
Resilient Financial Solutions	Low 0%	—	4	$200K
CV Securities Analysis, LLC	Low 0%	—	5	$97K
North Pointe Financial Advisors, Inc	Low 0%	—	5	$480K
CLP Asset Management, LLC	Very High 100%	6	6	$29M
Defelice Capital Management LLC	Very High 83%	5	6	$11M
Houndstooth Investment Management	Low 0%	—	6	$48K
Blue Kayak Partners	Very High 86%	6	7	$1.5M
MoneyPro Wealth Management, LLC	Low 0%	—	7	$260K
Quantitative Solutions, LLC	Very High 71%	5	7	$2M
Stinson Financial Planning	Very High 100%	7	7	$4M
Haddon Group LLC	Low 0%	—	8	$220K
Mosaic Wealth Consultants, Inc.	Low 0%	—	8	$400K
Paladin Wealth Management	Low 0%	—	8	$51K
Tech FP	Low 0%	—	8	$470K
AdventEdge Financial, LLC	High 22%	2	9	$690K
Christian A. Hermo LLC	Low 0%	—	9	$180K
Forward Financial Planning	Low 0%	—	9	$410K
Providence Squared LLC	Very High 100%	9	9	$1.2M
Chris A. Clark Insurance Services, LLC	Low 0%	—	10	$0
Kickpoint Financial, LLC	Very High 100%	10	10	$260K
Aries Investments, LLC	Low 0%	—	11	$77K
Capital Stewards, LLC	Very High 45%	5	11	$940K
Ebbert Asset Management, Lp	Low 0%	—	11	$120K
King Capital Management LLC	Very High 45%	5	11	$2M
Wilco Financial, LLC	Very High 55%	6	11	$1M
Brewer Financial Strategies	Low 0%	—	12	$670K
Crouch Investment Group, Inc.	High 33%	4	12	$960K
Delphi Wealth Management LLC	Very High 75%	9	12	$1.8M
Fletcher Wealth Management, Inc.	Low 0%	—	12	$520K
Infinitus Wealth Management LLC	Low 0%	—	12	$490K
Joel Busboom Financial, LLC	Typical 17%	2	12	$990K
KG Meyer, PC	Low 0%	—	12	$71K
Modica Financial Services	Low 0%	—	12	$260K
Nashville Financial Planning	Typical 17%	2	12	$830K
Rutterer Planning	Very High 75%	9	12	$1.3M
Spectrum Financial Advisors LLC	Low 0%	—	12	$1.7M
Hensel Capital Management	High 31%	4	13	$410K
Graybridge Capital	Low 0%	—	14	$46K
Quants Compete	Low 0%	—	14	$100K
Harwood Investment Group LLC	Very High 100%	15	15	$1.1M
Mckinney Capital Management, LLC	High 27%	4	15	$560K
Shareks Stock Portfolios	Low 0%	—	17	$790K
Stellar Assets L.L.C.	High 35%	6	17	$290K
BAS Capital	Very High 100%	20	20	$5.9M
Goto Financial Advisory LLC	Low 0%	—	20	$0
Porter Wealth Management, LLC	Very High 65%	13	20	$580K
Worthview Capital Management LLC	Very High 55%	11	20	$1.6M
New Southern Advisory Services	Very High 62%	13	21	$1.9M
Rosemary Frank Financial, LLC	Very High 43%	9	21	$1.7M
Solid Rock Investment Advisory LLC	Low 0%	—	21	$61K
Steven C. Nelson, CFP	Low 0%	—	21	$79K
SMEAC Financial, LLC	Typical 9%	2	22	$490K
Kennedy Wealth Management	Very High 43%	10	23	$1M
True Equity Wealth Management LLC	High 22%	5	23	$370K
Belinda Leslie A Registered Investment Adviser, Inc.	High 21%	5	24	$750K
Boulevard Money	Typical 8%	2	24	$430K
Family Tree Wealth Advisors, LLC	Low 0%	—	24	$510K
AAIM Financial	Low 0%	—	25	$82K
Narrow Road Asset Management	Low 0%	—	25	$120K
Resch Financial Group	Low 0%	—	25	$490K
Mountaintop Wealth	Low 0%	—	26	$31K
WLH Management Co., Inc.	Very High 62%	16	26	$830K
Zelus Wealth Management	Low 0%	—	26	$77K
Trinity Capital Management, LLP	Very High 43%	12	28	$1.4M
Delta Hedge Financial	Typical 17%	5	29	$360K
Hoskins Financial, LLC	Typical 17%	5	29	$350K
Westrate Capital Management, Inc.	High 28%	8	29	$820K
Andorra Investment Management, Inc.	Typical 10%	3	30	$730K
Edgehelm Financial	Very High 71%	22	31	$2M
RJ Hill's Financial Services, LLC	Low 6%	2	34	$130K
AVA Wealth Management LLC	Very High 89%	31	35	$1.8M
Dirigo Private Wealth	High 25%	9	36	$640K
Assetguard Financial Services Inc	Low 0%	—	37	$26K
Retirement Capital Management, LLC	Low 0%	—	38	$190K
Crandell Financial Planning, LLC	Low 5%	2	40	$0
ICON Capital Management, LLC	Typical 17%	7	41	$950K
Jennings Investment Group, Inc.	Very High 59%	24	41	$230K
Sego Wealth Management, LLC	High 30%	13	43	$400K
Tarragon Capital, LLC	Typical 14%	6	43	$310K
Valor Financial Planning	Low 0%	—	43	$18K
Kinetic Wealth	High 25%	11	44	$430K
Tennessee Wealth Management	Low 0%	—	45	$1.2M
Moreau Investment Management Co	Very High 43%	20	47	$1.3M
Prosper Financial	Very High 73%	35	48	$2M
Bridgeworks Asset Management, LLC	Low 0%	—	49	$190K
Hillvale Wealth Management, LLC	High 18%	9	49	$730K
Koplan & Associates	Low 6%	3	49	$73K
Acadia Wealth Advisors	Low 0%	—	50	$820K
Cypress Wealth Management, LLC	Very High 40%	20	50	$1.5M
McCarter Investments, LLC	High 30%	15	50	$1.6M
Clearstone Wealth Management, LLC	Very High 43%	22	51	$580K
Taylor Financial Management, LLC	Very High 43%	22	51	$1.1M
Imagine Financial Security LLC	Very High 52%	27	52	$1.1M
Palmer Wealth Planning	Typical 15%	8	52	$370K
Rowe Consulting Group, LLC	Typical 10%	5	52	$210K
Bigham Wealth Advisory LLC	Low 4%	2	54	$210K
Frontsight Wealth Advisors, LLC	High 20%	11	54	$680K
Oppna Wealth LLC	Typical 7%	4	54	$380K
Tooth & Coin Wealth	High 33%	18	54	$410K
Philip M. Watson, Financial Advisor	Low 0%	—	55	—
Dogwood Financial Planning	High 33%	19	57	$0
Walker Capital Advisors	Low 0%	—	57	$220K
Wave Wealth Planning, LLC	Typical 16%	9	57	$280K
John A.. Poole - Financial Advisor	Low 0%	—	58	$340K
SEF Financial	High 28%	16	58	$610K
Ascension Wealth Advisors, LLC	Typical 13%	8	61	$420K
Red Oak Advisors LLC	Low 0%	—	61	$80K
Couleur Investments	High 23%	14	62	$280K
Strategic Wealth Investments, LLC	Low 0%	—	62	$120K
T.K.M. Financial Services, LLC	Low 0%	—	62	$460K
Fire Wealth Management, LLC	High 29%	19	65	$750K
GROGAN Advisory Services, LLC	Low 3%	2	65	$130K
Retirement Planning Solutions, LLC	Low 0%	—	65	$790K
International Discount Investors	High 23%	15	66	$820K
Kessler Planning Group	Typical 17%	11	66	$730K
ATI Wealth Partners, LLC	High 22%	15	67	$440K
Glean Financial, Inc.	High 19%	13	67	$200K
SCS Asset Management, Inc.	Typical 12%	8	67	$450K
The Stewardship Solution	Typical 17%	12	71	$210K
MESA Wealth Management	High 28%	20	72	$240K
DRW Financial	High 28%	21	74	$830K
Studdard Financial, LLC	Typical 9%	7	74	$370K
Carmichael Creel Investments	Very High 49%	37	76	$1.6M
Ithaca Wealth Management	Low 0%	—	76	$280K
Roman Wealth Management, LLC	High 18%	14	78	$370K
Heritage Private Wealth	Low 1%	1	79	$180K
Synthesis Advisors, Inc.	Very High 100%	79	79	$1M
Lakeland Wealth Management LLC	High 39%	31	80	$440K
Warren Wealth Management & Tax Planning Inc.	Typical 8%	6	80	$390K
Copeland Wealth Management, LLC	Typical 16%	13	83	$610K
Trendz Advisors	Low 0%	—	83	$250K
Center Hill Wealth, LLC	Typical 7%	6	84	$250K
Apple & Company, Inc.	High 22%	19	86	$720K
Melby Wealth Management	Typical 9%	8	87	$210K
VanDenburg Capital Management	Very High 46%	43	94	$1M
Coordinated Wealth Management, L.L.C.	High 28%	27	95	$1.2M
Moore Wealth Partners, LLC	High 20%	20	98	$350K
AdviPartner, LLC	High 31%	33	108	$520K
Provident Wealth, LLC	High 28%	30	108	$880K
Allied Investments	High 32%	35	110	$770K
Garner Financial Management	Very High 40%	44	111	$1.2M
Dorian Investment Advisory LLC	High 18%	21	118	$830K
Shepherd's Financial LLC	Low 0%	—	119	$70K
Rich Dewitt Wealth Management LLC	Typical 14%	17	123	$390K
Jason Tate Financial Consulting, LLC	Low 0%	—	125	$210K
Aydt Investment Management, Inc.	Typical 8%	11	130	$360K
Lattice Wealth Advisors	Typical 8%	10	130	$370K
Mann Financial Consulting Services	Low 0%	—	132	$8.6K
Fortitude Wealth Management	Low 0%	—	134	$840K
Culbreth Wealth Management	High 18%	26	141	$470K
A&G Financial Management, LLC	Low 3%	5	146	$160K
Sutton Financial Group	Typical 7%	10	149	$180K
PARK Wealth Management, LLC	Typical 11%	17	152	$210K
Davis Financial Services	Typical 13%	23	177	$460K
Alexander Advisory Services, LLC	Low 0%	—	179	$50K
Integra Wealth	Typical 16%	29	183	$520K
Financial Freedom Capital Management	Typical 9%	20	234	$220K
Fuerst Financial Group, Inc.	Typical 10%	25	259	$360K
Thompson Investment Advisors	Low 4%	10	259	$220K
Barnard Financial Group, LLC	Low 6%	20	333	$280K
O'BRYANT & ASSOCIATES, Inc.	Low 0%	—	359	—
Toams Financial	Low 5%	32	620	$180K
Clarion Advisors Inc.	Low 4%	25	632	$210K

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