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

Multi-team firms active in New Mexico 108 firms

Very Low 0%-0%

Low 0%-4%

Typical 4%-11%

High 11%-18%

Very High 18%-38%

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

Median: 9%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Typical 4%	76	1,981	$310K
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
Core Planning	High 14%	122	867	$610K
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
Accelerate Retirement	Typical 10%	48	482	$540K
Frost Investment Services	Very High 18%	535	3,019	$710K
Infinity Financial Services Advisory	Typical 5%	30	642	$260K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
Northland Asset Management	Very High 55%	484	875	$460K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Hilltop Securities inc.	Very High 18%	599	3,335	$680K
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
BOK Financial Advisors	High 11%	349	3,263	$310K
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
The Oak Ridge Financial Services Group, Inc	High 16%	158	994	$660K
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
Americana Partners, LLC	Very High 51%	827	1,627	$4.3M
KCD Financial, Inc.	Low 2%	22	1,257	$160K
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
UMB Financial Services, Inc.	Low 0%	—	2,110	$2.4K
Nfsg Corporation	Very High 25%	765	3,036	$340K
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
Financial Gravity Family Office Services, LLC	Typical 9%	149	1,716	$340K
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	High 15%	802	5,200	$840K
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
Independent Wealth Network, Inc.	Very High 18%	262	1,445	$340K
U.S. Capital Wealth Advisors, LLC	Very High 43%	1,875	4,395	$1.9M
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
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
Advisory Services Network	Typical 9%	1,121	12,426	$830K
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
Farther	Very High 24%	3,463	14,593	$970K
A.G.P. / Alliance Global Partners	Typical 6%	427	6,635	$320K
HUB Investment Partners, LLC	Very High 18%	1,002	5,446	$1.3M
Waterloo Capital	Very High 35%	924	2,609	$780K
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
Concurrent Investment Advisors, LLC	Very High 23%	3,009	13,268	$1.2M
Rehmann Wealth	Very High 51%	1,123	2,186	$1.6M
WORLD EQUITY GROUP, Inc.	Typical 4%	122	3,151	$300K
Buck Wealth Strategies, LLC	Typical 6%	156	2,734	$320K
Thurston Springer Advisors	Very High 39%	2,205	5,600	$360K
Sowell Management	Typical 6%	400	6,280	$680K
Royal Fund Management, LLC	Typical 8%	375	4,940	$310K
AlphaStar Capital Management	Typical 5%	415	8,466	$260K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Creative Financial Designs, Inc.	Typical 4%	462	10,477	$280K
Sequent Planning, LLC	Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Typical 5%	309	6,350	$290K
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
Ascentis Independent Advisors, LLC	Very High 23%	610	2,690	$740K
Summit Financial, LLC	High 15%	2,417	15,660	$1.3M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Trek Financial	High 15%	670	4,539	$540K
TCI Wealth Advisors, Inc.	Very High 40%	1,290	3,189	$1.6M
Founders Financial Alliance, LLC	Very High 30%	711	2,354	$480K
Gateway Wealth Partners, LLC	Very High 22%	1,605	7,312	$300K
Sunbelt Securities, Inc.	High 13%	689	5,261	$370K
Corecap Advisors	Typical 10%	936	9,671	$410K
RFG Advisory, LLC	Typical 10%	1,506	14,368	$320K
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
Spire Wealth Management, LLC	Low 2%	128	6,151	$700K
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
The AmeriFlex Group	High 14%	2,229	15,724	$550K
intrua Financial	High 12%	410	3,347	$510K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
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
Symphony Financial, Ltd. Co.	Very High 30%	836	2,823	$460K
Kingswood Wealth Advisors, LLC	Very High 20%	2,274	11,259	$330K
Strategic Financial Concepts, llc	Typical 5%	190	3,698	$200K
The Wealth Consulting Group	Very High 33%	4,214	12,646	$470K
Level Four Advisory Services	Very High 34%	5,075	14,964	$320K
Kingsview Wealth Management, LLC	Very High 18%	2,209	12,143	$700K
Verity Asset Management	Low 3%	201	5,803	$150K
Geneos Wealth Management, Inc.	Low 3%	618	21,267	$420K
Palisade Capital Management, LP	Very High 32%	508	1,577	$1.2M
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
United Capital Financial Advisors	Typical 8%	1,937	24,837	$830K
Compound Planning, Inc.	Typical 5%	612	11,480	$260K
Madison Avenue Securities, LLC	Typical 4%	548	14,084	$140K
The Partners Wealth Management	Typical 7%	430	5,925	$180K
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
Ally invest Advisors	Low 0%	62	83,199	$21K

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