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%

Find your advisor

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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support