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

Multi-team firms active in Indiana 180 firms

Very Low 0%-4%

Low 4%-11%

Typical 11%-21%

High 21%-41%

Very High 41%-75%

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

Median: 16%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Low 4%	76	1,981	$310K
Oxford Financial Group, LTD	Very High 94%	551	589	$24M
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
Aaron Wealth Advisors	Very High 91%	115	127	$26M
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
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Goelzer Investment Management	Very High 70%	404	577	$3.7M
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
integrity Advisory Solutions	Low 10%	250	2,387	$450K
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
Packerland Brokerage Services, Inc.	High 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
Plante Moran FInancial Advisors	Very High 86%	3,355	3,894	$6.4M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Sapient Capital LLC	Very High 71%	691	980	$12M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Capitol Securities Management, Inc.	Very High 41%	1,287	3,177	$440K
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
SAX Wealth Advisors, LLC	Very High 45%	715	1,596	$2.1M
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
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Donaldson Capital Management LLC	Very 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
Fiduciary Financial Advisors	High 26%	555	2,164	$610K
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
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
SB Advisory, LLC	Low 5%	80	1,574	$260K
Truepoint, Inc.	Very High 54%	1,006	1,867	$3.2M
Plancorp, LLC	Very High 55%	1,237	2,245	$3.9M
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Alden investment Group	Low 7%	107	1,457	$240K
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
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Advisory Services Network	Low 9%	1,121	12,426	$830K
Maia Wealth	Typical 11%	226	2,127	$460K
Korhorn Financial Group	Typical 19%	430	2,303	$460K
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	Very High 47%	2,255	4,778	$2.5M
Farther	High 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
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
SYM Financial Advisors	Very High 47%	848	1,801	$2.1M
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Brookwood Investment Group	Low 6%	210	3,500	$360K
Rehmann Wealth	Very High 51%	1,123	2,186	$1.6M
Parallel Advisors, LLC	High 24%	1,013	4,169	$2.2M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Archer Investment Corporation	Low 4%	173	4,290	$180K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
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
CX Institutional, LLC	High 34%	1,556	4,553	$940K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
Cumberland Advisors	Typical 19%	206	1,091	$1.6M
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Creative Financial Designs, Inc.	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
Invst, LLC	Typical 15%	320	2,193	$570K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
RedHawk Wealth Advisors, Inc.	Low 4%	112	3,118	$440K
Centennial Securities Company, Inc.	Typical 17%	414	2,468	$510K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
CG Advisory Services	Typical 14%	680	4,898	$580K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
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
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Larson Financial Group, LLC	High 35%	1,719	4,937	$1.1M
Gateway Wealth Partners, LLC	High 22%	1,605	7,312	$300K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
HighPoint Planning Partners	High 36%	3,304	9,160	$510K
Corecap Advisors	Low 10%	936	9,671	$410K
RFG Advisory, LLC	Low 10%	1,506	14,368	$320K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Vivaldi Capital Management LP	Very High 54%	1,304	2,425	$2.2M
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Capital Advisors, Inc.	Very 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.	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
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
ASSET ALLOCATION STRATEGIES, llc	Low 4%	155	4,363	$160K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
Western Wealth Management LLC	High 30%	3,272	11,019	$460K
Elevation Point Wealth Partners, LLC	High 33%	1,599	4,879	$1.7M
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
PKS Advisory Services, LLC	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
Triad Wealth Partners, LLC	Typical 13%	515	3,896	$390K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
MCF Advisors, LLC	Typical 19%	648	3,440	$750K
AdvisorNet Wealth Partners	High 26%	923	3,499	$900K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Focus Financial	Typical 13%	1,697	13,560	$490K
Thrivent Advisor Network, LLC	Low 10%	1,481	14,611	$460K
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
Strategic Wealth Investment Group, LLC	Low 7%	286	3,900	$350K
United Advisor Group	High 22%	1,382	6,395	$210K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
Timucúan Asset Management Inc.	Very High 97%	573	591	$4.6M
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
Keystone Financial Group, LLC	Low 7%	464	6,602	$350K
IPI Wealth Management, Inc.	Very Low 3%	435	13,138	$190K
The Fiduciary Alliance	High 27%	2,388	8,744	$270K
Facet	Typical 17%	2,228	13,331	$450K
Midwestern Securities Trading Company, LLC	Very Low 2%	243	11,709	$160K
Trajan Wealth, L.L.C.	Low 10%	1,035	10,633	$240K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
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
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Gradient Investments, LLC	Low 6%	1,701	26,560	$310K

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