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

Multi-team firms active in Iowa 121 firms

Very Low 0%-0%

Low 0%-0%

Typical 0%-7%

High 7%-23%

Very High 23%-48%

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

Median: 5%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Ally invest Advisors	Typical 0%	62	83,199	$21K
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K
EFS Advisors	Typical 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Typical 2%	162	10,219	$200K
Missionsquare Retirement	Typical 1%	390	40,526	$140K
Great Valley Advisor Group, LLC	Typical 5%	1,769	36,836	$250K
IPI Wealth Management, Inc.	Typical 3%	435	13,138	$190K
Sound Income Strategies, LLC	Typical 2%	473	24,734	$170K
The Partners Wealth Management	High 7%	430	5,925	$180K
IHT Wealth Management LLC	Very High 28%	6,952	25,096	$280K
Madison Avenue Securities, LLC	Typical 4%	548	14,084	$140K
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Compound Planning, Inc.	Typical 5%	612	11,480	$260K
United Capital Financial Advisors	High 8%	1,937	24,837	$830K
Advisory Alpha, LLC	Typical 5%	458	8,799	$270K
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
Harbour Investments, Inc.	Typical 5%	1,502	29,827	$310K
Coppell Advisory Solutions LLC	Typical 2%	153	8,848	$120K
Focus Financial	High 13%	1,697	13,560	$490K
Novem Group	High 7%	260	3,513	$390K
Principal Advised Services	Typical 0%	64	23,164	$61K
Csenge Advisory Group, LLC	High 12%	831	7,147	$430K
Level Four Advisory Services	Very High 34%	5,075	14,964	$320K
Consolidated Portfolio Review Corp	Typical 5%	293	6,187	$260K
Creativeone Wealth, LLC	High 8%	1,738	22,064	$260K
Steele Capital Management, Inc.	Very High 38%	582	1,521	$1.7M
The Wealth Consulting Group	Very High 33%	4,214	12,646	$470K
CreativeOne Securities, LLC	Typical 3%	310	12,362	$180K
Grimes & Company	Very High 49%	1,783	3,660	$1.6M
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
APELLA Wealth	Very High 43%	3,280	7,683	$1.2M
Associated Investment Services, Inc.	High 15%	577	3,841	$300K
SageSpring Wealth Partners	High 18%	2,060	11,558	$730K
Ausdal Financial Partners, Inc.	Very High 24%	4,004	16,436	$220K
G. A. Repple & Company	Typical 0%	—	3,139	$220K
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
Continuum Advisory, LLC	Very High 27%	902	3,344	$540K
Gladstone Wealth Partners	Very High 27%	2,213	8,302	$680K
IFG Advisory, LLC	Very High 39%	3,556	9,038	$510K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
Silver Oak Securities, Incorporated	Typical 5%	448	8,631	$280K
LaSalle St. Investment Advisors, L.L.C.	High 7%	894	13,711	$380K
Corecap Advisors	High 10%	936	9,671	$410K
HighPoint Planning Partners	Very High 36%	3,304	9,160	$510K
Gibbs Wealth Management, LLC	Typical 3%	140	5,356	$200K
Nicolet Wealth Management	High 16%	612	3,791	$740K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Prosperity Capital Advisors	High 13%	990	7,469	$510K
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
Moors & Cabot, Inc	Very High 38%	1,889	4,921	$640K
RedHawk Wealth Advisors, Inc.	Typical 4%	112	3,118	$440K
Wealth Watch Advisors, INC	Typical 2%	65	3,587	$170K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
GRADIENT Wealth Management	Typical 4%	160	4,546	$130K
Trustmont Advisory Group, Inc.	Typical 6%	261	4,322	$320K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
LexAurum Advisors	High 15%	331	2,189	$570K
First Heartland Consultants, Inc.	Typical 5%	309	6,350	$290K
Sequent Planning, LLC	Typical 1%	45	6,015	$98K
Creative Financial Designs, Inc.	Typical 4%	462	10,477	$280K
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Waverly Advisors, LLC	Very High 33%	4,302	12,923	$1.6M
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
AlphaStar Capital Management	Typical 5%	415	8,466	$260K
Nations Financial Group, Inc.	Very High 29%	1,625	5,525	$830K
Royal Fund Management, LLC	High 8%	375	4,940	$310K
Sowell Management	Typical 6%	400	6,280	$680K
Mutual Advisors, LLC	Very High 24%	2,189	9,290	$870K
WORLD EQUITY GROUP, Inc.	Typical 4%	122	3,151	$300K
Brookwood Investment Group	Typical 6%	210	3,500	$360K
Advisor Share Wealth Management, LLC	Typical 2%	42	2,216	$120K
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
HUB Investment Partners, LLC	High 18%	1,002	5,446	$1.3M
Farther	Very High 24%	3,463	14,593	$970K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
Secure Asset Management, L.L.C.	High 8%	233	2,877	$300K
Composition Wealth, LLC	High 11%	406	3,760	$2.3M
Concorde Asset Management, LLC	Typical 1%	38	3,689	$160K
BFC PLANNING, Inc.	Typical 5%	574	11,327	$330K
Nbc Securities, Inc.	High 8%	280	3,508	$450K
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Balefire, LLC	High 13%	235	1,757	$600K
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
Wedbush Securities Inc.	Very High 27%	2,636	9,927	$540K
Avantax Planning Partners, Inc.	High 16%	1,216	7,515	$690K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
On Investment Management CO	High 9%	794	9,317	$320K
Financial Gravity Family Office Services, LLC	High 9%	149	1,716	$340K
Financial & Tax Architects, LLC	High 10%	149	1,565	$240K
UMB Financial Services, Inc.	Typical 0%	—	2,110	$2.4K
Vanderbilt Advisory Services	Typical 6%	395	6,199	$330K
Mariner Independent	Very High 37%	1,575	4,261	$1.7M
Calton & Associates, Inc.	Typical 6%	278	5,056	$290K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
FBL Wealth Management, LLC	Typical 0%	—	8,258	$1.1K
Foster Group, INC.	Very High 37%	715	1,956	$2.1M
Portfolio Medics, LLC	Typical 1%	39	2,929	$270K
Savvy	Very High 25%	1,139	4,552	$1.1M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
The Oak Ridge Financial Services Group, Inc	High 16%	158	994	$660K
IAMS Wealth Management, LLC	Typical 3%	55	1,612	$240K
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
The Strategic Financial Alliance, Inc.	High 9%	127	1,457	$260K
M Holdings Securities, INC.	Typical 2%	78	4,368	$690K
Andersen	Very High 84%	462	550	$6.8M
Mutual of Omaha Investor Services, Inc.	Very High 23%	1,595	6,880	$4.7K
integrity Advisory Solutions	High 10%	250	2,387	$450K
Siebert AdvisorNXT, LLC.	High 10%	93	973	$400K
Northland Asset Management	Very High 55%	484	875	$460K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
IP Financial Advisory Services LLC	Typical 0%	—	2,001	$240K
Hennion & Walsh Asset Management, Inc.	High 14%	147	1,087	$670K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Jefferies Investment Advisers LLC	Typical 0%	—	1,649	$1.3M
Gradient Advisors, LLC	Typical 2%	52	2,149	$130K
XYPN Invest	Very High 25%	156	621	$1M
MWA Financial Services Inc.	Typical 4%	76	1,981	$310K

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