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

Multi-team firms active in Illinois 295 firms

Very Low 0%-5%

Low 5%-12%

Typical 12%-27%

High 27%-54%

Very High 54%-79%

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

Median: 18%

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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	Typical 25%	156	621	$1M
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
BMO Family Office, LLC	Very High 100%	70	70	$140M
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Aaron Wealth Advisors	Very High 91%	115	127	$26M
Core Planning	Typical 14%	122	867	$610K
SVB Wealth	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
Brownson, Rehmus & Foxworth, Inc.	Very High 100%	263	263	$17M
Frost Investment Services	Typical 18%	535	3,019	$710K
Infinity Financial Services Advisory	Low 5%	30	642	$260K
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
Prairie Capital Management Group, LLC	Very High 100%	431	431	$6.8M
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Northern trust Securities, Inc	Very High 69%	1,406	2,024	$810K
Valley Wealth Managers, Inc.	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
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
Fifth Third Wealth Advisors LLC	High 40%	566	1,426	$2.3M
Mutual of Omaha Investor Services, Inc.	Typical 23%	1,595	6,880	$4.7K
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
Andersen	Very High 84%	462	550	$6.8M
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Beacon Global Advisor Network, LLC	Typical 13%	185	1,388	$540K
Packerland Brokerage Services, Inc.	Typical 23%	1,120	4,845	$280K
Valeo Financial Advisors, LLC	Very High 75%	2,257	3,021	$4.2M
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
IAMS Wealth Management, LLC	Very Low 3%	55	1,612	$240K
Acropolis Investment Management	Very High 61%	636	1,037	$2.4M
Plante Moran FInancial Advisors	Very High 86%	3,355	3,894	$6.4M
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Lombard Advisers Incorporated	Low 8%	74	941	$540K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Sapient Capital LLC	Very High 71%	691	980	$12M
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
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Keel Point, LlC	High 51%	757	1,475	$1.8M
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
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Robertson Stephens	Very High 56%	1,256	2,236	$3.2M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	Typical 25%	1,139	4,552	$1.1M
RMR Wealth Builders, Inc.	Typical 24%	464	1,907	$940K
Foster Group, INC.	High 37%	715	1,956	$2.1M
JMG Financial Group LTD	Very High 79%	1,403	1,776	$4.2M
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
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Interactive Financial Advisors	Very Low 2%	32	1,307	$180K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Fortis Capital Advisors, LLC	Typical 17%	363	2,127	$710K
McAdam LLC	Low 11%	584	5,538	$480K
Fourstar Wealth Advisors, LLC	Typical 16%	287	1,753	$780K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Nfsg Corporation	Typical 25%	765	3,036	$340K
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Seacrest Wealth Management, LLC	Typical 25%	373	1,475	$1M
Financial & Tax Architects, LLC	Low 10%	149	1,565	$240K
Donaldson Capital Management LLC	High 41%	711	1,736	$1.7M
Innovia Wealth, LLC	High 49%	359	727	$3.9M
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
On Investment Management CO	Low 9%	794	9,317	$320K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
Wedmont Private Capital	Very High 99%	491	496	$6.9M
Lifeworks Advisors, LLC	Typical 25%	435	1,772	$510K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
SB Advisory, LLC	Low 5%	80	1,574	$260K
Simplicity wealth	Low 8%	645	8,456	$200K
Plancorp, LLC	Very High 55%	1,237	2,245	$3.9M
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
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
RubinBrown Advisors LLC	Very High 66%	728	1,101	$3M
Chicago Partners Investment Group LLC	Very High 64%	1,749	2,741	$2.6M
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Aprio Wealth Management, LLC	High 45%	710	1,592	$2.4M
Jaffe Tilchin Investment Partners, LLC	Typical 23%	391	1,704	$1M
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.	Typical 12%	1,590	12,906	$430K
BFC PLANNING, Inc.	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
David Vaughan Investments, LLC	Very High 62%	721	1,164	$3.4M
Maia Wealth	Low 11%	226	2,127	$460K
Main Street Financial Solutions, LLC	High 36%	706	1,981	$1.2M
Composition Wealth, LLC	Low 11%	406	3,760	$2.3M
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
Northrock Partners, LLC	High 47%	2,255	4,778	$2.5M
Farther	Typical 24%	3,463	14,593	$970K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
HUB Investment Partners, LLC	Typical 18%	1,002	5,446	$1.3M
Evensky & Katz/Foldes Wealth Management	Very High 65%	763	1,165	$2.6M
ValMark Advisers, Inc.	Low 11%	1,629	14,624	$550K
Krilogy	High 37%	1,121	3,061	$1.4M
Concurrent Investment Advisors, LLC	Typical 23%	3,009	13,268	$1.2M
Forum Financial Management, LP	High 31%	1,719	5,622	$1.3M
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
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
Parallel Advisors, LLC	Typical 24%	1,013	4,169	$2.2M
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
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Mutual Advisors, LLC	Typical 24%	2,189	9,290	$870K
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Thurston Springer Advisors	High 39%	2,205	5,600	$360K
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
Victory Financial	Typical 12%	360	2,937	$450K
Madison Partners	Typical 18%	367	2,042	$620K
Nations Financial Group, Inc.	High 29%	1,625	5,525	$830K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
American Century Investments Private Client Group, Inc.	Very Low 0%	—	4,098	$570K
Avior Wealth Management, LLC	High 48%	2,288	4,775	$1.2M
Bartlett & Co. Wealth Management LLC	Very High 63%	1,351	2,133	$4.1M
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.	Low 5%	309	6,350	$290K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
Soltis Investment Advisors, LLC	Very High 63%	3,207	5,113	$1.3M
Invst, LLC	Typical 15%	320	2,193	$570K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
SteelPeak Wealth, LLC	High 38%	858	2,278	$1.6M
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
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
RedHawk Wealth Advisors, Inc.	Very Low 4%	112	3,118	$440K
Moors & Cabot, Inc	High 38%	1,889	4,921	$640K
Arax Advisory Partners	Typical 26%	1,840	6,949	$1.4M
Centennial Securities Company, Inc.	Typical 17%	414	2,468	$510K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Ascentis Independent Advisors, LLC	Typical 23%	610	2,690	$740K
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
CG Advisory Services	Typical 14%	680	4,898	$580K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
Legacy Wealth Management, LLC	Very Low 4%	134	3,269	$190K
SEIA	High 52%	4,920	9,520	$2.3M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Annex Wealth Management, LLC	High 43%	2,891	6,710	$1.1M
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Chicago Capital, LLC	Very High 54%	445	818	$5.7M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
Larson Financial Group, LLC	High 35%	1,719	4,937	$1.1M
DayMark Wealth Partners, LLC	High 44%	913	2,060	$2.3M
Merit Financial Advisors	Typical 22%	4,344	20,040	$900K
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
The Pinnacle Financial Group	High 40%	1,249	3,150	$410K
Gateway Wealth Partners, LLC	Typical 22%	1,605	7,312	$300K
Berger Financial Group	Typical 22%	813	3,755	$780K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
HighPoint Planning Partners	High 36%	3,304	9,160	$510K
RWA Wealth Partners	Very High 60%	3,545	5,951	$3.1M
Performance Wealth	High 52%	485	925	$3.5M
Corecap Advisors	Low 10%	936	9,671	$410K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Johnson Investment Counsel, Inc.	Very High 57%	2,995	5,251	$2.9M
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
Financial Security Advisory Inc	Typical 16%	444	2,810	$580K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Stephens	Typical 15%	3,088	21,168	$670K
Vivaldi Capital Management LP	Very High 54%	1,304	2,425	$2.2M
Ingalls & Snyder, LLC	Typical 26%	1,090	4,245	$1.6M
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
Visionary Wealth Advisors, LLC	Typical 21%	898	4,186	$820K
Pure Financial Advisors, llc	High 48%	3,567	7,503	$1.5M
Capital Advisors, Inc.	High 46%	1,491	3,262	$2M
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
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.	Typical 24%	4,004	16,436	$220K
Smith Moore & Co.	High 31%	1,254	4,095	$530K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
PFG Advisors	Low 10%	735	7,527	$420K
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
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
HBKS Wealth Advisors	Typical 22%	1,597	7,344	$940K
Western Wealth Management LLC	High 30%	3,272	11,019	$460K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
Level Four Advisory Services	High 34%	5,075	14,964	$320K
Csenge Advisory Group, LLC	Typical 12%	831	7,147	$430K
Wealth Management	Typical 22%	1,021	4,731	$360K
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
Signal Advisors Wealth, LLC	Low 10%	473	4,816	$350K
Novem Group	Low 7%	260	3,513	$390K
AdvisorNet Wealth Partners	Typical 26%	923	3,499	$900K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Portside Wealth Group, LLC	High 33%	2,086	6,257	$200K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Focus Financial	Typical 13%	1,697	13,560	$490K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Thrivent Advisor Network, LLC	Low 10%	1,481	14,611	$460K
Calamos Wealth Management LLC	Very High 77%	3,141	4,072	$1.2M
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
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	Typical 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
Advisory Alpha, LLC	Low 5%	458	8,799	$270K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
Madison Avenue Securities, LLC	Very Low 4%	548	14,084	$140K
NorthCoast Asset Management LLC	High 27%	1,209	4,412	$1M
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Wealthcare Capital Management LLC	Typical 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
IPI Wealth Management, Inc.	Very Low 3%	435	13,138	$190K
Provident Trust Company	Very High 82%	814	992	$5.9M
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
Facet	Typical 17%	2,228	13,331	$450K
Midwestern Securities Trading Company, LLC	Very Low 2%	243	11,709	$160K
Good Life Advisors, LLC	Very Low 4%	789	22,240	$190K
Advance Capital Management Inc	Typical 21%	1,531	7,287	$670K
Trajan Wealth, L.L.C.	Low 10%	1,035	10,633	$240K
Argent Capital Management LLC	Typical 18%	194	1,071	$3.2M
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Advisors Capital Management, LLC	Typical 16%	2,863	17,842	$640K
SpiderRock Advisors, LLC	High 46%	1,961	4,300	$2M
Ancora Private Wealth Advisors, LLC	Very High 100%	4,414	4,414	$840K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
EFS Advisors	Very Low 0%	—	21,660	$110K
VestGen Advisors, LLC	Low 6%	1,313	22,790	$290K
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Aptus Capital Advisors, LLC	Typical 19%	2,358	12,693	$840K
Ally invest Advisors	Very Low 0%	62	83,199	$21K

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