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

Multi-team firms active in Michigan 213 firms

Very Low 0%-4%

Low 4%-9%

Typical 9%-17%

High 17%-35%

Very High 35%-86%

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

Median: 14%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Low 4%	76	1,981	$310K
Oxford Financial Group, LTD	Very High 94%	551	589	$24M
Waldron Private Wealth	Very High 68%	349	517	$11M
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
Core Planning	Typical 14%	122	867	$610K
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Accelerate Retirement	Typical 10%	48	482	$540K
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
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.	Typical 10%	93	973	$400K
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
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
The Strategic Financial Alliance, Inc.	Typical 9%	127	1,457	$260K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
Valeo Financial Advisors, LLC	Very High 75%	2,257	3,021	$4.2M
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
IAMS Wealth Management, LLC	Very Low 3%	55	1,612	$240K
Plante Moran FInancial Advisors	Very High 86%	3,355	3,894	$6.4M
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
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
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
CGN Advisors, LLC	Very High 38%	493	1,281	$1.2M
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
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
JMG Financial Group LTD	Very High 79%	1,403	1,776	$4.2M
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
SAX Wealth Advisors, LLC	Very High 45%	715	1,596	$2.1M
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Mariner Independent	Very High 37%	1,575	4,261	$1.7M
McAdam LLC	Typical 11%	584	5,538	$480K
Fourstar Wealth Advisors, LLC	Typical 16%	287	1,753	$780K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Nfsg Corporation	High 25%	765	3,036	$340K
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
Seacrest Wealth Management, LLC	High 25%	373	1,475	$1M
Financial & Tax Architects, LLC	Typical 10%	149	1,565	$240K
Azimuth Capital Management	Very High 83%	315	381	$9.6M
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
Financial Gravity Family Office Services, LLC	Typical 9%	149	1,716	$340K
Fiduciary Financial Advisors	High 26%	555	2,164	$610K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Belpointe Asset Management LLC	High 18%	1,321	7,321	$710K
On Investment Management CO	Typical 9%	794	9,317	$320K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
SB Advisory, LLC	Low 5%	80	1,574	$260K
Hamilton Capital	Very High 49%	1,341	2,744	$1.4M
Simplicity wealth	Low 8%	645	8,456	$200K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Alden investment Group	Low 7%	107	1,457	$240K
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
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
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
Korhorn Financial Group	High 19%	430	2,303	$460K
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
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
HUB Investment Partners, LLC	High 18%	1,002	5,446	$1.3M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
SYM Financial Advisors	Very High 47%	848	1,801	$2.1M
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Brookwood Investment Group	Low 6%	210	3,500	$360K
Rehmann Wealth	Very High 51%	1,123	2,186	$1.6M
Foguth Wealth Management, LLC.	Typical 9%	209	2,259	$370K
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
Parallel Advisors, LLC	High 24%	1,013	4,169	$2.2M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
Thurston Springer Advisors	Very High 39%	2,205	5,600	$360K
CX Institutional, LLC	High 34%	1,556	4,553	$940K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
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
Soltis Investment Advisors, LLC	Very High 63%	3,207	5,113	$1.3M
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
Cyndeo Wealth Partners	Very High 47%	575	1,219	$2.5M
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Dynamic	High 33%	1,813	5,509	$960K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
RedHawk Wealth Advisors, Inc.	Low 4%	112	3,118	$440K
Arax Advisory Partners	High 26%	1,840	6,949	$1.4M
Centennial Securities Company, Inc.	High 17%	414	2,468	$510K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Ascentis Independent Advisors, LLC	High 23%	610	2,690	$740K
CG Advisory Services	Typical 14%	680	4,898	$580K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
SEIA	Very High 52%	4,920	9,520	$2.3M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Strategic blueprint, LLC	High 27%	906	3,338	$750K
Founders Financial Alliance, LLC	High 30%	711	2,354	$480K
Merit Financial Advisors	High 22%	4,344	20,040	$900K
OnePoint BFG Wealth Partners	Very High 35%	2,934	8,458	$1.7M
Nicolet Wealth Management	Typical 16%	612	3,791	$740K
Gateway Wealth Partners, LLC	High 22%	1,605	7,312	$300K
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
RWA Wealth Partners	Very High 60%	3,545	5,951	$3.1M
Corecap Advisors	Typical 10%	936	9,671	$410K
Clear Creek Financial Management, LLC	Typical 12%	481	3,964	$460K
RFG Advisory, LLC	Typical 10%	1,506	14,368	$320K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Johnson Investment Counsel, Inc.	Very High 57%	2,995	5,251	$2.9M
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Golden State Wealth Management, LLC	Very High 40%	1,655	4,119	$520K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
Kintra Wealth, LLC	Very High 45%	1,304	2,914	$520K
Summit Wealth Group	High 19%	584	3,117	$740K
Venture Visionary Partners LLC	High 31%	833	2,660	$1.6M
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.	High 24%	4,004	16,436	$220K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
The Retirement Planning Group, LLC	High 31%	1,488	4,748	$850K
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	Low 4%	155	4,363	$160K
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
Elevation Point Wealth Partners, LLC	High 33%	1,599	4,879	$1.7M
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$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	Low 4%	178	4,874	$220K
Kingsview Wealth Management, LLC	High 18%	2,209	12,143	$700K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Signal Advisors Wealth, LLC	Typical 10%	473	4,816	$350K
Novem Group	Low 7%	260	3,513	$390K
AdvisorNet Wealth Partners	High 26%	923	3,499	$900K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Thrivent Advisor Network, LLC	Typical 10%	1,481	14,611	$460K
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
OneSeven	Typical 12%	1,908	15,787	$460K
FSA Advisors, Inc.	Very Low 1%	38	4,406	$130K
Mainstay Capital Management, LLC	Very High 45%	1,523	3,405	$1.3M
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Advisory Alpha, LLC	Low 5%	458	8,799	$270K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
NorthCoast Asset Management LLC	High 27%	1,209	4,412	$1M
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Wealthcare Capital Management LLC	High 23%	1,312	5,638	$660K
Provenance Wealth advisors	High 18%	547	3,085	$960K
The Partners Wealth Management	Low 7%	430	5,925	$180K
IPI Wealth Management, Inc.	Very Low 3%	435	13,138	$190K
The Fiduciary Alliance	High 27%	2,388	8,744	$270K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
Facet	High 17%	2,228	13,331	$450K
Advance Capital Management Inc	High 21%	1,531	7,287	$670K
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
VestGen Advisors, LLC	Low 6%	1,313	22,790	$290K
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Ally invest Advisors	Very Low 0%	62	83,199	$21K
Gradient Investments, LLC	Low 6%	1,701	26,560	$310K

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