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

Multi-team firms active in Alaska 48 firms

Very Low 0%-0%

Low 0%-0%

Typical 0%-11%

High 11%-20%

Very High 20%-77%

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

Median: 4%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K
EFS Advisors	Typical 0%	—	21,660	$110K
Missionsquare Retirement	Typical 1%	390	40,526	$140K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Portside Wealth Group, LLC	Very High 33%	2,086	6,257	$200K
Geneos Wealth Management, Inc.	Typical 3%	618	21,267	$420K
Foundations Investment Advisors LLC	Very High 20%	6,047	29,615	$340K
Consolidated Portfolio Review Corp	Typical 5%	293	6,187	$260K
Creativeone Wealth, LLC	Typical 8%	1,738	22,064	$260K
Kingswood Wealth Advisors, LLC	Very High 20%	2,274	11,259	$330K
G. A. Repple & Company	Typical 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
Diversify Wealth Management, LLC	High 18%	831	4,719	$820K
Corecap Advisors	Typical 10%	936	9,671	$410K
Sunbelt Securities, Inc.	High 13%	689	5,261	$370K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
GRADIENT Wealth Management	Typical 4%	160	4,546	$130K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
Concurrent Investment Advisors, LLC	Very High 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
Farther	Very High 24%	3,463	14,593	$970K
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Typical 1%	38	3,689	$160K
BFC PLANNING, Inc.	Typical 5%	574	11,327	$330K
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
Alden investment Group	Typical 7%	107	1,457	$240K
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Northwest Asset Management	Very High 30%	832	2,758	$1.5M
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
Wedbush Securities Inc.	Very High 27%	2,636	9,927	$540K
On Investment Management CO	Typical 9%	794	9,317	$320K
UMB Financial Services, Inc.	Typical 0%	—	2,110	$2.4K
Vanderbilt Advisory Services	Typical 6%	395	6,199	$330K
Bolton Global Asset Management	Very High 31%	1,698	5,566	$760K
Empirical Wealth management	Very High 77%	1,839	2,394	$3.4M
FBL Wealth Management, LLC	Typical 0%	—	8,258	$1.1K
Coldstream Wealth Management	Very High 57%	2,393	4,199	$2.9M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
M Holdings Securities, INC.	Typical 2%	78	4,368	$690K
Hilltop Securities inc.	High 18%	599	3,335	$680K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
Jefferies Investment Advisers LLC	Typical 0%	—	1,649	$1.3M

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