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

Multi-team firms active in Delaware 82 firms

Very Low 0%-0%

Low 0%-6%

Typical 6%-13%

High 13%-31%

Very High 31%-71%

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

Median: 10%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Lifemark Securities Corp.	Typical 6%	67	1,053	$400K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
SVB Wealth	Very High 52%	530	1,024	$2.4M
Root Financial Partners	Very High 75%	643	852	$2.5M
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Realta Investment Advisors, Inc	Very High 31%	378	1,213	$310K
Bryn Mawr Trust Advisors, LLC	Very High 45%	599	1,335	$2.5M
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
Goelzer Investment Management	Very High 70%	404	577	$3.7M
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.	Low 2%	78	4,368	$690K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
The Oak Ridge Financial Services Group, Inc	High 16%	158	994	$660K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
Cape Investment Advisory, Inc.	Typical 11%	107	1,002	$460K
Capitol Securities Management, Inc.	Very High 41%	1,287	3,177	$440K
Portfolio Medics, LLC	Low 1%	39	2,929	$270K
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
On Investment Management CO	Typical 9%	794	9,317	$320K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
Diversify Advisory Services, LLC	High 15%	802	5,200	$840K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Northwest Asset Management	High 30%	832	2,758	$1.5M
Alden investment Group	Typical 7%	107	1,457	$240K
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
Concorde Asset Management, LLC	Low 1%	38	3,689	$160K
CL Wealth Management LLC	High 29%	637	2,165	$340K
A.G.P. / Alliance Global Partners	Typical 6%	427	6,635	$320K
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Sage Financial Group Inc.	Very High 65%	715	1,101	$3.8M
Brookwood Investment Group	Typical 6%	210	3,500	$360K
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Bogart Wealth, LLC	Very High 50%	722	1,442	$2.2M
Pine Valley Investments	High 29%	606	2,070	$1.1M
Dakota Wealth, LLC	Very High 35%	1,287	3,728	$1.8M
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Regal Investment Advisors LLC	Typical 7%	555	8,220	$330K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
Santander Securities	Low 0%	—	10,832	$260K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Prosperity Capital Advisors	High 13%	990	7,469	$510K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Garden State Investment Advisory Services, LLC	Typical 6%	151	2,492	$260K
Vicus Capital, Inc.	Very High 36%	2,218	6,170	$470K
Corecap Advisors	Typical 10%	936	9,671	$410K
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
Founders Financial Securities, LLC	High 15%	1,466	9,590	$390K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Integrated Advisors Network LLC	Typical 9%	652	7,363	$740K
Impact Partnership Wealth, LLC	Typical 6%	512	7,988	$370K
Diversify Wealth Management, LLC	High 18%	831	4,719	$820K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Jacobi Capital Management, LLC	Very High 37%	1,087	2,900	$820K
XML Financial Group	High 29%	833	2,890	$1.1M
Creativeone Wealth, LLC	Typical 8%	1,738	22,064	$260K
Kingsview Wealth Management, LLC	High 18%	2,209	12,143	$700K
Roffman Miller Associates Inc	Very High 71%	1,132	1,598	$1.9M
Palisade Capital Management, LP	Very High 32%	508	1,577	$1.2M
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Certified Advisory Corp	Very High 40%	1,001	2,476	$1M
The Partners Wealth Management	Typical 7%	430	5,925	$180K
Sound Income Strategies, LLC	Low 2%	473	24,734	$170K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
Good Life Advisors, LLC	Low 4%	789	22,240	$190K
Missionsquare Retirement	Low 1%	390	40,526	$140K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
EFS Advisors	Low 0%	—	21,660	$110K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K
Ally invest Advisors	Low 0%	62	83,199	$21K

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