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

Multi-team firms active in Mississippi 88 firms

Very Low 0%-0%

Low 0%-8%

Typical 8%-13%

High 13%-18%

Very High 18%-39%

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

Median: 10%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K
EFS Advisors	Low 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
Missionsquare Retirement	Low 1%	390	40,526	$140K
St. Germain Investment Management	Very High 30%	1,909	6,461	$550K
Sound Income Strategies, LLC	Low 2%	473	24,734	$170K
Advisor Resource Council	Very High 18%	2,134	11,699	$290K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Signal Advisors Wealth, LLC	Typical 10%	473	4,816	$350K
Verus Capital Partners, LLC	Typical 8%	426	5,086	$410K
PKS Advisory Services, LLC	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	Typical 8%	1,738	22,064	$260K
CreativeOne Securities, LLC	Low 3%	310	12,362	$180K
Mariner Advisor Network	High 14%	2,202	16,100	$580K
Kingswood Wealth Advisors, LLC	Very High 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	Very High 27%	5,300	19,977	$650K
Smith Moore & Co.	Very High 31%	1,254	4,095	$530K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Summit Wealth Group	Very High 19%	584	3,117	$740K
Meridian Wealth Management, LLC	Very 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
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
IFG Advisory, LLC	Very High 39%	3,556	9,038	$510K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
Stephens	High 15%	3,088	21,168	$670K
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Spire Wealth Management, LLC	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
HighPoint Planning Partners	Very High 36%	3,304	9,160	$510K
Gibbs Wealth Management, LLC	Low 3%	140	5,356	$200K
Sunbelt Securities, Inc.	High 13%	689	5,261	$370K
Gateway Wealth Partners, LLC	Very High 22%	1,605	7,312	$300K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Prosperity Capital Advisors	High 13%	990	7,469	$510K
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Sequent Planning, LLC	Low 1%	45	6,015	$98K
Waverly Advisors, LLC	Very High 33%	4,302	12,923	$1.6M
Virtue Capital Management, LLC	Low 1%	83	5,740	$230K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Accurate Wealth Management, LLC	High 15%	393	2,612	$650K
Advocacy Wealth Management, LLC	Very High 39%	649	1,658	$1.7M
B. Riley Wealth Advisors, Inc.	Typical 8%	801	10,096	$400K
Cary Street Partners	Very High 33%	2,175	6,641	$1.3M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Concurrent Investment Advisors, LLC	Very High 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
HUB Investment Partners, LLC	Very High 18%	1,002	5,446	$1.3M
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
Alden investment Group	Low 7%	107	1,457	$240K
Independent Wealth Network, Inc.	Very High 18%	262	1,445	$340K
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
Balefire, LLC	High 13%	235	1,757	$600K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Simplicity wealth	Typical 8%	645	8,456	$200K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
On Investment Management CO	Typical 9%	794	9,317	$320K
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
Nfsg Corporation	Very High 25%	765	3,036	$340K
Fortis Capital Advisors, LLC	High 17%	363	2,127	$710K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Cape Investment Advisory, Inc.	Typical 11%	107	1,002	$460K
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
Hilltop Securities inc.	Very High 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	Very High 23%	1,595	6,880	$4.7K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
MWA Financial Services Inc.	Low 4%	76	1,981	$310K

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