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

Multi-team firms active in Idaho 124 firms

Very Low 0%-0%

Low 0%-4%

Typical 4%-12%

High 12%-22%

Very High 22%-56%

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

Median: 9%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Typical 4%	76	1,981	$310K
XYPN Invest	Very High 25%	156	621	$1M
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
Core Planning	High 14%	122	867	$610K
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
Insigneo Advisory Services, LLC	High 12%	402	3,415	$670K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Bailard, Inc.	Very High 76%	761	1,008	$4.6M
Mutual of Omaha Investor Services, Inc.	Very 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
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
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
KCD Financial, Inc.	Low 2%	22	1,257	$160K
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Coldstream Wealth Management	Very High 57%	2,393	4,199	$2.9M
Robertson Stephens	Very High 56%	1,256	2,236	$3.2M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Savvy	Very High 25%	1,139	4,552	$1.1M
Becker Capital Management, Inc.	Very High 70%	519	745	$5M
Transce3nd LLC	High 13%	201	1,581	$260K
Global View Capital Management LLC	Low 3%	128	3,786	$200K
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Empirical Wealth management	Very High 77%	1,839	2,394	$3.4M
Calton & Associates, Inc.	Typical 6%	278	5,056	$290K
Interactive Financial Advisors	Low 2%	32	1,307	$180K
Financial & Tax Architects, LLC	Typical 10%	149	1,565	$240K
On Investment Management CO	Typical 9%	794	9,317	$320K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
Simplicity wealth	Typical 8%	645	8,456	$200K
Diversify Advisory Services, LLC	High 15%	802	5,200	$840K
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
Northwest Asset Management	Very High 30%	832	2,758	$1.5M
Freestone Capital Management, LLC	Very High 46%	1,337	2,906	$3.9M
Tucker Asset Management LLC	Low 1%	43	2,943	$180K
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
Badgley Phelps Wealth Managers	Very High 80%	1,023	1,282	$5.4M
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
Kovack Advisors, inc.	High 12%	1,590	12,906	$430K
BFC PLANNING, Inc.	Typical 5%	574	11,327	$330K
Snowden Capital Advisors LLC	Very High 27%	1,580	5,878	$1.5M
Concorde Asset Management, LLC	Low 1%	38	3,689	$160K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Main Street Financial Solutions, LLC	Very High 36%	706	1,981	$1.2M
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
Farther	Very High 24%	3,463	14,593	$970K
A.G.P. / Alliance Global Partners	Typical 6%	427	6,635	$320K
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Inspire Advisors, LLC	Typical 9%	320	3,523	$370K
Cooper McManus	High 16%	546	3,379	$790K
WORLD EQUITY GROUP, Inc.	Typical 4%	122	3,151	$300K
Archer Investment Corporation	Typical 4%	173	4,290	$180K
Sowell Management	Typical 6%	400	6,280	$680K
Apollon Wealth Management, LLC	Very High 32%	2,697	8,310	$1.3M
AlphaStar Capital Management	Typical 5%	415	8,466	$260K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Perennial Financial Services	Very High 30%	913	3,069	$760K
Creative Financial Designs, Inc.	Typical 4%	462	10,477	$280K
Sequent Planning, LLC	Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Typical 5%	309	6,350	$290K
OneAscent Financial Services LLC	High 16%	804	5,128	$590K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Typical 5%	764	14,320	$520K
GRADIENT Wealth Management	Typical 4%	160	4,546	$130K
Dynamic	Very High 33%	1,813	5,509	$960K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Arax Advisory Partners	Very High 26%	1,840	6,949	$1.4M
CG Advisory Services	High 14%	680	4,898	$580K
Legacy Wealth Management, LLC	Typical 4%	134	3,269	$190K
Prosperity Capital Advisors	High 13%	990	7,469	$510K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Trek Financial	High 15%	670	4,539	$540K
Merit Financial Advisors	Very High 22%	4,344	20,040	$900K
OnePoint BFG Wealth Partners	Very High 35%	2,934	8,458	$1.7M
Garden State Investment Advisory Services, LLC	Typical 6%	151	2,492	$260K
Gibbs Wealth Management, LLC	Low 3%	140	5,356	$200K
Corecap Advisors	Typical 10%	936	9,671	$410K
Clear Creek Financial Management, LLC	High 12%	481	3,964	$460K
RFG Advisory, LLC	Typical 10%	1,506	14,368	$320K
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
The AmeriFlex Group	High 14%	2,229	15,724	$550K
Continuum Advisory, LLC	Very High 27%	902	3,344	$540K
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
American Independent Securities Group, LLC	Typical 10%	437	4,339	$220K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	Very High 24%	4,004	16,436	$220K
PFG Advisors	Typical 10%	735	7,527	$420K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
ASSET ALLOCATION STRATEGIES, llc	Typical 4%	155	4,363	$160K
B.O.S.S. Retirement Advisors, LLC	Low 3%	129	4,956	$270K
Creativeone Wealth, LLC	Typical 8%	1,738	22,064	$260K
NWF Advisory Services Inc	Low 3%	303	11,433	$560K
Wealth Management	Very High 22%	1,021	4,731	$360K
Portside Wealth Group, LLC	Very High 33%	2,086	6,257	$200K
Coppell Advisory Solutions LLC	Low 2%	153	8,848	$120K
Modern Wealth Management, LLC	Very High 22%	2,529	11,524	$830K
United Advisor Group	Very High 22%	1,382	6,395	$210K
OneSeven	High 12%	1,908	15,787	$460K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Advisory Alpha, LLC	Typical 5%	458	8,799	$270K
Compound Planning, Inc.	Typical 5%	612	11,480	$260K
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Madison Avenue Securities, LLC	Typical 4%	548	14,084	$140K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
Wealthcare Capital Management LLC	Very High 23%	1,312	5,638	$660K
The Partners Wealth Management	Typical 7%	430	5,925	$180K
The Fiduciary Alliance	Very High 27%	2,388	8,744	$270K
HBW Advisory Services LLC	Low 1%	81	13,779	$120K
Good Life Advisors, LLC	Typical 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
Marshfield Associates	Very High 22%	857	3,946	$1.2M
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K

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