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

Multi-team firms active in Minnesota 175 firms

Very Low 0%-4%

Low 4%-10%

Typical 10%-16%

High 16%-35%

Very High 35%-55%

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

Median: 13%

Find your advisor

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
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
Root Financial Partners	Very High 75%	643	852	$2.5M
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Van Clemens Wealth Management, LLC	High 32%	192	599	$770K
Maxim Financial Advisors LLC	Low 6%	48	758	$540K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Northland Asset Management	Very High 55%	484	875	$460K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
Fifth Third Wealth Advisors LLC	Very High 40%	566	1,426	$2.3M
Bailard, Inc.	Very High 76%	761	1,008	$4.6M
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.	Low 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.	Low 9%	161	1,795	$420K
Prosperity - An EisnerAmper Company	Very High 41%	762	1,850	$1.7M
The Oak Ridge Financial Services Group, Inc	High 16%	158	994	$660K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
49 Financial	Low 6%	218	3,771	$340K
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
CGN Advisors, LLC	Very High 38%	493	1,281	$1.2M
Aspiriant, LLc	Very High 73%	1,683	2,310	$7.3M
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Boulay Wealth	Very High 48%	534	1,106	$2.1M
JMG Financial Group LTD	Very High 79%	1,403	1,776	$4.2M
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
Interactive Financial Advisors	Very Low 2%	32	1,307	$180K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Financial & Tax Architects, LLC	Typical 10%	149	1,565	$240K
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
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	Low 9%	794	9,317	$320K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
Avantax Planning Partners, Inc.	High 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
Simplicity wealth	Low 8%	645	8,456	$200K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Balefire, LLC	Typical 13%	235	1,757	$600K
Northwest Asset Management	High 30%	832	2,758	$1.5M
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Aprio Wealth Management, LLC	Very High 45%	710	1,592	$2.4M
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
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Composition Wealth, LLC	Typical 11%	406	3,760	$2.3M
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
CL Wealth Management LLC	High 29%	637	2,165	$340K
Northrock Partners, LLC	Very High 47%	2,255	4,778	$2.5M
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
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Brookwood Investment Group	Low 6%	210	3,500	$360K
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
CX Institutional, LLC	High 34%	1,556	4,553	$940K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Perennial Financial Services	High 30%	913	3,069	$760K
Dakota Wealth, LLC	Very High 35%	1,287	3,728	$1.8M
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
OneAscent Financial Services LLC	High 16%	804	5,128	$590K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
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
Guardian Wealth Advisors, LLC	High 22%	474	2,123	$930K
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
RedHawk Wealth Advisors, Inc.	Low 4%	112	3,118	$440K
Moors & Cabot, Inc	Very High 38%	1,889	4,921	$640K
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
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
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
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
OnePoint BFG Wealth Partners	Very High 35%	2,934	8,458	$1.7M
Garden State Investment Advisory Services, LLC	Low 6%	151	2,492	$260K
Nicolet Wealth Management	High 16%	612	3,791	$740K
Gateway Wealth Partners, LLC	High 22%	1,605	7,312	$300K
Berger Financial Group	High 22%	813	3,755	$780K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
Corecap Advisors	Typical 10%	936	9,671	$410K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Stephens	Typical 15%	3,088	21,168	$670K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
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
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
PFG Advisors	Typical 10%	735	7,527	$420K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Fiduciary Counselling Inc	Very High 39%	643	1,645	$5.4M
Strategic Financial Concepts, llc	Low 5%	190	3,698	$200K
CS Planning Corp	Typical 13%	541	4,190	$470K
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
Level Four Advisory Services	High 34%	5,075	14,964	$320K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Kingsview Wealth Management, LLC	High 18%	2,209	12,143	$700K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
AdvisorNet Wealth Partners	High 26%	923	3,499	$900K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Focus Financial	Typical 13%	1,697	13,560	$490K
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
Orgel Wealth Management, LLC	Very High 39%	1,493	3,786	$1.9M
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
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
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
The Fiduciary Alliance	High 27%	2,388	8,744	$270K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
Accredited Investors Wealth Management	Very High 75%	709	942	$4.7M
Riverbridge	Very High 100%	3,482	3,482	$930K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
EFS Advisors	Very Low 0%	—	21,660	$110K
Marshfield Associates	High 22%	857	3,946	$1.2M
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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support