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

Multi-team firms active in Louisiana 196 firms

Very Low 0%-5%

Low 5%-11%

Typical 11%-18%

High 18%-35%

Very High 35%-55%

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

Median: 15%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Crews & Associates, inc.	Typical 15%	49	326	$500K
MWA Financial Services Inc.	Very Low 4%	76	1,981	$310K
Elevate Financial Planning and Wealth Management	Very Low 3%	12	457	$230K
XYPN Invest	High 25%	156	621	$1M
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
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Frost Investment Services	High 18%	535	3,019	$710K
Infinity Financial Services Advisory	Low 5%	30	642	$260K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
Van Clemens Wealth Management, LLC	High 32%	192	599	$770K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Yale Capital Corp.	Very High 100%	117	117	$42M
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Franklin Street Advisors INC.	Very High 84%	317	379	$9.6M
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
Simon Quick Advisors, LLC	Very High 67%	666	994	$7.7M
Hilltop Securities inc.	High 18%	599	3,335	$680K
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.	High 23%	1,120	4,845	$280K
NIcholas Hoffman & Company, LLC	Very High 71%	285	399	$20M
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
Lombard Advisers Incorporated	Low 8%	74	941	$540K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Americana Partners, LLC	Very High 51%	827	1,627	$4.3M
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Cain, Watters & Associates, LLC	Very High 35%	800	2,274	$1.3M
CGN Advisors, LLC	Very High 38%	493	1,281	$1.2M
Arvest Wealth management	Low 9%	589	6,689	$440K
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Cape Investment Advisory, Inc.	Typical 11%	107	1,002	$460K
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Venturi Private Wealth	Very High 59%	407	687	$4.5M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Mariner Independent	Very High 37%	1,575	4,261	$1.7M
Interactive Financial Advisors	Very Low 2%	32	1,307	$180K
Nfsg Corporation	High 25%	765	3,036	$340K
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Financial & Tax Architects, LLC	Low 10%	149	1,565	$240K
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Earned Wealth Advisors, LLC	Very High 40%	584	1,461	$1.6M
Belpointe Asset Management LLC	High 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
CWA Asset Management Group	Very High 49%	923	1,875	$2.3M
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
Kathmere Capital Management, LLC	Very High 37%	278	750	$3M
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Northwest Asset Management	High 30%	832	2,758	$1.5M
Chicago Partners Investment Group LLC	Very High 64%	1,749	2,741	$2.6M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Alden investment Group	Low 7%	107	1,457	$240K
One Capital Management, LLC	High 34%	1,168	3,468	$1.5M
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
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
Advisory Services Network	Low 9%	1,121	12,426	$830K
The Welch Group, LLC	Very High 49%	690	1,416	$2.6M
Korhorn Financial Group	High 19%	430	2,303	$460K
Farther	High 24%	3,463	14,593	$970K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
HUB Investment Partners, LLC	High 18%	1,002	5,446	$1.3M
Evensky & Katz/Foldes Wealth Management	Very High 65%	763	1,165	$2.6M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Concurrent Investment Advisors, LLC	High 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
Rehmann Wealth	Very High 51%	1,123	2,186	$1.6M
Foguth Wealth Management, LLC.	Low 9%	209	2,259	$370K
Cooper McManus	Typical 16%	546	3,379	$790K
BIP Wealth, LLC	Very High 50%	1,566	3,108	$1.7M
WORLD EQUITY GROUP, Inc.	Very Low 4%	122	3,151	$300K
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Thurston Springer Advisors	Very High 39%	2,205	5,600	$360K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
MONECO Advisors	High 27%	762	2,781	$800K
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Stokes Family Office LLC	Very High 53%	383	724	$3.4M
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
LexAurum Advisors	Typical 15%	331	2,189	$570K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
GRADIENT Wealth Management	Very Low 4%	160	4,546	$130K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Guardian Wealth Advisors, LLC	High 22%	474	2,123	$930K
FAS Wealth Partners, Inc.	Very High 40%	607	1,524	$2.4M
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
SEIA	Very High 52%	4,920	9,520	$2.3M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
Founders Financial Alliance, LLC	High 30%	711	2,354	$480K
Merit Financial Advisors	High 22%	4,344	20,040	$900K
Carnegie Investment Counsel	Very High 39%	1,186	3,056	$2M
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
HighPoint Planning Partners	Very 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
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
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Golden State Wealth Management, LLC	Very High 40%	1,655	4,119	$520K
IFG Advisory, LLC	Very High 39%	3,556	9,038	$510K
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
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Diversify Wealth Management, LLC	High 18%	831	4,719	$820K
Continuum Advisory, LLC	High 27%	902	3,344	$540K
intrua Financial	Typical 12%	410	3,347	$510K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
SageSpring Wealth Partners	High 18%	2,060	11,558	$730K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
PFG Advisors	Low 10%	735	7,527	$420K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
ASSET ALLOCATION STRATEGIES, llc	Very Low 4%	155	4,363	$160K
Strategic Financial Concepts, llc	Low 5%	190	3,698	$200K
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	High 22%	1,597	7,344	$940K
Elevation Point Wealth Partners, LLC	High 33%	1,599	4,879	$1.7M
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Level Four Advisory Services	High 34%	5,075	14,964	$320K
Csenge Advisory Group, LLC	Typical 12%	831	7,147	$430K
PKS Advisory Services, LLC	Very Low 4%	178	4,874	$220K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
Triad Wealth Partners, LLC	Typical 13%	515	3,896	$390K
Kingsview Wealth Management, LLC	High 18%	2,209	12,143	$700K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
Signal Advisors Wealth, LLC	Low 10%	473	4,816	$350K
Verity Asset Management	Very Low 3%	201	5,803	$150K
Copper Financial	Very Low 1%	30	4,165	$99K
Portside Wealth Group, LLC	High 33%	2,086	6,257	$200K
Focus Financial	Typical 13%	1,697	13,560	$490K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Index Fund Advisors, Inc.	Very High 43%	909	2,095	$2.5M
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Advisor Resource Council	High 18%	2,134	11,699	$290K
Certified Advisory Corp	Very High 40%	1,001	2,476	$1M
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
Retirement Planners of America	High 20%	1,116	5,625	$630K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
Axxcess Wealth Management, LLC	High 23%	2,199	9,558	$830K
St. Germain Investment Management	High 30%	1,909	6,461	$550K
Gerber Kawasaki Wealth & Investment Management	Low 7%	706	9,425	$430K
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
Marshfield Associates	High 22%	857	3,946	$1.2M
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
ACR Alpine Capital Research, LLC	Typical 14%	958	6,960	$690K
Signature Investment Advisors, LLC	High 23%	1,747	7,454	$890K
Gradient Investments, LLC	Low 6%	1,701	26,560	$310K

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