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

Multi-team firms active in Kentucky 125 firms

Very Low 0%-1%

Low 1%-7%

Typical 7%-11%

High 11%-19%

Very High 19%-37%

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

Median: 9%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Low 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	Very Low 0%	—	1,649	$1.3M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Root Financial Partners	Very High 75%	643	852	$2.5M
Van Clemens Wealth Management, LLC	Very High 32%	192	599	$770K
Latitude Advisors, LLC	Typical 8%	115	1,525	$320K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Hilltop Securities inc.	High 18%	599	3,335	$680K
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
United Brokerage Services inc	Low 4%	49	1,368	$250K
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
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
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
KCD Financial, Inc.	Low 2%	22	1,257	$160K
Wesbanco Securities, Inc.	High 13%	208	1,627	$180K
Portfolio Medics, LLC	Low 1%	39	2,929	$270K
Savvy	Very High 25%	1,139	4,552	$1.1M
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Mariner Independent	Very High 37%	1,575	4,261	$1.7M
Fourstar Wealth Advisors, LLC	High 16%	287	1,753	$780K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
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
Avantax Planning Partners, Inc.	High 16%	1,216	7,515	$690K
Wedbush Securities Inc.	Very High 27%	2,636	9,927	$540K
Truepoint, Inc.	Very High 54%	1,006	1,867	$3.2M
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Northwest Asset Management	Very High 30%	832	2,758	$1.5M
Jaffe Tilchin Investment Partners, LLC	Very High 23%	391	1,704	$1M
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Tucker Asset Management LLC	Low 1%	43	2,943	$180K
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
Kovack Advisors, inc.	High 12%	1,590	12,906	$430K
Concorde Asset Management, LLC	Low 1%	38	3,689	$160K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Secure Asset Management, L.L.C.	Typical 8%	233	2,877	$300K
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
HUB Investment Partners, LLC	High 18%	1,002	5,446	$1.3M
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
Concurrent Investment Advisors, LLC	Very High 23%	3,009	13,268	$1.2M
Advisor Share Wealth Management, LLC	Low 2%	42	2,216	$120K
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Archer Investment Corporation	Low 4%	173	4,290	$180K
Advocacy Wealth Management, LLC	Very High 39%	649	1,658	$1.7M
Accurate Wealth Management, LLC	High 15%	393	2,612	$650K
Mutual Advisors, LLC	Very High 24%	2,189	9,290	$870K
Sowell Management	Low 6%	400	6,280	$680K
Apollon Wealth Management, LLC	Very High 32%	2,697	8,310	$1.3M
Capital Investment Advisory Services, LLC	High 12%	766	6,172	$370K
CX Institutional, LLC	Very High 34%	1,556	4,553	$940K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Virtue Capital Management, LLC	Low 1%	83	5,740	$230K
Bartlett & Co. Wealth Management LLC	Very High 63%	1,351	2,133	$4.1M
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Sequent Planning, LLC	Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Low 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
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
RedHawk Wealth Advisors, Inc.	Low 4%	112	3,118	$440K
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
Prosperity Capital Advisors	High 13%	990	7,469	$510K
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
Ritholtz Wealth Management	Very High 31%	1,247	3,999	$1.8M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stifel Independent Advisors, LLC	Very High 27%	2,124	7,762	$620K
Stratos Wealth Advisors LLC	Very High 28%	1,355	4,928	$1.1M
Carnegie Investment Counsel	Very High 39%	1,186	3,056	$2M
Sunbelt Securities, Inc.	High 13%	689	5,261	$370K
Gibbs Wealth Management, LLC	Low 3%	140	5,356	$200K
HighPoint Planning Partners	Very High 36%	3,304	9,160	$510K
Corecap Advisors	Typical 10%	936	9,671	$410K
RFG Advisory, LLC	Typical 10%	1,506	14,368	$320K
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
intrua Financial	High 12%	410	3,347	$510K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
Meridian Wealth Management, LLC	Very High 19%	1,022	5,366	$810K
American Independent Securities Group, LLC	Typical 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	Very High 24%	4,004	16,436	$220K
SageSpring Wealth Partners	High 18%	2,060	11,558	$730K
Kingswood Wealth Advisors, LLC	Very High 20%	2,274	11,259	$330K
CreativeOne Securities, LLC	Low 3%	310	12,362	$180K
Western Wealth Management LLC	Very High 30%	3,272	11,019	$460K
Creativeone Wealth, LLC	Typical 8%	1,738	22,064	$260K
Level Four Advisory Services	Very High 34%	5,075	14,964	$320K
Wealth Management	Very High 22%	1,021	4,731	$360K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Foundations Investment Advisors LLC	Very High 20%	6,047	29,615	$340K
MCF Advisors, LLC	Very High 19%	648	3,440	$750K
Octavia Wealth Advisors LLC	High 13%	460	3,672	$490K
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
Strategic Wealth Investment Group, LLC	Typical 7%	286	3,900	$350K
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
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
IHT Wealth Management LLC	Very High 28%	6,952	25,096	$280K
Provenance Wealth advisors	High 18%	547	3,085	$960K
Sound Income Strategies, LLC	Low 2%	473	24,734	$170K
Keystone Financial Group, LLC	Typical 7%	464	6,602	$350K
IPI Wealth Management, Inc.	Low 3%	435	13,138	$190K
HBW Advisory Services LLC	Low 1%	81	13,779	$120K
Facet	High 17%	2,228	13,331	$450K
Missionsquare Retirement	Low 1%	390	40,526	$140K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
EFS Advisors	Very Low 0%	—	21,660	$110K
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K
Ally invest Advisors	Very Low 0%	62	83,199	$21K

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