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

Multi-team firms active in Massachusetts 214 firms

Very Low 0%-5%

Low 5%-12%

Typical 12%-31%

High 31%-52%

Very High 52%-79%

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

Median: 19%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Congress Asset Management Company, LLP	Typical 20%	1,611	8,019	$850K
Concentric	Very High 85%	4,380	5,142	$2.4M
Marshfield Associates	Typical 22%	857	3,946	$1.2M
EFS Advisors	Very Low 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	Very High 100%	3,214	3,214	$3.8M
Advisors Capital Management, LLC	Typical 16%	2,863	17,842	$640K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
St. Germain Investment Management	Typical 30%	1,909	6,461	$550K
Facet	Typical 17%	2,228	13,331	$450K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
The Fiduciary Alliance	Typical 27%	2,388	8,744	$270K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
The Partners Wealth Management	Low 7%	430	5,925	$180K
Trillium Asset Management	High 35%	600	1,731	$1.3M
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
Northeast Investment Management Inc	High 34%	549	1,626	$1.9M
Welch & Forbes LLC	Very High 74%	478	643	$13M
IHT Wealth Management LLC	Typical 28%	6,952	25,096	$280K
NorthCoast Asset Management LLC	Typical 27%	1,209	4,412	$1M
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
OneSeven	Typical 12%	1,908	15,787	$460K
Beaumont Financial Partners	Typical 18%	345	1,898	$1.5M
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Flagship Harbor Advisors, LLC	High 35%	2,556	7,280	$460K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Howland Capital Management LLC	Low 11%	145	1,270	$2.6M
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Novem Group	Low 7%	260	3,513	$390K
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
Trilogy Capital, Inc.	Low 7%	546	8,058	$320K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
PKS Advisory Services, LLC	Very Low 4%	178	4,874	$220K
Csenge Advisory Group, LLC	Typical 12%	831	7,147	$430K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Western Wealth Management LLC	Typical 30%	3,272	11,019	$460K
CS Planning Corp	Typical 13%	541	4,190	$470K
ASSET ALLOCATION STRATEGIES, llc	Very Low 4%	155	4,363	$160K
Grimes & Company	High 49%	1,783	3,660	$1.6M
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	Typical 27%	5,300	19,977	$650K
APELLA Wealth	High 43%	3,280	7,683	$1.2M
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
Winthrop Wealth	High 31%	743	2,405	$1.2M
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
Ingalls & Snyder, LLC	Typical 26%	1,090	4,245	$1.6M
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
Johnson Investment Counsel, Inc.	Very High 57%	2,995	5,251	$2.9M
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
RFG Advisory, LLC	Low 10%	1,506	14,368	$320K
Corecap Advisors	Low 10%	936	9,671	$410K
RWA Wealth Partners	Very High 60%	3,545	5,951	$3.1M
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Gateway Wealth Partners, LLC	Typical 22%	1,605	7,312	$300K
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
Merit Financial Advisors	Typical 22%	4,344	20,040	$900K
Strategic blueprint, LLC	Typical 27%	906	3,338	$750K
CW Advisors, LLC	High 51%	3,257	6,426	$2.2M
Stratos Wealth Advisors LLC	Typical 28%	1,355	4,928	$1.1M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Coastal Bridge Advisors	High 31%	579	1,846	$2.4M
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
CG Advisory Services	Typical 14%	680	4,898	$580K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Arax Advisory Partners	Typical 26%	1,840	6,949	$1.4M
RedHawk Wealth Advisors, Inc.	Very Low 4%	112	3,118	$440K
Proficio Capital Partners LLC	Very High 100%	138	138	$32M
Guardian Wealth Advisors, LLC	Typical 22%	474	2,123	$930K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Santander Securities	Very Low 0%	—	10,832	$260K
Dynamic	High 33%	1,813	5,509	$960K
GRADIENT Wealth Management	Very Low 4%	160	4,546	$130K
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
Soltis Investment Advisors, LLC	Very High 63%	3,207	5,113	$1.3M
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
Dakota Wealth, LLC	High 35%	1,287	3,728	$1.8M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
MONECO Advisors	Typical 27%	762	2,781	$800K
Avior Wealth Management, LLC	High 48%	2,288	4,775	$1.2M
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Capital Investment Advisory Services, LLC	Typical 12%	766	6,172	$370K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Sowell Management	Low 6%	400	6,280	$680K
Mutual Advisors, LLC	Typical 24%	2,189	9,290	$870K
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
WORLD EQUITY GROUP, Inc.	Very Low 4%	122	3,151	$300K
Perigon Wealth Management, LLC	Typical 30%	1,653	5,421	$1.7M
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Verdence Capital Advisors, LLC	High 42%	755	1,798	$2.4M
Concurrent Investment Advisors, LLC	Typical 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	Low 11%	1,629	14,624	$550K
Evensky & Katz/Foldes Wealth Management	Very High 65%	763	1,165	$2.6M
HUB Investment Partners, LLC	Typical 18%	1,002	5,446	$1.3M
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Farther	Typical 24%	3,463	14,593	$970K
Forvis Mazars Wealth Advisors, LLC	High 40%	1,674	4,183	$2.1M
CL Wealth Management LLC	Typical 29%	637	2,165	$340K
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
Main Street Financial Solutions, LLC	High 36%	706	1,981	$1.2M
Advisory Services Network	Low 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
Greenwich Wealth Management, LLC	Very High 83%	491	589	$3.8M
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
Pallas Capital Advisors, LLC	High 39%	474	1,221	$3.5M
Alden investment Group	Low 7%	107	1,457	$240K
U.S. Capital Wealth Advisors, LLC	High 43%	1,875	4,395	$1.9M
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Chicago Partners Investment Group LLC	Very High 64%	1,749	2,741	$2.6M
Eversource Wealth Advisors, LLC	High 47%	1,540	3,255	$1.2M
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Northwest Asset Management	Typical 30%	832	2,758	$1.5M
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Simplicity wealth	Low 8%	645	8,456	$200K
SB Advisory, LLC	Low 5%	80	1,574	$260K
Lifeworks Advisors, LLC	Typical 25%	435	1,772	$510K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
On Investment Management CO	Low 9%	794	9,317	$320K
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
Fiduciary Financial Advisors	Typical 26%	555	2,164	$610K
F L Putnam Investment Management Co.	Very High 53%	1,488	2,823	$2.7M
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
Financial & Tax Architects, LLC	Low 10%	149	1,565	$240K
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Nfsg Corporation	Typical 25%	765	3,036	$340K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Fourstar Wealth Advisors, LLC	Typical 16%	287	1,753	$780K
McAdam LLC	Low 11%	584	5,538	$480K
Fortis Capital Advisors, LLC	Typical 17%	363	2,127	$710K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Choate Investment Advisors	Very High 85%	519	614	$15M
New England Private Wealth Advisors, LLC	Very High 90%	338	376	$8.2M
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
SAX Wealth Advisors, LLC	High 45%	715	1,596	$2.1M
Silvercrest Asset Management Group LLC	Very High 100%	1,081	1,081	$18M
RMR Wealth Builders, Inc.	Typical 24%	464	1,907	$940K
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	Typical 25%	1,139	4,552	$1.1M
Robertson Stephens	Very High 56%	1,256	2,236	$3.2M
Reynders, McVeigh Capital Management, LLC	Very High 77%	545	704	$4.2M
Capitol Securities Management, Inc.	High 41%	1,287	3,177	$440K
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
CGN Advisors, LLC	High 38%	493	1,281	$1.2M
Keel Point, LlC	High 51%	757	1,475	$1.8M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
New Edge Wealth	High 43%	1,557	3,621	$5.2M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Prosperity - An EisnerAmper Company	High 41%	762	1,850	$1.7M
71 West Capital Partners	Very High 98%	167	171	$32M
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Crestwood Advisors	Very High 79%	870	1,106	$7M
Packerland Brokerage Services, Inc.	Typical 23%	1,120	4,845	$280K
Connecticut Wealth Management, LLC	Very High 64%	830	1,303	$3.3M
Beacon Global Advisor Network, LLC	Typical 13%	185	1,388	$540K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Andersen	Very High 84%	462	550	$6.8M
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	Typical 23%	1,595	6,880	$4.7K
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Goelzer Investment Management	Very High 70%	404	577	$3.7M
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Van Clemens Wealth Management, LLC	High 32%	192	599	$770K
Northern trust Securities, Inc	Very High 69%	1,406	2,024	$810K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Infinity Financial Services Advisory	Low 5%	30	642	$260K
Brownson, Rehmus & Foxworth, Inc.	Very High 100%	263	263	$17M
Accelerate Retirement	Low 10%	48	482	$540K
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Hennion & Walsh Asset Management, Inc.	Typical 14%	147	1,087	$670K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
BMO Family Office, LLC	Very High 100%	70	70	$140M
The Bollard Group LLC	Very High 100%	14	14	$380M
Northeast Planning Associates, Inc.	Low 8%	73	959	$430K
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
XYPN Invest	Typical 25%	156	621	$1M
MWA Financial Services Inc.	Very Low 4%	76	1,981	$310K
RBC Securities, Inc.	Typical 26%	337	1,292	$920K

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