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

Multi-team firms active in Arizona 242 firms

Very Low 0%-4%

Low 4%-9%

Typical 9%-16%

High 16%-31%

Very High 31%-59%

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

Median: 11%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
RBC Securities, Inc.	High 26%	337	1,292	$920K
MWA Financial Services Inc.	Low 4%	76	1,981	$310K
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Northeast Planning Associates, Inc.	Low 8%	73	959	$430K
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Core Planning	Typical 14%	122	867	$610K
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Root Financial Partners	Very High 75%	643	852	$2.5M
Accelerate Retirement	Typical 10%	48	482	$540K
Frost Investment Services	High 18%	535	3,019	$710K
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
Crewe Advisors	Very High 59%	303	514	$3.4M
Realta Investment Advisors, Inc	Very High 31%	378	1,213	$310K
Northern trust Securities, Inc	Very High 69%	1,406	2,024	$810K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Northland Asset Management	Very High 55%	484	875	$460K
Goelzer Investment Management	Very High 70%	404	577	$3.7M
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
Hilltop Securities inc.	High 18%	599	3,335	$680K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
BOK Financial Advisors	Typical 11%	349	3,263	$310K
The Strategic Financial Alliance, Inc.	Typical 9%	127	1,457	$260K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
USAA Investment Services Company	Low 7%	179	2,635	$0
IAMS Wealth Management, LLC	Very Low 3%	55	1,612	$240K
Range Advisory, LLC	Very High 56%	535	950	$690K
The Oak Ridge Financial Services Group, Inc	High 16%	158	994	$660K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
BakerAvenue	Very High 70%	716	1,019	$4.7M
CGN Advisors, LLC	Very High 38%	493	1,281	$1.2M
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Cape Investment Advisory, Inc.	Typical 11%	107	1,002	$460K
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Coldstream Wealth Management	Very High 57%	2,393	4,199	$2.9M
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Halbert Hargrove	Very High 61%	883	1,457	$2.5M
Transce3nd LLC	Typical 13%	201	1,581	$260K
RMR Wealth Builders, Inc.	High 24%	464	1,907	$940K
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Empirical Wealth management	Very High 77%	1,839	2,394	$3.4M
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Interactive Financial Advisors	Very Low 2%	32	1,307	$180K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Fortis Capital Advisors, LLC	High 17%	363	2,127	$710K
McAdam LLC	Typical 11%	584	5,538	$480K
Fourstar Wealth Advisors, LLC	High 16%	287	1,753	$780K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Nfsg Corporation	High 25%	765	3,036	$340K
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
Seacrest Wealth Management, LLC	High 25%	373	1,475	$1M
Financial & Tax Architects, LLC	Typical 10%	149	1,565	$240K
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
Financial Gravity Family Office Services, LLC	Typical 9%	149	1,716	$340K
Earned Wealth Advisors, LLC	Very High 40%	584	1,461	$1.6M
On Investment Management CO	Typical 9%	794	9,317	$320K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
Wedmont Private Capital	Very High 99%	491	496	$6.9M
Avantax Planning Partners, Inc.	High 16%	1,216	7,515	$690K
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
SB Advisory, LLC	Low 5%	80	1,574	$260K
Simplicity wealth	Low 8%	645	8,456	$200K
Cantor Fitzgerald Investment Advisors	Very High 51%	625	1,217	$1.1M
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Balefire, LLC	Typical 13%	235	1,757	$600K
Northwest Asset Management	High 30%	832	2,758	$1.5M
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
Chicago Partners Investment Group LLC	Very High 64%	1,749	2,741	$2.6M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
U.S. Capital Wealth Advisors, LLC	Very High 43%	1,875	4,395	$1.9M
Alden investment Group	Low 7%	107	1,457	$240K
One Capital Management, LLC	Very High 34%	1,168	3,468	$1.5M
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
BFC PLANNING, Inc.	Low 5%	574	11,327	$330K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
CL Wealth Management LLC	High 29%	637	2,165	$340K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
Farther	High 24%	3,463	14,593	$970K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Waterloo Capital	Very High 35%	924	2,609	$780K
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
Forum Financial Management, LP	Very High 31%	1,719	5,622	$1.3M
TFO Wealth Partners	Very High 51%	920	1,815	$2.7M
Inspire Advisors, LLC	Typical 9%	320	3,523	$370K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Brookwood Investment Group	Low 6%	210	3,500	$360K
Foguth Wealth Management, LLC.	Typical 9%	209	2,259	$370K
Destination Wealth Management	Very High 59%	1,335	2,272	$2.1M
Cooper McManus	High 16%	546	3,379	$790K
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
Parallel Advisors, LLC	High 24%	1,013	4,169	$2.2M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Archer Investment Corporation	Low 4%	173	4,290	$180K
Cary Street Partners	Very High 33%	2,175	6,641	$1.3M
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
Compass Financial Management LLC	Typical 9%	197	2,152	$390K
Sowell Management	Low 6%	400	6,280	$680K
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Apollon Wealth Management, LLC	Very High 32%	2,697	8,310	$1.3M
Madison Partners	High 18%	367	2,042	$620K
Nations Financial Group, Inc.	High 29%	1,625	5,525	$830K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Waverly Advisors, LLC	Very High 33%	4,302	12,923	$1.6M
Perennial Financial Services	High 30%	913	3,069	$760K
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
Soltis Investment Advisors, LLC	Very High 63%	3,207	5,113	$1.3M
SteelPeak Wealth, LLC	Very High 38%	858	2,278	$1.6M
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Dynamic	Very High 33%	1,813	5,509	$960K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
RedHawk Wealth Advisors, Inc.	Low 4%	112	3,118	$440K
Moors & Cabot, Inc	Very High 38%	1,889	4,921	$640K
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
Ascentis Independent Advisors, LLC	High 23%	610	2,690	$740K
Legacy Wealth Management, LLC	Low 4%	134	3,269	$190K
SEIA	Very High 52%	4,920	9,520	$2.3M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Trek Financial	Typical 15%	670	4,539	$540K
TCI Wealth Advisors, Inc.	Very High 40%	1,290	3,189	$1.6M
Founders Financial Alliance, LLC	High 30%	711	2,354	$480K
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
Merit Financial Advisors	High 22%	4,344	20,040	$900K
OnePoint BFG Wealth Partners	Very High 35%	2,934	8,458	$1.7M
Gateway Wealth Partners, LLC	High 22%	1,605	7,312	$300K
Berger Financial Group	High 22%	813	3,755	$780K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
HighPoint Planning Partners	Very High 36%	3,304	9,160	$510K
Corecap Advisors	Typical 10%	936	9,671	$410K
RFG Advisory, LLC	Typical 10%	1,506	14,368	$320K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Financial Security Advisory Inc	High 16%	444	2,810	$580K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Golden State Wealth Management, LLC	Very High 40%	1,655	4,119	$520K
Integrated Advisors Network LLC	Typical 9%	652	7,363	$740K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Diversify Wealth Management, LLC	High 18%	831	4,719	$820K
Winthrop Wealth	Very High 31%	743	2,405	$1.2M
Pure Financial Advisors, llc	Very High 48%	3,567	7,503	$1.5M
Continuum Advisory, LLC	High 27%	902	3,344	$540K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
Summit Wealth Group	High 19%	584	3,117	$740K
American Independent Securities Group, LLC	Typical 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
PFG Advisors	Typical 10%	735	7,527	$420K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
CS Planning Corp	Typical 13%	541	4,190	$470K
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
Western Wealth Management LLC	High 30%	3,272	11,019	$460K
The Wealth Consulting Group	Very High 33%	4,214	12,646	$470K
B.O.S.S. Retirement Advisors, LLC	Very Low 3%	129	4,956	$270K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
PKS Advisory Services, LLC	Low 4%	178	4,874	$220K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Kingsview Wealth Management, LLC	High 18%	2,209	12,143	$700K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Capital Investment Advisors, LLC	Very High 41%	2,462	6,014	$1.4M
Trilogy Capital, Inc.	Low 7%	546	8,058	$320K
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
Signal Advisors Wealth, LLC	Typical 10%	473	4,816	$350K
Novem Group	Low 7%	260	3,513	$390K
Stoker Ostler, a Part of BMO Financial Group	Very High 60%	945	1,579	$2.3M
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Portside Wealth Group, LLC	Very High 33%	2,086	6,257	$200K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
Strategic Wealth Investment Group, LLC	Low 7%	286	3,900	$350K
United Advisor Group	High 22%	1,382	6,395	$210K
Private Management Group Inc	High 29%	974	3,384	$1.3M
OneSeven	Typical 12%	1,908	15,787	$460K
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Advisory Alpha, LLC	Low 5%	458	8,799	$270K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
Retirement Planners of America	High 20%	1,116	5,625	$630K
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Provenance Wealth advisors	High 18%	547	3,085	$960K
The Partners Wealth Management	Low 7%	430	5,925	$180K
IPI Wealth Management, Inc.	Very Low 3%	435	13,138	$190K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
Facet	High 17%	2,228	13,331	$450K
Axxcess Wealth Management, LLC	High 23%	2,199	9,558	$830K
Trajan Wealth, L.L.C.	Typical 10%	1,035	10,633	$240K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Cardinal Point Wealth Management	Very High 52%	1,134	2,175	$1.9M
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
EFS Advisors	Very Low 0%	—	21,660	$110K
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Ally invest Advisors	Very Low 0%	62	83,199	$21K

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