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

Multi-team firms active in New Jersey 238 firms

Very Low 0%-6%

Low 6%-14%

Typical 14%-24%

High 24%-37%

Very High 37%-67%

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

Median: 16%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
RBC Securities, Inc.	High 26%	337	1,292	$920K
MWA Financial Services Inc.	Very Low 4%	76	1,981	$310K
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
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
Hennion & Walsh Asset Management, Inc.	Typical 14%	147	1,087	$670K
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Accelerate Retirement	Low 10%	48	482	$540K
Alexander Capital Wealth Management LLC	Low 12%	72	614	$390K
Legacy Advisors, LLC	Very High 92%	282	306	$16M
Infinity Financial Services Advisory	Very Low 5%	30	642	$260K
Insigneo Advisory Services, LLC	Low 12%	402	3,415	$670K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Saxony Capital Management, LLC	Low 13%	97	756	$480K
BC Advisors, LLC	Very High 100%	100	100	$46M
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
Valley Wealth Managers, Inc.	Very High 52%	441	854	$2.4M
Maxim Financial Advisors LLC	Low 6%	48	758	$540K
Bryn Mawr Trust Advisors, LLC	Very High 45%	599	1,335	$2.5M
Latitude Advisors, LLC	Low 8%	115	1,525	$320K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Franklin Street Advisors INC.	Very High 84%	317	379	$9.6M
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
Mutual of Omaha Investor Services, Inc.	Typical 23%	1,595	6,880	$4.7K
Simon Quick Advisors, LLC	Very High 67%	666	994	$7.7M
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Beacon Global Advisor Network, LLC	Low 13%	185	1,388	$540K
United Brokerage Services inc	Very Low 4%	49	1,368	$250K
Packerland Brokerage Services, Inc.	Typical 23%	1,120	4,845	$280K
IAMS Wealth Management, LLC	Very Low 3%	55	1,612	$240K
Range Advisory, LLC	Very High 56%	535	950	$690K
Prosperity - An EisnerAmper Company	Very High 41%	762	1,850	$1.7M
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Lombard Advisers Incorporated	Low 8%	74	941	$540K
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.	Very High 37%	1,116	3,030	$510K
BakerAvenue	Very High 70%	716	1,019	$4.7M
CGN Advisors, LLC	Very High 38%	493	1,281	$1.2M
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
OpenArc Corporate Advisory, LLC	Very High 61%	2,356	3,841	$2.6M
Cape Investment Advisory, Inc.	Low 11%	107	1,002	$460K
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Colter Lewis Investment Partners, LLC	Very High 100%	130	130	$26M
Capitol Securities Management, Inc.	Very High 41%	1,287	3,177	$440K
Wescott Financial Advisory Group LLC	Very High 76%	581	769	$3.9M
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
Circle Wealth Management, LLC	Very High 100%	349	349	$37M
Robertson Stephens	Very High 56%	1,256	2,236	$3.2M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
RMR Wealth Builders, Inc.	High 24%	464	1,907	$940K
Silvercrest Asset Management Group LLC	Very High 100%	1,081	1,081	$18M
SAX Wealth Advisors, LLC	Very High 45%	715	1,596	$2.1M
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Mariner Independent	Very High 37%	1,575	4,261	$1.7M
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Fortis Capital Advisors, LLC	Typical 17%	363	2,127	$710K
Calydon Capital, LLC	Very High 100%	282	282	$8.5M
McAdam LLC	Low 11%	584	5,538	$480K
Fourstar Wealth Advisors, LLC	Typical 16%	287	1,753	$780K
Greenspring Advisors, LLC	Very High 66%	1,118	1,697	$2.6M
Nfsg Corporation	High 25%	765	3,036	$340K
Hoxton Wealth	High 31%	429	1,378	$580K
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Seacrest Wealth Management, LLC	High 25%	373	1,475	$1M
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
Earned Wealth Advisors, LLC	Very High 40%	584	1,461	$1.6M
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
On Investment Management CO	Low 9%	794	9,317	$320K
NPA Asset Management, LLC	Very High 38%	877	2,293	$360K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
SB Advisory, LLC	Very Low 5%	80	1,574	$260K
Simplicity wealth	Low 8%	645	8,456	$200K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Independent Wealth Network, Inc.	Typical 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
Pallas Capital Advisors, LLC	Very High 39%	474	1,221	$3.5M
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Kovack Advisors, inc.	Low 12%	1,590	12,906	$430K
BFC PLANNING, Inc.	Very Low 5%	574	11,327	$330K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Advisory Services Network	Low 9%	1,121	12,426	$830K
Main Street Financial Solutions, LLC	High 36%	706	1,981	$1.2M
Composition Wealth, LLC	Low 11%	406	3,760	$2.3M
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
CL Wealth Management LLC	High 29%	637	2,165	$340K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
Farther	High 24%	3,463	14,593	$970K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
ValMark Advisers, Inc.	Low 11%	1,629	14,624	$550K
Concurrent Investment Advisors, LLC	Typical 23%	3,009	13,268	$1.2M
Forum Financial Management, LP	High 31%	1,719	5,622	$1.3M
TFO Wealth Partners	Very High 51%	920	1,815	$2.7M
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Brookwood Investment Group	Low 6%	210	3,500	$360K
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
WORLD EQUITY GROUP, Inc.	Very Low 4%	122	3,151	$300K
Archer Investment Corporation	Very Low 4%	173	4,290	$180K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
B. Riley Wealth Advisors, Inc.	Low 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
Sowell Management	Low 6%	400	6,280	$680K
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Leo Wealth, LLC	High 26%	453	1,714	$1.9M
Madison Partners	Typical 18%	367	2,042	$620K
Nations Financial Group, Inc.	High 29%	1,625	5,525	$830K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
American Century Investments Private Client Group, Inc.	Very Low 0%	—	4,098	$570K
MONECO Advisors	High 27%	762	2,781	$800K
Pine Valley Investments	High 29%	606	2,070	$1.1M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
Creative Financial Designs, Inc.	Very Low 4%	462	10,477	$280K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Very Low 5%	309	6,350	$290K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
Invst, LLC	Typical 15%	320	2,193	$570K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
SteelPeak Wealth, LLC	Very High 38%	858	2,278	$1.6M
Independence Square Holdings, LLC	Very High 41%	1,080	2,621	$690K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Very Low 5%	764	14,320	$520K
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
GRADIENT Wealth Management	Very Low 4%	160	4,546	$130K
Dynamic	High 33%	1,813	5,509	$960K
Santander Securities	Very Low 0%	—	10,832	$260K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
JFS Wealth Advisors, LLC	Very High 40%	877	2,216	$1.7M
Moors & Cabot, Inc	Very High 38%	1,889	4,921	$640K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
CG Advisory Services	Typical 14%	680	4,898	$580K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
SEIA	Very High 52%	4,920	9,520	$2.3M
Prosperity Capital Advisors	Low 13%	990	7,469	$510K
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Coastal Bridge Advisors	High 31%	579	1,846	$2.4M
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
Quotient Wealth Partners, LLC	Very High 51%	1,151	2,250	$2M
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Merit Financial Advisors	Typical 22%	4,344	20,040	$900K
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
Garden State Investment Advisory Services, LLC	Low 6%	151	2,492	$260K
The Pinnacle Financial Group	Very High 40%	1,249	3,150	$410K
Vicus Capital, Inc.	High 36%	2,218	6,170	$470K
Gateway Wealth Partners, LLC	Typical 22%	1,605	7,312	$300K
Sunbelt Securities, Inc.	Low 13%	689	5,261	$370K
Tsa Management Inc	Typical 15%	384	2,566	$580K
Corecap Advisors	Low 10%	936	9,671	$410K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Silver Oak Securities, Incorporated	Very Low 5%	448	8,631	$280K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
intrua Financial	Low 12%	410	3,347	$510K
Kintra Wealth, LLC	Very High 45%	1,304	2,914	$520K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
The Retirement Planning Group, LLC	High 31%	1,488	4,748	$850K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
CS Planning Corp	Low 13%	541	4,190	$470K
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
HBKS Wealth Advisors	Typical 22%	1,597	7,344	$940K
XML Financial Group	High 29%	833	2,890	$1.1M
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Consolidated Portfolio Review Corp	Very Low 5%	293	6,187	$260K
Csenge Advisory Group, LLC	Low 12%	831	7,147	$430K
PKS Advisory Services, LLC	Very Low 4%	178	4,874	$220K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Triad Wealth Partners, LLC	Low 13%	515	3,896	$390K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Roffman Miller Associates Inc	Very High 71%	1,132	1,598	$1.9M
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Verity Asset Management	Very Low 3%	201	5,803	$150K
Novem Group	Low 7%	260	3,513	$390K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Focus Financial	Low 13%	1,697	13,560	$490K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Flagship Harbor Advisors, LLC	High 35%	2,556	7,280	$460K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Carret Asset Management, LLC	High 30%	395	1,336	$1.2M
Modern Wealth Management, LLC	Typical 22%	2,529	11,524	$830K
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Compound Planning, Inc.	Very Low 5%	612	11,480	$260K
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Madison Avenue Securities, LLC	Very Low 4%	548	14,084	$140K
NorthCoast Asset Management LLC	High 27%	1,209	4,412	$1M
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
The Partners Wealth Management	Low 7%	430	5,925	$180K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
Great Valley Advisor Group, LLC	Very Low 5%	1,769	36,836	$250K
Facet	Typical 17%	2,228	13,331	$450K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
The Ascent Group, LLC	Typical 21%	874	4,177	$850K
Advisors Capital Management, LLC	Typical 16%	2,863	17,842	$640K
SpiderRock Advisors, LLC	Very High 46%	1,961	4,300	$2M
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
J. Safra Asset management Corporation	Very High 91%	3,079	3,374	$1.7M
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
ACR Alpine Capital Research, LLC	Typical 14%	958	6,960	$690K
Ally invest Advisors	Very Low 0%	62	83,199	$21K

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