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

Multi-team firms active in Kansas 137 firms

Very Low 0%-0%

Low 0%-6%

Typical 6%-15%

High 15%-28%

Very High 28%-40%

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

Median: 9%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Gradient Investments, LLC	Typical 6%	1,701	26,560	$310K
Ally invest Advisors	Low 0%	62	83,199	$21K
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K
EFS Advisors	Low 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
Missionsquare Retirement	Low 1%	390	40,526	$140K
Axxcess Wealth Management, LLC	High 23%	2,199	9,558	$830K
HBW Advisory Services LLC	Low 1%	81	13,779	$120K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
IPI Wealth Management, Inc.	Low 3%	435	13,138	$190K
Kornitzer Capital Management, Inc.	Very High 36%	692	1,904	$1.5M
IHT Wealth Management LLC	Very High 28%	6,952	25,096	$280K
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
United Capital Financial Advisors	Typical 8%	1,937	24,837	$830K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
Palisade Capital Management, LP	Very High 32%	508	1,577	$1.2M
Geneos Wealth Management, Inc.	Low 3%	618	21,267	$420K
Novem Group	Typical 7%	260	3,513	$390K
Copper Financial	Low 1%	30	4,165	$99K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Triad Wealth Partners, LLC	Typical 13%	515	3,896	$390K
NWF Advisory Services Inc	Low 3%	303	11,433	$560K
Creativeone Wealth, LLC	Typical 8%	1,738	22,064	$260K
The Wealth Consulting Group	Very High 33%	4,214	12,646	$470K
CreativeOne Securities, LLC	Low 3%	310	12,362	$180K
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
The Retirement Planning Group, LLC	Very High 31%	1,488	4,748	$850K
Smith Moore & Co.	Very High 31%	1,254	4,095	$530K
American Independent Securities Group, LLC	Typical 10%	437	4,339	$220K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
Continuum Advisory, LLC	High 27%	902	3,344	$540K
Visionary Wealth Advisors, LLC	High 21%	898	4,186	$820K
Integrated Advisors Network LLC	Typical 9%	652	7,363	$740K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
RFG Advisory, LLC	Typical 10%	1,506	14,368	$320K
Corecap Advisors	Typical 10%	936	9,671	$410K
Gibbs Wealth Management, LLC	Low 3%	140	5,356	$200K
Gateway Wealth Partners, LLC	High 22%	1,605	7,312	$300K
Merit Financial Advisors	High 22%	4,344	20,040	$900K
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
Centennial Securities Company, Inc.	High 17%	414	2,468	$510K
FAS Wealth Partners, Inc.	Very High 40%	607	1,524	$2.4M
Wealth Watch Advisors, INC	Low 2%	65	3,587	$170K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Dynamic	Very High 33%	1,813	5,509	$960K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
LexAurum Advisors	High 15%	331	2,189	$570K
Regal Investment Advisors LLC	Typical 7%	555	8,220	$330K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Sequent Planning, LLC	Low 1%	45	6,015	$98K
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
American Century Investments Private Client Group, Inc.	Low 0%	—	4,098	$570K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Nations Financial Group, Inc.	Very High 29%	1,625	5,525	$830K
Victory Financial	Typical 12%	360	2,937	$450K
Royal Fund Management, LLC	Typical 8%	375	4,940	$310K
Sowell Management	Typical 6%	400	6,280	$680K
Parallel Advisors, LLC	High 24%	1,013	4,169	$2.2M
Cooper McManus	High 16%	546	3,379	$790K
Brookwood Investment Group	Typical 6%	210	3,500	$360K
Advisor Share Wealth Management, LLC	Low 2%	42	2,216	$120K
Forum Financial Management, LP	Very High 31%	1,719	5,622	$1.3M
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
HUB Investment Partners, LLC	High 18%	1,002	5,446	$1.3M
Farther	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
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Low 1%	38	3,689	$160K
BFC PLANNING, Inc.	Low 5%	574	11,327	$330K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
One Capital Management, LLC	Very High 34%	1,168	3,468	$1.5M
Alden investment Group	Typical 7%	107	1,457	$240K
Aprio Wealth Management, LLC	Very High 45%	710	1,592	$2.4M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
RubinBrown Advisors LLC	Very High 66%	728	1,101	$3M
Balefire, LLC	Typical 13%	235	1,757	$600K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Cantor Fitzgerald Investment Advisors	Very High 51%	625	1,217	$1.1M
Plancorp, LLC	Very High 55%	1,237	2,245	$3.9M
Simplicity wealth	Typical 8%	645	8,456	$200K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
On Investment Management CO	Typical 9%	794	9,317	$320K
Belpointe Asset Management LLC	High 18%	1,321	7,321	$710K
Earned Wealth Advisors, LLC	Very High 40%	584	1,461	$1.6M
Financial & Tax Architects, LLC	Typical 10%	149	1,565	$240K
Seacrest Wealth Management, LLC	High 25%	373	1,475	$1M
UMB Financial Services, Inc.	Low 0%	—	2,110	$2.4K
Mariner Independent	Very High 37%	1,575	4,261	$1.7M
Calton & Associates, Inc.	Typical 6%	278	5,056	$290K
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Portfolio Medics, LLC	Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Arvest Wealth management	Typical 9%	589	6,689	$440K
CGN Advisors, LLC	Very High 38%	493	1,281	$1.2M
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
49 Financial	Typical 6%	218	3,771	$340K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
IAMS Wealth Management, LLC	Low 3%	55	1,612	$240K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
BOK Financial Advisors	Typical 11%	349	3,263	$310K
Prevail Innovative Wealth Advisors, LLC	High 21%	162	788	$840K
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
Hilltop Securities inc.	High 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Northland Asset Management	Very High 55%	484	875	$460K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Prairie Capital Management Group, LLC	Very High 100%	431	431	$6.8M
Root Financial Partners	Very High 75%	643	852	$2.5M
SVB Wealth	Very High 52%	530	1,024	$2.4M
Core Planning	Typical 14%	122	867	$610K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
XYPN Invest	High 25%	156	621	$1M
MWA Financial Services Inc.	Low 4%	76	1,981	$310K

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