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

Multi-team firms active in Nevada 148 firms

Very Low 0%-1%

Low 1%-9%

Typical 9%-15%

High 15%-26%

Very High 26%-57%

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

Median: 11%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Dunham	High 15%	1,954	12,774	$400K
EFS Advisors	Very Low 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
Advisors Capital Management, LLC	High 16%	2,863	17,842	$640K
Missionsquare Retirement	Low 1%	390	40,526	$140K
Trajan Wealth, L.L.C.	Typical 10%	1,035	10,633	$240K
HBW Advisory Services LLC	Low 1%	81	13,779	$120K
IPI Wealth Management, Inc.	Low 3%	435	13,138	$190K
The Partners Wealth Management	Low 7%	430	5,925	$180K
Provenance Wealth advisors	High 18%	547	3,085	$960K
IHT Wealth Management LLC	Very High 28%	6,952	25,096	$280K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
OneSeven	Typical 12%	1,908	15,787	$460K
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
Coppell Advisory Solutions LLC	Low 2%	153	8,848	$120K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
NWF Advisory Services Inc	Low 3%	303	11,433	$560K
Csenge Advisory Group, LLC	Typical 12%	831	7,147	$430K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
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	Very High 30%	3,272	11,019	$460K
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Associated Investment Services, Inc.	High 15%	577	3,841	$300K
American Independent Securities Group, LLC	Typical 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Integrated Advisors Network LLC	Typical 9%	652	7,363	$740K
Golden State Wealth Management, LLC	Very High 40%	1,655	4,119	$520K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
Stephens	High 15%	3,088	21,168	$670K
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	Low 3%	140	5,356	$200K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
TCI Wealth Advisors, Inc.	Very High 40%	1,290	3,189	$1.6M
Stratos Wealth Advisors LLC	Very High 28%	1,355	4,928	$1.1M
Stifel Independent Advisors, LLC	Very High 27%	2,124	7,762	$620K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Coastal Bridge Advisors	Very High 31%	579	1,846	$2.4M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
SEIA	Very High 52%	4,920	9,520	$2.3M
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
RedHawk Wealth Advisors, Inc.	Low 4%	112	3,118	$440K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Dynamic	Very High 33%	1,813	5,509	$960K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
SteelPeak Wealth, LLC	Very High 38%	858	2,278	$1.6M
Soltis Investment Advisors, LLC	Very High 63%	3,207	5,113	$1.3M
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Sequent Planning, LLC	Low 1%	45	6,015	$98K
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Cary Street Partners	Very High 33%	2,175	6,641	$1.3M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Parallel Advisors, LLC	High 24%	1,013	4,169	$2.2M
Perigon Wealth Management, LLC	Very High 30%	1,653	5,421	$1.7M
Cooper McManus	High 16%	546	3,379	$790K
Destination Wealth Management	Very High 59%	1,335	2,272	$2.1M
Brookwood Investment Group	Low 6%	210	3,500	$360K
Advisor Share Wealth Management, LLC	Low 2%	42	2,216	$120K
Forum Financial Management, LP	Very High 31%	1,719	5,622	$1.3M
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
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	Very High 29%	637	2,165	$340K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	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
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
Tucker Asset Management LLC	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.	High 18%	262	1,445	$340K
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Freestone Capital Management, LLC	Very High 46%	1,337	2,906	$3.9M
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Exodus Wealth, LLC	Low 3%	57	2,219	$210K
Wedbush Securities Inc.	Very High 27%	2,636	9,927	$540K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
On Investment Management CO	Typical 9%	794	9,317	$320K
Belpointe Asset Management LLC	High 18%	1,321	7,321	$710K
Financial Gravity Family Office Services, LLC	Typical 9%	149	1,716	$340K
Financial & Tax Architects, LLC	Typical 10%	149	1,565	$240K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Fourstar Wealth Advisors, LLC	High 16%	287	1,753	$780K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Interactive Financial Advisors	Low 2%	32	1,307	$180K
Mariner Independent	Very High 37%	1,575	4,261	$1.7M
Empirical Wealth management	Very High 77%	1,839	2,394	$3.4M
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Global View Capital Management LLC	Low 3%	128	3,786	$200K
JMG Financial Group LTD	Very High 79%	1,403	1,776	$4.2M
Transce3nd LLC	Typical 13%	201	1,581	$260K
Portfolio Medics, LLC	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
Coldstream Wealth Management	Very High 57%	2,393	4,199	$2.9M
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
KCD Financial, Inc.	Low 2%	22	1,257	$160K
BakerAvenue	Very High 70%	716	1,019	$4.7M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
The Oak Ridge Financial Services Group, Inc	High 16%	158	994	$660K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
Beacon Global Advisor Network, LLC	Typical 13%	185	1,388	$540K
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
Hilltop Securities inc.	High 18%	599	3,335	$680K
Simon Quick Advisors, LLC	Very High 67%	666	994	$7.7M
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Certuity, LLC	Very High 89%	413	464	$5.2M
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Realta Investment Advisors, Inc	Very High 31%	378	1,213	$310K
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Infinity Financial Services Advisory	Low 5%	30	642	$260K
Frost Investment Services	High 18%	535	3,019	$710K
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
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
MWA Financial Services Inc.	Low 4%	76	1,981	$310K
RBC Securities, Inc.	Very High 26%	337	1,292	$920K

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