HNW client percentage for Multi-team firms serving clients in New Hampshire

Multi-team firms active in New Hampshire 129 firms

Very Low 0%-1%

Low 1%-8%

Typical 8%-16%

High 16%-43%

Very High 43%-60%

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

Median: 11%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Low 4%	76	1,981	$310K
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Northeast Planning Associates, Inc.	Typical 8%	73	959	$430K
BMO Family Office, LLC	Very High 100%	70	70	$140M
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Core Planning	Typical 14%	122	867	$610K
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Latitude Advisors, LLC	Typical 8%	115	1,525	$320K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Bailard, Inc.	Very High 76%	761	1,008	$4.6M
Hilltop Securities inc.	High 18%	599	3,335	$680K
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
IAMS Wealth Management, LLC	Low 3%	55	1,612	$240K
Prosperity - An EisnerAmper Company	High 41%	762	1,850	$1.7M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
New Edge Wealth	Very High 43%	1,557	3,621	$5.2M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
CGN Advisors, LLC	High 38%	493	1,281	$1.2M
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
Capitol Securities Management, Inc.	High 41%	1,287	3,177	$440K
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
Portfolio Medics, LLC	Low 1%	39	2,929	$270K
SAX Wealth Advisors, LLC	Very High 45%	715	1,596	$2.1M
New England Private Wealth Advisors, LLC	Very High 90%	338	376	$8.2M
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Fortis Capital Advisors, LLC	High 17%	363	2,127	$710K
Fourstar Wealth Advisors, LLC	High 16%	287	1,753	$780K
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
F L Putnam Investment Management Co.	Very High 53%	1,488	2,823	$2.7M
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Belpointe Asset Management LLC	High 18%	1,321	7,321	$710K
On Investment Management CO	Typical 9%	794	9,317	$320K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
Simplicity wealth	Typical 8%	645	8,456	$200K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Exodus Wealth, LLC	Low 3%	57	2,219	$210K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Northwest Asset Management	High 30%	832	2,758	$1.5M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
U.S. Capital Wealth Advisors, LLC	Very High 43%	1,875	4,395	$1.9M
Alden investment Group	Low 7%	107	1,457	$240K
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
BFC PLANNING, Inc.	Low 5%	574	11,327	$330K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
Advisory Services Network	Typical 9%	1,121	12,426	$830K
CL Wealth Management LLC	High 29%	637	2,165	$340K
Northrock Partners, LLC	Very High 47%	2,255	4,778	$2.5M
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Krilogy	High 37%	1,121	3,061	$1.4M
Brookwood Investment Group	Low 6%	210	3,500	$360K
Rehmann Wealth	Very High 51%	1,123	2,186	$1.6M
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
B. Riley Wealth Advisors, Inc.	Typical 8%	801	10,096	$400K
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
Compass Financial Management LLC	Typical 9%	197	2,152	$390K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Dakota Wealth, LLC	High 35%	1,287	3,728	$1.8M
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Santander Securities	Very Low 0%	—	10,832	$260K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Moors & Cabot, Inc	High 38%	1,889	4,921	$640K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Everett Harris & Co	Very Low 0%	—	718	$16M
SEIA	Very High 52%	4,920	9,520	$2.3M
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
Coastal Bridge Advisors	High 31%	579	1,846	$2.4M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Gateway Wealth Partners, LLC	High 22%	1,605	7,312	$300K
Corecap Advisors	Typical 10%	936	9,671	$410K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Winthrop Wealth	High 31%	743	2,405	$1.2M
Continuum Advisory, LLC	High 27%	902	3,344	$540K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Grimes & Company	Very High 49%	1,783	3,660	$1.6M
HBKS Wealth Advisors	High 22%	1,597	7,344	$940K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
R M Davis Inc	Very High 56%	1,300	2,342	$3.3M
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Verity Asset Management	Low 3%	201	5,803	$150K
Novem Group	Low 7%	260	3,513	$390K
Portside Wealth Group, LLC	High 33%	2,086	6,257	$200K
Coppell Advisory Solutions LLC	Low 2%	153	8,848	$120K
Flagship Harbor Advisors, LLC	High 35%	2,556	7,280	$460K
OneSeven	Typical 12%	1,908	15,787	$460K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
Wealthcare Capital Management LLC	High 23%	1,312	5,638	$660K
Sound Income Strategies, LLC	Low 2%	473	24,734	$170K
HBW Advisory Services LLC	Low 1%	81	13,779	$120K
Facet	High 17%	2,228	13,331	$450K
St. Germain Investment Management	High 30%	1,909	6,461	$550K
Missionsquare Retirement	Low 1%	390	40,526	$140K
Advisors Capital Management, LLC	High 16%	2,863	17,842	$640K
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	Very High 100%	3,214	3,214	$3.8M
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
Marshfield Associates	High 22%	857	3,946	$1.2M
VestGen Advisors, LLC	Low 6%	1,313	22,790	$290K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Signature Investment Advisors, LLC	High 23%	1,747	7,454	$890K

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