HNW client percentage for Independent firms serving clients in Wisconsin

Independent firms active in Wisconsin 162 firms

Very Low 0%-0%

Low 0%-9%

Typical 9%-25%

High 25%-51%

Very High 51%-100%

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

Median: 17%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Associated Retirement Planners, Inc.	—	—	—	—
Coast Advisory LLC	—	—	—	—
Delta Financial, Inc.	—	—	—	—
Dream Bigger Financial, LLC	—	—	—	—
Garbett Investments	—	—	—	—
Kamko Financial	—	—	—	—
Magis Private Wealth Management, LLC	—	—	—	—
Marchi Investments LLC	—	—	—	—
MedVest Wealth Management, LLC	—	—	—	—
Michael Niemczyk Associates, Inc.	—	—	—	—
Midwest Asset Management, Inc.	—	—	—	—
Powerhouse Financial Advisors, Inc.	—	26	256	—
ShellCrest Financial LLC	—	—	—	—
Significance Capital Management LLC	—	—	—	—
WHN Investor Services, Inc.	—	—	—	—
Wiara Investment Management, LLC	—	—	—	—
Greiber Capital Management	Low 0%	—	1	$130K
Prosperilux LLC	Very High 100%	1	1	$1.5M
Capital Coordinators Company	Low 0%	—	2	—
Dylan Lund Financial, LLC	Low 0%	—	2	$130K
Johnson, Marshall, Lee	Low 0%	—	2	$3.1K
Premium Alpha Capital, LLC	Low 0%	—	2	$270K
Revise Capital LLC	Very High 100%	2	2	$4M
Threshold Compass Strategies, Inc.	Low 0%	—	2	—
The Olympia Group LLC	Very High 100%	3	3	$730K
Aurea Investments LLC	Very High 100%	4	4	$75K
Castle Financial	Low 0%	—	4	$270K
Circle R Wealth LLC	High 25%	1	4	$330K
Eclipse Asset Management LLC	Low 0%	—	4	$2M
Legacy Wealth Management, Inc.	Low 0%	—	4	$1.5M
Navigant Consulting	Very High 100%	4	4	$5.8M
Black & White Investment Management LLC	Low 0%	—	6	$340K
C.R. Haupt LLC	Low 0%	—	6	$320K
Fifth Point Advisors LLC	Very High 100%	6	6	$220K
Future First Finance, LLC	Very High 100%	6	6	$890K
Big Cedar Investment Advisors	Typical 14%	1	7	$13M
Diamond Wealth Partners	Low 0%	—	7	$180K
Dream Lake Financial LLC	Low 0%	—	7	$550K
Life's Sanctuary Financial Planning, LLC	Low 0%	—	7	$690K
808 Investments	High 38%	3	8	$760K
Design Life's Journey, LLC	Low 0%	—	8	$350K
Financial Planning Center	Low 0%	—	9	$1.3M
Jones Financial Consulting, LLC	High 33%	3	9	$650K
RWH Asset Management	Low 0%	—	9	$110K
Thomas Financial Planning, LLC	High 44%	4	9	$2.1M
Cowling Bay Wealth Management, LLC	Very High 100%	10	10	$2.5M
Erenda Capital	Low 0%	—	10	$510K
Jeske Asset Management, LLC	Low 0%	—	10	$120K
Omelina Group Wealth Management Inc.	Low 0%	—	10	$1.4M
Pinecrest Advisors	Typical 20%	2	10	$410K
TCP Investments LLC	Low 0%	—	10	$180K
Crossover Capital Trading LLC	Very High 100%	11	11	$170K
Kopp Financial	Low 0%	—	11	$150K
Prepared Financial Planning	High 36%	4	11	$1M
Financial Advisory Group, Inc.	Low 0%	—	12	$350K
Entirement Financial Planning LLC	Very High 54%	7	13	$1.4M
Cedar Road Capital LLC	High 36%	5	14	$390K
Great Lakes Financial Strategies, LLC	Low 7%	1	14	$290K
J Kaiser Management, LLC	Low 0%	—	14	$22K
Lindenwood Financial LLC	High 36%	5	14	$480K
Family Investment Planning, LLC	Very High 100%	15	15	$670K
SKP Wealth	Low 0%	—	15	$130K
Sperka Investment Management, LLC	Very High 67%	10	15	$2.6M
Christiansen Asset Management LLC	Very High 75%	12	16	$340K
Rosales Wealth Management LLC	Low 0%	—	16	$310K
SIMS Capital Management LLC	Low 0%	—	16	$560K
Lemley Yarling Management Co	Typical 24%	4	17	$710K
Magis Management, LLC	Typical 17%	3	18	$150K
Road Maps Financial Group, LLC	Low 0%	—	18	$230K
JBY Financial Planning	Low 0%	—	19	$38K
Kardinal Financial	Typical 16%	3	19	$470K
MyFamilyCFO, Inc.	High 37%	7	19	—
OneLegacy Advisors, LLC	Typical 16%	3	19	$260K
Pro Advisors, Ltd. dba R J Pickle Financial Services	High 26%	5	19	$830K
Top Shelf Advisors	Low 0%	—	19	$130K
Allison & Company Financial Counselors, LLC	Very High 86%	18	21	$2.5M
Off-Trail Works LLC	Low 0%	—	21	$430K
Tone Financial Advisors, LLC	Low 0%	—	22	$220K
Valkyrie Financial	Low 5%	1	22	$380K
RB Investment Management Inc.	High 33%	8	24	$510K
Wealth Transitions	High 25%	6	24	$260K
Andrae Financial Services LLC	Low 0%	—	25	$250K
Denny, Barry T.	Typical 12%	3	25	$430K
Interlake Capital Management, LLC	High 48%	12	25	$770K
Nelson Financial Services	Low 0%	—	25	$230K
East Valley Wealth LLC	Low 0%	—	26	$330K
Kindness Financial Planning	Very High 69%	18	26	$1.6M
Silver Lake Advisors, LLC	Very High 54%	14	26	$1.8M
Pamela Otten LLC	Low 7%	2	27	—
West Loop Financial LLC	Very High 67%	18	27	$1.7M
Denarius Wealth Management	High 36%	10	28	$140K
Barington Capital Management, LLC	Very High 62%	18	29	$1.6M
Direction Financial Management, LLC	Very High 78%	25	32	$0
Geder Investment Management, Inc.	Very High 66%	21	32	$840K
Adler Financial	High 33%	11	33	$170K
Harvest Horizon Wealth Strategies	High 36%	12	33	$250K
Analytical Investment Services	Low 0%	—	34	$220K
RJ Hill's Financial Services, LLC	Low 6%	2	34	$130K
Warden Wealth Management, LLC	Very High 71%	24	34	$770K
Harmony Wealth	Low 5%	2	37	$200K
Valor Wealth Management LLC	Low 0%	—	40	$370K
Transform Retirement	Low 0%	—	41	$380K
Borges Financial	Very High 69%	29	42	$0
FiduciaOne	High 40%	17	42	$840K
Kolash Wealth Strategies, LLC	Low 7%	3	42	$250K
Bluemound Asset Management, LLC	High 42%	18	43	$560K
Disciplined Financial Services, Inc.	Low 0%	—	45	$240K
Lotzer & Co.,Inc.	Low 0%	—	45	$630K
Midwest Wealth Solutions LLC	Typical 9%	4	45	$650K
Red Granite Wealth Management	Typical 9%	4	45	$260K
Bleidorn Tax & Investment Services, LLC	Typical 11%	5	47	$170K
Cedarline Capital	Typical 15%	7	47	$460K
Pathway Investments, LLC	High 37%	18	49	$110K
Blue Chip Financial Planning, LLC	Typical 18%	9	51	$680K
Selerski Asset Management, LLC	Very High 100%	51	51	$780K
Wegner Asset Management, LLC	Very High 51%	26	51	$1.5M
Northlake Capital Management, LLC	High 42%	22	53	$1.2M
Clarke Financial Counsel, LLC	Low 0%	—	54	—
Harris Financial Services, Inc.	High 31%	17	54	$800K
The Meridian Business Group, Ltd	Typical 16%	9	58	$390K
Verus Wealth Management	Very High 61%	36	59	$2.4M
A-Team Advisors	Very High 58%	35	60	$1.2M
Cove Financial Planning, LLC	High 42%	25	60	$1.6M
Lewis Capital Management	High 50%	30	60	$2.3M
Bultman Investment Management, Inc.	Typical 23%	14	61	$850K
Point Wealth, LLC	Very High 84%	52	62	$510K
Triumph Private Wealth	High 27%	17	63	$360K
Retirement Planning Solutions, LLC	Low 0%	—	65	$790K
Freedom Wealth LLC	Low 0%	—	66	$88K
Hilltop Financial Advisors	Typical 11%	7	66	$370K
WisMed Financial, Inc.	Very High 52%	34	66	$1.1M
Prism Wealth Management	Typical 13%	9	68	$680K
Kult Wealth Management Group, LLC	Very High 58%	40	69	$2M
Drost Financial	Typical 19%	13	70	$610K
Financial Justus	Very High 87%	61	70	$2.4M
Prevail Financial Partners, LLC	High 39%	27	70	$910K
Evolution Financial LLC	Typical 11%	8	73	$530K
EBH Financial, Inc.	Typical 23%	17	75	$520K
Fiduciary Insight, LLC	Low 7%	5	75	$270K
Investments By Design, Inc	Typical 12%	9	75	$610K
Buena Vista Investment Management LLC	Typical 21%	16	77	$330K
Simplicity Financial, LLC	Low 0%	—	79	$100K
Summit Financial Management LLC	Low 0%	—	80	$810K
Melotte Financial Advisors	Very High 60%	50	83	$1.2M
Vision Financial Services LLC	Typical 15%	13	84	$410K
Fiscal Fitness, LLC	Typical 24%	20	85	$0
Simplified Financial Partners	Typical 20%	18	89	$820K
Financial Services of Northeast Wisconsin, Inc.	High 27%	25	92	$1M
Wilkinson Capital Management, LLC	High 37%	36	98	$990K
Trac Asset Management LLC	Typical 22%	22	99	$870K
Larson Wealth Management, LLC	Typical 17%	17	100	$590K
Portico Financial Group, LLC	Typical 21%	21	101	$280K
Virtual Investment Planning LLC	Low 0%	—	102	$230K
Korbitz Financial Planning LLC	Very High 100%	110	110	—
GoalBridge Wealth Management, LLC	Typical 18%	21	117	$540K
Monroe Financial Inc.	Low 0%	—	118	$70K
Karpinski Financial, LLC	High 25%	30	119	$700K
Superior Financial, LLC	High 25%	30	120	$930K
Warnke/Nichols Ltd.	Typical 19%	45	241	$660K
Rex Leigh Jones	Low 0%	—	122	$360K
O'Connor Portfolio Management LLC	High 42%	52	123	$410K
Bluprint Financial, LLC	High 28%	36	127	$330K
Thompson Financial Transitions Inc.	Typical 9%	11	129	$360K
LNB Financial LLC	Low 5%	7	131	$280K
ASC 401(k) Management	Typical 9%	12	132	$200K
Domo Capital Management, LLC	High 33%	45	137	$180K
VIP Financial Associates	Typical 12%	17	142	$420K
Crawford Asset Management, LLC	Very High 100%	154	154	$560K
Forward Investment Advisors, Inc.	Low 0%	—	156	$390K
Quantum Financial Planning LLC	High 28%	45	159	$0
Intrepid Wealth Partners, LLC	Typical 14%	23	160	$320K
Bridgeport Asset Management, LLC.	Low 0%	—	163	$190K
A. Gile & Co.	Low 0%	—	173	$170K
Capital Wealth Advisors, Ltd.	Typical 21%	38	185	$680K
FIAT LUX Capital Management	Low 5%	11	227	$180K
Solidity Financial LLC	Low 8%	19	252	$290K
Premier Choice Wealth Advisors, LLC	Low 0%	1	313	$33K
Omni Financial LLC	Typical 22%	115	526	$210K

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