HNW client percentage for Independent firms serving clients in Washington

Independent firms active in Washington 335 firms

Very Low 0%-0%

Low 0%-7%

Typical 7%-29%

High 29%-57%

Very High 57%-100%

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

Median: 20%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Freedom Asset Management	Low 6%	25	420	$340K
A.T. Lloyd's, Inc	Typical 7%	28	418	$300K
Schulmerich & Associates Asset Management, LLC	High 37%	146	392	$330K
B P Financial Associates, LLC	Low 4%	12	304	$180K
DPCM	Typical 19%	50	270	$290K
Thompson Financial LLC	Typical 8%	18	225	$330K
McBee Advisors, Inc.	Typical 21%	45	219	$270K
Ascend Wealth Management LLC	Low 1%	2	216	$150K
Capital Partners Wealth Management	Low 4%	9	204	$260K
Northwest Planning Advisors LLC	Typical 18%	34	185	$160K
Firm Foundation Wealth Management, LLC	Typical 18%	31	173	$390K
Sound Advisory Services Inc.	Low 0%	—	160	—
Quantum Financial Planning LLC	Typical 28%	45	159	$0
Financial Trex, LLC	Low 0%	—	158	$26K
John T. McCarthy, LLC	Typical 24%	37	155	$390K
Balanced Capital	Low 0%	—	154	$250K
Domo Capital Management, LLC	High 33%	45	137	$180K
Byrne & Company Wealth Management, LLC	High 38%	51	136	$990K
Advisors Asset Management, Inc.	Low 0%	—	131	—
Provident Living Advisors LLC	Typical 25%	32	128	$490K
ERA Capital Management LLC	Low 4%	5	127	$270K
Swiss American Asset Management	Low 0%	—	127	$120K
Clear Resource Group, LLC	Typical 24%	30	125	$930K
CSLA Financial Inc	Low 0%	—	122	$62K
Freedom Wealth Management LLC	Low 6%	7	121	$390K
Finn Wealth Management LLC	Low 0%	—	118	$110K
Wyatt Wealth Management	Typical 22%	26	118	$620K
Tacoma Investment Group	Typical 27%	31	114	$380K
GSR Capital Management, Inc.	Typical 21%	24	113	$750K
Palladio Consulting LLC	High 31%	33	108	$1M
FSR Wealth Management, LLC	Typical 8%	9	107	$340K
MacLachlan Wealth Management	High 29%	30	105	$970K
Pacific Coast Investment Advisors, LLC	High 29%	30	105	$1.2M
Ridinger Wealth Management, LLC	Typical 15%	16	105	$590K
Brava Financial	Low 0%	—	104	—
Scout Asset Management	Typical 18%	19	103	$640K
Columbia Wealth Advisors LLC	Low 2%	2	101	$200K
Hernandez Financial	Low 0%	—	101	$190K
Talley Financial	Low 4%	4	100	$140K
Evoke Financial Services, LLC	Typical 22%	22	99	$430K
Eureka Financial Planners, LLC	Typical 10%	10	98	$530K
Peterson Wealth Management	Typical 16%	15	95	$570K
Toyer Investment Advisors LLC	Low 0%	—	95	$68K
Concepts Financial Services, LLC	Low 4%	4	94	$240K
InsuraWealth, LLC	Low 0%	—	94	$180K
Janis Financial, LLC	Low 4%	4	93	$290K
Performance Tracking Inc.	Low 0%	—	92	$670K
Rainier Capital Investments LLC	Low 0%	—	90	$500K
Wealth Builders, Inc.	High 37%	32	87	$1.3M
Kairos Capital Management, LLC	High 43%	36	84	$1.3M
Zetlmaier Wealth Management LLC	Typical 27%	22	83	$530K
Werner & C0. Ria, Pllc	Low 0%	—	81	$360K
EmboldenFP	Low 0%	—	80	—
Delphi Wealth Partners	High 41%	32	79	$650K
Percension Wealth Advisors, LLC	Typical 18%	14	78	$350K
Whole Family Financial Services, Inc.	Very High 64%	49	77	$860K
Rogowski Wealth Management LLC	High 51%	39	76	$690K
Zion Financial Planning, LLC	Typical 13%	10	76	$110K
Kyarsip Financial Advisors LLC	Very High 72%	54	75	$1.4M
NGP Financial Planning, LLC	High 40%	30	75	$1.7M
True Fiduciary Capital, LLC	Very High 100%	75	75	$1.3M
Your Financial Advocate, LLC	High 37%	28	75	$1M
Broadview Wealth Management, LLC	High 43%	32	74	$1.8M
Encompass Financial Planning	Typical 9%	7	74	$400K
Blueprint Financial Advisors, LLC	Very High 86%	63	73	$380K
Long View Financial Services, Inc	High 30%	21	71	$930K
Nest Financial Planning, LLC	Typical 17%	12	71	$650K
Ciclo Wealth LLC	High 31%	21	68	$610K
Madrona Wealth Management LLC	High 32%	22	68	$1M
Taylor Goddard Investments	Low 1%	1	68	$120K
Birch Elliott Financial, LLC	High 40%	27	67	$940K
Momentum Wealth Strategies	High 29%	19	65	$870K
Curated Wealth Solutions, LLC	High 52%	33	64	$620K
FIOH Global Asset Management and Strategies, LLC	Typical 23%	15	64	$700K
Sunrise Capital Management LLC	Very High 89%	57	64	$1.3M
Elderrock Financial LLC	Typical 19%	12	63	$470K
Delphi Advisers	High 47%	29	62	$530K
Dtm3 Corporation	Typical 13%	8	62	$300K
Eugenio Financial	Low 0%	—	62	$600K
Marram Investment Management, LLC	Typical 23%	14	62	$510K
Pariveda Investment Management	Typical 27%	17	62	$770K
Companion Portfolio Management	Typical 18%	11	61	$700K
Focus Capital, LLC	Very High 100%	60	60	$790K
Mg Financial, Inc.	High 40%	24	60	$1.1M
Twin Harbors Wealth Management LLC	Typical 17%	10	60	$780K
Busine Wealth	Very High 60%	35	58	$1.3M
Kanso Capital	Typical 9%	5	58	$420K
Luskin Financial Planning	Very High 100%	58	58	$0
Retirement Strategies	Low 0%	—	58	$120K
Viewpoint Advisory, LLC	Very High 64%	37	58	$1.8M
Westface Financial Advisory	High 39%	22	57	$630K
Gregory Lyle & Co.	Very High 75%	42	56	$2.5M
Flow Financial Planning, L.L.C.	High 40%	22	55	$1.7M
1B - Inbundance Wealth Management	Low 4%	2	54	$220K
Gabriel Capital, LLC	High 48%	26	54	$1.3M
Aspired Wealth	Low 2%	1	53	$94K
Clearstone Wealth Management, LLC	High 43%	22	51	$580K
Olympic Financial Advisors, LLC	High 49%	25	51	$1M
R & R Retirement Services, Inc	Low 0%	—	50	$210K
Esoteric Wealth Partners LLC	Typical 22%	11	49	$370K
Lin & Company, LLC	Typical 24%	12	49	$630K
Mariposa Wealth Solutions LLC	Typical 27%	13	49	$530K
Blair Hall Advisors, LLC	Very High 90%	43	48	$2.9M
MCM Advisory, LLC	High 31%	15	48	$890K
Petrie Capital Management LLC.	Very High 63%	30	48	$2.2M
Family Retirement LLC	High 36%	17	47	$470K
Next Steps Advisors, Inc.	High 51%	24	47	$910K
Polaris Asset Management LLC	Very High 64%	30	47	$1.1M
Simplicity Wealth Management	Very High 70%	33	47	$720K
Wright Wealth Management, LLC	High 32%	15	47	$920K
Commencement Financial Planning LLC	Very High 83%	38	46	$2.6M
Lotusment Advisors, LLC	Low 0%	—	46	$180K
Arrowstone Wealth, LLC	High 56%	25	45	$1.1M
Beacon Rock Wealth Advisors	Very High 100%	45	45	$160K
Krammer Financial	High 33%	15	45	$1.4M
Markiz Wealth Management	Very High 73%	33	45	$2.3M
Franklin Trend Investment Management, LLC	Typical 25%	11	44	$740K
Sitka Pacific Capital Management, LLC	High 52%	23	44	$520K
Ironstream Capital, LLC	High 56%	24	43	$2M
Promenade Wealth	High 48%	20	42	$1.9M
Wood River Consulting	Low 0%	—	42	$140K
Buff Your Finances	Low 5%	2	41	$240K
Sherwood Investments	Low 0%	—	41	$2M
Toepel Investment Counsel, Inc.	High 56%	23	41	$1.2M
Boz & Company LLC	Typical 13%	5	40	$380K
FIT Financial Consulting LLC	Low 0%	—	40	$170K
Upfront Financial Planning, LLC	Low 0%	—	40	$380K
Timberline Investment Management, LLC	Very High 77%	30	39	$2.2M
Advanced Tax and Financial Services, Inc.	Low 3%	1	38	$200K
Pace Wealth Advisors	Low 5%	2	38	$640K
Hegdahl Investment Management, LLC	High 51%	19	37	$1.2M
Sundowner Capital Management LLC	High 38%	14	37	$2.4M
Capital Investment Management	Low 0%	—	36	$290K
Vessel Wealth Advisors LLC	Typical 28%	10	36	$890K
Better Tomorrow Financial	Low 0%	—	35	$710K
Faire Capital Group	Very High 66%	23	35	$2.3M
Flight Capital Management, LLC	Very High 71%	25	35	$1.2M
Lakeside Financial Inc.	Typical 17%	6	35	$990K
Matchpoint Capital Management, LLC	Very High 57%	20	35	$1.7M
McRae Capital Management L.L.C.	Typical 20%	7	35	$520K
TDT Financial Inc	High 54%	19	35	$1.3M
CSW Partners, LLC	Low 0%	—	34	—
Penn Cove Financial, LLC	Typical 21%	7	34	$0
Private Wealth Management Solutions, LLC	High 38%	13	34	$1.3M
Advent Capital Strategies, LLC	Low 0%	—	33	$170K
Cooper Point Advisors LLC	Typical 15%	5	33	$830K
Hara Capital LLC	Very High 82%	27	33	$5.4M
Rare Wolf Capital LLC	Very High 100%	33	33	$5.4M
Unleashed Financial LLC	Low 6%	2	33	$320K
Valiant Financial Planning, LLC	Typical 27%	9	33	$670K
DLK Investment Advisors, LLC	Typical 19%	6	32	$4.4M
Aloft Financial	Typical 16%	5	31	$350K
Nomad Capital Group, LLC	Very High 90%	28	31	$650K
Pihl Financial Planning	High 39%	12	31	$750K
Alder Cove Capital, LLC	Typical 27%	8	30	$460K
EMP Wealth Management LLC	Typical 17%	5	30	$680K
On Course Financial Planning	Very High 97%	29	30	$2.6M
Sequoia Planning & Investments LLC	Very High 67%	20	30	$5.3M
SKG Investment Services, LLC	Very High 100%	30	30	$1M
Columbia Strategic Wealth Advisors, LLC	Typical 17%	5	29	$460K
Robert A. Underhill P.C.	Very High 100%	29	29	$0
Clarity Northwest Wealth Management, LLC	Low 0%	—	28	—
Differential Planning LLC	Low 0%	—	28	$90K
Laurelhurst Asset Management LLC	Very High 71%	20	28	$4.2M
Physician Advising LLC	Low 0%	—	28	$350K
Signal Financial Planning, LLC	Low 0%	—	28	$650K
Vail Ridge Capital, LLC	Typical 14%	4	28	$130K
Wide Eye Capital	High 36%	10	28	$390K
Hoover Capital, L.L.C.	Low 0%	—	27	$730K
Marathon Wealth Management, LLC	Low 0%	—	27	$740K
Skaggs Financial Planning, LLC	High 48%	13	27	$1.1M
Spencer Financial Planning, LLC	Very High 59%	16	27	$700K
TKG Financial LLC	Low 0%	—	27	$570K
Wealth Management Northwest, Inc.	Low 0%	—	27	$380K
Advitica Financial Planning LLC	High 31%	8	26	$850K
Kindness Financial Planning	Very High 69%	18	26	$1.6M
Stag Rock LLC	Typical 23%	6	26	$550K
Thome Financial	Very High 81%	21	26	$2M
Wipple Creek, LLC	High 31%	8	26	$1.1M
Church Capital	Low 0%	—	25	$560K
Diogenes Financial LLC	Low 0%	—	25	$420K
Kenney Wealth Planning & Management	High 56%	14	25	$500K
Narrative Financial Group	Low 0%	—	25	$0
Stride Financial Planning	Low 0%	—	25	$0
Firm Footing Financial Planning	Low 0%	—	24	—
Fiscalis Advisory, Inc.	Very High 67%	16	24	$1.9M
Maura Madden Financial Planning	High 33%	8	24	$0
Satori Financial LLC	Very High 67%	16	24	$2.1M
Viceroy Investment Advisors LLC	Very High 63%	15	24	$1.5M
Alta Via Financial Planning	Very High 78%	18	23	$0
Anchor Capital Management LLC	Low 0%	—	23	$0
Ellen J Webber, CFP	High 39%	9	23	$600K
Focus Advisory, LLC	Very High 73%	16	22	$1.7M
Folgmann Financial Group LLC	Low 0%	—	22	$730K
Icicle Creek Investments	Typical 18%	4	22	$220K
Sapling Wealth Management	Typical 27%	6	22	$1.8M
Van Ray Wealth Management	Typical 9%	2	22	$280K
Vision Casting Financial Planning, LLC	Low 0%	—	22	$640K
APEX Tax & Financial Planning	Typical 24%	5	21	$1.2M
Equal Path Investments	High 29%	6	21	$460K
JG Wealth Management, LLC	Low 0%	—	21	$78K
Samatva Wealth Management LLC	Low 0%	—	21	$39K
Bormann Wealth Management, LLC	Low 0%	—	20	$420K
BradfordCrane Company LLC	Low 0%	—	20	$0
Guardian Plus Inc	Typical 25%	5	20	$530K
John N. Carmody D.D.S. CFP, Inc.	Very High 100%	20	20	$1.4M
Fleet Capital Management, LLC	Very High 95%	18	19	$980K
Paradise Advisor Group LLC	Low 0%	—	19	$420K
Parkside Family Office LLC	Very High 68%	13	19	$2.8M
Peridot Capital Management	Low 0%	—	19	$330K
Scaled Finance LLC	Low 0%	—	19	—
Sprylen Wealth Management, LLC	Low 0%	—	19	$180K
Symplectic Capital LLC	Very High 100%	19	19	$240K
Bedfield Asset Management, LLC	High 33%	6	18	$900K
Financial Planning for Real People PLLC	Low 6%	1	18	$300K
McHenry Capital, L.L.C.	High 50%	9	18	$1.7M
Mitz Wealth Management, LLC	High 33%	6	18	$470K
Sophos Wealth Management	High 33%	6	18	$970K
Account Management, LLC	Very High 100%	17	17	$4.7M
Berets Financial Services LLC	Low 0%	—	17	$59K
IJD Evergreen Financial Services LLC	Very High 94%	16	17	$0
Julie A. Wurst, CFP, LLC	Very High 71%	12	17	$2.9M
Pavilion Financial Planning	Low 0%	—	17	$250K
Fangorn Wealth Management	High 44%	7	16	$520K
Gallagher Capital Corp.	Very High 100%	16	16	$2.6M
Red Haven Advisors, LLC	Low 0%	—	16	$190K
Ruby Pebble Financial Planning LLC	High 31%	5	16	$590K
Wonderland Financial Planning	Low 0%	—	16	$66K
Evolve Financial	Low 0%	—	15	$810K
Five Cedars	High 53%	8	15	$1.5M
Klahanie Investment LLC	Very High 100%	15	15	$260K
Martos Wealth Management	High 33%	5	15	$780K
Strategic Asset Management	Low 0%	—	15	$340K
Waterhill Capital, LLC	Very High 60%	9	15	$3.3M
Analogous Investment Management Limited Liability Company	Typical 14%	2	14	$540K
Avea Financial Planning, LLC	High 43%	6	14	$900K
Chief Capital Management, Inc	Low 0%	—	14	$920K
Cruz Wealth Management, LLC	Low 0%	—	14	$290K
Fempire Mindset LLC	High 50%	7	14	$0
HL Wealth Management, LLC	Low 0%	—	14	$0
Short Put Yield	Very High 100%	14	14	$1.6M
Victor Jones CPA, PC	Low 0%	—	17	$180K
Federal Benefits Advisors	Low 0%	—	13	$230K
The Road Ahead Wealth Management LLC	High 38%	5	13	$990K
Tiger Mountain Capital	High 46%	6	13	$470K
Williams 360 Financial Advisory, LLC	Very High 62%	8	13	$3.1M
Informed Investors Group	Very High 100%	12	12	$5.8M
Robert Bergstrom	Typical 17%	2	12	$860K
Atrato Asset Management LLC	Very High 100%	11	11	$7.9M
Brown PCFO	High 55%	6	11	$2M
Champion Financial Planning LLC	Low 0%	—	11	$890K
NW Straits Financial Services	High 55%	6	11	$1.5M
Pegasus Investment Management LLC	Very High 100%	11	11	$2.7M
SFM Financial Advisors LLC	Low 0%	—	11	$1M
Altair Investment Management	Low 0%	—	10	$350K
Carlson Financial Advisory, LLC	Low 0%	—	10	$160K
Edwin Lane Financial Services, LLC	Very High 80%	8	10	$1.6M
JWC Advisors	Low 0%	—	10	$260K
Nabata Investment Group, LLC	Typical 10%	1	10	$350K
Schreiner Financial Solutions	Low 0%	—	10	$0
Scruggs Advisors, LLC	Low 0%	—	10	$290K
Smith, Blair	Low 0%	—	10	$600K
SynergOS Advisory	High 50%	5	10	$390K
Women's Wealth	Low 0%	—	10	—
Cornerstone Asset Management, LLC	Low 0%	—	9	$570K
Denner Capital Management	Low 0%	—	9	$1.2M
James Capital Management LLC	Typical 22%	2	9	$470K
Kirwin Financial LLC	Low 0%	—	9	$180K
RMA Capital Management, LLC	High 44%	4	9	$140K
Salmon Bay Wealth Management, LLC	Low 0%	—	9	$530K
Scott Value Investing	Low 0%	—	9	$290K
Weikart Advisory Services LLC	Typical 11%	1	9	$430K
Zen Trends Capital LLC	Low 0%	—	9	$430K
CleverInvesting LLC	High 38%	3	8	$250K
Gillespie Associates LLC	Typical 25%	2	8	$450K
J Dostal Investments	Low 0%	—	8	$600K
Kamada Investment Management	Very High 100%	8	8	$1.3M
Masdevallia LLC	Low 0%	—	8	$410K
Ninja Wealth Advisors, LLC	Typical 25%	2	8	$730K
Peak Investments	Typical 25%	2	8	$760K
Serene Wealth Planning, LLC	Typical 25%	2	8	$910K
Sound Investment Advice, LLC	Low 0%	—	8	$54K
Strategic Finance Inc.	Low 0%	—	8	$460K
Alitus Financial Services	Typical 14%	1	7	$690K
Bryant Wealth Management, Inc.	High 29%	2	7	$560K
CMC Advisors LLC	Very High 57%	4	7	$2.7M
Conservative Equity Investment Advisors	High 43%	3	7	$800K
Hilty Wealth Management LLC	Very High 57%	4	7	$220K
Left Coast Investment Strategies LLC	Low 0%	—	7	$1.2M
Rain Dog Financial	Very High 100%	7	7	$1.4M
Retegy LLC	Low 0%	—	7	$1.2M
Steve Pearson Capital Management LLC	Low 0%	—	7	$810K
Van Hubly Investments LLC	Low 0%	—	7	$330K
Wilhelm Financial Services, PLLC	Very High 100%	7	7	$24M
AA Financial Services	Low 0%	—	6	$0
ALC Capital Management, LLC	Very High 100%	6	6	$1.8M
American Legacy Capital	Very High 100%	6	6	$980K
EnoughFP LLC	Very High 100%	6	6	—
Financial LifeMaps	Low 0%	—	6	$1.4M
Hart Investment Management, LLC	Very High 100%	6	6	$2.7M
Shai Weinbaum Investment Management	Low 0%	—	6	$36K
Affirmative Financial Services	Low 0%	—	5	$330K
Chair Six Financial Planning, PLLC	Low 0%	—	5	$980K
Dual Desert Wealth Management, LLC	Low 0%	—	5	$230K
Jar Advisor	Low 0%	—	5	$1.1M
Meridan Capital, LLC	Very High 100%	5	5	$3.7M
Onward Financial Advising LLC	Low 0%	—	5	$1.3K
Seattle Asset Management, Inc.	Very High 100%	5	5	$5.1M
Streamline Advisory	Low 0%	—	5	$300K
Vitality Wealth Planning	Low 0%	—	5	$3M
Business Wise Insurance, PLLC	Low 0%	—	4	$230K
Comus Investment, LLC	Low 0%	—	4	$110K
First Main Capital	Low 0%	—	4	$360K
Howe Financial Advisory, LLC	Very High 75%	3	4	$1.9M
PI Square Capital, LLC	Low 0%	—	4	$610K
Ravenwood Capital Management, LLC	Low 0%	—	4	$50K
RH2 Wealth Advisors, LLC	Low 0%	—	4	—
Creative Retirement Planning, Inc.	Low 0%	—	3	$570K
Crossroads Advisor Network LLC	Low 0%	—	3	$370K
Cultivate Wealth LLC	Low 0%	—	3	$1M
Eriksen Capital Management	Low 0%	—	3	$4.5M
Northshore Wealth Management	Low 0%	—	3	$200K
Bedrock Advisors	Low 0%	—	2	$180K
Fidalgo Financial Planning	Low 0%	—	2	$74K
Global Freedom Financial LLC	Low 0%	—	2	—
Moss Bay Capital	Very High 100%	2	2	$450K
Objective Advisors LLC	Very High 100%	2	2	$0
Quantca Financial	Low 0%	—	2	$5.2K
Ridge Falls Financial Planning	Low 0%	—	2	—
Strategic Retirement Partners, LLC	Low 0%	—	2	$180K
Triangulum Wealth Management	Low 0%	—	2	$1.1M
XSTAR Fund Management LLC	Very High 100%	2	2	$180K
2020 Financial Planning LLC	Very High 100%	1	1	$2.9M
An Irrational Mind, LLC	Low 0%	—	1	$0
US Fund Manager LLC	Low 0%	—	1	$67K
Adele Brady Bolson CPA PS	—	—	—	—
Aksum Wealth, LLC	—	—	—	—
Albatrox Capital	—	—	—	—
Anacapa, LLC	—	—	—	—
Angeles Partners LLC	—	—	—	—
A.T.B.N. Professional Limited Liability Company	—	—	—	—
Blue Mountain Wealth Management	—	—	—	—
CEG Life Financial Services	—	—	—	—
Chaps Lifestyle LLC	—	—	—	—
Cottonwood Capital Management LLC	—	—	—	—
Emerald Pacific Investment Advisors LLC	—	—	—	—
Everleap Financial Planning	—	—	—	—
Fairway Planning	—	—	—	—
Fondahn Financial	—	—	—	—
Gallo Lupo LLC	—	—	—	—
Get Rich Slowly LLC	—	—	—	—
Goodrich & Associates, LLC	—	—	—	—
Lakemont Wealth	—	—	—	—
Quantum Solutions, Inc.	—	—	—	—
Red Top Advisors LLC	—	—	—	—
Retirement Planning Partner LLC	—	—	—	—
RX Wealth Management	—	—	—	—
Starbord LLC	—	—	—	—
Starklogic LLC	—	—	—	—
Treeview Capital	—	—	—	—
Twight Financial Education, LLC	—	—	—	—
Vignec Financial LLC	—	—	—	—
Walker Legacy Investments	—	—	—	—
Wyoming Systems Group of Businesses	—	—	—	—

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