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%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Gradient Investments, LLC	Low 6%	1,701	26,560	$310K
Ally invest Advisors	Very Low 0%	62	83,199	$21K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Marshfield Associates	High 22%	857	3,946	$1.2M
EFS Advisors	Very Low 0%	—	21,660	$110K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Riverbridge	Very High 100%	3,482	3,482	$930K
Accredited Investors Wealth Management	Very High 75%	709	942	$4.7M
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
The Fiduciary Alliance	High 27%	2,388	8,744	$270K
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Retirement Planners of America	High 20%	1,116	5,625	$630K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Advisor Resource Council	High 18%	2,134	11,699	$290K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
Orgel Wealth Management, LLC	Very High 39%	1,493	3,786	$1.9M
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
Thrivent Advisor Network, LLC	Typical 10%	1,481	14,611	$460K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Focus Financial	Typical 13%	1,697	13,560	$490K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
AdvisorNet Wealth Partners	High 26%	923	3,499	$900K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Kingsview Wealth Management, LLC	High 18%	2,209	12,143	$700K
Principal Advised Services	Very Low 0%	64	23,164	$61K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
Level Four Advisory Services	High 34%	5,075	14,964	$320K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Elevation Point Wealth Partners, LLC	High 33%	1,599	4,879	$1.7M
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
CS Planning Corp	Typical 13%	541	4,190	$470K
Strategic Financial Concepts, llc	Low 5%	190	3,698	$200K
Fiduciary Counselling Inc	Very High 39%	643	1,645	$5.4M
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
PFG Advisors	Typical 10%	735	7,527	$420K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
intrua Financial	Typical 12%	410	3,347	$510K
Continuum Advisory, LLC	High 27%	902	3,344	$540K
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Stephens	Typical 15%	3,088	21,168	$670K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Corecap Advisors	Typical 10%	936	9,671	$410K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
Berger Financial Group	High 22%	813	3,755	$780K
Gateway Wealth Partners, LLC	High 22%	1,605	7,312	$300K
Nicolet Wealth Management	High 16%	612	3,791	$740K
Garden State Investment Advisory Services, LLC	Low 6%	151	2,492	$260K
OnePoint BFG Wealth Partners	Very High 35%	2,934	8,458	$1.7M
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
Strategic blueprint, LLC	High 27%	906	3,338	$750K
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
CG Advisory Services	Typical 14%	680	4,898	$580K
Ascentis Independent Advisors, LLC	High 23%	610	2,690	$740K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Moors & Cabot, Inc	Very High 38%	1,889	4,921	$640K
RedHawk Wealth Advisors, Inc.	Low 4%	112	3,118	$440K
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
Guardian Wealth Advisors, LLC	High 22%	474	2,123	$930K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
OneAscent Financial Services LLC	High 16%	804	5,128	$590K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Dakota Wealth, LLC	Very High 35%	1,287	3,728	$1.8M
Perennial Financial Services	High 30%	913	3,069	$760K
Avior Wealth Management, LLC	Very 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
CX Institutional, LLC	High 34%	1,556	4,553	$940K
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Brookwood Investment Group	Low 6%	210	3,500	$360K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Farther	High 24%	3,463	14,593	$970K
Northrock Partners, LLC	Very High 47%	2,255	4,778	$2.5M
CL Wealth Management LLC	High 29%	637	2,165	$340K
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
Composition Wealth, LLC	Typical 11%	406	3,760	$2.3M
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
BFC PLANNING, Inc.	Low 5%	574	11,327	$330K
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
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Aprio Wealth Management, LLC	Very High 45%	710	1,592	$2.4M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
Northwest Asset Management	High 30%	832	2,758	$1.5M
Balefire, LLC	Typical 13%	235	1,757	$600K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Simplicity wealth	Low 8%	645	8,456	$200K
SB Advisory, LLC	Low 5%	80	1,574	$260K
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
Avantax Planning Partners, Inc.	High 16%	1,216	7,515	$690K
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
On Investment Management CO	Low 9%	794	9,317	$320K
Belpointe Asset Management LLC	High 18%	1,321	7,321	$710K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Fiduciary Financial Advisors	High 26%	555	2,164	$610K
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
Financial & Tax Architects, LLC	Typical 10%	149	1,565	$240K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Interactive Financial Advisors	Very Low 2%	32	1,307	$180K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
JMG Financial Group LTD	Very High 79%	1,403	1,776	$4.2M
Boulay Wealth	Very High 48%	534	1,106	$2.1M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Aspiriant, LLc	Very High 73%	1,683	2,310	$7.3M
CGN Advisors, LLC	Very High 38%	493	1,281	$1.2M
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
49 Financial	Low 6%	218	3,771	$340K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
The Oak Ridge Financial Services Group, Inc	High 16%	158	994	$660K
Prosperity - An EisnerAmper Company	Very High 41%	762	1,850	$1.7M
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Valeo Financial Advisors, LLC	Very High 75%	2,257	3,021	$4.2M
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
The Strategic Financial Alliance, Inc.	Low 9%	127	1,457	$260K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Hilltop Securities inc.	High 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
Bailard, Inc.	Very High 76%	761	1,008	$4.6M
Fifth Third Wealth Advisors LLC	Very High 40%	566	1,426	$2.3M
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
Northland Asset Management	Very High 55%	484	875	$460K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Maxim Financial Advisors LLC	Low 6%	48	758	$540K
Van Clemens Wealth Management, LLC	High 32%	192	599	$770K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
Root Financial Partners	Very High 75%	643	852	$2.5M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Core Planning	Typical 14%	122	867	$610K
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
XYPN Invest	High 25%	156	621	$1M
Oxford Financial Group, LTD	Very High 94%	551	589	$24M
MWA Financial Services Inc.	Low 4%	76	1,981	$310K

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