HNW client percentage for Multi-team firms serving clients in Alabama

Multi-team firms active in Alabama 146 firms

Very Low 0%-4%

Low 4%-10%

Typical 10%-16%

High 16%-28%

Very High 28%-51%

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

Median: 12%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Gradient Investments, LLC	Low 6%	1,701	26,560	$310K
Aptus Capital Advisors, LLC	High 19%	2,358	12,693	$840K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
EFS Advisors	Very Low 0%	—	21,660	$110K
Symmetry Partners	Low 8%	675	8,476	$290K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
Advisors Capital Management, LLC	High 16%	2,863	17,842	$640K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
GLOBALT Investments	High 24%	727	3,062	$740K
Midwestern Securities Trading Company, LLC	Very Low 2%	243	11,709	$160K
Facet	High 17%	2,228	13,331	$450K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
Provenance Wealth advisors	High 18%	547	3,085	$960K
Wealthcare Capital Management LLC	High 23%	1,312	5,638	$660K
IHT Wealth Management LLC	Very High 28%	6,952	25,096	$280K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
Advisor Resource Council	High 18%	2,134	11,699	$290K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Leavell Investment Management, Inc.	High 19%	536	2,850	$830K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
Capital Investment Advisors, LLC	Very High 41%	2,462	6,014	$1.4M
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Wealth Management	High 22%	1,021	4,731	$360K
Csenge Advisory Group, LLC	Typical 12%	831	7,147	$430K
Level Four Advisory Services	Very High 34%	5,075	14,964	$320K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
The Wealth Consulting Group	Very High 33%	4,214	12,646	$470K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
SageSpring Wealth Partners	High 18%	2,060	11,558	$730K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
intrua Financial	Typical 12%	410	3,347	$510K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
IFG Advisory, LLC	Very High 39%	3,556	9,038	$510K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Stephens	Typical 15%	3,088	21,168	$670K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
RFG Advisory, LLC	Typical 10%	1,506	14,368	$320K
Corecap Advisors	Typical 10%	936	9,671	$410K
HighPoint Planning Partners	Very High 36%	3,304	9,160	$510K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
Gateway Wealth Partners, LLC	High 22%	1,605	7,312	$300K
Merit Financial Advisors	High 22%	4,344	20,040	$900K
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
Stratos Wealth Advisors LLC	Very High 28%	1,355	4,928	$1.1M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
CG Advisory Services	Typical 14%	680	4,898	$580K
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
Arax Advisory Partners	High 26%	1,840	6,949	$1.4M
Moors & Cabot, Inc	Very High 38%	1,889	4,921	$640K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
OneAscent Financial Services LLC	High 16%	804	5,128	$590K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Waverly Advisors, LLC	Very High 33%	4,302	12,923	$1.6M
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Sowell Management	Low 6%	400	6,280	$680K
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
Archer Investment Corporation	Low 4%	173	4,290	$180K
Cary Street Partners	Very High 33%	2,175	6,641	$1.3M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
BIP Wealth, LLC	Very High 50%	1,566	3,108	$1.7M
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
Krilogy	Very High 37%	1,121	3,061	$1.4M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
The Welch Group, LLC	Very High 49%	690	1,416	$2.6M
Advisory Services Network	Low 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
BFC PLANNING, Inc.	Low 5%	574	11,327	$330K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Alden investment Group	Low 7%	107	1,457	$240K
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
Balefire, LLC	Typical 13%	235	1,757	$600K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Simplicity wealth	Low 8%	645	8,456	$200K
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
Avantax Planning Partners, Inc.	High 16%	1,216	7,515	$690K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
On Investment Management CO	Low 9%	794	9,317	$320K
Belpointe Asset Management LLC	High 18%	1,321	7,321	$710K
Fiduciary Financial Advisors	High 26%	555	2,164	$610K
Avidian Wealth Solutions	Very High 58%	1,080	1,866	$2.5M
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
Nfsg Corporation	High 25%	765	3,036	$340K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Southeast Asset Advisors, LLC	Very High 66%	185	281	$9.3M
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Cape Investment Advisory, Inc.	Typical 11%	107	1,002	$460K
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
49 Financial	Low 6%	218	3,771	$340K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Plante Moran FInancial Advisors	Very High 86%	3,355	3,894	$6.4M
71 West Capital Partners	Very High 98%	167	171	$32M
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
United Brokerage Services inc	Low 4%	49	1,368	$250K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Hilltop Securities inc.	High 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
Fifth Third Wealth Advisors LLC	Very High 40%	566	1,426	$2.3M
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Realta Investment Advisors, Inc	Very High 31%	378	1,213	$310K
Frost Investment Services	High 18%	535	3,019	$710K
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Core Planning	Typical 14%	122	867	$610K
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
XYPN Invest	High 25%	156	621	$1M
MWA Financial Services Inc.	Low 4%	76	1,981	$310K

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