HNW client percentage for Independent firms serving clients in Texas

Independent firms active in Texas 2,513 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-33%

High 33%-58%

Very High 58%-100%

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

Median: 23%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
GranderSon Wealth Management Group Inc	Low 7%	16	239	$100K
Skiver Investment Services	Low 4%	9	239	$110K
The Hajdari Group, LLC	Typical 20%	48	241	$540K
Cortez Wealth Advisors LLC	Low 0%	—	248	—
CDFinancial	Low 6%	14	249	$350K
Setchfield Asset Management	Typical 20%	50	250	$770K
PathFinder Financial Services	Low 10%	25	252	$390K
The Brock Group, LLC	Low 13%	33	253	$370K
Nautilus Financial Group, Inc.	Low 5%	14	256	$260K
Fuerst Financial Group, Inc.	Low 10%	25	259	$360K
Investment Advisors Group, LLC	Low 4%	11	259	$220K
Thompson Investment Advisors	Low 4%	10	259	$220K
NuWealth Advisors, LLC	Low 6%	15	260	$120K
Wealth Management Partners LLC	Low 7%	18	260	$250K
Lightedway Advisory Services, Inc.	Very High 75%	200	267	$420K
DPCM	Typical 19%	50	270	$290K
Fletching Arrows Wealth Management LLC	Low 5%	13	276	$160K
Fortis Portfolio Solutions, LLC	Very High 100%	276	276	$510K
Smart Steps Wealth Management LLC	Low 6%	18	278	$280K
Crosspoint Financial, LLC	High 41%	117	282	$560K
The Capital Group	Low 2%	6	282	$200K
Invictus Timing Service Ltd	Low 12%	33	286	$360K
SPIEHS Wealth Management, Inc.	Typical 16%	47	287	$110K
Allen Financial Management	Low 13%	38	288	$420K
Intentional Retirement, LLC	Typical 26%	75	288	$510K
Wallender, Timothy Joseph	Low 11%	32	289	$480K
Waller Wealth Management, LLC	Low 0%	—	290	$240K
Schaefer Wealth Management, Inc.	Low 0%	—	296	$270K
Planvest, LLC	Typical 16%	49	298	$150K
Commoncents Wealth Advisors, LLC	Low 0%	—	299	$79K
Structured Investment Advisors, LLC	Typical 24%	72	299	$300K
Western States Investments	Low 0%	—	300	—
Bonfanti Investment Services, LLC	Low 11%	34	301	$220K
East Guilford Financial Services LLC	Typical 18%	53	301	$640K
B P Financial Associates, LLC	Low 4%	12	304	$180K
FORM Prosperity Wealth Advisors, LLC	Low 11%	34	306	$370K
Shankland Financial Advisors, LLC	Low 12%	38	308	$290K
Equinox Financial Advisors, Inc.	Low 12%	37	310	$340K
Stages Planning Group, LLC	Low 10%	32	322	$290K
AZ Legacy Wealth LLC	Low 3%	9	330	$180K
R. Kent Harris and Associates, Ltd.	Low 6%	21	337	$190K
Honor Wealth Management, LLC	Low 1%	2	338	$160K
J. Freeman & Associates	Low 13%	45	345	$410K
Access Advisory Group LLC	Low 1%	5	348	$110K
The W & W Group LLC	Low 3%	10	353	$83K
Lighthouse Financial & Consulting Services, LLC	Low 1%	4	359	$94K
O'BRYANT & ASSOCIATES, Inc.	Low 0%	—	359	—
Ever Green Wealth Management, LLC	Low 3%	12	363	$220K
Investment Capital Advisors	Typical 22%	81	373	$290K
Worldwide Capital Advisors, LLC	Low 8%	30	380	$220K
Flight Line Financial, LLC	Very High 68%	268	393	$0
Hart Financial, LLC	Low 4%	17	418	$180K
Zendamentals	Low 8%	36	424	$380K
Wasi	Low 0%	—	429	$140K
Applied Capital Management, LLC	Low 0%	—	500	—
New Street Advisors Group LLC	Low 0%	—	510	$30K
The Pilot's Advisor, LLC	Low 0%	—	530	—
HDA Wealth Management, LLC	Low 7%	39	540	$290K
Steward Financial Services, LLC	Low 2%	13	543	$110K
Spirit West Advisors, LLC	Low 4%	20	566	$200K
Manna Wealth Management	Low 5%	32	614	$230K
Toams Financial	Low 5%	32	620	$180K
Clarion Advisors Inc.	Low 4%	25	632	$210K
Alternative Strategies Group, Inc.	Low 10%	71	687	$110K

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