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

Multi-team firms active in Connecticut 180 firms

Very Low 0%-6%

Low 6%-16%

Typical 16%-32%

High 32%-46%

Very High 46%-100%

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

Median: 27%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Madison Investment Advisors, LLC	Low 15%	2,243	14,602	$430K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
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	Typical 16%	2,863	17,842	$640K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Good Life Advisors, LLC	Very Low 4%	789	22,240	$190K
Facet	Typical 17%	2,228	13,331	$450K
Great Valley Advisor Group, LLC	Very Low 5%	1,769	36,836	$250K
O'Shaughnessy Asset Management, LLC	Very High 100%	10,734	10,734	$1.5M
Clinton Investment Management, LLC	Very High 46%	959	2,095	$1.7M
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
The Partners Wealth Management	Low 7%	430	5,925	$180K
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
NorthCoast Asset Management LLC	Typical 27%	1,209	4,412	$1M
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Compound Planning, Inc.	Very Low 5%	612	11,480	$260K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Flagship Harbor Advisors, LLC	High 35%	2,556	7,280	$460K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Novem Group	Low 7%	260	3,513	$390K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
PKS Advisory Services, LLC	Very Low 4%	178	4,874	$220K
Csenge Advisory Group, LLC	Low 12%	831	7,147	$430K
Consolidated Portfolio Review Corp	Very Low 5%	293	6,187	$260K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Western Wealth Management LLC	Typical 30%	3,272	11,019	$460K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	Typical 27%	5,300	19,977	$650K
APELLA Wealth	High 43%	3,280	7,683	$1.2M
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
Winthrop Wealth	Typical 31%	743	2,405	$1.2M
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
Gladstone Wealth Partners	Typical 27%	2,213	8,302	$680K
Ingalls & Snyder, LLC	Typical 26%	1,090	4,245	$1.6M
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Financial Security Advisory Inc	Typical 16%	444	2,810	$580K
Founders Financial Securities, LLC	Low 15%	1,466	9,590	$390K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Essex Financial Services, Inc.	High 32%	895	2,780	$1.2M
Corecap Advisors	Low 10%	936	9,671	$410K
Sunbelt Securities, Inc.	Low 13%	689	5,261	$370K
Carnegie Investment Counsel	High 39%	1,186	3,056	$2M
Gateway Wealth Partners, LLC	Typical 22%	1,605	7,312	$300K
Vicus Capital, Inc.	High 36%	2,218	6,170	$470K
The Pinnacle Financial Group	High 40%	1,249	3,150	$410K
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
Merit Financial Advisors	Typical 22%	4,344	20,040	$900K
DayMark Wealth Partners, LLC	High 44%	913	2,060	$2.3M
Larson Financial Group, LLC	High 35%	1,719	4,937	$1.1M
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Ritholtz Wealth Management	Typical 31%	1,247	3,999	$1.8M
Coastal Bridge Advisors	Typical 31%	579	1,846	$2.4M
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Prosperity Capital Advisors	Low 13%	990	7,469	$510K
Summit Financial, LLC	Low 15%	2,417	15,660	$1.3M
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
Moors & Cabot, Inc	High 38%	1,889	4,921	$640K
RedHawk Wealth Advisors, Inc.	Very Low 4%	112	3,118	$440K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Santander Securities	Very Low 0%	—	10,832	$260K
GRADIENT Wealth Management	Very Low 4%	160	4,546	$130K
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
Arkadios Wealth Advisors	Very Low 5%	764	14,320	$520K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Invst, LLC	Low 15%	320	2,193	$570K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
First Heartland Consultants, Inc.	Very Low 5%	309	6,350	$290K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Dakota Wealth, LLC	High 35%	1,287	3,728	$1.8M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
MONECO Advisors	Typical 27%	762	2,781	$800K
AlphaStar Capital Management	Very Low 5%	415	8,466	$260K
Madison Partners	Typical 18%	367	2,042	$620K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Mutual Advisors, LLC	Typical 24%	2,189	9,290	$870K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Advocacy Wealth Management, LLC	High 39%	649	1,658	$1.7M
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Archer Investment Corporation	Very Low 4%	173	4,290	$180K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
Principle Wealth	Very High 52%	613	1,173	$2.6M
WORLD EQUITY GROUP, Inc.	Very Low 4%	122	3,151	$300K
Perigon Wealth Management, LLC	Typical 30%	1,653	5,421	$1.7M
Brookwood Investment Group	Low 6%	210	3,500	$360K
Concurrent Investment Advisors, LLC	Typical 23%	3,009	13,268	$1.2M
The Burney Company	Very High 48%	904	1,880	$1.6M
ValMark Advisers, Inc.	Low 11%	1,629	14,624	$550K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Farther	Typical 24%	3,463	14,593	$970K
CL Wealth Management LLC	Typical 29%	637	2,165	$340K
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
Advisory Services Network	Low 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Snowden Capital Advisors LLC	Typical 27%	1,580	5,878	$1.5M
Kovack Advisors, inc.	Low 12%	1,590	12,906	$430K
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Greenwich Wealth Management, LLC	Very High 83%	491	589	$3.8M
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
U.S. Capital Wealth Advisors, LLC	High 43%	1,875	4,395	$1.9M
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Cantor Fitzgerald Investment Advisors	Very High 51%	625	1,217	$1.1M
Simplicity wealth	Low 8%	645	8,456	$200K
SB Advisory, LLC	Very Low 5%	80	1,574	$260K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
NPA Asset Management, LLC	High 38%	877	2,293	$360K
On Investment Management CO	Low 9%	794	9,317	$320K
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
Financial & Tax Architects, LLC	Low 10%	149	1,565	$240K
Seacrest Wealth Management, LLC	Typical 25%	373	1,475	$1M
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Calydon Capital, LLC	Very High 100%	282	282	$8.5M
Fortis Capital Advisors, LLC	Typical 17%	363	2,127	$710K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Interactive Financial Advisors	Very Low 2%	32	1,307	$180K
Bolton Global Asset Management	Typical 31%	1,698	5,566	$760K
SAX Wealth Advisors, LLC	High 45%	715	1,596	$2.1M
RMR Wealth Builders, Inc.	Typical 24%	464	1,907	$940K
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	Typical 25%	1,139	4,552	$1.1M
Robertson Stephens	Very High 56%	1,256	2,236	$3.2M
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Capitol Securities Management, Inc.	High 41%	1,287	3,177	$440K
Colter Lewis Investment Partners, LLC	Very High 100%	130	130	$26M
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
CGN Advisors, LLC	High 38%	493	1,281	$1.2M
BakerAvenue	Very High 70%	716	1,019	$4.7M
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
New Edge Wealth	High 43%	1,557	3,621	$5.2M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
IAMS Wealth Management, LLC	Very Low 3%	55	1,612	$240K
Range Advisory, LLC	Very High 56%	535	950	$690K
Crestwood Advisors	Very High 79%	870	1,106	$7M
Packerland Brokerage Services, Inc.	Typical 23%	1,120	4,845	$280K
Connecticut Wealth Management, LLC	Very High 64%	830	1,303	$3.3M
BOK Financial Advisors	Low 11%	349	3,263	$310K
Beacon Global Advisor Network, LLC	Low 13%	185	1,388	$540K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	Typical 23%	1,595	6,880	$4.7K
Fifth Third Wealth Advisors LLC	High 40%	566	1,426	$2.3M
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Momentum Independent Network Inc.	Low 14%	408	2,817	$550K
Maxim Financial Advisors LLC	Low 6%	48	758	$540K
Valley Wealth Managers, Inc.	Very High 52%	441	854	$2.4M
First Citizens Asset Management, Inc	Very Low 5%	62	1,246	$310K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Saxony Capital Management, LLC	Low 13%	97	756	$480K
Insigneo Advisory Services, LLC	Low 12%	402	3,415	$670K
Infinity Financial Services Advisory	Very Low 5%	30	642	$260K
Alexander Capital Wealth Management LLC	Low 12%	72	614	$390K
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Hennion & Walsh Asset Management, Inc.	Low 14%	147	1,087	$670K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Core Planning	Low 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
MWA Financial Services Inc.	Very Low 4%	76	1,981	$310K
RBC Securities, Inc.	Typical 26%	337	1,292	$920K

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