HNW client percentage for Multi-team firms serving clients in District Of Columbia

Multi-team firms active in District Of Columbia 60 firms

Very Low 0%-0%

Low 0%-3%

Typical 3%-10%

High 10%-18%

Very High 18%-57%

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

Median: 5%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Marshfield Associates	Very High 22%	857	3,946	$1.2M
Missionsquare Retirement	Low 1%	390	40,526	$140K
Madison Avenue Securities, LLC	Typical 4%	548	14,084	$140K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Douglass Winthrop Advisors LLC	Very High 71%	884	1,249	$4.7M
OneSeven	High 12%	1,908	15,787	$460K
Beaumont Financial Partners	Very High 18%	345	1,898	$1.5M
Strategic Wealth Investment Group, LLC	Typical 7%	286	3,900	$350K
Palisade Capital Management, LP	Very High 32%	508	1,577	$1.2M
Geneos Wealth Management, Inc.	Typical 3%	618	21,267	$420K
Novem Group	Typical 7%	260	3,513	$390K
Principal Advised Services	Low 0%	64	23,164	$61K
Consolidated Portfolio Review Corp	Typical 5%	293	6,187	$260K
XML Financial Group	Very High 29%	833	2,890	$1.1M
Ausdal Financial Partners, Inc.	Very High 24%	4,004	16,436	$220K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
Corecap Advisors	High 10%	936	9,671	$410K
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
LexAurum Advisors	High 15%	331	2,189	$570K
Thurston Springer Advisors	Very High 39%	2,205	5,600	$360K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Concurrent Investment Advisors, LLC	Very High 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
HUB Investment Partners, LLC	Very High 18%	1,002	5,446	$1.3M
A.G.P. / Alliance Global Partners	Typical 6%	427	6,635	$320K
Farther	Very High 24%	3,463	14,593	$970K
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
Snowden Capital Advisors LLC	Very High 27%	1,580	5,878	$1.5M
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
Simplicity wealth	Typical 8%	645	8,456	$200K
SB Advisory, LLC	Typical 5%	80	1,574	$260K
Wedbush Securities Inc.	Very High 27%	2,636	9,927	$540K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
On Investment Management CO	Typical 9%	794	9,317	$320K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Nfsg Corporation	Very High 25%	765	3,036	$340K
UMB Financial Services, Inc.	Low 0%	—	2,110	$2.4K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
Portfolio Medics, LLC	Low 1%	39	2,929	$270K
Wesbanco Securities, Inc.	High 13%	208	1,627	$180K
Capitol Securities Management, Inc.	Very High 41%	1,287	3,177	$440K
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
United Brokerage Services inc	Typical 4%	49	1,368	$250K
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
Andersen	Very High 84%	462	550	$6.8M
Hilltop Securities inc.	Very High 18%	599	3,335	$680K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
Waldron Private Wealth	Very High 68%	349	517	$11M
RBC Securities, Inc.	Very High 26%	337	1,292	$920K

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