HNW client percentage for Independent firms serving clients in Utah

Independent firms active in Utah 116 firms

Very Low 0%-0%

Low 0%-2%

Typical 2%-19%

High 19%-47%

Very High 47%-100%

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

Median: 8%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Steward Financial Services, LLC	Typical 2%	13	543	$110K
Fortunate	Low 0%	—	319	$0
Premier Choice Wealth Advisors, LLC	Low 0%	1	313	$33K
Stonecreek Wealth Advisors	Low 0%	—	273	$290K
NuWealth Advisors, LLC	Typical 6%	15	260	$120K
Foxstone Financial	Typical 11%	25	230	$300K
Sentinel Wealth Strategies	Low 0%	—	220	$180K
Colwyn Investments LLC	Low 0%	—	210	$290K
Fletcher Capital Management	Typical 17%	34	197	$250K
Gygi Capital Management	Low 1%	2	192	$120K
Olympus Peaks Financial, LLC	Very High 50%	82	163	$870K
Teton Crest Wealth Planning	Low 0%	—	158	$81K
Balanced Capital	Low 0%	—	154	$250K
Integrated Financial Management, LLC	Typical 7%	11	148	$410K
JHP Planning, LLC	High 19%	27	145	$600K
Pyxis Capital Inc.	Low 0%	—	122	—
Harris Wealth Management, Inc.	Low 0%	—	108	$100K
Ferguson Financial Advisors	Low 0%	—	102	$150K
Spinnaker Financial Advisors, LLC	High 29%	30	102	$1M
RFK Capital Management	Very High 98%	94	96	$0
Loyal Wealth Management LLC	Low 0%	—	95	$400K
Goalen Capital Advisors, LLC	Very High 51%	46	91	$900K
Wealth Mode	Typical 5%	4	88	$140K
Summit Ridge Advisors	Typical 10%	9	87	$300K
Cash Flow Investment Services LLC	High 28%	24	86	$1.1M
Phibbs Financial	Typical 2%	2	83	$320K
Quayle Asset Management, Inc.	Typical 10%	8	80	$520K
Albility Planning	Typical 8%	6	77	$160K
LifePoint Financial Design	Typical 5%	4	77	$240K
Wilson Wealth Management, Inc.	High 36%	28	77	$970K
Lifetime Financial	Low 0%	—	71	$530K
Kinnect Advisor Group, L.L.C.	Low 0%	—	67	$170K
Retirement Advice LLC	High 46%	30	65	$390K
Matterhorn Financial Planning	Very High 64%	39	61	—
Ethical Capital	Low 0%	—	58	$64K
John McAndrew Financial Advisors LLC	High 31%	18	58	$1.3M
Terrion Advisors, Inc.	High 22%	13	58	$510K
Veritas Wealth Management, LLC	Very High 50%	28	56	$2.3M
Black Bridge Advisors, LLC	High 40%	20	50	$580K
Twin Peaks Wealth Management LLC	High 43%	21	49	$570K
Fortis Wealth Management, LLC	Typical 2%	1	48	$150K
Jeff Elliott, CFP®	High 36%	17	47	$480K
Proactive Wealth Management, Inc.	Typical 9%	4	47	$200K
Bybee Wealth Management LLC	Low 0%	—	43	$310K
Wood River Consulting	Low 0%	—	42	$140K
Strive Investment Management, LLC	Low 0%	—	41	$120K
Premier Investment Management, LLC	Low 0%	—	40	$180K
Casull Financial Advisory, LLC	Low 0%	—	38	$150K
EquityFTW	Low 0%	—	36	—
Hunter Capital Management Inc.	High 25%	9	36	$1.7M
C.S Wealth LLC	Typical 6%	2	35	$34K
Pomegranate Financial LLC	Typical 6%	2	35	$240K
Copperlion Investments	Typical 6%	2	34	$110K
Lanning Financial Inc.	High 27%	9	33	$0
Financial Prosperity, Inc.	Very High 81%	26	32	$1.4M
Crockett Wealth Management, Inc.	Typical 10%	3	30	$220K
Managed Wealth Advantage, LLC	Low 0%	—	30	—
WMW Management, Inc.	High 20%	6	30	$790K
Abacus Investment Advisors	High 21%	6	29	$630K
Newpark Wealth Management	Very High 100%	29	29	$2M
R.D. Thompson Investments	High 34%	10	29	$2.6M
Safe Bay Retirement Advisors	High 34%	10	29	$420K
Cook Financial, LLC	Typical 18%	5	28	$220K
Gajardo Wealth Management LLC	Typical 14%	4	28	$260K
Stream Financial Advice, LLC	Typical 7%	2	28	$480K
Focal Point Financial Planning, LLC	High 44%	12	27	$640K
Lone Peak Capital Management, LLC	High 35%	9	26	$400K
Profolio Investments, Inc.	Low 0%	—	25	$720K
Chugg Wealth Strategies, LLC	High 38%	9	24	$1.2M
Firmo Investment Consulting Services	Very High 50%	12	24	$150K
Grinnell Capital, LLC	Very High 63%	15	24	$410K
Lone Peak Asset Management, Inc.	Low 0%	—	21	$900K
Skylid Capital Management, Inc.	Very High 57%	12	21	$830K
Curtain Wealth Planning L.L.C.	Low 0%	—	19	—
Affinity Financial, LLC	Low 0%	—	18	$32K
Bonneville Multi-Family Office	Typical 11%	2	18	$460K
Encore Retirement Planning, LLC	Very High 69%	11	16	$2.4M
Money Illustrated Advisory Services	High 25%	4	16	$280K
Planned Security Advisors LLC	Typical 6%	1	16	$200K
Stantum, LLC	Very High 63%	10	16	$1.7M
Niemann Investments LLC	High 27%	4	15	$370K
Pendulum Asset Management, LLC	Very High 47%	7	15	$88K
The Innes Associates, Ltd.	Low 0%	—	15	$170K
JDS Investment Management	Very High 100%	13	13	$3.2M
Hansen Wealth Management	Very High 100%	12	12	$7.9M
JD Investment Management, LLC	Low 0%	—	12	$2.1M
Maximus Wealth Advisors	Very High 58%	7	12	$670K
Mill Creek Investment Management	Very High 100%	12	12	$810K
Redgrove Capital LLC.	Very High 67%	8	12	$590K
A & C Investment, Inc.	Low 0%	—	11	$2M
Meridian Investing	Low 0%	—	10	—
Pashman Financial LLC	Low 0%	—	10	$70K
Tech Wealth, LLC	Low 0%	—	10	$1.1M
Affiliated Investment Advisors, Inc.	Low 0%	—	8	$530K
River Family Advisors LLC	Low 0%	—	8	—
Sanguine Owl, Lc	Very High 100%	8	8	$220K
114th Financial LC	Low 0%	—	7	$0
Emotionally Invested	Low 0%	—	7	—
JMcMahan LLC	High 29%	2	7	$11K
Aequitas Financial, LLC	Low 0%	—	6	$240K
Artstone Private Wealth	Typical 17%	1	6	$690K
Monson Wealth Management LLC	Very High 83%	5	6	$16M
The Prudent Planner, LLC	Low 0%	—	6	$210K
Verticus Advisors Inc.	Low 0%	—	6	$120K
Donovan Legacy Advisors, LLC	High 40%	2	5	$790K
Kellam Insurance and Financial Services LLC	Low 0%	—	5	$260K
Nibley Financial LLC	Low 0%	—	5	$240K
Business Wise Insurance, PLLC	Low 0%	—	4	$230K
Gaard Capital LLC	Low 0%	—	4	$2.3M
Lota Advisors LLC.	Very High 50%	2	4	$1.7M
Affinity Wealth Resources, LLC	Low 0%	—	3	—
David Russell Fjeldsted	Very High 100%	3	3	$660K
Joseph M. Larsen, C.P.A., P.C.	Very High 100%	2	2	$1.1M
SHA Advisory	Low 0%	—	2	$750K
Zimmer Capital Management LLC	Very High 50%	1	2	$600K
Cashew Financial, LLC	Low 0%	—	1	$200K
B6 Capital	—	—	—	—
Colab Capital	—	—	—	—
Dance Investment Partners, LLC	—	—	—	—
Galleon Wealth Advisors LLC	—	—	—	—
Harvest Lane Investment Partners, LLC	—	—	—	—
Lakeshire Financial	—	—	—	—
Narstar	—	—	—	—
Nimble Investment Advisors LLC	—	—	—	—
Optimal Investment Performance, LLC	—	—	—	—
Parkview Investments LLC	—	—	—	—
Peak Horizons Capital	—	—	—	—
Rainey Wealth Management LLC	—	—	—	—
Ridgeview Financial LLC	—	—	—	—
ROI Capital Management	—	—	—	—
Sage Advice Financial LLC	—	—	—	—
Snow Canyon Financial Planning LLC	—	—	—	—
Strategia Investments, LLC	—	—	—	—
Summit Wealth LLC	—	—	—	—
TB Sunridge Advisors LLC	—	—	—	—
WMX Advisors, LLC DBA Wealth Management Experience	—	—	—	—

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