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

Multi-team firms active in Maine 86 firms

Very Low 0%-0%

Low 0%-8%

Typical 8%-16%

High 16%-35%

Very High 35%-56%

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

Median: 11%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Low 4%	76	1,981	$310K
XYPN Invest	High 25%	156	621	$1M
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
Northeast Planning Associates, Inc.	Typical 8%	73	959	$430K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
Root Financial Partners	Very High 75%	643	852	$2.5M
Infinity Financial Services Advisory	Low 5%	30	642	$260K
Latitude Advisors, LLC	Typical 8%	115	1,525	$320K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Fifth Third Wealth Advisors LLC	Very High 40%	566	1,426	$2.3M
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
Hilltop Securities inc.	High 18%	599	3,335	$680K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
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
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
UMB Financial Services, Inc.	Low 0%	—	2,110	$2.4K
Seacrest Wealth Management, LLC	High 25%	373	1,475	$1M
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
F L Putnam Investment Management Co.	Very High 53%	1,488	2,823	$2.7M
On Investment Management CO	Typical 9%	794	9,317	$320K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
Wedmont Private Capital	Very High 99%	491	496	$6.9M
Simplicity wealth	Typical 8%	645	8,456	$200K
Exodus Wealth, LLC	Low 3%	57	2,219	$210K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Alden investment Group	Low 7%	107	1,457	$240K
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
Kovack Advisors, inc.	Typical 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
CL Wealth Management LLC	High 29%	637	2,165	$340K
Farther	High 24%	3,463	14,593	$970K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
B. Riley Wealth Advisors, Inc.	Typical 8%	801	10,096	$400K
Compass Financial Management LLC	Typical 9%	197	2,152	$390K
Royal Fund Management, LLC	Typical 8%	375	4,940	$310K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Dakota Wealth, LLC	Very High 35%	1,287	3,728	$1.8M
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Santander Securities	Low 0%	—	10,832	$260K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
CG Advisory Services	Typical 14%	680	4,898	$580K
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
Berger Financial Group	High 22%	813	3,755	$780K
Corecap Advisors	Typical 10%	936	9,671	$410K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Stephens	Typical 15%	3,088	21,168	$670K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
IFG Advisory, LLC	Very High 39%	3,556	9,038	$510K
Integrated Advisors Network LLC	Typical 9%	652	7,363	$740K
Winthrop Wealth	High 31%	743	2,405	$1.2M
Summit Wealth Group	High 19%	584	3,117	$740K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
R M Davis Inc	Very High 56%	1,300	2,342	$3.3M
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Novem Group	Low 7%	260	3,513	$390K
Geneos Wealth Management, Inc.	Low 3%	618	21,267	$420K
Flagship Harbor Advisors, LLC	Very High 35%	2,556	7,280	$460K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Advisory Alpha, LLC	Low 5%	458	8,799	$270K
Wealthcare Capital Management LLC	High 23%	1,312	5,638	$660K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
St. Germain Investment Management	High 30%	1,909	6,461	$550K
Missionsquare Retirement	Low 1%	390	40,526	$140K
H.M. Payson	High 23%	910	3,961	$1.8M
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K

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