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

Multi-team firms active in Arkansas 107 firms
Very Low 0%-4%
Low 4%-9%
Typical 9%-15%
High 15%-15%
Very High 15%-37%
5th 20th 40th 60th 80th 95th

Median: 9%

Firm
HNW client %
HNW Clients
Clients
AUM/client
Crews & Associates, inc. logo Crews & Associates, inc.
Very High 15%
49
326
$500K
MWA Financial Services Inc. logo MWA Financial Services Inc.
Low 4%
76
1,981
$310K
Gradient Advisors, LLC logo Gradient Advisors, LLC
Very Low 2%
52
2,149
$130K
Jefferies Investment Advisers LLC logo Jefferies Investment Advisers LLC
Very Low 0%
1,649
$1.3M
Core Planning logo Core Planning
Typical 14%
122
867
$610K
IP Financial Advisory Services LLC logo IP Financial Advisory Services LLC
Very Low 0%
2,001
$240K
Root Financial Partners logo Root Financial Partners
Very High 75%
643
852
$2.5M
Alexander Capital Wealth Management LLC logo Alexander Capital Wealth Management LLC
Typical 12%
72
614
$390K
Van Clemens Wealth Management, LLC logo Van Clemens Wealth Management, LLC
Very High 32%
192
599
$770K
First Citizens Asset Management, Inc logo First Citizens Asset Management, Inc
Low 5%
62
1,246
$310K
Momentum Independent Network Inc. logo Momentum Independent Network Inc.
Typical 14%
408
2,817
$550K
Siebert AdvisorNXT, LLC. logo Siebert AdvisorNXT, LLC.
Typical 10%
93
973
$400K
integrity Advisory Solutions logo integrity Advisory Solutions
Typical 10%
250
2,387
$450K
Mutual of Omaha Investor Services, Inc. logo Mutual of Omaha Investor Services, Inc.
Very High 23%
1,595
6,880
$4.7K
Hilltop Securities inc. logo Hilltop Securities inc.
Very High 18%
599
3,335
$680K
M Holdings Securities, INC. logo M Holdings Securities, INC.
Very Low 2%
78
4,368
$690K
BOK Financial Advisors logo BOK Financial Advisors
Typical 11%
349
3,263
$310K
Packerland Brokerage Services, Inc. logo Packerland Brokerage Services, Inc.
Very High 23%
1,120
4,845
$280K
Huntleigh Advisors, Inc. logo Huntleigh Advisors, Inc.
Typical 9%
161
1,795
$420K
The Oak Ridge Financial Services Group, Inc logo The Oak Ridge Financial Services Group, Inc
Very High 16%
158
994
$660K
Citizens Private Wealth logo Citizens Private Wealth
Very High 100%
2,502
2,502
$5.5M
49 Financial logo 49 Financial
Low 6%
218
3,771
$340K
New Edge Wealth logo New Edge Wealth
Very High 43%
1,557
3,621
$5.2M
BOK Financial Private Wealth, Inc. logo BOK Financial Private Wealth, Inc.
Very High 56%
414
737
$4.2M
Keel Point, LlC logo Keel Point, LlC
Very High 51%
757
1,475
$1.8M
Arvest Wealth management logo Arvest Wealth management
Typical 9%
589
6,689
$440K
Ashton Thomas Private Wealth logo Ashton Thomas Private Wealth
Very High 38%
1,198
3,181
$1.8M
Savvy logo Savvy
Very High 25%
1,139
4,552
$1.1M
FBL Wealth Management, LLC logo FBL Wealth Management, LLC
Very Low 0%
8,258
$1.1K
Calton & Associates, Inc. logo Calton & Associates, Inc.
Low 6%
278
5,056
$290K
Mariner Independent logo Mariner Independent
Very High 37%
1,575
4,261
$1.7M
Vanderbilt Advisory Services logo Vanderbilt Advisory Services
Low 6%
395
6,199
$330K
Fortis Capital Advisors, LLC logo Fortis Capital Advisors, LLC
Very High 17%
363
2,127
$710K
UMB Financial Services, Inc. logo UMB Financial Services, Inc.
Very Low 0%
2,110
$2.4K
Nfsg Corporation logo Nfsg Corporation
Very High 25%
765
3,036
$340K
Financial Gravity Family Office Services, LLC
Typical 9%
149
1,716
$340K
On Investment Management CO logo On Investment Management CO
Typical 9%
794
9,317
$320K
Avantax Planning Partners, Inc.
Very High 16%
1,216
7,515
$690K
Wedbush Securities Inc. logo Wedbush Securities Inc.
Very High 27%
2,636
9,927
$540K
Simplicity wealth logo Simplicity wealth
Low 8%
645
8,456
$200K
Navy Federal Investment Services, LLC logo Navy Federal Investment Services, LLC
Low 4%
331
7,424
$280K
Eversource Wealth Advisors, LLC logo Eversource Wealth Advisors, LLC
Very High 47%
1,540
3,255
$1.2M
Independent Wealth Network, Inc. logo Independent Wealth Network, Inc.
Very High 18%
262
1,445
$340K
Alden investment Group logo Alden investment Group
Low 7%
107
1,457
$240K
International Assets Investment Management, LLC logo International Assets Investment Management, LLC
Very High 35%
2,073
5,871
$420K
Nbc Securities, Inc. logo Nbc Securities, Inc.
Low 8%
280
3,508
$450K
Kovack Advisors, inc. logo Kovack Advisors, inc.
Typical 12%
1,590
12,906
$430K
Concorde Asset Management, LLC logo Concorde Asset Management, LLC
Very Low 1%
38
3,689
$160K
Advisory Services Network logo Advisory Services Network
Typical 9%
1,121
12,426
$830K
CL Wealth Management LLC logo CL Wealth Management LLC
Very High 29%
637
2,165
$340K
Forvis Mazars Wealth Advisors, LLC logo Forvis Mazars Wealth Advisors, LLC
Very High 40%
1,674
4,183
$2.1M
Farther logo Farther
Very High 24%
3,463
14,593
$970K
HUB Investment Partners, LLC logo HUB Investment Partners, LLC
Very High 18%
1,002
5,446
$1.3M
Waterloo Capital logo Waterloo Capital
Very High 35%
924
2,609
$780K
ValMark Advisers, Inc. logo ValMark Advisers, Inc.
Typical 11%
1,629
14,624
$550K
Inspire Advisors, LLC logo Inspire Advisors, LLC
Typical 9%
320
3,523
$370K
Advisor Share Wealth Management, LLC logo Advisor Share Wealth Management, LLC
Very Low 2%
42
2,216
$120K
WORLD EQUITY GROUP, Inc. logo WORLD EQUITY GROUP, Inc.
Low 4%
122
3,151
$300K
B. Riley Wealth Advisors, Inc. logo B. Riley Wealth Advisors, Inc.
Low 8%
801
10,096
$400K
Accurate Wealth Management, LLC logo Accurate Wealth Management, LLC
Very High 15%
393
2,612
$650K
Mutual Advisors, LLC logo Mutual Advisors, LLC
Very High 24%
2,189
9,290
$870K
Sowell Management logo Sowell Management
Low 6%
400
6,280
$680K
Virtue Capital Management, LLC logo Virtue Capital Management, LLC
Very Low 1%
83
5,740
$230K
Avior Wealth Management, LLC logo Avior Wealth Management, LLC
Very High 48%
2,288
4,775
$1.2M
First Heartland Consultants, Inc. logo First Heartland Consultants, Inc.
Low 5%
309
6,350
$290K
Synovus Securities, Inc. logo Synovus Securities, Inc.
Very High 16%
1,938
11,964
$640K
GRADIENT Wealth Management logo GRADIENT Wealth Management
Low 4%
160
4,546
$130K
Dynamic logo Dynamic
Very High 33%
1,813
5,509
$960K
CliftonLarsonAllen Wealth Advisors, LLC logo CliftonLarsonAllen Wealth Advisors, LLC
Very High 36%
2,348
6,550
$1.7M
Wealth Watch Advisors, INC logo Wealth Watch Advisors, INC
Very Low 2%
65
3,587
$170K
Beacon Trust logo Beacon Trust
Very High 71%
2,007
2,830
$1.5M
Sunbelt Securities, Inc. logo Sunbelt Securities, Inc.
Typical 13%
689
5,261
$370K
Corecap Advisors logo Corecap Advisors
Typical 10%
936
9,671
$410K
LaSalle St. Investment Advisors, L.L.C. logo LaSalle St. Investment Advisors, L.L.C.
Low 7%
894
13,711
$380K
Silver Oak Securities, Incorporated logo Silver Oak Securities, Incorporated
Low 5%
448
8,631
$280K
Stephens logo Stephens
Very High 15%
3,088
21,168
$670K
Ingalls & Snyder, LLC logo Ingalls & Snyder, LLC
Very High 26%
1,090
4,245
$1.6M
Integrated Advisors Network LLC logo Integrated Advisors Network LLC
Typical 9%
652
7,363
$740K
Impact Partnership Wealth, LLC logo Impact Partnership Wealth, LLC
Low 6%
512
7,988
$370K
Continuum Advisory, LLC logo Continuum Advisory, LLC
Very High 27%
902
3,344
$540K
Capital Advisors, Inc. logo Capital Advisors, Inc.
Very High 46%
1,491
3,262
$2M
Meridian Wealth Management, LLC logo Meridian Wealth Management, LLC
Very High 19%
1,022
5,366
$810K
G. A. Repple & Company logo G. A. Repple & Company
Very Low 0%
3,139
$220K
Kingswood Wealth Advisors, LLC logo Kingswood Wealth Advisors, LLC
Very High 20%
2,274
11,259
$330K
ASSET ALLOCATION STRATEGIES, llc logo ASSET ALLOCATION STRATEGIES, llc
Low 4%
155
4,363
$160K
Strategic Financial Concepts, llc logo Strategic Financial Concepts, llc
Low 5%
190
3,698
$200K
Mariner Advisor Network logo Mariner Advisor Network
Typical 14%
2,202
16,100
$580K
Western Wealth Management LLC logo Western Wealth Management LLC
Very High 30%
3,272
11,019
$460K
Creativeone Wealth, LLC logo Creativeone Wealth, LLC
Low 8%
1,738
22,064
$260K
Csenge Advisory Group, LLC logo Csenge Advisory Group, LLC
Typical 12%
831
7,147
$430K
PKS Advisory Services, LLC logo PKS Advisory Services, LLC
Low 4%
178
4,874
$220K
Wealth Management logo Wealth Management
Very High 22%
1,021
4,731
$360K
Principal Advised Services logo Principal Advised Services
Very Low 0%
64
23,164
$61K
Kingsview Wealth Management, LLC logo Kingsview Wealth Management, LLC
Very High 18%
2,209
12,143
$700K
Foundations Investment Advisors LLC logo Foundations Investment Advisors LLC
Very High 20%
6,047
29,615
$340K
Verus Capital Partners, LLC logo Verus Capital Partners, LLC
Low 8%
426
5,086
$410K
Coppell Advisory Solutions LLC logo Coppell Advisory Solutions LLC
Very Low 2%
153
8,848
$120K
Cornerstone Wealth Management, LLC logo Cornerstone Wealth Management, LLC
Very High 28%
3,511
12,454
$390K
Independent Advisor Alliance, llc logo Independent Advisor Alliance, llc
Very High 37%
15,578
42,227
$390K
Advisory Alpha, LLC logo Advisory Alpha, LLC
Low 5%
458
8,799
$270K
United Capital Financial Advisors logo United Capital Financial Advisors
Low 8%
1,937
24,837
$830K
Bison Wealth, LLC logo Bison Wealth, LLC
Very High 69%
5,877
8,569
$300K
The Fiduciary Alliance logo The Fiduciary Alliance
Very High 27%
2,388
8,744
$270K
Missionsquare Retirement logo Missionsquare Retirement
Very Low 1%
390
40,526
$140K
Beacon Capital Management, Inc. logo Beacon Capital Management, Inc.
Very Low 2%
162
10,219
$200K
EFS Advisors logo EFS Advisors
Very Low 0%
21,660
$110K
Madison Investment Advisors, LLC logo Madison Investment Advisors, LLC
Very High 15%
2,243
14,602
$430K
Ally invest Advisors logo Ally invest Advisors
Very Low 0%
62
83,199
$21K
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