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%

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

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