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

Multi-team firms active in Georgia 242 firms

Very Low 0%-6%

Low 6%-13%

Typical 13%-23%

High 23%-44%

Very High 44%-67%

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

Median: 16%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Very Low 4%	76	1,981	$310K
Oxford Financial Group, LTD	Very High 94%	551	589	$24M
XYPN Invest	High 25%	156	621	$1M
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Root Financial Partners	Very High 75%	643	852	$2.5M
Crescent Grove Advisors	Very High 89%	290	325	$16M
Alexander Capital Wealth Management LLC	Low 12%	72	614	$390K
Frost Investment Services	Typical 18%	535	3,019	$710K
Insigneo Advisory Services, LLC	Low 12%	402	3,415	$670K
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
First Citizens Asset Management, Inc	Very Low 5%	62	1,246	$310K
Valley Wealth Managers, Inc.	Very High 52%	441	854	$2.4M
Latitude Advisors, LLC	Low 8%	115	1,525	$320K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Northland Asset Management	Very High 55%	484	875	$460K
Goelzer Investment Management	Very High 70%	404	577	$3.7M
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Certuity, LLC	Very High 89%	413	464	$5.2M
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Fifth Third Wealth Advisors LLC	High 40%	566	1,426	$2.3M
Bailard, Inc.	Very High 76%	761	1,008	$4.6M
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Beacon Global Advisor Network, LLC	Typical 13%	185	1,388	$540K
United Brokerage Services inc	Very Low 4%	49	1,368	$250K
The Strategic Financial Alliance, Inc.	Low 9%	127	1,457	$260K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
Balentine	Very High 97%	426	439	$9.1M
Crestwood Advisors	Very High 79%	870	1,106	$7M
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
NIcholas Hoffman & Company, LLC	Very High 71%	285	399	$20M
IAMS Wealth Management, LLC	Very Low 3%	55	1,612	$240K
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
49 Financial	Low 6%	218	3,771	$340K
New Edge Wealth	High 43%	1,557	3,621	$5.2M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
BakerAvenue	Very High 70%	716	1,019	$4.7M
CGN Advisors, LLC	High 38%	493	1,281	$1.2M
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
OpenArc Corporate Advisory, LLC	Very High 61%	2,356	3,841	$2.6M
Cape Investment Advisory, Inc.	Low 11%	107	1,002	$460K
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
True North Advisors, LLC	Very High 58%	594	1,022	$3.8M
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Transce3nd LLC	Typical 13%	201	1,581	$260K
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Mariner Independent	High 37%	1,575	4,261	$1.7M
LCP Institutional, LLC	High 42%	50	119	$15M
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Southeast Asset Advisors, LLC	Very High 66%	185	281	$9.3M
SignatureFD, LLC	Very High 67%	1,271	1,891	$4.9M
Fourstar Wealth Advisors, LLC	Typical 16%	287	1,753	$780K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Nfsg Corporation	High 25%	765	3,036	$340K
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Donaldson Capital Management LLC	High 41%	711	1,736	$1.7M
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Earned Wealth Advisors, LLC	High 40%	584	1,461	$1.6M
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
On Investment Management CO	Low 9%	794	9,317	$320K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
SB Advisory, LLC	Very Low 5%	80	1,574	$260K
Simplicity wealth	Low 8%	645	8,456	$200K
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Balefire, LLC	Typical 13%	235	1,757	$600K
Northwest Asset Management	High 30%	832	2,758	$1.5M
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Aprio Wealth Management, LLC	Very High 45%	710	1,592	$2.4M
Alden investment Group	Low 7%	107	1,457	$240K
Jaffe Tilchin Investment Partners, LLC	High 23%	391	1,704	$1M
One Capital Management, LLC	High 34%	1,168	3,468	$1.5M
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Kovack Advisors, inc.	Low 12%	1,590	12,906	$430K
BFC PLANNING, Inc.	Very Low 5%	574	11,327	$330K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Advisory Services Network	Low 9%	1,121	12,426	$830K
Main Street Financial Solutions, LLC	High 36%	706	1,981	$1.2M
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
CL Wealth Management LLC	High 29%	637	2,165	$340K
Forvis Mazars Wealth Advisors, LLC	High 40%	1,674	4,183	$2.1M
Farther	High 24%	3,463	14,593	$970K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Waterloo Capital	High 35%	924	2,609	$780K
ValMark Advisers, Inc.	Low 11%	1,629	14,624	$550K
The Burney Company	Very High 48%	904	1,880	$1.6M
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
Forum Financial Management, LP	High 31%	1,719	5,622	$1.3M
Verdence Capital Advisors, LLC	High 42%	755	1,798	$2.4M
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Brookwood Investment Group	Low 6%	210	3,500	$360K
BIP Wealth, LLC	Very High 50%	1,566	3,108	$1.7M
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
WORLD EQUITY GROUP, Inc.	Very Low 4%	122	3,151	$300K
Archer Investment Corporation	Very Low 4%	173	4,290	$180K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
Advocacy Wealth Management, LLC	High 39%	649	1,658	$1.7M
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
Henssler Financial	Very High 46%	733	1,609	$2M
Sowell Management	Low 6%	400	6,280	$680K
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Capital Investment Advisory Services, LLC	Low 12%	766	6,172	$370K
Madison Partners	Typical 18%	367	2,042	$620K
Nations Financial Group, Inc.	High 29%	1,625	5,525	$830K
AlphaStar Capital Management	Very Low 5%	415	8,466	$260K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
Creative Financial Designs, Inc.	Very Low 4%	462	10,477	$280K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Very Low 5%	309	6,350	$290K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Very Low 5%	764	14,320	$520K
Cyndeo Wealth Partners	Very High 47%	575	1,219	$2.5M
GRADIENT Wealth Management	Very Low 4%	160	4,546	$130K
Dynamic	High 33%	1,813	5,509	$960K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
JFS Wealth Advisors, LLC	High 40%	877	2,216	$1.7M
Moors & Cabot, Inc	High 38%	1,889	4,921	$640K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Strategic blueprint, LLC	High 27%	906	3,338	$750K
Founders Financial Alliance, LLC	High 30%	711	2,354	$480K
Larson Financial Group, LLC	High 35%	1,719	4,937	$1.1M
ZWJ Investment Counsel Inc	Very High 66%	656	990	$3.8M
Merit Financial Advisors	Typical 22%	4,344	20,040	$900K
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
Garden State Investment Advisory Services, LLC	Low 6%	151	2,492	$260K
The Pinnacle Financial Group	High 40%	1,249	3,150	$410K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
Corecap Advisors	Low 10%	936	9,671	$410K
Crawford Investment Counsel Inc	Very High 61%	1,176	1,943	$3.1M
RFG Advisory, LLC	Low 10%	1,506	14,368	$320K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Silver Oak Securities, Incorporated	Very Low 5%	448	8,631	$280K
Stephens	Typical 15%	3,088	21,168	$670K
Linscomb Wealth, Inc.	Very High 65%	1,058	1,640	$3.1M
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
IFG Advisory, LLC	High 39%	3,556	9,038	$510K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Continuum Advisory, LLC	High 27%	902	3,344	$540K
intrua Financial	Low 12%	410	3,347	$510K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
Kintra Wealth, LLC	Very High 45%	1,304	2,914	$520K
American Independent Securities Group, LLC	Low 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
SageSpring Wealth Partners	Typical 18%	2,060	11,558	$730K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
APELLA Wealth	High 43%	3,280	7,683	$1.2M
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
ASSET ALLOCATION STRATEGIES, llc	Very Low 4%	155	4,363	$160K
CS Planning Corp	Typical 13%	541	4,190	$470K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
Elevation Point Wealth Partners, LLC	High 33%	1,599	4,879	$1.7M
The Wealth Consulting Group	High 33%	4,214	12,646	$470K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Consolidated Portfolio Review Corp	Very Low 5%	293	6,187	$260K
Level Four Advisory Services	High 34%	5,075	14,964	$320K
Csenge Advisory Group, LLC	Low 12%	831	7,147	$430K
PKS Advisory Services, LLC	Very Low 4%	178	4,874	$220K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Capital Investment Advisors, LLC	High 41%	2,462	6,014	$1.4M
Verity Asset Management	Very Low 3%	201	5,803	$150K
Novem Group	Low 7%	260	3,513	$390K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Thrivent Advisor Network, LLC	Low 10%	1,481	14,611	$460K
Flagship Harbor Advisors, LLC	High 35%	2,556	7,280	$460K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Modern Wealth Management, LLC	Typical 22%	2,529	11,524	$830K
Strategic Wealth Investment Group, LLC	Low 7%	286	3,900	$350K
United Advisor Group	Typical 22%	1,382	6,395	$210K
OneSeven	Low 12%	1,908	15,787	$460K
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Compound Planning, Inc.	Very Low 5%	612	11,480	$260K
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Madison Avenue Securities, LLC	Very Low 4%	548	14,084	$140K
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Wealthcare Capital Management LLC	High 23%	1,312	5,638	$660K
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
The Partners Wealth Management	Low 7%	430	5,925	$180K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
The Fiduciary Alliance	High 27%	2,388	8,744	$270K
Great Valley Advisor Group, LLC	Very Low 5%	1,769	36,836	$250K
Facet	Typical 17%	2,228	13,331	$450K
Axxcess Wealth Management, LLC	High 23%	2,199	9,558	$830K
Good Life Advisors, LLC	Very Low 4%	789	22,240	$190K
Trajan Wealth, L.L.C.	Low 10%	1,035	10,633	$240K
GLOBALT Investments	High 24%	727	3,062	$740K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Asset Preservation Advisors, LLC	Very High 62%	1,714	2,747	$3.3M
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
EFS Advisors	Very Low 0%	—	21,660	$110K
Equity Investment Corp	Low 7%	464	6,550	$420K
Howard Capital Management, Inc.	Low 8%	812	10,546	$410K
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Ally invest Advisors	Very Low 0%	62	83,199	$21K
Gradient Investments, LLC	Low 6%	1,701	26,560	$310K

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