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

Multi-team firms active in Montana 99 firms

Very Low 0%-0%

Low 0%-4%

Typical 4%-11%

High 11%-24%

Very High 24%-39%

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

Median: 8%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Typical 4%	76	1,981	$310K
XYPN Invest	Very High 25%	156	621	$1M
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
Core Planning	High 14%	122	867	$610K
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
Frost Investment Services	High 18%	535	3,019	$710K
Insigneo Advisory Services, LLC	High 12%	402	3,415	$670K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
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
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
IAMS Wealth Management, LLC	Low 3%	55	1,612	$240K
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
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Global View Capital Management LLC	Low 3%	128	3,786	$200K
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Interactive Financial Advisors	Low 2%	32	1,307	$180K
UMB Financial Services, Inc.	Low 0%	—	2,110	$2.4K
On Investment Management CO	Typical 9%	794	9,317	$320K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
Lifeworks Advisors, LLC	Very High 25%	435	1,772	$510K
Avantax Planning Partners, Inc.	High 16%	1,216	7,515	$690K
Wedbush Securities Inc.	Very High 27%	2,636	9,927	$540K
Diversify Advisory Services, LLC	High 15%	802	5,200	$840K
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
Balefire, LLC	High 13%	235	1,757	$600K
Chicago Partners Investment Group LLC	Very High 64%	1,749	2,741	$2.6M
Aprio Wealth Management, LLC	Very High 45%	710	1,592	$2.4M
Tucker Asset Management LLC	Low 1%	43	2,943	$180K
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
BFC PLANNING, Inc.	Typical 5%	574	11,327	$330K
Concorde Asset Management, LLC	Low 1%	38	3,689	$160K
Composition Wealth, LLC	High 11%	406	3,760	$2.3M
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
A.G.P. / Alliance Global Partners	Typical 6%	427	6,635	$320K
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
Inspire Advisors, LLC	Typical 9%	320	3,523	$370K
Thurston Springer Advisors	Very High 39%	2,205	5,600	$360K
Sowell Management	Typical 6%	400	6,280	$680K
Apollon Wealth Management, LLC	Very High 32%	2,697	8,310	$1.3M
AlphaStar Capital Management	Typical 5%	415	8,466	$260K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Dakota Wealth, LLC	Very High 35%	1,287	3,728	$1.8M
Sequent Planning, LLC	Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Typical 5%	309	6,350	$290K
OneAscent Financial Services LLC	High 16%	804	5,128	$590K
SteelPeak Wealth, LLC	Very High 38%	858	2,278	$1.6M
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
GRADIENT Wealth Management	Typical 4%	160	4,546	$130K
Dynamic	Very High 33%	1,813	5,509	$960K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Moors & Cabot, Inc	Very High 38%	1,889	4,921	$640K
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
Summit Financial, LLC	High 15%	2,417	15,660	$1.3M
Legacy Wealth Management, LLC	Typical 4%	134	3,269	$190K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
TCI Wealth Advisors, Inc.	Very High 40%	1,290	3,189	$1.6M
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
Merit Financial Advisors	High 22%	4,344	20,040	$900K
Sunbelt Securities, Inc.	High 13%	689	5,261	$370K
Gibbs Wealth Management, LLC	Low 3%	140	5,356	$200K
Corecap Advisors	Typical 10%	936	9,671	$410K
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
Golden State Wealth Management, LLC	Very High 40%	1,655	4,119	$520K
IFG Advisory, LLC	Very High 39%	3,556	9,038	$510K
The AmeriFlex Group	High 14%	2,229	15,724	$550K
Continuum Advisory, LLC	Very High 27%	902	3,344	$540K
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
American Independent Securities Group, LLC	Typical 10%	437	4,339	$220K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	Very High 24%	4,004	16,436	$220K
PFG Advisors	Typical 10%	735	7,527	$420K
Kestra Private Wealth Services, LLC	Very High 27%	5,300	19,977	$650K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
ASSET ALLOCATION STRATEGIES, llc	Typical 4%	155	4,363	$160K
Mariner Advisor Network	High 14%	2,202	16,100	$580K
The Wealth Consulting Group	Very High 33%	4,214	12,646	$470K
Verus Capital Partners, LLC	Typical 8%	426	5,086	$410K
Geneos Wealth Management, Inc.	Low 3%	618	21,267	$420K
Thrivent Advisor Network, LLC	Typical 10%	1,481	14,611	$460K
Cornerstone Wealth Management, LLC	Very High 28%	3,511	12,454	$390K
United Capital Financial Advisors	Typical 8%	1,937	24,837	$830K
Compound Planning, Inc.	Typical 5%	612	11,480	$260K
HBW Advisory Services LLC	Low 1%	81	13,779	$120K
Davidson Investment Advisors, Inc.	Very High 24%	966	4,091	$880K
Missionsquare Retirement	Low 1%	390	40,526	$140K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
EFS Advisors	Low 0%	—	21,660	$110K
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K

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