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

Multi-team firms active in New York 289 firms

Very Low 0%-6%

Low 6%-14%

Typical 14%-26%

High 26%-52%

Very High 52%-88%

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

Median: 18%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Ally invest Advisors	Very Low 0%	62	83,199	$21K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Concentric	Very High 85%	4,380	5,142	$2.4M
Beck, Mack & Oliver LLC	High 47%	717	1,512	$3.4M
Howard Capital Management, Inc.	Low 8%	812	10,546	$410K
Hamlin Capital Management, LLC	Very High 85%	1,351	1,594	$2.5M
EFS Advisors	Very Low 0%	—	21,660	$110K
J. Safra Asset management Corporation	Very High 91%	3,079	3,374	$1.7M
Asset Preservation Advisors, LLC	Very High 62%	1,714	2,747	$3.3M
SpiderRock Advisors, LLC	High 46%	1,961	4,300	$2M
Advisors Capital Management, LLC	Typical 16%	2,863	17,842	$640K
Cardinal Point Wealth Management	Very High 52%	1,134	2,175	$1.9M
Klingenstein Fields Advisors	Very High 79%	977	1,237	$3.2M
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Good Life Advisors, LLC	Very Low 4%	789	22,240	$190K
Karpus Investment Management	High 42%	689	1,653	$1.7M
Facet	Typical 17%	2,228	13,331	$450K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
Great Valley Advisor Group, LLC	Very Low 5%	1,769	36,836	$250K
Sage, Rutty & Co., Inc.	Typical 16%	1,292	8,184	$400K
Courier Capital, LLC	Typical 17%	356	2,094	$1.2M
The Partners Wealth Management	Low 7%	430	5,925	$180K
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
Gilder Gagnon Howe & Co. LLC	High 49%	2,663	5,404	$1.8M
Wealthcare Capital Management LLC	Typical 23%	1,312	5,638	$660K
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Cannell & Spears LLC	Very High 81%	1,937	2,394	$2.6M
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
Madison Avenue Securities, LLC	Very Low 4%	548	14,084	$140K
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Compound Planning, Inc.	Very Low 5%	612	11,480	$260K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
Douglass Winthrop Advisors LLC	Very High 71%	884	1,249	$4.7M
OneSeven	Low 12%	1,908	15,787	$460K
Modern Wealth Management, LLC	Typical 22%	2,529	11,524	$830K
Carret Asset Management, LLC	High 30%	395	1,336	$1.2M
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Calamos Wealth Management LLC	Very High 77%	3,141	4,072	$1.2M
Flagship Harbor Advisors, LLC	High 35%	2,556	7,280	$460K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Focus Financial	Low 13%	1,697	13,560	$490K
Portside Wealth Group, LLC	High 33%	2,086	6,257	$200K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Novem Group	Low 7%	260	3,513	$390K
Copper Financial	Very Low 1%	30	4,165	$99K
Verity Asset Management	Very Low 3%	201	5,803	$150K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Principal Advised Services	Very Low 0%	64	23,164	$61K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
PKS Advisory Services, LLC	Very Low 4%	178	4,874	$220K
Csenge Advisory Group, LLC	Low 12%	831	7,147	$430K
Level Four Advisory Services	High 34%	5,075	14,964	$320K
Consolidated Portfolio Review Corp	Very Low 5%	293	6,187	$260K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Klingman and Associates, LLC	Very High 65%	456	704	$6.3M
Greenhaven Associates Inc	Very High 100%	100	100	$84M
Elevation Point Wealth Partners, LLC	High 33%	1,599	4,879	$1.7M
HBKS Wealth Advisors	Typical 22%	1,597	7,344	$940K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
WealthSpire Advisors	Very High 60%	477	791	$5.4M
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
Brave Warrior Advisors, LLC	Very High 84%	82	98	$40M
Joel Isaacson & Co., LLC	Very High 89%	1,132	1,267	$7.4M
CS Planning Corp	Low 13%	541	4,190	$470K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
The Retirement Planning Group, LLC	High 31%	1,488	4,748	$850K
APELLA Wealth	High 43%	3,280	7,683	$1.2M
Williams Jones Wealth Management, LLC	Very High 88%	1,335	1,517	$7.3M
Ausdal Financial Partners, Inc.	Typical 24%	4,004	16,436	$220K
American Independent Securities Group, LLC	Low 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Elm Wealth	Very High 83%	537	644	$3.3M
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
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
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
IFG Advisory, LLC	High 39%	3,556	9,038	$510K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Stephens	Typical 15%	3,088	21,168	$670K
Silver Oak Securities, Incorporated	Very Low 5%	448	8,631	$280K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
RFG Advisory, LLC	Low 10%	1,506	14,368	$320K
Corecap Advisors	Low 10%	936	9,671	$410K
John W. Bristol & Co., Inc.	Very High 100%	83	83	$48M
Tsa Management Inc	Typical 15%	384	2,566	$580K
RWA Wealth Partners	Very High 60%	3,545	5,951	$3.1M
Sunbelt Securities, Inc.	Low 13%	689	5,261	$370K
Carnegie Investment Counsel	High 39%	1,186	3,056	$2M
Gateway Wealth Partners, LLC	Typical 22%	1,605	7,312	$300K
Vicus Capital, Inc.	High 36%	2,218	6,170	$470K
The Pinnacle Financial Group	High 40%	1,249	3,150	$410K
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
Strategic blueprint, LLC	High 27%	906	3,338	$750K
CW Advisors, LLC	High 51%	3,257	6,426	$2.2M
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Coastal Bridge Advisors	High 31%	579	1,846	$2.4M
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Prosperity Capital Advisors	Low 13%	990	7,469	$510K
SEIA	Very High 52%	4,920	9,520	$2.3M
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Arax Advisory Partners	High 26%	1,840	6,949	$1.4M
Moors & Cabot, Inc	High 38%	1,889	4,921	$640K
RedHawk Wealth Advisors, Inc.	Very Low 4%	112	3,118	$440K
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Santander Securities	Very Low 0%	—	10,832	$260K
Dynamic	High 33%	1,813	5,509	$960K
GRADIENT Wealth Management	Very Low 4%	160	4,546	$130K
Douglas C. Lane & Associates	Very High 81%	874	1,084	$7.1M
Cyndeo Wealth Partners	High 47%	575	1,219	$2.5M
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
Arkadios Wealth Advisors	Very Low 5%	764	14,320	$520K
Independence Square Holdings, LLC	High 41%	1,080	2,621	$690K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Creative Financial Designs, Inc.	Very Low 4%	462	10,477	$280K
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
Dakota Wealth, LLC	High 35%	1,287	3,728	$1.8M
Perennial Financial Services	High 30%	913	3,069	$760K
MONECO Advisors	High 27%	762	2,781	$800K
Avior Wealth Management, LLC	High 48%	2,288	4,775	$1.2M
American Century Investments Private Client Group, Inc.	Very Low 0%	—	4,098	$570K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
AlphaStar Capital Management	Very Low 5%	415	8,466	$260K
Nations Financial Group, Inc.	High 29%	1,625	5,525	$830K
Leo Wealth, LLC	High 26%	453	1,714	$1.9M
Sowell Management	Low 6%	400	6,280	$680K
Thurston Springer Advisors	High 39%	2,205	5,600	$360K
Buck Wealth Strategies, LLC	Low 6%	156	2,734	$320K
Compass Financial Management LLC	Low 9%	197	2,152	$390K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Archer Investment Corporation	Very Low 4%	173	4,290	$180K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
WORLD EQUITY GROUP, Inc.	Very Low 4%	122	3,151	$300K
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
Brookwood Investment Group	Low 6%	210	3,500	$360K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
ICG Advisors, LLC	Very High 100%	55	55	$100M
Verdence Capital Advisors, LLC	High 42%	755	1,798	$2.4M
Forum Financial Management, LP	High 31%	1,719	5,622	$1.3M
Concurrent Investment Advisors, LLC	Typical 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	Low 11%	1,629	14,624	$550K
Evensky & Katz/Foldes Wealth Management	Very High 65%	763	1,165	$2.6M
HUB Investment Partners, LLC	Typical 18%	1,002	5,446	$1.3M
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Farther	Typical 24%	3,463	14,593	$970K
Forvis Mazars Wealth Advisors, LLC	High 40%	1,674	4,183	$2.1M
CL Wealth Management LLC	High 29%	637	2,165	$340K
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
Composition Wealth, LLC	Low 11%	406	3,760	$2.3M
Main Street Financial Solutions, LLC	High 36%	706	1,981	$1.2M
Advisory Services Network	Low 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
BFC PLANNING, Inc.	Very Low 5%	574	11,327	$330K
Kovack Advisors, inc.	Low 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
Greenwich Wealth Management, LLC	Very High 83%	491	589	$3.8M
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
Alden investment Group	Low 7%	107	1,457	$240K
U.S. Capital Wealth Advisors, LLC	High 43%	1,875	4,395	$1.9M
Aprio Wealth Management, LLC	High 45%	710	1,592	$2.4M
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Chicago Partners Investment Group LLC	Very High 64%	1,749	2,741	$2.6M
Eversource Wealth Advisors, LLC	High 47%	1,540	3,255	$1.2M
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Cantor Fitzgerald Investment Advisors	High 51%	625	1,217	$1.1M
Simplicity wealth	Low 8%	645	8,456	$200K
SB Advisory, LLC	Very Low 5%	80	1,574	$260K
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
CWA Asset Management Group	High 49%	923	1,875	$2.3M
Lifeworks Advisors, LLC	Typical 25%	435	1,772	$510K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
On Investment Management CO	Low 9%	794	9,317	$320K
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Fiduciary Financial Advisors	High 26%	555	2,164	$610K
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
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Seacrest Wealth Management, LLC	Typical 25%	373	1,475	$1M
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Nfsg Corporation	Typical 25%	765	3,036	$340K
Greenspring Advisors, LLC	Very High 66%	1,118	1,697	$2.6M
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
McAdam LLC	Low 11%	584	5,538	$480K
Fortis Capital Advisors, LLC	Typical 17%	363	2,127	$710K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Permcap Investment Office	Very High 100%	39	39	$74M
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
AleSco Advisors, LLC, an ESL Company	Very High 72%	363	503	$5.1M
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
SAX Wealth Advisors, LLC	High 45%	715	1,596	$2.1M
Silvercrest Asset Management Group LLC	Very High 100%	1,081	1,081	$18M
RMR Wealth Builders, Inc.	Typical 24%	464	1,907	$940K
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	Typical 25%	1,139	4,552	$1.1M
Robertson Stephens	Very High 56%	1,256	2,236	$3.2M
Circle Wealth Management, LLC	Very High 100%	349	349	$37M
Abacus Wealth Partners	High 48%	747	1,547	$2.1M
Capitol Securities Management, Inc.	High 41%	1,287	3,177	$440K
Coldstream Wealth Management	Very High 57%	2,393	4,199	$2.9M
Colter Lewis Investment Partners, LLC	Very High 100%	130	130	$26M
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
Cape Investment Advisory, Inc.	Low 11%	107	1,002	$460K
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Aspiriant, LLc	Very High 73%	1,683	2,310	$7.3M
CGN Advisors, LLC	High 38%	493	1,281	$1.2M
BakerAvenue	Very High 70%	716	1,019	$4.7M
Keel Point, LlC	High 51%	757	1,475	$1.8M
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Americana Partners, LLC	High 51%	827	1,627	$4.3M
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	High 43%	1,557	3,621	$5.2M
Sapient Capital LLC	Very High 71%	691	980	$12M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Prosperity - An EisnerAmper Company	High 41%	762	1,850	$1.7M
Range Advisory, LLC	Very High 56%	535	950	$690K
Allen Investment Management, LLC	Very High 100%	142	142	$120M
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Packerland Brokerage Services, Inc.	Typical 23%	1,120	4,845	$280K
United Brokerage Services inc	Very Low 4%	49	1,368	$250K
Miller Investment Management, LP	Very High 82%	127	155	$41M
Beacon Global Advisor Network, LLC	Low 13%	185	1,388	$540K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Andersen	Very High 84%	462	550	$6.8M
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
Simon Quick Advisors, LLC	Very High 67%	666	994	$7.7M
Mutual of Omaha Investor Services, Inc.	Typical 23%	1,595	6,880	$4.7K
Bailard, Inc.	Very High 76%	761	1,008	$4.6M
Fifth Third Wealth Advisors LLC	High 40%	566	1,426	$2.3M
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Certuity, LLC	Very High 89%	413	464	$5.2M
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Northland Asset Management	Very High 55%	484	875	$460K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Latitude Advisors, LLC	Low 8%	115	1,525	$320K
Maxim Financial Advisors LLC	Low 6%	48	758	$540K
Valley Wealth Managers, Inc.	Very High 52%	441	854	$2.4M
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
LNW	Very High 79%	850	1,079	$9.9M
Saxony Capital Management, LLC	Low 13%	97	756	$480K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Insigneo Advisory Services, LLC	Low 12%	402	3,415	$670K
Infinity Financial Services Advisory	Very Low 5%	30	642	$260K
Alexander Capital Wealth Management LLC	Low 12%	72	614	$390K
Brownson, Rehmus & Foxworth, Inc.	Very High 100%	263	263	$17M
Jordan Park Group LLC	Very High 100%	163	163	$95M
Accelerate Retirement	Low 10%	48	482	$540K
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Sepio Capital, LP	Very High 100%	276	276	$15M
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
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
XYPN Invest	Typical 25%	156	621	$1M
Waldron Private Wealth	Very High 68%	349	517	$11M
Gentrust	Very High 90%	237	264	$19M
MWA Financial Services Inc.	Very Low 4%	76	1,981	$310K
RBC Securities, Inc.	High 26%	337	1,292	$920K

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