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

Multi-team firms active in Missouri 186 firms

Very Low 0%-3%

Low 3%-9%

Typical 9%-21%

High 21%-33%

Very High 33%-61%

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

Median: 14%

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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
ACR Alpine Capital Research, LLC	Typical 14%	958	6,960	$690K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
VestGen Advisors, LLC	Low 6%	1,313	22,790	$290K
EFS Advisors	Very Low 0%	—	21,660	$110K
Advisors Capital Management, LLC	Typical 16%	2,863	17,842	$640K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Argent Capital Management LLC	Typical 18%	194	1,071	$3.2M
Good Life Advisors, LLC	Low 4%	789	22,240	$190K
Midwestern Securities Trading Company, LLC	Very Low 2%	243	11,709	$160K
Facet	Typical 17%	2,228	13,331	$450K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
IPI Wealth Management, Inc.	Low 3%	435	13,138	$190K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
United Advisor Group	High 22%	1,382	6,395	$210K
Strategic Wealth Investment Group, LLC	Low 7%	286	3,900	$350K
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Octavia Wealth Advisors LLC	Typical 13%	460	3,672	$490K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Geneos Wealth Management, Inc.	Low 3%	618	21,267	$420K
Copper Financial	Very Low 1%	30	4,165	$99K
MCF Advisors, LLC	Typical 19%	648	3,440	$750K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Wealth Management	High 22%	1,021	4,731	$360K
NWF Advisory Services Inc	Low 3%	303	11,433	$560K
Level Four Advisory Services	Very High 34%	5,075	14,964	$320K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
The Wealth Consulting Group	Very High 33%	4,214	12,646	$470K
Western Wealth Management LLC	High 30%	3,272	11,019	$460K
CreativeOne Securities, LLC	Low 3%	310	12,362	$180K
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
The Retirement Planning Group, LLC	High 31%	1,488	4,748	$850K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
Smith Moore & Co.	High 31%	1,254	4,095	$530K
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	Typical 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
Visionary Wealth Advisors, LLC	High 21%	898	4,186	$820K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Integrated Advisors Network LLC	Typical 9%	652	7,363	$740K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
IFG Advisory, LLC	Very High 39%	3,556	9,038	$510K
Ingalls & Snyder, LLC	High 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
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
RFG Advisory, LLC	Typical 10%	1,506	14,368	$320K
Corecap Advisors	Typical 10%	936	9,671	$410K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Vicus Capital, Inc.	Very High 36%	2,218	6,170	$470K
Merit Financial Advisors	High 22%	4,344	20,040	$900K
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
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
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
Arax Advisory Partners	High 26%	1,840	6,949	$1.4M
FAS Wealth Partners, Inc.	Very High 40%	607	1,524	$2.4M
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
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.	Typical 16%	1,938	11,964	$640K
LexAurum Advisors	Typical 15%	331	2,189	$570K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
American Century Investments Private Client Group, Inc.	Very Low 0%	—	4,098	$570K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Victory Financial	Typical 12%	360	2,937	$450K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Sowell Management	Low 6%	400	6,280	$680K
Thurston Springer Advisors	Very High 39%	2,205	5,600	$360K
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Archer Investment Corporation	Low 4%	173	4,290	$180K
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	Typical 9%	320	3,523	$370K
TFO Wealth Partners	Very High 51%	920	1,815	$2.7M
Forum Financial Management, LP	High 31%	1,719	5,622	$1.3M
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
Krilogy	Very High 37%	1,121	3,061	$1.4M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
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	High 24%	3,463	14,593	$970K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
CL Wealth Management LLC	High 29%	637	2,165	$340K
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
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
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
One Capital Management, LLC	Very High 34%	1,168	3,468	$1.5M
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
RubinBrown Advisors LLC	Very High 66%	728	1,101	$3M
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Exodus Wealth, LLC	Low 3%	57	2,219	$210K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Cantor Fitzgerald Investment Advisors	Very High 51%	625	1,217	$1.1M
Plancorp, LLC	Very High 55%	1,237	2,245	$3.9M
Simplicity wealth	Low 8%	645	8,456	$200K
SB Advisory, LLC	Low 5%	80	1,574	$260K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Wedmont Private Capital	Very High 99%	491	496	$6.9M
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
On Investment Management CO	Typical 9%	794	9,317	$320K
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Financial Gravity Family Office Services, LLC	Typical 9%	149	1,716	$340K
Financial & Tax Architects, LLC	Typical 10%	149	1,565	$240K
Seacrest Wealth Management, LLC	High 25%	373	1,475	$1M
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Fortis Capital Advisors, LLC	Typical 17%	363	2,127	$710K
Mariner Independent	Very High 37%	1,575	4,261	$1.7M
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
Transce3nd LLC	Typical 13%	201	1,581	$260K
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Cape Investment Advisory, Inc.	Typical 11%	107	1,002	$460K
Arvest Wealth management	Typical 9%	589	6,689	$440K
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
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Lombard Advisers Incorporated	Low 8%	74	941	$540K
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Acropolis Investment Management	Very High 61%	636	1,037	$2.4M
IAMS Wealth Management, LLC	Low 3%	55	1,612	$240K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
BOK Financial Advisors	Typical 11%	349	3,263	$310K
Prevail Innovative Wealth Advisors, LLC	High 21%	162	788	$840K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
Fifth Third Wealth Advisors LLC	Very High 40%	566	1,426	$2.3M
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
Van Clemens Wealth Management, LLC	High 32%	192	599	$770K
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
Prairie Capital Management Group, LLC	Very High 100%	431	431	$6.8M
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Infinity Financial Services Advisory	Low 5%	30	642	$260K
Frost Investment Services	Typical 18%	535	3,019	$710K
Alexander Capital Wealth Management LLC	Typical 12%	72	614	$390K
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
MWA Financial Services Inc.	Low 4%	76	1,981	$310K

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